BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 1094
          Author:   Brown (D), et al.
          Amended:  5/24/13 in Assembly
          Vote:     21

           
           SENATE HUMAN SERVICES COMMITTEE  :  6-0, 6/25/13
          AYES:  Yee, Berryhill, Emmerson, Evans, Liu, Wright

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 8/30/13
          AYES:  De Le�n, Walters, Gaines, Hill, Lara, Padilla, Steinberg

           ASSEMBLY FLOOR  :  77-0, 5/30/13 - See last page for vote


           SUBJECT  :    CalWORKs:  eligibility

           SOURCE  :     Coalition of California Welfare Rights Organizations
                      Western Center on Law and Poverty


           DIGEST  :    This bill expands the definition of disability-based  
          unearned income to include veterans disability compensation for  
          purposes of the income disregard under the California Work  
          Opportunity and Responsibility to Kids (CalWORKs) program.

           ANALYSIS  :    

          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  
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             the program under its own state plan. 

          2. Provides in California statute for the allocation of funds  
             for cash assistance and other social services for low-income  
             families through the CalWORKs program.  Under this program,  
             each county provides assistance through a combination of  
             state, county funds and federal TANF funds. 

          3. Establishes the maximum monthly aid benefits provided under  
             CalWORKs. 

          4. Defines "disability-based unearned income" as state  
             disability insurance benefits, private disability insurance  
             benefits, temporary workers' compensation benefits, and  
             social security disability benefits.

          5. Establishes a method to calculate an income disregard  
             pertaining to disability-based unearned income, as specified.

          This bill:

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

          2. Requires the 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.

           Background
           
           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  

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          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 nearly two million veterans, or about 8% of the  
          national veterans population of 22.3 million.   

          The United States 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.  

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    

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          Local:  Yes

          According to the Senate Appropriations Committee, unknown,  
          potential increase in annual CalWORKs grant costs in the range  
          of $500,000 to $1.2 million (General Fund).  It is unknown how  
          many existing CalWORKs families include a veteran receiving  
          disability compensation though it is known that 0.2% of CalWORKs  
          households report unearned income.  Based on the average  
          disability compensation benefit of $1,270 and the maximum income  
          disregard of $225, this estimate reflects the assumption that  
          10% to 25% of CalWORKs cases reporting unearned income represent  
          veterans receiving disability compensation.

           SUPPORT  :   (Verified  8/30/13)

          Coalition of California Welfare Rights Organizations (co-source)
          Western Center on Law and Poverty (co-source)
          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

           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          existing 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's office argues, veteran benefits need to be treated in  
          the same way disability benefits are.


          ASSEMBLY FLOOR  :  77-0, 5/30/13
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Bigelow, Bloom,  
            Blumenfield, Bocanegra, Bonilla, Bonta, Bradford, Brown,  
            Buchanan, Ian Calderon, Campos, Chau, Ch�vez, Chesbro, Conway,  
            Cooley, Dahle, Daly, Dickinson, Donnelly, Eggman, Fong, Fox,  
            Frazier, Beth Gaines, Garcia, Gatto, Gomez, Gonzalez, Gordon,  
            Gorell, Gray, Grove, Hagman, Hall, Harkey, Roger Hern�ndez,  
            Jones, Jones-Sawyer, Levine, Linder, Logue, Lowenthal,  

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            Maienschein, Mansoor, Medina, Melendez, Mitchell, Morrell,  
            Mullin, Muratsuchi, Nazarian, Nestande, Olsen, Pan, Perea, V.  
            Manuel P�rez, Quirk, Quirk-Silva, Rendon, Salas, Skinner,  
            Stone, Ting, Wagner, Waldron, Weber, Wieckowski, Wilk,  
            Williams, Yamada, John A. P�rez
          NO VOTE RECORDED:  Holden, Patterson, Vacancy


          JL:d  8/30/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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