OAR 461-150-0060
Prospective or Retrospective Eligibility and Budgeting; ERDC, REF, REFM, SNAP, TANF
(1)
For the initial month (see OAR 461-001-0000 (Definitions for Chapter 461)):(a)
In the ERDC program, income is budgeted so the anticipated amount is the same for each month, including the initial month.(b)
For a SNAP case in CRS, the Department uses “actual income” (see subsection (h) of this section) in the initial month.(c)
For a SNAP program case in SRS, “actual income” is used in the initial month if that income is not reflective of ongoing monthly income due to a new or terminated source or a significant change in ongoing income. All other income is processed under section (3) of this rule.(d)
In the REF and TANF programs, ongoing income, processed under section (2) of this rule, is used in the initial month, except when the source of income is a new or terminated source. When there is a new or terminated source of income, “actual income” is used in the initial month.(e)
In the REFM program, the Department uses only the initial month for eligibility and budgeting.(f)
The Department uses prospective eligibility and budgeting under OAR 461-150-0020 (Prospective Eligibility and Budgeting) for cases not covered under subsections (a) to (e) of this section, including for an individual who leaves a filing group (see OAR 461-110-0310 (Filing Group; Overview)) because of domestic violence (see OAR 461-001-0000 (Definitions for Chapter 461)) and enters a domestic violence shelter (see OAR 461-001-0000 (Definitions for Chapter 461)) or safe home (see OAR 461-001-0000 (Definitions for Chapter 461)).(g)
No supplement is issued based on incorrectly anticipated information.(h)
“Actual income” means income already received in the initial month plus all the income that reasonably may be expected to be received within the initial month.(2)
Income is budgeted so that the anticipated amount is the same for each month. The type of income is determined and calculated as follows:(a)
Income that must be annualized is calculated under OAR 461-150-0090 (Prospective Budgeting: Annualizing and Prorating Contracted or Self-employment Income; Not OSIP, OSIPM, or QMB) to arrive at a monthly figure.(b)
Educational income (see OAR 461-145-0150 (Educational Income)) is assigned to the months it is intended to cover, regardless of when it is received. The income is prorated over these months.(c)
Ongoing stable income (see OAR 461-001-0000 (Definitions for Chapter 461)) is anticipated under OAR 461-150-0070 (Prospective Budgeting of Stable Income).(d)
Ongoing variable income (see OAR 461-001-0000 (Definitions for Chapter 461)) is anticipated under OAR 461-150-0080 (Prospective Budgeting of Variable Income).(e)
Periodic income (see OAR 461-001-0000 (Definitions for Chapter 461)) is anticipated under OAR 461-140-0110 (Treatment of Periodic Income).(f)
Lump-sum income (see OAR 461-001-0000 (Definitions for Chapter 461)) is anticipated under OAR 461-140-0120 (Availability and Treatment of Lump-Sum Income).(3)
For an ongoing month (see OAR 461-001-0000 (Definitions for Chapter 461)):(a)
For a benefit group (see OAR 461-110-0750 (Benefit Group)), the Department uses prospective eligibility and budgeting. The type of income is determined and calculated under section (2) of this rule.(b)
If the budgeting method changes from prospective to retrospective, the Department treats income from a terminated source that was counted prospectively as follows:(A)
If the actual amount received was less than or equal to the anticipated amount, the income is excluded.(B)
If the actual amount received was greater than the anticipated amount, the Department counts the difference between actual and anticipated amounts.(4)
When an individual is added to an ongoing filing and benefit group, prospective budgeting is used to determine eligibility.(5)
In the SNAP program, income reported on the Interim Change Report form under OAR 461-170-0011 (Changes That Must Be Reported) and 461-170-0102 (Required Reports for the Simplified Reporting System (SRS); SNAP) is used to determine eligibility and benefit level. Income for the fifth month of the SNAP program certification period (see OAR 461-001-0000 (Definitions for Chapter 461)) is used to determine the income for the seventh and following months in the certification period if the individual anticipates the income will remain the same throughout the period. If the individual anticipates the income will change, the individual and the Department jointly estimate the income for the remaining months of the certification period. For an individual who had self-employment income annualized, no change is made unless there is a substantial change in the revenue of the business.
Source:
Rule 461-150-0060 — Prospective or Retrospective Eligibility and Budgeting; ERDC, REF, REFM, SNAP, TANF, https://secure.sos.state.or.us/oard/view.action?ruleNumber=461-150-0060.