HWS Board Meeting Thursday, June 25, 2015 8:00am HWS - American Job Center 5752 Ames Avenue, Omaha NE 68104 Agenda Mission: To promote and develop a workforce system that is responsive to the needs of business and career seekers resulting in economic prosperity I. Call to Order Angela Jones II. Roll Call Terry McMullen III. Notice of Publications/Conflict of Interest Terry McMullen IV. Budget Discussion A. HWS Budget* Rod Anderson V. HWS Operations A. Finance Committee Rod Anderson/Michael Phillips 1. Dashboard Michael Phillips 2. Hiring a Consultant for the RFP* Rod Anderson 3. Youth Spending Update Justin Dougherty 4. Omaha Gives! May 20, 2015 Liz Cook B. Performance Committee Jean Petsch 1. WIA Performance Dashboard Jean Petsch 2. Common Intake Data System Erin Porterfield VI. Goodwill Contract Addendum* VII. NDOL CONNECT Connecting Nebraska s unemployed with training Stan Odenthal and careers in the IT industry VIII. IX. XI. XII. Leading convening and aligning to build an effective workforce system A. Board Strategic Plan Angela Jones Helping individuals remove barriers and develop skills to gain meaningful employment A. Douglas County Offender Employment Specialist Delayed Erin Porterfield B. City of Omaha Grant - $400,000 Update Public Comment Workforce Investment Act (WIA) Monitor Reviews 1 1
A. The PY14 Youth, Adult, & DLW Reviews were completed. Corrective action has been addressed; follow-up will continue. B. Resolution of the PY14 Procurement Review was received from the State Monitor 5-29-15. C. Fiscal Review results from the State Monitor are pending. Requested materials were submitted on 5-29-15. D. Federal Review for the State will be held July 15 th 17 th. E. The Quarterly Board File Review is underway. XIII. Adjournment Angela Jones XIV. Next Meeting HWS Executive Committee Meeting Tuesday, July 28, 2015 8:00a.m. HWS-American Job Center 5752 Ames Ave, Omaha, NE 68104 HWS Board Meeting Thursday, August 27, 2015 8:00a.m. HWS-American Job Center 5752 Ames Ave, Omaha, NE 68104 *Action Items An Equal Opportunity Employer/Program Relay Services are accessible by TTY by dialing 1-800-833-7352 (TTY) and hearing callers may dial 1-800-833-0920 (VOICE) If auxiliary needs or reasonable accommodations are needed, please contact Heartland Workforce Solutions, dknerr@hws-ne.org or phone (402) 218-1166. Conflict of Interest As defined by 29 USCA 2832 A member of a local board may not (1) vote on a matter under consideration by the local board (A) regarding the provision of services by such member (or by an entity that such member represents); or (B) that would provide direct financial benefit to such member or the immediate family of such member 2 2
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Program Goals Measure Performance WIA Youth PY14 90% Monthly PY14 YTD PY13 YTD Comments Placement in 71.7% 64.5% Employment or 71.6% 84.2% Current success is meeting the goal! Education 68.0% 61.2% Degree or Certificate 69.8% 78.5% Significantly exceeding the goal! 60.6% 54.5% Literacy & This is a "real-time" measure & is now 62.8% 60.2% Numeracy exceeding the goal. % of Negotiated Aggregate 102.1% 120.5% Overall average exceeds 100%! 142 128 New Participants 14 134 79 Enrollments are on-track for the year. WIA Adult WIA Dislocated 72.0% 64.8% Entered Employment 70.2% 70.4% 88.0% 79.2% Retention Rate 81.5% 81.3% $ 11,358.00 $ 10,222.20 Average Wages $ 12,021.00 $ 11,825.87 % of Negotiated Aggregate 98.6% 101.7% 190 171 New Participants 17 174 141 89.0% 80.1% Entered Employment 60.0% 86.7% 94.0% 84.6% Retention Rate 90.3% 96.8% $ 16,182.00 $ 14,563.80 Average Wages $ 14,277.00 $ 16,204.53 % of Negotiated Aggregate 83.9% 100.2% 49 44 New Participants 1 27 21 13 Wage hits have helped this measure to increase. Wage hits have helped increase this measure. Wage information is now for 3rd quarter & is exceeding 100%. The overall aggregate is currently above 90%. Enrollments are on-track to meet the goal for the year. Wage hits may help increase this measure but unlikely to meet goal. Wage hits have helped this measure reach 90% of goal. Wage data is now for 3rd quarter & is below 90% for passing this measure. The overall aggregate is currently below 90%. Enrollments were lowered due to the fund transfer. Monthly & yearly goals are not being met.
NOTE: For this report, performance projections are through 4th quarter PY14 & enrollments are for the month of May & YTD PY14. *Program Year (PY) runs from July 1 through June 30 of each year. Performance Measures Definitions: Entered employment (Adult & DLWs) Those counted in this measure include anyone who was not employed at the time they were assigned a participation date and who have not received some type of exclusion from participation such as being institutionalized, deceased, medical/health, etc. A success is someone from this group who is employed in the first quarter after they have exited (completed) the program. Average Earnings (Adult & DLWs) The actual dollar amount of wages earned by an individual during the second and third quarter after they were exited from the program. The amount earned comes from the Nebraska Department of Labor s Unemployment Insurance system and so to count in this measure, the individual would need to be in a job that reports to this system. Those counted in this measure are those who had wages reported in the first quarter after exit. Employment Retention (Adult & DLWs) this measure includes individuals who were employed in the first quarter after their exit and who did not receive an exclusion from participation such as being institutionalized, deceased, medical/health, etc. A success is someone who is then also employed in the second and third quarter after their exit. Placement in Employment or Education This measure includes any youth who was not in post-secondary education or employment at the time they were assigned a participation date and who did not receive an exclusion from participation such as being institutionalized, deceased, medical/health, etc. A success is a youth who is employed or enrolled in post-secondary education and/or advanced training/occupational skills training in the first quarter after their exit. Attainment of a Degree/Certificate (Youth) This measure includes anyone who enrolled in education either at the date of participation or at any point during the program and who did not receive an exclusion from participation such as being institutionalized, deceased, medical/health, etc. A success is a youth who attains a diploma, GED, or approved certificate by the end of the third quarter after they exit. Literacy/Numeracy This measure includes out-of-school youth who are determined to be basic skills deficient (math or reading skills are at or below the 8 th grade level) and who did not receive an exclusion from participation such as being institutionalized, deceased, medical/health, etc. A success is a youth who increases one or more educational functioning levels during the year(s) they are in the program. Performance Goals: Meeting the PY goal at 100% makes us eligible for incentive funding if the State meets 100% in the aggregate for each performance measure. We are compliant if we meet 90% of the PY goal in both the aggregate and each individual measure. 14
Heartland Workforce Solutions, Inc. 5752 Ames Ave. Omaha, NE 68104 402 218 1163 Workforce Investment Act Adult, Dislocated Worker and Youth Programs And One Stop Operator Contract Agreement for Activities and Services From Goodwill Industries Serving Eastern Nebraska and Southwest Iowa Cost Reimbursement Contract Contract # 01 2013, Extension 2 Contract #02 2013, Extension 2 Extension from July 1, 2015 through June 30, 2016 1 15
Goodwill Contract Extension Addendum Areas of Focus for the Extension Year July 1, 2015 June 30, 2016 Performance Goodwill will utilize a new data system and transfer past and current WIA and One Stop related data to the new system. Increase Data Validation accuracy, both in the file reviews noted in the NDOL Program Monitor s report and the quarterly reviews conducted by HWS. Corrections needed are to be submitted within 14 days of receipt of the report. Within 30 days of that response, corrections/updated documentation is to be sent to HWS Director of Operations. If documentation is not received, any associated costs will be considered disallowed. When Youth Program caseloads fall below goal range of 50 55 participants per Career Specialist, or when the Adult Services (Adult & Dislocated Workers combined) caseloads fall below a range of 60 65 participants per Career Specialist, then steps must be taken to initiate right sizing. This will include preparation of a written corrective action plan within 30 days of determining the low caseload size that should outline action steps to be taken to increase the participant to Career Specialist ratio. When the caseloads fall below the goal range, caseload reports will be provided twice per month to HWS staff. When caseloads are within the goal range, caseload reports are presented once per month. Initiate and report aggressive measures to enroll Dislocated Workers, no less than once per month. Hold training sessions with staff at least once a month to include arranging for outside speakers to present information on their program(s) as well as direct training to assist staff more effectively work with participants and be successful in meeting program outcomes. Finance Use data to drive decision making for budget changes and program adjustments. Provide the data used when submitting the changes/adjustments. Timely response to document review problems. Initial response to the Document Review findings is to be submitted within 14 days of the date sent. Within 30 days of that response, corrections/updated documentation is to be sent to HWS Finance Officer. If documentation is not received or a request for extension is not received, the costs will be considered disallowed. All extension requests must be in writing and be received before the 30 day deadline. Direct spending for the In School Youth (ISY) and Out of School Youth (OSY) will be based on actual funds expended on participants, the appropriate proportion of the Education Specialist, Youth Business Outreach Specialist, and Business Outreach Coordinator s salaries, and no more than 75% of the Youth Career Specialists salaries and fringe benefits. The Direct to Indirect spending ratio should be no less than 60/40 with at least 45% of the 60+% direct cost for actual services or incentives going to the youth participants for the separate ISY and OSY programs. This will be monitored on a monthly basis. Spend 80% of funds annually. Room rental goal will be $7,500. It is the responsibility of the One Stop Manager to deliver a signed contract to HWS on or before the date of the event. Collaboration 16 2
Increase collaborative communication about, but not limited to, items such as requested reports, report analysis and American Job Center /WIA/WIOA staffing, partner changes, and room rental contracts. Increase effectiveness of Building and Partner Committees and Business and Workshop Committees. Facilitate group development of goals, objectives and outcomes. Increase use of Goodwill staff association with HWS and the American Job Center, both verbal and written. To include, but not limited to media interviews, publications, and incident reports. Work together with HWS on fund raising to compliment programs. Receive, incorporate and report back on feedback or inquiry from the WDB Performance Committee and Youth Council. Workforce Innovation and Opportunity Act (WIOA) Follow all new policies set on the Federal, State, and Board levels regarding WIOA. These include but are not limited to: Follow the new enrollment guidelines for ISY, OSY, Adult, and DLW Ensure that at least 75% of the PY15 WIOA youth funds are spent on OSY Ensure that at least 20% of the PY15 WIOA youth funds are spent on work based learning opportunities as defined in the policies, not to include staff costs Develop a plan to work with incumbent workers as defined in the policies; add this as a line item to the budget Assist in development of the Local Plan and revisions as needed Re assess the One Stop Center network, delivery system, and partner programs and assist with establishing, and meeting, criteria for certification CONTRACT SIGNATURE PAGE Contract # 01 2013; Extension 2 and #02 2013 Extension 2 Contractor Name (GRANTEE): Goodwill Industries Serving Eastern Nebraska and Southwest Iowa Contact Person: Linda Kizzier, Vice President Employment and Training Address/City/State/Zip: 4805 North 72 nd St., Omaha, NE 68134 Phone Number: 402 231 1929 Type of Organization: Non Profit Period of Contract: July 1, 2015 through June 30, 2016 Effective Date: Original contract dated July 1, 2011; extension effective July 1, 2015 Statement of services to be provided: See original contract and revised Statement of Work with Performance Metrics (attached) Payments under this Contract shall not exceed: Funding title/sources: Adult $1,009,148.55 Dislocated Worker $ 774,492.76 Youth (Older & Younger) $1,033,198.36 Navigator/One Stop Manager $ 131,273.74 Type of Contract: Cost Reimbursement Subgrant 3 17
Heartland Workforce Solutions, Inc. (Grantor) and Goodwill Industries (Grantee) enter into this Contract Agreement Extension for the purpose of providing services for the benefit of WIOA/WIA eligible persons. This Contract Agreement Extension is a cost reimbursement agreement in accordance with applicable federal and state law. The GRANTEE shall operate as a sub grant recipient of Workforce Innovation and Opportunity Act (WIOA)/Workforce Investment Act Programs and/or other funds allocated to the Greater Omaha Workforce Area, as defined in the WIOA and WIA legislation, applicable federal and state laws and regulations, and applicable grant documents. The covenants of the GRANTEE include: to abide by and adhere to all provisions of this Contract Agreement and Extension for Activities and Services, including such provisions as may be incorporated herein or attached hereto within the period of this Contract. The covenants of the GRANTOR include: the reimbursement of the GRANTEE within the terms and conditions of this Contract for authorized expenses incurred or service rendered in the implementation of the functions delineated herein with the period of this Contract, subject to allowability under WIOA/WIA. THIS CONTRACT AGREEMENT, ATTACHMENTS AND SIGNATURE PAGES CONTAIN THE ENTIRE AGREEMENT BETWEEN THE PARTIES AND SUPERSEDES ANY AND ALL OTHER AGREEMENTS OR UNDERSTANDINGS, ORAL OR WRITTEN. EXCEPT IN THE CASE OF A WRITTEN AMENDMENT SIGNED BY BOTH PARTIES, IF ANY LANGUAGE FOUND IN AN ATTACHMENT TO THIS AGREEMENT CONFLICTS WITH ANY LANGUAGE ACTUALLY SET OUT IN THE BODY OF THIS AGREEMENT, THE LANGUAGE ACTUALLY SET OUT IN THE BODY OF THIS AGREEMENT SHALL CONTROL SIMILARLY, IF ANY LANGUAGE FOUND IN ANY ATTACHMENT BESIDES THE STATEMENT OF WORK ATTACHMENT CONFLICTS WITH THE STATEMENT OF WORK ATTACHMENT, THE LANGUAGE OF THE STATEMENT OF WORK ATTACHMENT SHALL CONTROL. In signing, both parties acknowledge that they have received and read the foregoing and understand the terms and conditions which are contained herein. IN WITNESS WHEREOF, the parties have hereto affixed their signatures as indicated. Angela Jones, HWS WDB, Board Chair Date Frank McGree, President & CEO, Goodwill Industries Date 18 4
Nebraska s Ready-to-Work IT Partnership Program At a glance. Areas Served by Grant: Omaha Metro Area initially with planned statewide expansion to follow Targeted Industry/Occupations: Information Technology occupations throughout all industries Total Grant Award: $9.1 million Services offered: $2.7 million in-class training funds, support services, and the development of a statewide virtual tutoring environment. Timeframe: November 1, 2014 to October 31, 2018 Estimated Participants Served: 470 Estimated Participants receiving a Degree, Credential, or Certificate: 230 Estimated OJTs & Paid Internships: 135 Connecting Nebraska s unemployed with training and careers in the IT industry Nebraska s CONNECT project is a partner-driven strategy that focuses on the reemployment of long-term unemployed workers and creates a systems reform effort to bridge the skills and education gaps between the available workforce and employment positions in the Information Technology (IT) industry. In collaboration with leading employers in the IT field, the Nebraska Department of Labor (NDOL), Metropolitan Community College and the University of Nebraska Omaha are partnering together to improve Nebraska s ability to educate, train, and recruit a qualified workforce that meets Nebraska s current and future IT industry needs within an ever-changing industry-driven economy. This partnership will leverage resources and gain industry input to create an integrated service model that will allow for maximum enrollment of the long-term unemployed. Through a combination of education and work-based training programs, this program will help to provide a structured training opportunity in which participants gain the knowledge, competencies, and credentials necessary to be successful in the IT industry. Populations to be Served: 85% of participants will be long-term unemployed (27 weeks or longer) Employer Partners: Several major employers in and around the Omaha Metro Area Contact Info: ndol.connect_grant@nebraska.gov 19
Heartland Workforce Solutions Concept for Addressing High-Poverty, Low-Employment Neighborhoods in Omaha June 15, 2015 PROBLEM STATEMENT Omaha is navigating the complexities of a shifting economy. As high-tech industries like IT, healthcare, advanced manufacturing and energy evolve, grow and dissolve, employment trends reflect rising disparities as individuals face challenges seeking new career paths. Many of the jobs our community has lost are not coming back, and the job seekers must adjust their skills to qualify for new jobs, some that did not even exist when they were in high school. Meanwhile, poverty escalates, with over a dozen Omaha zip codes reflecting poverty rates far exceeding Omaha s average of 11.3%. While high rates of poverty in these areas among those without high school degrees are not surprising, rates of poverty as high as 30% among those with some college and as high as 23% among those with Bachelor s degrees or higher 1.point to underemployment / unemployment and a misalignment of education and workforce training with employers needs. But how can applicants, discouraged by vague rejections, identify the strengths and weaknesses in their job skills and hone them to secure the jobs they need to provide for their families and break the poverty cycle? BUILDING A STRONG APPLICANT POOL TO ALLEVIATE POVERTY Heartland Workforce Solutions proposes to bridge the gap between the workforce pipeline s impoverished applicants and our city s employers through an evidence-based workforce training system designed to assess and enhance participants skills. By implementing a nationally-recognized credential that is both portable and applicable across all economic sectors, we can establish a common language that narrows the communication gap between job seeker and business. Ultimately, this system has potential to match skilled labor to potential employers, and through this employment decrease poverty and unemployment in Omaha. We would be collaborating with Metropolitan Community College to administer testing for the National Career Readiness Certificate (NCRC), a credential recognized by employers across the country and backed by the reputation of ACT Inc., originators of the ACT College Readiness Assessment. This credential verifies cognitive skills in problem solving, critical thinking and many other areas pertaining to work-related aspects. Applicants will use this system to assess and present their skill levels in a language that employers understand and value. With a common assessment for career readiness, applicants can readily recognize areas where they could improve or even add additional skills. The follow-on KeyTrain training allows job seekers to complete education components tailored to the areas the NCRC identifies, so they can improve their NCRC scores and increase their career readiness for their fields of choice. We are working with community coordinators in South Omaha to identify ways non-english speaking workers can participate in NCRC opportunities. POTENTIAL IMPACT AREAS This program provides opportunities to collect data that can serve as a springboard for decision-making regarding areas of high poverty and unemployment. Data collection points include: # of people taking the NCRC test # of people taking the NCRC test by zip code # of people at each testing level # of people taking KeyTrain components # of people taking KeyTrain by zip # of people increasing a level with KeyTrain # of people getting jobs Comparison of income at start of program and after gaining employment 1 Poverty rates by zip code provided by Nebraska Department of Labor using ACS 2013, 5-Year datasets. 1 20
Heartland Workforce Solutions Concept for Addressing High-Poverty, Low-Employment Neighborhoods in Omaha Heartland Workforce Solutions proposes to spearhead this effort with a Program Coordinator dedicated to engaging businesses to creatively recruit talent from high-poverty / high-unemployment areas. In addition, the Program Coordinator will educate business leaders on benefits associated with the NCRC, use of results to meet their needs, and inclusivity / diversity practices to reduce poverty and unemployment. A Navigator will guide job seekers from the targeted areas along their quest for career readiness, while a Service Coordinator engages community leaders and agencies already working in the high-poverty / unemploymentstricken zip codes, including the Urban League and the One Stop job center. In addition, the Service Coordinator will convene meetings among workforce partners to understand what is working, identify gaps in serving people in North and South Omaha, and develop collective solutions. The Service Coordinator will also work with participants to determine eligibility for programs and ensure they connect with reinforcing services like Heartland Workforce Solutions support for developing referrals, resumes, and job searches. A Program Monitor will oversee data collection, evaluation, program authenticity, and partners compliance. In addition to contracting with Metropolitan Community College (MCC), Heartland Workforce Solutions (HWS) has received the Greater Omaha Chamber of Commerce s support for the NCRC/KeyTrain concept and for the strategy of targeting job seekers from high-poverty/unemployment zip codes. Douglas County is presenting to the Board of Commissioners to budget for our NCRC services. Memorandums of Understanding will guide how HWS works with each partnering organization. Figure 1 illustrates generalized services and collaborative roles. Since the availability of skilled labor is a major factor in helping business executives and economic development consultants identify the best locations for expansion and relocation, this program has potential for increasing jobs. It shows particular promise among people who are ready to work but can t connect to employment. We appreciate your considering this opportunity to provide focused education and training needed to establish a credentialing system accepted by employers and applicants in the Omaha area. 2 21
Heartland Workforce Solutions Concept for Addressing High-Poverty, Low-Employment Neighborhoods in Omaha OUTCOMES Objective 1: 1,000 people by the end of Year 1 will complete the NCRC credential, 50% coming from within the targeted high poverty/unemployment zip codes. Objective 2: 500 people by the end of Year 1 will use KeyTrain components to improve their NCRC scores, 50% coming from within the targeted high poverty/unemployment zip codes. Because poverty data lags by as many as two years, our metrics are based on participants data. However, ultimate outcomes of an on-going program promise to benefit the community and economic development in multiple ways, including to: Decrease unemployment rates Encourage businesses to stay in the community Increase the tax base through more profitable business partners Improve the quality of life for community residents TARGET ZIP CODES ZIP CODE UNEMPLOYMENT RATE POVERTY % BY ZIP CODE Potential Zip Codes Unemployment Rate 68110 22.5% 68111 19.0% 68108 12.3% 68112 12.3% 68131 12.3% 68105 11.4% 68107 10.7% 68104 9.8% 68113 8.8% 68117 8.1% Potential Zip Codes Below poverty level % below poverty level Total 68110 8289 3857 46.5% 68111 22704 9287 40.9% 68178 65 22 33.8% 68105 24036 6846 28.5% 68131 12936 3623 28% 68107 29542 7409 25.1% 68108 13939 3433 24.6% 68104 34507 6382 18.5% 68112 10656 1969 18.5% 68147 10281 1815 17.7% 68132 13634 2355 17.3% 68142 3187 551 17.3% 68034 1167 179 15.3% 68134 29521 4144 14% 68114 16946 2053 12.1% 68106 19981 2364 11.8% 3 22
Heartland Workforce Solutions Concept for Addressing High-Poverty, Low-Employment Neighborhoods in Omaha HEARTLAND WORKFORCE SOLUTIONS, INC. PROPOSED BUDGET FOR CITY OF OMAHA 3-Jun-15 PERSONNEL Itemization Subtotals Project Coordinator $45,000.00 Navigator $30,000.00 Service Coordinator $38,000.00 Program Monitor $20,000.00 FICA/MedFICA $10,174.50 Worker's Compensation $2,060.00 Unemployment Insurance $1,200.00 Health/Dental Insurance $20,511.83 Total Salaries & Fringe Benefits $166,946.33 DIRECT EXPENSES Rent $13,865.00 IT Support $3,984.00 Supplies $760.00 Travel/Mileage $2,250.00 Total Direct Expenses $20,859.00 INDIRECT COSTS/OVERHEAD Heartland Workforce Solutions @ 10% $18,682.13 $18,682.13 SUBCONTRACTOR - Metropolitan Community College 2 FT WorkKeys Coaches & Administration $115,000.00 NCRC- 1000 X $40/Test & Includes NCRC Plus $40,000.00 NCRC- Retesting ($6.50 X 700) $4,550.00 Test Preparation- $25/student x 1000 $ 25,000 $25,000.00 Testing Supplies $6,000.00 Licensing (2 people @ $1600 for KeyTrain Modules part of CareerReady 101) $3,200.00 Total Testing Subcontract Expenses $193,750.00 SUPPORTIVE SERVICES Transportation 500 people @ $50 $25,000.00 TOTAL $425,237.46 4 23
HWS Executive Committee & Board Meeting Schedule for 2015 2016 HWS American Job Center 5752 Ames Ave. Omaha, NE 68104 Date July 28, 2015 August 27, 2015 September 22, 2015 October 29, 2015 November 17, 2015 December 17, 2015 January 26, 2016 February 25, 2016 March 29, 2016 April 26, 2016 April 28, 2016 May 24, 2016 June 30, 2016 Time 8:00 am 9:30 am 8:00 am 11:00 am 8:00 am 9:00 am 8:00 am 9:00 am 8:00 am 9:00 am 8:00 am 9:00 am 8:00 am 9:00 am 8:00 am 9:00 am 8:00 am 9:30 am 8:00 am 9:00 am 8:00 am 12:00 pm 8:00 am 9:00 am 8:00 am 9:00 am Meet Type Executive Committee Full Board Strategic Planning Executive Committee Full Board Executive Committee Full Board Executive Committee Full Board Executive Committee Executive Committee Full Board Strategic Planning Executive Committee Full Board 24