Proof of Income

Collection

100

The mandatory meeting held each month to assess client financial progress 

What is Monthly Update 

200

What came first the budget tool or the TFA? 

What is Budget Tool 

300

You just finished an intake appt. Client does not have their income- How many days do they have to provide risking program eligibility -- 

 What is 30 Days 

(ADD this intake to Section 1.1) - Audit Ready :) 

400

I got hired! OR They let me go/ Quit 

CM Sally needs to collect what? 

What is offer Letter/ what is termination letter 

500

I only get CalWORKs, but it is automatically deposited to my account. Can I give you a screenshot? 

What is DPSS? 

What is Benefitscal.com

Documentation

100

Name 2 types of verifiable Proof of Income? 

Paystubs, Verification of Benefits, SSI/ SSDI Letters, 3rd Party Verification, Bank Statement 

200

Client income changed, how do I verify program Eligibility / AMI?  

What is Household Composition an Eligibility Form 

300

To document or not to document: Where do I find the Status assessment in HMIS 

What is Assessments 

400

Quick, PS and PM need to verify income amounts. What is 1/4 places to check? 

What is case note heading? 

What is HMIS status assessment  

What is Budget tool? 

What is TFA ? 

500

At intake, where do we upload proof of income 

What is HMIS- Program- Files 

What is Shared Drive 

TFA

100

The amount a client gradually contributes to rent each month

What is cost-sharing 

200

A 1-2 sentence summary of client progress / cost share 

What is Justification 

300

True or False: We justify rent based on client willingness to meet 

What is False 

400

A receipt of amount paid or amount owed-  

What is a ledger 

500

Does TFA income need to match the Case note heading - True or False 

What is TRUE

HMIS / CS

100

A client/ household that has been enrolled for 1 year 

What is Annual Recertification 

200

Hey CM Sally, I want to add my mother to my household - She works at Disneyland 

What is Combined Budget 

300

I am an excel document found in shared Drive - what information do you gather from me 

What is Financial Assistance Tool -- Daily Double 

400

Do we upload proof of income after intake?

What is YES -- What is Core Docs 

500

Do we HOH partner + income get a status assessment on HMIS 

What is YES 

Financial Assessment Tool

100

Calculated number divided by 11  

What is the magic number? 

200

Quick- client is requesting assistance with background check, application fee what do I do ? 

What is--- Submit Budget tool to PM for review and approval 

300

I can be completed digitally ? 

What is Yes 

400

True or False: Client should know the amount to set aside for next month cost share to incorporate into daily budgeting.  

What is TRUE 

500

Sometimes when client's guestimate what is the best approach to identify monthly expenses - 

What is budget tracking / Collect receipts / highlight bank statements 

complete these stabilization goals during initial months of enrollment