1. CBJT & HGJTI Performance Reporting Refresher May 8 th, 4:00 - 5:00 pm ET

2. 2 CBJT & HGJTI Performance Refresher Welcome to Workforce 3 One! Welcome to Workforce 3 One!

3. 3 CBJT & HGJTI Performance Refresher  To submit a question, type the question in the text field and press your Enter/Return key. ‒ Please enter the name to whom the question is directed.  Your name and your question will appear on your screen, indicating successful submission.  Questions are directly transmitted to presenters—no other participants will see your questions. Submitting Questions: Closed Chat Text Field Gary, where can I find today’s PPT?

4. 4 CBJT & HGJTI Performance RefresherPractice In the Chat Room, please type the name of your organization, your location, and how many people are attending with you today.

5. 5 CBJT & HGJTI Performance Refresher Access to Webinar Resources WEBINAR RESOURCES: Recordings and transcripts are available within 2 business days after the event.

6. 6 CBJT & HGJTI Performance RefresherPresenters Presenters:  Tom Hooper, Program Manager, Division of Strategic Investments, Office of Workforce Investment  Megan Baird, Workforce Analyst, Division of Strategic Investments, Office of Workforce Investment  Joseph Tindall, Workforce Analyst, Cherokee Nation Technologies

7. 7 CBJT & HGJTI Performance Refresher  Review OMB-approved Performance Reporting Requirements  Review Grantee Most Frequently Asked Questions  Steps for Preparing Your Narrative Report  Submitting Final Reports  Accessing Your Grant’s Common Measure Results  Upcoming CBJT & HGJTI TA Events  Q&AAgenda/Objectives

8. 8 CBJT & HGJTI Performance Refresher Who are CBJT and HGJTI Grantees  ETA has awarded over $935.6 million in 320 CBJT and 182 HGJTI grants  Current # of Active Grants: –99 CBJT & HGJTI grantees CBJT: Rounds 3, 4 & 5 HGJTI: Aging Worker Initiative (AWI) and Energy and Construction and Skilled Trades  Check out CBJT and HGJTI performance to- date at: www.doleta.gov/performance/results/reports.cfm www.doleta.gov/performance/results/reports.cfm

9. 9 CBJT & HGJTI Performance Refresher Resources New CBJT & HGJTI grantee Community of Practice (CoP)! https://etagrantees.workforce3one.org

10. 10 CBJT & HGJTI Performance RefresherResources  Performance Reporting Resources: –CBJT & HGJTI Quarterly Reporting Instructions –CBJT & HGJTI Reporting Glossary and Guide –ETA-9134 Form –FAQs: –CBJT & HGJTI Performance Key Policy Decisions –CBJT & HGJTI “Greatest Hits” –AWI HGJTI “Greatest Hits” –NEW: Guidebook to Performance Reporting –Performance At Work (PAW) & Aging Worker Data (AWD) –PAW & AWD are voluntary MIS systems for use by some CBJT & HGJTI grantees who may not have a management information system in place, that calculate most of the data elements required on the ETA-9134 form –EBSS User Guide –Fact Sheets on Common Measures, Supplemental Data, and Gap in Service

11. 11 CBJT & HGJTI Performance Refresher Other Resources  Financial Reporting Resources: –Links to ETA’s financial reporting Web site  Programmatic Resources: –Job Placement TA Resources and Best Practices –Career Pathways TA Resources  Access to resources and best practices developed by other ETA grantees To access these resources, visit the CBJT & HGJTI CoP, at https://etagrantees.workforce3one.org https://etagrantees.workforce3one.org

12. 12 CBJT & HGJTI Performance Refresher Quarterly Performance Reporting Requirements  Updated OMB-approved quarterly progress reporting requirements took effect on October 1, 2011, beginning with the report submitted for the quarter ending December 31, 2011 –Updates have not added new reporting requirements for grantees, but rather allow grantees to capture outcomes they were already tracking and reporting in a different way. (Please refer to “Performance Reporting Greatest Hits FAQ” for additional information)

13. 13 CBJT & HGJTI Performance Refresher Quarterly Performance Reporting Requirements  Key Updates: –Incorporation of the Reporting and Glossary Guide into the approved required reporting package –Update to the definitions for the data elements “Number Entered Employment” and “Number Entered Training-Related Employment” on the ETA-9134 Form Now captures employment outcomes for participants who successfully complete education/training activities and secure employment after the quarter of completion –Update to the definition for the data element “Number Received Degree/Certificate” on the ETA-9134 Form Now captures credentials attained for participants who successfully complete education/training activities and obtain credentials after the quarter of completion

14. 14 CBJT & HGJTI Performance Refresher Quarterly Performance Reporting Requirements – CBJT Rd 5 ONLY  CBJT Rd 5 grantees (awarded July 1, 2010 and grant number begins with CB-20XXX) have additional outcomes identified in their SGA –Type of Credentials Received –Total Credentials Received –Employment Retention  These outcomes (applicable ONLY to CBJT Round 5 grantees) should be reported in the narrative report, section D1.I. Additional Information (Be on the lookout for the highlighting additional outcome requirements specifically for CBJT Round 5 grantees!)

15. 15 CBJT & HGJTI Performance Refresher Quarterly Performance Reporting Requirements  Important Note: The ETA-9134 Form has not changed in EBSS!

16. 16 CBJT & HGJTI Performance Refresher “Real-time” Outcomes vs. ETA’s Common Performance Measures  “Real-time” performance measures are reported by all grantees for the quarter in which the activity occurred, in alignment with grantee SOWs.  Including: total participants served, number completed education/training, number entered employment, and number entered training-related employment  In Addition, CBJT Round 5 grantees ONLY report types of credentials (received upon program completion), total credentials received, and employment retention in section D.1I of the narrative report.  ETA’s Common Performance Measures are exit-based and are separate from, and in addition to, outcomes reported by grantees on the ETA-9134 Form and in narrative reports.

17. 17 CBJT & HGJTI Performance Refresher "Real-time” Performance Outcomes are reported on the ETA-9134 Form, in the quarter in which the activity occurs. Reporting Real-time Performance Outcomes  Participants Served  Began Receiving Education/Training Activities  Completed Education/Job Training Activities  Received Credential  Entered Employment  Entered Training-related Employment CBJT Round 5 grantees ONLY report additional “real-time” performance outcomes in their narrative report, section D1.I Additional Information  Type of Credential  Total Credentials Received  Retained Employment

18. 18 CBJT & HGJTI Performance Refresher Reporting Common Performance Measures Outcomes Common performance measures are exit-based, and are separate from, and in addition to, real- time outcomes reported by grantees on the ETA-9134 Form. Common performance measures include: entered employment rate; employment retention rate; and, average earnings. Option 1: Submit SIR files to ETA and ETA calculates results on behalf of grantees. Option 2: Grantees calculate through supplemental data and submit results to ETA. Upload an Individual Records File (in.CSV format) OR click the No Exiters check box.

19. 19 CBJT & HGJTI Performance Refresher Reporting Participants Served on the ETA-9134 Form

20. 20 CBJT & HGJTI Performance Refresher Reporting Participants Served Total Exiters: All participants who exited during the previous reporting period, successful completers or not,are entered here. Total Participants Served: All participants who received grant-funded services during the reporting period. This includes new participants and all other participants continuing to receive grant-funded services. New Participants Served: Total number of people who received their first grant funded service during the reporting period. Demographic Data (Refer to the Guidebook for additional information on reporting participants served)

21. 21 CBJT & HGJTI Performance Refresher Reporting Demographic Information  Demographic information self-identified by participants includes: gender, ethnicity, racial information, and persons with a disability  Ethnicity is captured prior and in addition to race ‒ “Hispanic/Latino” = participants who self-identify their ethnicity as Hispanic/Latino Of those participants who self-identified their ethnicity as Hispanic/Latino, report racial information, as appropriate  Note: Some individuals that self-identify their ethnicity as “Hispanic/Latino” do not self-identify a racial category. If an individual does not self-identify a race, then racial information would not be reported for the individual. Reporting Participants Served

22. 22 CBJT & HGJTI Performance Refresher Reporting Education/Training Activities and Employment Outcomes on the ETA-9134 Form

23. 23 CBJT & HGJTI Performance Refresher Reporting Education/Training Activities  “Completed” indicates successful completion of education/job training activities in the reporting quarter –Reported only one time for each individual –Completion triggers participant follow-up activities, such as collecting and reporting credential and employment outcomes  Credentials –Reported for participants that successfully complete –Grantees can now report all credential outcomes achieved to-date on the ETA- 9134 Form, as it aligns with the definition for this data element For all grantees, credentials obtained upon completion are reported as C.2a “Number received a Degree or Certificate” FOR CBJT Round 5 grantee ONLY, addition credential outcomes obtained upon completion are reported in section D1.I of the narrative report for “Type of Credential” and “Total Credentials Received” –Credentials obtained prior to program completion should not be reported on the ETA-9134 Form, however, grantees should report all pre-completion credentials obtained in section D.1I “Additional Information” of their quarter narrative report, as appropriate.

24. 24 CBJT & HGJTI Performance Refresher Reporting Employment Outcomes  All CBJT & HGJTI grantees are required to report “real-time” employment outcomes on the ETA-9134 Form, in alignment with the outcomes that they identified in their statement of work –In addition, CBJT Round 5 grantees ONLY are required to report “real-time” employment retention outcomes in section D1.I of the narrative report, in alignment with outcomes they identified in their statement of work  Reporting “Entered Employment” and “Entered Training-related Employment” –Grantees can now report employment outcomes achieved to-date on the ETA-9134 Form, as it aligns with the definitions for these data elements –“Entered Employment is a sub-field of “Number Completed Education/Training Activities. Participants must be reported as completers to be reported as entered employment on the ETA-9134 Form “Entered Training-related Employment” is a sub-field of “Entered Employment” and “Number completed Education/Training Activities.” Participants must be reported as completers and entered employment to be reported as entered training-related employment on the ETA-9134 Form NAICS codes are reported for all participants reported as “Entered Training-related Employment” –FOR CBJT Round 5 grantee ONLY, addition employment outcomes obtained upon completion are reported in section D1.I of the narrative report for “Retained Employment.”

25. 25 CBJT & HGJTI Performance Refresher Reporting Employment Outcomes – Incumbent Workers  Individuals employed at the start of training must obtain a new position of employment after program completion to be reported as “Entered Employment” and “Entered Training-related Employment” on the ETA-9134 Form. –If incumbent workers complete grant-funded education/job training activities and retain employment, but do not meet ETA’s definition of Entered Employment (data element C.2b), these incumbent worker employment outcomes should be reported in section D.1.I “Additional Information” of the narrative report, as it aligns with the grantee’s outcomes identified in their Statement of Work (SOW). Sample Template Additional Incumbent Worker Outcomes Incumbent Workers who Retained Position of Employment After Completion Current QuarterCumulative Grant-to-date * Data reported is not duplicative of outcomes reported on ETA-9134 Form (Refer to “Performance Reporting Greatest Hits FAQ” and Guidebook for additional information on reporting incumbent worker employment outcomes)

26. 26 CBJT & HGJTI Performance Refresher Number Completed Education/Job Training Activities: Participants who successfully completed education/job training activities. An individual participant may only be reported once in “Number Completed Education/Job Training Activities,” and can then also be reported in subsections 2a, “Number Received Degree/Certificate,” 2b, “Number Entered Employment,” 2c “Number Entered Training-related Employment,” and under a NAICS sector. For CBJT Round 5 grantees ONLY, participants reported in “Number Completed Education/Job Training can also be reported for “Type of Credential,“ “Total Credentials received,” and “Employment Retention” in the narrative report. Number Entered Training -Related Employment: This field is a sub-set of C.2b Number Entered Employment, An individual participant reported here must also be reported in C.2b Number Entered Employment. Must be equal to the sum of the numbers entered in the North American Industrial Classification System (NAICS) Sector fields. Reporting Training Activities and Employment Outcomes (Refer to the Guidebook for additional information)

27. 27 CBJT & HGJTI Performance Refresher Section D.1 Quarterly Narrative Report

28. 28 CBJT & HGJTI Performance Refresher Item D.1. Report Comments/Narrative

29. 29 CBJT & HGJTI Performance Refresher Quarterly Narrative Report: Reporting Additional Outcomes Achieved and Successes  Section D.1I Additional Information: Reporting credentials obtained prior to program completion, incumbent worker employment outcomes, employment obtained prior to program completion, and other outcomes identified in grantee SOWs, as appropriate, as well as additional outcomes applicable to CBJT Round 5 ONLY grantees  Section F.1G Best Practices and Lessons Learned

30. 30 CBJT & HGJTI Performance Refresher Narrative Report: D.1.I Additional Information Section I. Additional Information  Grantees should report additional outcomes specified in the Statement of Work that do not align with the ETA- 9134 form, as appropriate, such as employment obtained prior to program completion; credentials obtained prior to completion; wage increases achieved by incumbent workers, etc. (refer to the “Guidebook” for suggested templates for reporting additional outcomes in the narrative report)

31. 31 CBJT & HGJTI Performance Refresher Section I. Additional Information  CBJT Round 5 Grantees ONLY should also report: −Type of Credentials Received (this field is a sub-field of C.2a Number Received a Degree/Certificate) −Total Credentials Received (total sum of all credentials obtained upon completion, including any credentials reported in C.2a “Number Received a Degree/Certificate”) −Employment Retention (employment retained on both the 1 st and 2 nd quarter following the quarter of employment for employment reported as “Entered Employment”) Narrative Report: D.1.I Additional Information Sample Template Additional CBJT Round 5 Outcomes Quarter ending xx/xx/xx Type of Credential Total Credentials ReceivedEmployment Retention Current Quarter Cumulative Grant-to-date Current Quarter Cumulative Grant-to-date Current Quarter Cumulative Grant-to-date TOTAL: Certificate Associate’s Degree Bachelor’s Degree Other Degree Other Credential

32. 32 CBJT & HGJTI Performance Refresher Sharing your grant’s best practices and success stories Narrative Report: Section D.1G Best Practices and Lessons Learned Quarterly Workforce Systems Results Report www.doleta.gov/performance/results/reports.cf m

33. 33 CBJT & HGJTI Performance Refresher Final Progress Reports:  For the last calendar quarter in which grantees are active, they will not submit a quarterly performance report, but will include information on their activities that quarter in the Final progress report submitted in EBSS.  Reports are due within 45 days after the end of the last calendar quarter in which their grant was active and no later than 90 days after all funds have been expended or the period of grant funds availability has expired. ‒ For grants whose period of performance ends or all grant funds have been exhausted during the first 45 days of a calendar quarter, please note that the Final progress report must be submitted in EBSS within 90 days of this end date. Submitting Final Progress Reports:  Final progress reports are submitting in EBSS by selecting the quarter end date for the last quarter in which the grant was active. ‒ Note, there is not a “Final Report” option in EBSS. Grantees should clearly identify in their narrative report if a report is the Final Report. Final Progress Reports

34. 34 CBJT & HGJTI Performance Refresher Accessing your grant’s common measure results! CBJT and HGJTI grantees are able to access their grant-specific Adult Common Measure results for all quarters in which exiter cohorts were reported. Adult Common Measure results are provided in the Common Reporting Information Services (CRIS) Reports through the EBSS on-line reporting system. ‒ CRIS is the arrangement used by DOL/ETA to match wage records to exiter information provided in SIR files in order to calculate Adult Common Measure results, providing national and grantee-specific aggregate results reports by quarter and by cumulative 4- quarter periods. ETA’s Adult Common Measure Results (Want more information on common measures? Refer to “Fact Sheet: ETA’s Common Measures”) ETA’s Adult Common Measures: Entered Employment Employment Retention Average Earnings ETA’s Adult Common Measures: Entered Employment Employment Retention Average Earnings

35. 35 CBJT & HGJTI Performance Refresher How to Access CRIS Reports  Log in to your grant’s EBSS user account  On the main EBSS Quarterly Performance Reporting page select the link “Common Reporting Information Services (CRIS)” located directly beneath Report Date drop- down menu

36. 36 CBJT & HGJTI Performance Refresher  Select a specific report quarter from the drop-down menu, identify preferred report format, and select “Generate Report”  If available for the selected quarter, a CRIS report will be generated reflecting Adult Common Measure results available for both the “current quarter” selected and “cumulative 4-quarter” through the quarter selected  If results are not yet available for the quarter selected, the following message will be displayed, “There are no results to report for this quarter.” How to Access CRIS Reports

37. 37 CBJT & HGJTI Performance Refresher

38. 38 CBJT & HGJTI Performance Refresher Upcoming TA Events and Resources!  Available Now: ‒ Check out “Job Placement” resources available on the CBJT & HGJTI CoP! ‒ Check out “Financial Reporting” resources available on the CBJT & HGJTI CoP!  Coming Soon – Stay Tuned!: ‒ 3 rd Party Review (CBJT Round 5 grantees ONLY) ‒ Products and Deliverable Submission

39. 39 CBJT & HGJTI Performance Refresher Please enter your questions into the Chat Room! Question and Answer Period

40. 40 CBJT & HGJTI Performance Refresher Division of Strategic Investments U.S. Department of Labor Employment and Training Administration 200 Constitution Avenue, NW Room C-4518 Washington, DC 20210 Website: http://www.doleta.gov/BRG/http://www.doleta.gov/BRG/ Email: ‒ HGJTI Grantees: businessrelations@dol.govbusinessrelations@dol.gov ‒ CBJT Grantees: communitybased.grant@dol.govcommunitybased.grant@dol.gov T: (202) 693-3949

41. 41 CBJT & HGJTI Performance Refresher Share Your Ideas with Your Peers! Share your demand-driven strategic plans, models, innovations, resources, and ideas! You have the option to submit content for review by uploading the resource or providing a link to the resource.

42. 42 CBJT & HGJTI Performance Refresher Access to Webinar Resources WEBINAR RESOURCES: Recordings and transcripts are available within 2 business days after the event.

43. 43 CBJT & HGJTI Performance Refresher Stay Informed, Get Connected!

44. 44 CBJT & HGJTI Performance Refresher www.workforce3one.org For more information about the Workforce Investment System:  Visit www.careeronestop.orgwww.careeronestop.org  Call 1-877-US2-JOBS