MEMORANDUM

TO: City Council

FROM: David J. Deutsch City Manager

SUBJECT: Senior Citizen Rental Assistance

DATE: June 12, 2014

Attached please find an analysis prepared by City staff pertaining to senior citizen rental assistance. Staff will present this report at your meeting on June 16th. After this presentation, staff will respond to questions from City Council.

DJD/JLF/asf

Attachment

City of Bowie

Senior Citizen Rental Assistance Report

City Manager's Office Office of Grant Development & Administration

Department of Community Services Senior Center

June 2014 Senior Citizen Rental Assistance Report

Background

In November 2014, three requests were made of the Bowie City Council by entities representing senior citizens concerned with the ability of seniors to afford their rent and their inability to absorb rent increases in all rental properties in the City:

I. Legislative action to establish rent equity and stabilization controls for senior housing facilities in the municipality of Bowie in Prince George's County (Evergreen/Willows Task Force)

2. Request for local government the City of Bowie to consider ways in which it might be able to assist us (senior citizens) with our housing needs (Pin Oak Village).

3. Legislative assistance in reactivating rent control for the senior/disabled citizens of Bowie/Prince George's County (American Senior/Disabled Citizens of Bowie/Prince George's County).

All of the requests and proposals ask the City to impose restrictions on property owners' ability to raise rents and/or to create laws to cap rents at fixed levels based on the occupant's age and income. The requests cite the need for "checks and balances on rental and lease increases"," if not rent stabilization, some sort of voucher program based on incomes", and "for the reactivation oflegislation for rent control in Prince George's County, Maryland in order to help combat the ongoing urgent concerns of hardship (and sometimes homelessness) which stem from unfair unstable and ever increasing rent increases ... "

In December 2012, the MD State Legislature received a report authorized by House Bill991 entitled, "Renovation and Repair Needs of Senior Homeowners Task Force Report". The mission of the Task Force was as follows:

SECTION 1. BE IT ENACTED BY THE GENERAL ASSEMBLY OF MARYLAND, That: (a) The Department of Housing and Community Development, with the assistance of the Department of Aging, the Department of Health and Mental Hygiene, and the Department of Human Resources, shall create a task force to study methods for:

(1) identifying, on a statewide basis, seniors of limited income who own and occupy single­ family homes; (2) identifying census tracts with high concentrations of senior homeowners; {3) understanding the needs of low-income seniors living in their own homes regarding: (i) home repairs; (ii) safety; and (iii) energy savings (4) addressing the impact of high concentrations of low-income senior homeowners on neighborhood stability and preservation;

2 Senior Citizen Rental Assistance Report

(5) identifying existing and new public resources on the federal, State, and local levels to assist low-income and limited-income senior homeowners with home renovation and repairs; and (6) identifying the challenges for low-income and limited-income senior homeowners in accessing public resources. (b) The task force shall consult with and enlist the participation of a wide range of stakeholders, including representatives of: (1) local housing agencies; (2) nonprofit organizations that address housing issues for seniors; (3) organizations that assist seniors with financial literacy; (4) financial institutions; (5) contractors; and (6) architects. (c) On or before December 31, 2012, the Department of Housing and Community Development shall report on the findings of the task force to the Governor and, in accordance with§ 2-1246 of the State Government Article, the General Assembly.

While this report focused on "senior homeowners", it provided some interesting insights on the "senior population" in the State:

Seventy-six million American children were born between 1945 and 1964, representing a group that is remarkable simply by its sheer size alone. Commonly known in popular culture as the "baby boom" generation, this cohort was the wealthiest, most active, and healthiest age group in American history up to that time. As a result of their vitality and prosperity, "boomers" reaped the peak benefits of post-war America economy with abundant levels of food, affordable consumer goods and educational opportunities. They set the high watermark of achieving the "American Dream" • 69% of this generation became homeowners. As they now reach their retirement years, boomers are now swelling the ranks of senior Americans in numbers never previously experienced. We know this was coming, but are we prepared?

A significant attribute of the baby boom and it successor generations is that, thanks to advances in medicine and technology, older men and women are living much longer. While longevity is generally regarded as a positive attribute, it also means a greater population of older adults functioning with disabilities for longer periods of time. One-quarter of older households age 65-74 include someone with a disability, the proportion climbs to nearly two-thirds among households with a member 85 or older. Based on data provided by the Maryland Department of Housing and Community Development ((DHCD), the Maryland Department of Planning (MDP) and the Center for Housing Policy (CHP), statistics provide a stark profile of the challenge confronting the State of Maryland and communities across the nation to meet the demand of programs and services.

By 2050, the population ofindividuals across the United States aged 65 or older will increase 120 percent from 40 million to more than 88 million. In other words, one in every five Americans will be at least 65 years of age. The numbers of citizens aged 85 or older will more than triple over the same period to 19 million. The demand for housing that can safely accommodate current and future seniors will increase sharply, !fit hasn't already started, and the need for services to help older adults "age in place" will only multiply exponentially.

3 Senior Citizen Rental Assistance Report

Consistent with national trends, the number of older Maryland residents - ages 65 and older representing a segment of the baby boomer population - will also increase dramatically by 2020. While many of the state's older adults will prefer to age In place and eventually add a large number of housing units onto the market over time, the sheer number of baby boomers in Maryland will also create a significant need for additional smaller size units and alternative living arrangements such as assisted living, nursing homes, and accessory apartments in order to accommodate growth.

According to a 2012 Harvard University study on the State of the Nation's Housing, adults over age 65 are almost eight times less likely to move in a given year than younger adults in their 20s. A survey by AARP found that nine out often older households express a desire to stay in their homes "as long as possible." The reasons most cited: a love of the current home or neighborhood, familiar surroundings; a lack of affordable, convenient, or attractive options; and a desire to remain independent Reluctance to move is particularly true for those who own their home. Older adults almost universally say they prefer to age in their current homes but many lack access to the services needed to ensure this outcome. A significant population increase among older adults nationwide and in Maryland would suggests a need for smaller size units or alternative living arrangements such as assisted living. nursing homes, and accessory apartment construction. Consequently, some of the oldest adults do opt to move to multifamily housing developments that provide extra assistance to help residents live independently. However, the supply of these types of housing is unlikely to keep pace with burgeoning demand, and these options are often too expensive for low-, moderate-, and middle-income households.

The financial security of older adults is likely to decline with age as reflected In rising poverty rates. Unfortunately, household cost burdens tend to increase with age as property taxes, maintenance, and utility costs all are likely only to rise over time for older homeowners. Older adults generally spend more than half their income on housing than younger adults. One in four households with resident of 85 years or older pay at least half of their fixed income on housing, as compared with about one in five households aged 65-7 4 and about one in six households with even younger occupants. These spending patterns were already established prior to the housing market's sharp downturn in 2007 and the broader "Great Recession" of 2008 that even further reduced the home equity and retirement savings of older homeowners.

As a result of the Great Recession, difficult and austere policy decisions have dominated the previous four years in Washington. At the same time, a primary focus was placed understandably on the rising healthcare costs of all Americans including an aging population but neglected to address the housing needs of the same people. Core federal initiatives such as the Community Development Block Grant (CDBG) and HOME funds which predominately finance the construction and rehab of multi-family buildings and communities were cut. CDBG and HOME funds were cut 25% and almost 40% respectively between FY 2011 and FY 2012 on top of earlier cuts from FY 2010. These drastic cuts have been felt across the entire State, with CDBG funds decreased from $59 million in F¥10 to $42.4 million in FY12 and HOME from $25.5 million in 2010 to $12.9 million in 2012. Further cuts are threatened in the 113th United States Congress. Even before these funding reductions, federally subsidized rental programs meet the needs of only about one in four eligible households regardless of age. In light of these fiscal limitations, not enough rental and multi-family units can be constructed to meet the coming demand for supportive housing for seniors.

4 Senior Citizen Rental Assistance Report

In summary, the number of older adults is rising but the available federal funding for housing subsidies is not keeping pace with demand. As federal funding levels for the construction or rehab of senior housing becomes increasingly unreliable, states and local governments should look to alternative policies to meet the needs of an aging population. These alternative policies fall into two general categories: policies to support aging in place and policies to expand housing choice. The first category involves some form of government subsidy whether it is loans or grants that will help ensure that older adults with low and moderate incomes have the access to resources to modif'y their existing home. The latter proposes regulatory strategies. For example, localities may consider adopting more flexible zoning policies and aggressively enforcing existing laws and requirements such as the Fair Housing Act and Americans with Disabilities Act to encourage the privately financed housing market to develop a range of housing choices including accessory dwelling units (I.e., "granny flats" or "pods"), high-density rental developments, assisted living residences, continuing care retirement communities, and congregate housing. The refinement and implementation of these and other options would be enhanced by strengthening collaboration not only between agencies at the federal, state and local levels but also foster public private partnerships between government and for-profit and non-profit sectors.

In an earlier report the Maryland Department of Health and Mental Hygiene (DHMH) cited its collaborative efforts (Mental Hygiene Administration and the Developmental Disabilities Administration) with the Department of Aging and the Department of Housing and Community Development (DHCD) to address the multiple issues associated with a "priority population" for housing opportunities). Because the numbers are so large (mental illness, developmental disabilities in crisis; i.e. homeless or immediately at risk of becoming homeless, and those living in nursing homes) prioritizing populations became a necessity. In response to the high need for housing, DHCD amended its Partnership Rental Housing Program to integrate more units restricted for occupancy to the disabled among their apartment complexes. DHCD does through Low Income Housing Tax Credits (LIHTC) resources and other housing financing programs, yet even these rents are not affordable to persons whose only income is SSI.

The Maryland Department of Aging has primary responsibility for looking after the needs of the elderly and the frail elderly in Maryland. By 2020, they project the elderly to comprise 23% of the State's population. Because many are expected to live into their mid-eighties and beyond, "where they are statistically more likely to outlive their resources and suffer from multiple chronic illnesses", the challenges of affordable accommodations and healthcare will be significant.

5 Senior Citizen Rental Assistance Report

Seniors in the City of Bowie

Based on an analysis by Mullin & Lonergan for the City's 2014-2018 Consolidated Plan filing with the U.S. Department of Housing and Urban Development, the following is instructive:

Demographic indicators are essential to understanding a community's housing needs. In Bowie, the growth of elderly households has necessitated increased elderly services in the City; however, other populations, while not growing as quickly, make up larger portions of the City's population. The charts below show that the four oldest age groups (ages 55 and older) are projected to grow the fastest between 2011 and 2018. The age group 85 and older is increasing fastest at 78% during that time period. Despite quick growth in the senior age group, however, those age 55 and over only make up 21.1% of Bowie's population in 2011 and will only make up 29.4% in 2018. Middle-aged residents (age 25-54) meanwhile, while shrinking in population, will still make up almost 40% of the City's population in 2018. The growth of the elderly population in Bowie means the need for elderly services will continue to increase. Conversely, the shrinking of the middle-age population may be a result of the lack of affordable housing options for younger families without long-established income and wealth. The fastest decrease in population is in the age group 25-44, a group with many young families who are unable to find adequate, affordable housing within the City. Stakeholder interviews confirmed that young families are unable to find affordable options within Bowie, even with modest incomes.

Bowie's elderly population (i.e., persons 65 years and older) is growing faster than those of either Prince George's Co. or the State of Maryland. Between 1990 and 2000 Bowie's elderly population grew 97%; this was four times faster than the 23% growth in elderly population in Prince George's County's, and six times faster than the State of Maryland's 11% growth. In the year 2000, the overall ratio of older persons living in Bowie to the total population was 9%. This elderly population ratio was close to that of Prince George's County's older population of 8%, and slightly less than the State of Maryland's 11%.

The growth of the elderly population in Bowie will likely increase market demand for affordable rental housing. Currently, Bowie has 1,881 multifamily apartments units, only 445 of which are senior designated apartments. The anticipated growth of the elderly population indicates a need to assess ways of meeting the demand for decent affordable rental housing for the elderly so that as persons age they will have greater housing choices so that they can remain in the city.

The majority of the elderly cost burdened households (113) are extremely low-income earning less than 30% of the median household income for the metropolitan area. In addition there are approximately 334 non-elderly low-income households in need of housing.

To meet this need the City of Bowie would need to provide housing financial assistance to a minimum of 208 very low-income elderly households, 332 very-low Income small-related non­ elderly households, and 334 large and other unrelated households. Housing assistance could take various forms including renovating and/or refinancing existing housing, providing rental

6 Senior Citizen Rental Assistance Report financial assistance to tenants, the provision of home purchase down payment assistance to low-income homebuyers, and the construction of new affordable housing (both rental and homeownership).

With the increasing population, there will be continued demand for additional housing. The changing demographics and stakeholder input shows a continued need for elderly housing, affordable elderly housing, and programs that allow seniors to age in place. As home values continue to rise, it is making it harder for seniors and especially seniors on fixed incomes to remain in their homes. There are not enough affordable elderly units or units of a small enough size to allow senior citizens to manage their homes or to downsize into smaller units.

The National Low Income Housing Coalition provides annual information on the Fair Market Rent {FMR) and affordability of rental housing in counties and select cities in the U.S. for 2012. In Prince George's County, the FMR for a two-bedroom apartment is $1,506. In order to afford this level of rent and utilities without paying more than 30% of income on housing, a household must earn $5,020 monthly or $60,240 annually. Assuming a 40-hour work week, 52 weeks per year, the level of income translates into a Housing Wage of $28.96.

The availability of sufficient housing for low-income households is limited. This is reflected by U.S. Census data and discussions with affordable housing advocates. As stated earlier, the number of apartments renting for less than $500 decreased by 63.2% between 2000 and 2011 (not accounting for inflation). The U.S. Census indicator comparing median contract rent from 2000 to 2010 shows a 20.4% increase, adjusted for inflation. Not only did Bowie experience a decrease in total rental units, it also saw the entirety of that decrease come in the most affordable rental units. While units renting for under $1,000 in 2000 accounted for more than 60% of all rental units, by 2011 these more affordable units accounted for less than 8% of rentals.

Rental Housing Options for Seniors in Bowie

While there are rental units that are available to anyone in communities such as Archstone Governor's Green Apartments, Heather Ridge Apartments, Harmony Place, and Meridian @ Bowie Town Center, the units that are more reasonably priced are at Bowie Commons (36 units), Pin Oak Village Senior Apartments (220 units), Willows (78 units), Evergreen Senior Apartments (11 0 units), and Somerset Park ( 60 units). Several senior units were developed using LIHTC and have covenants which restrict rent increases to those approved by HUD and/or MD DHCD. Monthly rents vary from a low of$150- $600 at one facility to a high of$1,185- $1,799 per month at another.

As cited above, Bowie has 1,881 multifamily apartments units, only 445 of which are senior designated apartments. It is also noted that due to the large number of very low-income seniors, any rental assistance would have to consider at least 208 elderly households. I believe that this number is low and the population has increased significantly during the past 12-24 months. This increase is probably due to increases in other costs such as

7 Senior Citizen Rental Assistance Report medicine, food, transportation, etc. Any program designed to assist seniors renters would have to include those in senior designated units and those in other units as well.

Housing Resource Assistance for Renters

There are several Emergency Assistance Programs in the State and County for individuals and families that are accessible on a "One Time Only" basis. There are no programs that provide "on-going/monthly" assistance for individuals or families having problems meeting their financial obligations, including rent. The following agencies provide emergency assistance, either directly of through non profit affiliates:

MD Department of Housing and Community Development MD Department of Health and Mental Hygiene MD Department of Aging MD Department of Human Resources

County

PGC Department of Housing and Community Development PGC Department of Social Services PGC Department of Family Services

City of Bowie

Food Pantry Churches

We have not been able to identify any county or local government in the State that provides on-going rental assistance. In discussions with the several offices within the MD Department of Housing and Community Development, the constant refrain was the "limited resources" available to even begin to tackle such a large scale problem as renters having problems paying their rent. They also referred to the size of the government bureaucracy required to handle the intake, verification, processing, and distribution of funds to such a large group.

All federal programs that provide funds to States and counties for rental property development subsidize the cost of development in exchange for occupancy by targeted populations at specific price (rent) levels. These rents are also subject to increases based on specific requirements and approval procedures. The federal programs that assist individuals and families on an on-going basis with financial resources are entitlement programs such as Social Security, Medicare and Medicaid. The scale and scope of such assistance requires a significant administrative budget.

8 Senior Citizen Rental Assistance Report

Appendices attached to this report contain information on several programs that provide a variety of assistance to individuals, homeowners, renters, and the homeless.

City of Bowie CDBG Funds

The City receives approximately $170,000 per year; which is dependent on HUD budget Allocations as approved by Congress. According to CDBG rules, the funds can be used for "Interim Assistance" not "Permanent Rental Assistance". Under the" Public Services" eligible activities rules:

Public Services Welfare services (excluding income payments); CDBG funds may be used to pay for labor, supplies, and material as well as to operate and/or maintain the portion of a facility in which the public service is located. This includes the lease of a facility, equipment, and other property needed for the public service. To utilize CDBG funds for a public service, the service must be either: A new service; or A quantifiable increase in the level of an existing service which has been provided by the grantee or another entity on its behalf through State or local government funds in the 12 months preceding the submission of the grantee's Consolidated Plan Annual Action Plan to HUD. An exception to this requirement may be made if HUD determines that any decrease in the level of a service was the result of events not within the control of the local government. This provision was put into place to ensure that localities did not use CDBG funds to replace local or state monies to fund essential services typically offered by the local government entity. Specifically, the public services provision applies in the following manner: If a service is new, it may be funded. If a service is existing, determine whether it was provided by or on behalf of the unit of local government with local or state funding. If it was not provided by or on behalf of the local government with funding from the local government, it may be funded, If it was provided by or on behalf of the local government with funding from the local government, grantees must determine whether the proposed service will be a quantifiable increase in the level of service. If it can be documented that the service is a quantifiable increase in the level of service, it may be funded. The regulations do not prohibit a grantee from continuing to provide funding to a CDBG-funded public service at the same or decreased level in subsequent program years.

9 Senior Citizen Rental Assistance Report

7.1.2 Ineligible Public Service Activities

The provision of "income payments" is an ineligible CDBG activity if these payments are provided as a grant. Income payments are payments to an individual or family, which are used to provide basic services such as food, shelter (including payment for rent, mortgage, and/or utilities) or clothing. However, such expenditures are eligible under the following conditions: The income payments do not exceed three consecutive months; and The payments are made directly to the provider of such services on behalf of an individual or family. Income payments that are provided as a loan are permissible within the public services cap. Political activities are ineligible.

This provision within the rule allows for an interim and temporary basis and cannot serve as an on-going supplement for rental assistance to any individual or family.

If the City decides to pursue this approach as an "interim/emergency/temporary" use of CDBG funds for seniors, it would have to undergo a process which will take approximately nine (9) months to prepare a "Substantial Amendment" to its current Consolidated Plan and file this amendment with a new Action Plan requesting HUD's approval of the justification for such a major shift in policy and programs.

As cited above, the Mullin & Lonergan report cites "a minimum of 208 very low-income elderly households" in the City who earn less than 30% of the median household income for the metropolitan area. Assuming that only half of these are renters, a one-time emergency rental assistance payment of $1,200 (most are in arrears more than two months when they seek assistance) would be $126,800. On an annual basis this payment would be $1,521,600. It is our estimate that the number of seniors who would seek such assistance is 2-3 times this number and the amount would be 2-3 times this level also.

Given the small level of the City's CDBG allocation and the requirement to hire additional staff to administer such a program, this does not appear to be a viable option or prudent course of action to address the issues cited above.

10 Senior Citizen Rental Assistance Report

Rent Control

The matter of rent control raises many policy, legal, statutory, and regulatory issues. While it may be determined that the City has the "authority" to enact the provisions of such a measure, it is also clear that there are several major hurdles which it must overcome to justify such a move. One hurdle is the City's requirement to "guarantee" a just and reasonable rate of return to landlords/lessors on their investments under any proposal adopted by Council.

Second, the City would have to prove that seniors renting in the City of Bowie experience increases in rents at a level higher (i.e. are more excessive and unreasonable) than those in other cities in Prince George's County and/or the State.

Third, there are many seniors in non senior-designated properties who also pay rent and must be added to the population of potential recipients of such assistance. The analysis of the justification and potential impact of rent control legislation must also include this group.

Fourth, the City would have to undertake an analysis of the difference between the seniors presumed to be eligible in certain housing facilities versus other senior residents who have similar economic conditions affecting their ability to satisfy their financial obligations.

Fifth, an analysis of the deleterious effect or impact on investment in future property development projects in the City must also be undertaken. Major initiatives currently under consideration may not be deemed to be financially viable under a rent control paradigm. The process of pursuing such an ordinance may produce major legal challenges from several groups.

The analyses required to answer the questions raised above require experts and are beyond staff's ability to address. The City would have to hire a consultant to provide this analysis.

Conclusions

It is well documented that many residents of the City have financial challenges, many which have been exacerbated by the economic conditions affecting the country for the past several years. It is also known that those on fixed incomes are experiencing even greater hardships as of all goods and services increase while their incomes remain constant. Senior citizens are a major component of these populations and we must continue to provide assistance where we can.

Currently, we do not believe the City's CDBG funding is a viable mechanism to address this problem due to its small funding allocation and the attendant increase in staff and administrative support to comply with the federal regulations inherent in its implementation. The intake, processing, verification of income/financial

11 Senior Citizen Rental Assistance Report condition/correlation of rent to other personal costs and assets, and statutory reporting and audit provisions of this federal program are too extensive for this application.

The matter of rent control, or a rent moratorium, has the potential to create a considerably negative impact on the City, its residents, and the local economy. It would act as a major deterrent to any residential rental property in the City and could lead to disinvestment in existing properties. Attached is a memorandum produced by the City Attorney (March 28, 2012) which states that the City, under existing powers, could enact a rent control program but should be mindful of the standards, potential challenges, and the fact/data­ based analysis which must be promulgated in support of such a policy. Also, attached is a memorandum to Council (February 7, 2014), which states in part:

Should this he a rent control program or some type of financial assistance program given directly to program participants?

On May 8, 2007 the Task Force to Study Rent Stabilization in Prince George's County was created by House Bi11627. The task force issued its report on November 1, 2007. This task force undertook a comprehensive evaluation of rent stabilization in Prince George's County. Regarding rent stabilization the report concluded that "Experience has proven over and over again that rent control does not work. It does not solve the problem ofbousing shortages and rising costs."

Among the negatives cited in this report regarding rent stabilization programs were the following:

• Rent control promotes a reluctance of lending institutions to lend monies to those wishing to invest in rental housing

• Rent control stifles new construction of rental housing, which may eventually meet or surpass present rental demand lowering rents

• Rent control lowers the rental property value, resulting in lower government Revenues

• Rent control causes abandonment of rental properties, deferred maintenance, deterioration or conversion to condominiums

• Rent control is difficult and expensive to administer

• Rent control lowers the quality of housing

• Rent control drives out affordable housing

• Rent control creates a shortage of housing

The report suggested the following alternatives to rent stabilization:

• Subsidizing housing for those meeting means tested criteria.

12 Senior Citizen Rental Assistance Report

• Offer direct financial assistance to needy renters. This "demand-side" strategy is already in place through proven Federal and state programs.

All of these factors are also a concern to the City and present serious hurdles to be overcome which would not achieve the initiative's goals.

Recommendations

Staff recommends that Council not pursue a rent control program and that a program to provide cash assistance to seniors to meet rental obligations is cost prohibitive. While other federal, state, and county programs with much larger budgets provide some of the assistance requested, there is no program that provides this type of assistance on a monthly basis for seniors.

13 Senior Citizen Rental Assistance Report

APPENDICIES

APPENDIX!

CITY OF BOWIE RESOURCES

APPENDIX II

PRINCE GEORGES COUNTY RESOURCES

APPENDIX III

STATE OF MARYLAND RESOURCES

APPENDIX IV

VETERANS MEANS TEST DATA FORM

APPENDIXV

MARYLAND LEGISLATURE 2014 SESSION (HOUSE BILL 453)

APPENDIX VI

STRATEGIC REGIONAL PLANNING DISCUSSION ON AFFORDABLE HOUSING

APPENDIX VII

MEMO TO COUNCIL, FEBRUARY 7, 2014

APPENDIX VIII

CITY ATTORNEY MEMO, MARCH 28,2012

14 Senior Citizen Rental Assistance Report

APPENDIX I

CITY OF BOWIE RESOURCES The Bowie Interfaith Pantry and Emergency Aid Fund - Home Page I of 3

The Bowie Interfaith Pantry and Emergency Aid Fund

2614 Kenhill Drive Suite 134 Bowie, MD 20715 ph: 301-262-6765 bowiefoodpan trv :(l gmai !.com

• f lome • Services • j low vuu can help • What w~ distribute • Monthlv Newsletter • Photos • Contact Us Home

PANTRY CLOSED: Monday, May 26,2014

Tuesday, May 27,2014: Pantry OPEN 6-7pm

Our Mission

We are a community-based social services program providing emergency food and financial assistance to those in Bowie and Prince George's County, who are experiencing need- without regard to race, creed or gender. If we are unable to meet the needs we will make referrals to others who may be able to provide the needed assistance.

To serve with respect, dignity and without discrimination those in need in our community by providing food, financial assistance and other resource referrals.

IMPORTANT NOTICE: NEW LOCATION

2614 Kenhill Drive, Suite 134

(Kenhill Center)

(Drive around back and park; enter through blue building- NO ENTRY THROUGH MAIN BUILDING)

httn :/ /bowiefoodnantrv .orf!./ 6/8/2014 The Bowie Interfaith Pantry and Emergency Aid Fund- Home Page 2 of3

HOURS

Monday, Wednesday, Friday 9-llam

2nd & 4th Tuesday of each month 6-7pm

(Tuesday, May 27, .June 10, .June 24)

Please Note: New clients need to arrive 30 minutes before close; returning clients 15 minutes before close

IF Prince George's County Schools are CLOSED due to weather, the pantry will be CLOSED; if schools are delayed we will be open from 10-/2noon

LOCATION/MAILING ADDRESS

2614 Kenhill Drive, Suite 134

Bowie, MD 20715

Please Note: We are located in the blue building behind Kenhill Center. Park in the back parking lot and enter through blue building.

I N T BowiE PANTRY EMERGENCY AID FUND A I T H

Copyright 2012 The Bowie Interfaith Pantry and Emergency Aid Fund. All rights reserved.

Web 1/ostin<> bv Yahoo'

2614 Kenhill Drive Suite 134 Bowie, MD 20715 http://bowiefoodpantrv .org/ 11n '"""' • A The Bowie Interfaith Pantry and Emergency Aid Fund - Home Page 3 of3

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h/R/?1) 14 The Bowie Interfaith Pantry and Emergency Aid Fund - Services Page I of2

The Bowie Interfaith Pantry and Emergency Aid Fund

2614 Kenhill Drive Suite 134 Bowie, MD 20715 ph: 301-262-6765 bowiefoodpantrvr7Dgtnail.com

• 1lome • Services • I low vou can help • What we distribute • :vlonthlv Newsletter • Photos • Contact lJs Services

Food Assistance

Food assistance is available to all qualifying residents of Prince George's County. There is a short application to be filled out upon arrival.

Required documentation:

• Current JD • Identification for all household members • Proof of income • Proof of school attendance for children attending K - 12th grade

Note: The pantry will make necessary copies of documentation.

The director will interview all new applicants. Once approved, client households will be able to come to the pantry once or twice a month. Households will be given one or two sets of plastic totes with pre­ packed dry and canned goods. The pantry will also provide fresh produce and other perishable items when available.

Client households will need to bring their own cloth totes or bags.

Emergency Aid Fund

Emergency Aid Funds are available to all qualifying residents of the CITY OF BOWIE. Financial assistance is meant to be a one-time help for those experiencing difficulties. This includes rental/mortgage assistance and utilities. The Bowie Interfaith Pantry and Emergency Aid Fund - Services Page 2 of2

Required documentation:

• Current ID o Identification for all household members • Proof of income o Proof of school attendance for children attending K-12th grade o Current 4tility bill • Current bank statement • Current lease/mortgage

Note: The pantry will make necessary copies of documentation.

Referrals

We also provide referrals to other helping agencies in Prince George's County. We recommend that all potential and current clients apply to the Department of Social Services for benefits. A good online resource to check is www.mdcsl.org

Copyright 2012 The Bowie Interfaith Pantry and Emergency Aid Fund. All rights reserved.

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2614 Kenhill Drive Suite 134 Bowie, MD 20715 ph: 301-262-6765 bowie f(Jodpanuva: gmail.com

close [g

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http:/ /bowie food pantrv. org/services li/8/20 I 4 The Bowie Interfaith Pantry and Emergency Aid Fund- Contact Us Page I of 3

The Bowie Interfaith Pantry and Emergency Aid Fund

2614 Kenhill Drive Suite 134 Bowie, MD 20715 ph: 301-262-6765 bowiefoodpantrv(i/!gmail.com

• !lome • Services • l_lm' vou can help • \\_h;JJ_I\C distribute • \1onthlv "-ewskttcr • l'botos • Contact Us Contact Us

Office Phone Number:

301-262-6765

E-mail Addresses: [email protected] [email protected]

2614 Kenhill Drive

Suite 134

Bowie, MD 20715

The pantry is located in the building behind Kenhill Center.

Please drive around to the back of the property and enter through BLUE BUILDING.

http ://bowiefoodpantry .org/contact us li/R/?014 The Bowie Interfaith Pantry and Emergency Aid Fund- Contact Us Page 2 of 3

E-mail us today

* First Name:

* Last Name:

* Email:

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* Mobile Phone:

Comments:

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Home> Serv1ces > Services. How We Help

Children and Families Services: How We Help Immigrants Catholic Charities of Baltimore compassionately cares for me Individuals with Intellectual diverse array of services in Allegany, Cecil, Baltimore City an Disabilities Frederick, Prince George's, Washington, and Garrett Countie People Living in Poverty providing: • meals to the hungry Seniors • emergency services, intervention, casework • healthcare RELATED LINKS • employment training • job placement • transitional and permanent housing Earn Benefits • education • mental health services Services Homepage • affordable housing for seniors • services to individuals with intellectual disabilities Working to End Poverty • volunteer service hours

There are many ways to find a specific program on our websi Services the upper right header area of this page, you can also see a

Find a Service Alphabetically Alphabetically by title (programs listed alphabetically by title, descriptions)

Need, interest, or service type

County location - all counties

Specific County, with program descriptions

When in doubt, feel free to contact us at 410.547.5490.

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Children and Famo11es Program Directory lmm•grants Anna's House 410.803.2130 Anna's House offers transitional and permanent housing IndiVIduals Wl!h Intellectual D1sab1hties with an array of other services for homeless women and their children in Harford County. People L•ving 1n Poverty Anne Aryndel County In- 410.685.2363 This program provides intensive )n-home intervention in Seruors Home Intervention Anne Arundel County, MD, to empower families, divert Program children/youth from hospitalization or residential treatment placement, and to maintain children In their homes. RELATED LINKS An~;wf!:r§ f.Qr !h!i: 8aioa 410.646.0100 We provide free information, referrals, and guidance Earn8enef1ts about senior life issues to older adults and their caregivers. Contact the, Answers for the Aging Program Serv1ces homepage Coordmator, or any one of the telephone counselors at 410-646-0100 or email [email protected]. Our hours workmg to End Poverty are Monday through Friday 8:30a.m. to 4:00p.m., and we promptly return calls to messages left when our office is closed. Services Baltimore Child and 410.727.4800 The Baltimore City Child and Adolescent Response Fmd a Service Alphabetically Adolescent ResQon;2e System (8-CARS) provides comprehensive community- Sysjem (S-CARS) based services for children in mental health crisis. B- CARS provides brief and intensive community-based services for children in psychiatric crisis to divert or shorten in-patient hospitalization and to link clients to community providers that will serve them for ongoing care.

Ba1t1more C1!~ In Home 410.685.2363 Th"1s program provides intensive in-home intervention in Intervention Program Baltimore City, MD, to empower families, divert children/youth from hospitalization or residential treatment placement, and to maintain children ·In their homes.

Baltimore County In HQme 410.685.2363 This program provides intensive in-home intervention in lntf.i;!rvent1on Program Baltimore County, MD, to empower families, divert children/youth from hospitalization or residential treatment placement. and to maintain children in their homes.

~eri1il~ Hou§g: A§!~imd phone.41 o. 646.6570 Caritas House Assisted Living provides care and Living fax.410.646.6565 assistance to seniors 62 and older who require help in performing daily activities and can no longer live independently.

Carroll County Head Start 410.871.2450 Head Start is a child and family development program that enables children from low-income families to be better prepared when entering kindergarten, thereby improving the likelihood of their success in school and in life.

Center for Fam1ty S§.rviCf.l:S 410.659.4050 At the center for Family Services, we assist families by helping them create safe and permanent connections through our treatment foster care services, pregnancy counseling, parenting and adoption planning services, and adoptive family services. We believe that strong families make strong commuMies.

Cher[Y H1!1 §enior Center 410.354.5101 The Center offers seniors a safe, pleasant place to spend time doing activities of interest to them. Come join the fun of being with other seniors

ChrisloRh~r Place 443.986.9000 Christopher Place Employment Academy IS an intensive Employment Academy residential program that provides educatiOn and training, as well as recovery support to formerly hOmeless men of the Baltimore area Program Directory Page 2 of5

Egr!y: Childhoruj Mental 410.252.4 700 Early Childhood Mental Health Screening services are Giving Health Screening available to provide assessments and therapeutic services to children up to the age of five (and their

:·l:;o ,,,ri!>,JC:'·'· families) who are identified and referred by local day care

• •'~~ (< ~1-.;:·..• l :. "•'S centers as 'aHisk" due to behavior problems .

,.-r·'n Unn.l\ (;e' ,',('J~"''·C~ ',; •·CJ Earn Benefits 410.261.6781 The EarnBenefits programs helps individuals and families S'~!VIC(:!S apply for assistance they are eligible for but not receiving. With one appointment, in one place, we can provide people with information and resources to put them on the

--~ '"'";~II),,,,, -'~" path to economic security. f';·O<.>'" l:''"'<) I" f"m•,"tV :;:,;-•c:•3 EmgiQ:z::ment S§:rvice~ 443.986.9000 In the midst of a Iough economy Our Dally Bread About Us Employment Center has placed people in more than '_'OQIC <>' ''"'' ,._,~ 1,000 jobs over the past three years, w1th an average ; LC1 "" starting wage of $9.60 per hour, and has helped thousands more gain the skills necessary to continue their job search. At Our Daily Employment Center, we offer services for employers (companies who want to hire people) and for employees (people looking for work)

E§J2§lranza C~nter 410.522.2668 March 3 Announcements: The Esperanza Center is closed today. Monday at the Movies is canceled today and will resume in April. Esperanza Center works to provide immigrants with healthcare, social services, referrals, language classes, and legal services.

•· cl t~ Famil;t Navigator §~rviQ§:§ 410.252.4700.x 265 Baltimore County Family Navigator is a free service for Baltimore County parents, guardians, or other family members of children with intensive needs related to mental health or developmental disabilities

F~mil:z:: S!ebitit:z:: Program 410.659 3769 The Family Stability Program assists families to remain -.JCOOVIO' housed, support families so their children remain in their original schools, helps them obtaining affordable housing, and provides families with the tools they need to become self-sufficient.

Gallagher Res1dentiat 410.252.4005 Gallagher homes offer a range of supportive housing Serv1ces options throughout the Baltimore area to allow each resident the option of independence and participation in community life that they are capable of attaining

Gallagher §ervices for 410.252.4005 We provide an array of services, care, training, arnJ lndiv'1dyals with Intellectual therapy tar adults with intellectual disabilities. Oifi:i!bili~ifi!§

Harford Qount~ Earl~ Head 410 273.5650 Early Head Start in Harford Co., MD is a child and family §Jru:! development program that enables children from low- income families to be better prepared when entering kindergarten, thereby improving the likelihood of their success m school and in life.

Harford Count~ In-Home 410.685.2363 This program provides intensive in-home intervention m ln!ervention Program Harford County, MD, to empower families, divert children/youth from hospitalization or residential treatment placement, and to maintain children in their homes.

H~aQ ;2tart Coni!,!ltation Head Start Consultation provides behavioral consultation and mental health referral services to children and famUies In Baltimore City, Harford, and Carroll Counties.

Holden Hall 410.347.9830 Holden Hall is a safe place to live for 14 formerly homeless, disabled men.

Home-Based R~§g:ite 410.685.2363 The CathOlic Charities Home Based Respite program provides structured, therapeutic respite activities for families in the family's community, permitting the caretaker to attend to other demands.

Hosanna House 410-477-2037 Hosanna House is a permanent housing facility that serves 15 women over the age of fifty who have been chronically homeless and have medical and/or mental health diagnoses. In addition to permanent housing, we provide weekly case management meetmgs with each client, life and social skills traming, and financial management.

International AQogtion§ 410.659.4050 The International Adoptions Program provides complete adoption services, including assessment, training, home study, post-placement, and post-adoption services for those interested in adopting a child from abroad, w1th a

http://www. catho li cchari ties-md. ondservices/

I particular specialty in relative adoption from the I II Philippines. Jenkins :2!i!nior Living 410.646 6560 The Jenkins Senior Living Community is Maryland's first Community senior community to offer options to low and moderate income individuals for independent living, assisted living, skilled nursing care, rehabilitation. and medical day care.

Milking All the Ch1ldren 410.659.4050 Making All the Children Healthy (MATCH) provides mental Heal1h;t !MATCH} ' health assessments and recommendations for children entering the child welfare system in Baltimore City

Man!i!l H§l§!l!h Qlinic§: 410·252-7664 Villa Maria Behavioral Health Clinics provide outpatient services throughout Maryland for individuals and families eligible for Medicaid and Maryland Child Health Insurance. These serv·1ces indude individual and family therapy, medication management, and child & adolescent psychiatric rehabilitation services in conjunction with outpatient services.

M~ Sister's Pli!Ce LoQge 410.528.9002 My Sister's Place Lodge is a transitional housing program tor homeless women of Baltimore City who have been diagnosed with a disability. The Lodge provides a safe, therapeutic, and nurturing environment where our residents can increase their self·esteem and develop the skills necessary to successfully transition mto the community once they complete the program. The primary goal of the program is to assist our residents in becoming self sufficient, active members of their community who reside in affordable and safe permanent housing.

M~ Sis!§r's Pl~~!il: Wom~n's 410.727 3523 My Sister's Place Women's Center provides 3 meals a ~ day and access to services such as case management, education, and job training to women in Baltimore City.

Our Dail~ Brg@d 443.986.9000 The Our Daily Bread Employment Center helps people in Employment Center need with a daily hot meal, case management, job training and employment counseling.

Qur D~jly Bre;@~ Hgt Me@! 443.986.9000 Our Dally Bread Is Maryland's hot meal program, serving ~ more than a quarter million meals to the hungry of Baltimore City each year. We serve nutritious lunches every day of the year and breakfast to seniors and individuals with disabilities each weekday

Pan§h Soc1al Minislr~ 410.261.6782 Catholic Charities' Parish Social Ministry works w1th parishes to foster their social justice and outreach ministry, educates parishioners to serve those who are poor and vulnerable through both charity and justice, and provides opportunrties for the spiritual development of individuals in this ministry

Pringg Qggrgg's County !n- 410.685.2363 This program provides intensive in·home intervention in Home lntgrvention Prince George's County, MD, to empower families, divert ~ children/youth from hospitalization or residential treatment placement, and to maintain chtldren in their homes.

Proj§:ct Believe 410.261.6766 Project Believe helps participants through referrals to supportive services, improving life skllls, finding employment and stable housing, and learning to live and maintain a healthy lifestyle.

PrQt~~J FReS:H Stgrt 410.261.6777 We help eligible homeless families in Baltimore City find stable, affordable housing so that with employment and a stable family life. they can become self-sufficient and independent.

Respite Care Catholic Charities provides respite care for children and for older adults in the programs listed below.

Sate S:!art 410.676.4002 The Safe Start provides early screening, intervention and referral for children at risk of abuse and neglect.

!2iiU!J5:!ri!§i!n Cen!§r 410 659.4020 We provide clients in Baltimore City with direct financial assistance to help with rent, uttlities, and traveler's assistance so they are better able to attain financial stability

Sarah's House 1410551.7722 I Sarah's House is a supportive housing program, offering emergency and trans1ttona1 hous1ng w1th an array of other services for homeless families in Anne Arundel County.

http://www.catholiccharities-md.om/servi~~s/

S!;;hQol Qonsull£!liQn 410.230_0540 x.121 Our School Consultation program provides behavioral ~ health consultation to teachers and staff in parochial schools in Central Maryland.

SchQOI·B~§:~d Mental 410.585.0598 School Based Mental Health Programs provide mental Health Services health services in Baltimore City, Anne Arundel, Harford, Baltimore, Allegany, Carroll, Washington, and Frederick Counties.

:S:!i!niQr ~Qmmyniti~s 443 798.3423 We develop and manage affordable housing and housing services for older adults. We promote and nurture a spirit of community, wellness, and purpose among the residents of our senior communities. Call 443.798.3423 to apply to any of our communities ... one phone call, one application, no application fee.

Senior Community: Serv1ce 410.261 6765 We help /ow-income individuals who are age 55 and older Employment Program with their search for employment. Eligible candidates receive job training, new skills, self confidence and support to find full-time employment.

S!inior Su(2pOrt ServiC§S 443.798.3423 Senior Support Services offers residents a helping hand to continue liv·1ng independently. DaHy meals and weekly housekeeping, laundry and personal services provide a little bit of assistance that can go a long way. At most sites. the senior nutrition program of the local Area Agency on Aging (AAA) contributes to the meal program. Services are catered to the needs of the individual and various service packages are offered to support aging in place. A subsidy is available to those eligible.

St Ann Adult Day Serv1ces 410.646.0320 St. Ann Adult Day Services is a day program for older adults which provides activities, socialization, and medical supervision so that your loved ones can continue to live at home.

St Jerome's Head Start 41 0.685.1700x.1000 St. Jerome's Head Start in Baltimore C1ty, MD. is a child and family development program that enables children from low-income families to be bet1er prepared when entering kindergarten, thereby improving the likelihood of their success in school and in life

St. Vincent's Villa 410.252.4000.x.1625 St. Vincent's Villa offers residential treatment and diagnostic facilities for children with significant emotional and behavioral challenges.

TASC 410.685 2363 TASC provides a 30- 90 day specialized treatment foster care environment for juveniles who have a non-violent history, as an alternative to Juvenile Services placement TASC serves Harford and Eastern Baltimore County, and Carroll County

The Green House 410.554.9890 The Green House Residences at Stadium Place is a Residences at Stadium skilled nursing facility that offers a home-like environment Place for physical rehabilitation. skilled nursing, and long term care in Baltimore City.

The Neighbgrhoods at S!. 410 644.7100 The Neighborhoods at St. Elizabeth Rehabilitation and Elizabeth Nursing Center provides a comprehensive-array of individualized rehabilitation and nursing services, including short term rehabilitation, skilled nursing care, memory care, and in-patient hospice care.

Therapeutic After School 1410368.3984 IOur Therapeut;c After-School Programs prov;de Programs structured. therapeutic activities two afternoons per week at two different locations in Baltimore County.

Treatm~nt Foster Car!i 410.685 2363 The Treatment Foster Care program (TFC) provides community-based therapeutic care in specially trained foster families for children who have been traumatized by severe neglect and/or abuse, and who are experiencing emotional, behavioral and/or psychiatric problems

Treatment Foster Care 410.685.2363 The HOPE Program works with infants and children in the HOPE Program foster care system that have medical needs requiring intensive attention from specially-trained treatment foster parents and social workers.

Viii~ Mana SchoOIJI: 410.252 6343 Villa Maria Schools provide educational and clinical services for children with significant emotional, behavioral, and learning challenges.

Weinberg Hous1ng and !443.478.3777 I The WHRC provides temporary overnight housing in a low Resource Center 1\ barner shelter, case management, and resource referrals Program Directory Page 5 of5

to people living in poverty in Baltimore City to help clients transition to permanent housing and self-reliance Breakfast and dinner are served to overnight residents. A hot lunch is served daily at Our Daily Bread, directly across the street.

INhite Os;!k School PrQ9r51m 410.282.9430 Provides clinical behavioral health services to children and families in the \Nhite Oak School. Program is open to children enrolled in \lllhite Oak School.

Work for Succes!i! 443.986.9000 Our Work 4 Success program is an intensive five-day employment preparation program open to clients of Our Daily Bread Employment Center

Volunteer

,o I ((:)3 1 Catholir; Chm1t1e~ of Baltrmore I 320 Cilthedre~l Street ! Baltimore. MD ?1201 1 -11 O_G,r?.':i'\90 1 lnto¢fcc·mrl.orq

ti/[ ·•1·.] Bowie Churches in Bowie MD Yellow Pages by Superpages Page I of7

Churches in Bowie MD • Sponsored Results

Reid Temple African Methodist Episcopal Church * 11400 Glenn Dale Blvd Glenn Dale, MD zip code Click Business Name for More Information. 2 locations serving the community (301) 352-0320 (301) 679-1100 Phone Website Map it

Divine Peace Lutheran * 1500 Brown Station Rd Upper Marlboro, MD zip code January 15 & 16, February 12 & 13 from 8 am-12 am (240) 492-7516 Phone Website Map it Call Today To Se, ..

Call Today To See About Our Open HouseCall Today To Se ...

Severna Park United Methodist Church * 731 Benfield Road Severna Park, MD zip code

May God be with you (410) 987-4700 Phone Website Map it

1, II Bowie Churches in Bowie MD Yellow Pages by Superpages Page 2 of7

Anointed Word Church • 1401 Glacier Ave Capitol Heights, MD zip code

Welcome To Anointed Word Church, Come Join Us. (301) 735-0732 Phone Website Map it

Makemie Woods Camp and Conference Center •

Beautiful retreat setting near Wlliamsburg VA, lodging for 130 guests .. (757) 566-1496 Phone Website

Hope Christian Church • 3601 Powder Mill Rd Beltsville, MD zip code

(800) 327-2724 (240) 206-0117 (fax) Phone Website Map it

Basic Listings

Grace Lutheran Church 2503 Belair Dr Bowie, MD zip code

(301) 262-7625 (301) 262-7626 (fax) Phone Map it

1_._.._ __ II_ Bowie Churches in Bowie MD Yell ow Pages by Superpages Page 3 of7

Hear The Word Bible Church 8 Crain Hwy Bowie, MD zip code

(301) 262-4479 Phone Map it

Foursquare Gospel Church 12029 Quarum PI Bowie, MD zip code Brentwood Foursquare Gospel Church for Over 50 Years of Service (301) 864-1176 (301) 779-9083 (fax) Phone Website Map it

Washington Church Of Jerusalem 11914 Chantilly Ln Bowie, MD zip code

(301) 464-5602

~Website Map it

Cornerstone Assembly Of God 16010 Annapolis Rd Bowie, MD zip code

(301) 262-6267 Phone Website Map it

1/1'1/'1(\1,1 Bowie Churches in Bowie MD Yellow Pages by Superpages Page 4 of7

Marcus R. Harris 1502 Danton Ln Bowie, MD zip code

(301) 390-5749 Phone Map it

Largo Community Church 1701 Enterprise Rd Bowie, MD zip code

(301) 249-2255 Phone Website Map it

Church Of The Redeemer Ecc 7300 Race Track Rd Bowie, MD zip code

(301) 262-7888 Phone Website Map it

Grace Baptist Church 7210 Race Track Rd Bowie, MD zip code

(301) 262-1767 Phone Map it Bowie Churches in Bowie MD Yellow Pages by Superpages Page 5 of7

The Open Door Community Center 12603 Nichols Promise Dr Bowie, MD zip code

(443) 306-1960 Phone Website Map it

Faith Fellowship Church of Jesus Christ INC 12809 1Oth St Bowie, MD zip code

(301) 809-9365 Phone Website Map it

St Edwards Church 16304 Pond Meadow Ln Bowie, MD zip code

(301) 249-9199 Phone Website Map it

United Parish of Bowie Mitchellville Rd AT Mount Oak Rd Bowie, MD zip code

(301) 249-6411 Phone Website Map it Bowie Churches in Bowie MD Yellow Pages by Superpages Page 6 of7

New Song Bible Fellowship 11911 Lanham Severn Rd Bowie, MD zip code

(301) 809-9871 Phone Website Map it

Ascension Catholic 12700 Lanham Severn Rd Bowie, MD zip code

(301) 262-2227 Phone Website Map it

Unity Center Of Light 3501 Moylan Dr Bowie, MD zip code

(301) 464-5581 Phone Website Map it

Woodlawn Baptist Church 5001 Church Rd Bowie, MD zip code

(301) 262-6449 Phone Website Map it

httn·//urvvur >;;llnPrn~nP"-' r-r.rn/~rall,-,.,,, ..... " ... ,.,,.../f"' r"t.. •• -~1...-~IC" l. KT'\I'T' n Bowie Churches in Bowie MD Yellow Pages by Superpages Page 7 of 7

New Vision Church 2100 Crain Hwy Bowie, MD zip code The Place of Worship Where No One Has to Feel Strange (301) 218-1555 (301) 218-1557 (fax) Phone Website Map it

Living Springs Christian Fellowship 4831 Telsa Dr Bowie, MD zip code

(301) 352-9040 Phone Map it

Displaying 1 - 25 of 98 results. Pleasant zion baptist Local churches Data provided by one or more of the following: SuperMedia, Acxiom, lnfogroup • Sponsored Results Senior Citizen Rental Assistance Report

APPENDIX II

PRINCE GEORGES COUNTY RESOURCES rrmce ueorge-s county assistance programs Page 1 of7

- AdChoices [l>- ~ Rental Assistance ~ Section 8 Housing ~ Grants Assist

Mortgage Forgiveness Plan {Check your Eligibility Online Now) Reduce Payment & Avoid Foreclos

Bad Credit Loans 2 Minute App No Credit Check_ Loans $100 to $35,000 Apply Now www_betterloan•

Debt Consolidation Loans 1 Easy Monthly Pymt $15k min_ Instant Savings- Featured on CNN fasl Single Mother Assistance Access to Low Income Services Get Financial Resources, Help, Aid wwv

~lome Prince George's County assistance programs.

Get help with bills, employment opportunities, and job traini

United Communities Against Poverty (UCAP) is the Community Action, George's County, Maryland, United Communities Against Poverty, Inc,, ofl they have created numerous programs to assist low and moderate income fa Credit card & Some of what they offer includes: Emergency food and shelter, Mortgage/r debt COUfl~P/ill!J Food pantry, Job training, Computer classes, and more, They have several!' around the county. Their main office is located at 1400 Doewood Lane, Car Medical bills & and the phone number is 301.322.5700. free health care Rent Assistance and Homeless Prevention Program - Aid is provided thr administration of the Service-Linked Housing Program (SLHP). This progn moderate income families and individuals. There are resources that will stOJ help homeless people find housing. People who apply and are qualified rna) financial support for rent, funds to prevent eviction, grants for utility bills, a security deposit and first months rent Find additional rent assistance progra A•;•1istallcP from charities Employment Services - Clients of the community action agency can receiv Work fro111 ho111c & resources that will help them enter the job market following a layoff, period pdrt tiHJe income time jobs, or sporadic work periods. This program will help Maryland resid1 them with support service to increase employment opportunities and job trai services provide support groups, references, workshops, life skills managerr discussion groups, and referrals to encourage the acquisition of job seeking leadership qualities, and decision-making skills. Almost 150 people from B: surrounding area are provided access to these services each and every mont]

low mfPre'>t loan<; Job Training and Educational Services - Job and computer training is off, who is seeking to advance computer training and knowledge, and people ca1 their software skills so that they can compete in a tight job market The com will help residents improve their computer knowledge, skills, and access, ad bottom line is that it will prepare them to take advantage of future employm addition to computer training, Adult Basic Education offers preparation cia~ Maryland residents striving to achieve their High School Diploma. Clients t participate in a 15-week program that provides instruction in Science, Readi http://www.needhelppayingbills,com/html/prince _george s county assista,html 2/?4/?014 rnnce veorge's county assistance programs Page 2 of7

and Writing- which are the 5 areas covered on the Maryland GED examination and will help wh searching for a job,

Get trip/1 FREE·

J<;~1eri!V Bill Assistance From Prince George's JCoun1tv- Tens of thousands of people need help ___ paying their heating and utility bills each and ever -~~~l~:eThe federal government funded Low Incom< Energy Assistance Program (LIHEAP) is a grant pro gram which will assist low to moderate income households, whether you own your home · rent, with paying their energy bills. The applicatio '------'period runs from November to March of each yea1

If you are interested in more information or applying to LIHEAP, contact the Department of Soc Services to apply for LIHEAP. They are located at 425 Brightseat Road , Landover, Maryland, ar the phone number is 30 I -909-6300.

Food assistance

The SHARE Food Network offers thousands oflocal families discounted food and groceries. Participants of the SHARE program may purchase $50 worth of groceries or nutritious food foro $18. They also need to commit to giving two hours of volunteer service. Packages and food aid a1 distributed monthly to people in need through a network of3 50 community organizations and churches. Anyone may participate in this food assistance program including low income families, elderly, the unemployed, and others. Dial (301) 864-3115.

In addition to the above Network, there are several free food banks and pantries in the county tha1 help people facing a hardship or assist the low income. The amount of assistance they can provid1 extensive. Find Prince George food bank locations.

Mortgage, rent, heating and and utility bill assistance

FISH of Laurel runs numerous programs. Financial assistance may be available to provide direc1 financial assistance and cash grants to Prince George County residents for utility bill assistance (~ pay the last $200) and eviction prevention, once a year only. They are located in Laurel Maryland food pantry and other programs are also available. (3 0 I) 262-71 06

Laurel Advocacy and Referral Services also is one of the primary non-profit agencies to contac help. They offers funds for paying rent, and can help people apply for heating and utility help. Th also run crisis intervention programs, a holiday assistance program, and run a food pantry. Dial (3 776-0442.

http://www.needhelppayingbills.com/html/prince george s countv assista html rnn~t: ueorge· s county assistance programs Page 3 of7

Hyattsville Maryland based Community Crisis Services Inc. runs a run assistance program for county residents. They offer money to pay for rent, offer eviction prevention, rental assistance an< security deposit help. Dial (301) 864-7161.

Community Ministry of Prince George's County (phone (301) 499-2319) offers financial assistance for utility bills, free food, information and education programs to resident of Prince George's County. For example, they can refer people to Maryland pro bono mortgage programs.

Bethel House, Inc. runs an emergency food pantry, provides financial assistance for paying utilit. bills (water, gas, heating, and electric), provide thanksgiving and Christmas assistance as well as other forms of aid and information. Phone (301) 372-1700.

Salvation Army, Prince George's County (phone (301) 277-6103 and based in Hyattsville) offe numerous assistance programs. They include those listed below.

• Fuel fund- Help for heating bills, and provide fuel. • Emergency food - Groceries, food, and other household products Utility bills - Assistance for water bills, electric, and other energy expenses. Read more. • School aid - Clothes, shoes, and other supplies for children. • Christmas assistance - Includes free gifts for children and meals for families. • Several other emergency assistance programs and services are offered. Click here.

A local non-profit agency that goes by the name of Social Services helps Baltimore and Prince George's families. They offer extensive resources, including information and referral to governm programs, emergency assistance with paying rent, mortgage, or utilities, case management, holida baskets, foreclosure prevention, supportive counseling, weekly food distribution, emergency food clothing distribution. But the aid doesn't stop there. They offer enrollment of non-citizen children public schools serving as liaison/translation between parents and school administrators. The agen< will help families in need. One service they can refer people to is the Maryland foreclosure media program.

Samaritan Community Inc. - While they primarily provide food, they can from time to time pro emergency assistance to thousands of families and individuals. And they can always offer advice those who need help. ( 41 0) 225-9500

Prince George's County Social Services - The county offers emergency assistance, public aid, o other help for paying for bills. Other resources can provide case management and social services, such as help finding a job and employment training, to the low income. Learn more.

Clothes, household goods and Christmas assistance is provided by thrift stores and clothing closets. Several centers around the greater Prince George County area will provide free items to tl less fortunate and low income families in Maryland. Some non-profits may distribute vouchers or certificates so that clients can shop on their own and purchase exactly what they need. Click detai

·. 4~ LAUNDRYFREE tJ COUPONS I at

http://www.needhelppayingbills.com/html/prince _george ~s ~county assista.html 2/24/2014 rnnce veorge-s county assistance programs Page 4 of7

Prince George Cou programs that help all Maryland residents

Various resources and financial assistance programs are available for all Maryland families and individuals, including Prince George residents. They include the following resources.

• Maryland foreclosure assistance and mortgage help • Maryland legal aid • Maryland section 8 housing. Read more. • Maryland free HUD foreclosure counseling • Maryland heating and utility bill help • Maryland community clinics. Click details. • Mary land medical debt laws • Maryland dental care centers • Maryland food banks. Click here.

Legal aid

Baltimore families can receive free legal aid from Maryland Legal Services Corporation. This • profit law firm has attorneys that can help with a variety of legal issues, including foreclosures, eviction, illegal debt collectors, family disputes, and more. Click here to learn more on the legal programs, or dial1.800.492.!340.

Get access to debt, foreclosure, and credit help

Call Money Management International, Consumer Credit Counseling at (800) 747-4222. The provide numerous services to consumers, including bankruptcy advice and ways to go through the process. Counselors also provide information on debt reduction and management plans and progr: Budgeting and financial counseling is also offered. Another option available for homeowners is fi foreclosure counseling from HUD approved counselors. They can direct you to both federal government and Maryland mortgage programs. Learn more on mortgage programs.

Health care for low income and uninsured

Prince George's County Health Department can direct you to places to go for free health care, they themselves may offer some limited programs. For example, they offer dental programs for children and pregnant moms. Phone (301) 583-5900.

Laurel Health Center offers health care and medical services on a sliding fee scale. 30 1-604-52~

Another community clinic in Prince George's County is Walker Mill Health Center. Phone (30 324-1500. The facility offers general health care and screening on a sliding fee/medical bill scale. They offer screening, immunizations, case management, and other forms of aid.

If the 3 centers above can't help you, find more Prince George clinics and learn about the medical services they administer.

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http://www.needhelppavingbills.com/html/orince george s countv assista.html 2/24/2014 Additional Transportation Telephone Numbers

Metro Access (Transportation for the Disabled) Eligibility Requirements. Call 301-562-5360 for application. Application process takes approximately one month.

Fish of Bowie (Volunteer Service Organization) 301-262-8479 Will provide transportation & errands. Donations accepted.

Partners in Care (Volunteer service credit) 1-800-227-5500 Will provide transportation & errands (seniors & disabled adults). Volunteers receive an hour of credit for an hour of service given. Donations accepted.

Bowie Cab 301-390-8808 Silver Cab 301-577-2000 or 301-270-6000

Metrobus information 202-637-7000

Prince George's County

Call-A-Bus (Department of Transportation) 301-499-8603 Provides door to door transportation service. Fourteen days advance registration is preferred. Medical appointments are given priority. Lift vans available. Fee: $.50 each way for seniors and persons with disabilities.

Call-A-Cab (Department of Transportation) 301-883-5656 Transportation service that provides mobility within Prince George's County at a reduced cost for senior (age 55 & older) and/or disabled County residents. May purchase up to twelve (12) $20.00 coupon books in a six month period at $10.00 per book. Bowie Cab does not participate. Housing and Homeless Services Page I of I

My Prince George's County: Social Services

> > > Housing and Homeless Services The Prince George's County Department of Social Services provides information, asststance and referrals to County residents who are facing homelessness or an eviction. If you need information about Section 8 and other County housing options. please call the Department of Houstng & Community Development at 301·883-5501 or go to Housing & Community Development. If you are facing eviction or foreclosure, you can call the Department of Social Services Homelassness Prevention Program at (301) 909-6382. This program provldas: Screening of applicants to determine eligibility Interviewing and assessment Counseling, information and referral Landlord and tenant mediation Follow-up and linkages to other available resources On-going community outreach and training through the Community Outreach Program (COP). You may be eligible to receive financial help to pay your rent or mortgage if you are faced with a criSIS that may result in an ev1ction, foreclosure or homelessness_ You can also get help by calling the following organizations· Catholic Charities in Forestville (301) 568-9529 Community Ministries, Seat Pleasant (301) 499-2319 Laurel Advocacy & Referral in Laurel (301) 776-0442 Umted Communities Against Poverty (UCAP) in Capitol Heights at (301) 322-5700. Below you will find the answers to some commonly asked questions about Homeless Services. Apply for Ev1ction or Foreclosure Assistance ~'reliminary screening questions Documents requ1red Eligibility How do I apply for Eviction or Foreclosure Assistance? When you call the numbers listed above. a staff member will advise you about the program and what Information we need He/she will also do a preliminary screenrng to see 1f you may be eligible to apply for financial assistance. There are some questions you'll need to answer: • Are you a Prince George's County resident? • Why are you facing eviction or foreclosure? • Do you hold the tease on the apartment or deed on the house? • What is the total income of your household? • What are your monthly expenses? • Do you have sufficient income to cover monthly expenses after we help you? • Was the crisis due to circumstances beyond your control? • Are you willing to participate in counseling or other relevant activities that will prevent this crisis from happening again? If you meet the preliminary eligibility criteria, an interview Will be scheduled. and you w1ll be informed about what type of information you'll need to supply to help us determine your eligibility The information you supply will be kept confidential. You'll be asked for documents such as· • Wage/pay stubs • Property records or deeds Your current lease Delinquent rent or mortgage bill Birth certificates and social security numbers for you and members of your family The name and address of the landlord or mortgage company Other documentation which may support your claim for assistance. Who is eligible to apply? Prince George's County residents: In danger of eviction Homeowners facing foreclosure Homeless persons who need security deposits or first month's rent to move into permanent housing. Interpretation Services are available for Non-English Speaking customers. Please contact one of the Local Off1ces for assistance. Energy Assistance Page 1 of 1

My Prince George's County: Social Services

> > > Energy Assistance The Energy Assistance Programs helps low-income citizens pay their heating bills. minimize heating crises, and make energy costs more affordable. A comprehensive energy package, which includes the Maryland Energy Ass1stance Program (MEAP) & The Electric Universal Service Program (EUSP), has links to the community and the customer. These programs promote energy conservation, customer flnanc·lal responsibility and energy independence. MEAP provides assistance with home heating bills. and EUSP helps eligible low-income customers with their electric bills. Funding for the MEAP program is usually available November 1st. Funding for the EUSP program begins July 1st.*" Energy Assistance Staff will process your application to make sure all required tnformation has been submitted. Please note that it can take up to 45 days to process an application. When submtlting your application. please include the following Information: • Copy of applicant's photo identiftcation Proof of residence Copies of social security cards for household members, including children Proof of total household income for the past 30 days (from all sources of income) Proof of income includes paystubs or benefit letters from DSS, SSA, VA or the Unemployment Insurance Program The name of your home energy supplier and account number • A copy of your most recent utility bill • If you rent, a copy of your lease or a rent receipt **Please note: you are only eligible to receive funding once between July 1st and June 30th. Assistance is available whether you are an active customer or you are currently without service. Eligible electr'tc customers may receive help in three ways· Help to pay current electric bills; 2. Help to pay past due electric bills; and, 3. Help with energy efficiency measures to reduce future electric bills. The VVeathenzation Assistance Program (WAP) may provide home weatherizatron services to eligible individuals such as weather stripping, caulking, plastic window covering, etc. to help make your home or apartment more fuel efficient and comfortable at no cost. For additional tnformatton please call 1-800-638-7781 or log on to WAP

The U!rlity Sl'~rvtce Protectron Program (USPP) protects low-income families from utility cut-offs and allows MEAP eligible households to enter rnto a year-round even monthly payment program with their utility company. An equal monthly payment plan based on the estimated cost of the customer's average annual utility usage minus the MEAP benefit wtll be used to determine the even monthly payments for participation in the USPP. Individuals and families in need may visit the nearest MEAP outreach office to request an application. or contact us by phone at 301-909-6330. You may also apply on-line via SAIL or 1Jownload the application (PDF) Vistt UV)'s for commonly asked questions about Energy Assistance or Energy Asststance Programs for more information about the services available THE PRINCE GEORGE'S COUNTY GOVERNMENT DEPARTMENT OF FAMILY SERVICES Administration on Aging Senior Information & Assistance

Rushern L. Baker, III County Executive

SENIOR HOUSING

Department of Housing and Community Development...... 301-883-5501 Prince George's County 9400 Peppercorn Place

.•. ' .. . '• • :'' ~11 Accepts applications for all county owned senior citizens housing. Housing is available:\o ~· .; ' .•1 • '· those aged 62 and over, who meets the eligibility requirement. Rent is approximately 30% of income. Call Monday- Friday 8:30 A M.- 4:30P.M. for information and applications

• Subsidy - Government Owned Housing The Housing Authority of Prince George's County •.•. 301-883-5501

Cottage City Towers Owens Road 4142 Bunker Hill Road 11 00 Owens Road .. ~. Cottage City, MD 20722 Oxon Hill, MD 20746 •• 1, Marlborough Towne Rollingc;rest VIlla-ge · 1849 Tanow Place Sargent & ChiiJum Road. MD 20747

*PRINCE GEORGE'S COUNTY LOW INCOME SUBSIDY HOUSING

*Avondale Manor *Cheval Court 4915 Eastern Avenue 2611 Luana l)rlve Hyattsville, MD 20782 Forestville, MD 20747 (301) 853-7787 (301) 736-0686

*Bowie Common's *Chillum Oaks 3909 New Haven Ct. 6306 Riggs Road Bowie, MD 20716 Hyattsville, MD 20783 1) 249-2676 (301) 853-2755 *PRINCE GEORGE'S COUNTY LOW INCOME SUBSIDY HOUSING

*Branchwood Towers *The City of Greenbelt 8600 Mike Shapiro Drive Greenridge House Clinton, MD 20735 22 Ridge Road (301) 856-1620 Greenbelt, MD 20770 (301) 474-7595

*College Park Housing Authority *Largo Landing Fellowship House 1077 Largo Road 9014 Rhode Island Avenue Upper Marlboro, MD 20772 College Park, Maryland 20740 (301) 249-2100 (301) 345-3600 *Manor Apartments •council House 4907 Eastern Avenue 3940 Bexley Place Hyattsville, MD 20782 Suitland, MD 20746 (301) 853-2900' (301) 423-0228 *Mrs. Philippines H()me *Emerson House for Senior Citi2:ens,lnc 6999 Emerson Street 6482 Bock Road Bladensburg, MD 20710 Oxon Hill, MD 20745 (301) 779-6196 (301) 567,9537

*Ft. Washington Adventist Apartments *Spellman House 11316 Fort Washington Road 4711 Berwyn House Road Ft. Washington, MD 20744 College Park, MD 20740 . (301) 203-7726 (301) 474-3435

*Friendship Arms *Trinity Terrace 5805 42nd Avenue 6001 Fisher Road Hyattsville, MD 20781 Temple Hills, MD 20748 (301) 779-6566 (301) 630-7717

*Gateway Village *Victory House of Palmer Park 606 Suffolk Avenue 7801 Barlowe Road Capitol Heights, MD 20743 Landover, Maryland 20786 (301) 336-0141 (301) 341-4995 PRIVATELY MANAGED HOUSING

Clinton Manor Parkview at Bladensburg 8600 Mike Shapiro Drive 4202 58111 Avenue Clinton, MD 20735 Bladensburg, MD 20710 (301) 877-0444 (301) 699-9786 -~--·---·--- -· ~~ Evergreen Senior Community Parkview at Laurel 3800 Enfield Chase Court 9000 Briarcroft Lane Bowie, MD 20716 Laurel, MD 20708 ) 218-5150 (301) 490-1526

Fort Washington Manor Pin Oak Village 10800 Indian Head Highway 16010 Excalibur Road Fort Washington, MD 20744 Bowie, MD 20716 (301) 203-7004 (301) 464-6830

Jericho Residences Rainier Manor 1000 Brightseat Road 3001 Queens Chapel Road Landover, MD 20785 Mt. Rainier, MD 20712 301-841-6711 (301) 699-9795

Laurel Lakes Rollingcrest Commons 7901 Laurel Lakes Court 6060 Sargent Road Laurel, MD 20707 Chillum, MD 20782 (301) 317-0500 (301) 559-2225

The Lodge at Marlton Selborne House of Laurel 9590 Crain Highway 501 Main Street Upper Marlboro, MD 20772 Laurel, MD 20707 (301) 599-5422 (301) 604-2635

Manor at Victoria Park St. Paul Senior Living 3420 Rickey Avenue 1207 Addison Road Temple Hills, MD 20748 Capitol Heights, MD 20743 (301) 630-0096 (301) 350·1100

Marwood Senior Apartments Vista at Lake Largo 6605 South Marwood Blvd. 500 Harry S. Truman Drive Upper Marlboro, MD 20772 Landover, MD 20785 (301) 699-1700 (301) 360-4766

Newton Green Windsor Crossing 6300 Newton Street 5000 Lydianna Lane Bladensburg, MD 20710 Suitland, MD 20746 (301) 772-6888 (301) 669-6540 PRIVATELY MANAGED HOUSING

Woodside Village 6801 Bock Road Ft. Washington, MD 20744 (301) 839-2150

HOUSING 55 and ABOVE

Cameron Grove Adult Resort 13914 New Acadia Lane Upper Marlboro, MD 20774 (301) 249-5900

Central Park at Victoria Falls 13609 Autumn End Terrace Laurel, MD 20707 (301) 210-6610

MSB 1/20/2010 Senior Citizen Rental Assistance Report

APPENDIX III

STATE OF MARYLAND RESOURCES !\.t:ntai Allowance Program (RAP) Fact Sheet Page I of2

(#ctiOO SiteMapl SiteMapPathl SkipLinkl Home (/Website/Derault.aspxl >>Programs (/Website!Programs/Default.aspx) >>Rental Assistance (/\Vebsite/Programs/ProcramList.asox?sel=5l >> Rental Allowance Program (RAP)

Related Links

Rental Allowance Program (RAP) Fact Sheet

Purpose of Program

The purpose of the Rental Allowance Program (RAP) is to provide grants to local governments to provide flat rent subsidies to low-income families who either are homeless or have an emergency housing need. The goal of the program is to enable these households to move from homelessness or temporary emergency housing into more permanent housing and to return to self-sutliciency. Eligible Types of Housing

Eligible housing can mclude rooms, boarding house rooms, other single~room occupancy arrangements, apartments. group homes, transitional housing (prov1ded it is not temporary emergency housing), single-family houses. and mobile homes. Kitchen and bathroom facilities may be in common, shared, or independent Motel and hotel rooms w1thout access to kitchen facilities may be permitted if not other more cost~effective and suitable housing is available_ Living facilities may be shared with other persons, including other program recipients. Housing may be furnished or unfurnished.

Eligible Applicants

Counties, Baltimore City, and Annapolis may apply directly to CDA for program funds and may administer the processing of applications made by eligible residents for rent subsidies. CDA may administer the program directly where no local government is administering the program.

Low-income families may apply directly to the local administering agency for rent subsidies. Eligible Residents

Eligible residents are tow-income families who are homeless, in danger of becoming homeless. or in need of emergency housing. Incomes of assisted households cannot exceed 30 percent of the statew1de or area median income, whichever is higher.

Subsidy Term

This is a rent subsidy program. Local government administering agencies sign a contract with eligible residents to provide a monthly rental allowance payment for up to 12 months. Local programs may also provide additional services such as housing counseling, credit counseling, individual case management programs, etc to help the family maintain housing stability.

The amount of monthly rental allowance payments is based on family size and area of the state. The payment amount may be increased or decreased by up to l 0 percent in the exercise of reasonable discretion by a focal jurisdiction.

\lonthly Rental Allowance Payments by Household Size & County !Oocuments/~loAIIowPmtAmtsByHH-SizeCounty.pdO,

*-Includes Annapolis City, Anne Arundel, Calven, Charles, Frederick, Howard, Montgomery, and Prince George's Count1es

**-Includes Baltimore City, Baltimore, Carroll, Cecil, Harford, Queen Anne's, St. Mary's and Talbot Counties.

*** -Includes Allegany, Caroline. Dorchester, Garrett, Kent, Somerset, Washington, Wicomico, and Worcester Counties.

http://mdhousing.org/Website/programs/rap/Default.asox -~------Kemal Allowance Program (RAP) Fact Sheet Page 2 of2

Local Government Involvement

County governments. Baltimore City, and Annpo/is administer RAP by accepting applications from eligible residents, coordinating the program with other social services administered by the county, and providing staff links with CDA to ensure program requirements are being met. RAP is usually administered by the local social serv1ces office, the Section 8 agency (public housing authority), or is contracted by the county to a private nonprofit organization tOr administration. For More Information, Contact:

Your Local Administering Agency (agency.aspx\

t~­ MAR LAND

http://mdhousing.org/Website/programs/rap/Default.asox 05.05.03.00 Title 05 DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT Subtitle 05 RENTAL HOUSING PROGRAMS

Chapter 03 Rental Allowance Program

Authority: Housing and Community Development Article, Title 4, Subtitle 14, Annotated Code of Maryland

05.05.03.0/

.01 General.

These regulations prescribe the policies, procedures, and authorizations for a program of housing assistance paymenrs.

05. 05. 03. 0]

.02 Objective.

The basic objective of the Program is to fund, either directly or by grants to eligible grantees, monthly housing assistance payments on a short term basis w those income eligible persons or households that are homeless or at risk of homelessness. It is a goal of the Program that the housing assistance payments will help these homeless or at risk of homelessness persons and households tO attain self-sufficiency.

05.05 0303

.03 Definitions.

·A. The terms appearing in the Act shall have the meanings defmed there and, in addition, the meanings used in rhese regulations.

B. Terms Defined.

(I} "Act" means Housing and Community Development Article, Title 4, Subtitle 14, Annotated Code of Maryland.

(2) "Administration" means the Community Development Administration, an agency in rhe Division of Development Finance of the Department.

(3) "Application" means the application submitted by prospective recipients for housing assiStance payments.

(4} "At risk ofhomelessness" means facing the possibilityofhomelessness and includes: (a) Situations in which the lower income household is about to lose its housing either:

(i) Through destruction, damage, or other means such that the housing is in a condition that is unusable or threatens the household's health and safety; or

(ii) Because of potential or actual eviction as the result of an inability to pay rent, cow1 order to vacate, or other reason beyond the recipient's control; and

(b) Situations in which all of the following requirements for recipient eligibility are satisfied:

(i) A recipient is working or participating in a work activity as defined in Human Services Article, §5- 30 I (h), Annotated Code of Maryland;

(ii) A recipient's lack of financial resources is jeopardizing the recipient's ability to pay rent; and

(iii) A recipient has received Temporary Cash Assistance within 12 months before certification to participate in the Program, currently receives Temporary Cash Assistance, or is eligible to receive Temporary Cash Assistance.

(5) "County" means any cowny or Baltimore City.

(6) "Department" means Department of Housing and Community Development, a principal department of the State.

(7) "Doubled up" means a situation in which individuals are unable to maintain their housing and are forced to stay with a series of friends or ~::xtended family members.

(8) "Dwelling unit" means a room, including a hotel or motel room, apartment, house, or mobile home.

(9) "Eligible dwelling unit" means a dwelling unit that:

(a) Is subject to a physical inspection under a federal, another State, or a local affordable housing program, including the federal low-income housing tax credit program; or

(b) Meets the dwelling unit standards established by the Secretary in accordance with Housing and Community Development Article, 94· 1403, Annotated Code of Maryland.

(10) "Eligible grantee" means a:

(a) Political subdivision;

(b) Housing agency, authority, or department of a political subdivision; or

(c) Nonprofit organization.

( 11) "Grant" means the funds awarded by the Department to a grantee from available Program funds.

(I 2) "Grant application" means the application for grant funds submitted by an eligible grantee to the Department that the Department may require for use in implementing the proposed local program of housing assistance payment.;; to recipients occupying dwelling units within a political subdivision's geographic area. ( 13) "Grantee'' means an eligible grantee that receives a grant from the Department under the Program.

(14) "Homeless" means the condition of being without permanent housing and includes the following:

(a) Living on the streets;

(b) Staying in a shelter, mission. temporary single room occupancy or rransitionaJ houslng facility, abandoned building or vehicle, or any other unstable or nonpermanent situation~

(c) Living doubled up; or

(d) Being released from a facility or program, such as a foster care program. without a stable housing situation to which the person can return.

( 15) "Housing assistance pa}ments" means the rental allowance payments or monthly payments that:

(a) Are given to recipients by a grantee or by the Department in accordance with the provisions of Regulation .07 of this chapter; and

(b) May be used to pay:

(J) Rem;

(i..i) Security deposits;

(iii) Utilities; and

(iv) H ousing·related expenses.

(16) "Housing·related expenses" means expenses connected with an eligible dwelling unit, including:

(a) Renter's insurance; and

(b) Moving expenses.

( 17} "Local program'' means the system adopted by each grantee under the Program of administering and disrriburing housing assistance payments to recipients.

(18) "Lower income household" means an individual or a group of individuals who reside or intend to reside together whose annual income does not exceed:

(a) 30 percent of the State or area median income, whichever is higher; or

(b) A lower limit established by the Secretal.)' in accordance with Housing and Conununity Development Article, §4-1403, Annotated Code of Maryland.

(I 9) "Nonprofit organization" means a corporation, foundation, or other legal entity that is exempt from federal income tax: under §501 of the Imemal Revenue Code. (20) "Political subdivision" means any municipal corporatlon in Maryland subject to the provisions of Article Xl-E of the Constitution, the ~ayor arul City Council of Baltimore, and any of the 23 counties in Maryland.

(21) "Program" means the Rental Allowance Program mandated by the Act.

(22) "Recipient" means a lower income household which receives housing assistance payments.

(23) ''Secretary" means the Secretary of Housing and Community Development.

(24) "Temporary Cash Assistance" means a form of cash assistance provided to one or more eligible individuals fOr whom cash assistance has been authorized by the Maryland Department of Human Resources under the Family Investment Program.

(25) "Undue hardship" means those situations when the termination of housing assistance payments would immediately render the recipient homeless or at risk of homelessness.

05.05.03.04

.04 Eligible Grantees.

A. For each political subdivision's geographic area, the Department shall make one grant to an eligible gramee.

B. A.ny political subdivision not covered or proposed to be covered by the grant of another eligible grantee is eligible for a grant.

C. A political subdivision shall administer its own local program unless the political subdivision notifies the Department that it does not want to administer the local program.

D. If a political subdivision does not want to administer the local program, a housing agency, authority, or department of the political subdivision may administer the local program

E_ If the housmg agency. authority, or deparnnent of the political subdivision does not want to administer the local program, a nonprofit organization, with the endorsement of the political subdivision, may apply to the Department to administer the local program.

05.05.03 05

.05 Unsatisfactory Performance by a Grantee.

A Based on a grantee'-~ prior performance in distributing grant funds to eligible recipients, the Department may conclude that the grantee is not administering its local program in a satisfactory manner.

B. In reaching this conclusion, the Depanment shall consider the grantee's failure to utilize grant funds in a timely manner or to submit required repons to the Program in a timely manner. The Department may consider other factors, including the grantee's:

(1) General administration of the local program;

(2) Adherence to the parameters of the local program established in ito;; grant application; and (3) Effectiveness in meeting the needs of the homeless or those at risk ofhomelessness in the grantee's geographic area.

C. If the Depanment concludes that the grantee is not performing in a satisfactory manner. the Department may cancel its cwrent grant agreement with the grantee or decline to enter into a new grant agreement with the grantee.

D. The Department shall then notify other eligible grantees of the availability of grant funds for that geographic area.

E. ~otification may be by notice in newspapers with circulation in the grantee's geographic area, direct notice, including electronic or regular mail, postlng to the Depamnent's website, or other methods selected by the Department. Applications for these grant funds will be processed in accordance with this chapter.

F. Reconsideration.

(I) A grantee may request reconsideration of the Depanment's decision to cancel or decline to enter into a new grant agreement by submitting a written request, to the Secretary, that is received within 30 days following the date of the Depanment's notice. The request for reconsideration shall address each reason for the Department's decision to cancel or decline to enter into a new grant agreement and provide documentation supporting the reasons for reconsideration of the issues. The Secretary shall respond in writing to the applicant's request for reconsideration within 30 days of receipt by the Secretary of the request for reconsideration.

(2} An mitial decision by the Department or reconsideration by the Secretary of the Depamnent's decision is not a contested case within the meaning of the Administrative Procedure Act or COMAR 05.01.0 1.02.

05 05 O.UJ6

.06 Eligible Recipients .

•.:\n eligible recipient shall:

A. Be a low~r income household;

B. Be homeless or at risk ofhomelessness and have insufficient resources to secure permanent housing and have the capacity to maintain independent living quarters

C. Meet additional criteria established by the grantee, provided the criteria have been approved by the Depanment.

05.05.03.07

.07 Housing Assistance Payments.

A. Program funds shall be used to provide housing assistance payments in monthly amounts as determined by the Secretary to recipients occupying eligible dwelling units and to reimburse grantees for a portion of the administrative costs associated with grant funds receJ.ved under the Program, in amounts established by the Program. Housing assistance payments may be applied only towards the monthly payment of rent and, when approved by the grantee, for the payment of a required security deposit, utilities, and housing-related expenses for an eligible dwelling unit. B. Housing assistance payments shall be made for a term not to exceed 12 consecutive months. Grantees shall establish that a recipient has arranged to occupy an eligible dwelling unit before the recipient receives any portion of a housing assistance payment A recipient's housing assistance payment may be extended for additional periods not to exceed 6 months each if the Secretary or the Secretary's designee determines that Wldue hardship would result if the housing assistance payment is terminated. Each request for an extension shall be supponed by the grantee's case evaluation of the recipient made by the grantee or, if the recipient has received housing assistance payments directly from the Department, the Department's case evaluation, and shall consider the following factors, which shall also be considered by the Secretary in makmg the determination:

( 1) The income of the recipient;

(2) The availability of alternative housing; and

(3) The progress, ability, and efforts of the recipient to secure permanent affordable hotl'iing.

05.05.03.08

.08 Eligible Dwelling Units.

A. Housing assistance payments shall be made only to recipients who have rented eligible dwelling units.

B. Dwelling unil't that are not already subject to a physical inspection under a federal, another State, or a local affordable housing program, including the federal low-income housing tax credit program, shall be inspected for confonnance v.rith the requirements of this regulation. In addition, dwelling unit owners shall maintain the dwelling units so as to comply with the requirements of this regulation. This requirement shall be enforced either by providing for reduction or abatement of housing assistance payments pending the correction of any discovered nonconfonnance.

C. Except in extraordinary circumstances a.«. determined by the Department, a recipient may nm rent an otherwise eligible dwelling untt if the recipient or the recipient's close relative, including a spouse, pan::nt, child, brother, sister, aunt, uncle, or grandparent, has an ownership or other financial interest in the dwelling unit.

05.05.03 09

.09 Grant Applications.

A. The Department may establish application forms and procedures for distribution of grants. These forms and procedures may be amended from time to time and shall be binding on all potential grantees.

B. If the Department requires an application for a grant. the application shall be made upon a standard grant application fonn prescribed or approved by the Department. Each grant application shall include sufficient information and documentation to evaluate the eligibility of the proposed local program. The Department may refuse m consider incomplete gram applications.

C. The Department shall enter into a grant agreement with each grantee that operates the Program.

05. 05. 03. 10

.10 Grant Fund Allocations. A. The Secretary shall establish a procedure for distributing gram funds that takes into considern.tion the need to serve eligible recipients on a Statewide basis.

B. The Secretary, in establishing the method of distributing grant funds, shall take into consideration for each political subdivision:

( 1) The number of lower income renter households;

(2) The number of lower income renter households that spend more than 50 percent of their income on rent;

(3) The shortage of affordable and available housing; and

( 4) Other factors that the Secretary considers relevant, which may include the following:

(a) A grantee's prior performance in distributing grant funds to eligible recipients; and

(b) The waiting list or pipeline of eligible recipients in a political subdivision.

C. Any allocated funds not used by the grantees for housing assistance payments or pemritted administrative costs shall be returned to the Department for reallocation to other grantees or for direct disbursement by the Depanment in the form of housing assistance payments to an eligible recipient.

D. The Department may retain funds allocated in any fiscal year for housing assistance payments to eligible recipients on a Statewide basis. These funds shall be distributed by the Department for housing assJstance payments m the f0llov.1ng ways:

( l) Directly to eligible rectpiems~ or

(2) Through a grantee.

E. The Department may detenmne the particular priorities for which the Department intends to give special consideration in funding. The Department shall notify grantees when it retains fimds. Grantees may also inquire of the Department concerning the availability of such funds.

05.05.03.11

.11 Local Program Selection.

In addition to the factors listed in Regulation .1 OB of this chapter, the Departmem, in deciding to award a grant, will take mto account the willingness of the grant applicant to contribute administrative costs and the degree to which the grant to the grant applicant contributc:s to geographic distribution of Program funds Statewide. The Department may also take into account rhe following factors:

A. The extent to which the grant applicant has otber available social service programs that it will integrate with the local program and the innovativeness of the local program;

B. The level of experience, capability, and coounitment of the grant applicant to initiate and administer the program; and

C. Any other factors deemed relevant by the Department. 05 05.0312

.12 Administration.

A. The Department, if it administers the Program directly, and the grantees shall use the Department's standard form documents as required by the Department.

B. Grantees shall maintain ac~uratt: financial records, in a fonn acceptable to the Department, of all tran.'iactions which relate to the grant, and shall make these records available to the Department for review on request.

C. Grantees shall make their records, administrative offices, and personnel, whether full-time, part-time, consultants, or volunteers, available to the Department upon request The Department may conduct visits before, during, or after any grant period.

D. Grantees shall submit reports to the Department at such times and containing such information as may be required by the Department.

05.05 03 13

.13 Hearings.

A. A recipient whose ben~efits are terminated by a grantee before the expiration of the term established by a grantee Wldcr Regulation .07B of this chapter has a right to a hearing before the grantee and may appeal any decision to the Secretary.

B. If requested by a recipient. a grantee shall hold a hearing at which a recipient and a grantee's local program may:

(I) Call witnesses;

(2) Offer evidence, including rebuttal evidence;

(3) Cross-examine any wimess another pany calls; and

(4) Present argument and summation.

C. A hearing shall be under oath and recorded.

D. A grantee's decision may be appealed on the record to the Secretary not later than 10 business days from the date of the decision. A written transcription of the hearing shall be paid for by the Department. The Secretary, or the Secretary's designee. shall render a decision that is final and not appealable.

E. If the Department tenninates the benefits of a recipient whose benefits are distributed directly to rhe recipient by the Department and not through a grantee, the recipient has a right to a hearing before the Secretary. The Secretary may delegate the authority to conduct the hearing to the Office of Administrative Hearings. The Secretary may also delegate to the Office of Administrative Hearings the authority to issue the final administrative decision of the Department, under State Government Article, § 10-221, Annotated Code of Maryland.

05.05.03.14 .14 Nondiscrimination.

A. Grantees may not discriminate against any person on the basis of race, color, religion, national origin, sex, marital starus, physical or mental handicap, sexual orientation, or age, except with regard to age as permitted under the federal Housing for Older Persons Act, as amended, or other similar federal laws, in any aspect of the local program.

B. Each grantee shall comply with all applicable federal, State, and local laws and Departmental policies and programs regarding discrimination, equal opportunity in employment, housing, and credit practices, and drug and alcohol free workplaces, including:

(I) Titles VI and VII of the Civil Rights Act of 1964, as amended;

(2) Title VIII of the Ctvtl Rights Act of 1968, as amended;

(3) Executive Order 01.01.1989.18 relating to drug and alcohol free workplaces;

(4) Arttcle 49B, Annotated Code of Maryland; and

(5) The American...:; with Disabilities Act of 1990, as amended.

05. 05 03.15

.15 Program Administration.

A. Any action or decision required or permitted to be taken or made by the Department pursuant to the Act or these regulations may be taken by the Director of the Admmistration, or the Director of Multifamily Housing, or their designees.

B. The Department may terminate a grant or refuse to make additional disbursements under a grant agreement if it finds chat the grantee is not complying with any of the requirements of the Program or the grant agreement

C. The Department may establish from time to time operational handbooks or manuals governing matters relating to the Program including descriptive sratements of Program procedures which do not directly affect the rights of the public, or the procedures available to the public.

05. 05.03.16

.16 False Statements.

Any recipient who knowingly makes or causes to be made a false statement or report shall be subject to immediate termination of the housing assistance payment, in addition to the criminal penalties authorized bylaw.

05. 05.03.17

.17 Waiver.

The Secretary may waive or vary particular provisions of these regulations to the extent that the waiver is not inconsistent with the Act if: A. Conformance to the requirements of any federal, State, or local programs used in connection with a grant necessitates waiver or variance of a regulation; or

B. In the detennination of the Secretary, the application of a regulation in a ~-pecific case or in an emergency situation would be inequitable or contrary to the purposes of the Act.

0505.03.18

.18 Severability.

The provisions of these regulations are severable. A judgment by any court of competent jurisdictiOn fmding or declaring that any provisions of these regulations or the application of any provision to any person or circumstance 1s invahd does not affect the validity of the remaining provisions of the regulations or any other application of these regulations, and the remaining regulations shall have full force and t!ffecr as if no judgment had been entered.

05.05.03.9999

Administrative History

Effective date:

Regulations ,01-.17 adopUd .u an emergency provision effective February 23, 1987 {14:6 Md. R. 707); emergtncy stanu; ex:tended at 14:20 Md. R. 2138

Regulations ,01~.17 adopted effective November 30, 1987 (14:24 Md. R. 2S54)

Chapter recodified from CO MAR 05.01.29 to COMAR OS.05.03

Regulation .038 amended effective february 20, 1919 (16.3 Md. R. 340)

Regulation .06A amended effective february 20, 1989 (16:3 Md. R. 340}

Regulation .06A ameaded as an emergency provision effective July 1, 1~ (22:14 :Wd. R. 1044}; emergency status expired January 1, 1996; amended permanently effectin March 25, 1996 (23:6 Md. R. 474}

Regula!ion .068 amended effec-tive february 10, 1989 (16~ Md. R. 340)

Regulation .060 adopted effective February lO, 1919 (16:3 Md. R. 340)

Regulation .078 amended as an emera;ency provisioa effective July I, J99S (22:14 Md. R. 1044); emergency status expired January 1, 1996; amended permanently effecfive Mardl25,1996 (23:6 Md. R. 474)

Regulation .088 amended as aa emergency provision effecti¥e July I, 1995 (22: 14 Md. R. 1044); emergency status expired JanLary 1, 1996; amended permanently effective March 25,1996 (23:6 Md. R. 474)

Regulation .08E repealed effective February 20, 198!J (16:3 Md. R. 340}

Regulation .09A amended effective February 20, 1989 (16:3 Md. R. 340)

Regulation .098 amended as an enwrcen~y provision effective July 1,1995 (22:14 Md. R. 1044); emergency status npired January 1, 1996; amended permaneatly effKtive M.arch 2.5, 19% (23:6 Md. R. 474) Regulation .09C :~mended effective Febru.ry 10, 1989 (Hii:J Md. R. 340)

Regulation .()9E adopted as an emergen~y proviUon effecdve July I, 1995 (Zl: 14 Md. R. 1044); emergeacy staru1 expired January I, 1996; adopted permanentJy effective March 25, 1996 (23:6 Md. R. 474)

Regulation .10 amended d(ec:dve February 20, 1989 (16:3 Md. R. 340)

Regul:~tion .110 amended effective February 20, 1989 (16:3 Md. R. 340)

Regulation .tz amended a1 an emergency provision effective July I, I99S (12:14 Md. R. 1044); emergency status expired January I, 1996; amended permanently effective March 15, 1996 (23:6 \1d. R. 474)

Regulation .13 amended effective February 20, 1989 (16:3 ~d. R. 340)

Cbapter revised effective June 18, 1999 (26:13 Md. R. 1018)

Regulation .058 amended effective September 12,1005 (32:18 Md. R. 1:518)

Regulation -06A, 0 amended effective April 30, 2001 (18:8 Md. R. 759)

Regulation .098 amended effective April 30, 2061 (28:8 Md, R. 7S9)

Regulation .09C amended effective September J2, 2005 (31:18 Md. R.1518)

Regulation .IJ repealed and new Regulation .l3 adopted effective April30, :ZOO I (18:8 Md. R. 759)

Cb.apter revised effective February 26, 2007 (34:4 Md. R. 398)

Chapter revised d'fective April6, 2009 (30:7 Md. R. Sll) MARYLAND DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT

RENTAL ALLOWANCE PROGRAM INCOME LIMITS- 2014 JliRISDICTION I PERSON I I 2 PERSON ,f 3 PERSON I I 4 PERSON I 5 PERSON I. 6 PERSON I 7 PERSON I I 8 PERSON IIOliSEIIOLD IIOliSEHOLD HOUSEHOLD IIOUSEHOLD IIOIISEHOLD HOUSEHOLD IJOliSEIIOLD HOliSEIIOLD

~ ~ ~ ~ ~ ~ ' Baltimore MSA I~ 18,750 21,450 24,100 26,800 28,950 31,100 iii 33,200 35,350 *'Washington MSA $ 22,600 $ 25,800 $ 29,050 $ 32,250 $ 34,850 $ 37,450 $ 40,000 $ 42,600 Allegany $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Caroline $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Cecil $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Dorchester $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Garrett $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Kent $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 St. Mary's $ 20,000 $ 22,850 $ 25,700 $ 28,550 $ 30,850 $ 33,150 $ 35,450 $ 37,700 Somerset $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Talbot $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Washington (county) $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Wicomico $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 Worcester $ 18,750 $ 21,450 $ 24,100 $ 26,800 $ 28,950 $ 31,100 $ 33,200 $ 35,350 ' INCLUDES: Baltimore City and Anne Arundel, Baltimore, Carroll, Harford, Howard, and Queen Anne's Counties " INCLUDES: Calvert, Charles, Frederick, Montgomery, and Prince George's Counties

Note: For the purpose of establishing whether a household is eligible to participate in the Rental Allowance Program, household income is determine To be gross annual income less a deduction of$480 for each dependent child under the age of 18. Rental Allowance Program Contact List - Local Administering Agencies(LAA) Page I of 3

(#ctiOO SiteMant Sitel\1apPathl Skinlink) Home (/\Vebsite/Default.aspxl >>Programs UWebsite/Proerams/Defnult.nsoxl >> Rental Assistance (/\V ebsite/Programs/ProgramList.aspx?se1=5l >>RAP Rental Allowance Proeram (RAP) (/\Vebsite/Programs/RAP/Default.aspx) >>RAP Contact List- Local Contact Administering Agencies(LAA) List- Local Administering Agencies (LAA)

County Office Address Contact Person & Telephone Number AJ!egany County Human Resources Development Commission Alkgany 125 Virginia Avenue 30!-783- I 880 Cumberland. MD 21502 Anne Arundel Community Action Agency Arlene Jackson, Director Of 251 West St., P. 0. Box 1951 Empowennent Services Annapohs City Annapolis, MD 21401 •J0-626-1900, Ext. I 019 service provider •10-295-5052 FAX Housing Commission of Anne Arundel County HCAAC- Resource Center P.O. Box 817 Anne Arundel 41 0-222-6200, Ext. 1710 7477 Baltimore Annapolis Blvd. 41 0-222-0077 FAX Glen Burnie, MD 21060 Housing Authority of Baltimore City Corliss Alston, Director, Rental Programs Department of Rental and Assisted Housing Nonnan Young, Program Manager Baltimore City 1225 West Pratt Street 443-984-2222 or 443-984-2228 Baltimore, MD 21223 410-361-9616 FAX Lisa Coleman, Program Manager Baltimore County Dept. of Health & Human Services Pauline Walsh, Eligibility Serv1ces Otlice of Housing Supervisor Baltimore County Dmmcastle Center 41 0-853-891 0 or 410-853-8911 640 I York Road, 2nd Floor Plense Note: To be eligible you must he Baltimore. MD21212 homeless and in a County Shelter Housing Authority of Calvert County Bonnie Burris Calvert -H!O Main Street, P.O. Box 2509 41 0-535-5010, Ext. 305 Prince Frederick, MD 20678 410-535-4286 FAX St. Martin's Ministries •I0-634-1140 P.O. Box 996 410-634-1507 FAX Caroline 14376 Benedictine Lane stmartinsministries.org Ridgely, MD 21660 (http://www.stnutrtinsministries.org) Carroll County Department of Citizen Services Bureau of Housing Rita Zimmerman, Deputy Director Carroll 10 Distillery Drive, Suite I 0 I 410-857-2999 or 41 0~386-3600 Westminster, MD 21157 Diana L Morgan-Kiusak, Assistant Department of Social Services of Cecil County Director, County Programs Cecil 170 East Main Street Geraldine Crockett l'lkton.MD21921 410-996-0242 or 41 0-996-0 I 00 41 0-996-0696 FAX Rita Wood. Chief off-lousing Department of Community Services 301-934-0 I30 or 30 I -934-9305 Charles 8190 Port Tobacco Road 301-934-5624 FAX Port Tobacco. MD 20677 Please Note: To be eligible you must be homeless and in a County Shelter Delmarva Community Services Nancy Shockley, County Board Director Community Action Center Rosetta Brown, RAP Dorchester 1000 Goodwill Ave. 410-901-2991"' 41 0-221-1900 Cambridge, MD 21613 410-901-2998 FAX The Religious Coalition 27 DeGrange Street Nick Brown Frederick Frederick, MD 21701 301-631-2670, Ext I 05 Intake/Eligibility- Please call first Linda Green, Service Coordinator, Garrett County Community Action Corp, Inc. Division Director Garrett I 04 East Center Street Denise Fazenbaker. RAP Program Admin Oakland, MD 21550 30!-334-9431 301-334-8555 FAX Harford Harford County Housing Agency Shawn A. Kingston, Director 15 South Main Street Frank j_ Baamonde, Housing Services

http://mdhousing.org/Website/programs/rap/agency.aspx 1>/R/70 I L1 Rental Allowance Program Contact List- Local Administering Agencies(LAA) Page 2 of 3

Suite 106 Counselor Belair, MD21014 410-638-3045, Ext. 1826 410-879-7148 FAX Howard County Housing Nicole Harris Howard 9 I 40 Guilford Road, Suite A 410-313-6369 Columbia, MD 21046 410-313-1466 or 69 FAX Kent County Department of Social Services Julie Handzo. Asistant Director 350 High Street Robin Ha\Vthome. RAP Supervisor Kent Post Office Box 670 410-810-7600 Chestertown, MD 21620 410-778-9694 FAX Housing Opportunities Commission Resident Serv1ces Stacey L. Spann, Executive Director I 0400 Detrick A venue Rita Harris Montgomery Kensington, MD 20895 240-627-9729 301-949-5905 FAX 240-627-9379 Homeless# for RAP Yvonne Alexander, Special Assistant to Housing Authority of Prince George's County the Director Prince George's 9200 Basil Court, Suite 230 Patricia Bates. RAP Largo, MD 20774 30 1-883-5511 JOI 883-3403 FAX Queen Anne's County Division of Housing & Community Services Post Oftice Box 327 Priscilla Mileski, Program Coordinator ()ueen Anne's I 04 Powell Street 410·758-3977 Centreville. MD 21617 Gary R. Pusey, Director Somerset County Department ofTechnJCal & Community Services Vicky Ford, RAP Somerset I 1916 Somerset Avenue, Suite 2! I 410-651-1424 or 41 0-651- 1005 Princess Anne, MD 2 I 853 410-651-2597 FAX Dennis Nicholson. Executive Director Housing Authority of St. Mary's County Tomica Scriber, Program Manager St Mary's 21155 LexwoodDrive, Suite C 30 1-866-6590. Ext. 1427 Lexington Park, Maryland 20653 301-737-7929 FAX Marilyn M. Neal, Executive Director Neighborhood Service Center Christina Kinnamon. Project Manger Talbot 126 Port Street 410-822-5015 Easton, MD 21601 410-822-4594 FAX Donna Rose, Director of Case Washington County Community Action Council, Inc Management Washington I 0 I Summit A venue 301-797-4161, Ext. 127 Ilagerstown, MD 21740 301-791-9062 FAX Puula M. Erdie, Director Wicomico County Department of Social Services Gaylena Bivens, Assistant Director. Wicomico 20 I Baptist Street, Suite 27 Planning & Sp. Projects Salisbury, .'v!D 2180 I 410-713-3913 410-713-3910 FAX Peter Buesgens, Director Jody Hurley, RAP Coordinator Department of Social Services of Worcester County Mary Beth Quillen, Assistant Director 299 Commerce Street Worcester Administration P.O. Box 39 41 0-677-6895 Snow Hill, MD 21863 410-677-6834 410-677-6810 FAX

For More Information, Contact:

Kathy Mizzer, Multifamily Housing Community Development Administration Maryland Department of Housing and Community Development I 00 Community Place Crownsville, MD 21032-2023 _\ I iner:U: d hcd.sta te. m d. us (mail to: .\-1 izze rrQ;d hcd, state. m d. us I 410-514-7554

http: //mdhousing _org/W e bsi te/pro grams/rap/agency .aspx 6/8/2014 Rental Allowance Program Contact List- Local Admmistenng Agencies~LAAJ ragt: -' u1 -'

' ~~;~~·- -­ MAR LAND

http://mdho using. org/We bsi te/programs/rap/ agency .aspx 6/8/2014 tnergy !:ttrctency Programs Page I of I

(#ctiOO SiteMapl SiteMapPathl Ski pLink) Home (!Website/Default.aspxl » Energy Efficiency Programs Ener~ Efficiency Programs

The Maryland Department of Housing and Community Development is committed to educating consumers on available reso increase their energy efficiency. Energy saving improvements can translate into safe and comfortable buildings and lower en Currently the department offers the following programs:

Resources for Homeowners

The Be SMART Program !BeSmart/Default.aspxl The Be SMART Program provides favorable interest financing for residential energy efficiency improvements.

The Weatherization Assistance Program !WAPl (WAP/Default.aspxl The Weatherization Assistance Program helps eligible low-income households through the installation of energy conservatic dwelling units.

The EmPOWER Low Income Energy Efficiency Program {LIEEP) {LIEEP/Default.aspx) The EmPOWER Low Income Energy Efficiency Program, funded through EmPOWER Maryland utility partnerships, helps with the installation of energy conservation materials in their homes at no charge. -~ Resources for Rental Property Owners

EmPOWER Multifamily Energy Efficiency and Housing Affordability (meeha/meehaempower.aspxl The purpose of the Multifamily Energy Efficiency and Housing Affordability (MEEHA)-EmPOWER Program is to promo!< affordability in the State's multifamily rental housing developments for low and moderate income households. These imprO\ reduce a building's energy use and lower utility bills for occupants.

HELPFUL INFORMATION AND OTHER RESOURCES

Program Guidance for Network Partners !WAP/GuidanceDocs.aspxl ~ MAR LAND

http://www.mdhousing.org/Website/Programs/EnergyEfficiencvPro!!rem' "'n" ··------ntstory or MDoA Page I of2

The Maryland Department of Aging

The Department of Aging protects the rights and quality of life of older persons in Maryland. To meet the needs of senior citizens, the Department administers programs throughout the State, primarily through local "area agencies" on aging. Area agencies administer State and federal funds for local senior citizen programs. These programs include advocacy services, health education, housing, information and referral, in-home services, and nutrition (Maryland Annotated Code Human Services Article, sees. 10-201 through 10-214).

The Department monitors and provides technical assistance to a network of nineteen area agencies on aging that serve all counties and Baltimore City. Grants of federal and State funds for local programs to serve the elderly are provided by the federal Older Americans Act (Title Ill), the federal Food and Agriculture Act (sec. 700), and State general funds. Area agencies also receive local funds, private donations, and contributions from program participants.

The Department of Aging works through five divisions: Budget and Fiscal Services; Client and Community Services; Continuing Care; Housing Services; and Program Development. The Department is aided by the Commission on Aging and the Financial Review Committee. Agency History

In 1959, MDoA originated as the State Coordinating Commission on the Problems of the Aging (Chapter I, Acts of 1959). It was renamed Commission on the Aging in 1971 (Chapter 595, Acts of 1971). The Governor's Coordinating Office on Problems of the Aging was established by the Governor in 1974. In 1975, the Commission on the Aging and the Governor's Coordinating Office on Problems of the Aging merged to form the Office on Aging, a cabinet-level agency (Chapter 261, Acts of 1975). In July 1998, the Office was restructured as the Department of Aging, a principal executive department (Chapter 573, Acts of 1998).

Statutory Base

Two statutes serve as the primary base for Maryland Department of Aging (MDoA) operations: Human Services Article, Title I0, Annotated Code of Maryland, and the federal Older Americans Act of 1965, as amended. The major duties assigned to MDoA under these statutes are to:

Administer programs mandated by the federal government; Establish priorities for meeting the needs of Maryland's senior citizens; Evaluate the service needs of Maryland's senior citizens and detennine whether or not programs meet these needs; Serve as an advocate for seniors at all levels of government; and Review and fonnulate poJicy recommendations to the Governor for programs that have an impact on senior citizens.

MDoA Organization

MDoA receives state general funds as approved by the General Assembly and federal funds through the Older Americans Act and other sources to carry out its mission.

The partnership between MDoA and the 19 local Area Agencies on Aging (AAAs) provides programs and services for seniors statewide. AAAs are local governments or non-profit organizations designated by MDoA under federal statutory authority to provide for a range of services to meet the needs of older Marylanders. Each AAA is required to submit a plan for the delivery of services. Approval from MDoA is based on the AAAs having met State and federal statutory and regulatory requirements. State and federal funds are allocated to AAAs based on formulas developed by MDoA in cooperation with the AAAs.

AAAs receive additional funds through county and municipal support and other public/private contributions. AAAs provides services to seniors either directly or through contracts with other public or private organizations. While programs

http://www.aging.maryland .gov/AboutMDoA. htm I HISTOry ot MIJoA Page 2 of2

such as infonnation and assistance and nutrition are available to ail seniors, the increase in the number of seniors and limited public funds necessitate that services be directed first to those seniors in greatest social and economic need and those who may be at risk of institutionalization. Our Mission Statement

The Maryland Department of Aging, partnering with the Area Agencies on Aging and other organizations, provides leadership, advocacy and access to information and services for Maryland seniors, their families and caregivers. MDoA 's Vision

fhe Maryland Department of Aging envisions Maryland as a State where all people are able to age with dignity, opportunity, choice and independence.

Commission on Aging

The Commission on Aging advises the Secretary of Aging about the needs of the elderly in Maryland and the work of the Department of Aging. The Commission originated as the State Coordinating Commission on the Problems of the Aging in 1959 (Chapter I, Acts of 1959). It reformed under its present name in 197 I (Chapter 595, Acts of 1971).

The Commission's thirteen members are appointed to four-year tenns by the Governor who names the chair (Code Human Services Article, sec. 10-208).

Financial Review Committee

The Financial Review Committee was created in I 985 (Chapter 752, Acts of 1985). At the request of the Department of Aging, the Committee evaluates the financial condition of providers of continuing care who are experiencing financial difficulty. The Committee recommends what action the Department should take.

The Committee's seven members are appointed to three-year terms by the Secretary of Aging (Code Human Services Article, sees. I 0-463 through I 0-469). Key Goals

To ensure that older citizens are treated with dignity and respect, MDoA, through leadership, advocacy and community partnerships, has established four goals. Programs and services administered by MDoA are the vehicles for achieving the goals, which allow for flexibility and change in the way programs can be structured for future generations of seniors. The goals are:

Goal #I Empower older Marylanders, their families, and other consumers to make informed decisions about, and to be able to easily access, existing health and long-tenn care options. Goal #2 Enable older Marylanders to remain in their own homes with a high quality of life for as long as possible through the provision of home and community-based services, including supports for family caregivers. Goal #3 Empower older Marylanders to stay active and healthy through Older Americans Act services and the prevention benefits under Medicare. Goal #4 Ensure the rights of older Marylanders and prevent their abuse, neglect and exploitation.

jW3~"""' 1.0XHT~ . . (h ttp://vahdator. w3.org!check ?u r1 referer)

http://www.aging.maryland.gov/AboutMDoA.html Programs and Services Page I of2

MDoA Programs and Services Supported

Program or Service Names Congregate Housina Services Program

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A State Job (http://www.jobaps.com/MD) Birth. Marriage. Death Certificates lhttp://vsa.maryland.govf) My refund status (http://individuals.marylandtaxes.com/refundstatus/default.aspl Child support information (http://www.dhr.state.md.us/csea/support.php)

http://www.aging.maryland.gov/ProgramsAndServices.html 6/8/2014 Programs ano :serv1ces !'age L. or L.

Real Property Database Unclaimed property (http://compnet.comp.state.md.us/Compliance Division/Unclaimed PropertyQ Maryland court cases IW3C ~.'t.TiotLU . . ~ (http://vahdator.w3.org!check?un referer)

http ://www.aging.mary land.gov /ProgramsAndServices.html 6/8/20 14 Date Signed Application Received Jn MARYLAND DEPARTMENT OF HUMAN RESOURCES Local Deplftm.,t FAMILY INVESTMENT ADMINISTRATION MUST BE DATE STAMPED APPLICATION FOR ASSISTANCE FOR ONE PERSON PLEASE PRINT ALL ANSWERS Do you have 01 wish to apply for: 01 am currently receiving: unpaid medical D Cash Assistance OCash Assistance bills in the last OMedical Assistance OMedical Assistance: ID# 3 months? D Food Supplement Program (formerly food D Food Supplement Program (formerly food stamps) 0YES0NO stamps) D Other, list: DOther, list: 1. IDENTIFYING INFORMATION Last Name I First Name I Middle Name I Jr., Ill, etc. I Maiden/Other Name

What lang_uage do you speak? I Do you need an interpreter? DYES ONO Are you visually impaired 0YES0NO I Are you hearinQ impaired? 0YES0NO 2. ADDRESS - Where do you live? Number Street Apt No. Floor No. Telephone Number

City State Zip Code+ 4 Number where you can be reached during the day

3. MAILING ADDRESS (IF DIFFERENT) Number Street I Apt. No. I Floor No. I Telephone Number

P.O. Box I City I State 1Zip Code+ 4 If you are applying for the Food Supplement Program (FSP) you can complete all of the form and give it to us now. You may also fill in your name, address, sign this page and give it to us. You can then finish the rest of the application at home and bring or mail it back to the office. Your Food Supplement benefit is based on the date you sign this application and give it to the department of social services. You may get Food Supplement benefits right away if you meet one of the following conditions: )> Your household's monthly rent or mortgage and utilities are more than your household's income and resources. )> Your household's gross monthly income is less than $150, and your resources, such as bank accounts, are $100 or less. )> Your household is a migrant or seasonal farm worker household. If you qualify to get Food Supplement benefits right away, you will receive them within 7 days from the date you sign the form. You will nol!l!'t exoedited Food Supplement benefits, if eHgible until we aet a comoleted aoolication form and interview vou. YOUR SIGNATURE I DATE

4. EXPEDITED SERVICES (CUSTOMERS SHOULD NOT WRITE IN THIS AREA- FOR AGENCY USE ONLY) Applicants who meet the standards below are eligible to receive FSP benefits within 7 days. The customer must be interviewed, either in person or by telephone, in order to detenmine eligibility for expedited service. The application must be complete, signed, and identity verified before expedited benefits can be issued. 1. Is the total household income this month, before deductions, less than $150 AND household cash/savings $100 or less? o Yea o No Estimated seif-nsported income for this month = $ Household's monthly rent or mortgage amount =$ Household cash and savings for all members= $ Appropriate utility standard (SUA, LUA or actual) = $ A. Total income and liquid resources= $ B. Total shelter coste = $ 2. Is the total amount for B. (Total shelter coste) greater than the total for A. (Total Income and liquid reeources)? o Yes o No 3. Are the household members destitute migrant or seasonal tanm workers whose cash and savings are $100 or less? o Yes oNo If the answer to any of the above questions Is yes, this household Is potentially eligible for expedited FSP benefits 4. If there is another reason why this household should NOT be expedited, list ~here: I certify that I screened this applicant for expedited Food Supplement Program benefits and determined that the household o was o was not eligible for expedited Issuance at this time. Signature of Cue Manager Date

FOR LOSS Office Programs Applied For I Receiving Assistance Unit I D's WORKER USE Case Manager's Name ONLY Client 10 Application/Redetermination Date

DHR/FIA CARES 9702 (Revised 8/10) 5. AUTHORIZED REPRESENTATIVE (IF DESIRED) First Name I Middle Name I Last Name Jr., Ill, etc.

Number Street I City I State I Zip Code+ 4

Telephone Number I Relationship to you

Check what you want the representative to do: Dcomplete interview for you D Cash your check D Receive your notices DSign your application D Cash your Food benefits D Receive your Medical Assistance Card

6. INDIVIDUAL INFORMATION Complete the section below. Last Name First Name I Middle Name Jr., Ill etc. Maiden/Other Name Social Security Number List Additional Social Security Number Date of Birth

Sex Ethnicity• (see below) Race• (see below) Marital Status 0Male DFemale Resident of Maryland Due date if pregnant Number of babies Receiving Prenatal Care? DYESDNO expected? 0YESDNO Receiving benefits in another state: Public Assistance? DYES DNO Food benefits? DYES DNO Medical Assistance? DYES DNO U.S. Citizen? Student? On Strike? Disabled or Medical Medicare Medicare# DYESDNO DYESDNO DYESDNO Incapacitated? Insurance? Part A DYES0NO DYESDNO DYESDNO 7. MIGRANT WORKER 8. BOARDER If you are a boarder fill in this sections: Are you a migrant worker? D' Number of Meals per Day I ~ost of Meals per Month YES DNO 8 IMMIGRATION STATUS- If you are not a United States citizen, fill in this section INS Status Newly Legalized Status Date Sponsored Alien I Country of Origin 0YESDNO US Entry Date INS Number

9. SCHOOL- If you are in school, fill in this section: Student Status Educational Level Highest Grade Completed DFull-time DEiementary D College DHalf-time DSecondary D Other, List: Expected Graduation Date (If in high DLess than half-time school) School Name I School Number

School Address City State Zip Code+ 4

10. DISABILITY- If vou are disabled or incapacitated, what is the disability?

*use the codes below to complete the Race and Ethnicity blocks. Enter each code that applies, using at least one code for each person. Ethnicity Codes: 1= Hispanic or Latino, 2=Not Hispanic/Latino. Race Codes: You can choose one or more race code- !=American Indian/Alaskan Native, 2=Asian, 3=Biack/African American, 4=Native Hawaiian/Pacific Islander, 5=White Note: You do not have to give information about your race or ethnicity. If you do, it will help show how we obey the Federal Civil Rights Law. We will not use this information to decide if you are eligible. If you do not give us your race, it will not affect your application. The case manager will enter a race code for statistical purposes only. Title VI of the Civil Rights Act of 1964 allows us to ask for this information.

DHR/FIA CARES 9702 (Revised 8/10) 2 11. MEDICAL INSURANCE -lfvou have medical insurance, fill In this section: Policy Number I Group Number I Policy Holder Name

Relationship to Policy Holder

POLICY HOLDER ADDRESS Number Street

City I State I Zip Code+ 4 I Telephone Number INSURANCE COMPANY Insurance Company Name

Number Street

City I State I Zip Code+ 4 I Telephone Number UNION Union Name I Union Local Number

Number Street

City I State I Zip Code+ 4 I Telephone Number

12. VETERAN INFORMATION - If you are a veteran or a disabled widow or widower, or a disabled child of a deceased veteran fill in this section: Veteran's Name I Relationship to Veteran I Veteran's Status Military Service Number

13. MEDICAL EXPENSE If you are 60 or older, blind or disabled and applying for or receiving Food Supplement Program benefits, do you have medical bills that vou must pay? DYES DNO If Yes, bring in your bills. 14. LIQUID ASSETS - Com_plete for assets as of the 1•• dav of the month. Check Yes or No for each ASSET TYPE AMOUNT ACCOUNT FDIC INSTITUTION ASSET TYPE CHECK ONE OWNER Balance/value NUMBER NUMBER Cash on Hand OYESl]NO $ N/A N/A N/A

Checking Accounts DYES UNO $

Savings Accounts 0YES0NO $

Credit Union Accounts UYESUNO $

Trust Funds UYES0NO $

IRA or Keogh Accounts DYES UNO $

Stocks, bonds, UYESUNO $ Certificates, Money Market Funds. mutual funds, treasury or Other Notes Annuities: 0YES0NO $ Other, List: UYESUNO $

Other, List DYES UNO $ Other, List DYES UNO $

DHR/FIA CARES 9702 (Revised 8/10) 3 15. LIFE INSURANCE AND FUNERAL PLANS If you have any life insurance or pre-paid burial plans or funds, fill in this section. List all policies and plans no matter who pays for them. NAME OF PERSON ORIGINAL FACE CURRENT POLICY NUMBER LIFE COMPANY, WHO PAYS VALUE OR CASH OR ACCOUNT INSURANCE FUNERAL HOME OR VALUE OF PLAN VALUE NUMBER OR BURIAL BANK NAME PLAN $ $

$ $

16. REAL PROPERTY - If you own property other than where you live. fill in this section. Include burial plots. Number Street City State Zip Code +4

How Used? I Current Fair Market I Amount Owed Now I Trying to Sell 0YES0NO Number Street City State Zip Code+ 4

How Used? I Current Fair Market I Amount Owed Now I Trying to Sell 0YES0NO 17. OTHER ASSETS- If you own other assets not listed, such as antiques, boat, recreational vehicle, coin collections, furs. jewelry, livestock, or stamp collections, fill in this sections: ASSET TYPE CURRENT FAIR MARKET VALUE AMOUNT OWED

$ $

$ $ 1B. POTENTIAL ASSET OR INCOME- If you are expecting to receive an accident settlement. trust fund, inheritance or other money or property, fill in this section. Type Lawyer Name

Explanation Lawyer Telephone

19. TRANSFER OF ASSETS - if you sold, traded or gave any property, motor vehicles, stocks, bonds, cash or other assets in the past 3 years (5 years for a trust), fill in this sections: Transfer Date Who Received the Asset? I Type of Assets

Fair Market Value When I Amount Received I Reason for Transfer Transferred 20. INCOME FROM WORKING- If you are working now, fill in this section. If not, list the last job held. Include full-time, part-time or temporary work or self-employment, such as owning a business, roomer or boarder income, babysitting, home demonstrations, cleaning houses, odd jobs, etc. Rate of Pay Number of Amount Per How often if Job Ended, NAME OF EMPLOYER Hours Pay Period Received? Date and (INCLUDE ADDRESS AND PHONE NUMBER) Worked amount of Last Pav

DHRIFIA CARES 9702 (Revised 8110) 4 21. OTHER INCOME AND BENEFITS Check if you are receiving, have applied for or have been denied any of the followin!l:

TYPE OF BENEFIT RECEIVING AMOUNT APPLICATION STATUS APPLICATION BENEFITS OR DENIAL DATE Alimony YES NO $ Applied for Denied Child Support YES NO $ Applied for Denied Social Security Claim#: YES NO $ Applied for Denied SSI Claim#: YES NO $ Applied for Denied Railroad Retirement Benefits Claim#: YES NO $ Applied for Denied Veteran's Pension/Benefits YES NO $ Applied for Denied Unemplovement Benefits YES NO $ Applied for Denied Worker's Compensation YES NO $ Applied for Denied Pension or Retirement YES NO $ Applied for Denied Disablility/Sick!Maternitv Benefits YES NO $ Applied for Denied Union Benefits YES NO $ Applied for Denied Military Allotment YES NO $ Applied for Denied Money from Friends or Relatives (loans & other) YES NO $ APPlied for Denied Money from Rental income YES NO $ Applied for Denied Black Lunq Benefits YES NO $ Applied for Denied Lump Sum Amounts YES NO $ Applied for Denied Civil Service Annuity YES NO $ Applied for Denied Public Assistance/State Disability Benefits from YES'- NO $ '- Applied for _Denied Another State Interest or Dividends from Stocks, Bonds, UYES0NO $ 0Applied for UDenied Savinqs, or Other Investments Other Income (not listed above) UYESUNO $ UApplied for UDenied Specify

Other Income (not fisted above) UYESUNO $ UApplied for UDenied Specify

22. SHELTER COSTS- Are you paying for any of the following? Complete only if you are applying for Food Supplement benefits Expenses Check One Amount How Who Expenses Check One Amount How Who Pays? Often Pays? Often Paid? Paid? OYESONO $ Sewer OYESONO $ Rent OYESONO $ Garbage OYESONO $ Mortgage OYESONO $ Coop/ OYESONO $ Electr"1c Condo Fee OYESONO $ Homeowner OYESONO $ Oil Insurance (if OYESONO $ not included Gas in mortqaqe) Property OYESONO $ Other Utility OYESONO $ Taxes Cost, list OYESONO $ Other Utility OYESONO $ TelePhone Cost, list OYESONO $ Other Utility OYESONO $ Water Cost, list

DHR/FIA CARES 9702 (Rev1sed 8/10) 5 23. SHELTER COSTS- (continued) Are you paying for any of the following? Complete only if you are applying for Food Suj)plement benefits Do you live in: o Public Housing o Section 8 Housing o FMHA 515 Housing o Private Housing Is heat included in your rent? o Yes o No Do you pay an electric bill for lights or cooking? o Yes o No If heat is not included in the rent, what is your source of heat? Do you pay for air conditioning? oYesoNo Have you received Energy Assistance at your current address within the past 12 months? o Yes o No Does someone help you with your utility costs? o Yes o No If yes, who? Are you sharing any of the shelter costs listed above? o Yes o No If yes, with whom? Your share?

TYPE OF EXPENSES WITH WHOM TOTAL AMOUNT AMOUNT OF YOUR SHARED OF SHARED EXPENSES SHARE

$ $

$ $ 24. ADDITIONAL INFORMATION

25. HOUSEHOLD'S DECLARATION INQUIRY- Complete rf you are applyrng for Temporary Cash Assrstance or Food Supplement benefrts 1. Has anyone in your household ever been convicted of a felony committed on or after August 22, 1996 that involved drugs? o YES o NO If yes, who? -c--,-:-,.,---.,----,..--,.,----::--,--,:---:-:---::---:-:----:-:::------2. Is anyone in your household currently violating parole or probation or fleeing from the police or the courts? o YES o NO If yes, who?--...,.--,-,---:---::-::-=~--=-...,....--,--,.,--=---,-:-----,::-...,.,---:- 3. Has anyone in your household been convicted since August 22, 1996 in a Federal or State Court for not telling the truth about where they lived or their identity in order to receive food supplement benefits or cash assistance from more than one place in the same month? o YES o NO If yes, who? -:,---,----..,--,..,.,,---,---,,.-,;-:---..,.-:---..,----:-7--,:---=-::=::----::---- 4. Has a court convicted any member of your household for trafficking food supplement benefits of $500 or more? o YES o NO If yes, who?,.....,..__,--,---,---,.--.,..,---,.,.-----...,--:----,-.,--.,-:-:---:----,- 5. Is anyone in your household receiving benefits under another identity or as a member of another household or in another State? o YES o NO If yes, who?______

DHR/FIA CARES 9702 (Revised 8/1 0) 6 RIGHTS AND RESPONSIBILITIES YOU HAVE THE FOLLOWING RIGHTS

RIGHT TO WRITTEN NOTICE- We must always give you a written notice explaining your benefits when we approve your case. We must always give you written notice when we change your benefits, deny or close your case. You have 90 days from the notice date to ask for a hearing. If you ask for a hearing within 10 days, you may be able to keep getting benefits while you wait for the hearing.

RIGHT TO APPEAL- Ask for a hearing if you disagree with the Department's decision. Your case manager can help you write your appeal. At the hearing, you can speak for yourself or bring a lawyer, friend or relative to speak for you.

EQUAL RIGHTS- Federal law and U.S. Department of Agriculture (USDA) and U.S. Department of Health and Human Services (HHS) policy state we cannot discriminate against you because of race, color, national origin, sex, age, or disability. Under the Food and Nutrition Act and USDA policy, we also cannot discriminate against you because of religion, political beliefs or retaliation.

If you think we have discriminated against you contact USDA or HHS. To contact USDA write USDA, Director, Office of Civil Rights, 1400 Independence Avenue SW, Washington, DC 20250-9410. You may also call toll free, 1-866-632-9992 (voice). TDD users can contact USDA through local relay or the Federal Relay at 1-800-877-8339 (TDD) or 1-866-377-8642 (relay voice users). To contact HHS, write Office for Civil Rights, Health and Human Services, 150 S. Independence Mall West- Suite 372, Philadelphia, PA 19106-3499. You may also call HHS toll free at 1-800-368-1019 (voice) or 1-800-537-7697 (TDD). You may also send an email to [email protected]. USDA and HHS are equal opportunity providers and employers.

For the Food Supplement Program, if you need this information in a different format (Braille, large print, audiotape, etc.), contact the USDA's TARGET Center at 202-720-2600 (Voice or TDD). If you need information about this program, activity or facility in a language other than English, contact the USDA agency responsible for the program or activity, or any USDA office.

RIGHT TO PRIVACY- You are giving personal information in the application. We use the information to see if you are eligible for benefits. If you do not give the information, we may deny your application. You have a right to review, change, or correct any information. We will not show your information or give it to others unless you give us permission or federal and state law allows us to do so.

RIGHT TO CLAIM GOOD CAUSE- If you want Temporary Cash Assistance (TCA), you must help the Department get child support. You may not have to help if it puts your or your family in danger.

RIGHT TO REFUSE HELP- You do not have to accept help from a religious organization if it is against your religious beliefs.

RIGHT TO TIMELY APPLICATION PROCESSING- If you are eligible for expedited Food Supplement Program benefits we must give you your benefits within 7 days. For the regular Food Supplement Program and other programs, except for certain Medical Assistance programs, we must process your application within 30 days. There are times when there is a delay in processing. If there is a delay, we will send you a letter to tell you why there is delay in processing your application.

DHR/FIA CARES 9702 (Revised 8/10) 7 RIGHTS AND RESPONSIBILITIES

Authorization to Receive Family Planning Information

If you want information, you can ask your case manager for a Family Planning Guide. You may also contact: • 1-800-546-8900 if you need help in finding a provider for birth control or arranging prenatal care, or • The Center for Maternal and Child Health at 410-767-6713 www.fha.state.md.us/mch

YOU HAVE THE FOLLOWING RESPONSIBILITIES

PROVIDE INFORMATION- You must give true and complete information. You may need to give us proof of this information. We will keep this information private. Any delay in providing proof may result in your case being delayed or denied.

Collecting application information, including the social security number of each household member, is authorized under the Food and Nutrition Act of 2008, U.S.C.2011-2036, Social Security Act §1137(1) and 42 U.S.C. §1320b-7(d). We use the information to find out if your household is eligible. We check this information by matching computer programs.

We also use the information to see if you meet program rules. We may contact your employer, bank or other party. We may also contact local, state or federal agencies to make sure the information is correct. We can give your information to other federal or State agencies for official use and to law enforcement officers who need it to find persons fleeing to avoid the law.

If you get too much in benefits: • You may have to repay the money for the benefits, and • We may give the application information, including social security numbers, to federal or state agencies, as well as private claims collections agencies, for action.

Giving information is voluntary. If you do not give us information such as social security numbers for everyone who wants help, we may deny benefits for each person who does not give a social security number. If you do not have a social security number, we will help you get one.

REPORT CHANGES- You must report all changes within ten days unless you are part of the Food Supplement Program simplified reporting group and are not receiving Cash Assistance or Medical Assistance. If you want to know if you are part of this group, ask your case manager. You may tell us about any changes in person, by telephone, or by mail to the Department.

Warning- We may deny, lower or stop your benefits if you give us wrong information or do not report changes. A judge may fine and/or imprison you if you deliberately give wrong information or do not report changes.

AUTHORIZED REPRESENTATIVES - In most instances, if your authorized representative gives us wrong information, you will have to pay back any amount you are overpaid. If your authorized representative knowingly gives us the wrong information or does not use your benefits properly, we may disqualify the person from being an authorized representative. If a drug and alcohol treatment center or a group living arrangement acts as your authorized representative for your food benefits and they willfully give us wrong information about your situation, we may prosecute the person under applicable State or federal law.

DHR/FIA CARES 9702 (Revised 8/10) 8 RIGHTS AND RESPONSIBILITIES

FOOD SUPPLEMENT PROGRAM PENALTIES

Do not: • Give false information or withhold information to get or continue to get Food Supplement Program (FSP) benefits • Trade or sell FSP benefits, or electronic benefit cards. • Use FSP benefits to buy items not allowed, such as alcohol and tobacco. • Use someone else's FSP benefits. • Use someone else's Electronic Benefits Card without authorization. Your Food Supplement Program benefits will not increase if your cash assistance case is reduced or closed because you did not follow the rules. If a household member deliberately breaks the rules, we may bar the person from the Food Supplement Program. • We may bar this person for one year after the first violation. • We may bar this person for two years: • After the second violation, or • After the first time a court finds this person guilty of buying illegal drugs with Food Supplement Program benefits. • We may bar this person permanently: • After the third violation, or • After the second time a court finds a person guilty of buying illegal drugs with FSP benefits, or • After the first time a court finds this person guilty of buying guns, bullets, or explosives, with FSP benefits. • After a court finds this person guilty of trafficking FSP benefits of $500 or more.

• We may bar this person for ten years if found guilty of making a false statement about the person's identity in order to receive multiple benefits at the same time.

• A judge can also fine this person up to $250,000, imprison the person for up to 20 years, or both. A judge can also bar this person for an additional18 months. The person may also have to face further prosecution under other federal laws. TCA PENALTY -If an assistance unit member is convicted of an Intentional Program VIolation (IPV), everyone in your family will lose their benefits.

• The first time, you will lose benefits for 6 months or until you repay all of the money. • The second time, you will lose benefits for 12 months or until you repay all of the money. • The third time, you cannot get TCA benefits again.

MEDICAID WARNING AND PENALTY- Only use Medical Assistance cards if you are eligible.

Every person convicted of "Medicaid Fraud" with a value of $500 or more in money, services, or goods is guilty of a felony, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be subject to a fine of no more than $10,000, imprisoned for no longer than five years, or both.

Every person convicted of "Medicaid Fraud" with a value of less than $500 in money, services or goods is guilty of a misdemeanor, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be fined no more than $1,000 and imprisoned for no longer than three years or both.

DHR/FIA CARES 9702 (Revised 8/10) 9 RIGHTS AND RESPONSIBILITIES

READ BEFORE SIGNING: I understand that it is important to give true information and if I do not, I am breaking the law. I understand that I can be fined, imprisoned or have my benefits reduced for making false statements or for pretending to be another person. I know I can be punished for not reporting changes that may affect my eligibility or benefit amount. I understand that if I get more Food Supplement benefits than I should, all adult members of my household are liable for repaying the debt. I know the Department can use the application against me in a court of law for fraud prosecution. I know that failing to report or verify shelter, medical, or dependent care expenses or child support payments is the same as saying I do not want a deduction for the expenses I did not verify or report. I understand that the Department may check the information on this form to see if it is correct and may select my case for a spot check, such as for a Quality Control Review. I agree to allow someone from the Department to visit me at home. I will help them get all needed proofs from any source. I understand by signing this application: • I accept cash assistance and/or medical assistance. • I agree that Medicare Part 8 will make payments directly to doctors and medical suppliers. • I give the Department the right to seek payment from private or public health insurance and any liable third party. I understand that I must cooperate with the department in securing such payments. The Department may seek payment without legal action, as long as it does not keep more than the amount Medical Assistance paid. • I give the De,.eartment the right to inspect, review and copy all medical records for services received through the Medical ssistance Program. I understand that when a person is deceased who was at least 55 years old when receiving Medical Assistance the state may take money from the estate to repay payments made on behalf of that person. The program may take the money only if there is no surviving spouse, unmarried child younger than 21, or blind or disabled child (married or unmarried) of any age. SIGNATURE SECTION I understand that, as required by Maryland law, certain law enforcement agencies that investigate fraud can obtain information about my application, income, benefits and other documentation as part of their investigation. While access to my application and benefit information is normally limited (under Md. Code Ann. Human Resources Article § 1-201 ), these limits do not apply to these investigative agencies. Such agencies include the Department of Human Resources' Office of the Inspector General. I understand that I do not need to provide consent to these agencies in order for them to investigate any allegations of fraud against me. Any information found as a result of the investigation may be used against me if an allegation of fraud is prosecuted.

I have read or someone has read and explained the entire application to me. I swear or affirm under penalty of perjury, that all the information I gave is true, correct, and complete to the best of my ability, belief and knowledge. I received a copy of my rights and responsibilities. I authorize any person, partnership, corporation, association, or governmental agency that knows the facts about my eligibility to give that information to the Department. I also authorize the Department to contact any person, partnership, corporation, association, or governmental agency that has given proof of my eligibility for benefits. I certify, under penalty of perjury, that by signing my name below, all persons for whom I am applying are U.S. citizens, lawfully admitted immigrants or individuals in satisfactory immi ration status. Signature of Applicant I Recipient Date

Signature of Witness (If you Signed an X) Date

Signature of Spouse (If Applicable) Date

Signature of Authorized Representative Date (If Applicable) Signature of Case Manager Date

I withdraw my application for: o Cash Assistance o Food Supplement Program o Medical Assistance Signature of Applicant, Recipient, Date Authorized RePfesentatlve DHR/FIA CARES 9702 (Rev1sed 8/1 0) 10 RIGHTS AND RESPONSIBILITIES

ASSIGNMENT OF SUPPORT RIGHTS FOR TEMPORARY CASH ASSISTANCE • I assign to the State of Maryland all rights, titles, and interest in support that I may have for myself or for any person receiving TCA.

• This includes any overdue support that has not been collected .

• I agree to have the child support agency collect any support owed to me and to keep up to the amount of TCA paid to me.

• I agree to send to the State of Maryland any support I receive. If I do not turn over this support, I will have to repay this amount to the State of Maryland. I may also be prosecuted for fraud.

When I am eligible for Medical Assistance:

• I assign all rights, title, and interest in medical support and health insurance payments I may have for myself or any person receiving Medical Assistance. This includes overdue medical support or health insurance payments that have not been collected.

• I agree to have the child support agency collect medical support payments owed to me and to keep up to the amount of Medical Assistance payments that were made for me.

• I agree to give the State of Maryland any medical support or health insurance payments I receive.

• I will cooperate to the best of my ability and knowledge with the child support agency while I am receiving TCA and Medical Assistance • If I do not cooperate with the child support agency, I may lose all my benefits and my case may be closed I HAVE READ THESE STATEMENTS OR SOMEONE READ THEM TO ME. I UNDERSTAND WHAT THEY MEAN. BY SIGNING MY NAME BELOW, I AGREE TO FOLLOW WHAT THEY SAY. Signature Date

DHR/FIA CARES 9702 (Revised 8/10) II Sail Version: 3.0.2.4 Page 1 of3

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Problem Solver 1 Maryland.gov 1 Online Services 1 State Agencies 1 Phone Directory The Department of Human Resources

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• SAIL Home (Pagina SAIL) • What is SAIL? • Am I Eligible? • Start/Update Auplication • Report a Change • Complete a Redetermination • Become a Communi!::,: Partner • Food Pantries/Shelters • Local Social Service Oftices • Local Health Offices • Print Verification Forms • Frequent!::,: Asked Questions

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• Maryland Commission for Women • Medicare Part D Prescription Drug Program • Nutritional Information • Voter Registration • Weatherization Assistance Program • WIC Program ~/------. __ _.~rnl Eligible£___---,

Welcome to SAIL Am I Eligible.

From here you can tell which social service benefit program you and the members of your family may be eligible to receive. It does not guarantee that you will qualify for the programs.

• Food Supplement Program IFSl • Temporary Cash Assistance (TCA) • Temporary Disabilitv Assistance Program (TDAPl • Medical Assistance (MAl • Maryland Children's Health Program (MCHPl • Medical Assistance Long Term Care (LTC) • Maryland Energy Assistance Program (MEAP) • Electric Universal Service Program IEUSP) • Child Care Subsidy Program (CCSPl -The Child Care Subsidy Program \\:&it list is reopening on .'iovcmbcr 19,2012 for families with an annual gross income of Sl5,U91l or less for a family of three. The income limits will van according to familv size. Families intet·cstcd in rhild care :tssistanec must file a Child Care Suhsidy

SAIL screening will ask questions about your family members. You must enter correct information for SAIL to properly determine what programs you may be eligible for.

The answers you give to the questions are private. We do not share your information with anyone. We do not keep the information that you enter on the screening form unless you apply for benefits right after you complete the screening. If you do not apply the information is erased when you leave SAIL screemng.

After you finish the screening questions and see the programs you may be eligible for, you must still apply for the programs by completing the on-line

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application. You may also go to your Local Department of Social Services or Local Health Depmiment to apply for benefits.

If you choose, you can skip the screening questions and go right to the application.

Please note: If your household wants to apply for Food Stamps and is in an emergency situation (very little money or shelter expenses that are more than your gross income) you may have the right to get food stamps quickly.

Start Eligibility Screening Now!

Contact Us I DHR Home I Vv If you need help please call DHR Constituent Services I -800-332-6347 8:00am- 5:00pm Monday- Friday. 311 West Saratoga Street, Baltir Martin O'Malley, Governor! Anthony G. Brown, Lt. Governor 1 Ted Dallas, Secretary This Page Last Revised on February 20, 2014

3/21/2014 FACTS YOU SHOULD KNOW ABOUT APPLYING FOR TEMPORARY CASH ASSISTANCE, FOOD SUPPLEMENT PROGRAM (FORMERLY FOOD STAMPS) AND MEDICAL ASSISTANCE

Social Security Numbers ,:!- You must give us a social security number for each family member who wants benefits. ,:!- If a person who wants benefits does not have a social security number, that person must apply for a number. We can help applicants get their numbers. ,:!- If a family member has applied for a social security number, we will not delay your application while you wait for the number. ,:!- We use social security numbers to prove income. We do not give numbers to other agencies like Immigration and Naturalization.

Citizenship and Immigration Status ,:!- You must tell us about the citizenship and immigration status for each family member who wants benefits.

Information ,:!- If a family member will not tell us about citizenship, immigration status or social security number, that person will not get benefits. ,:!- They must still give us proof of income, expenses and other things. ,:!- The other family members who give us their information will get benefits if they meet the rules.

Emergency Medical Assistance ,:!- Immigrants who are not eligible for other kinds of medical assistance and apply only for emergency medical assistance do not have to tell us their social security number, immigration or citizenship status.

Time Limits ,:!- Temporary Cash Assistance has time limits. ,:!- The Food Supplement Program (formerly Food Stamps) and Medical Assistance do not have a time limit. ,:!- When Temporary Cash Assistance ends because of time limits, earnings or other reasons, you may still get Food Supplement benefits and Medical Assistance.

Interviews ,:!- You, a responsible family member or someone you choose to represent you must come into our office for an interview. ,:!- If you have a serious problem, or if you are working, and you cannot come to our office for an interview, we can interview you by telephone. ,:!- You must give or send us the proof we ask for at your interview.

If you need help: Applying for benefits, or Have questions about information you must give us Want to know what will happen to your benefits Do not speak English and need free translation services Call your case manager or ca111-800-332-6347

Si necesita ayuda para llenar el formulario favor de llamar al1-800-332-6347.

DHR/FtA CARES 9701 Revised 9/09 Date Recelvea MARYLAND DEPARTMENT OF HUMAN RESOURCES (Agency use only} FAMILY INVESTMENT ADMINISTRATION APPLICATION FOR ASSISTANCE Your Name (last, First, Middle) Home Telephone Worl< Telephone

Where do you live? (Number and Street) Apt.# I City I State I Zip Code

Mailing Address (If different from home) Cell Telephone

What language do you speak? o English o Spanish o Other If you do not speak English and need free translation services, call your case manager or call1-800-332-6347. What type of assistance do you need now? (Check all that you need) o Cash Assistance o Child Care Services o Food Supplement Program (Food Stamps) o Medical Assistance~ Do you have any unpaid medical bills from the past 3 months? o Yes o No Do you have any of these problems? o Utility shut off o Eviction or foreclosure o No place to stay o No heat o No food o Cannot afford child care o other: Are you or anyone in your household pregnant? o Yes o No If yes, who? Due Date Are you or anyone in your household disabled? o Yes o No If yes, who? Disabrlity? What type of assistance do you or any household members receive now or in the past? (Check Now if you are currently receivinQ this assistance) Under what name? Now 1. 1.

Now 2 2.

Now 3. 3.

If you are applying for the Food Supplement Program (FSP) you can complete all of the form and give it to us now. You may also fill in your name, address, sign this page and give the page to us. You can then finish the rest of the application at home and bring or mail it back to the office. You will not get any benefits until we receive the entire form and interview you. Your Food Supplement benefit is based on the date you sign this application and give it to the department of social services. You may get Food Supplement benefits right away if you meet one of the following conditions: , Your household's monthly rent or mortgage and utilities are more than your household's income and resources. ,. Your household's gross monthly income is less than $150, and your resources, such as bank accounts, are $100 or less. ., Your household is a migrant or seasonal farm worker household . If you qualrfy to get Food Supplement benefits rrght away, you will recerve them within 7 days from the date you sign the form; however, you will not get expedited Food Supplement benefits, if eligible, untrl we get a completed application form and interview you. YOUR SIGNATURE ~DATE

Go to page 2 FOR AGENCY USE ONLY LOSS Office Programs applied for or receiving AU ID #s

Case Manager's Name

Application/Redetemrination Date MA#s

EXPEDITED SERVICE FOR FSP BENEFITS (CUSTOMERS SHOULD NOT WRITE IN THIS AREA- FOR AGENCY USE ONLY) Applicants who meet the standards below are eligible to receive Food Supplement benefits within 7 days. The customer must be interviewed, either in person or by telephone, in order to determine eligibility for expedited se!Vice. The application must be complete, srgned, and identrty verified before expedrted benefits can be issued. 1. Is the total household income this month, before deductions, less than $150 AND household cash/savings $100 or less? o Yes o No Estimated self~reported income for this month;;:: $ Household's monthly rent or mortgage amount ;;:: $. _____ Household cash and savings for all members:$ Appropriate utility standard (SUA, LUA or actual):$.____ _ A. Total income and liquid resources:::;:$. _____ B. Total shelter costa : $____ _ 2. Is the total amount for B. (Total shelter costs) greater than the total for A. (Total income and liquid resources)? o Yea o No 3. Are the household members destitute migrant or seasonal farm workers whose cash and savings are $100 or less? o Yea o No If the answer to any of the above questions is yea, this household Is potentially eligible for Expedited FSP. 4. lfthere is another reason why this household should NOT be expedited, list it here: I certify that I screened this applicant for expedited Food Supplement benefits and determined that the household o was o was not eligible for expedited issuance at this time. Signature of Case Manager

DHR/F!A CARES 9701 Revised 9/09 1 A. HOUSEHOLD MEMBERS Fill in the blanks for everyone that lives with you. List your own name first. Socia/ Only Answer the questions Security number and Citizenship are optional for members not applying for benefits. below for each person Use the codes below to complete the Citizenship, Race and Ethnicity columns. Enter each code that applies, using at least one code for each person. who"' wants benefits ... Ethnlclty Codes: 1=Hispanic or Latino, 2=Not Hispanic/Latina Race Codes: you can choose one or mora race code- 1=American Indian/Alaskan Native, 2=Asian, 3=Biack/African American, 4=Native Hawaiian/Pacific Islander, 5=White Citizenship/Immigration Code: 1=United States Citizen, 2=Permanent Resident, 3=Asylee, 4=Aiien granted conditional entry, S=Parolee 1 year or more, 6=Aiien whose deportation is Withheld, 7=Refugee, 8=Battered alien spouse, child, or parent of child(ren) Note: You do not have to give Information about your race or othnlclty. If you do, It will help show how we obey tho Federal Civil Rights Law. We will not use this information to gee ide if you are eligible. If you do not give us your race, It will not affect your application. The case manager will enter a race code for statistical purposes only. Title VI of the Civil Rights Act of 1964 allows us to ask for this information.

~ wo '-' 0 >-S ow z z NAME ~ 0 DATE ,...,.. 8o zo SOCIAL SECURITY NUMBER ~ £>. •<>- . UJ >=a: (Last. First, Middle) OF (} Iz a:w z ~a o :!:.8 u~ '-'~ Cl. ~ ~~0 u. ~, BIRTH ffJo ,_o. Cl. ~ w ~ ::>,... ~ z ff)::; <( ~2 I u z ~ c 0 ~ 1li ,... u;; :I:! ff) w ;,!! -c. :58

Self '

Are any of the household members a roomer or boarder? o Yes o No If yes, who?

B. CITIZENSHIP/IMMIGRATION STATUS If anyone for whom you are applying is not a United States citizen, fill in this section. ONLY ANSWER THESE QUESTIONS FOR EACH PERSON WHO WANTS BENEFITS. If you are not eligible for other kinds of Medical Assistance and you are applying only for Erne "Qency Medicaid, you do not have to fill-In this section. Household member INS Status I Sponsored Immigrant? I Country of origin c Yes o No US Entry date: I INS Number: Household member INS Status I Sponsored Immigrant? I Country of origin o Yes o No US Entry date: I INS Number: Household member INS Status \ Sponsored Immigrant? ! Country of origin eYes oNe US Entry date: I INS Number: Household member INS Status j Sponsored Immigrant? ~ Country of origin c Yes o No US Entry date: I INS Number: Household member INS Status I Sponsored Immigrant? I Country of origin o Yes o No US Entl}l date: I INS Number

DHR/FIA CARES 9701 Revised 9/09 2 C. AUTHORIZED REPRESENTATIVE: You may choose a person to apply for you. You may also choose a person to get your benefits through your Independence Card. This person can use your benefits the same way you do. If you choose someone to help you, give us the following information about the person and check what you want this person to do. Name (Last, First , Middle) Relationship Telephone Number

Number, Street City State I Zip Code Check what you want the representative to do: o Complete interview for you o Use your Independence Card (cash) o Receive your notices o Sign your application o Use your Food Supplement benefits o Receive your Medical Assistance card D. STUDENTS Are any household members between ages 18-50 attending a school for higher education (college, vocational or technical school)? o Yes o No Name of student------School·-,-.,-.,--,--...... ,.,,---,-,---:-,----- Is the student employed? o Yes o No Is the student getting educational grants, scholarships, or loans? o Yes o No Amount$---=---,-,.,.-- Amount of tuition $ Books$ Fees$ Transportation $ E. RESOURCES/ASSETS Does anyone in your household have any resources or assets such as a checking or savings account, stocks, bonds, cash on hand, property other than where you live, prepaid burial plan, trust fund, IRA or KEOGH account? o Yes o No If yes, list below: NAME OF OWNER LOCATION (Specify if self-employed) TYPE OF RESOURCE/ASSET BAlANCENALUE (Name of Bank, at home. etq_J_

F. TRANSFER OF ASSETS Has anyone in your household sold, traded or given away any property, stocks, bonds, cash or other assets in the past 36 months? if a trust is Who Type of asset Date

Rece'lved

NAME (INCLUDE ADDRESS AND PHONE HOURS PER PAY OFTEN NUMBER) WORKED PERIOD RECEIVED

DHR/FIA CARES 9701 Revised 9/09 3 H. DEPENDENT CARE If anyone in your household pays someone to care for a child or disabled adult, fill in this section: Name of Care Provider Telephone Name of Care Provider j Telephone

Number Street Number Street

City State Zip code City State Zip code

Household Member Receiving Care Under 2 years Household Member Receiving Care Under 2 years old? o Yes o No old? o Yes o No Who Pays? Cost Who Pays? Cost $ $ Household Member Receiving Care Under 2 years Household Member Receiving Care Under 2 years old? o Yes o No old? o Yes o No Who Pays? Cost Who Pays? Cost $ $ I. CHILD SUPPORT/ALIMONY EXPENSE Does any household member pay court ordered child support to a NON-HOUSEHOLD member? o Yes o No If yes, who? (Includes current payments, arrearages, health insurance) PERSON OR AGENCY HOW OFTEN DEPENDENT'S NAME. ADDRESS AND PHONE NUMBER AMOUNT PAID PAID PAID

J. OTHER INCOME AND BENEFITS If anyone in your household receives, applied for or was denied any benefit listed below, place a check in the box next to the CJ Alimony o Child Support o Soc1al Security o SSI o Railroad Retirement o Veteran's Pension/Benefit o Unemployment Benefits o Education Grants or Loans ~Worker's Compensation o Pension or Retirement o Union Benefits o Disability, Sick or Maternity Benefits o Military Allotment o Money from Rental Income o Black Lung Benefits o Money from Friends or Relatives u Lump Sum Cash Amounts o Civil Service Annuity o Temporary Cash Assistance o TDAP n Social Security Disabtltty o Interest Dividends from Stocks, Bonds, Savings or Other Investments o Other ______

Do vou aaree to aoolv 'or all 'vou mav be entitlecl to 'o_ Yes.o No Jfvou~vesto i · , 1fc>r.clrb_E!~Y i ,fiUinbelov OL M~~E~R----~---T~~~p~~~'I"~IT ____~~App 1ie~d~~~~\II~MI~N~U~~~~·~rA~mo~unt~ yes 1 no yes no yes no yes no _Yes no yes no yes no yes no yes no yes no

DHR/FlA CARES 9701 Revised 9109 4 Rent Mortgage

you i o o Is heat included in your rent? o Yes o No Do you pay an electric bill for lights or cooking? o Yes o No If heat is not included in the rent, what is your source of heat?------Do you pay for air conditioning? o Yes o No Does someone help you with your utility costs? o Yes o No If yes, who?---,.,...-.,--.,.------Are you sharing any of the shelter costs listed above? o Yes o No If yes, with whom?------Your share? ____ Have you received Energy Assistance at your current address within the past 12 months? o Yes o No L. MEDICAL EXPENSES- Complete Appropnate Sectron rf Applyrng for Medrcal Assrstance or Food Supplement Benefrts Medical Assistance- Do you or any household members pay medical expenses? o Yes o No If yes, check the appropriate box Food Supplement Benefits- Do you or any household members pay medical expenses for any person age 60 or over, or any person receiving disability benefits? o Yes o No If yes, check the appropriate box and list the monthly amount you pay. DISCUSS THESE EXPENSES WITH YOUR CASE MANAGER.

:J Health/Medicare Insurance $ o Medical/Dental Insurance $ Others

::..~ Dentures/Glasses/Hearing Aids $ o Transportation Costs $ u Hospital $ o Nursing $

·::J Attendant Care $ o Pharmacy Expense $ M. HOUSEHOLD'S DECLARATION INQUIRY- Complete rf you are applyrng for Temporary Cash Assrstance or Food Supplement Benefrts 1. Has anyone in your household ever been convicted of a felony committed on or after August 22, 1996 that involved drugs? o YES o NO If yes, who? ...,..__,....,...,_--,..----,,.--,,...--"7"-,---::----:---::---:---:-::----- 2. Is anyone in your household currently violating parole or probation or fleeing from the police or the courts? o YES o NO If yes, who? ---,-.,.-,..-,--:----:-=-:-=,..,--=-.,.--,...--::c-.,.-=--:--:---:-:-=--.,.,.-.,-.,.,. 3. Has anyone in your household been convicted since August 22, 1996 in a Federal or State Court for not telling the truth about where they lived or their identity in order to receive Food Supplement benefits or cash assistance from more than one place in the same month? o YES o NO If yes, who? --,,..--.,---...,-..,..,.-,--;---;;-;-,,---:::--:-::::---:---:--:---:::---:==:--:-=-::---- 4. Has a court convicted any member of your household for trafficking Food Supplement benefits of $500 or more? o YES o NO If yes, who?.,....,.-,.-----,,.--,.----.,.-,...,--,.,,.------.,.---;----:-:--:---;:-=--:--- 5. ts anyone in your household receiving benefits under another identity or as a member of another household or in another State? o YES o NO If yes, who?------

DHR/FIA CARES 9701 Revised 9/09 5 N. MEDICAL INSURANCE- Complete 1f you are applyrng for Medrcal Assrstance or Temporary Cash Assrstance 1. Has anyone applying dropped health insurance coverage in the past six months? o YES o NO 2. Does anyone applying have any health insurance? o YES o NO If you answered yes to question 2. fill in the section below. HEALTH INSURANCE POLICY NUMBER 1 POLICY HOLDER NAME I POLICY NUMBER I GROUP NUMBER HOUSEHOLD MEMBER(S) RELATIONSHIP OF MEMBER TO HOUSEHOLD MEMBER(S) RELATIONSHIP OF MEMBER COVERED BY POLICY POLICY HOLDER COVERED BY POLICY TO POLICY HOLDER

POLICY HOLDER ADDRESS Number Street City State Zip Code Telephone

INSURANCE COMPANY/UNION Insurance Company Name

Number Street City State Zip Code Telephone

HEALTH INSURANCE POLICY NUMBER 2 POLICY HOLDER NAME I POLICY NUMBER I GROUP NUMBER

HOUSEHOLD MEMBER(S) RELATIONSHIP OF MEMBER TO HOUSEHOLD MEMBER(S) RELATIONSHIP OF MEMBER COVERED BY POLICY POLICY HOLDER COVERED BY POLICY TO POLICY HOLDER

POLICY HOLDER ADDRESS Number Street City State Zip Code Telephone

INSURANCE COMPANY/UNION Insurance Company Name

Number Street City State Zip Code Telephone

0. LIFE INSURANCE, FUNERAL PLANS or BURIAL FUNDS- Complete rf you are applyrng for Medrcal Assrstance or Temporary Cash Ass1stance NAME OF PERSON NAME OF PERSON FACE VALUE CASH POLICY NUMBER COMPANY. FUNERAL HOME OR INSURED WHO PAYS OR VALUE OF VALUE OR ACCOUNT BANK NAME PLAN NUMBER

PLEASE USE THIS SPACE IF YOU NEED TO GIVE US MORE INFORMATION ABOUT ANY APPLICATION QUESTION

If you need more space, ask for the 9701- Application for Assistance Addendum.

DHR/FIA CARES 9701 Revised 9/09 6 o Deceased

If yes, where was the court order issued? o YES o NO

DHR/FIA CARES 9701 Revised 9/09 7 YOUR RIGHTS AND RESPONSIBILITIES YOU HAVE THE FOLLOWING RIGHTS

RIGHT TO WRITTEN NOTICE- We must always give you a written notice explaining your benefits when we approve your case. We must always give you written notice when we change your benefits, deny or close your case. You have 90 days from the notice date to ask for a hearing. If you ask for a hearing within 10 days, you may be able to keep getting benefits while you wait for the hearing.

RIGHT TO APPEAL- Ask for a hearing if you disagree with the Department's decision. Your case manager can help you write your appeal. At the hearing, you can speak for yourself or bring a lawyer, friend or relative to speak for you.

EQUAL RIGHTS- Federal law and U.S. Department of Agriculture (USDA) and U.S. Department of Health and Human Services (HHS) policy state we cannot discriminate against you because of race, color, national origin, sex, age, or disability. Under the Food and Nutrition Act and USDA policy, we also cannot discriminate against you because of religion, political beliefs or retaliation.

If you think we have discriminated against you contact USDA or HHS. To contact USDA write USDA, Director, Office of Civil Rights, 1400 Independence Avenue SW, Washington, DC 20250-9410. You may also call toll free, 1-866-632-9992 (voice). TOO users can contact USDA through local relay or the Federal Relay at 1-800-877-8339 (TOO) or 1-866-377-8642 (relay voice users). To contact HHS, write Office for Civil Rights, Health and Human Services, 150 S. Independence Mall West- Suite 372, Philadelphia, PA 19106-3499. You may also call HHS toll free at 1-800-368-1019 (voice) or 1-800-537-7697 (TOO). You may also send an email to [email protected]. USDA and HHS are equal opportunity providers and employers.

For the Food Supplement Program, if you need this information in a different format (Braille, large print, audiotape, etc.), contact the USDA's TARGET Center at 202-720-2600 (Voice or TOO). If you need information about this program, activity or facility in a language other than English, contact the USDA agency responsible for the program or activity, or any USDA office.

RIGHT TO PRIVACY- You are giving personal information in the application, We use the information to see if you are eligible for benefits. If you do not give the information, we may deny your application. You have a right to review, change, or correct any information. We will not show your information or give it to others unless you give us permission or federal and state law allows us to do so.

RIGHT TO CLAIM GOOD CAUSE- If you want Temporary Cash Assistance (TCA), you must help the Department get child support. You may not have to help if it puts your or your family in danger.

RIGHT TO REFUSE HELP- You do not have to accept help from a religious organization if it is against your religious beliefs.

RIGHT TO TIMELY APPLICATION PROCESSING -If you are eligible for expedited Food Supplement Program benefits we must give you your benefits within 7 days. For the regular Food Supplement Program and other programs, except for certain Medical Assistance programs, we must process your application within 30 days. There are times when there is a delay in processing. If there is a delay, we will send you a letter to tell you why there is delay in processing your application.

DHR/FIA CARES 9701 Revised 9/09 8 YOUR RIGHTS AND RESPONSIBILITIES

YOU HAVE THE FOLLOWING RESPONSIBILITIES

PROVIDE INFORMATION- You must give true and complete information. You may need to give us proof of this information. We will keep this information private. Any delay in providing proof may result in your case being delayed or denied.

Collecting application information, including the social security number of each household member, is authorized under the Food and Nutrition Act of 2008, U.S.C.2011-2036, Social Security Act §1137(f) and 42 U.S.C. §1320b-7(d). We use the information to find out if your household is eligible. We check this information by matching computer programs.

We also use the information to see if you meet program rules. We may contact your employer, bank or other party. We may also contact local, state or federal agencies to make sure the information is correct. We can give your information to other federal or State agencies for official use and to law enforcement officers who need it to find persons fleeing to avoid the law.

If you get too much in benefits: • You may have to repay the money for the benefits, and • We may give the application information, including social security numbers, to federal or state agencies, as well as private claims collections agencies, for action.

Giving information is voluntary. If you do not give us information such as social security numbers for everyone who wants help, we may deny benefits for each person who does not give a social security number. If you do not have a social security number, we will help you get one.

REPORT CHANGES -You must report all changes within ten days unless you are part of the Food Supplement Program simplified reporting group and are not receiving Cash Assistance or Medical Assistance. If you want to know if you are part of this group, ask your case manager. You may tell us about any changes in person, by telephone, or by mail to the Department.

Warning- We may deny, lower or stop your benefits if you give us wrong information or do not report changes. A judge may fine and/or imprison you if you deliberately give wrong information or do not report changes.

AUTHORIZED REPRESENTATIVES -In most instances, if your authorized representative gives us wrong information, you will have to pay back any amount you are overpaid. If your authorized representative knowingly gives us the wrong information or does not use your benefits properly, we may disqualify the person from being an authorized representative. If a drug and alcohol treatment center or a group living arrangement acts as your authorized representative for your food benefits and they willfully give us wrong information about your situation, we may prosecute the person under applicable State or federal law.

DHR/FIA CARES 9701 Revised 9/09 9 YOUR RIGHTS AND RESPONSIBILITIES

FOOD SUPPLEMENT PROGRAM PENAL TIES Do not: • Give false information or withhold information to get or continue to get Food Supplement Program (FSP) benefits • Trade or sell FSP benefits, or electronic benefit cards. • Use FSP benefits to buy items not allowed, such as alcohol and tobacco. • Use someone else's FSP benefits. • Use someone else's Electronic Benefits Card without authorization. Your Food Supplement Program benefits will not increase if your cash assistance case is reduced or closed because you did not follow the rules. If a household member deliberately breaks the rules, we may bar the person from the Food Supplement Program. • We may bar this person for one year after the first violation. • We may bar this person for two years: • After the second violation, or • After the first time a court finds this person guilty of buying illegal drugs with Food Supplement Program benefits. • We may bar this person permanently: • After the third violation, or • After the second time a court finds a person guilty of buying illegal drugs with FSP benefits, or • After the first time a court finds this person guilty of buying guns, bullets, or explosives, with FSP benefits. • After a court finds this person guilty of trafficking FSP benefits of $500 or more.

• We may bar this person for ten years if found guilty of making a false statement about the person's identity in order to receive multiple benefits at the same time.

• A judge can also fine this person up to $250,000, imprison the person for up to 20 years, or both. A judge can also bar this person for an additional18 months. The person may also have to face further prosecution under other federal laws. TCA PENALTV- If an assistance unit member is convicted of an Intentional Program Violation (IPV), everyone in your family will lose their benefits.

• The first time, you will lose benefits for 6 months or until you repay all of the money. • The second time, you will lose benefits for 12 months or until you repay all of the money. • The third time, you cannot get TCA benefits again.

MEDICAID WARNING AND PENALTY· Only usa Medical Assistance cards If you are eligible.

Every person convicted of "Medicaid Fraud" with a value of $500 or more in money, services, or goods is guilty of a felony, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be subject to a fine of no more than $10,000, imprisoned for no longer than five years, or both.

Every person convicted of "Medicaid Fraud" with a value of less than $500 in money, services or goods is guilty of a misdemeanor, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be fined no more than $1,000 and imprisoned for no longer than three years or both.

DHR/F!A CARES 9701 Revised 9/09 10 YOUR RIGHTS AND RESPONSIBILITIES

READ BEFORE SIGNING: I understand that it is important to give true information and if I do not, I am breaking the law. I understand that I can be fined, imprisoned or have my benefits reduced for making false statements or for pretending to be another person. I know I can be punished for not reporting changes that may affect my eligibility or benefit amount. I understand that if I get more Food Supplement benefits than I should, all adult members of my household are liable for repaying the debt. I know the Department can use the application against me in a court of law for fraud prosecution. I know that failing to report or verify shelter, medical, or dependent care expenses or child support payments is the same as saying I do not want a deduction for the expenses I did not verify or report. I understand that the Department may check the information on this form to see if it is correct and may select my case for a spot check, such as for a Quality Control Review. I agree to allow someone from the Department to visit me at home. I will help them get all needed proofs from any source. I understand by signing this application: • I accept cash assistance and/or medical assistance. • I agree that Medicare Part 8 will make payments directly to doctors and medical suppliers. • I give the Department the right to seek payment from private or public health insurance and any liable third party. I understand that I must cooperate with the department in securing such payments. The Department may seek payment without legal action, as long as it does not keep more than the amount Medical Assistance paid. • I give the Department the right to inspect, review and copy all medical records for services received through the Medical Assistance Program. I understand that when a person is deceased who was at least 55 years old when receiving Medical Assistance the state may take money from the estate to repay payments made on behalf of that person. The program may take the money only if there is no surviving spouse, unmarried child younger than 21, or blind or disabled child (married or unmarried) of any age. SIGNATURE SECTION I understand that, as required by Maryland law, certain law enforcement agencies that investigate fraud can obtain information about my application, income, benefits and other documentation as part of their investigation. While access to my application and benefit information is normally limited (under Md. Code Ann. Human Resources Article§ 1-201 ), these limits do not apply to these investigative agencies. Such agencies include the Department of Human Resources' Office of the Inspector General. I understand that I do not need to provide consent to these agencies in order for them to investigate any allegations of fraud against me. Any information found as a result of the investigation may be used against me if an allegation of fraud is prosecuted.

I have read or someone has read and explained the entire application to me. I swear or affirm under penalty of perjury, that all the information I gave is true, correct, and complete to the best of my ability, belief and knowledge. I received a copy of my rights and responsibilities. I authorize any person, partnership, corporation, association, or governmental agency that knows the facts about my eligibility to give that information to the Department. I also authorize the Department to contact any person, partnership, corporation, association, or governmental agency that has given proof of my eligibility for benefits. I certify, under penalty of perjury, that by signing my name below, all persons for whom I am applying are U.S. citizens, lawfully admitted immigrants or individuals in satisfactory immi~ ration status. Signature of Applicant I Recipient Date

Signature of Witness (If you Signed an X) Date

Signature of Spouse (If Applicable) Date

Signature of Authorized Representative Date (If Applicable) Signature of Case Manager Date

I withdraw my application for: o Cash Assistance o Food Supplement Program o Medical Assistance Signature of Applicant, Recipient, Date Authorized Representative

DHR/FIA CARES 9701 Revised 9/09 11 YOUR RIGHTS AND RESPONSIBILITIES ASSIGNMENT OF SUPPORT RIGHTS FOR TEMPORARY CASH ASSISTANCE • I assign to the State of Maryland all rights, titles, and interest in support that I may have for myself or for any person receiving TCA.

• This includes any overdue support that has not been collected .

• I agree to have the child support agency collect any support owed to me and to keep up to the amount of TCA paid to me.

• I agree to send to the State of Maryland any support I receive. If I do not turn over this support, I will have to repay this amount to the State of Maryland. I may also be prosecuted for fraud.

When I am eligible for Medical Assistance:

• I assign all rights, title, and interest in medical support and health insurance payments I may have for myself or any person receiving Medical Assistance. This includes overdue medical support or health insurance payments that have not been collected.

• I agree to have the child support agency collect medical support payments owed to me and to keep up to the amount of Medical Assistance payments that were made for me.

• I agree to give the State of Maryland any medical support or health insurance payments I receive.

• I will cooperate to the best of my ability and knowledge with the child support agency while I am receiving TCA and Medical Assistance • If I do not cooperate with the child support agency, I may lose all my benefits and my case may be closed I HAVE READ THESE STATEMENTS OR SOMEONE READ THEM TO ME. I UNDERSTAND WHAT THEY MEAN. BY SIGNING MY NAME BELOW, I AGREE TO FOLLOW WHAT THEY SAY. Signature Date

DHR/FIA CARES 9701 Revised 9/09 12 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE 1

100 Household Composition

100.1 Purpose 100.2 General Food Supplement Program Household Definition 100.3 Required Household Combinations 100.4 Boarders 100.5 Individuals in Foster Care/Kinship Care Subsidized Guardianship Program 100.6 Ineligible Individuals and Households 100.61 Ineligible Immigrants 100.62 Disqualified Individuals 100.63 Residents of Institutions 100.7 Special Eligibility Situations 100.8 Non-Household Members 100.9 Verification 100.10 Designating the Head of Household

1 01 Strikers

101.1 Purpose 101.2 Definition of a Striker 101.3 Determining Striker Status and Eligibility 101.4 Verification and Reporting 101.5 Work Registration

1 02 Students

102.1 Purpose 102.2 Student Status 102.3 Eligibility Requirements 102.4 Definition of Work Study 102.5 Work Registration 102.6 Enrollment Status 102.7 Income and Resources

103 Residents of Shelters for Battered Women and Children

103.1 Purpose 103.2 Definition of Shelter 103.4 Income and Resources 103.5 Expedited Service 103.6 Action on Changes to Former Households

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE2

104 Self-employed Households

104.1 Purpose 104.2 General Information 104.3 Work Registration 104.4 Resources 104.5 Special Income Considerations 104.6 Income Computation 104.7 Self Employment Earned Income Deduction 104.8 Self Employed Farmer 104.81 Definition of Self Employed Farmer 104.82 Basic Standards 104.83 Computing Income and Farm Expenses 104.84 Shelter Portion of the Farm 104.85 Tobacco "Pounds" (Rights) 104.86 Garnishment and Bankruptcy 104.87 Specific Types of Payments 104.88 Farm Losses Offset Against Other Income 104.89 Earned Income Deduction 104.891 Verification 104.892 Making Changes

1 05 Households With Boarders

105.1 Purpose 105.2 General Information 105.3 Income From Boarders 105.4 Allowable Costs of Doing Business 105.5 Computing Income

108 Households Containing Non-member

108.1 Purpose 108.2 General Information 108.3 Nonmembers of a Household 108.4 Ineligible Members 108.5 Treatment of Income, Deductions and Resources of: • Individuals who do not meet the Citizenship, or Eligible Immigrant Status • Able-bodied Adults without Dependents who are not Meeting the Work Requirements • Individuals Disqualified for Failure to Provide a Social Security Number

Revised 10/10 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE3

108 Households Containing Non-member (continued)

108.6 Treatment of Income and Resources of a Member who is Ineligible because of a Disqualification 108.7 Other Ineligible Household Members Chart- Counting Income, Resources and Deductions of Ineligible Household Members

1 09 Other Special Households

109.1 Purpose 109.2 Group Living Arrangement (GLA) 1 09.21 Definition 109.22 Verification of Facility Status 109.23 Customer Eligibility Requirements 109.24 Authorized Representative 109.25 Determining Eligibility and Benefits 109.26 Use of the FSP Allotment 109.27 Responsibilities of GLA Facility 109.28 GLA Center Responsibility and Liability 109.29 Misuse of Food Supplement Program Funds 109.3 Veterans and Surviving Spouses/Children 1 09.31 Eligible Persons 109.32 Permanent Disabilities under the Social Security Act 109.33 Verification 109.4 Elderly and Disabled Living with Others 109.41 Definition 109.42 Determining Individual Household Status 109.43 Determining Disability 109.44 Verification of Separate Status 1 09.5 Residents of Treatment Centers for Drug Addiction and Alcoholism 109.51 Verification of Facility Status 109.52 Eligible Persons 109.53 Authorized Representatives 109.54 Case Processing for Residents of Treatment Centers 109.55 Resident Rights 109.56 Budgeting 109.57 Responsibilities of Treatment Centers 109.58 Treatment Center Responsibility and Liability 109.59 Misuse of Food Supplement Program Funds 109.6 Residents of Homeless Shelters

109.7 Maryland Senior Nutrition Assistance Program (MSNAP)

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE4

109.71 MSNAP Household Composition 109.72 Operating Procedures 109.73 Application Procedures 109.74 Allotment 109.75 Verification Process 109.76 Recertification 109.77 Change Reporting 109.78 Administrative Hearings 109.79 Quality Control 109.80 CARES 110 Residency

110.1 Residency 110.2 Residency Requirements 110.3 Verification

115 Categorical Eligibility

115.1 Definition 115.2 Categorically Eligible Individuals and Households 115.3 Application Processing

120 Citizenship and Immigrant Status

120.1 Determining Immigration Status 120.2 U.S. Citizen or non-citizen National 120.3 Qualified Immigrants 120.4 Immigrants who have Lived in the United States for Five Years 120.5 Immigrants Eligible during the 5-Year Ban on Immigrant Eligibility 120.6 Immigrant Children 120.7 Disabled Immigrants 120.8 Elderly Immigrants Lawfully Residing in the U.S. on August 22, 1996 120.9 Work Quarters 120.10 Military Connection 120.11 American Indians and Hmong or Highland Laotians 120.12 Immigrants who are Victims of Severe Trafficking in Persons 120.13 Immigrants who have been Battered or Subjected to Extreme Cruelty 120.14 Verification of Immigration Status 120.15 Responsibility of the Local DSS to Obtain Verification 120.16 Status of Household while Awaiting Verification of Eligible Immigrant Status 120.17 Ineligible Immigrants

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGES

120.18 Reporting Illegal Immigrants 120.19 Calculating the Countable Income and Resources from an Ineligible Immigrant 120.12 Case Processing Chart- Qualified Immigrant Categories under the 1996 Welfare and Immigration Laws Chart- Desk Guide to Immigrant Eligibility Effective 1011103

121 Sponsored Immigrants

121.1 Definitions 121.2 Deeming of a Sponsor's Income and Resources for Immigrants Admitted under the Affidavit of Support 121.3 Steps For Determining Eligibility 121.4 Eligible Sponsored Immigrants Responsibilities 121.5 Awaiting Verification 121.6 Overissuance Due to Incorrect Sponsor Information

122 Migrants

122.1 Purpose 122.2 General Information 122.3 Definition of a Migrant Worker 122.4 Applications 122.5 Household Concept 122.6 Residency and Identity 122.7 Work Registration 122.8 Resources 122.9 Excluded Income 122.10 Destitute households 122.11 Income From a Terminated Source 122.12 Income From a New Source 122.13 Application 122.14 Certification Periods 122.15 Recertification

130 Work Registration

130.1 Purpose 130.2 General Policy 130.3 Registration Procedure 130.4 Determination of Exemption Status 130.5 Statutory Exemptions from Work Registration

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130.6 Individual Exemptions 130.7 Categorical Exemptions (Remote Areas) 130.8 Local Department Responsibility 130.9 Food Supplement Program Employment and Training Program (FSPET) Voluntary Participants 130.10 FSPET Requirements 130.11 Loss of Exemption Status 130.12 Failure to Comply 130.13 Good Cause for Failure to Comply with FSPET 130.14 Ending a Disqualification 130.15 Suitable Employment 130.16 Registrant Proof of Unsuitability 130.17 Participation of Strikers 130.18 Voluntary Quit 130.19 Determination of Voluntary Quit 130.20 Exemptions from Voluntary Quit Provisions 130.21 Good Cause for Voluntary Quit 130.22 Verification 130.23 Ending a Voluntary Quit Disqualification 130.24 Able Bodied Adults Without Dependents (ABAWDs) 130.25 ABAWD Policy Examples

200 Resources

200.1 Purpose 200.2 General Information 200.3 Included Resources 200.31 Countable Resources 200.32 Jointly Owned Resources 200.33 Resources of Non-Household Member 200.4 Excluded Resources 200.41 Excluded Resources 200.42 Handling Excluded Funds 200.43 Verification 200.5 Transfer of Resources 200.51 Acceptable Transfers 200.52 Establishing a Disqualification 200.53 Determining the Length of the Disqualification

201 Treatment of Licensed Vehicles

201.1 Purpose 201.2 Generallnformation

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210 Income (General Information)

210.1 Purpose 210.2 General Information 210.3 Included Income 210.31 Earned Income 210.32 Self-employment Income 210 Income (General Information)

210.33 Unearned Income 210.34 Income of an Ineligible or Disqualified Individual 210.35 Third Party Payments 210.36 Failure to Comply with a Federal, State, or Local Means­ Tested Assistance Program 210.4 Verification

211 Excluded Income

211.1 Purpose 211.2 General Information 211.3 Excluded Income 211.4 Verification

212 Deductions

212.1 Purpose 212.2 General Information 212.3 Allowable Deductions for Households with Aged/Disabled Members 212.4 Allowable Deductions for All Other Households 212.5 Standard Deductions 212.6 Earned Income Deduction 212.7 Dependent Care Deduction 212.8 Excess Medical Expense Deduction 212.9 Excess Shelter Deduction 212.10 Homeless Shelter Allowance 212.11 Child Support Deduction 212.12 Action While Awaiting Verification

213 Determining Monthly Income/Expenses

213.1 Purpose 213.2 Generallnformation 213.3 Determining Income

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGES

213.4 Determining Deductions 213.41 Billed Expenses 213.42 Averaging Expenses 213.43 Anticipating Expenses 213.44 Conversion of Deductions 213.5 Calculating the Child Support Deduction 213.6 Rounding

214 Utility Allowances

214.1 Eligibility for Utility Allowances 214.2 Prorating the Allowances When Utility Costs are Shared 214.3 Telephone Allowance 214.4 Actual Utility Costs 214.5 Examples of Utility Allowance Policy

400 Filing an Application

400.1 Purpose 400.2 General Policy 400.3 Filing an Application 400.4 Initial Contact with Potentially Eligible Households 400.41 In-Person Contact 400.42 Telephone Contact 400.43 Mail Contact 400.44 Filing an Electronic Application 400.5 Applicant Contacts the Wrong Office 400.6 Providing a Copy of the Application to the Household 400.7 Withdrawing an Application

401 Screening for Expedited Service

401.1 Purpose 401.2 Expedited Service Criteria 401.3 Identifying Households Requiring Service 401.4 Screening for Expedited Service 401.5 Expedited Service Standard 401.6 Interviews 401.7 Telephone Interview 401.8 Special Procedures for Expediting 401.9 Expedited FSP- Questions and Answers

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE9

402 Interviews

402.1 Purpose 402.2 Face to Face Interview 402.3 Home Visits 402.4 Waiver of Face to Face Interview 402.5 Content of the Interview 402.6 Scheduling Interviews and Notice of Missed Interview 402.7 Felony Drug Conviction and Substance Abuse 402.71 Background 402.72 Ineligibility due to a Felony Drug Conviction 402.73 The Role of the Case Manager 402.74 Compliance

403 Customer Rights and Responsibilities

403.1 Purpose 403.2 Rights under the Privacy Act of 1974 403.3 Confidentiality 403.4 Household Access to Case File 403.5 Right to Apply 403.6 Right to Nondiscrimination 403.7 Discrimination Complaints 403.8 General Complaints 403.9 Supervisory Conference/Fair Hearing 403.10 Responsibility of the Household to Cooperate 403.11 Responsibility to Report Changes

404 Head of Household/Authorized Representative

404.1 Purpose 404.2 Head of Household 404.3 Authorized Representative 404.4 Drug/Alcohol Treatment Centers 404.5 Group Living Arrangement (GLA) Facilities 404.6 Restrictions on Authorized Representatives 404.7 Disqualification of an Authorized Representative

405 Social Security Numbers

405.1 Purpose 405.2 Participation Requirement 405.3 Obtaining Social Security Numbers 405.4 Special Processing for Expedited Services

Revised 1 0/10

------·------DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE10

405.5 Failure to Comply 405.6 Good Cause/Failure to Comply 405.7 Ending Disqualification 405.8 Verification at Application 405.9 Verification at Recertification

406 Normal Processing Standards

406.1 Purpose 406.2 Month of Application 406.3 30-Day Standard 406.31 Approval 406.32 Denial 406.4 Delays in Processing 406.5 Determining Fault 406.6 Delays Caused by the Household 406.7 Delays Caused by the Agency 406.8 Delays Beyond 60 Days 406.81 Agency at Fault, Case Information Complete 406.82 Agency at Fault, Case Incomplete 406.83 Household at Fault 406.9 Food Supplement Program Joint Application Processing Procedures between Social Security Administration and Local Departments of Social Services

408 Verification

408.1 Purpose 408.2 Definition 408.3 Mandatory Verification at Application (Normal Processing) 408.4 Mandatory Verification at Application (Expedited Processing) 408.5 Verification of Questionable Information 408.6 Mandatory Verification of an Expense or Verification of a Questionable Expense 408.7 Verification at Recertification 408.8 Verification at Interim Change 408.9 Types of Verifications 408.91 Documentary Evidence 408.92 Collateral Contact 408.10 Discrepancies 408.11 Narration 408.12 Public Assistance (PA) and Supplemental Security Income (SSI) Households

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE 11

409 Income Eligibility

409.1 Purpose 409.2 General Policy 409.3 Calculation of Net Monthly Income 409.4 Determining Benefit Level 409.5 Change of Eligibility Standard

410 Certification Periods

410.1 General Policy 410.2 Length of Certification Periods 410.3 Change in Length of Certification Periods 410.31 Shortening a Certification Periods 410.32 Unclear Information 410.33 Public Assistance Households (TCA, TEMHA, PAA) 410.34 Lengthening a Certification Period 410.4 Certification Notices to Households 410.5 Application for Recertification

411 Proration Tables

411.1 Purpose 411.2 Determination of Initial Allotment 411.3 Use of the Food Supplement Program Allotment Proration Table 411.4 Multiplication Factors Chart- Food Supplement Program Allotment Proration Table

412 Prorating Initial Allotment

412.1 Purpose 412.2 Definition of Initial Allotment 412.3 Determining Eligibility 412.4 Determining Initial Allotment 412.5 Rounding 412.6 Prorating $10 Minimum Benefit 412.7 Expedited Service 412.8 Public Assistance (PA) or Supplemental Security Income (SSI) Households (Categorical eligibility)

420 Reporting Changes

420.1 Purpose

Revised 10/10 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE 12

420.2 Household Responsibility to Report Changes 420.21 Simplified Reporting Requirements 420.22 Customer Notification of Simplified Reporting Requirements 420.23 Change Reporting Requirements 420.3 Change Report Form 420.4 Local Department Action on Changes 420.5 Increase in Benefits 420.51 Normal Changes 420.52 Expedited Changes 420.6 Verification-Increase in Benefits 420.7 Decrease in Benefits 420.8 Unclear Information 420.9 Failure to Report a Change 420.10 Mass Changes 420.101 Federal Adjustments to Eligibility Standards, Allotments and Deductions; State Adjustments to Utility Standards 420.102 Mass Changes in Public Assistance 420.103 Mass Changes in Federal Benefits 420.104 Fair Hearings and Continuation of Benefits 420.11 Cash Assistance Households (TCA, RCA, TDAP, PAA) 420.12 Transitional Food Supplement Program Benefits

430 Notice of Adverse Action

430.1 Notice of Adverse Action 430.2 Timely Advance Notice 430.3 Adequate Advance Notice 430.4 Exemptions from Notice Requirements 430.5 Cash Assistance (CA) or Supplemental Security Income (SSI) households (Categorical Eligibility) 430.6 Optional Adequate Notice

440 Recertification

440.1 Purpose 440.2 General Policy 440.3 Notice of Expiration 440.4 Face to Face Interview 440.5 Verification 440.6 Timely Application for Recertification 440 Recertification (continued)

440.7 Action on Timely Re-Applications

Revised 10/10 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE13

440.8 Delayed Processing

460 Administrative Hearings

460.1 Purpose 460.2 Availability of Hearings 460.3 Notification of the Right to Request an Administrative Hearing 460.4 Time Period for Requesting an Administrative Hearing 460.5 Request for an Administrative Hearing 460.6 Agency Responsibilities on Administrative Hearing Requests 460.7 Pre-hearing Conferences 460.8 Notification of Time and Place of Hearing 460.9 Household request for Postponement 460.10 Attendance at Hearing 460.11 Consolidated Hearings 460.12 Denial or Dismissal of a Request for an Administrative Hearing 460.13 Household Rights during the Hearing 460.14 Designation of the Hearings Official 460.15 Power and Duties 460.16 Hearing Decisions 460.17 Timely Action on Hearings 460.18 Implementation of Hearing Decisions 460.19 Continuation of Benefits

470 Restoration of Benefits

470.1 Entitlement 470.2 Errors Discovered by the Local Department 470.3 Disputed Benefits 470.4 Computing the Amount to be Restored 470.5 Lost Benefits to individuals Disqualified for an IPV 470.6 Method of Restoration 470.7 Change in Household Composition 470.8 Replacement of FSP Benefits for Food lost in a Household Misfortune

480 Intentional Program Violation (IPV)

480.1 Purpose 480.2 Definition of Intentional Program Violation (IPV) 480.3 Penalties 480.31 Additional Penalties- Non-IPV 480.4 Determination of the Commission of an IPV 480.5 Impact of Simplified Reporting on an IPV

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE14

480.6 Local Department Responsibility 480.7 Court Referrals and Decisions 480.8 Administrative Hearings versus Court Referrals 480.9 Disqualification Consent Agreement 480.10 Advance Notice for a Disqualification Consent Agreement 480.11 Administrative Disqualification Hearings 480.12 Waiver of an Administrative Disqualification Hearing 480.13 Referral for a Disqualification Hearing· 480.14 Scheduling of Hearings 480.15 Pre-Hearing Procedures 480.16 Hearings Procedures 480.17 Hearing the Case 480.18 Failure to Appear ("No-Show") Hearings 480.19 Hearings Decision 480.20 Application of Disqualification Penalties 480.21 Notification of Disqualification 480.22 Reporting on Disqualified Individuals

490 Claims Against Households

490.1 Purpose 490.2 Establishing Claims Against a Household 490.3 Types of Overpayment Claims 490.4 Establishing a Claim 490.5 Time Frame for Establishing a Claim 490.6 Calculating the Amount of a Claim 490.7 Trafficking Related Claims 490.8 Initiating Collection Action 490.9 Failure to respond to a Demand Letter 490.10 Acceptable Forms of Payment 490.11 Methods of Collecting Payment 490.12 Collection of Multiple Claims 490.13 Failure to Comply with a Payment Schedule and Determining Delinquency 490.14 Administrative Hearings and Claims 490.15 Criteria for terminating Collection Action 490.16 Household Repayment Responsibility 490.17 Claim Compromise 490.18 Re-applicants and Unpaid Claims 490.19 Central Collections Unit (CCU) 490.20 Refund of Overpaid Claims 490.21 Claims Discharged Through Bankruptcy 490.22 Interstate Claims Collection 490.23 Retention Rates

Revised 10/1 0 DEPARTMENT OF HUMAN RESOURCES FOOD SUPPLEMENT FAMILY INVESTMENT ADMINISTRATION PROGRAM MANUAL TABLE OF CONTENTS PAGE15

500 Glossary

600 Standards

600.1 Standards for Eligibility and Maximum Allotments 600.2 Formula Calculation 600.3 Deduction Standards 600.4 Determining the FSP Allotment

Revised 10/10

··-··----~·-~------· FACTS YOU SHOULD KNOW ABOUT APPLYING FOR TEMPORARY CASH ASSISTANCE, FOOD SUPPLEMENT PROGRAM (FORMERLY FOOD STAMPS) AND MEDICAL ASSISTANCE

Social Security Numbers -9- You must give us a social security number for each family member who wants benefits. -¢- If a person who wants benefits does not have a social security number, that person must apply for a number. We can help applicants get their numbers. -¢- If a family member has applied for a social security number, we will not delay your application while you wait for the number. -¢- We use social security numbers to prove income. We do not give numbers to other agencies like Immigration and Naturalization.

Citizenship and Immigration Status -¢- You must tell us about the citizenship and immigration status for each family member who wants benefits.

Information -9- If a family member will not tell us about citizenship, immigration status or social security number, that person will not get benefits. -¢- They must still give us proof of income, expenses and other things. -9- The other family members who give us their information will get benefits if they meet the rules.

Emergency Medical Assistance -¢- Immigrants who are not eligible for other kinds of medical assistance and apply only for emergency medical assistance do not have to tell us their social security number, immigration or citizenship status.

Time Limits -¢- Temporary Cash Assistance has time limits. -9- The Food Supplement Program (formerly Food Stamps) and Medical Assistance do not have a time limit. -9- When Temporary Cash Assistance ends because of time limits, earnings or other reasons, you may still get Food Supplement benefits and Medical Assistance.

Interviews -¢- You, a responsible family member or someone you choose to represent you must come into our office for an interview. -¢- If you have a serious problem, or if you are working, and you cannot come to our office for an interview, we can interview you by telephone. -¢- You must give or send us the proof we ask for at your interview.

If you need help: Applying for benefits, or Have questions about information you must give us Want to know what will happen to your benefits Do not speak English and need free translation services Call your case manager or call1-800-332-6347

Si necesita ayuda para llenar el formulario favor de !lamar al1·800-332-6347.

DHR/FJA CARES 9701 Revised 8/10 Date Received MARYLAND DEPARTMENT OF HUMAN RESOURCES (Agency use only) FAMILY INVESTMENT ADMINISTRATION APPLICATION FOR ASSISTANCE Home

Apt. Zip Code

What language do you o o If you do not speak English and need free translation services, call your case manager or ca111-800-332-6347. What t.ype of assistance do you need now? (Check all that you need) o Cash Assistance o Child Care Services o Food Supplement Program (Food Stamps) CJ Medical Assistance- Do you have any unpaid medical bills from the past 3 months? o Yes o No Do you have any of these problems? o Utility shut off o Eviction or foreclosure o No place to stay o No heat o No food o Cannot afford child care o oth;:e... r.·,------Are you or anyone In your household pregnant? o Yes o No If yes, who? Due who?

I you are you can us now. may fill in your name, address, sign this page and give the page to us. You can then finish the rest of the application at home and bring or mail it back to the office. You will not get any benefits until we receive the entire form and interview you. Your Food Supplement benefit is based on the date you sign this application and give it to the department of social services. You may get Food Supplement benefits right away if you meet one of the following conditions: > Your household's monthly rent or mortgage and utilities are more than your household's income and resources. ,. Your household's gross monthly income is less than $150, and your resources, such as bank accounts, are $100 or less. > Your household is a migrant or seasonal farm worker household. If you qualify to Food Supplement benefits right away, you will receive them within 7 days from the date you sign the form; 11 I

Case

' EXPEDITED SERVICE FOR FSP BENEFITS (CUSTOMERS SHOULD NOT WRITE IN THIS AREA- FOR AGENCY USE ONLY) Applicants who meet the standards below are eligible to receive Food Supplement benefits wrthin 7 days. The customer must be interviewed, either in person or by telephone, in order to determine eligibility for expedited serv1ce. The application must be complete, signed, and identity verified before expedrted benefits can be issued. 1. Is the total household income this month, before deductions, less than $150 AND household cash/savings $100 or less? o Yes o No Estimated self-reported income for this month ::;; $ Household's monthly rent or mortgage amount ::;; $ _____ Household cash and savings for all members ; $ Appropriate utility standard (SUA, LUA or actual);$____ _ A. Total income and liquid resources; $ B. Total shelter costa ; $. _____ 2. Is the total amount for B. (Total shelter costs) greater than the total for A. (Total income and liquid resources)? o Yea o No 3 Are the household members destitute migrant or seasonal farm workers whose cash and savings are $100 or less? o Yes o No If the answer to any of the above questions is yea, this household is potentially eligible for Expedited FSP. 4. If there is another reason why this household should NOT be expedited, list it here: I certify that I screened this applicant for expedited Food Supplement benefits and determined that the household o was o was not eligible for expedited issuance at this time. Signature of Case Manager

DHR/FIA CARES 9701 Revised 8/10 1 A. HOUSEHOLD MEMBERS Fill in the blanks for evef}lone that lives wit h you. List your own name first. Social Only Answer the questions Security number and Citizenship are optional for members not applying for benefits. below for each person Use the codes below to complete the Citizenship, Race and Ethnicity columns. Enter each code that applies, using at least one code for each person. who.a. wants benefits ... Ethnlclty Codes: 1= Hispanic or Latino, 2=Not Hispanic/Latino Race Codes: you can choose one or mora race code - 1=American Indian/Alaskan Native, 2=Asian, 3=Biack/African American, 4=Native Hawaiian/Pacific Islander, 5=White Cltizenshlpnmmlgratlon Code: 1=United States Citizen, 2=Permanent Resident, 3=Asylee, I 4=Aiien granted conditional entry, 5=Parolee 1 year or more, 6=Aiien whose deportation is withheld, ?=Refugee, 8=Battered alien spouse, child, or parent of child(ren) Note: You do not have to give Information about your race or elhnlclty. If you do, It will help show how we obey the Federal Civil Rights Law. We will not uae this Information to ' decide If you are eligible. If you do not give ua your race, it will not affect your : application. The case manager will enter a race code for statistical purposes only. Title Vi of the Civil Rights Act of 1964 allows us to ask for this information.

~· -' UJQ 0 >o~ z z NAME v 0 DATE 8o DUJ zo SOCIAL SECURITY NUMBER :;.:"' a:: ... E>- ?:: :r:Z c;;t;j ' UJ -'oo (Last, First, Middle) OF z CL U- 0 ~£ i3 u~ C!l-' ~ 0 ~ 0 ., BIRTH UJ

Self

'

;

Are any of the household members a roomer or boarder? o Yes o No If yes, who?

B. CITIZENSHIP/IMMIGRATION STATUS If anyone for whom you are applying is not a United States citizen, fill in this section. ONLY ANSWER THESE QUESTIONS FOR EACH PERSON WHO WANTS BENEFITS. If you are not eligible for other kinds of Medical Assistance and vou are apply ina only_ for Emerg_ency Medicaid, you do not have to fill-in this section. Household member INS Status I Sponsored Immigrant? I Country of origin o Yes o No US Entry date: .I INS Number: Household member INS Status ! Sponsored Immigrant? ICountry of origin o Yes o No US Entry date: _[ INS Number: Household member INS Status ~ Sponsored Immigrant? l Country of origin o Yes o No US Entry date: I INS Number: Household member INS Status l Sponsored Immigrant? ! Country of origin o Yes o No US Entry date: I INS Number: Household member INS Status ] Sponsored Immigrant? ~ Country of origin o Yes o No US Entry date: I INS Number:

DHRJFIA CARES 9701 Revised 8/1 0 2 C. AUTHORIZED REPRESENTATIVE: You may choose a person to apply for you. You may also choose a person to get your benefits through your Independence Card. This person can use your benefits the same way you do. If you choose someone to help you, give us the followino information about the oerson and check what y_ou want this ~erson to do. Name (Last First. Middle) Relationship Telephone Number

Number, Street City State I Zip Code Check what you want the representative to do: o Complete interview for you o Use your Independence Card (cash) o Receive your notices o Sign your application o Use your Food Supplement benefits o Receive your Medical Assistance card D. STUDENTS Are any household members between ages 18-50 attending a school for higher education (college, vocational or technical school)? o Yes o No Name of student------School Is the s'7tu--d7e-n7t -e-m-p71o_y_ed-;-;:-?-o...._,Y,..e_s_o-,.N'""o___ _ Is the student getting educational grants, scholarships, or loans? o Yes o No Amount$---=-----:--,-:--- Amount of tuition $ Books $ Fees$ Transportation $ E. RESOURCES/ASSETS Does anyone in your household have any resources or assets such as a checking or savings account. stocks, bonds, cash on hand, property other than where you live, prepaid burial plan, trust fund, IRA or KEOGH account? o Yes o No If yes, list below: NAME OF OWNER LOCATION (ful_ecify_if self·emolovedl TYPE OF RESOURCE/ASSET BAtANCENALUE (Name of Bank, at home, etc.)

F. TRANSFER OF ASSETS Has an•vonre in your household sold, traded or given away any property, stocks, bonds, cash or other assets in the past 36 months i ·

NAME (INCLUDE ADDRESS AND PHONE HOURS PER PAY OFTEN NUMBER) WORKED PERIOD RECEIVED

OHR/FIA CARES 9701 Revised 8110 3 H. DEPENDENT CARE If anyone in your household pays someone to care for a child or disabled adult, fill in this section: Name of Care Provider Telephone Name of Care Provider I Telephone Number Street Number Street

City State Zip code City State Zip code

Household Member Receiving Care Under 2 years Household Member Receiving Care Under 2 years old? o Yes o No old? o Yes o No Who Pays? Cost Who Pays? Cost $ $ Household Member Receiving Care Under 2 years Household Member Receiving Care Under 2 years old? o Yes o No old? o Yes o No Who Pays? Cost Who Pays? Cost $ $ I. CHILD SUPPORT/ALIMONY EXPENSE Does any household member pay court ordered child support to a NON-HOUSEHOLD member? o Yes o No If yes, who? (Includes current payments, arrearages, health insurance) PERSON OR AGENCY HOW OFTEN DEPENDENT'S NAME, ADDRESS AND PHONE NUMBER AMOUNT PAID PAID PAID

J. OTHER INCOME AND BENEFITS If anyone in your household receives, applied for or was denied any benefit listed below, place a check in the box next to the ·

i >V> ., o Child Su"""" o Social Security o SSI o Railroad Retirement o Veteran's Pension/Benefit o Unemployment Benefits o Education Grants or Loans o Worker's Compensation a Pension or Retirement o Union Benefits o Disability, Sick or Maternity Benefits o Military Allotment o Money from Rental Income o Black Lung Benefits o Money from Friends or Relatives o Lump Sum Cash Amounts o Civil Service Annuity o Temporary Cash Assistance o TDAP o Social Security Disability o Interest Dividends from Stocks, Bonds, Savings or Other Investments o Other

Do vou agre" to apply for all 1 1 You may be entitled to .' o Yes o No If you I yes to : for or being deniec' anv . fill in bela~ : ~OLSEHOLD~R ~Y_I'~ OF B@f~I ~p~ ed LAIM Amount yes no yes no yes no yes no yes no yes no yes no yes no yes no yes no

DHR/FIA CARES 9701 Revised 8/10 4 o o o Private Is heat included in your rent? o Yes o No Do you pay an electric bill for lights or cooking? o Yes o No If heat is not included in the rent, what is your source of heat? ------Do you pay for air conditioning? o Yes o No Does someone help you with your utility costs? o Yes o No If yes, who?_:c:---:----:------Are you sharing any of the shelter costs listed above? o Yes o No If yes, with whom?------Your share? ____ Have you received Energy Assistance at your current address within the past 12 months? o Yes o No L. MEDICAL EXPENSES- Complete Appropnate SectiOn rf Applyrng for Medrcal Assrstance or Food Supplement Benefrts Medical Assistance - Do you or any household members pay medical expenses? o Yes o No If yes, check the appropriate box Food Supplement Benefits - Do you or any household members pay medical expenses for any person age 60 or over, or any person receiving disability benefits? o Yes o No If yes, check the appropriate box and list the monthly amount you pay. DISCUSS THESE EXPENSES WITH YOUR CASE MANAGER. o Health/Medicare Insurance $ o Medical/Dental Insurance $ Others o Dentures/Glasses/Hearing Aids $ o Transportation Costs $ o Hospital $ o Nursing $ o Attendant Care $ o Pharmacy Expense $ M. HOUSEHOLD'S DECLARATION INQUIRY- Complete rf you are apptyrng for Temporary Cas/1 Assrstance or Food Supplement Benefrts 1. Has anyone in your household ever been convicted of a felony committed on or after August 22, 1996 that involved drugs? o YES o NO If yes, who? ...,---:--;--;:---:---:-:.,..----;;--:---;--:---:;---;:--'7."""--=:------2. Is anyone in your household currently violating parole or probation or fleeing from the police or the courts? o YES o NO If yes, who? --..,...,,.....,--,---:---:-:::::-==--=--:--,--;,--;::-....,.-::---:--:--7,--:-:--:--c: 3. Has anyone in your household been convicted since August 22, 1996 in a Federal or State Court for not telling the truth about where they lived or their identity in order to receive Food Supplement benefits or cash assistance from more than one place in the same month? o YES o NO If yes, who?-;:-::-;----:======--.=:-:-.-:::-:======;---- 4. Has a court convicted any member of your household for trafficking Food Supplement benefits of $500 or more? o YES o NO If yes, who?,..,..-,.--,--.,---.-,...,...----,.,-----.,--.,.---,.,..--...,.---.,.---,..,-.,--- 5. Is anyone in your household receiving benefits under another identity or as a member of another household or in another State? o YES o NO If yes, who?------

DHR/F!A CARES 9701 Revised 8/10 5 N. MEDICAL INSURANCE- Complete 1f you are appty1ng for Med1cal Ass1stance or remporary Cash Ass1stance

POLICY : NAME I POLICY GROUP

11 1 ,..,..,, 1 BY POLICY RELA POLIC; ~~~ noc TO I BY POLICY ~"ro POLIC; ~~~ nFR

hNc~~---StreStre€i:et------~P~C~~LJ~(;y~~LD~R Smre Zip Code I I INSURANCEC~Tt-~ANV,YI~LUN~IC~N.,------l

Insurance ,1 Name

Street City State Zip Code

HEALTH INSURANCE POLICY NUMBER 2 POLICY tNAMc GROUP

IBY POLICY I BY POLICY

POLICY Number Street City State Zip Code Telephone

II f/UNION II Company Name

Street City State Zip Code I

0. LIFE INSURANCE, FUNERAL PLANS or BURIAL FUNDS- Complete 1f you are apply1ng for Med1cal Ass1stance or Temporary Cash Ass1stance NAME OF PERSON NAME OF PERSON FACE VALUE CASH POLICY NUMBER COMPANY. FUNERAL HOME OR INSURED WHO PAYS OR VALUE OF VALUE OR ACCOUNT BANK NAME PLAN NUMBER

PLEASE USE THIS SPACE IF YOU NEED TO GIVE US MORE INFORMATION ABOUT ANY APPLICATION QUESTION

If you need more space, ask for the 9701· Application for Assistance Addendum.

DHR/FIA CARES 9701 Revised 8/10 6 Social Other Name

o YES o NO

DHR/FIA CARES 9701 Revised 8/10 7 YOUR RIGHTS AND RESPONSIBILITIES YOU HAVE THE FOLLOWING RIGHTS

RIGHT TO WRITTEN NOTICE - We must always give you a written notice explaining your benefits when we approve your case. We must always give you written notice when we change your benefits, deny or close your case. You have 90 days from the notice date to ask for a hearing. If you ask for a hearing within 10 days, you may be able to keep getting benefits while you wait for the hearing.

RIGHT TO APPEAL- Ask for a hearing if you disagree with the Department's decision. Your case manager can help you write your appeal. At the hearing, you can speak for yourself or bring a lawyer, friend or relative to speak for you.

EQUAL RIGHTS- Federal law and U.S. Department of Agriculture (USDA) and U.S. Department of Health and Human Services (HHS) policy state we cannot discriminate against you because of race, color, national origin, sex, age, or disability. Under the Food and Nutrition Act and USDA policy, we also cannot discriminate against you because of religion, political beliefs or retaliation.

If you think we have discriminated against you contact USDA or HHS. To contact USDA write USDA, Director, Office of Civil Rights, 1400 Independence Avenue SW, Washington, DC 20250-9410. You may also call toll free, 1-866-632-9992 (voice). TOO users can contact USDA through local relay or the Federal Relay at 1-800-877-8339 (TOO) or 1-866-377-8642 (relay voice users). To contact HHS, write Office for Civil Rights, Health and Human Services, 150 S. Independence Mall West- Suite 372, Philadelphia, PA 19106-3499. You may also call HHS toll free at 1-800-368-1019 (voice) or 1-800-537-7697 (TOO). You may also send an email to [email protected]. USDA and HHS are equal opportunity providers and employers.

For the Food Supplement Program, if you need this information in a different format (Braille, large print, audiotape, etc.), contact the USDA's TARGET Center at 202-720-2600 (Voice or TOO). If you need information about this program, activity or facility in a language other than English, contact the USDA agency responsible for the program or activity, or any USDA office.

RIGHT TO PRIVACY- You are giving personal information in the application. We use the information to see if you are eligible for benefits. If you do not give the information, we may deny your application. You have a right to review, change, or correct any information. We will not show your information or give it to others unless you give us permission or federal and state law allows us to do so.

RIGHT TO CLAIM GOOD CAUSE -If you want Temporary Cash Assistance (TCA), you must help the Department get child support. You may not have to help if it puts your or your family in danger.

RIGHT TO REFUSE HELP- You do not have to accept help from a religious organization if it is against your religious beliefs.

RIGHT TO TIMELY APPLICATION PROCESSING- If you are eligible for expedited Food Supplement Program benefits we must give you your benefits within 7 days. For the regular Food Supplement Program and other programs, except for certain Medical Assistance programs, we must process your application within 30 days. There are times when there is a delay in processing. If there is a delay, we will send you a letter to tell you why there is delay in processing your application.

DHR/FIA CARES 9701 Revised B/10 8 YOUR RIGHTS AND RESPONSIBILITIES Authorization to Receive Family Planning Information

If you want information, you can ask your case manager for a Family Planning Guide. You may also contact: • 1-800-546-8900 if you need help in finding a provider for birth control or arranging prenatal care, or • The Center for Maternal and Child Health at 410-767-6713 www.fha.state.md.us/mch

YOU HAVE THE FOLLOWING RESPONSIBILITIES

PROVIDE INFORMATION- You must give true and complete information. You may need to give us proof of this information. We will keep this information private. Any delay in providing proof may result in your case being delayed or denied.

Collecting application information, including the social security number of each household member, is authorized under the Food and Nutrition Act of 2008, U .S.C.2011-2036, Social Security Act §1137(f) and 42 U.S.C. §1320b-7(d). We use the information to find out if your household is eligible. We check this information by matching computer programs.

We also use the information to see if you meet program rules. We may contact your employer, bank or other party. We may also contact local, state or federal agencies to make sure the information is correct. We can give your information to other federal or State agencies for official use and to law enforcement officers who need it to find persons fleeing to avoid the law.

If you get too much in benefits: • You may have to repay the money for the benefits, and • We may give the application information, including social security numbers, to federal or state agencies, as well as private claims collections agencies, for action.

Giving information is voluntary. If you do not give us information such as social security numbers for everyone who wants help, we may deny benefits for each person who does not give a social security number. If you do not have a social security number, we will help you get one.

REPORT CHANGES -You must report all changes within ten days unless you are part of the Food Supplement Program simplified reporting group and are not receiving Cash Assistance or Medical Assistance. If you want to know if you are part of this group, ask your case manager. You may tell us about any changes in person, by telephone, or by mail to the Department.

Warning- We may deny, lower or stop your benefits if you give us wrong information or do not report changes. A judge may fine and/or imprison you if you deliberately give wrong information or do not report changes.

AUTHORIZED REPRESENTATIVES- In most instances, if your authorized representative gives us wrong information, you will have to pay back any amount you are overpaid. If your authorized representative knowingly gives us the wrong information or does not use your benefits properly, we may disqualify the person from being an authorized representative. If a drug and alcohol treatment center or a group living arrangement acts as your authorized representative for your food benefits and they willfully give us wrong information about your situation, we may prosecute the person under applicable State or federal law.

DHR/F!A CARES 9701 Revised 8110 9 YOUR RIGHTS AND RESPONSIBILITIES

FOOD SUPPLEMENT PROGRAM PENALTIES

Do not: • Give false information or withhold information to get or continue to get Food Supplement Program (FSP) benefits • Trade or sell FSP benefits, or electronic benefit cards. • Use FSP benefits to buy items not allowed, such as alcohol and tobacco. • Use someone else's FSP benefits. • Use someone else's Electronic Benefits Card without authorization. Your Food Supplement Program benefits will not increase if your cash assistance case is reduced or closed because you did not follow the rules. If a household member deliberately breaks the rules, we may bar the person from the Food Supplement Program. • We may bar this person for one year after the first violation. • We may bar this person for two years: • After the second violation, or *After the first time a court finds this person guilty of buying illegal drugs with Food Supplement Program benefits. • We may bar this person permanently: *After the third violation, or * After the second time a court finds a person guilty of buying illegal drugs with FSP benefits, or • After the first time a court finds this person guilty of buying guns, bullets, or explosives, with FSP benefits. • After a court finds this person guilty of trafficking FSP benefits of $500 or more.

• We may bar this person for ten years if found guilty of making a false statement about the person's identity in order to receive multiple benefits at the same time.

• A judge can also fine this person up to $250,000, imprison the person for up to 20 years, or both. A judge can also bar this person for an additlonal18 months. The person may also have to face further prosecution under other federal laws. TCA PENALTY- If an assistance unit member Is convicted of an Intentional Program Violation (IPV), everyone in your family will lose their benefits.

• The first time, you will lose benefits for 6 months or until you repay all of the money. • The second time, you will lose benefits for 12 months or until you repay all of the money. • The third time, you cannot get TCA benefits again.

MEDICAID WARNING AND PENALTY- Only use Medical Ass/stance cards If you are eligible.

Every person convicted of "Medicaid Fraud" with a value of $500 or more in money, services, or goods is guilty of a felony, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be subject to a fine of no more than $10,000, imprisoned for no longer than five years, or both.

Every person convicted of "Medicaid Fraud" with a value of less than $500 in money, services or goods is guilty of a misdemeanor, and shall:

1. Pay back money, services or goods; or the value of those services or goods unlawfully received; 2. Be fined no more than $1,000 and imprisoned for no longer than three years or both.

DHR/F!A CARES 9701 Revised 8/10 10 YOUR RIGHTS AND RESPONSIBILITIES

READ BEFORE SIGNING: I understand that it is important to give true information and if I do not, I am breaking the law. I understand that I can be fined, imprisoned or have my benefits reduced for making false statements or for pretending to be another person. I know I can be punished for not reporting changes that may affect my eligibility or benefit amount. I understand that if I get more Food Supplement benefits than I should, all adult members of my household are liable for repaying the debt. I know the Department can use the application against me in a court of law for fraud prosecution. I know that failing to report or verify shelter, medical, or dependent care expenses or child support payments is the same as saying I do not want a deduction for the expenses I did not verify or report. I understand that the Department may check the information on this form to see if it is correct and may select my case for a spot check, such as for a Quality Control Review. I agree to allow someone from the Department to visit me at home. I will help them get all needed proofs from any source. I understand by signing this application: • I accept cash assistance and/or medical assistance. • I agree that Medicare Part B will make payments directly to doctors and medical suppliers. • I give the Department the right to seek payment from private or public health insurance and any liable third party. I understand that I must cooperate with the department in securing such payments. The Department may seek payment without legal action, as long as it does not keep more than the amount Medical Assistance paid. • I give the Department the right to inspect, review and copy all medical records for services received through the Medical Assistance Program. I understand that when a person is deceased who was at least 55 years old when receiving Medical Assistance the state may take money from the estate to repay payments made on behalf of that person. The program may take the money only if there is no surviving spouse, unmarried child younger than 21, or blind or disabled child (married or unmarried) of any age. SIGNATURE SECTION I understand that, as required by Maryland law, certain law enforcement agencies that investigate fraud can · obtain information about my application, income, benefits and other documentation as part of their investigation. While access to my application and benefit information is normally limited (under Md. Code Ann. Human Resources Article§ 1-201), these limits do not apply to these investigative agencies. Such agencies include the Department of Human Resources' Office of the Inspector General. I understand that I do not need to provide consent to these agencies in order for them to investigate any allegations of fraud against me. Any information found as a result of the investigation may be used against me if an allegation of fraud is prosecuted.

I have read or someone has read and explained the entire application to me. I swear or affirm under penalty of perjury, that all the information I gave is true, correct, and complete to the best of my ability, belief and knowledge. 1received a copy of my rights and responsibilities. I authorize any person, partnership, corporation, association, or governmental agency that knows the facts about my eligibility to give that information to the Department. I also authorize the Department to contact any person, partnership, corporation, association, or governmental agency that has given proof of my eligibility for benefits. I certify, under penalty of perjury, that by signing my name below, all persons for whom I am applying are U.S. citizens, lawfully admitted immigrants or individuals in satisfactory immi ration status. Signature of Applicant I Recipient Date

Signature of Witness (If you Signed an X) Date

Signature of Spouse (If Applicable) Date

Signature of Authorized Representative Date (If Applicable) Signature of Case Manager Date

I withdraw my application for: o Cash Assistance o Food Supplement Program o Medical Assistance Signature of Applicant, Recipient, Date Authorized Representative

DHR/FIA CARES 9701 Revised 8/10 11 YOUR RIGHTS AND RESPONSIBILITIES ASSIGNMENT OF SUPPORT RIGHTS FOR TEMPORARY CASH ASSISTANCE • I assign to the State of Maryland all rights, titles, and interest in support that I may have for myself or for any person receiving TCA.

• This includes any overdue support that has not been collected .

• I agree to have the child support agency collect any support owed to me and to keep up to the amount of TCA paid to me.

• I agree to send to the State of Maryland any support I receive. If I do not turn over this support, I will have to repay this amount to the State of Maryland. I may also be prosecuted for fraud.

When I am eligible for Medical Assistance:

• I assign all rights, title, and interest in medical support and health insurance payments I may have for myself or any person receiving Medical Assistance. This includes overdue medical support or health insurance payments that have not been collected.

• I agree to have the child support agency collect medical support payments owed to me and to keep up to the amount of Medical Assistance payments that were made for me.

• I agree to give the State of Maryland any medical support or health insurance payments I receive.

• I will cooperate to the best of my ability and knowledge with the child support agency while I am receiving TCA and Medical Assistance • If I do not cooperate with the child support agency, I may lose all my benefits and my case may be closed I HAVE READ THESE STATEMENTS OR SOMEONE READ THEM TO ME. I UNDERSTAND WHAT THEY MEAN. BY SIGNING MY NAME BELOW I AGREE TO FOLLOW WHAT THEY SAY. Signature Date

DHR/FJA CARES 9701 Revised 8/10 12 DEPARTMENT OF HUMAN RESOURCES SOCIAL SERVICES ADMINISTRATION 311 WEST SARATOGA STREET BALTIMORE, MARYLAND 21201

DATE: November 9, 2011

POLICY DIRECTIVE: SSA/Adult Services # 12-3

TO: Directors, Local Departments of social services

FROM: Carnitra White,

RE:

PROGRAM AFFECTED: Social Services to Adults and In-Home Aide Services Programs ------~--- ORGINATING OFFICE: Social Services Ad ministration's Office of Adult Services

ACTION REQUIRED: All Local Departments

REQUIRED ACTION: Implement policy regarding the use of Financial Disclosure Form

ACTION DUE DATE: Immediately

CONTACT PERSON: Debbie Cunzeman Program Specialist 410-767-7317 [email protected]

AlTERNATE CONTACT: April Seitz Director, Office Adult Services 410-767 7569 [email protected] SSA/ Adult Services#12-3 Page 2

PURPOSE: This Policy Directive outlines the use of the Financial Disclosure form [DHR/SSA 248 C) for use In determining eligibility for Social Serv1ces to Adults and In-Home Aide Services. This is in lieu of DHR/SSA 248 B.

ACTION REQUIRED: The Department of Human Resources expects that each local department shall fully utilize this form to determine eligibility for both Social Services to Adults and In-Home Aide Programs. This form will assist families and individuals needing these services as well as other services in the community. This form will be posted on the DHRNET for future use.

BACKGROUND: As part of the application process and determining eligibility for Social Services to Adults [SSTA) and In-Home Aide Services [I HAS), an applicant who is in need of and agrees to receive SSTA and/or I HAS, also must meet applicable income and assets limitations.

For SSTA, a non-aged adult [18 to 64) is eligible for SSTA provided that the adult's income does not exceed 80% of the State median income as set forth in §i\(2) of CDMAR 07.02.15.03 and COMAR 07.03.04.08 and meets the asset limitations set forth in §B ofCOMAR 07.02.15.03.

For SSTA, aged adult [65 and older) is eligible for SSTA without regard to Income but must meet the asset set forth in §B of COMAR 07.02.15.03

For I HAS, any individual/family that exceeds the 80% income limitation and meets the asset limitation is subject to a sliding scale fee fur services.

Attachment State of Maryland Financial Disclosure Form

Client's Name

Income Category Verfication Source Client's Monthly Income Spouse Monthly Income social Security Salary_ Veterans Benefits Railroad Retirement Civil Service Pension Alimony Rental Income Interest Income Annuities Other TOTAL Income $ $0.00 Combined Total Income'-"'$--=-.,-,=-:-----' Asset Category Verflcatlon Source Total Value Savings Account Account Statement Checking Account Account Statement Certificate of Deposit Account Statement Value of Stock Account Statement Value of Bonds Account Statement Value of IRA Account Statement Value of Deferred Compensation Account Statement Property Value( not primary residence) Tax Assessment Trust Fund Policy/Fund Statement Cash Surrender Value Of Life Insurance Policy(ies) Other· Total Assets $0.00 TOTAL $0.00

I atiJrm that the above information is true and correct to the best of my knowledge and belief

I affirm that the above information was provided by the client or client's legal representative and that I have venf1ed thiS information using appropriate sources.

Signature of the Client( or legal representative) Uate

Signature of Case Manager Date

DHR/SSA 248C (1012011) INSTRUCTIONS FOR THE FINANCIAL DISCLOSURE FORM

The Financial Disl:losun: Fonn is used for three purposes: !. To calculate gross income for income eligibility 2. To calculate assets as identitied in COMAR 07.02.15.03 (B) 3. To record, when necessary, the type of verification used to document income.

Gruss income is defined us "the sum of income received by an individual". Income amounts included in the gross income should be regular and on-going. The gross income includes items deducted from salaries and wages such as withholding taxes or social security since these items are a form of savings.

Use this form and follow the pruct:durt:s outlined below:

Enter the gross amount of income trom each of the sources listed in the appropriate column. (Use the same time period for each item on the form, monthly) I. Total the gross income for the unit and enter the total in the box "Combined Total Income. This information shall be used in determining the eligibility code for the CIS Services I Fonn. 2. Complete the asset for each line with an amount including $0. If the source is not identified use "other" 3. Sign and date the form and file in the case record for later audit purposes.

When the client's statements regarding income seem unrensonable or inconsistent workers are authorized to require verification of income sources.

1. Ask the client to provide documentation of the source(s) of income in question. 2. In th.: s.:cond column cntt:r tht: type of verification which you, the worker, have seen to document the income listed in column one. Attach a Xerox copy of such doctunentation when possible. If this is not possible, describe the document you have seen, listing check numbers, dates, etc.

The following are suggestt:d sources of verification:

Income: Award letters such as (Social Security, Railroad Retirement, Veterans benefits or categories as listed on the form). Additional documentations such as: interest on bank accounts; alimony; a separation agreement; letters from an employer or former employer giving status and rate of pay; stock broker's statcmt:nts; rental receipts; etc. In the case of self-employed, a copy of the most current tax return statement may give sufficient information, unless the applicant's situation has drastically changed. Page 2

Assets: Copies of statements ti·om checking and savings accounts; certificates of deposits; stocks; bonds; life insurance cash value in excess of$3,500.00; real estate that is not the client's primary residence; individual retirement accounts that can be withdrawn without penalty; trust funds; annuity accounts; and mutual accounts and any others source of assets.

One time only payments not limited to lott~:ry wjnnjnf?s and insurance settlements shall be included as an asset.

THIS FORM MUST APPEAR IN THE CASE RECORD FOR ALL INCOME/ASSET ELIGIBLE CLIENTS.

This form will assist In identifying other community resources for which the client may be eligible. Senior Citizen Rental Assistance Report

APPENDIX IV

VETERANS MEANS TEST DATA FORM "~ "~ 1 Veterans Means Test Data Form 1

The purpose of this form is to gather some basic information so that we can evaluate your possible eligibility to receive VA benefits. This information is held confidential and will not be released Jn any form. Please be as detailed as possible in filling out this form. Without a complete overview of your current financial state we will be unable to properly evaluate your current situation. This infonnation is needed to build a financial plan necessary to accomplish your stated personal goals. (PLEASE PRINT)

Veteran's Name: -c=-c--=---=-----,------Birth Date: I I Veteran's Heallh: Good o Fair o Poor o Deceased o Spouse's Name: Birth Date: __1 __ 1 __ Spouse's Health: Good o Fair o Poor o Deceased o Address: City: ______State: __Zip: __ County: Phone: ( ) ______------Name of Contact Person (if different than above): ------­ Relationship to Veteran:------,-,------Address:------;::;----;---- ______State: __ Zip: __ E-mail:County:------Phone '-----' ------Branch of Service From: __1 __ 1 __ To: __1 __ 1 __ Military Svc. # Military Occupation------Service Related Injuries: Yes o No o Type oflnjuries. _____ .,--,------Registered in VA System: Yes o No o% ofDisability __ VA File # ______Are you receiving any benefits through the VA? Yes o No o Ifanswered yes above please list type ofbenefit(s): ------

How did you hear about us?------

HOUSEHOLD INCOME: Source Income Monthly Amount Veteran's Social Security $. _____ Spouse's Social Security $____ _ Interest I Dividends $ _____ Pension & Annuity $. ____ Other Income $ _____ Other Income $____ _

NON-REIMBURSED MEDICAL EXPENSES Expense Item Monthly expense Expense Item Monthly expense $. ____ Health Insurance Premiums Co-Pays $.;:----- LTC Insurance Premiums $ ____ Deductibles $ _____ Assisted Living/Nursing home $:---- Health/Hygiene Supplies $ _____ In Home Care Costs $ ____ Medical Mileage $ _____ Medicare B Expenses $. ____ Dental Expenses $ _____ Prescription Drugs $. ____ Eyeglass/Vision Expenses $ ____

Please list all other NON-REIMBURSED MEDICAL EXPENSES below. $. ____ $ ____ $. ____ $. ____ $. ____ $ ____

Tbe Sawyer Group, Inc., 100 Painters Mill Road, Suite 420, Owings Mills, MD 21117 Phone: 410-356-9230; Toll Free: 800-276-8043 Securities offered through Broker Dealer Financial Services Corp. Member FINRA & SIPC CURRENT ASSETS:

TYPE OF ACCOUNT/ ASSET OWNER NAME APPROXIMATE VALUE HOME: Are you plannin~ on selling within the year? Y or N AUTO: OTHER PROPERTY: SAVINGS ACCOUNT: CHECKING ACCOUNT: ANNUITIES: RETIREMENT ACCOUNTS: INVESTMENTS: IRA'S: OTHER: OTHER: OTHER:

Please complete ... What are your current concerns?

Number of Children Are Children involved in Financial Decisions: Yes DNoD Do you have any of the following? Will: Yes o No o Dated: __/ __ /__ Living Trust: Yes o No o Dated:_/_/_ Power of Atty. (Financial) Yes o No o Dated: __/ __ / __ Power of Atty. (Medical) Yes o Noo Dated: __/ __/ __ Long Term Care Insurance: Yes o No o Declaration of Guardian: Yes o Noo Do you anticipate an Inheritance: Yes o No o Approximate Value:$______

The information that 1 have provided above is true, correct and as accurate as possible. I am in no way obligated to comply with or follow any advice or procedures that may be proposed by The Sawyer Group and/ or its representatives. I understand that I may not be entitled to any VA benefits and that I have not been promised that I will receive or even qualify for any benefits under the Veterans Administration System. I understand that there is NO COST to me for this service.

PR!MARYSJGNATURE: ____~------DATED: ______(Veteran, Power ofAttorney, Representative) Please Return to: Charles W. Sawyer, Jr. 100 Painters Mill Road, Suite 420 Owings Mills, MD 21117 OR Fax to: 410-356-9263

Additional Notes (please fee/free to add additional pages): ______

The Sawyer Group, Inc., 100 Painters Mill Road, Suite 420, Owings Mills, MD 21117 Phone: 410-356-9230; Toll Free: 800-276-8043 Securities offered through Broker Dealer Financial Services Corp. Member FINRA & SIPC Senior Citizen Rental Assistance Report

APPENDIXV

MARYLAND LEGISLATURE 2014 SESSION (HOUSE BILL 453) HOUSE BILL 453 C8 4lr0063

By: Chair, Environmental Matters Committee (By Request- Departmental­ Housing and Community Development) Introduced and read first time: January 27, 2014 Assigned to: Environmental Matters Committee Report: Favorable with amendments House action: Adopted Read second time: February 20, 2014

CHAPTER __

1 AN ACT concerning

2 Housing and Community Development- Multifamily Rental Housing 3 Programs Efficiency Act

4 FOR the purpose of repealing certain provisions of law governing the Elderly Rental 5 Housing Program, the Nonprofit Rehabilitation Program, and the Rental 6 Housing Production Program and establishing a new Rental Housing Program 7 in the Department of Housing and Community Development; consolidating 8 certain loan programs within the Department into a single program; providing 9 for certain types of financing and repayment terms; establishing certain uses for 10 loan proceeds; clarifying certain standards for multifamily loans; requiring the 11 Department to provide notice of certain projects to certain local jurisdiJ;tions; 12 altering certain standards for the Department's consultation with local 13 jurisdictions on certain projects; requiring the Department to establish certain 14 regulations; transferring authority over a certain fund from the Community 15 Development Administration to the Department; repealing a certain finding 16 relating to a proper public purpose for public money; authorizing the 17 Department to make loans directly or through the Administration under certain 18 circumstances; altering the circumstances under which the Department may 19 approve the use of partnership rental housing funds under certain 20 circumstances; authorizing funds provided under the Partnership Rental 21 Housing Program to be made available as a deferred payment loan under 22 certain circumstances; defining certain terms; making conforming and technical 23 changes; and generally relating to the Rental Housing Program and the

EXPLANATION: CAPITALS INDICATE MATTER ADDED TO EXISTING LAW. [Brackets] indicate matter deleted from existing law. Underlining indicates amendments to bill. ~trihs ottt indicates matter stricken from the bill by amendment or deleted from the law by amendment. 111111111 111111111111111 1111 II II 2 HOUSE BILL 453

1 Partnership Rental Housing Program in the Department of Housing and 2 Community Development.

3 BY repealing 4 Article -Housing and Community Development 5 Section 4-401 through 4-409 and the subtitle "Subtitle 4. Elderly Rental 6 Housing Program"; 4-929; and 4-1501 through 4-1511 and the subtitle 7 "Subtitle 15. Rental Housing Production Program" 8 Annotated Code of Maryland 9 (2006 Volume and 2013 Supplement)

10 BY repealing and reenacting, with amendments, 11 Article- Housing and Community Development 12 Section 2-102(a)(9), 4-101, 4-103, 4-213, 4-504, 4-901, 4-903, 4-905, 4-906, 13 4-907,4-918,4-921,4-923,4-1205,4-1207, and4-1208 14 Annotated Code of Maryland 15 (2006 Volume and 2013 Supplement)

16 BY adding to 17 Article- Housing and Community Development 18 Section 4-401 through 4-411 to be under the new subtitle "Subtitle 4. Rental 19 Housing Program" 20 Annotated Code of Maryland 21 (2006 Volume and 2013 Supplement)

22 SECTION 1. BE IT ENACTED BY THE GENERAL ASSEMBLY OF 23 MARYLAND, That Section(s) 4-401 through 4-409 and the subtitle "Subtitle 4. 24 Elderly Rental Housing Program"; 4-929; and 4-1501 through 4-1511 and the subtitle 25 "Subtitle 15. Rental Housing Production Program" of Article - Housing and 26 Community Development of the Annotated Code of Maryland be repealed.

27 SECTION 2. AND BE IT FURTHER ENACTED, That the Laws of Maryland 28 read as follows:

29 Article -Housing and Community Development

30 2-102.

31 (a) The Department shall:

32 (9) administer federal programs RELATING to community assistance; 33 and

34 4-101.

35 (a) In this title the following words have the meanings indicated. HOUSE BILL 453 3

1 (b) "Administration" means the Community Development Administration.

2 (c) "Division" means the Division of Development Finance.

3 (d) "Elderly household" means one or more individuals who occupy a 4 residential dwelling unit, at least one of whom meets the age limit specified by the 5 Secretary that:

6 (1) is greater than or equal to age 55; and

7 (2) may vary for different programs or types of projects.

8 [(e) "Elderly rental housing project" means a project that meets the 9 qualifications in § 4-407 of this title.]

10 [(f)] (E) "Nonprofit sponsor" means a sponsor that is:

11 (1) a nonprofit organization; or

12 (2) a limited partnership, if:

13 (i) l. each general partner is a nonprofit organization; or

14 2. each general partner is a wholly owned subsidiary of a 15 nonprofit organization;

16 (ii) the limited partnership is formed to undertake a project that 17 is eligible as a whole or in part for a federal program or incentive, including 18 low-income housing tax credits; and

19 (iii) a nonprofit organization manages the project or will receive 20 the net cash flow or residual sale proceeds on the sale of the project.

21 4-103.

22 The Division includes:

23 (1) the Community Development Administration;

24 (2) the Disaster Relief Housing Program;

25 (3) the Down Payment and Settlement Expense Loan Program;

26 [(4) the Elderly Rental Housing Program;]

27 [(5)] (4) federal and State weatherization programs; 4 HOUSE BILL 453

1 [(6)] (5) the Group Home Financing Program;

2 [(7)] (6) the Lead Hazard Reduction Grant Program;

3 [(8)] (7) the Lead Hazard Reduction Loan Program;

4 [(9)] (8) the local government infrastructure program;

5 [(10)] (9) the Maryland Home Financing Program;

6 [(11)] (10) the Maryland Housing Rehabilitation Program;

7 [(12)] (11) the Neighborhood Housing Services Fund;

8 [(13)] (12) the Operating Assistance Grants Demonstration Projects;

9 [(14)] (13) the Partnership Rental Housing Program;

10 [(15)] (14) the Radium [Pilot] Grant Program;

11 [(16)] (15) the Rental Allowance Program and other rental assistance 12 programs;

13 [(17)] (16) the Rental Housing [Production] Program; and

14 [(18)] (17) the Self-Help Homeownership Technical Assistance 15 Program.

16 4-213.

17 (a) In accordance with regulations that the Secretary adopts, an agreement 18 that the Administration makes to carry out its functions and responsibilities under §§ 19 4-211, 4-214, and 4-225 through 4-235 of this subtitle shall be approved by:

20 (1) the Secretary; and

21 (2) the Board of Public Works, if its approval is required by law.

22 (b) The Administration shall [get approval of the land use for a community 23 development project by resolution of the appropriate governing body) PROVIDE 24 WRITTEN NOTICE AND A REASONABLE OPPORTUNITY TO COMMENT TO THE 25 CHIEF EXECUTIVE OFFICER OR THE EQUIVALENT OFFICER AND THE HEAD OR 26 PRESIDENT OF THE LEGISLATIVE BODY of the [locality) POLITICAL SUBDIVISION 27 in which [the) A PROPOSED COMMUNITY development PROJECT OR A PUBLIC 28 PURPOSE PROJECT is located (before: HOUSE BILL 453 5

1 (1) (i) acquiring, owning, or holding land that is not open, mainly 2 open, or undeveloped, personal property, or mixed property;

3 (ii) clearing, improving, constructing, or rehabilitating the 4 property; or

5 (iii) transferring, leasing, mortgaging, or otherwise disposing of 6 the property; or

7 (2) building housing on any land].

8 (C) IF THE PROPOSED PROJECT IS LOCATED IN A MUNICIPAL 9 CORPORATION, THE NOTICE REQUIRED UNDER SUBSECTION (B) OF THIS 10 SECTION SHALL BE SENT TO THE CHIEF EXECUTIVE OFFICER AND HEAD OR 11 PRESIDENT OF THE LEGISLATIVE BODY OF THE MUNICIPAL CORPORATION AND 12 NOT TO THE COUNTY.

13 [(c)] (D) A project that the Administration finances is subject to applicable 14 zoning and building codes.

15 [(d)] (E) (1) This subsection applies notwithstanding any other provision 16 of this subtitle or other State law.

17 (2) In exercising its functions and responsibilities, the Administration 18 may sell or lease for a term not exceeding 99 years all or part of the real, mixed, or 19 personal property constituting a community development project.

20 (3) A sale or lease under this section may be made:

21 (i) without public bidding or public sale; and

22 (ii) on terms and conditions that make housing in that 23 development economically feasible for families of limited income.

24 (4) A sale or lease under this section shall conform with a plan for 25 community development that the Secretary approves at a public hearing held after 26 notice is published in at least one newspaper of general circulation in the political 27 subdivision in which the development is located.

28 (5) The plan for community development presented at the hearing 29 shall be in accordance with regulations that the Secretary adopts, requiring:

30 (i) a description of the property; 6 HOUSE BILL 453

1 (ii) a statement of the identity of the proposed purchaser or 2 lessee and the proposed use or reuse of the property;

3 (iii) the price or rental to be paid by the purchaser or lessee; and

4 (iv) the conditions of the sale or lease that ensure that the 5 community development purposes of this subtitle will be carried out.

6 [(e)} (F) In carrying out this subtitle, the Administration shall comply with 7 local laws applicable to the community development project.

8 [(f)} (G) (1) In carrying out this subtitle, the Administration shall:

9 [(i) work closely, consult, and cooperate with local elected 10 officials;

11 (ii) give primary consideration to local needs and desires;

12 (iii)} (I) foster local initiative and participation in community 13 development activities; and

14 [(iv)} (II) consider local and regional goals and policies as 15 expressed in urban renewal, community renewal, and local comprehensive land use 16 plans and regional plans.

17 (2) Wherever possible, the Administration shall carry out community 18 development projects together with and through the use of:

19 (i) private enterprise;

20 (ii) limited dividend corporations;

21 (iii) local development agencies; and

22 (iv) local development entities.

23 SUBTITLE 4. RENTAL HOUSING PROGRAM.

24 4-401.

25 (A) IN THIS SUBTITLE THE FOLLOWING WORDS HAVE THE MEANINGS 26 INDICATED.

27 (B) "FUND" MEANS THE RENTAL HOUSING FUND ESTABLISHED UNDER 28 § 4-504 OF THIS TITLE. HOUSE BILL 453 7

1 (C) "HOUSEHOLD OF LIMITED INCOME" MEANS A Fl.rllll:b¥ QR ,•.. n 2 UIQI:VIQWlllf: y,qu~S~ ONE OR MORE INDIVIDUALS WHO OCCUPY THE SAME 3 RESIDENTIAL DWELLING UNIT AND WHOSE TOTAL HOUSEHOLD INCOME DOES 4 NOT EXCEED THE UPPER INCOME LIMITS ESTABLISHED BY THE SECRETARY FOR 5 THE PROGRAM UNDER § 4-404 OF THIS SUBTITLE.

6 (D) "OFFICE OR OTHER COMMERCIAL SPACE CONVERSION" MEANS THE 7 CONVERSION TO RENTAL HOUSING OF A BUILDING THAT:

8 (1) IS IN A SUSTAINABLE COMMUNITY AS DEFINED IN§ 6-301 OF 9 THIS ARTICLE;

10 (2) WAS BUILT MORE THAN 30 YEARS BEFORE AN APPLICATION IS 11 SUBMITTED TO THE DEPARTMENT TO FINANCE THE CONVERSION;

12 (3) CONSISTS OF AT LEAST TWO FLOORS AT OR ABOVE GROUND 13 LEVEL; AND

14 (4) WAS LAST USED AS OFFICE OR OTHER COMMERCIAL SPACE.

15 (E) "PROGRAM" MEANS THE RENTAL HOUSING PROGRAM.

16 (F) "RENTAL HOUSING PROJECT" MEANS A PROJECT ELIGIBLE FOR 17 FINANCIAL ASSISTANCE UNDER§ 4-407 OF THIS SUBTITLE.

18 4-402.

19 THERE IS A RENTAL HOUSING PROGRAM.

20 4-403.

21 THE PURPOSES OF THE PROGRAM ARE TO:

22 (1) STIMULATE THE PRODUCTION AND PRESERVATION OF 23 RENTAL HOUSING;

24 (2) INCREASE AND IMPROVE THE SUPPLY OF DECENT, SAFE, AND 25 SANITARY RENTAL HOUSING AT COSTS THAT ARE AFFORDABLE TO HOUSEHOLDS 26 OF LIMITED INCOME;

27 (3) USE AVAILABLE RESOURCES EFFICIENTLY TO SERVE THE 28 HOUSEHOLDS THAT ARE IN NEED OF QUALITY AFFORDABLE HOUSING 29 OPPORTUNITIES, INCLUDING FAMILIES, THE ELDERLY, AND PERSONS WITH 30 DISABILITIES OR SPECIAL NEEDS; 8 HOUSE BILL 453

1 (4) SUPPORT ECONOMIC GROWTH AND ACTIVITY BY FINANCING, 2 IN WHOLE OR IN PART, THE CONSTRUCTION OR SUBSTANTIAL REHABILITATION 3 OF RENTAL HOUSING PROJECTS; AND

4 (5) REVITALIZE SUSTAINABLE COMMUNITIES, AS DEFINED IN § 5 6-301 OF THIS ARTICLE, THROUGH OFFICE OR OTHER COMMERCIAL SPACE 6 CONVERSION.

7 4-404.

8 (A) THE DEPARTMENT SHALL:

9 (1) ADMINISTER THE PROGRAM;

10 (2) ADOPT POLICIES TO ENSURE THAT RENTAL HOUSING IS MADE 11 AVAILABLE TO HOUSEHOLDS OF LIMITED INCOME;

12 (3) DEVELOP PROCEDURES TO ENSURE THAT THE PROJECTS 13 RECEIVING FINANCIAL ASSISTANCE FROM THE PROGRAM ARE IN COMPLIANCE 14 WITH APPLICABLE OCCUPANCY RESTRICTIONS;

15 (4) USE FEDERAL AND STATE PROGRAMS TO HELP CARRY OUT 16 THE PROGRAM; AND

17 (5) ENCOURAGE THE ASSISTANCE OR PARTICIPATION OF LOCAL 18 POLITICAL SUBDIVISIONS.

19 (B) THE SECRETARY SHALL SET INCOME GUIDELINES BY CONSIDERING:

20 (1) THE MEDIAN INCOME FOR THE AREA;

21 (2) THE MINIMUM INCOME NEEDED TO AFFORD AVAILABLE 22 STANDARD RENTAL UNITS IN THE AREA;

23 (3) FEDERAL INCOME GUIDELINES, INCLUDING THE 24 REQUIREMENTS OF THE FEDERAL LOW-INCOME HOUSING TAX CREDIT 25 PROGRAM; AND

26 (4) ANY OTHER RELEVANT FACTOR.

27 (C) IN ADMINISTERING THE PROGRAM UNDER THIS SUBTITLE, THE 28 DEPARTMENT MAY ACT EITHER DIRECTLY OR THROUGH THE ADMINISTRATION. HOUSE BILL 453 9

1 (D) THE DEPARTMENT SHALL PROVIDE WRITTEN NOTICE AND A 2 REASONABLE OPPORTUNITY TO COMMENT TO THE CHIEF EXECUTIVE OFFICER 3 OR THE EQUIVALENT OFFICER AND THE HEAD OR PRESIDENT OF THE 4 LEGISLATIVE BODY OF THE POLITICAL SUBDIVISION IN WHICH A PROPOSED 5 PROJECT IS LOCATED.

6 (E) IF THE PROPOSED PROJECT IS LOCATED IN A MUNICIPAL 7 CORPORATION, THE NOTICE REQUIRED UNDER SUBSECTION (D) OF THIS 8 SECTION SHALL BE SENT TO THE CHIEF EXECUTIVE OFFICER AND HEAD OR 9 PRESIDENT OF THE MUNICIPAL CORPORATION AND NOT TO THE COUNTY.

10 4-405.

11 TO ACHIEVE THE PURPOSES OF THE PROGRAM, THE DEPARTMENT 12 SHALL, FROM TIME TO TIME, ASK THE STATE TO INCREASE OR REPLACE 13 AMOUNTS DEPOSITED WITH THE STATE TREASURER IN THE FUND.

14 4-406.

15 (A) THE DEPARTMENT SHALL ADOPT REGULATIONS TO CARRY OUT THE 16 PROGRAM.

17 (B) THE REGULATIONS SHALL PROVIDE FOR:

18 (1) APPLICATIONS FOR MONEY FROM THE FUND;

19 (2) STANDARDS OF ELIGIBILITY, TERMS, AND FEES;

20 (3) CHARGES THAT SHALL BE IMPOSED ON PROGRAM LOANS; AND

21 ( 4) THE RECAPTURE OF MONEY OF THE FUND FROM A BORROWER 22 THAT DOES NOT USE THE MONEY IN A TIMELY MANNER.

23 4-407.

24 (A) A PROJECT QUALIFIES AS A RENTAL HOUSING PROJECT UNDER 25 THIS SUBTITLE IF:

26 (1) ITS PURPOSE IS TO ACQUIRE, CONSTRUCT, OR REHABILITATE 27 REAL PROPERTY OR ALL OR PART OF A BUILDING OR IMPROVEMENTS THAT 28 WILL BE OCCUPIED BY HOUSEHOLDS OF LIMITED INCOME AS PROVIDED IN THIS 29 SUBSECTION; AND 10 HOUSE BILL 453

1 (2) A PORTION OF THE RENTAL UNITS IN THE PROJECT ARE SET 2 ASIDE FOR HOUSEHOLDS OF LOWER INCOME FOR THE GREATER OF:

3 (I) I5 YEARS; OR

4 (II) THE NUMBER OF YEARS REQUIRED BY FEDERAL LAW.

5 (B) THE MINIMUM NUMBER OF RENTAL UNITS SET ASIDE UNDER 6 SUBSECTION (A)(2) OF THIS SECTION SHALL BE THE GREATER OF:

7 (I) THE NUMBER THAT BEARS THE SAME RATIO TO THE WHOLE 8 NUMBER OF RENTAL UNITS IN THE PROJECT AS THE AMOUNT OF THE PROGRAM 9 LOAN BEARS TO THE WHOLE FINANCING OF THE UNDERTAKING; OR

10 (2) THE NUMBER OF RENTAL UNITS CHOSEN BY THE SPONSOR TO 11 SATISFY FEDERAL OCCUPANCY REQUIREMENTS, IF THE PROJECT RECEIVES 12 FEDERAL LOW-INCOME HOUSING TAX CREDITS OR IS FINANCED IN PART WITH 13 GOVERNMENT-ISSUED, FEDERALLY TAX-EXEMPT REVENUE BONDS.

14 (C) RENTAL UNITS RESTRICTED FOR OCCUPANCY TO MEET OTHER 15 FEDERAL, STATE, OR LOCAL OCCUPANCY REQUIREMENTS MAY BE COUNTED 16 TOWARD THE MINIMUM NUMBER REQUIRED UNDER THIS SECTION.

17 (D) A RENTAL UNIT THAT CONTINUES TO MEET APPLICABLE FEDERAL 18 OCCUPANCY RESTRICTIONS UNDER SUBSECTION ~:)(:1)(11) (B)(2) OF THIS 19 SECTION SHALL BE DEEMED TO CONTINUE TO MEET THE APPLICABLE 20 RESTRICTIONS FOR PURPOSES OF THIS SUBTITLE.

21 (E) A PROJECT QUALIFIES AS A RENTAL HOUSING PROJECT UNDER 22 THIS SUBTITLE AND IS NOT SUBJECT TO THE INCOME RESTRICTIONS SPECIFIED 23 IN THIS SECTION IF IT WILL:

24 (I) EFFECT AN OFFICE OR OTHER COMMERCIAL SPACE 25 CONVERSION INTO MARKET RATE RENTAL HOUSING; AND

26 (2) PROVIDE SUBSTANTIAL ECONOMIC DEVELOPMENT TO A 27 SUSTAINABLE COMMUNITY AS DEFINED IN§ 6-30I OF THIS ARTICLE.

28 4-408.

29 (A) THE DEPARTMENT SHALL REVIEW APPLICATIONS FOR LOANS 30 SUBMITTED BY PRIVATE OR NONPROFIT SPONSORS, POLITICAL SUBDIVISIONS, 31 OR LOCAL HOUSING AUTHORITIES ESTABLISHED UNDER DIVISION II OF THIS 32 ARTICLE ON BEHALF OF SPONSORS OF PROPOSED RENTAL HOUSING PROJECTS. HOUSE BILL 453 11

1 (B) IN REVIEWING AN APPLICATION FOR A PROGRAM LOAN UNDER THIS 2 SUBTITLE, THE DEPARTMENT SHALL CONSIDER:

3 (1) THE EXTENT TO WHICH HOUSEHOLDS OF LIMITED INCOME 4 WILL BE ASSISTED BY THE PROPOSED PROJECT;

5 (2) THE NUMBER AND PERCENTAGE OF HOUSEHOLDS OF LIMITED 6 INCOME CURRENTLY LIVING IN THE COMMUNITY WHERE THE PROJECT IS 7 PROPOSED;

8 (3) THE QUANTITY, CONDITION, AND AFFORDABILITY OF 9 RESIDENTIAL PROPERTY IN THE COMMUNITY WHERE THE PROJECT IS 10 PROPOSED;

11 (4) THE ECONOMIC FEASIBILITY OF THE PROPOSED PROJECT;

12 (5) THE DEGREE OF LOCAL GOVERNMENT INCENTIVE AND 13 SUPPORT PROVIDED TO THE PROPOSED PROJECT, INCLUDING CONTRIBUTION 14 OF LAND, ABATEMENT OF TAXES OR FEES, DIRECT OR INDIRECT RENTAL 15 SUBSIDIES, AND GRANTS; AND

16 (6) ANY OTHER RELEVANT FACTORS.

17 4-409.

18 (A) MONEY IN THE FUND MAY BE USED TO MAKE LOANS TO AN 19 APPROVED APPLICANT TO:

20 (1) ACQUIRE, CONSTRUCT, OR REHABILITATE A RENTAL HOUSING 21 PROJECT;

22 (2) CONVERT AN EXISTING BUILDING OR BUILDINGS TO A RENTAL 23 HOUSING PROJECT; OR

24 (3) PROVIDE OPERATING ASSISTANCE TO REDUCE THE 25 OPERATING COSTS OF A PROJECT BY DEPOSITING THE PROCEEDS OF THE 26 PROGRAM LOAN IN AN INTEREST BEARING ACCOUNT THAT IS UNDER THE 27 CONTROL OF THE DEPARTMENT AND IS USED TO PAY THE OPERATING COSTS, 28 INCLUDING THE PRINCIPAL AND INTEREST WHEN DUE, ON ANY PRIOR 29 MORTGAGE LOAN SECURING THE PROJECT.

30 (B) A PROGRAM LOAN MAY: 12 HOUSE BILL 453

1 (1) BE SECURED BY A MORTGAGE LIEN;

2 (2) BE SUBORDINATE TO OTHER FINANCING;

3 (3) HAVE AN INTEREST RATE AS LOW AS ZERO PERCENT;

4 (4) BE PAYABLE OUT OF SURPLUS CASH;

5 (5) BE A DEFERRED PAYMENT LOAN;

6 (6) PROVIDE FOR AN EQUITY PARTICIPATION BY THE 7 DEPARTMENT OR CONTINGENT INTEREST PAYABLE OUT OF SURPLUS CASH OR 8 NET EQUITY; OR

9 (7) HAVE ANY OTHER TERMS THE DEPARTMENT MAY REQUIRE.

10 (C) TO FACILITATE REPAYMENT OF THE PROGRAM LOAN AND ACHIEVE 11 THE PURPOSES OF THE PROGRAM, THE DEPARTMENT MAY MODIFY:

12 (I) THE INTEREST RATE;

13 (2) THE TIME OR AMOUNT OF PAYMENT; OR

14 (3) ANY OTHER TERM OF THE PROGRAM LOAN.

15 4-4IO.

16 (A) IF A PROGRAM LOAN IS SECURED BY A MORTGAGE, THE 17 DEPARTMENTMAY:

18 (I) ENFORCE THE MORTGAGE;

19 (2) FORECLOSE ON THE MORTGAGE AND TAKE TITLE TO THE 20 MORTGAGED PROPERTY OR TAKE DEED IN LIEU OF FORECLOSURE;

21 (3) CONVEY TITLE TO A PURCHASER;

22 (4) OBTAIN AND ENFORCE A DEFICIENCY JUDGMENT;

23 (5) ALLOW ASSUMPTION OF THE MORTGAGE; AND

24 (6) CONTRACT WITH A PRIVATE MORTGAGE SERVICER TO 25 PERFORM ON BEHALF OF THE DEPARTMENT ANY FUNCTIONS A SERVICER 26 ORDINARILY PERFORMS. HOUSE BILL 453 13

1 (B) WITHOUT APPROVAL OR EXECUTION BY THE BOARD OF PUBLIC 2 WORKS, THE DEPARTMENT MAY:

3 (1) ASSIGN A MORTGAGE FOR VALUE; OR

4 (2) CONVEY PROPERTY AFTER ACQUISITION.

5 4-411.

6 (A) (1) A PERSON MAY NOT KNOWINGLY MAKE OR CAUSE TO BE MADE 7 A FALSE STATEMENT OR REPORT IN A DOCUMENT REQUIRED TO BE SUBMITTED 8 TO THE DEPARTMENT UNDER AN AGREEMENT RELATING TO A PROGRAM LOAN.

9 (2) A LOAN APPLICANT MAY NOT KNOWINGLY MAKE OR CAUSE A 10 FALSE STATEMENT OR REPORT TO BE MADE TO INFLUENCE THE ACTION OF THE 11 DEPARTMENT ON A PROGRAM LOAN APPLICATION OR TO INFLUENCE ACTION 12 OF THE DEPARTMENT AFFECTING A PROGRAM LOAN ALREADY MADE.

13 (B) A PERSON WHO VIOLATES THIS SECTION IS GUILTY OF A 14 MISDEMEANOR AND ON CONVICTION IS SUBJECT TO IMPRISONMENT NOT 15 EXCEEDING 5 YEARS OR A FINE NOT EXCEEDING $50,000 OR BOTH.

16 4-504.

17 (a) In this section, "Fund" means the Rental Housing [Programs] Fund.

18 (b) There is a Rental Housing [Programs] Fund.

19 (c) [(1)] The Department shall use the Fund to[:

20 (i)] operate, make loans, and pay expenses of the [Maryland] 21 RENTAL Housing [Rehabilitation] Program, including reserves for anticipated future 22 losses directly related to the [Maryland Housing Rehabilitation] RENTAL HOUSING 23 Program, as provided in the State budget[; and

24 (ii) operate, make loans, and pay expenses of the Rental 25 Housing Production Program].

26 ~ Tlte (!.:8RtiRistraiisa] Q~P!:H:tl'ltiEJt'l' sikaJl llSB Ute Flittli ta 27 B))B:t'&:te, ma:lie leB:RB, atul J18:Y BliJIBReee ef 1ih:e [~18erlrl :Rettt&l Ile\tsin~ Pre~8:Hl.

28 ~ #+ Tlte Es:'\liMiRiet•atisR] QJ!lPs:\1l'flti1~1N~ mag l!lBB t;:ke F1uui te 29 M8:}l8 @ieilttBti ~8:) MBRfi }€18:R8 te 8:fi)JP8: 88 8JiflliB8RtB fiB BR8:8}e 1:JltB 8fl}!lli:B8t\t8 t8 30 8!f:H!J:di:t·e, BBRBtfl:l@t, €1P l'Bh:a\)i}it&te e}fier}y PBRta} kBliBiR~ )!Jf8j88i8 81!' tB BBRVBrt BlliBtiiRft' 31 t'BRtal A€r.eteiBtJ te ellisrly t'BRtal ke\leiR~ Jlrejeete. 14 HOUSE BILL 453

1 2 iiR8:R8illtJ.

3 (d) The [Administration] DEPARTMENT shall administer the Fund EITHER 4 DIRECTLY OR THROUGH THE ADMINISTRATION.

5 (e) [(1)] The Fund consists of:

6 [(i)] (I) money appropriated by the State for [rental housing 7 programs, including the Elderly Rental Housing Program] THE RENTAL HOUSING 8 PROGRAM under § 4-402 of this title[, the Multifamily Rehabilitation Program under 9 § 4-906(b) of this title, the Nonprofit Rehabilitation Program under § 4-929 of this 10 title, and the Rental Housing Production Program under§ 4-1502 of this title];

11 [(ii)] (2) repayments and prepayments of loans made under 12 the [programs set forth in item (i) of this paragraph] RENTAL HOUSING PROGRAM 13 AND FROM LOAN PROGRAMS UNDER THIS TITLE THAT HAVE BEEN REPEALED;

14 [(iii)] (3) money appropriated under§ 4-501(c) of this subtitle;

15 [(iv)] (4) money transferred to the Fund in accordance with §§ 16 4-502(e), 4-503(d), and 4-505(h) of this subtitle and [§§ 3-203(i) and 6-310(g)] § 17 3 lJQ3 3-203(1) of this article;

18 (5) FUNDS RECEIVED BY THE DEPARTMENT OR THE 19 ADMINISTRATION FROM THE FEDERAL GOVERNMENT OR OTHER PUBLIC OR 20 PRIVATE SOURCES; and

21 [(v)] (6) investment earnings of the Fund.

22 [(2) The State, under§ 4-501(c) of this subtitle, may appropriate to the 23 Fund money received as repayment of principal or payment of interest on a loan made 24 by the Maryland Housing Rehabilitation Program.]

25 (f) (1) When the Department issues a binding commitment to make a 26 loan, the Department shall withdraw from the Fund an amount equal to the 27 commitment.

28 (2) Subject to § 7-209 of the State Finance and Procurement Article 29 and except as otherwise provided in the State budget, after the first 8 months of a 30 fiscal year the Department may transfer unencumbered money in the Fund to any 31 other fund established under this title.

32 4-901. HOUSE BILL 453 15

1 (a) In this subtitle the following words have the meanings indicated.

2 (b) "Cooperative housing corporation" has the meaning stated in § 5-6B-01 3 of the Corporations and Associations Article.

4 (c) "Cooperative interest" has the meanmg stated m § 5-6B-01 of the 5 Corporations and Associations Article.

6 (d) (1) "Family of limited income" means a family or individual whose 7 income does not exceed the limits that the Secretary establishes under § 4-915 of this 8 subtitle.

9 (2) "Family of limited income" includes a trust described in 42 U.S.C. § 10 1396p(d)(4), or a trust established for the benefit of an individual with a disability by 11 an individual other than the beneficiary and that is funded with assets that were 12 never owned or controlled by the beneficiary, if:

13 (i) the income of the trust does not exceed the upper mcome 14 limits established by the Secretary under§ 4-915 of this subtitle; and

15 (ii) the beneficiary of the trust is an individual who resides in 16 the residential building owned by the trust.

17 (e) "Local rehabilitation program" means a rehabilitation program that uses 18 Program loans and is administered by a political subdivision.

19 (f) "Member" has the meaning stated in § 5-6B-01 of the Corporations and 20 Associations Article.

21 (g) "Minimum livability code" means a regulation, statute, or ordinance that 22 establishes minimum property maintenance standards that the State or a political 23 subdivision adopts under § 12-203 of the Public Safety Article.

24 (h) "Nonprofit sponsor" means:

25 (1) a nonprofit organization;

26 (2) a political subdivision; or

27 (3) a limited partnership formed to undertake a rehabilitation project 28 that is eligible wholly or partly for federal programs or incentives[, including 29 low-income housing tax credits], if:

30 (i) each general partner 1s a nonprofit organization or a 31 political subdivision; or 16 HOUSE BILL 453

1 (ii) 1. each general partner is a wholly owned subsidiary of a 2 nonprofit organization or political subdivision; and

3 2. a nonprofit organization or political subdivision 4 manages the rehabilitation project or will receive net cash flow or the residual sale 5 proceeds on the sale of the rehabilitation project.

6 (i) "Program" means the Maryland Housing Rehabilitation Program.

7 (j) "Program loan" means a loan or grant under the Maryland Housing 8 Rehabilitation Program or a special loan program.

9 (K) "REGULAR REHABILITATION PROGRAM" MEANS THE PROGRAM 10 WHEN USED TO FUND A LOAN l"KQI'II FOR A SINGLE FAMILY PROJECT.

11 [(k)] (L) (1) "Rehabilitation project" means a project to repair, 12 reconstruct, renovate, redevelop, improve, modify, or add to a building for a purpose 13 listed in § 4-923 of this subtitle.

14 (2) "Rehabilitation project" includes providing utility submetering for 15 dwellings in a residential rental building.

16 ((l)] (M) "Special loan program" means:

17 (1) the Accessory, Shared, and Sheltered Housing Program;

18 (2) the Indoor Plumbing Program;

19 (3) the Lead Paint Abatement Program;

20 (4) the Migratory Worker Housing Program;

21 (5) the Radon and Asbestos Abatement Pilot Program; and

22 (6) the Accessible Homes for Senior Homeowners Grant Program.

23 (N) "SPECIAL REHABILITATION PROGRAM" MEANS THE PROGRAM 24 WHEN USED TO FUND A LOAN UNDER A SPECIAL LOAN PROGRAM.

25 ((m)] (0) "Sponsor" means an owner who receives a loan to rehabilitate a 26 building for residential rental purposes or nonresidential purposes.

27 4-903.

28 The General Assembly finds that: HOUSE BILL 453 17

1 (1) (i) many residents of the State live in dwellings that do not 2 conform to building, health, safety, fire, occupancy, or other codes and standards 3 applicable to housing;

4 (ii) many communities or political subdivisions in the State do 5 not have a minimum livability code; and

6 (iii) these conditions impede the development and maintenance 7 of healthy, safe, and viable communities;

8 (2) private sector financing IS often unavailable for rehabilitation 9 because:

10 (i) owner--occupants of housing in need of rehabilitation often 11 have low incomes; and

12 (ii) nonoccupant owners often mcur high risks in owmng and 13 managing the housing;

14 (3) rehabilitating suitable housing:

15 (i) increases the economic life of the housing;

16 (ii) is often more economical and less disruptive than replacing 17 the housing and relocating its occupants;

18 (iii) can better promote community development when it is done 19 through organized housing rehabilitation programs;

20 (iv) is essential for sound community development; and

21 (v) can be helped by rehabilitating commercial buildings serving 22 communities where housing rehabilitation is desirable;

23 (4) it is a proper public purpose for which public money may be spent 24 and property acquired to:

25 (i) rehabilitate housing;

26 (ii) develop healthful, safe, and viable communities;

27 (iii) rehabilitate commercial buildings to help rehabilitate and 28 develop housing; and

29 (iv) provide healthful and safe housing for migratory workers to 30 maintain and expand the agricultural activities that are dependent on the labor of 31 these workers; and 18 HOUSE BILL 453

1 (5) it is a proper public purpose for which public money may be spent 2 to:

3 (i) improve, modify, and add to housing to increase the supply 4 of special housing for special populations, such as elderly households, individuals with 5 disabilities, and other disadvantaged residents of the State;

6 (ii) prevent lead poisoning by modifying older housing to provide 7 a lead-safe environment, as lead paint in older housing is a major source of lead 8 poisoning in children;

9 (iii) provide adequate indoor plumbing, water supply, and 10 sewage disposal systems for dwellings; AND

11 [(iv) rehabilitate or acquire and rehabilitate large rental housing 12 facilities for low- and moderate-income individuals and keep those facilities in a 13 decent, safe, and sanitary condition; and]

14 [(v)] (IV) reduce or eliminate radon and asbestos, which are 15 major detriments to the health and safety of residents, on a pilot program basis.

16 4-905.

17 The Maryland Housing Rehabilitation Program includes:

18 (1) the Accessory, Shared, and Sheltered Housing Program;

19 (2) the Indoor Plumbing Program;

20 (3) the Migratory Worker Housing Program;

21 [(4) the Nonprofit Rehabilitation Program;]

22 [(5)] (4) the Radon and Asbestos Abatement Pilot Program; and

23 [(6)] (5) the Accessible Homes for Senior Homeowners Grant 24 Program.

25 4-906.

26 (a) (1) The Department shall operate the Program and make Program 27 loans.

28 (2) As much as possible, the Program shall be administered: HOUSE BILL 453 19

1 (i) in conjunction with federal programs assisting rehabilitation 2 of housing, to ensure maximum use of available federal money; and

3 (ii) consistently with locally approved plans or programs of 4 concentrated neighborhood revitalization.

5 (b) [(1) The Multifamily Rehabilitation Program consists of:

6 (i) Program loans made to rehabilitate or acquire and 7 rehabilitate buildings providing more than four dwellings or serving nonresidential 8 needs; and

9 (ii) Program loans to nonprofit sponsors under § 4-929 of this 10 subtitle.]

11 [(2)] (1) Except for Program loans made under a special loan 12 program, the Regular Rehabilitation Program consists of Program loans to rehabilitate 13 residential buildings providing four or fewer dwellings.

14 [(3)] (2) The Special Rehabilitation Program consists of Program 15 loans made under a special loan program.

16 4-907.

17 (a) The Regular Rehabilitation Program and the Special Rehabilitation 18 Program shall operate with money in the Special Loan Programs Fund and other 19 money available to the Department for these programs.

20 (b) [(1)] If the applications that qualify for a Program loan under the 21 Regular Rehabilitation Program or a special loan program do not commit all money 22 appropriated to that loan program within 6 months after the appropriation, the 23 Department may reallocate the remaining appropriated money to any other program 24 financed by the Special Loan Programs Fund.

25 [(2) In like circumstances, the Department may reallocate money 26 appropriated to the Nonprofit Rehabilitation Program or the Multifamily 27 Rehabilitation Program to any other program financed by the Rental Housing 28 Programs Fund.]

29 4-918.

30 (a) (1) When the Department makes a Program loan to finance a 31 residential rehabilitation project, the sponsor or nonprofit sponsor shall restrict some 32 dwellings for occupancy by families of limited income for at least the greater of 15 33 years and the number of years required by federal law. 20 HOUSE BILL 453

1 (2) The number of dwellings restricted under paragraph (1) of this 2 subsection shall be at least the greater of:

3 (i) the number that bears the same ratio to the total number of 4 dwellings in the project as the amount the Program loan bears to the total financing of 5 the undertaking; AND

6 [(ii) the number of dwellings chosen by the sponsor to satisfy 7 federal occupancy requirements if the residential rehabilitation project receives an 8 allocation of federal low-income housing tax credits; and]

9 [(iii)) (II) the number of dwellings required for a community 10 development project under§ 4-217(b)(1)(ii) of this title or the number of dwellings that 11 the issuer of the bonds chooses, whichever is greater, if a portion of the costs of the 12 residential rehabilitation project is financed by government-issued, federally 13 tax-exempt revenue bonds.

14 (b) Dwellings restricted for occupancy to meet other federal or State 15 occupancy requirements may be counted toward the number required under 16 subsection (a) of this section.

17 [(c) As a condition to certain types of Program loans, the Department may 18 require the political subdivision where a rehabilitation project is located to make a 19 contribution to the project.]

20 4-921.

21 [(a) Rehabilitation loans under the Multifamily Rehabilitation Program and 22 nonprofit rehabilitation loans shall be financed by the Rental Housing Programs 23 Fund.

24 (b)] Rehabilitation loans under the Regular Rehabilitation Program and 25 special loan programs shall be financed by the Special Loan Programs Fund.

26 4-923.

27 (a) The purpose of a rehabilitation project is:

28 (1) to bring a building to a decent, safe, and sanitary condition in 29 accordance with applicable codes and standards, including those for construction, 30 health, safety, fire, and occupancy;

31 (2) to maintain the building in that condition;

32 (3) to make the building more useful and attractive;

... -·---··------HOUSE BILL 453 21

1 (4) to conform the building to the appropriate mm1mum livability 2 code;

3 [(5) to acquire a building containing more than four dwelling units for 4 the purposes set forth in items (1) through (4) of this subsection;]

5 [(6)] (5) to provide, under applicable special loan programs:

6 (i) lead paint abatement;

7 (ii) indoor plumbing; or

8 (iii) shared, accessory, or sheltered housing;

9 [(7)] (6) in the case of a loan or grant to an elderly household or a 10 disabled homeowner, to modify or improve a dwelling to make it more accessible or 11 functional for the occupants, if the building is, or after improvements will be, 12 structurally sound and free of health and safety hazards; or

13 [(8)] (7) to provide, under applicable special loan pilot programs, 14 radon abatement or asbestos abatement.

15 (b) (1) The applicable codes and standards under subsection (a)(1) of this 16 section are:

17 (i) those in force in the political subdivision where the building 18 is located; or

19 (ii) those that the Department sets by regulation for that 20 political subdivision solely for purposes of this subtitle, if the political subdivision 21 lacks codes and standards that the Secretary considers sufficient to promote the 22 objectives of this subtitle.

23 (2) With the approval of the local enforcement authority, the Secretary 24 may allow exceptions to a code or standard to preserve the historic or architectural 25 value of a building undergoing rehabilitation under this subtitle.

26 4-1205.

27 (a) The Department shall:

28 (1) administer the Program;

29 (2) adopt policies and procedures that encourage partnership rental 30 housing throughout the State; and 22 HOUSE BILL 453

1 (3) adopt regulations to carry out the Program, including regulations 2 that specify criteria for local contributions to the cost of partnership projects 3 undertaken by a political subdivision or housing authority.

4 (b) The Department may establish:

5 (1) maximum limits for financing that it will provide to:

6 (i) individual partnership rental housing units;

7 (ii) any one partnership project; or

8 (iii) any political subdivision or housing authority;

9 (2) a process for approving financing for partnership projects that 10 encourages a broad geographic distribution of money; and

11 (3) the time that a household may occupy the partnership rental 12 housing after the annual income of the household exceeds the continuing occupancy 13 income limits for households oflower income.

14 (C) IN ADMINISTERING THE PROGRAM, THE DEPARTMENT MAY MAKE 15 LOANS EITHER DIRECTLY OR THROUGH THE ADMINISTRATION.

16 4-1207.

17 (a) Except as provided in subsection (c) of this section, the Department may 18 approve an application for a proposed partnership project only if:

19 (1) the application is authorized by the chief elected official of the 20 political subdivision or, if there is no chief elected official, by the governing body of the 21 political subdivision in which the project is located;

22 (2) the political subdivision or housing authority:

23 (i) contributes from nonstate sources the land for the 24 partnership rental housing;

25 (ii) funds the part of the acquisition cost of the property that is 26 attributable to the value of the land; or

27 (iii) makes a contribution under § 4-1208(d)(2) of this subtitle 28 that equals or exceeds the value of the land;

29 (3) the political subdivision or housing authority is to have an 30 ownership interest in the partnership project or in the rental units financed by the HOUSE BILL 453 23

1 Program and sold to the political subdivision or housing authority or to a partnership 2 that includes the political subdivision or housing authority;

3 ( 4) the political subdivision or housing authority directly or indirectly 4 manages the partnership project;

5 (5) the rental units financed by the Program are to be occupied on 6 completion of the acquisition, construction, reconstruction, renovation, or 7 rehabilitation by households of lower income;

8 (6) UNLESS PROHIBITED BY ANY APPLICABLE FEDERAL 9 REQUIREMENT, the households of lower income occupying the partnership project or 10 the part financed by the Program are required to contribute services to enhance or 11 maintain the partnership project or the community in a way that the political 12 subdivision or housing authority accepts; and

13 (7) it is reasonable to anticipate that:

14 (i) more State subsidies will not be needed for long-term 15 occupancy by households of lower income; and

16 (ii) rental income, including any contribution to allow for more 17 affordable rents under § 4-1208(d) of this subtitle, will be enough to pay the operating 18 costs of the partnership project and to build an adequate reserve for the long-term 19 maintenance and renovation of the partnership project.

20 (b) The rental units financed by the Program may include, as among those 21 that must be occupied by households of lower income, rental units restricted for 22 occupancy to meet other federal or State occupancy requirements.

23 (c) The Department may approve the use of partnership rental housing 24 funds for a unit of partnership rental housing that [is not owned in whole or in part by 25 a political subdivision or housing authority] DOES NOT COMPLY WITH EACH 26 REQUIREMENT SET FORTH IN SUBSECTION (A) OF THIS SECTION if:

27 (1) the unit will be occupied by a household of lower mcome that 28 includes one or more individuals with disabilities or special needs; and

29 (2) the project in which the unit is located complies with the 30 requirements of the other State housing programs financing the projectf, if anyT 31 I including requirements for local support or local contribution].

32 4-1208. 24 HOUSE BILL 453

1 (a) A political subdivision [or], housing authority, OR OTHER ELIGIBLE 2 BORROWER may participate in the Program and do all things necessary or convenient 3 to its participation, including:

. . 4 (1) developing, acquiring, 1mprovmg, owmng, operating, and 5 managing rental housing;

6 (2) borrowing money; and

7 (3) mortgaging, pledging, and granting a security interest in real or 8 personal property related to a particular partnership project.

9 (b) [The] EXCEPT AS PROVIDED IN SUBSECTION (G) OF THIS SECTION, 10 THE Department may not require a [political subdivision or housing authority] 11 BORROWER to repay money made available under the Program, unless the [political 12 subdivision or housing authority] BORROWER:

13 (1) sells the partnership project; or

14 (2) fails to operate the partnership project for the benefit of 15 households of lower income in accordance with agreements between the Department 16 and the political subdivision or housing authority.

17 (c) The Department shall secure the obligations of the [political subdivision, 18 housing authority, or private sector entity] BORROWER by using a mortgage, deed of 19 trust, or other security device that the Department accepts on the property or on 20 revenues derived from the property.

21 (d) (1) To allow for more affordable rents, a political subdivision or 22 housing authority may contribute local money, including locally administered federal 23 money or federal rental assistance.

24 (2) The contributions of political subdivisions or housing authorities 25 under§ 4-1207(a)(2)(iii) of this subtitle may include the costs of:

26 (i) necessary studies, surveys, tests, plans, and specifications;

27 (ii) architectural, design, engmeermg, and other special 28 serv1ces;

29 (iii) site preparation;

30 (iv) indemnity and surety bonds and premmms on title and 31 hazardinsurance;and

32 (v) other costs of development. HOUSE BILL 453 25

1 (e) To participate in the Program and to receive loans, a political subdivision 2 or housing authority may not be required to pledge its full faith and credit.

3 (f) For rental housing financed from the Fund and owned or managed by a 4 housing authority, this subtitle supersedes:

5 (1) §§ 12-401, 12-402, and 12-405 of this article; and

6 (2) all other restrictions on tenant income under Division II of this 7 article.

8 (G) IF NECESSARY TO COMPLY WITH, OR RECEIVE THE BENEFIT OF, 9 FEDERAL OR OTHER FINANCIAL ASSISTANCE, FUNDS PROVIDED UNDER THE 10 PROGRAM MAY BE MADE AVAILABLE AS A DEFERRED PAYMENT LOAN 11 REPAYABLE ON THE LATER OF:

12 (1) THE OCCURRENCE OF ONE OF THE EVENTS SET FORTH IN 13 SUBSECTION (B) OF THIS SECTION; OR

14 (2) A MATURITY DATE SET BY THE DEPARTMENT.

15 SECTION 3. AND BE IT FURTHER ENACTED, That this Act shall take effect 16 July 1, 2014.

Approved:

Governor.

Speaker of the House of Delegates.

President of the Senate. Senior Citizen Rental Assistance Report

APPENDIX VI

STRATEGIC REGIONAL PLANNING DISCUSSION ON AFFORDABLE HOUSING washrngton • ~11~£ ussoclation ot grant makers 1 r nterpnse '.;! 'RC!'DUTANWP>I"'I

Thursday, June 5, 2014 12:00pm- 2:00pm

Agenda

Welcome & Event Overview David Bowers Enterprise Community Partners

Presentation: The Size and Shape of the Washington Region's Affordable Housing Challenge David Verse I Center for Regional Analysis

Brief Review of Draft Paper Diana Meyer Citi Community Development

Discussion Facilitated by: Marisa Gaither Flowers Green Door Advisors, LLC

Next Steps Diana Meyer Citi Community Development

Paul DesJardin Metropolitan Washington Council of Governments

Closing Tamara Copeland Washington Regional Association of Grantmokers

Chuck Bean Metropolitan Washington Council of Governments Today's Participants

2030 Group: Robert E. Buchanan Coalition for Nonprofit Housing and Economic Development: Bob Pohlman The Community Foundation for the National Capital Region: Terri Lee Freeman Federal City Council: Josh Bernstein Housing Association of Nonprofit Developers (HAND): Heather Raspberry Housing Communications Action Network: Craig Pascal Kettler: Robert C. Kettler Metro Bankers Group: Stephen Briggs Metropolitan Washington Council of Governments' Housing Directors Committee: Jesse Buggs Northern VIrginia Affordable Housing Alliance: Michelle Kroeker United Way of the National Capital Area: Rosie Allen-Herring Urban Land Institute: Lisa Rother

Today's Hosts

Citl Community Development: Diana Meyer Enterprise Community Partners: David Bowers Leadership Greater Washington: Timothy Q. Kime, Jr. Metropolitan Washington Council of Governments: Chuck Bean and Paul DesJardin Washington Regional Association of Grantmakers: Tamara Copeland, Gretchen Greiner-Lott, and Rebekah Seder

Special Thanks

Marlsa Gaither Flowers Green Door Advisors, LLC

Peggy Sand Creative Consulting, LLC

David Verse! Center for Regional Analysis \ washington r association of grantmakers

Affordable Housing Critical to Region to Enable Future Economic Growth

"Four years after the recession's official end, it is clear that the real, durable reshaping (of the economy) is being led by networks of city and metropolitan leaders-mayors ond other local elected officials, for sure, but also heads of companies, universities, medial campuses, metropolitan business associations, labor unions, civic organizations, environmental groups, cultural institutions, and philanthropies ...... They are ..... deliberately building on their special assets, attributes, and advantages, using business planning techniques honed in the private sector. They are remaking their urban and suburban places as livable, quality, affordable sustainable communities and offering more residential, transport, and work options to firms and families alike. And they are doing all these things through coinvent/on and coproduction."

From The Metropolitan Revolution: How Cities and Metros are Fixing Our Broken Politics and Fragile Economy by Bruce Katz and Jennifer Bradley of the Center for Metropolitan Policy at the Brookings Institution, 2013.

There is a growing consensus that the economic future and quality of life in the Greater Washington region depends on having an adequate mix of housing types, at11 range of price levels, near employment centers. While this consensus is a good starting point, we still need a road map for increasing the supply of affordable housing. New rental housing is largely targeting upper income people, which is why we have the ninth most expensive rental housing market in the nation, according to the Center for Housing Policv'. Without intentional, collaborative regional action, affordable housing will be unavailable for new workers, who are largely expected to earn moderate to low incomes (80% or below of area median income or $84,720).

What is Affordable Housing? At the micro level, the type and price level of housing needed depends on individual households' preferences, income, and size. It is impossible, however, to have a public policy discussion based on the needs of individual regional households. For this reason, we will consider housing to be affordable if a household earning up to 80% of Area Median Income (AMI) can afford to live in it without spending more than 30% of their income. Eighty percent of the 2013 area Federal Financial Institution Examination Council median income ($105,900) for the Greater Washington region is $84,720. A household earning $84,720 can typically afford a monthly rent (including utilities) of $2,118. (Please note that HUD uses a different definition of the region and has a slightly higher figure for 80% of AMI, $85,840.)

1 http://www. nh c.orgjmedia/files/Most_to _Least_ Expensive_Rental.pdf Page 11 This paper briefly synthesizes existing data to help facilitate a discussion among a broad group of local and regional housing stakeholders about the gaps in the region's housing supply and the way that our housing supply may stymy our future growth. We are focusing on rental housing because the initial costs and challenges are much lower for renters than for buyers, the demand for rental housing is increasing, and rental housing is built at higher density. We hope that the information here can lay a foundation for a creative discussion about housing finance, zoning, regulations, subsidy, and consumer preferences, issues that intertwine with the affordable housing supply discussion, to develop a coordinated and collaborative regional agenda.

What Does the Data Tell Us About the Need for Affordable Housing for the Future?

More Affordable Housing is Essential for Sustained Economic Growth Gone are the days when the Greater Washington region's economic growth was driven primarily by growth in the government sector with high paying, stable jobs. Now the region has relatively higher concentrations of jobs paying either high or low wages but not middle-level wages. These disparities in wage levels were exacerbated during the recent recession and recovery. According to George Mason University's Center for Regional Analysis', lower-wage occupations gained back nearly three times the jobs they lost during the recession. Mid-wage occupations had the weakest recovery, gaining back less than half the jobs lost during the recession.

The Greater Washington region is expected to add 857,334 net new jobs between 2012 and 2032, only 1.3% of which are expected to be in the government sector. Unfortunately, most of our region's new workforce is expected to earn less than 80% of area median income. Given the current and projected cost and supply of housing, these workers will have trouble finding housing they can afford without having to pay excessive amounts; overspending on housing limits expenditures for other goods and services in the local economy. The Center for Regional Analysis predicts that our future job growth 3 through 2032 will be primarily in the following five professional areas :

1) Professional and Technical Services and Management, a sector that includes low-wage as well as higher paying jobs- 401,804 net new jobs, accounting for close to half of our growth, with an expected median wage of $81,500 2) Administrative and waste services -139,082 net new jobs with an expected median wage of $29,500 3) Construction, Natural Resources, and Mining- 95,024 net new jobs with an expected median wage of $36,700 4) Health Services- 71,277 net new jobs with an expected median wage of $39,500 5) Leisure and Hospitality- 45,926 net new jobs with an expected median wage of $18,300

A combination of lower wages and evolving consumer preferences means that the future workforce is more likely to be housed in rental housing than the current workforce. The Center expects 56.2% of the net new residents to be renters. Based on the areas with the greatest expected job growth, the greatest need for rental housing for these workers is expected to be in Northern Virginia, especially in Fairfax and Loudoun counties.

2 http:/I cra.gmu. edu/pdfs/studies _reports _presentations/Lower_ Wage _Recovery _103013.pdf 3 http://cra.gmu. edu/pdfs/stud ies _reports _presentations/Housing_the _Regions _Future_ Workforce _2012. pdf Page I 2 Is Our Region Producing Affordable Housing? Increases in housing costs have eclipsed increases in wages for the past 40 years, as is dramatically illustrated in the following chart. 4

Growth In Income versua Hou11n1 Costa Percentll.. lncre.se 1970 - 2010 WMII"•Oft llllltf'o(llll .... AtM "''"

GrosRent

So urc~J: ACS 2mo 1-vr Estimlte. HUO sex:. OS. O!:nsus.

The dramatic rise in rental and for sale housing costs means that low- and moderate-wage workers have a harder and harder time getting by. In 2000, approximately 21% of renters with household incomes between $35,000 and $49,999 paid more than 30% of their income on rent, a level considered cost­ burdened. From 2009 to 2011, the share of cost burdened renters, at the same household income level, had more than tripled to 72%, according to the Center for Regional Analysis.' Moderate-wage workers are also struggling. The Center indicates that the share of cost-burdened renters with household incomes between $50,000 and $74,999 grew from 7% in 2000 to more than 40% from 2009 to 2011.

The Existing Affordable Housing Supply Is Shrinking Discussions about affordable housing often focus on building new homes. According to the National Housing Trust." our nation builds approximately 100,000 affordable apartments each year. That sounds like progress, but for every new affordable apartment created, two are lost because they are no longer habitable or are converted to more expensive housing. Furthermore, in regions with high land costs, like this one, building new affordable housing usually costs twice as much as the cost of preserving existing housing.

This is not a hypothetical issue for our region. The region has more than 11,000 privately owned and federally subsidized affordable rental housing units with contracts due to expire between now and 7 2018 • Equally concerning are the threats to the region's supply of market rate affordable housing, housing that does not receive subsidy but still has affordable rents.

In the District, the affordable housing rental supply is shrinking at an alarming rate. A 2012 D.C. Fiscal Policy Institute report' found that the District lost half of its units renting for $750 a month or less between 2000 and 2010. The threats to the existing affordable rental supply are not limited to the

4 Greater Greater Washington Blog Post by Center for Regional Analysis 5 http:/I era .gmu.edu/pdfs/CRA_census _report_ serles/CRA_Census_ Series_ H ousini!....Affordability.pdf 6 http://nhtinc.org/why _preserve_affordable_homes. php 7 Analysis of National Housing Trust Data ' Page I 3 District. A studv' by the Northern Virginia Affordable Housing Alliance looked at three Northern Virginia neighborhoods with tens of thousands of affordable homes whose continued affordability are threatened by imminent redevelopment. The Alliance found that 46% of the housing affordable to households at 80% AMI ($84,720) or below did not have any use restrictions limiting the rent levels, meaning that the owners can easily raise the rents. Moreover, multifamily housing developers are redeveloping these properties at alarming speed, removing additional affordable housing from the already short supply.

According to Robert Hickey of the Center for Housing Policy: "We are seeing a major demographic convergence on the rental market. Demand is fueled by an exploding population of 20- to 30-year-old millennials looking to rent their first homes, baby­ boomer retirees choosing to downsize to apartments, former homeowners exiting foreclosure, and would-be homeowners who can't access mortgages in the tightened credit market. Everyone is eyeing the same locations: cities, transit-friendly suburbs, and town centers that are walkable and close to jobs."

Not Everyone Wants a Single Family Detached House... Or Can Afford One Economic realities, shifts in generational housing preferences, as well as new skepticism about the benefits of homeownership after the foreclosure crisis, have led to a growth in the number of national and regional households indicating a preference for rental housing. According to the Joint Center for 10 Housing Studies , the number of the nation's renters surged by 5.1 million in the 2000s, the largest decade-long increase since World War II.

In our region, multifamily rental housing has typically been concentrated inside the beltway. Data11 from the Center for Regional Analysis indicate that demand has increased for higher density rental housing and condominiums in transit corridors and new city centers. Future housing development needs to account for these new preferences. Based on this information, the Center recommends that 37% of the region's new housing units be apartments or condominiums. Furthermore, the Metropolitan Washington Council of Governments set a vision for the region in Region Forward22 with the goal that beginning in 2012, at least 80% of new or preserved affordable units will be located in Regional Activity Centers, which are targeted for half of the region's population growth and 75% of the region's jobs.

All Hands on Deck The alignment of regional government, business, philanthropy, and environmental advocates behind the need for a more diverse housing stock, including increased density and affordable housing near transit, is encouraging. The next step is to develop a set of specific regional strategies to address the looming crisis. Our region can learn from collaborations between the public, nonprofit, and business sectors in communities around the U.S., but we also can more fully engage with the work that is already underway in our region.

The progress our region has made, particularly the growing demand for and acceptance of high density rental housing, is due, in part, to leadership provided by the following entities who are working across

9 http://www.dcfpi.org/ disappearing-act -affordable-housing-in-dc-is-vanishing-amid-sharply-rising-housing­ costswww.caninitiative.org/wp-content/upioads/nvahOOlpreservtstudyweb.pdf 10 http://www.jchs.harvard.edu/sites/jchs.harvard.edu/fiies/son2012.pdf 11 http://cra.gmu .edu/pdfs/studies_reports _presentations/Housing_the_ Regions _Future_ Workforce_2012. pdf 12 http://www.mwcog.org/store/item.asp ?PUBLICA TION_ID=368 Page 14 jurisdictions and sectors to build support for a diverse regional housing stock that includes affordable housing near job centers:

• The Region Forward Coalition13 of the Metropolitan Washington Council of Governments is made up of regional leaders from multiple sectors working collaboratively to strengthen the region's economy and quality of life. The Coalition meets quarterly. Region Forward has established the following housing goals: seek a variety of housing types and choices in diverse, vibrant, safe, healthy, and sustainable neighborhoods, affordable to persons at all income levels AND to make the production, preservation, and distribution of affordable housing a priority throughout the region. • The 2030 Group14is an organization of Washington Metropolitan area business leaders focused on advancing regional long range decision making and solutions that enable a strong regional economy, strengthen continued employment opportunities, sustain economic development, and ensure high quality of life for current and future residents. Affordable housing is one of their priorities. 15 • Housing CAN 16is a regional communications campaign focused on raising the visibility of the need for housing affordability among key audiences, such as the business community and policy-makers. • The Affordable Housing Action Team" of the Washington Regional Association of Grantmakers works to help educate and engage regional philanthropic organizations around the issue of affordable housing, identify solutions, and to convene regional affordable housing stakeholders to address the growing shortage of affordable housing.

13 http://www .regionforw ard .o rg.php53-4.dfwl-2. websitetestl ink. com/coalition- 3/work 14 http://the2030group.com/ 15 http ://the2030group.com/category/housing 16 http://www.caninitiative.org/ 17 https://www. washingtongrantmakers.orgfhousing Page I 5 The Lower-Wage Recovery in the Higher­ Wage Economy of the Washington DC Metropolitan Area

By

U>kesh Dani

Graduate Research Assistant

George Mason UniYersity

Center for Regional Analysis

October 2013

I r-: ' ' The Lower-Wage Recovery in the Higher-Wage Economy ofthe Washington DC Metropolitan Area

Working Paper 2013-07 by

Lokesh Dani Graduate Research Assistant

Executive Summary

This report analyzes the job loss and job growth trends in the Washington DC Metropolitan Area (WMA) during and after the Great Recession. The analysis finds that:

• During the recession, job losses were concentrated in mid-wage occupations, but also occurred in lower-wage occupations. By contrast, higher-wage occupations did not register any net job losses, although they grew at a slower pace during the recession. • During the recovery, lower-wage occupations registered the largest employment increase, gaining back nearly three times the jobs they lost during the recession. Mid-wage occupations have shown the weakest recovery gaining back less than half the jobs they lost during the recession. • Lower-wage occupations were 32.9 percent of recession losses, but 49.8 percent of recovery growth. • Mid-wage occupations were 67.1 percent of recession losses, but 15.0 percent of recovery growth. • Higher-wage occupations grew by 2.0 percent through the recession and then by 4.2 percent in the recovery, and accounted for 35.2 percent of total recovery growth. • The WMA's sectoral mix contributed to an unbalanced recovery. • Nearly 60 percent of jobs lost during the recession were concentrated in three lower­ and mid-wage sectors of construction, retail trade, and administrative support services. • Approximately one-third of all job growth during the recovery was in just two higher­ wage sectors of professional and business services, and health care and social assistance. • The presence of the federal government proved a counter-weight to the recession favoring higher-wage occupations in the region. However, the expected decline in federal procurement may dampen job growth in higher-wage occupations. • The recession and recovery have contributed to a growing wage inequality in the WMA. • The recession disproportionately affected mid-wage jobs. • The recovery has remained concentrated in lower-wage occupations. • A near tripling of federal procurement in the WMA since 2000 has supported steady job growth for higher-wage occupations through 2010.

Page 1 However, as federal procurement and federal employment decline the WMA's heavy reliance on federal contracting may prove a liability for the region's higher-wage occupations. With the persisting weak recovery of mid-wage jobs and the potential decline in higher-wage employment, the coming decade may see the metro area economy undergoing a shift toward becoming an economy driven by lower­ wage job growth.

Comparative Wages: U.S. and WMA

The following section analyzes wage and employment trends in the WMA across 784 detailed 5-digit standard occupational codes (SOCs) and compares these trends to those of the U.S. national. For this purpose, three (approximately) equal groups, each representing a third of employment in the U.S. and the WMA, were identified for 2008 and tracked for the years following and preceding the recession.

Table 1 Wage Categories by Median Hourly Earnings

Lower-Wage Mid-Wage Higher-Wage

u.s. $7.70 - $13.42 $13.43-$21.75 $21.76- $94.31

WMA $8.42- $17.84 $17.85- $34.55 $34.56-$119.14 \;;,urtt;: (O!Hpd<·d !rom QU·:Vv Emnioy(~es & .C.dt-Ernp!uy{·d- F'd::.I 2t.il3.:~ CLJ.•,•; ol \.1.-orkcr ., '- ,·.11\ r.:·ln·;;, to \V;-lsldngto!l VC ,-\leti'OJHJlii:

Table 1 shows the wage categories determined for both the U.S. and the WMA. This method allows these wage categories to be compared in spite of differences in living standards between the U.S. and the WMA while maintaining the convenience of interpretation.

Figure 1 U.S. and WMA by Wage Categories from 2001·2018, indexed to 2008

us National WMA

<6%

'7. ' l)'X, "'· .:1-.,_~_.,.. __ .._._ ......

H1gher Wage ...... ,._Mid-W!Ige ---·lower W~ll"

-:~wrct•: (om piled from (.JLE\':/ E:1:ployees ,,. St·lf-Lwployced- Ei\1\r 2u13.:-1 Class of \-'.'ort;er ~ \"-.1/\ n•fer-.. to .\';hl1ih~:.·.on {:{, \h:!tcnoHtan ,\n~a

Page 2

------·------.. -· Figure 1 tracks the percent employment in the three wage categories from 2001 to 2018 (including 5- year projections from EMS!) for both the WMA and the U.S. while the differences are plotted in Figure 2. The differences represent the percent of higher-wage jobs in the WMA minus the percent of higher­ wage jobs (lower- and mid-wage jobs) in the U.S. for that year. The pattern is striking. It clearly shows the advantage the WMA has achieved through the recession in higher-wage jobs as compared to the nation.

Figure 2 Differe_n tilll!Jl!t\\'eell WMA <~.D.

1.00%

1 0.50% t -- - ' j I 0.00% I .I . I .- -0.50% 'rr .

-1.00%

-1.50% 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

J Lower Wage Ill Mid-Wage Higher-Wage

Figure 2 also shows that, based on equal wage categories determined for 2008, the WMA previously had a larger proportion of lower- and mid-wage jobs than the U.S. It also identifies a trend of increasing higher-wage jobs in the WMA as compared to the U.S. that parallels the increase in federal procurement in the WMA since 2000. The decline in federal procurement in the WMA in 2011 and 2012 is reflected in the decrease in the differential for higher-wage jobs in the region compared to the U.S.

The Lower-Wage Recovery

During the recession (2008 and 2009) job losses in the WMA occurred in lower- and mid-wage occupations but were concentrated in the mid-wage jobs. In contrast, higher-wage occupations grew at a slower pace during the recession but did not register any net job losses. During the recovery, from 2010 to 2013, lower-wage occupations have registered the largest employment gains followed by higher-wage occupations. Lower wage jobs have gained back nearly three times the jobs they lost during the recession. In comparison, mid-wage occupations have shown the weakest recovery, gaining back less than half the jobs they lost during the recession.

• Lower-wage occupations were 32.9 percent of recession losses, but 49.8 percent of recovery growth.

Page 3 • Mid-wage occupations were 67.1 percent of recession losses, but only 15.0 percent of recovery growth. • Higher-wage occupations grew by 2.0 percent through the recession and then gained 4.2 percent during the recovery, accounting for 35.2 percent of total recovery growth.

Figure 3 WMA Net Job Change by Wage Category for the Recession (2008-2009) and the Recovery (2010-2013)

Higher-Wage 1

Mid-Wage

Lower Wage

(60) (40) (20) 0 20 40 60 80 Thousands

!112008-2009 '2010-2013

~:,;!ln::e: CUJHpikd lrotn (}LE'.V EillfJioyees ,,, St:H-l.:npJoyt-~d- J ,t,JSI2013.:~ Cla.•,s of '.'.ind{f~t

,\(\!:\ r•::fl'P> {iJ ,\ra.•,tlLi;~ltH! [i( ·•Idropoiildn !ll'!~a

The net new job growth in the higher-wage category has been greater than that of the lower-wage occupations since 2008. From 2008 to 2013, higher-wage occupations added a net of 64,894 jobs to the regional economy while lower-wage occupations added a net of 40,572 jobs, and mid-wage occupations over this same period contracted by a net of 25,715 jobs. While this addition of net new jobs in the higher- and lower-wage categories brought total employment in the WMA to pre-recessionary levels as early as 2012, the underlying occupational mix of the metro area has changed.

Lower-wage occupations that contracted the most during the recession included retail salespersons, construction laborers, office clerks, janitors and cleaners, hand laborers and freight movers, and cashiers. Lower-wage occupations that added the most jobs during the recovery include food preparation workers, security guards, waiters and waitresses, personal care aides, and janitors and cleaners. Of the lower-wage occupations to shed the most jobs during the recession, only cashiers, and janitors and cleaners have gained more jobs in the recovery than were lost in the recession. Most other lower-wage job-gainers through the recovery registered net gains, or minimal losses, during the recession. These data demonstrate that the lower-wage occupations most affected by the recession did not rebound in the recovery; rather the lower-wage recovery in the WMA has been fueled by underlying shifts in the job mix within the regional economy.

Page 4

-----·---~------·--··· Table 2 WMA Lower-Wage Recession Losses and Recovery Gains Recession Losses 2008-2009 2010-2013 Retail Salespersons -5,840 1,119 Construction Laborers -2,479 1,452 Office Clerks, General -2,105 1,872 Janitors and Cleaners ·1,516 3,249 Hand Laborers & Freight Movers -1,477 -8 Cashiers ·1,373 2,067 Stock Clerks and Order Fillers ·1,050 386

Recove!:! Gains 2008-2009 2010·2013 Food Prep & Serving Workers -388 8,024 Security Guards 294 4,962 Waiters and Waitresses ·519 3,574 Personal Care Aides 1.463 3,411 janitors and Cleaners -1,516 3,249 Cooks, Restaurant -145 2,071 Cashiers -1,373 2,067 'iource: ConlpiL·d rr~Hn QCL\.V Employees;~<. :~df-Empioyed- J· .. '-1\f 20 13.] CLlss ol Vvnrk>:r , ;j\ rt:il'fS to \Vas!iin;~ton DC :··.fetropoliian /;.rea

The Decline in Mid-Wage Occupations

Mid-wage occupations did not experience a strong recovery and have only regained less than one-half of jobs lost during the recession. The mid-wage occupations hit the hardest by the recession include carpenters, secretaries and administrative assistants, first-line supervisors of construction, customer service representatives, and electricians (Table 3).

The mid-wage occupations that added the most jobs in the recovery included market research analysts and marketing specialists, elementary school teachers, and heavy and tractor-trailer truck drivers. Of the mid-wage occupations to register the largest job losses during the recession, only heavy and tractor­ trailer truck drivers recovered the lost jobs in the recovery.

Most mid-wage occupations to gain jobs in the recovery were not among the most severely affected by the recession. The bookkeeping, accounting, and auditing clerk occupations, and the customer service representatives' occupations have had strong recoveries, but have not regained the number of jobs lost during the recession. As a result, recovery in the mid-wage jobs category remains weak and significantly lags behind pre-recession employment levels.

Page 5 Table 3 WMA Mid-Wage Recession Losses and Recovery Gains

Recession Losses 2008-2009 2010-2013 Carpenters -2,709 465 Secretaries and Administrative Assistants -1,865 96 First-Line Supervisors of Construction -1,640 412 Customer Service Representatives -1,626 706 Electricians -1,252 77 Bookkeeping, Accounting, and Auditing Clerks -1,199 954 Sales Representatives -1,128 205 Heavy and Tractor· Trailer Truck Drivers -1,063 1,113 First-Line Supervisors of Retail Sales Workers -1,006 178

Sales Re~resentatives, Services, All Other -854 134

Recove~ Gains 2008-2009 2010-2013 Market Research Analysts 245 2,638 Elementary School Teachers -91 1,603 Heavy and Tractor-Trailer Truck Drivers -1,063 1,113 Executive Secretaries & Administrative Assistants -517 1,070 Bookkeeping, Accounting, and Auditing Clerks -1,199 954 Maintenance and Repair Workers, General -628 881

Meeting, Convention, and Event Planners 103 864 First-Line Supervisors of Office & Admin -813 852 Middle School Teachers 6 748 Customer Service ReEresentatives -1,626 706 ~~rTe: CtJnlpiled fcon1 i[LL\V Employees & Sclf.-Fnqdnyed- EMS! 2013.] Ch'>" nt \V:;r\:.er <.'J:\11\ refers to Washington DC Mr~tropoHtan/\rea

Persistent Growth in Higher-Wage Occupations

Contrary to the trends in lower- and mid-wage occupations, the net number of jobs in higher-wage occupations in the WMA increased through both the recession and the recovery. The higher-wage occupations that grew the most during the recession include management analysts, business operations specialists, and all other managers. Similarly, the higher-wage occupations that contributed the most to the recovery included postsecondary teachers, accountants and auditors, systems software developers, management analysts, and applications software developers. However, the higher-wage occupations to add the most jobs across both the recession and the recovery are those that grew the most during both

Page 6 the periods, indicating that growth in these occupations represents a trend distinct from the effects of the recession (Figure 4).

Figure 4 Higher-Wage Occupations with the Biggest Growth th~oug_~!~~-~~~e_ssi()lland the R':~o~eri_

Management An a lysts ~'f~J'l(•~lllil•illl""fdllllllll•lllllll~llll!.ll!iPI!IIIMi!iiEIYI!Ii!l•

Business Operations Specialists, All Other l-:tlli~§!~id!.~~

Software Developers, Systems Software i-1-1-it-1"1;.¢1# 6iiflf,.._

Registered Nurses ~j:J;J\I'K'il!lllliiUIT?f""R

Postsecondary Teachers ~i:l&1f! ft

Managers, All Other },.~Jtf ' ll!lll

Accountants and Auditors 1-1'Jc!!!~dl'!l

Software Developers; Applications j.:~~~?fJ;~

Interpreters and Translators :5~:fj;J...:"}: ·-~

Computer Occupations, All Other l.:,l;!il'L2

Computer Systems Analysts l-"!:t.3!ll

0 10 20 30 40 50 60 Hundreds

·'omTc: Compik i f;-om QI:EW ~~mploy;:•(:':-. ,~ :;ci!-EHlployel! ~ i~i l:'ll2013.3 Ci

Federal Procurement and Higher-Wage Job Growth

Many characteristics of this unbalanced recovery may be explained by changes in the underlying sectoral mix of the WMA economy. Notably, the WMA's economy is closely tied to the federal government and federal spending in the region. Gains in federal employment boosted higher-wage jobs during the recession. Substantial increases in federal procurement outlays in the WMA have had an important long-term effect on the growth of higher-wage employment in the region.

Since 2000 spending on federal contracting has nearly tripled in the region, increasing from under $30 billion in 2000 and to $82.5 billion in 2010; federal procurement has now declined for three consecutive years. The number of higher-wage jobs in the region increased by 163,589 jobs from 2001 to 2013, more than the net increase in lower- and mid-wage jobs combined. However, as federal procurement has declined since 2010, as has the regional growth rate of higher-wage jobs, which decreased from 1.6

Page 7 percent in 2010 to 0.5 percent in 2013. A continued decline in federal procurement spending in the region is expected to have an ongoing negative effect on the region's economy.

The Unbalanced Recovery

Nearly 58 percent of the job losses during the recession occurred in three lower- and mid-wage sectors of construction; retail trade; and the administrative, support, waste management and remediation services. However, during the recovery, 26.7 percent of all job gains occurred in two higher-wage sectors of professional, scientific, and technical services; and the health care and social assistance sectors; and another 23 percent were concentrated in one lower-wage sector of accommodation and food services.

An analysis of the long-term trends of the region's sectors reveals these changes in job growth patterns. Two of the sectors with the largest recession losses; the administrative, support, waste management and remediation services; and, the retail trade sector, have experienced weak growth rates of eight percent and two percent, respectively, from 2001 to 2013. The third sector with large recession job losses- construction- has declined by six percent over the same period. In comparison, the higher-wage sectors of the professional, scientific, and technical services; and the health care and social assistance have grown by 27 percent and 32 percent, respectively, from 2001 to 2013. The lower-wage sector of accommodation and food services also grew by 30 percent over the same period. The recession and recovery amplified long-term trends in the sectoral shifts of the WMA economy.

F1nally, the presence of the federal government proved a counter-weight against the recession for higher-wage occupations in the region. The federal influence helped produce a sectoral shift towards the professional, scientific, and technical services; and the health care and social assistance sectors, that solidified higher-wage jobs in the regional economy. While the lower- and mid-wage sectors of construction, retail trade, and the administrative and support; and waste management and remedfation serv1ces will continue to grow, forecasts suggest that higher-wage jobs will remain a major source of growth in the WMA economy going forward. However, this strength could become a liability as federal spending for payroll and procurement peaked in 2010 and has s1nce been declining with its contribution to the regional economy expected to diminish further over the next few years.

In conclusion,

• The recession of 2008- 2009 exacerbated the deficit of mid-wage jobs in the WMA economy; • The recovery has not counteracted the recession but has instead favored long-term shifts in the underlying sectoral structure of the WMA economy; • Most of the occupations to lose jobs in the recession have not returned to pre-recession employment levels even though total employment in the WMA surpassed pre-recessionary levels in 2012; and, • Compared to 2008, the share of higher- and lower-wage occupations in the WMA has increased, while the share of mid-wage occupations declined. This trend toward growing inequality will continue into the near future.

Page 8 Senior Citizen Rental Assistance Report

APPENDIX VII

MEMO TO COUNCIL, FEBRUARY 7, 2014

21 CONFIDENTIAUDRAFT

MEMORANDUM

To: City Council

From: David J. Deutsch City Manager

Subject: Rent Stabilization for Seniors

Date: February 7, 2014

In 2013, the City received three requests for consideration to create a rent stabilization program for seniors. A summary of these requests is as follows:

Evergreen/Willows Taskforce- This group submitted a letter to City Council indicating that, "We would like to propose (for your consideration) rent or lease increases to match the yearly cost ofliving adjustment made by Social Security and that they not exceed a maximum of 2% a year."

Pin Oak Village- At your November 25'h City Council meeting, this group submitted a letter requesting, •·the Mayor and City Council consider placing our need for some type of rental assistance on its 2014 Agenda. If not rent stabilization, which might discourage further development, possibly some type of voucher program based on our incomes might be a good consideration."

American Senior/Disabled Citizens of Bowie/Prince George's County- A petition was submitted by this group, which requested the following:

"'Create funding tor a task force to research, investigate and provide suggestions/solutions based on their findings regarding the Need For Reactivation of Rent Control in Bowie/ Prince George's County, Maryland For Seniors/Disabled Citizens.

Examine the Landlord/Tenant Lease Agreements [for excessive rent increase in the Seniors/Disabled Citizen Apartment Complexes that exist in the Private Sector]

Create laws that stipulate that the perspective Realtor/Owner, who applies for a Licensing Permit to Operate a Senior/Disabled Apartment Complex, adhere to specific legislative requirements that protect perspective Senior/Disabled Renters, from excessive rent increases as determined by, THE BOWIE/PRINCE GEORGES COUNTY GOVERNING BODY."

There are currently five senior/age restricted facilities operating in the City as follows: ! Property Total Units Vacant %Vacant 2013 Rent 2013 Rent I Units Low High 1 Bowie 36 0 0 $150 $600 Commons Evergreen 110 0.91 $1,103 1,747 I Senior 11

Apartments ' I

Pin Oak I 220 3 1.36 $1,000 $1,300 ' I ' Village Senior ' ! Apartments I Somerset Park ! 60 $109,900 $109,900

Condominiums i : Willows i 78 3 3.85 $1,l85 $1,799

Senior I I Community i I i 504 7 I 1.39

Source: Bowie Planning Department as of 8-8-2013.

There are a number of questions that need to be considered in terms of examining this issue:

I. Should this be a rent control program or some type of tinancial assistance program given directly to program participants?

2. Should this be a program that has means test criteria in order to qualify for the benetits of any program established?

3. What is the age eligibility of any program established?

4. What should be the benetit level of the program and how would this be calculated?

5. From a fairness perspective, should any program established extend beyond just the facilities listed above?

6. What are the potential administrative costs of implementing this program?

7. What other programs currently exist that provide rental housing assistance to seniors?

Each of these questions will be explored below.

Should this be a rent control program or some type of financial assistance program given directly to program participants? On May 8, 2007 the Task Force to Study Rent Stabilization in Prince George's County was created by House Bill 627. The task force issued its report on November 1, 2007. This task force undertook a comprehensive evaluation of rent stabilization in Prince George's County. Regarding rent stabilization the report concluded that ··Experience has proven over and over again that rent control does not work. It does not solve the problem of housing shortages and rising costs."

Among the negatives cited in this report regarding rent stabilization programs were the following:

• Rent control promotes a reluctance of lending institutions to lend monies to those wishing to invest in rental housing

• Rent control stit1es new construction of rental housing, which may eventually meet or surpass present rental demand lowering rents

• Rent control lowers the rental property value, resulting in lower government revenues

• Rent control causes abandonment of rental properties, deferred maintenance, deterioration or conversion to condominiums

• Rent control is difficult and expensive to administer

• Rent control lowers the quality of housing

• Rent control drives out affordable housing

• Rent control creates a shortage of housing

The report suggested the following alternatives to rent stabilization:

• Subsidizing housing for those meeting means tested criteria.

• Offer direct financial assistance to needy renters. This "demand-side" strategy is already in place through proven Federal and state programs.

The City Attorney, in examining the issue of a rent control program, concluded the following: "a rent control ordinance is, in concept, a legitimate exercise of legislative power. However, a rent control ordinance will be deemed unconstitutional if it is arbitrary, discriminatory or demonstrably irrelevant to the policy that the legislature adopts. To that end, it cannot be overemphasized that it is insufficient merely to articulate a potentially proper purpose if there is not actual evidence that the condition that the ordinance is designed to prevent or alleviate in fact exists." Significant and expensive analysis would be necessary to provide justification for a rent control program. Such a program would be prone to potential legal challenges.

Sta!Iwould agree with the conclusion of the Rent Stabilization Task Force Study that a rent control program is not the proper method in which to address the needs of tinancially strapped seniors in coping with rent increases. Therefore, if Council chooses to implement some type of program that assists seniors in dealing with rent increases, stati would recommend the development of a financial assistance program that gives resources directly to eligible seniors to cope with rising rents.

Should this be a program that has means test criteria in order to gualifv?

Staff would argue that there should be means test criteria for participating in any kind of rental assistance program. The most commonly cited means test that staff could identify pertained to whether the renting household was paying 30 percent or more of income on rent. The Rent Stabilization Task Force Study indicated that, "A majority of renting senior heads of household is paying 30 percent or more of income on rent, but this seems to be the norm for seniors in the state and metropolitan area." Therefore, if this were the criterion used to establish eligibility for this program, many seniors would qualify for a program of this nature.

Another criteria used in some programs is having an income below a certain level. Council would need to determine how wide a net you wish to cast in terms of determining an appropriate income level.

One issue that will require further research is whether there are programs that people have already qualified for based on some type of means test criteria that could be used to establish eligibility for any program established by the City. If such a program could be identified, this would save on the administrative burden of having to qualify someone anew for the City program.

What is the age eligibility of any program established?

Some programs have established 62 as the age one must have attained in order to participate in a rent subsidy program. This is the age at which people are eligible to apply for social security benefits. Since each of the proposals presented to City Council requesting rental assistance have referenced social security benefits not keeping pace with rental increases, it seems logical to tie the age criterion somehow to social security eligibility.

What should be the bene lit level of the program and how would this be calculated?

As noted above, the proposals presented to the City cite social security benefits not keeping pace with rent increases as the reason for requesting rent assistance. It is hard to anticipate or know what potential rent increases may occur. Therefore, it is hard to know what future expenses could be for such a program. One possible way to examine this issue is to look at what the overall average rent payment is at the age restricted facilities and then calculate what a one percent payment, a two percent payment or a three percent payment would cost.

Units 2013• 2013 1% 2% 3% Average Average Payment Payment Payment Monthly Yearly ' Rent Rent 1 Bowie 36 $375 $4,500 $1,620 .. ' $3,240 $4,860 Commons i I i Evergreen i 110 $1,425 $17,100 $18,810 $37,620 I $56,430 Senior Apartments 1 Pin Oak 220 $1,150 $13,800 $30,360 $60,720 $74,520 i I Village I IS em. or I Apartments Willows ' 78 $1,492 $17,904 $13,962 $27,924 $41,886 Senior !' I Community I Potential $64,752 $129,504 $194,256 Cost to the i . City i

• Average rent was calculated by taking the low rent and the high rent and averaging them together. • • Payment is calculated as follows for Bowie Commons (36 units x $4,500 average yearly payment= $162,000 x l% = $1 ,620). Same methodology applies to other calculations.

The above chart presents a worst case scenario where everyone living in a senior facility would be eligible for rent relief from the City. If a means test criterion was established to determine eligibility for a program, which is what staff recommends, these numbers would reduce. For example, if only 25% of the seniors living in these facilities qualified the numbers would reduce as follows:

• l% subsidy at 25% participation rate equals $16,188 ($64,752 x 25%)

• 2% subsidy at 25% participation rate equals $32,376 ($129,504 x 25%)

• 3% subsidy at 25% participation rate equals $48,564 ($194,256 x 25%) To get some additional perspective as to what a simple program providing a one percent, two percent or three percent subsidy would provide on an individual level see the chart below.

2013 Average 1% of Rent on 2% of Rent on 3% of Rent on Yearly Rental a Per Unit Basis a Per Unit Basis a Per Unit Basis Bowie $4,500 $45 $90 . $135 , Commons i Evergreen $17,100 $171 1 $342 . $513 Senior i Apartments , Pin Oak Village $13,800 $138 $276 $414 Senior

I Apartments Willows Senior $17,904 $179 $358 $537 Community

As is evident in this chart, there is considerable variation in the impact of such a program where the more well off (those able to alford a higher rent) would receive a higher dollar benefit on a per unit basis. It may be better to consider a fixed payment per unit rather than one tied to current rent. A fixed payment per unit would tend to benefit those in need to a greater extent and would be easier to administer.

Staff would recommend that if Council establishes a program, that the benefit level be established in a way that a tixed determination establishes the parameters of the benefit payment. Tying benefits to an unknown, such as the potential future increase in rental fees at senior housing facilities, would create an open ended funding program that could vary significantly from year to year.

From a fairness perspective, should any program established extend beyond just the facilities listed above?

In the analysis of rent control provided by the City Attorney referenced earlier in this report, they touch on this issue as follows; "In devising any rent control program it will be important for the City to consider and be able to articulate why senior citizens who reside in senior housing facilities are impacted differently by the current economy (increase in the cost of food, gas, medicine, utilities, rent, etc.) than others, especially others who may have fixed incomes due to other reasons or who may not be receiving salary increase or bonuses due to the economy. Additionally, there are seniors who reside in other types of housing who pay rent, so part of the City's analysis should probably include why these seniors are not similarly impacted such that they should be covered by the rent control program as well."

Staff would argue that if the Council were to create a program for senior rent subsidies, that it be uniformly applied to all seniors throughout the City. This would expand the potential scope and cost for the program. However, from a fairness perspective, a senior living in a non-age restricted facility would face the same cost struggles as a senior living in an age-restricted facility.

It is hard to calculate exactly how this would impact the program. According to the 2012 American Community Survey, 12.7% of the population in Bowie is 62 or older. This represents approximately 7,000 people. The percent of those who are renting and who spend more than 30% of their income on rental costs, if that is the means test established, is hard to precisely determine.

What are the potential administrative costs of implementing this program?

ln establishing any program, the administrative costs to administer such a program needs to be considered. The City does not currently have existing staff dedicated to such a program. Therefore, existing sta!Twould either need to absorb the administration of this program into their existing responsibilities, or new staff would need to be added to administer this program.

As noted earlier, one of the keys to keeping administrative costs low would be to simplify as much as possible the way in which eligibility to participate is considered and benefit levels are established. A simple means test that is easily proven and calculated would greatly reduce the administrative burden on such a program.

It will not be possible to calculate administrative costs until the parameters of the program are better detined.

What other programs currently exist that provide rental housing assistance to seniors?

One of the conclusions of the Rent Stabilization Task Force Study was that there were existing programs in place that provided some assistance to seniors that were not being utilized. Since this study is now six years old, a more comprehensive analysis of current programs is warranted. If there are programs that currently exist and are not being utilized, bringing these programs to the attention of seniors may help to displace or supplement any program that the City establishes. Researching what programs may be available will require some staff time, but may provide significant benetits to seniors when communicated to them.

Senior Center Staff Perspective

The above memo was shared with sta!T of the Bowie Senior Center. They provided the following perspectives.

"To consider Rent stabilization for seniors in the city of Bowie, we must consider senior housing already in place in Bowie with housing from HUD (202C) to market value housing. We have a broad scale of housing to consider from the Commons to the Willows which makes it difficult to create a rent stabilization program for these communities. We think there could be more low income (HUD, 202C) housing available. At this time, in order to qualify seniors based on income and assets we think it would be difficult to determine eligibility, because information for each senior is so difficult to calculate. Because some seniors living in these communities are able to afford cost of living increases and some are not, it seems to be very unfair to have rent control across the board when all seniors might not truly need it."

Staff Recommendation

Staff recommends that if City Council wishes to establish a program to assist seniors in dealing with rent increases that exceed their social security benefit increase, that this program be a means based subsidy program applying to all seniors in the City who are 62 or older rather than a rent control program.

Staff will need further direction from Council in terms of how you wish to establish the parameters of this program in terms of:

• What type of means test should be applied to establish eligibility for this program?

• What type of benefits will the program offer?

• How much does Council wish to spend on this program?

Once these determinations are made, staff will better be able to determine administrative costs tor this program. Staff will also begin researching other programs that may be available to assist seniors. Senior Citizen Rental Assistance Report

APPENDIX VIII

FUNK & BOLTON MEMO, MARCH 28, 2012

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.\1EMORANDUM

TO: Bowie City Council

,J FROM: Elissa D. Levan, City Attorney(/~

DATE: \larch 28, 2012

RE: Rent Control for Senior Citizens

The City Council asked that we advise the City whether it could adopt rent control regulations that would apply solely to senior citizen housing. To that end, we have prepared this Memorandum as an overview of the issues relative to rent control programs. As is more fully set forth below, the establishment of a rent control program is not something to be pursued lightly. The purposes of the rent control program must be clearly articulated and studies must be conducted, the conclusions of which must support the purposes of the program. This would likely require that the City hire experts to conduct an appropriate study prior to fonnally stating the City's goals, which will be required in order to draft the Jppropriate ordinance. If the Council were to embark upon establishing such a rent control program, it should be mindful of the fact that if the program were challenged in Court, it might be held to a higher standard of review than the average rent control program for it involves a generally protected class. Upon review hereof, you may desire that we investigate turther particular aspects of the issue, which we will be glad to do.

The issue of rent control or a rent moratorium solely applicable to senior housing was presented to the Council by a resident. The resident stated that he is concerned that seniors residing in senior citizen housing are facing signiticant economic issues, because they are generally living on tixcd incomes in the face of ever increasing costs of Jiving (food, gas, medicine, etc.), especially rent. As is more fully explained below, the City, in the exercise of Bo\\

Rent control, also known as rent caps or rent stabilization, is a device that is used to ensure affordable housing. Its traditional purpose has been to protect tenams fi·om exorbitant rents. S..:e Tvlt:r ''· Cirv of" College Park. 415 Md. 475.3 A.3d 421 (2010). "One purpose of rent control is to protect persons with rdativdy fixed and limited incomes, consumers. wage earners ... ti·om undue impairment of their standard of living ... Bmde., ''· !Vi/lingham, 321 U.S. 503 ( 1944). It is dear that rent control is permitted under certain circumstances. llowever, rent control is not per se constitutional. See FCC l'. Florida Power Corp., 480 U.S. 2-<5 ( 1987); Pennell v. Citv o(San Jose, 485 U.S. I ( 1988). Rent control involves government regulation of private contracts, namely leases, as it dictates the maximum amount of rent one may charge for the rental of his/her property. " ... [S]tates have broad power to regulate housing conditions in general and the landlord-tenant relationship in particular without paying compensation for all economic injuries that such regulations entail."' Pennell, citing Loretto v. Teleprompter Manhattan CATV Corp. 458 U.S. 419 (1982). However. "[p]rice control is unconstitutional if it is arbitrary, discriminatory, or demonstrably irrelevant to the policy the legislature is free to adopt." Pennell, citing In re Permian Basin Area Rate Cases, 390 U.S. 747 ( l 'J68).2 Accordingly, the question is not whether the City can enact rent control provisions, but rather. how does it go about doing so.

"The validity of a rent control ordinance depends on the existence of conditions that justify the use of municipal police power to regulate price." 440 Company v. Borough o/Fort Lee, 950 F. Supp. 105 (D.D.N.J. 1996), citing Brunelli, 68 N.J. at 594. ·'[A]Ithough it is not necessary that a housing emergency exist to support the enactment of rent control ordinances, a problem must exist which could not be corrected in an unregulated market." !d. This is in keeping with the opinions of the Maryland courts. The Court of Appeals of Maryland, in addressing problems for which rent control has be~n held to be a rational legislative response, has stated that "[aj rent control program is designed to regulate the economy. stemming rnflation in rental housing where normal market factors are not operating to keep housing costs down." Tvler at 437. If the City desires to enact rent control provisions, it will have to establish a proper legislative record tor the ordinance-- that is, it will be required to compile data that supports the stated purposes of the provisions·', whatever those purposes may be (i.e ..

1 This :-,fated goal would requlre that the City establish ( 1) that rents are excessive in senior housmg facilities in the City of Bowie as compared to other ..,imilar housing in Prince George·s County and/or the Stare. {2) the rents :1re increa!l;ing in -.enior housing facilities at a greater rare than l)ther .~imilar facilities in the City, Prince George's County and/or the State, and (J) that e~tablbhing a cap on rem at senior housing facilities will still provide landlords a reasonable rare of rerum on tht'ir invesunents (allowing landlord the funds to perfonn capital improvemems ). 2 In Pl'lllll:'ll. the 3Sscmed purpose of the Rent Control Ordinance was to prc~cnt excessive and unreasonable rent mcrcao;;es caused hy 1he growing :-.hortagc of and increasing demand for housing in the City of San Jo:-oe caused by the growing !'hormge of and increasing demand tOr housing in the City of San Jose. It was undisputed rllat 1his is a legitimate exercise of the City's police power. · The stated purposes of the provio;ions will be set f011h in the ··whereas" clauses or recitals nftlle ordinance. Bowie City Council :V!arch 28, 2012 Page 3 the prevention of excessive 3nd unreasonable rent increases caused by a growing shortage of and increasing Jemand for senior housing in the City). It is not sufficient t(Jr a municipality to simply state that a certain purpose is proper; it must support those statements with actual ~vidence that the situation which the ordinance is designed to address exists. Mere

The Court of Appeals recently audressed the standard of review applied to rent control -:ases. It stated:

Where, as here, the legislative action at issue neither interferes with a timdamental t1 ght nor implicates a suspect classitication, the test for determining whether a statute violates the equal protection component of Arttde 24 is nearly identical to the due process examination. In such a case, we employ the least exacting and most deferential standard of constitutional review, namely. rational basis review, under which a legislative classitication will pass constitutional muster so long as it is rationally related to a legitimate govemmental interest. [citations omitted] In general we will uphold a statute subject to rational basis review against an equal protection challenge unless the varying treatment uf different groups or persons is so unrelated to the achievement of any combination of legitimate purposes that the court may ~onclude only that the governmental actions were arbitrary or irrational. [citation omitted] Tvler, at 499.

In Tvler, the ordinance did not intertere with a fundamental right nor did it implicate a suspect classilication. Because the proposal considered by Bowie would involve senior citizens. the question is whether a rent control ordinance solely affecting senior housing would implicate a suspect classification, thereby subjecting it to a higher standard of review. A survey of the relevant cases leads us to conclude that a rent control program such as that considered by the City would probably not be held to implicate a suspect classitication. (See 1/uffhwn ''· Toa·n of La Plata, 2005 U.S. Dist. LEX IS 801 R citing Gregory v. Ashcru{i, 501 U.S. 452. 470 (1991) holding that age is not a suspect classification under the Equal Protection Clause; .1ee a/so Kimelt•. Florida Bd. 0( Regents, 528 U.S. 62 (2000) stating that states may discriminate on the basis of age without offending the Fourteenth Amendment if the age dassitication in question is rationally related to a legitimate state interest.) Accordingly, since 11 does not interfere with a fundamental light, the ordinance would likely he subJect to a rational basis review.

Please note that our conclusion regarding the Equal Protection Clause is somewhat 'peculative, as the Courts have not addressed the question squarely, and that there is a risk of a determination that an ordinance discriminating on the basis of age would violate the Equal Protection Clause. We think this is unlikely because, in this instance, the ordinance would discriminate in favor of the potentially-protected class (the elderly), but is a risk that the Council must take into account in proceeding. Bowie City Council March n.2012 Page 4

It is important to recognize that the cou11s have generally held that a rent control scheme must guarantee a just and reasonable rate of return to landlords/lessors on their investments. Sec Pennt'/1; Richardson ,., Cirv and Cmmrv of Honolulu, 802 F. Supp. 326 (D.Ha. I 992). The Com1 in Birkcnfi!/d v. Citv o{Berkelev, I 7 Cal.3d 129, 165, 550 P2d 1001 I 1976), held that a rent control ordinance can be held unconstitutionally contiscatory if it is .1pparent on the face of the ordinance that its effect would be to lower rents more than is necessary for the stated legislative purpose or if it would preclude landlords from receiving a jUst and reasonable return on their property. A rent control ordinance must provide a mechanism for adjustment or review. Any rent adjustment process must not be unduly ,,nerous such that it subjects landlords to an arbitrary and unreasonably burdensome process.

CONCLUSION

.\s set t(>rth hereinabove, a rent wntrol ordinance is, in concept, a legitimate exercise ,,f legislative power. How

In devismg any rent control program it will be Important for the City to consider and be able to articulate why senior citizens who reside in senior housing facilities are impacted ditlerently by the current economy (increases in the cost of food, gas, medicine, utilities, rent, etc.) than others, especially others who may have tixed incomes due to other reasons or who may not be receiving salary increases or bonuses due to the economy. Additionally, there are senwrs who reside in other types of housing who pay rent. so part of the Citfs analysis should probably include why those seniors are not similarly impacted such that they should be covered by the rent control program as well. This will require some analysis, study and reports.

If the City desires to pursue this matter timher, we would be happy to provide you with additional instruction relative to any aspect of rent control programs with which you might be concerned.