1 Reemployment and Eligibility Assessment Day II Training REA Program Design, Procedures, Forms and...

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Reemployment and Eligibility Reemployment and Eligibility

AssessmentAssessment Day II Training Day II Training REA Program Design, REA Program Design,

Procedures, Forms and Data Procedures, Forms and Data Entry RequirementsEntry Requirements12/3/09 Albany: Mary Kelly, Mary Blais and 12/3/09 Albany: Mary Kelly, Mary Blais and

Vicki MocklerVicki Mockler12/8/09 Flushing: Mary Kelly12/8/09 Flushing: Mary Kelly

12/9/09 Peekskill: Mary Blais and Vicki Mockler12/9/09 Peekskill: Mary Blais and Vicki Mockler12/10/09 Utica: Mary Kelly and Vicki Mockler12/10/09 Utica: Mary Kelly and Vicki Mockler

12/11/09 Rochester: Mary Blais and Vicki 12/11/09 Rochester: Mary Blais and Vicki MocklerMockler

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REAREA Day II TrainingDay II Training AGENDAAGENDA

I.I. REA Grant BackgroundREA Grant Background

II.II. REA Program Design Overview and REA Program Design Overview and Review of REA Customer FlowReview of REA Customer Flow

III.III. Review of REA Required Elements Review of REA Required Elements and related REA Specific Formsand related REA Specific Forms

IV.IV. Required OSOS REA Data EntryRequired OSOS REA Data Entry

V.V. Identifying/Reporting UI Issues Identifying/Reporting UI Issues (Examples)(Examples)

VI.VI. Use of REOS for REA ProgramUse of REOS for REA Program

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REA Grant BackgroundREA Grant Background NYS initially funded in FY 2005 for NYS initially funded in FY 2005 for

Oneida/Herkimer/Madison (OHM) LWIA Oneida/Herkimer/Madison (OHM) LWIA OHM grant continued each year OHM grant continued each year OHM grant provided funding for 7 to 8 OHM grant provided funding for 7 to 8

staff annually and served approximately staff annually and served approximately 3,000 participants per year3,000 participants per year

Under OHM model, all work search Under OHM model, all work search required UI claimants were REA required UI claimants were REA participants (not based on profile score, participants (not based on profile score, no random selection)no random selection)

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REA Grant BackgroundREA Grant Background

OHM program designed prior to USDOL OHM program designed prior to USDOL issued REA reporting requirementsissued REA reporting requirements

OHM design compared OHM REA participant OHM design compared OHM REA participant duration rates to other comparable local duration rates to other comparable local areas non-REA participant duration ratesareas non-REA participant duration rates OHM results exceeded original goal of reducing OHM results exceeded original goal of reducing

duration by 1 week on average (closer to 1.5 to 2 duration by 1 week on average (closer to 1.5 to 2 weeks average duration reduction)weeks average duration reduction)

NYS submitted grant application to expand NYS submitted grant application to expand OHM model statewide for several years but OHM model statewide for several years but were unsuccessfulwere unsuccessful

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REA Grant BackgroundREA Grant Background In FY2009, NYS was awarded an In FY2009, NYS was awarded an

additional $3,892,177 to expand REA to additional $3,892,177 to expand REA to other local areas across the State other local areas across the State

Funding supports 66 REA staff in Funding supports 66 REA staff in addition to OHM programaddition to OHM program

New REA program model based on New REA program model based on OHM pilot but has significant OHM pilot but has significant differencesdifferences

Effective 12/4/09 New REA program Effective 12/4/09 New REA program will be implemented – including in OHMwill be implemented – including in OHM

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REA Grant BackgroundREA Grant BackgroundMajor Difference: Major Difference:

USDOL required “Random” Assignment method in USDOL required “Random” Assignment method in order to validate performance resultsorder to validate performance results

OHM ModelOHM Model New REA ProgramNew REA ProgramNo “Selection”No “Selection”

ProcessProcessRandom SelectionRandom Selection

REA participation not REA participation not based on profiling scorebased on profiling score

REA participantsREA participants

Limited to those with Profiling Limited to those with Profiling scores in range 1 to 45scores in range 1 to 45

REA Offices compared to REA Offices compared to non-REA Offices resultsnon-REA Offices results

REA participants compared to REA participants compared to control group of non-REA within control group of non-REA within same officesame office

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Statewide REA Program Statewide REA Program OverviewOverview

Targets Individuals profiled 1 to 45:Targets Individuals profiled 1 to 45: Assumed least likely to exhaust (Assumed least likely to exhaust (assume assume

also most ready to return to work)also most ready to return to work) Lessen impact of random sampling Lessen impact of random sampling (of (of

those not selected as REA participants, those not selected as REA participants, many were not being served currently: i.e.. many were not being served currently: i.e.. 1 to 30 profiled)1 to 30 profiled)

Random Selection of REA participants Random Selection of REA participants vs. control group – takes place at time vs. control group – takes place at time of weekly REOS scheduling processof weekly REOS scheduling process

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Office# of

Claimants % REAAdditional

Staff

Binghamton 1,600 60% 5.0

Albany 2,000 60% 6.0

Auburn 900 60% 3.0

Cortland 800 60% 2.0

Yonkers 2,000 60% 6.0

Malone 300 60% 1.0

Hudson 1,000 50% 2.0

Geneva 1,100 60% 3.0

Lyons 1,000 60% 3.0

Amsterdam/Gloversville/Cobleskill 1,800 50% 4.0

Batavia 600 60% 2.0

Rochester 1,000 60% 3.0

Flushing, Queens 2,500 60% 7.0

Syracuse 3,000 50% 7.0

Middletown 1,600 50% 4.0

Newburgh 1,800 50% 4.0

Monticello 1,500 60% 4.0

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From all individuals profiled 1 to 45:From all individuals profiled 1 to 45: Randomly select either 50% or 60% as REA Randomly select either 50% or 60% as REA

participants and schedule for Appointment participants and schedule for Appointment Purpose of Purpose of REA Grant Only: Initial REA REA Grant Only: Initial REA InterviewInterview

Should be scheduled for Initial REA as 1Should be scheduled for Initial REA as 1stst AppointmentAppointment

Initial REA Interview should incorporate Initial REA Interview should incorporate the required Initial Assessment (IA) and the required Initial Assessment (IA) and meet the requirements of the general meet the requirements of the general Assessment TA and the IA Assessment TA and the IA incentive/sanction measure incentive/sanction measure

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Scheduling Initial REA Interview Scheduling Initial REA Interview Appointment Purpose automates:Appointment Purpose automates: New New REOS StatusREOS Status Check Box Check Box OSOS Activity Entry: OSOS Activity Entry: REA EnrollmentREA Enrollment

Recording Attendance at the Initial Recording Attendance at the Initial REA Interview automates an OSOS REA Interview automates an OSOS Activity entry for Activity entry for Assessment Assessment Interview, Initial AssessmentInterview, Initial Assessment Staff must manually record IA results Staff must manually record IA results

comment in OSOScomment in OSOS

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Once randomly selected and Once randomly selected and scheduled for Initial REA Interview – scheduled for Initial REA Interview – individual is a REA Participant individual is a REA Participant whether or not they attend and whether or not they attend and regardless of later assessment regardless of later assessment results (can not be changed)results (can not be changed)

REA Participant selection can not be REA Participant selection can not be changed at later timechanged at later time

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REA Participants continue until exhaust REA Participants continue until exhaust Regular UI benefits and/or BYE ends Regular UI benefits and/or BYE ends Individual should only be scheduled for one Initial Individual should only be scheduled for one Initial

REA Interview during a Benefit Year. If they have a REA Interview during a Benefit Year. If they have a break in claim and begin actively certifying again break in claim and begin actively certifying again later, schedule them for a Follow-up REA.later, schedule them for a Follow-up REA.

REA performance measured after regular REA performance measured after regular UI does not include EUC or EB benefitsUI does not include EUC or EB benefits NYS UI Certification at Exit Performance NYS UI Certification at Exit Performance

incentive/sanction does include EUC and EB incentive/sanction does include EUC and EB benefits. LWIA will need to continue serving them or benefits. LWIA will need to continue serving them or impact that measure – however, no longer required impact that measure – however, no longer required to participate in REA specific program activities to participate in REA specific program activities after exhaustion of regular UI benefits.after exhaustion of regular UI benefits.

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Those profiled 1 to 45 Those profiled 1 to 45 notnot randomly randomly selected as REA participant become selected as REA participant become the control group:the control group: Send an letter only to inform them of Send an letter only to inform them of

One Stop Services available (do not One Stop Services available (do not schedule for in-person appointment)schedule for in-person appointment)

Do not record OSOS activityDo not record OSOS activity Do not need to record any OSOS Do not need to record any OSOS

commentcomment

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Those that FTR to a REA Initial Interview Those that FTR to a REA Initial Interview appointment should be rescheduled thru REOS for appointment should be rescheduled thru REOS for a a REA Grant Only: Rescheduled Initial REA Grant Only: Rescheduled Initial InterviewInterview Appointment. Appointment. Use of this appointment purpose is required for federal Use of this appointment purpose is required for federal

reporting purposesreporting purposes Recording Attendance in REOS for this appointment Recording Attendance in REOS for this appointment

purpose will purpose will automate an OSOS activity entry of automate an OSOS activity entry of Assessment Interview, Initial AssessmentAssessment Interview, Initial Assessment (staff must (staff must still add required IA comment manually in OSOS). still add required IA comment manually in OSOS).

REA program participants are subject to same FTR REA program participants are subject to same FTR policy as all UI claimants – 1policy as all UI claimants – 1stst FTR is rescheduled, FTR is rescheduled, and 2and 2ndnd/subsequent FTR puts hold on benefits/subsequent FTR puts hold on benefits

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Initial Interview – Assume 1 hour averageInitial Interview – Assume 1 hour average After Initial REA Interview: After Initial REA Interview:

Regularly scheduled Regularly scheduled REA Grant Only: Follow-REA Grant Only: Follow-up REA Interview up REA Interview appointments scheduledappointments scheduled

MinimallyMinimally every 2 weeks for at least 2 every 2 weeks for at least 2ndnd and 3 and 3rdrd REA REA Interview (if possible may want to schedule 2Interview (if possible may want to schedule 2ndnd REA in REA in 1 week following 11 week following 1stst).).

Following 3Following 3rdrd REA Interview, frequency can be REA Interview, frequency can be modified to once a month based on staff’s judgment modified to once a month based on staff’s judgment by individualby individual

Following 4Following 4thth REA, REA interview format can be REA, REA interview format can be changed to group activity rather than one on one changed to group activity rather than one on one based on staff’s judgment by individualbased on staff’s judgment by individual

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Use Use REA Grant Only: Follow-up REA REA Grant Only: Follow-up REA Interview Interview appointment purpose for all appointment purpose for all REA Interviews after the Initial REA REA Interviews after the Initial REA InterviewInterview

Use Use REA Grant Only: Rescheduled REA Grant Only: Rescheduled Follow-up REA InterviewFollow-up REA Interview Appointment Appointment for those that FTR to a for those that FTR to a REA Grant Only: REA Grant Only: Follow-up REA Interview Follow-up REA Interview appointment appointment

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REA Required ElementsREA Required Elements

Each REA Interview Includes the Each REA Interview Includes the Following Federally Required Elements:Following Federally Required Elements:

Review of Continued UI Eligibility and Review of Continued UI Eligibility and Referral of Potential UI issues to AdjudicationReferral of Potential UI issues to Adjudication Provision of Labor Market InformationProvision of Labor Market Information Work Search Plan Development and/or Work Search Plan Development and/or Review of work search efforts against planReview of work search efforts against plan ReferralsReferrals

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REA Required ElementsREA Required Elements

NYS REA Program Design expands NYS REA Program Design expands on federal required elements to on federal required elements to coordinate with other DEWs coordinate with other DEWs priorities/policies, including:priorities/policies, including:

Incorporates NYS Initial Assessment Incorporates NYS Initial Assessment policy as component of Initial REA policy as component of Initial REA AppointmentAppointment Includes SMART 2010 as requirement Includes SMART 2010 as requirement for all REA participantsfor all REA participants

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REA Required ElementsREA Required Elements Includes use of Job Zone “Journal” Includes use of Job Zone “Journal” feature as method of maintaining and feature as method of maintaining and monitoring work search effortsmonitoring work search efforts Broadens Work Search Plan and Broadens Work Search Plan and Work Search Review to go beyond just Work Search Review to go beyond just contacts to Employers: also includes contacts to Employers: also includes plan and review of next step service plan and review of next step service recommendationsrecommendations Includes recommendation that all Includes recommendation that all REA participants be scheduled for Job REA participants be scheduled for Job Search Workshop (at or around time of Search Workshop (at or around time of 22ndnd REA) REA)

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Let’s Review the REA Project Design Let’s Review the REA Project Design Flow Chart in Your Training material Flow Chart in Your Training material packetpacket

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REA Specific FormsREA Specific Forms

Draft New REA Forms in Your Draft New REA Forms in Your Packet:Packet: These are in Draft – your feedback These are in Draft – your feedback will be considered for finalwill be considered for final Will be provided as ‘fillable’ Will be provided as ‘fillable’ format when finalformat when final Plan to provide final for Initial Plan to provide final for Initial REA Appointments scheduled for REA Appointments scheduled for week of 12/14week of 12/14

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We will Review each form in We will Review each form in general and then provide case general and then provide case study example using forms in study example using forms in practice.practice. REA UI Eligibility QuestionnaireREA UI Eligibility Questionnaire REA Work Search Agreement REA Work Search Agreement and Next Step Service Plan (WSA and Next Step Service Plan (WSA NSSP)NSSP)

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REA Work Search Agreement and Next REA Work Search Agreement and Next Step Service Plan (WSA NSSP)Step Service Plan (WSA NSSP) Part A: Work Search Agreement (WSA)Part A: Work Search Agreement (WSA) Part B: Next Step Service Plan (NSSP)Part B: Next Step Service Plan (NSSP)

NSSP for Initial REANSSP for Initial REA NSSP for Follow-up REAsNSSP for Follow-up REAs

Certifications/Signature that include Certifications/Signature that include overall sign-off on whole WSA NSSP – overall sign-off on whole WSA NSSP – Parts A and BParts A and B

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UI Eligibility UI Eligibility QuestionnaireQuestionnaire

Hours/Days/ShiftHours/Days/Shift Distance Willing to Distance Willing to

Travel/TransportationTravel/Transportation SalarySalary Self EmploymentSelf Employment Working Without PayWorking Without Pay In SchoolIn School Disability/Workers CompDisability/Workers Comp

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Scenario #1Scenario #1

Joe Jones was a fulltime forklift operator working 2Joe Jones was a fulltime forklift operator working 2ndnd shift at a local distribution center. He worked there 5 shift at a local distribution center. He worked there 5 years before being permanently laid off due to a lack years before being permanently laid off due to a lack of work. At the time he was separated from of work. At the time he was separated from employment he was making $12.50/hr. At his first employment he was making $12.50/hr. At his first meeting with you he indicates the following:meeting with you he indicates the following:

He is only willing to take a first shift position.He is only willing to take a first shift position. He is seeking work as a construction laborer.He is seeking work as a construction laborer. He is willing to travel 5 miles due to the price of He is willing to travel 5 miles due to the price of

gasoline.gasoline. He is considering starting his own business.He is considering starting his own business. He is thinking about taking a course at night.He is thinking about taking a course at night.

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Susie Smith was last employed as a cashier at a Susie Smith was last employed as a cashier at a local grocery store earning $8.00/hr. She lost her local grocery store earning $8.00/hr. She lost her job when the store closed. At your first meeting she job when the store closed. At your first meeting she indicates the following:indicates the following:

She is only seeking part time work.She is only seeking part time work. The lowest wage she will accept is $8.50/hr.The lowest wage she will accept is $8.50/hr. She is available on Mondays, Tuesdays, Fridays and She is available on Mondays, Tuesdays, Fridays and

Sundays.Sundays. She cannot work on Saturdays as she helps out in She cannot work on Saturdays as she helps out in

her parents store for no pay.her parents store for no pay.

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Jimmy Mack was hurt on his job as a construction Jimmy Mack was hurt on his job as a construction laborer. He is receiving partial workers compensation. laborer. He is receiving partial workers compensation. His doctor has released him to work with restrictions. His doctor has released him to work with restrictions. At your interview, he indicates the following:At your interview, he indicates the following:

He is unsure of what type of work he can physically do.He is unsure of what type of work he can physically do. He has not been conducting a work search.He has not been conducting a work search. He has not been in touch with his previous employer He has not been in touch with his previous employer

since being released to work.since being released to work. He has a DBA ‘Mack’s Home Improvement’.He has a DBA ‘Mack’s Home Improvement’. He is considering going back to school for a career He is considering going back to school for a career

change.change.

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Required OSOS REA Data Required OSOS REA Data EntryEntry

Only REA Specific OSOS Entry is Only REA Specific OSOS Entry is REA EnrollmentREA Enrollment which is which is automated from REOS scheduling of automated from REOS scheduling of

See Handout on crosswalk of REA See Handout on crosswalk of REA Appointments to OSOS Activity Appointments to OSOS Activity EntriesEntries

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