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
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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.
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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
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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
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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
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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
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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)
All fields copied except:
“Worksheet Effective Date” (blank)
“Revision” (0)
All fields copied except:
“Revision” (incremented by 1)“Worksheet Effective Date” not editable
All fields copied except:
“Revision” (incremented by 1)“Worksheet Effective Date” not editable
New Draft (editable)
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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
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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
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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.
Figure 3-5: RCA Payment Worksheet Screen
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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
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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
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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
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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
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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
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The figure below shows an example of the RCA Payment Worksheet action menu
Figure 3-8: RCA Payment Worksheet Action Menu
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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
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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
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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.
Figure 4-1: RCA Payment Worksheet Screen
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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
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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)
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4.1.2.4 PMI #
Label PMI # Identifier
Field PERSON.PMI for PERSON_ID 5800.0625.3
Control Type Text box
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 Type Date Picker
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.
Parameters [@CustodyTransfer] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy
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.
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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.
Parameters [@CustodyTransfer] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy
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
Default on New Blank
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)
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4.1.2.7 Worksheet Effective Date
Label Worksheet Effective Date Identifier
Field RCA_WRKSHT_EFF_DT 5800.5665
Control Type Date Picker
Control Options Date only - mm/dd/yyyy
Default on New Blank
Enabled When Revision = 0 (REVISION_NUM = 0)
Required When Always
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
Control Type Text box
Default on New 0
Enabled When Never
Required When N/A
On Change N/A
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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
Control Type Text Box
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)
Default on New Blank
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
Control Type Text Box
Contained In Rate Computation group box
Control Options Format $9,999
Value select r.ASSESS_LVL_RATE
from RCA_SUPP_RATE r
where r.ASSESS_LEVEL_CD = ASSESS_LEVEL_CD
Default on New Blank
Enabled When Never
Required When N/A
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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
Control Type Text Box
Contained In Rate Computation group box
Control Options Format $9,999
Value RCA_BASIC_MNTH_RATE + RCA_ASSESS_LVL_RATE
Default on New Blank
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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required 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.
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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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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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
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $9,999
Default on New $0
Enabled When Always
Required When Always
On Change Calculate Total Offsets (OFFSET_TOTAL)
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
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4.1.2.21 Total Offsets
Label 8. Total Offsets Identifier
Field OFFSET_TOTAL 5800.5682
Control Type Text Box
Contained In Monthly Child Income Offsets group box
Control Options Format Currency (whole dollars only): $99,999
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
Control Type Text Box
Contained In Payment Computation group box
Control Options Format $9,999
Value if RCA_MAX_MNTH_RATE – OFFSET_TOTAL > 0 then
RCA_MAX_MNTH_RATE – OFFSET_TOTAL
else
0
Default on New Blank
Enabled When Never
Required When N/A
On Change Calculate Monthly RCA Payment Amount (MONTHLY_RCA_AMT)
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4.1.2.23 Annual Gross Family Income
Label 10. Annual Gross Family Income Identifier
Field ANNUAL_INCOME 5800.5684
Control Type Text box
Contained In Payment Computation group box
Control Options Format Currency (whole dollars only): $999,999;($999,999);$0
Default on New Blank
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)
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4.1.2.24 Household Size
Label 11. Household Size Identifier
Field HOUSEHOLD_SIZE 5800.5685
Control Type Text box
Contained In Payment Computation group box
Control Options Format 99
Default on New Blank
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
Control Type Text Box
Contained In Payment Computation group box
Control Options Format Currency (whole dollars only): $99,999
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
Default on New Blank
Enabled When Never
Required When N/A
On Change Calculate Gross Family Income Percentage (GROSS_INCOME_PCT)
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4.1.2.26 Gross Family Income Percentage
Label 13. Gross Family Income Percentage Identifier
Field GROSS_INCOME_PCT 5800.5687
Control Type Text box
Contained In Payment Computation group box
Control Options Format 999%; (999%); 0%
Value If nvl(FPG_AMT,0) > 0 then
round((ANNUAL_INCOME / nvl(FPG_AMT,0)) * 100)
else
0
Default on New Blank
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 Type Text box
Contained In Payment Computation group box
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
Default on New Blank
Enabled When Never
Required When N/A
On Change Calculate Monthly RCA Payment Amount (MONTHLY_RCA_AMT)
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4.1.2.28 Monthly RCA Payment Amount
Label 15. Monthly RCA Payment Amount Identifier
Field MONTHLY_RCA_AMT 5800.5688
Control Type Text box
Contained In Payment Computation group box
Control Options Format $9,999
Value round((RCA_PERCENT/100) * RCA_NET_MAX_RATE)
Default on New Blank
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 Type Text box
Contained In Payment Computation group box
Control Options Format $9,999.99
Value round(MONTHLY_RCA_AMT * 12 / 365,2)
Default on New Blank
Enabled When Never
Required When N/A
On Change N/A
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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
Security Create RCA Worksheet
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
Security Create RCA Worksheet
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
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4.1.3.5 Create Duplicate
The table below summarizes the "Create Duplicate" rules.
Create Duplicate Rules
Security Create RCA Worksheet
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
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4.1.3.6 Create Revision
The table below summarizes the "Create Revision" rules.
Create Revision Rules
Security Create RCA Worksheet
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 "Worksheet Status" to "Draft" (RCA_WRKSHT_STAT_CD = '01')
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
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4.1.3.7 Finalize
The table below summarizes the "Finalize" rules.
Finalize Rules
Security Create RCA Worksheet
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.
Parameters [@CustodyTransfer] = CUST_TRANSFER_DT, formatted as mm/dd/yyyy
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
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4.1.3.8 Return to Draft
The table below summarizes the "Return to Draft" rules.
Return to Draft Rules
Security Create RCA Worksheet
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
Set the "Worksheet Status" to "Draft" (RCA_WRKSHT_STAT_CD = '01')
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
Security Create RCA Worksheet
Enabled when Always
Multi-select N/A
System Action
Open the MFIP Worksheet Screen
Table 4-9: MFIP Worksheet Button Action
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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
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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
SS RCA Payment Worksheet
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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
Control Type Text Box
Control Options Format $9,999
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
than or equal to $0.
System Action If MFIP_UNIT_AMT >= 0, Calculate Net RCA Children MFIP
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4.1.5.1.2 RCA Children in Assistance Unit
Label 4b. RCA Children in Assistance Unit Identifier
Field MFIP_RCA_COUNT 5800.5672
Control Type Text Box
Control Options Format 99
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 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
Control Type Text Box
Control Options Format $9,999
Default on New $0
Enabled When Worksheet Status = Draft (RCA_WRKSHT_STAT_CD = '01')
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
than or equal to $0.
System Action If MFIP_NON_RCA_AMT >= 0, Calculate Net RCA Children MFIP
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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
Control Type Text Box
Control Options Format $9,999
Values MFIP_UNIT_AMT - MFIP_NON_RCA_AMT
Default on New Blank
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
Control Type Text Box
Control Options Format $9,999
Values round(MFIP_NET_RCA_AMT / MFIP_RCA_COUNT)
Default on New Blank
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
Security Create RCA Worksheet
Enabled when Worksheet Status = Draft (RCA_WRKSHT_STAT_CD = '01')
Table 4-13: Edit MFIP Worksheet Rules
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4.1.5.2.3 OK Button
The table below summarizes the "OK" button rules.
OK Rules
Security Create RCA Worksheet
Enabled when Worksheet Status = Draft (RCA_WRKSHT_STAT_CD = '01')
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
than or equal to $0.
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
than or equal to $0.
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
Security Create RCA Worksheet
Enabled when Always
Multi-select N/A
System Action
Close the MFIP Worksheet
Table 4-15: Cancel Button
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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
RCA Payment Worksheets
Security = Fiscal Default Activities
Or
Security = Worker Default Activities
Person tree Person
Fiscal Details
RCA Payment Worksheets
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
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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)
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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
SS RCA Payment Worksheet
Last Updated: 04/25/14 RCA Payment Worksheet Page 49 of 65
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
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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
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# 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
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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
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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
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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
ID Fieldname Data Type
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
0450 LAST_CHGD_DT DATE N Date the record was last changed
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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%
226 to 250% RCA Percentage is 60%
251 to 275% RCA Percentage is 40%
276 to 300% RCA Percentage is 20%
301% and higher RCA Percentage is 0%
Field
ID Fieldname Data Type
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
0450 LAST_CHGD_DT DATE N Date the record was last changed
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
ID Fieldname Data Type
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
0450 LAST_CHGD_DT DATE N Date the record was last changed
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Table name: RCA_WORKSHEET (5800)
Parent table: PERSON
Notes: This table contains RCA Payment Worksheets
Field
ID Fieldname Data Type
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
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Field
ID Fieldname Data Type
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
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Field
ID Fieldname Data Type
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
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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
SS RCA Payment Worksheet
Last Updated: 04/25/14 RCA Payment Worksheet Page 63 of 65
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
SS RCA Payment Worksheet
Last Updated: 04/25/14 RCA Payment Worksheet Page 64 of 65
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
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