Exhibit_C_-_Case_Read_Accuracy_Tool.pdf

Exhibit C - Case Read Accuracy Tool

Review Month: AZTECS Case #:

Date of Review: Application Month:

Contractor: Cost Center:

Case Name: Program:

Jobs ID: Completed Date:

Y N N/A

Y N N/A

Y N N/A

Y N N/A

Y N N/A

Y N N/A

COMMENTS

3) Was the Initial Assessment completed?

1) If Coordinated case planning is indicated: Has the SPECIAL PROGRAM FLAG field on the Jobs Automated System (JAS) Client Profile screen (NIS040) been updated with the appropriate code?

2) Was an appropriate referral completed using the Referral to Child Care screen (NIS090) in the Jobs Automated System (JAS) to notify the Child Care Administration of the participants need for child care, if applicable?

1) Was the Jobs Program Rights and Responsibilities signed and placed in the case record?

B. CASE MANAGEMENT

A. ASSESSMENT

2) If Child Care was requested, was the Child Care Rights and Responsibilities (CC-001-A) signed and placed in the case record?

5) Was Jobs Automated System (JAS) updated with clients most current educational information?

6) If participant does not have a high school diploma or GED, is there evidence the Case Manager (CM) discussed the employment-related advantages, determined client's interest, and offered assistance in obtaining a diploma or GED to interested individuals? Were educational and training services offered; if yes, has the type of educational and training services offered been updated in Jobs Automated System

(JAS), documented on the Employment & Career Development Plan (ECDP) and referrals completed?

4) Was the Client evaluated to determine if a specialized assesment was necessary?

COMMENTS

COMMENTS

COMMENTS

COMMENTSD. POST EMPLOYMENT AND TRANSITIONAL SERVICES

5) Was the ECDP signed by the Case Manager and Client

F. DEFERRAL/EXCLUSION

3) Was written notification of eligibility for education and training opportunities to support job retention provided and was the case documented?

4) If applicable, was a “T” referral sent to Child Care as soon as it was discovered that the TANF case closed due to employment?

3) Did the participant do Job Search for 12 weeks or less in a 12 month period?

1) Is the participant being contacted at a minimum, 30 and up to 180 days after the placement in permanent unsubsidized employment to determine the client's status and evaluate if additional support services, case management or assistance with transitional child care issues or other transitional services or support is needed?

COMMENTS

E. CLIENT COMPLIANCE AND SANCTIONING

1) Was a notice requesting good cause for non-participation issued within two workdays of missed appt?

2) If the activity is Job Search, did the participant complete Job Search for 4 consecutive weeks or less in a 12 week period?

C. EMPLOYMENT AND CAREER DEVELOPMENT PLAN (ECDP) Development

1) If the participant exceeded deemed hours, and was owed an FLSA payment, was the payment processed by the seventh day of the following month?

2) Was a notice requesting good cause for non-participation issued within two workdays of the date of discovery of non-compliance with an assigned work activity?

2) Was written notification of eligibility for transitional services provided and was the case documented?

4) If the activity is Vocational Education, was the participant in Vocational Education for 52 weeks or less in a lifetime?

D050642 Cross-Out

EA QA - Jobs Program Case Review Tool FFY16

Y N N/A

COMMENTS:

6) Is the deferral end date current?

4) Does the documented verification support all reimbursement(s) issued to the Contractor?

3) Were the appropriate Status/Reason Codes assigned with correct dates?

COMMENTSG. JAS/AZTECS/PAYMENTS/REIMBURSEMENTS/PARTICIPATION

1) If the participant is excluded from participation, (50/57) is there supporting documentation for the exclusion?

2) Have all participation hours been entered into JAS and been verified with supporting documentation according to the TANF Work

Verification Plan?

1) Is the current Employment Career Development Plan (ECDP) entered/updated in JAS?

4) If the participant is in a deferred status, for a child < 1 (50/56), is there a qualifying child residing in the household?

5) Was the participant notified in writing of the period of time they are deferred/excluded from participation and the reason for the deferral/exclusion?

3) If the participant has been Deferred due to a disability are they being contacted at least monthly to re-assess and review the status of a person's deferment from required activities due to medical purposes.

2) If participant as been Deferred due to a disability, does the disability statement meet the requirements to place the participant in a deferred status?