This page contains guidelines for managing TRADE customer files, including: rapid response, intake, approval, monitoring, misc. forms, and other information.
Merit Staff Procedures
- Change in Training Plan – LWIA Merit Staff Procedures
- IBIS Documentation Procedures for WIA and Trade Files
- SAMPLE-7 Conditions of Training-Updated-8-17
- 60 Day Benchmark Instructions – Updated 2-14
- Trade Consumable Account Form
TRADE Rapid Response Instructions and Forms
- TRADE Rapid Response Procedures – LWIA 23
- Rapid Response Meeting Notice Flyer – Sample
- Rapid Response Sign-In Sheet – Sample
- Rapid Response Agenda – Sample
- TAA Customer Checklist for Intake – Effingham
TRADE Intake Step by Step Process-Forms
- TAARA File Checklist
- Authorization to Verify Employment
- TGAAA File Checklist – Merit Staff
- TRADE 28 Day Contact Card
- TRADE Transferable Skills Checklist
- TAAEA File Checklist Merit Staff
TRADE Step by Step Instructions for Required Entry into IWDS
- 28 Day Entry Directions into TAA Status Screen
- Ceased Participation – When Do I Use This
- Maintenance of 28 Day Waiver
- (New & Continuing Customers) Instructions for Part-Time & Distance Learning Status
- Justified Absence Examples
- Payable Training Interruption IWDS Entry Instructions
TRADE Training Approval Process-Forms
- TRADE-Student Bi-weekly Progress Report
- Request for Training Packet
- Training Orientation Checklist – Rules
- Reconciliation of Costs PRIOR to Each Semester
- Release of Information to Training Institutions
TRADE Misc. Forms
- TAA Sample Success Letter After Training
- TAA – Date Finder
- TRADE Petition Decision Website
- TGAAA – Date Finder
TRADE Internal Monitoring Process-Forms
- Internal Monitoring – TAA Coordinator Requirements
- TRADE-Quality-Assurance- LWIA 23 Monitoring-Form
- TAA Case Management Performance Summary
TRADE Follow-Up
- Employment Questionnaire
- New Employment Letter
- Quarterly Follow-Up Questionnaire
- Problems With Getting Follow-Up Info – Sample Letter
- Letter to Employer to Obtain Job Info
- Quarterly Follow-Up Letter
- Quarterly Follow-Up Questionnaire – Employer Form
TRADE Agent Liable Process-Letter Samples
- Agent-Liable Letter – Customer’s 1st Contact Letter – Sample
- Agent-Liable – Training Approval Letter to Agent State – Sample
- John Smith – Training Approval Letter to Kansas
- Agent-Liable – Step by Step and Checklist for Mailing
- Agent-Liable – Intake Required List
On the Job Training
- OJT-Work Experience Contract with Training Plan
- Blank OJT Progress Report
- CEFS NEG OJT Handout – November 2013
- CEFS Traditional OJT Handout – April 2012
- OJT Employer Pre-Award Checklist
- OJT File Checklist
- OJT Job Seeker Referral Letter
- OJT Monthly Invoice for Employers
- OJT Monthly Reimbursement Reconciliation to Employer
- Pre-Award Addendum
- Auto-Fill OJT Monthly Invoice for Employers to Complete – Sample
- Auto-Fill OJT Monthly Reimbursement Reconciliation to Employer – Sample
- Lori Smith – IEP Sample
- OJT Employee Record Review Guide – Sample
- Monthly Forms Completed for Payment Processing – Sample