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
Bonus 100:
The one paystub was for the 2nd paycheck of the month, while they lost the 1st paycheck. What else could we use in this situation to determine the missing income amount?
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?
Request income deficit statement form, or a written statement signed and dated detailing how much the client received in the income month.
What verification type would you put in 'utilities assistance evidence' if client did an in-person appointment?
Client Statement
Do we count gross or net income?
Gross
Client states Enbridge Gas account is in LL name but they are responsible for the bill. Can we pay the Enbridge Gas account directly? What form do we request if the client wants a check for their gas costs?
1. No.
2. Landlord Statement (or third party bill)
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
Bonus 100: What are the exceptions?
What verification type would you put in 'utilities assistance evidence' 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 directly to their landlord for 5 months, do we count it as income?
No.
In a household of 3 adults: one has earned income, another has self employment, and the third, their adult child, has none; if the combined total gross income of the 2 employed adults (a couple) is not enough to cover rent, and the adult child already filled out an income deficit statement, would we need an income deficit statement for the couple, too? Would we need one for each of them?
Yes, we need an Income Deficit Statement from the couple.
No, we do not need one separate form for each of them- couples can submit one statement for the both of them.
In what scenarios do we need to contact the utility company for additional verification? (Name at least 2)
1. To verify master meter or an all electric address.
2. When client is in danger of disconnection. (What else should be completed here?)
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 complete the energy goal form and add to documents.
2. We add the client's goals to the "energy goal" line of the case note template.
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)
Previous year's complete tax return, with all forms and schedules attached.
Self-employment Ledger
Certain client records (Quicken printouts, profit and loss statements, Uber/Lyft/Doordash printouts). Must contain the necessary information for all months being counted.
If client's HEAT benefit will not guarantee service, what do we do? (Name 3 steps)
1. See if they qualify for Crisis.
2. Put case on hold and submit quick edit request.
3. Make pledge to utility company (usually done by the editor).
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.