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Changes are indicated with red text or a red line to the right of the text in the manual sections as indicated below (you may need to scroll to find the realted policy change).
| Manual |
Change |
Section/Item |
Rule Change |
| CAWEM | Policy incorrectly stated that CAWEM required a 6 month redetermination. The CAWEM redetermination is based on the program eligibility redetermination period. | N/A | N/A |
| Counting Client Assets | Burial insurance. Amended to state that burial insurance with a cash surrender value is considered life insurance. | B.9 B.42 |
461-145-0040 461-145-0320 |
| Loans. Specific requirements outlined for loans that are made by a client (as the lender). These loans must be both a negotiable loan agreement and a bona fide loan agreement otherwise they may be considered a disqualifying transfer. |
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461-145-0330 | |
| Shelter-in-kind income. For earned shelter-in-kind, if shelter is provided for services related to the employer's trade or business and acceptance of the shelter is a condition of employment, the shelter-in-kind income is treated as unearned income, otherwise the fair-market value of earned shelter-in-kind income is counted as earned income. | B.65 | 461-145-0470 | |
| Social Security Benefits. Retroactive payments, made through the representative payee of an individual who is required to have a representative payee because of drug addiction or alcoholism, are required to be made in installments. The total of the benefits to be paid in installments is considered unearned income in the month in which the first installment was made. Also, the representative payee fee paid by a client required by SSA to receive payments through a representative payee is excluded (limited to the amount authorized SSA). |
B.66 | 461-145-0490 | |
| Generic Program Elements | Issuing benefits. Amended to state that the minimum benefit level for categorically eligible FS cases may be as low as $0. | C.6 | 461-160-0060 |
| Decision notices. Amended to clarify that mass change notices are required to state a client's right to continued benefits. Also amended to add the requirement related to continued benefits in the FS program. | D.1 D.4 |
461-175-0010 461-175-0250 |
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| Notice situations. Amended to align the notice situations for OHP with all other programs. | D.1 | 461-175-0200 | |
| NSLA Notice. Amended to state that a continuing benefit decision notice is sent when there is an increase in the client liability and that a basic decision notice is sent when there is a decrease in the client liability. | D.4 | 461-175-0230 | |
| Inmates. A definition of serious mental illness was added. | N.1 | 461-135-0950 | |
| OHP | Amended to clarify the determination of the state of residence for an individual in a medical facility. | D.1 | 461-120-0030 |
| OSIP | Financial group policy amended to clarify that a community spouse's resources are included in the initial determination of financial eligibility. | C.3 | 461-110-0530 |
| Amended to clarify the determination of the state of residence for an individual in a medical facility. | D.1 | 461-120-0030 | |
| Individuals in a nonstandard living arrangement who are assumed eligible and have a disqualifying transfer of assets are no longer eligible to receive long-term care services. This change is not retroactive. It only applies to transfers that occur on or after July 1, 2007. | D.9 | 461-135-0010 | |
| Added policy excluding certain clients (with protected eligibility) from the requirement to pay a liability in a mental health residential treatment facility. | E.4 | 461-160-0610 | |
| LAG and FOG policy has been eliminated as it is not necessary. The LDS calculation method can be used to the extent necessary to support the community spouse. | E.4 WG.6 |
461-160-0620 | |
| Updated the standards for the community spouse maintenance needs allowance and the shelter standard for the client liability calculation. | E.4 WG.1 WG.2 WG.6 |
461-160-0620 | |
| Policy clarified regarding the transfer of a home to a son or daughter who has provided care. See SPD-PT 07-016. | E.9 | 461-140-0242 | |
| Amended to clarify when a disqualification period would begin, depending on whether a client is already receiving Department-paid long-term care or waivered services or whether the client is a new applicant for these services. |
E.12 | 461-140-0296 | |
| Added clarification to the income cap trust WG indicating that a client cannot pay trustee fees to themselves. | WG.5 | N/A | |
| QMB | Amended to clarify the determination of the state of residence for an individual in a medical facility. | D.1 | 461-120-0030 |
| SPD Worker Guide | Interpretation Services. Added information on telephone language interpreter services through Optimal Phone Interpreters (for State/Contract AAA’s only). | A.2 | N/A |
| Eligibility and Application Processes. New worker guide on local eligibility and application processes. | B.8 | N/A | |
| State Psychiatric Hospitals and Training Centers. Changed the procedure to state that a susmended case will auto close after 12 months in susmend (had been 6 months). | D.7 | N/A | |
| Developmental Disabilities and Mental Health Services. This worker guide has undergone major revisions. It now contains updated information regarding DD waiver and Mental Health service eligibility, detailed CM case coding information, and other miscellaneous changes. |
D.8 | N/A |
