EDBC should be ran in chronological order starting with the application month or change month through the come-up month.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select Run EDBC from Task Navigation.
The Run EDBC page displays.
The Benefit Month defaults to the first month of determining eligibility for initial determinations. The Benefit Month defaults to the come up month for ongoing eligibility.
If running EDBC for a month other than the defaulted month, select the needed month from the drop-down menu and click the Select button.
Select or de-select the appropriate Program check box(es) depending on which programs need EDBC run.
If applicable, select the appropriate answer for Timely Notice Exception.
Timely Notice Exception is needed when running multiple months at initial application if the benefit decreases or if the user is making a negative change to a paid benefit. This is done when the consumer has an overpayment.
Select a Run Reason from the drop-down menu if the user is running EDBC for one of the following reasons:
RE: Used when running EDBC for the review month. The RE run reason sets new review dates after EDBC is calculated and updates the Report Status on the Review and IR/12 Month Reporting page. This run reason updates the Report Status on the Review and IR/12 Month Reporting page.
IR: Used when running EDBC for the Interim Report month for FA programs.
12 Month: Used when running EDBC for the 12 Month Report month for FA programs. This run reason updates the Report Status on the Review and IR/12 Month Reporting page.
RE/IR Date Adjustment: Used when a change is identified that changes the household from a 24 month review to a 12 month review. By selecting this Run Reason, Rules shortens the current period and provides new IR and Review Due months.
Supplemental (for LIEAP Program): Used for issuing a LIEAP supplement.
COLA: Used by Batch EDBC to process COLA changes.
Mass Update: Used by Batch EDBC to make FPL changes.
Click the Run EDBC button on the right side of the page. The EDBC List page displays.
The Program(s) display with a benefit amount or Failed under the Auth Amount header. A benefit amount means the consumer passed the eligibility criteria and a benefit can be issued. Failed means the consumer did not pass the eligibility criteria and is not eligible for benefits. See Reading the EDBC Summary Page for the budget details.
Click the Program hyperlink for the month being determined to navigate to the EDBC Summary page.
Review the EDBC Summary page:
Click the Consumer Name hyperlink to under Program Configuration to view the Individual Eligibility Criteria page. This page shows income, resource and expense information for the person. Click Close to navigate back to the EDBC Summary page.
Click on any available hyperlinks listed under the various blocks on the EDBC Summary page to view specifics about budgets that failed or passed.
If the consumer qualifies for an immediate issuance, the Immediacy Indicator can be set to Immediate.
NOTE: When the consumer qualifies for Expedited Food Assistance the Immediacy Indicator defaults to Immediate. This should be updated to Routine, unless Immediate Issuance is needed to meet processing deadlines.
Click the Accept button if the results are correct. Click the Cancel button if the results are not what the user expected. The EDBC List page displays. If the results are correct proceed to STEP 9. If the EDBC results are incorrect, click Cancel to return to the Case Summary page.
NOTE: Do not accept or save EDBC results that may be wrong. If the results are not what the user expected, refer to the Ineligibility Status Reason Table - Non-Medical for more information.
HINT: This document is organized by more common to less common denials/discontinuances. Utilize the "Find" function by holding the Ctrl button on the keyboard and pressing the F button. (Ctrl + F). The Find window/text box displays and allows a word or phrase to be entered. Click the Next button and each instance of the word or phrase searched will be highlighted one by one throughout the document.
Example: Status Reason of FTP SSN. Utilize the Find function by holding the Ctrl button on the keyboard, press F and type FTP SSN in the Find text box. Click the Next button. The document now displays the Status Reason of FTP SSN is highlighted on page 7.
Review the EDBC Results from the EDBC List page. Click the Save and Continue button. The Distributed Document Search page displays if the consumer has a change in program status or a change in benefits. The Case Summary page displays if there is no change in program status or benefits.
NOTE: If an Error in EBT occurs after clicking Save and Continue, contact the KEES Business Support Help Desk.
Click the NOA (Notice of Action) hyperlink to review the notice for accuracy. See NOAs (Notices of Action) for more information.
Complete STEP 1 - STEP 10 for each month of eligibility up to the current system month.
Select Journal from Utility Navigation. Add a journal entry to document all program action. See Journal for more information about journaling functionality.
NOTE: If the user attempts to run/re-run EDBC after 10-day notice, KEES creates a Read-Only EDBC record if the eligibility determination change is negative. If the user needs to process an overpayment, follow these steps:
Re-run EDBC.
Select Yes from the Timely Notice Exception drop-down menu.
Select the applicable Reason from the drop-down menu.
KEES may also generate a Read-Only EDBC when the consumer is eligible for Child Care but there is no Family Plan for the benefit month or if the benefit does not match the Family Plan amount.