1. WORKFORCE INVESTMENT ACT 2008 TRAINING PRESENTATION
Credentials, Job Placement, Program Exit, Program Follow-ups, Global Exclusions, Targeted Populations, Partner Programs and Special Projects

2. Credentials What is a credential?
A credential is a certificate awarded in recognition of an occupational or technical skill that is nationally recognized. Also, the credential attainment results from a participant receiving approved training.
Examples of a credential are:
Degree or Certificate in secondary school, post-secondary school, adult education programs or any other organized program of study that leads to a General Educational Development High School Diploma (GED).

3. Credential Documentation
What are some of the acceptable source documents?
The actual certificate, diploma, license, degree, transcript or letter from school.
Collateral form
Note: The collateral form must have the type credential, attainment date, representative’s signature and/or name documented.

4. Recording Credential
A credential can only be counted once under federal measures. If a participant has been approved for training that results in an attained credential, the case manager must ensure that the credential is recorded during participation or within 9 months from the participant’s program exit date.
Note: If the approved training program provides for an Occupation Completion Point (OCP), the case manager may want to enter such information into the State Management Information System to ensure proper credit in cases where the participant does not complete the program which end result is a degree or certificate. It should also be noted that under common measures, certificates issued by the workforce investment boards and work readiness are not included in the federal measure.

5. Recording Credential continued…
It is the case manager’s responsibility to ensure that credential attainment information is entered into the State MIS to reflect the document used to support the entry. The following information is critical and should be recorded accurately:
Credential Types (HS/GED, AA/AS, BA/BS, Occupational Skills License, Occupational Skills Certificate or Credential, Occupational Completion Point (OCP)
Credential Attainment Date
Note: The credential attainment date is the date affixed on the actual credential or document you are using to support the entry into the State MIS.

6. Recording Credential continued…
It is critical that the case manager records credential information accurately to ensure positive results for quality assurance and data validation purposes.
A credential can be reported for all customer groups:
Youth
Adult
Dislocated Worker

7. Recording Credential continued…
There are three place holders for recording a credential in EFM for performance reporting.
Activity Record
Case Closure Record
Follow-up Record
Note: A credential can also be added to the Background wizard for resume purposes only.

8. Recording Credential continued…
It is important to know the following information prior to recording a credential:
Credential Recorded in the Activity – the activity must be closed before a credential is added.
Credential Recorded in the Case Closure – all activities must be closed before a case closure can be created.

9. Recording Credential continued…
Record a Credential in the Follow-up Record – the credential can be recorded in this section once the case “soft exits” from the program or partner program and when a follow-up is due.

10. Job Placement
A Job Placement occurs when an individual has accepted unsubsidized employment with an employer.
The recording of employment/job placement information is critical when a participant has obtained or retained employment prior to exit/termination from the WIA Program. Case managers should enter a job placement in the State MIS in order to receive credit for performance purposes.

11. Job Placement Verification
Employment should be verified prior to entering the Job Placement information into the State MIS. RWBs may establish a policy that requires case managers to collect the following information:
Employer Name
Employer Address
Verification Date

12. Job Placement Verification – continued…
Job Start Date
Hourly, Bi-weekly or Monthly Wage
Employer Representative Signature and date
Note: There are several methods used to verify information i.e., collateral form, case notes, new hire report, pay stub etc. Please be sure that all of the components above are documented.

13. Program Exit Who is an Exiter?
Soft Exit - A participant who does not receive any WIA funded or non-WIA funded partner service for 90 consecutive calendar days and is not scheduled for future services except follow-up services.
Note: When a WIA case is closed, Wagner-Peyser services will not reopen the WIA case closure, but will keep the case from “soft exiting.” Currently, Wagner Peyser is the only Program that will extend participation.

14. Program Follow-ups
Common measures require follow-up to be conducted 1st, 2nd, 3rd and 4th quarters after exiting the WIA program.
Follow-up services apply to all customer groups:
Youth
Adult
Dislocated Worker
Note: Program follow-ups are required for Adults and Dislocated Workers where any activity was funded with formula dollars. Regardless of the funding source, follow-ups are required for all Youth.

15. Monitoring Case Follow-ups
In order to ensure that follow-ups are conducted at the required intervals, EFM will allow the case manager to manage cases.
On the left navigation menu, select Manage follow-up and surveys and go to WIA Exiters for Follow-up and select workforce area, month record due, year, one-stop, follow-up type.

16. Global Exclusions
A participant who is hard exited has a planned gap in service that will exceed 90 days. This individual is not considered an exiter and does not count in performance.
The participant who is hard exited (Global Exclusion) falls under one of the reasons listed below:
Health/Medical – Participant receiving medical treatment that precludes entry into unsubsidized employment or continued participation in the program.
Institutionalized – Participant is residing in an institution or facility providing 24-hour support, such as a prison or hospital.

17. Global Exclusions – continued…
Deceased
Reservist called to active duty – Participant is a member of the National Guard or military Reserve unit and is called to active duty.
Family care – Participant is providing care for a family member with a health/medical condition that precludes entry into unsubsidized employment or continued participation in the program.

18. Global Exclusions – continued…
Relocated to a Mandated Program – Youth participants only, the participant is in the foster care system or another mandated (residential or non-residential) program and has moved from the area as part of such a program. This does not include relocation to a Job Corps center.

19. Targeted Populations
A special population is a targeted group of individuals who receive workforce system services. See targeted populations identified below:
Veterans
Individuals with disabilities
Youth aging out of foster care
Out-of-school youth
Older workers
Offenders
Public assistance recipients

20. Targeted Populations – continued…
In order for information to be reported on the targeted populations, the case manager must ensure the data fields in the application are recorded accurately.
These populations need access to the services offered through the One-Stop Career Centers and are reported in the WIA Annual Report as well as the Balanced Scorecard Level of Services Indicator.

21. Mandatory One-Stop Partners
Who are the Mandatory One-Stop Partners?

22. Mandatory One-Stop Partners – continued…
Mandatory Partner Programs
Adult and Dislocated Worker Programs (including Veterans, Workforce Investment Act Programs, Migrant Seasonal Farmworkers Program and Indian and Native American Programs)
Youth Services including Job Corps, and Youth Opportunity Grants
Wagner-Peyser Programs (Employment Service)
Adult Education
Post-Secondary Vocational Education
Vocational Rehabilitation
Title V of the Older Americans Act

23. Mandatory One-Stop Partner – continued…
Trade Adjustment Assistance
Veterans Employment and Training Programs
Community Service Block Grant activities
Employment and Training activities carried out by the Department of Housing and Urban Development
Unemployment Insurance Programs (including claims taking)
Welfare Transition/Temporary Assistance for Needy Families
Food Stamp Employment and Training

24. Optional One-Stop Partners
What is an Optional Partner Program?
These are programs and/or services offered by a provider or entity not described under the Mandatory Partner Program section.

25. Optional One-Stop Partners
Other appropriate federal, State, or local programs providing services such as transportation, child care, services offered by community colleges and economic development boards.
Note: Case managers should indicate in the participant record when a partner program is involved. This ensures accurate reporting of partner program participation.

26. Special Projects
There are numerous special projects that are operated by the regional workforce boards and contractors. These projects are designed to provide activities in the local communities to employers, incumbent workers, new entrants to the workforce, veterans, persons with disabilities, youth, offenders, homeless etc.

27. Special Projects – continued…
Each Participant Reporting Instruction (PRI) outlines the project name, contract category, program data collection, funding source, grant award amount, date range, regional workforce boards affected, eligibility requirements, follow-up, performance requirements, etc.
Note: Participants are tracked in the State Management Information System.

28. Special Project Tips
Some of the most common issues found during the quality assurance review are:
The participant case file lacks required documentation to support eligibility requirements.
The WIA Application not showing the applicant as being employed at registration.
The participant case file lacks documentation from the employer or other source identifying the individual is in need of training.

29. Special Project Tips - continued…
The participant case file lacks documentation that the individual has completed training.
The participant case file lacks a copy of credential or other acceptable source document.
The credential information is not accurately recorded in the State MIS.
The required follow-up identified in the PRI for Job Retention after exit is omitted.
A participant case file containing information of other participants; including confidential data.

30. Related Websites Agency Website: www.floridajobs.org
Workforce Services Resources:

31. Agency Contacts Mershal Noble Government Operations Consultant II
(850)
Barbara Walker
(850)
Tammy Bacon
(850)
An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this document may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.