LEGISLATIVE SERVICES AGENCY
OFFICE OF FISCAL AND MANAGEMENT ANALYSIS
200 W. Washington St., Suite 301
Indianapolis, IN 46204
(317) 233-0696
iga.in.gov
FISCAL IMPACT STATEMENT
LS 6639 NOTE PREPARED: Dec 30, 2023
BILL NUMBER: HB 1153 BILL AMENDED:
SUBJECT: Home and Community Based Services Waivers.
FIRST AUTHOR: Rep. Greene BILL STATUS: As Introduced
FIRST SPONSOR:
FUNDS AFFECTED:XGENERAL IMPACT: State
DEDICATED
XFEDERAL
Summary of Legislation: The bill requires the Office of the Secretary of Family and Social Services (FSSA)
to apply to the United States Department of Health and Human Services for an amendment to each Home-
and Community-Based Services (HCBS) Medicaid waiver to exclude the income and resources of a spouse
when determining an individual's eligibility for the waiver.
Effective Date: July 1, 2024.
Explanation of State Expenditures: The bill will increase workload for the FSSA to apply for an
amendment to each HCBS waiver. The bill’s requirements are within the FSSA’s routine administrative
functions and should be able to be implemented with no additional appropriations, assuming near customary
agency staffing and resource levels. Medicaid is a shared state and federal program and some state
administrative costs are reimbursed 50% by the federal government.
Additional Information - The enrollment impact of excluding spousal income and assets for HBSC waivers
is indeterminate. Currently, a spouse living in the community, “community spouse”, may keep all personal
income and jointly owned income is split between spouses, with the community spouse allowed to keep their
share. Most assets are considered jointly owned, regardless of listed owner of the asset, and the half of the
value is assigned each spouse. Homes are noncountable assets if the spouse, a child, or the applicant will live
in the house.
Explanation of State Revenues:
Explanation of Local Expenditures:
HB 1153 1 Explanation of Local Revenues:
State Agencies Affected: Office of the Secretary of Family and Social Services.
Local Agencies Affected:
Information Sources: https://www.medicaid.gov/medicaid/eligibility/index.html;
https://www.in.gov/iltcp/files/spousal-impov-1-2022-brochure.pdf.
Fiscal Analyst: Karen Rossen, 317-234-2106.
HB 1153 2