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A. Determine the monthly SA payment
1. Determine the Maintenance Amount. See II.D.
2. Determine the TCMI.
3. The monthly SA payment amount is determined by deducting the TCMI from the Maintenance Amount. Refer to EIS-2264.
4. When determining the SA payment amount, always round to the nearest dollar:
Reduce values $0.01 through $0.49 to the next lower whole dollar amount.
Raise values $0.50 through $0.99 to the next higher whole dollar amount.
B. Full Monthly SA Payment Examples
Example #1: Facility charges the SA facility Basic rate.
Maximum SA facility Basic Rate |
$ 1,182.00 |
Personal Needs Allowance |
+ 46.00 |
Maintenance Amount |
$ 1,228.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 523.53 |
SA Payment |
$ 524.00 |
Example #2: “M” Recipient - Facility charges the SA facility Basic rate.
Maximum SA facility Basic Rate |
$ 1,182.00 |
Personal Needs Allowance |
46.00 |
Medical Care Special Costs |
+ 125.00 |
Variable Maintenance Amount |
$ 1,353.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 648.53 |
SA Payment |
$ 649.00 |
Note: Only SAB cases that were active with Services for the Blind prior to September 1, 2010, and transferred to the SA Program in September 2010, can have MCS.
Example #3: “E” Recipient - Facility charges the SA facility Basic rate
The SA ‘E’ recipient has TCMI of $1,228.51. There is no SA recoupment. In order to allow this recipient to show a $1.00 SA payment in EIS, add $1.00 to the TCMI, and round the total, making his/her variable SA ‘E’ maintenance amount $1,230.00. See the payment calculation below.
TCMI |
$1,228.51 |
Add the $1.00 SA Payment |
+ 1.00 |
Round to Obtain Maintenance Amount |
$ 1,229.51 |
Variable Maintenance Amount |
$ 1,230.00 |
Note: If an exempt ‘E’ recipient’s SA is terminated or transferred to another aid program/category, exempt “E” status ends. If the client later reapplies for SA, he/she must meet the current SA Basic or SA/SCU eligibility requirements.
Example #4: Facility charges the SA facility SCU rate.
Maximum SA facility SCU Rate |
$ 1,515.00 |
Personal Needs Allowance |
+ 46.00 |
Maintenance Amount |
$ 1,561.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 856.53 |
SA Payment |
$ 857.00 |
Example #5: “M” Recipient - Facility charges the SA facility SCU rate.
Maximum SA facility SCU Rate |
$ 1,515.00 |
Personal Needs Allowance |
46.00 |
Medical Care Special Costs |
+ 125.00 |
Variable Maintenance Amount |
$ 1,686.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 981.53 |
SA Payment |
$ 982.00 |
Note: Only SAB cases that were active with Services for the Blind prior to September 1, 2010, and transferred to the SA Program in September 2010, can have MCS.
Example #6: Facility charges less than the SA facility Basic rate.
Rate charged by home |
$ 850.00 |
Personal Needs Allowance |
+ 46.00 |
Maintenance Amount |
$ 896.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 191.53 |
SA payment |
$ 292.00 |
Example #7; “M” Recipient - Facility charges less than the SA facility Basic rate.
Rate charged by home |
$ 850.00 |
Personal Needs Allowance |
46.00 |
Medical Care Special Costs |
+ 125.00 |
Variable Maintenance Amount |
$ 1021.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 704.47 |
Difference (Round to the nearest dollar.) |
$ 316.53 |
SA payment |
$ 317.00 |
C. Minimum Payment
The minimum financial payment amount is $5.00. Individuals eligible for SA in the amounts of $1.00 to $4.00 are not issued a monthly SA check. While these individuals are eligible for Special Assistance and Medicaid, their status is referred to as zero-pay.
D. Ineligible for SA due to Income
If an individual's SA payment is calculated at $0.49 or less and the amount is rounded to the nearest lower whole dollar, or $0.00, the individual is not eligible for Special Assistance.
Example #1: SA Facility charges the SA facility Basic rate.
Maximum SA facility Basic Rate |
$ 1,182.00 |
Personal Needs Allowance |
+ 46.00 |
Maintenance Amount |
$ 1,228.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 1,227.51 |
Difference |
$ 0.49 |
SA Payment (after rounding to nearest dollar) |
$ 0 |
[Ineligible for SA] |
Example #2: ACH charges the SA facility SCU rate.
Maximum SA facility SCU Rate |
$1,515.00 |
Personal Needs Allowance |
+ 46.00 |
Maintenance Amount |
$ 1,561.00 |
Total Countable Monthly Income (after applicable deductions and exclusions including $20 general income exclusion) |
- 1,560.51 |
Difference |
$ 0.49 |
SA Payment (after rounding to nearest dollar) |
$ 0 |
[Ineligible for SA] |
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For questions or clarification on any of the policy contained in these manuals, please contact your local county office.
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