MEMORANDUM
2004 Memorandums
IM-58      06/09/04
SUBJECT:
CASE MANAGEMENT DESK REFERENCE REVISIONS
DISCUSSION:
The attached pages of the Case Management Desk Reference Guide have been updated on the Intranet to accommodate policy changes made on the following memorandums:
  • IM-083 - 07/03/02 Evaluation Process for the Extension of the 60-Month Lifetime Limit Due to a Hardship
  • IM-124 - 10/01/02 Allowable Work Activities (Components) For Two-Parent Household
  • IM-161 - 11/26/02 Contracts For Case Management: Temporary Assistance/Case Management Manual Revision #39
  • IM-26 - 02/19/03 New Exemptions From 60-Month Lifetime Temporary Assistance Limit
  • IM-81 - 07/02/03 Referral Process of Individuals to Division of Workforce Development (DWD)
  • IM-82 - 07/02/03 Notices Generated From Division of Workforce Development (DWD)
CHOICE OF BENEFITS pdf file
  • Removed - Under Temporary Assistance column:
    • and Medical Assistance for Families under Benefits
    • & Medical Support under Requirements
  • Removed - Under MC+ column:
    • Health Coverage for Uninsured Custodial Parent, Non-Custodial Parent and PFS.
    • Custodial Parent, and PFS.
    • Cumulative 24 months (Non-Custodial Parent).
  • Revised - Under MC+ column:
    • Mother 60 Days Post-Partum Following the Birth of the Child and if Uninsured, 1 year Extended Women’s Health Services (EWHS).
WORK FIRST NEW APPLICATION pdf file
  • Flow chart has been replaced with Determine Employment and Training Readiness at Application.
MINOR PARENT pdf file
  • New Teen Parent work requirement codes and definition of T and F added to flow chart
MINOR CHILD & MINOR PARENT pdf file
  • Added - Teen parent attending school is NOT subject to the 60-month Temporary Assistance lifetime limit. (Work Requirement Code T case managed by FSD)
  • Added - Teen parent NOT attending school BUT participating in another work activity s/he is subject to the 60-month lifetime limit no matter what their age. (Work Requirement Code F case managed by DWD)
  • Added - Teen parent NOT participating in any work activity is subject to the 60-month lifetime limit. Conciliation and sanctioning should be explored by DWD.
TWO PARENT HOUSEHOLD-FLOW pdf file
  • Two Parent Household flow chart has been revised to incorporate DWD case management.
WORK ACTIVITY PARTICIPATION EXEMPTIONS pdf file
  • Added - 05 Parent or caretaker that is needed in the home to care for an individual who has a physical or mental disability. (Not Ticking)
WORK ACTIVITY PARTICIPATION EXCLUSIONS pdf file
  • Removed - 3 Needed in the home to care for a disabled child, parent or adult household member
COMPONENTS pdf file
  • Removed - Column entitled Who’s Eligible and all references
  • Updated Recommended Time Frames and Comments for Vocational and Education Training (Component 04)
  • Removed - Comments for Unsubsidized Employment (Component 13)
  • 19 - Treatment/Support Activity
  • Removed - 21A Wage Supplementation (48 Months - Jackson County only)
ALLOWABLE WORK ACTIVITIES (COMPONENTS) - APPENDIX J
  • Appendix J - Allowable Work Activities (Components) has been made obsolete.
TRE pdf file
  • Removed:
    • Work First
    • Temporary Assistance Application Rejected
    • Sanctioned Individual
    • Welfare-to-Work
    • TM Back to Cash Application
WRE PROCESS pdf file
  • Removed:
    • Work First
    • Temporary Assistance Application Rejected
    • Sanctioned Individual
    • Welfare-to-Work
JCAS SCREEN pdf file
  • Added the following Codes under Case Management I (Indicator):
    • T - Teen Parent Attending School
    • F - Teen Parent Not Attending School
    • D - Mandatory referred to DWD
    • W - Volunteer referred to DWD
    • H - Extension due to Hardship
    • J - Referred to DWD During Extension
    • P - Pending Assessment
  • Revised the following Codes under Case Management P (Program):
    • 02 - Obsolete
    • 03 - Obsolete
JIND SCREEN pdf file
  • Added the following Work Requirement Indicator:
    • T - Teen Parent Attending School
    • F - Teen Parent Not Attending School
    • D - Mandatory referred to DWD
    • W - Volunteer referred to DWD
    • H - Extension due to Hardship
    • J - Referred to DWD During Extension
    • P - Pending Assessment
  • Added the following to Mandatory to Exempt:
    • Exemption 05 - Needed in Home to Care for Disabled Individual
    • Extension Reasons:
      • 20 - Domestic Violence
      • 21 - Substance Abuse
      • 22 - Mental Health
      • 23 - Team Conclusion
      • 24 - Active CS/IM
      • 25 - Family Crisis
      • 26 - Pending Review
JPAY SCREEN pdf file
  • Added to Status Codes:
    • L - Stop Payment Request
    • R - Replacement
    • PD - Paid Date (Around 5th of each month updated to verify checks cashed in the previous month.)
DIVISION OF WORKFORCE DEVELOPMENT
  • The following charts have been added to the Case Management Desk Reference Guide:
    • Temporary Assistance Application Referred to DWD, pdf file
    • Recipient Referred to DWD, pdf file
    • Interim Changes, pdf file and
    • Alerts From DWD. pdf file
POTENTIAL OF MEETING 60-MONTH LIFETIME LIMIT pdf file
  • Flow chart has been added to the Case Management Desk Reference Guide.
TEMPORARY ASSISTANCE CASELOAD LISTING pdf file
  • Instructions updated on how to read report.
CASE MANAGEMENT CODE SHEET - APPENDIX K pdf file
  • Refer to memorandum IM-148 Dated 11/07/03 Case Management Code Sheet/Appendix K.
NECESSARY ACTION:
  • Review this memorandum with appropriate staff.
  • Destroy outdated printed pages. Updates have been made on the Intranet.
CSW