461-150-0060    Effective 10/01/15
Prospective or Retrospective Eligibility and Budgeting; ERDC, REF, REFM, SNAP, TANF

In the ERDC, REF, REFM, SNAP, and TANF programs, the Department determines how and when to use prospective or retrospective eligibility (see OAR 461-001-0000) and budgeting (see OAR 461-001-0000) as follows:

1. For the initial month (see OAR 461-001-0000):
   1. In the ERDC program, income is budgeted so the anticipated amount is the same for each month, including the initial month.

   2. For a SNAP case in CRS, the Department uses "actual income" (see subsection (h) of this section) in the initial month.

   3. 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.

   4. 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.

   5. In the REFM program, the Department uses only the initial month for eligibility and budgeting.

   6. The Department uses prospective eligibility and budgeting under OAR 461-150-0020 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) because of domestic violence (see OAR 461-001-0000) and enters a domestic violence shelter (see OAR 461-001-0000) or safe home (see OAR 461-001-0000).

   7. No supplement is issued based on incorrectly anticipated information.

   8. "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:
   1. Income that must be annualized is calculated under OAR 461-150-0090 to arrive at a monthly figure.

   2. Educational income (see OAR 461-145-0150) is assigned to the months it is intended to cover, regardless of when it is received. The income is prorated over these months.

   3. Ongoing stable income (see OAR 461-001-0000) is anticipated under OAR 461-150-0070.

   4. Ongoing variable income (see OAR 461-001-0000) is anticipated under OAR 461-150-0080.

   5. Periodic income (see OAR 461-001-0000) is anticipated under OAR 461-140-0110.

   6. Lump-sum income (see OAR 461-001-0000) is anticipated under OAR 461-140-0120.

3. For an ongoing month (see OAR 461-001-0000):
   1. For a benefit group (see OAR 461-110-0750), the Department uses prospective eligibility and budgeting. The type of income is determined and calculated under section (2) of this rule.

   2. If the budgeting method changes from prospective to retrospective, the Department treats income from a terminated source that was counted prospectively as follows:
      1. If the actual amount received was less than or equal to the anticipated amount, the income is excluded.

      2. 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 and 461-170-0102 is used to determine eligibility and benefit level. Income for the fifth month of the SNAP program certification period (see OAR 461-001-0000) 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.

Stat. Auth.: ORS 409.050, 411.060, 411.070, 411.404, 411.816, 412.049
Stats. Implemented: ORS 409.010, 409.050, 409.610, 411.060, 411.070, 411.404, 411.816, 412.049

Previous Rules