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Reporting & Performance Quarterly Performance Reports  Narrative  Performance  Financial.

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Presentation on theme: "Reporting & Performance Quarterly Performance Reports  Narrative  Performance  Financial."— Presentation transcript:

1 Reporting & Performance Quarterly Performance Reports  Narrative  Performance  Financial

2 Data Collection 1 Part I: Data Collection 2 Part II: Data Processing and Reporting 3 Part III: Common Measures

3 Data Collection Process What matters in the end is: Completion, Performance, Results. Data Collection Data Processing Reports and Information

4 Reports & Information: Federal Requirements  Reporting requirements based on Uniform Administrative Requirements in 29 CFR Parts 95 and 97  Comparison of actual accomplishments with goals and objectives for the project  Reasons why established goals were not met and the planned corrective action(s)  Other pertinent information, including technical assistance needs, best / promising practices to replicate  In some cases, ETA has required reporting formats to use with established due dates.

5 Quarterly Performance  Quarterly reports are due to ETA no later than 45 days* after the end of each reporting quarter. *Some program exceptions (e.g., Youth & Prisoner Re-entry are both within 30 days). Reporting QuartersDue Dates July 1 – September 30November 14 October 1 – December 31February 14 January 1 – March 31May 15 April 1 – June 30August 14

6 Data Collection: What information to collect Start with grant proposal and grant award documents  Review goals, objectives, & expected outcomes for your grant  Review Work Plan, Service Delivery Flow Chart, Performance Measures, Project Deliverables & Outcomes, etc.

7 Performance Report Format  Title, grant number and reporting period  Update on leveraged resources and partnerships  Explanation and timeline of grant activities, outcomes, and deliverables / grant products  Technical assistance request(s)  Best/positive practice(s) and lessons learned  Common Measures

8 Individual Participant Information Participant contact and emergency contact information (e.g., name, address, telephone) Information to assess a person’s eligibility for the project (tailored to each grantee based on definition/information from the Statement of Work) EEO information (e.g., age, sex, ethnicity, race, and disability status) Veteran’s characteristics and status

9 Participant Information  Education information (e.g., highest school grade completed)  Employment status at enrollment and past/current employment information  Information about supportive service needs and additional reportable characteristics (e.g., transportation, child care, offender, runaway, low income, single parent, etc.)

10 Services To Individual Participants Types of services in which the participant is enrolled Participation or service enrollment dates Service completion dates Training provider information

11 Participant An individual determined eligible to participate in the program who receives a service funded by the program in either a physical location (e.g., One-Stop Center) or remotely through electronic technologies.  You need to determine what services trigger participation in your grant  You may need to capture information about services provided remotely

12 Exiter  A participant who has NOT received a program or partner-funded service for 90 consecutive days and no future services are scheduled = EXITER  For example, if a participant completes training on 2/13/2009 and planned to take one additional specialty course but then failed to do so, the exit date would be retroactive to 2/13/2009.

13 Participation & Exit Participation Date First Service Last Service Exit Date 90th Day of Inactivity Exit Reported

14 Common Measures  Entered Employment Rate  Employment Retention Rate  Average Earnings

15 Common Measures  Each measure is based on a specific cohort Not all participants will be included in each of the measures; calculations are based on a specific measurement cohort Example: only those participants not employed at participation are part of the Entered Employment Rate; those who are employed at participation are not part of the calculations  Specific data sources must demonstrate the outcomes

16 Entered Employment Rate Number Employed in 1 st Quarter after Exit ____________ divided by _____________ Number Not Employed at Participation

17 Employment Retention Rate Number Employed in 2 nd & 3 rd Qtrs after Exit ____________ divided by _____________ Number Employed in 1 st Qtr after Exit

18 Average Earnings Gross Earnings in 2 nd & 3 rd Qtrs after Exit ____________ divided by _____________ Number Employed in 1 st, 2 nd, 3 rd Qtrs after Exit

19 Supplement Data Sources  Most discretionary grantees will need to use supplemental data sources to verify employment and wages Copy of a participant’s pay stub Employer contact—telephone or written verification Participant contact—telephone, participant surveys or written self-attestation form Case management notes  All supplemental data sources must be documented in participant case files and are subject to review

20 Questions Comprehensive Common Measures Reference Guide: Training and Employment Guidance Letter No. 17-05 http://wdr.doleta.gov/directives/corr_ doc.cfm?DOCN=2195

21 Contact Information Carla Lakes – (312) 596-5411 Stan Blazek – (312) 596-5423 Federal Project Officers U.S. Department of Labor Employment and Training Administration 230 S. Dearborn St., 6 th Fl. Chicago, IL 60604


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