Table of Contents - | Wisconsin Department of Children … · Web viewEnsure Rhonda is coded as not having legal custody of Linda Program Requests W-2 only is requested Does not receive

Eligibility for FEPsTrainer Guide

Eligibility for FEPs Trainer Guide

Table of ContentsCARES/CWW ENTRY ACTIVITIES......................................................................................3Email Guidelines.......................................................................................................................................... 3

Copy and paste to e-mail:....................................................................................................................... 3Subject Lines - Choose one:................................................................................................................... 3Feedback - for each case, choose one of the following:.........................................................................3

Case Checklist............................................................................................................................................. 4Beth........................................................................................................................................................ 4Linda....................................................................................................................................................... 5Julie........................................................................................................................................................ 7Gina........................................................................................................................................................ 9

Trouble Shooting....................................................................................................................................... 11

QUIA ACTIVITIES..............................................................................................................11W-2 Non-Financial Eligibility...................................................................................................................... 11W-2 Financial Eligibility.............................................................................................................................. 13Evaluating Eligibility................................................................................................................................... 14FEP Observations...................................................................................................................................... 16W-2 Eligibility for FEPs Quiz...................................................................................................................... 16

NEXT STEPS....................................................................................................................16Email Text.................................................................................................................................................. 17

Eligibility/Case Management................................................................................................................17Eligibility Only....................................................................................................................................... 17

DCF/DFES/Partner Training Team 2 05/16/17 S:…//Curriculum/New_Worker_Training/Monitoring/Eligibility_for_FEPs_Trainer_Guide_051617


CARES/CWW Entry ActivitiesEmail GuidelinesCopy and paste to e-mail:In this section we are reviewing Application Entry entries to ensure you have correctly entered and confirmed all cases.

Subject Lines - Choose one: Application Entry (case name(s) if applicable, if all cases submitted together then

this is not needed) – COMPLETE Application Entry (case name(s) if applicable, if all cases submitted together then

this is not needed) – 1st REVIEW (or 2nd, etc.)

Feedback - for each case, choose one of the following: Application Entry complete. You correctly entered all pages as instructed, entered

comments, ran eligibility and confirmed. Use the format above to list the Page Title and error.

o Examples: Unearned Income – The unearned income for Paul is not entered correctly. Be sure to follow the instructions in the Application Entry Guide step-by-step to correct.Up Front Activities Page – You need to enter your worker ID. Comments – be sure to enter comments using the Dropdown for comment type rather than using General for all comments.

Run eligibility and confirm after you have made your changes.

Additional comments as needed if additional errors are made. Also add something that the worker did well.



Case ChecklistEligibility Only:Refer back to Up-Front Processes Trainer Guide for Client Registration Check List.

BethCase SummaryHousehold Members Case Members Beth (26) and Alex (2)

o Verification code for all dates of birth is instructed to be BC-birth certificateo NQ is the default. Per W-2 Policy, this must be changed and verified.

SSN verification is C for completed the requirements of providing the SSNo they are not required to provide or show a SSN card unless there is a match

and additional verification is needed when the case goes through clearance and cross match with SSA

Household Relationships Alex is Beth’s son

o BC can also verify household relationships (Trainees have BC for Household Members, so they can use it for Household Relationships.)

Beth has legal custody of Alex

Program Requests W-2 only is requested Does not receive a housing subsidy

General Case Information Beth has resided in WI all her life

Permanent Demographics All US citizens, birth certificate (BC) for verification Other fields entered appropriately

Current Demographics Correct ID verification

o DR for Beth, SW for Alex All reside in WI and intend to Reside in WI

o Needs to be verified for Primary Person only All cooperating with SSN Marital Status



o Beth is single/not married Not migrant workers, not aliens All have Independent living arrangement (type is code 01)

School EnrollmentWould have needed to navigate to this page. Beth is not in school and completed the 10th grade

Individual Non-Financial Beth was never married and Carl is the absent parent of Alex

o Carl is referred to IV-D and Beth is cooperating

Asset Information Beth has no assets and no income

Expenses Expenses are not listed for anyone

Up Front Job Search Requirements Beth had Up Front job search requirements and met them

Eligibility Determination Passing

Confirmation Confirmed

Comments Appropriate comments should be entered.

o Comment type “Intake” o Should include that Up-Front activities were assigned as a condition of

eligibilityo Explanation of any verification documentation if needed

LindaHousehold Members Case Members Linda (22), John (4) Sally (3 weeks), Rhonda (49)

o Verification code for all dates of birth is instructed to be BC-birth certificate SSN verification is C for completed the requirements of providing the SSN-they are

not required to provide or show a SSN card unless there is a match and additional verification is needed when the case goes through clearance and cross match with SSA



Household relationships John is Linda’s son, Sally is Linda’s daughter, Rhonda is Linda’s mother

o BC would also verify household relationshipso NQ is acceptable unless the worker questions the relationships

Linda has legal custody of John and Sally Ensure Rhonda is coded as not having legal custody of Linda


General Case Information Linda has NOT resided in WI all her life

o Was a previous resident; moved to Minnesota 2 years ago and moved back 6 months ago

Linda has an alternate mailing address


Current Demographics ID verification PH for Linda, SW for both children, DR for Rhonda All reside in WI and intend to Reside in WI All cooperating with SSN Marital Status

o Linda is divorcedo Rhonda is divorced

Not migrant workers, not aliens All have Independent living arrangement (type is code 01)

School EnrollmentWould have needed to navigate to this page. Linda is not in school and completed the 11th grade Rhonda is not in school has HSD John (may need page) is not in school

Individual Non-Financial Linda is divorced and Ronald is the absent parent of John and Sally

o Ronald is referred to IV-D and Linda is cooperatingo Paternity is established for Johno Paternity has not yet been established for Sally



Asset Information Linda has a savings account worth $350, not used for EFT Linda has a car (2005 Ford Taurus) valued at $3000


Up Front job search Requirements Linda did not have Up Front job search requirements



Comments Appropriate comments are entered

o Comment type “Intake”o Should include that Linda was not assigned Up-Front activitieso Explanation of any verification documentation if needed

JulieHousehold members Case Members Julie (26), Paul (9) Peter (2)

o Verification code for all dates of birth is instructed to be BC-birth certificate SSN verification is C for completed the requirements of providing the SSN

o They are not required to provide or show a SSN card unless there is a match and additional verification is needed when the case goes through clearance and cross match with SSA

Household relationships Paul and Peter are Julie’s sons

o BC would also verify household relationshipso NQ is acceptable unless the worker questions the relationships

Julie has legal custody of Paul and Peter


General Case Information Julie has resided in WI all her life




Current Demographics ID verification DR for Julie, SW for both children All reside in WI and intend to Reside in WI All cooperating with SSN Marital Status

o Julie is divorced No migrant workers, no aliens All have Independent living arrangement (type is code 01)

Benefits Received/School Enrollment Paul receives SSI

o SC is the verification code they are instructed to use. School enrollment

o Julie is not enrolled and completed the 9th gradeo Paul is enrolled full time in elementary school and complete the 3rd or 4th

grade. Verification of school enrollment for children ages 6-17 is required by

W-2 policy Paul is a student in good standing

Individual Non-Financial Julie is divorced and Rod is the absent parent of Paul and Peter

o Rod is referred to IV-D and Julie is cooperating

Asset Information Julie has a checking account with a balance of $230, not used for EFT

Unearned Income Julie gets Child Support of $460 per month

o Paul $230 and Peter $230 (type is CSCC) Paul receives Federal and State SSI

o $623 per month in Federal SSI (type is SI)o $83.78 per month from the state (type is SSIS)


Up Front job search Requirements Julie did not have Up Front job search requirements




o First time run eligibility should be pending for asset verification



o Comment type “Intake”o Should include that Julie was not assigned Up-Front activities

GinaHousehold members Case Members Gina (31), Tim (30), Trevor (12)

o Verification code for all dates of birth is instructed to be BC-birth certificate SSN verification is C for completed the requirements of providing the SSN

o They are not required to provide or show a SSN card unless there is a match and additional verification is needed when the case goes through clearance and cross match with SSA

Household relationships Trevor is Gina and Tim’s son

o BC would also verify household relationshipso NQ is acceptable if the worker does not question the relationships

Gina and Tim have both have legal custody of Trevor


General Case Information Gina has resided in WI all her life


Individual Demographics All reside in WI and intend to Reside in WI All cooperating with SSN Marital Status

o Gina and Tim are married No migrant workers, no aliensDCF/DFES/Partner Training Team 9 05/16/17 S:…//Curriculum/New_Worker_Training/Monitoring/Eligibility_for_FEPs_Trainer_Guide_051617


All have Independent living arrangement (type is code 01)

School Enrollment Gina is not enrolled and completed a 1 year certificate Tim is not enrolled and completed the 11th grade Trevor is enrolled full time in middle school and completed the 6th or 7th grade. .

o Verification of school enrollment for children ages 6-17 is required by W-2 policy

o Trevor is a student in good standing

Individual Non-Financial Gina and Tim are married

o No Absent Parent Page needed

Asset Information Gina and Tim have a joint account with a balance of $67, not used for EFT

o Should be entered under both names Gina has a savings account worth $690 in Trevor’s name

Earned Income Gina has earned income of 6 hours per week at $7 per hour

o The total should be $180.60 ($7 X 6 hours X 4.3)

Unearned Income Tim gets $98 per week in unemployment

o The total should be $421.40


Up Front job search Requirements Had Up Front job search requirements and did not meet them.

Eligibility Determination Fail due to not completed Pre-Eligibility Requirements.



o Comment type “Intake”o Should include detailed explanation that Gina and Tim were assigned up front

activities and why case was denied



Trouble Shooting Common non-financial failure reasons: W-2/CC - W-2 Up Front page not completed with a begin date that aligns with

program request (RFA date); worker ID/ office number not entered; if the worker ID doesn’t work with the office number 5518 try 5018.

Household relationships not completed or not verifiedo Usually if they have a birth certificate to verify date of birth this will also

provide verification for relations of parent/ child, siblings, grand parents Verifications not complete on case information page

Common financial failure reasons Lack of verification for assets Lack of verification for income both earned and unearned

Other trouble shooting ideas: If the case is showing that the first month of when the W-2 request (CR) was

processed is not passing and the case is still in intake mode check the following:o Compare the date/begin month on Up Front requirements page and the W-2

Program request page The program request month needs to match with the begin month on

the Up Front page Case is in Intake mode and pending – run eligibility and confirm.

Quia ActivitiesW-2 Non-Financial Eligibility WonderingJob Seeker: I heard something from a friend of mine about W-2 and Child Support. Now, I do get $800 per month from my kids’ other parent every month. If I get W-2, do I lose that? I also get FoodShare and Medicaid. Can I still get those with W-2?

Worker: Being eligible for W-2 would not change your Medicaid, but if you receive a W-2 cash payment it might reduce your monthly FS benefits. Let’s talk a little more about the Child Support…

What does the worker need to explain to Wondering about her Child Support payments and W-2? Discuss W-2 Pass Through policy for W-2 Cash Payment cases (refer to Ops Memo 10-30). W-2 participant will receive 75% of his/her Child Support payments.



Keeping Anger in CheckCustomer: What in blue blazes is going on down there? Why can’t my daughter – she’s 17 years old, a mom with a baby – why can’t she get any of that W-2 money?

Worker: Pause…… Your daughter is a minor and we cannot give her a cash payment.What else can the worker tell Keeping Anger in Check about W-2 eligibility and services?

The minor parent (under age 18, male or female) is eligible to meet with the FEP regardless of meeting any living arrangement criteria, non-financial or financial criteria through the CMM placement. She may be eligible for Job Access Loan if she is within 2 months of age 18. No cash payment for minor parent until age 18. However, W-2 case management services with FEP can focus on what minor can do in the future, educational and training options, transportation, and child care assistance. Perhaps meeting with a FEP is the right balance the parent needs to assist minor in becoming self-sufficient and not becoming financially dependent on parent. FEP could explore resources that parents are not familiar with such as housing options for the minor parent and his or her child.

ConcernedJob Seeker: I’m thinking I need that job through W-2 – where I’d get paid, remember? –then child care for our two kids, too. The kids don’t like staying home with their other parent, s/he’s too strict with them. Does my partner really have to deal with child support for his/her other two kids? The ex left town 4 years ago and s/he hasn’t been seen since.

Worker: I would like you to meet with both of you to discuss how the decision to cooperate with the child support agency will affect your case eligibility.

What should the worker review with Concerned and his/her partner?

The worker should explain that Concerned’s partner and his/her children are included in the W-2 group. In order to be eligible for a W-2 employment position, an applicant and any other parent in the W-2 group must fully cooperate with the local Child Support Agency in: identifying or locating the absent parent of the dependent children; and obtaining support payments or any other payments or property to which the applicant/participant and the dependent children have rights. The worker should also inform Concerned and his/her partner that once eligibility for W-2 is determined, cooperation must continue in order for the participant to maintain eligibility. The worker should also explain that to be eligible for child care, both parents would need to participant in W-2 activities.



W-2 Financial EligibilityKnowin’ I’m Eligible!Knowin, a W-2 applicant with 3 minor children, receives unemployment compensation of $75 every week and child support of $100 on the 1st and 15th of every month. The applicant wants a W-2 employment position and believes her income is within the 115% gross income limit to get a W-2 employment position. One child receives $437.12 per month Supplemental Security Income (SSI). No other type of income is anticipated in the application month or future months.

Issues To Consider: Prospective budgeting estimates entered in CARES can affect several programs

differently, because of the differences in policy between programs. In this case scenario, Knowin’s child support and child’s SSI is not budgeted for the W-2 or Child Care programs.

Knowin’s other unearned income is prospectively budgeted for W-2. Budgeting unearned income is just as important as budgeting earned income. The conversion formulas are similar.

Document the verification on appropriate CWW pages. She still must meet the non-financial and financial eligibility criteria to receive W-2

case management services.

Prospective Income Calculations:The $75 UC is received on a weekly basis. Multiply the $75 by 4.3 as follows:$75.wk x 4.3 = $322.50 per month. This conversion takes into consideration that there will be extra paycheck months throughout the year.

The $437.12 SSI is already converted to a monthly amount.

The $100 child support is received on a semi-monthly basis. Multiply the average semi-weekly child support by 2 as follows:$100 x 2 = $200 per month.

Income estimates entered into CARES would be as follows:$322.50 – UC$437.12 – SSI$200.00 - CS$959.62 - per month total income entered in CARES

In Knowin’s W-2 case, CARES will prospectively budget $322.50 because child support income and the child’s SSI are not counted per policy in the W-2 program.



A Case In PointMs. Point is applying for W-2. At her interview, she states that she has applied for and will be getting unemployment compensation. She has not received a notification letter yet.

Ms. Point’s income is uncertain. What do you need to consider?

Points to Consider: It is uncertain that Ms. Point will receive the UC income. The date she will receive it

is largely uncertain because she has not yet received an official notice. You would verify her receipt of UC when she reports it to you or when you receive an alert for Data Exchange. Do not count the income now.

Unpredictable IncomeUnpredictable is at his W-2 intake interview on September 17th. He brought his last four paychecks with him to the interview and his employer pays him weekly. His last four checks are verified in the amounts of $187.00, $160.00, $195.00 and $168.00. The total income of these four checks is $710. For fluctuating income, you may use the income received during the last 30 days as the income that is and will be available to the W-2 group during the certification period.

Use the 4.3 conversion factor because Unpredictable is paid weekly. Converting to a prospective monthly amount would be as follows:

$187 + $160 +$195 + $168 = $710 divided by 4 checks = $177.50 x 4.3 = $763.25

Evaluating Eligibility Household Members Karina (age 28) and her son Joshua (age 7), Tom (age 32) and his son Caleb (age 5), Karina’s sister Kendall (age 24).

Tom and Karina are married.

Non-Financial InformationTom was working but quit his job 2 months ago because when he was hired he was told he would be working 30 hours per week. When he started he was, but he quit because in the last few weeks he had only been getting 15 hours per week.

Karina had a job offer last month but the day she was supposed to call the employer back about when she would start work, Joshua fell off the monkey bars at school and she forgot. She didn’t follow up with the employer.



Both Karina and Tom participated in up-front job search but completed only about half of their assigned activities. Karina lost Joshua’s Social Security card but Tom does have one for Caleb. She does not know the number and she has applied for a new one from the Social Security Administration. Karina provided a utility bill mailed to their address to verify residence. All other non-financial eligibility criteria has been met unless otherwise specified above.

Financial Information Kendall pays $200 per month for room and board. This was verified through oral report from Tom, Karina, and Kendall.

Caleb’s mother pays $100 per week in Child Support. Joshua’s father does not pay any child support but is ordered to. Joshua receives $541 per month in SSI. This was all verified through award letters and data exchange.

Tom and Karina have a car worth $4000 that her parents gave to them. They also have a car worth $9000 but they owe $2000 on it. This was all verified through the NADA Blue Book and loan statements. Tom and Karina have a joint checking account with $150 in it and a savings account with $200 in it. This has been verified with bank statements.

Caleb has about 12 savings bonds (I Bonds) with a face value of $25 each. His grandfather gives them for holidays and special occasions such as birthdays, etc.

Who is included in the W-2 Group? Tom, Karina, Joshua, Caleb.

What is the W-2 Category for this group (Custodial Parent, Pregnant Woman, Non-Custodial Parent, Minor Parent)?Custodial Parent

Does this group meet non-financial eligibility? Why or why not? This group meets all non-discretionary non-financial eligibility criteria (applied or provided SSN, residency, etc.). However. The FEP must make and document a discretionary decision on Tom’s job quit, Karina’s not accepting a bona fide job offer, and their completion of only half of their up-front activities.

List all disregarded income for the W-2 Group. Child Support and Joshua’s SSI

List all counted income for the W-2 Group. $200 rent received.



List all countable assets and the amounts for the W-2 Group. $1000 in vehicle equity, $150 checking account, $200 savings account, $300 in savings bonds. Total is approximately $1650 so they are below the asset limit.

List all disregarded assets and the amounts for the W-2 Group. $10000 in vehicle equity.

Is this group eligible for W-2? Explain your answer. This could be either Yes or No, based on response to non-financial eligibility. They are income and asset eligible.

FEP Observations Provide feedback to new worker. Answers may vary

o Ensure they are appropriate based on the training material and the intent of the eligibility appointment

W-2 Eligibility for FEPs Quiz Review the scores/questions missed and provide appropriate feedback. If it’s a low

score make some recommendations for things to review.o A passing score is 80% or above.

Copy the ATL on your responses.

Next Steps1. Request the correct curriculum based on job function/curriculum assigned.

a. Eligibility/Case Managementi. Request: Placement and Ongoing Processes

b. Eligibility Onlyi. Request: W-2 NWT Completion (Eligibility Only)

2. Contact e-mail to prep for next curriculuma. See “E-mail Text” belowb. Include:

i. Statusii. What to expect in the next series of course.iii. A reminder to follow the Guide step by stepiv. A reminder to submit case numbers once eligibility is determined.



Email TextEligibility/Case ManagementAfter Eligibility and before Placement and Ongoing Processes Subject Line: Next Steps: Placement and Ongoing ProcessesYou have completed appropriate eligibility determination on all your cases. You are being assigned the W-2 Placement and Ongoing Processes curriculum. You will be working with your cases to determine appropriate placement, document your decision, and assign and document initial W-2 activities.

This is a more advanced New Worker Training course that requires attention to detail and intense concentration on W-2 processes. You are provided the information; it is up to you to use that information to update your cases.

You should work through each component thoroughly before moving forward. This will require you to work on multiple cases simultaneously. Pay close attention to all instructions and activities. This course is all about processes, so each piece is a step-by-step process within itself. Remember what you learned in Intro to CM - Assessment, Planning, Connecting with Resources, Follow Up, Recording. It's a constant process of looking at what's going on with the case, reviewing the changes, making decisions about next steps, recording everything, and then following up all of it. It's a process of putting all the pieces together both on the case and in your mind.

After you have completed your entries in CARES, submit your PINs to the Partner Training Team for review. If you have any questions or have any problems, contact PTT at [email protected].

Eligibility OnlyBefore CompletionSubject Line: Next Steps: CompletionYou’re on the final stretch! One more curriculum is needed to wrap up any loose ends and complete Initial TANF/W-2 New Worker Training. The TANF/W-2 NWT Completion course is related specifically to your job function. You will be disenrolling and/or closing your cases as appropriate. You will complete a final assessment and score a minimum of 80%. And lastly, you will request your New Worker Training Certificate of Completion. Receipt of this Certificate shows that you have completed all required courses and components related to TANF/W-2 New Worker Training.


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Documents

Table of Contents - | Wisconsin Department of Children … · Web viewEnsure Rhonda is coded as not having legal custody of Linda Program Requests W-2 only is requested Does not receive