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Title: WIA Performance Tutorial Module 1 Click to advance


1
WIA Performance TutorialModule 1 Click to
advance
2
Read closely.There will be a test.
3
Unit 1Structure
4
Structure of Performance Measures
The structure of the WIA Performance system is
unique.
It is the framework for how the measures will be
calculated, and consequently impacts the tempo of
service delivery and follow-up.
1 2 3
5
Structure
  • WIA Performance Measures are based on calendar
    quarters Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec.
  • Clients are grouped into exit quarters to be
    counted in performance.
  • Entered Employment counts when its employment in
    the first quarter after the exit quarter.
  • Retention counts when its employment in the
    first and third quarter after exit.

6
Structure
  • Earnings Change measures compare two quarters
    before registration or dislocation with two
    quarters after exit.
  • Credentials count when theyre obtained by the
    third quarter after exit.
  • Diplomas or equivalents count for Younger Youth
    when theyre obtained by the first quarter after
    exit.
  • Skills attained in a particular report quarter
    count when they were set up to a year earlier.

7
Entered Employment Rate Adult-Dislocated
Worker-Older Youth
8
Entered Employment Rate Adult-Dislocated
Worker-Older Youth
Of those clients who were unemployed at
registration
1,970 obtained employment the quarter after exit
71 Entered Employment Rate
2,774 exiters
9
Retention Rate Adult-Dislocated Worker-Older
Youth
10
Retention Rate Adult-Dislocated Worker-Older
Youth
Of those clients who were employed in the first
quarter after exit
4,374 obtained employment the third quarter after
exit
82 Retention Rate
5,334 exiters
11
Earnings Change/ Replacement Rates
Adult-Dislocated Worker-Older Youth
12
Earnings Change Rates Adult-Older Youth
Of those clients who were employed in the first
quarter after exit
17,707,032 difference between pre and post
program earnings
3,346 Average Earnings Change
5,292 exiters
13
Earnings Replacement RateDislocated Worker
Of those clients who were employed in the first
quarter after exit
54,633,178 post program earnings
95 Earnings Replacement Rate
57,508,608 pre program earnings
14
Older YouthDeal specially with populations
that are in Postsecondary Education or Advanced
Training after exit
15
Credential Rate Adult-Dislocated Worker
16
Credential Rate Older Youth
17
Credential Rate Adult-Dislocated Worker
Of those clients who receive training services
395 obtained employment the quarter after exit
AND a credential
50 Credential Rate
790 exiters
18
Credential Rate Older Youth
All Older Youth
113 were in employment, post secondary education,
or advanced training after exit AND got a
credential
55 Credential Rate
206 exiters
19
Younger YouthDeal specially with Populations
that are in Secondary School at Exit
20
Skill Attainment Rate Younger Youth
21
Skill Attainment Rate Younger Youth
Of all in-school youth and any out-of-school
youth assessed to be in need of basic, work
readiness, or occupational skills
2,065 goals attained in quarter
89 Skill Attainment Rate
2,320 goals were set up to a year earlier
22
Diploma or Equivalent Attainment Rate Younger
Youth
23
Diploma or Equivalent Attainment Rate Younger
Youth
Of those who register without a diploma
113 attained a secondary school diploma or
equivalent by the first quarter after exit
55 Diploma or Equivalent Attainment Rate
206 exiters (except those still in secondary
school at exit)
24
Retention Rate Younger Youth
  • Employment
  • Postsecondary Education
  • Advanced Training
  • Qualified Apprenticeship
  • Military

25
Retention Rate Younger Youth
386 were in postsecondary education, advanced
training, employment, qualified apprenticeship,
or the military in the third quarter after exit
63 Retention Rate
612 exiters (except those still in secondary
school at exit)
26
Customer Satisfaction Rate Participant and
Employer
The weighted average of participant/employer
ratings on each of three questions regarding
overall satisfaction reported on a 1-10 scale
  • What was your overall satisfaction with the
    services provided?
  • To what extent have the services met your
    expectations?
  • How well do you think the services you received
    compare with the ideal set of services?

27
Customer Satisfaction Rate Participant and
Employer
Rate is American Customer Satisfaction Index
(ACSI)
  • Used extensively in Fortune 500 companies,
    Federal agencies, and in many European countries
  • Surveys are administered by telephone from random
    sample
  • Must have at least 500 completed surveys in the
    state during the program year for each
    group--participants and employers
  • Response rate must be at least 70

28
Customer Satisfaction Rate Participant and
Employer
Mean values of three ACSI questions in Formula
State-specific Weights
74 ACSI Score
X
29
The structure of the WIA Performance Measurement
system is such that a client has to attain all of
the elements in a measure to count. To
remember this, think of
  • 1-2-3

30
Clients have to get over all the hurdles of the
performance system Example The Adult and
Dislocated Worker Employment and Credential Rate
31
Older Youth Credential Rate
32
Structure
In summary
  • WIA Performance Measures are based on quarters
    and Clients are grouped in exit quarters to be
    counted in performance
  • Certain items must be accomplished in and by
    particular quarters to be reflected in the
    performance measures.
  • The client must accomplish all the items in the
    structure of the measure to count in the measure.
    For example, they must go through the 1-2-3 of
    Credentials to count in the Credential Rate.

33
Unit 2Definitions
34
Definitions Formulas
  • Adult Entered Employment Rates count those who
    entered employment who were not employed at
    registration.
  • Adult Retention Rates count all those who were
    employed at the first and third quarters.
  • Adult Earnings Change rates compare the pre and
    post program wages of only those who were
    employed in the first quarter after exit.
  • Adult Credential rates count only those who were
    in training and employed in the first quarter
    after exit and got a credential.

35
Key Definitions
  • Employed There are two evidences of work that
    constitute employment for use in the WIA
    performance measures in Missouri
  • 1) Missouri UI wage earnings over zero in the
    quarter measured
  • 2) An occupation that was verified via follow-up,
    documented in accordance with DWD Issuance 01-01
    and submitted on the Supplemental Data Sheets in
    the quarter measured. (This can include all
    other employment out of state, non-covered,
    self-attested, etc.)

36
Key Definitions
  • Unemployed (for the purposes of defining
    unemployed at registration) An individual who
    does not meet the definition of employed.
  • Employed - An individual employed at registration
    is one who, during the 7 consecutive days prior
    to registration, did any work at all as a paid
    employee, in his or her own business, profession
    or farm, worked 15 hours or more as an unpaid
    worker in an enterprise operated by a member of
    the family, or is one who was not working, but
    has a job or business from which he or she was
    temporarily absent because of illness, bad
    weather, vacation, labor-management dispute, or
    personal reasons, whether or not paid by the
    employer for time-off, and whether or not seeking
    another job.

37
Key Definitions
  • Exit There are two definitions in the WIA
    performance measures
  • 1. hard exit a participant who has a date of case
    closure, completion or known exit from WIA-funded
    or non-WIA funded partner service within the
    quarter
  • 2.soft exit a participant who does not receive
    any WIA-funded or non-WIA funded partner service
    for 90 days and is not scheduled for future
    services except follow-up services
  • Both types function the same for the purposes of
    inclusion in an exiter quarter for performance
  • See Managing WIA Exits in the WIA Performance
    Handbook

38
Key Definitions
  • Structure of performance measures necessitate
    service strategies centered around the exit
    quarter.
  • Clients who exit for the following reasons will
    be excluded from WIA performance
  • institutionalized - 24 hr support facility,
    prison or hospital, expected to remain for at
    least 90 days
  • health/medical-receiving medical treatment that
    precludes entry into unsubsidized employment or
    WIA participation, not included under 90 day
    conditions
  • deceased
  • reservists called to active duty - who choose not
    to return to WIA services. Added with TEGL
    14-00, Change 1.

39
Key Definitions
  • Credential (USDOL definition) nationally
    recognized degree or certificate or State/locally
    recognized credential. Credentials include, but
    are not limited to, a high school diploma, GED or
    other recognized equivalents, post-secondary
    degrees/certificates, recognized skill standards,
    and licensure or industry-recognized
    certificates. States should include all State
    Education Agency recognized credentials. In
    addition, States should work with local Workforce
    Investment Boards to encourage certificates to
    recognize successful completion of the training
    services listed above that are designed to equip
    individuals to enter or re-enter employment,
    retain employment, or advance into better
    employment.

40
Key Definitions
  • Credential (State definition) you can remember
    it as listed in DWD Issuance 7-00

A B C
41
  • Option A Certificate, diploma, degree or
    statement of competency awarded by an eligible
    training provider which is on the state approved
    list required under Section 122 of the Workforce
    Investment Act

A
42
Option A Examples
  • Cosmetology
  • Nursing
  • Taxidermy
  • Forklift
  • Computer Technology
  • Others???
  • _________________________________
  • _________________________________

43
  • Option B High School diploma, GED, or
    Certificate, diploma, associate, bachelor,
    graduate or higher degree issued by an
    institution of higher education that is legally
    authorized to offer postsecondary education.

B
44
Option B Examples
  • High School Diploma
  • GED (General Education Development)
  • Associates Degree
  • Bachelors Degree
  • Certificate of Competency (pending)
  • Others???
  • _________________________________
  • _________________________________

45
C
  • Option C Locally-defined and documented
    certificate or diploma awarded by a training
    provider (or other service provider including an
    On-the-Job-Training OJT employer/provider) that
    has obtained endorsement of the local Workforce
    Investment Board (WIB).

46
Option C
  • A certificate or diploma awarded by an eligible
    training provider (including an
    On-the-Job-Training OJT employer/ provider)
    that has undertaken the following
  • Identified the specific competencies, tasks, or
    skills attained by the participant. The
    competencies, tasks, or skills shall be
    identified by

47
Option C
  • Employer input at the national, state, regional,
    or local level
  • - Reviewed on an annual basis or periodic basis
    that is identified
  • - Developed and implemented curriculum to support
    instruction of the competencies, tasks, or
    skills and
  • - Confirmed attainment or completion of
    competency, tasks, or skills through valid and
    reliable testing or demonstration of competence,
    tasks, or skills.

48
Option C
  • Obtained endorsement of the local Workforce
    Investment Board (WIB). In endorsing the
    credential the WIB shall confirm
  • Initial and periodic employer involvement
  • Use of curriculum or instruction consistent with
    the competency, tasks, or skills for which the
    credential is issued and
  • Use of testing or demonstration of competence
    that reasonably confirms that the competencies,
    tasks, or skills have been obtained.

49
Option C
  • Anything that meets the criteria in DWD Issuance
    7-00 and is approved by the WIB
  • Microsoft Office
  • Soft Skills Training
  • OJTs
  • BE CREATIVE IN EXPLORING OPTIONS
  • Not subject to 40 hour limit like Training
  • Others??
  • _________________________________

50
Customer Satisfaction Definitions
  • Employer (for use in customer satisfaction
    surveys) - those who have received a substantial
    service where the service has been completed or,
    if it is an ongoing service, when a full segment
    of service has been provided (e.g., after listing
    an open job order, the employer has received some
    referrals or if no service, 30 days have elapsed
    after the initial request).
  • Participant (for use in customer satisfaction
    surveys) - WIA Title 1-B participants who are
    exiters as defined in the core measures, who are
    either Adults, Dislocated Workers, Older Youth
    (ages 19-21) or Younger Youth (ages 14-18) will
    be surveyed.
  • All employers who have received a substantial
    service involving personal contact with One-Stop
    staff are eligible to be chosen for inclusion in
    the employer random sample.
  • All individuals from all funding streams in an
    exit cohort are eligible to be chosen for
    inclusion in the participant random sample.
  • Assume any customer might be surveyed for his or
    her level of satisfaction.

51
Other Definitions
  • Advanced Training - an occupational skills
    employment/training program, not funded under
    Title I of the WIA, which does not duplicate
    training received under Title I. Includes only
    training outside of the one-stop, WIA and
    partner, system (i.e., training following exit).
  • Basic literacy skills deficient - the individual
    computes or solves problems, reads, writes, or
    speaks English at or below the 8th grade level or
    is unable to compute or solve problems, read,
    write, or speak English at a level necessary to
    function on the job, in the individual's family,
    or in society. In addition, States and locals
    have the option of establishing their own
    definition, which must include the above
    language. In cases where States and/or locals
    establish such a definition, that definition will
    be used for basic literacy skills determination.
  • Basic Skills Goal - measurable increase in basic
    education skills include reading comprehension,
    math computation, writing, speaking, listening,
    problem solving, reasoning, and the capacity to
    use these skills.

52
Other Definitions
  • Occupational Skills Goal - primary occupational
    skills encompass the proficiency to perform
    actual tasks and technical functions required by
    certain occupational fields at entry,
    intermediate or advanced levels. Secondary
    occupational skills entail familiarity with and
    use of set-up procedures, safety measures,
    work-related terminology, record keeping and
    paperwork formats, tools, equipment and
    materials, and breakdown and clean-up routines.
  • Planned Gap in Service - no participant activity
    of greater than 90 days due to a delay before the
    beginning of training or a health/medical
    condition that prevents an individual from
    participating in services.
  • Post-Secondary Education - a program at an
    accredited degree-granting institution that leads
    to an academic degree (e.g. AA, AS, BA, BS). Does
    not include programs offered by degree-granting
    institutions that do not lead to an academic
    degree.

53
Other Definitions
  • Qualified Apprenticeship - a program approved and
    recorded by the ETA/Bureau of Apprenticeship and
    Training (BAT) or by a recognized State
    Apprenticeship Agency (i.e., State Apprenticeship
    Council). Approval is by certified registration
    or other appropriate written credential.
  • Training Services - Include WIA funded and
    non-WIA funded partner training services. These
    services include occupational skills training,
    including training for nontraditional employment
    on-the-job training programs that combine
    workplace training with related instruction,
    which may include cooperative education programs
    training programs operated by the private sector
    skill upgrading and retraining entrepreneurial
    training job readiness training adult education
    and literacy activities in combination with other
    training and customized training conducted with
    a commitment by an employer or group of employers
    to employ an individual upon successful
    completion of the training.

54
Other Definitions
  • Work Readiness Skills Goal - Work readiness
    skills include world of work awareness, labor
    market knowledge, occupational information,
    values clarification and personal understanding,
    career planning and decision making, and job
    search techniques (resumes, interviews,
    applications, and follow-up letters). They also
    encompass survival/daily living skills such as
    using the phone, telling time, shopping, renting
    an apartment, opening a bank account, and using
    public transportation. They also include positive
    work habits, attitudes, and behaviors such as
    punctuality, regular attendance, presenting a
    neat appearance, getting along and working well
    with others, exhibiting good conduct, following
    instructions and completing tasks, accepting
    constructive criticism from supervisors and
    co-workers, showing initiative and reliability,
    and assuming the responsibilities involved in
    maintaining a job. This category also entails
    developing motivation and adaptability, obtaining
    effective coping and problem-solving skills, and
    acquiring an improved self image.
  • (Sources TEGLs 7-99and 14-00)

55
In summary
  • Understanding the definitions of the measures is
    a good first step in developing policies and
    service strategies.
  • Understanding the definitions of the measures
    will assist in explanations of performance
    levels.
  • Understanding the definitions of the measures
    will help workforce practitioners ensure that the
    benefit to the customer is reflected in the
    measures.

56
Unit 3Data Entry
57
Data Entry
  • Data entry is an integral component of WIA
    Performance.
  • The source of much of the data that forms the
    rates is from WIA Case Tracking System entries at
    intake, during enrollment, outcomes from
    follow-up, etc.
  • Consequently, flaws in data entry can result in
    low WIA Performance.
  • Also, not all case tracking sources are data
    entry sources used in performance. One good
    example is employment

58
Data Entry
  • A job entered in case notes is not countable
    employment for performance.
  • A job entered in the Outcomes
  • employment fields is not
  • countable employment.
  • A job entered in the clients paper
  • files but not in the Supplemental
  • Data sheets is not countable employment.
  • Only those evidences of work listed in Unit 2
    (UI wages, supplemental data sheets) are sources
    that can be included in WIA Performance.

59
Data Entry
  • When data entry methods do not adequately cover
    all the vital elements of performance, policies
    must be implemented to change the methods.
  • Case example

60
In PY 2000, what happened in Credential Rate when
client entered uncovered employment (out of
state non-UI self)?
61
New Policy for PY 2001Supplemental Data
  • Provides for verification of employment using
    sources other than UI wage data
  • Includes
  • case management, follow-up services, surveys of
    participants, and/or verification with the
    employer
  • record sharing and/or automated record matching
    with administrative records
  • self-attestation
  • Mapped out in DWD Issuance 01-01 and WIA
    Performance Handbook Addendum 1 Supplemental
    Data

62
  • Supplemental Data allows client to count toward
    employment and count in rate without being
    unfairly excluded

63
Issuance 01-01
  • Record sharing is preferred follow-up surveys
    used when third party verifications not
    reasonably attainable
  • Documentation must be maintained in the
    participant file
  • Local areas may wish to establish mutual
    assistance agreements with One-Stop operators of
    WIBs in adjoining states to exchange information
    about clients that appear in the other states UI
    records
  • Contains nine paper forms for use in
    documentation

64
Issuance 01-01
  • Also lists acceptable documentation of credential
  • Effective 7/1/2001 (beginning of PY 2001)
  • After data is gathered, it must be properly
    documented and recorded locally
  • Submit via WIA Supplemental Wage Data
    spreadsheets, to be sent to local area from
    State. List of exiters that did not show up in
    UI wage records. Remove those clients not
    employed and return to State.

65
Think fast
What data entry is critical for the Credential
rates?
66
What data entry is critical for Older Youth rates?
67
What data entry is critical for Younger Youth
rates?
68
In summary
  • Missouris WIA Case Tracking System is in the
    process of continuously improving, so specific
    instructions are not part of this Tutorial.
  • But, remember the enduring principle of good data
    entry, that good performance cannot occur without
    it.

69
Proceed to Unit 4.Next Module.
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