Bill Text: CA SB333 | 2023-2024 | Regular Session | Introduced
NOTE: There are more recent revisions of this legislation. Read Latest Draft
Bill Title: Homeless pupils: California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program.
Spectrum: Partisan Bill (Democrat 7-0)
Status: (Engrossed - Dead) 2024-08-15 - August 15 hearing: Held in committee and under submission. [SB333 Detail]
Download: California-2023-SB333-Introduced.html
Bill Title: Homeless pupils: California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program.
Spectrum: Partisan Bill (Democrat 7-0)
Status: (Engrossed - Dead) 2024-08-15 - August 15 hearing: Held in committee and under submission. [SB333 Detail]
Download: California-2023-SB333-Introduced.html
CALIFORNIA LEGISLATURE—
2023–2024 REGULAR SESSION
Senate Bill
No. 333
| Introduced by Senator Cortese (Coauthor: Senator Ashby) (Coauthors: Assembly Members Haney, Lee, Low, and Pellerin) |
February 07, 2023 |
An act to add and repeal Sections 48851.7 and 69508.7 of the Education Code, to add and repeal Section 17141.6 of the Revenue and Taxation Code, and to add and repeal Section 10007 of, and to add and repeal Chapter 9 (commencing with Section 8280) of Division 8 of, the Welfare and Institutions Code, relating to homeless pupils.
LEGISLATIVE COUNSEL'S DIGEST
SB 333, as introduced, Cortese.
Homeless pupils: California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program.
(1) Existing law establishes various programs to provide assistance to homeless youth, including, among others, homeless youth emergency service pilot projects and the Runaway Youth and Families in Crisis Projects.
This bill, until August 1, 2025, and subject to an appropriation by the Legislature for this purpose, would require the State Department of Social Services to establish the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program. The program would award public school pupils who are in grade 12 and are homeless children or youths, as defined, a guaranteed income of $1,000 each month for 5 months from April 1, 2024, to August 1, 2024, inclusive, as provided. The bill would establish the California SOAR Guaranteed Income Fund as the initial depository of all moneys appropriated,
donated, or otherwise received for the program, and upon appropriation by the Legislature, would provide moneys in the fund to eligible participants. Under the bill, the award would not be considered financial aid or income for financial aid or other purposes and would not negatively impact the award recipient’s eligibility for future financial aid.
(2) Existing federal law, The McKinney-Vento Homeless Assistance Act, provides grants to states to carry out activities relating to the education of homeless children and youths, as defined, including, among others, providing services and activities to improve the identification of homeless children and youths and to enable them to enroll in and succeed in school. Existing law requires local educational agency liaisons, as defined, to ensure that homeless children and youths are identified by school personnel through outreach and coordination activities, as specified.
This bill would require local educational agency liaisons to identify eligible participants for purposes of assisting the State Department of Social Services in distributing entitled awards under the California SOAR Guaranteed Income Program.
By imposing additional duties on local educational agency liaisons, the bill would impose a state-mandated local program.
(2) Existing law, beginning on or after January 1, 2015, in modified conformity with federal income tax law, allows an earned income tax credit, the California Earned Income Tax Credit, against personal income tax. The Personal Income Tax Law also allows, for each taxable year beginning on or after January 1, 2019, a young child tax credit against the taxes imposed under that law.
This bill, for the taxable year beginning on January 1, 2024, would exclude from
gross income, for purposes of the personal income tax, any amount received as an award pursuant to the California SOAR Guaranteed Income Program. The bill, for the taxable year beginning on January 1, 2024, would additionally provide that the amount awarded is not earned income for purposes of eligibility for the California Earned Income Tax Credit or the young child tax credit.
(3) Existing law establishes various public social services programs to provide eligible recipients with certain benefits, including, but not limited to, cash assistance under the California Work Opportunity and Responsibility to Kids (CalWORKs) program, nutrition assistance under the CalFresh program, and health care services under the Medi-Cal program. Under existing law, those programs, among others, are in part federally funded and governed by federal eligibility criteria, including specified income or resource limits.
This
bill would prohibit any award received by a student through the California SOAR Guaranteed Income Program from being considered income or resources for purposes of determining the student’s, or any member of their household’s, eligibility for benefits or assistance, or the amount or extent of benefits or assistance, under any state or local means-tested program, including certain public social services programs. The bill would condition implementation of this provision on not conflicting with federal law, or receipt of any necessary federal waivers or exemptions and the availability of any applicable federal financial participation, as specified.
This bill would require the State Department of Social Services, in consultation with stakeholders and the Legislature, to identify the CalWORKs, CalFresh, and Medi-Cal programs and any other state program that implements a federal means-tested program and that would require an exemption or waiver. The bill would require a
state department or agency that administers a program identified by the State Department of Social Services or by the department or agency itself, to approve an exemption or waiver or to seek one from the federal government. If the state fails to receive the necessary federal exemption or waiver, the bill would authorize the State Department of Social Services to consider alternatives to prevent adverse consequences for California SOAR Guaranteed Income Program participants.
(4) This bill would make these provisions inoperative on July 1, 2027, and would repeal them as of January 1, 2028.
(5) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.
Digest Key
Vote: MAJORITY Appropriation: NO Fiscal Committee: YES Local Program: YESBill Text
The people of the State of California do enact as follows:
SECTION 1.
Section 48851.7 is added to the Education Code, to read:48851.7.
(a) As used in this section, “liaison” means a local educational agency liaison for homeless children and youths and unaccompanied youths designated pursuant to Section 11432(g)(1)(J)(ii) of Title 42 of the United States Code.(b) A liaison shall identify pupils that meet the definition of eligible participant for the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program established pursuant to Chapter 9 (commencing with Section 8280) of Division 8 of the Welfare and Institutions Code, for purposes of assisting the State Department of Social Services in distributing awards entitled under the California SOAR Guaranteed Income Program.
(c) This
section shall become inoperative on July 1, 2027, and, as of January 1, 2028, is repealed.
SEC. 2.
Section 69508.7 is added to the Education Code, to read:69508.7.
(a) An amount received by an individual as an award through the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program established pursuant to Chapter 9 (commencing with Section 8280) of Division 8 of the Welfare and Institutions Code shall not be considered financial aid or income for financial aid or other purposes and shall not negatively impact the award recipient’s eligibility for future financial aid. A financial aid administrator for an institution of higher education is highly encouraged to exercise the discretion described in Section 479A of the federal Higher Education Act of 1965, as amended (20 U.S.C. 1001 et seq.), to exclude as income the amount received through the California SOAR Guaranteed Income Program when calculating an award recipient’s financial aid package for the affected academic year.(b) This section shall become inoperative on July 1, 2027, and, as of January 1, 2028, is repealed.
SEC. 3.
Section 17141.6 is added to the Revenue and Taxation Code, to read:17141.6.
(a) For the taxable year beginning on January 1, 2024, gross income does not include any amount received as an award pursuant to the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program established pursuant to Chapter 9 (commencing with Section 8280) of Division 8 of the Welfare and Institutions Code.(b) For the taxable year beginning on January 1, 2024, any amount received as an award pursuant to the California SOAR Guaranteed Income Program established pursuant to Chapter 9 (commencing with Section 8280) of Division 8 of the Welfare and Institutions Code shall not be considered earned income for purposes of eligibility for the California Earned Income Tax Credit pursuant to Section 17052 or the young
child tax credit pursuant to Section 17052.1.
(c) This section shall become inoperative on July 1, 2027, and, as of January 1, 2028, is repealed.
SEC. 4.
Chapter 9 (commencing with Section 8280) is added to Division 8 of the Welfare and Institutions Code, to read:CHAPTER 9. California SOAR Guaranteed Income Program
8280.
This chapter shall be known, and may be cited, as the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program.8281.
As used in this chapter, the following definitions apply:(a) “Award” means guaranteed income provided to an eligible participant for five months pursuant to this chapter.
(b) “Department” means the State Department of Social Services.
(c) “Eligible participant” means a public school pupil who is in grade 12 and is a homeless child or youth, as defined in subsection (2) of Section 725 of the federal McKinney-Vento Homeless Assistance Act (42 U.S.C. Sec. 11434a(2)).
(d) “Fund” means the California SOAR Guaranteed Income Fund established pursuant to this chapter.
(e) “Guaranteed income” means unconditional monetary payments issued monthly with the intention of ensuring the economic security of recipients.
(f) “Program” means the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program established pursuant to this chapter.
8282.
(a) (1) Subject to an appropriation by the Legislature for purposes of this chapter, the department shall establish the California SOAR Guaranteed Income Program. Under the program, an eligible participant shall receive a guaranteed income of one thousand dollars ($1,000) each month from April 1, 2024, to August 1, 2024, inclusive, with payments made on April 1, 2024, May 1, 2024, June 1, 2024, July 1, 2024, and August 1, 2024. The program may be extended by statute or by the department.(2) The department shall work with the State Department of Education to distribute awards to eligible participants.
(b) The California SOAR Guaranteed Income Fund is hereby
established as the initial depository of all moneys appropriated, donated, or otherwise received for the program. Upon appropriation by the Legislature, the department shall distribute moneys in the fund to eligible participants in accordance with this chapter. The department shall administer the fund.
(c) For purposes of administering the program, the department may accept in-kind contributions, including, but not limited to, financial mentorship services for participants.
8283.
The department shall work with at least one independent, research-based institution to identify existing, and establish new, program outcome measurements. These measurements shall inform an evaluation report. The department shall submit the evaluation report to the Legislature, pursuant to Section 9795 of the Government Code, upon the conclusion of the program. The evaluation report shall include educational and economic security outcomes for award recipients, models used, and measures specific to the objectives of the program. Notwithstanding any other law, the department may accept and, upon appropriation, expend funds from nongovernment sources for purposes of preparing the evaluation report, a longitudinal study of the program that is in addition to the report, or both.8284.
(a) Notwithstanding any other law, any amount received by an individual as an award through the program shall not be considered income or resources for purposes of determining the individual’s, or any member of their household’s, eligibility for benefits or assistance, or the amount or extent of benefits or assistance, under any state or local means-tested program. With respect to a state or local program, this subdivision shall be implemented only to the extent that it does not conflict with federal law relating to that program, or to the extent that any necessary waivers or exemptions are obtained pursuant to subdivision (b) and that federal financial participation, if applicable, is available and is not otherwise jeopardized.(b) The
department, in consultation with stakeholders and the Legislature, shall identify the California Work Opportunity and Responsibility to Kids (CalWORKs) program, the CalFresh program, the Medi-Cal program, and any other state program that implements a federal means-tested program and that would require an exemption or waiver in order for an award described in subdivision (a) to be excluded from consideration as income or resources for purposes of the federal program. Notwithstanding any other law, a state department or agency that administers a program identified by the department or that the state department or agency itself identifies shall, if possible, approve an exemption or waiver, or provide any other authority deemed necessary by the state department or agency, to exclude the award from consideration as income or resources for purposes of the federal program, or, if the state department or agency does not have that authority, shall seek a federal waiver or exemption. The state’s failure to be granted
a federal exemption or waiver, as described in this subdivision, shall not affect the ability of the department to administer the California SOAR Guaranteed Income Program, and the department may consider alternatives to prevent adverse consequences for participants, in consultation with the Legislature and stakeholders.
8285.
The department shall be responsible for promulgating rules and regulations governing the administration of the program and fund.8286.
This chapter shall become inoperative on July 1, 2027, and, as of January 1, 2028, is repealed.SEC. 5.
Section 10007 is added to the Welfare and Institutions Code, to read:10007.
(a) Subject to the limitations and conditions described in Section 8284, any amount received by an individual as an award through the California SOAR Guaranteed Income Program established pursuant to Chapter 9 (commencing with Section 8280) of Division 8 shall not be considered income or resources for purposes of determining the individual’s, or any member of their household’s, eligibility for benefits or assistance, or the amount or extent of benefits or assistance, under a state or local means-tested public social services program described in this division.(b) This section shall become inoperative on July 1, 2027, and, as of January 1, 2028, is repealed.
