Local Directives

Number Title Effective Date

New Program Completion/Outcomes Form 2026

24-182 Rev 2

Community Reinvestment Matched Investment Savings Accounts (MISA)

– New Account Authorization Letter 2025 (fillable)

– MISA Participant Information Form (9/2025 fillable)

– State Funded EcSA & CRP Monthly Performance Report & Incentive Form (fillable) 2025

– Savings Plan Agreement and Calculator (Excel) (2026 version)

– MISA Withdrawal Form

– MISA Emergency Withdrawal Form

22-180 Rev 4

Federal and State Economic Security for All (EcSA)

– Self Sufficiency Calendar School Funding Worksheet (PDF)

– EcSA Eligibility Verification Checklist

– Priority Income Levels and LLSIL PY26 (effective as of July 1st, 2026)

– UW Self-Sufficiency Calculator Website

– Washington College Grant EcSA Eligibility Letter for Colleges

22-179 Rev 5

Incentive Payments for State Funded EcSA Participants

– State Funded EcSA Incentives Agreement Form 2024

– State Funded EcSA & CRP Monthly Performance Report & Incentive Form (fillable) 2025

– Monthly Incentive Plan & Progress Tracker (fillable)

20-177 Rev 3

TAA & WIOA Dislocated Worker Co – Enrollment

20-176 Rev 1

Protecting Personally Identifiable Information (PII)

19-175 Rev 3

Measurable Skill Gains

- MSG Data Entry Procedures

18-172 Rev 7

Dislocated Worker Eligibility

– DW/QUEST Eligibility Verification Record NEW (7/2023)

– WIOA Application

– Self-Attestation Form (Adult/DW fillable)

18-171 Rev 5

Individual Training Account

FERPA Release Forms for Community Colleges:

Wenatchee Valley College

Big Bend Community College

18-170 Rev 3

Equal Opportunity Notice

18-168 Rev 1

Youth Project Based Learning Incentives

– Performance Report & WBL Incentive Payment Form

– Performance Report & WBL Incentive Payment Form (fillable version)

18-167 Rev 1

Individual Employment Plan for Adults/DWs

-IEP Worksheet (Word Document)

-IEP Worksheet (Fillable PDF)

18-166

Workkeys Skills Certification

18-165 Rev 3

CASAS for Basic Skills Assessment

18-164 Rev 2

Follow-Up Services

17-163 Rev 7

WIOA Youth Eligibility & Design Framework

– Application Packet

– Self-Attestation Form (Youth fillable)

– Youth Verification Record NEW (9/2025)

– Individual Service Strategy (ISS) Form (fillable)

– Priority Income Levels and LLSIL PY26

17-162 Rev 5

Incumbent Worker Training

– Employer Application & Budget (pdf)

– Employer Application & Budget (Word)

– Employer Invoice & Match Form (Excel)

– Employer Payroll Match Form (Word)

– Training Budget (Excel)

– Employer W-9 Form

– IWT Data Entry Instructions

17-160 Rev 6

Participant File Maintenance and Data Entry

– Adult/DW/EcSA/DWG Participant File Checklist

– Youth Participant File Checklist

17-158 Rev 3

Self-Sufficiency & Underemployed

17-157 Rev 4

Support Services & Needs-Based Payments

– Participant Financial Analysis (Fillable) NEW 3/2022

– Request for Support Form (Word)

– Request for Support Form (fillable PDF)

– Rental Assistance Invoice

– Participant Reimbursement Form

– Childcare Assistance Invoice

16-156 Rev 6

Youth Learning Incentives

– Monthly Performance Report & Incentive Payment (fillable PDF)

16-150 Rev 4

Adult Eligibility and Priority

– Adult Eligibility/Priority Verification Record NEW (5-2023)

– Priority Income Levels and LLSIL PY26

– WIOA Application

– Self-Attestation Form (Adult/DW fillable)

16-136 Rev 3

Youth Workbased Learning

14-124 Rev 2

Dislocated Worker Internship

14-123 Rev 1

Adult Work Experience/Internship

Work Maturity Evaluations for Adult/DW/Youth WEXs & Internships (MS Word):

Appearance

Completing Tasks

Interpersonal

Positive Attitude

Attendance & Punctuality

13-120 Rev 3

OJT Policy & Procedure

12-108 Rev 3

Selective Service Registration

11-97 Rev 1

ITA Tool Agreement/Request Form

ITA Tool Agreement/Request Form (Fillable PDF)

LOG 13-09 Rev 3

Customer Concern & Complaint Resolution

– Discrimination Complaint Form (English – Fillable)

– Discrimination Complaint Form (Spanish – Fillable)

– Program Complaint Form (English – Fillable)

– Program Complaint Form (Spanish – Fillable)

Number Title Effective Date

23-182

Political Activities & Disclosure Requirements

21-178

SkillSource Flexible Spending Plan

18-173 Rev 1

Dispute Resolution & Appeals Process

18-169

Accounts Receivable & Cash Receipts

16-155 Rev 2

Travel & Other Business-Related Expenses

– Travel & Business Related Expense Voucher (Excel) NEW 1/2026

-Washington state per diem rates (OFM)

16-153

Audit Resolution

16-152

Conflict of Interest

16-148

Cash Depositories & Bank Reconciliation

16-147 Rev 1

Cost Allocation

16-146

Property Management

16-145

Allowable Cost Policy

16-143 Rev 1

Cash Management & Interest

16-142 Rev 2

Fraud & Incident Reporting

-Fraud & Abuse Report Form

16-141 Rev 2

Procurement & Contracting

16-140 Rev 1

Records Retention & Public Access

16-139 Rev 1

Internal & Sub Recipient Monitoring

Adult/EcSA Participant File Monitoring Checklist

DW/NDWG Participant File Monitoring Checklist

Youth Participant File Monitoring Checklist

16-132

Expenditures and Cash Disbursements

14-128

Transfer of Funds

11-102 Rev 2

Personnel Guidelines & Procedures

08-81 Rev 1

Debt Collection

02-26

Education Assistance

02-23

Equal Opportunity & Non-Discrimination

Pre-ETS Resources

Informational Memos and Procedures