The Departments of Labor and Education have issued a variety of guidance, webinars, and training documents regarding the WIOA Common Performance Accountability System. WINTAC will continue to update this resource section as pertinent information becomes available to help State Vocational Rehabilitation Agencies implement the new common performance measures within their systems.
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Click each topic for more information:
- WINTAC CPM Resources
- RSA-911 Reporting and CPM Resources
- Department of Labor CPM Resources
- Joint Guidance on CPM for Core Partners
CPM Checklist for State VR Agencies
The WINTAC has developed a checklist for SVRA administrators to assess their progress on CPM implementation. The checklist, Are you ready for CPM implementation, is a guide outlining steps agencies may need to take for full implementation of the Common Performance Measures. Also available as a Word document.
SVRA Reporting Deadlines
The WINTAC has developed a resource table, SVRA Reporting Deadlines, listing the required reports for State VR Agencies. This table includes the report name, reporting frequency, and detailed description of the report. SVRA Reporting Deadlines is also available as a Word document.
WIOA Performance Indicators - IDEA Part B Transition Performance Indicator Crosswalk
The WINTAC has developed a resource for VR and Education, WIOA Performance Indicators – IDEA Part B Transition Performance Indicator Crosswalk. The Workforce Innovation and Opportunity Act (WIOA) and Individuals with Disabilities Education Act (IDEA) require VR and Education agencies to collect data and report on results-driven outcomes. These agencies can support student outcomes and improve agency performance by understanding how they align, the potential impact on shared student data, timelines and priorities. This resource provides a crosswalk of VR and Education performance indicators.
RSA - WIOA Annual Report Demo - 7/25/2018
This Rehabilitation Services Administration technical assistance program will provide an overview of the Workforce Innovation and Opportunity Act (WIOA) annual report submission timeline, state requirements and a demonstration of the submission portal located at WIOA Statewide and local performance refport template (June 2016). The transcript and accessible presentation slides can be accessed in the NCRTM library. You can view the presentation on YouTube by visiting https://youtu.be/mzvXTsSKhL4.
If you have questions after viewing this presentation, please submit them to RSAdata@ed.gov.
911 - Reporting FAQ
The Rehabilitation Services Administration (RSA) issued a reporting manual for the Case Service Report RSA-911 in June 2016. This manual provides guidance for State Vocational Rehabilitation Agencies (SVRA) in collecting and reporting additional required data elements needed to be consistent with the performance accountability measures for the core programs of the workforce development system. As of June 14, 2017, a revised version of the Case Service Report RSA-911 manual and Policy Directive (RSA-PD-16-04) was published.
TAC 17-01: Performance Accountability Guidance for Workforce Innovation and Opportunity Act Title I, Title II, Title III and Title IV Core Programs
The Rehabilitation Services Administration (RSA) published updated revisions dated August 17, 2017 to the Technical Assistance Circular (TAC) 17-01: Performance Accountability Guidance for Workforce Innovation and Opportunity Act (WIOA) Title I, Title II, Title III and Title IV Core Programs that was originally published on December 19, 2016. This policy guidance has been issued jointly with the U.S. Department of Education’s Office of Career Technical and Adult Education and the U.S. Department of Labor’s Employment Training Administration.
The purpose of this guidance is to provide sub-regulatory guidance on the requirements set forth in WIOA, related to the implementation and operation of the performance accountability system under section 116 of WIOA and the implementation of joint regulations in 20 CFR part 677 (and 34 CFR parts 361 and 463). As explained further in this guidance, WIOA requires all States and direct grantees of the Departments to collect and report information on all the participants described in this TAC.
TAC 17-04 Joint Guidance on the Use of Supplemental Wage Information to Implement the Performance Accountability Requirements under the Workforce Innovation and Opportunity Act
The U.S Departments of Labor and Education have issued joint guidance on the Use of Supplemental Wage Information to Implement the Performance Accountability Requirements under the Workforce Innovation and Opportunity Act. This joint issuance provides sub-regulatory guidance on the requirements established by the Workforce Innovation and Opportunity Act (WIOA) and its implementing regulations regarding the use of supplemental wage information, when appropriate, to assist in carrying out the performance accountability requirements under section 116 of WIOA.
911 - Introduction to Data Collection and Reporting Requirements
The Rehabilitation Services Administration (RSA) has posted technical assistance (TA) material related to the changes and the collection and reporting of data via the Case Service Report RSA-911. The TA consists of multiple trainings, including an introduction to data collection and reporting requirements, changes to the 2017 RSA 911 reporting manual and WIOA performance accountability.
States may be particularly interested in the recent self-guided training developed by RSA. The training curriculum provides an overview of the joint guidance issued in Technical Assistance Circulars (TAC) 17-01 and 17-04. This curriculum contains seven independent modules that provide information on the key terms outlined in section 116 of the Workforce Innovation and Opportunity Act (WIOA) as well as the six performance accountability indicators: Employment 2nd Quarter after Exit, Employment 4th Quarter after Exit, Median Earnings 2nd Quarter after Exit, Credential Attainment, Measurable Skill Gains and Effectiveness of Serving Employers. It also provides an overview of supplemental wage guidance issued in TAC-17-04. States can watch the recorded YouTube videos and download the training transcript for use in staff training and knowledge development in the Common Performance Measures.
The TA materials, including the self-guided seven-module training, are posted and archived on the National Clearinghouse of Rehabilitation Training Materials (NCRTM) website: www.ncrtm.ed.gov.
RSA 2017 Monitoring and Technical Assistance Visits: Supporting Documentation Guidance
The supporting documentation described in this guidance pertains to certain key data elements in the Case Service Report (RSA-911) that Rehabilitation Services Administration (RSA) staff will review during Federal fiscal year (FFY) 2017 monitoring and technical assistance visits. The guidance will assist state vocational rehabilitation (VR) agencies in maintaining appropriate supporting documentation in individual service records. These particular data elements also are those that will be reviewed by State auditors conducting A-133 audits during the next year.
The examples of supporting documentation in these guidelines illustrate the types of documents RSA would consider to demonstrate the validity and accuracy of certain key data reported through the RSA-911. This is not an exhaustive list and there may be other documents that RSA would find provide sufficient support to verify the data.
RSA Presentations at the CSAVR Fall 2016 Conference
The Rehabilitation Services Administration (RSA), together with its federal partners in the Departments of Education and Labor, provided technical assistance on the final regulations under titles I and IV of the Workforce Innovation and Opportunity Act(WIOA) at the Council of State Administrators of Vocational Rehabilitation (CSAVR) fall conference, November 7-10, 2016.
Presentations can be found on the RSA website; however, WINTAC recommends reviewing the presentation on the Common Performance Measures: Overview and Discussion of Joint Regulations on Performance Accountability and Data.
Performance Accountability System
The U.S. Departments of Labor and Education have collaboratively issued Workforce Innovation and Opportunity Act (WIOA) provisions related to performance accountability. Through the Employment and Training Administration (ETA), Common Performance Reporting guidance has been posted. The resources available include, but are not limited to, the following:
- Participant Individual Record Layout (PIRL)
- WIOA Quarterly Report
- Periods for Reporting
- Wage Conversion Chart
- Eligible Training Provider (ETP) Definitions
- Effectiveness in Serving Employers Specs
Additional resources to assist in the understanding of how performance is measured, reported, and evaluated may be found at ETA's Performance and Results Website.
2017 WIOA National Labor Convenings' Performance Accountability Track Presentations
Workforce GPS has posted the presentations from the 2017 WIOA National Convenings. One of the tracks for the three convening meetings is Performance Accountability. RSA participated jointly in many presentations during the convenings. The Performance Accountability Track Presentations include six sessions that may be of interest to State VR Agencies:
- Understanding the Statistical Model and its Use in Negotiations
- Beyond 101-WIOA performance Accountability
- Evidence-Building Capacity: Research and Evaluation in State Workforce Agencies
- Effectiveness in Serving Employers
- (Handout) Factsheet on Serving Special Populations
Statistical Adjustment Model
During the baseline reporting years for State Vocational Rehabilitation Agencies, guidance regarding the Statistical Adjustment Model will be published by RSA. Until that time, SAM information is located at Department of Labor’s Employment and Training & Administration website. Additional information can be found (using the links above) from the 2017 WIOA National Labor Convening, Performance Accountability Track Presentations.
Guidance for Validating Jointly Required Performance Data
The Rehabilitation Services Administration (RSA) released the Technical Assistance Circular 19-01: Guidance for Validating Jointly Required Performance Data Submitted under the Workforce Innovation and Opportunity Act. This guidance, developed jointly by the U.S. Departments of Labor and Education (the Departments), provides information about the guidelines that States must use in developing procedures for ensuring the data submitted to the Departments are valid and reliable. States must develop data validation procedures consistent with these guidelines. The Departments encourage you to review the guidelines, along with the Source Document Validation Instructions included in the guidance, which provide a list of acceptable source documents States may use to validate the selected data elements
Joint Guidance on Data Matching to Facilitate WIOA Performance Reporting and Evaluation
The U.S. Departments of Labor and Education (DOL and ED, or, collectively, Departments) provided this Joint Guidance on Data Matching to Facilitate WIOA Performance Reporting and Evaluation as a resource to provide information to assist State agencies (including Vocational Rehabilitation (VR) agencies and workforce development agencies), educational agencies and institutions, and service providers in performance reporting and evaluation requirements under the Workforce Innovation and Opportunity Act (WIOA) (Pub. L. 113-128).
Under WIOA, States are required to use education information and quarterly wage records to measure performance of the six core programs and other title I programs authorized by WIOA, which raises complex issues related to data sharing and privacy. This guidance provides States with information about applicable requirements for, and procedures and options for, matching confidential Unemployment Compensation (UC) information from wage records with personal information from VR records, and personally identifiable information (PII) from education records, and for protecting the confidentiality of information contained in such records.
The partners also provided a webinar on this joint guidance during WIOA Wednesdays on Workforce GPS, which explains how educational agencies can match personally identifiable information in education records and personal information in Vocational Rehabilitation (VR) records with wage records held by the state agency responsible for administration of the state’s unemployment compensation (UC) program.
Links include archived webinars, PowerPoints and transcripts to the original training.
Workforce GPS Webinars on CPM
Departments of Labor and Education presented webinars for Performance Accountability during WIOA Wednesdays on Workforce GPS, providing stakeholders with a better understanding of the performance accountability provisions in section 116 of the Workforce Innovation and Opportunity Act (WIOA) and the accompanying regulation.
- WIOA Wednesday: Performance Accountability, Part 1
- WIOA Wednesday: Performance Accountability, Part 2
Links include archived webinars, PowerPoints and transcripts to the original training.