ssis software specification - dhs.state.mn.us · the rca payment worksheet module follows ssis...

SSIS Software Specification

RCA Payment Worksheet

Designer: Theresa Hill

Project Manager: Kate Stolpman

Last Updated: April 25, 2014

Revision History

Revision Revision Description Updated by Date

Original First Draft Theresa Hill 04/25/14

Table of Contents

SECTION ONE: OVERVIEW .......................................................................................... 1 1.0 Introduction .................................................................................................... 1 1.1 Background Information .................................................................................... 1 1.2 Business Need ................................................................................................. 1 1.3 Functionality Overview ...................................................................................... 2

SECTION TWO: HIGH-LEVEL REQUIREMENTS ................................................................ 3 2.0 Introduction .................................................................................................... 3 2.1 CSP and FOD Requirements ............................................................................... 3 2.2 Local Agency Requirements ............................................................................... 3 2.3 SSIS Assumptions ............................................................................................ 4

SECTION THREE: DESIGN OVERVIEW ........................................................................... 5 3.0 Introduction .................................................................................................... 5 3.1 RCA Payment Worksheet Workflow ..................................................................... 6 3.2 Accessing RCA Payment Worksheets ................................................................... 7 3.3 RCA Payment Worksheets Tree .......................................................................... 8 3.4 RCA Payment Worksheet Screen ........................................................................ 9

3.4.1 RCA Payment Worksheet Grid ................................................................... 10 3.4.2 RCA Payment Worksheet Detail Screen ...................................................... 11

3.4.2.1 RCA Payment Worksheet Field List Overview ......................................... 12 3.4.3 RCA Payment Worksheet User Actions ........................................................ 14

3.5 MFIP Worksheet Screen .................................................................................. 16 3.5.1 MFIP Worksheet Field List Overview ........................................................... 16 3.5.2 MFIP Worksheet User Actions .................................................................... 17

SECTION FOUR: DETAILED DESIGN............................................................................ 18 4.0 Introduction .................................................................................................. 18 4.1 RCA Payment Worksheet Screen ...................................................................... 18

4.1.1 RCA Payment Worksheet Detail Screen ...................................................... 19 4.1.2 RCA Payment Worksheet Field Rules .......................................................... 20

4.1.2.1 Client Name ...................................................................................... 20 4.1.2.2 Date of Birth ..................................................................................... 20 4.1.2.3 CalculatedAge .................................................................................... 20 4.1.2.4 PMI # ............................................................................................... 21 4.1.2.5 Custody Transfer Date ........................................................................ 21 4.1.2.6 Assessment Supplemental Level .......................................................... 22 4.1.2.7 Worksheet Effective Date .................................................................... 23 4.1.2.8 Revision ............................................................................................ 23 4.1.2.9 Worksheet Status............................................................................... 24 4.1.2.10 Base Assistance Rate .......................................................................... 24 4.1.2.11 Supplemental Assistance Rate ............................................................. 24 4.1.2.12 Maximum Assistance Rate ................................................................... 25 4.1.2.13 MFIP ................................................................................................. 25 4.1.2.14 Supplemental Security Income (SSI) .................................................... 26 4.1.2.15 Veterans Benefits (VA) ....................................................................... 26 4.1.2.16 RSDI ................................................................................................ 27 4.1.2.17 Railroad Retirement Benefits ............................................................... 27 4.1.2.18 Black Lung Benefits ............................................................................ 28 4.1.2.19 Applicable Child Support ..................................................................... 28 4.1.2.20 Other Income .................................................................................... 29

4.1.2.21 Total Offsets ...................................................................................... 30 4.1.2.22 Net Maximum Assistance Rate ............................................................. 30 4.1.2.23 Annual Gross Family Income ............................................................... 31 4.1.2.24 Household Size .................................................................................. 32 4.1.2.25 Applicable Federal Poverty Guideline .................................................... 32 4.1.2.26 Gross Family Income Percentage ......................................................... 33 4.1.2.27 RCA Percentage ................................................................................. 33 4.1.2.28 Monthly RCA Payment Amount ............................................................ 34 4.1.2.29 Daily RCA Payment Rate ..................................................................... 34

4.1.3 RCA Payment Worksheet User Actions ........................................................ 35 4.1.3.1 View RCA Payment Worksheet Rules .................................................... 35 4.1.3.2 Edit RCA Payment Worksheet Rules ...................................................... 35 4.1.3.3 New RCA Payment Worksheet Rules ..................................................... 35 4.1.3.4 Delete .............................................................................................. 35 4.1.3.5 Create Duplicate ................................................................................ 36 4.1.3.6 Create Revision ................................................................................. 37 4.1.3.7 Finalize ............................................................................................. 38 4.1.3.8 Return to Draft .................................................................................. 39 4.1.3.9 MFIP Worksheet Button ...................................................................... 39

4.1.4 RCA Payment Worksheet Grid ................................................................... 40 4.1.5 MFIP Worksheet Screen ............................................................................ 42

4.1.5.1 MFIP Worksheet Field Rules ................................................................. 42 4.1.5.1.1 Total MFIP for Assistance Unit ........................................................... 42 4.1.5.1.2 RCA Children in Assistance Unit ........................................................ 43 4.1.5.1.3 MFIP without RCA Children ............................................................... 43 4.1.5.1.4 MFIP for all RCA Children ................................................................. 44 4.1.5.1.5 Child's MFIP .................................................................................... 44 4.1.5.2 MFIP Worksheet User Actions .............................................................. 44 4.1.5.2.1 View MFIP Worksheet Rules .............................................................. 44 4.1.5.2.2 Edit MFIP Worksheet Rules ............................................................... 44 4.1.5.2.3 OK Button ...................................................................................... 45 4.1.5.2.4 Cancel Button ................................................................................. 45

4.2 Accessing RCA Payment Worksheets ................................................................. 46 4.3 RCA Payment Worksheet Tree .......................................................................... 46

RELATED DOCUMENTS .............................................................................................. 48

GLOSSARY .............................................................................................................. 49

APPENDIX A: Issues, Design Decisions and Change Requests ........................................ 51 A.1 Issues and Design Decisions ............................................................................ 51 A.2 Change Requests ........................................................................................... 52

APPENDIX B: Database Models .................................................................................. 55

APPENDIX C: Data Structure ..................................................................................... 57 C.1 RCA Payment Worksheet Tables ....................................................................... 57

Table name: FED_POVERTY_GUIDE (5805) ....................................................... 57 Table name: RCA_BASIC_RATE (5810) ............................................................. 57 Table name: RCA_PERCENTAGE (5815) ............................................................ 58 Table name: RCA_SUPP_RATE (5820) .............................................................. 58 Table name: RCA_WORKSHEET (5800) ............................................................ 59

C.2 Codes ........................................................................................................... 62 C.2.1 Code Sets in CODE table .......................................................................... 62

ASSESS_LEVEL_CD .......................................................................................... 62 RCA_WRKSHT_STAT_CD .................................................................................. 62

C.2.2 Security ................................................................................................. 62

APPENDIX D: Related Modules and Applications ........................................................... 63

SS RCA Payment Worksheet

Last Updated: 04/25/14 RCA Payment Worksheet Page 1 of 65

SECTION ONE: OVERVIEW

1.0 Introduction

This Software Specification describes the requirements and design of the RCA Payment

Worksheet module. The RCA Payment Worksheet is new in v14.1.

1.1 Background Information

The 2013 Minnesota Legislature enacted Northstar Care for Children, with a primary

purpose of eliminating the financial barrier to permanency caused by lower monthly rates

for Adoption Assistance (AA) and Relative Custody Assistance (RCA) than for foster care.

Northstar Care includes a new program, "Northstar Kinship Assistance" (NKA), which is

replacing the RCA program. Over time, DHS can transition RCA cases to NKA. The

legislated date for implementation of Northstar is January 1, 2015.

Northstar Care includes changes to the state and local agency payment methodologies, each

paying a share of all family foster care and all permanency programs with the intent of

making the new program budget neutral for local agencies. The Northstar Fiscal

Reconciliation process is responsible for determining the state, federal Title IV-E and local

shares of these payments. RCA Payments are one input to the Northstar Fiscal

Reconciliation process.

Prior to April1 1, 2014, DHS reimbursed counties 100% of all RCA expenditures as reported

on SEAGR, which does not include client information or details about payments made.

Starting April 1, 2014, counties must report RCA expenditures on the RCA Report, which

requires a corresponding RCA Payment Worksheet.

1.2 Business Need

The Financial Operations Division (FOD) and the Child Safety & Permanency (CSP) Division

within the Department of Human Services (DHS) require counties that make RCA payments

to submit a quarterly RCA Report using SSIS, beginning second quarter, 2014 (April 1 to

June 30). The RCA Report, which must be created in SSIS, contains client, payment and

RCA Payment Worksheet information for RCA payments made by the agency during the

quarter. The RCA Report is the source used to reimburse counties for RCA expenditures

between April 1, 2014 and December 31, 2014. Starting January 1, 2015, the RCA Report

information is an input to the Northstar Fiscal Reconciliation process.

The monthly RCA payment amount is based on multiple factors, including the child's age,

child income offsets and the family's income. The county calculates the payment amount

using the RCA Payment Worksheet. Counties need a screen in SSIS to enter and store the

RCA Payment Worksheet. SSIS needs to perform the calculations based on the worker's

input and validate payments included on the RCA Report with the RCA Payment Worksheet.

CSP and FOD need the RCA Payment Worksheet information to assist with transitions from

RCA to NKA.



1.3 Functionality Overview

The RCA Payment Worksheet module gives counties the ability to create, edit and delete

RCA Payment Worksheets for individual clients. Workers create RCA Payment Worksheets

to calculate the amount of the monthly RCA payment. A worksheet is created when the

agreement begins and at least annually. Rates are based on the child's age, the child's

supplemental level, family size and income. Changes affecting the rate, such as a

significant birthday or change in the family's income require a new RCA Payment Worksheet

to be created. Figure 1-1 shows a high-level overview of the RCA module.

Figure 1-1: RCA Payment Worksheet Business Process

RCA Payment Worksheets

Create RCA Payment

Worksheet

Worksheet infoRCA Annual Affidavit

received or other changerequiring a new worksheet

New RCA Agreement in process



SECTION TWO: HIGH-LEVEL REQUIREMENTS

2.0 Introduction

This section describes the high-level requirements and assumptions for the RCA Payment

Worksheet module. CSP, FOD, counties and SSIS are the source of this information.

2.1 CSP and FOD Requirements

The RCA Payment Worksheet must provide the following requirements.

Requirement Comments Identifier

Provide the ability for local agency

workers to enter RCA Payment

Worksheet information in SSIS.

1.1

SSIS must perform all of the

calculations on the RCA Payment

Worksheet.

1.2

The system must be able to

determine which RCA Payment

Worksheet is effective for the service

dates on a payment.

The "Revision" field identifies the

most recent version of a worksheet

when multiples exist for a "Worksheet

Effective Date."

1.3

Table 2-1: FOD & CSP Requirements

2.2 Local Agency Requirements

The following requirements apply to the local agency business needs.

Requirement Comments Identifier

Provide the ability to create a copy of

an RCA Payment Worksheet to allow

the worker to enter only the

information that has changed.

The "Create Duplicate" action copies

all of the information from the

selected worksheet, except the

"Worksheet Effective Date."

2.1

Provide the ability to create multiple

RCA Payment Worksheets with the

same effective date.

The "Create Revision" action provides

the ability to create a Revision of the

RCA Payment Worksheet. This action

copies the information from the

selected worksheet and increments

the "Revision" number. The

"Worksheet Effective Date" cannot be

changed on a revision.

2.2

Table 2-2: Local Agency Requirements



2.3 SSIS Assumptions

The following assumptions are based on SSIS standards and architecture.

Assumption Identifier

The RCA Payment Worksheet module follows SSIS standards and architecture.

Deviations from standards are noted.

4.1

Validate user entry before saving a record. 4.2

Table 2-3: SSIS Assumptions



SECTION THREE: DESIGN OVERVIEW

3.0 Introduction

This section contains an overview of the design of the RCA Payment Worksheet module.

The functionality of this module gives workers the ability to create, edit and delete RCA

Payment Worksheets for a client..

The following screen shows the RCA Payment Worksheet tree under the Fiscal Details for a

client, a grid of all RCA Payment Worksheets with a preview of the selected RCA Payment

Worksheet displayed below the grid.

Figure 3-1: RCA Payment Worksheet Screen



3.1 RCA Payment Worksheet Workflow

RCA Payment Worksheets are created, edited and deleted from the Fiscal Details | RCA

Payment Worksheets folder under the client. Workers can only edit or delete an RCA

Payment Worksheets when the "Worksheet Status" is "Draft."

Use one of the following menu actions to create a new RCA Payment Worksheet:

New RCA Payment Worksheet

Create Duplicate

Create Revision

The diagram below outlines the workflow of an RCA Payment Worksheet.

Figure 3-2: RCA Payment Worksheet Process

Draft (editable)

Finalized (not editable)

Menu Action: “Delete” Record

Deleted

Record Deleted

Menu Action: “Create Revision”

Menu Action: “Create Duplicate”

Person TreeFiscal Details Folder

RCA Payment Worksheets FolderMenu Action:

“New RCA Payment Worksheet”

Menu Action: “Finalize”

Menu Action: “Return to Draft”

All fields copied except:

“Worksheet Effective Date” (blank)

“Revision” (0)


“Worksheet Effective Date” (blank)

“Revision” (0)


“Revision” (incremented by 1)“Worksheet Effective Date” not editable


“Revision” (incremented by 1)“Worksheet Effective Date” not editable

New Draft (editable)



3.2 Accessing RCA Payment Worksheets

RCA Payment Worksheets are located in the Fiscal Details folder under the Person tree and

under the Case Details tree.

Figure 3-3: RCA Payment Worksheet Navigation

Person Folder

Case Details Folder

Fiscal Details Folder

RCA Payment

Worksheets



3.3 RCA Payment Worksheets Tree

The RCA Payment Worksheets folder under "Fiscal Details" in the Person tree displays all

RCA Payment Worksheets for the client. From the Case Details tree, the RCA Payment

Worksheets folder under "Fiscal Details" displays all RCA Payment Worksheets for all clients

in all workgroups in the case.

Following is an example of the RCA Payment Worksheets folder in the Person tree. See

Section 4.3, "RCA Payment Worksheet Tree," starting on page 46 for details.

Figure 3-4: RCA Payment Worksheets Tree



3.4 RCA Payment Worksheet Screen

The RCA Payment Worksheet screen, shown below, includes a grid of all RCA Payment

Worksheets along with a preview of the RCA Payment Worksheet selected in the grid. RCA

Payment Worksheets are created by selecting one of the following actions:

New RCA Payment Worksheet

Create Duplicate

Create Revision

See Section 4.1, "RCA Payment Worksheet Screen," starting on page 18 for details.




3.4.1 RCA Payment Worksheet Grid

The RCA Payment Worksheet grid, shown below, displays when the RCA Payment

Worksheets folder is selected in the tree. See Section 4.1.4, "RCA Payment Worksheet

Grid," starting on page 40 for details.

Figure 3-6: RCA Payment Worksheet Grid

The grid lists RCA Payment Worksheets based on the worker's current location within the

application as listed below:

Location Records Displayed

RCA Payment Worksheet folder under the

Fiscal Details folder for a Client

All RCA Payment Worksheets for the Client

RCA Payment Worksheet folder under Case

Details | Fiscal Details

All RCA Payment Worksheets for all Clients

in all Workgroups in the Case

Table 3-1: RCA Payment Worksheet Grid Location Information



3.4.2 RCA Payment Worksheet Detail Screen

The RCA Payment Worksheet detail screen, shown below, displays for an individual RCA

Payment Worksheet. Context sensitive help is available for all fields entered by the worker.

See Section 4.1.1, "RCA Payment Worksheet Detail Screen," starting on page 19 for details.

Figure 3-7: RCA Payment Worksheet Detail Screen



3.4.2.1 RCA Payment Worksheet Field List Overview

The following table shows a list of fields on the RCA Payment Worksheet detail screen and a

description of each field. See Section 4.1.2, "RCA Payment Worksheet Field Rules," starting

on page 20 for details.

Label Description Editable?

Client Name The name of the client for whom the RCA Payment

applies

System

Calculated

Date of Birth The client's birth date System

Calculated

CalculatedAge The age of the client on the last day of the service

month

System

Calculated

PMI # The PMI # (Person Master Index number) of the client

receiving services

System

Calculated

Custody Transfer

Date

The date of the court order establishing permanent

legal and physical custody with the relative

Yes

Assessment

Supplemental Level

The child's supplemental maintenance level based on

the agency's assessment

Yes

Worksheet Effective

Date

The service date that RCA payments will start using

the Monthly RCA Amount on this worksheet

Yes

Revision The worksheet Revision number

The first worksheet for a "Worksheet Effective Date" is

0. When the worker selects "Create Revision" on the

Action menu, the Revision number is incremented by 1.

System

Calculated

Worksheet Status The status of the worksheet

Workers can update or delete a worksheet when the

"Worksheet Status" is "Draft."

The "Finalize" action changes the status to "Finalized."

"Return to Draft" on the action menu sets the status

back to "Draft."

Updated

using the

Action

menu

Rate Computation

1. Base Assistance

Rate

The basic monthly maintenance amount calculated by

the system based on the child's age and the Worksheet

Effective Date

System

Calculated

2. Supplemental

Assistance Rate

The supplemental maintenance amount calculated by

the system based on the Assessment Supplemental

Level

System

Calculated

3. Maximum

Assistance Rate

The sum of the Base Assistance Rate and the

Supplemental Assistance Rate

System

Calculated

Monthly Child Income Offsets

4. MFIP The monthly MFIP amount the relative receives on

behalf of the child

Yes



Label Description Editable?

5. Supplemental

Security Income

(SSI)

The monthly SSI amount received by or on behalf of

the child

Entered

6. Veterans

Benefits (VA)

The monthly VA amount received by or on behalf of the

child

Entered

7a. RSDI The monthly RSDI amount received by or on behalf of

the child

Entered

7b. Railroad

Retirement

Benefits

The monthly Railroad Retirement Benefits amount

received by or on behalf of the child

Entered

7c. Black Lung

Benefits

The monthly Black Lung Benefits amount received by

or on behalf of the child

Entered

7d. Applicable

Child Support

The monthly Child Support amount received on behalf

of the child

Entered

7e. Other Income The monthly amount of any other income received by

or on behalf of the child

Entered

8. Total Offsets The total of all monthly child income offsets System

Calculated

Payment Computation

9. Net Maximum

Assistance Rate

The Maximum Assistance Rate minus the Total Offsets

If Total Offsets are greater than the Maximum

Assistance Rate, the value is set to 0

System

Calculated

10. Annual Gross

Family Income

The sum of the annual gross earned and unearned

income of all family members

Entered

11. Household Size The number of people making up the family, including

the child

Entered

12. Applicable

Federal Poverty

Guideline

The Federal Poverty Guideline amount based on the

year and the size of the household

System

Calculated

13. Gross Family

Income

Percentage

Annual Gross Family Income divided by the Applicable

Federal Poverty Guideline, then multiplied by 100 and

rounded to the nearest percentage.

System

Calculated

14. RCA Percentage The percentage of payment based on the Gross Family

Income Percentage

System

Calculated

15. Monthly RCA

Payment

Amount

The RCA benefit amount to be paid each month.

Calculated by multiplying the RCA Percentage by the

Net Maximum Assistance Rate

System

Calculated

16. Daily RCA

Payment Rate

The daily rate of an RCA payment for a partial month.

Agencies may pay for a partial month when RCA starts

and in the month in which the client turns 18.

System

Calculated

Table 3-2: RCA Payment Worksheet Field List



3.4.3 RCA Payment Worksheet User Actions

The table below summarizes the worker actions: View, Edit, standard Action menu options,

custom Action menu options, and custom buttons for the RCA Payment Worksheet screen.

See Section 4.1.3, "RCA Payment Worksheet User Actions," starting on page 35 for details.

Action Description Security

View Provides the ability to see all information included

on RCA Payment Worksheets

Fiscal Default

Activities

or

Worker Default

Activities

Edit Provides the ability to change values on a RCA

Payment Worksheet

Create RCA

Worksheet

Standard Action Menu options

New RCA Payment

Worksheet

Create a new RCA Payment Worksheet Create RCA

Worksheet

Delete Delete an RCA Payment Worksheet. Create RCA

Worksheet

Create Duplicate Make a copy of the selected RCA Payment

Worksheet for another "Worksheet Effective Date"

Create RCA

Worksheet

Create Revision Make a copy of the selected RCA Payment

Worksheet for the same "Worksheet Effective Date"

and increment the "Revision" number by one.

Create RCA

Worksheet

Finalize Change the "Worksheet Status" to Finalized, which

prevents workers from editing or deleting the

worksheet.

Create RCA

Worksheet

Return to Draft Change the "Worksheet Status" back to Draft to

allow workers to edit or delete the worksheet.

Create RCA

Worksheet

MFIP Worksheet

Button

Opens the MFIP Worksheet screen to assist in

determining the MFIP amount

Create RCA

Worksheet

Table 3-3: RCA Payment Worksheet User Actions



The figure below shows an example of the RCA Payment Worksheet action menu

Figure 3-8: RCA Payment Worksheet Action Menu



3.5 MFIP Worksheet Screen

The following screen shows the MFIP Worksheet screen, which is displayed when the worker

clicks on the "MFIP Worksheet" button on the RCA Payment Worksheet.

The MFIP Worksheet screen is a dialog box, which does not show required field markers or

error message on the fields (red squiggly). Rules are applied then the worker selects

another field or clicks on a button. See Section 4.1.5, "MFIP Worksheet Screen," starting on

page 42 for details.

Figure 3-9: MFIP Worksheet Screen

3.5.1 MFIP Worksheet Field List Overview

The following table shows a list of fields on the MFIP Worksheet detail screen and a

description of each field.

Label Description

4a. Total MFIP for

Assistance Unit

The total MFIP standard for the assistance unit

4b. RCA Children in

Assistance Unit

The number of children in the assistance unit for whom RCA will

be paid.

4c. MFIP without RCA

Children

The MFIP standard for the assistance unit if the children for

whom RCA will be paid were not part of the assistance unit.

4d. MFIP for all RCA

Children

The amount of MFIP the assistance unit is receiving for the RCA

children

System calculated

4e.Child's MFIP The amount of MFIP for an individual child in the assistance unit.

System calculated

Table 3-4: MFIP Worksheet Field List



3.5.2 MFIP Worksheet User Actions

The table below summarizes the user actions: View, Edit, standard Action menu options,

custom Action menu options, custom buttons and custom toolbar buttons for the MFIP

Worksheet screen. See Section 4.1.5.2, "MFIP Worksheet User Actions," starting on page

44 for details.

Action Description Security

View Provides the ability to see all information included on

MFIP Worksheet s

Fiscal Default

Activities

or

Worker Default

Activities

Edit Provides the ability to change values on a MFIP

Worksheet

Create RCA

Worksheet

Custom Screen Buttons

OK Sets "4. MFIP" amount on the RCA Payment Worksheet

to the calculated "4e.Child's MFIP" amount

Create RCA

Worksheet

Cancel Closes the MFIP Worksheet Create RCA

Worksheet

Table 3-5: MFIP Worksheet User Actions



SECTION FOUR: DETAILED DESIGN

4.0 Introduction

This section describes the detailed design of RCA Payment Worksheet.

4.1 RCA Payment Worksheet Screen

The following screen shows the RCA Payment Worksheet tree, a grid of all RCA Payment

Worksheets with a preview of the selected RCA Payment Worksheet below the grid.




4.1.1 RCA Payment Worksheet Detail Screen

An example of the RCA Payment Worksheet detail screen is shown below.

Figure 4-2: RCA Payment Worksheet Detail Screen



4.1.2 RCA Payment Worksheet Field Rules

This section contains detailed information about each field on the RCA Payment Worksheet

screen. Unless otherwise specified, all fields in this section are in the table

RCA_WORKSHEET.

4.1.2.1 Client Name

Label Client Name Identifier

Field PERSON_ID 5800.0625.1

Control Type Text Box

Control Options Format Last, First Middle Suffix using FormatNameLFMS

Default on New PERSON_ID of the person selected in the tree

Enabled When Never

Required When N/A

On Change N/A

4.1.2.2 Date of Birth

Label Date of Birth Identifier

Field PERSON.BIRTH_DT for PERSON_ID 5800.0625.2

Control Type Date Picker

Control Options Format Date only - mm/dd/yyyy

Default on New PERSON.BIRTH_DT for the person selected in the tree

Enabled When Never

Required When N/A

On Change N/A

4.1.2.3 CalculatedAge

Label CalculatedAge Identifier

Field N/A N/A

Control Type Text box

Control Options Format 99

Value CalculatedAge(PERSON.BIRTH_DT for the person selected

in the tree, last_day(RCA_WRKSHT_EFF_DT))

Default on New blank

Enabled When Never

Required When N/A

On Change N/A

Context

Sensitive Help

"CalculatedAge" is the client's age on the last day of the month based

on the "Worksheet Effective Date." (HLP_RCA_CALC_AGE - 4010010)



4.1.2.4 PMI #

Label PMI # Identifier

Field PERSON.PMI for PERSON_ID 5800.0625.3


Control Options N/A

Default on New PERSON.PMI for the person selected in the tree

Enabled When Never

Required When N/A

On Change N/A

4.1.2.5 Custody Transfer Date

Label Custody Transfer Date Identifier

Field CUST_TRANSFER_DT 5800.5664


Control Options Date only - mm/dd/yyyy

Default on New Blank

Enabled When Always

Required When Never

On Change N/A

Other Addition rules apply on the Finalize action

Context

Sensitive Help

Enter the date of the court order establishing permanent legal and

physical custody to the relative. (HLP_RCA_CST_TRN_DT - 4010011)

Field Exit Rules

Rule Custody Transfer Date must be on or after the client's DOB

Error condition CUST_TRANSFER_DT < PERSON.BIRTH_DT

Message "Custody Transfer Date" ([@CustodyTransfer]) must be on or after the

client's "Date of Birth" ([@BirthDate]).

Parameters [@CustodyTransfer] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy

[@BirthDate] = PERSON.BIRTH_DT formatted as mm/dd/yyyy

Rule Custody Transfer Date must be on or after 07/01/1997, which is the

date the RCA Program started.

Error condition CUST_TRANSFER_DT < to_date('07/01/1997','mm/dd/yyyy')

Message "Custody Transfer Date" ([@CustodyTransfer]) must be on or after

07/01/1997.


Rule Display a warning if Custody Transfer Date is blank

Error condition CUST_TRANSFER_DT is null

Message WARNING: "Custody Transfer Date" must have a value before you can

Finalize.



Label Custody Transfer Date Identifier

Field CUST_TRANSFER_DT 5800.5664

Rule Display a warning if Custody Transfer Date is in the future

Error condition CUST_TRANSFER_DT > trunc(sysdate)

Message WARNING: "Custody Transfer Date" ([@CustodyTransfer]) cannot be in

the future when you Finalize.


4.1.2.6 Assessment Supplemental Level

Label Assessment Supplemental Level Identifier

Field ASSESS_LEVEL_CD 5800.5666

Control Type Drop Down – single column

Control Options Format CODE.DESCRIPTION for ASSESS_LEVEL_CD

Values All ASSESS_LEVEL_CD codes

Sorting CODE.SORT_ORDER


Enabled When Always

Required When Always

On Change Lookup Supplemental Assistance Rate (RCA_ASSESS_LVL_RATE)

Context

Sensitive Help

To determine the supplemental assistance level, the local agency must

assess whether the child has physical, emotional, mental, or behavioral

disabilities that require more care, supervision, or structure than is

ordinarily provided in a family to children of the same age. If so, the

agency must determine which of the supplemental maintenance levels

applies to the child. (HLP_RCA_AS_SUPL_LVL - 4010012)



4.1.2.7 Worksheet Effective Date

Label Worksheet Effective Date Identifier

Field RCA_WRKSHT_EFF_DT 5800.5665


Control Options Date only - mm/dd/yyyy


Enabled When Revision = 0 (REVISION_NUM = 0)


On Change Lookup Base Assistance Rate (RCA_BASIC_MNTH_RATE)

Lookup Applicable Federal Poverty Guideline (FPG_AMT)

Other Addition rules apply on the Finalize action

Field Exit Rules

Rule Display a warning if the Worksheet Effective Date is before the Custody

Transfer Date and Custody Transfer Date has a value

Error condition RCA_WRKSHT_EFF_DT < CUST_TRANSFER_DT and

CUST_TRANSFER_DT is not null

Message WARNING: "Worksheet Effective Date" ([@EffDate]) must be on or

after the "Custody Transfer Date" ([@CustodyDate]) before you can

Finalize.

Parameters [@EffDate] = RCA_WRKSHT_EFF_DT, formatted as mm/dd/yyyy

[@CustodyDate] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy

Rule Only one RCA Payment Worksheet can exist for a "Worksheet Effective

Date," with the exception of Revisions

Error condition Revision = 0 and an RCA Payment Worksheet exists for the "Worksheet

Effective Date"

REVISION_NUM = 0

and exists (select '*' from RCA_WORKSHEET w

where w.RCA_WRKSHT_EFF_DT =

RCA_WRKSHT_EFF_DT

and w.PERSON_ID = PERSON_ID)

Message An RCA Payment Worksheet already exists for the "Worksheet Effective

Date" ([@EffDate]).

Parameters [@EffDate] = RCA_WRKSHT_EFF_DT, formatted as mm/dd/yyyy

4.1.2.8 Revision

Label Revision Identifier

Field REVISION_NUM 5800.5720


Default on New 0

Enabled When Never

Required When N/A

On Change N/A



4.1.2.9 Worksheet Status

Label Worksheet Status Identifier

Field RCA_WRKSHT_STAT_CD 5800.5689

Control Type Drop Down – single column

Control Options Format CODE.DESCRIPTION for RCA_WRKSHT_STAT_CD

Values RCA_WRKSHT_STAT_CD codes

Sorting CODE.SORT_ORDER

Default on New 01 - Draft

Enabled When Never

Required When N/A

On Change N/A

4.1.2.10 Base Assistance Rate

Label 1. Base Assistance Rate Identifier

Field RCA_BASIC_MNTH_RATE 5800.5667


Contained In Rate Computation group box

Control Options Format $9,999

Value select r.BASIC_MNTH_RATE

from RCA_BASIC_RATE r

where CalculatedAge(PERSON.BIRTH_DT,

last_day(RCA_WRKSHT_EFF_DT))

between r.AGE_LOW and nvl(r.AGE_HIGH,99)


Enabled When Never

Required When N/A

On Change Calculate Maximum Assistance Rate (RCA_MAX_MNTH_RATE)

4.1.2.11 Supplemental Assistance Rate

Label 2. Supplemental Assistance Rate Identifier

Field RCA_ASSESS_LVL_RATE 5800.5668




Value select r.ASSESS_LVL_RATE

from RCA_SUPP_RATE r

where r.ASSESS_LEVEL_CD = ASSESS_LEVEL_CD


Enabled When Never

Required When N/A



Label 2. Supplemental Assistance Rate Identifier

Field RCA_ASSESS_LVL_RATE 5800.5668

On Change Calculate Maximum Assistance Rate (RCA_MAX_MNTH_RATE)

4.1.2.12 Maximum Assistance Rate

Label 3. Maximum Assistance Rate Identifier

Field RCA_MAX_MNTH_RATE 5800.5669




Value RCA_BASIC_MNTH_RATE + RCA_ASSESS_LVL_RATE


Enabled When Never

Required When N/A

On Change Calculate Net Maximum Assistance Rate (RCA_NET_MAX_RATE)

4.1.2.13 MFIP

Label 4. MFIP Identifier

Field OFFSET_MFIP 5800.5670


Contained In Monthly Child Income Offsets group box

Control Options Format Currency (whole dollars only): $9,999

Default on New $0

Enabled When Always


On Change Calculate Total Offsets (OFFSET_TOTAL)

Context

Sensitive Help Relatives receiving RCA on behalf of a child are expected to seek and

apply for whatever assistance is available through the Minnesota Family

Investment Program (MFIP), or other applicable Temporary Assistance

for Needy Families (TANF) program. The monthly amount received on

behalf of the child only includes the cash portion of the benefit. Enter

the monthly amount on this line. If the relative custodian fails to apply

for assistance through the appropriate program for which the child is

eligible, the RCA payment must be calculated as though the assistance

was being received and the amount for which the child would have

been eligible must be entered on this line. If the child is not eligible for

any of the programs listed above, enter 0.

When the child is the only member of the assistance unit for which

assistance is being received enter the total amount of the monthly

standard. When the child is part of a larger assistance unit, determine

the amount to enter using the "MFIP Worksheet" button.



Label 4. MFIP Identifier

Field OFFSET_MFIP 5800.5670

Field Exit Rules

Rule Display a warning if MFIP is $0

Error condition OFFSET_MFIP = 0

Message WARNING: "4. MFIP" is $0. Most RCA children are eligible for MFIP.

Rule MFIP must be >= 0

Error condition OFFSET_MFIP < 0

Message "4. MFIP" ([@MFIP]) must be greater than or equal to $0.

Parameters [@MFIP] = OFFSET_MFIP, formatted as -$9,999

4.1.2.14 Supplemental Security Income (SSI)

Label 5. Supplemental Security Income (SSI) Identifier

Field OFFSET_SSI 5800.5675




Default on New $0

Enabled When Always



Context

Sensitive Help

Enter the monthly amount of supplemental security income (SSI)

received by or on behalf of the child. (HLP_RCA_SSI - 4010014)

Field Exit Rules

Rule SSI must be >= 0

Error condition OFFSET_SSI < 0

Message "5. Supplemental Security Income (SSI)" ([@SSI]) must be greater

than or equal to $0.

Parameters [@SSI] = OFFSET_SSI, formatted as -$9,999

4.1.2.15 Veterans Benefits (VA)

Label 6. Veterans Benefits (VA) Identifier

Field OFFSET_VA 5800.5676




Default on New $0

Enabled When Always





Label 6. Veterans Benefits (VA) Identifier

Field OFFSET_VA 5800.5676

Context

Sensitive Help

Enter the monthly amount of veteran's benefits received by or on

behalf of the child. (HLP_RCA_VA_BEN - 4010015)

Field Exit Rules

Rule Veterans Benefits must be >= 0

Error condition OFFSET_VA < 0

Message "6. Veterans Benefits (VA)" ([@VA]) must be greater than or equal to

$0.

Parameters [@VA] = OFFSET_VA, formatted as -$9,999

4.1.2.16 RSDI

Label 7a. RSDI Identifier

Field OFFSET_RSDI 5800.5677




Default on New $0

Enabled When Always



Context

Sensitive Help

Enter the monthly amount of Retirement, Survivor, and Disability

Insurance (RSDI) received by or on behalf of the child. (HLP_RCA_RSDI

- 4010016)

Field Exit Rules

Rule RSDI must be >= 0

Error condition OFFSET_RSDI < 0

Message "7a. RSDI" ([@RSDI]) must be greater than or equal to $0.

Parameters [@RSDI] = OFFSET_RSDI, formatted as -$9,999

4.1.2.17 Railroad Retirement Benefits

Label 7b. Railroad Retirement Benefits Identifier

Field OFFSET_RRB 5800.5678




Default on New $0

Enabled When Always





Label 7b. Railroad Retirement Benefits Identifier

Field OFFSET_RRB 5800.5678

Context

Sensitive Help

Enter the monthly amount of Railroad Retirement Benefits received by

or on behalf of the child. (HLP_RCA_RR_BEN - 4010017)

Field Exit Rules

Rule Railroad Retirement Benefits must be >= 0

Error condition OFFSET_RRB < 0

Message "7b. Railroad Retirement Benefits" ([@RRB]) must be greater than or

equal to $0.

Parameters [@RRB] = OFFSET_RRB, formatted as -$9,999

4.1.2.18 Black Lung Benefits

Label 7c. Black Lung Benefits Identifier

Field OFFSET_BLB 5800.5679




Default on New $0

Enabled When Always



Context

Sensitive Help

Enter the monthly amount of Black Lung Benefits received by or on

behalf of the child. (HLP_RCA_BL_BEN - 4010018)

Field Exit Rules

Rule Black Lung Benefits must be >= 0

Error condition OFFSET_BLB < 0

Message "7c. Black Lung Benefits" ([@BLB]) must be greater than or equal to

$0.

Parameters [@BLB] = OFFSET_BLB, formatted as -$9,999

4.1.2.19 Applicable Child Support

Label 7d. Applicable Child Support Identifier

Field OFFSET_CHILD_SUPP 5800.5680




Default on New $0

Enabled When Always





Label 7d. Applicable Child Support Identifier

Field OFFSET_CHILD_SUPP 5800.5680

Context

Sensitive Help

Enter the monthly amount of Child Support received by or on behalf of

the child, if not already included in MFIP calculation.

(HLP_RCA_APL_CHILD_SUP - 4010019)

Field Exit Rules

Rule Applicable Child Support must be >= 0

Error condition OFFSET_CHILD_SUPP < 0

Message "7d. Applicable Child Support" ([@CHILD_SUPP]) must be greater than

or equal to $0.

Parameters [@CHILD_SUPP] = OFFSET_CHILD_SUPP, formatted as -$9,999

4.1.2.20 Other Income

Label 7e. Other Income Identifier

Field OFFSET_OTHER 5800.5681




Default on New $0

Enabled When Always



Context

Sensitive Help

Enter the monthly amount of any other income received on behalf of

the child. (HLP_RCA_OTHER_INC - 4010020)

Field Exit Rules

Rule Other Income must be >= 0

Error condition OFFSET_OTHER < 0

Message "7e. Other Income" ([@OTHER]) must be greater than or equal to $0.

Parameters [@OTHER] = OFFSET_OTHER, formatted as -$9,999



4.1.2.21 Total Offsets

Label 8. Total Offsets Identifier

Field OFFSET_TOTAL 5800.5682




Value If all Offsets have values:

OFFSET_MFIP + OFFSET_SSI + OFFSET_VA +

OFFSET_RSDI + OFFSET_RRB + OFFSET_BLB +

OFFSET_CHILD_SUPP + OFFSET_OTHER

Default on New 0

Enabled When Never

Required When N/A

On Change Calculate Net Maximum Assistance Rate (RCA_NET_MAX_RATE)

4.1.2.22 Net Maximum Assistance Rate

Label 9. Net Maximum Assistance Rate Identifier

Field RCA_NET_MAX_RATE 5800.5683


Contained In Payment Computation group box


Value if RCA_MAX_MNTH_RATE – OFFSET_TOTAL > 0 then

RCA_MAX_MNTH_RATE – OFFSET_TOTAL

else

0


Enabled When Never

Required When N/A

On Change Calculate Monthly RCA Payment Amount (MONTHLY_RCA_AMT)



4.1.2.23 Annual Gross Family Income

Label 10. Annual Gross Family Income Identifier

Field ANNUAL_INCOME 5800.5684



Control Options Format Currency (whole dollars only): $999,999;($999,999);$0


Enabled When Always

Required When Net Maximum Assistance Rate > 0 (RCA_NET_MAX_RATE > 0)

On Change Calculate Gross Family Income Percentage (GROSS_INCOME_PCT)

Context

Sensitive Help Gross Family Income is the sum of annual gross earned and unearned

income from all members of the family. Earned income means cash or

in-kind income earned through the receipt of wages, salary,

commissions, profit from employment activities, net profit from self-

employment activities, payments made by an employer for regularly

accrued vacation or sick leave, and any other profit from activities

earned through effort or labor. Unearned income means income

received by a person that does not meet the definition of earned

income (i.e., interest, dividends, disability insurance payments,

insurance payments, insurance settlements, etc.).

Family members includes the following people who live together: a

minor child or a group of minor children related to each other as

siblings, half siblings, stepsiblings, or adoptive siblings, together with

their natural, adoptive parents, stepparents or caregiver. Caregiver is

defined as the natural or adoptive parent(s) who live in the home of the

child and can also be defined as individuals, if adult, who live with and

provide care and support for a minor child when the natural or adoptive

parents do not reside in the same home: legal custodians,

grandfathers, grandmothers, brothers, sisters, stepfathers,

stepmothers, stepbrothers, stepsisters, uncles, aunts, first cousins,

nephews, nieces, persons of preceding generations as denoted by

prefixes of great, great-great, or great-great-great, or spouses of any

persons named in the above groups even after the marriage ends by

death or divorce. (HLP_RCA_ANNL_INC - 4010021)



4.1.2.24 Household Size

Label 11. Household Size Identifier

Field HOUSEHOLD_SIZE 5800.5685





Enabled When Always

Required When Net Maximum Assistance Rate > 0 (RCA_NET_MAX_RATE > 0)

On Change Calculate Applicable Federal Poverty Guideline (FPG_AMT)

Context

Sensitive Help

Enter the number of people making up the family (including the child or

children for whom permanent legal and physical custody was or is to be

granted), for which gross family income was determined on line 10.

(HLP_RCA_HOUSE_SIZE - 4010022)

Field Exit Rules

Rule Household Size must be greater than one

Error condition HOUSEHOLD_SIZE <= 1

Message "11. Household Size" ([@Household]) must be greater than one.

Parameters [@Household] = HOUSEHOLD_SIZE

4.1.2.25 Applicable Federal Poverty Guideline

Label 12. Applicable Federal Poverty Guideline Identifier

Field FPG_AMT 5800.5686




Value If HOUSEHOLD_SIZE > 1 then

select fpg.FPG_BASE_AMT +

((HOUSEHOLD_SIZE – 1) *

fpg.FPG_ADDL_PERSON_AMT)

from FED_POVERTY_GUIDE fpg

where fpg.EFF_START_DT =

(select max(fpg2.EFF_START_DT)

from FED_POVERTY_GUIDE fpg2

where fpg2.EFF_START_DT <=

RCA_WRKSHT_EFF_DT)

else (HOUSEHOLD_SIZE <=1)

null


Enabled When Never

Required When N/A

On Change Calculate Gross Family Income Percentage (GROSS_INCOME_PCT)



4.1.2.26 Gross Family Income Percentage

Label 13. Gross Family Income Percentage Identifier

Field GROSS_INCOME_PCT 5800.5687



Control Options Format 999%; (999%); 0%

Value If nvl(FPG_AMT,0) > 0 then

round((ANNUAL_INCOME / nvl(FPG_AMT,0)) * 100)

else

0


Enabled When Never

Required When N/A

On Change Calculate RCA Percentage (RCA_PERCENT)

4.1.2.27 RCA Percentage

Label 14. RCA Percentage Identifier

Field RCA_PERCENT 5800.5695



Control Options Format 999%

Value If GROSS_INCOME_PCT is not null then

(select p.RCA_PERCENT

from RCA_PERCENTAGE p

where GROSS_INCOME_PCT

between p.INCOME_PERCENT_LOW

and nvl(p.INCOME_PERCENT_HIGH, 9999)

else

null


Enabled When Never

Required When N/A

On Change Calculate Monthly RCA Payment Amount (MONTHLY_RCA_AMT)



4.1.2.28 Monthly RCA Payment Amount

Label 15. Monthly RCA Payment Amount Identifier

Field MONTHLY_RCA_AMT 5800.5688




Value round((RCA_PERCENT/100) * RCA_NET_MAX_RATE)


Enabled When Never

Required When N/A

On Change Calculate Daily RCA Payment Amount

4.1.2.29 Daily RCA Payment Rate

Label 16. Daily RCA Payment Rate Identifier

Field N/A N/A



Control Options Format $9,999.99

Value round(MONTHLY_RCA_AMT * 12 / 365,2)


Enabled When Never

Required When N/A

On Change N/A



4.1.3 RCA Payment Worksheet User Actions

This section describes the rules for View, Edit, and standard Action menu options, custom

Action menu options, and custom buttons for the RCA Payment Worksheet screen.

4.1.3.1 View RCA Payment Worksheet Rules

The following security function is required to view RCA Payment Worksheet.

View RCA Payment Worksheet Rules

Security Fiscal Default Activities or Worker Default Activities

Table 4-1: View RCA Payment Worksheet Rules

4.1.3.2 Edit RCA Payment Worksheet Rules

The following rules define when RCA Payment Worksheet can be edited.

Edit RCA Payment Worksheet Rules

Security Create RCA Worksheet

Enabled when Worksheet Status = Draft (RCA_WRKSHT_STAT_CD = '01')

Table 4-2: Edit RCA Payment Worksheet Rules

4.1.3.3 New RCA Payment Worksheet Rules

The following rules define when a worker can create a new RCA Payment Worksheet.

New RCA Payment Worksheet Rules


Enabled when Always

Multi-select No

Other The "New RCA Payment Worksheet" action is only available from the

RCA Payment Worksheet folder under Fiscal Details for the client.

Table 4-3: New RCA Payment Worksheet Rules

4.1.3.4 Delete

The following rules define when a worker can delete an RCA Payment Worksheet.

Delete


Enabled when "Worksheet Status" = "Draft" (RCA_WRKSHT_STAT_CD = '01')

Multi-select Yes

Rules on Select

Rule An RCA Payment Worksheet can only be deleted when the Worksheet

Status = Draft

Error condition Worksheet Status <> Draft (RCA_WRKSHT_STAT_CD <>= '01')

Message An RCA Payment Worksheet can only be deleted when the "Worksheet

Status" is "Draft."

Table 4-4: Delete RCA Payment Worksheet Rules



4.1.3.5 Create Duplicate

The table below summarizes the "Create Duplicate" rules.

Create Duplicate Rules


Enabled when Always

Multi-select No

Rules on Select

Rule N/A

System Action

Open the RCA Payment Worksheet detail screen on a new record

Set the "Worksheet Status" to "Draft" (RCA_WRKSHT_STAT_CD = '01')

Set the "Revision" to 0 (REVISION_NUM = 0)

Set the "Worksheet Effective Date" to blank (RCA_WRKSHT_EFF_DT = null)

Set the following fields to the value of the selected record:

Custody Transfer Date (CUST_TRANSFER_DT)

Assessment Supplemental Level (ASSESS_LEVEL_CD)

MFIP (OFFSET_MFIP)

Supplemental Security Income (SSI) (OFFSET_SSI)

Veterans Benefits (VA) (OFFSET_VA)

RSDI (OFFSET_RSDI)

Railroad Retirement Benefits (OFFSET_RRB)

Black Lung Benefits (OFFSET_BLB)

Applicable Child Support (OFFSET_CHILD_SUPP)

Other Income (OFFSET_OTHER)

Annual Gross Family Income (ANNUAL_INCOME)

Household Size (HOUSEHOLD_SIZE)

MFIP Worksheet fields:

Total MFIP for Assistance Unit (MFIP_UNIT_AMT)

RCA Children in Assistance Unit (MFIP_RCA_COUNT)

MFIP without RCA Children (MFIP_NON_RCA_AMT)

Table 4-5: Create Duplicate Action



4.1.3.6 Create Revision

The table below summarizes the "Create Revision" rules.

Create Revision Rules


Enabled when "Worksheet Status" = "Finalized" (RCA_WRKSHT_STAT_CD = '02')

Multi-select No

System Action

Open the RCA Payment Worksheet detail screen on a new record


Set the "Revision" to the latest Revision for the "Worksheet Effective Date" on the selected

record + 1:

REVISION_NUM =

select max(REVISION_NUM)

from RCA_WORKSHEET w

where w.RCA_WRKSHT_EFF_DT = selected record RCA_WRKSHT_EFF_DT)

+1

Set the "Worksheet Effective Date" to the "Worksheet Effective Date" of the selected record

(RCA_WRKSHT_EFF_DT)

Set the following fields to the value of the selected record:

Custody Transfer Date (CUST_TRANSFER_DT)

Assessment Supplemental Level (ASSESS_LEVEL_CD)

MFIP (OFFSET_MFIP)

Supplemental Security Income (SSI) (OFFSET_SSI)

Veterans Benefits (VA) (OFFSET_VA)

RSDI (OFFSET_RSDI)

Railroad Retirement Benefits (OFFSET_RRB)

Black Lung Benefits (OFFSET_BLB)

Applicable Child Support (OFFSET_CHILD_SUPP)

Other Income (OFFSET_OTHER)

Annual Gross Family Income (ANNUAL_INCOME)

Household Size (HOUSEHOLD_SIZE)

MFIP Worksheet fields:

Total MFIP for Assistance Unit (MFIP_UNIT_AMT)

RCA Children in Assistance Unit (MFIP_RCA_COUNT)

MFIP without RCA Children (MFIP_NON_RCA_AMT)

Table 4-6: Create Revision Action



4.1.3.7 Finalize

The table below summarizes the "Finalize" rules.

Finalize Rules


Enabled when "Worksheet Status" = "Draft" (RCA_WRKSHT_STAT_CD = '01')

Multi-select No

Rules on Select

Rule Worker must save any changes before Finalizing

Error condition Record is in edit mode and one or more fields have changed.

Message The RCA Payment Worksheet has been modified. Save or cancel

changes to Finalize.

Rule "Custody Transfer Date" must have a value to Finalize.

Error condition CUST_TRANSFER_DT is null

Message The "Custody Transfer Date" must have a value to Finalize.

Rule "Custody Transfer Date" cannot be in the future to Finalize

Error condition CUST_TRANSFER_DT > trunc(sysdate)

Message "Custody Transfer Date" ([@CustodyTransfer]) cannot be in the future

to Finalize.


Rule "Worksheet Effective Date" cannot be before the "Custody Transfer

Date" to Finalize

Error condition RCA_WRKSHT_EFF_DT < CUST_TRANSFER_DT

Message "Worksheet Effective Date" ([@Effective]) must be on or after the

"Custody Transfer Date" ([@CustodyTransfer]) to Finalize.

Parameters [@Effective] = RCA_WRKSHT_EFF_DT, formatted as mm/dd/yyyy

[@CustodyTransfer] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy

Confirmation Dialog

Rule Verify the worker want to complete the action.

Applied When Always

Message Finalize? This action sets the "Worksheet Status" to "Finalized." Do

you want to continue?

System Action

Set the "Worksheet Status" to "Finalized." (RCA_WRKSHT_STAT_CD = '02')

Save the record

Table 4-7: Finalize Action



4.1.3.8 Return to Draft

The table below summarizes the "Return to Draft" rules.

Return to Draft Rules


Enabled when "Worksheet Status" = "Finalized" (RCA_WRKSHT_STAT_CD = '02')

Multi-select No

Confirmation Dialog

Rule Verify the worker wants to complete the action.

Applied When Always

Message Return to Draft? This action sets the "Worksheet Status" to "Draft."

Do you want to continue?

System Action


Save the record

Table 4-8: Return to Draft Action

4.1.3.9 MFIP Worksheet Button

The table below summarizes the "MFIP Worksheet Button" rules.

MFIP Worksheet Button Rules


Enabled when Always

Multi-select N/A

System Action

Open the MFIP Worksheet Screen

Table 4-9: MFIP Worksheet Button Action



4.1.4 RCA Payment Worksheet Grid

An example of the RCA Payment Worksheet grid is shown below.

Figure 4-3: RCA Payment Worksheet Grid

The grid lists RCA Payment Worksheets based on the worker's current location within the

application as listed below:

Location Records Displayed

RCA Payment Worksheets folder under the

Fiscal Details folder for a Client

All RCA Payment Worksheets for the

Client

RCA Payment Worksheets folder under the

Fiscal Details folder for a Case

All RCA Payment Worksheets for all

Clients in all Workgroups in the Case

Table 4-10: RCA Payment Worksheet Grid Location Information

Following is a list of fields available on the RCA Payment Worksheet grid. The default

columns and available fields for all nodes containers are the same except where noted.

Unless otherwise noted, all fields in the grid are in table RCA_WORKSHEET.

Column Heading Settings Default

Order

Client Name Data Source PERSON_ID 1

Format Last, First Middle Suffix using

FormatNameLFMS for PERSON_ID

Sorting 1 Primary sort on Last, First, Middle, Suffix

Grouping Primary

Other Column is not available in the RCA Payment

Worksheets folder under Fiscal Details for a

Client

Worksheet

Effective Date

Data Source RCA_WRKSHT_EFF_DT 2

Format mm/dd/yyyy

Sorting 2 Secondary, descending

Revision Data Source REVISION_NUM 3

Sorting 3 Tertiary, descending

Worksheet Status Data Source RCA_WRKSHT_STAT_CD 4

Format CODE.DESCRIPTION for

RCA_WRKSHT_STAT_CD



Column Heading Settings Default

Order

Monthly RCA

Payment Amount

Data Source MONTHLY_RCA_AMT 5

Format $9,999

Assessment

Supplemental

Level

Data Source ASSESS_LEVEL_CD 6

Format CODE.DESCRIPTION for

ASSESS_LEVEL_CD

Total Offsets Data Source OFFSET_TOTAL 7

Format $99,999

Annual Gross

Family Income

Data Source ANNUAL_INCOME 8

Format $999,999

Household Size Data Source HOUSEHOLD_SIZE 9

Format 99

Applicable Federal

Poverty Guideline

Data Source FPG_AMT Optional

Format $99,999

Custody Transfer

Date

Data Source CUST_TRANSFER_DT Optional

Format mm/dd/yyyy

Date of Birth Data Source PERSON.BIRTH_DT Optional

Format mm/dd/yyyy

PMI # Data Source PERSON.PMI Optional

RCA Worksheet # Data Source RCA_WORKSHEET_ID Optional

SSIS Person # Data Source PERSON_ID Optional

Table 4-11: RCA Payment Worksheet Grid Columns



4.1.5 MFIP Worksheet Screen

The following screen shows the MFIP Worksheet screen, which is displayed when the worker

clicks on the "MFIP Worksheet" button on the RCA Payment Worksheet.

The MFIP Worksheet screen is a dialog box, which does not show required field markers or

error message on the fields (red squiggly). Rules are applied then the worker selects

another field or button.

Figure 4-4: MFIP Worksheet Screen

4.1.5.1 MFIP Worksheet Field Rules

This section contains detailed information about each field on the MFIP Worksheet screen.

Unless otherwise specified, all fields in this section are in the table RCA_WORKSHEET.

Note: Because this screen is not in the architecture, required markers do not display. Field

level edits are displayed in a pop-up dialog box when the worker exists the field.

4.1.5.1.1 Total MFIP for Assistance Unit

Label 4a. Total MFIP for Assistance Unit Identifier

Field MFIP_UNIT_AMT 5800.5671



Default on New $0

Enabled When Worksheet Status = Draft (RCA_WRKSHT_STAT_CD = '01')

Required When N/A

On Change N/A

Context

Sensitive Help

Determine the total MFIP standard for the assistance unit.

(HLP_RCA_MFIP_TOT_UN - 4010101)

Field Exit Rules

Rule Total MFIP for Assistance Unit must be >= 0

Error condition MFIP_UNIT_AMT < 0 or is null

Message "Total MFIP for Assistance Unit" ([MFIP_UNIT_AMT]) must be greater


System Action If MFIP_UNIT_AMT >= 0, Calculate Net RCA Children MFIP



4.1.5.1.2 RCA Children in Assistance Unit

Label 4b. RCA Children in Assistance Unit Identifier

Field MFIP_RCA_COUNT 5800.5672



Default on New 0


Required When N/A

On Change N/A

Context

Sensitive Help

Determine the number of children in the assistance unit for whom RCA

will be paid. (HLP_RCA_MFIP_CHILD_CNT - 4010102)

Field Exit Rules

Rule RCA Children in Assistance Unit must be >= 1

Error condition MFIP_RCA_COUNT < 1 or is null

Message "RCA Children in Assistance Unit" ([MFIP_RCA_COUNT]) must be

greater than or equal to 1.

System Action If MFIP_RCA_COUNT >= 1, Calculate Child's MFIP

4.1.5.1.3 MFIP without RCA Children

Label 4c. MFIP without RCA Children Identifier

Field MFIP_NON_RCA_AMT 5800.5673



Default on New $0


Required When N/A

On Change Calculate Net RCA Children MFIP

Context

Sensitive Help

Determine what the MFIP standard for the assistance unit would be if

the children for whom RCA will be paid were not part of the assistance

unit. (HLP_RCA_MFIP_NO_CHILD - 4010103)

Field Exit Rules

Rule MFIP without RCA Children must be >= 0

Error condition MFIP_NON_RCA_AMT < 0 or is null

Message "MFIP without RCA Children" ([MFIP_NON_RCA_AMT]) must be greater


System Action If MFIP_NON_RCA_AMT >= 0, Calculate Net RCA Children MFIP



4.1.5.1.4 MFIP for all RCA Children

Label 4d. MFIP for all RCA Children Identifier

Field MFIP_NET_RCA_AMT 5800.5674



Values MFIP_UNIT_AMT - MFIP_NON_RCA_AMT


Enabled When Never

Required When N/A

On Change Calculate Child's MFIP

4.1.5.1.5 Child's MFIP

Label 4e.Child's MFIP Identifier

Field Calculated field not stored on the database N/A



Values round(MFIP_NET_RCA_AMT / MFIP_RCA_COUNT)


Enabled When Never

Required When N/A

On Change N/A

4.1.5.2 MFIP Worksheet User Actions

This section describes the rules for View, Edit, OK and Cancel actions for MFIP Worksheet

screen.

4.1.5.2.1 View MFIP Worksheet Rules

The following security function is required to view MFIP Worksheet.

View MFIP Worksheet Rules

Security Fiscal Default Activities or Worker Default Activities

Table 4-12: View MFIP Worksheet Rules

4.1.5.2.2 Edit MFIP Worksheet Rules

The following rules define when MFIP Worksheet can be edited.

Edit MFIP Worksheet Rules



Table 4-13: Edit MFIP Worksheet Rules



4.1.5.2.3 OK Button

The table below summarizes the "OK" button rules.

OK Rules



Multi-select N/A

Rules on Select

Rule The Total MFIP for Assistance Unit must be >= 0

Error condition MFIP_UNIT_AMT < 0 or isnull

Message "Total MFIP for Assistance Unit" ([MFIP_UNIT_AMT]) must be greater


Rule RCA Children in Assistance Unit must be >= 1

Error condition MFIP_RCA_COUNT < 1 or isnull

Message "RCA Children in Assistance Unit" ([MFIP_RCA_COUNT]) must be

greater than or equal to 1.

Rule MFIP without RCA Children must be >= 0

Error condition MFIP_NON_RCA_AMT < 0 or isnull

Message "MFIP without RCA Children" ([MFIP_NON_RCA_AMT]) must be greater


System Action

Set MFIP (OFFSET_MFIP) on the selected RCA Payment Worksheet = Child's MFIP

calculated field

Close the MFIP Worksheet

Table 4-14: OK Button

4.1.5.2.4 Cancel Button

The table below summarizes the "Cancel" button rules.

Cancel Rules


Enabled when Always

Multi-select N/A

System Action

Close the MFIP Worksheet

Table 4-15: Cancel Button



4.2 Accessing RCA Payment Worksheets

RCA Payment Worksheets are available under the Fiscal Details folder in the Person tree or

the Case Details folder for a case. The table below shows where to access RCA Payment

Worksheets and the necessary security functions .

From Option Visible When

Case tree Case

Case Details

Fiscal Details


Security = Fiscal Default Activities

Or

Security = Worker Default Activities

Person tree Person

Fiscal Details


Security = Fiscal Default Activities

Or

Security = Worker Default Activities

Figure 4-5: Accessing RCA Payment Worksheets

4.3 RCA Payment Worksheet Tree

The figure below shows an example of the RCA Payment Worksheet folder under Fiscal

Details for a client.

Figure 4-6: RCA Payment Worksheet Tree



Fiscal Details ID 1

Description The Fiscal Details folder displays in the Person tree and under the

Case Details folder of the case

RCA Payment Worksheets ID 2

Description Folder of all RCA Payment Worksheets for the Person or the Case

Display When Always

Fixed Caption RCA Payment Worksheets

Icon (20) (21)

Individual RCA Payment Worksheet ID 3

Description A single RCA Payment Worksheet

Fixed Caption RCA Payment Worksheet

Calculated

Caption

[EffectiveDate] [Revision] [Status]

Examples 10/01/2013 (Revision: 1) Draft

10/01/2013 Finalized

11/01/2013 (Draft)

10/01/2013 (Finalized, Revision 1)

10/01/2013 (Finalized)

[EffectiveDate] RCA_WORKSHEET.RCA_WRKSHT_EFF_DT

[Revision] If RCA_WORKSHEET.REVISION_NUM > 0

'(Revision: ' || REVISION_NUM || ')'

[Status] CODE.DESCRIPTION for RCA_WRKSHT_STAT_CD

Records

included

In the Person Tree:

One node for each RCA Payment Worksheet record for the client

Under Case Details:

One node for each RCA Payment Worksheet for all Clients in all

Workgroups in the Case

Sort Order Worksheet Effective Date (RCA_WRKSHT_EFF_DT) Primary,

Descending

Revision (RCA_WORKSHEET.REVISION_NUM) Secondary,

Descending

Icon (36)



RELATED DOCUMENTS

Following is a list of documents that are related to this software specification.

Document Information

SS RCA Report.docm Software Specification for the RCA Report



GLOSSARY

Following is a list of terms defined in this document along with general definitions related to

this module. Terms defined in previous sections of the document are denoted with a bold,

italic font (e.g. Report Header).

Term/Definition Detailed Description



APPENDIX A: Issues, Design Decisions and Change

Requests

This section describes design issues and decisions and change request information.

A.1 Issues and Design Decisions

The following table lists major issues identified during design. The decision on how to

address the issue, along with the rationale is included for issues that have been resolved or

deferred.

# Issue Description Design Decision and Rationale Date

1. The Base Assistance Rate is

determined based on the

client's age and increases when

the child reaches a significant

birthdate (6, 12, or 15). Should

age be calculated based on the

"Worksheet Effective Date," the

first of that month, or the last

of that month?

Per design group, the child is eligible

for the higher rate at the beginning of

the birthday month. When possible,

we want to be consistent with Title

IV-E, which reimburses at the higher

rate for the entire month.

12/12/13

2. Is a status field needed to

provide the ability to prevent an

RCA Payment Worksheet from

being edited?

Per design group, yes we need a

"Worksheet Status" field to indicate

the worksheet is "Draft" or

"Finalized." A finalized worksheet

cannot be edited or deleted. Workers

can select "Return to Draft" on the

action menu if changes to a finalized

worksheet are needed

12/12/13

3. What level of edits are required

to ensure information is

correct?

Because the RCA program is ending,

the design team decided to only add

simple and necessary edits.

12/12/13

4. The effective date of the

Federal Poverty Guidelines can

be any date between the

published date and October 1st.

New Federal Poverty Guidelines

are normally published in late

January. What should the

effective date be in SSIS?

We will use April 1 to March 31 as

effective dates, using the field,

"Effective Start Date." The worksheet

finds the most recent Federal Poverty

Guidelines with an "Effective Start

Date" prior to the "Worksheet

Effective Date."

This logic eliminates the need for an

End Date field and allows the

"Effective Start Date" to change from

year to year if needed.

12/12/13



# Issue Description Design Decision and Rationale Date

5. The "Claim Amount" on the RCA

Claim will be in whole dollars.

What should display on the

worksheet?

Enter whole dollars in all fields except

the Daily RCA Payment Rate.

12/17/13

6. Can the Annual Gross Family

Income be less than 0?

Yes, allow a negative value in this

field to indicates a loss, which can

occur, for example, with farm

income.

12/17/13

7. When does a new RCA Payment

Worksheet need to be created?

The following situations require a new

worksheet:

Annually, on the anniversary

of the Custody Transfer Date

In the month in which the

child has a significant

birthdate

04/03/14

8. Is a new worksheet needed

when the Federal Poverty

Guidelines change?

No, the new Federal Poverty

Guidelines are incorporated into the

worksheet the next time one is

created.

04/03/14

9. It is possible to merge 2 clients

that both have an RCA Payment

Worksheet with the same

"Worksheet Effective Date" and

"Revision" number. If this were

to happen, both worksheets will

be saved. Should the RCA

Report display a message for

this situation?

We had originally planned to display a

proofing message if this happened.

Decided against using resources to

implement this message because

there is a very low probability it will

happen. Generally, an RCA client will

be an established client in the

county's SSIS database (Theresa)

03-01/14

Table A-1: RCA Payment Worksheet Issues and Design Decisions

A.2 Change Requests

The following table lists change requests and how each request was addressed.

Version PR # Issue Description Design Decision Date

14.2 14-0129-1623-24 Prevent a client's

"Clearing Status" from

being changed to

"Uncleared Client – do

not clear" if the client

has an RCA Payment

Worksheet

Change the Clearing

module to prevent

changing "Clearing

Status" to "Uncleared

Client – do not clear" if

the PERSON_ID exists

on the

RCA_WORKSHEET table

03/01/14



Version PR # Issue Description Design Decision Date

14.2 14-0131-1111-42 Person Merge should

keep all RCA Payment

Worksheets. Transfer

all RCA Payment

Worksheets from the

client being deleted to

the client being saved.

It is possible for a

merged client to have 2

finalized worksheets

with the same

"Worksheet Effective

Date" and "Revision."

03/01/14

Table A-2: Change Requests



APPENDIX B: Database Models

This figure shows the RCA Payment Worksheet tables. The tables on the right are lookup

tables used to calculate the Monthly RCA Payment Amount.

Figure B-1: RCA Payment Worksheet Tables

PERSON

ANNUAL_INCOME

ASSESS_LEVEL_CD

CUST_TRANSFER_DT

FPG_AMT

GROSS_INCOME_PCT

HOUSEHOLD_SIZE

MFIP_NET_RCA_AMT

MFIP_NON_RCA_AMT

MFIP_RCA_COUNT

MFIP_UNIT_AMT

MONTHLY_RCA_AMT

OFFSET_BLB

OFFSET_CHILD_SUPP

OFFSET_MFIP

OFFSET_OTHER

OFFSET_RRB

OFFSET_RSDI

OFFSET_SSI

OFFSET_TOTAL

OFFSET_VA

PERSON_ID

RCA_ASSESS_LVL_RATE

RCA_BASIC_MNTH_RATE

RCA_MAX_MNTH_RATE

RCA_NET_MAX_RATE

RCA_PERCENT

RCA_WORKSHEET_ID

RCA_WRKSHT_EFF_DT

RCA_WRKSHT_STAT_CD

REVISION_NUM

RCA_WORKSHEET

ASSESS_LEVEL_CD

ASSESS_LVL_RATE

RCA_SUPP_RATE_ID

RCA_SUPP_RATE

INCOME_PERCENT_HIGH

INCOME_PERCENT_LOW

RCA_PERCENT

RCA_PERCENTAGE_ID

RCA_PERCENTAGE

AGE_HIGH

AGE_LOW

BASIC_MNTH_RATE

RCA_BASIC_RATE_ID

RCA_BASIC_RATE

EFF_START_DT

FED_POVERTY_GUIDE_ID

FPG_ADDL_PERSON_AMT

FPG_BASE_AMT

FED_POVERTY_GUIDE

PERSON_ID

0..*

1



APPENDIX C: Data Structure

C.1 RCA Payment Worksheet Tables

This section contains information about the RCA Payment Worksheet tables on the local

agency's server.

Table name: FED_POVERTY_GUIDE (5805)

Parent table: N/A

Notes: This table contains the Federal Poverty Guideline amounts. The amounts

can change annually and will be effective on April 1 of the year in which

they are published.

Field

ID Fieldname Data Type

Null Allowed

Comments

5660 FED_POVERTY_GUIDE_ID NUMBER(10) N Unique record ID

0226 EFF_START_DT DATE N The date the poverty guidelines

goes into effect for the RCA

Payment Worksheet

5661 FPG_BASE_AMT NUMBER(10,0) N The base amount for one person

5662 FPG_ADDL_PERSON_AMT NUMBER(10,0) Y The amount for each additional

person in the household

0449 LAST_CHGD_BY NUMBER(10) N ID of the last person to change

the record

0450 LAST_CHGD_DT DATE N Date the record was last changed

Table name: RCA_BASIC_RATE (5810)

Parent table: N/A

Notes: This table contains the basic monthly RCA rates for the client's age. The

rates will not change for the remainder of the RCA Program. The rates for

each age range are: 0 to 5 $247

6 to 11 $277

12 to 14 $307

15 to $337

Field


Null Allowed

Comments

5690 RCA_BASIC_RATE_ID NUMBER(10) N Unique record ID

1880 AGE_LOW NUMBER(10) N The lowest age for this rate

1879 AGE_HIGH NUMBER(10) Y The highest age for this rate

5691 BASIC_MNTH_RATE NUMBER(10) N The basic monthly amount for RCA for

this age group

0449 LAST_CHGD_BY NUMBER(10) N ID of the last person to change the

record




Table name: RCA_PERCENTAGE (5815)

Parent table: N/A

Notes: This table contains the percentage of the Net Maximum Assistance Rate

the agency will pay based on the Gross Family Income Percentage. If

Gross Family Income Percentage is:

-999 to 200% RCA Percentage is 100%

201 to 225% RCA Percentage is 80%




301% and higher RCA Percentage is 0%

Field


Null

Allowed Comments

5692 RCA_PERCENTAGE_ID NUMBER(10) N Unique record ID

5693 INCOME_PERCENT_LOW NUMBER(10) N The lowest Gross Family Income

Percentage for this RCA

Percentage

5694 INCOME_PERCENT_HIGH NUMBER(10) Y The highest Gross Family Income

Percentage for this RCA

Percentage

5695 RCA_PERCENT NUMBER(10) N The RCA Percentage

0449 LAST_CHGD_BY NUMBER(10) N ID of the last person to change

the record


Table name: RCA_SUPP_RATE (5820)

Parent table: N/A

Notes: This table contains the supplemental monthly RCA rates based on the

client's assessment level. The rates will not change for the remainder of

the RCA Program. The rates for each supplemental level are:

Basic $0

Level I $150

Level II $275

Level III $400

Level IV $500

Field


Null Allowed

Comments

5696 RCA_SUPP_RATE_ID NUMBER(10) N Unique record ID

5666 ASSESS_LEVEL_CD VARCHAR2(2) N The supplemental RCA level to

which this rate applies

5697 ASSESS_LVL_RATE NUMBER(10) N The monthly supplemental amount

for the level

0449 LAST_CHGD_BY NUMBER(10) N ID of the last person to change the

record




Table name: RCA_WORKSHEET (5800)

Parent table: PERSON

Notes: This table contains RCA Payment Worksheets

Field


Null

Allowed Comments

5663 RCA_WORKSHEET_ID NUMBER(10) N Unique record ID

0625 PERSON_ID NUMBER(10) N Foreign key to the Person

record

5664 CUST_TRANSFER_DT DATE Y The date of the court order

establishing permanent

legal and physical custody

to the relative

5665 RCA_WRKSHT_EFF_DT DATE N Payment Worksheet

Effective Date

5720 REVISION_NUM NUMBER(3) Y The worksheet Revision

number. The first

worksheet for a "Worksheet

Effective Date" is 0. When

the worker selects "Create

Revision" on the Action

menu, the Revision number

is incremented by 1.

5689 RCA_WRKSHT_STAT_CD VARCHAR2(2) N The status of the worksheet

5666 ASSESS_LEVEL_CD VARCHAR2(2) N Assessment Level

5667 RCA_BASIC_MNTH_RATE NUMBER(10) N The basic monthly amount

based on the child's age on

the Payment Worksheet

Effective Date

5668 RCA_ASSESS_LVL_RATE NUMBER(10) N The monthly supplemental

amount based on the

Assessment Level

5669 RCA_MAX_MNTH_RATE Virtual =

RCA_BASIC_MNTH_RATE

+

RCA_ASSESS_LVL_RATE

The Maximum Assistance

Rate, equal to the Base plus

the Supplemental

Assistance Rate

5670 OFFSET_MFIP NUMBER(10) Y MFIP

5671 MFIP_UNIT_AMT NUMBER(10) Y Total MFIP for the family

5672 MFIP_RCA_COUNT NUMBER(10) Y Number of RCA children in

the family

5673 MFIP_NON_RCA_AMT NUMBER(10) Y MFIP without RCA children

5674 MFIP_NET_RCA_AMT Virtual = MFIP_UNIT_AMT -

MFIP_NON_RCA_AMT

MFIP for RCA children

5675 OFFSET_SSI NUMBER(10) Y Supplemental Security

Income (SSI)

5676 OFFSET_VA NUMBER(10) Y Veterans Benefits (VA)

5677 OFFSET_RSDI NUMBER(10) Y RSDI



Field


Null

Allowed Comments

5678 OFFSET_RRB NUMBER(10) Y Railroad Retirement

Benefits

5679 OFFSET_BLB NUMBER(10) Y Black Lung Benefits

5680 OFFSET_CHILD_SUPP NUMBER(10) Y Applicable Child Support

5681 OFFSET_OTHER NUMBER(10) Y Other Income

5682 OFFSET_TOTAL Virtual =

OFFSET_MFIP +

OFFSET_SSI +

OFFSET_VA +

OFFSET_RSDI +

OFFSET_RRB +

OFFSET_BLB +

OFFSET_CHILD_SUPP +

OFFSET_OTHER

The total of all offset

amounts

5683 RCA_NET_MAX_RATE Virtual =

greatest(

RCA_BASIC_MNTH_RATE

+

RCA_ASSESS_LVL_RATE)

- (OFFSET_MFIP +

OFFSET_SSI +

OFFSET_VA +

OFFSET_RSDI +

OFFSET_RRB +

OFFSET_BLB +

OFFSET_CHILD_SUPP +

OFFSET_OTHER), 0)

The Net Maximum

Assistance Rate is equal to

the Maximum Assistance

Rate minus Total Offsets

The value is 0 if Maximum

Assistance Rate minus Total

Offsets is less than 0

5684 ANNUAL_INCOME NUMBER(10) Y Annual Gross Family

Income

5685 HOUSEHOLD_SIZE NUMBER(10) Y Household Size

5686 FPG_AMT NUMBER(10) Y The Federal Poverty

Guideline Amount based on

the Household Size and

Payment Worksheet

Effective Date

5687 GROSS_INCOME_PCT Virtual =

round(ANNUAL_INCOME,

/ FPG_AMT * 100)

The Gross Family Income

Percentage equal to the

Annual Income divided by

the Federal Poverty

Guideline Amount,

multiplied by 100 and

rounded to the nearest

percent

5695 RCA_PERCENT NUMBER(10) Y The RCA Percentage



Field


Null

Allowed Comments

5688 MONTHLY_RCA_AMT Virtual =

round(RCA_PERCENT /

100 *

greatest(

RCA_BASIC_MNTH_RATE

+

RCA_ASSESS_LVL_RATE

- (OFFSET_MFIP +

OFFSET_SSI +

OFFSET_VA +

OFFSET_RSDI +

OFFSET_RRB +

OFFSET_BLB +

OFFSET_CHILD_SUPP +

OFFSET_OTHER), 0))

Amount of Monthly RCA

Payment

0449 LAST_CHGD_BY NUMBER(10) N ID of the last person to

change the record

0450 LAST_CHGD_DT DATE N Date the record was last

changed



C.2 Codes

This section contains all of the code sets and lookup fields used by RCA Payment Worksheet.

C.2.1 Code Sets in CODE table The following code sets in the CODE table are used by the RCA Payment Worksheet module.

ASSESS_LEVEL_CD

Used by: RCA_WORKSHEET.ASSESS_LEVEL_CD

Code Description Active Sort

1 Level I Y 2

2 Level II Y 3

3 Level III Y 4

4 Level IV Y 5

5 Basic Y 1

RCA_WRKSHT_STAT_CD

Used by: RCA_WORKSHEET.RCA_WRKSHT_STAT_CD

Code Description Active Sort

01 Draft Y 1

02 Finalized Y 2

C.2.2 Security The following table lists the security functions that are specific to the RCA Payment

Worksheet module. The county determines which staff is given this security function.

Activity ID Description Comments

123 Create RCA

Payment Worksheet

Users with this security function can create, edit and

delete RCA Payment Worksheets



APPENDIX D: Related Modules and Applications

Following is a list of modules, application and actions that either:

Use data from the RCA Payment Worksheet

Supply data for the RCA Payment Worksheet

Have business rule dependencies with the RCA Payment Worksheet

Item Impact

Alerts & Reminders N/A

Bus Org Merge N/A - RCA Payment Worksheets do not have a Bus Org ID

Charting/Analysis N/A

Clearing The "Clearing Status" of a person with an RCA Payment

Worksheet cannot be changed to "Uncleared Client – do no

clear." (PR #14-0129-1623-24, v14.2)

Copy Client (from

another agency)

No change needed – RCA Payment Worksheets are not copied

from agency to agency

County Preferences N/A

Data Clean-up N/A

Delete Bus Org &

Vendor Import

N/A

Delete Workgroup N/A – RCA Payment Worksheets do not have a Workgroup

Document, Service

Plans & MAPCY

N/A

Message

Infrastructure

N/A

Person Merge Transfer all RCA Payment Worksheets from the client being

deleted to the client being saved (PR #14-0131-1111-42)

Purge No change needed - A Client cannot be purged if a Payment

exists for that client, which in turn prevents RCA Claims from

being purged.

If RCA payments do not exist for the client, RCA Payment

Worksheets can be purged with the client.

Push/Pull N/A

Remove Client from

Workgroup

N/A – see Delete Workgroup above

Replace Person in

Workgroup

N/A – see Delete Workgroup above



Item Impact

Repository and Data

Warehouse

The RCA Payment Worksheet tables are uploaded to the

Repository and subsequently to the Data Warehouse.

The local agency read includes the following table:

RCA_WORKSHEET

The following lookup tables have also been added to the

Repository:

FED_POVERTY_GUIDE

RCA_BASIC_RATE

RCA_PERCENTAGE

RCA_SUPP_RATE

SSIS Adoptions N/A

State and Federal

Reports

The RCA Report uses RCA Payment Worksheets to validate an

RCA payment is eligible to be claims. Most of the fields on the

RCA Payment Worksheet are included on the RCA Claim.

Statewide Case Access N/A

SWNDX N/A

RCA Payment

Worksheet Report

A printed version of the RCA Payment Worksheet is available

using the Print action for an RCA Payment Worksheet



End of RCA Payment Worksheet Software Specification

ssis software specification - dhs.state.mn.us · the rca payment worksheet module follows ssis...

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