Financial Information Block

This block displays the household size and income fields necessary to calculate percentage of poverty. Configuration options also allow collecting expense information and optionally caclulating adjusted percentage of poverty based on income minus expenses.

This block is generally placed on its own intake form and on an auxiliary form tied to an auxiliary process that allows editing this information after a case is opened.

Note: This block also allows collecting asset information, however the recommended configuration is to use the separate Assets block, and if needed the Non-Liquid Assets block, and uncheck the options in this block regarding assets.

The number of adults (18 and over) and children (under 18) in the household is based on information entered on the matter at that point. The applicant/client is assumed to be an adult if there is no DOB. Other people can be entered as non-adverse parties on the conflict check form, as well as the optional family information form. In the absence of a DOB for these other people, they are assumed to be under 18. In the default configuration, the household size fields are editable, and it is not necessary to enter any additional people to manually set the fields to the correct number for percentage of poverty calculations.

Tidbit: If "No Income" is selected, percentage of poverty will be set to 0.00. If "Income not Provided" is selected, percentage of poverty is left blank. Extra tidbit: Percentage of Poverty on a case profile will display 0% in both instances.

Nugget: Percentage of poverty is calculated based on Intake Date, using the guidelines in effect on that date. If a household is eligible based on later guidelines and you want it to be considered income eligible, you can override the ineligible determination.

Morsel: LegalServer automatically calculates and stores the Initial Monthly Income and the Initial Percentage of Poverty at the end of an intake. That's done by the Disposition block, not this block. Required by some funders, interesting information even if you don't need it for that purpose.

Configuration Options:

* Show "Financial Information" header

* Require Household Size Fields

* Household Size Fields Begin Empty

* Household Size Fields Static - display these fields read-only on the form

* Use Default Income Instructions

* Income Instructions - text box

* Allow Excluded Incomes - useful for collecting Food Stamps and other "income" that should not count towards the percentage of poverty calculation.

* Show Family Field on Income - useful for associating an income entry with a specific person in the household. Displays a dropdown list of people in the household before the income type field.

* Show Income Notes Field - displays a Notes box for each income entry

* Show Income Totals after all incomes

* Show Expense Totals after all expenses

* Show Assets - as noted above, the recommendation is to uncheck this option and use the separate Assets block

* Require Assets

* Show Asset Notes

* Allow Excluded Assets

* Show Expenses

* Require Expenses

* Expenses Change Eligibility - total expenses are subtracted from total income to calculate Adjusted Percentage of Poverty

* Expenses only appear when Income is Ineligible - hide the Expense section unless income exceeds the configured cap

* Show Child Support Notes - display a "Paid to" and "Number of children" field as part of expense information

* Show Income Calculator - display the calculator link/icon that pops up a weekly hour and rate calculator

* Show Expense Notes - display a Notes box for each expense entry

* Expense instructions - text box

* Eligibility - display the "Income Eligible" Yes/No field and set its value according to the percentage of poverty calculation, and percentage of median income calculation if enabled

* Show Eligibility Overrides Immediately - display the override option in an overlay window as soon as percentage of poverty exceeds the cap

* Allow Eligibility Override

* Do not popup eligibility if POP is above

The following options have no effect if the Show Assets option above is unchecked as recommended

* Use Default Asset Instructions

* Asset instructions

* Additional asset instructions

* Show Full Frequency Controls

* Liquid Asset Cap

* Allowance for Each Additional Family Member

* Non-liquid Asset Cap

* Percentage of Poverty - the maximum percentage to be considered eligible

* Max. POP to consider Adjusted - if the household's PoP exceeds this amount, do not calculate an Adjusted PoP.

* Adjusted Percentage of Poverty - the maximum percentage to be considered eligible

If an agency does not use adjusted percentage of poverty, both Max PoP and the Adjusted Percentage of Poverty options should be set to the same value as Percentage of Poverty. For example, 125, 125, and 125.

* Show Percentage of Median Income

* Percentage of Median Income - the maximum percentage to be considered eligible

* Include Median Income % for Eligibility - if the Eligibility option above is used, set the Income Eligible field according the percentage of poverty configuration and the percentage of median income configuration.

* Median Income Scales are maintained on the Admin > Median Income Scales page.

* Default Income Interval

* Ask about needs-based assistance - this option has no effect if Show Assets above is unchecked as recommended

* Show Adjusted Percentage of Poverty

* Edit Income Source Defaults button - opens a configuration window where up to 20 income entries can be set to display by default.

* Edit Asset Defaults button - same as above, but for assets

* Edit Expense Defaults button - same as above, but for expenses, and only up to 5 default entries