Transcript Document

Closing Welfare Transition Cases
in the One Stop Service
Tracking (OSST) System
Agency for Workforce Innovation
Statewide Training
Spring 2005
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Topics of Discussion
• Reasons cases are closed in
the Welfare Transition
Program
• Appropriate time to close
cases
• Closure reasons to be
entered on the Case at a
Glance screen
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Reasons for Case Closure
• Child Support Enforcement (CSE) Sanctions
• Opting off
• Exemption
• Welfare Transition Sanction (Work Penalty)
• Unable to Determine Continued Eligibility
• Earned Income
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Child Support Enforcement (CSE)
Sanctions
• CSE closure To-Do received on a
mandatory Welfare Transition (WT)
case
Review case on the FLORIDA system
Participant is included in the
denominator of the participation rate
Attempt to engage the participant
until the eligibility end date
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Case at a Glance
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Closure
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Closure
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Opting Off of Temporary
Cash Assistance
• Participant “opts off” through the
Department of Children and Families (DCF)
Review the case in the FLORIDA System
Participant is included in the denominator of
the participation rate
Attempt to engage the participant until the
eligibility period ends
If the participant is non compliant, initiate
the penalty process
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Opting Off
• Terminate services, activities,
training, deferrals, jobs
• If the service, activity, training or
job does not have an Actual Start
Date, it does not have to be closed
 Do not enter an actual start date and
actual end date
 Enter an outcome of “Not Started”
• Initiate case closure
• Select “Assistance Cancelled” from
the closure reason drop down 9
Sanction is Subsequently Requested
• Closure alert is received on March 15,
2005; the participant has “opted off”
• The participant will receive cash through
April 2005
• The participant fails to comply April 1,
2005, and the penalty process is initiated
• On April 12, a sanction is requested
because the participant did not respond to
the 2290 or oral contact
• DCF does not respond to the sanction
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Case Closure Due to a
Subsequent Sanction Request
• The individual is required to participate in a
month of cash assistance receipt unless
exempt
• End the penalty request with “Sanction not
imposed” using the Eligibility End Date from
the To Do
• The case note should reflect the actions taken
• The case should be closed by selecting
“Assistance Cancelled” from the drop down on
the Case at a Glance page
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Status Change-Exemption
• Case Closure “To-Do” is received
when DCF determines the individual
meets an exemption
Close WT case immediately using the
Date Created on the To-Do
If participant is still receiving TCA
and chooses to participate DCF must
change the status on AGPI to “exempt
volunteer”
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OSST Case Closure Due to
Exemption
• Terminate the services, activities,
trainings, jobs and deferrals
 Use appropriate outcome
• If the service, activity, training or job
does not have an Actual Start Date, it
does not have to be closed
 Do not enter an actual start date and actual
end date
 Enter an outcome of “Not Started”
• Initiate case closure
• Case closure reason- “Became Exempt”
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Welfare Transition Sanction
(Work Penalty)
• Sanctions are requested by the RWB
provider and imposed by DCF
• Sanction and Case Closure To-Do’s will
be received when DCF actually imposes
the sanction
• Close case immediately in OSST using
the Date Created on the To-Do
• Select the “Sanctioned Level 1, 2 or
3” from the Closure Reason dropdown
on the Case at a Glance page
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Unable to Determine
Continued Eligibility (DCF)
• Case Closure To-Do received when DCF is
unable to determine continued eligibility
(no show for appointment, failure to
provide documentation, etc.)
 Review case in the FLORIDA System
 Participant is included in the denominator of
the participation rate
 Attempt to engage the participant until the
end of the eligibility period
 If the participant does not comply, initiate
the penalty process
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Case Closure Due to DCF’s Inability
to Determine Continued Eligibility
• Close all services, trainings,
activities, jobs and deferrals
 Select the appropriate outcome
• If the service, activity, training or
job does not have an Actual Start
Date, it does not have to be closed
 Do not enter an actual start date and
actual end date
 Enter an outcome of “Not Started”
• Initiate case closure in OSST
• Select “Assistance Cancelled” from
the Closure Reason dropdown on Case
at a Glance
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Case Closure Due to Earnings
• Case Closure To-Do received when
reported earned income to DCF
terminates the TCA
 Do not close OSST case at this time
 Participant is included in the denominator of the
participation rate calculation until the last day of the
last month of eligibility for cash assistance
 Review To-Do to determine appropriate closure date
 Set a Future To-Do to be reminded to close the case
in OSST or to change the OSST status to
transitional
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Case Closed Due to Earnings
• Engage the participant in a minimum of
30 hours per week
• Continue to update JPRs through the end of
their eligibility period
• Do not request a sanction for failure to
participate or provide requested
documentation after a Case Closure To-Do
has been received
• Participant may be eligible for transitional
services
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Case Closure Due to Earnings
• If the participant does not comply with program
requirements
 Terminate support services, trainings, activities, employment
and/or deferrals
 If the participant subsequently requests transitional services,
the case may be re-opened and the status changed to
transitional
 Case closure reason- “Employment”
• If the participant complies with program requirements
 Terminate support services, trainings, activities, and/or
deferrals (employment can remain open)
 Change participant status to “transitional”
 Provide and record transitional services
 Monitor progress
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Frequently Asked Question
• If employment has
been closed on the
Skill Development
screen, how do we
update the job if the
individual comes back
in for transitional
services?
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Great Question!
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Follow-up Information
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Another Question
• If a transitional individual loses
their original job and obtains a
new job, are we allowed to
enter the new job in OSST?
• Which employment should be
“tracked”?
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Subsequent Employment
• Yes, the new employment
should be entered in OSST
• End the previous employment
by entering an end date if not
already ended
• The “follow up” hyperlink is
associated with the job listed
on the Skill Development
page. Begin tracking the new
employment using the
appropriate job follow-up
hyperlink
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Changing the Case Status in
OSST
• The RWB provider receives a “Closure Alert” on March
17, 2005
• The case is closing due to employment, and the
participant will receive cash through April 2005
• The RWB provider continues to engage the participant
through April 2005, and the participant provides ongoing verification of employment
• The RWB provider must close all support services,
activities and trainings. The employment may remain
open
• The RWB must change the status of the case to
“transitional” and change all services to “transitional”
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once April 2005 has ended
Changing the Case Status in
OSST
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Changing the Case Status in
OSST
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Reminder: OSST Case Closure
• When a case is closed, all open
services, activities, trainings,
deferrals and employment must
be ended
• The OSST closure reason should
reflect the reason for closure in
FLORIDA
• The OSST closure date should
reflect the date the RWB
provider terminated the case
• Update Case Notes
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Summary
• Cases close for a variety of
reasons
• Always investigate the reason on
the FLORIDA system
• Engage the participant, if
appropriate
• Close the case
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