WORKFORCE INNOVATION AND OPPORTUNITY … INNOVATION AND OPPORTUNITY ACT - YOUTH ... 2. Case Notes...
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WORKFORCE INNOVATION AND OPPORTUNITY ACT - YOUTH MOSES Guide LAST UPDATED: December 2016 The Mayor’s Office of Workforce Development A Division of BPDA
Transcript of WORKFORCE INNOVATION AND OPPORTUNITY … INNOVATION AND OPPORTUNITY ACT - YOUTH ... 2. Case Notes...
WORKFORCE INNOVATION
AND OPPORTUNITY ACT - YOUTH
MOSES Guide
LAST UPDATED: December 2016
The Mayor’s Office of Workforce Development
A Division of BPDA
2 Updated December 2016
TABLE OF CONTENTS A. INTAKE & ELIGIBILITY .................................................................................................................................................................................................... 3
1. Youth Information ............................................................................................................................................................................................... 4
2. Barriers ................................................................................................................................................................................................................... 5
3. Assistance .............................................................................................................................................................................................................. 5
4. Education .............................................................................................................................................................................................................. 6
5. Work Experience ................................................................................................................................................................................................. 6
6. EEO Rights ............................................................................................................................................................................................................. 7 7. Assessment: Pre-Testing .................................................................................................................................................................................... 7
8. Eligiblity Criteria .................................................................................................................................................................................................... 8
9. System Calculated Eligibility ............................................................................................................................................................................... 9
10. MOSES Job Seeker Training Details .................................................................................................................................................................. 9
B. WIOA GRANT ENROLLMENT ....................................................................................................................................................................................10
1. Grant Enrollment & Case Management .......................................................................................................................................................10
2. Course & Element Enrollment ........................................................................................................................................................................10
C. SERVICES & MASS ENTRY ...................................................................................................................................................................................11
1. Services ...............................................................................................................................................................................................................11
2. Case Notes ..........................................................................................................................................................................................................12
3. Adding Backups .................................................................................................................................................................................................13
4. Mass Entry ..........................................................................................................................................................................................................13
D. INDIVIDUALIZED SERVICE STRATEGY (ISS) ................................................................................................................................................14
1. Career Interest & Occupational Skills Assessment ......................................................................................................................................15
2. Labor Market Information ..............................................................................................................................................................................16
3. Case Plan Goals .................................................................................................................................................................................................17
4. Youth Goals ........................................................................................................................................................................................................17
5. Post-Testing........................................................................................................................................................................................................18
E. OUTCOMES ................................................................................................................................................................................................................19
1. Attained a Degree or Certificate ......................................................................................................................................................................19
2. Entered Post-Secondary Education or Training ............................................................................................................................................19
3. Entered Employment ........................................................................................................................................................................................20
F. EXITING ........................................................................................................................................................................................................................21
G. FOLLOW-UP & RETENTION ...............................................................................................................................................................................21
1. Follow-up Services & Notes ............................................................................................................................................................................21
2. Retention: Advanced Training or Post-Secondary Education ...................................................................................................................22
3. Follow-Up: Employment .................................................................................................................................................................................23
4. Retention: Attainment After Exit ...................................................................................................................................................................23
H. CLOSING CASE MANAGEMENT .......................................................................................................................................................................24
I. PERFORMANCE MEASURES ................................................................................................................................................................................24
1. Employment, Post-Secondary Education, or Advanaced Training ...........................................................................................................24
2. Median Wages ....................................................................................................................................................................................................25
3. Credential Attainment .......................................................................................................................................................................................25
4. Employer Retention Measure ..........................................................................................................................................................................25
5. Measurable Skill Gain .........................................................................................................................................................................................25
7. Performance Measures Timeline & Quarters ...............................................................................................................................................26
J. ADMINISTRATIVE REMINDERS .........................................................................................................................................................................27
K. CONTACTS ..................................................................................................................................................................................................................27
Updated December 2016 3
EMAIL ELIGIBLITY DOCUMENTS TO:
Cassie White
Please send the checklist as a Word doc
and the rest of the eligibility documents
as one PDF. If changes are requested,
please resubmit the entire PDF.
A. INTAKE & ELIGIBLITY
Before eligibility approval:
1. Youth may participate in the program prior to WIOA enrollment as a “probationary” period.
2. Determine eligibility for WIOA and collect appropriate documentation.
3. Search for the Youth File in MOSES and either update the file or create a new file (Sections A1 thru A10).
When creating a file:
Do not use a pseudo SSN
The registration date cannot be changed once entered
Dual enrollment: If a youth is already enrolled in WIOA at another program, the participant does not need to re-determine eligibility in WIOA. Simply enroll the participant in the appropriate courses. Both agencies must collaborate to engage the participant. Both agencies should review the ISS and enter appropriate services and notes in MOSES. The agency who initially enrolled the participant remains the lead agency until the participant exits from the grant.
Eligibility approval: All eligibility documents must be reviewed by OWD and
kept in the Youth File. Documents include:
1. Youth Enrollment Checklist for OSY or ISY
2. OSY verification, if applicable
3. Boston Residency documentation
4. Age documentation
5. Citizenship or Right to Work documentation
6. Selective Service compliance, if male-born and 18+
7. Proof of economic eligibility, if applicable
8. Barrier(s) documentation
DO NOT submit documents with social security numbers. Social security cards are not accepted by OWD.
Youth File: The following documents must be in the Youth File, but do not need to be reviewed by OWD:
1. Receipt of Grievance Procedures, signed
2. MOSES Job Seeker Training Registration Details, signed (see pg. 9)
3. Academic Assessment Test Scores (CASAS, TABE)
4. Individual Service Strategy- ISS, signed
5. Case notes- from MOSES or the last page of ISS
6. Career Assessment (MA CIS, etc.)
7. Skills Assessment (MA CIS, etc.)
8. Labor Market research results
9. HiSET or diploma, if applicable
4 Updated December 2016
1. YOUTH INFORMATION
Basic
Fill out all required
fields (name, DOB,
contact info, etc.).
“Other Eligible”
refers to other
military benefits
Full - General
Information
Fill out additional
information,
including
employment status
(at time of intake),
disability,
education, and
Economically
Disadvantaged
Always complete;
does not need to be
certified or
documented.
Leave Immigrant field
blank.
Always enter Family
Size.
This information used to determine if
participant has dropped out
BE CONSISTENT
Generally, anything entered in MOSES should also be
reflected in the youth file.
Example: if disability is checked “yes”, it must be
entered as a barrier and documented.
► Required
Recommended
Check off
Program
Eligibility.
Updated December 2016 5
2. BARRIERS
3. ASSISTANCE
If using Requiring Additional Assistance, type
one of the following Boston-approved barriers:
GPA of less than 2.0
Failed MCAS
ELL Instruction
Public Housing
High Poverty Area
Single Parent household
Truant; significant attendance problem
DOCUMENTATION
All checked
assistance must also
be documented in
the Youth File.
DOCUMENTING
BARRIERS
Eligibility barriers must
be documented.
Check barriers in the
first two columns as
appropriate.
School Dropout
There is no checkbox for the
school dropout barrier. Type
school dropout in the Barrier
Notes box. Complete the Full tab:
less than high school and OSY.
6 Updated December 2016
4. EDUCATION
5. WORK EXPERIENCE
Work Experience
Click Add for a new
entry. Click
Employer Search to
add employer
information. If the
employer isn’t in
the system, choose
“Record Not
Available”.
Education
Fill out the youth’s
verified degrees,
certification, and
other training.
Update as needed
throughout
enrollment.
WORK EXPERIENCE
VS. EMPLOYMENT
Work Experience only
documents
employment prior to
enrollment in WIOA.
Any employment
gained during or after
WIOA enrollment is
entered in
Employment under
the Services tab.
Updated December 2016 7
6. EEO RIGHTS
7. ASSESSMENT: PRE-TESTING
Click Add. Update
the test date field.
Scale score and
grade level must
both be entered.
If the test is used
for the Basic Skills
Deficient barrier,
check Use this test
score for eligibility.
If unable to check,
open the test being
used for eligibility,
uncheck and save
changes. Then
enter the new test.
PRE- TESTING
All participants must be assessed for academic skills.
OWD recommends CASAS e-Tests and provides them at no cost.
Participants must be assessed within 60 days of their first WIOA service
An assessment less than 6 months old may be used in place of a new assessment.
The same assessment (CASAS, TABE) must be used for pre- and post-testing.
Add an EEO service:
Orientation; Notified
of EEO Rights.
Must be “ABE Reading” or “ABE Math”
and “not for DOE use”
MADOE/USDOL Assessment is “Yes”
EEO RIGHTS
At intake each
participant must sign
the grievance form,
stating that they have
been notified of the
grievance process.
8 Updated December 2016
8. ELIGIBILITY CRITERIA
Family Size
If family size is
documented, check
‘yes’ for verified.
Family Income
Only enter if using 6
months of income
documentation to
prove economic
eligibility. Otherwise
leave blank.
High Poverty Area
Only check if using
the Poverty
Threshold
Database to prove
economic
eligibility.
At the bottom of the
file, click Eligibility
Criteria.
Selective Service
Always check ‘yes.’
A participant is still
considered Selective
Service Compliant if
female or under 18.
Updated December 2016 9
9. SYSTEM CALCULATED ELIGIBILITY
10. MOSES JOB SEEKER TRAINING DETAILS
OWD approval is required before proceeding
Approval is required before enrollment in:
Courses| WIOA grant | Case Management
Click Initial Eligibility
or Update Eligibility.
Under Potential
System Calculated
Eligibility highlight
WIOA Title I – Youth
and click on the
arrow to move to
the right.
This will open a Word document. Print, review, and sign with the participant. Keep a copy in the youth file.
10 Updated December 2016
B. WIOA GRANT ENROLLMENT
Once OWD has approved the youth’s eligibility documents, the youth may be enrolled in the grant,
course/activity, and case management. The grant start date must be after OWD approval date.
1. GRANT ENROLLMENT & CASE MANAGEMENT
2. COURSE & ELEMENT ENROLLMENT In addition to the core WIOA program or course, youth must be enrolled in any applicable WIOA elements.
Elements are entered either as courses or services.
Check Apply for WIOA
Title I-Youth to enroll in
the grant. The date the
box is checked off
becomes the
participant’s WIOA start
date.
Also check Apply for
Case Management to
activate the Case
Plan/Youth ISS tab. This
will assign the youth to
the current MOSES user.
To enroll in a course,
click Add and Course
Search. Highlight the
course, and click
Enroll.
WIOA ELEMENTS
The following elements
are entered as courses:
YOU—Guidance &
Counseling
YOU—Leadership
Development
YOU—Mentoring
YOU—Tutoring
YOU—Work Experience
YOU—Entrepreneurial
Training
Updated December 2016 11
C. SERVICES & MASS ENTRY
1. SERVICES
Select a course and
click Add. Fill out all
required information.
Check Yes for
Enrollment.
WIOA - Youth
Highlight and move to the right.
To add a new service,
click Add. Choose the
appropriate category
and service detail.
Blue Service Details
are “reportable” and
will keep the
participant enrolled
for another 90 days.
Enter a service at least
monthly.
Course start date
cannot be before grant
enrollment date.
WIOA ELEMENTS
The following elements
are entered as services:
Supportive Services
Follow-up Services
Financial Literacy
Labor Market Info
Post-Secondary
Education Training
12 Updated December 2016
2. CASE NOTES
Printing Notes
To print Case Notes, go to
Notes. Click Expand All
Notes then View Notes in
Word.
TIPS FOR NOTES
Case notes must be
entered monthly
Respect confidentiality
Keep it factual
Include context, but
keep it relevant
Be brief; do not copy full
emails
Avoid abbreviations
Case notes can only be
backdated 30 days
Updated December 2016 13
3. ADDING BACKUPS
By adding backups, other staff can also edit the Case Plan.
4. MASS ENTRY
Add service type and
service result. Notes
must be entered
individually.
Job Seeker-
Caseload
Management-
Cases
To bulk add
backups, highlight
all youth cases
under Cases and
click Add Backup.
With each new
backup, add an end
date that is 5-10
years in the future.
14 Updated December 2016
D. INDIVIDUALIZED SERVICE STRATEGY (ISS)
The ISS is an individualized plan that supports youth in reaching their employment and/or educational goals by
matching skills and needs with appropriate services, training, etc. Service providers must provide an objective
assessment of each participant’s skill level, service needs, and strengths. The ISS must:
include career planning and the results of objective assessments
include education and employment goals
include achievement objectives and services
directly link to one or more performance indicators
identify an appropriate career pathway
Complete and sign the ISS at intake or early on in program enrollment. A new ISS does not need to be completed
each year, but it must be revisited and updated regularly (at least 2 times per year). The ISS includes:
1. Basic youth information Contact information, Educational Background, Work Experience
2. Literacy and numeracy assessment
This can include CASAS, TABE, MAPT or GAIN.
3. Career Interests Assessment Youth can use the Interest Profiler in MACIS www.masscis.intocareers.org
4. Occupational Skills Assessment
Participants can use SKILLS in MA CIS - www.masscis.intocareers.org
5. Assets and Strengths Participants can use SKILLS in MA CIS - www.masscis.intocareers.org
6. Labor market information
Sources include: o Career OneStop - www.careeronestop.org o Workforce One - www.workforce3one.org o US Department of Labor - www.doleta.gov/usworkforce o US Bureau of Labor Statistics - www.bls.gov
7. Work readiness assessment A condensed version of the MA Work-Based Learning Plan is included within Boston’s ISS form. See skillspages.com/masswbl for full plan.
8. Supportive services & considerations
Indicate the services that the program will provide to each youth.
9. Personal Interests Record youth’s primary interests.
10. Goals Participants must have 1-3 smaller, achievable youth goals recorded, as well as at least one larger case plan goal.
11. Fourteen Elements Record all elements the youth receives, including the provider, comments, and start & end dates
12. Notes Record youth’s progress and any relevant information.
Updated December 2016 15
1. CAREER INTEREST & OCCUPATIONAL SKILLS ASSESSMENT
Other Assessment
If using a different
assessment,
choose Other
Test; Other. Type
the test name in
the description
field. Enter
assessment results
in the description
Results field.
MA CIS
If using MA CIS,
enter the two
tests: Career
Information
System; Interest
Profiler and Skills.
For each, enter
Assessment
results in the
description.
DOCUMENTATION
Once youth have
completed the
assessments, each must be:
1. Kept in the youth file,
2. Recorded in the ISS, and
3. Entered into MOSES.
16 Updated December 2016
2. LABOR MARKET INFORMATION
Add Labor Market
Information under
Labor Market for
Skills.
Add Labor Market
Info as a service: Job
Search; Labor Market
Info.
Updated December 2016 17
3. CASE PLAN GOALS
Youth must have at least one Case Plan Goal. Case Plan Goals are the overarching outcomes. They include:
Basic Skills: e.g. pass all HiSET tests, enter post-secondary education
Work Readiness Skills: e.g. complete internship placement
Occupational Skills: e.g. earn CNA certificate
Employment (automatically added by MOSES; can be removed if needed): e.g. gain a part-time job
Goals for Measurable Skill Gain Performance Measure are:
Goal Description Example
1. Educational Achievement
Increases in one or more Educational Functioning Levels CASAS, TABE
2. Secondary Diploma or Equivalent
Attains a secondary school diploma or equivalent Diploma, HiSET, GED
3. Skills Progression Completes an exam required for a particular occupation CNA, HHA, etc.
4. Training Milestone Satisfactory or better progress report toward established milestones from an employer/training provider
WBLP, organizational milestones, etc.
5. Transcript/Report Card
Transcript/report card for one (1) academic year shows that the participant is achieving the state unit’s policies for academic standards.
Transcript, report card
To add a goal, click
“Add Goal.’ Then
input case goal
details, including
goal type, goal due
date, and a brief
goal description.
18 Updated December 2016
4. YOUTH GOALS
Youth must have 1-3 youth goals, updated annually, which are small goals that lead up to a larger case plan goal.
Basic Skills: e.g. improve reading level from 8.2 to 9.0, sign up for tutoring
Work Readiness Skills: e.g. write a resume, practice interviewing
Occupational Skills: e.g. improve nursing skills, improve IT skills
5. POST-TESTING
For youth measured in Educational Achievement (see I: Performance Measures), youth must be post-tested and
gain an EFL within one year of the youth’s WIOA grant start date to achieve a positive outcome. For these youth,
enter at least one post-test. If multiple post-tests are taken, replace the previous test with a higher score.
Click Add, then fill
out goal summary,
type of goal, and
target completion
date.
Under the Testing
tab, highlight the
Pre-Test and click
Post-Test. Enter
the test date, scale
score, and grade
level.
When post-test is accurately entered, “yes”
will show in the post-test column.
Updated December 2016 19
E. OUTCOMES
1. ATTAINED DEGREE OR CERTIFICATE
2. ENTERED POST-SECONDARY TRAINING OR EDUCATION
If the participant
enters training or
post-secondary
education while
enrolled or after
exit, enter the
outcome: Outcome;
Entered Advanced
Training, or Post-
Secondary.
Degree or Certificate
If the participant
attains a degree or
certificate while
enrolled or after exit,
enter the outcome.
Category: Outcome;
Service Detail: choose
the degree/certificate
attained.
Military
If the participant has
entered the military,
enter as a service
here as well as
under the
Employment tab.
20 Updated December 2016
3. ENTERED EMPLOYMENT
For full or part-time
unsubsidized
employment gained
while enrolled, add a
service for Obtained
Employment.
The Employment
Services Detail
window will open. Fill
out all required fields,
using the Industry
Code Search,
Occupational Search,
and Employer Search.
If the participant
changes positions,
employers, or salary,
simply update the
information in the
follow-up screen; do
enter a new
employment outcome.
Updated December 2016 21
F. EXITING
To prepare a youth file for exit, after the last reportable service is provided:
1. Close all Case Plan goals
2. Close all Youth goals
3. Close all Courses (including WIOA elements)
If the youth completed the program but WIOA services
are still being provided, do not exit from the grant.
Close the program Course, but keep the appropriate
WIOA element open (i.e. YOU – Leadership
Development) until the youth is ready to exit
completely from the grant.
Most times the youth will exit upon program
completion.
OWD should be notified immediately of an accidental exit.
G. FOLLOW-UP & RETENTION
1. FOLLOW-UP SERVICES & NOTES
Begin entering monthly follow-up services after the youth file is ready for exit (section F: Exiting). Follow-up
services and notes must be entered monthly for 12 months from the grant exit date. For steps to enter Notes,
see page 12: Case Notes.
MOSES auto-exits participants after 90 days of inactivity. The
date of the last reportable (blue) service becomes the exit date.
Once last reportable services end, follow-up begins.
Follow-Up
Services
Add a service.
Follow-up;
choose the
month number
(from the date
of exit).
22 Updated December 2016
2. RETENTION: ADVANCED TRAINING OR POST-SECONDARY EDUCATION
After an advanced training or post-secondary education outcome is entered, retention must be entered through
the 12-month follow-up period. Enter a retention service at least every quarter (follow-up months 3, 6, 9, 12).
Retention
Highlight the
training or
education
outcome, and
then click
Retention.
Cannot Locate
If a participant loses
contact, enter a
“Cannot Locate”
service, listed under
Outcomes/
Enhancements.
Enter a note
describing outreach
efforts. Then stop
entering monthly
follow-up services.
Updated December 2016 23
3. FOLLOW-UP: EMPLOYMENT After employment is attained and entered, employment follow-up must be entered throughout the 12-month
follow-up period. Enter a retention service at least every quarter (follow-up months 3, 6, 9, 12).
4. RETENTION: ATTAINMENT AFTER EXIT
If the participant
entered employment
or post-secondary
after exit, an additional
retention service must
be entered. Highlight
the MOSESBATCH
Outcome to enter
Retention.
Follow-Up
Highlight the
employment and
select Follow Up.
If the participant
changes
employer/positions/
salary, simply
update the
information in the
follow-up screen; do
enter a new
employment
outcome.
Choose the retention
month from date of
exit. Months 6 and 12
indicate a positive in
the Performance
Measure.
24 Updated December 2016
PERFORMANCE MEASURE EXCLUSIONS
Youth are excluded from the performance
measure if they are:
Institutionalized
Health/Medical Care
Deceased
Reservist Called to Active Duty
Youth Mandated to Relocation Program/Foster Care
Must be identified and documented by the
end of the 3rd quarter after exit
H. CLOSING CASE MANAGEMENT
After 12 months of follow-up services are complete, close case management.
I. PERFORMANCE MEASURES
The following outlines the common measures used by US DOL to evaluate performance of WIOA programs. Each measure is calculated independently of one another; for example, youth can have one out of three positive outcomes, or three out of five.
1. In Employment or Post-Secondary Education or Training during the 2nd Quarter After Exit:
Youth participants who are employed, in education, or in
occupational skills training during the second quarter
after exit.
Reporting: Wage records from UI database or 6 month
retention service
2. In Employment or Post-Secondary Education or Training
during the 4th Quarter After Exit:
Youth participants who are employed, in education, or in
occupational skills training during the fourth quarter after
exit.
Reporting: Wage records from UI database or 12 month
retention service
Case Closure
Highlight the case
manager, highlight
the youth, and click
Case Closure. Enter
the Close Reason.
Updated December 2016 25
3. Median Wages 2nd Quarter After Exit:
The median wage of those youth employed in the 2nd quarter after exit.
Reporting: Wage records only
4. Credential Attainment:
a. Youth participants that were in a postsecondary education or training program and who obtained a
recognized postsecondary credential during the program or within one year after exit;
b. the number of participants who exited that were in a secondary education program and who
obtained a secondary education diploma or its equivalent during the program or within one year
after exit AND who were also employed or enrolled in an education or training program leading to a
recognized postsecondary credential within one year after exit.
Reporting:
a. Attainment of degree, certificate, license or other credential
b. If secondary education diploma, then Wage records from UI database or employment follow-up
services (1 – 12) from employment tab; or Outcome of Entered Post-Secondary or Entered
Advanced Training and/or Retention services (1 – 12)
5. Employer Retention Measure:
Youth participants who are employed in the 2nd quarter after exit AND in the 4th quarter after exit that
are employed with the same employer in both quarters
Reporting: Wage records from UI database
6. Measurable Skill Gain: Measured in one of five ways:
1- Educational
Achievement
2- Secondary
School Diploma
3- Transcript/Report
Card
4- Training Milestone 5- Skills Progression
Basic skills deficient
at program entry
with a gain of one or
more educational
functioning levels
(CASAS, TABE scores)
Participants that do
not have a
secondary education
diploma at program
entry who attain a
high school diploma
or equivalent
Participants enrolled
in either secondary or
post-secondary
whose
transcript/report card
for one (1) academic
year is achieving the
state unit’s policies
for academic
standards
Participants enrolled
in on the job training,
apprenticeship or
work experience with
a satisfactory or better
progress report toward
an established
milestone from an
employer/training
provider (WBLP,
organizational
benchmarks)
# of participants
successfully
completed an exam
required for a
particular occupation,
or progress in
attaining technical or
occupational skills as
evidenced by trade-
related benchmarks
(HHA, CNA)
Reporting:
Test scores & Case
Management Goals
Reporting:
Attainment & Case
Management Goals
Reporting:
Case Management
Goals
Reporting:
Case Management
Goals
Reporting:
Attainment & Case
Management Goals
26 Updated December 2016
PERFORMANCE MEASURES TIMELINE & QUARTERS
Quarters run from:
July to September
October to December
January to March
April to June Performance measures are dependent on each participant’s exit quarter. If a participant exited on May 20th, the
performance quarters would be as follows:
JAN FEB MAR
Exit Quarter 1st Quarter after Exit 2nd Quarter after Exit
APR MAY EXIT:
May 20
JUN JUL AUG SEP OCT NOV DEC
3rd Quarter after Exit 4th Quarter after Exit
JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN
The following is an example of a youth exit and by when performance measures must be attained. The timeline
runs according to the date of the youth exit.
GRANT
START DATE:
Jan. 15, 2016
WIOA EXIT DATE: May 20, 2017 EXIT
QUARTER
April-June
2017
QUARTER 1
after exit
July-Sept
2017
Measurable Skill Gain: must increase before the end of the fiscal year (June 30)
or before grant exit, whichever comes first.
Employment, Education, Training: Must be employed or enrolled in post-secondary at any point during the second quarter after exit
(Oct-Dec 2017) and fourth quarter after exit (April-June 2018)
QUARTER 2
after exit
Oct-Dec
2017
QUARTER 3
after exit
Jan-Mar
2017
QUARTER 4
after exit
April-June
2018
Credential Attainment: can be attained at any point up to one year after exit (May 20, 2018)
Updated December 2016 27
J. ADMINISTRATIVE REMINDERS
MOSES REPORTS
OWD sends MOSES reports to agencies mid-month.
Review all reports for errors and make appropriate corrections in MOSES.
PROGRAM REPORTS
Submit monthly or quarterly reports and service plans by the 10th business day of the following month
Send electronically to Cassie White at [email protected]
INVOICES
Submit either monthly or quarterly by the 10th business day of the following month
Send electronically to Kerry Nee [email protected], Lee Fields [email protected], and Cindy
Chow [email protected].
SITE VISITS Site Visits are scheduled with program and OWD staff to review any of the following:
Compliance with contracts
Program operations
Performance measures
Administrative and/or data systems
Quality of service, through classroom observation or interviews
K. CONTACTS Larry Smith Deputy Director of Youth & Human Services 617-918-5262 [email protected]
Cassie White Assistant Deputy Director of Youth Services 617-918-5265 [email protected]
Kerry Nee Grants Administrator 617-918-5225 [email protected]
Ellen President Database Manager 617-918-5222 [email protected]
MOSES Help Desk 617-626-5656 [email protected]
28 Updated December 2016
STAFF DIRECTORY
MOSES 101 TRAINING For upcoming training (typically monthly in Boston), visit: www.mass.gov/massworkforce/training/moses
RSVP: Contact Tom Cartier at [email protected] or 617-626-5303 with your preferred date, location, and time of the session you wish to attend
