Board Meeting Briefing Book

Thursday, September 28, 2017 9:00 a.m. – 11:00 a.m.

Philadelphia Works 1617 JFK Boulevard, 13th floor Philadelphia, PA 19103

Philadelphia Works, Inc. Board Members

William Strahan Daniel K. Fitzpatrick Chair of the Board Vice Chair of the Board Comcast Cable Communications Citizens Bank of PA, NJ and DE

Regine Metellus Patrick J. Eiding Treasurer of the Board Secretary of the Board University of Pennsylvania Philadelphia Council AFL-CIO

Michelle Armstrong Donald Generals James Nichols School District of Philadelphia Community College of PA Bureau of Workforce Philadelphia Partnership and Operations Nolan N. Atkinson, Jr. Office of Mayor James F. Kenney Peter Gonzales Joseph Parente Welcoming Center for New KPMG LLP Ryan Boyer Pennsylvanians Laborers District Council Orla Pease Philadelphia Ed Grose Urban Engineers Greater Philadelphia Hotel Steven Scott Bradley Association Norma Romero-Mitchell Bradley & Bradley Associates Inc. Benefits Plus Consulting Group Diane Inverso Shari Brightful Office of Adult Education John L. Stahl III PA Office of Vocational City of Philadelphia International Association of Heat Rehabilitation and Frost Insulators and Allied Frank Jiruska Workers IAHFIAW JAC (LU14) David Crossed PECO Energy Company Training Center Navigate Eden Kratchman Jay Spector Harold Epps Chubb Insurance JEVS Human Services Commerce Department John W. Lasky Peter Tubolino Cheryl Feldman Temple University Health System Siemens Building Technologies District 1199c Training & Upgrading Fund Richard Lazer Bud Tyler Office of Mayor James F. Kenney The EF Precision Group Beatriz Mirabal Garces Garces Dental Group Gabriel Mandujano Christina Wong Wash Cycle Laundry, Inc. ESM Productions

Philadelphia Works Board Meeting

September 28, 2017 │ 9:00 A.M – 11:00 A.M. Location: Philadelphia Works, 1617 JFK Blvd, 13th floor, Philadelphia PA, 19103

Presiding: William Strahan, Chair Agenda

Welcome and Special Reports I. Opening Remarks & Consent Agenda William Strahan • Philadelphia Works Update (p. 3-5) • Board Meeting Summary, June 21, 2017 and August 8, 2017 (p. 7-11) • Committee Meeting Summaries (p. 13-28)

II. TANF Performance Fund Investment Policy H. Patrick Clancy • ACTION: Approve TANF Performance Funds Investment Policy (p. 29-32)

III. CEO Report H. Patrick Clancy • Update on Programs and Initiatives (p. 3-4)

IV. City of Philadelphia Presentation Michael DiBerardinis • City of Philadelphia Workforce Development Strategy Harold Epps

Committee Reports / Actions V. Finance Dale Porter • Committee Update • ACTION: Approve adjusted Philadelphia Works fiscal (p. 37) year 2018 budget • ACTION: Approve the unaudited one-month financial (p. 39) statements for July 2017 • ACTION: Approve the unaudited financial statements (p. 41) for year ending June 30, 2017

VI. Workforce & Economic Development Gabriel Mandujano • Committee Update

VII. Closing Remarks William Strahan

VIII. Adjournment

Board Meeting Briefing Book September 28, 2017

Table of Contents

Meeting Agenda ...... i Consent Agenda ...... 1 Philadelphia Works Update ...... 3 Workforce Development System-wide Highlights ...... 3-4 New Business...... 4 Youth System Highlights ...... 5 Board and Committee Meeting Summaries ...... 7-28 TANF Performance Funds Investment Policy ...... 29-32 Finance Report ...... 33-35 Action Items ...... 37-63 Workforce System Quarterly Summary Report ...... 65-116

Consent Agenda Items

Overview The following items are on the Philadelphia Works Consent Agenda for September 28, 2017:

. Philadelphia Works Update (p. 3) . June 21, 2017 and August 28, 2017 Board Meeting Summaries (p. 7-11) . Committee Meeting Summaries and Reports for this Quarter (p. 13-28)

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

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

Meeting Summaries: June 21 and August 28, 2017 Board Meeting The Board is being asked to approve the draft meeting summaries from the June 21, 2017 Board Meeting and the August 28, 2017 Special Board Meeting.

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

1 2 Philadelphia Works Update

Prepared for the Philadelphia Works Board for the Period July – September 2017

Updates in this Report

Workforce Development System-wide Highlights

New Business

Youth System Highlights

Workforce Development System-wide Highlights

PennAssist Update On July 26, the PWI Lucien E Blackwell Bootcamp concluded with a completion ceremony at City Hall. All 44 of the individuals who enrolled in the program successfully completed the bootcamp and were given the opportunity to move on to the next phase. The participants moved on to transitional work opportunities; the youth were given the chance to give back to the community through positions at local non-profits doing construction-related activities and even some administrative duties within the PA CareerLink® centers. In addition to the transitional work, weekly life skills and job readiness activities were provided.

Beginning in August, participants started interviewing with union employers in the electrical, plumbing and boilermaker fields. Five were offered positions as electricians, beginning on September 28, 2017 and the others are anxiously awaiting the outcomes of their interviews. One student even recently received an acceptance letter from the plumbing union!

Over the next year, the participants will continue to receive support from their Career Navigator, tutoring for the union exams, and additional academic support-all aspects that will contribute to their success!

3 Hiring Event

Aloft Philadelphia Downtown PA CareerLink® Suburban Station hosted a large on-site hiring event for Aloft Hotel on July 27 and July 28, 2017. The four PA CareerLink® Philadelphia centers referred career-seekers to the event and over 200 candidates were interviewed for 49 positions. The hotel selected 34 candidates to be hired. Some of the candidates will participate in a two week, on-the-job training opportunity before beginning full-time employment. New Business

UNITE HERE Local 247

Philadelphia Works collaborated with UNITE HERE Local 247, the Philadelphia branch of a national union of hospitality workers, to provide hiring assistance and staff training for two restaurants opening at the Philadelphia Airport. Through the Walmart Foundation retail grant, training programs were delivered to cooks, servers, hosts, cashiers, bartenders, and utility workers. Over 40 candidates were referred from the PA CareerLink® Centers and 22 were accepted for positions. The training culminated on August 22, 2017, with a completion ceremony at City Hall.

Partnership with First Step Staffing, Inc.

Philadelphia Works has developed a partnership with First Step Staffing, Inc., a social enterprise based in Atlanta, GA that works to connect those with barriers to employment to sustainable jobs. First Step Staffing, who will be opening an office in Philadelphia, was recently awarded a contract to provide staffing to PAE, a US Postal Service Contractor in Barrington, NJ and is working with PA CareerLink® to source customers for an anticipated 40 to 60 openings in the next few months. The positions start over $18 per hour, plus health benefits or a health and wellness stipend of over $4 per hour. First Step Staffing currently has openings for inspectors and material handlers, and anticipates additional openings for forklift operators, logistics clerks, drivers and mechanics in the future.

4 Youth System Highlights

Summer 2017

The goal for Philadelphia’s WorkReady Summer 2017 program was to collectively serve over 8,000 youth and young adults in meaningful career exploration and work experiences. During July and August 2017, youth participated in six weeks, 120-hour opportunities including career exposure, service learning, work experience or internship. Each program experience was designed to challenge youth to understand the correlations between work experience, skill attainment and high school completion and how those variables impact their potential for college and career success.

Summer work experiences across the country assist young people with entering the workforce, build strategic communities and grow economies. Helping Philadelphia’s youth through these opportunities increases overall academic achievement and lifetime earnings; creates demand-driven employment pipelines; and supports long-term community development. Due to these critical impacts, Philadelphia Works invested in multiple youth and young adult initiatives to connected to summer programming. In 2017, youth engaged with WorkReady Summer via the Youth and Young Adult Opportunity Hub at PA CareerLink® West and the Business Education Partnership that brings school districts and employers together (see pages 110 and 115 for more details).

Philadelphia Works, in collaboration with the Philadelphia Youth Network (PYN) and other system partners, are working to finalize the total number of youth and young adults who participated and completed their summer work experience opportunity. These totals will be reported next quarter. On August 3rd and August 10th, PYN hosted the second annual WorkReady Celebrations Tour to display summer programming models and to share participants’ experiences and achievements. To read more details about the Celebrations Tour, please visit: https://www.pyninc.org/news/read/10188 and follow us on twitter @Philaworks to keep up with news and events.

5 6 Board Meeting Summary June 21, 2017 │ 9:00 – 11:00 A.M. Chair: William Strahan

Chair Welcome ATTENDANCE Mr. William Strahan called the meeting to order at 9:00 a.m. Mr. Strahan welcomed three new Board members, Christina Wong, John Stahl, III, and Steven MEMBERS: Scott Bradley. After brief remarks, Mr. Strahan asked for a motion to approve Michele Armstrong the consent agenda. MOTION was made by Mr. Patrick Eiding, seconded by Mr. Nolan Atkinson Richard Lazer to approve the consent agenda including the Philadelphia Works Steven Scott Bradley update, March 16, 2017 Board Meeting Summary and all Committee Meeting Shari Brightful Summaries for the quarter. ACTION: the motion was approved unanimously. David Crossed Patrick Eiding CEO Report Cheryl Feldman Mr. H. Patrick Clancy updated the Board on key projects, beginning with the Daniel Fitzpatrick PennAssist program, a collaborative effort with the School District of Beatriz Garces Philadelphia, Penn Medicine, L.F. Driscoll, the Philadelphia Building Trades Donald Generals Council, EDSI, and the General Building Contractors Association to build a John Lasky pathway to building trade apprenticeships for 50 graduates of Philadelphia Richard Lazer School District career and technical education programs. Councilwoman James Nichols Blackwell has also been of assistance. Through the program, trainees will attend Orla Pease boot camp for 2 1/2 weeks then work for Driscoll full-time at the University of Norma Romero-Mitchell Pennsylvania as they learn a trade while earning $16.50 per hour for a year. At Jay Spector the end of the year they will be prepared to take an apprenticeship test; pass it, John L. Stahl, III and then join the union. Mr. Clancy then reported on two new grants awarded: William Strahan (Chair) a $200,000 grant with Community College of Philadelphia to purchase Bud Tyler equipment for training. We received $400,000 for a second-year grant from the Walmart Foundation to train new hires in the retail and the hospitality industry. REGRETS: Several state grants have been awarded for pre-apprenticeship and Ryan Boyer apprenticeship programs. Harold Epps Peter Gonzales WIOA PY2017 allocations were projected with an 11% cut, but the final Ed Grose allocations provided an 8% increase to serve adults, dislocated workers, and Diane Inverso youth. Upcoming projects include working with: Aloft Hotel to fill 68 job openings Frank Jiruska and hold a job fair in July; The Four Seasons to fill 300 jobs in 2018; Ammons Eden Kratchman Shop-Rite in Port Richmond to fill 300 jobs in December; Tastykake on an on-the- Gabriel Mandujano job training project; and new training programs for EARN participants. Regine Metellus Joseph Parente Apprenticeships and Opportunity Youth Peter Tubolino Christina Wong Mr. Mark Genua provided an overview of Registered Apprenticeships and pre- apprenticeship pathways for youth. He facilitated a panel discussion among apprenticeship program staff, employers and participants and took questions GUESTS OF MEMBERS: from the Board. Panel members included: Cheryl Feldman, Executive Director Manny Citron (for Richard at District 1199C Training & Upgrading Fund; Kenya Hall, Associate Director of Lazer) Education at Sayre Health Center; Beth St. Clair, Apprenticeship Director at the Michael Cooper (for Daniel Urban Technology Project; Tyrrell Minerva, Apprentice at the Urban Technology Fitzpatrick)

7 Project; and Dennis McDonough, Recruitment Coordinator at the Finishing Heloise Jettison (for Harold Trades Institute of the Mid-Atlantic Region. Epps)

Executive Committee Report OTHER GUESTS: Mr. Strahan referred the Board to page 37 of the Board book to approve the Chekemma J. Fulmore- process for approving the required WIOA Multi-Year Local and Regional Plans. Townsend The local and regional plans must be submitted to the Pennsylvania Department Kenya Hall of Labor & Industry by September 1, 2017. First the Board must post the plans Stephanie Gambone for 30 days, wait for public comments, then write responses. The Executive Charles Isaacs Committee recommends that the Board approve creation of an Ad Hoc Charles Jameson Workgroup to approve the draft plans to be posted on or before July 17, 2017 Carniesha Kwashie and simultaneously distribute the plans with executive summaries to the board Kristen Lopez so staff may directly answer member questions. There will be a full board Dennis McDonough conference call the last week in August to approve the plans to meet the Dionisio Mignacca September 1, 2017 deadline. MOTION was made by Mr. Daniel Fitzpatrick, Tyrell Minerva seconded by Mr. Bud Tyler, to approve the proposed plan approval process. Ryan Nissim-Sabat ACTION: the motion was approved unanimously. Beth St. Clair Alex Styer

Finance Committee Report STAFF: Mr. Dale Porter presented the FY2018 budget, based on total available revenue H. Patrick Clancy (CEO) of $58,374,530 from TANF and WIOA funding and other awards. MOTION was Barbara Stanford-Allen made by. Mr. Eiding, seconded by Ms. Norma Romero-Mitchell to approve the Eleanor Avery budget as presented. ACTION: the item was approved unanimously. Mr. Porter Hugh Bailey then presented the Philadelphia Works financial statements for the period Eileen McBrearty Cross ended March 31, 2017. MOTION was made by Mr. Eiding, seconded by Mr. Marlene Dobson Daniel Fitzpatrick to approve the financial statements. ACTION: the motion was Joann Fawns approved unanimously. The last presentation was for approval of seven Johnetta Frazier contracts over the amount of $3 million, five for the service providers in Patrick Gazer integrated PA CareerLink Philadelphia centers and two for the Philadelphia Youth Mark Genua Network to manage TANF and WIOA youth programs. MOTION was made by Mr. Denise Givens Richard Lazer, seconded by Mr. Eiding to approve the contracts. ACTION: the Swanie Goldsmith motion was approved. ABSTAINED: Mr. Jay Spector, Ms. Cheryl Feldman and Mr. Sue Hoffman John Lasky. Michael Joynes Natalie Knochenhauer Workforce & Economic Development Meg Shope Koppel Mr. Hugh Bailey presented the FY2018 Workforce Investment Strategy for adult Joseph Kozlowski career seekers for $38.7 million. It includes: WIOA and TANF funds, programming Kimberly McCaffrey for returning citizens, and restructuring of the EARN program for improved Thomas Mervine outcomes. The Board was asked to approve the Workforce Investment Strategy Dale Porter for fiscal year 2018 as recommended by the Workforce and Economic Bethany Watzman Development Committee. MOTION was made by Mr. Eiding, seconded by Mr. Dara Zaleski Bud Tyler to approve the investment strategy. ACTION: the motion was approved. ABSTAINED: Mr. Spector, Ms. Feldman and Mr. Lasky.

8 Board Development Mr. Richard Lazer welcomed the new Board members and referred the Board to page 59 of the Board book for approval of the revised Bylaws. The Executive Committee recommended revisions to align them with the provisions of WIOA and to update them based on current practices. Other changes include: changing the term of officers from two to three years, updating the purpose section, allowing for telephone meetings, matching board responsibilities to board job description, and moving conflict of interest forms to an appendix. MOTION was made by Mr. Lazer, seconded by Mr. Eiding to approve the Bylaw revisions. ACTION: the motion was approved unanimously.

Youth Council Mr. Fitzpatrick reported that the Practice and Performance Committee of the Philadelphia Council for College and Career Success (Youth Council) will transition to serve as the Youth Standing Committee of the Philadelphia Works Board effective July 1, 2017. This transition aims to better align the public youth workforce system with ongoing citywide needs and efforts through creating a more effective process for the youth oversight responsibilities and allowing for more efficient citywide coordination of education and youth workforce efforts by eliminating duplication in efforts.

Research & Policy Mr. Jay Spector reported that the Committee is revising the approach to the Dashboard that informs the Board of activities and performance. The members will be reviewing its charge and setting goals and priorities for the year. The Committee is tracking federal policy on the Perkins Act, which is due to move out of committee to the full house on May 17, 2017.

Human Resources Ms. Romero-Mitchell gave an update on the following training initiatives that are being implemented at Philadelphia Works: Microsoft Office, Leadership Essentials, and Project Management. She also spoke about the Solution Driven Culture Survey and the WorkReady Interns, a summer internship program for high school students.

Adjournment There being no new business, Mr. Strahan motioned to adjourn the meeting at 10:45 AM.

9 10

Special Board Meeting Summary Monday, August 28 | 1:00 - 2:00 P.M. Chair: William Strahan Welcome and Roll Call IN ATTENDANCE

Mr. H. Patrick Clancy called the meeting to order at 1:08 p.m. This special MEMBERS: meeting was called to approve the Workforce Innovation and Opportunity Act Michelle Armstrong (WIOA) Philadelphia Multi-Year Local Plan and the Southeast Pennsylvania Nolan Atkinson, Jr. Workforce Development Multi-Year Regional Plan for 2017-2019 by the Steven Scott Bradley Commonwealth-imposed delivery deadline of September 1, 2017. Shari Brightful Mr. Clancy proceeded with a roll call to confirm member attendance on the David Crossed conference call. Patrick Eiding Harold T. Epps Review of WIOA Multi-Year Plans Daniel K. Fitzpatrick Dr. Meg Shope Koppel reminded the Board of their approval of the WIOA Donald Generals transitional plans last year. Dr. Shope Koppel then reviewed the WIOA Peter Gonzales requirement for local and regional multi-year plans and the deadline of Ed Grose September 1, 2017 for the submission of the plans to the Commonwealth. Diane Inverso The Philadelphia local workforce development WIOA Multi-Year Plan will be Eden Kratchman submitted as part of the region’s plan along with plans from the other five Richard Lazer counties that make up the Southeast Regional Planning area (Berks, Bucks, Regine Metellus Chester, Delaware, Montgomery and Philadelphia). Joseph Parente Orla Pease As required by the guidelines set forth by the Commonwealth, the plans were Jay Spector posted for comment from July 17, 2017 through August 16, 2017. Formal John L. Stahl, III comment was made by Philadelphia Unemployment Project, Philadelphia William Strahan Corporation for Aging, Welcoming Center for New Pennsylvanians, and Job Peter Turbolino Opportunity Network. None of the comments constituted a dissention from the plans. All commenting organizations will receive a formal response from REGRETS: Philadelphia Works though a response attached to the plan is not required. Ryan Boyer The Commonwealth will complete their approval process by December 31, Cheryl Feldman 2017. Beatriz Mirabel Graces Frank J Jiruska Board discussion and Vote John Lasky Mr. William Strahan acknowledged the intensive review provided by the Ad Gabriel Mandujano Hoc Work Group which was given authority in a previous meeting to approve James Nichols the plans for posting. Additionally, Mr. Strahan complimented Philadelphia Norma Romero Mitchell Works staff on their hard work. Bud Tyler Christina Wong MOTION was made by Patrick Eiding to approve the WIOA Local and Regional Multi-Year plans and deliver them to the commonwealth. Mr. Steven Scott STAFF: Bradley seconded the motion. ACTION: Both plans were unanimously Hugh Bailey approved. H. Patrick Clancy Natalie Knochenhauer Adjournment Meg Shope Koppel The meeting was adjourned at 1:38 p.m.

11 12 Executive Committee Meeting Summary June 12, 2017 │ 3:00 – 5:00 P.M. Chair: William Strahan Chair Welcome ATTENDANCE Mr. William Strahan called the meeting to order at 3:00 p.m. MOTION was made to approve the following items: Executive Committee meeting minutes from MEMBERS: February 16, 2017; CEO report; Committee Reports and Action Items to be William Strahan (Chair) presented to the full board; and the draft Board meeting agenda for June 21, Daniel Fitzpatrick 2017. ACTION: all items were approved unanimously. Richard Lazer Norma Romero-Mitchell CEO Report Jay Spector Mr. H. Patrick Clancy informed the committee that last month Philadelphia Works was awarded seven pre-apprenticeship grants to complement the $2.9m GUESTS OF MEMBERS: federal apprenticeship grants which we are also managing. Dr. Meg Shope Manny Citron (for Koppel will be organizing a panel discussion at the upcoming board meeting to Richard Lazer) inform members about benefits of apprenticeships and the support that we and Michael Cooper (for our workforce partners can offer to employers Daniel Fitzpatrick)

Mr. Clancy discussed PennAssist, a program to assist 25 to 30 Career and STAFF: Technical Education (CTE) graduates to earn and learn while working on building H. Patrick Clancy (CEO) and construction projects at the University of Pennsylvania. The goal of the year- Hugh Bailey long program is to prepare young people to enter a building trade Dale Porter apprenticeship program. Meg Shope Koppel Eileen McBrearty Cross Mr. Daniel Fitzpatrick inquired about proposed federal job training funding cuts, Michael Joynes and how they may affect the apprenticeship program. Mr. Clancy responded Marianne Fuccio that cuts could be between 15%-40%, which would affect primarily pre- apprenticeship pipelines. Dr. Shope Koppel added that employers are less likely to try an apprenticeship model unless they are given help.

Mr. Hugh Bailey updated the committee on the second round of Walmart Foundation funding of $400,000 for on-the-job training in the retail sector, noting that Walmart really wants to be invested in Philadelphia.

Mr. Clancy mentioned that staff will be meeting with hotels as they prepare for a hotel room surge in the city.

There was a discussion of where to invest training funds, what are the growing industries, and which careers are worthy of investment.

Dr. Shope Koppel was asked to explain the process for the local and regional WIOA plans and the timing in presenting them to the Board. The region -- including Berks, Bucks, Chester, Delaware, Montgomery and Philadelphia counties -- is receiving guidance from the state and a consultant. The Board must approve both plans by September 1, 2017, after posting the plans for 30 days, receiving and responding to comments. The target date to post the draft plan is July 17, 2017. The Executive Committee is asked to

13 recommend to the full Board to appoint an ad hoc group to review the plan before it is posted. Mr. Strahan offered to chair the ad hoc committee. After the review and comment phases are completed, the Board would then approve the plans via conference call.

Committee Updates and Action Items

Youth Council Committee Mr. Fitzpatrick reported that the April 21 meeting focused on streamlining and improving communications with the Mayor’s office through the City’s Workforce Steering Committee. The Practice and Performance Committee of the Council for College and Career Success (Youth Council) will transition to the Youth Standing Committee of the Philadelphia Works Board effective July 1, 2017. It will be chaired by Mr. Patrick Eiding and Mr. Fitzpatrick. This will allow for more efficient oversight and eliminate duplication. We anticipate reporting on the outcomes of this summer’s WorkReady program at the September board meeting.

Workforce and Economic Development Committee Mr. Hugh Bailey presented an action item, the FY18 Workforce Investment Strategy for approval. On June 8th, the WED Committee met and approved the FY18 Investment Strategy and it was accepted by the Finance Committee at the same meeting. This strategy outlines how the Board plans to invest WIOA Title I Adult and Youth funds and TANF EARN and Youth Development funds for the coming year. It highlights new customer-centered EARN Initiatives, business services and training services. This strategy is in alignment with the City’s Workforce Development Steering Committee that is being developed to respond to the needs of our customers and employers. MOTION was made by William Strahan, Executive Committee Chairman, to approve the action item. ACTION: the item was approved unanimously to be presented to the Board.

Board Development Committee Mr. Richard Lazer advised that we have three new Board members appointed by the Mayor: Christina Wong, Vice President of ESM Productions; John Stahl, Administrator of IAHFIAW JAC (LU14) Training Center; and Steven Scott Bradley, President/CEO of Bradley & Bradley Associates who is also the President of the African American Chamber of Commerce. Jim Gillece is leaving the Board.

At the last meeting, Mr. Lazer advised that they created a new committee, the One-Stop Operating Committee, to be chaired by Heloise Jettison, with members Shari Brightful, Jim Nichols, and Waverly Coleman. The committee will meet monthly as mandated by the Commonwealth.

Mr. Lazer presented an action item to streamline our Bylaws and make some technical changes that are needed due to new requirements from WIOA. The two major changes are: changing the election of officers from a two-year term to a three-year term and to remove term limits for non-Board committee members. MOTION was made to approve the revised Bylaws. ACTION: the revised Bylaws were approved unanimously to be presented to the Board.

Research & Policy Committee Mr. Jay Spector reported the committee spent time discussing better ways of reviewing performance data. We struggle to get the data that will show how well we are doing in real time. It has been hard to get information from the State level in a timely manner which is an ongoing challenge. We are working on

14 creating a Dashboard to better display our activities and performances. The Committee will review its charge, goals and priorities for the year. Most of the committee’s focus is on federal policy, currently tracking the Perkins Act. It is for career and technical education schools regarding their equipment and infrastructure. The per-student funding, based on income, is very important for us.

Finance Committee Mr. Dale Porter presented the finance report and FY2018 budget, noting that in past years we would have already received our final allocations for the forthcoming fiscal year. However, with the issues in Washington, those numbers have not been finalized. Instead, the Commonwealth provided a range from low to more optimistic. We have taken a conservative approach and budgeted based on the low end. The budget is 7% less than last year.

The following action items were presented for approval from the Finance Committee to present to the Board at the June 2017 Board meeting: • Approve FY2018 Budget • Approve contracts over $3 million. • Approve the Financial statements for the period ended March 31, 2017 MOTION was made to approve all items as presented. ACTION: all items were approved, two unanimously. ABSTAINED: Mr. Spector abstained from the vote on contracts.

Human Resources Committee Ms. Norma Romero-Mitchell reported that the following training initiatives are being implemented at Philadelphia Works: Microsoft Office, Leadership Essentials, and Project Management. Twenty-two participants are scheduled to attend. She also reported that Philadelphia Works will be distributing a Solution Driven Climate Survey to staff.

Board Meeting Agenda Review Mr. Clancy stated that all future Board meetings will be held in the Boardroom at the offices of Philadelphia Works. Mr. William Strahan asked for comments before the full Board meeting.

Adjournment The meeting was adjourned at 4:45 p.m. The next Executive Committee meeting is August 17, 2017.

15 16 Finance Committee Meeting Summary Friday, September 8, 2017| 9:00 – 10:00 A.M. Chair: Regine Metellus

Approval of Prior Meeting Minutes ATTENDANCE Meeting was called to order at 9:05. Motion to approve prior meeting summary minutes held on June 8, 2017 was approved. MEMBERS: Pat Eiding Operations Narrative and Financial Statements for year ended Regine Metellus and June 30, 2017 Peter Tubolino (via Mr. Hai Nguyen presented the Financial Statements for year ended June 30, phone) 2017. REGRETS: The Statement of Financial Position indicates current assets are greater than Ed Grose current liabilities. Accordingly, we are meeting our short-term obligations. STAFF: Programmatic performance has indicated that Philadelphia Works serves a Patrick Clancy greater number of Adult WIOA participants, than Dislocated Worker (DLW). A Hai Nguyen transfer from DLW to the Adult funding is approximately $660,000 was Deirdre O’Gorman requested and approved by the Commonwealth. The entire amount was Dale Porter utilized. Gail Winkle

100 percent of the TANF Adult cost reimbursement has been spent.

Philadelphia Works continues to receive TANF-Performance monies for past performance benchmarks, $2.2mm performance funds were earned. Performance funds received were greater than the amount utilized, resulted in an increase of the advances of approximately $1.9mm. Advances will continue to increase in FY18.

Operations Narrative and Financial Statement for one month ended July 31, 2017 Mr. Hai Nguyen presented the financial statements for one month ended July 31, 2017.

The statement of Financial Position indicates current assets totaling $26.5mm compared to current liabilities approximately totaling $25.4mm indicated a favorable current ratio than 1:1. We are meeting our short term obligations.

Mr. Pat Eiding ask if there were any concerns regarding our FY18 funding given the current state of affairs in Washington.

Mr. Dale Porter explained that we are currently not aware of any concerns regarding our current year allocations, however we have been notified by the Commonwealth that new funding opportunities are being curtailed in response to the relief effort associated with hurricanes Harvey and Irma. The Federal budget year ends September 30th, we will continue to closely monitor new developments that may impact our budget.

17 FY18 Budget Update Mr. Porter presented a revised revenue budget.

Final WIOA funding allocations increased $1.6mm over original budget projections, TANF Supplement funding of 2.2mm originally slated to end June 30, 2017 has been extended to June 30, 2018, new awards for PA-American Pre-Apprenticeship and Miscellaneous Rapid Response were received totaling $477,000 and 417,000 respectively. To date $172,000 of DCED-OEA has been released.

Mr. Patrick Clancy revealed plans for youth to target CTE graduates, youth ex-offenders and OVR youth with disabilities. An advertising campaign is planned to announce youth activities and services, available from community based organizations and the City of Philadelphia.

MOTION: Mr. Eiding made the motion; Mr. PeterTubolino seconded

Audit and Financial Compliance Sub-Committee Mr. Porter will reach out to Mr. Reese Blair regarding the Audit and Financial Compliance Sub-Committee to discuss next steps and future dates and times. FY18 Executed Contracts Previously executed contracts were presented to the group for disclosure purposes only, and does not require approval.

Adjourn With no further business, the meeting was adjourned at 10:00am.

18 Human Resources Committee Meeting Summary Tuesday, August 8, 2017 | 3:00 - 4:00 P.M. Chair: Norma Romero-Mitchell

Welcome and Agenda Overview ATTENDANCE Mrs. Norma Romero-Mitchell brought the meeting to order at 3:01 p.m. She welcomed all to the meeting and asked Mrs. Eileen McBrearty Cross to share MEMBERS: her announcement with the committee. Mrs. McBrearty Cross informed the John Lasky committee that she has resigned from her position at Philadelphia Works and Norma her last day will be Friday, August 11, 2017. The committee wished her well. Romero-Mitchell Philadelphia Works will actively recruit for a new HR Director. Mrs. Romero- Mitchell and Mr. John Lasky have offered their services to assist in this REGRETS: endeavor. Nolan Atkinson

May 1, 2017 Meeting Summary STAFF: MOTION was made to approve the minutes by Mrs. Romero-Mitchell. Mr. H. Patrick Clancy Lasky moved to approve the minutes and Mrs. Romero-Mitchell seconded the Eileen McBrearty motion. ACTION: The minutes were unanimously approved. Cross Maria Morton Employee Engagement Survey Update Mrs. McBrearty Cross shared that Philadelphia Works has plans to conduct a second employee engagement survey that will likely take place in September 2017. She reached out to three vendors and two have completed the RFP process. She is scheduled to have a conference call this week with the third vendor. Mr. Lasky suggested that leadership recap employees’ concerns from the previous survey and update staff on steps taken to address their concerns, prior to conducting the second survey. Mr. H. Patrick Clancy mentioned that updates are provided during the monthly all staff meetings. He agrees with Mr. Lasky that it is important to spend quality time with employees updating them on the progress made, assuring them that their voices are heard and that their input is valuable. ACTION ITEM: Staff will provide employees with an update on the progress made resulting from the survey.

Training Mrs. Tracee Hunt delivered the leadership training in late June and it was well received. As part of the training, managers created an action plan form wherein they set out professional goals. Managers have submitted their completed action plans to Human Resources.

As a follow up to the leadership training, staff has developed a second-tier management team composed of managers and directors that will meet regularly with the executive team. It is important to have the management team feel as though they have a voice in the direction of the organization. Mr. Clancy will kick off the first meeting in two-weeks.

Mrs. McBrearty Cross conducted a leadership assessment that included a 360 for one of the managers at Philadelphia Works. The supervisor of the manager worked with Mrs. McBrearty Cross to develop questions for the questionnaire. Since then she has met with the manager to review the preliminary findings and they will meet again on Wednesday to discuss an action plan on the areas of development. Staff created an RFP to identify a vendor for project management training. Staff interviewed the vendors and narrowed the field to two finalists. A panel was formed, presentations were given by the finalists and

19 a decision to award the contract to The Hunt Group from Wayne, PA. The Hunt Group will be using actual projects within the organization, which appealed to the panel. Also, The Hunt Group will allow Philadelphia Works to model this training to the rest of the staff. Mr. Clancy mentioned that the training will be piloted with 20 staff members, but that the goal is to provide this training for most staff members. The next steps include setting the dates and identifying an off-site venue. ACTION ITEM: Staff will set training dates and identify an off-site venue.

Performance Management Mrs. McBrearty Cross developed two new performance management approaches that are being reviewed by the executive team. She has already received positive feedback from one member. She hopes to hear from the rest of the team and produce a final document. The executive team can determine when to implement.

Work Ready Interns Mrs. McBrearty Cross informed the committee that the interns are approaching the end of their internship with Philadelphia Works. Mr. Clancy had lunch with the seven interns and said that they were an amazing group of young ladies with inspiring future goals. It was a wonderful opportunity to showcase for the interns the experience of working in a professional environment.

Operations Business Unit Restructure Mrs. McBrearty Cross mentioned to the committee that there was a mini restructure of the Operations Business Unit under Mr. Hugh Bailey. The restructure resulted in some promotions, reassignment of duties and responsibilities, transfers to other departments and no layoffs. Mr. Clancy added that when he first arrived at Philadelphia Works he noticed a duplication of efforts in this business unit. He wanted to rethink the strategy of our public investments and moving people in the right direction. Mr. Lasky asked what process was used to determine promotions. Mr. Clancy responded by saying they took a step back and looked at the staff that were underutilized and not working to their full potential. Then, projects and tasks were identified that needed more attention and paired with staff that possessed the needed skill set. Finally, staff were interviewed by their manager, Mr. Bailey and Mr. Clancy.

Compensation Peter Johnson and Company has been engaged to conduct the compensation market survey. They will deliver their final product by the end of September. Mr. Lasky asked if staff had a written compensation policy. Mrs. McBrearty Cross responded that a process exists to determine where a given role falls within our salary structure, but that there is no compensation policy.

Staff Updates Mrs. Maria Morton informed the committee that there were two new hires, Sr. Research Analyst and Accounts Payable Clerk. The Compliance Manager resigned effective August 3. Mrs. Romero Mitchell asked if staff is replacing the position. Mr. Clancy responded that this was a unique position and no other workforce board has a compliance manager, therefore the position will not be replaced.

Adjournment The meeting was adjourned at 3:35 PM. The next meeting is scheduled for Monday, October 16, 2017.

20 Research & Policy Committee Summary Wednesday, July 12, 2017 | 3:00-4:30 P.M. Chair: Jay Spector

Welcome and Chair’s Remarks ATTENDANCE Mr. Jay Spector welcomed the committee and introduced the two new members, Mr. Arun Prabhakaran, Senior Vice President and Chief External MEMBERS: Affairs Officer at the Urban Affairs Coalition, and Mr. Keith Wardrip, Community Jay Spector (via Development Research Manager at the Federal Reserve Bank of Philadelphia. conference) The meeting was called to order at 3:00 p.m. MOTION Mr. Tsiwen Law asked Tsiwen Law that the edited minutes be moved for approval. Ms. Sheila Watkins seconded. Arun Prabhakaran ACTION: The motion carried unanimously. Bud Tyler (via conference) Aligning the Work of the Committee to the Board’s Work Keith Wardrip Dr. Meg Shope Koppel gave an overview of the draft Research & Policy Sheila Watkins Committee Annual Goals outline for the year July 1, 2017 to June 30, 2018. REGRETS: She noted several goals have been proposed. The committee discussed the Natalie Knochenhauer major responsibilities and reviewed the proposed goals. Mr. Spector and Dr. Shope Koppel will meet to discuss revising the goals based on committee STAFF: feedback and adding a timeline and a workplan. This revised version will H. Patrick Clancy be sent to committee members before the next meeting for their comments. Meg Shope Koppel Eleanor Avery Mr. H. Patrick Clancy updated the committee on his meeting with Dr. Shope Koppel and Mr. Spector. He spoke of the changes being made to the TANF and EARN programs. With the agreement on how performance funding may be used to support TANF customers, we can develop individualized career pathways with credentials attainment as a goal. Our objective is to have customers earn a livable wage of $15 to $20 per hour. Other strategies include developing processes for customers with college degrees and customers who return for services to better meet their needs.

With WIOA funding, Mr. Clancy announced that we are looking to maximize on the job training and access to apprenticeships for dislocated workers, returning citizens and customers who are in-between jobs. We will continue to work with our five major vendors at the PA CareerLink® Philadelphia centers and figure out how we all can work together and provide good customer service.

Philadelphia Works is working closely with the City Managing Director’s Office, Commerce Department and Deputy Mayor for Labor to provide innovative programs. There are projects with the airport, the hospitality field and with returning citizens. We are also working on a joint investment with the United Way in workforce development.

Addressing the Board’s Request for Quarterly Performance Previous dashboards were reviewed to see what can be changed to accommodate the Board’s request to see more current information and track the performance of the system. There are challenges tracking performance given the lack of performance data available before fall 2018. However, the committee is committed to educating the Board on performance and key progress. Committee members suggested

21 approaching an outside organization to help with putting information together. Staff will ask other organizations for assistance.

Updates on Local, State and Federal Policy Dr. Shope Koppel updated the committee on the WIOA Multi-Year Local and Regional Plans. An Ad Hoc Workgroup of the Board was created at the last quarterly meeting to review the draft plan prior to posting on the Philadelphia Works website for comments. The Regional plan is being developed by a consultant and will also be presented to the Ad Hoc Group. We are on schedule to deliver the plans to the Commonwealth as required on or before September 1, 2017. WIOA requires a two-year modification of the multi-year plan; however, given that we completed a transitional plan that will last 18 months, the Commonwealth determined we do not need to do a two-year modification.

TANF Reauthorization has been moving forward and several bills have been voted out of committee and sent to the full senate. There are some provisions being proposed that will be helpful in serving our customers and some provisions that will restrict eligibility and services that we feel would harm our customers.

The federal government updated policy regarding apprenticeships. There are new rules regarding what is regarded as a pre-apprenticeship. If you are under 24 and funded by the youth system, pre-apprenticeship is considered training. For those 18 or older and in an adult system, a pre-apprenticeship is considered intensive career services and not training. A significant amount of Philadelphia Works funding must be used for training as required in the WIOA Combined State Plan. During this program year, 50 percent of WIOA Title I funding must be used for training and 70 percent of these dollars must be used for residents with low-income or other barriers to employment. This may impact resources for the PA CareerLink® Centers and other pipeline work if funding declines.

Information to be shared with other committees Mr. Wardrip informed the committee of a one-day conference in Atlanta discussing career pathways and big data analysis software like Burning Glass and EMSI.

Next Steps The following actions will occur before the next committee meeting: • Mr. Spector and Dr. Shope Koppel will meet and revise the Annual Goals and add in a workplan and timeline. These will be circulated to the committee for feedback. • Staff will continue to monitor changes in TANF and WIOA policy and legislation. • Staff will reach out to several organizations for help devising a dashboard of performance metrics for the system that will inform the board.

Adjournment With no other business, Mr. Spector adjourned the meeting at 4:30 pm.

22 Workforce & Economic Development Committee Meeting Summary Wednesday, August 2, 2017 | 9:00 - 11:00 A.M. Chair: Mr. Gabriel Mandujano

Welcome ATTENDANCE Due to an unexpected event, Chair, Mr. Gabriel Mandujano was tardy to the meeting. Therefore, in his absence, Ms. Diane Inverso greeted the committee MEMBERS: and called the meeting to order at 9:05 a.m. Shari Brightful Diane Inverso Affirm Approval of Meeting Minutes Gabriel Mandujano MOTION was made to affirm the approval of the May-June 2017 meeting Dionisio Mignacca minutes. ACTION: With prior approval for submission in the June Board Book, Jim Nichols - via phone Ms. Inverso moved to approve the minutes, seconded by Dionisio Mignacca. The motion carried unanimously. REGRETS: William Hart WIOA Local Plan Waverly Coleman Donald Generals Philadelphia Works finalized its Workforce Innovation and Opportunity Act Peter Gonzales (WIOA) Transitional Local Plan for PY 2016 in June 2016. The plan will serve as Lorelei Narvaja the foundation for our ongoing WIOA Implementation. Catherine Miller

Larry Pace Throughout the last few months, Philadelphia Works has convened a series of

conversations with key stakeholders to seek input, direction, and advice on processes related to their work that will help to inform the “2017-2020 Local STAFF: Plan”, which is due September 1, 2017. This plan presents Philadelphia Works’ Hugh Bailey mission, vision, goals and strategies necessary to support the work of our Patricia Blumenauer regional partners and the State, as well as outline many of the programs and Denise Givens initiatives scheduled for deployment via the PA CareerLink® Philadelphia Sue Hoffman centers. Susan Kirby Natalie Knochenhauer Currently, the WIOA draft Multi-Year Local and Regional Plans are posted for Melissa Rivera public comment until August 16, 2017. Shirley Vandever

Integrated Center Procurement Schedule In 2014, Philadelphia Works competitively procured the five (5) sub-contractors that make up center and cross-center providers for our integrated system. The procurement process and subsequent contracts stipulated that barring significant performance challenges, the contracts for those existing providers would exhaust extension options and require re-compete in FY’19. However, since the FY’15 procurement, Philadelphia’s workforce system has undergone significant transitions that resulted in dips in performance and trauma to staff and system processes. Thus, re-competing now will most likely negatively impact system performance. Accordingly, the committee discussed some of the possible scenarios relative to the procurement schedule and requested additional information from staff to support their recommendation to delay the re-compete for one year. This information will be provided as soon as possible.

23 Performance Update The committee was provided with an overview of WIOA and TANF system performance, including WIOA real-time metrics for quarter four of PY16, as well as EARN highlights for July 2016 through June 2017. This year is a baseline year for federal WIOA performance measures; therefore, the Commonwealth will not be releasing formal WIOA performance results until October 2018.

Funding Update Unfortunately, Philadelphia Works has not received a “Notice of Obligation” (NOO) from the State, which identifies WIOA and TANF funding levels for this fiscal year. The committee will be updated accordingly.

One-Stop Operator Update As of July 1. 2017, Eckerd Youth Alternatives has been selected to serve as the One-Stop Operator for the Philadelphia workforce system. Eckerd’s role is to coordinate the service delivery of all required partners, core programs and the cross-center services provider at the PA CareerLink® Philadelphia centers. Their work/activities will be monitored and evaluated by the One-Stop Operator Standing Committee, which consists of representatives from our required partners.

As discussions occurred, the committee offered valuable feedback regarding the level of information sharing between the Workforce and Economic Development Committee as it pertains to the One-Stop Operator, namely the referral processes. Recommendations were duly noted.

Adjournment: With no other business, Mr. Mandujano adjourned the meeting at 10:54 am.

24 Employer Engagement Sub-Committee Meeting Summary Tuesday, July 11, 2017 | 9:00-10:30 A.M. Chair: Heloise Jettison Welcome and Introductions ATTENDANCE Chairperson, Ms. Heloise Jettison, called the meeting to order at 9:05 AM. The meeting began with a welcome and introduction of meeting attendees. MEMBERS: Ed Grose Next Generation of Industry Partnership Heloise Jettison Peter Tubolino Mr. Hugh Bailey presented to the group the “Next Generation Industry Partnership” model and the ‘Notice of Grant Availability’ (NGA) received by The Commonwealth to STAFF: support the development, launch and facilitation of next generation sector Hugh Bailey partnerships. Philadelphia Works Advanced Manufacturing and Healthcare Industry Marlene Dobson Partnership businesses are collectively engaged in identifying and prioritizing training Lisa Johnson specific to their needs. Likewise, Next Generation Industry Partnerships will be Shirley Vandever industry-led and community supported entities that will strengthen regional economies, address workforce competition needs, develop individuals, and connect them to career pathways in targeted sectors. Sector specific business priorities, however, will be a greater priority than training opportunities. For Next Generation Industry Partnerships, the necessary elements needed for competitiveness within targeted industry sectors will be identified and prioritized.

In response to the NGA, Ms. Jettison, provided the identified target sectors for Next Generation Industry Partnerships that are the result of the work and data provided to the City’s Workforce Development Steering Committee. These industry sector priorities should be considered in identifying the next generation partnerships to propose and develop. Philadelphia Works Consultant, Ms. Barbara Stanford- Allen will assist with writing the proposal. The deadline to submit a response proposal to the NGA is August 16, 2017.

As Philadelphia Works continues their efforts in advanced manufacturing and healthcare, year-two funding was awarded by The Walmart Foundation to support trainings and the development of career pathways for businesses in the retail sector. Philadelphia Works is also discussing additional funding in retail with Jobs Opportunity Investment Network (JOIN).

The Advanced Manufacturing Industry Partnership employer partners contribute funds to the partnership relative to the value of training; these funds are reserved in a sustainability account to support training and other activities not supported by Federal funds. Likewise, Next Generation Partnerships applying for up to $25,000.00 will be required by The Commonwealth to also provide a minimum of $10,000.00 of in-kind matched funds to sustain the partnerships overtime. Leveraging of WIOA funds may also be considered by the partnership.

After the above summary of what constitutes a Next Generation Partnership was presented, the group discussed the value of industry partnerships within particular industry sectors. With the Commonwealth’s focus on hospitality, leisure and entertainment, Philadelphia Works plans to include hospitality as a component of retail. Philadelphia Works is open to considering an industry partnership within Information Technologies (IT) sectors. The group discussed possibly redefining ‘IT’ which will allow opportunity for similar sectors that are technology focused to join.

25 Action Item: To assist with redefining ‘IT’, Ms. Jettison will provide ‘IT sector’ employer and occupations data from research provided by the Economy League that will be later presented to the committee.

With new hotel projects forthcoming, the committee mentioned entry-level, sales, front desk manager and executive housekeeper training needs. In addition to supporting the cost of existing in-house training programs, the committee was informed about Philadelphia Works’ support with economic development strategies to assist companies in determining efforts that increase competitiveness, such as saving money and/or increasing revenue.

Mr. Bailey mentioned that UNITE Here Local 274, which represents hotel and food service workers, is currently working on a project with unionized airport companies, PCE and OTG, to train food service workers at the Airport. The group further discussed the ramification of working with both union and non- union hotel employees in Philadelphia.

Action Items: 1. In support of union and non-union businesses, Philadelphia Works will consider recommendations made by the committee to engage in preparing career seekers for employment opportunities within the hotel industry and reach out to the President of the Philadelphia Council AFL-CIO, Mr. Pat Eiding, who represents unions in the Philadelphia area. 2. To support Philadelphia Works plan to include hospitality as a component of retail, Mr. Ed Grose will provide a list of hotels for Philadelphia Works to invite to future Retail Advisory Council Meetings.

Representing sectors in building construction/service (tech-solutions and equipment), engineering technicians and CAD operators, Mr. Grose mentioned the importance of maintaining infrastructure. Siemens is currently recruiting interns for ‘energy’ programs that teaches interns how to improve infrastructure.

Action Item: Philadelphia Works will email a draft of ‘The Next Generation Industry Partnership model to the HR Committee of Hotels and the Building Managers’ Hotel Association (Bowmans) who represents all sectors in hospitality.

Siemens Updates On June 6th five operating companies met with the School District and Community College of Philadelphia to identify potential areas of workforce development. An additional meeting will be scheduled in September to discuss intertwining Siemens programs with existing programs within the School District and Community Colleges.

Siemens also met with approximately 24 Philadelphia based companies to bring onboard as approved vendors of Siemens. An update will be provided to the committee, following the September meeting.

Career Pathways Initiative In collaboration with The City of Philadelphia, Philadelphia Works is in the process of developing career pathways across multiple sectors. Demonstrating from entry-level positions, career pathways will be developed for seven targeted industries identified as high priority sectors. Beginning with advanced manufacturing, retail, healthcare and early childhood education, career pathways will provide a better understanding of level requirements and assist employers with pipeline recruitment as well as refine what skills or education is needed for each position. Philadelphia Works front-line staff will educate career seekers on career pathways of interest. Following a review of sample career pathways, the committee

26 discussed the value of career pathways for employees, employers, education partners (as it relates to training) and parents alike.

Action Item: Recommendations were made by the committee to include OSHA 30hr safety training to career pathways and salaries, alternatives other than High School/Vocational, College or Tech and low or no cost opportunities within the workforce system on the ‘construction sample’ career pathway.

Local Plan and One-Stop Operator Update Discussed at the last Board meeting, Philadelphia Works is in the process of the completing the Local Plan in identifying priorities for Workforce service delivery strategies for the next three years. The Local Plan being developed in draft form will be posted on the Philadelphia Works website for public comment on July 17th. Notification will be sent to the Full Board, followed by a vote by the Board, via conference call. A smaller Ad hoc committee of the Board is also being coordinated by Philadelphia Works Chief Research Officer Ms. Meg Shope-Koppel to conduct an initial review of the plan. The Local Plan must be submitted to The Commonwealth by September 1, 2017.

Action Item: Each Committee will receive a copy of the draft Local Plan to review and provide an update on the development of the Local Plan.

City-wide Workforce Development Update Ms. Jettison provided the group with a copy of the City-wide Workforce Development plan agenda for developing partnerships and career pathways with the business community that will be released in October 2017. For the City of Philadelphia, part of the overall concept of career pathways is to ensure opportunities are also available for opportunity youth, returning citizens and lower wage/lower skilled workers, and that conversations are held and outcomes are being discussed with employers, educational and training providers to prepare individuals to move along the continuum and attain entry-level employment.

The Mayor’s immediate executive staff were briefed on the timeline of the full plan that will be shared in draft form with the Steering Committee in July. The entire plan will be refined between August early September, then presented at Philadelphia Works Board meeting in September. Ensuring Philadelphia Works employer partners are informed, involved, and have a good understanding of the full plan; The City of Philadelphia is identifying locally based employers who are currently utilizing the workforce system, have invested in diversity, have an internal career pathway or advancement track for employees, and are participating in internships and/or apprenticeships, be the inaugural ‘Business Champions’ and will participate in the launch scheduled for October.

To date, 40 apprentices (ranging from 18 to 45 years of age) have begun the City’s 12-24-month Career Apprentice Program for the community recreation leader position. Following the completion of the apprenticeship program, participants will transition from seasonal/temporary employment to permanent employment to either city-government civil services positions, or external opportunities.

In collaboration with District 1199C, RISE and PYN, The City of Philadelphia is planning to develop focus groups of eight to 10 employers to discuss the City-wide Workforce Development plan and models presented. Three focus groups will be conducted prior to September to include in the October strategy launch. Committee members who may be interested in participating in these small forums were asked to contact Ms. Jettison at [email protected] .

27 Action Items: 1. The committee will be provided with a full synopsis/outcomes of the City’s apprenticeship program. 2. For employers of the committee who may be interested in participating in the focus groups a full report of the Citywide initiative will be sent to the HR Committee of Hotels/Building Managers’ Hotel Association (Bowmans).

Adjournment With no other business, Ms. Jettison adjourned the meeting at 10:15am.

28 Action Item: Approval of the TANF Performance Funds Investment Policy

Action The Philadelphia Works Board of Directors is asked to approve the TANF Performance Funds Investment Policy.

Background Since 2006, Philadelphia Works has received TANF Performance Funds (TPF), for meeting TANF performance objectives for Philadelphia County.

It is the policy of Philadelphia Works to invest TPF into innovative employment related services, in the form of “non-assistance” benefits, to support the economic well-being of TANF families. It is our stated intention to design and test new strategies for helping hard-to-employ TANF parents, thereby laying the groundwork for future reforms of the EARN system. The investment of funds will be driven by the needs of the hardest-to-serve TANF parent, established career pathways, and the Mayor’s city-wide Workforce Development Plan.

This policy details the intention of the Board to invest the TPF into innovative employment related services, in the form of both direct and “non-assistance” benefits, to support the economic well-being of TANF families and their children.

Recommendation Staff recommends the board approve the Philadelphia Works’ TANF Performance Funds Investment Policy.

29 30

TANF Performance Funds Investment Policy

Background and Purpose The Temporary Assistance for Needy Families (TANF) program assists needy parents end their dependence on government benefits by promoting job preparation, work and marriage; and financial counseling services, through federal block grants.1 In Pennsylvania, the TANF block grants are governed by the PA TANF State Plan, effective October 1, 2014.2

Philadelphia Works receives a portion of the Federal TANF block grant, distributed to Pennsylvania, to administer the Employment and Retention Network (EARN) program. The purpose of this program is to address needy parents with serious barriers to gaining and maintaining employment by providing provide employment and training services, including comprehensive case management, remediation, education with special emphasis on individuals with limited English proficiency, skills training, work activities, job placement and retention activities, as well as providing supportive services such as child care and transportation. State-wide EARN programming includes services especially designed to meet the needs of out-of-school pregnant and parenting youth between the ages of 18 to 22, as well as non- assistance custodial or non-custodial fathers.

Since 2006, Philadelphia Works has received TANF Performance Funds (TPF), for meeting TANF performance objectives for Philadelphia County.

Participant Eligibility For purposes of the TPF, an eligible TANF family is defined as a minor child and his/her custodial and non- custodial parent(s), or other adult specified relative with whom he/she lives, who meet the income requirements (235% of the Federal Poverty Level) and resource standards established under the PA TANF State Plan, regardless of employment status.

12 CFR Part 200, Appendix XI, Compliance Supplement 4-93.558-1 2Commonwealth of Pennsylvania, Temporary Assistance for Needy Families, 2014 State Plan

31 Available Services TANF investments include “non-assistance” benefits, defined as activities that have been demonstrated to increase self-sufficiency through employment. Pursuant to 45 CFR §260.31, and the PA TANF State Plan, the term “non-assistance” includes:

• Non-recurrent, short-term benefits that: o Are designed to deal with a specific crisis or episode of need; o Are not intended to meet recurrent or ongoing needs; and o Will not extend beyond four months.

• Work and Employment subsidies (i.e., payments to employers or third parties to help cover the costs of employee training, education, wages, benefits, supervision and counseling);

• Supportive services such as child care, counseling, transportation, provided to families who are employed;

• Services such as case management, peer support, transitional services, tuition reimbursement, job retention, job advancement, incentives and savings’ match, 2Gen programming, financial literacy and empowerment programming, and other employment-related services that do not provide basic income support.3 4

Rationale Providing on-going support post-employment is intended to help participants secure long-term, stable employment at a wage level that will allow them to support themselves and their children. By offering a variety of retention and advancement services, including on-going opportunities for education and skills training, participants will have opportunity to advance along a career pathway.

By including the needs of low-skilled TANF non-custodial parents in the definition of family, we seek to enhance their earnings and employability which will increase regular child support payments, thereby improving the financial stability of the entire family. Currently, only a modest fraction of poor children in single-parent families receive child support income from their non-custodial parent and studies have shown the payment of child support often is crucial for the economic well-being of poor and near-poor single mothers and their children (King 1994).

Contact: All inquiries regarding this policy should be directed to Natalie Knochenhauer, JD, Philadelphia Works Senior Policy Advisor ([email protected]).

32 CFR Part 225 (OMB Circular A-87); 45 CFR 263.11(b); 45 CFR 286.45(c) TANF program activities with objective criteria for the delivery of benefits and the determination of eligibility that are reasonably calculated to accomplish one or more statutory purpose of TANF are allowable; some types of incentives that are provided contingent upon participation in such a TANF activity are also allowable. Cash incentives are an example of an incentive that a TANF program may use to encourage participation in a TANF activity. 4 OMB Circular A-133 Compliance Supplement 2016 4-93.558-1

32 Finance Report

33 34 35 36 Action Item: Approval of Revised FY2018 Revenue Budget Philadelphia Works

Action The Philadelphia Works Board of Directors is asked to approve the Philadelphia Works Revised FY2018 Revenue Budget.

Background The revenue budget combines public workforce funding from the Pennsylvania Department of Human Services, Temporary Assistance for Needy Families (TANF), the Pennsylvania Department of Labor and Industry, Workforce Innovation and Opportunity Act (WIOA), the Federal Department of Labor and other funding sources. The budget contains funding for adult and youth services.

Revision The revision finalizes preliminary allocations approved for WIOA Adult, Dislocated Worker and Title I TANF Youth funding approved at the last board meeting and incorporates new awards.

Recommendation Approve the Revised FY2018 Revenue Budget.

37 38 Action Item: Approval of the Financial Statements for the Month Ended July 31, 2017

Action The Philadelphia Works Board of Directors is asked to approve Philadelphia Works unaudited financial statements for the month ending July 31, 2017 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 Balance Sheet, Statement of Activities, Cash Flow and administrative, and program expense projections.

Recommendation The Finance Committee recommends the board approve the Philadelphia Works’ financial statements for the month ending July 31, 2017.

39 40 Action Item: Approval of the Financial Statements for the Year Ended June 30, 2017

Action The Philadelphia Works Board of Directors is asked to approve Philadelphia Works unaudited financial statements for the year ending June 30, 2017 as recommended by the Finance Committee.

Recommendation The Finance Committee recommends the board approve the Philadelphia Works’ unaudited financial statements for the year ended June 30, 2017.

41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64

Workforce System Quarterly Summary Report

65 66

Philadelphia Workforce Development Area: System Quarterly Summary Report September 28, 2017

Philadelphia Workforce Development Area: Quarterly Summary Report

Table of Contents Executive Summary ...... 70

PA CareerLink® Philadelphia • Integrated Services ...... 72-74 • PA CareerLink Metrics ...... 75-87 • WIOA Federal Performance Measures ...... 88-90 • WIOA System Fiscal Summary ...... 91 • WIOA System-wide Performance Metrics ...... 92-94 • EARN Program and Fiscal Summary ...... 95-99 • EARN Performance Summary ...... 100-102 Youth System • Youth System Overview ...... 103-104 • Youth System Fiscal Summary ...... 104 • Youth Performance Metrics ...... 105-108 Philadelphia Works Grants ...... 109-116

68 What Philadelphia Works Does:

For employers and businesses Philadelphia Works can expand your business by helping you find, train, and in some cases, subsidize wages of new employees. We may also be able to fund training programs for upgrading the skills of your current workers. Employer services line: 800-892-2288 or [email protected].

For job seekers If you are looking for a new job or opportunities to advance or change your career, you can connect with job search and training resources, including the four Philadelphia PA CareerLink® centers. Career seeker services are detailed further on the website at: http://www.philaworks.org/career-seekers/.

69 Executive Summary: Program Year 2016 (July 1, 2016 through June 30, 2017)

Year-end performance shows an uptick in training opportunities • Over 300 WIOA and EARN customers entered training during program year 2016 about a 10 percent increase from the previous program year • WIOA training enrollments exceeded the annual goal by more than 100 percent • Training opportunities included an increased number of Registered Apprenticeships in non-traditional apprenticeships

More customers are seeking help at the PA CareerLink® Philadelphia • 55,239 unique customers came to the PA CareerLink® Philadelphia centers for assistance with employment and career services • These unique customers made 144,427 visits to our four centers over the program year

The EARN program continues to struggle with increasing enrollment • The annual enrollment rate of referred EARN Program customers was 47 percent • Over 80 percent of those not enrolled were referral rejected for failing to report to the centers for services

WIOA Placements increased during the 2016 program year • Placements through the WIOA services resulted in 889 placements, 40 percent increase over the previous program year and exceeding the annual goal • PA Department of Human Services confirmed EARN Program placements were level with the previous program year

WIOA Youth Services touched more young residents • There were 981 young residents -- a significant increase in the number of youth -- touched by WIOA year-round funded programs this program year • Successful completions varied across youth programs based on the characteristics of program participants

Philadelphia Labor Force Supply and Demand 100,000 80,000 60,000 40,000 20,000 0

Job Openings Unemployed

System Statistics – 4th Quarter Program Year 2016 (April 1, 2017 – June 30, 2017)

Total unique customers served in the PA CareerLink® centers (all programs): 13,641

Total Youth active during the quarter (all Philadelphia Works funded programs): 916

Total WIOA registered and EARN Program customers placed into employment: 1,925 Includes those not yet validated as “countable” by PA Department of Human Services

Total WIOA registered and EARN customers in training (JSST, EARN OJT & WIOA): 314

71 PA CareerLink® Philadelphia Program Year 2016 Fourth Quarter: April 1, 2017 to June 30, 2017

The No Wrong Door Integrated Services

The new PA CareerLink® Philadelphia centers ensure one-stop services for career seekers and employers alike. They provide comprehensive career placement services that connect qualified talent to open jobs. Career seekers can expect one-on-one career counseling, resume development and expanded workshops to assist them with improving their workplace skills thus enhancing their competitiveness in the job market. Employers can utilize candidate screening and hiring services including on-site hiring events and access customized on-the-job training subsidies and other HR solutions. These services are designed to give small businesses the tools they need to make informed and cost-effective decisions to grow their business. The following providers have been competitively selected to provide services at our centers:

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

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

72 Customer Flow in the PA CareerLink® Philadelphia Integrated Centers

In the Fourth quarter of Program Year 2016, the PA CareerLink® Philadelphia system was fully operational under the No Wrong Door model. All four centers offered integrated EARN and WIOA services throughout the quarter.

PA CAREERLINK® CENTERS IN PHILADELPHIA COUNTY PA CareerLink® Philadelphia North 4261 N. 5th Street Philadelphia, PA 19140 (215) 967-9711

PA CareerLink® Philadelphia Northwest 5847 Germantown Avenue Philadelphia, PA 19144 (215) 987-6503

PA CareerLink® Suburban Station 1617 JFK Boulevard, 2nd Floor Philadelphia, PA 19103 (215) 557-2592

PA CareerLink® Philadelphia West 3901 Market Street Philadelphia, PA 19104 (215) 473-3630

73 Each PA CareerLink® Philadelphia center provides comprehensive services to career seekers through the implementation of the No Wrong Door service delivery model. The centers are expected to follow the procedures outlined in the No Wrong Door Operations Procedural Manual to deliver services to career seekers through the Universal Services, Workforce Innovation and Opportunity Act (WIOA), and Temporary Assistance for Needy Families (TANF) programs and to operate in a manner that leads to achieving performance goals and success metrics.

Universal Services are provided to each career seeker that enters a Philadelphia PA CareerLink® Philadelphia center. The career seeker is greeted, completes registration in the JobGateway® System and then has a one-on-one welcome meeting with a staff member. Basic career services are offered, including various activities available in the Career Resource Center computer lab and a variety of workshops. Additional services and opportunities are offered through WIOA and TANF programming.

Under the guidelines of WIOA, career seekers can become eligible for individualized career services as an adult or dislocated worker. Adult career seekers are defined as individuals who are 18 years of age or older, compliant with selective services legislation, and eligible to work. To be defined as a dislocated worker, the career seeker must meet the requirements of adults and also have been terminated or laid off, eligible or exhausted unemployment compensation, or a displaced homemaker. Priority of service is given to populations with barriers to employment, as outlined in the Philadelphia Works Priority of Service Policy. WIOA registered participants may be eligible for a variety of opportunities, such as vocational or technical training through Individual Training Accounts, work-based trainings such as On-the-Job Training and individualized career services such as paid transitional jobs, work experience and internships.

TANF provides five years of cash assistance to pregnant women and families with children. Eligibility for TANF benefits is determined by the County Assistance Office and is based upon the household composition, the amount of time that the household has been receiving benefits, and the income and resources of the household. Adult recipients of TANF benefits, if employable, are expected to pursue employment or participate in an employment and training program in order to find work and continue to receive benefits. These career seekers are referred to Employment and Retention Network (EARN) programs within the PA CareerLink® Philadelphia integrated centers.

While involved in the EARN Program, career seekers are engaged in an orientation to the program and are required to participate in core job readiness activities with the goal of becoming employed. These include services such as job search, community service, OJTs, and vocational education training. Career seekers can also participate in non-core activities such as English as a Second Language and Adult Basic education.

74 PA CareerLink® Philadelphia Metrics

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

PA CareerLink® Philadelphia metrics are divided into four foci:

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

During the Fourth quarter of Program Year 2016 (April 1, 2017 through June 30, 2017), all four integrated PA CareerLink® Philadelphia centers were open to the public and operating in their full capacity. As the integrated centers settled into their spaces and operations, Philadelphia Works continued to ensure clarity and consistency in the quarterly reporting process by providing technical assistance to the PA CareerLink® Administrators.

This is the NEW LOGO for the PA CareerLink® centers!

75 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 several employer-customer metrics.

The Employer Satisfaction metric proposes to show employers’ satisfaction with services and assess the system’s relevancy to the community. This metric is not currently reported.

The Employer Market Share rate shows the EMPLOYER MARKET SHARE market penetration of public workforce PY2015 PY2016 services available to employers. This Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Employer Market Share 3.6% 2.4% 2.9% 3.6% 2.0% 3.0% 3.9% 4.5% metric is defined as a percent of all Employers in the System 1,091 724 914 1,116 619 931 1,210 1,397 Philadelphia employers with more than Employers in Philadelphia 30,514 30,556 30,591 30,848 30,700 30,728 30,756 30,852 Source: Philadelphia Works analysis of CWDS and labor market information one employee that received PA CareerLink® Philadelphia services or used the public workforce system, JobGateway®, for posting job orders in a given quarter. Between April 1, 2017 and June 30, 2017, 1,397 employers engaged with the PA CareerLink® Philadelphia system. This represents 4.5% of all Philadelphia employers.

The Employer Engagement and the Repeat ENGAGEMENT IN THE SYSTEM AND REPEAT USAGE RATE Usage Rates are currently being revised. PY2015 PY2016 Starting in February 2017, Philadelphia Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Engagement in the System 72% 73% 68% 66% 70% N/A N/A N/A Works introduced Executive Pulse™ as a Repeat Usage Rate 67% 66% 61% 50% 69% N/A N/A N/A Customer Relationship Management Source: Philadelphia Works analysis of CWDS and labor market information (CRM) system to track the workforce system’s engagement with employers. Once this system is rolled out to all partners, meaningful metrics will be developed to give a more accurate view of these activities. Definitions of metrics and results will be reported in the near future.

The Job Order Fill Ratio is reported as the ratio of staff-assisted placements JOB ORDER FILL RATIO to staff-entered job orders. The methodology for calculating this metric has PY2016 been revised, and now utilizes ad hoc reports from CWDS instead of crystal Q1 Q2 Q3 Q4 Job Order Placements by Staff 79 11 22 13 reports from the state. For that reason, only data for program year 2016 is Job Orders Entered by Staff 303 267 310 261 shown in the table and on the chart. Source: Philadelphia Works analysis of CWDS and labor market information

The Employer to BSR Ratio and Employer Service to BSR Ratio are two newly proposed metrics. These metrics describe the relationship between the Business Services team and employer services as recorded in CWDS. These metrics are not being reported for this quarter.

76 EMPLOYER MARKET SHARE ENGAGEMENT IN THE SYSTEM REPEAT USAGE RATE

100% 5.0% 4.5% 80% 72% 73% 68% 70% 4.5% 70% 66% 90% 4.0% 3.6% 3.6% 80% 3.5% 69% 3.5% 60% 67% 66% 2.9% 70% 61% 3.0% 2.7% 50% 2.4% 60% 50% 2.5% 2.0% 40% Metrics are being redeveloped;50% no data available for Q4 PY16. 2.0% 1.5% 30% 40% 30% 1.0% 20% 0.5% 20% 0.0% 10% 10% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 0% 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2015 PY2016

Employer Market Share PY2015 PY2016 PY2015 PY2016

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

350 1 1 303 310 300 267 261 1 1 250 1 1 200 Newlydefined metrics; no data available. 1 1 150 0 0 100 79 0 0 50 11 22 13 - - - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2016 PY2016 PY2016 Job Order Placements Job Orders Unique Employers BSRs Employer Services BSRs

Source: Philadelphia Works analysis of CWDS and labor market information

77 An additonal set of metrics are specific to the performance of the cross-center services team in the PA CareerLink® Philadelphia centers, who provide services to connect employers with customers.

The Job Hire Rate from On-Site Recruitments is defined as the percentage of HIRE RATE FROM ON-SITE RECRUITMENTS job openings that are filled by career seekers who attend on-site PY2016 recruitments. Between April 1, 2017 and June 30, 2017 on-site events Q1 Q2 Q3 Q4 Hire Rate from On-Site 23.6% 16.8% 51.8% 15.3% recruited for 190 job openings. 29 attendees of recruitments were hired for Attendees Hired 70 22 72 29 these positions. The job hire rate was adjusted for the first, second, and third Recruitment Event Job 296 131 139 190 Source: Philadelphia Works analysis of CWDS; cross-center services data request quarters due to additional information about hires.

On-the-Job Training Opportunities refers to the total number of positions that ON-THE-JOB TRAINING OPPORTUNITIES are available to WIOA and EARN customers during the fourth quarter of PY2016 program year 2016. Q1 Q2 Q3 Q4 WIOA OJT Opportunities 56 35 24 32 EARN OJT Opportunities 0 0 7 10 Source: Philadelphia Works analysis of CWDS; cross-center services data request

The On-the-Job Training Retention metrics measure the ratio of WIOA and ON-THE-JOB TRAINING RETENTION EARN on-the-job Training opportunities that have completed and ended with PY2016 the customer continuing employment with the employer. Of the WIOA on- Q1 Q2 Q3 Q4 WIOA OJT Retention Rate 0% 90% 79% 68% the-job training opportunities with start dates between July 1, 2016 and June WIOA OJTs Retained 0 28 27 23 30, 2017, 100 have documented outcomes. 78 of these WIOA OJTs resulted WIOA OJTs Ending in Quarter 1 31 34 34 in continued employment. There were also four WIOA OJTs that ended by EARN OJT Retention Rate N/A N/A N/A 50% EARN OJTs Retained 0 0 0 4 June 30, 2017 whose outcomes are still pending verification. Of the EARN On- EARN OJTs Ending in Quarter 0 0 0 8 the-Job Training opportunities with start dates between July 1, 2016 and June Source: Philadelphia Works analysis of CWDS; cross-center services data request 30, 2017, eight have documented outcomes. Four of these EARN OJTs resulted in continued employment.

78 JOB HIRE RATE FROM ON-SITE RECRUITMENTS

23.6% 300

250 15.3% 200 51.8% 150 16.8%

100

0 Q1 Q2 Q3 Q4 PY2016 Recruitment Event Job Openings Attendees Hired

ON-THE-JOB TRAINING OPPORTUNITIES WIOA ON-THE-JOB TRAINING RETENTION EARN ON-THE-JOB TRAINING RETENTION

60 56 40 9 79.4% 67.6% 50.0% 35 8 50 90.3% 30 7 40 35 33 25 6 5 30 24 20 4 15 20 3 10 10 2 10 7 5 - - 0.0% 1 - - - - 0 - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2016 PY2016 PY2016 WIOA EARN OJTs Ending in Quarter OJTs Retained OJTs Ending in Quarter OJTs Retained

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

79 Resource Utilization Measures of resource utilization examine whether centers have sufficient and diverse resources to continue operation effectively.

The Cost per Customer metric shows the amount of funds needed to serve COST PER CUSTOMER customers in the integrated PA CareerLink® Philadelphia centers. The metric PY2016 is calculated by dividing the cost of operations by the total number of visits Q1 Q2 Q3 Q4 Cost per Customer $86.10 $87.48 $75.66 $76.72 made to each center for customers receiving universal, EARN, and/or WIOA Source: Philadelphia Works analysis of CWDS and other program information services.

Leveraged Resources demonstrate how the centers partner with community LEVERAGED RESOURCES resources to enhance services to their customers and are reported as PY2016 cumulative membership income, earned from rent paid to the centers. During Q1 Q2 Q3 Q4 Leveraged Resources $7,046 $7,046 $37,296 $37,296 the fourth quarter of program year 2016 there were three members in the Source: Philadelphia Works analysis of program information PA CareerLink® Philadelphia centers: BenePhilly, Job Corps, and the Philadelphia Corporation for Aging.

The Professional Development metric tracks the number of integrated and PROFESSIONAL DEVELOPMENT cross-center staff that have increased their skills by attending workshops, PY2016 seminars, or conferences. This training does not necessarily link to Q1 Q2 Q3 Q4 Professional Development 137 116 140 69 certifications. Source: Philadelphia Works analysis of center data requests

Unique Customers shows the number of individual customers who receive UNIQUE CUSTOMERS universal, WIOA, and EARN services in the PA CareerLink® Philadelphia PY2016 centers. Q1 Q2 Q3 Q4 Unique Universal Customers 10,885 8,513 9,017 11,219

Unique WIOA Customers 1,325 1,214 1,527 1,853 Unique EARN Customers 3,802 2,785 2,530 2,422 Source: Philadelphia Works analysis of CWDS

The Customer to Staff Ratio tracks how many staff are available to deliver CUSTOMER TO STAFF RATIO services to WIOA and EARN customers in the integrated centers. WIOA PY2016 customers are tracked through the delivery of individualized career services Q1 Q2 Q3 Q4 WIOA Customers per WIOA 17 15 22 31 over the quarter, while the ratio for EARN customers uses all who had active EARN Customers per EARN 22 16 15 14 cases during the quarter. The number of full-time staff is calculated for each Source: Philadelphia Works analysis of CWDS and center data requests program, with those who are split between the two programs distributed proportionally according to the RSA. Cross-center staff who provide direct services, such as workshop facilitators, are also included in these calculations.

80 COST PER CUSTOMER LEVERAGED RESOURCES PROFESSIONAL DEVELOPMENT

$100.00 $40,000 $37,296 $37,296 160 $87.48 140 $86.10 137 $90.00 $75.66 $35,000 140 116 $80.00 $76.22 $30,000 120 $70.00 $60.00 $25,000 100 $50.00 $20,000 80 69 $40.00 $15,000 60 $30.00 $10,000 $7,046 $7,046 40 $20.00 $10.00 $5,000 20 $0.00 $0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2016 PY2016 PY2016 UNIVERSAL, EARN, AND WIOA CUSTOMERS NUMBER OF WIOA CUSTOMERS PER ONE STAFF NUMBER OF EARN CUSTOMERS PER ONE STAFF 12,000 10,885 11,219

10,000 9,017 35 25 8,513 31 22 30 8,000 20 25 22 16 15 14 6,000 15 20 17 3,802 15 4,000 15 2,785 2,530 2,422 10 2,000 10 5 1,325 1,214 1,527 1,853 5 - Q1 Q2 Q3 Q4 - - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2016 Universal WIOA EARN PY2016 PY2016

Source: Philadelphia Works analysis of CWDS and labor market information

81 Outcomes for Individual Customers: Universal Services Metrics that measure outcomes for individual customers track universal service delivery to career seekers. Customers receive a set of basic career services including, but not limited to, job search assistance, job referral or placement assistance. Those who are registered to receive WIOA services must face specific barriers to employment that often require a broader set of services to help with successful job placement.

The Participant Satisfaction metric proposes to track overall job seeker satisfaction with universal services including customer service, one-on- one job search assistance, workshops, and other offerings. Career seeker surveys are available at the centers in an outdated format with varying response rates. Philadelphia Works is pursuing a contract with a third-party provider to supervise the surveys. Due to varying response rates and survey methods among the centers, data on participant satisfaction are monitored but not reported.

The Participant Market Share shows the market penetration of public PARTICIPANT MARKET SHARE workforce services available to career seekers. The participant market share PY2016 is defined as a ratio of all customers who have received at least one service Q1 Q2 Q3 Q4 Participant Market Share 23.4% 21.8% 24.3% 29.0% during the fourth quarter of program year 2016, minus EARN customers, to Unique WIOA/Universal 12,210 9,727 10,544 13,072 the number of unemployed individuals in Philadelphia during the quarter. Unemployed in Philadelphia 52,143 44,546 43,322 45,042 Source: Philadelphia Works analysis of CWDS and labor market information EARN customers are removed because they are not considered to be unemployed.

The Literacy and Education Referrals metric shows the number of career LITERACY AND EDUCATION seekers referred to literacy programs and other educational services through PY2016 data-entered service codes on participant records. Q1 Q2 Q3 Q4 Literacy/ Education Referrals 66 80 76 73 Source: Philadelphia Works analysis of CWDS The Median Earnings (Universal Services) metric reports on wages earned by customers who receive universal services and enter employment during the UNIVERSAL SERVICES PERFORMANCE PY2016 second quarter after exiting from the program. The Employed in the Second Q1 Q2 Q3 Q4 Quarter After Exit (Universal Services) metric tracks whether customers Median Earnings N/A N/A N/A N/A receiving universal services are employed in the second quarter after exit Employed in the second from services. The Employed in the Fourth Quarter After Exit (Universal quarter after exit N/A N/A N/A N/A Services) metric tracks whether customers receiving universal services are Employed in the fourth quarter after exit N/A N/A N/A N/A employed in Source: Pennsylvania Department of Labor and Industry

In the Fourth Quarter After Exit (Universal Services) metric tracks whether customers receiving universal services are employed in the fourth quarter after exit from services. These metrics lag in time and are not currently being reported by the state.

82 PARTICIPANT MARKET SHARE LITERACY/EDUCATION REFERRALS

60,000 90 23.4% 80 80 76 73 50,000 21.8% 24.3% 29.0% 70 66 40,000 60 30,000 50 40 20,000 30 10,000 20 0 10 Q1 Q2 Q3 Q4 - Q1 Q2 Q3 Q4 PY2016

Unemployed in Philadelphia Unique WIOA/Universal Customers PY2016

Source: Philadelphia Works analysis of CWDS and labor market information MEDIAN EARNINGS (UNIV. SERVICES) EMPLOYED IN 2ND QTR AFTER EXIT (UNIV. SERVICES) EMPLOYED IN 4TH QTR AFTER EXIT (UNIV. SERVICES)

$1 60.0% 60.0% $1 $1 50.0% 50.0% $1 40.0% 40.0% $1 No data available. $1 30.0% 30.0% $0 $0 20.0% 20.0% $0 10.0% 10.0% $0 $0 0.0% 0.0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2016 PY2016 PY2016

Source: Pennsylvania Department of Labor and Industry

PA CareerLink® Philadelphia Operational Initiatives and Strategic Projects The integrated PA CareerLink® Philadelphia centers are supported by Philadelphia Works in a number of initiatives and strategic projects that are designed to improve outcomes for individual customers and increase performance across the system.

Monitoring Philadelphia Works assigns a program representative who provides support, guidance and technical assistance to each integrated center. Program representatives meet with Site Administrators and other leadership staff on a weekly basis to review processes and discuss performance. On a monthly basis, the program representatives conduct monitoring visits to review a percentage of career seeker files for compliance. Following the visit, they generate a report of findings and conduct an exit interview. Center staff are given a timeframe to make needed corrections and provide additional documentation to the program representative. If a program representative finds recurring issues from month to month, the center may be asked to submit a Plan of Correction to address a particular concern.

EARN Customer Outreach Philadelphia Works continues to support collaboration between the Customer Engagement Team of Cross-Center Services and the County Assistance Offices (CAOs) in an effort to increase engagement among EARN customers under the No Wrong Door Model. This process was deemed successful in the last year and the CAO reported that the number of sanctions issued to EARN customers in Philadelphia has decreased as a result of the outreach related to these efforts.

The CAO conducts outreach by phone to all TANF customers who have failed to show to the first EARN appointment. Their goal is to problem solve with the customer and schedule a new EARN orientation date. This outreach may also result in a determination that the customer should not be referred to the EARN program.

The Customer Engagement Team conducts outreach to TANF recipients at various stages of engagement with the EARN program who have not been reached by the CAO. This includes daily face-to-face communication through visits to customers’ homes and workplaces. The Customer Engagement Team will engage, inform, and support progress plans with the goal of EARN enrollment and/or documentation of EARN required participation hours. Outreach focuses those who were referred to the EARN program and did not report to the first appointment and EARN customers who are employed but have not provided verification of their employment and monthly hours worked. To support EARN customers who are employed but have not provided verification of employment and monthly hours worked, the customer engagement team has added the retrieval of paystubs to their outreach efforts and this is now a part of the team’s outcome measures.

84 A table showing select metrics is below. Other metrics continue to be under development and will be reported on once finalized. CUSTOMER OUTREACH METRICS SUMMARY

PY2016 Q1 Q2 Q3 Q4 CAO TANF customers showing to enrollment appointment after CAO call N/A 152 101 475 TANF customers enrolling in EARN program after CAO call N/A N/A N/A 426 Customer Engagement Team Home visits made N/A N/A N/A 526 TANF customers showing to enrollment appointment after home visit N/A 35 19 208 TANF customers enrolling in EARN program after home visit N/A N/A N/A 185 Outreach to enrolled EARN customers who stopped attending the program N/A 0 N/A N/A

Source: Philadelphia Works analysis of program data

EARN Customer Incentives PA CareerLink® Philadelphia centers continue to make incentives available to EARN customers as they meet specific goals and benchmarks. These incentives are intended to encourage participation in workshops and other activities, including providing necessary documentation to verify placements and retention, and to ultimately increase engagement and participation in the EARN program. As a result of these incentives, Philadelphia Works expects to see an increase in the Activity Compliance Rate (ACR), countable placements, and retention; this will, in turn, assist Philadelphia Works in the achievement of system performance goals.

85 Metrics are being developed to track the impact of incentives on performance in future reports. A table showing the number of incentives distributed towards each goal is shown below.

INCENTIVES METRICS SUMMARY

PY2016 Q1 Q2 Q3 Q4 Community Service Participation N/A 18 23 18 Countable Placement N/A 90 120 146 Employment N/A 130 132 171 Monthly Retention N/A 677 956 989 Pre Employment Activity Participation N/A 70 129 147 Pre Employment Job Readiness N/A 182 200 154 Pre-Placement/Daily Participation N/A 110 211 246 Program Engagement N/A 39 58 68 Total Incentives Distributed N/A 1,330 1,829 1,939

Source: Philadelphia Works analysis of program data

Unemployment Compensation Assistance

Starting in the second quarter of program year 2016, the PA CareerLink® Philadelphia centers saw an increase in the number of customers seeking assistance with unemployment compensation. Although the centers are not staffed with state employees who can directly assist with unemployment claims, each center has a direct phone line to the UC Service Centers and allows customers to bypass the hold time. After the layoff of hundreds of state employees in December meant increased hold time for callers, the centers saw an increase in the number of people seeking to use the direct phone line to the UC Service Center. Customers would frequently wait for hours to use the phone. The number of customers utilizing this service began to climb again over the course of the fourth quarter, but has not again reached the peak usage experienced in January 2017.

86 CUSTOMERS USING THE DIRECT LINE TO THE UC SERVICE CENTERS IN THE PA CAREERLINK® PHILADELPHIA CENTERS, OCT. 2017 – JUNE 2017

Source: Philadelphia Works analysis of PA CareerLink® Philadelphia data request

WIOA Performance Measures: Federally Mandated

The Workforce Innovation and Opportunity Act (WIOA) were signed into law on July 22, 2014. WIOA opens the door to the greater use of sector partnerships and career pathway models, and includes higher levels of accountability and outcome data reporting. Specific importance is placed upon the attainment of industry-recognized credentials and measurable skills gains. We are awaiting further guidance from the commonwealth on these measures and how they will be tracked in the system of record, the Commonwealth Workforce Development System (CWDS).

Due both to the reliance on Unemployment Compensation (UC) records to verify wage data as well as the time frame for achieving certain measures, the first performance report from the commonwealth will most likely not be made available until the fall of 2018 for this program year. We are hopeful that the commonwealth will release interim data before then so that we can monitor our performance and take action where needed. In lieu of these interim data, Philadelphia Works will be querying the system of record for applicable performance data where it is available and have our logic verified by the commonwealth so that we have the best sense possible of where we stand as far as performance.

The performance accountability measures under WIOA for the Adult and Dislocated Worker population are:

A WIOA Adult is an individual 18 years of age or older who requires special assistance including but not limited to labor market information, job search assistance, individual counseling and career planning, and specialized assessment in order to attain employment.

A WIOA Dislocated Worker is, in general, an individual who has been laid off from employment, or is unemployed or is unable to find employment due to circumstances beyond their control. This includes a spouse of a member of the Armed Services who has experienced a loss of employment as a result of relocation related to their spouse's active duty requirements.

In addition to federally-mandated performance measures, there are also specific goals in Pennsylvania’s WIOA Combined State Plan. The plan places a significant emphasis on serving individuals with barriers to employment. For the first two quarters of FY 2017, for the 1,175 WIOA registrations:

Barrier % served this quarter Public Assistance/Low Income 77.4% Ex-Offender 14.6% Older individuals (55+) 26.1% Basic skills deficient 8.8% Individual with disability 3.0% Homeless 1.2% Single Parent 18.2% Any Barrier 90.1%

89 The commonwealth has also established a priority of service policy for the WIOA Adult population. The priority categories and results four quarters of FY 2017 are indicated in the chart below:

WIOA System Fiscal Summary The information below reflects use of WIOA Formula funds and special grants end of Fiscal year July 1, 2016 – June 30, 2017 (Fiscal Year 2017) The Job seeker Services funds reflect only WIOA and not Wagner-Peyser funds in the local PA CareerLink® system.

91 WIOA System-Wide Performance Metrics

As the Local Workforce Development Board, Philadelphia Works establishes system-wide performance metrics. These goals are translated into contractual goals for the subcontractors based on their center traffic. Some of these metrics are developing as we await further guidance from the commonwealth.

The charts on the following page show the status of each metric for the first quarter of this fiscal year.

Registrations refer to those individuals who require a more extensive set of services beyond the basic services provided to all individuals in the centers. The system goal is to register over 2,200 in intensive career services.

Enrollment into training (ITA and OJT), as described elsewhere in this report, will also be supplemented in this program year by enrollments into work experience and internships. In addition, transitional work, while not officially designated as training under WIOA regulations, will be offered to customers to provide them with experience in the workplace.

Credential attainment is a new emphasis under WIOA. An industry-recognized occupational license or certificate is of high value to employers. Further guidance from the state on the exact definition of this measure is expected. In the interim, we are carefully monitoring credential attainment both during and after participation.

For those participants who enroll in training, we also measure how many obtain employment related to the training. This helps us to evaluate the effectiveness of our training providers.

Placements are those individuals where we can document that they obtained employment at a minimum of 30 hours per week at or above minimum wage. Our goal for the median wage system-wide is $13.00 per hour.

The number of new employers and number of new job orders per quarter in the following charts are compared to the average number of each per quarter in the previous program year.

The WIOA performance metrics reflect the aim of the legislation, as well as the goals of the state and local area. As more definition is received surrounding some of the metrics, the charts on the following page may be added to or changed

92 REGISTRATIONS TRAINING ENROLLMENTS (ITA) TRAINING ENROLLMENTS (OJT)

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

MEDIAN WAGE # OF NEW EMPLOYERS QUARTERLY* # OF NEW JOB ORDERS QUARTERLY*

93 EMPLOYERS WITH DIRECT SERVICES EMPLOYERS WITH REPEAT SERVICES

94 Financial Summary and Performance of the EARN Program as of June 30, 2017

The Employment and Retention Network (EARN) system provides employment and training services to individuals striving to reach economic self-sufficiency. Each participant enrolled in the EARN system receives personalized career guidance to provide the support needed to achieve career goals. Staff support is offered from beginning to end, before and after employment. Only individuals receiving cash assistance and specifically identified by the County Assistance Office are eligible to enroll.

The EARN programming includes Job Specific Skills Training (JSST) which offers focused skill training services. JSST is a viable option supporting the EARN system’s goal of self-sufficiency, financial independence and customer choice. The EARN System’s vocational training program offers comprehensive, industry specific skills development in several key occupational sectors to include: retail, customer service, allied healthcare, security services, culinary arts, residential/counseling services, childcare, and commercial driver’s license (transportation).

Highlights of the EARN System

• The EARN program had 9,198 new enrollments and provided services to 2,232 Carry-over clients from program year 2015. Total number of clients served is 11,430. • There were 4,040 total unconfirmed job placements for July 2016 through June 2017. 52 percent of those placements were offered 30 hours or more per week. • The average wage is $10.20 per hour; 14 percent were offered medical benefits and 48 percent of placements had an hourly wage of $10.00 or more per hour. • During July 2016 through June 2017, there were 1,915 placements that met the DHS Placement Tier 1 criteria and 1,053 or 55 percent that met both Tier 1 and Tier 2 placement criteria. • During July 2016 through June 2017, there were 1,432 placements that met the DHS Placement Tier 3 placement criteria and there were 4,582 records that met the DHS monthly retention criteria. • During July 2016 through June 2017, there were 34 customers that met the DHS Credentialing criteria.

Active Caseload, Enrollment Rate, and Referral Rejection Rates

• The EARN system received 19,573 referrals from the Philadelphia County Assistance Offices from July 1,2016 through June 30,2017. • 7,611 customers were enrolled during July 1, 2016 through June 30, 2017. The total caseload including carryovers from program year 2015 was 11,430 customers. The average monthly caseload was 2,931. The number of enrolled clients and total caseloads were lower compared to the previous year’s levels. • The year-to-date enrollment rate was 47 percent. The enrollment rate was higher compared to the previous program year. Of the 53 percent of customers not enrolled, 84 percent of clients were referral rejected because they did not report to the centers; nine percent of clients were not enrolled due to not cooperating with EARN policies; and the remaining customers were rejected for other reasons.

96 EARN System Fiscal Summary • Year-end expenses include actual invoices submitted and accruals through June 2017. • Year-end the Integrated/Cross Centers (EARN-TANF) spent approximately 101 percent of their cost reimbursement budget and the JSST providers have spent approximately 89 percent of their budget. • As prescribed by the State, certain operational integration expenditures have been charged against the TANF-Performance Advances

TANF ADULT PROGRAM BUDGET VS. UNAUDITED ACTUALS & ACRRUED EXPENDITURES IN JULY 1, 2016 THROUGH JUNE 30, 2017 (FY2017)

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

Source: Philadelphia Works analysis of EARN fiscal data.

97 PERCENT OF INDIVIDUALS WITH INCOME LESS THAN 200 PERCENT OF POVERTY LEVEL

Source: Philadelphia Works analysis of the 2011-2015 American Community Survey data

98 MONTHLY EARN PROGRAM REFERRALS, ENROLLMENTS AND ACTIVE CASELOAD

COUNTY ASSISTANCE (CAO) EARN REFERRALS ENROLLMENT RATE (%)

NEWLY ENROLLED ACTIVE CASELOAD

Source: Philadelphia Works analysis of EARN program data and Department of Human Services CWDS Reports.

99 EARN Program Performance Summary

Program metrics are tracked according to goals set for the program year with counts of successful outcomes defined as outcomes clients may achieve each month following enrollment. • Monthly Placement

o Placement Tier 1-The placement definition requires clients to obtain unsubsidized employment working a minimum of 80 hours in a four-consecutive work period. The four-week period must begin within the 180 days of the enrollment date. Unconfirmed placements are reported to show the efforts of the system to place clients until the confirmed placements numbers are available. During July 2016 through June 2017, there were 1,915 jobs that met the DHS countable placement tier 1 definition

o Placement Tier 2-The Placement Tier 2 definitions requires clients to meet the Placement Tier 1 definition and earn $10.00 per hour or more at any point during the enrollment period. Of the 1,915 placements that met the Tier 1 definition, there were 1,053 or 55 percent that met the Tier 2 placement definition.

o Placement Tier 3-The placement tier 3 definition requires clients to meet the placement tier 1 definition and must have earnings that result in the closure of TANF budgets. Of the 1,915 placements that met the tier 1 definition, there were 1,432 or 75 percent that met the Tier 3 placement definition.

• Monthly Retention - After a client meets their Tier 1 placement goal, they must maintain employment in any given calendar month at a minimum of 80 hours each month, for up to 6 consecutive months following the placement month to be considered retained. During July 2016 through June 2017, the system achieved 4,582 retention outcomes that met the performance definition.

• Credentialing- Client must be placed in skills training within 90 days of enrollment and receive a diploma or certification directly related to high priority occupation in local area. During July 2016 through June 2017, there were 34 customers that met the DHS performance definition.

UNCONFIRMED MONTHLY PLACEMENTS EMPLOYMENT HOURS (EXPECTED)

100

MEDICAL BENEFITS AVERAGE WAGE

Source: Philadelphia Works analysis of EARN program data. Monthly placements are shown based on CWDS placement start date.

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DHS MONTHLY PLACEMENTS – TIER 1 DHS MONTHLY PLACEMENTS – TIER 2

DHS MONTHLY PLACEMENTS – TIER 3 DHS MONTHLY RETENTION

Source: DHS CWDS Reports.

102 Youth System Report

Philadelphia Works’ youth workforce development strategy includes comprehensive, year-round and summer programming that provides opportunities for youth and young adults to achieve 21st Century Skills and gain an understanding of career and work. The youth system in Philadelphia serves youth and young adults between the ages of twelve through twenty-four years old primarily through the use of WIOA, TANF-YD, and other grant funds. Our delivery system provides high quality services for youth and young adults focused on career exploration and guidance, continued support for educational attainment, opportunities for skills training in in-demand industries and occupations, and culminating with employment or enrollment in post-secondary education.

This report presents data on quarter four, April 1, 2017 – June 30, 2017, for youth programs that are operating during program year 2016. Philadelphia Works, Philadelphia Youth Network (the YouthWorks Administrator), and Board committees are in the process of finalizing all metrics for the youth system services funded by the Workforce Innovation and Opportunity Act (WIOA) and the Temporary Assistance to Needy Families (TANF) Youth Development Fund. While some of the measures are contractual (outlined in the YouthWorks Administrator’s and subrecipients’ contracts), others are monitored to track trends. Goals in trend metrics are for monitoring purposes only and are not a performance component of the contracts.

YOUTH PROGRAM MODELS – OVERVIEW Through a partnership between Philadelphia Works and the Philadelphia Youth Network (PYN), the youth system provides career services and work- based opportunities to youth and young adults via the following year-round and summer models:

At-Risk Youth Enrolled in High School: Students at-risk of dropping out in grades 11 or 12 participate in year-round programs for additional support transitioning to and persisting in post- secondary education or sustainable employment. Upon program completion, successful participants will graduate high school, connect with an appropriate post-secondary option and complete one year of college coursework or advance to employment.

Opportunity Youth Without a Secondary Credential: Youth are reengaged and supported to obtain a GED and continue to build their competencies and skills beyond the secondary level. By removing this credential barrier, youth participate in year-round programs including a continuum of services moving participants through college exploration and preparation to access and persist in post-secondary education.

103 Opportunity Youth with a Secondary Credential: Youth who have obtained a secondary credential, but are disconnected from both school and work are able to participate in year-round programs offering industry-recognized credentials preparing them for positions in industries with high-growth potential in Philadelphia.

E3 Power Centers: The E3 Center model (Education, Employment and Empowerment) is a neighborhood-based, holistic year-round approach to preparing out- of-school youth and juvenile offenders returning from residential to achieve long-term educational, career and personal goals, including self-sufficiency.

WorkReady Summer: WorkReady Summer programs offer educationally-enriched work experience opportunities to in-school and out-of-school youth ages 12- 21 years old who have not matriculated into post-secondary education. Participants complete a six-week (120 hour), paid work experience that fosters the acquisition of the 21st Century skills through work-based learning. Opportunities are offered through one of four program models: career exposure, service-learning, work experience, and internships.

Financial Controls This set of metrics tracks funds to ensure that programs are sufficiently supported and active. Totals in the summary tables show invoices submitted to Philadelphia Works and not necessarily paid expenses for quarter two of fiscal year 2017, program year 2016. YOUTH SYSTEM YEAR-ROUND FUNDING: FOR THE PROGRAM YEAR FROM JULY 1, 2016 THROUGH June 30, 2017 TANF YD Funding Budgeted Expended % Expended TANF E3 Centers $2,280,000 $2,038,784 89% TANF Center for Literacy $330,374 $311,103 94% Total TANF $2,610,374 $2,349.887 90%

WIOA Funding Budgeted Expended % Expended At-risk Youth In School $1,012,327 $932,199 99% Opportunity Youth Without Secondary Credential $2,242,844 $2,096,866 93% Opportunity Youth With Secondary Credential $1,806,464 $1,476,803 82% Total WIOA $5,061,635 $4,505,868 89%

Source: Philadelphia Works analysis of fiscal data.

104 Program Year 2016 Performance Metrics In this section, Philadelphia Works’ tracks youth who are active in the quarter and exiting programs in the current program year. Many WIOA-enrolled youth and E3 Center youth remained active during the fourth quarter while there has also been an increase in program exits.

STATUS OF YOUTH ENROLLED IN PROGRAM YEAR 2016 YEAR-TO-DATE (TANF and WIOA FUNDED) Key & Definitions Unsuccessful Youth exits program without goal attainment and is included in program performance Exclusion Youth exits program due to special circumstances* and will not be included in program performance Successful Youth exits program with goal attainment and is included in program performance Remaining Active Youth actively participating in program and is not included in program performance until exit

E3 Center Count Percent Opportunity Youth w/o Secondary Credentials Count Percent Unsuccessful 233 30.9% Unsuccessful 100 19.8% Exclusion 8 1.1% Exclusion 0 0.0% Successful 189 25.0% Successful 252 50.0% Remaining Active 325 43.0% Remaining Active 152 30.2% Total 755 100.0% Total 504 100.0%

At Risk Youth in School Count Percent Opportunity Youth w/ Secondary Credentials Count Percent Unsuccessful 11 7.7% Unsuccessful 37 11.0% Exclusion 0 0.0% Exclusion 2 0.6% Successful 6 4.2% Successful 135 40.3% Remaining Active 125 88.0% Remaining Active 161 48.1% Total 142 100.0% Total 335 100.0%

Source: YouthWorks Administrator and Philadelphia Works analysis of program data. *Circumstances are identified by state and federal guidance

105 ENROLLMENT SUMMARY FOR WIOA PROGRAMS Five hundred and fifty-two (552) slots were allocated to serve youth and young adults in three WIOA-funded programs: at risk youth enrolled in school, opportunity youth without a secondary credential, and opportunity youth with a secondary credential (see above for model overviews). As of June 30, 2017, there have been six hundred and ninety-one (691) youth and young adults enrolled in WIOA programs. See below for details regarding enrollment rates, all other measures for WIOA programs will be reported at a future date when data is available. YOUTH YEAR-ROUND WIOA PROGRAMS: END OF YEAR JULY 1, 2016 THROUGH June 30, 2017 Enrollment Rate Active Enrollment Rate (WIOA Youth Programs) (Year-to-Date) PY2016: Quarter 3 AT risk youth in school 177 111.3% Opportunity youth without secondary credentials 353 161.9% Opportunity youth with secondary credentials 161 92.0% Across all WIOA programs 691 125.2% Source: YouthWorks Administrator and Philadelphia Works analysis of program data.

TANF E3 CENTERS CLIENT ACTIVE CASELOAD During the fourth quarter of program year 2016, three hundred and twenty-five (325) participants were active in E3 Center programs. E3 Centers are responsible for maintaining an active caseload of at least two hundred and sixty (260) youth and young adults each quarter. 400 335 312 321 325 302 286 300 249 232 200

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- Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 PY2015 PY2016 Active Caseload Caseload Goal

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

106 YouthWorks Administrator Program Management and Oversight Metrics Program management and oversight metrics track the YouthWorks Administrator, PYN, technical support activities. These metrics include narrative reports on technical assistance delivered to subcontractors. During this quarter, PYN completed all program year 2016 site visits to WIOA and TANF YD year-round providers. PYN facilitated two site visits per year-round provider during this program year.

PYN supported the WIOA Youth providers by hosting a six-hour CWDS and compliance training on June 23, 2017. This training covered CWDS topics such as the online WIOA application, services, case notes, outcomes, exits and follow-up services. The training also covered compliance topics including worksite agreements, PYN forms and participant file accountability. PYN also facilitated the quarterly WIOA provider meeting on June 27, 2017. During this meeting, PYN provided assistance on new forms, eligibility updates regarding high poverty area and TEGL communication from the Department of Labor.

Also during this quarter, PYN supported the year-round and summer TANF YD providers. PYN convened several meetings for year-round, E3 Center providers, including the quarterly professional learning community for E3 Instructors and the quarterly Director's meeting to discuss fiscal, operational and programmatic concerns. PYN provided technical assistance via bi-weekly calls to better support and equip WorkReady Summer providers. Topics included but are not limited to participant enrollment, eligibility, payroll and reporting.

TECHNICAL ASSISTANCE DELIVERED TO YOUTH PROGRAMS IN PROGRAM YEAR 2016 Hours of Hours of Youth Program Model # of Staff # of Staff Training Training (WIOA & TANF) Trained Trained Delivered Delivered PY 16: Quarter 4 PY 16: Year-to-Date At risk youth in school 25 20 84 67 Opportunity youth w/o secondary credential 35 29 92 66 Opportunity youth with secondary credential 36 28 102 80 E3 Centers 57 24 462 333 WorkReady Summer 16 90 21 180 External & System-wide 0 0 7 5 Total 169 191 768 731

Source: YouthWorks Administrator analysis of training and technical support data. Number of staff trained include staff attending more than one training and includes duplicates. TA report is a part of contractual performance measure.

107 PERCENT OF ADULTS 25-64 WITHOUT A HIGH SCHOOL DIPLOMA

Source: Philadelphia Works analysis of 2011-2015 American Community Survey

108 Philadelphia Works Grants

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

Business & Financial Partnership Sector Strategies Dislocated Worker Project: $328,219.00 Funded by U.S Department of Labor: 7/1/2015 Through 6/30/2018

Philadelphia Works and their county partners, Bucks County and Montgomery County, seek to place 30 dislocated workers over 18 months in accounting, bookkeeping and related occupations and IT occupations in the Business Services & Financial Services and Insurance clusters and at the same time build a sector partnership that results in: As of March 20, 2017, the Sector Strategies Dislocated Worker Project has been extended through June 2018. To date the grant has served 20 participants in ITAs/OJTs.

109 Business Education Partnership - Engaging Rising Seniors in School to Employment Pipelines: $122,727.60 Funded by PA Department of Labor and Industry: 4/1/2017 through 3/31/2018 Philadelphia Works in partnership with the Philadelphia Youth Network (PYN) and The School District of Philadelphia Office of Career and Technical Education (CTE) are providing support for rising seniors who are participating in CTE programming, specifically business services, information technology (IT), and advanced manufacturing. This program will help to solidify the elements for a successful school to career employment experience for rising seniors as well as improve classroom to workplace integration through teacher externships that build knowledge about workplace competencies and needed skills. Youth are being connected to career exposure, career readiness and paid work experience opportunities during the summer and school-year.

Outcomes to date: • Supported two hundred and forty-nine (249) career exposure opportunities • Provided a two-part career readiness training series for over forty youth • Connected twenty-two (22) youth to a summer paid work experience • Engaged with more than ten (10) employers across the city

110 American Apprenticeship Initiative: $2,999,722 Funded by U.S. Department of Labor: 10/1/2015 through 9/30/2020 The Southeast Pennsylvania Region American Apprenticeship Initiative (SEPA Region AAI) develops and expands pre-apprenticeship and Registered Apprenticeship programs in the information technology (IT) and healthcare industries and identifies and places Opportunity Youth (ages 16-24 out of school, out of work) in these programs and supports their successful completion. The foundation of SEPA Region AAI’s approach is: multiple employer engagement to develop and/or expand Registered Apprenticeship programs in the high-growth industries of IT and healthcare; the development and adoption of competency-based pre-apprenticeship curricula that aligns with available apprenticeship positions; and the establishment of a new governing body, the SEPA Region American Apprenticeship Collaborative, with staff to oversee all apprenticeship system work.

The grant is managed by Philadelphia Works and includes workforce development boards and partners from Philadelphia, Montgomery, Bucks, Chester, and Delaware Counties.

Outcomes to Date:

• SEPA Region AAI has assisted employers in the registration and approval of two new apprenticeship programs at the PA Apprenticeship and Training Council May 2017 meeting, including SPIN for Direct Support Professional and District 1199C Training & Upgrading Fund’s group model with Community Behavioral Health and Philadelphia Mental Health Care Corporation for direct care occupations. • Philadelphia Works participated in the planning committee for the Federal Reserve Bank of Philadelphia’s Apprenticeship as a Talent Development Strategy event to be held in July 2017, where employers and partners will learn about pre-apprenticeship and Registered Apprenticeship programs throughout PA, NJ, & DE. • Philadelphia Works received approval to add CVS Health and the Retail Pharmacy Technician occupation to the SEPA Region AAI grant, planned the program launch with partners, and assisted CVS Health in preparing their apprenticeship registration documents. • Philadelphia Works and Bucks County Workforce Development Board assisted Bucks County Intermediate Unit in developing their apprenticeship program for the Registered Behavior Technician occupation and preparing their apprenticeship program documents for registration. • Philadelphia Works created and sent out the region’s first Apprenticeship SEPA e-newsletter to update the region on pre-apprenticeship and Registered Apprenticeship programs, provide news around apprenticeships in the region and beyond, and highlight current partners and apprentices. • Philadelphia Works and District 1199C Training & Upgrading Fund jointly presented to employers on the Direct Support Professional pre- apprenticeship and Registered Apprenticeship programs for the Alliance of Community Service Providers webinar. • JEVS Human Services began actively recruiting opportunity youth for their upcoming TechServ AmeriCorps Pre-Apprenticeship program which will begin in the next quarter. This initiative will address two staggering issues in the Philadelphia region - the digital literacy and STEM skills divide, and the lack of access to career pathways in the STEM and IT sectors for residents of high-poverty neighborhoods. • Philadelphia Works supported and will be acting as fiscal agent for 5 ApprenticeshipUSA Expansion grants, ranging from $50,000 to $150,000, that will support the related technical instruction of Registered Apprenticeship programs throughout Philadelphia.

111 • Philadelphia Works supported and will be acting as fiscal agent for 4 PA Department of Labor and Industry Pre-Apprenticeship and Registered Apprenticeship grants, ranging from $50,000 to $150,000, that will be used to develop and/or expand pre-apprenticeship and Registered Apprenticeship programs throughout Philadelphia. • The first opportunity youth cohort of the Direct Support Professional Pre-Apprenticeship program by District 1199C Training & Upgrading Fund was completed and graduates will interview for apprenticeships in the next quarter. • Governor Wolf visited and participated in a panel session at District 1199C Training & Upgrading Fund to learn more about and discuss healthcare apprenticeships. • Philadelphia Works facilitated an interview and site visit between the University of Massachusetts Institute for Community Inclusion and the Urban Technology Project (UTP) to learn more about UTP’s programs and feature it in upcoming reports. After the visit, it was recommended that Philadelphia Works and UTP be included in an upcoming webinar with Jobs for the Future, and plans are in place for this webinar in the next quarter. • Philadelphia Works assisted The Wistar Institute in the registration and approval of their apprenticeship program for the Biomedical Research Technician occupation.

112 Microcredentials with the Community College of Philadelphia: $670,000 Funded by PA Labor & Industry Workforce Innovation Fund: 1/01/2016 through 9/30/2019

This grant focuses on adults with few skills and little work experience to pilot a new work readiness pathway at the College, resulting in microcredentials, leading to short-term training and credentials, then to college credit programs and employment.

Outcomes to-date:

• 28 participants completed work readiness training • 12 participants enrolled in short-term training at the College and 6 others are scheduled to enroll in courses that begin in September

Linking Workforce Systems and Community Colleges through Prior Learning Assessments for Adult Learner Success with Community College of Philadelphia: $25,000 Funded by CAEL/Chicago Cook County Workforce Partnership: 1/31/2017 through 3/31/2018

This grant provides technical assistance to Philadelphia Works and Community College of Philadelphia to create a systematic approach for the PA CareerLink® Philadelphia to help those with Individual Training Accounts and other types of training outside the formal education system to gain college credits through a Prior Learning Assessment (PLA). The initial goal is to refer and enroll 10 WIOA training completers as CCP students who then receive college credit for their prior learning.

Outcomes to-date:

• Philadelphia Works and the College agreed to explore whether the PLA process could be used to offer college credit to individuals who have completed apprenticeship training and advanced manufacturing training. The College had previously agreed that college credit can be awarded to workforce system participants who have earned certain IT certifications through WIOA-funded training. • On September 14, 2017, CAEL delivered professional development training on Prior Learning Assessment and advising adults on lifelong learning and career pathways to both College and PA CareerLink® Philadelphia staff. The College also plans to brief workforce staff on the new intake process and career pathways, paving the way for a more robust referral process.

113 Community Based Job Grant: $199,460 Funded by PA Department of Labor & Industry: 7/1/2016 through 4/30/2018

Philadelphia Works was awarded a grant from the Pennsylvania Department of Labor & Industry to provide enhanced career services and industry recognized credentials through partnerships with neighborhood organizations in Southwest Philadelphia and the Kensington neighborhood. As part of the partnership, EDSI is delivering remote services, including workshops offered at PA CareerLink® centers in 10 Free Library of Philadelphia locations across the two target neighborhoods, as well as getting customers enrolled in Job Gateway and developing resumes. At Lutheran Settlement House, based in the Kensington area, 20 individuals have been registered into WIOA, and receive case management and supportive services on site in their neighborhood. Through a partnership with The Career Wardrobe, 6 individuals who are have completed the Customer Sales and Service credential offered by the National Retail Federation and have been placed in Internships, where they are learning on the job skills in a supportive environment.

Summer Jobs and Beyond: Career Pathways for Youth - Youth and Young Adult Opportunity Hub: $2,000,000 Funded by U.S. Department of Labor: 5/20/2016 through 6/19/2018 The Summer Jobs and Beyond: Career Pathways for Youth-Youth Opportunity Hub opened in conjunction with the PA CareerLink® West in October of 2016. The Youth Opportunity Hub will serve 125 youth and young adults within the first year of operation. The average service duration for youth at the Hub will last approximately 12 months or longer, depending on their work experience, literacy levels and ability to secure post-secondary placement or unsubsidized employment. This Department of Labor grant ends June 19, 2018 with the expectation that 250 youth, in- and out-of-school will be served with the creation of a replicable and seamless integrated service model with the adult system providers. Youth participants completed summer paid work experiences and continue to make connections to year-round opportunities. To learn more or connect with Hub programming, visit the website: https://www.pyninc.org/hub.

Outcomes to date: • Currently one hundred and fifty-nine (159) youth enrolled in the Youth and Young Adult Opportunity Hub o One hundred and fifteen (115) in-school youth o Forty-four out-of-school youth • One hundred and eleven (111) total paid work experience opportunities offered for sixty-two (62) unique individuals o Four job shadowing opportunities o Seventy-four (74) career exposure opportunities o Thirty-three (33) internship opportunities • Twenty-five (25) employers engaged

114 Southeastern Pennsylvania Defense Transition Initiative $260,000 (Department of Defense Office of Economic Adjustment through Pennsylvania Department of Economic Development) Funded by PA DCED: 05/1/2017 through 4/30/2018

The Southeastern Pennsylvania Defense Transition Initiative is a collaborative regional partnership designed to assist companies in the Department of Defense supply chain whose business has been impacted by recent budget cuts. Through a targeted set of activities, the initiative has provided Defense suppliers comprehensive customized business services to aid in commercialization, expanded markets and diversification. Services may include an assessment of their current state and then a voucher for up to $15,000 for diversification plans, marketing plans, website upgrades, operational expansions, commercialization consulting, workforce services and production consulting. This grant is managed by Philadelphia Works and sub- recipient partners to serve defense suppliers in the eight-county region of Southeastern Pennsylvania and the Lehigh Valley (Berks, Bucks, Chester, Delaware, Lehigh, Northampton, Montgomery, Philadelphia).

Retail Grant: $799,460 Walmart Foundation through Chicago Cook County Workforce Partnership: 4/1/2016 – 3/31/2018

Philadelphia Works has received nearly $800,000 over two years from the Walmart Foundation and Chicago Cook County Workforce Partnership’s investment in creating pathways and opportunity in the retail sector. The Reimagine Retail Philadelphia grant provides support to employers for training, credentialing and upskilling courses for career-seekers, and the establishment of an employer advisory council. Employers involved in the grant have been able to utilize flexible training dollars to offer On-the-Job training for new hires, provide valuable training in leadership skills, systems training, and cross training for current employees, and customized trainings for cohorts of new workers, which have led to increased skills and higher wages in the workforce. In the last week of August, we graduated our first cohort of customers in the National Retail Federation’s Retail Industry Fundamentals Credential, in partnership with Lutheran Settlement House and Philadelphia Youth Network at PA CareerLink® West. We are also collaborating with Philadelphia Youth Network, who is the recipient of an Aspen Institute grant focused that is exploring how the retail sector can improve job quality, create pathways for worker advancement opportunities, and increase employee engagement, productivity, and retention.

In the second year, we anticipate serving 325 customers, including 30 incumbent workers, 25 new hires through OJTs, and 150 through direct placements.

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2016 Strategic Innovation Grant with Rhodes Industries: $214,686 Funded by PA Labor & Industry: 7/1/2016 through 6/30/2018

This grant sets out to develop an innovative pipeline and apprenticeship career pathway to address the talent needs of Rhoads and other small and medium sized manufacturing firms in the Philadelphia region in coordination with the International Brotherhood of Boilermakers, Iron Shipbuilders, Blacksmiths, Forgers, AFL CIO, Local 19 and the Millwright and Machinery Erectors, Local Union 1906 (United Brotherhood of Carpenters and Joiners of America).

Outcomes to date: . - Organized site tour of Rhoads facilities for CareerLink staff and career and technical education (CTE) partners to provide detailed overview of the project as well as the environment/requirements on this new pipeline opportunity. - Began the development of assessment tools and processes to identify and rate candidates for eligibility - First training event scheduled for May 8th by the Chief Human Resource Officer for Rhoads Industries. - Identified ten (10) individuals for participation in first test welding training event to be scheduled - Drafted versions Joint Apprenticeship Training Program (Pre-Appreciation/Apprenticeship requirements) - Coordinated with integral, specialized staff on requirements and solicited specialized details in their specific area of expertise o Specified recruitment & application screening process for the pre-apprenticeship program o Began to outline the core curriculum of the pre-apprenticeship program o Entry requirements for apprenticeship program - Review entry level requirements for core knowledge, skills and competencies through pre-apprenticeship program - Developed knowledge, skills and competency requirements for step 1 training for new entrants identified as third-class laborer including 24 hours of related technical education and on the job training - Review all requirements with Chief Human Resource Officer, safety team and subject matter expert.

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Thank you to all the staff who contributed to the production of this book.

Thank you to our administrative and service delivery partners:

Youth services are administered by the Philadelphia Youth Network.

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

For a current listing of PA CareerLink® Philadelphia locations, please visit http://www.pacareerlinkphl.org/contact/