TRAINING SERIES

WIA Closure, Exit and Follow-up

WIAWorkforce 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.

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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 informationCredential (certificate/degree) informationYouth 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 & tutoringJob search & job support activitiesSupportive servicesReferrals 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 ExclusionA 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 EmploymentAdult & Dislocated Worker Employment RetentionYouth Placement in EmploymentOlder Youth Employment Retention at 6 MonthsYouth 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).

a. True

b. False

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Quiz 2

The following individuals qualify for a global exclusion (select all that apply).

a. Deceased

b. Incarcerated

c. Moved from area

d. 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.

a. True

b. 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.

a. True

b. False

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Quiz 5

What are the two outcomes that may only be recognized from the EFM follow-up records?

a. Older Youth Employment Retention at 6 Months

b. Younger Youth Retention Ratec. Youth Attainment of a Degree or

Certificated. Youth Placement in Education

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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.

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