Poll Question Have you read the Supplemental Wage Information Guidance issued under TEGL 26-16, PM 17-6, and TAC 17-04?

Supplemental Wage Information Performance Accountability U.S. Departments of Labor and Education

Christina Graff Eckenroth Regional Specialist/Executive Assistant U.S. Department of Labor Employment and Training Administration Boston, MA Lekesha Campbell Management and Program Analyst U.S. Department of Education Office of Career, Technical, and Adult Education Washington, DC Melinda Giancola Chief, Data Collection and Analysis U.S. Department of Education Office of Special Education and Rehabilitative Services Washington, DC

Poll Question How many of you have a data sharing agreement in place, so that you can access your state’s UI wage records?

Poll Question How many of you have a data sharing agreement in place, so that you can access neighboring state’s UI wage records?

Discuss the Supplemental Wage Information Guidance DOL TEGL 26-16 OCTAE Program Memorandum 17-6 RSA TAC 17-04 Wage Records Considerations in Using Supplemental Data Sources of Supplemental Wage Information Best Practices Reporting Timelines

Guidance Overview: Indicators of Performance Employment Rate – 2nd & 4th Quarters After Exit Title I Youth Education and Employment Rate Median Earnings – 2nd Quarter After Exit Credential Attainment Measurable Skill Gains Effectiveness in Serving Employers

Why Wage Records? Unemployment Insurance Wage Records Reported quarterly by employers to the state’s unemployment insurance office Contain a list of employees and their quarterly wages Why Wage Records? Efficient Accurate

Access to Wage Records Intrastate Wage Records Interstate Wage Records Each program should negotiate a data sharing agreement with your state’s UI office Interstate Wage Records WRIS/WRIS2 DOL-funded programs SWIS Core programs under WIOA In development Negotiate individual wage record sharing agreements with your neighboring states’ UI offices TEGL 7-16

Issues with Using Wage Records No SSN – no wage match Individual isn’t covered by UI – no wage match Self-employed Federal employees Military/National Guard Railroads Some agriculture State specific exclusions

Considerations in Using Supplemental Wage Information Must collect employment status in the 2nd and 4th quarter after exit, and the quarterly earnings 2nd quarter after exit Must use the same method to verify employment and wages within a quarter

Considerations in Using Supplemental Wage Information Outcomes will count negatively in the performance indicators, if the agency opts not to use supplemental information Must ensure that wages reported are earned within the quarter

Sources of Supplemental Wage Information Pay Stubs – minimum of two IRS Form 941 – employer’s quarterly tax return Employment verification on company letterhead Follow-up survey Detailed case notes verified by employer, signed by counselor, if allowed by program Commission worksheets Automated database match Self-employment worksheet State directory of new hires FEDES

Best Practices Develop a written set of uniform procedures to be followed Train staff in techniques for following up with participants and employers to elicit accurate information Collect the information as close to the end of the reference quarter as possible Easy to identify certain individuals that will not appear in the wage records

Best Practices Develop a method to flag individuals who will not appear on the wage record file for follow-up Remind individuals prior to exit that you will be following up on their employment status Update contact information routinely

Timeline for Commencing Data Collection Beginning 2nd Q after Exit UI Wage Data Available Collection of Supplemental Wage Info May Begin Empl Rate – 2nd Q after Exit During 3rd or 4th Q after Exit Beginning 3rd Q after Exit Empl Rate – 4th Q after Exit During 5th or 6th Q after Exit Beginning 5th Q after Exit Median Earnings – 2nd Q after Exit Credential Attainment – within 1 Year after Exit During 2nd or 3rd Q after Exit

Timeline for Reporting Exit Quarter Report Empl Rate- 2nd Q by End of: Report Empl Rate- 4th Q by End of: Report Median Earnings by End of: Report Credential Attainment Empl within 1 year by End of: Q1 (July 1-September 30) Q1 – Next Program Year (4 Q later) Q3 – Next Program Year (6 Q later) Q1 – Next Program Year (4 Q later) Q2 (October 1- December 30) Q2 – Next Program Year (4 Q later) Q4 – Next Program Year (6 Q later) Q3 (January 1- March 31) Q3 – Next Program Year (4 Q later) Q1 – 2nd Program Year (6 Q later) Q4 (April 1- June 30) Q4 – Next Program Year (4 Q later) Q2 – 2nd Program Year (6 Q later)

Resources Guidance on the Use of Supplemental Wage Information to Implement the Performance Accountability Requirements under the Workforce Innovation and Opportunity Act DOL Training and Employment Guidance Letter No. 26-16 OCTAE Program Memorandum 17-6 RSA Technical Assistance Circular 17-04 Performance Accountability Guidance for Workforce Innovation and Opportunity Act (WIOA) Title I, Title II, Title III and Title IV Core Programs. DOL Training and Employment Guidance Letter No. 10-16 OCTAE Program Memorandum 17-2 RSA Technical Assistance Circular 17-01 Joint Guidance on Data Matching to Facilitate in WIOA Performance Reporting and Evaluation DOL Training and Employment Guidance Letter No. 7-16 Department of Education, Family Policy Compliance Office

QUIZ! Test Your Knowledge True or False? If the agency uses supplemental data for the 2nd Quarter after Exit – Employment indicator, they can still use direct wage match for the 4th Quarter after Exit – Employment indicator? True

QUIZ! Test Your Knowledge True or False? If the agency uses supplemental information to indicate the employment status on a case service record for the 2nd Quarter after Exit – Employment indicator, then they must use the supplemental information for the Median Earnings – 2nd Quarter after Exit indicator? True

QUIZ! Test Your Knowledge Multiple Choice An individual who did not provide an SSN exits the program in employment on November 1, 2017. When should supplemental wage information be collected for the 2nd quarter after exit be collected? PY17 – 4th Quarter (April 1, 2018 – June 30, 2018) PY18 – 1st Quarter (July 1, 2018 – September 30, 2018) PY18 – 2nd Quarter (October 1, 2018 – December 31, 2018) PY18 – 3rd Quarter (January 1, 2019 – March 31, 2019)

ETAPerforms@DOL.GOV