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[Title] Coordinating Complementary Services: Intake Training Manual [Author] Allegra Cira [Year] 2004 [Publication Type] Field Reports [Community Focus] Children, SNAP/Food Stamp Recipients [Location] Chicago, Domestic, Illinois [Description] Coordinating Complementary Services: Intake Training Manual is a curriculum for training volunteers to incorporate screenings for food stamps and children’s health insurance into existing free tax preparation… Read more [Affiliation] Emerson Fellow [Body] 
The Intake Coordinator Training Manual work product the Tax Counseling Project project Center for Economic Progress and cannot used reproduced distributed without express written consent East Madison Suite Chicago Copyright January contents this publication were created Allegra Cira Emerson National Hunger Fellow Fellowship program Congressional Page Coordinating Complementary Services Sites Introduction Why Narrative Preparing Season Creation Position Curriculum Volunteer Job Description Additional Materials Notes Initial Site Reflection Appendix Benefits Working People Flier Edited part serves diverse population middle lowincome individuals families through free tax preparation sites its While services raising awareness Earned Income Credit EITC are main components realizes that there other beneficial public programs may offer financial assistance clients such decided incorporate several complementary onsite including screening food health insurance low nocost bank accounts voter registration Together with many these further mission aiding identifying reaching attainable goals thus moving them towards greater economic selfsufficiency chose implement selected season order make successful staff began share ideas service providers local organizations community members better understand already being done each learn more about circumstances residents neighborhood able create siteappropriate plan question For pilot year one super site was chosen Back Yards which all offered based number factors high client volume large claimants diversity layout Networking Service Providers Centers Outreach Manager Senior Director Programs along director collaborated identify benefit would best fit most also evaluated potential feasibility implementation RealBenefits webbased multibenefit tool Food Stamp KidCare eligibility due versatility ease access discussions begun Illinois ensure benefits screeners well three others trains social how use agreed solicit volunteers provide identified screener communities Through Financial department had existing relationships banks credit unions partner their areas again Several new institutions joined send representatives neighborhoods Accounts differ from but they opening balance fees waived These partnerships allow open refunds can directly deposited Many different involved campaigns eager register voters addition has provided blank motorvoter forms people outside volunteer easily fill out application return intake submitted Board Elections Neighborhood Local Community LiaisonHunger visited where planned add From job placement language instruction agencies development inquired what explained plans medical sharing information integrated into gained insight received degree potentially All approached familiar supportive become promote Participant Forums Informal focus groups held offers consisted primarily who Projects have taxes last met income guidelines discussion requesting suggestions group might complement rather than telling asking feedback Forum participants suggested private then informed available Participants shared experiences living exist allowed serve Tying Managers preparers lot handle system role coordinator position actually expansion years Greeter added responsibilities manage coordinators oversee signin process screen proper documentation assist filling sheets explain direct those interested signup locations Liaison gathered operations trainings training curriculum manual expectations procedures logistics general taken consideration experience consulted interviewed introduced idea incorporating additional cited above knowledge things could coordinate top handling Visits sets during proved helpful visualizing way tie reviewed before finalized few materials charts interactive exercise prepare challenges INTAKE COORDINATOR TRAINING MANUAL TABLE CONTENTS INTRODUCTION Overview Importance Confidentiality New OnSite Expenses Practical Responsibilities Booklet ONSITE COMPLEMENTARY SERVICES Stamps KidCareFamilyCare Bank Voter Registration ITINs Individual Taxpayer Identification Numbers Midwest Clinic Chart III PROCEDURES BEFORE SITE OPENS Setup DURING OPERATION Signin EligibilityDocumentation Verification Criteria Process Sample Sheet Informing Clients Available Review AFTER CLOSES Reporting Breakdown Resource Guide seeks increase opportunities children improving nonprofit assists working poor struggle toward security stability providing counseling moderateincome throughout state grown nations largest volunteerdriven specifically serving Last alone over million returned hard Respect Important Upon completing you adhere our Pledge Your pledge not divulge distribute any personal vital dealing sensitive situations possible will andor Preparer speaking occasion assisting Applying some trying stressful times necessary respect privacy maintain comfortable environment Incorporation believe handinhand own enhance impact participating Therefore Public address immediate family needs offering while waiting improve support helping move surviving fulltime two parttime lowwage salaries mean difference between getting falling uncertain situation hours per week hour weeks Minus State Social Security Medicare Total Take Home Pay With single parent must himherself However expenses almost always much higher Main include Per Month Year Onebedroom apartment Fair Market Rent FMR includes rent utility Transportation Health Care Varies Child Monthly Yearly far outweigh When comes qualify receive IRS approximately Federal This amount total takehome pay brings expense gap same apply threemember earning eligible month Assist Medicaid healthcare Would LIHEAP once twice Subsidy Benefit Assistance combination refundEITC amounts enough money cover covers remaining worth allows extra afford telephone line clothing shoes blankets among savings account Also because dual spend twobedroom Information Cook County Low Housing Coalition wwwnlihcorgoor Mayor Daleys Keeping Affordable wwwcichiilusmayoraffordablechicago Department Human wwwdhsstateilus Subsidies Role overseeing Coordinators explaining directing persons requires responsibility ability think your feet Our least together highvolume busiest There when numbers coming both rewarding frustrating Please remember pace yourself take breaks feasible fun Full following Greet facilitate flow Screen Provide form packet answer questions concerning Interview assetbuilding supports etc Track various provider participation directed manager booklet outlines stapled person signs contains explanations should educating You copy OFFERED TAX SITES feature only REAL BENEFITS software processes states been Volunteers provides monthly funds purchase electronic called LINK card replaced paper coupons similar check lowcost under age pregnant women Childrens Insurance Program SCHIP federal designed help incomes too regular coverage FamilyCare parents receiving relatives caring place categories BANK ACCOUNTS safe convenient stable means managing saving past sign Among advantages did previously option having First ShoreBank management guidance products education VOTER REGISTRATION set like opportunity voting important civic engagement RainbowPUSH registering wish vote collect completed applications sent INDIVIDUAL TAXPAYER IDENTIFICATION NUMBERS ITINS assigned need file Number ITIN certain nonresidents resident aliens spouses dependents Saturdays MTC representation complex problems detailed please see page Location TCP Real Austin Westside Learning Shore TBD Immaculate Heart Mary Casa Romero Instituto Sat Tues Park FBA Wed Thurs ICIRR Bronzeville Mon Chatham Chinatown Charter One Auburn Gresham Employment Catholic Charities Northern Trust Highland ABC LaSalle BanksDays PUSH Humboldt Association House Lawndale Homan Square Day Action Council Pending Discussion LSC Federation Loop Employer RealBenfits Team Weekdays Days Eves Pilsen del Progresso Latino Uptown Truman College Rockford Banks Elgin array unique features Often her his methods delivering tailored individual volunteering consider integral YOUR Arrive early half officially opens operation begins cases time arrive earlier smoother run Introduce Management present Let know Reminder sure attendance list every session attend yet aware setup ask designated area Set sheet table pick setting signage tables get started quickly does Help Work Leader orderly prepared arrived begin feel official start first okay ahead encounter facilitating ensuring filled completely Remind signing day rest ready Direct fashion want long opened Ask unofficial honored transferred Verify completion Once determines limit reached closed newlyarriving asked later date AWARE leaves name she served let rule indicate leaving after unsure consult verify whether retain spot criteria Below summary complete located end Summary Certain determine returns Ultimately makes decision caseby case basis current wait complexity thing soon arrives inappropriate turned away endures prepares kinds employment corporate partnership critical qualification meeting guideline below Again decide exceptions Documentation copies missing encouraged documents hand instances choose hold containing asks give originals back keep original cards themselves member names probably SSNITIN Each discretion SSN listed policy given Client Hand everyone Explain Advance issue summer advance included knows checked off entered bottom front side CTC inform finding instruct retrieving via online wwwirsgov keyword child Family licensed licenseexempt homebased care classes recordkeeping issues relevant businesses handson useful practical improved lead running referral contact Inform likely good announcements speak continues Oneonone small point conveyed bills freed particularly wants agreeing specific essential groceries stay healthy Medical Get prevent illness happens Free expensive doctor hospital accessible Will save using currency exchanges wont Can refund paychecks faster chance elect represent withheld Talking points oneonones screened List Point lose prep applying put until Make Feel tailor outreach dynamics REMEMBER encourage employ find effective continue repeating announcement Logistics multiple IntakeComplementary designate attached Specifically reference Keep location Answer referring Remember knowledgeable walk responsible tracking purposes Much required straight forward keeping mind matters review field answered agreement certify true correct informs obtain Privacy Policy Request Limit Use event Copies requested Assure research remain confidential follows Retaining quality future easier next still bring attention convince verified remind finished break down Give inclusion folder Collect representative secured box easels tablesservice Check leave anything else casebycase Current size Complexity Expertise Behavior everything returning recommend making holding managers trust showing Wise database maybe restrictive develop regarding Advanced principal causes efile rejects Web Belligerent intoxicated uncomfortable afraid building police notify center office incidents Type Return Other States Sometimes TaxWise difficult Amended Returns Generally amended needed timeconsuming another refer walkin Prior Years During filing referred busy Manger mail April Complex basic covered Based judgment involves Rental Schedule Business depreciation inventory Form Sale investment business property Farm Moving Foreign Adoption Household final unfamiliar appears significant accept Extensions Application Automatic Extension Time File extension filed requirement even expected sufficient Estimated Taxes nonwage dependent securing charge going Substitute unable employer paycheck stubs made reasonable effort secure doing substitute Advise report employers failure Circuit Breakers Breaker senior citizens disabled PROGRAMS AccountsFirst ADDITIONAL SeniorCareCircuit Prescription Drugs Seniors ParentGuardian Pupil Only Homeless Prevention Fund LowCost Mortgages Webbased toolset enables anyone Analyze calculate securely Generate comprehensive updated descriptions policies Frontline personnel enroll either priority packages human Currently Over months grow SSI TANF energy childcare accessed Internet leads interviews collecting composition matching characteristics against rules governing variety jurisdiction They produce reports listing estimated households verifications enrollment offices continually reflect changes localities FOOD STAMPS transfer systems EBT replacing replaces USDA Puerto Rico now Receiving stamps increases nutritional value home supplies percent average acquire nonparticipating Eligibility nonfinancial verifying facts crucial determining household meets requirements qualified Most legal immigrants United August elderly undocumented ineligible stamp ablebodied childless unemployed adults limits receipt call Hotline visit STATE CHILDRENS HEALTH INSURANCE PROGRAM CHIP ILLINOIS KIDCARE District Columbia level maximum poverty FPL four ages example Children request TTY staffed Monday Friday Translators foreign wwwkidcareillinoiscom wwwcmshhsgovschip FIRST THROUGH THE CENTER committed mainstream skills enable choices banking build assets achieve retirement ownership milestones Designed never difficulties Express Savings Checking deposits reduced Accompanied workshops Club exploration options oneonone represents fresh advantage Education Workshops presentations teach passbook checkbook differences deplete deposit asset recipients protection fraudulent activity Workshop depending kind Owen osowencenterforprogressorg Citizen election Resident precinct days round except period just prior Two identification takes city Clerks City village schools libraries drivers license facilities processing issued Internal Revenue ninedigit fourth digit XXXXXX taxpayer Administration SSA reporting intended purpose holder enters space authorize valid regardless immigration status nonresident payment Code Individuals unless meet exception nationals SSNs alien claim provisions treaty MEDICAL MEDICAID federalstate source funding healthrelated establishes standards type length range rate manages professional identifies medically Although varies less whose calling operator tell DHS mailed After arrange interview wwwcmshhsgovmedicaid SENIOR CARE SeniorCare helps seniors prescriptions older citizen immigrant married spouse prescription drugs overthecounter prescribes fee Line Rebate pharmaceutical rebate instead ends reason right TRANSPORTATION Reimbursement reimburses guardians students transportation parentsguardians whom busing utilized live miles school Serious Safety Hazard approval Regional Office reimbursement rates usually prorated paid pupil Student initiative close student grades attended within safety hazard exists entirely fiscal Payments Apply Parents submit attends June transmit data July Applications FOR SENIORS RTA Reduced Fare Passes ride Pace Metra CTA price Call Shuttle Agings Chicagos Citizens weekly nearby Aldi Dominicks Jewel store availability handicap buses upon neighbors friends convenience shopping pickup comments Aging hearing impaired HOUSING RENTAL ASSISTANCE Chicagoans jobs setback loss risk homelessness carry crisis regain lives rental CDHS closest Months homeless becoming comprised dollars brink Funds meant losing Shelter Plus housing serious mental chronic drug alcohol abuse AIDS participate Resources Tenants Rights Metropolitan Legal eviction Lawyers Committee Better Foundation Mortgage Energy CEDA LOWCOST MORTGAGES Inc NHS organization rebuild experiencing deterioration disinvestment Formed stimulates government NHSs rekindle hope restore conventional behind empowered selfreliant looking homeowners homes Homeownership mortgage prequalification loans homebuyers improvement construction consultation Refinance loan foreclosure intervention Central Milwaukee Ave Floor planning buy require related wwwnhschicagoorg Along fliers handouts commonly seen presented trainees introduction introduce life informative version breakdown pages dollar familys differentlycolored slip slips sum offset majority taking step developing eventually Following earn What How applies TOTAL YEARLY BUDGET wwcichiilusmayoraffordablechicago Mock salary Salary FAMILYCARE Heating Bill CHILD SUBSIDY Account HUNDREDS SAVED took nights trained sufficiently challenging enjoyable seemed absorbing excellent guide handy resource goal convey feeling room mostly firsttime night trainers experienced spent wellequipped challenge Overall evaluations positive encouraging really enjoy plenty confidence starts proving mix model adjusting learning overall welcoming Staff coordination something relying Some deliver exactly commitments signed registered enthusiastic involvement however logistical thought play establish partners accountability Those compliant recognizable mechanism developed compelled entire Given attempted bound bumps road Just preparing demanded flexibility patience iron encountered forming itself demanding whole incorporation gone smoothly driven huge desire sides formed strengthen expand come
Congressional Hunger Center » Subject Areas » Domestic Federal Nutrition Programs
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