2. I’m looking forward
to help with the food
and not having to
worry about asking my
children if they can
help me…
I really appreciate
your help.
-Ms. J, age 66
BDT Mission
• BDT is a national not-for-
profit committed to
transforming how people in
need access public benefits
• BDT partners with diverse
entities to create a benefits
access system that is
simple, comprehensive,
and cost effective 2
12. • BenePhilly started in 2008
• Expanded in 2014
• Key partners: Mayor’s Office of
Community Empowerment & Opportunity
(CEO), PA Dep. of Human Services
(DHS), PA Dept. of Aging (PDA), network
of community partners
History
12
13. 1. Single point of access for multiple
federal, state and city benefits
2. Streamlining the application process and
increasing enrollment
3. Comprehensive benefits access model,
including sites for in-person assistance
BenePhilly Innovations
13
15. He went above and
beyond the call. I’m an old
man, and I don’t old
understand half of these
things. Every question I
asked him, he gave me a
good answer in a
language I can
understand. He did a
wonderful, wonderful job.
Benefits Suite
PACE/PACENET: PA Rx assistance program
Property Tax/Rent Rebate: Rebates up to $975
Medicare Extra Help /LIS: Part D Rx assistance
SNAP/Food Stamps: Help paying for groceries
LIHEAP: Heating assistance
Medical Assistance/CHIP: Public health
insurance programs
MSP: Assistance with Medicare Part B Premium
Homestead Exemption: City Tax benefit
TANF: Cash assistance for families with children
PHL Pre K/CCIS: Childcare subsidies
Screenings for: WIC, UI, SSDI/SSI
Additional benefits offered by in-person
BenePhilly Centers (CAP, CRP, SPBP, benefit
recertifications, etc…)
15
17. • PA State Pharmaceutical Assistance
Program
• Prescription co-pay & premium assistance
• Works with Medicare Part D & other
types of insurance OR can stand alone
• Works with other benefits such as Extra
Help and Medicare Savings Program
• Cannot have PACE and full Medicaid
benefits at the same time
PACE/PACENET
17
18. • Must be 65+
• Income eligibility $23,500
(single), $31,500 (married)
– Based on last year’s income
• No resource limit
• PA resident/no citizenship
requirements
PACE Eligibility
18
19. • Subsidy for Medicare
beneficiaries with low income &
resources
• Lowers Medicare Part D
premiums, co-pays, &
deductibles
• Administered by the Social
Security Administration
Medicare Extra Help
19
20. • 150% FPL
• Resource limits: ~12,000
(single), ~25,000 (married)
• Must be eligible for Medicare
• Must have/be willing to enroll in
Part D
Extra Help Eligibility
20
21. • Rebate for property taxes of rent paid in
previous year
– Includes many different types of renting
arrangements
• Must apply every year
• Rebates up to $650
(+ supplemental $$)
PTRR
21
22. • Income limit: $35,000 (homeowners),
$15,000 (renters)
– Only 50% of Social Security Income
counted
• Income based on previous year
• No asset test
PTRR Eligibility
22
23. • Benefit to households to pay heating costs
– Cash grants: $200-$1,000
– Crisis grants: restore heat/weatherization
• 2016/2017 season: Nov 1 – Mar 31
• Grants typically sent directly to
fuel provider
LIHEAP
23
24. • Household = anyone living as an
“economic unit” in same residence
– Can exclude unrelated roomers
• 150% FPL
• Must verify responsibility to pay for
heat
– Pays heating bill
– Heat inc. with rent
• No asset test
LIHEAP Eligibility
24
25. • Formerly known as “food
stamps”
• Assistance for groceries/food
• Benefit amount for 1 person:
$16-$189/month
• Can provide “special
allowances” for work or training
activities
SNAP
25
26. • Very complicated!
• Income limit: 160%/200%
• Deductions for:
– Shelter expenses
– Utilities
– Medical expenses
(seniors/disabled)
• NO asset test
• Certain restrictions for
immigrants
SNAP Eligibility
26
27. • Public health insurance program
• Many categories/different ways to qualify
• Includes:
– MSP (pays Medicare Part B)
– CHIP (coverage for any uninsured child
– MAWD
• BenePhilly can also support
enrollment in Health
Insurance Marketplace
Medical Assistance
27
28. • Eligibility varies by category
• Any U.S. citizen or lawfully present
immigrant is eligible for either MA or HIM
coverage
Medical Assistance Eligibility
28
29. • Cash assistance program
– Small monthly grants provided via EBT
• Complicated application process:
– In-person interview
– Work requirements
– Child support collection
• Under-utilized benefit!
TANF
29
30. • Available only to pregnant women and
guardians/parents of children
• Extremely low income/asset limits
• Must comply with application
requirements
• Sanctions
TANF Eligibility
30
31. • NEW exciting benefit!
• Funded through Phila’s sugar
beverage tax
• Currently slots available to
enroll 3-4 year olds (starting
Jan 4th)
• NO INCOME OR ASSET
LIMITS
• Ultimate goal = Universal
pre-K
Philly Pre-K
31
32. • Child care subsidy
– Can be used at a number of childcare
providers or private care givers
• Waiting list
– TANF families and teen
parents prioritized
CCIS
32
33. • 200% FPL
• Children 0-13 and 13-18 with
disabilities/special needs
• Work/training/education requirement for
parents
– Some exceptions
• Child is citizen or
qualifiedimmigrant
CCIS Eligibility
33
34. • Homestead Exemption
– Any homeowner
– No income/asset limits
• Senior Citizen Property Tax Freeze
– Homeowners 65+
– Income limit ~200% FPL
• Senior Citizen Water Discount
– 65+
– Pays water bill
– Income limit $31,500 (household)
Philadelphia Benefit Programs
34
35. • Referral benefits:
– WIC
– SSI/SSDI
– Unemployment
• Benefits offered by in-person Centers
• Services offered by BenePhilly Center
agencies
• Connection with FECs
Other Services
35
36. • BenePhilly has a special partnership with
CLS
• CLS can assist with cases, including:
– Benefit denials/shut-offs
– SSI denials or cuts in SSDI/SSI
– Utility shut-offs
– Expungement
– Wage theft/unlawful workplace practices
CLS Referrals
36
38. "I just wanted to let you
know you had a really good
representative. He was
really helpful and he gave
me and my boyfriend a lot
of good information about
receiving Medicaid. He had
no idea that he was going to
be able to receive that. “
- Ms. M, 23
How we can help
38
• Educate households about
benefits
• Complete application questions
and understand verification
requirements
• Follow-up with administering
agencies
• Schedule appointments at an
in-person BenePhilly Center
39. “I just wanted to say
how grateful I am for
his help and the
coverage he helped
me regain after my
husband lost his job”
-Ms. M, age 44
How to Refer
39
•Provide BenePhilly hotline number, or
referral flyer to clients
•Our Benefit Specialist will guide
clients through full process or
scheduling in-person appointment
•Stay on the line and work alongside a
Benefits Outreach Specialist
•Check in with us if you/your client
needs help!
40. “At this point I am
so grateful.
Anything would be
a help. I'm was
thrilled that just a
simple phone call
went so easily.
Hopefully it will
Info to Have Ready
Household size
Household income
Household resources
(bank accounts,
investments, vehicles, etc.)
Household expenses
Medical
expenses/current
medical coverage
Enrollment status in
benefits
40
41. How to Reach Us
41
All in-person BenePhilly
Centers offer evening and
weekend hours.
42. I can’t thank you enough.
Right now I’m very happy, I’m
almost in tears. [You] spent an
hour with me on the phone. I’m
trying to do the best I can at my
age…I just needed some help.
That $150 would be a great
help to pay for [food.] I thank
you very much and your
department.
-Mr. B, age 81 42
Questions?
Notas do Editor
BDT repairs fractured systems to create a 21st Century benefits access system that is simple, comprehensive and cost-effective. Through our innovative service delivery model BDT impacts lives, the systems in which they need to navigate, and the communities in which they live.
BDT increases household income for low income individuals by 12% allowing them to afford food, shelter and medical expenses
BDT helps seniors remain independent and in their homes
BDT simplifies access to benefits by processing multiple applications at one time over the phone
BDT reduces caseworker time spent on processing applications
BDT provides a model for how to efficiently assist applicants
BDT partners with federal, state and local government agencies, as well as the public and private sector, to aggregate multiple data sets that identify individuals eligible for, but not receiving all of the critical benefits and services for which they are qualified. BDT’s individual-centered approach employs robust direct mail and contact center strategies to conduct precision targeted outreach to those in need. BDT uses information from one benefit to indentify those who are most likely eligible for other services. BDT aligns customized technology with highly trained Benefits Outreach Specialists to help responders apply for multiple benefits at one time, over the phone.
The BDT is results-oriented and outcomes driven. Consistent evaluation ensures project effectiveness and equips BDT to build actionable insights, achieve optimal outcomes, and scale growth. BDT engages local, state, and federal government agencies to leverage policy options to streamline benefits access for eligible individuals and create a system that is simple, comprehensive and cost-effective. BDT unites a cross-sector dialogue, conducts outcomes focused research, and shares findings with diverse stakeholders. BDT encourages a culture of innovation, calculated changes, and reflection that positions the organization to lead the benefits access field.