You must at least annually review the consumer’s income, liquid assets, and expenses and document the review results in a case note.

If the consumer's income, liquid assets, or expenses change significantly during the life of the case:

  1. reassess whether the consumer must still participate in the cost;
  2. document proof of the changes (if documentation is not available, note the reason in a case note);
  3. change the consumer's application; and
  4. document in a case note the reason for the change.

If you develop a consumer’s IWRP before you receive proof of the consumer’s income and expenses, do not include services that require consumer participation in the cost.

When you receive proof of the consumer’s income and expenses, amend the IWRP as needed.