TRAINING SERIES

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TRAINING SERIES

• WIA Closure, Exit and Follow-up

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Activity Closure

• All activities and services provided through WIA
  adult, dislocated worker, or youth funding must
  be recorded in the States management information
  system, Employ Florida Marketplace (EFM).
• For each activity or service, a projected end
  date is entered in EFM.
• At the conclusion of the service or activity, the
  activity must be closed in EFM.

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Activity Closure

• When activities are closed in EFM, case managers
  may record the attainment of a credential (degree
  or certificate). This will affect two federal
  performance outcomes
• Attainment of a Degree or Certificate (youth
  outcome)
• Adult/Dislocated Worker/Youth Employment and
  Credential (degree or certificate)

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Activity Closure

• Credential (certificate or degree) attainment
• Available at the conclusion of any youth activity
• Available at the conclusion of training
  activities for adults dislocated workers

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Case Closure

• Once all WIA activities have been closed, a WIA
  Case Closure can be created.

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Case Closure

• Case Closure provides an opportunity to report
  outcome information which will yield positive
  performance
• Employment information
• Credential (certificate/degree) information
• Youth outcome information (literacy/numeracy and
  skill attainment)

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Case Closure

• Additional benefit from the creation of a case
  closure
• Ability to provide follow-up services

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Follow-up Services

• Follow-up services that may be provided after WIA
  Case Closure or after Exit include
• Mentoring tutoring
• Job search job support activities
• Supportive services
• Referrals to community resources

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Exit

• An exit takes place after a client ceases to
  receive any service from one of three federal
  workforce programs (WIA, Wagner-Peyser, Trade
  Act).
• Generally, case managers do not create an exit.
• EFM is set up to create a soft exit for an
  individual who has not received a service from a
  federal program for at least 90 consecutive days.

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Exit

• The exit date for a soft exit is the last day of
  activity.
• Case managers need to manually record an Exit
  (hard exit) for individuals who meet one of the
  criteria for a global exclusion.

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Global Exclusion

• A Global Exclusion is available for individuals
  who have a planned gap in service that will
  exceed 90 days for one of the following reasons
• Health/Medical Participant receiving medical
  treatment that precludes entry into unsubsidized
  employment or continued participation in the
  program
• Institutionalized Participant is residing in an
  institution or facility providing 24-hour
  support, such as a prison or hospital

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Global Exclusion

• Deceased
• Reservist called to active duty Participant is
  a member of the National Guard or military
  Reserve unit and is called to active duty
• Family care Participant is providing care for a
  family member with a health/medical condition
  that precludes entry into unsubsidized employment
  or continued participation in the program

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Global Exclusion

• Relocated to a Mandated Program (youth
  participants only) the participant is in the
  foster care system or another mandated
  (residential or non-residential) program and has
  moved from the area as part of such a program.
  This does not include relocation to a Job Corps
  center

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Global Exclusion

• An individual who did not disclose a valid social
  security number is also excluded from performance
  measure. EFM automatically excludes such an
  individual when it soft exits them.

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Exit

• To create a hard exit, case managers record the
  information in the Create WIA Outcome section
  in EFM.

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Post-Exit Follow-Up Contacts

• The primary goal of WIA is to provide a continuum
  of services that yield long-term benefits for
  clients.
• The purpose of the post-exit follow-up contacts
  is to collect data to be used for reporting
  post-exit outcomes.
• Follow-up contacts are made after a client has
  exited from all workforce activities.

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Post-Exit Follow-Up Contacts

• Long-term, post-exit outcomes are recognized when
  case managers enter the information in the
  follow-up screens in EFM.

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Post-Exit Follow-Up Contacts

• EFM automatically creates a quarterly Follow-Up
  schedule which case managers are required to use
  to make their quarterly follow-up contacts.
• Such contacts must be recorded in the Create a
  Follow-up section of EFM.
• Updated outcome information may be entered into
  EFM during the Follow-Up period.

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WIA Outcomes Post-Exit Follow-Up Contacts

• The lack of post-exit follow-up contacts will
  result in the loss of the following common
  measures outcome
• Youth Placement in Education, measured at 1st
  quarter after exit from data input into EFM
• It will further result in the loss of the
  following WIA performance measure
• Younger Youth Retention Rate, measured at 3rd
  quarter after exit from data input into EFM

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WIA Outcomes Post-Exit Follow-Up Contacts

• The lack of post-exit follow-up contacts may
  result in the loss of the following WIA common
  measures outcomes
• Adult Dislocated Worker Entered Employment
• Adult Dislocated Worker Employment Retention
• Youth Placement in Employment
• Older Youth Employment Retention at 6 Months
• Youth Attainment of a Degree or Certificate

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Quiz 1

• WIA follow-up services may only be provided after
  a participant exits from all workforce activities
  (TAA, Wagner-Peyser, and WIA).
• True
• False

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Quiz 2

• The following individuals qualify for a global
  exclusion (select all that apply).
• Deceased
• Incarcerated
• Moved from area
• Scheduled for routine surgery

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Quiz 3

• A WIA Outcome may be created to record the fact
  that a client retired or entered post-secondary
  training.
• True
• False

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Quiz 4

• To be recognized as a credential for federal
  reporting, a client must receive a degree or
  diploma or a nationally-recognized certificate.
• True
• False

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Quiz 5

• What are the two outcomes that may only be
  recognized from the EFM follow-up records?
• Older Youth Employment Retention at 6 Months
• Younger Youth Retention Rate
• Youth Attainment of a Degree or Certificate
• Youth Placement in Education

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Questions or Additional Information

• If you have any questions or for additional
  information, please contact DEOs WIA policy and
  technical assistance staff at WP_WIAProgramInfo_at_d
  eo.myflorida.com.