February 28, 2012



CalWORKs Program Guide Letter No. 261






All County Letter 11-88


Effective Date

October 1, 2011 – September 30, 2012



The purpose of this CalWORKs Program Guide Letter is to provide staff with the 2011-2012 IRT chart for the CalWORKs Program. 



Under the Quarterly Reporting/Prospective Budgeting (QR/PB) reporting system, CalWORKs recipients are required to report only certain changes in their income or family circumstances mid-quarter.


One such mandatory mid-quarter report is when the Assistance Unit (AU)’s total income exceeds the Income Reporting Threshold (IRT).


The following information regarding the IRT also applies to the Refugee Cash Assistance (RCA), Entrant Cash Assistance (ECA) and Trafficking and Crime Victims Assistance Programs (TCVAP).


2012 IRT Levels

These IRT levels were effective October 1, 2011, and will remain unchanged through September 30, 2012.


This Program Guide Letter replaces joint CalWORKs Program Guide (CPG) Special Notice 11-02 and CalFresh Program Guide (CFPG) Special Notice 11-01 issued on January 28, 2011.


Summary of Changes

CPG Section 44-250 E. Mandatory Reporting and County Initiated Mid-Quarter Changes has been updated and will be uploaded to the online CalWORKs Program Guide at http://hhsa-pg.sdcounty.ca.gov :


Changes to the CPG are noted with highlighted text :


CPG Section


Program Updates/Changes

44-250 E


Mid-Quarter Reporting

Added within the 10 Calendar day timeframe


Added Note: regarding Non-Minor Dependents (NMDs) who are not subject to CalWORKs reporting responsibilities


Income Reporting Threshold (IRT)

Added paragraph reminding staff they must re-determine the AU’s financial eligibility


Income Reporting Threshold for Recipient Family

Updated the Income Reporting Threshold amounts in table and effective dates


Income Reporting Threshold

Size of Zero

Changed from $227 to $114


Income over IRT

Added “and adequate” related to notice


Added Note: regarding appropriate discontinuance notice


Added when income is “not expected” to continue


County Initiated Mid-Quarter Change

·         Added dot points

·         Added the words “and adequate”

·         Changed 60-month to 48-month

·         Removed Cal-Learn bonus

·         Added WTW Pregnant and Parenting Teen (PPT) bonus



The CalWORKs Program Guide and the CalWORKs and CalFresh Assistance Standards Table have been updated with the new IRT levels:


·   CPG 44-250.E  Quarterly Reporting

·   CFPG 63-1102.0  Income Deductions Table


Region 1

Reporting Size

Income Reporting Threshold





















10 or more


Effective 10/1/11 to 09/30/12


Scratch Budget

The QR Scratch Budget is updated with the new IRT levels and is available in the Enterprise/QR Excel Spreadsheet folder on the shared “S” drive.


Assistance Standards Chart

An Attachment is provided of the updated CalWORKs and CalFresh Assistance Standards Chart also reflecting the new IRT amounts.


CalFresh Impact

The CalWORKs and CalFresh Assistance Standards Table can be found in CalFresh Program Guide (CFPG) Section 63-1102.1.



When recipients are discontinued from CalWORKS benefits the HSS will establish a Transitional CalFresh (TCF) case.  Refer to CFPG 63-282.2.



NACF households are not mandated to report income in excess of the IRT.  Refer to CFPG 283.8 and CFPG 63-284.4.


Medi-Cal Impact

Recipients who are discontinued from CalWORKs must be evaluated for eligibility under 1931(b) or other Medi-Cal program.


Child Care Impact

When recipients are discontinued from CalWORKs and are receiving Child Care Supportive Services, the Child Care Case Manager must evaluate ongoing child care benefits under Post Aid.


Refer to CPG 10-010 P. Child Care Income, and How To #855 Add Child Care Post Aid to a Closed CalWORKs Case located on the CalWIN Intranet.


Automation Impact

The IRT levels were updated in the CalWIN system by the Project on September 3, 2011, and were effective October 1, 2011.


QR 2 forms informing clients of their IRT levels have not changed and will continue to auto-generate during the Batch process.



ACCESS Customer Service Agents shall provide information to callers regarding the 2011-2012 IRT chart for the CalWORKs Program, and Agents shall remind recipients to report certain changes in their income and/or Family circumstances mid-quarter.


Forms Impact



Imaging Impact



Operations Impact



Quality Assurance (QA) Impact

QA shall cite the appropriate error when the regulations cited in this material have not been followed.


Manager Approval



SYLVIA MELENA, Assistant Deputy Director

Self-Sufficiency Programs

Strategic Planning & Operational Support


Manager Contact


CalWORKs Program