June
CARES Project Kickoff
July
CARES Implementation Phase Kick-off
September
CARES Program Update – Special Counsel Seminar
October
CARES Program Rollout 1 Client Reporting Overview & Strategy
December
CARES Program Update
January
CARES Program Rollout 1 Client Certification File Layout & Submission
February
CARES Program Rollout 1 Out-of-the-Box Reports
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
April
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
CARES Program Update
May
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
June
CARES Program Rollout 1 Client Certification File Layout & Submission TouchPoint
July
CARES Program Rollout 1 Client Go-Live Readiness
January
CARES Program Rollout 2 January 2023 Client Meeting
February
CARES Program Rollout 2 February 2023 SC/TPV Meeting
March
CARES Program Rollout 2 March 2023 Client Meeting
April
CARES Program Rollout 2 April 2023 Client Meeting
May
CARES Program Rollout 2 May 2023 Client Meeting
August
CARES Program Rollout 4 PTX Client Kick-off Meeting on 8/14/2024
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 8/28/2024
September
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 9/11/2024
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 9/25/2024
October
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 10/9/2024
November
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 11/6/2024
December
CARES Program Rollout 4 PTAX Monthly Touch Point on 12/4/2024
January
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 1/8/2025
February
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 2/5/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 2/26/2025
March
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 3/12/2025
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 3/26/2025
April
CARES Program Rollout 4 PTAX Bi-Weekly Meeting on 4/9/2025
CARES Certification File Standardization
One central aim of the CARES Program is to streamline operations by minimizing redundant and non-value-added tasks. By implementing a uniform layout for certification files, the program seeks to enhance automation and diminish the need to accommodate various file formats. This strategic move enables the AGO staff to redirect their efforts towards more productive endeavors. The standardized certification file layout has undergone a significant expansion from 43 to 176 data fields, a transformation that now caters to a wide array of Business Classes and Client Agencies. This expansion has paved the way for economies of scale, amplifying the program's efficiency.
Though the bare minimum requirement entails only five mandatory fields, Client Agencies are earnestly urged to populate as many fields as feasible. This proactive approach aids the AGO in efficiently collecting certified debt, which in turn bolsters the program's overall effectiveness.
Download the CARES Debt Manager Client Certification File
CARES File Transfer Standardization
In terms of file transfer, the CARES Debt Manager mandates the utilization of the Secure File Transfer Protocol (SFTP), recognized as the gold standard in secure file transfers across industries. This protocol incorporates multiple layers of security measures at every vulnerable juncture during the file transfer process. Such stringent safeguards are put in place to ward off any potential theft of sensitive personal information. Moreover, the adoption of SFTP aligns with the AGO's commitment to maintain compliance with IRS regulations, ensuring a high level of data security and confidentiality throughout the file transfer procedures.