1. California Department of Aging Eligibility Income Calculations

3.  1. 2015 Federal Poverty Guideline – Revised yearly in January.2015 Federal Poverty Guideline  2. TEGL NO. 12-06 - Revised Income Inclusions and Exclusions and Procedures for Determining SCSEP Eligibility (12-28-06).TEGL NO. 12-06  3. When in doubt, do a search in the SCSEP Data Collection Handbook.SCSEP Data Collection Handbook

4. ►Several projects use the CDA SCSEP Eligibility Calculator as their worksheet: CDA Eligibility Calculator ►The eligibility calculator is located on the CDA website. ►Several projects use the CDA SCSEP Eligibility Calculator as their worksheet: CDA Eligibility Calculator ►The eligibility calculator is located on the CDA website. ► Project developed income calculation worksheet. worksheet ►Sample income worksheets available upon request. ► Project developed income calculation worksheet. worksheet ►Sample income worksheets available upon request.

5.  Official documents showing income include but are not limited to the following: ◦ Paystubs ◦ Unemployment Check Stubs ◦ Social Security Benefits –Must retrieve information from http://www.ssa.gov/myaccount/http://www.ssa.gov/myaccount/ ◦ Pension Statements ◦ Bank Statements  If married, then SCSEP candidate must bring in spouse’s income documents

6.  Assume you have all the necessary documents.  Assume the monthly income amounts given started a year ago.  Your packet has the Income Worksheets, TEGL 12-06, and other information that you may need.  Calculators are available on each table.  You can work together or on your own.  We’ve thrown a few challenges in just to keep you on your toes.

7.  Name: Mary Doe  Age: 65  Date of Birth: February 12, 1950  Marital Status: Married  Residence: Homeowner  Employment:Both retired, no pensions  Public Assistance: None  Education: High School Graduate  Income: Social Security, Mary’s and her husband’s.Social Security

8.  Name: Robert Day  Age: 60  Date of Birth: August 30, 1954  Marital Status: Single  Residence: Homeless Shelter  Employment: None  Public Assistance: $200/month CalFresh (SNAP)  Education: Some College  Income: $1,000/month Social Security Disability Insurance

9.  Name: JoAnn Roth  Age: 63  Date of Birth: April 1, 1951  Marital Status: Single  Residence: Homeowner  Employment: Retired/No pension  Public Assistance: none  Child Support: $1,500/month County Foster Child Payments - Foster child not related by blood, marriage, or adoption  Education: Associates Degree  Income: $1,700/month Social Security

10.  Name: Robert Lipper  Age: 62  Date of Birth: August 30, 1953  Marital Status: Single  Residence: Apartment – Rental Agreement states one (1) person  Employment: Unemployed last 4 months, prior to that worked  Unemployment Insurance: $600/month  Public Assistance: None  Education: Associate Degree  Income: $1,800/per month prior to being unemployed – eight (8) monthly paystubs