County of San Diego Health and Human Services Agency HHSA CalWORKs Program Guide Overpayment Recomputation Method Number Page 44350I 1 of 2 Revision Date June 26 2019 Background An overpayment is any amount of any aid payment received by an Assistance Unit that they were not entitled to receive An overpayment may be all or a portion of the payment This includes payments issued for regular aid payment Immediate Need Homeless Assistance or Aid Paid Pending for a state hearing Purpose This material revision is to reformat the section no policy changes Policy The Eligibility Worker will compute administrative error overpayments by entering the following as appropriate The corrected income amounts The corrected persons nonentitlement amount Discontinued ineligible persons from the Assistance Unit AU This will create a Forced Issuance message on MEDS no action is necessary As a result of the above entries the budget for each month in question will be recomputed to show the overpayment for each month After identifying the overpayment the total overpayment amount must be established with the appropriate grant overpayment recoupment Overpayment adjustment will only be started at the beginning of a payment period Benefit adjustments will be discontinued midperiod as appropriate when the overpayment is recouped However complete recoupment of one overpayment in midperiod may permit the recoupment of another overpayment in the following month ie before the next SAR Payment Period the next overpayment recoupment may begin in midperiod as long as the amount being adjusted does not result in the benefits being decreased midperiod Exceptions to beginning immediate recoupment are A prior overpayment is still being recouped The liable individual has left the home Regulation prevents recovery of the overpayment Procedure CalWIN Entries CalWIN determines overpayments and underpayments and initiates the Benefit Recovery process when the worker makes a change in Data Collection for Prior months Current month Future month for which ten 10 day notice is already past benefits have been authorized and the recipient does not agree to the ten day notice waiver County of San Diego Health and Human Services Agency HHSA CalWORKs Program Guide Overpayment Recomputation Method Number Page 44350I 2 of 2 The worker has the responsibility to Request and gather accurate information to determine eligibility and the correct grant for each month of the payment period Update the information in Data Collection and enter the correct Effective Begin Date Set the UEM accordingly and run EDBC Evaluate the Capture Discrepancy Information window and identify type of error Review and select active liable individuals in the Display Benefit Discrepancy window and select the appropriate reasons for the overpayment Note Any unaided adult cannot be liable individual if the adult was not aided at the time the overpayment was established refer to CPG 44350G Also refer to CPG 44350G for Minors In Overpaid Assistance Units Document in the Maintain Case Comments window Review client correspondences in the SearchView Client Correspondence in Print Queue for accuracy o Complete NOA manual variables when necessary o Release the NOAs from the print queue Resolve Alerts Make a discrepancy referral if fraud is suspected Manual Recomputation When an overpayment is not computed by CalWIN the worker will Complete a manual budget to determine the amount of the overpayment using the CW 30 or the Scratch Budget Complete the 0740 HHSA worksheet Clearly explain the reason for the overpayment on the 0740 HHSA and CalWIN Case Comments Complete the appropriate notice manually and mail it to the liable individual Image the manual budget form NOAs 0740 HHSA and any additional documentation of the overpayment Enter the claim in the NonSystem Determined Claim window in CalWIN References EAS 44352 Sunset Date This policy will be reviewed for continuance by July 31 2022 Approval for Release Rick Wanne Director Eligibility Operations