let’s rock it together! · • presentation title • month #, 2017 • margaret schultze, vdss...

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Presentation Title Month #, 2017 Margaret Schultze, VDSS Commissioner Let’s Rock It Together! Virginia Department of Social Services Spring 2019 BPRO Conference

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Page 1: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

Let’s Rock It Together!Virginia Department of Social Services

Spring 2019 BPRO Conference

Page 2: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

2 In this workshop, the EWs and ESWs will come

together for a fun interactive session that will reinforce the importance of collaboration, communication and follow-up. You will witness a live demonstration of VaCMS entries based on each worker’s role, and how each impacts on one another. Let’s enhance our skills and knowledge together as “We All” work together to advance our customers towards self-sufficiency.

Objective

Page 3: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

3Eligibility Worker

1. Complete the processing of an intake application for One Love and her 1 year old daughter Baby Love

2. Change the type of assistance from TANF to TANF/VIEW after One Love signs her APR

3. Enter non-compliance details

4. Perform a case transfer

Volunteers

Page 4: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

4Employment Service Worker

1. Access the ESP queue, assign One Love to their individual caseload and perform an initial assessment

2. Enter non-compliance details

3. Perform a case transfer

Volunteers

Page 5: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

5 On 04/16/2019, One Love applied for TANF for

herself and her one year old daughter Baby Love. She and Baby live in the home of her grandparents. However, she has been approved for Section 8 and plans to move in the next month. The father of Baby Love lost his life in a motorcycle accident when she was just 6 months old. As he was the provider for she and Baby, One Love has not had any income since. One Love has her GED, but limited work experience.

Scenario 1 - EW

Page 6: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

61. Is One Love required to participate in the VIEW

program?

2. How can you determine the Work Participation status of One Love in the VaCMS?

3. What actions should you take if the incorrect Work Participation Status displays?

Scenario 1 Questions - EW

Page 7: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

7 On May 30, 2019, One Love attended her initial

assessment appointment with her ESW. She signed her VIEW Agreement of Personal Responsibility and is excited about participating in the VIEW Program. She is eager to find employment so she can support herself and her daughter.

Your turn ESW

Scenario 1 – ESW

Page 8: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

8 After the ESW enters the initial assessment details for

One Love, the following occurs:1. A task and reminder is generated to the EW informing him to

run eligibility as the APR has been signed

2. The EW must initiate a change/closure and navigate to the Program Request – Clients screen to verify the population of the APR details from Screening and Assessment – Details screen in the ESP module

3. Run eligibility and the TOA of assistance will change to TANF/VIEW

4. Certify and authorize the results

Your Turn EW

Scenario 1 – EW Part II

Page 9: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

9 One Love Failed to complete her Job Search

assignment and was referred for a VIEW Sanction.

Your Turn ESW

Scenario 2 – ESW

Page 10: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

101. How are you informing the EW about the client’s

sanction level since this information is missing the ESP module of VaCMS?

Scenario 2 Question – ESW

Page 11: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

11 The EW will receive a task and reminder to alert them that the

individual has been referred for sanction/termination

The EW must initiate a change/closure

The EW must proceed to the Non-Compliance Details screen and complete the “Sanction Information” for the individual

The EW must select Save and Continue and proceed to run eligibility

Your Turn EW

Scenario 2 – EW

Page 12: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

12 The Participation Status for the sanctioned individual will change

to “Countable” when Sanction Information is entered on the Non-Compliance Details screen. VaCMS will not consider the individual’s needs when determining income eligibility for the household.

The individual is still allowed the VIEW enhanced earned income disregards when employed and in a sanction. Since the sanctioned individual’s needs are not considered when determining income eligibility, VaCMS may produce a “Closed” result in error. The EW must perform a manual calculation including the sanctioned individual’s needs to determine if the HH still meets the income eligibility criteria.

Scenario 2 – EW, continued

Page 13: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

13 If the HH does not meet the income eligibility criteria after

performing a manual calculation as described above, the EW must close the case. If the HH meets the income eligibility criteria after performing a manual calculation as described above, but VaCMS has determined the case ineligible, the EW must override the closed status to approved. The EW will suspend the case on the certification and authorization screen, and document the Case Narrative - Details screen outlining their actions.

Scenario 2 – EW, continued

Page 14: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

14The ESW must increment the 24-month

clock each month that the case is open and in a suspended status due to a VIEW sanction.

Your Turn ESW

Scenario 2 – ESW Part II

Page 15: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

15 One Love called her EW and reported that she and

Baby have moved to: 306 Cedar Road

Chesapeake, VA 23322

Your Turn EW

Scenario 3 - EW

Page 16: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

16Transferring Agency Responsibility

• The transferring agency must complete a desk review to assure the correctness of the next payment as the transferring locality is responsible for the accuracy of this payment. The desk review entails reflecting all changes known or reported prior to the recipient's move which affect eligibility or payment and any changes occurring as a result of the recipient's move. As part of the review, the EW will verify the accuracy of the VIEW 24-month clock and the Federal 60-month clock and correct the clocks if they are inaccurate. The desk review also entails making sure that any other follow-up or special reviews have been completed. If the case is overdue for review, the transferring locality does not have to complete a renewal prior to transferring the case.

Scenario 3 – EW, continued

Page 17: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

17Local social services agencies may not transfer TANF cases in the following instances:

• The case has a suspension status due to temporary ineligibility for any reason (one month).

• The TANF application is pending. The original agency must process the application. The agency must secure sufficient information to process the application unless the applicant elects to withdraw the application.

Scenario 3 – EW, continued

Page 18: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

18• Cases that have been sanctioned for non-compliance with a

VIEW requirement must be transferred, including cases that have been reopened so that payments can be issued during an appeal of the sanction.

• The transferring agency must send the recipient a Notice of Transfer providing notice that their case has been transferred and listing the name, address, and telephone number for the receiving agency. If any changes during the desk review result in ineligibility or a decrease in the payment, procedures with respect to the Advance Notice of Proposed Action are applicable.

Scenario 3 – EW, continued

Page 19: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

19• The transferring locality will specify on the Case Record Transfer Form

that the month following the month in which they send the form and case record to the new locality is the last month for which they will make payment. If the TANF case was receiving SNAP benefits, the transferring locality must note the impact of the transfer on the SNAP case on the Case Record Transfer form. If the case is open to services, the transferring locality will immediately notify the service worker of the client's move and new address, and upon completion of the Case Record Transfer Form, will forward a copy to the service worker. Verification of changes which could not be made for the next payment, due to the advance notice requirements, will be included in the case record and will also be specifically noted on the Case Record Transfer Form under additional remarks. The receiving locality will take the necessary action to make the change(s) and send the Advance Notice of Proposed Action immediately.

Scenario 3 – EW, continued

Page 20: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

20• Payment adjustments necessary to conform with the standard of

assistance in effect in the locality to which the recipient has moved must be made effective for the month following the recipient's move. If the adjustment results in a decrease or termination of assistance, timely notice must be given to the client. It is the responsibility of the transferring locality to give timely notice.

Scenario 3 – EW, continued

Page 21: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

21 The EW performed a case transfer for the eligibility

record.

The ESW received a Task and Reminder informing him of the locality change.

Your Turn ESW

Scenario 3 - ESW

Page 22: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

221000.25 TRANSFERS

• The ESW will transfer within five working days from the date of notification, the entire VIEW record

of TANF or TANF-UP participant who moves from one locality to another.

• Open VIEW cases should not be closed prior to transferring.

• Whenever possible, the benefit and the VIEW record should be transferred together.

• All service supplements should be updated and closed prior to case transfer.

• When a VIEW case with no earned income and not in sanction transfers to another agency, the

VIEW clock stops. The ESW must complete an assessment prior to re-starting the clock. The

reassessment must be completed within 2 weeks of the receipt of the transfer in case. The

receiving agency is responsible for adjusting the clock.

• When a case with earnings, or one which is in sanction, transfers to another agency, the 24-month

clock continues, to advance.

• The 60-month clock continues to advance.

Scenario 3 - ESW

Page 23: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

23Thank You

Page 24: Let’s Rock It Together! · • Presentation Title • Month #, 2017 • Margaret Schultze, VDSS Commissioner 8 After the ESW enters the initial assessment details for One Love,

• Presentation Title

• Month #, 2017

• Margaret Schultze, VDSS Commissioner

24

Monique Majeus

Sr. Economic and Employment

Consultant, TANF/VIEW

[email protected]

804-726-7940

Contact Information