CalWORKs Policy Handbook - Department of Human Services ...

Reporting Requirements, Continued
Mandatory
mid-year
reports:
Change
Reporting (CR)
Voluntary
mid-year
reports
In accordance with CalFresh CR rules, AR/CO cases also receiving CalFresh
benefits must report the following changes:
Increase or decrease in earned income of $100 or more.
Increase or decrease of unearned income of $50 or more. (Exception:
CalWORKs, General Relief and/or Social Security Cost of Living
Adjustments (COLAs)).
Household composition, such as someone moves into or out of the home.
Address changes and resulting changes in shelter expense.
Amount of child support payments made to a non-household member,
and/or a change in the legal obligation to pay child support.
Additionally, CR customers must report when any household member is a:
Fleeing felon, and/or
Drug felon (convicted of a drug-related felony after August 22, 1996 for
manufacturing, sale or distribution of a controlled substance(s).
Customers may voluntarily report, verbally or in writing, any changes which
may increase their CalWORKs grant or CalFresh benefits. If a decrease in
income is reported mid-year, EWs must redetermine the benefit amount for
the current month and any remaining months in the RE/RC period, and
increase benefits for the current and subsequent months, if applicable.
Voluntary reports that result in a decrease in benefits are not acted on midyear
in CalWORKs; however all reported changes must be acted on in
CalFresh.
Example 1: AR/CO case has an RE/RC due in April 2013. The customer
reports a decrease in earned income on December 28, 2012, and provides
verification of the decrease. The EW will redetermine the benefit amount for
the current month (December) and the remaining months in the CalWORKs
RE period and the CalFresh six-month RC period.
Example 2: AR/CO case has an RE/RC due in August 2013. On August 3,
2013, the customer reports a decrease in earned income and provides
verification of the decrease. The EW would use this information to
redetermine the grant for August and issue a supplement, if appropriate. The
decreased income would also be used to determine the benefit amount for the
next CalWORKs RE period and the CalFresh six-month RC period.
Example 3: AR/CO case has an RE/RC due in November 2013. In April
2013, the customer reports a $40 increase in earned income. The new
income amount is not over the IRT. The EW will take no action on the
CalWORKs case because this is a voluntary mid-year report; however, the
EW must issue a No-Change NOA. For CalFresh, the change must be acted
on as per CR rules.
Note: See the “Interface Between CalWORKs AR/CO and CalFresh Cases”
section of this IIN for processing CalFresh changes in C-IV.
Continued on next page
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