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 OCDB Policies and State Directives and Information (e.g., OCDB Policy 10-OCWDA- 04 and applicable WIOA provisions) [final State Directive pending]; d. All MIS forms as outlined in Section V of this Exhibit; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Employment Plan (IEP), including all updates of services provided and completed; Notices 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 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 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 OCDB Policies and State Directives and Information Notices (e.g., OCDB Policy 10-OCWDA- 04 10- OCWDA-04 and applicable WIOA provisions) [final State Directive pending]; d. All MIS forms as outlined in Section V of this Exhibit; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Employment Plan (IEP), including all updates of services provided and completed; Notices; 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 showing provision of all substantial services provided. m. Files shall reflect both quality services and regulatory compliance.