Welcome Grantee Orientation Advanced Manufacturing Jobs and Innovation Accelerator Challenge (H-1B Grants) December 20, 2012

Practice In the Chat Room, please type the name of your organization, your location, and how many people are attending with you today.

Access to Webinar Resources Recordings and transcripts are available within 2 business days after the event.

Today’s Presenters Stu Werner Jeannette Flowers Darren Kroenke SGA Lead, Workforce Analyst, DSI, OWI Jeannette Flowers Grant Specialist, Division of Workforce System Federal Assistance Darren Kroenke Federal Project Officer, Region 5 – Chicago Regional Office Sarah Sunderlin Workforce Analyst, DSI, OWI

Division of Strategic Investments Stuart Werner SGA Lead Division of Strategic Investments Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Overview The Division of Strategic Investments is a unit within ETA (National) Office of Workforce Investment Exchanges knowledge about workforce challenges, industry trends, and innovative strategies in specific high-growth industries Communicate frequently with the grantees regarding TA events and policy decisions Work closely with the FPOs in ETA’s six regions Review some modification requests Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Today’s Agenda Background: H-1B Funding Grant Start-up Logistics Roles and Support Performance Reporting Next Steps Grantee Orientation - Advanced Manufacturing Jobs Accelerator

MORE Americans back to work Worker qualified for new jobs H-1B Award - Factoids Background: H-1B Funding Two Types of ETA H-1B Grant Programs Jobs Accelerator (JA) Technical Skills Training (TST) (two rounds of awards to date) MORE Americans back to work H-1B Fees Technical Skills Training (JA & TST) Worker qualified for new jobs Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Jobs and Innovation Accelerator Challenge Grants H-1B Award - Factoids Jobs and Innovation Accelerator Challenge Grants First Jobs Accelerator - Funding Agencies: EDA/ETA/SBA 20 ETA awards Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Jobs and Innovation Accelerator Challenge Grants H-1B Award - Factoids Jobs and Innovation Accelerator Challenge Grants Rural Jobs Accelerator Funding Agencies: EDA/USDA/Appalachian Regional Commission/Delta Regional Authority Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Jobs and Innovation Accelerator Challenge Grants H-1B Award - Factoids Jobs and Innovation Accelerator Challenge Grants Advanced Manufacturing Funding Agencies: DOE/EDA/ETA/NIST/SBA 10 ETA awards Grantee Orientation - Advanced Manufacturing Jobs Accelerator

H-1B Award - Factoids Jobs and Innovation Accelerator Challenge Grants ETA funding distribution ETA Grant summaries may be found at: www.dol.gov/dol/grants Grantee Orientation - Advanced Manufacturing Jobs Accelerator

H-1B Award - Factoids Jobs and Innovation Accelerator Challenge Grants All Accelerators Combined (Dec. 2012) ETA Grant summaries may be found at: www.dol.gov/dol/grants Grantee Orientation - Advanced Manufacturing Jobs Accelerator

ETA’s Jobs Accelerator Grants began Nov. 15, 2012 Period of Performance ETA’s Jobs Accelerator Grants began Nov. 15, 2012 36 Month period of performance DOL expects grantees to fully expend funds during the period of performance Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Available TA Resources Monthly Newsletter Grantee Institutes Additional Webinars Community of Practice https://etagrantees.workforce3one.org Grantee Orientation - Advanced Manufacturing Jobs Accelerator

DOL/ETA Grant Office The Grant Office performs official grant duties: Reviews and approves any changes to the grantee’s Statement of Work Maintains official grant documents Grant agreement Other Modifications Request for extensions Legally binding contacts Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Jeannette Flowers SGA Highlights Grants Management Specialist Division of Workforce System Federal Assistance Grantee Orientation - Advanced Manufacturing Jobs Accelerator

The Grant Award Grant Award Letter Grant Agreement - Notification of Award Obligation Application for Federal Assistance SF-424 Administrative Costs Solicitation Part I - Statement of Work Part II - Budget Information – SF-424A Part III - Assurances /Certifications Part IV - Special Clauses and Conditions Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Passwords/PINs are sent Once you receive it please DO NOT LOSE IT! Grant Award Letter Acknowledgements of Award Payment Management System Information and forms on www.doleta.gov/grants under Payment Information ETA’s on-line Grantee Fiscal Reporting System – SF 9130 Information to access system on www.doleta.gov/grants under Financial Reporting Passwords/PINs are sent separately after supplying the necessary information as outlined in the award transmittal letter Once you receive it please DO NOT LOSE IT! Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Financial Reporting Homework Program and fiscal staff will listen to four pre-recorded Financial Webinar Recordings PLUS read the 9130 instructions: Introduction to Financial Reporting: http://www.workforce3one.org/view/3000914758141611670 Financial Management Principles: http://www.workforce3one.org/view/3000914831758578573 Introduction to Grant Applications and Forms http://www.workforce3one.org/view/3000914831964994677 Introduction to Procurement Requirements: http://www.workforce3one.org/view/3000914833849989433 9130 Financial Form and Instructions: http://www.doleta.gov/grants/docs/ETA-9130-straightSF269grants.pdf Please complete by the END OF JANUARY 2013 Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Grant Agreement Notification of Award Obligation Project title H-1B Advanced Manufacturing Jobs and Innovation Accelerator grants Grant awardees' identifying information DOL identifying information Agreement # JA-XXXXX Period of performance Award amount Regulations and costs principles Signatures Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Notification of Award Obligation, Regulations and Costs Principles Code of Federal Regulations (CFR) can be found at http://www.ecfr.gov/ Uniform Administrative Requirements 29 CFR Part 95-Institutions for Higher Education 29 CFR Part 97, State/Local Governments and Indian Tribes Cost Principles 2 CFR 220 (OMB Circular A-21) – Educational Institutions 2 CFR 225 (OMB Circular A-87) – State/Local Government, Indian Tribes 2 CFR 230 (OMB Circular A-122) – Non-profit Organizations Other Requirements (As Applicable) Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Application for Federal Assistance SF-424 Submitted by grant applicant Incorporated in grant packet Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Grantee’s original proposal I - Statement of Work Grantee’s original proposal Includes Technical Proposal, and required attachments Any approved revisions submitted prior to the award package transmittal Budget Grantee Orientation - Advanced Manufacturing Jobs Accelerator

IV -Special Clauses & Conditions Budget Line Item Flexibility Indirect Cost Rate and Cost Allocation Plan Transparency Information Special Conditions Federal Project Officer Equipment Program Income Intellectual Property Rights Evaluation Reports Quarterly Financial and Performance Reports Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Expect to see on our public site roughly 60 days from the submittal Redaction in Action All technical proposals (original or revised) should be submitted by the first of the year to the jobsaccelerator@dol.gov mailbox Expect to see on our public site roughly 60 days from the submittal Grant summaries may be found at: www.dol.gov/dol/grants Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Federal Project Officer Region 5 - Chicago Office Darren Kroenke Federal Project Officer Region 5 - Chicago Office Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Regional Role 28 Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Your FPO: Helping You to Help Others Regional Role Your FPO: Helping You to Help Others Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Get to Know your FPO Regional Role Darren Kroenke has served as a Federal Project Officer for the Department of Labor Employment and Training Administration Chicago Office, Region 5 since September 2011 To find out who your FPO is look in the “Special Conditions” of your grant award Grantee Orientation - Advanced Manufacturing Jobs Accelerator

DOL/ETA Program Office The National Program Office has several functions: Develops the H-1B technical assistance plan Reviews grantee performance reports Periodically requests additional information about your grant Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Division of Strategic Investments Reporting Overview Sarah Sunderlin Workforce Analyst Division of Strategic Investments Grantee Orientation - Advanced Manufacturing Jobs Accelerator

The Value of Performance and Outcomes Reporting Reporting successes of high profile programs to Congress, Administration, OMB, GAO, media, etc. Demonstrating grant outcomes to investors and partners Illustrating Return on Investment (ROI) to employer partners Building additional strategic partnerships and leveraging resources Sustainability of the project and partnership Continuously improving program to meet the needs of participants Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Reporting Requirements Reports due each quarter Financial Programmatic Final Report due at the end of the grant Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Quarter End Dates Report Submission Due Date Reporting Due Dates Quarter Start Dates Quarter End Dates Quarter End Dates Report Submission Due Date January 1 March 31 May 15 April 1 June 30 August 14 July 1 September 30 November 14 October 1 December 31 February 14 Grantee Orientation - Advanced Manufacturing Jobs Accelerator

ETA Reporting Matrix Agency Report Due Dates Submission ETA/NIST/DOE/EDA/SB A Integrated Work Plan (IWP) and Progress Report Quarterly: Jan 31; April 30; July 31; Oct 31 mfgjobsaccelerator@eda.gov *ETA Grantees will also submit via the Electronic Grantee Reporting System - HUB (see below for details) ETA Participant Files (upload) *HUB will produce a Quarterly Performance Report (QPR) based on the participant files uploaded each quarter. Feb 14; May 15; Aug 14; Nov 14 Electronic Grantee Reporting System - HUB IWP/QNR Financial Status Report (ETA- 9130) Electronic Grantee Reporting System Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Reporting Overview Reporting Metrics: Total participants served; Total participants beginning education/training activities; Total participants completing education/training activities; Total participants who complete education/training activities that receive a degree, or other type of credential; Total number of credentials each participant is expected to receive. Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Reporting Overview Cont. Total participants who complete education/training activities who enter unsubsidized employment/training related employment; Total participants who complete education/training activities who are placed in unsubsidized employment and remain employed in the 1st and 2nd quarters after placement Total number of employed participants that retain current position Total number of employed participants that advance into a new position Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Data Elements

System Training I’m just finalizing our internal tracking system for our training participants. Any word from DOL on HUB training? Yes! Glad you asked Wendy. DOL/ETA just sent us a notice that HUB training will be in early 2013! Excellent! I’ll start reviewing all the materials again so I’m up to speed and ready to go in the New Year! Grantee Orientation - Advanced Manufacturing Jobs Accelerator

SIX documents you must review Document Review SIX documents you must review The Federal Funding Opportunity (FFO) for this award Your programs Statement of Work (SOW) Performance Reporting Handbook v1.2 Data Elements and Edit Checks – Modified December 2012 Quick Start Guide to Reporting Interim Reporting Guidance Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Tip Sheets; FAQs; Fact Sheets Newsletter – Skills Accelerator Resources Available Reporting Webinars Reporting Tutorials Tip Sheets; FAQs; Fact Sheets Newsletter – Skills Accelerator Reporting templates TEGLs; TENs Grantee Orientation - Advanced Manufacturing Jobs Accelerator

https://etagrantees.workforce3one.org/ Online Resources https://etagrantees.workforce3one.org/ Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Complement data with narratives! Performance Training 2013 Not Just Data Great Programs + Great Data + Great Outcomes = Great Success for American Workers! Data is useful! Complement data with narratives! Performance Training 2013 Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Performance Reporting Homework Quick Start Guide to Performance Performance Reporting Handbook v2.1 Data Elements and Edit Checks – Modified December 2012 H-1B Reporting System Tutorial #1 Introduction to H-1B Online Reporting Tutorial #2 H-1B Webinar: Performance Reporting H-1B Performance Refresher – How to Avoid Common Reporting Errors Grantee Orientation - Advanced Manufacturing Jobs Accelerator

To-Do’s Update your Contact Information Please send project contacts in addition to those on the SF-424 to your FPO and jobsaccelerator@dol.gov PLUS Please add us to your safe-list. Federal Project Officers and the National Office regularly send out e-mail “blasts” to grantees Grantee Orientation - Advanced Manufacturing Jobs Accelerator

More To-Do’s Complete the homework indicated on slides 18 & 43 Time Sensitive Complete the homework indicated on slides 18 & 43 Submit approved proposal with redaction requests by the end of the year to jobsaccelerator@dol.gov Register for the Collaboration Meeting in St. Louis On-going throughout grant life Please note FFO requirements for ETA training activities Please continue to update grantee project contact(s) including e-mail addresses and phone numbers to your FPO and jobsaccelerator@dol.gov Contact FPOs first with most questions. National Office staff will coordinate with FPO as needed Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Division of Strategic Investment U.S. Department of Labor Employment and Training Administration Division of Strategic Investment 200 Constitution Avenue, NW, Room C-4518 Washington, DC 20210 Email: jobsaccelerator@dol.gov H-1B Jobs Accelerator Team Leads: Stu Werner, SGA Lead: werner.stuart@dol.gov Sarah Sunderlin, TA/Performance Lead: sunderlin.sarah@dol.gov Grantee Orientation - Advanced Manufacturing Jobs Accelerator

Access to Webinar Resources Recordings and transcripts are available within 2 business days after the event.

THANKS! www.workforce3one.org For more information about the Workforce Investment System: Visit www.careeronestop.org Call 1-877-US2-JOBS THANKS! www.workforce3one.org