board meeting briefing book - philadelphia works...2016/12/15 · december 15, 2016 3:30 p.m –...

Board Meeting Briefing Book

Thursday, December 15, 2016 3:30 p.m. – 4:30 p.m. Comcast One Comcast Center 1701 JFK Blvd., 45th Floor Philadelphia, PA 19103

Philadelphia Works, Inc.

Board Members

William Strahan Chair of the Board Comcast Cable Communications

David Donald Vice Chair of the Board PeopleShare

Regine Metellus Treasurer of the Board University of Pennsylvania

Nolan N. Atkinson, Jr. Office of Mayor James F. Kenney Ryan Boyer Laborers District Council Philadelphia Shari Brightful PA Office of Vocational Rehabilitation David Crossed Navigate Pat Eiding Philadelphia Council AFL-CIO Harold Epps Commerce Department Cheryl Feldman District 1199c Training & Upgrading Fund Daniel Fitzpatrick Citizens Bank of PA, NJ and DE

Donald Generals Community College of Philadelphia Jim Gillece Allied Barton Security Services Peter Gonzales Welcoming Center for New Pennsylvanians Ed Grose Greater Philadelphia Hotel Association Diane Inverso Office of Adult Education City of Philadelphia Frank Jiruska PECO Energy Company Eden Kratchman Chubb Insurance John W. Lasky Temple University Health System

Richard Lazer Office of Mayor James F. Kenney Gabriel Mandujano Wash Cycle Laundry, Inc. James Nichols PA Bureau of Workforce Partnership and Operations Joseph Parente KPMG LLP Orla Pease Urban Engineers Norma Romero-Mitchell Benefits Plus Consulting Group Jay Spector JEVS Human Services Peter Tubolino Siemens Building Technologies Bud Tyler The EF Precision Group

Philadelphia Works Board Meeting

December 15, 2016 │ 3:30 P.M – 4:30 P.M.

Location: Comcast Center, 1701 JFK Blvd., 45th floor, Philadelphia PA, 19103 Year-End Thank You to the Board Reception, 42nd floor, 4:30-6:00 PM

Presiding: William Strahan, Chair

Agenda

Welcome Remarks William Strahan

I. Opening Remarks & Consent Agenda William Strahan / Hugh Bailey • Philadelphia Works Update (p. 7-30) • Board Meeting Summary, September 28, 2016 (p. 31-32) • Committee Meeting Summaries (p. 33-50)

Committee Reports / Actions

II. Board Development Richard Lazer • Committee Update • Honor Departing Board Members • ACTION: Elect Officers (p. 51-56)

III. Youth Council Daniel Fitzpatrick

• Committee Update • ACTION: Approve Summer 2017 Youth Program Providers (p. 57-58)

IV. Workforce & Economic Development David Donald

• Committee Update • ACTION: Approve process for selecting One-Stop career (p. 59-60)

center operator

V. Research & Policy Jay Spector • Committee Update

VI. Finance Regine Metellus

• Committee Update • ACTION: Approve the Financial Statements for quarter (p. 61)

ended September 30, 2016 • ACTION: Approve revised Compliance Plan (p. 63)

VII. Human Resources Norma Romero-Mitchell

• Committee Update

VIII. Closing Remarks William Strahan

IX. Adjournment

i

Board Meeting Briefing Book December 15, 2016

Table of Contents

Meeting Agenda ...................................................................................................... i

Consent Agenda ..................................................................................................... 1

Customer Success Story ......................................................................................... 3

Dashboard Metrics ............................................................................................. 5-6

Philadelphia Works Update .............................................................................. 7-30

CEO Report .......................................................................................... 7-13

Workforce Services Delivery Strategies ............................................ 14-15

Employer Engagement Activities ...................................................... 16-21

Research, Labor Market and Performance Management ................. 22-24

Policy ....................................................................................................... 24

External Relations and Media Events ................................................ 25-26

Human Resources .............................................................................. 26-29

Finance .................................................................................................... 29

Compliance .............................................................................................. 29

Board and Committee Meeting Summaries ................................................... 31-50

Action Items ................................................................................................... 51-63

Appendices Index ................................................................................................. 65

Reports from Affiliates ......................................................................... 67

Finance Report ............................................................................... 71-83

Workforce System Quarterly Summary Report ........................... 85-137

Consent Agenda Items

Overview The following items are on the Philadelphia Works Consent Agenda for December 15, 2016:

Philadelphia Works Update (p. 7-30)

September 28, 2016 Board Meeting Summary (p. 31-32) Committee Meeting Summaries and Reports for this Quarter (p. 33-50)

Items on the Consent Agenda will not be discussed unless requested by a Board member. The following is a brief overview of each item.

Philadelphia Works Update This report highlights efforts and progress during the quarter. More details on the information and initiatives outlined in this report, as well as other efforts in which the Board is engaged, can be found in other sections within the board meeting briefing book, or are available a www.philaworks.org.

The CEO Report, found within the Philadelphia Works Update, is designed as an executive summary of the briefing book. For more detail on matters found in the executive summary, please reference the related section of the book.

Meeting Summary: September 28, 2016 Board Meeting The Board is being asked to approve the draft meeting summary from the September 28, 2016 Board Meeting.

Committee Meeting Summaries The Board is being asked to approve the committee meeting summaries included in today’s board briefing book.

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http://www.philaworks.org/

Customer Success Story Ms. Gonzalez enrolled in the EARN program multiple times and was able to secure employment. While obtaining a job was not difficult for Ms. Gonzalez, for various reasons she struggled to retain employment. However, upon enrolling in the EARN Program at PA CareerLink® North Philadelphia in May of 2016, Ms. Gonzalez displayed determination and readiness to get and keep a job. Her biggest barrier was learning how to manage a working lifestyle while still caring for her family. Ms. Gonzalez met with her workforce advisor and together they developed a plan to ensure that this time she would be successful. She attended PA CareerLink® workshops including: Choosing the Right Employer, Conflict Resolution, and Stress & Time Management. After preparing herself through learning new skills, Ms. Gonzalez secured a job within three weeks of enrolling. She started working on a part time basis; then moved for a part-time schedule more accommodating to her family’s needs. Now she is working full-time as a sales associate, earning $8 an hour plus benefits. Finally, Ms. Gonzalez feels she can be “financially stable.” Ms. Gonzalez has learned how to create a support system, manage her time between family and work, and prioritize family and work responsibilities. She will meet her six months job retention goal in December 2016. Ms. Gonzalez has a renewed sense of excitement and is a confident, hard-working young woman, proud wife and mother of a beautiful three-year-old daughter.

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Dashboard Metrics – Program Year 2016: 1st Quarter, July 1, 2016 through September 30, 2016

Unemployment in Philadelphia: 50,113– 7.0% (September 2016) Labor Market Participation: 714,124 (September 2016)

Key Indicators - Metrics for the System (Detailed data are found on pages 90 – 137) No WIOA Performance Measures are available from the Commonwealth for program year 2016 – instead we track trends and outputs Data are not yet available for 2016 EARN Program performance benchmarks

Building a skilled and thriving workforce: these measures indicate if program services are on-target Total unique career seekers using the PA CareerLink® Philadelphia centers for this quarter: 16,012 Total Youth active in Philadelphia Works funded programs for this quarter: 702 Supply Side Demand Side

On track:

• Career Seekers with barriers at the PA CareerLink®

• E3 Center caseloads exceed goals

Below goals:

• EARN program enrollment still below 50 % of those referred

On track:

• Average wages for EARN customers above $9 per hour

• Rate of repeat use by employers exceeds targets

Promising Practices: • On-site recruitment for 362 positions yielded 96 hires at the

PA CareerLink® Philadelphia centers

73% 50%

PY2016q1expected

302 260

PY2016q1expected

47% 50%

PY2016q1expected

$10.10 $10.00

PY2016q1expected

69% 67%

PY2016q1expected

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Resources for our Work All of the PA CareerLink® Philadelphia Centers were operating the integrated systems model combining WIOA Programs and EARN Program resources. AVAILABLE PROGRAM FUNDING IN FY2016 % EXPENDED AS OF September 30, 2016

DW = Dislocated Worker

Integration of the One-Stop and the EARN Systems: Unique Center Customers July 2016 – September 2016

3,513 2,931 2,425

7,143

0

2,000

4,000

6,000

8,000

North

Northwest

West

PA CareerLink® Philadelphia centers are registering customers through Job Gateway and enrolling EARN customers into their program through the state system as well. The counts in the bubbles are the unique number of registered customers visiting the four PA CareerLink® Philadelphia centers during the first quarter in Program Year 2016. The combined effort to serve career seekers across programs will be newly tracked in our revised System Summary Report for program year 2016

Suburban Station

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Philadelphia Works Update

Prepared for the Philadelphia Works Board for the Period September - December 2016

Updates in this Report CEO Report (Executive Summary) Policy

Workforce Services Delivery Strategies External Relations and Media Events

Employer Engagement Activities Human Resources

Research, Labor Market and Finance Performance Management Compliance

CEO Report – Highlights of New and Ongoing Efforts New Initiatives and Activities

Retail Grant Launch On September 7, 2016, the Walmart Foundation announced the release of $10.9 million to the Cook County Workforce Partnership to support new and effective workforce development models in the retail sector across the country. Walmart’s intent is to increase the economic mobility of workers in the retail and adjacent sectors. On September 8, 2016, Philadelphia Works announced receipt of approximately $400,000 as one of 10 Workforce Development Boards (WDBs) selected across the country to collectively form and implement new models of career services specific to retail – models that will serve as best practices for the approximately 550 WDBs in the U.S. that already provide career services; such as career coaching, soft skills training, specialized skills training and referrals to other resources. During an event with Board chair, Bill Strahan, representatives from the Walmart Foundation and the Philadelphia Department of Commerce, former President & CEO, Mark Edwards stated “Our collaborative effort with The Partnership, Philadelphia business leaders, government officials, and the nine other selected WDBs will allow us to create innovative models for workforce training in a sector that WDBs have not traditionally focused on – retail. The goal of this grant is to create clear and scalable career paths in retail for hundreds of workers, providing skills training and new approaches to accelerate career advancement . . . This grant presents a tremendous potential for impact, from entry-level to middle skills jobs.”

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Retail Industry Advisory Council Through the Walmart Foundation Retail Grant, Philadelphia Works is supporting the development of the Retail Sector Advisory Council. The advisory council will be comprised of retail business leaders that inform the strategic direction guiding development of talent for Philadelphia’s retail sector. The advisory council will: Provide valuable insight as which national certifications come closest to identifying the skill

competencies employees need to be successful in the retail sector Validate retail business and employer needs to address industry challenges such as high

turnover Select which training work-based learning vehicles are best suited for retail business needs

The Retail Advisory Council’s first meeting was held on October 24, 2016. Interested executive and human resources (HR) officials attended representing businesses ranging from La Colombe (retail coffee) to the Hudson Group (a retail newsstand chain). The Retail Advisory Council will meet monthly and has already begun exploring career mapping for the sector. Defense Transition Grant Southeastern Pennsylvania Defense Transition Initiative is a collaborative regional partnership designed to assist companies in the Department of Defense (DoD) supply chain whose business has been impacted by recent budget cuts. Through a targeted set of activities funded through the Pennsylvania Department of Community and Economic Development, the initiative provides Defense suppliers comprehensive customized business services to aid in commercialization, expanded markets and diversification. Services may include an assessment of their current state and then a voucher for up to $25,000 for diversification plans, marketing plans, website upgrades and expansions, commercialization consulting, workforce services and production consulting. This grant is managed by Philadelphia Works and organizes 8 sub-recipient partners to serve defense suppliers in the 8 county area of Southeastern Pennsylvania and Lehigh Valley (Berks, Bucks, Chester, Delaware, Lehigh, Northampton, Montgomery, and Philadelphia).

The Southeastern PA Defense Transition Initiative coordinated efforts across an array of activities; creation and completion of an eligibility tool used to qualify companies; identification of companies though our regional partnerships and alliances; engagement with over 100 companies expressing interest; completion of over 75 needs assessments for companies throughout the 8 county region; development of growth plans and implementation for 10 employers. The Southeast PA Transition Initiative built coordinated momentum in engaging employers and brought added value to the region by partnering with the local chapter of the National Defense Industrial Association for workshops on DoD requirements on diversification and subcontracting to defense primes.

National Apprenticeship Week The 2nd annual National Apprenticeship Week (NAW) was from November 14th-20th, 2016. NAW is an opportunity for the apprenticeship community to showcase their programs and a chance to learn how Registered Apprenticeships and Trade Apprenticeships meet employer needs for a skilled workforce

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while allowing apprentices to earn while they learn. In Philadelphia, there were several events and other activities planned by our American Apprenticeship Initiative partners. Philadelphia Works helped draw media attention to these events which included open houses, a healthcare career fair, CTE student site visit and apprentice shadowing, apprentice signing day, and proclamations from both Mayor Kenney and Governor Wolf. Training centers, apprentices and employers were featured across the week and across the city; from Northeast Philadelphia to the Navy Yard. You may view the proclamations and see the activities on our website at http://www.philaworks.org/philadelphia-works/apprenticeship-initiatives.

Supporting the City’s Pre-K Career Pathway Initiative On October 20, 2016, Mayor Jim Kenney launched the first phase of the PHL Pre-K initiative that expands by 2,000 the number of quality Pre-K enrollments for Philadelphia families with limited incomes. Residents who apply for the subsidies to enroll their children in quality Pre-K centers will first exhaust benefits from federal and state agencies before receiving local funds. The initiative is expected to kick off in January. Philadelphia Works worked closely with the Mayor’s Office of Education to submit a petition to include three occupations related to Pre-K programs on the high priority occupation (HPO) list maintained by the Pennsylvania Department of Labor & Industry. These three occupations provide a career pathway for occupations in early childhood education. If approved, residents who want formal training in early childhood education will be able to request training support and employers will be able to hire more highly skilled staff.

USCM WDC Communications Strategy As previously reported, the US Conference of Mayors Workforce Development Council (USCM WDC) developed a coordinated communication strategy to raise the profile of the broader public workforce system by emphasizing a quarterly communications theme. In past quarters, the USCM WDC focused on the public workforce system’s reach as a Regional Workforce Ecosystem and on Youth; this quarter the focus was on Sector Partnerships. Philadelphia Works participated by utilizing social media to highlight the work of the Southeast Regional Workforce Development Partnership and several employer partners with successful apprenticeship programs. Additionally, Philadelphia Works retiree Barbara Stanford-Allen, leader of the Manufacturing Industry Partnership, was featured in a profile piece in the Philadelphia Tribune that reflected on her 20+ year career in workforce development and accomplishments with the Industry Partnership.

Workforce System Highlights

Special Projects to Build Workforce System Capacity In January 2016, Philadelphia Works contracted with the Public Consulting Group, Inc. (PCG) to:

1. Evaluate and analyze the No Wrong Door Integrated System Model and identify and assess roadblocks that may hinder the system from moving forward

2. Conduct an Asset Mapping Strategy identifying the connection points for the public workforce system’s integrated model in order to expand its reach into local communities, fostering stronger relationships with community partners thus leveraging more resources

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http://www.philaworks.org/philadelphia-works/apprenticeship-initiatives

3. Create and implement a virtual one-stop system that incorporates EARN and WIOA case

management, training and job placement services, which will increase access to workforce services via the internet and mobile devices

4. Develop and deliver training to build the capacity of staff to meet the demands of providing

services to career seekers Philadelphia Works has worked closely with PCG to assist them in gathering the necessary information and data to ensure that the four projects are successful and completed in a timely manner. All of the projects and their deliverables will be completed in December. Final reports will be released to the public and utilized by the staff and the system. Other Highlights Workforce Development Steering Committee Update The City of Philadelphia, through the leadership of the Managing Director Michael DiBerardinis, and the Department of Commerce Director Harold Epps, has formed the Philadelphia Workforce Development Steering Committee. The steering committee focuses on developing effective workforce strategies that meet the needs of business and career-seekers. To drive the work of the steering committee there are three sub-committees each addressing critical workforce concerns: Developing Model Employers and Talent Pipelines High Need Populations Removing Barriers to Employment

Philadelphia Works has representation on the steering committee as well as staff participating with each of the sub-committees. During the course of the next few months the sub-committees will continue to make recommendations on ways in which the City of Philadelphia and its partners and stakeholders can facilitate an improved workforce development environment where skilled career-seekers can meet the workforce needs of business creating a thriving economy. Board Membership Changes On August 1, 2016, Philadelphia Works welcomed the following individuals to the Board of Directors:

• David Crossed, Managing Partner, Navigate Corporation; • Peter Gonzales, President & CEO, Welcoming Center for New Pennsylvanians • Eden Kratchman, Vice President, Chubb Group of Insurance; and • Orla Pease, Vice President, Urban Engineers, Inc.

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Philadelphia Works is honored to have such exemplary individuals serve our Board. They each bring valuable knowledge that will benefit the workforce development system in the City. Philadelphia Works would like to thank Ajay Raju, Chairman & CEO, Dilworth Paxson, for his service. Mr. Raju’s term expired on June 1, 2016. In addition, David Donald, Founder of PeopleShare will be retiring from the Board on December 31, 2016. Mr. Donald served on the board for 7 years and through multiple transitions. Philadelphia Works and the citizens of Philadelphia express our deepest gratitude and appreciation to these two members for their loyalty and dedication to improving the availability of pathways to employment for Philadelphia’s career seekers and strengthening the workforce development system. Resource Development Update

The PA Department of Labor recently awarded Philadelphia Works an Industry Partnership grant for fiscal year 2016-17 totaling $393,200. The grant will support the District 1199c Greater Philadelphia Healthcare Partnership and the Southeast Regional Workforce Development Partnership (SERWDP). Cumulative Grant Activity To supplement the Board-approved Fiscal Year 2017 budget, Philadelphia Works applied for and received the following competitive grants from the funders listed below in support of workforce development activities:

AMOUNT FUNDER IN SUPPORT OF GRANT PERIOD

$200,000

Commonwealth of PA – Department of Labor & Industry

Program – South Eastern Regional Workforce Development Partnership, continued funding for this sector initiative for advanced manufacturing, logistics, transportation and rotorcraft industries

07/01/2016

to

06/30/2017

$193,200


Greater Philadelphia Healthcare Partnership – continued funding for this regional healthcare sector initiative of more than 120 industry, academic, community and workforce development partners, located throughout Philadelphia, Bucks, Chester, Montgomery and Delaware counties in Southeastern Pennsylvania. The coordinating partner is District 1199C Training and Upgrading Fund

07/01/2016

to

06/30/2017

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$20,000

United Way of Greater Philadelphia and Southern New Jersey

Admin – general operating support for our advocacy work in Public Policy, Education, and Workforce Development.

09/01/2016 -08/31/2017

$2,000,000 U. S. Department of Labor (ETA)

Program & Admin – Support to create a Youth and Young Adult Opportunity Hub at PA CareerLink® West for youth who live or attend school in the West Philadelphia Promise Zone, serving 250 youth and connecting them to summer and year-round jobs.

Multiyear

grant (2 years)

5/20/2016 -

6/19/2018

$399,430

Walmart

Foundation & Chicago Cook Workforce Partnership

Program & Admin – This grant will provide workforce development services in the retail sector to 200 career seekers, 20 incumbent workers and 20 employers over two years.

Multiyear

grant (2 years)

5/1/2016 -

4/30/2018

$199,460


Program & Admin- Community-based partnership grant to build neighborhood capacity for delivering basic employment services at two community sites to build upon our “No Wrong Door” strategy.

03/03/16 -

06/ 30/17

$670,000

Commonwealth of PA Department of Labor & Industry

Program & Admin - Philadelphia Works and the Community College of Philadelphia will pilot the use of microcredentials among residents with barriers to employment.

Multiyear grant (4 years)

01/01/16 - 09/30/ 19

$1,024,093

Commonwealth of PA Department of Community and Economic Development

Program & Admin – For a regional collaborative, to organize and bring together the diverse resources of the 8-county region to serve employers and workers adversely affected by reductions in defense spending; the project will develop strategies for coordinated outreach and engaging affected companies and workers with a

11/16/15 -11/15/16

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single message; complete individual company diversification plans and dislocated worker career plans, and deliver direct services based on these plans.

$328,219

Commonwealth of PA Department of Labor & Industry

Program & Admin – Philadelphia, Bucks and Montgomery Counties received funds to develop a sector strategy around Business/Financial Services and Insurance than builds on existing resources and target the in-demand occupations in accounting, bookkeeping and IT; the program will provide supportive services and place 30 long-term unemployed dislocated workers.

Multiyear grant (2 years) 11/1/2015 -06/30/2017

$2,900,000 U.S. Department of Labor- (ETA)

Program & Admin- A regional project that will support the creation of new apprenticeships including a new Behavioral Health apprenticeship, expand the existing Computer Support Specialist/IT apprenticeship and strengthen the pipeline of opportunity youth who can be directed into apprenticeship programs. The program will serve 390 youth in pre-apprenticeships and 310 in Information Technology and Behavioral Healthcare Apprenticeships (500 in all activities).

Multiyear grant (5 years) 10/1/15 -

9/30/2020

$100,000

Commonwealth

of PA Department of Labor & Industry

Program & Admin – For incumbent worker training for members of the SERWDP and to support the research and design of a pre- apprenticeship program for advanced manufacturing.

10/01/2015 -

06/30/ 2017

$ 8,034,402 TOTAL

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Workforce Services Delivery Strategy PA CareerLink® Philadelphia

Integrated Service Delivery Update On October 11, Philadelphia Works hosted the Grand Opening of the newest integrated PA CareerLink® Center in West Philadelphia at 3901 Market Street. The event was well-attended and guests included City of Philadelphia Commerce Director Harold Epps, Pennsylvania Secretary of Labor & Industry Kathy Manderino, plus other elected officials and city and state representatives. Along with comprehensive services for career-seekers and employers, PA CareerLink® West Philadelphia will house the U.S. Department of Labor-funded Career Pathways: Summer Jobs and Beyond - Youth Opportunity Hub. This initiative will allow for increased coordination among partners and employers to better connect the youth and adult workforce systems and maximize existing resources. The Hub will serve youth and young adults ages 16-24, with an aim of developing replicable and scalable strategies to better serve this population and improve performance outcomes in high-crime, high-poverty communities.

On November 10, Philadelphia Works partnered with the Pennsylvania Department of Transportation to host an information session on their Highway Construction On-the-Job Training Program. The session was hosted at the PA CareerLink® Northwest Philadelphia and attended by 40 individuals. Attendees learned about the OJT opportunities and supportive services available for women and minorities and were informed of the processes for applying to the multiple highway construction unions in Philadelphia.

During the month of October, several initiatives began with the goal of better engaging participants in the EARN programs. The Community Engagement Team was established under the direction of Cross Center Services. This team works collaboratively with the EARN Workforce Advisors and the County Assistance Offices to attempt engagement of individuals who have not attended their intake appointments through phone outreach and home visitation. In addition to this, current participants in the program have become eligible to receive incentives, such as transit passes and gift cards, when meeting particular program benchmarks. These initiatives and their impact will be monitored on a regular basis.

Training Provider Summit On September 30, 2016 Philadelphia Works held a training provider summit that attracted 28 organizations. The summit was convened to bring together new and existing training providers that have or can build their capacity to offer occupational skills training to career seekers.

During the summit, Philadelphia Works emphasized its focus on investing in training programs that lead to state, national and/or industry recognized credentials. Attendees also learned about the process for submitting programs for inclusion on the state’s eligible training provider list and the contracting process once programs are approved. As an outcome of this training provider summit, we seek to build an eligible training provider list that is diverse, robust and reflects the skills upgrading programs needed to make the region competitive.

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Community Connections Philadelphia Works, through the Cross Center Services Provider, EDSI, has developed signed Community Connection Agreements with eight (8) community-based organizations (CBOs) throughout the city. Partners include Lutheran Settlement House, New World Association, Nicetown CDC, Philadelphia Job Corps Center, Philadelphia Unemployment Project, Southwest CDC, Turning the TIDE and the Urban League of Philadelphia. These agreements facilitate a referral process between PA CareerLink® centers and the CBOs. They also facilitate CBO staff training, delivery of career service workshops by Cross Center Services staff, and the opportunity for CBOs to provide services at PA CareerLink® Philadelphia centers. As was previously reported, Philadelphia Works was awarded nearly $200,000 from the Pennsylvania Department of Labor & Industry to provide enhanced career services and industry recognized credentials in partnership with two neighborhood based organizations, Southwest CDC and Lutheran Settlement House. These organizations are beginning to provide case management services to neighborhood residents, register customers in Job Gateway, and assist customers in their job search. EDSI has hired a Community Workforce Connector, who is working with the PA CareerLink® Business Services team to develop relationships with neighborhood employers, facilitate workshops at partner sites, and connect residents to work experience opportunities in their community.

Youth System The Youth System continues to serve in-school and out-of-school youth ages 16 - 24 through our year-round programs located throughout Philadelphia supported by WIOA and TANF Youth Development (TANF-YD) funds. The TANF-YD Request for Proposals (RFP) for year-round providers was posted at the end of July 2016 and proposals were reviewed. Final decisions will be made in December. These year-round recommendations will be on the agenda for the next Executive Committee and the following Board meeting. The Department of Labor funded grant, Career Pathways: Summer Jobs and Beyond -Youth Opportunity Hub (Hub) opened in conjunction with the PA CareerLink® West in October 2016. The Hub is currently serving its first cohort of youth and continuing its ongoing recruitment. The program expects to serve 125 youth and young adults within the first year of operation. The Youth System began monitoring for Program Year 2016 (year ending June 30, 2017) to ensure eligibility, services, outcomes, and wage testing across all funding streams.

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Employer Engagement Activities Industry Partnerships

Philadelphia Works continues to guide and support the activities of Philadelphia-based Industry Partnerships (IPs). The PA Department of Labor & Industry recently awarded Philadelphia Works an Industry Partnership grant for FY2017 totaling $393,200. The grant will support the District 1199c Training and Upgrading Fund’s Greater Philadelphia Healthcare Partnership and the SERWDP Advanced Manufacturing Partnership. These funds will increase efforts to continue to build a workforce system that is responsive and can meet the skill needs of employers. The grant will allow the partnerships to provide training focused on moving incumbent workers up or across a career ladder and moving jobseekers into employment in High Priority Occupations.

Philadelphia Works recently formed a Business & Financial Industry Partnership and did not receive the $100,000 IP grant for FY2017. However, it is still moving forward with support from WIOA formula funds and a Sector-Strategy National Energy grant through the Commonwealth, thus Philadelphia Works will be better positioned to submit a more competitive proposal for FY2018.

Business Engagement Compact Updates During the last quarter, the following employers signed compacts with Philadelphia Works:

• Creative Business Accounting & Tax Services is a small business year round service that provides consumers with accounting, bookkeeping, business accounting, payroll services and tax preparation.

• The Business Center for Entrepreneurship & Social Enterprise provides the education and business networking programs necessary to strengthen businesses by teaching the basic “ins and outs” of accessing capital, marketing, how to write a business plan and competing. They help proprietors of any age to build and run a successful business.

Compact Activity (See chart below)

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COMPACT ACTIVITY

Compact Sign Date Company PA CareerLink®

and TANF Hires

Job Orders

Posted*

WorkReady Intern Hires

2016


2015


2014 5/6/2015 AlliedBarton 36 362 11/13/2014 Allied Tube & Conduit 17 2/25/2015 Allstate 8/26/2013 Amerihealth Caritas 25 22 13 15 15 11/14/2014 Amuneal Manufacturing 1

2/12/2016 B*FRIN 2 6/14/2013 Bancroft 2 1

11/14/2014 Brooks Instruments** 11/17/2014 Brown's Superstores 11 21 10 11 7 5/4/2015 Burger King (701 W. Lehigh Ave) 2 11/10/2016 Business Center for Entrepreneurship & Social Enterprise

2/20/2015 Carmana Designs 3 4 11/4/2015 Carosella DesignBuild 1 2

4/6/2015 Citizen's Bank 5 15 28 32 33 10/22/2013 City of Philadelphia 23 32 100 100 100 7/15/2013 Comcast 9 146 61 55 55 11/14/2014 Computer Components Corp.

11/15/2016 Creative Business Accounting & Tax Services 5/10/2016 Cromedy Construction

2

8/19/2015 DePaul Group 11/13/2014 Disston Precision

10/18/2013 Drexel University 14 1,349 40 50 50 4/29/2015 Eatible Delights

6

11/14/2014 Electro Soft** 1 11/15/2013 Four Seasons Hotel

4

11/4/2015 Grayson Sky 1 1

17


and TANF Hires

Job Orders

Posted*


2016


2015


2014 11/18/2014 HPT Pharma**

1

11/14/2014 Hyundai Rotem 2 1 2 10/4/2015 Jason Roberts MetalWorks

12/23/2013 JEVS 41 9 11/20/2014 K-Mart/Sears Holding (Fairless Hills)

5

11/17/2014 Lansdale Warehouse Logistics** 10/17/2013 KPMG

16 2 2 3

3/20/2013 Mercy Health System 4 15 5 5 11/14/2014 Monroe Energy**

2

11/15/2014 Packaging Progressions (PACPRO)** 12 1 6/26/2013 PECO Energy 10 24 35 35 38 11/14/2014 Penn Engineering** 1 10/18/2013 Pennoni Associates 1 54 2 4 6 9/30/2013 PeopleShare 28 82 1 2/15/2015 Personal Support Medical Supplier 5 6

2/12/2016 Philly Food Works 4 2 11/20/2014 Philly Shipyard (formerly Akers) 10 16

3

11/12/2014 Piasecki Aircraft** 2 11/20/2014 PTR Baler 20 12

5/3/2016 Raine & Company 1 2 10/11/2013 Reed Smith

9

1 1

10/15/2013 Santander Bank 2 156 10 6 10/16/2013 Synterra

6/21/2013 Temple University Health System 1 74 2 11/9/2015 Thorpe Energy

5

2/17/2015 United by Blue 14 10 5/11/2016 University City District 6

10/4/2015 Urban Solutions 3

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and TANF Hires

Job Orders

Posted*


2016


2015


2014 1/5/2014 Wash Cycle Laundry 8 21 12/19/2014 WES Health System 3 4 4 4 11/5/2015 Zivtech 3 3

Total: 299 2,517 307 336 318

* includes all postings for jobs in the 5-county area

Last Updated 11/16/2016 sjv ** Regional partner

19

B*FRIN

20

Research, Labor Market and Performance Management System Performance and Local Labor Market Conditions

Performance of the System The EARN program enrolled over 2,500 customers in the first quarter of this program (July 1, 2016 through September 30, 2016) and carried over 2,232 customers from the prior program year. The number of referrals has been declining over the past year. Enrollment rates are up slightly from the previous quarter but still below 50 percent of those referred. New strategies to increase the enrollment rate may be reviewed above in the Workforce Systems Delivery Strategies section’s “Integrated Service Delivery Update.” Pennsylvania Department of Human Services’ performance measures have changed for this program year. Placements are rewarded on a 3-tiered system that increases performance payments as intensity of activity increases and dependency on TANF subsidies decreases. Credentialing will also be a factor for those EARN customers participating in Jobs Specific Skills Training (JSST). Given that employment tracking lags the quarter reports, we currently have too little data to report on performance.

As of July 1, 2016, the PA CareerLink® programs are tracked using the federal WIOA measures. These measures require data not captured in the state workforce data system until recently. Given the challenges of reporting data accurately and the delay in federal guidance on the definition of some measures the Pennsylvania Department of Labor & Industry (PA L&I) informed local workforce development boards that measures would be reported for the first time for the first quarter in 2018 (July 1, 2018 to September 30, 2018). Local areas requested data that could be collected to provide time for course correction over the next 2 years. We will continue to track the component parts of the WIOA measures to provide performance management to the system. (Details on measures may be found in the Workforce System Quarterly Report in the appendices.) Philadelphia Works is accountable for the metrics requirements under the state plan. That is, 30 percent of WIOA funds must be spent on training, 20 percent of youth funds must be spent on work-based experiences and 50 percent of adult customers served under WIOA must meet priority of service eligibility.

Local Labor Market Conditions The unemployment rate in September 2016 was 7 percent, not seasonally adjusted. Over 664,000 people were employed – the highest number recorded in Philadelphia. The labor force grew faster than employment resulting in a slight increase in the number unemployed. 50,000 residents were not working but actively looking for work in September. There were announcements of a number of lay-offs and business closures over this time period however Philadelphia has yet to experience the net effect on employment. There were over 31,000 job openings advertised on the web in the City of Philadelphia for September 2016. Computer and Mathematical; Management; Healthcare Practitioners; Sales and Related; Business and Financial Operations; and Office and Administrative Support occupations were the most advertised occupational families with over 2,500 postings in each group.

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The national unemployment rate was 5 percent in September 2016, 2 percentage points below Philadelphia’s rate. Pennsylvania’s unemployment rate was 5.7 percent. The surrounding Pennsylvania counties had unemployment rates that ranged from 3.9 percent to 5.0 percent. The Philadelphia region had continued economic expansion over this past quarter.

Research Projects Underway

EARN Research Projects Updates Two separate research efforts came to a close over the quarter. Dr. Samir Nurmohamed from the Wharton School concluded his first round of research on persistence in job search that focused on EARN customers. Using detailed first surveys and subsequent responses to electronically delivered daily quick questions, Dr. Nurmohamed and his team tracked the perceptions and efforts as customers from the PA CareerLink ® Philadelphia Northwest center and Suburban Station center sought employment. Retention in the study was high given incentives and the opportunity for individual attention. Preliminary results indicate that persistence occurs most often when customers have the “succeed against all odds” or “underdog” approach to reaching goals. More complete results are forthcoming.

Philadelphia Works engaged EARN customers in focus groups seeking to better understand why some customers engage fully in the program while others fail to report or drop out very early. From February through June 2016, Philadelphia Works held six focus groups across five identified populations. All groups had constructive suggestions on how to improve the EARN Program to increase participation. Major themes that emerged were the reputation of the EARN Program, communication with center

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staff, the challenges of competing to get employed, employers as self-serving agents, lack of self-esteem, and structure and routine as a way to be successful. Suggestions included: use smaller groups to engage customers; reduce time spent waiting or without active engagement; improve communication with staff; and increase training opportunities. Center administrators are reviewing the findings and suggestions to bring their perspective to recommendations.

Special Initiatives

Registered Apprenticeships Over the past quarter, the American Apprenticeship Initiative, which is increasing non-traditional apprenticeships in IT and Behavioral Health for Opportunity Youth (ages 16-24, out of school, out of work), focused on employer engagement and program development in Philadelphia and with our county partners. Some employer partners are identifying appropriate jobs and designing the training and curriculum for apprentices and preparing the documents for registration with the PA Apprenticeship and Training Council and the United States Department of Labor (US DOL). Other employers are unfamiliar with registered apprenticeships and we engage them to discuss the details and benefits of apprenticeship programs – both in Philadelphia and with our county partners. Two entities were competitively procured to develop employer-validated pre-apprenticeship curriculum in the target occupational groups. The curricula will be designed to equip young people with the technical and workplace skills necessary to enter into fulltime employment in a Registered Apprenticeship. This curriculum will be available to training partners across the 5-county region. The 2nd annual National Apprenticeship Week was November 14-20, 2016, and highlighted the apprenticeship activity in Philadelphia through various events and marketing efforts.

Policy WIOA Update

Final guidance is still forthcoming from the U.S. Department of Labor (DOL) on definitions of measures and nuances around programmatic elements such as credentialing. Pennsylvania is also finalizing policy for local performance and priorities. We continue to evaluate changes in the state system data collection and participate in the DOL sponsored webinars around performance and data tracking.

While we have not received formal approval of our local transitional plan or the regional transitional plan, we have received oral confirmation that these, as edited, meet requirements. We are still waiting for guidance on the multi-year local plan and regional plan. These plans will require participation by partners and a comment period. Final plans are due before June 30, 2017.

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External Relations Major Meetings and Partnerships:

Our staff is committed to learning about best practices and aligning workforce services with education, literacy, human services and economic development activities. In this section, we report on significant milestones in our ongoing partnerships and important meetings and conferences attended by Philadelphia Works staff and board for the period September 9 – November 18, 2016.

New Appointments and Partnerships (see CEO Report for new initiatives)

Ongoing Partnerships (no milestones to report this quarter)

Meetings and Conferences of Note

During the October 4-5, 2016 Pennsylvania Workforce Development Board Symposium in State College, PA, Philadelphia Works staff presented a slate of virtual career services that Philadelphia Works will soon be making available to career seekers. In addition to accessing career and training services by visiting one of four Philadelphia CareerLink® centers, Philadelphia career seekers will be able to enhance their job search and interview skills and to participate in mini-workshops by the use of any mobile device. Workshop attendees were informed that these virtual services will be available to Philadelphians no later than February 2017.

On October 7, 2016, our Chief Research Officer was an invited attendee to the launch of UPNEXT: PA STEM Talent Development & Women’s Mentoring. At the event, Lieutenant Governor Mike Stack pledged to act as spokesperson for the initiative which has close ties to Philadelphia.

Philadelphia Works Chief Operating Officer testified supporting the expansion of Career and Technical Education at a hearing organized by Philadelphia City Councilwoman Blackwell on October 24, 2016. Using statements prepared by the Research, Policy & Innovation staff, Philadelphia Works underscored the value of CTE and its significance in preparing young people for both careers and post-secondary academic success.

Philadelphia Works Chief Operating Officer offered the keynote address for the Mature Workers Task Force Recognition Breakfast October 21, 2016. The Mature Workers Task Force is a coalition of non-profit and public organizations, which coordinate employment and training services for mature workers in Philadelphia. Six mature career seekers age 55 and older were recognized for their heroic efforts of securing employment. Their employers also were acknowledged for valuing the skills and experience of these seasoned, experienced professionals.

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Communications and Media Outreach (See the Media Notebook for recent news clips)

We attracted print media coverage and a 10ABC TV spot for the Grand Opening of the PA CareerLink® West Philadelphia center on October 11. During National Apprenticeship Week events Nov 14-18 we also attracted significant print, internet and TV coverage.

We are in the midst of upgrading our website for easier navigation and administration, and creating an entirely new mobile-friendly section to better serve career seekers through PA CareerLink® Philadelphia. The new website is scheduled to be launched in early 2017.

Human Resources Staff Updates

Srivalli Chalasani Senior Programmer Srivalli Chalasani joined Philadelphia Works on September 9, 2016 as the Senior Programmer in the Research, Policy & Innovation Business Unit. She is responsible for developing and maintaining software programs and customizing database applications to support data analysis and management and analyzing and implementing changes to software systems to ensure data quality and efficient processing. She is also responsible for developing reports and data storage procedures. Prior to joining Philadelphia Works, Srivalli worked as a Developer at Prudent Publishing Company. She was also responsible for developing and maintaining internal applications and a database SQL server. Srivalli holds a Master’s degree from Nagarjuna University in India and is certified in MCP (Microsoft) Web Applications and SQL. Rose McMillan Auditor / Contracts Account Liaison Rose McMillan joined Philadelphia Works on September 14, 2016 as the Auditor / Contract Account Liaison in the Finance Business Unit. She is responsible for reviewing and evaluating the grantee’s system of internal accounting controls and accounting systems relative to the administration of grant funds. Rose is responsible for ensuring that all contract and quality standards are met particularly as it relates to employment performance benchmarks. Rose is also responsible for reviewing monthly contractor invoices for payment. Prior to joining Philadelphia Works, Rose worked for 15+ years as an Auditor in the Office of the Inspector General at the Philadelphia Housing Authority, conducting financial, operational and compliance audits of various programs. She also served as a Records Management Auditor at Exelon

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Corporation where she conducted compliance audits relating to Exelon’s Corporate Policies and Procedures. Rose holds a B.B.A. Degree from the University of Pennsylvania’s Wharton School of Business with a dual major in Accounting and Management. Thomas B. Mervine Contracts Account Liaison Thomas Mervine joined Philadelphia Works on October 3, 2016 as a Contracts Account Liaison in the Finance Business Unit. He is responsible for administering and executing the entire contracting and invoicing process which includes, writing contracts, budget monitoring and contract compliance. He is also responsible for providing general guidance and direction in regards to fiscal management of grants and assigned contracts. Prior to joining Philadelphia Works, Thomas was a partner / owner of a real estate business buying, selling and renting property in NJ, PA and FL. Thomas maintained his accounting skills and experience through contract projects at with various companies. Thomas holds a B.A. in Accounting from Lebow College of Business - Drexel University. Eileen McBrearty Cross Director of Human Resources Eileen McBrearty Cross joined Philadelphia Works on October 11, 2016 as Director of Human Resources in the Executive Business Unit. She is responsible for the strategic and operational direction of Philadelphia Works’ human resource organization facilitating the development of an employee-oriented culture that emphasizes quality, continuous improvement and high performance standards.

Prior to joining Philadelphia Works Eileen McBrearty Cross worked in the Media, Publishing and non-profit Education industries. With more than 20 years of human resource experience, she has established a track record of successfully building and leading global HR organizations including oversight for organizational development. During her career Eileen and her HR teams have been recognized for enabling organizations and its leadership achieve higher levels of success by crafting programs and processes aligned with its people and business goals. While at Fairchild Publications, both the Wall Street Journal and Human Resource Executive Magazine highlighted Fairchild’s highly coveted undergraduate and graduate Internship Program, which attracted college students from across the country and which formed an important pipeline for the organization’s entry level talent pool. Eileen is a certified executive coach and 360 Survey Designer and Facilitator. She has helped enable professionals in an organizational or personal setting to improve and achieve their business and career goals. She holds a degree from Monmouth College along with certifications from HBS Executive Education Studies and Center for Creative Leadership.

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Judith Clarke Executive Assistant to the President Judith Clarke joined Philadelphia Works on October 24, 2016 as the Executive Assistant to the President in the Executive Business Unit. She is responsible for a wide variety of substantially complex, diversified and confidential issues related to the office of the President. She is also responsible for organizing and coordinating outreach and external relations efforts. Prior to joining Philadelphia Works, Judith worked for 16 years as the Executive Secretary for the President& CEO of the New Jersey Hospital Association in Princeton, N.J. where she managed the CEO’s complex calendar, maintained all confidential files, trained junior administrative assistants and scheduled and attended board meetings and conferences. Judith also worked as a legal secretary for 3 years at the law firm of Stark & Stark in Lawrenceville, New Jersey. Judith attended Mercer County Community College. Moneisha Brown Data Specialist Moneisha Brown joined Philadelphia Works on October 31, 2016 as Data Specialist in the Research, Policy & Innovation Business Unit. She is responsible for reporting activities central to the case management system operations, working with subcontractors and internal staff to increase usage and productivity. Prior to joining Philadelphia Works, Moneisha worked as nanny for ABC Nanny Source and Care.com while attending college. Prior to her work as a Nanny, she worked as a remote ESL teacher for several years where she taught English to college students and business professionals from around the world seeking to learn English as a second language. Moneisha holds an Associate Degree in Information Technology from Delaware Community College and is experienced in SQL, PHP and other programming languages.

Employee Engagement Survey Update

As you are aware Philadelphia Works embarked on an Employee Engagement Survey in July, 2016 which resulted in a very high response rate of 84%. The findings produced very meaningful insights into the culture of Philadelphia Works, which will enable the organization to chart a course with a renewed emphasis on employee engagement. The survey conveyed a high level of employee alignment and commitment to the organization’s mission and services. There were several organization-wide themes that emerged and around which we are setting executable goals.

• Leadership Development to improve communication and strengthen accountability

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• Employee Development to enable professional growth and improve retention • Operational Performance supported by a new performance management system that produces

meaningful dialogue, results and recognition

Finance All accounting and reporting to funding agencies were timely completed and submitted to the respective funding agencies for the quarter ended September 30, 2016.

The organization’s annual audit for FY2016 has begun, field work is scheduled to be completed by the end of December 2016, a draft audit report is expected by mid-January 2017. All work is going as planned.

Compliance Monitoring

On August 15-19, 2016, the Commonwealth’s Bureau of Workforce Development Administration’s Oversight Services conducted its annual monitoring review for Philadelphia Works’ fiscal and procurement systems and Local Board compliance and oversight functions for Program Year (PY) 2015. A final report is currently pending.

Compliance Plan and Training The organization-wide Compliance Plan has been revised to align with the operational changes occurring with the Integrated Model, as well as with WIOA regulations. The revised Plan is expected to be approved at the December 2016 meeting. In addition, the Compliance Officer conducted Equal Employment Opportunity (EEO) trainings for managers and EEO liaisons of each the PA CareerLink® Philadelphia centers.

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DRAFT Board Meeting Summary

Wednesday, September 28, 2016 l 9:00–11:00 A.M. Chair: William Strahan

Chair Welcome Mr. William Strahan called the meeting to order at 9:00 a.m. MOTION was made to accept the Consent Agenda. ACTION: the Consent Agenda was approved unanimously. The Board meeting minutes from June 23, 2016 were approved unanimously. CEO Report Mr. Edwards reported on operational highlights including the Platform to Employment (P2E) initiatives to help the long term unemployed retain employment. Two cohorts were implemented and the success rate for job seeker placements is up 61% with three months remaining on the six month job placement time frame. He then provided an overview of the August 18, 2016 Employer to Employer panel discussion at the Federal Reserve Bank regarding hiring those with criminal convictions. Mayor Kenney welcomed all participants and provided his support of the program. Approximately 68 employers representing 46 companies and ten of our Board members participated to make it a successful event. Mr. Edwards then reported on the initiatives of the U.S. Conference of Mayors Workforce Development Council (WDC). As a result of our leadership within the WDC, we were selected among ten local workforce areas to receive a $400,000 retail grant to support Phase I of our initiatives to work with retailers across the region. We anticipate receiving an additional $400,000 grant for Phase 2. Concerning our Regional and Local plans, our Southeast Regional plan has been approved. We are in the process of making a few minor adjustments to the Local plan, per comments received from the Commonwealth and expect approval following those adjustments. Mr. Edwards noted two topics that the Executive Committee has been working on regarding data and performance outcome measures -- which will be reported in the Special Presentation portion of the Board meeting -- and HR initiatives within the organization to improve the culture and employee engagement. As a result, an employee engagement survey was solicited for feedback from all staff. He reported that 84% of employees participated in the survey and that the feedback was productive. He announced the hire of the new HR Director, Eileen McBrearty Cross. Mr. Edwards concluded his report with a brief overview of a four part assessment process of the integrated centers and informed that a detailed report will be distributed to the Board. Board Development Mr. Richard Lazer informed that four new Board members have been appointed: Eden Kratchman, VP Global Corporate Giving, Chubb; David Crossed, Partner, Navigate; Orla Pease, VP of PA Traffic Engineering, Urban Engineers; and Peter Gonzales, President & CEO, Welcoming Center for new Pennsylvanians. Mr. Lazer reported that Nicole Pullen-Ross, Board Secretary, has retired from the Board as her term expired. Mr. Mark Edwards added that there will be an election of officers at the December Board meeting.

ATTENDANCE MEMBERS Nolan Atkinson Ryan Boyer Shari Brightful David Donald Mark Edwards Patrick Eiding Daniel Fitzpatrick Diane Inverso Frank Jiruska John Lasky Richard Lazer Gabriel Mandujano Jay Spector William Strahan Peter Tubolino GUEST OF MEMBERS Michael Cooper Manny Citron Heloise Jettison Chekemma Fulmore-Townsend REGRETS Harold T. Epps Cheryl Feldman Donald Generals Jim Gillece Ed Grose Regine Metallus James Nichols Norma Romero-Mitchell Joseph Parente Ajay Raju Bud Tyler LEADERSHIP TEAM Hugh Bailey Meg Shope Koppel Dale Porter Sharon Riley

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Finance Committee Mr. Dale Porter reported on behalf of Ms. Regine Metellus in her absence. He informed that following protocols to submit an RFP every three years for the selection of Auditors, our current Auditor, Mitchell Titus has been chosen to remain for the next three years. He provided an overview of the financial statements beginning on page 91 of the Board book. MOTION was made to approve the financial statements for the year ended June 30, 2016 and the month ended July 31, 2016 noted in the Action items. ACTION: all action items were approved unanimously. Youth Council Committee Ms. Daniel Fitzpatrick provided an update of the Youth Council Committee meeting of July 12, 2016. Youth Council has received two grants from the Departments of Labor. The first, for the Summer Jobs and Beyond program, a $2MM grant over two years to target employment for youth between the ages of 16-24 years old in the West Philadelphia Promise Zone; and the second, a $1MM grant for 33 months to develop the Pathway to Justice Careers program which targets youth who are in the criminal justice system. Ms. Chekemma Fulmore-Townsend presented an overview of the programs. Workforce and Economic Development Committee Mr. David Donald presented four policies to the Board for approval and provided an overview of the policies that were available for review in the Board briefing book. Mr. Hugh Bailey noted the rewards and challenges of the programs. MOTION was made to approve the four Policies: WIOA Transitional Jobs, WIOA Individual Training Account, WIOA Incumbent Worker, and TANF On-the-Job Training. ACTION: all four Policies were approved unanimously. Research & Policy Committee Mr. Strahan introduced Mr. Keith Bailey, Director for the Center for Workforce Information & Analysis, PA Department of Labor & Industry. Mr. Bailey reported on the work in progress relative to metrics, performance and understanding the systems in place to manage data. (Given the regulated collection of data such as the data collected from employers on new hires each month and active employees each quarter, Pennsylvania is seeking to identify how these data might be shared with Philadelphia Works to better identify our successes and our impact without violating the restrictions on use). Mr. Bailey indicated he would keep the Board informed on decisions around access to these data. Adjournment The meeting was adjourned at 11:00 a.m.

STAFF Barbara Allen Eleanor Avery Patrick Bayer Patricia Blumenauer Marlene Dobson Johnetta Frazier Sue Hoffman Jamece Joyner Joseph Kozlowski Susan Kirby Deidre O’Gorman Carmella Siravo Tim Smith Bethany Watzman GUESTS Susan Buehler Waverly Coleman Carol deFries Jackie Gallagher, Esq.

Stephanie Gambone William Hart Stephanie Koch Meredith McCarthy Dionisio Mignacca Lorelei Narvaja Carrie Kitchen-Santiago Lorraine Stewart Alex Styer Catie Wolfgang Nicki Woods

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Board Development Committee Meeting Summary

Tuesday, October 11, 2016 l 3:00 – 4:00 P.M. Chair: Richard Lazer

Chair Welcome Mr. Richard Lazer called the meeting to order at 3:00 p.m. and confirmed attendance of participants. Board Development Update Mr. Lazer proposed nominees for officer positions for the 2017-2019 term as follows: Bill Strahan, Chair; Dan Fitzpatrick, Vice Chair; Regine Metellus, Treasurer; and Patrick Eiding, Secretary. MOTION was made to put forth the slate of proposed officers to the Executive Committee and full Board. ACTION: Motion to put forth the slate of officers was approved unanimously. Mr. Lazer reviewed the current slate of Committee Chairs. Mr. Mark Edwards reported that David Donald is resigning in December and his seat as the Chair of the W.E.D. Committee will be replaced by Gabriel Mandujano. In turn, Heloise Jettison, delegate for Harold Epps, will replace Gabriel’s role on the Employee Engagement sub-Committee. New Board Members & Re-Appointments Mr. Lazer informed that the following four new Board members have been appointed: 1) David Crossed; 2) Peter Gonzales; 3) Eden Kratchman; and

ATTENDANCE MEMBERS (Via Telephone) Ed Grose Richard Lazer Norma Romero-Mitchell GUEST OF MEMBERS (In Person) Manny Citron STAFF (In Person) Mark Edwards Sharon Riley Carmella Siravo

4) Orla Pease. He reported that there have been six re-appointments to the Board: 1) Ryan Boyer; 2) David Donald; 3) Pat Eiding; 4) Ed Grose; 5) Guy Generals; and 6) Norma Romero-Mitchell. Ms. Sharon Riley informed that we have met WIOA compliance with 29 members 15 of whom represent the private sector, which meets the 51% private sector requirement. In addition, there are six members in the Labor category which meets the 20% Labor requirement. Mr. Manny Citron noted that there are two additional appointments that the Mayor approved, which we can keep in the pipeline to replace members as they term off, and in particular, David Donald who will resign at year end. Mr. Edwards informed that a new Board Member Orientation session will be scheduled for new members within the first week of December. Ms. Riley noted that we will reach out to the new Board members to assign each to a designated Committee. Board Attendance Mr. Lazer prompted a review of the Board and Committee meetings attendance grid for Q2/Q3, in which the grid displayed that there were no attendance issues or concerns. Adjournment The meeting was adjourned at 4:00 p.m.

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Executive Committee Meeting Summary

August 18, 2016 │ 3:00 – 5:00 P.M. Chair: William Strahan

Chair Welcome Mr. William Strahan called the meeting to order at 3:00 p.m. Mr. Strahan confirmed attendance and reviewed the order of the agenda items. MOTION was made to approve the following agenda items: Executive Committee meeting minutes from May 17, 2016, CEO report; Committee meeting minutes and the draft Board meeting agenda for September 28, 2016. ACTION: all four items were approved unanimously. CEO Report Mr. Mark Edwards introduced Al Ciardi, from Ciardi, Ciardi & Astin law firm. Mr. Ciardi highlighted the following: PWDC won the jury trial and was awarded $160MM plus legal fees. KRA has filed an appeal. PWDC cannot execute collection on the funds until the appeal process is complete. It is the opinion of Ciardi, Ciardi & Astin that PWDC will also win the appeal. Mr. Edwards followed the KRA update with a report on the Hiring Returning Citizens event held by Philadelphia Works in which the Mayor opened the event with a supporting speech. He informed on the outstanding participation of employers and the positive impact of the discussion amongst the employers. Mr. Edwards added that Jeff Brown, CEO of the Shoprite Supermarket chain is working with JEVS and local faith based churches to further advance the hiring of returning citizens. Mr. Edwards then addressed a letter from the Executive Committee dated June 14, 2016 in which the Committee requested feedback on the items noted in the letter. Mr. Edwards informed that the Committee was provided with a written response. He then provided an overview of the response on the following topics: staffing turnover, employee engagement, employee survey results, integrity hotline and resources.

ATTENDANCE MEMBERS: William Strahan David Donald Patrick Eiding Daniel Fitzpatrick Richard Lazer Regine Metellus Norma Romero-Mitchell Jay Spector GUESTS OF MEMBERS: Manny Citron STAFF: Mark Edwards Hugh Bailey Sharon Riley Meg Shope Koppel Carmella Siravo GUESTS: Al Ciardi

Workforce and Economic Development Committee Mr. David Donald presented the following action items for approval from the Committee to present to the Board at the September 28, 2016 Board meeting: • Workforce Innovation and Opportunity Act Transitional Job Policy • Workforce Innovation and Opportunity Act Individual Training Account Policy • TANF On-the-Job Training Policy

MOTION was made to approve the policies. ACTION: all policies were approved unanimously to be presented to the Board. Board Development Committee Mr. Rich Lazer informed that seven Board members will be re-appointed by the Board and that nine new members have been nominated by the Chambers of Commerce as follows: the Asian Chamber and Hispanic Chambers nominated one new member each and the Philadelphia Chamber nominated seven members. Mr. Lazer advised that Nicole Pullen-Ross’ term has expired and she has chosen not to renew her term. He further advised that there will be an election of officers at the December 2016 Board meeting.

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Finance Committee Ms. Regine Metellus presented the following action items for approval from the Committee to present to the Board at the September 2016 Board meeting:

• For the Finance Committee to present unaudited financial statements for the year ended June 30, 2016

• For the Finance Committee to present unaudited financial statements for one month ended July 31, 2016

MOTION was made to approve the action items. ACTION: all items were approved unanimously to be presented to the Board. Youth Council Committee Mr. Dan Fitzpatrick informed that there were two Department of Labor grants that were approved for $2MM for two years for the career pathway for youth which will work on the West Philadelphia Promise Zone and the PA CareerLink® West Philadelphia Center will be providing youth services beginning August 29. Also there is a $1MM grant for the Pathways to Justice grant for youth that are in the justice system. The program will specifically expose the youth to law enforcement and emergency respondent careers. Mr. Fitzpatrick reported that the Youth Summer WorkReady program 2016 was successful with approximately 7,000 youth participating across 1,000 employers. Research & Policy Committee Mr. Jay Spector reported that the Committee met July 6, 2016 and they are in the process of recruiting new members for the Committee. Mr. Spector provided policy updates as follows: the WIOA rules were released; we are waiting for approval of our transitional local plan and the regional plan. The Pennsylvania Department of Labor & Industry is still finalizing employer metrics. Federal proposed changes in the TANF Employment & Training legislation as part of reauthorization have resulted in a set of bills that give us some insights into changes in programming. We continue to monitor proposed changes, but do not expect reauthorization to pass until after the election in November. The committee continues to focus on policy to advance employment of those convicted. Human Resources Committee Ms. Norma Romero-Mitchell informed that there are two remaining candidates to be considered for the Human Resources Director position. In terms of open enrollment, Brown and Brown is the new consultant. The transition was smooth and the staff was able to maintain the same level of cost and add two new voluntary plans including vision. Ms. Romero-Mitchell advised that Board member Mr. John Lasky has joined the Committee. Board Meeting Agenda Review Mr. William Strahan presented and the Committee approved the September 28, 2016 Board meeting agenda items. Mr. Hugh Bailey noted that an additional policy of the Workforce and Development Committee relative to job training will be added to the Board meeting agenda and presented to the Board for approval. Adjournment The meeting was adjourned at 5:00 p.m. The next meeting is scheduled for November 17, 2016.

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Finance Committee Meeting Summary

Thursday, December 1, 2016 | 9:00 - 10:00 A.M. Chair: Regine Metellus

Welcome and approval of prior meeting minutes Ms. Regine Metellus welcomed the committee and called the meeting to order at 9:10 AM. MOTION to approve prior meeting summary minutes held on September 7, 2016 was approved. Auditor/Audit Plan Ms. Metellus walked through the RFP process and approval performed by the Audit and Financial Compliance Sub-Committee and their selection of Mitchell Titus to be the audit firm for the next three years. Ms. Metellus further explained that Mr. Steven Maher, partner of MitchellTitus presented the Audit Plan for FY16 to the Audit and Financial Compliance Sub-Committee. The Audit and Financial Compliance Sub-Committee approved the plan. Mr. Dale Porter also commented that the auditors are currently in house performing audit fieldwork; a draft audit report should be completed by mid-January. Mr. Pat Eiding wanted to know who oversees internal auditing at Philadelphia Works; Mr. Porter replied the Finance department. Sharon Riley, Compliance Officer also performs periodic compliance reviews covering a variety of topics.

ATTENDANCE MEMBERS: Pat Eiding Regine Metellus (via phone) REGRETS: Ed Grose Peter Tubolino STAFF: Hugh Bailey Eileen McBrearty Cross Hai Nguyen Deirdre O’Gorman Dale Porter Sharon Riley Gail Winkle

Compliance Plan Ms. Sharon Riley mentioned to the Finance Committee that the Audit and Financial Compliance Sub-Committee reviewed and approved the revised Compliance Plan, for required changes resulting from the transition from WIA to WIOA. The revised Compliance Plan and was approved by the Executive Committee. Operations Narrative and Financial Statements for Three Months ended September 30, 2016 Mr. Hai Nguyen presented the Financial Statements for three month period ended September 30, 2016. Philadelphia Works has encountered some underspending in the TANF, WIOA and Youth systems. Philadelphia Works must accelerate spending in all funding streams. Approximately 23 percent of the TANF/Adult cost reimbursement budget has been spent. However, sub-recipients expenditures are underspent. Sub-recipient expenditures must increase in order to fully utilize available funds. Mr. Porter explained under spending at the sub-recipient level versus overall spending.

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TANF/Youth Supplemental funds (grant ended September 30, 2016) were used to fund youth operations resulting in underspending of TANF/Youth year round funding. Historically TANF/Youth year round funding does not carry over, an exception was made in FY2016 primarily due to the budget impasse. Philadelphia Works has executed contracts associated with American Apprenticeship, DoD/OEA and Career Pathways for Youth funds. Increased activities associated with these grant are expected in the second quarter. Unforeseen challenges with the CareerLink, 3901 Market Street, required Philadelphia Works to utilize $422,000 of unrestricted funds. These cost exceeded the tenant’s improvement allowance. Mr. Hugh Bailey explained he is seeking approval from the State to charge these costs to formula funding. FY2017 Executed Contracts For disclosure purposes only, a list of executed contracts was presented. Adjournment Meeting was adjourned at 10:05 am.

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Audit & Financial Compliance Sub Committee Meeting

Summary Wednesday, November 2, 2016 │ 10:00 – 11:00 AM

Chair: Steven Glueck

Welcome and approval of prior meeting minutes The Audit and Financial Compliance Sub-Committee meeting was held on November 2, 2016. The meeting was called to order by Mr. Steven Glueck at 10:05 am. A motion to approve prior meeting summary minutes held on February 9, 2016 was approved. Planning of the Annual Audit Mr. Steven Maher, partner of MitchellTitus presented the FY16’ audit plan. The plan included an introduction to MitchellTitus’ service team, the overall audit strategy, accounting and regulatory developments, areas of audit emphasis, fraud considerations, audit timeline and the timing of required communications. Mr. Maher then solicited inquiries of members of the audit committee. Mr. Glueck asked about confirmations. Mr. Dale Porter responded that he has a direct e-mail contact with the state regarding confirming amounts and sources of funds for the SEFA. Mr. Maher further explained, due to the unpredictability of the timing of the Commonwealth’s response the year end A/R balance will be determined by audit of subsequent receipts. Mr. Porter asked if the audit could be complete by the end of December.

ATTENDANCE MEMBERS: (via phone) Steven Glueck (Chair) Regine Metellus REGRETS: Reese Blair Mark Edwards GUESTS: Alyssa Dhawan Steven Maher STAFF: Hai Nguyen Dale Porter Sharon Riley Gail Winkle

Mr. Maher responded that considering delays associated with the holiday season, fieldwork would be substantially complete by the end of December with outstanding items completed by early January. We can expect to receive a draft report by mid-January. Revisions to the Philadelphia Works’ Compliance Plan Ms. Sharon Riley presented to the Sub-Committee a revised Philadelphia Works Compliance Plan. The revisions reflected changes in operations due to the integration of centers, as well as changes in policies as a result of Workforce Innovation and Opportunity Act (WIOA). Ms. Riley stated that input was sought from all business unit leaders and the revisions were reviewed and approved by Philadelphia Works’ leadership team. MOTION: Mr. Glueck moved to approve the revised compliance plan. Ms. Regine Metellus seconded the motion. ACTION: The motion passed unanimously. The Plan will now be presented to the Finance Committee. Adjournment With no further questions or concerns, the meeting was adjourned at 11:00 am.

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Human Resources Committee Meeting Summary Tuesday, October 18, 2016 | 3:00 - 4:00 P.M.

Chair: Norma Romero-Mitchell

Welcome and Agenda Overview Mrs. Norma Romero-Mitchell brought the meeting to order at 3:03 p.m. She welcomed all to the meeting and introduced Mr. John Lasky as a new member of the committee and Ms. Eileen McBrearty Cross as the new Human Resources Director of Philadelphia Works. She asked the committee to provide a brief introduction of their background. August 2, 2016 Meeting Summary MOTION was made to approve the minutes by Ms. Romero-Mitchell. Mr. Nolan Atkinson moved to approve the minutes and Ms. Romero-Mitchell seconded the motion. ACTION: The minutes were unanimously approved. Introduction of the New Human Resources Director Ms. Romero-Mitchell introduced Ms. McBrearty Cross and asked that she provide a brief introduction of her background to the committee. Ms. McBrearty Cross has a career’s worth of HR expertise spending most of her time

ATTENDANCE MEMBERS: Nolan Atkinson John Lasky Norma Romero-Mitchell REGRETS: Jim Gillece STAFF: Mark Edwards Tracee Hunt Eileen McBrearty Cross Maria Morton

working in the media, publishing and entertainment industry. While attending an executive coaching certification program at Baruch College in New York City, she was introduced to an organization that provided pro bono professional support to non-profits. It was her pro bono work that prompted her to redirect her full time HR career in the non-profit sector. Ms. McBrearty Cross was recruited to head HR at a school in Maryland that supported children, youth and adults with developmental disabilities. While her expertise crosses all functional aspects of HR, her passion resides in areas of coaching, employee development and talent management. Highlights of the HR Director’s 90-Day Work Plan Ms. Hunt explained that Ms. McBrearty Cross’ onboarding and work plan includes but is not limited to understanding Philadelphia Works, meeting with both internal and external stakeholders, visiting the PA CareerLink® centers and supporting the leadership team in setting and implementing their respective business unit goals resulting from the Employee Engagement Survey. Mr. Mark Edwards added that the work plan includes various activities and resources that are organized in a 30, 60, and 90 day timeframe. The work plan is in a draft form and with Ms. McBrearty Cross’s input will be finalized next week. The work plan will be utilized to assess Ms. McBrearty Cross’s performance after the 90-day introductory period. The 90-day work plan is a standard practice across the entire organization. Ms. Romero-Mitchell asked if the 90-day work plan will be shared with the committee. Ms. Hunt mentioned that once the work plan was finalized it will be shared with the committee. ACTION: Ms. McBrearty Cross will email the finalized 90-day work plan to the committee.

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Survey Update Ms. Hunt mentioned that staff had productive meetings with the individual departments to share the employee engagement survey results. Senior Leadership utilized a format of “Start, Stop, and Keep” for the things they were going to do as a result of the survey. It was done in a preliminary way so that the employees could weigh in on the “Start, Stop, and Keep” format. At the end of the day all departments were brought together collectively to discuss the process. Ms. Hunt, Ms. McBrearty Cross and Mr. Edwards will meet to crystalize the outcome of the individual department meetings and create an action plan that will be embedded in the accountability of the Senior Leadership. This process allows employees to experience some changes in the way they believe will move the organization forward and have it be a place where they enjoy working. Mr. John Lasky mentioned that Temple is going through a similar process. He believes it’s the right thing to do and research shows that it’s meaningful and gets results. Mr. Lasky asked if the results of the survey were distributed to the committee. Ms. Romero-Mitchell mentioned that the results were shared with the committee and staff will forward a copy to Mr. Lasky. ACTION: Staff will send Mr. Lasky the results of the survey.

Review HR Committee Purpose / Meeting Calendar Ms. Romero-Mitchell explained that the committee’s role is to support the key human resources strategies and initiatives in terms of the organization’s goals and objectives. The meetings are held quarterly to update the committee but if there was anything Ms. McBrearty Cross needed assistance with she could reach out directly to Ms. Romero-Mitchell. The next HR Committee meeting will be held in January 2017.

Staff Updates The bios of the new hires were late in reaching the committee. Ms. Romero-Mitchell commented that, at first glance, they look like a group of very good candidates. Ms. Hunt added that staff has been flowing in the recruitment process in a way that it has been yielding some quality hires. Adjournment The meeting was adjourned at 3:32 PM. The next meeting will be held in January 2017.

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Research and Policy Committee Meeting Summary

Wednesday, October 5, 2016 l 10:30 A.M.-12:00 P.M. Chair: Jay Spector

Welcome and Chair’s Remarks Mr. Jay Spector welcomed the Committee and called the meeting to order at 10:30 AM. With no amendments, Mr. Spector moved for approval of the July 6 minutes. MOTION: Mr. Jay Spector moved to approve the minutes. ACTION: The motion carried unanimously. WIOA Update Dr. Shope Koppel gave an update on the regional and local plan and performance metrics. A regional plan was submitted for Berks, Bucks, Chester, Delaware, Montgomery and Philadelphia local Workforce Development Boards. The plan was approved by the State with one small edit. The areas also submitted their individual local transitional plans which are effective to June 2017. Feedback was received from the State requiring specifying alignment with the Office of Vocational Rehabilitation. Other suggested changes are delayed for clarification in the multi-year regional plan due in June 2016. The State will provide guidance for the multi-year plan in mid-November. Information on the status of the regional and local multi-year plans will be presented in our January meeting.

ATTENDANCE MEMBERS: Jay Spector Tsiwen Law Bud Tyler Sheila Watson (via conference) STAFF Meg Shope Koppel Sue Hoffman Eleanor Avery

Philadelphia Works is in the process of negotiating performance metrics with the State. With Philadelphia being so large the state wants the metrics to be the same; however, the goal is to start low and negotiate upwards. The state proposed levels are the levels proposed to the regional ETA DOL office. The state final is what ETA will require. There is concern that adult and youth credentialing will be pushed upwards; we would like to keep those numbers low. Debrief latest Conversation with Employers and Next Steps Ms. Hoffman thanked Mr. Spector, Mr. Tyler and Ms. Watkins for their support and participation in the peer-to-peer employer conversations around hiring those with criminal convictions. On August 18, 2016, Philadelphia Works held their largest event with 68 employers attending from 46 different companies. Of those employers responding to the post-event survey, 71 percent said they were more likely to hire someone with a criminal record. Employers in long-term and elderly healthcare expressed their discomfort given the lack of guidance from the Commonwealth around restrictions on employing those with criminal convictions given a recent court decision that struck down blanket provisions. Other concerns were long delays in receiving state records, technology challenges in communicating with the state, and challenges with parole meetings scheduled during work hours. Our immediate next step is to provide information to employers on how to read criminal records. We will display this on the website. The committee members suggested developing webinars to teach and inform employers on reviewing third-party and state criminal records. Other follow-up will focus on challenges employers expressed on policies or processes.

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Update on Research in the PA CareerLink® Centers Dr. Samir Nurmohamed, a professor from the Management School at Wharton, is doing a study of persistence for our customers, focusing most on those in our TANF EARN Program. PA CareerLink® Centers at Northwest and Suburban Station recruited customers into the project. The first step was completing a long questionnaire then participants would electronically complete a short survey daily. Results will be provided soon. The centers are also working on a trial of an additional electronic case management system, SARA. This product reminds the customer of appointments and asks if they are in need of assistance with transportation as well as providing supportive text messages and emails. Staff is beginning an analysis of the data as well as a direct-line staff survey of the efficiencies and effectiveness of the product. Ms. Hoffman informed the committee of her conversation with Sydney Diavua, Community Engagement Associate at the Federal Reserve Bank of Philadelphia, regarding research being done in the community on workforce development and growth of the city and region’s economies. Surveyors felt those with criminal records can reduce economic growth and increase poverty if not engaged in productive activities. With these results, the Federal Reserve requested ideas on research projects around reentry and workforces issues. Dr. Shope Koppel suggested Philadelphia Works ask the Federal Reserve to research the impact of the policy and legal issues around the Older American Protective Services Act that restricts hiring of those with criminal convictions. Impact Analysis Mr. Spector discussed a conversation he had with Mr. Mark Edwards, Dr. Shope Koppel and Mr. Bill Strahan regarding the challenges of collecting data to tell us about the impact of our services. Specifically, we lack timely data on employment and wages. One of the problems relying on quarterly reported state data is that it lacks specific outcomes and lags 4 – 6 months. Longitudinal data on our customers is not available and limits our ability to define impact in a meaningful way. Dr. Shope Koppel recapped information guest speaker, Mr. Keith Bailey, Director of the Center of Workforce Information and Analysis, PA Department of Labor & Industry, provided at the Board meeting regarding the challenges and limitations of getting employment and wage information for those being served in the system, the restricted use of the information collected for the new hire program and accessing the unemployment insurance data. Policy-focus for the next quarter Policy foci for next year:

• Working on the metrics associated with the new Workforce Innovation and Opportunity Act • Returning citizens and educating employers while advocating for employment • Advocacy issues with expanding training opportunities for our EARN Program customers

Adjournment Dr. Shope Koppel mentioned she is working with Mr. Spector and Mr. Mark Edwards on identifying new committee members. There are several people interested and feedback will be given prior to the position being filled. Mr. Law moved to end the meeting, Mr. Spector seconded the motion. The meeting adjourned at noon.

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Workforce & Economic Development Committee

Meeting Summary Thursday, November 3, 2016 | 9:00 - 11:00 A.M.

Chair: Mr. David Donald

Welcome Regretfully, Chair, David Donald could not attend the meeting; therefore, Mr. Gabriel Mandujano facilitated in his stead. Mr. Mandujano welcomed the committee and called the meeting to order at 9:05 a.m. He also encouraged the committee to inform Philadelphia Works of any businesses that are interested in contributing to shaping the dialogue around how the business community can contribute to, and benefit from the public workforce system. One-Stop Operator Process The Workforce Innovation and Opportunity Act (WIOA) eliminated the option under the Workforce Investment Act (WIA) that allowed for the designation or certification of One-Stop operators by agreement between the local Board and a consortium. Consequently, WIOA requires Workforce Development Boards to procure a One-Stop operator by the start of the new fiscal year, July 1, 2017. Thus, with Board approval, and to allow for the least amount of disruption to the system, Philadelphia Works will implement a model that engages a One-Stop operator to perform the activities required by law: “coordinate the service delivery of required One-Stop partners and service providers.” The committee reviewed and discussed a document entitled “One-Stop Operator” which describes the background and recommends an approach for the One-Stop operator procurement process and made a few recommendations to consider upon implementation. Thereafter, Mr. Mandujano called for a motion to approve the staff recommend One-Stop operator procurement process and move forward to the Executive Committee for consideration. If supported, the action will be forwarded to the full Board for approval. MOTION: Ms. Diane Inverso moved to recommend the One-Stop operator procurement process be approved and forwarded to the Executive Committee for approval, it was seconded by Ms. Rebecca Wagner: ACTION: the motion carried unanimously. Next Steps: The Board and respective partners will be asked to join an Ad-Hoc committee whose primary focus will include: develop ideas and suggestions for the One-Stop operator; review proposals; participate in criteria discussions.

ATTENDANCE

MEMBERS: Shari Brightful Waverly Coleman Donald Generals Diane Inverso Gabriel Mandujano Dionisio Mignacca Joseph Osisek Rebecca Wagner REGRETS: Jason Aleman Bahiya Cabral-Johnson David Donald William Hart Catherine Miller Lorelei Narvaja Jim Nichols Larry Pace STAFF: Hugh Bailey Patricia Blumenauer Denise Givens Michelle Grimley Sue Hoffman Susan Kirby Melissa Rivera GUESTS: Mina Ghaley

Performance Update The committee was provided with an overview of WIOA and TANF system performance; including WIOA real-time metrics for quarter one of PY16, as well as EARN highlights for July through September 2016. WIOA Real-Time Performance, PY 2016, First Quarter- This program year is a baseline year for most federal WIOA performance measures; therefore, the Commonwealth will not be releasing formal WIOA

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performance results (for the first quarter of this program year) until October 2018. However, Philadelphia Works will consistently monitor all measures by querying the data and request validation of results on a periodic basis to ensure accuracy. Data as of October 31, 2016 is as follows:

• 217 Placements (on target to meet yearly goal 813) • 670 Registrations (on target to meet yearly goal of 2,254) • 55 On-the-Job Training (OJT) Enrollments (at 24.4% of the 25% to goal of 225) • Individual Training Account (ITA) Enrollments ( at 24.2% of the 25% to goal of 66)

EARN System Highlights during July through September

• Number of referred customers during July through September was 5,489 • The total number of customers enrolled was 2,584, with an enrollment rate of 47 percent. Of the

53 percent of customers not enrolled, 81 percent of customers were referral rejected because they did not report to the centers.

In order to increase engagement within the EARN system, Philadelphia Works and representatives from the Department of Human Services revived a strategy to connect with, and re-engage TANF customers. As a result, a community engagement program was created, consisting of “Street Teams” whose roles are to provide home visits to: address why individuals do not report at all; understand why individuals do not report after the first day of enrollment; and verify employment. In addition, a Customer Incentive Plan is in place to recognize and acknowledge customers who meet a certain criteria. The incentives are generally in the form of gift cards and transit passes. This process is in the beginning phase; therefore, there is no data as of yet to accurately reflect increased engagement. Strategies to Serve Individuals with Barriers to Employment Briefing The legislation requires Philadelphia Works to develop a multi-year WIOA plan describing how we will serve those with barriers to employment. Accordingly, the committee was provided a briefing which outlines an approach for serving those individuals, and sets the stage for future discussions on the workforce system’s strategies to prepare those with barriers to employment for success in the workplace. Included in the proposed approach is the focus on reducing common barriers across multiple populations; such as limited work experience and long-term unemployment, low literacy and education levels, as well as a focus on reducing specific barriers faced by opportunity youth and returning citizens, in an alignment with the priorities set by the City’s new Workforce Development Steering Committee. Furthermore, the approach would expand on strategies presented in the one-year transitional plan, lessons learned from new initiatives and the top ideas generated by stakeholders in February 2016. We expect to receive guidance and plan instructions in mid-November and anticipate a request for Board approval of a draft plan for public comment in late March 2017. The final plan is due to the Commonwealth in Spring 2017. The Committee affirmed that staff should base its draft plan strategies on the approach presented in the briefing. Next Steps: Staff will use this approved approach when drafting the WIOA plan for the Committee’s review at its next meeting. Adjournment: With no other business the meeting was adjourned at 10:55 AM.

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Employer Engagement Sub-Committee

Meeting Summary Tuesday, October 11, 2016 | 9:00-10:30 AM

Chair: Heloise Jettison

Chair Welcome Ms. Heloise Jettison, Chair of the Employer Engagement (EE) sub-committee called the meeting to order at 9:05 AM. MOTION was made to approve the July 12, 2016 meeting minutes. Mr. Peter Tubolino moved to approve the minutes, seconded by Ms. Heloise Jettison. ACTION: the motion carried unanimously. Tracking Board Hiring Activities As a result of the work of this committee, Board members will be recognized for hiring or facilitating a hire of a PA CareerLink® Philadelphia career seeker. Thus, discussion ensued as to how this process will be implemented. Suggestions were as follows: All Board members should post vacant job orders on Job Gateway®, which will be treated as a “job assisted job order.” Accordingly, a CareerLink® staff member will support the efforts of the Board member, including recruitment, posting of jobs, etc. This course will help to identify and track engagement of Board members.

ATTENDANCE MEMBERS: Ed Grose Heloise Jettison Peter Tubolino REGRETS: Patrick Eiding Gabriel Mandujano STAFF: Hugh Bailey Marlene Dobson Shirley Vandever

Consequently, at each Board meeting, the Board will acknowledge those members who have open job orders while also offering a display of the job description. Doing this will enable the network to see available positions and determine if there is a hiring need. In addition, the Board will recognize those who actually filled a vacant position, whether via networking or within their organization. A description of the methodology used to hire that individual will be displayed at the Board meeting as well. Next Steps/Action

• An email will be sent to the Board describing the method for tracking hiring activities, including the “job assisted” job order process, along with a request for each member to recommend a point of contact from their organization.

• As a mechanism to share information, a catalogue including resumes of career seekers will be provided to the Board during each Board meeting.

Board Member Employer Services “Cheat Sheet” After discussion of how Board members could play a more active role in the recruitment of employers to participate in the public workforce system, the committee thought it would be beneficial to acquire a “cheat sheet” which would provide at a glance information regarding available workforce services. For that reason, a sample cheat sheet was presented to the committee, which provides a summary of trainings and new initiatives, such as; On the Job Training (OJT), Customized Job Training (CJT), Individual Training Account (ITA), Transitional Jobs, Work Experience and Internships. Overall the committee felt the sample cheat sheet would be a great tool to help members feel comfortable and knowledgeable when speaking of the CareerLink® services available to employers.

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Next Steps/Action The language on the 2nd page of the sample cheat sheet will be distilled to only include the suite of business services. This sheet will ultimately be disseminated to the Board. Review of Employer Satisfaction Measurement Efforts Meredith McCarthy (EDSI) provided an overview of FY2016 employer satisfaction survey results. Historically, employers were surveyed after each recruitment event in order to measure the success of the recruitment experience. Consequently, it was reported that of the forty (40) employers who have completed an employer satisfaction survey, all 40, resulting in 100%, felt their needs were met to properly review candidates. In addition, eighty-seven (87) employers have returned to the system for repeat services. Moving forward, there will be a mid and end point evaluation to assess how well employers rate recruitment events and all of the CareerLink® services accessible to them. Employer Engagement Metrics In the first quarter of the current Fiscal Year 2017, 58 new Philadelphia employers registered in Job Gateway®. This compares to 44 in the first quarter of FY 2016. There are two (2) new employer-focused goals established in PY2016 for the Cross-Center Services contractor:

1. Engage 25 new employers with the system (OJT, CJT, Transition Work, Work Experience, Internship contracts).

2. Conduct 192 employer on-site hiring events. For the first quarter of PY2016 there have been 52 events, which is on track to meet the yearly goal.

Next Steps/Action: EDSI staff will review current hiring trends and job postings of Board members on JobGateway®, and provide the committee with a breakout by industry. Department of Commerce Workforce Development Subcommittee Work Chairperson, Heloise Jettison provided an update on the work of a city-wide steering committee, developed by the Managing Director’s Office, Department of Commerce, as well as other subsets of the Mayor’s office in order to help increase understanding of how the public workforce system meets the needs of both career seekers and businesses. Philadelphia Works is on the steering committee, which is comprised of three (3) sub-committees, one of which is the “Industry Partnership Employer Engagement sub-committee”. A charge of this sub-committee is to identify the needs of employers and to connect methods of working with partners and workforce talent, city-wide, and via new business attraction. Two meetings of this sub-committee have already occurred. Data will be shared with the Employer Engagement sub-committee. Next Steps: Ms. Jettison will invite employers from the EE sub-committee to a smaller discussion regarding this effort. Adjournment With no other business, Ms. Jettison adjourned the meeting at 10:10am.

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Philadelphia Council for College and Career Success Quarterly Meeting Summary

Friday, October 28, 2016 | 11:00-11:30 A.M. Chairperson: Dr. William Hite

Call-In Business Meeting The Philadelphia Council for College and Career Success (the Council) quarterly meeting scheduled for Tuesday, November 1st, was cancelled due to a high-priority meeting conflict affecting several Council members. To ensure the necessary and timely review and approval of a pending Council business item, the meeting was rescheduled as a conference call virtual business meeting for all eligible-voting Council members and delegates for Friday, October 28th. The virtual meeting included a webinar to capture the Council’s vote on a funding business item.

Ms. Stephanie Gambone, Executive Vice President of the Philadelphia Youth Network, opened the virtual business meeting and thanked members and delegates for accommodating the adjusted meeting format and scheduling. Ms. Gambone then introduced attendees, confirmed a quorum of eligible-voting Council members or delegates had been met, and provided context for the call.

TANF-YD – Summer Investment and Contract Recommendations Mr. Jere Mahaffey, Director of Executive Strategy for the Philadelphia Youth Network, then provided context for the recommendation. In January the Council approved a Recommendation to continue Temporary Assistance for Needy Families—Youth Development (TANF-YD) funds in summer programming via WorkReady Summer programs, which was approved by the Philadelphia Works Board in March.

ATTENDANCE MEMBERS: Pat Eiding William Hite Heloise Jettison Claire Marazzo-Greenwood Sylvia Simms Erik Solivan David Wilson GUESTS OF MEMBERS: Deborah Buhles Michael Cooper Sithi Pardeshi Ebony Wortham STAFF: Jason Alemán Stephanie Gambone Jere Mahaffey

The Council then approved a Request for Proposals (RFP) for WorkReady Summer 2017 Programs in April, which was given final approval by the Philadelphia Workforce Development Board in June. The RFP was released in July, and the Recommendation before the Council was to approve the resulting list of recommended contracts to receive TANF-YD funding to operate contracts April 1, 2017 through September 30, 2017, with up to two years of optional renewal. The Recommendation before the Council was reviewed in detail and put forward with approval by the Council’s Practice and Performance Committee, which met Wednesday, October 26th. With Council approval, the recommendation will be given final approval by the Philadelphia Works Board in December. Dr. Jason Alemán, Vice President of Program Services for the Philadelphia Youth Network, then provided an overview of the recommendation, including an overview of the WorkReady Summer models, priorities

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within the procurement process, an overview of the investment strategy for TANF-YD within the portfolio of WorkReady Summer programming, and an overview of the listed contracts. Dr. Alemán emphasized the procurement process priority to ensure services in high-need areas, expansion of the provider network, and analysis of recommended contract proposals to identify specific areas for support and capacity building. Dr. Alemán then engaged members and delegates in a discussion to answer questions and provide clarity. Recommendation Action In lieu of Mr. Dan Fitzpatrick, President of Citizens Bank serving as Council Chair and Philadelphia Works Board member, Mr. Pat Eiding, President of AFL-CIO and serving member of the Council and Philadelphia Works Board, then called a vote to approve the listed providers (included in the Recommendation Memo) to receive TANF-YD funding to operate WorkReady Summer contracts pending funding and slot allocations for the period April 1, 2017 through September 30, 2017, with up to two years of optional renewal. MOTION: Mr. David Wilson made a motion to approve the listed providers to operate WorkReady summer contracts for 2017, seconded by Mr. Michael Cooper. ACTION: The vote passed with one abstention from Commissioner Sylvia Simms. Conclusion Ms. Gambone then concluded the meeting and again thanked Council members and delegates for prioritizing and accommodating the adjusted meeting scheduling and format. Pertinent information and updates for the fall Council meeting will be included in the first quarterly Council meeting of 2017. The winter Council meeting is scheduled for Tuesday, January 31st, 2017. For questions or to RSVP for the upcoming Council meeting, contact Jere Mahaffey – [email protected].

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mailto:[email protected]

Action Item: Election of Officers

Action The Philadelphia Works Board of Directors is asked to vote for officers of the Board for a two year term through December 2019. Background Pursuant to the Philadelphia Works’ Bylaws, officers must be elected once every two years in the fourth quarter of the year. The Board Development Committee has nominated the following members to serve as officers:

Chairperson: William Strahan

Vice Chairperson: Daniel Fitzpatrick

Treasurer: Regine Metellus

Secretary: Patrick Eiding

The bios of each nominee are attached.

The Board Development Committee will accept any other nominations from the membership prior to the vote.

Recommendation

Elect the nominees as per the recommendation of the Board Development Committee.

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William J.T. Strahan, Executive Vice President, Human Resources, Comcast Cable

Bill Strahan leads the Human Resources function for Comcast Cable. He has responsibility for all aspects of Human Resources including talent, compensation, benefits, learning, employee, and labor relations.

Bill Strahan has been involved in various aspects of Human Resources work for almost 30 years. He began his career with over a decade of work at Macy’s Department Stores and Riggs National Bank. The second decade of Bill’s work included practicing law in Washington, D.C. in the area of

Compensation and Benefits – mostly in the context of mergers and acquisitions and in initial public offerings. For nine years, Bill was a consultant and manager at Mercer HR Consulting.

Bill holds a B.A. in Religion from Villanova University; a Certificate in Employee Benefit Administration from Georgetown University; and a Juris Doctorate from the George Mason University School of Law. He is an Active Member of the Virginia State Bar.

Along with his wife and two sons, Bill resides in Bala Cynwyd, Pennsylvania.

Bill previously served on the Philadelphia Works Board of Directors from January of 2011 through March of 2013. After a brief hiatus, he was appointed again in June 1, 2014. He has served as Chair since June 17, 2015.

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Daniel K. Fitzpatrick, President, Citizens Bank of Pennsylvania, New Jersey and Delaware,

Head of Mid-Corporate and Industry Verticals

Daniel Fitzpatrick, a commercial banking executive with more than 25 years of experience, is President of Citizens Bank of Pennsylvania, New Jersey and Delaware, and Head of National Mid-Corporate and Industry Verticals.

He serves on Citizens Financial Group’s (CFG) Executive Leadership Group, the company’s senior leadership team. CFG is headquartered in Providence, R.I.

Fitzpatrick, a native of Philadelphia, is a former chairman of the Greater Philadelphia Chamber of Commerce, and serves on its executive committee and its CEO Council for Growth. As chairman of the CEO

Council’s Human Capital Working Group, Fitzpatrick has focused on the development of programs and initiatives aimed at workforce development in order to facilitate economic growth and employment opportunity. Dan is also a member of the Board of the Allegheny Conference on Community Development and a member of the Heinz History Museum Board in Pittsburgh.

Active in the community, he is a member of the board of trustees for La Salle University, the Greater Philadelphia Urban Affairs Coalition and a member of the executive committee of the Philadelphia Convention and Visitors Bureau. He is a member of the board of directors of the Wistar Institute and on the Advisory Board of Drexel University’s College of Engineering.

As a result of Fitzpatrick’s community efforts, Citizens Bank and Fitzpatrick individually have received numerous community awards, including the Police Athletic League Award, the Philadelphia Academies Inc. Stand and Deliver Award, and the YMCA of Philadelphia and Vicinity’s John Wanamaker Corporate Award.

Fitzpatrick earned a bachelor’s degree in business administration from La Salle University and an M.B.A. from Drexel University. He is a CPA and Chartered Financial Analyst. Fitzpatrick lives in Newtown, Pa. with his wife Beth and their four children.

Fitzpatrick has served on the Philadelphia Works Board of Directors since July 1, 2015 and as the presiding Chairperson of the Philadelphia Council for College and Career Success (the Youth Committee) since his appointment.

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Regine Metellus, Executive Director of Finance & Administration University of Pennsylvania

School of Social Policy & Practice

Regine Metellus is the Executive Director of Finance & Administration for the University of Pennsylvania School of Social Policy and Practice. In her role, she oversees the School’s budget of $22 million. She has 20 plus years of experience in accounting and finance with a career path that has taken her through several for-profit and non-profit entities, including Price Waterhouse (now known as PricewaterhouseCoopers), Comcast Corporation and The Urban League of Philadelphia. In her most recent role at the Urban League, she was responsible for the organization’s fiscal operations, human resources and facilities, as well as the full programmatic portfolio.

She holds a CPA (Certified Public Accountant) license from New York State, and has managed annual budgets ranging from $8 million to $145 million.

She maintains an active role with the non-profit sector, serving on the boards of Philadelphia Works, Inc. and Teenshop, Inc. She earned her B.S. from Boston College and her M.B.A. from Temple University.

Regine has served on the Philadelphia Works Board of Directors since January 2013, serving as the Treasurer since July 1, 2014 and as the Finance Committee Chair since January 1, 2015.

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Patrick J. Eiding, President Philadelphia Council AFL-CIO

Patrick J. Eiding is currently serving his 5th term as President of the Philadelphia Council AFL-CIO representing over 100 local unions in the Philadelphia area. Prior to first being elected President of the Council in January, 2002, Eiding served for over 25 years as Business Manager and Financial Secretary of the Insulators and Asbestos Workers Local 14 covering Philadelphia and Southern New Jersey where he has been a member since 1963.

Eiding has risen through the ranks of leadership throughout his career and currently serves as Secretary-Treasurer of the Philadelphia Building Trades Council; as a member of the Executive

Council of the Pennsylvania AFL-CIO; and on the General Board of the National AFL-CIO representing Central Labor Councils in the Northeast.

Eiding also represents the interests of working families by serving as an active member of numerous boards and commissions including the Philadelphia Area Labor Management Committee (PALM), the United Way of Greater Philadelphia Southeastern New Jersey (UWGPSNJ), National Multiple Sclerosis Society (NMSS), the Urban Affairs Coalition, and the National Association of Workforce Boards (NAWB). He also sits as a Commissioner on the Philadelphia City Planning Commission and was appointed the board of Philadelphia Works, Inc. and the Advisory Board of the Philadelphia Federal Reserve,

Eiding is married, lives in Northeast Philadelphia. In his spare time, he enjoys the Phillies, the shore, and spending time with his two daughters and 3 grandchildren.

Eiding previously served on the Philadelphia Workforce Investment Board (PWIB) Board of Directors from 2002 through 2010. He was subsequently appointed to the Philadelphia Workforce Development Council (PWDC) in June 2011 and has served on the Philadelphia Works board since June 2012. Eiding previously served as Secretary of the Board and is a member of the Executive Committee.

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Action Item: TANF-Youth Development Funds Summer Investment

Contract Recommendations Action The Philadelphia Council for College and Career Success (Youth Council) recommends the Philadelphia Works Board approve the listed providers (see handout) to receive Temporary Assistance for Needy Families—Youth Development (TANF-YD) funding to operate WorkReady Summer contracts pending funding and slot allocations for the period April 1, 2017 through September 30, 2017, with up to two years of renewal options. Background In March, the Philadelphia Works Board approved the Philadelphia Council for College and Career Success (the Council) recommendation to continue investment of TANF-funding for a portfolio of providers that implement WorkReady Summer employment programs across different models. To ensure workforce preparation occurs consistently across the workforce system, each model focuses on the acquisition of the following 21st Century skills: teamwork / collaboration, flexibility / adaptability, self-direction / initiative, and productivity / accountability. Additionally, the employment process is designed to mimic real-world job seeking and job keeping competencies. The work-based learning experiences provide each participant the opportunity to develop and refine essential skills needed for the world of work.

WorkReady Summer Program Models • Career Exposure: The Career Exposure model provides opportunities for rising 8th grade

youth to explore skills and experience that careers require and to be exposed to the four key 21st century skills, specifically focusing on introducing long-term and short-term goal setting, and providing opportunities to build their social networks.

• Service Learning: Service Learning programs employ teaching and learning strategies designed for youth with an interest in civic service, and little or no prior exposure to the world of work. These programs allow youth to collectively address real-world issues, problems, and needs within the local, regional, national, or global community. Youth work in groups in a wage-bearing experience to explore these real-world challenges through research, reflection, and project development, as well as through direct service and/or advocacy.

• Work Experience: Work Experience programs provide a structured wage-bearing work experience for youth with limited exposure to the world of work. Work Experience programs also provide youth with explicit opportunities to further explore a desired career path as well as practice 21st-century skills.

• Internships: Internships offer an advanced opportunity for youth with prior employment and/or leadership experience. These wage-bearing experiences provide youth with exposure to professional careers otherwise not accessible to the teenage population, opportunities to develop and refine targeted 21st-century skills, and engagement in ongoing, professional-development workshops. In addition, internships provide opportunities for youth to work closely with a trained, adult supervisor, who serves in an instructional role throughout the duration of the experience.

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Indirect Costs 7%

Program Costs 10%

Provider Costs 19%

Youth Wages +Fringe 64%

Priorities for WorkReady Summer 2017: • Prioritize services in high-need (areas with a low percentage of youth employment and high

percentage of poverty) zip codes. • Maximize the scalability of the system and limit the financial impact on providers by

preserving a strategic blended funding strategy that includes over 100 investors. • Funding allocations must align with the stipulations of all funding sources. • Initiate contracting in a timeframe that is consistent with the preparation needed for high-

quality implementation. Quality programming is predicated upon an implementation timeline consisting of timely secured funding and timely contracting.

TANF-YD Investment Overview The chart below details the projected distribution of FY 2017 funding for the TANF-funded WorkReady Summer contracts:

TANF-YD Investment (approximately $3.4 M)

Category Percentage of Investment

Total Projected TANF-YD Summer’17 Revenue 100%

Total Indirect Amount 7% Total Program Support 29% Total Funding Available for Slot Allocation 64%

2017 WorkReady Summer Programs Procurement In July 2016, a Request for Proposals (RFP) was publicly released for the WorkReady Summer Programs portfolio. Prospective applicants were provided a detailed guide to submit a proposed scope of service and budget. Applicants were eligible to submit multiple applications for any of the four models within the WorkReady Summer programs portfolio. In September 2016, proposals were submitted, catalogued, and prepared for review by an independent review committee. An independent review committee reviewed all qualifying proposals submitted by utilizing a grading rubric that included:

• Organizational capacity and relevant experience • Program components • Staffing structure • Budget and program revenue Recommendation Approve the recommended list of providers to receive the TANF-YD portion of the total dollar investment in WorkReady summer programs, pending available funding and slot allocations, for the period April 1, 2017 through September 30, 2017, with up to two years of renewal options

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Action Item: Approval Process for Selecting a One-Stop Operator

Action The Philadelphia Works Board of Directors is asked to approve the recommended approach and process for selecting a One-Stop operator to be in place by July 1, 2017. Background The Workforce Innovation and Opportunity Act (WIOA) eliminated the option under the Workforce Investment Act (WIA) that allowed for the designation or certification of One-Stop operators by agreement between the local board and a consortium of three or more One-Stop partners. Now, WIOA requires workforce boards to competitively procure the One-Stop operator.

While nothing prohibits current operators from competing, the local board must ensure there are clear firewalls to prevent current operators from involvement in the development and management of the competition.

WIOA requires that One-Stop operators coordinate the service delivery of required one-stop partners and service providers. Additionally, One-Stop operators may perform other duties such as:

Managing daily operations in coordination with WIOA fiscal agent for the lease, utilities and other activities to support the center

Managing partner responsibilities defined in the Memorandum of Understanding (MOU) among partners

Managing hours of operation Managing services for individuals and businesses Ensuring that basic services are available (orientations, labor market information,

resource room, etc.) Implementing Local Workforce Development Board Policy Adhering to all federal and state regulations and policies Reporting to Local Workforce Development Board on operations, performance and

continuous improvement recommendations Functionally supervising the Site Administrators

The One-Stop operator cannot assist in the development, preparation and submission of local plans. They cannot manage or assist in the competitive process for selecting operators or select or terminate One-Stop operator, Career Services Providers and Youth Providers. Local Workforce Development Boards are responsible for the negotiated performance measures and budgets.

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Recommended Approach Philadelphia Works will implement a model that engages a One-Stop operator to perform the activities required by the law: “coordinate the service delivery of the One-Stop partners and service providers.” This approach will allow for the least amount of disruption while maximizing the value of a One-Stop operator. In subsequent years, based on need, Philadelphia Works may decide to expand the role of the One-Stop operator. Recommended Process The WED Committee has approved the formation of an ad hoc committee to work with

the staff to develop the parameters and expectations for a One-Stop operator which will be incorporated into the procurement process. – December 2016

Philadelphia Works will procure a consultant to draft the One-Stop operator Requests for Proposals (RFP) or Requests for Quotes (RFQ) – December 2016

RFP/RFQ will be completed - December 31, 2016 RFP/RFQ posted - January 2017

RFP/RFQ responses accepted - February 2017

Successful proposal selected - April 2017

Contract negotiated - May thru June 2017

One-Stop operator contract executed - July 1, 2017

Recommendation Adopt the recommended approach and process for selecting a One-Stop operator.

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Action Item: Approval of the Financial Statements for the Quarter Ended

September 30, 2016 Action The Philadelphia Works Board of Directors is asked to approve Philadelphia Works financial statements for the quarter ended September 30, 2016 as recommended by the Finance Committee. Background Philadelphia Works is required to prepare quarterly financial statements which are to be approved by the Finance Committee. Financial Statements include Balance Sheet, Statement of Activities, Cash Flow and administrative, and program expense projections. Recommendation The Finance Committee recommends the board approve the Philadelphia Works’ financial statements for the quarter ended September 30, 2016.

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Action Item: Approval of Revised Philadelphia Works Compliance Plan

Action The Philadelphia Works Board of Directors is asked to approve the revised Philadelphia Works Compliance Plan (“the Compliance Plan.”) Background The Compliance Plan was initially approved by the Board in December of 2013, the purpose of which was to develop a formal corporate compliance program to ensure ongoing monitoring and adherence to all legal and regulatory requirements. The Compliance Plan was recently revised, in part, in order to align with the new requirements set forth in the Workforce Innovation and Opportunity Act (WIOA) and to reflect the operational changes as a result of the integrated center model. The Compliance Plan provides a comprehensive overview of Philadelphia Works’ ongoing compliance program and also highlights its policies, tools and instruments used to implement WIOA and the Temporary Assistance for Needy Families (TANF) programs as well as its contractual obligations.

Recommendation Approve the revised Compliance Plan and authorize its implementation.

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Appendices

The following documents can be found in this section:

Reports from Affiliates

o Philadelphia Youth Network……..………………………………………..…….p. 69

Finance Report………………………………………………………………………………………p. 73

Workforce System Quarterly Summary Report…………………..…………..…….p. 87

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Reports from Affiliates

Philadelphia Youth Network

67

Youth Affiliate Report Philadelphia Youth Network

December 2016

WorkReady Philadelphia Program Year 2016 | Summer and Year Round

The Philadelphia Youth Network (PYN) is proud to announce that with the support of multiple

partners, WorkReady Philadelphia served 9,285 youth and young adults in program year 2016,

including summer and year-round opportunities (unduplicated). Across all WorkReady programs,

participants earned over $5.7 million in wages and incentives and worked over 738,000 hours.

Highlighting WorkReady Summer 2016

This year thousands of young people across

the city had work exposure and experience

opportunities through WorkReady programs,

including Career Exposure, Service Learning,

Work Experience, and Internships. Programs

were operated by 64 community-based

organizations in partnership with more than

800 work sites.

A closer look at WorkReady Summer 2016 participants:

55% of participants were female, 45% male.

The majority (71%) of participants were 15-17 years old.

85% of participants were youth of color, including 73% African American and 12% Hispanic.

85.1% of participants achieved a Work-Readiness Skill Gain.

89.9% of participants completed and passed a project-based learning component, making

them eligible to receive a high school credit through The School District of Philadelphia.

All WorkReady programs are designed to give young people the opportunity to practice and

develop 21st century skills essential for future success in school and the workplace1, and

WorkReady provides young people with connections to caring adults who assist youth with

overcoming potential challenges they face and working toward their long-term goals2.

To learn more or to read youth stories visit www.WorkReady.org

1 Lippman, L. H., Ryberg, R., Carney, R., & Moore, K. A. (2015). Workforce connections: key'soft skills' that foster youth workforce success: toward a consensus across fields. 2 Don’t Quit on Me: What young people who left school say about the power of relationships. (2015). Center for Promise; Fries, A. B. W., Ziegler, T. E., Kurian, J. R., Jacoris, S., & Pollak, S. D. (2005). Early experience in humans is associated with changes in neuropeptides critical for regulating social behavior. Proceedings of the National Academy of Sciences of the United States of America. http://doi.org/10.1073/pnas.0504767102

69

Finance Report

71

Financial Statements and Funding Forecast As of September 30, 2016

Table of Contents

Revenue Analysis September 30, 2016 ...........................74

Unaudited Statements of Financial Position ...................78

Unaudited Statements of Activities Sept 30, 2016 .........79

Unaudited Statement of Cash Flows Sept 30, 2016 ........80

Projected Costs–Admin for Three Months Ended Sept 30, 2016 ..................................................................81 Projected Costs–Program for Three Month Ended Sept 30, 2016..................................................................82

Statement of Activities by Funding Source for Three Month Ended Sept 30, 2016 (Unaudited) .............83

73

PHILADELPHIA WORKS REVENUE ANALYSIS SEPTEMBER 30, 2016

9/30/2016 9/30/2016ACTUAL VARIANCE

USDOLAmerican Apprenticeship (Allocated Portion of a Multi-Yr. Grant) 962,245 35,964 (926,281)

USDOLCareer Pathways for Youth 2,000,000 2,698 (1,997,302)

DOD OEAPA-DCED (Allocated Portion of a Multi-Yr. Grant) 973,730 103,428 (870,302)

PA-DHS

TANF (Cost Reimbursement) 20,365,649 4,753,654 (15,611,995) Cost Reimbursement funds are 23% expended through the period ending September 2016

TANF (Performance) 10,966,119 - (10,966,119) TANF Youth Supplemental (Summer Program) 4,741,440 4,380,497 (360,943) Grant Period Ended 9.30.16

TANF YOUTH CARRYOVER 656,354 159,931 (496,423) TANF Youth carryover funds are not fully expended through the period ending September 2016

TANF YOUTH 7,359,110 7,589 (7,351,521) TOTAL TANF 44,088,672 9,301,670 (34,787,001)

PADOL

WIOA YOUTH5,113,645 34,550 (5,079,095) WIOA Youth funds are 1% expended through the period ending September 2016

WIOA YOUTH CARRYOVER794,873 679,327 (115,546) WIOA Youth carryover funds are not fully expended through the period ending September 2016

WIOA ADULT CARRYOVER 746,954 746,954 - WIOA Adult carryover funds are fully expended through the period ending September 2016

WIOA ADULT 1ST INCREMENT 601,495 601,495 - WIOA ADULT 2ND INCREMENT 4,122,092 255,426 (3,866,666)

WIOA DLW CARRYOVER 611,245 611,245 - WIOA DLW carryover funds are fully expended through the period ending September 2016

WIOA DISLOCATED WORKER 1STINCREMENT 450,043 217,218 (232,825) WIOA DISLOCATED WORKER 2ND INCREMENT 2,397,925 - (2,397,925)

WIOA DLW-WIOA TRANSITIONAL (Ends- FYE 17') 161,965 37,760 (124,205) WIOA JD-NEG (Ends Sept. 2016) 125,225 125,225 - WIOA JD-NEG funds are fully expended as of September 2016WIOA National Sector-NEG (Ends- FYE 17') 328,173 25,670 (302,503) WIOA NEG-Sector Partnership funds have not been fully spent as of September 2016

WIOA RRAA PY'14 (FY16' Award- Ends FYE 17) 174,429 36,611 (137,818) WIOA Rapid Response PY15 25,000 - (25,000) Workforce Innovation Fund (CCP) 482,754 - (482,754) Workforce Innovation Fund (PW) 170,000 2,257 (167,743)

TOTAL WIOA 16,305,818 3,373,738 (12,932,080)

OTHER 831,083 28,604 (802,479)

TOTAL 65,161,549 12,846,103 (52,315,446)

Note: Budget reflects actual carry-over amounts based upon FYE 16' Expenditures & Spans Multiple Years

FY 2017 Available Funding

IP, Chicago Cook Workforce Partnership, State Community Based

74

MEMORANDUM

To: Finance Committee From: Accounting Unit Date: November 29, 2016 Re: Operations Narrative

Enclosed for your review are the Unaudited Financial Statement of Position, Statement of Activities, and Cash-Flows for the Three Month Ended September 30th, 2016 for Philadelphia Works, Incorporated.

The Statement of Financial Position indicates current assets are greater than current liabilities. Accordingly, we are meeting our short term obligations.

Overview of Philadelphia Works Spending Patterns through September 30th, 2016

Through 9.30.16, Philadelphia Works has encountered underspending in the Adult and Youth system funded by TANF and WIOA monies. Philadelphia Works must accelerate spending in both funding streams, whilst remaining fiscally compliant and conscious of the programmatic benchmarks.

-WIOA transitional funds has subsidized and created synthetic underspending in administrative salaries.

-Systemic sub-par programmatic performance has translated into underspending.

-Approximately 23 percent of the TANF-Adult cost-reimbursement budget has been spent. As a result of increased operational expenditures incurred, in the first quarter of fiscal year 2017, full utilization of the cost-reimbursement budget appears possible. However, the subrecipients’ expenditures, through this period, are underspent compared to the budget. As incurrence of operational expenditures slow, in the final stages of Integration, subrecipients’ expenditures must increase in order to fully utilize available funds.

-Philadelphia Works continues to receive TANF-Performance monies for past performance benchmarks validated by the State. The TANF-System is operating within the cost-reimbursement portion of Philadelphia Works’ contract. As a result, Philadelphia Works’ “Advances” continues to increase on the Statement of Position.

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-TANF-Youth Supplemental funds (Period of Availability- Grant Ended- 9.30.16) were utilized based upon the FIFO method. Hence, fiscal year 2017 TANF-Youth funds were underspent as of 9.30.16.

-As of 9.30.16, Philadelphia Works and its subrecipients incurred underspending in regard to several US-DOL funds. Philadelphia Works is in the process of or have conformed contracts to utilize the American Apprenticeship and Career Pathways for Youth funds.

Other Pertinent information

-Due to unforeseen challenges associated with the CareerLink Center, located at 3901 Market Street, approximately $442,000 of unrestricted funds were utilized. The aforementioned cost exceeded the tenant improvement allowance. Philadelphia Works is seeking approval, from the Commonwealth, to charge these cost against restricted funding streams. -Integration of the workforce system yielded lower overhead cost.

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Philadelphia Works Financial Statements and Funding Forecast for Three Months Ended September 30, 2016

77

PHILADELPHIA WORKS STATEMENTS OF FINANCIAL POSITION AS OF SEPTEMBER 30, 2016

78

PHILADELPHIA WORKS UNAUDITED STATEMENTS OF ACTIVITIES SEPTEMBER 30, 2016

Sept. 30, 2016 Sept. 30, 2015Training ManagementProgram andServices General Total Total

Support and Revenue

TANF (Cost Reim/Youth) 8,358,536$ 943,135$ 9,301,670$ $10,839,552TANF (Performance) - - - - WIOA (Adult / DLW /RR / Youth, NEG) 3,085,174 288,564 3,373,738 5,089,690 Temple HIP - - - 14,320 Other 140,312 30,382 170,694 21,743

Total support and revenue 11,584,022 1,262,081 12,846,103 15,965,305

Expenses

Salaries 408,596 645,510 1,054,106 1,019,441Fringe benefits 103,437 194,357 297,794 293,390

Total salaries and fringe benefits 512,033 839,867 1,351,900 1,312,831

Subrecipient services 10,328,280 - 10,328,280 13,991,620Co- location & Integration 416,629 441,963 858,592 13,002Professional and consulting services 116,100 72,603 188,703 255,913Facilities costs 84,344 127,535 211,879 213,727Depreciation 7,697 - 7,697 7,369Maintenance and System Support 29,766 44,451 74,217 49,936Equipment and Software Purchases 57,718 72,562 130,280 9,501 Outreach/Marketing 164 5,606 5,770 1,089 Meetings, Conferences & Travel 10,016 7,959 17,975 16,037Office supplies and printing 5,131 7,619 12,750 7,932Telephone 5,496 6,590 12,086 10,387Temporary Help - 26,019 26,019 3,089Employee Development 347 249 596 263 Office Expense 30,040 57,649 87,689 95,432Other 926 547 1,473 -

Total expenses 11,604,687 1,711,219 13,315,906 15,988,129

Changes in net assets (20,665) (449,138) (469,803) (22,824)

Net assets, beginning of period 73,022 1,108,999 1,182,021 1,204,845

Net assets, end of period 52,357 659,861 712,218 1,182,021

Note: Net Assets from the prior year was restated to account for losses per the FY14' FY15' Audited Financial Statements

79

PHILADELPHIA WORKS UNAUDITED STATEMENT OF CASH FLOWS AS OF SEPTEMBER 30, 2016

80

PHILADELPHIA WORKS PROJECTED COSTS – ADMIN FOR THREE MONTHS ENDED SEPTEMBER 30, 2016

81

PHILADELPHIA WORKS PROJECTED COSTS – PROGRAM FOR THREE MONTHS ENDED SEPTEMBER 30, 2016

82

PHILADELPHIA WORKS STATEMENTS OF ACTIVITIES BY FUNDING SOURCE FOR THREE MONTHS ENDED SEPTEMBER 30, 2016 (UNAUDITED)

TAN

F AD

ULT

WIO

A

TAN

F YOU

TH

Career Pathways for

Youth

United W

ay

NEG

Industry Partner

DO

D-D

CED

Am

erican A

pprenticeship

Chicago Cook W

orkforce Partnership

Equity

Others

Total

RevenuesGrants and Contributions $ 4,753,654 $ 3,222,844 $ 4,548,017 2,698 $ 5,000 $ 150,894 $ 3,391 $ 103,428 $ 35,964 $ 18,316 $ - $ 1,896 $ 12,846,103

Total Revenues 4,753,654 3,222,844 4,548,017 2,698 5,000 150,894 3,391 103,428 35,964 18,316 - 1,896 12,846,103

ExpensesSalaries 577,252 226,379 176,008 - - 18,311 1,159 21,974 19,827 13,196 - - 1,054,106 Fringe benefits 168,576 54,057 54,149 - - 3,123 283 6,679 7,025 3,903 - - 297,794 Subrecipient Services 3,411,685 2,667,006 4,066,283 2,186 - 129,400 - 51,720 - - - - 10,328,280 Co- location & Integration 299,543 117,086 - - - - - - - - - 441,963 858,592 Professional fees and Consulting 89,789 64,628 23,287 - - - - - - 32 - 10,968 188,703 Facility Cost 81,845 33,766 73,341 - - - - 16,043 6,832 53 - - 211,879 Depreciation expense - - - - - - - - - - 7,697 - 7,697 Maintenance and System Support 32,803 17,472 23,107 - - - - 817 - 19 - - 74,217 Equipment and Software Purchases 8,147 14,578 107,135 - - - - 345 - 75 - - 130,280 Outreach/Marketing 1,225 310 625 - - - - - - 0 - 3,609 5,770 Mtgs, conferences, travel 6,083 3,402 1,233 - - 61 1,559 3,094 1,492 2 - 1,049 17,975 Office Supplies and Printing 6,557 2,362 1,901 513 - - 390 - - 1,027 - - 12,750 Telephone 7,483 1,928 1,571 - - - - 315 787 1 - - 12,086 Temporary Help 14,082 3,883 8,054 - - - - - - - - - 26,019 Employee Development 409 68 118 - - - - - - 0 - - 596 Office Expense 46,700 15,922 11,204 - - - - 2,442 - 8 - 11,413 87,689 Others 1,473 - - - - - - - - - - - 1,473

Total Expenses 4,753,654 3,222,844 4,548,017 2,698 - 150,894 3,391 103,428 35,964 18,316 7,697 469,002 13,315,906

Net Income - - - - 5,000 - - - - - (7,697) (467,106) (469,803)

Note:

-Due to unforeseen challenges associated with the CareerLink Center, located at 3901 Market Street, approximately $442,000 of unrestricted funds were utilized. The aforementioned cost exceeded the tenant improvement allowance. Philadelphia Works is seeking approval, from the Commonwealth, to charge these cost against restricted funding streams.

83

Workforce System Quarterly Summary Report

85

Philadelphia Workforce Development Area: System Quarterly Summary Report December 15, 2016

87

Philadelphia Workforce Development Area: Quarterly Summary Report

Table of Contents Executive Summary .......................................................................................................... 90 PA CareerLink® Philadelphia ............................................................................................ 93

Integrated Services ................................................................................................ 93 WIOA Performance Measures ............................................................................. 107 WIOA System Fiscal Summary ............................................................................. 109 WIOA System‐Wide Performance Metrics ........................................................... 110 EARN System ........................................................................................................ 113 EARN System Fiscal Summary .............................................................................. 113 EARN System Performance Summary .................................................................. 118 Youth System ....................................................................................................... 120 Youth System Fiscal Summary ............................................................................. 122 Youth Performance Metrics ................................................................................. 123

Philadelphia Works Grants ............................................................................................. 130 American Apprenticeship .................................................................................... 131 Business & Financial Sector Partnership .............................................................. 132 Community Based Job Grant ............................................................................... 133 Department of Defense ....................................................................................... 134 Philadelphia Housing Authority ........................................................................... 135 Philadelphia Manufacturing Industry Partnership ............................................... 136 Retail Grant .......................................................................................................... 137

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What Philadelphia Works Does: For employers and businesses Philadelphia Works can expand your business by helping you find, train, and in some cases, subsidize wages of new employees. We may also be able to fund training programs for upgrading the skills of your current workers. Employer services line: 800-892-2288 or [email protected]. For job seekers If you are looking for a new job or opportunities to advance or change your career, you can connect with job search and training resources, including the four Philadelphia PA CareerLink® centers. Career seeker services are detailed further on the website at: http://www.philaworks.org/job-seekers/welcome.

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mailto:[email protected]

http://www.philaworks.org/job-seekers/welcome

Executive Summary: First Quarter Program Year 2016 (July 1, 2016 through September 30, 2016)

Philadelphia Works initiates a new System Performance Document to reflect the Integrated Systems Model This report is the first to reflect the full changes made in our delivery system and changes in both WIOA performance requirements and state policy around WIOA and the EARN Program.

Implementing WIOA brings opportunities for new activities and new requirements for tracking • New investments in training for incumbent workers, apprenticeships and transitional work have yet to be realized in this first

quarter of the year, though planning should bring these to fruition as the program year progresses • Progress towards negotiated WIOA Performance Goals for this program year will not be reported by the Pennsylvania

Department of Labor & Industry given challenges with calculating these. However, our work this year will affect performance in Program Year 2018, thus we continue to track performance based on trends and locally set goals

• Philadelphia Works must meet the requirement that an equivalent amount of 30 percent of WIOA Adult & Dislocated Worker funds be spent on training and 20 percent of Out-of-School Youth funding must be spent on work experience

EARN Program efforts focus on increasing the number reporting to the program and retention in program activities

• Enrollment rates for the first quarter of this program year remained below 50 percent, but showed some improvement. Strategic efforts to increase the number of referred EARN Program customers are expected to roll out in the next quarter

• Placement Rates are low, but those placed earn on average $10 per hour and the majority is placed at 30 hours per week or more.

• The new tiered structure of tracking placements allows a clearer understanding of the progress our EARN Program customers are making in achieving sustainable employment.

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Philadelphia Labor Force Supply and Demand

System Statistics – 1st Quarter Program Year 2016 (July 1, 2016 – September 30, 2016)

Total unique customers served in the PA CareerLink® centers (all programs): 16,012 Total Youth active during the quarter (all Philadelphia Works funded programs): 702 Total WIOA registered and EARN Program customers placed into employment: 1,290 Includes those not yet validated as “countable” by PA Department of Human Services

Total WIOA registered and EARN customers in training (JSST, EARN OJT & WIOA): 158

91

PA CareerLink® Philadelphia Program Year 2016—July 1, 2016 to September 30, 2016 First Quarter The No Wrong Door Integrated Services The new PA CareerLink® Philadelphia centers ensure one-stop services for career seekers and employers alike. They provide comprehensive career placement services that connect qualified talent to open jobs. Career seekers can expect one-on-one career counseling, resume development and expanded workshops to assist them with improving their workplace skills thus enhancing their competitiveness in the job market. Employers can utilize candidate screening and hiring services including on-site hiring events and access customized on-the-job training subsidies and other HR solutions. These services are designed to give small businesses the tools they need to make informed and cost-effective decisions to grow their business. The following providers have been competitively selected to provide services at our centers:

• PA CareerLink® Suburban Station – JEVS • PA CareerLink® West – SER Metro • PA CareerLink® Northwest – Impact Services • PA CareerLink® North – Nueva Esperanza

As mandated by WIOA, Wagner-Peyser staff is located in each center and is an integral part of the center’s Universal Services team. The Office of Vocational Rehabilitation (OVR) also has a staff person co-located at each center one half day per week. At PA CareerLink® Suburban Station, Community Learning Center (CLC), a Title II literacy provider is on-site providing upskilling classes to our WIOA registered participants and those in the 55+ program, funded by the Philadelphia Corporation of Aging. PA CareerLink West® is piloting the Department of Labor (DOL) youth funded ”Hub”, an initiative to integrate youth and adult services under one roof.

92

Metrics for PA CareerLink® Philadelphia Program Year 2016 First Quarter (July 1, 2016 – September 30, 2016) In the first quarter of Program Year 2016, the PA CareerLink® Philadelphia system was fully operational under the No Wrong Door model. All four centers offered integrated EARN and WIOA services throughout the quarter.

PA CAREERLINK® CENTERS IN PHILADELPHIA COUNTY PA CareerLink® Philadelphia North 4261 N. 5th Street Philadelphia, PA 19140 (215) 967-9711 PA CareerLink® Philadelphia Northwest 5847 Germantown Avenue Philadelphia, PA 19104 (215) 987-6503 PA CareerLink® Suburban Station 1617 JFK Boulevard, 2nd Floor Philadelphia, PA 19103 (215) 557-2592 PA CareerLink® Philadelphia West 3901 Market Street Philadelphia, PA 19104 (215) 473-3630

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Customer Flow in the PA CareerLink® Philadelphia Integrated Centers Each PA CareerLink® Philadelphia center provides comprehensive services to career seekers through the implementation of the No Wrong Door service delivery model. The centers are expected to follow the procedures outlined in the No Wrong Door Operations Procedural Manual to deliver services to career seekers through the Universal Services, Workforce Innovation and Opportunity Act (WIOA), and Temporary Assistance for Needy Families (TANF) programs and to operate in a manner that leads to achieving performance goals and success metrics. Universal Services are provided to each career seeker that enters a Philadelphia PA CareerLink® Philadelphia center. The career seeker is greeted, completes registration in the JobGateway® System and then has a one-on-one welcome meeting with a staff member. Basic career services are offered, including various activities available in the Career Resource Center computer lab and a variety of workshops. Additional services and opportunities are offered through WIOA and TANF programming. Under the guidelines of WIOA, career seekers can become eligible for individualized career services as an adult or dislocated worker. Adult career seekers are defined as individuals who are 18 years of age or older, compliant with selective services legislation, and eligible to work. To be defined as a dislocated worker, the career seeker must meet the requirements of adults and also have been terminated or laid off, eligible or exhausted unemployment compensation, or a displaced homemaker. Priority of service is given to populations with barriers to employment, as outlined in the Philadelphia Works Priority of Service Policy. WIOA registered participants may be eligible for a variety of opportunities, such as vocational or technical training through Individual Training Accounts, work-based trainings such as On-the-Job Training and individualized career services such as paid transitional jobs, work experience and internships. TANF provides five years of cash assistance to pregnant women and families with children. Eligibility for TANF benefits is determined by the County Assistance Office and is based upon the household composition, the amount of time that the household has been receiving benefits, and the income and resources of the household. Adult recipients of TANF benefits, if employable, are expected to pursue employment or participate in an employment and training program in order to find work and continue to receive benefits. These career seekers are referred to Employment and Retention Network (EARN) programs within the PA CareerLink® Philadelphia integrated centers. While involved in the EARN Program, career seekers are engaged in an orientation to the program and are required to participate in core job readiness activities with the goal of becoming employed. These include services such as job search, community service, OJTs, and vocational education training. Career seekers can also participate in non-core activities such as English as a Second Language and Adult Basic education.

94

PA CareerLink® Philadelphia Metrics Through a facilitated process, members of the PA CareerLink® Philadelphia Operator Consortium (“the Consortium”), members of the Philadelphia workforce investment board and their staff determined a new set of measures to be tracked starting with program year 2011. Some of these measures have now been updated to reflect the changes made under WIOA. The goal was to identify measures that are within the sphere of influence of the Consortium. PA CareerLink® Philadelphia metrics are divided into four foci:

• Employer Customers • Resource Utilization • Individual Customers • Operational Initiatives and Strategic Projects

During the first quarter of Program Year 2016 (July 1, 2016 through September 30, 2016), all four integrated PA CareerLink® Philadelphia centers were open to the public. PA CareerLink® Philadelphia West opened in its permanent location in August 2016. As the integrated centers settled into their spaces and operations, Philadelphia Works continued to ensure clarity and consistency in the quarterly reporting process by providing technical assistance to the PA CareerLink® Administrators.

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Services to Employer Customers One-Stop centers help employers find suitable workers. Employers may enter job postings into the state system of record or request screening services from the PA CareerLink® Philadelphia staff. The Consortium tracks a number of employer-customer metrics. The Employer Satisfaction metric proposes to show employers’ satisfaction with services and assess the system’s relevancy to the community. This metric is not currently reported. The Employer Market Share rate shows the market penetration of public workforce services available to employers. This metric is defined as a percent of all Philadelphia employers with more than one employee that received PA CareerLink® Philadelphia services or used the public workforce system, JobGateway, for posting job orders in a given quarter. Employer Engagement is defined as a percentage of employers that posted a job order in JobGateway in the current quarter and also posted a job order during the four previous quarters. Of the 643 employers who posted a job order between July 1, 2016 through September 30, 2016, 450 also posted job orders during the four prior quarters. Repeat Usage Rate is defined as a percentage of employers that receive services or posted job orders in the current quarter that also received services or posted job order during the four previous quarters. Of the 717 employers who posted a job order or received services from July 1, 2016 through September 30, 2016, 493 also posted job orders or received services from July 1, 2016 through June 30, 2016. The Job Order Fill Ratio is reported as the ratio of staff-assisted placements to staff-entered job orders. The methodology for calculating this metric was revised for the first quarter of program year 2016, and now utilizes ad hoc reports from CWDS instead of crystal reports from the state. For that reason, only data for the first quarter of program year 2016 is shown in the table and on the chart. The Employer to BSR Ratio and Employer Service to BSR Ratio are two newly proposed metrics in the first quarter of program year 2016. These metrics describe the relationship between the Business Services and employer services as recorded in CWDS. These metrics are not being reported for this quarter.

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EMPLOYER MARKET SHARE ENGAGEMENT IN THE SYSTEM REPEAT USAGE RATE

JOB ORDER FILL RATIO EMPLOYER TO BSR RATIO EMPLOYER SERVICE TO BSR RATIO

Source: Philadelphia Works analysis of CWDS and labor market information

3.6%

2.4%

2.9%

3.6%

2.0%

0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

3.0%

3.5%

4.0%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016

72% 73%68% 66%

70%

0%

10%

20%

30%

40%

50%

60%

70%

80%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016

67% 66%61%

50%

69%

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

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016

79

303

-

50

100

150

200

250

300

350

Q1 Q2 Q3 Q4

PY2016

Job Order Placements Job Orders

-

0

0

1

1

1

1

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016

Unique Employers BSRs

-

0

0

1

1

1

1

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016

Employer Services BSRs

Newly defined metrics; no data available.

97

An additonal set of metrics are specific to the performance of the cross-center services team in the PA CareerLink® Philadelphia centers, who provide specific services to connect employers with customers. The Job Hire Rate from On-Site Recruitments is defined as the percentage of job openings that are filled by career seekers who attend on-site recruitments. Between July 1, 2016 and September 30, 2016 on-site events recruited for 362 job openings. 96 attendees of recruitments were hired for these positions. On-the-Job Training Opportunities refers to the total number of positions that are available to WIOA and EARN customers during the first quarter of program year 2016. The On-the-Job Training Retention metric measures the ratio of On-the-Job Training opportunities that have completed and ended with the customer continuing employment with the employer. Of the On-the-Job Training opportunities that began between July 1, 2016 and September 30, 2016, none were scheduled to end in that same period. Therefore, there is no data currently available for this metric.

CROSS CENTER SERVICES METRICS SUMMARY PY2016

Q1Job Hire Rate from On-Site Recruitments 26.5%On-the-Job Training Opportunities 55On-the-Job Training Retention N/ASource: Philadelphia Works analysis of CWDS; cross-center services data request

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JOB HIRE RATE FROM ON-SITE RECRUITMENTS ON-THE-JOB TRAINING OPPORTUNITIES ON-THE-JOB TRAINING RETENTION

Source: Philadelphia Works analysis of CWDS; cross-center services data request

26.5%

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%

100.0%

Q1 Q2 Q3 Q4

PY2016

55

-

10

20

30

40

50

60

Q1 Q2 Q3 Q4

PY2016

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%

100.0%

Q1 Q2 Q3 Q4

PY2016

No data available for Q1 of PY16

99

Resource Utilization

Measures of resource utilization examine whether centers have sufficient and diverse resources to continue operation effectively. Due to the different costs of the full integration model, the first quarter of program year 2016 is not being compared to previous quarters. The Cost per Customer metric shows the amount of funds needed to serve customers in the integrated PA CareerLink® Philadelphia centers. The metric is calculated by dividing the cost of operations by the number of unique customers served by each center. The number of unique customers is determined via an ad hoc report in CWDS and includes those who receive universal, WIOA, and EARN services. Leveraged Resources demonstrate how the centers partner with community resources to enhance services to their customers. Leveraged resources are reported as cumulative membership income. The membership income is earned from renting out a space to PA CareerLink® Philadelphia Center Members. Memberships pay a monthly installment during the term of Membership Agreement, and income is earned at PA CareerLink® Philadelphia through a shared cost. Therefore, the income must be distributed to all Partners. The earning, allocation, and use of membership income must be reported on the RSABW (Resource Sharing Agreement Budget Worksheet). During the first quarter of program year 2016 there were two members in the PA CareerLink® Philadelphia centers: Philadelphia Corporation on Aging and Bene Philly. The Professional Development metric (formerly Professional Competencies) tracks the number of integrated and cross-center staff that has increased their skills by attending workshops, seminars, or conferences. This training does not necessarily link to certifications. In the first quarter of program year 2016, this metric was modified to no longer include technical assistance, such as training on systems. The Customer to Staff Ratio tracks how many staff is available to deliver services to WIOA and EARN customers in the integrated centers. In the first quarter of program year 2016, this metric was revised. WIOA customers are tracked through the delivery of individualized career services over the quarter, while the ratio for EARN customers uses all who had active cases during the quarter. The number of full-time staff is calculated for each program, with those who are split between the two programs distributed proportionally according to the RSA. Cross center staff that provides direct services, such as workshop facilitators, is also included in these calculations.

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COST PER CUSTOMER LEVERAGED RESOURCES PROFESSIONAL COMPETENCIES

NUMBER OF WIOA CUSTOMERS PER ONE STAFF NUMBER OF EARN CUSTOMERS PER ONE STAFF


137

- 20 40 60 80

100 120 140 160

Q1 Q2 Q3 Q4

PY2016

$7,046

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000

Q1 Q2 Q3 Q4

PY2016

$183.11

$0.00$20.00$40.00$60.00$80.00

$100.00$120.00$140.00$160.00$180.00$200.00

Q1 Q2 Q3 Q4

PY2016

17

- 2 4 6 8

10 12 14 16 18

Q1 Q2 Q3 Q4

PY2016

22

-

5

10

15

20

25

Q1 Q2 Q3 Q4

PY2016

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Outcomes for Individual Customers: Universal Services Metrics that measure outcomes for individual customers track universal service delivery to career seekers. Customers receive a set of basic career services including, but not limited to, job search assistance, job referral or placement assistance. Those who are registered to receive WIOA services must face specific barriers to employment that often require a broader set of services to help with successful job placement. The Participant Satisfaction metric proposes to track overall job seeker satisfaction with universal services including customer service, one-on-one job search assistance, workshops, and other offerings. Career seeker surveys are available at the centers in an outdated format with varying response rates. Philadelphia Works is pursuing a contract with a third-party provider to supervise the surveys. Due to varying response rates and survey methods among the centers, data on participant satisfaction are monitored but not reported. The Participant Market Share shows the market penetration of public workforce services available to career seekers. The participant market share is defined as a ratio of all customers who have received at least one service during the first quarter of program year 2016, minus EARN customers, to the number of unemployed individuals in Philadelphia during the quarter. EARN customers are removed because they are not counted as unemployed. The Literacy and Education Referral metric shows the number of career seekers referred to literacy programs and other educational services through data-entered service codes on participant records. The Median Earnings (Labor Exchange) metric reports on wages earned by customers who receive universal services and enter employment during the second quarter after exiting from the program. The Employed in the Second Quarter after Exit (Labor Exchange) metric tracks whether customers receiving universal services are employed in the second quarter after exit from services. The Employed in the Fourth Quarter after Exit (Universal Services) metric tracks whether customers receiving universal services are employed in the fourth quarter after exit from services. These metrics lag in time and are not currently being reported by the state.

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PARTICIPANT MARKET SHARE LITERACY/EDUCATION REFERRALS

MEDIAN EARNINGS (UNIV. SERVICES) EMPLOYED IN 2ND QTR AFTER EXIT (UNIV. SERVICES) EMPLOYED IN 4TH QTR AFTER EXIT (UNIV. SERVICES)


22.9%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

Q1 Q2 Q3 Q4

PY2016

66

-

10

20

30

40

50

60

70

Q1 Q2 Q3 Q4

PY2016

$0$0$0$0$0$1$1$1$1$1$1

Q1 Q2 Q3 Q4

PY2016

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

Q1 Q2 Q3 Q4

PY2016

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

Q1 Q2 Q3 Q4

PY2016

No data available.

103

PA CareerLink® Philadelphia Operational Initiatives and Strategic Projects The integrated PA CareerLink® Philadelphia centers are supported by Philadelphia Works in a number of initiatives and strategic projects that are designed to improve outcomes for individual customers and increase performance across the system. Monitoring Philadelphia Works assigns a program representative who provides support, guidance and technical assistance to each integrated center. Program representatives meet with Site Administrators and other leadership staff on a weekly basis to review processes and discuss performance. On a monthly basis, the program representatives conduct monitoring visits to review a percentage of career seeker files for compliance. Following the visit, they generate a report of findings and conduct an exit interview. Center staff is given a timeframe to make needed corrections and provide additional documentation to the program representative. If a program representative finds recurring issues from month to month, the center may be asked to submit a Plan of Correction to address a particular concern. EARN Customer Outreach During the first quarter of program year 2016, Philadelphia Works developed a collaboration between the Customer Engagement Team of Cross-Center Services and the County Assistance Offices (CAOs) to increase engagement among EARN customers under the No Wrong Door Model. The CAO conducts outreaches by phone to all TANF customers who have failed to show to the first EARN appointment. Their goal is to problem solve with the customer and schedule a new EARN orientation date. This outreach may also result in a determination that the customer should not be referred to the EARN program. The Customer Engagement Team provides community outreach to TANF recipients at various stages of engagement with the EARN program. This includes daily face-to-face communication through visits to customers’ homes and workplaces. The Customer Engagement Team will engage, inform, and support progress plans with the goal of EARN enrollment and/or documentation of EARN required participation hours. Outreach will focus on three groups of customers: those who were referred to the EARN program and did not report to the first appointment; those who enrolled in the EARN program but then stopped showing up; and, EARN customers who are employed but have not provided verification of their employment and monthly hours worked. Metrics are being developed to track this activity in future reports.

104

EARN Customer Incentives During the first quarter of program year 2016, Philadelphia Works developed a plan to increase engagement and participation of customers in the EARN program through incentives. These incentives are made available to customers as they meet specific goals and benchmarks. They are intended to encourage participation in workshops and other activities, including providing necessary documentation to verify placements and retention. As a result of these incentives, Philadelphia Works expects to see an increase in the Activity Compliance Rate (ACR), countable placements, and retention; this will, in turn, assist Philadelphia Works in the achievement of system performance goals. Metrics are being developed to track the impact of incentives on performance in future reports. Job Driven National Emergency Grant The Job Driven National Emergency Grant served dislocated workers to achieve better employment related outcomes. The grant period ended in the first quarter of program year 2016. The following tables describe activity and outcomes of the grant.

105

Platform to Employment (P2E) Platform to Employment, or P2E, combines a five-week job readiness training course with personal and family support services and financial counseling, all at no cost to the participant. This program operated at PA CareerLink® Philadelphia Northwest in the first quarter of program year 2016. Philadelphia Works is in the process of deciding whether to continue the program in subsequent quarters.

106

WIOA Performance Measures: Federally Mandated The Workforce Innovation and Opportunity Act (WIOA) were signed into law on July 22, 2014. WIOA opens the door to the greater use of sector partnerships and career pathway models, and includes higher levels of accountability and outcome data reporting. Specific importance is placed upon the attainment of industry-recognized credentials and measurable skills gains. We are awaiting further guidance from the commonwealth on these measures and how they will be tracked in the system of record, the Commonwealth Workforce Development System (CWDS). Due both to the reliance on Unemployment Compensation (UC) records to verify wage data as well as the time frame for achieving certain measures, the first performance report from the commonwealth will most likely not be made available until the fall of 2018 for this program year. We are hopeful that the commonwealth will release interim data before then so that we can monitor our performance and take action where needed. In lieu of these interim data, Philadelphia Works will be querying the system of record for applicable performance data where it is available and have our logic verified by the commonwealth so that we have the best sense possible of where we stand as far as performance. The performance accountability measures under WIOA for the Adult and Dislocated Worker population are:

107

A WIOA Adult is an individual 18 years of age or older who requires special assistance including but not limited to labor market information, job search assistance, individual counseling and career planning, and specialized assessment in order to attain employment. A WIOA Dislocated Worker is, in general, an individual who has been laid off from employment, or is unemployed or is unable to find employment due to circumstances beyond their control. This includes a spouse of a member of the Armed Services who has experienced a loss of employment as a result of relocation related to their spouse's active duty requirements. In addition to federally-mandated performance measures, there are also specific goals in Pennsylvania's WIOA Combined State Plan. The Plan places a significant emphasis on serving individuals with barriers to employment. A formal policy surrounding this metric is forthcoming. The mechanism for data capture of these characteristics is in progress.

Data Source: CWDS

Data on the other identified barriers, including but not limited to individuals with disabilities, long-term unemployed, and individuals facing cultural barriers will be communicated in future reports. The commonwealth has also established a priority of service policy for the WIOA Adult population. Of the 405 Adult WIOA registrations in the first quarter:

108

WIOA System Fiscal Summary The information below reflects use of WIOA Formula funds and special grants. The Job Seeker Services funds reflect only WIOA and not Wagner-Peyser funds in the local PA CareerLink® system.

*Carryover

WIOA FundingFY2017

Proposed Budget

Funds Expended Year-to-

Date

Percent of Budget

Expended

Number Served

Year-to-Date

WIOA Training On-the-Job Training $500,000 297,690$ 60% 45Customized Job Training $93,600 -$ 0% 0Individual Training Accounts $200,000 57,895$ 29% 0Incumbent Worker Training $100,000 -$ 0% 0Apprenticeships $200,000 11,440$ 6% 10Transistional Work $350,000 -$ 0% 0

WIOA Training Total $1,443,600 $367,025 25% 55

WIOA OperationsIntegrated Center Services $3,285,718 1,069,008$ 33% 16,012Cross-center services provider $800,563 230,206$ 29%Philadelphia Works Operations $1,284,518 345,414$ 27%Administrative and Support services $757,156 187,431$ 25%

WIOA Operations Total $6,127,955 $1,832,059 30%

WIOA Special InitiativesWIOA Special Initiatives and Pilots* $1,196,860 -$ 0%Rapid Response $199,429 47,659$ 24%

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WIOA System-Wide Performance Metrics As the Local Workforce Development Board, Philadelphia Works establishes system-wide performance metrics. These goals are translated into contractual goals for the subcontractors based on their center traffic. Some of these metrics are developing as we await further guidance from the commonwealth. The charts on the following page show the status of each metric for the first quarter of this fiscal year. Registrations refer to those individuals who require a more extensive set of services beyond the basic services provided to all individuals in the centers. The system goal is to register over 2,200 in intensive career services. Enrollment into training (ITA and OJT), as described elsewhere in this report, will also be supplemented in this program year by enrollments into work experience and internships. In addition, transitional work, while not officially designated as training under WIOA regulations, will be offered to customers in order to provide them with experience in the workplace. Credential attainment is a new emphasis under WIOA. An industry-recognized occupational license or certificate is of high value to employers. Further guidance from the state on the exact definition of this measure is expected. In the interim, we are carefully monitoring credential attainment both during and after participation. For those participants who enroll in training, we also measure how many obtain employment related to the training. This helps us to evaluate the effectiveness of our training providers. Placements are those individuals where we can document that they obtained employment at a minimum of 30 hours per week at or above minimum wage. Our goal for the median wage system-wide is $13.00 per hour. The number of new employers and number of new job orders per quarter in the following charts are compared to the average number of each per quarter in the previous program year. The WIO performance metrics reflect the aim of the legislation, as well as the goals of the state and local area. As more definition is received surrounding some of the metrics, the charts on the following page may be added to or changed.

110

REGISTRATIONS TRAINING ENROLLMENTS (ITA) TRAINING ENROLLMENTS (OJT)

% OF TRAINING RESULTING IN CREDENTIAL* % OF PLACEMENTS IN RELATED OCCUPATIONS* # OF PLACEMENTS

MEDIAN WAGES # OF NEW EMPLOYERS* # OF NEW JOB ORDERS*

111

Financial Summary and Performance of the EARN Program as of September 30, 2016 The Employment and Retention Network (EARN) system provides employment and training services to individuals striving to reach economic self-sufficiency. Each participant enrolled in the EARN system receives personalized career guidance to provide the support needed to achieve career goals. Staff support is offered from beginning to end, before and after employment. Only individuals receiving cash assistance and specifically identified by the County Assistance Office are eligible to enroll. The EARN programming includes Job Specific Skills Training (JSST) which offers focused skill training services. JSST is a viable option supporting the EARN system’s goal of self-sufficiency, financial independence and customer choice. The EARN System’s vocational training program offers comprehensive, industry specific skills development in several key occupational sectors to include: retail, customer service, allied healthcare, security services, culinary arts, residential/counseling services, childcare, and commercial driver’s license (transportation).

Highlights of the EARN Program • The EARN program had 2,492 new enrollments and provided services to 2,232 Carry-over clients from program year 2015. Total number

of clients served is 4,724. • There were 1,075 total job placements of all types for July 2016 through September 2016. 52 percent of those placements were for 30

hours or more per week. • The average wage is $10.10 per hour, 14 percent were offered medical benefits, and 47 percent had earnings of $10.00 or more per

hour. • 168 confirmed placements are reported for July 2016. • As of September 30, 2016, placements and retention outcomes were below the expected levels.

EARN Program Fiscal Summary • The EARN program had 2,492 new enrollments and provided services to 2,232 Carry-over clients from program year 2015. Total number

of clients served is 4,724. • There were 1,075 total job placements of all types for July 2016 through September 2016. 52 percent of those placements were for 30

hours or more per week. • The average wage is $10.10 per hour, 14 percent were offered medical benefits, and 47 percent had earnings of $10.00 or more per

hour.

113

TANF ADULT SYSTEM BUDGET VS. UNAUDITED ACTUALS & ACRRUED EXPENDITURES IN JULY 1, 2016 THROUGH September 30, 2016 (FY2017)

Source: Philadelphia Works analysis of EARN fiscal data

Budget Categories Budget YTD Accrued Expenditures

YTD Budget to Expenditures Variance

% Expended

Cost reimbursementIntegrated/Cross Centers (EARN-TANF) $12,648,977 $3,072,487 $9,576,490 24%JSST $2,000,000 $339,198 $1,660,802 17%Cost reimbursement total $14,648,977 $3,411,685 $11,237,292 23%Performance reimbursement (spans multiple years)Integrated/Cross Centers (EARN-TANF) $10,966,119 $0 $10,966,119 n/aPerformance reimbursement total $10,966,119 $0 $10,966,119 n/a

114

EARN PROGRAM BUDGET % OF EARN FUNDS EXPENDED YEAR-TO-DATE

115

Active Caseload, Enrollment Rate, and Referral Rejection Rates

• The EARN program received 5,489 referrals from the Philadelphia County Assistance Offices (PCAO) during July through September. • 2,492 clients were enrolled during July 1, 2016 through September 30, 2016. The total caseload including carryovers from program year

2015 was 4,724 customers. The average monthly caseload was 3,074. The number of enrolled clients and total caseloads were lower compared to the previous year’s levels.

• The year-to-date enrollment rate was 47 percent. The enrollment rate was higher compared to the previous program year. Of the 53 percent of customers not enrolled, 81 percent of clients were referral rejected because they did not report to the centers; 9 percent of clients were not enrolled due to not cooperating with EARN policies; and the remaining customers were rejected for other reasons.

MONTHLY CASELOAD

Note: The EARN Program enrolls an average of 830 customers per month and has an average monthly caseload of 3,074. Total customers served in the first quarter were 4,724.

116

MONTHLY REFERRALS ENROLLMENT RATE (%)

NEWLY ENROLLED REASONS FOR REFERRAL REJECTIONS

Source: Philadelphia Works analysis of EARN program data and Department of Human Services CWDS Reports. Note: The EARN program receives approximately 1,800 referrals per month and the enrollment rate is currently at 47 percent. Approximately 81 percent of combined referral rejections occurred because customers did not report to the EARN centers and approximately 9 percent of combined referral rejections occurred because customers reported but did not comply and did not return to the EARN center.

117

EARN Program Performance Summary Department of Human Services program metrics are tracked according to goals set for the program year with counts of successful outcomes defined as outcomes clients may achieve each month following enrollment.

• Monthly Countable Placements o Placement Tier 1-The placement definition requires clients to obtain unsubsidized employment working a minimum of 80 hours

in a four consecutive work period. The four week period must begin within the 180 days of the enrollment date. Unconfirmed placements are reported to show the efforts of the system to place clients until the confirmed placements numbers are available. During the July 2016, there were 168 jobs that met the DHS countable placement tier 1 definition

o Placement Tier 2-The placement tier 2 definitions requires clients to meet the placement tier 1 definition and earn $10.00 per hour or more at any point during the enrollment period. Of the 168 placements that met the tier 1 definition, there were 84 or 50 percent that met the tier 2 placement definition.

o Placement Tier 3-The placement tier 3 definition requires clients to meet the placement tier 1 definition and must have earnings that result in the closure of TANF budgets. Of the 168 placements that met the tier 1 definition, there were 7 or 4 percent that met the tier 3 placement definition.

• Monthly Retention - After a client meets their tier 1 placement goal, they must be maintain employment in any given calendar month at a minimum of 80 hours each month, for up to 6 consecutive months following the placement month to be considered retained. In July, the system achieved 378 retention outcomes that met the performance definition.

• Credentialing- Client must be placed in skills training within 90 days of enrollment and receive a diploma or certification directly related to high priority occupation in local area.

118

UNCONFIRMED MONTHLY PLACEMENTS EMPLOYMENT HOURS AVERAGE WAGE

MEDICAL BENEFITS DHS MONTHLY PLACEMENTS –TIER 1 DHS MONTHLY RETENTION OUTCOMES

Source: Department of Human Services CWDS reports Note: There were 1,075 combined placements; there were 155 or 14 percent that were offered medical benefits. The average wage is currently at $10.12 per hour.

119

Youth System Report Philadelphia Works’ youth workforce development strategy includes comprehensive, year-round and summer programming that provides opportunities for youth and young adults to achieve 21st Century Skills and gain an understanding of career and work. The youth system in Philadelphia serves youth and young adults between the ages of 14 through 24 years old primarily through the use of WIOA, TANF-YD, and other grant funds. Our delivery system provides high quality services for youth and young adults focused on career exploration and guidance, continued support for educational attainment, opportunities for skills training in in-demand industries and occupations, and culminating with employment or enrollment in post-secondary education. Philadelphia Works accomplishes this strategic focus on youth through various strategies. We partner with a completly procured Youth Works Administrator, The Philadelphia Youth Network (PYN). The YouthWorks Administrator demonstrates a strong understanding of the local workforce system, employer base and challenges to youth ages 14-24. Responsibilities of the YouthWorks Administrator include but are not limited to:

• Ensuring that executed contracts for youth service delivery leverages and manages resources to maximize the number of youth who are successfully engaged in program activities and reaching positive outcomes.

• Aligning youth workforce development programs with other citywide initiatives and efforts.

This report presents data on quarter one, July 1, 2016 – September 30, 2016, for youth programs that are operating during program year 2016. Philadelphia Works, Philadelphia Youth Network (the YouthWorks Administrator), and Board committees are in the process of finalizing all metrics for the youth system services funded by Workforce Innovation and Opportunity Act (WIOA) and the Temporary Assistance to Needy Families (TANF) Youth Development Fund. While some of the measures are contractual (outlined in the Youth Works Administrator’s and subrecipients’ contracts), others are monitored to track trends. Goals in trend metrics are for monitoring purposes only and are not a performance component of the contracts. Students at-risk of dropping out in grades 11 or 12 participate in year-round programs for additional support transitioning to and persisting in post-secondary education or sustainable employment. Upon program completion, successful participants will graduate high school, connect with an appropriate post-secondary option and complete one year of college coursework or advance to employment.

120

Youth Program Models Through a partnership between the Philadelphia youth Network and Philadelphia Works, the youth system provides career services and work-based opportunities to youth and young adults via the following models: At-Risk Youth Enrolled in High School: Opportunity Youth without a Secondary Credential: Youth are reengaged and supported to obtain a GED and continue to build their competencies and skills beyond the secondary level. By removing this credential barrier, youth participate in year-round programs including a continuum of services moving participants through college exploration and preparation to access and persist in post-secondary education. Opportunity Youth with a Secondary Credential: Youth who have obtained a secondary credential, but are disconnected from both school and work are able to participate in year-round programs offering industry-recognized credentials preparing them for positions in industries with high-growth potential in Philadelphia. E3 Power Centers: The E3 Center model (Education, Employment and Empowerment) is a neighborhood-based, holistic year-round approach to preparing out-of-school youth and juvenile offenders returning from residential programs to achieve long-term educational, career and personal goals, including self-sufficiency. Academic services provided include: low-literacy supports; GED-prep classes; and post-secondary access and planning. In addition, employment services provide intensive work-readiness programming preparing participants for unsubsidized employment. Successful outcomes include GED attainment or High School Diploma. WorkReady Summer: WorkReady Summer programs offer educationally-enriched work experience opportunities to in-school and out- of-school Philadelphia youth ages 14-21 who have not matriculated into post-secondary education. Participants complete a six-week (120 hour), paid work experience that fosters the acquisition of the 21st Century skills through work-based learning. Opportunities are offered through one of three program models: service-learning, work experience, and internships.

121

Financial Controls This set of metrics tracks funds to ensure that programs are sufficiently supported and active. Totals in the summary tables show invoices submitted to Philadelphia Works and not necessarily paid expenses for quarter one of fiscal year 2017, program year 2016.

FOR THE PERIOD FROM JULY 1, 2016 THROUGH SEPTEMBER 30, 2016 YOUTH SYSTEM WIOA YEAR-ROUND FUNDING

WIOA Funding Budgeted Expended % Expended At-risk Youth In School $874,481 $188,516 22% Opportunity Youth Without Secondary Credential $1,937,440 $397,641 21% Opportunity Youth With Secondary Credential $1,560,482 $317,398 20% Total WIOA $4,372,403 $903,555 21%

Source: Philadelphia Works analysis of fiscal data. FOR THE PERIOD FROM JULY 1, 2016 THROUGH SEPTEMBER 30, 2016 YOUTH SYSTEM TANF YEAR-ROUND FUNDING

TANF Funding Budgeted Expended % Expended TANF E3 Centers $2,280,000 $495,838 22% TANF Center for Literacy $330,374 $27,079 8% Total TANF $2,610,374 $522,917 20%

Source: Philadelphia Works analysis of fiscal data. FOR THE PERIOD FROM APRIL 1, 2016 THROUGH SEPTEMBER 30, 2016 YOUTH SYSTEM TANF WORKREADY SUMMER FUNDING

WorkReady Summer Funding Budgeted Expended % Expended TANF Supplemental $4,267,296 $3,906,352 92% Total TANF Summer (Wages) $2,520,797 $2,477,576 98%

Source: Philadelphia Works analysis of fiscal data.

122

Program Year 2016 Performance Metrics In this section we track youth active and exiting programs in the current program year. Most WIOA-enrolled youth and E3 Center youth remained active during the first quarter.

STATUS OF YOUTH ENROLLED IN PROGRAM YEAR 2016 (TANF and WIOA FUNDED)

Key & Definitions

Unsuccessful Youth exits program without goal attainment and is included in program performance

Exclusion Youth exits program due to special circumstances* and will not be included in program performance

Successful Youth exits program with goal attainment and is included in program performance

Remaining Active Youth actively participating in program and is not included in program performance until exit

*Circumstances are identified by state and federal guidance

123

E3 Center Count Percent

Unsuccessful 49 11.9% Exclusion 0 0.0% Successful 50 12.2% Remaining Active 312 75.9% Total 411 100.0%

At Risk Youth in School Count Percent Unsuccessful 0 0.0%

Exclusion 0 0.0% Successful 0 0.0% Remaining Active 49 100.0% Total 49 100.0%

Opportunity Youth without Secondary Credentials Count Percent Unsuccessful 7 2.4% Exclusion 0 0.0% Successful 1 0.3% Remaining Active 280 97.2% Total 288 100.0%

Opportunity Youth with Secondary Credentials Count Percent Unsuccessful 2 2.5% Exclusion 0 0.0% Successful 7 8.8% Remaining Active 71 88.8% Total 80 100.0% Source: YouthWorks Administrator and Philadelphia Works analysis of program data.

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ENROLLMENT SUMMARY FOR WIOA PROGRAMS Five hundred and fifty-two (552) slots were allocated to serve youth and young adults in three WIOA-funded programs: at risk youth enrolled in school, opportunity youth without a secondary credential, and opportunity youth with a secondary credential. The following measures track success of the programs: enrollment rate, skill gains, credential attainment, placement, median earnings, and employer engagement. See below for details regarding enrollment rates, all other measures for WIOA programs will be reported at the end of the program year.

Enrollment Rate (WIOA Youth Programs)

Active in quarter Enrollment Rate PY2016: Quarter 1

At risk youth in school 49 53.5% Opportunity youth without secondary credentials 280 120.6% Opportunity youth with secondary credentials 71 36.6% Across all WIOA programs 400 72.5%

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. TANF E3 CENTERS CLIENT ACTIVE CASELOAD During the first quarter of program year 2016, three hundred and two (302) participants were active in E3 Center programs. E3 Centers are responsible for maintaining an active caseload of at least two hundred and sixty (260) youth and young adults each quarter.

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

249 232

302 286 302

-

100

200

300

400

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2015 PY2016Active Caseload Caseload Goal

125

Report on WorkReady Summer 2016 WorkReady Summer models offer educationally-enriched work opportunities to in-school and out-of-school youth ages 14-21 years old. Participants complete a six-week (120 hour), paid work experience in one of four program models: career exposure (provides opportunities for rising 8th grade youth to explore skills and experiences that careers require), service-learning (a teaching and learning strategy in which youth address real-world issues that are relevant to their community), work experience (a model designed to expand work competencies for youth with limited work experience), and internships (a model offering advanced work experiences for youth with prior leadership and work history).

SUMMARY OF WORKREADY SUMMER 2016 FUNDING SOURCES

Reports on WorkReady Summer programs are provided only once a year in December. While trends on program enrollment are shown below, slot levels depend on the availability of funds. Retention and completion of TANF-funded youth slots is a performance metric for WorkReady Summer programs.

• Over 5.5 million dollars were invested in the WorkReady Summer 2016 programs. • 6,710 youth were enrolled in the WorkReady Summer 2016 programs. • Average completion rate across all programs was 83.6 percent.

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Source: the Youth Services Operator report on WorkReady Summer 2015.

ENROLLMENT AND RETENTION (COMPLETION) RATE OF WORKREADY SUMMER YOUTH (%)

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

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Youth System Highlights

WorkReady Summer 2016

Philadelphia’s WorkReady Summer 2016 program collectively served over 6700 youth this summer in meaningful career exploration and work experiences. Youth participated in career exposure, service learning, work experience or internship, determined by youth’s prior work exposure and experience. The Commonwealth of Pennsylvania issued Act 15 of 2015, impacting the youth enrollment and employer participation process. This act requires volunteers responsible for the child’s welfare or who have “direct volunteer contact” with children to be required to secure background checks. This act impacted the WorkReady Summer program by now requiring all youth in workplace settings such as daycares, community centers and summer camps to obtain background checks. In addition, it required all workplace staff with direct youth contact to secure their clearances. This additional paperwork presented a barrier for the completion of paperwork processing for both the youth and worksites. This was addressed by offering staggered start dates over the summer, rather than fixed start and end dates for the six-week, 120 hour program. In order to address this for the summer 2017, the process will begin earlier in the spring to allow more time for clearance process. Employers participating again in 2017 will not have to go through this process again this summer if they completed them in 2016.

Summer Jobs and Beyond: Career Pathways for Youth-Youth Opportunity Hub

The Summer Jobs and Beyond: Career Pathways for Youth-Youth Opportunity Hub opened in conjunction with the PA CareerLink® West in October of 2016. The Youth Opportunity Hub will serve 125 youth and young adults within the first year of operation. The average service duration for youth at the Hub will last approximately 12 months or longer, depending on their work experience, literacy levels and ability to secure post-secondary placement or unsubsidized employment. This Department of Labor grant ends June 19, 2018 with the expectation that 250 youth, in and out of school will be served with the creation of a replicable and seamless integrated service model with the adult system providers.

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YouthWorks Administrator Program Management and Oversight Metrics Program management and oversight metrics track the YouthWorks Administrator technical support activities. These metrics include narrative reports on technical assistance delivered to subcontractors. During this quarter, a two-hour WIOA Final Rule training for all providers was held in September, as well as multiple two-hour ISS/case manager trainings at eight different provider offices from July through August. PYN also offered a three day, eight hour retreat for all E3 Center provider staff and partners. This fiscal year the YouthWorks Administrator changed the monthly E3 Director’s meeting to quarterly and held the first meeting of this program year in August 2016. Lastly, E3 Centers had their first Instructor's meeting of the year which was six hours. Lastly, in preparation for the release of the WorkReady and E3 RFP’s, PYN offered a two-hour bidder’s conference for each model.

TECHNICAL ASSISTANCE DELIVERED TO YOUTH PROGRAMS IN PROGRAM YEAR 2016

Youth Program Model (WIOA & TANF)

Hours of Training Delivered # of Staff Trained

PY 16 Q1 At risk youth in school 8 12 Opportunity youth w/o secondary credential 6 8 Opportunity youth with secondary credential 8 8 E3 Centers 337 145 WorkReady Summer 2 75 Total 339 220

Source: YouthWorks Administrator analysis of training and technical support data. Number of staff trained might include staff attending more than one training. Technical assistance report is a part of contractual performance measures.

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Philadelphia Works Grants Philadelphia Works pursues funding that aligns with our core mission outside our federal formula and state formula allocations for WIOA and TANF Employment & Training funds. These grants can supplement WIOA and EARN Program activities to benefit broader groups of customers and, in addition, support new initiatives. Currently, Philadelphia Works has funds from direct federal grants, state grants, and private company and foundation grants. These grants serve employers by providing training for their incumbent workers and provide career pathways to employment for youth, young adults, and dislocated workers, adult unemployed or underemployed workers.

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American Apprenticeship Initiative

The Southeast Pennsylvania Region American Apprenticeship Initiative (SEPA Region AAI) will develop and expand pre-apprenticeship and Registered Apprenticeship programs in the information technology (IT) and Behavioral Health industries and identify and place Opportunity Youth (ages 16-24 out of school, out of work) in these programs and support their successful completion. The foundation of SEPA Region AAI’s approach is: multiple employer engagement to develop and/or expand registered apprenticeship programs in the high-growth industries of IT and Behavioral Health; the development and adoption of competency-based pre-apprenticeship curricula that aligns with available apprenticeship positions; and the establishment of a new governing body, the SEPA Region American Apprenticeship Collaborative, with staff to oversee all apprenticeship system work.

The grant is managed by Philadelphia Works and includes workforce development boards and partners from Philadelphia, Montgomery, Bucks, Chester, and Delaware Counties. Start Date October 1, 2015 End Date September 30, 2020 Total Amount Awarded $2.9 million Outcomes to Date SEPA Region AAI has identified and engaged several employers about apprenticeships; assisted employers in program development and preparation for registration; started a cohort of nine Computer Support Specialist (CSS) apprentices under the Urban Technology Project (UTP); progressed in developing a Behavioral Health Registered Apprenticeship Related Technical Instruction (RTI) Curriculum Content Outline & On-the-Job Learning (OJL) Competencies Framework; competitively procured two entities to develop IT and Behavioral Health pre-apprenticeship program curricula and provide implementation assistance; leveraged WIOA OJT funds in a Registered Apprenticeship program; and coordinated apprenticeship work in the five county region through quarterly meetings of the SEPA Region American Apprenticeship Collaborative.

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Business & Financial Partnership Sector Strategies Dislocated Worker Project Philadelphia Works and their county partners, Bucks County and Montgomery County, seek to place 30 dislocated workers over 18 months in accounting, bookkeeping and related occupations and IT occupations in the Business Services & Financial Services and Insurance clusters and at the same time build a sector partnership that results in:

• Validated career pathways that serve all job seekers • Tiers to other initiatives such as the American Apprenticeship Grant and TechHire • Sustained interest in OJTs and incumbent worker training, online and classroom training as mechanism for identifying, gaining and

upskilling needed talent. • Supportive services through economic development partners to attract and grow employers in these clusters.

Start Date July 1, 2015 End Date June 30, 2017 Total Amount Awarded $328,219.00 Outcomes to Date: Philadelphia Works and their county partners have collaborated on the Business & Financial Partnership Sector Strategies Dislocated Worker Project. Outreach to employers and training providers around ITA’s, incumbent worker training and OJT’s was well received. One of the challenges was identifying dislocated individuals that are long term unemployed. Recently, we received guidance from PA Dept. of Labor & Industry on sector partnership incumbent worker training. The new guidance gives an opportunity to provide incumbent worker training to individuals who are not dislocated. We expect a participation increase in incumbent worker training, ITA’s and OJT’s.

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Community Based Job Grant Philadelphia Works was awarded a grant from the Pennsylvania Department of Labor & Industry to provide enhanced career services and industry recognized credentials in partnership with two neighborhood based organizations, Southwest CDC and Lutheran Settlement House. These organizations are beginning to provide case management services to neighborhood residents, register customers in Job Gateway, and assist customers in their job search. EDSI has hired a Community Workforce Connector, who is working with the PA CareerLink® Business Services team to develop relationships with neighborhood employers, facilitate workshops at partner sites, and connect residents to work experience opportunities in their community. Start Date May 1, 2015 End Date June 30, 2017 Total Amount Awarded $200,000 Outcomes to Date: Activity Quarter 1 Project Goals Customers enrolled in the PA CareerLink® system i.e. Job Gateway none at this time 700 Neighborhood residents served none at this time 30 Residents enrolled in Microsoft IT Imagine program none at this time 140 Residents/customers placed in internships none at this time 14 Residents/customers enrolled in training none at this time 16 Residents/customers placed into employment none at this time 24 Residents/customers enrolled in in on the job training none at this time 20

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Southeastern Pennsylvania Defense Transition Initiative (Department of Defense Office of Economic Adjustment through Pennsylvania Department of Economic Development) Southeastern Pennsylvania Defense Transition Initiative is a collaborative regional partnership designed to assist companies in the Department of Defense supply chain whose business has been impacted by recent budget cuts. Through a targeted set of activities, the initiative has provide Defense suppliers comprehensive customized business services to aid in commercialization, expanded markets and diversification. Services may include an assessment of their current state and then a voucher for up to $25,000 for diversification plans, marketing plans, website upgrades and expansions, commercialization consulting, workforce services and production consulting. This grant is managed by Philadelphia Works and organizes 8 sub-recipient partners to serve defense suppliers in the 8 county area of Southeastern Pennsylvania and Lehigh Valley (Berks, Bucks, Chester, Delaware, Lehigh, Northampton, Montgomery, Philadelphia). Start Date October 1, 2015 End Date December 31, 2016 Total Amount Awarded $1,136,893 Amount Contracted $819,183 Outcomes to Date: The Southeastern PA Defense Transition Initiative coordinated efforts across an array of activities; creation and completion of an eligibility tool used to qualify companies; identification of companies though our regional partnerships and alliances; engagement with over 100 companies expressing interest; completion of over 75 needs assessments for companies throughout the 8 county region; development of growth plans and implementation for 10 employers. The Southeast PA Transition Initiative built coordinated momentum in engaging employers and brought added value to the region by partnering with the local chapter of the National Defense Industrial Association for workshops on DOD requirements on diversification and subcontracting to defense primes.

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Philadelphia Housing Authority Philadelphia Works will provide technical assistance and guidance to the Philadelphia Housing Authority to support the implementation of the Jobs plus Pilot program term at the Raymond Rosen public housing site. Specifically, Philadelphia Works will provide and share information based on Philadelphia Works experience and proven best practices in the design, procurement and implementation of workforce programs offering career guidance, job placement and training services. In addition, these funds will cover the costs for a full time staff to provide PA CareerLink® basic services. As a community connection partner, the PA CareerLink® staff will:

a. Provide assistance to Raymond Rosen residents with workforce services such as: i. registering in the Pennsylvania Department of Labor and Industry’s Job Gateway initiative, matching for

potential employment opportunities, ii. Using Examination Management Services, Inc. (EMSI) Career Coach and utilizing the virtual workshops.

b. Arrange for tours of the PA CareerLink® Philadelphia center(s) to Raymond Rosen staff when requested. c. Provide a list of PA CareerLink® Philadelphia workshops and center events (on a monthly basis) to the Raymond Rosen staff so

residents can be informed of the opportunities. d. Offer PA CareerLink Philadelphia® workshops and orientation at the Raymond Rosen location, when requested (no more than twice

a month) and mutually agreed upon. e. Specify referral protocols for efficient and effective customer referral to the services of both organizations. f. Include respective links on both organizations’ websites.

Start Date July 1, 2016 Total Amount Awarded $75,000 Outcomes to Date Through participation in the grant, the PA CareerLink® system seeks to provide at a minimum basic career services to the following number of residents

Activity Quarter 1 Project Goals

Engaged Customers None at this time 315

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Philadelphia Manufacturing Industry Partnership

The Philadelphia Works continues to guide and support the activities of Philadelphia-Based Industry Partnerships (IPs). The Southeast Regional Workforce Development Partnership (SERWDP) consists of the combined Advanced Manufacturing, Logistics and Transportation, and Food Manufacturing IPs, and was funded in the amount of $200,000 for fiscal year 2016 -2017. Philadelphia Works also manages a new Business and Finance, industry Partnership and continues to provide technical assistance to the Greater Philadelphia Healthcare Partnership.

Start Date: July 1, 2016 End Date: June 30, 2017 Total Amount Awarded $200,000 Amount Contracted $74,621.30

Outcomes to Date

During this quarter, staff facilitated partnership activities surrounding and the National Apprenticeship Week (November) and National Manufacturing Week (October).The activities included a regional manufacturers summit and recruitment activities in conjunction with the School District of Philadelphia. Utilizing existing sustainability funds, these efforts were designed to recruit students into the SERWDP career pipeline.

This quarter the partnership successfully completed training activities for 43 incumbent workers providing new employee on- the- training for 12 individuals and successfully integrated activities, collected and evaluated training plans for the next funding cycle, continued collaboration with the CareerLink system, and developed strategies to sustain and strengthen the partnership in the coming years.

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Retail Grant Philadelphia Works is one of ten (10) cities awarded a grant through the Walmart Foundation from the Chicago Cook County Workforce Board. Philadelphia Works will engage with local retail employers and serve as a point of contact for recruiting and training opportunities. Building on experience in other sector-based strategies, employers will have the opportunity to take advantage of customized recruiting and screening of job candidates, assistance in writing job postings, and in recruiting qualified candidates. Employers will be able to take advantage of subsidized On-the-Job Training experiences, incumbent worker training, and paid work experiences, and participate in the Retail Advisory Council.

Start Date April 1, 2016 End Date March 31, 2017 Total Amount Awarded $400,000 Outcomes to Date:

Activity Quarter 1 Project Goals

Engaged Customers 46 325Engaged Employers 7 30Incumbent Workers Trained None at this time 20Career Pathways Mapped None at this time 2Placements None at this time 100Customers Enrolled in on the job Training None at this time 15

Customers Enrolled in Paid Work Experience None at this time 15

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Philadelphia Works Support Staff: Team members contributing to the production of this book.

Eleanor Avery, Executive Assistant Hugh Bailey, Chief Operating Officer Patrick Bayer, Program Representative Judith Clarke, Executive Assistant to the President Trish Conti, Program Manager Marlene Dobson, Business Engagement Specialist Mark Edwards, former President & CEO Jo-Ann Fawns, Supportive Services Assistant Johnetta Frazier, Manager of Training Mark Genua, Apprenticeship Program Director Denise Givens, Executive Assistant Swanie Goldsmith, Manager of Client Services Sue Hoffman, Senior Associate Ronika Howard, Research Analyst Lisa Johnson, Client Support Specialist Jamece Joyner, Manager of Cross Center Services Susan Kirby, Director of Workforce Strategies Eileen McBrearty Cross, Director of Human Resources Kimberly McCaffrey, Youth System Program Representative Maria Morton, Employee Services & Benefits Coordinator Hai Nguyen, Director of Accounting Dale Porter, Chief Financial Officer Sharon Riley, General Counsel & Compliance Officer Carmella Siravo, Board Liaison Meg Shope Koppel, Chief Research Officer Tim Smith, Lead Business Engagement Specialist Shirley Vandever, Senior Researcher of Data Systems Bethany Watzman, Senior Research Analyst Gail Winkle, Executive Assistant

Youth services are administered by the Philadelphia Youth Network.

WIOA Title I Adult and Dislocated Worker Services and EARN program services are provided by EDSI, ENPWDC, Impact Services, JEVS Human Services and SER-Metro through four PA CareerLink® Philadelphia centers.

For a current listing of PA CareerLink® Philadelphia locations, please visit http://www.philaworks.org/career-link/home.org.

http://www.philaworks.org/

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

P: 215-963-2100 F: 215-567-7171

www.philaworks.org

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