MEMORANDUM

DISCUSSION:

Effective April, 2010, the Temporary Assistance Caseload Listing Report is added to Managed Reporting.  The report is available on the second of each month and displays information for the previous month.  The March 2010 report is available for viewing on April 2, 2010.  Cases are listed by caseload and sorted by Months of Assistance in descending order within a caseload.

NOTE: This report is the only notification the eligibility specialist receives when a participant reaches his/her Temporary Assistance (TA) 60-month lifetime limit on an active TA case.

This report is used to:

1. Determine what action is needed for participants reaching their TA 60-month lifetime limit.
   1. The column “Months of Asst” displays the total number of months from the Time Limit Tracking (TIMETRAK/FM6H) screen displayed in the fields “TA 60 Month Mandatory” and “TA 60 Month Hardship”.  The total is as of the date on the report, not the report run date.
2. Review to determine that sanction, exemption, exclusion and/or extension codes are correct.
3. See at a glance all TA cases in a caseload.
4. Discuss the following with the participant at application, reviews and interim contacts:
   1. TA 60-month lifetime limit, and
   2. The importance of participating in work activities with the Career Assistance Program (CAP).
5. Evaluate caseload management and caseloads.  A summary of the cases is provided at the bottom of the report.

ACCESSING THE TEMPORARY ASSISTANCE CASELOAD LISTING REPORT

To access the eligibility specialist report:

1. Sign on to Managed Reporting,
2. Double click on FAMIS Eligibility Specialist Reports, on the left side of the screen,
3. Expand TA Caseload on the right hand side and double click the blue icon next to TA Caseload,
4. Select report month,
5. Select report year, and
6. Click View Report button.

NOTE:  This report is available in PDF-version only.

The Eligibility Specialist Supervisor’s report includes a summary report and a detail report for each caseload.

To access the Eligibility Specialist Supervisor report:

1. Sign on to Managed Reporting,
2. Double click on FAMIS Eligibility Specialist Supervisor,
3. Expand Supervisor Reports on the right hand side and double click the blue icon next to Supervisor Reports,
4. From Select Report, click on drop down box and select TA Caseload (PDF only),
5. Select report month,
6. Select report year,
7. Select PDF Report Type, and
8. Click View Report button.

   NOTE:  This report is available in PDF-version only.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

CR