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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Attachment A Version: 2.0 Release Date: June 1, 2016 Page 24 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
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)
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
Attachment A Version: 2.0 Release Date: June 1, 2016 Page 26 of 31
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
Attachment A Version: 2.0 Release Date: June 1, 2016 Page 27 of 31
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
Attachment A Version: 2.0 Release Date: June 1, 2016 Page 28 of 31
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
Attachment A Version: 2.0 Release Date: June 1, 2016 Page 29 of 31
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
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
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