Subp. 2.
Case record
elements.
Case records must include the following
information:
A. personal
identification data, including the individual's legal name, Social Security
number, legal status, date of birth, residential status and address, and, if
applicable, the name and contact information of the individual's legal
representative;
B. documentation of
eligibility for extended employment, including:
(1) independent source documentation of the
individual's diagnosed disability by a qualified professional; and
(2) documentation identifying the
individual's specific significant functional limitations to employment by one
of the following:
(a) a disability examiner,
employed by the department's Disability Determination Services, or other state
department that evaluates claims for disability benefits using Social Security
Administration guidelines to determine the significant functional limitations
to employment of individuals;
(b) a
vocational rehabilitation professional, employed by a state department or
county unit, who is authorized by the government unit to determine the
significant functional limitations to employment of individuals; or
(c) an extended employment provider, as
provided in the intake paperwork;
C. pay statements from the individual's
payroll agent demonstrating:
(1) start and
end dates of the pay period;
(2)
hours worked during the pay period;
(3) hours of paid leave used in the pay
period;
(4) amount of gross wages
paid in the pay period;
(5) payroll
agent of record; and
(6) the
individual's and the employer's contribution to the individual's federal Social
Security program;
D. the
date the individual was referred to the extended employment provider for
extended employment services, the referral source, and the name and contact
information of the person who made the referral;
E. employment data, including contact
information for supervisors, job duties, work schedules, rate of pay, benefits,
start dates, and termination dates;
F. the current extended employment support
plan updated annually; and
G. the
ongoing employment support services provided to the individual including, at a
minimum, the date and services provided to the individual by the provider
during the two in-person meetings per month.
Subp. 3.
WIOA, section
511.
If an individual's employment requires an annual WIOA, section
511, career counseling session, then the case record must include documentation
of that session.
