This document summarizes several major reports used for performance reporting and analysis of Florida's workforce system: the Governor's Job Placement Report, Monthly Management Report, Balanced Scorecard, and ETA9002 Federal Report. It describes the data sources, methodologies, metrics, frequencies, and any changes to the reports. The key information provided includes short-term vs long-term metrics, differences between reports in terms of participants counted and placements/wages measured, and updates made to automation and the Governor's report.

1. PERFORMANCE REPORTING
AND ANALYSIS UNIT
Short and Long-Term Performance Reporting
For the New Workforce System in Florida – Year 2

2. Major Reports Containing Entered
Employment/Placement Metrics
• Governor’s Job Placement Report (Governor Report – short
term)
• Monthly Management Report (RWB Report – short term)
• Balanced Score Card (State Report - long term)
• ETA9002 (WP) (Federal Report - long term)

3. Major Reports Containing Entered
Employment/Placement Metrics
• Focus will only be on the entered employment/placement
aspects of these reports
• Methodologies and data source are different and will be
explained
• Reports will be compared and contrasted

4. Governor’s Job Placement Report
Short-Term

5. Governor’s Job Placement Report
Short-Term
 Requested by the Governor circa July 2011
 Assembled through collaboration within DEO between:
 Performance Reporting and Analysis Unit (PRAU)
 Labor Market Information (LMI)
 Remployment Assistance – formerly Unemployment
Compensation (RA-UC)
 Geographic Solutions (GEOSOL)
 Distributed by Workforce Florida Inc (WFI)

6. Governor’s Job Placement Report
Short-Term
 Measured Daily and Monthly
 Employment status at participation does not matter
 Placements recorded in EFM during the month are used for
the report (codes 750 to 883)
 The individual just needs to be a participant in EFM
 Placements are recorded by actual date or date of discovery
 Placements can count from participation date up to 180 days
after exit *

7. Governor’s Daily Job Placement Report
Short-Term
• Source
• Frequency
• Calculation used in

8. Governor’s Daily Job Placement Report

9. Governor’s Daily Job Placement Report
• Provided by LMI
• Provided monthly
•Not used in any calculation

10. Governor’s Daily Job Placement Report
• Provided by LMI
• Provided monthly
•Not used in any calculation

11. Governor’s Daily Job Placement Report
• Provided by UC
• Provided weekly
• Used as denominator in column [L]

12. Governor’s Daily Job Placement Report
• Provided by Geosol (Spidered Jobs)
• Provided by EFM Data Store (Preferred Jobs)
• Provided daily
• Denominator in column [K] formula

13. Governor’s Daily Job Placement Report
• Query provided by PRAU
• Query ran by Geosol
• Provided daily
• Numerator in column [K] formula

14. Governor’s Daily Job Placement Report
• Match query ran by UC: column [I] ran
against column [G] data
• Daily run
• Numerator in column [L]

15. Governor’s Daily Job Placement Report
•Provided by PRAU (Excel sheet calc)
•Provided daily
•Column [I]/[H]

16. Governor’s Daily Job Placement Report
•Provided by PRAU (Excel Sheet Calc)
•Provided daily
•Column [J]/[G] (number of claimants placed/number of
claimants available in the week)

17. Governor’s Daily Job Placement Report
•Provided by PRAU (Excel Sheet Calc)
•Provided daily
•((K*3)+L)/4 or ((% of Placements *3)+ % of Claimant Placed)/4

18. Governor’s Daily Job Placement Report
•Rankings from previous Monthly Report
•Provided monthly

19. Governor’s Monthly Job Placement Report
Short-Term
• Source
• Frequency
• Calculation used in

20. Governor’s Monthly Job Placement Report

21. Governor’s Monthly Job Placement Report
• Openings for the month

22. Governor’s Monthly Job Placement Report
• Placements for the Month

23. Governor’s Monthly Job Placement Report
• Claimants Placed In The Month

24. Governor’s Monthly Job Placement Report
• Proportionately Larger Rates and Weights

25. Governor’s Monthly Job Placement Report
Rankings for current month are here
•Rankings from previous Monthly Report
•Provided monthly

26. Monthly Management Report
Short-Term

27. Monthly Management Report
Short-Term
 The individual must go 90 days without a reportable
service in any partner program. This includes WIA and
TAA
 Placements are captured in 2 ways:
 Individual has a placement recorded against them via
result of a referral to a job order ( 750 to 879) OR
obtainted employment (880 to 881).
 For a new hire hit, the individual must have had at least
one reportable services AND has gone 90 days without a
reportable service AND has a new hire match within 90
days of their exit

28. Monthly Management Report
Short-Term
 The individual must have a status at participation as
[unemployed or received notification of lay-off]
 This report is produced monthly

29. Monthly Management Report
Short-Term
 It is for RWB use only
 Modifications are made every program year by a broad
consensus on EFM Data Store Calls
 RWBs also have the ability to run most of the reports
monthly

30. Balanced Score Card
Long-Term (State)

31. Balanced Score Card
Long-Term (State)
 Produced by PRAU
 Produced quarterly
 Currently used for incentive evaluation
 Base file used is the DV FILE ETA 9002 which is the
same file submitted to the USDOL-ETA
 There is currently no distinguishing between
claimants vs non-claimants

32. Balanced Score Card
Long-Term (State)
 Exiter based
 Individuals must go 90 days without a service in WP or
any other partner programs (WIA,TAA)
 Individual must be unemployed or received notice of
layoff
 Only exiters with wages in the 1st QTR after exit land
in the numerator
 Staff placements or new hire hits DO NOT affect this
report. It is strictly driven by wage records

33. ETA 9002 (WP)
Long-Term (Federal)

34. ETA 9002 (WP)
Long-Term (State)
 The report is produced by PRAU (via DRVS software)
 The file is produced quarterly
 The base file used is a flat snapshot file called the ETA
9002 DV file. It is produced by Geosol
 Claimants are shown as a subset of total population
however, these numbers are just monitored

35. ETA 9002 (WP)
Long-Term (State)
 Latest report submitted in November was for
participants exiting between Jan 1, 2010 and Dec 31,
2010 (2010Q1 to 2010Q4)
 This report is always counted in a rolling 4 quarters
method. That means the earliest quarter is always
dropped to make room for the latest quarter

36. ETA 9002 (WP)
Long-Term (State)
 Exiter based
 Individuals must go 90 days without a service in WP or any
other partner programs (WIA,TAA)
 Individual must be unemployed or received notice of layoff at
participation
 Only exiters with wages in the 1st QTR after exit land in the
numerator
 Staff placements or new hire hits DO NOT affect this
report. It is strictly driven by wage records

37. ETA 9002 (WP)
Long-Term (Federal)
 Retention Rate – Did the exiting particpant remain
employed for at least 3 Qtrs after exit?
 Wage Rate – What were the wages for those who
remained employed in their 2nd and 3rd Qtr after exit?

38. Why Is This Important To Know?
 Discussion
 Monthly/Daily Job Placement Report
 Monthly Managment Report
 Balanced Score Card
 ETA 9002

39. Changes Since Last Summit
Governor’s Report
 There is now a daily and monthly report
 The daily report now has last month and daily month-
to-date rankings
 Employer name and other verfication is now required
for manual obtained placements on open participants
(880), and manual obtained placements on exiters
(881)
 Spidered Jobs have been reduced through Level-3 de-
duplication (using: employer, job title, city, state)

40. Changes Since Last Summit
Governor’s Report
 As of September 1, 2012, new hire automation has been
added
 Different automated codes are assigned for open participants
(881) and exited participants (883)
 This is run every business day at 6pm against the data
BEFORE it is released to be transfered to the EFM Data Store
 It attempts to skip recording any placements already recorded
on the individual by looking at a partial spelling of the
employer name and the placement date (it is actually more
complex than this)

41. Changes Since Last Summit
Governor’s Report
 While these changes/updates were made in response to the
Governor’s Report(s), they also affect the MMR and other
reports
 One of the issues we are currently working on is the
automation « outpacing » staff to result placements on job
orders. A query has been shared to assist with this issue
 None of these changes affect any Federal Report or the
Balanced Score Card. The methodology is as dis-
similar as an apple and a freight train

42. Changes Since Last Summit
Monthly Management Report (MMR)
 The new hire automation has of course changed the
MMR by adding more placements
 No substantial code changes have been made to the
MMR
 No new measures have been added

43. Changes Since Last Summit
Balanced Score Card (BSC)
 No changes

44. Changes Since Last Summit
Federal Reports
 Changes on the ETA 9002 are present but not yet
finalized
 There have been multiple finalized changes on the
TAA report called the Trade Act Participant Report
(TAPR) but that will be explained in TAA training

45. PERFORMANCE REPORTING
AND ANALYSIS UNIT
Telly Buckles
Supervisor - Performance Reporting and Analysis
Telly.Buckles@deo.myflorida.com | 850.245.7149