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MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesQualityAssuranceTechnicalAssistanceTrainingWebinarOctober1,20191MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesAGENDAWelcome Purpose&GoalOverview QAMonitoringSystemsTechnicalAssistance2MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesOverviewCaseManagementCasePlanCaseNotesMOSESDataEntryQuestion&Answer3MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesAPPLICABLEDOCUMENTATIONREQUIREMENTS#09-20;TitleIEligibility Requirements(Revised)#04-34;CaseManagementforJobSeekerCustomers4MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesGeneralCommentsonEligibilityWIAandothereligibilityshouldbedeterminedpriortoenrollmentinretrainingand/orotherintensiveservices.5MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesPotentialDisallowedCostsProvidingintensiveservicestocustomerswhoaredeemedtobeineligiblemayleadtoquestionedandultimatelydisallowedcosts.Disallowedcostshavetoberepaidusingnon-FederalfundsobtainedfromtheCareerCenterand/orLeadElectedOfficial.6MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesApplicantStatementsAnApplicantStatement,asdescribedinEligibilityPolicy#09-20,requirestheApplicantStatementtobeused“inalimitedway”andthatlocalboards“mustdeveloppoliciesthatdescribehowApplicantStatementsareusedinconjunctionwithpracticableattemptstosecurerecommendeddocumentation.7MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesApplicantStatements(cont’d)DuediligenceassuresthatApplicantStatementsaresupportedbyadocumented“corroborativecontactorreliablewitnessattestingtotheaccuracyofthestatement.”andbemadeinthepresenceofanappropriatelydesignatedstaffperson,(withoutundulypenalizingafamilyorindividualwithavalidextenuatingcircumstance).8MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesAPPLICABLECASEMANAGEMENTTECHNICALASSISTANCECaseManagementinMOSESIntegratedCaseManagementCommunicationSkillsforCaseManagers9MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesWIAISSUANCE#04-34“Formalcasemanagementwillbestandardservicedeliverymodelfortargetedgroups.”NationalEmergencyGrant(NEG)ParticipantsTradeAdjustmentAssistance(TAA)ParticipantsWIATitleIEnrollees10MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesWIAISSUANCE#04-34EffectiveCaseManagementconsistsofastructuredsetofclearlyinterconnectedfunctionsthatadesignatedCareerCentercasemanagerundertakestodevelopandcoordinatethedeliveryofanindividualCustomer’sagreeduponplanofworkforcedevelopmentservices.11MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCASEMANAGEMENTFormalCaseManagementrequirestheassignmentofacasemanager.ToformallyenrollacustomerinMOSESCaseManagement,CaseManagementis“applied”onthebasicscreen.OncethisoccurstheMOSESCasePlanbecomesavailable.1213MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices14MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices15MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCASEMANAGEMENTTheCaseManagershouldcontacttheCustomernolongerthanevery60daysunlessspecificpopulationsand/orlocalpoliciesrequiremorefrequentdirectcontacts.NEGsrequire30daydirectcontactforCustomers.16MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCASEMANAGEMENT–(cont’d)CaseManagementservicesforNEGandTradeCustomersmustbeavailableandofferedtotheCustomers.InadditiontotheMOSESCasePlanfeaturebeingutilized,CaseManagementservicesmustbedocumentedbylistingtheservicesprovidedintheappropriateservicestabsaswellasusingtheMOSESCaseNotesfeature.17MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices18MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices19MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices20MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices21MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices22MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESCASEPLANASSESSMENTGOALSTRAININGJUSTIFICATION23MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesASSESSMENTAssessmentisanon-goingprocessofgatheringinformationforthepurposeofmakingdecisionsaboutthecustomer.Theprocessofassessmentisbaseduponthecustomer’sneedsandisindividualizedtoeachcustomer.Assessmentcanbecomprisedofavarietyofmethodologies.24MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESCASEPLANASSESSMENTWorkHistoryJobSkillsEducationLaborMarketforSkills25MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESCASEPLAN
LaborMarketInformation(LMI)TheLaborMarketInformation(LMI)forSkillsneedstobecompletedforcustomersseekingajob,aswellas,thoseseekingretraining.NeedstoincludethedocumentationofwherethesourceoftheLMIinformationcamefrom.Marketabilityisafactorforallconsiderationsofemploymentandre-employment,notsimplythoseseekingretraining.26MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices27MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices/28MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices/dcs29MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesOtherTypesofResourcesforLMINewspapersMagazinesNationalAssociations30MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESBARRIERSEachCustomermustbeassessedforbarriersfortwopurposes:BarriersrelatedtospecificprogrameligibilityBarrierstoemploymentorre-employment31MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESBARRIERSOthernon-eligibilitybarriersneedtobeidentifiedanddocumentedinMOSES.Thereneedstobeanadequatedescriptionofthebarrier.Thereisamisconceptionthatbarriersareonlycompletedforthosecustomersenrollinginretraining.32MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices33MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesMOSESCASEPLANBARRIERSLimitedJobSearchSkillsandWorkHistoryconcernssuchaslimitedtonoworkhistoryand/orgapsinworkhistoryarealsobarriers.34MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesGOALSOncethecustomerhasbeenassessed,thentheemploymentgoalneedstobeestablishedandadescriptionoftheemploymentgoalandtasksaredevelopedanddocumentedontheMOSESCasePlanontheGoalstab.35MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices36MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesTRAININGJUSTIFICATIONTrainingJustificationmustbecompletedforallcustomerswhoarereceivingretraining.Justificationincludesprogrameligibility,assessmentresults,andaddressesthecustomers’lackofmarketabilitywiththeircurrentskillsandtheiranticipatedmarketabilitywiththeirnewskills.37MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServices38MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesWHATCONSTITUTESACOMPLETECASEPLANINMOSES?NeedtobeenrolledinCaseManagementandassignedaCaseManager.MOSESCasePlanshouldhaveallsectionscompletedandallcomponentsaddressed.Ifthereisnotrainingthenthereisnoneedtocompletethetrainingjustificationscreen.39MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesThePurposeofCaseNotesPurposeofMOSESCaseNotesistosupplementinformationenteredinMOSESCasePlanandotherplaces.MOSESCaseNotesentriesshouldreflecttheoverallgoalofhelpingtheCustomerstobecomeemployedandself-sufficient.40MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesQualityDocumentationCaseNotescandemonstratethatqualityserviceswereprovided,yetnotbeeffectivelywritten.Thegoalistobothprovidequalityservicesandeffectivedocumentationoftheseservices.41MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesQualityDocumentationCont.QualitydocumentationshouldreflectCustomerneeds.MOSESshouldreflecttheprovisionofdirectassistancefor;training,andjobsearchassistanceleadingtore-employment.MOSESCaseNotesneedtoreflecttheprovisionofCareerCenterservicesandenableanaccuratepictureofthedeliveryoftheseservices.42MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCustomerConfidentialityWriteyournotesasiftheywillbepubliclypublishedandgenerallyavailable.Confidentialnotescanalsoberequested.Customersand/orotherinterestedpartiescanrequestthroughtheFreedomofInformationActallinformationpertainingtothem.43MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCustomerConfidentiality(Cont’d)DonottoleaveprintedCustomerrecordsinpublicaccess.DonotleaveMOSESscreensopenorunattendedwithCustomerinformation.Lockupfilesinasecurelocationattheendoftheday.44MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNotesShouldBeFactualMOSEScasenotesshouldonlyincludeinformationreceiveddirectlyfromtheCustomer.Factualfromavendorandquotingthesourceofinformation.45MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNonJudgmentalCaseNotesAvoidlabelingordiagnosingtheCustomersinMOSES.46MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNotesShouldBeConciseDonotabbreviate.Casenotesshouldbebrief,detailed,andunderstandable.47MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNotesShouldBeRelevantMakesureentriesintoMOSESCaseNotesreflecttheoverallcustomergoal.CaseNotesshoulddirectlyimpacthis/herabilitytostayemployedand/orcompletere-training.ItisnotnecessarytoincludeinternalOSCCprocessesandoccurrences.48MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNotesShouldBeAccurateMakesureyouarerecordingtheinformationinthecorrectCustomerrecord.Writeyournotesimmediatelyaftermeetingwiththecustomertoavoidforgetting.49MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesNotesshouldIncludeResolutionCasesNotesshouldtelltheentirestory.Whenaproblemexists,theresolutionmustbedocumentedinCaseNotesatalaterdate.Ifit“isn’tthere”,itdoesnotexist.
50MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesUseofE-mailCopyandpasteonlyrelevantcustomerinformationintoMOSESCaseNotes.SimplyaddanotestatingthatyoucontactedtheCustomerand/orheardfromtheCustomerviae-mail.51MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesStatingtheObviousCasenotesshouldanswertheWho,What,When,Where,Why,andHowquestions.Who:CaseNotesshouldaddressdirectcontactwith;Customer,trainingvendor,orother.What:CaseNotesshoulddescribeevent/occurrencethatisbeingdocumented.When:CaseNotesshouldreflectthedatedirectcontactoccurred.52MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesStatingtheObvious (Cont.)Where:CaseNotesshoulddocumentmeetinglocation.Why:CaseNotesshoulddocumentwhyanyrelevantcontactisbeingmade.Forexample,thecustomer,thevendor,etc.How:CaseNotesshouldaddresswhetherdirectcontactwasinperson,viatelephone,bye-mail,oranothermethod.53MassachusettsDepartmentofWorkforceDevelopment
DivisionofCareerServicesCommonProblemsCaseNotesaretool
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