Enclosed is Pennsylvania s revised and amended Caseload Reduction Reports (ACF-202) for Fiscal Year 2008.

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1 Commonwealth of Pennsylvania Department of Public Welfare P.O. Box 2675, Harrisburg, Pa Shawn S. Kepner, Acting Director Bureau of Program Support Office of Income Maintenance Voice Fax Mr. David Lett, Regional Administrator Office of the Regional Administrator Region III Suite South Independence Mall West Philadelphia, Pennsylvania Dear Mr. Lett: Enclosed is Pennsylvania s revised and amended Caseload Reduction Reports (ACF-202) for Fiscal Year Pennsylvania has opted to use separate credits for the overall Temporary Assistance for Needy Families (TANF) and two-parent participation rates. Thus, I have included separate ACF-202 reports for the overall and two-parent caseloads. If you have any questions concerning the data being reported, please feel free to contact me at (717) Sincerely, c: Administration for Children and Families Enclosures Shawn S. Kepner

2 Overall Report _X_ Two-parent Report (check one) Apply the overall credit to the two-parent participation rate? yes _X _ no PART 1 Eligibility Changes Made Since FY 2005 (Complete this section for EACH change) 1. Name of eligibility change: Exclusion of Interest Income Earned on Savings Bonds and Certain Interest- Bearing Accounts 2. Implementation date of eligibility change: April 5, Description 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, certificates of deposit (CDs), and Christmas/Vacation clubs. 4. 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. 5. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0. OMB Approval No.: Expiration Date: 09/30/2009 Page 2 of 9

3 Overall Report _X_ Apply the overall credit to the two-parent Two-parent Report (check one) participation rate? 1. Name of eligibility change: Exclusion of Tax Refunds as Income or Resource 2. Implementation date of eligibility change: May 22, 2006 yes _X _ no 3. Description 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 month 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. 4. 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. 5. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0. OMB Approval No.: Expiration Date: 09/30/2009 Page 3 of 9

4 Form ACF-202 TANF CASELOAD REDUCTION REPORT Pennsylvania Fiscal Year to which credit applies: 2008 PART 2 Estimate of Caseload Reduction Credit Impact of All Changes Exclusion of Interest Income 0 Exclusion of Tax Refunds 0 Adding back in Separate State Program families not counted toward MOE - 15,230 Caseload Reduction Calculation FY 2005 TANF Caseload 96,635 FY 2005 SSP Caseload Total FY 2005 Caseload 96,635 FY 2007 TANF Caseload 63,965 FY 2007 SSP Caseload Total FY 2007 Caseload 63,965 Actual Decline 32, % Decline Net Impact 21,841 Caseload Reduction Credit = 22.6% "Assistance" Cases Funded by Excess MOE as per the ACF Excess MOE Model 4,401 Net Impact - 10,829 Page 4 of 9

5 Pennsylvania - Overall Fiscal Year to which credit applies: 2008 Part (2) A state that is investing State MOE funds in eligible families in excess of the required 80 ot 75 percent basic MOE need only include pro rata share of caseloads receiving assistance that are required to meet basic MOE requirements. Source FY 2007 Report Average Overall Monthly Caseload FY 2005 Section Three - TANF & SSP Reports - Line 8 96,635 Average Overall Monthly Caseload FY 2007 Section Three - TANF & SSP Reports - Line 8 84,159 Actual Decline (C2-C3) 12,476 Actual Percentage Reduction (F4/F2) 12.9% Initial Work Participation Target (50% - C5) 37.1% FY 2006 Totoal Federal Expenditures ACF-196 Report, Column A, Line 7 437,652,327 FY 2006 Total MOE Expenditures ACF-196 Report, Columns B+C, Line 7 456,833,085 Total TANF/MOE Spending (C7+C8) 894,485,412 Average Total Expenditures per Case (C9/C3) 10,629 FY 2006 Federal "Assistance" Expenditures ACF-196 Report, Column A, Lines 5a.-d. 144,218,566 FY 2006 MOE "Assistance" Expenditures ACF-196 Report, Columns B+C, Lines 5a.-d. 170,664,901 FY Total "Assistance" Expenditures (C11+C12) 314,883,467 Average "Assistance" Expenditures/Case (C13/C3) 3,742 75% MOE Requirement (select FY and select table D) 407,125,600 Excess MOE Expenditures (C8-C15) 49,707,485 Excess MOE on "Assistance" ((C13/C9)*C16) 17,498,402 "Assistance" Cases Funded by Excess MOE (C17/C14) 4,677 Caseload Minus Excess MOE-Funded Assistance Cases (C3- C18) 79,482 Caseload Decline Adjusted for Excess MOE (C2-C19) 17,153 CRC Adjusted for Excess MOE (C20/C2) 17.8% Work Participation Target Adjusted for Excess MOE (50%-C21) 32.2% Page 5 of 9

6 Overall Report Two-parent Report _X_ (check one) Apply the overall credit to the two-parent participation rate? yes _ X _ no PART 1 Eligibility Changes Made Since FY 2005 (Complete this section for EACH change) 1. Name of eligibility change: Exclusion of Interest Income Earned on Savings Bonds and Certain Interest- Bearing Accounts 2. Implementation date of eligibility change: April 5, Description 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, certificates of deposit (CDs), and Christmas/Vacation clubs. 4. 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: 0. OMB Approval No.: Expiration Date: 09/30/2009 Page 6 of 9

7 Overall Report Two-parent Report _X_ (check one) Apply the overall credit to the two-parent participation rate? PART 1 Eligibility Changes Made Since FY 2005 (Complete this section for EACH change) yes _ X _ no 1. Name of eligibility change: Exclusion of Tax Refunds as Income or Resource 2. Implementation date of eligibility change: May 22, Description 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 month 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. 4. 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. 5. Estimated average monthly impact of this eligibility change on caseload in comparison year: 0. OMB Approval No.: Expiration Date: 09/30/2009 Page 7 of 9

8 Pennsylvania - Two Parent Families Fiscal Year to which credit applies: 2008 PART 2 Estimate of Caseload Reduction Credit Impact of All Changes Exclusion of Interest Income 0 Exclusion of Tax Refunds 0 Adding back in Separate State Progam family not counted toward MOE Caseload Reduction Calculation FY 2005 TANF Caseload 5,009 FY 2005 SSP Caseload 0 Total FY 2005 Caseload 5,009 FY 2007 TANF Caseload 282 FY 2007 SSP Caseload 0 Total FY 2007 Caseload 282 Actual Decline 4, % Decline Net Impact 2,107 Caseload Reduction Credit = 42.1% Net Impact -2,620 Page 8 of 9

9 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. Further, I certify that this report incorporates all reductions in the caseload resulting from State eligibility changes and changes in Federal requirements since Fiscal Year (signature) Shawn S. Kepner (name) Acting Director, Bureau of Program Support (title) Page 9 of 9