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"Excluded" needs to be entered for a pay which is not reflective of what is expected in the future. The reason for exclusion MUST be documented in case notes and at least one pay must be budgeted.

3405.10.15 AVERAGING BUDGET METHOD The Average budget method may be used with income received weekly, bi-weekly, semi- monthly, or monthly. Averaging may only be used when complete monthly amounts are available, there are two or more months of history, and the AG chooses this option. Note: IEDSS will only calculate income using this budget method if worker answers “yes” to the question: Did the client request their income to be averaged (located at the bottom of worksheet). 3405.10.20 PRORATED BUDGET METHOD The Prorated budget method distributes an income over the period associated with the income or expense. Educational income is a common example of income which is often calculated using this frequency and budget method (Refer to 2810.40.00 and 3430.00.00). IEDSS automatically calculates monthly and annual income/expenses based on the frequency and amount. 3405.10.22 ANNUAL BUDGET METHOD The amount of money that an individual, business, or asset will earn over the course of a year. Annualized income can be calculated with less than 12 months of income because in some cases the client only works 8-9 months a year and the income are intended to meet the household’s needs for the entire year. To calculate the annual income for the household you would add all the income received for the specific calendar year and then divide by 12 months. 3405.10.25 BEGINNING/TERMINATING BUDGET METHOD Income is projected when an individual has just started working, changed jobs, or has had a change in rate of pay. IEDSS uses Circumstances Start/Change Dates (CSCD), End, and/or Reported On dates to determine eligibility. Additional dates that must be updated include Client Became Aware of (cannot be a future date) and Verification Received on.

The CSCD date automatically pre-populates to the first of the month, three months prior to the month of application. When new income is reported, the CSCD should be changed to the start date of employment. The Reported-On date pre-populates to the application date during intake. During intake, the application date should only be used if the income was reported on the application. If income is reported during the interview, the data collection date should be used; if