IN-KIND SUPPORT AND MAINTENANCE (ISM) FOR OAP AND AND-

CS ONLY A. For certain clients who are not paying their fair share of shelter costs, an ISM amount shall be determined and counted as unearned income. Client statement is acceptable as verification for reporting shelter costs. B. The ISM calculation does not apply to a client: 1. Who is residing in and owning his or her primary residence; or, 2. Who is receiving subsidized housing; or, 3. Who is homeless; or, 4. Who is paying his or her fair share of shelter costs when shelter costs are market value or greater, even if the fair share is less than the current ISM amount. a. Fair share is calculated by totaling shelter costs and dividing by the number of people living in the household. b. Market value is the amount a landlord or property manager would charge if the dwelling were rented on the open market. Rent may include heating fuel, gas, electricity, water, sewage and garbage collection; or, 5. Who is paying shelter costs in an amount equal to or greater than the current maximum ISM amount, whether or not the costs are the client's fair share or market value; unless, 6. A client is receiving SSI and being charged an ISM by the SSA. The client shall be charged a matching ISM for Adult Financial programs, unless good cause is provided due to SSA backlog. a. The client shall be instructed to work with the SSA to remove or reduce the ISM once the client is paying his or her fair share of shelter costs. b. Once the SSA removes or reduces the ISM, the client shall report the change in order to have the Adult Financial ISM removed or reduced. C. If the client's declared monthly shelter costs are less than the current maximum ISM amount established for the shelter component and the client is not paying his or her fair share, the county department shall determine the ISM amount to be applied, as follows: 1. If the client's shelter costs are less than the current market value, then the amount the client is actually paying is subtracted from the current maximum ISM amount. The result is counted as in-kind unearned income to the client. 2. If the shelter costs are market value but the client is paying less than his or her fair share, then the amount the client is actually paying is subtracted from the client's fair share amount or the current maximum ISM amount, whichever is less. The result is counted as in-kind unearned income to the client. 3. If the client is paying no shelter costs, and all shelter costs are supplied in full, then the current maximum ISM amount is counted as in-kind unearned income to the client. D. If the client has an established life estate and the client's shelter costs are being provided in full, an ISM shall be calculated. E. The Adult Financial programs maximum ISM shall be determined as follows: 1. The ISM includes shelter costs. 2. The ISM is calculated by multiplying the current SSI benefit standard, as defined in Section 3.510, by 33.33%, then adding a $20.00 disregard and rounding to the nearest whole dollar.