Transcript Document

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