Divide Resources in Multiple Units

The Budgeting Rules will determine the countable resource amount based on 469 NAC 2-009.04, 2-009.06 and 468 NAC 2-008.04, 2-008.06, and 477 NAC 17-000. See EA Policy Manuals.

 

The system will determine the amount of the resource owned by a person to be counted in multiple budgets using the following process:

  1. Multiply resource value by the persons ownership percentage to determine his/her countable amount,

  2. Determine the total number of -

    AABD/MED and ADC/MED program cases where the resource owner is -

    MED Budget Units for all MED program cases -

  3. Total the number of AABD/MED and ADC/MED cases and MED Budget Units and Sub-Units from steps 2,
  4. Divide the persons countable value from step 1 by the total number of cases/units/sub-units from step 3. The result is the persons countable amount,
  5. Determine the countable amount for each person, then total all countable amounts for each person and store this amount and display on the Benefit Summary under resource detail as Countable Amount.

Example:

Asset value

$1000

     Owned by participant

Encumbrance Amt

$ 500

 

 

$ 500

 

X

  .50

     Ownership percentage

 

$250

     ÷ 1 Med Budget Unit = $250 Countable value

MED Case - AABD/OMB participant

 

$250 countable value (this participant has no FR role in any other PA case)

 

 

Example:

Asset Value

$2000

     Owned by Financially Responsible parent in Master Case

Encumbrance Amt

$ 0

 

 

$2000

 

X

  100%

     Ownership Percentage

 

$2000

     ÷ 4 Cases (MED Budget Units) = $500 Countable Value

AABD/MED Case

MED Case - EMAC, MAC, MN (ADC/MN only subunit) = 3 MED Budget Units

FR - parent in MC $500 countable value

 FR - parent in MC $500 countable value for the MN Budget Unit

 

Example:

Asset Value

$4000

     Owned by participant

Encumbrance Amt

 $ 0

 

 

$4000

 

X

  100%

     Ownership Percentage

 

$4000

     ÷ 4 Cases = $1000 Countable Value

AABD/MED Case

AABD/MED Case

AABD/MED Case

ADC/MED Case

participant $1000

FR - parent in PA Case $1000

FR - parent in PA Case $1000

FR - parent in PA Case $1000

 

Note: When running resource rules for an AABD/MED or ADC/MED grant case where the participant or FR is found to be a participant or FR in a related MED case, if the MED case is pending and only a generic CMAP category code has been assigned the determination of the number of MED units will be incorrect. When the MED budget runs and specific category codes are assigned the resource test for the MED case will be accurate. If the resource test effected the outcome fail vs pass for the related AABD/MED or ADC/MED case that budget will need to be re-run after the MED budget is authorized.

The same scenario could occur if the MED units are determined for an active case and the category codes of some/all of the participants are changed from OMB to MN when their OMB budget fails, i.e. the resources for a related AABD/MED or ADC/MED budget that ran previously may not be accurate if the number of MED units changes when the MED goes from OMB to MN.

(01-2014)