WIOA Title I-A & I-B Policy & Procedure Manual
Ch. 12) File Documentation

12.4 Dislocated Worker Program File Documentation

Table of Contents

12.4.6 Supportive Services Documentation¹

Effective date: September 1, 2020

In addition to following the requirements outlined in Chapter 8.6.4 of this policy manual, career planners must document all supportive services, including needs-related payments,¹ that a participant receives in one of the following ways:

• Case notes;
• Activity sheets;
• Sign-in sheets;
• Attendance record;
• Vendor contract;
  or
• Local forms noting receipt of service and type of service received.²

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• ¹ Per TEGL 23-19, Attachment II, Data Element 1500 Data Element Validation is required.
• ² Per TEGL 23-19, Attachment II, Data Element 1409 Data Element Validation is required.