Monthly Income Profiles

What is a monthly income profile?

For most programs, before providing a client with services, you need to verify the household's monthly income (e.g. for LIHEAP the prior month's household income).

When starting the process of verifying the household's monthly income, create a new monthly income profile (a container for all the incomes for the household for that particular month).  If the client did not bring in all the required documentation, you can save the income as "pending" and finish it later by clicking "edit" on the existing income profile. 

Once you verified that all the income for the household is entered and the necessary documentation is on file, you can "complete" the income profile.

What monthly income profile is used at the time of service?

When applying for a service, the Percentage of Poverty calculation will look at all completed income profiles and will pick the most recent month's income profile (e.g. if completed profiles exist for August, September and October, the October monthly income profiles will be used to determine the Percentage of Poverty).  Typically, a household should have 1 monthly income profile per month.  If multiple income profiles exist for a specific month, CASTiNET will use the latest income profile created to determine eligibility.

What if I identify a mistake?

To fix incomes in a completed monthly income profile, click the Edit link on the existing monthly income profile.  If the monthly income profile says "Locked by approved apps" and the Edit link is not available, that means a service has been approved using this monthly income profile.  Review the household's most recent services as they may have been approved using the incorrect monthly income profile and contact your supervisor.  After the existing services are corrected, the Edit link will reappear and the appropriate changes to the income profile can be made.

How is this different from CASTiNET 2?

In the past, each time a household's monthly income profile was verified, the prior monthly income profile was overwritten.  This did not allow the household's income to be tracked over time.