ITA Guidelines Training June 2021 Overview

Welcome to the 2021 WIOA Individual Training Account Training Summit. These guidelines supersede older versions and detail the establishment and utilization of Individual Training Accounts (ITAs) to assist participants in attaining training services. ITA participants are guided through career exploration and empowered to make informed decisions regarding training options. Discover more about eligibility, assessment processes, and responsible decision-making for occupational goals.

• Training
• Guidelines
• WIOA
• Career Exploration
• ITA

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1. 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

2. ITA GUIDELINES TRAINING June 2021 Welcome to the 2021 WIOA Individual Training Account Training Summit.

3. 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 Please shred, burn or otherwise destroy any previous versions of ITA Guidelines as they are no longer applicable.

4. 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)

5. 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.

6. 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.

7. ITA GUIDELINES TRAINING June 2021 Eligible Training Provider List Locate approved training for WIOA Integral part of pre-registration activities

8. 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

9. 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

10. 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

11. ITA GUIDELINES TRAINING June 2021 Eligible Training Provider List in the WIOA column Approved programs will have a Providers MUST be in business for 18 months to be added to the ETPL

12. 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)

13. 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

14. 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

15. 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 2nd & 4th quarter entered employment

16. 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

17. 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

18. ITA GUIDELINES TRAINING June 2021

19. 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%).

20. 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

21. 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.

22. ITA GUIDELINES TRAINING June 2021

23. 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)

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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)

30. 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)

31. 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

32. 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

33. 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

34. ITA GUIDELINES TRAINING June 2021 Case Notes Case notes should be titled according to the nature of the contact or stage of the WIOA process the client is in. Generic Subject Lines should be avoided when entering notes (ex: Monthly Contact or Client Contact ). Examples of Suitable Subject Lines for Case Notes WIOA Eligibility WIOA Enrollment Client Start Training Client Completed Training Credentials/MSGs Received and Entered Termination Received [Month] Monthly Contact [Month] Follow Up

35. ITA GUIDELINES TRAINING June 2021 DAVID - Dashboard for Alabamians to Visualize Income Determinations Good job training for an in-demand career can help increase earnings and raise the standard of living. Higher income from a new career can put the participant on a path toward self-sufficiency, which is when all bills are paid without having to rely on public assistance

36. ITA GUIDELINES TRAINING June 2021 DAVID - Dashboard for Alabamians to Visualize Income Determinations Making an informed choice can be difficult when enrolled in public assistance programs. As earnings increase, benefits from some of these programs can be lost, but this potential loss can be difficult to predict. This dashboard can help individuals better understand these changes

37. ITA GUIDELINES TRAINING June 2021 DAVID - Dashboard for Alabamians to Visualize Income Determinations This dashboard gives information about which in-demand careers likely to help overcome a loss of public assistance and leave individuals in a better position financially. The dashboard also shows how long it will take to achieve self- sufficiency on a chosen career path

38. 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

39. ITA GUIDELINES TRAINING June 2021

40. ITA GUIDELINES TRAINING June 2021 PRE-REGISTRATION ACTIVITIES All Alabama Career Centers must have pre- registration activities/packets designed to assist in the career exploration portion of a comprehensive assessment that identifies a career pathway for a potential participant Pre-registration packets must be returned in a timely manner if a potential participant expects to enter class in a timely manner

41. 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

42. 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

43. ITA GUIDELINES TRAINING June 2021 Customer Name: ________________________________ Career Specialist: ____________________________ Date Given: _________________________________ Date to Return: _________________________________ ITA Pre-Registration Activities

44. 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

45. ITA GUIDELINES TRAINING June 2021

46. ITA GUIDELINES TRAINING June 2021 GENERAL WIOA ORIENTATION These orientations should be conducted regularly and early enough to allow participants time to complete all necessary requirements for ITA enrollment These orientations should be advertised at the Career Center and through social media and may be conducted in several sessions depending upon the number of interested customers

47. 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

48. 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.

49. 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

50. ITA GUIDELINES TRAINING June 2021 FUNDS AVAILABILITY 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

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