BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 324
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          ASSEMBLY THIRD READING
          AB 324 (Beall)
          As Amended  June 1, 2009
          Majority vote 

           AGING               5-1         APPROPRIATIONS      12-5        
           
           ------------------------------------------------------------------- 
          |Ayes:|Bonnie Lowenthal,         |Ayes:|De Leon, Ammiano, Charles   |
          |     |Nestande,                 |     |Calderon, Davis, Fuentes,   |
          |     |V. Manuel Perez, Torres,  |     |Hall, John A. Perez, Price, |
          |     |Yamada                    |     |Skinner, Solorio,           |
          |     |                          |     |Torlakson, Krekorian        |
          |     |                          |     |                            |
          |-----+--------------------------+-----+----------------------------|
          |Nays:|Hagman                    |Nays:|Nielsen, Duvall, Harkey,    |
          |     |                          |     |Miller,                     |
          |     |                          |     |Audra Strickland            |
           ------------------------------------------------------------------- 

           SUMMARY  :   Requires the California Department of Aging (CDA) to  
          update the Elder Economic Security Standard Index (Elder Index)  
          and area agencies on aging (AAA) to use the Elder Index in their  
          service planning.  Specifically,  this bill  :  

          1)Redefines "greatest economic need" to mean the need resulting  
            from an income level at or below thresholds established by the  
            Elder Index instead of using the poverty threshold established  
            by the Census Bureau.

          2)Requires CDA to report the Elder Index data for each service  
            area in its state plan as part of the overall data and  
            population trends used to develop programs and policies.

          3)Requires CDA to annually update the Elder Index for each  
            county in California, using the methodology developed for the  
            2008 Elder Index, beginning in 2010 and calculate the number,  
            percentage, and demographic profile of older adults living  
            below the Elder Index.  

          4)Requires CDA to analyze the number and percentage of older  
            adults living below the updated Elder Index for that year by  
            county, race, ethnicity, gender, age, housing situation, and  
            other relevant demographic factors.

          5)Allows CDA to contract with the office of the President of the  






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            University of California to modify the Elder Index for  
            California and update the demographic and financial data.

          6)Specifies that each AAA's area plan must utilize the Elder  
            Index and identify which elders are living at or below the  
            Elder Index as well as specify the costs of meeting basic  
            needs for older adults in their respective planning and  
            service area (PSA).

          7)Requires AAAs to annually update the Linkages Program intake  
            form to include the most current Elder Index adopted by CDA in  
            order to identify older adults in economic need and refer them  
            to other resources and programs.

          8)Specifies that this bill shall not be construed to mandate  
            changes in the current funding allocations to AAAs.



           FISCAL EFFECT  :   According to the Assembly Appropriations  
          Committee, one-time costs of $45,000 GF to CDA to contract with  
          the University of California, Los Angeles (UCLA). UCLA has  
          modified the Elder Index for use in California. On-going costs  
          will likely be less, depending on the complexity of annual  
          updates to the Elder Index.

           COMMENTS  :   
          Recent research from UCLA and the Insight Center for Community  
          Economic Development 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.  

          Since 1965, there have been two slightly different versions of  
          the federal poverty measure - the FPG and the federal poverty  
          thresholds.  The poverty thresholds are the original version of  
          the federal poverty measure and are updated by the Census Bureau  
          each year.  The thresholds are used primarily for statistical  
          purposes.  The FPG are issued each year in the Federal Register  
          and are a simplification of the poverty thresholds.  They are  
          used for administrative purposes, including determining  
          financial eligibility for certain federal programs.  The FPG are  
          sometimes loosely referred to as the federal poverty level.

          Proponents argue that policymakers struggle to create effective  
          policies to promote economic security and eradicate poverty  






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          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 FPG, a measure based solely on the cost of a  
          bare-bones food diet.  Although the FPG is updated annually  
          using the Consumer Price Index, the 2008 FPG 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 FPG, The Insight Center  
          for Community Economic Development led the effort to create the  
          California 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 Elder Index methodology uses  
          national and state data sources, including the U.S. Census  
          Bureau and the U.S. Department of Housing and Urban Development,  
          and reveals that in California, the FPG covers less than half of  
          the basic costs experienced by older adults.  

          Programs and services administered by CDA and the AAAs do not  
          require means-testing for eligibility, however, the federal  
          Older Americans Act requires that preference be given to older  
          adults with the greatest economic or social needs, with  
          particular attention given to low-income minority individuals.   
          To meet the federal requirements, CDA and AAAs track data,  
          including poverty data, on the number of older adults and people  
          with disabilities within a given PSA, but enrollment in programs  
          is not restricted to those who fall below a certain threshold,  
          with the exception of programs that use Medi-Cal funds.  This  
          bill will not change eligibility for any of the programs  
          administered by CDA or the AAAs.

          Please see the policy committee analysis for a more  
          comprehensive discussion of the bill.

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

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