How to successfully complete request for payments to ensure timely delivery of supportive services to customers

Training Center Flow Chart

Training Center Staff

Training Center Supervisor

Fiscal

Cash (non-scrip) Supportive Services  Rental Assistance  Mortgage Principal Assistance  Child/Dependent Care Assistance  Miscellaneous Supportive Service

Rental Assistance  WIA Funding is last resort funding  Rental assistance is reimbursement only  Complete Rental Verification Form  Staff must verify information on the form by contacting the rental agent or landlord and must notify the Fiscal of changes in rental status  In writing address unusual living conditions (e.g. renting from a relative)

Mortgage Principal Assistance  WIA Funding is last resort funding  Include original bill, statement or invoice  Document must show previous payment has been made  Principal and interest must be broken out on statement  Interest can not be reimbursed

Child/Dependent Care Assistance  WIA Funding is last resort funding  Complete Child/Dependent Care Verification Form  Staff must verify information on the form by contacting the childcare provider and must notify Fiscal of changes in childcare status

Cash (non-scrip) Supportive Services  What is Miscellaneous Supportive Service? 1. books, course fees, uniforms, tools, minor vehicle repair ($200 max) vehicle and drivers license fees, business license fees, limited medical attention, physical examinations, optical services, prescription medications, and utility assistance (except SMUD).

Cash (non-scrip) Supportive Services  What is Miscellaneous Supportive Service? 2. Any other necessary and reasonable miscellaneous supportive services must have prior authorization from the Manager or Deputy Director.

Cash (non-scrip) Supportive Services What is required before requesting supportive services from SETA Fiscal? 1. Financial Needs Assessment (upload to Vault). Do not send copies to Fiscal 2. Verify that the activity dates cover the dates of supportive service(s) requested for reimbursement 3. Update the Supportive Service Template 4. Case note justifying and noting Supportive Service 5. Obligation Confirmation from Job Center. Do not send copies to Fiscal

Cash (non-scrip) Supportive Services What is required to request payment of (non- scrip) Supportive Services from SETA Fiscal? 1. Ensure Financial Needs Assessment is complete. Do not send to Fiscal 2. Completed Fiscal Transmittal 3. Completed Obligation Form (Section Customer Information & Section II) 4. Required Documents or Original Receipts 5. Submit Request for Payment Packet to the Fiscal Department

Scrip Supportive Services  Shell Gas Cards  Food (Raley’s/Bel-Air and Target)  Work Clothes/Tools (Target)  Bus Passes

Scrip Supportive Services  Customer must be enrolled in SacWorks  Scrip dissemination is reimbursement only  Receipt must be in an amount at minimum equal scrip amount  Customer must provide documentation to support scrip usage  Customer must sign scrip transcript  Coach must note use of scrip in customers scrip template in SacWorks case notes