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    www.spra.com

    WIA and TAACo-enrollment Pilot

    Project: Project Overviewand Promising Practices

    July 2008

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    1. Do TAA participant outcomes improve

    with wrap-around services affordedthrough co-enrollment?--Assessment

    --Supportive services--Placement assistance

    --Follow-up services

    2. Myth or Reality?Co-enrollment depresses WIA DislocatedWorker performance outcomes.

    Key Research Questions

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    Explaining TAA Performance Gap

    Servic es & Trigger for ExitWrap-around services much less

    common in TAA

    Who is Served and Where

    Accounts for at best a smallpart of the difference

    Measurement Issues

    Can be important (e.g., use of WRISand supplemental data, etc.)

    Emphasis on Performanc eSubstantial em phasis in WIA butmuc h less so in TAA

    WIA DW TAA

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    Conditions of the Pilot

    100% Co-enrollment of TAA participants,

    including:New and existing TAA customers

    TAA customers in training and onwaivers

    Hold harmless provisions protect

    participating states No additional funds provided for the project

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    Participating States and Sites Visited

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    Process study

    Implementation assistance

    Overview of the Evaluation

    Impact study

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    Impact Study

    Estimate impact of co-enrollment of TAAparticipants in WIA DW. Initially planned to use

    difference-in-difference design Modified because most pilot states did not reach 100

    percent coenrollment Estimate effect of coenrollment rates over time in pilot

    and non-pilot states Impact period: April December 2006 Outcome data will be available by:

    September 2007 - 1st

    quarter after exit outcomes for allexiters March 2008 - 3rd quarter after exit outcomes for all

    exiters

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    Implementation Assistance

    In order to help states reach full co-

    enrollment, we offered assistance. Established a project website with a tutorial

    and frequently asked questions

    All states were provided phone-basedassistance

    Half the states accepted offer of on-sitetraining for state and/or LWIA staff

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    Process Study

    Designed to support impact analysis by

    examining how states and localsimplemented the pilot

    Two rounds of site visits

    3 local sites per state

    Interviews with ES, TAA, WIA, OS partners

    Key question: how did services change forcustomers who were co-enrolled, or, whatdifference did co-enrollment really make?

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    Coenrollment Rates Over Time

    0%

    20%

    40%

    60%

    80%

    100%

    Jan-

    04

    Apr

    -04

    Jul-0

    4

    Oct

    -04

    Jan-

    05

    Apr

    -05

    Jul-0

    5

    Oct

    -05

    Jan-

    06

    Apr

    -06

    Jul-0

    6

    Oct

    -06

    Jan-

    07

    Apr

    -07

    Jul-0

    7

    Oct

    -07

    Illinois Kentuc ky Missouri Pennsylva nia Texa s NonPilot

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    Coenrollment by TAA Type among

    those Exiting During Pilot Period

    0%

    10%

    20%

    30%

    40%

    50%

    60%

    70%

    80%

    90%

    100%

    Illinois Kentucky Missouri Pennsylvania Texas NonPilot

    Trainees TRA Waiver

    N/A

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    Outcomes in the DW Program

    Performance

    Measure/Period

    Non-Pilot

    States IL KY MO PA TX

    EER

    2004 83.1% 82.8% 70.5% 94.3% 80.5% 83.5%

    2005 77.6 86.0 84.6 89.9 80.9 80.5

    2006 72.9 85.1 85.6 90.0 80.3 82.8

    Retention

    2004 77.1 89.7 74.6 87.2 89.9 90.7

    2005 85.7 91.1 89.6 90.6 88.7 87.1

    2006 84.5 89.1 62.8 89.4 87.1 90.3

    Earnings

    2004 $14,261 $15,234 $9,927 $12,492 $12,891 $14,550

    2005 $14,132 $15,036 $9,730 $13,353 $13,054 $14,308

    2006 $13,312 $15,726 $8,630 $14,692 $13,930 $14,941

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    Outcomes in the TAA Program

    Performance

    Measure/Period

    Non-Pilot

    States IL KY MO PA TX

    EER

    2004 70.4% 76.3% 76.1% 73.3% 75.0% 79.2%

    2005 70.1 82.5 65.3 77.5 82.4 74.9

    2006 69.2 81.6 82.6 75.5 81.2 78.3

    Retention

    2004 89.2 92.1 64.3 92.0 91.5 90.1

    2005 87.4 92.4 81.2 92.0 92.9 90.0

    2006 89.0 91.2 90.3 85.6 93.0 92.5

    Earnings

    2004 $13,245 $14,069 $10,088 $9,803 $13,464 $12,627

    2005 $13,619 $11,421 $12,242 $10,965 $13,587 $13,305

    2006 $13,981 $12,940 $11,347 $13,641 $14,240 $13,949

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    Key Impact Analysis Findings

    Coenrollment rates have no effect on

    outcomes in the WIA Dislocated Workerprogram

    Coenrolling has significant positive effects on

    EER and retention calculations on TAAparticipants

    This does not appear to be due to selectivity biasfor EER, but may be due to selectivity for retention

    Coenrolling had no clear effect on earningsfor TAA participants

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    Key Site Visit Findings

    Most beneficial aspects of coenrollment are:

    Rigorous assessment, LMI, up-frontcounseling for training-related decisions

    Additional support during training, especially

    supportive services (rather than casemanagement)

    Placement and follow-up services after

    training has ended Requirement to select from the ETPL

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    Key Site Visit Findings

    Implementing universal coenrollment requires

    significant resources, strategies andguidance to promote greater coordination

    Managing TAA coenrollees is much easier

    (and better for customers and staff) with anintegrated MIS

    When TAA volume is high, WIA staff time and

    resources may be stretched, reducing theeffectiveness of coenrollment

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    Promising Practices

    Texas and Pennsylvania have providedextensive formal guidance to local areas:

    PAs Guidance on IntegratingServices Under the Trade ActPrograms

    TXs Integration of Trade Services forDislocated Workers: A ComprehensiveGuide

    Formal Guidance on Coenrollment &

    Integration

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    Promising Practices

    PennsylvaniaTAA Coordinator lead ongoing sessions on the

    TAA program several times a year and open to

    staff from all partner agencies, including WIA Facilitates program integration Provides an opportunity to learn about the TAA

    program with staff from many different agencies and

    from various One-Stop offices across the state Sessions kept small (approximately 30 people) to

    encourage participation and interaction

    Staff Cross-training

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    Promising Practices

    Texas Workforce Commission

    Developed integrated MIS system, TWIST,

    for WIA, ES, and TAA programs Integrated MIS facilitates coordination

    between programs

    Integrated MIS

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    Promising Practices

    MIS Guidance

    Purchase/Pennyrile LWIA,Hopkinsville, KY

    Developed a comprehensive

    program manual to provideguidance to staff on everystage of customer participation

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    Promising Practices

    Pennsylvania

    State MIS produces customizable coenrollmentreports

    Lehigh Valley and Fayette County produce theirown reports with Excel and Access

    TENCO, Maysville, Kentucky

    MIS manager regularly reviews performancereports and predicts performance based onsupplemental data

    Performance Management

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    Promising Practices

    Purchase/Pennyrile LWIA, Hopkinsville, KY

    Offers joint Training Reemployment and Careers

    orientation sessions for WIA and TAA prior to thecertification of a trade petition.

    Early orientation sessions enable customers to

    obtain WIA services right away and speeds TAAapplication approval and, ultimately, services aftera petition is certified.

    Enrollment & Orientation

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    Promising Practices

    Pennsylvania

    Developed standardEnrollment-Assessment-Waiver process andchecklist to assist localareas in integrating WIA

    and TAA Local areas encouraged

    to customize

    Enrollment & Assessment

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    Promising Practices

    Lehigh Valley LWIA, LehighValley, PA

    Purchase/Pennyrile LWIA,

    Hopkinsville, KY

    Developed customer flowcharts that provide a step-by-

    step guide to the integratedWIA and TAA enrollmentprocesses

    Service Flow

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    Promising Practices

    Westmoreland & Fayette LWIA,Fayette County, PA

    Provides checklists for customersand case managers to completeduring the coenrollment process

    Customer checklist includes aTraining Research Guide to assistcustomers in selecting an

    appropriate training provider

    Service Flow

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    Promising Practices

    TENCO LWIA, Maysville, KY

    LWIA #19 in Decatur, IL

    Formed committees made up of counselors,case managers, employment specialists,and follow-up-specialists to review andapprove participant training plans

    Training Plan Approval

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    Contact Us

    For Comments or Further Information

    Melissa MackProject Manager and Social ScientistSocial Policy Research Associates

    510-763-1499 [email protected]