BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                                 Ted W. Lieu, Chair

          Date of Hearing: April 27, 2011              20011-2012 Regular 
          Session                              
          Consultant: Alma Perez                       Fiscal:Yes
                                                       Urgency: No
          
                                   Bill No: SB 776
                                 Author: DeSaulnier
                      Version: As introduced February 18, 2011
          

                                       SUBJECT
          
                     Local workforce investment boards: funding 


                                      KEY ISSUE

          Of the funds received by California's Local Workforce Investment 
          Boards (Local WIBs) from the federal Workforce Investment Act 
          (WIA), should the Legislature establish a statutory minimum 
          percentage to be spent on workforce training programs? 

          Should the Legislature encourage Local WIBs to spend more of 
          their WIA funding on training programs by establishing a 50 
          percent statutory minimum? 


                                       PURPOSE
          
          To require Local WIBs to spend a certain percent of available 
          federal WIA funds for adults and dislocated workers on specified 
          services and programs. 


                                      ANALYSIS
          
           The federal Workforce Investment Act (WIA) of 1998  provides for 
          activities and programs for job training and employment 
          investment in which states may participate, including work 
          incentive and employment training outreach programs.  Following 
          passage of the federal WIA, the state established the California 
          Workforce Investment Board (CWIB) and charged the board with the 
          responsibility of developing a unified, strategic planning 









          process to coordinate various education, training, and 
          employment programs into an integrated workforce development 
          system that supports economic development.  

           Existing law  requires the local chief elected officials in a 
          local workforce development area to form, pursuant to specified 
          guidelines, a Local Workforce Investment Board (Local WIB) to 
          plan and oversee the workforce investment system at the local 
          level.  There are currently 49 local WIBs in the state.  Each 
          local workforce area also created one or more One-Stop Centers, 
          which provide access to career information, counseling, funding 
          for education, training and supportive services.  

           Under the federal law  , WIA funds are distributed to the states 
          based on formulas that consider unemployment rates and other 
          economic and demographic factors.  California and its 49 Local 
          WIBs receive WIA formula funding from the U.S. Department of 
          Labor through three revenue streams - Adult, Youth, and 
          Dislocated Workers. Under federal law, 85 percent of Adult and 
          Youth formula funds, and 60 percent of Dislocated Worker formula 
          funds are distributed to LWIBs.  Fifteen percent of Adult, 
          Youth, and Dislocated Worker formula funds (15% discretionary 
          funds) are allocated to the state for a variety of discretionary 
          uses.  

           Under WIA  , there are three tiers of employment services and job 
          training programs provided to workers and job seekers. The first 
          two tiers of service are known as "core" and "intensive" 
          employment services and the third consists of "job training." 

                     Core services include job search and placement 
                 assistance, the provision of labor market information, 
                 workplace counseling, and preliminary skills assessments. 


                     Intensive services include comprehensive skills 
                 assessments, group counseling, individual career 
                 counseling, case management, and short-term prevocational 
                 services on how to interview and prepare resumes. 

                    o           Both core and intensive employment 
                      services are typically designed to match workers 
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                      with employers in a relatively short period of time 
                      and are both provided through California's more than 
                      200 One-Stop Career Centers. 

                     Job training programs include classroom training, 
                 customized training, and on-the-job training (also known 
                 as incumbent worker training). Training funds are often 
                 distributed through vouchers to job seekers to enroll in 
                 eligible training programs. Local WIBs determine which 
                 training programs are eligible to receive the vouchers. 

                    o           WIA funds used for training can also be 
                      used for supportive services that are used to enable 
                      a participant to attend and complete training, such 
                      as subsidized child care and transportation 
                      vouchers. 

           
          This Bill  would require Local Workforce Investment Boards to 
          spend a certain percent of available federal WIA funds for 
          adults and dislocated workers on direct client services, 
          workforce training programs, and supportive services in a manner 
          consistent with federal law, as prescribed.

          Specifically, this bill would:
                 Require that at least 50% of funds provided to Local 
               WIBs for adults and dislocated workers under WIA be spent 
               on workforce training programs and supportive services for 
               persons enrolled in training, as specified. 

                 Require that at least 75% of funds provided to Local 
               WIBs for adults and dislocated workers be spent on direct 
               client services, as defined.  Direct client services 
               includes core, intensive and training services. 



                                      COMMENTS

          
          1.  Need for this bill?

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            The California Workforce Investment Board is responsible for 
            assisting the Governor in the development, oversight, and 
            continuous improvement of California's workforce investment 
            system.  California receives between $400 and $500 million in 
            federal WIA dollars annually.  And in 2008/09, the state 
            received an additional $488.6 million from the American 
            Recovery and Reinvestment Act of 2009. The majority of these 
            funds (85%) are formula allocated to the 49 local WIBs which 
            set policy for how funds are invested locally and provide 
            oversight of employment services delivered.  The rest of the 
            funds (15%) are disseminated at the Governor's discretion. 
            California's 49 local WIBs set local policies and allocate 
            resources to respond to local markets to help struggling 
            unemployed and underemployed workers get and retain good jobs.

            According to a memorandum conducted by the Senate Office of 
            Research (SOR) using data provided to the Legislature by the 
            Employment Development Department per the requirements of SB 
            302 (Ducheny), Chapter 376, Statutes of 2008, in California, 
            most Local WIBs invest little of their federal funds into 
            workforce training, spending substantially more of their 
            federal funds on other "employment services" provided for 
            through the state's 200-plus local One-Stop Career Centers.  
            In some Local Workforce Investment Areas, the local boards 
            spend less on training than they do on either administrative 
            costs or other operating expenses not directly related to 
            client services.  According to SOR, most boards spend less 
            than 25 percent of their federal appropriations on job 
            training.  

            According to the Senate Office of Research memorandum 
            reviewing policy literature on the efficacy of job training 
            programs, there is a broad consensus that better educated and 
            trained workers are more productive and more successful in 
            labor markets.  Moreover, the benefits of training and 
            education do not accrue only to the individual receiving the 
            training, but also to the firms that employ the workers, and 
            the economies in which the workers are employed. 
            This bill would require that Local WIBs spend a minimum of 50% 
            of available federal funds for adults and dislocated on 
            workforce training programs and supportive services. 

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          2.  Similar efforts in other states  :

            Federal law provides states significant latitude to adjust WIA 
            and align it with a broader economic vision. This allows 
            Governors the opportunity to hold local WIBs accountable to 
            additional performance requirements and statewide standards 
            consistent with building a high performing and integrated 
            workforce development system.  Several States have addressed 
            the need to hold local WIBs to higher standards through a 
            process of a second-tier certification process delineating 
            high-performance WIBs. In addition, several states have also 
            implemented minimum training expenditures policies in an 
            effort to improve employment and earnings potential of 
            workers. 

            Illinois: 
            In 2007, the state of Illinois implemented a minimum 40 
            percent training expenditure of WIA Title I programs funds 
            (not including administrative expenditures).  The expenditure 
            requirement was phased-in before sanctions would be imposed.  
            According to a 2009 report conducted by the Office of 
            Community College Research and Leadership at the University of 
            Illinois, initial results from the implementation of this 
            policy in 2007 showed that the number of Local Workforce 
            Investment Areas meeting the 40 percent level had increased 
            dramatically. In addition, the overall training expenditure 
            rat had increased from about 31% in 2006 to over 45% in 2007.  
            (Harmon, T. & Rodriguez, J. (2009). Training policy in 
            Illinois: A minimum training expenditure requirement for WIA 
            Title I. Champaign, IL: Office of Community College Research 
            and Leadership, University of Illinois)

            Florida:
            In the state of Florida, at least 50 percent of WIA Title I 
            funds for adults and dislocated workers that are passed 
            through to regional workforce boards are required to be 
            allocated to individual training accounts unless a regional 
            workforce board obtains a waiver.  Tuition and fees are 
            included in the training account expenditure. 

            Wisconsin:
            The state of Wisconsin recognized that with a loss of over 
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            79,700 manufacturing jobs in their state since 2007, many of 
            which were unskilled, training and re-training of the workers 
            who lost their jobs was essential.  To ensure that critical 
            resources were being focused on preparing more people for 
            higher wage jobs, and recognizing the strong connection of 
            training to a "ready" workforce, the Department of Workforce 
            Development, Division of Employment and Training, set a goal 
            of spending 35% of formula allocated WIA funds for the adult 
            and dislocated worker training beginning in PY 2009.

          3.  Proponent Arguments  :
            
            According to the author, with declining state revenues and 
            pressure on public resources it is crucial that every dollar 
            of federal workforce funds are invested in high quality 
            employment services that connect workers to good jobs. The 
            author argues that despite the need for targeted and effective 
            training, Employment Development Department data has shown 
            that Local WIBs spend very little of our local WIA funds on 
            skills training.  According to the author, on average, local 
            WIBs in California invest just 20% of their federal funds on 
            training services and a third spend less than 11% on training, 
            while many invest nothing.

            According to the author, federal law provides states with 
            significant latitude to adjust WIA and align it with a broader 
            economic vision, something California has failed to take 
            advantage of.  Proponents argue that a vast majority of funds 
            are going to support relatively less effective short-term 
            "core" services (such as job search assistance) provided 
            through a costly network of nearly 150 comprehensive One-Stop 
            centers. The author and proponents believe that this bill is 
            the first step in re-evaluating how these dollars are spent 
            and ensuring that more money is invested in training programs 
            that are effective and align with a the State plan for 
            economic growth.  In addition, proponents argue that the 
            objective behind this legislation is not to displace anyone 
            that might be currently providing job services through the 
            One-Stop Centers, but instead redirecting our overall efforts 
            toward more effective training programs that result in 
            permanent jobs for all displaced workers.  

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            In addition, proponents argue that other states like Florida, 
            Illinois, Michigan and Wisconsin have all adopted policies 
            that help drive more local WIA funds towards training.  
            According to proponents, Florida already requires that WIBs 
            spend at least 50% of their WIA funds on training. Proponents 
            also argue that many will need a skilled workforce to replace 
            the retiring baby boomer generation and to meet the demands of 
            new emerging industries.  This bill would increase the share 
            of local WIA resources that are committed to providing 
            effective, longer-term job training. Proponents believe that 
            this bill is yet another step toward ensuring that public 
            dollars are spent appropriately and that more individuals are 
            trained for these jobs. 

          4.  Opponent Arguments  :

            According to opponents, if passed, this bill would close 
            career centers throughout the state, return the public 
            workforce system to an antiquated model of funding streams, 
            and limit much needed services to job seekers and businesses 
            during this recession.  Opponents believe that this bill 
            interferes with core tenants of the legislation, namely, local 
            control and individual empowerment. 

            Opponents argue that by imposing a 50 percent training 
            threshold, this bill would:
                       Force the closure of one-stop career centers, at a 
                  time when California's unemployment rate exceeds 12%;
                       Likely result in putting fewer people into 
                  training to meet the training threshold;
                       Exclude the most vulnerable populations, including 
                  homeless, at risk youth, and others who can't afford to 
                  be in training;
                       Usurp the authority of the local workforce 
                  investment boards to set policy within their local 
                  areas;
                       Eliminate much needed career counseling and job 
                  search assistance;
                       Impede the ability of the local boards to support 
                  the delivery of an array of services needed by area 
                  residents as identified in their local plans. 
                       Interfere with the ability of the boards to meet 
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                  the mandated requirement to establish and ensure the 
                  operation of a one-stop service delivery system. 
                       Limit the ability to leverage multiple funding 
                  sources. 

          5.  Related Legislation  :

            SB 698 (Lieu) of 2011: Currently in Senate Appropriations 
            Committee 
            This bill would require the Governor to establish, through the 
            California Workforce Investment Board, standards for 
            certification of high-performance Local Workforce Investment 
            Boards in accordance with specified criteria.  This bill 
            passed out of this Committee on April 13, 2011. 

            AB 1115 (Lara) of 2011: Currently in Assembly Labor and 
            Employment Committee
            This bill would authorize individuals who are eligible to 
            receive training services under WIA to have the opportunity to 
            select any of the eligible training providers from any of the 
            local areas in the state. This bill would also require the 
            California Workforce Investment Board to establish a procedure 
            for use by Local WIBs in determining the eligibility of a 
            provider of training services, as specified. 



                                       SUPPORT
          
          California Labor Federation - Co-Sponsor
          California Manufacturers and Technology Association - Co-Sponsor 

          State Building and Construction Trades Council - Co-Sponsor
          California Teachers Association 
          

                                     OPPOSITION
          
          California Workforce Association (CWA)



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          Hearing Date:  April 27, 2011                            SB 776  
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