Case Transfers

Manage Case Assignment Screen

The appropriate procedure below must be followed based on case status:

  • The EW Supervisor must complete the Manage Case Assignment window. When the EW Supervisor completes this window, the case transfer is authorized.

The Manage Case Assignment window is used for ALL case transfers, including but not limited to:

  • Intake to continuing,
  • Regular case transfers,
  • Mass transfers, or
  • Case rejects.

Special Case Characteristics

Case transfers considered to have special characteristics are as follows, but not limited to:

Type of Case District Office Responsible
CAPI R1 Bureau (General Assistance)
ABAWD R1 Bureau (General Assistance)
Alcohol/Drug Rehabilitation Treatment Center Cases R1 Bureau (General Assistance)
LTC A7 Bureau (BSC)
VMC DM Bureau (MBA)
Special Languages All District Offices (Refer to Special Language Locator)

IHSS 

Medi-Cal on IHSS Case

H4 Bureau (IHSS)

A7 Bureau (BSC)
Confidential

A6 Bureau (CBS)

DL Bureau (SC)

R1 Bureau (GA)
Sensitive All District Offices
Craig v. Bonta

A5 Bureau (AAC) - Intake

A7 Bureau (BSC) - Continuing
Rejects All District Offices
Companion Cases District Office Where Companion Case is Located
SARC Cases A7 Bureau (BSC)

Note: Prior to transferring a confidential case, the Supervisor must call the Supervisor of the designated office caseload in the A6, DL or R1 bureau to ensure there is room for assigning the case.

Mass Transfers

  • When changes require caseload shifts, DEBS Managers will determine/ negotiate transfer criteria.
  • Cases identified as a mass transfer may not be rejected. Exceptions for rejection MUST be negotiated by DEBS Managers.

Case Transfer Procedures

Staff must complete the following steps when transferring a case:

Stage WHO ACTION
1 EW
  • Determines the case is ready for transfer (e.g. RE is completed if due in future month, GA/GR Employment Services has been deregistered for cases where GA is denied/discontinued, etc.)
  • Prints a Manage Case Assignment screen print for the case.
  • Submits the screen print to the Supervisor for sign-off.
2 EW Supervisor
  • Authorizes transfer by completing the Manage Case Assignment window for e-cases.
3 Clerical Staff/ Control Clerk
  • Checks census tract and program.

    • Note: If any of these items are incorrect, the case will be returned to the EW Supervisor.

  • Completes additional transfer procedures.
  • Updates all appropriate programs to appropriate Case Load Number, as per district office procedures.
  • Completes case assignment.

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