Workshop: ETA 9134 (Part 2) Section D.1.—Quarterly Narrative

1. Accountability and Grants Management: Connecting the Dots Workshop: ETA 9134 (Part 2) Section D.1.—Quarterly Narrative U.S. Department of Labor, ETA, Region 4 Discretionary Grantee Training Conference March 1-2, 2011

2. Objectives Review/Explain the components of the quarterly narrative (Section D.1. of the ETA 9134) Terminology Reporting Expectations Common Issues

3. ETA 9134 / Section D.1. • Summary of Grant Activities • Status Update on Leveraged Resources • Status Update on Strategic Partnership Activities • Timeline for Grant Activities/Deliverables • Capacity Building Activities • Key Issues and Technical Assistance Needs • Best Practices and Lessons Learned • Common Measures • Additional Information

4. Section D.1. and “Tabs” Some subsections also have separate “Tabs” in the on-line reporting system Leveraged Resources Capacity Building Common Measures 4

5. Section D.1.A.Summary of Grant Activities Capacity building and training activities supported by the grant for the current quarter, highlighting key activities Similar to Executive Summary < 1 page per reporting instructions Details provided _______________ Issues –Unnecessary information, information here that’s required in another section (and not included there) 5

6. Section D.1.B.Status Update on Leveraged Resources This section should explain/clarify what was reported under the Leveraged Resources tab; the detail goes here The data reported should be “consistent” with what’s reported on the 9130 (financial) Paragraph form okay but using a chart is recommended to ensure complete information WHO contributed, AMOUNT (quarterly and cumulative); TYPE (federal/non-federal, cash/in-kind); HOW USED (activities, supplies, space) 6

7. Section D.1.B.Status Update on Leveraged Resources (2) Grantees need to say something in this section Issues – Inconsistent information between Section D.1.B. and Leveraged Resources “tab”; information hard to follow (e.g., not in chart form) 7

8. Section D.1.C.Status Update on Strategic Partnerships What to include: How partners were engaged during the quarter (e.g., specific roles, contributions) Challenges encountered/resolved New partners brought in What not to include: Meeting minutes; verbiage indicating status quo; capacity building information (Issues) 8

9. Section D.1.D.Timeline for Grant Activities/Deliverables Two Components Capacity Building and Training Grant Products and Deliverables Expectation: ALL major program activities – both capacity building and training – for the entire life of the grant, updated each quarter and the status of grant products 9

10. Section D.1.D.Timeline for Grant Activities/Deliverables (2) For Grant Activities (Capacity Building and Training)…. include Specific Activity (CB or Trng); Break out progress to date by quarter; Projected date of completion (update as necessary and note if completed); chart recommended For Grant Deliverables (Products) …. include Updated description; Anticipated delivery date; Percentage of completion; Notes/concerns regarding status Product Reference Guide available the beginning of each quarter in EBSS 10

11. Section D.1.D.Timeline for Grant Activities/Deliverables (3) Issues – Activities/Products expected to be completed but were not – no clarification provided in some cases Presentation of the information sometimes confusing (e.g., no dates) 11

12. Section D.1.E.Capacity Building Activities NOTE: There is a Capacity Building section in the narrative and a Capacity Building “tab” in the reporting system Information in D.1.E. = Information in CB Tab Status of CB activities and strategies, including deliverables, highlighting those completed or percentage complete • Instructors; • Students; and • Other People 12

13. Section D.1.E.Capacity Building Activities (2) Capacity Building Tab* Instructors (e.g., number who contributed to development of grant-funded curriculum) Students (e.g., number who attended a course taught by an instructor who contributed to the development of the curriculum) Other People (e.g., number attending a recruitment seminar) “Students” and ”Other People” are not necessarily participants 13 *Participation should include verifiable measures of participation

14. Section D.1.F.Key Issues and Technical Assistance Needs Key Issues = TA Needs For Key Issues – Summarize issues, challenges, resolution of previous issues (e.g., pertaining to recruitment, staff turnover) or say nothing to report For Technical Assistance Needs – Opportunity to request assistance (e.g., guidance working with a partner, access to information) or say nothing to report Issues – Info in other sections only 14

15. Section D.1.G.Best Practices and Lessons Learned This section represents an opportunity to do two separate things Describe promising practices, approaches and lessons learned, and Include participant success stories (with express permission from individual) Issues – Info not updated and “issues” located here versus previous section 15

16. Section D.1.H.Common Measures There are only 3 possibilities: Provide exiter information with four required data elements to ETA and ETA calculates common measures (using Common Measures “tab”) Calculate adult common measures and provide info to ETA in this section (either based on wage records or supplemental data) Combination 16

17. Section D.1.I.Additional Information All the good stuff that doesn’t fit anywhere else… put here! (include info clarifying what’s reported elsewhere, other outcomes, other info to share (e.g., evaluations)) Issues – Underutilized (e.g., could have used this section to report “no students began training because this quarter falls in the middle of the fall semester”) Information in other sections should have gone here (e.g., “Two individuals did not disclose race so there is a discrepancy in Section B of the 9134”) 17

18. Section D.1.I.Additional Information (2) Fifth Round CBJTs have additional information to report here: Type of degree, certificate, credential (for those receiving a degree) Of those who complete and enter employment, the number still employed in 1st and 2nd quarters after placement Supportive services (what, how, impact) 18

19. Accountability & Grants Management: Connecting the Dots THANKS! U.S. Department of Labor, ETA, Region 4 Discretionary Grantee Training Conference March 1-2, 2011