10-005 B.   OVERVIEW OF ELIGIBILITY STAFF RESPONSIBILITY

Table of Contents

The Overview of Eligibility Staff Responsibility section includes the following information:

 

 

Overview
 
 
 

Eligibility Staff play a major role in ensuring that CalWORKs recipients are referred timely and appropriately to the CalWORKs Welfare-to-Work (WTW) Program. They also make a crucial contribution toward helping recipients begin the process of attaining child care necessary to participate in WTW. 

 

General Eligibility Staff Activities
 
 
 
 
 

The following activities are performed by Eligibility Staff:

 

·         Diversion evaluation;

·         Issuance of diversion payment, if eligible;

·         Determination of cash aid eligibility for non-diverted CalWORKs applicants;

·         Creation of the electronic eligibility case;

·         Evaluation of recipient requests and other information to determine if a WTW exemption is appropriate.

 

Evaluation Conducted at CalWORKs Intake
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Top

Human Service Specialists conduct an evaluation of resources and referrals (includes alternatives to cash assistance and social services) applicants may need during the CalWORKs intake. Resources and referrals evaluated may include:

 

·         Alcohol and Drug Services (ADS) for a self-identified substance abuse problem;

·         Child Care Services;

·         County Mental Health (CMH) for a self-identified mental health problem;

·         Domestic Violence shelters/support groups for self-identified issues;

·         Unemployment Insurance Benefits (UIB), State Disability Insurance (SDI), Social Security Benefits/Income (SSA/SSI), State Supplemental Income (SSI), Workman’s Compensation Benefits;

·         Emergency Food Assistance Programs;

·         Emergency Shelter;

·         Employment Development Department (EDD);

·         Legal Aid;

·         Medi-Cal only;

·         Lump sum diversion evaluation.

 

Eligibility Staff Evaluation of Mandatory WTW Referral
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Eligibility Staff are required to refer all non-exempt adults who receive CalWORKs assistance, including full-time employed parents/caretakers and both employable parents in a two-parent Assistance Unit (AU), to WTW. 

 

The WTW referral is initiated by taking the following steps:

 

Step

Action

1

Completing the Collect Employability Detail window during Intake.

2

Running exemptions on the Display Employment Services Exemption Results window during Wrap-Up.

3

Completing case assignment on the Manage Case Assignment window for the WTW case to be assigned to the appropriate Employment Services site (based on zip code).

 

Reference: How To #220 - Refer CalWORKs Recipient to WTW Employment Services located on the CalWIN Intranet.

 

 

Eligibility Staff shall make WTW referrals after:

 

·       CalWORKs is approved;

·       An adult is added to the CalWORKs AU;

·       A previously exempt CalWORKs recipient loses their exemption.

 

Note: These actions generate the Alert, “Orientation Needed for “WTW,” on the Display Alert Summary window in CalWIN.

 

Eligibility Staff Evaluation for Voluntary WTW Referral
 
 
 
 
 
 

The County of San Diego permits exempt CalWORKs recipients to volunteer and participate in the WTW program.

 

Since many recipients are exempt due to incapacity or being needed to care for others, it is County policy that a risk evaluation be conducted.  It is necessary to determine that any authorized volunteer activities are consistent with medical documentation and the obligation to care for others.   

 

An individual, with a medical exemption that completely exempts participation in WTW is required to provide an Authorization for Release of Medical Information (CW61), completed by a doctor, indicating the number of hours they are able to participate in WTW activities. 

 

Compliance procedures and sanctions do not apply to voluntary participants.

 

Employment Services Registration Status
 
 
 
 
 
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Employment Services Registration Status must be entered in CalWIN to indicate mandatory and volunteer WTW Participation. 

 

Eligibility Staff shall enter the appropriate Employment Services Registration Status on the Maintain Employment Services Participation window for all non-exempt, exempt, and exempt volunteer participants. 

 

Reference: How To #237 - Entering Exempt Volunteer Employment Services Registration Status located on the CalWIN Intranet.

 

 

Mandatory Case Assignment (except Refugees)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Recipients (except Refugees) shall be referred to the appropriate Employment Services Site based on zip codes located within each region. 

 

The following provides general information about case assignment for participants (except Refugees): 

 

If a…

Then …

recipient moves to a zip code area outside of the current region,

case assignment must be completed before the CalWORKs case is transferred to the new region.

recipient’s WTW status changes from mandatory to exempt,

the Employment Services Registration Status must be changed from ‘Registered’ to ‘Exempt’ on the Maintain Employment Services Participation Window.

 

Reference: How To #237 - Entering Exempt Volunteer Employment Services Registration Status on the CalWIN Intranet.      

recipient’s WTW status changes from exempt to mandatory,

the Employment Services Registration Status must be changed from ‘Exempt’ to ‘Registered’ on the Maintain Employment Services Participation Window.

 

Reference: How To #237 - Entering Exempt Volunteer Employment Services Registration Status on the CalWIN Intranet.               

case is re-opened without a break in aid,

the Employment Services Registration Status must be changed from ‘Closed’ to ‘Registered’ on the Maintain Employment Services Participation Window.

 

 

   

Mandatory Case Assignment for Refugee Participants
 
 
 
 
 
 

Refugees with less than 5 years in the United States shall be assigned to the appropriate Refugee provider (as indicated below) based on zip code. 

 

Time-expired refugees (5 + years in the United States) are to be assigned to the appropriate non-refugee provider based on zip code.

 

Eligibility Staff shall make Refugee referrals after:

 

·         CalWORKs is approved;

·         An adult is added to the CalWORKs AU;

·         A previously exempt CalWORKs recipient loses their exemption.

 

Mandatory Case Assignment for Cal-Learn

All pregnant and parenting teens who are under the age of 19 shall be required to participate in the Cal-Learn program.

 

15-000 C. Cal-Learn Program Eligibility & Participation Requirements

 

Eligibility Staff are required to make Cal-Learn referrals after:

  • CalWORKs is approved;
  • An adult is added to the CalWORKs AU;
  • A previously exempt CalWORKs recipient loses their exemption.

 

Eligibility staff are required to refer all Cal-Learn teens to the Cal-Learn provider.

 

Note: The Cal-Learn Provider scheduling and closed caseload numbers are the same for all regions:

 

  • PT00, Cal-Learn Scheduling Caseload;
  • PTXX, Cal-Learn Closed Caseload.

 

Employment Services Regional Zip Codes
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Top

Eligibility and Employment Services Staff are required to complete case assignment based on the following regional zip code list.

 

REGION & PROVIDER

CASELOAD NUMBER

ADDRESS

REGIONAL ZIP CODES

Region 1

North

ResCare

·      3E00 - WTW Scheduling Caseload

·      39XX - WTW Closed Caseload

·      3E91 - WTW Sanction Caseload

·      3EX0 - ABX44 Temporary Exemption Caseload

·      9350 - Refugee Scheduling Caseload

·      93XX - Refugee Closed Caseload

·      93EX - ABX44 Temporary Exemption Caseload - Refugee

·      PT00 - Cal-Learn Scheduling Caseload

·      PTXX - Cal-Learn Closed Caseload

·      Y300 - Child Care Scheduling Caseload

·      Y3XX - Child Care Closed Caseload

463 N. Midway Drive

Suite #100A

Escondido, CA

92027

760-871-1900

Mail Stop: N88

92003

92004

92025

92026

92027

92028

92029

92030

92036

92059

92060

92061

92064

92065

92066

92069

92070

92074

92078

92079

92081

92082

92086

92127

92128

92129

92198

92199

 

 

·      4N00 - WTW Scheduling Caseload

·      49XX - WTW Closed Caseload

·      4N91 - WTW Sanction Caseload

·      4EX0 - ABX44 Temporary Exemption Caseload

·      9450 - Refugee Scheduling Caseload

·      94X9 - Refugee Closed Caseload

·      94EX - ABX44 Temporary Exemption Caseload - Refugee

·      PT00 - Cal-Learn Scheduling Caseload

·      PTXX - Cal-Learn Closed Caseload

·      Y400 - Child Care Scheduling Caseload

·      Y4XX - Child Care Closed Caseload

1310 Union Plaza Court

Suite #200

Oceanside, CA

92054

760-696-9600

Mail Stop: N105

92007

92008

92009

92014

92018

92023

92024

92049

92051

92052

92054

92055

92056

92057

92058

92067

92068

92075

92083

92084

92085

92010

92011

 

 

 

Region 2

Central

ResCare         

·      5C00 - WTW Scheduling Caseload

·      59XX - WTW Closed Caseload

·      5C91 - WTW Sanction Caseload

·      5EX0 - ABX44 Temporary Exemption Caseload

·      9550 - Refugee Scheduling Caseload

·      95XX - Refugee Closed Caseload

·      95EX - ABX44 Temporary Exemption Caseload - Refugee

·      PT00 - Cal-Learn Scheduling Caseload

·      PTXX - Cal-Learn Closed Caseload

·      Y500 - Child Care Scheduling Caseload

·      Y5XX - Child Care Closed Caseload

 

 

 

 

1750 5th Avenue

San Diego, CA

92101

619-321-1800

Mail Stop:  W98

92037

92038

92092

92106

92107

92108

92109

92110

92111

92117

92119

92120

92121

92122

92123

92124

92126

92130

92131

92137

92142

92145

92159

92161

92166

92167

92168

92169

92177

92192

92196

92104

92105

92115

92116

92164

92165

92175

92176

92195

92101

92102

92103

92112

92113

92114

92134

92136

92138

92139

92163

92170

92174

92179

 

Region 3

East

PCG         

 

·      7A00 - WTW Scheduling Caseload

·      79XX - WTW Closed Caseload

·      7C91 - WTW Sanction Caseload

·      7EX0 - ABX44 Temporary Exemption Caseload

·      9730 - Refugee Scheduling Caseload

·      97XX - Refugee Closed Caseload

·      97EX - ABX44 Temporary Exemption Caseload - Refugee

·      PT00 - Cal-Learn Scheduling Caseload

·      PTXX - Cal-Learn Closed Caseload

·      Y700 - Child Care Scheduling Caseload

·      Y7XX - Child Care Closed Caseload

 

 

133 West Main Street

Second Floor

El Cajon, CA 92020

619-270-4000

Mail Stop: W454

91901

91903

91905

91906

91916

91917

91931

91934

91935

91941

91942

91943

91944

91945

91946

91948

91962

91963

91976

91977

91978

91979

91980

92019

92020

92021

92022

92040

92071

92072

92091

92149

 

 

 

Region 4

South

PCG       

·        6P00 - WTW Scheduling Caseload

·        6PXX - WTW Closed Caseload

·        6C91 - WTW Sanction Caseload

·        6EX0 - ABX44 Temporary Exemption Caseload

·        PT00 - Cal-Learn Scheduling Caseload

·        PTXX - Cal-Learn Closed Caseload

·        Y600 - Child Care Scheduling Caseload

·        Y6XX - Child Care Closed Caseload

·       9630 - Refugee Scheduling Caseload

·       96XX - Refugee Closed Caseload

·       96EX - ABX44 Temporary Exemption Caseload - Refugee

690 Oxford Street

Chula Vista, 91911

619-270-4100

Mail Stop: W297

91902

91908

91909

91910

91911

91912

91913

91914

91915

91932

91933

91947

91950

91951

92013

92118

92135

92143

92147

92153

92154

92155

92173

92178

 

Note: Refugee cases shall be referred to the East Region’s Refugee Scheduling Caseload for the East or to the South Region’s Refugee Scheduling Caseload for the South.

 

Regional Case Assignment
 
 
 
 
 
 

It is the responsibility of both eligibility and employment services staff to ensure that WTW, Child Care and Cal-Learn cases are assigned to the correct region.  Employment Services staff include staff from WTW, Child Care and Cal-Learn programs.

 

Case Assignment shall be entered by the HSS for all non-refugee and refugee participants. 

 

Employment Services staff shall ensure the correct case assignment has been made to their region and communicate with Eligibility Staff to make system updates if needed. 

  

Previously Exempt Recipients
 
 
 

Recipients previously exempt from WTW shall not receive an orientation by eligibility staff prior to attending their WTW orientation/appraisal with the Employment Case Manager (ECM). 

 

When a recipient loses their exemption from WTW, the HSS shall do the following:

 

Step

Action

1

Notify the recipient either by phone or mail of their responsibility to participate in WTW and verbally deliver the childcare message (see Eligibility Staff Child Care Actions); notification by phone and verbal deliver of the CC message must be documented in Case Comments.

2

If the recipient meets the criteria for receiving child care assistance, send the CalWORKs Stage One Child Care Request Form and Payment Rules (CCP 7) to the recipient. 

3

Advise the recipient to return the above forms to ECM at their first WTW appraisal appointment.

4

Refer the participant to WTW by completing case assignment based on regional zip code.  Refer to How To #220 - Refer CalWORKs Recipient to WTW Employment Services on the CalWIN Intranet for the WTW referral process.

 

 

 

 

Childcare Eligibility Criteria
 
 
 
 
 
 
 
 
 
 
 
 
Top

CalWORKs recipients referred to WTW are entitled to childcare assistance if they have children meeting the following criteria:

 

·         Under age 13; or

·         Between the ages of 14 and 21, with a physician’s statement indicating they are physically or mentally incapable of caring for themselves; or

·         Receiving SSI/SSP; or

·         Under verified court supervision as a dependent child of the juvenile court or Child Protective Services, or at risk of needing Child Protective Services; or

·         Under 18 and disabled.

 

Refer to CalWORKs Program Guide (CPG) Section 10-010 Q. Child Care Eligibility for complete instruction regarding eligibility requirements for CalWORKs Stage 1 Child Care.

 

Eligibility Staff Actions Related to Child Care
 
 
 
 

During the Eligibility Intake Interview, the HSS shall deliver the “Child Care Message” below to the applicant: 

 

·         Obtaining quality & affordable childcare is the responsibility of the applicant/recipient.

·         Lack of quality childcare can be a barrier to participation in WTW and impede progress towards self-sufficiency through employment.

·         Child Care staff can assist to secure payments for childcare needed while recipient is participating in the WTW program and transitioning from dependency to self-sufficiency. 

 

The HSS shall also obtain from the recipient a completed and signed CalWORKs Stage One Child Care Request Form and Payment Rules (CCP7).  A copy shall be sent to the ECM if a WTW case is activated. 

 

Refer to CPG Sections 10-010-I. Intake Staff Actions and 10-010-J. Granted Staff Actions for complete instructions regarding Intake and Granted eligibility requirements related to CalWORKs Stage 1 Child Care.

 

Non-CalWORKs families and Diversion Families that have been off CalWORKs for less than two years and need subsidized child care shall be referred to the appropriate Alternative Payment Providers for their region by completing a Stage 2/Stage 3 Childcare Referral Form (27-310). 

 

Non-CalWORKs families and Diversion Families that have not received CalWORKs in the past two years and families that are ineligible to CalWORKs and Diversion and need childcare assistance shall be referred to the Centralized Eligibility List for California Alternative Payment Program (CAPP) child care benefits (800-521-0560).