Chicago Cook Workforce Partnership. WIA Exit Policy 1A/1D focused

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1 Chicago Cook Workforce Partnership WIA Exit Policy 1A/1D focused

2 Topics DCEO Policy Letter N0. 12-PL-02 How DCEO identifies and tracks active customers. Exit strategy

3 DCEO WIA Policy Letter No. 12-PL-02 WIA Customers who are not active for 90 days should be exited must be exited. If a customer has reached 110 days without an active service in IWDS, DCEO will complete the Exit using the last active service date as the exit date. It is not required to wait 90 days if the customer is no longer active and there are no plans to re-engage the system.

4 How DCEO identifies and tracks active customers DCEO uses IWDS to identify whether or not a customer is active. This is accomplished through the service activities assigned to customers in IWDS. 4

5 How to use service activities to indicate that a customer is active SCENARIO 1 Ongoing services, such as, Vocational Training are considered active engagement. SCENARIO 2 Episodic services, such as, case management, is referred to as SAME-DAY SERVICE and is considered active. Same-day services are one day occurrences and a new service activity must be opened for each episode.

6 Active Service - Scenario 1 CUSTOMERS ATTENDING TRAINING

7 Training Activities Initially identified by opening a service activity in IWDS. Training MUST be justified in customer s Individual Employment Plan. Ongoing engagement with case manager must be supported in IWDS by case-notes at least once every 30 days. Proof that customer is going to school through attendance sheets and progress reports.

8 Opening Training Activity After you have confirmed that a customer has started either Vocational Training, On-the-Job training or Customized Training, open the appropriate activity in IWDS. Keep in contact with customer providing on going case management. Record this case management by opening same-day services activities after each episode of case management. Also, record a corresponding case note in IWDS. Close the training activity upon completion of the activity.

9 Active Service - Scenario 2 CUSTOMERS NOT ATTENDING TRAINING

10 Customers not attending training Customers whose IEP/ISS did not assess a need for training. Customers who have completed training.

11 Same-Day Services Every time a same-day service is opened for a customer the 90 day clock is reset and begins ticking From the date a same-day service is entered in IWDS, the customer can be considered active for 90 days. Each separate same-day service must be accompanied by case-note describing the delivery of that service.

12 List of SAME DAY services that indicate Active program service Career Planning (Vocational Counseling) Case Management Guidance and Counseling Individual Job Development Job Club Job Referral and Placement Other Job Search Assistance Out-of-Area Job Search Relocation Screened Referral Self Directed Job Search 12

13 These are not considered Active services Determination of Eligibility. Self Directed Job Search that does not result in a referral to a job. Services and activities specifically provided as follow-up services such as regular contact with the customer to obtain information regarding his or her employment status, educational progress, need for additional services, or income support payments. Fiscal Records showing payments for support.

14 Entering a Same-Day service in IWDS You should be entering the Same-Day in real time. At the time you deliver a service you should record the service activity. The case note that accompanies the Same-Day service serves as supporting documentation for that service. The policy letter defines the what each service is. Case managers should ensure that definition of the service being selected matches what was delivered.

15 Definitions of Same-Day services

16 Definitions of Same-Day services - continued

17 Same-Day Service Steps to adding a Same-Day Service

18 Adding Initial Same Day Service Step 1

19 Adding Initial Same Day Service Step 2 19

20 Adding Initial Same Day Service Step 3 20

21 Adding Initial Same Day Service Step 4 21

22 Adding Initial Same Day Service Step 5 22

23 Adding Initial Same Day Service Step 6 23

24 Adding Initial Same Day Service Step 7 24

25 Updating Same Day Service - Adding Episodes Once a particular service activity has been created, you may update that service to reflect additional same day services, if appropriate. This is accomplished by viewing the service then clicking the service you want to update in the service provided column. Then click on Add Additional Episode Make sure to add a case note to substantiate service.

26 Updating Same Day Service Step 1

27 Updating Same Day Service Step 2

28 Updating Same Day Service Step 3

29 Updating Same Day Service Step 4

30 Updating Same Day Service Step 5

31 Updating Same Day Service Complete

32 Exit Strategies Strategy A: To be used with customers whose last active service was in the quarter previous to their employment start date. Strategy B: To be used with customers whose last active services was in the same quarter as their employment start date.

33 WIA Entered Employment Performance Measure Percentage of customers who are working in the FIRST quarter after exit.

34 Exit Strategy A Step 1 - Record placement data under the customer s employment screen in IWDS. Step 2 - Collect supporting documentation to support employment. Step 3 Verify that you have achieved the goals of the IEP. Step 4 Exit the customer on the same date that the last active service was recorded using the exit reason Entered Unsubsidized Employment. Step 5 Enter supplemental employment information in the first quarter after exit screen.

35 EXIT Strategy A O c t Date of last active service and EXIT DATE J a n Employment Start Date A p r J u l Exit Quarter 1 st qtr. after Exit

36 Exit Strategy B Step 1 - Record placement data under the customer s employment screen in IWDS. Step 2 - Notify customer that you will be contacting him every 30 days to see how things are going and that at the end of the quarter you will need to secure documentation to support employment. Step 3 In the first few weeks of the 1 st quarter after exit ensure that the customer is still employed and collect the support documentation. Step 4 Verify that you have achieved the goals of the IEP. Step 5 Exit the customer on the same date that the last active service was recorded using the exit reason Entered Unsubsidized Employment. Step 6 Enter supplemental employment information in the first quarter after exit screen.

37 EXIT Strategy B O c t Date of last active service and EXIT DATE J a n Exit Quarter A p r 1 st Quarter After Exit J u l Employment Start Date Continue contacting customer every 30 days. Verify that customer has remained employed into next quarter. If customer has established solid employment, perform exit using the last active service date.

38 Q & A

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