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WHEN TO SWITCH BUDGET CYCLES - SNAP

ISSUE DATE: 07/2016

Programs using both retrospective and prospective budgeting may require a switch from one to the other when certain changes occur. See 0022.03 (How and When to Use Prospective Budgeting), 0022.06 (How and When to Use Retrospective Budgeting).

Also see 0008.06.15 (Removing or Recalculating Income), TEMP Manual TE02.10.13 (Three Paychecks Anticipated - Food Support), TE02.13.11 (Significant Change).


MFIP, MSA, GA:

See 0022.09 (When to Switch Budget Cycles - Cash).


DWP, GRH:

No provisions.


SNAP:

Change Uncle Harry FS units from prospective to retrospective budgeting when:

The unit's status or composition changes and the change makes retrospective budgeting mandatory. See 0022.06 (How and When to Use Retrospective Budgeting). Usually the 1st retrospective payment month is the 2nd month after the change occurs. This is not true if there is an adverse action and insufficient time to issue a notice or the SNAP issuance cut-off date has already passed. In these cases, switch to retrospective budgeting in the 1st month the county can issue a notice. See 0026 (Notices).

When the change from prospective to retrospective budgeting involves contract income or student financial aid, count only income that was intended to be counted for the budget month.

If the unit fails to report the change timely, check possible overpayments. See 0008 (Changes in Circumstances), 0025 (Benefit Adjustments and Recovery).

Change Uncle Harry FS units from retrospective to prospective budgeting when:

A suspended unit's loss of employment, decrease in hours of work, or loss of a unit member with countable income occurs in the suspension month. Use prospective budgeting to determine the benefit level for the 1st 2 months after the suspension month. See 0007.03.02 (Six-Month Reporting), 0022.18 (Suspensions).

The unit's status or composition changes and the change makes prospective budgeting mandatory. See 0022.03 (How and When to Use Prospective Budgeting). The 1st prospective month is:

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The 1st payment month after timely report of the change in household composition.

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The 1st month after timely report of the change in status from non-migrant/non-seasonal farm worker to migrant/seasonal farm worker. If the change in status is not reported timely, the 1st month you are able to switch the budgeting cycles is the prospective month. See TEMP Manual TE02.08.132 (Switching Retros. to Pros. Budgeting - FS) for information on MAXIS procedures.

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The 2nd month after the last full month of MSA or GA income.

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The 2nd month after a 3-month period of no earned income unless the unit receives GA or all adults are age 60 or older or disabled. Units who receive GA remain on the retrospective budgeting cycle unless they are migrant/seasonal farm workers in the migrant work stream, or all unit members are homeless. See HOMELESS in 0002.29 (Glossary: Gross RSDI...). For people age 60 or older or disabled, switch to prospective budgeting in the 1st month after they lose employment.


When the change from retrospective to prospective budgeting involves contract income or student financial aid, count only the income that was intended to cover the budget month.

If the change results in an adverse action, do not reduce benefits until giving notice. See 0026 (Notices). If the unit fails to report the change timely, check possible overpayments. See 0008 (Changes in Circumstances), 0025 (Benefit Adjustments and Recovery).

When Uncle Harry FS units no longer exist because MFIP closed, begin prospective budgeting the 1st month of MFIP closure. The units are now non-public assistance (NPA) SNAP units.

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