Common use of Documentation and File Maintenance Clause in Contracts

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participant. Subrecipient shall have a physical file and an electronic file (e.g. CalJOBS electronic file). At a minimum, participant physical and electronic case files shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of Equal Opportunity (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 Service Plan (ISP), including all updates of services provided, completed and signed by participant; g. Completed resume for all participants; 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 including participant signature of receipt; and l. Case management notes in CalJOBS showing provision of all substantial services provided. m. Participant physical and electronic case files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participantclient. Subrecipient shall have a physical file and an electronic file (e.g. CalJOBS electronic file). At a minimum, participant physical and electronic case files shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of Equal Opportunity (EO) ), Zero Tolerance & Code of Conduct, and programmatic grievance 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 Service Employment Plan (ISPIEP), including all updates of services provided, completed and signed by participant; g. Completed resume for all participantsclients being enrolled into Individualized Career Services; h. Approved Individual Training Account (ITA) voucher (if applicable); i. Progress reports, time 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 documentation, including participant signature of receipt; and l. Case management notes in CalJOBS showing provision of all substantial services provided. m. Participant physical and electronic case files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participant. Subrecipient shall have a physical file and an electronic file (e.g. CalJOBS electronic file). At a minimum, participant physical and electronic case files shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of Equal Opportunity (EO) and programmatic grievance forms; c. All source documents needed for validation (as referenced in applicable County of Orange Policies and State Directives and InformationInformation Notices); d. All MIS forms; e. Initial and/or Comprehensive Assessments, as applicable; f. e. Individual Service Plan (ISP), including all updates of services provided, completed and signed by participant; g. f. Completed resume for all participants; h. g. Approved Individual Training Account (ITA) voucher (if voucher, as applicable); i. Progress h. ITA’s progress reports, time and attendance; j. Signed Employer or i. Worksite Agreement, timesheets, certificate, and other related documents for On-the-Job Training (OJT) or Transitional Jobs, Work Experience (WEX), as applicable; k. j. Supportive Services documentation including participant signature of receipt; and l. k. Case management notes in CalJOBS showing provision of all substantial services provided.; m. l. Participant physical and electronic case files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participantclient. Subrecipient shall have a physical file and an electronic file (e.g. CalJOBS electronic file). At a minimum, participant physical and electronic case files shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of Equal Opportunity (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 Service Employment Plan (ISPIEP), including all updates of services provided, completed and signed by participant; g. Completed resume for all participantsclients 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 including participant signature of receipt; and l. Case management notes in CalJOBS showing provision of all substantial services provided. m. Participant physical and electronic case files shall reflect both quality services and regulatory compliance.

Documentation and File Maintenance. 1. Case Files shall be maintained for every enrolled participant. Subrecipient shall have a physical file and an electronic file (e.g. CalJOBS electronic file)client. At a minimum, participant physical and the case file along with their CalJOBS electronic case files file, as applicable, shall include documentation of the following: a. Program eligibility and determination of need; b. Client signature evidence of Equal Opportunity (EO) 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 InformationInformation Notices (e.g., OCDB Policy 10- OCWDA-04 and applicable WIOA provisions); d. All MIS formsforms as outlined in Section V of this Exhibit; e. Initial and/or Comprehensive Assessments, as applicable; f. Individual Service Employment Plan (ISPIEP), including all updates of services provided, completed provided and signed by participantcompleted; g. Completed resume for all participantsclients 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, certificate ,and other related documents for On-the-Job Training (OJT) or Transitional Jobs, Work Experience (WEX), as applicable; k. Supportive Services documentation including participant signature of receiptdocumentation; and l. Case Printed case management notes in CalJOBS showing provision of all substantial services provided. m. Participant physical and electronic case files shall reflect both quality services and regulatory compliance.