County of San Diego Health and Human Services Agency HHSA Cash Assistance Program for Immigrants CAPI Program Guide Retrospective Monthly Accounting Number Page 991052 1 of 2 Revision Date August 1 2019 Background Retrospective monthly accounting is used to determine the income that is counted in the CAPI budget for the payment month Purpose This section is revised for the sunset review No Program rules have changed Policy Retrospective monthly accounting is the benefit determination process which uses the countable income received two months prior to the current month to determine the CAPI benefit amount for the payment month The month two months prior to the current month will be referred to as the budget month See 1 below for exceptions 1 Exceptions to Retrospective Monthly Accounting The exceptions to retrospective monthly accounting are as follows For the first two months of eligibility the budget and payment months will be the same In the case of an individual who is in the Household of Another living arrangement ISM received in the budget month will not be used to further reduce the CAPI payment that is already reduced in the payment month The first two months following a status change will be treated the same as the first two months of eligibility from o Individual to couple o Couple to individual o Child to adult 2 Treatment of NonRecurring Income Nonrecurring income is a type of income which is present in one month but not the next The table below shows how to treat nonrecurring income in the beginning months Nonrecurring income received in the Is not considered in determining the benefit amount for the first month of eligibility third month of eligibility second month of eligibility fourth month of eligibility 3 Treatment of Deemed Income The table below shows the treatment of deemed income in retrospective monthly accounting If deemed income from the budget month is from an ineligible Then it is not counted in determining CAPI benefits effective with the month after the month the ineligible person spouse dies parent Dies After the month the child turns 18 County of San Diego Health and Human Services Agency HHSA Cash Assistance Program for Immigrants CAPI Program Guide Retrospective Monthly Accounting Number Page 991052 2 of 2 Procedure Determine the CAPI payment in the payment month using retrospective monthly accounting as stated in the policies above Program Impacts None References MPP 490551 and 2 ACL 9882 Sunset Date This policy will be reviewed for continuance by 08312022 Approval for Release Rick Wanne Director Eligibility Operations