Transcript BRG Update

RAD Central Station:
The Next Stop on
the Data Train
July 30, 2010
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Presenters
 Tom Hooper, Program Manager, Business
Relations Group,
Office of Workforce Investment
 Megan Baird, Performance Specialist,
Business Relations Group,
Office of Workforce Investment
 Dani Abdullah, Performance Specialist,
Business Relations Group,
Office of Workforce Investment
Agenda
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Welcome!!
Key policy guidance
What is a Quarterly Progress Report?
Tour of the Recovery Act Data (RAD) System
– Logging on to RAD and creating users
– Adding and updating participants – The participant lifecycle
in the RAD system
– Quarterly Progress Report:
• Generating ETA 9153 Form
• Attaching Quarterly Narrative Report
• Submitting and Certifying
 Resources
 Next Steps
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Who are ARRA HGEI Grantees?
ARRA HGEI Grantees Include:
– State Labor Market Information Improvement
(SGA/DFA PY-08-17)
– Green Capacity Building
(SGA/DFA PY-08-21)
– State Energy Sector Partnership and Training
(SGA/DFA PY-08-20)
– Energy Training Partnership (SGA/DFA PY-08-18)
– Pathways out of Poverty (SGA/DFA PY-08-19)
– Health Care and Other High Growth and Emerging
Industries (SGA/DFA PY-09-01)
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Key Policy Guidance

As part of their grant agreement, ARRA HGEI grantees are required to collect
participant data and submit quarterly progress reports to ETA.

Required OMB-approved Reporting Forms and Instructions
– Effective for ARRA HGEI grantees as of April 1, 2010
– Available at http://www.doleta.gov/performance/reporting under ARRA
High Growth and Emerging Industries (HGEI) Quarterly Progress
Reporting, 2010 OMB 1205-0478

Collecting Social Security Numbers
ARRA HGEI grantees are required to collect SSNs for all participants served with
grant funds. The collection of this data will help ETA report the impact of these
Recovery Act funds and will provide ETA with more comprehensive information on
the status of individual grants and individuals that receive services and find
employment through these grants. The aggregate information collected and
reported to ETA through this requirement will not contain any individual identifying
information.
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What is a Quarterly Progress Report?
 Quarterly Progress Report
– Quarterly Performance Report/ETA-9153
(not submitted by State LMI and Green Capacity Building Grantees)
– Quarterly Narrative Report
 The Official Grant Recipient (Authorized
Grantee Representative) is responsible for
submitting Quarterly Progress Reports
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RAD Central Station: A Tour of
the Next Stop on the Data Train!
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RAD Training Outline
for Authorized Grantee Representatives and Administrators
 Log In to RAD System
 RAD System - General Information
 Administration
 Participant Information
 Quarterly Progress Report (QPR)
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Log In to RAD System
This section provides instructions for:
 Logging in to RAD System – by Authorized Grantee
Representative
 Logging in to RAD System – by Administrator
 Reviewing RAD System Home Page
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Log In to RAD System by Authorized
Grantee Representative
 Open the ETA Program Reporting e-mail to obtain the RAD System
website, Grantee Password and PIN.
 Click on the link to the RAD system website
 Enter your Password and click Login.
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Log In to RAD System
 Open the email - [email protected] from the
Authorized Grantee Representative to obtain the RAD System URL,
your Login ID and Password.
 Enter your Login ID and Password, and click Login.
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Review RAD System Home Page
 Function
Tabs
User Login Data
Grantee Information
 Welcome
Message
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Administration
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Administration
This module allows you to:
 View Users
 Create New User
– Administrator
– Case Manager
– Read Only
 Update User
 Deactivate/Reactivate User
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Add New User
 Click ADMIN on the RAD System menu bar. The User Management
Overview screen is displayed. Authorized Grantee Rep and
Administrator see all Grantee staff users (that have been added).
 Click Add New User to add a user.
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Add New User (Continued)
 If you clicked Add New User, fill in new user information.
 Select new user’s role
(Administrator, Case Manager, or Read Only).
 Click Save. The user will receive an email with the RAD website, their
Login ID and Password.
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Update User
 If you clicked User’s name link in the User Management Overview
list, the Update User screen is displayed.
 Update the desired fields. Only the user may change his own
password. Also, you may de-activate the user on the Update screen.
 Click Save to enter the updates to the user’s record.
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Participant Data
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Participant Information
This section allows you to:
 View Participants
 Add New Participant
– Enter Program Information
– Enter Education or Job Training
– Enter Other Grant Funded Services
– Enter Employment and Follow-up Info
– Enter Gap of Service or Manual Exit
– View Participant Summary
 Update Existing Participant Information
 Reassign Participants among Case Managers
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View Participants
 Click Participants on the RAD System menu bar to access the
Participants Overview screen.
 Authorized Grantee Rep and Administrator can view participants for
all case managers.
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Add New Participant
 Click Participants on the RAD System menu bar to process RAD
participants.
 Click Add New Participant to enter a new participant to the System.
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Add New Participant (Continued)
 The Add New Participant screen is displayed (for better viewing
purposes, only Part 1 is displayed above).
 Fill in the Participant information. The red asterisks (*) indicate
required fields. If a specific data format is required, it is shown next to
or below the field.
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Add New Participant (Continued)
 Continue entering Participant information by selecting the appropriate
data.
 If you select Yes in the Social Security Number field, an additional
field is displayed for entering the Participant’s SSN (
).
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Add New Participant (Continued)
 Continue entering Participant information by selecting
the appropriate Other Demographics data.
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Add New Participant (Continued)
 Continue Participant information by entering the Date of Participation.
Note: Date of Participation cannot be updated after this screen (Add
New Participant) is saved for the first time.
 Indicate the Participant’s current employment status.
 Click Save to enter the new Participant.
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Add Participant Program Information
Participant Menu Tabs
 After you save the New Participant’s record, the Program Information screen is
displayed.
 Fill in the program information. Green Industry Sector is only filled in for specific
grants (defined on the screen, above the field).
 Click Save to enter the Participant’s program information record.
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Add Participant Program Information
 If you select Yes to “Has Participant Successfully Completed the
Program?” - additional fields are displayed as shown above.
 Enter the Participant’s credential information.
 Click Save to enter the Participant’s program information record.
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Add Participant Program Information
 If you select Yes to “Attained Additional Credentials?” – a new
section is displayed as shown above.
 Enter the date that each additional credential was obtained (up to
15 additional credentials).
 Click Save to enter the Participant’s program information record.
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Participant Summary
 To review the Participant’s Summary screen, click the Participant’s
name link on the RAD Participants Overview screen.
 After the Participant is selected, you can move to the Summary screen
from other functions by clicking the Summary tab on the Participant’s
menu bar.
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Add Education or Job Training
 From the Participant’s Summary screen, click the
Add New Activity link.
 The Education or Job Training screen is displayed.
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Add Education or Job Training
(Continued)
 Fill in the new activity date(s) and select activity type.
 Click Save. The activity will display on the Participant’s
Summary screen.
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Add Other Grant-Funded Services
 From the Participant’s Summary screen, click the Add Other
Grant-Funded Services link.
 The Other Grant Funded Services screen is displayed.
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Add Other Grant-Funded Services
(Continued)
 Select the Other Grant-Funded Service type and date(s).
 Click Save. The Other Grant Funded Service will display
on the Participant’s Summary screen.
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Employment and Follow-up
 Fill in the Participant’s Entered Employment data.
 Green Industry Sector is only filled in for specific grants
(defined on the screen, above the field).
 Enter Date of Contact with Participant.
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Employment and Follow-up
(Continued)
 Select the Quarter 1 and Quarter 2 Follow-up indicator (Y/N) and
date for Participant’s employment.
 Enter Follow-up Notes as necessary.
 Click Save to enter the Participants Employment and Follow-up
record.
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Participant Exit
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Gap In Service
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Reassigning Participants

From the Participants Overview screen, Authorized Grantee Reps and
Administrators may reassign Participant(s) among case managers.

Select the Participant(s) you want to reassign.

Select the receiving Case Manager in the Reassign Checked Cases to field.

Click Submit. Checked Participants are reassigned to selected Case Manager.
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Quarterly Progress Reports
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Quarterly Progress Report
In this section you will learn to:
 Select Desired Quarterly Progress Report
– Enter Program Criteria (Case Manager, Program Year, and Quarter)
 Generate your Quarterly Progress Report for Viewing or
Printing
 Upload your narrative report
 Certify and submit your Quarterly Progress Report
(Authorized Grantee Representatives Only)
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Quarterly Progress Report
(Continued)
 Click the Reports tab from the RAD menu bar.
 The Reports screen is displayed.
 Click the Grantee Quarterly Performance Report link.
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Quarterly Progress Report
(Continued)
Program Year (PY) Schedule:
PY 2009: July 1, 2009 – June 30, 2010
PY 2010: July 1, 2010 – June 30, 2011
PY 2011: July 1, 2011 – June 30, 2012
PY 2012: July 1, 2012 – June 30, 2013
PY 2013: July 1, 2013 – June 30, 2014
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Quarterly Progress Report
(Continued)
 Select the Quarter for the QPR.
 Click Build Report to view QPR online. Click Printable
Report to print the QPR.
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Quarterly Progress Report
(Continued)
22
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Quarterly Progress Report
(Continued)
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Quarterly Progress Report
(Continued)
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Quarterly Progress Report
(Continued)
Before Upload
After Upload
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Quarterly Progress Report
(Continued)
 To submit the Quarterly Progress Report, it must be Certified by
entering the PIN supplied to the Authorized Grantee Rep
 Click Certify to submit the Quarterly Progress Report to ETA.
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Quarterly Progress Report
(Continued)
 After the QPR is certified and submitted, a
confirmation message is displayed.
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Resources and Next Steps
 For RAD access information please contact the RAD help
desk at 202-693-2682 or [email protected].
 For all other questions, please contact your FPO
 Submit Quarterly Progress Reports through the RAD
System:
– The Reporting deadline for the quarter ending June 30, 2010, has
been extended to August 27, 2010
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Feedback on Presentation
 We’d like to hear your feedback on this
presentation!
 Please use your SGA’s Community of
Practice to send us feedback!
– etp.workforce3one.org
– sesp.workforce3one.org
– healthcare.workforce3one.org
– pathways.workforce3one.org
– Lmii.workforce3one.org
– gcb.workforce3one.org
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Stay Informed, Get Connected!
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For more information about the Workforce
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www.workforce3one.org
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