Event - External
Third Party
Participant Case File Maintenance: A Q&A with Federal Project Officers
| -
About
This event featured Federal Project Officers (FPOs) Almendra Garcia and Brie Burleson sharing their perspectives on the why, how, and what of participant case files, including:
- best practices for participant case file management
- what they look for in the case files during a monitoring visit
- common challenges and issues they have seen in the past
Moderator
Chris Herzog
Principal TA Consultant
AIR
Presenter(s)
Brie Burleson
Federal Project Officer
U.S. Department of Labor, Employment and Training Administration
Almendra Garcia
Federal Project Officer
U.S. Department of Labor, Employment and Training Administration
Federal Project Officer
U.S. Department of Labor, Employment and Training Administration
Almendra Garcia
Federal Project Officer
U.S. Department of Labor, Employment and Training Administration
Accurate and detailed participant case files are a key component to an effective grant program. They also play an important role in performance reporting and during monitoring visits. In this session, two experienced FPOs shared a brief overview of the monitoring process, case file best practices, and common findings or challenges related to participant case files.
This session included a presentation on best practices and an opportunity for grantees to ask questions.
Resources
- Participant Case File Maintenance Event Recording
- Participant Case File Maintenance Event Transcript
- Participant Case File Maintenance Slide Deck
- Core Monitoring Guide
- TEGL 23-19, Change 3: Guidance for Validating Required Performance Data Submitted by Grant Recipients of U.S. Department of Labor (DOL) Workforce Programs
- TEGL 39-11:Guidance on the Handling and Protection of Personally Identifiable Information (PII)
- Policy Checklist
Materials
Frequently Asked Questions
Third Party events are not managed, delivered, or supported by WorkforceGPS. They may be hosted by external organizations or by WorkforceGPS Communities using external platforms. These events are shared to highlight relevant information for the workforce system.
A link to the external registration page (if applicable) is accessible when selecting the "+ Register" option.
Contact information is typically included on the event page. If missing, visit the host organization's site or registration link for support options.
We do not provide access to recordings or materials unless the external organization makes them publicly available and provides a link.
Comments
Content Details
Topics:
Target Populations:
Programs:
Geographic Locations:
Industry Sectors:
- Last Updated:
- Created:
- Posted by: Tessa St. John
- Posted in: Nursing Expansion Grant