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Streamlined Application Process

San Bernardino County, CA
Program Year: 2019

The San Bernardino County Transitional Assistance Department (TAD) developed and implemented a Streamlined Application Process for customers applying for assistance in person at local TAD offices. This process was developed to improve overall customer service by increasing the efficiency and accuracy of the intake application process through the removal of unnecessary steps, updating forms, use of available technology, and ensuring the use of consistent intake procedures among all San Bernardino County TAD offices. The Streamlined Application Process revised and updated existing practices utilized by TAD staff when customers applied for assistance. These revised procedures enhanced the movement of the customer in the application process, while easing the burden on staff to accurately make benefit determinations, which provided a more satisfying and timely customer experience.

Ms. Francine Beedie
Secretary I