Common use of Documentation and File Maintenance Clause in Contracts

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled client. At a minimum, the case file along with their CalJOBS electronic file, as applicable, shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of EO and programmatic grievance forms; c. All source documents needed for validation (as referenced in applicable County of Orange Policies and State Directives and Information); d. All MIS forms; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Employment Plan (IEP), including all updates of services provided and completed; g. Completed resume for clients being enrolled into Individualized Career Services; h. Approved Individual Training Account (ITA) voucher (if applicable); i. Progress reports, time and attendance; j. Signed Employer or Worksite Agreement, timesheets, certificate, and other related documents for On-the-Job Training (OJT) or Transitional Jobs, Work Experience (WEX), as applicable; k. Supportive Services documentation; and l. Printed case management notes from CalJOBS showing provision of all substantial services provided. m. Files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled clientparticipant. Files shall reflect both quality services and regulatory compliance. At a minimum, the case file files along with their CalJOBS CalJOBS/SPARQ electronic filefiles, as applicable, shall include documentation of the following: a. Program eligibility and determination of need; b. Client Participant signature evidence of EO and programmatic grievance forms; c. All source documents needed for validation (as referenced in applicable County of Orange OCDB Policies and State Directives and Information)Information (e.g., OCDB Policy 10-OCWDA-04 and applicable WIOA provisions) [final State Directive pending]; d. All MIS formsforms as outlined in Section V of this Exhibit; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Employment Plan (IEP)) documents, including all updates of services provided and completed;; Notices g. Completed resume for clients participants being enrolled into Individualized Career Services; h. Approved Individual Training Account (ITA) voucher (if applicable); i. Progress reports, time and attendance; j. i. Signed Employer or Worksite Agreement, timesheets, certificate, and other related documents for On-the-Job Training (OJT) or Transitional Jobs, and Work Experience (WEX), ) as applicable; k. Supportive Services documentation; and l. Printed case management notes from CalJOBS showing provision of all substantial services provided. m. Files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled clientparticipant. Files shall reflect both quality services and regulatory compliance. At a minimum, the case file files along with their CalJOBS CalJOBS/SPARQ electronic filefiles, as applicable, shall include documentation of the following:: DocuSign Envelope ID: C5A77B8B-4792-4D43-84BD-D85E38CFE705 a. Program eligibility and determination of need; b. Client Participant signature evidence of EO and programmatic grievance forms; c. All source documents needed for validation (as referenced in applicable County of Orange OoA Policies and State Directives and Information);Information (; d. All MIS formsreporting forms as outlined in Section V of this Exhibit; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Employment Plan (IEP)) documents, including all updates of services provided and completed;; Notices g. Completed resume for clients participants being enrolled into Individualized Career Services; h. Approved Individual Training Account (ITA) voucher (if applicable); i. Progress reports, time and attendance; j. i. Signed Employer or Worksite Agreement, timesheets, certificate, and other related documents for On-the-Job Training (OJT) or Transitional Jobs, and Work Experience (WEX), ) as applicable; k. Supportive Services documentation; and l. Printed case management notes from CalJOBS showing provision of all substantial services provided. m. Files shall reflect both quality services and regulatory compliance.