WAG 10-02-02-c: First Regular Roll Month

PM 10-02-02-c

Step 1 - Regular Roll Test

1. IES completes the Regular Roll Test to determine if the TANF household is eligible to receive ongoing monthly benefits after the 30 Day-Test calculation is complete.
   • IPE benefits are issued as appropriate after 30 Day-Test.
2. Staff must enter average pays in IES for the expected future pay periods for the Regular Roll Test time frame. Pays entered will be based on the date the case is being processed. 
   • Enter the same average pays calculated from the 30-Day Test for each anticipated pay period through last day of the month prior to Regular Roll.
   • Utilize Best Estimate as the Verification Source
3. Deductions. 
   • IES applies the appropriate IED amount for TANF household size.
   • Enter self-employment business expenses when appropriate.
4. The First Month Regular Roll Test and Ongoing Benefits calculations utilize total countable monthly income determined using income averaging and conversion to a monthly amount.
5. IES compares the total countable monthly income to the Payment Level for the TANF household size. (see WAG 25-03-05).
6. If monthly countable income exceeds the Payment Level for the TANF household size, eligibility does not exist. IES will deny ongoing benefits at the Regular Roll Test and the EDG will close.
   • Review the TANF Initial Eligibility Determination Test for the ongoing Eligibility Summary segment in IES located on the Income tab to determine correctness.
   • IES drops cents from each income calculation. IES performs this action based on program rules. TANF drops cents for budgeting purposes.
7. If the case is prospectively eligible for Regular Roll benefits, IES will "Pass" the Regular Roll Test and continue on to determine and issue ongoing benefits.

Step 2 - Ongoing Benefit Issuance

If it is determined eligibility exists at the Regular Roll Test, IES will determine the amount of the ongoing TANF cash benefit.

1. The Ongoing Benefit Month is the first month for which payment can be authorized on the regular payment schedule based on the application date and the date the application is being processed in IES.
2. Enter the following deduction in IES if appropriate:
   • self-employment business expenses
3. IES applies the following deductions as applicable based on information entered.
   • the 3/4 Earned Income Deduction (EID) against the budgeted earned income.
   • the Adult/Teen/Child Care disregard.
4. IES calculates the amount of income anticipated to be received monthly for the TANF certification period.
5. IES compares the countable monthly income to the TANF Payment Level for the household size.
6. If income is less than the Payment Level, eligibility exists, and ongoing benefits will be issued.
7. The amount of the cash payment will be the difference between the income being budgeted and the TANF payment level for the household size.

TANF Budgeting Examples

(continued from WAG 10-02-02-a and WAG 10-02-02-b)

Example 1:

First Month Regular Roll Test

04/01/2024 through 04/30/2024

1. IES will utilize pays entered during the initial Regular Roll Test to compute the average and then convert to a monthly amount to determine if the HH is eligible for ongoing Regular Roll benefits.
   • 04/05 $102.20
   • 04/12 $102.20
   • 04/19 $102.20
   • 04/26 $102.20
2. Expected IES Outcome in IES for Regular Roll Test
   • Countable Income $438.00 
   • Anticipated pays: $102.20 + $102.20 + $102.20 +$102.20 = $408 / 4 = $102
   • $102 x 4.3 = $438.60

Regular Roll - Ongoing Benefit Determination

04/01/2024 through 01/31/2025

1. Expected IES Outcome

Example 2:

First Month Regular Roll Test

06/01/2024 through 06/30/2024

1. IES will utilize pays entered during the initial Regular Roll Month to compute the average and then convert to a monthly amount to determine if the HH is eligible for ongoing Regular Roll benefits.
   • 06/01 $170.00
   • 06/15 $170.00
   • 06/29 $170.00
2. Expected IES Outcome in IES for Regular Roll Test
   • Countable Income $365.00 
   • Anticipated pays: $170.00 + $170.00 + $170.00 = $510.00 / 3 = $170.00
   • $170.00 x 2.15 = $365.50

Regular Roll - Ongoing Benefit Determination

06/01/2024 through 02/28/2025

Expected IES Outcome