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WAGNER-PEYSER WAGNER-PEYSER SERVICES IN EFM SERVICES IN EFM

WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

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Page 1: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

WAGNER-PEYSER WAGNER-PEYSER SERVICES IN EFMSERVICES IN EFM

Page 2: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Services CodingServices Coding

000 – System generated self-service or staff-000 – System generated self-service or staff-generatedgenerated

100 – Core100 – Core 200 – Intensive200 – Intensive 300 – Training300 – Training 400 – Youth400 – Youth 500 – Referral Information (System 500 – Referral Information (System

generated)generated) 600 – System generated status changes (i.e., 600 – System generated status changes (i.e.,

Change Claimant To Non-Claimant) all have Change Claimant To Non-Claimant) all have been inactivatedbeen inactivated

700/800 – Placement Information700/800 – Placement Information E – Employer ServicesE – Employer Services

Page 3: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Self-ServiceSelf-Service

Job seekers who utilize EFM in the self-service mode (not Job seekers who utilize EFM in the self-service mode (not staff assisted) will trigger participation if they are staff assisted) will trigger participation if they are registered in the system and;registered in the system and;

are logged-in; andare logged-in; and conduct a job search which produces an “006 - Self conduct a job search which produces an “006 - Self

Service Job Search through VOS;” orService Job Search through VOS;” or select “Labor Market Services” and look at information select “Labor Market Services” and look at information

provided, to receive ” 005 - Self Service Labor Market provided, to receive ” 005 - Self Service Labor Market Research;” orResearch;” or

look up training provider information, which produces look up training provider information, which produces “004 - Self Service Information on Training Providers, “004 - Self Service Information on Training Providers, Performance Outcomes;” orPerformance Outcomes;” or

conduct a skills analysis, to receive “090 - Skills Self-conduct a skills analysis, to receive “090 - Skills Self-Assessment;” orAssessment;” or

elect to create a relect to create a réésumsuméé which produces a “007 - Self which produces a “007 - Self Service RService Réésumsuméé.”.”

Page 4: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Staff-Assisted ServicesStaff-Assisted Services

A job seeker who has a Wagner-Peyser A job seeker who has a Wagner-Peyser application and a service that commenced application and a service that commenced participation and was not employed at participation and was not employed at participation, receives no service for 90 days participation, receives no service for 90 days and is not active in a partner program, and is not active in a partner program, becomes an exiter and counts in becomes an exiter and counts in performance.performance.

The following slides show the Wagner-Peyser The following slides show the Wagner-Peyser services. services.

Services with the asterisk marks *** will Services with the asterisk marks *** will initiate or extend participation.initiate or extend participation.

Page 5: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Staff Assisted ***(000)Staff Assisted ***(000)

““006 - Self Service Job Search through 006 - Self Service Job Search through VOS;” orVOS;” or

” ” 005 - Self Service Labor Market 005 - Self Service Labor Market Research;” orResearch;” or

““004 - Self Service Information on 004 - Self Service Information on Training Providers, Performance Training Providers, Performance Outcomes;” orOutcomes;” or

““090 - Skills Self-Assessment;” or090 - Skills Self-Assessment;” or a “007 - Self Service Ra “007 - Self Service Réésumsuméé.”.”

Page 6: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

““VIEW”VIEW”

Some services that say “Self Some services that say “Self Service” are actually staff Service” are actually staff assisted. assisted.

Click on “View” to determine.Click on “View” to determine.

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Page 8: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated
Page 9: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

099 511N Issued and 099 511N Issued and Explained Explained http://www.floridajobs.org/pdg/msfw/5

11N.rtf

Explains the services that can be Explains the services that can be provided by the one-stop center. provided by the one-stop center.

Does not commence or extend Does not commence or extend participation but is necessary for participation but is necessary for performance of duties. (Not a performance of duties. (Not a reportable service)reportable service)

Not in sequenceNot in sequence

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100 Validate I-9100 Validate I-9

Does not commence or extend Does not commence or extend participation but is necessary for participation but is necessary for performance of duties. (Not a performance of duties. (Not a reportable service)reportable service)

Allows staff to see if an I-9 has Allows staff to see if an I-9 has been validated for an individual been validated for an individual and is on file in a one-stop center. and is on file in a one-stop center. (Not in order on “add services”)(Not in order on “add services”)

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101 ***Orientation101 ***Orientation

A structured, on-site session designed to acquaint customers with the one-stop and other available services and programs that can assist participants to secure employment. The length of this session may vary and should be provided by, or in conjunction with, One-Stop Center staff. Orientations that include filmed or electronic presentations of the One-Stop Center’s services are acceptable but must be documented as such on the services screen.

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Quality AssuranceQuality Assurance

Was an Orientation Service provided? (y, n)

If yes to Q16, was the orientation provided onsite by One-Stop staff? (y, n, x)

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102 ***Initial 102 ***Initial AssessmentAssessment

Job seekers receive an initial analysis of the strengths and weaknesses of their educational level, work history, and vocational skills; identification of employment barriers; and development of a plan (not necessarily a written employability plan) to utilize their strengths and reduce weaknesses.

Page 14: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Assessment Interview Documentation

When this service is provided by When this service is provided by one-stop staff, documentation one-stop staff, documentation consisting of specific assessment consisting of specific assessment points (i.e., points (i.e., strengths/weaknesses) should be strengths/weaknesses) should be recorded in the “Notes” screen at recorded in the “Notes” screen at the time of service entry. the time of service entry.

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Quality AssuranceQuality Assurance

Was an assessment provided? (y, n)

If yes to Q17, were the assessment results noted on the Notes screen or a Counseling Record Card? (y, n, x)

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103 ***Information on 103 ***Information on Training Providers, Training Providers,

Performance OutcomesPerformance Outcomes

The provision of specific training The provision of specific training related information that enables a related information that enables a customer to make informed customer to make informed choices relative to training choices relative to training opportunities and resources.opportunities and resources.

Automatic system Automatic system documentation.documentation.

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Page 18: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

104 ***Job Search 104 ***Job Search WorkshopWorkshop

A short seminar designed to provide A short seminar designed to provide participants with knowledge that will participants with knowledge that will enable them to find jobs. enable them to find jobs.

Subjects are not limited to, but must Subjects are not limited to, but must include, include, labor market information, labor market information, application/rapplication/réésumsuméé writing, writing, interviewing techniques and interviewing techniques and

how to find job openings. how to find job openings. Segments may be given at different times Segments may be given at different times

and this service can be taken once all and this service can be taken once all mandatory components are completed.mandatory components are completed.

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105 ***Job Finding 105 ***Job Finding ClubClub

Encompasses all elements of the Encompasses all elements of the Job Search WorkshopJob Search Workshop

Encompasses a period of at least 1-Encompasses a period of at least 1-2 weeks of structured, supervised 2 weeks of structured, supervised individual and/or group support individual and/or group support where participants attempt to where participants attempt to obtain jobsobtain jobs

Page 20: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

106 ***Provided Internet 106 ***Provided Internet Job Search Job Search

Support/TrainingSupport/Training

Worked with a job seeker to train Worked with a job seeker to train on using the internet for job on using the internet for job searchsearch– Using a mouseUsing a mouse– Using a search engineUsing a search engine– Using EFM, etc.Using EFM, etc.

Page 21: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

107 ***Provision of 107 ***Provision of Labor Market ResearchLabor Market Research Providing a job seeker with information pertaining to Providing a job seeker with information pertaining to

the socio-economic forces influencing the employment the socio-economic forces influencing the employment process in the local labor market area. process in the local labor market area.

Includes information related to: Includes information related to: occupational staffing patterns, occupational staffing patterns, hiring patterns, hiring patterns, working conditions, and working conditions, and pay of firms or industries. pay of firms or industries.

Helps the job seeker plan and carry out a successful Helps the job seeker plan and carry out a successful job search. job search.

Labor market information may be provided to job Labor market information may be provided to job seekers in person or via the telephone and may be seekers in person or via the telephone and may be provided as often as necessary. provided as often as necessary.

Duplication of a specific LMI service should be Duplication of a specific LMI service should be avoided. avoided.

Page 22: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Provision of Labor Market Information Documentation

When this service is provided by one-stop When this service is provided by one-stop staff, documentation should be recorded staff, documentation should be recorded on the “Notes” screen at the time of on the “Notes” screen at the time of service entry. service entry.

Documentation should include the Documentation should include the influencing force of the employment influencing force of the employment process, i.e., “Provided information on process, i.e., “Provided information on staffing patterns on ABC Corp.,” or staffing patterns on ABC Corp.,” or “provided trade dispute information “provided trade dispute information regarding XYZ Corp.”regarding XYZ Corp.”

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Quality AssuranceQuality Assurance

Q12 - Was "Provision of Labor Market Research" (LMR) service provided this program year? (y, n)

If yes to Q12, is there an entry on the case notes screen for the LMR service? (y, n, x) (Note: The requirement for LMR documentation only applies to the staff generated "Provision of Labor Market Research".

If yes to Q12a, was the specific LMR service provided in the entry? (y, n, x)

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109 ***Case 109 ***Case CoordinatedCoordinated ServicesServices Veteran Program staff use this Veteran Program staff use this

service to take credit for service to take credit for coordination with community coordination with community agencies and other federal, state, agencies and other federal, state, and local governments who and local governments who provide services. provide services.

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111 TAP Workshop111 TAP Workshop

Not a reportable serviceNot a reportable service Transition Assistance Program Transition Assistance Program

Workshop for Vets getting ready Workshop for Vets getting ready to leave the militaryto leave the military

Page 26: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

112 ***Job Fair112 ***Job Fair

A structured gathering and exhibition in an appointed A structured gathering and exhibition in an appointed place with individuals who are seeking employment place with individuals who are seeking employment with employers who are seeking workers. with employers who are seeking workers.

This assistance can be provided at the employer’s This assistance can be provided at the employer’s business location, the one-stop center, or another business location, the one-stop center, or another designated location with prior arrangements made by designated location with prior arrangements made by or in conjunction with one-stop center staff. or in conjunction with one-stop center staff.

Logs or applications taken at a job fairLogs or applications taken at a job fair should be retained for one year aftershould be retained for one year after the Program Year of the Job Fair. the Program Year of the Job Fair.

Referral to a job fair is not sufficientReferral to a job fair is not sufficient to obtain credit for this service. to obtain credit for this service.

Page 27: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Quality AssuranceQuality Assurance

Was a Job Fair service provided? (y, n)

If yes to Q19, is there documentation (sign-in sheet or application)? (y, n, x)

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113 ***Job Search Plan113 ***Job Search Plan

A plan that focuses on how to look for a job A plan that focuses on how to look for a job and may contain:and may contain:– What do you want to do? What do you want to do? – Where do you want to work? Where do you want to work? – What skills do you have that an employer would What skills do you have that an employer would

want? want? – How do you create a resume? How do you create a resume? – Where can you find out about open jobs?Where can you find out about open jobs?– Who can help you find a job? Who can help you find a job? EXAMPLE: EXAMPLE:

http://www.education.umn.edu/ETCS/career/advanced/JobSearch.pdf

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114 ***Staff Assisted 114 ***Staff Assisted Job SearchJob Search

Staff can select this service when Staff can select this service when they have provided job search they have provided job search services to a job seeker either services to a job seeker either through EFM or any other job through EFM or any other job search mechanism.search mechanism.

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115 ***R115 ***Réésumsuméé Preparation AssistancePreparation Assistance A session with a job seeker that A session with a job seeker that

instructs him/her how to write a instructs him/her how to write a rréésumsuméé and/or the one-stop staff and/or the one-stop staff will critique a written rwill critique a written réésumsuméé..

Providing a job seeker with a Providing a job seeker with a brochure on how to write a brochure on how to write a rréésumsuméé is not sufficient to credit is not sufficient to credit this as a service.this as a service.

Page 31: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Quality AssuranceQuality Assurance

Was resume assistance provided? (y, n)

If yes to Q15, was personal assistance in the development and production ofthe resume provided?

Page 32: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

116 ***Received 116 ***Received Service From Staff Not Service From Staff Not

ClassifiedClassified Staff time is expended providing a Staff time is expended providing a

service which is not listed in EFM.service which is not listed in EFM.

The service must be documented The service must be documented on the notes screen with the action on the notes screen with the action and the result of the action.and the result of the action.

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117 Outreach 117 Outreach Vet/MSFWVet/MSFW

Outreach performed on individual Outreach performed on individual job seeker. job seeker.

Does not commence or Does not commence or

extend participation butextend participation but

is necessary for performanceis necessary for performance

of duties.of duties. Not in sequenceNot in sequence

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118 - Failed To 118 - Failed To Respond To Call-In Respond To Call-In Not a reportable service Not a reportable service Can be used to note job seeker’s Can be used to note job seeker’s

failure to respond to an e-mail failure to respond to an e-mail regarding a referral.regarding a referral.

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120 ***Use Of One-Stop 120 ***Use Of One-Stop Resource Room / Resource Room / Equipment Equipment The job seeker comes into the The job seeker comes into the

resource room and makes copies resource room and makes copies of a rof a réésumsumé or uses telephone/fax é or uses telephone/fax machine.machine.

Use code 120 to record the Use code 120 to record the serviceservice

Page 36: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

123 ***Job 123 ***Job Development ContactsDevelopment Contacts

A job development is the process of A job development is the process of securing a job interview with a securing a job interview with a public or private employer for a public or private employer for a specific job seeker for whom the specific job seeker for whom the one-stop center has no suitable one-stop center has no suitable opening on file. If there is no opening on file. If there is no suitable opening on file in the one-suitable opening on file in the one-stop center, staff should make job stop center, staff should make job development contacts on behalf of development contacts on behalf of the customer. the customer.

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123 Job Development 123 Job Development ContactsContacts

Staff should enter the employer’s Staff should enter the employer’s name in the “Notes” screen. name in the “Notes” screen.

If staff later learns that the If staff later learns that the customer was hired on the job to customer was hired on the job to which a job development referral which a job development referral was made, a job order should be was made, a job order should be written and credit for the written and credit for the placement should be taken. placement should be taken.

Page 38: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

Quality AssuranceQuality Assurance

Was a Job Development contact recorded for the job seeker this program year? (y, n, x)

If yes to Q14, was the Job Development done according to Federal Regulations?

If yes to Q14, is the name of the employer on the Notes Screen? (y, n, x)

If yes to Q14, was a job placement realized as a result of the job development? (y, n, x)

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124 ***Received 124 ***Received Bonding AssistanceBonding Assistance

The bonding program provides federal The bonding program provides federal fidelity bonds to job seekers for whom fidelity bonds to job seekers for whom commercial bonds cannot be obtained, commercial bonds cannot be obtained, such as offenders. such as offenders.

Each local one-stop center should have Each local one-stop center should have an associate designated as the local an associate designated as the local bonding coordinator who is trained in bonding coordinator who is trained in procedures for providing bond coverage.procedures for providing bond coverage.

Service can only be taken by the person Service can only be taken by the person writing the bond.writing the bond.

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125 ***Job 125 ***Job Search/Placement Asst., Search/Placement Asst.,

including Career including Career CounselingCounseling

May be used to identify Priority May be used to identify Priority Re-employment Program Re-employment Program Placement Services.Placement Services.

Page 41: WAGNER-PEYSER SERVICES IN EFM. Services Coding 000 – System generated self-service or staff- generated 000 – System generated self-service or staff- generated

126 ***Tax Credit 126 ***Tax Credit CertificationCertification

The job seeker has been provided The job seeker has been provided information regarding the Work information regarding the Work Opportunity Tax Credit Program (WOTC). Opportunity Tax Credit Program (WOTC).

This service may be claimed for This service may be claimed for providing informational services providing informational services regarding the program.regarding the program.

Documentation of providing Tax Credit Documentation of providing Tax Credit information must be documented on the information must be documented on the “Notes” screen by providing the “Notes” screen by providing the qualifying WOTC Tax Credit eligibility qualifying WOTC Tax Credit eligibility criteria.criteria.

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128 ***Assigned Case 128 ***Assigned Case Manager - Vets Only Manager - Vets Only This is a service for veterans only.This is a service for veterans only. The name of the veteran’s The name of the veteran’s

representative should be representative should be identified in case notes.identified in case notes.

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129 ***Assigned Case 129 ***Assigned Case Manager and/or received Manager and/or received

Case Management Case Management ServicesServices

This is a service for veterans only.This is a service for veterans only. The type of case management The type of case management

services provided must be services provided must be documented on the “Notes” documented on the “Notes” screen. If a case manager is screen. If a case manager is assigned, the name of the assigned, the name of the veteran’s representative should veteran’s representative should also be included.also be included.

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130 ***Proficiency 130 ***Proficiency Testing Testing

This service can be taken if the This service can be taken if the one-stop center provides any type one-stop center provides any type of proficiency testing such as of proficiency testing such as keyboarding, computer skills, etc.keyboarding, computer skills, etc.

The type of test should be noted The type of test should be noted as well as the outcome of the as well as the outcome of the testing.testing.

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131 131 ***Testing/background ***Testing/background check as required by check as required by

employeremployer

Any testing an employer requires Any testing an employer requires the one-stop center to provide.the one-stop center to provide.

May be a specific aptitude test, May be a specific aptitude test, personality test, interest, etc.personality test, interest, etc.

Test type and any pertinent Test type and any pertinent information should be listed on information should be listed on the “Notes” screen.the “Notes” screen.

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132 ***Testing - Other132 ***Testing - Other

Must document test name, type Must document test name, type of test, and result on the “Notes” of test, and result on the “Notes” screen.screen.

Testing must be done by one-stop Testing must be done by one-stop center staff.center staff.

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134 - ***Employer Pre-134 - ***Employer Pre-Screening Screening

Staff can take this service when Staff can take this service when screening for qualifications on a screening for qualifications on a suppressed order does not result suppressed order does not result in a referral.in a referral.

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135 - Local Office 135 - Local Office Contact Contact Not a reportable serviceNot a reportable service Staff may want to note that the Staff may want to note that the

job seeker did appear at the one-job seeker did appear at the one-stop center as a result of a call-in stop center as a result of a call-in but there are other reportable but there are other reportable services that may be more services that may be more appropriate.appropriate.

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136 - Follow-up 136 - Follow-up Contact Contact Not a reportable service.Not a reportable service. Staff may add this service to Staff may add this service to

denote that follow-up is being denote that follow-up is being provided. provided.

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179 - ***Outside Web-179 - ***Outside Web-Link Job Referral Link Job Referral This service results when staff is This service results when staff is

assisting a job seeker with a job assisting a job seeker with a job search and clicks on the “get search and clicks on the “get more information” on a spidered more information” on a spidered job.job.

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180 – 187 ***180 – 187 ***Supportive ServicesSupportive Services

Credit can be taken in WP for Credit can be taken in WP for referrals to these supportive referrals to these supportive services including:services including:– Child/Dependent CareChild/Dependent Care– Transportation AssistanceTransportation Assistance– MedicalMedical– Temporary ShelterTemporary Shelter– OtherOther

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180 – 187180 – 187Supportive ServicesSupportive Services

All customers can benefit from having the All customers can benefit from having the information necessary to obtain needed information necessary to obtain needed services provided by social and other service services provided by social and other service agencies operating in the community. agencies operating in the community.

It is the customer’s choice whether or not to It is the customer’s choice whether or not to take advantage of these various services. take advantage of these various services.

It is our responsibility to provide customers It is our responsibility to provide customers with specific information regarding the with specific information regarding the service provider, the type of service and how service provider, the type of service and how to access the services. to access the services.

This information may be provided in person, This information may be provided in person, by telephone, via e-mail or regular mail. by telephone, via e-mail or regular mail.

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180 – 187180 – 187Supportive ServicesSupportive Services

DocumentationDocumentation When this service is provided by When this service is provided by

one-stop staff, documentation of one-stop staff, documentation of the type of supportive service and the type of supportive service and the agency the referral was given the agency the referral was given for should be recorded in the for should be recorded in the “Notes” screen at the time of “Notes” screen at the time of service entry. service entry.

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200 ***Individual 200 ***Individual CounselingCounseling

Individual employment counseling is Individual employment counseling is the process whereby a one-stop the process whereby a one-stop center associate and a job seeker center associate and a job seeker work together in order that the work together in order that the person may gain better person may gain better understanding and knowledge of the understanding and knowledge of the world of work and more realistically world of work and more realistically choose, change, or adapt to a choose, change, or adapt to a vocation.vocation.

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201 ***Group 201 ***Group CounselingCounseling Group counseling is the process Group counseling is the process

whereby a one-stop center whereby a one-stop center professional associate and job professional associate and job seekers work together in group seekers work together in group activities in order that the job activities in order that the job seekers may gain better seekers may gain better understanding and knowledge of the understanding and knowledge of the world of work and more realistically world of work and more realistically choose, change, or adapt to a choose, change, or adapt to a vocation. vocation.

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Counseling Counseling DocumentationDocumentation

The “Notes” screen should be The “Notes” screen should be thoroughly documented with the thoroughly documented with the vocational challenge and plan of each vocational challenge and plan of each counseled customer. counseled customer.

An optional counseling record card is An optional counseling record card is available on-line on the AWI Internet available on-line on the AWI Internet under Guidance Papers, WP Employment under Guidance Papers, WP Employment Counseling, and may be utilized for Counseling, and may be utilized for more detailed and confidential record more detailed and confidential record keeping. keeping.

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Quality AssuranceQuality Assurance

Was a counseling service provided this program year? (y, n)

If yes to Q13, is there an entry on the notes screen for the Counseling Plan? (y, n, x)

If no to Q13a, is there a hard copy of the Counseling Record Card? (y, n, x)

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202 ***Career 202 ***Career Guidance/PlanningGuidance/Planning

Providing information regarding career Providing information regarding career opportunities which may include:opportunities which may include:– Occupational informationOccupational information– Training providersTraining providers– Financial informationFinancial information– Steps to achieve the occupational goalSteps to achieve the occupational goal

Documentation of the type of Documentation of the type of guidance/plan should be provided on guidance/plan should be provided on the “Notes” screen. the “Notes” screen.

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203 Objective 203 Objective AssessmentAssessment

A process that identifies service needs, A process that identifies service needs, goals, interests, academic levels, abilities, goals, interests, academic levels, abilities, aptitudes, supportive service needs, and aptitudes, supportive service needs, and measures barriers and strengths. measures barriers and strengths.

It includes a review of basic and It includes a review of basic and occupational skills, prior work experience, occupational skills, prior work experience, the potential for employment, and the potential for employment, and developmental needs. developmental needs.

As a WP service, the objective assessment As a WP service, the objective assessment must be documented on the “Notes” must be documented on the “Notes” screen.screen.

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204 ***Interest and 204 ***Interest and Aptitude TestingAptitude Testing

Individuals who are administered a Individuals who are administered a standardized test. These tests measure the standardized test. These tests measure the individual's possession of, interest in, or individual's possession of, interest in, or ability to acquire job skills and knowledge.ability to acquire job skills and knowledge.

This service can only be taken by the person This service can only be taken by the person administering the test. administering the test.

Documentation of the name of the test and Documentation of the name of the test and any pertinent information regarding the test any pertinent information regarding the test results is required on the “Notes” screen.results is required on the “Notes” screen.

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205 ***Develop Service 205 ***Develop Service Strategies Strategies (IEP/ISS/EDP)(IEP/ISS/EDP) A document prepared by a staff person for a job A document prepared by a staff person for a job

seeker that identifies the strengths and seeker that identifies the strengths and weaknesses of the job seeker, weaknesses of the job seeker,

includes a planned series of actions leading to includes a planned series of actions leading to employment, and employment, and

specifies the employment, training and social specifies the employment, training and social services to be provided. services to be provided.

The plan must be on file at the one-stop center The plan must be on file at the one-stop center for one year after the PY the service was for one year after the PY the service was provided, provided,

or, in the case of the automated ISS, the ISS or, in the case of the automated ISS, the ISS must be available in the automated system. must be available in the automated system.

The job seeker must be provided with a copyThe job seeker must be provided with a copy. .

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Quality AssuranceQuality Assurance

Was a vocational plan (EDP, IEP, Employment Plan) completed? (y, n, x)

If yes to Q18, is the plan documented on AWI MIS? (y, n, x)

If no to Q18a, is there a hard copy available? (y, n, x)

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206 – 211 and 214 -222 206 – 211 and 214 -222 ***Referral to Training***Referral to Training

Referral to training includes:Referral to training includes:– ApprenticeshipsApprenticeships– Job CorpsJob Corps– Federal (non-WIA) TrainingFederal (non-WIA) Training– State and Local TrainingState and Local Training– Educational ServicesEducational Services– WIAWIA

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206 – 211 and 214 -222 206 – 211 and 214 -222 ***Referral to Training***Referral to Training

Referral to training includes:Referral to training includes:– Adult Literacy, Basic Skills or GEDAdult Literacy, Basic Skills or GED– Short Term Pre-Vocational ServicesShort Term Pre-Vocational Services– English as a Second LanguageEnglish as a Second Language

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212 ***Other Intensive 212 ***Other Intensive Services Not Otherwise Services Not Otherwise ClassifiedClassified

If WP staff time is used to provide If WP staff time is used to provide an intensive service, 212 may be an intensive service, 212 may be used.used.

This must be documented on the This must be documented on the “Notes” screen with the type of “Notes” screen with the type of service provided. service provided.

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226 ***Reading or 226 ***Reading or Math TestingMath Testing

Staff time is used to administer a Staff time is used to administer a reading or math test.reading or math test.

The name of the test and any The name of the test and any other pertinent information other pertinent information should be provided on the should be provided on the “Notes” screen.“Notes” screen.

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300 – 324 ***Enrolled 300 – 324 ***Enrolled in Trainingin Training

Enrolled in training includes:Enrolled in training includes:– Job CorpsJob Corps– Other federal trainingOther federal training– State and local trainingState and local training– Apprenticeship trainingApprenticeship training– OJTOJT– Customized trainingCustomized training

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370 ***Completed 370 ***Completed Training WP/VetsTraining WP/Vets Prerequisite “referred to training” Prerequisite “referred to training”

before service can be taken.before service can be taken. Document on notes with name of Document on notes with name of

completed program and completed program and institution.institution.

Not in sequence and will not Not in sequence and will not appear unless there has been a appear unless there has been a prior “referred to training.”prior “referred to training.”

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Quality AssuranceQuality Assurance

Was "Completed Training" service entered for the job seeker this program year? (y, n)

If yes to Q11, is there an entry on the notes screen for the "Completed Training" service? (y, n, x)

If yes to Q11a, does the entry on the Notes Screen, provide information on the training that was completed? (y, n, x)

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880 - Obtained 880 - Obtained Employment Manual Employment Manual Not a reportable serviceNot a reportable service There is no report that uses this There is no report that uses this

code.code. If used, must document on the If used, must document on the

case notes the company, the case notes the company, the person with whom the employment person with whom the employment was verified and the date the job was verified and the date the job seeker started working.seeker started working.

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Referral Codes are Referral Codes are System Generated System Generated

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Quality Assurance VETQuality Assurance VET

Was a Veteran code entered on the EFM registration in this program year? (y, n)

If yes to Q7, was a service provided on the same date? (y, n, x) Note: This applies to staff assisted registrations only.

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Quality Assurance Quality Assurance MSFWMSFWWas the Job Seeker coded as a Migrant Seasonal Farm Worker?

(y, n, x)

Was there an entry on the Activities Screen that the job seeker was "referred to Supportive Service if more than 1 personal contact? (y, n, x)

Was a "511N Issued and Explained " service added? (y, n, x)

Was an entry made in "type of work preferred or was type of work preferred entered on case notes? (y, n, x)

Was a crop listed on the notes screen? (y, n, x)

Was "other experience or training" listed? (y, n, x)

Was a "JD or Referral" made for this participant? (y, n, x)

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Quality Assurance I-9Quality Assurance I-9

Does EFM indicate that this individual has an I-9 on file? (y, n)

If yes to Q9, does the Region have a valid I-9 available? (y, n, x)

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Quality Assurance Quality Assurance PlacementPlacementWas a placement claimed for the job seeker this

program year? (y, n)

List the job order number for the participant.

Was the placement found recorded prior to referral date? (y, n, x, i, u)

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For Further For Further InformationInformation

Joan LosiewiczJoan Losiewicz(850)245-7422 (850)245-7422 e-mail: e-mail: [email protected]@flaawi.com

Ken McDonaldKen McDonald(850)245-7412 (850)245-7412 e-mail: [email protected]: [email protected]