Appendix C: Guidelines for Budget Alignment

The following are general guidelines to follow when aligning budgets within case records:


IF

AND

THEN

1.    There are multiple open budgets    The budgets are being aligned    Align to the program with the earliest SAR/renewal date
2.    There is any open budget in the case    An application is received for another benefit    Align the new budget SAR/renewal to the existing open budget
3.    There are multiple open budgets    An application is received for another benefit    First align the existing budgets following #1 above.  Then align the new budget following #2 above.
4.    There is an open MA and/or SNAP budget    An application is received for Cash Assistance    At the Cash Assistance application interview, gather information needed to complete renewal for all budgets.

 

 

Issued June 16, 2015