BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  SB 1401|
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                                 THIRD READING


          Bill No:  SB 1401
          Author:   Lieu (D)
          Amended:  4/18/12
          Vote:     21

           
           SENATE LABOR & INDUST. RELATIONS COMM.  :  5-0, 4/25/12
          AYES:  Lieu, Wyland, DeSaulnier, Leno, Yee
          NO VOTE RECORDED:  Padilla, Runner
           
          SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


            SUBJECT  :    Unemployment insurance: education and 
                      workforce investment systems

           SOURCE  :     Author


           DIGEST  :    This bill provides that the California Workforce 
          Investment Board (CWIB) is responsible for assisting the 
          Governor in aligning the education and workforce investment 
          systems to the needs of the 21st century economy and 
          workforce as well as promoting and developing a 
          well-educated and highly skilled workforce to meet those 
          needs.  This bill requires, as part of the CWIB strategic 
          workforce plan, the creation of a California Industry 
          Sector Initiative that will accomplish specified tasks, 
          including aligning and leveraging federal, state, and local 
          Workforce Investment Act (WIA) funding streams, identifying 
          specified industry sectors and clusters, providing 
          skills-gap analysis, and establishing specified eligibility 
          criteria for the WIA eligible training provider list 
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          (ETPL).

           ANALYSIS  :    The federal WIA of 1998 provides funding 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 CWIB and charged the CWIB 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.  There are 49 local 
          Workforce Investment Boards (local WIBs) that plan and 
          oversee the workforce investment system at the local level. 
           Each local WIB also has one or more One-Stop Centers, 
          which provide access to career information, counseling, 
          funding for education, training and supportive services.  

          Existing law requires the CWIB, in collaboration with 
          specified state and local partners, and the local WIBs to 
          develop a strategic workforce plan, updated at least every 
          five years, to address the state's economic, demographic, 
          and workplace needs.

          Among its other responsibilities, the CWIB develops 
          protocols to ensure that policies are developed with full 
          public input and discussion.  The CWIB is also responsible 
          for establishing criteria for development of (1) the 
          formulae to be used for allocating funds to the local 
          areas, (2) dissemination of the Governor's 15% WIA 
          discretionary funding, and (3) certification and 
          re-certification of local WIBs.  The CWIB also provides 
          recommendations to the Governor on policy and vision for 
          the statewide employment statistics system.  

          This bill provides that the CWIB is responsible for 
          assisting the Governor in aligning the education and 
          workforce investment systems to the needs of the 21st 
          century economy and workforce as well as promoting and 
          developing a well-educated and highly skilled workforce to 
          meet those needs. 

          Specifically, this bill establishes six principles to guide 
          the state's workforce investment system that include:







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          1. Programs and services must be responsive to the needs of 
             employers, workers, and students by:

             A.    preparing students and workers with the skills 
                necessary to successfully compete in the global 
                economy;

             B.    producing greater number of workers with 
                industry-recognized certificates and degrees in 
                competitive and emerging industries to fill labor 
                market skills gaps; 

             C.    adapting to local and regional labor market 
                changes; 

             D.    preparing workers for good-paying jobs that foster 
                economic security and upward mobility.  

          2. CWIB and local WIBs are encouraged to collaborate with 
             other public and private institutions (including 
             businesses, career technical and adult education 
             programs, and community college programs, among others) 
             to adopt local and regional training and education 
             strategies that better align resources across education 
             and training service delivery systems and build a 
             well-articulated workforce investment system, as 
             specified. 

          3. Workforce investment programs and services shall be data 
             driven and evidence based when setting priorities, 
             investing resources, and adopting practices. 

          4. Workforce investment programs and services shall develop 
             strong partnerships with the private sector, ensuring 
             industry involvement in needs assessment, planning, and 
             program evaluation.

          5. Workforce investment programs and services shall be 
             outcome oriented and accountable, measuring results 
             through outcomes related to program completion, 
             employment, and earnings. 

          6. Programs and services shall be accessible to employers, 







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             workers, and students who may benefit from their 
             operation, including individuals with employment 
             barriers, such as persons with economic, physical, or 
             other barriers to employment.

          Additionally, this bill also directs the CWIB to, among 
          other things:

          1. Target resources towards high-wage competitive and 
             emerging industry sectors that have a significant 
             economic impact on the state, have immediate education 
             and workforce development needs, and have documented 
             career opportunities.  

          2. As part of its strategic workforce plan, create a 
             California Industry Sector Initiative to provide a 
             framework for state workforce investments and support 
             for sector strategies.

          3. By considering the expertise of local WIBs, annually 
             identify industry sectors with a competitive economic 
             advantage and annually conduct skills-gap analyses 
             enumerating occupational and skills shortages in the 
             industries identified as having strategic importance to 
             the state. 

          4. Establish, with input from local WIBs and other 
             stakeholders, initial and subsequent eligibility 
             criteria for the WIA ETPL that effectively directs 
             training resources into training programs leading to 
             employment in high-demand, high-priority, and high-wage 
             occupations, as specified. 

          5. Provide definitions for specific terms used in this 
             bill, including, "career pathways," "sector strategies," 
             "industry sectors" and "economic security," among 
             others. 

           Comments
           
           Background on the CWIB   

          Under federal law, WIA funds are distributed to the states 
          based on formulas that consider unemployment rates and 







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          other economic and demographic factors.  California and its 
          49 Local WIBs receive WIA formula funding from the United 
          States Department of Labor through three revenue streams - 
          Adult, Youth, and Dislocated Workers.  Under federal law, 
          85% of Adult and Youth formula funds, and 60% of Dislocated 
          Worker formula funds are distributed to local WIBs.  15% of 
          Adult, Youth, and Dislocated Worker formula funds (15% 
          discretionary funds) are allocated to the state for a 
          variety of discretionary uses.  
           
           The CWIB is charged with developing a unified, strategic 
          planning process to coordinate various education, training, 
          and employment programs into an integrated workforce 
          development system that supports economic development.  As 
          such, the CWIB has adopted Sector Strategies as the 
          statewide framework for workforce development, and is 
          working closely with the Economic Strategy Panel, other 
          state agencies and departments and its 49 local WIBs to 
          support the emergence of effective statewide and regionally 
          driven sector initiatives.

          All members of the CWIB are appointed by the Governor and 
          represent the many facets of workforce development - 
          business, labor, public education, higher education, 
          economic development, youth activities, employment and 
          training, as well as the Legislature.  Through its broad 
          membership, the CWIB encourages collaboration among both 
          state and local public and private entities.  This 
          collaboration is further enhanced through its committee 
          structure.  The CWIB engages state and local partners 
          through its Special Committees which address four policy 
          priorities outlined in the CWIB's Strategic Plan.  The 
          Special Committees include the Green Collar Jobs Council, 
          the Special Committee on Issues and Policies, the State 
          Youth Vision Team, and the Health Workforce Development 
          Council. 

          Background on the ETPL  

          California's ETPL was established in compliance with the 
          WIA.  The purpose of the ETPL is to provide 
          customer-focused employment training for adults and 
          dislocated workers.  Training providers who are eligible to 
          receive Individual Training Accounts through WIA Title I-B 







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          funds are listed on the ETPL.  California's statewide list 
          of qualified training providers offers a wide range of 
          educational programs, including classroom, correspondence, 
          Internet, broadcast, and apprenticeship programs.

          Existing law requires the establishment of two separate 
          procedures for the ETPL:  initial eligibility and 
          subsequent eligibility.  California has been granted a 
          waiver of the requirement for subsequent eligibility 
          specified in WIA Section 122(c)(5) and Title 20 of the Code 
          of Federal Regulations Section 663.530.  This current 
          federal waiver allows providers and programs to remain on 
          the state ETPL indefinitely as long as their initial 
          eligibility is still valid. 

          According to an Employment Development Department (EDD) 
          information notice to the workforce development community, 
          it was notated that the current ETPL contained more than 
          5,000 program/providers that never had a WIA client 
          referred to them, nor had the programs been validated for 
          at least two years.  In an effort to meet the terms of the 
          waiver pertaining to subsequent eligibility, the Workforce 
          Services Division had to deactivate all existing ETPL 
          programs that were more than two years old (i.e. initial 
          approval date prior to January 1, 2010) and did not have a 
          single WIA client referred to them during their tenure on 
          the ETPL.  (WSIN11-45, March 27, 2012).  However, if the 
          local WIB determines that an unused program/provider should 
          be reactivated and remain on the ETPL, a verification must 
          be done at the local level to ensure that the data on the 
          inactive ETPL is valid and that this program/provider is a 
          not a duplication of an existing program/provider on the 
          ETPL.

           California State Auditor Report on Federal Workforce 
          Investment Act  
               
          A March 2012 report, "Federal Workforce Investment Act:  
          More Effective State Planning and Oversight Is Necessary to 
          Better Help California's Job Seekers Find Employment," 
          evaluated the state's administration of WIA funding.  

          Among its finding, the audit revealed that: 








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             More than five years after state law required the CWIB 
             to develop a strategic workforce plan to serve as a 
             framework for public policy, fiscal investment, and 
             state labor programs to address workforce needs; it has 
             failed to do so and thus, has not provided sufficient 
             guidance to its workforce development partners. 

             Both EDD and the CWIB can do more to assess the quality 
             of services - neither has a mechanism to evaluate 
             whether an appropriate match exists between a 
             participant's skills, education, and experience and the 
             employment the participant attains. 

             Although the CWIB is building partnerships with various 
             entities to coordinate workforce investment planning, it 
             has done little to ensure that the one-stop delivery 
             system does not duplicate services for program 
             participants. 

          The State Auditor made several recommendations in the 
          report, including one that the Legislature consider 
          establishing a due date for the CWIB to develop a strategic 
          workforce plan, and clarify the roles and responsibilities 
          of the state board and EDD.  According to the Auditor, 
          without this plan, we cannot ensure that our workforce 
          investment system provides life-long learning, promotes 
          self-sufficiency, links education and training to economic 
          development, and prepares California to compete 
          successfully in the global economy as the Legislature 
          intended.  The Auditor also made recommendations to the 
          CWIB aimed at developing, overseeing, and continuously 
          improving California's workforce investment system by 
          collaborating with state and local workforce partners and 
          clearly defining terminology and identifying state-specific 
          performance measures.  

          According to the report, the Labor Agency, the CWIB, and 
          EDD agreed with the recommendations.  The CWIB is currently 
          working on the strategic workforce plan and intends to have 
          it finalized by this summer. 

           Sector Strategies  
               
          According to the Senate Labor and Industrial Relations 







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          Committee analysis, there is broad consensus that better 
          educated and trained workers are more productive and more 
          successful in labor markets.  However, targeting these 
          efforts towards the jobs sectors that are best positioned 
          to make gains if investments are made is essential and 
          requires the use of current economic and labor market data 
          to determine what those sectors are.  "Sector strategies" 
          are policy initiatives designed to promote the economic 
          growth and development of a state's competitive industries 
          using strategic workforce investments to boost labor 
          productivity.  The strategic focus of sectors is on 
          prioritizing investments where overall economic returns are 
          likely to be highest, specifically in those sectors that 
          will generate significant gains in terms of jobs and income 
          or in industries facing a shortage of skilled workers. 

          When done successfully, sector strategies can lead to 
          mutually beneficial outcomes for business, labor, and the 
          state by increasing competitiveness and growth, improving 
          worker employability and income, and reducing the need for 
          social services while also bolstering government revenues 
          generated by both business and workers.  According to a 
          2010 study of three sector focused training programs in 
          Wisconsin, Massachusetts, and New York, it was found that 
          participants in the relevant training programs earned more 
          and were employed at higher rates than were members of the 
          study's control group.  (Tuning Into Local Labor Markets:  
          Findings from the Sectoral Employment Impact Study, 
          Public/Private Ventures, 2010)

          Sector strategies have been adopted in several states, 
          including Pennsylvania, Michigan, Washington and 
          Massachusetts.  In California, we have taken initial steps 
          to adopt sector strategies by directing portion of 
          discretionary funds to job training programs for nurses and 
          workers in allied health fields.  This bill helps move our 
          state towards a more strategic approach of training for our 
          future workforce needs.  The author's office believes that 
          this bill helps break down the barriers of communication 
          between the various training entities by encouraging 
          collaboration to better align resources across workforce 
          education and training service delivery systems.  
          Furthermore, this bill helps address some of the concerns 
          raised by the Auditor's office in the recent audit of WIA.  







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           Prior Legislation
           
          SB 698 (Lieu), Chapter 487, Statutes of 2011, required the 
          Governor to establish, through the CWIB, standards for 
          certification of high-performance local WIBs, in accordance 
          with specified criteria.  The bill also required the 
          Governor and the Legislature, in consultation with the 
          CWIB, to reserve specified federal discretionary funds for 
          high-performing local WIBs. 

          SB 734 (DeSaulnier), Chapter 498, Statutes of 2011, 
          required local WIBs to spend a certain percentage of 
          available WIA funds (25% now and increased to 30% in 2016) 
          on workforce training programs in a manner consistent with 
          federal law and allowed the local WIBs to leverage 
          specified funds to meet this requirement.  The bill also 
          required a local WIB that does not meet the expenditure to 
          provide the EDD with a corrective action plan regarding 
          those expenditures.

          AB 3018 (Nunez), Chapter 312, Statutes of 2008, enacted the 
          California Green Collar Jobs Act of 2008, which created the 
          Green Collar Jobs Council within the CWIB to perform 
          specified tasks related to addressing the green economy 
          workforce needs of the state.  Specifically, the bill 
          required the council to develop a comprehensive array of 
          programs, strategies, and resources to address the state's 
          growing green economy.  

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

           SUPPORT  :   (Verified  5/7/12)

          California Labor Federation 
          California Manufacturers and Technology Association 
          California Teachers Association
          City and County of San Francisco 
          Insight Center for Community Economic Development 
          Jewish Vocational Service - Los Angeles
          Jewish Vocational Services of San Francisco 
          John Muir Health







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          Los Angeles Area Chamber of Commerce 
          National Skills Coalition 
          State Building and Construction Trades Council, AFL-CIO
          The San Francisco Foundation


           ARGUMENTS IN SUPPORT  :    According to the author's office, 
          workers in California are facing the toughest jobs crisis 
          in over 50 years and, unfortunately, at a time when 
          workers, families and communities need more support, states 
          are facing unprecedented budget challenges.  The author's 
          office argues that now more than ever, it is crucial that 
          every dollar of workforce funds is invested in high quality 
          employment services that connect workers with good paying 
          jobs.  

          Proponents argue that despite the state's high unemployment 
          rate, job openings in key industries are going unfilled 
          because employers cannot find workers with the necessary 
          credentials and training for these jobs.  In addition, many 
          of these openings are "middle-skill" jobs, which require 
          education and training past high school.  According to 
          proponents, 47% of jobs in California's labor market are 
          middle-skill, but only 38% of Californians likely have the 
          credentials and training for these jobs.  This bill takes 
          important steps to close this skills gap by providing new 
          principles to guide the work of the CWIB.   Proponents 
          contend that this bill will greatly enhance and strengthen 
          our job training infrastructure, but more importantly, will 
          also measurably improve job prospects and training outcomes 
          for California's unemployed workers.  

          Additionally, proponents state that over 30 states and the 
          District of Columbia have implemented statewide sector 
          strategies.  According to proponents, Pennsylvania stands 
          at the forefront of this work.  Since 2005, Pennsylvania 
          has helped to support 76 partnerships; with 6,300 employers 
          actively involved, who have contributed $75 million in 
          private sector funds. Over 100,000 workers have been 
          served, resulting in higher wages and retention rates.     


          PQ:kc  5/9/12   Senate Floor Analyses 








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                         SUPPORT/OPPOSITION:  SEE ABOVE

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