January 31, 2013 Advice No. 4457 (Southern California Gas Company U 904 G) Advice No. 2455-E/2170-G (San Diego Gas & Electric Company U 902 M) Advice No. 3361-G/4186-E (Pacific Gas & Electric Company U 39 M) Advice No. 2849-E (Southern California Edison Company U 338 E) Public Utilities Commission of the State of California Subject: List of Categorical Eligible Programs for Enrollment in California Alternate

Rates for Energy and Energy Savings Assistance Programs Southern California Gas Company (SoCalGas), on behalf of itself and San Diego Gas and Electric Company (SDG&E), Pacific Gas and Electric Company (PG&E) and Southern California Edison Company (SCE), hereafter referred to as the Investor Owned Utilities (IOUs), hereby submits to the California Public Utilities Commission (Commission) an updated list of proposed categorical eligible programs for enrollment in low income assistance programs. Purpose This filing complies with Ordering Paragraph (OP) 88(b) of the 2012 – 2014 Energy Savings Assistance (ESA) and California Alternate Rates for Energy (CARE) Decision (D.)12-08-044, which directs the IOUs to submit by January 31st of each year a joint Tier 2 Advice Letter updating the list of proposed categorical eligible low income programs for the upcoming year. OP 88(b) of the decision specifically states: By January 31st of each year, the Utilities are directed to jointly and annually review and

submit, by Tier 2 Advice Letter, an updated list of proposed categorical eligible low income programs for the upcoming year. The list must propose to retain and add categorically eligible programs for enrollment in low income programs, as appropriate, and must include only programs with income thresholds consistent with the California Alternate Rates for Energy and Energy Savings Assistance Program Programs;

Rasha Prince Director

Regulatory Affairs

555 W. Fifth Street, GT14D6 Los Angeles, CA 90013-1011

Tel: 213.244.5141 Fax: 213.244.4957

RPrince@semprautilities.com

Advice No. 4457, et al. - 2 - January 31, 2013

(i) These lists, once approved, shall be updated annually and be used to implement the Categorical Eligibility and Enrollment Program for California Alternate Rates for Energy and Energy Savings Assistance Program, for the upcoming fiscal year; and

(ii) Energy Division shall review and issue an annual approval letter (with the

approved updated list of programs in the Categorical Enrollment Program) along with the updated annual California Alternate Rates for Energy income guidelines letter on April 1st each year

Background The statewide ESA Program provides no-cost energy saving home improvements for qualified limited-income renters or homeowners. The statewide CARE Program provides eligible, low income customers with discounts on gas and electricity bills. The statutory requirements for the CARE Program are set forth in Public Utilities Code (P.U.C.) Section 739.1(b)(1), which provides:

“The commission shall establish a program of assistance to low-income electric and gas customers with annual household incomes that are no greater than 200 percent of the federal poverty guideline levels, the cost of which shall not be borne solely by any single class of customer. The program shall be referred to as the California Alternate Rates for Energy or CARE program. The commission shall ensure that the level of discount for low-income electric and gas customers correctly reflects the level of need.” [Emphasis added.]

The 200 percent Federal Poverty Guideline (FPG) cap includes the total income of all the people who live in the household, regardless of family status. General Order 153, Section 2.57, defines “total household income” to mean “[a]ll revenues, from all members of a household, from whatever source derived, whether taxable or non-taxable, including, but not limited to: wages, salaries, interest, dividends, spousal support and child support, grants, gifts, allowances, stipends, public assistance payments, social security and pensions, rental income, income from self employment and cash payments from other sources, and all employment-related, non-cash income.” Household, per Section 2.29 of General Order 153 (which sets forth the procedures for the Commission’s “Lifeline” program), is defined as “any individual or group of individuals living together as one economic unit in the same residence.” On December 14, 2006, the Commission issued D.06-12-038 which authorized the IOUs to enroll customers in the CARE and ESA Programs through the categorical eligibility process. A household can thus enroll in the programs by declaring that a member of the household receives benefits from one of the authorized government means-tested programs. Participation in certain other low income programs thus provides customers with an alternative means of enrollment. If selected for post-enrollment verification (PEV), customers may present an award letter from a categorical eligible qualifying program, and are not required to verify household income.1 The current statewide list of categorical eligible programs is shown below. 1 PEV only applies to CARE customers, as the IOUs do not conduct PEV on ESA customers.

Advice No. 4457, et al. - 3 - January 31, 2013

• Bureau of Indian Affairs General Assistance • CalFresh/Supplemental Nutrition Assistance Program (SNAP) • CalWORKs/Temporary Assistance for Needy Families (TANF) • Head Start Income Eligible (Tribal Only) • Healthy Families A&B • Low-income Home Energy Assistance Program (LIHEAP) • Medicaid/Medi-Cal • National School Lunch Program (NSLP) • Supplemental Security Income (SSI) • Tribal TANF • Women, Infants, and Children Program (WIC)

It should be noted that eligibility for some of these categorical programs is not based on total household income, which is the criteria that forms the basis for CARE and ESA Program participation, but rather on an individual’s income or other non-congruous criteria. Compliance with Decision 12-08-044 In D.12-08-044, the Commission directed the IOUs to jointly review and submit, on an annual basis, a list of proposed categorically eligible low income programs with income thresholds consistent with the CARE and ESA Programs. To comply with this directive, the IOUs contracted with an independent consultant, ICF International (ICF), to perform a comprehensive assessment of the current list of categorically eligible programs to determine alignment with CARE / ESA Program guidelines, i.e., the household unit of measure, income thresholds and income definitions. ICF was also tasked with reviewing other local, state and federal programs to determine whether there is alignment with any programs not currently included. ICF has completed its assessment and prepared a written report—the “ICF Study”—which explains and documents its findings. See Attachment B. ICF has also prepared a spreadsheet “matrix” with detailed information regarding the low income programs investigated. The matrix also includes links to program sources, and is provided in Attachment C. These materials were requested by the IOUs to document and present the study findings, and to aid the Commission in its review process. Summary of ICF Findings ICF researched and analyzed the current categorical eligibility program list for the CARE and ESA Programs, as well as over 70 Federal, State, and County-level public assistance programs for low-income individuals. ICF’s research process included reviewing publicly available program information, consulting with subject matter experts, including low income program experts on ICF staff, and participating in interviews with program and policy experts at the IOUs. To be considered in alignment with the CARE and ESA Program income guidelines, ICF determined that a program had to have at least as stringent income eligibility rules as those of the CARE and ESA Programs based on the following factors:

Advice No. 4457, et al. - 4 - January 31, 2013

1) Income threshold at or below 200 percent of FPG; and 2) Income threshold that is applied to a household as a unit of measure, as opposed to an

individual or family.2 If a program was determined to be in alignment with these two basic eligibility factors, then ICF conducted a closer examination to determine whether the program’s method of calculating total household income was aligned with Section 2.57 of General Order 153 (the CARE/ESA criteria) -- specifically whether the program’s income inclusions and exclusions are consistent. This third factor relates to the consistency with CARE and ESA Program eligibility (i.e., the measurement of income / what is counted towards the income eligibility guidelines). However, because the details of income inclusions and exclusions are defined differently by the various low-income programs, it is unlikely any other low-income program will constitute a “perfect match.” Indeed, while the ICF Study found that three programs are broadly aligned with the first two eligibility factors, none exhibited complete consistency in relation to their specific income inclusions / exclusions. After reviewing a mixture of current categorically eligible and other programs, including 58 County and 15 Federal and State programs, the ICF Study concluded that:

[T]here is no match between the detailed eligibility requirements of the CARE/ESA programs when compared to those of the current categorically eligible CARE/ESA programs and other Federal, State, and County-level public assistance programs for low-income individuals. While CalFresh/SNAP,3 NSLP4, and WIC5 requirements align broadly with the CARE/ESA program 200 percent income eligibility cap and the use of household as a unit of measure; the inclusions and exclusions in each program’s income calculations prevent those three programs from matching the CARE/ESA eligibility criteria.6

Below is a table which provides an abbreviated summary of information detailing ICF’s programs reviews.

2 ICF Study at p. 4. 3 SNAP, formerly known as the Food Stamps program, aims to improve health / well-being by meeting nutritional needs. The program is indexed to 130 percent of the FPG (or 165 percent if the household has an elderly or disabled individual), and income is based on the household unit of measure. ICF Study at p. 15. 4 NLSP is a federally assisted meal program that provides nutritionally balanced, low-cost or free lunches to eligible students at over 100,000 public and non-profit private schools and residential child care institutions. To qualify for free or reduced meals, income levels must be below 130 percent and 185 percent of FPG, respectively. Income is also based on the household unit of measure. ICF Study at p. 21. 5 WIC is a health and nutrition program for pregnant women, infants and children up to age five serving over 1.45 million participants every month. The program is indexed to 185 percent of the FPG, and the unit of measure is consistent with the CARE/ESA Program definition of household. ICF Study at pp. 23-24. 6 ICF Study at p. 30.

Advice No. 4457, et al. - 5 - January 31, 2013

Summary of Categorical Eligible Program Recommendations 7

Program Name Income Criterion (200% FPG)

Unit of Measure

Areas of Misalignment

Include / Remove / Add

Bureau of Indian Affairs General Assistance

Other 1 Household Income Remove

CalFresh/Supplemental Nutrition Assistance Program (SNAP)

Yes Household None (not a match for income definition)

Include

CalWORKs/Temporary Assistance to Needy Families (TANF)

Other 2 Family Income & Unit of Measure

Remove

Head Start Income Eligible (Tribal Only)

Yes Family Unit of Measure

Remove

Healthy Families A & B (Enrolled Moving to Medi-Cal)

Yes Family Unit of Measure

Remove

Low-Income Home Energy Assistance Program (LIHEAP)

No Household or Family

Income Remove

Medi-Cal No 3 Individual or Family

Income and Unit of Measure

Remove

National School Lunch Program (NSLP)

Yes Household None (not a match for income definition)

Include

Supplemental Security Income Yes Individual or Couples

Unit of Measure

Remove

Tribal Temporary Assistance to Needy Families (TANF)

Yes Family Unit of Measure

Remove

Women, Infants, & Children (WIC) Yes Household None (not a match for income definition)

Include

Child Care and Development Block Grant (CCDBG)

No4 Family Income and Unit of Measure

Not Add

County Low-Income Health Programs 5

No Varies Income and Unit of Measure

Not Add

Head Start Yes Family Unit of Measure

Not Add

Housing Choice Voucher Rent Assistance Program (Section 8)

No Individual or Family

Income and Unit of

Not Add

7 See ICF Study at pp. 5 – 6.

Advice No. 4457, et al. - 6 - January 31, 2013

Measure Program Name Income

Criterion (200% FPG)

Unit of Measure

Areas of Misalignment

Include / Remove / Add

Supportive Housing for the Elderly Program (Section 202)

No6 Family Income and Unit of Measure

Not Add

Notes: 1. The income eligibility guidelines for the Bureau of Indian Affairs General Assistance Program are tied to unearned and earned income, and regulations do not provide adequate data for direct comparison to FPG. 2. The income eligibility guidelines for TANF are tied to program payments based on family size, car ownership and other resources, and regulations do not provide straight forward comparison to FPG. 3. The Medi-Cal income requirement is 100%-250% of FPG. 4. For CCDBG, the CARE and ESA income eligibility requirements were compared to the state median income guidelines from the Department of Justice (originally from the U.S. Census Bureau). See Attachment B, Appendix II. 5. Does not include Contra Costa and Alameda counties, which were the two counties with Low Income Health Programs with aligned income and unit of measure eligibility criteria. 6. Section 202 has more stringent income criteria than CARE/ESA based on the 50% of median income threshold as shown in Attachment B, Appendix II. IOU Recommendation Based on the findings of the ICF Study and pursuant to D.12-08-044’s directive to “include only programs with income thresholds consistent with the CARE and ESA Programs,”8 the IOUs submit that there are no state, federal, or county low assistance programs that are consistent with the income guidelines of the CARE and ESA Programs. Notwithstanding, the IOUs recognize that the categorical eligibility process facilitates customer enrollment in the low income assistance programs-. In addition, D.12-08-044 expressly states the Commission’s intent to “retain our Categorical Eligibility and Enrollment Program, with some modifications.”9 Accordingly, in order to retain the categorical eligibility and enrollment process, with some modifications, the IOUs recommend that the basis for inclusion on the list of categorical eligible programs be set at the two basic eligibility factors, which are 200 percent of the FPG and the use of household as the unit of measure. Based on the findings in the ICF Study and consistent with OP 88 of D.12-08-044, the IOUs propose that the Commission approve the following updated list of categorical eligible programs that broadly have income thresholds and units of measure consistent with the CARE and ESA Programs. The updated list of categorical eligible programs includes:

• CalFresh/Supplemental Nutrition Assistance Program (SNAP), • National School Lunch Program (NSLP), and • Women, Infants, and Children (WIC) program.

Given the variability associated with what low income programs allow candidates to count as income, the IOUs do not propose that the Commission apply the third factor to consideration for these three programs. Rather, the IOUs propose to standardize the classification of programs as “aligned” or “not aligned” with CARE and ESA Program income thresholds based on the two 8 D.12-08-044 at OP 88(b). 9 D.12-08-044 at p. 211.

Advice No. 4457, et al. - 7 - January 31, 2013

basic eligibility factors listed above. However, to offset the inevitability that the third factor introduces some variability relative to CARE and ESA Program income thresholds, the IOUs propose the Commission grant the IOUs the option of income verifying or accepting a categorical eligible program award letter for customers selected for PEV. The IOUs ask the Commission to address this recommendation in the April 1 annual approval letter (with the approved updated list of programs in the Categorical Enrollment Program). It should be understood that not all customers enrolled through a categorical eligible program will necessarily undergo PEV. These households would be selected in the same manner as all other participating households. With implementation of updated PEV models as directed in D.12-08-044, customers will be selected for PEV only under certain conditions (i.e., according to the parameters of the PEV models). The factors expressed in D.12-08-044 include high energy use, annual bill totals, household size, PRIZM / ZIP code, enrollment method, previously indicated ineligibility and/or de-enrollment, length of enrollment, and length of time lapse since previous PEV. Therefore, only those households who meet certain conditions will be identified and required to undertake a PEV in order to continue receiving CARE Program benefits. The IOUs acknowledge that this option would result in a significantly reduced list of categorical eligible programs. Nevertheless, the IOUs will continue to ensure that customers can continue to easily and conveniently enroll in the ESA and CARE Programs. As an alternative option, the IOUs propose that the Commission retain the current list of categorical eligible programs, and permit the IOUs to determine whether the customer would be required to provide income documentation, or allow the customer to provide proof of enrollment in one of the categorical program by providing an award letter or some other proof. If the Commission were to select this option, the IOUs believe the PEV option is necessary to assist with confirming alignment with the legislated income basis of the program, given that certain programs currently listed do not align with either the household unit of measure or the income threshold. As noted above, the IOUs request the Commission to address this condition of the alternative option in the April 1 annual approval letter. Conclusion In summary, the IOUs continue to support the categorical eligibility and enrollment process. In order to comply with D.12-08-044’s directives to retain the categorical eligibility process, and include only those programs that are consistent with the ESA and CARE Programs, the IOUs propose the following updated list of categorical eligible programs for Commission approval:

• CalFresh/Supplemental Nutrition Assistance Program (SNAP) • National School Lunch Program (NSLP) • Women, Infants, and Children (WIC) program.

The IOUs ask the Commission, as a condition of including the three broadly aligned programs, to grant the IOUs the option of income verifying or accepting a categorical eligible program award letter for customers selected for PEV. Protest Anyone may protest this Advice Letter to the Commission. The protest must state the grounds upon which it is based, including such items as financial and service impact, and should be

Advice No. 4457, et al. - 8 - January 31, 2013

submitted expeditiously. The protest must be made in writing and received within 20 days of the date of this Advice Letter, which is February 20, 2013. There is no restriction on who may file a protest. The address for mailing or delivering a protest to the Commission is:

CPUC Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, CA 94102

A copy of the protest should also be sent via e-mail to the attention of the Energy Division Tariff Unit (EDTariffUnit@cpuc.ca.gov). A copy of the protest should also be sent via both e-mail and facsimile to the address shown below on the same date it is mailed or delivered to the Commission.

Attn: Sid Newsom Tariff Manager - GT14D6 555 West Fifth Street Los Angeles, CA 90013-1011 Facsimile No. (213) 244-4957 E-mail: snewsom@SempraUtilities.com

Effective Date SoCalGas believes that this filing is subject to Energy Division disposition and as directed in OP 88(b) is a Tier 2 (effective after staff approval). SoCalGas respectfully requests that this filing be approved and made effective on March 2, 2013, which is 30 days from the date filed. Notice A copy of this advice letter is being sent to the parties listed on Attachment A, which includes the service list for A.11-05-018.

_________________________________ Rasha Prince

Director – Regulatory Affairs Attachments

CALIFORNIA PUBLIC UTILITIES COMMISSION ADVICE LETTER FILING SUMMARY

ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed)

Company name/CPUC Utility No. SOUTHERN CALIFORNIA GAS COMPANY (U 9O4G) Utility type: Contact Person: Sid Newsom

ELC GAS Phone #: (213) 244-2846 PLC HEAT WATER E-mail: SNewsom@semprautilities.com

EXPLANATION OF UTILITY TYPE

ELC = Electric GAS = Gas PLC = Pipeline HEAT = Heat WATER = Water

(Date Filed/ Received Stamp by CPUC)

Advice Letter (AL) #: 4457, et al

Subject of AL: Joint AL re List of Categorical Eligible Programs for Enrollment in California Alternate Rates for Energy and Energy Savings Assistance Programs Keywords (choose from CPUC listing): CARE

AL filing type: Monthly Quarterly Annual One-Time Other If AL filed in compliance with a Commission order, indicate relevant Decision/Resolution #: D.12-08-044 Does AL replace a withdrawn or rejected AL? If so, identify the prior AL No Summarize differences between the AL and the prior withdrawn or rejected AL1: N/A Does AL request confidential treatment? If so, provide explanation: No Resolution Required? Yes No Tier Designation: 1 2 3

Requested effective date: 3/1/13 No. of tariff sheets: 0 Estimated system annual revenue effect: (%): N/A Estimated system average rate effect (%): N/A When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: None Service affected and changes proposed1 See Advice Letter Pending advice letters that revise the same tariff sheets: None

Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this filing, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division Southern California Gas Company Attention: Tariff Unit Attention: Sid Newsom 505 Van Ness Ave., 555 West 5th Street, GT14D6 San Francisco, CA 94102 Los Angeles, CA 90013-1011 EDTariffUnit@cpuc.ca.gov SNewsom@semprautilities.com tariffs@socalgas.com

1 Discuss in AL if more space is needed.

ATTACHMENT A

Advice No. 4457, et al.

(See Attached Service Lists)

Advice Letter Distribution List - Advice 4457, et al. Page 1

Alcantar & Kahl Seema Srinivasan sls@a-klaw.com

Alcantar & Kahl Kari Harteloo klc@a-klaw.com

Alcantar & Kahl LLP Annie Stange sas@a-klaw.com

Alcantar & Kahl, LLP Mike Cade wmc@a-klaw.com

Azusa Light & Water George Morrow gmorrow@ci.azusa.ca.us

Barkovich & Yap Catherine E. Yap cathy@barkovichandyap.com

Beta Consulting John Burkholder burkee@cts.com

CPUC Consumer Affairs Branch 505 Van Ness Ave., #2003 San Francisco, CA 94102

CPUC Pearlie Sabino pzs@cpuc.ca.gov

CPUC Energy Rate Design & Econ. 505 Van Ness Ave., Rm. 4002 San Francisco, CA 94102

CPUC - DRA R. Mark Pocta rmp@cpuc.ca.gov

California Energy Commission Robert Kennedy rkennedy@energy.state.ca.us

California Energy Market Lulu Weinzimer luluw@newsdata.com

Calpine Corp Avis Clark aclark@calpine.com

City of Banning Paul Toor P. O. Box 998 Banning, CA 92220

City of Burbank Bruno Jeider bjeider@ci.burbank.ca.us

City of Colton Thomas K. Clarke 650 N. La Cadena Drive Colton, CA 92324

City of Long Beach Gas & Oil Renee Williams Renee.Williams@LongBeach.gov

City of Long Beach Gas & Oil Dennis Burke Dennis.Burke@LongBeach.gov

City of Long Beach Gas & Oil Dept. David Sanchez David.Sanchez@LongBeach.gov

City of Los Angeles City Attorney 200 North Main Street, 800 Los Angeles, CA 90012

City of Pasadena - Water and Power Dept. G Bawa GBawa@cityofpasadena.net

City of Riverside Joanne Snowden jsnowden@riversideca.gov

City of Vernon Dan Bergmann dan@igservice.com

Commerce Energy Blake Lazusso blasuzzo@commerceenergy.com

Commerce Energy Catherine Sullivan csullivan@commerceenergy.com

County of Los Angeles Stephen Crouch SCrouch@isd.lacounty.gov

Crossborder Energy Tom Beach tomb@crossborderenergy.com

DGS Henry Nanjo Henry.Nanjo@dgs.ca.gov

Davis, Wright, Tremaine Judy Pau judypau@dwt.com

Dept. of General Services Celia Torres celia.torres@dgs.ca.gov

Douglass & Liddell Dan Douglass douglass@energyattorney.com

Douglass & Liddell Donald C. Liddell liddell@energyattorney.com

Advice Letter Distribution List - Advice 4457, et al. Page 2

Downey, Brand, Seymour & Rohwer Dan Carroll dcarroll@downeybrand.com

Dynegy Mark Mickelson Mark.Mickelson@dynegy.com

Dynegy - West Generation Joseph M. Paul Joe.Paul@dynegy.com

Gas Transmission Northwest Corporation Bevin Hong Bevin_Hong@transcanada.com

General Services Administration Facilities Management (9PM-FT) 450 Golden Gate Ave. San Francisco, CA 94102-3611

Genon Energy, Inc. Greg Bockholt Greg.Bockholt@Genon.com

Goodin, MacBride, Squeri, Ritchie & Day, LLP James D. Squeri jsqueri@gmssr.com

Hanna & Morton Norman A. Pedersen, Esq. npedersen@hanmor.com

Iberdrola Renewables Energy Services Julie Morris Julie.Morris@iberdrolaren.com

Imperial Irrigation District K. S. Noller P. O. Box 937 Imperial, CA 92251

JBS Energy Jeff Nahigian jeff@jbsenergy.com

Kern River Gas Transmission Company Janie Nielsen Janie.Nielsen@KernRiverGas.com

LA County Metro Julie Close closeJ@metro.net

LADWP Robert Pettinato Robert.Pettinato@ladwp.com

LADWP Nevenka Ubavich nevenka.ubavich@ladwp.com

Law Offices of William H. Booth William Booth wbooth@booth-law.com

Luce, Forward, Hamilton & Scripps John Leslie jleslie@luce.com

MRW & Associates Robert Weisenmiller mrw@mrwassoc.com

Manatt Phelps Phillips Randy Keen rkeen@manatt.com

Manatt, Phelps & Phillips, LLP David Huard dhuard@manatt.com

March Joint Powers Authority Cindy Lockwood lockwood@marchjpa.com

National Utility Service, Inc. Jim Boyle One Maynard Drive, P. O. Box 712 Park Ridge, NJ 07656-0712

Navigant Consulting, Inc. Ray Welch ray.welch@navigantconsulting.com

PG&E Tariffs Pacific Gas and Electric PGETariffs@pge.com

Praxair Inc Rick Noger rick_noger@praxair.com

RCS, Inc Don Schoenbeck dws@r-c-s-inc.com

Safeway, Inc Cathy Ikeuchi cathy.ikeuchi@safeway.com

Sierra Pacific Company Christopher A. Hilen chilen@sppc.com

Southern California Edison Co. John Quinlan john.quinlan@sce.com

Southern California Edison Co. Colin E. Cushnie Colin.Cushnie@SCE.com

Southern California Edison Co. Karyn Gansecki karyn.gansecki@sce.com

Southern California Edison Co. Kevin Cini Kevin.Cini@SCE.com

Southern California Edison Company Michael Alexander Michael.Alexander@sce.com

Advice Letter Distribution List - Advice 4457, et al. Page 3

Southwest Gas Corp. John Hester John.Hester@swgas.com

Sutherland, Asbill & Brennan Keith McCrea kmccrea@sablaw.com

TURN Marcel Hawiger marcel@turn.org

The Mehle Law Firm PLLC Colette B. Mehle cmehle@mehlelaw.com

Western Manufactured Housing Communities Assoc. Sheila Day sheila@wma.org

Proceeding A.11-05-018 - Advice 4457, et al. Page 1

BRIGHTLINE DEFENSE PROJECT EDDIE AHN eddie@brightlinedefense.org

CALIFORNIA PUBLIC UTILITIES COMMISSION ZAIDA C. AMAYA zca@cpuc.ca.gov

IDEATE CALIFORNIA JOSE ATILIO HERNANDEZ jhernandez@ideatecal.com

CALIF PUBLIC UTILITIES COMMISSION Bernard Ayanruoh ben@cpuc.ca.gov

NATIONAL ASIAN AMERICAN COALITION FAITH BAUTISTA bautistafaith@yahoo.com

BLACK ECONOMIC COUNCIL LEN CANTY lencanty@BlackEconomicCouncil.org

PROTEUS, INC. BOB CASTANEDA robertprm@gmail.com

PACIFIC GAS AND ELECTRIC COMPANY DANIEL F. COOLEY dfc2@pge.com

LAT. BUS. CHAMBER OF GREATER L.A. JORGE CORRALEJO JCorralejo@LBCgla.org

CALIF PUBLIC UTILITIES COMMISSION Radu Ciupagea rc5@cpuc.ca.gov

GREEN FOR ALL KAT DANIEL kat@greenforall.org

JCEEP ERIK S. EMBLEM eemblem@JCEEP.net

AMERICAN INSULATION, INC. LYDIA L. FLORES LFlores@americanInsul.com

CALIF PUBLIC UTILITIES COMMISSION Hazlyn Fortune hcf@cpuc.ca.gov

THE GREENLINING INSTITUTE ENRIQUE GALLARDO enriqueg@greenlining.org

SOUTHERN CALIFORNIA EDISON COMPANY MONICA GHATTAS monica.ghattas@sce.com

THE UTILITY REFORM NETWORK HAYLEY GOODSON hayley@turn.org

CALIF PUBLIC UTILITIES COMMISSION Syreeta Gibbs syg@cpuc.ca.gov

NATIONAL CONSUMER LAW CENTER CHARLIE HARAK CHarak@nclc.org

SOUTHERN CALIFORNIA GAS COMPANY KIM F. HASSAN KHassan@SempraUtilities.com

JAMES L. HODGES HodgesJL@surewest.net

CALIF PUBLIC UTILITIES COMMISSION Louis M. Irwin lmi@cpuc.ca.gov

NATURAL RESOURCES DEFENSE COUNCIL ALEX JACKSON ajackson@nrdc.org

CENTER FOR ACCESSIBLE TECHNOLOGY MELISSA W. KASNITZ service@cforat.org

CALIFORNIA HOUSING PARTNERSHIP CORP. MEGAN KIRKEBY MKirkeby@chpc.net

CALIF PUBLIC UTILITIES COMMISSION Kimberly Kim kk2@cpuc.ca.gov

LA COOPERATIVA CAMPESINA DE CALIFORNIA MARCO LIZZARAGA marco@directtechnology.com

OPOWER, INC. JEFFREY LYNG jeff.lyng@opower.com

CALIF PUBLIC UTILITIES COMMISSION Audrey Lee al4@cpuc.ca.gov

M.CUBED STEVEN MOSS steven@moss.net

Proceeding A.11-05-018 - Advice 4457, et al. Page 2

CALIF PUBLIC UTILITIES COMMISSION Rahmon Momoh rmm@cpuc.ca.gov

COMMUNITY RESOURCE PROJECT, INC. LOUISE A. PEREZ lperez@cresource.org

NATIONAL HOUSING LAW PROJECT KENT QIAN kqian@nhlp.org

QUALITY CONSERVATION SERVICES, INC. ALLAN RAGO arago@qcsca.com

CALIF PUBLIC UTILITIES COMMISSION Rashid A. Rashid rhd@cpuc.ca.gov

SYNERGY COMPANIES STEVEN R. SHALLENBERGER steve@synergycompanies.org

ALCANTAR & KAHL, LLP NORA SHERIFF nes@a-klaw.com

BROWNSTEIN HYATT FARBER SCHRECK, LLP C. WESLEY STRICKLAND wstrickland@bhfs.com

CALIF PUBLIC UTILITIES COMMISSION Mitchell Shapson sha@cpuc.ca.gov

CALIF PUBLIC UTILITIES COMMISSION Ava N. Tran atr@cpuc.ca.gov

DEPT. OF COMMUNITY SRVCS. & DEV. JASON WIMBLEY jwimbley@csd.ca.gov

UTILITY WORKERS UNION OF AMERICA CARL WOOD carl.wood@verizon.net

CALIF PUBLIC UTILITIES COMMISSION Karen Camille Watts-Zagha kwz@cpuc.ca.gov

Attachment B

Advice No. 4457, et al.

CARE and ESA Program Categorical Eligibility Study

Prepared by

ICF International

CARE and ESA Program Categorical Eligibility Study

Submitted to: Southern California Gas Company Los Angeles, California Prepared by: ICF International 9300 Lee Highway Fairfax, Virginia 22031 Date: January 29, 2013

ii

TABLE OF CONTENTS Table of Contents .......................................................................................................................................... ii

Executive Summary ....................................................................................................................................... 3

Project Background ....................................................................................................................................... 8

General Program Overviews – CARE and ESA ............................................................................................... 8

CARE Overview .......................................................................................................................................... 9

ESA Program Overview ........................................................................................................................... 10

CARE/ESA Eligibility Guidelines ............................................................................................................... 10

Background and Update for Categorically Eligible Programs ................................................................. 11

Overview of ICF’s Approach ........................................................................................................................ 12

Findings from Review of Current Categorical Eligibility Programs ............................................................. 14

Bureau of Indian Affairs General Assistance ....................................................................................... 14

CalFresh/Supplemental Nutrition Assistance Program (SNAP) .......................................................... 15

CalWORKs/Temporary Assistance to Needy Families (TANF) ............................................................. 16

Head Start Income Eligible (Tribal Only) ............................................................................................. 17

Healthy Families A & B ........................................................................................................................ 18

Low-Income Home Energy Assistance Program (LIHEAP)................................................................... 19

Medi-Cal .............................................................................................................................................. 20

National School Lunch Program (NSLP) .............................................................................................. 21

Supplemental Security Income (SSI) ................................................................................................... 22

Tribal Temporary Assistance to Needy Families (TANF) ..................................................................... 23

Women, Infants & Children (WIC) ...................................................................................................... 23

Findings from Review of Programs that are not on the Current Categorical Eligibility Program List ........ 25

Child Care and Development Block Grant (CCDBG) ............................................................................ 25

County Low-Income Health Programs ................................................................................................ 25

Head Start ........................................................................................................................................... 27

Housing Choice Voucher Rent Assistance Program (Section 8) .......................................................... 27

Supportive Housing for the Elderly Program (Section 202) ............................................................... 29

Conclusion ................................................................................................................................................... 30

Appendix I: Information Sources (Cited in Report and Matrix) .................................................................. 32

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Appendix II: Comparison of Federal Poverty Guidelines and California Median Income ........................... 39

Appendix III: ICF International Corporate Qualifications ............................................................................ 40

Appendix IV: Samples of Verification Letters/Letters of Acceptance ......................................................... 45

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EXECUTIVE SUMMARY Southern California Gas Company (SoCalGas), Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE) and San Diego Gas and Electric Company (SDG&E), collectively referred to as the California Investor Owned Utilities (IOUs) operate two distinct energy assistance programs for low-income households. 1 The two programs, the California Alternative Rates for Energy (CARE) and the Energy Savings Assistance (ESA) Program, have income eligibility guidelines that require applicants to claim a total household income within 200 percent of Federal Poverty Guidelines (FPG). The programs also recognize an applicant’s enrollment in certain public assistance programs as sufficient for categorical eligibility. In order to ensure that the categorically eligible program list includes “only programs with income thresholds consistent with the CARE and ESA programs,” 2

the CPUC Decision 12-08-044, issued in August 2012, requires that the IOUs submit a list of proposed categorical programs on an annual basis by January 31st for review by the Energy Division of the California Public Utility Commission (CPUC).

SoCalGas, in conjunction with the other three California IOUs, has contracted with ICF International (ICF) to review the current list of CARE/ESA categorical eligibility programs to recommend potential additions or deletions from said list. From November-December 2012, ICF researched and analyzed the current categorical eligibility program list for CARE and ESA as well as over 70 Federal, State, and County-level public assistance programs for low-income individuals. ICF’s research process included reviewing publicly available program information, consulting with subject matter experts, including low-income program experts on ICF staff, and participating in interviews with CARE and ESA program and policy experts at the IOUs. This report contains further information on the project background; an overview of ICF’s approach and methodology; and a summary of ICF’s research findings on CARE/ESA, Federal, State, and County-level public assistance programs for low-income individuals. Our task was to examine the programs that are currently on the categorical eligibility list and determine their alignment with the CARE and ESA program eligibility requirements. We were also asked to identify and research other programs to evaluate their level of alignment with the CARE/ESA program eligibility criteria. As the programs are currently implemented, CARE and ESA program benefits are provided to households; the eligibility criteria require that households have an income cap of 200 percent of FPG. The 200 percent FPG cap includes the total income of all the people who live in the household, regardless of family status. The CARE and ESA programs use the definition of household and household income cited in General Order 153, which defines household as “any individual or group of individuals

1 California Public Utilities Commission. (2005, October). Energy action plan II: Implementation roadmap for energy policies. Retrieved from http://docs.cpuc.ca.gov/word_pdf/REPORT/51604.pdf 2 California Public Utilities Commission. (2012, August 30). In Decision on large Investor-Owned Utilities’ 2012-2014 Energy Savings Assistance (ESA) (formerly referred to as Low Income Energy Efficiency or LIEE) and California Alternate Rates for Energy (CARE) applications (Decision 12-08-044). (Page 212) Retrieved from http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M026/K217/26217743.PDF

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living together as one economic unit in the same residence”3. “Total Household Income” [includes all] revenues, from all members of a household, from whatever source derived, whether taxable or non-taxable, including, but not limited to: wages, salaries, interest, dividends, spousal support and child support, grants, gifts, allowances, stipends, public assistance payments, social security and pensions, rental income, income from self employment and cash payments from other sources, and all employment-related, non-cash income.”4

To be considered in alignment, a program had to have at least as stringent eligibility rules as those of the CARE and ESA programs based on the following two variables: 1) Income threshold at or below 200 percent of FPG; and 2) Income threshold that is applied to a household as a unit of measure, as opposed to an individual or

family.

If a program was determined to be in alignment on these two basic program elements, then a closer examination of the program’s income definition was conducted to determine whether the program’s definition of total household income was at least as stringent as that cited in the CARE/ESA income definition, specifically around inclusions and exclusions. Definition of Household Income as it Affects the CARE/ESA Categorical Eligibility Study It is the use of household as a unit of measure that poses the greatest challenge to alignment between most of the current categorically eligible programs, additional programs considered, and the CARE/ESA programs. The categorically eligible programs use a variety of units of measure, typically reflecting the way the programs provide benefits. Benefits may go to a specific person (individual), to the family (defined most often as persons related by birth or marriage), or in fewer cases to the household, all persons living together regardless of family relationship. There are cases where a household member qualifies to participate in a categorically eligible program but when the combined income of all household residents is considered, it exceeds the CARE and ESA requirement. For example, consider a low-income elderly person who participates in the Medi-Cal program and lives with their adult children who collectively earn income that is more than 200 percent of FPG. The elderly family member would be categorically eligible for CARE and ESA though the household income exceeds CARE and ESA requirements. As another example, two unrelated people may share a household, each working and earning less than the 200 percent FPG and therefore individually eligible for some categorical programs. However, their combined income could exceed 200 percent of FPG and make the household ineligible for the CARE/ESA programs. ICF conducted a review of 58 County and 15 Federal and State low-income programs, comparing eligibility criteria in terms of income cap requirements, specifics of income definition (including

3 California Public Utilities Commission, General Order 153, Section 2.29, page 4. 4 California Public Utilities Commission, General Order 153, Section 2.57, page 6

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exemptions), and unit of measure (i.e., household, family, individual, other) in an effort to compare each program’s set of criteria with those of the CARE/ESA programs. To facilitate comparison between programs that use an income index that is different than FPG, such as State median income, ICF has included a chart in Appendix II that standardizes nomenclature between FPG with other income index frameworks. Summary of Findings from Program Review Exhibit I provides an abbreviated summary of information that is detailed in the Findings section of this document and in the accompanying data collection matrix (Matrix). It provides a comparison of program income eligibility criteria, the unit of measure, and indicates (level of) alignment with CARE/ESA income eligibility per household criteria. EXHIBIT I. PROGRAM COMPARISONS AND LEVEL OF ALIGNMENT

Program Name Currently a Categorical Eligibility Program?

Align or Misalign with Income Cap and Unit of Measure Criteria for CARE/ESA

Areas of Misalignment

Income Criterion at or below 200% FPG?

Unit of Measure - Household, Family, Individual?

Bureau of Indian Affairs General Assistance

Yes Misalignment Income Other5 Household

CalFresh/ Supplemental Nutrition Assistance Program (SNAP)

Yes Alignment * but not a match on income definition (inclusions, exclusions)

N/A Yes Household

CalWORKs/Temporary Assistance to Needy Families (TANF)

Yes Misalignment Income and Unit of Measure

Other6 Family

Head Start Income Eligible (Tribal Only)

Yes Misalignment **

Unit of Measure

Yes Family

Healthy Families A & B Yes Misalignment N/A - Being shifted into Medi-Cal in 2013.

Yes Family

Low-Income Home Energy Assistance Program (LIHEAP)

Yes Misalignment Income No Household or Family7

Medi-Cal Yes Misalignment Income and

No8 Individual or Family

5 The income eligibility guidelines are tied to unearned and earned income, and regulations do not provide adequate data for direct comparison to FPG. 6 The income eligibility guidelines are tied to program payments based on family size, car ownership and other resources, and regulations do not provide straight forward comparison to FPG. 7 LIHEAP uses “household” and “family” interchangeably, as seen on page 17 of their State Plan. California Health and Human Services Agency, Department of Community Services and Development. (2012, August 30). In State of California’s Low-income Home Energy Assistance Program (LIHEAP) detailed state plan application for federal fiscal year 2013. (Page 17). Retrieved from http://www.csd.ca.gov/Portals/0/Documents/State%20Plans/2013%20StatePlan_complete_Web.pdf 8 100%-250% FPG

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Unit of Measure

National School Lunch Program (NSLP)

Yes Alignment * but not a match on income definition (inclusions, exclusions)

N/A Yes Household

Supplemental Security Income

Yes Misalignment Unit of Measure

Yes Individual or Couples

Tribal Temporary Assistance to Needy Families (TANF)

Yes Misalignment Unit of Measure

Yes Family

Women, Infants & Children (WIC)

Yes Alignment * but not a match on income definition (inclusions, exclusions)

N/A Yes Family/ Household

Child Care and Development Block Grant (CCDBG)

No Misalignment Income and Unit of Measure

No9 Family

County Low-Income Health Programs

No Alignment – Contra Costa and Alameda; Misalignment – Others

Income and Unit of Measure

No Varies

Head Start No Misalignment **

Unit of Measure

Yes Family

Housing Choice Voucher Rent Assistance Program (Section 8)

No Misalignment Income and Unit of Measure

No Individual or Family

Supportive Housing for the Elderly Program (Section 202)

No Misalignment Unit of Measure

Yes Family

Note: Green shading of row and one asterisk in the Alignment column indicates that the eligibility criteria of the program are broadly aligned with unit of measure and income cap of CARE/ESA; however, they do not match the CARE/ESA exclusions and inclusions in income definition. Yellow shading of row and two asterisks in the Alignment column indicates that the eligibility criteria of the program are misaligned, yet relatively close to alignment, with those of CARE/ESA. A brief summary follows and more details are included in the Findings section of the report.

Alignment on Overall Criteria, Yet No Perfect Matches on Income Detail

A number of programs in Exhibit I use a unit of measure other than household, such as family or individual, which means that their program eligibility criteria do not align with the household income cap requirement in the CARE/ESA programs. However, there are three programs that use overall income eligibility caps that are at least as stringent as the household income cap of 200 percent FPG required by the CARE/ESA programs and that use household as a unit of measure: CalFresh/Supplemental Nutrition Assistance Program (SNAP), the National School Lunch Program (NSLP) and the Women, Infants &

9 Unless otherwise specifically noted, the CARE and ESA income eligibility requirements were compared to the state median income guidelines from the Department of Justice (originally from the U.S. Census Bureau), in order to maintain consistency. United States Department of Justice. (2011). Census Bureau median family income by family size. [Data file]. Available from http://www.justice.gov/ust/eo/bapcpa/20110315/bci_data/median_income_table.htm

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Children (WIC) program. While the three programs align broadly with the CARE/ESA eligibility criteria of 200 percent FPG income cap and household unit of measure, they differ from CARE/ESA on the details of what is included and excluded in the definition of total household income and thus are not a perfect match with CARE/ESA eligibility criteria.

CalFresh/SNAP has a broader set of allowable exemptions when determining income10

Similarly, the NSLP and WIC programs also allow for certain exclusions in calculating total household income which means that the actual household income of a participating household may be higher than the 200 percent FPG allowed in the CARE/ESA programs. For example, NSLP allows grants and scholarship funds, Foster Care payments, and occasional earnings from irregular employment, among others, to be excluded from calculating total household income.

than CARE/ESA, which means that the actual household income may be higher than is allowed in CARE/ESA. For example, grants and limited cash donations from charitable organizations are excluded from being considered in total household income in CalFresh/SNAP as opposed to the CARE/ESA program, where money from grants is included in the calculation of total household income. In addition, CalFresh/SNAP provides for income deductions and allowances that are not allowed in CARE/ESA, such as standard deductions, deduction of a portion of earned income, and a dependent care deduction, among others.

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WIC allows for certain financial assistance, loans, and rebates, among others, to be excluded from calculating total household income.

In addition, the Head Start Income Eligible (Tribal Only) and general Head Start programs have income eligibility caps that are at least as stringent as the overall cap of 200 percent of FPG allowed by the CARE/ESA programs; however, they use family as a unit of measure. The definition of family in the Head Start programs lines up relatively well with the definition of household in the CARE/ESA programs and while misaligned in terms of unit of measure, Head Start is worth consideration as relatively close to alignment. The Head Start program definition of family includes “all persons living in the same household who are (1) supported by the income of the parent(s) or guardian(s) of the child enrolling or participating in the program, and (2) related to the parent(s) or guardian(s) by blood, marriage, or adoption.”12

Lastly, the Contra Costa and Alameda County Low-Income Health Programs demonstrate alignment with the CARE/ESA eligibility criteria of 200 percent FPG income cap and household unit of measure, however, including county programs included with statewide categorically eligible programs may create additional administrative confusion for the IOUs, especially as people move into and out of the counties. In summary, the results of our study found that there is no match between the detailed eligibility requirements of the CARE/ESA programs when compared to those of the current categorically eligible CARE/ESA programs and other Federal, State, and County-level public assistance programs for low-

10 California Department of Social Services. (2012) CalFresh program. Retrieved from http://www.calfresh.ca.gov/Pg841.htm 11 United States Department of Agriculture. Food and Nutrition Service. (2012, August). Eligibility Manual for School Meals. (Page 37). Retrieved from http://www.fns.usda.gov/cnd/Guidance/EliMan.pdf 12 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992). In Head Start program performance standards and other regulations 45 CFR 1305 (Section 1305.2). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements/1305/1305.2%20Definitions.htm

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income individuals. While CalFresh/SNAP, NSLP and WIC requirements align broadly with the CARE/ESA program 200 percent income eligibility cap and the use of household as a unit of measure; the inclusions and exclusions in each program’s income calculations prevent the three programs from matching the CARE/ESA eligibility criteria.

PROJECT BACKGROUND SoCalGas, in conjunction with the other three California IOUs, issued a Statement of Work (SOW) on November 13, 2012, requesting responses from consultants to conduct an independent review of the current list of CARE/ESA categorically eligible low-income programs. The IOUs have a history of implementing CARE and the ESA programs that make a significant difference in the lives of the families who are qualified to participate. To ensure that the level of discount that low-income customers receive reflects the levels of need and because some of the CARE customers are enrolled through participation in other programs for low-income customers, the CPUC requires the IOUs to annually update their list of categorically eligible programs to reflect programs with income guidelines consistent with the CARE and the ESA programs as defined by the CPUC Code, Section 739.1 and General Order (GO) 153. In addition, the SOW requested an “analysis to create lists of low-income public assistance programs to be added to or deleted from the current list of categorical eligibility programs utilized by the IOUs. Addition and deletion criteria to be based on either full alignment or misalignment, respectively, with CARE and ESA Programs’ customer income qualification guidelines.” Per the following statement from D.12-08-044, the IOUs are required to review the eligibility criteria of the categorically eligible programs to ensure they align with the eligibility criteria for the CARE and ESA Programs as defined in PU Code 739.1 and General Order 153 so that only eligible customers are participating in the programs.

“In their reply testimonies, SoCalGas, SDG&E, and PG&E clarify that they do not seek elimination of Categorical Eligibility and Enrollment program and that they are instead seeking program alignment with Code Section 739.1 4122 and CARE Program administration that ensures that CARE discount rates are received only by those lawfully intended to receive them.”13

ICF received the award to fulfill the project objectives; this report provides a concise summary of key findings and is designed to be used in conjunction with a detailed information Matrix in Excel spreadsheet format that also includes links to program sources.

GENERAL PROGRAM OVERVIEWS – CARE AND ESA The ESA and CARE programs are low-income energy assistance programs administered by California IOUs. The programs are directed at the CPUC’s goal to enable ‘California’s energy to be adequate, affordable, technologically advanced, and environmentally sound.’14

13 California Public Utilities Commission, Decision 12-08-044, page 207

The CARE program is funded by

14 Energy Commission & Public Utilities Commission. (October 2005). Energy Action Plan II. Implementation Roadmap for energy Policies. http://docs.cpuc.ca.gov/word_pdf/REPORT/51604.pdf

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non-participating ratepayers as part of a statutory “public purpose program surcharge” that is charged on customers’ monthly utility bills.15

CARE Overview

The ESA Program is also funded through the public purpose surcharge. The CPUC oversees the programs and provides guidelines in an attempt to ensure that the programs are run efficiently and that the right customers benefit from the programs.

The CARE Program is a low-income energy rate assistance program that is designed to provide eligible low-income households with a discount on their electric and gas bills.16 The CPUC recognizes CARE as a critical program, especially in recent years as an increasing number of Californians have become more financially vulnerable as a result of the economic recession.17 The program has been allocated a total of almost $3.8 billion for the years 2012-2014.18 In D.12-08-044, the CPUC maintains a yearly target penetration rate of 90 percent for the CARE program, as originally established in D.08-11-031. As of November 2012, a total of 4,889,506 customers have been enrolled in CARE at the participating IOUs.19

The following Table shows the CARE penetration rates as of November 2012.

Exhibit II. CARE Penetration Rates as of November 2012

IOU PG&E SCE SoCalGas SDG&E

Penetration Rate (%)

90.1%20 97% 21 91.7% 22 85.3% 23

When customers sign up for the program, they initially self-certify that they meet the CARE program’s income criteria or state that they are a participant in one of the categorical programs. Enrollees are required to re-apply to the program every two years, or four years if on a fixed income.24 Post enrollment verification (PEV) is performed on a periodic basis for the CARE program. Post enrollment, the IOUs, choose a select number of enrollees for which income or categorical eligibility enrollment will be verified.25 The rate of PEV has ranged depending on the IOU; in their 2011 Annual Reports, the IOUs reported PEV ranges from under 2 percent for one IOU to over 10 percent.26

15 California Public Utilities Commission, Decision 12-08-044, page 2

Of those reviewed, a significant percentage of customers (38.62 percent for SCE and 60.94 percent for PG&E) were de-

16 California Public Utilities Commission, Decision 12-08-044, page 22 17 California Public Utilities Commission, Decision 12-08-044, page 3 18 California Public Utilities Commission, Decision 12-08-044, page 6 19 Exhibit II. Care Penetration Rates as of November 2012 20 Pacific Gas & Electric Company. (2012). In Energy Savings Assistance (ESA) and California Alternate Rates for Energy (CARE) Program Monthly Report For November 2012. (Page 10). Retrieved 2 January 2013 from http://www.liob.org/docs/PGE%20NOV12%20Low%20Income%20Program%20Monthly%20Report%20Tables.pdf 21 Southern California Edison Company. (2012). In Monthly report of Southern California Edison Company (u 338-e) on Low-income Assistance Programs for November 2012. (Page 4) Retrieved 2 January 2013 from http://www.liob.org/docs/SCE%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf 22 Southern California Gas Company. (2012). In Monthly report of Southern California Gas Company (u 904 g) on Low-income Assistance Programs for November 2012. (Page 13). Retrieved 2 January 2013 from http://www.liob.org/docs/SCG%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf 23 San Diego Gas & Electric. (2012). In Monthly report of San Diego Gas & Electric Company (u 902 m) on Low-income Assistance Programs for November 2012. (Page 9). Retrieved 2 January 2013 from http://www.liob.org/docs/SDGE%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf 24 California Public Utilities Commission, Decision 12-08-044, page 201 25 Pacific Gas and Electric Company. (2012). CARE (California Alternate Rates for Energy). Retrieved 19 December 2012 from http://www.pge.com/myhome/customerservice/financialassistance/care/postenrollment/ 26 California Public Utilities Commission, Decision 12-08-044, page 203

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enrolled from the program. While the high rate of de-enrollment may be due to a variety of factors, this data, in combination with the IOUs historic observations and experiences, suggests that there are customers enrolled in the program who have actual incomes that are in excess of the income eligibility guidelines for the CARE program.27

ESA Program Overview

The ESA Program, formerly named the ‘Low-income Energy Efficiency (LIEE) Program,’ is a resource program designed to enhance energy savings in California.28 The ESA program is designed to improve quality of life for low-income populations through the delivery of home weatherization services and efficiency measures, which are provided at no cost to the consumer. The program aims to conserve energy, reduce energy costs, and improve the health, comfort, and safety of program participants. The ESA program accomplishes these goals through no cost measures such as changing the settings on thermostats and other energy education awareness, as well as the installation of energy efficiency appliances, equipment, and measures such as replacing compact fluorescent lamps or a refrigerator. The measures are funded through the surcharge and not directly billed to ESA participants.29 These efforts are a one-time contract per building or dwelling, regardless of whether ownership or tenancy has changed.30 The CPUC has allocated a total of $1.1 billion for the ESA program over the years 2012-2014.31

The CPUC’s Strategic Plan vision sets out a 100 percent penetration rate for the ESA program by 2020.32 The program is projected to reach a total of 984,604 homes between 2012 and 2014.33 ESA requires proof of income upon application.34 Participants in the program must either provide proof of income or verification of enrollment in a categorically eligible program during the enrollment process and before benefits are received (in the form of energy saving appliances and/or weatherization or other improvements). Verification is performed by the contractor who will perform a household assessment and install an appropriate product.35

CARE/ESA Eligibility Guidelines

IOUs also employ targeted self certification where customers live in specific geographic areas of the service territory that are deemed to have a high percentage of customers likely to meet the income criteria as identified through demographic resources.

ESA and CARE share the same eligibility guidelines. Customers that qualify for the programs fall into one of two categories: income qualification and categorical exemption. In order to qualify via income requirements for the ESA/CARE programs, total household income, as defined in General Order 153, must fall within 200 percent of the FPG in accordance with PU Code 739.1.36

27 California Public Utilities Commission, Decision 12-08-044, page 203

28 California Public Utilities Commission, Decision 12-08-044, page 18 29 California Public Utilities Commission, Decision 12-08-044, page 19 30 Southern California Edison Company. (2012, December 13). Telephone interview. 31 California Public Utilities Commission, Decision 12-08-044, page 6 32 California Public Utilities Commission, Decision 12-08-044, page 179 33 California Public Utilities Commission, Decision 12-08-044, page 30-31 34 Pacific Gas & Electric Company. (2012). Energy Saving Assistance program. Retrieved 19 December 2012 from http://www.pge.com/myhome/customerservice/financialassistance/energysavingsassistanceprogram/faqs/ 35 Pacific Gas & Electric. (2012, December 12). Telephone Interview. 36 California Public Utilities Commission, Decision 12-08-044, page 202

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Categorical eligibility presents the IOUs with the prospect for increasing customer convenience and the possibility of reducing administrative tasks associated with income qualification/verification.37 To qualify through categorical eligibility, customers must be enrolled in one of the following state or Federal programs:38

• Bureau of Indian Affairs General Assistance

• CalFresh/Supplemental Nutrition Assistance Program (SNAP)

• CalWORKs/Temporary Assistance for Needy Families (TANF)

• Head Start Income Eligible (Tribal Only)

• Healthy Families A&B

• Low-income Home Energy Assistance Program (LIHEAP)

• Medicaid/Medi-Cal

• National School Lunch Program (NSLP)

• Supplemental Security Income (SSI)

• Tribal TANF

• Women, Infants & Children Program (WIC)

Background and Update for Categorically Eligible Programs In 2006, under Decision 06-12-038, California IOUs proposed the addition of categorical enrollment in which customers become eligible for the LIEE (ESA) and CARE programs if they participate in another local, state, or Federal program.39

The use of categorically eligible programs may present an administrative advantage for the IOUs as it streamlines the eligibility review process.

However, some of the adopted categorically eligible programs may not align with the CARE/ESA program requirements as programs may have changed eligibility requirements over time40

• The definition of the unit of measure for a participant’s income, which may be based on household, family, or individual income;

and/or some programs that are currently defined as categorically eligible differ from the CARE and ESA programs in regards to:

• Different definitions of household income, if that is the unit of measure used in the program; and/or

• Defining assets that are considered as income, or including income exemptions that are not applicable to the CARE/ESA eligibility programs.41

37 Pacific Gas and Electric Company. (2012, December 11). Telephone interview. 38 California Public Utilities Commission, Decision 12-08-044, page 202 39 California Public Utilities Commission. (2006, December 14). In Order adopting utility budgets for Low-income energy efficiency programs and California alternate rate for energy (Decision 06-12-038). (Page 58). Retrieved from http://www.liob.org/docs/D0612038%20Order%20Adopting%20Utility%20Budgets%20for%20LIEE%20and%20CARE%20Programs%2012-15-06.pdf 40 Southern California Edison. (2012, December 13). Telephone interview. 41 San Diego Gas & Electric. (2012, December 12). Telephone interview.

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OVERVIEW OF ICF’S APPROACH ICF solicited input from the IOUs during the early stages of the project to develop a research approach and framework for collecting, organizing, and comparing key elements from CARE and ESA, current categorically eligible, and other low-income programs. With input from the IOUs on the final template, ICF developed a data collection matrix (“Matrix”), loosely based on the matrix that was used previously by the IOUs, to identify and assess income-eligible programs for inclusion as categorically eligible. The Matrix provided a framework to conduct research to collect information and compare programmatic information, requirements, enrollment frequency, and confirmation methods between relevant IOU, State, and Federal programs. The following is a list of column headers that are included in an Excel spreadsheet provided to the IOUs with detailed information about the programs identified and assessed.

• CARE/ESA Alignment (in Abbreviated tab of Matrix)

• Program Name

• Program Type (IOU/State/Federal)

• Program Funding Source

• Program Funding

• Income Eligibility

• Indexed to Federal or Other Income Levels?

• Non-Income Requirements

• Who is Eligible? Individual, Family Household?

• When is Program Eligibility Revisited or Updated (Program Level)?

• If Family or Household, Cap on Numbers?

• Frequency of Enrollment

• Is Eligibility Confirmed?

• Method and Frequency of Eligibility Confirmation

• Number of Total Parties in California Enrolled in Program

• Program Geographic Boundary

• Program Benefit/Overview & URL

• Does Party Receive Documentation Indicating Eligibility?

• Eligibility Exemptions

• Guiding Principles ICF met with representatives of the four California IOUs to clarify project objectives and timeline. ICF then began assessing current publicly available information about eligibility criteria and other program information for those programs cited in the Statement of Work and in the table that the IOUs had submitted to the CPUC the previous year (a list of these programs is cited in the “CARE/ESA Eligibility Guidelines” section of this report). Following the project kick-off meeting with the four IOUs, ICF met individually with teams from each of the IOUs comprised of representatives from the ESA and/or CARE programs, including IOU staff members who were involved in operations activities, regulatory, and/or policy initiatives. These conversations were designed to provide context and more detailed information about the day-to-day operations aspects of running the CARE/ESA programs and to learn more about

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issues related to the programs’ enrollment (size) compared to eligible populations, among other discussion topics. In addition to convening IOU conversations, ICF conducted research from publicly available resources, obtained information from the company’s experts on low-income programs, populated the Matrix, developed a list of links to source documents, researched relevant programs, identified other income-eligible programs not cited in the SOW such as County Public Health Programs in California and summarized key findings and recommendations. After identifying a pool of additional income-eligible programs, beyond those currently on the categorical eligibility list, ICF evaluated their level of alignment with the CARE/ESA program eligibility criteria. As the programs are currently implemented, CARE and ESA program benefits are provided to households; the eligibility criteria require that households have an income cap of 200 percent of FPG. The 200 percent FPG cap includes the total income of all the people who live in the household, regardless of family status. The CARE and ESA programs use the definition of household and household income cited in General Order 153, which defines household as “any individual or group of individuals living together as one economic unit in the same residence”42. “Total Household Income” [includes all] revenues, from all members of a household, from whatever source derived, whether taxable or non-taxable, including, but not limited to: wages, salaries, interest, dividends, spousal support and child support, grants, gifts, allowances, stipends, public assistance payments, social security and pensions, rental income, income from self employment and cash payments from other sources, and all employment-related, non-cash income.”43

To be considered in alignment, a program had to have at least as stringent eligibility rules as those of the CARE and ESA programs based on the following two variables: 1) Income threshold at or below 200 percent of FPG; and 2) Income threshold that is applied to a household as a unit of measure, as opposed to an individual or

family.

If a program was determined to be in alignment on these two basic program elements, then a closer examination of the program’s income definition was conducted to determine whether the program’s definition of total household income was at least as stringent as that in the CARE/ESA income definition, specifically around inclusions and exclusions. ICF observed that a number of the income-eligible programs that were evaluated, a mix of those that are and are not on the CARE/ESA categorically eligible list, have their own categorical eligibility determinations for participation. For example, the NSLP deems households as categorically eligible if

42 California Public Utilities Commission, General Order 153, Section 2.29, page 4. 43 California Public Utilities Commission, General Order 153, Section 2.57, page 6

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someone residing in the household receives benefits from certain other assistance programs.44

FINDINGS FROM REVIEW OF CURRENT CATEGORICAL ELIGIBILITY PROGRAMS

The different categorically eligible programs of the programs researched were not listed in detail in this report or the accompanying Matrix as it was beyond the scope of this research effort.

This section describes and compares programs that serve low-income individuals, families, and households. Key findings are highlighted in Exhibit I in the Executive Summary.

Bureau of Indian Affairs General Assistance Program Name Bureau of Indian Affairs General Assistance Current Categorically Eligible? Yes Alignment with CARE/ESA? No - based on income requirement Income Based on FPG? No Income Requirement General Assistance is not tied to a Federal or state index for income eligibility, but is

determined solely based on earned and unearned income, and other resources. Income Notes N/A Unit of Measure for Income Determination (Household, Family, Individual, Other)

Household

Unit of Measure Definition N/A Other Eligibility Criteria Additional requirements include enrollment in a Federally recognized tribe, concurrent

application to TANF, residency in a service area, and signed agreement to adhere to an employment strategy in the Individual Self-Sufficiency Plan (ISP).

Frequency to Reapply/Reassess Eligibility

Eligibility is reviewed for General Assistance on a regular basis; every three months for individuals who are employable, and every six months for all recipients.

Overview The Bureau of Indian Affairs General Assistance provides funds for essential needs of food, clothing, shelter and utilities to clients deemed eligible for services.45 General Assistance is funded through the U.S. Department of the Interior, Office of Indian Energy and Economic Development, and is a product of the Indian Employment, Training, and Related Services Demonstration Public Law 102-477. Public Law 102-477 allows Federally-recognized Tribes and Alaska Native entities to combine formula-funded Federal grants into a single plan with a single budget and a single reporting system, as long as they are employment and training-related.46

44 United States Department of Agriculture. Food and Nutrition Service. (2012, August). Eligibility manual for school meals: Determining and verifying eligibility. Retrieved from http://www.fns.usda.gov/cnd/Guidance/EliMan.pdf. (Page 1)

45 United States Department of the Interior. Bureau of Indian Affairs. (2011). Title 25 – Indians. Washington, DC: U.S. Government Printing Office. Retrieved from http://www.gpo.gov/fdsys/pkg/CFR-2012-title25-vol1/xml/CFR-2012-title25-vol1-part20.xml 46 United States Department of Labor. (2010). Defining Public Law 02-477. Washington, DC: Retrieved from http://www.doleta.gov/dinap/cfml/477glnc1.cfm

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CalFresh/Supplemental Nutrition Assistance Program (SNAP) Program Name CalFresh/Supplemental Nutrition Assistance Program Current Categorically Eligible? Yes Alignment with CARE/ESA? Yes, in terms of household income cap, but not a match on income definition specifics

(inclusions, exclusions) Income Based on FPG? Yes Income Requirement CalFresh is indexed to 130 percent of the FPG or 165 percent of the FPG if the

household has an elderly or disabled individual. Income Notes Information gleaned from the application allows up-to ten individuals to comprise the

household, while each additional person after eight must add $406 gross/$312 net to the overall net income of the household. There is an additional resource check with an explicit $2,000 limit.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Household

Unit of Measure Definition In CalFresh/SNAP, a household is defined as an individual or a group of people who buy food and prepare meals together to eat at home.47

Other Eligibility Criteria There is no cap on the number of participants; the program is available to any and all individuals living in home who apply for CalFresh benefits. Unlike CARE and ESA, CalFresh has a work requirement for its participants of 20 hours per week to remain eligible.

Frequency to Reapply/Reassess Eligibility

Eligibility is reassessed on a quarterly basis. Recipients are required to complete such a report to ensure there are no changes or violation within the household. The quarterly report must be complete and submitted to continue to receive services; the household’s benefits will not be altered during the evaluation of the submitted report for up to 3 months will the review is being conducted.

Overview The CalFresh Program is California’s Federally implemented Supplemental Nutrition Assistance Program (SNAP) formerly known as the Food Stamps program; its aim is to improve the health and well-being of families and individuals by assisting with the provision needed to meet the clients nutritional needs. SNAP is administered at the Federal level by the U.S. Department of Agriculture (USDA). CalFresh is administered in California by the California Department of Social Services (CDSS), and the departments of human or social services in each of the 58 counties within the state. In addition to being available to California citizens, the program also serves legal immigrants living in California who meet set criterion. Serving more than 3 million individuals in California, CalFresh aims to serve the low-income community through estimation of what it would cost to provide a household with nutritious, low-cost meals; these estimations are revised on a yearly basis to maintain alignment with fluctuation in food prices. With this service the average household benefit received equates to roughly $200 monthly.

47 United States Department of Agriculture. (2012). Supplemental Nutrition Assistance Program: Eligibility. Retrieved From: http://www.fns.usda.gov/snap/applicant_recipients/eligibility.htm

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CalWORKs/Temporary Assistance to Needy Families (TANF)48

Program Name CalWORKS/TANF Current Categorically Eligible? Yes Alignment with CARE/ESA? No – based on income requirement and unit of measure Income Based on FPG? No - CalWORKs has scaled income limits based on family size. Income Requirement Have a net monthly income less than the maximum aid payment for family size and less

than $2000 in cash, bank, accounts and other resources ($3000 if 60 years or older) Income Notes CalWORKS has several income source exemptions that are not present in the

CARE/ESA income definition. The income eligibility guidelines are tied to program payments based on family size, car ownership and other resources, and regulations do not provide straight forward comparison to FPG. Specifically, SSI benefits, loans, and Earned Income Tax Credits are income source exemptions in CalWORKS; the program deducts $112 from each working family member, which is added to a participant’s unearned income. A family may possess up to $2,000 in resources ($3,000 if the family includes someone 60 or over). However, not all income and possessions are included in this requirement. For example, an individual’s home, house goods, and certain trusts are not counted as these items are not readily accessible to serve as a financial support for a family.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition The family receiving CalWORKS/TANF is defined as an individual/family receiving cash aid and participating in Welfare to Work services.49

Other Eligibility Criteria Participation is limited to households with minor children and either an absent or deceased parent. The amount of a family's monthly assistance payment depends on a number of factors, including the number of people who are eligible and the special needs of any of those family members. The income of the family is considered in calculating the amount of cash aid the family receives. Prospective program participants must: • Provide proof of regular school attendance for all school age children • Provide proof of immunizations for all children under the age of six. • Cooperate with child support requirements • Participate in welfare-to-work activities • Perform 32 hours of work related activities per week for a single parent household or

35 hours per week in a two-parent household. • There is no cap on the number of potential participants in the program.

Frequency to Reapply/Reassess Eligibility

Eligibility is reassessed on a quarterly basis. Recipients are required to complete such a report to ensure there are no changes or violation within the family receiving assistance. The quarterly report must be complete and submitted to continue to receive services; benefits will not be altered during the evaluation of the submitted report.

Overview Administered by the California Department of Social Services (CDSS), and delivered locally by the 58 counties within the state of California, the California Work Opportunity and Responsibility to Kids, or CalWORKs, is the state’s implementation of the Federal government’s Temporary Assistance for Needy Families (TANF) program.

48 California Department of Social Services. (2007). California Work Opportunity and Responsibility to Kinds (CalWORKs). Retrieved from http://www.cdss.ca.gov/calworks/default.htm 49 Information obtained from Merda County, CA CalWORKs office.

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Following are the four purposes of TANF as defined by the US Department of Health and Human Services, Administration for Children and Families, Office of Family Assistance:

• Provide assistance to needy families so that children can be cared for in their own homes

• Reduce the dependency of needy parents by promoting job preparation, work and marriage

• Prevent and reduce unplanned pregnancies among single young adults

• Encourage the formation and maintenance of two-parent families50

CalWORKs provides cash assistance and services to eligible families within the state on a monthly basis to subsidize housing, food, medical services, and other expenses. The CalWORKs program is funded by a combination of Federal, state, and local funds with Federal funding provided through an annual $3.7 billion Federal TANF block grant (subject to change); the state of California must contribute at least $2.9 billion from various non-Federal sources to meet a maintenance–of–effort (MOE) requirement in order to receive the full aforementioned block grant. Eligible families must meet citizenship, age, income, and other factors for assistance, with services being commonly available to: low-income caretaker relatives of a foster child(ren); families with a child(ren) when both parents are in the home but the principal earner is unemployed; and families that have a child(ren) in the home who has been deprived of parental support or care because of the absence, disability or death of either parent.

Head Start Income Eligible (Tribal Only) Program Name Head Start (Tribal Only) Current Categorically Eligible? Yes Alignment with CARE/ESA? No – based on unit of measure Income Based on FPG? Yes Income Requirement More stringent income eligibility than CARE/ESA, the American Indian Head Start

requires applicants to show a family income at or below 100 percent of the FPG51. No cap on the number of individuals that can be served in an eligible family or household.

Income Notes 100 percent of the FPG is equal to $11,170 for an individual and $23,050 for a family of four. Tribes may also enroll additional children in the community who do not meet the low-income criteria, as long as the Head Start program predominantly serves children who meet the low income criteria.52

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition Family means all persons living in the same household who are (1) supported by the income of the parent(s) or guardian(s) of the child enrolling or participating in the program, and (2) related to the parent(s) or guardian(s) by blood, marriage, or adoption.53

50 United States Department of Health and Human Services. Administration for Children and Families. Office of Family Assistance. (2012). About TANF. Retrieved from http://www.acf.hhs.gov/programs/ofa/programs/tanf/about 51 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992, October 9). In Head Start program performance standards and other regulations 45 CFR 1305 (Section 1305.4). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements/1305/1305.4%20Age%20of%20children%20and%20family%20income.htm 52 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (2007). Improving Head Start for School Readiness Act of 2008, Pub. L. No. 110-134. Participation in Head Start Programs (42 U.S.C. 9840). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Act/headstartact.html#645 53 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992). In Head Start program performance standards and other regulations 45 CFR 1305 (Section 1305.2). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements/1305/1305.2%20Definitions.htm

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Other Eligibility Criteria Available to families with a child between 3 and 5 years old. Frequency to Reapply/Reassess Eligibility

Children participating in Head Start programs that have been found to be income eligible retain that eligibility though that enrollment year and the immediately succeeding enrollment year. This policy differs from both CARE and ESA; ESA enrollment only occurs once and CARE includes provisions for recertifying income eligibility every two years for households on a non-fixed income and every four years for households on a fixed income. All three programs revisit their program eligibility requirements on an annual basis, Head Start as a result of updated FPG, and CARE and ESA as a result of the annual review of CE programs.

Overview Head Start is a Federal program that provides comprehensive educational, health, nutritional, social, and other services to enrolled children and their families, with the aim of promoting the school readiness of children between the ages of three and five. 54 Grants are awarded directly to public or private non-profit organizations, as well as for-profit agencies, which must be located in the community they will be serving. At present, the Head Start program serves more than 909,000 low-income children and their families nationwide, with a funding level of over $6.8 billion. California’s Head Start program is the largest in the country, with the most current data indicating that there are over 2,200 Head Start programs, centers, and grantees in the State, including 23 Tribal Head Start programs and grantees.55

Healthy Families A & B

Tribal Head Start programs and grantees adhere to the same Federal program guidelines and performance standards that govern all Head Start programs.

Program Name Healthy Families A&B Current Categorically Eligible? Yes Alignment with CARE/ESA?

NOTE: Participants in this program are transitioning to Medi-Cal and should be removed from the Categorical Eligibility List56

Income Based on FPG? Income Requirement Income Notes Unit of Measure for Income Determination (Household, Family, Individual, Other) Unit of Measure Definition Other Eligibility Criteria Frequency to Reapply/Reassess Eligibility Overview The California Healthy Families Program (Categories) A&B is California’s implementation of the Federal Children’s Health Insurance Program (CHIP), which provides low cost insurance including health, dental, and vision coverage to children who do not have insurance, and do not qualify for Medi-Cal. CHIP is a

54 United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). About Head Start. Retrieved from http://www.acf.hhs.gov/programs/ohs/about 55 United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). Head Start Locator. Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/HeadStartOffices#map-home 56 California Healthy Families Program. (2012) Healthy Families Program. Retrieved from http://www.healthyfamilies.ca.gov/HFProgram/default.aspx

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Federal program administered by the U.S. Department of Health and Human Services, and is administered in California as the Healthy Families program by the California Managed Risk Medical Insurance Board, with regular block grant funding in the 2011 fiscal year reaching upwards of $201 million. The program is geared to serve children until their nineteenth birthday and there is no limit to the number of children in a family who can receive insurance in the Healthy Families program. As of January 2013, all children within the Healthy Families Program will be transitioned over to Medi-Cal over the course of the calendar year. During this transition period children within the current Healthy Families Program will not lose health, dental, or vision coverage. This program should be removed from the Categorical Eligibility list given the transition to Med-Cal.

Low-Income Home Energy Assistance Program (LIHEAP) Program Name Low-Income Home Energy Assistance Program (LIHEAP) Current Categorically Eligible? Yes Alignment with CARE/ESA? No - based on income requirement Income Based on FPG? No (not in California) Income Requirement LIHEAP in California is indexed to 60 percent of the state’s median income, as the statute

states that LIHEAP can be indexed to either 60 percent of the state’s median income or 150 percent of FPG, whichever is higher.57 For households with five persons of less, LIHEAP is less stringent than CARE and ESA. For six people or more, it is more stringent (see Appendix II).

Income Notes The median income for a family of four in California is $77,896, and from that number is found 60 percent of the state’s median income, which is adjusted for family size. Based on 2012 FPG, every household size and associated income as defined in LIHEAP will exceed the income eligibility criteria of CARE/ESA (200 percent FPG).

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Household/Family

Unit of Measure Definition Household and family are used interchangeably in the approved LIHEAP state plan.58 Other Eligibility Criteria In addition to income, households where one or more individuals are receiving SNAP

(CALFresh) benefits are eligible for LIHEAP. SNAP (CALFresh) benefits also confer eligibility for CARE and ESA.

Frequency to Reapply/Reassess Eligibility

In LIHEAP, households must reapply every year, while CARE requires re-enrollment every two years (every four years if fixed income) and ESA is a one-time benefit to the home itself.

Overview The Low-Income Home Energy Assistance Program, LIHEAP, funded by the U.S. Department of Health and Human Services, offers financial assistance to eligible low-income households to offset energy costs. Specifically, to offset the cost of heating and/or cooling a home, and/or having the home weatherized to

57 United States Department of Health and Human Services. Administration for Children and Families. (2012, December 11). LIHEAP Clearinghouse. Retrieved from http://www.liheap.ncat.org/tables/FY2013/POP13.htm 58 California Health and Human Services Agency, Department of Community Services and Development. (2012, August 30). In State of California’s Low-income Home Energy Assistance Program (LIHEAP) detailed state plan application for federal fiscal year 2013. (Page 17). Retrieved from http://www.csd.ca.gov/Portals/0/Documents/State%20Plans/2013%20StatePlan_complete_Web.pdf

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improve energy efficiency. LIHEAP, which also provides financial crisis assistance, served 220,132 households in California in 2012.59

Medi-Cal

Program Name Medi-Cal Current Categorically Eligible? Yes Alignment with CARE/ESA? No - based on income requirement and unit of measure Income Based on FPG? Yes Income Requirement Between 100-250 percent FPG Income Notes Medi-Cal income eligibility is varied between 100 percent and 250 percent of the FPG.

For the Children Ages 6 – 19 Program, for example, the income ceiling is 100 percent of the poverty level, while it is 133 percent for Children Ages 1 through 6. The Working Disabled Program, on the other end of the spectrum, is indexed to 250 percent of the FPG.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Individual or Family

Unit of Measure Definition There is no cap on the number on enrolled persons in the family, and a person may receive benefits as long as they qualify; there is no time limit on benefits.

Other Eligibility Criteria N/A Frequency to Reapply/Reassess Eligibility

Eligibility is re-determined at least once every twelve months, which is more frequent than CARE.

Overview Medi-Cal is California's Medicaid health insurance program, which pays for a variety of medical services for children and adults with limited income and resources. Medi-Cal is supported by Federal Medicaid funds and required matching state funds. The Medicaid program is administered by the Federal Department of Health and Human Service. Medi-Cal is administered and implemented by the California Department of Health Care Services, with local county offices determining eligibility.60 For 2009, the last year for which data are available, more than 11 million people in California were enrolled in Medi-Cal, and Medi-Cal spending in 2010 was $42.1 billion. There is no time limit for participation as long as you continue to meet eligibility requirements that are updated every year, including: Public Assistance, Medically Needy, Medically Indigent, or Special Programs, including Pregnant Women, Confidential Medical Services Available to Persons under Age 21, Former Foster Child Program, and others. As part of the Public Assistance eligibility, recipients of Supplemental Security Income/State Supplementary Payment (SSP) are automatically eligible for Medi-Cal, and recipients of CalWORKS and other public assistance programs may be eligible, with the final determination made by county offices. 61

59 United States Department of Health and Human Services. Administration for Children and Families. (2013, January 7). Low Income Energy News. Retrieved from http://www.liheap.ncat.org/# 60 California Department of Health Care Services. (2012). Medi-Cal what it means to you. Retrieved from http://www.dhcs.ca.gov/formsandpubs/publications/Documents/PUB68.pdf 61 California Department of Health Care Services. (2012). Medi-Cal what it means to you. Retrieved from http://www.dhcs.ca.gov/formsandpubs/publications/Documents/PUB68.pdf

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National School Lunch Program (NSLP) Program Name National School Lunch Program Current Categorically Eligible? Yes Alignment with CARE/ESA? Yes, in terms of household income cap, but not a perfect match on income definition

(inclusions, exclusions) Income Based on FPG? Yes Income Requirement Stricter income eligibility requirements than CARE/ESA. In order to qualify for free or

reduced-price meals, children must come from families with incomes at or below 185 percent of the FPG, with those from families with incomes at or below 130 percent of the FPG eligible for free meals. 62

Income Notes 185 percent and 130 percent of the FPG are equal to $42,642.50 and $29,965, respectively, for a family of four.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Household

Unit of Measure Definition Household composition for the purpose of making an eligibility determination for free and reduced priced benefits is based on economic units. An economic unit is a group of related or unrelated individuals who are not residents of an institution or boarding house but who are living as one economic unit, and who share housing and/or significant income and expenses of its members. Generally, individuals residing in the same house are an economic unit. However, more than one economic unit may reside together in the same house. Separate economic units in the same house are characterized by prorating expenses and economic independence from one another.63

Other Eligibility Criteria Students from low-income families. Frequency to Reapply/Reassess Eligibility

Children participating in the National School Lunch Program retain their eligibility from the date of eligibility for the current school year and up to 30 operating days in the subsequent school year. There is no cap on the number of eligible participants per household and the program eligibility guidelines are revisited on an annual basis.

Overview The National School Lunch Program is a federally assisted meal program that provides nutritionally balanced, low-cost or free lunches to eligible students at over 100,000 public and non-profit private schools and residential child care institutions.64 In 2011, the program served more than 31 million children nationwide, including over 3.2 million children in California. While the Food and Nutrition Service administers the National School Lunch Program at the Federal level, at the state level, the Program is commonly administered by State education agencies though agreements with local school food authorities.65

In FY 2011, the National School Lunch Program accounted for $11.1 billion in Federal spending.

62 United States Department of Agriculture. Food and Nutrition Service. (2011, March 25). Notice of Child Nutrition Programs—Income Eligibility Guidelines. Retrieved from http://www.fns.usda.gov/cnd/governance/notices/iegs/IEGs11-12.pdf 63 United States Department of Agriculture. Food and Nutrition Service. (2012, August). In Eligibility manual for school meals: Determining and verifying eligibility. (Page 31). Retrieved from http://www.fns.usda.gov/cnd/Guidance/EliMan.pdf 64 United States Department of Agriculture. Food and Nutrition Service. (2012, August). National School Lunch Program fact sheet. Retrieved from http://www.fns.usda.gov/cnd/lunch/AboutLunch/NSLPFactSheet.pdf 65 United States Department of Agriculture. Food and Nutrition Service. (2012, August). National School Lunch Program fact sheet. Retrieved from http://www.fns.usda.gov/cnd/lunch/AboutLunch/NSLPFactSheet.pdf

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Supplemental Security Income (SSI) Program Name Supplemental Security Income Current Categorically Eligible? Yes Alignment with CARE/ESA? No –based on unit of measure Income Based on FPG? No Income Requirement Generally, individuals are eligible for SSI when their total countable income is less than

the Federal SSI benefit rate plus the any state supplemental payment. For 2013, the maximum monthly Federal SSI benefit rate is $710 for an individual and $1,066 for a couple and $356 for an essential person.66 In 2012, California’s State Supplemental Payment amounted to an additional $156.40 for an individual and $396.20 for a couple.67 This translates to much stricter eligibility requirements than for CARE and ESA.

Income Notes In addition to meeting the primary non-income requirements - being blind, disabled, or age 65 or older – applicants for SSI must also meet set income requirements, which are calculated differently than those of CARE and ESA.68 For SSI, an applicant’s countable income is used to determine both their eligibility status and benefit amount. In this case, countable income refers to the figure arrived at when adding an individual’s earned, un-earned, and in-kind income and then subtracting applicable SSI income exemptions.69

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Individual or Couple

Unit of Measure Definition The Social Security Administration defines an eligible couple as two SSI eligible individuals who are legally married under the laws of the State where they have a permanent home, living together in the same household and holding themselves out as husband and wife to the community in which they live, or determined by SSA to be entitled to either husband's or wife’s Social Security benefits as the spouse of the other.70 Eligible couples only exist when both members of the couple are SSI eligible, not when an individual is married to an ineligible spouse.71

Other Eligibility Criteria No cap on the number of individuals in a family or household that can be covered. Frequency to Reapply/Reassess Eligibility

Once receiving benefits, an enrollee’s eligibility is re-determined generally one every one to six years.72

Overview SSI is a Federal program that provides cash support to low-income individuals who are blind, disabled, or age 65 or older. Unlike Social Security, which is funded through dedicated payroll taxes, SSI payments are made using U.S. Treasury General Funds, with certain states, including California, supplementing Federal SSI payments with state funds. As of the end of 2011, nearly 1.3 million individuals in California were receiving SSI assistance.

66 United States Social Security Administration. (2012, October). SSI Federal Payment Amounts for 2013. Retrieved from http://www.ssa.gov/oact/cola/SSI.html 67Disability Benefits 101. (2013) SSI FAQs. Retrieved from http://ca.db101.org/ca/programs/income_support/ss_disability/ssi/faqs.htm#_q339 68 United States Social Security Administration. (2012, October). Income exclusions for SSI program. Retrieved from http://www.ssa.gov/oact/cola/incomexcluded.html 69 United States Social Security Administration. (2012, December). SSI income. Retrieved from http://www.ssa.gov/ssi/text-income-ussi.htm 70 United States Social Security Administration. (1995, March 30). In Code of Federal regulations. (Section 416.1802 Effects of marriage on eligibility and amount of benefits). Retrieved from http://www.socialsecurity.gov/OP_Home/cfr20/416/416-1802.htm 71 United States Social Security Administration. (1995, March 30). In Code of Federal regulations. (Section 416.1802 Effects of marriage on eligibility and amount of benefits). Retrieved from http://www.socialsecurity.gov/OP_Home/cfr20/416/416-1802.htm 72 United States Social Security Administration. (2012, December). Understanding Supplemental Security Income Redeterminations. Retrieved from http://www.socialsecurity.gov/ssi/text-redets-ussi.htm

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Tribal Temporary Assistance to Needy Families (TANF) Program Name Tribal TANF Current Categorically Eligible? Yes Alignment with CARE/ESA? No, based on unit of measure Income Based on FPG? Yes Income Requirement In California, the income eligibility for Tribal TANF participation ranges between 125-200

percent FPG. Income Notes The program essentially allows Tribes to define their service area, service population,

time limits within the 60 month Federal guideline), and eligibility criterion among other standards. With 16 Tribes in California serving 52 counties73 from an appropriation of $87 million, the eligibility requirements for assistance vary greatly between Tribes based upon the needs of the community.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition Tribal TANF programs define their own measurement unit based on community needs. Other Eligibility Criteria N/A Frequency to Reapply/Reassess Eligibility

Tribal TANF programs define their reapply/reassess timeframe based on community needs.

Overview The Tribal TANF program in California is an extension of the Personal Responsibility and Work Opportunity Reconciliation Act (PRWORA), which gave federally recognized Tribes the autonomy, under Federal guidelines, to independently design, implement, and administer their own TANF program. Tribes are provided block grants by the US Department of Health and Human Services, Administration for Children and Families, Office of Family Assistance. The flexibility granted to the Tribes encourages work, responsibility and strengthening of families as long as the activities are consistent with the four purposes of TANF, described in the CalWorks/TANF program overview.

Women, Infants & Children (WIC)74

Program Name Women, Infants & Children (WIC) Current Categorically Eligible? Yes Alignment with CARE/ESA? Yes, in terms of household income cap, but not a perfect match on income definition

(inclusions, exclusions) Income Based on FPG? Yes Income Requirement 185 percent of FPG for WIC75 Income Notes Numerous income exemptions, including certain financial assistance, loans, rebates.76 Unit of Measure for Income Determination (Household,

Family or Household

73 California Department of Social Services. (2012). California Tribal TANF Program. Retrieved from http://tribaltanf.cdss.ca.gov/ 74 Note that the grammar used when spelling out the WIC program name varies across federal and state websites and program titles. This report does not place a comma after “infants” and uses an ampersand instead of the word “and”. The resulting “Women, Infants & Children” name is based on the logo in the right margin on the following website: http://www.cdph.ca.gov/programs/wicworks/Pages/default.aspx 75 United States Department of Agriculture. Food and Nutrition Service. (2011, July 1). WIC Income Eligibility Guidelines 2011-2012. Retrieved from http://www.fns.usda.gov/wic/howtoapply/incomeguidelines11-12.htm 76 California Department of Public Health. (2009). California WIC Program Manual. Retrieved from http://www.cdph.ca.gov/programs/wicworks/Documents/WPM/WIC-WPM-210-04.pdf

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Family, Individual, Other) Unit of Measure Definition The family unit/size is a group of related or nonrelated individuals who live together as

one household/economic unit. These individuals share income and consumption of goods or services.77

Other Eligibility Criteria • Participants are restricted to women who are pregnant, breastfeeding or who have just had a baby, and children under five.

• Participants in SNAP, Medi-Cal, TANF, and SSI are automatically deemed income eligible to participate in WIC.

• There is no cap on the number of potential participants in the program, proof of income eligibility must be provided to enroll, and proof of enrollment in the public assistance programs above may be used as proof.

Frequency to Reapply/Reassess Eligibility

N/A

Overview Funded through the U.S. Department of Agriculture, WIC is a health and nutrition program for pregnant women, infants and children up to age five that provides assistance for buying healthy supplemental foods from WIC-authorized vendors; nutrition education; and help finding healthcare and other community services. In the 650 sites throughout California, over 1.45 million participants are served every month.78

77 California Department of Public Health. California State WIC Plan 2012-2013 Section III State Operations VIII Certification and Eligibility 2012-2013. Retrieved from http://www.cdph.ca.gov/programs/wicworks/Documents/State%20Plan%202012-2013/VIII%20Certification%20and%20Eligibility%202012-2013.pdf 78 California Department of Public Health. (2013, January 2) Women, Infants and Children Program. Retrieved from http://www.cdph.ca.gov/programs/wicworks/Pages/default.aspx

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FINDINGS FROM REVIEW OF PROGRAMS THAT ARE NOT ON THE CURRENT CATEGORICAL

ELIGIBILITY PROGRAM LIST

Child Care and Development Block Grant (CCDBG)79

Program Name Child Care and Development Block Grant Current Categorically Eligible? No Alignment with CARE/ESA? No, based on income requirement and unit of measure Income Based on FPG? No Income Requirement Family income at or below 85 percent of the State Median Income, which is less stringent

than CARE and ESA (see Appendix II). Income Notes N/A Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition N/A Other Eligibility Criteria Children receiving child care as a result of Child Care and Development Block Grant

funding must be living with parent(s) who are working or enrolled in school or training, or in need of protective services. Note that according to the most recently available US Department of Health & Human Services (HHS) administrative data, unregulated child care providers constituted approximately 19 percent of all providers receiving Child Care and Development Fund support from HHS in FY 2010.

Frequency to Reapply/Reassess Eligibility

N/A

Overview The Child Care and Development Block Grant (CCDBG) is a program designed to assist low-income families in obtaining child care so that parents can work or participate in educational or training activities. The purpose of the CCDBG is to increase the availability, affordability, and quality of child care services and assists the families of approximately 1.7 million children nationwide obtain child care services each month.80

County Low-Income Health Programs

Funding for the CCDBG comes from the Child Care and Development Fund (CCDF), which is administered by the Office of Child Care within the U.S. Department of Health and Human Services. In FY 2012, California received $244,004,509 in funding from the CCDF.

Program Name County Low-Income Health Programs Current Categorically Eligible? No Alignment with CARE/ESA? Yes-Alameda and Contra Costa County Programs; No-the others Income Based on FPG? Yes Income Requirement N/A

79 Catalog of Federal Domestic Assistance. (2012) Child Care and Development Block Grant. Retrieved from https://www.cfda.gov/index?s=program&mode=form&tab=core&id=ea6d4aea3cba5d410cc4056deda58bf2

80 United States Department of Health and Human Services. Administration for Children and Families. (2012). Child Care and Development Block Grant Act of 1990, as amended, 42 U.S.C 9858; Consolidated Appropriations Act, 2012, PL 112-74. Retrieved from https://www.cfda.gov/index?s=program&mode=form&tab=core&id=ea6d4aea3cba5d410cc4056deda58bf2

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Income Notes Alameda County81 and Contra Costa County82 both participate in the Medi-Cal Coverage Expansion (MCE), which is a program designed for adults whose household income is at or below 133 percent of the FPG. In addition, these two counties participate in the Health Care Coverage Initiative (HCCI), a program aimed at adults (19-64 years of age) whose gross household income is between 134-200 percent of the FPG.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Varies depending on the County program

Unit of Measure Definition N/A Other Eligibility Criteria While most of these programs have eligibility criteria that do not align with those of CARE

and ESA, programs operated in two of the 58 California counties – Alameda and Contra Costa – do have eligibility criteria that either align with or are more stringent than CARE and ESA. The remaining 56 counties in California participate in low-income health programs that do not align with CARE and ESA eligibility criteria. A number of counties participate in programs, such as the County Medical Services Program (CMSP), that base eligibility off of individual rather than household income. For the 35 counties that participate in CMSP, eligibility is limited to individuals with net non-exempt income at or below 200 percent of the FPG. Several counties also operate programs with income eligibility requirements that are less stringent than those of CARE or ESA. For example, the Healthy San Francisco Program in San Francisco County serves residents with an income at or below 500 percent of the FPG, which is far greater than the CARE and ESA income requirement of at or below 200 percent of the FPG.

Frequency to Reapply/Reassess Eligibility

N/A

Overview All counties in California participate in certain low-income health programs run either by the counties themselves or by the State or Federal governments. While most of these programs have eligibility criteria that do not align with those of CARE and ESA, programs operated in two of the 58 California counties – Alameda and Contra Costa – do have eligibility criteria that either align with or are more stringent than CARE and ESA. The remaining 56 counties in California participate in low-income health programs that do not align with CARE and ESA eligibility criteria. A number of counties participate in programs, such as the County Medical Services Program (CMSP), that base eligibility off of individual rather than household income. For the 35 counties that participate in CMSP, eligibility is limited to individuals with net non-exempt income at or below 200 percent of the FPG. Several counties also operate programs with income eligibility requirements that are less stringent than those of CARE or ESA. For example, the Healthy San Francisco Program in San Francisco County serves residents with an income at or below 500 percent of the FPG, which is far greater than the CARE and ESA income requirement of at or below 200 percent of the FPG.

81 Alameda County Health Care Services Agency. (2011, July 1). HealthPAC plan: Eligibility, application, enrollment, and services interpretations and procedures. Retrieved from http://www.dhcs.ca.gov/provgovpart/Documents/LIHP/Deliv/Alameda/18.2HPACPlan.pdf 82 Contra Costa Health Services. (2011, June). The Medi-Cal expansion program. Retrieved from http://www.dhcs.ca.gov/provgovpart/Documents/LIHP/Deliv/Contra/15.1MCEGuide.pdf

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Head Start Program Name Head Start Current Categorically Eligible? No Alignment with CARE/ESA? No – based on unit of measure Income Based on FPG? Yes Income Requirement More stringent income eligibility than CARE/ESA, the Head Start requires applicants to

show a family income at or below 100 percent of the FPG83. There is no cap on the number of individuals that can be served in an eligible family or household.

Income Notes 100 percent of the FPG is equal to $11,170 for an individual and $23,050 for a family of four.

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition Family means all persons living in the same household who are (1) supported by the income of the parent(s) or guardian(s) of the child enrolling or participating in the program, and (2) related to the parent(s) or guardian(s) by blood, marriage, or adoption.84

Other Eligibility Criteria Available to families with a child between 3 and 5 years old. Frequency to Reapply/Reassess Eligibility

Children participating in Head Start programs that have been found to be income eligible retain that eligibility though that enrollment year and the immediately succeeding enrollment year.

Overview Head Start is a Federal program that provides comprehensive educational, health, nutritional, social, and other services to enrolled children and their families, with the aim of promoting the school readiness of children between the ages of three and five. 85 Grants are awarded directly to public or private non-profit organizations, as well as for-profit agencies, which must be located in the community they will be serving. At present, the Head Start program serves more than 909,000 low-income children and their families nationwide, with a funding level of over $6.8 billion. California’s Head Start program is the largest in the country, with the most current data indicating that there are over 2,200 Head Start programs, centers, and grantees in the State, including 23 Tribal Head Start programs and grantees.86

Housing Choice Voucher Rent Assistance Program (Section 8)

Program Name Housing Choice Voucher Rent Assistance Program Current Categorically Eligible? No Alignment with CARE/ESA? No, based on income requirement (some Section 8 income requirements are less

stringent than CARE/ESA) and unit of measure Income Based on FPG? No

83 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992, October 9). In Head Start program performance standards and other regulations 45 CFR 1305 (Section 1305.4). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements/1305/1305.4%20Age%20of%20children%20and%20family%20income.htm 84 United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992). In Head Start program performance standards and other regulations 45 CFR 1305 (Section 1305.2). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements/1305/1305.2%20Definitions.htm 85 United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). About Head Start. Retrieved from http://www.acf.hhs.gov/programs/ohs/about 86 United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). Head Start Locator. Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/HeadStartOffices#map-home

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Income Requirement Program income limits are adjusted for family size and level of income, divided between: • Extremely low-income, defined as 30 percent or less of the median family income for

the administered area; • Very low-income, defined as 50 percent or less of the median family income for the

administered area; and • Low-income, defined as 80 percent or less of the median family income for the

administered area.87

The requirements for extremely low-income and very low-income are more stringent than for CARE and ESA, but the requirements for low-income are less stringent (See Appendix II).

Income Notes N/A Unit of Measure for Income Determination (Household, Family, Individual, Other)

Individual or Family

Unit of Measure Definition Family can be considered a single person, a pregnant woman or a household with children under 18 living with parents or legal custodians.88

Other Eligibility Criteria Eligible individuals and families must meet citizenship, income, and other factors in order to receive assistance, with particular priorities placed on: families that have minor children, and/or are headed by a disabled senior; and families living in sub-standard housing, or that have to spend more than 50 percent of total salary on rent. There is no cap on family size.

Frequency to Reapply/Reassess Eligibility

Income eligibility must be provided on an annual basis.

Overview Section 8 is a Federal housing program which provides housing assistance to low-income families, the elderly, and the disabled. Its primary aim is to provide low-income individuals and families with the opportunity to afford safe and sanitary housing in the private market.89

Housing assistance is provided to Section 8 recipients in the form of rental subsidies, limiting the monthly rent payments required from the recipients. Since this assistance is provided on behalf of the family or individual, participants are able to find their own housing; whether it is a single-family home, townhome, or apartment. Funding is provided by the Congress, with the U.S. Department of Housing and Development overseeing it. Since Section 8 is administered at a county level, housing agencies (HA) across the nation administer these funds locally. In FY2013, over $19 billion has been allocated to the Department of Housing and Urban Development’s national tenant-based rental assistance programs. Within California, there are over 114 individual public housing agencies in 52 counties that are administering Section 8 Housing.

87 United States Department of Housing and Urban Development. (2009, August 1). In HUD Occupancy Handbook. (Chapter 3. Eligibility for Assistance and Occupancy). Retrieved from portal.hud.gov/hudportal/documents/huddoc?id=DOC_35645.pdf 88 United States Department of Housing and Urban Development. (2012). Glossary. Retrieved from http://portal.hud.gov/hudportal/HUD?src=/program_offices/housing/sfh/buying/glossary 89 United States Department of Housing and Urban Development. Housing Choice Vouchers Fact Sheet. http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/hcv/about/fact_sheet

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Supportive Housing for the Elderly Program (Section 202) 90

Program Name Supportive Housing for the Elderly Program Current Categorically Eligible? No Alignment with CARE/ESA? No, based on unit of measure Income Based on FPG? No Income Requirement Applicant’s income level has to be at or below 50 percent of the area median income,

which is more stringent than CARE and ESA (see Appendix II). Priority is generally given to those individuals currently paying 50 percent of their income in rent, the involuntarily displaced, and those living in substandard housing.

Income Notes Income eligibility criteria for Section 202 housing are mostly handled at the facility level, and each facility has its own eligibility requirements. The average income of a Section 202 resident is approximately $10,000 a year.91

Unit of Measure for Income Determination (Household, Family, Individual, Other)

Family

Unit of Measure Definition Very low-income household comprised of at least one person who is at least 62 years old at the time of initial occupancy.

Other Eligibility Criteria While there are minimal non-income eligibility criteria involved in Section 202 housing, it is required that at least one person in household (in this program, household is used to reference family) must be at least 62 years old.

Frequency to Reapply/Reassess Eligibility

N/A

Overview Section 202 is a Federal program that helps expand the supply of affordable housing and supportive services for the elderly. The program provides very low-income elderly with the opportunities and options to live independently in an environment that offers various supportive services like cooking, transportation, and cleaning. With $545 million in Federally funded grants administered by the United States Department of Housing and Urban Development (HUD), Section 202 supplies it’s participants with housing benefits in the form of inexpensive monthly rent of homes or apartments in group residential settings. The participants do not receive cash benefits for assistance, rather their rents are reduced, and therefore assisted housing benefits can only be applied towards housing costs. Section 202 housing attempts to reduce participant rental expenses to less than 50 percent of their monthly income.92

That said, benefit decisions are made at the facility level and each one differs.

90 United States Department of Housing and Urban Development Section 202 Portal, http://portal.hud.gov/hudportal/HUD?src=/program_offices/housing/mfh/mfinfo/sec202ptl 91 Paying for Senior Care. (2012, August). Government Housing Options and Long Term Senior Care. Retrieved from http://www.payingforseniorcare.com/longtermcare/resources/hud_section_202.html 92 Congressional Research Service. (2010, September 13). Section 202 and Other HUD Rental Housing Programs for Low-Income Elderly Residents. Retrieved from http://aging.senate.gov/crs/aging13.pdf

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CONCLUSION This report contains information on the project background, approach and key findings of a comparison between the eligibility requirements of the CARE/ESA programs, current categorically eligible CARE/ESA programs, and other Federal, State, and County-level public assistance programs for low-income individuals. ICF was asked to examine the programs that are currently on the categorical eligibility list and determine their alignment with the CARE and ESA program eligibility requirements. We were also asked to identify and research other programs to evaluate their level of alignment with the CARE/ESA program eligibility criteria. To be considered in alignment, a program had to have at least as stringent eligibility rules as those of the CARE and ESA programs based on the following two variables: 1) Income threshold at or below 200 percent of FPG; and 2) Income threshold that is applied to a household as a unit of measure, as opposed to individual or

family. If a program was determined to be in alignment on these two basic program elements, then a closer examination of the program’s income definition inclusions and exclusions was conducted to determine whether they were at least as restrictive as those cited in the General Order 153 Total Household Income definition that is used for CARE and ESA. ICF has explored different units of measure for programs, including household, family, and individual. In addition, we have developed a table to facilitate comparison between programs that use an income index that is different than FPG, such as State median income. The table, included in Appendix II, standardizes the nomenclature between FPG and other income index frameworks. After reviewing a mixture of current categorically eligible and other programs, including 58 County and 15 Federal and State programs, this report concludes that there is no match between the detailed eligibility requirements of the CARE/ESA programs when compared to those of the current categorically eligible CARE/ESA programs and other Federal, State, and County-level public assistance programs for low-income individuals. While CalFresh/SNAP, NSLP and WIC requirements align broadly with the CARE/ESA program 200 percent income eligibility cap and the use of household as a unit of measure; the inclusions and exclusions in each program’s income calculations prevent the three programs from matching the CARE/ESA eligibility criteria. In addition, the Head Start Income Eligible (Tribal Only) and general Head Start programs also use income eligibility caps at least as stringent as those of the CARE/ESA programs; however, they use family as a unit of measure. The definition of family in the Head Start programs lines up relatively well with the definition of household in the CARE/ESA programs and while misaligned in terms of unit of measure, Head Start is worth consideration as being relatively close to alignment.

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Lastly, while the Contra Costa and Alameda County Low-Income Health Programs demonstrate broad alignment with the CARE/ESA eligibility criteria of 200 percent FPG income cap and household unit of measure; including county programs in the list of statewide categorically eligible programs may create additional administrative confusion for the IOUs, especially as people move into and out of the counties.

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APPENDIX I: INFORMATION SOURCES93

(CITED IN REPORT AND MATRIX)

Alameda County Health Care Services Agency. (2011, July 1). HealthPAC plan: Eligibility, application, enrollment, and services interpretations and procedures. Retrieved from http://www.dhcs.ca.gov/provgovpart/Documents/LIHP/Deliv/Alameda/18.2HPACPlan.pdf

Benefits.gov. (2012) California National School Breakfast and Lunch program. Retrieved from: http://www.benefits.gov/benefits/benefit-details/1953*

California Department of Education. (2012, April 4). Income eligibility guidelines for free and reduced-price meals or free milk in child nutrition programs. Retrieved from http://www.cde.ca.gov/ls/nu/rs/scales1213.asp*

California Department of Education. (2012, June 15). California Head Start state collaboration office. Retrieved from http://www.cde.ca.gov/sp/cd/re/chssco.asp*

California Department of Health Care Services. (2012). Medi-Cal what it means to you. Retrieved from http://www.dhcs.ca.gov/formsandpubs/publications/Documents/PUB68.pdf

California Department of Public Health. (2013, January 2) Women, infants and children program. Retrieved from http://www.cdph.ca.gov/programs/wicworks/Pages/default.aspx

California Department of Social Services. (1996, December 1). Food Stamp regulations application process. Retrieved from: http://www.calfresh.ca.gov/entres/getinfo/pdf/fsman3.pdf*

California Department of Social Services. (2007). California Work Opportunity and Responsibility to Kids (CalWORKs). Retrieved from http://www.cdss.ca.gov/calworks/default.htm

California Department of Social Services. (2009, April). Food Stamps Application. Retrieved from http://www.cdss.ca.gov/foodstamps/entres/forms/english/DFA285A1.pdf *

California Department of Social Services (2012). 2012-13 Appropriations. Retrieved from http://www.cdss.ca.gov/cdssweb/entres/localassistanceest/2012-13LocalAssistanceAppropriationTable.pdf*

California Department of Social Services. (2012) CalFresh program. Retrieved from http://www.calfresh.ca.gov/default.htm*

California Department of Social Services. (2012) CalFresh eligibility and issuance requirements. Retrieved from http://www.calfresh.ca.gov/PG841.htm*

California Department of Social Services. (2012). California Tribal TANF Program. Retrieved from http://tribaltanf.cdss.ca.gov/

93 Bibliography entries followed by an asterisk (*) are sources that were utilized to populate the matrix.

33

California Department of Social Services. (2012, May). [Graphic representations of Percent of Population receiving CalWORKS by county in January 2012]. CalWORKS Program: Percent of Population Receiving CalWORKS. Retrieved from http://www.cdss.ca.gov/research/res/pdf/caltrends/CWPopRecJan12Map.pdf*

California Department of Social Services. (2012, May). Local assistance detail tables cost comparisons. Retrieved from http://www.cdss.ca.gov/cdssweb/entres/localassistanceest/May12/DetailTables.pdf*

California Department of Social Services. (2012). Supplemental Security Income-State Supplementary Payment. Retrieved from http://www.cdss.ca.gov/cdssweb/PG151.htm*

California Food Policy Advocates. (2011, January 12) Recommendations on CalFresh from California Working Families Policy Summit. Retrieved from http://ccrwf.org/wp-content/uploads/2011/01/cfpa-calfreshrecommendations-wfsummit2011-final.pdf*

California Head Start Association (2012). Head Start/Early Head Start in California data report. Retrieved from http://caheadstart.org/facts.html*

California Health and Human Services Agency, Department of Community Services and Development. (2012, August 30). State of California’s Low-income Home Energy Assistance Program (LIHEAP) detailed state plan application for federal fiscal year 2013. Retrieved from http://www.csd.ca.gov/Portals/0/Documents/State%20Plans/2013%20StatePlan_complete_Web.pdf

California Healthy Families Program. (2012) Healthy Families Program. Retrieved from http://www.healthyfamilies.ca.gov/HFProgram/default.aspx

California Public Utilities Commission. (2005, October). Energy Action Plan II: Implementation roadmap for energy policies. Retrieved from http://docs.cpuc.ca.gov/word_pdf/REPORT/51604.pdf

California Public Utilities Commission. (2011, December 1). General Order 153 Public Utilities Commission of the State of California procedures for administration of the Moore Universal Telephone Service Act (California Lifeline Program) General Order. Retrieved from http://docs.cpuc.ca.gov/WORD_PDF/GENERAL_ORDER/154648.pdf

California Public Utilities Commission. (2011, June 27). California Alternate Rates for Energy (CARE). Retrieved from http://www.cpuc.ca.gov/PUC/energy/Low+Income/care.htm*

California Public Utilities Commission. (2012, August 30). Decision on large Investor-Owned Utilities’ 2012-2014 Energy Savings Assistance (ESA) (formerly referred to as Low Income Energy Efficiency or LIEE) and California Alternate Rates for Energy (CARE) applications (Decision 12-08-044). Retrieved from http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M026/K217/26217743.PDF

34

Congressional Research Service. (2010, September 13). Section 202 and Other HUD Rental Housing Programs for Low-Income Elderly Residents. Retrieved from http://aging.senate.gov/crs/aging13.pdf

Contra Costa Health Services. (2011, June). The Medi-Cal expansion program. Retrieved from http://www.dhcs.ca.gov/provgovpart/Documents/LIHP/Deliv/Contra/15.1MCEGuide.pdf

Disability Benefits 101. (2013) Supplemental Security Income (SSI): The basics. Retrieved from http://ca.db101.org/ca/programs/income_support/ss_disability/ssi/program.htm

Energy Commission & Public Utilities Commission. (2005, October). Energy Action Plan II. Implementation roadmap for energy policies. Retrieved from http://docs.cpuc.ca.gov/word_pdf/REPORT/51604.pdf

Legislative Analyst’s Office. (2012, February 22). The 2012-13 budget: The governor’s CalWORKs and Child Care proposals. Retrieved from http://www.lao.ca.gov/analysis/2012/ss/calworks-child-care-022212.aspx*

Los Angeles County Department of Public Social Services. (2012). CalWORKs eligibility. Retrieved from http://www.ladpss.org/dpss/calworks/eligibility.cfm*

Los Angeles County Department of Public Social Services. (2012). CalWORKs time limits. Retrieved from http://www.ladpss.org/dpss/calworks/timelimits.cfm*

MassResources.Org. (2013). SNAP Food Stamps: General eligibility. Retrieved from http://www.massresources.org/snap-general-eligibility.html#household

National Conference of State Legislatures. (2007, May). SCHIP FAQ. Retrieved from http://www.ncsl.org/issues-research/health/schip-faq.aspx*

Pacific Gas and Electric Company. (2012). CARE (California Alternate Rates for Energy). Retrieved 19 December 2012 from http://www.pge.com/myhome/customerservice/financialassistance/care/postenrollment/

Pacific Gas & Electric Company. (2012). Energy Savings Assistance (ESA) and California Alternate Rates for Energy (CARE) Program Monthly Report For November 2012. Retrieved 2 January 2013 from http://www.liob.org/docs/PGE%20NOV12%20Low%20Income%20Program%20Monthly%20Report%20Tables.pdf

Pacific Gas & Electric Company. (2012). Energy Saving Assistance program. Retrieved 19 December 2012 from http://www.pge.com/myhome/customerservice/financialassistance/energysavingsassistanceprogram/faqs/

Pacific Gas & Electric Company. (2012, December 11). Telephone interview.

35

Pacific Gas & Electric. (2012, December 12). Telephone Interview.

Paying for Senior Care.(2012). Government housing options and long term senior care. Retrieved from http://www.payingforseniorcare.com/longtermcare/resources/hud_section_202.html

San Diego Gas & Electric. (2012, December 12). Telephone interview.

San Diego Gas & Electric. (2012). Monthly report of San Diego Gas & Electric Company (u 902 m) on Low-income Assistance Programs for November 2012. Retrieved 2 January 2013 from http://www.liob.org/docs/SDGE%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf

Senior Living.org. (2012, July 30). HUD-sponsored senior housing programs. Retrieved from http://www.seniorliving.org/lifestyles/hud-senior-housing-programs/*

Southern California Edison. (2012, December 13). Telephone interview.

Southern California Edison Company. (2012). Monthly report of Southern California Edison Company (u 338-e) on Low-income Assistance Programs for November 2012. Retrieved 2 January 2013 from http://www.liob.org/docs/SCE%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf

Southern California Gas Company. (2012). California Alternate Rates for Energy (CARE). Retrieved from http://www.socalgas.com/for-your-home/assistance-programs/care/*

Southern California Gas Company. (2012). Energy Savings Assistance Program. Retrieved from http://www.socalgas.com/residential/assistance/dap/index.shtml*

Southern California Gas Company. (2012). Monthly report of Southern California Gas Company (u 904 g) on Low-income Assistance Programs for November 2012. Retrieved 2 January 2013 from http://www.liob.org/docs/SCG%20NOV12%20Low%20Income%20Program%20Monthly%20Report.pdf

United States Census Bureau. (2011). State median income. [Data file]. Available from http://www.census.gov/hhes/www/income/data/statemedian/index.html

United States Department of Agriculture. Food and Nutrition Service. (2011, March 25). Notice of child nutrition programs—income eligibility guidelines. Retrieved from http://www.fns.usda.gov/cnd/governance/notices/iegs/IEGs11-12.pdf

United States Department of Agriculture. Food and Nutrition Service. (2011, July 1). WIC income eligibility guidelines 2011-2012. Retrieved from (http://www.fns.usda.gov/wic/howtoapply/incomeguidelines11-12.htm

36

United States Department of Agriculture. Food and Nutrition Service. (2012, August). Eligibility manual for school meals: Determining and verifying eligibility. Retrieved from http://www.fns.usda.gov/cnd/Guidance/EliMan.pdf

United States Department of Agriculture. Food and Nutrition Service. (2012, August). National School Lunch Program fact sheet. Retrieved from http://www.fns.usda.gov/cnd/lunch/AboutLunch/NSLPFactSheet.pdf

United States Department of Agriculture. Food and Nutrition Service. (2012). Supplemental Nutrition Assistance Program: Eligibility. Retrieved From: http://www.fns.usda.gov/snap/applicant_recipients/eligibility.htm

United States Department of Agriculture. Food and Nutrition Service. (2012). Supplemental Nutrition Assistance Program. Nutrition benefits and public charge: Effect on immigration status. Retrieved from http://www.fns.usda.gov/snap/rules/Memo/PRWORA/99/NBPCEIS_WIC.htm

United States Department of Agriculture. Food and Nutrition Service. (2013, January 4). Supplemental Nutrition Assistance Program benefits. [Data file] Retrieved from http://www.fns.usda.gov/pd/17SNAPfyBEN$.htm*

United States Department of Health and Human Services. Administration for Children and Families. (2012). Child Care and Development Block Grant Act of 1990, as amended, 42 U.S.C 9858; Consolidated Appropriations Act, 2012, PL 112-74. Retrieved from https://www.cfda.gov/index?s=program&mode=form&tab=core&id=ea6d4aea3cba5d410cc4056deda58bf2

United States Department of Health and Human Services. Administration for Children and Families. (2012, December 11). LIHEAP Clearinghouse. Retrieved from http://www.liheap.ncat.org/tables/FY2013/POP13.htm

United States Department of Health and Human Services. Administration for Children and Families. (2013, January 7). Low Income Energy News. Retrieved from http://www.liheap.ncat.org/#

United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (1992). Head Start program performance standards and other regulation. Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Requirements

United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (2007). Improving Head Start for School Readiness Act of 2008, Pub. L. No. 110-134. (45 CFR 1305) Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Head%20Start%20Act

United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (2007, July 3). Policy

37

Clarifications. (OHS – PC – I – 044). Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/standards/Policy%20Clarifications%20and%20FAQs/i_pc_actual.htm#I043*

United States Department of Health and Human Services. Administration for Children and Families. Early Childhood Knowledge and Learning Center. Office of Head Start. (2012, October). Poverty Guidelines and Determining Eligibility for Participation in Head Start Programs. Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/tta-system/operations/Management%20and%20Administration/Eligibility%20&%20Enrollment/Income%20Eligibility/PovertyGuideline.htm*

United States Department of Health and Human Services. Administration for Children and Families. Office of Family Assistance. (2012). About TANF. Retrieved from http://www.acf.hhs.gov/programs/ofa/programs/tanf/about

United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). About Head Start. Retrieved from http://www.acf.hhs.gov/programs/ohs/about

United States Department of Health and Human Services. Administration for Children and Families. Office of Head Start. (2012). Head Start Locator. Retrieved from http://eclkc.ohs.acf.hhs.gov/hslc/HeadStartOffices#map-home

United States Department of Health and Human Services. Office of the Assistant Secretary for Planning and Evaluation. (2012, January 26). 2012 HHS Poverty Guidelines. Retrieved from http://aspe.hhs.gov/poverty/12poverty.shtml*

United States Department of Housing and Urban Development. (2000, April 1). Housing Choice Vouchers fact sheet. Retrieved from http://portal.hud.gov/hudportal/HUD?src=/topics/housing_choice_voucher_program_section_8*

United States Department of Housing and Urban Development. (2009, August 1). In HUD Occupancy Handbook. (Chapter 3. Eligibility for Assistance and Occupancy). Retrieved from portal.hud.gov/hudportal/documents/huddoc?id=DOC_35645.pdf

United States Department of Housing and Urban Development. (2012). Glossary. Retrieved from http://portal.hud.gov/hudportal/HUD?src=/program_offices/housing/sfh/buying/glossary

United States Department of the Interior. Bureau of Indian Affairs. (2011). Title 25 – Indians. Washington, DC: U.S. Government Printing Office. Retrieved from http://www.gpo.gov/fdsys/pkg/CFR-2012-title25-vol1/xml/CFR-2012-title25-vol1-part20.xml

38

United States Department of Justice. (2011). Census Bureau median family income by family size. [Data file]. Available from http://www.justice.gov/ust/eo/bapcpa/20110315/bci_data/median_income_table.htm

United States Department of Labor. (2010). Defining Public Law 02-477. Washington, DC: Retrieved from http://www.doleta.gov/dinap/cfml/477glnc1.cfm

United States Social Security Administration. (1995, March 30). In Code of Federal regulations. (Section 416.1802 Effects of marriage on eligibility and amount of benefits). Retrieved from http://www.socialsecurity.gov/OP_Home/cfr20/416/416-1802.htm

United States Social Security Administration. (2011). Supplemental Security Income (SSI) annual statistical report. Retrieved from http://www.socialsecurity.gov/policy/docs/statcomps/ssi_asr/2011/background.pdf*

United States Social Security Administration. (2011, December). Supplemental Security Income (SSI) recipients by state and county. Retrieved from http://www.ssa.gov/policy/docs/statcomps/ssi_sc/2011/ca.pdf*

United States Social Security Administration. (2012).SSA FY 2013 budget justification. Retrieved from http://www.ssa.gov/budget/2013SSIP.pdf*

United States Social Security Administration. (2012).A guide to Supplemental Security Income (SSI) for groups and organizations. Retrieved from http://www.ssa.gov/pubs/11015.pdf*

United States Social Security Administration. (2012, August). Supplemental Security Income (SSI). Retrieved from http://www.ssa.gov/pubs/11000.pdf*

United States Social Security Administration. (2012, October). Income exclusions for SSI program. Retrieved from http://www.ssa.gov/oact/cola/incomexcluded.html

United States Social Security Administration. (2012, October). SSI Federal Payment Amounts for 2013. Retrieved from http://www.ssa.gov/oact/cola/SSI.html

United States Social Security Administration. (2012, December). SSI income. Retrieved from http://www.ssa.gov/ssi/text-income-ussi.htm

United States Social Security Administration. (2012, December 27). Understanding Supplemental Security Income (SSI) Eligibility Requirements Redeterminations. Retrieved from http://www.ssa.gov/ssi/text-eligibility-ussi.htm*

United States Social Security Administration. (2012, December). Understanding Supplemental Security Income Redeterminations. Retrieved from http://www.socialsecurity.gov/ssi/text-redets-ussi.htm

39

APPENDIX II: COMPARISON OF FEDERAL POVERTY GUIDELINES AND CALIFORNIA

MEDIAN INCOME

Num

ber o

f Per

sons

100% FPG 201294

200% FPG 2012

Estimated CA median income 2012/201395

85% CA median income (CCDBG)

80% CA median income (Section 8)

60% CA median income (LIHEAP)

50% CA median income (Section 8, Section 202)

30% CA median income (Section 8)

SSI96

1 $ 11,170.00 $ 22,340.00 $ 40,506.67 $ 34,430.67 $ 32,405.33 $ 24,304.00 $ 20,253.33 $ 12,152.00* $ 8,386.75**

2 $ 15,130.00 $ 30,260.00 $ 52,970.00 $ 45,024.50 $ 42,376.00 $ 31,782.00 $ 26,485.00 $ 15,891.00* $ 2,578.71**

3 $ 19,090.00 $ 38,180.00 $ 65,433.33 $ 55,618.33 $ 52,346.67 $ 39,260.00 $ 32,716.67* $ 19,630.00*

4 $ 23,050.00 $ 46,100.00 $ 77,896.67 $ 66,212.17 $ 62,317.33 $ 46,738.00 $ 38,948.33* $ 23,369.00*

5 $ 27,050.00 $ 54,100.00 $ 90,360.00 $ 76,806.00 $ 72,288.00 $ 54,216.00 $ 45,180.00* $ 27,108.00*

6 $ 30,970.00 $ 61,940.00 $ 102,823.33 $ 87,399.83 $ 82,258.67 $ 61,694.00* $ 51,411.67* $ 30,847.00*

7 $ 34,930.00 $ 69,860.00 $ 105,159.60 $ 89,385.66 $ 84,127.68 $ 63,095.76* $ 52,579.80* $ 31,547.88* 8 $ 38,890.00 $ 77,780.00 $ 107,496.48 $ 91,372.01 $ 85,997.18 $ 64,497.89* $ 53,748.24* $ 32,248.94*

*Cells that are highlighted in yellow and marked with an asterisk indicate programs or number of persons per unit of measure within a program that possess more stringent income eligibility requirements compared to the CARE and ESA programs. **The amount here is given without the additional supplement from the State of California. Even with that supplement, however, the amount is within 200 percent of the FPG.

94 United States Department of Health and Human Services. Assistant Secretary of Planning and Evaluation. (2012, February 9). 2012 HHS Poverty Guidelines. Retrieved from http://aspe.hhs.gov/poverty/12poverty.shtml#guidelines 95 United States Department of Health and Human Services. Assistant Secretary of Planning and Evaluation. LIHEAP Clearinghouse. (2012, November 1). California State Median Income for FFY 2012/2013. http://www.liheap.ncat.org/profiles/povertytables/FY2013/casmi.htm 96 United States Social Security Administration. (2012, October 16). SSI Federal Payment Amounts for 2013. Retrieved from http://www.ssa.gov/oact/cola/SSI.html

40

APPENDIX III: ICF INTERNATIONAL CORPORATE QUALIFICATIONS ICF brings to the CARE and ESA Program Categorical Eligibility Study a team with deep experience running energy efficiency programs, including limited and low income programs, as well as practical expertise in navigating a wide variety of income eligibility requirements for various State and Federal programs. The ICF team provides a unique combination of practical expertise that ranges from implementing the Louisiana Road Home project and administering over 130 energy efficiency programs for utilities across the United States, to providing technical assistance to the US Department of Health and Human Services (HHS) Office of Family Assistance Temporary Assistance to Needy Families (TANF) programs and facilitating the development of the Low-Income Home Energy Assistance Program (LIHEAP) for HHS. The Road Home project is particularly relevant to the Categorical Eligibility Study as ICF’s development of the US Department of Housing and Urban Development (HUD) Income Calculator required an in-depth understanding of various income eligibility criteria. ICF also possesses hands-on experience gained from implementing limited and low-income energy efficiency programs for various utilities; details about ICF’s administration of the Limited Income Energy Efficiency Programs (LIEEP) for Baltimore Gas and Electric (BGE) and Southern Maryland Electric Cooperative (SMECO) are provided below. Following are samples of relevant corporate capabilities and projects followed by a table of existing energy efficiency programs implemented by ICF. Further information about ICF can be found at http://www.icfi.com/. Understanding Local, State, and Federal Low Income Eligibility Requirements

ICF has a long history of supporting a variety of low income eligibility programs, including:

– Determining eligibility of over 18,000 applications as part of the company’s administration of the $829M post-Hurricane Katrina Louisiana Road Home recovery program. For the Road Home project, ICF developed the HUD Income Calculator which was based on the low income eligibility for the HUD Community Development Block Grant (CDBG) program, using the “80 percent of median income” rule.

– ICF also supported the HHS Office of Community Services in developing application reviewer tools for the Community Economic Development and Job Opportunities for Low-Income Individual programs.

– For HUD’s Office of Affordable Housing, ICF developed web-based training modules, including an “Income and Allowances Calculator” to assist local HUD staff in determining the income eligibility of applicants to HUD programs.

41

Limited Income Energy Efficiency Program, Baltimore Gas and Electric (BGE) Since 2008, ICF has partnered with BGE to design, develop, and implement BGE’s full portfolio of residential and commercial and industrial (C&I) energy efficiency programs under the EmPOWER Maryland Act. ICF designed, filed, and received approval for BGE’s Energy Efficiency and Conservation Portfolio in late 2008 to run programs from 2009 to 2011. This full end-to-end services contract includes program design, outreach, field implementation, advertising, marketing, database tracking and management, back office and Call Center support, and quality control/assurance. BGE’s LIEEP program was designed by ICF and offered a broad array of energy efficiency and conservation measures to income-qualified gas and electric customers in primary, single-family residences, at no cost other than the general EmPOWER Maryland surcharge on their energy bills. BGE’s LIEEP program also included space heating, water heating and appliance replacements, making it more complex than a traditional weatherization program. Limited Income Program, Southern Maryland Electric Cooperative (SMECO) Simultaneous to starting up and running BGE’s program, ICF implemented a smaller scale portfolio for SMECO, a Maryland rural electric cooperative bordering BGE’s service territory. This included a LIEEP program modeled after the BGE LIEEP program. As with the BGE program, SMECO’s program aimed to increase the overall energy efficiency of limited income homes, enhance property values, improve comfort, and provide healthier and safer homes. Program results through the end of 2011 included 268 SMECO customers and 832 MWH of reported savings. ICF was successful in running LIEEP programs for BGE and SMECO; both utilities filed to have ICF continue administering the programs rather than turn them over to the State Weatherization Assistance Program for implementation. Other Limited Income Energy Efficiency Program Experience In Michigan, ICF was selected by DTE Energy to run its low income program, working with the local network of existing Community Action Agencies (CAAs) while providing alternative delivery mechanisms should a CAA falter. In South Carolina, SCE&G asked ICF to design a low income program to complement its existing, market-based residential program portfolio. These examples demonstrate that utility clients increasingly recognize ICF’s ability to successfully apply and adapt its whole-house program delivery expertise to low income populations. Other Types of Limited Income Program Experience ICF has not only expanded the breadth of its consulting service offerings since originating as the Inner City Fund in 1969, the company has also continued to work closely with limited income communities and the wide variety of programs that serve them. Staff members in ICF’s Housing and Community Development practice work with government, nonprofit, and commercial clients every day on the design, implementation, and evaluation of programs, initiatives, and other efforts that provide lower-income persons with opportunities for improved housing, employment, and overall self-sufficiency.

42

For example, ICF has provided assistance to HUD Neighborhood Stabilization Program (NSP) grantees since the program’s inception in 2008, and has received additional funding from HUD each year to help address HUD’s priority areas of: 1) grantee management and performance measurement capabilities; 2) ability to serve low-income households and underserved populations; and 3) capacity building for public-private partnerships. Since its creation in 1990, ICF has been involved in the design and delivery of training and technical assistance services to grantees of the HUD HOME Investment Partnerships Program (HOME). HOME is the largest Federal block grant to State and local governments designed to construct, acquire, and/or rehabilitate housing for low-income households. It specifically requires that non-profit organizations become and remain part of the solution for delivering such activities within each grantee’s jurisdiction. The range of services ICF has provided under HOME and NSP funding include: a) expert training for grantee and nonprofit staff on program rules, program delivery, and housing finance; b) online training and tools, such as income determination requirements and calculators, project underwriting templates, and subsidy layering guidance; c) needs assessments, technical assistance plans, and on-site expert staff support to improve grantee performance; d) conference support and management, including facilities, marketing, registration, track and session design, and presentations; and e) development and maintenance of program websites, among others. Since 1997, ICF has worked with the HHS Administration for Children and Families (ACF) Office of Family Assistance to develop and implement field-based training and technical assistance to TANF and Tribal TANF agencies through multiple contracts. ICF has provided assistance through long-term initiatives such as:

1. Urban Partnerships Initiative (2001-2007). Delivered targeted technical assistance to 26 urban areas on TANF and related partner agencies including Los Angeles, San Francisco, and San Diego.

2. Rural Communities Initiative (2007-2010). Provided training and technical assistance to 16 rural States, Counties, and Tribes, the opportunity to share information and promising practices on issues central to the TANF population, such as transportation, job skills, substance abuse, and child care. This includes the Hoopa Valley Tribal TANF Program.

3. California Counties Academy (2008). Facilitated two and a half day Academy and pre-Academy Webinars in order to introduce staff from 18 California counties to new programs, strategies, and ideas that strengthen their capacity to achieve higher levels of federally required work participation rates.

4. Promising Pathways Initiative (2010-2012). Provided technical assistance interventions to 10 States and one Tribal TANF program that were focused on helping innovative and promising TANF programs define and document their practices. This included the Supporting Employment Empowerment (SEE) Hawaii Work Program and the Tanana Chiefs Conference Tribal TANF program in Fairbanks, Alaska.

43

ICF has established experience in understanding the field’s needs, promising programs, and evidence-based research on TANF programs and work supports and designing targeted and responsive short-term technical assistance to Regions and their States, Territories, and Tribes. ICF also works with all 10 ACF Regional Offices to deliver targeted technical assistance and training to State, Territory, and Tribal TANF programs. For example, ICF has worked with ACF Region IX to deliver 3-4 workshops for all State, Territory, and Tribal TANF programs in Arizona, California, Guam, Hawaii, and Nevada and all Tribal TANF programs in Arizona, California, and Nevada. ICF provides additional technical assistance to States, Territories, localities, and Tribal TANF programs as requested. This includes providing a wraparound systems training for Hoopa Valley Tribal TANF Program held in July 2008.

44

Exhibit III. Existing Energy Efficiency Programs Implemented by ICF

Client Program AEP Texas ENERGY STAR Homes Baltimore Gas and Electric (BGE) Residential Portfolio Baltimore Gas and Electric (BGE) I&C Portfolio Centerpoint Energy Home Performance with ENERGY STAR Centerpoint Energy Clean Air Technology Centerpoint Energy ENERGY STAR Homes Consolidated Edison Targeted DSM M&V Consumers Energy Residential Portfolio Delaware Sustainable Energy Utility Delaware SEU, Home Performance w/ ENERGY STAR Detroit Edison (DTE) Residential Portfolio

Duke Energy C&I—Higher Education, Healthcare, and Commercial Real Estate

Entergy Arkansas Residential Portfolio Entergy Texas ENERGY STAR Homes Georgia Power EE Portfolio Joint Management Committee Massachusetts New Homes with ENERGY STAR MA Department of Energy Resources Green Communities National Grid GasNetworks National Grid Energywise Multifamily Program New Mexico Gas Company ENERGY STAR Homes New York, City on NY (via Environmental Defense Fund)

Clean Heat Program

NYSERDA Commercial Lighting Program Oncor Solar Hot Water Oncor Home Performance

PECO Energy Smart Equipment and Smart Construction Incentives Program (sub to KEMA)

Pepco and Delmarva Residential Portfolio PG&E Field Services PNM ENERGY STAR Homes Public Service Company of Oklahoma ENERGY STAR for New Homes San Francisco, City in CA Energy Watch Program Santa Barbara, County in CA Benchmarking Policy South Carolina Electric and Gas (SCE&G) C&I South Carolina Electric and Gas (SCE&G) Residential Southern California Edison (SCE) Benchmarking Southern California Edison (SCE) Whole House Retrofit Southern California Edison (SCE) California Advanced Lighting Control Training Program Southern California Gas Whole House Retrofit Southern Maryland Electric Cooperative (SMECO) C&I Portfolio Southern Maryland Electric Cooperative (SMECO) Residential Portfolio We Energies Way to Save, Burlington! Western Riverside Council of Governments (WRCOG)

Benchmarking

Worcester, City in MA Worcester Green Communities

45

APPENDIX IV: SAMPLES OF VERIFICATION LETTERS/LETTERS OF ACCEPTANCE Documentation from the following programs is included:

• CalFresh/Supplemental Nutrition Assistance Program

• Head Start

• Medi-Cal

• National School Lunch Program

Attachment C

Advice No. 4457, et al.

Matrix – Abbreviated Summary

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

1 o

f 55

Prog

ram

Nam

eCu

rren

t Cat

egor

ical

ly

Elig

ible

?Al

ignm

ent w

ith

CARE

/ESA

Inco

me

Base

d on

FP

GIn

com

e Re

quire

men

t

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

Yes

No

- bas

ed o

n in

com

e re

quire

men

t N

oG

ener

al A

ssist

ance

is n

ot ti

ed to

a F

eder

al o

r sta

te in

dex

for i

ncom

e el

igib

ility

, but

is

dete

rmin

ed so

lely

bas

ed o

n ea

rned

and

une

arne

d in

com

e, a

nd o

ther

reso

urce

s.

CalF

resh

/SN

APYe

sYe

s, b

ut n

ot a

mat

ch o

n in

com

e de

finiti

on (i

nclu

sions

, ex

clus

ions

)

Yes

CalF

resh

is in

dexe

d to

130

per

cent

of t

he F

PG o

r 165

per

cent

of t

he F

PG if

the

hous

ehol

d ha

s an

elde

rly o

r disa

bled

indi

vidu

al.

CalW

ORK

s/TA

NF

Yes

No

– ba

sed

on in

com

e re

quire

men

t and

uni

t of

mea

sure

No

- Cal

WO

RKs h

as sc

aled

in

com

e lim

its b

ased

on

fam

ily si

ze.

Have

a n

et m

onth

ly in

com

e le

ss th

an th

e m

axim

um a

id p

aym

ent f

or fa

mily

size

and

less

th

an $

2000

in c

ash,

ban

k, a

ccou

nts a

nd o

ther

reso

urce

s ($3

000

if 60

yea

rs o

r old

er)

Head

Sta

rt (T

ribal

O

nly)

Yes

No

– ba

sed

on u

nit o

f mea

sure

Ye

sM

ore

strin

gent

inco

me

elig

ibili

ty th

an C

ARE/

ESA,

the

Amer

ican

Indi

an H

ead

Star

t req

uire

s ap

plic

ants

to sh

ow a

fam

ily in

com

e at

or b

elow

100

per

cent

of t

he F

PG. N

o ca

p on

the

num

ber o

f ind

ivid

uals

that

can

be

serv

ed in

an

elig

ible

fam

ily o

r hou

seho

ld.

Hea

lthy

Fam

ilies

A&

BYe

sN

OTE

: Par

ticip

ants

in th

is pr

ogra

m a

re tr

ansit

ioni

ng to

M

edi-C

al a

nd sh

ould

be

rem

oved

from

the

Cate

goric

al

Elig

ibili

ty L

istLo

w-In

com

e H

ome

Ener

gy A

ssis

tanc

e Pr

ogra

m (L

IHEA

P)

Yes

No

- bas

ed o

n in

com

e re

quire

men

tN

o (n

ot in

Cal

iforn

ia)

LIHE

AP in

Cal

iforn

ia is

inde

xed

to 6

0 pe

rcen

t of t

he st

ate’

s med

ian

inco

me,

as t

he st

atut

e st

ates

that

LIH

EAP

can

be in

dexe

d to

eith

er 6

0 pe

rcen

t of t

he st

ate’

s med

ian

inco

me

or 1

50

perc

ent o

f the

Fed

eral

pov

erty

leve

l, w

hich

ever

is h

ighe

r. Fo

r hou

seho

lds w

ith fi

ve p

erso

ns

or le

ss, L

IHEA

P is

less

strin

gent

than

CAR

E an

d ES

A. F

or si

x pe

ople

or m

ore,

it is

mor

e st

ringe

nt (s

ee A

ppen

dix

II).

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

2 o

f 55

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

CalW

ORK

s/TA

NF

Head

Sta

rt (T

ribal

O

nly)

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(LIH

EAP)

Inco

me

Not

esU

nit o

f Mea

sure

(H

ouse

hold

, Fam

ily,

Indi

vidu

al, O

ther

)

Uni

t of M

easu

re D

efin

ition

Hous

ehol

d

Info

rmat

ion

glea

ned

from

the

appl

icat

ion

allo

ws u

p-to

ten

indi

vidu

als t

o co

mpr

ise th

e ho

useh

old,

whi

le e

ach

addi

tiona

l pe

rson

afte

r eig

ht m

ust a

dd $

406

gros

s/$3

12 n

et to

the

over

all n

et

inco

me

of th

e ho

useh

old.

The

re is

an

addi

tiona

l res

ourc

e ch

eck

with

an

expl

icit

$2,0

00 li

mit.

Hous

ehol

dIn

Cal

Fres

h/SN

AP, a

hou

seho

ld is

def

ined

as

an in

divi

dual

or a

gro

up o

f peo

ple

who

buy

fo

od a

nd p

repa

re m

eals

toge

ther

to e

at a

t ho

me

CalW

ORK

s has

seve

ral i

ncom

e so

urce

exe

mpt

ions

that

are

not

pr

esen

t in

the

CARE

/ESA

inco

me

defin

ition

. Th

e in

com

e el

igib

ility

gu

idel

ines

are

tied

to p

rogr

am p

aym

ents

bas

ed o

n fa

mily

size

, car

ow

ners

hip

and

othe

r res

ourc

es, a

nd re

gula

tions

do

not p

rovi

de

stra

ight

forw

ard

com

paris

on to

FPG

. Spe

cific

ally

, SSI

ben

efits

, loa

ns,

and

Earn

ed In

com

e Ta

x Cr

edits

are

inco

me

sour

ce e

xem

ptio

ns in

Ca

lWO

RKs;

the

prog

ram

ded

ucts

$11

2 fr

om e

ach

wor

king

fam

ily

mem

ber,

whi

ch is

add

ed to

a p

artic

ipan

t’s u

near

ned

inco

me.

A

fam

ily m

ay p

osse

ss u

p to

$2,

000

in re

sour

ces (

$3,0

00 if

the

fam

ily

incl

udes

som

eone

60

or o

ver)

. How

ever

, not

all

inco

me

and

poss

essio

ns a

re in

clud

ed in

this

requ

irem

ent.

For e

xam

ple,

an

indi

vidu

al’s

hom

e, h

ouse

goo

ds, a

nd c

erta

in tr

usts

are

not

cou

nted

as

thes

e ite

ms a

re n

ot re

adily

acc

essib

le to

serv

e as

a fi

nanc

ial

supp

ort f

or a

fam

ily.

Fam

ilyTh

e fa

mily

rece

ivin

g Ca

lWO

RKs/

TAN

F is

defin

ed a

s an

indi

vidu

al/f

amily

rece

ivin

g ca

sh

aid

and

part

icip

atin

g in

Wel

fare

to W

ork

serv

ices

.

100

perc

ent o

f the

FPG

is e

qual

to $

11,1

70 fo

r an

indi

vidu

al a

nd

$23,

050

for a

fam

ily o

f fou

r. Tr

ibes

may

also

enr

oll a

dditi

onal

ch

ildre

n in

the

com

mun

ity w

ho d

o no

t mee

t the

low

-inco

me

crite

ria, s

o lo

ng a

s the

Hea

d St

art p

rogr

am p

redo

min

antly

serv

es

child

ren

who

mee

t the

low

inco

me

crite

ria.

Fam

ilyFa

mily

mea

ns a

ll pe

rson

s liv

ing

in th

e sa

me

hous

ehol

d w

ho a

re (1

) sup

port

ed b

y th

e in

com

e of

the

pare

nt(s

) or g

uard

ian(

s) o

f the

ch

ild e

nrol

ling

or p

artic

ipat

ing

in th

e pr

ogra

m,

and

(2) r

elat

ed to

the

pare

nt(s

) or g

uard

ian(

s)

by b

lood

, mar

riage

, or a

dopt

ion.

The

med

ian

inco

me

for a

fam

ily o

f fou

r in

Calif

orni

a is

$77,

896,

and

fr

om th

at n

umbe

r is f

ound

60

perc

ent o

f the

stat

e’s m

edia

n in

com

e, w

hich

is a

djus

ted

for f

amily

size

. Ba

sed

on 2

012

FPG

, eve

ry

hous

ehol

d siz

e an

d as

soci

ated

inco

me

as d

efin

ed in

LIH

EAP

will

ex

ceed

the

inco

me

elig

ibili

ty c

riter

ia o

f CAR

E/ES

A (2

00%

FPG

).

Hous

ehol

d/Fa

mily

Hous

ehol

d an

d fa

mily

are

use

d in

terc

hang

eabl

y in

the

appr

oved

LIH

EAP

stat

e pl

an.

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

3 o

f 55

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

CalW

ORK

s/TA

NF

Head

Sta

rt (T

ribal

O

nly)

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(LIH

EAP)

Oth

er E

ligib

ility

Crit

eria

Freq

uenc

y to

Rap

ply/

Reas

sess

Elig

ibili

ty

Addi

tiona

l req

uire

men

ts in

clud

e en

rollm

ent i

n a

Fede

rally

reco

gniz

ed

trib

e, c

oncu

rren

t app

licat

ion

to T

ANF,

resid

ency

in a

serv

ice

area

, and

sig

ned

agre

emen

t to

adhe

re to

an

empl

oym

ent s

trat

egy

in th

e In

divi

dual

Se

lf-Su

ffici

ency

Pla

n (IS

P).

Elig

ibili

ty is

revi

ewed

for G

ener

al A

ssist

ance

on

a re

gula

r bas

is; e

very

thre

e m

onth

s for

in

divi

dual

s who

are

em

ploy

able

, and

eve

ry si

x m

onth

s for

all

reci

pien

ts. B

ecau

se

elig

ibili

ty is

revi

ewed

so o

ften

, it a

lmos

t ser

ves a

s a so

urce

of e

ligib

ility

con

firm

atio

n.

Ther

e is

no c

ap o

n th

e nu

mbe

r of p

artic

ipan

ts; t

he p

rogr

am is

ava

ilabl

e to

any

and

all

indi

vidu

als l

ivin

g in

hom

e w

ho a

pply

for C

alFr

esh

bene

fits.

U

nlik

e CA

RE a

nd E

SA, C

alFr

esh

has a

wor

k re

quire

men

t for

its

part

icip

ants

of 2

0 ho

urs p

er w

eek

to re

mai

n el

igib

le.

Elig

ibili

ty is

reas

sess

ed o

n a

quar

terly

bas

is. R

ecip

ient

s are

requ

ired

to c

ompl

ete

such

a

repo

rt to

ens

ure

ther

e ar

e no

cha

nges

or v

iola

tion

with

in th

e ho

useh

old.

The

qua

rter

ly

repo

rt m

ust b

e co

mpl

ete

and

subm

itted

to c

ontin

ue to

rece

ive

serv

ices

; the

hou

seho

ld’s

be

nefit

s will

not

be

alte

red

durin

g th

e ev

alua

tion

of th

e su

bmitt

ed re

port

for u

p to

3

mon

ths w

ill th

e re

view

is b

eing

con

duct

ed.

Part

icip

atio

n is

limite

d to

hou

seho

lds w

ith m

inor

chi

ldre

n an

d ei

ther

an

abse

nt o

r dec

ease

d pa

rent

. The

am

ount

of a

fam

ily's

mon

thly

ass

istan

ce

paym

ent d

epen

ds o

n a

num

ber o

f fac

tors

, inc

ludi

ng th

e nu

mbe

r of

peop

le w

ho a

re e

ligib

le a

nd th

e sp

ecia

l nee

ds o

f any

of t

hose

fam

ily

mem

bers

. The

inco

me

of th

e fa

mily

is c

onsid

ered

in c

alcu

latin

g th

e am

ount

of c

ash

aid

the

fam

ily re

ceiv

es.

Pros

pect

ive

prog

ram

par

ticip

ants

m

ust:

hous

ehol

d or

35

hour

s per

wee

k in

a tw

o-pa

rent

hou

seho

ld.

Elig

ibili

ty is

reas

sess

ed o

n a

quar

terly

bas

is. R

ecip

ient

s are

requ

ired

to c

ompl

ete

such

a

repo

rt to

ens

ure

ther

e ar

e no

cha

nges

or v

iola

tion

with

in th

e fa

mily

rece

ivin

g as

sista

nce.

Th

e qu

arte

rly re

port

mus

t be

com

plet

e an

d su

bmitt

ed to

con

tinue

to re

ceiv

e se

rvic

es;

bene

fits w

ill n

ot b

e al

tere

d du

ring

the

eval

uatio

n of

the

subm

itted

repo

rt.

Avai

labl

e to

fam

ilies

with

a c

hild

bet

wee

n 3

and

5 ye

ars o

ld.

Child

ren

part

icip

atin

g in

Hea

d St

art p

rogr

ams t

hat h

ave

been

foun

d to

be

inco

me

elig

ible

reta

in th

at e

ligib

ility

thou

gh th

at e

nrol

lmen

t yea

r and

the

imm

edia

tely

su

ccee

ding

enr

ollm

ent y

ear.

This

polic

y di

ffers

from

bot

h CA

RE a

nd E

SA; E

SA e

nrol

lmen

t on

ly o

ccur

s onc

e an

d CA

RE in

clud

es p

rovi

sions

for r

ecer

tifyi

ng in

com

e el

igib

ility

eve

ry

two

year

s for

hou

seho

lds o

n a

non-

fixed

inco

me

and

ever

y fo

ur y

ears

for h

ouse

hold

s on

a fix

ed in

com

e. A

ll th

ree

prog

ram

s rev

isit t

heir

prog

ram

elig

ibili

ty re

quire

men

ts o

n an

an

nual

bas

is, H

ead

Star

t as a

resu

lt of

upd

ated

Fed

eral

Pov

erty

Gui

delin

es, a

nd C

ARE

and

ESA

as a

resu

lt of

the

annu

al re

view

of C

E pr

ogra

ms.

In a

dditi

on to

inco

me,

hou

seho

lds w

here

one

or m

ore

indi

vidu

als a

re

rece

ivin

g SN

AP (C

ALFr

esh)

ben

efits

are

elig

ible

for L

IHEA

P. S

NAP

(C

ALFr

esh)

ben

efits

also

con

fer e

ligib

ility

for C

ARE

and

ESA.

In L

IHEA

P, h

ouse

hold

s mus

t rea

pply

eve

ry y

ear,

whi

le C

ARE

requ

ires r

e-en

rollm

ent e

very

tw

o ye

ars (

ever

y fo

ur y

ears

if fi

xed

inco

me)

and

ESA

is a

one

-tim

e be

nefit

to th

e ho

me

itsel

f.

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

4 o

f 55

Prog

ram

Nam

eCu

rren

t Cat

egor

ical

ly

Elig

ible

?Al

ignm

ent w

ith

CARE

/ESA

Inco

me

Base

d on

FP

GIn

com

e Re

quire

men

t

Med

i-Cal

Yes

No

- bas

ed o

n in

com

e re

quire

men

t and

uni

t of

mea

sure

Yes

Betw

een

100-

250

perc

ent F

PG

Nat

iona

l Sch

ool L

unch

Pr

ogra

m (N

SLP)

Yes

Yes,

but

not

a m

atch

on

inco

me

defin

ition

(inc

lusio

ns,

excl

usio

ns)

Yes

Stric

ter i

ncom

e el

igib

ility

requ

irem

ents

than

CAR

E/ES

A. In

ord

er to

qua

lify

for f

ree

or

redu

ced-

pric

e m

eals,

chi

ldre

n m

ust c

ome

from

fam

ilies

with

inco

mes

at o

r bel

ow 1

85

perc

ent o

f the

FPG

, with

thos

e fr

om fa

mili

es w

ith in

com

es a

t or b

elow

130

per

cent

of t

he

FPG

elig

ible

for f

ree

mea

ls

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Yes

No

– ba

sed

on u

nit o

f mea

sure

N

oG

ener

ally

, ind

ivid

uals

are

elig

ible

for S

SI w

hen

thei

r tot

al c

ount

able

inco

me

is le

ss th

an th

e Fe

dera

l SSI

ben

efit

rate

plu

s the

any

stat

e su

pple

men

tal p

aym

ent.

For 2

013,

the

max

imum

m

onth

ly F

eder

al S

SI b

enef

it ra

te is

$71

0 fo

r an

indi

vidu

al a

nd $

1,06

6 fo

r a c

oupl

e an

d $3

56

for a

n es

sent

ial p

erso

n. In

201

2, C

alifo

rnia

’s S

tate

Sup

plem

enta

l Pay

men

t am

ount

ed to

an

addi

tiona

l $15

6.40

for a

n in

divi

dual

and

$39

6.20

for a

cou

ple.

Thi

s tra

nsla

tes t

o m

uch

stric

ter e

ligib

ility

requ

irem

ents

than

for C

ARE

and

ESA.

Trib

al T

ANF

Yes

No,

bas

ed o

n un

it of

mea

sure

Yes

In C

alifo

rnia

, the

inco

me

elig

ibili

ty fo

r Trib

al T

ANF

part

icip

atio

n ra

nges

bet

wee

n 12

5-20

0%

of th

e Fe

dera

l pov

erty

leve

l.

Wom

en, I

nfan

ts, &

Ch

ildre

n (W

IC)

Yes

Yes,

but

not

a m

atch

on

inco

me

defin

ition

(inc

lusio

ns,

excl

usio

ns)

Yes

185

perc

ent o

f FPG

for W

IC

Child

Car

e an

d D

evel

opm

ent B

lock

G

rant

No

No,

bas

ed o

n in

com

e re

quire

men

t and

uni

t of

mea

sure

No

Fam

ily in

com

e at

or b

elow

85

perc

ent o

f the

Sta

te M

edia

n In

com

e, w

hich

is le

ss st

ringe

nt

than

CAR

E an

d ES

A (s

ee A

ppen

dix

II).

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

5 o

f 55

Prog

ram

Nam

e

Med

i-Cal

Nat

iona

l Sch

ool L

unch

Pr

ogra

m (N

SLP)

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Wom

en, I

nfan

ts, &

Ch

ildre

n (W

IC)

Child

Car

e an

d D

evel

opm

ent B

lock

G

rant

Inco

me

Not

esU

nit o

f Mea

sure

(H

ouse

hold

, Fam

ily,

Indi

vidu

al, O

ther

)

Uni

t of M

easu

re D

efin

ition

Med

i-Cal

inco

me

elig

ibili

ty is

var

ied

betw

een

100

perc

ent a

nd 2

50

perc

ent o

f the

Fed

eral

pov

erty

leve

l. Fo

r the

Chi

ldre

n Ag

es 6

– 1

9 Pr

ogra

m, f

or e

xam

ple,

the

inco

me

ceili

ng is

100

per

cent

of t

he

pove

rty

leve

l, w

hile

it is

133

per

cent

for C

hild

ren

Ages

1 th

roug

h 6.

Th

e W

orki

ng D

isabl

ed P

rogr

am, o

n th

e ot

her e

nd o

f the

spec

trum

, is

inde

xed

to 2

50 p

erce

nt o

f the

Fed

eral

pov

erty

leve

l.

Indi

vidu

al/F

amily

Ther

e is

no c

ap o

n th

e nu

mbe

r on

enro

lled

pers

ons i

n th

e fa

mily

, and

a p

erso

n m

ay

rece

ive

bene

fits a

s lon

g as

they

qua

lify;

ther

e is

no ti

me

limit

on b

enef

its.

185

perc

ent a

nd 1

30 p

erce

nt o

f the

FPG

are

equ

al to

$42

,642

.50

and

$29,

965,

resp

ectiv

ely,

for a

fam

ily o

f fou

r.Ho

useh

old

Hous

ehol

d co

mpo

sitio

n fo

r the

pur

pose

of

mak

ing

an e

ligib

ility

det

erm

inat

ion

for f

ree

and

redu

ced

pric

ed b

enef

its is

bas

ed o

n ec

onom

ic u

nits

. An

econ

omic

uni

t is a

gro

up

of re

late

d or

unr

elat

ed in

divi

dual

s who

are

In a

dditi

on to

mee

ting

the

prim

ary

non-

inco

me

requ

irem

ents

- be

ing

blin

d, d

isabl

ed, o

r age

65

or o

lder

– a

pplic

ants

for S

SI m

ust

also

mee

t set

inco

me

requ

irem

ents

, whi

ch a

re c

alcu

late

d di

ffere

ntly

than

thos

e of

CAR

E an

d ES

A. F

or S

SI, a

n ap

plic

ant’s

co

unta

ble

inco

me

is us

ed to

det

erm

ine

both

thei

r elig

ibili

ty st

atus

an

d be

nefit

am

ount

. In

this

case

, cou

ntab

le in

com

e re

fers

to th

e fig

ure

arriv

ed a

t whe

n ad

ding

an

indi

vidu

al’s

ear

ned,

un-

earn

ed,

and

in-k

ind

inco

me

and

then

subt

ract

ing

appl

icab

le S

SI in

com

e ex

empt

ions

.

Indi

vidu

al/C

oupl

eTh

e So

cial

Sec

urity

Adm

inist

ratio

n de

fines

an

elig

ible

cou

ple

as tw

o SS

I elig

ible

indi

vidu

als

who

are

lega

lly m

arrie

d un

der t

he la

ws o

f the

St

ate

whe

re th

ey h

ave

a pe

rman

ent h

ome,

liv

ing

toge

ther

in th

e sa

me

hous

ehol

d an

d ho

ldin

g th

emse

lves

out

as h

usba

nd a

nd w

ife

to th

e co

mm

unity

in w

hich

they

live

, or

dete

rmin

ed b

y SS

A to

be

entit

led

to e

ither

hu

sban

d's o

r wife

’s S

ocia

l Sec

urity

ben

efits

as

the

spou

se o

f the

oth

er. E

ligib

le c

oupl

es o

nly

exist

whe

n bo

th m

embe

rs o

f the

cou

ple

are

The

prog

ram

ess

entia

lly a

llow

s Trib

es to

def

ine

thei

r ser

vice

are

a,

serv

ice

popu

latio

n, ti

me

limits

with

in th

e 60

mon

th F

eder

al

guid

elin

e), a

nd e

ligib

ility

crit

erio

n am

ong

othe

r sta

ndar

ds. W

ith 1

6 Tr

ibes

in C

alifo

rnia

serv

ing

52 c

ount

ies f

rom

an

appr

opria

tion

of

$87

mill

ion,

the

elig

ibili

ty re

quire

men

ts fo

r ass

istan

ce v

ary

grea

tly

betw

een

Trib

es b

ased

upo

n th

e ne

eds o

f the

com

mun

ity.

Fam

ilyTr

ibal

TAN

F pr

ogra

ms d

efin

e th

eir o

wn

mea

sure

men

t uni

t bas

ed o

n co

mm

unity

ne

eds.

Num

erou

s inc

ome

exem

ptio

ns, i

nclu

ding

cer

tain

fina

ncia

l as

sista

nce,

loan

s, re

bate

s.Fa

mily

/Hou

seho

ld

The

fam

ily u

nit/

size

is a

grou

p of

rela

ted

or

nonr

elat

ed in

divi

dual

s who

live

toge

ther

as

one

hous

ehol

d/ec

onom

ic u

nit.

Thes

e in

divi

dual

s sha

re in

com

e an

d co

nsum

ptio

n of

go

ods o

r ser

vice

s.

Fam

ily

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

6 o

f 55

Prog

ram

Nam

e

Med

i-Cal

Nat

iona

l Sch

ool L

unch

Pr

ogra

m (N

SLP)

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Wom

en, I

nfan

ts, &

Ch

ildre

n (W

IC)

Child

Car

e an

d D

evel

opm

ent B

lock

G

rant

Oth

er E

ligib

ility

Crit

eria

Freq

uenc

y to

Rap

ply/

Reas

sess

Elig

ibili

ty

Elig

ibili

ty is

re-d

eter

min

ed a

t lea

st o

nce

ever

y tw

elve

mon

ths,

whi

ch is

mor

e fr

eque

nt

than

CAR

E.

Stud

ents

from

low

-inco

me

fam

ilies

.Ch

ildre

n pa

rtic

ipat

ing

in th

e N

atio

nal S

choo

l Lun

ch P

rogr

am re

tain

thei

r elig

ibili

ty fr

om

the

date

of e

ligib

ility

for t

he c

urre

nt sc

hool

yea

r and

up

to 3

0 op

erat

ing

days

in th

e su

bseq

uent

scho

ol y

ear.

Ther

e is

no c

ap o

n th

e nu

mbe

r of e

ligib

le p

artic

ipan

ts p

er

hous

ehol

d an

d th

e pr

ogra

m e

ligib

ility

gui

delin

es a

re re

visit

ed o

n an

ann

ual b

asis.

No

cap

on th

e nu

mbe

r of i

ndiv

idua

ls in

a fa

mily

or h

ouse

hold

that

can

be

cove

red.

O

nce

rece

ivin

g be

nefit

s, a

n en

rolle

e’s e

ligib

ility

is re

-det

erm

ined

gen

eral

ly o

ne e

very

one

to

six

year

s.

Trib

al T

ANF

prog

ram

s def

ine

thei

r rea

pply

/rea

sses

s tim

efra

me

base

d on

com

mun

ity

need

s.

or w

ho h

ave

just

had

a b

aby,

and

chi

ldre

n un

der f

ive.

deem

ed in

com

e el

igib

le to

par

ticip

ate

in W

IC.

proo

f of i

ncom

e el

igib

ility

mus

t be

prov

ided

to e

nrol

l, an

d pr

oof o

f en

rollm

ent i

n th

e pu

blic

ass

istan

ce p

rogr

ams a

bove

may

be

used

as

proo

f.

Child

ren

rece

ivin

g ch

ild c

are

as a

resu

lt of

CCD

BG fu

ndin

g m

ust b

e liv

ing

with

par

ent(

s) w

ho a

re w

orki

ng o

r enr

olle

d in

scho

ol o

r tra

inin

g, o

r in

need

of p

rote

ctiv

e se

rvic

es. N

ote

that

acc

ordi

ng to

the

mos

t rec

ently

av

aila

ble

HHS

adm

inist

rativ

e da

ta, u

nreg

ulat

ed c

hild

car

e pr

ovid

ers

cons

titut

ed a

ppro

xim

atel

y 19

per

cent

of a

ll pr

ovid

ers r

ecei

ving

CCD

F su

ppor

t in

FY 2

010.

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

7 o

f 55

Prog

ram

Nam

eCu

rren

t Cat

egor

ical

ly

Elig

ible

?Al

ignm

ent w

ith

CARE

/ESA

Inco

me

Base

d on

FP

GIn

com

e Re

quire

men

t

Coun

ty L

ow-In

com

e H

ealth

Pro

gram

sN

oYe

s-Al

amed

a an

d Co

ntra

Cos

ta

Coun

ty P

rogr

ams;

No-

the

othe

rs

Yes

Alam

eda

Coun

ty a

nd C

osta

Cou

nty

both

par

ticip

ate

in th

e M

edi-C

al C

over

age

Expa

nsio

n (M

CE),

whi

ch is

a p

rogr

am d

esig

ned

for a

dults

who

se h

ouse

hold

inco

me

is at

or b

elow

133

pe

rcen

t of t

he F

PG. I

n ad

ditio

n, th

ese

two

coun

ties p

artic

ipat

e in

the

Heal

th C

are

Cove

rage

In

itiat

ive

(HCC

I), a

pro

gram

aim

ed a

t adu

lts (1

9-64

yea

rs o

f age

) who

se g

ross

hou

seho

ld

inco

me

is be

twee

n 13

4-20

0 pe

rcen

t of t

he F

PG.

Head

Sta

rt

No

No

– ba

sed

on u

nit o

f mea

sure

Ye

sM

ore

strin

gent

inco

me

elig

ibili

ty th

an C

ARE/

ESA,

the

Head

Sta

rt re

quire

s app

lican

ts to

sh

ow a

fam

ily in

com

e at

or b

elow

100

per

cent

of t

he F

PG. N

o ca

p on

the

num

ber o

f in

divi

dual

s tha

t can

be

serv

ed in

an

elig

ible

fam

ily o

r hou

seho

ld.

Hou

sing

Cho

ice

Vouc

her R

ent

Assi

stan

ce P

rogr

am

(Sec

tion

8)

No

No,

bas

ed o

n in

com

e re

quire

men

t and

uni

t of

mea

sure

No

Prog

ram

inco

me

limits

are

adj

uste

d fo

r fam

ily si

ze a

nd le

vel o

f inc

ome,

div

ided

bet

wee

n:

adm

inist

ered

are

a;

adm

inist

ered

are

a; a

nd

adm

inist

ered

are

a.

The

requ

irem

ents

for e

xtre

mel

y lo

w-in

com

e an

d ve

ry lo

w-in

com

e ar

e m

ore

strin

gent

than

fo

r CAR

E an

d ES

A, b

ut th

e re

quire

men

ts fo

r low

-inco

me

are

less

(See

App

endi

x II)

.

Supp

ortiv

e H

ousi

ng

for t

he E

lder

ly

Prog

ram

(Sec

tion

202)

No

No,

bas

ed o

n in

com

e re

quire

men

t and

uni

t of

mea

sure

No

Appl

ican

t’s in

com

e le

vel h

as to

be

at o

r bel

ow 5

0 pe

rcen

t of t

he a

rea

med

ian

inco

me,

w

hich

is m

ore

strin

gent

than

CAR

E an

d ES

A (s

ee A

ppen

dix

II). P

riorit

y is

gene

rally

giv

en to

th

ose

indi

vidu

als c

urre

ntly

pay

ing

50 p

erce

nt o

f the

ir in

com

e in

rent

, the

invo

lunt

arily

di

spla

ced,

and

thos

e liv

ing

in su

bsta

ndar

d ho

usin

g.

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

8 o

f 55

Prog

ram

Nam

e

Coun

ty L

ow-In

com

e H

ealth

Pro

gram

s

Head

Sta

rt

Hou

sing

Cho

ice

Vouc

her R

ent

Assi

stan

ce P

rogr

am

(Sec

tion

8)

Supp

ortiv

e H

ousi

ng

for t

he E

lder

ly

Prog

ram

(Sec

tion

202)

Inco

me

Not

esU

nit o

f Mea

sure

(H

ouse

hold

, Fam

ily,

Indi

vidu

al, O

ther

)

Uni

t of M

easu

re D

efin

ition

100

perc

ent o

f the

FPG

is e

qual

to $

11,1

70 fo

r an

indi

vidu

al a

nd

$23,

050

for a

fam

ily o

f fou

r. Fa

mily

Fam

ily m

eans

all

pers

ons l

ivin

g in

the

sam

e ho

useh

old

who

are

(1) s

uppo

rted

by

the

inco

me

of th

e pa

rent

(s) o

r gua

rdia

n(s)

of t

he

child

enr

ollin

g or

par

ticip

atin

g in

the

prog

ram

, an

d (2

) rel

ated

to th

e pa

rent

(s) o

r gua

rdia

n(s)

by

blo

od, m

arria

ge, o

r ado

ptio

n.

Indi

vidu

al/F

amily

A sin

gle

pers

on, a

pre

gnan

t wom

an o

r a

hous

ehol

d w

ith c

hild

ren

unde

r 18

livin

g w

ith

pare

nts o

r leg

al c

usto

dian

s.

Inco

me

elig

ibili

ty c

riter

ia fo

r Sec

tion

202

hous

ing

are

mos

tly

hand

led

at th

e fa

cilit

y le

vel,

and

each

faci

lity

has i

ts o

wn

elig

ibili

ty

requ

irem

ents

. The

ave

rage

inco

me

of a

Sec

tion

202

resid

ent i

s ap

prox

imat

ely

$10,

000

a ye

ar.

Fam

ily

Atta

chm

ent C

Mat

rix -

Abbr

evia

ted

Sum

mar

y

Page

9 o

f 55

Prog

ram

Nam

e

Coun

ty L

ow-In

com

e H

ealth

Pro

gram

s

Head

Sta

rt

Hou

sing

Cho

ice

Vouc

her R

ent

Assi

stan

ce P

rogr

am

(Sec

tion

8)

Supp

ortiv

e H

ousi

ng

for t

he E

lder

ly

Prog

ram

(Sec

tion

202)

Oth

er E

ligib

ility

Crit

eria

Freq

uenc

y to

Rap

ply/

Reas

sess

Elig

ibili

ty

Whi

le m

ost o

f the

se p

rogr

ams h

ave

elig

ibili

ty c

riter

ia th

at d

o no

t alig

n w

ith th

ose

of C

ARE

and

ESA,

pro

gram

s ope

rate

d in

two

of th

e 58

Ca

lifor

nia

coun

ties –

Ala

med

a an

d Co

ntra

Cos

ta –

do

have

elig

ibili

ty

crite

ria th

at e

ither

alig

n w

ith o

r are

mor

e st

ringe

nt th

an C

ARE

and

ESA.

Th

e re

mai

ning

56

coun

ties i

n Ca

lifor

nia

part

icip

ate

in lo

w-in

com

e he

alth

pr

ogra

ms t

hat d

o no

t alig

n w

ith C

ARE

and

ESA

elig

ibili

ty c

riter

ia. A

nu

mbe

r of c

ount

ies p

artic

ipat

e in

pro

gram

s, su

ch a

s the

Cou

nty

Med

ical

Se

rvic

es P

rogr

am (C

MSP

), th

at b

ase

elig

ibili

ty o

ff of

indi

vidu

al ra

ther

than

ho

useh

old

inco

me.

For

the

35 c

ount

ies t

hat p

artic

ipat

e in

CM

SP,

elig

ibili

ty is

lim

ited

to in

divi

dual

s with

net

non

-exe

mpt

inco

me

at o

r be

low

200

per

cent

of t

he F

PG. S

ever

al c

ount

ies a

lso o

pera

te p

rogr

ams

with

inco

me

elig

ibili

ty re

quire

men

ts th

at a

re le

ss st

ringe

nt th

an th

ose

of

CARE

or E

SA. F

or e

xam

ple,

the

Heal

thy

San

Fran

cisc

o Pr

ogra

m in

San

Fr

anci

sco

Coun

ty se

rves

resid

ents

with

an

inco

me

at o

r bel

ow 5

00

perc

ent o

f the

FPG

, whi

ch is

far g

reat

er th

an th

e CA

RE a

nd E

SA in

com

e re

quire

men

t of a

t or b

elow

200

per

cent

of t

he F

PG.

Avai

labl

e to

fam

ilies

with

a c

hild

bet

wee

n 3

and

5 ye

ars o

ld.

Child

ren

part

icip

atin

g in

Hea

d St

art p

rogr

ams t

hat h

ave

been

foun

d to

be

inco

me

elig

ible

reta

in th

at e

ligib

ility

thou

gh th

at e

nrol

lmen

t yea

r and

the

imm

edia

tely

su

ccee

ding

enr

ollm

ent y

ear.

This

polic

y di

ffers

from

bot

h CA

RE a

nd E

SA; E

SA e

nrol

lmen

t on

ly o

ccur

s onc

e an

d CA

RE in

clud

es p

rovi

sions

for r

ecer

tifyi

ng in

com

e el

igib

ility

eve

ry

two

year

s for

hou

seho

lds o

n a

non-

fixed

inco

me

and

ever

y fo

ur y

ears

for h

ouse

hold

s on

a fix

ed in

com

e. A

ll th

ree

prog

ram

s rev

isit t

heir

prog

ram

elig

ibili

ty re

quire

men

ts o

n an

an

nual

bas

is, H

ead

Star

t as a

resu

lt of

upd

ated

Fed

eral

Pov

erty

Gui

delin

es, a

nd C

ARE

and

ESA

as a

resu

lt of

the

annu

al re

view

of C

E pr

ogra

ms.

Elig

ible

indi

vidu

als a

nd fa

mili

es m

ust m

eet c

itize

nshi

p, in

com

e, a

nd o

ther

fa

ctor

s in

orde

r to

rece

ive

assis

tanc

e, w

ith p

artic

ular

prio

ritie

s pla

ced

on:

fam

ilies

that

hav

e m

inor

chi

ldre

n, a

nd/o

r are

hea

ded

by a

disa

bled

se

nior

; and

fam

ilies

livi

ng in

sub-

stan

dard

hou

sing,

or t

hat h

ave

to sp

end

mor

e th

an 5

0 pe

rcen

t of t

otal

sala

ry o

n re

nt. T

here

is n

o ca

p on

fam

ily

size.

Inco

me

elig

ibili

ty m

ust b

e pr

ovid

ed o

n an

ann

ual b

asis.

Whi

le th

ere

is m

inim

al n

on-in

com

e el

igib

ility

crit

eria

invo

lved

in S

ectio

n 20

2 ho

usin

g, it

is re

quire

d of

the

appl

ican

ts to

be

at le

ast 6

2 ye

ars o

ld.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

10

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

Fede

ral

Depa

rtm

ent o

f the

Inte

rior (

DOI),

Offi

ce o

f Ind

ian

Ener

gy &

Eco

nom

icDe

velo

pmen

tBI

A do

es n

ot e

xpire

. The

re is

no

sepa

rate

fu

ndin

g as

soci

ated

with

Pub

lic L

aw 1

02-

477.

All

the

fund

s inv

olve

d in

an

entit

y's

"477

" pla

n ar

e th

ose

whi

ch th

e en

tity

wou

ld o

ther

wise

rece

ive

unde

r the

au

thor

ity o

f the

indi

vidu

al p

rogr

ams i

t ch

oose

s to

cons

olid

ate

in it

s "47

7" p

lan.

Fo

r Pro

gram

Yea

r 200

6, $

7,43

6,70

4 in

Co

mpr

ehen

sive

Serv

ices

fund

ing

for a

dults

w

as tr

ansf

erre

d to

the

DOI u

nder

"477

".

Also

for P

rogr

am Y

ear 2

006,

$3,

383,

316

in

Supp

lem

enta

l You

th S

ervi

ces f

undi

ng fo

r ad

ults

was

tran

sfer

red

to th

e DO

I.

Does

not

hav

e su

ffici

ent r

esou

rces

to m

eet t

he e

ssen

tial n

eed

item

s of f

ood,

clot

hing

, she

lter,

and

utili

ties (

Nee

d de

term

ined

in §

20.

307

- § 2

0.31

3

CalF

resh

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APFe

dera

l and

Sta

teTh

e be

nefit

s pro

vide

d by

Cal

Fres

h ar

e en

tirel

y fe

dera

lly fu

nded

. Cal

Fres

h is

Calif

orni

a’s v

ersio

n of

the

Supp

lem

enta

l Nut

ritio

n As

sista

nce

Prog

ram

(SN

AP),

form

erly

kno

wn

as fo

od st

amps

.

http

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crw

f.org

/wp-

cont

ent/

uplo

ads/

2011

/01/

cfpa

-cal

fres

hrec

omm

enda

tions

-w

fsum

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011-

final

.pdf

$7,0

90,2

12,4

17 (F

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http

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ww

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usda

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/pd/

17SN

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BEN

$.ht

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http

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ww

.cal

fres

h.ca

.gov

/PG8

41.h

tm

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

11

of 5

5

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

No

Mus

t be

an e

nrol

led

mem

ber o

f a fe

dera

lly re

cogn

ized

Amer

ican

Indi

an/A

lask

a N

ativ

e tr

ibe.

Mus

t app

ly

conc

urre

ntly

for f

inan

cial

ass

istan

ce fr

om o

ther

stat

e, tr

ibal

, cou

nty,

loca

l, or

oth

er fe

dera

l age

ncy

prog

ram

s fo

r whi

ch h

e/sh

e is

elig

ible

; Mus

t not

rece

ive

com

para

ble

publ

ic a

ssist

ance

; M

ust d

evel

op a

nd si

gn a

n em

ploy

men

t str

ateg

y in

the

Indi

vidu

al S

elf-S

uffic

ienc

y Pl

an (I

SP) I

f an

appl

ican

t or r

ecip

ient

is d

eter

min

ed to

be

“em

ploy

able

,” th

en h

e/sh

e m

ust f

ollo

w th

e po

licy

on e

mpl

oym

ent i

n or

der t

o re

mai

n el

igib

le fo

r Gen

eral

As

sista

nce.

Thi

s inc

lude

s:1.

Act

ivel

y se

ekin

g em

ploy

men

t inc

ludi

ng th

e us

e of

ava

ilabl

e st

ate,

trib

al, c

ount

y, lo

cal o

r BIA

fund

ed

empl

oym

ent s

ervi

ces,

and

prov

ide

evid

ence

of m

onth

ly e

ffort

s to

obta

in e

mpl

oym

ent

2. M

ake

satis

fact

ory

prog

ress

in a

n IS

P 3.

Acc

ept l

ocal

and

seas

onab

le e

mpl

oym

ent w

hen

it is

avai

labl

e

The

max

imum

gro

ss a

llow

ed is

130

% o

f the

Fed

eral

pov

erty

leve

l (FP

L) o

r 165

% o

f the

FPL

if th

e ho

useh

old

has a

n el

derly

or

disa

bled

per

son

who

qua

lifie

s to

be a

sepa

rate

hou

seho

ld. I

f the

hou

seho

ld p

asse

s the

gro

ss in

com

e te

st, t

hen

the

net i

ncom

e te

st is

com

pute

d. N

et in

com

e is

com

pute

d by

ded

uctin

g th

e fo

llow

ing,

if a

pplic

able

, fro

m g

ross

inco

me.

The

resu

ltant

am

ount

ca

nnot

exc

eed

100%

of t

he F

PL:

- Ear

ned

inco

me

has a

n al

low

able

ded

uctio

n of

20%

(i.e

., 80

% o

f the

gro

ss e

arne

d in

com

e co

unts

in th

e ca

lcul

atio

n of

ben

efit

leve

ls). E

xam

ples

of e

arne

d in

com

e in

clud

e w

ages

and

sala

ries,

strik

er's

bene

fits,

etc.

- S

tand

ard

Dedu

ctio

n –

A de

duct

ion

allo

wed

per

hou

seho

ld p

er m

onth

. $14

7 fo

r hou

seho

lds o

f 1–3

per

sons

, $15

5 fo

r 4 p

erso

ns,

$181

for 5

per

sons

, and

$20

8 fo

r 6 o

r mor

e pe

rson

s (ef

fect

ive

10/1

/11)

. - E

xces

s She

lter –

A m

onth

ly sh

elte

r cos

t in

exce

ss o

f 50%

of t

he h

ouse

hold

's in

com

e af

ter a

ll ab

ove

dedu

ctio

ns a

re co

nsid

ered

. Th

e ex

cess

shel

ter d

educ

tion

mus

t not

exc

eed

the

curr

ent m

axim

um o

f $45

9 (e

ffect

ive

10/1

/11)

. - H

omel

ess H

ouse

hold

She

lter –

Ava

ilabl

e to

hom

eles

s per

sons

who

are

not

rece

ivin

g fr

ee sh

elte

r for

the

entir

e m

onth

. If t

he

hom

eles

s she

lter a

llow

ance

is u

sed,

sepa

rate

util

ity co

sts a

re n

ot a

llow

ed b

ecau

se th

e ho

mel

ess s

helte

r allo

wan

ce in

clud

es a

ut

ility

com

pone

nt. T

he cu

rren

t allo

wan

ce is

$14

3.

- Sta

ndar

d U

tility

Allo

wan

ce (S

UA)

– A

llow

ed fo

r a h

ouse

hold

that

incu

rs u

tility

cost

s, w

hich

are

sepa

rate

and

apa

rt fr

om th

e ho

useh

old'

s ren

t/m

ortg

age

paym

ent.

The

curr

ent a

llow

ance

is $

329

(effe

ctiv

e 10

/1/1

1).

- Lim

ited

Util

ity A

llow

ance

(LU

A) –

Allo

wed

for a

hou

seho

ld th

at in

curs

exp

ense

s for

at l

east

two

sepa

rate

util

ities

oth

er th

an

heat

ing

and

cool

ing

are

elig

ible

for a

LUA.

The

LUA

allo

wan

ce is

$99

(effe

ctiv

e 10

/1/1

1).

- Tel

epho

ne U

tility

Allo

wan

ce (T

UA)

- A

hous

ehol

d th

at is

not

elig

ible

for t

he S

UA

or LU

A bu

t inc

urs a

tele

phon

e ex

pens

e or

in

its a

bsen

ce a

n eq

uiva

lent

form

of c

omm

unic

atio

n, is

elig

ible

to re

ceiv

e a

tele

phon

e de

duct

ion.

The

TU

A al

low

ance

is

unch

ange

d an

d re

mai

ns $

20 (e

ffect

ive

10/1

/11)

. - D

epen

dent

Car

e –

The

actu

al co

st, n

ot e

xcee

ding

the

max

imum

dep

ende

nt ca

re d

educ

tion,

for c

are

of a

child

or o

ther

de

pend

ent.

Up

to $

200

per m

onth

for t

he c

ost o

f dep

ende

nt c

are

for a

chi

ld, u

nder

2 y

ears

of a

ge a

nd u

p to

$17

5 pe

r mon

th fo

r ea

ch o

ther

dep

ende

nt ca

n be

ded

ucte

d.

- Med

ical

Ded

uctio

n –

The

port

ion

of m

edic

al e

xpen

ses,

excl

udin

g sp

ecia

l die

ts, i

n ex

cess

of t

he a

llow

able

am

ount

of $

35 p

er

hous

ehol

d pe

r mon

th (i

ncur

red

by a

ny h

ouse

hold

mem

ber w

ho is

eld

erly

or d

isabl

ed).

Cert

ain

non-

citiz

ens s

uch

as th

ose

adm

itted

for h

uman

itaria

n re

ason

s and

thos

e ad

mitt

ed fo

r per

man

ent

resid

ence

are

elig

ible

for C

alFr

esh

bene

fits.

Elig

ible

hou

seho

ld m

embe

rs ca

n ge

t Cal

Fres

h be

nefit

s eve

n if

othe

r mem

bers

of t

he h

ouse

hold

are

not

elig

ible

.

Are

child

ren

unde

r 18

year

s of a

ge re

gard

less

of e

ntry

dat

e.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

12

of 5

5

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Hous

ehol

dTh

e Bu

reau

will

revi

ew e

ligib

ility

for G

ener

al A

ssist

ance

:1.

Rev

iew

indi

vidu

al e

ligib

ility

for G

ener

al A

ssist

ance

eve

ry 3

mon

ths f

or in

divi

dual

s who

are

em

ploy

able

and

are

no

t exe

mpt

from

seek

ing

empl

oym

ent

2. R

evie

w e

ligib

ility

eve

ry 6

mon

ths f

or a

ll re

cipi

ents

and

,3.

Rev

iew

elig

ibili

ty w

hene

ver t

here

is a

chan

ge in

stat

us

Rede

term

inat

ion

is an

eva

luat

ion

by a

soci

al se

rvic

es w

orke

r to

asse

ss th

e ne

ed fo

r con

tinue

d fin

anci

al a

ssist

ance

as

outli

ned

in §

20.

304.

It in

clud

es:

(a) A

hom

e vi

sit;

(b) A

n es

timat

e of

inco

me,

livi

ng ci

rcum

stan

ces,

hous

ehol

d co

mpo

sitio

n fo

r the

mon

th(s

) for

whi

ch fi

nanc

ial

assis

tanc

e is

to b

e pr

ovid

ed; a

nd

(c) A

ppro

pria

te re

visio

ns to

the

case

pla

n an

d th

e IS

P.

No

Hous

ehol

dCa

lFre

sh re

cipi

ents

mus

t not

ify th

eir l

ocal

Cou

nty

Wel

fare

Dep

artm

ent a

bout

chan

ges i

n th

eir i

ncom

e or

oth

er

circ

umst

ance

s. S

uch

chan

ges m

ay a

ffect

thei

r elig

ibili

ty fo

r ben

efits

. The

re a

re tw

o ki

nds o

f rep

ortin

g: C

hang

e an

d Q

uart

erly

, whi

ch a

re d

escr

ibed

bel

ow:

Chan

ge R

epor

ting:

Chan

ge re

port

ing

hous

ehol

ds a

re th

ose

in w

hich

hou

seho

ld m

embe

rs a

re se

ason

al a

nd/o

r mig

rant

farm

wor

kers

, el

derly

, disa

bled

or h

omel

ess.

Th

ese

hous

ehol

ds a

re re

quire

d to

repo

rt w

ithin

10

days

from

the

date

of a

cha

nge

in w

ritin

g, v

erba

lly o

r in

pers

on.

Chan

ges r

equi

red

to b

e re

port

ed a

re: t

he so

urce

and

am

ount

of g

ross

inco

me

of m

ore

than

$25

; add

ition

or l

oss o

f a

hous

ehol

d m

embe

r; ad

dres

s cha

nges

and

shel

ter c

osts

; whe

n ca

sh o

n ha

nd, s

tock

s, bo

nds,

mon

ey in

a b

ank

acco

unt

or sa

ving

s rea

ch a

tota

l of $

2,00

0 ($

3,00

0 fo

r eld

erly

and

disa

bled

hou

seho

lds)

; a c

hang

e in

chi

ld su

ppor

t pay

men

ts

mad

e to

a n

on-h

ouse

hold

mem

ber

Qua

rter

ly R

epor

ting:

Qua

rter

ly R

epor

ting

(QR)

hou

seho

lds a

re re

quire

d to

repo

rt e

very

3 m

onth

s on

the

QR

7 fo

rm.

The

form

ask

s the

hou

seho

ld to

repo

rt in

com

e, m

edic

al a

nd ch

ild ca

re e

xpen

ses a

nd a

ny ch

ange

that

the

hous

ehol

d is

expe

ctin

g to

cha

nge

in th

e ne

xt 3

mon

ths (

next

QR

quar

ter)

. - I

n-be

twee

n re

port

ing

chan

ges o

n th

e Q

R 7,

dur

ing

the

quar

ter,

the

QR

hous

ehol

ds a

re re

quire

d to

repo

rt

-ch

ange

s of a

ddre

ss.

- Hou

seho

lds m

ay re

port

, du

ring

the

quar

ter,

any

chan

ge th

at co

uld

incr

ease

ben

efits

, suc

h as

, a jo

b lo

ss o

r in

crea

sed

shel

ter e

xpen

ses.

- B

enef

its ca

nnot

be

decr

ease

d m

id-q

uart

er u

nles

s: th

e co

unty

has

to im

pose

a sa

nctio

n/fin

anci

al p

enal

ty, a

n in

divi

dual

is a

ppro

ved

for b

enef

its in

ano

ther

hou

seho

ld o

r, in

corr

ect i

nfor

mat

ion

has b

een

repo

rted

by

the

hous

ehol

d.

No

cap

- pro

gram

ava

ilabl

e to

any

and

all

indi

vidu

als l

ivin

g in

hom

e th

at w

ishes

to a

pply

for f

ood

stam

p be

nefit

s. I

nfor

mat

ion

from

ap

plic

atio

n al

low

s up-

to te

n (1

0) in

divi

dual

s on

form

, whi

le e

ach

addi

tiona

l per

son

afte

r 8 m

ust a

dd $

406

gros

s and

$31

2 to

the

net

inco

me

of th

e ho

useh

old.

http

://w

ww

.cds

s.ca

.gov

/foo

dsta

mps

/ent

res/

form

s/en

glish

/DFA

285A

1.pd

f

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

13

of 5

5

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

The

Bure

au w

ill re

view

elig

ibili

ty fo

r Gen

eral

Ass

istan

ce:

1. R

evie

w in

divi

dual

elig

ibili

ty fo

r Gen

eral

Ass

istan

ce e

very

3 m

onth

s fo

r ind

ivid

uals

who

are

em

ploy

able

and

are

not

exe

mpt

from

seek

ing

empl

oym

ent

2. R

evie

w e

ligib

ility

eve

ry 6

mon

ths f

or a

ll re

cipi

ents

and

,3.

Rev

iew

elig

ibili

ty w

hene

ver t

here

is a

chan

ge in

stat

us

Rede

term

inat

ion

is an

eva

luat

ion

by a

soci

al se

rvic

es w

orke

r to

asse

ss

the

need

for c

ontin

ued

finan

cial

ass

istan

ce a

s out

lined

in §

20.

304.

It

incl

udes

: (a

) A h

ome

visit

; (b

) An

estim

ate

of in

com

e, li

ving

circ

umst

ance

s, ho

useh

old

com

posit

ion

for t

he m

onth

(s) f

or w

hich

fina

ncia

l ass

istan

ce is

to b

e pr

ovid

ed; a

nd

(c) A

ppro

pria

te re

visio

ns to

the

case

pla

n an

d th

e IS

P.

The

Bure

au w

ill re

view

elig

ibili

ty fo

r Gen

eral

Ass

istan

ce:

1. R

evie

w in

divi

dual

elig

ibili

ty fo

r Gen

eral

Ass

istan

ce e

very

3 m

onth

s for

in

divi

dual

s who

are

em

ploy

able

and

are

not

exe

mpt

from

seek

ing

empl

oym

ent

2. R

evie

w e

ligib

ility

eve

ry 6

mon

ths f

or a

ll re

cipi

ents

and

,3.

Rev

iew

elig

ibili

ty w

hene

ver t

here

is a

chan

ge in

stat

us

Rede

term

inat

ion

is an

eva

luat

ion

by a

soci

al se

rvic

es w

orke

r to

asse

ss th

e ne

ed

for c

ontin

ued

finan

cial

ass

istan

ce a

s out

lined

in §

20.

304.

It in

clud

es:

(a) A

hom

e vi

sit;

(b) A

n es

timat

e of

inco

me,

livi

ng ci

rcum

stan

ces,

hous

ehol

d co

mpo

sitio

n fo

r the

m

onth

(s) f

or w

hich

fina

ncia

l ass

istan

ce is

to b

e pr

ovid

ed; a

nd

(c) A

ppro

pria

te re

visio

ns to

the

case

pla

n an

d th

e IS

P.

The

appl

ican

t is t

he p

rimar

y so

urce

of i

nfor

mat

ion

used

to d

eter

min

e el

igib

ility

and

ne

ed. I

f it i

s nec

essa

ry to

secu

re in

form

atio

n su

ch a

s med

ical

reco

rds f

rom

oth

er

sour

ces,

the

appl

ican

t mus

t aut

horiz

e th

e re

leas

e of

info

rmat

ion.

An

appl

ican

t mus

t im

med

iate

ly re

port

to th

e so

cial

serv

ices

wor

ker a

ny ch

ange

s in

circ

umst

ance

s tha

t m

ay a

ffect

his/

her e

ligib

ility

or t

he a

mou

nt o

f fin

anci

al a

ssist

ance

they

rece

ive.

Unk

now

nYe

sAs

stat

ed in

the

gene

ral p

roce

ss:

(htt

p://

ww

w.c

alfr

esh.

ca.g

ov/e

ntre

s/ge

tinfo

/pdf

/fsm

an3.

pdf)

Yes e

ligib

ility

is co

nfirm

ed. T

his o

ccur

s thr

ough

the

cour

se o

f the

app

licat

ion

proc

ess

as h

ouse

hold

s mus

t hav

e in

form

atio

n ve

rifie

d th

roug

h pr

ovid

ed d

ocum

ents

, in

terv

iew

s, et

c. If

the

hous

ehol

d fa

ils to

pro

vide

such

info

rmat

ion/

inte

rvie

w, t

hey

will

be

not

ified

. Sim

ilarly

if th

e fa

mily

adh

eres

/com

plet

es th

e ve

rific

atio

n pr

oces

s the

y ar

e gr

ante

d ac

cess

to th

e pr

ogra

m.

The

appl

icat

ion

proc

ess i

nclu

des f

iling

and

com

plet

ing

an a

pplic

atio

n, b

eing

in

terv

iew

ed, a

nd h

avin

g ce

rtai

n in

form

atio

n ve

rifie

d. T

he C

WD

shal

l act

pro

mpt

ly o

n al

l app

licat

ions

and

pro

vide

food

stam

p be

nefit

s ret

roac

tive

to th

e m

onth

of

appl

icat

ion

to th

ose

hous

ehol

ds th

at h

ave

com

plet

ed th

e ap

plic

atio

n pr

oces

s and

hav

e be

en d

eter

min

ed e

ligib

le. E

xped

ited

serv

ice

shal

l be

avai

labl

e to

hou

seho

lds t

hat

qual

ify u

nder

the

prov

ision

s of S

ectio

n 63

-301

.5.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

14

of 5

5

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

Unk

now

nM

ust r

esid

e in

a se

rvic

e ar

ea o

r des

igna

ted

serv

ice

area

au

thor

ized

by th

e As

sista

nt S

ecre

tary

-Indi

an A

ffairs

. A

serv

ice

area

coul

d in

clud

e c

an in

clud

e a

rese

rvat

ion,

ne

ar re

serv

atio

n, o

r oth

er g

eogr

aphi

c loc

atio

n.

Gene

ral A

ssist

ance

fund

s mus

t be

used

for e

ssen

tial n

eeds

of f

ood,

clot

hing

, she

lter a

nd u

tiliti

es to

clie

nts d

eem

ed

elig

ible

for s

ervi

ces

http

://w

ww

.gpo

.gov

/fds

ys/p

kg/C

FR-2

012-

title

25-v

ol1/

xml/C

FR-2

012-

title

25-v

ol1-

part

20.x

ml

3+ m

illio

nTh

e pr

ogra

m se

rves

all

58 co

untie

s in

the

stat

e an

d is

oper

ated

loca

lly b

y co

unty

wel

fare

dep

artm

ents

.

http

://w

ww

.cds

s.ca

.gov

/cal

wor

ks/d

efau

lt.ht

m

The

CalF

resh

Pro

gram

, for

mer

ly k

now

n as

Foo

d St

amps

and

fede

rally

kno

wn

as th

e Su

pple

men

tal

Nut

ritio

n As

sista

nce

Prog

ram

(SN

AP),

can

add

to y

our f

ood

budg

et to

put

hea

lthy

and

nutr

itiou

s fo

od o

n th

e ta

ble.

The

pro

gram

issu

es m

onth

ly e

lect

roni

c ben

efits

that

can

be

used

to b

uy m

ost

food

s at m

any

mar

kets

and

food

stor

es.

http

://w

ww

.cal

fres

h.ca

.gov

/def

ault.

htm

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

15

of 5

5

Prog

ram

Nam

e

Bure

au o

f Ind

ian

Affa

irs G

ener

al

Assi

stan

ce

CalF

resh

/SN

AP

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

Yes.

If th

e Bu

reau

incr

ease

s, de

crea

ses,

susp

ends

, or t

erm

inat

es fi

nanc

ial a

ssist

ance

, the

so

cial

serv

ices

wor

ker m

ust m

ail o

r han

d de

liver

to th

e ap

plic

ant o

r rec

ipie

nt a

writ

ten

notic

e of

the

actio

n. T

he n

otic

e m

ust:

(a) S

tate

the

actio

n ta

ken,

the

effe

ctiv

e da

te, a

nd th

e re

ason

(s) f

or th

e de

cisio

n; (b

) Inf

orm

the

appl

ican

t or r

ecip

ient

of t

he ri

ght t

o re

ques

t a

hear

ing

if di

ssat

isfie

d w

ith th

e de

cisio

n; (c

) Adv

ise th

e ap

plic

ant o

r rec

ipie

nt o

f the

righ

t to

be

repr

esen

ted

by a

n au

thor

ized

repr

esen

tativ

e at

no

expe

nse

to th

e Bu

reau

; (d)

Incl

ude

the

addr

ess o

f the

loca

l Sup

erin

tend

ent o

r his/

her d

esig

nate

d re

pres

enta

tive

to w

hom

the

requ

est f

or a

hea

ring

mus

t be

subm

itted

; (e)

Adv

ise th

e ap

plic

ant o

r rec

ipie

nt th

at fa

ilure

to

requ

est a

hea

ring

with

in 2

0 da

ys o

f the

dat

e of

the

notic

e w

ill ca

use

the

deci

sion

to b

ecom

e fin

al a

nd n

ot su

bjec

t to

appe

al u

nder

25

CFR

part

2; a

nd (f

) Be

deliv

ered

to th

e ap

plic

ant 2

0 da

ys in

adv

ance

of t

he e

ffect

ive

date

of t

he a

ctio

n.

Em

ploy

men

t req

uire

men

t doe

s not

app

ly to

any

per

son

mee

ting

the

crite

ria in

§ 2

0.31

5:

(a) A

nyon

e yo

unge

r tha

n 16

(b

) A fu

ll-st

uden

t und

er th

e ag

e of

19

if he

/she

is a

tten

ding

an

elem

enta

ry o

r sec

onda

ry sc

hool

or a

vo

catio

nal o

r tec

hnic

al sc

hool

equ

ival

ent t

o a

seco

ndar

y sc

hool

and

he/

she

is m

akin

g sa

tisfa

ctor

y pr

ogre

ss.

(c) A

per

son

enro

lled

at le

ast h

alf-t

ime

in a

pro

gram

of s

tudy

und

er S

ectio

n 54

04 o

f Pub

. L. 1

00-2

97

if he

/she

is m

akin

g sa

tisfa

ctor

y pr

ogre

ss a

nd h

e/sh

e w

as a

n ac

tive

Gene

ral A

ssist

ance

reci

pien

t for

a

min

imum

of 3

mon

ths b

efor

e de

term

inat

ion/

rede

term

inat

ion

of e

ligib

ility

. (d

) A p

erso

n su

fferin

g fr

om a

tem

pora

ry m

edic

al in

jury

or i

llnes

s if i

t is d

ocum

ente

d in

the

case

pla

n th

at th

e ill

ness

or i

njur

y is

serio

us e

noug

h to

tem

pora

rily

prev

ent e

mpl

oym

ent a

nd h

e/sh

e m

ust b

e re

ferr

ed to

SSI

if th

e di

sabi

lity

stat

us e

xcee

ds 3

mon

ths.

(e

) An

inca

paci

tate

d pe

rson

who

has

not

yet

rece

ived

Sup

plem

enta

l Sec

urity

Inco

me

(SSI

) ass

istan

ce

if a

phy

sicia

n, p

sych

olog

ist, o

r soc

ial s

ervi

ces w

orke

r cer

tifie

s tha

t a p

hysic

al o

r men

tal i

mpa

irmen

t (e

ither

by

itsel

f, or

in co

njun

ctio

n w

ith a

ge) p

reve

nts t

he in

divi

dual

from

bei

ng e

mpl

oyed

and

the

asse

ssm

ent i

s doc

umen

ted

in th

e ca

se p

lan.

(f)

A ca

reta

ker w

ho is

resp

onsib

le fo

r a p

erso

n in

the

hom

e w

ho h

as a

phy

sical

or m

enta

l im

pairm

ent

if a

phys

icia

n or

cert

ified

psy

chol

ogist

ver

ifies

the

cond

ition

and

the

case

pla

n do

cum

ents

that

: the

co

nditi

on re

quire

s the

car

etak

er to

be

hom

e on

a v

irtua

lly co

ntin

uous

bas

is; a

nd th

ere

is no

oth

er

appr

opria

te h

ouse

hold

mem

ber a

vaila

ble

to p

rovi

de th

is ca

re.

(g) A

par

ent o

r oth

er in

divi

dual

who

doe

s not

hav

e ac

cess

to ch

ild ca

re if

he/

she

pers

onal

ly p

rovi

des

full-

time

care

to a

child

und

er th

e ag

e of

6

(h) A

per

son

for w

hom

em

ploy

men

t is n

ot a

cces

sible

if th

ere

is a

min

imum

com

mut

ing

time

of o

ne

hour

eac

h w

ay

The

goal

of t

he G

ener

al A

ssist

ance

pro

gram

is to

incr

ease

self-

suffi

cien

cy. E

ach

Gene

ral A

ssist

ance

reci

pien

t mus

t wor

k w

ith th

e so

cial

serv

ices

wor

ker t

o de

velo

p an

d sig

n an

Indi

vidu

al S

elf-

Suffi

cien

cy P

lan

(ISP)

. The

pla

n m

ust o

utlin

e th

e sp

ecifi

c ste

ps th

e in

divi

dual

will

take

to in

crea

se in

depe

nden

ce b

y m

eetin

g th

e go

al

of e

mpl

oym

ent.

Hou

seho

ld d

ocum

enta

tion

of th

eir e

ligib

ility

occ

urs u

pon

the

com

plet

ion

and

acce

ptan

ce in

to

the

prog

ram

. Elig

ibili

ty h

as b

een

gran

ted

once

the

part

y re

ceiv

es co

upon

s, an

aut

horiz

atio

ndo

cum

ent,

or a

n ac

cess

dev

ice

and

havi

ng a

n iss

uanc

e fa

cilit

y op

en a

nd a

vaila

ble

for t

he

hous

ehol

d to

obt

ain

its a

llotm

ent.

If an

app

licat

ion

is de

nied

, the

inel

igib

le h

ouse

hold

shal

l be

sent

a n

otic

e of

act

ion

deny

ing

thei

r app

licat

ion

as so

onas

pos

sible

but

not

late

r tha

n 30

day

s fol

low

ing

the

date

the

appl

icat

ion

was

file

d.

(sec

tion

63-3

01, p

age

125)

http

://w

ww

.cal

fres

h.ca

.gov

/ent

res/

getin

fo/p

df/f

sman

3.pd

f

Non

-citi

zens

who

are

in th

e U

.S. t

empo

raril

y, su

ch a

s stu

dent

s, ar

e no

t elig

ible

. A n

umbe

r of s

tate

s ha

ve th

eir o

wn

prog

ram

s to

prov

ide

bene

fits t

o le

gal i

mm

igra

nts w

ho d

o no

t mee

t the

regu

lar

CalF

resh

Pro

gram

elig

ibili

ty re

quire

men

ts. C

alifo

rnia

's pr

ogra

m is

the

Calif

orni

a Fo

od A

ssist

ance

Pr

ogra

m.

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

16

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

CalW

ORK

s (TA

NF)

Fede

ral a

nd S

tate

The

CalW

ORK

s pro

gram

is fu

nded

by

a co

mbi

natio

n of

fede

ral,

stat

e, a

nd lo

cal

fund

s. F

eder

al fu

ndin

g is

prov

ided

thro

ugh

an a

nnua

l $3.

7 bi

llion

TAN

F bl

ock

gran

t. W

hile

a m

ajor

ity o

f the

TAN

F bl

ock

gran

t is u

sed

to fu

nd th

e Ca

lWO

RKs

prog

ram

, TAN

F fu

nds c

an b

e us

ed fo

r any

act

iviti

es th

at m

eet t

he b

road

pu

rpos

es o

f the

TAN

F pr

ogra

m. T

o re

ceiv

e th

e fu

ll TA

NF

bloc

k gr

ant,

Calif

orni

a m

ust c

ontr

ibut

e at

leas

t $2.

9 bi

llion

from

var

ious

non

fede

ral s

ourc

es to

mee

t a

mai

nten

ance

–of–

effo

rt (M

OE)

requ

irem

ent.

Alth

ough

the

MO

E re

quire

men

t is

prim

arily

met

thro

ugh

stat

e an

d co

unty

spen

ding

on

CalW

ORK

s, so

me

stat

e ex

pend

iture

s in

othe

r pro

gram

s (su

ch a

s sub

sidize

d ch

ild ca

re) a

lso co

unt

tow

ard

satis

fyin

g th

e re

quire

men

t. Co

unty

cos

ts to

adm

inist

er th

e Ca

lWO

RKs

prog

ram

, as w

ell a

s pro

vide

em

ploy

men

t ser

vice

s and

child

care

to C

alW

ORK

s re

cipi

ents

, are

fund

ed th

roug

h an

ann

ual b

lock

gra

nt (k

now

n as

the

singl

e al

loca

tion)

pro

vide

d by

the

stat

e. In

add

ition

, as a

resu

lt of

the

2011

–12

real

ignm

ent,

$1.1

bill

ion

in lo

cal f

unds

wer

e re

dire

cted

to co

ver a

por

tion

of

CalW

ORK

s cas

h gr

ant c

osts

.

http

://w

ww

.lao.

ca.g

ov/a

naly

sis/2

012/

ss/c

alw

orks

-chi

ld-c

are-

0222

12.a

spx

Calif

orni

a re

ceiv

es a

$3.

7 bi

llion

fede

ral

TAN

F bl

ock

gran

t ann

ually

. The

Sta

te's

curr

ent M

OE

requ

irem

ent i

s $2.

9 bi

llion

. A

tota

l of $

6.6

billi

on in

TAN

F/M

OE

fund

ing

each

yea

r sup

port

s Cal

WO

RKs a

nd re

late

d pr

ogra

ms i

n CD

SS a

nd o

ther

dep

artm

ents

.

Inco

me

elig

ibili

ty re

quire

men

ts in

clud

e th

e fo

llow

ing:

- Ha

ve a

net

mon

thly

inco

me

less

than

the

max

imum

aid

pay

men

t for

fam

ily si

ze

- H

ave

less

than

$20

00 in

cas

h, b

ank,

acc

ount

s and

oth

er re

sour

ces (

$300

0 if

60 y

ears

or o

lder

)

- M

otor

veh

icle

s val

ued

at $

4650

or l

ess m

ay b

e ex

clud

ed fr

om th

e re

sour

ce li

mit.

http

://w

ww

.ladp

ss.o

rg/d

pss/

calw

orks

/elig

ibili

ty.c

fm

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) Fe

dera

l Th

e O

ffice

of H

ead

Star

t (O

HS),

with

in th

e Ad

min

istra

tion

of C

hild

ren

and

Fam

ilies

of t

he D

epar

tmen

t of H

ealth

and

Hum

an S

ervi

ces,

awar

ds g

rant

s to

publ

ic a

nd p

rivat

e ag

enci

es o

n a

com

petit

ive

basis

to p

rovi

de th

ese

com

preh

ensiv

e se

rvic

es to

spec

ific c

omm

uniti

es.

(htt

p://

ww

w.a

cf.h

hs.g

ov/p

rogr

ams/

ohs/

abou

t/he

ad-s

tart

)

Nat

iona

lly: H

ead

Star

t is c

urre

ntly

fund

ed

at o

ver $

6.8

billi

on a

nd se

rves

mor

e th

an

909,

000

low

-inco

me

child

ren

and

fam

ilies

na

tionw

ide.

Calif

orni

a: C

alifo

rnia

's He

ad S

tart

pro

gram

is

the

larg

est i

n th

e na

tion.

In 2

009,

ove

r 10

9,00

0 ch

ildre

n w

ere

serv

ed b

y He

ad

Star

t with

a p

rogr

am b

udge

t of o

ver $

859

mill

ion.

Cal

iforn

ia's

Hea

d St

art p

rogr

ams

are

adm

inist

ered

thro

ugh

a sy

stem

of 7

4 gr

ante

es a

nd 8

8 de

lega

te a

genc

ies.

http

://w

ww

.cde

.ca.

gov/

sp/c

d/re

/chs

sco.

asp

"The

HHS

Pov

erty

Gui

delin

es a

nd S

ectio

n 64

5 of

the

Head

Sta

rt A

ct a

re u

sed

to d

eter

min

e in

com

e el

igib

ility

for

part

icip

atio

n in

Hea

d St

art a

nd E

arly

Hea

d St

art p

rogr

ams.

Pro

gram

staf

f may

refe

r to

thes

e re

sour

ces w

hen

wor

king

with

fa

mili

es.

Child

ren

from

birt

h to

age

five

who

are

from

fam

ilies

with

inco

mes

bel

ow th

e po

vert

y gu

idel

ines

are

elig

ible

for H

ead

Star

t an

d Ea

rly H

ead

Star

t ser

vice

s. C

hild

ren

from

hom

eles

s fam

ilies

, and

fam

ilies

rece

ivin

g pu

blic

ass

istan

ce su

ch a

s TAN

F or

SSI

ar

e al

so e

ligib

le. F

oste

r chi

ldre

n ar

e el

igib

le re

gard

less

of t

heir

fost

er fa

mily

’s in

com

e. P

rogr

am st

aff m

embe

rs m

ay re

fer t

o th

is se

ctio

n of

the

Head

Sta

rt A

ct to

furt

her u

nder

stan

d e

ligib

ility

for H

ead

Star

t and

Ear

ly H

ead

Star

t.

The

pove

rty

guid

elin

es a

re a

djus

ted

for f

amili

es o

f diff

eren

t size

s and

may

be

used

to d

eter

min

e fin

anci

al e

ligib

ility

for

cert

ain

fede

ral p

rogr

ams s

uch

as H

ead

Star

t and

Ear

ly H

ead

Star

t ser

vice

s. T

he g

uide

lines

are

issu

ed e

ach

year

in th

e Fe

dera

l Reg

ister

by

the

Depa

rtm

ent o

f Hea

lth a

nd H

uman

Ser

vice

s. A

sing

le se

t of g

uide

lines

app

lies t

o th

e 48

cont

iguo

us

stat

es a

nd th

e Di

stric

t of C

olum

bia.

The

re a

re se

para

te se

ts o

f pov

erty

gui

delin

es fo

r Ala

ska

and

Haw

aii.

Thes

e gu

idel

ines

m

ay b

e us

ed w

hen

dete

rmin

ing

a fa

mily

's el

igib

ility

for H

ead

Star

t and

Ear

ly H

ead

Star

t ser

vice

s."

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/tta

-sys

tem

/ope

ratio

ns/m

gmt-a

dmin

/elig

ibili

ty-e

nrol

l/inc

ome/

Pove

rtyG

uide

line.

htm

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

17

of 5

5

Prog

ram

Nam

e

CalW

ORK

s (TA

NF)

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) In

dexe

d to

Fed

eral

or O

ther

Inco

me

Leve

ls?

Non

-Inco

me

Requ

irem

ents

?

Unk

now

n, p

oten

tial i

ndex

ed to

the

requ

irem

ents

list

ed a

t fol

low

ing

site:

htt

p://

ww

w.la

dpss

.org

/dps

s/ca

lwor

ks/e

ligib

ility

.cfm

Non

-inco

me

requ

irem

ent i

tem

s inc

lude

the

follo

win

g:

- Res

ide

in C

alifo

rnia

and

inte

nd to

stay

- Hav

e ch

ildre

n or

are

pre

gnan

t and

:- O

ne o

r bot

h pa

rent

s are

abs

ent f

rom

the

hom

e, d

ecea

sed

or d

isabl

ed

- Bo

th p

aren

ts a

re in

the

hom

e, b

ut th

e pr

inci

pal w

age

earn

er is

eith

er u

nem

ploy

ed o

r wor

king

less

than

100

ho

urs p

er m

onth

at t

he ti

me

they

app

ly fo

r ass

istan

ce

- Be

a U

nite

d St

ates

citiz

en o

r a la

wfu

l im

mig

rant

- Hav

e a

Soci

al S

ecur

ity n

umbe

r or h

ave

appl

ied

for o

ne- P

rovi

de p

roof

of r

egul

ar sc

hool

att

enda

nce

for a

ll sc

hool

age

child

ren

- Pro

vide

pro

of o

f im

mun

izat

ions

for a

ll ch

ildre

n un

der t

he a

ge o

f six

.- C

oope

rate

with

child

supp

ort r

equi

rem

ents

- Par

ticip

ate

in w

elfa

re-t

o-w

ork

activ

ities

- Pe

rfor

m 3

2 ho

urs o

f wor

k re

late

d ac

tiviti

es p

er w

eek

for a

sing

le p

aren

t hou

seho

ld o

r 35

hour

s per

wee

k in

a

two-

pare

nt h

ouse

hold

HH

S Po

vert

y Gu

idel

ines

To b

e el

igib

le fo

r Hea

d St

art s

ervi

ces,

a c

hild

mus

t be

at le

ast t

hree

yea

rs o

ld b

y th

e da

te u

sed

to d

eter

min

e el

igib

ility

for p

ublic

scho

ol in

the

com

mun

ity in

whi

ch th

e He

ad S

tart

pro

gram

is lo

cate

d, e

xcep

t in

case

s w

here

the

Head

Sta

rt p

rogr

am's

appr

oved

gra

nt p

rovi

des s

peci

fic a

utho

rity

to se

rve

youn

ger c

hild

ren.

Ex

ampl

es o

f suc

h ex

cept

ions

are

pro

gram

s ser

ving

child

ren

of m

igra

nt fa

mili

es a

nd E

arly

Hea

d St

art p

rogr

ams.

(h

ttp:

//ec

lkc.

ohs.

acf.h

hs.g

ov/h

slc/s

tand

ards

/Hea

d%20

Star

t%20

Requ

irem

ents

/130

5/13

05.4

%20

Age%

20of

%20

child

ren%

20an

d%20

fam

ily%

20in

com

e.ht

m)

In se

lect

ing

the

child

ren

and

fam

ilies

to b

e se

rved

, the

Hea

d St

art p

rogr

am m

ust c

onsid

er th

e in

com

e of

el

igib

le fa

mili

es, t

he a

ge o

f the

child

, the

ava

ilabi

lity

of k

inde

rgar

ten

or fi

rst g

rade

to th

e ch

ild, a

nd th

e ex

tent

to

whi

ch a

chi

ld o

r fam

ily m

eets

the

crite

ria th

at e

ach

prog

ram

is re

quire

d to

est

ablis

h in

Sec

. 130

5.3(

c)(6

). (h

ttp:

//ec

lkc.

ohs.

acf.h

hs.g

ov/h

slc/s

tand

ards

/Hea

d%20

Star

t%20

Requ

irem

ents

/130

5/13

05.6

%20

Sele

ctio

n%20

proc

ess.

.htm

)

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

18

of 5

5

Prog

ram

Nam

e

CalW

ORK

s (TA

NF)

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) W

ho is

Elig

ible

? In

divi

dual

, Fam

ily, H

ouse

hold

? W

hen

is p

rogr

am e

ligib

ility

revi

site

d or

upd

ated

? (P

rogr

am L

evel

)If

Fam

ily o

r Hou

seho

ld, C

ap o

n N

umbe

rs?

Fam

ilyRe

cipi

ents

are

requ

ired

to su

mbi

t qua

terly

repo

rts t

hat s

erve

as a

eva

luat

ion

of b

enifi

ts/n

eed.

To im

plem

ent T

ANF,

Cal

iforn

ia a

dopt

ed th

e Ca

lifor

nia

Wor

k O

ppor

tuni

ty a

nd R

espo

nsib

ility

to K

ids A

ct (C

alW

ORK

s)

in 1

997.

Und

erst

andi

ng th

is, th

e pr

ogra

m's

elig

ibili

ty is

revi

sited

/upd

ated

on

a sc

hedu

le th

at m

irror

s tha

t of T

ANF

chan

ges,

both

in p

olic

y an

d fu

ndin

g, a

lthou

gh th

ere

is ye

arly

upd

ates

/cha

nges

in re

gard

s to

fund

ing,

the

mos

t re

cent

bei

ng in

201

2, a

fter t

he D

RA (D

efic

it Re

duct

ion

Act)

of 2

005

reau

thor

ized

TAN

F th

roug

h 20

10.

http

://w

ww

.cal

fres

h.ca

.gov

/ent

res/

getin

fo/p

df/f

sman

4a.p

df

Use

- 63

-402

Ther

e is

no ca

p on

the

num

ber o

f ind

ivid

uals

that

mak

e up

a

hous

ehol

d, a

lthou

gh a

hou

seho

ld is

def

ined

as b

eing

com

pose

d of

an

y of

the

follo

win

g in

divi

dual

s or g

roup

s of i

ndiv

idua

ls, p

rovi

ded

that

such

indi

vidu

als o

r gro

ups a

re n

ot re

siden

ts o

f an

inst

itutio

n,

exce

pt a

s oth

erw

ise sp

ecifi

ed in

Sec

tion

63-4

02.4

, res

iden

ts o

f a

com

mer

cial

boa

rdin

g ho

use,

or b

oard

ers,

exce

pt a

s oth

erw

ise

spec

ified

in S

ectio

n 63

-402

.31:

- A

n in

divi

dual

livi

ng a

lone

- A

n in

divi

dual

livi

ng w

ith o

ther

s, bu

t cus

tom

arily

pur

chas

ing

food

an

d pr

epar

ing

mea

ls fo

r hom

eco

nsum

ptio

n se

para

te a

nd a

part

from

the

othe

rs e

xcep

t as

othe

rwise

spec

ified

in S

ectio

n 63

-402

.14.

- A

gro

up o

f ind

ivid

uals

who

live

toge

ther

and

cust

omar

ily

purc

hase

food

and

/or p

repa

re m

eals

toge

ther

for h

ome

cons

umpt

ion.

Fam

ily -

Child

ren

from

fam

ilies

that

mee

t the

inco

me

elig

ibili

ty cr

iteria

.

Indi

an T

ribes

may

also

enr

oll a

dditi

onal

chi

ldre

n in

the

com

mun

ity w

ho d

o no

t mee

t the

low

-inco

me

crite

ria, s

o lo

ng a

s the

Hea

d St

art p

rogr

am p

redo

min

antly

serv

es ch

ildre

n w

ho m

eet t

he lo

w-in

com

e cr

iteria

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Ac

t/he

adst

arta

ct.h

tml#

645

HHS

Pove

rty

Gui

delin

es a

re is

sued

eac

h ye

ar in

the

Fede

ral R

egis

ter.

Thes

e gu

idel

ines

may

be

used

whe

n de

term

inin

g a

fam

ily's

elig

ibili

ty fo

r Hea

d St

art a

nd E

arly

Hea

d St

art s

ervi

ces.

http

://a

spe.

hhs.

gov/

pove

rty/

12po

vert

y.sh

tml

No

cap.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

19

of 5

5

Prog

ram

Nam

e

CalW

ORK

s (TA

NF)

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) Fr

eque

ncy

of E

nrol

lmen

t?Is

Elig

ibili

ty C

onfir

med

?M

etho

d an

d Fr

eque

ncy

of E

ligib

ility

Con

firm

atio

n

Star

ting

Janu

ary

1, 1

998,

adu

lts c

an g

ener

ally

onl

y re

ceiv

e 48

mon

ths

of ca

sh a

id fo

r the

ir w

hole

life

. Chi

ldre

n ca

n co

ntin

ue to

be

aide

d. T

o ge

t cas

h ai

d af

ter 4

8 m

onth

s, al

l par

ents

or c

aret

aker

s who

are

aid

ed

mus

t be:

- A

ge 6

0 or

old

er -

Tak

ing

care

of a

n ill

or d

isabl

ed fa

mily

mem

ber l

ivin

g in

the

hom

e. -

Res

pons

ible

for a

child

who

is a

war

d of

the

cour

t or a

child

who

is a

t ris

k of

fost

er ca

re p

lace

men

t, if

it pr

even

ts th

e pe

rson

from

wor

king

. -

Disa

bled

and

get

ting

bene

fits s

uch

as S

uppl

emen

tal S

ecur

ity

Inco

me/

Stat

e Su

pple

men

tal P

aym

ent (

SSI/

SSP)

, wor

kers

Co

mpe

nsat

ion

or S

tate

Disa

bilit

y In

sura

nce

(SDI

). -

A v

ictim

of d

omes

tic v

iole

nce

and

the

Coun

ty d

eter

min

es g

ood

caus

e ex

ists

to w

aive

tim

e lim

its

http

://w

ww

.ladp

ss.o

rg/d

pss/

calw

orks

/tim

elim

its.c

fm

Elig

ibili

ty is

conf

irmed

thro

ugh

the

pres

enta

tion

of re

quire

d do

cum

ents

and

m

eetin

g se

t Cal

iforn

ia st

ate

stan

dard

s for

the

prog

ram

.Ho

useh

olds

can

rece

ive

up to

48

mon

ths o

f cas

h as

sista

nce.

Stu

dent

s with

in th

e pr

ogra

m m

ust p

rovi

de p

roof

of s

choo

l enr

ollm

ent o

n a

sem

este

r bas

is to

con

tinue

to

rece

ive

assis

tanc

e fo

r tha

t stu

dent

.

Head

star

t ser

vice

s are

pro

vide

d to

3-5

yea

r old

s.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.4%

20Ag

e%20

of%

20ch

ildre

n%20

and%

20fa

mily

%20

inc

ome.

htm

Yes.

"(c)

The

fam

ily in

com

e m

ust b

e ve

rifie

d by

the

Head

Sta

rt p

rogr

am b

efor

e de

term

inin

g th

at a

child

is e

ligib

le to

par

ticip

ate

in th

e pr

ogra

m.

Inco

me

Tax

Form

104

0, W

-2 fo

rms,

pay

stub

s, p

ay e

nvel

opes

, writ

ten

stat

emen

ts

from

em

ploy

ers,

or d

ocum

enta

tion

show

ing

curr

ent s

tatu

s as r

ecip

ient

s of p

ublic

as

sista

nce.

"

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305

/130

5.4%

20Ag

e%20

of%

20ch

ildre

n%20

and%

20fa

mily

%20

inco

me.

htm

If a

child

has

bee

n fo

und

inco

me

elig

ible

and

is p

artic

ipat

ing

in a

Hea

d St

art p

rogr

am,

he o

r she

rem

ains

inco

me

elig

ible

thro

ugh

that

enr

ollm

ent y

ear a

nd th

e im

med

iate

ly

succ

eedi

ng e

nrol

lmen

t yea

r. Ch

ildre

n w

ho a

re e

nrol

led

in a

pro

gram

rece

ivin

g fu

nds

unde

r the

aut

horit

y of

sect

ion

645A

of t

he H

ead

Star

t Act

(pro

gram

s for

fam

ilies

with

in

fant

s and

todd

lers

, or E

arly

Hea

d St

art)

rem

ain

inco

me

elig

ible

whi

le th

ey a

re

part

icip

atin

g in

the

prog

ram

. Whe

n a

child

mov

es fr

om a

pro

gram

serv

ing

infa

nts a

nd

todd

lers

to a

Hea

d St

art p

rogr

am se

rvin

g ch

ildre

n ag

e th

ree

and

olde

r, th

e fa

mily

in

com

e m

ust b

e re

verif

ied.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.7%

20En

rollm

ent%

20an

d%20

re-e

nrol

lmen

t..ht

m

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

20

of 5

5

Prog

ram

Nam

e

CalW

ORK

s (TA

NF)

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) N

umbe

r of T

otal

Par

ties i

n Ca

lifor

nia

Enro

lled

in P

rogr

amPr

ogra

m G

eogr

aphi

c Bo

unda

ryPr

ogra

m B

enef

it/O

verv

iew

and

URL

As o

f Jan

uary

201

2, th

ere

wer

e 1,

399,

677

CalW

ORK

s rec

ipie

nts.

http

://w

ww

.cds

s.ca

.gov

/res

earc

h/re

s/pd

f/ca

ltren

ds/C

WPo

pRec

Jan1

2Map

.pdf

The

prog

ram

serv

es a

ll 58

coun

ties i

n th

e st

ate

and

is op

erat

ed lo

cally

by

coun

ty w

elfa

re d

epar

tmen

ts.

http

://w

ww

.cds

s.ca

.gov

/cal

wor

ks/d

efau

lt.ht

m

http

://w

ww

.ben

efits

.gov

/ben

efits

/ben

efit-

deta

ils/1

229

Acco

rdin

g to

201

0-20

11 P

rogr

am S

tatis

tics,

4.8

% o

f He

ad S

tart

par

ticip

ants

in C

alifo

rnia

wer

e N

ativ

e Am

eric

an.

http

://c

ahea

dsta

rt.o

rg/f

acts

.htm

l

Head

Sta

rt is

a n

atio

nal p

rogr

am o

pera

ting

in a

ll 50

st

ates

.

Trib

es th

at re

ceiv

e He

ad S

tart

gra

nts s

erve

child

ren

who

live

on

thei

r res

erva

tions

as w

ell a

s chi

ldre

n fr

om

inco

me-

elig

ible

Indi

an fa

mili

es n

ativ

e to

the

rese

rvat

ion

livin

g in

non

-res

erva

tion

area

s, ap

prov

ed

as p

art o

f the

Trib

e's s

ervi

ce a

rea

that

are

not

serv

ed

by a

noth

er H

ead

Star

t pro

gram

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20S

tart

%20

Requ

irem

ents

/130

5/13

05.4

%20

Age%

20of

%20

chi

ldre

n%20

and%

20fa

mily

%20

inco

me.

htm

Head

Sta

rt is

a fe

dera

l pro

gram

that

pro

mot

es th

e sc

hool

read

ines

s of c

hild

ren

ages

birt

h to

five

fr

om lo

w-in

com

e fa

mili

es b

y en

hanc

ing

thei

r cog

nitiv

e, so

cial

, and

em

otio

nal d

evel

opm

ent.

Head

Sta

rt p

rogr

ams p

rovi

de a

lear

ning

env

ironm

ent t

hat s

uppo

rts c

hild

ren'

s gro

wth

in th

e fo

llow

ing

dom

ains

: lan

guag

e an

d lit

erac

y; co

gniti

on a

nd g

ener

al k

now

ledg

e;ph

ysic

al d

evel

opm

ent a

nd h

ealth

; soc

ial a

nd e

mot

iona

l dev

elop

men

t; an

d ap

proa

ches

to le

arni

ng.

Hea

d St

art p

rogr

ams p

rovi

de co

mpr

ehen

sive

serv

ices

to e

nrol

led

child

ren

and

thei

r fam

ilies

, whi

ch

incl

ude

heal

th, n

utrit

ion,

soci

al, a

nd o

ther

serv

ices

det

erm

ined

to b

e ne

cess

ary

by fa

mily

nee

ds

asse

ssm

ents

, in

addi

tion

to e

duca

tion

and

cogn

itive

dev

elop

men

t ser

vice

s. H

ead

Star

t ser

vice

s are

de

signe

d to

be

resp

onsiv

e to

eac

h ch

ild a

nd fa

mily

's et

hnic

, cul

tura

l, an

d lin

guist

ic h

erita

ge.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/hs/

abou

t

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

21

of 5

5

Prog

ram

Nam

e

CalW

ORK

s (TA

NF)

Hea

d St

art I

ncom

e El

igib

le (T

ribal

Onl

y) Do

es p

arty

rece

ive

docu

men

tatio

n in

dica

ting

elig

ibili

ty?

Elig

ibili

ty E

xem

ptio

nsG

uidi

ng P

rinci

ples

Unk

now

nFa

mili

es w

ith a

n ad

ult w

ho h

as re

ceiv

ed fe

dera

lly fu

nded

ass

istan

ce fo

r a to

tal o

f 5 y

ears

(60m

onth

s)

are

not e

ligib

le fo

r add

ition

al ca

sh a

ssist

ance

und

er th

e fe

dera

l TAN

F pr

ogra

m. H

owev

er, t

he st

ate

can

mak

e an

exc

eptio

n to

the

time

limit

up to

20

perc

ent o

f its

cas

eloa

d. S

tate

s, su

ch a

s Cal

iforn

ia,

may

also

ext

end

assis

tanc

e be

yond

60-

mon

th ti

me

limit

usin

g ot

her s

peci

fied

fund

s, su

ch a

s the

TA

NF

MO

E fu

nd.

Unk

now

n

Depe

nds o

n th

e pr

ogra

m.

Prog

ram

s are

requ

ired

to in

clud

e, in

eve

ry e

nrol

led

child

’s fo

lder

, a st

atem

ent s

igne

d by

a

Head

Sta

rt e

mpl

oyee

indi

catin

g w

hat d

ocum

enta

tion

was

use

d to

det

erm

ine

inco

me

elig

ibili

ty a

nd st

atin

g th

at th

e ch

ild is

inco

me

elig

ible

(or t

hat t

he ch

ild is

bei

ng e

nrol

led

as a

n “o

ver-

inco

me”

child

). Pr

ogra

ms a

re n

ot re

quire

d to

incl

ude

the

actu

al d

ocum

enta

tion

used

to

dete

rmin

e el

igib

ility

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/P

olic

y%20

Clar

ifica

tions

%20

and%

20FA

Qs/

i_pc

_act

ual.h

tm#I

043

Head

Sta

rt re

gula

tions

(130

5.7(

a)) r

equi

re th

at o

nce

a ch

ild is

enr

olle

d in

Hea

d St

art t

hat c

hild

sh

ould

rem

ain

enro

lled

until

kin

derg

arte

n or

firs

t gra

de is

ava

ilabl

e to

that

child

exc

ept t

hat "

the

Hea

d St

art p

rogr

am m

ay ch

oose

not

to e

nrol

l a ch

ild w

hen

ther

e ar

e co

mpe

lling

reas

ons f

or th

e ch

ild n

ot to

rem

ain

in H

ead

Star

t, su

ch a

s whe

n th

ere

is a

chan

ge in

the

child

’s fa

mily

inco

me

and

ther

e is

a ch

ild w

ith a

gre

ater

nee

d fo

r Hea

d St

art s

ervi

ces.

" Whi

le O

HS w

ould

gen

eral

ly e

xpec

t pr

ogra

ms w

ould

ass

ure

a co

ntin

uity

of s

ervi

ces f

or H

ead

Star

t chi

ldre

n an

d co

ntin

ue se

rvin

g th

at

child

unt

il en

try

into

pub

lic sc

hool

a p

rogr

am m

ay, a

t the

pro

gram

’s d

iscre

tion,

not

enr

oll t

hat c

hild

fo

r the

third

yea

r bec

ause

ther

e ar

e ot

her e

ligib

le ch

ildre

n w

ho h

ave

a gr

eate

r nee

d fo

r Hea

d St

art.

Shou

ld a

pro

gram

choo

se n

ot to

enr

oll t

he ch

ild fo

r a th

ird y

ear,

the

reas

ons f

or th

is sh

ould

be

incl

uded

in th

e ch

ild’s

fold

er.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/P

olic

y%20

Clar

ifica

tions

%20

and%

20FA

Qs/

i_pc

_act

ual.h

tm

#I04

3

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

22

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Hea

lthy

Fam

ilies

A&

BFe

dera

l and

Sta

teCe

nter

s for

Med

icar

e an

d M

edic

aid

Serv

ices

(CM

S) o

f the

Dep

artm

ent o

f He

alth

and

Hum

an S

ervi

ces (

HHS)

http

://w

ww

.ncs

l.org

/issu

es-r

esea

rch/

heal

th/s

chip

-faq.

aspx

#How

is S

CHIP

st

ruct

ured

?

Fede

ral f

undi

ng a

ccou

nts f

or 2

/3 o

f the

pr

ogra

m fu

nds.

SCHI

P is

the

prim

ary

sour

ce o

f fun

ding

for

the

Hea

lthy

Fam

ilies

Pro

gram

in

Calif

orni

a. C

alifo

rnia

has

the

larg

est S

CHIP

en

rollm

ent i

n th

e co

untr

y. T

he

reau

thor

izatio

n, w

hich

pro

vide

s sta

tes

with

fund

ing

for f

our a

nd a

hal

f yea

rs,

prov

ides

fund

ing

stab

ility

for t

he p

rogr

am.

Due

to th

e re

cent

eco

nom

ic d

ownt

urn

the

Hea

lthy

Fam

ilies

Pro

gram

has

exp

erie

nced

re

cord

-hig

h m

onth

ly e

nrol

lmen

t int

o th

e pr

ogra

m. F

or e

very

dol

lar i

n He

alth

y Fa

mili

es P

rogr

am co

sts C

alifo

rnia

rece

ives

.6

5 ce

nts;

the

stat

e pu

ts u

p .3

5 ce

nts.

Chec

k lis

ted

site

for e

ligib

ility

gui

delin

es a

nd d

etai

ls:

http

://w

ww

.hea

lthyf

amili

es.c

a.go

v/HF

Prog

ram

/Inc

ome_

Guid

elin

es.a

spx

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Fede

ral a

nd S

tate

lDe

part

men

t of H

ealth

and

Hum

an S

ervi

ces

The

U.S

. Dep

artm

ent o

f Hea

lth a

nd

Hum

an S

ervi

ces r

elea

sed

$3.0

68 b

illio

n of

FY

201

3 re

gula

r blo

ck g

rant

fund

ing

to

LIH

EAP

gran

tees

. Trib

es w

ill re

ceiv

e ab

out

$35

mill

ion

of th

e re

leas

ed fu

nds a

nd $

4.2

mill

ion

will

be

avai

labl

e to

terr

itorie

s. T

his

fund

ing

was

pro

vide

d un

der t

he

Cont

inui

ng A

ppro

pria

tions

Act

or C

R an

d re

pres

ents

abo

ut 9

0 pe

rcen

t of t

he re

gula

r bl

ock

gran

t fun

ding

pro

vide

d in

FY

2012

.

For F

Y 20

13, C

A w

ill re

ceiv

e $1

38,3

97,6

46.

60%

of s

tate

's m

edia

n in

com

e, e

xcep

t tha

t a S

tate

may

not

exc

lude

a h

ouse

hold

from

elig

ibili

ty in

a fi

scal

yea

r sol

ely

on th

e ba

sis o

f hou

seho

ld in

com

e if

such

inco

me

is le

ss th

an 1

10%

of t

he p

over

ty le

vel f

or su

ch S

tate

, but

the

Stat

e m

ay g

ive

prio

rity

to th

ose

hous

ehol

ds w

ith th

e hi

ghes

t hom

e en

ergy

cos

ts o

r nee

ds in

rela

tion

to h

ouse

hold

inco

me.

1-Pe

rson

Fam

ily: $

24,3

04; 2

-Per

son

Fam

ily: $

31,7

82; 3

-Per

son

Fam

ily: $

39,2

60; 4

-Per

son

Fam

ily: $

46,7

38; 5

-Per

son

Fam

ily:

$54,

216;

6-P

erso

n Fa

mily

: $61

,694

In a

ccor

danc

e w

ith 4

5 CF

R 96

.85,

60

perc

ent o

f eac

h st

ate'

s est

imat

ed m

edia

n in

com

e fo

r a 4

-per

son

fam

ily is

mul

tiplie

d by

th

e fo

llow

ing

perc

enta

ges t

o ad

just

for f

amily

size

: 52

perc

ent f

or o

ne p

erso

n, 6

8 pe

rcen

t for

two

pers

ons,

84 p

erce

nt fo

r th

ree

pers

ons,

100

perc

ent f

or fo

ur p

erso

ns, 1

16 p

erce

nt fo

r fiv

e pe

rson

s, an

d 13

2 pe

rcen

t for

six

pers

ons.

For

eac

h ad

ditio

nal f

amily

mem

ber a

bove

six

pers

ons,

add

3 pe

rcen

t to

the

perc

enta

ge fo

r a si

x-pe

rson

fam

ily (1

32%

) and

mul

tiply

th

e ne

w p

erce

ntag

e by

60

perc

ent o

f the

stat

e's e

stim

ated

med

ian

inco

me

for a

4-p

erso

n fa

mily

.

Addi

tiona

lly, C

alFr

esh

hous

ehol

ds w

ould

rece

ive

a no

min

al L

IHEA

P be

nefit

as d

icta

ted

by th

e st

atut

e qu

alify

ing

them

to

auto

mat

ical

ly re

ceiv

e th

e SN

AP S

tand

ard

Util

ity A

llow

ance

(SU

A), f

or th

e pu

rpos

e of

calc

ulat

ing

CalF

resh

ben

efits

. Mak

ing

the

SUA

auto

mat

ic w

ill re

sult

in a

n es

timat

ed a

vera

ge in

crea

se to

elig

ible

Cal

Fres

h ho

useh

olds

of $

62 p

er m

onth

, whi

le

also

incr

easin

g th

e nu

mbe

r of n

ewly

elig

ible

hou

seho

lds u

nder

Cal

Fres

h.

If ho

useh

old

rece

ivin

g Fo

od st

amps

, aut

omat

ical

ly e

ligib

le

Med

i-Cal

Fede

ral a

nd S

tate

Fede

ral C

ente

r for

Med

icai

d an

d M

edic

are

Serv

ices

and

Sta

teFY

201

0, to

tal M

edic

aid

spen

ding

: $4

2,14

1,72

2,38

9Be

twee

n 10

0% o

f the

fede

ral p

over

ty le

vel a

nd 2

50%

, for

diff

eren

t gro

ups.

http

://w

ww

.dhc

s.ca

.gov

/ser

vice

s/m

edi-c

al/e

ligib

ility

/Doc

umen

ts/c

11-1

6.pd

f

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

23

of 5

5

Prog

ram

Nam

e

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Med

i-Cal

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

No

http

://w

ww

.hea

lthyf

amili

es.c

a.go

v/HF

Prog

ram

/Inc

ome_

Guid

elin

es.a

spx

All c

hild

ren

appl

ying

for t

he H

ealth

y Fa

mili

es P

rogr

am m

ust b

e U

.S. c

itize

ns, U

.S. n

on-c

itize

n na

tiona

ls, o

r el

igib

le q

ualif

ied

imm

igra

nts.

Que

stio

ns a

bout

citiz

ensh

ip a

nd im

mig

ratio

n ar

e as

ked

for e

ach

child

app

lyin

g fo

r the

Hea

lthy

Fam

ilies

Pro

gram

Proo

f of c

itize

nshi

p in

clud

es co

pies

of t

he ch

ild’s

birt

h ce

rtifi

cate

, pas

spor

t, ce

rtifi

cate

of U

.S. C

itize

nshi

p or

na

tura

lizat

ion,

or o

ther

pro

of o

f citi

zens

hip

for e

ach

pers

on a

pply

ing.

You

can

also

send

us c

opie

s of y

our

SEN

TRI,

NEX

US,

or G

loba

l Ent

ry C

ards

, but

they

mus

t sho

w "U

SA" a

s you

r citi

zens

hip.

Addi

tiona

l req

uire

men

ts:

- C

hild

ren

mus

t be

unde

r age

19

- C

hild

ren

mus

t be

Calif

orni

a re

siden

ts -

Chi

ldre

n m

ust b

e U

.S. c

itize

ns, U

.S. n

atio

nals,

or q

ualif

ied

imm

igra

nts

- C

hild

ren

CAN

NO

T be

elig

ible

for o

r rec

eivi

ng n

o-co

st M

edi-C

al b

enef

its. (

Enro

llmen

t in

Shar

e-of

-Cos

t Med

i-Cal

is p

erm

itted

) -

Chi

ldre

n CA

NN

OT

be co

vere

d by

em

ploy

er-s

pons

ored

insu

ranc

e (E

SI) w

ithin

the

prev

ious

thre

e m

onth

s (w

ith so

me

exce

ptio

ns)

For C

A, in

dexe

d to

stat

e's m

edia

n in

com

e Pr

iorit

y fo

r acc

epta

nce

into

the

heat

ing

and

cool

ing

prog

ram

s is g

iven

to e

lder

ly, d

isabl

ed, y

oung

child

ren,

and

se

vera

l oth

ers,

incl

udin

g fr

ail e

lder

ly, m

edic

ally

nee

dy, a

nd se

ver f

inan

cial

har

dshi

p.

Requ

irem

ents

for u

tility

/fue

l cris

is as

sista

nce

incl

ude

mee

ting

one

or m

ore

of th

e fo

llow

ing

crite

ria:

new

hea

ting

or co

olin

g ap

plia

nce;

and

/or

appl

ianc

e is

cons

ider

ed h

azar

dous

, non

exist

ent,

or in

oper

able

Yes.

Fed

eral

Pov

erty

Gui

delin

es.

Cert

ain

Refu

gees

, Asy

lees

, Cub

an/H

aitia

n En

tran

ts

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

24

of 5

5

Prog

ram

Nam

e

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Med

i-Cal

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Fam

ily -

Hea

lthy

Fam

ilies

is g

eare

d to

war

ds ch

ildre

n in

the

Calif

orni

a ar

ea a

nd y

ou q

ualif

y as

a ch

ild if

you

m

eet t

he fo

llow

ing:

- C

hild

ren

up to

thei

r 19t

h bi

rthd

ay -

Chi

ldre

n in

the

fam

ily w

ithou

t em

ploy

er-s

pons

ored

hea

lth in

sura

nce

in th

e la

st th

ree

mon

ths

- C

hild

ren

livin

g in

Cal

iforn

ia -

Chi

ldre

n w

ho a

re n

ot e

ligib

le fo

r or w

ho a

re n

ot e

nrol

led

in n

o-co

st M

edi-C

al -

Chi

ldre

n w

ho m

eet c

itize

nshi

p or

imm

igra

tion

rule

s -

Chi

ldre

n in

fam

ilies

with

inco

mes

with

in th

e H

ealth

y Fa

mili

es G

uide

lines

- C

hild

ren

born

to m

othe

rs e

nrol

led

in th

e Ac

cess

for I

nfan

ts a

nd M

othe

rs (A

IM) P

rogr

am, w

ho a

re n

ot

enro

lled

in th

e no

-cos

t ful

l sco

pe M

edi-C

al P

rogr

am o

r em

ploy

er-s

pons

ored

hea

lth in

sura

nce

Indi

vidu

als w

ho ca

n ap

ply

to th

e pr

ogra

m in

clud

e th

e fo

llow

ing:

- P

aren

ts, l

egal

gua

rdia

ns, s

tepp

aren

ts, f

oste

r par

ents

, or c

aret

aker

rela

tives

may

app

ly fo

r ins

uran

ce fo

r a

child

livi

ng in

thei

r hom

e. O

nly

the

pare

nts’

inco

me

will

be

cons

ider

ed. I

f you

are

a le

gal g

uard

ian,

step

- pa

rent

, fos

ter p

aren

t, or

care

take

r rel

ativ

e w

ho li

ves w

ith a

child

, you

r inc

ome

will

not

be

used

to q

ualif

y th

e ch

ild fo

r Hea

lthy

Fam

ilies

- If

you

are

18

year

s old

, you

may

app

ly fo

r you

rsel

f -

If y

ou a

re a

min

or, y

ou m

ay a

pply

for y

our c

hild

- M

inor

s who

do

not l

ive

with

thei

r par

ents

, leg

al g

uard

ians

, ste

ppar

ents

, fos

ter p

aren

ts, o

r car

etak

er

rela

tives

may

app

ly fo

r Hea

lthy

Fam

ilies

for t

hem

selv

es o

r the

ir ch

ild

Prog

ram

leve

l, in

rega

rds t

o th

e in

com

e gu

idel

ines

for t

he fa

mily

size

s are

adj

uste

d ye

arly

on

April

1st

.Th

ere

is n

o ca

p on

fam

ily si

ze, b

ut th

e ap

plic

atio

n an

d in

com

e ch

art g

uide

lines

stop

at 1

0 w

ith re

gard

s to

fam

ily si

ze.

Hous

ehol

d/Fa

mily

Hous

ehol

d m

ust a

pply

eve

ry y

ear

No

Fam

ily. (

refe

r to

indi

vidu

al a

nd fa

mily

in th

e ap

plic

atio

n) h

ttp:

//w

ww

.dhc

s.ca

.gov

/ser

vice

s/m

edi-

cal/D

ocum

ents

/PDF

_Med

i-Cal

%20

Appl

icat

ions

/Eng

lish/

Engl

ish%

20In

trod

uctio

n.pd

fPe

rson

s or f

amili

es d

eter

min

ed to

be

elig

ible

for M

edi-C

al sh

all h

ave

thei

r elig

ibili

ty re

-det

erm

ined

at l

east

onc

e ev

ery

12 m

onth

s.N

o

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

25

of 5

5

Prog

ram

Nam

e

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Med

i-Cal

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

Unk

now

nYe

sEl

igib

ility

is co

nfirm

ed th

roug

h pr

oof o

f inc

ome,

exp

ense

s,an

d ci

tizen

ship

or i

mm

igra

tion

pape

rs a

re re

quire

d fo

r enr

ollm

ent.

Pg. 5

ht

tp:/

/ww

w.h

ealth

yfam

ilies

.ca.

gov/

Publ

icat

ions

/Han

dboo

k/1_

Heal

thyF

amili

es_e

n.pd

f

Hous

ehol

d m

ust a

pply

eve

ry y

ear

Yes

The

loca

l adm

inist

erin

g ag

ency

is re

spon

sible

for c

ondu

ctin

g In

take

serv

ices

of

appl

ican

ts. C

SD re

quire

s tha

t the

loca

l adm

inist

erin

g ag

ency

requ

est t

he S

ocia

l Se

curit

y N

umbe

r (SS

N) f

rom

the

appl

ican

t. CS

D do

es n

ot re

quire

that

iden

tific

atio

n in

form

atio

n is

obta

ined

from

the

othe

r hou

seho

ld m

embe

rs. I

f the

app

lican

t ref

uses

to

subm

it th

eir S

SN, t

he a

pplic

ant's

iden

tity

mus

t be

esta

blish

ed th

roug

h a

pict

ure

ID a

nd

then

the

inta

ke fo

rm a

nd a

ll su

ppor

ting

docu

men

ts a

re fa

xed

to th

e CS

D to

be

rese

arch

ed. O

nce

CSD

rece

ives

the

docu

men

ts, t

he in

form

atio

n is

ente

red

in a

ssig

ned

to th

at in

divi

dual

whi

ch w

ill fo

llow

them

if th

ey a

pply

in fu

ture

yea

rs. T

he n

ine

digi

t nu

mbe

r is f

axed

bac

k to

the

loca

l adm

inist

erin

g ag

ency

who

will

ent

er th

e ap

plic

atio

n us

ing

the

nine

dig

it nu

mbe

r in

plac

e of

a S

SN. C

SD is

in th

e pr

oces

s of d

eter

min

ing

the

lega

l aut

horit

y of

requ

iring

SSN

s fro

m a

ll ap

plic

ants

and

hou

seho

ld m

embe

rs.

If y

ou a

re fo

und

(or d

eter

min

ed) e

ligib

le, y

ou ca

n ge

t Med

i-Cal

as l

ong

as y

ou co

ntin

ue to

mee

t the

elig

ibili

ty re

quire

men

tsYe

s, fo

r: Bl

indn

ess,

Inca

paci

ty, A

lien

stat

us, m

inor

with

out r

espo

nsib

le p

arty

, SGA

di

sabi

lity

With

rega

rd to

info

rmat

ion

on th

e St

atem

ent o

f Fac

ts, t

he c

ount

y de

part

men

t sha

ll ob

tain

ver

ifica

tion

from

age

ncie

s the

clie

nt is

rece

ivin

g se

rvic

e th

roug

h, e

ither

thro

ugh

verif

icat

ion

with

said

age

ncy

or th

roug

h pr

ovid

ed d

ocum

ents

from

the

clie

nt.

Addi

tiona

lly re

quire

men

ts a

re n

eede

d de

pend

ing

on th

e in

divi

dual

s con

ditio

n an

d se

rvic

es so

ught

. Add

ition

al co

nfirm

atio

n m

ay b

e so

ught

mon

thly

.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

26

of 5

5

Prog

ram

Nam

e

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Med

i-Cal

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

9000

00Th

e pr

ogra

m se

rves

all

58 c

ount

ies i

n th

e st

ate

and

is op

erat

ed lo

cally

by

coun

ty w

elfa

re d

epar

tmen

ts.

http

://w

ww

.cds

s.ca

.gov

/cal

wor

ks/d

efau

lt.ht

m

Hea

lthy

Fam

ilies

pro

vide

s low

cost

insu

ranc

e th

at p

rovi

des h

ealth

, den

tal,

and

visio

n co

vera

ge to

ch

ildre

n w

ho d

o no

t hav

e in

sura

nce

toda

y an

d do

not

qua

lify

for n

o-co

st M

edi-C

al.

http

://w

ww

.hea

lthyf

amili

es.c

a.go

v/HF

Prog

ram

/def

ault.

aspx

for 2

012:

220

,132

Nat

iona

l Pro

gram

, but

CA

has i

t's o

wn

impl

emen

tatio

n pl

an.

Elig

ible

low

-inco

me

pers

ons,

via

loca

l gov

ernm

enta

l and

non

prof

it or

gani

zatio

ns, c

an re

ceiv

e fin

anci

al a

ssist

ance

to o

ffset

the

cost

s of h

eatin

g an

d/or

cool

ing

dwel

lings

, and

/or h

ave

thei

r dw

ellin

gs w

eath

erize

d to

mak

e th

em m

ore

ener

gy e

ffici

ent.

This

is ac

com

plish

ed th

roug

h th

ese

prog

ram

com

pone

nts:

effic

ienc

y of

hom

es, i

nclu

ding

att

ic in

sula

tion,

wea

ther

strip

ping

, min

or h

ousin

g re

pairs

, and

re

late

d en

ergy

cons

erva

tion

mea

sure

s.

rela

ted

emer

genc

ies.

http

://w

ww

.csd

.ca.

gov/

Serv

ices

/Hel

pPay

ingU

tility

Bills

.asp

x

2010

- 20

11 6

,440

,400

CAM

edi-C

al is

Cal

iforn

ia's

Med

icai

d he

alth

car

e pr

ogra

m. T

his p

rogr

am p

ays f

or a

var

iety

of m

edic

al

serv

ices

for c

hild

ren

and

adul

ts w

ith li

mite

d in

com

e an

d re

sour

ces.

Med

i-Cal

is su

ppor

ted

by

fede

ral a

nd st

ate

fund

s. Y

ou ca

n ap

ply

for M

edi-C

al b

enef

its re

gard

less

of s

ex, r

ace,

relig

ion,

colo

r, na

tiona

l orig

in, s

exua

l orie

ntat

ion,

mar

ital s

tatu

s, ag

e, d

isabi

lity,

or v

eter

an st

atus

. If y

ou a

re fo

und

(or d

eter

min

ed) e

ligib

le, y

ou ca

n ge

t Med

i-Cal

as l

ong

as y

ou co

ntin

ue to

mee

t the

elig

ibili

ty

requ

irem

ents

http

://w

ww

.dhc

s.ca

.gov

/ser

vice

s/m

edi-c

al/P

ages

/def

ault.

aspx

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

27

of 5

5

Prog

ram

Nam

e

Hea

lthy

Fam

ilies

A&

B

Low

-Inco

me

Hom

e En

ergy

Ass

ista

nce

Prog

ram

(L

IHEA

P)

Med

i-Cal

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

Hea

lthy

Fam

ilies

will

send

you

an

answ

er in

10

days

or l

ess a

fter t

hey

get y

our a

pplic

atio

n, a

s lo

ng a

s you

r app

licat

ion

is co

mpl

ete.

http

://w

ww

.hea

lthyf

amili

es.c

a.go

v/hf

prog

ram

/FAQ

s.as

px#h

owso

on

Unk

now

nU

nkno

wn

In m

ost c

ases

, dire

ct p

aym

ents

are

issu

ed to

ene

rgy

vend

ors.

Occ

asio

nally

, dua

l par

ty

war

rant

s are

issu

ed a

nd a

re m

ade

paya

ble

to th

e cl

ient

and

the

ener

gy v

endo

r. O

n th

ose

few

oc

casio

ns w

hen

utili

ties a

rein

clud

ed in

the

rent

or s

ub-m

eter

ed, w

arra

nts a

re is

sued

dire

ctly

to th

e cl

ient

. For

thos

e he

atin

g an

d co

olin

g an

d cr

isis c

lient

s who

se e

nerg

y so

urce

is W

PO (W

ood,

pro

pane

, and

oil

- En

ergy

Cris

is In

terv

entio

n Pr

ogra

m W

ood,

pro

pane

, and

oil

ECIP

WPO

), Lo

cal S

ervi

ce

Prov

ider

s mak

e pa

ymen

t dire

ctly

to e

nerg

y ve

ndor

s. W

hen

a W

PO p

aym

ent i

s mad

e di

rect

ly

to a

n en

ergy

ven

dor,

the

Loca

l Ser

vice

Pro

vide

r sen

ds th

e cl

ient

a le

tter

, adv

ising

them

of t

he

LIHE

AP p

aym

ent a

mou

nt a

nd d

ate.

Loc

al S

ervi

ce P

rovi

ders

kee

p th

e in

form

atio

n on

file

.

Whe

n a

crisi

s, an

d/or

hea

ting

and

cool

ing

paym

ent i

s mad

e di

rect

ly to

an

ener

gy v

endo

r, th

e ve

ndor

doe

s one

or b

oth

of th

e fo

llow

ing:

1. S

how

s the

am

ount

of c

redi

t on

the

cust

omer

’s bi

ll, in

dica

ting

that

the

paym

ent w

as m

ade

by L

IHEA

P.2.

Sen

ds a

lett

er a

dvisi

ng th

e cl

ient

of t

he LI

HEAP

pay

men

t.CS

D ev

alua

tes t

he n

otifi

catio

n pr

oces

s of L

IHEA

P pa

ymen

ts d

urin

g pr

ogra

m e

valu

atio

n vi

sits.

Unk

now

nU

nkno

wn

The

loca

l soc

ial s

ervi

ces o

ffice

will

not

ify y

ou w

ithin

10

wor

king

day

s tha

t the

y re

ceiv

edyo

ur a

pplic

atio

n. T

hey

will

giv

e yo

u th

e na

me

of so

meo

ne y

ou ca

n co

ntac

t for

mor

ein

form

atio

n ab

out y

our a

pplic

atio

n.

to d

eter

min

e yo

ur e

ligib

ility

.

45 d

ays a

nd n

otify

you

in w

ritin

g of

that

dec

ision

. An

elig

ibili

ty d

eter

min

atio

n ba

sed

ondi

sabi

lity

may

take

up

to 9

0 da

ys.

Unk

now

nU

nkno

wn

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

28

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Fede

ral

USD

ATh

e N

atio

nal S

choo

l Lun

ch P

rogr

am co

st

$11.

1 bi

llion

in F

Y 20

11. B

y co

mpa

rison

, th

e lu

nch

prog

ram

's to

tal c

ost i

n 19

47 w

as

$70

mill

ion;

in 1

950,

$11

9.7

mill

ion;

in

1960

, $22

5.8

mill

ion;

in 1

970,

$56

5.5

mill

ion;

in 1

980,

$3.

2 bi

llion

; in

1990

, $3.

7 bi

llion

; and

in 2

000,

6.1

bill

ion.

(h

ttp:

//w

ww

.fns.

usda

.gov

/cnd

/lunc

h/Ab

out

Lunc

h/N

SLPF

actS

heet

.pdf

)

Any

child

at a

par

ticip

atin

g sc

hool

may

pur

chas

e a

mea

l thr

ough

the

Nat

iona

l Sch

ool L

unch

Pro

gram

. Chi

ldre

n fr

om

fam

ilies

with

inco

mes

at o

r bel

ow 1

30 p

erce

nt o

f the

pov

erty

leve

l are

elig

ible

for f

ree

mea

ls. T

hose

with

inco

mes

bet

wee

n 13

0 pe

rcen

t and

185

per

cent

of t

he p

over

ty le

vel a

re e

ligib

le fo

r red

uced

-pric

e m

eals,

for w

hich

stud

ents

can

be

char

ged

no

mor

e th

an 4

0 ce

nts.

(For

the

perio

d Ju

ly 1

, 201

2, th

roug

h Ju

ne 3

0, 2

013,

130

per

cent

of t

he p

over

ty le

vel i

s $29

,965

for a

fa

mily

of f

our;

185

perc

ent i

s $42

,643

.). C

hild

ren

from

fam

ilies

with

inco

mes

ove

r 185

per

cent

of p

over

ty p

ay a

full

pric

e,

thou

gh th

eir m

eals

are

still

subs

idize

d to

som

e ex

tent

. Loc

al sc

hool

food

aut

horit

ies s

et th

eir o

wn

pric

es fo

r ful

l-pric

e (p

aid)

m

eals,

but

mus

t ope

rate

thei

r mea

l ser

vice

s as n

on-p

rofit

pro

gram

s. A

fter

scho

ol sn

acks

are

pro

vide

d to

chi

ldre

n on

the

sam

e in

com

e el

igib

ility

bas

is as

scho

ol m

eals.

How

ever

, pro

gram

s tha

t ope

rate

in a

reas

whe

re a

t lea

st 5

0 pe

rcen

t of

stud

ents

are

elig

ible

for f

ree

or re

duce

d-pr

ice

mea

ls m

ay se

rve

all t

heir

snac

ks fo

r fre

e.

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/lu

nch/

Abou

tLun

ch/N

SLPF

actS

heet

.pdf

)

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Fede

ral

Soci

al S

ecur

ity A

dmin

istra

tion;

SSI

is fu

nded

from

gen

eral

reve

nues

(unl

ike

Soci

al S

ecur

ity w

hich

is fi

nanc

ed b

y de

dica

ted

payr

oll t

axes

); so

me

stat

es

(Cal

iforn

ia is

one

) sup

plem

ent S

SI w

ith st

ate

fund

s.

Calif

orni

a le

ts th

e fe

dera

l gov

ernm

ent m

anag

e th

e st

ate

supp

lem

ent a

nd p

ays

Soci

al S

ecur

ity a

n ad

min

istra

tive

fee

for t

his s

ervi

ce. C

alifo

rnia

SSI

reci

pien

ts

rece

ive

one

chec

k ea

ch m

onth

for t

he fe

dera

l and

stat

e SS

I ben

efits

com

bine

d.

http

://w

ww

.ssa

.gov

/pub

s/11

015.

pdf

Fede

ral a

ppro

pria

tions

for S

SI in

FY

2011

w

ere

$55,

885,

443

and

in F

Y 20

12 th

ey

wer

e $5

1,26

9,55

0. T

he e

stim

ated

fede

ral

appr

opria

tion

for F

Y 20

13 is

$58

,243

,000

.

http

://w

ww

.ssa

.gov

/bud

get/

2013

SSIP

.pdf

, pg

. 40.

Calif

orni

a ap

prop

riatio

ns fo

r 201

1-12

can

be

foun

d at

ht

tp:/

/ww

w.c

dss.

ca.g

ov/c

dssw

eb/e

ntre

s/l

ocal

assis

tanc

eest

/May

12/D

etai

lTab

les.

pdf

The

amou

nt o

f an

indi

vidu

al’s

inco

me

is us

ed to

det

erm

ine

both

elig

ibili

ty fo

r, an

d th

e am

ount

of,

his o

r her

SSI

ben

efit.

As

coun

tabl

e in

com

e in

crea

ses,

an in

divi

dual

’s SS

I ben

efit

amou

nt d

ecre

ases

. Gen

eral

ly, i

nelig

ibili

ty fo

r SSI

occ

urs w

hen

coun

tabl

e in

com

e eq

uals

the

fede

ral b

enef

it ra

te p

lus t

he a

mou

nt o

f app

licab

le fe

dera

lly a

dmin

ister

ed st

ate

supp

lem

enta

ry p

aym

ent.

(htt

p://

ww

w.s

ocia

lsecu

rity.

gov/

polic

y/do

cs/s

tatc

omps

/ssi_

asr/

2011

/bac

kgro

und.

pdf)

Trib

al T

ANF

Fede

ral,

Stat

e an

d Tr

ibal

Trib

al T

ANF

prog

ram

s as f

eder

ally

fund

ed20

12-1

3 Ap

prop

riatio

n: $

87,7

03,0

00

http

://w

ww

.cds

s.ca

.gov

/cds

sweb

/ent

res/

loc

alas

sista

ncee

st/2

012-

13Lo

calA

ssist

ance

Appr

opria

tionT

able

.pdf

Trib

es h

ave

the

abili

ty to

def

ine

inco

me

leve

l for

elig

ibili

ty b

ut in

divi

dual

s/fa

mili

es m

ust m

eet i

ncom

e gu

idel

ines

of e

qual

to

or l

ess t

han

150%

of t

he F

eder

al P

over

ty G

uide

lines

.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

29

of 5

5

Prog

ram

Nam

e

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

Fede

ral P

over

ty G

uide

lines

. In

ord

er to

qua

lify

for t

hese

pro

gram

s, yo

u m

ust b

e a

resid

ent o

f the

stat

e of

Cal

iforn

ia a

nd a

par

ent o

r pr

imar

y ca

regi

ver r

espo

nsib

le fo

r a ch

ild(r

en) w

ho a

tten

ds sc

hool

(hig

h sc

hool

or u

nder

).

http

://w

ww

.ben

efits

.gov

/ben

efits

/ben

efit-

deta

ils/1

953

SSI F

eder

al B

enef

it Ra

te p

lus S

tate

Sup

plem

enta

ry P

aym

ent R

ate

Anyo

ne w

ho is

: age

d (a

ge 6

5 or

old

er);

blin

d; o

r disa

bled

.

And,

who

: ha

s lim

ited

inco

me;

and

has

lim

ited

reso

urce

s; a

nd is

a U

.S. c

itize

n or

nat

iona

l, or

in o

ne o

f cer

tain

ca

tego

ries o

f alie

ns; a

nd is

a re

siden

t of o

ne o

f the

50

Stat

es, t

he D

istric

t of C

olum

bia,

or t

he N

orth

ern

Mar

iana

Isla

nds;

and

is n

ot a

bsen

t fro

m th

e co

untr

y fo

r a fu

ll ca

lend

ar m

onth

or

for 3

0 co

nsec

utiv

e da

ys o

r m

ore;

and

app

lies f

or a

ny o

ther

cash

ben

efits

or p

aym

ents

for w

hich

he

or sh

e m

ay b

e el

igib

le, (

for e

xam

ple,

pe

nsio

ns, S

ocia

l Sec

urity

ben

efits

); an

d gi

ves S

SA p

erm

issio

n to

cont

act a

ny fi

nanc

ial i

nstit

utio

n an

d re

ques

t an

y fin

anci

al re

cord

s abo

ut y

ou; a

nd fi

les a

n ap

plic

atio

n; a

nd m

eets

cert

ain

othe

r req

uire

men

ts.

(htt

p://

ww

w.s

sa.g

ov/s

si/te

xt-e

ligib

ility

-uss

i.htm

)

Inco

me

elig

ibili

ty ra

nges

bet

wee

n 12

5-20

0% o

f the

fede

ral p

over

ty le

vel

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

30

of 5

5

Prog

ram

Nam

e

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Hou

seho

ld/C

hild

ren

from

fam

ilies

that

mee

t the

inco

me

elig

ibili

ty re

quire

men

ts

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/lu

nch/

Abou

tLun

ch/N

SLPF

actS

heet

.pdf

).An

nual

ly. I

ncom

e El

igib

ility

Gui

delin

es (I

EGs)

are

effe

ctiv

e fr

om Ju

ly 1

thro

ugh

June

30

ever

y ye

ar.

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/g

over

nanc

e/no

tices

/iegs

/iegs

.htm

)N

o ca

p on

num

ber o

f chi

ldre

n th

at ca

n be

cove

red.

(h

ttp:

//w

ww

.cde

.ca.

gov/

ls/nu

/rs/

scal

es12

13.a

sp)

Indi

vidu

als/

Coup

les -

Anyo

ne w

ho m

eets

the

elig

ibili

ty cr

iteria

. Ind

ivid

uals

can

qual

ify fo

r the

pro

gram

, an

d ca

n be

inde

pend

ent o

r liv

ing

in a

hou

seho

ld w

ith o

ther

per

sons

. (ht

tp:/

/ww

w.s

sa.g

ov/s

si/t

ext-

elig

ibili

ty-u

ssi.h

tm);

IF y

ou q

ualif

y fo

r SSI

, you

also

qua

lify

for C

alifo

rnia

's SS

P (S

tate

Sup

plem

enta

l Pay

men

t).

(htt

p://

ww

w.c

dss.

ca.g

ov/c

dssw

eb/P

G151

.htm

)

The

bene

fit ra

tes a

re a

djus

ted

annu

ally

(in

Janu

ary)

to re

flect

cha

nges

in th

e co

st o

f liv

ing.

(htt

p://

ww

w.s

ocia

lsecu

rity.

gov/

polic

y/do

cs/s

tatc

omps

/ssi_

asr/

2011

/bac

kgro

und.

pdf)

No.

Fam

ilyFe

dera

l Fisc

al Y

ear B

egin

s Oct

ober

1st

of e

ach

year

Stat

e Fi

scal

Yea

r Beg

ins J

uly

1st o

f eac

h ye

ar

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

31

of 5

5

Prog

ram

Nam

e

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

A ch

ild’s

elig

ibili

ty is

in e

ffect

from

the

date

of e

ligib

ility

for t

he cu

rren

t sc

hool

yea

r and

up

to

30 o

pera

ting

days

in th

e su

bseq

uent

scho

ol y

ear.

How

ever

, thi

s doe

s no

t app

ly w

hen

the

initi

al e

ligib

ility

det

erm

inat

ion

was

inco

rrec

t or w

hen

verif

icat

ion

of

hous

ehol

d el

igib

ility

, in

clud

ing

verif

icat

ion

for c

ause

, doe

s not

supp

ort t

he le

vel o

f ben

efits

fo

r whi

ch th

e ho

useh

old

was

app

rove

d. In

thos

e in

stan

ces,

offic

ials

mus

t mak

e ap

prop

riate

chan

ges i

n el

igib

ility

. (h

ttp:

//w

ww

.fns.

usda

.gov

/cnd

/Gui

danc

e/El

iMan

.pdf

, pg.

22

).

Yes.

"How

the

LEA

offic

ial d

eter

min

es e

ligib

ility

dep

ends

on

the

basis

for

pote

ntia

l elig

ibili

ty—

cate

goric

al e

ligib

ility

with

case

num

bers

, oth

er so

urce

cate

goric

al e

ligib

ility

w

ithou

t cas

e nu

mbe

rs o

r inc

ome

elig

ibili

ty."

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/G

uida

nce/

EliM

an.p

df, 2

1).

A ch

ild’s

elig

ibili

ty is

in e

ffect

from

the

date

of e

ligib

ility

for t

he cu

rren

t sch

ool y

ear

and

up to

30

ope

ratin

g da

ys in

the

subs

eque

nt sc

hool

yea

r. Ho

wev

er, t

his d

oes n

ot a

pply

whe

n th

e in

itial

elig

ibili

ty d

eter

min

atio

n w

as in

corr

ect o

r whe

n ve

rific

atio

n of

hou

seho

ld

elig

ibili

ty,

incl

udin

g ve

rific

atio

n fo

r cau

se, d

oes n

ot su

ppor

t the

leve

l of b

enef

its fo

r whi

ch th

e ho

useh

old

was

app

rove

d. In

thos

e in

stan

ces,

offic

ials

mus

t mak

e ap

prop

riate

chan

ges

in

elig

ibili

ty.

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/G

uida

nce/

EliM

an.p

df, p

age

22)

Onc

e an

indi

vidu

al is

app

rove

d fo

r SSI

they

will

cont

inue

to re

ceiv

e SS

I pa

ymen

ts a

s lon

g as

they

cont

inue

to b

e di

sabl

ed (i

f und

er 6

5) a

nd

mee

t the

fina

ncia

l elig

ibili

ty cr

iteria

.

http

://c

a.db

101.

org/

ca/p

rogr

ams/

inco

me_

supp

ort/

ss_d

isabi

lity/

ssi/

prog

ram

2.ht

m

To b

e fo

und

elig

ible

, one

mus

t pro

vide

:

A So

cial

Sec

urity

card

or a

reco

rd o

f So

cial

Sec

urity

num

ber;

birt

h ce

rtifi

cate

or o

ther

pro

of o

f ag

e;In

form

atio

n ab

out y

our h

ome

mor

tgag

e or

you

r lea

se a

nd la

ndlo

rd’s

nam

e;Pa

yrol

l slip

s, ba

nk b

ooks

, ins

uran

ce p

olic

ies,

buria

l fun

d re

cord

s and

oth

er

info

rmat

ion

abou

t inc

ome

and

asse

ts;

The

nam

es, a

ddre

sses

and

tele

phon

e nu

mbe

rs o

f doc

tors

, hos

pita

ls an

d cl

inic

s if

are

appl

ying

for S

SI b

ecau

se o

f disa

bilit

y or

blin

dnes

s;Pr

oof o

f U.S

. citi

zens

hip

or e

ligib

le n

onci

tizen

stat

us; a

ndBa

nk st

atem

ents

and

sim

ilar f

inan

cial

doc

umen

ts to

show

ass

ets a

nd sa

ving

s.If

you

are

appr

oved

for S

SI, y

ou m

ust r

ecei

ve y

our p

aym

ents

ele

ctro

nica

lly.

(htt

p://

ww

w.s

sa.g

ov/p

ubs/

1100

0.ht

ml#

a0=2

- Ho

w to

App

ly S

ectio

n)

Elig

ibili

ty a

nd b

enef

it am

ount

s of m

ost b

enef

icia

ries a

re re

dete

rmin

ed o

nce

ever

y on

e to

six

year

s.

A ch

ange

repo

rted

that

affe

cts e

ligib

ility

or p

aym

ent (

for e

xam

ple,

mar

riage

), m

ay

trig

ger a

rede

term

inat

ion

of in

com

e, re

sour

ces,

and

livin

g ar

rang

emen

ts.

Ther

e ar

e th

ree

way

s re

dete

rmin

atio

n is

cond

ucte

d: b

y te

leph

one

inte

rvie

w; i

n pe

rson

; or b

y m

ail.

(htt

p://

ww

w.s

sa.g

ov/s

si/te

xt-r

edet

s-us

si.ht

m)

An S

SI re

cipi

ent's

clai

m w

ill b

e pe

riodi

cally

revi

ewed

to d

eter

min

e if

ther

e ha

s bee

n an

y m

edic

al im

prov

emen

t in

thei

r con

ditio

n an

d/or

to d

eter

min

e w

heth

er h

e/sh

e co

ntin

ues t

o be

elig

ible

for b

enef

its. T

hese

revi

ews a

re ca

lled

med

ical

Con

tinui

ng

Disa

bilit

y Re

view

(CDR

) and

wor

k Co

ntin

uing

Disa

bilit

y Re

view

(CDR

).

http

://c

a.db

101.

org/

ca/p

rogr

ams/

inco

me_

supp

ort/

ss_d

isabi

lity/

ssi/

prog

ram

2.ht

m

Also

- pg

. 9 o

f ht

tp:/

/ww

w.s

ocia

lsecu

rity.

gov/

polic

y/do

cs/s

tatc

omps

/ssi_

asr/

2011

/bac

kgro

und.

pdf

Unk

now

nU

nkno

wn

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

32

of 5

5

Prog

ram

Nam

e

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

Data

as o

f Dec

embe

r 7, 2

012.

FY 2

012

(pre

limin

ary)

: 3,3

45,4

12

FY 2

011:

3,2

81,7

12

FY 2

010:

3,2

39,8

99

FY 2

009:

3,1

75,0

63

FY 2

008:

3,1

19,0

71

Nat

iona

l (h

ttp:

//w

ww

.fns.

usda

.gov

/cnd

/lunc

h/Ab

outL

unch

/NSL

PFac

tShe

et.p

df)

The

Nat

iona

l Sch

ool L

unch

Pro

gram

(NSL

P) is

a fe

dera

lly a

ssist

ed m

eal p

rogr

am o

pera

ting

in p

ublic

an

d no

npro

fit p

rivat

e sc

hool

s and

resid

entia

l chi

ld ca

re in

stitu

tions

. It p

rovi

des n

utrit

iona

lly

bala

nced

, low

-cos

t or f

ree

lunc

hes t

o ch

ildre

n ea

ch sc

hool

day

. The

pro

gram

was

est

ablis

hed

unde

r th

e N

atio

nal S

choo

l Lun

ch A

ct, s

igne

d by

Pre

siden

t Har

ry T

rum

an in

194

6.

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/lu

nch/

)

Num

ber o

f rec

ipie

nts,

Dec

embe

r 201

1, re

leas

ed

July

201

2: 1

,284

,629

.

(htt

p://

ww

w.s

sa.g

ov/p

olic

y/do

cs/s

tatc

omps

/ssi

_sc/

2011

/ca.

pdf)

Uni

ted

Stat

es

(htt

p://

ww

w.s

ocia

lsecu

rity.

gov/

polic

y/do

cs/s

tatc

omps

/ssi_

asr/

2011

/bac

kgro

und.

pdf)

The

SSI p

rogr

am m

akes

pay

men

ts to

peo

ple

with

low

inco

me

who

are

age

65

or o

lder

or a

re b

lind

or h

ave

a di

sabi

lity.

The

Soci

al S

ecur

ity A

dmin

istra

tion

man

ages

the

SSI p

rogr

am. E

ven

thou

gh S

ocia

l Sec

urity

man

ages

th

e pr

ogra

m, S

SI is

not

pai

d fo

r by

Soci

al S

ecur

ity ta

xes.

SSI

is p

aid

for b

y U

.S. T

reas

ury

gene

ral

fund

s, no

t the

Soc

ial S

ecur

ity tr

ust f

unds

.

(htt

p://

ww

w.s

sa.g

ov/s

si/te

xt-u

nder

stan

ding

-ssi.

htm

)

Unk

now

n16

Trib

es, s

ervi

cing

52

coun

ties/

trib

al a

reas

thro

ugho

ut

the

stat

e of

Cal

iforn

ia

http

://t

ribal

tanf

.cds

s.ca

.gov

/PG2

59.h

tm

http

://t

ribal

tanf

.cds

s.ca

.gov

/PG2

53.h

tm

Thro

ugh

PRW

ORA

, Trib

al g

over

nmen

ts a

re e

ncou

rage

d to

fost

er p

ositi

ve ch

ange

s in

the

U.S

w

elfa

re sy

stem

by

form

ing

part

ners

hips

with

fede

ral,

and

Stat

e an

d lo

cal g

ov'ts

. Trib

al T

ANF

prog

ram

s are

des

igne

d to

:

- Pro

vide

ass

istan

ce to

nee

dy fa

mili

es so

that

child

ren

may

be

care

d fo

r in

thei

r ow

n ho

mes

or i

n th

e ho

mes

of r

elat

ives

- End

the

depe

nden

ce o

f nee

dy p

aren

ts o

n go

vern

men

t ben

efits

by

prom

otin

g jo

b pr

epar

atio

n,

wor

k, a

nd m

arria

ge

- Pre

vent

and

redu

ce th

e in

cide

nce

of o

ut-o

f-wed

lock

pre

gnan

cies

and

est

ablis

h an

nual

num

eric

al

goal

s for

pre

vent

ing

and

redu

cing

the

inci

denc

e of

thes

e pr

egna

ncie

s

- Enc

oura

ge th

e fo

rmat

ion

and

mai

nten

ance

of t

wo-

pare

nt fa

mili

es

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

33

of 5

5

Prog

ram

Nam

e

Nat

iona

l Sch

ool

Lunc

h Pr

ogra

m

Supp

lem

enta

l Se

curit

y In

com

e (S

SI)

Trib

al T

ANF

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

Hou

seho

lds m

ust b

e no

tifie

d of

thei

r elig

ibili

ty st

atus

. Hou

seho

lds w

ith ch

ildre

n w

ho a

re

appr

oved

for f

ree

or re

duce

d pr

ice

bene

fits m

ay b

e no

tifie

d in

writ

ing

or v

erba

lly.

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/G

uida

nce/

EliM

an.p

df, p

g. 2

3)

Non

e, e

ligib

ility

is in

com

e ba

sed.

"Hou

seho

lds t

hat s

ubm

it a

com

plet

e ap

plic

atio

n in

dica

ting

tota

l ho

useh

old

inco

me

at

or b

elow

the

inco

me

limits

for f

ree

or re

duce

d pr

ice

bene

fits m

ust b

e ap

prov

ed fo

r fr

ee o

r red

uced

pric

e be

nefit

s, as

app

ropr

iate

."

(htt

p://

ww

w.fn

s.us

da.g

ov/c

nd/G

uida

nce/

EliM

an.p

df, 2

2)

Imm

igra

nt st

atus

doe

s not

impa

ct e

ligib

ility

(h

ttp:

//w

ww

.fns.

usda

.gov

/sna

p/ru

les/

Mem

o/PR

WO

RA/9

9/N

BPCE

IS_W

IC.h

tm).

Unk

now

n

Befo

re S

ocia

l Sec

urity

will

beg

in p

ayin

g so

meo

ne S

SI, t

hey

will

send

him

or h

er a

lett

er th

at

tells

whe

n pa

ymen

ts st

art a

nd h

ow m

uch

he o

r she

will

get

.

http

://w

ww

.ssa

.gov

/pub

s/11

015.

pdf

Unk

now

nTh

e m

ain

obje

ctiv

e of

the

SSI p

rogr

am is

to p

rovi

de

the

basic

cash

supp

ort o

f nee

dy a

ged,

blin

d, o

r disa

bled

in

divi

dual

s. C

ongr

ess d

esig

ned

the

SSI p

rogr

am

on th

e ba

sis o

f the

follo

win

g pr

inci

ples

:

are

natio

nally

uni

form

and

elig

ibili

ty d

eter

min

atio

ns

that

are

bas

ed o

n ob

ject

ive

crite

ria

blin

d, o

r disa

bled

who

se in

com

e an

d re

sour

ces a

re

belo

w sp

ecifi

ed le

vels

are

able

to w

ork

or to

be

reha

bilit

ated

that

wou

ld

allo

w th

em to

redu

ce th

eir d

epen

denc

y on

pub

lic

assis

tanc

e

adm

inist

erin

g th

e pr

ogra

m to

pro

vide

ass

istan

ce

supp

lem

enta

tion

of th

e ba

sic fe

dera

l ben

efit

and

prot

ectio

n fo

r for

mer

reci

pien

ts o

f sta

te a

dult

assis

tanc

e pr

ogra

ms w

ho w

ere

conv

erte

d to

the

SSI p

rogr

am

the

Food

Sta

mp

prog

ram

, med

ical

ass

istan

ce

prog

ram

s, an

d ot

her p

rogr

ams

http

://w

ww

.soc

ialse

curit

y.go

v/po

licy/

docs

/sta

tcom

ps/s

si_as

r/20

11/

back

grou

nd.p

dfU

nkno

wn

Unk

now

nU

nkno

wn

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

34

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Wom

en, I

nfan

ts

and

Child

ren

(WIC

) Fe

dera

lU

.S. D

epar

tmen

t of A

gric

ultu

reFY

201

2 fo

r CA:

$1,

261,

722,

232

WIC

is a

Fed

eral

gra

ntpr

ogra

m fo

r whi

ch C

ongr

ess a

utho

rizes

a

spec

ific a

mou

nt o

f fun

ding

eac

h ye

ar fo

rpr

ogra

m o

pera

tions

. The

Foo

d an

d N

utrit

ion

Serv

ice,

whi

ch a

dmin

ister

s the

pr

ogra

m a

tth

e Fe

dera

l lev

el, p

rovi

des t

hese

fund

s to

WIC

Sta

te a

genc

ies (

Stat

e he

alth

depa

rtm

ents

or c

ompa

rabl

e ag

enci

es) t

o pa

y fo

r WIC

food

s, nu

triti

on e

duca

tion,

brea

stfe

edin

g pr

omot

ion

and

supp

ort,

and

adm

inist

rativ

e co

sts.

Stat

e ag

ency

gro

ss in

com

e lim

it fo

r inc

ome

elig

ibili

ty is

185

% o

f the

fede

ral p

over

ty g

uide

lines

.

Cert

ain

appl

ican

ts ca

n be

det

erm

ined

inco

me-

elig

ible

for W

IC b

ased

on

thei

r par

ticip

atio

n in

cert

ain

prog

ram

s. T

hese

in

clud

ed in

divi

dual

s:

-- e

ligib

le to

rece

ive

SNAP

ben

efits

, Med

icai

d, fo

r Tem

pora

ry A

ssist

ance

for N

eedy

Fam

ilies

(TAN

F, fo

rmer

ly k

now

n as

AF

DC, A

id to

Fam

ilies

with

Dep

ende

nt C

hild

ren)

, --

in w

hich

cert

ain

fam

ily m

embe

rs a

re e

ligib

le to

rece

ive

Med

icai

d or

TAN

F, o

r --

at S

tate

age

ncy

optio

n, in

divi

dual

s tha

t are

elig

ible

to p

artic

ipat

e in

cert

ain

othe

r Sta

te-a

dmin

ister

ed p

rogr

ams.

Child

Car

e D

ev.

Bloc

k G

rant

Fede

ral a

nd S

tate

Fede

ral F

undi

ng th

roug

h th

e Ch

ild C

are

and

Deve

lopm

ent F

und.

The

CCD

F is

adm

inist

ered

by

the

Offi

ce o

f Chi

ld C

are

at th

e U

.S. D

epar

tmen

t of H

ealth

and

Hu

man

Ser

vice

s (HH

S)

Full

year

app

ropr

oria

tes f

or F

Y201

3 ha

ve

yet t

o be

ena

cted

, how

ever

the

Hous

e an

d th

e Se

nate

hav

e pa

ssed

a si

x-m

onth

go

vern

men

t-wid

e co

ntin

uing

reso

lutio

n fo

r FY2

013.

The

bill

wou

ld m

aint

ain

fund

ing

for d

iscre

tiona

ry p

rogr

ams a

t the

ir FY

2012

leve

ls, in

crea

sed

by 0

.612

%.

(FY2

012

for C

A Fo

r CCD

F is

$244

,004

,509

)

Inco

me

elig

ibili

ty li

mit

is 85

% o

f Sta

te M

edia

n In

com

e--S

tate

s hav

e th

e di

scre

tion

to a

dopt

inco

me

elig

ibili

ty li

mits

bel

ow

this

fede

ral m

axim

um.

Hea

d St

art

Fede

ral

The

Offi

ce o

f Hea

d St

art (

OHS

), w

ithin

the

Adm

inist

ratio

n of

Chi

ldre

n an

d Fa

mili

es o

f the

Dep

artm

ent o

f Hea

lth a

nd H

uman

Ser

vice

s, aw

ards

gra

nts t

o pu

blic

and

priv

ate

agen

cies

on

a co

mpe

titiv

e ba

sis to

pro

vide

thes

e co

mpr

ehen

sive

serv

ices

to sp

ecifi

c com

mun

ities

.

http

://w

ww

.acf

.hhs

.gov

/pro

gram

s/oh

s/ab

out/

head

-sta

rt

Nat

iona

lly: H

ead

Star

t is c

urre

ntly

fund

ed

at o

ver $

6.8

billi

on a

nd se

rves

mor

e th

an

909,

000

low

-inco

me

child

ren

and

fam

ilies

na

tionw

ide.

Calif

orni

a: C

alifo

rnia

's He

ad S

tart

pro

gram

is

the

larg

est i

n th

e na

tion.

In 2

009,

ove

r 10

9,00

0 ch

ildre

n w

ere

serv

ed b

y He

ad

Star

t with

a p

rogr

am b

udge

t of o

ver $

859

mill

ion.

Cal

iforn

ia's

Hea

d St

art p

rogr

ams

are

adm

inist

ered

thro

ugh

a sy

stem

of 7

4 gr

ante

es a

nd 8

8 de

lega

te a

genc

ies.

http

://w

ww

.cde

.ca.

gov/

sp/c

d/re

/chs

sco.

asp

"The

HHS

Pov

erty

Gui

delin

es a

nd S

ectio

n 64

5 of

the

Head

Sta

rt A

ct a

re u

sed

to d

eter

min

e in

com

e el

igib

ility

for

part

icip

atio

n in

Hea

d St

art a

nd E

arly

Hea

d St

art p

rogr

ams.

Pro

gram

staf

f may

refe

r to

thes

e re

sour

ces w

hen

wor

king

with

fa

mili

es.

Child

ren

from

birt

h to

age

five

who

are

from

fam

ilies

with

inco

mes

bel

ow th

e po

vert

y gu

idel

ines

are

elig

ible

for H

ead

Star

t an

d Ea

rly H

ead

Star

t ser

vice

s. C

hild

ren

from

hom

eles

s fam

ilies

, and

fam

ilies

rece

ivin

g pu

blic

ass

istan

ce su

ch a

s TAN

F or

SSI

ar

e al

so e

ligib

le. F

oste

r chi

ldre

n ar

e el

igib

le re

gard

less

of t

heir

fost

er fa

mily

’s in

com

e. P

rogr

am st

aff m

embe

rs m

ay re

fer t

o th

is se

ctio

n of

the

Head

Sta

rt A

ct to

furt

her u

nder

stan

d e

ligib

ility

for H

ead

Star

t and

Ear

ly H

ead

Star

t.

The

pove

rty

guid

elin

es a

re a

djus

ted

for f

amili

es o

f diff

eren

t size

s and

may

be

used

to d

eter

min

e fin

anci

al e

ligib

ility

for

cert

ain

fede

ral p

rogr

ams s

uch

as H

ead

Star

t and

Ear

ly H

ead

Star

t ser

vice

s. T

he g

uide

lines

are

issu

ed e

ach

year

in th

e Fe

dera

l Reg

ister

by

the

Depa

rtm

ent o

f Hea

lth a

nd H

uman

Ser

vice

s. A

sing

le se

t of g

uide

lines

app

lies t

o th

e 48

cont

iguo

us

stat

es a

nd th

e Di

stric

t of C

olum

bia.

The

re a

re se

para

te se

ts o

f pov

erty

gui

delin

es fo

r Ala

ska

and

Haw

aii.

Thes

e gu

idel

ines

m

ay b

e us

ed w

hen

dete

rmin

ing

a fa

mily

's el

igib

ility

for H

ead

Star

t and

Ear

ly H

ead

Star

t ser

vice

s."

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/tta

-sy

stem

/ope

ratio

ns/M

anag

emen

t%20

and%

20Ad

min

istra

tion/

Elig

ibili

ty%

20&

%20

Enro

llmen

t/In

com

e%20

Elig

ibili

ty/P

over

tyGu

idel

ine.

htm

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

35

of 5

5

Prog

ram

Nam

e

Wom

en, I

nfan

ts

and

Child

ren

(WIC

)

Child

Car

e D

ev.

Bloc

k G

rant

Hea

d St

art

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

Yes.

Fed

eral

Pov

erty

Gui

delin

es.

Nut

ritio

nal r

equi

rem

ent:

Appl

ican

ts m

ust b

e se

en b

y a

heal

th p

rofe

ssio

nal s

uch

as a

phy

sicia

n, n

urse

, or

nutr

ition

ist w

ho m

ust d

eter

min

e w

heth

er th

e in

divi

dual

is a

t nut

ritio

n ris

k. I

n m

any

case

s, th

is is

done

in th

e W

IC c

linic

at n

o co

st to

the

appl

ican

t. H

owev

er, t

his i

nfor

mat

ion

can

be o

btai

ned

from

ano

ther

hea

lth

prof

essio

nal s

uch

as th

e ap

plic

ant's

phy

sicia

n.

"Nut

ritio

n ris

k" m

eans

that

an

indi

vidu

al h

as m

edic

al-b

ased

or d

ieta

ry-b

ased

cond

ition

s. E

xam

ples

of m

edic

al-

base

d co

nditi

ons i

nclu

de a

nem

ia (l

ow b

lood

leve

ls), u

nder

wei

ght,

or h

istor

y of

poo

r pre

gnan

cy o

utco

me.

A

diet

ary-

base

d co

nditi

on in

clud

es, f

or e

xam

ple,

a p

oor d

iet.

At a

min

imum

, the

app

lican

t's h

eigh

t and

wei

ght m

ust b

e m

easu

red

and

bloo

d w

ork

take

n to

chec

k fo

r an

emia

.

An a

pplic

ant m

ust h

ave

at le

ast o

ne o

f the

med

ical

or d

ieta

ry c

ondi

tions

on

the

Stat

e's l

ist o

f WIC

nut

ritio

n ris

k cr

iteria

.

Stat

e M

edia

n In

com

eCh

ildre

n m

ust b

e le

ss th

an 1

3 ye

ars o

ld, m

ust b

e liv

ing

with

par

ents

who

are

wor

king

or e

nrol

led

in sc

hool

or

trai

ning

, or i

n ne

ed o

f pro

tect

ive

serv

ices

.

Fede

ral P

over

ty G

uide

lines

To b

e el

igib

le fo

r Hea

d St

art s

ervi

ces,

a c

hild

mus

t be

at le

ast t

hree

yea

rs o

ld b

y th

e da

te u

sed

to d

eter

min

e el

igib

ility

for p

ublic

scho

ol in

the

com

mun

ity in

whi

ch th

e He

ad S

tart

pro

gram

is lo

cate

d, e

xcep

t in

case

s w

here

the

Head

Sta

rt p

rogr

am's

appr

oved

gra

nt p

rovi

des s

peci

fic a

utho

rity

to se

rve

youn

ger c

hild

ren.

Ex

ampl

es o

f suc

h ex

cept

ions

are

pro

gram

s ser

ving

child

ren

of m

igra

nt fa

mili

es a

nd E

arly

Hea

d St

art p

rogr

ams.

(htt

p://

eclk

c.oh

s.ac

f.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.4%

20Ag

e%20

of%

20ch

ildre

n%20

and%

20fa

mily

%20

inco

me.

htm

)

In se

lect

ing

the

child

ren

and

fam

ilies

to b

e se

rved

, the

Hea

d St

art p

rogr

am m

ust c

onsid

er th

e in

com

e of

el

igib

le fa

mili

es, t

he a

ge o

f the

child

, the

ava

ilabi

lity

of k

inde

rgar

ten

or fi

rst g

rade

to th

e ch

ild, a

nd th

e ex

tent

to

whi

ch a

chi

ld o

r fam

ily m

eets

the

crite

ria th

at e

ach

prog

ram

is re

quire

d to

est

ablis

h in

Sec

. 130

5.3(

c)(6

).

(htt

p://

eclk

c.oh

s.ac

f.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.6%

20Se

lect

ion%

20pr

oces

s..h

tm)

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

36

of 5

5

Prog

ram

Nam

e

Wom

en, I

nfan

ts

and

Child

ren

(WIC

)

Child

Car

e D

ev.

Bloc

k G

rant

Hea

d St

art

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Fam

ilyTh

e St

ate

agen

cy a

utho

rizes

loca

l age

ncie

s to

cert

ify in

fant

s und

er si

x m

onth

s of a

ge fo

r a p

erio

d ex

tend

ing

up to

th

e fir

st b

irthd

ay p

rovi

ded

the

qual

ity a

nd a

cces

sibili

ty o

f hea

lth ca

re se

rvic

es a

re n

ot d

imin

ished

(kno

wn

as

“ext

ende

d ce

rtifi

catio

n”)

The

Stat

e ag

ency

aut

horiz

es lo

cal a

genc

ies t

o ce

rtify

bre

astfe

edin

g m

othe

rs fo

r a p

erio

d ex

tend

ing

up to

the

infa

nt's

first

birt

hday

or u

ntil

brea

stfe

edin

g is

disc

ontin

ued

(whi

chev

er co

mes

firs

t) Ex

tend

ed ce

rtifi

catio

n is

an o

ptio

n fo

r th

e fo

llow

ing:

No

Fam

ilyU

nkno

wn

Unk

now

n

Fam

ily -

Child

ren

from

fam

ilies

that

mee

t the

inco

me

elig

ibili

ty cr

iteria

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Ac

t/he

adst

arta

ct.h

tml#

645

HHS

Pove

rty

Gui

delin

es a

re is

sued

eac

h ye

ar in

the

Fede

ral R

egis

ter.

Thes

e gu

idel

ines

may

be

used

whe

n de

term

inin

g a

fam

ily's

elig

ibili

ty fo

r Hea

d St

art a

nd E

arly

Hea

d St

art s

ervi

ces.

(htt

p://

aspe

.hhs

.gov

/pov

erty

/12p

over

ty.s

htm

l)

No

cap.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

37

of 5

5

Prog

ram

Nam

e

Wom

en, I

nfan

ts

and

Child

ren

(WIC

)

Child

Car

e D

ev.

Bloc

k G

rant

Hea

d St

art

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

The

Stat

e ag

ency

aut

horiz

es lo

cal a

genc

ies t

o ce

rtify

infa

nts u

nder

six

mon

ths o

f age

for a

per

iod

exte

ndin

g up

to th

e fir

st b

irthd

ay p

rovi

ded

the

qual

ity a

nd a

cces

sibili

ty o

f hea

lth ca

re se

rvic

es a

re n

ot d

imin

ished

(k

now

n as

“ex

tend

ed ce

rtifi

catio

n”)

The

Stat

e ag

ency

aut

horiz

es lo

cal a

genc

ies t

o ce

rtify

bre

astf

eedi

ng

mot

hers

for a

per

iod

exte

ndin

g up

to th

e in

fant

's fir

st b

irthd

ay o

r unt

il br

east

feed

ing

is di

scon

tinue

d (w

hich

ever

com

es fi

rst)

Exte

nded

cert

ifica

tion

is an

opt

ion

for t

he fo

llow

ing:

wom

en

Yes

Elig

ibili

ty is

bas

ed o

n th

e st

ated

inco

me

amou

nt a

nd su

ppor

ting

docu

men

tatio

n su

bmitt

ed b

y th

e ap

plic

ant.

The

appl

ican

t is r

equi

red

to p

rovi

de p

roof

of t

he g

ross

m

onth

ly in

com

e fo

r all

adul

t mem

bers

of t

he h

ouse

hold

. All

docu

men

tatio

n m

ust

cove

r a o

ne m

onth

per

iod

and

be cu

rren

t with

in 6

wee

ks o

f int

ake.

The

Stat

e ag

ency

requ

ires d

ocum

enta

tion

of a

n ap

plic

ant's

, or c

erta

in fa

mily

m

embe

rs' e

ligib

ility

to re

ceiv

e be

nefit

s in

the

follo

win

g m

eans

-test

ed p

rogr

ams t

hat

conf

er a

djun

ctiv

e in

com

e el

igib

ility

for W

IC: T

ANF,

food

stam

ps, M

edic

aid.

The

Stat

e ag

ency

use

s doc

umen

ted

elig

ibili

ty fo

r/pa

rtic

ipat

ion

in o

ther

mea

ns-te

sted

pr

ogra

ms t

o es

tabl

ish W

IC in

com

e el

igib

ility

: SSI

.

Indi

vidu

als a

re re

quire

d to

doc

umen

t tha

t the

y or

a fa

mily

mem

ber a

re ce

rtifi

ed a

s el

igib

le to

rece

ive

TAN

F, M

edic

aid,

or F

ood

Stam

p be

nefit

s or,

unde

r the

Sta

te o

ptio

n,

cert

ified

as e

ligib

le to

rece

ive

bene

fits i

n St

ate-

adm

inist

ered

pro

gram

s by

prov

idin

g:

prog

ram

ID ca

rd o

r not

ice

of e

ligib

ility

.

The

appl

ican

t mus

t also

pro

ve n

utrit

iona

l risk

.

Unk

now

nU

nkno

wn

Unk

now

n

Head

star

t ser

vice

s are

pro

vide

d to

3-5

yea

r old

s.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.4%

20Ag

e%20

of%

20ch

ildre

n%20

and%

20fa

mily

%20

inc

ome.

htm

Yes.

"(c)

The

fam

ily in

com

e m

ust b

e ve

rifie

d by

the

Head

Sta

rt p

rogr

am b

efor

e de

term

inin

g th

at a

child

is e

ligib

le to

par

ticip

ate

in th

e pr

ogra

m.

Inco

me

Tax

Form

104

0, W

-2 fo

rms,

pay

stub

s, p

ay e

nvel

opes

, writ

ten

stat

emen

ts

from

em

ploy

ers,

or d

ocum

enta

tion

show

ing

curr

ent s

tatu

s as r

ecip

ient

s of p

ublic

as

sista

nce.

"

(htt

p://

eclk

c.oh

s.ac

f.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305

/130

5.4%

20Ag

e%20

of%

20ch

ildre

n%20

and%

20fa

mily

%20

inco

me.

htm

)

If a

child

has

bee

n fo

und

inco

me

elig

ible

and

is p

artic

ipat

ing

in a

Hea

d St

art p

rogr

am,

he o

r she

rem

ains

inco

me

elig

ible

thro

ugh

that

enr

ollm

ent y

ear a

nd th

e im

med

iate

ly

succ

eedi

ng e

nrol

lmen

t yea

r. Ch

ildre

n w

ho a

re e

nrol

led

in a

pro

gram

rece

ivin

g fu

nds

unde

r the

aut

horit

y of

sect

ion

645A

of t

he H

ead

Star

t Act

(pro

gram

s for

fam

ilies

with

in

fant

s and

todd

lers

, or E

arly

Hea

d St

art)

rem

ain

inco

me

elig

ible

whi

le th

ey a

re

part

icip

atin

g in

the

prog

ram

. Whe

n a

child

mov

es fr

om a

pro

gram

serv

ing

infa

nts a

nd

todd

lers

to a

Hea

d St

art p

rogr

am se

rvin

g ch

ildre

n ag

e th

ree

and

olde

r, th

e fa

mily

in

com

e m

ust b

e re

verif

ied.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20St

art%

20Re

quire

men

ts/1

305/

1305

.7%

20En

rollm

ent%

20an

d%20

re-e

nrol

lmen

t..ht

m

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

38

of 5

5

Prog

ram

Nam

e

Wom

en, I

nfan

ts

and

Child

ren

(WIC

)

Child

Car

e D

ev.

Bloc

k G

rant

Hea

d St

art

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

In C

alifo

rnia

, 84

WIC

age

ncie

s pro

vide

serv

ices

lo

cally

to o

ver 1

.45

mill

ion

part

icip

ants

eac

h m

onth

at o

ver 6

50 si

tes t

hrou

ghou

t the

Sta

te.

CA re

siden

cy re

quire

men

t, an

d N

evad

a, O

rego

n &

Ar

izona

reci

proc

ity a

gree

men

ts a

re in

fina

l rev

iew

proc

ess.

WIC

is a

fede

rally

-fund

ed h

ealth

and

nut

ritio

n pr

ogra

m fo

r wom

en, i

nfan

ts, a

nd ch

ildre

n. W

IC

help

s fam

ilies

by

prov

idin

g ch

ecks

for b

uyin

g he

alth

y su

pple

men

tal f

oods

from

WIC

-aut

horiz

ed

vend

ors,

nutr

ition

edu

catio

n, a

nd h

elp

findi

ng h

ealth

care

and

oth

er co

mm

unity

serv

ices

. Pa

rtic

ipan

ts m

ust m

eet i

ncom

e gu

idel

ines

and

be

preg

nant

wom

en, n

ew m

othe

rs, i

nfan

ts o

r ch

ildre

n un

der a

ge fi

ve.

In C

alifo

rnia

, 84

WIC

age

ncie

s pro

vide

serv

ices

loca

lly to

ove

r 1.4

5 m

illio

n pa

rtic

ipan

ts e

ach

mon

th a

t ove

r 650

site

s thr

ough

out t

he S

tate

.

http

://w

ww

.cdp

h.ca

.gov

/pro

gram

s/w

icw

orks

/Pag

es/d

efau

lt.as

px

Roug

hly

1.7

mill

ion

child

ren

a m

onth

(nat

ion

wid

e) U

nkno

wn

Assis

t low

-inco

me

fam

ilies

in o

btai

ning

child

care

so th

at p

aren

ts ca

n w

ork

or p

artic

ipat

e in

edu

catio

n or

trai

ning

ac

tiviti

es--P

aren

ts a

re g

iven

a m

axim

um ch

oice

in se

lect

ing

a ch

ild ca

re p

rovi

der.

they

are

giv

en

the

optio

n to

enr

oll t

heir

child

with

a p

rovi

der t

hat h

as a

gra

nt o

r con

trac

t. St

ates

can

wai

ve c

hild

ca

re fe

es fo

r fam

ilies

with

inco

mes

at o

r bel

ow th

e po

vert

y gu

idel

ines

.

http

s://

ww

w.c

fda.

gov/

inde

x?s=

prog

ram

&m

ode=

form

&ta

b=co

re&

id=e

a6d4

aea3

cba5

d410

cc40

56d

eda5

8bf2

http

://w

ww

.acf

.hhs

.gov

/site

s/de

faul

t/fil

es/o

cc/f

unda

men

tals_

of_c

cdf_

adm

inist

ratio

n_ch

apte

r_7.

pdf

http

://g

reen

book

.way

sand

mea

ns.h

ouse

.gov

/site

s/gr

eenb

ook.

way

sand

mea

ns.h

ouse

.gov

/file

s/20

12/

docu

men

ts/R

L307

85%

20v2

_gb.

pdf

Acco

rdin

g to

201

0-20

11 P

rogr

am S

tatis

tics,

4.8

% o

f He

ad S

tart

par

ticip

ants

in C

alifo

rnia

wer

e N

ativ

e Am

eric

an.

http

://c

ahea

dsta

rt.o

rg/f

acts

.htm

l

Head

Sta

rt is

a n

atio

nal p

rogr

am o

pera

ting

in a

ll 50

st

ates

and

trib

al a

reas

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/H

ead%

20S

tart

%20

Requ

irem

ents

/130

5/13

05.4

%20

Age%

20of

%20

chi

ldre

n%20

and%

20fa

mily

%20

inco

me.

htm

Head

Sta

rt is

a fe

dera

l pro

gram

that

pro

mot

es th

e sc

hool

read

ines

s of c

hild

ren

ages

birt

h to

five

fr

om lo

w-in

com

e fa

mili

es b

y en

hanc

ing

thei

r cog

nitiv

e, so

cial

, and

em

otio

nal d

evel

opm

ent.

Head

Sta

rt p

rogr

ams p

rovi

de a

lear

ning

env

ironm

ent t

hat s

uppo

rts c

hild

ren'

s gro

wth

in th

e fo

llow

ing

dom

ains

: lan

guag

e an

d lit

erac

y;co

gniti

on a

nd g

ener

al k

now

ledg

e;ph

ysic

al d

evel

opm

ent a

nd h

ealth

;so

cial

and

em

otio

nal d

evel

opm

ent;

and

appr

oach

es to

lear

ning

.

Hea

d St

art p

rogr

ams p

rovi

de co

mpr

ehen

sive

serv

ices

to e

nrol

led

child

ren

and

thei

r fam

ilies

, whi

ch

incl

ude

heal

th, n

utrit

ion,

soci

al, a

nd o

ther

serv

ices

det

erm

ined

to b

e ne

cess

ary

by fa

mily

nee

ds

asse

ssm

ents

, in

addi

tion

to e

duca

tion

and

cogn

itive

dev

elop

men

t ser

vice

s. H

ead

Star

t ser

vice

s are

de

signe

d to

be

resp

onsiv

e to

eac

h ch

ild a

nd fa

mily

's et

hnic

, cul

tura

l, an

d lin

guist

ic h

erita

ge.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/hs/

abou

t

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

39

of 5

5

Prog

ram

Nam

e

Wom

en, I

nfan

ts

and

Child

ren

(WIC

)

Child

Car

e D

ev.

Bloc

k G

rant

Hea

d St

art

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

The

Stat

e ag

ency

def

ines

spec

ial n

utrit

iona

l risk

app

lican

ts w

ho a

re to

be

notif

ied

of th

eir

elig

ibili

ty w

ithin

10

days

of t

he d

ate

of th

e fir

st re

ques

t for

pro

gram

ben

efits

as t

he fo

llow

ing

(che

ck a

ll th

at a

pply

): pr

egna

nt w

omen

elig

ible

as P

riorit

y I

mig

rant

farm

wor

kers

/fam

ily m

embe

rs

b. T

he S

tate

age

ncy

requ

ires l

ocal

age

ncie

s to

follo

w sp

ecia

l pol

icie

s and

pro

cedu

res t

o en

sure

tim

ely

cert

ifica

tion

of:

rura

l app

lican

ts

empl

oyed

app

lican

ts

c. T

he S

tate

age

ncy'

s pol

icy

allo

ws i

t to

auth

orize

an

exte

nsio

n of

the

notif

icat

ion

perio

d up

to

15 d

ays f

or sp

ecia

l nut

ritio

nal r

isk a

pplic

ants

whe

n lo

cal a

genc

ies p

rovi

de a

writ

ten

requ

est

with

just

ifica

tion

d. P

olic

ies a

nd p

roce

dure

s are

in p

lace

to a

ssur

e al

l oth

er a

pplic

ants

are

not

ified

of e

ligib

ility

w

ithin

20

days

of f

irst r

eque

st fo

r pro

gram

ben

efits

.

In d

eter

min

ing

an a

pplic

ant’s

inco

me

elig

ibili

ty fo

r WIC

, the

Sta

te a

genc

y ex

clud

es b

asic

allo

wan

ce

for h

ousin

g re

ceiv

ed b

y m

ilita

ry se

rvic

es p

erso

nnel

resid

ing

off m

ilita

ry in

stal

latio

ns a

nd in

pr

ivat

ized

hous

ing,

whe

ther

on-

or o

ff-ba

se. T

he S

tate

age

ncy

excl

udes

cost

-of-l

ivin

g al

low

ance

s for

m

ilita

ry p

erso

nnel

on

duty

out

side

of th

e co

ntig

uous

48

Stat

es (O

CON

US

COLA

) fro

m a

pplic

ant

inco

me

for p

urpo

ses o

f WIC

inco

me

dete

rmin

atio

n.

The

Stat

e ag

ency

aut

horiz

es lo

cal a

genc

ies t

o di

squa

lify

an in

divi

dual

in th

e m

iddl

e of

a ce

rtifi

catio

n pe

riod

for t

he fo

llow

ing

reas

ons:

-par

ticip

ant v

olun

teer

s the

info

rmat

ion

that

they

are

ove

r inc

ome

-par

ticip

ant a

buse

-fa

mily

mem

ber f

ound

inco

me

inel

igib

le a

t rec

ertif

icat

ion

Unk

now

n

Unk

now

nU

nkno

wn

Unk

now

n

Depe

nds o

n th

e pr

ogra

m.

Prog

ram

s are

requ

ired

to in

clud

e, in

eve

ry e

nrol

led

child

’s fo

lder

, a st

atem

ent s

igne

d by

a

Head

Sta

rt e

mpl

oyee

indi

catin

g w

hat d

ocum

enta

tion

was

use

d to

det

erm

ine

inco

me

elig

ibili

ty a

nd st

atin

g th

at th

e ch

ild is

inco

me

elig

ible

(or t

hat t

he ch

ild is

bei

ng e

nrol

led

as a

n “o

ver-

inco

me”

child

). Pr

ogra

ms a

re n

ot re

quire

d to

incl

ude

the

actu

al d

ocum

enta

tion

used

to

dete

rmin

e el

igib

ility

.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/P

olic

y%20

Clar

ifica

tions

%20

and%

20FA

Qs/

i_pc

_act

ual.h

tm#I

043

Head

Sta

rt re

gula

tions

(130

5.7(

a)) r

equi

re th

at o

nce

a ch

ild is

enr

olle

d in

Hea

d St

art t

hat c

hild

sh

ould

rem

ain

enro

lled

until

kin

derg

arte

n or

firs

t gra

de is

ava

ilabl

e to

that

child

exc

ept t

hat "

the

Hea

d St

art p

rogr

am m

ay ch

oose

not

to e

nrol

l a ch

ild w

hen

ther

e ar

e co

mpe

lling

reas

ons f

or th

e ch

ild n

ot to

rem

ain

in H

ead

Star

t, su

ch a

s whe

n th

ere

is a

chan

ge in

the

child

’s fa

mily

inco

me

and

ther

e is

a ch

ild w

ith a

gre

ater

nee

d fo

r Hea

d St

art s

ervi

ces.

" Whi

le O

HS w

ould

gen

eral

ly e

xpec

t pr

ogra

ms w

ould

ass

ure

a co

ntin

uity

of s

ervi

ces f

or H

ead

Star

t chi

ldre

n an

d co

ntin

ue se

rvin

g th

at

child

unt

il en

try

into

pub

lic sc

hool

a p

rogr

am m

ay, a

t the

pro

gram

’s d

iscre

tion,

not

enr

oll t

hat c

hild

fo

r the

third

yea

r bec

ause

ther

e ar

e ot

her e

ligib

le ch

ildre

n w

ho h

ave

a gr

eate

r nee

d fo

r Hea

d St

art.

Shou

ld a

pro

gram

choo

se n

ot to

enr

oll t

he ch

ild fo

r a th

ird y

ear,

the

reas

ons f

or th

is sh

ould

be

incl

uded

in th

e ch

ild’s

fold

er.

http

://e

clkc

.ohs

.acf

.hhs

.gov

/hslc

/sta

ndar

ds/P

olic

y%20

Clar

ifica

tions

%20

and%

20FA

Qs/

i_pc

_act

ual.h

tm

#I04

3

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

40

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Hous

ing

choi

ce v

ouch

ers

are

adm

inist

ered

loca

lly

by p

ublic

hou

sing

agen

cies

(PHA

s). T

he

PHAs

rece

ive

fede

ral

fund

s fro

m th

e U

.S.

Depa

rtm

ent o

f Hou

sing

and

Urb

an D

evel

opm

ent

(HU

D) to

adm

inist

er th

e vo

uche

r pro

gram

.

U.S

. Dep

artm

ent o

f Hou

sing

and

Urb

an D

evel

opm

ent

Unk

now

nEl

igib

ility

for a

hou

sing

vouc

her i

s det

erm

ined

by

the

PHA

base

d on

the

tota

l ann

ual g

ross

inco

me

and

fam

ily si

ze a

nd is

lim

ited

to U

S ci

tizen

s and

spec

ified

cate

gorie

s of n

on-c

itize

ns w

ho h

ave

elig

ible

imm

igra

tion

stat

us. I

n ge

nera

l, th

e fa

mily

's in

com

e m

ay n

ot e

xcee

d 50

% o

f the

med

ian

inco

me

for t

he c

ount

y or

met

ropo

litan

are

a in

whi

ch th

e fa

mily

cho

oses

to li

ve.

By la

w, a

PHA

mus

t pro

vide

75

perc

ent o

f its

vou

cher

to a

pplic

ants

who

se in

com

es d

o no

t exc

eed

30 p

erce

nt o

f the

are

a m

edia

n in

com

e. M

edia

n in

com

e le

vels

are

publ

ished

by

HUD

and

vary

by

loca

tion.

The

PHA

serv

ing

your

com

mun

ity ca

n pr

ovid

e yo

u w

ith th

e in

com

e lim

its fo

r you

r are

a an

d fa

mily

size

Sect

ion

202

Hou

sing

Fede

ral a

nd S

tate

It is

Fede

rally

fund

ed a

dmin

ister

ed b

y th

e U

.S. D

epar

tmen

t of H

ousin

g an

d U

rban

Dev

elop

men

t (HU

D)U

nkno

wn

Elig

ible

Gra

ntee

s:

Priv

ate

nonp

rofit

org

aniza

tions

can

app

ly to

dev

elop

a S

ectio

n 20

2 pr

ojec

t if t

hey

can,

am

ong

othe

r req

uire

men

ts, s

ubm

it a

reso

lutio

n th

at th

ey w

ill p

rovi

de a

min

imum

capi

tal i

nves

tmen

t equ

al to

0.5

per

cent

of t

he H

UD-

appr

oved

capi

tal a

dvan

ce,

up to

a m

axim

um o

f $25

,000

for n

atio

nal s

pons

ors o

r $10

,000

for o

ther

spon

sors

. Pub

lic e

ntiti

es a

re n

ot e

ligib

le fo

r fun

ding

un

der t

his p

rogr

am.

Elig

ible

Cus

tom

ers:

O

ccup

ancy

in S

ectio

n 20

2 ho

usin

g is

open

to a

ny v

ery

low

-inco

me

hous

ehol

d . I

ncom

es le

vels

for g

over

nmen

t ass

isted

ho

usin

g ar

e ty

pica

lly b

elow

50%

of t

heir

area

’s m

edia

n in

com

e. A

vera

ge in

com

e of

a re

siden

t is a

ppro

xim

atel

y $1

0,00

0 /

year

. A

pplic

atio

ns fo

r Sec

tion

202

hous

ing

are

mos

tly h

andl

ed a

t the

faci

lity

leve

l and

eac

h fa

cilit

y ha

s its

ow

n el

igib

ility

re

quire

men

ts.

http

://w

ww

.pay

ingf

orse

nior

care

.com

/long

term

care

/res

ourc

es/h

ud_s

ectio

n_20

2.ht

ml

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

41

of 5

5

Prog

ram

Nam

e

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Sect

ion

202

Hou

sing

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

No

pref

eren

ces f

or se

lect

ing

appl

ican

ts fr

om it

s wai

ting

list.

For e

xam

ple,

PH

As m

ay g

ive

a pr

efer

ence

to a

fam

ily

who

is (1

) hom

eles

s or l

ivin

g in

subs

tand

ard

hous

ing,

(2) p

ayin

g m

ore

than

50%

of i

ts in

com

e fo

r ren

t, or

(3)

invo

lunt

arily

disp

lace

d. F

amili

es w

ho q

ualif

y fo

r any

such

loca

l pre

fere

nces

mov

e ah

ead

of o

ther

fam

ilies

on

the

list w

ho d

o no

t qua

lify

for a

ny p

refe

renc

e. E

ach

PHA

has t

he d

iscre

tion

to e

stab

lish

loca

l pre

fere

nces

to

refle

ct th

e ho

usin

g ne

eds a

nd p

riorit

ies o

f its

par

ticul

ar co

mm

unity

.

Unk

now

nTh

e m

inim

um a

ge fo

r gov

ernm

ent a

ssist

ed h

ousin

g Se

ctio

n 20

2 is

62 y

ears

old

.Th

ere

are

no d

isabi

lity

requ

irem

ents

for g

over

nmen

t ass

isted

hou

sing

Sect

ion

202

hous

ing.

Mar

ital s

tatu

s is t

ypic

ally

not

a re

quire

men

t for

gov

ernm

ent a

ssist

ed h

ousin

g Se

ctio

n 20

2, a

lthou

gh o

ver 9

0%,

of re

siden

ts a

re si

ngle

wom

en.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

42

of 5

5

Prog

ram

Nam

e

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Sect

ion

202

Hou

sing

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Fam

ilyTh

e PH

A m

ust r

eexa

min

e th

e fa

mily

's in

com

e an

d co

mpo

sitio

n at

leas

t ann

ually

U

nkno

wn

Fam

ilyU

nkno

wn

Unk

now

n

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

43

of 5

5

Prog

ram

Nam

e

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Sect

ion

202

Hou

sing

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

Unk

now

nYe

sDu

ring

the

appl

icat

ion

proc

ess,

the

PHA

will

colle

ct in

form

atio

n on

fam

ily in

com

e,

asse

ts, a

nd fa

mily

com

posit

ion.

The

PH

A w

ill v

erify

this

info

rmat

ion

with

oth

er lo

cal

agen

cies

, you

r em

ploy

er a

nd b

ank,

and

will

use

the

info

rmat

ion

to d

eter

min

e pr

ogra

m

elig

ibili

ty a

nd th

e am

ount

of t

he h

ousin

g as

sista

nce

paym

ent

Wai

t list

s are

usu

ally

at l

east

a y

ear.

Pref

eren

ces f

or a

dmiss

ion

incl

ude

thos

e cu

rren

tly p

ayin

g 50

% o

f the

ir in

com

e in

rent

; the

invo

lunt

arily

di

spla

ced;

and

thos

e liv

ing

in su

bsta

ndar

d ho

usin

g.

http

://w

ww

.sen

iorli

ving

.org

/life

styl

es/h

ud-s

enio

r-ho

usin

g-pr

ogra

ms/

Unk

now

nU

nkno

wn

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

44

of 5

5

Prog

ram

Nam

e

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Sect

ion

202

Hou

sing

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

Unk

now

nCA

The

hous

ing

choi

ce v

ouch

er p

rogr

am is

the

fede

ral g

over

nmen

t's m

ajor

pro

gram

for a

ssist

ing

very

lo

w-in

com

e fa

mili

es, t

he e

lder

ly, a

nd th

e di

sabl

ed to

affo

rd d

ecen

t, sa

fe, a

nd sa

nita

ry h

ousin

g in

th

e pr

ivat

e m

arke

t. Si

nce

hous

ing

assis

tanc

e is

prov

ided

on

beha

lf of

the

fam

ily o

r ind

ivid

ual,

part

icip

ants

are

abl

e to

find

thei

r ow

n ho

usin

g, in

clud

ing

singl

e-fa

mily

hom

es, t

ownh

ouse

s and

ap

artm

ents

.

http

://p

orta

l.hud

.gov

/hud

port

al/H

UD?

src=

/top

ics/

hous

ing_

choi

ce_v

ouch

er_p

rogr

am_s

ectio

n_8

$545

mill

ion

in S

ectio

n 20

2 gr

ants

nat

ionw

ide

to

97 g

rant

ees i

n 31

Sta

tes a

nd P

uert

o Ri

co.

http

://p

orta

l.hud

.gov

/hud

port

al/d

ocum

ents

/hud

doc

?id=

DOC_

4452

.pdf

Lo

ok u

nder

Cal

iforn

ia.

Unk

now

nTh

e Se

ctio

n 20

2 pr

ogra

m h

elps

exp

and

the

supp

ly o

f affo

rdab

le h

ousin

g w

ith su

ppor

tive

serv

ices

fo

r the

eld

erly

. It p

rovi

des v

ery

low

-inco

me

elde

rly w

ith o

ptio

ns th

at a

llow

them

to li

ve

inde

pend

ently

but

in a

n en

viro

nmen

t tha

t pro

vide

s sup

port

act

iviti

es su

ch a

s cle

anin

g, co

okin

g,

tran

spor

tatio

n, e

tc. T

he p

rogr

am is

sim

ilar t

o Su

ppor

tive

Hous

ing

for P

erso

ns w

ith D

isabi

litie

s.

HUD

prov

ides

inte

rest

-free

capi

tal a

dvan

ces t

o pr

ivat

e, n

onpr

ofit

spon

sors

to fi

nanc

e th

e de

velo

pmen

t of s

uppo

rtiv

e ho

usin

g fo

r the

eld

erly

. The

capi

tal a

dvan

ce d

oes n

ot h

ave

to b

e re

paid

as

long

as t

he p

roje

ct se

rves

ver

y lo

w-in

com

e el

derly

per

sons

for 4

0 ye

ars.

Type

s of B

enef

it Pa

yout

Sect

ion

202

hous

ing

bene

fits c

ome

in th

e fo

rm o

f ine

xpen

sive

mon

thly

rent

of h

omes

or

apar

tmen

ts in

gro

up re

siden

tial s

ettin

gs.

Rest

rictio

ns o

n Ho

w P

ayou

t Can

be

Use

dSe

nior

s do

not r

ecei

ve ca

sh b

enef

its fo

r ass

istan

ce, r

athe

r the

ir re

nts a

re re

duce

d, a

nd th

eref

ore

assis

ted

hous

ing

bene

fits c

an o

nly

be a

pplie

d to

war

ds h

ousin

g co

sts.

Bene

fits A

mou

nts &

Lim

itsSe

ctio

n 20

2 ho

usin

g at

tem

pts t

o re

duce

a se

nior

rent

al e

xpen

ses t

o le

ss th

an 5

0% o

f the

ir m

onth

ly

inco

me.

Tha

t sai

d, b

enef

it de

cisio

ns a

re m

ade

at th

e fa

cilit

y le

vel a

nd e

ach

one

diffe

rs.

Re

ntal

am

ount

is ca

lcul

ated

by

usin

g th

e gr

eate

st o

f:1.

30%

of m

onth

ly a

djus

ted

inco

me

2. 1

0% o

f mon

thly

inco

me

3. T

he w

elfa

re re

nt in

as-

paid

stat

es4.

Or t

he P

HA m

inim

um re

nt ($

25 o

r up

to $

50).

http

://p

orta

l.hud

.gov

/hud

port

al/H

UD?

src=

/pro

gram

_offi

ces/

hous

ing/

mfh

/pro

gdes

c/el

d202

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

45

of 5

5

Prog

ram

Nam

e

Sect

ion

8/H

ousi

ng

Choi

ce V

ouch

er

Prog

ram

Sect

ion

202

Hou

sing

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

If th

e PH

A de

term

ines

that

you

r fam

ily is

elig

ible

, the

PH

A w

ill p

ut y

our n

ame

on a

wai

ting

list,

unle

ss it

is a

ble

to a

ssist

you

imm

edia

tely

. Onc

e yo

ur n

ame

is re

ache

d on

the

wai

ting

list,

the

PHA

will

cont

act y

ou a

nd is

sue

to y

ou a

hou

sing

vouc

her.

Unk

now

nU

nkno

wn

Unk

now

nU

nkno

wn

The

Sect

ion

202

prog

ram

hel

ps e

xpan

d th

e su

pply

of a

fford

able

ho

usin

g w

ith su

ppor

tive

serv

ices

for t

he e

lder

ly. I

t pro

vide

s ver

y lo

w-in

com

e el

derly

with

opt

ions

that

allo

w th

em to

live

in

depe

nden

tly b

ut in

an

envi

ronm

ent t

hat p

rovi

des s

uppo

rt

activ

ities

such

as c

lean

ing,

coo

king

, tra

nspo

rtat

ion,

etc

. The

pr

ogra

m is

sim

ilar t

o Su

ppor

tive

Hous

ing

for P

erso

ns w

ith

Disa

bilit

ies

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

46

of 5

5

Prog

ram

Nam

eTy

pe (I

OU

N

ame/

Stat

e/F

ed)

Prog

ram

Fun

ding

Sou

rce

Prog

ram

Fun

ding

(If

tem

pora

ry, d

ate

of

expi

ry)

Inco

me

Elig

ibili

ty

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Paci

fic G

as &

Ele

ctric

(P

G&

E)

Sout

hern

Cal

iforn

ia

Ediso

n (S

CE)

San

Dieg

o Ga

s & E

lect

ric

(SDG

&E)

SoCa

l Gas

Fund

ed b

y no

n-pa

rtic

ipat

ing

rate

paye

rs a

s par

t of a

stat

utor

y 'p

ublic

pur

pose

pr

ogra

m su

rcha

rge'

that

app

ears

on

thei

r mon

thly

bill

s (1

Calif

orni

a Pu

blic

U

tiliti

es C

ode

Sect

ion

382.

All

refe

renc

es to

Cod

e he

rein

afte

r ref

er to

Ca

lifor

nia

Publ

ic U

tiliti

es C

ode.

) (De

cisio

n 12

0804

4 pa

ge 2

P 2

)

Fund

ing

for t

he C

ARE

prog

ram

cons

ist o

f th

e fo

llow

ing:

2012

-201

4 To

tal:

$3,7

99,9

16,0

75

2012

: $1,

243,

171,

041

2013

: $1,

270,

445,

759

2014

: $1,

286,

299,

275

(Dec

ision

120

8044

pag

e 6

"Ado

pted

Bu

dget

Sum

mar

y 20

12-2

014"

Tab

le)

Hous

ehol

d In

com

e w

ithin

200

% o

f the

Fed

eral

Pov

erty

Gui

delin

es (D

ecisi

on 1

2080

44 p

age

202

P2);

Non

prof

it Gr

oup

Livi

ng

Faci

litie

s mee

ting

Fede

ral P

over

ty G

uide

lines

(PG&

E); a

nd/o

r enr

ollm

ent i

n on

e of

the

follo

win

g pu

blic

ass

istan

ce

prog

ram

s (PG

&E)

:

-If U

nem

ploy

ed: h

ouse

hold

inco

me

calc

ulat

ed fr

om d

ate

of u

nem

ploy

men

t (So

Cal G

as)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

(PG

&E)

Ediso

n (S

CE)

(SDG

&E)

Fund

ed b

y no

n-pa

rtic

ipat

ing

rate

paye

rs a

s par

t of a

stat

utor

y 'p

ublic

pur

pose

pr

ogra

m su

rcha

rge'

that

app

ears

on

thei

r mon

thly

bill

s (1

Calif

orni

a Pu

blic

U

tiliti

es C

ode

Sect

ion

382.

All

refe

renc

es to

Cod

e he

rein

afte

r ref

er to

Ca

lifor

nia

Publ

ic U

tiliti

es C

ode.

) (De

cisio

n 12

0804

4 pa

ge 2

P 2

)

2012

-201

4 To

tal:

$1,1

04,7

77,3

43

2012

:$35

8,45

3,05

4

2013

:$36

8,70

3,76

3

2014

:$37

7,62

0,52

5

(Dec

ision

120

8044

pag

e 6

"Ado

pted

Bu

dget

Sum

mar

y 20

12-2

014"

Tab

le)

Hous

ehol

d In

com

e w

ithin

200

% o

f the

Fed

eral

Pov

erty

Gui

delin

es (D

ecisi

on 1

2080

44 p

age

202

P2) a

nd/o

r enr

ollm

ent i

n on

e of

the

follo

win

g pu

blic

ass

istan

ce p

rogr

ams (

SoCa

l Gas

):

-If U

nem

ploy

ed: H

ouse

hold

inco

me

calc

ulat

ed fr

om d

ate

of u

nem

ploy

men

t (So

Cal G

as)

CARE

and

ESA

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

47

of 5

5

Prog

ram

Nam

e

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

CARE

and

ESA

Inde

xed

to F

eder

al o

r Oth

er In

com

e Le

vels

?N

on-In

com

e Re

quire

men

ts?

(PG

&E)

Qua

lify

if al

read

y es

tabl

ished

elig

ibili

ty in

pub

lic a

ssist

ance

pro

gram

s (PG

&E)

; Se

lect

Non

prof

it Gr

oup

Livi

ng

Faci

litie

s (PG

&E)

(SoC

al G

as)

Qua

lify

if al

read

y es

tabl

ished

elig

ibili

ty in

pub

lic a

ssist

ance

pro

gram

s (So

Cal G

as)

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

48

of 5

5

Prog

ram

Nam

e

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

CARE

and

ESA

Who

is E

ligib

le?

Indi

vidu

al, F

amily

, Hou

seho

ld?

Whe

n is

pro

gram

elig

ibili

ty re

visi

ted

or u

pdat

ed?

(Pro

gram

Lev

el)

If Fa

mily

or H

ouse

hold

, Cap

on

Num

bers

?

Elig

ibili

ty fo

r the

pro

gram

follo

ws t

he b

elow

item

s:Th

e IO

U's

are

dire

cted

to re

view

and

subm

it by

Tie

r 2 a

dvic

e le

tter

, a li

st o

r pro

pose

d ca

tego

rical

elig

ibili

ty lo

w

inco

me

prog

ram

s with

inco

me

thre

shol

ds co

nsist

ent w

ith C

ARE

and

ESA

prog

ram

s ann

ually

by

Janu

ary

31st

. The

En

ergy

Div

ision

will

issu

e an

ann

ual l

ette

r app

rovi

ng C

ARE

inco

me

guid

elin

es o

n Ap

ril 1

st e

ach

year

. (De

cisio

n 12

0804

4 pa

ge 1

5 P

3)

No

Cap

on M

embe

rs:

HH

Size

/Inc

ome

Elig

ibili

ty:

1/$2

2,34

02/

$30,

260

3/$3

8,18

04/

$46,

100

5/$5

4,02

06/

$61,

940

7/$6

9,86

08/

$77,

780

For e

ach

addi

tiona

l per

son,

add

$7,

920

(PG&

E)(Ju

ne 1

, 201

2 th

roug

h M

ay 3

1, 2

013)

Hous

ehol

d (A

s def

ined

by

Gene

ral O

rder

153

) Th

e IO

U's

are

dire

cted

to re

view

and

subm

it by

Tie

r 2 a

dvic

e le

tter

, a li

st o

r pro

pose

d ca

tego

rical

elig

ibili

ty lo

w

inco

me

prog

ram

s with

inco

me

thre

shol

ds co

nsist

ent w

ith C

ARE

and

ESA

prog

ram

s ann

ually

by

Janu

ary

31st

. The

En

ergy

Div

ision

will

issu

e an

ann

ual l

ette

r app

rovi

ng C

ARE

inco

me

guid

elin

es o

n Ap

ril 1

st e

ach

year

. (De

cisio

n 12

0804

4 pa

ge 1

5 P

3)

No

Cap

on M

embe

rs:

HH

Size

/Inc

ome

Elig

ibili

ty:

1/$2

2,34

02/

$30,

260

3/$3

8,18

04/

$46,

100

5/$5

4,02

06/

$61,

940

7/$6

9,86

08/

$77,

780

For e

ach

addi

tiona

l per

son,

add

$7,

920

(June

1, 2

012

thro

ugh

May

31,

201

3)(P

G&

E)

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

49

of 5

5

Prog

ram

Nam

e

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

CARE

and

ESA

Freq

uenc

y of

Enr

ollm

ent?

Is E

ligib

ility

Con

firm

ed?

Met

hod

and

Freq

uenc

y of

Elig

ibili

ty C

onfir

mat

ion

Rece

rtify

elig

ibili

ty e

very

2 y

ears

; fou

r yea

rs if

fixe

d in

com

e(De

cisio

n 12

0804

4 pa

ge 2

01 P

3)

You

may

be

sele

cted

for v

erifi

catio

n af

ter y

our e

nrol

lmen

t/re

cert

ifica

tion

in th

e CA

RE p

rogr

am-P

GE.

Elig

ibili

ty is

also

conf

irmed

thro

ugh:

rang

ing

from

as l

ow a

s 1.6

3% fo

r SCE

to 1

0.55

% fo

r PG&

E (D

ecisi

on 1

2080

44 p

age

203

P 2)

and

of t

hose

revi

ewed

, a si

gnifi

cant

% (3

8.62

% fo

r SCE

to 6

0.94

% fo

r PG

&E)

are

de-

enro

lled

(Dec

ision

120

8044

pag

e 20

3 P

2)

Met

hod:

thos

e se

lect

ed m

ust s

ubm

it in

com

e ve

rific

atio

n do

cum

enta

tion

and/

or a

war

d le

tter

s of p

artic

ipat

ion

in se

lect

pub

lic a

ssist

ance

pro

gram

s-PG

E . I

n lie

u of

pro

vidi

ng

inco

me

docu

men

tatio

n, C

ARE

cust

omer

s who

hav

e be

en in

com

e ve

rifie

d by

a

qual

ifyin

g ca

tego

rical

elig

ible

low

inco

me

prog

ram

may

subm

it pr

oof o

f enr

ollm

ent i

n an

app

rove

d ca

tego

rical

elig

ibili

ty p

rogr

am (D

ecisi

on 1

2080

44 p

age

216

P 3)

One

tim

e on

lyYe

s, up

on a

pplic

atio

n (P

G&E)

To co

nfirm

elig

ibili

ty p

artic

ipan

ts n

eed

to p

rovi

de 1

) pro

of o

f inc

ome

requ

ired

upon

ap

plic

atio

n (P

G&E)

and

2) v

erifi

catio

n ite

ms i

nclu

de ch

eck

stub

s, so

cial

secu

rity,

ban

k st

atem

ents

, or o

ther

le

gal p

roof

of i

ncom

e (P

G&E)

.

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

50

of 5

5

Prog

ram

Nam

e

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

CARE

and

ESA

Num

ber o

f Tot

al P

artie

s in

Calif

orni

a En

rolle

d in

Pro

gram

Prog

ram

Geo

grap

hic

Boun

dary

Prog

ram

Ben

efit/

Ove

rvie

w a

nd U

RL

Enro

lled

as o

f Dec

embe

r 201

1:PG

&E:

1,5

32,6

92SC

E: 1

,437

,537

SoCa

l Gas

: 1,7

16,4

95SD

G&E:

308

,596

(Dec

ision

120

8044

pag

e 22

Tab

le: '

CARE

En

rollm

ents

and

Pen

etra

tion

Rate

')

Pene

trat

ion

Rate

sPG

&E:

90.

2%SC

E: 9

9%So

Cal G

as: 9

2.9%

SDG&

E: 8

5.1%

(Dec

ision

120

8044

pag

e 22

Tab

le: '

CARE

En

rollm

ents

and

Pen

etra

tion

Rate

')

Serv

ice

Terr

itorie

s:PG

&E,

SCE

, SoC

al G

as, a

ndSD

G&E

Elig

ible

Cus

tom

ers o

f Dec

embe

r 201

1:PG

&E

Elig

ible

: 1,6

99,6

60SC

E El

igib

le: 1

,451

,325

SoCa

l Gas

Elig

ible

: 1,8

47,2

96SD

G&E

Elig

ible

: 362

,551

(Dec

ision

120

8044

pag

e 22

Tab

le: '

CARE

Enr

ollm

ents

an

d Pe

netr

atio

n Ra

te')

Low

-inco

me

cust

omer

s tha

t are

enr

olle

d in

the

CARE

pro

gram

rece

ive

a 20

per

cent

disc

ount

on

thei

r ele

ctric

and

nat

ural

gas

bill

s (De

cisio

n 12

0804

4 pa

ge 2

2 P

2)

Web

:

http

://w

ww

.pge

.com

/en/

myh

ome/

cust

omer

serv

ice/

finan

cial

assis

tanc

e/ca

re/in

dex.

page

2008

-201

1: 1

,050

,934

2012

-201

4:Pr

ojec

ted:

984

,604

-201

2: 3

42,3

06-2

013:

322

,249

-201

4: 3

20,0

49(D

ecisi

on 1

2080

44 p

age

30-3

1 Ta

ble:

'IO

U F

igur

es

for P

Y 20

09-2

011

Hom

es T

reat

ed v

. PY

2012

-201

4 Ho

mes

Pro

ject

ed fo

r Tre

atm

ent')

Serv

ice

terr

itorie

s inc

lude

PG&

E, S

CE, S

DG&

E, a

nd

SoCa

l Gas

In

stal

l no-

cost

hom

e w

eath

eriza

tion

serv

ices

and

ene

rgy

effic

ienc

y m

easu

res t

o he

lp co

nser

ve

ener

gy, r

educ

e en

ergy

cos

ts, a

nd im

prov

e he

alth

/com

fort

/saf

ety.

(Dec

ision

120

8044

pag

e 19

P 2

)

Web

:

http

://w

ww

.pge

.com

/myh

ome/

cust

omer

serv

ice/

finan

cial

assi

stan

ce/e

nerg

ysav

ings

assi

stan

cepr

ogra

m/

Atta

chm

ent C

Mat

rix -

Fede

ral,

Stat

e, C

ARE

and

ESA

Prog

ram

Des

crip

tions

Page

51

of 5

5

Prog

ram

Nam

e

Calif

orni

a Al

tern

ate

Rate

s for

Ene

rgy

(CAR

E)

Ener

gy S

avin

gs

Assi

stan

ce (E

SA)

CARE

and

ESA

Does

par

ty re

ceiv

e do

cum

enta

tion

indi

catin

g el

igib

ility

?El

igib

ility

Exe

mpt

ions

Gui

ding

Prin

cipl

es

Una

vaila

ble

CARE

ele

ctric

cus

tom

ers w

ith e

lect

ric u

sage

abo

ve 6

00%

of b

asel

ine

in a

ny m

onth

ly b

illin

g cy

cle

will

ha

ve 9

0 da

ys to

dro

p us

age

subs

tant

ially

or b

e de

-enr

olle

d an

d ba

rred

from

the

prog

ram

for 2

4

Savi

ngs A

ssist

ance

Pro

gram

with

in 4

5 da

ys o

f not

ice

(Dec

ision

120

8044

pag

e 21

9-22

0).

CARE

cus

tom

ers w

ith u

sage

at 4

00%

-600

% o

f bas

elin

e in

any

mon

th m

ust u

nder

go P

ost E

nrol

lmen

t

D.08

-11-

031:

90%

CAR

E pe

netr

atio

n ta

rget

Una

vaila

ble

Una

vaila

ble

Stra

tegi

c Pla

n vi

sion

that

by

2020

, 100

per

cent

of e

ligib

le a

nd

will

ing

cust

omer

s will

hav

e re

ceiv

ed a

ll co

st-e

ffect

ive

low

inco

me

ener

gy e

ffici

ency

(ESA

) mea

sure

s. (D

ecisi

on 1

2080

44 p

age

179

P 3)

County Program Alignment with CARE/ESA

Page 52 of 55

Program Name/ County

Aligns with IOU's CARE/ESA?

Eligibility Requirements Program URL

***Note: CMSP refers to County Medical Service Programs http://www.cmspcounties.org/. ***

***Note: Individuals are eligible for participation in CMSP with less than or equal to 200% FPG net non-exempt income; eligibility guidelines are available at http://www.cmspcounties.org/pdf_files/forms/CMSPInfoNotice02-1005.pdf

Alpine Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.alpinecountyca.gov/health_and_human_services/public_health_services

Amador Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.amador.ca.us/index.aspx?page=200

Butte Misaligned - based on individual unit of measurement

County Medical Services Program CMSP

Be at least 21 years of age but less than 65 years and not eligible for the Medi-Cal program

Meet the citizenship or immigration status requirements

Provide all required documentation within the required time frames

Apply for and accept unconditionally available income

Provide Social Security Number

Meet the countable property limits for the program and any transfer / utilization of property requirements

Not be an inmate in public or private institutions

Utilize other available health care coverage

Depending on the situation, CMSP benefits may be at no cost or may require the recipient to make a share of cost contribution

http://buttecounty.net/Employment%20and%20Social%20Services/Medical%20Services/CMSP.aspx

Calaveras Misaligned Unknown http://calaverasgov.us/Colusa Misaligned Unknown http://www.countyofcolusa.org/index.aspx

http://www.countyofcolusa.org/index.aspx?nid=99

Contra Costa Aligns broadly on unit of measure and income cap.

There are two components of the LIHP program: the Medi-Cal Coverage Expansion program (MCE) for adults whose household gross income is at or below 133% of the Federal Poverty Level, and the Health Care Coverage Initiative program (HCCI) for adults whose household gross income is between 134-200% of the Federal Poverty Level.

While the MCE program administered by Contra Costa aligns broadly with CARE/ESA eligibility requirements, additional health programs offered by Contra Costa, such as its Basic health program, do not align (300% FPG). The Low Income Health Program (LIHP) is a health coverage program for uninsured residents of Contra Costa County. Eligible patients must be between 19 to 64 years of age, and be a United States citizen or legal permanent resident who has resided in the U.S. continuously for 5 or more years.

http://cchealth.org/insurance/lihp.php

Alameda Aligns broadly on unit of measure and income cap, not a perfect match on income inclusions and exclusions.

The HealthPAC program in Alameda County provides coverage to individuals whose household income does not exceed 200% FPG (student loans, grants, and scholarships are not counted towards total income). Cannot be enrolled in or eligible for Medi-Cal. To be eligible for HealthPAC MCE, household income eligibility is 0-133% FPG and HealthPAC Health Care Coverage Initiative program (HCCI) eligibility is household gross income between 134 and 200% FPG. Designed for adults 19 to 64 years of age.

http://www.dhcs.ca.gov/provgovpart/Documents/LIHP/Deliv/Alameda/18.2HPACPlan.pdf

County Program Alignment with CARE/ESA

Page 53 of 55

Program Name/ County

Aligns with IOU's CARE/ESA?

Eligibility Requirements Program URL

Del Norte Misaligned - based on individual unit of measure.

The County Medical Services Program (CMSP) is a medical coverage program subscribed to by many rural California counties. Individuals ages 21-64 who have incomes at or below 200% federal poverty level and who are not eligible for Medi-Cal benefits could be eligible for CMSP benefits. The purpose of CMSP is to provide essential health care services to indigent adults.

Some recipients of CMSP may have to pay a monthly share of cost before CMSP benefits become effective. The share of cost is determined based upon the recipient's monthly income. A client with a share of cost will be certified for CMSP for 3 months, a client with no share of cost will be certified for 6 months.

Reapplication is required at the end of certification period.

http://www.co.del-norte.ca.us/index.php?option=com_content&view=article&id=238:county-medical-services-program-cmsp&catid=91:misc&Itemid=119

El Dorado Misaligned - based on individual unit of measurement

CMSP/Path2Health http://co.el-dorado.ca.us/Government/HumanServices/Health_Care_Services/CMSP.aspx

Fresno Misaligned Links to State Healthy Families Program http://www.co.fresno.ca.us/departmentpage.aspx?ID=6160

Glenn Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.countyofglenn.net/govt/departments/public_health/services.aspx

Humboldt Misaligned - based on individual unit of measurement

CMSP/Path2Health

Path2Health eligibility is limited to County residents with net non-exempt income at or below 100% of the Federal Poverty Level. There is no asset or property test for Path2Health.

CMSP eligibility is limited to County residents with net non-exempt income at or below 200% of the Federal Poverty Level. CMSP eligibility is also limited to single people with $2000 or less in countable property or co+C11uples with $3000 or less in countable property.

http://co.humboldt.ca.us/hhs/ssb/countymedicalservicesprogram.asp

Imperial Part of CE already Healthy Families Program-state run http://www.icphd.org/sub.php?menu_id=56Inyo Misaligned - based on individual

unit of measurementCMSP/Path2Health http://www.inyocounty.us/publichealth/individualandf

amily/index.php#1

Kern Misaligned Unknown http://www.kernpublichealth.com/Kings Misaligned - based on individual

unit of measurementCMSP/Path2Health http://countyofkings.com/Health/index.html

Lake Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.lakecounty.com/site6.aspx

Lassen Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.lassencounty.org/govt/dept/soc_services/default.asp

Los Angeles Misaligned - based on individual unit of measurement

Healthy Way LA (HWLA)

Eligibility for HWLA is avialable to county residence between the age of 19 o 64 years of age, and having legal U.S. residence for 5+ years. Income requirements for these individuals must be at or below 133% of FPL.

http://www.ladhs.org/wps/portal/HWLA

http://dhs.lacounty.gov/wps/PA_1_QDN2DSD30OTBC0IU3AR62I1000/DhsSites/HWLA/pdf/Enrollment%20Info%20Sheet%20english.pdf

Madera Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.madera-county.com/index.php/dph-home/186-welcome-to-the-department-of-public-health

Marin Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.marin.ca.us/depts/HH/main/campus/pdfs/AssistProgBroch0710.pdf

Marisposa Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.mariposacounty.org/FAQ.aspx?QID=213

Mendocino Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.mendocino.ca.us/hhsa/chs/efas.htm

County Program Alignment with CARE/ESA

Page 54 of 55

Program Name/ County

Aligns with IOU's CARE/ESA?

Eligibility Requirements Program URL

Merced Misaligned - based on income First Steps Program is a home visiting program providing health and social services to families with children from before birth through age five. There appears to be no income eligibility requirements, however, to be eligibile you must be: A pregnant woman or woman who has children up through age five with:

A health problem or high risk pregnancyPregnancy as a teen 18 years of age or youngerSubstance abuse problemsDepression or other mental problemsDomestic violence problemsDevelopmental disabilities

http://ca-mercedcounty.civicplus.com/index.aspx?NID=618

Modoc Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.modoc.ca.us/departments/health-services

Mono Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.monocounty.ca.gov/social-services/page/about-social-services

Monterey Misaligned Unknown http://www.mtyhd.org/index.php?searchword=low+income+medical+programs&ordering=newest&searchphrase=all&Itemid=899&option=com_search

Napa Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.countyofnapa.org/pages/departmentcontent.aspx?id=4294977519

Nevada Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.mynevadacounty.com/search/pages/Results.aspx?k=county%20medical%20services%20program

Orange Not applicable Provides links to numerous federal. State, and local programs, although there is not one comprehensive County health program.

http://ocgov.com/

Placer Misaligned - based on individual unit of measurement

Medical Care Services Program http://www.placer.ca.gov/Departments/hhs/public_assistance/MCSP.aspx

Plumas Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.countyofplumas.com/index.aspx?NID=241

Riverside Misaligned - based on individual income and in some cases, income cap (cap varies depending on services sought)

Ryan White Program

Client must be a resident of the San Bernardino or Riverside County (TGA) for at least 30 days to receive Primary Medical, Pharmacy Assistance, and Case Management services or 90 days to receive all other services and be able to show proof of TGA residency while meeting specified requirements. Financial eligibility is based on specified services (for example, outpatient services income eligibility requirement exceeds 200% FPG individual earned income).

http://www.riversidecounty.org/

http://www.sbcounty.gov/pubhlth/programs_services/ryan_white/ryan_white_clients_eligibility.htm

Sacramento Misaligned Links to various federal, State, and local programs, including Med-Cal, LIHP, and CalFresh, among others.

http://www.dhaweb.saccounty.net/

San Benito Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.sanbenitoco.org/programs/ccs/ccs_healthyfamilies.html

San Bernardino Misaligned - based on individual unit of measurement

Ryan White Program http://www.co.san-bernardino.ca.us/pubhlth/programs_services/ryan_white/ryan_white_clients_eligibility.htm

San Diego Misaligned - based on individual unit of measurement

County Medical Services/LIHP http://www.sdcounty.ca.gov/hhsa/programs/ssp/county_medical_services/index.html#CMS_Minimum_Eligibility_Criteria

San Francisco Misaligned - based on family income

Healthy San Francisco; 500% FPG http://www.healthysanfrancisco.org/

http://www.healthysanfrancisco.org/visitors/Participant_Costs.aspx

San Joaquin Misaligned - based on individual unit of measurement

LIHP http://www.sjgeneralhospital.com/ServicesPrograms/Medical-Assistance-Program.htm

San Luis Obispo Misaligned Links to State/federal programs-only found http://www.slocounty.ca.gov/health/publichealth/famhealth.htm

San Mateo Misaligned Links to State/federal programs-only found http://sanmateo.networkofcare.org/mh/services/agency.aspx?pid=HealthPlanofSanMateo_69_2_0

County Program Alignment with CARE/ESA

Page 55 of 55

Program Name/ County

Aligns with IOU's CARE/ESA?

Eligibility Requirements Program URL

Santa Barbara Misaligned Links to State/federal programs-only found http://www.countyofsb.org/social_services/default_rt.aspx?id=15072&id2=15496

Santa Clara Misaligned - based on individual unit of measurement

Maternal, Child, Adolescent Health http://www.sccgov.org/sites/sccphd/en-us/Residents/OtherChild/Pages/MCAH.aspx

Santa Cruz Misaligned Links to State/federal programs-only found http://www.santacruzhumanservices.org/Shasta Misaligned - based on individual

unit of measurementCMSP/Path2Health http://www.co.shasta.ca.us/index/hhsa_index/Health_

Coverage/County_insur_CMSP.aspx

Sierra Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.sierracounty.ws/index.php?module=pagemaster&PAGE_user_op=view_page&PAGE_id=15&MMN_position=36:28

Siskiyou Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.siskiyou.ca.us/HS/programs.aspx

Solano Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.solano.ca.us/depts/hss/ees/medical/default.asp

Sonoma Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.sonoma-county.org/human/eco_assistance.htm

Stanislaus Misaligned Links to State/federal programs-only found http://www.stanworks.com/content.php?nav=adult-services/adult-services-contents.htm

Sutter Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.suttercounty.org/doc/government/depts/hs/wss/hs_welfare_social_services

Tehama Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.tehamacohealthservices.net/default.htm

Trinity Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.trinitycounty.org/Departments/HHS/hhsinfo.htm#county

Tulare Misaligned Links to State/federal programs-only found. Accept Medi-Cal, Medicare, and Healthy Families and those without insurance.

http://www.tularehhsa.org/index.cfm/public-health/health-care-services/welcome-to-family-pact/

Tuolumne Misaligned - based on individual unit of measurement

CMSP/Path2Health http://portal.co.tuolumne.ca.us/psp/ps/TUP_DEPT_SO

GBL?action=U&CONTENT_PNM=EMPLOYEE&CATGID=2151&FolderPath=PORTAL_ROOT_OBJECT.TUP_DSS_PUBLIC_ASSISTANCE_FLDR.ADMN_TUOCM_MENUREF_2151&IsFolder=false&IgnoreParamTempl=FolderPath%2cIsFolder

Ventura Misaligned - based on individual unit of measurement

ACE-Health Access for Adults and funding based on grants.

http://www.vchca.org/t/health-care-for-the-uninsured/ace-program-for-adults

Yolo Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.yolocounty.org/Index.aspx?page=67

Yuba Misaligned - based on individual unit of measurement

CMSP/Path2Health http://www.co.yuba.ca.us/departments/HHSD/Eligibility/medicalservices.aspx