Transfers

Transfers. A. There are two types of client transfers: 1) Intra-agency transfers occur when a client’s file is reassigned within an agency. A person with Virtual ROMA agency administration rights can make the reassignment internally without DCS intervention. 2) Inter-agency transfers occur when clients require services but the agency that last provided services does not provide the requested service. For instance, a client may seek weatherization services from an agency that only administers CSBG/LIHEAP. The requesting agency must contact the point of contact of the agency that has ownership to release the file. The agency that has ownership of the client’s record must authorize release of the client to the requesting agency via “Concerns” in Virtual ROMA. B. Timely transfers are required to avoid any disruptions in client services. If there is an outstanding request for approval, it must be resolved before a transfer can be done. Transfers must occur with twenty-four (24) hours of the request. C. No household members shall be approved as part of another household during a 30-day period. Emergency situations should be supported with appropriate documentation.