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Sacramento Works Financial Assistance Directive Training
“Preparing People for Success: in School, in Work, in Life.”
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Financial Assistance Directive:
2(WIA Directive #IS02-08, Revision #7, page 1)
This directive defines polices and procedures for career center and training sites for WIA enrolled customers.
We will discuss financial assistance available, required documents, and limits.
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Scholarship Award Policy
3(WIA Directive #IS02-08, Revision #7, page 3)
Approval of Scholarship Award:
1)Completion of the Scholarship Application – SWCC
2)Complete Financial Needs Assessment – SWCC, SWTC & OJT/SE
3)Research Other Sources of Financial Aid – SWCC & SWTC
4)Meet Local Labor Market Demand (Critical Occupational Cluster/ CareerGPS) – SWCC & OJT/SE
5)Complete all sections of the SacWorks SacWorsk IEP/Training Assessment Template – SWCC, SWTC & OJT/SE
6)Coaches must review the results of the customer’s Background Wizard. The Background Wizard must be complete and up to date – SWCC, SWTC & OJT/SE
4(WIA Directive #IS02-08, Revision #7, page 5)
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Support Services Policy
5(WIA Directive #IS02-08, Revision #7, page 8)
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Support Services Policy Support service may be provided to enrolled
individual.
Gold Standard Random Assignment Post-Study.
Group 3 (Full WIA Services).
6(WIA Directive #IS02-08, Revision #7, page 9)
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Support Services Policy continue…
Research alternative resources first.
7(WIA Directive #IS02-08, Revision #7, page 9)
Documented on the SacWorks IEP/Financial Assistance Template, Section 4: “Financial Assistance Assessment Results.”
Must have JTA Activity Code 81 – Supportive Service.
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Support Services Policy continue…
SWTC’s will be able to maintain a small supply of scrip, not to exceed a total value of $200.
Each SWTC must develop its own system of tracking scrip.
Scan supporting documents into the Vault.
8(WIA Directive #IS02-08, Revision #7, page 9)
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Support Services Policy continue…
Initial amount for support services: $2,500.
Additional amount may be obligated with the express written approval of a Regional Manager or the Deputy Director.
Maximum Support Service Award
Justification is documented.
9(WIA Directive #IS02-08, Revision #7, page 9)
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Justification to Provide
Support Services
10(WIA Directive #IS02-08, Revision #7, page 9)
Scrip or Bus Passes:
The provision of scrip and bus passes as support services must be
justified by the training center or career center and approved by the
site supervisor. Documentation as to the need/justification for the
support service must be written in
SacWorks Support Service Template Section 4: “Justification for
Assistance.”
11(WIA Directive #IS02-08, Revision #7, page 9)
Cash (non-scrip)
www.childaction.org/theceldotnet/Sacramento.asp, 2-1-1
Sacramento, or the Sacramento Community Resources link
on SETA’s website (www.seta.net)
12(WIA Directive #IS02-08, Revision #7, page 9)
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Scrip/Bus Pass Support Services
1. Scrip Categories Type of Scrip Documentation Required a. Work Clothing or
Work Tools
Target Original letter from employer or original receipt
b. Transportation Shell SacWorks printout or mileage log (Attachment 6)
c. Food Raley’s/ Bel Air, Target
Original receipts (from any grocery retailer)
2. Daily RT Bus Passes Bus Pass Job Search Log (if applicable)
13(WIA Directive #IS02-08, Revision #7, page 10)
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Stipulation for Scrip or Bus Passes:
14(WIA Directive #IS02-08, Revision #7, page 10)
Transportation
Transportation assistance is allowable for enrolled
customers in the form of scrip (Shell) or bus passes.
Shell gas cards in $25
increments are allowed
for customers with
automobiles for a
maximum amount of $100
per month. Mileage Log
15(WIA Directive #IS02-08, Revision #7, page 10)
Work Clothing; Tools and Food:
Raley’s /Bel Air scrip can be used for food
for customers without adequate nutritional
resources. Original receipts will be
required and attached to the
Fiscal Transmittal Form.
16(WIA Directive #IS02-08, Revision #7, page 10)
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Processes to Order and Replenish Scrip
17(WIA Directive #IS02-08, Revision #7, page 10)
Ordering Scrip and Bus Passes:
The initial order and any subsequent increases of scrip and
bus passes will require a SETA requisition that is signed by
the site supervisor, the Regional Manager, or the Deputy
Director and forwarded to the SETA Fiscal Department for
approval.
18(WIA Directive #IS02-08, Revision #7, page 10)
Replenish Scrip:
To replenish scrip and bus
passes, the
SETA Fiscal Transmittal is
returned by SWCC staff to the
SETA Fiscal Department at
least monthly with any required
supporting documentation.
19(WIA Directive #IS02-08, Revision #7, page 10)
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Cash (non-scrip) support services
20(WIA Directive #IS02-08, Revision #7, page 11)
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Categories:
1. Rental Assistance
2. Child Care Assistance
3. Miscellaneous Support Services
21(WIA Directive #IS02-08, Revision #7, page 11)
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Stipulation for Cash Support Services:
22(WIA Directive #IS02-08, Revision #7, page 11)
Rental Assistance:
Research and access alternative sources.
Rental Verification Form signed by the property owner/manager.
$800 per month, except for special circumstances.
23(WIA Directive #IS02-08, Revision #7, page 11)
Child Care Assistance:
The Child/Dependent Care Verification Form.
Child care assistance is $1,000 per month.
24(WIA Directive #IS02-08, Revision #7, page 11)
Miscellaneous Support Service:
Enrolled in WIA.
Enter and complete training.
No other resources available to address the customer’s need.
Books, fees, uniforms, tools, minor vehicle repair not to exceed $200 per repair, vehicle and driver’s license fees, etc....
25(WIA Directive #IS02-08, Revision #7, page 11)
Miscellaneous Support Servicecontinue:
Original receipts must be submitted.
Coaches must obtain original invoices, receipts, and documentation from customer.
26(WIA Directive #IS02-08, Revision #7, page 11)
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Incentive Policy
27(WIA Directive #IS02-08, Revision #7, page 13)
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Allowable Benchmarks & Appropriate Documentation
Allowable Benchmark Appropriate Documentation AmountEducation/Training/OJTCourse completion/Certification
Letter of completion from school or employer, Certificate/Diploma
$50
Workshops (minimum of 3 workshops)
Certification of completion or SacWorks printout (minimum 2 visits)
$25 for every 3 workshops up to $100
maximumJob Placement
Copy of job offer, pay stub, or SETA Employment Placement Form (Attachment 12)
$50
28(WIA Directive #IS02-08, Revision #7, page 14)
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ScholarshipsType of Service
Required Documents Limits
WIA
Funded
Training
Scholarship Application (Attachment 4) Financial Needs Assessment print-out
(Attachment 3) JTA activity enrollment - (Transitional) Signed Service Agreement (Also send to Fiscal)
(Attachment 2) SacWorks IEP/Financial Assistance Template
(Attachment 5) Financial Obligation Form (Attachment 10) Gold Standard Random Assignment Group 3 –
Full WIA Services, post study, if appropriate.
Maximum of $5,000 per
customer, or up to $10,000 if
the Financial Needs
Assessment indicates a client’s
inability to pay the full amount
of the cost of training.
Manager or Deputy Director
approval and justification on
SacWorks IEP/Financial
Assistance Template required
for amount exceeding $5,000
29(WIA Directive #IS02-08, Revision #7, page 16)
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Support ServicesType of Service Required Documents Limits
All support
services:
-Scrip
-Cash
(Non-Scrip)
-Bus passes
Documentation requirement depends on the type of
support service provided, either scrip or cash. See
instructions below. Gold Standard Random Assignment Group 2 or 3,
post study, if appropriate. SWTCs must submit a SWTC Support Service and
Incentives Request form (Attachment 13) for all
support service and incentive requests, cash or non-
cash.
Maximum amount of
$2,500 for either scrip or
cash, or a combination
of both. Up to $5,000,
in support services is
allowable with proper
justification on
SacWorks IEP/Financial
Assistance template and
written approval by the
Regional Manager or
Deputy Director.
30(WIA Directive #IS02-08, Revision #7, page 16)
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ScripType of
Service
Required Documents Limits
Gas Cards
(Shell)
Minimum of three (3) visits per $25.00 scrip (SacWorks printout) or mileage
log (Attachment 6) Document provision of scrip on section 6 of SacWorks IEP/Financial
Assistance Template (Attachment 5). Add notes to existing template each
time scrip is provided. Customer signature on Fiscal Transmittal (Attachment 7)
$100 per month
Food (Raley’s/
Bel Air, Target)
Original receipts Document provision of scrip on section 6 of SacWorks IEP/ Financial
Assistance Template (Attachment 5). Add notes to existing template each time
scrip is provided. Customer signature on Fiscal Transmittal (Attachment 7)
Determined by
needs of
customer.
Work Clothes/
Tools (, Target)
Original letter from employer or original receipt Document provision of scrip
on Section 6 of SacWorks IEP/ Financial Assistance Template (Attachment 5).
Add notes to existing template each time scrip is provided. Customer signature on Fiscal Transmittal (Attachment 7)
Determined by
needs of
customer.
31(WIA Directive #IS02-08, Revision #7, page 17)
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Cash/Non-Scrip Support Services
32(WIA Directive #IS02-08, Revision #7, page 18)
Bus PassesType of
Service
Required Documents Limits
Gas Cards
(Shell)
Minimum of three (3) visits per $25.00 scrip (SacWorks printout)
or mileage log (Attachment 6) Document provision of scrip on section 6 of SacWorks
IEP/Financial Assistance Template (Attachment 5). Add notes to
existing template each time scrip is provided. Customer signature on Fiscal Transmittal (Attachment 7)
$100 per month
Food
(Raley’s/Bel
Air, Target)
Original receipts Document provision of scrip on section 6 of SacWorks IEP/
Financial Assistance Template (Attachment 5). Add notes to
existing template each time scrip is provided. Customer signature on Fiscal Transmittal
(Attachment 7)
Determined by
needs of
customer.
Work Clothes/
Tools (, Target)
Original letter from employer or original receipt Document
provision of scrip on Section 6 of SacWorks IEP/ Financial
Assistance Template (Attachment 5). Add notes to existing
template each time scrip is provided. Customer signature on Fiscal Transmittal (Attachment 7)
Determined by
needs of
customer.
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(WIA Directive #IS02-08, Revision #7, page 19)
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Incentives (Scrip Only)
34(WIA Directive #IS02-08, Revision #7, page 19)
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FORMS
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Financial Needs Assessment
Mileage Claim
Fiscal Transmittal
Child/Dependent Care Verification
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Lost/Missing Receipt Declaration
Placement Form
Supportive Service/Incentive Request Form
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Financial Obligation Form
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“Preparing People for Success: in School, in Work, in Life.”
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