June 2018 CBMS Build

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Before We Get Started

HCPF Projects

MA MAGI Updates to the Monthly Budget Unit (MBU) Logic Project 11149

This project will make modifications to how CBMS determines the Monthly Budget Unit (MBU) in MAGI households for tax dependents and tax filers

The Change

What the Change Means to You and Who Will Be Affected

● Tax dependents/filers who apply and have someone who is not in their home,who is temporarily out of the home, or who is not a Colorado resident are required to add those individuals to the case

● Tax Information packet ● Tax dependents who pass away remain part of MBU until 1 of next

year 2 exceptions

• Victim of Domestic Violence • Homeless

Tax Dependents • Individuals who are applying for benefits and declare that they are a tax dependent

must now include the tax filer on their case.

• If they indicate on the application that they are a tax dependent, they will have to indicate whether the tax filer is on the application or not - this information will be entered into CBMS on several screens.

• Screens Include: Individual Demographics (important for exceptions), Case Individual, Individual Attributes, Individual Residency, The Individual Tax Information, Income Summary

• When the “yes” tax dependent not on application radio button is selected, the tax information packet will be generated. The tax packet is a change with this build as well and we will review the cover letter and the information packet in a few moments

Individual Demographics

Individual Attributes

Case Individual

Individual Tax Information

Tax Dependent Cover Letter

Tax Filer Form

1

2

3

4

5

6

7

Tax Filers

● Tax dependents not in the home added to case

● Will be included in household’s MBU

MBU Flowchart

Knowledge Check

True or False • 20 year old tax dependent applies for MA on May 1,

2018 • Declares to be a victim of domestic violence. • The tax-filer does not have to be added to the case

Knowledge Check

TRUE

Knowledge Check What is the MBU for the head of

household? •Tax filer (head of household) submits application for MAGI

•One tax dependent lives out of State

•Two additional tax dependents live in the home

** The head of household’s MBU will be 4. ** Tax filer + 2 tax dependents in the home + tax dependent out of State.

Death of Tax Dependent

Death of Tax Dependent

• MBU will not change until January 1st of the following year • Income and resources of deceased excluded month after

death • NOA will be sent to head of household (MA0203) • End of year EDBC batch run to remove tax dependent

Knowledge Check

When will the MBU decrease •MA Ongoing case •Household Composition 3 (1 adult, 2 children) •1 tax filer, 2 dependents •Reported death of tax dependent 04/05/2018, date

of death 04/01/2018

**The MBU will remain three through 12/31/2018 then will go to an MBU of two 1/1/2019.

Knowledge Check When will the MBU decrease?

• MA ongoing case • Household Comp; 5 (2 adults/3 children) • 1 tax filer/4 tax dependents • Reported death of tax dependent 02/01/2018 date

of death 01/15/2018

** The MBU will remain 5 through 12/31/2018 then will go to an MBU of four 1/1/2019. ** The MBU will not decrease prior to 1/1/2019 even if there is an RRR that is processed during that time.

Cases Ran Retroactively

• Rule will apply to any case initially being processed or when an existing case is ran retroactively

CBMS Changes

Individual Tax Information Page

Additional Information Page Added Fields

PEAK Changes

Updated Screens

Real Time Eligibility (RTE) Available

• No SIDMOD match for tax filer, spouse etc. will be

routed Non-RTE • Tax filer not in home will have information mapped

to CBMS. • Will not affect any combo cases - not requesting

assistance

Correspondence

●Anyone added to case not requesting assistance will receive a not requesting denial notice

● Applicant will receive:

● Tax Information Packet ● Denial notice if Tax Packet is not returned

●If packet is returned an approval or denial

Knowledge Check True or False

• 19 year old tax dependent applies for MA • Tax filer lives in Nebraska and will receive the tax

packet at their home address

FALSE

Questions?

EBD Projects

The project will make updates to notices being sent to Adult Financial (AF), Colorado Works (CW), and Food Assistance (FA) customers.

CBMS Correct Dates in EBD Notices Project #11756

The Change

What the Change Means to You

• Update wording on notices

• Adjust the benefit end dates

• Modify existing sanction notices

What the Change Is

• Modification to the “benefit end date” • Before batch cutoff • After batch cutoff

• Exceptions • Rescinded cases • During RRR

What the Change Is - AF • Ongoing AF

• Unearned income on 6/15 (before batch)

• The NOA end date = 6/30

What the Change Is - AF • Ongoing AF

• Unearned income on 6/23 (after batch)

• The NOA end date = 7/31

What the Change Is - CW • Ongoing CW

• New income on 7/10 (before batch)

• The NOA end date = 7/31

What the Change Is - CW

• Ongoing CW

• New income on 5/27 (after batch)

• The NOA end date = 6/30

What the Change Is - FA The following individual will be sanctioned from receiving Food Assistance benefits because the Food Assistance Office has determined that Customer A is between 18 and 49 and there are no dependents under age 18 in the Food Assistance household…..

What the Change Is - FA ABAWDs can exceed the 3 month benefit time limit without meeting the work requirement if they are less than 18 years old or over 49 years old or meet an exception due to one of the following….

Knowledge Check •Change reported and verified on 5/3 •Case processed on 5/11

A. 6/30 B. 5/31 C. 7/31 D. 4/30

B

Knowledge Check The age limit on the EF sanction notice and appeal will be updated to reflect a customer must be between 18 years old or over ___ years old….. A. 22 B. 50 C. 49 D. 60 C

Additional CW Changes

Additional CW Changes • Approval NOAs for RRR’s • Updated language when adding a person to an active case

• Combined sanction and closure NOAs

CW – RRR • RRR due 6/30

• Received on 5/15

• The day after batch cutoff 5/22

Individual Denial- CW

• Change reported

• Start month of June

• Denial notice triggered

Individual Denial - CW

The customer will fail and a denial notice will be triggered. The NOA will read as follows: • Colorado Works benefits have been denied

for the following individual(s).

Individual Denial - CW

CW Sanction NOA The CW Sanction NOA has enhanced language, combining the sanction and closure NOA. • The NOA for a third level sanction will read as

follows: As of Month Year, your household doesn’t qualify for Colorado Works because Customer A has a third (3rd) level sanction. Your household can’t receive benefits for 3 month(s), from Month Year to Month Year.

CW Sanction NOA

CW Sanction NOA

When more than one customer is sanctioned on an active CW case, the individual sanction levels are added together to get a combined sanction level.

First Level Sanction

Paul and Robert both have first level sanctions • 25% + 25% = 50% • Reduction of 50% for 1 month

First Level Sanction NOA

Second Level Sanction

Paul and Robert both have second level sanctions • 50% + 50% = 100% • Reduction of 100% for 1 month

Second Level Sanction NOA

Third Level Sanction

Paul has a first level sanction and Robert has a third level sanction • Cumulative sanction = 100% • Reduction of 100% for 3 months

Third Level Sanction NOA

Knowledge Check When a CW RRR is processed, the case will run and the NOA sent to the customer on _________. A. The day before batch cutoff B. The first day of the next month C. Over night D. The day after batch cutoff

D

Knowledge Check When more than one customer is sanctioned, the individual sanctions will be _______. A. Multiplied B. Subtracted C. Combined D. Divided in half

C

Questions?

Thank You For all June 2018 Build projects and further

training opportunities, visit TrainColorado.com for more information.

Courses > CBMS Build Training > June 2018 CBMS Build

Responses to questions that were unanswered during this session will be posted in a Q&A document at the same TrainColorado.com

location on June 22, 2018.