Iowa's Outreach and Targeting Study
Entity
Iowa Department of Human Rights, Division of Community Action Agencies,
the LIHEAP grantee
Goal
In early 2000, as part of the Division's review of its
performance relative to outreach and targeting both statewide and
in individual service territories, the state hired Roger Colton,
of Fisher, Sheehan and Colton, Public Finance and General Economics,
to investigate mechanisms through which Iowa could seek to enroll
additional low-income households in LIHEAP, as well as to reach
certain sub-segments of the total population which the program had
chosen to target as high priority benefit recipients:
- the lowest income households;
- households with children age 6 or younger;
- households with elderly members (defined in Iowa as aged 60
or older); and
- households with disabled individuals as household members.
Background /State Issues
The study was completed in the fall of 2000 just as energy prices
began to rise in Iowa, additional LIHEAP funding became available,
and the state began to experience one of its worst winters in history.
As of the end of February 2001, the state's LIHEAP participation
had increased by 32 percent due to the combined forces of higher
energy prices, extreme weather, additional funding, and increased
media attention.
As of March 2001, the state was considering many of the study recommendations,
but was withholding decisions on implementation pending more information
about 2002 LIHEAP funding.
Outreach Study
Colton's recommendations, published in September 2000 in the paper
titled Outreach Strategies for Iowa's LIHEAP Program; Innovation
in Improved Targeting, were divided into two parts: (1)
those that can and should be pursued at the statewide administrative
level, and (2) those that can and should be pursued at the local
level. Many recommendations were taken from recent publications
and studies on improving the outreach and enrollment in children's
health insurance programs (both Medicaid and the Children's Health
Insurance Program (CHIP).
Recommended Outreach Activities
At the state administrative level, Colton recommended the following
activities for the Iowa LIHEAP:
- Adopt adjunctive eligibility in as many situations as reasonable.
"Adjunctive eligibility is similar to categorical eligibility,
which has been used by some LIHEAP programs since its inception.
Recently it has been used by many states to streamline enrollment
of low-income, uninsured children into Medicaid or the state funded
Children's Health Insurance Program (CHIP.) Through adjunctive
eligibility, children already enrolled in other low-income, publicly
funded programs such as Head Start or school lunch, would have
their eligibility expedited because they do not need to provide
duplicative income information in order to qualify." Adjunctive eligibility can be implemented through two strategies
common in other means-tested programs:
a) Use a joint application for multiple programs, as a number
of states do for TANF, Medicaid and Food Stamps.
b) Target outreach to income-comparable programs: "For example,
a state agency administering a program that reaches families with
incomes similar to LIHEAP can send all enrolled persons an application,
application instructions, and a letter informing them about the
availability of LIHEAP benefits. On the other hand, when applying
for benefits through an income-comparable program, applicants
can authorize the sharing of their names and addresses with LIHEAP,
so that LIHEAP staff can then contact them and provide them with
applications and assistance in applying." A number of examples
of how to obtain authorization are given.
- Increase reliance on "outstationed" outreach and enrollment.
"In the context of increasing children's health insurance
enrollment outstationing has meant locating eligibility workers
in places other than welfare offices to take applications. In
the Iowa LIHEAP context, outstationing would mean locating intake
workers outside of a Community Action Agency. While the CAAs would
make the final eligibility determination, the outstationed workers
could engage in the initial processing of applications." A variety of states have aggressively implemented the strategy
of outstationing intake workers or eligibility workers for Medicaid
and other purposes.
- Increase LIHEAP's administrative support for non-traditional
outreach entities "One of the primary "lessons" to be learned through the considerable effort expended on improving
the outreach for children's health insurance programs (both Medicaid
and CHIP) is the benefit of expanding the number, and type, of
entities that will be used to take enrollment information. Proposals
to increase the enrollment of low-income children in both Medicaid
and CHIP are equally applicable to LIHEAP in Iowa. One common
set of proposals includes expanding the types of entities that
can determine a child to be presumptively eligible for Medicaid.
States may use additional entities than those that are currently
permitted, such as public schools, child care resource and referral
centers, and child support enforcement agencies, to determine
presumptive Medicaid eligibility for children."
Included in nontraditional outreach entities should be faith-based
organizations, Colton wrote, adding that the Iowa LIHEAP program
should expressly permit LIHEAP subgrantees to use faith-based services
providers as community-based intake sites, and should provide training
and technical assistance to support such service providers. He cited
a 1998 Washington DC study that showed that a majority of religious
congregations offer services to anyone in need; about 70 percent
of all congregations service low-income individuals and families;
more than one-third of congregations offer services to the residents
of the community; and fewer than 10 percent limited services to
their members only.
Recommended Targeting Strategies
Targeting strategies, while initiated at the state level, are often
implemented at the local level. Enrollment of any special populations
(elderly disabled, etc) into LIHEAP should be built on a strategy
of pursuing increased coordination with other public assistance
programs, Colton wrote, adding that the targeting recommendations
to Iowa were based on the overall philosophy of "go to them;
don't make them come to you."
Following are outreach targeting recommendations for specific populations:
Targeting Recommendations For Iowa's Children
- Develop targeted outreach for both school-age and non-school-age
children through Free and Reduced Price School Lunch Program.
- Develop adjunctive eligibility for non-school age children through
WIC.
- Develop targeted outreach for Food Stamp recipients.
- Either (a) contract with school-based centers to engage in outreach;
or (b) outstation outreach workers through school-based centers.
- Either (a) contract with health-facility-based centers (including
local health agencies) to engage in outreach; or (b) outstation
outreach workers through health-facility-based centers.
- Work with state officials implementing CDC-based programs to
encourage each of its grantee agencies to ensure that a low-income
child's household is enrolled in LIHEAP every time a child is
seen for whatever reason.
- Work with state-assisted subsidized child care programs to establish
adjunctive eligibility and to enroll child care program participants
in LIHEAP.
- Enter into an interagency Memorandum of Understanding with the
Iowa child support enforcement agency to target outreach to low-income
households identified by the agency.
- Enter into an interagency Memorandum of Understanding with the
Iowa Department of Health to have agencies performing FIPS home
visits enroll FIPS participants in LIHEAP at the time of the home
visit.
Targeting Recommendations For Iowa's Elderly
- Contract with AOA-funded service providers to deliver outreach
while delivering Cluster 1 services.
- Contract with AOA-funded service providers to deliver outreach
while delivering AOA outreach.
- Enlist physicians and other health care professionals in outreach
efforts, such as encouraging them to advise their low-income patients
to apply for LIHEAP;
- Coordinate outreach with other programs providing assistance
to low-income older persons. For example, elderly pharmacy assistance
programs can help identify individuals with ongoing prescription
drug needs, who are potentially eligible for LIHEAP.
- Coordinate outreach through local "community health centers" funded through the federal HRSA.
- Coordinate outreach with other programs providing assistance
to the elderly, in particular, including the U.S. Department of
Agriculture's Emergency Food Assistance Program and the USDA's
Nutrition Program for the Elderly.
- Enter into an inter-agency Memorandum of Understanding with
the Iowa Department of Insurance to provide LIHEAP outreach to
persons inquiring about QMB/SLMB through SHIIP.
- Coordinate LIHEAP outreach with the Iowa Department of Health
through its Home Care/Chore and Senior Health programs.
Targeting Recommendations For Iowa's Disabled
- Develop a working relationship between the Iowa Department of
Revenue and Finance as a means of targeting low-income elderly
and disabled residents through the state "circuit breaker" program.
- Local LIHEAP agencies should work with county officials to direct
local LIHEAP outreach to recipients of property tax relief.
- A list of which Parent Information Centers, if any, funded under
the Individuals with Disabilities Education Act (IDEA), are located
in Iowa should be developed. These centers should be incorporated
into the LIHEAP outreach network.
- A list of state and local programs funded through the federal
Developmental Disabilities Assistance and Bill of Rights Act of
1990 should be developed. Service delivery agencies should be
incorporated into the LIHEAP outreach network.
- LIHEAP should implement adjunctive eligibility for recipients
of benefits through the Supplemental Security Income (SSI) program.
In summary, Colton noted that while above-described outreach mechanisms
can be undertaken statewide, they need not all
be done everywhere. "Some LIHEAP subgrantees may choose to
develop closer relationships with AOA-funded programs (seeking to
increase senior LIHEAP enrollment), while other LIHEAP subgrantees
may wish to work more closely with school lunch programs (seeking
to increase the enrollment of households with children). Some LIHEAP
subgrantees may wish to work closely with their local public health
programs, while others might wish to work more closely with health
centers and health care providers (in support of outreach to either
seniors or households with children)."
Contact
Mr. Jerry McKim
Chief, Bureau of Energy Assistance
Division of Community Action Agencies
Department of Human Rights
Lucas State Office Building
Des Moines, Iowa 50319
TEL: (515) 281-0859
FAX: (515) 242-6119
E-MAIL: jmckim@radiks.net
Page Last Updated: December 7, 2005