1. Bexar County Econmoic and Community Development Department
Department of Community development DIRECT CLIENT SERVICES DIVISION January 23, 2015
2/15/2019
Bexar County Econmoic and Community Development Department

2. Bexar County Econmoic and Community Development Department
Memorandum of Understanding (MOU) Agencies will receive allocated funds for client utility assistance
2/15/2019
Bexar County Econmoic and Community Development Department

3. MOU addition from last year . . . .
We have added the following: “Will report instances of fraud, waste and abuse to Bexar County at (210) and/or the Inspector General’s Office at (877)
2/15/2019
Bexar County Econmoic and Community Development Department

4. Comprehensive Energy Assistance Programs (CEAP)
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Bexar County Econmoic and Community Development Department

5. Bexar County Econmoic and Community Development Department
New application!!!!!!!!
We’ve improved our application!
Easier to read
Easier to understand
Easier to complete
IT’S JUST EASIER!!!!!!!
2/15/2019
Bexar County Econmoic and Community Development Department

6. Bexar County Econmoic and Community Development Department
Things to look out for
ENTER EVERY HOUSEHOLD MEMBER WITH THEIR SOCIAL SECURITY NUMBER, AND DATE OF BIRTH
ENTER WHAT THE CLIENT HAS LISTED FOR THEIR ETHNICITY
ENTER THE CLIENTS ANSWERS FOR DISABILITY - YES OR NO
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Bexar County Econmoic and Community Development Department

7. CEAP PROGRAMS PRIORITY POPULATION
ELDERLY (60+)
DISABLED
INDIVIDUALS
HOUSEHOLDS WITH CHILDREN YEARS OF AGE OR YOUNGER
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Bexar County Econmoic and Community Development Department

8. NEW INCOME POVERTY LEVEL!
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Bexar County Econmoic and Community Development Department

9. CEAP PROGRAM Requirements
Follow our checklist I. Completed application II. Save form III. documentation
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Bexar County Econmoic and Community Development Department

10. Bexar County Econmoic and Community Development Department
MOU CHECKLIST
COMPLETE OUR CHECKLIST SCAN YOUR CHECKLIST WITH YOUR DOCUMENTS IN THE ORDER LISTED
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Bexar County Econmoic and Community Development Department

11. Bexar County Econmoic and Community Development Department
Signature Pages
CLIENT
SIGNS
HERE
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Bexar County Econmoic and Community Development Department

12. TRIVIA QUESTION IS A SOCIAL SECURITY CARD PROOF OF CITIZENSHIP????
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Bexar County Econmoic and Community Development Department

13. Bexar County Econmoic and Community Development Department
THE ANSWER IS . . .
NO!
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Bexar County Econmoic and Community Development Department

14. CEAP PROGRAM Requirements – Citizenship
Bexar County is required to verify citizenship using the Systematic Alien Verification for Entitlement (SAVE) Program.
Documentation needed with their application:
Current U.S. Passport
Certificate of U.S. Citizenship
Form N-560 or N-561
Certificate of Naturalization
Form N-550 or N-570
2/15/2019
Bexar County Econmoic and Community Development Department

15. CEAP PROGRAM Requirements – Citizenship
The following will be accepted with a government-issued photo identification such as a driver’s license, state issued ID Card or Military ID Card:
U.S. public birth record (birth certificate)
Certification of Report of Birth (DS-1350)
U.S. Citizen ID Card (I-97 or I-179)
Current Texas Voter ID
(see SAVE Flyer for a listing of acceptable documents)
2/15/2019
Bexar County Econmoic and Community Development Department

16. CEAP PROGRAM Requirements – Citizenship
Question 1:
Are you a U.S. CITIZEN?
“YES” Go to #4 Read, Sign & Date
“NO” Go to # 2
Question 2: Are you a legal resident?
“YES” Go to #3 then #4
#3 Check residency status as a: ___
#4 Read, Sign and Date
2/15/2019
Bexar County Econmoic and Community Development Department

17. CEAP PROGRAM Requirements – Citizenship
Applicants answering “NO” to both questions are not eligible for CEAP services. A denial letter will be sent explaining their rights to appeal. *NOTE* This may change
2/15/2019
Bexar County Econmoic and Community Development Department

18. Is this form completed correctly?
ANSWERS:
1. Yes
2. Yes
3. Lawful Permanent
Resident
Signed and dated
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Bexar County Econmoic and Community Development Department

19. Bexar County Econmoic and Community Development Department
Answer
No A new Form is needed.
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Bexar County Econmoic and Community Development Department

20. Bexar County Econmoic and Community Development Department
CEAP PROGRAM
Income
Clients must provide Proof of Income for all household members 18 years of age or older
2/15/2019
Bexar County Econmoic and Community Development Department

21. Bexar County Econmoic and Community Development Department
2017 Social Security Award . . .
Increase for 2017!
Letter mailed to beneficiary stating the increase for 2017.
2/15/2019
Bexar County Econmoic and Community Development Department

22. Proof of Income – Benefit Letters
Child Support
Must show weekly/ biweekly / monthly payment dates
Unemployment Benefits
Must show weekly payment dates
Temporary Aid to Needy Families (TANF)
Must show recent Award Letter or
(SNAP Letter)
2/15/2019
Bexar County Econmoic and Community Development Department

23. Income Requirement Dates
Income is calculated 30 days from date customer signs the application. Collect documentation of all income received within the past 30 days. Signed application on 01/04/2017 Documentation needed from: 12/05/16 to 01/03/2017
2/15/2019
Bexar County Econmoic and Community Development Department

24. How many checks do I collect?
Weekly up to 5 check stubs
Bi-weekly up to 3 check stubs
Semi-monthly 2 check stubs
Monthly 1 check stub
Get the check stub BEFORE and
the one AFTER the dates listed
on your form if you can!
2/15/2019
Bexar County Econmoic and Community Development Department

25. CHANGE WITH DATA ENTRY ON PORTAL!!!
It no longer is necessary to
enter your clients income on
the web portal!!!
List type of income,
frequency then enter “1.00”
Example:
SSDI Monthly enter “1.00” once
Wages – Semi-monthly enter “1.00” twice
THIS WILL MAKE IT EASIER FOR YOU!!!!!
2/15/2019
Bexar County Econmoic and Community Development Department

26. Employment Verification Form (EV) form
Applicants who cannot present their check stubs, just started employment, or just terminated employment are required to have an Employee Verification (EV) Form completed by their employer documenting their gross income.
The person completing this form must sign, date and include their phone number.
What happens if the employer doesn’t want to complete this form ?
We’ll talk about this in a few minutes !
2/15/2019
Bexar County Econmoic and Community Development Department

27. Declaration of Income Statement (DIS) Form
For a household member 18 years of age and older a DIS Form is to be submitted with an application if the adult:
Is without income
Just started working and was without income for a brief period within those 30 days
Was terminated and is without income for a brief period within those 30 days
** If the employer refuses to complete an EV Form, it is acceptable to use a DIS Form, JUST document the reason for using it.
2/15/2019
Bexar County Econmoic and Community Development Department

28. Declaration of Income Statement
GOOD NEWS!!!!!!!!
Declaration of Income Statement
* New as of Jan * DIS is not required to be notarized. The Applicant CAN complete the DIS form on behalf of the unemployed household member(s) THEN SIGN!!!
2/15/2019
Bexar County Econmoic and Community Development Department

29. Other reasons to use a DIS Form
There are serious extenuating circumstances that justify the use of this form such as applicants that are:
Affected by natural disaster which prevents the applicant from obtaining income documentation,
Flee a home due to physical abuse,
Unable to locate income documentation of a recently deceased spouse
Include the crisis situation on the DIS Form.
2/15/2019
Bexar County Econmoic and Community Development Department

30. Bexar County Econmoic and Community Development Department
Calculating Income
Bexar County Intake Workers AVERAGE all income being considered. Annual income is based upon how the client is paid:
Weekly (average) $ x 52 = $ Annual Income
Bi-weekly (average) $ x 26 = $ Annual Income
Bi-monthly (average) $ x 24 = $ Annual Income
Monthly $ x 12 = $ Annual Income
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Bexar County Econmoic and Community Development Department

31. Bexar County Econmoic and Community Development Department
INCOME ELIGIBLE!
Maximum benefit amount is determined by income received in the home
Tier 3 ( % poverty level) $1,000
Tier 2 ( % poverty level) $1,100
Tier 1 ( % poverty level) $1,200
This does not mean they will receive this entire amount, it all depends on their billing history.
Please don’t share their benefit amount . . .
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Bexar County Econmoic and Community Development Department

32. Bexar County Econmoic and Community Development Department
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Bexar County Econmoic and Community Development Department

33. Bexar County Econmoic and Community Development Department
CEAP PROGRAMS
UTILITY ASSISTANCE PROGRAM (UAP)
8 Month Program – Highest Consumption Months
Elderly
Disabled
Households with children 5 and younger
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Bexar County Econmoic and Community Development Department

34. Bexar County Econmoic and Community Development Department
CEAP PROGRAMS
UTILITY ASSISTANCE PROGRAM (UAP)
6 Month Program – Highest Consumption Months
Income Eligible
No Priority
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Bexar County Econmoic and Community Development Department

35. No Utility History
TDHCA has approved our submission of an ALTERNATIVE BILLING METHOD
A set amount will be paid during their participation in our program
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Bexar County Econmoic and Community Development Department

36. Bexar County Econmoic and Community Development Department
How to access services
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Bexar County Econmoic and Community Development Department

37. Bexar County Econmoic and Community Development Department
Website Access
An MOU Agency will be given an Agency Code and logon password.
Data is entered on the client being referred. If successful, you will receive an Agency ID #
Upon submission, scanned client documents are to be ed to with a courtesy copy sent to We will reply to your .
Applications take 15 days to process – Our goal is to meet this!
2/15/2019
Bexar County Econmoic and Community Development Department

38. How to get our attention . . .
Notation needed if client is disconnected or received a “pink notice” from CPS Energy. On SUBJECT LINE.
Web ID Number: DISCONNECTED: CLIENT’S NAME (J. DOE)
Web ID Number: PINK NOTICE: CLIENT’S NAME (J. DOE)
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Bexar County Econmoic and Community Development Department

39. When do we start your case???
Upon receiving your application with scanned documents – ed or hand delivered
NOTE – the processing of your application is delayed if your documents are not scanned in the order of your completed checklist.
Applications missing required documents will be DENIED regardless if they are on a DISCONNECTION status.
Once your application is ACCEPTED, documentation is merged, then scheduled on the next available appointment slot.
For a disconnected client, their application is scheduled immediately if received before 1:00 p.m.
If received after 1:00 p.m., the application is scheduled the following business day.
2/15/2019
Bexar County Econmoic and Community Development Department

40. Bexar County Econmoic and Community Development Department
MOU Agency Reports
Each Monday, Bexar County provides status of agency applications via an Agency Detail Report. The first page of the report details individual agency allocations, increases/decreases, expended pledges and current balance of funds.
2/15/2019
Bexar County Econmoic and Community Development Department

41. Bexar County Econmoic and Community Development Department
MOU Agency Reports
Each page will list data pertaining to your client, such as:
Client Enrollment Status: certified, denied, accepted, declined, delayed, etc.
Agency Submit ID
Bexar County Case ID
Amount of Program Assistance
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Bexar County Econmoic and Community Development Department

42. Bexar County Econmoic and Community Development Department
MOU Agency Reports
A Client Enrollment Status Description is located on the last page of each MOU Agency Report.
Frequently generated descriptions:
Accepted – Online application has been accepted
Delayed – Client was mailed a delay notice
Denied – Client was denied assistance
Certified – Assistance awarded to client (amount listed on report)
2/15/2019
Bexar County Econmoic and Community Development Department

43. Bexar County Econmoic and Community Development Department
Clients being denied assistance due to being over-income will not be eligible for an appeal hearing. Upon their request, their application will be reviewed by a second staff member to audit income calculations. If an error was made by Bexar County, their denial will be immediately overturned and the household will be certified for assistance.
Applications received without client signatures will be mailed back to clients with a “No Acceptance Letter”.
Clients have 20 days to submit missing documents from the date of their Notice of Denial.
2/15/2019
Bexar County Econmoic and Community Development Department

44. Bexar County Econmoic and Community Development Department
QUESTIONS????
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Bexar County Econmoic and Community Development Department

45. Bexar County Econmoic and Community Development Department
WHO DO I CALL????
Leslie Newhouse (210)
Client Applications, Schedules, Eligibility and Weekly Reports
Rachel Gutierrez (210)
Linda Zoila Flores, Manager (210)
Funding, reports, program guidelines……
2/15/2019
Bexar County Econmoic and Community Development Department

46. Bexar County Econmoic and Community Development Department
What can Bexar County do better? What recommendations/changes would you like to see next year with the web application? What is your overall satisfaction with the application process?
2/15/2019
Bexar County Econmoic and Community Development Department

47. Bexar County Econmoic and Community Development Department
THANK YOU!!
Direct Client Services mission is to change lives and communities through the careful, deliberate use of appropriate tools and resources. With partnering agencies like yours, we will be able to achieve our goal!
2/15/2019
Bexar County Econmoic and Community Development Department