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CalWORKs Policy Handbook - Department of Human Services ...

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County <strong>of</strong> San Bernardino <strong>Human</strong> <strong>Services</strong><br />

INTERIM INSTRUCTION NOTICE #13-005<br />

JANUARY 24, 2013<br />

SUBJECT: Annual Reporting/Child Only (AR/CO) <strong>CalWORKs</strong> Cases – Phase 2<br />

DISTRIBUTION: <strong>CalWORKs</strong>, CalFresh FILE: <strong>CalWORKs</strong>: In Front <strong>of</strong> <strong>Handbook</strong>.<br />

CalFresh: In Front <strong>of</strong> <strong>Handbook</strong><br />

REFERENCE: ACL 12-49<br />

OBSOLETE: When Information is Added<br />

to <strong>Handbook</strong>.<br />

Overview C-IV will release SCR 45912 – Implementation <strong>of</strong> Annual Reporting Child<br />

Only (AR/CO) Cases – Phase 2 on 1/28/13 to add functionality for<br />

automation <strong>of</strong> the AR/CO policy. This SCR will:<br />

Add the validation “Cannot run [Program] EDBC with [Run Reason] run<br />

reason” to the Run EDBC page when the:<br />

– QR 7 or QR 7/RE run reasons are selected for a month in which the<br />

<strong>CalWORKs</strong> program is Annual Reporting (AR) with a reporting reason<br />

<strong>of</strong> Child Only, and<br />

– QR 7, QR 7/RE, Elect regular/QR 7 or Elect Regular/QR 7/RE run<br />

reasons are selected for a month in which the CalFresh program is<br />

Change Reporting (CR),<br />

Update Notices <strong>of</strong> Action (NOAs) to include <strong>CalWORKs</strong> AR budget<br />

information,<br />

Add No Change NOAs for <strong>CalWORKs</strong> AR and CalFresh,<br />

Add the following forms to the template repository:<br />

– AR 2 – Reporting Changes For <strong>CalWORKs</strong> and CalFresh,<br />

– AR 3 – Mid-year Status Report For <strong>CalWORKs</strong> and CalFresh, and<br />

– NA 1239 AR – Notice <strong>of</strong> Action (Continued) Annual Reporting Budget,<br />

Skip benefits when the <strong>CalWORKs</strong> AR Re-Evaluation (RE) is not<br />

complete, and<br />

Allow <strong>CalWORKs</strong> mid-period changes to adjust grant amounts.<br />

The AR Income Reporting Threshold (IRT) will not be implemented in C-IV<br />

with the release <strong>of</strong> SCR 45912. The IRT will be implemented at a later date.<br />

The <strong>CalWORKs</strong> AR Notices <strong>of</strong> Action (NOAs) will not include the IRT<br />

amounts until the IRT functionality has been automated in C-IV. Eligibility<br />

Workers (EWs) will continue to send the AR 2 - Reporting Changes for<br />

<strong>CalWORKs</strong> and CalFresh to notify the customer <strong>of</strong> his/her IRT.<br />

Continued on next page<br />

IIN #13-005 (01/13) DM:KA:deg PAGE 1 OF 3

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