WLR-ILH | Tenant Resource Navigation

The Western Lights Residences | WLR-ILH Internal

Tenant Resource Navigation Flow Tool

A guided admin workflow for helping independent shared-housing tenants stabilize documents, benefits, income, employment, housing applications, and move-up readiness while staying inside the WLR-ILH no-care / no-supervision operating lane.

Shared Residential Rental Tenant-Led Support No Care or Supervision Print-Ready Results
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Operating boundary before using this tool

WLR-ILH may provide resource lists, administrative support, document organization, reminders, and side-by-side portal help. WLR-ILH must not provide care, supervision, meals, medication assistance, clinical services, legal advice, benefits representation, case management, or guaranteed placement into any program.

Tenant Session Setup

Complete this section before starting the flow. Keep the session tenant-led and voluntary.

Required boundary acknowledgments

Phase 1 | Move-in to Day 14

Stabilize

Goal: establish documents, phone, email, BenefitsCal access, CalJOBS/HACSB access where appropriate, and immediate resource referrals.

1

Are the tenant’s documents complete on file?

If yes, proceed to Step 3. If no, complete Step 2 before moving forward.
Step 2 Required Action

Ensure tenant documents are complete on file. Do not keep originals. Scan/copy only with tenant consent. Email approved soft copies to marky.pascua@westernlightsresidences.com and thewesternlightsresidences@gmail.com.

3

Does the tenant have a reliable phone number?

A stable phone number is needed for benefits, housing portals, interviews, and appointment reminders.
Action if No

Provide California LifeLine information and help tenant apply directly. Tenant must control their own account, PIN, and phone-service decisions.

4

Does the tenant have an email account?

Email access is needed for BenefitsCal, HACSB, CalJOBS, housing waitlists, job applications, and confirmations.
Action if No

Help tenant create a tenant-controlled email account. Do not store the password. Ask tenant to write credentials in their own private folder if they choose.

5

Is the tenant enrolled in BenefitsCal?

BenefitsCal is the California portal used to apply for and manage public benefits.
Step 6 Required Action

Help tenant enroll in BenefitsCal. Tenant controls login, password, answers, documents, and final submission. WLR may scan, print, upload, and explain where to click only with tenant consent.

7

Has the tenant been screened for public benefits?

Screen for CalFresh, Medi-Cal, CalWORKs, General Relief, and any current county programs the tenant may want to apply for.
Action if No

Review BenefitsCal/TAD programs with the tenant. Use tenant-provided answers only. Do not guarantee benefits or advise on eligibility beyond referral.

8

Does the tenant have a CalJOBS account?

CalJOBS can support job search, resume building, career tools, and workforce program connections.
Action if No

Create or update tenant-controlled CalJOBS access. Add resume, preferred job types, alerts, and first weekly job-search target.

9

Does the tenant have a HACSB applicant portal profile?

Use this for Housing Authority of the County of San Bernardino waitlists and housing-assistance applications when open.
Action if No

Create or recover HACSB portal access with tenant present. Apply to realistic open lists, save confirmation numbers, and set monthly portal check reminders.

10

Is the tenant in housing crisis?

Use 2-1-1 / Coordinated Entry for immediate homelessness or housing-crisis navigation. Do not promise emergency housing.
Action if Yes

Help tenant call 2-1-1 / Coordinated Entry. Record referral only. Do not guarantee shelter, voucher, or placement.

11

Are basic-needs barriers blocking progress?

Check phone, transportation, food access, utility issues, document replacement, and appointment access.
Action if Yes

Provide targeted resource links. Help tenant call or apply only if requested. Do not manage accounts, cards, PINs, or benefits.

Phase 2 | Days 15–45

Income & Benefits

Goal: identify lawful income sources, benefits opportunities, fixed-income pathways, health-plan supports, and disability/veteran referrals while staying tenant-led.

1

Has current income been documented?

Use proof of income for rent stability, future applications, benefit updates, and move-up planning.
Action if No

Ask tenant to gather income documents. WLR may scan/copy with consent but should not hold originals or financial credentials.

2

Has the tenant reviewed county benefits options?

Potential programs include CalFresh, Medi-Cal, CalWORKs, Welfare-to-Work, and General Relief.
Action if No

Help tenant review BenefitsCal/TAD. Do not advise eligibility or create answers. Tenant reviews and submits their own application.

3

Does the tenant need fixed-income or disability-benefit referrals?

Use referral-only support for SSI, SSDI, CAPI, DOR, Rolling Start, or qualified benefits planning.
Action if Yes

Provide referral information. Do not advise tenant how to structure benefits, work limits, immigration status, or disability eligibility.

4

Is the tenant a veteran who wants VA resources?

Ask neutrally: “Would you like veteran-resource information?”
Action if Yes

Provide VA referral links and document only the referral date, tenant action, and next step.

5

Does the tenant need Medi-Cal housing-support referral?

IEHP/Molina Community Supports may include housing-related supports for eligible members, subject to plan rules and provider availability.
Action if Yes

Help tenant contact their health plan or case manager. WLR tracks referral date and next step only; no guarantees and no CalAIM service delivery unless formally contracted.

6

Independent-living fit gate

If the tenant needs care, supervision, medication help, dementia/wandering supervision, or ADL assistance, WLR must not provide those services inside the ILH model.
Action if Yes

Owner/management review required. WLR may refer to IHSS/outside resources but must not become the care provider, medication support, or supervision provider under the ILH model.

Phase 3 | Days 30–90

Employment & Training

Goal: increase employability and earned income through AJCC, CalJOBS, resumes, training, adult education, and a weekly job-search rhythm.

1

Is the tenant seeking better income?

Employment goals should be tenant-selected and realistic.
Action if Yes

Set weekly job-search targets and refer to High Desert AJCC for formal job seeker services, resume support, workshops, assessments, and training referrals.

2

Does the tenant have a resume and job-search log?

The log should track date applied, employer, position, contact, result, and follow-up date.
Action if No

Draft resume, print copies, scan certifications, and set up a job-search log. Refer tenant to AJCC for review.

3

Has the tenant contacted High Desert AJCC?

AJCC can support career planning, job search, resumes, interview preparation, resource rooms, and training referrals.
Action if No

Help tenant schedule first AJCC contact. Record appointment date and transportation plan.

4

Does the tenant need education or training referral?

Training may include GED, high school diploma, ESL, citizenship, computer skills, career technical education, or WIOA referral through AJCC.
Action if Yes

Provide education/training referrals. Ask tenant to choose next step. Record contact date, program interest, and follow-up.

5

Has a weekly job-search rhythm been set?

A structured weekly rhythm makes the resource-navigation model repeatable and measurable.
Day Tenant Action WLR Support
Monday Check CalJOBS, job boards, and email. 30-minute admin support if scheduled.
Tuesday Apply to 3–5 realistic jobs/training opportunities. Print resume / scan documents.
Wednesday Call AJCC, attend workshop, or complete training task. Transit info / calendar reminder.
Thursday Follow up and prepare for interviews. General mock interview practice.
Friday Update job log and next week targets. Review tracker and barriers.
Action if No

Set the tenant’s weekly rhythm and enter the first follow-up date in the resource log.

Phase 4 | Days 30–180

Housing Pipeline

Goal: apply to realistic waitlists, maintain applicant portals, track confirmation numbers, and prepare tenant for voucher or affordable-housing opportunities.

1

Has tenant applied to realistic open HACSB/PBV waitlists?

Project-Based Voucher lists may be more realistic than waiting for a closed tenant-based voucher list.
Action if No

Apply to realistic open lists with tenant present. Save property name, bedroom size, confirmation number, username/email, and follow-up date.

2

Is portal contact information current?

Waitlist opportunities can be lost when phone, email, address, or household information is outdated.
Action if No

Help tenant update portal contact information. Tenant reviews and submits changes. Record date updated.

3

Has a monthly housing portal check reminder been set?

Monthly portal checks should continue while the tenant lives at WLR-ILH.
Action if No

Set the first monthly portal check date. Tenant controls their own reminders and portals.

4

Does tenant need fair housing or legal referral information?

If tenant asks legal questions, provide referrals only.
Action if Yes

Use this script: “That is a legal or tenant-rights question. I can give you contact information for IFHMB, Legal Aid, or court self-help resources.”

5

Voucher/shared-housing caution for WLR

This step is for owners/admins. Voucher room rentals may require shared-housing approval, inspections, rent reasonableness, and separate contract requirements.

Do not advertise voucher acceptance for room rentals until WLR confirms the exact HACSB shared-housing requirements.

Action if Not Confirmed

Contact HACSB landlord resources before accepting or advertising voucher-friendly room rentals.

Phase 5 | Ongoing

Move-Up Readiness

Goal: help the tenant prepare for apartment stability through documents, rent history, income, savings, applications, and resource contacts.

1

Move-Up Housing Readiness Checklist

Use this as the final internal readiness gate before actively planning apartment transition.
Action if Not Ready

Create a tenant-controlled move-up plan with missing checklist items, target dates, and next referrals.

2

Has a savings and move-out cost plan been discussed?

Do not promise deposit assistance. Use this to help tenant understand the cost of moving into better housing.
Action if No

Create a basic move-out cost list and identify whether tenant may ask their Medi-Cal plan about housing deposit supports if eligible.

3

Generate and print results

At the end of the flow, create a print-ready session summary for the tenant resource file.
Action if Not Yet

Generate results, print or save PDF, then file according to WLR policy. Do not store sensitive passwords, PINs, or original documents.