June 2018 CBMS Build

Transcription

1 June 2018 CBMS Build

2 Before We Get Started Let us know how we are doing! Your questions are not being ignored. Attendance tracking is not immediate. We are recording. The Build Guide and PPT are available!

3 HCPF Projects

4 This project will make modifications to how CBMS determines the Monthly Budget Unit (MBU) in MAGI households for tax dependents and tax filers MA MAGI Updates to the Monthly Budget Unit (MBU) Logic Project 11149

5 The Change

6 What the Change Means to You and Who Will Be Affected Tax dependents/filers who apply and have someone who is not in their home,who is temporarily out of the home, or who is not a Colorado resident are required to add those individuals to the case Tax Information packet Tax dependents who pass away remain part of MBU until 1 of next year 2 exceptions Victim of Domestic Violence Homeless

7 Tax Dependents Individuals who are applying for benefits and declare that they are a tax dependent must now include the tax filer on their case. If they indicate on the application that they are a tax dependent, they will have to indicate whether the tax filer is on the application or not - this information will be entered into CBMS on several screens. Screens Include: Individual Demographics (important for exceptions), Case Individual, Individual Attributes, Individual Residency, The Individual Tax Information, Income Summary When the yes tax dependent not on application radio button is selected, the tax information packet will be generated. The tax packet is a change with this build as well and we will review the cover letter and the information packet in a few moments

8 Individual Demographics

9 Individual Attributes

10 Case Individual

11 Individual Tax Information

12 Tax Dependent Cover Letter

13 Tax Filer Form

14 Tax Filers Tax dependents not in the home added to case Will be included in household s MBU

15 MBU Flowchart

16 Knowledge Check True or False 20 year old tax dependent applies for MA on May 1, 2018 Declares to be a victim of domestic violence. The tax-filer does not have to be added to the case

17 Knowledge Check TRUE

18 Knowledge Check What is the MBU for the head of household? Tax filer (head of household) submits application for MAGI One tax dependent lives out of State Two additional tax dependents live in the home ** The head of household s MBU will be 4. ** Tax filer + 2 tax dependents in the home + tax dependent out of State.

19 Death of Tax Dependent

20 Death of Tax Dependent MBU will not change until January 1 st of the following year Income and resources of deceased excluded month after death NOA will be sent to head of household (MA0203) End of year EDBC batch run to remove tax dependent

21 Knowledge Check When will the MBU decrease MA Ongoing case Household Composition 3 (1 adult, 2 children) 1 tax filer, 2 dependents Reported death of tax dependent 04/05/2018, date of death 04/01/2018 **The MBU will remain three through 12/31/2018 then will go to an MBU of two 1/1/2019.

22 Knowledge Check When will the MBU decrease? MA ongoing case Household Comp; 5 (2 adults/3 children) 1 tax filer/4 tax dependents Reported death of tax dependent 02/01/2018 date of death 01/15/2018 ** The MBU will remain 5 through 12/31/2018 then will go to an MBU of four 1/1/2019. ** The MBU will not decrease prior to 1/1/2019 even if there is an RRR that is processed during that time.

23 Cases Ran Retroactively Rule will apply to any case initially being processed or when an existing case is ran retroactively

24 CBMS Changes

25 Individual Tax Information Page

26 Additional Information Page Added Fields

27 PEAK Changes

28 Updated Screens

29 Real Time Eligibility (RTE) Available No SIDMOD match for tax filer, spouse etc. will be routed Non-RTE Tax filer not in home will have information mapped to CBMS. Will not affect any combo cases - not requesting assistance

30 Correspondence

31 Anyone added to case not requesting assistance will receive a not requesting denial notice Applicant will receive: Tax Information Packet Denial notice if Tax Packet is not returned If packet is returned an approval or denial

32 Knowledge Check True or False 19 year old tax dependent applies for MA Tax filer lives in Nebraska and will receive the tax packet at their home address FALSE

33 Questions?

34 EBD Projects

35 The project will make updates to notices being sent to Adult Financial (AF), Colorado Works (CW), and Food Assistance (FA) customers. CBMS Correct Dates in EBD Notices Project #11756

36 The Change

37 What the Change Means to You Update wording on notices Adjust the benefit end dates Modify existing sanction notices

38 What the Change Is Modification to the benefit end date Before batch cutoff After batch cutoff Exceptions Rescinded cases During RRR

39 What the Change Is - AF Ongoing AF Unearned income on 6/15 (before batch) The NOA end date = 6/30

40 What the Change Is - AF Ongoing AF Unearned income on 6/23 (after batch) The NOA end date = 7/31

41 What the Change Is - CW Ongoing CW New income on 7/10 (before batch) The NOA end date = 7/31

42 What the Change Is - CW Ongoing CW New income on 5/27 (after batch) The NOA end date = 6/30

43 What the Change Is - FA The following individual will be sanctioned from receiving Food Assistance benefits because the Food Assistance Office has determined that Customer A is between 18 and 49 and there are no dependents under age 18 in the Food Assistance household..

44 What the Change Is - FA ABAWDs can exceed the 3 month benefit time limit without meeting the work requirement if they are less than 18 years old or over 49 years old or meet an exception due to one of the following.

45 Knowledge Check Change reported and verified on 5/3 Case processed on 5/11 A. 6/30 B. 5/31 C. 7/31 D. 4/30 B

46 Knowledge Check The age limit on the EF sanction notice and appeal will be updated to reflect a customer must be between 18 years old or over years old.. A. 22 B. 50 C. 49 D. 60 C

47 Additional CW Changes

48 Additional CW Changes Approval NOAs for RRR s Updated language when adding a person to an active case Combined sanction and closure NOAs

49 CW RRR RRR due 6/30 Received on 5/15 The day after batch cutoff 5/22

50 Individual Denial- CW Change reported Start month of June Denial notice triggered

51 Individual Denial - CW The customer will fail and a denial notice will be triggered. The NOA will read as follows: Colorado Works benefits have been denied for the following individual(s).

52 Individual Denial - CW

53 CW Sanction NOA The CW Sanction NOA has enhanced language, combining the sanction and closure NOA. The NOA for a third level sanction will read as follows: As of Month Year, your household doesn t qualify for Colorado Works because Customer A has a third (3rd) level sanction. Your household can t receive benefits for 3 month(s), from Month Year to Month Year.

54 CW Sanction NOA

55 CW Sanction NOA When more than one customer is sanctioned on an active CW case, the individual sanction levels are added together to get a combined sanction level.

56 First Level Sanction Paul and Robert both have first level sanctions 25% + 25% = 50% Reduction of 50% for 1 month

57 First Level Sanction NOA

58 Second Level Sanction Paul and Robert both have second level sanctions 50% + 50% = 100% Reduction of 100% for 1 month

59 Second Level Sanction NOA

60 Third Level Sanction Paul has a first level sanction and Robert has a third level sanction Cumulative sanction = 100% Reduction of 100% for 3 months

61 Third Level Sanction NOA

62 Knowledge Check When a CW RRR is processed, the case will run and the NOA sent to the customer on. A. The day before batch cutoff B. The first day of the next month C. Over night D. The day after batch cutoff D

63 Knowledge Check When more than one customer is sanctioned, the individual sanctions will be. C A. Multiplied B. Subtracted C. Combined D. Divided in half

64 Questions?

65 Thank You For all June 2018 Build projects and further training opportunities, visit TrainColorado.com for more information. Courses > CBMS Build Training > June 2018 CBMS Build Responses to questions that were unanswered during this session will be posted in a Q&A document at the same TrainColorado.com location on June 22, 2018.