Skip County Header
Alameda County, CA, acgov.org
You are here: public » services » county_policies_and_regulations » 40_01_06
Services image

CalWORKs Handbook: 40-01.06. Quarterly Reporting/Prospective Budgeting

Effective Date: June 4, 2004

Revised Date: June 10, 2004

Published By: E112

Summary:

This Handbook replaces CalWORKs Handbook, 40-1.6 dated 04/01/99. This revised handbook will cover the new Quarterly Reporting/Prospective Budgeting (QR/PB) rules that will be implemented effective June 2004.

 

General:

AB444 required the California Department of Social Services (CDSS) to replace the current Month Reporting/Retrospective Budgeting system (MRRB) with a QR/PB system. The CalWORKs Program adapted the QR/PB system to the extent permitted by federal law, regulations, waivers and directives and considering cost effectiveness, compatibility between the CalWORKs program and Food Stamp errors.

This handbook outlines the reporting responsibilities for CalWORKs Assistance Units (AUs). It specifically provides the guidelines for AUs required to report on the QR 7 Quarterly Eligibility Report.  In addition, this handbook includes the budgeting methods that have been changed as a result of QR/PB. (Note: The RCA program will adapt to QR/PB rules).

 

I. Quarterly Reporting/Prospective Budgeting QR 7

AUs on QR/PB are required to submit a QR 7 Quarterly Eligibility Status Report during the quarter in order to continue eligibility for AUs. The QR 7 is primarily intended to capture information for the QR Data Month. It is also intended to request that the AU report any reasonably anticipated changes for the next QR Payment Quarter(PQ) that was known during the QR Data Month.

All changes made on the case file shall have documentation by the County Welfare Department (CWD) which provides a clear rational that explains the basis of their decision, especially with regard to income that was reasonably anticipated and used in the budget calculation. 

AUs will be required to report and verify the following on the QR 7:

  • Earned or unearned income for the Report Month (Data Month) along with expenses;
  • Any changes in AU composition or property since the submission of the prior QR 7; and,
  • Changes in income the AU anticipates will occur in the upcoming QR payment quarter

The quarterly reporting cycle is comprised of three consecutive months. These three consecutive months are called a QR Payment Quarter. The following chart will describe the months and quarter of an individual QR cycle:

 

QR Data Month

  • This is the second month of the quarter and
  • The month the AU reports all information necessary to determine eligibility, Report Month.

QR Submit Month

  • This is the third month of the quarter and
  • The month the client is required to submit the QR 7

QR Payment Quarter

  • This is the 3-month period in which benefits are paid or issued.
  • This is the 3-month period immediately following the QR Submit month.

II. Applicants

The QR/PB cycle for each AU is determined by the first month that benefits are approved. In CDS there are three cycles. Use the chart below to determine the months in the QR Payment Quarter based on the first month that benefits are approved.

Cycle 1:

Beginning Date of Aid

QR Data Month

QR Submit Month

January

February

March

April

May

June

July

August

September

October

November

December

Cycle 2:

Beginning Date of Aid

QR Data Month

QR Submit Month

February

March

April

May

June

July

August

September

October

November

December

January

Cycle 3:

Beginning Date of Aid

QR Data Month

QR Submit Month

March

April

May

June

July

August

September

October

November

December

January

February

 

III.  Applicant/Recipient Financial Eligibility

 

Applicant processing including applicant reporting responsibilities will continue to apply in the QR/PB system.  When an application has been received and approved for aid, the information on the application shall be used prospectively to determine benefits until the first QR-7 is received.

Under QR/PB, reasonably anticipated income is not reconciled with actual income. It is therefore critical to make every effort to obtain necessary verification and to document their determination of reasonably anticipated income, if any, as part of the application approval process.

         Example:

Applicant applies on 6/5 for CalWORKs/FS, Payment Quarter is June/July/Aug. The family consists of father who is working, mother who is in receipt of UIB and two children (AU MBSAC 4 = $1060). The father provides verification that he is expected to be laid off on 6/15 and his last paycheck will be received on 6/20. His total earnings for June are expected to be $900. The mother is in receipt of UIB in the amount of $200 bi-weekly, however her benefits will be exhausted the first week of July. For the month of June she is expected to receive $400 and $200 for July. Based on EDD real-time the father will be eligible for UIB in the amount of $240 bi-weekly.

  • The total estimated income for June is $1300, the family is not financially eligible for CalWORKs.
  • The total estimated income for July is $680, the family is financially eligible and approved for July 1st. Total income for August is $460 based on the fathers UIB.
  • CalWORKs shall be approved for 2 months (July/Aug)of the PQ June/July/Aug.
  • CalWORKs budget for the PQ: Total income $1120 ÷ 2 = $560 for July/Aug.
  • The QR 7 for July (Data Month) is received on August 10th. The total income reported for August is $880 as the mother received an extension on her UIB. Since the budget reflects what was reasonably anticipated at that time, there is no O/P for August. The Quarter begins with Food Stamp approval.

         NOTE:

         For Food Stamps this family is eligible effective 6/5, as the total income for the payment quarter must be

         averaged. Food Stamps budget for the payment quarter: Total income $2420 ÷ 3 = $605 for June/July/Aug.

        

IV. Establishing the Reporting Cycle

The CDS system assigns a reporting cycle to the AU based on the first month that benefits are approved. This cycle code (1,2 or 3) can be found in the reporting cycle field of the ELIG screen.

Exception: When AUs are certified on a pending CalWORKS case, a reporting cycle will not be established by the system. In this situation there are two options:

  • The worker can set a reporting cycle if they know what it will be or
  • When cash aid is approved the system will automatically establish a cycle.

For intake applicants only, the cycle code may be manually changed in order to avoid receiving more than one QR 7 for the same quarter. This situation may occur when an ICT is received from another county and we want to keep the customer on the same reporting cycle to avoid CDS from assigning a new cycle, based on our approval date of the transfer.  In addition, a cycle may want to be manually changed when there has been a short break in aid and we want to have the AU keep the same reporting cycle.

 

V. Quarterly Reporting Processing

The information that the AU provides on the QR 7 is used to determine continuing eligibility and future benefit amounts based on all eligibility factors. The QR 7 should be received by the AU at the end of the QR Data Month, but no later than the first day of the QR Submit Month.

Information reported on the QR 7 should be presumed to be known during the report month. However, if during follow-up other information supports that the ‘reported changes’ were not known until the Submit Month, that change shall be treated as a voluntary mid-quarter change.

When the eligibility worker is processing the QR 7, the case file must have documentation which must include sufficient information to be able to determine what action was taken and why. The documentation should provide a clear rational that explains the basis of their decision regarding what was reasonably anticipated and used in the budget calculations. 

At minimum the case file should have in WISE dictation the following available information:

  • What income was used in the budget and why
  • If information on the QR 7 is not used and why you made the change
  • When it changed and why
  • Who was affected in the change

The following information must be reported on the QR 7:

  • All income received by the AU in the QR Data Month
  • Any changes in the AU composition that occurred since the last QR 7
  • Any changes in property since the last QR 7
  • Any changes in income the AU anticipates will occur in the upcoming QR Payment Quarter
  • The QR 7 must be signed and dated no earlier than the first day of the QR Submit Month
  • All questions and items are fully answered and the information on the QR 7, together with any documentation submitted, provides sufficient information to allow for the determination of eligibility and/or benefit levels
  • Required verification must be provided

 

A) Action on the QR 7

The AU should complete and return the QR 7 by the 5th of the Submit Month. However, the QR 7 is considered timely if it is submitted by the 11th day of the Submit Month. Upon receiving the QR 7 the worker shall:

  1. Review the report to ensure completeness and consider the report incomplete if it does not meet the criteria for a complete QR 7.
  2. Determine those items that will require additional verification and/or clarification.
  3. Notify the AU of the need to correct an incomplete or inaccurate QR 7 ('Y' letter or telephone contact) and /or submit additional verification/clarification.
  4. Review any decreased income on the QR 7 that is considered a voluntary mid-quarter report for changes that are reported and occurred in the Submit Month. Issue a supplement for the Submit Month if appropriate.
  5. Determine the AU’s level of benefits based on the estimated anticipated changes the AU expects to have during the next Payment Quarter.
  6. Complete a scratch budget for QR 7 reports that have income.  Attach a copy of the scratch budget to the QR 7 for the case file.
  7. Any other voluntary reported information that does not affect income should not be considered until the first of the next QR Payment Quarter.

B) Complete QR 7

The QR 7 shall be considered complete if all the following requirements are met:

  1. The QR 7 is dated no earlier than the first of the Submit month.
  2. The QR 7 provides address information sufficient to locate the AU.
  3. The head of the AU or authorized representative signs the QR 7.
  4. All questions and items pertaining to CalWORKs eligibility and benefit level are fully answered and provide the worker with the necessary information to correctly determine eligibility and benefit level.

Note: To be considered fully answered, information on the QR 7 together with attached documentation, information contained in the case record (known to the county), along with a voluntary or mandatory Mid Quarter Report (as described in section V), must provide sufficient information to allow for the determination of eligibility and/or benefit level.

C) Action for failing to submit a QR 7 or an Incomplete QR 7

  1. An ‘X’ letter shall be sent to an AU that fails to submit a report by the 11th of the Submit Month. CDS will auto issue an 'X' letter.
  2. A ‘Y’ letter shall be sent to an AU that submits an incomplete QR 7.
  3. The AU shall be discontinued effective the end of the Submit Month, if the AU fails to submit a complete QR 7 by the extended filing date. The ‘extended filing date’ means by the close of business on the first working day of the next month

D) Required Action on a Late QR 7

If an AU submits a complete QR 7 report after the 11th, but by the extended filing date, the eligibility worker must reinstate the case and do the following:

  1. If the QR 7 results in an increase in benefits and the worker is unable to increase the benefits by the Payment Quarter, the worker shall issue a supplement for the first month and increase benefits for the second and third months of the new Payment Quarter.
  2. If the QR 7 result in a decrease in benefits and the worker is unable to decrease the benefits due to the 10-day notice requirement, reinstate the benefits at the prior level. Reduce the benefits for the second and third months of the new Payment Quarter; and,
  3. Establish an overpayment for the first month of the new QR Payment Quarter.

E) Good Cause – Failure to Submit a QR 7

A good cause determination is required when an AU reapplies for CalWORKs after being discontinued for failure to submit a complete QR 7 and after the first working day of the QR Payment Quarter (extended filing date), but during the calendar month following discontinuance.

Good cause exists only when the customer cannot reasonably be expected to fulfill their reporting responsibilities due to factors outside of their control. Good cause may be requested either verbally or in writing. In addition, good cause should be reviewed when an AU files for a fair hearing.

Examples of good cause include:

  • Customer has a physical/mental condition that prevents timely reporting
  • There has been a death in the family
  • When an AU's failure to submit a QR 7 is directly attributable to county error
  • Other extenuating circumstances

Once good cause is granted the worker must do the following:

  • Rescind the case, remembering that a 10-day notice must be given for any decrease in benefits.
  • Compute an overpayment for the first month of the new Payment Quarter, if appropriate.
  • As appropriate, reduce benefits for second and third months of the new Payment Quarter.
  • Complete WISE dictation explaining why the customer was granted good cause.

Example:

A mother with 2 children receives CalWORKs in the amount of $200 for June/July/Aug. Mom fails to submit the QR for July by August 11th. After sending an appropriate discontinuance notice ('X') and attempting personal contact with the customer, mom still does not submit a QR 7 and benefits are discontinued effective August 31st. Mom comes in on September 4th to reapply for aid. The worker grants the customer good cause for not turning in her July QR 7 due to an illness in her family.

When she submits the July QR 7, she reports having been approved for UIB in the amount of $100 per week. The worker must restore aid at the previous level of $200 because a 10-day notice to reduce September’s benefits cannot be given. The worker must make a mid-quarter adjustment for the Sept/Oct/Nov Payment Quarter and reduce benefits effective October 1st. There is a $100 O/I for the month of September after the budget is computed.

 

VI. Mid-Quarter Voluntary and Mandatory Reports

 

If the AU has reported either a voluntary or mandatory mid-quarter report either verbally, in person, or in writing, that information is considered part of the case record. This is true whether or not the report resulted in a mid-quarter benefit change.

When the QR 7 is received, the worker should review the changes reported on the QR 7 to ensure that information submitted on mid-quarter reports are consistent with information reported on the QR 7. If the information on the QR 7 is consistent with the information provided on the voluntary or mandatory report, no further action is required

If the information reported on the QR 7 is NOT consistent with information provided on the voluntary or mandatory report the worker should take the following steps.

  • Take action to resolve the discrepancy and determine what is the most current and accurate information of the AU situation.
  • Attempt to contact the customer to resolve the discrepancy.
  • The QR 7 should be ‘Y’ed, if both the above are unsuccessful.

VII. Budgeting Methods

CalWORKs benefits will be determined using one type of budgeting method. This is:

  • Quarterly Reporting- Eligibility and benefits for a three-month period (quarter) are based on information provided on the QR 7 and are determined using prospective budgeting and income averaging rules.

 

VIII. Prospective Budgeting (PB)

Quarterly reporting is based on established eligibility and benefits for a future quarter using information provided on the QR 7 and benefits determined using prospective budgeting and income averaging over a three month period. Income and AU information from the QR Data Month, as well as anticipated changes in income and expenses must be considered when determining eligibility and benefit level. Benefits are frozen for the payment quarter, except under the following circumstances:

  • A voluntary mid-quarter report results in increased benefits.
  • A mandatory mid-quarter report results in a decrease or discontinuance of benefits.
  • An AU requests discontinuance.
  • A county initiated action results in decreased benefits.

Prospective budgeting for QR/PB AUs requires increased interaction with the AU and clear detailed documentation. This is true especially when information is obtained mid-quarter and may not be consistent with what is reported on the QR 7.

Documentation may include:

  • Income the AU expects to receive, include a printout of the scratch budget for the case file.
  • If anticipated budgeted income is different than income reported on the QR 7, document the reason for not using the AU's estimate.
  • Verification/information used for determining income or expenses, if the AU estimates is not used.
  • WISE tickler for mid-quarter changes that will be used for consideration in the next Payment Quarter.

 

IX. Reasonably Anticipated Income

Income is considered reasonably anticipated when it is reasonably certain that the AU will receive a specified amount of income during any month of the QR Payment Quarter. Use the following steps as a guideline to determine reasonably anticipated income:

  1. The income has or will be approved or authorized within the quarter or
  2. The AU is otherwise reasonably certain that the income will be received and
  3. The amount of income is known.
  4. Use the information that the AU provides for the upcoming payment quarter.
  5. Contact the AU if no estimate amount is provided or the information provided is questionable.
  6. Contact the customer’s employer for work hours and/or pay (written permission is required).
  7. Look at historical work patterns to assist in determining the amount of future income.

Reasonably anticipated income is determined by using information provided by the AU and any other available information. The case file must clearly reflect how the worker determined any reasonably anticipated income that is included in the budget.

Example 1:

AU reports on the QR 7 that the mother has started a new job. First pay date is in the first month of the new quarter. No other information is reported on the QR 7. Worker contacts the customer and is able to determine the hourly wage. Customer is not sure how often she is paid or the anticipated hours. Worker gets the customers permission to contact the employer, who provides information regarding the pay dates and the number of hours the customer is expected to work weekly. This income can be anticipated with reasonable certainty.

Example 2:

AU reports that a member of the HH was fired from their job due to having excessive absences and has applied for UIB. Although you can see the UIB weekly benefit amount in EDD real-time, it is most likely that the individual will not receive UIB.  In this situation this income cannot be anticipated with reasonably certainty.

If the AU refuses to assist in providing required information (such as a release to contact the employer, as needed) or fails to provide information necessary to determine continuing eligibility, discontinue benefits at the end of the quarter (allow for a 10-day notice).

If the AU is attempting to cooperate to the best of their ability, but is unable to provide information to assist the worker in determining future income, the case should not be discontinued. Eligibility shall be determined based on existing information and WISE dictation must indicate how eligibility and benefit level was determined.

 

X. Averaging Income

Income averaging allows benefits to be paid at the same amount for each of the QR Payment Quarters. The worker must determine if the income will continue with the same frequency in that Payment Quarter or not. Workers must take steps to determine whether income is reasonably anticipated and thoroughly document the case record as to why the income is included or not included.

If the AU’s income fluctuates seasonally, compare it with the income received from the most recent prior season. If additional information is not available from the source of income, take into account the historical work patterns going back one payment quarter.  For new income, rely on information provided by the employer or the source of the income. If the amount of the income or payment dates and/or hours of work cannot be estimated with reasonable certainty, do not use the income.

The following shall be used used to determine how the income will be averaged: 

A) Irregular Income

A change in frequency, is income that is irregular as a result of income starting, stopping or unpaid leave.  If the frequency changes in any month of a Payment Quarter that entire income shall be averaged by adding the total monthly reasonably anticipated income over the Payment Quarter and dividing that total by three (quarter).  That result shall be used to pay each month of the Payment Quarter.

B) Regular/Stable Income

When earned or unearned income is expected to be received at regular/stable intervals (same paid payment pattern) throughout the Payment Quarter, the income must be factored  throughout the entire Payment Quarter.   This includes continuing income that varies from payday to payday, due to changes in hours from the same source of income. That result shall be used to pay each month of the Payment Quarter.

If an AU reasonably anticipates that the income will continue at the same level as reported on the QR 7, the income from the Data Month shall be factored.  Income that is received on a weekly, bi-weekly, semi-monthly or monthly basis must then be computed into a monthly total and multiplied using the following format.

  • 4.33 for weekly income
  • 2.167 for bi-weekly income

 

XI. Use of the Conversion Factor

When the AU indicates on the QR 7 that their income will not change (regular/stable) throughout the quarter and there is no evidence to the contrary, use the scratch budget in the section indicating "Stable Income".  The following methods shall be used to determine how and when to apply the conversion factor:

A) Income is received on a monthly basis

  • Use the figure as anticipated monthly income for each month of the quarter

Example:

AU receives $744 per month SSA benefits. Use that figure for each month of the next quarter.

 

B) Income is received on a weekly or bi-weekly basis and the amount of each payment is the same

  • Convert the amount to a monthly figure by factoring it by 4.33 or 2.167

Example:

Customer provides childcare for a neighbor and is paid $300 every other Tuesday. Multiply the $300 by 2.167 to come up with the monthly figure for each month of the quarter.

 

C) Income is received on a weekly or bi-weekly basis and the amount of one or more of the payments are not the same.

  • Add together each weekly or bi-weekly payment
  • Divide the total by the number of payments received in the Data Month
  • Multiply that amount by 4.33 (weekly payments) or 2.167 (bi-weekly payments)
  • Use this monthly amount for the QR Payment Quarter

Example:

AU reports on the QR 7 that she received 5 weekly paychecks of $115, $100, $135, $95 and $120. Income is not expected to change. Add the 5 checks together and divide by 5, then multiply that amount by 4.33 to come up with the monthly figure for each month of the quarter.

 

XII. Anticipated Income Changes

Do not use the conversion factor if the AU indicates that the income is expected to change (irregular) during the quarter or there is evidence that the income will change.  Use the scratch budget in the section indicating "Estimated Irregular Income".

  • Determine the number of paychecks (or benefits) and the amount anticipated for each month of the quarter
  • Add the amounts together and divide by 3 to determine the monthly income for the quarter

 

XIII.  Income Reporting Threshold (IRT)

The mid-quarter requirement to report income in excess of the IRT applies to the CalWORKs program only, if CalWORKs benefits are discontinued due to the increased income, determine the impact on the family’s food stamp benefits (if the AU has a companion PAFS case).

When income in excess of the IRT is reported, determine if the AU remains financially eligible for CalWORKs benefits. If CalWORKs benefits are discontinued, the new income information must also be used to redetermine the FS allotment.

If a recipient reports receipt of income that exceeds the IRT, determine if income will continue at that level. If yes, the recipient is determined to be financially ineligible based on the new income that the AU/household will continue to receive, discontinue the recipient at the end of the month in which timely and adequate notice can be provided.

The recipient will not be eligible unless the anticipated income changes prior to the date of discontinuance. If the AU/household reports that the anticipated income will no longer exceed the IRT prior to the effective date of the discontinuance, and this is determined as a reasonable estimate, the discontinuance must be rescinded.

If the AU/household reapplies for benefits after the QR Payment Quarter for which the discontinuance takes effect, financial eligibility is determined as if the request was a new application.

If income that was reported as being in excess of the IRT was only expected to be that high for the one month and will not continue at that level, do not take action to discontinue benefits. Benefits for the current quarter may not be adjusted, because the change does not result in ineligibility or increased benefits. (NOTE: there are no provisions in the QR/PB system for suspense months resulting from income that renders an AU/household temporarily financially ineligible).

In order to avoid creating an overpayment/overissuance (OP/OI), terminate benefits based on the reported change prior to receiving verification of the increased income.

 

Example:

Mom in a nonexempt AU/Houshold of three has gross earned income of $1200 per month.  The quarter is January/February/March, and benefits for that quarter have been determined using $1200 as the average income amount used for each month. On February 15, Mom reports that her monthly earnings increased to $1800, which is greater than the IRT for her Au size ($1628), and will continue at that level.

After applying the appropriate income disregards, determine that the AU is ineligible for continuing cash aid, and must take action (without waiting for verification of the new income) to discontinue benefits effective February 28.

 

       

CalWORKs

Computation

Anticipated Monthly Income

Less $225 Disregard

   $1800.00

   -$225.00

Subtotal

Less 50% earned income disregard

 = $1575.00

   -$787.50

Newly Averaged NNI

 =  $787.00

   (rounded down)

Non-exempt MAP for 3

Less NNI

    $679.00

    -787.00

Financial Ineligibility

 =   $0

 

Any member of the AU or the Family MAP must report earned and unearned income when:

  • the total combined income exceeds the IRT at any time during the quarter and must be reported within 10 days.
  • the AUs have no income or have unearned income only will be required to report if they receive new earnings that, once combined with other household income, exceeds the IRT.
  • the AUs have unearned income only (including disability-based unearned income) are not required to report when that income by itself exceeds the IRT in mid-quarter.

The total combined gross monthly income, earned and unearned, of all persons included in the family MAP exceeds the greater of:

  • 30% of Federal Poverty Level for that family size; or
  • the level at which an AU of that Family MAP size becomes financially ineligible.

XIV. Informing Recipients of Income Reporting Threshold (IRT)

 

Informing notices for the individualized family IRT limit must be sent at least once per quarter for each CalWORKs case. This will be accomplished via CDS. Each time there is a change in CalWORKs the IRT will be on the NOA. In addition, you may request an IRT NOA 9RT via CDS.

  1. The requirement to report the receipt of gross monthly income that exceeds the IRT;
  2. The consequences for failing to report; and
  3. The dollar amount of gross monthly income for the CalWORKs Family MAP size that exceeds the IRT.

Informing shall also occur when the CalWORKs Family MAP size changes, at redetermination/recertification, and upon recipient request.

NOTE:

Failure to report income that exceeds the IRT can result in an O/P to the AU, fraud prosecution, and fraud penalties, including disqualification from the program.

 

XV. Budgeting Examples:

#1 Ongoing Income no Expected Changes:

AU consists of mother and 2 children. Mother receives bi-weekly DIB benefits of $300. The two children each receive $100 in Social Security benefits per month based on their absent father’s disability.

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

SDI

Bi-weekly

$300 x 2.167 = 650.10

$300 x 2.167 = 650.10

$300 x 2.167 = 650.10

$1950.30

÷ 3 mos.

$650.10

SSA Disability

Monthly

$200

$200

$200

$600

÷ 3 mos.

$200

#2 Income Weekly/Bi-Weekly Amounts Change:

AU consists of a mother who works at K-Mart and one child with no income. The mother reports on the QR 7 that she received 5 weekly paychecks of $115, $100, $135, $95 and $120 in the Data Month. She indicates that her income is not expected to change.

 

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

Earnings Weekly

5 checks

No changes

expected -

Use Data Month info.

$565 ÷ 5 = $113 x 4.33

= $489.29

$565 ÷ 5 = $113 x 4.33

= $489.29

$565 ÷ 5 = $113 x 4.33

= $489.29

$1467.87

÷ 3 mos.

$489.29

 

#3 Irregular Income:

AU consists of a single adult male, who applies for CalWORKs on 12/3. The customer reports that he just got a job during the Christmas season at Wal-Mart and expects to begin working the following Monday, 12/10. He is paid weekly and assumes that he will get his first paycheck on 12/19. The customer ‘thinks’ that he is going to get $8 per hour, but is not really sure.

The worker gets a release and contacts Wal-Mart. The employer advises that the customer will begin working on 12/10. He will be working 20 hours per week at $7 an hour. First paycheck will be received on 12/13, but will only be for 2 days or 10 hours. On both 12/20 and 12/27 the customer will be paid for 20 hours each. Payroll also advises that the customer will probably be laid off 12/31 and should receive his last paycheck on 1/3 for 30 hours.

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

Earnings

Weekly

Use

anticipated income for next 3 mos.

December total = $350

 

January total = $210

$0

$560.00

÷ 3 mos.

$186.67

#4 Ongoing Income no Expected Changes and Irregular Income:

Payment Quarter June/July/Aug.  AU consists of a mother who receives ongoing UIB of of $200 bi-weekly and child support payments of $100 per month for 1 child whose father is absent.  The Step-father is a teachers aid whose employment is seasonal and will receive his last check in July.  He expects to receive a total of $900 for June and $200 for July (1 weeks pay) for the remaining school year.

 

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

C/S

Monthly

$100

$100

$100

$300

÷ 3 mos.

$100

UIB

Bi-weekly

$200 x 2.167 = 433.40

$200 x 2.167 = 4.33.40

$200 x 2.167 = 433.40

$1300.20

÷ 3 mos.

$433.40

Earnings

Use anticipated income for next 3 mos.

$900

$200

$0

$1100

÷3 mos.

$366.67

 

#5 Income Terminating During a Quarter:

AU consists of a single adult male. His UIB benefits will run out the first month of the new quarter. He will receive one final UIB check of $250, there is no income anticipated for months 2 and 3

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

UIB

Use anticipated income for next 3 mos.

$250

$0

$0

$250

÷ 3 mos.

$83.33

 

#6 Incoming Starting During a Quarter:

AU consists of a pregnant mother and 3-year-old son. Mom is now on maternity leave and her only income will be SDI of $225 per week. She has a week waiting period and will receive only one SDI check in month 1, two checks in months 2 and 3.

Note: SDI is normally stable income, but because benefits are staring in month 1, she will only receive one check in that month. Income that is irregular for one month of a quarter is considered fluctuating the entire quarter.

Income anticipated in the Quarter

Month 1

Month 2

Month 3

Quarter totals

(3 mos.)

Average Monthly Income

SDI

$225

$450

$450

$1125

÷ 3 mos.

$375

 

References:

ACL 03-18

ACIN(s) I-54-03, I-84-03, I-09-04 & I-10-04




Social Services Agency Logo Alameda County Seal