September Build

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For all September 2015 build projects, please visit TrainColorado.com for more information. Courses > CBMS Build Training > September 2015> CBMS/PEAK September 2015BuildProjectGuide

CBMS DHS Updates to LLC and S Corp Income Project 8539

LLCs and S-Corps LLCs and S-Corps are corporations. Their owners receive a paycheck from the company.

LLCs and S-Corps  For Food (FA) and Cash Assistance, owners of LLCs and S-Corps are considered employees. Their income is considered earned income wages, not self- employment  For Medical Assistance (MA) and the Marketplace, income from LLCs and S- Corps is considered self-employment income if the client is the owner

LLCs and S-Corps  This project will allow eligibility workers to data enter this income on one page in CBMS (Self-Employment)  It will also modify PEAK so that clients can input that their self-employment is from an LLC or S-Corps

LLCs and S-Corps

The “Yes/No" radio button will be defaulted to “No" for all current self- employment records that were created prior to this build. At the next RRR/PR/application, eligibility workers may need to modify these records so that the income counts properly for all HLPGs.

Quiz Question 1  A client is employed by an S-Corp. He does not own the company. He applies for Food and Medical Assistance on PEAK, and indicates that he has self-employment LLC S-Corp income. In CBMS, this goes into the Self Employed Income page with the S-Corp LLC radio button as “Yes.” Is this correct?

Quiz Question 2  A client applies in-person for MA and FA. She owns 40% of an LLC. Her eligibility worker data enters the income on the self-employment page in CBMS, and selects “Yes” for S-Corp LLC.

Quiz Question 3  A client submits an application for FA and MA. At the interview for FA, the Head of Household reports working for an LLC, and provides a self-employment ledger with business expenses. The eligibility worker asks the client if she owns the LLC and receives a check from it, and she confirms that that is the case.

CBMS FA Income Determination at RRR/PR Project 8545

Income at Intake for Food Assistance Project 4014 made it possible for eligibility to be determined using one pay stub regardless of frequency Project 7821, implemented in March, allows representative income from the current month and prior month to be averaged together when determining eligibility

Income at RRR/PR for Food Assistance  Project 8545 will update the RRR/PR process so that it is similar to the intake process  Earned income received 2 months prior or 1 month after the RRR/PR due date will be averaged and converted to determine eligibility

Quiz Question 1  A client has an RRR due date of 11/30/15. The following checks are provided:  10/9/15: Representative$  10/23/15: Not Representative$  11/6/15: Representative$  11/20/15: Estimated$110.00

Quiz Question 2  True or False:  If there are no checks provided within the two months before or one month after the RRR due date, EDBC will continue to use checks from the latest available month

Quiz Question 3  A client’s RRR is December 31 st, What months would be looked at when considering income (if pay stubs were provided for the RRR)?  November, December, and January  Just December  November and December  December and January

Create Interview Date of Expedited Food Assistance Project 8612

Purpose To align the Expedite Food Assistance (FA) process with Federal Regulations and to create the ability to assess interview processes.

Overview The “Food Assistance Interview” page will be added to Interactive Interview (II) If Expedite FA was initially pended through Application Initiation (AI) and cancelled or withdrawn, Expedite will not repopulate when EDBC is re-run. Unless it is with the first seven days.

What you need to know  Data fields for missed interviews that was contained within the “Case Information” page will be moved to the new “Food Assistance Interview” page  The process for sending the Notice of Missed Interview has not changed  EDBC will pend the Expedite FA and FA based on required fields not being completed on the new page

Visual take-away’s

Transitional FA to FA

The NOMI process is the same!

New Process for FA Trying to authorize FA?

Knowledge Check #1 Expedite FA will not pass if the “FA Interview Required” is not completed. True or False

Knowledge Check #2 Expedite FA will repopulate upon EBDC run. True or False

Knowledge Check #3 The FA Interview date should only be completed when the interview is conducted. True or False

Knowledge Check #4 Notice of Missed Interview (NOMI) has changed? True or False

Questions? Please contact: or

CBMS PEAK Application Updates for DHS Project 8570

Current Functionality  PEAK doesn’t allow CW/AF clients to submit with name, address and signature  Authorized Representatives in PEAK limited to only one person

After Build Functionality  CW/AF client submit application with only name, address and signature  FA client can add multiple authorized representatives  Help text and added verbiage to PEAK

CW/AF PEAK Changes

FA PEAK Changes

CBMS Changes

True or False? 1.A client applying through PEAK can submit the application with only Name and Signature?

True or False? 1.A CBMS user can add up to four individuals using Authorized Representative as the type?

True or False? 1.The check boxes on the Authorized Representative page will only be enabled if Food Assistance is Pending or Open?

Questions?

CBMS Add C4 users to the MA Site Case Data Change Exception Report – All Counties Project 8572

Current Functionality  MA Site or C4 users make MA changes that affect CDHS programs  FA eligibility workers unaware of changes  No review of the changes  Possible incorrect over/underpayment of benefits  CW and AF currently not on the report

After Build Functionality  Existing report will be modified  Include C4 users along with MA site users to the report  Add CW and AF programs to the report  Report will help counties research and identify changes

Navigating to the Report (COGNOS)  Update Reports folder in COGNOS  MA Site Case Data Change Exception Report  MA Site Case Data Change Exception Report - All Counties in the Mass

Questions?

On a scale of 1-10, how would you rate your current knowledge of the September CBMS Build projects?

For all September 2015 build projects, please visit TrainColorado.com for more information. Courses > CBMS Build Training > September 2015> CBMS/PEAK September 2015BuildProjectGuide