Neighbors Helping Neighbors Out of Poverty Texas Panhandle Regional Community Asset Building Forum...
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Neighbors Helping Neighbors Out of Poverty Texas Panhandle Regional Community Asset Building Forum Thursday, April 19, 2012 Presented by: Camille D. Miller
Neighbors Helping Neighbors Out of Poverty Texas Panhandle
Regional Community Asset Building Forum Thursday, April 19, 2012
Presented by: Camille D. Miller Texas Health Institute (TBB State
Affiliate) Leslie Winder Solutions for Progress Ralph Gildehaus -
MDC
Slide 2
Texas Health Institute Mission: To improve the health of Texans
and their communities. THI: 501(c)(3) statewide nonprofit since
1964 2
Slide 3
The Beginning The Annie E. Casey Foundation Study access to
care for kids in Texas 2 Casey Fellows 3
Slide 4
Texas Unclaimed Federal Dollars Per Year* SNAP (food stamps)$
4.8 Billion EITC (tax credit) $ 700.5 Million SCHIP (childrens
health) $ 537.5 Million Childrens Medicaid (childrens health) $
955.2 Million Medicare Part D Low-Income Subsidy (prescriptions) $
763.6 Million Pell Grants (college tuition)$ 583.7 Million Total $
8.3 Billion *Represents most recent data available: SNAP2010,
EITC-TY2009, SCHIP-2009, Medicaid-2007, Medicare-2009-10, Pell
Grants-2007 4
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A Solution A tool that: Supports workers Stabilizes families
Strengthens communities 5
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The Benefit Bank of Texas A counselor-assisted one-stop service
An eligibility calculator An application completion tool A free
income tax assistance program Offered where people live, learn,
work, play, and pray 6
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Vision: To build a diverse network of volunteer and
professional counselors at: community organizations businesses
churches health care social service providers United in helping the
17.1%* of Texans in need. The Benefit Bank of Texas *US Census
Bureau 2009, Poverty Population Numbers 7
Slide 8
The Benefit Bank of Texas Current Programs: SNAP (Food Stamps)
Medicaid - CHIP, Perinatal CHIP, Medicaid for Children, Medicaid
for Pregnant women, Medicaid for parents/caretakers of Medicaid
children with income below TANF needs limit, Retroactive Medicaid
and Spend down Medicaid TANF (Temporary Assistance for Needy
Families) Federal Taxes - Earned Income Tax Credit, Childcare
Credits FAFSA (Free Application for Federal Student Aid) Voters
Registration 8
Slide 9
Family Budget on Low Wages Alone (1 adult in college with 2
children) Expenses exceed income by:$ 16,096 9
Slide 10
Family Budget with Probable Work Supports (1 adult in college
with 2 children) 10
Slide 11
2011 Milestones May, 2011 - Legislative Rider included in 2011
Texas Appropriations Bill May, 2011 - The Don and Sybil Harrington
Foundation funds the upper 26 counties of Region 1 June, 2011 - The
Wal-Mart Foundation funds the lower 15 counties of Region 1 July
2011 - Region 1 Advisory Leadership Committee formed November 2011
- The Meadows Foundation funds statewide implementation November
2011 - State Director hired 11
Slide 12
2012 Milestones January 2012 - Federal Income Tax
electronically submitted January 2012 - TBB-TX electronic
submission Pilot Project launched in Amarillo February 2012 - THI
Board approved sites membership/recruitment statewide March 2012 -
MOU signed with HHSC for electronic submission March 2012 -
Electronic submission to HHSC launched 12
Slide 13
Making Headway Amarillo in Region 1, has launched TBB-TX in 25
sites with 73 counselors trained and helping people in need.
Dallas/Fort Worth in Region 3, we have 11 sites and others pending.
Austin in Region 7, we have 8 sites and others pending.
Houston/Gulf Coast area in Region 6, we have 13 sites and are
working with Childrens Defense Fund on a project utilizing TBB-TX
in high schools in Houston and 6 other independent school districts
(17 schools). 13
Slide 14
TBB-TX Staff Camille D. Miller President and CEO Texas Health
Institute (512) 279-3910 [email protected] Connie
Chavez Region 1 Coordinator The Benefit Bank of Texas 806-337-1700,
Ext. 222 [email protected] Sherry Wilkie-Conway COO Texas
Health Institute (512) 279-3910 [email protected]
Diana Maldonado State Director of The Benefit Bank of Texas Texas
Health Institute (512) 279-3910 [email protected]
Amanda Royston Vice President Events, Education, Marketing and
Communication Texas Health Institute (512) 279-3910
[email protected] 14
Slide 15
Neighbors Helping Neighbors Out of Poverty Texas Panhandle
Regional Community Asset Building Forum: A Call to Action Amarillo,
Texas Thursday, April 19, 2012 15
Slide 16
Mission-driven private-sector company committed to assisting
low- and moderate-income individuals and families to sustainably
move out of poverty through the practical application of innovative
technology and public policy. The challenge of our work: Overcoming
vs. Managing Poverty Solutions for Progress 16
Slide 17
What We Do Actionable anti-poverty research Analysis of federal
& state policy implementation Comparisons of need vs. delivery
Usable technology solutions Expert systems made simple to use
Secure, rapidly responsive to change Practical civic engagement
approaches Local public-private partnerships Supported by
experienced national partners 17
Slide 18
Work and Income Supports Underutilized Nationally, only 7.2% of
households eligible for EITC, SNAP, health insurance, and child
care subsidies claim all four $70 billion in critical work supports
unclaimed by Americans annually Provides an opportunity to move
families out of poverty and toward self-sufficiency 18
Slide 19
The Challenge Medical Benefits FAFSA SNAP Help with
Federal/State Taxes Many stops, long lines, time missed from work
19
Slide 20
Civic Engagement Faith congregations Health & social
service organizations Food and nutrition organizations
Community-based organizations Prisoner reentry programs Homeless
shelters Public agencies Home ownership programs Asset building
programs Where People Live, Work, Play, Pray & Learn
FBCO/Independent Sector Volunteer/Worker Caseworker State Affiliate
Capacity building Outreach Multiple access approaches Self-Service
Client Mobile Assistance 20
Slide 21
DORevenue DOCorrections State/County Workers Eligibility
determination Payment Case control Federal IRS SSA DoEd TBB Online
Service FBCO/Independent Sector Volunteer/Worker Caseworker State
Affiliate Capacity building Outreach Multiple access approaches
Self-Service Client Mobile Assistance State Self Service Common
link to back-end The Benefit Bank is Client-Centered for
Applications to Multiple Program-Centered Government Systems Civic
Engagement + Expert Technology 21
Slide 22
The Benefit Bank Online Service Service free to clients &
sites Work & income supports including tax preparation on a
single platform An expert system supporting Eligibility assessment
Application form completion Electronic and paper application filing
Volunteer-Counselor, Professional, and Self-Service 22
Slide 23
How TBB Works Client chooses/enters own access password Simple
questions/answers Explanatory help pop ups Expertise is in the
service Electronic filing with printed copy for client Detailed
follow up instructions for client No information retained on local
computer 23
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Reporting Sophisticated aggregated-data reports May include any
client data including demographic factors, income, expenses
categories Available both as: Automated reports delivered on
weekly, monthly, quarterly, annual basis On demand
reports/charts/graphs including GIS-mapped 24
Slide 25
Centralized & secure service operation Fully hosted
operations at secure location HIPAA compliant Federal & state
rule changes Tracked by in-house lawyers & public policy
analysts through direct involvement with advocates, agencies &
outside experts Implemented by experienced technology staff using
custom development environment Affiliate & counselor support
Site services Counselor training (Train the Trainer) Live Help desk
Service Operations 25
Slide 26
Solutions for Progress, Inc TBB SSI/SSDI Serves: Adult SSI/SSDI
claimants living with disabilities, particularly those with serious
mental illness Assists: Trained representatives develop and submit
initial application and/or reinstatement Supports: Extensive
document management & coordination requirements Incorporates:
Best aspects of advocacy and agency approaches 26
Slide 27
Unprecedented Resource for Vets A trusted service providing
unbiased and accurate eligibility assessment Complete application
filing Referral to additional Vets resources 27
Slide 28
TBB Veterans Education Benefits Military Records Request
records with TBB completed form Input records for eligibility
assessment Supported Programs (Eligibility and Application) Yellow
Ribbon Post-9/11 GI Bill Montgomery GI Bill-Active Duty Montgomery
GI Bill-Selected Reserve Reserve Education Assistance Veterans
Education Assistance Program Non-Contributory VEAP Vocational
Rehabilitation and Employment 28
Slide 29
Growth of TBB Online Service 29
Slide 30
Proven Success in Multiple States Ohio Benefit Bank Recognized
as most successful outreach program in US 5,000+ counselors at over
1,200 sites helped families claim $534 million in supports since
2006 30
Slide 31
51% of respondents said they would have been unlikely or very
unlikely to apply for benefits without OBB. More than 48% of
clients participating had completed the application process with
the county and an additional 40.5% planned to go within 12 35 days
of visiting an OBB site. OBB Increases Access to Benefits
Follow-through was High Study on the Impact of the Ohio Benefit
Bank 31
Slide 32
72% who completed the process reported being approved for
benefits. By Phase 2, 55% of respondents who completed the process
reported their food situation as much better or better. The OBB
experience was positive, helpful, and easy to access. 83% of OBB
client respondents rated their OBB experience as excellent or good.
Study on the Impact of the Ohio Benefit Bank The Benefit Bank
provided a wonderful service. Very convenient and the lady was
really respectful and compassionate. - Ohio Benefit Bank Client -
The Benefit Bank provided a wonderful service. Very convenient and
the lady was really respectful and compassionate. - Ohio Benefit
Bank Client - Clients Obtain Needed Benefits Clients had a Positive
Experience 32
Slide 33
TBB is Different Tax returns and benefit applications prepared
on and filed from single platform Wide range of benefits supported
Maintained at all times in conformance with up-to-date federal and
state regulations Electronic filing of tax returns and benefit
applications Volunteer counselor, professional and self-service
access to single service Breadth of field experience available to
states, statewide affiliates and sites 33
Slide 34
Learnings Right technology tightly coupled with civic
engagement is critical Partnership between Affiliate and State
& County agencies key to maximizing access Social sector
partners drive new areas of focus (FAFSA, Veterans, Disability)
This model works 34
Slide 35
Neighbors Helping Neighbors Out of Poverty Leslie Winder
Director of Strategic Partnerships [email protected]
215-701-6123 35
Slide 36
Replicating and Expanding Outreach Using The Benefit Bank in
Texas and Other States 36
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Slide 38
Work Supports Initiative: Collaboration between experienced
organizations 44-year-old national nonprofit that demonstrates
& incubates social innovations Helps organizations and
communities close the gaps that separate people from opportunity
Developer/operator of The Benefit Bank online service Policy focus
on overcoming poverty and unequal access Statewide Affiliates
manage and implement outreach using The Benefit Bank 38
Slide 39
TBB-SC Regional Coordinators: County Assignments 2012 39
Slide 40
Active TBB-SC Sites 40
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TBB-SC Completed Applications 41
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Estimated return of over $52 million in benefits to SC citizens
Filed over $3 million in state and federal tax returns Completed
over 20,000 applications estimated worth $2 million/month Since
2010, served over 23,000 family members Awarded a grant to build SC
DSS eGateway Received CHIPRA technology grant to build SC DHHS
eGateway TBB-SC Milestones Since 2009 43
Slide 44
Assets for Education and Employment Train and provide technical
assistance to Success Coaches placed at community colleges. These
coaches provide three elements of an integrated service delivery
model: Employment and career advancement Financial coaching and
asset building Connect students with work and income supports Based
upon Centers for Working Families in community colleges approach
MDC manages a network of community college sites for the Annie E.
Casey Foundation Community-based organizations extend reach and
impact of outreach efforts to low-income communities 44
Slide 45
Supports Increase Stability Improve economic capabilities of
students and their families Support special outreach to veterans
and mature students Connect eligible students with supports
Increase students financial stability and career readiness Increase
college retention and graduation rates Improve economic and
educational capabilities of applicants and incoming students
Provide financial literacy & career advice Increase income to
colleges Strengthen relationships with employers in region 123
45
Slide 46
Integrated Support Services Model Guilford Technical Community
College Enrollment numbers were up by 10% following the Great
Recession Center for Working Families integrated support services,
including counseling using The Benefit Bank, provided to eligible
students Retention rate increased by 25% among participating
students Increased tuition revenues fund the work of Success
Coaches 46
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Ralph Gildehaus Senior Fellow (919) 381-5834
[email protected] MDC 307 West Main Street Durham, NC
27701-3215 Contact information 52