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TRAINING SERIES. WIA Closure, Exit and Follow-up. Activity Closure. All activities and services provided through WIA adult, dislocated worker, or youth funding must be recorded in the State’s management information system, Employ Florida Marketplace (EFM).
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TRAINING SERIES WIA Closure, Exit and Follow-up WIA Workforce Investment Act
Activity Closure • All activities and services provided through WIA adult, dislocated worker, or youth funding must be recorded in the State’s 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. WIA
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) WIA
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 WIA
Case Closure Once all WIA activities have been closed, a WIA Case Closure can be created. WIA
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) WIA
Case Closure Additional benefit from the creation of a case closure: • Ability to provide follow-up services WIA
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 WIA
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. WIA
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. WIA
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 WIA
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 WIA
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 WIA
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. WIA
Exit To create a hard exit, case managers record the information in the “Create WIA Outcome” section in EFM. WIA
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. WIA
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. WIA
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. WIA
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 WIA
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 WIA
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 WIA
Quiz 2 The following individuals qualify for a global exclusion (select all that apply). • Deceased • Incarcerated • Moved from area • Scheduled for routine surgery WIA
Quiz 3 A “WIA Outcome” may be created to record the fact that a client retired or entered post-secondary training. • True • False WIA
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 WIA
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 WIA
Questions or Additional Information • If you have any questions or for additional information, please contact DEO’s WIA policy and technical assistance staff at: WP_WIAProgramInfo@deo.myflorida.com. WIA