Quarterly Performance and Narrative Reporting

Integrated Work Plan – Jobs and Innovation Accelerator Challenge (JIAC)

OMB Control Number 1205-0507 Expiration Date: 05/31/2016

Project Name: ______________________________________________________________________

Quarter Ending: xx/xx/xxxx Submission Date: xx/xx/xxxx

EDA Grantee Name: ETA Grantee Name & Grant Number: SBA Grantee Name:

EDA Point of Contact: Name, Phone Number, Email ETA Point of Contact: Name, Phone Number, Email SBA Point of Contact: Name, Phone Number, Email

Project Objective	Funding Agency	Resource/Inputs/-Leveraged Funds	Activity	Activity Output (& reporting timeframe)	Program Outcome	Progress Report (based on outcomes)
Example: Accelerate the formation of new financial services-focused small businesses.	SBA	SBA grant funds (Funding Agency) MBDA Business Center	Technical assistance for 7(j) eligible small and minority-owned businesses	12 months: 50 small businesses receive specialized technical assistance - at least 15 minority owned	20 new businesses participating in the cluster, at least 2 minority owned	Example: Provided five (5) small businesses technical assistance, including one minority-owned business. Example: Partner participation; Movement toward program outcomes;
	EDA	EDA grant funds (Funding Agency)	Cluster intermediary outreach to small and minority-owned businesses	12 months: Conducts 40 outreach calls - at least 12 minority owned	200 new jobs created in the cluster	Example: Conducted eight outreach calls, including six to minority-owned businesses.
Example: Train workers to fill financial services skill gaps identified by the cluster	ETA	H1-B funds (Funding Agency) Existing community college resources WIA funding to train dislocated workers Software donated by a local bank Outreach by local community-based organization	Initial assessment of participant skill levels Comprehensive case management services to unemployed workers Industry-recognized financial services training course at Community College	Q2: Initiate assessments and case management services Q3: Start enrolling participants Q6: First cohort of participants completes training At the end of 48 mo. 200 total participants served. 125 unemployed workers served 75 incumbent workers served 160 participants receive degree or credential	150 participants enter employment in the cluster 70 participants retain employment in the cluster 130 participants earn an average or above-average wage in the region	Example: Contacted employers for initial conversation on how to implement On-the-Job Training. Example: Contacted Department of Energy (DOE) for additional technical assistance on how to maximize training in Green Jobs utilizing employer input. Example: Conducted first strategy meeting on how to coordinate all sub-grantees and ensure all project goals are in line with statement of work (SOW).

“Other” Updates:

Funding Agency/Project	Barriers to Success	Best and Promising Practices/Project Achievements	Additional Information
ETA
EDA
SBA

Integrated Work Plan Definitions

• Integrated Work Plan: Demonstrates how the proposed project concept will produce substantial benefits and meet the objectives of the grantee statement of work (SOW).

• Project Objective: The proposed solution to an identified need in order to support and/or grow the cluster.

• Funding Agency: The funding agency for the above objective.

• Resources/Inputs: What will be invested in the project (funds, partners, equipment, etc.) to meet the objective? This should include funding sources included in the SOW, as well as leveraged funds if applicable.

• Activity: The specific proposed activities or programs the inputs will be used for.

• Activity Output: The immediate results of the investment in this activity, and what will be reported to show successful use of resources/funds.

• Activity Output and Reporting Timeframe: The period of time to produce the activity output. Since different funding sources have different performance periods, applicants should suggest reporting timeframes according to the requested funding source. Appropriate reporting timeframes are intervals of 12, 24, 36 and 48 months, but the applicant can also suggest other timeframes. The EDA performance period is up to 24 months. The ETA performance period is up to 48 months. The SBA performance period is 12 months, and applicants can propose an additional 12 months.

• Program Outcome: The medium and long-term changes that lead to achievement of the objective as a result of the activities.

• Progress Report: Describe the synergistic effect the current quarter contributed to the long-term success of the project based on the proposed outcomes.

• Barriers to Success: Describe any barriers or challenges the project team incurs during the reporting period that impacts the overall success of the project. This would also be a great space to indentify types of support that would help overcome the barriers or challenges described from Federal Support Teams.

• Best and Promising Practices/Project Achievements: Describe any best or promising practices the project identifies during the reporting period that could potentially be shared with other projects as a peer sharing product.

• Additional Information: This space can be utilized at the projects’ discretion to describe any other narrative-style details that would support how the program is achieving or progressing towards each activity.

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