BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 324
                                                                  Page  1

          Date of Hearing:   May 6, 2009 

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                    AB 324 (Beall) - As Amended:  April 28, 2009 

          Policy Committee:                              Aging & LTC  
          Vote:5-1

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires the California Department of Aging (CDA) to  
          establish and update the Elder Economic Security Standard Index  
          (Index) and requires Area Agencies on Aging (AAA) to use the  
          Index in their service planning.  In addition, this bill  
          requires current and new needs-based CDA programs to rely on the  
          Index to establish income eligibility. Requires AAA to use the  
          Index to update Linkages, a current law program that is not  
          income-tested.

           FISCAL EFFECT  

          1)One-time costs of $60,000 (GF) to CDA to contract with UCLA,  
            which has modified the Index for use in California. On-going  
            costs to CDA or UCLA would be less to update demographic and  
            financial data for 33 AAA statewide. 

          2)Unknown GF pressure to CDA-administered programs relying on  
            Index-based calculations of need, rather than current law  
            Federal Poverty Level (FPL) calculations. This bill requires a  
            future focus on the Index for newly administered programs. In  
            2009-10 the proposed CDA budget is $212 million (23% GF).  
            Under current law, only a few CDA programs are means-tested.  
            To the extent this bill creates future pressures on such  
            programs, costs could be in the range of $200,000- $500,000  
            (all funds).   

          3)Unknown, likely absorbable costs to AAA, to update the  
            Linkages program information annually. Because this bill  
            addresses state law changes with regard to planning efforts,  
            federal requirements in this area remained unchanged. This  








                                                                  AB 324
                                                                  Page  2

            bill does not change local planning efforts with respect to  
            federal requirements. The potential uniformity introduced by  
            the Index may therefore not be fully realized  
            administratively. 

           COMMENTS  

           1) Rationale  . This bill is co-sponsored by the Insight Center  
             for Community and Economic Development, the Women's  
             Foundation of California, Catholic Charities of California,  
             the California Senior Legislature, and the National  
             Association of Social Workers. This bill, by adding the Index  
             to planning efforts, provides CDA and AAA local agencies with  
             more specific and uniform demographic and financial data with  
             respect to elderly Californians and their service needs. 

           Under current law, local jurisdictions undertake periodic  
             detailed planning. Many of these efforts rely on the FPL, an  
             index used by federal and state governments in programs such  
             as Medi-Cal, food stamps, and CalWORKs. The FPL is based on a  
             "basket" of living costs established decades ago. The  
             proportion of spending, for example, attributable to housing  
             needs does not reflect the costs of living in many  
             Californians communities. In 2009, 100% of FPL is $10,830 for  
             a single person in annual income. Because this FPL is so low,  
             many means-tested programs must rely on multipliers-200% and  
             300% of FPL, for example. According to the author and  
             sponsors FPL has lost much of its meaning in high-cost  
             California. The Index, in contrast, relies on numerous  
             factors to update such costs and demographic factors that  
             reflect local variation and needs of older Californians. This  
             bill, by shifting the focus to the Index, provides local  
             communities and the elders served by programs with more  
             accurate information for planning efforts. 

            2) Background  . The 33 AAAs coordinate an array of services for  
             seniors and adults with disabilities at the community level  
             and serve as a focal point for local aging programs. The AAA  
             provide a range of services, including supportive services,  
             nutrition programs, employment services, and preventive  
             health services. In addition, CDA administers a range of  
             programs, supported by state and federal funds that provide  
             non-institutional services for older Californians and  
             functionally impaired adults, including the Multipurpose  
             Senior Services Program, Linkages, Adult Day Health Care, and  








                                                                  AB 324
                                                                  Page  3

             the Alzheimer's Day Care Resource Centers. The Linkages  
             Program provides case management services to elderly and  
             dependent adults at risk of institutionalization. 

           Analysis Prepared by  :    Mary Ader / APPR. / (916) 319-2081