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BenePhilly
For Your Benefit
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
TITLE
• Text
On average BDT increases
household income by 12%
INDIVIDUAL IMPACT
4
The BDT model saves government
caseworkers 30 minutes per SNAP case,
putting money back into agencies’
SYSTEMS IMPACT
5
BDT has infused over $12 Billion dollars in
economic activity to local economies.
SOCIAL IMPACT
6
SERVICE DELIVERY MODEL
SERVICE DELIVERY MODEL
Targeted Identification
Comprehensive
Application Assistance
Effective Outreach
SERVICE DELIVERY MODEL
Continual Evaluation
Proactive Thought
Leadership
Strategic Systems Change
BDT’s Client Experience
10
BENEPHILLY OVERVIEW
11
• 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
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
BenePhilly Centers
14
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
BENEFITS OVERVIEW
16
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• Eligibility varies by category
• Any U.S. citizen or lawfully present
immigrant is eligible for either MA or HIM
coverage
Medical Assistance Eligibility
28
• 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
• Available only to pregnant women and
guardians/parents of children
• Extremely low income/asset limits
• Must comply with application
requirements
• Sanctions
TANF Eligibility
30
• 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
• 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
• 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
• 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
• Referral benefits:
– WIC
– SSI/SSDI
– Unemployment
• Benefits offered by in-person Centers
• Services offered by BenePhilly Center
agencies
• Connection with FECs
Other Services
35
• 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
HOW TO REFER
37
"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
“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!
“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
How to Reach Us
41
All in-person BenePhilly
Centers offer evening and
weekend hours.
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?

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BenePhilly Programs Presentation

  • 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
  • 4. On average BDT increases household income by 12% INDIVIDUAL IMPACT 4
  • 5. The BDT model saves government caseworkers 30 minutes per SNAP case, putting money back into agencies’ SYSTEMS IMPACT 5
  • 6. BDT has infused over $12 Billion dollars in economic activity to local economies. SOCIAL IMPACT 6
  • 8. SERVICE DELIVERY MODEL Targeted Identification Comprehensive Application Assistance Effective Outreach
  • 9. SERVICE DELIVERY MODEL Continual Evaluation Proactive Thought Leadership Strategic Systems Change
  • 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

  1. 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.
  2. 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
  3. 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
  4. 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.
  5. 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.