ࡱ> c #4bjbj 4ffS+& & kkkkk8T ?P(+j,OOOOOOO$QTOk++Okk4OU U U RkkOU OU U HD6L@0+I&OP0?PJ/UN/UL6L6L/UkJL`U OO6?P/U& 1: Date of Completion: 12/03/2019State: PennsylvaniaFiscal Year to which credit applies: 2020 Overall Report _x_ Two-parent Report ___ (check one)Apply the overall credit to the two-parent participation rate? ____ yes __x_ noPART 1 Eligibility Changes Made Since FY 2005 (Complete this section for EACH change)Name of eligibility change: Exclusion of Interest Income Earned on Savings Bonds and Certain Interest-Bearing AccountsImplementation date of eligibility change: April 5, 2006Description of policy, including the change from prior policy: Interest earned on savings bonds and on the following checking and savings accounts is excluded as both unearned income and a resource in the month of receipt: checking and savings accounts (including pass book accounts), statement accounts, NOW and Super NOW accounts, money market deposit accounts, certifications of deposit (CDs), and Christmas/Vacation clubs. Description of the methodology used to calculate the estimated impact of this eligibility change (attach supporting materials to this form): The impact due to this eligibility change is negligible since any interest amount on the small resource limit for TANF ($1,000) would be negligible and would, therefore, have no impact on the eligibility of the TANF family. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0Name of eligibility change: Exclusion of Tax Refunds as Income or ResourceImplementation date of eligibility change: May 22, 2006Description of policy, including the change from prior policy: Generally, the receipt of tax refunds, including EIC and PA Tax Forgiveness, does not have a negative effect on the eligibility for or amount of any TANF cash assistance benefit, because TANF clients could simply spend down the amount in the first two months as it was previously excluded in that timeframe. County assistance workers previously had to track, verify and document the receipt of all state and IRS refunds to ensure that the refunds were disregarded correctly. Hence, this eligibility change was implemented in order to promote program efficiency.Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) The impact due to this eligibility change is negligible since previously clients would have simply spent down the tax refund in the allotted timeframe.Estimated average monthly impact of this eligibility change on caseload in comparison year: 0Name of eligibility change: Implementation of Transitional Cash Assistance (TCA)Implementation date of eligibility change: March 24, 2009Description of policy, including the change from prior policy: This new policy provides temporary supplemental grants designed as an incentive for TANF recipients to move from TANF to employment. The grant amount is $100 per month for a period of three consecutive months to eligible families whose TANF case would otherwise be closed due to employment.Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) Extracted TCA caseload for FFY 2016. The average monthly impact of this eligibility change on caseload is based on the average caseload for TCA participation for the FFY 2016.Estimated average monthly impact of this eligibility change on caseload in comparison year: 2,758Name of eligibility change: Conversion of Solely State Funded program for households with disabled parent and 2-parent householdsImplementation date of eligibility change: October 1, 2007Description of policy, including the change from prior policy: Effective October 1, 2007 the State stopped claiming the disabled household and two-parent households of the cash assistance program as TANF or MOE expenditures. Effective October 1, 2007, cash assistance is provided to these households in a solely state funded program. There had been no changes in eligibility to evaluate for caseload effects. The average monthly caseload data for this group is added back to the Average Monthly FFY 2016 Caseload. The state did not utilize TANF federal of State Maintenance of Effort dollars for this program as of October 1, 2007 and thus the effect was a reduction in the total SSP-MOE caseload. Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) The impact of this change was calculated using extracted caseload data for FFY 2016. The estimated average monthly impact of this eligibility change on caseload is based on the average caseload for budgets funded with State dollars that do not count toward MOE. These 348 cases are to be added back to the TANF caseload to level the comparison to the FFY 2005 base year average monthly caseload.Estimated average monthly impact of this eligibility change on caseload in comparison year: (348) Date of Completion: 12/03/2019State: PennsylvaniaFiscal Year to which credit applies: 2020 Overall Report ___ Two-parent Report _x_ (check one)Apply the overall credit to the two-parent participation rate? ____ yes __x_ noPART 1 Eligibility Changes Made Since FY 2005 (Complete this section for EACH change)Name of eligibility change: Exclusion of Interest Income Earned on Savings Bonds and Certain Interest-Bearing AccountsImplementation date of eligibility change: April 5, 2006Description of policy, including the change from prior policy: Interest earned on savings bonds and on the following checking and savings accounts in excluded as both unearned income and a resource in the month of receipt: Checking and savings accounts (including pas book accounts), statement accounts, NOW and Super NOW accounts, money market deposit accounts, certificates of deposit (CDs), and Christmas/Vacation clubs. Description of the methodology used to calculate the estimated impact of this eligibility change (attach supporting materials to this form): The impact due to this eligibility change is negligible since any interest amount on the small resource limit for TANF ($1,000) would be negligible and would, therefore, have no impact on the eligibility of the TANF family. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0Date of Completion: 12/03/2019State: PennsylvaniaFiscal Year to which credit applies: 2020Name of eligibility change: Exclusion of Tax Refunds as Income or ResourceImplementation date of eligibility change: May 22, 2006Description of policy, including the change from prior policy: Generally, the receipt of tax refunds including EIC and PA Tax Forgiveness, does not have a negative effect on the eligibility for or amount of any TANF cash assistance benefit, because TANF clients could simply spend down the amount in the first two months as it was previously excluded in that timeframe. County assistance workers previously had to track, verify and document the receipt of all state and IRS refunds to ensure that the refunds were disregarded correctly. Hence, this eligibility change was implemented in order to promote program efficiency.Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) The impact due to this eligibility change is negligible since previously clients would have simply spent down the tax refund in the allotted timeframe.Estimated average monthly impact of this eligibility change on caseload in comparison year: 0Name of eligibility change: Implementation of Transitional Cash Assistance (TCA)Implementation date of eligibility change: March 24, 2009Description of policy, including the change from prior policy: This new policy provides temporary supplemental grants designed as an incentive for TANF recipients to move from TANF to employment. The grant amount is $100 per month for a period of three consecutive months to eligible families whose TANF cash case would otherwise be closed due to employment.Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) Extracted TCA caseload for FFY 2016. The average monthly impact of this eligibility change on caseload is based on the average caseload for TCA participation for the FFY 2016.Estimated average monthly impact of this eligibility change on caseload in comparison year: 110Name of eligibility change: Conversion of Solely State Funded program for households with disabled parent and 2-parent householdsImplementation date of eligibility change: October 1, 2007Description of policy, including the change from prior policy: Effective October 1, 2007 the State stopped claiming the disabled household and two-parent households of the cash assistance program as TANF or MOE expenditures. Effective October 1, 2007, cash assistance is provided to these households in a solely state funded program. There had been no changes in eligibility to evaluate for caseload effects. The average monthly caseload data for this group is added back to the Average Monthly FFY 2016 Caseload. The state did not utilize TANF federal of State Maintenance of Effort dollars for this program as of October 1, 2007 and thus the effect was a reduction in the total SSP-MOE caseload. Description of the methodology used to calculate the estimated impact of this eligibility change: (attach supporting materials to this form) The impact of this change was calculated using extracted caseload data for FFY 2016. The estimated average monthly impact of this eligibility change on caseload is based on the average caseload for budgets funded with State dollars that do not count toward MOE. These 0 cases are to be added back to the TANF caseload to level the comparison to the FFY 2005 base year average monthly caseload. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0 Date of Completion: 12/03/2019State: PennsylvaniaFiscal Year to which credit applies: 2020 PART 2 Estimate of Caseload Reduction Credit (Complete Part 2 using Excel Workbook provided.) Date of Completion: 12/03/2019State: PennsylvaniaFiscal Year to which credit applies: 2020 PART 3 -- Certification I certify that we have provided the public an appropriate opportunity to comment on the estimates and methodology used to complete this report and considered those comments in completing it. 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