Section 9. Content Of Case Narrative

The following narrative outline is used on all applications for assistance, and to record data and verification concerning all variable conditions of eligibility. After the initial determination of eligibility for assistance, no additional data are required in redeterminations except for those eligibility conditions which are subject to change. 8.100.140 NMAC 2 A. The case narrative is used for the comprehensive recording of relevant factual information in the case record. Narrative entries must be made promptly, with dates of relevant contacts. B. Recorded information should be limited to items which are applicable to the case, such as changes in eligibility factors since the last review. Information which does not change, such as social security numbers, is not repeated. C. The items below are intended as a minimum requirement for case narratives. Each county office manager has the privilege of expanding it at his/her discretion. [8.100.140.9 NMAC - Rp, 8.100.140.9 NMAC, 11/27/2013] 8.100.140.10 ESSENTIAL INFORMATION AT INITIAL DETERMINATION A. Heading: Case name and number. B. Application and intake: (1) date of application, program applied for and reason for application stated in terms of the client's circumstances; (2) documentation of worker's explanation of client's rights and responsibilities; (3) names of individuals for whom application is being made. C. Basic eligibility factors: Explanation of how each basic eligibility factor has been established, including: residence; non-transfer of property; school attendance; nonconcurrent receipt of assistance; living in the home of the specified relative; citizenship; parentage; and age. D. Child support enforcement division (CSED) cooperation: Status of cooperation with the CSED. E. Enumeration: Status of enumeration (social security number) of each person. F. Retroactive medicaid status: Status of eligibility for retroactive medicaid requested by applicant. G ance; nonconcurrent receipt of assistance; living in the home of the specified relative; citizenship; parentage; and age. D. Child support enforcement division (CSED) cooperation: Status of cooperation with the CSED. E. Enumeration: Status of enumeration (social security number) of each person. F. Retroactive medicaid status: Status of eligibility for retroactive medicaid requested by applicant. G. Work program status: (1) current work program participation status, work participation agreement, assessment certification or copy of assessment and individual responsibility plan for each benefit group member subject to work program requirements; (2) disability determination request for applying for limited work participation status; (3) determination of limited work participation status request; (4) any other work program related documentation. H. Medical resources - third party liability: Verification of third party liability that includes the name(s) of the private health insurance, type of available coverage, name of each insured individual(s), the policy and group number for each insured individual, and other information, as needed, in accordance with federal and state laws and regulations. I. Need: (1) documentation and discussion of all pertinent factors relating to the condition of eligibility; (2) list of amounts, verifications and dates of income and resources by individual; (3) explanation of earned income computations. J. Shelter (for applicable programs): Documentation of shelter information, including whether housing is subsidized by the government. K. SNAP: Status of the certification. Explanation of circumstances affecting SNAP certification. L. Disposition of application: Effective date of approval/denial. Reference to appropriate manual section for denials. M. Follow-up: Necessary follow-ups. [8.100.140.10 NMAC - Rp, 8.100.140.10 NMAC, 11/27/2013] 8.100.140.11 REDETERMINATION/RECERTIFICATION A. date of interview and how household composition or living arrangements are established; B tion of circumstances affecting SNAP certification. L. Disposition of application: Effective date of approval/denial. Reference to appropriate manual section for denials. M. Follow-up: Necessary follow-ups. [8.100.140.10 NMAC - Rp, 8.100.140.10 NMAC, 11/27/2013] 8.100.140.11 REDETERMINATION/RECERTIFICATION A. date of interview and how household composition or living arrangements are established; B. documentation of school attendance of children in benefit group; C. documentation of current resources and income; accounting for all formerly reported income and resources; D. updated information on non-custodial parents and status of cooperation with the CSED; E. review of work and work program participation and planning; F. disposition of SNAP certification; and 8.100.140 NMAC 3 G. list of necessary follow-ups.