E Calculating the Underpayment
(10/01/08 - 12/31/08)
Calculate the amount of benefits the budgetary unit should have received for the months they were eligible using normal budgeting procedures.
For NA, when the benefits are being restored due only to adding a participant, calculate using the income and expenses as they existed in AZTECS for each budget month.
When NA benefits are being recouped due to income which was not acted on before, calculate using all known income and expenses as they actually existed for each budget month.
When there is not enough information in the case file(g) to determine eligibility, request the information for each month affected.
Consider the budgetary unit ineligible for each month the information is not provided.
The amount of the underpayment is the difference between the amount the budgetary unit received and the amount that should have been received. (See Restored NA Benefits)
Correct future benefit months before calculating the new benefit amount for the underpayment months, when applicable.
Calculate the underpayment using either of the following:
AZTECS, calculates the underpayment amount when the case is reworked for the past benefit month. The information calculated is transferred to UNAU.
The CA Needy Family Test (FAA‑0200A) form. The underpayment amount must be keyed on UNAU when using the hand budgets. (See Authorizing Payments on UNAU) All information must be keyed on UNAU to authorize issuance.
NOTE Documentation must support the following:
The reason for the underpayment
The amount of the underpayment
The process used to arrive at the amount
Authorizing underpayments on UNAU is limited to staff at the Local Office Manager (LOM) and Unit Supervisor levels.
NOTE Only reopen the case in AZTECS when it meets both of the following:
The case was closed or denied in error
The budgetary unit is eligible for ongoing benefits