BILL ANALYSIS                                                                                                                                                                                                    �




                                                                  SB 776
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          Date of Hearing:   June 22, 2011

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                   SB 776 (DeSaulnier) - As Amended:  June 15, 2011

           SENATE VOTE  :   35-3
           
          SUBJECT  :   Local workforce investment boards: funding.

           SUMMARY  :   Imposes requirements related to the expenditure of 
          Workforce Investment Act (WIA) funds on job training programs.  
          Specifically,  this bill  :   

          1)Establishes threshold requirements for the percentage of WIA 
            funds provided to local workforce investment boards to be 
            spent on training programs, support services, and specified 
            bridge services as follows:

             a)   Beginning federal program year 2012 - at least 20 
               percent.

             b)   Beginning federal program year 2014 - at least 30 
               percent.

             c)   Beginning federal program year 2016 - at least 40 
               percent.

          2)Requires the Employment Development Department (EDD) to 
            monitor compliance, as specified, and requires a local 
            workforce investment board that does not meet these 
            requirements to submit a corrective action plan to EDD.

          3)Specifies that the expenditures that shall count towards the 
            above requirement shall include the following:

             a)   Services defined as training under specified federal 
               law.

             b)   Supportive services as defined under federal law, 
               including needs related payments for books, training 
               materials and tuition relevant to training programs, as 
               specified.

             c)   Academic remediation and English-as-a-second-language 









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               services.

             d)   Pre-vocational services offered in combination with 
               occupational skills, including occupational bridge programs 
               that blend workplace competencies, career exploration, and 
               basic literacy in an occupational context, as specified.

             e)   Work-experience and internships.

             f)   The amount paid from WIA dislocated worker and adult 
               formula funds for competitively bid innovative sector 
               training contracts, involving multiple partners, including 
               but not limited to, business, labor and public education 
               entities.

          4)Requires the California Workforce Investment Board to conduct 
            an evaluation of these requirements in federal program year 
            2015.

           FISCAL EFFECT  :   According to the Senate Appropriations 
          Committee, this bill will result in unknown, major cost pressure 
          in local workforce investment boards to backfill lost funding in 
          order to address local needs.

           COMMENTS  :   This bill is co-sponsored by the California Labor 
          Federation, AFL-CIO, the State Building and Construction Trades 
          Council, and the California Manufacturers and Technology 
          Association.  The main question raised by this proposal is 
          whether the Legislature should establish a statutory minimum 
          percentage of WIA funds to be spent on workforce training 
          programs.

           Brief Background on the Workforce Investment Act (WIA) and Job 
          Training  

          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.  









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          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 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 local workforce investment boards.  
          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." 

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

               2)     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. 

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

               1)     Job training programs include classroom training, 
                 customized training, and on-the-job training (also known 
                 as incumbent worker training). Training funds are often 









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                 distributed through vouchers to job seekers to enroll in 
                 eligible training programs. Local WIBs determine which 
                 training programs are eligible to receive the vouchers. 

                           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. 

           The Recent Senate Office of Research Report  

          In May, the Senate Office of Research issued a report entitled, 
          "The Workforce Investment Act: How is Federal Funding Being 
          Spent?"  Specifically, the report analyzed the percentage of WIA 
          funds spent by local workforce investment boards on job training 
          (compared to general employment services).  The report stated:

               "In California, most Local Workforce Investment Boards have 
               reported investing little of their federal funds into 
               workforce training and instead have spent a substantial 
               amount on other employment services provided by One-Stop 
               Career Centers throughout the state. In some Local 
               Workforce Investment Areas, the boards have reported 
               spending less on training than on administrative costs and 
               other operating expenses not directly related to client 
               services?

               ?Of the $125 million in Workforce Investment Act adult<1> 
               formula funds appropriated to the LWIBs for the 2008 
               federal program year (which includes transfers between 
               funding streams made by the LWIBs), approximately $25 
               million (20 percent) was reported as being spent on job 
               training during state fiscal years 2008-09 and 2009-10. A 
               much larger share of the funds was spent on One-Stop 
               Employment Services than on job training; about $79 million 
               (63 percent) was spent on core and intensive employment 
               services provided at the One-Stop Career Centers, and 
               LWIBs, in the aggregate, also reported spending about $21 
               million (17 percent) on administrative and other operating 
               expenses combined?
               -------------------------
          <1> Similarly, the report also indicated that with respect to 
          WIA dislocated-worker formula funds, 19 percent ($16 million) 
          was spent on job training, 67 percent ($56 million) was spent on 
          employment services, and 14 percent ($12 million) was spent on 
          administrative and other operating costs.








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               ?The data show that most LWIBs reported spending less than 
               25 percent of their federal funds on job training and 
               instead spent substantially more of their federal funds on 
               core and intensive services provided through the more than 
               200 One-Stop Career Centers in the state. A third of the 
               boards reported spending less than 15 percent of their 
               funds on job training. .. �S]ome LWIBs reported spending 
               more on administrative and other operating expenses 
               (combined) than they did on job training?Boards that 
               reported spending more on administrative costs and other 
               operating expenses combined than on job training typically 
               reported spending less than 10 percent of their funds on 
               job training. Some of these boards spent upward of 20 
               percent of the relevant funds on administrative costs and 
               other operating expenses combined."

          According to the Senate Office of Research report (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.

          Finally, the Senate Office of Research report noted the 
          following:

               "Policy makers need to recognize that increased job 
               training funding may come at the expense of reduced WIA 
               expenditures for the One-Stop Career Centers and an overall 
               reduction in the number of clients served depending on the 
               cost-sharing agreements in place at the One-Stops; however, 
               directing more funds to job training may lead to a higher 
               return of investment." 

           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 









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          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 raet had increased from about 
               31 percent in 2006 to over 45 percent 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 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 percent of formula allocated WIA funds for the adult and 
               dislocated worker training beginning in PY 2009.

             �    Michigan - Michigan's No Worker Left Behind program has 
               raised the share of formula funds expended on job training 









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               to more than 50 percent by steering WIA funds into job 
               training programs that focus on in-demand occupations.

           ARGUMENTS IN SUPPORT  :

          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 of which 
            California has failed to take
          advantage.  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 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.  

          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 









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          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.

          This bill is also supported by the City of Los Angeles Workforce 
          Investment Board and the Los Angeles County Workforce Investment 
          Board.

           ARGUMENTS IN OPPOSITION  :

          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 specific, state-wide 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 the 
               mandated requirement to establish and ensure the operation 
               of a one-stop service delivery system. 
                 Limit the ability to leverage multiple funding sources. 









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          The California State Association of Counties, writing in 
          opposition to this bill, states:

               "�W]e are concerned that the provisions of �this bill] 
               assume all counties' employment needs are the same.  In 
               reality, vast differences exist between various regions of 
               the state, including the employment and educational needs 
               of local residents.  While many unemployed and 
               under-employed Californians require skilled training 
               services, other need basic job search assistance and career 
               assessments provided at local one-stop centers, many of 
               which are likely to close if �this bill] becomes 
               law?Prescribing a certain threshold of funding to be 
               applied to workforce training will not permit local 
               workforce investment board members to make decisions that 
               recognize and reflect local needs."

           COMMITTEE STAFF COMMENT  :

          The policy questions raised by this bill touch on some broader 
          philosophical questions that are important to keep in mind in 
          considering the overall context of this bill.

          First, this bill raises questions and debate about "local 
          control" with respect to WIA funds.  Opponents of this bill 
          contend generally that the idea of a statewide and state-imposed 
          training threshold "interferes with core tenants of the 
          �federal] legislation, namely, local control and individual 
          empowerment."  Proponents counter that, while WIA gives local 
          WIBs administrative control (with certain limits), policy 
          development, guidance and system oversight are shared between 
          states and the local WIBs, and ultimate authority rests with the 
          Governor.  Moreover, some critics in recent years have lamented 
          the fact that the state (and the CWIB) does not play a more 
          active role in providing policy guidance and direction over the 
          workforce development system.  This bill raises those questions 
          explicitly - should the state (via the Legislature) play a role 
          in prioritizing investments of WIA expenditures or should those 
          questions be left to "local control?"



          Second, this bill addresses larger questions about the best use 
          of WIA funds.  Some opponents have argued generally that job 









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          training is not necessarily the most effective or necessary 
          service required by each individual who seeks service in a 
          one-stop center.  Especially in a down economy, many individuals 
          need unemployment assistance, other support, or help finding a 
          job as soon as possible to provide support for themselves or 
          their families.   Some critics have alleged that this approach 
          has sometimes resulted in a "jobs first" mentality within the 
          workforce development system.  They contend that many one-stop 
          centers primarily engage in low-intensity employment services 
          aimed at rapid labor-market attachment.  However, they argue 
          that this is particularly inappropriate for low-skill, low-wage 
          workers and that churning such individuals through low-wage, 
          dead-end jobs is a cynical response to poverty.  They argue that 
          workers instead need longer-term vocational skills training and 
          support services to allow them to succeed in quality skills 
          training and move into self-sustaining employment and further 
          educational attainment.

          An important question to consider is whether this bill imposes a 
          mutually exclusive choice between the two.  Some opponents 
          appear to contend that in fact would be the practical effect of 
          the bill - that mandating certain training percentages would 
          result in the closure of one-stop centers and eliminate 
          much-needed other employment services.  On the other hand, 
          proponents of this bill contend that it seeks simply to place a 
           priority  on expenditures that may lead to a higher return on 
          investment.  They point out that currently, many local WIBs 
          invest a high percentage of their WIA funding on training while 
          maintaining multiple one-stop centers - so the choice is not 
          mutually exclusive.  Therefore, they contend that the policy 
          question raised by this bill, rather than an either/or choice, 
                                                                    is whether spending more on job training would lead to better 
          policy outcomes (in terms of higher earnings and long-term 
          employment) for WIA service recipients.  

           REGISTERED SUPPORT / OPPOSITION :

           Support 
           
          California Labor Federation, AFL-CIO (co-sponsor)
          California Manufacturers and Technology Association (co-sponsor)
          California Teachers Association
          City of Los Angeles Workforce Investment Board
          Los Angeles County Workforce Investment Board
          Service Employees International Union









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          State Building and Construction Trades Council (co-sponsor)
           
            Support if amended
           
          Council of California Goodwill Industries

           Opposition 
           
          Ahn Fielding
          Brawley Inn
          Bus-Ed Partners, Inc.
          California State Association of Counties
          California Steel Industries, Inc.
          California Workforce Association
          City of Azuza
          City of Covina
          City of Glendora
          Colusa County One Stop
          Community Career Development, Inc.
          County of San Bernardino
          Edwin Smith
          Exchange Bank
          Henkels and McCoy, Inc.
          Hub Cities Consortium
          Huntington Beach Chamber of Commerce
          Imperial County Workforce Development Board
          Joseph Derthick, SELACO WIB Business Representative
          Jewish Vocational Services
          Kaiser Permanente Santa Rosa Medical Center
          Marin County Board of Supervisors
          Merced County Office of Education
          Merced County Workforce Investment Board
          New Horizons
          Orange County Board of Supervisors
          P&L Specialties
          Pacific Asian Consortium in Employment-PACE
          Performance, Productivity and Profit Consulting
          Rainier Properties, LLC
          Redondo Beach Chamber of Commerce & Visitors Bureau
          Regional Council of Rural Counties
          Riverside County Board of Supervisors and Economic Development 
          Agency
          Riverside County Workforce Investment Board
          San Diego Workforce Partnership
          Santa Cruz County Workforce Investment Board









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          SHN Consulting Engineers and Geologists, Inc.
          Solano County Workforce Investment Board
          Sonoma County Board of Supervisors
          Sonoma County Employment and Training Division
          South Bay Association of Chambers of Commerce
          Southeast Area Social Services Funding Authority
          Southeast Los Angeles County Workforce Investment Board
          Southern California Workforce Partnership
          Stonewood Center
          Supervisor Peter Huebner, Sierra County Board of Supervisors
          Supervisor Wendy Otto, Trinity County Board of Supervisors
          Tom Beard Company
          Tuolumne County Board of Supervisors
          Urban Counties Caucus
          Vietnam Veterans of California, Inc.
          Violette Magique
          Watts Labor Community Action Committee
          Workforce Institute
          Yap & Little, Inc.

           Oppose unless amended
           
          Chicana Service Action Center


           Analysis Prepared by  :    Ben Ebbink / L. & E. / (916) 319-2091