Philadelphia Works Board Briefing Book 12/18/2014 by rachel polisher

Board Meeting Briefing Book Thursday, December 18, 2014 3:00 p.m. â&#x20AC;&#x201C; 5:00 p.m. Comcast One Comcast Center 1701 JFK Blvd., 3rd Floor Philadelphia, PA 19103

Philadelphia Works Board Members

Board Members William Strahan Chair Comcast Cable Communications

David Donald Vice Chair PeopleShare

Nicole Pullen Ross Secretary Goldman, Sachs & Co

Regine Metellus Treasurer University of Pennsylvania

Andrea Agnew Comcast Cable Communications

John Grady Philadelphia Industrial Development Corporation

Elizabeth Riley-Wasserman Mercy Health System

Phillip Barnett PECO Energy Company

Alan Greenberger Philadelphia Commerce Department

Norma Romero Mitchell Benefits Plus Consulting Group

Anthony S. Bartolomeo Pennoni Associates, Inc.

Ed Grose Greater Philadelphia Hotel Association

Alan N. Rosenberg Temple Health

Ryan Boyer Laborers District Council Philadelphia

Tracee L. Hunt Total HR Solutions, LLC

Jay Spector JEVS Human Services

Mark Edwards Philadelphia Works

Margaret M. Jones The Children’s Hospital of Philadelphia

Wayne Trout PA Office of Vocational Rehabilitation

Patrick J. Eiding Philadelphia Council AFL-CIO

Gabriel Mandujano Wash Cycle Laundry, Inc.

Peter Tubolino Siemens Building Technologies

Peter Franks Drexel University

Joseph M. Parente KPMG LLP

Bud Tyler The EF Precision Group

Donald Generals Community College of Philadelphia

Ajay Raju Dilworth Paxson LLP

Dmitry Zhmurkin PA Bureau of Workforce Partnership & Operation ( BWP&O)

Jim Gillece Allied Barton Security Services

Judith Rényi Mayor’s Commission on Literacy

Board Meeting Briefing Book December 18, 2014

Table of Contents Meeting Agenda ..........................................................................................................i Consent Agenda ........................................................................................................ 1 Workforce System Success Story……………………………………………………………3-4 Dashboard Metrics ............................................................................................. 5-6 CEO Update .......................................................................................................... 7-30 Board and Committee Minutes ........................................................... 31-68 Action Items ...................................................................................................... 69-73 Appendices ................................................................................................................ 75 • • • •

Reports from Affiliates................................................................ ..77-84 The Philadelphia Perspective on WIOA……..………………….…85-96 Finance Report ........................................................................... .…..97-110 Workforce System Quarterly Summary Report………..….…111

Philadelphia Works Business Meeting Thursday, December 18, 2014 Comcast, 1701 J.F.K. Blvd, 3rd floor, Philadelphia, PA 3:00-5:00 PM Presiding: William J.T. Strahan AGENDA Welcome Remarks

William J.T. Strahan

Opening Remarks & Consent Agenda • CEO Update (p. 7-30) • September 17, 2014 Meeting Summary (p. 33-36) • November 14, 2014 Meeting Summary (p. 37-42) • Committee Meeting Summaries (p. 43-68)

William J.T. Strahan /Mark Edwards

II.

Customer Testimonials (see Success Stories p. 3-4)

Mark Edwards

III.

Youth Council Patrick Eiding • Committee Update • ACTION: WorkReady Summer Renewal Procurement Process (p. 69 ) • ACTION: YouthWorks Administrator Request for Proposal Ad Hoc Workgroup (p. 71)

IV.

Board Development • Committee Update

Ajay Raju

Finance • Committee Update • ACTION: Approve Financial Statements for the three months ended September 30, 2014 (p. 73 and pgs. 97-110)

Phillip Barnett

VI.

Research & Policy • Committee Update • Philadelphia’s Perspective on WIOA Policy (85-96)

Judith Rényi

VII.

Closing Remarks

William J.T. Strahan

VIII.

Adjournment

The meeting will be followed by a private reception for board members and invited guests from 5:00-6:30pm on the 45th floor.

Consent Agenda Items Overview The following items are on the Philadelphia Works Consent Agenda for December 18, 2014: 

CEO Update Report (p. 7-30)



September 17, 2014 Business Meeting Summary (p. 33-36)



November 14, 2014 Special Business Meeting Summary (p. 37-42)



Committee Meeting Summaries and Reports for this Quarter (p. 43-68)

Items on the Consent Agenda will not be discussed unless requested by a Board member. The following is a brief overview of each item. CEO Update Report This report highlights efforts and progress during the quarter. More details on the information and initiatives outlined in this report, as well as other efforts in which the Board is engaged, can be found in related sections within the board briefing book, or are available at www.philaworks.org. Minutes: September 17, 2014 Business Meeting The Board is being asked to approve the draft minutes from the September 17, 2014 Business Meeting. Minutes: November 14, 2014 Special Business Meeting The Board is being asked to approve the minutes from the November 14, 2014 Special Business Meeting to approve service providers and select sites for integrated career centers. Committee Meeting Summaries The Board is being asked to approve the committee meeting summaries included in today’s board briefing book.

Workforce System Success Stories Aker Philadelphia Shipyard — Providing Jobs and Training for Veterans Aker Philadelphia Shipyard has been involved with the Southeast Regional Workforce Development Partnership (SERWDP) almost from the very beginning. Mr. Jim Clark, Manager of Training, was one of the original co-chairs and held that role for five years. The partnership has supported Aker directly in providing resources to support some of the training required to upgrade their workers’ skills. Training is important but the RIGHT training at the RIGHT time with the RIGHT people is more important. The partnership has provided support and guidance along the way in identifying training providers, conducting surveys, offering financial support and most importantly in gathering companies to address similar issues related to employee training. Of the many great things accomplished over the years was the creation of the SERWDP Sustainability Fund. Member companies contribute to the fund thereby contributing to the overall growth of the partnership. One of the many success stories over the years was Aker working very closely with Philadelphia Works and PA CareerLink® to find candidates for a Laborer-Scaffold Builder Trainee program. In June 2013, management at Aker Philadelphia Shipyard identified the need for the training program and created the job description. Aker wanted veterans to fill the positions so they contacted Philadelphia Works to discuss the requirements. The veteran's representative from PA CareerLink® identified candidates who meet the criteria and referred those people to Aker. Aker met with candidates in August 2013 and those selected started the training program on September 16, 2013. Philadelphia Works, through the SERWDP’s Industry Partnership funding, contributed $26,000 in training funds. One of the veterans referred by the PA CareerLink® was Mr. Napoleon Heath, a 26-year veteran of the U.S. Coast Guard. Mr. Heath had previously been employed in the environmental field but at the time of his application for training was unemployed due to a layoff. His initial thought when he heard about the opportunity was that it would be a positive experience for him and his family. During his tour of the Aker shipyard he was impressed with capabilities that the company offered and was pleased to be accepted into the training program. Having been employed for over a year with Aker, Mr. Heath has already had one hourly pay increase and will be eligible for another in 2015. Mr. Heath’s experience working with PA CareerLink® and the veteran’s representative was also a positive one because he felt good knowing that there were people who hadn’t forgotten about the veterans and that special services were available. EDSI EARN Center — From Unemployed to Helping the Unemployed EDSI is excited to share this success story in the EARN customer’s own words: “My name is Shaunte Collins and what landed me at the EARN Center was my own decision. As a pregnant mother with a six month old, I had struggled with the time and cost of my commute to New Jersey where I worked as a Family Support Specialist. After the birth of my daughter, I could not commute any longer. Despite my strengths, like graduating with a Bachelor’s degree, I still faced adversity. I ended up on public assistance, and rather than be exempt for a year, I pleaded to be sent to

the EARN Center in hopes of finding employment. I dreaded sending my child to daycare at seven weeks old, but I knew this sacrifice was needed to be successful. I enrolled in the EARN Center on October 6, 2014. Every day, I came on time and put my all into everything. The EARN Center helped rejuvenate me. I began empowering, motivating and networking with others. I realized that the EARN Center helped affirm my calling. I began applying for case management jobs and went on numerous interviews. I did a mock interview with the Director of the EARN Center. I was nervous but remained calm and treated it like a real interview. She suggested I apply with EDSI. As a result, on November 17, I will be an Employment Advisor with EDSI. Through my trials and tribulations, I remained humble. I set an attainable goal of gaining employment, and while I got discouraged at times, I did not quit. I plan on using my skills to empower clients to apply themselves and be their best. Thank you to the EARN Center for leading me back to self-sufficiency.” Ms. Collins is working 40 hours per week earning a salary of $35,000 with a benefit package that includes health insurance. Mr. Clark, Mr. Heath and Ms. Collins have all been invited to share their success stories at the December board meeting. See more Workforce Success Stories in appendices: ‘Reports from Affiliates’.

Dashboard Metrics – July 1, 2014 through September 30, 2014 Unemployment in Philadelphia: 45,161– 7.1% (September 2014)

Labor Market Participation: 640,107 (September 2014)

Key Performance Indicators - Funder Defined Metrics for the System ALL 9 Common Measures were met All 2014 EARN Program performance benchmarks are met (data not yet available on EARN performance)

Building a skilled and thriving workforce: these measures indicate if program services are on-target Supply Side

Demand Side

Total system placements WIA system lags – EARN system improves

Number of employers engaged in targeted industries Number of Compact’s among key industries increased

Total number of Youth (14 – 21) receiving services

Number of small businesses engaged Tool to collect this information is under development

WIA registrations of Adult & Dislocated Workers is on-target

Number of new job orders entered into the State data system, CWDS

Number of WIA training participants Job seekers using the PA CareerLink® system

Number of new employers entering new job orders into the State system Number of job seekers placed into employment by WIA staff

Job seekers assigned to the EARN system Month-to-month trend 5

Resources for our Work

Special Initiatives

WIA Formula Program Funding Is Expended as Budgeted Training

On-the-Job Training â&#x20AC;&#x201C; National Emergency Grant Funds

Metrics indicate if we are using resources as approved

Projects funded outside the formula WIA or EARN systems

Philadelphiaâ&#x20AC;&#x2122;s high unemployment rate makes dislocated workers eligible. Placements into training have increased.

WIA Contractors Industry Partnerships

Philadelphia Works administers the Advanced Manufacturing/ Logistics & Transportation Partnership. In FY2015 funding continued through multiple sources for employer determined training for incumbent workers and support activities. Some funds are available for use across multiple years. State Funds for FY2014 are $74,243.

EARN Program Funding is Expended as Budgeted

Jobs Specific Skills Training (JSST) Are Occupationally-Targeted Training for TANF Clients

Note: EARN and JSST performance reimbursement payments lag behind one to four quarters

CEO Update Report Selected Highlights of Current and Ongoing Efforts Prepared for the Philadelphia Works Board For the Period October-December 2014 Updates in this Report Update on the System

Policy and External Relations

Research, Labor Market and Performance Management Human Resources Workforce Services Delivery Strategy

Finance

Employer Engagement Activities

Compliance

For detailed information on all Philadelphia Works activities, visit www.philaworks.org

Update on the System Workforce System Update Briefing with Mayor Nutter On November 7, 2014, Mr. Mark Edwards and Board Chairman Mr. William Strahan met with Mayor Nutter to provide an overview of recent activities. The briefing topics included: State Agency Updates • Based on input provided by Philadelphia Works, the PA Department of Public Welfare (DPW) instituted new per person performance metrics for the EARN program which began on July 1, 2014. Data will be available in January 2015 to inform Philadelphia Works on how the system is working. • DPW also invited Philadelphia Works to advise them and provide labor market data for their federal grant proposal to pilot new approaches to delivering employment and services for certain recipients of SNAP benefits (formerly food stamps). If funded, the pilot would begin with services for residents in West Philadelphia’s Promise Zone, then expand to Philadelphia and statewide over a three-year period. • The PA Department of Labor & Industry (L&I) granted Philadelphia Works’ request to support allocated hard and soft costs for the new No Wrong Door centers. Philadelphia Works also resolved all of L&I’s outstanding audit concerns. • Mr. Edwards was asked by L&I to serve on two workgroups dedicated to the state transition to from the Workforce Investment Act (WIA) to the Workforce Innovation and Opportunity Act (WIOA)—the Service Delivery Committee and Employer Engagement Committee. 7

No Wrong Door Update We briefed the Mayor on the Workforce & Economic Development Committee’s recommendations on the selection of the new site locations and integrated career center providers in advance of the Philadelphia Works Board of Directors special meeting on November 14, 2014. Transition to WIOA Mr. Edwards highlighted the operational strategies that Philadelphia Works would institute during the transition from WIA to WIOA. (See “Preparing for WIOA” on pg. 10 and “The Philadelphia Perspective on WIOA” pgs. 85-96 for more details.) YouthWorks Administrator Request for Proposal Philadelphia Works will release a Request for Proposals in December to select a YouthWorks Administrator. Proposals will be due in February 2015 and the contract will run from July 1, 2015 through June 30, 2016. H1B Ready to Work Grant On October 15, 2014 the U.S. Department of Labor announced that our partner District 1199C Training and Upgrading Fund was a recipient of almost $4 million for their Delaware Valley Healthcare Training and Employment Project that spans three states. Philadelphia Works pledged support in registering participants under WIA (WIOA), providing labor market information, participating in the advisory committee and in the evaluation and monitoring of the project. Philadelphia Works accompanied District 1199C, employer partners and successful trainees to the October 23, 2014 meeting with Secretary of Labor Thomas Perez and Assistant Secretary for Employment and Training Portia Wu. While Philadelphia Works was unsuccessful with their proposal, we are delighted to know Philadelphia residents will benefit from these funds and to be an active partner. Compass project: In-Kind Strategic Guidance for Stronger Nonprofits Philadelphia Works received an in-kind grant through Compass, a group of MBAs who seek to engage business professionals with local nonprofits to transform communities. Our Strategic Partnerships & Collaboration Grant will provide concrete deliverables in response to our grant statement: Philadelphia Works staff members have found it difficult to manage the work groups in an effective and efficient manner while staying within the funding boundaries and strategic responsibilities to the larger system of Philadelphia Works and maintaining positive working relationships with partnering organizations. Compass team members led by Richard Sternhell and Leily Saadat-Lajevardi will be interviewing key stakeholders through December and January. Some board members may expect to be part of the interview process. February through April, the team will share their findings and develop process, messaging and other products. The project concludes in May 2015. 2014 PA Workforce Investment Board Symposium On October 16, 2014 Mr. Edwards participated on a panel at the 2014 PA Workforce Investment Board Symposium. The session entitled “After WIOA: The Widening Future Worker Gap” reviewed how the 8

workforce system will need to find ways to integrate non-traditional populations — persons leaving the welfare system, citizens returning from incarceration, veterans, refugees and immigrants — into the workforce as cohorts of more traditional workers decline. Youth Council Update On Monday, November 10, the Year-Round Workforce Investment Act (WIA) Youth Provider Request for Proposals (RFP) closed. Currently, independent review teams are reading and scoring proposals. The WorkReady Committee will review the scores and make a recommendation to the Youth Council. This recommendation will be brought to the Philadelphia Works Board in early 2015. The 2014 WorkReady Philadelphia report was officially released at the Breakfast of WorkReady Champions on November 13, 2014. It can be viewed at www.workreadyphila.org. The report highlights the performance of year-round and summer programs operated over the last year, which served 9,953 youth across multiple models for both in-school and out-of-school youth. To make this success possible, Philadelphia Works Board-approved WIA and TANF funding ($11.3 million) was leveraged by approximately $10.2 million from the local public sector ($7.8 million) and private sector ($2.4 million) for a total of more than $21 million invested in WorkReady programs. More youth were served through both year-round and summer models than in the previous year. No Wrong Door Update - Integrated Services Delivery Four contractors were selected at the special November Board meeting to deliver integrated services in the newly selected locations for the PA CareerLink® Philadelphia centers. Four Center Services contractors are: Impact Services, JEVS Human Services, Congreso and Eastern North Philadelphia Workforce Development Corporation (ENPWDC). A fifth contractor was chosen, Educational Data Systems, Inc. (EDSI) as the Cross-Center Services contractor. EDSI will provide services to not only the centers but also to community-based organizations across the city and to employers. Timelines and Renovation Demolition began on the PA CareerLink® Suburban Station Center in late November. It is anticipated that PA CareerLink® Suburban Station and Career Team EARN center staff will move back onto the second floor in early February. They will be co-located on the second floor delivering services to their respective customers until the newly assigned Integrated Services contractor transitions into this space around the end of March 2015. We are nearing the end of our lease negotiations at 3901 Market Street, we have a signed contract with the owner of 5847 Germantown Avenue and are currently in negotiations with the fourth site at 4261 N. 5th Street. General Policy Update Workforce Innovation and Opportunity Act (WIOA) The Department of Labor has announced that WIOA regulations will be available for public comment on January 18, 2015 with July 1, 2015 marking the beginning of the first program year. We have conducted briefings for board members and stakeholders about the law’s impact and provided input to federal agencies on Philadelphia’s perspective. 9

Temporary Assistance for Needy Families (TANF) In mid-September, Congress passed a continuing resolution (CR) that extended the TANF block grant through December 11, 2014. Without this extension, TANF would have lapsed on September 30. The CR, however, cut the TANF Contingency Fund to $598 million and eliminated funding for TANF-related research, previously set at $15 million per year. State Government Updates •

•

Governor-Elect Tom Wolf will take office on January 20, 2015. He has announced that Kathleen “Katie” McGinty will serve as his Chief of Staff and on November 13, he also introduced the leadership of his Transition Team, with Drexel University President John Fry as his Transition Chair. As a result of the enactment of House Bill 993, the Department of Public Welfare has officially changed their name to the Department of Human Services, effective November 24, 2014, to better reflect the breadth of their responsibilities. In order to minimize costs, the new name will be phased in gradually and documents will continue to use “Department of Public Welfare” until existing supplies and signage are exhausted or in need of repair.

WIA Local Plans The PA Department of Labor and Industry (L&I) has advised local areas that the local plans we would develop under WIA are currently on hold. L&I intends to analyze the new plan requirements under WIOA and provide local areas with new guidance once more information is available. Educating Elected Officials Through coordination with the PA Workforce Development Association (PWDA), Philadelphia Works had opportunities, with other local areas, to engage with both Governor Corbett and Governor-elect Tom Wolf’s campaign offices prior to the election to educate them on the workforce system locally and statewide. We also continue to meet with elected officials to introduce them to our work and brief them on our “No Wrong Door” process and will closely monitor the upcoming Philadelphia mayoral election. More information on our policy and educational work with elected officials may be found in the Policy and External Affairs section of this report. Preparing for WIOA In addition to offering regulatory input, Philadelphia Works is reviewing areas of our work to determine how we can best prepare ourselves for the transition to WIOA implementation, based on what we currently know of the law. We outlined some specific action steps that we can begin to take now and some of noteworthy preparation efforts include: • asking our contractors to begin recording additional information such as credential achievement to better position us for this transition; • working closely with our “No Wrong Door” consultant to anticipate changes to our new service delivery model;

• •

•

reviewing board membership and required board duties to determine what strategies we would need to bolster; initiating conversations with our Southeastern Pennsylvania partners and our statewide association so that we can offer a united perspective on the development of regions in Pennsylvania; and evaluating our procurement process to prepare for the timeline and changes of the new law. We are working closely with our current competitively procured Youth Works Administrator to discuss the possibilities available to us including a phase-in implementation or even a waiver, based on the impact fiscally and to our performance.

Year 2 Operational Plan to Advance the Philadelphia Works Strategic Plan Philadelphia Works is in the second year of our implementation of the strategic plan. As informed by the board, our strategic plan is our work plan and each business unit creates a yearly operational timeline with goals to advance our five priorities. Last year many of our year-long goals were around setting up systems and processes. This year, our goals move through implementation towards a result. A good example is the rehabilitation of the second floor space and the opening of the integrated center in this location. Another example is moving from the creation of a compliance plan to evaluating and taking actions to mitigate risk. Special Activities Philadelphia Works Fall Fling! On October 3, 2014, Philadelphia Works staff got together for a cookout at Belmont Grove. This “Fall Fling” event was planned and executed by the Executive Business Unit who developed the menu, created group activities designed to foster employee engagement and encourage employee participation. The event allowed staff to interact with one another outside of the office and get to know those whom they may not work with on a daily basis. Preliminary feedback received was positive and a follow up survey indicated that the majority of employees were very satisfied with the overall event. Future activities will be planned by the other business units.

Professional Fellowship Program

Visiting Fellows Program In October, Philadelphia Works hosted two visiting fellows from the Hands Along the Nile Development Services, Inc. (HANDS) Professional Fellows Programs. Ms. Dalia Soliman and Ms. Amira Hassan participated in the professional exchange program with Philadelphia Works. The theme of the program was how economic development benefits women. Ms. Soliman and Ms. Hassan spent three weeks at Philadelphia Works learning about the mission and vision of the organization, attending meetings with staff and visits to partner organizations. The program culminated in a presentation from the two fellows to Philadelphia Works staff on what they learned during their time in Philadelphia. â&#x20AC;&#x153;The recent partnership with Philadelphia Works has been one of the best experiences I have ever had in my career! I am truly so grateful and honored that I had an opportunity to meet and cooperate with you and also with your colleagues; thank you so much for generously opening your doors to our fellows from Egypt, and for your willingness to take time to share your expertise and experience with them. Both Dalia and Amira had only the best praises to say about their time in Philadelphia Works. They appreciated not only the knowledge they gained during their fellowship, but also the warm hospitality and wonderful reception they were greeted with by you and all your colleagues.â&#x20AC;? Ivana Smucker Director of Programs Hands Along the Nile Development Services, Inc.

Resource Development Update Our manufacturing industry partnership, the Southeast Regional Workforce Development Partnership, (SERWDP) has been awarded an additional round of funding from the Commonwealth of Pennsylvania for FY2015 in support of incumbent worker credential training. The partnership also received additional funding from Citizens Bank in support of industry partnership activities. As part of an invitation-only grant process and in collaboration with JOIN, (Job Opportunities Investment Network) the Partnership submitted a grant application to the Jobs for the Future (JFF). If funded, the grant will provide $220,000 in support of training and placement activities targeted to middle skilled jobs that bolster local economies and provide career opportunities for Philadelphia residents in the transportation, distribution, and logistics (TDL) industry workforce. The grant is being underwritten by Wal-Mart Foundation. The Commonwealth released an initial $50,000 in federal Job-Driven National Emergency Grant funds to Philadelphia Works in response to our application to serve the long-term unemployed through onthe job training and other services. Our full proposal to serve 40 job seekers with a first year budget of $375,000 is still under review. Cumulative Grant Activity Following approval by the board of the Fiscal Year 2015 budget, Philadelphia Works applied for and received the following competitive grants from the funders listed below in support of workforce development activities: AMOUNT

FUNDING AGENCY/GROUP $74,243 Commonwealth of PA

$3,907 Commonwealth of PA $50,000 National Fund – Social Innovation Fund & JOIN $62,000 Health & Human Services – Temple University $20,000 United Way of SEPA

IN SUPPORT OF

GRANT PERIOD

Program – Incumbent worker training for the employee partners of the Southeast Regional Workforce Development Partnership (SERWDP)

10/01/201406/30/2015

Admin-For the SERWDP

10/01/201406/30/2015 11/19/201312/30/2014

Program – Admin- Strategic Planning Activities, Training and Pipeline Development activities for Employer Partners of the SERWDP Administrative- for recruitment & referral activities of low income individuals to the Health Information Technology Program Admin – general operating support

07/01/201406/30/2015 07/01/201408/01/2015

AMOUNT

FUNDING AGENCY/GROUP $500,000 Jobs 1st PA Regional Grant

$20,000 Republic Bank $10,000 Citizens Bank $1,000,000 Philadelphia Housing Authority (PHA) $50,000 Commonwealth of PA

IN SUPPORT OF

GRANT PERIOD

Capacity Building/Program- To form a 07/01/2014regional Workforce/Economic 06/30/2015 Development Collaborative to better connect Local Workforce Investment Boards and Partnerships for Regional Economic Performance (PREP) partners. This new effort will coordinate workforce recruitment, training programs, and economic development at a regional level. This increased coordination between two regional networks that represent job seekers and job creators is the mechanism by which employee recruitment efforts can be met and training programs can be developed to meet employer-demand. Admin – For outreach and communications activities In support of the Southeast Regional Workforce Development Partnership (Advanced Manufacturing) Occupational training and job placement services for PHA residents Program – Job-Driven National Emergency Grant for on-the-job training and other services to long-term unemployed. This is the initial release of funds for this threeyear grant.

07/01/201406/30/2015 11/1/201410/31/2015 10/17/201310/16/2015 7/1/20139/30/2016

$1,790,150 TOTAL

Research, Labor Market and Performance Management System Performance Philadelphia met all Workforce Investment Act (WIA) Title I adult, dislocated worker and youth performance metrics in the first quarter of this program year (July 1, 2014 through September 30, 2015) providing a good start to the year. Activity in the PA CareerLink® Philadelphia system associated with enrollment into training and placement into unsubsidized employment lags behind targets. As Philadelphia Works begins the process of integrating EARN and WIA activities, supporting strong performance will be of primary importance.

Negotiated WIA Performance Goals Each year local areas negotiate annual WIA performance goals with the Pennsylvania Department of Labor & Industry. Philadelphia Works is currently negotiating for this program year, July 2014 through June 30, 2015. As might be expected, our actual results for placement into employment declined from 2008 through 2013 along with the results for the state overall. Retention in employment after six months and average wages at six months have both improved 2012 through 2013 as employment stabilized in the local economy. Our challenge in this year is to increase the number of placements. Labor Market Information Philadelphia’s unemployment rate continues to improve moving to 6.9 percent in September 2014. The city’s labor force grew by 14,000 and the number employed increased by 10,000 since December 2007, the beginning of the last recessionary period. The unemployment rate fell below 6 percent in Pennsylvania and for the nation. Over 32,000 Philadelphia residents exhausted their unemployment compensation over the period October 2013 through September 2014. Philadelphia Works has several national emergency grants designed to help those longer-term unemployed upgrade their skills and successfully return to work.

Workforce Services Delivery Strategy Integrated Services Delivery In October with the assistance of Greg Newton, our No Wrong Door consultant, we began preparing operations staff along with key staff in the other Business Units for the implementation of No Wrong Door. At the completion of the training, staff will have a comprehensive knowledge of the No Wrong Door vision, purposes, knowledge of and competence in all procedural requirements, and skills to apply these requirements to the day-to-day operations of the contractors. Staff will have also developed two specific work products to support successful No Wrong Door implementation — plans for training the new contractors and the development of monitoring schedules and tools to ensure contractors comply with and successfully implement the No Wrong Door requirements. PA CareerLink® Update Throughout the quarter, we continued to monitor the WIA Title I contractor, Public Consulting Group, which delivers workforce services via the PA CareerLink® centers, to ensure compliance with federal, state and local workforce policy. Of particular focus was adherence to the new standard operating procedures that went into effect July 1, 2014. The procedures manuals are designed to enhance service delivery by establishing service standards across each of the four future centers and to begin the system’s transition to the integrated service model. Specifically, the procedures standardize a specific sequence of steps that the staff will take to more consistently and efficiently move employer and individual customers through the system. These procedures were written to align with the Commonwealth’s workforce policy that also went into effect July 1, 2014 designed to achieve the same 15

end. PA CareerLink速 Philadelphia and WIA System Performance can be found in the Workforce System Quarterly Summary Report in the Appendix. EARN System Update The EARN system of providers, both EARN Center and Job Specific Skills Training Programs, ensure the provision and preparation for employment for jobseekers referred by the County Assistance Office in Philadelphia. During this period, the system has moved into the revised policies and the per person performance model. To support the changed model, the emphasis continues to be documentation for validation of employment and retention of employment for twelve months. Philadelphia Works embarked on a pilot program with The Work Number/Equifax for three months (September 1 through November 30, 2014) that will assist the system in obtaining verification of employment for customers. The Work Number is a DPW-approved form of verification. The three-month pilot period enables the system to utilize this feature at no cost to the contractors, to track usage and efficiency that may later help inform a negotiated discounted rate based on an analysis of use which would benefit the system as a whole. Prior to this pilot, the costs were often prohibitive for individual contractors based on the level of use and detail needed to verify the employment. On November 3, 2014, the Department of Public Welfare Bureau of Program Evaluation provided a halfday session for all EARN system program directors and quality assurance staff as well as Philadelphia Works staff on the current payment validation process. The training focused on three main areas: EARN Performance Payment Goals; Payment Validation Review Process at the state level; and Tips for Successful Validation. The projected outcome of this session is for the system to be more efficient and educated on the individual payment model and increase the rate of countable placements with accurate acceptable documentation consistently submitted for validation of performance. The Job Specific Skills Training program Request for Proposals was released July 10, 2014 to procure new contractors in the high priory industry sectors for the No Wrong Door Integrated Service Delivery Model. Contractors chosen will provide services beginning July 1, 2015 for FY2016. During this process, 21 proposals were received, reviewed and scored for final recommendations to the Workforce and Economic Development Committee in October 2014. Those recommendations were approved at the November 14 special board meeting. As the current year progresses, the six current Job Specific Skills Training contractors continue to provide skills training opportunities for EARN system customers and will complete all training for the current participants and confirm employment placement for those who complete training. All contractors will close out the FY2015 programs by June 26, 2015 in order to support a smooth transition to the new skills training certification programs in the areas approved by the Philadelphia Works Board. EARN System Performance can be found in the Workforce System Quarterly Summary Report in the Appendix.

Youth System Update Early projections for the 2014 summer youth employment programs forecasted slightly over 4,000 slots, including the nearly 2,700 slots supported by TANF-funding which is approved by the Philadelphia Works Board. This was nearly half the number of youth served in 2013 and the lowest forecasted number since WorkReady’s inception in 2003. Given this challenge, the City set a goal to meet or surpass the 7,600 youth served in 2013. Thanks to a citywide Youth Summer Jobs Campaign spearheaded by Mayor Michael A. Nutter, the Philadelphia Youth Network and recruitment partners, the private and public sectors, united to collectively raise enough funds to serve 8,195 youth this year – exceeding the citywide goal. Beyond the Philadelphia Works Board-approved TANF investment of $3.4 million, an additional $9.6 million was invested by the public and private sectors for a total of $13 million to make this summer’s programs possible for so many young people. This success would not be possible without galvanized support from throughout the City including City Council, Department of Human Services, and members of the Youth Council and the Philadelphia Works Board. The City of Philadelphia invested approximately $7 million dollars into WorkReady programs, and this summer, the local business and philanthropic community supported over 1,750 slots, setting a new record for support from these private sectors. From within the Philadelphia Works Board, twelve member companies invested in summer youth employment programs, including a first time investment from PeopleShare. If you are interested in participating in the 2015 Youth Summer Jobs Challenge, please visit www.phillysummerjobs.org. The early commitments process has begun! WIA Youth performance can be found in the Workforce System Quarterly Summary Report in the Appendix. Strategic Priorities During the last quarter, the three Employer-Driven Standards workgroups (Aligning Labor Market Needs with Contextualized Literacy and Job Specific Skills, Increasing Work-Readiness, and Mapping Career Pathways) vetted draft materials and products with employers and stakeholders. Feedback was collected on the proposed definition and competencies associated with work readiness and the advanced manufacturing career pathways. Efforts are currently underway to draft the healthcare career pathways. During this quarter, we made progress in our efforts to Prioritize the Hardest to Serve through intensive work with our partners to improve and coordinate employment services for returning citizens. We invited the Philadelphia Commission on Human Relations and the Mayor’s Office of Reintegration 17

Services (RISE) to educate EARN and PA CareerLink® Philadelphia staff about tax credits, the Ban the Box ordinance and other resources in a newly compiled “job developer’s toolkit” for helping job seekers who have criminal records. We began our four-city survey to identify best practices in implementing Ban the Box ordinances and expect to produce a fact sheet on our findings next quarter. We are compiling data on the size and scope of unemployment and labor market participation of those with barriers to employment, for use in advocacy and planning. Refer to the Hardest to Serve Subcommittee meeting summary for updates on additional initiatives. Philadelphia Housing Authority Update As described in previous board briefing books, Philadelphia Works and the Philadelphia Housing Authority (PHA) partnered a year ago in an innovative and unprecedented pilot project here in Philadelphia addressing PHA’s desire to connect their residents to employment opportunities which offer self-sustaining employment. PHA is using its funds to address the training and employment needs of its residents by partnering with Philadelphia Works through an investment of $1 million dollars in training services across three occupations which are medical coding and billing and insurance processing claims; light truck drivers and inventory management; and customer service representatives. These occupations were selected because there were significant numbers of job openings, the occupation can be found in multiple industries, pay self-sustaining wages, and lead to multiple career paths. The full design and implementation of this pilot project also includes PA CareerLink®, who assists the residents with preparing for employment, and at present includes three training providers: • • •

Metropolitan Career Center— offered a 12-week medical office assistant certification; Temple University offered a five-week customer service program and Smith and Solomon who offers a three-week Commercial Driver’s License Class B with passenger endorsement and placement services and the contract period ends December 31, 2014

Each provider was selected through a competitive request for proposal process. To-date, this pilot project is for one year, (October 2013-October 2014) with the ultimate outcome of connecting 75 percent of the training program completers to employment. NEG Updates Philadelphia Works staff is managing two federally funded National Emergency Grants (NEGs) focused on re-training and employing long-term unemployed workers. The $100,000 Displaced Worker TrainingNational Emergency Grant (DWT-NEG) funds ITA classroom or on-the-job training while transportation assistance is provided utilizing WIA formula funds. To date, a total of five OJT participants and seven ITA participants have been enrolled and about 30 percent of funds spent. During this quarter, staff developed additional recruitment and placement strategies in conjunction with PA CareerLink® staff including enhanced coordination with the Philadelphia Works business engagement team to identify 18

additional training and employment opportunities through established employer relationships. This quarter also marked the start-up phase of the newly awarded two-year Job-Driven NEG grant, with a first year goal of re-employing 40 long-term unemployed workers through support and on-the-job training exclusively in the healthcare and manufacturing sectors.

Employer Engagement Activities Industry Partnerships Philadelphia Works guides and supports the activities of Philadelphia-based Industry Partnerships (IPs). The Southeast Regional Workforce Development Partnership (SERWDP), combining the Advanced Manufacturing, Logistics and Transportation, and Food Manufacturing IPs, fully expended the $78,150 in Commonwealth IP training funds for FY2014 and has received $78,150 in new funding for FY2015. SERWDP has also received an additional $10,000 in grant funds from Citizens Bank in support of the partnership’s ongoing activities. We continue to provide technical support for regional Healthcare, Green Stormwater Infrastructure, and 1199C Direct Care Industry Partnerships. During this quarter, staff facilitated partnership activities surrounding National Manufacturing Month (October). The activities included a regional manufacturers summit and recruitment activities in conjunction with the School District of Philadelphia. Utilizing existing sustainability funds, these efforts were designed to recruit students into the SERWDP career pipeline. The SERWDP continues its monthly meetings and ongoing analysis of strategic priorities, career pathways, and industry specific training needs. All ongoing activities will continue to be aligned with the strategic plan priority to increase services to small and medium-sized business. Business Engagement The Philadelphia Works Business Engagement Team (BET) continues its ongoing efforts to increase visibility of the workforce system within the local and regional business communities. Informed by our strategic objectives, the BET continues to execute a comprehensive outreach strategy to cultivate new employer relationships. We continue to deliver our OJT training funds and PA CareerLink®- related resources as a means of creating engagement and long-term partnerships with local employers. During this reporting period the BET has continued to utilize and enhance a streamlined electronic contracting system, conduct external engagement activities, and participate in regional business events to effectively increase Philadelphia Works’ profile within the regional business community. In alignment with our strategic objectives, the Business Engagement Team continues to conduct regular coordination meetings with PA CareerLink® leadership and staff and has focused its outreach activities on the Advanced Manufacturing, Energy, and Healthcare sectors. Ongoing projects include outreach related to our partnerships with PHA and Temple University as well the utilization of specialized OJT funds. The outreach efforts of the BET remains focused on engaging small and medium-sized business 19

within Philadelphia and the surrounding region through participation in regional career fairs and business association events. The Business Engagement Team leadership continues to engage several local chambers of commerce and have become active in regular activities. The BET continues to interface with our economic development partners, including the Philadelphia Industrial Development Corporation (PIDC), PHA, and the City of Philadelphia’s Commerce Department to more closely align our outreach efforts with the City’s business attraction activities. Employer Compacts Update The following 17 employers, all members of the Southeast Regional Workforce Development Partnership, Philadelphia Works’ advanced manufacturing, logistics and transportation industry partnership, have signed compacts during the month of November: Aker Philadelphia Shipyard, Allied Tube and Conduit, Amuneal Manufacturing Corp., Brooks Instruments, Brown's Super Stores Inc., Computer Components Corporation, Disston Precision, Inc., Electro Soft Inc., HPT Pharma, Hyundai Rotem, Lansdale Warehouse Co. Inc., Monroe Energy, Packaging Progressions, Inc., Penn Engineering, Piasecki Aircraft Corporation, PTR Baler & Compactor and Sears/Kmart. AmeriHealth Caritas Philadelphia Works continues to work closely with AmeriHealth Caritas around employees that are actively subsidized through on-the-job training funds. AmeriHealth Caritas has hired 12 employees through our system and posted five jobs. As part of WorkReady Summer 2014, AmeriHealth Caritas hired 15 summer youth interns. Bancroft Philadelphia Works and PA CareerLink® teams anticipate a future meeting with Bancroft to discuss job postings. To date, Bancroft has hired one employee and has posted one job. City of Philadelphia The City of Philadelphia continues to work with PA Career Link® staff and has posted 23 jobs in CWDS and has hired 10 job seekers from the workforce system. As part of WorkReady Summer 2014, the City of Philadelphia hired 100 summer youth interns. Comcast Comcast has posted a total of 52 job orders and hired a total of seven candidates from PA CareerLink® and EARN Center systems. As part of WorkReady Summer 2014, Comcast hired 55 summer youth interns. Drexel University The PA CareerLink® staff continues to work with Drexel University and through this partnership, 10 job seekers were hired and a total of seven job orders were posted on CWDS. As part of WorkReady Summer 2014, Drexel University hired 50 summer youth interns.

Four Seasons Philadelphia Works staff continues to work with The Four Seasons. Through this partnership a total of four job postings were listed on CWDS. JEVS Philadelphia Works team is actively partnering with JEVS to post future job orders. Sixteen job seekers were hired through the workforce system. KPMG Philadelphia Works staff has met with KPMG to discuss opportunities in healthcare. Thus far, KPMG has posted eleven jobs through the PA CareerLink®. As part of WorkReady Summer 2014, KPMG hired three summer youth interns. Mercy Health System PA CareerLink® staff is rescheduled to meet with Mercy Health System Representatives in the very near future to explore utilizing MHS’s Work Keys and their onboarding process. Mercy Health has posted three job openings and as part of WorkReady Summer 2014, Mercy Health System hired five summer youth interns. PECO Energy PA CareerLink® staff continues to work with the recruitment team at PECO, and has reported that 11 job orders have been posted on CWDS and one job seeker was hired. As part of WorkReady Summer 2014, PECO hired 38 summer youth interns. PeopleShare Philadelphia Works and PA CareerLink® staffs have been working together, successfully posting nine job orders and reporting 14 new hires. As part of WorkReady Summer 2014, PeopleShare hired one summer youth intern. Pennoni Associates Inc. Philadelphia Works is working with Pennoni Associates, Inc. to post future job orders. As part of WorkReady Summer 2014, Pennoni Associates, Inc. hired six summer youth interns. Reed Smith Reed Smith has entered into a compact with Philadelphia Works and has posted three job orders on CWDS. As part of WorkReady Summer 2014, Reed Smith hired one summer youth intern. Santander (Formerly Sovereign Bank) Sovereign Santander has entered into a compact with Philadelphia Works and has hired one new job seeker from the workforce system. 21

Synterra Synterra has entered into a compact with Philadelphia Works and staffs are working to coordinate schedules to facilitate follow up. Temple University Health System There is currently a cohort of 24 on-the-job training participants for the Community Health Aide positions. PA CareerLink® staff reports that 19 job openings were posted on CWDS and one new job seeker has been hired. Wash Cycle Laundry Philadelphia Works and the PA CareerLink® teams are working with Wash Cycle Laundry for on-the-job funding and have posted four job orders on CWDS and hired one new job seeker.

Policy and External Relations Developing the Philadelphia Perspective on WIOA Prior to the release of WIOA regulations for public comment on January 18, 2015, the Department of Labor has provided its stakeholders with the opportunity to give input that might shape the direction of its policies. Through a Planning Committee, Philadelphia Works reviewed materials and questions provided to us by DOL to identify areas where the federal government was proactively seeking input from its stakeholders and simultaneously also reached out to our partner organizations and associations to ensure that our priorities were in alignment with their work. Using those materials, Philadelphia Works hosted a series of sessions to make local stakeholders aware of what is in the law and gain input from our partners to inform our conversations with the federal and state entities that are responsible for developing these policies. We used this feedback to create a final regulatory/policy recommendations document that outlines the citywide system’s recommendations, while again, ensuring that our recommendations are in alignment with our partners. We submitted this document to the state and federal agencies that oversee this work and have encouraged our partners to borrow from it when developing their positions as well. The full policy recommendations can be found in the Appendix. •

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Philadelphia Works Leadership Team: On October 20, 2014, our No Wrong Door Consultant, Greg Newton held an internal training and discussion session with the organization’s Leadership Team on WIOA, its implementation and impact on our “No Wrong Door” transition. This session included policy and implementation strategy development on topics such as changes to local boards, employer engagement, regional planning, the WIOA timeline and other topic areas. This Leadership Session was also used to set the agenda for the all-staff WIOA training. Board and Youth Council Members: On October 24, members of the Philadelphia Works Board and the Philadelphia Council on College and Career Success gathered to hear about the new legislation 22

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and offer guidance on our policy positions related to out-of-school youth, employer measures, standing committees and regional planning. The WIOA overview and discussion was conducted by Rochelle Daniels, an expert in workforce development with over 25 years of experience consulting with local areas, states, and other stakeholders on workforce issues. Providers and other Stakeholders: Philadelphia Works and the Philadelphia Youth Network held an open session for all stakeholders on October 31, 2014. This session involved 85 attendees and representation from over 40 partner organizations. The WIOA Overview was provided by Ron Painter, CEO for the National Association for Workforce Boards. We engaged our attendees in five facilitated discussion sessions on: Performance Measures under WIOA Youth: Eligibility Requirements and Program Elements; Federal/State Criteria for Service Delivery; the Adult System: Service Delivery and One-Stops; and Individuals with Barriers to Employment. The discussion sessions were led by representatives of Philadelphia Works, the Philadelphia Youth Network, the Mayor’s Commission on Literacy and the Pennsylvania Workforce Development Association. Philadelphia Works All-Staff: On November 7, 2014, all Philadelphia Works staff participated in a day-long training and discussion session on WIOA. Staff members were provided an overview of the new legislation and engaged in discussion related to the One-Stop Partners, Operation of Adult and Dislocated Worker Programs in the PA CareerLink® Centers, Performance Reporting and the Youth System and Program Operations.

Policy Priorities To ensure that workforce development policies are informed by the system in Philadelphia, we have developed a policy agenda outlining our most significant policy priorities. Our quarterly progress is summarized below. •

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The Workforce Innovation and Opportunity Act (WIOA): In addition to participation at federal and state events where stakeholders discussed the various components of WIOA, Philadelphia Works hosted a series of local sessions to deliver an overview of the new law and gain input from our staff, board members, youth council members, providers and others to develop a policy recommendations document that will inform conversations with our federal and state partners. (See “Developing the Philadelphia Perspective on WIOA,” above). Educating Candidates: Philadelphia is preparing for a mayoral election in 2015 and Pennsylvania has elected a new Governor, scheduled to take office on January 20, 2015. Given the importance of jobs and the economy to the candidates and the need for Philadelphia’s voice to be meaningfully represented throughout this transition, we are educating the candidates on Philadelphia’s workforce development system. Thanks to the coordination of the Pennsylvania Workforce Development Association (PWDA), we had the opportunity to participate in discussions with the 2014 gubernatorial candidates’ campaign staff on workforce development. (For more details on these meetings, see “Policy and Advocacy Highlights”). We are also closely monitoring the Philadelphia mayoral race so that we can begin conversations with declared candidates. First Source Hiring: Philadelphia Works is working closely with the city’s Commerce Department to understand and effectively implement the city’s First Source Jobs Policy. Enacted in 2012, it requires 23

certain qualifying contractors to prioritize Philadelphia residents when considering candidates for entry-level positions. We conducted a review of other local areas with similar first source laws and are developing recommendations to understand how these best practices may be adaptable for our system in Philadelphia. Other Policy and Advocacy Highlights Federal •

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In order to increase internal and system-wide capacity and understanding related to the new legislation, Philadelphia Works has participated in numerous webinars, meetings, events and workgroups to prepare for the new transition. Some noteworthy events include: o On September 5, 2014 Mr. Mark Edwards, Mr. Dale Porter, Ms. Susan Kirby, Ms. Barbara Allen and Ms. Samea Lim participated in a Philadelphia-specific WIOA Readiness Assessment with our Regional DOL Office. Prior to the meeting, we prepared a document outlining our work, how it aligns with WIOA and areas we identified for technical assistance. o On September 9, 2014, Mr. Edwards and Ms. Lim attended an all-day DOL Regional Town Hall during which attendees provided input to DOL on what regulations would work for our system both locally and across the region. o Ms. Lim participated in the Pennsylvania Workforce Development Association (PWDA) WIOA Ad Hoc Committee, which met to develop regulatory recommendations for the workforce development system statewide. o As the Commonwealth begins to plan for their WIOA transition, L&I has announced the development of planning committees related to areas including service delivery, policy, governance, labor market information, and performance measures. Philadelphia Works has requested to participate on all of their planning committees and we have identified appropriate staff for each role. The National College Access Network developed a “Thankful for Pell” campaign to foster support for Pell Grants, an integral resource for youth programming and adults moving into postsecondary education. We submitted a letter of support to our elected officials in November to highlight how Pell has been important to our stakeholders and joined in their social media campaign, which ran from November 17-20.

State •

On September 26, 2014, Mr. Edwards and Ms. Lim, with other local workforce areas throughout the state, participated in a meeting with the Tom Wolf Campaign’s Deputy Policy Director, convened by the Pennsylvania Workforce Development Association (PWDA). During this meeting, we provided highlights of our work and how we are engaged with the state. PWDA also organized a meeting with the Corbett campaign on September 24. Although Philadelphia Works was unable to attend, we provided documents summarizing our work to campaign staff.

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The PA House Democratic Policy Committee held a public hearing on October 3, 2014 to receive input on workforce development best practices. The written testimony we submitted for the hearing is available on their website: http://www.pahouse.com/policycommittee/documents/2014/hdpc100314.pdf

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On August 28, Mr. Edwards and Ms. Lim met with Councilwoman Maria Quiñones-Sánchez to provide her with an overview of our “No Wrong Door” integration process, including our Request for Information process and our procurement work. On October 8, Ms. Lim met with Councilman Ed Neilson to provide an introduction to our work and our “No Wrong Door” integration strategy. The Councilman also provided recommendations on how to improve accessibility of our services to all customers. On November 7, Mr. Edwards and Mr. Strahan met with Mayor Nutter to brief him on state agency policy changes and other updates, WIOA transition, YouthWorks Administrator selection and No Wrong Door progress.

City

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Major Meetings and Partnerships Our staff is committed to learning about best practices and aligning workforce services with education, literacy, human service and economic development activities. In this section, we report on new initiatives, significant milestones in our ongoing partnerships and important meetings and conferences attended by Philadelphia Works staff and board for the time period August 15, 2014 - November 30, 2014. Ongoing Partnerships Talent Greater Philadelphia held a stakeholder meeting September 15, 2014 to review the planning underway for the collaborative funded through the Lumina grant. Philadelphia Works is a partner in this effort to increase the number of two-year and four-year degrees in the Philadelphia region. The work group on the 2014 Talent Greater Philly Regional Challenge met October 13, 2014. This work group launched the regional challenges to reward companies and educational institutions with innovative policies and programs that support college degree completion. Dr. Meg Shope Koppel represents Philadelphia Works as a stakeholder and on the regional challenges work group. The Paschalville Library Collective Impact Planning Project concluded on September 22, 2014. Board member, Dr. Judith Rényi, Ms. Nicki Woods, PA CareerLink® Philadelphia North Administrator, and Dr. Shope Koppel participated in a facilitated process over eight months to agree on a vision, mission and process for development of the Paschalville Library neighborhood employment and support center. This work is the first of three phases to connect neighborhood-based services to both local and citywide resources to improve the economic outlook of families located in this Southwest Philadelphia community. The second phase is to secure funding for implementation. The implementation of the completed plan is expected to start by January 2016.

The Achieving the Dream Committee of the Community College of Philadelphia (CCP) met on October 27, 2014 to review the recent feedback from the Achieving the Dream National Reform Network, a comprehensive non-governmental reform movement for student success. This was an opportunity for our Board member, Dr. Donald Generals, Jr., to hear from his staff at CCP about their accomplishments and next steps in meeting the goals for success and equity at the college. Dr. Shope Koppel is privileged to bring a workforce perspective and commitment to coordinating resources to this committee. Philadelphia Works hosted the meeting of the Southeast Pennsylvania WIB Collaborative composed of the WIBs from Bucks, Chester, Delaware, Montgomery and Philadelphia Counties, along with their guest Berks County on November 14, 2014. Mr. Edwards, Dr. Shope Koppel and Ms. Lim participated in the discussions about registered apprenticeships, National Emergency Grants, Commonwealth relationships and regional coordination. The Collaborative is interested in documenting how the region currently works together, having WIB Chairs meet and exchange ideas, and briefing the Metropolitan Caucus on WIOA. Ms. Sue Hoffman represented Philadelphia Works at the Shared Prosperity Summit on November 17, 2014 where the Mayor’s Office of Community Empowerment and Economic Opportunity released the 2014 year one progress report on Philadelphia’s plan to fight poverty, accompanied by topical workshops and remarks from Mayor Michael Nutter and City Councilors Curtis Jones, Jr. and Maria Quiñones-Sanchez. Mr. Edwards and Ms. Hoffman participated in a special leadership briefing by Philadelphia’s Reentry Coalition on November 20, 2014 where leaders recommitted to the coalition’s goals and plans for the coming year. Special Meetings and Conferences Mr. Edwards attended the Governor’s Jobs 1st Summit on August 25-26, 2014. During the two-day conference that focused on building a stronger Pennsylvania through talent development, Philadelphia was highlighted by several panelists regarding the support for businesses that are provided services to help meet their staffing demands. On September 5, 2014, Mr. Edwards, Ms. Hoffman and Ms. Nancy White accompanied representatives from the U.S. Department of Labor, Employment & Training Administration and the United States Department of Agriculture, Supplemental Nutrition Assistance Program (SNAP) on a tour of the PA CareerLink® North center and the EDSI EARN Center located within the city’s Promise Zone area. Center administrators provided an overview of the workforce services available at each location and the group discussed options for linking with SNAP Employment and Training programs. On September 22, 2014, Dr. Shope Koppel attended Graduate! Philadelphia’s Comebacker Celebration at the Center for Architecture. Graduate! Philadelphia provides resources and supports for adults who have college credits but have never completed a degree. Partnering with colleges and universities allows

these returning students to fulfill credit requirements by accumulating credits from multiple schools and from a portfolio of work-based learning. Ms. Suzanne Krasnisky participated in the Human Resources Roundtable sponsored by the Greater Philadelphia Chamber of Commerce on September 23, 2014. The roundtable provided a forum for HR leaders to discuss methods used by other organizations to create and refine company culture and share insight from their own experiences. Dr. Shope Koppel attended the National Association of Business Economists Annual Meeting from September 28- 30, 2014. This meeting highlighted impacts of banking policy on employment since the recession of December 2007 and predicted the effect of increased interest rates on national and regional economic recovery. In celebration of National Manufacturing Day, the Delaware Valley Industrial Resource Center (DVIRC), in collaboration with The Southeast Regional Workforce Development Partnership (SERWDP), which is managed by Philadelphia Works, the Southeastern PA Workforce Investment Board (representing WIBs from Berks, Bucks, Chester, Delaware, Montgomery and Philadelphia counties) and PA PREP Partners, presented the Greater Philadelphia Manufacturing Summit which took place on October 1, 2014 at the Simeone Automotive Museum in Southwest Philadelphia. The Summit was sponsored in part by a grant from PA Jobs 1st. Over 30 regional manufacturers displayed their products and services and Philadelphia Works debuted its new Manufacturing Career Pathways initiative during the day-long event. Representatives from three member companies of the SERWDP, Ms. Victoria Myers (Piasecki Aircraft Corporation), Mr. Brent Ford (PTR Baler & Compactor) and Mr. Jim Clark (Aker Philadelphia Shipyard) as well as board member Mr. Bud Tyler (EF Precision) gave presentations related to innovation in workforce development. On October 9, 2014 Philadelphia Works co-sponsored the Human Capital Design Lab 2014, an invitationonly event organized by Digital On-Ramps designed to identify shared hiring needs and explore more efficient ways of sourcing talent and meeting skill demands. Ms. Susan Kirby participated in the planning of the event. Ms. Hoffman attended the “Transforming U.S. Workforce Development Policies for the 21st Century” conference from October 15-17, 2014, sponsored by the Federal Reserve Banks of Atlanta and Kansas City, and the John J. Heldrich Center for Workforce Development, Rutgers University. Employers, including Philadelphia Works board chair Mr. Strahan, joined national experts to share their perspectives on the economy, promising workforce development strategies and new policy options. A number of Philadelphia Works staff attended the 2014 PA Workforce Investment Board Symposium from October 14-16, 2014. The theme of the event was “Models of Excellence”. See Policy and External Relations on meetings with policy makers. Media Outreach 27

Mr. Edwards was interviewed for a story that appeared in the September issue of Region’s Business. The article, entitled “Philadelphia 2020: Industry”, focused on manufacturing in the region. Philadelphia Works coordinated a profile on a female job seeker with WHYY and the IMPACT EARN Center. The focus of the article was whether or not female ex-convicts have a harder time finding work than their male counterparts. The News of Delaware County published the op-ed by Mr. Edwards entitled “The Call Has Gone Out to Find STEM Storytellers.” Ms. Barbara Stanford-Allen was interviewed by students from the School of Media and Communications at Temple University for a class project regarding her work with the manufacturing industry partnership. Philadelphia Works helped to facilitate a press event for Governor Tom Corbett on October 1, 2014 at the PA CareerLink® North center at 990 Spring Garden Street. Ms. Tracee Hunt, Board Member, provided remarks on Philadelphia Works and our role in local workforce development. The Governor, along with Department of Labor & Industry Secretary Ms. Julia Hearthway, gave a demonstration of the new Virtual Job Shadow® feature on the Job Gateway® website. SmartCEO interviewed Mr. Edwards for a story on “Building Company Value” that will appear in the upcoming January issue. See the Media Notebook for recent news clips. Outreach and Engagement Activities The Outreach and Engagement Plan was presented to the board at the September board meeting and approved. Staff is currently working on the tactical/implementation plan which will include vetting through the leadership team and Outreach & Resource Development Subcommittee. In September, Philadelphia Works sent the summer edition of its e-newsletter to partners and stakeholders. Topics included a brief overview of the passage of the Workforce Innovation and Opportunity Act; the donation of $20,000 from Republic Bank to Philadelphia Works to help support the execution of our strategic outreach and engagement plan and tactics; a video featuring Mr. Edwards discussing how Philadelphia Works programs and services help Philadelphians get back to work; a success story from an EARN participant; and a recap of our WorkReady Summer 2014 interns. The next e-newsletter will be sent in December. An e-newsletter specific to our No Wrong Door initiative announcing the selected contractors and locations is also planned.

Human Resources The Human Resources Department, in cooperation with Temple University School of Business 28

Management, is sponsoring an intern, Maria Chinwalla, who is majoring in Human Resource Management. Ms. Chinwalla’s experience with Philadelphia Works Human Resources Department will give her the opportunity to apply conceptual learning to the world of HR, expose her to this future career field and provide her with key career-related development opportunities. Ms. Chinwalla works approximately 9 hours per week starting in late August through mid-December under the guidance of the Human Resources Director.

Finance All accounting and reporting to funding agencies were timely completed and submitted to the respective funding agencies for the three month period ended September 30, 2014. All TANF, EARN and JSST providers are under contract for FY2015 and have been paid for services provided through September 30, 2014. Philadelphia Works also has a fully executed agreement for FY2015, for the final option year of its commitment with the Public Consulting Group (PCG). Audit fieldwork for the annual OMB A-133 audit for FY2014 has started and is scheduled for completion in December. The Audit and Financial Compliance Sub-committee and the Finance Committee will review the draft in February and present to the full board for approval at the March Board meeting.

Compliance The Compliance Department has engaged in a risk assessment exercise with all staff from each department of the organization to analyze Philadelphia Works’ current risks and controls, as well to identify risks that may require additional controls. The results of the assessments will be shared with senior leadership to prioritize risks and begin the implementation of new controls as necessary. In addition, the Compliance Officer will be conducting a self-assessment of the Compliance Plan by yearend and revisions will be made to the Plan as a result. Finally, the Compliance Department has conducted two departmental evaluations and found no major concerns. Another departmental review and assessment is planned for next quarter. The Compliance Department has worked with both the Finance Unit and Operations Unit to close all outstanding compliance findings resulting from the United States Department of Labor’s monitoring report of 2012. In addition, the Compliance Officer is working with the Senior Policy Associate to ensure that Philadelphia Works will be in full compliance with the Workforce Innovation and Opportunity Act (WIOA), which will be effective on July 1, 2015. Board Membership Update In September of this year, board member Ms. Regine Metellus left her position at the Urban League of Philadelphia where she served as the Senior Vice President and Chief Operating Officer for nine years, to accept a challenging new role as Executive Director of Finance & Administration for the University of Pennsylvania School of Social Policy & Practice.

In compliance with our by-laws, Ms. Metellus previously represented the community-based sector. She now represents the education sector. In her new role at the University of Pennsylvania School of Social Policy & Practice, Ms. Metellus oversees the Schoolâ&#x20AC;&#x2122;s budget of $22 million. She has 20 plus years of experience in accounting and finance with a career path that has taken her through several for-profit and non-profit entities, including Price Waterhouse (now known as PricewaterhouseCoopers), Comcast Corporation and The Urban League of Philadelphia. In her most recent role at the Urban League, she was responsible for the organizationâ&#x20AC;&#x2122;s fiscal operations, human resources and facilities, as well as the full programmatic portfolio. She holds a CPA (Certified Public Accountant) license from New York State, and has managed annual budgets ranging from $8 million to $145 million. Ms. Metellus maintains an active role within the non-profit sector, serving on the boards of Philadelphia Works, Inc. and Teenshop, Inc. She earned her BS from Boston College and her MBA from Temple University.

Board Meeting & Committee Minutes December 18, 2014

Table of Contents Board Meeting September 17 .............................................................. 33-36 Special Board Meeting November 14 ............................................. 37-38 Special Board Meeting supporting materials……..…………………....39-42 Executive Committee……………….………………………….…………………………………..43-45 Philadelphia Council for College and Career Success ........... 47-50 Board Development............................................................................................. 51 Finance.................................................................................................................. 53-54 Human Resources ......................................................................................... 55-56 Research & Policy .......................................................................................... 57-58 Workforce and Economic Development ....................................... 59-62 Hardest To Serve Subcommittee .................................... ………………….63-64 Outreach & Resource Development Subcommittee………....65-68

Business Meeting Summary

Wednesday, September 17, 2014 9:00-11:00 AM Chair: William Strahan IN ATTENDANCE

Welcome & Call To Order Mr. William Strahan called the meeting to order at 9:00 AM. After brief remarks, he asked for a motion to approve the consent agenda. A MOTION was made by Mr. Patrick Eiding and seconded by Ms. Norma Romero Mitchell. ACTION: The motion passed with unanimous consent.

CEO Report Mr. Mark Edwards touched on a few highlights of the CEO report. The workforce system met the PA Department of Labor & Industry (L&I) common measures for the third consecutive year. Placements year-over-year for 2014 compared to 2013 are up; details can be found on page 14 of the quarterly summary report in the appendix of the briefing book. As indicated in the dashboard, benchmarks for the Employment Advancement and Retention Network (EARN) continue to fall below goals, however this is a new policy environment for the EARN system as of July of this year, and we expect marked performance improvement over time. President Obama reauthorized the Workforce Investment Act (WIA) and signed into the law the newly named Workforce Innovation and Opportunity Act (WIOA).

Outreach and Engagement Plan Ms. Tracee Hunt introduced Ms. Celina Shands Gradijan, president and CEO of Full Capacity Marketing. Ms. Gradijan presented the final Outreach and Engagement Plan for the board’s consideration and approval. The presentation included the review of the project and its methodology, accomplishments to date, and next steps. Ms. Gradijan covered the plan’s alignment with our organizational strategic plan, broad target audiences, the goals around market position, brand narrative, architecture and management, and targeted outreach strategies. Next steps include finalizing a tactical execution plan, the design of a scorecard, the execution of strategies, and the monitoring of results. The board had an opportunity to ask questions and discuss concerns such as top tier metrics, and engagement strategies. Timelines and budgeting were also discussed, as well as the fact that the committee would continually monitor the process as it develops. The chair called for a motion to approve the Outreach & Engagement Plan. A MOTION was made by Ms. Tracee Hunt and seconded by Mr. Patrick Eiding. ACTION: The motion passed with unanimous consent.

MEMBERS:

Phillip Barnett Anthony Bartolomeo David Donald Mark Edwards Patrick Eiding Peter Franks John Grady Alan Greenberger Delegate- Sylvie Gallier Howard Ed Grose Tracee Hunt Margaret Jones Gabriel Mandujano Regine Metellus Joseph Parente Ajay Raju Judith Rényi Elizabeth RileyWasserman Norma Romero Mitchell Alan Rosenberg Jay Spector William Strahan Wayne Trout Peter Tubolino Dmitry Zhmurkin Delegate- James Nichols Bud Tyler

REGRETS:

Andrea Agnew Ryan Boyer Jim Gillece Nicole Pullen Ross

GUESTS:

Patricia J. Adamczyk Susan Buehler Roy Coco Waverly Coleman

Youth Council

Mr. Anthony Bartolomeo reviewed details of the Youth Council’s quarterly meeting in July. Reviewed at that meeting were the TANF and WIA funding allocations for FY2015, upcoming priority changes for WorkReady and Project U-Turn, and data from Drexel University on industry trends and implications for Philadelphia’s youth. Mr. Bartolomeo reviewed one action before the board; to release a Request For Proposals (RFP) for WIA In-School Youth (ISY) and Outof-School Youth (OSY) providers. The executive summary for this RFP was included in the board briefing book. He detailed the three phase service delivery frame- work, multi-sector partnerships, and work-based learning opportunities. There being no questions or comments, the chair called for a motion to approve the release of WIA In-School Youth and Out-of-School Youth RFP. A MOTION was made by Mr. Patrick Eiding and seconded by Ms. Tracee Hunt. ACTION: The motion passed with unanimous consent. Lastly, Mr. Bartolomeo invited the Board to join the RFP review team which will be overseeing the procurement process to select our next YouthWorks Administrator. Invitations were distributed via email.

Board Development

Mr. Ajay Raju reported out for the Board Development committee. He reviewed details about the ways in which WIOA could affect our board composition in the future, especially as related to our ‘One-Stop’ partners. While Federal regulations of WIOA regarding board governance is moving towards decreasing the size of WIB boards across the country, new state guidelines released by L&I may require us to increase our board membership. The board development committee is working with the Mayor’s office and the state on managing this transition. Mr. Raju reviewed the staggered expirations from the board that will occur during this fiscal year. Members who have not termed out have been recommended for reappointment. Finally, several recommendations for new members and reappointments have been made to the Youth Council.

Lisa Derrickson Chekemma FulmoreTownsend Stephanie Gambone Tom Kavanaugh Alex Styer Nikki Woods Michelle Zieziula

STAFF:

Marsha Burke Lori Carter Markisha Evans Maura Febbo Johnetta Frazier Sue Hoffman Tiffany Jenkins Lisa Johnson Susan Kirby Suzanne Krasnisky Samea Lim Melissa Merriweather Kristyn Mohr Brian Oglesby Joseph Onorato Rachel Polisher Dale Porter Rita Randall Sharon Riley Meg Shope Koppel Anastasia Vishnyakova Nancy White Yiyue Haungfu

Workforce and Economic Development (W.E.D.) Mr. David Donald reported out for the committee. The Request for Information (RFI) for the new Integrated Centers was released in May. Nine proposals were received. The RFI workgroup toured 6 sites and evaluator workgroup narrowed the choices to 5 viable sites. The timing of the openings are staggered from April to November of 2015. The timing of the negotiation of the leases may vary from site to site. The Integrated Services Deliver Model Request for Proposal (RFP) was released in July. Nine proposals to operate an integrated center were received as well as two to provide cross-center services. The Job Specific Skill Training (JSST) RFP was also released in July. Twenty one proposals were received. Scoring rubrics for both RFPs are due September 30 and recommendations will be made to the W.E.D. committee in late October. A special board meeting will be requested in November to approve final recommendations for the Integrated Service Delivery sites, selection of subcontractors for management

of each of the centers and one cross-center provider. Materials will be sent in advance. Finally, Mr. Donald brought an action before the board to approve the third-year option to renew Philadelphia Youth Council’s contract as the YouthWorks administrator. He reviewed the background to this action and asked for any questions or comments. There being none, the chair called for a motion to approve. A MOTION was made by Patrick Eiding and seconded by Mr. Phillip Barnett. ACTION: The motion passed with unanimous consent.

Hardest-To-Serve Sub-Committee Dr. Elizabeth Riley-Wasserman reported on the work of the committee. Regarding the re-entry population, the committee is looking for synergies with partners in other workforce programs and vocational education, and at the impact of previous policy initiatives. The committee is looking at opportunities to support the ‘clicks and connect’ aspect of ‘bricks, clicks and connect’. One concern is making connections given the array of software used by partners with similar missions; for example, case management systems are not cross-compatible. Other identified interests are in understanding the unique barriers of ex-offenders and impact of policies meant to provide incentives for hiring. Staff are researching state and federal solutions around services for the hardest-to-serve. As Philadelphia Works is not funded to support the hardest-to-serve directly, the committee is looking at opportunities to join voices to assist and support those who are. There was a brief discussion about what indicators the committee will use to monitor their progress.

Employer Engagement Sub-Committee Mr. Gabriel Mandujano reported on the first meeting of the committee. The committee began by reviewing available data related to the current employer pipeline. One insight was there is no central list of all the employers who are engaged within the various programs of the system. The objectives the committee discussed are to develop a clear source of data to determine the number of local employers engaged within the workforce system, to compile the number of employers who have hired as a direct result of their engagement, and to define and identify ‘quality’ employers and employment opportunities. They are looking at untapped opportunities for referral relationships and ways in which the board might help facilitate them. Next steps include meeting with the Outreach and Resource Development (ORD) Sub-Committee to coordinate overlapping data and activities, especially as they are connected to outreach efforts.

Finance Mr. Phillip Barnett reported for the finance committee. He reviewed two sets of unaudited financials, the first for the 12 month period ending June 30, 2014 and second for the month ended July 31, 2014. The Commonwealth of Pennsylvania has clarified its position regarding EARN performance policies. EARN performance revenue is classified as deferred revenue on the balance sheet. The funding remains in the hands of Philadelphia Works until allowable program investment has been made. After allowable program investment expense has occurred, deferred revenue is reduced by the amount of allowable program investment on the balance sheet and transferred to the statement of activities as performance

revenue. For the providers, this means that investment beyond the cost reimbursement portion of the contract and can be received immediately instead of waiting a year or more for reimbursement. The Commonwealth has also changed its policy regarding EARN performance revenue. This change shortens the validation period and in effect reduces the wait time for earning and receiving performance revenue from a year and a half or more to approximately nine months. Mr. Barnett reviewed the statement of financial position, statement of activities and analysis of administrative and programmatic operations expenses and variances. There was a brief discussion around the shortfall caused by the deferred revenue. It was agreed that this would not have a negative impact on the system, and would give relief to some of our providers who can now be paid for their services in a more reasonable amount of time. There being no further questions or comments, Mr. Barnett asked the chair for a vote on the items before the board. The chair asked the board if there was any objection to approving both action items with the same vote. There were no objections. The chair called for a motion to approve The Unaudited Financial Statements for FY2014 and the Financial Statements for the month ended July 31, 2014. A MOTION was made by Mr. David Donald and seconded by Mr. Patrick Eiding. ACTION: The motion passed with unanimous consent.

Research & Policy Dr. Judith RĂŠnyi referred the members to pages 13-14 of the CEO report for highlights of WIOA, adding that new opportunities for serving a broader set of residents may be possible under WIOA. Dr. RĂŠnyi talked about EARN policy improvements, noting that that Philadelphia Works was instrumental in bringing about these changes which will have a positive impact on workforce development outcomes. A special educational session will be held to provide information on WIOA. There was a brief discussion about the differences in the federal vs the state guidelines around WIOA; federal comments are being collected through January 2015 at which time the states will begin to review and respond to them.

Adjournment Mr. Strahan gave concluding remarks. There being no new business, the chair adjourned the meeting at 10:45 AM.

Special Business Meeting Summary

Friday, November 14, 2014 1:00-1:30 PM Chair: William Strahan IN ATTENDANCE

Welcome & Call To Order Mr. William Strahan called the meeting to order at 1:05 and roll was taken. 22 board members were in attendance; 20 by phone plus one member voted in absentia by email. Mr. Strahan asked Mr. David Donald, chair of the Workforce and Economic Development committee, and present with staff at Philadelphia Works, to preside over actions. Mr. Strahan noted that the actions taken today would deliver on a promise to improve the workforce system and thanked the board and staff, and partners including those from the Mayor’s office, for their many hours bringing this process to fruition.

CEO Remarks Mr. Mark Edwards noted that materials with recommendations for today’s actions were sent to the board a week in advance. However, information received within the last few hours concerning the site location for North Philadelphia has necessitated additional review by the committee. Board leadership approves the two (2) remaining sites to go forward, and the Workforce and Economic Development Committee will ask the board to approve the postponement of a choice of 2 competing sites in North Philadelphia pending further review by the RFI Subcommittee.

No Wrong Door Sites Mr. Greg Soffian reviewed the RFI process. 9 proposals were initially received. The selection sub-committee toured sites that met their criteria which encompassed 20 factors. In addition, the selection sub-committee reviewed a survey of 800 CareerLink customers to ascertain their location preferences. Mr. Donald emphasized that the process has been focused on how to best meet the needs of the people we serve; the board and staff are demonstrating their ability to be flexible and responsive to circumstances for maximum benefit. There being no questions or comments, Mr. Donald asked for a motion to approve the following sites in Philadelphia that will house the No Wrong Door Integrated Services Centers as recommended by the Workforce and Economic Development Committee: 1. 3901 Market Street (West) 2. 5847 Germantown Avenue (Northwest) 3. Either 4261 5th Street or 2301 E. Allegheny Avenue (Approve both sites in order for RFI Subcommittee to engage in further analysis and discussion prior to final decision being made.) A MOTION was made by Mr.

MEMBERS:

Andrea Agnew Phillip Barnett David Donald Mark Edwards Patrick Eiding Peter Franks Donald Generals Jim Gillece Alan Greenberger Ed Grose Tracee Hunt Margaret Jones Regine Metellus Joseph Parente Judith Rényi Elizabeth RileyWasserman Norma Romero Mitchell Alan Rosenberg Jay Spector William Strahan Peter Tubolino Dmitry Zhmurkin Bud Tyler

REGRETS:

Anthony Bartolomeo Ryan Boyer John Grady Gabriel Mandujano Ajay Raju Nicole Pullen Ross Wayne Trout

GUESTS:

Susan Buehler Bahiya Cabral-Johnson Roy Coco Joseph A. Farrell Maia Jachimowicz Charles Jameson

Alan Greenberger and seconded by Ms. Norma Romero Mitchell. ACTION: The Meredith McCarthy Christine Morelli motion passed with unanimous consent.

No Wrong Door Center Services Contractors

Ms. Jamece Joyner reviewed the RFP process. 9 proposals were received by an 11 member review committee made up of board members and select partners. Each proposal was reviewed and scored by at least 3 committee members. Mr. Donald asked if there were any questions. There being none, he asked for a motion to approve the following four(4) Center Services Contractors and one (1) alternate as recommended by the Workforce & Economic Development Committee. Impact Services, JEVS, Congreso, Eastern. North Philadelphia Workforce Development Corp. (ENPWDC) aka Nueva Esperanza and an alternate contractor- SERCO. An alternate contractor was selected should any of the four final contractors decide not to contract with Philadelphia Works. A MOTION was made by Mr. Alan Greenberger and seconded by Mr. Patrick Eiding ACTION: Mr. Jay Spector Abstained. All others voted in the affirmative.

No Wrong Door Cross-Center Services Contractor

Mr. Donald noted that the appointment of a cross-center services contractor might well be one of the most important and dynamic pieces of our new integrated services delivery model. Ms. Jamece Joyner reviewed the RFP process for the board. Two proposals were received and each proposal was read by each member of the evaluation team. There being no questions or comments, Mr. Donald asked for a motion to approve EDSI as the Cross-Center Services Contractor as recommended by the Workforce & Economic Development Committee. A MOTION was made by Mr. Patrick Eiding and seconded by Dr. Judith Rényi. ACTION: The motion passed with unanimous consent

Jim Nichols Greg Soffian Alex Styer Bethany Watzman Joseph West Nikki Woods Michelle A. Zieziula

STAFF:

Lori Carter Maura Febbo Johnetta Frazier Denise Givens Heloise Jettison Jamece Joyner Susan Kirby Melissa Merriweather Rachel Polisher Dale Porter Sharon Riley Meg Shope Koppel Nancy White

Jobs Specific Skills Training (JSST) for FY16 Ms. Heloise Jettison explained that the JSST contractors provide skills training services to TANF customers in our EARN program. She reviewed the RFP process, which included the receipt of 21 proposals from 14 organizations. A review committee of 7 external partners and board members recommended 5 organizations to cover 6 skill industries. There being no questions or comments, Mr. Donald asked for a motion to approve the following JSST Providers as recommended by the Workforce and Economic Development Committee: 1. District 1199c - Health Care 2. Congreso – Child Development 3. Welcoming Center- Vocational Literacy 4. Welcoming Center- Foodservice and Hospitality 5. Abo Haven – Retail and Customer Service 6. Goodwill – Commercial Driver Class B. A MOTION was made by Ms. Andrea Agnew and seconded by Alan Greenberger. ACTION: The motion passed with unanimous consent. Mr. Strahan gave concluding remarks. There being no new business, the chair adjourned the meeting at 1:30 PM.

Special Board Meeting 11.14.2014 Materials

Executive Summary of No Wrong Door Background: The RFP was released on July 2, 2014 for 1) Center Wide Services (Procurement 1) and 2) Cross Center Services (Procurement 2). The announcement was made via email and newspaper and posted to the website. Summary: There were 9 proposals submitted for Procurement 1 and 2 submitted for Procurement 2. For Procurement 1, each proposal was read and scored by three (3) reviewers. For Procurement 2, every member of the review team read each of the two proposals. The proposal review team met a total of four (4) times which included meeting with the organizations that were selected for interviews by the review team. Results: Reviewers scored each proposal based on criteria identified in the RFP using a scoring rubric. Recommendation of Proposed Contractors: Procurement 1-Center Wide Services Contractor 1. Impact Services 2. JEVS 3. Congreso 4. Nueva Esperanza Procurement 2-Cross Center Services Contractor ď&#x201A;§

EDSI

Recommended Alternate Contractor for Center Wide Services Contractor In the event that during the contract negotiations an organization withdraws, the alternate organization that has been identified is SERCO. This decision is based on the organizationâ&#x20AC;&#x2122;s ranking and interview results.

Executive Summary: Sites for Center Services of No Wrong Door

On May 15, 2014, Philadelphia Works released a Request for Information (“RFI”), seeking potential sites to house its integrated services center. After its re-release on June 13, 2014, nine (9) proposals were submitted to Philadelphia Works for consideration. The Workforce & Economic Development Committee (“W.E.D.”) formed a sub-committee, the Location Evaluation Committee, which was tasked with evaluating and recommending three integrated services sites (1617 JFK Blvd. 2nd floor was selected prior to the formation of the sub-committee) to W.E.D. The Committee, consisting of four (4) board members and a representative from the Mayor’s office, participated in five (5) site visits and seven (7) meetings in order to assess and ultimately select three (3) sites for recommendation to WED. The Committee initially rejected four (4) sites for failure to meet necessary criteria 1 and, after touring all of the remaining locations, excluded one additional site. In order to assist with their evaluation, the Committee obtained survey results of CareerLink® customers’ preferences for the integrated center location. The Committee also compared the remaining sites 2 using 20 different factors and explored the pros and cons of each. Consequently, the Committee unanimously selected 3901 Market Street and 5847 Germantown Avenue as integrated center sites. As the members were split between 2301 E. Allegheny and 4261 N. 5th Street for the final site, they agreed to rank their choices using point system to ultimately determine their selection. As 2301 E. Allegheny was ranked the highest with a total of 10 points, the Committee decided to recommend this location as the third site. However, the Committee was subsequently advised that lease negotiations with the Allegheny property had broken down, resulting in the elimination of this location. Therefore, after more deliberation, the Committee unanimously agreed to select 4261 N. 5th Street as the third and final site. As such, based on the work of the Local Evaluation Committee, the following locations are recommended to WED to serve as a site for the Integrated Services Delivery Model:

After reconsideration, the Committee added one of the four eliminated sites back to the option list.

The remaining five locations were as follows: 3901 Market Street; 5847 Germantown Avenue; 2301 E. Allegheny th Avenue; 4261 N. 5 Street; and 4900 N. Broad Street.

1. 3901 Market Street 2. 5847 Germantown Avenue 3. 4261 N. 5th Street 3 After further consultation and deliberation between the Mayorâ&#x20AC;&#x2122;s office and the staff at Philadelphia Works, the Local Evaluation Committee unanimously agreed that 4261 N. 5th Street serve as the final site location to house the integrated service center.

On November 14, 2014, approximately two hours prior to the Board meeting, the Committee received new th information pertaining to 2301 E. Allegheny Avenue and 4261 N. 5 Street that required further discussion. Due to the complexity of these developments, the necessity of legal counsel review and the brief period of time prior to the Board meeting, the Local Evaluation Committee recommend that the Board approve: 3901 Market; 5847 th Germantown Avenue; and either 4261 N. 5 Street or 3901 E. Allegheny, with authority of the Committee to render a final decision on one of these two sites at a later date. The Board approved this recommendation.

Executive Summary: Job Specific Skills Training (JSST) Philadelphia Works released an RFP July 10, 2014 to procure contractors for the Job Specific Skills Training (JSST) providers for the EARN system to begin services in FY16. A total of 21 proposals were received representing 14 different organizations. The Review Committee consisted of seven individuals representing partner and outside organizations affiliated with Philadelphia Works. Each proposal was read and scored by three different reviewers. All final scores were sent electronically to Philadelphia Works by the due date of September 30, 2014. All scores were quality reviewed by Philadelphia Works staff for accuracy and errors, and calculated individually as well as collectively in order to ascertain the average for both scores and ratings. The scoring tool was designed in a manner that gave weight to each question in line with the importance of those factors for determining points and effectiveness of the proposers’ response. Reviewers scored each proposal based on criteria identified in the scoring rubric for a total point score out of a maximum 150 points. Critical criteria included; clear evidence of experience in providing skills training and history; ability to accommodate students at various levels of ability and provide details of a good curriculum that is aligned with the industry; and evidence of employer partner commitment letters and evidence that the proposed curriculum meets standards and certification preparation requirements where applicable. The Review Committee proposes the following five (5) contractors, six (6) training programs as proposed contractors for fiscal year 2015-2016: 1. 2. 3. 4. 5. 6.

District 1199c - Health Care Congreso 1 – Child Development Welcoming Center- Vocational Literacy Welcoming Center- Foodservice and Hospitality Abo Haven – Retail and Customer Service Goodwill – Commercial Driver Class B

After the five contractors were approved, Philadelphia Works inadvertently informed Congreso of the award of a JSST contract in isolation of an award of an Integrated Services Delivery Center Services Contractor for the No Wrong Door initiative. As Philadelphia Works stipulated in response to the JSST RFP bidders’ questions that organizations chosen to be a provider for the new integrated services delivery model would not be eligible to run a JSST program simultaneously, Philadelphia Works subsequently advised Congreso that it must choose one of the two awarded contracts. Congreso is currently evaluating its options and will render a decision in the near future.

Executive Committee Meeting Summary Thursday, August 14, 2014 8:00-9:30AM Chairperson: William Strahan

IN ATTENDANCE

Welcome & Chair’s Remarks

Mr. William Strahan brought the meeting to order at 8:00 AM. ACTION: The chair called for a motion to approve the Executive Committee minutes dated May 5, 2014. A MOTION was made by Mr. Anthony Bartolomeo and seconded by Dr. Judith Rényi. The motion was approved by unanimous consent.

MEMBERS:

William Strahan (Chair) Anthony Bartolomeo David Donald Tracee Hunt Maia Jachimowicz Philadelphia Works CEO Report Ajay Raju Mr. Mark Edwards noted that as a final order of business with the former Judith Rényi Chair, Mr. Edwards sent his CEO accomplishments for July 1, 2013 to June 30, 2014 to Mr. Joseph Frick for his review. Mr. William Strahan noted that REGRETS: he has not had an opportunity to review these with Mr. Frick yet, and Phillip Barnett requested that the Executive Session be deferred until after he and Mr. Patrick Eiding Frick meet. Next Steps: The scheduled Executive Session of the committee Nicole Pullen Ross will be deferred until after the former and current chair meet.

STAFF:

Mr. Edwards gave highlights of the CEO report and the mid-summer Lori Carter Mark Edwards update of activities sent out in advance of the meeting on July 31st. Items Susan Kirby included: the FY2015 budget is up 2.9%, common measures forecast Meg Shope Koppel indications are positive and the Workforce Innovation and Opportunity Act Dale Porter (WIOA) has been signed into legislation. Mr. Edwards thanked the board Rachel Polisher for their letter writing campaign in support of that legislation. On Sharon Riley identifying a search firm for locating a Chief Operating Officer, an RFP has been let and will close tomorrow. Mr. Edwards published an op-ed article in the August 8th Philadelphia Inquirer to encourage STEM training and build jobs for the future. Finally, Philadelphia Works applied for and received the Compass Grant, which makes available consultants’ services from some of the top graduate schools in the country. The focus of their consultancy will be around how we can productively work collaboratively with other stakeholders when aligning priorities.

Committee and Ad Hoc Updates Youth Council Mr. Anthony Bartolomeo reported for the Youth Council. The Council approved 18 new members to industry advisory committees. These committees advise Career and Technical Education programs (CTEs) citywide. Due to the combined efforts of many partners, the WorkReady summer intern program was able to serve at least 7,600 students this summer, level with last year’s numbers. Mr. Bartolomeo presented the action item for the committee’s approval. ACTION: request approval for Youth Council to release RFP in fall for Year-Round WIA ISY/OSY program providers. The programs will be for young people between the ages of 14-21 (in-school) and 16-21 (out-of-school), who will be able to participate in career-specific, project-based learning opportunities and mentorship to help get them on

the road to a job. The chair called for a motion. A MOTION was made by Ms. Tracee Hunt and seconded by Mr. David Donald. The motion was approved by unanimous consent.

Board Development Mr. Mark Edwards reported that 2 board members, Mr. Peter Franks and Mr. Jay Spector, will reach their full term limits (cap-out) in January 2015. All others whose terms expire but do not cap out will be recommended to the Mayor for reappointment. A new board member orientation was held on July 29th. He also noted that the board development committee is working with the state as they roll out new governance guidelines. While the state had revised its initial guideline which would have swelled the board membership significantly, changes will be such that by December, the total membership might still increase by seven. We will be required to have one representative for every mandated partner, but one member will be able to represent more than one partner. The Workforce and Innovation Opportunities Act (WIOA), when it is enacted, will require fewer mandated partners on local boards.

Finance Mr. Dale Porter reported out for the Finance Committee. The committee met on June 4 and approved the FY2015 operating budget and major contracts in excess of $3 million. Due to the year-end closing, no statements are available to report to the committee. Monthly accounting is due to the Commonwealth tomorrow, and August 31st is the deadline to fulfill the year-end accounting. During the year-end the final audit of EARN and JSST vendors is undertaken, to make certain all of their expenses and revenue, as well as compliance issues, are in line with our budget. Auditing begins in November, giving our vendors the opportunity to have their financial statements audited independently. Therefore the following actions are requested. ACTION: Request approval for Finance Committee to recommend following to board for approval:

• •

Approve Financial Statements for Year Ending June 30, 2014 Approve Financial Statements for Month Ending July 31, 2014.

The chair called for a motion. Following a discussion, the action was appended to reflect the following: ACTION: After the Finance Committee has approved the above listed statements on September 4, they will be sent to the Executive Committee for review and questions. If approval is necessary given changes, a conference call will be held. Subject to this approval, Dr. Judith Rényi made a MOTION, seconded by Mr. David Donald. The motion was approved by unanimous consent.

Human Resources Ms. Tracee Hunt reported that the only open item for the committee is to finalize the compensation market study.

Research & Policy Dr. Judith Rényi noted that not only had there been the passage of WIOA, but that a white paper had come from Vice President Joe Biden to push at the federal level to make it more possible to work across funding streams and focus on the hardest-to-serve, including people with disabilities, criminal records, low skills, and low literacy levels. We will work in concert with the PA Workforce Development Association to educate gubernatorial candidates about the opportunities with WIOA.

Workforce and Economic Development Mr. Dave Donald reported that an RFP for the integrated service delivery model was released on July 3, due back August 28. On July 16, a bidders’ conference was held with representatives of 20 organizations. On July 8, the Jobs Specific Skills Training (JSST) RFP, 44

seeking training contractors who are directly connected to employers, was released and is due back August 26th. 24 people attended the JSST bidders’ conference representing 17 organizations. Regarding the Request for Information (RFI) on locations for the PA CareerLink® Philadelphia integrated centers, the RFI evaluation team has narrowed the competition down to 6 buildings that fit the criteria. They will be scored based on the objective conditions identified in the location evaluation tool. Final recommendations will be made to the committee at the end of September. We have funding for 4 sites, and have already signed a lease for the second floor of this building (One Penn Center) and so 3 additional sites will be selected. There was a discussion about resources that might be available to support a 5th site, which would require an additional $3-4 million. Regarding a competitive grant opportunity from the state, it was clarified that even including matching dollars from the City, these funds would only amount to approximately $750K of one-time funding. Those dollars would be for one year and for direct services only. Therefore, an outreach strategy would be prioritized in areas not in close proximity to the potential sites for centers. The strategy is to position ourselves to attract future funding as well as to expand our own fundraising and grant pursuit activity to support the model. The W.E.D. committee will keep the executive committee updated on this topic.

Hardest-To-Serve Subcommittee Mr. Donald and Dr. Meg Shope Koppel reported that the committee is implementing a strategy to use digital technology to increase outreach. Some of the ideas being explored include virtual job clubs, distance ‘train the trainer’, virtual workshop delivery, and other tools. The committee is aligning with the work of the City’s Office of Community Empowerment and Opportunity (CEO) and the Re-Entry Coalition. They are working to understand how we build a coalition of people to advocate for the hardest-to-serve, remembering that they fall outside of our standard funding streams.

Outreach and Resource Development Subcommittee Mr. Donald reviewed the background of the action items before the committee for the Outreach and Engagement Plan and the third year option to re-designate the Philadelphia Youth Network (PYN) as the Youth Works Administrator. ACTION: The ORD committee recommends approval of the Philadelphia Works Outreach and Engagement Plan, and requests approval for the committee to oversee the brand management and targeted outreach strategies. The chair called for a motion. A MOTION was made by Mr. Bartolomeo and seconded by Mr. Donald. The motion was approved by unanimous consent. ACTION: The WED committee requests approval from the Executive Committee to recommend to the full board approval of the third year option to re-designate PYN as Youth Works administrator effective October 1, 2014. The chair called for a motion. A MOTION was made by Dr. Rényi and seconded by Ms. Hunt. The motion was approved by unanimous consent. There being no new business, the meeting was adjourned at 9:30AM.

Philadelphia Council for College and Career Success Quarterly Meeting Summary

Tuesday, October 21, 2014 8:30-10:30 AM Chairperson: Dr. William Hite

IN ATTENDANCE

Welcome & Chair’s Remarks

Dr. William Hite, the School District of Philadelphia Superintendent and Co-Chair of the Council, took the podium to welcome Council members, acknowledge newly appointed members, review the agenda, and provide brief updates from the Council’s previous meeting.

Project U-Turn Update

Cynthia Figueroa, President and CEO of Congreso and Project U-Turn Committee Co-Chair, provided updates on the work and progress of Project U-Turn; specifically regarding the upcoming Aspen Institute Fall 2014 Convening and the newly established Accelerated High School Network Community of Practice. Aspen Institute’s Fall 2014 Convening Philadelphia was one of 21 cities awarded grants last year as part of its participation in the Aspen Institute’s Opportunity Youth Incentive Fund (OYIF), and only 1 of 2 to receive the 3-year, $499,000 implementation grant. The grant was awarded to collaboratives across the U.S. that harness the power of cross-sector collaboration to make substantive progress for opportunity youth, 16-24, who are disconnected from education and work. The Aspen Forum convenes a series of bi-annual roundtable discussions around the country with mayors, community leaders, philanthropies, and businesses to explore successful community collaboratives and share best practices. Project U-Turn will send eight representatives from our collaborative, including the Deputy School Superintendent Paul Kihn. Accelerated High School Network Community of Practice During the April Council meeting, Dr. Hite requested the Council to lend its expertise in reviewing and improving the provision of schooling across all the District’s alternative settings. In response to Dr. Hite’s request, Project U-Turn has partnered with the Mayor’s Office of Education to reestablish a Community of Practice among the District’s Accelerated High School leadership and staff.

WorkReady Update

Jennie Sparandara, Director of JOIN and WorkReady Committee CoChair, provided updates on the work and progress of WorkReady Philadelphia; specifically regarding summer programs and Career and Technical Education.

2014 WorkReady Summer Programs 47

MEMBERS: Dr. William Hite (Co-Chair) Dr. Lori Schorr (Co-Chair) Ramean Clowney Jeffrey Cooper Pat Eiding Cynthia Figueroa William Hite Sharmain Matlock Turner Erik Solivan Jennie Sparandara Darren Spielman David Wilson DELEGATES: Arun Prabhakaran Sheila Ireland Elliot Weinbaum Jay Vazquez Rachel Pereira STAFF AND GUESTS: Michelle Armstrong Lori Carter Morgan Cephas Sarah Costelloe Farah Farnese Chekemma FulmoreTownsend Stephanie Gambone Vanessa Garrett Harley Amira Hassan David Kipphut Jere Mahaffey Kristyn Mohr Tara Murphy Sithi Pardeshi Evelyn Sample Oates Dalia Soliman Jay Spector

Ms. Sparandara reminded the Council that early projections for the summer showed only enough funding to support slightly over 4,000 slots; nearly half the number of youth served in 2013 and the lowest forecasted number since WorkReady’s inception in 2003. Given this challenge, our City set a goal to meet or surpass 7,600 slots; the number of youth served last year. Thanks to the outreach of Mayor Nutter and recruitment partners, both the private and public sectors united to collectively raise enough funds to serve 8,195 youth this year. This success would not be possible without invested support from throughout the City. Additionally, 1,750 summer experiences were supported by the local business and philanthropic community. Over 60 organizations operated programs, and over 1,111 worksites offered experiences for young people. Career and Technical Education The Office of Career and Technical Education (CTE) partnered with Philadelphia Youth Network and Philadelphia Academies to pilot a Teacher Externship Program, as an opportunity for academic and CTE teachers to observe and interact with professionals in related industry areas. Over 30 teachers from six schools partnered with 10 companies to spend a week observing and engaging in activities in an effort to learn how classroom content, competencies, and strategies are applied in the workplace.

Action Item: WorkReady Summer Procurement Process Vote

Ms. Sparandara introduced a vote concerning the procurement process for WorkReady 2015 summer program contracts. A Request for Proposals (RFP) was released in fall 2013 for WorkReady summer programs. The period of performance allows for one to two years of renewals as recommended by the Council and at the discretion of the Philadelphia Works Board. The WorkReady Committee reviewed this option and recommended the Council vote to recommend to Philadelphia Works Board that contracts be processed for renewal instead of issuing a new RFP. Contracts will be presented for review and approval in the spring by the Council and recommended to the Philadelphia Works Board for approval. Due to the Council’s presiding co-chair’s, Tony Bartolomeo, absence, Ms. Sparandara invited Mr. Pat Eiding, Council and Philadelphia Works Board member, to call a vote. Mr. Eiding called the vote to recommend a procurement process for WorkReady 2015 summer program contracts via renewal instead of issuing a new Request for Proposals. Motion: Dr. Lori Shorr made a motion, seconded by Mr. Erik Solivan. Abstentions included Ms. Cynthia Figueroa, Ms. Sharmain Matlock Turner, Mr. Darren Spielman, Ms. Sheila Ireland, and Mr. Jay Vazquez. Action: The vote passed unanimously.

Presentation: Performance Data

Mr. Jay Spector, President and CEO of JEVS, and Chekemma Fulmore-Townsend, President and CEO of the Philadelphia Youth Network, presented performance data from WIA Common Measures and the WorkReady system. Mr. Spector announced to the Council that 9,953 youth were served across summer and year-round WorkReady programs during the past year. This success was made possible by the WIA and TANF investment being leveraged with additional funding. WIA Common Measures Mr. Spector presented performance levels from WIA Common Measures. For the fourth consecutive year, Philadelphia met or exceeded all negotiated levels for youth-related WIA Common Measures. Common Measures are performance goals for WIA-funded programs, which are negotiated annually with the State based on the previous year’s performance. WIA Common Measures track three performance metrics for youth ages 14-21. These measures show performance from the previous program year, i.e., data released in 2014 represents youth served in Program Year 2013. The measures track: • Placement in Employment or Education • Attainment of Degree or Certification, and • Gains in Literacy or Numeracy skills (for out-of-school youth)

To provide context for Philadelphia’s performance in Program Year ‘13, Mr. Spector presented Common Measure performance levels from Philadelphia, the State of Pennsylvania, and Allegheny County from Program Years ’11, ’12, and ’13. While Philadelphia is unique in that we report against significantly more youth than other workforce investment areas, Allegheny County consistently reports against a higher number of youth than other areas for comparison and also includes a large urban area, Pittsburg. In Program Year ’11, negotiated performance levels remained the same from the previous year for Philadelphia, Pennsylvania, and Allegheny County. Philadelphia surpassed all negotiated performance levels, performed on par with the State, and outperformed Allegheny County. In Program Year ’12, negotiated performance levels increased across all three metrics for Philadelphia and the State based upon the previous year’s performance levels. Philadelphia surpassed all negotiated performance levels and performed higher than the state and Allegheny County across all three metrics. In Program Year ’13, once again, negotiated performance levels increased across all three metrics, and in all three measures, Philadelphia surpassed negotiated levels and performed better or near the State’s and Allegheny County’s performances. Mr. Spector gave a more detailed description of Philadelphia’s performance in Program Year ’13: • Placement in Employment or Education: o Negotiated Level: 56%, Actual Performance: 66% (119% of the goal achieved) • Attainment of Credential or Degree: o Negotiated Level: 78.9%, Actual Performance: 92% (119% of the goal achieved) • Gains in Literacy or Numeracy Skills (for out-of-school youth) o Negotiated Level: 60%, Actual Performance: 64% (107% of the goal achieved) WorkReady System Performance Data Ms. Townsend presented performance data from the WorkReady system. While WIA Common Measures show performance levels from Program Year ’13, system-wide data collection allows for performance data to be reported from Program Year ’14, in which a total of 9,953 young people were served. Ms. Townsend reviewed performance from TANF-funded year-round program models for both in-school (ISY) and out-of-school youth (OSY), including E3 Centers, YES Philly, and Communities In Schools’ Start on Success (CIS-SOS). Likewise, Ms. Townsend reviewed WIA-funded year-round program models for both in-school and out-of-school youth, including 21st Century Continuum, Industry Pipeline, Occupational Skills Training, and GED-to-College. Data shared included number of youth served, credential attainment, placement, and skill gain. Ms. Townsend reviewed data and highlighted nuances, challenges, and success for each model. This dataset will be reported upon in the December Philadelphia Works Board Book.

WIA-Funded Year-Round Allocation Strategy Priorities

Ms. Townsend led the Council in a discussion to gain feedback concerning allocation strategy priorities for year-round WIA-funded programs. An RFP was released October 10th, and contracts will be presented to the Council and Philadelphia Works Board for approval in first quarter meetings of 2015. The RFP was designed with three pathways: at risk-youth enrolled in school, opportunity youth without a secondary credential, and opportunity youth with a secondary credential. Ms. Townsend addressed the recent reauthorization of the Workforce Investment Act via the Workforce Innovation and Opportunity Act (WIOA), which includes a change in the required allocations for ISY and OSY program funding. Specifically, funding for OSY programs will rise from a 30% minimum requirement to a 75% minimum requirement. Given this impending shift in funding, Ms. Townsend addressed inquiries to consider partially or fully implementing this change in allocations for upcoming WIA-funded contracts under the currently released RFP. Ms. Townsend described three options to be considered and the implications of each: 49

• • •

Maintain Philadelphia’s current WIA-funding levels (approximately 40% OSY / 60% ISY) Shift toward WIOA-funding level allocations (e.g., 60% OSY / 40% ISY) Implement full WIOA-funding level allocations (i.e., 75% OSY / 25% ISY)

Ms. Townsend described the impact each of these options would have on OSY programs, ISY programs, and performance data, and then solicited feedback and discussion from Council members regarding their insight for each of the options and implications. Council members provided feedback, which will inform the allocation strategy for contracts under the currently released RFP. Once again, these contracts will be reviewed and approved by the Council and Philadelphia Works Board in first quarter meetings of 2015.

Policy Update

Mr. Erik Solivan, Executive Vice President of the Philadelphia Housing Authority, provided a brief update from the policy workgroup, which formed after the July meeting to further review ongoing policy changes with implications for the Council’s work. Mr. Solivan provided a brief update on both the potential reauthorization of the Carl D. Perkins Career and Technical Education Act and the recent reauthorization of the Workforce Investment Act to the Workforce Innovation and Opportunity Act.

Council Strategic Planning

Dr. Lori Shorr, the Mayor’s Chief Education Officer and Council Co-Chair, provided an update to the Council’s strategic planning process conducted over the past year. Dr. Shorr highlighted several successes achieved in the five priority areas: middle school youth, older youth, post-secondary alignment, capacity building, and a workforce metric. This process has culminated in the expansion of the Council’s work within its three priorities (high school completion, post-secondary completion, and workforce preparation) to server a wider age range and to further enhance adult practitioner capacity and post-secondary alignment. Council leadership, the Council’s Strategic Planning Ad Hoc Committee, and subcommittee members collectively considered the best priorities and structure to support the Council’s goals and body of work. Dr. Shorr shared a proposed new subcommittee structure with three subcommittees to focus on investment and monitoring of WIA and TANF funds, alignment of citywide campaigns, and advocacy and monitoring of policy and legislation. Dr. Shorr also emphasized that Project U-Turn and WorkReady would continue to meet as closely aligned campaigns with an active role in the alignment subcommittee and greater focus on their separate campaign priorities. Council members provided feedback and asked clarifying questions. A follow-up meeting will be convened to review the proposed subcommittee structure and implementation strategies for 2015. Dr. Shorr then concluded the meeting with several announcements: • Council and Philadelphia Works Board WIOA Briefing – Friday, October 24th • Breakfast of WorkReady Champions – Thursday, November 13th • Upcoming Quarterly Council Meeting – Tuesday, January 27th

Board Development Committee Summary Thursday, October 23, 2014 Chair: Ajay Raju

Members of the board development committee reviewed materials via phone IN ATTENDANCE: and discussed the following items:

MEMBERS:

Review Board Committee Attendance Roster

All absences were excused and there were no concerns.

Review board member’s committee affiliation Document was reviewed and all items were in order

Ajay Raju Maia Jachimowicz Andrea Agnew

STAFF:

Mark Edwards Rachel Polisher The committee discussed board appointments and reappointments, as well as Sharon Riley expiring terms, with each committee member. In January of 2015, two board members’ terms will be expiring and they will have both served their consecutive 6 year term. They will be presented with a token of appreciation at the December board meeting. These positions must be filled by April 1, 2015 and April 30, 2015, respectively, however, one member may potentially be able to serve in a discretionary role.

Board Member and Council Appointments and Term End Dates

There are four additional board members whose term will be expiring in FY2015: two members in January of 2015 and two members in June of 2015. The Committee recommended three of these members to be reappointed, with the fourth member requiring additional discussion. (Addendum: this discussion has been held and all 4 members will be recommended for reappointment.)

Status of Youth Council Appointments

Six members’ terms have expired. Five members are recommended for reappointment and one member stepped down from the Council. In addition, there is one nominee who is recommended to serve as the youth representative for the Council. Philadelphia Works is currently obtaining tax clearance forms from all of these individuals and will be submitting the completed forms and appointment letters to the Mayor’s office for consideration.

Update on Commonwealth Guidelines & WIOA

A WIOA briefing is scheduled for October 24. The committee discussed changing the by-laws to allow for 1 year re-appointment of board members. The committee recommends this change. Next Steps: recommend changing the bylaws to allow for 1 year re-appointment of board members to the executive committee for approval by the board.

Finance Committee Meeting Summary

Thursday September 4 2014 9:00-10:10 AM Chair: Phillip Barnett

Welcome and approval of prior meeting minutes IN ATTENDANCE: The monthly Finance Committee was held on September 4, 2014. The meeting was called to order by Mr. Phillip Barnett at 9:00 am. Motion to MEMBERS: approve prior meeting summary minutes held on June 4, 2014 was approved. Phillip Barnett Patrick Eiding Operations Narrative/Financial Statement Year Ended June, 2014 Ed Grose Mr. Onorato presented financial statements for the year ended June 2014 Joseph Parente along with Revenue Analysis handout. Performance revenue received and not earned is presented on the balance sheet as deferred revenue. TANF REGRETS: performance revenue received and not earned of approximately $4 mil has Regine Metellus been accrued for FY14. Mr. Dale Porter explains the $4 mil in deferred revenue received, is available for program investment not yet made. Mr. Mark STAFF: Edwards response that there is flexibility to fund integration and other Mark Edwards allowable TANF expense per an e-mail received from the State. ACTION: Mr. Joseph Onorato Barnett request more information to the Finance Committee on investment Dale Porter policy. Meg Shope Koppel Gail Winkle Operations Narrative and Financial Statements for the month ended July 31, 2014 Mr. Onorato presented financial statements for the one month ended July 31, 2014 with no questions or comments. Mr. Porter presented to the Finance Committee that the Auditors field work will start on October 20, 2014 with audit field work completed by the end of December with final Audit and 990 complete by February 2015. FY 14 Executed Contracts For disclosure purposes only, a list of executed contracts not requiring Finance Committee or full Board was presented. Purchase of Software for the integrated Model Ms. Meg Shope Koppel presented to the Finance Committee a proposal to purchase and install software, â&#x20AC;&#x153;Client Trackâ&#x20AC;? that will track data associated with participant activity. Mr. Joe Parente suggested a consultant be hired to manage the project. Philadelphia Works will continue to use KRONOS for participant time keeping until the new software has been completely tested. Mr. Barnett suggested we manage the process closely ensure we have their best team on the project. The Committee also recommends a hold back of at least 30% until project completion. This will afford more leverage in managing the project. Ms. Shope Koppel asked the Finance Committee if they had any thoughts regarding the project manager and what would the going rate per hour for such a person? Mr. Parente responded that he would look into his network and a fair rate per hour would be $150 to $200. Adjournment

Mr. Barnett asked if there was any further business to conduct. There being none, he adjourned the meeting at 10:00 am.

Human Resources Committee Meeting Summary

Monday, October 20, 2014 2:30-3:30 PM Chair: Tracee Hunt

IN ATTENDANCE:

Welcome & Agenda Overview The meeting began at 2:38 PM. Ms. Suzanne Krasnisky welcomed everyone to the meeting. Ms. Tracee Hunt was running late from another meeting and requested the meeting begin without her. She would phone in to the meeting as soon as she could.

MEMBERS:

Tracee Hunt Norma RomeroMitchell Meg Jones Jim Gillece July 21, 2014 Meeting Summary Ms. Krasnisky asked if everyone had an opportunity to review the minutes. Myrna Toro Everyone had reviewed the minutes. Mr. Mark Edwards called for a motion to approve the minutes. Motion: Ms. Hunt motioned, seconded by Ms. Meg Jones. REGRETS: Action: The motion passed with unanimous consent. None

STAFF:

Salary Administration Program Summary

In 2012, Peter R Johnson & Company completed a thorough salary Mark Edwards administration review for Philadelphia Works in preparation for the merger. Staff Suzanne Krasnisky made salary adjustments based on new job descriptions, outcome of review and Maria Morton available budget. In 2014, Staff asked Mr. Johnson to conduct another review of the salary administration program. He adjusted the salary ranges by 2% per year or a total of 4% for 2 years based on the market trends. Staff adjusted the salaries for employees who were below the new salary range. Salary adjustments were also made due to job description changes and what was allowable within the budget. The target for salaries is between 90 to 100 percent of the compa-ratio. Most of the salaries fall within the targeted range; however, some salaries fall below or above. Staff will keep a close watch and complete interval reviews periodically. The salaries for the executive level average at a 90.3% comparatio, the director level at 98.1% compa-ratio, the manager level at 95.8% compa-ratio, and all other staff at 94.6% compa-ratio. The total average for Philadelphia Works salaries is 94.1% compa-ratio. Mr. Jim Gillece mentioned that the compa-ratio percentages may be lower since this summary only reflects salaries and not total compensation. Ms. Jones asked if Staff incurred problems with recruitment because of the salaries. Ms. Krasnisky responded yes at times and Mr. Mark Edwards added that itâ&#x20AC;&#x2122;s particularly in the area of Information Technology. Ms. Jones asked which committee approves or handles any type of increases for the CEO. Mr. Edwards responded that it not has occurred to date but the Executive Committee reviews it. Mr. Edwards asked that this committee be part of the discussion process in which increases, COLA, and bonuses may be determined for the staff. This would help inform the discussion when taken to the executive committee and the Mayorâ&#x20AC;&#x2122;s office. Ms. Hunt mentioned it would be helpful if there were a

comparison to other WIBs in large cities and similar size to Philadelphia Works. ACTION ITEM: Ms. Krasnisky will gather information from other WIBs and create a comparison to present to the committee.

RFP Update An RFP was posted to identify a search firm that would assist staff in the hiring of a Chief Operating Officer (COO). We received only two responses for the RFP. Their responses were general and did not answer our questions; therefore, it was re-posted. We received an additional four responses to the RFP; a total of six responses. Staff will review and score the responses and then identify a search firm. Ms. Jones asked how Staff is managing in the absence of a COO. The work is distributed across a number of staff members and Mr. Edwards is managing the staff that would be supervised by the COO. The general counsel responsibilities are shared by the Compliance Officer, Sharon Riley and Senior Policy Associate, Samea Lim.

Predictive Index Training for Leadership Update

The workshop was conducted for the leadership team and staff that report directly to Mr. Edwards. The outcome of the workshop was to improve communication, recognize each other’s strengths and motivators, and learn to adapt to each other’s style of work and communication. The leadership team is committed to coming together united as a team and being the role models for engagement. The team is working on implementing the recommendations that resulted from the workshop activities.

Human Resources 2-year Operational Plan

Business Unit Leaders came together to discuss the relationship, interaction, cross functional work, and connection to each other and to the strategic priorities of the organization. Then each business unit leader created a full year operational plan that supports the organization’s ability to build capacity to meet the strategic priorities. This plan is utilized for their performance appraisal to determine if goals are met or exceeded. Ms. Hunt mentioned that the operational plan has an excellent alignment across the priorities and collaboration between HR and the business units are well represented; however, to better enhance the plan it should include solid metrics in the narrative so that it can be more quantifiable. ACTION ITEM: Staff will enhance the plan by including quantifiable results that establish the indicator of success.

Other

The Research Analyst position was filled by Yiyue Huangfu. The committee will receive her bio after the meeting. The Program Representative position is vacant. Staff will use the Predictive Index (PI) tool during the hiring process. Ms. Hunt mentioned that the PI tool is an amazing tool but be careful not use the tool as the determining factor of the hire.

Adjournment

The meeting was adjourned at 3:26 PM by Ms. Hunt. The next HR Committee meeting will be held on Tuesday, January 20, 2014, from 3:00 PM. to 4:30 PM.

Research & Policy Committee Meeting Summary

Wednesday, October 29, 2014 10:30-12:00 PM Chair: Judith Rényi

Welcome and Review/Approval of July 10, 2014 Minutes

IN ATTENDANCE

Dr. Judith Rényi welcomed the committee and called the meeting to order at 10:36 AM. Dr. Rényi called for approval of the July 10, 2014 meeting minutes. Due to two new members, Mr. Jay Spector and Ms. Maia Jachimowicz joining MEMBERS: Judith Rényi, Chair the committee, the group introduced themselves. Maia Jachimowicz Motion: Mr. Tsiwen Law moved to approve the minutes, seconded by Mr. Bud Tsiwen Law Tyler. Action: the motion carried unanimously. Kate Shaw Jay Spector WIOA Timeline and priority areas for input with government Bud Tyler Ms. Samea Lim reported that the Department of Labor (DOL) held a series of Sheila Watkins meetings to receive feedback from the workforce system as they draft the regulations for the Workforce Innovation and Opportunity Act (WIOA). WIOA STAFF AND GUESTS: takes effect on July 1, 2015. Philadelphia Works has scheduled sessions for Mark Edwards board members, staff, and our stakeholders to provide an overview of the new Sue Hoffman law and develop recommendations for the new regulations. Based on the Samea Lim feedback from our partners, we plan to develop a policy document for DOL. Ms. Rita Randall Lim presented on the WIOA policy priority areas that were developed in Meg Shope Koppel consultation with our state and national partners. Anastasia Vishnyakova •

• • • •

•

Regional planning: We want to strengthen the level of consultation that occurs between states and local areas. The term “consultation” needs REGRETS: clear definition. The Committee also advised that we consider available Judith Gay data when developing a regional position and consider regions across state borders. Youth: We plan to support transition opportunities to phase into the new funding and age distribution structures. Performance measures: We will give input on definitions of new measures. Some measures may need to be tiered for different populations. One-stop operator procurement: We want emphasis from the federal level that procurement and selection of our operators is a local decision. Individuals with barriers to employment: We will provide input on priority populations, how the 15 percent state set-aside might be leveraged, and how employment and retention measures can accommodate WIOA’s emphasis on this population. Service delivery and One-Stops: We plan to provide feedback on the challenges/benefits of the new system (elimination of sequence of services, integrated management, etc.) and how to ease this transition.

•

Federal and state criteria for service delivery: We will provide feedback on how the state will certify the one-stop system based on the requirement for “continuous improvement.”

WIOA Timeline: Notable dates for regulatory engagement and implementation were provided to the committee. Ms. Lim will provide the committee with a draft of the policy document for review prior to posting or distributing to government officials.

Annual Report to the Jobs Commission of the City of Philadelphia Mr. Mark Edwards reported that Philadelphia Works will partner with the City Department of Commerce to produce an annual jobs commission report highlighting the investments that the City of Philadelphia has made that resulted in creating jobs. While the original recommendation was an annual report in December, the Commerce Department sees this as an annual report for the calendar year due in late January. The report will be a coordinated effort with the Commerce Department taking the lead. A methodology and collection of data will begin shortly. Dr. Meg Shope Koppel encouraged committee members to report any resources or feedback they would recommend to enhance this report. A draft of the report will be distributed to the committee for their review in January.

Communicating with other committees on policy and research

Dr. Shope Koppel reported that there are varies sub-committees working on research regarding individuals with barriers to employment or hardest-to-serve. For example, the Re-Entry sub-committee research is focused on four major components: ban-the-box legislation; the amount of administrative burden to track data across programs; costs and fees associated with the returning citizen’s population; and barriers and incentive programs for returning citizens to get back to work. Staff will request feedback prior to releasing the reports to the Outreach & Resource Development Committee.

Recap the Next Steps • • •

Ms. Lim will provide a draft of the priority recommendations to the committee A draft of the Jobs Commission Report will be ready for review in January Dr. Shope Koppel will distribute policy and research data on individuals with barriers to employment as these become available

Wrap-up A number of changes are developing with our Board and Committees • • •

Dr. Elizabeth Riley-Wasserman will be coming off the Philadelphia Works board as well as the chair of the Hardest-to-Serve committee Dr. Judith Rényi will step down from chairing the Research & Policy Committee and instead chair the Hardest-to-Serve Committee Ms. Maia Jachimowicz will join the Research & Policy Committee as chairperson

With no other business, Mr. Edwards adjourned the meeting on Dr. Rényi’s behalf at 11:48 a.m. since Dr. Rényi had a prior commitment. Motion: Mr. Law moved to adjourn the meeting and Mr. Tyler seconded the motion. The vote was unanimous.

Workforce & Economic Development Committee Meeting Summary

Thursday, October 30, 2014 2:00-3:30 PM Chair: David Donald

Welcome & Chair’s Remarks

IN ATTENDANCE:

The Chair, Mr. David Donald, called the meeting to order at 2:05 pm. He informed the group of the primary purpose of the meeting, which is to vote on MEMBERS: the recommended sites and contractors for our new integrated services delivery Waverly Coleman model. David Donald Peter Franks Approval of July 21, 2014 Meeting Minutes Motion: Peter Franks moved, seconded by Judith Rényi to approve the Maia Jachimowicz Gabriel Mandujano July 21, 2014 meeting summary. Jim Nichols Action: The motion was passed with unanimous consent. Judith Rényi Alan Rosenberg nd

1617 JFK Boulevard, 2 floor Renovations

Final building plans and logistics have concluded. Construction is slated to be completed between January and February 2015. When construction is complete, the goal is to position Career Team’s EARN Center on the 2nd floor where they will co-locate with Suburban Station CareerLink®. The new integrated services delivery contractor will begin in April 2015.

STAFF:

Lori Carter Mark Edwards Denise Givens Heloise Jettison Jamece Joyner No Wrong Door Sites Susan Kirby A strategic process was created in order to properly select the sites that would Sharon Riley house the new integrated centers. The process included: Meg Shope Koppel • Releasing a Request for Information (RFP) which helped to identify Nancy White commercial real estate locations in Philadelphia. • Forming a sub-committee who were tasked to tour, evaluate and REGRETS: recommend three integrated services sites to the W.E.D. committee. Dionisio Mignacca Joe Parente After rejecting three (3) sites for failure to meet necessary criteria, the subWayne Trout committee participated in six (6) site visits and seven (7) meetings in order to Elizabeth Rileyaccess and ultimately select three (3) sites, in addition to 1617 JFK Blvd., 2nd Wasserman floor, which was selected prior to the formation of the sub-committee. Lengthy deliberations occurred as challenges with lease negotiations and building terms interfered with the selection process. However, in due course, the following locations were recommended: 1. 3901 Market Street 2. 5847 Germantown Avenue 3. 4261 N. 5th Street

Recommendation of Sites Motion: Peter Franks moved, seconded by Maia Jachimowicz to recommend the aforementioned three sites to the board. Abstentions: Jim Nichols. Action: The motion was passed with unanimous consent.

No Wrong Door Contractors Philadelphia Works received nine (9) proposals in response to the RFP for Procurement 1-Center Wide Services, and two (2) for Procurement 2 – Cross Center Services. For Procurement 1, each proposal was read by three (3) reviewers. For Procurement 2, every member of the review team read each of the two proposals. In-depth meetings occurred amongst the review team, consisting of board members and other stake holders to identify four (4) Center Wide Services Contractors, and one (1) Cross Center Services Contractor. Reviewers scored each proposal based on criteria identified in the RFP using a scoring rubric, which assessed: Organizational Experience, Partnerships, Relationships and Collaborations, Plans for the Implementation of the No Wrong Door Service Design Specifications. Procurement 2 included a fourth category-Digital Strategy and Innovation. Last, the top scoring organizations were invited in for interviews which gave the review team an opportunity to ask bidders additional questions regarding their proposals. The following Center-wide Services Contractors were recommended to the W.E.D. committee: 1. 2. 3. 4. 5.

Impact JEVS Congreso Nueva Esperanza SERCO was selected as an alternate contractor in the event one of the chosen contractors withdraws.

There were only two organizations who submitted a proposal for the Cross Center Services Contractor. Each member of the review team gave one proposer an overwhelmingly higher score than the other. As a result, EDSI was chosen as the Cross Center Services Contractor. There is no alternate Cross Center Services Contractor. Please note that contractors were selected independent of locations. As stated in the RFP, “Occupation of the site: Selected contractors must be ready to occupy their assigned site and begin operations according to schedule” (NWD RFP pg.6). Furthermore, the RFP states that a contractor cannot operate as both a Center Contractor and a Cross Center Services Contractor.

Recommendation of No Wrong Door Contractors Motion: Judith Rényi moved, and Peter Franks seconded, that four (4) Center-wide Services Contractors, and one (1) alternate, and one (1) Cross Center Services Contractor, all aforementioned, be recommended to the board. Abstentions: Jim Nichols. Action: The motion was passed with unanimous consent.

Next Steps • A subsequent conversation on the topic of a landlord also operating as a center contractor will occur amongst the board and other stakeholders. • Staff is developing transition plans for current providers who may be losing a contract.

Recommendation of Job Specific Skills Training (JSST) Contractors There were a total of 21 proposals received for potential skills training contractors. There were 7 proposal reviewers, and each one was assigned nine (9) proposals to read and score. Reviewers scored each proposal based on criteria identified in a scoring rubric, such as: clear evidence of experience in providing skills training and history, ability to accommodate students at various levels of ability, evidence of employer partner commitment, etc. As a result, the following six training programs were identified: 1. 2. 3. 4. 5. 6.

District 1199c – Health Care Congreso – Child Development Welcoming Center – Vocational Literacy Welcoming Center – Foodservice and Hospitality Abo Haven – Retail and Customer Service Goodwill – Commercial Driver Class B

Recommendation of Job Specific Skills Training (JSST) Contractors Motion: Waverly Coleman moved, seconded by Gabriel Mandujano, to recommend the aforementioned six (6) JSST contractors to the Board. Abstentions: David Donald, Jim Nichols. Action: The motion was passed with unanimous consent.

November 14, 2014 Special Board Meeting

There will be a special board meeting to convey the sites and No Wrong Door/JSST contractor recommendations to the Board. This is a public meeting where individuals will have the opportunity to dial-in or attend in person. *Please note that all non-disclosure forms will be terminated after November 14, 2014.

Hardest-To-Serve Subcommittee

An update was provided on the activities of the Hardest-To-Serve subcommittee: Reentry: Philadelphia Works co-chairs the Employment Committee of the Reentry Coalition consisting of local, state and federal agencies; this committee’s goal is to reduce recidivism of returning citizens through coordinating a continuum of training and supports that lead to employment. Ban the Box: The Philadelphia Commission on Human Relations (PCHR) has reported that it plans to increase the impact of this legislation through simplifying the complaint process, and promoting employer compliance and awareness through media campaigns and increased PCHR attendance at job fairs. Philadelphia Works will research similar Ban the Box legislations in other cities.

Software use for workforce data entry and sharing: The staff will focus on eliminating duplicate data entry requirements and examine data sharing best practices used in the city and other states for workforce services. Compass project: Philadelphia Works applied for a grant to have Compass provide volunteers to assist in a collective project with our organization. The project is based on improving Philadelphia Works’ collaboration processes and messaging with partner organizations, employers and other stakeholders. POWER: The Philadelphia collaborative called POWER is part of a larger national organization called PICO. This faith-based grass roots organization engages congregations across religions to advance their efforts. Philadelphia Works is still in discussion regarding whether staff should embrace POWER’s approach regarding advocacy.

Title II Literacy Services/PA CareerLink® Update

Good news was shared by Dr. Judith Rényi regarding implementation of a new process within the PA CareerLink® centers that will effectively connect job-seekers to literacy. The new approach will involve reshaping procedures, relationships, and services that will help many dislocated workers and jobseekers gain the skills needed for employment as well as training programs. Virtual tools will be highly utilized in this new design, which in turn will assist staff by reducing their outreach efforts regarding literacy services. Full integration will occur January 2015.

Adjourn

With no other business, Mr. David Donald adjourned the meeting at 3:25pm.

Hardest-To-Serve SubCommittee Meeting Summary

Tuesday, October 7, 2014 9:00-10:30 AM Chair: Dr. Elizabeth Riley-Wasserman

Welcome

Dr. Elizabeth Riley-Wasserman welcomed the committee and called the meeting to order at 9:10 AM. Dr. Riley-Wasserman requested a motion to approve the meeting minutes from July 30, 2014. A Motion was made by Mr. Peter Franks and seconded by Ms. Bahiya Cabral-Johnson. Action: The motion was passed with unanimous consent.

IN ATTENDANCE: MEMBERS:

Elizabeth RileyWasserman – (Chair) Bahiya Cabral-Johnson Peter Franks Update of Activities since August 2014 Ms. Sue Hoffman updated the committee on three activities the Reentry Diane Inverso Coalition has been involved in since August 2014 to reduce barriers to Dionisio Mignacca Judith Rényi employment for returning citizens:

Reentry: Philadelphia Works co-chairs the Employment Committee of the Reentry Coalition consisting of local, state and federal agencies; this committee’s goal is to reduce recidivism of returning citizens through coordinating a continuum of training and supports that lead to employment. Ms. Hoffman reviewed the handout that describes the foci of this committee’s activities around: creating a job developer toolkit to provide information to employers on tax credits and other incentives; completing a gap analysis to determine best services for at-risk returning citizens; identifying policy and practices that are barriers to employment of returning citizens such as the City’s practice of collecting past court fines and fees; and lastly building an agency leadership briefing plan for continued commitment of staff, resources and system-level improvements to remove policy barriers. Updates on other priorities of the Hardest-to-Serve sub-committee include: Ban the Box: The Philadelphia Commission on Human Relations (PCHR) has reported that it plans to increase the impact of this legislation through simplifying the complaint process, and promoting employer compliance and awareness through media campaigns and increased PCHR attendance at job fairs. Philadelphia Works will research the impact of Ban the Box in other cities. Case Management or other software use for workforce data entry and sharing: The staff will focus on identifying current case management or other software that is utilized by partner agencies in managing their support for clients. The intent is to illuminate duplicate data entry requirements, inability to facilitate coordination of services to support a client with needs from multiple agencies, and examine data sharing best practices used in the city and other states for workforce services.

STAFF:

Swanie Goldsmith Sue Hoffman Yiyue Huangfu Rita Randall Meg Shope Koppel

REGRETS:

Waverly Coleman David Donald Mark Edwards Peter Gonzales William Hart Maia Jachimowicz Joe Parente Lorelei Shingledecker Alan Rosenberg Wayne Trout

Next Steps in advancing the challenge

Compass project: Dr. Meg Shope Koppel reported that Philadelphia Works applied for a grant to have Compass bring volunteers from business management to complete a project with us as a non-profit. The project is based on improving our collaboration processes and messaging with our partner organizations, employers and other stakeholders. Compass will have a project launch event on October 8, 2014 to market our project and we will recruit senior MBA executives to work with us to complete our project as in-kind fellows. Dr. Shope Koppel shared the project statement with the committee; the project will end May, 2015. This activity will strengthen our work in support of our strategic plan.. Mr. Franks offered his and Drexel’s resources if we need additional candidates. Advocacy: Dr. Shope Koppel shared with the Committee her learnings about The Philadelphia collaborative called POWER which is part of a larger national organization called PICO. This faith-based grass roots organization engages congregations across religions to advance their efforts. They have, for example, supported raising state funds for the school district and posting jobs within congregations. There was a discussion around whether we should embrace their approach around advocacy. Dr. Judith Rényi suggested we consult with Mr. Pat Eiding, President of Philadelphia Council ALF-CIO and Ms. Maia Jachimowicz, Deputy Policy Director for the Mayor’s office to understand any underlining issues we need to address regarding their perspectives on POWER activities to avoid future conflicts of interest. Dr. Riley-Wasserman reiterated that maybe the board could offer resources in support of our advocacy initiative. Dr. Riley-Wasserman committed to connecting with Executive Committee members regarding the advocacy strategy.

Expanding the committee – who is missing

The committee discussed other organizations we might incorporate into our Hardest-to-Serve work: • Veterans services –complexity around this group warrants more investigation around the type of representation needed • Behavioral Health • People with Disabilities • Drug and Alcohol organization(s) • Social enterprises

Recap the Next Steps • • • • • •

Explore suggestions to expand the committee and distribute suggestions to members Ms. Hoffman will provide more information regarding past court fines and fees for returning citizens to better understand financial barriers to employment Dr. Shope Koppel will work with Mr. Eiding and Ms. Jachimowicz around city and union relationships with POWER Investigate the impact on ex-offender status given the new law regarding expunging criminal records for arrest of small amounts of drugs Continue updating the members about the Re-entry Coalition, Ban the Box and the software research and costs Build an understanding of how WIOA affects providing services to the Hardest-to-Serve

Adjourn

With no other business, Dr. Riley-Wasserman adjourned the meeting at 10:30 am.

Outreach and Resource Development Subcommittee Meeting Summary

Thursday, August 28, 2014 3:00PM-4:00PM Chair: Tracee Hunt IN ATTENDANCE:

Welcome & Introductions

Ms. Tracee Hunt called the meeting to order via telephone with a welcome and introduction of meeting attendees. The committee welcomed Maura Febbo, Philadelphia Works’ Executive Assistant/Paralegal who would be taking the place of Lisa Johnson on the committee.

Discuss Input Received on the Brand Narrative

On August 20 the most recent brand narrative and brand architecture document was circulated to Philadelphia Works staff who had attended the internal July presentation that Full Capacity Marketing provided. Feedback was requested and an Update and Discussion Memo outlining that feedback was sent to the Outreach & Resource Development Committee members for review. Elevator Speech Philadelphia Works oversees the city’s job training and employment system. We are a nonprofit that invests in solutions and organizations to help job seekers in Philadelphia find and qualify for work, and help employers find the talent they need. There was initial discussion regarding the use of the word “talent” in the description. It was decided to keep the term since that is a phrase that is used among HR professionals and that Philadelphia Works would refine the wording for this section internally. Brand Narrative Original Proposed Lead In: Philadelphia Works is the city’s lead workforce development organization. As a nonprofit, we fund and oversee education and training services that connect employers to workforce talent and career seekers to jobs. Suggested alternative: We ensure the public accountability of the workforce system. Philadelphia Works informs and monitors the work of the industry partnership, the EARN system, PA CareerLink® Philadelphia centers and tracks other public investments in the workforce. We work to track and make outcomes of the public workforce programs transparent and easily available to the public. Ms. Hunt suggested that the second sentence of the original lead in be added to

MEMBERS:

Tracee Hunt (via phone) Alan Rosenberg (via phone) Alex Styer

STAFF:

Maura Febbo Samea Lim Nancy White Mark Edwards

REGRETS:

Susan Buehler Barbara StanfordAllen

the alternative and tweaked for readability. Philadelphia Works will make those revisions and then â&#x20AC;&#x153;testâ&#x20AC;? on outside stakeholders as well as with the partner organizations prior to the board meeting. Brand Architecture Option 1: Investment Partner Option 2: Funding Provided By Based on feedback and recommendation from Philadelphia Works, Option 1 was the preferred choice. Full Capacity Marketing will provide a rough layout of this logo lock up for the board presentation.

Future Meeting Dates and Adjourn

Outlook invitations were sent for the 2015 meeting dates as follows: Tuesday, January 20 from 1:00-2:30 Monday, March 30 from 1:00-2:30 Monday, July 20 from 1:00-2:30 Monday, October 19 from 1:00-2:30

Next Steps 1. Partner briefing meetings will be held to present the proposed Philadelphia Works branding plan and gain feedback. 2. Full Capacity Marketing will present the Outreach & Engagement Plan to the Board in September for approval.

Outreach and Resource Development Subcommittee Meeting Summary

Thursday, November 13, 2014 2:00PM-3:00PM Chair: Tracee Hunt

Welcome & Introductions Ms. Tracee Hunt called the meeting to order via telephone with a welcome and introduction of meeting attendees. Meeting minutes from August 28, 2014 meeting were voted and approved. Discuss Messaging Regarding Locations and Contractors After the special board meeting on November 14 to select the contractors and site locations, communications, including a press release and email blast, will be sent. The press release will include the four center contractors, the new locations and the definition of what No Wrong Door is. The language has to be clear about the role each provider will be playing and how these integrated centers will serve as hubs, connected to a community connection strategy. The cross-center services provider also needs to be mentioned. The press release will also include why there will be five contractors in four different centers. An FAQ was also created to provide answers to potential questions that the media might have regarding the relocation of existing centers. It will also explain the rationale behind the selection process of which vendors will go to which locations once that information is available. Review of Recent Grant Activity To date, we have received $78,150 in IP funds targeted for Industry and Manufacturing partnership; $20,000 from United Way for general operating funds; and $10,000 from Citizens Bank for Industry Partnership. $20,000 was received from Republic Bank as unrestricted funds to be used for outreach and engagement initiatives. There was a $500,000 carry-over from PHA which is restricted to specific services or programs. These are in addition to the Board-approved budget for the organization. We were not successful with the Department of Labor H1B Work Ready grant. Citizens Bank will also be signing a unique compact involving several initiatives with direct-placement and web-based services. Once the details are finalized with Citizens Bank in approximately a month, Bellevue Communications will draft a story.

Review of Updated Branding Messaging

Regarding revisions to the elevator speech, we will add a version that includes language that distinguishes Philadelphia Works as the lead workforce agency or legislatively designated organization.

IN ATTENDANCE: MEMBERS:

Tracee Hunt (via phone) Alan Rosenberg (via phone) Alex Styer Susan Buehler

STAFF:

Mark Edwards Maura Febbo Susan Kirby Samea Lim Barbara StanfordAllen Nancy White

Under WIOA, national branding will be created that all state and local workforce investment boards will be required to use on their materials. States may be able to brand their centers with a different identifier than the national brand, ie. the current PA CareerLink速 brand, so the integrated centers will be using PA CareerLink速. Future Meeting Dates and Adjourn Tuesday, January 20, 2015 from 1:00-2:30

Next Steps The final version of the press release will be distributed upon its completion.

Action Item: Approve WorkReady Summer Renewal Procurement Process Action The Philadelphia Council for College and Career Success (Youth Council) recommends the Philadelphia Works Board approve the renewal procurement process for 2015 WorkReady summer program contracts in lieu of issuing a new Request for Proposals (RFP), as permitted by the WorkReady Philadelphia Summer 2014 Programs RFP.

Background An RFP was issued in fall 2013 for WorkReady summer program contracts. Proposals were reviewed and approved for recommendation, and contracts were approved in spring 2014 by the Philadelphia Works Board to operate the following WorkReady Summer Employment Models: • Service Learning • Work Experience • Internships Over sixty providers received contracts to operate WorkReady summer program models. The WorkReady Philadelphia Summer 2014 Programs RFP allows for the period of performance to consist of the initial program year and up to two years of contract renewal. Specifically, the RFP states that it “is intended to cover a six-month period beginning April 1, 2014 and concluding September 30, 2014. At the discretion of the Philadelphia Council for College and Career Success and Philadelphia Works, two optional one-year extensions may be granted based on performance and the availability of funding.” If this action item is approved, contracts will be processed for renewal instead of issuing a new RFP. Contracts recommended for renewal will be presented for review and approval in the spring to both the Council and Philadelphia Works Board.

Recommendation Approve the renewal procurement process for 2015 WorkReady summer program contracts as allowed in the most recent WorkReady Summer Programs Request for Proposals (RFP); in lieu of issuing a new RFP.

Action Item: YouthWorks Administrator Request for Proposal (RFP) Ad Hoc Workgroup

Action The Philadelphia Works Board is asked to establish a YouthWorks Administrator RFP Ad Hoc workgroup to oversee the competitive bidding process to select a YouthWorks Administrator.

Background As a requirement of the federal Workforce Investment Act (WIA), workforce investment boards are required to identify youth service providers who implement required WIA elements into the program design. In Philadelphia, with funding currently provided by the Workforce Investment Act (WIA) i and Temporary Assistance for Needy Families Youth Development, a competitively procured YouthWorks Administrator serves as the designee of the Board to manage and oversee Philadelphia YouthWorks.

The Board is asked to establish an Ad Hoc workgroup to guide key activities around selecting a YouthWorks Administrator for Fiscal Year 2016 (July 1, 2015-June 30, 2016) with the following authority: • • •

Review and release the YouthWorks Administrator RFP Oversee the competitive bid process to select a new YouthWorks Administrator Make a recommendation to the full Board for approval of the new YouthWorks Administrator at the March 2015 Board meeting

Recommendation Approve the establishment of a YouthWorks Administrator RFP Ad Hoc workgroup to oversee the competitive bidding process to select a new YouthWorks Administrator.

The Workforce Innovation and Opportunity Act (WIOA), the reauthorization of the WIA, will be implemented as of July 1, 2015.

Action Item: Approval of the Financial Statements for the Three Months Ended September 30, 2014

Action The Philadelphia Works Board of Directors is asked to approve Philadelphia Works financial statements for the three months ended September 30, 2014 as recommended by the Finance Committee. Background Philadelphia Works is required to prepare monthly financial statements, which are to be approved by the Finance Committee. Financial Statements include Unaudited Financial Statements of Position, Statement of Activities, Cash Flow, and administrative and program expense projections. Recommendation The Finance Committee recommends the board approve the Philadelphia Worksâ&#x20AC;&#x2122; financial statements for the three months ended September 30, 2014.

Appendices The following documents can be found in this section: 

Reports from Affiliates……………………………………………………………………………….….77 o PYN……………………………………………………………………………………………….……79 o EARN Centers, PA CareerLink®, Job Specific Skills Training (JSST)…..…..81 o PA CareerLink® Consortium…………………………………………………………..……83



The Philadelphia Perspective on The Workforce Innovation and Opportunity Act (WIOA)……………………………………………………………………………………………..……….…..85



Finance Report……………………………………………………………………………………………….97



Workforce System Quarterly Summary Report……………………………………….……111

Reports from Affiliates  PYN  EARN Centers, PA CareerLink®, Job Specific Skills Training (JSST)  PA CareerLink® Consortium

YOUTH AFFILIATE REPORT PHILADELPHIA YOUTH NETWORK, INC.

The Philadelphia Youth Network on behalf Project U-Turn received an invitation and grant from America’s Promise Alliance to host a 2016 Philadelphia GradNation Community Summit.

Since its launch in 2010, the GradNation campaign has become a powerful movement to increase national high school graduation rates and ultimately prepare young people for success in college, career and life. Building on the success of the Dropout Prevention Summit initiative, America’s Promise Alliance launched the GradNation Community Summit Series in 2013 with the goal to host 100 summits across the country through 2016. These summits will accelerate a powerful and sustained locally driven national movement to meet the GradNation Campaign goal of a 90 percent high school graduation rate by 2020. Since 2006, Project U-Turn has focused on developing research and models for dropout prevention and recovery and has participated in a national conversation to increase graduation rates. The Philadelphia GradNation Community Summit will allow leaders and individuals from multiple sectors citywide to present and explore promising and evidencebased practices and to be part of a national movement to improve graduation rates and make more young people ready for college. The summit will be focused on building awareness of effective solutions and will be framed within America’s Promise Alliance’s Five Promises, the wraparound services that dramatically increase a young person’s chance of success: caring adults, safe places, an effective education, a healthy start and opportunities to help others. Aligned with the work of Project U-Turn, the summit will identify critical problems and the groups most affected and will be a platform to highlight promising solutions (local solutions and others) that can be integrated into communities. Philadelphia’s work and progress from the summit will be shared nationally through the GradNation Community Network. The premier sponsor of the national GradNation Community Summits campaign is AT&T, whose support is part of AT&T Aspire, the company’s $350 million commitment to graduate more students from high school ready for college and career. Other summit sponsors include the Mike and Gillian Goodrich Foundation, Ford Foundation, DeVry Foundation, The RitzCarlton Hotel Company, Graduation Alliance, Southwest Airlines, and the Apollo Group. More details about the Philadelphia GradNation Community Summit will be shared as the Project U-Turn collaborative finalizes logistics and plans in the coming months. For more information about the GradNation campaign, visit www.GradNation.org.

Program Highlights and Success Stories as Reported by EARN Centers, PA CareerLink速 and Job Specific Skills Training (JSST) Programs Impact Services EARN Center Success can sometimes mean getting back to where you were by rebuilding the foundation you need to move forward after you have taken a few steps backwards. When Mr. Brown enrolled with Impact EARN Center in February, 2014, he had a high school diploma and eight solid years of work experience as a driver and a security guard. However, he was recovering from a serious car accident that left him with multiple injuries and six months of physical therapy. As a result, he was unable to continue working, applied for TANF, and took up residence in a homeless shelter with his two children. Once enrolled in the EARN Center, he took full advantage of the job readiness training and job development services. He regained employment with his former employer, but soon found a better job with another security company that offered a higher wage of $9.50 hourly and more hours. Mr. Brown remained employed for six months and his enrollment was successfully closed in October 2014 for meeting the job retention goal. According to Mr. Brown, what he liked best about Impact EARN Center was that the job developers worked hard for the customers and were always accessible. Equally important, Mr. Brown obtained a Section 8 voucher and is currently searching for a home so he can move his family out of the shelter. His goal is to become the first person in his family to own a home. In addition to his success in employment, Mr. Brown is also looking at carpentry schools with plans to enroll in 2015. Working your way back to where you were and taking the next step forward is a challenge for many people. For Mr. Brown, the journey back may have been longer without the support of Impact EARN Center.

Summary of PA CareerLink® Philadelphia Consortium Activities during the First Quarter of Program Year 2014 Service Delivery Activities First quarter activities are constant and in-line with the expected goals. Registrations, placements and training progressed well and were consistent during the quarter, and all performance goals were in-line to be met. Governance, including strategic and operational activities that are tied to the WIB Operator Agreement The planned renovations to PA CareerLink® Suburban Station will be moving forward with a proposed date of February 2015 for resuming operations. There were no new additional governance and/or strategic or operational activities during this quarter. Performance of the PA CareerLink® Philadelphia Centers The PA CareerLink® Philadelphia centers are on track to meet all internally-set goals. 941 individuals were WIA registered in the first quarter, which represents 37 percent of the 2,500 yearly goal. 67 individuals entered into training programs, which will eventually lead to employment; those training programs include On-the-Job Training, Individual Training, Federal TRADE programs and other direct training with independent training providers. 126 participants obtained unsubsidized employment; 104 through direct placement and 22 after the completion of OJT programs. The Business Services Team continued to initiate new and process existing On-the-Job training opportunities for participants and employers by working with various businesses, which include: United by Blue; Ms. Tootsie’s Soul Food Café; Communities in Schools; The Pest Bureau; B*Frin; Personal Support Medical Suppliers; and PTR Baler. New employer relationships have evolved into a multitude of diverse direct placement opportunities for participants. Employers such as Gamestop, ABM Industries, Ellis. Penn and O’Connor, Stonehenge Advisors, Bayada , AC Linen and Dunbar Community Counseling Services have hired PA CareerLink® participants. The Business Services Team used the access to job readiness workshops and the Microsoft IT Academy to prepare participants and enhance their skills, which increased their chances of employment.

Partnerships and Collaboration Efforts The Department of Public Welfare (DPW) announced that a new statewide processing center will be opened in Philadelphia; as a result, 170 new positions will need to be filled by December 1. Recruiting is already underway; DPW is looking for applicants with a bachelorâ&#x20AC;&#x2122;s degree to take the civil service test in order to become income maintenance case managers â&#x20AC;&#x201C; these positions have a starting salary of $40,000 with full medical benefits. The centers assisted in this effort by running Civil Service Exam workshops in order to help applicants better prepare for these positions. The workshops were well-attended and helped DPW establish a strong applicant pool.

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act I.

Introduction: Regulatory Recommendations Development Process

During October and November 2014 we engaged our board and youth council, staff leadership team, the entire Philadelphia Works staff, one-stop partners and more than 40 other service providers and stakeholders through presentations and discussions with national, state and local workforce experts. Philadelphia Works hosted these series of sessions, some in partnership with the Philadelphia Youth Network (the city’s competitively procured Youth Works Administrator) to raise awareness of substantive differences between the Workforce Innovation and Opportunity Act (WIOA) and our current legislation and gain input to inform our conversations with the federal and state entities that are responsible for developing regulations. The feedback provided to us during these discussion sessions was applied to create “The Philadelphia Perspective on the Workforce Innovation and Opportunity Act” outlining input from Philadelphia’s workforce development system and its partners.

II.

Recommendations and Areas for the Federal Government to Consider

A. Federal/State Criteria for Service Delivery

1. Continuous Improvement of One-Stop Delivery System (§101(d)(3)): Keeping in mind WIOA’s emphasis on effectiveness, accessibility, integrated services and improvement of the one-stop delivery system, what are some examples of criteria that we would like to see? • We understand that the development of criteria is largely a state issue. Therefore, as the federal government creates guidance and parameters within this area, we would like DOL to be aware of our proposed criteria and ask that any federal regulatory guidance encourage the establishment of the considerations offered below: o Emphasis on true integration of services o Effective customer flow model: A client must be directed to the appropriate service activity as opposed to the right “funded program.” o Client-centered criteria (as opposed to objective performance criteria): Established criteria should ask whether the customer – as the focal point of our work – received the services they needed, learned something and had a positive customer experience. o Incorporation of individualized success goals and accomplishments for those with barriers to employment, especially veterans. o Understanding of the center’s effectiveness in market penetration of individuals with barriers to employment. o Standardized assessments capabilities: establish assessments that cross funding streams so that centers can measure each customer’s barrier and skillset coupled with protocols for follow-up services.

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

o o

Use of and partnership with pre-existing resources such as neighborhood technology centers to maximize on the ability to increase access to our centers and broaden the number of partners who can provide access to customers. Establishment of commonly agreed-upon center-wide goals that outline a strategy for defining the center’s success as opposed to looking at individual program success. Functional supervision: The system must be recognized for its ability to manage operations, despite the multiple programs that may be housed within a one-stop.

WIOA mandates “consultation” by the Governor with local areas when determining criteria. What level of “consultation” would we like the state to have with local areas? How should consultation be defined? • Consultation should be defined as strongly as possible to stress advanced notice, robust conversations and true collaboration with local areas prior to any state decision-making. Once the state drafts criteria, local boards should have ample opportunity to provide feedback to State boards throughout the process and State boards should be encouraged to visit local areas to understand how each local system is unique in its functionality and service population. 2. Eligible Training Providers (§122): What input do we have for the state in establishing and applying criteria to qualify training providers to receive WIOA funds? • Again, eligible training provider criteria are largely a state regulatory issue. Nevertheless, as the federal government creates guidance and parameters within this area, we would like DOL to be aware of possible criteria considerations and ask that federal guidance encourage the criteria offered below: o Match to employer demand rather than the wants or needs of job seekers who come into the centers. o Service to those with barriers to employment. o Availability of training options at multiple skill levels as opposed to options for only those with higher competencies. Training programs should be framed in terms of pipelines that build onto one another and stackable credentials, including those at pre-secondary and post-secondary levels. o Training providers with reasonable costs. o Incorporation of soft skills achievements. o Additional thoughts for consideration:  The system needs the flexibility to be proactive so that we can identify and attract the most effective providers.  Requiring providers to now report their performance is an important step in ensuring we are working with the most talented providers, however, their abilities must also require continuous improvement, similar to the one-stop centers, instead of a stagnant number.  The workforce development system needs to engage with companies’ internal training programs to share information on how they train and independent outcomes reviews of their trainings, especially if it is an industry that is in high-demand in our local area.

B. Adult/Dislocated Worker System: Service Delivery and One-Stops

1. Career Services (§134(c)(2)): What potential challenges or benefits do you see to the elimination of sequence of services into career services?

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

These are areas where technical assistance could be helpful: • A concrete process for determining eligibility for services is critical to delivering effective services within the one-stop center o The regulations must provide a definitive point in which eligible customers must be enrolled into WIOA services. • With this change come different responsibilities for our current partners. Under WIA, some service providers focused on only core services while others concentrated on only intensive services – new roles will now need to be established. • If a local model for an integrated assessment exists, it would be helpful for all one-stop partners to utilize a uniform assessment, regardless of funding stream, that is also accessible online. 3. Temporary Assistance for Needy Families (TANF) as a Required Partner (§121(b)(1)): What opportunities should DOL consider in drafting regulations and guidance to ensure active involvement from TANF? What areas should be the focus for technical assistance? • Ensuring active involvement from TANF comes from understanding that the new one-stop system will create additional opportunities for customers to achieve their goal of selfsufficiency. • A significant challenge that everyone will have to understand, however, is how and when to dual enroll TANF customers in WIOA title I services in a way that captures successes that may be failures by TANF standards. Having agencies understand the nuances of how the work is conducted on a ground level is imperative to executing true integration and developing a system that recognizes the diversity of partners involved. • In order to effectuate true integration of interdepartmental work, the federal government must require intergovernmental partnership at all levels. Databases and systems must communicate with each other and information must be shared on federal, state and local levels. • Questions for regulations to consider/address: o How is performance going to be reported when TANF is a partner in the one-stops? o How can we co-enroll into WIOA and capture successes (like skills gains or employment in the 2nd quarter following exit) that are failures by TANF standards, which require more immediate employment? 4. Infrastructure Funding (§121(h)(2)(D)): What should be included in the guidance to help states and local areas implement these provisions regarding shared infrastructure costs? What should this process look like? How (at what point) should the state consult with local areas and the State Board to determine the portion of funds to be provided by each One-Stop partner from each program? • The regulations should stress that the development of infrastructure funding agreements is a strictly local negotiation process that requires minimal state involvement unless all partners determine that a funding structure could not be agreed upon. • WIOA outlines a cap on required contributions with WIOA adult, dislocated worker, youth and employment services capped at 3%, 1.5% for other partners and an increasing scale of contribution for Vocational Rehabilitation. Rigorous adherence to this limitation will result in a single partner carrying the brunt of the burden or insufficient funds to properly operate a onestop. If agencies perceive this limit as a statewide ceiling, it may also impede successful negotiations with partners at the local level. The regulations should clearly state the responsibilities of one- stop partners to provide adequate funding and minimal barriers should be put in place for contribution to this funding.

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

•

The development of a formula is a challenge as the agreement must balance equity with the realities of funds available to each partner, so as to not disincentivize participation from any one partner. The different possibilities of allocating funding were discussed among providers: time equivalents, time with customer, square footage, equal costs for all, etc. While the group was unable to offer a specific formulaic recommendation, the following consideration was raised for the federal regulations to review: o The funding options need to accommodate for the wide variety of partnerships and opportunities that may evolve through the one-stops, including large-scale partners such as TANF, as well as smaller partners who offer an important service, but may require part-time staff or smaller physical space such as the Career Wardrobe in Philadelphia.

5. One-Stop Operator Competitive Process (§121(d)(2)): The federal regulations should underscore Congress’ resolution to make the one-stop operator procurement process a procedure for local areas to administer.

C. Individuals with Barriers to Employment

1. Setting Priorities (§324)): How would we want the Governor to set priorities? Which groups should we be most concerned to have included in those priorities? Is there technical assistance or guidance that we want DOL to offer to States so we can better serve those with barriers to employment? What else could DOL do to make it possible for the workforce system to ready these job seekers for good and lasting jobs? • Because these priorities are to be set by the Governor, we have no formal recommendations to offer on prioritizing those with barriers to employment. However, as the federal government creates guidance and parameters within this area, we would recommend that they offer states with ample flexibility to identify relevant populations as well as consider the importance of serving those with multiple barriers. 2. Statistical Adjustment Model (§116(b)(3)(A)(viii)): What concerns do you want DOL and the State to consider when establishing and adjusting performance metrics (especially those related to earnings and employment rates)? Do you have ideas for how the performance metrics can be used to improve services to those with barriers rather than be a disincentive? • Performance standards should not become a disincentive to serving individuals with basic skills deficits and barriers to employment. Tensions exist between helping someone attain a first job on a career pathway, which may be a low-wage job given their past work experience and literacy level (even after training/literacy services), and serving people who can command a higher wage in the marketplace with some career guidance and possibly training. DOL, with OVR and DoE should consider the development of performance standards that incentivize provision of services that set people with barriers to employment on a pathway to employment. • DOL negotiates performance standards with states which then negotiate with local areas. DOL should provide guidance to states so that performance standards also reflect local populations with barriers and the local wage rates they can command. • Regulations should be measured on the local area’s current labor market composition.

D. Youth: Eligibility Requirements and Program Elements 1.

Funding (§129(a)(4)(A)): The new funding structure recommended for out-of-school youth programming is major. In order to accommodate for this transition, we recommend that the

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

regulations provide for a phase-in implementation. This will also help us accommodate those young people who are enrolled in two-year programs and characterized as in-school youth under WIA but would fall under the out-of-school youth category under WIOA. 2. Eligibility Requirements (§129(a)): • Regulations should consider the option for youth referred from certain social services agencies and other public systems to be presumed eligible under the enumerated eligibility requirements. • When defining ‘high poverty area,’ the regulations should consider multiple possibilities, including examples such as: o Neighborhoods served by Title I school-wide project schools, o Neighborhoods served by universal feeding schools (in which all students are eligible for free/reduced lunches), o 70% Lower Living Standard Income Levels for metropolitan areas, o Zip codes and census tracts where at least 50% of residents have income levels at or below the poverty line, or o Allowing local areas to make decisions on an appropriate definition of high poverty area based on their in-depth understanding of their area’s demographics. • Additional thoughts for consideration: o As DOL writes the requirements for eligibility and proof of eligibility, it is important that the regulations reflect the reality that most of the disconnected youth we encounter have barriers to proving eligibility through formal paperwork. Burdensome verification requirements often mean that the most vulnerable youth are unable to access muchneeded services due to a lack of access to documentation. 3. Youth Program Elements (§129 (c)(2)): The regulations should clearly define the parameters for new program elements such as financial literacy and entrepreneurship content. 4. Coordination across titles: Ease of movement across funding streams will be paramount to the success in establishing pathways for our young people’s success. DOL should consider the following: • Youth who move from one funding stream should be permitted to remain enrolled in the first funding stream until they complete their plan of service. • Young people often start and stop participation over the course of many years. Our system needs to better acknowledge this and develop a more realistic time-frame and system that is adaptable for youth, so that we may better measure their success across a protracted period of time. • When managing youth through services and programs, allow local areas flexibility to define protocols governing enrollment and exits to tailor service and performance across titles.

E. Performance Measures

1. Regulations on performance measures should emphasize the importance of serving individuals from all backgrounds, including disconnected youth and individuals with barriers to employment. • Effective service to youth will require DOL and DOE to be collaborative and consistent when defining basic skills deficiency, credentials, skills gains and measurements of progress. • Questions to consider/address: o How do we balance the need to move people forward on a career pathway with the need to achieve our performance goals? 91

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

How will performance measures be calculated, i.e., on defining enrollment, participation, exits and what counts when.

2. Median Earnings Measure (§116(b)(2)(A)(III)): • The shift from average wage to median wage will have a huge impact on the kinds of positions we are able to fill in order to meet our performance metrics. Goals should consider a local area’s current labor market and populations served so that the negotiated median is appropriate. • Youth: The regulations should offer safeguards against the median earning standards driving local areas to focus their efforts on serving older, more skilled eligible youth who are more likely to work full-time and earn higher wages. The median income measure should recognize and accommodate for local areas with youth who are enrolled in postsecondary education, training and part-time employment programs. 3. Accountability: Philadelphia Works recommends that local Workforce Investment Boards (WIBs) should not be penalized or deemed out of compliance if partner organizations with staff within the one-stop centers do not meet their performance measures. Boards should only be held accountable for performance of programs run by staff who are under their fiscal jurisdiction. 4. Effectiveness in Serving Employers (§116(b)(2)(A)(iv)): We offer the following considerations for measuring effectiveness in serving employers: • Dual system/Jobseeker employer connectivity measures: How well an employer is connected to job seeker advancement • Repeat business as when an employer repeatedly uses the public system • Uniqueness of local needs: What may work for an employer in an urban area may not be as relevant to rural areas and vice versa • Measures that do not inflict an undue reporting burden on employers • Use available reporting systems wherever feasible to capture data for the measure • Measures that are empirical and numerical (as opposed to a survey) • Length of time using the system for hiring needs • Measures and reporting requirements should account for and consider the unique needs of small businesses 5. Transition of Adult and Dislocated Worker System: • DOL should permit local areas to adjust to new performance measures by waiving sanctions for at least the first two years of WIOA implementation. This will allow local areas to understand valid baseline performance numbers and adapt to the new timelines outlined in WIOA. • We recommend a policy similar to WIA in regard to meeting performance goals. Under WIA, a local area must achieve 80% of their negotiated performance levels in order to have successfully met their goals. In addition, an area would be considered unsuccessful in meeting performance goals if it did not meet a negotiated performance goal for three consecutive years. 6. Retention (§116(b)(2)(A)(ii)): Under WIOA, retention is measured in the fourth quarter after program exit – a significant change for youth programs. Sustained reconnection with this disconnected population will require significant staff time and capacity than was required under WIA. Local areas will need time to renegotiate contracts and build provider capacity to meet this measure. Philadelphia Works recommends a phase-in period of one year after the implementation of the other WIOA performance measures for the retention performance measure for youth. 92

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

7. Reduction of Reporting Burdens and Requirements (§504): We recommend the following options for participant data reporting requirements, which would result in significant resource savings to the system: • Encourage the use of staff- or self-attestation • Electronic attestation • Minimal hard copy documentation 8. Reporting Systems: As WIOA highlights new measures for performance, local areas will require guidance from the state to determine how state systems of record will be repurposed to record new metrics, what information will need to be monitored and other areas that will impact our metrics reporting process. We ask that the federal government offer strong technical assistance and dedicated resources to states and locals as they develop new systems to comply with WIOA. 9. Skill Gain (§116(b)(2)(V): • The regulations should either identify the level of documentation that will be sufficient to validate a skills gain or the federal government should offer technical assistance to states and locals on best practices that are not overly burdensome. • If a badging system is utilized to identify skill gain, the regulations should consider the challenge in determining who validates badges. • Regulations should also consider the challenge of requiring every program and organization to engage in factoring objectives into a curriculum. Oftentimes, it takes time to develop a curriculum and given the fast pace at which industry may change, maintaining a relevant curriculum is already a challenge. • Youth: o Questions for regulations to consider/address:  What are measureable skills gains and who determines that? Are they relative to each person’s individual plan? At what increments are skills gains reported?  Does the measure only apply to those who have been enrolled for more than a certain length of time (i.e. six months) but are still enrolled at the end of the program? • Individual with a Barrier to Employment: o When defining “skills gain” clarify and give examples of those gains that would apply to an adult or youth with a serious disability or barrier to move toward employment. This could be a “soft skill” or a partial step that indicates progress toward employability o Questions for regulations to consider/address:  Should “skills gain” toward employment include only measurable “hard” occupational and literacy/language acquisition skills, or also soft skills that lead to employability? Perhaps referring to the Competency pyramids would be helpful – gains toward which of the following could count for this measure -- “Personal Effectiveness,” “Academic Competencies,” “Workplace Competencies”? Will DOL and DoED also consider other “Employability Skills” like the ones proposed by the National Network of Business and Industry Associations (personal skills, people skills, applied knowledge, workplace skills). 10. Credential Attainment (§116(b)(2)(iii)): • Under WIA, DOL had previously advised that the identification of credentials are a local determination. We urge DOL to maintain this position as we transition towards the new credential measure so that credentials are defined by local market needs but national and industry-recognized credentials should remain a priority. 93

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

•

On-the-job training (OJT) and customized training are demand-driven trainings that ensure that jobseeker skills respond to employer demand, but they may not have a specific credential attached. The baseline denominator for measuring credential attainment should be of those who go to training, excluding work-based training, as opposed to all who are WIOA-registered or all who are enrolled in training for the adult/dislocated worker and youth system, ultimately measuring only those in individualized training programs.

F. Local Board Committees (§107)(b)(4)):

The local boards’ standing committees should be aligned with the priorities and needs of each local area and should remain a local decision that is outlined in the local board’s by-laws.

G. Regional Planning (§106(a)(1)):

Regional planning is complicated by how local elected officials vary by county, current regional work, availability of data, geographies, and major differences across state lines, local area preference, etc. Federal guidance to states should define “consultation” by the Governor with local areas in such a way that highlights true dialogue and collaboration, including advanced notice, robust conversations, evaluation of all possibilities and local area preference. When the state proposes regions, local areas should be afforded maximum opportunity to provide feedback to state boards for consideration. For those job markets that cross state lines, leadership and understandings by the governors of all affected states should precede determinations of regions.

H. Administrative Costs (§128(b)(4)):

The definition of administrative costs in WIOA could be interpreted as including all WIB personnel costs, regardless of actual staff function. Broadening the definition of what is considered to be an administrative cost will limit the local board’s ability to adequately fulfill these expanded duties of the WIB and the intent of the law to increase collaboration across programs while adhering to the ten percent cost limit. Philadelphia Works recommends that DOL regulations clearly define an administrative cost and who incurs these costs. Philadelphia Works support the retention of the current definition of administrative costs, as defined by the regulations specified in 20 CFR 667.220(b).

The Philadelphia Perspective on the Workforce Innovation and Opportunity Act, Released on November 26, 2014

APPENDIX: Philadelphia’s WIOA Stakeholder Engagement Process (October to November 2014) Philadelphia’s presentation sessions: − Philadelphia Works Leadership Team: On October 20, 2014, the Philadelphia Works’ Leadership Team gathered to learn about WIOA and discuss its implementation and impact on our “No Wrong Door” model. This session included policy and implementation strategy development on topic areas such as changes to local boards, employer engagement, regional planning, the WIOA timeline and others. Greg Newton, an expert on workforce development service delivery, and strategic consultant for Philadelphia Works’ “No Wrong Door” integration led the session. − Board and Youth Council Members: On October 24, members of the Philadelphia Works Board and the Philadelphia Council on College and Career Success (Youth Council) gathered to hear about the new legislation and offer guidance on policy positions related to out-of-school youth, employer measures, board committees and regional planning. The WIOA overview and discussion was conducted by Rochelle Daniels, an expert in workforce development with over 25 years of experience consulting with local areas, states, and other stakeholders on workforce issues. − Providers and other Stakeholders: Philadelphia Works and the Philadelphia Youth Network held an open session for all stakeholders on October 31. This session involved 85 attendees and representation from over 40 partner organizations. The WIOA Overview was provided by Ron Painter, CEO for the National Association for Workforce Boards. Attendees engaged in 5 facilitated discussion sessions on Performance Measures under WIOA, Youth: Eligibility Requirements and Program Elements, Federal/State Criteria for Service Delivery, the Adult System: Service Delivery and One-Stops and Individuals with Barriers to Employment. The discussion sessions were led by representatives of Philadelphia Works, the Philadelphia Youth Network, the Mayor’s Commission on Literacy and the Pennsylvania Workforce Development Association. − Philadelphia Works All-Staff: On Friday, November 7, all Philadelphia Works staff participated in a day-long training and discussion session on WIOA led by Greg Newton. Staff received an in-depth review of the new law and engaged in conversation on the One-Stop Partnership, Operation of Adult and Dislocated Worker Programs in the PA CareerLink® Centers, Performance Accountability and Reporting, and the Youth System and Program Operations. Providers and stakeholders who contributed to this document include close to 100 individuals from the following organizations: − AAA School of Trucking − Career Wardrobe − The Caring People Alliance − Communities in Schools of Pennsylvania − Communities in Schools of Philadelphia − Community College of Philadelphia − Community Learning Center − Community Legal Services − Congreso de Latinos Unidos − Connection Training Services − De La Salle Vocational − District 1199C Training and Upgrading Fund

− − − − − − − − − − − − − − − − − − − − − − − − − − − − − − − −

Dress for Success Philadelphia Education Data Systems, Inc. (EDSI) Federation of Neighborhood Centers Impact Services Corporation Innovation Treatment Alternatives JEVS Human Services Job Works, Inc. Mayor’s Commission on Literacy Mayor’s Office of Community Empowerment & Opportunity Mayor’s Office of Grants Mayor’s Office of Reintegration Services National Association of Workforce Boards New World Association Office of Councilwoman Marian B. Tasco Opportunity, Inc. Pathways PA Pennsylvania Board of Probation and Parole Pennsylvania Department of Labor & Industry Pennsylvania Workforce Development Association People for People. Inc. People’s Emergency Center Philadelphia Academies Philadelphia Works Philadelphia Youth Network Project 4 Ever Striving City of Philadelphia Office of Public Safety Swift Job Training Netter Center for Community Partnerships Temple University Center for Social Policy and Community Development Urban Affairs Coalition Welcoming Center for New Pennsylvanians YouthBuild Philadelphia Charter School

Philadelphia Works One Penn Center at Suburban Station 1617 JFK Boulevard, 13th Floor Philadelphia, PA 19103

96 P: 215-963-2100 F: 215-567-7171 www.philaworks.org

Philadelphia Youth Network 714 Market Street Suite 304 Philadelphia, PA 19106

P: 267-502-3800 F: 267-502-3801 www.pyninc.org

Finance Report

MEMORANDUM To: From: Date: RE:

Finance Committee Joseph P. Onorato October 20, 2014 Operations Narrative

Enclosed for your review are the Unaudited Financial Statements of Position, Statement of Activities, cash flows and administrative and program expense projections for the three months ended September 30, 2014 for Philadelphia Works, Inc. The Statements of Financial Position indicate current assets totaling slightly below $22MM compared to current liabilities totaling approximately $20MM indicating a favorable current ratio greater than 1:1. Accordingly we are meeting our short term obligations. EARN center operations have utilized approximately 23 percent of cost reimbursement funds. EARN cost reimbursement invoices have been paid to providers through June 30, 2014. Contracts for the EARN centers were executed in September and accordingly payment is being forwarded to the providers in October. TANF performance revenue earned in FY2014 totals approximately $1MM. WIA operations have spent 70 percent of the carryover funds from FY2014 in Adult and Dislocated Worker programs. Approximately 62 percent of the TANF youth spending occurred during the first quarter for the summer youth program. Year-to-date we have paid out $1.5MM for TANF student wages and we are awaiting invoices and supporting documentation for July to September TANF youth operating invoices. Analysis of administrative and programmatic operations has been included for your review among the highlights is the following: â&#x20AC;˘ â&#x20AC;˘

Administrative operating expenses indicates an under spending variance of $19,105. This is mainly due to timing differences at September 30, 2014. Program expenses indicate an under spending variance of approximately $2MM primarily attributable to performance, co-location and integration expense and equipment and software purchases that were not incurred as of September 30, 2014 due to timing differences.

100

Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

101

Financial Statements and Funding Forecast As of September 30, 2014

Table of Contents Unaudited Statement of Financial Position ..................... 103 Unaudited Statements of Activities ...................................... 104 Unaudited Statement of Cash Flows .................................... 105 Revenue Analysis................................................................................ 106 Projected Costsâ&#x20AC;&#x201C;Admin for Three Months Ended ....... 107 Projected Costsâ&#x20AC;&#x201C;Program for Three Months Ended .. 108 Statement of Activities by Funding Source ...................... 109

102

One Penn Center at Suburban Station 1617 JFK Boulevard, 13th Floor Philadelphia, PA 19103

P: 215-963-2100 F: 215-567-7171 www.philaworks.org

Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS STATEMENTS OF FINANCIAL POSITION AS OF SEPTEMBER 30, 2014

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Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS UNAUDITED STATEMENTS OF ACTIVITIES SEPTEMBER 30, 2014

104

Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS UNAUDITED STATEMENT OF CASH FLOWS AS OF SEPTEMBER 30, 2014

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Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS REVENUE ANALYSIS SEPTEMBER 30, 2014

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Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS PROJECTED COSTS – ADMIN FOR THREE MONTHS ENDED SEPTEMBER 30, 2014

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Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS PROJECTED COSTS – PROGRAM FOR THREE MONTHS ENDED SEPTEMBER 30, 2014

108

Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2014

PHILADELPHIA WORKS STATEMENTS OF ACTIVITIES BY FUNDING SOURCE FOR THREE MONTHS ENDED SEPTEMBER 30, 2014 (UNAUDITED)

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110

Workforce System Quarterly Summary Report

111

Workforce System Quarterly Summary Report December 18, 2014

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Summary: First Quarter Program Year 2014 (July 1, 2014 through September 30, 2014)

Placement in the EARN system improved; WIA placement fell. •

•

The number of job seekers enrolled in the PA CareerLink® continues to increase with nearly 20,000 more adults using the PA CareerLink® services than expected. The EARN system started tracking performance using a new “individual” model. Centers have more time to place individuals into jobs.

PHILADELPHIA WORKFORCE SYSTEM FINANCIAL SUMMARY IN FY2015Q1 Expenditures % Expended YearAnnual Budget Year-to-Date to-Date Adult and Dislocated Worker Training Funds On-the-Job Training (OJT) $1,201,813 $72,086 6% Individual Training Accounts (ITA) $495,716 $27,680 6% EARN System EARN and JSST Cost Reimbursement $13,803,660 $3,236,503 23% EARN and JSST Performance $10,837,062 $207,332 2% Youth System PY 2014 WIA Year-Round Programs $5,266,300 $366,338 7% TANF-funded programs $4,856,430 $863,162 18% Youth System - WorkReady Summer 2014 TANF-funded Summer 2014 $3,006,544 $3,006,544 100% Note: WIA and TANF youth system funding report is not final.

Areas of Strength • •

•

The number of jobs entered in CWDS was more than twice of the expected levels. EARN centers are placing more adults into jobs – the number of job placements (yet to be confirmed by PA Department of Human Services) were 1.7 times the expected trend. The usage of PA CareerLink® centers remains high – residents find value in the center services.

AREAS OF STRENGTH DURING THE FIRST QUARTER Areas of Strength WIA Measures goals met or exceeded Number of job orders entered in CWDS Number of "unconfirmed" placements for EARN clients Number of participants visiting PA CareerLink® centers

Outcome 9 out of 9 3,838 1,407 51,788

Expected Outcome/ Last Year Trend 9 out of 9 1,624 848 32,009

Status on track above trend above trend above trend

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Areas of Concern •

• •

The number of WIA participants placed into employment is below expectations as are WIA registrations into training and educational programs. Median wages for direct placements fell below $15 per hour. The customer to staff ratio was nearly twice the trend levels. The number staff declined for both WIA and state staff, while the number of WIA customers increased in the last two quarters.

AREAS OF CONCERN DURING THE FIRST QUARTER Areas of Concern Number of new training participants Number of participants placed into employment by WIA staff Median wage for direct placements Number of WIA and core customers per staff person Percentage of EARN performance funding earned to-date

Outcome 61 134 $12.76 30/1,647 $207,332

Expected Outcome/ Last Year Trend 88 188 >$15 ~15/750

Status

below goal below goal below goal above trend $10,837,062 below budget

Development of the Metrics Aside from the common measures, which are measures of performance defined by the Federal Employment & Training Administration, the metrics in this report were determined locally. In all cases, there were discussions between members of the workforce investment board, their staff, and the entity who would be responsible for reporting and meeting metrics. This report documents the evolution of providing transparency and accountability across the system. Over the past year, Committees of the Philadelphia workforce board worked to build information streams that would identify problem areas in the system and celebrate strengths. This work continues as a dynamic process. Partners required to report information are:

• • • •

The WIA Title I Provider - PCG manages Title I adult and dislocated worker services for residents and employers The Philadelphia PA CareerLink® Operator Consortium – partner management of the one-stop centers The YouthWorks Administrator – Philadelphia Youth Network manages Title I and TANF youth activities The EARN system services providers – Philadelphia Works manages these to provide services to adult TANF clients

Some of the WIA Metrics were specified and tracked according to the WIA Title I Provider contract, while other metrics are monitored for trends. Some of the metrics in this report for the Philadelphia PA CareerLink® Operator have goals that are yet to be determined. Therefore these metrics are tracked, but not benchmarked until more information has been collected. Others, such as those in the EARN system are under revision given changes in the way reimbursement may be paid. Commonwealth required performance and metrics identified by the Local Management Committee are included in this report. YouthWorks Administrator metrics were identified and tracked starting with the first quarter of program year 2012. © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Philadelphia Local Workforce Investment Area Program Year 2014—July 1, 2014 to June 30, 2015 What This Report Includes The following report is a quarterly look at the Philadelphia workforce system –those parts funded through Workforce Investment Act (WIA) allocations and through the Temporary Assistance for Needy Families (TANF). WIA is a federally legislated program currently up for reauthorization. Funds are distributed to the States and then allocated to local areas for strategic use in services to disadvantaged adults, dislocated workers, disadvantaged youth, and for services to employers who hire these workers. WIA requires local control over the use of funds. The Mayor’s appointed Workforce Investment Board must monitor and provide oversight for WIA related activities as well as advance system-building, guide collaboration and coordination with partners, and build strategic policy to address the workforce needs in the City of Philadelphia. TANF funds flow through the workforce system to support youth programming and the Employment and Retention Network (EARN) centers. Philadelphia Works administers funds from the Pennsylvania Department of Public Welfare for the EARN system to place those receiving benefits into employment. TANF youth funding supports the E3 Centers throughout the city and summer work experiences. Other funds reflected in this report are: Wagner-Peyser funds, that support the PA CareerLink® facilities and provide state staff to deliver core services and industry partnership training funds, funded through the Pennsylvania budget.

What Philadelphia Works Does: For employers and businesses Philadelphia Works can expand your business by helping you find, train, and in some cases, subsidize wages of new employees. We may also be able to fund training programs for upgrading the skills of your current workers. Employer services line: 800-892-2288 or business@philaworks.org.

For job seekers If you are looking for a new job or opportunities to advance or change your career, you can connect with job search and training resources, including the four Philadelphia PA CareerLink® centers. Job seeker services are detailed further on the website at: http://www.philaworks.org/job-seekers/welcome.

Workforce System Quarterly Summary Report December 18, 2014

Table of Contents Common Measures ................................................................................. 6 System Finances ........................................................................................ 8 WIA Title I Provider Performance Metrics ......................... ..10 EARN System Summary..................................................................... 26 PA CareerLink速 Metrics ..................................................................... 34 Youth System Summary .................................................................... 46

One Penn Center at Suburban Station 1617 JFK Boulevard, 13th Floor Philadelphia, PA 19103

P: 215-963-2100 F: 215-567-7171 www.philaworks.org

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Philadelphia Local Workforce Investment Area Program Year 2013—July 1, 2013 to June 30, 2014

Local Labor Market Conditions and Numbers Served Labor Demand and Supply

PHILADELPHIA TOTAL EMPLOYMENT AND LABOR MARKET PARTICIPATION 2011 TO 2014 680,000

Calendar Year

660,000 640,000

2012

620,000 600,000 580,000 560,000

2013

540,000 520,000 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2011

2012

Employment

2013

2014

Labor Force

2014

PA Qtr Unemp. CareerLink® Ratio Visitors

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

70,357 69,313 74,534 68,909 69,111 65,393 69,310 59,408 54,432 48,220 51,258

24,660 27,284 42,114 27,664 25,615 26,432 41,239 35,994 32,641 18,163 51,788

35% 39% 57% 40% 37% 40% 59% 61% 60% 38% 101%

Source: BLS LAUS, CWDS

PHILADELPHIA PRIVATE SECTOR EMPLOYMENT BY GOODS PRODUCING AND SERVICE PRODUCING Industry

600,000 500,000 400,000 300,000 200,000 100,000 -

Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4 2007

2008

2009

Goods-Producing

2010

2011

2012

Service-Providing

2013

2007

Goods Producing Natural Resources and Mining Not Disclosed Construction 11,553 2% Manufacturing 28,312 4% Service Producing Trade, Transp., and Utilities 84,492 13% Information 12,567 2% Financial Activities 46,026 7% Professional and Business Serv. 81,978 13% Education and Health Services 183,433 29% Leisure and Hospitality 57,983 9% Other Services 21,779 3% Government Federal Government 32,081 5% State Government 10,678 2% Local Government 61,265 10% Total 632,147

2013

9,860 21,775

2% 3%

86,328 11,013 39,529 81,642 194,480 64,509 21,210

14% 2% 6% 13% 31% 10% 3%

30,486 5% 10,809 2% 61,567 10% 633,258

Source: U.S. BLS Quarterly Census of Employment and Wages; Goods Producing and Service Producing. Calendar years and quarters are used in this table.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Common Measures: Federally Mandated

These measures are defined by the federal government. Levels for local areas are set by the Pennsylvania Department of Labor & Industry. Common measures lag activity by up to 18 months. Performance goals (the red lines) are considered met if the local area achieves 80 percent or higher of the goal (the yellow lines). In the first quarter of program year 2014, Philadelphia area met all common measures.

WIA Adult

WIA Dislocated Worker

PHILADELPHIA WIA ADULTS ENTERED EMPLOYMENT RATE WITHIN THREE MONTHS

PHILADELPHIA DISLOCATED WORKER ENTERED EMPLOYMENT RATE WITHIN THREE MONTHS

WIA Adult Allocation in PY 2014: $4,990,926

WIA Dislocated Worker Allocation PY 2014: $2,670,095

PHILADELPHIA WIA ADULT RETENTION AT SIX MONTHS FROM QUARTER OF EMPLOYMENT

PHILADELPHIA DISLOCATED WORKER RETENTION AT SIX MONTHS FROM QUARTER OF EMPLOYMENT

PHILADELPHIA WIA ADULT SIX MONTHS AVERAGE EARNINGS

PHILADELPHIA DISLOCATED WORKER SIX MONTHS AVERAGE EARNINGS

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Youth

Local Performance

PHILADELPHIA YOUTH PLACEMENT INTO POSTSECONDARY, MILITARY OR EMPLOYMENT

These performance metrics apply only to those served by the public workforce system and who are WIA registered. The number of WIA registered job seekers is between 5 and 10 percent of the total unique persons served each year.

WIA Youth Allocation PY2014: $5,329,257

PHILADELPHIA YOUTH RATE OF DEGREE OR CERTIFICATION ATTAINMENT

YOUTH SCORING BELOW AN 8TH GRADE LEVEL SHOWING GAINS IN LITERACY OR NUMERACY

A dislocated worker: • Has been terminated or laid off, or has received a notice of termination or layoff from employment; • Is eligible for or has exhausted unemployment insurance; • Has demonstrated an appropriate attachment to the workforce, but not eligible for unemployment insurance and unlikely to return to a previous industry or occupation; • Has been terminated or laid off or received notification of termination or layoff from employment as a result of a permanent closure or substantial layoff; • Is employed at a facility where the employer has made the general announcement that the facility will close within 180 days; • Was self-employed (including employment as a farmer, a rancher, or a fisherman) but is unemployed as a result of general economic conditions in the community or because of a natural disaster; or • Is a displaced homemaker who is no longer supported by another family member. Common measures outcomes reported during the first quarter are:

WIA Adult:

Notes: there were no youth to count in the first quarter of PY2012 for youth literacy or numeracy gains. Adult and Dislocated Workers entered employment are cumulative and represent exiters for the period during October 1, 2012 through December 31, 2013. Adult and Dislocated Worker retention and wages are based on participants exiting from April, 2012 through June 30, 2013. Youth programs run for 9, 12 and 24 month periods.

• Entered employment: 300 • Six-month retention: 264 • Average six months earnings: $13,052

WIA Dislocated Workers: • Entered employment: 183 • Six- month retention: 158 • Average six months earnings: $13,774

Youth • Placement in post-secondary education, military, or employment: 51 • Attainment of a degree or certification: 63 • Youth Literacy / Numeracy gains: 60

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

System Finances: Overview of Funds Used for Training and Employment Services during July 1, 2014 through September 30, 2014 WIA System Fiscal Summary

The information below reflects use of Workforce Investment Act (WIA) Formula funds, National Emergency Grants On-the-Job Training (NEG OJT) funds, and industry partnership funds in the public system for direct services and training only, not for administration of the system. The Job Seeker Services funds reflect only WIA and not Wagner-Peyser funds in the local PA CareerLink® system. 17 percent of adult WIA funds for fiscal year 2015(aligned with program year 2014) including funds carried over from fiscal year 2014 (aligned with program year 2013) have been expended. OVERVIEW OF SYSTEM FINANCES

Adult & Dislocated Workers

On-the-Job Training (OJT) Formula Funds OJT (NEG) FY2015 Individual Training Accounts (ITAs) Formula Funds Training Subtotal Rapid Response Other Services Direct Placement for New Immigrants Other service activities Business Services /Economic Development Job Seeker Services Integration & Co-Location PACareerLink® Program

*FY2015 Proposed Budget

Expended Percent of Year-toBudget Date Expended

Number Served Year-toDate 27

$1,120,841 $80,972

$69,070 $3,016

6% 4% 2

$495,716 $1,697,529

$27,680 $99,766

6% 6% 7

$208,437 $150,000

$37,500 $34,536

18% 23%

$582,000 $3,500,000 $200,000

$151,000 $818,265 $0

26% 23% 0%

51,788

OVERVIEW OF YOUTH SYSTEM FINANCES

YouthWorks WIA Year-Round Programs TANF E3 Centers & Support Services TANF-funded WorkReady Summer 2014

Proposed Expended Percent of Budget Year-toBudget $5,266,300 $366,338 7% $4,856,430 $863,162 18% $3,006,544 $3,006,544 100%

Active Part. 301 361 $2,204

Industry partnership activities are funded by the Commonwealth of Pennsylvania (shown as training funds) and competitive grants from funders in support of workforce development. Social Innovation funds support strategic planning activities and pipeline development activities for employer partners. © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

The industry partnership obligated 30 percent of the funding in the first quarter â&#x20AC;&#x201C; expenditures will be confirmed once the training invoices are reviewed. 14 participants enrolled in training and 4 trainings have been completed in the first quarter using state funding. OVERVIEW OF INDUSTRY PARTNERSHIP FINANCES % Expended Completed Expended Proposed Expended Year-toTraining YearIndustry Partnerships Year-toBudget in Quarter Date to-Date Date Training funds* $74,243 $0 $0 0% 4 Social Innovation Fund - Round 3 $50,000 $43,850 $50,000 100% 92 * Training funds only include the State funding. Social Innovation fund is awarded through December 31, 2014.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

WIA Performance Metrics

(Common measures are part of the WIA Title I Provider and YouthWorks Administrator metrics) The WIA performance metrics include three performance goals and common measures set for program year 2014 and trend metrics tracked by Philadelphia Works. Negotiated performance goals are reflected in the contract of the WIA Title I Provider. Trend metrics goals are set at performance levels defined as successful or benchmarked to exceed last year’s performance. Not included below are the WIA state-negotiated common measures (pages 6 and 7). Common measures are part of the WIA Title I Provider and YouthWorks Administrator performance goals as well. Metrics set for the WIA Title I Provider were expected to reach the 25 percent of the yearly goal. Newly WIA registered participants and placements metrics were on target and number of job placements was close to target. Training enrollments and median wage metrics were below goal. SUMMARY OF PRIMARY METRICS FOR THE PERFORMANCE OF WIA TITLE I PROVIDER DURING PY2014 Q1 Select WIA Provider Metrics

Number of adult and dislocated workers newly WIA registered Number of new training participants Number of participants placed into employment by WIA staff Median wage for direct placements Report on community connections

PY2014 q1

941 61 134 $12.8

Goal for PY2014

% of Goal

Goal Status (25% of goal expected)

2,500 38% on target 350 17% below target 750 18% below target >$15 n/a below target coming in second quarter

All other measures are tracked for trends and are not part of the WIA Title I Provider metrics. The following metrics are tracked: • Financial metrics that show the use of funds in the system, and are not part of the performance metrics for the WIA Title I provider or the Youth Administrator; • WIA Title I (Adult and Dislocated Worker) Provider performance metrics: o Number of newly registered WIA participants; o Number of new participants placed into training; o Number of new participants placed into employment; o Median wages for placements; o Progress on the development of community connections. • WIA trend metrics indicate activities across time but are not performance goals. Trend metrics are split into the following categories: o Job seeker services metrics divided into inputs, metrics that should lead to positive outcomes for job seekers, and outputs, metrics that demonstrate results for job seekers’ outcomes and employers’ outcomes; © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

o o

Employer services metrics are metrics demonstrating employers’ affiliation with the workforce system ; Employer and job seeker satisfaction metrics.

Financial Metrics Financial metrics track the use of funds in the system. Funds should be used as budgeted to support system activities. A low percentage of expenditures in the beginning of the year is concerning as the system risks not expending the funds by the end of the program year. If a large percentage of funds are needed early in the year, the system must guard against early exhaustion of funding. Philadelphia Works tracks the use of program funds in the following tables: • Percent of total WIA funds expended by the end of the program year; • Funding proposed for economic development projects and special projects. 17 percent of program funds were expended in the first quarter, including funds carried over from the previous year. PERCENT OF TOTAL WIA FUNDS EXPENDED YEAR-TO-DATE Year

Qtr

FY2013

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

FY2014

FY2015

Funds Expended 15% 20% 50% 79% 24% 49% 61% 82% 17%

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Q1

FY2013 Funds Expended

FY2014 Annual Goal

FY2015 25% of Annual Goal

Note: not a WIA Provider performance metric; expenditures are cumulative.

National Emergency Grants On-the-Job Training (NEG OJT) funds are available to the Philadelphia workforce system and the WIA Title I Provider given the persistently high rate of unemployment in the city. The City uses its funds for Economic Development and Special Programs to support business attraction, these efforts are supported with WIA funds where we invest dollars to expand or retain the number of employers through the use of training funds. WIA funded staff collaborate with the Philadelphia Department of Commerce and the Philadelphia Industrial Development Corporation to invest funds in the activities noted above.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

FUNDING PROPOSED FOR ECONOMIC DEVELOPMENT PROJECTS AND SPECIAL PROGRAMS Year FY2013

Qtr

Funding Expended $144,626 $289,252 $433,853 $578,504 $215,556 $288,094 $432,141 $576,188 $151,000

$700,000

$600,000 Q1 Q2 $500,000 Q3 $400,000 Q4 $300,000 FY2014 Q1 $200,000 Q2 $100,000 Q3 Q4 $0 FY2015 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q2 FY2013 FY2014 FY2015 Q3 Funding Expended Annual Goal 25% of Annual Goal Q4 Note: not a WIA Provider performance metric. WIA Provider business services funds cannot be separated from the total WIA Provider budget. Expenditures are cumulative.

WIA Title I (Adult & Dislocated Worker) Provider Performance Metrics Based on contract negotiations, WIA Title I Provider goals are to achieve 2,500 newly WIA registered adults, 350 training enrollments, 750 job placements, and maintain the median wage above $15 per hour during the program year 2014.

Newly WIA Registered Participants NUMBER OF ADULT AND DISLOCATED WORKERS NEWLY WIA REGISTERED

Note: Cumulative over the year.

Job seekers that are registered to receive WIA services face specific barriers to employment that often require a more extensive set of services to help with successful job placement. In the U. S. Department ÂŠ 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

of Labor sequence of services, core services are basic help such as resume writing and on-line job search. The next levels are intensive services such as one-on-one career counseling and, finally, training services. All those who receive training services must be WIA registered. WIA registration is an indicator of the number of residents who become eligible for intensive and training services. 941 participants were registered during the first quarter, reaching 38 percent of the annual goal to register 2,500 clients.

New WIA Training Participants WIA registered participants can be enrolled in training – customized job training programs designed to meet specific employer needs, on-the-job training programs that provide training to new hires, and individual training accounts that allow individuals to enroll into training in occupations in high demand. 61 new participants were enrolled in training in the first quarter, below the expected levels needed to be on track to achieve the year-end goal of 350. NUMBER OF NEW WIA TRAINING PARTICIPANTS Year PY2012

Qtr

Number of Participants 35 60 153 257 113 169 251 313 61

400 350 300 250 200 150 100 50 -

Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2014 Q1 PY2012 PY2014 PY2013 Q2 Number of Participants Annual Goal 25% of Annual Goal Q3 Q4 Note: Cumulative over the year. Training numbers also include training slots funded by partner programs for WIA customers. 31 co-enrollments in Trade and Philadelphia Housing Authority-funded training programs are included in the number of participants in training.

Participants Placed into Jobs Participants receiving training services are tracked individually for placement. Some participants are placed directly as center staff sets up interviews and connects these individuals with employers. Many placements are never recorded because after receiving placement services, job seekers fail to inform staff of their successes. PA CareerLink® staff work with Philadelphia Works business engagement team to identify employment opportunities so that PA CareerLink® staff may place participants. 134 participants were placed into employment by WIA Provider, reaching only 18 percent of the annual goal to place 750 participants.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

NUMBER OF PARTICIPANTS PLACED INTO EMPLOYMENT BY WIA STAFF Year Qtr

Placements: Placements: WIA Other Provider Providers 28 30 98 37 268 59 354 106 171 13 305 25 495 50 683 87 134 12

900 800 700 600 500 400 300 200 100 -

PY2012 Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q3 Q4 PY2012 PY2013 PY2014 PY2014 Q1 WIA Title I Provider Other Providers Q2 WIA Title I Provider Goal 25% of Annual Goal Q3 Q4 Note: Cumulative over the year. In PY2014 79 percent of placements were direct placements; 21 percent of placements followed training.

Wages at Placement Wages at about 15 dollars an hour are considered a minimum living wage in Philadelphia. The goal is to help individuals enter employment where wages reach 15 dollars per hour or more within six months of the initial placement. Progress on this goal is tracked by monitoring median wages at placement and the percentage of individuals that enter employment below 15 dollars per hour. Reported numbers represent initial wages, which may increase after six months or which may not be counted if individuals do not meet a six month retention goal. MEDIAN WAGES AT PLACEMENT Year

Qtr

Wage

PY2012

$18 $16 $14 $12 $10 $8 $6 $4 $2 $0

Q1 $14.00 Q2 $14.50 Q3 $14.54 Q4 $15.00 PY2013 Q1 $15.05 Q2 $15.38 Q3 $16.05 Q4 $15.88 PY2014 Q1 $12.76 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q2 PY2012 PY2013 Q3 Wage Q4 Note: Cumulative over the year. Wages in PY2014 are based on 134 placements.

PY2014 Goal

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

PERCENT OF PLACEMENTS WITH WAGES AT OR ABOVE $15 PER HOUR AT PLACEMENT Year

Qtr

PY2012

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2013

PY2014

% of Placements 36.9% 50.0% 60.4% 57.1% 50.9% 55.7% 64.3% 76.4% 32.6%

100.0% 80.0% 60.0% 40.0% 20.0% 0.0% Q1

PY2012

PY2013 % of Placements

PY2014 Goal

Note: Cumulative over the year. Wages in PY2014 are based on 134 placements.

Median wages in program year 2014 represented a range of placements, with only 32.6 percent of placements at or above the target wage. The median wage was $12.76 per hour, based on 134 clients placed into employment by the WIA Title I Provider. Median wages for all placements (including other providers) were $11.55 per hour.

Narrative Report on Community Connections Philadelphia Works committed to a “clicks” strategy that incorporates digital and web-based tools and information available to community-based organizations. The WIA Title I Provider is responsible for expanding access to quality services through “bricks, clicks, and connect”. This strategy includes expanding and enhancing formal relationships with community organizations to build service partnerships and increase access to workforce services. The implementation of the strategy will be tracked during second through fourth quarters of the program year 2014.

WIA Trend Metrics – These Are Not Performance Metrics The following are metrics tracked for trends and reported in the following categories: job seeker services split into inputs and outputs, employer services, and customer satisfaction metrics.

Job Seeker Services Job seeker metrics are metrics that track quantity and quality of service delivery to job seekers. Job seeker services metrics are divided into inputs, metrics that should lead to positive outcomes for job seekers, and outputs, metrics that demonstrate results for job seekers.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Input metrics are: • •

• • •

Number of PA CareerLink® active job seekers; Number of job seekers receiving intensive services such as one-on-one counseling or adult literacy services; The number of participants receiving targeted services for veterans, persons with disabilities, workers over age 55, ex-offenders, and low-literate populations; Enrollments in training reflects the diverse population seeking work: 55 percent male; Enrollment in training reflects the diverse population of the city: 70 percent racial or ethnic minority.

PA CareerLink® Unique Job Seekers Counting unique job seekers enrolled in the public system is a clear indicator of the intensity of resource use at the centers. 51,788 individuals enrolled in the one-stop centers during the first quarter, above the program year 2013 trend. PA CAREERLINK® UNIQUE JOB SEEKERS ACTIVE IN PA STATE EMPLOYMENT DATA SYSTEM Year PY2012

Qtr

Job Seekers Enrolled 42,114 69,778 95,393 121,825 41,239 77,233 109,874 128,037 51,788

Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 Q3 Q4 Note: Cumulative over the year

140,000 120,000 100,000 80,000 60,000 40,000 20,000 Q1

PY2012 Job Seekers Enrolled

PY2013 PY2013 Trend

PY2014 25% of PY2013 Trend

Participants Receiving WIA Intensive Services Job seekers who are WIA registered receive intensive services such as one-on-one career counseling and literacy services. 1,030 individuals received intensive services during the first quarter, above the program year 2013 levels set as a trend benchmark.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

NUMBER OF PARTICIPANTS RECEIVING ONLY WIA INTENSIVE SERVICES (NO TRAINING) Year Qtr

Participants: Participants: WIA Other Provider Providers 237 26 921 32 1,572 55 2,331 86 672 1 1,303 12 1,746 47 2,661 79 1,027 3

PY2012 Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 Q3 Q4 Note: Cumulative over the year.

3,000 2,500 2,000 1,500 1,000 500 Q1

PY2012 WIA Title I Provider PY2013 Trend

PY2013

PY2014 Other Providers 25% of PY2013 Trend

Participants Receiving Services for Targeted Populations PA CareerLink® offices in Philadelphia continue to serve veterans, experienced (55 years and older) job seekers, ex-offenders, those with disabilities, and low literate participants. The WIA Title I Provider continues close collaboration with PA CareerLink® partners such as the Office of Vocational Rehabilitation, the Veterans Administration, on-site literacy providers, the Philadelphia Mayors’ Office of Reintegration Services, and the Pennsylvania Bureau of Workforce Partnership and Operations. 416 participants from targeted populations were served in during the first quarter, similar to levels in the program year 2013. NUMBER OR PARTICIPANTS RECEIVING TARGETED SERVICES FOR VETERANS, PERSONS WITH DISABILITIES, WORKERS OVER 55, EX-OFFENDERS, AND LOW-LITERATE POPULATIONS Year PY2012

Qtr

Number of Participants 363 1,019 1,495 1,954 424 777 1,145 1,466 416

2,500

Q1 2,000 Q2 1,500 Q3 Q4 1,000 PY2013 Q1 Q2 500 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 PY2012 PY2013 PY2014 Q3 Number of Participants PY2013 Trend 25% of PY2013 Trend Q4 Note: Cumulative over the year. Participants receiving more than one service for targeted populations are counted multiple times..

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Enrollment in Training Reflects Diverse Populations of the City The job seekers in the PA CareerLink® centers in Philadelphia have been two-thirds male as the Great Recession took hold, and continue to be dominated by men. Diversity metrics show whether populations enrolled into training reflect the diversity in the city across gender and race and ethnicity. The system’s goal is to maintain diversity levels at 55 percent male and 70 percent ethnic or racial minorities. The Philadelphia PA CareerLink® offices continue to serve a diverse population of job seekers and ensure that enrollment in training reflects demographics of job seekers. In the first quarter, 57 percent of participants enrolled into training were men and 42 percent of participants self-identified as racial or ethnic minorities. ENROLLMENT IN TRAINING REFLECTS THE DIVERSE POPULATION OF THE CITY: MALE TO FEMALE Year Qtr PY2012 Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 Q3 Q4

% Male

100%

50% 78% 55% 60% 44% 50% 51% 51% 57%

80% 60% 40% 20% 0% Q1

PY2012

PY2014

PY2013

% Male

Goal

ENROLLMENT IN TRAINING REFLECTS THE DIVERSE POPULATION OF THE CITY: RACIAL OR ETHNIC MINORITY TO OTHER Year Qtr PY2012 Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 Q3 Q4

% Minority Goal 100% 0% 45% 80% 72% 73% 60% 75% 40% 78% 80% 20% 80% 42% 0% Q1

PY2012

PY2013 % Minority

PY2014 Goal

Note: percentage is calculated based on cumulative numbers over the year. Numbers reported in PY2013 are based on 61 participants placed into training.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Output job seeker metrics demonstrate positive outcomes such as skill increases or entry into employment. Output metrics are: • Number of new WIA participants placed into training (includes customized job training, on-thejob training, and individual training account participants); • Number of WIA participants engaged in the use of Microsoft IT Academies and WorkKeys; • Placement reflects the training completed; • Completion of training leads to college credit or an industry recognized credential through customized job training and individual training accounts ; and • WIA-registered job seekers “returned unemployed” rate (share of job seekers returning to the system unemployed after placement).

WIA Participants Placed into Training Here we track the split between individual training accounts and on-the-job training. Training enrollment goals for each type of training are determined by cost of training per person and staff’s capacity to engage employers with on-the-job training funds. Training enrollment benchmarks reflect goals set in the WIA investment strategy for the current program year: 274 on-the-job training slots and 94 individual training accounts by the end of the program year. NUMBER OF NEW WIA INDIVIDUAL TRAINING ACCOUNT PARTICIPANTS Year PY2012

Qtr

Number of Participants

Q1 Q2 6 Q3 20 Q4 60 PY2013 Q1 18 Q2 43 Q3 64 Q4 73 PY2014 Q1 2 Q2 Q3 Q4 Note: Cumulative over the year

100 90 80 70 60 50 40 30 20 10 -

PY2012 Number of Participants

PY2013 Annual Goal

PY2014 25% of Annual Goal

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

NUMBER OF NEW WIA ON-THE-JOB TRAINING PARTICIPANTS Year

Qtr

Number of Participants

PY2012

Q1 5 Q2 40 Q3 109 Q4 165 PY2013 Q1 63 Q2 88 Q3 135 Q4 154 PY2014 Q1 27 Q2 Q3 Q4 Note: Cumulative over the year

300 250 200 150 100 50 Q1

PY2012

PY2013

Number of Participants

PY2014

Annual Goal

25% of Annual Goal

Participants Engaged in Use of Microsoft IT Academy and WorkKeys Implementation of WorkKeys and use of the Microsoft IT Academy is a Philadelphia Works initiative that can help individuals confirm or increase their skills. This initiative opens possibilities for adults willing to increase their computer skills or earn a certification in information technology. The system’s goal is to increase enrollment in Microsoft IT Academies and in the use of WorkKeys to at least 629 unique individuals in program year 2014. In the first quarter of program year 2014, 103 new individuals enrolled in Microsoft IT Academy courses. WorkKeys is a job skills assessment system that measures foundational and soft skills. Successful completion of the assessments allows individuals to achieve certifications demonstrating their work-readiness. No WorkKeys certificates were earned. NUMBER OF NEW PARTICIPANTS ENGAGED IN THE USE OF MICROSOFT IT ACADEMIES AND WORKKEYS Year PY2012

Qtr

Number of Participants 26 220 469 679 197 365 496 629 103

Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4 PY2014 Q1 Q2 Q3 Q4 Note: Cumulative over the year

800 700 600 500 400 300 200 100 Q1

PY2012 PY2013 PY2014 Number of Participants PY2013 Trend Number of Participants PY2013 Trend 25% of PY2013 Trend

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Placement Reflects the Training Completed Training-related employment is the direct result of providing training that produces the competencies employers need in occupations where there is demand for new hires. This is a measure of alignment with the local labor market. The goal is to place 90 or more percent of trainees in employment that is related to training. TRAINING RELATED EMPLOYMENT Year

Qtr

PY2012

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2013

PY2014

% Related Employment 92.9% 95.7% 96.1% 95.9% 89.1% 91.2% 92.4% 91.3% 100.0%

100% 80% 60% 40% 20% 0% Q1

PY2014 Goal

PY2012 PY2013 % Related Employment

Note: Cumulative over the year. Training related employment is based on 28 participants completing training and entering employment.

Industry-Recognized Credentials

COMPLETION OF TRAINING LEADS TO COLLEGE CREDIT OR AN INDUSTRY RECOGNIZED CREDENTIAL Year

Qtr

PY2012

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2013

PY2014

% with Credential n/a 40.0% 61.9% 59.1% 19.0% 34.5% 54.3% 56.7% 14.3%

100% 80% 60% 40% 20% 0% Q1

PY2012

PY2013

% Related Employment

PY2014 Goal

Note: Cumulative over the year. In program year 2014 the rate is based on 28 completions.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Training that results in an industry recognized credential or college credit is an overall goal of the Philadelphia workforce system. The goal is to ensure that 95 percent of trainees receive college credit or an industry recognized credential. Credentials are verified by staff reaching out to participants exiting training. The rate might be low in the first quarter as time needed to confirm credential attainment

“Returned Unemployed” Rate Placements that result in steady, long-term jobs for participants are desired outcomes. A low percentage of job seekers returning to the one-stop centers unemployed in the quarter following placement shows that the match between employers’ needs and job seekers’ skills was effective. The goal is to keep the percentage of customers returning unemployed to the centers in the quarter after placement below 5 percent. Preliminary data for the previous quarter become available only during the following quarter. The data are finalized as unemployment codes are available in the system of record. WIA-REGISTERED JOB SEEKERS “RETURNED UNEMPLOYED” RATE Year Qtr PY2012 Q1 Q2 Q3 Q4 PY2013 Q1 Q2 Q3 Q4

% Returned 1.8% 1.5% 0.6% 0.4% 2.6% 2.8% 1.5% 1.2%

6% 5% 4% 3% 2% 1% 0% Q1

PY2012 % of Placements

PY2013 Level Not to Exceed

Note: numbers lag behind one quarter

Employer Services Metrics The WIA Title I Provider is expected to work in close collaboration with Philadelphia Works business engagement staff to effectively deliver services to the employer community. Employer services metrics track business affiliation with the system and the reputation of the system. These metrics are: • New employers enrolled in the state employment system; • New job orders entered into the state employment system; • Number of job orders placed in the system by newly enrolled employers; • Number of all Philadelphia employers receiving direct services from WIA staff; • Number of employers who used the system only to post jobs that agree to receive other services.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

New Employers Enrolled in PA State Employment System In addition to several employer engagement WIA metrics, the total number of new employers enrolled in the state system is tracked. The system allows employers to request screening services and list job openings without cost. NEW EMPLOYERS ENROLLED INTO PA STATE EMPLOYMENT SYSTEM Year

Qtr

New Employers Enrolled

PY2012

Q1 115 Q2 204 Q3 351 Q4 475 PY2013 Q1 120 Q2 245 Q3 382 Q4 519 PY2014 Q1 130 Q2 Q3 Q4 Note: Cumulative over the year

600 500 400 300 200 100 Q1

PY2012

PY2013

New Employers Enrolled

PY2014

PY2013 Trend

25% of PY2013 Trend

NEW JOB ORDERS ENTERED INTO PA STATE EMPLOYMENT SYSTEM Year Qtr New Job Orders PY2012 Q1 1,117 Q2 2,269 Q3 3,902 Q4 5,560 PY2013 Q1 1,130 Q2 2,531 Q3 4,132 Q4 6,494 PY2014 Q1 3,838 Q2 Q3 Q4

7,000 6,000 5,000 4,000 3,000 2,000 1,000 Q1

PY2012 New Job Orders

PY2013 PY2013 Trend

PY2014 25% of PY2013 Trend

Note: Cumulative over the year

Job Orders by New Employers The Philadelphia workforce system strives to not just introduce new employers in the system but to ensure that they use the system for posting job orders in the state job bank. The goal is for the system to achieve 180 job orders placed by newly enrolled employers during the program year. Outreach to ÂŠ 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

employers is taking place on an on-going basis. Specifically, Philadelphia Works business engagement staff collaborates with the PA CareerLink® team to outreach to employers. (The employer is then seamlessly provided direct services by the PA CareerLink® team.) Business services and engagement teams work with local chambers and business associations to increase our business penetration, which will in turn yield a larger number of job orders with newly engaged businesses. NUMBER OF JOB ORDERS PLACED IN THE SYSTEM BY NEWLY ENROLLED EMPLOYERS Year Qtr New Job Orders PY2012 Q1 58 Q2 63 Q3 95 Q4 194 PY2013 Q1 50 Q2 79 Q3 117 Q4 136 PY2014 Q1 20 Q2 Q3 Q4

250 200 150 100 50 Q1

PY2012 New Job Orders

PY2013 PY2013 Trend

PY2014 25% of PY2013 Trend

Note: Cumulative over the year. Only job orders entered by WIA staff are included in this metric.

Number of Philadelphia Employers Receiving Direct Services from WIA Staff The Philadelphia workforce system expects to provide direct services to at least 3 percent of Philadelphia employers to serve approximately 900 employers a year. Documenting services to employers remains a challenge for staff. In program year 2014, 65 employers received direct services.

Number of Employers Who Used the System Only to Post Jobs That Agree to Receive Other Services The Philadelphia workforce system hopes to grow the number of employers that benefit from business services – one way to achieve this is to engage employers that already use the public workforce system for posting jobs but do not engage in other ways. The goal is to get 20 of these employers to request additional business services. Employers who place jobs in the state CWDS system are contacted by PA CareerLink® business services staff and supported in their candidate search to insure that employers are aware of the array of services offered by the public workforce system. This metric is not tracked at this time.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Employer and Job Seeker Satisfaction Metrics Another set of metrics shows job seekers and employers’ satisfaction with services. These metrics tell the story around the system’s relevancy to the local community. Employer and job seeker satisfaction metrics are: • Employers’ positive customer service feedback via survey: recruiting, screening, assessments, other staff assistance • Connect with other service providers to broaden services available to employers and job seekers • Job seekers positive service feedback: career planning, assessment, one-on-one job search assistance, quality of workshops, access to resources Employer and job seeker satisfaction surveys in the old format are made available to all customers. Old survey results can be viewed in the PA CareerLink ® Metrics section of this report. Philadelphia Works is pursuing contracting a third-party provider to supervise the customer satisfaction surveys. Data from surveys in the old format is not reported due to the inconsistencies in administration and low response rates.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Financial Summary and Performance of the EARN System as of September 30, 2014 The Employment and Retention Network (EARN) system provides employment and training services to individuals striving to reach economic self-sufficiency. Each participant enrolled in the EARN system receives personalized career guidance to provide the support needed to achieve career goals. Staff support is offered from beginning to end, before and after employment. There are six EARN centers located in Philadelphia County that provide job readiness, employment and skills training to persons receiving cash assistance. Only individuals receiving cash assistance and specifically identified by the County Assistance Office are eligible to enroll. The EARN programming includes Job Specific Skills Training (JSST) which offers focused skill training services. JSST is a viable option supporting the EARN system’s goal of self-sufficiency, financial independence and customer choice. The EARN System’s vocational training program offers comprehensive, industry specific skills development in several key occupational sectors to include: retail, customer service, allied healthcare, security services, culinary arts, residential/counseling services, childcare, and commercial driver’s license (transportation).

Highlights of the EARN System • •

•

The EARN system had 3,456 new enrollments and provided services to 3,436 carry-over clients from program year 2013. Total number of clients served is 6,892. There were 1,407 total job placements of all types for July 2014 through September 2014. 40 percent of those placements were for 30 hours or more per week. The 1,407 total is a cumulative measure that includes both placements as defined by policy as well as jobs under 20 hours per week, secondary placements and/or those which otherwise fall outside of policy definitions. In program year 2014 the EARN system is tracking performance according to a new individual model. Outcomes for clients enrolled prior to July 1, 2014 are reported according to the cohort model.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

EARN CENTERS IN PHILADELPHIA COUNT

Source: Map produced by Philadelphia Works

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

EARN System Fiscal Summary • •

•

Year-to-date expenses include actual invoices submitted and accruals through September 2014. Year-to-date the EARN Centers have spent 23 percent of their cost reimbursement budget and the JSST providers have spent 25 percent of their budget. EARN centers and JSST providers have accrued performance earnings of 2 percent and 2 percent respectively. Accrued performance earnings will be paid upon receipt of funds and validated information from the Pennsylvania Department of Human Services (DHS) formerly Public Welfare (DPW) and documented expenses from the providers.

EARN SYSTEM BUDGET VS. UNAUDITED ACRRUED EXPENDITURES IN JULY 1, 2014 THROUGH SEPTEMBER 30, 2014 (FY2014) – YEAR-TO-DATE Budget Categories

EARN Centers Cost reimbursement Performance reimbursement EARN Centers Total JSST Providers Cost reimbursement Performance reimbursement JSST Providers Total EARN System(EARN Centers + JSST Providers) Cost reimbursement Performance reimbursement EARN System Total

YTD Accrued Expenditures

Budget

YTD Budget to Expenditures Variance

% Expended

$12,339,163 $9,515,127 $21,854,290

$2,867,323 $183,580 $3,050,903

$9,471,840 $9,331,547 $18,803,387

23% 2% 14%

$1,464,497 $1,321,935 $2,786,432

$369,180 $23,753 $392,933

$1,095,317 $1,298,182 $2,393,499

25% 2% 14%

$13,803,660 $10,837,062 $24,640,722

$3,236,503 $207,332 $3,443,836

$10,567,157 $10,629,730 $21,196,886

23% 2% 14%

EARN SYSTEM BUDGET

% OF EARN FUNDS EXPENDED YEAR-TO-DATE

Source: Philadelphia Works analysis of EARN fiscal data.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Active Caseload, Enrollment Rate, and Referral Rejection Rates The number of newly enrolled clients and carry-over clients determine the volume of services delivered at the centers. • In program year 2014, the system received 6,925 referrals year-to-date. • 3,456 clients were enrolled during July 1, 2014 through September 30, 2014. The total caseload was 6,892 customers. The average monthly caseload was 4,610. The number of enrolled clients and total caseloads were similar to the previous year’s levels. • Total number of referred clients during July through September was 6,925. The year-to-date enrollment rate was 50 percent. Of the 50 percent of customers not enrolled, 74 percent of clients were referral rejected because they did not report to the centers; 11 percent of clients were not enrolled due to not cooperating with EARN policies; and the remaining customers were rejected for other reasons. NEWLY ENROLLED CLIENTS

ENROLLMENT RATE (%)

ACTIVE CASELOAD

STATUS OF ACTIVE CLIENTS

Source: Philadelphia Works analysis of EARN program data.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

REASONS FOR REFERRAL REJECTION

Source: Philadelphia Works analysis of EARN program data.

EARN System Performance Summary The EARN system performance definitions changed in program year 2014. Clients enrolled after the start of the program year 2014 are tracked according to the new performance definitions known as the “individual” model, while clients enrolled before that time are tracked using the older performance definitions known as the “cohort” model. In this report we include an update on the clients that are tracked according to the old and the new policy definitions.

Program Year 2014 Individual Model Performance Metrics •

•

The placement rate goal for program year 2014 is 50 percent. The enrolled count includes clients that were enrolled and not employed in program year 2013 and carried over into the program year2014 individual model. The new placement goal definition requires clients to obtain unsubsidized employment working a minimum of 80 hours in a four consecutive work period. The four week period must begin within the 180 days of the enrollment date. Unconfirmed placements are reported to show the efforts of the system to place clients until the confirmed placements numbers are available. Assuming that the system enrolls 12,142 clients in program year 2014, EARN centers are expected to place at least 506 clients per month on average to achieve the placement goal. The system’s retention goal is 30 percent of enrolled clients. After a client meets their placement goal, they must be employed at least 80 hours for four consecutive weeks and maintain employment in any given calendar month for up to 12 consecutive months following the placement month to be considered retained. Clients must maintain employment and be working 100 hours per month in any of the 12 consecutive months with retention met to meet the increased hours worked goal. Client must attain the placement and retention benchmarks to be eligible for the increased hours worked benchmark.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

â&#x20AC;˘

Activity compliance rate is reported as percent of clients enrolled in a core activity. The goal is to keep 65 percent of enrolled clients in core activity. Activity compliance rate numbers will not be available until January 2015.

UNCONFIRMED PLACEMENTS BY MONTH OF PLACEMENT Individual Model 576 557

600 500

441

400

365 286

300 200 100

428

415 256 302

293

427

392 271

274

119

Area shaded in yellow marks the start of new performance measures. Some of the placements achieved in PY2014 are for clients under the cohort model. Monthly placements are shown based on CWDS placement start date.

Program Year 2013 Cohort-Based Performance Metrics The older cohort-based performance model required placements to be made within 90 days of enrollment. Information reported on the January 2014 through May 2014 cohorts in this report uses cohort-based performance definitions. Performance and retention rate are reported for clients enrolled in each month as a group. Placements must be made within 90 days of enrollment. Retention is also reported for each cohort as a group and is defined as individual working for at least 26 of 36 weeks of the retention period. UNCONFIRMED AND CONFIRMED PLACEMENTS BY MONTH OF ENROLLMENT VS. PLACEMENT GOAL

Source: Philadelphia Works analysis of EARN program data; Department of Human Services data reports.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

DEPARTMENT OF HUMAN SERVICES JOB PLACEMENT,RETENTION RATE, INCREASED HOURS WORKED AND MEDICAL BENEFITS RATE(COHORT MODEL) VS. GOAL PLACEMENT RATE (%)

INCREASED HOURS WORKED (%)

RETENTION RATE (%)

% OF PLACEMENTS WITH MEDICAL BENEFITS

Source: Philadelphia Works analysis of EARN program data; Department of Human Services data reports.7.5 percent of enrolled clients are expected to increase or maintain their hours at work for 30 or more hours per week by the end of their retention period. Outcomes for other cohorts cannot be reported until the cohort reaches the end of the retention period. Work hours offered in unconfirmed placements are monitored as these are likely to contribute to increased work hours in confirmed placements. The EARN system also has a goal to place 25 percent of enrolled clients in jobs offering medical benefits. This is a performance metric and not a payment point.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Other Metrics of Interest The Local Management Committee monitors average wages, hours offered in unconfirmed placements, and occupations of EARN clients. • • •

The majority of placements are in jobs offering 20 to 29 hours per week. Average wage for placements made during July 2014 through September 2014 remained similar to placements in program year 2013 at $9.48 per hour. Top occupations for unconfirmed placements were cashier, home health aide, and retail salesperson.

NUMBER OF PLACEMENTS BY HOURS OFFERED

AVERAGE WAGE

Source: Philadelphia Works analysis of EARN program data.

TOP OCCUPATIONS IN UNCONFIRMED PLACEMENTS IN PROGRAM YEAR 2014 YEAR-TO-DATE

Occupation Cashiers Home Health Aides Retail Salespersons Nursing Assistants Maids and Housekeeping Cleaners Teacher Assistants Customer Service Representatives Packers and Packagers, Hand Security Guards Personal Care Aides

PY 2014 % of Total of YTD YTD 198 14% 132 9% 84 6% 66 5% 62 4% 60 4% 57 4% 55 4% 50 4% 35 2%

Source: Philadelphia Works analysis of EARN program data.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Metrics for PA CareerLink® Philadelphia

Program Year 2014 First Quarter (July 1, 2014 – September 30, 2014) Four PA CareerLink® centers are located in Philadelphia. Two (Suburban Station and North) act as citywide centers; attracting job seekers from throughout the city. The other two attract the majority of their participants from their service areas. Surburban Station job seekers have been directed to North until further notice. PA CAREERLINK® CENTERS IN PHILADELPHIA COUNTY

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

PA CareerLink® Philadelphia Metrics Through a facilitated process, members of the PA CareerLink® Philadelphia Operator Consortium (“the Consortium”), members of the Philadelphia workforce investment board and their staff determined a new set of measures to be tracked starting with program year 2011. The goal was to identify measures that are within the sphere of influence of the Consortium. PA CareerLink® Philadelphia metrics are divided into four foci: • Employer Customers; • Individual Customers; • Resource Utilization; and • Operational Controls.

Services to Employer Customers One-Stop centers help employers find suitable workers. Employers may enter job postings into the state system of record or request screening services from the PA CareerLink® Philadelphia staff. The Consortium tracks the following employer-customer metrics: • Employer satisfaction; • Employer market share; • Engagement in the system; • Repeat usage rate; • Job order fill ratio; • Time to fill job orders. SERVICES TO EMPLOYER CUSTOMERS METRICS SUMMARY

Employer Market Share Engagement in the System Repeat Usage Rate Job Order Placements by Staff Job Orders Entered by Staff

PY2013 Q1 1.3% 58% 68% 48 619

Q2 0.8% 61% 56% 12 708

Q3 0.7% 59% 55% 52 643

O4 0.7% 53% 52% 5 1,013

PY2014 O1 1.7% 55% 55% 10 1,326

The Employer Satisfaction metric proposes to show employers’ satisfaction with services and assess the system’s relevancy to the community. The Consortium proposed to track employers’ overall satisfaction with services including customer service, one-on-one job search assistance, workshops, and resources. The employer satisfaction surveys have a very low response rate and require a revision of the survey format. Philadelphia Works is pursuing a contract with a third-party provider to supervise the surveys. Data from the employer satisfaction survey are not reported due to the low response rate.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

EMPLOYER MARKET SHARE

ENGAGEMENT IN THE SYSTEM 1.7%

1.8% 1.6% 1.4%

0.8%

53%

55%

40% 0.7%

0.7%

30%

0.6%

20%

0.4%

10%

0.2%

0.0% Q1

REPEAT USAGE RATE

PY2013

PY2014

PY2013

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%

59%

50%

1.2% 0.8%

61%

58%

60%

1.3%

1.0%

70%

PY2014

JOB ORDER FILL RATIO 1,326

1,400 1,200 68%

1,013

1,000 56%

55%

52%

55%

800

708

619

600

643

400 200

Q1 Q1

PY2013

Q1 PY2014

12 Q2

PY2013 Job Order Placements

10 Q4

Q1 PY2014

Job Orders

The Employer Market Share rate shows the market penetration of public workforce services available to employers. Employer market share is defined as a percent of all Philadelphia employers with more than one employee that received PA CareerLink® Philadelphia services or used the public workforce system, JobGateway, for posting job orders in a given quarter. The Engagement in the System and Repeat Usage Rate metrics track repeated employer usage of JobGateway. Employer Engagement is defined as a percentage of employers that posted a job order in JobGateway in the current quarter that also posted a job order during the four previous quarters. 541 employers posted a job order from July 1, 2014 through September 30, 2014, and of those employers, 299 also © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

posted job orders during the four prior quarters – the period from July 1, 2013 through June 30, 2014. 55 percent of employers re-engaged with the system in the first quarter of program year 2014. Repeat Usage Rate is defined as a percentage of employers that receive services or post job orders in the current quarter that also received business services or posted job orders during the previous year. 624 employers posted a job order or received services from July 1, 2014 through September 30, 2014 and, of those employers, 343 also posted job orders or received services during the four prior quarters – the period from July 1, 2013 through June 30, 2014. 55 percent of employers were repeat users within the system in the first quarter of program year 2014. The Job Order Fill Ratio and Time to Fill Job Orders metrics track whether employer needs are effectively met by the one-stop system. Job order fill ratio is reported as the ratio of staff-assisted placements to staff-entered job orders. The Time to Fill Job Orders metric proposes to track the time the job order was posted in JobGateway and the time taken to filling the position. The average time of staff-assisted job order placements could provide information on matching qualified job seekers with employers. The metric is not reported due to difficulties of identifying time of placement for job orders with multiple positions and working with the time stamp data. The metric will be revised in the near future.

Resource Utilization Measures of resource utilization examine whether centers have sufficient and diverse resources to continue operation effectively. The following metrics are tracked: • Cost per customer; • Leveraged resources; • Customer to staff ratio (WIA services); • Customer to staff ratio (core services); • Professional competencies. RESOURCE UTILIZATION METRICS SUMMARY

Cost per Customer Leveraged Resources Number of WIA Customers per One Staff Person Number Of "Core" Customers per One Staff Person Professional Competencies

PY2013 Q1 $25.15 $923

Q2 $31.88 $4,325

Q3 Q4 $34.11 $30.35 $8,259 $13,213

PY2014 Q1 $22.63 $1,614

1,085

856

891

1,051

1,647

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

The Cost per Customer metric shows the amount of funds needed to serve one-stop customers. The metric is calculated by dividing the cost of operations by the number of aggregate customers served by each center. Leveraged Resources demonstrate how the centers partner with community resources to enhance services to their customers. Leveraged resources are reported as cumulative membership income. The membership income is earned from renting out a space to PA CareerLink® Philadelphia Center members. Memberships pay a monthly installment during the term of Membership Agreement. Membership income is earned at PA CareerLink® through a shared cost. Therefore, the income must be distributed to all partners. The earning, allocation, and use of membership income must be reported on the RSABW (Resource Sharing Agreement Budget Worksheet). The Customer to Staff Ratio tracks how many staff available to deliver services to one-stop customers receiving core (including basic job search assistance) and WIA services (including a broader set of services to help with successful job placement). The Professional Competencies metric tracks the number of one-stop staff that have increased their work competencies by attending workshops, seminars, or conferences.

Outcomes for Individual Customers Metrics that measure outcomes for individual customers track service delivery to job seekers, referred to as “participants” within the PA CareerLink® system. Participants receive a basic set of core services including, but not limited to, job search assistance, job referral or placement assistance. Job-seeking participants registered to receive WIA services must face specific barriers to employment that often require a broader set of services to help with successful job placement. To ensure the quality and quantity of services for individual customers, the Consortium proposed the following metrics: • • • • • • •

Participant satisfaction; Participant market share; Average Earnings and Entered Employment Rate: Labor Exchange; Average Earnings and Entered Employment Rate: WIA Adult and Dislocated Worker; Training referral rate; Literacy and education referrals; Staff-assisted placements.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

COST PER CUSTOMER

LEVERAGED RESOURCES

$40.00 $35.00 $30.00 $25.00

$34.11

$31.88

$30.35

$12,000 $10,000

$25.15

$22.63

$20.00 $10.00

$4,000

$5.00

$2,000

$0.00 Q1

PY2013

$4,325

$1,614

$923

$0 Q1

PY2014

NUMBER OF WIA CUSTOMERS PER ONE STAFF

PY2013

Q1 PY2014

NUMBER OF "CORE" CUSTOMERS PER ONE STAFF

1,800

1,647

1,600 1,400

$8,259

$8,000 $6,000

$15.00

$13,213

$14,000

1,200 15

1,085

1,000

1,051 856

891

800 600

400

200

PY2013

Q1 PY2014

PY2013

Q1 PY2014

PROFESSIONAL COMPETENCIES 70

40 30 20 10 Q1

PY2013

PY2014

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

OUTCOMES FOR INDIVIDUAL CUSTOMERS METRICS SUMMARY

PY2013 Q1 59.5%

Q2 60.6%

Q3 60.0%

PY2014 Q4 Q1 37.7% 109.3%

Participant Market Share Average Earnings (Labor $12,821 $13,185 $12,088 $12,006 $12,289 Exchange) Entered Employment Rate (Labor 41.7% 41.9% 41.8% 43.0% 45.1% Exchange) Training Enrollment Rate 11.8% 9.9% 10.7% 10.7% 10.7% Literacy/ Education Referrals 127 76 61 36 35 The Participant Satisfaction metric proposes to track overall job seeker satisfaction with services including customer service, one-on-one job search assistance, quality of workshops, and other services. Job seeker surveys are available at the centers in the old format with varying response rates. Philadelphia Works is pursuing a contract with a third-party provider to supervise the surveys. Due to varying response rates and survey methods among the centers, data on participant satisfaction are monitored but not reported. The Participant Market Share shows the market penetration of public workforce services available to job seekers. The job seeker market share is defined as a ratio of all job seekers active in JobGateway to the number of unemployed individuals in Philadelphia during the quarter. The Entered Employment Rate (Labor Exchange) metric tracks whether customers receiving core services enter employment during one quarter after exit from services. The Average Earnings (Labor Exchange) metric reports on wages that participants receiving core services and entering employment earn during the six-month period after employment.

ENTERED EMPLOYMENT RATE (LABOR EXCHANGE) 50.0% 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0%

41.7%

41.9%

AVERAGE EARNINGS (LABOR EXCHANGE) $14,000

43.0%

$13,185 $12,821

$12,088

41.7% $12,000

41.8%

$12,821 $12,006

$10,000 $8,000 $6,000 $4,000 $2,000 $0 Q1

PY2013

Q1 PY2014

PY2013

Q1 PY2014

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Note: Entered employment rate and average earnings metrics lag behind in time. Entered employment rate references the reporting period of January 1, 2013 through December 31, 2013; average earnings are based on the reporting period July 1, 2012 through June 30, 2013.

The WIA Adult and Dislocated Worker average earnings and WIA Adult and Dislocated Worker entered employment rate are part of the system-wide Common Measures. The metrics track WIAregistered participants’ employment one quarter after exit from services and wages earned during the six months after exit for employed customers. System-wide metrics are included in the Common Measures section of the report which can be found on page 6 of the report. The Training Enrollment Rate tracks workforce-funded training referrals originating at the centers. The rate is calculated as number of training enrollments to number of WIA-registered participants serviced by each center. The Literacy and Education Referral Rate metric shows the number of customers referred to literacy programs and other educational services through data-entered service codes on participant records. The Staff-Assisted Job Order Placements metric tracks the number of job seekers placed into staffassisted employment through a job order by PA CareerLink® Philadelphia staff. This metric is part of the calculation for the Job Order Fill Ratio in the Employer Customer section, and is represented in the table for that section.

TRAINING ENROLLMENT RATE

LITERACY/ EDUCATION REFERRALS

16.0% 14.0% 12.0%

11.8% 9.9%

10.0%

10.7%

11.8%

8.0% 6.0% 4.0% 2.0% 0.0% Q1

PY2013

Q1 PY2014

200 180 160 140 120 100 80 60 40 20 -

127

127 76

61 36

PY2013

Q1 PY2014

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Operational Controls Operational controls are metrics put in place to monitor service delivery processes at the centers. The following measures of operational controls are tracked: • •

Monitoring outcomes; Standard of operations.

Monitoring Outcomes are the result of scheduled visits to the one-stop centers. These visits ensure each center’s compliance with the state and federal guidelines and contracts established between the WIA Provider and Philadelphia Works. Philadelphia Works will continue to provide technical assistance as needed to ensure each center is in compliance accordingly. Each center will be monitored for implementing the new workforce delivery system in PY2014. Standards of Operations are documented processes related to customer flow and delivery of comprehensive services that are required to be implemented at all centers. There is consistency in how individuals are oriented on the PA CareerLink® services and "job ready" participants are fast tracked to employment. Participants who were deemed eligible for training services were assisted with expediting all of the necessary pre-training requirements, especially those requesting ITA trainings. In addition, each center has implemented a training orientation workshop to assist participants with selecting the appropriate training. The process in place should reduce the amount of trips to a center prior to starting training.

Incorporation of Philadelphia Works Initiatives As part of the strategic initiatives under the American Recovery and Reinvestment Act, Philadelphia Works established a set of priorities: the integration of technology to increase the quality of assessment and to more quickly move customers through the three tiers of service. Uses of KeyTrain (a comprehensive system for improving skills measured by WorkKeys), WorkKeys (foundational and soft skill assessment tool), and EMSI Career Coach (job search and exploration and resume builder tool) are tracked. Uses of other important resources such as standard assessment tools Prove It (work readiness assessment), TABE (literacy assessment), and Language Line (interpreting services for individuals with limited English proficiencies) are also tracked. The WIA Provider is the lead partner in this effort and has made significant progress. First, the WIA Title I Provider requires all WIA registered customers to conduct job search, and research wages using the EMSI software. The results of these searches are included in each file and documented in the staff case notes. Additionally, the WIA Title I Provider is making use of the Microsoft IT Academies and established specific workshops that expose job seekers to the world of online and distance learning. The WIA Title I © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Provider is targeting individuals who have lower computer proficiencies and have created specific workshops to help increase their digital literacy that will increase their ability to be independent job seekers while developing the computer navigation skills needed for most jobs. Tracked Philadelphia Works Initiatives are: • Use of KeyTrain; • Use of WorkKeys; • Use of EMSI Career Coach and Resume Builder; • Use of standard assessment tools; and • Use of language line. The WIA Provider is still targeting individuals who have lower computer proficiencies and has created specific workshops to help increase their digital literacy that will increase their ability to be independent job seekers while developing the computer navigation skills needed for most jobs. PA CareerLink® continues to use EMSI Career Coach, TABE, KeyTrain and Microsoft IT Academy in addition to case managers utilizing O*Net Online (an online skills and interest assessment survey) with participants. By utilizing JobGateway®, participants are now able to do an in-depth job search and can take advantage of the EMSI Resume Builder. IMPLEMENTATION OF PHILADELPHIA WORKS INITIATIVES METRICS SUMMARY

Keytrain - Users Enrolled Keytrain - Active Users EMSI Career Coach - Usage EMSI Resume Builder - Usage

PY2013 Q1 691 43 2,505 617

Q2 701 50 2,638 725

Q3 709 11 4,634 1,532

Q4 714 15 7,466 3,550

PY2014 Q1 719 13 4,161 2,347

Note: KeyTrain users enrolled show cumulative numbers.

Use of KeyTrain continues to show slow progress but the expectation is for the numbers to increase. The literacy providers were key to this effort but, as of this program year, there is only one literacy provider, located at Northwest. Additionally, each of the three centers have been monitored to see if the One Stop Service Plans are in alignment with the services rendered, and the lack of progress using the KeyTrain assessment tool has been noted. Each PA CareerLink® Administrator has implemented the re-training of staff on how to use the tool and they are collaborating with various employers to identify participants with a specific job skill. New efforts to promote the benefits of WorkKeys and KeyTrain are being incorporated into flyers and posters, the center's resource guide, orientations and specific workshop sessions.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

KEYTRAIN - USERS ENROLLED

800 700

691

701

709

KEYTRAIN - ACTIVE USERS

714

719

60 50

600 500

400

300

50 43

200

100 Q1

PY2013

Q1 PY2014

PY2013

PY2014

Note: KeyTrain users enrolled chart shows cumulative numbers of participants; KeyTrain active users are reported by quarter.

WorkKeys is well-publicized during participant orientations and is also made apparent to job-seekers through visible placards in an effort to increase awareness of the tool. No National Readiness Certificates were earned during the first quarter. However, the centers continue to market the tool but employers and participants show little to no interest. EMSI Career Coach enables job seekers to identify training programs that meet their need and/or interest, identify skills needed for their target jobs, and create resumes. Job seekers also this tool to understand wages, availability of occupations in the region, and other trends. This continues to be the most widely used tool with WIA participants in each center, especially for those interested in training and employment opportunities. Participants utilized EMSI Career Coach on a regular basis during the fourth quarter and the results are normally right on target with the participant's training and desired employment explorations. All centers have shown usage increases in EMSI Career Coach.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

EMSI CAREER COACH - USAGE

8,000

EMSI RESUME BUILDER - USAGE

7,466

7,000

3,000

6,000

2,500

4,634

5,000

4,161

4,000 3,000

2,505

3,550

3,500

2,347

2,000

1,532

1,500

2,638

1,000

2,000

617

725

500

1,000

PY2013

Q1 PY2014

PY2013

Q1 PY2014

TABE is still the most commonly used tool across the system to measure math and reading comprehension levels. Participants interested in training take the test prior to receiving intensive training services to validate if they have the necessary comprehension skills to successfully complete a specific training. If the participant does not score within an acceptable range they are referred to remediation prior to re-testing. The results for each TABE assessment are entered in CWDS. In addition, copies of the test are placed in each participant's file as required for monitoring purposes. The Language line continues to be available at the centers, but usage is consistently low. Most ESL participants access resources available in their communities once they make contact with one of the system partners and family members are usually their first resource when translations are warranted. Detailed data on the Microsoft IT Academy are reported in the section on WIA Title I Provider Performance Metrics, located earlier in this report. There were 103 participants enrolled in Microsoft IT Academy in the first quarter. Details on this metric are included in the WIA Metrics section of this report.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Youth System This report presents data on the programs that operated during the fourth quarter of program year 2013. Philadelphia Works, Philadelphia Youth Network (the YouthWorks Administrator), and Board committees developed a set of metrics for youth system services funded by Workforce Investment Act (WIA) and the Temporary Assistance to Needy Families (TANF) Youth Development Fund. The WIA-funded programs include Occupational Skills Training and GED-to-College models developed to serve out-of-school youth and 21st Century Continuum and Industry Pipeline models designed to serve in-school youth. In addition to these program services, a placement provider expands job and educational placement opportunities for out-of-school youth. The TANF-funded E3 Center model provides support to out-of-school youth and youth returning from juvenile justice placements in three interrelated pathways: Education, Employment, and Empowerment; the three E’s. Additionally, out-of-school youth are served in a media- arts focused program delivered by Youth Empowerment Services (YES), that provides academic and workforce services. TANF dollars also support Communities in Schools’ Start on Success (CIS SOS) programs serving in-school youth with disabilities. More information on youth services available can be found online at pyninc.org/programs. In Philadelphia, program metrics track performance goals for WIA-funded year-round programs. While programs for in-school youth enroll students for two years; out-of-school youth programs operate with rolling enrollment, with some programs serving one or two cohorts throughout the year. TANF-funded E3 Centers also use a rolling enrollment process, enrolling youth who are in need of services and working with them through completion of their goals. While some of the measures are contractual (outlined in the YouthWorks Administrator’s contracts), others are monitored to track trends. All proposed measures split into three categories: • Financial controls are metrics established to monitor the use of youth funds in the system; • Performance metrics are contractual metrics reflecting the scope of work for WIA Title I youth and TANF youth contracts; • Trend metrics track activity over time but are not tied to performance levels. All goals are aspirational and are set based on the historical program performance. Goals in trend metrics are for monitoring purposes only and are not a performance component of the YouthWorks Administrator’s contract.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Metrics Summary • •

WIA programs met the three youth common measures in the first quarter of program year 2014. WIA programs and E3 Centers and supportive services programs served 662* unique students since the start of the program year. • E3 Centers maintained an active caseload above the goal with 361 unique individuals served in the first quarter. 12 percent of E3 center youth served year-to-date have achieved positive outcomes. • All WIA programs except for GED to College model exceeded their placement, degree and certification attainment, and literacy goals. E3 Centers exceeded the placement and degree and certification attainment goals and met 93 percent of the literacy goal. • 7,260 youth were served during WorkReady Summer 2014, 2,204 youth in TANF-funded programming and 5,056 youth in programs funded by leveraged sources. • 99 percent of youth and 94 percent of worksites were satisfied with youth programming, according to the program year 2013 customer surveys. SUMMARY OF YOUTHWORKS ADMINISTRATOR PERFORMANCE METRICS Metric

Goal

WIA Common Measures Youth Placement into Postsecondary, Military, or Employment 56% Youth Rate of Degree or Certification Completion 78% Youth Scoring below an 8th Grade Level Or below Showing 60% Gains in Literacy or Numeracy WIA Program Flow Metrics Percent of Slots Filled in WIA Programs 90% Retention Rate for Second Year In-School-Youth WIA 85% Programs WIA Placement Provider Referrals 31 min WIA Placement Provider Placement 18 TANF-Funded Programs Active Caseload in E3 Centers >=200 E3 Center Youth Placement into Postsecondary Education, 55% Military, or Employment Youth Degree/Certification Attainment 55% Number of Youth with skills gains in Literacy, Language and 30% Math. Retention/Completion Rate of TANF-funded WorkReady 85% Summer Youth Youth Services Operator Program Management and Oversight Youth Satisfaction 85% Employer Satisfaction 90% Technical Assistance Is Documented

PY2014 Outcome YTD

PY2014 Status

57% above goal 91% above goal above 80% 59% of goal

PY2013 PY2013 Status Outcome 66% above goal 93% above goal 64%

above goal

10%

ongoing

99% above goal

n/a

ongoing

96% above goal

2 0

ongoing ongoing

361

above goal

Will be reported in December 2015

31 19

on target on target

392

above goal

59% above goal 60% above goal 28% close to goal

86% above goal

84% close to goal

99% above goal 99% above goal 94% above goal 94% above goal reported as narrative

Source: YouthWorks Administrator and Philadelphia Works analysis of program data; numbers are cumulative yearto-date; common measures reported by Center for Workforce Information & Analysis at PA Department of Labor & Industry. *The number is likely to be underestimated as only July and August data were available for WIA programs. © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Financial Controls This set of metrics tracks funds to ensure that programs are sufficiently supported and active. WIAfunded contracts include cost reimbursement and performance reimbursement. TANF-funded contracts include cost reimbursement, performance reimbursement, and youth wages. Philadelphia Works reports these metrics. Given some changes in the accounting systems tracking the activity of the YouthWorks Administrator, we will finalize the numbers for program year 2014 in the next board book. $825,550 in WIA funding were underspent in program year 2013 and carried over to the program year 2014. OVERVIEW OF YOUTH SYSTEM FINANCES IN PROGRAM YEAR 2014 AND WORKREADY SUMMER 2014 Proposed Expended Percent of Active YouthWorks Budget Part. Budget Year-toWIA Year-Round Programs $5,266,300 $366,338 7% 301 TANF E3 Centers & Support Services $4,856,430 $863,162 18% 361 TANF-funded WorkReady Summer 2014 $3,006,544 $3,006,544 100% $2,204 Note: WIA and E3 Center funding shown is for program year 2014. Only TANF funding for WorkReady Summer 2014 is shown. The full report on summer programs is included in the last section of this report.

YOUTH SYSTEM BUDGET WIA AND TANF YEAR-ROUND FUNDS IN PROGRAM YEAR 2014

Source: Philadelphia Works analysis of fiscal data. Reported funding includes youth wages.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

OVERVIEW OF YOUTH SYSTEM FINANCES: WIA PROGRAMS Cost Perf. Program Total Reimburs. Reimubrs. WIA GED-to-College (Out-of-School Youth) Budgeted $672,000 $168,000 $840,000 Expended $9,787 $0 $9,787 % Expended Year-to-Date 1% 0% 1% WIA Occupational Skills (Out-of-School Youth) Budgeted $1,376,000 $344,000 $1,720,000 Expended $95,614 $0 $95,614 % Expended Year-to-Date 7% 0% 6% WIA Youth Placement (Out-of-School Youth) Budgeted $69,440 $17,360 $86,800 Expended $0 $0 $0 % Expended Year-to-Date 0% 0% 0% WIA Industry Pipeline (In-School Youth) Budgeted $577,200 $144,300 $721,500 Expended $24,678 $0 $24,678 % Expended Year-to-Date 4% 0% 3% WIA 21st Century Continuum (In-School Youth) Budgeted $1,518,400 $379,600 $1,898,000 Expended $236,259 $0 $236,259 % Expended Year-to-Date 16% 0% 12% Total WIA Budgeted $4,213,040 $1,053,260 $5,266,300 Expended $366,338 $0 $366,338 % Expended Year-to-Date 9% 0% 7% OVERVIEW OF YOUTH SYSTEM FINANCES: TANF PROGRAMS Cost Perf. Youth Program Reimburs. Reimubrs. Wages TANF E3 Centers and Supportive Services Budgeted $3,849,683 $754,760 $159,840 Expended $738,117 $92,084 $21,352 % Expended Year-to-Date 19% 12% 13% TANF CIS Start on Success Budgeted $92,147 n/a n/a Expended $11,609 n/a n/a % Expended Year-to-Date 13% n/a n/a Total TANF Budgeted $3,941,830 $754,760 $159,840 Expended $749,726 $92,084 $21,352 % Expended Year-to-Date 19% 12% 13%

Total $4,764,283 $851,553 18% $92,147 $11,609 13% $4,856,430 $863,162 18%

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

WIA Common Measures The Pennsylvania Department of Labor & Industry sets performance goals for local common measures as defined by the federal government. Common measures lag in reporting due to the follow-up period post exit in which participant accomplishments can be attained. WIA Common measures are shown on the page 6 of this report.

Program Year 2014 Performance and Trend Metrics In program year 2014, WIA program contracts run from July 1, 2014 through June 30, 2015 and E3 Centers contracts run from July 1, 2014 through June 30, 2015. Program year 2014 numbers are shown for July and August for WIA-funded programs as programs transitioned to a new data tracking system. E3 Center data include July, August, and September 2014.

Participants Served in Program Year 2014 All youth programs combined served a total of 662 youth in year-round programs, including WIA and TANF-funded programs (but not counting summer only programming). The chart below shows counts of active youth during the program year receiving services. UNIQUE ACTIVE PARTICIPANTS BY MODEL

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. Active participant metric is tracked for trends only â&#x20AC;&#x201C; it is not a contractual metric.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

WIA PROGRAM ENROLLMENT (%)

Source: YouthWorks Administrator and Philadelphia Works analysis of program data.

WIA in-school and out-of-school youth programs have a goal to serve 688 participants during the program year 2014 and enrolled 10 percent of slots during the first quarter. Out-of-school youth programs are expected to keep enrolling youth throughout the year and in-school youth are expected to fill most of the slots in the second quarter. WIA in-school youth programs run for two years and aim to retain 85 percent of students from the first to the second year. Retention rates for in-school youth programs will be confirmed in March 2015.

WIA Placement Provider Performance in Program Year 2014 WIA placement provider contracted to enhance job and educational opportunities for WIA out-of-school youth. Goals for WIA placement provider services are determined by funding available and varied across the program years. In program year 2013, WIA placement provider was contracted to work with at least 31 referrals to make 18 placements. In program year 2013, the youth provider placed 19 youth of 31 referrals made. In program year 2014, 2 young adults were referred in the first quarter. The majority of placements are expected to happen later in the program year.

WIA Program Outcomes in Program Year 2013 Program outcome metrics indicate how models perform towards goals resulting in common measures outcomes. Common measure outcomes reflect data through three quarters after the end of services for youth. Trend metrics were designed to provide more immediate feedback on performance of individual models.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

WIA PROGRAMS PLACEMENT INTO POSTSECONDARY EDUCATION, MIITARY, OR EMPLOYMENT: OUT-OF-SCHOOL YOUTH PROGRAMS IN-SCHOOL YOUTH PROGRAMS

WIA PROGRAMS DEGREE OR CERTIFICATION ATTAINMENT: OUT-OF-SCHOOL YOUTH PROGRAMS IN-SCHOOL YOUTH PROGRAMS

WIA PROGRAMS LITERACY GAINS (YOUTH WITH SKILL GAINS IN LITERACY, LANGUAGE, OR MATH)

Source: Youth Services Operator and Philadelphia Works analysis of program data. WIA program outcomes are tracked for trends only – these are not contractual metrics.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

E3 Center Active Caseload in Program Year 2014 E3 Centers maintained an average monthly active client caseload of 361 clients in the first quarter in program year 2014, above the performance goal. E3 CENTER CLIENT ACTIVE CASELOAD

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. E3 Center active caseload is a contractual metric.

E3 Center Performance Outcomes in Program Year 2013 E3 Center youth receive services until they overcome barriers to employment or education. In program year 2013, 59 percent of youth were placed into postsecondary education, military, or employment; 60 percent of youth achieved degrees or certifications, and 28 percent had gains in literacy, language, or math. Outcomes are determined as the percent of youth with a successful outcome to a stated goal for that group of youth.

E3 YOUTH PLACEMENT INTO POST SECONDARY EDUCATION, MILITARY, OR EMPLOYMENT

YOUTH DEGREE/CERTIFICATION ATTAINMENT

Source: Youth Services Operator and Philadelphia Works analysis of program data; numbers are cumulative yearto-date. E3 Center program outcomes are contractual metrics.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

NUMBER OF E3 CENTER YOUTH WITH SKILLS GAINS IN LITERACY, LANGUAGE OR MATH

Source: Youth Services Operator and Philadelphia Works analysis of program data; numbers are cumulative yearto-date. In PY2012 definition of the metric changed from literacy gains in one grade level to one EFL (educational functioning level), equivalent to two grade levels to align with WIA standards.

Status of Youth Enrolled in Program Year 2014 In this section we track the status of youth enrolled in programs starting with current program year. • The majority of WIA out-of-school and in-school youth programs are remaining active as the programs are just enrolling new students. • 13 percent of E3 Center youth have achieved positive outcomes in the first quarter. The percent of youth with negative exits is similar to the previous year’s levels. STATUS OF YOUTH ENROLLED IN PROGRAMS DURING FIRST QUARTER OF PROGRAM YEAR 2014 E3 Center Youth Status Exclusions Unsucessful Other/Neutral Positive Remaining Active Total

Out-Of-School Youth Status Exclusions Unsucessful Other/Neutral Positive Remaining Active Total

Count

Percent Count Percent PY2013 PY2014 4 1.7% 27 7.5% 54 23.4% 98 27.1% 8 3.5% 16 4.4% 12 5.2% 45 12.5% 153 66.2% 175 48.5% 231 100.0% 361 100.0%

Count

PY2014 STATUS

Percent 1 1.5% 1 1.5% 0 0.0% 5 7.6% 59 89.4% 66 100.0%

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. Status of youth enrolled is only tracked for trends – it is not a contractual metric. In-School youth programs include TANF funded CIS SOS youth. Data on WIA-funded out-of-school and in-school programs are not available for first quarter of PY2013. © 2014 Philadelphia Works| All rights reserved.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

In-School Youth Status Exclusions Unsucessful Other/Neutral Positive Remaining Active Total

Count

Percent 0 0.0% 0 0.0% 0 0.0% 0 0.0% 235 100.0% 235 100.0%

YouthWorks Administrator Program Management and Oversight Metrics Program management and oversight metrics track the YouthWorks Administrator technical support activities. These metrics include narrative reports on technical assistance delivered to subcontractors and employer and youth customer satisfaction survey results. YouthWorks Administrator started tracking technical assistance starting with the first quarter of program year 2013. Youth and employer customer satisfaction surveys are available for youth served during the summer 2014. At this time, youth surveys are administered only to youth participating in the TANF-funded WorkReady Summer programs. We show the percent of youth reporting a satisfying or highly satisfying experience in the program. Employer surveys are sent to coordinators at each work site participating in WorkReady programs. The percent below indicates sites reporting that they were satisfied with their program experience. YOUTH SATISFACTION

EMPLOYER SATISFACTION Goal: 85%

Goal: 90% 100%

97%

96%

97%

94%

100%

80%

60%

40%

20%

98%

95%

97%

99%

PY2010

PY2011

PY2012

PY2013

0% PY2010

PY2011

PY2012

PY2013

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. In PY2013 youth and employer satisfaction surveys were based on 1,322 and 1,407responses with response rates at 33 and 47 percent respectively. Youth and employer satisfaction are contractual metrics

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

TECHNICAL ASSISTANCE DELIVERED TO YOUTH PROGRAMS IN FIRST QUARTER OF PROGRAM YEAR 2014 Hours of # of Staff Technical Assistance Training Trained First Quarter In-School Programs 16 12 Out-of-School Programs 24 15 WIA Placement Provider 6 5 External and System-Wide 36 137 Total 82 169 Source: YouthWorks Administrator analysis of training and technical support data. Number of staff trained might include staff attending more than one training. Technical assistance report is a part of contractual performance measures.

Much of the YouthWorks Administrator’s (PYN) work in the first quarter entered around providing technical assistance to providers in the areas of enrollment, participant eligibility and PYRAMID user set up and support. In addition, PYN worked with providers to ensure and support their understanding of the state data entry system as the data entry for WIA programs shifted from PYRAMID to the state case management systems. PYN also hosted the Pennsylvania Family Support Alliance in facilitating two trainings in recognizing and reporting child abuse and neglect for the PYN provider network. A partnership grant with the Philadelphia Education Fund led to 46 principals and assistant principals being trained in early warning indicators and by working in partnership with the School District, Philadelphia Academies and Education Development Center PYN was able to kick off a year long, intensive, cohort professional development model called the Innovators Institute with a three day learning retreat during the summer. That group will meet monthly until June 2015. Finally, during the first quarter PYN garnered a total of 814 views of weekly tips, strategies and resources blog “Try it Tuesdays”.

Build Pipelines for Philadelphia Residents of All Ages This section provides an update on the ways the YouthWorks Administrator works with the WIA Adult Operator to support youth programs and establish mechanisms for youth to transition into the adult system. As part of the ongoing efforts to build youth interest in the Advanced Manufacturing industry, the Southeast Regional Workforce Development Partnership is launching a co-op internship for students enrolled in Career and Technology Education during the School District of Philadelphia’s spring semester. Funding for this opportunity is provided by the Jobs First PA grant.

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

Report on WorkReady Summer 2014 WorkReady Summer Employment models offer educationally-enriched work opportunities to in-school and out-of-school youth ages 14-21. Participants complete a six-week (120 hour), paid work experience in one of the three program models: service-learning (a teaching and learning strategy in which youth address real-world issues that are relevant to their community), work experience (a model designed to expand work competencies for youth with limited work experience), and internships (a model offering advanced work experiences for youth with prior leadership and work history). Career exposure pilot supported by leveraged private funding was added in the summer 2014. Reports on WorkReady Summer programs are provided only once a year in December. While trends on program enrollment are shown below, slot levels depend on the availability of funds. Retention and completion of TANF-funded youth slots is a performance metric for WorkReady Summer programs. Other metrics are tracked to monitor trends. • •

• • •

7,260 youth were served during WorkReady Summer 2014, 2,204 youth in TANF-funded programming and 5,056 youth in programs funded by leveraged sources. 24 percent of slots were invested in service learning, 49 percent in work experience, 24 percent in internships and 4 percent in career exposure pilot program. All available slots were fully enrolled. On average, 86 percent of youth served completed the program. The YouthWorks Administrator procured 1,960 business sector- invested work experiences – the highest since the start of WorkReady programming. 86 percent of youth participating in TANF-funded WorkReady Summer completed the programs.

SUMMARY OF WORKREADY SUMMER 2014 FUNDING SOURCES

Program Year 2014: July 1, 2014 through September 30, 2014: Quarter 1

RETENTION (COMPLETION) RATE OF TANF-FUNDED WORKREADY SUMMER YOUTH (%)

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. Completion rate is a contractual metric.

WORKREADY SUMMER YOUTH ENROLLMENT WORKREADY SUMMER YOUTH RETENTION

Source: YouthWorks Administrator report on WorkReady Summer. WorkReady Summer youth enrollment is only tracked for trends – it is not a contractual metric.

Philadelphia Works Support Staff: Team members contributing to the production of this book Mark Edwards, President & CEO Lance Adami, Trainer Barbara Allen, Director of Industry Partnership & Business Engagement Marsh Burke, Executive Assistant to the President Lori Carter, Manager of Programs (Youth) Markisha Evans, Research Assistant & Coordinator Maura Febbo, Executive Assistant Johnetta Frazier, Manager of Training Denise Givens, Client Support Specialist Swanie Goldsmith, Manager of Client Services Sue Hoffman, Senior Associate Heloise Jettison, Manager of Programs (EARN) Lisa Johnson, Client Support Specialist Jamece Joyner, Manager of Programs (WIA) Susan Kirby, Director of Workforce Strategies Suzanne Krasnisky, Director of Human Resources Samea Lim, Senior Policy Associate Maria Morton, Employee Services & Benefits Coordinator Brian Oglesby, Industry Partner & Business Engagement Specialist Joseph Onorato, Vice President & Controller Rachel Polisher, Special Assistant to the Executive Department Dale Porter, Senior Vice President & CFO Rita Randall, Executive Assistant & Board Support Melissa Rivera, Manager of Information Management Services Sharon Riley, Compliance Officer Meg Shope Koppel, Senior Vice President, Research, Policy and Innovation Shirley Vandever, Senior Researcher of Data Systems Anastasia Vishnyakova, Senior Research Analyst Nancy White, Outreach & Engagement Manager Gail Winkle, Executive Assistant Youth services are administered by the Philadelphia Youth Network Our WIA Title I Provider of Adult and Dislocated Worker Services is Public Consulting Group with their partner JobWorks Our Philadelphia EARN Services are delivered at the following centers: Career Team, 1617 JFK Boulevard, 9th Floor (Temporary relocation from 2nd floor) EDSI West, 5070 Parkside Avenue, Suite 2500 Impact, 2701 N. Broad Street JEVS, 1952 East Allegheny Avenue ENPWDC, 4231-61 N. 5th Street People for People, 800 N. Broad Street

One Penn Center at Suburban Station 1617 JFK Boulevard, 13th Floor Philadelphia, PA 19103 P: 215-963-2100 F: 215-567-7171 www.philaworks.org