Danger of Disconnection
What kind of notice indicates someone is in danger of disconnection? (Name at least 2)
1. A 48-hour disconnection notice.
2. A final notice.
3. A 10-day notice.
True or False; the initial case note template should be completed after the first day the case was started?
False; we must always do the initial case note on day 1.
What verification type would you put for citizenship if client provided a copy of their US birth certificate?
Hard Copy
What type of income receives a 20% disregard?
Earned income.
Client sent in one paystub for income month and lost the other one. What other form can they provide to show their income during the income month?
Employer Verification Form
What does "guarantee of service" mean?
It means we have verified a utility account will not be shut-off right after or before we pay a utility account.
Client calls me and clarifies that they receive $300 dollars every month in cash assistance from their sister who lives in New York. What should I do in addition to adding the income into the unearned eRep section?
Case note the interaction and information learned.
What verification type would you put in 'energy assistance details' if client did an in-person appointment?
Client Statement
Do we count gross or net income?
Gross
Client states Dominion Energy account is in LL name but they are responsible for the bill. Can we pay the Dominion Energy account directly? Do we need a form? If so, which?
No.
What is a pledge and how long is the pledge good for?
Where we communicate to utility company that we will be paying a certain amount to stop disconnection. 30 days.
Bonus 100:
*What is our Rocky Mountain Power ID number?
True of False; we can combine separate case note templates into a single case note. For example, the initial case note template and a denial case note template.
False
What verification type would you put in 'energy assistance details' if client submitted an online application?
Hard Copy
If client reports they have had their mother(who lives out of the home) paying their rent for 5 months, do we count as income? What if they only paid it last month?
Yes because over 4 months.
No because less than 4 months.
Client comes in with a RMP bill in their name and a Relms bill showing their gas charges. Do I need to get a Landlord Statement to send them a check in the mail?
No.
What scenarios do we use a Utility Verification form for? (Name at least 2)
1. To verify master meter or an all electric address.(What else can we accept?)
2. When client is in danger of disconnection.
3. If the utility has separate service addresses.
When an energy goal was set with the client, what additional documentation or actions must occur?
1. We case note the goal using 'energy goal' as the subject line.
2. We complete the energy goal form and add to documents.
What verification type would you put if you find ORS income in Everifs?
Electronic Verification
What are three kinds of deductions a client can receive?
Medical, child support, and alimony.
If a client is self-employed, what documents and forms can they provide to show the income?(name at least two)
Schedule 1 tax form
Self-employment Worksheet
Odd Job Ledger
If client's HEAT benefit will not guarantee service, what are some other options?(at least 2)
1. See if they qualify for Crisis.
2. See if the qualify for payment arrangements.
3. See if they can pay the remaining portion.
For which of the following circumstances is a case note TEMPLATE NOT needed?
1. Verbal signature
2. Denied application
3. A follow-up was completed
4. Case is past 45 days
3; A follow-up was completed.
What verification would you put if you verified citizenship through a birth record search in Everifs?
Electronic Verification
HH composition:
1 undocumented adult, 1 US citizen adult, 2 permanent resident children.
How many people on application?
How many people counted in benefit?
How many people's income do we count?
4
3
2
How many income deficits do we need for a HH where client makes enough money to cover rent amount. Their husband does not have income. And their two adult children living at home also have no income.
2.