1 closing welfare transition cases and changing welfare transition case status one-stop service...

60
1 Closing Welfare Transition Closing Welfare Transition Cases Cases and Changing Welfare and Changing Welfare Transition Case Status Transition Case Status One-Stop Service Tracking One-Stop Service Tracking (OSST) System (OSST) System 2007-2008 2007-2008

Upload: cecilia-phillips

Post on 30-Dec-2015

219 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

11

Closing Welfare Transition CasesClosing Welfare Transition Casesand Changing Welfare Transition and Changing Welfare Transition

Case StatusCase Status

One-Stop Service Tracking (OSST) One-Stop Service Tracking (OSST) SystemSystem

2007-20082007-2008

Page 2: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

22

Topics of DiscussionTopics of Discussion

Reasons Welfare Reasons Welfare Transition (WT) cases Transition (WT) cases close or the case status close or the case status changes changes

Appropriate time to close Appropriate time to close cases or change the case cases or change the case status in the One-Stop status in the One-Stop Service Tracking (OSST) Service Tracking (OSST) systemsystem

Closure reasons entered Closure reasons entered on the Case at a Glance on the Case at a Glance screenscreen

Page 3: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

33

Reasons for Case ClosureReasons for Case Closure Individuals stop getting cash assistance or stop Individuals stop getting cash assistance or stop

having to cooperate with the WT program for a having to cooperate with the WT program for a variety of reasonsvariety of reasons

The individual fails to cooperate with Child Support The individual fails to cooperate with Child Support Enforcement (CSE)Enforcement (CSE)

The individual decides to stop getting cash The individual decides to stop getting cash assistance or “opts off”assistance or “opts off”

The individual becomes exempt and no longer has The individual becomes exempt and no longer has to participate with WT program requirementsto participate with WT program requirements

Page 4: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

44

Reasons for Case Closure - Reasons for Case Closure - ContinuedContinued

The individual fails to cooperate with the The individual fails to cooperate with the WT program, and a work penalty or WT program, and a work penalty or sanction is imposedsanction is imposed

The individual fails to meet or turn in The individual fails to meet or turn in documents to the Department of Children documents to the Department of Children and Families (DCF)and Families (DCF)

The individual gets a job and has too much The individual gets a job and has too much income to continue getting cash income to continue getting cash assistanceassistance

Page 5: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

55

Reasons for Case ClosureReasons for Case Closure Over the next few slidesOver the next few slides

We will review each reason for case closure or We will review each reason for case closure or status changestatus change

We will provide the steps staff should take to close We will provide the steps staff should take to close the case appropriatelythe case appropriately

We will provide the steps staff should take to We will provide the steps staff should take to change the case status in OSST appropriatelychange the case status in OSST appropriately

We will discuss engagement information in an We will discuss engagement information in an effort to improve both performance and customer effort to improve both performance and customer serviceservice

Page 6: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

66

Child Support Enforcement (CSE) Child Support Enforcement (CSE) SanctionsSanctions

A case closure To-Do (alert) is received A case closure To-Do (alert) is received for a mandatory WT case because the for a mandatory WT case because the individual did not cooperate with CSEindividual did not cooperate with CSE

Review the case on the FLORIDA systemReview the case on the FLORIDA system

Determine the last month the family will Determine the last month the family will receive cash assistancereceive cash assistance

Because the individual received assistance Because the individual received assistance for the month and is included in the for the month and is included in the denominator of the participation rate, attempt denominator of the participation rate, attempt to engage the participant through the last to engage the participant through the last month of cash receiptmonth of cash receipt

Page 7: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

77

Determine the last month the individual Determine the last month the individual will receive cash assistance using the will receive cash assistance using the FLORIDA systemFLORIDA system

Set a To-Do on the OSST system for the Set a To-Do on the OSST system for the first day after the last month of cash first day after the last month of cash assistanceassistance For example, the last month the family will For example, the last month the family will

receive cash assistance is October 2007receive cash assistance is October 2007

Child Support Enforcement Child Support Enforcement (CSE) Sanctions(CSE) Sanctions

Page 8: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

88

ContinuedContinued

Set a To-Do to review the case around the Set a To-Do to review the case around the last day the family receives cash last day the family receives cash assistance assistance

• The Start Date of the To-Do should be a few The Start Date of the To-Do should be a few days before November 1, 2007days before November 1, 2007

• The Due/End Date of the To-Do should be The Due/End Date of the To-Do should be November 1, 2007November 1, 2007

Page 9: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

99

Child Support Enforcement Child Support Enforcement (CSE) Sanctions(CSE) Sanctions

Always review the Always review the case in the FLORIDA case in the FLORIDA system before system before closing the caseclosing the case

The individual may The individual may have subsequently have subsequently cooperated with CSEcooperated with CSE

DCF may have DCF may have reopened the cash reopened the cash assistanceassistance

Page 10: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1010

Quick QuestionQuick Question

The CSE sanction To-Do was received. The CSE sanction To-Do was received. The family’s cash assistance is still The family’s cash assistance is still open for another month. While open for another month. While engaging the individual in the WT engaging the individual in the WT program, the individual fails to program, the individual fails to participate. What action should be participate. What action should be taken?taken?

Page 11: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1111

Child Support Enforcement (CSE) Child Support Enforcement (CSE) SanctionsSanctions

If the individual fails to cooperate with the If the individual fails to cooperate with the Individual Responsibility Plan or refuses to Individual Responsibility Plan or refuses to participate with program requirements before participate with program requirements before the last month of cash assistance has endedthe last month of cash assistance has ended

Begin the counseling processBegin the counseling process

A sanction may be requested through the last A sanction may be requested through the last month of cash assistancemonth of cash assistance

If the cash assistance terminates prior to a If the cash assistance terminates prior to a sanction being requested, close the case with sanction being requested, close the case with the appropriate closure reason on the Case at the appropriate closure reason on the Case at a Glance screena Glance screen

Page 12: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1212

Closing the CaseClosing the Case

Select “Close” using the Select an Action drop down box.

The case status in OSST will not change if the user closes the WT case.If the case is reopened, the user must review the case status and update

appropriately.

Page 13: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1313

ClosureClosure

The user will be prompted to confirm any unconfirmed To-Dos, close open services,

activities, trainings, etc. Essentially, the usermust satisfy case requirements before closing

the case.

Page 14: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1414

ClosureClosure

Enter the appropriate closure reason in the Reason Code drop down box.

Enter the date the case was closed.This date should reflect the date the

action was taken on the case.

Do not forget to selectSave.

Page 15: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1515

Opting OffOpting Off

The individual closes his/her cash The individual closes his/her cash assistance or “opts off” of cash assistance or “opts off” of cash assistance assistance

The closure To-Do is received The closure To-Do is received Review the case in the FLORIDA system Review the case in the FLORIDA system Determine the last month the participant Determine the last month the participant

will receive cash assistancewill receive cash assistance Because the individual received Because the individual received

assistance for the month and is included assistance for the month and is included in the denominator of the participation in the denominator of the participation rate, attempt to engage the participantrate, attempt to engage the participant

Page 16: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1616

Determine the last month the family will Determine the last month the family will receive cash assistance using the FLORIDA receive cash assistance using the FLORIDA systemsystem

Set a To-Do on the OSST system for the first Set a To-Do on the OSST system for the first day after the last month of cash assistanceday after the last month of cash assistance For example, the last month the individual will For example, the last month the individual will

receive cash assistance is October 2007receive cash assistance is October 2007

Set a To-Do to review the case around the last day Set a To-Do to review the case around the last day the family receives cash assistance the family receives cash assistance

• The Start Date of the To-Do should be a few days before The Start Date of the To-Do should be a few days before November 1, 2007November 1, 2007

• The Due/End Date of the To-Do should be November 1, The Due/End Date of the To-Do should be November 1, 20072007

Opting OffOpting Off

Page 17: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1717

Opting OffOpting Off

Always review the case Always review the case in the FLORIDA system in the FLORIDA system before closing the casebefore closing the case

The individual may have The individual may have subsequently requested subsequently requested cash assistancecash assistance

DCF may have reopened DCF may have reopened the cash assistance and the cash assistance and referred the individual to referred the individual to the WT programthe WT program

Page 18: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1818

Opting OffOpting Off

If the individual fails to cooperate with If the individual fails to cooperate with the Individual Responsibility Plan or the Individual Responsibility Plan or refuses to participaterefuses to participate

Begin the counseling processBegin the counseling process

A sanction may be requested through the A sanction may be requested through the last month of cash assistancelast month of cash assistance

If the cash assistance terminates prior to a If the cash assistance terminates prior to a sanction being requested, close the case sanction being requested, close the case with the appropriate closure reasonwith the appropriate closure reason

Page 19: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

1919

Opting OffOpting Off What if the individual cooperates through the What if the individual cooperates through the

end of the last cash assistance month and does end of the last cash assistance month and does not have a job or does not begin getting not have a job or does not begin getting assistance againassistance again

Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen

Terminate services, activities, trainings, jobs, Terminate services, activities, trainings, jobs, deferrals and satisfy other required program deferrals and satisfy other required program elementselements

Go to the Case at a Glance screen and select the Go to the Case at a Glance screen and select the action “Closure”action “Closure”

Select the correct closure reason - “Assistance Select the correct closure reason - “Assistance Cancelled”Cancelled”

Page 20: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2020

Quick QuestionQuick Question What if the individual started a job before the What if the individual started a job before the

cash assistance closure To-Do was received cash assistance closure To-Do was received and continues to receive services after the last and continues to receive services after the last month of cash assistance is received?month of cash assistance is received?

Continue to engage the participant through the Continue to engage the participant through the lastlast month of cash assistancemonth of cash assistance

Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen

Terminate services, activities, trainings, deferrals and Terminate services, activities, trainings, deferrals and satisfy other required program elementssatisfy other required program elements

Do not close the job on the Skill Development screenDo not close the job on the Skill Development screen

Go to the Case at a Glance screen Go to the Case at a Glance screen

• Change the case status to transitional after the last Change the case status to transitional after the last month of cash assistance is receivedmonth of cash assistance is received

Page 21: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2121

Changing the Case StatusChanging the Case Status

On the Case at a Glance screen,Select the “Edit” icon under the section

“Demographic Information”.

Page 22: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2222

Changing the Case StatusChanging the Case Status

Select “Transitional” from the Change OSST RegistrationStatus drop down. Do not forget to select “Save”.

Page 23: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2323

Changing the Case StatusChanging the Case Status

The OSST case header will now show the The OSST case header will now show the OSST status as transitionalOSST status as transitional

Transitional services, activities and Transitional services, activities and training can be entered on the Skill training can be entered on the Skill Development screenDevelopment screen

Blocks to enter hours of participation will Blocks to enter hours of participation will not be generated, so do not change the not be generated, so do not change the case status to transitional until after the case status to transitional until after the last month of cash assistance is receivedlast month of cash assistance is received

Page 24: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2424

Changing the Case StatusChanging the Case Status

The case header looks a manila folder. A benefit status called “FLA Status”shows if the cash or food stamps case is “open” in the FLORIDA system based

on the latest interface record. The case header also displays the statusof the OSST case and the household affiliation.

In the example above, the OSST case is transitional (TS) and open. The“PA” indicates that the case is located in a WT unit and is a single parent

family.

Page 25: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2525

ExemptionExemption

Case Closure “To Do” is received when Case Closure “To Do” is received when the individual is exempt from WT the individual is exempt from WT program participation program participation Close the case in OSST immediately Close the case in OSST immediately

• Do not wait until after the last month of cash Do not wait until after the last month of cash assistance is receivedassistance is received

If the individual is still receiving TCA and If the individual is still receiving TCA and wants to participate in the WT program, the wants to participate in the WT program, the individual must ask DCF to change the individual must ask DCF to change the referral code to “exempt volunteer” or “57”referral code to “exempt volunteer” or “57”

Page 26: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2626

Quick QuestionQuick Question

Case Closure “To Dos” often include Case Closure “To Dos” often include language stating the case is language stating the case is “exempt.” Should we close all cases “exempt.” Should we close all cases with this language immediately?with this language immediately?

No, before closing the case or setting a “To-No, before closing the case or setting a “To-Do” to close the case after the last month of Do” to close the case after the last month of cash assistance is received, check the cash assistance is received, check the FLORIDA system to determine the reason the FLORIDA system to determine the reason the cash assistance is closingcash assistance is closing

Page 27: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2727

ExemptionExemption

Terminate the services, Terminate the services, activities, trainings, activities, trainings, jobs, deferrals and pre-jobs, deferrals and pre-penaltiespenalties

Go to the Case at a Go to the Case at a Glance screen Glance screen

Select “Closure” in the Select “Closure” in the Select an Action drop-Select an Action drop-down boxdown box

The user should enter The user should enter the Reason Code the Reason Code “Became Exempt”“Became Exempt”

Page 28: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2828

Quick QuestionQuick Question

The individual is not in compliance. The The individual is not in compliance. The individual has been counseled, and a sanction individual has been counseled, and a sanction should be requested tomorrow if (s)he does should be requested tomorrow if (s)he does not contact the Career Center. Should the not contact the Career Center. Should the case still be closed if the case has become case still be closed if the case has become exempt?exempt?

First, check the reason the case is closing on First, check the reason the case is closing on the FLORIDA systemthe FLORIDA system

Verify the individual is exempt from Verify the individual is exempt from participationparticipation

If the individual is exempt based on a referral If the individual is exempt based on a referral code entered on the referral screen, yescode entered on the referral screen, yes

Page 29: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

2929

Welfare Transition Sanction Welfare Transition Sanction (Work Penalty)(Work Penalty)

Work program sanction is Work program sanction is requested requested by the RWB by the RWB and the sanction is and the sanction is imposed imposed by DCFby DCF

Case Closure “To Do” should be received when Case Closure “To Do” should be received when DCF actually imposes the sanctionDCF actually imposes the sanction

Case closure and/orCase closure and/or

Sanction imposedSanction imposed

Verify the closure reason in the FLORIDA systemVerify the closure reason in the FLORIDA system

Close case immediately in OSST Close case immediately in OSST

Sanctioned individuals are not eligible for Sanctioned individuals are not eligible for transitional servicestransitional services

Page 30: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3030

Quick QuestionQuick Question

What happens if staff are not receiving What happens if staff are not receiving closure or sanction imposed To-Dos on a closure or sanction imposed To-Dos on a regular basis?regular basis?

Create a Case Closure or Special Alert To-Do for Create a Case Closure or Special Alert To-Do for ten days after the sanction is requestedten days after the sanction is requested

Give DCF ten days from the date the sanction is Give DCF ten days from the date the sanction is requested in the system to take actionrequested in the system to take action

If a closure or sanction imposed notice has not If a closure or sanction imposed notice has not been received in the ten days, the Case Closure been received in the ten days, the Case Closure To-Do will remind the user to check the caseTo-Do will remind the user to check the case

Page 31: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3131

Quick QuestionQuick Question If the case is still open in OSST when the If the case is still open in OSST when the

reminder to review the case, the To-Do, appears reminder to review the case, the To-Do, appears on the To-Do list, review the case in the FLORIDA on the To-Do list, review the case in the FLORIDA systemsystem

If the sanction has been imposed by DCF and the If the sanction has been imposed by DCF and the cash assistance is closed, the case may be cash assistance is closed, the case may be terminated in OSSTterminated in OSST

The screens displaying the imposed sanction, and The screens displaying the imposed sanction, and cash assistance closure must be printed and cash assistance closure must be printed and retained in the case fileretained in the case file

Enter a case note detailing the case closure Enter a case note detailing the case closure processprocess

Page 32: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3232

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

The individual fails to cooperate with The individual fails to cooperate with DCF; as a result, the DCF terminates DCF; as a result, the DCF terminates the family’s benefits and/or closes the the family’s benefits and/or closes the casecase

A Case Closure “To Do” is received on a A Case Closure “To Do” is received on a mandatory case when DCF is unable to mandatory case when DCF is unable to determine continued eligibility determine continued eligibility

This may be a result of the individual not This may be a result of the individual not attending an appointment or providing attending an appointment or providing required documentationrequired documentation

Page 33: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3333

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Steps to close the case in the OSST systemSteps to close the case in the OSST system

Review the case in the FLORIDA SystemReview the case in the FLORIDA System

Determine the last month the individual will Determine the last month the individual will receive cash assistancereceive cash assistance

Because the individual received cash for the Because the individual received cash for the month and the individual is included in the month and the individual is included in the denominator of the participation rate, attempt to denominator of the participation rate, attempt to engage the participantengage the participant

Enter participation information through the last Enter participation information through the last month that cash assistance is receivedmonth that cash assistance is received

• Ensure to record participation in the OSST systemEnsure to record participation in the OSST system

Page 34: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3434

Determine the last month the individual Determine the last month the individual will receive cash assistance using the will receive cash assistance using the FLORIDA systemFLORIDA system

Set a To-Do on the OSST system for the Set a To-Do on the OSST system for the first day after the last month of cash first day after the last month of cash assistanceassistance For example, the last month the individual For example, the last month the individual

will receive cash assistance is November will receive cash assistance is November 20072007

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Page 35: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3535

ContinuedContinued

Set a To-Do to review the case around the Set a To-Do to review the case around the last day the family receives cash last day the family receives cash assistance assistance

• The Start Date of the To-Do should be a few The Start Date of the To-Do should be a few days before December 1, 2007days before December 1, 2007

• The Due/End Date of the To-Do should be The Due/End Date of the To-Do should be December 1, 2007December 1, 2007

Page 36: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3636

If the individual complies If the individual complies through the last month of cash through the last month of cash assistance receipt and does assistance receipt and does not begin to receive assistance not begin to receive assistance again as a result of again as a result of cooperating with DCFcooperating with DCF

Close all services, trainings, Close all services, trainings, activities, jobs and deferralsactivities, jobs and deferrals

Close the case with the reason Close the case with the reason code “Assistance Cancelled”code “Assistance Cancelled”

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Page 37: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3737

Always review the case in Always review the case in the FLORIDA system before the FLORIDA system before closing the case in OSSTclosing the case in OSST

The individual may have The individual may have subsequently requested subsequently requested cash assistance and cash assistance and complied with DCFcomplied with DCF

DCF may have reopened the DCF may have reopened the cash assistance and referred cash assistance and referred the individual to the WT the individual to the WT programprogram

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Page 38: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3838

If the individual fails to cooperate with the If the individual fails to cooperate with the Individual Responsibility Plan or refuses Individual Responsibility Plan or refuses to participateto participate Begin the counseling processBegin the counseling process

A sanction may be requested through the last A sanction may be requested through the last month of cash assistancemonth of cash assistance

If the cash assistance ends (the last month of If the cash assistance ends (the last month of receipt expires) prior to a sanction being receipt expires) prior to a sanction being requested, close the case with the appropriate requested, close the case with the appropriate closure reason on the Case at a Glance screenclosure reason on the Case at a Glance screen

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Page 39: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

3939

What if the individual started a job before What if the individual started a job before the cash assistance closed due to failure to the cash assistance closed due to failure to recertify? Is the family eligible for recertify? Is the family eligible for transitional benefits?transitional benefits?

If the family is eligible, transitional services If the family is eligible, transitional services may be providedmay be provided

Review the family’s information for eligibility for Review the family’s information for eligibility for transitional servicestransitional services

The family must be determined eligible before The family must be determined eligible before transitional services are receivedtransitional services are received

Quick QuestionQuick Question

Page 40: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4040

If the family meets eligibility requirements and is If the family meets eligibility requirements and is receiving transitional services, the case status receiving transitional services, the case status should be changed to transitional after the last should be changed to transitional after the last month of cash assistance receipt has endedmonth of cash assistance receipt has ended

Continue to engage the participant through the Continue to engage the participant through the last month of cash assistancelast month of cash assistance Update the hours of compliance on the “JPR” screenUpdate the hours of compliance on the “JPR” screen

Terminate services, activities, trainings, deferrals and Terminate services, activities, trainings, deferrals and satisfy other required program elementssatisfy other required program elements

Do not close the job on the Skill Development screenDo not close the job on the Skill Development screen

Go to the Case at a Glance screen Go to the Case at a Glance screen

Change the case status to transitional after the last Change the case status to transitional after the last month of cash assistance is receivedmonth of cash assistance is received

Unable to Determine Continued Unable to Determine Continued Eligibility (DCF)Eligibility (DCF)

Page 41: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4141

EmploymentEmployment A Case Closure “To-Do” is received because A Case Closure “To-Do” is received because

the individual is working and DCF has the individual is working and DCF has budgeted the earningsbudgeted the earnings

The family’s cash assistance closesThe family’s cash assistance closes Review case in the FLORIDA SystemReview case in the FLORIDA System

Determine the last month the individual will receive Determine the last month the individual will receive cash assistancecash assistance

Because the individual received cash for the month Because the individual received cash for the month and the individual is included in the denominator and the individual is included in the denominator of the participation rate, attempt to engage the of the participation rate, attempt to engage the participantparticipant

Enter participation information through the last Enter participation information through the last month that cash assistance is receivedmonth that cash assistance is received

Page 42: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4242

Determine the last month the individual will Determine the last month the individual will receive cash assistance using the FLORIDA receive cash assistance using the FLORIDA systemsystem

Set a To-Do on the OSST system for the first Set a To-Do on the OSST system for the first day after the last month of cash assistanceday after the last month of cash assistance For example, the last month the individual will For example, the last month the individual will

receive cash assistance is November 2007receive cash assistance is November 2007

Set a To-Do to review the case around the last day Set a To-Do to review the case around the last day the family receives cash assistancethe family receives cash assistance

• The Start Date of the To-Do should be a few days before The Start Date of the To-Do should be a few days before December 1, 2007December 1, 2007

• The Due/End Date of the To-Do should be December 1, The Due/End Date of the To-Do should be December 1, 20072007

EmploymentEmployment

Page 43: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4343

EmploymentEmployment

Engage the participant and encourage Engage the participant and encourage the participant to continue workingthe participant to continue working

If the participant indicates that work is not If the participant indicates that work is not going well, work with the participant to going well, work with the participant to retain employment or get another job retain employment or get another job instead of quittinginstead of quitting

Continue to update JPRs through the Continue to update JPRs through the last month of cash assistance receiptlast month of cash assistance receipt

Do not request a sanction for failure to Do not request a sanction for failure to participate or provide requested participate or provide requested documentation after a Case Closure documentation after a Case Closure To-Do has been receivedTo-Do has been received

Page 44: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4444

Employment (Continued)Employment (Continued) If the participant does not comply with the If the participant does not comply with the

programprogram

Terminate support services, trainings, activities, Terminate support services, trainings, activities, employment, pre-penalty entries and deferralsemployment, pre-penalty entries and deferrals

The participant must be notified of the ability to The participant must be notified of the ability to request transitional servicesrequest transitional services

• Mail the Transitional Services Reminder letterMail the Transitional Services Reminder letter

• If the individual subsequently requests transitional If the individual subsequently requests transitional services and the family is eligible for transitional services and the family is eligible for transitional services, the case may be re-opened and the status services, the case may be re-opened and the status updatedupdated

Close the case with the reason code “Employment”Close the case with the reason code “Employment”

Page 45: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4545

Quick QuestionQuick Question

If the employment service If the employment service has been closed on the has been closed on the job skill screen, and the job skill screen, and the participant comes back for participant comes back for transitional services, transitional services, should we enter a new job should we enter a new job on the Skill Development on the Skill Development screen?screen? NoNo

Then how do we update Then how do we update employment information?employment information?

Page 46: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4646

Quick QuestionQuick Question

Follow-up records may be entered on each job entry.

A hyperlink is displayed to the rightof the job entry.

Enter a new employment entry onthe Skill Development screen if the

individual secures a new job.

Page 47: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4747

Follow-up InformationFollow-up Information

The user must enter the date the follow-up was conducted, the name of the contact spoken to (or if documentation was

secured), the wages the individual was making at the time the follow-up was conducted, the number of hours the participant

is working, etc.

Page 48: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4848

Another QuestionAnother Question

If the case status is If the case status is transitional and the transitional and the individual secures a individual secures a new job, should the new job, should the new job be entered new job be entered in OSST? in OSST?

Page 49: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

4949

Subsequent EmploymentSubsequent Employment

YesYes

Any time an individual is Any time an individual is engaged by the WT program engaged by the WT program and the individual secures a and the individual secures a new job, the employment new job, the employment should be entered in OSSTshould be entered in OSST

Page 50: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5050

Transitional ServicesTransitional Services

If the individual secures employment prior If the individual secures employment prior to cash assistance closing for one of the to cash assistance closing for one of the following reasons, the family may be following reasons, the family may be reviewed for transitional servicesreviewed for transitional services EarningsEarnings CSE sanctionCSE sanction Opting offOpting off Failure to recertify or comply with DCFFailure to recertify or comply with DCF

The family must be found eligible for The family must be found eligible for transitional services prior to the receipt of transitional services prior to the receipt of transitional servicestransitional services

Page 51: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5151

Transitional ServiceTransitional Service

If the cash assistance benefit is closed If the cash assistance benefit is closed by the DCF, the family must be by the DCF, the family must be informed of the ability to receive informed of the ability to receive transitional servicestransitional services

Before the case is closed in OSST, the Before the case is closed in OSST, the RWB must send notification of transitional RWB must send notification of transitional servicesservices

Notification must be sent before or at Notification must be sent before or at the closure of the OSST casethe closure of the OSST case

Page 52: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5252

Quick QuestionQuick Question

Can you please Can you please review the process review the process to change the case to change the case status in OSST?status in OSST?

Page 53: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5353

Changing the Case Status to Changing the Case Status to TransitionalTransitional

Once the last month of cash assistanceis received and all information is updated,

the case status can be changed.

On the Case at a Glance screen,Select the “Edit” icon under the section

“Demographic Information”.

Page 54: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5454

Changing the Case Status to Changing the Case Status to TransitionalTransitional

Select “Transitional” from the Change OSST RegistrationStatus dropdown. Select “Save”.

Page 55: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5555

Changing the Case Status to Changing the Case Status to TransitionalTransitional

The case header will now show the OSST The case header will now show the OSST status as transitionalstatus as transitional

Transitional services, training and Transitional services, training and activities can be entered on the Skill activities can be entered on the Skill Development screenDevelopment screen

Blocks to enter hours of participation will Blocks to enter hours of participation will not be generated, so do not change the not be generated, so do not change the case status to transitional until case status to transitional until afterafter the the last month of cash assistance is receivedlast month of cash assistance is received

Page 56: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5656

Quick QuestionQuick Question

An applicant for cash assistance is An applicant for cash assistance is approved for a diversion payment or approved for a diversion payment or diversion servicediversion service

The individual secures employment in The individual secures employment in the required period of time based on the required period of time based on the guidance paperthe guidance paper

Should the case status remain Should the case status remain “Applicant”?“Applicant”?

Page 57: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5757

Quick QuestionQuick Question

NoNo

Once the individual begins to receive transitional Once the individual begins to receive transitional services, the case status must be changed to services, the case status must be changed to transitionaltransitional

Employment must be recorded in the OSST Employment must be recorded in the OSST systemsystem

Eligibility for transitional services must be Eligibility for transitional services must be determined prior to transitional services being determined prior to transitional services being receivedreceived

Documentation to support eligibility for Documentation to support eligibility for transitional services must be retained in the case transitional services must be retained in the case filefile

Page 58: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5858

ReminderReminder Before the case is closed or the case Before the case is closed or the case

status is changed to “Transitional”, status is changed to “Transitional”, check the case in the FLORIDA check the case in the FLORIDA system to confirm the case is not system to confirm the case is not referred to the WT program and cash referred to the WT program and cash assistance is closedassistance is closed

Do not close the case or change the Do not close the case or change the case status in OSST (with the case status in OSST (with the exception of exemptions or work exception of exemptions or work program sanctions) until the last program sanctions) until the last month TCA received has ended month TCA received has ended

The OSST closure reason should The OSST closure reason should reflect the reason the cash reflect the reason the cash assistance case closedassistance case closed

Page 59: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

5959

ReminderReminder

The OSST closure date should reflect The OSST closure date should reflect the date the RWB provider closed the the date the RWB provider closed the case in the OSST systemcase in the OSST system

Enter clear case notes regarding the Enter clear case notes regarding the case closure or the change in OSST case closure or the change in OSST case statuscase status

Page 60: 1 Closing Welfare Transition Cases and Changing Welfare Transition Case Status One-Stop Service Tracking (OSST) System 2007-2008

6060

SummarySummary

Cases close for a variety of reasonsCases close for a variety of reasons

Always investigate the reason cash Always investigate the reason cash assistance closed on the FLORIDA system assistance closed on the FLORIDA system before taking any action in OSSTbefore taking any action in OSST

Engage the participant through the last Engage the participant through the last month of cash assistance receipt if month of cash assistance receipt if appropriateappropriate

Close the case or change the case status in Close the case or change the case status in OSST when appropriate based on the reason OSST when appropriate based on the reason the cash assistance ended the cash assistance ended

An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this document may be An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this document may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.