Budgeting

Definition

Budgeting is the activity used to calculate the appropriate aid payment by determining the basic need standard, subtracting income and making any required adjustments.

Prospective Budgeting

Prospective budgeting is the method used to compute the GA aid payment using an estimate of the income, that can reasonably be expected to be received, by the client in that month. The estimate shall be based on the county's knowledge of past/current income and a reasonable estimation of any future income. The monthly GA grant is always based on prospective need and prospective budgeting.

Note: Clients must provide information on income received during the 30 days prior to the packet submission date (or date of telephone interview) of the household’s annual GA Reinvestigation and/or CF Recertification. If they report no income during the 30 days prior to submission, then no verification is required.

Requirement for New Budget

The Eligibility Worker is responsible for entering all required information into CalSAWS when:

  • Aid is granted or restored.
  • A redetermination of aid is made.
  • There is a change in need, income, shelter or other factors affecting the amount of aid to which the recipient is eligible.

Determining Maximum Grant

The applicant's/recipient's individual maximum grant must be determined using the following information:

  • The living situation (e.g. unshared, shared with one, two or three persons, RCH, etc.);
  • The number of persons in the GA household; and
  • The amount actually paid for housing.

The amount of General Assistance paid will be the amount of actual housing plus personal needs, or the appropriate Maximum Grant, whichever is lower.

ExampleExampleMrs. Stevens lives with her cousin who charges her $50 per month for rent. The current Maximum Grant for a shared housing situation with one person is $287. In this situation, $50 is vendor paid to her cousin, and Mrs. Stevens will receive a payment of $147 for her personal needs. Although the total Need Standard is $287, in this instance, the total aid paid is $247, $197 Personal Needs paid via EBT and $50 is vendor paid to her cousin for housing.

Related Topics

Payment

Overview

Initial Payment of Aid - GA Policy [271]

Presumptive Eligibility

Employment or Training Commencement Payment (ETC) - GA Policy [275]

Shelters Payments - GA Policy [281]

Housing Assistance

Electronic Benefit Transfer (EBT) for GA Payments

Supplemental Payment

Shared Housing - GA [282]

Room and Board Situations

Special Needs

Special Needs - Diet

General Assistance Token Program

Reported Changes - GA Policy [105]

Homeless - Payment Principals

Homeless Shelters Referrals

Motel Reimbursement for Homeless

Homeless Shared Housing

Transportation Allowance

Closed GA Cases