1 Day II Training Reemployment and Eligibility Assessment (REA 2010) Program Overview, Design, Customer Flow, Data Entry Requirements, REA Forms and Case

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Day II TrainingDay II TrainingReemployment and Eligibility Reemployment and Eligibility

Assessment (REA 2010)Assessment (REA 2010)

Program Overview, Design, Program Overview, Design, Customer Flow, Data Entry Customer Flow, Data Entry

Requirements, REA Forms and Requirements, REA Forms and Case StudyCase StudyTraining Dates: Training Dates: Utica – July 14, 2010Utica – July 14, 2010 Metrotech/Brooklyn – July 16, Metrotech/Brooklyn – July 16,

2010 2010 Rochester – July 21, 2010 Rochester – July 21, 2010 Peekskill – July 23, 2010 Peekskill – July 23, 2010

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REAREA Day II TrainingDay II Training AGENDAAGENDA

I.I. REA Grant BackgroundREA Grant Background

II.II. REA Program Design OverviewREA Program Design Overview

III.III. REA Customer Flow and Data REA Customer Flow and Data EntryEntry

IV.IV. REA Required ElementsREA Required Elements

V.V. REA Specific FormsREA Specific Forms

VI.VI. REA Case Study (From Soup to REA Case Study (From Soup to Nuts)Nuts)

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REA Grant BackgroundREA Grant Background

USDOL REA Grant started in FY USDOL REA Grant started in FY 20052005

NYS one of initial states funded in NYS one of initial states funded in FY 2005FY 2005

From FY 2005 thru FY 2008 NYS From FY 2005 thru FY 2008 NYS REA Grant was limited to one local REA Grant was limited to one local area: Oneida/Herkimer/Madison area: Oneida/Herkimer/Madison (OHM)(OHM)

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REA Grant BackgroundREA Grant Background

FY 2009 REA Grant:FY 2009 REA Grant: Awarded 74 REA local staffAwarded 74 REA local staff 15 LWIAs in 22 One Stops 15 LWIAs in 22 One Stops

FY 2010 REA Grant:FY 2010 REA Grant: Awarded 115 REA local staffAwarded 115 REA local staff 23 LWIAs in 42 One Stops23 LWIAs in 42 One Stops Includes 52 new hourly hiresIncludes 52 new hourly hires

REA Grant BackgroundREA Grant BackgroundOHM ModelOHM Model FY 2009 ModelFY 2009 Model FY 2010 ModelFY 2010 Model REA REA participantsparticipants

All UI Claimants All UI Claimants (excl. Union, (excl. Union, TLO, Seasonal)TLO, Seasonal)

No Profiling No Profiling Score UseScore Use

REA participantsREA participants

Select from UI Select from UI Claimants (excl Union, Claimants (excl Union, TLO, Seasonal)TLO, Seasonal)• Profiling Scores: 1 Profiling Scores: 1 to 45 to 45 (w/local (w/local variances)variances)

REA participantsREA participants

Select from UI Select from UI Claimants (excl Union, Claimants (excl Union, TLO, Seasonal)TLO, Seasonal)• Profiling Scores: 1 Profiling Scores: 1 to 50 to 50 (standard)(standard)

No “Selection”No “Selection” Random Selection Random Selection (Varied)(Varied)

Range of 50% to 75% Range of 50% to 75% REAREA

Range of 50% to 25% Range of 50% to 25% Control GroupControl Group

Random Selection Random Selection (Standard):(Standard):

60% REA60% REA

40% Control Group40% Control Group

Outcomes Outcomes (Duration) (Duration) MeasuredMeasured

REA Offices REA Offices compared to compared to non-REA Offices non-REA Offices resultsresults

Outcomes (Duration) Outcomes (Duration) Measured:Measured:

REA participants vs. REA participants vs. Control Group within Control Group within same officesame office

Outcomes (Duration) Outcomes (Duration) MeasuredMeasured

REA participants vs. REA participants vs. Control Group within Control Group within same officesame office

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Statewide REA Program Statewide REA Program OverviewOverview

REA Participants continue until exhaust REA Participants continue until exhaust Regular UI benefits and/or BYE ends Regular UI benefits and/or BYE ends Individual should only be scheduled for one Initial Individual should only be scheduled for one Initial

REA Interview during a Benefit Year. If they have a REA Interview during a Benefit Year. If they have a break in claim and begin actively certifying again break in claim and begin actively certifying again later, schedule them for a Follow-up REA.later, schedule them for a Follow-up REA.

REA performance measured after regular REA performance measured after regular UI does not include EUC or EB benefitsUI does not include EUC or EB benefits NYS UI Certification at Exit Performance NYS UI Certification at Exit Performance

incentive/sanction does include EUC and EB incentive/sanction does include EUC and EB benefits. LWIA will need to continue serving them or benefits. LWIA will need to continue serving them or impact that measure – however, no longer required impact that measure – however, no longer required to participate in REA specific program activities to participate in REA specific program activities after exhaustion of regular UI benefits.after exhaustion of regular UI benefits.

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REA Required ElementsREA Required Elements

Each REA Interview Includes the Each REA Interview Includes the Following Federally Required Elements:Following Federally Required Elements:

Review of Continued UI Eligibility and Review of Continued UI Eligibility and Referral of Potential UI issues to AdjudicationReferral of Potential UI issues to Adjudication Provision of Labor Market InformationProvision of Labor Market Information Work Search Plan Development and/or Work Search Plan Development and/or Review of work search efforts against planReview of work search efforts against plan ReferralsReferrals

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REA Required ElementsREA Required Elements

NYS REA Program Design expands NYS REA Program Design expands on federal required elements to on federal required elements to coordinate with other DEWs coordinate with other DEWs priorities/policies, including:priorities/policies, including:

Incorporates NYS Initial Assessment Incorporates NYS Initial Assessment policy as component of Initial REA policy as component of Initial REA AppointmentAppointment Includes SMART 2010 as requirement Includes SMART 2010 as requirement for all REA participantsfor all REA participants

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REA Required ElementsREA Required Elements Includes use of Job Zone “Journal” Includes use of Job Zone “Journal” feature as method of maintaining and feature as method of maintaining and monitoring work search effortsmonitoring work search efforts Broadens Work Search Plan and Broadens Work Search Plan and Work Search Review to go beyond just Work Search Review to go beyond just contacts to Employers: also includes contacts to Employers: also includes plan and review of next step service plan and review of next step service recommendationsrecommendations Includes Includes recommendationrecommendation that all that all REA participants be scheduled for Job REA participants be scheduled for Job Search Workshop (at or around time of Search Workshop (at or around time of 22ndnd REA) REA)

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Let’s Review the REA Project Design Let’s Review the REA Project Design Flow Chart in Your Training material Flow Chart in Your Training material packetpacket

REA Project Design REA Project Design Initial AssessmentInitial Assessment Initial Interview – Assume 1 hour averageInitial Interview – Assume 1 hour average After Initial REA Interview: After Initial REA Interview:

Regularly schedule Regularly schedule REA Grant Only: Follow-REA Grant Only: Follow-up REA Interview up REA Interview

MinimallyMinimally every 2 weeks for at least 2 every 2 weeks for at least 2ndnd and 3 and 3rdrd REA REA InterviewInterview

Following 3Following 3rdrd REA Interview, frequency can be REA Interview, frequency can be modified to once a month based on staff’s judgment modified to once a month based on staff’s judgment by individualby individual

Following 4Following 4thth REA, REA interview format can be REA, REA interview format can be changed to group activity rather than one on one changed to group activity rather than one on one based on staff’s judgment by individualbased on staff’s judgment by individual

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REA Project DesignREA Project Design

Those that Fail to Report (FTR ) to a Those that Fail to Report (FTR ) to a REA Initial Interview appointment REA Initial Interview appointment should be rescheduled thru REOS for a should be rescheduled thru REOS for a REA Grant Only: Rescheduled Initial REA Grant Only: Rescheduled Initial InterviewInterview Appointment. Appointment.

REA program participants are subject REA program participants are subject to same FTR policy as all UI claimants – to same FTR policy as all UI claimants – 11stst FTR is rescheduled, and FTR is rescheduled, and 22ndnd/subsequent FTR puts hold on /subsequent FTR puts hold on benefitsbenefits

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Review of completed REA Review of completed REA UI UI Eligibility QuestionnaireEligibility Questionnaire

Designed to elicit responses that Designed to elicit responses that may highlight potential issues may highlight potential issues with the customer’s continued with the customer’s continued eligibility for UI benefits.eligibility for UI benefits.

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Completion of REA Work Search Completion of REA Work Search AgreementAgreement

A formal Work Search A formal Work Search Agreement is completed and Agreement is completed and signed by the customer and the signed by the customer and the REA staff member at the initial REA staff member at the initial REA interview. REA interview.

A signed A signed copycopy should be given to should be given to the Customer.the Customer.

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Completion of Next Step Service Plan Completion of Next Step Service Plan - First Appointment and Follow-up- First Appointment and Follow-up

Outlines any issues identified during Outlines any issues identified during the interviewthe interview

Summarizes specific action Summarizes specific action steps/referrals to service to be taken steps/referrals to service to be taken based on the assessment interview.based on the assessment interview.

Initial Assessment determination: JSRS Initial Assessment determination: JSRS or CDS or CDS

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Initiate SMART 2010-refer to Initiate SMART 2010-refer to Resume workshop, if needed.Resume workshop, if needed.

Review Work Search RecordReview Work Search Record Initiate Job Zone Registration-Initiate Job Zone Registration-

Explain use of JZ for Work Search Explain use of JZ for Work Search RecordRecord

Referral to Services NeededReferral to Services Needed Job ReferralsJob Referrals

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22ndnd Assessment Assessment Review of completed REA UI Eligibility Review of completed REA UI Eligibility

QuestionnaireQuestionnaire Review Work search Record (JZ) Review Work search Record (JZ)

Journal against Work search Journal against Work search Agreement and Next Step Service Plan.Agreement and Next Step Service Plan.

Update Work search Agreement as Update Work search Agreement as needed including completion of Next needed including completion of Next Step Service Plan - Follow up REAStep Service Plan - Follow up REA

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22ndnd Assessment Cont’d Assessment Cont’d Job Referrals and Referral to ServicesJob Referrals and Referral to Services Recommend all participants attend a Recommend all participants attend a

Job Search Workshop by completion of Job Search Workshop by completion of 22ndnd REA REA

Labor Market InformationLabor Market Information Review Next Steps and Appointment Review Next Steps and Appointment

Within 2 weeks for the 3Within 2 weeks for the 3rdrd Assessment. Assessment.

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33rdrd Assessment has the same contents as Assessment has the same contents as 22ndnd

44thth Assessment – May determine Assessment – May determine both frequency (continue every 2 both frequency (continue every 2 weeks or move to one month) and weeks or move to one month) and format (continue one on one or in a format (continue one on one or in a group)group)

This process continues until the This process continues until the individuals returns to work or individuals returns to work or exhaust their claim. exhaust their claim.

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REA Specific FormsREA Specific FormsREA UI Eligibility QuestionnaireREA UI Eligibility Questionnaire REA Work Search Agreement REA Work Search Agreement REA Next Step Service Plan – REA Next Step Service Plan – First REA AppointmentFirst REA Appointment REA Next Step Service Plan – REA Next Step Service Plan – REA Follow-up AppointmentREA Follow-up Appointment

Hours/Days/ShiftHours/Days/Shift Distance Willing to Travel/TransportationDistance Willing to Travel/Transportation SalarySalary Self EmploymentSelf Employment Working Without PayWorking Without Pay In SchoolIn School Disability/Workers CompDisability/Workers Comp

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UI Eligibility UI Eligibility QuestionnaireQuestionnaire


Scenario #1Scenario #1

Joe Jones was a fulltime forklift operator working 2Joe Jones was a fulltime forklift operator working 2ndnd shift at a local distribution center. He worked there 5 shift at a local distribution center. He worked there 5 years before being permanently laid off due to a lack years before being permanently laid off due to a lack of work. At the time he was separated from of work. At the time he was separated from employment he was making $12.50/hr. At his first employment he was making $12.50/hr. At his first meeting with you he indicates the following:meeting with you he indicates the following:

He is only willing to take a first shift position.He is only willing to take a first shift position. He is seeking work as a construction laborer.He is seeking work as a construction laborer. He is willing to travel 5 miles due to the price of He is willing to travel 5 miles due to the price of

gasoline.gasoline. He is considering starting his own business.He is considering starting his own business. He is thinking about taking a course at night.He is thinking about taking a course at night.

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Scenario #2Scenario #2 Susie Smith was last employed as a Susie Smith was last employed as a

cashier at a local grocery store earning cashier at a local grocery store earning $8.00/hr. She lost her job when the store $8.00/hr. She lost her job when the store closed. At your first meeting she indicates closed. At your first meeting she indicates the following:the following:

She is only seeking part time work.She is only seeking part time work. The lowest wage she will accept is $8.50/hr.The lowest wage she will accept is $8.50/hr. She is available on Mondays, Tuesdays, She is available on Mondays, Tuesdays,

Fridays and Sundays.Fridays and Sundays. She cannot work on Saturdays as she helps She cannot work on Saturdays as she helps

out in her parents store for no pay.out in her parents store for no pay. 23


Scenario #3Scenario #3 Jimmy Mack was hurt on his job as a Jimmy Mack was hurt on his job as a

construction laborer. He is receiving partial construction laborer. He is receiving partial workers compensation. His doctor has workers compensation. His doctor has released him to work with restrictions. At released him to work with restrictions. At your interview, he indicates the following:your interview, he indicates the following:

He is unsure of what type of work he can He is unsure of what type of work he can physically do.physically do.

He has not been conducting a work search.He has not been conducting a work search. He has not been in touch with his previous He has not been in touch with his previous

employer since being released to work.employer since being released to work. He has a DBA ‘Mack’s Home Improvement’.He has a DBA ‘Mack’s Home Improvement’. He is considering going back to school for a He is considering going back to school for a

career change.career change. 24

CASE STUDYCASE STUDY

Information will be handed out – not Information will be handed out – not in folder.in folder.

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Thank YouThank You

REMINDERREMINDER

PLEASE COMPLETE EVALUATION PLEASE COMPLETE EVALUATION FORM IN YOUR FOLDER.FORM IN YOUR FOLDER.

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Documents

1 Day II Training Reemployment and Eligibility Assessment (REA 2010) Program Overview, Design, Customer Flow, Data Entry Requirements, REA Forms and Case