7.010 - 1 Caseload Management

Revised August 2019 VII. Caseload Management – Outreach

PROCEDURE 7.010 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 § 246.6 (b)(3) Agreements with local agencies/Provisions of agreement

III. Applicability DC WIC State Agency and Local Agency Staff

IV. Policy Statement 1. The local agency shall make available appropriate health services to participants and inform applicants of the health services that are available. 2. The local agency shall recruit and accept any potentially eligible person who meets the standards for eligibility and applies for WIC. 3. The local agency shall establish close collaborations within each of their respective facilities; pre-natal OB-GYN and pediatric clinics. At least two walk-in appointment slots should be made available for each clinic (OB-GYN and pediatric) each day. WIC staff should provide the clinics with WIC outreach materials to attract potentially eligible persons. 4. The local agency shall establish close collaborations with one (1) child care center within their geographical proximity. During FY 2018 and 2019 the State Agency has established relationships with the following child care centers:  Apple Tree  KIPP  Bryia  La Clínica Del Pueblo  Rosemount  Centro Nia The State Agency can provide the contact persons and facilitate the initial stages of the collaboration.

7.010 - 2 Caseload Management

Revised August 2019 5. The local agency shall develop an outreach plan for each fiscal year with measurable goals, objectives, activities and methods. This plan shall be in accordance with the State Agency outreach goals and submitted as part of the local agency Annual Plan of Operations. 6. The local agency should also project its caseload each year based on their enrollment data; specifically targeting the category (women, infants, children) that have shown a steady decline. 7. The local agency shall project its caseload for each fiscal year based upon closeout participation from the previous fiscal year, and other demographic data. The projected caseload shall be submitted as part of the local agency Annual Plan of Operations.

V. Procedures 1. Using the Local Agency Workplan and Quarterly Narrative Report (see 10.001B), provide information on: a. Caseload projection for upcoming fiscal year using closeout data from previous fiscal year(s) and other demographic data b. Total population served c. Benefit targeting plan d. Develop an outreach plan with measurable goals, objectives and activities e. Perceived challenges f. Deviations from workplan 2. Submit these plans as part of the Local Agency Workplan to the State agency (see home 10.001 for reporting procedures). 3. Monitor and report progress, using the Status Report Form in Appendix 7.010D, on achieving outreach goals and attaining authorized caseload in the Quarterly Program Report (Appendix 10.001B) to the State Agency.

VI. Appendix

N/A VII. Reference 10.001 Reporting Procedures 10.001B Local Agency Workplan and Quarterly Narrative