loading…
loading…
loading…
(a) Assisting the Applicant
The county is responsible for assisting applicants or recipients in understanding their rights and responsibilities in relation to application for aid; for evaluating the capacity of the applicants or recipients to discharge their responsibilities as set forth in Section 40-105; for assisting them as needed in establishing their eligibility and helping them to realize the maximum personal independence of which they are capable, including self-care and self-maintenance.
(1) The applicant shall be informed at the time of application that the law requires furnishing an SSN (Section 40-105) and assignment of accrued support rights (Section 43-106) as conditions of eligibility. The applicant/recipient shall also be informed, in writing, at the time of application or redetermination, that the law requires cooperation in establishing paternity and securing support rights (Section 43-201) as conditions of eligibility.
(A) The county shall notify the applicant or recipient by means of the prescribed form of the right to claim good cause as an exception to the cooperation requirements.
(B) The county shall notify the applicant or recipient that upon request of the custodial parent, the county department shall provide information to that custodial parent on the amount of child and spousal support paid to the county by the absent parent. (See Section 43-201.3.)
(2) All forms pertaining to (a)(1) and (a)(1)(A) above shall be available for the applicant to complete at the initial interview when the CA 2.1 is completed, but need not be completed prior to granting emergency aid.
(3) Reserved
(4) The CWD shall provide the individual, in writing and orally as necessary, a description of the CalWORKs 60-month time limit requirements, including the exemptions from the time limit, as provided in Sections 42-302.11 and 42-302.21 and the process by which recipients can claim the exemptions, as provided in MPP Section 42-302.3. The description of the CalWORKs 60month time limit requirements shall be provided at the time an individual applies for aid, at the time a recipient’s eligibility for aid is redetermined, and any other time a notice of action establishing time on aid pursuant to this section is provided. In addition, counties are required to provide information on the number of months an applicant, recipient, or former recipient received aid as follows:
RECEPTION AND APPLICATION
(A) The applicant shall be informed, by notice of action, at the time that eligibility for aid is authorized, if the applicant received aid in California or any other state(s) on or after January 1, 1998. The notice shall include:
1. The number of months the individual received aid as reported on the most recent notice of action, if any.
2. The cumulative number of countable months that the individual received aid and the specific exempt months since the last notice of action, or the beginning of aid if there has been no prior notice of action.
3. The remaining number of months that the individual may be eligible to receive aid. (See MPP Section 42-302.2 for definition of countable months.)
(B) The recipient shall be informed, by a notice of action, at redetermination of aid. The notice shall include information as required in MPP Section 40-107(a)(4)(A).
(C) The recipient shall be informed, in each and every time they are at the 54th countable month on CalWORKs aid by using one of the following two methods:
1. A notice of action which meets the requirements in MPP Section 40107(a)(4)(A).
2. A notice that informs the recipient of the cumulative number of countable months that the recipient received aid and the remaining number of months that the recipient may be eligible to receive aid. (See MPP Section 42-302.2 for definition of countable months.)
(D) Each recipient shall be informed by a notice of action provided in one of the months falling during the period of the recipient's 54th through 57th countable months on CalWORKs aid.
1. A notice of action pursuant to MPP Section 40-107(a)(4)(A), (a)(4)(B), (a)(4)(C), or (a)(4)(E) satisfies this requirement.
2. Once the notice of action required in MPP Section 40-107(a)(4)(D) is sent, no further notice of action, pursuant to MPP Sections 40-107(a)(4)(A) through (a)(4)(E), shall be required until a total of six exempt months have passed.
(E) The recipient shall be informed, in each and every time they are at their 57th countable month on CalWORKs aid by using one of the following two methods:
1. A notice containing the same information required by Section 40107(a)(4)(A).
Page 58.1
RECEPTION AND APPLICATION
2. An informational notice that informs the recipient of the cumulative number of countable months that the recipient received aid and the remaining number of months that the recipient may be eligible to receive aid. (See MPP Section 42-302.2 for definition of countable months.)
(F) No notice pursuant to MPP Sections 40-107(a)(4)(A) through (a)(4)(E) need be sent under the following circumstances:
1. Within 3 calendar months from a previous notice of action, pursuant to MPP Sections 40-107(a)(4)(A) through 40-107(a)(4)(E), was provided.
2. Once the exemption for individuals who are 60 years of age or older, as provided in MPP Section 40-302.21(e), is established.
(G) Upon a verbal or written request for time limit information, a current or former recipient shall be informed, in writing, within 30 calendar days from the date of receipt of the request. The county shall document the request and provide the recipient with a written notice that will include:
1. The cumulative number of countable months that the recipient received aid,
2. The specific months that were exempt from the 60-month time limit since the most recent notification (pursuant to MPP Sections 40-107(a)(4)(A), 40107(a)(4)(B), 40-107(a)(4)(C), 40-107(a)(4)(D), or 40-107(a)(4)(E)),
3. The remaining number of months that the recipient may be eligible to receive aid.
(H) The recipient shall be informed by a notice of action at the 60th countable month on aid. The notice shall include:
1. Information in accordance with Section 40-107(a)(4)(A).
2. Notification of the reduction in the grant amount due to the expiration of the CalWORKs 60-month time limit or notification that the recipient will continue to receive aid beyond the 60-month time limit based upon the criteria for exceptions as provided in MPP Section 42-302.11.
(I) After the 60-month time limit notice of action, an adult who has reached the CalWORKs 60-month time limit and whose children remain on aid, shall be informed by notice of action pursuant to MPP Section 40-107(a)(4)(B) when child support or overpayment recoupment reimburses any month(s) on aid. (See MPP Section 42-302.21(g) for reimbursement of aid through child support recoupment and MPP Section 42-302.2 for overpayment months that are repaid.)
Page 58.1a
RECEPTION AND APPLICATION
(J) After the 60-month time limit notice of action, an adult who has reached the CalWORKs 60-month time limit and whose children are no longer aided, shall be informed pursuant to MPP Sections 40-107(a)(4)(A) and (a)(4)(G).
(5) When a former CalWORKs recipient applies for aid in another state and the other state requests information on the number of months of assistance provided by Temporary Assistance for Needy Families (TANF) funds, the county where the aid was last received shall promptly respond to the other state's request in writing. The county shall not provide the requesting state with the former recipient's CalWORKs months of aid and shall only provide the recipient's TANF months of assistance.
(A) The county shall also send a notice of action to the former CalWORKs recipient at their new address in the other state. The notice of action shall include information on the number of months of TANF-funded assistance that was provided to the other state.
HANDBOOK BEGINS HERE
(B) Months of assistance provided by TANF funds shall be reported to the other state. Assistance provided by California that does not use TANF funds and exclusively uses state-only funds are not subject to the federal TANF 60-month time limit. Individuals who received aid provided by the state-only programs do not accrue months of assistance toward the federal TANF 60-month time limit and therefore, the months of aid shall not be reported to the other state.
(C) Months that are exempt from the federal TANF 60-month time limit and months that are excluded from the federal definition of assistance and the federal regulations shall not be included in the cumulative number of months of assistance that is reported to the other state. As a reminder, supportive services, including post aid supportive services, that are federally funded may not be exempt from the TANF 60-month time limit, and counties must consult federal rules to determine any applicable exemptions. (See 45 Code of Federal Regulations Section 260.31(a)(3)).
HANDBOOK ENDS HERE
(6) Applicants shall be informed:
(A) that they may apply for CalFresh at the same time as they apply for CalWORKs.
(B) that, if they apply for CalFresh at the same time as they apply for CalWORKs, they have the right to file a joint application and shall have a single interview for both programs.
Page 58.1b
RECEPTION AND APPLICATION
(C) in written form, and orally as appropriate, of the CalWORKs and CalFresh programs, explaining the rules regarding eligibility and benefits available from both programs, and that the application interview for CalWORKs is sufficient for applying for CalFresh.
(D) of the availability of paid child care and be given an informing notice (see Section 47-301.2).
(E) of the opportunity to voluntarily participate in the CalWORKs Home Visiting Program under Division 51 via an informing notice (see Section 51-101.2), but only when the county is administering this program.
(7) Applicants/recipients shall receive written information at the time of application or at their first redetermination after implementation of GAIN regarding the GAIN Program as to the following:
(A) A description of the program;
(B) The availability of job training, employment, education and supportive services, including the types and locations of child care services and the assistance available to select and obtain such services, and Transitional Child Care (TCC) Program benefits;
(C) The individual's rights and responsibilities;
(D) The consequences of failure or refusal to participate in the GAIN Program;
(E) The grounds for exemption from participation in the GAIN Program; and
(F) The obligations of the county welfare department (CWD) in providing GAIN services.
(8) Applicants/recipients shall be informed by the CWD orally, as needed, to clarify written information regarding the GAIN Program and/or the requirement for cooperation in establishing paternity and securing support rights.
(9) The CWD shall provide written notification of the opportunity to express a desire to participate in the GAIN Program and provide a clear description of how to enter the GAIN Program to:
(A) Applicants, upon application, but not later than 30 days from the determination of eligibility for aid; and
(B) Recipients, at redetermination, but not later than 30 days after being informed in accordance with Section 40-107(a)(6).
Page 58.2
RECEPTION AND APPLICATION
(b) Arrangement for Substitute Payee, Guardian or Conservator
When there is a need for a person to act as a substitute payee on behalf of a recipient or when there is need for protection in the form of a guardian or conservator for the recipient, the county is responsible for assisting in the development of a satisfactory plan.
In planning for selection and appointment of someone to act in behalf of a recipient as a substitute payee, guardian or conservator, every effort must be made to protect the interests of the recipient and to avoid any possible conflict of interest. The recipient has the right to select the substitute payee, guardian or conservator to the extent of his/her capability.
Aid may be paid on behalf of the recipient to such substitute payee, guardian or conservator subject to the requirements and limitations specified below and in Sections 44-303, 44-309, and 44-310.
(1) Substitute Payees
Because of the potential conflict of interest, aid payment may not be made on behalf of an individual to a person serving as substitute payee, if such person is also the administrator, operator or fiscal agent of a public or private facility providing care to the individual. A substitute payee also may not include the executive head of the agency administering public assistance, the person determining income eligibility for the family, special investigative or resource staff, or staff handling fiscal processes related to the recipient, landlords, grocers, or other vendors of goods or services dealing directly with the recipient.
Page 58.3
RECEPTION AND APPLICATION
If it appears to be in the best interest of the individual, a staff person, preferably in a unit or division of the county welfare department or State Department of Health, Community Services Section, which is responsible for providing protective services, may serve as a substitute payee for the recipient. However, the county is responsible for taking all necessary precautions to prevent either potential or actual conflict of interest.
(2) Guardian or Conservator
When there is need for protection of a recipient in the form of a guardian or conservator the county is responsible for assisting in the development of a satisfactory plan which includes initiating the necessary procedures for appointment of a guardian or conservator.
Because of the potential conflict of interest, a staff person may not serve as guardian or conservator of the recipient unless the appointment is based on a close personal relationship with the client which makes the staff member the most suitable guardian or conservator. If the guardian is guardian of the person only, (and not guardian of the estate) however, a staff person may serve as the guardian.
(c) Eligibility Determination
The county is responsible for determining that the applicant or recipient meets the requirements of all necessary eligibility factors. This determination shall be based upon an evaluation of all available evidence. The gathering of such evidence and the determination of eligibility shall be a separate operation from and precede that of computing the amount of grant an eligible applicant is entitled to receive. This section is not meant to prevent the county from granting immediate need under Section 40-129. The factors to be considered in determining eligibility are as follows:
(1) Linking Eligibility Factors -- Definition
Linking eligibility factors are those single conditions that link an applicant to a categorical aid program. These factors are: blindness and deprivation of parental care or support.
(2) Nonlinking Eligibility Factors -- Definition
Nonlinking eligibility factors are those factors that establish whether an applicant is entitled to assistance under the program to which he is linked. Although the categorical aid programs have these nonlinking eligibility factors in common, the standards differ. The nonlinking eligibility factors are: age, property, residence, financial status and institutional status.
RECEPTION AND APPLICATION
(d) Grant Determination
Once the applicant's eligibility is established, the county is responsible for determining the applicant's financial and medical needs. The county is further responsible for developing and carrying out plans for meeting such needs within the limitations of the W&IC, the Regulations of the California Department of Social Services and the Department of Health Care Services.
(e) Notification of the Right to a State Hearing
At the time aid is granted or denied and whenever there is a change in eligibility or amount of payment, the applicant or recipient shall be advised of the right to request a state hearing. If the applicant or recipient expresses dissatisfaction, the county shall make every effort to resolve the problem. However, if the applicant or recipient chooses to have a state hearing, the county shall assist the individual in preparation of the state hearing request, and advise the applicant or recipient of the right to be represented by counsel or other authorized representatives as set forth in Chapter 22-000.
(f) Provision of Informational Materials
(1) Informational materials required by CDSS shall either be given to applicants during the application interview or mailed with Notice of Action forms approving or restoring CalWORKs grants or Certifications for Medical Assistance (see 40-173).
(A) For CalWORKs, brochures describing benefits available under the Child Health and Disability Prevention (CHDP) program and how and where these benefits are provided within the county shall be given to the applicant during the application interview. Provision of CHDP informational materials shall be documented by notation upon the SAWS 2 form.
(B) For AFDC-FC, the placement worker shall assess the applicant child's need for CHDP services, and shall provide information to the foster care provider and/or, as appropriate, to the child. Provision of CHDP informational material shall be documented in the service case record, as specified in Section 30-209.66.
(2) The CWD shall inform all CalWORKs applicants/recipients of the availability of family planning services. For those CalWORKs applicants/recipients who voluntarily request such services, the CWD shall provide information and referral for family planning services. (See Section 40-131.3(h).)
(A) The CWD shall designate personnel who shall:
1. Be generally knowledgeable in the area of family planning.
2. Be responsible for the coordination of family planning services activities within the CWD and with family planning resources outside of the CWD.
RECEPTION AND APPLICATION
(B) The CWD shall display in waiting rooms and make available to CalWORKs applicants/recipients, copies of notices, pamphlets and other written materials which contain information concerning the availability of family planning services.
(C) The CWD shall ensure that written notice of the availability of family planning services is sent to: (1) applicants for CalWORKs upon denial of CalWORKs benefits; or (2) all CalWORKs recipients upon termination of CalWORKs benefits.
(3) Federal Earned Income Tax Credit (EITC)
(A) The CWD shall ask each CalWORKs recipient at their annual eligibility redetermination if he or she is eligible for and utilizing the federal EITC. If the recipient may be eligible for the EITC and does not use it, the CWD shall give the recipient available EITC informational material and encourage him or her to access the EITC.
HANDBOOK BEGINS HERE
(B) To encourage CalWORKs recipients to maximize their use of the EITC, CWDs may inform them that:
1. The receipt of earned income may make them eligible for the federal EITC, retroactive EITC credits, and the Advance EITC. It may also add credits toward their future social security income.
2. The receipt of the federal EITC shall not affect their CalWORKs grants and is additional tax-free income.
3. A CalWORKs recipient that receives the federal EITC may invest these funds in an individual development account, 401(k) plan, 403(b) plan, Individual Retirement Account, 457 plan, 529 college savings plan, Coverdell Education Savings Account, or restricted account. Investments in these accounts will not impact the recipient's CalWORKs eligibility or benefits.
HANDBOOK ENDS HERE
(g) Social Security Number
(1) SSNs shall be confirmed by viewing SSN cards or SSA's form series OA-702. Any one of the following shall be acceptable evidence if the SSN card or SSA's form series OA-702 is not available:
RECEPTION AND APPLICATION
(A) An award letter, Medicare card or a check from the SSA showing the applicant/recipient's name and SSN with the letters A, HA, J, T, or M following the SSN.
(B) Other documentation from the SSA upon approval by the Department.
(C) When an SSN card or other acceptable evidence is not available, the county shall accept the furnished SSN pending verification of the number through IEVS in accordance with (g)(2) of this section.
(D) For those individuals who are unable to provide an SSN, the county shall assist the applicant by referring him/her to the local office of the SSA. This requirement may be met by furnishing the applicant with a referral notice, such as the SSA Referral Notice, form MC 194, or by providing the address of the local SSA office.
(E) The county shall deny the application for assistance for any individual who refuses or fails to provide either an SSN or verification that an application for an SSN was completed within 30 days after the date of application for assistance. (See Section 82-832.24.)
1. If the individual is the only eligible child, and the caretaker relative refuses or fails to provide either an SSN or verification that an application for an SSN was completed within 30 days after the date of the application for assistance, the entire AU is ineligible. (See Section 82-820.2.)
2. The county shall discontinue aid for any member of the AU who refuses or fails to furnish the SSN as required in 40-105.212(b) and/or (c).
CALIFORNIA-DSS-MANUAL-EAS Errata
Page 61.1
RECEPTION AND APPLICATION
(F) The county shall inform the applicant/recipient of his/her responsibilities under this section. If the county receives verification of application directly from the SSA, the requirement in Section 40-105.212(a) is met. If the county receives the SSN directly from the SSA or from another federal or federally assisted program, the requirement in Section 40-105.212(b) is met.
(G) Counties shall document in the case record the fact that the applicant/recipient submitted a completed application for an SSN and the method of verification.
(H) The county shall obtain the SSN of a child who has been enumerated at birth within six months after receipt of the number or at redetermination, whichever occurs earlier.
(2) Aid shall not be denied, delayed, or discontinued pending the issuance or verification of such number or numbers if the applicant/recipient has furnished his/her SSN or has submitted the necessary verification as required in Section 40-105.21. Immediate need cases are subject to the provisions of Section 40-129.214.
(3) All SSNs shall be verified by SSA through IEVS in accordance with Section 20-006.
(A) The county shall deny the application or discontinue assistance for any individual who fails to cooperate in resolving a discrepancy between the furnished SSN and SSA files in accordance with the requirement of Section 40-105.25.
(4) In AFDC-FC when there is no identifying information as specified in Section 40-105.241(a), the case file shall be reviewed at redetermination to determine whether any change occurred that would enable the Social Security Administration to issue an SSN. The eligibility worker shall document the date the review was completed and any changes that have occurred. If new information is available, the parent(s), legal guardian, or relative, (if now available and cooperating) or the placing agency representative shall forward the application for an SSN to the Social Security Administration.
(h) WIC Referrals
The county welfare department shall refer all pregnant recipients of aid to a local provider of the Women, Infants, and Children program.
(i) Domestic Abuse
For instructions on addressing domestic abuse, see Section 42-715.
Page 61.2
RECEPTION AND APPLICATION
(j)
(SAR) Establishing the Semi-Annual Reporting Cycle
Applicants shall be assigned a specific Semi-Annual Reporting (SAR) cycle using their beginning date of aid. If the applicant has an existing CalFresh recertification period, the county shall align the SAR cycle with the existing recertification period. The county must align the CalWORKs annual redetermination of eligibility with the CalFresh certification period. The redetermination/recertification acts as the second semi-annual report so it must also be aligned with the SAR Submit Month. The county shall provide the SAR 7 or SAWS 2 Plus/Statement of Facts to the recipient by the end of the SAR Data Month in the SAR Payment Period in which it is due. The county must provide the recipient with a written notice that will include:
(AR/CO) Establishing the Semi-Annual and Annual Reporting Cycle
Applicants shall be assigned a specific Semi-Annual Reporting (SAR) cycle using their beginning date of aid. If the applicant has an existing CalFresh recertification period, the county shall align the SAR cycle with the existing recertification period. The county must align the CalWORKs annual redetermination of eligibility with the CalFresh certification period. The county shall provide the SAWS 2 Plus/Statement of Facts to the recipient by the end of the 11th month in the AR/CO Payment Period in which it is due. The county must provide the recipient with a written notice that will include:
(1) The AU's individual SAR cycle,
(SAR) (2) The months in which the SAR 7 and the annual redetermination of eligibility (SAWS 2 Plus/Statement of Facts) are due, and
(AR/CO) (2) The month in which the annual redetermination of eligibility (SAWS 2 Plus/Statement of Facts) is due, and
(SAR) (3) The SAR Data Month they will be responsible for reporting information.
(AR/CO) (3) The AR/CO Month they will be responsible for reporting information.
(SAR) (A) Semi-Annual Reporting Cycle Based on Beginning Date of Aid
The county shall establish six SAR cycles, each comprised of two SAR Payment Periods (see Section 40-103.5(SAR)). The county shall assign the applicant to one of these cycles based on the beginning month of aid. Unless the SAR cycle is being established to align with an existing CalFresh recertification date, the beginning month of aid shall be considered the first month of the SAR Payment Period.
RECEPTION AND APPLICATION
HANDBOOK BEGINS HERE
(SAR) This model requires CWDs to consider a client’s beginning date of aid as the first month of the SAR Payment Period. This month will begin the SAR cycle for the new reporting system. Clients will be assigned to one of six cycles, based on their beginning date of aid. For purposes of discussing months within the cycle, the following definitions will apply:
SAR Payment Period – the six months in which benefits are paid. The SAR Payment Period will include six consecutive months. The beginning date of aid will be considered the first month of the "SAR Payment Period" for purposes of identifying the appropriate client reporting cycle.
SAR Data Month – the fifth month of the SAR period for which the client reports all information necessary to determine eligibility, and
SAR Submit Month – the sixth month of the SAR period in which the SAR 7 is required to be submitted to the CWD or the annual redetermination is required to be completed.
January (Beginning Date of Aid) | February | March | April | May | June Month 1 SAR Payment Period Begins | Month 2 | Month 3 | Month 4 | Month 5 SAR Data Month | Month 6 SAR Submit Month/ SAR 7 due
July | August | September | October | November | December Month 7 SAR Payment Period Begins | Month 8 | Month 9 | Month 10 | Month 11 SAR Data Month | Month 12 Annual Redetermination
HANDBOOK CONTINUES
RECEPTION AND APPLICATION
HANDBOOK CONTINUES
The following cycles would be assigned to each applicant, based on the beginning date of aid.
Cycle 1:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth January | May | June July | November | December
Cycle 2:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth February | June | July August | December | January
Cycle 3:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth March | July | August September | January | February
Cycle 4:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth April | August | September October | February | March
Cycle 5:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth May | September | October November | March | April
Cycle 6:
Beginning Date of Aid/SAR Payment Period | SAR Data Mo nth | SAR Submit Mo nth June | October | November December | April | May
This system enables the county to align the reporting/budgeting cycle with the CalFresh recertification date. The month in which the certification period expires will always be the SAR Submit Month, which will be when the recertification is completed to establish the thirteenth month's allotment.
HANDBOOK ENDS HERE
RECEPTION AND APPLICATION
(SAR) (B) Semi-Annual Reporting Cycles Based on Other Methods
Under SAR, counties may establish reporting cycles based on factors established or approved by the department; however, the SAR cycle must be aligned with the CalWORKs redetermination date and the CalFresh recertification date.
(k) Case Transition between SAR and AR/CO
The county shall provide the recipient with written notice when a recipient's reporting requirements transition from AR/CO to SAR or SAR to AR/CO at any time during the AR/CO Payment Period or SAR Payment Period. The written notice shall include all of the following:
(1) The effective date of the change in reporting requirements;
(2) The reporting rules;
(3) Income Reporting Threshold rules;
(4) Mandatory reporting rules;
(5) Voluntary reporting rules;
(6) Welfare-to-Work Reporting rules
(A) Cases that Change from AR/CO to SAR
1. The SAR 7 shall not be due in the same month in which the adult is added to the household.
2. The case shall retain the same SAR Cycle and redetermination due date, which is based on the beginning date of aid (Section 44-107 (j)(SAR)).
(B) Cases that Change from SAR to AR/CO
1. The case shall transition to AR/CO effective the first of the month following the date the adult is removed from the household.
2. The case shall not be discontinued if the recipient fails to submit the SAR 7 in cases where the adult has a SAR 7 due in one month, but transitions to AR/CO the following month.
3. The case shall retain the same SAR Cycle and redetermination due date, which is based on the beginning date of aid (Section 44-107 (j)(AR/CO)).
vv
vvvv
Page 64.1
vvvv
RECEPTION AND APPLICATION
vvvv
HANDBOOK BEGINS HERE
(l) Examples of Cases Transitioning between SAR and AR/CO
(1) AR/CO to SAR
The AU is an AR/CO case that applied for and was granted aid in April. The case consists of a non-needy relative (NNR) and two children. The redetermination is due in March and case is assigned SAR cycle 4. On June 2, the NNR reports she was laid off from her job and provides verification. She applies to include herself in the AU. The CWD determines she is eligible effective July 1. The case is now under SAR rules effective July 1. The CWD provides a Notice of Action to the recipient indicating the adult has been added to the AU along with a written notice indicating the case is now subject to SAR rules. The SAR cycle assigned is based on the beginning date of aid (April) and the SAR 7 is due in September. (Note: Even though the case originated as an AR/CO case, the SAR cycle was assigned at the time client was approved for aid in April.)
(2) AR/CO to SAR
An AR/CO case consists of a timed out mother and two children and has her redetermination due in April (SAR cycle 5). On December 5, the mother reports a change in household composition, reporting the father of the children has moved into the home and he wishes to apply for aid. The CWD determines the father is eligible and is added to the case effective January 1. The AU transitions from AR/CO to SAR effective January 1 because the father is now part of the AU. The CWD provides a Notice of Action to the recipient indicating the adult has been added to the AU along with a written notice indicating the case is now subject to SAR rules. The case retains the same SAR cycle based on the beginning date of aid. The redetermination will be completed in April. No SAR 7 would be due prior to redetermination (April).
(3) SAR to AR/CO
An AU of 3 consists of a mother and two children. The case is a SAR case with SAR cycle 2 (beginning month of aid August). The mother times out December 31st. The case will change to AR/CO effective January 1. The CWD provides a Notice of Action to the recipient indicating the adult has been removed from the AU along with a written notice indicating the case is now subject to AR/CO rules. The redetermination is due in August. The SAR 7 will not be due in January because the case is no longer subject to SAR requirements.
HANDBOOK ENDS HERE
vvvv
vvvv
Page 64.2
vvvvvvvv RECEPTION AND APPLICATION
vvvv
NOTE: Authority cited: Sections 10553, 10554, and 10604, Welfare and Institutions Code. Reference: Sections 10613, 11209, 11265.1, 11265.48, 11268, 11322.5, 11323.3, 11324.8(a), (b) and (c), 11330.6, 11454, 11454.1, 11495.1, and 11500, Welfare and Institutions Code; California Department of Health Services Manual Letter 77-1; 42 USC Sections 608(a)(7), 45 CFR 205.42(d)(2)(v)(A) and (B) as printed in Federal Register, Vol. 57, No. 198, Tuesday, October 13, 1992, page 46808; 45 CFR 205.52(a)(1) and (2); 45 CFR 205.55; and Federal Register, Vol. 75, No. 19, dated January 29, 2010, pages 4928 and 4929 [7 CFR 273.12(a)(1)(vii)].