SUBJECT:
IMU5 CHANGES
DISCUSSION:
The IMU5 system is being upgraded the weekend of October 8, 2005. Upon implementation of these changes, income information gathered on the Individual Data Screen for each individual must total the gross income amount recorded in Field 41 of the Case Data Screen. These changes allow for more detailed income information to be gathered. Capturing more detailed income information improves the ability to identify changes reported through wage matches and will help facilitate the conversion process when the Family Healthcare programs move to FAMIS. The IMU5 Code Sheet is revised to reflect the system entry changes.
IMU5 SYSTEM CHANGES -- “A” SCREEN:
- Field 8a: Two-Parent Code - Eliminated, as no longer necessary.
- Field 20: SSI Amount - Eliminated. Information is moved to the “B” screen.
- Field 31: Medicaid Coverage - Prior Quarter -- Eliminated.
- Field 31A and B: Vendor Req Date and Verif Rec Date - New fields to be implemented in the future. More information regarding these fields will be available at that time.
IMU5 SYSTEM CHANGES -- “B” SCREEN:
The Individual Data Screen is expanded to two pages. The first page is Field 13 - Individual Data, with the screen identifier ((13O) Individual DCN) on the second line in the upper left corner. The second page is Field 14 - Individual Data, with the screen identifier ((14O) Individual DCN) on the second line in the upper left corner. When approving or updating cases and accessing the individual, Field 14 displays after entering information in Field 13.
The individual's income information is to be input into the appropriate income screens on Field 14 and must reflect the income used to compute the budget information on the Case Data Screen (“A” screen). The following revisions affect these pages.
Field 13 - Individual Data Screen
- Field H: Alien Status - Has changed location, was previously captured in Field K.
- Field H2: Date of Entry - Has changed location, was previously captured in Field T.
- Field I: Q-L-W - Has changed location, was previously captured in Field M1.
- Field I2: Q-L-W Date - Has changed location, was previously captured in Field M2.
- Field J: Newborn - Has changed location, was previously captured in Field O2.
- Field J2: Ins - Has changed location, was previously captured in Field O3.
- Field K: SSA Claim # -- Has changed location, was previously captured in Field I.
- Field M: $30 or 1/3 Date -- Has changed location, was previously captured in Field R.
- Field N: $30 or 2/3 Date -- Has changed location, was previously captured in Field S.
- Field O: Sp Income -- Has changed location, was previously captured in Field V.
- Field P: Utl Std -- Has changed location, was previously captured in Field W.
- Field Q: Main Std -- Has changed location, was previously captured in Field X.
- Field R: Shel Exp -- Has changed location, was previously captured in Field Y.
Field 14 - Individual Data Screen
This screen incorporates individual income and expense information used on the current budget. Income information gathered on this screen for each individual must total the gross income amount recorded in Field 41 of the Case Data Screen (“A” screen) or the case will show an edit (0455 GROSS INCOME MUST EQUAL ALL INDIVIDUAL INCOME).
- Individual identifying information is included as it is now in Field 13. This includes Birthdate, Race, Sex, SSN and Ver Fields.
- Field E: Chdcare Exp - New field. Record the amount of childcare expense allowable for the assistance group in this field. Only record this information on the Head of Household's screen.
- Field F: VA - New field. Record the individual's gross Veteran's Assistance income in this field.
- Field G: Unemploy - New field. Record the individual's gross Unemployment Compensation income in this field.
- Field H: Work Comp - New field. Record the individual's gross Worker's Compensation income in this field.
- Field I: Child Supp - New field. Record the individual's gross child support in this field (minus $50 disregard if budgeted). This income should be recorded on the appropriate child(ren)'s screen, not the parent's individual screen. Exception: If the child support is for a child out of the home, record the amount included in the budget on the parent's screen.
- Field J: Stp-Pt Contrib - New field. Record the step-parent's deemed income portion/contribution on the Head of Household's screen.
- Field K: Earn Incm - New field. Record the individual's gross earned income in this field.
- Field L: Other Unearned Inc – New field. Record the individual’s gross other unearned income information in this field. Only enter income that does not meet the definitions of any of the other unearned income fields. NOTE: For MPW cases, enter the income included in the budget from other assistance group members in this field.
- Field M: SSI - This field has changed locations. SSI gross income for the case was previously captured in Field 20 on the Case Data Screen. It is now being entered on an individual basis.
- Field N: OASDI - Has changed location, was previously captured in Field 13J.
- Field O: Health Insurance - New field. Record the individual's health insurance expense. This field is used only for cases that include health insurance costs in the budget.
- Field P: Deemed MP Inc-New field. Record income deemed to a Minor Parent in this field. Only record income information on the Minor Parent's screen.
Eliminated Fields
The following fields are eliminated from Field 13:
- M3 through M6, and
- P1 and P2.
Information previously entered in these fields relates to the Temporary Assistance Program and is now being captured in FAMIS.
IMU5 CODE SHEET:
The IMU5 Code Sheet is updated to reflect the field and program changes. It is strongly recommended that workers maintain copies of the IMU5 Code Sheet dated 12/04 for future reference for cases closed prior to October 8, 2005, which may reflect codes no longer in use.
Case Data Screen (“A” Screen) - Codes Eliminated
- Field 5: Case Actions
- 03 - Open order (GR only)
- Field 7: Reason for Rejection or Closing
- 04 - Child not deprived of parent care or support
- 64 - Not current or actively paying child support
- 65 - Not participating in Parents' Fair Share
- 68 - (SO only) System closing end of time limit
- Reached Lifetime Limit:
- 70 Refused to cooperate
- 71 Over income
- 72 Over resources
- 73 Not eligible for extension
- 74 Other
- Field 8: Two Parent Code
- Field 21: Minor Parent
- N - Minor parent case not required to live at home
- Field 23: MA-NC Eligibility Criteria
- T - Basic Coverage Group
- I - Medically Improved Group
- Field 25: Source of Income
- 15 - $10 minimum payment case
- Field 38A: Extended XIX
- 5 - Extended TM (System entry)
Field 13 Individual Data Screen - Codes Eliminated
- Field 13F: Unrelated Guardian
- All GAFP Only Codes - Codes G through M, and Q
- Field 13G: Level of Care
- J - MC+ for Pregnant Women and GR cash
- $ - Temporary Assistance Cash
- R - Custodial Parent
- F - Non-custodial Parent (125%)
- E - TM Extension
- Field 13G2: Sanction Reason/Reason for T-XIX Only
- All Temporary Assistance Only Codes - Includes Codes C, F, B, J, U, V and N
- 1 - Basic Coverage Group, premium
- 2 - Basic Coverage Group, non-premium
- 3 - Medically Improved Group, premium
- 4 - Medically Improved Group, non-premium
- Field 13G3: Sanction Type
- 1 - First sanction (Temporary Assistance)
- 2 - Second sanction (Temporary Assistance)
- Field 13M3: Education Level
- Field 13M4: Student/Training Status
- Field 13M5: Work Experience
- Field 13M6: Occupational Category
- Field 13P1: Work Requirement Codes
- Field 13P2: Exempt/Extension Reasons
- Field 13U: Individual Income
Codes Added to the Case Data Screen (“A” Screen)
- Field 27: Case Identifier
- K - Katrina Evacuees
- T - TEFRA Lien (Information regarding this code will follow in a later memo)
NECESSARY ACTION:
- Share this memo with appropriate staff.
- Retain copy of IMU5 Code Sheet Revision date 12/04.
ATTACHMENTS:
IMU5 Code Sheet (Revision date 10/05) 