1. Workforce Innovation Fund Grants Solicitation for Grant Application (SGA/DFA PY 11-05) Technical Panelist Orientation April 16, 2012

2. 2 2011 H-1B Technical Skills Training Grants Welcome to Workforce 3 One!

3. 3 2011 H-1B Technical Skills Training Grants Submitting Questions: Open Chat Drop-Down Menu  To submit a question, type the question in the text field and press your Enter/Return key. ‒ Please enter the name to whom the question is directed.  To send questions only to the presenters, select Presenters from the drop-down menu before pressing your Enter/Return key.  Change Text Size and Chat Color… Text Field

4. 4 2011 H-1B Technical Skills Training Grants  To submit a question, type the question in the text field and press your Enter/Return key. ‒ Please enter the name to whom the question is directed.  Your name and your question will appear on your screen, indicating successful submission.  Questions are directly transmitted to presenters—no other participants will see your questions. Submitting Questions: Closed Chat Text Field Gary, where can I find today’s PPT?

5. 5 2011 H-1B Technical Skills Training GrantsPractice In the Chat Room, please type the name of your organization, your location, and how many people are attending with you today.

6. 6 2011 H-1B Technical Skills Training Grants How To Participate in a Poll

7. 7 2011 H-1B Technical Skills Training Grants Access to Webinar Resources WEBINAR RESOURCES: Recordings and transcripts are available within 2 business days after the event.

8. 8 2011 H-1B Technical Skills Training Grants Presenters Presenters:  Gina King Wells, Workforce Analyst, Office of Workforce Investment  Ariam Ferro, Grants Management Specialist, Office of Grants Management

9. 9 2011 H-1B Technical Skills Training Grants Orientation Materials  Today’s PowerPoint Presentation  Panelist Excel Workbook  Conflict of Interest Form  Security of Proposals Form  Assigned Panel Information  Deliberation Schedule  Solicitation for Grant Applications and Amendment  Electronic Copies of Assigned Proposals POC: Ariam Ferro at 202.693.3968 or ferro.ariam@dol.govferro.ariam@dol.gov

10. 10 2011 H-1B Technical Skills Training Grants Role of Panelist  Review of the evaluation criteria  Review of each proposal based on the evaluation criteria and assigning a numerical rating for each criterion/sub-criterion  Documentation of your weakness statements for each criterion/sub-criterion to establish a clear relationship between the score awarded and the weaknesses identified  Finalizing weakness statements as a result of deliberation call  Submit the Excel Workbook for each application by email to the deliberation specialist within 24 hours after the deliberation call  Other considerations

11. 11 2011 H-1B Technical Skills Training Grants Performance Excellence Partners, Inc.  Performance Excellence Partners, Inc. (PEP) has been retained by DOL to identify and procure panelists. You will be working for PEP to perform the panel deliberations.  PEP will provide information by email on invoice instructions and payment.  Please direct questions to: –Linda Metchikoff-Hooker at PEP dolpanelists@pep8a.com; 714-374-1140 (office); 714-374-1120 (fax)dolpanelists@pep8a.com

12. 12 2011 H-1B Technical Skills Training Grants Role of the Deliberation Specialist  Ensure panelists receive a complete package of materials  Answer questions and concerns in a timely and professional manner  Facilitate calls to ensure a fair deliberation process  Ensure panel members are not pressured to change their ratings  Provide timely feedback to panelists if written evaluations are incomplete

13. 13 2011 H-1B Technical Skills Training Grants Overview of the Workforce Innovation Fund SGA

14. 14 2011 H-1B Technical Skills Training Grants Review and Selection Process Review and Selection Process Section V.C.  Two-Tier Process  Scoring is based on how applicants respond to the evaluation criteria in the SGA in sections V.A. and V.B.

15. 15 2011 H-1B Technical Skills Training Grants Eligible Applicants Eligible Applicants Section III.A.1 Eligible applicants  State Workforce Agencies  Local Workforce Investment Boards  Entities eligible for WIA Section 166 Grants  Consortia of State Workforce Agencies  Consortia of Local Workforce Investment Boards  Consortia of entities eligible WIA Section 166 Grants

16. 16 2011 H-1B Technical Skills Training Grants Eligible Applicants - Consortiums Eligible Applicants - Consortiums Section III.A.2 Special Requirements for Consortium Applicants  Each consortium must identify a lead applicant to serve as the grantee and have overall fiscal and administrative responsibility for the grant  Consortium agreements must be signed by each member  Only eligible entities may be members of the consortium

17. 17 2011 H-1B Technical Skills Training Grants Three Project Types Three Project Types (Section I.D) Integrating Evaluation into Grant Activities: Three Project Types  Project Type A: New and Untested Ideas  Project Type B: Promising Ideas  Project Type C: Adapting Proven Ideas

18. 18 2011 H-1B Technical Skills Training Grants Three Project Types Three Project Types cont’d. Project Type A – New and Untested Ideas  Construct a strong logic model demonstrating cost savings/cost effectiveness  Describe any prior implementation of the idea if the idea has been carried out in any manner  Proposals must range from $1-3 million; evaluation costs must be no more than 20% of total

19. 19 2011 H-1B Technical Skills Training Grants Three Project Types Three Project Types cont’d. Project Type B – Promising Ideas  Include positive evidence of past success  Proposals must range from $3-6 million; evaluation costs must be no more than 20% of total  Project Type B awardees may compete for follow- on grants for additional cohorts and longer participant follow-up plans

20. 20 2011 H-1B Technical Skills Training Grants Three Project Types Three Project Types cont’d. Project Type C – Adapting Proven Ideas  Provide compelling arguments for the need and potential for success in expanding the scale of the proposed service, product, and/or system change  Proposals must range from $6-12 million; evaluation costs must be no more than 20% of total  Project Type C awardees may compete for follow-on grants for additional cohorts and longer participant follow-up plans

21. 21 2011 H-1B Technical Skills Training Grants Application Components Applications will include the following for your review:  Standard Form (SF) 424  The SF 424A  Budget Narrative  Technical Proposal  Abstract, not to exceed three pages  A one-page graphic of the project’s logic model  Project/Performance Site Location Form(s)  Non-form letters, Memoranda of Understanding, and other documentation from key leaders and partners to demonstrate their support as described in Section V.1., Criterion 4 – “Strategic Leadership.” An application may also include:  A letter from the local WIB (if applicable)  A consortium agreement (if applicable)

22. 22 2011 H-1B Technical Skills Training Grants Technical Proposal The Technical Proposal is limited to:  25 double-spaced single-sided  8.5 x 11 inch pages with 12 point text font  1 inch margins Exception are consortia applicants, who are limited to 27 pages with the same requirements.

23. 23 2011 H-1B Technical Skills Training Grants Evaluation Criteria

24. 24 2011 H-1B Technical Skills Training Grants Evaluation Criteria Section V.A. CriterionPoints 1. Description of Problem or Issue 10 2. Strategic Approach and Logic Model 45 3. Work Plan and Project Management 20 4. Strategic Leadership 10 5. Performance Accountability Framework 15 6. Bonus Points for Consortium Applications 5 Total:105

25. 25 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.1 Description of Problem/Issue (10 points) 1.Clearly and convincingly articulate the problem (5 points) 2.Demonstrate the extent of the problem in qualitative and quantitative terms (5 points)

26. 26 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.2 Strategic Approach and Logic Model (45 points) 1.Goals and Outcomes (10 points) Better results for jobseekers and employers Greater efficiency in the delivery of quality services Stronger cooperation across programs and funding streams 2.Strategy and Logic Model (25 points) 3.Evidence Base for Strategy (10 points)

27. 27 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.3 Work Plan and Project Management (20 points) 1.Work Plan (12 points) Milestones Implementer(s) Timeline 2.Project Management (8 points) Professional qualifications Organizational chart Third party evaluator Past experience working with Tech Assistance & Evaluation How applicant will use data to manage grants Past performance

28. 28 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.4 Strategic Leadership (10 points) 1.Strategic Relationships and Leadership Buy-In (5 points) 2.Strategic Communication (2 points) 3.Integration into Formula-Funded Activities (3 points)

29. 29 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.5 Performance Accountability Framework (15 points) 1.Data Collecting and Reporting Provision of a comprehensive data collection approach Ability to distinguish between existing data that is already collected by the workforce system and any new data needed Demonstration that the data collected will be detailed Articulation of data that will inform indicators of success A Management Information System (MIS) to accommodate data A feasible method of measuring costs and/or efficiency Data system to manage and monitor grant activities

30. 30 2011 H-1B Technical Skills Training Grants Evaluation Criteria, con’t Evaluation Criteria, con’t Section V.A.6 Consortium Bonus Points (5 points)  Bonus points will awarded to consortium project applications.

31. 31 2011 H-1B Technical Skills Training Grants Overview of the Paneling Process

32. 32 2011 H-1B Technical Skills Training Grants Prior to deliberation call:  Read each proposal thoroughly without scoring  Review each proposal a second time against the evaluation criteria  Score each proposal against each criterion and sub-criterion  Prepare weaknesses for each criterion and sub-criterion to account for any reduction of points from the maximum available point value when scoring. Please note the page number and section of the proposal, if applicable, when referring back to specific information or details in the proposal For each criterion:  Weaknesses must be included if any points are deducted  The number and significance of weaknesses for each criterion should correspond directly to the score  Full and complete sentences to support the weaknesses for each criterion should be provided Paneling Basics

33. 33 2011 H-1B Technical Skills Training Grants  Applications should be assumed to start at 100 points  The number of points allotted to each evaluation criterion should be derived in accordance with the number of associated subcriteria and utilized consistently across all applications  As the proposal is read and weaknesses are documented, deduct a number of points appropriate to both the degree of the weakness and the point value associated with the relevant subcriterion Using Criteria to Justify Scores

34. 34 2011 H-1B Technical Skills Training Grants  When preparing weakness statements, please remember that the documentation is provided to assist the applicant in preparing future applications  All panelist comments will be compiled into one report; ensure statements are clear and concise to avoid any appearance of contradiction  Comments should be written with enough detail to stand alone  All comments should be objective and refer to specific evaluation criteria Documentation Tips

35. 35 2011 H-1B Technical Skills Training Grants  It appears…  It seems…  I believe…  The applicant claims…  The applicant should have…  If the applicant would have…  Questions (all questions and opinions must be captured under “Issues” or Comments”) Words or Phrases to AVOID

36. 36 2011 H-1B Technical Skills Training Grants Examples: Weakness Statements #336 Good Deeds Private Nonprofit WEAKNESSES:  The applicant did not provide adequate data and analysis to demonstrate a clear and specific need for federal investment in the proposed activities (see proposal: page 2, Statement of Need).  The applicant is missing a required partner (see proposal, page 12, Project Management and Organizational Capacity).  The proposed time commitment of the staff is not sufficient to ensure proper direction, management, and timely completion of the project (see proposal, page 13, Project Management and Organizational Capacity).  The applicant did not clearly demonstrate a results-oriented approach to managing participant data (see proposal, page 19, Outcomes and Deliverables).

37. 37 2011 H-1B Technical Skills Training Grants Panelist Rating Workbook

38. 38 2011 H-1B Technical Skills Training Grants

39. 39 2011 H-1B Technical Skills Training Grants

40. 40 2011 H-1B Technical Skills Training Grants

41. 41 2011 H-1B Technical Skills Training Grants Workbook Guidelines  Only enter whole numbers in the Workbook  Save your Excel Workbook in the following format: –Panel Letter, Panelist Last Name, Proposal #.xls (Example: Panel C, Smith,#10)  Only change the values in blue cells  To adjust zoom, select “View>>Zoom…” from the toolbar at the top of the screen  Save your excel workbook often [in order to not lose info in the event of computer outage or glitch]!!

42. 42 2011 H-1B Technical Skills Training Grants Deliberation Process  Before the deliberation call [panelist discussion facilitated by Deliberation Specialist]: Read the assigned number of proposals; score each criterion and sub-criterion; and prepare written weaknesses for each criterion and sub-criterion  During the deliberation call: Actively participate in the discussion  After the deliberation call: –Adjust weakness statements and/or scores, if discussion or additional information deems an adjustment appropriate –Submit documentation in the Excel Workbook to the Deliberation Specialist by e-mail within 24 hours Sample E-mail Subject Line: Smith, Rating Sheet, #1  Please note: the deliberation specialist will be reading the workbooks and will return them to the panelist for revisions/clarifications if needed

43. 43 2011 H-1B Technical Skills Training Grants Deliberation Schedule  Panelists will have three deliberation calls during the paneling period  Deliberation Specialists will provide conference call number and pass code that will be used for the deliberation calls  The first deliberation call is Wednesday, April 18 ; the first two proposals should be read and scored by the time of that call

44. 44 2011 H-1B Technical Skills Training Grants What’s Next!

45. 45 2011 H-1B Technical Skills Training Grants Please enter your questions into the Chat Room! Question and Answer Period

46. 46 2011 H-1B Technical Skills Training Grants Share Your Ideas with Your Peers! Share your demand-driven strategic plans, models, innovations, resources, and ideas! You have the option to submit content for review by uploading the resource or providing a link to the resource.

47. 47 2011 H-1B Technical Skills Training Grants Access to Webinar Resources WEBINAR RESOURCES: Recordings and transcripts are available within 2 business days after the event.

48. 48 2011 H-1B Technical Skills Training Grants Stay Informed, Get Connected!

49. 49 2011 H-1B Technical Skills Training Grants www.workforce3one.org For more information about the Workforce Investment System:  Visit www.careeronestop.orgwww.careeronestop.org  Call 1-877-US2-JOBS