17.2.2  Eligibility Determination Process

JAL applicants may request JAL services by contacting the W-2 agency directly or by applying in ACCESS. JAL applicants may schedule an interview with a FEP in ACCESS. W-2 agencies must provide availability in ACCESS for appointment scheduling within five days of the application being submitted.  Agencies must maintain available intake appointments in CWW Client Scheduling for a minimum of the next 10 working days to avoid delays in appointment scheduling and application processing.

ACCESS applicants are responsible for scheduling an appointment with a FEP either online through ACCESS or by calling their local W-2 agency. Agencies may contact applicants to schedule interview appointments if an applicant does not schedule an appointment in ACCESS or does not attend their appointment scheduled in ACCESS.   

All JAL applicants must meet with a FEP to complete the interactive application process and to sign the JAL Combined Application and Repayment Agreement (2482). The meeting with the FEP can be in-person or via phone or video call. W-2 agencies must provide the option to meet in whichever acceptable meeting format the applicant prefers. FEPs must document in comments which meeting format was used.

The applicant signature can be obtained one of three ways below. W-2 agencies must provide the option to sign in whichever acceptable signature method the applicant prefers.

1. Written signature: The applicant physically signs the JAL Combined Application and Repayment Agreement (2482).

2. Electronic signature: The applicant electronically signs the JAL Combined Application and Repayment Agreement (2482) via an electronic signature software.

3. Telephonic signature: The applicant telephonically signs the JAL Combined Application and Repayment Agreement (2482) during a recorded call.

FEPs must read the form in order to record the agreement being made between the FEP and the participant. Additionally, the FEP must read the language that is in the telephonic signature display in Genesys. The Telephonic Signature Interaction ID generated in Genesys must be documented on the signature line and case comments.

 

This form documents the JAL application date and loan amount requested. The second section of the form acknowledges receipt of the loan and serves as a loan repayment agreement. Loan recipients must sign the lower half of the form to document receipt of the loan check at the time the check is provided to the loan recipient. The form must be scanned into ECF.

The W-2 agency must process all JAL applications within 12 working days unless additional time is needed to obtain verification. (See 4.1.3) W-2 agencies must have procedures in place to process expedited applications with 2 working days when the applicant has an immediate need for the JAL to maintain a current job or start a job for which the person has a bona fide job offer.

Individuals interested in receiving a JAL who are not in a W-2 placement must complete the W-2 application process within the standard 12 working days timeframe. (See 1.4.4) The W-2 agency must waive all up-front job search activities for JAL applicants as JALs are for individuals who are already employed or have a bona fide job offer. The W-2 agency must not require JAL applicants to complete the informal assessment process.

Individuals interested in receiving a JAL who are in an open W-2 placement must complete a modified application process. These JAL applicants have already met W-2 financial and nonfinancial eligibility criteria. To determine eligibility for JAL, a W-2 agency FEP must meet with the JAL applicant to complete the JAL Combined Application and Repayment Agreement (2482). The FEP must request any additional documentation related to the other JAL eligibility criteria. W-2 agencies must not substitute JALs in place of W-2 services or other appropriate financial resources.

NOTE: Individuals remain eligible for a CMF or CMF+ placement even after their income and assets exceed W-2 limits. All CMF and CMF+ cases must meet nonfinancial eligibility requirements to continue receiving case management services.

When the JAL request has been in applied status in CARES for 30 days, the worker will receive an alert as a reminder to act on the JAL. If after 60 days the agency has not acted upon a JAL request, CARES will automatically deny the request and issue a denial letter to the JAL applicant. The loan applicant must then reapply.

 

 

History: Release 22-05; Release 20-05; Release 20-03; Release 19-02; Release 16-01.