Amending the IWP

The Individual Work Plan (IWP) is considered a "living document." Goals or supports may change for the beneficiary once they begin to work toward financial independence. The IWP should be amended to reflect those changes. Any changes to the IWP must be made in agreement with the beneficiary.

Storing the IWP

Employment Networks should store or file IWPs in a secure location.

Retention of records are as follow:

  1. The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to this contract.
  2. The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years following unassignment of the ticket under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for no more than 1 year (unless directed otherwise by SSA) after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.
  3. As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

EN Expectations

EN expectations are provided in detail in the RFA Part III; Section 3. ENs are strongly encouraged to become familiar with the requirements of this section as it relates to the development of the IWP.