Common use of Documentation and File Maintenance Clause in Contracts

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participant. Files shall reflect both quality services and regulatory compliance. At a minimum, case files along with CalJOBS/SPARQ electronic files, as applicable, shall include documentation of the following: a. Program eligibility and determination of need; b. Participant 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 reporting 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 participants being enrolled into Individualized Career Services; h. Progress reports, time and attendance; 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;

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participant. Files shall reflect both quality services and regulatory compliance. At a minimum, case files along with CalJOBS/SPARQ electronic files, as applicable, shall include documentation of the following: a. Program eligibility and determination of need; b. Participant signature evidence of EO and programmatic grievance forms; c. All source documents needed for validation (as referenced in applicable OCDB PoliciesOoA Policies and State Directives and Information (e.g., OCDB Policy 10-OCWDA-04 and applicable WIOA provisions) [final State Directive pending]; d. All MIS reporting 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 participants being enrolled into Individualized Career Services; h. Progress reports, time and attendance; 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;