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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
  career center and training sites for WIA enrolled
  customers.

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• We will discuss financial assistance available,
  required documents, and limits.

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Scholarship Award Policy
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• Approval of Scholarship Award
• Completion of the Scholarship Application SWCC
• Complete Financial Needs Assessment SWCC, SWTC
  OJT/SE
• Research Other Sources of Financial Aid SWCC
  SWTC
• Meet Local Labor Market Demand (Critical
  Occupational Cluster/ CareerGPS) SWCC OJT/SE
• Complete all sections of the SacWorks
• SacWorsk IEP/Training Assessment Template
  SWCC, SWTC OJT/SE
• Coaches must review the results of the customers
• Background Wizard. The Background Wizard
  must
• be complete and up to date SWCC, SWTC
  OJT/SE

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Support Services Policy
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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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Support Services Policy continue

• Research alternative resources first.

• Documented on the SacWorks IEP/Financial
  Assistance Template, Section 4 Financial
  Assistance Assessment Results.

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• Must have JTA Activity Code 81 Supportive
  Service.

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Support Services Policy continue

• SWTCs will be able to maintain a small supply of
  scrip, not to exceed a total value of 200.

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• Each SWTC must develop its own system of tracking
  scrip.

• Scan supporting documents into the Vault.

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Support Services Policy continue
Maximum Support Service Award

• Initial amount for support services 2,500.

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• Additional amount may be obligated with the
  express written approval of a Regional Manager or
  the Deputy Director.

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• Justification is documented.

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Justification to Provide Support Services
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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.
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Cash (non-scrip) www.childaction.org/theceldotnet
/Sacramento.asp, 2-1-1 Sacramento, or the
Sacramento Community Resources link on SETAs
website (www.seta.net)
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Scrip/Bus Pass Support Services
1. Scrip Categories Type of Scrip Documentation Required
a. Work Clothing or Work Tools Target Original letter from employer or original receipt
b. Transportation Shell SacWorks printout or mileage log (Attachment 6)
c. Food Raleys/ Bel Air, Target Original receipts (from any grocery retailer)
2. Daily RT Bus Passes Bus Pass Job Search Log (if applicable)
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Stipulation for Scrip or Bus Passes
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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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Work Clothing Tools and Food Raleys /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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Processes to Order and Replenish Scrip
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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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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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Cash (non-scrip) support services
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Categories

1. Rental Assistance
2. Child Care Assistance
3. Miscellaneous Support Services

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Stipulation for Cash Support Services
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• 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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• Child Care Assistance
• The Child/Dependent Care Verification Form.

• Child care assistance is 1,000 per month.

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• Miscellaneous Support Service
• Enrolled in WIA.
• Enter and complete training.
• No other resources available to address the
  customers need.
• Books, fees, uniforms, tools, minor vehicle
  repair not to exceed 200 per repair, vehicle and
  drivers license fees, etc....

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• Miscellaneous Support Service
• continue
• Original receipts must be
• submitted.
• Coaches must obtain original invoices, receipts,
  and documentation from customer.

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Incentive Policy
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Allowable Benchmarks Appropriate Documentation
Allowable Benchmark Appropriate Documentation Amount
Education/Training/OJT Course completion/Certification Letter of completion from school or employer, Certificate/Diploma 50
Workshops (minimum of 3 workshops) Certification of completion or SacWorks printout (minimum 2 visits) 25 for every 3 workshops up to 100 maximum
Job Placement     Copy of job offer, pay stub, or SETA Employment Placement Form (Attachment 12) 50    
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Scholarships
Type of Service Required Documents Limits
WIA Funded Training 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) Gold Standard Random Assignment Group 3 Full WIA Services, post study, if appropriate. Maximum of 5,000 per customer, or up to 10,000 if the Financial Needs Assessment indicates a clients inability to pay the full amount of the cost of training. Manager or Deputy Director approval and justification on SacWorks IEP/Financial Assistance Template required for amount exceeding 5,000
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Support Services
Type of Service Required Documents Limits
All support services -Scrip -Cash (Non-Scrip) -Bus passes 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 non-cash. 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 written approval by the Regional Manager or Deputy Director.
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Scrip
Type of Service Required Documents Limits
Gas Cards (Shell) 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) 100 per month
Food (Raleys/ Bel Air, Target) 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) Determined by needs of customer.
Work Clothes/ Tools (, Target) 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) Determined by needs of customer.
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Cash/Non-Scrip Support Services
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Bus Passes
Type of Service Required Documents Limits
Gas Cards (Shell) 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) 100 per month
Food (Raleys/Bel Air, Target) 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) Determined by needs of customer.
Work Clothes/ Tools (, Target) 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) Determined by needs of customer.
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Incentives (Scrip Only)
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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.