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COMBINED MANUAL

ISSUE DATE 08/2020

WHEN TO SWITCH BUDGET CYCLES - CASH

0022.09

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 TE02.08.193 (Monthly/Non-Monthly and Budget Cycle – MFIP), TE02.10.13 (Three Paychecks Anticipated - Food Support), TE02.13.11 (Significant Change).

MFIP: Do not switch the budgeting cycle for MFIP units unless the unit’s status changes FROM or TO migrant, seasonal farm worker, or homeless.

● If the unit’s status changes FROM migrant, seasonal farm worker, or homeless, begin retrospective budgeting the month after the month the change is reported.

● If the unit’s status changes TO migrant, seasonal farm worker, or homeless, the 1st prospective month is the 1st month after timely report of the change in status. If the change in status is not reported timely, the 1st month you are able to switch the budgeting cycle is the 1st prospective month.

DWP, GRH: No provisions.

SNAP: See 0022.09.03 (When to Switch Budget Cycles - SNAP).

MSA: When an MSA participant becomes eligible for SSI, begin prospective budgeting using the SSI FBR in the 1st month of SSI receipt. Continue to prospectively budget using the SSI FBR for any month in which the person is an SSI recipient. See SSI RECIPIENT in 0002.63 (Glossary: Special Diet...).

When an MSA participant loses SSI eligibility, review eligibility for MSA.

● If non-payment of SSI is for reasons other than excess income or recoupment, close MSA.

● If the sole reason for SSI non-payment is recoupment or suspension due to income, continue to prospectively budget the case using the SSI FBR.

● If SSI non-payment is due to receipt of recurring income (not a 1-month suspension), continue to prospectively budget for 2 months using ACTUAL income. Switch to retrospective budgeting in the 3rd month of non-payment of SSI.

GA: Change from retrospective to prospective budgeting when a suspended unit has a change in recurring net income of $50 or more. Recurring net income is the amount after work expenses and dependent care deductions, but before disregards. A change in recurring net income fits this definition if the recurring net income in the budget month which caused the suspension is at least $50 higher or lower than either the month before the suspension month or the suspension month. Do not use the amount of a 3rd or 5th paycheck to calculate the $50 change.

Use prospective budgeting to determine the benefit level for the 1st 2 months after the suspension month. Also see 0022.18 (Suspensions).

Follow the above policy with the following EXCEPTION: people who enter a domestic violence shelter or group residential housing must have their grant determined prospectively from the date they entered the shelter or residence. Any income,