Intaking a Client

In order to enroll a client into OEWD-funded services and input information into WorkforceCentral, you must first complete the proper intake procedures.

1. Meet with client (in-person or virtually) to assess their needs and discuss services.

2. Collect signed documentation from the client.

3. Gather signed documentation and input the information in WorkforceCentral.

4. Maintain all documents (hard or electronic) in individual client case files.

Required Documents by Grant:

General Fund/CDBG Enrollment Packet

1. Signed OEWD Workforce Development Application - all clients

2. Signed Release of Information form - all clients

3. Signed Participant Rights and Responsibilities - all clients

WIOA Adult, Dislocated Worker, or Youth Enrollment Packet

1. Signed OEWD Master Application - all clients

2. Signed Release of Information form - all clients

3. Signed Participant Rights and Responsibilities - all clients

4. WIOA Title 1 Eligibility Verification Form - all clients

5. Signed Individual Employment Plan - WIOA Adult and Dislocated Worker only (training only)

6. Signed Individual Service Plan - WIOA Youth/Young Adult only

7. WIOA Youth Eligibility Checklist - WIOA Youth/Young Adult only

You may download all Enrollment Packets in the Appendix or link below: >> OEWD Workforce Development Downloadable Forms.

Best Practice/Tip: All intake steps must be followed for data entry into WorkforceCentral, but you may allow for time between steps to either to allow a client to retrieve information or for you to be certain then client is ready to be enrolled in services.