Download Data Entry Instructions for WIA/TAA Dual Enrollment

Data Entry Instructions for Trade Adjustment Act (TAA), North
American Free Trade Act (NAFTA), and Workforce Investment
Act (WIA)/TAA Dual Enrollment
1. Trade Adjustment Act (TAA), North American Free Trade Act (NAFTA), and
Workforce Investment Act (WIA)/TAA Dual enrolled customers are to be
registered in OSMIS as Dislocated Workers.
2. Complete all required fields on the Contact Details and Demographics pages
for Dislocated Workers as well as the additional steps below.
3. At the “Customer Registration - Program Details” page, click “add” under
Concurrent Participation. See below.
4. Select Trade Adjustment Act or NAFTA-TAA as appropriate and enter a
start date. Then click on Save. See Below.
Note: You can enter a start date before the WIA Application and Program
Registration Dates.

Continue with selecting WIA Dislocated Worker and click next (note:
selecting WIA as the program does not necessarily count this
customer as a Dislocated Worker counting in local performance).
5. Continue by selecting WIA Dislocated Worker, Unit and Case Manager and
click next. See below.
6. Complete all required fields of WIA Registration page. At Employment
Information under WIA Registration, enter the Petition # and the
employer’s name. See below.
7. Complete the remaining required or optional fields as appropriate on the page
and save.
8. Complete Eligibility Document List verifying eligibility for the appropriate
programs (DW, TAA, NAFTA). Determine if customer is eligible and click
Save.
9. When assigning activities it is imperative that the correct funding source
be tied to each activity.
Your options are:
a) Select Dislocated Worker to fund the activity with formula DW $ only.
See below. (Note: any activity using local Dislocated Worker funds
will count the participant in local Dislocated Worker performance)
OR
b.) Do not select a funding source from the Funding Code/Program Code
box, but select the appropriate assigned Special Project Code for TAA,
NAFTA, or NEG to fund the activity. (Note: selecting a special
project code for all activities and support services (core,
intensive, training etc.) excludes the participant from local
performance). See Below.
The available special project codes are (00KY TAA – for TAA, 00KZ NAFTA –
for NAFTA, and 00MA TRADE NEG FL 05 – for NEG). For additional special
project codes using multiple funding sources for a single activity please contact:
Linda Knowles at 850-245-7426.
Remember to record these customers as Dislocated Workers with the
changes above. Follow all applicable rules for Dislocated Workers.
For participants enrolled prior to this instruction, please go back and add
the concurrent participation information, petition # and previous employer,
and Special Project Funding code in OSMIS as it applies (You can enter the
data/dates in prior lockdown quarters).
After completion of Registration, the case manager must print the program
registration page and the case summary page. Both the customer and
regional AWI lead person must sign and date the printout. These
documents will be used as the bona fide application for Trade Program
services. A copy of the signed registration and case summary page must
then be sent to:
Carol Booth
Trade Adjustment Assistance
107 East Madison Street
Tallahassee, Fl 32399
Any additional assistance can be requested from Dehryl McCall at 850-245-7402.