CalWORKs Policy - Department of Public Social Services

• Complete the Master Case Review Checklist to
review all eligibility areas cross referencing the
redetermination forms, the case record and
LEADER. Special focus should be placed on
“error” prone areas such as Income, Household
Composition and Shelter; and
• Complete follow up actions by updating LEADER
as soon as the requested/missing verifications are
received to prevent inappropriate benefit reductions
or discontinuances.
Can a participant reschedule a telephone
redetermination interview or come in for a face-to-face
interview instead?
Yes, participants are advised on the FS29 redetermination
appointment letter to call the number on the letter to
change the appointment if they are unable to attend at the
scheduled date and time or to change the appointment to
a face-to-face if they prefer to be interviewed in person.
Eligibility staff should accommodate these requests upon
contact from the participant.
Should the LEADER Statement of Facts (SOF) be
printed, when the SAWS 2 has been completed and
returned by the participant at redetermination?
No, the SOF should not be printed when a SAWS 2 has
been completed and received from the participant.
Duplicate application forms in the case record may result
in audit errors. When all screens in the RD queue have
been completed, the Data Collection Wrap Up screen
will open:
• A confirmation box will open asking “Case is in Redetermination
mode. Do you want to print SOF and
sign it?” Select the “No” button to command
LEADER not to print the SOF.
• However, you MUST insert a new Date Signed
using the date signed on the SAWS 2 (SOF)
returned by the participant; LEADER will
automatically update the Valid From date and
Report Date to today’s date and the date in the
Valid From date will be protected (cannot be
modified). In Signed Statement Of Facts field
enter “Y” for yes.
• Run SFU/EDBC. After EDBC has been completed,
the Eligibility Summary screen will open.
• Review the information on the Eligibility Summary
screen and if correct, select the Initiate Wrap-Up
button at the bottom of the screen. This will open
the Initiate Wrap-Up screen.