Adding a Utility Allowance Expense - Non-Medical

Utility Allowance is used in the EDBC to determine countable shelter costs for the household. KEES determines the allowable Utility Allowance based on the information entered on this record.  To add an Actual Utilities Expense, follow the steps for Adding an Expense and select the Actual Utilities Category.

To Add a Utility Allowance Expense

1. 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.

2. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages. Select Expenses from Task Navigation. The Expense List page displays.

3. Select Utility Allowance from the Expense Category drop-down menu.

4. Click the Add button. The Expense Detail page displays.

5. Select Utility Allowance from the Expense Type drop-down menu.

6. Select the Frequency from the drop-down menu; this defaults to Monthly.

7. In the Contributors block, click the Add button. The Expense Contributors Detail page displays.

8. Select the person responsible for paying the expense from the Person(s) drop-down menu.

9. Enter the Begin Date of the first day of the first month the expense should start being counted using the <mm/dd/yyyy> format or the calendar icon.

10. Click the Save and Return button. The Expense Detail page displays.

11. In the Utility Allowance Type block, click the Add button. The Utility Allowance Type Detail page displays.

12. Select Yes or No from the drop-down menu(s) for the following questions to populate the Utility Allowance Type:

    1. Does this person have heating or cooling expenses or LIEAP

    2. Does this person not have heating or cooling expenses, but does have two separate other types of utilities? (LUA)

    3. Does this person have telephone costs only? (TS)

    NOTE: Only one of these questions can retain a Yes value.   (For example: If the user selects Yes for the first question, then selects Yes for the second question the first question defaults to No.) The Utility Allowance Type populates with SUA, LUA, or TUA based on the question with the Yes value selected.

13. Enter the Begin Month of the first month the expense should start being counted using the <mm/yyyy> format or the calendar icon.

14. Select a value from the Verified drop-down menu.

15. Click the Save and Return button. The Expense Detail page displays.

16. If there are additional Utility Allowances to be added, click the Save and Add Another button. Once all Utility Allowances have been entered, click the Save and Return button. The Expense List page displays.