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PROSPECTIVE BUDGETING - PROGRAM PROVISIONS

ISSUE DATE: 07/2016

For general provisions applying to all programs, see 0022.03 (How and When to Use Prospective Budgeting).


MFIP:

In the 1st month, for some units, budgeting income to determine the benefit amount is separate from budgeting income to determine eligibility. To be eligible, clients must pass the initial income eligibility test and be within net income limits. See 0017 (Determining Gross Income), 0018 (Determining Net Income), 0018.18 (Earned Income Disregards).

Use prospective budgeting to figure the benefit amount for the 1st 2 months of eligibility for each person who was not an eligible MFIP participant the month before the application month. This applies even if you are adding a person to a retrospectively budgeted MFIP unit. See 0008.06.06 (Adding a Person to the Unit - Cash).

If a person was an MFIP participant the month before the application month, continue the budget cycle the person was in. Also see 0022.06 (How and When to Use Retrospective Budgeting).

If a person losing SSI is being added to the unit as a mandatory member, budget his/her income prospectively for the 1st 2 months.

In budgeting income prospectively, count only income both you and the unit are reasonably certain they will get that month.

If a client gives a reason that the amount an employer says it will pay is inaccurate, contact the employer for confirmation. See 0010.03 (Verification - Cooperation and Consent), 0010.15 (Verification - Inconsistent Information). If you cannot reconcile the employer’s and the client's claims, budget the amount the client expects to get (which might be $0). Document your action in CASE/NOTEs in MAXIS.

After the 1st 2 months of eligibility (EXCEPT for cost-of-living adjustments (COLAs) in federal benefits), continue prospectively budgeting migrant units, seasonal farmworker units, and units in which all members are homeless.

See 0022.06 (How and When to Use Retrospective Budgeting) for COLA increases.


DWP:

To be eligible, clients must pass the initial income eligibility test and be within net income limits. See 0017 (Determining Gross Income), 0018 (Determining Net Income), 0018.18 (Earned Income Disregards).

Use prospective budgeting to figure the benefit amount for each of the 4 months of DWP eligibility. See 0022.12 (How to Calc. Benefit Level - MFIP/DWP/GA).

In budgeting income prospectively, count only income both you and the unit are reasonably certain they will get that month.

If a client gives a reason that the amount an employer says it will pay is inaccurate, contact the employer for confirmation. See 0010.03 (Verification - Cooperation and Consent), 0010.15 (Verification - Inconsistent Information). If you cannot reconcile the employer’s and the client's claims, budget the amount the client expects to get (which might be $0). Document your action in Case/Person Notes in MAXIS.


SNAP:

For information about SNAP prospective budgeting, see 0022.03.01.03 (Prospective Budgeting - SNAP Provisions).


MSA:

For SSI recipients, always budget the SSI Federal Benefit Rate prospectively.

For non-SSI recipients, use prospective budgeting for the 1st 2 months, and use the same income you budget for the 1st month to budget the 2nd month. This is true in all months EXCEPT January of any year. Budget RSDI COLA increase prospectively (for example, budget January RSDI COLA in January).


GA:

For each person who was NOT a GA participant the month before the application month, use prospective budgeting to determine the benefit amount for the 1st 2 months of eligibility.

For each person who was a GA participant the month before the application, continue the budgeting cycle the person was in. Change the budget cycle only if there was a change that would alter the budgeting cycle. See 0022.09 (When to Switch Budget Cycles - Cash).


GRH:

GRH Six-Month Reporters use prospective budgeting based on a projection of earned and unearned income. See 0007.03.02 (Six-Month Reporting).

Use prospective budgeting when a person has $100 or more of earned income and is projected to be in the GRH setting for more than 30 days.

All earned income must be converted to monthly amounts when anticipating income. MAXIS will calculate the monthly amount by using the appropriate multiplier. Use of this income multiplier does NOT constitute averaging income. The multiplier is:

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4.3 for weekly checks.

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2.15 for bi-weekly checks.

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1 for monthly checks.

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2 for semi-monthly checks.


Use the most recent pay stubs and/or other available earned or unearned income verification from the previous 30 days, or a longer period of time if it gives a more accurate projection. The income verification must include the most recent pay stub and/or other earned/unearned income received dates. The date on the application/recertification form or the Combined Six-Month Report submitted by the client must be within a reasonable time period corresponding to the county date stamp of receipt. Document in MAXIS CASE/NOTEs what income was used and why.

For self-employment income calculations, see 0017.15.33.03 (Self-Employment, Convert Inc. to Monthly Amt.).

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