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2009 Policy Directives
Policy Directives are issued by OTDA to keep local social services districts (LSSD) and other interested parties informed about current program policy and procedures, and other significant information impacting OTDA programs.
Administrative Directives (ADM) are designed to advise local social services districts of policy and procedures, which must be followed in the administration of programs.
Local Commissioner Memoranda (LCM) transmit information directly to the local commissioners on very specific topics, such as notification of limited special funding available only to local districts, statewide audit results requiring corrective action, or instructions to follow new and existing program or administrative procedures.
Information Letters (INF) include articles of general interest to local district staff, i.e. pamphlets or brochures, new or revised lists of contacts, transmittals of recently enacted Federal or State legislation, etc.
To view these documents you will need the free Adobe Acrobat Reader. If the format interferes with your ability to access any of the information, please e-mail the OTDA Public Information Office.
Administrative Directives (ADM)
- 09-ADM-23 Automated Case Closure
- 09-ADM-23-Attachment 1 - Automated Case Closure Status and Reason Codes Desk Aid
- 09-ADM-23 - Attachment 2 - Contact Letter About Case Closure
- 09-ADM-23 - Attachment 3 - Case Closure Notice
- 09-ADM-23 - Attachment 4 - Automated Case Closure Report
- 09-ADM-23 - Attachment 5 - Text for Case Closure Notices
- 09-ADM-23 - Attachment 6 - Case Closure Notice Referring State (District)
- 09-ADM-23 - Attachment 7 - Customer Service Helpline Case Closure Frequently Asked Questions
- 09-ADM-22 Food Stamp Transitional Benefit Alternative (TBA) for Households with Children Leaving Safety Net Assistance
- 09-ADM-21 Temporary Assistance Excess Support Process and Procedures for Reviewing Cases that have Support Collections in Excess of the Temporary Assistance Deficit
- 09-ADM-21 Attachment 1 - CSMS-8649 Upstate
- 09-ADM-21 Attachment 2 - CSMS-8649 NYC
- 09-ADM-21 Attachment 3 - CSMS-8649 Calculation Worksheet
- 09-ADM-21 Attachment 4 - CSMS-8649 Calculation Worksheet Examples
- 09-ADM-21 Attachment 5 - Desk Review Request
- 09-ADM-21 Attachment 6 - Desk Review Request Instructions
- 09-ADM-21 Attachment 7 - Excess Current Worksheet
- 09-ADM-21 Attachment 8 - Excess Current Instructions
- 09-ADM-21 Attachment 9 - SCU SSD Determination Letter
- 09-ADM-20 Employment Sanctions and the Redetermination of Benefits
- 09-ADM-19 Changes to Assignment of Support Rights and Child Support Distribution for Recipients of Temporary Assistance
- 09-ADM-18 Temporary Assistance (TA) Policy Implications of Implementation of Electronic Interim Assistance Reimbursement (e-IAR)
- 09-ADM-17 Changes to the Utility Arrears Repayment Agreement Terms and Enforcement Option
- 09-ADM-16 Enrollments in Educational Activities for Nonexempt Public Assistance Applicants and Recipients
- 09-ADM-15 Change in the Requirement to Recover Temporary Assistance (TA) Overpayments
- 09-ADM-14 Employment Assessments for Exempt Public Assistance Applicants and Recipients in Households Without Dependent Children
- 09-ADM-13 Temporary Assistance Basic Allowance Grant Increase
- 09-ADM-12 2009-10 Flexible Fund for Family Services (FFFS) (re-issued)
- 09-ADM-11 Transitional Employment Advancement Program (TEAP)
- 09-ADM-10 Shelter Supplementation Plans for Safety Net Assistance Single Adults and Childless Couples
- 09-ADM-09 Essential Persons
- 09-ADM-09 Essential Persons
- 09-ADM-08 Participation in Food Stamp Program by Students in Institutions of Higher Education
- 09-ADM-07 Property Execution Procedures for Mistake of Fact and/or Exempt Money Claims
- 09-ADM-07 Attachment 1 - PEX Claim Form
- 09-ADM-07 Attachment 2 - PEX Notice to Judgment Debtor Restraining Notice
- 09-ADM-07 Attachment 3 - PEX Restraining Notice
- 09-ADM-07 Attachment 4 - PEX Execution Notice
- 09-ADM-07 Attachment 5 - PEX Order to Show Cause Affirmation
- 09-ADM-07 Attachment 6 - PEX Notice to Vacate
- 09-ADM-07 Attachment 7 - PEX Notice of Determination MOF Letter
- 09-ADM-06 Expansion of Categorical Eligibility for Food Stamps for Households with Out-of-pocket Dependent Care Expenses
- 09-ADM-05 Temporary Assistance Budgeting: 2009 Changes to the Earned Income Disregard and the Poverty Level Income Test
- 09-ADM-04 Temporary Assistance (TA) Payment Type Codes--Designations as Assistance or Non-Assistance
- 09-ADM-03 Change to the AIDS/HIV-related Illness Emergency Shelter Allowance
- 09-ADM-02 Income Execution Process
- 09-ADM-01 New York State Anti-Trafficking Statute
- Attachment 1a - Notice of Confirmation as a Human Trafficking Victim in NYS
- Attachment 1b - Notice of Minor Individual Referred for Confirmation
- Attachment 1c - Notice to Service Provider Agency
- Attachment 2 - LDSS Disposition Report of Trafficked Persons (HTV) Notification
- Attachment 3 - List of Regional HTV Case Management Service Provider
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Informational Letters (INF)
- 09-INF-21 Revision to LDSS-4887 Mail-in recert/Eligibility Questionnaire
- 09-INF-20 Countability of Job Search and Job Readiness Training Activities
- 09-INF-19 Revisions to LDSS-4836, LDSS-4836-SP, LDSS-4836 NYC, LDSS-4836-SP NYC, LDSS-4841, and LDSS-4841-SP
- 09-INF-18 5/08 Revisions to the LDSS-4826: “Food Stamp Benefits Application/Recertification” and LDSS-4826A: “How to complete the Food Stamp Benefits Application/Recertification”
- 09-INF-17 Addendum to the Client Information Books – LDSS-4148D: “New Information About Temporary Assistance and Food Stamps”
- 09-INF-16 LDSS–4942: "Food Stamp Program Authorized Representative Request Form" (3/09)
- 09-INF-15 Re-instatement of form LDSS-2640: “Request for Action/Services”
- 09-INF-14 Personal Needs Allowance (PNA) in Non-Medical Facilities and Medical Facilities Desk Aids
- 09-INF-13 Revised LDSS-1410: Life Insurance Information Request-Prudential and MetLife
- 09-INF-12 Program Integrity Questions and Answers
- 09-INF-11 Local District Security Provisions for Hearing Officers
- 09-INF-10 Modifications made to the Upstate CSMS 8649: “Obligation and Collection Greater Than Assistance Granted” Report and New York City CSMS 8649: “Obligation and Collection Greater Than Assistance Granted” Report
- 09-INF-09 Revised PUB-4596: EBT Training Brochure
- 09-INF-08 Distance Learning Education and Training
- 09-INF-07 Introduce the LDSS-4958: “TA Sanction & Denial Policy/Participation Rate Impact Guide
- 09-INF-06 Revisions to the LDSS-4148B - What You Should Know About Social Services Programs – Book 2
- 09-INF-05 Revisions made to the LDSS-4279: “Notice of Responsibilities and Rights for Support” and LDSS-4279 SP: “Notice of Responsibilities and Rights for Support Spanish"
- 09-INF-04 Digest of Laws of 2007 Relating to programs of the Office of Temporary and Disability Assistance
- 09-INF-03 Temporary Assistance (TA) Case Composition When a Child Attains Age 18
- 09-INF-02 WorkPays NY: Introduction of the WorkPays NY Promotional Material and Resource Guide/Checklist
- 09-INF-01 Earned Income Tax Credit (EITC) and Other Tax Credits for Tax Year 2008
Local Commissioner Memorandums (LCM)
- 09-LCM-16 Availability of Safety Net Assistance Project (SNAP 8) Funding
- 09-LCM-15 2010-2011 Biennial Temporary Assistance and Food Stamp Employment Plan
- 09-LCM-14 Supplemental 100% Food Stamp Employment and Training Allocations – FFY 2009
- 09-LCM-13 Systems Availability Schedule
- 09-LCM-12 Adjustment of Transaction Charges for the Federal Systematic Alien Verification for Entitlements (SAVE) Program
- 09-LCM-11 OTDA Transitional Jobs Program
- 09-LCM-11 - Attachment A - Subsidized Employment Programs Matrix
- 09-LCM-11 - Attachment B - Transitional Jobs Allocations
- 09-LCM-11 - Attachment C - Transitional jobs budget instructions
- 09-LCM-11 - Attachment D - Transitional Jobs program narrative
- 09-LCM-11 - Attachment E - Transitional Jobs Budget
- 09-LCM-11 - Attachment F - Transitional Jobs budget narrative
- 09-LCM-10 OTDA Health Care Jobs Program
- 09-LCM-10 - Attachment A - Subsidized Employment Programs Matrix
- 09-LCM-10 - Attachment B - Allocations for health care jobs
- 09-LCM-10 - Attachment C - Health Care Facilitated Enrollers
- 09-LCM-10 - Attachment D - Budget instructions for health care jobs
- 09-LCM-10 - Attachment E - Program Narrative for health care jobs
- 09-LCM-10 - Attachment F - Budget form for health care jobs
- 09-LCM-10 - Attachment G - Budget narrative for health care jobs
- 09-LCM-09 OTDA Green Jobs Corps Program
- 09-LCM-09 - Attachment A - Subsidized Employment Programs Matrix
- 09-LCM-09 - Attachment B - Green Jobs award guidelines
- 09-LCM-09 - Attachment C - Budget instructions
- 09-LCM-09 - Attachment D - Green Jobs program narrative
- 09-LCM-09 - Attachment E - Green Jobs Budget
- 09-LCM-09 - Attachment F - Green Jobs Budget Narrative
- 09-LCM-08 Funding for Community Solutions for Transportation (CST)
- 09-LCM-08 Attachment 1 - CST 10 Funding Available
- 09-LCM-08 Attachment 2 - CST 10 Application
- 09-LCM-08 Attachment 3 - CST 10 Program Work Plan
- 09-LCM-08 Attachment 4 - CST 10 Baseline Budget Form
- 09-LCM-08 Attachment 5 - CST 10 Claiming Instructions
- 09-LCM-08 Attachment 6 - CST 10 Quarterly Reporting Form
- 09-LCM-07 Submission of TANF Special Project Claims/FFFS Plans
- 09-LCM-06 NY Connects (formerly Long Term Care Point of Entry) Program Year 3
- 09-LCM-05 Food Stamp/Supplemental Nutrition Assistance Program Administrative Funding under the American Recovery and Reinvestment Act
- 09-LCM-04 Food Stamp Employment and Training Allocations-FFY 2009
- 09-LCM-03 2009 TANF Summer Youth Employment Program (SYEP) Allocations
- 09-LCM-02 Support Incentives—Federal Fiscal Year 2007 (FFY 2207)
- 09-LCM-01 Protection of Confidential Information