ITA Guidelines Training June 2021 Overview

ITA GUIDELINES TRAINING

June 2021

PRESENTERS:

Area Managers:

Region 1, Kevin Kidd

Region 2, Ruby Beezley

Region 3, Larry Jowers

Region 4, Susan Kozlowski

Region 5, James Ramsey

Region 6, Jenny Stephens

Region 7, Laura Bethea

Tammy Wilkinson, WDD

Director

Tracey Smith

Donna Rowe

Glenda Alexander

Jes Thompson

Karen Williams

Jill Grant

ITA GUIDELINES TRAINING

June 2021

Welcome to the 

2021 

WIOA

Individual Training Account

Training Summit.

ITA GUIDELINES TRAINING

June 2021

These July 2021 WIOA Individual Training

Account Guidelines supersede, replace,

override,  and in all ways negate any older

versions of  guidelines previously received.

Please shred, burn or otherwise destroy any

previous versions of ITA Guidelines as they are

no longer applicable.

ITA GUIDELINES TRAINING

June 2021

Accounts established by the Department of

Commerce, Alabama Workforce Development

Division Board on behalf of the Workforce

Innovation and Opportunity Act to assist Adult,

Dislocated Worker and Youth participants in

attainment of Training Services through

scholarships will be called

Individual Training Accounts 

(ITAs)

ITA GUIDELINES TRAINING

June 2021

Individual Training Accounts are not

“entitlement programs”.

The “need” for training must be indicated

through the assessment process and

documented in Case Notes and on the IEP/ISS.

ITA GUIDELINES TRAINING

June 2021

ITA participants are empowered through

Career Exploration via Labor Market

Information, Career Planning and Guidance

provided by Career Center staff and

Information found on the Eligible Training

Provider List (ETPL) as they make a

responsible decision deciding on training

which best meets their occupational goals.

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Locate approved training for WIOA

•

Integral part of pre-registration

activities

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Provides information on cost and

length of training

•

Provides information on success

rates of training providers

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Cost information found on the ETPL will

be entered by the provider

•

There will be no “lump sum” costs on

the ETPL.  All costs will be itemized

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Will be updated yearly

•

ETPL will be available to enter new Training

programs or update info from July 1 through

October 31 each program year

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Approved programs will have a

 in the WIOA column

•

Providers MUST be in business for 18 months

to be added to the ETPL

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Programs MUST have 12 months of

successful performance data to be added to

the ETPL

•

Credentials provided must be in alignment

with the Alabama Committee on

Credentialing and Career Pathways (ACCCP)

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Are reasonable in cost in comparison with

other training programs offered by other

providers in a region, a local area, or

throughout the State

•

Training will lead to family sustaining wages as

identified on the LLSIL 200% Poverty Level

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Programs funded solely by WIOA funds will

be removed from the ETPL

•

Programs must award certificates during

training and not wait for test results or

National Certifications

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

Training-related employment is the expected

outcome for all programs on the ETPL

•

Providing credentials is not enough, as all

participants, must meet 2

nd

 & 4

th

 quarter

entered employment

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List

•

All

approved providers and programs will be

placed in the drop-down in AW!

•

When searching, whether by Provider or

Program, all locations will be shown in the

Service/Location box

ITA GUIDELINES TRAINING

June 2021

Eligible Training Provider List Questions

Jill Grant

334-353-1041

Jill.Grant@commerce.Alabama.gov

https://alabamaworks.alabama.gov/vosnet/dr

ills/program/ApprovedPrograms.aspx

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

Individual Training Accounts will be provided for

participants to fund training in high-wage and high-

demand occupations that have potential for future

growth, that align with ACCCP and which lead to

economic self-sufficiency (200%).

ITA GUIDELINES TRAINING

June 2021

CUSTOMER SERVICE

•

Customers can be served at any Career Center

regardless of the type of training they request

within the Governors Local Workforce Area

(GLWA)

•

GLWA Career Centers can serve any Training

Provider on the State of Alabama ETPL

regardless of their location

ITA GUIDELINES TRAINING

June 2021

CUSTOMER SERVICE

•

There is no requirement of sequence of

services, however suitability requirements

must still be addressed

•

Suitability can be addressed through

workshops, assessment tests, etc.

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

COMPREHENSIVE ASSESSMENT

All ITA participants must receive a Comprehensive

Assessment including:

•

In-depth Interview

•

Academic Assessment

•

Aptitude/Interest Inventories

•

Objective Assessment Summary &

      Individual Employment Plan Service Strategy

•

Dashboard for Alabamians to Visualize Income

Determination (DAVID)

ITA/IR GUIDELINES TRAINING

June 2021

IN-DEPTH INTERVIEW

•

An in-depth interview will be used to gather more

specific information on a job seeker’s past work

history, training and education previously received,

levels of employability, and career goals

•

The interview may also assist in identifying

employment barriers and supportive service needs

not discovered earlier so that appropriate referrals

can be made for the customer

ITA GUIDELINES TRAINING

June 2021

ACADEMIC ASSESSMENT

TABE 

•

The Test of Adult Basic Education (TABE) will be used

for determination of basic skills levels for Adults,

Dislocated Workers and Youth and 

should be

administered by Adult Education Partners

•

All ITA applicants will be given the TABE Locator Test

to determine suitability for an ITA

ITA GUIDELINES TRAINING

June 2021

TABE

•

Applicants MUST score “M” Level or higher

on the TABE Locator Test to be considered for

an ITA

•

Applicants scoring less than M Level on the

Locator will be referred to Adult Education

programs for basic skills remediation

ITA GUIDELINES TRAINING

June 2021

TABE

•

Once applicants score M Level on the TABE

Locator, they may be provided an ITA

•

There is no limit to the number of times an

applicant can retake the Locator, as long as,

they are actively receiving remedial services

ITA GUIDELINES TRAINING

June 2021

RECORDING ITA GRADE LEVELS IN AW!

•

To record TABE scale scores in AW!

•

Staff Profiles

•

Case Management Profile

•

Assessments

•

Basic Skills Assessment

•

  After remediation, customers should retest, and upon reaching the

required 

Locator Score

, that 

information

 should be entered in 

AW!

•

Case 

notes should state the customers deficiency and, upon

remediation, their proficiency and readiness to be served in an ITA

ITA GUIDELINES TRAINING

June 2021

APTITUDES / INTEREST INVENTORIES

There are many acceptable diagnostic tools that may be used

to determine occupational skills, abilities and aptitudes for all

Adults and Dislocated Workers enrolled in an ITA

My Next Move (

www.MyNextMove.org

)

My Skills My Future (

www.myskillsmyfuture.org

)

Career Infonet: (

www.careerinfonet.org

)

Career One Stop: (

www.careeronestop.org

)

Key Train: (

www.keytrain.com

)

ITA GUIDELINES TRAINING

June 2021

APTITUDES / INTEREST INVENTORIES

The recommended tool used to determine

Occupational Aptitudes, Interests, Skills and

Abilities in Alabama is “MyNextMove” which is

recommended by the U.S. Department of Labor

My Next Move (

www.MyNextMove.org

)

ITA GUIDELINES TRAINING

June 2021

Development of Objective Assessment Summary &

Individual Employment Plan Service Strategy

•

The Individual Employment Plan (IEP) is an on-going

strategy jointly developed by the participant and the

Case Manager that identifies employment goals,

achievement objectives, and a combination of services

for the participant to 

determine

 career pathways

leading to attainment of career objectives and

achievement of employment goals

ITA GUIDELINES TRAINING

June 2021

Development of Objective Assessment Summary &

Individual Employment Plan Service Strategy

The IEP/ISS/Case Notes document information considered

when deciding to provide an ITA:

•

Case Notes are an integral part of the IEP/ISS

•

As participants progress through training the

IEP/ISS/Case Notes are continuously updated

and amended to record the participant’s

progress toward stated goals

ITA GUIDELINES TRAINING

June 2021

Development of Objective Assessment Summary &

Individual Employment Plan Service Strategy

•

The greater majority of ITA participants in Alabama are

economically disadvantaged.  ITA funding can not fully meet

all financial needs of a participant enrolled in training

•

Make sure you document all “Unmet Needs” of a participant

in the Supportive Services section of the IEP and Case Notes

ITA GUIDELINES TRAINING

June 2021

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June 2021

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June 2021

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June 2021

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ITA GUIDELINES TRAINING

June 2021

VALUE OF THE COMPREHENSIVE ASSESSMENT

•

The determination to provide ITA funds to an individual is

based solely on the Comprehensive Assessment

•

No such thing as “one and done”

•

Stackable Credentials in a Career Pathway

•

Previous Degrees

•

Out of date and no longer in demand.

•

Change in Personal Circumstances

•

Previous funding by WIOA/WIA/JTPA/CETA does not

automatically rule out training

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

PRE-REGISTRATION ACTIVITIES

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ITA GUIDELINES TRAINING

June 2021

PRE-REGISTRATION ACTIVITIES

These Pre-registration Activities 

should

•

help potential students to think about the training

they have requested and its value to them

•

make them think about the impact this decision will

have on their lifestyle

•

help them think about their career pathway to

future careers

These Activities 

should not

•

be designed to screen applicants out

•

be punitive in nature

ITA GUIDELINES TRAINING

June 2021

PRE-REGISTRATION ACTIVITIES EXAMPLES

•

Career Center Workshops

•

LMI Exploration 

•

Online Workshops (i.e. KeyTrain)

•

Partner Workshops

•

College Catalog Questionnaire

•

Review of Course Requirements

•

Completion of Remedial Course Work

•

Completion of Prerequisite Course Work

•

Time Management Exercises

•

Child Care Verification

ITA GUIDELINES TRAINING

June 2021

ITA Pre-Registration

Activities

Customer Name

: ________________________________ 

Career Specialist:

 ____________________________

Date Given:

 _________________________________ 

Date to Return:

 _________________________________

ITA GUIDELINES TRAINING

June 2021

EQUAL OPPORTUNITY INFORMATION:

•

All customers of the Career Centers and

participants of the ITA Programs are guaranteed

Equal Opportunity under the law as provided in the

WDD/AWDA Workforce Innovation and

Opportunities Act (WIOA) Grievance and Complaint

Procedures

•

Make sure you cover this topic during ITA

orientation, as well as, enrollment into ITA

Individualized Career  Services

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

GENERAL WIOA ORIENTATION

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ITA GUIDELINES TRAINING

June 2021

ITA Orientation

•

Prior to entering training approved ITA

participants must attend a mandatory ITA

Orientation

•

May be conducted in a group setting or on

an individual basis

ITA GUIDELINES TRAINING

June 2021

ITA Orientation

•

Refer to ITA Guidelines Page 18 & 19 for topics to

be covered

Make sure you discuss Follow-Up!!!

•

Upon completion of Orientation, participants will

sign the Training Rules and Responsibilities form.

ITA GUIDELINES TRAINING

June 2021

ITA Orientation

•

Participants are required to report each term to

review, initial and date the Rules &

Responsibilities form

•

Failure to report, provide required information

and sign the R&R form will result in a hold being

placed on the participant’s funding

ITA GUIDELINES TRAINING

June 2021

F

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D

S

A

V

A

I

L

A

B

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T

Y

•

 ITA funds are available for tuition and fees ONLY

•

Pell Grant, WIOA Supportive Services, or other

funding will pay for books and supplies

•

If the training is not Pell Grant eligible, the ITA will

cover tuition, fees, books & supplies up to the

maximum cost category amount

ITA GUIDELINES TRAINING

June 2021

F

U

N

D

S

A

V

A

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L

A

B

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T

Y

•

Students are required to apply for the Pell grant,

their letter of award will be proof of Pell eligibility

or ineligibility

•

If items are not required for every student in the

program, regardless of funding source, they are

not allowable costs for ITA participants

ITA GUIDELINES TRAINING

June 2021

F

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N

D

S

A

V

A

I

L

A

B

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L

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T

Y

•

Participants must be enrolled in training that

results in job ready status at completion of 104

weeks or less

•

No AS Degrees

•

No single subject training such as CPR, forklift

operator, etc.

•

No four-year degrees unless an exception is

granted

ITA GUIDELINES TRAINING

June 2021

Funds Availability for

Completion of a 4-year degree

•

Only for extraordinary circumstances i.e., job loss

•

Approved on a case-by-case basis through Area

Management and WDD

•

Requires a 3.0 GPA

•

Can be completed in

 4 Semesters 

or less

•

High-Wage/High-Demand Occupation

•

Curriculum must be on ETPL

•

Client will still need to apply each program year

ITA GUIDELINES TRAINING

June 2021

Funds Availability for ONLINE COURSES

•

Training program must be on the ETPL

•

100% 

of required courses may be taken on-line

•

Online Training is only available for institutions

with a physical location within the State of

Alabama.

ITA GUIDELINES TRAINING

June 2021

UNAVAILABILITY OF FUNDS

•

WIOA does not pay for the following:

•

Retakes of failed or dropped courses

•

Courses not required by the curriculum

•

Remedial, general studies or pre-requisites

•

Non-credit courses of any kind

•

Training that does not lead to a recognized

Credential

ITA GUIDELINES TRAINING

June 2021

UNAVAILABILITY OF FUNDS

ITA Funds will no longer pay for:

•

Tools and Equipment (if the participant receives

Pell Grant funding)

•

Textbooks (if the participant receives Pell Grant

funding)

•

More than 4 (four) semesters of training

•

(FIRST 1 or 2 semesters of a 5-6 semester

program must be covered by Pell Grant or

other funds)

ITA GUIDELINES TRAINING

June 2021

UNAVAILABILITY OF FUNDS

ITA Funds will no longer pay for:

•

After-graduation, expenses such as certification

or licensing fees will no longer be paid by ITA

funds

•

Students may apply for supportive services

assistance with costs associated with certification

tests, fees and licensures

ITA GUIDELINES TRAINING

June 2021

FULL-TIME AND YEAR-ROUND TRAINING

•

Courses must be full-time and allow for

year-round attendance

•

Inability to schedule classes can constitute a

break in training

ITA GUIDELINES TRAINING

June 2021

FULL-TIME AND YEAR-ROUND TRAINING

•

Participants must ensure they schedule a

minimum of 12 hours per semester (full-

time)

•

Failure to schedule full-time classes may

result in an inability to complete within the 

4

semesters

ITA GUIDELINES TRAINING

June 2021

FULL-TIME AND YEAR-ROUND TRAINING

•

ITA’s provide technical/occupational-specific

skills training that leads to the attainment of

a technical degree, certificate or license in 

4

semesters

 of training (or less)

•

Contracts may exceed 

4 semesters total

 only

in extraordinary circumstances

ITA GUIDELINES TRAINING

June 2021

FULL-TIME AND YEAR-ROUND TRAINING

•

In extraordinary circumstances participants may not

complete in the allotted time of their contract

•

Extensions may be requested

•

Submit your requests in writing to your Area Manager to

submit to WDD 

(If approved, state the reason for the

extension in comments when you amend the contract to

extend the end date)

•

A full explanation of the circumstances must be provided

in the written request to include training type, reason for

delay in completion, additional costs, etc.

ITA GUIDELINES TRAINING

June 2021

RE-ENROLLMENT IN AN ITA

•

Participants previously served on an ITA who

failed to complete training may be considered for

re-enrollment

•

Grades, attendance, Case Management notes and

special circumstances will be taken into

consideration

ITA GUIDELINES TRAINING

June 2021

RE-ENROLLMENT IN AN ITA

•

Funds previously expended will be deducted from

the maximum allowable amount for the current cost

category

•

Contract should be written for the remaining time

and funds

ITA GUIDELINES TRAINING

June 2021

TRAINING COSTS AND UNMET NEEDS

Participants will be counseled on cost-effective training

options.

•

Participants are responsible for any costs 

in excess

of funds made available for the ITA Contract

•

Participants are provided information on other

funding sources including Pell Grant, Scholarships,

Supportive Services, etc.

ITA GUIDELINES TRAINING

June 2021

TRAINING COSTS AND UNMET NEEDS

•

Participants must complete a Pell Grant

application for each school year

•

Participants will be counseled regarding

student loan indebtedness

•

Case Manager will document un-met needs

on the IEP/ISS

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

ITA Enrollment Procedures

•

Participants will not be enrolled with a training provider

until the Career Center has received approved contract from

WDD

•

Career Center staff will notify both the participant and the

training provider of contract approval

•

Participants 

should receive 

Career Services while awaiting

contract approval 

(Place info in case notes)

•

Services provided, such as Career Guidance, Job Shops, etc. will be

entered in the electronic data base and case notes

ITA GUIDELINES TRAINING

June 2021

ITA Enrollment Procedures

•

Participants should be made aware, during

orientation to the ITA process, that it is their

responsibility to report their attendance on the

first day of class to their Case Manager

•

Case Manager should check with the participant

and/or Training Provider 

within 24 hours

 to ensure

participant reported to training as scheduled

ITA GUIDELINES TRAINING

June 2021

Failure to Report

•

Not reporting to the Training Provider on the first

day of scheduled training can result in a Failure to

Report (FTR)

•

“Dropped Out” Completion Code should be entered in

the closing tab of the 300 activity in Alab

amaWorks!

•

DO NOT USE the “Dropped Out” Completion Code for

any other reason than FTR

ITA GUIDELINES TRAINING

June 2021

Failure to Report

•

Failure to Report should be reported to the 

ITA email and

Training Provider 

immediately

 upon determination by

Career Center staff

•

ITA Payment Unit will wait 7 calendar days before

processing payment to give Career Center staff adequate

time to verify participant has reported to training or failed

to report to training

•

This does not mean Career Center staff have a week to

submit a Failure to Report

ITA GUIDELINES TRAINING

June 2021

Vacating an ITA

•

Termination Form will provide completion and job

placement information

•

Must be submitted within 2 weeks of separation

from training

•

Career Center staff will complete and submit

based on verified information

ITA GUIDELINES TRAINING

June 2021

Vacating an ITA

MSGs MUST be entered before showing the

training service is completed and before the

closure is created

OR

THEY ARE NOT COUNTED TOWARDS

PERFORMANCE

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

TAA Co-Enrollment

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ITA GUIDELINES TRAINING

June 2021

TAA Co-Enrollment

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ITA GUIDELINES TRAINING

June 2021

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ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

CASE MANAGEMENT & COMMUNICATION

Case Management/Communication begins at

registration into Individualized Career Services and

continues as long as participants receive any services

provided by the Alabama Career Center, WIOA

funded partners and non-WIOA funded partners

ITA GUIDELINES TRAINING

June 2021

CASE MANAGEMENT AND COMMUNICATION

Case manager will:

•

Thoroughly document all actions in 

Case Notes

and enter services 

to support decisions and

activities

•

Services entered will be reflected on the IEP

•

Provide written evidence of a working relationship

between participants and staff

ITA GUIDELINES TRAINING

June 2021

CASE MANAGEMENT AND COMMUNICATION

•

Case Management notes are electronic and

are maintained in participant’s 

electronic files

for a period of 9 years from last date of

service

ITA GUIDELINES TRAINING

June 2021

Progress Reports

•

Communication between ITA participants and

Career Center staff is essential to the success of

the individual and the maintenance of the

training account

•

The initial progress report should be

accomplished by the end of the first month of

training

ITA GUIDELINES TRAINING

June 2021

Progress Reports

•

Progress reviews are required monthly and can be

accomplished by

•

Phone

•

Text

•

Email

•

Social media

•

In person at center or training provider

ITA GUIDELINES TRAINING

June 2021

Progress Reports

•

The requirement for monthly contact must also be

met for Youth who are co-enrolled with a Youth

Service Provider and an ITA

•

Grades and supportive services needs must be

discussed at 

every

 monthly contact and

documented in case notes

ITA GUIDELINES TRAINING

June 2021

Progress Reports

•

In person

 progress reviews are 

required no less than

once per semester/term

 and participants will

provide

•

Grades

•

Schedules

•

Pell Grant information

•

Sign Rules & Responsibilities

•

Current contact information

ITA GUIDELINES TRAINING

June 2021

PROGRESS REPORTS

•

Participants who fail to make their regularly

scheduled progress reviews and provide

documentation of progress will have a hold placed

on their Individual Training Account

•

Continued failure to make progress reviews will

result in the loss of remaining funds budgeted for

the ITA

ITA GUIDELINES TRAINING

June 2021

In Progress 

Measurable Skills Gain

•

A reportable performance measure for WIOA 

that

must be entered each quarter

•

Reported in Real Time

•

Participation in an education or training program

that leads to a 

Credential

 and/or employment

must have MSGs reported

•

Documents achievements toward credential or

employment

•

Must be 

documented in AlabamaWorks!

ITA GUIDELINES TRAINING

June 2021

In Progress 

Measurable Skills Gain

•

Examples of In Program 

MSGs 

for ITA

•

Educational Functioning Level gain

•

High School Diploma

•

GED attainment

•

College-level course completion in CHOSEN Career

Pathway

•

College-Level Math or English course completion

•

Credit accumulation of 12 semester hours

•

Credit accumulation of 24 semester hours

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

BREAK IN TRAINING PROCEDURES

•

There is no longer a Plan Gap for participants

•

However, participants may have a break in

training for any number of reasons (child birth,

military, sickness, class failure, etc.)

ITA GUIDELINES TRAINING

June 2021

BREAK IN TRAINING PROCEDURES

•

Monthly contacts must continue during the

break in training 

and must be documented in

case notes 

and services

•

Case Managers will 

assist participants during a

break in training

 with referrals to supportive

services in an effort to assist them in returning

to training as quickly as possible

ITA GUIDELINES TRAINING

June 2021

BREAK IN TRAINING SERVICE

•

Break in Training 

ARE NOT to be used for

participants who are unable to schedule a class

for any particular semester

•

Extend  ITA Contract end date as necessary

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

COMPLETION OF TRAINING SERVICES

•

All WIOA services will be closed at the

completion of training

•

MSGs will be entered before closing the training

services

•

Staff should verify information with Training

Provider to complete termination forms

ITA GUIDELINES TRAINING

June 2021

COMPLETION OF TRAINING SERVICES

•

Multiple Outcomes can be recorded

–

Certificates from training completion

–

Unofficial Transcript Information

–

Licenses or degrees

•

All outcomes must be linked to Training Provider

ITA GUIDELINES TRAINING

June 2021

COMPLETION OF TRAINING SERVICES

•

All outcome information should be reported in the

electronic system in real time

•

Outcome information can be placed in the data

system after the services are completed

•

Tracking, reporting employment attainment, and

follow-up services will be documented in Case

Notes and in the Follow Up tab each quarter

ITA GUIDELINES TRAINING

June 2021

Training Related Employment

•

Defined as employment in which the individual

uses a substantial portion of skills taught in the

training received

•

Must be the expected outcome of any ITA provided

  reportable item

•

Entered into AW! under the closure tab/employer

information and again under the follow up tabs

ITA GUIDELINES TRAINING

June 2021

Training Related Employment

•

New Hire information 

can be used as a source

•

  O*Net Crosswalks are available to document and

report training related outcomes

•

 O*Net code must be entered in job information

as well as the Follow Up tab

ITA GUIDELINES TRAINING

June 2021

Training Related Employment

•

If the occupation code matches the training O*Net

Code the system will automatically answer

training related as “Yes”

•

If the occupation code does not match, but the job

uses skills directly related to training, case

managers can answer training related as “Yes”

•

The case managers answer will override the

system

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for ADULTS

AND DISLOCATED WORKERS

•

Employment Rate 2

ND

 Quarter:

•

Measured in the 2

nd

 quarter after the exit quarter

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

•

Employment Rate 4

TH

 Quarter:

•

Measured in the 4

th

 quarter after the exit quarter

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for

ADULTS AND DISLOCATED WORKERS

•

Median Earnings:

•

Only 

Measured in the 2

nd

 quarter after the exit quarter

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

•

Measurable Skills Gains (In-Progress):

•

Measured in real time!

•

NOT EXIT-BASED!

•

Measured EACH PROGRAM YEAR, but reported each quarter

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for

ADULTS AND DISLOCATED WORKERS

•

Credential Rate:

•

Measured in the 

4

th

 quarter 

after the exit quarter

•

Diplomas, GEDs, Licenses

•

Postsecondary Degrees

•

Industry Recognized Certification

•

Measurable Technical or Occupational Skill

•

Apprenticeship Certificate

Indicates an individual has mastered competencies

and knowledge 

relevant to the labor market

.

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for

ADULTS AND DISLOCATED WORKERS

•

When recording the date that the

degree/certificate or credential was attained,

enter the date indicated on the degree,

certificate, or credential.

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for

ADULTS AND DISLOCATED WORKERS

•

Credentials are issued by:

•

Accredited Educational Institutions

–

HS Diploma, AAS Degree, BS Degree, GED, Job Corps

•

State-approved Training Providers

–

OTR Driver, Welding ,  and Pre-apprenticeship Programs

•

State-approved Licensing Agencies

–

CDL, LPN, CNA, EMT, Cosmetologist/Barber,

•

Industry-recognized Training Associations

–

Microsoft Training

•

Registered Apprenticeship Programs

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES AND PERFORMANCE for

ADULTS AND DISLOCATED WORKERS

•

Credential Rate

•

NOT

a Credential:

•

Single-skill Certificate (Forklift Operator, CPR, Driver License)

•

Certificates of Attendance

•

Work Readiness Certificates/Work Keys Certificates

•

Ready to Work

•

CRCs

•

High School Certificate of Completion

•

High School Certificate of Attendance

•

Employer Certificates (OSHA 10 Hr. Card)

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES/PERFORMANCE for YOUTH

•

Placement in Employment, Training or Education Rate 2

nd

Quarter:

•

Measured in the 2

nd

 quarter after the exit quarter

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

•

Placement in Employment, Training or Education Rate 4

th

Quarter:

•

Measured in the 4

th

 quarter after the exit quarter

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES/PERFORMANCE for YOUTH

•

Median Earnings:

•

Only 

Measured in the 2

nd

 quarter after the exit quarter

•

Training related performance is counted as well

•

Based on UI Wage Data or WRIS Data Base

•

Supplemental Data may be considered

•

Measurable Skills Gains (In-Progress):

•

Measured in real time!

•

NOT EXIT-BASED!

•

Measured EACH PROGRAM YEAR, but reported each quarter

ITA GUIDELINES TRAINING

June 2021

ITA OUTCOMES/PERFORMANCE for YOUTH

•

Credential Rate:

•

Measured in the 4th quarter after the exit quarter

•

Includes all credentials listed on the Adult/DW slide

DIPLOMA OR GED WILL BE COUNTED AS A CREDENTIAL

(Positive Outcome) 

ONLY

 IF THE YOUTH IS EITHER

EMPLOYED OR ENROLLED IN A TRAINING PROGRAM

LEADING TO A POSTSECONDARY CREDENTIAL WITHIN ONE

YEAR AFTER EXIT!!

•

FOLLOW-UP Services are Critical to showing Credential

attainment on HS and GED student participants

ITA GUIDELINES TRAINING

June 2021

SUCCESSFUL OUTCOMES ARE EVERYONE’S

BUSINESS IN THE CAREER CENTERS!

•

Update Resume’

•

Post on 

AW!

•

Provide copies as needed for Job Search

•

Job Search Assistance

•

Notify Business Services Team

•

Consider Short-Term OJT

•

Consider WBL for Youth

ITA GUIDELINES TRAINING

June 2021

SUCCESSFUL OUTCOMES ARE EVERYONE’S BUSINESS

IN THE CAREER CENTERS!

•

All Career Center staff will be involved in Job Search Activities

for ITA completers

•

Email all staff a list of recent graduates and the type of

employment they are seeking

•

Continue Monthly Contacts and document them in 

Case

Notes

•

Make sure completers know they are responsible for

providing employment information to Career Center staff

when contacted

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP FOR ADULT and DW

•

Begins the first day after program/services

completion

•

The first follow up is reported on the 90

th

day after completion of all services

•

Subsequent Follow Up is reported on the

final day of each quarter

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP FOR ADULT and DW

•

Follow up can 

be accomplished by

•

Face-to-face meetings

•

Phone call, text, email, or letters

•

First-hand knowledge (must be

documented)

•

UI Wage verification/Data Station

Screens

•

New Hire data

•

Supplemental data

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP ADULT and DW

Follow Up services are designed to:

•

Prevent job loss

•

Ensure job retention

•

Document wage gains

•

Document career progress

•

Employment Verification Form

•

Address issues before they become

PROBLEMS

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP ADULT and DW

Other Follow Up services include:

•

Further Career Planning

•

Counseling for job retention

•

Employer contact regarding work-related

problems

•

Info on Peer Support groups

•

Info on additional training/education

•

Referral to Supportive Services

DOCUMENT ALL CONTACTS IN CASE NOTES!

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP FOR ADULT and DW

Follow-Up attempts must be documented.

•

Case Notes

•

Follow-Up Tab

•

Follow up attempts must be made each

quarter

•

Up to 6 attempts can be documented

each quarter in order to gather necessary

information

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP ADULT and DW

•

Contacts may cease if, and only if, one of

the following reasons is documented and

recorded in case notes

•

No longer employed with initial employer

and current employer unknown

•

Moved and left no forwarding address

•

Phone has been disconnected

•

No alternative contact info is available

•

Participant refuses Follow-Up services

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP ADULT and DW

•

This must be reported in the Follow Up tab

for each successive quarter

•

At the end of the 12

th

 month Case

Managers will document the end of follow-

up services

•

Electronic files will be checked to ensure all

documentation has been uploaded in AW!

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP SERVICES FOR YOUTH

•

Begin at completion of Youth Services

activities

•

Will be provided monthly for twelve

months

•

Follow Up will be documented monthly in

case notes

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP SERVICES FOR YOUTH

•

Follow Up will also be documented

quarterly in the Follow Up tab

•

Provided to ensure successful

continuation of employment or training

and education

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP SERVICES FOR YOUTH

•

Should be more than just a contact to

gather performance information

•

Can include, but are not limited to

•

Supportive services referrals

•

Adult mentoring

•

Leadership activities

•

Peer support groups

•

Progress tracking during and after training

•

Assistance with work-related issues

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP SERVICES FOR YOUTH

•

There are no minimum number of

contacts for Youth

•

Follow-Up for Youth must continue for

    12 full months after date of last service

ITA GUIDELINES TRAINING

June 2021

FOLLOW-UP SERVICES FOR YOUTH

•

This has to be reported in the Follow Up tab

for each successive quarter

•

 At the end of the 12

th

 month Case Managers

will document the end of follow-up services

•

Electronic files will be checked to ensure all

documentation has been uploaded in AW!

ITA GUIDELINES TRAINING

June 2021

ITA GUIDELINES TRAINING

June 2021

SUPPLEMENTAL DATA

•

Can be used to capture Entered Employment,

Employment Retention and Average Earnings

performance measures

•

Documents performance information on

participants not captured in UI wage records or

the WRIS data base

•

Gathered during Follow-Up contacts

ITA GUIDELINES TRAINING

June 2021

SUPPLEMENTAL DATA

Employment Information generally not found in

UI wage records:

•

Self-employed

•

Federal Employee

•

US Postal Service

•

Military

•

Railroad employee

•

Agricultural Employment

•

Tips, Cash only and Commission-based jobs

ITA GUIDELINES TRAINING

June 2021

SUPPLEMENTAL DATA

Documented by:

•

Pay stubs, W-2 or 1099 forms, written

verification from employer

•

Telephone/mail verification via employer

•

Telephone/mail verification via self-

employed

•

Business licenses or administrative records

•

Verification by a partner service

•

Tax records

ITA GUIDELINES TRAINING

June 2021

SUPPLEMENTAL DATA

WDD will identify program exiters who have

not been found in UI or WRIS wage records.

•

A print-out of these individuals will be

provided to Career Centers within 30 days of

exit so that supplemental data can be

gathered and provided

•

This will be done during the 2

nd

 and 4

th

quarters following the exit quarter

ITA GUIDELINES TRAINING

June 2021