the wia ~ workforce investment act is no more……. 1

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THE WIA ~Workforce Investment Act

Is no more…….

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Initial Designation….The transition years

• July 1, 2015 – • Mississippi is an Early Implementer State• We start now with WIOA

• January 22, 2016 - Final regulations published• July 1, 2016 – Full Implementation

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One-Stop Operator

SDPDD went out on RFP - Competitive Process;

‒ MDES was approved as the Delta’s One-Stop Operator for all 14 counties

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One-Stop Delivery System

Remains a Cornerstone for WIOA

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• WIOA Emphasizes a customer-focused approach.• Tailored career help that fits their needs, situation and goals.• Individualized services will be provided one-on-one by staff, going beyond online, self-service

options.

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Five Key Changes Now in Effect with WIOA 1. It’s personalized and customer-focused. WIOA emphasizes

on personalized, customer-focused service to help job seekers meet their specific career goals.

2. No service sequence – WIOA authorizes “career services” for adults and DW, rather than “Core” & “intensive” services. Career services can be provided in any order to best meet the needs of the participant.

3. Three types of career services - basic, individualized and follow-up.

4. Individual Employment Plans (IEPs) – Job seekers and one-stop center staff work together to develop IEPs that identify employment goals and services needed to reach the goals.

5. One-on-one, career counseling emphasis – One-stop centers must provide individual career counseling when needed, including job search assistance, in-depth interviews to identify employment barriers and more.

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What’s Changed…. Name Eligibility Requirements Core/Intensive Services Performance Measures

OJT ITA ETPL Customized Training Internships/Externships Priority of Service Policy

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Out with the Old……………

Workforce Investment Act Delta Workforce Investment Area Delta Workforce Investment Board

In with the New……………………..………….

WIA

WIOA

Workforce Innovation Delta Workforce Delta Workforce & Opportunity Act Development Area Development Board

DWIA DWIB

DWDBDWDA

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1. Adult Eligibility2. Barriers to Employment3. Basic Skills Deficient4. Dislocated Worker Eligibility5. Displaced Homemaker6. Priority of Service7. Underemployed8. Unemployed Individual

WIOA DEFINITIONS

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Adult Eligible Due to Low-Income for

WIOA Participants

Family Size 70% LLSIL Non-Metro 1 $8,961 2 $14,681 3 $20,149 4 $24,873 5 $29,353 6 $34,327 7 $39,301 8 $44,275 9 $49,249 10 $54,223

Add $4,974 for each additional family member in excess of ten.

2015 INCOME GUIDELINE

Do not use the old “Wage Rate Per Hour” chart to determine adult eligibility.

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• 18 years old or older AND:1. Low-Income (70% Poverty Level Guideline Only)

2. or TANF Recipient 3. or SNAP Recipient4. or Free or Reduced Lunch Recipient5. or ABE Basic Skill Deficient6. or Unable to Attach to the Workforce (inconsistent,

unstable or no work history)7. or Needing Training to get a Job, Retain a Job or

Advance to Self-Sufficiency (Case note in OESS will be proof)

ADULT DEFINITION

Only use #6 & 7 if not

eligible under #1-5!!!

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• 1. Special disabled and disabled veterans are those: • who are entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or, • were discharged or released from active duty because of a service-connected disability

• 2. Homeless;• 3. A recently-separated service member, who has been unemployed for 27 or more

weeks in the previous 12 months, i.e. the term of unemployment over the previous 12 months remains 27 weeks; however, the requirement of 27 consecutive weeks is eliminated;

• 4. An offender, who is currently incarcerated or who has been released from incarceration. Any eligible veteran or eligible spouse who is currently or was formerly incarcerated by removing the within the last 12 months requirement;

• 5. Lacking a high school diploma or equivalent certificate; or • 6. Low-income individualNote: There is no requirement on the number of days served in active duty.

BARRIERS TO EMPLOYMENT

Use Letter showing 30% or above

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Basic Skills DeficientSec. 3(5) Basic skills deficient.--The term ``basic skills deficient'' means, with respect to an individual— • who is an adult (18 or

older), • unable to compute or • solve problems, or • read, write, or speak English, at a level necessary to function on the job, in the individual's family, or in society.- WIO Act says 8th grade level or

below = basic skills - We may use TABE score of 8.9- When, Where & Who will do the

testing is undetermined at this point.

- For now, make a person Adult eligible using another eligibility, if possible, until we have more direction

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WIOA Section 3 (15) defines “dislocated worker” is at least an 18 years old individual who meets the criteria in one of the following 5 categories:

Category 1• Has been terminated or laid off or received a notice of termination or layoff

from employment; AND• Is currently eligible for or has exhausted entitlement to unemployment

compensation (UC) OR has demonstrated attachment to the workforce, but is not eligible for UC due to insufficient earnings or having uncovered employment; (which means can’t be fired from job) AND

• Is unlikely to return to a previous industry or occupation

Category 2• Has been terminated or laid off or has received a notice of termination or

layoff from employment due to a permanent closure or a substantial layoff, OR • Is employed at a facility at which the employer has made a general

announcement that the facility will close within 180 days, OR• Is employed at a facility at which the employer has made a general

announcement of closure.

DISLOCATED WORKER

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Category 3Was self-employed, but is unemployed as a result of economic conditions in the community or is unemployed due to a natural disaster

Category 4

Is a displaced homemaker who has been providing unpaid services to family members in the home and who…• Has been dependent on the income of another family member, but is no

longer supported by that income; OR • is the dependent spouse of a member of the Armed Forces on active duty

AND • whose family income is significantly reduced because of a deployment, a

call or order to active duty, a permanent change of station, or the service- connected death or disability of the member AND

• Is unemployed or underemployed and is experiencing difficulty in obtaining or upgrading employment

Category 5

Is the spouse of a member of the Armed Forces on active duty who • has experienced a loss of employment as a direct result of relocation to

accommodate a permanent change in duty station of such member OR • Is unemployed or underemployed AND • Is experiencing difficulty in obtaining or upgrading employment

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DELTA WORKFORCE DEVELOPMENT AREA CERTIFICATION OF DISLOCATED WORKER STATUS

Effective 09/01/2015

WIOA Section 3 (15) defines “dislocated worker” as an individual who is 18 years of age or older and meets the criteria in one of the following 5 categories:

Category 1

Has been terminated or laid off or received a notice of termination or layoff from employment; AND

Is currently eligible for or has exhausted entitlement to unemployment compensation (UC) OR has demonstrated attachment to the workforce, but is not eligible for UC due to insufficient earnings or having uncovered employment; AND

Is unlikely to return to a previous industry or occupation Category 2

Has been terminated or laid off or has received a notice of termination or layoff from employment due to a permanent closure or a substantial layoff, OR

Is employed at a facility at which the employer has made a general announcement that the facility will close within 180 days, OR

Is employed at a facility at which the employer has made a general announcement of closure.

Category 3 Was self-employed, but is unemployed as a result of economic conditions in the community or is unemployed due to a natural disaster

Category 4 Is a displaced homemaker who has been providing unpaid services to family members in the home and who…

Has been dependent on the income of another family member, but is no longer supported by that income; OR

is the dependent spouse of a member of the Armed Forces on active duty AND

whose family income is significantly reduced because of a deployment, a call or order to active duty, a permanent change of station, or the service- connected death or disability of the member

AND Is unemployed or underemployed and is experiencing difficulty in obtaining or upgrading employment

Category 5 Is the spouse of a member of the Armed Forces on active duty

who has experienced a loss of employment as a direct result of relocation to accommodate a permanent change in duty station of such member OR

Is unemployed or underemployed AND is experiencing difficulty in obtaining or upgrading employment

__________________________________________________________ Customer Signature Date

Caseworker Signature Date

WIOA

DW CHECKLIST

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Individual who has been providing unpaid services to family members in the home and who:

• Has been dependent on the income of another family member but is no longer supported by that income; OR

• Is the dependent spouse of a member of the Armed Forces on active duty AND whose family income is significantly reduced because of deployment, a call or order to active duty, a permanent change of station, or the service-connected death or disability of the member; AND

• Is unemployed or underemployed and is experiencing difficulty in obtaining or upgrading employment.

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• Use Priority Service on ALL WIOA Participants

• 4 Levels of Priority:1. Veteran/Eligible Spouse2. Basic Skills Deficient3. Public Assistance4. Low-Income

DELTA WORKFORCE DEVELOPMENT AREA PRIORITY OF SERVICE RATING SHEET

WIOA establishes a priority requirement with respect to funds allocated to a local are for adult employment and training activities. One-Stop center staff must give priority to recipients of public assistance, other low-income individuals and individuals who are basic skills deficient. DWDA funds for adult career and training services must be provided regardless of the level of funds. Separate determinations must be made when the same person requests training services at a later date. (TEGL 3-15, pg.7 & HR 803/106) Name:

SSN:

Date Form Completed

Service Requested: ___ Basic Career Services ___ Individualized Career Services ___ Training

Instructions: Rating Scale: Give the full number of points possible for each characteristic that can be answered “yes” for this person on this date:

Characteristic or Circumstance Points given if “yes” answer

Assigned

TANF Recipient 5

SNAP Recipient 3

Basic Skills Deficient (Unable to Solve Problems or Read, Write, or Speak English)

3

Low-Income Individual (70% LLSIL) 3

Disabled individuals whose income meets 70% LLSIL 3

Scoring:

Those persons who score five (5) or more points on this scale shall be given top priority for these services. They shall be given top priority and immediately moved to the front of any waiting lists that may exist at the time.

Those persons who score at least three (3) points but less than five (5) shall be immediately placed on any waiting lists that may exist at the time after those persons who have been given top priority but ahead of all persons having been assigned no priority.

All placements for priority will be made on a “first-come, first-served” for those persons receiving equal points. If no waiting list exists, those persons who receive any points on the rating scale must immediately receive appropriate WIOA

Title I Adult career or training services.

Signature of Staff Person Completing Form Date

Effective 9.2015

As described and required in the Workforce Development Act’s regulations and preamble to the regulations, The Delta Workforce Development Area has developed guidelines to prioritize WIOA Title I adult funds. The Department of Labor assumes, as we agree, that adult funding is generally limited because there are not enough adult funds available to provide services to all of the adults who could benefit from such services. Most importantly, it is the intent of our workforce area to implement these guidelines so as not to preclude providing career and training services to other individuals who are not recipients of public assistance, low-income adults or individual with basic skills deficiencies. This system, designed for use in the fourteen Delta Workforce Development Area counties, consists of a simple rating scale where those individuals who seek career or training services under WIOA Title I adult funding are required to sign this form.

This determination is to be made at the date and time that career or training level services are requested. If necessary, a new determination may be made on behalf of the participant if characteristics or circumstances change. This rating will follow the individual throughout this program participation.

Each one-stop operator will be responsible for completing this form for all persons requesting WIOA Title I adult funded career or training level services within their counties of service. A copy of all completed forms must be placed in the appropriate individual’s file and be available for monitoring review. 1st - Veterans and eligible spouses must be given priority over non-covered individuals for the receipt of services provided under ETA employment and training programs; 2nd – Non-covered person (no-veterans or eligible spouses); 3rd – veterans and eligible spouses who are not included in priority groups listed below; and lastly to non-covered persons outside the groups given priority.

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Employment Status Clarification ~ Individuals are “Underemployed” if they are:

1. employed part-time and are seeking full-time employment; OR

2. employed in a position that is inadequate with respect to their skills and training; OR

3. employed and whose current job’s earnings are not sufficient compared to their previous job’s earnings from their previous employment.

Note: Just because someone is “underemployed” does not necessarily mean that they are automatically adult or dislocated worker eligible. The applicant must also meet the adult or dislocated worker eligibility requirements.

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Unemployed Individual means an individual

who is:• without a job and • who wants to work

and • is available for work.

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Participant Profile• Personal Information –

– Veteran– MS National Guard– Disabled

• Additional Information –– Selective Service– Offender– Low Income– Limited English– UI Status– Farmworker – SSI/SSDI~ Employed vs Unemployed – especially OJT participants should all be unemployed~ Training Related Employment MUST be shown!!!~ Public AssistanceMore may be added to OESS soon!

ANSWER ALL QUESTIONS IN OESS

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Core Services

Intensive Services

Gates

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Career Services

Basic

Individ-ualized

Follow -Up

Three Types of Career Services in OESS

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Determining Adult or

Dislocated Worker

Eligibility

Outreach, Intake

(including profiling&

reemployment Services of

claimants likely to exhaust

benefits) and Orientation to Information &

Services

Initial Assessments of

skill levels including literacy,

numeracy and English

language proficiency, as

well as aptitude, abilities,

supportive service needs

Labor Exchange Services – Job Search, Placement,

Individual and Career

Counseling

Referrals to other programs and services in

the 1-stop

Provisions of workforce and labor market employment

statistics information. Including job

vacancy listing in labor market areas; info on

job skills necessary to obtain the vacant jobs listed; info

relating to local occupations in

demand & earnings, skill requirement

Basic Career ServicesM u s t b e m a d e a v a i l a b l e t o a l l i n d i v i d u a l s s e e k i n g s e r v i c e s s e r v e d i n t h e O n e - S t o p

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Providing performance Information & Program cost info on

Eligible Training

Providers

Providing performance information

on one-stop or DWDA

Information on Supportive

Services including

referrals to those services including child

care; child support;

medical or child health assistance;

SNAP; income tax credit; HUD; TANF

transportation and others.

Assistance in establishing eligibility for programs of financial aid

assistance for training and education

programs not provided

under WIOA

Referrals to other

programs and services in the

1-stop

UI trained staff providing

information on or filing for UI by phone or via other technology

Basic Career ServicesM u s t b e m a d e a v a i l a b l e t o a l l i n d i v i d u a l s s e e k i n g s e r v i c e s s e r v e d i n t h e O n e - S t o p

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Comprehensive and specialized assessments of

skill levels – including diagnostic

testing and use of other

assessment tools; and in-

depth interviewing

and evaluation to identify

employment barriers and appropriate employment

goals

Develop an IEP, to ID

employment goals,

objectives, combination of

services to achieve

employment goals including

ETP information

Group and/or individual

counseling and mentoring

Career planning(case mgt.)

Short-term pre-vocational

services including

learning skills, communication

skills, interviewing

skills, punctuality,

personal maintenance

skills, and professional conduct to prepare for

unsubsidized employment or

training

Individualized Career ServicesW J C s t a f f g i v e i f d e t e r m i n e d t h a t t h e i n d i v i d u a l n e e d s

t h e s e s e r v i c e s t o o b t a i n / r e t a i n e m p l o y m e n t

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Internships and work

experiences that are linked to careers

Workforce preparation

activities that help an

individual acquire a

combination of basic

academic skills, critical

thinking skills, digital

literacy skills, and self-

management skills

Financial Literacy Services

Out-of-area job search

assistance & relocation assistance

English language

acquisition and

integrated education

and training programs

Individualized Career ServicesW J C s t a f f g i v e i f d e t e r m i n e d t h a t t h e i n d i v i d u a l n e e d s

t h e s e s e r v i c e s t o o b t a i n / r e t a i n e m p l o y m e n t

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• When showing a Basic, Individualized or Training Service in OESS for any participant who started 7/1/2015 or after, only use the “WIOA” services shown in OESS.

• Old “WIA” services listed in OESS will only be used for those participants who were entered prior to 7/1/2015.

WIA ITA Orientation

Participant Service

Wagner-Peyser , WIA Adult , DW

All Yes Information

WIA OJT Readiness

Participant Service

WIA Adult , WIA DW

All Yes Assessment

WIOA-Supportive Services

Participant Service

Adult , Dislocated Worker

All Yes Supportive Services

WIOA- Work Experience Paid

Participant Service

Adult , Dislocated Worker

All Yes Supportive Services

WIOA-Work Experience Unpaid

Participant Service

Adult , DW All Yes Supportive Services

Old WIA Services

N E W W I O A S e r v i c e s

https://wings.mdes.ms.gov/wings/spring/general/service/service-search?execution=e3s3&_eventId=viewService&viewId=111










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• With WIA - was it only on rare occasions that you put a participants in WIA core and intensive and not put them in training?

• When you know that a person is about to go to work full-time.

• Internships• Externships• Customized Training• Others?------------------------------What if……we use one participant folder content checklist for basic and individualized career services? Requiring the following for all folders until enrolled in training.

Delta Workforce Investment AreaBasic & Individualized Career Services Only

Participant Folder Content Checklist(Revised 07/2015)

•Participant Folders must be scanned in the above order.•Information keyed into OESS (such as the Participant Profile, IEP, WIOA Enrollment Services, Training Enrollments, and Case Notes) are not required to be printed, scanned and imaged.

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X = In Folder

S = Scan

BASIC & Individualized Career Services Participant

S WIOA Signature Page & Self-Attestation s Complaint & Grievance Procedure for Disc/Non-Discrimination Form – Signed s Access – Claim Summary (Adult or Dislocated Worker) s Attestation of Income and/or Resources (if applicable) s Proof of Income (Adult only) – Must meet 70% Poverty Level Guideline

(if applicable)

s Proof of TANF and/or SNAP – JT10 (if applicable) s Proof of Free Lunch or Reduced Lunch (if applicable) s SSI Documentation (if applicable) s Dislocated Worker Certificate (if applicable) s I-9 Form - Signed (Proof of Citizenship) s SS Card s Proof of Age (Government issued photo ID or Birth Certificate) s Selective Service Registration (if applicable) s Proof of Veteran Status- DD214 or “Veteran” status on D.L. (if applicable) s Proof of Eligible Spouse of Veteran (if applicable) s

sBasic Skills Deficient (if applicable)Credential – 3 CRC Scores – scan if Credential (if applicable)

Individual Employment Plan s WIOA Enrollment Notes s Priority of Service (required) s Documentation of Request for Supportive Services Form S.S.1, S.S.2, or S.S.3 and

required proof (if applicable)

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• Developing an IEP is an Individualized Career Service. We will do an IEP on everyone!• Roadmap for the participant taking them from unemployed or underemployed to their

desired position of a job or a better job. • Will be developed jointly with the participant and staff, will be continuously reviewed

and modified as needed. • The plan will include an ongoing strategy to identify employment goals and methods to

achieve set objectives. • It will also include an appropriate combination of services designed to help the

participant overcome barriers to build a sustainable career pathway.• Group or individual counseling, career planning, interviewing skills, soft skills,

internships, financial literacy, out-of-area job search, job retention• Identify short and long-term goals to help participants build a sustainable career

pathway. • Achievement of the goals will signal the appropriate exit for each participant. • Leading up to the exit, career and training services staff will counsel with the participant

to ensure that the goals set by the participant in their IEP have been achieved, and to ensure that the customer is satisfied with the outcome.

• In addition, staff will provide an open line of contact and outreach for a minimum of 12 months following the participants’ exit from the system to assist customers in maintaining their achieved goals.

• All participant services and activities will be recorded in OESS.

INDIVIDUAL EMPLOYMENT PLAN

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• ITA • OJT• Incumbent Worker Training • Externships – ONW Nurses• Internships – MDA with

Feurer• Customized or Classroom

Training – Advanced Manufacturing or Electrical Lineman Training

• Registered Apprenticeships – Ingalls Shipbuilding

TYPES OF TRAINING

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May Be Provided If…..the WJC staff determine, after an interview, evaluation or assessment, (possibly requiring a CRC on 50% of all training participants enrolled) and career planning, that the individual:

• Is unlikely or unable to obtain or retain employment, that leads to economic self-sufficiency or wages comparable to or higher than wages from previous employment through career services alone;

• Is in need of training services to obtain or retain employment that leads to economic self-sufficiency or wages comparable to or higher than wages from previous employment, through career services alone; and

• Has the skills and qualifications to successfully participate in the selected program of training services.

TRAINING SERVICES

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• New policies and forms • Add to the Notebooks provided as you receive new instructions

• Remember the new Adult & DW definitions • Must have a signed “Priority of Service” Form on every ITA participant

• New participant checklist• PELL rule stays the same – letter for approval for hardship cases

• May require a CRC score of at least a bronze to be eligible• Participant selects training and training provider

• WJC staff refer to training provider• WJC arranges payments through ITA using ETPL• Training must lead to an in-demand occupation

• Update Employment and Academic History• Credential Received? MUST be shown in OESS!

• DWDA policies, procedures and forms are available on South Delta’s website

• Must follow IEP rules…..

ITA CHANGES IN WIOA

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• Roadmap for the participant taking them from unemployed or underemployed to their desired position of a job or a better job.

• Will be developed jointly with the participant and staff, will be continuously reviewed and modified as needed.

Training services may be made available to eligible adults and dislocated workers who, after an interview, evaluation, or assessment, and career planning, have been determined by WIN Job Center staff and documented in the IEP that the individual is:

1. unlikely or unable to obtain or retain employment, that leads to economic self-sufficiency or wages comparable to or higher than wages from previous employment, through the career services described in paragraph (2)(A)(xii);

2. in need of training services to obtain or retain employment that leads to economic self-sufficiency or wages comparable to or higher than wages from previous employment; and

3. in need of and desires training services and has the skills and qualifications to successfully complete the selected training program.

• All participant services and activities will be recorded in OESS.

INCLUDE THIS IN AN IEP

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WIOA ITA PARTICIPANT FOLDER CONTENT CHECKLISTFolder should be in this order – Top of folder to Bottom of Folder (Rev 07/2015)

X/NA LEFT SIDE OF FOLDER X/NA RIGHT SIDE OF FOLDER TOP OF FOLDER TOP OF FOLDER

WIOA 250 – Invoice Control Log WIOA Program Outcomes (1st-4th quarter after exit) ITA Invoice(s) WIOA Participant Service Enrollment ITA Award Pages 1 & 2 (with participant signature) WIOA Training with Completion Dates (if applicable) s Credential (also report on program outcome) WIOA Enrollment * Individual Employment Plan – IEP s WIOA Signature Page & Self-Attestation ** Narrative documenting Career Services – Basic, Individualized,

Training, Follow-Up and need for services (print OESS WIOA Enroll. Notes)

OESS Participant Profile (Complete “Personal Info.” through “Academic History”)

s Copy of WIOA Scholarship Award Letter from WJC Eligibility Documentation: s Truck Driver Certification (if applicable) s Access – Claim Summary (Adult or Dislocated Worker)

s Copy of High School Diploma or College Transcript/GED/TABE scores (if applicable)

ss

Attestation of Income and/or Resources (if applicable) Complaint & Grievance Procedure for Disc/Non-Discrimination Form -

Signed

s Program of Study (if applicable) s Proof of Income (Adult only) s Grades (each semester) s TANF and/or SNAP (Food Stamps) – JT10 (if applicable) s Acceptance Letter from Training Provider s SSI (if applicable) Documentation Required s Pell Award - Award/Denial Letter

(if on ETPL as a Pell approved program & no prior degree) s Proof of Free or Reduced Lunch

Interest Inventory (if given, OESS WIOA Enrollment Notes) s s

Dislocated Worker Certificate (if applicable) I-9 Form - signed

s CRC (if given, OESS Assessments) ( scan if credential) s SS Card This Form s Proof of Age (Government issued photo ID or Birth Certificate)

** Show all narrative information in OESS s Selective Service Registration (if applicable) WIOA Enrollment Notes Screen s Priority of Service (required) MANAGER(S)’ SIGNATURE OF APPROVAL BELOW: s Veteran’s Status –DD214 or “Veteran Status” on D. L.

(if applicable)

s Eligible Veteran Spouse (if applicable)

s Basic Skills Deficient (if applicable) S = SCAN TO WEBX s Documentation of Request for Supportive Services Forms S.S.1, S.S.2, or

S.S.3 and required proof (if applicable)

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21 year old, Lisa Dean (4278) lives alone in Clarksdale. Her program of study shows that yesterday she began the last semester of her BBA at Delta State Univ. without Pell assistance. Lisa works at Walmart at night stocking shelves. Her check stub shows she makes $7.50 per hour and her YTD shows her income through 6/30/2015 was $7,800.1. Is Lisa too late to receive an ITA?2. Is Lisa DW or AD eligible? Check DW 1st! 3. What makes her eligible?4. What proof does Lisa need in her folder?5. Does she need a copy of her high school diploma? Why?6. If she does not have her grades with her does she have to

make another appointment and return with her grades?7. What “Basic &/or Individualized” Services will you show

for her in OESS?8. Complete a Priority of Service Rating Sheet for Lisa.9. Develop an IEP for Lisa.

Case Scenario

Even if you are OJT writer you must complete this exercise with us today!

Lisa Dean’s Priority of Service Rating Sheet

Date Determined Eligible 37

Lisa DeanToday –Date of Eligibility

4278 x

0000


WIOA establishes a priority requirement with respect to funds allocated to a local and for adult employment and training activities. WIN Job Center staff must give priority to recipients of public assistance, other low-income individuals and individuals who are basic skills deficient. DWDA funds for adult career and training services must be provided regardless of the level of funds. Separate determinations must be made when the same person requests training services at a later date. (TEGL 3-15, pg.7 & HR 803/106) Name:

SSN: (last 4)

Date Form Completed




Assigned

TANF Recipient 5

SNAP Recipient 3


3


Disabled individual whose income meets 70% LLSIL 3

Scoring:



All placements for priority will be made on a “first-come, first-served” basis for those persons receiving equal points. If no waiting list exists, those persons who receive any points on the rating scale must immediately receive appropriate WIOA



Effective 9.2015

As described and required in the Workforce Development Act’s regulations and preamble to the regulations, The Delta Workforce Development Area has developed guidelines to prioritize WIOA Title I adult funds. The Department of Labor assumes, and we agree, that adult funding is generally limited because there are not enough adult funds available to provide services to all of the adults who could benefit from such services. Most importantly, it is the intent of our workforce area to implement these guidelines so as not to preclude providing career and training services to other individuals who are not recipients of public assistance, low-income adults or individual with basic skills deficiencies. This system, designed for use in the fourteen Delta Workforce Development Area counties, consists of a simple rating scale where those individuals who seek career or training services under WIOA Title I adult funding are required to sign this form.


WIN Job Center staff will be responsible for completing this form for all persons requesting WIOA Title I adult funded career or training level services within their counties of service. A copy of all completed forms must be placed in the appropriate individual’s file and be available for monitoring review. 1st - Veterans and eligible spouses must be given priority over non-covered individuals for the receipt of services provided under ETA employment and training programs; 2nd – Non-covered person (no-veterans or eligible spouses); 3rd – veterans and eligible spouses who are not included in priority groups listed below; and lastly to non-covered persons outside the groups given priority.

Lisa Dean’s IEP

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Plan StepsStep Anticipated Completion Date8/17/2015 – Determined Adult Eligibility 8/17/20158/17/2015 – Orientation to Information & Services 8/17/2015 8/17/2015 – Developed IEP 8/17/20158/17/2015 – Began last semester of BBA 8/17/2015Respond to required follow-up 10/15/2015

Complete BBA Degree 12/06/2015

Provide Copy of Degree 12/30/2015

Respond to required follow-up concerning employment 01/15/2016

Plan Description: • Ms. Dean is unable to obtain employment, that leads to economic self-

sufficiency through career services; is in need of training services to obtain employment to obtain become self-sufficient and desires to complete the BBA program at DSU, using WIOA funds, and obtain a job in business administration.

This is NOT a cookie cutter plan – different for each person - individualized

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• New policies and forms • Add as you receive to your notebook• Remember the new Adult & DW definitions• New participant checklist• Priority of Service Form – Required for all on OJT • May require a Bronze CRC to be eligible – later….• All OJT employers must have a grievance procedure in place otherwise they

will have to agree to use SDPDD/DWDA’s grievance procedure• Must follow IEP rules to be eligible for OJT• Show Not Employed when completing Participant Profile if starting OJT• Credential Received? MUST be shown in OESS!• Update Employment and Academic History• DWDA policies, procedures and forms are available on South Delta’s website

OJT CHANGES IN WIOA

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WIOA OJT PARTICIPANT FOLDER CONTENT CHECKLISTFolder should be in this order – Top of folder to Bottom of Folder (Rev 07/2015)

X/NA

LEFT SIDE OF FOLDER X/NA

RIGHT SIDE OF FOLDER

TOP OF FOLDER

TOP OF FOLDER

S Invoice WIOA Program Outcomes (1st-4th quarter after exit) S Credential WIOA Participant Service Enrollment S Midpoint Evaluation Form WIOA Training with Completion Dates (If Applicable) S Job Description WIOA Enrollment Monthly OJT Hours S WIOA Signature Page & Self-Attestation S Original Training Outline OESS Participant Profile (Personal Info through Academic History) Individual Employment Plan Eligibility Documentation: ** OESS WIOA Enrollment Notes

showing Narrative documenting Basic, Individualized, Training, Follow-Up and need for services.

S Access - Claim Summary (Adult, Dislocated & Youth)

Interest Inventory (Show in OESS, if given)

SS

Attestation of Income and /or Resources (if applicable) Complaint & Grievance Procedure for Discrimination/

Non-Discrimination Form - Signed

S CRC (Show in OESS Assessments) (Scan if credential)

SS

Proof of Income (Adult – if applicable) Proof of Free or Reduced Lunch (if applicable)

This Form S TANF and/or SNAP (if applicable) JT10 S SSI ( if applicable) Documentation required S Dislocated Worker Certificate (if applicable) S I-9 Form – Signed (Proof of Citizenship) S SS Card S Proof of Age (Government issued photo ID or Birth Certificate) ** Show all narrative

information in OESS S Selective Service Registration (if applicable)

WIA Enrollment Notes Screen S Veteran’s Status – DD214 or “Veteran Status” on D.L. (if applicable) S Proof of Eligible Spouse of Veteran (if applicable) S Basic Skills Deficient (if applicable) S Priority of Service (required) S Documentation of Request for Supportive Services Forms S.S.1-3 & Proof

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Delbert Jones (1113) is a 19 year old, living on his own, receiving SNAP. He currently works at Acme where he is a machine operator. Delbert’s paystub shows he has only worked one month and earns $7.25 per hour and his YTD gross income is $580. Mars wants to put him on OJT as a machine operator paying $8.90 per hour 35 hours a week. 1. Is machine operator a high demand occupation in your area? 2. How do you know? 3. Where would you look to find the SVP for this training? 4. Is Delbert OJT eligible? DW or Adult?5. How would you determine how many hours to reimburse

the employer?6. Complete a Priority of Service for on Delbert.7. Write an IEP for Delbert.

Case Scenario

Even if you only certify ITA participants, you must complete this exercise with us today!

43


WIOA establishes a priority requirement with respect to funds allocated to a local and for adult employment and training activities. WIN Job Center staff must give priority to recipients of public assistance, other low-income individuals and individuals who are basic skills deficient. DWDA funds for adult career and training services must be provided regardless of the level of funds. Separate determinations must be made when the same person requests training services at a later date. (TEGL 3-15, pg.7 & HR 803/106) Name:

SSN: (last 4)

Date Form Completed




Assigned

TANF Recipient 5

SNAP Recipient 3


3


Disabled individual whose income meets 70% LLSIL 3

Scoring:



All placements for priority will be made on a “first-come, first-served” basis for those persons receiving equal points. If no waiting list exists, those persons who receive any points on the rating scale must immediately receive appropriate WIOA



Effective 9.2015

As described and required in the Workforce Development Act’s regulations and preamble to the regulations, The Delta Workforce Development Area has developed guidelines to prioritize WIOA Title I adult funds. The Department of Labor assumes, and we agree, that adult funding is generally limited because there are not enough adult funds available to provide services to all of the adults who could benefit from such services. Most importantly, it is the intent of our workforce area to implement these guidelines so as not to preclude providing career and training services to other individuals who are not recipients of public assistance, low-income adults or individual with basic skills deficiencies. This system, designed for use in the fourteen Delta Workforce Development Area counties, consists of a simple rating scale where those individuals who seek career or training services under WIOA Title I adult funding are required to sign this form.


WIN Job Center staff will be responsible for completing this form for all persons requesting WIOA Title I adult funded career or training level services within their counties of service. A copy of all completed forms must be placed in the appropriate individual’s file and be available for monitoring review. 1st - Veterans and eligible spouses must be given priority over non-covered individuals for the receipt of services provided under ETA employment and training programs; 2nd – Non-covered person (no-veterans or eligible spouses); 3rd – veterans and eligible spouses who are not included in priority groups listed below; and lastly to non-covered persons outside the groups given priority.

Delbert Jones 1113 8/18/2015 x

03030

PRIORITY

OF S

ERVICE

FOR D

ELBER

T

Delbert Jones’ IEP

37

Plan StepsStep Anticipated Completion Date8/18/2015 – Determined Adult Eligibility 8/18/20158/18/2015 – Orientation to Information & Services 8/18/2015 8/18/2015 – Developed IEP 8/18/20158/18/2015 – Began OJT with Mars 8/18/2015Respond to required follow-up 10/15/2015

Complete OJT Hours 12/06/2015

Provide Copy Fork Lift Operator Certification 12/30/2015

Respond to required follow-up concerning employment retention 01/15/2016

Plan Description: • Mr. Jones is unable to obtain employment, that leads to economic self-

sufficiency through career services; is in need of training services to obtain employment to obtain become self-sufficient; desires to complete 960 OJT hours with Mars as a machine operator and enter unsubsidized employment upon completion of OJT with Mars.

This is NOT a cookie cutter plan – different for each person - individualized

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WebXtender Cover Sheet

46

Make up a cover(s) sheet for the following participant:

18 year old, low-income, Lisa Renae Bennett, SSN – 789-54-6123 was enrolled in an ITA on 7/8/2015 in your office.• Which Cover(s) Sheet will you use? WIOA? Or WIA?• What will use select for “appropriate response”?

• Create New File• Insert/Append to Current File• Carry-Ins

• What “Program Year” will you select?• What “Participant Type” will you select ?• What “Fund Source” will you select?• What “Service Menu” will you select?• Do you need any other Cover Sheets?

Cover Sheet Scenario #1

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No WIA Cover Sheet is needed since this participant started 7/8/2015.• “Create a New File.• Name spelled

correctly based on birth certificate or social security card

• SSN should be checked against the participant’s SS Card

• Delta area – only use Statewide if it’s FEUER OJT or other MDA funds.

• Program Year - No WIOA File should have 2014 on it.

• Note the comments at the bottom!!

Bennett Lisa789-54-6123

7/8/2015

Delta

Your WIN Job Center

2015

Adult

Adult

ITA

todayYour Name

Verified as Correct in WebX 8/3/15

Create New File

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31 year old, layoff from Viking, John A. Arnold, Jr., SSN – 528-46-7931 was enrolled in OJT on 5/12/2015 in your office.• Which Cover(s) Sheet will you use? WIOA? Or WIA?• What will use select for “appropriate response”?




49

Should already have this file scanned in to WIA.

Notice at the bottom: Verified all were correct.

How do we show the participant is WIOA?

Create New File

John Arnold, Jr. 528-46-7931 05/12/2015

Delta Your WIN Job Center

2014

DW OJT

05/14/2015 Your NameVerified correct in WebX 05/25/2015

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7/1/2015 any person who has not completed training and/or still has funds that will be spent during PY2015 (july1-June 30, 2015) will have a “Carry-In” sheet in WebXtender. You ONLY send in the cover sheet to the WIOA file.

Notice at the bottom: • Verified in WebXtender but found

an error – the staff member mistakenly scanned the participant’s hours in WIOA instead of WIA folder.

• A correction sheet must be made and scanned to imaging and cc Jackie R.

• Staff will check WebX to make sure requested corrections have been made.

• Once verified that all items are correct, write verified at the bottom of the cover sheet.

• IS ANYTHING ELSE NEEDED?

Carry-In

Arnold, Jr. John 528-46-7931 05/12/2015

Delta Your WIN Job Center 2015

DW

DW OJT

07/22/2015 Your NameVerified in WebXtender – Error Found – Sent to OGM on 8/3/2015 ; Corrections Verified 8/12/2015

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• A WIA Cover sheet will be used to scan new documents in to John Arnold’s old WIA file.

• Notice at the bottom: It was verified by staff that all forms were found correct in WebXtender.• Notice the date verified is

8/6/2015.• Notice on the previous slide,

WIOA cover sheet had an issue shown and then showed all was correct.

Insert/Append to Current File John Arnold, Jr. 528-46-7931 05/12/2015

Delta

Your WIN Job Center 2014 DW

OJT

08/03/2015 Your Name Verified in WebXtender 8/6/2015

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45 year old, low-income, Donnie Lee Jones, III, SSN – 879-45-1623 was enrolled in MDCC’s Advanced Manufacturing on 7/20/2015 in your office.

• Which Cover(s) Sheet will you use? WIOA? Or WIA?• What will use select for “appropriate response”?




53

• Started after 7/1/2015 so WIOA only.

• Notice: Service Menu says “Customized Training”.

• Previously we did not have a customized training option.

• Now we do so all Manufacturing Tech participants will go under “Customized Training”.

Create New File

Jones, III Donnie 879-45-1623 07/20/2015

Delta

Your WIN Job Center 2015

Adult

Adult Customized Training

7/21/2015 Your NameVerified Correct in WebXtender 7/27/2015

54

Make up a cover sheet for the following participant:

24 year old, student, never worked, Ralph Paul Reed, SSN – 987-45-3261 was enrolled in MDCC’s Electrical Lineman Program on 8/3/2015 in your office.

• Which Cover(s) Sheet will you use? WIOA? Or WIA?• What will use select for “appropriate response”?




55

• Started 8/8/2015• Only needs a WIOA

WebXtender folder.• All MDCC’s Electrical

Lineman folder should be scanned to

“Customized Training”.• Notice: notes at

bottom….

Create New File

Reed Ralph 987-15-3261 08/03/2015

Delta

Your WIN Job Center 2015

Adult Adult

Customized Training

8/5/2015 Your NameVerified in WebXtender on 8/12/15 – Error Found and sent to imaging on 3/12/2015; Verified Correct on 8/24/2015

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Participant Name SSN Error Correction Needed Staff Name Extension

ATTACHMENT C WEBX CORRECTIONS

Send this form to: [email protected]. & cc Jackie Roberts

mailto:[email protected]

57

Follow-Up Services• Must be provided for participants who are placed in unsubsidized

employment, for 12 month minimum of follow-up after first date of employment.

• Follow-Up Services include: • tips for success in a workplace environment and • referral to supportive services.

• Follow-Up provides continuing link between participant and workforce system. • Staff will provide coaching and guidance to all participants after exit to ensure

that they remain on their targeted career path after exiting from the program. * OESS dashboard provide staff with a clear

understanding of upcoming outcomes, exiting participants and other items that need to be managed on a daily basis.

* Follow-up services do not extend the date of exit in performance reporting.

PY15 PerformanceUnder WIA Measures….

We Are Still Under WIA Measures until July 1, 2016

Adult Dislocated Worker

Entered Employment 1st Qtr. after exit

75% 64.8%

Employment Retention 2nd and 3rd Qtr. after exit

Measure 83.5%

Six Months Average Earnings 2nd and 3rd Qtr.

after exit

$12,372 $13,310

WIOA PerformanceMeasures Include….

Six New Performance Measures Starting July 1, 2016

Measures

EER - Employed 2nd Qtr. after exit

RR - Employed 4th Qtr. after exit

Median Earnings 2nd Qtr. after exit

Credential Rate (During participation in training or within a year after training)Measurable Skill Gains (By Program Year)Effectiveness in Serving Employers – 2nd QAE

Comparing WIA to WIOA Performance

WIOA Measures

EER - Employed 2nd Qtr. after exit RR - Employed 4th Qtr. after exit


Credential Rate (during participation in training or within a year after training)

Measurable Skill Gains (By program year)

Effectiveness in Serving Employers

WIA Measures




after exit None

None

None

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Average Earnings vs Median Income

• WIA – Average Earnings – If 7 participants had earnings in the 2nd and 3rd QAE. We would average the earnings of all those participants to determine if we met performance. Currently, the 6 month average income must be $12,372 for adult

and $13,310 for dislocated workers.• WIOA - Median Earnings – the performance will be negotiated at a later date.

• If 7 participants show earnings during the 2nd QAE of $4,000; $5,200; $6,001; $6,012; $8,700; $9,900; $32,500 - the Median Earnings would be $6,012. Because $6,012 is the middle wage (or middle number) of the 7 wages reported.

~ The Delta’s WIOA Median Earnings would not be met in this example because the median earnings are $6,186 per quarter for adult. The dislocated worker performance would not be met either since the dislocated worker earnings are $6,655.

• If there is an even number of participants then the average wage of the middle two participants would be the median earnings.

Example: $4,000; $5,200; $6,001; $6,012; $8,700; $9700; $9,900; $32,500 In this example the median wage would be $6,012 + $8,700 = $14,712/2= $7,356. ~ The Delta’s WIOA Median Earnings would be met in this example because the median earnings are $6,186 per quarter for adult. The dislocated worker performance would also be met since the dislocated worker earnings are $6,655.

…..And now for the shocker!We Are Still Under WIA And Already Some of

WIOA Performance Measures

Participants that have exited during July – Sept., 2015 Or after will be counted in WIOA measure.

Participants Exit July-Sept. 2015

WIA Measures WIOA Measures Participants Exit July-Sept. 2015

1st QAE – Oct. 2015 through December 2015


EER - Employed 2nd Qtr. after exit

2nd QAE – Jan-March 2016

2nd QAE – Jan-March 20163rd QAE – April-June 2016


RR - Employed 4th Qtr. after exit

4th QAE – July-September 2016

2nd QAE – Jan-March 20163rd QAE – April-June 2016

Six Months Average Earnings 2nd and 3rd Qtr. after exit



NONE NONE Credential Rate (during participation in or within

a year after trng.)

4th QAE – July-September 2016

NONE NONE Measurable Skill Gains (By program year)

End of PY15 – June 30, 2016

NONE NONE Effectiveness in Serving Employers


63

There’s really no way to “strategically exit” participants to ensure we meet WIOA performance as we have in the past with WIA participants.• In the past, after a participant completed training, we had 90 days to make

sure the participant was working. • If the participant was not working we would simply give the participant

another service that would restart the 90 day clock. • If the participant was working we would not give another service to

extend the 90 day clock, the participant would exit and we would get our “Employed 1QAE”.

Example: In the past, if a participant completed training on June 30th we had until September 22nd to follow-up (to make sure he was working). If not working, we would backdate a service to restart the 90 day clock. If he was working, we would not provide a backdated service so he would exit OESS. We would get credit for EE 1QAE. That’s still good for now under WIA. Everyone that’s exited in the 3rd quarter of 2015 will also count in at least two of our WIOA performance measures.

STRATEGICALLY EXITING

64

We would have to be able to backdate 180 days out…………………………………..but the 90 day clock stops that.

A 5% sanction of the Governor’s reserve is applied if a state fails to meet performance for 2 consecutive program years.

Local area performance reports are required to be made publicly available.

NOW WITH OUR NEW PERFORMANCE MEASURES

65

Delta Performance Based on WIOA Performance Measures

Using WIA Participants

Participant Eligibility

Employed in 2QAE

% Employed 2nd QAE

Median Earnings-

2QAE

Employment Retention – 4

QAE

Median Earnings

– 4QAE

Adult 246 87.8% $5,588 85% $5,811

Dislocated 41 86.4% $4,753 83% $5,145

Veterans 13 85.7% $7,846 91% $7,933

WIA Performance GOALS Adult Dislocated Worker


75% 64.8%


Measure 83.5%


after exit

$12,372 or $6,186 per quarter –

80%=$4,949

$13,310 or $6,655 per quarter –

80% = $5,324

Green = Met Goal Blue = met 80% of Goal Red = Failed Goal

66

How is “Entered Training Related Employment” Captured?

PROGRAM OUTCOME SCREEN

67

ETPL stays basically the same until Sept 2016

• Customer Choice – WJC give information so student can make an informed choice based on performance, location, cost of training

• Job-Driven Training – must lead to a job

• Provider Performance – must meet performance to be on the ETPL – must provide proof the course is a demand occupation.

• Continuous improvement - Future requirements will include performance reporting beyond the first year of implementation that will be addressed in separate guidance in the future.

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PERFORMANCE REQUIRED IN SECTION K – WIOA PARTICIPANTS

Number of participants who entered trainingNumber of participants who completed trainingNumber of participants who entered employmentPercentage of participants who are in unsubsidized employment during the 2nd QAEPercentage of participants who are in unsubsidized employment during the 4th QAEMedian earnings of program participants who are in unsubsidized employment during the 2nd QAE Percentage of participants who obtain a recognized postsecondary credential, or a secondary school diploma or its recognized equivalent during the participation in or within 1 year after exit from the programPercentage of participants who, during a program year, are in an education or training program that leads to a recognized postsecondary credential or employment and who are achieving measurable skill gains toward such a credential or employment.

69

Repository of Information You may read or download all WIOA policies, procedures & forms online @ www.southdeltapdd.com

Select: “Services”Select: “Delta Workforce Development Area”Select: “DWDA Downloads”

http://www.southdeltapdd.com/

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Rapid Response Activities for a quick response following an announcement of a closure or layoff which results in mass job loss. • Each Delta area WJC must have a designated Rapid Response employee.• Managers should report layoffs to Jackie to ensure the employer is contacted

concerning Rapid Response services available.• Name of Business, Name of Contact Representative, Address and Phone

number should be provided.

71

MONITORING WITHIN YOUR WJC

WebX

OJT

ITA

T-Log

CT

Follow- Up

OESS

ETPL

72

WIoA ~Workforce Innovation &

opportunity Act!

the wia ~ workforce investment act is no more……. 1

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