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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 1 of 31 Process-Based Training Development The Process-Based Training Development document provides detailed information regarding each phase of development and delivery, including recommended training modules. This document is intended for use by trainers, developers, supervisors, work group members, Program Area and Systems staff, or any individual interested in the breakdown of information for each phase. Phase Focus Time Frame Costs Needs Overview 1 Prepare for Process- Based Training Development Begin May 2016 End June 2016 None SDC will request Eligibility Site Trainers to gather all existing training materials and identify areas that must be included in the Process- Based training SDC will finish all current commitments (PDA, June Build Training) Existing training courses would continue to be facilitated while Process- Based training is developed

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Page 1: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 1 of 31

Process-Based Training Development The Process-Based Training Development document provides detailed information regarding each phase of development and delivery, including recommended training modules. This document is intended for use by trainers, developers, supervisors, work group members, Program Area and Systems staff, or any individual interested in the breakdown of information for each phase.

Phase Focus Time Frame

Costs Needs Overview

1 Prepare for Process-Based Training Development

Begin May 2016 End June 2016

None

SDC will request Eligibility Site Trainers to gather all existing training materials and identify areas that must be included in the Process- Based training

SDC will finish all current commitments (PDA, June Build Training) Existing training courses would continue to be facilitated while Process- Based training is developed

Page 2: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 2 of 31

Phase Focus Time Frame

Costs Needs Overview

2 Process- Based Training Development Common Eligibility and Application Processing

Begin June 2016 End January 2017

Contractors for WBT Development (SDC funded) Travel expenses for workgroup meetings (Eligibility Staff or SDC Staff-SDC funded if more than 60 miles) Conference line costs for development meetings (SDC funded)

Policy and Systems support to review, provide feedback, and approve materials Eligibility Site support to participate in subgroups for content development Regional Site set-up assistance (SDC staff, OIT technical support, Eligibility Site technical support) OIT Trainers develop/deliver training for CBMS Builds

Training would focus on Intake, Ongoing, RRR processes including assessments throughout training The Training Manual will be created as part of each module The majority of content is already available in Expanding Foundations course materials or through another sources (e.g. SNAP Chats, Thursday Think Tanks, Eligibility Site developed) QA findings, OLH and Help Desk Ticket feedback would be considered

Page 3: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 3 of 31

Phase Focus Time Frame

Costs Needs Overview

3 Process- Based Training Development Specialized Training Modules

Begin February 2017 End June 2017

Contractors for WBT Development (SDC funded) Travel expenses for workgroup meetings (Eligibility Staff or SDC Staff-SDC funded if more than 60 miles) Conference line costs for development meetings (SDC funded)

Policy and Systems support to review, provide feedback and approve materials Eligibility Site support to participate in subgroups for content development Lead Developers (SDC identified staff) Technical Developers (SDC identified staff, Contractors) Copy Editors (SDC identified staff, workgroup members) OIT Trainers develop/deliver training for CBMS Builds

Training would focus on Intake, Ongoing, RRR processes including assessments throughout training The Training Manual will be created as part of each module The majority of content is already available in Expanding Foundations course materials or through another sources (e.g. SNAP Chats, Thursday Think Tanks, Eligibility Site developed) QA findings, OLH and Help Desk Ticket feedback would be considered

Page 4: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 4 of 31

Training Development Phase 1 Focus: Prepare for Process-Based Training Development Time Frame:

• Begin May 2016 • End June 2016

Overview:

• Processes for development will be finalized • SDC will finish all current commitments (PDA, June Build Training) • SDC will request Eligibility Site Trainers to gather all existing training materials

and identify areas that must be included in Process-Based training

Activities Expected Begin Date

Assigned Expected Completion Date

Update existing Development Procedures

May 2016 SDC Managers May 2016

Ask Eligibility Sites to share/send SDC their existing training materials

May 2016 SDC Managers June 2016

Training Plan during Process-Based Training Development: Existing training courses (listed below) would continue to be facilitated or available (if WBT) while Process-Based training is developed.

Current CBMS Training Courses

Modality Inquiry Only

Work Force Development (WFD) and Employment First (EF)

MA Sites Benefit Recovery

(BR)

Application Initiation (AI) and

Interactive Interview (II)

The Beginning – What you need to know

WBT X X X X X

CBMS Home Page Tour

WBT X X X X X

Mapping the Health Care and Economic Security World

WBT X X X X X

Your Road to Resources

WBT X X X X X

Introduction to HLPGs WBT X X X X X Address Confidentiality Program

WBT X X X X X

Voter Registration WBT X X X X Civil Rights WBT X X X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 5 of 31

Current CBMS Training Courses

Modality Inquiry Only

Work Force Development (WFD) and Employment First (EF)

MA Sites Benefit Recovery

(BR)

Application Initiation (AI) and

Interactive Interview (II)

Client ID and State ID WBT

WBT X X X X

Understanding Poverty WBT X X X Building Effective Relationships

WBT X X X

Types of Applications WBT X X Processing Guidelines WBT X X Interviewing WBT X Application Initiation Overview

WBT X X

Application Initiation Walkthrough

WBT X X

Building Foundations Assessment

WBT X X X

Expanding Foundations Medical Assistance

ILT X X

Expanding Foundations Food Assistance

ILT X

Expanding Foundations Food Assistance Non-Citizens

WBT X

Expanding Foundations Food Assistance Shelter and Utility Allowances

WBT X

Expanding Foundations Food Assistance Students

WBT X

Expanding Foundations Colorado Works Assistance

ILT X

Introduction to Colorado Works

WBT X

Expanding Foundations Adult Financial Assistance

ILT X

Expanding Foundations Adult Financial Non-Citizens

WBT X

Expanding Foundations Adult

WBT X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 6 of 31

Current CBMS Training Courses

Modality Inquiry Only

Work Force Development (WFD) and Employment First (EF)

MA Sites Benefit Recovery

(BR)

Application Initiation (AI) and

Interactive Interview (II)

Financial Verifications and Interfaces Expanding Foundations Long Term Care

ILT X X

RRR Web Based Training

WBT X X

1095-B Health Insurance Tax Form

WBT X X

Food Assistance CAPER

WBT X

Introduction to Colorado Works

WBT X

Cognos WBT Optional Optional Optional Optional Optional

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 7 of 31

Training Development Phase 2 Focus: Process-Based Training Development – Common Eligibility and Application Processing Time Frame:

• Begin June 2016 • End January 2017

Overview:

• Training will focus on Intake, Ongoing and RRR processes • Agile Process will be used to develop training • The Process Manual will be created as part of each module • Expanding Foundations Lead Trainers continue to train courses and update

course materials until Process-Based Training development is complete • The majority of content is already available in Expanding Foundations course

materials or through another sources (e.g. SNAP Chats, Thursday Think Tanks, Eligibility Site developed)

• QA findings, OLH and Help Desk Ticket feedback would be considered • Assessments will be developed and given throughout the delivery in the form of

Knowledge Checks in addition to the final assessment • Modules can be used by all eligibility site staff (not just Pilot locations) • OIT Trainers will develop and deliver training for CBMS Builds during this phase

(process in place for development and delivery would continue to be used)

Activities Expected

Begin Date Assigned Expected

Completion Date Identify Implementation Team

June 1, 2016 SDC Managers, Eligibility

Site Managers/Trainers June 15, 2016

Finalize Draft Module List – Common Eligibility and Application Processing

June 16, 2016 Implementation Team June 22, 2016

Assign modules to teams

June 23, 2016 Implementation Team June 30, 2016

Development July 1, 2016 Implementation Team December 2017 Policy Review/Approval January 2017 CDHS and HCPF Policy January 2017 Begin Pilot February 2017 Pilot Team July 2017 Implement Common Eligibility and Application Processing Training for Pilot Sites

February 2017 SDC Lead Trainers Certified Trainers

Ongoing

Updates to Common Eligibility and Application Processing Training

February 2017 SDC Lead Expanding Foundations Trainers

Ongoing

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 8 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Core Training How to Access Training

• Using LMS (accessing Check Point (Assessment and Training Plan)s, certificates, transcripts, evaluation)

WBT X X X X X X X X

Address Confidentiality Program

WBT X X X X X X X X

Voter Registration WBT X X X X X X Civil Rights WBT X X X X X X X X Understanding Poverty WBT X X X X X X X X The Beginning – What you need to know)

WBT X X X X X X X X

Assessment – CBMS Access Certificate (Inquiry Only) Onboarding New Class

• Using Adobe • Class

Expectations • Using Cohorts • Logging into the

Training Environment

VILT or ILT

X X X X X X X X

Pre-Knowledge Check Application Processing

• Review types of applications (paper, online, phone)

• Any Door is the Right Door

• Connect for Health

• Shared Application

VILT by SDC or ILT by Cert

Trainers

X X X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 9 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Process (Shared Eligibility System)

• Open Enrollment

• Agents /Brokers • Certified

Application Assistance Sites (CAAS)

• Which Applications can be used by each HLPG

• What is considered complete for an application (rules for each HLPG)

• Can use the existing Types of Applications WBT as a pre-req

HLPG Review • Review of Intro

to HLPGs • Processing

Guidelines Review

• Building Blocks Review

• Minimal Essential Coverage

• Cost Sharing Reduction

• EBT (Food, Cash Usage)

VILT by SDC or ILT by Cert

Trainers

X X X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 10 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

• This would replace Mapping the Health Care and Economic Security World and Introduction to HLPGs WBT

• Can use the existing Processing Guidelines WBT as a pre-req

• Need to review Intro to Colo Works WBT to see if it is still needed or if something similar needs to be created for each HLPG

CBMS Overview • Review CBMS

Navigation (From home Page Tour – e.g. toolbar, left hand navigation, OLH, Case Comments, Search, history)

• Could combine CBMS homepage tour WBT and Road to Resources

WBT X X X X X X X X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Application Initiation VILT by X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 11 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

(AI) • AI Detailed

Review • Hands on Data

Entry practice • Add an

Application • Correct an

Application Date

• AI vs Rescind • The existing AI

Overview and Walkthrough WBTs could be used as the plan for students who are late or miss this portion of class

SDC or ILT by Cert

Trainers

Client ID and State ID Overview

WBT X X X X

Interviewing • Review of WBT • Missed

Interview • Good Cause

(acceptable reasons by HLPG, field will reset to null at RRR for CW & AF)

• Data Entry of Non-Compliance

• Family Violence Option

• No reported income – how

VILT by SDC or ILT by Cert

Trainers

X

Page 12: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 12 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

meeting expenses

• Can use the existing Interviewing WBT as a pre-req

Building Effective Relationships

WBT X X X

Check Point (Assessment and Training Plan) – Retire current BF Assessment and replace with new one Pre-Knowledge Check

Case Summary X X X Case Comments Overview

• Most modules will have an activity to practice entering Case Comments

• Will use a template for practice

• Can edit case comments within 24 hrs of entry

WBT X X X X X X X

Case Information VILT by SDC or ILT by Cert

Trainers

X X

Case Payee • Data Entry • Rules

WBT X X

Food Assistance Interview

• Attended Interview

• Missed

WBT X

Page 13: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 13 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Interview Case Communications

• Data Entry WBT X X

Verifications • Case Level • Individual Level • Collateral

Contact • Prudent Person

Principle (PPP) • Client

Attestation • Reasonable

Opportunity Period (ROP)

• Can use AF Verifications WBT as a guide

VILT by SDC or ILT by Cert

Trainers

X X X

Companion Cases WBT X X X X Case Assignment

• Auto • Manual

WBT X X X X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Citizen/Non Citizenship • Citizenship and

Identity • Non-Citizen • 5-year bar • CW citizenship

for baby (cons verified if mom is on Med)

• Can use EF FA Non-Citizens WBT and/or EF AF Non-Citizens WBT as a guide or add to it to

VILT by SDC or ILT by Cert

Trainers

X X

Page 14: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 14 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

create a pre-req module – need to only have one module

Sponsors

VILT by SDC or ILT by Cert

Trainers

X X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Individual Demographics

• Marital Status • Death

Information • Social Security

Information • Introduce

Verification/Source, Date Reported/Date Verified

• Clearance • Prior Aid • Dual

Participation • Reference OLH • Special

Indicators • SSI • DRA • Ethnicity • Data Entry • Interfaces • Introduce FA

Use Month Field

WBT (pre-work)

VILT by SDC or ILT by Cert

Trainers

X X

Identification Details • Type

VILT by SDC or

X X X

Page 15: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 15 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

• Driver’s License • DMV • Lawful

Presence • Introduce CW

Use Month • Interfaces

ILT by Cert

Trainers

Household Relationship/Composition

• Data Entry • Rules • Importance of

verifying the actual relationship

• CW Assistance Unit

• CW Budgetary Unit

• Optional Members for FA (Roomers, Boarders, Foster Children, Live-In Attendants)

• Shared Living Arrangements (child 50% of time with other parent)

• Temporary Members

• Parental Care and Control

• Responsible Relative

• Verification requirements for each HLPG

VILT by SDC or ILT by Cert

Trainers

X X X

Page 16: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 16 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Purchase and Prepare • Rules • Data Entry

WBT X

Case Individual • In Home • Buy In Opt • 50% of Support

WBT X X

Verify SSA Incarceration

WBT X X X

Individual Tax Information

• Tax Filer Rules • Tax Dependent

Rules • Non Tax Filer

Rules • Exceptional

Circumstances • MBU • Relationships • Mandatory

Members

VILT by SDC or ILT by Cert

Trainers

X X X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Retro Information • Data Entry • Rules • Effect to other

HLPGs

WBT X X

Individual Attributes • Employment • Minor Applicant • Living

Arrangement • Health Care

Information • Rules

VILT by SDC or ILT by Cert

Trainers

X X

Medical Conditions

VILT by SDC or ILT by Cert

X X

Page 17: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 17 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Trainers Disability Determination

• ARG • Med-9 • Residual

Functional Capacity Scoring Matrix

• Substance Abuse

• Rules

VILT by SDC or ILT by Cert

Trainers

X X

Residency • Colorado

Resident • County of

Residence • Out of State • Homeless • Reports • Inter-County

Transfer • Interfaces • Address • Which HLPGs

require verification?

VILT by SDC or ILT by Cert

Trainers

X X X

Pregnancy • Data Entry • CW Pregnancy

Allowance • Employment

First Exemption

WBT X X

Students • Data Entry • Work Study • Financial Aid • Expenses • Verification • Ineligible

Students

WBT (pre-work)

VILT by SDC or ILT by Cert

X X

Page 18: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 18 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

(income not considered)

• Rules • Wrap Up • Can use EF

Students WBT as a guide or add to it to create a pre-req module

Trainers

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Simplified Reporting • Food

Assistance • Colorado Works

ILT by SDC or

Cert Trainers

X

Certification Periods WBT X X X Check Point (Post-Knowledge Check and Training Plan)

Pre-Knowledge Check Income Calculations

• By Program • Frequency and

Multiplier • Conversion • Intake vs

Ongoing • Representative

vs Estimated

ILT by SDC or

Cert Trainers

X X X

Earned Income • Data Entry • Rules • Disregards • Prospective

Budgeting • Cloning • Termination • Calculating

Year-to-Date to determine missing

ILT by SDC or

Cert Trainers

X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 19 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

paycheck • Wrap Up • Interfaces • Acceptable

forms of Verification (check stubs, work number for every one, Employer Letter, Collateral Contact, etc)

• Annualized Income

Unearned Income • Data Entry • Rules • Disregards • Termination • Interfaces • Gifts (Go Fund

Me Accounts) • Wrap Up

ILT by SDC or

Cert Trainers

X X X

Exempt Income • Rules

ILT by SDC or

Cert Trainers

X X

LLCs and S-Corps • Data Entry • Self-

Employment (for Med)

• Earned Income (for Cash and Food)

• Wrap Up

ILT by SDC or

Cert Trainers

X X X

Self-Employment Income & Expenses

• Rules • Verification

ILT by SDC or

Cert Trainers

X X X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 20 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

• Self-Attestation • Data Entry • Wrap Up

Unemployment Income • Rules • Data Entry • Verification • UIB • Wrap Up

ILT by SDC or

Cert Trainers

X X X

Child Support Income • Rules • Data Entry • Interfaces • Wrap Up

ILT by SDC or

Cert Trainers

X

Prorated Income (FA) • Non-Citizens • No SSN • Wrap Up

ILT by SDC or

Cert Trainers

X

ISM • In-Kind Income • Shelter

Expenses

ILT by SDC or

Cert Trainers

X

Deeming • Sponsor • Spouses (AF

programs)

ILT by SDC or

Cert Trainers

X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Resources • Countable • Exempt • Property

(Income producing, encumbrances, Lien Holder, Disposition)

• Vehicles • Liquid

(acceptable

VILT by SDC or ILT by Cert

Trainers

X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 21 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

verification such as collateral contact (ask for deposit info), bank statement, ATM receipt not acceptable for AF)

• Life Insurance • Burial • Resources (e.g.

Bank Accts) • Transfers

without Fair Consideration

• Wrap Up • Things to

consider (Does the bank statement have regular deposits, but client declares no income?)

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Shelter & Utility Expenses

• Rules • Data Entry • Verification

(acceptable documents, AF can use bank statement)

• Client Statement

• Homeless • Non Allowable

Expenses • HCA/BUA/OUA

VILT by SDC or ILT by Cert

Trainers

X

Page 22: Process-Based Training Development - Traincoloradotraincolorado.com/wp...Based-Training-Development.pdf · • Training will focus on Intake, Ongoing and RRR processes • Agile Process

Attachment A Version: 2.0 Release Date: June 1, 2016 Page 22 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

• Telephone • Wrap Up • Things to

consider (Did Shelter change due to customer moving to a new address? If so, make sure to update the Address Page)

• Conflicts between programs (FA and ISM – does the data entry need to be different?)

• Can use EF Shelter and Utility Allowances WBT as a guide or add to it to create a pre-req module

Dependent Care Expenses

• Rules • Data Entry • Verification • CCAP • Caring for

individual 60 or over

• Things to consider (Did Dependent Care go up or down because of a change in Income? If so,

VILT by SDC or ILT by Cert

Trainers

? X

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 23 of 31

Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

make sure income is correct)

• Wrap Up Medical Expenses

• Rules • Data Entry • Lump Sum or

Average • Verification • Wrap Up

VILT by SDC or ILT by Cert

Trainers

X X

Child Support Expenses

• Rules • Data Entry • Must be legally

obligated • Alimony is not

an allowable deduction

• Verification • Interfaces • Wrap Up

VILT by SDC or ILT by Cert

Trainers

X

Check Point (Post-Knowledge Check and Training Plan) Pre-Knowledge Check

Run EDBC • EDBC Running

Offline

WBT X X X

EF/WFD Referral WBT X Verification Checklist WBT Data Conflicts WBT X X X Capture Discrepancy Information

WBT X X

Run EDBC • EDBC Running

Offline

WBT X X X

Wrap Up • Work Program

Exemption Results

• Individual

VILT by SDC or ILT by Cert

Trainers

X X X

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Common Eligibility and

Application Processing

**Effective Begin and End Dates

will be covered in each module

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Eligibility Summary

• Non-Financial Eligibility Summary

• Financial Eligibility

Authorization • Batch

VILT by SDC or ILT by Cert

Trainers

X X X

Client Correspondence • Search • Batch Print • Online Print • Details • Delete

WBT X X X X

Certification Periods • Review WBT

VILT by SDC or ILT by Cert

Trainers

X X

Putting it all together – data entry

Check Point (Post-Knowledge Check and Training Plan)

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 25 of 31

Training Development Phase 3 Focus: Process-Based Training Development – Specialized Training Modules Time Frame:

• Begin February 2017 • End June 2017

Overview:

• Training will focus on Intake, Ongoing and RRR processes • Agile Process will be used to develop training • The Training Manual will be created as part of each module • The majority of content is already available in Expanding Foundations course

materials or through another sources (e.g. SNAP Chats, Thursday Think Tanks, Eligibility Site developed)

• QA findings, OLH and Help Desk Ticket feedback would be considered • Assessments will be developed and given throughout the delivery in the form of

Knowledge Checks in addition to the final assessment • Modules can be used by all eligibility site staff (not just Pilot locations)

Activities Expected Begin Date

Assigned Expected Completion Date

Identify Implementation Team

January 2, 2017 SDC Managers, Eligibility Site Managers/Trainers

January 13, 2017

Finalize Draft Module List – Specialized Training Modules

January 16, 2017 Implementation Team

January 20, 2017

Assign modules to teams

January 23, 2017 Implementation Team

February 3, 2017

Development February 6, 2017 Implementation Team

June 30, 2017

Pilot feedback provided to Stakeholders July 1, 2017 SDC Governance Board, SDC Managers

July 31, 2017

Implement Specialized Training Modules for Pilot Sites Continue to train Common Eligibility and Application Processing for Pilot Sites

July 1, 2017 SDC Lead Trainers Certified Trainers

Ongoing

Updates based on CBMS Builds, QA Findings, Help Desk Tickets:

• Common Eligibility and Application Processing Training

• Specialized Training Modules

July 1, 2017 SDC Lead Developers

Ongoing

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Specialized Training Modules

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Alerts • Display Alerts • Send Alerts

WBT X

Cognos WBT Opt Opt Opt Opt Opt Opt Opt Case Data Change Exception Report

• MA-C4 Site Case Data Change Exception Report

• MA-C4 Site Case Data Change Exception Report- All Counties

WBT X X

Long Term Care • LTC Institution • Level of Care • Community

Spouse

VILT by SDC or ILT by Cert

Trainers

X X

Trusts WBT X X 5615’s WBT X X Home Care Allowance WBT X Medical Conditions WBT X AND-SO Information

• IM-14 • SSI Status • Working with

Guide

VILT by SDC or ILT by Cert

Trainers

X

Interfaces Not Covered • Can use AF

Verifications and Interfaces module as a guide

AF Interim Assistance Recovery (IAR)

VILT by SDC or ILT by Cert

Trainers

X

Life Change Events WBT X X X Reasonable WBT X X

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Specialized Training Modules

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Compatibility Accessing Premium Information in CBMS

• CHP+ • CBwD • WAwD

WBT X X

Buy-In • Use existing

WBT

WBT X X

APTC • Individual

Information • Income

Summary • Expense Type

(Annual Actual Expense, Annual Calculated Expense)

• Tax Deduction

VILT by SDC or ILT by Cert

Trainers

X X X

Access to Health Coverage

• Health Plan Type

• Other Health Plan

• Health Plan Name

• Will be eligible or enrolled in this Health Care Coverage

• Individuals with Access

WBT X X X

MA Application Help WBT X X SSA/SSI Referral WBT X Employment Training WBT ? X Time Clock WBT ? X Diversions WBT X Supportive Services VILT by

SDC or ILT by Cert

Trainers

X

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Specialized Training Modules

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

Step Parent for CW WBT X Child Support Services for CW

• Good Cause • Absent Parent

Data Entry

WBT X

Able Bodied Adult Without Dependents (ABAWD)

WBT X

Burial Assistance VILT by SDC or ILT by Cert

Trainers

X

Intentional Program Violation

• Rules • Income is not

prorated (FA)

VILT by SDC or ILT by Cert

Trainers

X

Incarceration and Fleeing Felon

• Data Entry • Income is

countable (FA)

WBT X X

Standard vs Categorical Eligibility (FA)

• Expanded Categorical Eligibility

• Basic Categorical Eligibility

• Standard Eligibility

WBT X

PEAK Inbox WBT X X Breast and Cervical Cancer Program (BCCP)

WBT X X

1095-B Health Insurance Tax Form

WBT X X X X

Benefit Recovery • Adjusting a

claim • Terminating a

VILT by SDC or ILT by Cert

X X

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Specialized Training Modules

Modality Inquiry Only

BR WFD & EF

Admin Support

C4 MA Sites or MA Only

AI II

claim • Error Codes • Payments • Reissuing

expungements • State/Federal

Income Tax Interception

• Discrepancies • Claim denials

from providers or pharmacies

Trainers

Client ID and State ID Merge

• Should this be hands on?

WBT X

RRR • How/where do

we incorporate this? Or do we?

WBT

The Process-Based Training model includes assessing the user’s knowledge throughout training. This includes pre-knowledge checks, practice time, and post-knowledge checks. A Final Assessment will be given upon completion of training. Users must complete the Required Courses and Post-Knowledge Checks with an average of at least 85% and must pass the final Assessment.

MA Site or Medicaid Only (not including

LTC)

Required Courses Certificate PBT MA Site or MA Only Training Plan

User’s name has completed the CBMS Training Requirements to Authorize Medicaid programs. User may now receive CBMS_PRD access or the End Date can be removed from the user’s access. Issued by the Health Care and Economic Security Staff Development Center.

Medical Assistance Assessment

Food Assistance

Required Courses Certificate PBT II Training Plan User’s name has completed the CBMS Training

Requirements to Authorize Medicaid and Food Assistance programs. The End Date can be removed from the user’s access. Issued by the Health Care and Economic Security Staff Development Center.

CAPER Food Assistance Assessment

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 30 of 31

Colorado

Works Required Courses Certificate

PBT II Training Plan User’s name has completed the CBMS Training Requirements to Authorize Medicaid, Food Assistance and Colorado Works programs. The End Date can be removed from the user’s access. Issued by the Health Care and Economic Security Staff Development Center.

CAPER Colorado Works Assessment (includes Medical Assistance and Food Assistance)

Adult

Financial

Required Courses Certificate PBT II Training Plan User’s name has completed the CBMS Training

Requirements to Authorize Medicaid, Food Assistance and Adult Financial programs. The End Date can be removed from the user’s access. Issued by the Health Care and Economic Security Staff Development Center.

CAPER Adult Financial Assessment (includes Medical Assistance and Food Assistance)

Long Term Care

Required Courses Certificate PBT II Training Plan User’s name has completed the CBMS Training

Requirements to Authorize Medicaid and Long Term Care programs. The End Date can be removed from the user’s access. Issued by the Health Care and Economic Security Staff Development Center.

Long Term Care Assessment

Colorado Works and

Adult Financial

Required Courses Certificate PBT II Training Plan Patty M or Michael – do we have a certificate

for this training plan? CAPER Colorado Works Assessment (includes Medical Assistance and Food Assistance) Adult Financial Assessment (includes Medical Assistance and Food Assistance)

Adult Financial and Long Term Care

Required Courses Certificate PBT II Training Plan Patty M or Michael – do we have a certificate

for this training plan? CAPER Adult Financial Assessment (includes Medical Assistance and Food Assistance) Long Term Care Assessment

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Attachment A Version: 2.0 Release Date: June 1, 2016 Page 31 of 31

Long Term Care and

Food Assistance

Required Courses Certificate PBT II Training Plan Patty M or Michael – do we have a certificate

for this training plan? CAPER Long Term Care Assessment Food Assistance Assessment

Benefit Recovery

Required Courses Certificate BR Training Plan TBD TBD

WFD & EF

Required Courses Certificate WFT & EF Training Plan TBD TBD

Admin Support

Required Courses Certificate Admin Support Training Plan

TBD

TBD Connect

for Health Required Courses Certificate

C4 Training Plan TBD TBD

Application Initiation

Required Courses Certificate AI Training Plan TBD TBD