Case Transfers to Stage II Unit

Potential Stage II Child Care cases must be transferred to the Stage II Unit at 1879 Senter Road. Cases must meet the following criteria:

• The client is currently employed or attending school,
• The client needs child care payment services.
• Cash aid has been discontinued for all persons in the AU. The effective date of discontinuance cannot be for the current or future month.

Note: “Potential” is defined as all CWES clients who prior to cash aid discontinuance received child care payment services anytime in the last three months or who may NOW have a need fochild careree services as a result of employment.

Prior to transferring the case, the EC must review the case to ensure ALL case work is up-to-date. Cases with a pending “APP/CWES Referral & Communication” (SCD 1776) are not transferred to A9P2. Cases out of CWES Intake will go to CWES continuing first, then transferred to A9P2 when the SCD 1776 is transferred.

Guidelines (Cases to Stage II Unit at 1879 Senter Rd.)

Follow the general case guidelines below:

• Cases must include the following (IDM as appropriate):
  • “Acknowledgment of Limited Information” (SCD 103)
  • “Request for Employment Information” (SCD 549) form, letter from employer or current check stubs (verify work schedule)
  • All child care provider’s information
  • All documents received up to the point of transfer
  • Pre-printed Case Transfer “Contact-Action-Summary Case Transfer” (SCD 163T)
  • "License-Exempt TrustLine Pending Child Care Worksheet” (SCD 9) if TrustLine is pending when the case is ready for transfer.
• All documents must be appropriately scanned in IDM, following the case filing Structure for IDM, in IDM and Order of Filing in IDM. 
• Update all CalWIN windows as appropriate.
• Submit the case to Lead or Supervisor for transfer approval.
• Designated clerk:
  • Changes the CalWIN Worker number to A9P2, if appropriate
  • Records worker number (A9P2) and current date on the pre-printed “Contact-Action-Summary Case Transfer” (SCD 163T) form, and
  • Routes SCD 163T to A9P2.

Note: Post-Aid Services (PAS) cases (e.g. A9PS) with an outstanding “APP/CWES Referral & Communication” (SCD 1776) or cases with outstanding child care payments due to TrustLine being in pending status are NOT transferred until the SCD 1776 is returned and child care issues have been resolved.