Do not require or encourage individuals to report month-by-month changes in their normally fluctuating household operating expenses and contributions to these expenses.

If the new average yields a pro rata share which leads to a new ISM determination (e.g., a change from the VTR to sharing or vice-versa or the establishment of a new AV), the ISM change is effective with the month the redetermination is initiated, the month the individual's request for reevaluation is received or the month the PERC interview is conducted (see SI 00603.030).

EXAMPLE: Change in LA

On May 28, 1995, Andy Perry completed an SSA-8203 and SSA-8006 in connection with a scheduled redetermination. He was shown on the SSR in Federal LA A with no ISM. He alleged no changes in LA or ISM since his last redetermination in July 1993. The redetermination forms showed that he continued to reside with his mother in her home. She was not on public assistance. He alleged contributing $150 a month to household expenses. He did not know the average household expenses. Since he may be subject to the VTR, he was asked to submit evidence of sharing. Five days later, he brought in a statement from his mother showing the average household expenses for the period May 1994 through April 1995 and confirming his alleged contribution. The statement showed that Mr. Perry's pro rata share was now $165. He no longer met his pro rata share and he was charged with the VTR effective with May 1995, the month the redetermination was initiated.

Recipients are not expected to report gradual changes. Normally these changes will be discovered only on a redetermination (see SI 00835.520) or a PERC interview when questioning receipt of outside ISM.

Redevelop the CMV or CMRV as of the month the redetermination is initiated or the PERC interview is conducted.

Redevelop the CMV or CMRV for months of the review period only if an event occurred which changes the CMV or CMRV in a particular month. (See SI 00835.520B. for a further discussion and documentation requirements).

If there is a change in the CMV of food or shelter provided by a third party personally (i.e., there is no vendor charge) or the CMRV and the change cannot be pinpointed to a particular month, then any change in ISM due to this gradual change in the CMV or CMRV is effective with the month the individual or a third party alleges a change (if the report is made apart from a redetermination or PERC) or the month the redetermination is initiated or PERC interview is conducted.