Community Waivers members in Groups B and B Plus may use spousal improverishment rules to give income to their spouses, but Group A members may not. In this case, the petitioner was enrolled in Group B in 2019 but moved to Group A after her 2023 renewal. ALJ Nicole Bjork concluded the petitioner was required to be in Group A based on her income and assets.
This decision was published with support from the Wisconsin chapter of the National Academy of Elder Law Attorneys.
Preliminary Recitals
Pursuant to a petition filed on April 25, 2024, under Wis. Admin. Code § HA 3.03, to review a decision by the Winnebago County Department of Human Services regarding Medical Assistance (MA), a hearing was held on June 13, 2024, by telephone.
The issue for determination is whether Petitioner’s MA benefits were correctly determined when she was placed in Group A.
There appeared at that time the following persons:
PARTIES IN INTEREST:
Petitioner:
—
Respondent:
Department of Health Services
1 West Wilson Street, Room 651
Madison, WI 53703
By: Janet Williams
Winnebago County Department of Human Services
220 Washington Ave.
PO Box 2187
Oshkosh, WI 54903-2187
ADMINISTRATIVE LAW JUDGE:
Nicole Bjork
Division of Hearings and Appeals
Findings of Fact
- Petitioner (CARES # —) is a resident of Winnebago County.
- Since February 2019, Petitioner has been enrolled in Group B waivers, which includes spousal allocation and also included her room and board.
- Due to Covid policies, Petitioner did not have to complete MA renewals.
- In November 2023, Petitioner completed her first post Covid renewal. After completing her renewal, her husband and daughter provided additional information to the agency regarding Petitioner’s assets and income. Petitioner’s assets were determined to be below $2000. Petitioner’s reduced assets coupled with her income placed her in Group A rather than Group B.
- On March 20, 2024, the agency sent Petitioner a notice informing her that her MA had changed and that she was being placed in Group A rather than Group B. With this change, Petitioner’s spouse would no longer receive a spousal allocation.
- Petitioner filed an appeal. She does not dispute her assets or her income amount. However, she would like to be placed back into Group B because she and her husband cannot afford to pay for their expenses if the spousal allocation is removed. Petitioner would also like her husband’s income to be considered in the calculation and not solely hers.
Discussion
The IRIS program was developed pursuant to a Medical Assistance waiver obtained by the State of Wisconsin, pursuant to section 6087 of the Deficit Reduction Act of 2005 (DRA), and section 1915(j) of the Social Security Act. It is a self-directed personal care program. IRIS participants with qualifying income (up to 300% of the Federal Poverty Level) are required to pay a share of costs, or “cost share” for continued eligibility for IRIS program services and supports. 42 CFR §447.50 and 447.60; see also IRIS Policy Manual, §2.2B.2.2.
Recipients of long-term care waiver services in Wisconsin are placed into one of three financial eligibility groups: Group A, Group B, or Group B Plus. Medicaid Eligibility Handbook (MEH) §§28.6.2 and 28.6.3. Group A members include individuals who are eligible for MAPP as well as individuals eligible for the following full-benefit Medicaid subprograms: Katie Beckett, Institutional Medicaid, BadgerCare Plus, SSI-related Medicaid (categorically or medically needy), Foster Care Medicaid, Adoption Assistance, Medicaid Met Deductibles, Wisconsin Well Woman Medicaid and SSI-Medicaid. MEH §28.6.2 and 21.2.
In this case, Petitioner was previously in Group B but was switched to Group A. Petitioner would like to be moved back to Group B. Petitioner did not dispute her income amount, or assets as noted during the hearing. However, Petitioner asked that her husband’s income be included also. However, as noted in the regulations above, only the member’s income is listed under the regulations. Further, Petitioner did not dispute the calculations, but noted that she simply cannot afford to meet all of her expenses if she is required to pay this cost share, room and board, and her husband no longer receives a spousal allocation.
I sympathize with Petitioner. However, administrative law judges do not have any authority to create exceptions to the rules. I have no power to move Petitioner back into Group B when the calculations put her into Group A and her income information is correct as well as her asset information. It is the long-standing policy of the Division of Hearings & Appeals that the Department’s assigned administrative law judges do not possess equitable powers, and cannot base a ruling upon an idea of what is deemed fair. See, Wisconsin Socialist Workers 1976 Campaign Committee v. McCann, 433 F. Supp. 540, 545 (E.D. Wis. 1977). This office must limit its review to the law as set forth in statutes, federal regulations, and administrative code provisions. Under law, the calculations place her in Group A; no exception applies, and I am without any equitable powers to direct any remedy beyond the remedies available under law.
Conclusions of Law
The agency correctly determined Petitioner’s MA.
THEREFORE, it is
Ordered
That this appeal is dismissed.
[Request for a rehearing and appeal to court instructions omitted.]
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