Income Calculation Procedure & Worksheet (Updated 1/8/2024)

Income Calculation Procedure

Background

For the purpose of accurately reporting the number of low-income customers served under WIOA, delegate agencies must capture income for all participants in both the WIOA application and the file.  This Income Calculation Procedure explains:

• How to determine if an Income Calculation is needed
• How to calculate income
• How to record/document income in Career Connect

Navigation

Income must be recorded in the Career Connect WIOA Application (Staff Profile > Case Management Profile > Programs > WIOA Application) on the Family Income Worksheet and the Family Income pages.

Procedures

Low-income determination is part of the eligibility process in the following:

1. In the WIOA Youth program, low-income can be a qualified criterion for determining eligibility.  Low-Income youth are considered having a barrier to employment.
2. In the WIOA Adult program, Low-income is one of the three priorities of service criteria.  Low-Income adults must receive priority of services over Adults who do not meet one of the three priority categories.

An Income Calculation is NOT required for an individual who:

1. Receives or received in the past six (6) months, or is a member of a family that receives or received in the past six (6) months,
   • Assistance through the Supplemental Nutrition Assistance Program (SNAP),
   • Temporary Assistance for Needy Families (TANF) or
   • The Supplemental Security Income (SSI) program, or
   • State or local income-based public assistance.
2. Is a homeless individual.
3. Youth Only: Living in a High Poverty Area
4. In-School Youth Only: Free or reduced-price lunch or Foster Child

An Income Calculation IS required for an individual who is currently employed and:

1. Is in a family with a total family income that does not exceed the higher of:
   • The poverty line; or
   • Seventy (70%) of the lower living standard income level
   • Out of School Youth only: A Youth who is a recipient of a secondary school diploma or its recognized equivalent and is basic skills deficient or an English language learner and does not fall in one of the scenarios above.
   • Youth only: Youth needing additional assistance and does not fall in one of the scenarios above.

Calculating Income

• The 6-month eligibility period is considered 6 months from the eligibility date.  We have a chart that can help you determine that information and can be found here: LINK:https://workforceboard.zendesk.com/hc/en-us/articles/360042764312-   
• To determine what income is “Includable and Excludable” please use the list that can be found here: LINK: https://workforceboard.zendesk.com/hc/en-us/articles/360001562152-
• Please use the Updated Excel Income Calculation Worksheet and complete as it applies to the participant and/or family.  All documents must be collected and placed in customer file.

Entering Into Career Connect

Once the Income Calculation Worksheet has been completed the information must be entered into Career Connect.

a. The income from the “Income Calculation Worksheet” should be recorded in Career Connect in the Family Income Worksheet tab of the WIOA application.  Income amounts should be added to the monthly columns.  You can do this by dividing the 6-month total from the Excel Income Calculation Worksheet by 6 and enter accordingly.

b. On the Family Income page enter the Family Size and select “Signed Applicant Statement” as the verification.

c. Verify “Annualized Family Income” (which automatically populates from the Family Income Worksheet screen) by selecting what document was used to verify the participants income.

d. Place the completed, signed and dated “Income Calculation Worksheet” into the customer’s case file under the eligibility documentation section.