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Recovery Act workforce performance reporting
Summary ETA clarified and consolidated Recovery Act performance reporting for WIA and Wagner-Peyser programs, including youth work experiences, self-service participants and revised data fields. Four attachments give reporting specifications and forms. The letter expressly rescinded TEGL 24-08; ETA now lists it Canceled.
Document
Federal guidance
Agency
U.S. Department of Labor, Employment and Training Administration (ETA)
Document number
TEGL No. 7-10
Date issued
August 19, 2010
Status
Withdrawn
ETA lists this advisory Canceled as of 2026-10-24; its signed letter expressly rescinds TEGL 24-08 and prints Expiration Date: Continuing. It concerns Recovery Act reporting requirements.
Status last verified October 24, 2026
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Accessible letter PDF: https://www.dol.gov/sites/dolgov/files/ETA/advisories/TEGL/2010/TEGL07-10acc.pdf
CLASSIFICATION
EMPLOYMENT AND TRAINING ADMINISTRATION WIA/Performance
ADVISORY SYSTEM CORRESPONDENCE SYMBOL
U.S. DEPARTMENT OF LABOR OPDR/OWI/ONR/ORIT
Washington, D.C. 20210 DATE
August 19, 2010
ADVISORY: TRAINING AND EMPLOYMENT GUIDANCE LETTER NO. 7-10
TO: ALL STATE WORKFORCE AGENCIES
ALL STATE WORKFORCE ADMINISTRATORS
ALL STATE WORKFORCE LIAISONS
FROM: JANE OATES /s/
Assistant Secretary
SUBJECT: Workforce Investment Act and Wagner-Peyser Act Performance
Accountability Reporting for the American Recovery and Reinvestment Act
of 2009
1. Purpose. The intent of this guidance is to further clarify and consolidate changes to
the performance reporting requirements for the American Recovery and Reinvestment
Act of 2009. As such, this document replaces Training and Employment Guidance
Letter (TEGL) 24-08, issued May 21, 2009.
2. References.
• American Recovery and Reinvestment Act of 2009 (Pub. L. 111-5)
• Workforce Investment Act of 1998 (WIA), as amended (29 U.S.C. 2801 et seq.)
• WIA regulations at 20 CFR Part 666
• Wagner-Peyser Act, as amended (29 U.S.C. 49 et seq.)
• Training and Employment Guidance Letter (TEGL) 17-05, “Common Measures
Policy for the Employment and Training Administration’s (ETA) Performance
Accountability System and Related Performance Issues”
• Training and Employment Notice (TEN) 9-08, “Program Year 2007/Fiscal Year
2008 Performance Reporting and Data Validation Timelines”
• TEGL 14-00, Change 1, “Guidance on the Workforce Investment Act (WIA)
Management Information and Reporting System”
• TEGL 14-00, Change 2, “Workforce Investment Act (WIA) Annual Report
Narrative”
• TEGL 11-01, “Guidance on Revising Workforce Investment Act (WIA) State
Negotiated Levels of Performance”
RESCISSIONS EXPIRATION DATE
TEGL 24-08 -1- Continuing
• TEGL 09-08, “Negotiating Performance Goals for the Workforce Investment Act
Title IB Programs and Wagner-Peyser Act Funded Activities for Program Year
2009”
• TEGL 14-08, “Guidance for Implementation of the Workforce Investment Act
and Wagner-Peyser Act Funding in the American Recovery and Reinvestment
Act of 2009 and State Planning Requirements for Program Year 2009”
• Information Collection Forms ETA 9091 and 9090 (Office of Management and
Budget (OMB) Control No. 1205-0420)
• Information Collection Forms ETA 9002 and VETS 200 (OMB Control No. 1205-
0240)
• Information Collection Forms ETA 9048 and ETA 9049 (OMB Control No. 1205-
0353)
• Information Collection Forms ETA 9147, 9148, 9149 and WIASRD (OMB Control
No. 1205-0474)
• TEGL 24-08, “Workforce Investment Act and Wagner-Peyser Act Performance
Accountability Reporting for the American Recovery and Reinvestment Act of
2009”
• TEN 24-09, “Joint Letter from the Employment and Training Administration
(ETA) and the U.S. Department of Health and Human Services Administration
for Children and Families (ACF) regarding youth subsidized employment
opportunities under the Temporary Assistance for Needy Families (TANF)
Emergency Contingency Fund”
• TEGL 17-09, “Quarterly Submission of Workforce Investment Act Standardized
Record Data (WIASRD)”
• TEN 38-09, “American Recovery and Reinvestment Act of 2009 On-the-Job
Training National Emergency Grants”
• TEGL 26-09, “Workforce Investment Act (WIA) Waiver Policy and Waiver
Decisions for PY 2009 and 2010”
3. Background. ETA published TEGL 24-08 on May 21, 2009, to provide guidelines for
reporting performance accountability information for programs receiving additional
funds under the American Recovery and Reinvestment Act of 2009 (Recovery Act).
These programs include the Workforce Investment Act (WIA) Adult and Dislocated
Worker programs, the WIA Youth program, including summer youth employment,
National Emergency Grants, and the Wagner-Peyser Act Employment Service,
including the Reemployment Services grants. This TEGL provides additional
clarification on many of the required performance items as well as revised specifications
for several data elements.
In addition, on January 19, 2010, Training and Employment Notice (TEN) 24-09 was
issued to encourage the workforce system to partner with TANF agencies in their
efforts to promote subsidized summer employment opportunities. Subsidized
employment opportunities provide valuable skills and work experience for youth and
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often serves as a stepping stone toward the path to unsubsidized employment. In 2009,
through funds from the Recovery Act, over 324,000 youth participated in subsidized
work experiences nationwide. Much of the WIA youth activities funding under the
Recovery Act has been expended while significant TANF Emergency funding remains.
For those states that co-enroll youth in summer employment in TANF and WIA youth
using non-Recovery Act funds, a waiver of performance measures to use only the work
readiness indicator may be desired. This TEGL includes revisions to the monthly youth
report (ETA form 9149) to facilitate performance reporting for this potential waiver.
4. Revisions. This document replaces TEGL 24-08 by providing additional clarification
on several common questions/concerns regarding Recovery Act performance reporting
requirements. In addition, this document provides a consolidation of various changes
to both the data elements that are collected, as well as to various performance reporting
specifications. This TEGL also contains revisions to the youth report in order to
accommodate performance reporting for those states with a waiver associated with
using the TANF Emergency funds for summer employment. See TEGL 26-09 for
information on this waiver.
Specifically, this guidance clarifies information for the following areas.
• Instructions for reporting self service participants in the WIA Adult program.
• Recovery Act reporting on the WIA Youth program has undergone several
changes, including the addition of the TANF-funded services column. In
particular, performance item 14, the number of participants receiving
employment services, has been replaced by a new data element, the number of
participants transitioning into unsubsidized employment.
• Leading indicators of performance have changed in the Recovery Act youth
report to capture non-summer work readiness attainment and non-summer work
experience completion for those states that received a waiver to allow Recovery
Act youth to participate in work experiences outside of the summer months.
• The methodology for implementing the work readiness indicator based on
recommendations from the Government Accountability Office (GAO)
(Attachment B).
• Changes to the report specifications in the youth report (ETA form 9149) for
performance items 8a through 8c (age of participants), performance item 11
(number of participants placed in summer employment) and performance item
18 (number of summer employment participants enrolled in services beyond
summer employment).
• Clarifications on self-service reporting for the Wagner-Peyser Act program, as
well as a change in reporting for performance item 8 (number referred to WIA
services) on ETA form 9147, where this item is no longer collected for self-service
only participants.
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• Reporting requirements for the quarterly WIASRD have been removed. This
information is now available in TEGL 17-09.
5. Performance Reporting Requirements. The Recovery Act funds are intended to
supplement the existing WIA and Wagner-Peyser Act program formula-funded
resources. Training and Employment Guidance Letter 14-08 elaborates on the
importance of integrating the two funding sources to achieve the desired outcomes of
the programs, i.e., to increase employment and training services that will assist workers
to connect with the labor market. Therefore, for reporting purposes, participants in all
programs (except WIA Youth and Reemployment Services) will be considered as
participants in the regular formula programs and must be included in all current
performance reporting requirements for the respective programs. The special
requirements for WIA Youth and Reemployment Services are set forth below in the
Supplemental Monthly Reports section.
Current Reports
• WIA Title 1B Programs and National Emergency Grants
For WIA programs, including Adult, Dislocated Worker, and Youth programs,
and National Emergency Grants (NEGs), states will continue to submit required
quarterly and annual reports, and include participants whose services are
financed with regular WIA formula funds and/or Recovery Act funds. (See the
section below on Supplemental Monthly Reports, WIA Youth, for the exception
on Recovery Act-funded youth services, and Supplemental Monthly Reports,
National Emergency Grants, for the exception on Recovery Act-funded National
Emergency Grants.)
States submit a Quarterly Report (ETA 9090—OMB Control No. 1205-
0420) (submitted 45 days after the end of the calendar quarter) with the
following information:
• Aggregate participant counts by program (WIA Adults, Dislocated
Workers, Youth, and National Emergency Grants);
• Aggregate training counts (for WIA Adults and Dislocated Workers
only); and
• Aggregate counts of outcomes against performance measures
(reports on exiters and depending on measure, reports on
individuals who exited anywhere from 15 to 22 months prior to the
reporting date).
States submit a WIA Annual Report (ETA 9091—OMB Control No. 1205-
0420) on their performance outcomes. (National Emergency Grants
participants are not broken out as a separate item in this report. However,
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NEG participants are included if they are co-enrolled in other WIA
programs.)
States submit, on a quarterly basis, an individual record (WIASRD--OMB
Control No. 1205-0474) for program participants and exiters that includes
individual characteristics/demographics, services received, and outcomes
achieved.
• Wagner-Peyser Act Programs Employment Service (ES) Grants and
Reemployment Services Grants
For the Wagner-Peyser Act programs, states will continue to submit required
quarterly aggregate reports, and include participants whose services are financed
with regular Wagner-Peyser Act formula funds and/or Recovery Act funds.
States submit quarterly aggregate reports required under the Labor Exchange
Reporting System (ETA 9002 and VETS 200 series—OMB Control No. 1205-0240)
45 days after the end of the calendar quarter, on participant characteristics,
services received and exiter outcomes. States will include in these reports all
participants whose services are financed with regular Wagner-Peyser Act
formula funds and Recovery Act funds for both Employment Service and
Reemployment Services grants. No individual participant information is
reported to ETA.
Supplemental Monthly Reports
Consistent with the principles of transparency and accountability, ETA recognized the
need to collect participant and performance information more frequently to inform
policymakers and the public about the progress of the Recovery Act’s implementation
and, coupled with regular formula funds, about the labor market outcomes it leverages
for job seekers.
To record the impact of the Recovery Act resources, ETA developed the required
supplemental reports. Under these supplemental reports, states are required to submit
information that states already collect; however, states are required to submit the
supplemental reports monthly.
For the WIA Adults and Dislocated Workers programs, and the Wagner-Peyser
Employment Service, states will report counts of people whose services were financed
by either the regular formula funds and/or the Recovery Act funds in these
supplemental reports.
The specific identification of WIA Adults, Dislocated Workers, and Wagner-Peyser
Employment Service individuals served with Recovery Act funds only versus ‘regular’
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formula funds is a challenge since no differentiating eligibility requirements are
specified in the Act. It is further complicated by the fact that Recovery Act funds must
be spent concurrently with ongoing funding streams for these programs specified in the
Recovery Act. Therefore, because characteristics and eligibility are identical and
because services may well be paid for with both regular and Recovery Act funds, it is
not possible for states and local service providers to distinguish who is a “Recovery
Act” participant in any consistent way.
Required supplemental monthly reports will contain the following information.
• For WIA Adults, states will report aggregate counts of all participants, including
those whose services are funded with regular WIA Adult formula funds and
Recovery Act funds. States will report aggregate counts on those participants
who are low-income, those receiving TANF and other public assistance, the
number of Unemployment Insurance (UI) claimants, Veterans, individuals with
disabilities, numbers with individual training accounts, numbers in training and
type of training, numbers receiving supportive services and numbers receiving
needs-related payments. Reporting this participant information reflects the
Congressional intent about the use of the Recovery Act resources to serve low-
income individuals and provide training services and the support necessary to
stay in training.
• For WIA Dislocated Workers, states will report aggregate counts of all
participants, including those whose services are funded with regular WIA
Dislocated Worker formula funds and Recovery Act funds. States will report the
number of UI claimants, Veterans, and individuals with disabilities, numbers
with individual training accounts, numbers in training and type of training,
numbers receiving supportive services and the number receiving needs-related
payments.
• For National Emergency Grants funded with Recovery Act resources only,
states will report aggregate counts of participants, including the number of UI
claimants, Veterans, and individuals with disabilities, numbers with individual
training accounts, numbers in training and type of training, numbers receiving
supportive services and the number receiving needs-related payments. This
includes Recovery Act-funded NEGs awarded for On-the-Job Training (OJT).
No new data element collection is proposed for the WIA Adult and Dislocated
Worker programs and National Emergency Grants. The data elements contained
in the supplemental monthly report are part of the current data collection
requirements for the WIA individual record (WIASRD). States will still submit
an aggregate extract of this information to ETA on participants, on a monthly
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basis. See Attachment A for the layout of the specific information to be collected
for these programs.
• For WIA Youth, reporting will be different. States are required to distinguish
youth served with Recovery Act funds from youth served only with regular WIA
funds and report “Recovery Act” youth separately in the supplemental monthly
youth report. In addition, for those states with a waiver related to TANF-funded
summer employment participants that are co-enrolled in the regular WIA youth
program, they must distinguish those youth who fall under the waiver and
report “TANF” youth separately in the supplemental monthly youth report.
Three factors in the Recovery Act make it necessary to create a separate reporting
mechanism for the WIA Youth portion of the Recovery Act funding:
1. An emphasis on using funds for summer employment (currently not
collected in the WIA quarterly or annual report and only collected as an
activity for exiters in the WIASRD);
2. Recovery Act eligibility increasing its age limit to 24; and
3. The application of the two leading indicators as the only performance
indicators used to assess the effectiveness of Recovery-Act funded
employment opportunities.
With the issuance of TEN 24-09, states are now encouraged to use TANF
Emergency funds to provide subsidized employment to low-income youth along
with other benefits and services allowed under the TANF program. The issuance
of a performance waiver to report only the work readiness indicator for those
combining TANF and regular WIA youth funds for summer employment
opportunities necessitates a separate reporting mechanism because the work
readiness indicator is not collected in the WIA quarterly and annual reports. To
ease the reporting burden on states, and in recognition of the overlapping nature
of the youth population being served by up to three funding streams, a modified
monthly youth participant form is the most convenient method for capturing the
required performance data associated with the new TANF source of funding.
The new columns titled “TANF Waiver Reporting” are to be used by those states that
have a waiver to report only the work readiness indicator for youth in summer
employment who are co-enrolled in TANF. States without the TANF waiver must
report these youth on the regular WIA youth reports (WIASRD, quarterly, or annual
reports) if they receive formula funded WIA youth services. If these Youth participants
receive Recovery Act funded services, they must be reported in the Recovery Act columns
of the WIA youth monthly report.
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Youth participants served only with regular WIA youth funds will only be
reported in the regular WIA Youth reports (WIASRD, quarterly, or annual
reports) regardless of service mix and would be subject to the full set of
WIA Youth measures or youth common measures for those states that
have a waiver to report outcomes for common measures only.
Youth participants served only with WIA youth Recovery Act funds will
be reported only in the Recovery Act columns of supplemental youth
report.
Youth participants served with WIA youth Recovery Act and WIA youth
formula funds will be reported in the Recovery Act columns of the
supplemental report and in the regular WIA Youth reports (WIASRD,
quarterly, or annual reports) and would be subject to the full set of WIA
Youth measures or youth common measures for those states that have a
waiver to report outcomes for common measures only.
Youth participants served with WIA youth Recovery Act and TANF funds
and are covered by the TANF waiver will be reported only in the
Recovery Act columns of the supplemental youth report.
Youth participants served with regular WIA formula and TANF funds
and are covered by the TANF waiver will only be reported in the TANF
columns of the supplemental youth report.
Youth participants that are served with Recovery Act, regular WIA and
TANF funds and are covered by the TANF waiver are to be reported only
in the Recovery Act and TANF columns of the supplemental youth report.
Youth participants served only with TANF funds will not be reported in
any of the WIA reports or WIA Recovery Act reports.
• States will report aggregate counts of all Recovery Act participants, including the
characteristics of participants, the numbers of participants in summer
employment, the number placed in work experiences outside the summer
months, the numbers receiving educational achievement services, the numbers
transitioning into unsubsidized employment, the numbers receiving additional
support services for youth, the numbers receiving leadership development
opportunities, the numbers receiving follow up services, the numbers receiving
services beyond summer employment, the numbers attaining work readiness,
which is required in the Recovery Act, and completion of a summer youth
employment opportunity (May 1 through September 30) and/or a non-summer
work experience (October 1 through April 30).
For those states with the TANF performance waiver, TANF funded youth
participants that are co-enrolled in the WIA youth program will be reported in
the TANF Emergency columns of the supplemental report. States with such a
waiver will report aggregate counts of all TANF participants, including the
characteristics of participants, the numbers transitioning into unsubsidized
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employment and the numbers attaining work readiness. States without the TANF
waiver must report these youth on the regular WIA youth reports (WIASRD, quarterly,
or annual reports). If these Youth participants also receive Recovery Act funded services,
they must be reported in the Recovery Act columns of the WIA youth monthly report.
See Attachment B for additional details on the information to be collected on
WIA Youth Recovery Act services.
• For the Wagner-Peyser Act Employment Service Grants, states are required to
submit supplemental reports of aggregate counts of all participants whose
services are financed with regular Wagner-Peyser Act formula funds and
Recovery Act funds (i.e., Employment Service and Reemployment Services).
States are to report on the number of participants served, number of Veterans
served, and the type of services received. This information is currently reported
in the existing Wagner-Peyser quarterly report (ETA 9002A).
Collectively, this monthly report will provide a complete picture of Wagner-
Peyser Act services (e.g., ETA 9002 report = participants funded by: ES formula
grants + supplemental Recovery Act ES + supplemental Recovery Act
Reemployment Services). Omitting participants served by any of these funding
streams in the ETA 9002 report will constitute an incomplete submission.
One additional section on the supplemental report created a distinction between
staff-assisted services versus those that are provided virtually (i.e., services self-
accessed through the Internet, either in a One-Stop resource room or through any
other remote location). Currently, states do report the number of “staff-assisted
services” in the ETA 9002 quarterly report, and states may include counts on the
number of persons who access services “virtually.” However, the current
reporting requirements do not delineate between what modality was used to
provide the services. See Attachment C for additional details on the information
to be collected for the Wagner-Peyser Act program.
• For the Wagner-Peyser Reemployment Services Grants, states are to report on
the same data elements that are collected for the Wagner-Peyser Act
Employment Service report, with one additional data element: referral to training,
including WIA-funded training. A similar data element is used in the ETA Form
9048 (OMB Control No. 1205-0353) for Worker Profiling and Reemployment
Services; however, it is not included in the ETA 9002 report. Since
Reemployment Services Grants do not provide for training, this new data
element will be crucial to see how often the system refers individuals to those
programs that offer training interventions.
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For the Reemployment Services Grants, states must identify Recovery Act-
funded participants on the supplemental monthly report. All Unemployment
Insurance (UI) claimants who were identified for and received Reemployment
Services Grants-funded staff-assisted services should be classified as Recovery
Act-funded participants. As described in TEGL 14-08, ETA encourages states to
provide more in-depth and intensive staff-assisted services to the UI claimant
population.
Two factors made it necessary to create a separate report for the Reemployment
Services portion of the Recovery Act.
(1) The Recovery Act makes a clear distinction between general Wagner-Peyser
Act funds and Reemployment Services funds to support targeted services to
Unemployment Insurance claimants. Oversight bodies, including Congress,
have indicated the need to better understand the impact of the $250 million
dedicated to UI claimants; and
(2) The Wagner-Peyser Act Employment Service serves over 14 million
individuals each year. If Reemployment Services participants are not reported
separately from the regular Wagner-Peyser Act reporting, ETA would not have
the ability to analyze and track positive effects of the new Reemployment
Services funds. Separate identification and reporting of these participants
ensures that ETA can demonstrate accountability for resources expended by
these grants.
IMPORTANT NOTE: Reemployment Services participants who are reported in
the Reemployment Services monthly Recovery Act Report must also be included
in the ES monthly Recovery Act Report (described further in the preceding bullet
point).
See Attachment C for additional details on the information to be collected for the
Reemployment Services Grants.
6. How Recovery Act Participants will be Identified. For the WIA Adult and
Dislocated Worker programs, performance accountability information that reflects both
regular formula-funded and Recovery Act-funded participant activities must be
reported in the aggregate on the supplemental monthly report. There is no distinction
between these participants.
However, ETA has modified the WIASRD layout to allow states to indicate which
participants did receive services funded in part or in whole by Recovery Act funds.
This type of identification will be helpful to identify outcomes achieved by these
participants when they have completed the program services.
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• For the WIA Adult, Dislocated Worker, and Youth programs, and National
Emergency Grants, states will use WIASRD field number 326 to indicate
participants who received services financially assisted in part or in whole by the
Recovery Act. The one exception is when an individual participates in Summer
Youth Employment only (see below). States must complete WIASRD field 326
for WIA Adult, Dislocated Worker, Youth, and National Emergency Grant
participants as follows:
Record 1 if the participant received services financially assisted from any
other WIA or non-WIA program not listed above [programs in which a
participant may have been co-enrolled] that provided the individual with
services.
Record 2 if the participant received services financially assisted in whole
or in part by funds from the Recovery Act.
Record 3 if the participant received services financially assisted from any
other WIA or non-WIA program not listed above AND received services
financially assisted in whole or in part by funds from the Recovery Act.
Record 0 or leave "blank" if the participant did not receive any services
under any of the conditions described above or it is not known.
Individual records for all participants in Recovery Act-funded National
Emergency Grants must have WIASRD field 326 completed as well as one of the
National Emergency Grant (NEG) identifier fields, i.e., 313 (a), (b), or (c). This
requirement also applies to Recovery Act-funded NEGs for OJT.
• For the WIA Youth Recovery Act-funded activities, states will include on the
supplemental monthly youth report, only participants served with Recovery Act
funds or TANF funds (if the state has TANF waiver). If such youth are only
served between May 1 and September 30 (the “summer” period) and participate
in summer employment only, they will not be reported in the regular WIA Youth
reports (WIASRD, quarterly, or annual reports) regardless of service mix.
• For the Wagner-Peyser Act program, both regular formula and Recovery Act-
funded participants will be included in the aggregate on the monthly report.
There is no distinction between the participants for this program.
• For Reemployment Services Grants, states will report on Recovery Act-funded
participants only on the monthly reporting forms. A participant whose services
are funded by Recovery Act Reemployment Services Grants is a UI claimant who
was identified for and received Reemployment Services Grants-funded staff-
assisted services. As described in TEGL 14-08, ETA encourages states to provide
more in-depth and intensive staff-assisted services to these individuals.
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7. Frequency for Reporting. States will continue to submit the current formula-
funded reports (described in Section 5 above) on a quarterly basis, 45 days after the end
of the calendar quarter. States will continue to submit the WIA Annual Report on
October 1.
States will continue to submit the supplemental Adult and Dislocated Worker programs
and National Emergency Grants report, the WIA Youth Recovery Act and TANF report,
and the Wagner-Peyser Act reports monthly by the 15th of each month for the previous
month. If the 15th of the month falls on a weekend, the report will be due the following
Monday.
8. Performance Outcomes.
WIA Adult and Dislocated Worker Programs. The performance measures for WIA Adult
and Dislocated Worker programs and National Emergency Grants will continue to be
those measures specified in section 136 of WIA. All participants in the WIA Adult and
Dislocated Worker programs and National Emergency Grants will be included in the
regular WIA reports (quarterly report, WIASRD, annual report). However, National
Emergency Grants are not broken out as a separate item in the annual report), and the
outcomes for the WIA performance measures will be included in these reports.
Wagner-Peyser Act Programs. Similarly, the performance measures for the Wagner-
Peyser Act will continue to be those measures specified in TEGL 17-05. All participants
in the Wagner-Peyser Act program, including those whose services are funded in part
or in whole by regular formula and/or Recovery Act funds will be included in the
regular quarterly reports (ETA Form 9002A through E), and the performance outcomes
against the Wagner-Peyser performance measures will be included in these reports.
WIA Youth Program. If youth are served only with Recovery Act funds between May 1
and September 30 (the “summer” period) and participate in summer employment only,
the only performance indicators required for these youth are the work readiness
indicator and the summer completion rate. These youth will not be reported in the
regular WIA Youth reports (WIASRD, quarterly, or annual reports) regardless of
service mix, since the youth received no WIA-funded services.
If a youth served with Recovery Act funds does not participate in summer employment
or is served before May 1 or beyond September 30, he/she would also be included in
the regular WIA reports and be subject to the full set of WIA Youth measures or youth
common measures for those states that have a waiver to report common performance
measure outcomes only. For WIA Youth Recovery Act-funded services, the only
exception is for youth 22 to 24 years old. Since these youth fall outside of the regular
WIA Youth eligibility because of age, they would not be included in the regular WIA
Youth reports.
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ETA encourages states and/or local areas who serve 22 to 24 years old youth with
Recovery Act funds beyond the summer to co-enroll them in the WIA Adult and/or
Dislocated Worker program when appropriate. If such youth are co-enrolled in the
WIA Adult Program, they would be reported through the WIA Adult performance
measures. If such youth are co-enrolled in the WIA Dislocated Worker program, they
would be reported through the WIA Dislocated Worker performance measures.
9. Performance Goals. States will continue to report progress against the already
established negotiated performance goals for the WIA title IB and Wagner-Peyser Act
programs. These funds are meant to supplement the regular formula-funded programs;
therefore, separate goals are not necessary. There will not be separate performance
goals negotiated for programs that utilize Recovery Act funds, and there will not be
separate performance goals for the youth work readiness and summer
employment/work experience completion indicators.
In consideration of the customer characteristics, and service mix provided with regular
formula funds and Recovery Act funds, states may request renegotiation of established
levels of performance. States should review the guidelines set forth in TEGL 11-01 and
contact the ETA Regional Administrator.
10. Mechanism for Reporting. ETA provides a web-based system for states to enter
the current month and program-to-date totals for each report. Information for the
monthly reports is to be submitted at www.etareports.doleta.gov. States have been
assigned a password/PIN to access the web-based reporting system. States will have
from the first of the month through the 25th of the month to enter/update information
for the previous month. Technical assistance is available to address any questions that
states may have.
11. Action Requested. States are requested to distribute this information to the
appropriate state and local staff.
12. Paperwork Reduction Act (PRA) Statement. The annualized public reporting
burden for the collection of information described in this TEGL is estimated to average
approximately 768 hours per state for the monthly reports and 10,614 hours per state for
the quarterly WIASRD including time for gathering and maintaining the data.
According to the Paperwork Reduction Act of 1995 (Pub. L. 104-13), no persons are
required to respond to a collection of information unless such collection displays a valid
OMB control number (see 44 U.S.C. Section 3507). Also, notwithstanding any other
provisions of law, no person shall be subject to penalty for failing to comply with a
collection of information if the collection of information does not display a currently
valid OMB control number (see 44 U.S.C. Section 3512). The OMB Control Number for
this information request is 1205-0474.
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13. Inquiries. Questions concerning this guidance should be directed to the
appropriate regional office or to the Office of Policy Development and Research, at
[email protected].
14. Attachments.
Attachment A: Monthly Reporting Requirements for WIA Adult and Dislocated
Worker Programs and National Emergency Grants
Attachment B: Monthly Reporting Requirements for the WIA Youth Recovery Act
Services
Attachment C: Monthly Reporting Requirements for the WagnerPeyser Act
Program, Including the Reemployment Services Grants
Attachment D: Optional Work Readiness Tool for the WIA Youth Program
14
Official attachment PDF: https://www.dol.gov/sites/dolgov/files/ETA/advisories/TEGL/2010/TEGL07-10a1.pdf
Attachment A
Monthly Reporting Requirements for WIA Adult and Dislocated Worker Programs
and National Emergency Grants
State grantees began reporting on a monthly basis for the WIA Adult and Dislocated
Worker Programs and National Emergency Grants on July 15, 2009. The definitions and
specifications for the data elements included in the form are based on the current WIA
performance reporting system.
In the WIA Adult program, Dislocated Worker program and National Emergency Grant
reports, self-service participants should be included in the total number of participants
served as well as in the total number of new participants served for both the current
month and program to date columns.
-1-
-2-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
WIA ADULTS
1. Total number of new The sum of WIA Adult participants who began participation during the
participants served reporting period.
2. Total number of The sum of WIA Adult participants during the reporting period.
participants served
The sum of WIA Adult participants who filed a claim and have been
determined monetarily eligible for benefit payments under one or more
3. Number of UI claimants State or Federal Unemployment Compensation programs during the
reporting period.
The sum of WIA Adult participants who: (a) received, or is a member of a
family which received, cash payments under a federal, state or local
income‐based public assistance program, or (b) received an income, or is a
member of a family that received a total family income, for the six‐month
period prior to program participation (exclusive of unemployment
compensation, child support payments, payments described in
subparagraph A and old‐age and survivors insurance benefits received
under section 202 of the Social Security Act (42 U.S.C 402)) that, in relation
to family size does not exceed the higher of (i) the poverty line, for an
4. Number of low‐Income equivalent period, or (ii) 70 percent of the lower living standard income
individuals level, for an equivalent period; or (c) is a member of a household that
received (or has been determined within the 6‐month period prior to
program participation) Food Stamps under the Food Stamp Act of 1977 (7
U.S.C. 2011 et seq.); or (d) qualified as a homeless individual, as defined in
subsections (a) and (c) of section 103 of the Stewart B. McKinney Homeless
Assistance Act (42 U.S.C. 11302); or (e) was a foster child on behalf of whom
State or local government payments are made; or (f) was a person with a
disability whose own income meets the income criteria established in WIA
section 101(25)(A) or (B), but is a member of a family whose income does
not meet the established criteria during the reporting period.
5. Number of Temporary The sum of WIA Adult participants who are listed on the welfare grant or
Assistance to Needy Families have received cash assistance or other support services from the TANF
(TANF) recipients agency in the last six months prior to participation in the program.
The sum of WIA Adult participants who received cash assistance or other
support services from one of the following sources in the last six months
6. Number of public prior to participation in the program: General Assistance (GA) (State/local
assistance individuals government), Refugee Cash Assistance (RCA), Food Stamp Assistance, and
Supplemental Security Income (SSI‐SSA Title XVI). This does not include
foster child payments.
-3-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of WIA Adult participants who served in the active U.S. military,
naval, or air service for a period of less than or equal to 180 days, and who
was discharged or released from such service under conditions other than
dishonorable, or the individual served on active duty for a period of more
than 180 days and was discharged or released with other than a
dishonorable discharge; or was discharged or released because of a service
connected disability; or as a member of a reserve component under an
order to active duty pursuant to section 167 (a), (d), or, (g), 673 (a) of Title
10, U.S.C., served on active duty during a period of war or in a campaign or
expedition for which a campaign badge is authorized and was discharged
or released from such duty with other than a dishonorable discharge.
7. Number of Veterans Include also the sum of WIA Adult participants who are: (a) the spouse of
any person who died on active duty or of a service‐connected disability; (b)
the spouse of any member of the Armed Forces serving on active duty who
at the time of application for assistance under this part, is listed, pursuant to
38 U.S.C. 101 and the regulations issued thereunder, by the Secretary
concerned, in one or more of the following categories and has been so listed
for more than 90 days: (i) missing in action, (ii) captured in the line of duty
by a hostile force, or (iii) forcibly detained or interned in the line of duty by
a foreign government or power; or (c) the spouse of any person who has a
total disability permanent in nature resulting from a service‐connected
disability or the spouse of a veteran who died while a disability so
evaluated was in existence.
The sum of WIA Adult participants that indicate that he/she has any
ʺdisability,ʺ as defined in Section 3(2)(a) of the Americans with Disabilities
Act of 1990 (42 U.S.C. 12102). Under that definition, a ʺdisabilityʺ is a
8. Number of individuals physical or mental impairment that substantially limits one or more of the
with disabilities personʹs major life activities. (For definitions and examples of ʺphysical or
mental impairmentʺ and ʺmajor life activities,ʺ see paragraphs (1) and (2) of
the definition of the term ʺdisabilityʺ in 29 CFR 37.4, the definition section
of the WIA non‐discrimination regulations.)
The sum of WIA Adult participants who received services purchased
9. Number of individual utilizing an Individual Training Account funded by WIA title I during the
training accounts (ITA) reporting period.
The sum of WIA Adult participants who received training during the
10. Number of participants reporting period, including On‐the‐Job Training, Skill Upgrading &
in training Retraining, Entrepreneurial Training, ABE or ESL in Combination with
Training, Customized Training, and Other Occupational Skills Training.
-4-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of WIA Adult participants who received On‐the‐Job Training as
defined in Section 101(31) of the Workforce Investment Act of 1998 (20
U.S.C. 9201) during the reporting period. Under this definition, “On‐the‐
Job Training” means training by an employer that is provided to a paid
participant while engaged in productive work in a job that: (a) provides
knowledge or skills essential to the full and adequate performance of the
11. Number in on‐the‐job job; (b) provides reimbursement to the employer of up to 50 percent of the
training (OJT) wage rate of the participant, for the extraordinary costs of providing the
training and additional supervision related to the training; and (c) is limited
in duration as appropriate to the occupation for which the participant is
being trained, taking into account the content of the training, the prior work
experience of the participant, and the service strategy of the participant, as
appropriate.
12. Number in skill The sum of WIA Adult participants who receive Skill Upgrading &
upgrading and retraining Retraining during the reporting period.
The sum of WIA Adult participants who received Customized Training as
defined in Section 101(8) of the Workforce Investment Act of 1998 (20 U.S.C.
9201) during the reporting period. Under that definition, “customized
13. Number in customized training” is training that is: (a) designed to meet the special requirements of
training an employer (including a group of employers); (b) conducted with a
commitment by the employer to employ an individual on successful
completion of the training; and (c) for which the employer pays for not less
than 50 percent of the cost of the training.
The sum of WIA Adult participants who received supportive services (WIA
section 134(e)(2)) during the reporting period which include, but are not
limited to, assistance with transportation, child care, dependent care, and
housing that are necessary to enable the individual to participate in
14. Number receiving activities authorized under WIA title IB. For youth, support services (WIA
supportive services (except section 101(46)) include: (a) linkages to community services; (b) assistance
needs‐related payments) with transportation; (c) assistance with child care and dependent care; (d)
assistance with housing; (e) referrals to medical services; and (f) assistance
with uniforms or other appropriate work attire and work‐related tools,
including such items as eye glasses and protective eye gear.
The sum of WIA Adult participants who received WIA title IB‐ funded
15. Number receiving needs‐ needs related payments for the purpose of enabling the individual to
related payments participate in approved training funded under WIA Title IB during the
reporting period.
WIA DISLOCATED WORKERS
1. Total number of new The sum of WIA Dislocated Worker participants who began participation
participants served during the reporting period.
-5-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
2. Total number of The sum of WIA Dislocated Worker participants during the reporting
participants served period.
The sum of WIA Dislocated Worker participants who filed a claim and have
been determined monetarily eligible for benefit payments under one or
3. Number of UI claimants more State or Federal Unemployment Compensation programs during the
reporting period.
The sum of WIA Dislocated Worker participants who served in the active
U.S. military, naval, or air service for a period of less than or equal to 180
days, and who was discharged or released from such service under
conditions other than dishonorable, or the individual served on active duty
for a period of more than 180 days and was discharged or released with
other than a dishonorable discharge; or was discharged or released because
of a service connected disability; or as a member of a reserve component
under an order to active duty pursuant to section 167 (a), (d), or, (g), 673 (a)
of Title 10, U.S.C., served on active duty during a period of war or in a
campaign or expedition for which a campaign badge is authorized and was
discharged or released from such duty with other than a dishonorable
discharge. Include also the sum of WIA Dislocated Worker participants
4. Number of veterans who are: (a) the spouse of any person who died on active duty or of a
service‐connected disability; (b) the spouse of any member of the Armed
Forces serving on active duty who at the time of application for assistance
under this part, is listed, pursuant to 38 U.S.C. 101 and the regulations
issued thereunder, by the Secretary concerned, in one or more of the
following categories and has been so listed for more than 90 days: (i)
missing in action, (ii) captured in the line of duty by a hostile force, or (iii)
forcibly detained or interned in the line of duty by a foreign government or
power; or (c) the spouse of any person who has a total disability permanent
in nature resulting from a service‐connected disability or the spouse of a
veteran who died while a disability so evaluated was in existence.
The sum of WIA Dislocated Worker participants that indicate that he/she
has any ʺdisability,ʺ as defined in Section 3(2)(a) of the Americans with
Disabilities Act of 1990 (42 U.S.C. 12102). Under that definition, a
ʺdisabilityʺ is a physical or mental impairment that substantially limits one
5. Number of individuals or more of the personʹs major life activities. (For definitions and examples
with disabilities of ʺphysical or mental impairmentʺ and ʺmajor life activities,ʺ see
paragraphs (1) and (2) of the definition of the term ʺdisabilityʺ in 29 CFR
37.4, the definition section of the WIA non‐discrimination regulations.)
The sum of WIA Dislocated Worker participants who received services
6. Number of individual purchased utilizing an Individual Training Account funded by WIA title I
training accounts (ITA) during the reporting period.
-6-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of WIA Dislocated Worker participants who received training
during the reporting period, including On‐the‐Job Training, Skill
7. Number of participants in Upgrading & Retraining, Entrepreneurial Training, ABE or ESL in
training Combination with Training, Customized Training, and Other Occupational
Skills Training.
The sum of WIA Dislocated Worker participants who received On‐the‐Job
Training as defined in Section 101(31) of the Workforce Investment Act of
1998 (20 U.S.C. 9201) during the reporting period. Under this definition,
“On‐the‐Job Training” means training by an employer that is provided to a
paid participant while engaged in productive work in a job that: (a)
provides knowledge or skills essential to the full and adequate performance
8. Number in on‐the‐job of the job; (b) provides reimbursement to the employer of up to 50 percent
training (OJT) of the wage rate of the participant, for the extraordinary costs of providing
the training and additional supervision related to the training; and (c) is
limited in duration as appropriate to the occupation for which the
participant is being trained, taking into account the content of the training,
the prior work experience of the participant, and the service strategy of the
participant, as appropriate.
The sum of WIA Dislocated Worker participants who received Skill
9. Number in skill upgrading
Upgrading & Retraining during the reporting period.
and retraining
The sum of WIA Dislocated Worker participants who received Customized
Training as defined in Section 101(8) of the Workforce Investment Act of
1998 (20 U.S.C. 9201) during the reporting period. Under that definition,
“customized training” is training that is: (a) designed to meet the special
10. Number in customized requirements of an employer (including a group of employers); (b)
training conducted with a commitment by the employer to employ an individual on
successful completion of the training; and (c) for which the employer pays
for not less than 50 percent of the cost of the training.
The sum of WIA Dislocated Worker participants who received supportive
services (WIA section 134(e)(2)) during the reporting period which include,
but are not limited to, assistance with transportation, child care, dependent
care, and housing that are necessary to enable the individual to participate
11. Number receiving in activities authorized under WIA title IB. For youth, support services
supportive services (except (WIA section 101(46)) include: (a) linkages to community services; (b)
needs‐related payments) assistance with transportation; (c) assistance with child care and dependent
care; (d) assistance with housing; (e) referrals to medical services; and (f)
assistance with uniforms or other appropriate work attire and work‐related
tools, including such items as eye glasses and protective eye gear.
-7-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of WIA Dislocated Worker participants who received WIA title IB‐
12. Number receiving needs‐ funded needs related payments during the reporting period for the purpose
related payments of enabling the individual to participate in approved training funded under
WIA Title IB.
NATIONAL EMERGENCY GRANT
1. Total number of new The sum of National Emergency Grant participants who began
participants served participation during the reporting period.
2. Total number of The sum of National Emergency Grant participants during the reporting
participants served period.
The sum of National Emergency Grant participants who filed a claim and
have been determined monetarily eligible for benefit payments under one
3. Number of UI claimants or more State or Federal Unemployment Compensation programs during
the reporting period.
The sum of National Emergency Grant participants who served in the
active U.S. military, naval, or air service for a period of less than or equal to
180 days, and who was discharged or released from such service under
conditions other than dishonorable, or the individual served on active duty
for a period of more than 180 days and was discharged or released with
other than a dishonorable discharge; or was discharged or released because
of a service connected disability; or as a member of a reserve component
under an order to active duty pursuant to section 167 (a), (d), or, (g), 673 (a)
of Title 10, U.S.C., served on active duty during a period of war or in a
campaign or expedition for which a campaign badge is authorized and was
discharged or released from such duty with other than a dishonorable
4. Number of Veterans discharge. Include also the sum of National Emergency Grant participants
who are: (a) the spouse of any person who died on active duty or of a
service‐connected disability; (b) the spouse of any member of the Armed
Forces serving on active duty who at the time of application for assistance
under this part, is listed, pursuant to 38 U.S.C. 101 and the regulations
issued thereunder, by the Secretary concerned, in one or more of the
following categories and has been so listed for more than 90 days: (i)
missing in action, (ii) captured in the line of duty by a hostile force, or (iii)
forcibly detained or interned in the line of duty by a foreign government or
power; or (c) the spouse of any person who has a total disability permanent
in nature resulting from a service‐connected disability or the spouse of a
veteran who died while a disability so evaluated was in existence.
-8-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of National Emergency Grant participants that indicate that he/she
has any ʺdisability,ʺ as defined in Section 3(2)(a) of the Americans with
Disabilities Act of 1990 (42 U.S.C. 12102). Under that definition, a
5. Number of individuals ʺdisabilityʺ is a physical or mental impairment that substantially limits one
with disabilities or more of the personʹs major life activities. (For definitions and examples
of ʺphysical or mental impairmentʺ and ʺmajor life activities,ʺ see
paragraphs (1) and (2) of the definition of the term ʺdisabilityʺ in 29 CFR
37.4, the definition section of the WIA non‐discrimination regulations.)
The sum of National Emergency Grant participants who received services
6. Number of individual purchased utilizing an Individual Training Account established for adults
training accounts (ITA) or dislocated workers and funded by WIA title I.
The sum of National Emergency Grant participants who receive training,
7. Number of participants in including On‐the‐Job Training, Skill Upgrading & Retraining,
training Entrepreneurial Training, ABE or ESL in Combination with Training,
Customized Training, and Other Occupational Skills Training.
The sum of National Emergency Grant participants who receive On‐the‐Job
Training as defined in Section 101(31) of the Workforce Investment Act of
1998 (20 U.S.C. 9201). Under this definition, “On‐the‐Job Training” means
training by an employer that is provided to a paid participant while
engaged in productive work in a job that: (a) provides knowledge or skills
essential to the full and adequate performance of the job; (b) provides
8. Number in on‐the‐job reimbursement to the employer of up to 50 percent of the wage rate of the
training (OJT) participant, for the extraordinary costs of providing the training and
additional supervision related to the training; and (c) is limited in duration
as appropriate to the occupation for which the participant is being trained,
taking into account the content of the training, the prior work experience of
the participant, and the service strategy of the participant, as appropriate.
9. Number in skill upgrading The sum of National Emergency Grant participants who received Skill
and retraining Upgrading & Retraining during the reporting period.
The sum of National Emergency Grant participants who received
Customized Training as defined in Section 101(8) of the Workforce
Investment Act of 1998 (20 U.S.C. 9201) during the reporting period. Under
that definition, “customized training” is training that is: (a) designed to
10. Number in customized meet the special requirements of an employer (including a group of
training employers); (b) conducted with a commitment by the employer to employ
an individual on successful completion of the training; and (c) for which the
employer pays for not less than 50 percent of the cost of the training.
-9-
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of National Emergency Grant participants who received
11. Number receiving supportive services (WIA section 134(e)(2)) during the reporting period
supportive services (except which include, but are not limited to, assistance with transportation, child
needs‐related payments) care, dependent care, and housing that are necessary to enable the
individual to participate in activities authorized under WIA title IB.
The sum of National Emergency Grant participants who received WIA title
12. Number receiving needs‐ IB‐ funded needs related payments during the reporting period for the
related payments purpose of enabling the individual to participate in approved training
funded under WIA Title IB.
- 10 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
WIA Adults
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
1. Total number of new participants served PARTICIPATION >= beginning of the report period and <= end PARTICIPATION >= 20090501 and <= end of the report period
of the report period
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
2. Total number of participants served
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
3. Number of UI claimants EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (UC ELIGIBLE
and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 or STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE
UC ELIGIBLE STATUS = 3) STATUS = 3)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
4. Number of low‐Income individuals
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (LOW INCOME
and (LOW INCOME =1) =1)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
5. Number of individuals who (Temporary PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
Assistance to Needy Families) TANF EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and TEMPORARY
and TEMPORARY ASSISTANCE TO NEEDY FAMILIES = 1 ASSISTANCE TO NEEDY FAMILIES = 1
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
6. Number of individuals who receive other EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and OTHER
public assistance and OTHER PUBLIC ASSISTANCE RECIPIENT = 1 PUBLIC ASSISTANCE RECIPIENT = 1
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
7. Number of Veterans EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (ELIGIBLE
and (ELIGIBLE VETERAN STATUS = 1 or ELIGIBLE VETERAN VETERAN STATUS = 1 or ELIGIBLE VETERAN STATUS = 2 or
STATUS = 2 or ELIGIBLE VETERAN STATUS = 3) ELIGIBLE VETERAN STATUS = 3)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
8. Number of individuals with disabilities
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (INDIVIDUAL
and (INDIVIDUAL WITH A DISABILITY = 1) WITH A DISABILITY = 1)
- 11 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
9. Number of individual training accounts PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
(ITA) EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (ESTABLISHED
and (ESTABLISHED INDIVIDUAL TRAINING ACCOUNT = 1) INDIVIDUAL TRAINING ACCOUNT = 1)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and DATE
10. Number of participants in training and DATE ENTERED TRAINING <= end of the report period ENTERED TRAINING <= end of the report period and (DATE
and (DATE COMPLETED TRAINING >= the beginning of the COMPLETED TRAINING >= 20090501 or DATE COMPLETED
report period or DATE COMPLETED TRAINING is null) TRAINING is null)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and DATE
and DATE ENTERED TRAINING <= end of the report period ENTERED TRAINING <= end of the report period and [{TYPE
and [{TYPE OF TRAINING SERVICE #1 = 1 and (DATE OF TRAINING SERVICE #1 = 1 and (DATE COMPLETED
11. Number in on‐the‐job training (OJT) COMPLETED TRAINING #1 >= the beginning of the report TRAINING #1 >= 20090501 or DATE COMPLETED TRAINING
period or DATE COMPLETED TRAINING #1 is null)} or {TYPE #1 is null)} or {TYPE OF TRAINING SERVICE #2 = 1 and (DATE
OF TRAINING SERVICE #2 = 1 and (DATE COMPLETED COMPLETED TRAINING #2 >= 20090501 or DATE
TRAINING #2 >= the beginning of the report period or DATE COMPLETED TRAINING #2 is null)}]
COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and DATE
and DATE ENTERED TRAINING <= end of the report period ENTERED TRAINING <= end of the report period and [{TYPE
and [{TYPE OF TRAINING SERVICE #1 = 2 and (DATE OF TRAINING SERVICE #1 = 2 and (DATE COMPLETED
12. Number in skill upgrading and retraining COMPLETED TRAINING #1 >= the beginning of the report TRAINING #1 >= 20090501 or DATE COMPLETED TRAINING
period or DATE COMPLETED TRAINING #1 is null)} or {TYPE #1 is null)} or {TYPE OF TRAINING SERVICE #2 = 2 and (DATE
OF TRAINING SERVICE #2 = 2 and (DATE COMPLETED COMPLETED TRAINING #2 >= 20090501 or DATE
TRAINING #2 >= the beginning of the report period or DATE COMPLETED TRAINING #2 is null)}]
COMPLETED TRAINING #2 is null)}]
- 12 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and DATE
and DATE ENTERED TRAINING <= end of the report period ENTERED TRAINING <= end of the report period and [{TYPE
and [{TYPE OF TRAINING SERVICE #1 = 5 and (DATE OF TRAINING SERVICE #1 = 5 and (DATE COMPLETED
13. Number in customized training COMPLETED TRAINING #1 >= the beginning of the report TRAINING #1 >= 20090501 or DATE COMPLETED TRAINING
period or DATE COMPLETED TRAINING #1 is null)} or {TYPE #1 is null)} or {TYPE OF TRAINING SERVICE #2 = 5 and (DATE
OF TRAINING SERVICE #2 = 5 and (DATE COMPLETED COMPLETED TRAINING #2 >= 20090501 or DATE
TRAINING #2 >= the beginning of the report period or DATE COMPLETED TRAINING #2 is null)}]
COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and (RECEIVED
14. Number receiving supportive services
and (RECEIVED SUPPORTIVE SERVICES (EXCEPT NEEDS‐ SUPPORTIVE SERVICES (EXCEPT NEEDS‐RELATED
(except needs‐related payments)
RELATED PAYMENTS) = 1) PAYMENTS) = 1)
Count of UNIQUE RECORDS where ADULT and DATE OF Count of UNIQUE RECORDS where ADULT and DATE OF
PARTICIPATION <= end of the report period and (DATE OF PARTICIPATION <= end of the report period and (DATE OF
EXIT >= beginning of the report period or DATE OF EXIT is null) EXIT >= 20090501 or DATE OF EXIT is null) and DATE
15. Number receiving needs‐related payments and DATE ENTERED TRAINING <= end of the report period ENTERED TRAINING <= end of the report period and (DATE
and (DATE COMPLETED TRAINING >= the beginning of the COMPLETED TRAINING >= 20090501 or DATE COMPLETED
report period or DATE COMPLETED TRAINING is null) and TRAINING is null) and (NEEDS‐RELATED PAYMENTS = 1)
(NEEDS‐RELATED PAYMENTS = 1)
WIA Dislocated Workers
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
1. Total number of new participants served and DATE OF PARTICIPATION >= beginning of the report and DATE OF PARTICIPATION >= 20090501 and <= end of the
period and <= end of the report period report period
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
2. Total number of participants served (DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null)
EXIT is null)
- 13 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
3. Number of UI claimants (DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and (UC
EXIT is null) and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC
STATUS = 2 or UC ELIGIBLE STATUS = 3) ELIGIBLE STATUS = 3)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
4. Number of veterans EXIT is null) and (ELIGIBLE VETERAN STATUS = 1 or (ELIGIBLE VETERAN STATUS = 1 or ELIGIBLE VETERAN
ELIGIBLE VETERAN STATUS = 2 or ELIGIBLE VETERAN STATUS = 2 or ELIGIBLE VETERAN STATUS = 3)
STATUS = 3)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
5. Number of individuals with disabilities (DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
EXIT is null) and (INDIVIDUAL WITH A DISABILITY = 1) (INDIVIDUAL WITH A DISABILITY = 1)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
6. Number of individual training accounts (DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
(ITA) EXIT is null) and (ESTABLISHED INDIVIDUAL TRAINING (ESTABLISHED INDIVIDUAL TRAINING ACCOUNT = 1)
ACCOUNT = 1)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
7. Number of participants in training EXIT is null) and DATE ENTERED TRAINING <= end of the DATE ENTERED TRAINING <= end of the report period and
report period and (DATE COMPLETED TRAINING >= the (DATE COMPLETED TRAINING >= 20090501 or DATE
beginning of the report period or DATE COMPLETED COMPLETED TRAINING is null)
TRAINING is null)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
EXIT is null) and DATE ENTERED TRAINING <= end of the DATE ENTERED TRAINING <= end of the report period and
report period and [{TYPE OF TRAINING SERVICE #1 = 1 and [{TYPE OF TRAINING SERVICE #1 = 1 and (DATE
8. Number in on‐the‐job training (OJT)
(DATE COMPLETED TRAINING #1 >= the beginning of the COMPLETED TRAINING #1 >= 20090501 or DATE
report period or DATE COMPLETED TRAINING #1 is null)} or COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
{TYPE OF TRAINING SERVICE #2 = 1 and (DATE SERVICE #2 = 1 and (DATE COMPLETED TRAINING #2 >=
COMPLETED TRAINING #2 >= the beginning of the report 20090501 or DATE COMPLETED TRAINING #2 is null)}]
- 14 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
period or DATE COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
EXIT is null) and DATE ENTERED TRAINING <= end of the DATE ENTERED TRAINING <= end of the report period and
report period and [{TYPE OF TRAINING SERVICE #1 = 2 and [{TYPE OF TRAINING SERVICE #1 = 2 and (DATE
9. Number in skill upgrading and retraining (DATE COMPLETED TRAINING #1 >= the beginning of the COMPLETED TRAINING #1 >= 20090501 or DATE
report period or DATE COMPLETED TRAINING #1 is null)} or COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
{TYPE OF TRAINING SERVICE #2 = 2 and (DATE SERVICE #2 = 2 and (DATE COMPLETED TRAINING #2 >=
COMPLETED TRAINING #2 >= the beginning of the report 20090501 or DATE COMPLETED TRAINING #2 is null)}]
period or DATE COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
EXIT is null) and DATE ENTERED TRAINING <= end of the DATE ENTERED TRAINING <= end of the report period and
report period and [{TYPE OF TRAINING SERVICE #1 = 5 and [{TYPE OF TRAINING SERVICE #1 = 5 and (DATE
10. Number in customized training (DATE COMPLETED TRAINING #1 >= the beginning of the COMPLETED TRAINING #1 >= 20090501 or DATE
report period or DATE COMPLETED TRAINING #1 is null)} or COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
{TYPE OF TRAINING SERVICE #2 = 5 and (DATE SERVICE #2 = 5 and (DATE COMPLETED TRAINING #2 >=
COMPLETED TRAINING #2 >= the beginning of the report 20090501 or DATE COMPLETED TRAINING #2 is null)}]
period or DATE COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
11. Number receiving supportive services (DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
(except needs‐related payments) EXIT is null) and (RECEIVED SUPPORTIVE SERVICES (RECEIVED SUPPORTIVE SERVICES (EXCEPT NEEDS‐
(EXCEPT NEEDS‐RELATED PAYMENTS) = 1) RELATED PAYMENTS) = 1)
- 15 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where DISLOCATED WORKER Count of UNIQUE RECORDS where DISLOCATED WORKER
and DATE OF PARTICIPATION <= end of the report period and and DATE OF PARTICIPATION <= end of the report period and
(DATE OF EXIT >= beginning of the report period or DATE OF (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
12. Number receiving needs‐related payments EXIT is null) and DATE ENTERED TRAINING <= end of the DATE ENTERED TRAINING <= end of the report period and
report period and (DATE COMPLETED TRAINING >= the (DATE COMPLETED TRAINING >= 20090501 or DATE
beginning of the report period or DATE COMPLETED COMPLETED TRAINING is null) and (NEEDS‐RELATED
TRAINING is null) and (NEEDS‐RELATED PAYMENTS = 1) PAYMENTS = 1)
National Emergency Grants
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
1. Total number of new participants served GRANT and DATE OF PARTICIPATION >= beginning of the GRANT and DATE OF PARTICIPATION >= 20090501 and <=
report period and <= end of the report period end of the report period
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
2. Total number of participants served period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
DATE OF EXIT is null) null)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
3. Number of UI claimants DATE OF EXIT is null) and (UC ELIGIBLE STATUS = 1 or UC null) and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS
ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3) = 2 or UC ELIGIBLE STATUS = 3)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
4. Number of Veterans DATE OF EXIT is null) and (ELIGIBLE VETERAN STATUS = 1 null) and (ELIGIBLE VETERAN STATUS = 1 or ELIGIBLE
or ELIGIBLE VETERAN STATUS = 2 or ELIGIBLE VETERAN VETERAN STATUS = 2 or ELIGIBLE VETERAN STATUS = 3)
STATUS = 3)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
5. Number of individuals with disabilities period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
DATE OF EXIT is null) and (INDIVIDUAL WITH A null) and (INDIVIDUAL WITH A DISABILITY = 1)
DISABILITY = 1)
- 16 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
6. Number of individual training accounts period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
(ITA) DATE OF EXIT is null) and (ESTABLISHED INDIVIDUAL null) and (ESTABLISHED INDIVIDUAL TRAINING
TRAINING ACCOUNT = 1) ACCOUNT = 1)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
7. Number of participants in training DATE OF EXIT is null) and DATE ENTERED TRAINING <= end null) and DATE ENTERED TRAINING <= end of the report
of the report period and (DATE COMPLETED TRAINING >= period and (DATE COMPLETED TRAINING >= 20090501 or
the beginning of the report period or DATE COMPLETED DATE COMPLETED TRAINING is null)
TRAINING is null)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
DATE OF EXIT is null) and DATE ENTERED TRAINING <= end null) and DATE ENTERED TRAINING <= end of the report
of the report period and [{TYPE OF TRAINING SERVICE #1 = 1 period and [{TYPE OF TRAINING SERVICE #1 = 1 and (DATE
8. Number in on‐the‐job training (OJT) and (DATE COMPLETED TRAINING #1 >= the beginning of the COMPLETED TRAINING #1 >= 20090501 or DATE
report period or DATE COMPLETED TRAINING #1 is null)} or COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
{TYPE OF TRAINING SERVICE #2 = 1 and (DATE SERVICE #2 = 1 and (DATE COMPLETED TRAINING #2 >=
COMPLETED TRAINING #2 >= the beginning of the report 20090501 or DATE COMPLETED TRAINING #2 is null)}]
period or DATE COMPLETED TRAINING #2 is null)}]
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
DATE OF EXIT is null) and DATE ENTERED TRAINING <= end null) and DATE ENTERED TRAINING <= end of the report
of the report period and [{TYPE OF TRAINING SERVICE #1 = 2 period and [{TYPE OF TRAINING SERVICE #1 = 2 and (DATE
9. Number in skill upgrading and retraining and (DATE COMPLETED TRAINING #1 >= the beginning of the COMPLETED TRAINING #1 >= 20090501 or DATE
report period or DATE COMPLETED TRAINING #1 is null)} or COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
{TYPE OF TRAINING SERVICE #2 = 2 and (DATE SERVICE #2 = 2 and (DATE COMPLETED TRAINING #2 >=
COMPLETED TRAINING #2 >= the beginning of the report 20090501 or DATE COMPLETED TRAINING #2 is null)}]
period or DATE COMPLETED TRAINING #2 is null)}]
- 17 -
ATTACHMENT A
WIA ADULT AND DISLOCATED WORKER PROGRAMS, AND NATIONAL EMERGENCY GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
Count of UNIQUE RECORDS where NATIONAL Count of UNIQUE RECORDS where NATIONAL
EMERGENCY GRANT and DATE OF PARTICIPATION <= end EMERGENCY GRANT and DATE OF PARTICIPATION <= end
of the report period and (DATE OF EXIT >= beginning of the of the report period and (DATE OF EXIT >= 20090501 or DATE
report period or DATE OF EXIT is null) and DATE ENTERED OF EXIT is null) and DATE ENTERED TRAINING <= end of the
TRAINING <= end of the report period and [{TYPE OF report period and [{TYPE OF TRAINING SERVICE #1 = 5 and
TRAINING SERVICE #1 = 5 and (DATE COMPLETED (DATE COMPLETED TRAINING #1 >= 20090501 or DATE
10. Number in customized training TRAINING #1 >= the beginning of the report period or DATE COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING
COMPLETED TRAINING #1 is null)} or {TYPE OF TRAINING SERVICE #2 = 5 and (DATE COMPLETED TRAINING #2 >=
SERVICE #2 = 5 and (DATE COMPLETED TRAINING #2 >= the 20090501 or DATE COMPLETED TRAINING #2 is null)}]
beginning of the report period or DATE COMPLETED
TRAINING #2 is null)}]
Count of UNIQUE RECORDS where NATIONAL Count of UNIQUE RECORDS where NATIONAL
EMERGENCY GRANT and DATE OF PARTICIPATION <= end EMERGENCY GRANT and DATE OF PARTICIPATION <= end
11. Number receiving supportive services of the report period and (DATE OF EXIT >= beginning of the of the report period and (DATE OF EXIT >= 20090501 or DATE
(except needs‐related payments) report period or DATE OF EXIT is null) and (RECEIVED OF EXIT is null) and (RECEIVED SUPPORTIVE SERVICES
SUPPORTIVE SERVICES (EXCEPT NEEDS‐RELATED (EXCEPT NEEDS‐RELATED PAYMENTS) = 1)
PAYMENTS) = 1)
Count of UNIQUE RECORDS where NATIONAL EMERGENCY Count of UNIQUE RECORDS where NATIONAL EMERGENCY
GRANT and DATE OF PARTICIPATION <= end of the report GRANT and DATE OF PARTICIPATION <= end of the report
period and (DATE OF EXIT >= beginning of the report period or period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is
12. Number receiving needs‐related payments DATE OF EXIT is null) and DATE ENTERED TRAINING <= end null) and DATE ENTERED TRAINING <= end of the report
of the report period and (DATE COMPLETED TRAINING >= period and (DATE COMPLETED TRAINING >= 20090501 or
the beginning of the report period or DATE COMPLETED DATE COMPLETED TRAINING is null) and (NEEDS‐
TRAINING is null) and (NEEDS‐RELATED PAYMENTS = 1) RELATED PAYMENTS = 1)
- 18 -
Official attachment PDF: https://www.dol.gov/sites/dolgov/files/ETA/advisories/TEGL/2010/TEGL07-10a2.pdf
Attachment B
Monthly Reporting Requirements for the WIA Youth Recovery Act Services
The definitions and specifications for the data elements included in the form (included
below) are based on the current WIA performance reporting system. The reporting
requirements strive to keep the additional reporting burden for the state and local level
to a minimum, while ensuring that states report sufficient information that shows
stakeholders the impact of the Recovery Act. The reporting definitions and
specifications are the same for both Recovery Act youth and TANF youth participants
although not every performance item is reported for TANF youth participants (the
shaded performance items in the TANF waiver reporting columns on the attached ETA
form 9149 are not required for TANF participants).
Description of Performance Indicators
1) Work Readiness Attainment Rate
• Defined as the percentage of participants in summer employment (during the
summer period of May 1 through September 30) or a non-summer work
experience (during the period October 1 through April 30) who attain Work
Readiness based on the work readiness evaluation.
• Participants have until the end of their summer work experience to attain work
readiness for the summer employment piece of this indicator. All applicable
summer employment participants should be reported in this measure in the
report ending September 30. Participants in non-summer work experiences have
until April 30 (the beginning of the subsequent summer period) to attain work
readiness for the work experience piece of this indicator.
When setting work readiness goals, Local Workforce Investment Areas (LWIAs)
should follow the revised definition for work readiness skill goal provided
below.
Work Readiness Attainment Rate. The primary indicator for measuring youth
performance under Recovery Act funding is the work readiness attainment rate. Under
the Act, local areas were given flexibility in designing their work readiness indicator.
However, to enhance the effectiveness of the measure, the GAO report in September
2009 recommended that ETA “provide additional guidance on how to measure work
readiness of youth, with a goal of improving the comparability and rigor of the
measure.” Additionally, an ETA sponsored evaluation conducted by Mathematical
Policy Research (MPR) concluded that guidance is necessary to better guide the states
on the most appropriate “sources of data”, “types of skills”, and “timing and
frequency” of youth assessments.
In response, ETA has changed the definition of the work readiness to be based on a
worksite evaluation (see below). There has been no change to the reporting
-1-
specification for this indicator. However, the only relevant parts of the included
reporting specification specific to the summer employment period (May 1st –
September 30th) are the parts in the numerator and denominator before the plus. In
other words, only the part in the numerator regarding goal type 1 and the part in the
denominator regarding received summer employment are used during the summer
employment period. The other parts of the reporting specification deal with work
experiences outside of the summer period and are included in the case that the
Recovery Act funding extends beyond the current summer period.
Revised Methodology for Measuring Work Readiness. A worksite evaluation measuring
performance in the workplace is required to assess work readiness for the work
readiness indicator. Previous feedback has demonstrated that the most effective
method of assessing work readiness is to require the worksite supervisor to observe and
evaluate workplace performance. Having youth complete true/false or multiple choice
tests, which only measure knowledge and not behavior, is a less effective tool for
measuring work readiness. This worksite evaluation must be conducted by the
employer. The employer (i.e., worksite supervisor) who regularly observes
performance at the worksite is in the best position to assess the quality of a young
person’s work performance.
The worksite evaluation tool should focus on attaining a satisfactory level of workplace
proficiency as opposed to a measurable increase or gain (as previously defined in TEGL
No. 17-05). The attainment of proficiency or competency in the foundational and
worksite-specific skills necessary to be successful in the workplace should be
determined by the employer and should be based on the attainment of work behaviors
outlined in the worksite evaluation tool. This tool should clearly state the overall
criteria necessary to achieve workplace proficiency. For example, worksite evaluation
tools could state that work readiness proficiency can only be attained after: a) the
supervisor indicates satisfactory performance; and b) a minimum numerical score for
determining proficiency is achieved.
See Attachment D for a sample work readiness evaluation tool developed based on
tools used last summer. This attachment can serve as an optional template to use,
modify, or incorporate into existing employer evaluations.
Implementation of Employer Evaluation. Local area program staff should assist employers
in making the youth evaluation process as simple and seamless as possible. This should
include providing clear instructions on its use through employer orientations and
utilizing worksite monitoring visits to address any outstanding procedural questions or
concerns by the employer.
Employers should review the tool with the youth on or prior to the first day of the work
experience. Depending on the number of youth at a worksite and the employer’s
discretion, this can be done as part of an employer-led group orientation or
individually. At the conclusion, each youth should have a clear understanding of the
-2-
work readiness skills for which they will be measured, and how often they will be
measured.
It is recommended that employers conduct more than one evaluation throughout the
course of the work experience. Many local areas have expressed multiple benefits of
administering bi-weekly or mid-point assessments such as the ability for employers to:
offer youth constructive feedback; formally recognize positive work performances;
address small issues before they become larger ones; and formally communicate youth
performance with local program staff to ensure added support. An additional benefit is
local areas may be able to document the work readiness progress if a participant who
has already proven to be proficient in work readiness leaves the program prior to
completion.
Design of Employer Evaluation. The tool should measure work readiness skills most
desired by employers. This includes universal foundation skills such as: work habits
and professionalism (i.e., attendance, punctuality, attitude, appearance, responsibility,
initiative), teamwork and collaboration (i.e., interacting with co-workers, working in
teams, managing conflicts), communication skills (i.e., articulating thoughts clearly and
effectively, non-verbal communication, written), problem-solving/critical thinking (i.e.,
exercise sound reasoning, communicate new ideas, demonstrate
creativity/innovation). In addition, the tool should allow for flexibility to include
industry or job-specific skills as determined by the employer.
The tool should have clearly-defined grading criteria. While many past worksite
evaluation tools have utilized a “1 to 4” grading scale to measure youth performance,
not all tools have clearly defined the meaning and relevant value of each level. By
defining the criteria for the skills and behaviors that a youth must demonstrate, local
areas can decrease employer subjectivity and increase grading consistency across local
worksite evaluations. For example, a grading scale with blank boxes labeled “1=
unsatisfactory or 4 = exemplary” would be insufficient, whereas language describing
what constituted a 1 or a 4, would be more meaningful. See attachment D for an
optional work readiness tool.
Only the worksite evaluation will be required for the work readiness indicator.
However, local areas may still choose to utilize additional tools that might support
work readiness training activities and promote greater worksite performance. This can
include knowledge-based testing, observational assessments of work readiness training,
web-based tools, portfolio-building (e.g., resumes, business letters, references, etc.), and
any other relevant means of supporting worksite success.
2) Summer Employment/Work Experience Completion Rate
• The summer employment/work experience completion rate measures the rate of
participant completion of summer employment during the summer period.
Outside of the summer period, this indicator measures the rate of participant
completion of other non-summer work experiences.
-3-
• The rate is the number of youth who complete their summer employment
activity plus the number who complete a non-summer work experience
(numerator) divided by the number of youth who participate in summer
employment plus the number who participant in work experiences outside the
summer months (denominator).
• This indicator is intended to measure the percentage of participants who
complete their entire summer work experience or their non-summer work
experience without dropping out prior to the planned end date.
• States that receive a waiver to extend the work experience for 22-24 year olds
beyond September 30 should show completion of the summer employment
when it is completed even if it is beyond the summer months. If participants
participate in two different work experiences, the state should show completion
when they ended the first and subsequently the second when it is completed.
• This measure is only reported for Recovery Act youth participants.
Additional Clarification on Reporting
Who should be included on the monthly supplemental Recovery Act reports, and who should be
included on the regular WIA Youth reports (WIASRD, annual report, and quarterly report)?
• All youth served with any Recovery Act funds are to be reported on the
supplemental, monthly report.
• Any youth who is served by both Recovery Act funds and regular WIA Youth
funds is required to be reported in the supplemental monthly report and in the
regular WIA reports (WIASRD, annual report, quarterly report).
• Any youth who is served between May 1 and September 30 (the “summer”
period) and participates only in summer employment should only be included
on the supplemental monthly report.
• Youth, aged 22 to 24 years old, are an exception. Please see explanation below.
Which performance measures are required for youth in Recovery-Act funded activities and non-
Recovery-Act funded activities?
• If youth are only served between May 1 and September 30 (the “summer”
period), the only performance indicators required for these youth are the work
readiness indicator and the summer employment/work experience completion
rate. These youth would not be reported in the regular WIA Youth reports
(WIASRD, quarterly, or annual reports) regardless of service mix.
• If a youth served with Recovery Act funds does not participate in summer
employment or is served before May 1 or beyond September 30, he/she would
also be included in the regular WIA reports (WIASRD, annual report, quarterly
report) and be subject to the full set of WIA Youth measures or youth common
measures for those states that have a waiver to report common performance
measure outcomes only.
-4-
How should states report on youth, aged 22 to 24 years old, who fall outside the age eligibility
for the regular WIA Youth eligibility?
• Since youth, aged 22 to 24 years old, fall outside the age eligibility for the regular
WIA Youth eligibility, they should not be included in the regular WIA Youth
reports regardless of service mix or the timeframe in which they receive services.
ETA encourages states and/or local areas who serve 22 to 24 years old youth
beyond the summer period to co-enroll them in a WIA Adult and/or Dislocated
Worker program when appropriate. If such youth are co-enrolled in the WIA
Adult Program, they would be reported through the WIA Adult performance
measures. If such youth are co-enrolled in the WIA Dislocated Worker program,
they would be reported through the WIA Dislocated Worker performance
measures.
What is the definition of “summer employment” for reporting purposes?
• As defined in TEGL 14-08, “summer employment” may include any set of
allowable WIA Youth services that occur during the above referenced summer
months as long as it includes a work experience component. As a result,
performance item number 11 (number of participants placed in summer
employment) should contain only counts of youth that participated in summer
employment during the period May 1 through September 30.
What is the definition of “work experience” for reporting purposes?
• Work experience is defined under WIA regulations at 20 CFR 664.460.
How should states report the number of participants placed in work experiences outside the
summer months?
• Performance item number 12 (number of participants placed in work experience
outside of the summer months) counts the number of youth participating in a
work experience outside the summer months. This previously included those
participants that who had a summer work experience that was extended beyond
September 30 via the expired waiver.
Will the denominators for the summer/work experience completion rate and the percentage of
participants in summer employment/work experience who attain a work readiness skill goal
equal the sum of the number of participants placed in summer employment and the number of
participants placed in a work experience outside the summer months?
• The sum of performance item number 11 (number of participants placed in
summer employment) and performance item 12 (number of participants placed
in work experience outside of the summer months) will not necessarily equal the
denominators for the leading indicators for waiver states. This is due to
performance item 12 including summer employment participants that extend
their summer employment experiences beyond September 30th. The
denominators for the leading indicators do not count the waiver-related
-5-
extension of the summer work experiences as work experiences outside the
summer months.
• Performance item number 14 (number of participants receiving employment
services) has been changed to “number of participants transitioning into
unsubsidized employment.” This change provides a measure of the number of
youths that transition into unsubsidized employment.
-6-
-7-
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT DEFINITIONS
Performance Item Definition
A. PARTICIPANT SUMMARY INFORMATION
1. Total number of new The sum of youth participants who began participation during the
participants served reporting period.
2. Total number of participants The sum of youth participants during the reporting period.
served
The sum of youth participants who are male during the reporting
3a. Male
Gender
period.
The sum of youth participants who are female during the reporting
3b. Female
period.
The sum of youth participants who indicates that he/she is a person
4. Ethnicity: Hispanic/Latino of Cuban, Mexican, Puerto Rican, South or Central American, or
other Spanish culture in origin, regardless of race.
The sum of youth participants who indicates that he/she is a person
having origins in any of the original peoples of North America and
5a. American Indian
South America (including Central America), and who maintains
or Alaska Native
cultural identification through tribal affiliation or community
recognition.
The sum of youth participants who indicates that he/she is a person
having origins in any of the original peoples of the Far East,
Southeast Asia, or the Indian Subcontinent (e.g., India, Pakistan,
5b. Asian
Bangladesh, Sri Lanka, Nepal, Sikkim, and Bhutan). This area
Race
includes, for example, Cambodia, China, Japan, Korea, Malaysia,
Pakistan, the Philippine Islands, Thailand, and Vietnam.
5c. Black or African‐ The sum of youth participants who indicates that he/she is a person
American having origins in any of the black racial groups of Africa.
5d. Hawaiian Native The sum of youth participants who indicates that he/she is a person
or Other Pacific having origins in any of the original peoples of Hawaii, Guam,
Islander Samoa, or other Pacific Islands.
The sum of youth participants who indicates that he/she is a person
5e. White having origins in any of the original peoples of Europe, the Middle
East, or North Africa.
6a. 8th grade and The sum of youth participants whose highest school grade completed
under was 8th grade or under during the reporting period.
Education Level
The sum of youth participants whose highest school grade completed
was 9th grade to 12th grade inclusive during the reporting period.
6b. 9th grade ‐ 12th
(This includes individual with a disability who received a certificate
grade
of attendance/completion.)
6c. High School The sum of youth participants whose highest school grade completed
graduate or was High School graduate or equivalent.
equivalent
-8-
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of youth participants whose highest school grade completed
6d. 1 ‐ 3 years of
was 1 ‐ 3 years of college, or full‐time technical or vocational school.
college, or full‐time
(This includes individuals who received other post secondary degree
technical or vocational
or certificate or an associates diploma or degree (AA/AS))
school
The sum of youth participants whose highest school grade completed
6e. 4 years of college
was 4 years of college or more.
or more
The sum of youth participants who (a) have not received a secondary
school diploma or its recognized equivalent and is attending any
secondary school (including elementary, intermediate, junior high
school, whether full or part‐time), or are between school terms and
intends to return to school; (b) have not received a secondary school
diploma or its recognized equivalent and are attending an alternative
7a. In‐school youth high school or an alternative course of study approved by the local
School Status
educational agency whether full or part‐time; or (c) have received a
secondary school diploma or its recognized equivalent and is
attending a post‐secondary school (whether full or part‐time), except
for those who are basic skill deficient, or are between school terms
and intends to return to school.
The sum of youth participants who are: (a) no longer attending any
school and have not received a secondary school diploma or its
7b. Out‐of‐school recognized equivalent; (b) not attending any school and have either
youth graduated from high school or hold a GED; or (c) attending post‐
secondary school and are basic skills deficient.
The sum of participants between the ages of 14 and 18 at first
8a. 14 ‐ 18 Recovery Act service date.
The sum of participants between the ages of 19 and 21 at first
Age
8b. 19 ‐ 21 Recovery Act service date.
The sum of youth participants between the ages of 22 and 24 at first
8c. 22 ‐ 24 Recovery Act service date.
-9-
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of participants that indicate that he/she has any ʺdisability,ʺ
as defined in Section 3(2)(a) of the Americans with Disabilities Act of
1990 (42 U.S.C. 12102). Under that definition, a ʺdisabilityʺ is a
physical or mental impairment that substantially limits one or more
of the personʹs major life activities. (For definitions and examples of
9. Individuals with disabilities
ʺphysical or mental impairmentʺ and ʺmajor life activities,ʺ see
paragraphs (1) and (2) of the definition of the term ʺdisabilityʺ in 29
CFR 37.4, the definition section of the WIA non‐discrimination
regulations.)
The sum of participants who served in the active U.S. military, naval,
or air service for a period of less than or equal to 180 days, and who
was discharged or released from such service under conditions other
than dishonorable, or the individual served on active duty for a
period of more than 180 days and was discharged or released with
other than a dishonorable discharge; or was discharged or released
because of a service connected disability; or as a member of a reserve
component under an order to active duty pursuant to section 167 (a),
(d), or, (g), 673 (a) of Title 10, U.S.C., served on active duty during a
period of war or in a campaign or expedition for which a campaign
badge is authorized and was discharged or released from such duty
with other than a dishonorable discharge. Include also the sum of
WIA Adult participants who are (a) the spouse of any person who
10. Eligible Veterans
died on active duty or of a service‐connected disability; (b) the
spouse of any member of the Armed Forces serving on active duty
who at the time of application for assistance under this part, is listed,
pursuant to 38 U.S.C. 101 and the regulations issued there under, by
the Secretary concerned, in one or more of the following categories
and has been so listed for more than 90 days: (i) missing in action, (ii)
captured in the line of duty by a hostile force, or (iii) forcibly
detained or interned in the line of duty by a foreign government or
power; or (c) the spouse of any person who has a total disability
permanent in nature resulting from a service‐connected disability or
the spouse of a veteran who died while a disability so evaluated was
in existence.
The sum of youth participants who participated in summer
employment during the report period. Note: Per TEGL 14‐08 in
11. Number of participants
order to be classified as summer employment, a work experience
placed in summer employment
component must be included.
12. Number of participants The sum of youth participants who participated in work experiences
placed in work experiences during the reporting period (excluding the summer months).
outside of the summer months
- 10 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of youth participants who received educational
achievement services during the reporting period. Educational
13. Number of participants
achievement services include, but are not limited to, tutoring, study
served receiving educational
skills training, and instruction leading to secondary school
achievement services
completion, including dropout prevention strategies; and alternative
secondary school offerings.
The sum of youth participants who participate in either summer
14. Number of participants
youth employment or a work experience outside the summer months
transitioning into unsubsidized
that subsequently transition into unsubsidized employment.
employment
NOTE: This performance item is based on exiters.
The sum of youth participants who receive supports for youth
services during the report period that include, but are not limited to,
the following: (a) adult mentoring for a duration of at least twelve
15. Number of participants
(12) months, that may occur both during and after program
receiving additional support
participation or (b) comprehensive guidance and counseling,
services for youth
including drug and alcohol abuse counseling, as well as referrals to
counseling, as appropriate to the needs of the individual youth.
The sum of youth participants who receive services during the report
period that include, but are not limited to, opportunities that
encourage responsibility, employability, and other positive social
behaviors such as (a) exposure to post‐secondary educational
opportunities; (b) community and service learning projects; (c) peer‐
16. Number of participants
centered activities, including peer mentoring and tutoring; (d)
receiving leadership
organizational and team work training, including team leadership
development opportunities
training; (e) training in decision making, including determining
priorities; and (f) citizenship training, including life skills training
such as parenting, work behavior training, and budgeting of
resources.
The sum of youth participants who receive follow‐up services during
the report period. Follow‐up services for youth include (a) regular
contact with a youth participantʹs employer, including assistance in
17. Number of participants addressing work‐related problems that arise; (b) assistance in
receiving follow up services securing better paying jobs, career development and further
education; (c) work‐related peer support groups; (d) adult mentoring;
and (e) tracking the progress of youth in employment after training.
The sum of youth participants who participated in summer
18. Number of summer employment and continued to receive services beyond September 30
employment participants (of the year in which they participate in summer employment)
enrolled in services beyond through any other program, including the WIA Youth Recovery Act
summer employment. program or other WIA funded programs.
- 11 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT DEFINITIONS
Performance Item Definition
B. LEADING INDICATOR of PERFORMANCE
The percentage of youth participants who attain a satisfactory level of
1. Work readiness attainment work place proficiency or competency in foundational and/or
rate. worksite‐specific skills based on an employer‐conducted evaluation.
The percentage of youth participants who complete their summer
2. Summer employment/work employment or other work experience without dropping out prior to
experience completion rate. the scheduled end date of the work experience.
- 12 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERY ACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
A. PARTICIPANT SUMMARY INFORMATION
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE FIRST
FIRST YOUTH SERVICE >= beginning of the report period and YOUTH SERVICE >= 20090501 and <= end of the report period
1. Total number of new participants served
<= end of the report period
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
2. Total number of participants served OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null)
null)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
3a. Male OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and GENDER = 1
null) and GENDER = 1
Gender
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
3b. Female OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and GENDER = 2
null) and GENDER = 2
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
4. Ethnicity: Hispanic/Latino OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and ETHNICITY
null) and ETHNICITY HISPANIC/LATINO = 1 HISPANIC/LATINO = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
5a. American Indian or Alaska OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and AMERICAN
Native null) and AMERICAN INDIAN OR ALASKA NATIVE = 1 INDIAN OR ALASKA NATIVE = 1
Race
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
5b. Asian OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and ASIAN = 1
null) and ASIAN = 1
- 13 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
5c. Black or African‐American OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and BLACK OR
null) and BLACK OR AFRICAN AMERICAN = 1 AFRICAN AMERICAN = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
5d. Hawaiian Native or Other OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and NATIVE
Pacific Islander null) and NATIVE HAWAIIAN OR OTHER PACIFIC HAWAIIAN OR OTHER PACIFIC ISLANDER = 1
ISLANDER = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
5e. White OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and WHITE = 1
null) and WHITE = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
6a. 8th grade and under OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and HIGHEST
null) and HIGHEST SCHOOL GRADE COMPLETED <= 8 SCHOOL GRADE COMPLETED <= 8
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
Education Level
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and ((HIGHEST
6b. 9th grade ‐ 12th grade null) and ((HIGHEST SCHOOL GRADE COMPLETED >= 9 and SCHOOL GRADE COMPLETED >= 9 and HIGHEST SCHOOL
HIGHEST SCHOOL GRADE COMPLETED <= 12) or HIGHEST GRADE COMPLETED <= 12) or HIGHEST SCHOOL GRADE
SCHOOL GRADE COMPLETED = 89) COMPLETED = 89)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
6c. High School graduate or OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (HIGHEST
equivalent null) and (HIGHEST SCHOOL GRADE COMPLETED = 87 or SCHOOL GRADE COMPLETED = 87 or HIGHEST SCHOOL
HIGHEST SCHOOL GRADE COMPLETED = 88) GRADE COMPLETED = 88)
- 14 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and ((HIGHEST
6d. 1 ‐ 3 years of college, or full‐
null) and ((HIGHEST SCHOOL GRADE COMPLETED >= 13 and SCHOOL GRADE COMPLETED >= 13 and HIGHEST SCHOOL
time technical or vocational
HIGHEST SCHOOL GRADE COMPLETED <= 15) or HIGHEST GRADE COMPLETED <= 15) or HIGHEST SCHOOL GRADE
school
SCHOOL GRADE COMPLETED = 90 or HIGHEST SCHOOL COMPLETED = 90 or HIGHEST SCHOOL GRADE
GRADE COMPLETED = 91) COMPLETED = 91)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (HIGHEST
6e. 4 years of college or more
null) and (HIGHEST SCHOOL GRADE COMPLETED = 16 or SCHOOL GRADE COMPLETED = 16 or HIGHEST SCHOOL
HIGHEST SCHOOL GRADE COMPLETED = 17) GRADE COMPLETED = 17)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and ((SCHOOL
null) and ((SCHOOL STATUS AT PARTICIPATION => 1 and STATUS AT PARTICIPATION => 1 and SCHOOL STATUS AT
7a. In‐school youth SCHOOL STATUS AT PARTICIPATION <= 2) or (SCHOOL PARTICIPATION <= 2) or (SCHOOL STATUS AT
STATUS AT PARTICIPATION = 3 and (BASIC LITERACY PARTICIPATION = 3 and (BASIC LITERACY SKILLS
School Status
SKILLS DEFICIENCY = 2 or BASIC LITERACY SKILLS DEFICIENCY = 2 or BASIC LITERACY SKILLS DEFICIENCY is
DEFICIENCY is null))) null)))
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (SCHOOL
7b. Out‐of‐school youth null) and (SCHOOL STATUS AT PARTICIPATION > 3 or STATUS AT PARTICIPATION > 3 or (SCHOOL STATUS AT
(SCHOOL STATUS AT PARTICIPATION = 3 and BASIC PARTICIPATION = 3 and BASIC LITERACY SKILLS
LITERACY SKILLS DEFICIENCY = 1)) DEFICIENCY = 1))
- 15 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (DATE OF
null and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) FIRST YOUTH SERVICE ‐ DATE OF BIRTH) >=14 and (DATE
>=14 and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) <= 18
BIRTH) <= 18
8a. 14 ‐ 18
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (DATE OF
null) and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) >=19 and (DATE
Age
BIRTH) >=19 and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) <= 21
8b. 19 ‐ 21 OF BIRTH) <= 21
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (DATE OF
null) and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) >=22 and (DATE
BIRTH) >=22 and (DATE OF FIRST YOUTH SERVICE ‐ DATE OF FIRST YOUTH SERVICE ‐ DATE OF BIRTH) <= 24
8c. 22 ‐ 24 OF BIRTH) <= 24
- 16 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
9. Individuals with disabilities OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and
null) and INDIVIDUAL WITH A DISABILITY = 1 INDIVIDUAL WITH A DISABILITY = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and (ELIGIBLE
10. Eligible Veterans
null) and (ELIGIBLE VETERAN STATUS = 1 or ELIGIBLE VETERAN STATUS = 1 or ELIGIBLE VETERAN STATUS = 2 or
VETERAN STATUS = 2 or ELIGIBLE VETERAN STATUS = 3) ELIGIBLE VETERAN STATUS = 3)
IF the date of the reporting period is on or after May 1st or on or Count of UNIQUE RECORDS where YOUTH and DATE OF
before September 30th FIRST YOUTH SERVICE <= end of the report period and (DATE
[Count of UNIQUE RECORDS where YOUTH and DATE OF OF EXIT >= 20090501 or DATE OF EXIT is null) and RECEIVED
FIRST YOUTH SERVICE <= end of the report period and (DATE SUMMER EMPLOYMENT OPPORTUNITIES = 1 and the date of
OF EXIT >= beginning of the report period or DATE OF EXIT is service is >= May 1st and <= September 30th
11. Number of participants placed in summer
null) and {RECEIVED SUMMER EMPLOYMENT
employment
OPPORTUNITIES 2009 = 1 and the date of service is >= May 1st
2009 and <= September 30th 2009} or {RECEIVED SUMMER
EMPLOYMENT OPPORTUNITIES 2010 = 1 and the date of
service is >= May 1st 2010 and <= September 30th 2010}]
IF the date of the reporting period is on or after October 1st or on Count of UNIQUE RECORDS where YOUTH and DATE OF
or before April 30th FIRST YOUTH SERVICE <= end of the report period and (DATE
[Count of UNIQUE RECORDS where YOUTH and DATE OF OF EXIT >= 20090501 or DATE OF EXIT is null) and PLACED IN
FIRST YOUTH SERVICE <= end of the report period and (DATE WORK EXPERIENCE = yes and (the date of service is >= October
12. Number of participants placed in work OF EXIT >= beginning of the report period or DATE OF EXIT is 1st and <= April 30th)
experiences outside of the summer months null) and PLACED IN WORK EXPERIENCE 2010 = yes and (the
date of service is >= October 1st and <= April 30th)] Note: PLACED IN WORK EXPERIENCE is not a WIASRD
element
Note: PLACED IN WORK EXPERIENCE is not a WIASRD
element
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
13. Number of participants served receiving
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and RECEIVED
educational achievement services
null) and RECEIVED EDUCATIONAL ACHIEVEMENT EDUCATIONAL ACHIEVEMENT SERVICES = 1
SERVICES = 1
- 17 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and DATE FIRST YOUTH SERVICE <= end of the report period and DATE
OF EXIT >= beginning of the report period and RECEIVED OF EXIT >= 20090501 and RECEIVED SUMMER EMPLOYMENT
SUMMER EMPLOYMENT OPPORTUNITIES = 1 or PLACED IN OPPORTUNITIES = 1 or PLACED IN WORK EXPERIENCE = yes
14. Number of participants transitioning into
WORK EXPERIENCE = yes and [(EMPLOYED 1ST QUARTER and [(EMPLOYED 1ST QUARTER AFTER EXIT QUARTER = 1
unsubsidized employment
AFTER EXIT QUARTER = 1 and TYPE OF EMPLOYMENT and TYPE OF EMPLOYMENT MATCH QUARTER AFTER EXIT
MATCH QUARTER AFTER EXIT = 5) or WAGES QUARTER = 5) or WAGES QUARTER AFTER EXIT > 0)]
AFTER EXIT > 0)]
NOTE: This performance item is based on exiters. NOTE: This performance item is based on exiters.
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
15. Number of participants receiving OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and RECEIVED
additional support services for youth null) and RECEIVED ADDITIONAL SUPPORT FOR YOUTH ADDITIONAL SUPPORT FOR YOUTH SERVICES = 1
SERVICES = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
16. Number of participants receiving OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and RECEIVED
leadership development opportunities null) and RECEIVED LEADERSHIP DEVELOPMENT LEADERSHIP DEVELOPMENT OPPORTUNITIES = 1
OPPORTUNITIES = 1
Count of UNIQUE RECORDS where YOUTH and DATE OF Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
17. Number of participants receiving follow
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and RECEIVED
up services
null) and RECEIVED FOLLOW‐UP SERVICES = 1 FOLLOW‐UP SERVICES = 1
- 18 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
Count of UNIQUE RECORDS where YOUTH FUNDED BY Count of UNIQUE RECORDS where YOUTH FUNDED BY
STIMULUS and RECEIVED SUMMER EMPLOYMENT STIMULUS and RECEIVED SUMMER EMPLOYMENT
OPPORTUNITIES = 1 and (DATE OF EXIT >= beginning of the OPPORTUNITIES = 1 and (DATE OF EXIT >= 20090501 or DATE
report period or DATE OF EXIT is null) and (WIA Adult = yes or OF EXIT is null) and (WIA Adult = yes or WIA Dislocated
WIA Dislocated Worker = yes or WIA Youth not funded by Worker = yes or WIA Youth not funded by stimulus= yes or
18. Number of summer employment stimulus= yes or Wagner‐Peyser = yes) and [(MOST RECENT Wagner‐Peyser = yes) and [(MOST RECENT DATE OF SERVICE
participants enrolled in services beyond DATE OF SERVICE <= DATE OF EXIT and > end of initial <= DATE OF EXIT and > end of initial summer employment)]
summer employment. summer employment)]
Note: End of initial summer employment is the last date of
Note: End of initial summer employment is the last date of summer employment for the first summer employment period
summer employment for the first summer employment period on or after 20090501.
on or after 20090501.
B. LEADING INDICATOR of PERFORMANCE
- 19 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (B)
[(Count of UNIQUE RECORDS where YOUTH and DATE OF [(Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and GOAL #1
null) and GOAL #1 TYPE = 3 and ATTAINMENT OF GOAL #1 = TYPE = 3 and ATTAINMENT OF GOAL #1 = 1 )
1) Plus
Plus (Count of UNIQUE RECORDS where YOUTH and DATE OF
(Count of UNIQUE RECORDS where YOUTH and DATE OF FIRST YOUTH SERVICE <= end of the report period and (DATE
FIRST YOUTH SERVICE <= end of the report period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and GOAL #2
OF EXIT >= beginning of the report period or DATE OF EXIT is TYPE = 3 and ATTAINMENT OF GOAL #2 = 1 and WORK
null) and GOAL #2 TYPE = 3 and ATTAINMENT OF GOAL #2 = EXPERIENCE CONTINUATION FLAG = No)]
1 and WORK EXPERIENCE CONTINUATION FLAG = No)]
divided by divided by
[(Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE [(Count of UNIQUE RECORDS where YOUTH and DATE OF
OF EXIT >= beginning of the report period or DATE OF EXIT is FIRST YOUTH SERVICE <= end of the report period and (DATE
null) and RECEIVED SUMMER EMPLOYMENT OF EXIT >= 20090501 or DATE OF EXIT is null) and
1. Work readiness attainment rate
OPPORTUNITIES = 1) RECEIVED SUMMER EMPLOYMENT OPPORTUNITIES = 1)
Plus Plus
(Count of UNIQUE RECORDS where YOUTH and DATE OF (Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and
null) and PLACED IN WORK EXPERIENCE = yes and (the date PLACED IN WORK EXPERIENCE = yes and (the date of service
of service is >= October 1st and <= April 30th) is >= October 1st and <= April 30th) and WORK EXPERIENCE
and WORK EXPERIENCE CONTINUATION FLAG = No)] CONTINUATION FLAG = No)]
Notes: WORK EXPERIENCE CONTINUATION FLAG is not a Notes: WORK EXPERIENCE CONTINUATION FLAG is not a
WIASRD element. It flags whether the work experience was a WIASRD element. It flags whether the work experience was a
continuation of an existing experience, where yes is a continuation of an existing experience, where yes is a
continuation. continuation.
Participants can only be counted at most two times in this Participants can only be counted at most two times in this
measure. This condition applies to those youth that participated measure. This condition applies to those youth that participated
in 2009 and never exited. in 2009 and never exited.
- 20 -
ATTACHMENT B
YOUTH SERVED WITH WIA RECOVERYACT RESOURCES
MONTHLY REPORT SPECIFICATIONS
Report Specification
Performance Item
Current Month (A) Program‐to‐Date (C)
{(Count of UNIQUE RECORDS where YOUTH and DATE OF {(Count of UNIQUE RECORDS where YOUTH and DATE OF
FIRST YOUTH SERVICE <= end of the report period and (DATE FIRST YOUTH SERVICE <= end of the report period and (DATE
OF EXIT >= beginning of the report period or DATE OF EXIT is OF EXIT >= 20090501 or DATE OF EXIT is null) and
null) and COMPLETED SUMMER EMPLOYMENT PROGRAM COMPLETED SUMMER EMPLOYMENT PROGRAM = yes)
= yes) Plus
Plus [(Count of UNIQUE RECORDS where YOUTH and DATE OF
[Count of UNIQUE RECORDS where YOUTH and DATE OF FIRST YOUTH SERVICE <= end of the report period and (DATE
FIRST YOUTH SERVICE <= end of the report period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
OF EXIT >= beginning of the report period or DATE OF EXIT is (COMPLETED SECOND SEPARATE WORK EXPERIENCE = yes
null) and (COMPLETED SECOND SEPARATE WORK and date of beginning of separate second work experience >=
EXPERIENCE = yes and date of beginning of separate second October 1st and <= April 30th and WORK EXPERIENCE
work experience >= October 1st and <= April 30th and WORK CONTINUATION FLAG = No)]}
EXPERIENCE CONTINUATION FLAG = No)]}
divided by
divided by
[(Count of UNIQUE RECORDS where YOUTH and DATE OF
[(Count of UNIQUE RECORDS where YOUTH and DATE OF FIRST YOUTH SERVICE <= end of the report period and (DATE
2. Summer employment/work experience FIRST YOUTH SERVICE <= end of the report period and (DATE OF EXIT >= 20090501 or DATE OF EXIT is null) and
completion rate OF EXIT >= beginning of the report period or DATE OF EXIT is RECEIVED SUMMER EMPLOYMENT OPPORTUNITIES = 1)
null) and RECEIVED SUMMER EMPLOYMENT Plus
OPPORTUNITIES = 1) (Count of UNIQUE RECORDS where YOUTH and DATE OF
Plus FIRST YOUTH SERVICE <= end of the report period and (DATE
(Count of UNIQUE RECORDS where YOUTH and DATE OF OF EXIT >= 20090501 or DATE OF EXIT is null) and
FIRST YOUTH SERVICE <= end of the report period and (DATE PLACED IN WORK EXPERIENCE = yes and (the date of service
OF EXIT >= beginning of the report period or DATE OF EXIT is is >= October 1st and <= April 30th)
null) and PLACED IN WORK EXPERIENCE = yes and (the date and WORK EXPERIENCE CONTINUATION FLAG = No)]}
of service is >= October 1st and <= April 30th) and WORK
EXPERIENCE CONTINUATION FLAG = No)] Notes: WORK EXPERIENCE CONTINUATION FLAG is not a
WIASRD element. It flags whether the work experience was a
Notes: WORK EXPERIENCE CONTINUATION FLAG is not a continuation of an existing experience, where yes is a
WIASRD element. It flags whether the work experience was a continuation.
continuation of an existing experience, where yes is a Participants can only be counted at most two times in this
continuation. measure. This condition applies to those youth that participated
Participants can only be counted at most two times in this in 2009 and never exited.
measure. This condition applies to those youth that participated
in 2009 and never exited.
- 21 -
Official attachment PDF: https://www.dol.gov/sites/dolgov/files/ETA/advisories/TEGL/2010/TEGL07-10a3.pdf
Attachment C
Monthly Reporting Requirements for the Wagner-Peyser Act Program, Including the
Reemployment Services Grants
State grantees will begin reporting on a monthly basis on current activities for the
Wagner-Peyser Program, and Reemployment Services Grants, on July 15 for the month
of June. The definitions for the data elements included in the form are taken from the
current Wagner-Peyser performance reporting system. The Wagner-Peyser Act
monthly performance reporting is divided into two components: Wagner-Peyser Act
base grants and Reemployment Services Grants.
In the Wagner-Peyser Act Program, self-service only employment service participants
are reported in the self-service columns for both the current month and program to date
columns.
Additional Clarification on Reporting
Should self service only Wagner-Peyser participants be removed from the program-to-date totals
when they receive a staff assisted service?
Yes, states should remove self service participants from the program-to-date totals in
cases where the self-serviced participants receive staff assisted services in the current or
any subsequent month. The edit check specification for this data element has been
adjusted to allow for this situation.
-1-
-2-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
1. Total number of new The sum of participants who began participation during the
participants served reporting period.
2. Total number of participants The sum of participants during the reporting period.
served
The sum of participants who served in the active U.S. military, naval,
or air service for a period of more than 180 days and was discharged
or released with other than a dishonorable discharge; or was
discharged or released because of a service connected disability; or as
a member of a reserve component under an order to active duty
pursuant to section 167 (a), (d), or, (g), 673 (a) of Title 10, U.S.C.,
served on active duty during a period of war or in a campaign or
expedition for which a campaign badge is authorized and was
discharged or released from such duty with other than a
dishonorable discharge. Include also the sum of WIA Adult
participants who are (a) the spouse of any person who died on active
duty or of a service‐connected disability; (b) the spouse of any
member of the Armed Forces serving on active duty who at the time
3. Number of Veterans served of application for assistance under this part, is listed, pursuant to 38
U.S.C. 101 and the regulations issued thereunder, by the Secretary
concerned, in one or more of the following categories and has been so
listed for more than 90 days: (i) missing in action, (ii) captured in the
line of duty by a hostile force, or (iii) forcibly detained or interned in
the line of duty by a foreign government or power; or (c) the spouse
of any person who has a total disability permanent in nature
resulting from a service‐connected disability or the spouse of a
veteran who died while a disability so evaluated was in existence.
NOTE: This definition also includes the sum of transitioning service
members (TMS) that are in active duty status (including separation
leave) who participate in employment services and are within 24
months of retirement or 12 months of separation.
-3-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
The sum of participants who received workforce information services
during the reporting period including information on state and local
labor market conditions; industries, occupations and characteristics of
the workforce; area business identified skills needs; employer wage
4. Number received workforce and benefit trends; short and long term industry and occupational
information services projections; worker supply and demand; and job vacancies survey
results. Workforce information also includes local employment
dynamics information such as workforce availability; business
turnover rates; job creation; and job identification of high growth and
high demand industries.
The sum of participants who received services which include the
provision of information, materials, suggestions, or advice which are
5. Number received career
intended to assist the job seeker in making occupation or career
guidance
decisions during the reporting period.
The sum of participants who received services during the reporting
period which are designed to help the job seeker plan and carry out a
successful job hunting strategy. The services include resume
preparation assistance, job search workshops, job finding clubs, and
development of a job search plan. ʺResume Assistanceʺ ‐ Providing
instructions on the content and format of resumes and cover letters
and providing assistance in the development and production of the
same. ʺJob Search Workshopsʺ ‐ An organized activity that provides
instructions on resume writing, application preparation, interviewing
6. Number received job search skills, and/or job lead development. ʺJob Finding Clubsʺ ‐ have all
activities the elements of the ES Job Search Workshop, plus a period of
structured application where participants attempt to obtain jobs. ʺJob
Search Planningʺ ‐ Development of a plan (not necessarily a written
plan) that includes the necessary steps and timetables to achieve
employment in specific occupational, industry, or geographic area.
NOTE: (a) Provision of workforce information services is not
included in this definition (b) Attendance at Transition Assistance
Program (TAP) employment workshop is not included in this
definition.
The sum of participants who were referred to employment during
the reporting period. A referral to employment is (a) the act of
7. Number referred to bringing to the attention of an employer an applicant or group of
employment registered job seekers who are available for a job and (b) the record of
such a referral. It means the same as ʺreferral to a job.ʺ
The sum of participants who were referred to a service delivery
8. Number referred to WIA component funded under Title I of the Workforce Investment Act of
services 1998 during the reporting period.
-4-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT DEFINITIONS
Performance Item Definition
9. Number referred to training, The sum of participants who were referred to federally funded
including WIA‐funded training training including WIA‐funded training under Title I of the
Workforce Investment Act of 1998 during the reporting period.
(Note: Reemployment Service
Participants only)
-5-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES SELF SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C) Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers All Job Seekers All Job Seekers
A. WAGNER PEYSER EMPLOYMENT SERVICE PARTICIPANT SUMMARY INFORMATION
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION is PROGRAM PARTICIPATION >= PROGRAM PARTICIPATION is PROGRAM PARTICIPATION >=
within the report period and 20090501 and <= end of the report within the report period and 20090501 and <= end of the report
MOST RECENT DATE RECEIVED period and MOST RECENT DATE MOST RECENT DATE RECEIVED period and MOST RECENT DATE
1. Total number of new
STAFF ASSISTED SERVICES is RECEIVED STAFF ASSISTED NON STAFF ASSISTED RECEIVED NON STAFF
participants served
within the report period SERVICES is <= end of the report SERVICES is within the report ASSISTED SERVICES <= end of
period period and MOST RECENT DATE the report period and MOST
RECEIVED STAFF ASSISTED RECENT DATE RECEIVED STAFF
SERVICES is null. ASSISTED SERVICES is null.
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and end of the report period and end of the report period and end of the report period and DATE
(DATE OF EXIT >= beginning of (DATE OF EXIT >= 20090501 or (DATE OF EXIT >= beginning of OF EXIT >= 20090501 or is null and
2. Total number of the report period or DATE OF DATE OF EXIT is null) and MOST the report date or DATE OF EXIT MOST RECENT DATE RECEIVED
participants served EXIT is null) and MOST RECENT RECENT DATE RECEIVED STAFF is null) and MOST RECENT DATE NON STAFF ASSISTED
DATE RECEIVED STAFF ASSISTED SERVICES <= end of the RECEIVED NON STAFF SERVICES <= end of the report
ASSISTED SERVICES is within the report period ASSISTED SERVICES is within the period and MOST RECENT DATE
report period report period and MOST RECENT RECEIVED STAFF ASSISTED
DATE RECEIVED STAFF SERVICES is null.
ASSISTED SERVICES is null.
-6-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES SELF SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C) Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers All Job Seekers All Job Seekers
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= the 20090501 or DATE OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null OF EXIT is null and (ELIGIBLE period or DATE OF EXIT is null EXIT is null and (ELIGIBLE
and (ELIGIBLE VETERAN VETERAN STATUS = 2 or and (ELIGIBLE VETERAN VETERAN STATUS = 2 or
STATUS = 2 or ELIGIBLE ELIGIBLE VETERAN STATUS = 3 STATUS = 2 or ELIGIBLE ELIGIBLE VETERAN STATUS = 3
3. Number of Veterans
VETERAN STATUS = 3 or or TRANSITIONING SERVICE VETERAN STATUS = 3 or or TRANSITIONING SERVICE
served
TRANSITIONING SERVICE MEMBER (TSM) STATUS =1) and TRANSITIONING SERVICE MEMBER (TSM) STATUS =1) and
MEMBER (TSM) STATUS =1) and MOST RECENT DATE RECEIVED MEMBER (TSM) STATUS =1) and MOST RECENT DATE RECEIVED
MOST RECENT DATE RECEIVED STAFF ASSISTED SERVICES <= MOST RECENT DATE RECEIVED NON STAFF ASSISTED
STAFF ASSISTED SERVICES is end of the report period. NON STAFF ASSISTED SERVICES <= end of the report
within the report period SERVICES is within the report period and MOST RECENT DATE
period and MOST RECENT DATE RECEIVED STAFF ASSISTED
RECEIVED STAFF ASSISTED SERVICES is null.
SERVICES is null.
-7-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES SELF SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C) Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers All Job Seekers All Job Seekers
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= the 20090501 or DATE OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null OF EXIT is null and (MOST period or DATE OF EXIT is null EXIT is null and MOST RECENT
and (MOST RECENT DATE RECENT DATE RECEIVED STAFF and MOST RECENT DATE DATE RECEIVED NON STAFF
RECEIVED STAFF ASSISTED ASSISTED WORKFORCE RECEIVED NON STAFF ASSISTED WORKFORCE
WORKFORCE INFORMATION INFORMATION SERVICES is <= ASSISTED WORKFORCE INFORMATION SERVICES is
4. Number received
SERVICES is within the report the end of the report period or INFORMATION SERVICES is within the report period and
workforce information
period or MOST RECENT DATE MOST RECENT DATE RECEIVED within the report period and MOST RECENT DATE RECEIVED
services
RECEIVED STAFF ASSISTED STAFF ASSISTED WORKFORCE MOST RECENT DATE RECEIVED STAFF ASSISTED SERVICES is
WORKFORCE INFORMATION INFORMATION SERVICES STAFF ASSISTED SERVICES is null.
SERVICES (DVOP) is within the (DVOP) is <= the end of the report null.
report period or MOST RECENT period or MOST RECENT DATE
DATE RECEIVED STAFF RECEIVED STAFF ASSISTED
ASSISTED WORKFORCE WORKFORCE INFORMATION
INFORMATION SERVICES SERVICES (LVER) is <= the end of
(LVER) is within the report period) the report period)
-8-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES SELF SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C) Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers All Job Seekers All Job Seekers
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null EXIT is null and (MOST RECENT period or DATE OF EXIT is null EXIT is null and MOST RECENT
and (MOST RECENT DATE DATE RECEIVED CAREER and MOST RECENT DATE DATE RECEIVED NON STAFF
5. Number received
RECEIVED CAREER GUIDANCE GUIDANCE is <= the end of the RECEIVED NON STAFF ASSISTED CAREER GUIDANCE
career guidance
is within the report period or report period or MOST RECENT ASSISTED CAREER GUIDANCE <= end of the report period and
MOST RECENT DATE RECEIVED DATE RECEIVED CAREER is within the report period and MOST RECENT DATE RECEIVED
CAREER GUIDANCE (DVOP) is GUIDANCE (DVOP) is <= the end MOST RECENT DATE RECEIVED STAFF ASSISTED SERVICES is
within the report period or MOST of the report period or MOST STAFF ASSISTED SERVICES is null.
RECENT DATE RECEIVED RECENT DATE RECEIVED null.
CAREER GUIDANCE (LVER) is CAREER GUIDANCE (LVER) is <=
within the report period) the end of the report period)
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF OF EXIT >= beginning of the OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null EXIT is null and (MOST RECENT reporting period or DATE OF EXIT EXIT is null and MOST RECENT
and (MOST RECENT DATE DATE RECEIVED JOB SEARCH is null and MOST RECENT DATE DATE RECEIVED NON STAFF
6. Number received job RECEIVED JOB SEARCH ACTIVITIES is <= the end of the RECEIVED NON STAFF ASSISTED JOB SEARCH
search activities ACTIVITIES is within the report report period or MOST RECENT ASSISTED JOB SEARCH ACTIVITIES <= end of the report
period or MOST RECENT DATE DATE RECEIVED JOB SEARCH ACTIVITIES is within the report period and MOST RECENT DATE
RECEIVED JOB SEARCH ACTIVITIES (DVOP) is <= the end period and MOST RECENT DATE RECEIVED STAFF ASSISTED
ACTIVITIES (DVOP) is within the of the report period or MOST RECEIVED STAFF ASSISTED SERVICES is null.
report period or MOST RECENT RECENT DATE RECEIVED JOB SERVICES is null.
DATE RECEIVED JOB SEARCH SEARCH ACTIVITIES (LVER) is <=
ACTIVITIES (LVER) is within the the end of the report period)
report period)
-9-
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES SELF SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C) Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers All Job Seekers All Job Seekers
Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null EXIT is null and (MOST RECENT period or DATE OF EXIT is null EXIT is null and MOST RECENT
and (MOST RECENT DATE DATE REFERRED TO and MOST RECENT DATE DATE RECEIVED A NON STAFF
7. Number referred to
REFERRED TO EMPLOYMENT is EMPLOYMENT is <= the end of RECEIVED A NON STAFF ASSISTED REFERRAL TO
employment
within the report period or MOST the report period or MOST ASSISTED REFERRAL TO EMPLOYMENT <= end of the
RECENT DATE REFERRED TO RECENT DATE REFERRED TO EMPLOYMENT is within the report period and MOST RECENT
EMPLOYMENT (DVOP) is within EMPLOYMENT (DVOP) is <= the report period and MOST RECENT DATE RECEIVED STAFF
the report period or MOST end of the report period or MOST DATE RECEIVED STAFF ASSISTED SERVICES is null.
RECENT DATE REFERRED TO RECENT DATE REFERRED TO ASSISTED SERVICES is null.
EMPLOYMENT (LVER) is within EMPLOYMENT (LVER) is <= the
the report period) end of the report period)
Count of unique INDIVIDUAL Count of unique INDIVIDUAL
IDENTIFIERS where DATE OF IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= PROGRAM PARTICIPATION <=
end of the report period and DATE end of the report period and DATE
OF EXIT >= beginning of the report OF EXIT >= 20090501 or DATE OF
period or DATE OF EXIT is null EXIT is null and (MOST RECENT
and (MOST RECENT DATE DATE REFERRED TO WIA
8. Number referred to
REFERRED TO WIA SERVICES is SERVICES is <= the end of the
WIA services
within the report period or MOST report period or MOST RECENT
RECENT DATE REFERRED TO DATE REFERRED TO WIA
WIA SERVICES (DVOP) is within SERVICES (DVOP) is <= the end of
the report period or MOST the report period or MOST
RECENT DATE REFERRED TO RECENT DATE REFERRED TO
WIA SERVICES (LVER) is within WIA SERVICES (LVER) is <= the
the report period) end of the report period)
- 10 -
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers
B. REEMPLOYMENT SERVICE PARTICIPANT SUMMARY INFORMATION
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION >= beginning of the report PROGRAM PARTICIPATION >= 20090501 and <= end of the
period and <= end of the report period and MOST RECENT report period and MOST RECENT DATE RECEIVED STAFF
1. Total number of new participants served DATE RECEIVED STAFF ASSISTED SERVICES is within the ASSISTED SERVICES >= 20090501 and <= end of the report
report period and (UC ELIGIBLE STATUS = 1 or UC period and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE
ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3) STATUS = 2 or UC ELIGIBLE STATUS = 3)
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and MOST RECENT
MOST RECENT DATE RECEIVED STAFF ASSISTED DATE RECEIVED STAFF ASSISTED SERVICES >= 20090501
2. Total number of participants served
SERVICES is within the report period and (UC ELIGIBLE and <= end of the report period and (UC ELIGIBLE STATUS =
STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3)
STATUS = 3)
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= the 20090501 or is null and (ELIGIBLE
(ELIGIBLE VETERAN STATUS = 2 or ELIGIBLE VETERAN VETERAN STATUS = 2 or ELIGIBLE VETERAN STATUS = 3
3. Number of Veterans served STATUS = 3 or TRANSITIONING SERVICE MEMBER (TSM) or TRANSITIONING SERVICE MEMBER (TSM) STATUS =1)
STATUS =1) and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2
STATUS = 2 or UC ELIGIBLE STATUS = 3) or UC ELIGIBLE STATUS = 3)
- 11 -
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE RECEIVED STAFF ASSISTED DATE RECEIVED STAFF ASSISTED WORKFORCE
WORKFORCE INFORMATION SERVICES is within the INFORMATION SERVICES >= 20090501 and <= end of the
report period or MOST RECENT DATE RECEIVED STAFF report period or MOST RECENT DATE RECEIVED STAFF
4. Number received workforce information
ASSISTED WORKFORCE INFORMATION SERVICES ASSISTED WORKFORCE INFORMATION SERVICES
services
(DVOP) is within the report period or MOST RECENT DATE (DVOP) >= 20090501 and <= end of the report period or MOST
RECEIVED STAFF ASSISTED WORKFORCE INFORMATION RECENT DATE RECEIVED STAFF ASSISTED WORKFORCE
SERVICES (LVER) is within the report period) and (UC INFORMATION SERVICES (LVER) >= 20090501 and <= end
ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC of the report period) and (UC ELIGIBLE STATUS = 1 or UC
ELIGIBLE STATUS = 3) ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3)
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE RECEIVED CAREER GUIDANCE is DATE RECEIVED CAREER GUIDANCE >= 20090501 and <=
within the report period or MOST RECENT DATE RECEIVED end of the report period or MOST RECENT DATE RECEIVED
5. Number received career guidance CAREER GUIDANCE (DVOP) is within the report period or CAREER GUIDANCE (DVOP) >= 20090501 and <= end of the
MOST RECENT DATE RECEIVED CAREER GUIDANCE report period or MOST RECENT DATE RECEIVED CAREER
(LVER) is within the report period) and (UC ELIGIBLE GUIDANCE (LVER) >= 20090501 and <= end of the report
STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE period) and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE
STATUS = 3) STATUS = 2 or UC ELIGIBLE STATUS = 3)
- 12 -
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE RECEIVED JOB SEARCH DATE RECEIVED JOB SEARCH ACTIVITIES is >= 20090501
ACTIVITIES is within the report period or MOST RECENT and <= end of the report period or MOST RECENT DATE
6. Number received job search activities
DATE RECEIVED JOB SEARCH ACTIVITIES (DVOP) is RECEIVED JOB SEARCH ACTIVITIES (DVOP) is >= 20090501
within the report period or MOST RECENT DATE RECEIVED and <= end of the report period or MOST RECENT DATE
JOB SEARCH ACTIVITIES (LVER) is within the report period) RECEIVED JOB SEARCH ACTIVITIES (LVER) is >= 20090501
and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 and <= end of the report period) and (UC ELIGIBLE STATUS =
or UC ELIGIBLE STATUS = 3) 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3)
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE REFERRED TO EMPLOYMENT is DATE REFERRED TO EMPLOYMENT is >= 20090501 and <=
within the report period or MOST RECENT DATE REFERRED end of the report period or MOST RECENT DATE REFERRED
7. Number referred to employment TO EMPLOYMENT (DVOP) is within the report period or TO EMPLOYMENT (DVOP) is >= 20090501 and <= end of the
MOST RECENT DATE REFERRED TO EMPLOYMENT report period or MOST RECENT DATE REFERRED TO
(LVER) is within the report period) and (UC ELIGIBLE EMPLOYMENT (LVER) is >= 20090501 and <= end of the
STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE report period) and (UC ELIGIBLE STATUS = 1 or UC
STATUS = 3) ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3)
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE REFERRED TO WIA SERVICES is DATE REFERRED TO WIA SERVICES is >= 20090501 and <=
within the report period or MOST RECENT DATE end of the report period or MOST RECENT DATE REFERRED
8. Number referred to WIA services
REFERRED TO WIA SERVICES (DVOP) is within the report TO WIA SERVICES (DVOP) is >= 20090501 and <= end of the
period or MOST RECENT DATE REFERRED TO WIA report period or MOST RECENT DATE REFERRED TO WIA
SERVICES (LVER) is within the report period)is within the SERVICES (LVER) is >= 20090501 and <= end of the report
report period and (UC ELIGIBLE STATUS = 1 or UC period) and (UC ELIGIBLE STATUS = 1 or UC ELIGIBLE
ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3) STATUS = 2 or UC ELIGIBLE STATUS = 3)
- 13 -
ATTACHMENT C
WAGNER‐PEYSER EMPLOYMENT SERVICE AND REEMPLOYMENT SERVICES GRANTS
MONTHLY REPORT SPECIFICATIONS
Report Specification
STAFF ASSISTED SERVICES
Performance Item
Current Month (A) Program‐to‐Date (C)
All Job Seekers All Job Seekers
Count of unique INDIVIDUAL IDENTIFIERS where DATE OF Count of unique INDIVIDUAL IDENTIFIERS where DATE OF
PROGRAM PARTICIPATION <= end of the report period and PROGRAM PARTICIPATION <= end of the report period and
DATE OF EXIT >= beginning of the report period or is null and DATE OF EXIT >= 20090501 or is null and (MOST RECENT
(MOST RECENT DATE REFERRED TO FEDERAL TRAINING DATE REFERRED TO FEDERAL TRAINING or MOST
or MOST RECENT DATE REFERRED TO FEDERAL RECENT REFERRED TO FEDERAL TRAINING (DVOP) or
9. Number referred to training, including
TRAINING (DVOP) or MOST REFERRED TO FEDERAL MOST RECENT DATE REFERRED TO FEDERAL TRAINING
WIA‐funded training
TRAINING (LVER)) is within the report period and (UC (LVER)) >= 20090501 and <= end of the report period and (UC
ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 1 or UC ELIGIBLE STATUS = 2 or UC
ELIGIBLE STATUS = 3) ELIGIBLE STATUS = 3) and (UC ELIGIBLE STATUS = 1 or UC
ELIGIBLE STATUS = 2 or UC ELIGIBLE STATUS = 3)
- 14 -
Official attachment PDF: https://www.dol.gov/sites/dolgov/files/ETA/advisories/TEGL/2010/TEGL07-10a4.pdf
ATTACHMENT D
OPTIONAL WORK READINESS TOOL FOR THE WIA YOUTH PROGRAM
EMPLOYER NAME: EMPLOYEE EVALUATION
Participant Name: Worksite:
Participant Job Title: Worksite Supervisor/Reviewer:
Start Date: Review Date #1: Review Date #2:
Performance Needs
FOUNDATION PERFORMANCE Improvement Developmen
SKILL Plan Needed t Proficient Exemplary
EXPECTATIONS
(1) (2) (3) (4)
See page 3 for more detailed grading descriptions
Understanding work expectations for attendance and adhering to ┌─┐ ┌─┐ ┌─┐ ┌─┐
ATTENDANCE them. Notifying supervisor in advance in case of absence. └─┘ └─┘ └─┘ └─┘
Understanding work expectations for punctuality. Arriving on time ┌─┐ ┌─┐ ┌─┐ ┌─┐
PUNCTUALITY for work, taking and returning from breaks on time, and calling └─┘ └─┘ └─┘ └─┘
supervisor prior to being late.
Dressing appropriately for position and duties. Practicing ┌─┐ ┌─┐ ┌─┐ ┌─┐
WORKPLACE personal hygiene appropriate for position and duties. └─┘ └─┘ └─┘ └─┘
APPEARANCE
Participating fully in task or project from initiation to completion. ┌─┐ ┌─┐ ┌─┐ ┌─┐
TAKING INITIATIVE Initiating interaction with supervisor for next task upon └─┘ └─┘ └─┘ └─┘
completion of previous one.
Giving best effort, evaluating own work, and utilizing feedback to ┌─┐ ┌─┐ ┌─┐ ┌─┐
QUALITY OF WORK improve work performance. Striving to meet quality standards. └─┘ └─┘ └─┘ └─┘
Speaking clearly and communicating effectively – verbally and ┌─┐ ┌─┐ ┌─┐ ┌─┐
COMMUNICATION non-verbally. Listening attentively. Using language appropriate └─┘ └─┘ └─┘ └─┘
SKILLS for work environment.
Accepting direction, feedback, and constructive criticism with ┌─┐ ┌─┐ ┌─┐ ┌─┐
RESPONSE TO positive attitude and using information to improve work └─┘ └─┘ └─┘ └─┘
SUPERVISION performance.
Relating positively with co-workers. Working productively with ┌─┐ ┌─┐ ┌─┐ ┌─┐
TEAMWORK individuals and teams. Respecting diversity in race, gender, and └─┘ └─┘ └─┘ └─┘
culture.
Exercising sound reasoning and analytical thinking. Using ┌─┐ ┌─┐ ┌─┐ ┌─┐
PROBLEM-SOLVING/ knowledge and information from job to solve workplace └─┘ └─┘ └─┘ └─┘
CRITICAL-THINKING problems.
Demonstrating understanding of workplace culture and policy. ┌─┐ ┌─┐ ┌─┐ ┌─┐
WORKPLACE CULTURE Complying with health and safety rules. Exhibiting integrity and └─┘ └─┘ └─┘ └─┘
POLICY AND SAFETY honesty.
SPECIFIC WORKPLACE PERFORMANCE
EXECTATIONS (1) (2) (3) (4)
AND CAREER SKILL
Insert performance expectations here. Grading scale for skill can ┌─┐ ┌─┐ ┌─┐ ┌─┐
LIST SKILL HERE be added by using adaptable “general key” at end of page 3. └─┘ └─┘ └─┘ └─┘
(see sample skills on page 2)
Insert performance expectations here. Grading scale for skill can ┌─┐ ┌─┐ ┌─┐ ┌─┐
LIST SKILL HERE be added by using adaptable “general key” at end of page 3. └─┘ └─┘ └─┘ └─┘
(see sample skills on page 2)
Insert performance expectations here. Grading scale for skill can ┌─┐ ┌─┐ ┌─┐ ┌─┐
LIST SKILL HERE be added by using adaptable “general key” at end of page 3. └─┘ └─┘ └─┘ └─┘
(see sample skills on page 2)
Insert performance expectations here. Grading scale for skill can ┌─┐ ┌─┐ ┌─┐ ┌─┐
LIST SKILL HERE be added by using adaptable “general key” at end of page 3. └─┘ └─┘ └─┘ └─┘
(see sample skills on page 2)
Insert performance expectations here. Grading scale for skill can ┌─┐ ┌─┐ ┌─┐ ┌─┐
LIST SKILL HERE be added by using adaptable “general key” at end of page 3. └─┘ └─┘ └─┘ └─┘
(see sample skills on page 2)
Employers may add as many # checked X 1 # checked X 2 # checked X 3 # checked X 4
or few additional skills as they TOTAL SCORE _______
see fit based on the position. (add 4-box total; average score = total/# of skills) Total: ______ Total: ______ Total: ______ Total: ______
To meet work readiness skill attainment: Employee had satisfactory work performance and
has met minimum total score:
(1)* employee must have an overall average score that is “proficient” (3.0) or
employee must meet “proficient” standard in 80% of the total categories listed. Employer Signature: _______________________
(2) supervisor MUST verify that performance on job was satisfactory. Employee Signature _______________________
(3) employee must not have been fired from this work experience.
*Examples: If there are 10 skill categories, participant must have a minimum score of 30 (3 x 10) out of a possible 40 or be Date: ____________ (see page 2 for comments)
proficient in at least 8 of the 10 categories. If an employer chose 15 skills to measure, participants would need minimum
score of 45 (3 X15) out of a possible 60 or be proficient in at least 12 of the 15 categories.
-1-
ATTACHMENT D
OPTIONAL WORK READINESS TOOL FOR THE WIA YOUTH PROGRAM
Review Comments/Goals:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
_____________________________________________________________________________ Employer Initials: _____
TIPS FOR IMPLEMENTING WORK READINESS TOOL
• FLEXIBILTY: This work readiness tool is modifiable to best meet employer’s needs. Ten foundation skills have already been
listed. Employers may measure all or most of these skills and are also encouraged to add any additional workplace and career
skills.
• SAMPLE SKILLS: Listed below are examples of potential additional skills.
Occupation/Technical Skills Academic Skills Leadership Skills Business Skills
-- Occupation-specific skills -- Written communication -- Leadership -- Customer service skills
-- Industry-sector skills -- Reading and reviewing -- Creative thinking/innovation -- Telephone skills
-- Industry-wide skills -- Mathematics and data analysis -- Project management -- Planning and organizing
-- Understanding all aspects of -- STEM: science, technology, -- Teaching and instructing -- Scheduling & coordinating
an industry engineering, and mathematics -- Using computer applications
-- Basic computer skills
• PREPARATION: Employers should review tool with the youth on or prior to the first day of the work experience.
Depending on the number of youth at a worksite and the employer’s discretion, this can be done as part of an employer-led group
orientation or individually with each young worker. At the conclusion, each youth should have a clear understanding of their job
description and expectations, what work readiness skills they will be measured on, and how often they will be measured.
• FREQUENCY: It is recommended that employers conduct more than one evaluation. Benefits of administering bi-weekly or
“mid-point” assessments include the ability for employers to: offer youth constructive feedback; formally recognize positive work
performances; address small issues before they become larger ones; and formally communicate youth performance with local
program staff to ensure added support. An additional benefit is that local areas may be able to document the work readiness
progress if a participant who has already proven to be proficient in work readiness leaves the program prior to its end.
• FIRST EVALUATION: The first evaluation can also be used as a helpful diagnostic and developmental tool that is maximized when
delivered within the first two or three weeks. For participants experiencing challenges and have received a “1” in any category, a
performance improvement plan should outline a set of goals in the comment section. In the past, some employers have had youth
first assess their own performance and use any gaps in assessments to promote positive communication.
• GRADING SCALE: A grading scale of foundation skills has been listed on page 3 for employer convenience. To add any additional
skills, employers can copy the language in the “general key” and modify as they see fit.
• SUPPORT: Local area program staff are available to make evaluation process as simple and seamless as possible.
Through employer orientations, worksite monitoring, and on-going communication, summer youth program staff are available to
address any outstanding questions or concerns by the employer. They may also be available to assist with job descriptions, and
provide additional supportive work readiness training to participants. Program staff can be reached at _____________________.
Sources: Tool content and design is based on three general sources encompassing public study, private research, and practical local application.
(1) US Dept. of Labor – ETA’s “ Building Blocks for Competency Models” http://www.careeronestop.org/CompetencyModel/pyramid_definition.aspx
st
(2) Employer research collaboration of The Conference Board, Partnership for 21 Century Skills, Corporate Voices, & Society for HR Management
includes online-accessible reports: “New Graduates’ Workforce Readiness”, ”Are They Really Ready to Work?”, and “The Ill-Prepared US
Workforce”.
(3) Sample tool design is based most closely on the Massachusetts Work-Based Learning Plan (http://www.skillslibrary.com/wbl.htm). The Seattle
King County’s Learning and Employability Profile, and other tools from the 2009 Summer Youth Employment Initiative under the American Recovery
and Reinvestment Act were also utilized. For more info, see: “Tips on Measuring Work Readiness”
www.workforce3one.org/view/5000910643776065645/info
-2-
ATTACHMENT D
OPTIONAL WORK READINESS TOOL FOR THE WIA YOUTH PROGRAM
SUMMER EMPLOYEE EVALUATION GRADING SCALE
ATTENDANCE
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Excessive absences consistently Below 90% attendance, but Maintains 90% attendance and 100% attendance or missed one day
impact work performance. Additional participant seeks out opportunities notifies supervisor ahead of time with valid reason that did not occur
training is needed. to make up missed work. prior to absence. during first two weeks.
PUNCTUALITY
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Excessive lateness consistently Inconsistent in arriving to work, Arrives to work & returns from breaks Perfect or near perfect in arriving for
impacts work performance. Additional returning from breaks on time, and on time with rare exception. If late, work and returning from breaks on
training is needed. calling supervisor prior to lateness. calls supervisor ahead of time. time. Model for other workers.
WORKPLACE APPEARANCE
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Has not yet demonstrated appropriate Inconsistent in demonstrating Dresses appropriately and Consistent display of professional
appearance and/or personal hygiene appropriate appearance and/or practices hygiene for position and appearance and hygiene serves as a
for position and duties. personal hygiene for workplace. duties with rare exception. model for other workers.
TAKING INITIATIVE
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Reluctant to begin tasks without Inconsistently begins or remains Begins and remains on task until Consistently begins/remains on task
significant staff intervention. Needs on task. Needs occasional completion with rare exception. until completion, and initiates interaction
frequent reminders. Additional training prompting. Often satisfied with Can work independently. Initiates for next task. Can work independently,
may be needed. bare minimum performance. interaction for next task. and leads others.
QUALITY OF WORK
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Has not yet given best effort. Rarely Uneven work quality. Sometimes Quality of work meets Quality of work often exceeds
evaluates work and utilizes feedback. evaluates own work and utilizes expectations. Evaluates own work, expectations. Consistently gives best
Completes work inconsistently. feedback, but inconsistent in and utilizes employer feedback to effort. Evaluates own work and utilizes
Additional training may be needed. meeting quality standards. improve performance. employer feedback.
COMMUNICATION SKILLS
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Seldom speaks clearly or listens Inconsistent in communicating in Demonstrates positive oral and Consistently demonstrates positive
attentively. Repeatedly uses manner and language appropriate non-verbal communication with oral/non-verbal communication skills.
inappropriate language for the for workplace. Inconsistent in effort rare exception. Listens attentively Speaks clearly and listens attentively,
workplace. May need additional to speak clearly or listen and uses language appropriate for Can effectively present to a group if
training and support. attentively. workplace. needed.
RESPONSE TO SUPERVISION
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Reluctant to accept feedback and Inconsistent in accepting direction, Accepts direction and constructive Consistently accepts direction and
constructive criticism from supervisor. feedback, and constructive criticism with positive attitude with constructive criticism with positive
Responds with poor verbal or non- criticism from supervisor. Shows rare exception. Uses feedback to attitude. Uses feedback to improve work
verbal communication. Additional potential for improvement. improve work performance. performance, and provides new and
training may be necessary. useful ideas to employer.
TEAMWORK
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Has not yet demonstrated appropriate Inconsistent in promoting positive Works well with co-workers, is Consistently facilitates positive group
group behaviors. Improvement group behaviors amongst respectful, and contributes to dynamics. Demonstrates leadership
needed in treating others with respect. coworkers, and in contributing to group efforts with rare exception. that plays a significant role in success
Rarely contributes to group efforts. group efforts. Shows potential for Respects diversity within the of group efforts. Promotes larger group
Additional training may be necessary. improvement. workplace. unity.
PROBLEM-SOLVING/CRITICAL THINKING
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Makes little or no effort to use Inconsistent in using sound Uses sound reasoning, and job Consistently applies sound reasoning to
knowledge learned from the job to reasoning to solve work problems. knowledge to solve workplace solve work problems. Identifies potential
solve workplace problems. Shows potential for improvement. problems. Shows initiative in problems before they can occur.
improving skills.
WORKPLACE CULTURE, POLICY AND SAFETY
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Has not demonstrated understanding Inconsistent in demonstrating Demonstrates understanding of Shows clear understanding of work
of workplace policies/ethics. Has not understanding of workplace workplace policies. Completed policies and safety rules. Exhibits
completed applicable training on culture, policies, and safety rules. safety training if applicable, and honesty and integrity. Has completed
workplace . adheres to rules. Exhibits honesty applicable safety trainings and has led
and integrity. coworkers.
GENERAL KEY
Perf. Improvement Plan Needed Needs Development Proficient Exemplary
Is not yet demonstrating the skills Inconsistent in demonstrating and Demonstrates the skills required Consistently demonstrates skills
required for the position and needs to developing skills for the position, for the position with rare exception, required for the position. Often exceeds
have a formal plan for improving skills. but development is needed. and shows initiative in improving expectations and has emerged as
May need additional training. skills. leader that improves overall team.
This general key is adaptable for employers to copy, paste in boxes on page 1, and modify accordingly for job-specific skills.
-3-
What does federal law require today?
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