Caseload Management


Caseload management involves identifying the target population and special populations within it, implementing strategies to enroll the potential population and utilizing caseload effectively to reach the desired populations. Describe the procedures in place to realize these strategies.

  1. No-Show Rate - 246.4(a)(11)(i): describe the procedures used to monitor potential and current participants' utilization of program services.
  2. Allocation of Caseload - 246.4(a)(5)(i) and (13): describe how the State agency assigns and manages local agency caseload allocations.
  3. Caseload Monitoring - 246.4(a)(5)(i): describe the information and procedures used by the State agency to monitor caseload.
  4. Benefit Targeting - 246.4(a)(5)(i); (6); (7); (18), (19), (20), and (21): describe the plans and procedures for ensuring that WIC benefits reach the highest risk participants and persons in special need such as migrants, homeless, and institutionalized persons; pregnant women in their early months of pregnancy; and applicants who are employed or who reside in rural areas.
  5. Outreach Policies and Procedures - 246.4(a)(5)(i-)(ii); (6); (7); (18) and (19): describe the types of outreach materials used, where these materials are directed, special agreements with other service organizations and how special populations are addressed. Also, provide data on unserved and underserved areas.
  6. Waiting List Management - 246.4(a)(11)(i): describe the policies and procedures used for processing applicants.