Chapter 15 Semi Annual Reporting (SAR)

Question 1

What is SAR?

Answer 1

SAR is semi annual reporting

Question 2

What is a semi annual reporting cycles?

Answer 2

You need to know the BDA, which means beginning date of aid
The data report month (5 month after BDA)
The submit month (6 month after BDA)

Question 3

Is there an extended filing date for SAR?

Answer 3

Yes, they can turn in SAR 7 on the first business day of the month after the submit month

Question 4

What is restoration?

Answer 4

Restoration is where Cal fresh benefits had been discontinued. However, the household turned in the paperwork late and their Cal fresh was prorated.

Question 5

What is the DATA month??

Answer 5

It is the fifth month. This is the month that the report is about.

Question 6

What is the submit month?

Answer 6

It is the six month this is a month that the report is due

Question 7

What is the payment period?

Answer 7

It is a six month period following the submit month.

Question 8

What if the applicant is not eligible the first month of application?

Answer 8

The beginning date of aid (BDA) is the first month of aid not the first month of application

Question 9

When is the SAR 7 report do?

Answer 9

The SAR7 report is due the fifth day of the submit month. It is still considered timely if received by the 11th we will still except it if it’s received by the first business day of the next month.

Question 10

What is it called when the report is submitted the first business day of the month after the submit month?

Answer 10

It is called the “extended filing date”.
if it was received after the extending filing date, we will look at good cause examples would be mental physical condition, extenuating circumstances, domestic violence

Question 11

What is restoration?

Answer 11

Restoration is when we will accept a late report. If it is received within the month following the discontinuance, the report must be complete to restore benefits. The benefits for that month will be prorated.

Question 12

What is required to be submitted with the SAR report?

Answer 12

Verifications are needed for gross earned income, self-employment, expenses and verifications are needed. Only when it’s new or there is a change for gross unearned income, dependent care cost, medical expenses, child support expensive.

Question 13

What is an SAR 72 form?

Answer 13

It is a form that is required for a sponsored noncitizens sponsor to fill out

Question 14

How much of an increase must be in place where you must provide verification for gross unearned?

Answer 14

Have an increase of $100 or more, and must provide verification

Question 15

What must you answer yes to as a worker to say that the report is complete?

Answer 15

It must provide an address to locate the household
It must be signed and dated by responsible household member or authorized rep.
All the questions are fully answered.
All verifications that are required of income and expenses are attached

Question 16

How would a recipient know if the SAR 7 report is incomplete?

Answer 16

Y NOA (notice of action) form will be sent to the household informing them that the SAR7 report is is incomplete and what the household must do to complete it. Ex being: Missing verification, how it will affect household benefits, what the extended filing date is and the County will assist the household in completing the report

Question 17

What is sent if the SAR 7 report is overdue?

Answer 17

X NOA is sent to the household that informs the recipient that that SAR 7 has not been received what the extension filing date is, the effect on the household benefits, and then County will assist the household in completing the report

Question 18

what notice is sent out if the customer received the X or YNOA and the SAR 7 is received still incomplete?

Answer 18

SAR 90 must be filled out with manual variables, indicating the specifics of what is needed for the SAR7 to be considered complete. This is sent to any incomplete SAR 7 received after the 11th.

Question 19

When is a termination valid?

Answer 19

Before termination is valid and attempt to contact the household will be made via automated contact after mailing XNOA , YNOA or SAR 90. A discontinuance is only valid if the attempt to contact is documented in case comments.

Question 20

What are mandatory mid period changes?

Answer 20

There are three mandatory mid period changes
1.one is when the income will likely render them ineligible for benefits due to income being over IRT, which is 130% FPL
2. substantial gambling or lottery winnings.
3. Changes in work hour that may affect eligibility.

Question 21

What are changes in work hours regarding?

Answer 21

Changes in work hours are for ABAWD’s able-bodied adults without dependents

Question 22

How many days does a customer have to report required income where it will affect their IRT?

Answer 22

Within 10 days 

Question 23

What form is generated when a customer is qualified for?

Answer 23

SAR 2

Question 24

What happens if the household notifies of income that has them over there IRT but it’s below 200%

Answer 24

They are reevaluated and decrease benefits with timely notice

Question 25

What is the income limit for IPV and work sanctioned individuals?

Answer 25

Their income is limited to 130% FPL

Question 26

What about individuals whose household were certified between 131 and 200% FPL will they need to report income changes midpoint?

Answer 26

Household that were certified between 131-200% FPL will not have to report their income until the SAR7 or renewal report

Question 27

What are voluntary midpoint changes?

Answer 27

Address change
Rent decrease
Rent increase
Someone moves out
Someone moves in
Deduction decrease
Income changes under IRT

Question 28

When will action occur during midpoint if they are voluntary

Answer 28

There’s certain circumstances when worker will have to act on the changes made. Such as increase decrease, and/or discontinuance of benefits.

Question 29

What is VUR?

Answer 29

It is verified upon receipt
This means it’s not questionable. The provider of the information or change is a primary source and either no further information is needed or verification is needed to take action

Question 30

What does VUR mean?

Answer 30

1. It is not questionable
2. Provider of information is the primary source
3. No further information and/or verification is needed

Question 31

What happens with VUR; can changes happen mid-point?

Answer 31

Yes, changes made voluntarily and VUR will be acted on mid point even if it causes benefits to decrease AND timely notice is given.

Question 32

What should worker do if HH voluntarily reports change in income?

Answer 32

Only take action IF report is considered VUR or the change INCREASES HH’s benefits

Question 33

What should happen if HH calls to say they have an increase in income but does not show verification like pay stub?

Answer 33

Document in case comments and send no change NOA.
If VUR-act on it and it may decrease benefits.

Question 34

What if information comes from BENDEX? Info from state/fed systems

Answer 34

Treat as coming directly from source consider VUR. Example IEVS reports SSA income

Question 35

What are considered Internal Agencies?

Answer 35

State agencies
County agencies
I go from state, county, local

Question 36

What if HH composition changes (son moves out) and it is reported by head of household or responsible HH member?

Answer 36

Consider VUR and must be acted on
10 day notice required
Action considered mid-period change and reduce HH size and send NOA

Question 37

When are changes implemented (UEMs in CalWIN) when HH gives changes at SAR 7 cycle?

Answer 37

The month AFTER the SUBMIT month

Question 38

When is SAR 7 to be turned back in?

Answer 38

The 5th of the SUBMIT month. It can also be turned in by the 11th to be considered turned timely.