BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   June 6, 2012

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                      SB 1401 (Lieu) - As Amended:  May 30, 2012

           SENATE VOTE  :   26-9
           
          SUBJECT  :   Education and workforce investment systems: sector 
          strategies.

           SUMMARY  :   Makes a number of changes to existing state law 
          related to workforce investment to emphasize a "sector strategy" 
          approach.  Specifically,  this bill :

          1)Defines "sector strategies" to mean methods of prioritizing 
            investments in competitive and emerging industry sectors and 
            industry clusters on the basis of labor market and other 
            economic data indicating strategic growth potential, 
            especially with regard to jobs and income, as specified.

          2)Establishes the following six guiding principles for the 
            state's workforce investment system:

             a)   Workforce investment programs and services shall be 
               responsive to the needs of employers, workers and students 
               by accomplishing the following:

               i)     Preparing California's students and workers with the 
                 skills necessary to successfully compete in the global 
                 economy.

               ii)    Producing greater numbers of individuals who obtain 
                 industry-recognized certificates and degrees in 
                 competitive and emerging industry sectors and filling 
                 critical labor market skills gaps.

               iii)   Adapting to rapidly changing local and regional 
                 labor markets as specific workforce skill requirements 
                 change over time.

               iv)    Preparing workers for good-paying jobs that foster 
                 economic security and upward mobility.

             b)   State and local workforce investment boards are 








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               encouraged to collaborate with other public and private 
               institutions to better align resources and build a 
               well-articulated workforce investment system by 
               accomplishing the following:

               i)     Adopting local and regional training and education 
                 strategies that build on the strengths and fill the gaps 
                 in the education and workforce development pipeline in 
                 order to address the needs of job seekers, workers, and 
                 employers within regional labor markets by supporting 
                 "sector strategies."

               ii)    Leveraging resources across education and workforce 
                 training delivery systems to build career pathways and 
                 fill critical skills gaps.

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

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

             e)   Workforce investment programs and services shall be 
               outcome oriented and accountable, measuring results for 
               program participants, including, but not limited to, 
               outcomes related to program completing, employment and 
               earnings.

             f)   Programs and services shall be accessible to employers, 
               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.

          3)Requires the state to develop a California Industry Sector 
            Initiative that will serve as the cornerstone of the 
            California Workforce Investment Board (CWIB's) state plan and 
            provide for a framework for state workforce investments and 
            support for sector strategies.

          4)Requires the CWIB to annually identify industry sectors and 
            industry clusters, new dynamic emergent industry sectors and 








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            industry clusters, and a skills-gap analysis, as specified.  
            In performing these functions, the CWIB shall consider the 
            expertise of local workforce investment boards, as provided.

          5)Requires the CWIB to establish initial and subsequent 
            eligibility criteria for the state's eligible training 
            provider list (ETPL) that effectively directs training 
            resources into training programs leading to employment in 
            high-demand, high-priority, and high-wage occupations, 
            particularly those facing a shortage of skilled workers.

          6)Specifies that the division of labor for making initial and 
            subsequent eligibility determinations for the ETPL shall be 
            modeled on federal law and include input from local workforce 
            investment boards and other stakeholders, as specified.  Local 
            boards shall have the authority to place and retain training 
            providers on the list, as specified.

          7)Makes other related and conforming changes.

           FISCAL EFFECT  :   Unknown

           COMMENTS  : This bill is intended to establish additional 
          requirements of the California Workforce Investment Board (CWIB) 
          that proponents contend will better align education and 
          workforce investment training systems to meet the needs of 
          today's economy and workforce, primarily through an emphasis on 
          "sector strategies."

           Brief Background on the California Workforce Investment Board
           
          The federal Workforce Investment Act (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 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 that plan and 
          oversee the workforce investment system at the local level.  
          Each local workforce also has one or more One-Stop Centers, 
          which provide access to career information, counseling, funding 
          for education, training and supportive services.








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          Under federal law, Workforce Investment Act 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 WIBs.  
          Fifteen percent of Adult, Youth, and Dislocated Worker formula 
          funds (15% discretionary funds) are allocated to the state for a 
          variety of discretionary uses.  
            
          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 5 years, to 
          address the state's economic, demographic, and workplace needs.  
          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 Workforce Investment Boards to support the emergence of 
          effective statewide and regionally driven sector initiatives.

          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 State Board also 
          provides recommendations to the Governor on policy and vision 
          for the statewide employment statistics system.  

           Background on the Eligible Training Provider List (ETPL):
           
          California's Eligible Training Provider List (ETPL) was 
          established in compliance with the Workforce Investment Act.  
          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 (ITAs) through WIA Title I-B funds are listed on the 








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          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 (CFR) 
          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 board 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.

           Recent 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: 

                 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 








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               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 State 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"
            
          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 








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            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.  
          California has taken initial steps to adopt sector strategies by 
          directing a portion of discretionary funds to job training 
          programs for nurses and workers in allied health fields.  
          Proponents contend that this bill would help move our state 
          towards a more strategic approach of training for our future 
          workforce needs.  The author believes that this bill would help 
          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 would help address 
          some of the concerns raised by the State Auditor's office in the 
          recent audit of the federal WIA.  

           ARGUMENTS IN SUPPORT  :
            
          According to the author, 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 








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          are facing unprecedented budget challenges.  The author 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 percent of jobs in 
          California's labor market are middle-skill, but only 38 percent 
            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.

           PRIOR RELATED LEGISLATION  :

          SB 698 (Lieu) of 2011 requires the Governor to establish, 
            through the California Workforce
          Investment Board, 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 California Workforce Investment Board, to reserve 








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            specified federal discretionary funds 
          for high-performing local WIBs. 

          SB 734 (DeSaulnier) 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 
          allows the boards to leverage specified funds to meet this 
          requirement.  This 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) of 2008 enacted the California Green Collar Jobs 
            Act of 2008, which create
          the Green Collar Jobs Council within the State WIB to perform 
            specified tasks related to
          addressing the green economy workforce needs of the state.  
            Specifically, the bill requires the 
          council to develop a comprehensive array of programs, 
          strategies, and resources to address the state's growing green 
          economy.  
               
           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Labor Federation, AFL-CIO
          California Manufacturers and Technology Association 
          California Teachers Association
          California Workforce Association
          City and County of San Francisco 
          Insight Center for Community Economic Development 
          Jewish Vocational Services of Los Angeles
          Jewish Vocational Services of San Francisco 
          John Muir Health 
          Los Angeles Area Chamber of Commerce 
          National Skills Coalition 
          San Francisco Foundation
          State Building and Construction Trades Council 
           
            Opposition 
           
          None on file.










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