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Exhibit B Contract #: F. Individual Employment Plan: An Individual Employment Plan (IEP) shall be developed for each customer enrolled into intensive services. This plan is a standardized document in the Orange County Workforce Investment Area, and serves as the "road map" for services. Once the customer is registered and a rationale for service levels is established, the IEP shall be developed in partnership with the customer. Post-employment services shall be documented on the IEP, including job retention strategies and other needed follow-up services. G. Case Management: The Contractor shall provide integrated case management services to all individuals that receive intensive and/or training services. Case management is considered a key component of service delivery and critical to the ultimate success of the customers. Case management is necessary to assure that all of the needs of the customers are met and that information is collected and reported. If a customer is enrolled in more than one funding stream, it is critical that differentiated services provided for each program are documented and justified. H. File Maintenance and Documentation: A case file shall be maintained for every registered customer. At a minimum, the case file will include information and documentation of each of the following: 1. Program eligibility/determination of neei:l; 2. WIA MIS forms, including source documents for validation; 3. Initial and Comprehensive Assessments; 4. IEP, including all updates of services provided and completed; 5. Approved ITA voucher if receiving training; 6. Progress reports, time and attendance if receiving WIA and non-WIA funded training (including short-term pre-vocational training); 7. Counseling notes printed from the computer. 8. All components of the data validation tool referenced in WIA Bulletin 04-0CWDA 43. I. Workshops: The One-Stop Center shall offer, at minimum, transferable skills workshops weekly to registered WIA customers. These workshops are to help clients and case managers determine the unique skills and strengths of this workforce. Transferrable skills workshops should identify skills that can be applied to high-wage, high-growth demand occupations. The intent of these workshops is to provide the knowledge and skills to identify potential jobs, apply for a job, interview for a job and handle difficult situations that may arise after hire to ensure successful job retention. J. Training: The Contractor will be responsible for referring each individual to the most appropriate activity for the individual as determined from the assessment and the documented statements in the IEP. Not every customer will need or desire training. Training activities are for those individuals who clearly cannot obtain or maintain employment without training in a specific skill set or demand occupation. Successful completion of training courses must lead to recognized credentials or their equivalent. The categories below list the training services that shall be made available to individuals showing an assessed need. 1. Occupational skills training is offered through Individualized Training Accounts (ITA). IT As permit a wide range of choices to customers and are locally monitored to offer training in only demand occupations in accordance with the Santa Ana WIB On-the-Job Training policy 2. On-the-Job Training (OJT) contracts will be developed under this agreement in accordance with the Santa Ana WIB On-the-Job Training policy. 3. Contractor shall seek other non-WIA funded training, whenever possible, and shall use Pell Grants to offset WIA funds where applicable. Other non-WIA funded training offered by the community college, adult education and ROP is strongiy encouraged. Page 2 of 6