7.007 - 1 Caseload Management

Revised August 2019 VII. Caseload Management – Wait List Overview

PROCEDURE 7.006 Implementing Office: Community Health Administration (CHA) Revised August 2019

Approved by:

_______________________ LaQuandra S. Nesbitt MD, MPH; Agency Director Review by Legal Counsel:

____________________ Phillip Husband, Esq.; General Counsel Effective Date: 01/01/2016

I. Authority USDA

II. Reason for the Policy CFR § 246.7 (f)(1) Waiting List

III. Applicability DC WIC State Agency and Local Agency Staff

IV. Policy Statement When the local agency is serving its maximum caseload, the local agency shall maintain a waiting list of individuals who visit the local agency to express interest in receiving Program benefits and who are likely to be served.

V. Procedures 1. The local agency shall maintain waiting lists of individuals who contact the local agency to express interest in receiving Program benefits when: a. There are no funds available to provide Program benefits, b. The agency has exceeded assigned caseload, or c. The agency or site has not yet achieved the assigned caseload, but is unable to provide individuals with appointments within 20 days of the date of request. 2. The waiting lists shall include the following: a. Name of the applicant, b. Date the applicant was placed on a waiting list, c. Address or phone number of the applicant and d. Status of the applicant (e.g., pregnant, breastfeeding, age of applicant) 3. The local agency shall notify individuals of their placement on a waiting list within 20 days after the initial contact. 4. The local agency shall use two types of waiting list: (a) Non-Pre-certified and (b) Pre-certified. Within each type of list, the local agency shall maintain separate sheets for the following three (3) statuses:

7.007 - 2 Caseload Management

Revised August 2019 a. Pregnant women, breastfeeding women and infants – potential Priorities I, II and III; b. Children – potential Priority III and V; and c. Non-breastfeeding, postpartum women – potential Priority VI. 5. The Non-Pre-certified Waiting List is the list of individuals who have contacted the local agency, but are unable to receive an assessment appointment because of a reason listed in 1a-c above. This is the main waiting list. See Policy and Procedure 7.008 for detailed information regarding the Non-Pre-certified Waiting List.

6. The Pre-certified Waiting List is the list of pregnant, breastfeeding and postpartum women, infants and children under five years of age who have been: (a) participants on the WIC Program during the last 6 months and whose Priority is not being served at that time, but have a valid certification or (b) participants who have been pre-certified for WIC for the first time, but unable to receive benefits due to one of the reasons listed in 1a-c above. See Policy and Procedure 7.009 for detailed information regarding the Pre-certified Waiting List.

VI. Appendix

N/A

VII. Reference 7.008 Non-Pre-Certified Waiting Lists 7.009 Pre-Certified Waiting Lists