Board Meeting Briefing Book

Wednesday, March 18, 2015 9:00 a.m. – 11:00 a.m. Delaware Valley Regional Planning Commission 190 N. Independence Mall West – 8th Floor Philadelphia, PA 19106

Board Members

Philadelphia Works Board Members

Patrick J. EidingPhiladelphia Council AFL-CIO

Regine MetellusTreasurerUniversity of Pennsylvania

Jay SpectorJEVS Human Services

David DonaldVice ChairPeopleShare

Margaret M. JonesThe Children’s Hospital of Philadelphia

Mark EdwardsPhiladelphia Works

Alan GreenbergerPhiladelphia Commerce Department

Alan N. RosenbergTemple Health

Nicole Pullen RossSecretaryGoldman, Sachs & Co

William StrahanChairComcast Cable Communications

Joseph M. ParenteKPMG LLP

Ajay RajuDilworth Paxson LLP

Andrea AgnewComcast Cable Communications

Ryan BoyerLaborers District Council Philadelphia

Judith RényiMayor’s Commission on Literacy

Wayne TroutPA Office of Vocational Rehabilitation

Ed GroseGreater Philadelphia Hotel Association

John GradyPhiladelphia Industrial DevelopmentCorporation

Norma Romero MitchellBenefits Plus Consulting Group

Anthony S. BartolomeoPennoni Associates, Inc.

Jim Gillece Allied Barton Security Services

Tracee L. HuntTotal HR Solutions, LLC

Gabriel Mandujano Wash Cycle Laundry, Inc.

Peter Tubolino Siemens Building Technologies

Bud Tyler The EF Precision Group

Donald Generals Community College of Philadelphia

Dmitry Zhmurkin PA Bureau of Workforce Partnership & Operation ( BWP&O)

Maia JachimowiczMayor’s Office of Philadelphia

Board Meeting Briefing Book March 18, 2015

Table of Contents

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

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

Customer Success Stories ................................................................... 3

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

Philadelphia Works Update ....................................................... 7-24

Board and Committee Minutes ........................................... 25-66

Action Items ...................................................................................... 67-78

Appendices ................................................................................................ 79

Reports from Affiliates………….…………………………..….81 Finance Report……………………………………………………..91 Workforce System Quarterly Summary Report…...107

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Philadelphia Works Business Meeting

Wednesday, March 18, 2015 9-11 AM LOCATION: DVRPC- Delaware Valley Regional Planning Commission

190 North Independence Hall West 8th Floor On the corner of 6th & Race Streets, in the American College of Physicians Building

Presiding: William J.T. Strahan

Agenda Welcome Remarks William J.T. Strahan

I. Opening Remarks & Consent Agenda William J.T. Strahan /Mark Edwards • Philadelphia Works Update (p. 7-24) • December 18, 2014 Minutes (p. 25-27) • Committee Minutes (p. 29-66)

II. Youth Council Anthony Bartolomeo

• Committee Update • ACTION: Approve YouthWorks Administrator (p. 67) • ACTION: Approve TANF-YD Funded Year-Round Contract Renewals (p. 69-70) • ACTION: Approve TANF-YD Funded WorkReady Summer 2015 Contract Renewals (p. 71-72) • Update on WIOA Funded Year-Round Contracts Approval Process

III. Board Development Ajay Raju

• Committee Update • ACTION: Approve By-Law Changes (p. 73)

IV. Finance Regine Metellus • Committee Update • ACTION: Approve Audit FY2014 (p. 75) • ACTION: Approve Statements Ending December 31, 2014 (p. 77)

V. Research & Policy Maia Jachimowicz

• Committee Update

VI. Workforce & Economic Development Maia Jachimowicz • Committee Update

VII. Closing Remarks William J.T. Strahan

VIII. Adjournment

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Consent Agenda Items

Overview The following items are on the Philadelphia Works Consent Agenda for March 18, 2015:

Philadelphia Works Update 7-24

December 18, 2014 Business Meeting Summary 25-27

Committee Meeting Summaries and Reports for this Quarter 29-66

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 related sections within the board briefing book, or are available at www.philaworks.org. Minutes: December 18, 2014 Business Meeting The Board is being asked to approve the draft minutes from the December 18, 2014 Business 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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Workforce System Success Story Impact EARN Center: Wharton Students Help Participants Improve Their Lives! In November 2014, over 300 participants from the Impact EARN Center benefited from services provided by two teams of Wharton students. One team of Wharton students planned and facilitated a Job Fair at the EARN Center that was attended by 186 job seekers who had the opportunity to meet with representatives from 26 different employers. The employers conducted on-site interviews with 80 participants and scheduled follow-up interviews with 25 job seekers with 10 being hired to date. One employer representative stated that “You did an amazing job! I would definitely attend future job fairs here!” The Wharton students also assisted participants in submitting 164 on-line job applications in the job search labs. With a theme of “Emphasizing Individual Empowerment,” a second team of Wharton students planned and facilitated a Resource Fair at the EARN Center. The team recruited representatives from 34 non-profit organizations offering housing, nutrition, counseling, child care, clothing, and other services that could assist EARN participants in their move towards employment and self-sufficiency. The dedication of the Wharton students was demonstrated by one team member, who learned from talking with a participant that the housing agency she needed to connect with was not at the Resource Fair. The student contacted the agency himself, obtained information on whom the participant should speak with, and forwarded the information to the participant so she could resolve her housing situation. Both fairs were effectively planned and managed by the Wharton students. By helping EARN Center participants, the students gained an understanding of the issues that economically disadvantaged individuals face in becoming successful. See more Workforce Success Stories in Appendices: ‘Reports from Affiliates’ p. 85-86.

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Dashboard Metrics – July 1, 2014 through December 31, 2014

Unemployment in Philadelphia: 45,161– 6.2% (December 2014) Labor Market Participation: 637,057 (December 2014)

Key Performance Indicators - Funder Defined Metrics for the System 8 out of 9 Common Measures were met year-to-date – 1 missed by .04 percent 4 out of 5 2014 EARN Program performance benchmarks are below performance goals (data are not yet available on the EARN activities compliance rate performance – a new measure for this program year)

Building a skilled and thriving workforce: these measures indicate if program services are on-target Supply Side

Total system placements – Includes all adult placements across programs

Total number of Youth (14 – 21) receiving services

Clients tied to a career pathway and/or Individual Employment Plan

Number of WIA training participants placed into clusters

Retention improves across the system Includes WIA EARN and Youth Programs

Demand Side

Number of new employers engaged in the system Includes employers signing compacts with Philadelphia Works

Small businesses engaged make up 60 percent Tool to collect this information is under development

Career pathways are validated by employers Manufacturing pathways are validated/healthcare are underway

Industry Partnership membership is increasing

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Resources for our Work Metrics indicate if we are using resources as approved WIA Formula Program Funding Is Expended as Budgeted: Training

WIA Contractors: WIA Title I Adult & Youth The Youth budget expenditures begans in October 2014

EARN and JSST Program Funding is Expended as Budgeted Only cost reimbursement is included

Note: EARN and JSST performance reimbursement payments span multiple years and are not shown here.

Measuring Success of Strategic Implementation Philadelphia’s workforce and economic development systems are more closely aligned:

• Finished: The system identified targeted industry clusters • Ongoing: Industry partnerships have validated pathways for

advanced manufacturing. Healthcare pathways are in process for validation. Working with partners across the city, testing and approving the work readiness credential is advancing. Assessments remain the key to success for preparation into placement.

The system is engaging with small employers: • In process: We are working to identify a Customer Relationship

management tool. The Employer Engagement subcommittee is actively engaged.

• In process: Research analyzing needs of smaller businesses is underway

One-Stop and EARN systems are integrating: • In process: Integration will start April 2015 and complete in

November 2015 • Finished: Operations manuals for integrated/co-located centers

are completed Hardest-to-Serve populations are being address:

• Ongoing: Engagement in policy to better serve returning citizens and

• In process: Planning for WIOA regulations on serving those with barriers to employment

Philadelphia Works Update

Prepared for the Philadelphia Works Board For the Period January-March 2015

Updates in this Report CEO Report Policy

Workforce Services Delivery Strategy External Relations

Employer Engagement Activities Human Resources

Research, Labor Market and Performance Management Finance

Compliance

CEO Report – Highlights of New and Ongoing Efforts

New Initiatives and Activities

White House Accelerated Pipeline IT Initiative The White House challenged Philadelphia to join their initiative to create accelerated training pipelines for IT and Cybersecurity jobs to meet the unfilled demand for trained workers. The White House projects that nationally 1.4 million IT and Cybersecurity jobs will be needed. In contrast, about 400,000 4-year degrees will be granted over the next five years. Accelerated options such as 2-year degrees and coding boot camps have not been fully accepted or used by employers. In Philadelphia, the top number of job postings each month is for mathematical and IT jobs. Unfilled positions create real and significant costs for businesses.

On December 11, 2014, Comcast, Philadelphia Works and the City of Philadelphia took up the challenge and invited business, educators and workforce trainers to start a coordinated initiative in Philadelphia City to develop accelerated IT pipelines for in-demand jobs across the city and the region. This project was tentatively branded PhIT for the Future. From this meeting came an initial dialogue around developing the workforce needed to fuel businesses’ demand for IT workers not graduating from 4 year university degrees.

Subsequently, Mr. Raul Valentin and Mr. Adrian O’Leary (Comcast), Mr. Adel Ebeid (City of Philadelphia), Mr. Mark Edwards and Dr. Meg Shope Koppel (Philadelphia Works), Dr. Guy Generals (Community College of Philadelphia), Mr. James Mergiotti (Peirce College), Mr. Joseph Santora (Randstad), and Ms. Miriam Ackerman (Per Scholas) represented Philadelphia at the White House on December 15, 2015. There we learned about efforts in four other areas (City of New York, State of Delaware, City of St. Louis, and City of Louisville) that have begun similar initiatives and attended a

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series of workshops on a variety of solutions regarding: screening and hiring non-traditional talent; accelerated IT training; matching talent with training and jobs; getting the word out about the initiative; and how to build a sustainable partnership.

Over the past two months, this initiative has continued to build employer interest and commitments and is beginning to map out the demand across different levels of education and certifications. On February 23, 2015 Comcast hosted a second meeting where discussion went deeper into the need to revise curriculums, soft skill and communication requirements and the opportunities within companies for job seekers coming out of an accelerated pipeline. A full plan for action is forthcoming.

Employer of National Service On January 12, 2015 Mr. Mark Edwards attended a press event at City Hall where Mayor Nutter announced changes to the city’s civil service regulations to reflect a preference for AmeriCorps and Peace Corps alumni who apply for positions with the City of Philadelphia. This marks a commitment from the Mayor to answer President Obama’s call to be an Employer of National Service. Philadelphia Works has also committed to being an Employer of National Service and will encourage national service alumni to apply for open positions within the organization.

U.S. Conference of Mayors Mr. Edwards attended the U.S. Conference of Mayors’ Winter Meeting in Washington, D.C. from January 21-24, 2014. This meeting also included the Workforce Development Council (WDC) Board Meeting of which Mr. Edwards is a member. The WDC is comprised of 100 WIB directors throughout the country. During this meeting, Mr. Edwards was reelected to the WDC Board and also asked to Co-Chair the Policy Committee with Paul Haynes of Nashville, TN. Other highlights of the conference included the announcement Philadelphia won a grant in support of an initiative to reduce the misuse and abuse of prescription drugs, particularly among young people and a recap of the economy and infrastructure from Vice President Biden. Mayor Nutter also attended the U.S. Conference of Mayor’s Winter Meeting and gave a presentation on “An Innovative Approach to Redeveloping Philadelphia’s Waterfront.”

Workforce System Highlights “No Wrong Door” Update Renovations are 90 percent complete on the 2nd floor of Suburban Station, where the first integrated service center will open. The Cross-Center Services contractor, EDSI, and the Center Services contractor, JEVS, have been assigned to this site. For logistical purposes, it was decided that the current JEVS EARN Center will close as a stand-alone center on February 27, 2015. Customers at this closing site will be transferred to Nueva Esperanza EARN Center. The PA CareerLink® Suburban Station will not reopen as a stand-alone center as previously planned. Its staff and the CareerTeam EARN Center will continue to operate in their temporary locations until March 27, 2015.

The PA CareerLink® Suburban Station will have a soft opening on March 30th as the first integrated services center and later in April a grand opening media event is being planned. In addition, Integrated

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Services Delivery training for the Cross-Center Services (EDSI) and Center (JEVS) staff will occur from March 9-27, 2015.

Update on Leases All of the new leases for the Integrated Services Centers have been successfully executed. They include: 1617 JFK Blvd, 2nd floor, 3901 Market Street, 5847 Germantown Avenue and 4261 N. 5th Street.

2015 Summer Jobs Challenge On Monday, February 23, Mayor Nutter and various stakeholders held a press conference to motivate organizations to create 10,000 summer job opportunities for youth. As with previous years, the goal is to increase the number of opportunities that are available to youth by growing the number of people, employers, partners, and investors connected to the WorkReady Summer Employment Models. To support the 2015 effort, please visit www.phillysummerjobs.org.

Budget and Policy Update (see Policy section, pg 19-21 for the full policy report) City Council Testimony Mr. Mark Edwards testified before City Council’s Committee on Commerce and Economic Development on February 4, 2015 and before the full Council on February 12, 2015 in support of Bill Number 150010, sponsored by Councilman Goode. This legislation, which council approved on February 12, 2015, requires all economic opportunity plans for projects that are reasonably anticipated to receive financial assistance from the city exceeding $250,000 to certify that they have entered into or have committed to enter into a First Source Employment Agreement. This amendment was drafted as a result of our conversations with Councilman Goode highlighting some of the best practices that we encountered when researching first source programs throughout the country that require employers to hire local residents.

Governor Tom Wolf’s 2015-2016 Budget Address On March 3, 2015, Governor Tom Wolf released a proposed budget of $29.8 billion for the 2015-2016 fiscal year. His budget was premised on 3 priority principles: “schools that teach, jobs that pay and government that works.” The budget of the Department of Labor and Industry (L&I) has a proposed $85.8 million dollar operating budget, a 20% increase from 2014-2015. Generally, funding for WIA programming remains level with the exception of a $9,800,000 proposed increase in Industry Partnerships, which the Governor has emphasized as a priority investment for workforce development.

Grants and Subsidies 2013-2014 Actual

2014-2015 Available

2015-2016 Budget

WIA – Adult Employment and Training $50,000,000 $50,000,000 $50,000,000 WIA – Youth Employment and Training $52,000,000 $52,000,000 $52,000,000 WIA – Dislocated Workers $109,000,000 $109,000,000 $109,000,000 TANFBG – Youth Employment and Training $15,000,000 $15,000,000 $15,000,000 Industry Partnerships $1,813,000 $1,813,000 $11,613,000

The Department of Human Services (DHS) has a proposed operating budget of $11.9 billion dollars. The Governor has proposed a $1,613,000, or 7% increase in TANF funding for workforce services.

New Directions 2013-2014 Actual

2014-2015 Available

2015-2016 Budget

TANFBG – New Directions $17,159,000 $22,497,000 $24,110,000 Career and Technical Education, within the Department of Education, has a proposed increase of $23 million dollars and an additional $2 million in Career and Technical Education Equipment Grants. The increase provides $8 million for career counseling services to help students prepare for future careers and $15 million in awards of approximately 30 grants each up to $500,000 to offer students with additional opportunities to earn college credit and industry credentials through work-based learning. At least one award will be granted in each workforce investment area. Grants and Subsidies 2013-2014 Actual 2014-2015 Available 2015-2016 Budget Career and Technical Education $62,000,000 $62,000,000 $85,000,000 Career and Technical Education Equipment Grants

$3,000,000 $3,000,000 $5,000,000

The state budget approval process will progress over several months and proposed allocations are certain to shift.

Requested Meetings with New State Agency Heads On January 23, 2015, immediately following the inauguration of Governor Tom Wolf, Philadelphia Works sent welcome letters to the new Secretaries of the Department of Labor and Industry, Department of Human Services, Department of Community and Economic Development and the Department of Education. These correspondences highlighted our work, expressed our ongoing commitment to excellence on behalf of the public workforce system and requested an introductory meeting with the new Secretaries who will oversee and partner with us on our work.

Resource Development Update The Commonwealth authorized the full $800,000 over two years in federal Job-Driven National Emergency Grant funds in response to our application to serve the long-term unemployed through on-the job training and other employment services. We have applied for Rapid Response Additional Assistance funds to hire staff that will specialize in serving this population through PA CareerLink® Philadelphia centers.

As part of an invitation-only grant process for local workforce investment boards, Philadelphia Works, in collaboration with the School District of Philadelphia and the Philadelphia Youth Network, submitted a Business Education Partnership Grant to the Commonwealth. If funded, the grant will expand the existing Manufacturing Internship Program and provide funding to establish a Business Education Partnership in Business and Financial Services. The overall goal of the program is to connect local businesses with school districts, increase awareness of technical education careers, and promote job opportunities and career pathways for youth and young adults.

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Additionally, Philadelphia Works, in collaboration with The Southeastern Regional PREP partners and

three Manufacturing Alliances in Southeastern Pennsylvania, submitted a grant application to the

Commonwealth to collaborate with the IRC Network to position and execute reshoring initiatives that

provide opportunities for outreach, education, and training on Total Cost of Ownership (TCO) for

reshoring capable manufacturers in Southeastern Pennsylvania. If funded this grant would provide

$350,000 to regional manufacturers to develop and implement a multi-disciplinarily and integrated

reshoring engagement model. This engagement model will identify, leverage, and provide resources to a

reshoring manufacturer by addressing their implementation gaps through a multi-organizational team

that has diverse expertise and takes into consideration workforce, financial, operational, marketing, and

other organizational development issues.

Cumulative Grant Activity

Subsequent to the Board approved Fiscal Year ending 2015 budget, Philadelphia Works has applied for

and received the following competitive grants from the funders listed below in support of workforce

development activities: AMOUNT FUNDING

AGENCY/GROUP

IN SUPPORT OF GRANT PERIOD

$74,243 Commonwealth of PA Program – Incumbent worker training for

the employee partners of the Southeast

Regional Industry Partnership

10/01/2014-

06/30/2015

$3,907 Commonwealth of PA Admin-For the Southeast Regional

partnership

10/01/2014-

06/30/2015

$62,000 Health & Human

Services – Temple

University

Administrative- for Recruitment & referral

activities of Low Income Individuals to the

Health Information Technology Program

07/01/2014-

06/30/2015

$20,000 United Way of SEPA Admin – general operating support 07/01/2014 –

08/01/2015

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AMOUNT FUNDING

AGENCY/GROUP

IN SUPPORT OF GRANT PERIOD

$500,000 Jobs 1st PA Regional

Grant

Capacity Building/ Program- To form a regional Workforce/Economic Development Collaborative to better connect Local Workforce Investment Boards (WIBs) and Partnerships for Regional Economic Performance (PREP) partners. This new effort will coordinate workforce recruitment, training programs, and economic development at a regional level. This increased coordination between two regional networks that represent job seekers and job creators is the mechanism by which employee recruitment efforts can be met and training programs can be developed to meet employer-demand.

07/01/2014-

06/30/2015

$20,000 Republic Bank Admin – For outreach and communications activities

07/01/2014-

06/30/2015

$10,000 Citizens Bank In support of Southeast Regional Workforce Development Partnership ( Advanced Manufacturing)

11/1/2014-

11/31/2015

$1,000,000 Philadelphia Housing

Authority (PHA)

Occupational training and job placement services for PHA residents

10/17/2013-

10/16/2015

$800,000 Commonwealth of PA Program and Admin – Job-Driven National Emergency Grant for on-the-job training and other services to long-term unemployed.

7/1/2013-

9/30/2016

$2,490,150 TOTAL

Workforce Services Delivery Strategy

Integrated Services Delivery

Philadelphia Works staff completed the No Wrong Door training in December and obtained knowledge

of the No Wrong Door vision, purposes, knowledge of and competence in all procedural requirements,

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and skills to apply these requirements to the day-to-day operations of the contractors. Staff continue to develop two specific work products to support successful No Wrong Door implementation: monitoring tools and new contractor staff training curricula — to ensure contractors comply with and successfully implement the No Wrong Door requirements.

PA CareerLink® Update Throughout the quarter, the WIA Title I contractor Public Consulting Group continued to deliver workforce services via the PA CareerLink® Philadelphia centers. Monitoring activities were also conducted to ensure compliance with workforce policy. Philadelphia Works staff had a particular focus on providing technical assistance to PCG to address performance. As a result, PCG has made a functional leadership change by creating a business services supervisor position that will coordinate employer services across the entire system. PCG continues to implement the new standard operating procedures that went into effect July 1, 2014 and is tracking what is working well and not so well in the new model. This will be important intelligence for Philadelphia Works as new contractors begin to implement the integrated service design.

EARN System Update The EARN system of providers, both EARN Center and Job Specific Skills Training Programs, ensures the provision and preparation for employment for job seekers referred by the County Assistance Office in Philadelphia. During this period, the system hosted the annual site visit conducted by the PA Department of Human Services (DHS), Bureau of Program Evaluation at the six EARN centers. DHS representatives met with EARN center staff and customers as well as reviewed case files for compliance as a part of the annual site visit process over a two-day period. Results of the review were communicated to Philadelphia Works as favorable and in compliance by DHS.

Beginning December 2015, the EARN system began the first stages of the transition process for the No Wrong Door Integrated Service Delivery model. Information sessions were held with the selected contractors that will be housed in the first integrated center at Suburban Station. Transition meetings were held as well as with the contractor that will close its EARN Center in March 2015. A timeline of tasks and events was shared and partners contributed to the discussion of the steps that will take place over the next four months.

Youth System Update

In January, the Philadelphia Council for College and Career Success released the Sixth Annual Report to Mayor Michael A. Nutter. The report chronicles the accomplishments made in 2014, highlights many successes and the value of the Council’s work, and envisions the future and the Council’s work ahead. Below are several highlights from the report: • Creating a citywide system for dropout prevention and re-engagement of disconnected students

3,360 Multiple Pathways to Graduation seats were secured. This is an increase in seats from the previous year.

• Aligning and monitoring funding streams The local public sector set records by investing nearly $8 million in WorkReady programs. Local

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business and philanthropic support created 1,750 summer work experiences. In fiscal year 2015, in addition to $12 million in WIA and TANF funding, an additional $16 million will be leveraged by the Philadelphia Youth Network to bring programs to scale, and significant resources and funding will be leveraged by the member organizations of the Council.

• Aligning resources that support a college-going culture The four-year high school graduation rate increased to 65 percent, an increase of 12 percentage points from the 2003-04 cohort. The six-year high school graduation rate increased to 70 percent, an increase of 10 percentage points from the 2003-04 cohort. PhillyGoes2College has served 30,000 people since 2010.

• Expanding and improving youth workforce development Nearly 10,000 youth were served in WorkReady year-round and summer programs. Eight-nine percent of WorkReady summer participants who complete contextual learning components were eligible to receive elective school credit; and 76 percent of all summer participants showed gains in 21st century skill areas.

• Influencing the design of an enhanced Career and Technical Education (CTE) system More than 5,000 youth were served across 114 CTE programs in the School District of Philadelphia. More than 2,000 certifications were earned. Forty-six principals enrolled in PACTA and Temple University’s CTE Director’s Program, and 545 CTE and academic teachers received supportive and technical training.

This work would not have been possible without the strength of this Council, bringing together leaders from every sector to leverage, align and build the systems and resources that have made this work successful.

Strategic Priorities

Mapping Career Pathways Workgroup During the last quarter, the Mapping Career Pathways workgroup drafted seven healthcare career pathways that will be vetted through the Healthcare Industry Partnership. This Industry Partnership is managed by District 1199C Training and Upgrading Fund. Philadelphia Works has engaged a consultant to assist us with product design and messaging. These career pathways will help youth and adult workers understand their options for advancement and the required education or credentials needed. Increasing Work-Readiness Workgroup The Increasing Work-Readiness workgroup cross-referenced the National Network of Business and Industry Associations’ Common Employability Skills with the workgroup’s draft work-readiness inventory. This information is currently being analyzed in an effort to publish a self-assessment tool. Aligning Labor Market Needs Workgroup The Aligning Labor Market Needs with Contextualized Literacy and Job Specific Skills workgroup conducted a survey to collect information on the barriers to employment, work history, and work experience of PA CareerLink® Philadelphia customers. This survey will help the workgroup understand

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the needs of hardest-to-serve adults, prepare for changes under the new WIOA regulations, and capture PA CareerLink® Philadelphia customer profiles before the integrated service delivery system (No Wrong Door) changes take place. Hardest-to-Serve Priority During this quarter, we continued to build capacity and focus resources to improve access to employment services for hardest-to-serve populations. We surveyed three other cities experiences implementing “Ban the Box” fair hiring rules for those with criminal records, presenting our findings to the Philadelphia Commission on Human Relations who will use the data to improve their awareness and compliance activities. We compiled a side-by-side analysis of our hardest-to-serve population list with the WIOA list of those with “barriers to employment” so we can align our work with the new legislation. Refer to the Hardest to Serve Subcommittee meeting summary for 2015 priorities.

Employer Engagement Activities Industry Partnerships Philadelphia Works continues to guide and support the activities of Philadelphia-Based Industry Partnerships (IPs). The Southeast Regional Workforce Development Partnership (SERWDP), combining the Advanced Manufacturing, Logistics and Transportation, and Food Manufacturing IPs, fully obligated and expended the $78,150 in Commonwealth IP training funds for FY2015 and is awaiting word on the availability and amount of funds for FY2016. We continue to provide technical support for regional Healthcare, the Sustainable Business Network, and District 1199C Direct Care industry partnerships.

The SERWDP continues its monthly meetings and ongoing analysis of strategic priorities, career pathways, and industry specific training needs. The employer members of the SERWDP revised their sustainability policy to increase the amount of employer contributions to their training. This step was taken to further assure all partners would have access to funding and the ongoing growth of the sustainability fund.

Ongoing activities will continue to be aligned with the strategic plan priority to increase services to small and medium-sized business as well as facilitating the establishment of new Industry Partnerships

Business Engagement The Philadelphia Works Business Engagement Team (BET) continues its ongoing efforts to increase visibility of the workforce system within the local and regional business communities. Informed by our strategic objectives, the BET continues to execute a comprehensive outreach strategy to cultivate new employer relationships. The team continues to market and deliver our subsidized training funds and PA CareerLink® Philadelphia related resources as a means of creating engagement and long-term partnerships with local employers. During this reporting period the BET has undergone training to align

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their activities with the emergent WIOA regulations and new workforce system operators. Additionally, the BET conducted a staff-wide meeting with the Philadelphia Department of Commerce’s Business Attraction Unit.

In alignment with our strategic objectives, the Business Engagement Team continues to conduct regular coordination meetings with PA CareerLink® Philadelphia center leadership and Business Services Representatives with a focus on outreach toward hiring within the Advanced Manufacturing, Energy, and Healthcare industry sectors. Ongoing projects include outreach related to our partnerships with the Philadelphia Housing Authority (PHA) and Temple University as well the utilization of specialized on-the-job training (OJT) funds. The outreach efforts of the BET remains focused on engaging small and medium-sized business within Philadelphia and the surrounding region through participation in regional career fairs and business association events. The Business Engagement Team works closely with several local chambers of commerce, regional workforce development groups, and is active in regular work groups. The BET continues to interface with our economic development partners, including the Philadelphia Industrial Development Corporation (PIDC), PHA, and the City of Philadelphia’s Commerce Department to more closely align our outreach efforts with the City’s business attraction and retention activities.

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

Aker Philadelphia Shipyard Allied Tube & Conduit Amuneal Manufacturing Brooks Instruments Brown’s Superstores Carmana Designs Computer Components Corp. Disston Precision Electro Soft HPT Pharma

Hyundai Rotem K-Mart/Sears Holding Lansdale Warehouse Logistics Monroe Energy Packaging Progressions Penn Engineering Personal Support Medical Suppliers Piasecki Aircraft PTR Baler United By Blue WES Health System

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Compact Activity The chart below represents only those Compact Signers with activity in the Workforce System

* includes all postings for jobs in the 5-county area Last Updated 2/19/2015 ** Regional partner

Compact Sign Date Company

PA CareerLink®

and TANF Hires

Job Orders

Posted*

WorkReady Intern

Hires 2014

WorkReady Intern Hires

2013 11/13/2014 Allied Tube & Conduit 3 8/29/2013 AmeriHealth Caritas 14 5 15 6/14/2013 Bancroft 1 1 11/17/2014 Brown's Superstores 3 10/22/2013 City of Philadelphia 10 30 100 7/15/2013 Comcast 7 57 55 55 10/18/2013 Drexel University 14 8 50 11/15/2013 Four Seasons Hotel 4 12/23/2013 JEVS 18 10/17/2013 KPMG 12 3 3/20/2013 Mercy Health System 3 5 15 11/15/2014 Packaging Progressions (PACPRO)** 4 6/26/2013 PECO Energy 2 13 38 32 10/18/2013 Pennoni Associates 6 9/30/2013 PeopleShare 15 13 1 11/12/2014 Piasecki Aircraft** 1 11/20/2014 PTR Baler 2 10/11/2013 Reed Smith 4 1 10/15/2013 Santander Bank 1 6/21/2013 Temple University Health System 1 34 5 1/5/2014 Wash Cycle Laundry 1 5 Total: 90 196 274 107

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The following companies have all signed Job Compacts with Philadelphia Works.

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Research, Labor Market and Performance Management

System Performance Philadelphia continues with strong cumulative performance for Workforce Investment Act (WIA) Title I adult, dislocated worker and youth performance metrics through the second half of the program year (July 1, 2014 – December 31, 2014) meeting 8 out of 9 measures. The youth placement rate fell .03 percent short of the goal, but this is not concerning at this time. (See pages 6 and 7 in the appendix document: Workforce System Quarterly Summary Report.) Activity in the PA CareerLink® Philadelphia system associated with enrollment into training and placement into unsubsidized employment continues to lag behind targets. Staff continues to monitor activity closely as we near system changeover into the integrated centers.

Labor Market Information Philadelphia’s unemployment rate remained unchanged over the last quarter of 2014 at 6.7 percent. Philadelphia’s unemployment rate continues to improve however; it is still .3 percent higher than in December 2007 before the Great Recession had an impact on employment. There are about 42,900 unemployed Philadelphians looking for work. We have more than 15,000 additional workers active in the labor market as compared to December 2007 and 12,500 more employed. Philadelphia’s labor pool has grown significantly over the past 7 years.

Website Update In alignment with the board’s strategic plan, updated information on Philadelphians involved in the labor market and new information on populations identified as the hardest-to-serve are now on the website. In the section, Philadelphia’s Labor Force, on the website we explore changes in employment, unemployment and attachment to the labor market over time and also by age, gender, educational attainment, race/ethnicity and. (http://www.philaworks.org/workforce-trends-data/philadelphias-labor-force) The second new page describes many of the populations defined as hardest-to-serve in the strategic plan. The Workforce Innovation and Opportunity Act (WIOA) requires our attention to those residents with barriers to employment. The descriptive information on these groups is critical knowledge for us as we move forward to adopt WIOA standards. (http://www.philaworks.org/worforce-trends-data/hardest-to-serve).

Policy

Policy Priorities To ensure that workforce development policies are informed by the system in Philadelphia, we have developed a policy agenda outlining our most significant policy priorities. A quarterly update is summarized below.

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The Workforce Innovation and Opportunity Act (WIOA) On January 5, 2015, the U.S. Departments of Labor (DOL) and Education announced that they plan to concurrently publish five Notices of Proposed Rulemaking (NPRMs) by the Spring of 2015 to implement the Workforce Innovation and Opportunity Act (WIOA), as opposed to releasing rules on January 18, 2015 as originally outlined in the law. They announced that two NPRMs will be issued in early 2015: one will be released together to address joint activities such as state plans, performance and aspects of the one-stop system; and a second which will cover the remaining DOL Employment and Training Administration (ETA) administered provisions. The Department of Education will concurrently release three additional NPRMs, one implementing the Adult Education and Literacy and two implementing WIOA amendments to the Rehabilitation Act of 1973. These NPRMs will be published in the Federal Register and posted on www.regulations.gov where public comments can be submitted following publication. After analyzing these comments, they will issue Final Rules by early 2016. In the interim, DOL released a guidance letter on February 19, 2015, outlining steps that workforce areas can begin to take to prepare for implementation.

Educating Candidates Philadelphia Works is actively pursuing opportunities to engage with declared mayoral candidates for the upcoming November 2015 election, prior to the primary election in May. Our strategy involves in-person meetings as well as the development of a policy platform, which we will utilize during candidate forums and other venues to receive candidates’ positions around jobs and the public workforce system.

First Source Hiring Philadelphia Works concluded our research of nationwide First Source best practices and presented our findings to Councilman Goode after consultation with the Commerce Department. As a result of our conversation, Councilman Goode introduced Bill Number 150010, legislation that requires all economic opportunity plans for projects that are reasonably anticipated to receive financial assistance from the city exceeding $250,000 to certify that they have entered into or have committed to enter into a First Source Employment Agreement. As noted above, Mr. Mark Edwards testified in support of this policy.

Policy and Advocacy Highlights Federal

NSC Sign-On Letter: Philadelphia Works signed on to a letter sponsored by the National Skills Coalition (NSC) urging the Administration in its FY2016 Budget request to:

• Reinvest in the skills of America’s workforce, including fully funding WIOA; • Restore “ability-to-benefit” under the Pell grant program; • Invest in proven and promising job-driven strategies; and • Request necessary funding to implement WIOA

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City

On December 10, Mr. Mark Edwards and Ms. Samea Lim met with Councilman Goode to provide an update of our work. During this meeting we offered information on the No Wrong Door process, First Source implementation and possible policy reforms. On February 10, 2015, Mr. Mark Edwards, Dr. Meg Shope Koppel and Ms. Samea Lim met with staff from Councilman Bobby Henon’s office to provide an overview of our work, our integration strategy, as well as the development of our career pathways. A follow-up meeting is scheduled with the Councilman on March 3, 2015.

External Relations

Major Meetings and Partnerships Our staff is committed to learning about best practices and aligning workforce services with education, literacy, human service and economic development activities. In this section, we report on new initiatives, significant milestones in our ongoing partnerships and important meetings and conferences attended by Philadelphia Works staff and board for the time period of December 1, 2014 - February 15, 2015.

Ongoing Partnerships Our partner Campus Philly held their annual meeting on December 8, 2014 at the Academy of Natural Sciences. Board member Mr. Alan Greenberger and Dr. Meg Shope Koppel attended and received a copy of the Campus Philly 2014 annual report on recent college graduates, Choosing Philadelphia.

Mr. Mark Edwards attended the December 9, 2014 oversight board meeting for the Mayor’s Office of Community Empowerment & Opportunity (CEO) which included highlights from the November “Uniting to Fight Poverty Summit” held at the Community College of Philadelphia’s Center for Business and Industry.

The Philadelphia School District’s Career and Technical Education (CTE) programs were evaluated by the district’s Office of Research and Evaluation. Dr. Lori Shorr, Co-Chair of the Council for College and Career Success, Dr. Shope Koppel and Ms. Lori Carter attended the forum on January 14, 2015 where results of a four-year study of students who were enrolled in CTE courses were presented. Teachers, principals, students and employers gave their feedback. The results show that CTE courses increase the probability of graduation in four years along with other findings showing overall stronger performance than comparable students.

Special Meetings and Conferences On December 3, 2014, Mr. Edwards participated in the 2nd Annual Power Talks roundtable discussion hosted by Philadelphia Chapter of the National Association for African American HR Professionals. This annual event is designed to help professionals uncover existing strengths, and develop new ones,

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nurture and define aspirations and move beyond professional and personal roadblocks. Roundtable participants spoke on such topics as personal branding, career strategies, executive/leadership developing, building market share and more.

Through Hands Along the Nile Development Services (HANDS), Philadelphia Works’ Manager of Training Ms. Johnetta Frazier participated in a reverse exchange program to Tunisia from January 3-17, 2015. HANDS (funded by the U.S. Department of State) brought professional fellows from Tunisia and Egypt to the United States last fall. Philadelphia Works hosted two Egyptian fellows as part of HANDS women’s economic empowerment program and their story was highlighted in the December 2014 board briefing book. During the HANDS exchange program, Ms. Frazier met the Tunisian fellows and learned about their work. Site visits were arranged to a metropolitan tech and business incubator, a rural women’s community development enterprise based on the extraction of essential oils, and included dynamic exchanges with the National Chamber of Women Entrepreneurs to the Tunisian League of Women Voters. A considerable amount of time was spent helping six female fellows develop grant proposals soliciting U.S. funds to start their own entrepreneurial initiatives.

Mr. Edwards attended the Mayor’s press event on January 12, 2015 where Mayor Nutter announced changes to the city’s civil service regulations to reflect a preference for AmeriCorps and Peace Corps alumni who apply for positions with the city of Philadelphia. This was in response to President Obama’s call for the city to be an Employer of National Service. Mr. Edwards also publicly committed to Philadelphia Works being an Employer of National Service.

Mr. Edwards attended the Philadelphia Chamber of Commerce Annual Mayoral Luncheon on January 29, 2015 where Mayor Nutter addressed the Philadelphia Chamber of Commerce and guests and provided an overview of some of the accomplishments his administration has achieved over the past seven years.

Media Outreach An article in the January/February issue of SmartCEO Magazine entitled “It’s Not All About the Money” featured Mr. Edward’s views on how to add value in a non-profit setting.

Mr. Edwards was also quoted in a February 10, 2015 Philadelphia Tribune article that recapped the recent hearing on the First Source Jobs Policy where he testified in support of the initiative.

A press release announcing the locations and service providers associated with the No Wrong Door initiative was released on February 9, 2015.

Planning is underway for a major press event in April with Mayor Nutter (and possibly Governor Wolfe) to officially open the first integrated PA CareerLink® center at Suburban Station.

See the Media Notebook for recent news clips.

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Outreach and Engagement Activities In January, Philadelphia Works sent the winter edition of its e-newsletter to partners and stakeholders. Topics included an overview of the WIOA briefing sessions that Philadelphia Works held in conjunction with the Philadelphia Youth Network; a recap of the Hands Along the Nile Development Services visiting Professional Fellows from Egypt; a summary of the employer and job seeker success stories that were presented at the December board meeting; and an update on the members of the Southeast Regional Workforce Development Partnership who signed Jobs Compacts with Philadelphia Works. The next e-newsletter will be sent in the spring.

An e-newsletter specific to our No Wrong Door initiative was sent to our partners and stakeholders on February 18. The e-newsletter provided a brief overview of No Wrong Door; announced the selected cross-center and center service providers; outlined the new locations and areas served and provided links to the No Wrong Door Fact Sheet and Timeline that are on the Philadelphia Works’ website.

Human Resources

Staff Training The Human Resources Department conducted three workshops for staff to enhance their knowledge of SMART goals and review individual goals for 2015.

The Director of Human Resources attended a program entitled “Refocusing & Recharging Your Team for the New Year” as part of a series of HR events for continued HR certification.

Finance All accounting and reporting to funding agencies were timely completed and submitted to the respective funding agencies for the six month period ended December 31, 2014. (Financial documents may be found in the appendix.)

Philadelphia Works financial position remains strong with current assets exceeding current liabilities by $1.6M. Philadelphia EARN operations continue to operate at cost reimbursement resulting in a total cash advance of $5.9M. These advances represent performance bench marks achieved in FY2014 and FY2013 for which cash has been received, however lack invested costs in order be earned. The EARN system needs to accelerate investment in order to earn available revenue. Enhanced investment will most likely also result in increased EARN performance.

WIA operations are proceeding as expected, however investment in training related activities is less than expected.

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Audit fieldwork for the annual Government Accounting Standards audit for FY2014 was substantially completed in December. The Audit and Financial Compliance Sub-committee and the Finance Committee reviewed the draft in February and will present this to the full board for approval at the March Board meeting.

Compliance In follow up to the Risk Assessment Summary, and based on input received from Senior Leadership, the Compliance Department reviewed those risks recognized as having inadequate controls in order to begin the implementation and improvement process. The top four risks were subsequently prioritized based on the greatest probability and impact and new and stronger controls were identified in order to minimize exposure to the organization. It is anticipated that these controls will be implemented by year end, and include an increase in measures for the protection of confidential and proprietary information, revisions to the Record Retention Policy, management training for new contractors and policies and procedures education for internal managers.

The Annual Self-Assessment of the inaugural Compliance Plan was completed in January and a draft was circulated to senior leadership shortly thereafter. No major findings were noted however several recommendations to increase efficiencies and decrease risk were made. Such recommendations include an update of the internal and external website for simple accessibility of employee policies, additional compliance training for employees, modification of document management and storage and updates to grievance and appeals processes.

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Business Meeting Summary

Thursday, December 18, 2014 3:00-5:00 PM Chair: William Strahan

Welcome & Call To Order Mr. William Strahan called the meeting to order at 3:10 PM. After brief remarks, he asked for a motion to approve the consent agenda. A MOTION was made by Mr. Patrick Eiding and seconded by Ms. Regine Metellus. ACTION: The motion passed with unanimous consent. CEO Report Mr. Mark Edwards referred the board to the written CEO report in the board briefing book. He then reviewed some of the major highlights of the progress this organization has seen and thanked members of the board, staff and partners, for their hard work and dedication to bring the work to fruition. Some of those highlights included the smooth merging of PWDC and PWIB into Philadelphia Works, the successful re-sizing of the system after 48 percent budget cuts, the outsourcing of the PA CareerLink® Philadelphia to the Public Consulting Group, the 2-year strategic planning process that resulted in the formulation of our strategic priorities, much of which is now written into the new WIOA laws, and the launching of our Jobs Compacts project which has resulted in 90 percent of our board now using the public workforce system. Mr. Edwards noted that we are now poised to implement the No Wrong Door plan with the launching of our first integrated center. Lastly, Mr. Edwards spoke briefly about the opportunity we have, through our relationship with Comcast and the City of Philadelphia, to participate in a pilot project initiated by the White House, concerning IT related jobs. He noted that this opportunity is a testament to the trust this organization has earned over time. Customer Testimonials Ms. Nancy White introduced several of Philadelphia Works’ employer- partners, and their employees, who addressed the board and staff to recount their experiences with the workforces system. See pages 3, 4 and 81 in the board briefing book for more information. The stories they shared brought to life the positive effect our workforce system has on the lives of individuals in our community. It elicited excitement and discussion with the board. Youth Council Mr. Patrick Eiding updated the board on the work of the Youth Council. The

IN ATTENDANCE Members: Agnew, Agnew Barnett, Phillip Donald, David Edwards, Mark Eiding, Patrick Franks, Peter Gillece, Jim Greenberger , Alan

Delegate- Gallier- Howard, Sylvie

Grose, Ed Hunt, Tracee Jones, Margaret Mandujano, Gabriel Metellus, Regine Parente, Joseph Rényi, Judith Riley-Wasserman, Elizabeth Romero Mitchell, Norma Spector, Jay Strahan, William Trout, Wayne Tubolino, Peter Zhmurkin, Dmitry Delegate- Nichols, James Regrets: Bartolomeo, Anthony Boyer, Ryan Grady, John Pullen Ross, Nicole Raju, Ajay Rosenberg, Alan Tyler, Bud Guests: Broswell, Willie Mae Buehler, Susan Clark, Jim Clark, Sophia Coco, Roy

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WorkReady Summer 2014 program served 8,195 youth in 2014, and the local business and philanthropic community supported over 1,750 of these slots. The WIA-Funded Year-Round Programs request for proposal (RFP) was released on October 10, 2015. A list of recommended contracts will be brought to the board in March of 2015 for approval. The Youth Council met in October, at which time Dr. Lori Shorr provided an update on the strategic planning process completed. The new structure proposed for the council includes three new subcommittees: Investment, Alignment and Advocacy. Mr. Eiding brought two motions before the board on behalf of the Youth Council. The Council recommends the approval of the renewal procurement process for the 2015 WorkReady summer program contracts in lieu of issuing a new RFP, as permitted by the WorkReady Philadelphia Summer 2014 Programs RFP. Mr. Eiding reviewed the background to this action and asked if there were any questions. As there were none, Mr. Strahan asked for a motion from the board. A MOTION was made by Mr. David Donald and seconded by Mr. Peter Tubolino. ACTION: The motion passed with unanimous consent. The second action requested by the council asked the board to establish a YouthWorks Administrator RFP Ad Hoc workgroup to oversee the competitive bidding process to select a YouthWorks Administrator. Mr. Eiding reviewed the background of this action. As there were no questions, Mr. Strahan asked for a motion from the board. A MOTION was made by Mr. Ed Grose and seconded by Dr. Judith Rényi. ACTION: The motion passed with unanimous consent. Board Development Ms. Andrea Agnew reported out for the committee. In order to manage the size of the board when the new WIOA rules take effect, the committee recommends a revision of the by-laws to allow for 1 year re-appointments. The recommendation will be made to the executive committee in January and come before the board in March of 2015. Ms. Agnew then asked our two retiring board members, Mr. Phillip Barnett and Ms. Elizabeth Riley-Wasserman to come forward and receive a token of the board’s appreciation for their years of service. Several board members spoke to praise their tremendous contribution as board champions. Finance Mr. Phillip Barnett discussed the Financial statements as of September 30, 2014 pages 103-109 in the board briefing book. There was a discussion about performance dollars budgeted compared to what was earned, and the difficulty providers faced reaching and then validating performance benchmarks set by

Collins, Shaunte Fulmore-Townsend, Chekemma Gambone, Stephanie Ginyard, Frank Heath, Napoleon Jachimowicz, Maia Javier, Reg Kenney, Eileen Li, Lirui Lustick, Alex Morris, Mike Robinson, Nettie Saadat-LatjeVardi, Leily Sanders, Dorien Sternhell, Rich Styer, Alex Thornton, Raymond Want, Jen-Chin Watzman, Bethany West, Joseph Woods, Nicki Staff: Burke, Marsha Dobson, Marlene Frazier, Johnetta Givens, Denise Jenkins, Tiffany Jezierski, Adrian Kirby, Susan Kozlowski, Joseph Krasnisky, Suzanne Lim, Samea Oglesby, Brian Polisher, Rachel Porter, Dale Randall, Rita Riley, Sharon Rivera, Melissa Shope Koppel, Meg Smith, Tim Stanford-Allen, Barbara Vayner, Elena Vishnyekova, Anastasia White, Nancy

the state in order to earn those dollars. The overall effect of these challenges diminishes the volume of clients the system is able to serve. After lengthy discussion of these issues, Mr. Strahan suggested that the committees might discuss the opportunities for addressing these issues. Mr. Strahan asked for a

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motion to approve the financial statements. A MOTION was made by Ms. Andrea Agnew and seconded by Mr. Peter Franks ACTION: The motion passed with unanimous consent. The Audit and Finance subcommittee met on November 24th, 2014. They elected a new chair, Mr. Steve Glueck. The committee agreed to meet 3 times a year: pre audit planning, post audit results and a general financial compliance meeting. Research & Policy Dr. Judith Rényi referred the members to the quarterly report beginning on page 111 of the board briefing book, as well as the dashboard of performance metrics on pages 5-6. The draft of the small business research report will be coming out in January. Research & Policy is working on a portion of a new Jobs Commission report to track the impact of investments by the city on job creation, specifically- how various workforce development programs supported job creation and retention. As regards the Workforce Investment and Opportunity Act (WIOA), The Philadelphia perspective on WIOA (pages 87-96 in the board briefing book) was sent to the Department of Labor and Industry and to the White House. Adjournment Before adjourning, Mr. Strahan asked Mr. Richard Sternhell and Ms. Leily Saadat-Lajevardi from the Compass strategic business consulting project, to tell the board about their organization and the pro-bono work they are providing for us as the direct result of a grant we won by competitive bid. The focus of the work is to ascertain how the workgroups, charged with implementation of the strategic plan, can function most effectively. The fact finding process is under way. They depend upon the candid input of our board and staff in order to come up with an output that has value for us. There being no new business, the chair adjourned the meeting at 4:30 PM.

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Executive Committee Meeting Summary

Monday, November 10, 2014 2:00-3:30 PM Chairperson: William Strahan

Welcome & Chair’s Remarks Mr. William Strahan brought the meeting to order at 2:00 PM. Roll was called for members dialing in. MOTION: The chair called for a motion to approve the Executive Committee minutes dated August 14, 2014. A motion was made by Mr. Patrick Eiding and seconded by Mr. Mark Edwards. ACTION: The motion was approved by unanimous consent.

Philadelphia Works CEO Report Mr. Mark Edwards reported that on Friday, November 7, he and the chair met with Mayor Nutter to give an update on the workforce system and, in particular, progress with the No Wrong Door initiative, including site and provider selection. The Mayor offered feedback around a more aggressive timeline for openings. Opportunities will be explored with the appropriate committee. The decoupling of the provider/landlord issue was discussed; the Mayor will provide his support of our decisions. Committee and Ad Hoc Updates Youth Council Mr. Anthony Bartolomeo reported for the Youth Council, which met on October 21. He gave an update on the final WorkReady Summer Program numbers, the WIA Funded year-round programs Request for Proposals (RFP), as well as the new subcommittee structure as a result

IN ATTENDANCE MEMBERS: Phillip Barnett Anthony Bartolomeo David Donald Patrick Eiding Tracee Hunt Maia Jachimowicz Regine Metellus Ajay Raju Judith Rényi Nicole Pullen Ross William Strahan (Chair) STAFF: Lori Carter Mark Edwards Susan Kirby Suzanne Krasnisky Meg Shope Koppel Dale Porter Rachel Polisher Sharon Riley

of strategic planning. Mr. Bartolomeo noted that for the fourth consecutive year Philadelphia met or exceeded performance goals for all three youth related WIA common measures. The Council recommends the approval of the renewal procurement process for WorkReady summer 2015 program contracts in lieu of issuing a new RFP, as permitted by the WorkReady Philadelphia Summer 2014 Programs RFP. The second action before the committee is to ask the board to establish a YouthWorks Administrator RFP Ad Hoc workgroup to oversee the competitive bidding process to select a YouthWorks Administrator. Mr. Strahan asked for a single motion approving these items to go before the board. A MOTION was made by Mr. Eiding and seconded by Dr. Judith Rényi. ACTION: The motion passed with unanimous consent. Board Development Mr. Ajay Raju reported that 2 board members, Mr. Peter Franks and Mr. Jay Spector, will reach their full term limits in January 2015. Mr. Phillip Barnett and Dr. Elizabeth Riley-Wasserman will rotate off the board at the end of this calendar year. The committee recommends Ms. Maia Jachimowicz be appointed to the board. She has been asked to lead the Research & Policy committee. Lastly, in order to manage the size of the board when WIOA is enacted, the committee recommends an amendment to the by-laws to allow for 1 year reappointment of board members. Amended language will be presented at the next executive committee meeting at which time the

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committee will seek approval to make such recommendations to the board. MOTION: Mr. Bartolomeo made a motion to approve. ACTION: Mr. Eiding seconded. The motion passed with unanimous consent. Finance Mr. Barnett reported for the Finance Committee. The audit will be complete in December. The September financials were circulated to the finance committee; all findings were in line with expectations. Mr. Porter will send electronically updated financials. There was discussion about the challenges of performance revenue, the validation process and our fiduciary responsibility regarding money received for performance that may have to be returned to the commonwealth. There was additional discussion around getting more direction/clarity from the state concerning our obligations and risks where this money is concerned. Mr. Porter explained that treasury pays on information contained in CWDS, and there have been instances where funds were received that were not validated. When validation is complete any difference between funds received and validated is either accounted for in a subsequent payment or recorded as amounts owing to the state. Performance revenue is earned when performance benchmarks are achieved and investment in the system has occurred. MOTION: The chair called for a motion to approve financial statements ending September 30, 2014. Dr. Rényi made a motion, seconded by Mr. Eiding. ACTION: The motion passed with unanimous consent. Human Resources Ms. Tracee Hunt reported that the Human Resources committee has been in the process of finalizing the compensation survey. The committee feels comfortable with the market competitiveness of the salaries and compensation at Philadelphia Works with a comp-ratio of 94% within the market. The RFP for a search firm for COO was released. There were 6 responses. Research & Policy Dr. Rényi noted that research concerned with WIOA would remain front and center for the committee for some time to come. The Philadelphia Perspective on WIOA was included in the materials packet, and a board briefing was held on October 24. This was followed by listening sessions with members of the public, mostly attended by heads of community-based and partner organizations. Results of the breakout sessions were incorporated in the Philadelphia Perspective on WIOA. Dr. Rényi noted that WIOA will affect board structure. The State will come out with guidance in regard to the WIOA requirements for the local plan in the next year.. Finally, the Jobs Commission report requires the Philadelphia Department of Commerce and Philadelphia Works to prepare a report for City Council on the return on investments made by the city that resulted in job creation. This report will be due late January/early February. The research committee will review the report before it is submitted. Workforce and Economic Development Mr. David Donald reported for the WED committee. He noted that on Friday there will be a special board meeting to move forward the following recommendations made by the WED committee: I. Approve the sites that will house the integrated services centers. Mr. Strahan asked for a motion. MOTION: Mr. Eiding made a motion, seconded by Mr. Strahan. ACTION: The motion passed with unanimous consent. II. Approve the No Wrong Door Contractors: Impact Services, JEVS, Congreso, Nueva Esperanza and one alternate, SERCO. Mr. Strahan asked for a motion. MOTION: Mr. Eiding made a motion, seconded by Dr. Rényi. ACTION: the motion passed with unanimous consent. III. Approve Cross-Center Services Contractor- EDSI. Mr. Strahan called for a motion. MOTION: Ms. Hunt made a motion, seconded by Mr. Barnett. ACTION: The motion passed with unanimous consent. IV. Approve JSST Providers for FY16. Mr. Strahan asked for a motion. MOTION: Mr. Eiding made a motion, seconded by Mr. Barnett. ACTION: The motion passed with unanimous consent.

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Hardest-To-Serve Subcommittee Dr. Meg Shope Koppel gave a brief update, noting the subcommittee’s work on some of the following projects: the Re-Entry Coalition’s Employment Committee is creating a job development toolkit to increase knowledge of tax credits and other incentives to hire returning citizens; the subcommittee is providing supportive research on Ban-the-Box for the Philadelphia Commission on Human Relations- looking at other cities to understand the impact of the program; the subcommittee is reviewing case management software with the goal of reducing duplicative data entry; and, members are discussing the expansion of the Hardest to Serve committee membership to include pertinent other groups across the city.

Mr. Edwards discussed the agenda for the upcoming board meeting. There being no new business, the meeting was adjourned at 3:45.

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Special Session

Executive Committee Meeting Summary Tuesday, December 9, 2014 8:00-8:30 AM

Chairperson: William Strahan Welcome & Chair’s Remarks Mr. William Strahan brought the meeting to order at 8:00 AM. The purpose of the meeting is to serve as a general update and information session as a follow up to the November 14 special session of the board.

Fourth Site Selection Mr. Mark Edwards noted that on 11/14/2014 the board empowered the committee to make a selection for the fourth site: N. 5th Street/Nueva Esperanza or 2301 East Allegheny site and empowered the RFI committee to make a final selection. The N. 5th Street site was selected. There were no questions. JSST Correction Ms. Susan Kirby gave background on this item, noting that 2 contracts had been awarded to Congreso, one as a JSST provider and one as a center provider. At the bidder’s conference this had been disallowed. The 2 evaluation committees had worked in isolation of each and the error was not caught in time. As a result, Congreso turned down the center manager contract in favor of the JSST provider contract. SERCO will be offered the center manager contract. There was discussion about Congreso’s decision. Mr. Edwards will call Congreso and SERCO. Letter to both will follow. Mr.

IN ATTENDANCE MEMBERS: Phillip Barnett Anthony Bartolomeo David Donald Patrick Eiding Tracee Hunt Maia Jachimowicz Regine Metellus Ajay Raju Judith Rényi Nicole Pullen Ross William Strahan (Chair) STAFF: Lori Carter Mark Edwards Susan Kirby Suzanne Krasnisky Meg Shope Koppel Dale Porter Rachel Polisher Sharon Riley

Strahan asked for a motion to approve offering a contract for Congreso as the JSST provider and SERCO as the center manager. MOTION: Mr. Patrick Eiding made a motion, seconded by Dr. Judith Renyi. ACTION: the motion passed with unanimous consent. What Sites Go Where and Why Mr. Edwards gave background and rationale in regard to the No Wrong Door initiative memo, including the sequencing of sites in accord with their leases, considerations to minimize disruption to clients across the system, and surveys done with PA Careerlink® customers. Ms. Susan Kirby detailed the following locations and their associated providers. 1. Suburban Station JEVS (Schedule to open in April 2015) 2. 3901 Market Street- SERCO 3. Germantown- Impact Services 4. 4261 N. 5th Street- Nueva Esperanza

There were questions and comments regarding clarification of some of the decision making processes. It was confirmed that all centers will be monitored equally, and separate contracts will be written for locations and for services. Executive Session- The committee went into executive session, at which time the meeting was adjourned.

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Philadelphia Council for College and Career Success Quarterly Update

January 2015 Presiding Chairperson: Anthony Bartolomeo

January Meeting Due to inclement weather, the quarterly meeting for the Philadelphia Council for College and Career Success (the Council), scheduled for Tuesday, January 27, was cancelled. Council materials and updates were provided via email. Two Council recommendation votes were administered via secure email to Council members and delegates without conflicts of interest. The 6th Annual Report to Mayor Michael A. Nutter The Council’s Sixth Annual Report to Mayor Michael A. Nutter was released. Council members have spent the past six years dedicating time, efforts, and resources to ensure Philadelphia’s youth become productive citizens who are educated and ready to participate fully in our region’s workforce. The Council’s work has changed and grown to meet the needs of the current economy, changing workforce demands, and employment realities. The report chronicles the accomplishments made in 2014, highlights the value of collective impact, and envisions the future of the Council’s work ahead. Project U-Turn Update GradNation Community Summit Planning is underway for the 2015 GradNation Community Summit in Philadelphia. In November, Project U-Turn was awarded a $15,000 seed grant by America’s Promise Alliance to plan a community summit highlighting the best practices and latest research efforts in support of local dropout prevention efforts being implemented to help raise graduation rates. The Alliance is committed to supporting at least 100 community summits across the nation in support of the Grad Nation goal for reaching a 90 percent national graduation rate by 2020. These summits are supported by the Alma J. Powell Community Action Fund – a campaign dedicated to raising $75 million over the next eight years to support dropout prevention efforts across the country. Project U-Turn has established a summit planning committee to spearhead preparations leading up to the summit, which is slated to take place this spring. For additional information, please visit www.americaspromise.org/program/gradnation. Social Innovation Fund (SIF) Grant The Philadelphia Youth Network, on behalf of Project U-Turn, has requested a three-year, $900,000 grant to implement Back on Track intervention services at four E3 Power Centers currently serving opportunity youth (OY), primarily boys and young men of color, across Philadelphia. Project U-Turn has demonstrated its capacity to significantly improve education and employment outcomes for OY in Philadelphia and is pursuing funds to expand and scale Postsecondary Bridging services at Philadelphia’s four E3 Power Centers. Centers will integrate features of the Post-secondary Bridging phase of the Back on Track model including elements of: supported dual enrollment; a focus on college knowledge and success strategies; and personalized guidance and connection to best bets. The Postsecondary Bridging class will combine a

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focus on more advanced instructional practice with on-going pre-college-readiness activities and exposure opportunities. The course will be delivered in three phases – Intro to College Bridge; Dual Enrollment/First College Experience; and Placement Support. The collaborative will focus on achieving system-wide impact using three collective impact strategies: 1) aligning systems and resources to support OY along the education and employment pathways, including postsecondary bridging, 2) promoting policies to support and strengthen postsecondary bridging for OY; and 3) identifying and coordinating with other alternative education programs that could potentially incorporate Back on Track interventions and/or elements into their programs. Awarded applicants will be notified in March. E3 Power Centers Featured in Center for Promise White Paper This month, the Center for Promise (America’s Promise Alliance), in collaboration with Tufts University's School of Arts and Sciences released, “Back to School: Exploring Promising Practices for Re-Engaging Young People in Secondary Education,” a white paper on re-engagement as a follow-up to the 'Don't Call Them Dropouts' report, released in May of 2014. In October, seven youth from E3 Power Centers participated in a focus group facilitated by the Center for Promise to share their views on re-engagement and their individual experiences as E3 students. The model was one of eight programs featured in the publication, which focuses on the role that initiatives like Project U-Turn play in the reengagement process and is designed as a resource for educators, practitioners, community stakeholders, communications professionals and policymakers interested in supporting out-of-school youth who wish to obtain a high school credential. The paper also explores ways to strengthen and expand reengagement options for young people who need more time or alternative pathways to finish school. WorkReady Update 2014 Breakfast of WorkReady Champions and WorkReady Report The 2014 Breakfast of WorkReady Champions was held Thursday, November 13. Key city leaders congratulated more than 200 investors who supported summer and year-round, educationally-enriched work experiences for Philadelphia's young people through WorkReady Philadelphia. The combined efforts of private, public and nonprofit sectors yielded high-quality workplace experiences for nearly 10,000 young people this past year. Mayor Michael A. Nutter served as the keynote speaker, and touted city leaders for their participation in fueling WorkReady this year. During the event three awards were given to recognize institutions filled with leadership that reflects the heart of WorkReady's success.

• The Connect Award recognized the transformational power of linking youth to systems, services and stakeholders that expanded the window of opportunity for youth as they pursue individual and professional success. Awarded to: The City of Philadelphia – Department of Human Services.

• The Invest Award recognized the inspirational action needed to exemplify the value of youth achievement and accelerate positive results in the broader community. Awarded to: United Way of Greater Philadelphia and Southern New Jersey.

• The Achieve Award recognized the inspirational action needed to exemplify the value of youth achievement and accelerate positive results in the broader community. Awarded to: TD Bank.

For a complete list of WorkReady 2014 investors, visit http://www.pyninc.org/workready/investors.php. During the event, the 2013-2014 WorkReady Annual Report was released. The Report is themed Connect. Invest. Achieve. The report highlights the many components integral to the overall system and mission of expanding career-connected opportunities, including providers, investors, worksites, and youth. The full 2013-2014 WorkReady Report can be viewed at www.workreadyphila.org.

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Career and Technical Education (CTE) In January, the School District of Philadelphia Office of Career and Technical Education, in collaboration with the Office of Research and Evaluation, presented a “Research to Practice Forum Series – Career and Technical Education.” During the forum, results were presented from a four-year study of students from the District’s Class of 2014 enrolled in CTE programs in all schools. A panel of teachers, principals, students, and industry partners provided feedback and commentary on the results of the study. CTE programs served 5,143 youth in the last program year. Over 2,000 certifications were earned through 114 CTE programs offering 56 unique industry credentials. Two All Academy High Schools were established – Abraham Lincoln High School and Roxborough High School. Additionally, 84% of CTE program students in the 2010-2011 first time 9th grade cohort graduated in four years. Council Subcommittee Structure Over the next few months, the Council will roll out a new subcommittee structure consisting of three new subcommittees. This structural shift comes at the end of the Council’s year-long strategic planning process focused on expanding and enhancing the Council’s work. These subcommittees are designed to functionally align with the Council’s work and accommodate an expanded scope of work.

• The Practice & Performance Subcommittee will focus on the Council’s direct program and funding oversight. The subcommittee will recommend and review investment strategies, program design, and provider procurement and performance related to WIOA, TANF-YD, and Perkins funding.

• The Alignment Subcommittee will focus on the Council’s work connecting systems and partners aligned with the Council’s goals. The subcommittee will convene Council members, system partners, and leaders from multiple citywide initiatives (such as WorkReady, Project U-Turn, PhillyGoest2College, and more) to critically consider and develop plans for collectively achieving the Council’s goals and strategic priorities.

• The Policy Subcommittee will focus youth-related policies and legislation. The subcommittee will share and review pressing needs and opportunities for policy changes, monitor on-going legislation, and develop strategies to inform and involve the Council and its partners.

The new subcommittee structure will be implemented within the first quarter of 2015. Project U-Turn and WorkReady Collaboratives will no longer function as Council subcommittees, they will continue to meet, move their campaigns forward, and remain closely aligned with the Council. Council Recommendation Votes Due to the January 27 meeting cancelation, Council recommendation votes were administered via secure email. Council members and delegates were given secure online access to Recommendation Memos with context and details for two TANF-YD votes, as well as a ballot for vote submission. TANF-YD Year-Round Investment and Contact Renewals The Council annually recommends funding a portfolio of providers to implement year-round programs to provide educational and career preparation services to high-priority populations across the City. Contracts are typically procured with an option for two additional renewal years. This is the third year of operating and final year for renewal. As with previous years, year-round programs are expected to be supported through a blended investment strategy combining TANF-YD funds with funds leveraged by the

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Department of Human Services. TANF-YD resources for year-round programming in Fiscal Year 2015 are currently projected to remain level and projected to remain level in Fiscal Year’16. As such, Fiscal Year’16 program contracts are planned with these projections in mind. TANF-YD Summer Investment and Contact Renewals The Council annually recommends funding a portfolio of providers to implement summer WorkReady programs across three program models (service learning, work experience, and internships) as a workforce preparation strategy. The summer employment programs provide valuable work-based learning experiences that reinforce the connection between work and learning. The recommendation is to invest projected TANF-YD funding allocated for summer programs to renew contracts procured via RFP for summer 2014 programs, fund indirect and program support, and to allow any additional funding to support additional slots across the approved contracts pending analysis of provider capacity. If approved, contracts will operate to support WorkReady Summer 2015 for the period of April 1, 2015 – September 30, 2015. Funding levels are based on projections; official levels of TANF-YD funding will be finalized upon the release of the budget.

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Board Development Committee Summary Wednesday, January 14, 2015

Chair: Ajay Raju

Welcome and Chairs Remarks: Mr. Ajay Raju brought the meeting to order and asked Mr. Edwards to review the agenda. Review excused absences and discuss board engagement All absences were excused and there were no concerns. The board is adequately engaged. Review board member’s committee affiliation Document was reviewed and all items were in order. Nothing noteworthy that requires discussion.

MEMBERS: Ajay Raju Maia Jachimowicz Andrea Agnew STAFF: Mark Edwards Rachel Polisher Sharon Riley

Upcoming Term End Dates Two board members terms expire this month, Jay Spector and Peter Franks. Both have met their 6 year cap. Peter will be stepping down this month. The committee recommends that the Mayor be asked to reappoint Mr. Spector for another 2-3 years in a discretionary role. Mr. Spector represents JEVS, and so it a community based mandated partner. Under the new WIOA rules this will fall under a new category of labor, he will be a required and mandated partner . 5 board members will expire before WIOA is enacted. After WIOA is enacted, another 5 will expire.

From WIA to WIOA Ms. Sharon Riley reviewed a side by side comparison of board membership, looking at the present membership under WIA, compared to the future members under WIOA. The major difference between the old and the new is that Labor & Apprentice category is up to 20% and that the community-based organizations will be included in that category. If we add new private sector individuals, our labor category will need to increase to remain at the new requirement. The recommendations memo for board appointments and reappointments was reviewed and discussed. In January 2016 there are a number of board members whose terms will also time out. Ms. Jachimowicz asked that this information be flagged for the Mayor.

Change to By-Laws A change to the by-laws was reviewed and discussed. The change would be to include 1 year re-appointments. The language “…for a term not to exceed 3 years” was discussed. The committee was in accord on this change. There being no new business, Mr. Raju adjourned the meeting.

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Philadelphia Works, Inc. Amended and Restated Bylaws

Page 5

Directors shall be appointed for two- or three-year terms and may serve a maximum of six consecutive years, with the exception of a Director who serves as Chairperson in the last year of his term. In this case, the Director may remain on the Board as "past Chairperson" for the duration of the subsequent Chairperson's term. Re-appo in tments sha l l be made for a length no t to exceed th ree years. Re-appointments beyond the initial term of service are at the discretion of the Mayor.

Representatives of the Community College of Philadelphia, the School District of Philadelphia, and any other representatives specifically designated in the statute will have standing seats. Any Director may be re-appointed beyond the maximum term of service set forth in these bylaws at the discretion of the Mayor.

Notwithstanding anything contained in this Section 3.2(a) to the contrary, the initial composition of the Board shall comprise the members of the WIB at the time of the adoption of these bylaws. Such Directors shall be entitled to serve out the remainder of their current terms in accordance with the provisions of the bylaws of the WIB. (b) Compensation

Subject to Section 7.4 of these bylaws, no compensation shall be paid to any Director. By resolution of the Board, reasonable expenses may be allowed for attendance at regular and special meetings of the Board.

Section 3.3 -ROLES AND RESPONSIBILITIES OF DIRECTORS

General roles and responsibilities of Directors, but are not limited to: (a) attendance, in person, at quarterly meetings of the Corporation;

(b) committee participation as appropriate;

(c) compliance with governance principles as defined in Article 2;

(d) compliance with the Code of Conduct and Conflict of Interest Policy;

(e) compliance with these bylaws; and

(f) adherence to the Corporation Member Job Description (Appendix IV).

Section 3.4- RESIGNATION POLICY

Any Director may resign at any time, such resignation to be made in writing to the Mayor and copied to the Chairperson, and to take effect at the time specified therein, or if the time of its receipt by the Chairperson. The acceptance of a resignation shall not be necessary to make it effective.

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Finance Meeting Summary

Monday December 1, 2014 10:00-11:00 AM Chair: Phillip Barnett

Welcome and approval of prior meeting minutes The monthly Finance Committee was held on December 1, 2014. The meeting was called to order by Mr. Phillip Barnett at 10:00 am. Motion to approve prior meeting summary minutes held on September 4, 2014 was approved. Mr. Dale Porter gave a brief update of the prior meeting regarding the purchase of software for the Integrated Service Model. Philadelphia Works entered into a contract that will allow for a 30% retainage from Client Track as recommended by the Committee. Philadelphia Works also engaged a project management consultant at a rate of $100 per hour, with a contract cap of $55,000. The software is scheduled to be fully implemented by April 1st.

IN ATTENDANCE MEMBERS: Phillip Barnett Ed Grose REGRETS: Regine Metellus Joseph Parente Pat Eiding (phone) STAFF: Joseph Onorato Dale Porter Gail Winkle

Operations Narrative and Financial Statements for the three months ended September 30, 2014 Mr. Joseph Onorato presented the financial statements for the three months ended September 30, 2014. Mr. Porter explained in detail deferred revenue included in the accounts receivable. The 9.9 MM due to sub recipients, is the result of, no EARN payments being made in the first quarter. The other large number is deferred revenue that is cash received for performance in advance of earnings. We are starting to see some activity from the EARN centers they are re-staffing up to earn some of this money. Due to the Commonwealth are funds owed to the Commonwealth for over accruals, disallowed costs and funds due from one vendor under a long term payback arrangement. The “Due to Commonwealth” procedure is the Commonwealth preferred method of repayment. The long term payback agreement has been fulfilled therefore this balance should no longer continue to increase. Mr. Phillip Barnett asked a question regarding the investment policy and Mr. Porter responded that he will look into options to give more security to our large cash balance. Mr. Porter stated that finding a suitable option while remaining liquid can be challenging. The cash currently resides in a basic checking account providing less than 1% interest. Mr. Porter will explore what options are available to provide more cash security. Mr. Pat Eiding recommends to definitely talk to our current banking system. Mr. Barnett commented to go a little further with looking into interest yield without taking on a lot of risk. Mr. Porter will provide more information regarding cash security at the next Finance Committee meeting. FY 15 Executed Contracts For disclosure purposes only, a list of executed contracts not requiring Finance Committee or full Board was presented.

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Audit Update Mr. Porter gave an audit update. They should have the field work within 2 weeks, and final Audit by mid-January. Adjournment Mr. Barnett asked if there was any further business to conduct. There being none, he adjourned the meeting at 11:00 am.

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Finance Committee Meeting Summary

Wednesday, February 11, 2015 9:00 AM – 10:10 AM Chair: Regine Metellus

Welcome and approval of prior meeting minutes

The quarterly Finance Committee was held on February 11, 2015. The meeting was called to order by Ms. Regine Metellus at 9:00 am. Motion to approve prior meeting summary minutes held on December 1, 2014 was approved subject to a correction of a typing error.

Audit Presentation FY14, Draft Report

Mr. Steven Glueck, Chairman of the Audit and Financial Compliance Sub Committee presented the 2014 draft audit report to the Finance Committee. The audit opinion from Mitchell & Titus is “clean” with no findings. The Audit and Financial Compliance Sub Committee approved the FY14 audit report at a meeting held on January 28, 2015.

A quorum of the committee members was present. Joe Parente motioned to approve and Ed Grose second. The motion carried with all members present.

With no further questions the draft audit will be presented to the Executive Committee for approval.

IN ATTENDANCE MEMBERS: Steven Glueck Ed Grose Regine Metellus Joseph Parente REGRETS: Patrick Eiding STAFF: Hai Nguyen Dale Porter Gail Winkle

Operations Narrative and Financial Statements for Six Months ended December 31, 2014

Mr. Hai Nguyen presented the financial statements for the six months ended December 31, 2014. The Statement of Financial positions indicates current assets slightly below $22MM compared to current liabilities totaling approximately $20MM indicating a current ratio greater than 1:1. We are meeting our short term obligations. Approximately 53% of EARN Center cost reimbursement funds have been utilized to date. EARN Center cost reimbursement invoices have been paid through October 31, 2014.

WIA operations have spent all carryover funds from FY2014. TANF Youth spending stands at approximately 88%. Approximately 60% of TANF Youth funding is expended in the first quarter during the summer youth employment program.

Due to inclement weather December 2013 financial statements were not prepared. Since there are no prior year comparative numbers, the Finance Committee agreed to a single year presentation for December 2014. The December 2014 financials do include a comparison to budget. Bank Discussion

Responding to the committee’s question regarding the cash balances that are held in the bank in excess of the FDIC coverage amount, Mr. Dale Porter presented a power point presentation that demonstrated the financial strength of Republic Bank compared with banking peers, Bank of America, PNC, Citibank and Wells Fargo. Republic Bank is sufficiently capitalized making the risk of loss of funds on deposit unlikely. Responding to the committee’s question regarding the returns earned on those cash balances, Mr. Porter indicated that any income earned on those balances belong to the Commonwealth and would have to be

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returned. As a result, Philadelphia Works does not make investments that would generate income and hamper liquidity.

FY 15 Executed Contracts

For disclosure purposes only, a list of executed contracts not requiring Finance Committee or full Board was presented. Adjournment

Ms. Metellus asked if there was any further business to conduct. There being none, she adjourned the meeting at 10:00 am.

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Audit and Finance Subcommittee Meeting Summary

Wednesday January 28, 2015 9:00-10:10 AM Chair: Steven Glueck

Welcome and Introductions The Audit and Financial Compliance Sub-Committee was held on January 28, 2015. The meeting was called to order by Finance Committee Chair Mr. Steven Glueck at 9:30 am. Meeting minutes from November 25, 2014 meeting were voted and approved. Presentation of Internal A-133 Audit - Mitchell & Titus Mr. Steven Maher, Partner with Mitchell & Titus, provided an overview of the audit results. Mr. Maher advised that field work was completed. Mitchell & Titus is currently obtaining the representation letter from management and will be issuing the final report shortly. Only one major program was audited, which was TANF programs. WIA programs were not audited this year because it is only required every three years if no prior findings.

IN ATTENDANCE MEMBERS: Reese Blair Steve Glueck Ed Grose Regine Metellus STAFF: Mark Edwards Maura Febbo Hai Nguyen Dale Porter Sharon Riley

Mr. Maher noted that that the disclosures are adequate as per GAAP & Comprehensive. Revenue documents were also reviewed. Revenue is dollar for dollar based on expenditures of sub-recipients. There were no exceptions noted. A tax review was conducted and there was no indication of any evidence to threaten the tax exempt status of Philadelphia Works. Property and equipment was reviewed and there was a large balance coming over from the PWIB. It is Mitchell & Titus’ recommendation to review this property next year to see if there is adequate use. Under transaction processing, cash management procedures were met under A-133 standards. With respect to deferred revenue, Mr. Porter discussed the new process of a cohort model implemented in July 2012 by the Commonwealth, which includes a performance model wherein performance data is validated by the State sometime after year end. The committee and Mr. Maher entered into a detailed discussion involving the deferred revenue of the EARN program. Mr. Maher noted that there were no material weaknesses or significant deficiencies, no fraud or any major disagreements. There were no uncorrected statements. Mr. Glueck asked if there were any recommendations about controls. Mr. Maher reported that he did not feel that anything rose to the level of a deficiency. Mr. Maher recognized that the timing of completion could have been improved and the goal is to present a final draft in full form at next year’s meeting. At this time, Mr. Maher left the room so that management and the committee could have an open discussion. No major concerns were noted.

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Review and Approve Sub-Committee Charter Ms. Riley presented the final Sub-Committee Charter. Ms. Metellus suggested clarifying internal monitoring versus external monitoring. A motion was made to approve the charter with the recommended modification, which was subsequently approved. FY 14 Executed Contracts For disclosure purposes only, a list of executed contracts not requiring Finance Committee or full Board was presented. Review and Discuss Compliance Plan & Risk Assessment Ms. Riley will redistribute the compliance materials for feedback via email prior to the Executive Committee meeting. Adjournment With no further questions, the meeting was adjourned at 10:30 After adjournment, Mr. Glueck requested a confidential meeting with the auditors and the committee, at which time all staff left the room.

Next Sub-Committee Meeting: May 14, 2015 at 9:00 AM

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Human Resources Meeting Summary

Tuesday, January 20, 2015 3:00-4:00 PM Chair: Tracee Hunt

Welcome & Agenda Overview The meeting began at 3:16 PM. Ms. Suzanne Krasnisky welcomed everyone to the meeting. October 20, 2014 Meeting Summary Ms. Hunt called for a motion to approve the minutes. Motion: Ms. Hunt motioned, seconded by Ms. Meg Jones. Action: The motion passed with unanimous consent. Workforce Investment Board (WIB) Comparison When Ms. Krasnisky initially contacted other WIBs that were similar to Philadelphia Works, they were hesitant about sharing compensation information with her. She is currently building relationships with the WIBs. Once she establishes the relationships she is hoping they will be more inclined to share information. She will then move forward to do a comparison and share it with

IN ATTENDANCE MEMBERS: Tracee Hunt Norma Romero-Mitchell Meg Jones Jim Gillece Myrna Toro REGRETS: Mark Edwards STAFF: Suzanne Krasnisky Maria Morton

the committee; however, this will take time. The WIBs that she is currently working with are Cook County in Chicago, Career Source in South Florida, and San Diego. NEXT STEP: Ms. Krasnisky will gather information from other WIBs and create a comparison to present to the committee. Ms. Hunt made mention to the committee about Mr. Mark Edwards, President & CEO not receiving an increase of any sort since he began employment with Philadelphia Works 4-years ago. The first year his salary decreased by 5% due to budget cuts and in the second year the 5% was restored. Although Mr. Edwards will have performance metrics to which he will be held accountable and will be in consideration for a fiscal year end salary adjustment, the Human Resources Committee is recommending that Mr. Edwards receive a mid-year recognition such as a lump sum bonus for the work he has done over the past 4 years. Ms. Hunt will contact Mr. Bill Strahan to discuss this recommendation. ACTION ITEM: Ms. Hunt will meet with Mr. Strahan regarding the committee’s recommendation regarding a mid-year recognition for Mr. Edwards. Chief Operating Officer (COO) Update Mr. Edwards and Ms. Krasnisky met with Mr. Kenyatta Uzzell from PoliHire, the firm that is conducting the COO search. The firm has received over 30 applicants and is vetting each one according to the criteria established by staff. By the end of this month staff should begin receiving resumes and setting up interviews. Staff is on target with their timeline. Ms. Hunt asked who is on the interviewing committee for

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this position. The committee members are: CEO, CFO, Chief Research Officer, Director of Workforce Strategies, and Director of Human Resources. Human Resources 2-year Operational Plan Update As a mid-year check in, Ms. Krasnisky is meeting with Business Unit Leaders to be sure that Human Resources goals and timeline are meeting the business unit needs and asking if there are any adjustments based on any changes within their business unit. Human Resources has been working very closely with the Operations Business Unit. The job descriptions have been revised to include the new integrated model and new Workforce Innovation Opportunity Act. There will be some internal shifts to ensure the skills sets are best matched with the positions. New Hire In November 2014, the Director of Accounting resigned and accepted the position of Controller with another company. Mr. Hai Nguyen, a former employee of Philadelphia Works, was re-hired as the Director of Accounting. Holiday Event / Staff Talent Staff planned a December event to promote engagement. The theme of the event, chosen by staff, was the Red Carpet. All Business Units were encouraged to create a 3-minute movie trailer to present to staff at the event. Staff voted for members in the organization to receive mini trophies for Best Actress/Actor, Best Trailer, Best Dressed, Best Support Team Member, etc. Staff would like to send the committee a link to view all four trailers. Ms. Hunt asked if it would be possible to share the movie trailers at the Board meeting. Ms. Krasnisky will work on it. ACTION ITEM: Ms. Krasnisky will seek a way to incorporate the movie trailers at the Board meeting.

Adjournment The meeting was adjourned at 3:26 PM by Ms. Hunt. The next HR Committee meeting will be held on Monday, March 30, from 3:00 PM. to 4:30 PM.

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Research & Policy Committee Meeting Summary

Wednesday, January 7, 2015 3:00-4:30 PM Chair: Maia Jachimowicz

Welcome and Review/Approval of October 29, 2014 Minutes Ms. Maia Jachimowicz welcomed the committee and called the first meeting of the new year to order at 3:10 PM. Ms. Jachimowicz called for approval of the October 29, 2014 meeting minutes. One typographical correction was pointed out and will be corrected. Motion: Mr. Tsiwen Law moved to approve the minutes as amended, seconded by Mr. Bud Tyler.

Action: the motion carried unanimously.

WIOA Timeline status and Commonwealth update Ms. Samea Lim reported a few updates to the WIOA Timeline:

• November 26, 2014 the final Philadelphia Works WIOA document was submitted to the U.S Department of Labor (DOL), the White House and the Pennsylvania Department of Labor & Industry. Ms. Lim thanked the committee for their contributions to the final document.

• The federal Departments of Labor and Education announced that they will publish 5 Notices of Proposed Rulemaking to implement WIOA in the spring of 2015 instead of final rulemaking on January 18, 2015 as written in the legislation.

• DOL will also issue operating guidance in the spring of 2015 for provisions of WIOA that go into effect on July 1, 2015.

• Rules implementing WIOA will be finalized and effective in early 2016.

IN ATTENDANCE MEMBERS: Maia Jachimowicz-Chair Tsiwen Law Kate Shaw Bud Tyler Sheila Watkins STAFF: Meg Shope Koppel Samea Lim Rita Randall Anastasia Vishnyakova REGRETS: Mark Edwards Judith Gay (?) Sue Hoffman Jay Spector

The PA Department of Labor & Industry announced the development of multiple workgroups related to WIOA policy development. Philadelphia Works volunteered staff for all of the committees. The first committee to be established is the customer service committee. Ms. Lim also reported on the Pennsylvania Workforce Development Association’s input to the new Pennsylvania administration on its transitions team, which the committee had previously reviewed. The association offered a profile of agency leadership and recommended that the administration develop a workforce development transition team or that the teams include strong workforce development representation. Although no workforce development transition team was developed, there are multiple local workforce areas and stakeholders represented on the transition teams.

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Revise and approve the Research & Policy Committee 2015 Scope of Work and Annual Goals Ms. Jachimowicz and Dr. Meg Shope Koppel developed a draft of the 2015 scope of work and annual goals and reviewed them with the committee. As in the past, the Research & Policy Committee will continue to report to the Executive Committee and is charged with guiding the Board in sound strategic performance and policy decisions. The committee identified the following three goals:

1. Define priorities for policy and research activities and review these quarterly, reflecting on any revisions from the board and the city. Report priorities to the Executive Committee as well as to other committees and sub-committees of Philadelphia Works to solicit feedback and align efforts

2. Complete short research and policy briefs including previously defined priorities 3. Ensure the Board is sufficiently informed about major policy and regulatory developments

The committee discussed commitment for transparency; the staff will continue to produce metrics to track performance and expenditures and ensure common measures are transparent to the Board. Revisions will be made to the Scope of Work and Annual Goals and re-distributed to the committee members for further edits and comments.

Building the next quarter’s agenda for research and policy activities The following were discussed as priorities in the next quarter:

• Mayoral primary May 19, 2015 – What critical questions do we want to address? The committee discussed a number of hot button issues, i.e., WIOA, education and jobs. The staff will draft an outline for the committee to review to educate and provide a format for reactions on workforce issues to mayoral candidates

• Technology employment in Philadelphia – Philadelphia Works and our partners met at the White House regarding this initiative to accelerate training pipelines for hiring in-demand IT and Cyber security positions. The staff will create a timeline/road map as we build this initiative; the White House plans to launch this initiative nationally in late February. The next two meetings of Philadelphia Works and our partners are scheduled on January 26 and February 23, 2015 and will take place at Comcast in Philadelphia.

Recap the Next Steps • Revisions to the Scope of work and Annual Goals will be re-distributed to the committee

• The staff will build an outline of priorities and issues that align with our strategic plan to inform the Mayoral candidates and challenge their thinking around workforce issues. Staff will distribute the outline to the committee before the end of January.

• Briefing on WIOA will be on-going

• The committee requested a copy of a Tale of Two Cities as an example of engaging candidates in a workforce conversation. Staff will distributed a link to the committee; some committee members received a hard copy of the booklet at the end of the meeting

• The Jobs commission report and the small business report are in production

Wrap-up

With no other business, Ms. Jachimowicz adjourned the meeting at 4:15 pm.

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Workforce & Economic Development Committee

Meeting Summary Wednesday, February 4, 2015 9:00-10:30 AM

Chair: David Donald Welcome & Chair’s Remarks The Chair, Mr. David Donald, called the meeting to order at 9:05 am. He informed the group of the primary purpose of the meeting, which is to focus on the transition of the new integrated system, and the responsibility to serve our customers and the system successfully.

“No Wrong Door” Update Renovations are 90% complete for Suburban Station, which will be the first center to open. The opening and closing of EARN and PA CareerLink® Centers will occur in 4 phases: Phase 1- April 1, 2015 –Soft Opening March 30, 2015

• 1617 JFK Blvd. 2nd floor opens- the Cross Center, EDSI and Center Services Contractor, JEVS, will be assigned to this site.

• JEVS EARN Center will be closing as a stand-alone site on February 27, 2015.

• Current Suburban Station PA CareerLink® officially closes and transitions to new contractor.

• CareerTeam EARN Center will continue to operate until March 27, 2015. • A grand opening will be held at Suburban Station in April 2015. The

event will include vast media coverage. • A 90 day startup/transition plan for each phase is in place for

contractors, as well as customers to ensure transparency. • Training will begin on March 9-27th for staff of new centers. • Employer relationships will be shared across contractors, and contacts

will be managed to ensure sustainability of customer/employer relationships.

Phase 2- July 1, 2015 • 3901 Market street opens • EDSI EARN Center closes as a stand-alone site • People for People EARN Center closes • North PA CareerLink® closes approximately 6/19/2015

Phase 3- September 1, 2015 • 5847 Germantown Avenue opens • Impact EARN Center closes as a stand-alone site • Northwest PA CareerLink® closes approximately 8/19/2015

Phase 4- November 2, 2015 • 4261 N. 5th Street opens • Northeast PA CareerLink® closes approximately 10/23/2015 • Esperanza EARN center closes

IN ATTENDANCE MEMBERS: Waverly Coleman David Donald Peter Franks Guy Generals Maia Jachimowicz Gabriel Mandujano Judith Rényi Alan Rosenberg STAFF: Lori Carter Denise Givens Heloise Jettison Jamece Joyner Meg Shope Koppel Melissa Rivera Nancy White REGRETS: Mark Edwards Susan Kirby Dionisio Mignacca Jim Nichols Joe Parente Wayne Trout Elizabeth Riley-Wasserman

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Next Steps/Recommendation

• It was suggested that in advance of the “No Wrong Door” transition, staff develop a formal evaluation system to track outcomes within the new structure.

• It was recommended that each committee develop a specific tracking system for common measures. The tracking system should be used in a way that will allow process change. Mr. Donald will discuss this topic in further detail with the Executive Committee.

Performance Update Below is a snapshot of the EARN performance for July 2014 through December 2014.

• A transition occurred in July 2014 which changed the system’s current structure to allow 180 days to place a customer as opposed to 90 days from the previous cohort model. As a result, placements have increased.

• 75% of referral rejections are due to “no shows”. • Target for countable placements are 50% of total enrollments, and 30% of total enrollments must

meet retention. • Countable placement refers to a client who obtained unsubsidized employment within 180 days

of enrolling in EARN, remained employed for four (4) consecutive weeks, and worked at least 80 hours during the four (4) week period.

Next Steps/Recommendations

• Add a “target” column for each category in the performance summary, primarily enrollments and placements. Also include 6 month retention rate.

• Activity Compliance Rate or Participation Rate is a monthly payment point for vendors. When an EARN customer meets their required hours of participation, vendors are entitled payment; which should occur each month. However, monthly cash flow to the vendors for performance has not occurred. Mr. Donald will follow-up with the Executive Committee regarding this issue.

FY 13-14 FY 14-15Total Referrals 12,324 12,995 Enrollments 6,668 6,235 Enrollment Rate 54% 48%Average Caseload 4,900 4,553 Total Placements 1,895 2,637

Countable Placements** 1,073 1,023 Average Wage 9.32$ 9.46$ % of placements with medical benefits 15% 15%

Countable placements are based on pre-validated numbers. **Countable placements for FY14-15 are for the period of July through November

July 2014 through December 2014

EARN Performance Comparison

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• It was suggested that staff contact the State WIB to collect data trends for metrics comparable to Philadelphia.

Below is a snapshot of Common Measures for Workforce Investment Act (WIA) Adult/Dislocated Worker, and Youth:

• Negotiated Levels for Youth performance measures increased significantly for Program Year (PY)

2014. The negotiated levels for Youth Placement, Youth Attainment, and Youth Literacy/Numeracy for PY 2013 were 56%, 78%, and 60% respectively.

• All common measures performance goals for the first quarter of this PY have been met.

Youth Program Update

• With the upcoming implementation of WIOA, there will be major shifts within Philadelphia’s youth system. For example, WIA serves youth between the ages of 14-21. WIOA expands the age range to 14-24. Also worthy of mention, currently, 60% of WIA dollars support in-school youth (ISY), and 40% supports out-of-school youth (OSY). WIOA requires that at least 75% of funds be expended on OSY, and 25% on ISY.

• In the fall, the youth system released a Request for Proposal (RFP) seeking applications for in-school and out-of-school youth services that will be funded under WIOA. Due to a delay in the release of WIOA guidance, there is a delay in approving contractors and announcing funding awards.

Subcommittee Updates Hardest-to-Serve Judith Rényi who is the new chair of the Hardest-to-Serve (H-T-S) subcommittee, acknowledged the leadership of her predecessor, Elizabeth “Betsy” Riley-Wasserman for the work of the committee to date. This subcommittee focuses on building systems, influencing policy, and challenging others to create greater access to employment for individuals who need support and access to employment given multiple barriers. Currently, the subcommittee is focused on the following:

MeasureNegotiated

Level

Actual Performance

Level

% Level Achieved

Adult Entered Employment Rate 73.0% 64.0% 87.7%Adult Retention 84.0% 84.6% 100.7%Adult 6 Months Avg Earnings $12,500 $13,052 104.4%Dislocated Worker Employment Rate 74.0% 66.1% 89.3%Dislocated Worker Retention 90.0% 87.3% 97.0%Dislocated Worker 6 Months Avg Earnings $15,500 $13,774 88.9%Youth Placement 65.0% 56.7% 87.2%Youth Attainment of Degree/Certificate 90.0% 91.3% 101.4%Youth Literacy/Numeracy 64.0% 58.8% 91.9%

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• Reviewing proposed amendments to the “Ban the Box” legislation, which Philadelphia passed in July 2011, making it illegal for a certain category of employers to ask about an applicant’s criminal record. Amendments are going forward to City Council; therefore, the H-T-S subcommittee has referred to the Research & Policy Committee to determine whether to take a position and add to Philadelphia’s policy agenda.

• Reviewing WIOA laws related to serving individuals with barriers in order to begin to identify areas to improve and influence state guidelines, as well as, better align and invest WIOA resources.

Next Steps/Recommendations

• The h-t-s subcommittee would like to extend the committee’s membership to all Workforce & Economic Development Committee members, as well as employers who serve within the realm of barriers to employment; such as, youth aging out of foster care, homeless, veterans with barriers, etc.

• The h-t-s subcommittee welcomes feedback regarding the initial agreement on proposed 2015 Scope of Work and Annual Goals.

• The h-t-s requests feedback from board members, who are employers, regarding the current effects of the Ban the Box law, as well as their concerns of the proposed amendments.

Employer Engagement The Employer Engagement Sub-Committee will place particular emphasis in the following areas:

• Activate the full Board to inquire and convert prospective employers to build the system. • Ensure the development of an effective means of collecting and evaluating employer

engagement data and performance metrics. • Facilitate the development of a sales funnel structure that maximizes the hiring of workforce

system-based jobseekers by local employers. • Conduct ongoing data-driven assessment of the quality of engaged employers.

Outreach & Resource Development • The Outreach & Resource Development Committee will develop strategies for publicizing

research briefs developed by the Research & Policy Committee and offering that research to the media.

• The Committee will also offer input to the Research & Policy Committee on the development of the mayoral candidates’ document highlighting our work and successes. This document will be sent to all committee members for feedback.

• The Committee provided input regarding communication activities related to the April 2015 opening of the first integrated center.

With no other business, Mr. David Donald adjourned the meeting at 10:25am.

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57

Employer Engagement Sub-Committee Meeting

Summary Tuesday, January 13, 2015 9:00-10:30 AM

Chair: Gabriel Mandujano

Welcome & Background The Chair, Mr. Gabriel Mandujano, called the meeting to order at 9:05 am, and informed the group of the primary focus of the meeting which is to continue to set the course of the Employer Engagement Sub-Committee (EEC). Additionally, we would receive updates on marketing activities and the progress toward integrated centers.

Introductions The Committee members and staff introduced themselves. Review of Marketing and Outreach Strategies Nancy White of Philadelphia Works presented an overview of the current Integrated Business Engagement Strategy. The EEC reviewed available data and resources related to the current employer pipeline, referral sources, employer engagement breakdown by industry, and an overview of current and planned outreach efforts.

As a result of the discussion, several themes emerged:

1. There are metrics being used from multiple sources but combined to create a clear picture of employer engagement

2. Relationships with the local chambers must yield more employer engagement

3. There should be an ongoing assessment of the engagement process 4. A CRM system should be implemented in conjunction with the opening

of the Integrated centers

IN ATTENDANCE MEMBERS: Gabriel Mandujano Ed Grose Luke Butler Pat Eiding Peter Franks Peter Tubolino STAFF: Mark Edwards Barbara Stanford Allen Brian K. Oglesby Heloise Jettison Nancy White Maura Febbo REGRETS: Maia Jachimowicz Meg Jones

Integrated Centers Update Ms. Jettison provided the EEC with an update on the progress of the Integrated Centers with additional input from Mr. Edwards and Ms. Stanford-Allen Draft of Sub-Committee Charter The basic objective of the EEC will be to develop strategies to increase engagement between employers and the public workforce system. The completion of this discussion/action item will be tabled until the next scheduled meeting

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Next Steps/Action Items

• Completion of draft EEC Charter and objectives • Chair will report EEC activities to WEC meeting on February 2, 2015

Meeting Schedule

The 2015 EEC meeting schedule is as follows*: • Tuesday April 14 9-10:30am • Tuesday July 14 9-10:30am • Tuesday October 13 9-10:30am

Meeting Adjourned at 10:30 am.

03/09/2015 59Steering Committee Charter Template

Employer Engagement Sub-Committee Charter Project Name: EEC Charter Prepared By:Gabriel Mandujano Date:1-13-2015

A Purpose of the Employer Engagement Sub-Committee (EEC)

Primary Functions

In conjunction with the Workforce and Economic Development Committee, develop strategies to increase the number of engaged employers regularly hiring job seekers through the public workforce system. The primary function of the Steering Committee is to take responsibility for the feasibility, business case and the achievement of outcomes of Employer Engagement between Philadelphia Works and the regional employers. The EEC will monitor and review the project status, as well as provide oversight of the project deliverable rollout. The Steering Committee provides a stabilizing influence so organizational concepts and directions are established and maintained with a visionary view. The Steering Committee provides insight on long-term strategies. Members of the EEC ensure business objectives are being adequately addressed and the project remains under control. In practice these responsibilities are carried out by performing the following functions:

• Monitoring and review of the project at regular Steering Committee meetings; • Providing assistance to the project when required; • Controlling project scope as emergent issues force changes to be considered, ensuring that scope

aligns with the agreed business requirements of project sponsor and key stakeholder groups; • Resolving project conflicts and disputes, reconciling differences of opinion and approach; • Formal acceptance of project deliverables.

Approval Responsibilities

The Steering Committee is responsible for approving major project elements such as:

• Prioritization of project objectives and outcomes as identified in the project Business Case; • Deliverables as identified in the project Scope Statement; • Budget, ensuring that effort, expenditures and changes are appropriate to stakeholder

expectations; • Schedule; • Risk management strategies, ensuring that strategies to address potential threats to the project's

success have been identified, estimated and approved, and that the threats are regularly re-assessed;

• Project management and quality assurance practices.

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B Committee Structure

Membership

The EEC, will consist of the following stakeholder members:

Name Role Affiliation

Gabriel Mandujano* Chair Wash Cycle Laundry

Ed Grose* Member Greater PHL Hotel Association

Luke Donald Member City of Philadelphia

Maia Jachimowicz Member City of Philadelphia

Meg Jones* Member Children’s Hospital of Philadelphia

Patrick Eiding* Member Philadelphia Council AFL-CIO

Peter Tubolino* Member Siemens Building Technologies

Brian K Oglesby Staff Philadelphia Works

*Philadelphia Works Board Member Stakeholder members will be identified by the project sponsor.

Role of a Steering Committee member

It is intended that the Steering Committee leverage the experiences, expertise, and insight of key individuals at organizations committed to building professionalism in project management. Steering Committee members are not directly responsible for managing project activities, but provide support and guidance for those who do. Thus, individually, Steering Committee members should:

• Understand the strategic implications and outcomes of initiatives being pursued through project outputs;

• Appreciate the significance of the project for some or all major stakeholders and represent their interests;

• Be genuinely interested in the initiative and be an advocate for broad support for the outcomes being pursued in the project;

• Have a broad understanding of project management issues and approach being adopted.

In practice, this means they:

• Review the status of the project; • Ensure the project's outputs meet the requirements of the business owners and key stakeholders; • Help balance conflicting priorities and resources; • Provide guidance to the project team and users of the project's outputs; • Consider ideas and issues raised;

03/09/2015 61Steering Committee Charter Template

• Check adherence of project activities to standards of best practice both within the organization and in a wider context;

• Foster positive communication outside of the Team regarding the project's progress and outcomes; • Report on project progress to those responsible at a high level, such as agency executive

management groups, heads of agencies, or Governor’s Cabinet; and • Progress any whole-of-Government issues associated with the project.

C Steering Committee Meetings

Meeting Schedule and Process

The Team will meet monthly or as required to keep track of issues and the progress of the project’s implementation and on-going statewide support to its stakeholders. The Project Sponsor chairs the Steering Committee and facilitates the Steering Committee Meeting. The Team will follow modified Roberts Rules of Order in the conduct of meetings, motions, discussion and voting.

Meeting Agenda

At each meeting, project status will be reported to the Team by the project manager using an agenda outline such as the following:

A. Introductory Items such as: • Introductions • Review Agenda • Minutes from last meeting • Review of actions arising from previous Steering Committee meetings.

B. Review Project Status • Overall Status

− Scope status − Schedule status − Budget status − Reason for deviation from green

• New issues arising since the last Team meeting • Review and approval of project change orders • Budget • Milestone review • Formal acceptance of deliverables • Accomplishments against last meeting’s plans • Plans for the next reporting period • Outstanding issues, open points, project conflicts • Specific requests for assistance of the Steering Committee

C. Consideration of other items relevant to the project D. Review and summarize new actions from this meeting E. Plans, date and location for next meeting

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Hardest-To-Serve Ad Hoc Subcommittee

Meeting Summary Friday, January 30, 2015 9:00-10:30 am

Chair: Dr. Judith Rényi

Welcome and Approve Minutes As the new chair of the Hardest-to-Serve Sub-Committee, Dr. Judith Rényi welcomed the committee and called the meeting to order at 9:07 am. Dr. Rényi requested a motion to approve the October 29, 2014 meeting minutes. A Motion was made by Dr. Rebecca Wagner with an addition of including her as having been present, and seconded by Mr. Wayne Trout. Action: The motion passed as amended with unanimous consent.

Celebrate 2014 Successes Dr. Rényi congratulated the committee and staff for all their hard work on various areas concerning the hardest-to-serve such as:

Reentry: Ms. Sue Hoffman continues to represent Philadelphia Works in the Philadelphia Reentry Coalition and co-chairs the Employment Committee. About 300,000 Philadelphians have criminal records and Philadelphia prisons release approximately 35,000 returning citizens into the community each year. One success has been training workforce staff to use special tax credits to incentivize employers who hire and retain returning citizens. Thanks go out to Mr. Bill Hart and his staff at RISE for creating a job developer’s tool kit to encourage this and other best practices when serving returning citizens.

Philadelphia was chosen as a pilot site for a reentry employment technical assistance program supported by the Department of Justice, the Department of Labor and the Annie E. Casey Foundation and implemented by the Council on State Governments Justice Center. It aims to match state prison releases to employment services depending on risk of recidivism and individual needs.

Community Connections and on-line tools: 115 staff members from community- based organizations were trained to use on-line tools for job seekers. Eight community-based organizations are interested in developing job clubs. We have launched the Community Connections and digital strategies as part of the No Wrong Door initiative. Available for our customers is a You-Tube video on how to register on JobGateway®. This year PA CareerLink® will be creating ten new video-based workshops to inform job seekers.

Lastly, forty partnering organizations from around the city attended the WIOA information and discussion sessions hosted by Philadelphia Works.

IN ATTENDANCE MEMBERS: Judith Rényi, Chair Bahiya Cabral-Johnson Waverly Coleman Jim Nichols Wayne Trout Rebecca Wagner STAFF: Sue Hoffman Yiyue Huangfu Rita Randall Meg Shope Koppel REGRETS: David Donald Mark Edwards Peter Franks Gary Green Swanie Goldsmith Peter Gonzales William Hart Diane Inverso Maia Jachimowicz Gabriel Mandujano Dionisio Mignacca Joe Parente Alan Rosenberg Lorelei Shingledecker

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Should Philadelphia Works get involved in Ban the Box amendment revision? The subcommittee reviewed the staff’s completed Ban-the-Box research and advocates’ proposed amendments to the current city law intended to remove unfair hiring barriers for job seekers with criminal records. The subcommittee agreed that Ban the Box is an important tool to increase employment opportunities for this population, while also acknowledging possible employer concerns around liability. The subcommittee asked staff to continue researching what impact the existing law and possible amendments might have on increased hiring of people with criminal records and recommends that the Research & Policy Committee determine what position Philadelphia Works should take on the amendments, if any, on behalf of the board. What aspects of WIOA can the subcommittee begin to address now, and how shall we address the new Act as regulations are proposed at Federal and State levels over the next year? The subcommittee reviewed the definition of “individuals with barriers to employment” in WIOA vs. hardest-to-serve populations in the Philadelphia Works strategic plan and found extensive overlaps. The subcommittee decided that we should adopt the full list of these individuals, and the language in the Act, while retaining the few hardest-to-serve categories the Act does not mention. The subcommittee also reviewed excerpts from WIOA related to individuals with barriers to employment revealing many opportunities for local workforce boards to shape WIOA guidance and implementation at the state and local levels. As a next step, subcommittee members were asked to become more familiar with these WIOA provisions since federal regulations will be distributed in Spring 2015 and WIOA implementation begins on July 1. The sub-committee agreed that it would provide guidance for the Policy and Research Committee, regarding advice to the new state administration, in timely fashion. Approve 2015 Subcommittee Goals The subcommittee reviewed draft 2015 Goals. The first is to examine the WIOA legislation and recommend action as it relates to those with barriers to employment; the second is to build capacity and systems to improve access to employment for those with barriers to employment. The subcommittee will continue its review of the goals via email. Final goals will be approved at the next quarterly meeting. Motion: Mr. Waverly Coleman moved to submit a draft of the 2015 Goals to the Workforce & Economic Development Committee and Mr. Wayne Trout seconded the motion. The motion was unanimous. Recap Next Steps and Adjournment

• Staff to collect data on the impact of Ban the Box on hiring of returning citizens and provide background to the subcommittee and the Research and Policy Committee

• Become more familiar with the WIOA legislation as it relates to those with barriers to employment, to be ready to review and influence federal and state guidance and local plans

• The subcommittee will consider adding new members who have expertise on certain populations (veterans with disabilities, older workers, homeless, youth aging out of foster care, and employers with experience of employing people with barriers to employment)

• The subcommittee will submit draft goals to the Workforce and Economic Development Committee and further review and discuss revisions via email, with final approval in April 2015

With no other business, Dr. Rényi adjourned the meeting at 10:40 am.

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Outreach and Resource Development Subcommittee

Meeting Summary Tuesday, January 20, 2015 1:00PM-2:30PM

Chair: Tracee Hunt

Welcome & Introductions Ms. Tracee Hunt called the meeting to order via telephone with a welcome and introduction of meeting attendees. Meeting minutes from November 13, 2014 meeting were voted and approved. Policy Update and Research initiatives Ms. Samea Lim provided an update on the recent activities of the Research and Policy committee which has developed its scope of work and 2015 goals. The Annual Jobs Commission Report will be released in the next few weeks. One goal is to work on shorter, briefer documents and reports. The final Workforce & Innovation Act policy document was submitted to the U.S. Department of Labor, the White and the PA Department of Labor & Industry. The federal Departments of Labor and Education will publish regulations that were initially to be released in January but have now been pushed back to Spring of 2015. The major effort is to work with upcoming mayoral candidates. The committee is in the process of putting together the top priorities for mayoral candidates, as well as

IN ATTENDANCE MEMBERS: Tracee Hunt (via phone) Alan Rosenberg (via phone) Susan Buehler (via phone) Alex Styer STAFF: Maura Febbo Samea Lim Barbara Stanford-Allen Nancy White

getting their positions on workforce issues that Philadelphia Works would like the mayor to support. This document will go to the Executive Committee for approval and then the Board for review. The timeline goal is to have this document released prior to the primary election. The Philadelphia Bar Association will hold mayoral debates and Philadelphia Works will work with the organization to include our information. A suggestion was made to meet with the candidates to outline the Philadelphia Works platform and see what aspects they support.

Communications and Media Events for No Wrong Door launch

For each individual center opening, there will be public service announcements, press releases and announcements in the corresponding community papers. There will be a grand opening/open house in April at the Suburban Station center with the mayor and hopefully the governor and other elected officials. Proposed dates are April 16 and April 23. Mr. Alan Rosenberg suggested personal stories from job seekers be presented (using a script/talking points outline) describing how the new centers and system will be an improvement. An internal staff tour for Philadelphia Works employees will be scheduled prior to the opening of Suburban Station to give everyone an idea of the layout and visitor flow for the center.

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Review of Recent Grant Activity

Ms. Barbara Stanford-Allen gave an overview of recent grant activity. The Job Driven NEG has awarded Philadelphia Works $800,000 over two years for dislocated workers. This will fund case-management and counseling activities and allow staff to be hired to work directly with EDSI (the cross-services center provider). A meeting is scheduled with Citizens Bank for January 22 to discuss their $10,000 donation and to broaden their jobs compact to be more involved with the integrated centers. The Governor has $2.2M for Business Education Partnerships (to be divided among the 22 Pennsylvania WIBs) to work with public schools and create co-op opportunities.

Annual Goals of the Committee

Until now, we’ve been operating on a ‘needs at hand’ basis. Moving forward, we will review the Strategic Plan to see what is expected of the committee and to create goals that align with the five strategic priorities.

Full Capacity Marketing

FCM provided Philadelphia Works with recommendations on how to better optimize our website using new Google meta tag specifications and those recommendations have been implemented on the back end of the site. Google analytic reports will be developed and shared with the committee at each meeting going forward (including a comparison to 2014). Future website optimization includes adding a real-time Twitter feed and blog features.

FCM will also design a general Philadelphia Works brochures and a 60-90 second video which will be posted on the website and YouTube channel. The Business Engagement Team and Business Service Representatives have been in training regarding marketing techniques and all other new products. They will be taking on a more consultative approach and promoting all services, not just OJTs. Our contracts (one for general branding and a separate one for Business Services) with FCM end on June 30 and no-cost extensions will be added. All the work they have done (or are proposing to be done) has been within their scope of work and budget. Future Meeting Dates and Adjourn

Monday, March 30, 2015 from 1:00-2:30

Next Steps

• A copy of the Mayoral Candidate document will be distributed to committee members as soon as it is available from the Research & Policy committee.

• A draft of the 2015 goals for the committee will be created and sent to everyone for review before the March meeting.

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Action Item: Select YouthWorks Administrator

Action

The Philadelphia Works Board is asked to select the competitively procured YouthWorks Administrator as recommended by the YouthWorks Administrator Request for Proposal Ad Hoc workgroup.

Background

As a requirement of the federal Workforce Investment Act (WIA), workforce investment boards are required to identify youth service providers who implement required WIA elements into the program design. In Philadelphia, with funding currently provided by WIAi and Temporary Assistance for Needy Families Youth Development (TANF-YD), a competitively procured YouthWorks Administrator serves as the designee of the Board to manage and oversee Philadelphia YouthWorks. On January 7, 2015, Philadelphia Works released a request for proposal, to identify an organization that will serve as the designee to administer youth programming under funds from the Workforce Innovation and Opportunity Act (WIOA) and TAN-YD. The length of the contract will be from July 1, 2015 through June 30, 2017 with an option to renew for one year at the discretion of the Board. The organization that is awarded this contract will be expected to support youth-related goals and objectives of Philadelphia Works and its Youth Council, the Philadelphia Council for College and Career Success, through the following activities:

• 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.

• Integrating services across funding streams to create a seamless system across youth programming to support positive outcomes.

• Meeting/or exceeding the applicable performance objectives as identified by Philadelphia Works and/or the Commonwealth including WIOA Common Measures for youth.

• Strengthening the capacity of youth-serving organizations. • Aligning youth workforce development programs with other citywide initiatives and efforts. • Providing transparency in the use of funds and procurement along with meeting all fiscal

regulatory requirements.

Recommendation:

The YouthWorks RFP Ad Hoc workgroup recommends that the Philadelphia Works Board select the YouthWorks Administrator as recommended.

i The Workforce Innovation and Opportunity Act (WIOA), the reauthorization of the WIA, will be implemented as of July 1, 2015.

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68

Action Item:

Approve TANF-Youth Development Funding of Year-Round Investment and Contract Renewal

Action The Philadelphia Council for College and Career Success recommends the Philadelphia Works Board approve one year renewals for year-round contracts providing services to high-priority populations and approve the investment of $3,299,948 in Temporary Assistance to Needy Families Youth Development (TANF-YD) funds for services that support year-round slots for the period of July 1, 2015 - June 30, 2016.

Background and Rationale A portfolio of providers is annually funded to implement year-round programs to provide educational and career preparation services to high-priority youth populations across the city. Contracts are typically procured with an option for two additional renewal years. Year-round programs are supported through a blended investment strategy combining TANF-YD funds with funds leveraged by the Philadelphia Department of Human Services, enabling the system to provide services to high-priority populations across the city, including out-of school youth, court-involved youth and youth with disabilities.

• E3 Power Centers - The E3 Power Center initiative is a holistic approach to preparing out-of-school youth and youth returning from juvenile placement to achieve long-term educational, career and personal goals, including self-sufficiency. The Centers are designed to provide supports along three interrelated pathways: Education (intensive literacy instruction, GED-prep classes, post-secondary access and prep), Employment (job-readiness training, subsidized internships, community-service and service-learning opportunities, and job-search assistance), and Empowerment (development of life skills that help youth promote and sustain productive and healthy choices). Annually, E3 Power Centers serve approximately 600 youth across four1 centers.

• Center for Literacy (CFL) - Close to half (42%) of all youth served by E3 Power Centers read below the 6th grade level. CFL provides intensive literacy programs at E3 Power Centers through one-on-one and small group support to youth who are functionally illiterate, reading below a 6th grade level. A CFL instructor is based at each Center and he/she is responsible for administering the necessary assessments and helping youth develop reading skills including decoding, word identification and comprehension, which are crucial if a young person intends to advance to GED prep level classes. Annually, CFL serves approximately 150 youth enrolled at E3 Power Centers.

• YESPhilly - Similar to E3 Power Centers, YESPhilly facilitates academic and career readiness through a series of services including: re-connection to educational services, job-readiness training, subsidized employment, occupational-skills training, supports for placement in long-term educational and/or employment settings, aftercare, and transitional support after program completion for disconnected youth who have specific interests in digital media and technology. Annually, YESPhilly serves approximately 65 youth.

• Communities in Schools – Start on Success (CIS-SOS) - CIS-SOS provides workplace exposure, mentoring, and work-skills development to in-school youth with physical, mental, or sensory disabilities. The program is designed to help students receiving special education services develop vocational and work-readiness skills to secure viable employment beyond high school and/or increase the success of students entering postsecondary education and training programs. Annually, CIS-SOS serves approximately 30 youth.

1 The four E3 Power Centers are operated by Communities in Schools of Philadelphia, Congreso de Latinos Unidos, The Bridge, and JEVS Human Services

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Investment Conditions TANF-YD resources to support the Youth Administrator functions of the public workforce system are subject to change based on Commonwealth’s budget; any decrease in TANF-YD funds will impact year-round programs including a possible decrease to subcontractors. Philadelphia Department of Human Services funds support only E3 Power Centers; investment recommendation assumes level DHS funding. Investment Priorities • Maintain a diversity of programmatic strategies for various high-priority populations including

disconnected from school/work, involved in the juvenile justice system, and youth with disabilities. • Maintain intensive literacy programming for youth reading below the 6th grade level. • Maintain infrastructure for high-quality services aligned with the needs of high-priority populations. Investment Overview Current investments that support year-round TANF-funded programs for high-priority youth:

Provider Costs Plus

Youth Wages + Fringe Year-Round

Program Support Year-Round Indirect Total

TANF-YD $3,139,071.00 $0 $160,877.00 $3,299,948.00 DHS $1,494,000.00 $202,066.00 $169,607.00 $1,865,673.00 Total $4,633,071.00 $202,066.00 $330,484.00 $5,165,621.00

A large majority (90%) of funding supports youth wages and provider costs; 10% of funding is invested in program support (e.g., centralized training, technical assistance and program implementation support) and indirect support (e.g., contract and data management, youth payroll, worksite quality assurance).

Performance Considerations In making this recommendation, the Council acknowledged performance challenges, and made the recommendation to renew with the understanding that the TANF-YD dollars are scheduled to be re-procured following this final year of renewal and that discussion for appropriating dollars as well as targeted performance issues would be appropriately reviewed as a part of that larger strategic process.

Model – Provider FY’13 (Ending June 30, 2013) FY’14 (Ending June 30, 2014)

Youth Credential Placement Skill Gain Youth Credential Placement Skill Gain

E3 C

ente

rs E3 Southwest – CIS 114 Met Met Met 94 Met Met Not Met

E3 North – Congreso 142 Met Met Met 198 Met Met Met

E3 Center City – JEVS Opened in September 2013 162 Met Met Met

E3 West – The Bridge 144 Met Met Met 145 Met Met Not Met

YESPhilly 85 Not Met Not Met N/A 65 Not Met Not Met Met

Start on Success – CIS 29 Met Not Met N/A 30 Not Met Not Met N/A

FY ’15 Funding

E3 Power Centers $3,917,800 Center For Literacy $330,574 YESPhilly $344,403 CIS – Start On Success $92,147

INVESTMENT SUMMARY Provider Costs Plus YouthWages + Fringe 90%Year-Round ProgramSupport 4%Year-Round Indirect 6%

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Action Item: Approve TANF-Youth Development Funding of

Summer Investment and Contract Renewal

Action The Philadelphia Council for College and Career Success recommends the Philadelphia Works Board approve one year renewals for WorkReady summer contracts and approve the investment of $3,400,000 in Temporary Assistance to Needy Families Youth Development (TANF-YD) funds for services that support WorkReady Summer 2015 for the period of April 1, 2015 - September 30, 2015. TANF-YD funds will be used to support the full program (provider costs and youth wages), infrastructure (WR-Program), and administrative costs for 1,420 slots.1

Background and Rationale A portfolio of providers is annually funded to implement summer WorkReady programs across three program models (service learning, work experience, internships) as a workforce preparation strategy. The summer employment programs provide valuable work-based learning experiences that reinforce the connection between work and learning. This recommendation will minimally fund 1,420 slots, invested in the following Summer Employment Program models: • In the Service Learning model; a total of 363 slots for an investment in youth wages, and contract

operating expenses of $503,570 • In the Work Experience model; a total of 829 slots for an investment in youth wages, and contract

operating expenses of $1,151,111 • In the Internship model; a total of 228 slots for an investment in youth wages, and contract

operating expenses of $316,001 Approximately $890,000 of the $3.4 million projected for summer programs will be allocated to indirect and program support expenses. Any remaining funds, currently projected at approximately $530,000, will be allocated to support additional slots among the contracts listed below, pending an analysis of providers’ capacity following the submission of required renewal documents. Investment Conditions • Funding allocations must align with the stipulations of the TANF resources. • TANF resources to support the Youth Administrator functions of the public workforce system are

subject to change based on Commonwealth’s budget; any decrease in TANF funds will directly impact WorkReady Summer 2015 including a possible decrease in seasonal staff and reduction in the capacity of the Youth Administrator to provide centralized enrollment, WorkReady hotline support, and trouble-shoot provider implementation challenges throughout the program.

Investment Priorities • Maintain the diversity of program experiences by funding a diverse portfolio of providers. • Ensure equitable access to services, particularly to diverse and high-need populations. • Maximize the scalability of the system and limit the financial impact on providers by preserving

contracts at the minimum slot level procured and approved for WorkReady summer 2014. • In addition to FY2016 provider operating and youth wage expenses, reserve appropriate proportion

of funding to cover FY2015 program “start-up” costs and WorkReady program quality supports. • Maintain a broad provider network in order to continue to build the capacity of the agencies across

the city to implement successful work-based learning programs.

Investment Overview Projected TANF-YD funding for WorkReady Summer Employment Program models:

1 Please note, this figure represents projections for summer programs based only on TANF-YD funding. Formal projections for WorkReady summer programs will be announced in February.

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Category Amount Total Projected TANF Summer’15 Revenue $3,400,000 Total Indirect Amount $187,843 Total Program Support $705,577 Total Funding Available for Slot Allocation $2,506,580

Methodology for TANF-YD Summer 2015 Allocations: • Renew the listed providers, pending the submission of required renewal documents. All listed

contracts have met the summer completion metric at or above 80% of the contracted level. • Preserve contracts at the minimum slot level procured and approved for WorkReady summer 2014 • Maintain a minimum contract slot level of 25 slots to ensure efficiency, minimize fiscal impact on

providers and support diversity within the system • Allocate remaining funds to additional slots among listed contracts, pending provider capacity review

Provider Contracts and TANF-YD Allocations Provider Organization Model Slots Wages Operating Total Asian Americans United –AAU Service Learning 25 $24,700 $10,000 $34,700 Asian Americans United-CYOP Service Learning 25 $24,700 $10,000 $34,700 ASPIRA Service Learning 25 $24,700 $10,000 $34,700 ASPIRA Work Experience 25 $24,700 $10,000 $34,700 ASPIRA Internship 41 $40,909 $16,562 $57,471 Awbury Arboretum Association Service Learning 25 $24,700 $10,000 $34,700 De La Salle Vocational Work Experience 25 $24,700 $10,000 $34,700 District 1199c Training and Upgrading Fund Work Experience 25 $24,700 $10,000 $34,700 Frankford Community Development Corporation Service Learning 25 $24,700 $10,000 $34,700 Free Library of Philadelphia Service Learning 50 $49,400 $20,000 $69,400 JEVS Human Services Work Experience 25 $24,700 $10,000 $34,700 LULAC National Educational Service Centers Service Learning 25 $24,700 $10,000 $34,700 Lutheran Settlement House Service Learning 25 $24,700 $10,000 $34,700 Management and Environmental Technologies Work Experience 25 $24,700 $10,000 $34,700 Metropolitan Career Center Work Experience 25 $24,700 $10,000 $34,700 Mural Arts Program Service Learning 31 $30,138 $12,202 $42,340 New Foundations Charter School Work Experience 25 $24,700 $10,000 $34,700 New Foundations Charter School Internship 25 $24,700 $10,000 $34,700 North Light Community Center Internship 25 $24,700 $10,000 $34,700 People for People Internship 35 $34,090 $13,802 $47,892 Philadelphia Academies, Inc. Internship 25 $24,700 $10,000 $34,700 Philadelphia Education Fund Service Learning 25 $24,700 $10,000 $34,700 Philadelphia Parks and Recreation Work Experience 508 $501,525 $203,047 $704,572 Philadelphia Physicians for Social Responsibility Work Experience 25 $24,700 $10,000 $34,700 Resources for Human Development Work Experience 43 $42,762 $17,312 $60,074 Sankofa Freedom Academy Service Learning 32 $31,911 $12,919 $44,830 Student Conservation Association Service Learning 25 $24,700 $10,000 $34,700 Temple University - ITSRG Internship 52 $51,136 $20,703 $71,838 Temple University -CSPCD Work Experience 53 $52,792 $21,373 $74,165 University City District Internship 25 $24,700 $10,000 $34,700 Valley Youth House Work Experience 25 $24,700 $10,000 $34,700 Women's Christian Alliance Service Learning 25 $24,700 $10,000 $34,700 System Total 1,420 $1,402,763 $567,920 $1,970,682

INVESTMENT SUMMARY Indirect Costs 7%Program Costs 10%Provider Costs 19%Youth Wages + Fringe 64%

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Action Item: Approve Amendment to Philadelphia Works’ Bylaws

Action

The Philadelphia Works Board is asked to approve an amendment to the current Philadelphia Works’ Bylaws to allow for 1 year reappointments.

Background

The current Philadelphia Works’ Bylaws allow for 2 or 3 year appointments and reappointments of board members and a term cap of 6 consecutive years. The 1 year reappointment will allow Philadelphia Works to meet the 6 year cap requirement when a board member has already served 5 years. In addition, allowing for a 1 year appointment will be better aligned with the purpose of the Workforce Innovation and Opportunity Act, which aims to make Local Workforce Investment Boards more manageable by decreasing the membership size. The amendment was presented and approved by the Executive Committee on February 19, 2015. Recommendation:

The Board Development Committee recommends that the Philadelphia Works Board amend the Bylaws to allow for 1 year reappointments as recommended.

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74

Action Item: Approval of the FY2014 GASB Audit and IRS Form 990

Philadelphia Works Action The Philadelphia Works Board of Directors is asked to approve the audit and IRS Form 990 for the fiscal year ended June 30, 2014 as recommended by the Finance Committee. Background Philadelphia Works is required to have an annual GASB audit and IRS Form 990 completed and filed. The audit is filed with the federal clearinghouse and is due within nine months of fiscal year end. Included in the GASB annual audit are Statements of Net Position and Government Fund Balance Sheet, Statements of Activities and Government Fund Revenues, Expenditures and Changes in Fund Balance, Statements of Fiduciary Net Position and Statements of Changes in Fiduciary Net Position for the years ended June 30, 2014 and 2013. Also included in the audit are Reports of Independent Auditors on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements and Report of Independent Auditors on Compliance for Each Major Federal Program. The IRS Form 990 due date is May 15, 2015.

FY2014 Audit There are no findings in Philadelphia Works audit for FY2014. The auditor’s opinion on the financial statements is unmodified and there are no instances of non–compliance noted in the reports on internal control and compliance. There are no questioned costs. Recommendation Approve the GASB audit and IRS Form 990 of Philadelphia Works for FY2014.

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Action Item: Approval of the Financial Statements for the Three Months Ended

December 31, 2014 Action The Philadelphia Works Board of Directors is asked to approve Philadelphia Works financial statements for the six months ended December 31, 2014 as recommended by the Finance Committee. Background Philadelphia Works is required to prepare monthly financial statements, which are to be approved by the Finance Committee. Financial Statements include Unaudited Financial Statements of Position, 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 six months ended December 31, 2014.

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Appendices

The following documents can be found in this section:

Reports from Affiliates

o Philadelphia Youth Network (PYN)……………………………………………….……83

o EARN Centers, Job Specific Skills Training (JSST)…….……………………..85-87

o PA CareerLink® Consortium…………………………………………………………..……89

Finance Report……………………………………………………………………………………………….91

Workforce System Quarterly Summary Report……………………………………….……107

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Reports from Affiliates

Philadelphia Youth Network

EARN Centers, Job Specific Skills Training

PA CareerLink® Consortium

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In January, the Philadelphia Youth Network (PYN) opened the new year with the release of the 2013-2014 Annual Report and launch of a new website. While 2014 held unprecedented challenges, the hard work of PYN with our partners and friends led to many successes that superseded the obstacles. As an organization, PYN is committed more than ever to sustaining and growing partnerships that seed greater opportunity for youth in Philadelphia.

2013-2014 Annual Report – Opportunity for All

PYN released its 2013-2014 Annual Report, Opportunity for All. To achieve a future filled with economic growth and opportunity, young people need access to high-quality experiences that prepare them to meet the needs of employers, both regionally and nationally. At PYN, that means implementing what we like to call The Opportunity Equation. Our approach to creating opportunity for youth is built on a collective impact model maintained by committed partnerships working in tandem on behalf of young people. As a convener, PYN makes it easier for systems to impact Philadelphia’s youth by connecting policy to practice, elevating local and national research and aligning promising approaches that prepare youth for future success. Alongside partners, PYN works to identify institutional barriers facing young people and build scalable solutions that benefit the entire community.

“At PYN, we believe that when potential meets opportunity, young people succeed.” -Chekemma J. Fulmore-Townsend, President and CEO

The 2013-2014 Annual Report is available online at www.pyninc.org.

Philadelphia Youth Network’s New Website

The Philadelphia Youth Network’s website has a new look and feel. With an energized brand, we invite you to visit our home on the web to learn more about PYN’s successes, campaigns and opportunities to partner.

You can also connect with PYN online through social media:

YOUTH AFFILIATE REPORT PHILADELPHIA YOUTH NETWORK, INC.

/pyninc /philadelphiayouthnetwork

@pyninc

/pyninc

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Program Highlights and Success Stories as Reported by EARN Centers and Job Specific Skills Training (JSST) Programs

Esperanza EARN Center Ms. Denise Henderson arrived at the Esperanza EARN Center full of questions about the TANF (“welfare”) system and how the EARN program could benefit her. She had recently lost her job after working for ten years as a teacher’s assistant. She was scared of entering the job search world and didn’t know where to start looking for work. She was eager to start working so that her finances at home could stay intact. Upon enrolling at the EARN Center, Ms. Henderson showed potential — she was nervous but also excited about her future. Ms. Henderson had a desire to work in an office environment but lacked the work experience. Ms. Henderson was placed in an internship at the EARN Center and she excelled. She was trained in all aspects of administrative duties such as phone etiquette, professional appearance and clerical duties including front desk, faxing, copying and data entry. She also worked closely with the Job Match Team and Job Development Team who assisted in enhancing her interviewing skills, professional appearance and networking skills. Ms. Henderson gained confidence in herself and applied her new office and job searching skills to getting a job just a few weeks after enrolling. She has been working for eight months as a Lead Teacher for a non-profit organization and has also developed a new passion for helping others. Ms. Henderson is no longer receiving TANF public assistance benefits and is financially stable. She is also pursuing a bachelor degree in Social Work at Temple University. Quote from Ms. Henderson “Thank you Esperanza staff for believing in me and for helping me get back on my feet so quickly.” EDSI EARN Center Mr. Jorge Ortiz enrolled at the EDSI EARN Center on August 25, 2014. He started the program in job search activity. Mr. Ortiz focused on security job leads because most of his work experience had been in that field, but he also considered opportunities in other industries. Mr. Ortiz had a particularly challenging barrier to re-entering the workforce, having spent several years incarcerated as a result of two 2005 felony convictions. Because of Mr. Ortiz’s prior incarceration, he was limited in where he could apply for employment. He was open to any position, any shift, and while job seeking at the EARN Center, he jumped at every job opportunity. On September 17, 2014, he interviewed with Fresh Grocer, an employer with a strong history of partnering with and hiring from the EDSI EARN Center. Mr. Ortiz was hired on the spot as a driver. He rejoined the workforce with enthusiasm and dedication, working for $10.00/hour and averaging more than 30 hours a week. In December, he shared that he is being considered for a supervisory position with the company. Most recently, a family member of his reached out to the EARN Center to share how much this job has meant to Mr. Ortiz and his family. For a job seeker with such a difficult barrier, what

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Mr. Ortiz has been able to accomplish in just four weeks at the EARN Center and maintain over the last five months is impressive. His story also provides an example of what employers can gain when they look beyond criminal backgrounds and see the strengths and skill sets of qualified candidates. Job Specific Skills Training: People’s Emergency Center Giacinta Fields is a single mother in her early thirties with four children. In 2013 she was laid off from her position as an Executive Administrative Assistant in a corporate setting. Highly skilled, bright, and eager to provide for her family, Ms. Fields lacked any post-secondary education or training. She found herself competing for jobs with underemployed candidates with college degrees. For the first time, she had to apply for public benefits and was referred to the EARN system for employment assistance. As she entered the EARN system, she realized that she wanted a career and not just a job and choose to apply for a training program. She selected PEC's Residential Assistant program and was pleasantly surprised at the strength of the curriculum and the opportunity for a hands-on internship. Since graduating in July 2014, she has held three consecutive positions at local family shelters. She is currently a full-time Residential Assistant earning $10 an hour. "I learned the hard way about importance of education and training. College is a priority now for me and my children," says Ms. Fields. She begins studying at a local college next year, and her oldest son is now exploring some of the most well-known colleges on the East Coast.

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The EARN Center – 10 Years and Still Going Strong!

On February 18, 2015, a little more than 10 years from the day that Impact Services Corporation opened the first EARN Center in Philadelphia, Philadelphia Works formally announced that Impact would be one of the four organizations selected to implement the next step in the workforce development services in Philadelphia – the No Wrong Door Integrated Services Model! When Impact opened the pilot Center on February 14, 2005, it was actually called a Neighborhood Center and the focus was on long-term preparation and case management services. Customers were enrolled for assessment for thirty days before beginning job search or other activities; customers remained with the Center if they participated in Job Specific Skills Training so that continuous case management could be provided; GED and basic skills tutoring were provided by on-site literacy agencies funded through the Center budget; and expectations were that customers might remain with the Center for up to two years. The first goal that the Philadelphia Workforce Development Corporation (PWDC) evaluated Impact on was that 30% of customers were expected to be placed within 6 months of enrollment! PWDC quickly changed the name of the new model to the Employment Advancement Retention Network (EARN) Center, changed the focus from long-range development to rapid attachment to the workforce, and established JSST as a separate component within the system. The system which expanded to 9 Centers, was reduced when the County Assistance Offices merged (Impact’s EARN Center transitioned into a specialized program called the Social Employment Center serving pregnant TANF customers), expanded again to include new providers, and then in December 2011, shrank back to six providers when two existing EARNs were closed and their customers transferred to other providers, including Impact, which had assumed responsibility for the EARN Center at 2701 North Broad Street in November, 2010. Working with PWDC and then Philadelphia Works, Impact and the other EARN Center providers continually cooperated to make the system the best it could be and improve performance. For Impact, the ten years of service included processing over 18,498 enrollments and 4,537 job placements, as well as helping over 1,017 customers transition to JSST for occupational training just in the last four years. These numbers, significant enough, were multiplied several times over for the whole EARN Center system. In a field that has constantly been marked by changing models and approaches to helping recipients of public assistance prepare for successful employment, the fact that the EARN Center model is not only ten years old, but is a major component of future workforce development plans as part of the No Wrong Door model, is a testament to the soundness of the model and the efforts that Impact and other providers have made to continually ensure that the EARN Center is meeting the needs of its customers.

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Summary of PA CareerLink® Philadelphia Consortium Activities during the Second Quarter of Program Year 2014 Service Delivery Activities Second quarter activities are constant and in-line with the expected goals. Registrations, placements and training progressed well and were consistent during the quarter, and all internal performance goals were in-line to be met. Governance, including strategic and operational activities that are tied to the WIB Operator Agreement

• The current Suburban Station PA CareerLink® was tentatively scheduled to reopen in February 2015; however, due to a delay in construction, it will not reopen in February. Instead, it will officially open on April 1, 2015 as the first center under the “No Wrong Door” Integrated Services Delivery model.

• In partnership with Philadelphia Works, a presentation was conducted by the Pennsylvania Department of Labor & Industry to provide the new “No Wrong Door” Integrated Services Delivery Contractors with an overview of Workforce Investment Act (WIA) services. The presentation outlined specific obligations related to staffing, resource sharing agreements, and best practices. The presentation was well-attended and valuable information was received.

Partnerships and Collaboration Efforts

• As a result of the Civil Service Exam workshops conducted by PA CareerLink® centers in collaboration with Department of Public Welfare (DPW), PA CareerLink® customers helped to fill approximately 170 positions within the new Pennsylvania Statewide Processing Center. The centers bring an opportunity for more efficient operations and enhanced customer service. The Statewide Processing Centers are completely operational, fully staffed and making a positive impact for Pennsylvania citizens.

• Ban the Box - Karen Forman, a representative from the Philadelphia Commission on Human Relations, provided an overview to the Consortium of the “Ban the Box” law, which Philadelphia passed in July 2011, making it illegal for employers to ask about an applicant’s criminal record until after the first interview.

• Community Connections - A high-level community connections plan was developed in order to

create and maintain relationships between PA CareerLink® centers and community organizations. These particular organizations will serve as a satellite of a CareerLink. Thus, it is important for staff to coach such organizations on the PA CareerLink® system’s curriculum and services since they will assist with registration; provide interview coaching; and conduct workshops to hopefully drive jobseekers into the centers.

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Finance Report

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MEMORANDUM To: Finance Committee From: Hai H. Nguyen Date: January 20, 2015 RE: Operations Narrative

Enclosed for your review are the Unaudited Financial Statements of Position, Statement of Activities and cash flows for the Six Months Ended December 31st, 2014 for Philadelphia Works, Inc.

The Statement of Financial positions indicates current assets totaling slightly below $22MM compared to current liabilities totaling approximately $20MM indicating a favorable current ratio greater than 1:1. Accordingly we are meeting our short term obligations.

EARN center operations have utilized approximately 53 percent of cost reimbursement funds. EARN cost reimbursement invoices have been paid to providers through October 31, 2014. WIA operations have spent 100 percent of the carryover funds from Fiscal Year 2014 for Adult, Youth, and Dislocated Worker services. Approximately 88 percent of the TANF youth spending occurred during the first and second quarters for the summer youth program. Analysis of administrative and programmatic operations has been included for your review. Among the highlights is the following:

• Administrative operating expenses indicate an over-spending variance of $37,219. Mainly due changes to the classification of budgeted programmatic staff to administrative by funders, at December 31, 2014.

• Program expenses indicate an under spending variance of approximately $2MM primarily attributable to performance.

• Deferred revenue is composed of cost reimbursement advances and performance funds received not yet earned.

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Philadelphia Works Financial Statements and Funding Forecast for Six Months Ended December 31, 2014

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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

Financial Statements and Funding Forecast As of December 31, 2014

Table of Contents

Statement of Financial Position .................................................. 99

Revenue Analysis December 31, 2014 ................................ 100

Unaudited Statements of Activities Dec 31, 2014 ....... 101

Unaudited Statement of Cash Flows Dec 31, 2014 .... 102

Projected Costs–Admin for the Six Months Ended

December 31, 2014 ................................................................ 102

Projected Costs–Program for the Six Months Ended

December 31, 2014 ................................................................ 104

Statement of Activities by Funding Source for Six Months Ended Dec 31, 2014 (Unaudited) ...... 105

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2015 Philadelphia Works, Inc. | All rights reserved. 99

PHILADELPHIA WORKS STATEMENTS OF FINANCIAL POSITION AS OF DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2015 Philadelphia Works, Inc. | All rights reserved. 100

PHILADELPHIA WORKS REVENUE ANALYSIS DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2015 Philadelphia Works, Inc. | All rights reserved. 101

PHILADELPHIA WORKS UNAUDITED STATEMENTS OF ACTIVITIES DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2015 Philadelphia Works, Inc. | All rights reserved. 102

PHILADELPHIA WORKS UNAUDITED STATEMENT OF CASH FLOWS AS OF DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2013 Philadelphia Works, Inc. | All rights reserved. 103

PHILADELPHIA WORKS PROJECTED COSTS – ADMIN FOR THE SIX MONTHS ENDED DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2013 Philadelphia Works, Inc. | All rights reserved. 104

PHILADELPHIA WORKS PROJECTED COSTS – PROGRAM FOR THE SIX MONTHS DECEMBER 31, 2014

Philadelphia Works Financial Statements and Funding Forecast for the Six Months Ended December 31, 2014

© 2013 Philadelphia Works, Inc. | All rights reserved. 105

PHILADELPHIA WORKS STATEMENTS OF ACTIVITIES BY FUNDING SOURCE FOR SIX MONTHS ENDED DECEMBER 31, 2014 (UNAUDITED)

Workforce System Quarterly Summary Report

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Workforce System Quarterly Summary Report March 18, 2015

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 1

Summary: Second Quarter Program Year 2014 (July 1, 2014 through December 31, 2014)

The usage of PA CareerLink® centers remains high • The number of job seekers enrolled in the PA CareerLink® continues to remain high as the

economy improves in the region and more residents are finding jobs. • The EARN system started tracking performance using a new “individual” model. Centers have

more time to place individuals into jobs; this resulted in more initial placements. • The youth system successfully served over 1,000 participants this year to-date.

PHILADELPHIA WORKFORCE SYSTEM FINANCIAL SUMMARY IN FY2015Q2

Note: WIA and TANF youth system funding report is not final.

Areas of Strength • The number of jobs entered in CWDS remains above the previous year’s levels. • The usage of PA CareerLink® centers remains high – residents find value in the center services. • Retention rate in in-school-youth programs exceeded goals set for the program.

AREAS OF STRENGTH DURING THE SECOND QUARTER

BudgetExpenditures Year-to-Date

% Expended Year-to-Date

Adult and Dislocated Worker Training FundsOn-the-Job Training (OJT) $1,207,879 $218,128 18%Individual Training Accounts (ITA) $492,255 $67,977 14%EARN System EARN and JSST Cost Reimbursement $13,803,660 $7,300,559 53%EARN and JSST Performance* $10,837,062 $453,101 n/aYouth System PY 2014WIA Year-Round Programs $5,441,550 $1,620,000 30%TANF-funded programs $3,206,764 $1,188,169 37%*Spans multiple years

Areas of Strength Outcome

Expected Outcome/ Last Year

Trend

Status

Number of job orders entered in CWDS 7,430 3,247 above trendRetention rate in in-school-youth programs 99% 85% above goal Number of participants visiting PA CareerLink® centers 86,026 77,233 above trend

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 2

Areas of Concern • The number of WIA participants placed into employment is below expectations as are WIA

registrations into training and educational programs. • Median wages for direct placements fell below $15 per hour. • EARN placement, retention, and increased hours outcomes fell below goal although these

improved under the new policy model.

AREAS OF CONCERN DURING THE SECOND QUARTER

Development of the Metrics Aside from the common measures, which are measures of performance defined by the Federal Employment & Training Administration, the metrics in this report were determined locally. In all cases, there were discussions between members of the workforce investment board, their staff, and the entity who would be responsible for reporting and meeting metrics. This report documents the evolution of providing transparency and accountability across the system. Over the past year, Committees of the Philadelphia workforce board worked to build information streams that would identify problem areas in the system and celebrate strengths. This work continues as a dynamic process. Partners required to report information are:

• The WIA Title I Provider - PCG manages Title I adult and dislocated worker services for residents and employers

• The Philadelphia PA CareerLink® Operator Consortium – partner management of the one-stop centers

• The YouthWorks Administrator – Philadelphia Youth Network manages Title I and TANF youth activities

• The EARN system services providers – Philadelphia Works manages these to provide services to adult TANF clients

Some of the WIA Metrics were specified and tracked according to the WIA Title I Provider contract, while other metrics are monitored for trends. Some of the metrics in this report for the Philadelphia PA CareerLink® Operator have goals that are yet to be determined. Therefore these metrics are tracked, but not benchmarked until more information has been collected. Others, such as those in the EARN system are under revision given changes in the way reimbursement may be paid. Commonwealth required performance and metrics identified by the Local Management Committee are included in this report.

Areas of Concern OutcomeExpected

Outcome/ Last Year Trend

Status

Number of new training participants 132 175 below goalNumber of participants placed into employment by WIA staff 240 375 below goalMedian wage for direct placements 13 >$15 below goalEARN placements outcomes 1,023 2,530 below goalEARN retention outcomes 804 9,106 below goalEARN increased hours outcomes 659 10,929 below goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 3

Philadelphia Local Workforce Investment Area Program Year 2014—July 1, 2014 to June 30, 2015 What This Report Includes The following report is a quarterly look at the Philadelphia workforce system –those parts funded through Workforce Investment Act (WIA) allocations and through the Temporary Assistance for Needy Families (TANF). WIA is a federally legislated program currently up for reauthorization. Funds are distributed to the States and then allocated to local areas for strategic use in services to disadvantaged adults, dislocated workers, disadvantaged youth, and for services to employers who hire these workers. WIA requires local control over the use of funds. The Mayor’s appointed Workforce Investment Board must monitor and provide oversight for WIA related activities as well as advance system-building, guide collaboration and coordination with partners, and build strategic policy to address the workforce needs in the City of Philadelphia. TANF funds flow through the workforce system to support youth programming and the Employment and Retention Network (EARN) centers. Philadelphia Works administers funds from the Pennsylvania Department of Public Welfare for the EARN system to place those receiving benefits into employment. TANF youth funding supports the E3 Centers throughout the city and summer work experiences. Other funds reflected in this report are: Wagner-Peyser funds, that support the PA CareerLink® facilities and provide state staff to deliver core services and industry partnership training funds, funded through the Pennsylvania budget.

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 business@philaworks.org. 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. Job seeker services are detailed further on the website at: http://www.philaworks.org/job-seekers/welcome.

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

Workforce System Quarterly Summary Report March 18, 2014

Table of Contents Common Measures ................................................................................. 6

WIA Title I Provider Performance Metrics .................. ……...10

EARN System Summary ..................................................................... 24

PA CareerLink® Metrics ..................................................................... 34

Youth System Summary .................................................................... 46

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 5

Philadelphia Local Workforce Investment Area Program Year 2013—July 1, 2013 to June 30, 2014

Local Labor Market Conditions and Numbers Served Labor Demand and Supply PHILADELPHIA TOTAL EMPLOYMENT AND LABOR MARKET PARTICIPATION 2011 TO 2014

Source: BLS LAUS, CWDS PHILADELPHIA PRIVATE SECTOR EMPLOYMENT BY GOODS PRODUCING AND SERVICE PRODUCING

Source: U.S. BLS Quarterly Census of Employment and Wages; Goods Producing and Service Producing. Calendar years and quarters are used in this table.

Calendar Year Qtr Unemp.

PA CareerLink®

VisitorsRatio

2012 Q1 70,357 24,660 35%Q2 69,313 27,284 39%Q3 74,534 42,114 57%Q4 68,909 27,664 40%

2013 Q1 69,111 25,615 37%Q2 65,393 26,432 40%Q3 69,310 41,239 59%Q4 59,408 35,994 61%

2014 Q1 54,432 32,641 60%Q2 48,220 18,163 38%Q3 51,258 51,788 101%Q4 40,998 34,238 84%

520,000

540,000

560,000

580,000

600,000

620,000

640,000

660,000

680,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2011 2012 2013 2014

Employment Labor Force

Industry 2007 % 2013 %Goods ProducingNatural Resources and Mining Not Disclosed Construction 11,553 2% 9,860 2%Manufacturing 28,312 4% 21,775 3%Service ProducingTrade, Transp., and Utilities 84,492 13% 86,328 14%Information 12,567 2% 11,013 2%Financial Activities 46,026 7% 39,529 6%Professional and Business Serv. 81,978 13% 81,642 13%Education and Health Services 183,433 29% 194,480 31%Leisure and Hospitality 57,983 9% 64,509 10%Other Services 21,779 3% 21,210 3%GovernmentFederal Government 32,081 5% 30,486 5%State Government 10,678 2% 10,809 2%Local Government 61,265 10% 61,567 10%Total 632,147 633,258

-

100,000

200,000

300,000

400,000

500,000

600,000

Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4

2007 2008 2009 2010 2011 2012 2013

Goods-Producing Service-Providing

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 6

Common Measures: Federally Mandated These measures are defined by the federal government. Levels for local areas are set by the Pennsylvania Department of Labor & Industry. Common measures lag activity by up to 18 months. Performance goals (the red lines) are considered met if the local area achieves 80 percent or higher of the goal (the yellow lines). In the second quarter of program year 2014, Philadelphia area met 8 of 9 common measures.

WIA Adult WIA Adult Allocation in PY 2014: $4,990,926 PHILADELPHIA WIA ADULTS ENTERED EMPLOYMENT RATE WITHIN THREE MONTHS

PHILADELPHIA WIA ADULT RETENTION AT SIX MONTHS FROM QUARTER OF EMPLOYMENT

PHILADELPHIA WIA ADULT SIX MONTHS AVERAGE EARNINGS

WIA Dislocated Worker WIA Dislocated Worker Allocation PY 2014: $2,670,095 PHILADELPHIA DISLOCATED WORKER ENTERED EMPLOYMENT RATE WITHIN THREE MONTHS

PHILADELPHIA DISLOCATED WORKER RETENTION AT SIX MONTHS FROM QUARTER OF EMPLOYMENT

PHILADELPHIA DISLOCATED WORKER SIX MONTHS AVERAGE EARNINGS

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 7

Youth WIA Youth Allocation PY2014: $5,329,257 PHILADELPHIA YOUTH PLACEMENT INTO POST-SECONDARY, MILITARY OR EMPLOYMENT

PHILADELPHIA YOUTH RATE OF DEGREE OR CERTIFICATION ATTAINMENT

YOUTH SCORING AT OR BELOW AN 8TH GRADE LEVEL SHOWING GAINS IN LITERACY OR NUMERACY

Notes: there were no youth to count in the first quarter of PY2012 for youth literacy or numeracy gains. Adult and Dislocated Workers entered employment are cumulative and represent exiters for the period during October 1, 2013 through March 31, 2014. Adult and Dislocated Worker retention and wages are based on participants exiting from April, 2013 through September 30, 2014. Youth programs run for 9, 12 and 24 month periods.

Local Performance These performance metrics apply only to those served by the public workforce system and who are WIA registered. The number of WIA registered job seekers is between 5 and 10 percent of the total unique persons served each year. A dislocated worker: • Has been terminated or laid off, or has received

a notice of termination or layoff from employment;

• Is eligible for or has exhausted unemployment insurance;

• Has demonstrated an appropriate attachment to the workforce, but not eligible for unemployment insurance and unlikely to return to a previous industry or occupation;

• Has been terminated or laid off or received notification of termination or layoff from employment as a result of a permanent closure or substantial layoff;

• Is employed at a facility where the employer has made the general announcement that the facility will close within 180 days;

• Was self-employed (including employment as a farmer, a rancher, or a fisherman) but is unemployed as a result of general economic conditions in the community or because of a natural disaster; or

• Is a displaced homemaker who is no longer supported by another family member.

Common measures outcomes reported during the second quarter are: WIA Adult: • Entered employment: 598 • Six-month retention: 785 • Average six months earnings: $13,470

WIA Dislocated Workers: • Entered employment: 317 • Six- month retention: 468 • Average six months earnings: $13,876

Youth • Placement in post-secondary education,

military, or employment: 86 • Attainment of a degree or certification: 116 • Youth Literacy / Numeracy gains: 89

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 8

WIA System Fiscal Summary The information below reflects use of Workforce Investment Act (WIA) Formula funds, National Emergency Grants On-the-Job Training (NEG OJT) funds, and industry partnership funds in the public system for direct services and training only, not for administration of the system. The Job Seeker Services funds reflect only WIA and not Wagner-Peyser funds in the local PA CareerLink® system. 35 percent of adult WIA funds for fiscal year 2015 (aligned with program year 2014) including funds carried over from fiscal year 2014 (aligned with program year 2013) have been expended. OVERVIEW OF SYSTEM FINANCES

National Emergency Grants On-the-Job Training (NEG OJT) funds are available to the Philadelphia workforce system and the WIA Title I Provider given the persistently high rate of unemployment in the city. The City uses its funds for Economic Development and Special Programs to support business attraction, these efforts are supported with WIA funds where we invest dollars to expand or retain the number of employers through the use of training funds.

Adult & Dislocated Workers*FY2015

Proposed Budget

Expended Year-to-

Date

Percent of Budget

Expended

Number Served

Year-to-Date

On-the-Job Training (OJT) 61Formula Funds $1,126,907 $199,503 18%OJT (NEG) FY2015 $80,972 $18,625 23%Individual Training Accounts (ITAs) 18Formula Funds $492,255 $67,977 14%Training Subtotal $1,700,134 $286,105 17%Rapid Response 30 Other Services $208,437 $75,000 36%Direct Placement for New Immigrants $150,000 $79,726 53%Other Services Subtotal $358,437 $154,726 43%Other Activities 51,788 WIA PA CareerLink® Services $3,500,000 $1,434,602 41%Integration & Co-Location PACareerLink® Program $200,050 $125,607 63%Other Services Activities Subtotal $3,700,050 $1,560,209 42%Total Training and Activities Funding $5,758,621 $2,001,040 35%

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 9

PERCENT OF TOTAL WIA FUNDS EXPENDED YEAR-TO-DATE

Note: not a WIA Provider performance metric; expenditures are cumulative. Industry partnership activities are funded by the Commonwealth of Pennsylvania (shown as training funds) and competitive grants from funders in support of workforce development. Social Innovation funds support strategic planning activities and pipeline development activities for employer partners. The industry partnership obligated 83 percent of the funding year-to-date – expenditures will be confirmed once the training invoices are reviewed. 81 participants enrolled in training and 34 trainings have been completed. OVERVIEW OF INDUSTRY PARTNERSHIP FINANCES

* Training funds only include the State funding. Social Innovation fund is awarded through December 31, 2014.

Year QtrFunds

ExpendedFY2013 Q1 15%

Q2 20%Q3 50%Q4 79%

FY2014 Q1 24%Q2 49%Q3 61%Q4 82%

FY2015 Q1 17%Q2 35%Q3Q4

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

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

FY2013 FY2014 FY2015

Funds Expended Annual Goal 50% of Annual Goal

Industry Partnerships Proposed

BudgetExpended in Quarter

Expended Year-to-

Date

% Expended Year-to-

Date

Completed Training Year-

to-Date

Training funds* $74,243 $0 $0 0% 34Social Innovation Fund - Round 3 $50,000 $43,850 $50,000 100% 108

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 10

WIA Performance Metrics (Common measures are part of the WIA Title I Provider and YouthWorks Administrator metrics) The WIA performance metrics include three performance goals and common measures set for program year 2014 and trend metrics tracked by Philadelphia Works. Negotiated performance goals are reflected in the contract of the WIA Title I Provider. Trend metrics goals are set at performance levels defined as successful or benchmarked to exceed last year’s performance. Not included below are the WIA state-negotiated common measures (pages 6 and 7). Common measures are part of the WIA Title I Provider and YouthWorks Administrator performance goals as well. Metrics set for the WIA Title I Provider were expected to reach the 50 percent of the yearly goal. WIA Title I provider enrolled a higher number of WIA participants than expected. The number of participants enrolled in training, participants placed into employment, and median wage was below target. SUMMARY OF PRIMARY METRICS FOR THE PERFORMANCE OF WIA TITLE I PROVIDER DURING PY2014 Q2

Note: median wages are reported for placements in quarter (not year-to-date) All other measures are tracked for trends and are not part of the WIA Title I Provider metrics. The following metrics are tracked:

• WIA Title I (Adult and Dislocated Worker) Provider performance metrics: o Number of newly registered WIA participants; o Number of new participants placed into training; o Number of new participants placed into employment; o Median wages for placements; o Progress on the development of community connections.

• WIA trend metrics indicate activities across time but are not performance goals. Trend metrics are split into the following categories:

o Job seeker services metrics divided into inputs, metrics that should lead to positive outcomes for job seekers, and outputs, metrics that demonstrate results for job seekers’ outcomes and employers’ outcomes;

Select WIA Provider MetricsPY2014 q2

year-to-date

Goal for PY2014

% of Goal

Goal Status (50% of goal expected)

Number of adult and dislocated workers newly WIA registered 1,668 2,500 67% over-registeredNumber of new training participants 132 350 38% below targetNumber of participants placed into employment by WIA staff 240 750 32% below targetMedian wage $13.4 >$15 n/a below targetReport on community connections on target

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 11

o Employer services metrics are metrics demonstrating employers’ affiliation with the workforce system ;

o Employer and job seeker satisfaction metrics.

WIA Title I (Adult & Dislocated Worker) Provider Performance Metrics Based on contract negotiations, WIA Title I Provider goals are to achieve 2,500 newly WIA registered adults, 350 training enrollments, 750 job placements, and maintain the median wage above $15 per hour during the program year 2014. Newly WIA Registered Participants Job seekers that are registered to receive WIA services face specific barriers to employment that often require a more extensive set of services to help with successful job placement. In the U. S. Department of Labor sequence of services, core services are basic help such as resume writing and on-line job search. The next levels are intensive services such as one-on-one career counseling and, finally, training services. All those who receive training services must be WIA registered. WIA registration is an indicator of the number of residents who become eligible for intensive and training services. 1,668 participants were registered since the beginning of the program year – registrations were higher than the target goal.

NUMBER OF ADULT AND DISLOCATED WORKERS NEWLY WIA REGISTERED

Note: Cumulative over the year.

Year Qtr

New WIA Registered:

WIA Provider

New WIA Registered:

Other Providers

PY2012 Q1 223 24 Q2 1,024 31 Q3 1,798 54 Q4 2,730 80

PY2013 Q1 646 Q2 1,273 13 Q3 1,779 48 Q4 2,732 86

PY2014 Q1 941 7 Q2 1,668 30 Q3Q4

-

500

1,000

1,500

2,000

2,500

3,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014WIATitle I Provider Other ProvidersWIA Title I Provider Goal 50% of Annual Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 12

New WIA Training Participants WIA registered participants can be enrolled in training – customized job training programs designed to meet specific employer needs, on-the-job training programs that provide training to new hires, and individual training accounts that allow individuals to enroll into training in occupations in high demand. 132 new participants were enrolled in training since beginning of the program year, below the expected levels needed to be on track to achieve the year-end goal of 350. NUMBER OF NEW WIA TRAINING PARTICIPANTS

Note: Cumulative over the year. Training numbers also include training slots funded by partner programs for WIA customers. 53 co-enrollments in Trade and Philadelphia Housing Authority-funded training programs are included in the number of participants in training. Participants Placed into Jobs NUMBER OF PARTICIPANTS PLACED INTO EMPLOYMENT BY WIA STAFF

Note: Cumulative over the year. In PY2014 83 percent of placements were direct placements; 21 percent of placements followed training.

Year QtrNumber of Participants

PY2012 Q1 35 Q2 60 Q3 153 Q4 257

PY2013 Q1 113 Q2 169 Q3 251 Q4 313

PY2014 Q1 61 Q2 132 Q3Q4

- 50

100 150 200 250 300 350 400

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014Number of Participants Annual Goal 50% of Annual Goal

Year QtrPlacements:

WIA Provider

Placements: Other

ProvidersPY2012 Q1 28 30

Q2 98 37 Q3 268 59 Q4 354 106

PY2013 Q1 171 13 Q2 305 25 Q3 495 50 Q4 683 87

PY2014 Q1 134 12 Q2 240 12 Q3Q4

- 100 200 300 400 500 600 700 800 900

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

WIA Title I Provider Other ProvidersWIA Title I Provider Goal 50% of Annual Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 13

Participants receiving training services are tracked individually for placement. Some participants are placed directly as center staff sets up interviews and connects these individuals with employers. Many placements are never recorded because after receiving placement services, job seekers fail to inform staff of their successes. PA CareerLink® staff work with Philadelphia Works business engagement team to identify employment opportunities so that PA CareerLink® staff may place participants. 240 participants were placed into employment by WIA Provider, reaching only 32 percent of the annual goal to place 750 participants. Wages at Placement

Wages at about 15 dollars an hour are considered a minimum living wage in Philadelphia. The goal is to help individuals enter employment where wages reach 15 dollars per hour or more within six months of the initial placement. Progress on this goal is tracked by monitoring median wages at placement and the percentage of individuals that enter employment below 15 dollars per hour. Reported numbers represent initial wages, which may increase after six months or which may not be counted if individuals do not meet a six month retention goal. Median wages in program year 2014 represented a range of placements, with only 45.8 percent of placements at or above the target wage. The median wage year-to-date was $12.81 per hour, based on 240 clients placed into employment by the WIA Title I Provider. Median wage in the second quarter was $13.41. Median wages for cumulative placements (including other providers) were $12.00 per hour.

MEDIAN WAGES AT PLACEMENT

Note: Cumulative over the year. Wages in PY2014 are based on 240 placements. Report on Community Connections WIA Title I Provider has developed a comprehensive plan to reach out to community-based organizations. As part of the plan, WIA Title I provider created a packet of marketing materials that is shared with potential partners. Additionally as part of the digital strategy, a marketing texting program

Year Qtr Wage

PY2012 Q1 $14.0Q2 $14.5Q3 $14.5Q4 $15.0

PY2013 Q1 $15.1Q2 $15.4Q3 $16.1Q4 $15.9

PY2014 Q1 $12.8Q2 $12.8Q3Q4

$0$2$4$6$8

$10$12$14$16$18

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014Wage Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 14

is being piloted for communication with customers. WIA Title I Provider has identified 299 potential community connections partners and signed 7 contracts in second quarter. Partner training is scheduled to start in the next quarter. WIA Title I Provider is setting up data collection to track referrals between PA CareerLink® and community connections partners. WIA Title I Provider has been charted to develop a workshop for MCOL myPLACE orientations and produce 10 workshops for You Tube© channel. Rough cuts have been made for both these workshops. Once vetted, these workshops will be uploaded to the PA CareerLink® You Tube channel.

WIA Trend Metrics – These Are Not Performance Metrics The following are metrics tracked for trends and reported in the following categories: job seeker services split into inputs and outputs, employer services, and customer satisfaction metrics. Job Seeker Services Job seeker metrics are metrics that track quantity and quality of service delivery to job seekers. Job seeker services metrics are divided into inputs, metrics that should lead to positive outcomes for job seekers, and outputs, metrics that demonstrate results for job seekers. Input metrics are:

• Number of PA CareerLink® active job seekers; • Number of job seekers receiving intensive services such as one-on-one counseling or adult

literacy services; • The number of participants receiving targeted services for veterans, persons with disabilities,

workers over age 55, ex-offenders, and low-literate populations; • Enrollments in training reflects the diverse population seeking work: 55 percent male; • Enrollment in training reflects the diverse population of the city: 70 percent racial or ethnic

minority. PA CareerLink® Unique Job Seekers Counting unique job seekers enrolled in the public system is a clear indicator of the intensity of resource use at the centers. 86,026 individuals enrolled in the one-stop centers since the beginning of the program year, above the program year 2013 trend.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 15

PA CAREERLINK® UNIQUE JOB SEEKERS ACTIVE IN PA STATE EMPLOYMENT DATA SYSTEM

Note: Cumulative over the year Participants Receiving WIA Intensive Services Job seekers who are WIA registered receive intensive services such as one-on-one career counseling and literacy services. 1,717 individuals received intensive services since beginning of the program year, above the program year 2013 levels set as a trend benchmark. NUMBER OF PARTICIPANTS RECEIVING ONLY WIA INTENSIVE SERVICES (NO TRAINING)

Note: Cumulative over the year. Participants Receiving Services for Targeted Populations

PA CareerLink® offices in Philadelphia continue to serve veterans, experienced (55 years and older) job seekers, ex-offenders, those with disabilities, and low literate participants. The WIA Title I Provider continues close collaboration with PA CareerLink® partners such as the Office of Vocational

Year QtrJob Seekers

Enrolled PY2012 Q1 42,114

Q2 69,778 Q3 95,393 Q4 121,825

PY2013 Q1 41,239 Q2 77,233 Q3 109,874 Q4 128,037

PY2014 Q1 51,788 Q2 86,026 Q3Q4

-

20,000

40,000

60,000

80,000

100,000

120,000

140,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

Job Seekers Enrolled PY2013 Trend PY2013 Trend

Year QtrParticipants:

WIA Provider

Participants: Other

ProvidersPY2012 Q1 237 26

Q2 921 32 Q3 1,572 55 Q4 2,331 86

PY2013 Q1 672 1 Q2 1,303 12 Q3 1,746 47 Q4 2,661 79

PY2014 Q1 1,027 3 Q2 1,717 13 Q3Q4

-

500

1,000

1,500

2,000

2,500

3,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014WIA Title I Provider Other ProvidersPY2013 Trend 50% of PY2013 Trend

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 16

Rehabilitation, the Veterans Administration, on-site literacy providers, the Philadelphia Mayors’ Office of Reintegration Services, and the Pennsylvania Bureau of Workforce Partnership and Operations. 728 participants from targeted populations were served since beginning of the program year, similar to levels in the program year 2013.

NUMBER OR PARTICIPANTS RECEIVING TARGETED SERVICES FOR VETERANS, PERSONS WITH DISABILITIES, WORKERS OVER 55, EX-OFFENDERS, AND LOW-LITERATE POPULATIONS

Note: Cumulative over the year. Participants receiving more than one service for targeted populations are counted multiple times. Enrollment in Training Reflects Diverse Populations of the City

ENROLLMENT IN TRAINING REFLECTS THE DIVERSE POPULATION OF THE CITY: MALE TO FEMALE

The job seekers in the PA CareerLink® centers in Philadelphia have been two-thirds male as the Great Recession took hold, and continue to be dominated by men. Diversity metrics show whether populations enrolled into training reflect the diversity in the city across gender and race and ethnicity. The system’s goal is to maintain diversity levels at 55 percent male and 70 percent ethnic or racial minorities. The Philadelphia PA CareerLink® offices continue to serve a diverse population of job seekers

Year Qtr Number of Participants

PY2012 Q1 363 Q2 1,019 Q3 1,495 Q4 1,954

PY2013 Q1 424 Q2 777 Q3 1,145 Q4 1,466

PY2014 Q1 416 Q2 728 Q3Q4

-

500

1,000

1,500

2,000

2,500

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

Number of Participants PY2013 Trend 50% of PY2013 Trend

Year Qtr % MalePY2012 Q1 50%

Q2 78%Q3 55%Q4 60%

PY2013 Q1 44%Q2 50%Q3 51%Q4 51%

PY2014 Q1 57%Q2 54%Q3Q4

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014% Male Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 17

and ensure that enrollment in training reflects demographics of job seekers. Since beginning of the program year, 54 percent of participants enrolled into training were men and 65 percent of participants self-identified as racial or ethnic minorities. ENROLLMENT IN TRAINING REFLECTS THE DIVERSE POPULATION OF THE CITY: RACIAL OR ETHNIC MINORITY TO OTHER

Note: percentage is calculated based on cumulative numbers over the year. Numbers reported in PY2013 are based on 134 participants placed into training. Output job seeker metrics demonstrate positive outcomes such as skill increases or entry into employment. Output metrics are:

• Number of new WIA participants placed into training (includes customized job training, on-the-job training, and individual training account participants);

• Number of WIA participants engaged in the use of Microsoft IT Academies and WorkKeys; • Placement reflects the training completed; • Completion of training leads to college credit or an industry recognized credential through

customized job training and individual training accounts ; and • WIA-registered job seekers “returned unemployed” rate (share of job seekers returning to the

system unemployed after placement).

WIA Participants Placed into Training Here we track the split between individual training accounts and on-the-job training. Training enrollment goals for each type of training are determined by cost of training per person and staff’s capacity to engage employers with on-the-job training funds. Training enrollment benchmarks reflect goals set in the WIA investment strategy for the current program year: 274 on-the-job training slots and 94 individual training accounts by the end of the program year.

Year Qtr % Minority GoalPY2012 Q1 0%

Q2 45%Q3 72%Q4 73%

PY2013 Q1 75%Q2 78%Q3 80%Q4 80%

PY2014 Q1 42%Q2 65%Q3Q4

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014% Minority Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 18

NUMBER OF NEW WIA INDIVIDUAL TRAINING ACCOUNT PARTICIPANTS

Note: Cumulative over the year NUMBER OF NEW WIA ON-THE-JOB TRAINING PARTICIPANTS

Note: Cumulative over the year Participants Engaged in Use of Microsoft IT Academy and WorkKeys Implementation of WorkKeys and use of the Microsoft IT Academy is a Philadelphia Works initiative that can help individuals confirm or increase their skills. This initiative opens possibilities for adults willing to increase their computer skills or earn a certification in information technology. The system’s goal is to increase enrollment in Microsoft IT Academies and in the use of WorkKeys to at least 706 unique individuals in program year 2014. In the first two quarters of the program year 2014, 228 new individuals enrolled in Microsoft IT Academy courses. WorkKeys is a job skills assessment system that measures foundational and soft skills. Successful completion of the assessments allows individuals to achieve certifications demonstrating their work-readiness. No WorkKeys certificates were earned.

Year QtrNumber of Participants

PY2012 Q1 - Q2 6 Q3 20 Q4 60

PY2013 Q1 18 Q2 43Q3 64Q4 73

PY2014 Q1 2 Q2 18Q3Q4

- 10 20 30 40 50 60 70 80 90

100

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014Number of Participants Annual Goal 50% of Annual Goal

Year QtrNumber of Participants

PY2012 Q1 5 Q2 40 Q3 109 Q4 165

PY2013 Q1 63 Q2 88 Q3 135 Q4 154

PY2014 Q1 27 Q2 61 Q3Q4

-

50

100

150

200

250

300

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

Number of Participants Annual Goal 50% of Annual Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 19

NUMBER OF NEW PARTICIPANTS ENGAGED IN THE USE OF MICROSOFT IT ACADEMIES AND WORKKEYS

Note: Cumulative over the year Placement Reflects the Training Completed Training-related employment is the direct result of providing training that produces the competencies employers need in occupations where there is demand for new hires. This is a measure of alignment with the local labor market. The goal is to place 90 or more percent of trainees in employment that is related to training. TRAINING RELATED EMPLOYMENT

Note: Cumulative over the year. Training related employment is based on 41 participants completing training and entering employment.

Year QtrNumber of Participants

PY2012 Q1 28 Q2 228 Q3 484 Q4 705

PY2013 Q1 213 Q2 390 Q3 539 Q4 706

PY2014 Q1 106 Q2 228 Q3Q4

- 100 200 300 400 500 600 700 800

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014Number of Participants PY2013 Trend

- 100 200 300 400 500 600 700 800

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

Number of Participants PY2013 Trend 50% of PY2013 Trend

Year Qtr% Related

EmploymentPY2012 Q1 92.9%

Q2 95.7%Q3 96.1%Q4 95.9%

PY2013 Q1 89.1%Q2 91.2%Q3 92.4%Q4 91.3%

PY2014 Q1 100.0%Q2 97.6%Q3Q4

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014% Related Employment Goal

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 20

Industry-Recognized Credentials Training that results in an industry recognized credential or college credit is an overall goal of the Philadelphia workforce system. The goal is to ensure that 95 percent of trainees receive college credit or an industry recognized credential. Credentials are verified by staff reaching out to participants exiting training. COMPLETION OF TRAINING LEADS TO COLLEGE CREDIT OR AN INDUSTRY RECOGNIZED CREDENTIAL

Note: Cumulative over the year. In program year 2014 the rate is based on 7 completions. “Returned Unemployed” Rate WIA-REGISTERED JOB SEEKERS “RETURNED UNEMPLOYED” RATE

Note: numbers lag behind one quarter Placements that result in steady, long-term jobs for participants are desired outcomes. A low percentage of job seekers returning to the one-stop centers unemployed in the quarter following placement shows

Year Qtr% with

CredentialPY2012 Q1 n/a

Q2 40.0%Q3 61.9%Q4 59.1%

PY2013 Q1 19.0%Q2 34.5%Q3 54.3%Q4 56.7%

PY2014 Q1 100.0%Q2 100.0%Q3Q4

0%

20%

40%

60%

80%

100%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

% Related Employment Goal

Year Qtr % ReturnedPY2012 Q1 1.8%

Q2 1.5%Q3 0.6%Q4 0.4%

PY2013 Q1 2.6%Q2 2.8%Q3 1.5%Q4 1.2%

PY2014 Q1 0.0%Q2Q3Q4

0%

1%

2%

3%

4%

5%

6%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014% Returned Level Not to Exceed

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 21

that the match between employers’ needs and job seekers’ skills was effective. The goal is to keep the percentage of customers returning unemployed to the centers in the quarter after placement below 5 percent. Preliminary data for the previous quarter become available only during the following quarter. The data are finalized as unemployment codes are available in the system of record. Employer Services Metrics The WIA Title I Provider is expected to work in close collaboration with Philadelphia Works business engagement staff to effectively deliver services to the employer community. Employer services metrics track business affiliation with the system and the reputation of the system. These metrics are:

• New employers enrolled in the state employment system; • New job orders entered into the state employment system; • Number of job orders placed in the system by newly enrolled employers; • Number of all Philadelphia employers receiving direct services from WIA staff; • Number of employers who used the system only to post jobs that agree to receive other

services. New Employers Enrolled in PA State Employment System In addition to several employer engagement WIA metrics, the total number of new employers enrolled in the state system is tracked. The system allows employers to request screening services and list job openings without cost. NEW EMPLOYERS ENROLLED INTO PA STATE EMPLOYMENT SYSTEM

Note: Cumulative over the year

Year Qtr New Employers

EnrolledPY2012 Q1 115

Q2 204 Q3 351 Q4 475

PY2013 Q1 120 Q2 245 Q3 382 Q4 519

PY2014 Q1 130 Q2 239 Q3Q4

-

100

200

300

400

500

600

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014

New Employers Enrolled PY2013 Trend 50% of PY2013 Trend

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 22

NEW JOB ORDERS ENTERED INTO PA STATE EMPLOYMENT SYSTEM

Note: Cumulative over the year Job Orders by New Employers The Philadelphia workforce system strives to not just introduce new employers in the system but to ensure that they use the system for posting job orders in the state job bank. The goal is for the system to achieve 180 job orders placed by newly enrolled employers during the program year. Outreach to employers is taking place on an on-going basis. Specifically, Philadelphia Works business engagement staff collaborates with the PA CareerLink® team to outreach to employers. (The employer is then seamlessly provided direct services by the PA CareerLink® team.) Business services and engagement teams work with local chambers and business associations to increase our business penetration, which will in turn yield a larger number of job orders with newly engaged businesses. NUMBER OF JOB ORDERS PLACED IN THE SYSTEM BY NEWLY ENROLLED EMPLOYERS

Note: Cumulative over the year. Only job orders entered by WIA staff are included in this metric.

Year Qtr New Job Orders PY2012 Q1 1,117

Q2 2,269 Q3 3,902 Q4 5,560

PY2013 Q1 1,130 Q2 2,531 Q3 4,132 Q4 6,494

PY2014 Q1 3,838 Q2 7,430 Q3Q4

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014New Job Orders PY2013 Trend 50% of PY2013 Trend

Year Qtr New Job Orders PY2012 Q1 58

Q2 63 Q3 95 Q4 194

PY2013 Q1 50 Q2 79 Q3 117 Q4 136

PY2014 Q1 20 Q2 37 Q3Q4

-

50

100

150

200

250

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

PY2012 PY2013 PY2014New Job Orders PY2013 Trend 50% of PY2013 Trend

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 23

Number of Philadelphia Employers Receiving Direct Services from WIA Staff The Philadelphia workforce system expects to provide direct services to at least 3 percent of Philadelphia employers to serve approximately 900 employers a year. Documenting services to employers remains a challenge for staff. In the first two quarters of the program year 2014, 86 employers received direct services. Number of Employers Who Used the System Only to Post Jobs That Agree to Receive Other Services The Philadelphia workforce system hopes to grow the number of employers that benefit from business services – one way to achieve this is to engage employers that already use the public workforce system for posting jobs but do not engage in other ways. The goal is to get 20 of these employers to request additional business services. Employers who place jobs in the state CWDS system are contacted by PA CareerLink® business services staff and supported in their candidate search to insure that employers are aware of the array of services offered by the public workforce system. This metric is not tracked at this time. Employer and Job Seeker Satisfaction Metrics Another set of metrics shows job seekers and employers’ satisfaction with services. These metrics tell the story around the system’s relevancy to the local community. Employer and job seeker satisfaction metrics are:

• Employers’ positive customer service feedback via survey: recruiting, screening, assessments, other staff assistance

• Connect with other service providers to broaden services available to employers and job seekers • Job seekers positive service feedback: career planning, assessment, one-on-one job search

assistance, quality of workshops, access to resources Employer and job seeker satisfaction surveys in the old format are made available to all customers. Old survey results can be viewed in the PA CareerLink ® Metrics section of this report. Philadelphia Works is pursuing contracting a third-party provider to supervise the customer satisfaction surveys. Data from surveys in the old format is not reported due to the inconsistencies in administration and low response rates.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 24

Financial Summary and Performance of the EARN System as of December 31, 2014 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. There are six EARN centers located in Philadelphia County that provide job readiness, employment and skills training to persons receiving cash assistance. 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 System

• The EARN system had 6,235 new enrollments and provided services to 3,436 carry-over clients from program year 2013. Total number of clients served is 9,671.

• There were 3,007 total job placements of all types for July 2014 through December 2014. 39 percent of those placements were for 30 hours or more per week. 1,023 confirmed placements are reported for July through November 2014.

• As of November 2014, cumulative placements, retention outcomes, and increased hours were below the expected levels.

• In program year 2014 the EARN system is tracking performance according to a new individual model. Outcomes for clients enrolled prior to July 1, 2014 are reported according to the cohort model. Placement rate for January 2014 through June 2014 cohorts was 19 to 27 percent, below the goal of 50 percent. Retention rate for May 2013 through December 2013 cohorts was 9 to 11 percent, below the goal of 30 percent.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 25

EARN CENTERS IN PHILADELPHIA COUNTY

Source: Map produced by Philadelphia Works

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 26

EARN System Fiscal Summary

• Year-to-date expenses include actual invoices submitted and accruals through December 2014. • Year-to-date the EARN Centers have spent 53 percent of their cost reimbursement budget and

the JSST providers have spent 53 percent of their budget. • EARN centers have accrued performance earnings of $453,101. Accrued performance earnings

will be paid upon receipt of funds and validated information from the Pennsylvania Department of Human Services (DHS) formerly Public Welfare (DPW) and documented expenses from the providers. Performance reimbursement budget spans multiple years.

EARN SYSTEM BUDGET VS. UNAUDITED ACRRUED EXPENDITURES IN JULY 1, 2014 THROUGH DECEMBER 30, 2014 (FY2015) – YEAR-TO-DATE

EARN SYSTEM COST REIMBURESMENT BUDGET % OF EARN COST REIMBURSEMENT FUNDS EXPENDED YEAR-TO-DATE

Source: Philadelphia Works analysis of EARN fiscal data

Budget Categories Budget YTD Accrued Expenditures

YTD Budget to Expenditures Variance

% Expended

Cost reimbursementEARN $12,339,163 $6,531,056 $5,808,107 53%JSST $1,464,497 $769,503 $694,994 53%Cost reimbursement total $13,803,660 $7,300,559 $6,503,101 53%Performance reimbursement (spans multiple years)EARN $9,515,127 $453,101 $9,062,026 n/aJSST $1,321,935 $0 $1,321,935 n/aPerformance reimbursement total $10,837,062 $453,101 $10,383,961 n/a

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 27

Active Caseload, Enrolment Rate, and Referral Rejection Rates The number of newly enrolled clients and carry-over clients determine the volume of services delivered at the centers.

• In program year 2014, the system received 12,995 referrals year-to-date. • 6,235 clients were enrolled during July 1, 2014 through December 31, 2014. The total caseload

including carryovers from program year 2013 was 9,671 customers. The average monthly caseload was 4,553. The number of enrolled clients and total caseloads were similar to the previous year’s levels.

• Total number of referred clients during July through December was 12,995. The year-to-date enrollment rate was 48 percent. Of the 52 percent of customers not enrolled, 74 percent of clients were referral rejected because they did not report to the centers; 11 percent of clients were not enrolled due to not cooperating with EARN policies; and the remaining customers were rejected for other reasons.

NEWLY ENROLLED CLIENTS ENROLLMENT RATE (%)

ACTIVE CASELOAD STATUS OF ACTIVE CLIENTS

Source: Philadelphia Works analysis of EARN program data.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 28

REASONS FOR REFERRAL REJECTION

Source: Philadelphia Works analysis of EARN program data.

EARN System Performance Summary The EARN system performance definitions changed in program year 2014. Clients enrolled after the start of the program year 2014 are tracked according to the new performance definitions known as the “individual” model, while clients enrolled before that time are tracked using the older performance definitions known as the “cohort” model. In this report we include an update on the clients that are tracked according to the old and the new policy definitions. Program Year 2014 Individual Model Performance Metrics 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.

• The placement rate goal for program year 2014 is to place 50 percent of enrolled clients into jobs. The enrolled count includes clients that were enrolled and not employed in program year 2013 and carried over into the program year2014 individual model. The new placement goal 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. Assuming that the system enrolls 12,142 clients in program year 2014, EARN centers are expected to place at least 506 clients per month on average to achieve the placement goal. There were 3,007 total unconfirmed job placements of all types for July 2014 through December 2014. 1,023 placements for July 2014 through November 2014 have been confirmed. The number of placements was 60 percent below the expected level for November 2014.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 29

UNCONFIRMED PLACEMENTS BY MONTH OF PLACEMENT

Source: Philadelphia Works analysis of EARN program data. Area shaded in yellow marks the start of new performance measures. Some of the placements achieved in PY2014 are for clients under the cohort model. Monthly placements are shown based on CWDS placement start date. CUMULATIVE CONFIRMED PLACEMENTS CUMULATIVE RETENTION OUTCOMES

CUMULATIVE INCREASED HOURS OUTCOMES

Source: Philadelphia Works analysis of EARN program data, reported outcomes are preliminary numbers.

302 293

415 427 392

271

432 456

557 511

430

312

0

100

200

300

400

500

600

Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14

Individual Model

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 30

• The system’s retention goal is to ensure that 30 percent of enrolled clients stay in their jobs. After a client meets their placement goal, they must be employed at least 80 hours for four consecutive weeks and maintain employment in any given calendar month for up to 12 consecutive months following the placement month to be considered retained. Program year 2014 goal is to achieve 43,711 retention outcomes, calculated for each client staying employed during each month of the year following placement. As of November 2014, the system achieved 804 retention outcomes. Retention outcomes are 91 percent below expected levels for November 2014.

• Clients must maintain employment and be working 100 hours per month in any of the 12 consecutive months with retention met to meet the increased hours worked goal. Client must attain the placement and retention benchmarks to be eligible for the increased hours worked benchmark. 10,929 increased hours outcomes are expected by the end of program year 2014. By November 2014, the system achieved 659 increased hours outcomes, 63 percent below the levels expected for November 2014.

• Activity compliance rate is reported as percent of clients enrolled in a core activity. The goal is to keep 65 percent of enrolled clients in core activity. Activity compliance rate numbers are currently not available at this time.

Program Year 2013 Cohort-Based Performance Metrics The older cohort-based performance model required placements to be made within 90 days of enrollment. Information reported on the January 2014 through June 2014 cohorts in this report uses cohort-based performance definitions. Performance and retention rate are reported for clients enrolled in each month as a group. Placements must be made within 90 days of enrollment. Retention is also reported for each cohort as a group and is defined as individual working for at least 26 of 36 weeks of the retention period.

• Placement rate for January 2014 through June 2014 cohorts was 19 to 27 percent, below the goal of 50 percent.

• Retention rate for May 2013 through December 2013 cohorts was 9 to 11 percent, below the goal of 30 percent.

UNCONFIRMED AND CONFIRMED PLACEMENTS BY MONTH OF ENROLLMENT VS. PLACEMENT GOAL

Source: Philadelphia Works analysis of EARN program data; Department of Human Services data reports.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 31

DEPARTMENT OF HUMAN SERVICES JOB PLACEMENT, RETENTION RATE, INCREASED HOURS WORKED AND MEDICAL BENEFITS RATE (COHORT MODEL) VS. GOAL PLACEMENT RATE (%) RETENTION RATE (%)

INCREASED HOURS WORKED (%) % OF PLACEMENTS WITH MEDICAL BENEFITS

Source: Philadelphia Works analysis of EARN program data; Department of Human Services data reports. 7.5 percent of enrolled clients are expected to increase or maintain their hours at work for 30 or more hours per week by the end of their retention period. Outcomes for other cohorts cannot be reported until the cohort reaches the end of the retention period. Work hours offered in unconfirmed placements are monitored as these are likely to contribute to increased work hours in confirmed placements. The EARN system also has a goal to place 25 percent of enrolled clients in jobs offering medical benefits. This is a performance metric and not a payment point.

Other Metrics of Interest The LMC committee monitors average wages, hours offered in unconfirmed placements, and occupations of EARN clients.

• The majority of placements are in jobs offering 20 to 29 hours per week. • Average wage for placements made during July 2014 through December 2014 remained similar

to placements in program year 2013 at $9.48 per hour.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 32

• Top occupations for unconfirmed placements were cashier, home health aide, and retail salesperson.

NUMBER OF PLACEMENTS BY HOURS OFFERED AVERAGE WAGE

Source: Philadelphia Works analysis of EARN program data.

TOP OCCUPATIONS IN UNCONFIRMED PLACEMENTS IN PROGRAM YEAR 2014 YEAR-TO-DATE

Source: Philadelphia Works analysis of EARN program data.

OccupationPY 2014

YTD% of Total of

YTDCashiers 428 14%Home Health Aides 321 11%Retail Salespersons 189 6%Nursing Assistants 150 5%Teacher Assistants 122 4%

Customer Service Representatives 122 4%Maids and Housekeeping Cleaners 115 4%Security Guards 109 4%Packers and Packagers, Hand 93 3%

Combined Food Preparation & Serving Workers 71 2%

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 33

Metrics for PA CareerLink® Philadelphia Program Year 2014 Second Quarter (October 1, 2014 – December 31, 2014) Four PA CareerLink® centers are located in Philadelphia. Two (Suburban Station and North) act as city-wide centers; attracting job seekers from throughout the city. The other two attract the majority of their participants from their service areas. Surburban Station job seekers have been directed to North until further notice. PA CAREERLINK® CENTERS IN PHILADELPHIA COUNTY

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 34

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. 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; • Individual Customers; • Resource Utilization; and • Operational Controls.

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 the following employer-customer metrics:

• Employer satisfaction; • Employer market share; • Engagement in the system; • Repeat usage rate; • Job order fill ratio; • Time to fill job orders.

The Employer Satisfaction metric proposes to show employers’ satisfaction with services and assess the system’s relevancy to the community. The Consortium proposed to track employers’ overall satisfaction with services including customer service, one-on-one job search assistance, workshops, and resources. The employer satisfaction surveys have a very low response rate and require a revision of the survey format. Philadelphia Works is pursuing a contract with a third-party provider to supervise the surveys. Data from the employer satisfaction survey are not reported due to the low response rate. SERVICES TO EMPLOYER CUSTOMERS METRICS SUMMARY

PY2013 PY2014Q1 Q2 Q3 O4 O1 O2

Employer Market Share 1.3% 0.8% 0.7% 0.7% 1.7% 2.4%Engagement in the System 58% 61% 59% 53% 55% 61%Repeat Usage Rate 68% 56% 55% 52% 55% 59%Job Order Placements by Staff 48 12 52 5 10 13 Job Orders Entered by Staff 619 708 643 1,013 1,326 611

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 35

The Employer Market Share rate shows the market penetration of public workforce services available to employers. Employer market share 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. The Engagement in the System and Repeat Usage Rate metrics track repeated employer usage of JobGateway. Employer Engagement is defined as a percentage of employers that posted a job order in JobGateway in the current quarter that also posted a job order during the four previous quarters. 493 employers

EMPLOYER MARKET SHARE ENGAGEMENT IN THE SYSTEM

REPEAT USAGE RATE JOB ORDER FILL RATIO

1.3%

0.8% 0.7% 0.7%

1.7%

2.4%

0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

3.0%

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

58% 61% 59%53% 55%

61%

0%

10%

20%

30%

40%

50%

60%

70%

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

68%

56% 55% 52% 55% 59%

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

100%

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

48 12 52 5 10 13

619 708 643

1,013

1,326

611

-

200

400

600

800

1,000

1,200

1,400

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Job Order Placements Job Orders

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 36

posted a job order from October 1, 2014 through December 31, 2014, and of those employers, 301 also posted job orders during the four prior quarters – the period from October 1, 2013 through September 30, 2014. 61 percent of employers re-engaged with the system in the second quarter of program year 2014. Repeat Usage Rate is defined as a percentage of employers that receive services or post job orders in the current quarter that also received business services or posted job orders during the previous year. 590 employers posted a job order or received services from October 1, 2014 through December 31, 2014 and, of those employers, 348 also posted job orders or received services during the four prior quarters – the period from October 1, 2013 through September 30, 2014. 59 percent of employers were repeat users within the system in the second quarter of program year 2014. The Job Order Fill Ratio and Time to Fill Job Orders metrics track whether employer needs are effectively met by the one-stop system. Job order fill ratio is reported as the ratio of staff-assisted placements to staff-entered job orders. The Time to Fill Job Orders metric proposes to track the time the job order was posted in JobGateway and the time taken to filling the position. The average time of staff-assisted job order placements could provide information on matching qualified job seekers with employers. The metric is not reported due to difficulties of identifying time of placement for job orders with multiple positions and working with the time stamp data. The metric will be revised in the near future. Resource Utilization Measures of resource utilization examine whether centers have sufficient and diverse resources to continue operation effectively. The following metrics are tracked:

• Cost per customer; • Leveraged resources; • Customer to staff ratio (WIA services); • Customer to staff ratio (core services); • Professional competencies.

RESOURCE UTILIZATION METRICS SUMMARY

PY2013 PY2014Q1 Q2 Q3 Q4 Q1 Q2

Cost per Customer $25.15 $31.88 $34.11 $30.35 $33.65 $47.02Leveraged Resources $923 $4,325 $8,259 $13,213 $1,614 $1,614

Number of WIA Customers per One Staff Person

15 16 16 30 29 23

Number of "Core" Customers per One Staff Person

1,085 856 891 1,051 1,647 792

Professional Competencies 64 64 51 55 55 29

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 37

The Cost per Customer metric shows the amount of funds needed to serve one-stop customers. The metric is calculated by dividing the cost of operations by the number of aggregate customers served by each center. 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. Membership income is earned at PA CareerLink® 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). The Customer to Staff Ratio tracks how many staff available to deliver services to one-stop customers receiving core (including basic job search assistance) and WIA services (including a broader set of services to help with successful job placement). The Professional Competencies metric tracks the number of one-stop staff that have increased their work competencies by attending workshops, seminars, or conferences. Outcomes for Individual Customers Metrics that measure outcomes for individual customers track service delivery to job seekers, referred to as “participants” within the PA CareerLink® system. Participants receive a basic set of core services including, but not limited to, job search assistance, job referral or placement assistance. Job-seeking participants registered to receive WIA services must face specific barriers to employment that often require a broader set of services to help with successful job placement. To ensure the quality and quantity of services for individual customers, the Consortium proposed the following metrics:

• Participant satisfaction; • Participant market share; • Average Earnings and Entered Employment Rate: Labor Exchange; • Average Earnings and Entered Employment Rate: WIA Adult and Dislocated Worker; • Training referral rate; • Literacy and education referrals; • Staff-assisted placements.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 38

COST PER CUSTOMER LEVERAGED RESOURCES

NUMBER OF WIA CUSTOMERS PER ONE STAFF NUMBER OF "CORE" CUSTOMERS PER ONE STAFF

PROFESSIONAL COMPETENCIES

$25.15

$31.88$34.11$30.35 $33.65

$47.02

$0.00$5.00

$10.00$15.00$20.00$25.00$30.00$35.00$40.00$45.00$50.00

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

$923

$4,325

$8,259

$13,215

$1,614$1,614

$0

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

15 16 16

30 29

23

-

5

10

15

20

25

30

35

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

1,085

856 898

1,051

1,647

792

- 200 400 600 800

1,000 1,200 1,400 1,600 1,800

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

64 64

51 55 55

29

-

10

20

30

40

50

60

70

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 39

The Participant Satisfaction metric proposes to track overall job seeker satisfaction with services including customer service, one-on-one job search assistance, quality of workshops, and other services. Job seeker surveys are available at the centers in the old 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 job seekers. The job seeker market share is defined as a ratio of all job seekers active in JobGateway to the number of unemployed individuals in Philadelphia during the quarter. The Entered Employment Rate (Labor Exchange) metric tracks whether customers receiving core services enter employment during one quarter after exit from services. The Average Earnings (Labor Exchange) metric reports on wages that participants receiving core services and entering employment earn during the six-month period after employment. OUTCOMES FOR INDIVIDUAL CUSTOMERS METRICS SUMMARY

PY2013 PY2014Q1 Q2 Q3 Q4 Q1 Q2

Participant Market Share 59.5% 60.6% 60.0% 37.7% 109.3% 81.3%Average Earnings (Labor Exchange)

$12,821 $13,185 $12,088 $12,006 $12,289 $12,678

Entered Employment Rate (Labor Exchange)

41.7% 41.9% 41.8% 43.0% 45.1% 47.0%

Training Enrollment Rate 11.8% 9.9% 10.7% 10.7% 10.7% 7.9%Literacy/ Education Referrals 127 76 61 36 35 17

ENTERED EMPLOYMENT RATE (LABOR EXCHANGE) AVERAGE EARNINGS (LABOR EXCHANGE)

$12,821

$13,185

$12,088 $12,006$12,289

$12,678

$0

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

41.7%41.9%

41.8%43.3% 45.1%

47.0%

0.0%5.0%

10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 40

Note: Entered employment rate and average earnings metrics lag behind in time. Entered employment rate references the reporting period of April 1, 2013 through March 31, 2014; average earnings are based on the reporting period October 1, 2012 through September 30, 2013. The WIA Adult and Dislocated Worker average earnings and WIA Adult and Dislocated Worker entered employment rate are part of the system-wide Common Measures. The metrics track WIA-registered participants’ employment one quarter after exit from services and wages earned during the six months after exit for employed customers. System-wide metrics are included in the Common Measures section of the report which can be found on page 6 of the report. The Training Enrollment Rate tracks workforce-funded training referrals originating at the centers. The rate is calculated as number of training enrollments to number of WIA-registered participants serviced by each center. The Literacy and Education Referral Rate metric shows the number of customers referred to literacy programs and other educational services through data-entered service codes on participant records. The Staff-assisted Job Order Placements metric tracks the number of job seekers placed into staff-assisted employment through a job order by PA CareerLink® Philadelphia staff. This metric is part of the calculation for the Job Order Fill Ratio in the Employer Customer section, and is represented in the table for that section.

TRAINING ENROLLMENT RATE LITERACY/ EDUCATION REFERRALS

127

76 61

36 35 17

- 20 40 60 80

100 120 140 160 180 200

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

11.8%

9.9%10.7% 10.7%

11.8%

7.9%

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

14.0%

16.0%

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 41

Operational Controls Operational controls are metrics put in place to monitor service delivery processes at the centers. The following measures of operational controls are tracked:

• Monitoring outcomes; • Standard of operations.

Monitoring Outcomes are the result of scheduled visits to the one-stop centers. These visits ensure each center’s compliance with the state and federal guidelines and contracts established between the WIA Provider and Philadelphia Works. During the second quarter two new forms were successfully implemented into the file review process: the Job Finding Action Plan and Comprehensive Assessment of Skills Levels and Service Needs forms. These forms help staff identify skills gaps and barriers that may keep a participant from becoming work ready. Annual monitoring is expected in the third and fourth quarter of the program year 2014 and necessary adjustments will be made with the re-opening of the PA CareerLink® Philadelphia Suburban Station in April 2015. Philadelphia Works will continue to provide technical assistance as needed to ensure each center is in compliance accordingly. Each center will be monitored for implementing the new Workforce Delivery System in program year 2014. Standards of Operation are documented processes related to customer flow and delivery of comprehensive services that are required to be implemented at all centers. The Philadelphia Works Workforce Investment Act (WIA) procedures manual effective July 1, 2014 will be utilized in all PA CareerLink ® centers. This manual will give participants an overview of all services available at centers. By consistently implementing the procedures in the manual participants should be easily guided to the appropriate staff member when visiting any of the centers for services. Incorporation of Philadelphia Works Initiatives As part of the strategic initiatives under the American Recovery and Reinvestment Act, Philadelphia Works established a set of priorities: the integration of technology to increase the quality of assessment and to more quickly move customers through the three tiers of service. Uses of KeyTrain (a comprehensive system for improving skills measured by WorkKeys), WorkKeys (foundational and soft skill assessment tool), and EMSI Career Coach (job search and exploration and resume builder tool) are tracked. Uses of other important resources such as standard assessment tools Prove It (work readiness assessment), TABE (literacy assessment), and Language Line (interpreting services for individuals with limited English proficiencies) are also tracked. The WIA Provider is the lead partner in this effort and has made significant progress. First, the WIA Title I Provider requires all WIA registered customers to conduct job search, and research wages using the EMSI software. The results of these searches are included in each file and documented in the staff case

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 42

notes. Additionally, the WIA Title I Provider is making use of the Microsoft IT Academies and established specific workshops that expose job seekers to the world of online and distance learning. The WIA Title I Provider is targeting individuals who have lower computer proficiencies and have created specific workshops to help increase their digital literacy that will increase their ability to be independent job seekers while developing the computer navigation skills needed for most jobs. Tracked Philadelphia Works Initiatives are:

• Use of KeyTrain • Use of WorkKeys • Use of EMSI Career Coach and Resume Builder • Use of standard assessment tools • Use of language line

The WIA Provider is still targeting individuals who have lower computer proficiencies and has created specific workshops to help increase their digital literacy that will increase their ability to be independent job seekers while developing the computer navigation skills needed for most jobs. PA CareerLink® continues to use EMSI Career Coach, TABE, KeyTrain and Microsoft IT Academy in addition to case managers utilizing O*Net Online (an online skills and interest assessment survey) with participants. By utilizing JobGateway®, participants are now able to do an in-depth job search and can take advantage of the EMSI Resume Builder. IMPLEMENTATION OF PHILADELPHIA WORKS INITIATIVES METRICS SUMMARY

Note: KeyTrain users enrolled show cumulative numbers. Use of KeyTrain continues to show slow progress but the expectation is for the numbers to increase. The literacy providers were key to this effort but, as of this program year, there is only one literacy provider, located at Northwest. Additionally, each of the four centers have been monitored to see if the One Stop Service Plans are in alignment with the services rendered, and the lack of progress using the KeyTrain assessment tool has been noted. Each PA CareerLink® Administrator has implemented the re-training of staff on how to use the tool and they are collaborating with various employers to identify participants with a specific job skill. New efforts to promote the benefits of WorkKeys and KeyTrain are being incorporated into flyers and posters, the center's resource guide, orientations and specific workshop sessions.

PY2013 PY2014Q1 Q2 Q3 Q4 Q1 Q2

Keytrain - Users Enrolled 691 701 709 714 719 723 Keytrain - Active Users 43 50 11 15 13 4 EMSI Career Coach - Usage 2,505 2,638 4,634 7,466 4,161 3,662 EMSI Resume Builder - Usage 617 725 1,532 3,550 2,347 2,068

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 43

Note: KeyTrain users enrolled chart shows cumulative numbers of participants; KeyTrain active users are reported by quarter. WorkKeys is well-publicized during participant orientations and is also made apparent to job-seekers through visible placards in an effort to increase awareness of the tool. No National Readiness Certificates were earned during the third quarter. However, the centers continue to market the tool but employers and participants show little to no interest. EMSI Career Coach enables job seekers to identify training programs that meet their need and/or interest, identify skills needed for their target jobs, and create resumes. Job seekers also this tool to understand wages, availability of occupations in the region, and other trends. This continues to be the most widely used tool with WIA participants in each center, especially for those interested in training and employment opportunities. Participants utilized EMSI Career Coach on a regular basis during the second quarter and the results are normally on target with the participant's training and desired employment explorations. Visits to the Resume Builder section decreased during the second quarter.

KEYTRAIN - USERS ENROLLED KEYTRAIN - ACTIVE USERS

691 701 709 714 719 723

-

100

200

300

400

500

600

700

800

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

43

50

11 15 13

4

-

10

20

30

40

50

60

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 44

TABE is still the most commonly used tool across the system to measure math and reading comprehension levels. Participants interested in training take the test prior to receiving intensive training services to validate if they have the necessary comprehension skills to successfully complete a specific training. If the participant does not score within an acceptable range they are referred to remediation prior to re-testing. The results for each TABE assessment are entered in CWDS. In addition, copies of the test are placed in each participant's file as required for monitoring purposes. The Language line continues to be available at the centers, but usage is consistently low. Most English Second Language (ESL) participants access resources available in their communities once they make contact with one of the system partners and family members are usually their first resource when translations are warranted. Detailed data on the Microsoft IT Academy are reported in the section on WIA Title I Provider Performance Metrics, located earlier in this report. 228 participants enrolled in Microsoft IT Academy in program year 2014. Details on this metric are included in the WIA Metrics section of this report.

EMSI CAREER COACH - USAGE EMSI RESUME BUILDER - USAGE

2,505 2,638

4,634

7,466

4,161 3,662

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

617 725

1,532

3,550

2,347 2,068

-

500

1,000

1,500

2,000

2,500

3,000

3,500

Q1 Q2 Q3 Q4 Q1 Q2

PY2013 PY2014

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

© 2015 Philadelphia Works| All rights reserved. 45

Youth System Report This report presents data on the programs that operated during the program year 2014. Philadelphia Works, Philadelphia Youth Network (the YouthWorks Administrator), and Board committees developed a set of metrics for youth system services funded by Workforce Investment Act (WIA) and the Temporary Assistance to Needy Families (TANF) Youth Development Fund. The WIA-funded programs include Occupational Skills Training and GED-to-College models developed to serve out-of-school youth and 21st Century Continuum and Industry Pipeline models designed to serve in-school youth. In addition to these program services, a placement provider expands job and educational placement opportunities for out-of-school youth. The TANF-funded E3 Center model provides support to out-of-school youth and youth returning from juvenile justice placements in three interrelated pathways: Education, Employment, and Empowerment; the three E’s. Additionally, out-of-school youth are served in a media- arts focused program delivered by Youth Empowerment Services (YES), that provides academic and workforce services. TANF dollars also support Communities in Schools’ Start on Success (CIS SOS) programs serving in-school youth with disabilities. More information on youth programs available can be found online at https://www.pyninc.org/models. In Philadelphia, program metrics track performance goals for WIA-funded year-round programs. In-school youth programs enroll seniors for the whole year with some programs working with students continuing in the two-year model. Out-of-school youth programs operate with rolling enrollment, with some programs serving one or two cohorts throughout the year. TANF-funded E3 Centers and YES Philly program also use a rolling enrollment process, enrolling youth who are in need of services and working with them through completion of their goals. While some of the measures are contractual (outlined in the YouthWorks Administrator’s contracts), others are monitored to track trends. All proposed measures split into three categories:

• Financial controls are metrics established to monitor the use of youth funds in the system; • Performance metrics are contractual metrics reflecting the scope of work for WIA Title I youth

and TANF youth contracts; • Trend metrics track activity over time, but are not tied to performance levels.

All goals are aspirational and are set based on the historical program performance. Goals in trend metrics are for monitoring purposes only and are not a performance component of the YouthWorks Administrator’s contract. .

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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Metrics Summary

• Two WIA common measures were exceeded and one common measure was below goal during the second quarter.

• WIA programs and E3 Centers and supportive services programs served 1,050 unique students since the start of the program year.

• 81 percent of available slots in WIA programs have been enrolled. SUMMARY OF YOUTHWORKS ADMINISTRATOR PERFORMANCE METRICS

Source: YouthWorks Administrator and Philadelphia Works analysis of program data; numbers are cumulative year- to-date; common measures reported by Center for Workforce Information & Analysis at PA Department of Labor & Industry. *Status reflects goals that were set for PY2013.

Financial Controls This set of metrics tracks funds to ensure that programs are sufficiently supported and active. WIA- funded contracts include cost reimbursement and performance reimbursement. TANF-funded contracts include cost reimbursement, performance reimbursement, and youth wages. Philadelphia Works

MetricPY 2014

Goal

PY2014 Outcome

YTD

PY2014 Status

PY2013 Outcome

PY2013 Status*

WIA Common Measures Youth Placement into Postsecondary, Military, or Employment 65.0% 51.8% below goal 66.4% above goalYouth Rate of Degree or Certification Completion 90.0% 92.8% above goal 92.7% above goalYouth Scoring at an 8th Grade Level Or below Showing Gains in Literacy or Numeracy

64.0% 64.5% above goal 64.1% above goal

WIA Program Flow Metrics Percent of Slots Filled in WIA Programs 90% 81% ongoing 99% above goalRetention Rate for Second Year In-School-Youth WIA Programs

85% 99% above goal 96% above goal

WIA Placement Provider Referrals 29 6 ongoing 31 on targetWIA Placement Provider Placement 18 0 ongoing 19 on targetTANF-Funded ProgramsActive Caseload >=200 352-361 above goal 186-392 above goalYouth Placement into Postsecondary Education, Military, or Employment

55% 59% above goal

Youth Degree/Certification Attainment 50% 60% above goalNumber of Youth with skills gains in Literacy, Language and Math

30% 28% close to goal

Retention/Completion Rate of TANF-funded WorkReady Summer Youth

85% 86% above goal

Youth Services Operator Program Management and OversightYouth Satisfaction 85% 99% above goalEmployer Satisfaction 90% 94% above goalTechnical Assistance Is Documented reported as narrative

Will be reported in December 2015

Will be reported in December 2015

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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reports these metrics. Given some changes in the accounting systems tracking the activity of the YouthWorks Administrator, we will finalize the numbers for program year 2014 in the next board book. $825,550 in WIA funding were underspent in program year 2013 and carried over to the program year 2014 and have been fully expended. YOUTH SYSTEM WIA YEAR-ROUND FUNDING IN PROGRAM YEAR 2014

Source: Philadelphia Works analysis of fiscal data. Reported funding includes youth wages.

ProgramCost

Reimburs.Perf.

Reimubrs.Total

WIA GED-to-College (Out-of-School Youth)Budgeted $672,000 $168,000 $840,000Expended $205,308 $8,909 $214,217% Expended Year-to-Date 31% 5% 26%WIA Occupational Skills (Out-of-School Youth)Budgeted $1,376,000 $344,000 $1,720,000Expended $567,538 $25,484 $593,022% Expended Year-to-Date 41% 7% 34%WIA Youth Placement (Out-of-School Youth)Budgeted $69,440 $17,360 $86,800Expended $32,378 $0 $32,378% Expended Year-to-Date 47% 0% 37%WIA Industry Pipeline (In-School Youth)Budgeted $577,200 $144,300 $721,500Expended $75,925 $6,825 $82,750% Expended Year-to-Date 13% 5% 11%WIA 21st Century Continuum (In-School Youth)Budgeted $1,518,400 $379,600 $1,898,000Expended $557,249 $39,650 $596,899% Expended Year-to-Date 37% 10% 31%Unallocated fundingUnallocated budget $175,250 $0 $175,250Additional reported accrued expenditure $100,733 $0 $100,733% Expended Year-to-Date n/a n/a n/aTotal WIA Budgeted $4,388,290 $1,053,260 $5,441,550Expended $1,539,132 $80,868 $1,620,000% Expended Year-to-Date 35% 8% 30%

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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YOUTH SYSTEM WIA YEAR-ROUND FUNDING IN PROGRAM YEAR 2014

Source: Philadelphia Works analysis of fiscal data. Reported funding includes youth wages.

Program Year 2014 Performance and Trend Metrics Participants Served in Program Year 2014 1,050 youth have been active in year-round programs, including WIA and TANF-funded programs (but not counting summer only programming). The chart below shows counts of active youth during the program year receiving services. UNIQUE ACTIVE PARTICIPANTS BY MODEL

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. Active participant metric is tracked for trends only – it is not a contractual metric. WIA in-school and out-of-school youth programs have a goal to serve 723 participants during the program year 2014 and enrolled 81 percent of slots year-to-date. 155 participants were carried over from the previous year.

TANF E3 Centers and Supportive ServicesBudgeted $2,200,017 $754,760 $159,840 $3,114,617Expended $1,188,196 $0 $0 $1,188,196% Expended Year-to-Date 54% 0% 0% 38%TANF CIS Start on SuccessBudgeted $92,147 n/a n/a $92,147Expended $0 n/a n/a $0% Expended Year-to-Date 0% n/a n/a 0%Total TANFBudgeted $2,292,164 $754,760 $159,840 $3,206,764Expended $1,188,196 $0 $0 $1,188,196% Expended Year-to-Date 52% 0% 0% 37%

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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WIA PROGRAM PERCENT OF SLOTS FILLED

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. WIA in-school youth programs run for two years and aim to retain 85 percent of students from the first to the second year. Retention rates are final. WIA IN-SCHOOL YOUTH (ISY) PROGRAMS RETENTION

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. *Only combined WIA programs retention is tracked as a performance metric, program details are provided for trends only. WIA Placement Provider Performance in Program Year 2014 WIA placement provider contracted to enhance job and educational opportunities for WIA out-of-school youth. Goals for WIA placement provider services are determined by funding available and varied across the program years. In program year 2014, 6 young adults were referred year-to-date. The majority of placements are expected to happen later in the program year. The provider is expected to make 18 placements.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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WIA Program Outcomes Program outcome metrics indicate how models perform towards goals resulting in common measures outcomes. Common measure outcomes reflect data up to three quarters after the youth services have ended. Trend metrics were designed to provide more immediate feedback on performance of individual models. Placement rates, degree and certification attainment and literacy increases for programs operating in program year 2014 will be reported in December 2015 report. WIA program outcomes are based on performance metrics for programs. TANF-Funded Programs Active Caseload in Program Year 2014 E3 Centers and YES Philly program maintained an average monthly active client caseload of 352 clients in the second quarter in program year 2014, above the performance goal. E3 CENTER AND YES PHILLY PROGRAM CLIENT ACTIVE CASELOAD

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. E3 Center active caseload is a contractual metric. E3 Center and YES Philly Program Performance Outcomes

E3 Center and YES Philly youth receive services until they overcome barriers to employment or education. The outcomes will be reported in the December 2015 report. Status of Youth Enrolled in Program Year 2014 In this section we track the status of youth enrolled in programs starting with the current program year.

• The majority of WIA out-of-school and in-school youth programs are remaining active as the programs are just enrolling new students.

• 12 percent of E3 Center youth have achieved positive outcomes since the beginning of the program year. 37 percent of youth left the program without achieving positive outcomes.

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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STATUS OF YOUTH ENROLLED IN PROGRAMS IN PROGRAM YEAR 2014 YEAR-TO-DATE

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. Status of youth enrolled is only tracked for trends – it is not a contractual metric.

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 and employer and youth customer satisfaction survey results. YouthWorks Administrator started tracking technical assistance starting with the first quarter of program year 2013. Youth and employer customer satisfaction surveys are reported yearly in December reports.

E3 Center + YES Philly Youth Status Count PercentUnsucessful 175 48.5%Exclusion 15 4.2%Successful 56 15.5%Remaining Active 115 31.9%Total 361 100.0%

Out-Of-School Youth Status Count PercentUnsucessful 11 3.7%Exclusion 0 0.0%Successful 61 20.7%Remaining Active 222 75.5%Total 294 100.0%

In-School Youth Status Count PercentUnsucessful 0 0.0%Exclusion 0 0.0%Successful 27 10.5%Remaining Active 231 89.5%Total 258 100.0%

Program Year 2014: July 1, 2014 through December 31, 2014: Quarter 2

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TECHNICAL ASSISTANCE DELIVERED TO YOUTH PROGRAMS IN SECOND QUARTER OF PROGRAM YEAR 2014

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. Much of the YouthWorks Administrator’s work in the second quarter centered on providing technical assistance to providers in the areas of enrollment, participant eligibility and PYRAMID user set up and support. The YouthWorks Administrator worked with providers to ensure and support their understanding of the CWDS data entry system. The YouthWorks Administrator also facilitated sessions for providers on working more efficiently (“Less Busy, More Engaged”) and the use of technology in programming (“Using Technology in Your Programs: A Resource and Share Fair”). The Innovators Institute partnership grant continued with PYN, the Philadelphia Academies, Education Development Center and School District of Philadelphia supporting staff and providers in participating in the intensive cohort PD project and model-based or “community meetings” were held with providers to provide support around administrative and programmatic issues. Build Pipelines for Philadelphia Residents of All Ages As a result of funding from the Jobs First PA grant, official planning for the Southeast Regional Workforce Development Partnership co-op internship for Philadelphia students enrolled in Career and Technology Education has begun. Co-ops will occur during the School District of Philadelphia’s spring semester. As part of an invitation only grant process for local WIB‘s , Philadelphia Works in collaboration with the School District of Philadelphia and the Philadelphia Youth Network, submitted a Business Education Partnership Grant to the Commonwealth. If funded, this grant will expand the existing manufacturing internship program and provide funding to establish a Business Education Partnership in Business and Financial Services. The overall goal of the program is to connect local businesses with school districts, increase awareness of technical education careers, and promote job opportunities and career pathways for youth and young adults.

Technical AssistanceHours of Training

# of Staff Trained

In-school programs 15 10 Out-of-school programs 11 12 WIA placement provider 1 2 TANF-funded programs 6 18 External and system-wide 12 168 Total 45 210

Second Quarter

Philadelphia Works Support Staff: Team members contributing to the production of this book Mark Edwards, President & CEO Barbara Allen, Director of Industry Partnership & Business Engagement Marsha Burke, Executive Assistant to the President Lori Carter, Manager of Programs (Youth) Markisha Evans, Research Assistant & Coordinator Maura Febbo, Executive Assistant Johnetta Frazier, Manager of Training Denise Givens, Client Support Specialist Sue Hoffman, Senior Associate Heloise Jettison, Manager of Programs (EARN) Lisa Johnson, Client Support Specialist Jamece Joyner, Manager of Programs (WIA) Susan Kirby, Director of Workforce Strategies Suzanne Krasnisky, Director of Human Resources Samea Kim, Senior Policy Associate Maria Morton, Employee Services & Benefits Coordinator Hai Nguyen, Director of Accounting Brian Oglesby, Industry Partnership & Business Engagement Specialist Rachel Polisher, Special Assistant to the Executive Department Dale Porter, Senior Vice President & CFO Rita Randall, Executive Assistant & Board Support Sharon Riley, Compliance Officer Melissa Rivera, Manager of Information Management Services Meg Shope Koppel, Chief Research Officer Shirley Vandever, Senior Researcher of Data Systems Anastasia Vishnyakova, Senior Research Analyst Gail Winkle, Executive Assistant

Youth services are administered by the Philadelphia Youth Network WIA Title I Adult and Dislocated Worker Services are provided by Public Consulting Group with their partner JobWorks EARN Program Services are delivered by the following providers: Career Team, EDSI, Impact Services, JEVS, ENPWDC and People for People For a current listing of PA CareerLink® Philadelphia and EARN Center locations, as well as information on the new integrated center locations, please visit 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