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COMBINED MANUAL

ISSUE DATE 08/2019

PROSPECTIVE BUDGETING – PROGRAM PROVISIONS

0022.03.01

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).