1. MSA Budgeting MFWCAA Conference 2005

2. The only persons eligible to receive MSA are either SSI recipients or would be SSI eligible except for the sole reason of excess income.

3. SSI Recipient Definition A person who receives at least $1 in SSI income, or who is not receiving SSI due to recoupment or a 1-month suspension by SSA due to excess income. CM 0002.63 A person who receives at least $1 in SSI income, or who is not receiving SSI due to recoupment or a 1-month suspension by SSA due to excess income. CM 0002.63

4. Budgeting Income SSI Recipients Determine Standard of Need Add applicable Special Needs Count only the Federal Benefit Rate (SSI FBR) as income Allow the $20 standard disregard Do not count any other income or allow any other deductions CM 0018 Determine Standard of Need Add applicable Special Needs Count only the Federal Benefit Rate (SSI FBR) as income Allow the $20 standard disregard Do not count any other income or allow any other deductions CM 0018

5. SSI Federal Benefit Rates (2005 FBR) Standard $579 $869 Reduced $386 $579.34 LTC $30 CM 0029.06.03 Standard $579 $869 Reduced $386 $579.34 LTC $30 CM 0029.06.03 Individual Couple

6. Budgeting Income Non-SSI Recipients Determine Standard of Need Add applicable Special Needs Count gross RSDI, other unearned income, and earned income Allow standard $20 disregard and earned income deductions Deem income of ineligible spouses and sponsors of immigrants CM 0018

7. Budgeting Income Facility Residents Standard of need is the Personal Needs Allowance Add Rep Payee fees, if applicable - no other Special Needs are allowed Do not allow the $20 standard disregard Follow MA LTC budgeting procedures for clients in MA paid facilities CM 0018, HC 0913.13 Standard of need is the Personal Needs Allowance Add Rep Payee fees, if applicable - no other Special Needs are allowed Do not allow the $20 standard disregard Follow MA LTC budgeting procedures for clients in MA paid facilities CM 0018, HC 0913.13

8. MSA Special Needs Representative payee services Guardian or conservator fees Special Diets Restaurant meals CM 0023 Representative payee services Guardian or conservator fees Special Diets Restaurant meals CM 0023

9. MSA Assistance Standard Factors SSI Federal Benefit Rate (FBR) Living arrangement Eligibility for MA Home and Community Based Waivers Meets GRH Placement Plan Requirements Marital Status CM 0020.21 SSI Federal Benefit Rate (FBR) Living arrangement Eligibility for MA Home and Community Based Waivers Meets GRH Placement Plan Requirements Marital Status CM 0020.21

10. MSA Assistance Standards (2005) $76 Personal Needs Allowance $640 Person living alone* $477Person living with others* $960 Married couple living alone* $642Married couple living with others* Pre-1994 standards for married couples $975 Living alone* $905 Living with others* * For complete explanation see CM 0020.21 $76 Personal Needs Allowance $640 Person living alone* $477Person living with others* $960 Married couple living alone* $642Married couple living with others* Pre-1994 standards for married couples $975 Living alone* $905 Living with others* * For complete explanation see CM 0020.21

11. Income from Ineligible Spouse of Unit Member (Non-SSI recipients only) Determine income of eligible spouse* Compare to MSA living alone standard If more – no eligibility If less - determine income of ineligible spouse* Compare to FBR difference ($290) If less - budget as singles case If more – budget as couples case* * For complete explanation see CM 0020.21 Determine income of eligible spouse* Compare to MSA living alone standard If more – no eligibility If less - determine income of ineligible spouse* Compare to FBR difference ($290) If less - budget as singles case If more – budget as couples case* * For complete explanation see CM 0020.21

12. 579 20 559 Budget Example #1 Single adult lives alone Income - $579 SSI SSI FBR - $579 Budget Example #1 Single adult lives alone Income - $579 SSI SSI FBR - $579 * * 559 640 - 640 81 MSA Grant - $ 81 x x

13. 579 20 559 Budget Example #2 Single adult lives alone Income - $500 RSDI - $99 SSI SSI FBR - $579 Budget Example #2 Single adult lives alone Income - $500 RSDI - $99 SSI SSI FBR - $579 * * 559 640 - 640 81 MSA Grant - $ 81 x x

14. 500 20 480 Budget Example #3 Single adult lives alone Income - $500 RSDI - $295 Earned Income Budget Example #3 Single adult lives alone Income - $500 RSDI - $295 Earned Income 579 640 - 640 45 MSA Grant - $45 295 795 65 65 230 115 595 ____________________________ 1737 x x

15. 869 20 849 Budget Example #4 Married couple, both eligible for MSA and MA waivered services Income Wife Husband $300 RSDI $200 RSDI $299 SSI $90 SSI SSI FBR - $869 Budget Example #4 Married couple, both eligible for MSA and MA waivered services Income Wife Husband $300 RSDI $200 RSDI $299 SSI $90 SSI SSI FBR - $869 * * 849 480 - 480 55.50 55.50 MSA Grant - $ 55.50 each *2 separate MAXIS cases x x 424.50 x x

16. 620 20 600 Budget Example #5 Married couple not living with others, husband eligible for MSA, wife not elderly or disabled Income Husband Wife $620 RSDI $275 Pension (UI) Budget Example #5 Married couple not living with others, husband eligible for MSA, wife not elderly or disabled Income Husband Wife $620 RSDI $275 Pension (UI) 579 640 - 640 40 MSA Grant - $40 620 600 ____________________________ 1737 Couples SSI FBR $869 Singles SSI FBR -$579 $290 > $275 No Deeming-Budget as singles case x x

17. 620 300 20 900 Budget Example #6 Married couple not living with others, husband eligible for MSA, wife not elderly or disabled Income Husband Wife $620 RSDI $300 Pension (UI) Budget Example #6 Married couple not living with others, husband eligible for MSA, wife not elderly or disabled Income Husband Wife $620 RSDI $300 Pension (UI) 579 960 - 960 60 MSA Grant - $60 920 900 ____________________________ 3474 Couples SSI FBR $869 Singles SSI FBR - $579 $290 < $300 Deeming –Budget as couples case x 6 (600%) x x

18. Thank you!