1. 03-01-06 NYS Swipe Card 0 Common Intake and Case Management New York State Swipe Card Technology by Anthony Joseph Workforce Development & Training Division, NYSDOL

2. 03-01-06 NYS Swipe Card 1 Overview 1.Implementation of New York State’s Swipe Card System. 2.How it is currently used. 3.Where is it heading.

3. 03-01-06 NYS Swipe Card 2 Initiation of NY’s Swipe Card System Mandated by the New York State Workforce Investment Board in January 2003. The Concept: A data collection system that is:  Standardized  Comprehensive  Able to provide a accurate measure of One Stop customers: Capture unregistered self service participants. Help local areas manage One Stop operations.

4. 03-01-06 NYS Swipe Card 3 Implementation  Systems to be owned and maintained by the Local Areas, and to meet requirements established by the New York State Department of Labor (NYSDOL).  NYSDOL to provide funding to Local Areas to install (purchase or upgrade) in each One Stop Center and formal affiliate site.  NYSDOL announced system requirements on 3/31/03  System implemented by 7/1/03

5. 03-01-06 NYS Swipe Card 4 Technical Assistance  Technical Advisories – providing policy guidelines  Web board -- for user discussion.  Vendor-sponsored workgroups – for users to troubleshoot.  Workshops at the New York State’s semi-annual WorkforceNewYork conference.

6. 03-01-06 NYS Swipe Card 5 Local Area Responsibilities  Request funds from NYSDOL.  Procure vendor.  Coordinate implementation within multi- jurisdictional areas, and across One Stop partners.  Physical location and configuration of hardware.  Design Intake Forms.  Design method for collecting information.  Reporting to NYSDOL.

7. 03-01-06 NYS Swipe Card 6 Required Functionality  Standardize “Card” design using the State’s Workforce Development logo and the Local’s workforce identifier.  Interface customer ID and demographics with participant tracking system.  Capture information on customers accessing One Stop Centers, including:  Demographic Information.  Activities and Services received.  Workshops.  Referrals.

8. 03-01-06 NYS Swipe Card 7 Swipe Card Design

9. 03-01-06 NYS Swipe Card 8 Required Data Fields  SSN  First/Last Name  Date of Birth  Gender  Street Address  City, State, Zip, County  Phone, Alternate Phone  Ethnicity  Race  Education Level  Currently attending school  Currently employed  Currently collecting UI  Wks. Unempl. in last 26wks.  Migrant/seasonal farm worker  PA recipient  Disables  Veteran  Disabled veteran  Preferred method of contact  One Stop Identifier  LWIA  FIPS Code

10. 03-01-06 NYS Swipe Card 9 Structured Category Lists Activities/Services  Resource Room  Computer Room  Business Cust. Services  Job/Employment Services and Fairs  Career Counseling and Assessment  Supportive Services Info.  One Stop services Overview  Rapid Response  Disability Program Navigator Workshops  Orientation  Re-employment Services/UI  Resume Writing  Interviewing Skills  LMI  Computer Skills  Job Search Strategies/Asst.  Job Readiness  Business Info. Services  Supportive Services for Successful Job Retention

11. 03-01-06 NYS Swipe Card 10 Referrals to Partners  LWIA Title I  Job Corps  NYSDOL – Labor Exchange Wagner-Peyser  Veteran Services  NYSDOL VESID (Title IV)  Adult Ed & Literacy (WIA Title II)  TANF E&T Programs  Dept. of Social Services  Trade Act / NAFTA  Senior Community E&T Services (WIA Title V)  Post-Sec. Voc Ed  Community Services Block Grant  Migrant/Seasonal Farm Worker  Native American Program  HUD E&T  NYSDOL UI  Other Supportive Services Partners Structured Category Lists

12. 03-01-06 NYS Swipe Card 11 Local Area Use of Data  Determine staffing needs.  Adjust workshop times and offerings.  Track repeat customer usage.  Review customer flow.  Study effectiveness of marketing efforts.  Isolate data regarding specialized services.  Analyze self-service participation.

13. 03-01-06 NYS Swipe Card 12 Local Area Reporting to NYSDOL For PY’05 – Swipe Card Quarterly Participant Report  Contains select data for each participant who used the One Stop during the quarter.  Prior to PY’05  Monthly “Front Door Traffic” Report  Monthly Unique Customer Report NYSDOL uses the data to:  Assess market penetration.  Assess system growth.  Identify and Report unregistered self-service participants.

14. 03-01-06 NYS Swipe Card 13 State Guidance 1.Local Area Procurement 2.Operations 3.Reporting

15. 03-01-06 NYS Swipe Card 14 WIA Participants – PY’05 Reporting Wagner-Peyser Swipe Card Title 1-B

16. 03-01-06 NYS Swipe Card 15 WIA Participants – PY’06 Reporting Wagner-Peyser PY’06 -- Functional Alignment Title 1-B Participants Swipe Card Title 1-B

17. 03-01-06 NYS Swipe Card 16 Next Steps  Local Area swipe card systems must be integrated with the State’s case management system (AOSOS). Issues:  Statewide system.  Electronic data exchange with Local systems.  Need to develop capability to capture “Individuals Accessing Services Remotely through Electronic Technologies.” Issues:  Data Element Validation.  “Participants who do not voluntarily disclose SSN.” Asking for SSN is Bad Public Policy!

18. 03-01-06 NYS Swipe Card 17 The End Thank you!