september build. on a scale of 1-10, how would you rate your current knowledge of the september cbms...
TRANSCRIPT
September Build
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
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
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 $100.00 10/23/15: Not Representative $125.00 11/6/15: Representative $100.00 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 31st, 2015. 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.
OverviewThe “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!
1 2
3
New Process for FA1
2 3
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
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
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