Local Directives & Forms

Local Directives

Number/Rev	Title	Effective Date
	NEW Program Completion/ Outcomes Form 2020	9/1/2020
20-177	TAA & WIOA Dislocated Worker Co-Enrollment	2/22/2021
20-176	Protecting Personally Identifiable Information (PII)	2/1/2021
19-175	Measurable Skill Gains	10/15/2020
18-172 Rev 3	Dislocated Worker Eligibility	11/1/2020
	- DW/NDWG Eligibility Verification Record NEW (11/2020)
	- Applicant Statement Form
	- WIOA Application
18-171 Rev 1	Individual Training Account	3/1/2019
18-170 Rev 1	Equal Opportunity Notice	2/1/2019
18-168 Rev 1	Youth Project Based Learning Incentives	3/1/2019
	- Performance Report & WBL Incentive Payment Form
18-167 Rev 1	Individual Employment Plan for Adults/DWs	7/10/2020
	- IEP Worksheet (Fillable PDF)
18-166	Workkeys Skills Certification	7/1/2018
18-165 Rev 3	CASAS for Basic Skills Assessment	6/1/2020
	- WIN 0107 - Temporary Suspension of CASAS (COVID-19)
18-164 Rev 1	Follow-Up Services	6/1/2020
17-163 Rev 3	WIOA Youth Eligibility & Design Framework	10/6/2020
	- Application Packet
	- Youth Verification Record NEW (2020)
	- Individual Service Strategy (ISS) Form NEW (2020)
17-162 Rev 2	Incumbent Worker Training	3/1/2019
	- Employer Application
	- Employer Invoice & Match Form (Excel)
	- Employer Payroll Match Form (Word)
	- Training Budget (Excel)
	- Employer W-9 Form
	- IWT Data Entry Instructions
17-160 Rev 2	Data – Service Entry & Case Notes	6/30/2020
17-158 Rev 3	Self-Sufficiency & Underemployed	10/1/2020
17-157 Rev 2	Support Services & Needs-Based Payments	3/30/2020
	- Participant Financial Analysis (Fillable)
	- Support Service Worksheet (Fillable)
	- Rental Assistance Invoice
	- Childcare Assistance Invoice
16-156 Rev 3	Youth Learning Incentives	12/16/2020
	- Monthly Performance Report & Incentive Payment
16-150 Rev 3	Adult Eligibility and Priority	7/1/2020
	- Adult Eligibility/Priority Verification Record NEW (2020)
	- Applicant Statement Form
	- Priority Income Levels PY20/21 (NEW)
	- WIOA Application
16-136 Rev 3	Youth Workbased Learning	8/1/2019
14-124 Rev 2	Dislocated Worker Internship	7/1/2019
14-123 Rev 1	Adult Work Experience/Internship	2/1/2019
	Work Maturity Evaluations for Adult/DW/Youth WEXs & Internships:
	Appearance
	Completing Tasks
	Interpersonal
	Positive Attitude
	Attendance & Punctuality
13-120 Rev 2	OJT Policy & Procedure	12/13/2019
12-108	Selective Service Registration	12/14/2012
11-97 Rev 1	ITA Tool Agreement/Request Form	1/18/2019
LOG 13-09	Customer Concern & Complaint Resolution	12/1/2013
	- Program Complaint Form (English - Fillable)
	- Program Complaint Form (Spanish - Fillable)
	- Discrimination Complaint Form (Fillable)

Number/Rev	Title	Effective Date
18-173	Dispute Resolution & Appeals Process	7/1/2018
18-169	Accounts Receivable & Cash Receipts	11/1/2017
16-155 Rev 1	Travel & Other Business Related Expenses	7/1/2019
	- Travel & Business Related Expense Voucher (Excel)
	- Washington state per diem rates (OFM)
16-153	Audit Resolution	7/1/2016
16-152	Conflict of Interest	4/1/2017
16-148	Cash Depositories & Bank Reconciliation	7/1/2016
16-147	Cost Allocation	1/1/2016
16-146	Property Management	7/1/2016
16-145	Allowable Cost Policy	7/1/2016
16-143 Rev 1	Cash Management & Interest	7/1/2018
16-142 Rev 1	Fraud & Incident Reporting	7/1/2018
	- Fraud & Abuse Report Form
16-141 Rev 1	Procurement & Contracting	7/1/2019
16-140	Records Retention & Public Access	7/1/2016
16-139	Sub Recipient Monitoring	7/1/2016
16-132	Expenditures and Cash Disbursements	7/22/2016
14-128	Transfer of Funds	5/22/2015
11-102 Rev 1	Personnel Guidelines & Procedures	2/1/2019
08-81 Rev 1	Debt Collection	7/1/2018
26-Feb	Education Assistance	11/1/2002

Participant Time & Attendance Forms

Chelan/Douglas 1st thru 15th - 16th thru 31st

Grant/Adams 1st thru 15th - 16th thru 31st

Okanogan 1st thru 15th - 16th thru 31st

Local Directives

Participant Time & Attendance Forms

Purchase Requisition/Authorization Form

Flexible Spending Account Reimbursement Form

Participant Photo/Info Release Form