A-1720, How to Evaluate Management

Revision 19-4; Effective October 1, 2019

All Programs except TP 40 and Children's Medicaid

Explore past, present and future management. Review the previous Form H1010, Texas Works Application for Assistance — Your Texas Benefits, or Form H1010-R, Your Texas Works Benefits: Renewal Form, or case comments and verification before the interview. Decide if the information given in the past is consistent with the current situation.

Review the EDG and decide if the household's reported net income meets its basic expenses. Examples of basic expenses include:

  • food;
  • transportation;
  • shelter;
  • utilities; and
  • recurring expenses such as:
    • credit card payments;
    • loans;
    • insurance;
    • clothing; and
    • disposable diapers.

Review Data Broker reports and other on-line verification sources to see if the household reported all their income, resources and expenses. Example: Credit reports may show regular payments that cause monthly expenses to exceed reported income. (See C-827, Data Broker Combined Report Sources With Credit Report.)

If net income and resources do not cover paid expenses, ask the household if anyone has income from:

  • tips;
  • commissions;
  • overtime;
  • bonuses; or
  • part-time employment such as:
    • paper routes;
    • street vending;
    • babysitting;
    • sewing;
    • laundry;
    • lawn and garden work;
    • carpentry; and
    • seasonal labor.

Explore whether the household pays expenses by:

  • borrowing from friends or relatives;
  • receiving cash contributions or gifts;
  • using checking or savings accounts; or
  • having another source (HUD rental assistance, the Salvation Army, community-based organizations, insurance, or friends or relatives) pay expenses directly to the vendor.

If the applicant intends to repay a loan, determine how the applicant will pay it back.

If the loans, gifts, or vendor payments are temporary, set a special review to check management.

Exception: Do not set a special review for management for streamlined reporting households.