Case Transfers - Post-Aid Services (PAS)

To foster client success and continued engagement, the Case Management AEC/EC and PAS EC will follow the steps below when transferring cases that are not initially set up for supportive services at the initial point of transfer.

A. The CM EC:

• Identifies employed clients to transfer to Post-Aid Services Unit. Prior to transferring the case, the EC must review the case to ensure ALL case work is up to date. Update CalWIN CASE COMMENTS with client information: Phone number and email address.
• Becomes aware individual is discontinued from cash aid, is employed, and has not submitted monthly income verifications/paycheck stubs. All documents must be appropriately scanned in IDM.
• Ensures EFU must be updated.
• Assigns case to one of the following activities in CalWIN:
  • PT Employed Retention Off Aid
  • FT Employed Retention Off Aid
• In CalWIN, under PAS activity assigns and approves the Transportation Services for three months from the beginning of the PAS period. 
• Authorizes and issues payment for one month in advance.

Note: Reason is to allow PAS-EC to engage client to allow client to submit monthly income verifications/pay stubs.

• Enters Case Comments indicating client is employed and no income verifications/paycheck stubs have been submitted.
• If there no documents and forms cases will be return to the Supervisor unit.
• Updates in CalWIN client’s email address and contact number.
• Ensures all documents are submitted and sent to IDM.
• Completes "Contact - Action Summary Case Transfer" (SCD 163-T) and submits to supervisor for review.

Note: PAS will keep the pre-existing business process for clients who are regularly submitting their employment verifications. Staff will continue using A9PS tracking caseload ID, and will continue assigning under FTE/PTE RET OFF AID activity with transportation, child care, and diaper supportive services for 12 months.

B. The PAS EC:

• Contacts client upon case assignment.
• Engages client within the first three business days to submit monthly income verifications/paycheck stubs

Note: A9PN cases will no longer transfer to assigned A9PN caseload ID.

• Engages client to submit monthly employment verifications.
• Sends communication or GIS102.
• Sends communication to client that transportation payments are ending if monthly income verification/paystub is not received.
• Updates case in CalWIN and enter Case Comments.
• Issues NOAs as needed.
• Ensures all documents are submitted and sent to IDM.
• If monthly income verification/paystub is not received, prepares case to transfer and continues to follow pre-existing business process for discontinuing a case.