Tickler name

Tickler created...

Due days & display days

Tickler disposed when...

Annual Redetermination

When a reimburseability record is created or updated. The reimburseability status is ”r;Completed,” the reason is ”r;Annual Redetermination,” and IV-E reimbursability indicator is ”r;Yes.”

Due in 365 calendar days.

Displayed 30 before the due date.

The reimburseability record is created or updated with the following:

The reimburseability status is ”r;Completed” or ”r;Pending;”

The reason is ”r;Annual Redetermination;” and,

The effective date is later than or the same as tickler due date for the child.

Annual Reasonable Effort Determination

When a reimburseability record is created or updated. The reimburseability status is ”r;Completed,” the reason is ”r;Annual Reasonable Efforts,” and the IV-E reimbursability indicator is ”r;Yes” for the child.

Due in 365 calendar days.

Displayed 60 before the due date.

The reimburseability  record is created or updated with the following:

The reimburseability status is  ”r;Completed” or ”r;Pending;”

The reason is ”r;Annual Reasonable Efforts;” and,

The effective date is later than or the same as the tickler due date for child.

Redetermine

IV-E Eligibility

When the most current reimburseability record (based on the effective date) is updated, on a record where the reimburseability status is ”r;Completed” and the IV-E reimbursability indicator is ”r;Yes” for a child who is over 17. The tickler due date is the child’s 18th birthday.

Due date is the child’s 18th birthday.  

Displayed 30 before the due date.

The child’s most recent eligibility record (based on the effective date) is updated, on a record where the determination type is ”r;Age” and the determination status is ”r;Pending” or ”r;Completed.”

Initial Eligibility Determination

At the creation of a new court legal status record on which the agency legal status is ”r;Emergency Custody to Agency,” ”r;Ex-parte,” ”r;Initial VAC,” ”r;Permanent Custody,” ”r;Permanent Surrender,” ”r;PPLA,” ”r;Temporary Court Order,” or ”r;Temporary Custody.” The status ”r;Initial” is defined as the first agency legal status following a termination of agency legal status (except when the termination reason is  "Change in Custody Type") or when no other legal status exists for the action participant.

Due in 60 calendar days.

Displayed 30 before the due date.

The eligibility record is created or updated. The status of the child’s eligibility record is ”r;Completed.”

PASSS Decision Date

When an application date is entered on a new PASSS record (adoption subsidy type).

Due in 45 calendar days.

Displayed 35 days after the documented application received date.

An agreement (decision) date is entered on the PASSS record.

Complete Subsidy Eligibility Determination

When an application date is entered on a new adoption subsidy record for AA or a SAMS (adoption subsidy type).

Displayed 10 days after the documented application received date.

The eligibility code on a subsidy eligibility record is updated to a value other than ”r;Not Determined.”

Final Review-Terminate Subsidy

When entering an age qualification when the child is 17 years 11 months or older and the eligibility code is ”r;Yes” or ”r;Yes – Sustained.”

Due date is the child’s 21st birthday. Displayed 60 before the 21st birthday.

A review date is entered on a subsidy review record in which the child is 20 years 10 months or older.

Continued Eligibility-Adoption Subsidy

When entering a review date on a subsidy review record when the child is 16 or older and the eligibility code is ”r;Yes” or ”r;Yes – Sustained.”

Due date is the child’s 18th birthday. Displayed 60 days before the child’s 18th birthday.

A review date is entered on a subsidy review record in which the child is 17 years 11 months or older.

Quarterly PASSS Review

When an effective date is entered on an adoption subsidy record for a PASSS.  The current State fiscal quarter (SFQ) is based on the effective date. SFQs are 7/1 to 9/30, 10/1 to 12/31, 1/1 to 3/31, and 4/1 to 6/30. The due date is the last day of the next SFQ.

Due date is last day of the SFQ. Displayed 10 days after the start of the SFQ.

A review date is entered after the start of the next SFQ for a PASSS.

Annual Review - Adoption Subsidy

When an adoption Subsidy (AA or SAMS) record created or Review (AA or SAMS) record created.  For Initial record, Status is ”r;Approved.”  For Review record, Eligible for Continued Subsidy is ”r;Yes.”  

Due date 365. Displayed 60 before due.

A review record is created and the child’s eligibility for continued subsidy is a value other than ”r;Not Determined.”