BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AJR 6
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          ASSEMBLY THIRD READING
          AJR 6 (Beall)
          As Introduced  February 18, 2009
          Majority vote 

           AGING               6-0                                         
           
           -------------------------------- 
          |Ayes:|Bonnie Lowenthal, Hagman, |
          |     |Nestande, V. Manuel       |
          |     |Perez, Torres, Yamada     |
          |     |                          |
           -------------------------------- 
           SUMMARY  :   Memorializes the President and Congress to ensure the  
          economic security for all elders.  Specifically,  this bill  :  

          1)Makes numerous findings and declarations related to poverty  
            and older adults, including:

             a)   The United States (U.S.) Department of Health and Human  
               Services uses the Federal Poverty Guidelines (FPG) as a  
               benchmark to determine eligibility for public assistance  
               programs.  In 2008, the FPG were $10,400 for a one-person  
               household and $14,000 for a two-person household.  In 2007,  
               the official poverty rate for the total U.S. population was  
               12.5%;

             b)   The FPG are an inadequate and antiquated measurement  
               tool that uses a nearly 50-year-old methodology.  The  
               methodology is based solely on one expense, food, and  
               inaccurately assumes that households today still spend  
               one-third of their income on food when in fact the U.S.  
               Department of Agriculture reports that the number is  
               actually 10% of household income;

             c)   Despite the significant shortcomings in the underlying  
               data and methodology, the FPG continue to be used to  
               determine eligibility for 82 different state and federal  
               programs, and are used by state and federal policymakers as  
               a benchmark to determine funding allocations to local  
               communities and to justify cuts to public benefits; and,

             d)   A recent study conducted by the University of  
               California, Los Angeles (UCLA) in collaboration with the  








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               Insight Center for Community Economic Development found  
               that 47% (1.76 million) of California's older adults do not  
               have enough income to adequately cover their most basic  
               needs, including food, shelter, medicine, and  
               transportation.  

          2)States that a more sophisticated and updated calculation of  
            poverty would provide a more accurate picture of the true  
            economic needs of elders and their families and that the Elder  
            Economic Security Standard Index (Elder Index) provides such a  
            measure.

          3)Specifies that the Elder Index serves as the guiding tool for  
            broad-based planning, evaluation, research, advocacy, and  
            outreach at the national, state, and local levels, and that a  
            more accurate calculation of the poverty rate among elders  
            will result in a more targeted distribution of federal funding  
            to states to support elders, more effective programs, and  
            strategic planning.

          4)Memorializes the President and Congress to help ensure  
            economic security for all elders and that they do all of the  
            following:

             a)   Ensure that federal policies and programs enable all  
               elders and their families to meet their basic needs;

             b)   Use the nationally recognized Elder Index to modernize  
               all federal poverty measures and guidelines impacting  
               elders, and by doing so, develop a more accurate measure of  
               economic need among elders in the U.S.;

             c)   Use the Elder Index to recalculate the number and  
               demographic profile of elders whose basic needs are not  
               being met; and,

             d)   Use the Elder Index to evaluate the impact of public  
               supports and any current or new federal initiatives to help  
               elders age in place. 

           FISCAL EFFECT  :   None

          COMMENTS  :   California currently has more than four million  
          people over the age of 65, and the number is expected to exceed  








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          6.5 million by 2020.  Recent research from UCLA has shown that  
          495,000 older Californians living alone in 2007 could not make  
          ends meet - lacking sufficient income to pay for even a minimum  
          level of housing, food, health care, transportation and other  
          basic expenses.  

          Proponents argue that policymakers struggle to create effective  
          policies to promote economic security and eradicate poverty  
          because they do not have an accurate picture of what it really  
          takes to make ends meet in today's economy.  Policymakers  
          typically measure poverty and determine benefits eligibility by  
          using the Federal Poverty Line (FPL), a 1963 measure based  
          solely on the cost of a bare-bones food diet.  Although the FPL  
          is updated annually using the Consumer Price Index, the 2008 FPL  
          is the same dollar amount ($10,400 for an individual living  
          alone) whether one lives in a high cost market like urban Los  
          Angeles, or a low cost region like rural Arkansas.

          In response to the shortcomings of the FPL, researchers  
          developed the Elder Index which sets a new benchmark of income  
          adequacy for older adults.  According to proponents, it provides  
          the true cost of meeting basic needs and maintaining  
          independence in the community.  The methodology uses national  
          and state data sources, and reveals that in California, the FPL  
          covers less than half of the basic costs experienced by older  
          adults.  

           Prior legislation  :   SJR 15 (Alarc?n), Resolution Chapter 31,  
          Statutes of 2004, requested the President and Congress to begin  
          a process to better calculate the FPG and to use existing models  
          to calculate poverty including geographic costs of living.   


          Analysis Prepared by  :    Allison Ruff / AGING & L.T.C. / (916)  
          319-3990


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