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HomeMy WebLinkAbout20144001.tiff JOHN HICKENLOOPER oc•co4o DEPARTMENT OF LABOR AND EMPLOYMENT Governor s.Afo 31 DIVISION OF EMPLOYMENT AND TRAINING ELLEN GOLOMBEK .* ,* 633 17th Street, 7th Floor Executive Director • #976 t Denver, Colorado 80202-3627 WILLIAM B. DOWLING Director ELISE LOWE-VAUGHN Director Workforce Programs December 24, 2014 RECEIVED Sean P. Conway, Chair DEC 2 9 2014 Board of Weld County Commissioners P.O. Box 758 WELD COUNTY Greeley, CO 80632 COMMISSIONERS Dear Mr. Conway: The Colorado Department of Labor and Employment, Workforce Development Programs (WDP) conducted the annual on-site compliance review of the Employment Services of Weld County (ESWC) from September 8 to September 12, 2014. The review encompassed Workforce Investment Act (WIA) programs, Wagner-Peyser, Employment Support Fund, Trade Adjustment Assistance Act Program (TAA) and discretionary grants for the period September 1, 2013 through June 30, 2014. The review was performed in accordance with CDLE Policy Guidance Letter# 08-18-WIA. The executive summary and final report are enclosed. ESWC's responses have been incorporated into the final report and a copy will be forwarded to the Chair of the Weld County Workforce Investment Board (Dr. Mary Freitag) and the Division Head of the Employment Services of Weld County (Linda Perez) We would like to thank the staff of the Weld Workforce Region for the assistance they provided to the State Workforce Monitors during all phases of the review. The staff was courteous and their professionalism during the review was notable. If you have any questions, please contact your Regional Liaison, Kelly Brown at 303.318.8016 or kelly.brown anstate.co.us. Sincerely, Cr -�� - Elise Lowe-Vaughn, Acting Director Workforce Development Programs COmm u -.wno IZ 3i-rte/ CC N5bit -a ) 17 2014-1,100/ Colorado Department of Labor and Employment Employment Services of Weld County Program Year 2013 Annual Program Performance Review Final Report Workforce Investment Act Wagner-Peyser Act Trade Adjustment Assistance Discretionary Grants Special Initiatives Period of Performance: September 1, 2013 — June 30, 2014 Kelly Brown Regional Liaison December 24, 2014 iish1/4 COLE COLORADO Department of CO Labor and Employment Executive Summary From September 8, 2014 to September 11, 2014, the Colorado Department of Labor& Employment(CDLE) conducted an annual program performance review of all Workforce Investment Act(WIA)Title I and Wagner-Peyser Act formula programs, the Trade Adjustment Assistance(TAA) program, as well as discretionary grants, and special initiatives, operated by Employment Services of Weld County(ESWC)from September 1, 2013 to June 30, 2014. The review encompassed a 10-month time period that included Program Year 2013 (PY13). Risk Assessment: The Program Year 2013 (PY13)annual program review was augmented by the use of a Risk Assessment instrument(PGL#08-18-WIA, Annual Compliance Monitoring and Risk Assessment, Attachment 9, dated November 21, 2008). ESWC is found to be at Low Risk in the GOVERNANCE, ADMINISTRATIVE, PROGRAM/GRANT, AND FINANCIAL MANAGEMENT SYSTEMS, PROGRAM SERVICES, DELIVERY SYSTEMS, AND DOCUMENTATION AND PERFORMANCE ACCOUNTABILITY categories. Promising Practices: • ESWC has adopted a collaborative team approach across all programs to ensure workforce center customers are aware of available program services ranging from Wagner-Peyser workshops to WIA training opportunities. Throughout program year 2013 WIA staff members attended Emergency Unemployment Compensation (EUC) orientations to share available WIA program services with customers. Information sharing continues across agencies as workforce center staff members regularly attend Temporary Assistance to Needy Families (TANF)orientations to inform TANF customers of all workforce center services available to them. • CDLE recognizes ESWC for their Career Pathways Partnerships. ESWC has an 80% placement rate serving Out of School Youth populations, and shows the dedication that ESWC has to the youth population. • ESWC has a promising practice of providing each customer with very thorough assessments. It is evident that these assessments are utilized throughout the customers program to determine their skills, needs, progress and long term employment goals. • ESWC strategically leverages services of other programs. For instance, Disaster National Emergency Grant(DNEG) participants also work with the Dislocated Worker program in order to best serve the needs of the participant and assist him/her in obtaining employment once his/her time with the DNEG program has ended. Summary of Findings: Action Items: • One(1)common Action item associated with Adult, Dislocated Worker and H1-B Long- Term Unemployed programs. Recommendation/Observations: • One (1) Dislocated Worker WIA Program • One (1) Disaster National Emergency Grant(DNEG) Employment Services of Weld County—PY13 Annual Compliance Page 1 of 6 Introduction From September 8, 2014 to September 11, 2014, the Colorado Department of Labor & Employment, Workforce Development Programs (CDLE/WDP), conducted an annual program performance review of all Workforce Investment Act (WIA)Title I, Wagner-Peyser Act formula programs, the Trade Adjustment Assistance (TAA) program, as well as discretionary grants and special initiatives, operated by Employment Services of Weld County (ESWC)from September 1, 2013 to June 30, 2014. The review encompassed a 10-month time period that included Program Year 2013 (PY13). An entrance conference was conducted on September 8, 2014; members of the CDLE/WDP monitoring team and ESWC management team were in attendance. A subsequent exit conference occurred on September 29, 2014, and was also attended by CDLE/WDP monitoring staff and members of the ESWC management team. A representative selection of case files was reviewed for all WIA formula programs, TAA, discretionary grants, and special initiatives. In addition, a cumulative, year-end analysis of participation, expenditures, and performance was completed for PY13. The review was executed in accordance with COLE Policy Guidance Letter (PGL)#08-18-WIA, Annual Compliance Monitoring and Risk Assessment Guidelines, dated December 10, 2008. Definitions used in this report as specified by above PGL: • A compliance finding is a violation against legal or policy requirements considered to be a more prevalent problem than an individual exception to the rule. Compliance issues must be corrected (if possible) to avoid any potential repercussions or corrective actions. • An action item is a specific request to make a correction to avoid the possibility of it becoming a compliance finding. • A recommendation addresses an issue where there is currently no compliance finding, but a recommendation is made to improve or enhance a program or system's processes or outcomes. A workforce region is not required to implement recommendations made in the report. Promising Practices Trade Adjustment Assistance (TAA). CDLE acknowledges that the majority of participants in the TAA program at ESWC are successful in the completion of their chosen training plans. TAA is a longer term program that can take two years or more for the customer to complete. The ESWC counselors utilized other workforce center programs and quality assessments to ensure their participants' financial and career pathway developed into a successful employment outcome. One example of this includes two different participants who were laid off in 2009 from a call center and started their journey seeking a career plan for employment versus just another job during the height of the recent recession. With the help of their counselor and their own ambitions, they strived to give back to their community working on the flood related Disaster National Emergency Grant (DNEG) in Weld County while continuing their educational programs. Employment Services of Weld County—PY13 Annual Compliance Page 2 of 6 One of those participants went to work for the United Way in a humanitarian flood related position utilizing her skills and experience and was able to apply that experience into another worksite helping other victims affected by the flood. During this time, the participant began applying for employment to join Weld County after experiencing all of the positive assistance provided to her in developing a career path. The other participant was also able to work for the City of Evans in a humanitarian position related to the flood recovery. While there, she excelled at the position and received accolades from her employer, and also state and Federal personnel overseeing the program. Amidst all of the flood related temporary employment, both participants resoundingly completed their post educational degrees through the TAA program. Moreover, both participants have since obtained full-time positions with the Weld County Department of Human Services. Risk Assessment The PY13 annual compliance monitoring review was augmented by the use of a Risk Assessment instrument(PGL#08-18-WIA, Annual Compliance Monitoring and Risk Assessment, Attachment 9, dated November 21, 2008). Two categories of risk are utilized in evaluating the workforce region. • Low risk: First time compliance issues, limited deficiencies in program governance, administration, delivery and accountability • High risk: Inability to resolve compliance issues during the program year, major deficiencies in program governance, administration, delivery and accountability ESWC is found to be at Low Risk in the GOVERNANCE, ADMINISTRATIVE, PROGRAM/GRANT, AND FINANCIAL MANAGEMENT SYSTEMS, PROGRAM SERVICES, DELIVERY SYSTEMS, AND DOCUMENTATION AND PERFORMANCE ACCOUNTABILITY categories. Governance Workforce Investment Board and Youth Council: The ESWC Workforce Investment Board (WIB) is governed by the legal requirements of the Workforce Investment Act(WIA Sec 117; WIA Final Rules 20 CFR, part 661, Subpart C. 661.300, dated August, 7, 1998). The chairperson for the ESWC WIB must be a representative of the private business sector. In addition, a majority of the members (51%) must represent businesses in the local area. The ESWC WIB was found to be in compliance with membership requirements during the period under review and met regularly and in accordance with legal requirements during the program year. The ESWC Youth Council exists under the authority of the ESWC WIB and the Workforce Investment Ad(WIA)of 1998. THE ESWC Youth Council met regularly and in accordance with legal requirements during the program year. Memorandums of Understanding: Per WIA, Title I, Section 662.230 (c)—All required partners must enter into a Memorandum of Understanding (MOU)with the local board relating Employment Services of Weld County—PY13 Annual Compliance Page 3 of 6 to the operation of the One-Stop System that meets their requirements of 662.300, including a description of services, how the cost of identified services and operating costs of the system will be funded, and methods for referrals. The Monitors conducted a review of all required Memorandums of Understanding (MOU) as part of the PY13 monitoring. All were found to be up-to-date and in compliance. One-Stop Operator Designation: ESWC continues to maintain its One-Stop Operator certification as designated by the Colorado Workforce Development Council (CWDC). ESWC has been recertified through June 30, 2016. Local Planning: The annual plan for Program Year 2013 was submitted on time and subsequently received unconditional approval from the CWDC. Administrative, Program/Grant, and Financial Systems Program/Grant Reporting Systems: ESWC continues to provide timely Quarterly Reports for discretionary grants. Efforts in this area are a factor in the risk level being assessed as low for the Administrative, Program/Grant, and Financial Systems category. Internal and Subcontractor Monitoring: Internal monitoring and quality assurance for all programs is effective at the ESWC. The internal monitoring process is well-conceived and robust. This also contributed to the low risk level assessment in this category. Administrative Policy Review: ESWC continuously reviews local policies for accuracy and compliance with federal and local law. During the program review, two local policies were identified as requiring updates. ESWC completed the updates immediately upon request and have obtained WIB approval on both. CDLE appreciates the partnership with ESWC and the swiftness at which ESWC completes and implements all recommendations. Program Services, Delivery Systems, and Documentation As part of the PY13 compliance monitoring review, the Monitoring Team conducted a comprehensive review of a representative sample of WIA, TAA, and discretionary grant records. In general, the files were in exceptional order, including required documentation and adequate case notes, where applicable. Detailed monitoring logs have been made available to the ESWC administrative team. The WDP monitoring team hereby cites the following action items, recommendations and observations resulting from the case file reviews: Action Item #1— Instances of errors during exiting procedures in the Adult, Dislocated Worker and H1-B programs were cited. Seven (7)Adult, one (1) Dislocated Worker and five (5) H1-B Long-Term Employed files presented with errors during the exit procedure. Common examples noted were exiting a customer to employment without providing adequate case notes to document the service that was provided, and Vocational Guidance services that do not meet the definition of the service as stated in Connecting Colorado (Citation PGL 12-06- WIA, dated June 6, 2012). Detailed case file review logs have been shared with the ESWC Admin Team. Although there are a moderate number of instances in which this error occurred, it has been determined that these improper exits were completed by only a few staff members. ESWC Employment Services of Weld County—PY13 Annual Compliance Page 4 of 6 expressed their desire to address this action item swiftly before it could adversely affect future exits. The CDLE monitoring team provided technical assistance training on October 28, 2014 with ESWC staff representing all programs. ESWC has moved rapidly in correcting these errors and receiving additional training. In the future, instances of errors in exiting procedures may result in further action or compliance issues. Region Response: Weld agrees with the citation in Action Item #1 — Instances of errors during exiting procedures in the Adult, Dislocated Worker and H1-B programs. Technical assistance has been provided onsite to ensure that all staff has clear guidance regarding exit procedures. CDLE Response: CDLE accepts this response. Recommendation/Observation #1— One (1) Dislocated Worker participant file was found to have an expired drivers' license. (Citation: PGL 12-06-WIA, dated June 6, 2012) Detailed case file logs have been shared with the ESWC Admin Team. A current driver's license was not in the file to support the issuance of transportation gas vouchers (none were issued after the expiration). It is recommended/encouraged that internal quality control develop a checklist or review process that will require the case manager or reviewer to review expiration dates on Licenses, insurance cards and vehicle registrations to ensure that no disallowed costs are incurred due to expired documentation. Region Response: Weld acknowledges Recommendation/Observation #1 — One(1) Dislocated Worker participant file was found to have an expired drivers' license. One file having this issue over the course of the last several years does not indicate this is a pattern and seems to be an oversight in an isolated scenario. File reviews are conducted to ensure eligibility and compliance and this recommendation will be included in our quality control process. CDLE Response: CDLE accepts this response. Recommendation/Observation #2:-Disaster National Emergency Grant- ESWC is thorough in collecting eligibility documentation for all grant participants. It is recommended that a case note is entered to further document and explain which eligibility reason; long term unemployed, individual impacted by the floods, or dislocated worker was used to deem the participant eligible for the program. Region Response: Weld County's case notes are aligned with Recommendation/Observation #2— Disaster National Emergency Grant. We agree that case notes within each NEG file repeat the eligibility reason. CDLE Response: CDLE accepts this response. Performance Accountability Grant Spending: At PY13 year-end, ESWC had met their formula funds spending requirements in Adult and Youth programs at 82.63% and 70.17% respectively. Dislocated Worker program spending was not met at 61.71%, for PY13 this is not a compliance issue; Employment Services of Weld County—PY13 Annual Compliance Page 5 of 6 however, should underspending occur in PY14, it will result in a compliance issue. All expiring funds were 100% spent (see Attachment#1). Planned Program Activity: Actual participation in WIA Adult, Dislocated Worker and Youth programs in PY13 met or exceeded the projections made as part of the Expenditure Authorization plans. Actual participation was 123%, 98% and 110% respectively(see Attachment#1). Performance Measures: For PY13, ESWC met or exceeded all performance measures for WIA and Wagner-Peyser(see Attachment#1). Employment Services of Weld County—PY13 Annual Compliance Page 6 of 6 ATTACHMENT #1 Weld County WIA Adult PY13 Three Year At-A-Glance Program ( PY13 End of Year) Last updated September 12, 2014 Colorado Activity Summary Report (data as of September 11 , 2014) Program Year 2013 WIA Adult Performance Measures Standard Actual Num/Den Entered Employment Rate 75.70% 85.29% 116 / 136 Six Month Retention Rate 88.20% 84. 12% 143 / 170 Six Month Avg . Earnings $ 17,390.00 $ 15,463.67 Exceeded/ r10fOg tz / .:)W a -. / Missed 1 Green = 100% or greater, Yellow = 99.99% - 90.00%. Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. PY13 performance and participants served is based on the most current PY13 Connecting Colorado Activity Summary Report (data as of September 11 , 2014) WIA Adult Participants Served Program Year 2013 Planned Actual Percent Participant Carry-In 67 101 150.75% New Participant Enrollments 152 169 111 . 18% Total Participants Served 219 270 123.29% Exceeded/ / ivi iv* / 3 0 Missed Green = 100% or greater, Yellow = 99.99% - 90.00%, Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. PY13 end of year expenditures as of September 12, 2014. WIA Adult Program Funding Program Year 2013 Previous PY Carry-in $ 180,767.77 PY/FY Allocation $803,336.00 Total Program Year Budget $984, 103. 77 Year to Date Expenditures $813, 118.30 Remaining $ 170, 985.47 Met or Exceeded/ / 82.637O Underspent Green = Expended 70% or more of progam funding, Yellow = 49.99% - 69.99% on target with expenditures ATTACHMENT #1 Weld County WIA Dislocated PY13 Three Year At-A-Glance Worker Program (PY13 End of Year) Last updated September 12, 2014 Colorado Activity Summary Report (data as of September 11 , 2014) WIA DW Performance Measures Program Year 2013 Standard Actual Num/Den Entered Employment Rate 78.90% 85.71 % 54 / 63 Six Month Retention Rate 88. 10% 91 .18% 62 / 68 Six Month Avg . Earnings $ 19,733.00 $ 16,985.37 Exceeded/ 1s / :cw Me / Missed 2 Green = 100% or greater, Yellow = 99.99% - 90.00%, Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. 9 g g PY13 performance and participants served is based on the most current PY13 Connecting Colorado Activity Summary Report (data as of September 11 , 2014) Program Year 2013 WIA DW Participants Served Planned Actual Percent Participant Carry-In 53 64 120.75% New Participant Enrollments 65 52 80.00% si Total Participants Served 118 116 e Exceeded/ / ow ,, / 1 0 Missed Green = 100% or greater, Yellow = 99.99% - 90.00%, Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. PY13 end of year expenditures as of September 12, 2014. WIA DW Program Funding Program Year 2013 Previous PY Carry-in $249,206.68 PY/FY Allocation $244,619.00 Total Program Year Budget $493,825.68 Year to Date Expenditures $304,759.39 Remaining $ 189, 066.29 Met or Exceeded/ / Underspent Green = Expended 70% or more of progam funding, Yellow = 49.99% - 69.99% on target with expenditures ATTACHMENT #1 Weld County WIA Youth PY13 Three Year At-A-Glance Program ( PY13 End Of Year) Last updated September 12, 2014 Colorado Activity Summary Report (data as of September 11 , 2014) Program Year 2013 WIA Youth Performance Measures Standard Actual Num/Den Literacy/Numeracy 48.00% 55. 10% 54 / 98 Education Placement 66 .70% 69.07% 67 / 97 Degree/Cerificate 69 .00% 73.04% 84 / 115 W Exceeded/ 3 0 Missed Green = 100% or greater, Yellow = 99.99% - 90.00%, Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. I PY13 performance and participants served is based on the most current PY13 Connecting Colorado Activity Summary Report (data as of September 11 , 2014) Program Year 2013 WIA Youth Participants Served Planned Actual Percent Participant Carry-In 129 113 87.60% New Participant Enrollments 82 119 145. 12% Total Participants Served 211 232 109.95% Exceeded/ / Me / Missed 2 ' Green = 100% or greater, Yellow = 99.99% - 90.00%, Orange = 89.99% - 80.00, Red = 79.99% or below negotiated levels. PY13 end of year expenditures as of September 12, 2014. WIA Youth Program Funding Program Year 2013 Previous PY Carry-in $286, 718.32 PY/FY Allocation $687, 164.00 Total Program Year Budget $973,882.32 Year to Date Expenditures $683,333.47 Remaining $290,548.85 Met or Exceeded/ / Underspent 70. 17% Green = Expended 70% or more of progam funding, Yellow = 49.99% - 69.99% on target with expenditures Hello