BILL ANALYSIS                                                                                                                                                                                                    �






                                  SENATE HUMAN
                               SERVICES COMMITTEE
                          Senator Leland Y. Yee, Chair


          BILL NO:       AB 1094                                      
          A
          AUTHOR:        Brown                                        
          B
          VERSION:       May 24, 2013
          HEARING DATE:  June 25, 2013                                
          1
          FISCAL:        Yes                                          
          0
                                                                      
          9
          CONSULTANT:    Tepring Piquado                              
          4

                                        
                                         
                                    SUBJECT
                                         
                             CalWORKs: eligibility

                                     SUMMARY  

          Expands the definition of disability-based unearned income  
          to include veteran's disability compensation for purposes  
          of the income disregard under CalWORKs.

                                     ABSTRACT  

           Existing law:

              1)   Establishes the Temporary Assistance for Needy  
               Families (TANF) program as a block-grant program to  
               support needy children and families, and permits each  
               state to implement the program under its own state  
               plan. (42 USC � 601 et seq.)

             1)   Provides in California statute for the allocation  
               of funds for cash assistance and other social services  
               for low-income families through the California Work  
               Opportunity and Responsibility to Kids (CalWORKs)  
               program. Under this program, each county provides  
                                                         Continued---



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               assistance through a combination of state, county  
               funds and federal TANF funds. (WIC � 10530)

             2)   Establishes the maximum monthly aid benefits  
               provided under CalWORKs. (WIC � 11450)

             3)   Defines "Disability-based unearned income" as state  
               disability insurance benefits, private disability  
               insurance benefits, temporary workers' compensation  
               benefits, and social security disability benefits.  
               (WIC � 11451.5 (b) (2))

             4)   Establishes a method to calculate an income  
               disregard pertaining to disability-based unearned  
               income, as specified. (WIC � 11451.5)


           This bill:
           
             1)   Expands the definition of disability-based unearned  
               income to include any veteran's disability  
               compensation. 

             2)   Requires the State Department of Social Services  
               (DSS) to implement the changes by means of an  
               all-county letter or similar instruction without  
               taking regulatory action, on or before July 1, 2014.

                                  FISCAL IMPACT  

          An Assembly Appropriations Committee analysis indicates  
          that DSS is unable to determine how many cases would be  
          affected by this change, or the average increase in the  
          CalWORKs grant.  Given the average disability compensation  
          for veterans is $947 per month; it is likely that only  
          veterans in families of four or more would be able to  
          benefit from this disregard. If, for example, 500 veterans  
          and their families receive an increase in CalWORKs of $100  
          per month due to this disregard, it would cost  
          approximately $600,000 per year (Temporary Assistance for  
          Needy Families /Maintenance of Effort).

                            BACKGROUND AND DISCUSSION  

           Purpose of the bill




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           According to the author, current law establishes a $225  
          disability-based unearned income disregarded when computing  
          the individual's CalWORKs benefits.  Unfortunately,  
          veterans' disability compensation is not among the  
          categories of unearned income that is currently eligible  
          for the $225 disregard. In order to fix this discrepancy,  
          the author argues, veteran benefits need to be treated in  
          the same way disability benefits are.  

           California Work Opportunity and Responsibility to Kids  
          (CalWORKs)

           The CalWORKs program is supervised by DSS and administered  
          by the counties, which determine eligibility. CalWORKs  
          provides cash assistance to nearly 600,000 needy families,  
          including approximately 1.2 million children. 

           Income disregard

           Certain types of unearned income which are provided to  
          disabled persons are calculated separately from other  
          unearned income. Income in this category gets a special  
          disregard in the recipient income test and the grant  
          computation. This has the effect of increasing a  
          recipient's grant. The current disability disregard allows  
          families receiving CalWORKs benefits to maintain some or  
          all of their disability payment, as well as a small amount  
          of their earned income, in addition to their CalWORKs  
          grant. However, not all types of "disability-based"  
          unearned income are included in this category. 

          Current statute does not include veteran's disability  
          compensation within the CalWORKs definition of  
          disability-based unearned income for purposes of  
          calculating grants. Therefore, poor disabled veterans with  
          families are not able to maintain the same amount of  
          monthly income, before the monthly grant is calculated, as  
          a CalWORKs recipient who receives disability benefits that  
          are unrelated to military service.  

           Veterans in California

           According to September 2012 estimates from the California  
          Department of Veterans Affairs, California is home to  




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          nearly 2 million veterans, or about 8 percent of the  
          national veterans population of 22.3 million.   

          The US Department of Veterans Affairs reports that as of  
          the end of November 2010, 251,937 veterans were receiving  
          monthly disability compensation benefits in California. It  
          is unknown how many veterans are also recipients of  
          CalWORKs.

           Veterans' Disability Compensation
           
          Veteran Disability Compensation is a tax-free monetary  
          benefit paid to veterans who have disabilities that are the  
          result of a disease or injury incurred or aggravated during  
          active military service. Compensation also may be paid for  
          post-service disabilities that are considered related or  
          secondary to disabilities occurring in service and for  
          disabilities presumed to be related to circumstances of  
          military service, even though they may arise after service.  
          Generally, the degrees of disability specified are also  
          designed to compensate for considerable loss of working  
          time from exacerbations or illnesses.

          Compensation rates are not income-based - they are  
          determined by the level of impairment as set forth in  
          accordance with the Schedule for Rating Disabilities (38  
          CFR, Part 4). There are eleven possible levels of  
          disability assignable for any condition, from 0% to 100%,  
          in 10% increments. The Veterans Administration provides  
          compensation to Veterans who are at least 10% disabled  
          because of injuries or diseases that occurred or were  
          aggravated during active military service.  
           

                                  PRIOR VOTES  

          Assembly Floor:          77 - 0
          Assembly Appropriations: 17 - 0
          Assembly Human Services:     7 - 0 


                                    POSITIONS  

          Support:       Western Center on Law and Poverty (sponsor)
                         Coalition of California Welfare Rights  




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          Organizations (sponsor)
                         Asian Law Alliance
                         California Association of Food Banks
                         California Catholic Conference
                         California Communities United Institute
                         Cuesta College CalWORKs
                         Disability Rights California
                         National Association of Social Workers
                         St. Anthony Foundation

          Oppose:   None on file.

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