Process Based Training (PBT) Topics
The Document Library for Processed Based Training (PBT) Topics is provided by the Staff Development Division.
Documents are listed alphabetically by title followed by the date published.
Building Foundations
- EBT Benefit Issuance and Referrals (Sep2023)
- Inquiry Tips (Jul2025)
- Merge Research Organizer (Dec2024)
- Preventing Duplicate IDs (Dec2024)
- Received Dates and State Holiday Desk Aid (May2024)
- Voter Registration Choice Form (Oct2019)
Certification Periods & Changes
- Audit Log Page - MA Aid Code Change Desk Aid (Apr2024)
- BBCE Acting on Mid-Cert Changes Flowchart (Sep2023)
- Cash Discrepancy/Claims Flowchart (Apr2024)
- Colorado Works Changes (Nov2024)
- Colorado Works Withdrawal Process (Apr2022)
- Continued Benefits Desk Aid (Feb2020)
- EBT CASH Expungement Timeline (Oct2022)
- EBT SNAP Expungement Timeline (Oct2022)
- Income Changes Chart (Sep2023)
- MA Eligibility Spans (Med Spans) - Invalidated/Deleted Spans Desk Aid (Apr2024)
- Non-Recipient Caretaker Liability (Aug2021)
- SNAP 21-Day Count Desk Aid (Oct2024)
- SNAP Claims Establishment Flowchart (Apr2024)
- SNAP Reinstatement Desk Aid (12755) (Sep2019)
- SNAP Reinstatement Waiver Overview (Sep2019)
- SNAP Request for Contact (RFC) Desk Aid (Mar2023)
- SNAP Verification Flow Chart (4638) (Aug2022)
Expenses
- Medicare Buy-In Summary Screen (5930) (Dec2022)
- SNAP Shelter and Utility Expenses Desk Aid (Feb2025)
- Standard Medical Expense Deduction Desk Aid (Jun2024)
General Eligibility
- AF Sponsor Desk Aid (Dec2023)
- Case Communication Desk Aid (Feb2023)
- Citizens and Non-Citizens Desk Aid (Apr2025)
- CW Sponsor Desk Aid (Jun2022)
- Deficit Reduction Act (DRA) Fact Sheet (Feb2021)
- Guide to Selected U.S. Travel and Identity Documents Form M-396 (Feb2021)
- How to Resolve CBMS Benefits Issued Under an Incorrect SSN and Incorrect Case Payee Desk Aid (Apr2024)
- In-Kind Support and Maintenance (ISM) Adult Financial Desk Aid for OAP and AND-CS Only (Feb2025)
- Medicaid Citizenship and Identity Requirements for U.S. Citizens (DRA) (Aug2019)
- Non-Citizen Flowchart (Mar2025)
- Non-Citizens Acceptable Documents and Class Codes (May2025)
- Removing a Sponsor (Dec2024)
- SNAP Indigence Report Form (May2023)
- SNAP Sponsor Desk Aid (Jul2025)
- SNAP SSN for Newborn Logic (13854) (Jun2020)
- Sponsor Exceptions Desk Aid (Jul2025)
HLPG-Specific
- Accountable Care Collaborative Fact Sheet (Aug2014)
- Adding and Managing a Colorado Works Time Clock Extension Desk Aid (Jun2024)
- Addressing the MA Additional Information Form (Feb2023)
- AF Disability Navigator Program (Dec2021)
- AF Glossary (Aug2019)
- AND-SO Med Re-Exam Date (Dec2024)
- Case Management Agency and Eligibility Information Sharing Form (Aug2023)
- CBMS MA Secondary Aid Codes Desk Aid (Feb2024)
- CW Disaster Assistance (Jun2025)
- CW Diversion Updates (Jun2022)
- CW Post-TANF Payments (Feb2023)
- CW Pregnancy Logic Updates (Sep2021)
- Domestic Violence Screening Tool (English) (Mar2025)
- Domestic Violence Screening Tool (Spanish) (Oct2020)
- EBT Benefit Issuance and Referrals (Sep2023)
- Electronic Med-9 Form (Apr2020)
- Electronic Med-9 Forms: Overview for County Workers (Dec2022)
- Entering Colorado Works Disaster Assistance (Jun2025)
- Entering and Correcting ABAWD Countable Months (Aug2024)
- Family Violence Option (FVO) Screening Desk Aid (Jun2022)
- Family Violence Option (FVO) Training Toolkit (Sep2021)
- FAMPL EMS EHCS CAC Eligibility Overview (Jul2025)
- Financial (AF & CW) Processing Timeframes (Nov2024)
- GR Codes (Nov2023)
- Household Composition SNAP Desk Aid (Dec2023)
- IM-14 Form (English, fillable) (Jun2022)
- IM-14 Form (Spanish) (Mar2025)
- IM-100 Form: Application for Funeral, Burial, and/or Cremation Assistance (fillable) (Aug2020)
- IM-101 Form: Provider Charges, Authorized State Contribution, and County Authorization for Cremation or Burial (fillable) (Aug2020)
- Interim Assistance Reimbursement (IAR) Processing Manual (Jun2020)
- Key Points on Burial Assistance (Dec2024)
- Long-Term Care Eligibility Streamline Implementation Desk Aid (Mar2024)
- MA Overdue Pregnancy Records (Oct2023)
- MA Postpartum Coverage (Oct2023)
- Medical Assistance Aid Code Hierarchy/Benefit Categories (Feb2024)
- Medicare Buy-In Summary Screen (5930) (Dec2022)
- Medicare Savings Programs Desk Aid (Jan2025) (Dec2024)
- Medicare Savings Programs Desk Aid (Mar2025) (Jul2025)
- Processing an Adult Financial Burial (Apr2024)
- Replacement Issuance for AF and CW (Nov2024)
- Replacement Issuance for SNAP (Sep2023)
- SNAP Broad Based Categorical Eligibility (BBCE) Categories (Aug2024)
- SNAP Split Child Custody Clarification Desk Aid (Apr2024)
- SNAP with Expedited Processing (Jun2025)
- SNAP Work Requirement and ABAWD Exemptions (Jul2025)
- Social Security Information Desk Aid (Jun2023)
- Students Colorado Works Desk Aid (Mar2022)
- Third Party Liability (TPL) (Jan2020)
- Working Adults with Disabilities (Feb2024)
Household Composition
- Attributes for Long-Term Care Desk Aid (Jul2025)
- Broad Based Categorical Eligibility (BBCE) Flowchart (Aug2024)
- CW Stepparent Minor Parent Desk Aid (Jun2022)
- Household Composition: Ancillary Members (Nov2024)
- Household Composition AF Desk Aid (Feb2025)
- Household Composition CW Desk Aid (Oct2022)
- Household Composition LTC Desk Aid (Jan2022)
- Household Composition MAGI Desk Aid (Dec2024)
- Household Composition Non-MAGI Desk Aid (Feb2025)
- Household Composition SNAP Desk Aid (Dec2023)
- MAGI MBU Flowchart (Dec2024)
- SNAP Policy Clarifications Truck Driver (Sep2023)
- SNAP Procedure for Removing Household Members (Feb2025)
- SNAP Split Custody Clarification Desk Aid (Apr2024)
- Standards of Assistance Chart (Jul2025)
- Students SNAP Desk Aid (Aug2024)
- Updates to Incarceration Logic Desk Aid (HCPF 13751) (Apr2020)
Income
- AF $20 Disregard Flowchart (Sep2019)
- AF Sponsor Desk Aid (Dec2023)
- Beneficiary Identification Codes (Aug2019)
- Child Health Plan Plus (CHP+) Monthly Maximum Income Guidelines (Apr2025) (Apr2025)
- Child Health Plan Plus (CHP+) Monthly Maximum Income Guidelines (Apr2024) (Apr2024)
- Countable vs Exempt Income Matrix (May2025)
- CW Initial Eligibility and Grant Calculation Desk Aid (Jul2025) (July2025)
- CW Initial Eligibility and Grant Calculation Desk Aid (Oct2024) (Oct2024)
- CW Initial Eligibility and Grant Calculation Desk Aid (Jun2023) (Jun2023)
- CW Stepparent Minor Parent Desk Aid (Jun2022)
- Determining BBCE Tier (Aug2024)
- FS-3C Eligibility Standards FFY2025 (Mar2025 - Sept2025) (Aug2025)
- FS-3C Eligibility Standards FFY2025 (Oct2024 - Feb2025) (Aug2025)
- FS-3C Eligibility Standards FFY2024 (Oct2024)
- FS-3C Eligibility Standards FFY2023 (Jun2023)
- Income Changes Chart (Sep2023)
- Income Frequency Calculations Desk Aid (Oct2022)
- Income Trust Ledger (Sep2024)
- In-Kind Support and Maintenance (ISM) Adult Financial Desk Aid for OAP and AND-CS Only (Feb2025)
- LTC Spousal Allowance Worksheet (Jul2025) (Jun2025)
- LTC Spousal Allowance Worksheet (Jan2025) (Dec2024)
- LTC Spousal Allowance Worksheet (Oct2024) Aug2024)
- MAGI Disregards (Feb2022)
- MAGI MBU Flowchart (Dec2024)
- MAGI MEDICAID Monthly Maximum Income Guidelines (Apr2025) (Apr2025)
- MAGI MEDICAID Monthly Maximum Income Guidelines (Apr2024) (Apr2024)
- Medicare Savings Programs Desk Aid (Jan2025) (Dec2024)
- Medicare Savings Programs Desk Aid (Mar2025) (Jul2025)
- Non-MAGI LTC Income and Resource Limits (Jul2025) (Jun2025)
- Non-MAGI LTC Income and Resource Limits (Apr2025) Mar2025)
- Non-MAGI LTC Income and Resource Limits (Jan2025) (Dec2024)
- Non-MAGI LTC Income and Resource Limits (Oct2024) (Aug2024)
- Representative vs Non-Representative Desk Aid (Feb2022)
- S-Corp/LLC Desk Aid (Cash/SNAP CPPM 4880) (Aug2022)
- Self-Employment Allowable Business Expenses (May2025)
- Self-Employment Desk Aid (Jan2023)
- Self-Employment Ledger (Jan2023)
- SNAP Financial Eligibility Desk Aid FY2025 (Oct 2024 - Sep 2025) (Feb2025)
- SNAP Financial Eligibility Desk Aid FY2024 (Oct 2023 - Sep 2024) (Jan2024)
- SNAP Financial Eligibility Desk Aid FY2023 (Oct 2022 - Sep 2023) (Aug2022)
- SNAP Income Verification Logic Modification (Aug2021)
- SNAP Substantial Gambling/Lottery Winnings Desk Aid (13848) (Jun2020)
- SNAP with Expedited Processing (Jun2025)
- Social Security Information Desk Aid (Jun2023)
- Standards of Assistance Chart (Jul2025)
- Unearned Income Disregard Chart (Feb2020)
Interfaces & Verifications
- Acting on Asset Verification Program (AVP) Information (May2023)
- Beneficiary Identification Codes (Aug2019)
- CDHS Work Number Error Codes (Aug2024)
- CLDE/MyUI+ Action Guide (Mar2022)
- Clearing Verifications for MA (Jun2023)
- COLA Mass Change Exception Report How to Clear an Income Exception (Oct2022)
- CW Household Eligibility Failure Logic (Feb2022)
- DMV Interface Reference Guide (Jul2025)
- DRS IPV Action Guide (Jan2022)
- Experian Access First Time User Guide (Aug2024)
- FDSH Equifax Interface Action Guide (Dec2024)
- IEVS Research Flowchart Desk Aid (Jan2022)
- Interface Overview and Use Cases (Aug2024)
- NDNH Action Guide (Jun2023)
- Non-MAGI Secondary Aid Code Logic Updates (11733) (Oct2019)
- Public Assistance Verification Matrix (Feb2025)
- SAVE Action Guide (Jan2021)
- SNAP Employment Verification Services FAQs (Aug2024)
- SNAP Late Verification Flowchart (Aug2023)
- SNAP Request for Contact (RFC) Desk Aid (Mar2023)
- SNAP Verification Denial (Dec2022)
- Social Security Information Desk Aid (Jun2023)
- Verification Flow Chart (SNAP 4638) (Aug2022)
Interviews
- Adult Financial and Colorado Works Interview Process (May2022)
- CDHS Appointment Letter (Feb2021)
- CDHS Interviews in CBMS (Feb2021)
- Collaborative RRR Interview Process Desk Aid (Sep2019)
- Financial (AF & CW) Processing Timeframes (Nov2024)
- Interview Program Requirements Desk Aid (Apr2022)
- Interviews Checklist (Feb2025)
- SNAP Missed Interview Procedure (Aug2024)
- SNAP Rights and Responsibilities (Sep2024)
Nursing Facilities, Patient Payments, and 5615s
- 5615 Form (HCPF) (Oct2024)
- Medicare Days (Oct2021)
Program Information and Navigating State Resources
- Accountable Care Collaborative Fact Sheet (Aug2014)
- Adult Financial Reference Guide (Jun2025)
- CDHS Programs Guide (Jun2025)
- EBT Benefit Issuance and Referrals (Sep2023)
- Financial (AF & CW) Processing Timeframes (Nov2024)
- LTC Program Guide (Feb2024)
- Medical Assistance Aid Code Hierarchy/Benefit Categories (Feb2024)
- Received Dates and State Holiday Desk Aid (May2024)
- SNAP Client Withdrawal (Sep2023)
- SNAP Processing Information (Jun2025)
- Third Party Liability (TPL) (Dec2019)
Resources
- Acting on Asset Verification Program (AVP) Information (May2023)
- AF TWFC Desk Aid (Nov2024)
- AF Vehicle Exemption (Dec2021)
- Attributes for Long-Term Care Desk Aid (Jul2025)
- Countable and Exempt Resources Desk Aid (Jul2025)
- Countable vs Exempt Income Matrix (May2025)
- Estate Recovery Brochure (Apr2021)
- Long-Term Care Annuities Flowchart (Aug2020)
- LTC TWFC Desk Aid (Feb2025)
- Medicaid Estate Recovery Notification (Jun2023)
- Medicare Savings Programs Desk Aid (Jan2025) (Dec2024)
- Medicare Savings Programs Desk Aid (Mar2025) (July2025)
- Non-MAGI LTC Income and Resource Limits (Jul2025) (Jun2025)
- Non-MAGI LTC Income and Resource Limits (Apr2025) Mar2025)
- Non-MAGI LTC Income and Resource Limits (Jan2025) (Dec2024)
- Non-MAGI LTC Income and Resource Limits (Oct2024) (Aug2024)
- Non-MAGI Secondary Aid Code Logic Updates (11733) (Oct2019)
- OAP Life Insurance & Burial Policies Desk Aid (Dec2024)
- OAP Medical vs OAP Financial Assistance Desk Aid (Dec2024)
- SNAP Broad Based Categorical Eligibility (BBCE) Categories (Aug2024)
- SNAP with Expedited Processing (Jun2025)
- Timelines (Jun2025)
RRR/Renewal
- Acceptable Forms for RRR/Renewal (Jun2025)
- AF and CW RRR/Renewal Checklist (Aug2023)
- Collaborative RRR Interview Process Desk Aid (Sep2019)
- CW Child Support Pass Through (Aug2023)
- Financial (AF & CW) Processing Timelines (Nov2024)
- Income Trust Ledger (Sep2024)
- Long-Term Care Eligibility Streamline Implementation Desk Aid (Mar2024)
- MA Processing Deadlines (Jun2025)
- OAP Potential Income Requirements (Jun2025)
- PRF Processing (Aug2023)
- SNAP Late RRR Logic (13500) (Aug2020)
- SNAP Late Verification Flowchart (Aug2023)
- SNAP Processing Information (Jun2025)
- SNAP Rescind, Reinstatement, Reopen (Aug2023)
- SNAP Updates to Address MyCOBenefits, PEAK, and PEAKPro (13594) (Feb2020)
- Verification Flow Chart (SNAP 4638) (Aug2022)