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On-the-Job Training/ Subsidized Employment Training

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Title: On-the-Job Training/Subsidized Employment (OJT/SE) Author: SETA_User Last modified by: SETA_User Created Date: 7/22/2013 9:50:28 PM Document presentation format – PowerPoint PPT presentation

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Title: On-the-Job Training/ Subsidized Employment Training


1
On-the-Job Training/Subsidized Employment
Training UPDATES
Presented by SETA OJT/SE Team
2
  • Welcome
  • Ground rules
  • Location of restrooms
  • Turn cell phones on vibrate
  • Everyone introduce themselves
  • Identify program
  • Identify role with the OJT/SE program.
  • Focus will be on the changes to the OJT/SE
    Directive
  • Hands on examples, four different OJT/SE
    scenarios

3
OJT/SE Policies and Procedures/Contract Document
4
On-the-Job Training/Subsidized Employment (OJT/SE)
  • Hire first program
  • Provides paid training to the trainee
  • Provides wage reimbursement to the employer
  • Targets critical occupational cluster positions.
  • WIA Directive IS4-08, Page 1

5
Enrollment Procedures
  • Prior to Enrollment Customers must complete
  • SacWorks registration
  • Background Wizard
  • Assessments to meet the minimum qualifications of
    applicable jobs.

  • WIA Directive IS4-08, Page 2

6
Enrollment Procedures
  • Prior to Enrollment Staff must complete
  • Scan Right To Work Documents into Vault.
  • Verify eligibility scan documents into Vault.
  • Verify Background Wizard is complete.
  • Complete IEP.
  • WIA Directive IS4-08, Page 2

7
Enrollment
  • Complete contract (Attachment B, C, D, E)
    submit to the SETA Monitor within 10 days of
    OJT/SE begin date. Enclose contract in an
    envelope and submit to SETA front desk for Time
    Date Stamp.
  • For CalWORKs customers- Complete 1st section of
    Attachment F- OJT/SE Customer Tracking/Placement
    Form and email to SETALiasion_at_delpaso.seta.net
  • WIA Directive IS4-08, Page 2

8
Tracking Form
9
Supportive Services
  • CalWORKs customers should request supportive
    services from DHA.
  • SWCC may provide supportive services.
  • Customer must be enrolled in activity code 81 if
    provided with supportive services through the
    SWCC.
  • Refer to WIA Directive IS2-08 for more
    information.
  • WIA Directive IS4-08, Page 3

10
OJT/SE Completion
  • Unsubsidized Employment send OJT/SE Customer
    Tracking/Placement Form (Attachment F) within 5
    days of OJT/SE end date to SETALiaison_at_delpaso.set
    a.net.
  • Continued Employment Services when no
    unsubsidized employment, OJT/SE providers are
    responsible for continuing employment services.
    Send Attachment F note Customer is continuing
    employment services
  • Termination Without Employment Exit if customer
    contact lost or no other services are provided.
    All Attachment F indicating OJT has ended prior
    to training completion due to will be exited
    from the active grant(s) unless prompted not to
    exit.
  • WIA Directive IS4-08, Page 3

11
Tracking Form
12
Follow-up
  • Follow-up after OJT/SE completion required up to
    four quarters after exit.
  • Follow-up documentation in SacWorks case notes.
  • Employment follow-up on employment status,
    benefits, progress at worksite, raises, updated
    skills, certifications earned.
  • If not employed follow-up on job search progress,
    how employment barriers are addressed, skill
    enhancement
  • (ie workshops).
  • WIA Directive IS4-08, Page 4

13
Table of Contents
14
Duration of OJT/SE
  • Limited to the period of time to become
    proficient in the training occupation.
  • 6 month maximum time.
  • Full-time required 40 hours per week, no less
    than 32 hours. Recommendation for minimum of 35
    hours per week.
  • WIA Directive IS4-08, Page 7

15
OJT/SE Training Payments
16
OJT/SE Training Payments
  • OJT/SE payments are provided to compensate for
    extraordinary OJT/SE payments are for regular
    wages only (up to 40 hours per week, 8 hours per
    day).
  • No overtime, shift differential, premium pay,
    illness, holiday, commission pay, plant downtime
    or any period where training is not provided.
  • Training reimbursement cannot exceed the state
    wage cap of 23.82.
  • WIA Directive IS4-08, Page 7-8

17
Timesheets
  • Flexible schedule- depends on the job need.
  • Establish the beginning of the work week.
  • Timesheets and pay stubs required with signatures
    to verify.
  • Financial copies must be legible- no scribbling,
    no white out.
  • Errors must be crossed out with a line and
    initialed next to the correction.
  • Standardized conversions.
  • WIA Directive IS4-08, Page 8

18
Timesheets ContinuedMinutes to Decimal
Conversion Chart
19
Timesheet Continued
  • Things to Remember
  • Lunch Breaks- ½ hour after 5 hours worked, unless
    shift is only 6 hours (California Labor Laws).
  • No overtime
  • Signatures
  • Dates
  • Need timesheets for entire duration of the
    OJT/SE.
  • Verify pay records match with reimbursement
    records.
  • WIA Directive IS4-08, Page 8

20
(No Transcript)
21
Suitability
22
Suitability of Trainees
  • Assessment- right fit.
  • Individual Employment Plan (IEP) required.
  • Introduction of new technologies, new production
    or service procedures, upgrading to new jobs that
    require additional skills, or workplace literacy.
  • WIA Directive IS4-08, Page 8-9

23
Employer Eligibility
  • Not on Pattern of Failure.
  • Have valid business license, necessary equipment,
    materials, supervision to provide contracted
    training.
  • No relocation within the last 120 days.
  • WIA Directive IS4-08, Page 9-10

24
Multiple OJT/SE Enrollments
  • On a case-by-case basis.
  • Must gain approval from SETA monitoring unit via
    email prior to OJT/SE enrollment.
  • Justification required benefit to the customer
    for another OJT/SE, barriers are addressed.
  • WIA Directive IS4-08, Page 10

25
Critical Occupational Clusters
  • http//www.careergps.com/cluster_occuaption_forcas
    t_data.asp
  • Subgrant requirement of 90 of enrollments must
    be in occupations that are Critical Occupational
    Clusters.
  • WIA Directive IS4-08, Page 15

26
Miscellaneous Policies and Procedures
  • No OJT/SE contracts with the City of Sacramento
    or Sacramento County.
  • No OJT/SE contracts for sites that are funded by
    SETA.
  • No Volunteerism. Max observation is 4 hours.
  • Waivers must be approved prior to OJT/SE contract
    execution.
  • WIA Directive IS4-08, Page 15

27
WORK OPPORTUNITY TAX CREDIT
  • Employer Incentive.
  • http//www.edd.ca.gov/jobs_and_training/Work_Oppor
    tunity_Tax_Credit.htm
  •  
  • http//www.edd.ca.gov/jobs_and_training/Work_Oppor
    tunity_Tax_Credit.htm

28
Workforce Investment ActNational Emergency
Grant Dislocated Worker
  • Tiered Employer reimbursement rates
  • Employer Size. WIA/NEG OJT/SE- Dislocated Worker
    Reimbursement/Cap Rate
  • The negotiated reimbursement percentage may be
    between 50 and 90 of the participants hourly
    wage based on the number of employees.
  • Employer size is based on the employment at the
    companys local operation where the OJT/SE
    placement will be made.
  • Refer to OJT/SE NEG Programs and Policy Questions
    and Answers pg. 8, 5 at http//www.doleta.gov/la
    yoff/pdf/OJT_Policy_QA.pdf.

29
NEG DW Continued
  • Reimbursement is as follows
  • Up to 90 of the participants wage rate for
    employers with 50 or fewer employees
  • Up to 75 of the participants wage rate for
    employers with 51-250 employees and,
  • Up to 50 of the participants wage rate for
    employers with more than 250 employees.
    (Employers with more than 250 employees are
    limited to the standard WIA rate of 50).
  • Note NEG funded training reimbursement may not
    exceed 23.82 per hour (California state average
    wage).

30
NEG Continued
  • ENROLLMENT CODES
  • Grant Codes
  • 338 National Emergency Grant
  • 501 Dislocated Worker
  • NEG OJT/SE trainees are to be co-enrolled in both
    grant 338 and 501.
  • Activity Codes (JTA)
  • 15 Other Core Services
  • 30 Intensive Services- Case Management for
    Participants
  • 32 Intensive Services- Development of Individual
    Employment Plan
  • 42 Co-enrolled Intensive Services
  • 55 On-The-Job Training
  • 81 Supportive Services
  • NEG OJT/SE Enrollment Codes and Corresponding
    Activities
  • Grant Activities
  • 338 42, 55
  • 501 15, 30, 32, 42, 81

31
DW Continued
  • ENROLLMENT CODES
  • Grant Code
  • 501 Dislocated Worker
  • Activity Codes (JTA)
  • 15 Other Core Services
  • 30 Intensive Services- Case Management for
    Participants
  • 32 Intensive Services- Development of Individual
    Employment Plan
  • 55 On-The-Job Training
  • 81 Supportive Services
  • NEG OJT/SE Enrollment Codes and Corresponding
    Activities
  • Grant Activities
  • 501 15, 30, 32, 55, 81

32
WIA/CalWORKs
  • Tiered Employer reimbursement rates
  • The negotiated reimbursement percentage ranges
    between 50 and 100 of the participants hourly
    wage.

33
WIA/CalWORKs Continued
  • Enrollment Codes/Grant Codes
  • 905 CalWORKs
  • 201 WIA Adult
  • CW OJT/SE trainees are to be co-enrolled in both
    grant 905 and 201.
  • Activity Codes (JTA)
  • 15 Other Core Services
  • 30 Intensive Services- Case Management for
    Participants
  • 32 Intensive Services- Development of Individual
    Employment Plan
  • 42 Co-enrolled Intensive Services
  • 55 On-The-Job Training
  • 60 Non-WIA Funded Training Services (On-The-Job
    Training)
  • CW OJT/SE Enrollment Codes and Corresponding
    Activities
  • Grant Activities
  • 905 42, 60
  • 201 15, 30, 32, 42, 55
  • Enrollment Procedures
  • The service provider will contact the SETA DHA
    Liaison to verify CalWORKs eligibility. The
    provider will also complete and electronically
    submit the OJT/SE Customer Tracking/Placement
    Form to SETA DHA Liaison

34
Vendorized OJT/SE
  • Tiered Employer reimbursement rates
  • The negotiated reimbursement percentage ranges
    between 50 and 100 of the participants hourly
    wage.

35
Vendorized OJT/SE Continued
  • Benchmark Payments to Vendors Vendors are paid
    per trainee based on the following
    performance-based outcomes
  • Placement Benchmark payment for employment of
    CalWORKs recipient, provided that the following
    criteria are met
  • The Qualified Vendor has submitted to SETA and
    received approval of a signed OJT/SE contract
    with an employer that meets the OJT/SE worksite
    criteria.
  • The CalWORKs recipient is enrolled in the SETA
    SacWorks system.
  • The employer has hired a CalWORKs recipient
    approved by DHA.
  • The CalWORKs recipient has completed 2 weeks of
    subsidized employment.

36
Vendorized OJT/SE Continued
  • Training Completion Benchmark payment for the
    wage subsidy paid to the CalWORKs recipient, not
    to exceed 3,000, or 100 of the CalWORKs
    recipients gross wages reimbursed during the
    training period, whichever is less, provided that
    the following criteria are met
  • The CalWORKs recipient successfully completes the
    training plan period.
  • The CalWORKs recipient OJT completion is in the
    SETA SacWorks system.
  • The CalWORKs recipient is exited to employment in
    the SETA SacWorks system.
  • The CalWORKs recipient continues to be employed
    at least 32 hours per week at the wage agreed to
    or higher in the OJT/SE training plan.
  • The documentation of wages paid (time sheets,
    wage records, pay stubs) and successful
    completion (evaluations and placement forms) are
    received by SETA.

37
Vendorized OJT/SE Continued
  • Retention Benchmark Earned when the customer is
    employed on the 90th day after the end of the
    training period and is working at least 32 hours
    per week at the agreed upon wage rate, provided
    that appropriate documentation of employment
    (check stubs or wage records) is received by
    SETA.
  • Vendor Payment The Vendor On-the-Job Training
    Program (OJT) Fiscal Report (Attachment N-2) may
    used to request benchmark payments from SETA (or
    a form that contains the elements of this
    report). A completed Placement Log SETA
    Subsidized Employment/OJT (Attachment M-3) is to
    be attached and submitted with each invoice.

38
Vendorized OJT/SE Continued
  • Grant Codes
  • 906 Vendorized OJT/SE
  • 201 WIA Adult
  • CW OJT/SE trainees are to be co-enrolled in both
    grant 906 and 201.
  • Activity Codes (JTA)
  • 15 Other Core Services
  • 30 Intensive Services- Case Management for
    Participants
  • 32 Intensive Services- Development of Individual
    Employment Plan
  • 41 Non-WIA Co-enrolled Intensive Services
  • 60 Non-WIA Funded Training Services (On-The-Job
    Training)
  • Vendorized OJT/SE Enrollment Codes and
    Corresponding Activities
  • Grant Activities
  • 906 41, 60
  • 201 15, 30
  • Enrollment Procedures
  • The service provider will contact the SETA DHA
    Liaison to verify CalWORKs eligibility. The
    provider will also complete and electronically
    submit the OJT/SE Customer Tracking/Placement
    Form to SETA DHA Liaison

39
Eligibility and Required Documentation
40
Workforce Investment Act (WIA) Eligibility
  • For eligibility guidelines, see WIA Directive
    IS22-09 and attachments M-O
  • Depending on funding, target groups eligible for
    OJT/SE are
  • Adults (WIA)
  • Dislocated Worker (DW)
  • Dislocated Workers eligible for National
    Emergency Grant (NEG) funds
  • California Work Opportunity and Responsibility to
    Kids (CalWorks) recipients

41
Workforce Investment Act (WIA) Eligibility
  • Eligibility Training will cover five areas of
    federal and state employment regulations -
  • Right-to-Work (RTW) Documentation
  • U.S. Selective Service Registration
  • Dislocated Worker NEG Designation
  • CalWORKs Grant
  • Vendorized Grant

42
  • Right-to-Work (RTW) Documentation
  • Dept. of Homeland Security (DHS), U.S.
    Citizenship and Immigration Services (USCIS) Form
    I-9 (Employment Eligibility Verification) lists
    acceptable documents.
  • http//www.uscis.gov/portal/site/uscis is the
    USCIS website where the Form I-9 Handbook,
    preparation instructions and pictures of
    acceptable documentation can be viewed.

43
  • Selective Service System Registration
  • Selective Service registration is required of all
    males who are at least 18 years of age, born
    after December 31, 1959, and who are not in the
    armed services or on active duty.
  • A Request for Status Information Letter is
    required when a male born after December 31, 1959
    has never registered with the Selective Service
    and is 26 years or older. (Applicant Statement)

44
  • Selective Service System Registration cont.
  • Males who are beyond their 26th birthday and are
    not registered with Selective Service, must
    demonstrate that this failure to register was not
    done knowingly or willfully.
  • http//www.sss.gov is the Selective Service
    website where registration requirements, and
    exceptions to registration, can be reviewed.

45
  • WIA Dislocated Worker Criteria
  • After complying with Right-to-Work and Selective
    Service Registration requirements, an individual
    must meet any one of five criteria to receive
    dislocated worker services.
  • The WIA Dislocated Worker Worksheet is an
    information (dislocated worker acceptable
    documents) and verification assist tool, and is
    completed as part of the application process.

46
(No Transcript)
47
  • STOPGAP EMPLOYMENT
  • Stopgap employment means work an individual does
    only because he has lost the customary work for
    which his training, experience, or work history
    qualifies him. Employment would be considered
    stopgap if the salary were substantially below
    the salary of the individual's primary occupation
    and/or if he is working substantially under the
    skill level of his customary occupation.
  • There may be times when stopgap employment
    provides a self-sufficient wage, e.g., contract
    employment of employment obtained through a
    temporary employment service agency.
  • Such employment would not change the individuals
    dislocation worker status.
  • Stopgap determination must be made on a
    case-by-case basis and consider an individuals
    personal, family, financial, and employment
    situation.
  • Individuals engaged in stopgap employment are
    reported as not employed.

48
Workforce Investment ActNational Emergency
GrantDislocated Worker
  • Eligibility
  • National Emergency Grant (NEG) Dislocated Worker
  • Limited to dislocated workers with special
    consideration for those experiencing prolonged
    unemployment (21.5 weeks)
  • Greatest barriers to reemployment.
  • For eligibility guidelines, see WIA Directive
    IS22-09.

49
Workforce Investment ActCalWORKS Vendorized
  • Eligibility
  • California Work Opportunity and Responsibility to
    Kids (CalWORKs) recipients
  • The applicant must be on a CalWORKs (CW) Welfare
    To Work (WTW) grant.
  • OJT/SE service providers must submit eligibility
    requests to the SETA DHA Liaison who coordinates
    with the County of Sacramento DHA Liaison for
    CalWORKs eligibility determination and OJT/SE
    approval.
  • For eligibility guidelines, please see SETA
    Directive IS22-09.

50
Customer Flow Gold Standard Directives
51
Customer Flow
  • Check SacWorks first before working with an
    individual.
  • Contact staff providing initial services prior to
    providing intensive services.
  • Transfer customer- document in case notes in
    SacWorks.

52
Customer Flow Continued
  • Addendum must be current or updated, less than 90
    days old.
  • Refer to WIA Directive IS1-08

53
Gold Standard Directive
  • Full WIA- OJT/SE eligible
  • Core Intensive- OJT/SE eligible, CalWorks Grant
    only.
  • Core Only- Vendorized OJT/SE eligible, CalWorks
    Grant only.
  • Refer to WIA Directive IS27-12

54
Full-WIA CalWORKs Enrollment
  • Co-enrollment into grant 201 905
  • Grant 201
  • Activity code (JTA)- 15, 30, 32, 55
  • Grant 905
  • Activity code- 42, 60

55
Full-WIA WIA DW
  • Grant 501
  • Activity code (JTA)- 15, 30, 32, 55 , 81

56
Core Intensive CalWorks Enrollment
  • Co-enrollment into grant 201 905
  • Grant 201
  • Activity code (JTA)- 15, 30, 32
  • Note- No activity code 55 enrollment.
  • Grant 905
  • Activity code- 42, 60

57
Core OnlyCalWorks Enrollment
  • Co-enrollment into grant 201 906
  • Grant 201
  • Activity code (JTA)- 15, 30, 32
  • Grant 906
  • Activity code- 41, 60

58
CalWorks OJT/SE Referral Process
SETALiasion_at_delpaso.seta.net
59
Customer Tracking/Placement Form
60
Pattern of Failure Information
61
Pattern of Failure
  • Do not work with employers who have exhibited
    failure to hire OJT/SE Trainees.
  • Employers who have terminated two or more
    trainees within a single calendar year prior to
    completion, or completion of their training and
    not retained for at least 6 months after training
    shall be placed on Pattern of Failure list.

62
Pattern of Failure cont.
  • Program Operator should send employer information
    for Pattern of Failure as soon as aware of
    situation.
  • If trainee quits, terminated for cause, or are
    not within the control of employer shall not be
    included. Program must clearly document the
    reason the exclusion meets this condition.
  • Program must assess employers annually to
    determine if they have exhibited a pattern of
    failure.
  • Pattern of Failure list is updated and sent out
    twice a year, January and July.

63
Pattern of Failure List
64
Critical Occupational Clusters Career GPS
http//www.careergps.com/cluster_occupation_foreca
st_data.asp
65
  • Sacramento Works, Inc.
  • Critical Occupational Clusters
  • Sacramento Works, Inc., the local Workforce
    Investment Board, has taken on the role of
    engaging the business community by assessing the
    regional labor market and identifying critical
    occupational clusters in the Sacramento region,
    and developing a plan to train workers for the
    critical occupations. Sacramento Works, Inc. has
    identified nine Critical Occupational Clusters
    in our area. These seven clusters represent those
    occupations that are most consistent with our
    goal of helping job seekers, through the one-stop
    system, to find long term, career oriented
    employment. The following information provides a
    brief description of the Critical Occupational
    Clusters.
  • OJT/SE Providers must target SETA-identified
    Critical Industry-related occupations and/or
    industries with employment opportunities
    available in the local area as reflected in the
    Critical Occupational Clusters Report. The
    current critical occupation information can be
    found at CareerGPS.com at http//www.careergps.com
    /cluster_occupation_forecast_data.asp (SETA
    Policy). To access the Critical Occupational
    Cluster report, use the web address indicated
    above.
  • ADMINISTRATIVE and SUPPORT SERVICES
  •  
  • The Administrative and Support Services
    occupational cluster is comprised of a diverse
    group of occupations. In addition to occupations
    directly related to office administration,
    clerical support, and finance and insurance. Also
    included in this broad group are occupations that
    provide a wide variety of support-related
    activities and services, including firefighting
    and investigation and security related
    occupations.
  • AGRICULTURE, FOOD, and HOSPITALITY
  •  
  • The Agriculture, Food, and Hospitality
    occupational cluster is primarily comprised of
    occupations involved in providing food
    production, food service and accommodations
    related activities as well as occupations
    providing customer service, recreation, and
    entertainment related activities.
  • CONSTRUCTION and CLEAN ENERGY TECHNOLOGY
  •  
  • The Construction and Clean Energy occupational
    cluster is primarily comprised of occupations
    involved in the construction and design of
    buildings. Also included in this group are
    specialty trade contractors (e.g. Electricians,
    Painters, Carpet Installers, etc.),
    Cabinetmakers, Construction and Building
    Inspectors, Cost Estimators, and Welders. Many of
    the occupations in this occupational cluster are
    also directly related to clean energy technology.
  • HEALTH SERVICES and LIFE SCIENCES
  •  
  • The Health Services and Life Sciences
    occupational cluster is comprised of occupations
    employed by hospitals, nursing and residential
    care facilities, physicians offices, dental
    offices, outpatient care centers, and
    medical/diagnostic laboratories. This group also
    includes biomedical and life science related
    businesses.

66
Critical Occupational Clusters
  • Definition of Critical Occupational Cluster
  • New Jobs must be 40 or more.
  • The hourly wage must be 10.00 or more.
  • (Career GPS must be scanned into the SacWORKs
    Vault.)

67
Critical Occupational Clusters Continued.
  • 90 of OJT/SE enrollments must be identified in
    the Critical Occupational Cluster list.
  • Only 10 can be a non-critical occupational job,
    justification required.
  • If more than 10 of OJT/SE enrollments are
    non-critical occupational jobs, the OJT/SE
    program can be put on Corrective Action.
    Justification required.
  • For specific questions regarding the Critical
    Occupational Cluster, contact John Harden at
    (916) 263-3893.

68
http//www.careergps.com/cluster_occupation_forcas
t_data.asp.
Critical Occupational Clusters
  • Program Operators must target employment
    opportunities which are identified as high demand
    occupations.
  • There are seven categories listed on the Critical
    Occupational Clusters list.
  • Program Operators are required to verify the
    occupation is on the critical occupational
    cluster prior to enrollment.
  • Verification must be scanned into the Vault system

69
OJT/SE Technical Assistance List
70
Technical Assistance List
SETA TECHNICAL ASSISTANCE LIST PY 13-14
CATEGORY ADVISOR E-Mail
WIA Adult and Adult Dislocated Worker (ADW) Programs WIA Adult and Adult Dislocated Worker (ADW) Programs WIA Adult and Adult Dislocated Worker (ADW) Programs
Eligibility Mae Chu maechu_at_delpaso.seta.net
Eligibility Rosalind Bolden-Jones rosalind_at_delpaso.seta.net
Financial Assistance Directive Cindy Sherwood-Green cindysg_at_delpaso.seta.net
Fiscal Loretta Su llsu_at_delpaso.seta.net
LTPL / Occupational Skills Training Related Placement Deborah Hennessy dlhennes_at_delpaso.seta.net
LTPL / Occupational Skills Training Related Placement Katherine Jacobsen kmjocobs_at_delpaso.seta.net
MIS / Tracking/Reports Mae Chu maechu_at_delpaso.seta.net
MIS / Tracking/Reports Rosalind Bolden-Jones rosalind_at_delpaso.seta.net
NEG Services (Specific Employer/Employee focused funding) Bill Walker billw_at_delpaso.seta.net
SacramentoWorks Case Management System SacWorks Support Team sacworkssuport_at_delpaso.seta.net
WIA On-the Job Training (OJT) Programs WIA On-the Job Training (OJT) Programs WIA On-the Job Training (OJT) Programs
DHA / OJT Liaison OJT Placements / Exits Melanie Klinkamon mlklinka_at_delpaso.seta.net
OJT Exits Rosalind Bolden-Jones rosalind_at_delpaso.seta.net
MIS Mae Chu maechu_at_delpaso.seta.ent
MIS Rosalind Bolden-Jones rosalind_at_delpaso.seta.net
Program Monitor/OJT Directive Tuyen Tran ttran_at_delpaso.seta.net
71
OJT/SE Contract and Documentation Sample
72
Business License/Business Operation Tax
Certificate
  • Business License/Business Operation Tax
    Certificate (BOTC) copy must be submitted with
    first Trainee OJT/SE Contract.
  • Copy must be scanned into Vault (in SacWorks) for
    every OJT/SE trainee.
  • Copy must be valid and current for the entire
    OJT/SE training period.
  • Renewal of Business License/BOTC required 30 days
    prior to expiration date.

73
Contract SampleAttach B-OJT SE Contract
SAMPLE.pdf
Description Trainee Information FormOJT
training\Attach C- OJT SE Description SAMPLE_1.pdf
Elements of TrainingOJT training\Attach D-
Elements of Traijing - SAMPLE.pdf
Suitability Determination SheetOJT
training\Attach E- OJT SE Suitability
Determination Summary Sheet SAMPLE.pdf
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Contract LogOJT training\Copy of OJT Contract
Log - SAMPLE_1.pdf
Tracking-Placement Form OJT training\Attach F-
OJT SE Customer Tracking-Placement From.pdf
Contract Checklist OJT training\Attach J Contract
Checklist.pdf
Contract Modification OJT training\Attach G -
Contract Modification.pdf
Request for WaiverOJT training\Attach H-
Request for Waiver.pdf
IEP - SampleOJT training\IEP Sample 7-15-13.pdf
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Scenario 1
Participant Information Jackie Chong arrived in
the US from China in 2011 at the age of 30.
Jackie was a baker in his country. Since he
arrived he has only been able to find temporary
part time employment. He and his family are
currently on CalWORKS. His Quick Guide scores
were Reading 50, Math 100, Locating
Information 50. This indicates his limited
understanding of the English Language. Customer
has completed Self-Sufficiency calculator. He is
now a legal resident and has provided his valid
legal RTW documents but is not selective service
registered.   OJT/SE Program Operator Peace
Operations (PO) PO has been working with The
Red Dragon restaurant, an employer interested in
hiring a cook. There are other employees there
that speaks Cantonese. Hourly Wage 11.00 Work
Hours 900 am 530 pm (half hour lunch) Total
Hours 340 Total Weeks 8.5 Days 43 100
reimbursed to employer Begin Date August 19,
2013 End Date October 16, 2013 Federal Employer
ID 54-0045889 State Tax ID
145-9889-0 Employer Paid Benefits Health,
Dental, Paid Holidays begin one day after
OJT/SE completion.   Customer had an interview on
August 5, 2013 and has been hired.
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Scenario 2
Participant Information Maria Bellafonte has
been in this country for the past seven years,
she is a legal resident. She has provided all the
necessary right-to-work documents. Maria worked
as a receptionist and as a record keeping clerk
in the past, she has been receiving Cal Works for
the past 3 years. Maria has taken computer
courses to maintain her computer skills. Maria
is interested in working in the Administrative
Clerical field she has good customer service
skills and the Choices assessment shows she has
the interest, aptitude and ability for this
field. Maria completed the self-sufficiency
calculator. OJT/SE Program Operator Peace
Operations (PO) PO has been working with an
Employer interested in hiring for a Billing
Account Collector Ace Limo Service/ 12.00 Hours
800 500 / Monday thru Friday (1 hr lunch)/ 40
hr per wk/14weeks/70 days/ 560 total trng
hrs 100 reimbursed to employer Federal Employer
ID 56-0434519 State Tax ID 133-8559-9 Benefits
Health/Med. / Paid Holiday/Sick Vacation.
Benefits start 90 days after unsubsidized
employment starts. Employer wants to hire within
the next couple of weeks, the training period
would take approximately 3 ½ months. Preferably
starting 8/16/13 and ending around 11/22/13.
Program staff completed all enrollment
documentation, verified background wizard and
entered all necessary information in SacWorks.
Program Operator sent Maria for an interview with
the Employer to see if they were a good match.
Employer calls Program thanking them for sending
such an excellent candidate. He would like to
hire her through an OJT/SE as soon as possible.
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Scenario 3
Participant Information Ethel Williams has
worked for Tiles R Us in the sales department for
the past 7 years but was laid off on May 13,
2012. The sales department moved to Idaho and
she decided not to move with the company. She is
currently receiving UIB. She has been applying
for work in the same field but has not had any
luck. She was given the Quick Guide assessment
and her scores were Reading 100, Math 100,
Locating Information 100 and she completed
Self-Sufficiency calculator. OJT/SE Program
Operator Peace Operations (PO) PO has been
working with Let the Sun Shine In, an employer
in solar energy interested in hiring a sales
person. Hourly Wage 17.00 Work Hours 730 am
400 pm (half hour lunch) Total Hours 360
Total Weeks 9 Days 45 / 90 reimbursed to
employer Employer size 50 Begin Date August
19, 2013 End Date October 18, 2013 Federal
Employer ID 54-5456877 State Tax ID
145-3343-0 Employer Paid Benefits Health,
Dental, Pension/ Retirement Plan - Begin one day
after OJT completion Customer had interview on
August 12, 2013 and has been hired.   
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Scenario 4
Participant Information George Glass is a 31
year old male. He worked as a Merchandise/Marketer
for six years, he set up displays in stores for
the merchandise this company distributes. He hurt
his back two years ago, he received disability
during his recovery period, and has been
receiving CalWorks for the past year. George is
interested in working at a job that is not labor
intensive, he prefers to sit and is interested in
working in an office where he can utilize his
people skills he uses a computer at home and has
sufficient typing skills. George brought in his
valid legal right to work documents and is
registered for selective service. George
completed the Choices Assessment and appears to
be compatible with enough transferrable skills to
work as a Customer Service Representative. He
also completed the self-sufficiency
calculator. OJT/SE Program Operator Peace
Operations (PO) PO has been working with an
Employer interested in hiring for a Customer
Service Rep. Service Industry Marketing/ 15.00
per hour Hours 800 500 / Monday thru
Friday 40 hr.per wk/14 weeks/70 days/560 total
trng hrs. 100 reimbursed to employer Federal
Employer ID 56-0434519 State Tax ID
133-8559-9 Benefits Medical/Sick/Vacation -
Starts at unsubsidized employment date Employer
wants to hire within the next couple of weeks,
the training period would take approximately 3 ½
months. Preferably starting 8/16/13 and ending
around 11/22/13. Program staff completed all
enrollment documentation, verified background
wizard and entered all necessary information in
SacWorks. Program Operator sent George for an
interview with the Employer to see if they were a
good match. Employer calls Program and in
interested in hiring George right away through an
OJT/SE.  
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