| Action Needed |
If... |
Then... |
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Add-A-Person (adult/new- born/child). Refer to CW chapter 9 and CF HB 23 and for policy specific information.
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The client does not have the required forms/ verifications, |
- Provides the appropriate forms and list of the required verifications with a due date.
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| The client has the required forms/ verifications, |
- Collects the forms and verifications from the client
- Reviews for completeness.
- Makes copies of any required verifications.
- Date stamps the paperwork.
- Provides documents to Clerical, per office process, to scan into Imaging and auto-task creation.
Note: Add the child to Medi-Cal if requesting Immediate Need (IN).
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Case Information Questions. Refer to CW HB 10 and CF HB 25 for policy specific information.
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The program(s) is/are discontinued due to SAR 7 related issues, |
- Advises the client to complete their SAR 7 or a new application as appropriate.
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| The program(s) is/are discontinued due to any other reason and Good Cause exists, |
- Collects any necessary paperwork and provides to Clerical for Imaging and auto-Task creation, as appropriate
- Documents on the CalSAWS Journal Detail page actions taken and the Good Cause determination.
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| The program(s) is/are discontinued and Good Cause does NOT exist, |
- Provides the client the necessary forms for reapplication and advises the client to submit the completed forms as soon as possible.
- Documents on the CalSAWS Journal Detail page actions taken.
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| Change of Address/ Telephone Number/ email address |
The client reports new contact information, |
- Updates the new contact information in CalSAWS.
- Documents on the CalSAWS Journal Detail page.
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| The client reports changes to the shelter expenses, |
- Date stamps the received paperwork
- Submits the paperwork to be scanned.
- Provides the client with the CW 2200 form, if the shelter cost is questionable.
- Creates a Case Flag to follow up on the case.
- Documents on the CalSAWS Journal Detail page.
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| Completing Forms |
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- Assists the client with the completion of forms, if needed.
- Reviews the forms with the client and clarifies any questionable information.
- Provides to Clerical for Imaging and auto-Task creation if appropriate.
- Documents on the CalSAWS Journal Detail page.
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Homeless Assistance (HA)
Temporary Shelter (TS)
Permanent Housing (PH)
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The case is eligible for TS/ PH, |
- Provides the client with the application for TS/PH.
- Collects all necessary verifications.
- Process the TS/PH payment.
- Documents on the CalSAWS Journal Detail page.
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| The case is not eligible for TS/PH, |
- Explains the reasons for ineligibility
- Documents on the CalSAWS Journal Detail page.
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| Verification of Benefits (VOB) |
The client requests VOB, |
- Processes the VOB and provides it to the client waiting in the lobby.
- Documents on the CalSAWS Journal Detail page.
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