Danger of Disconnection
Case Notes
Verification Type
Income
Forms
100

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.

100

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.

100

What verification type would you put for citizenship if client provided a copy of their US birth certificate?

Hard Copy

100

What type of income receives a 20% disregard?

Earned income

Self Employment

100

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

200

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.

200

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.

200

What verification type would you put in 'energy assistance details' if client did an in-person appointment?

Client Statement

200

Do we count gross or net income?

Gross

200

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.

300

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.

300

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

300

What verification type would you put in 'energy assistance details' if client submitted an online application?

Hard Copy

300

If a client reports that their mom paid their $1,000 rent during the income month and also gave them $500 for groceries and other needed items, what amount would we add to unearned income evidence. 

$500

300

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.

400

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.

400

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. 

400

What verification type would you put if you find ORS payment on a client's paystub?

Hard Copy 

400

What are three kinds of deductions a client can receive?

Medical, child support, and alimony.

400

If a client is self-employed, what documents and forms can they provide to show the income?(name at least two)

Schedule C tax form

Self-employment Worksheet/ledgers

Income Deficit Statement for odd jobs done during the eligibility month

500

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.

500

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.

500

What verification would you put if you verified citizenship through a birth record search in Everifs?

Electronic Verification

500

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

500

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.