Single Stop USA

1. Single Stop USA An Opportunity to Make Life-Saving Differences for Millions of American Families TM

2. The Problem: in America live in poverty…* • Every year at least $65 billion in government benefits and tax credits go unclaimed.2 • 1 in 4 working families receives no major benefits at all3 • Only 7% of those eligible receive all four of the government’s major benefits and tax credits – including EITC, food stamps, Medicaid, and child care assistance More than 20 million families live below 200% of the federal poverty level.1 Sources: 1 Current Population Survey, 2007 Annual Social and Economic Supplement’, US Census Bureau (2007); 2 ‘Single Stop Rollout Strategy – Final Report, McKinsey & Company (2007);3 ‘Is there a System Supporting Low-Income Working Families?”, The Urban Institute(2006).

3. The Solution: in America live in poverty…* • In 2003, the Robin Hood Foundation in New York City created Single Stop New York. • In 2007, the national replication strategy began. • In 2008, Single Stop opened new sites in California, New Jersey and New Mexico. Single Stop

4. How it Works: The Single Stop Model Services Minimum Staff Required Relationship and Responsibility Financial Legal • Run benefits screening and help clients with applications • Manage site triage/intake process and refer clients to legal, financial, and EITC staff • Point person with SSUSA and responsible for regular tracking and reporting requirements. Full-Time Site Coordinator Benefits Part-Time Attorney • Provide legal counseling to clients referred from Site Coordinator • Attorney provided through partnerships coordinated by SSUSA Part-Time Schwab Volunteer Financial Coach • Provide financial counseling to clients referred from Site Coordinator • Financial Counselor provided through partnerships coordinated by SSUSA Tax Credits (EITC) Seasonal Staff / Local Partners • Provide tax return filing for clients who qualify for tax credits (EITC and CTC)

5. Single Stop’s Model Connects Clients with Resources that Lead to Self Sufficiency Single Stop USA provides a suite of services... Targeted to under-served, low-income households Typically distributed through community partners • Community Colleges • Community Action Agencies • VITA Sites • Health Clinics • Workforce development experts • Childcare Centers • Settlement Houses • Housing experts • Food Pantries • Homeless Shelters

6. Customized Benefits Screening & Comprehensive Case Management Single Stop’s Benefits Enrollment Network • Easy-to-use 15 minute comprehensive eligibility screening for a range of federal, state and local benefits. • Superior functionality to improve client tracking and evaluation. • User-friendly interface supports effective case management. • Counselor-facilitated application support. • Integrationwith existing CBO and government systems to facilitate interagency referrals. • Ongoing Training & Support.

7. ________________________________________________________________________________________________________________________________________ One-on-One Financial Counseling • Provides one-on-one financial counseling services with trained Charles Schwab Volunteers • Sessions cover a range of important financial topics: • Improving credit • Debt reduction • Creating a spending plan • Savings • Banking • Provides education on predatory lending practices

8. ________________________________________________________________________________________________________________________________________ One-on-One Legal Counseling • Access to one-on-one on-site or phone-based legal services for clients seeking: • Eviction Prevention or Other Housing Issues • Help with Benefits Appeals • Access to Health • Family law: Domestic Violence, Child Support • Partnership with Bay Area Legal Aid

9. ________________________________________________________________________________________________________________________________________ Free Tax Preparation • Single Stop brings free tax preparation to your organization • Integrates tax preparation with benefits screening and assistance • Helps families and individuals receive millions of dollars in tax refunds through the Earned Income Tax Credit (EITC), the Child Tax Credit, and other tax-based policies.

10. Streamline Existing Federal Public Benefits and Tax Credit Programs. • Test and Replicate Innovative Strategies that facilitate Comprehensive, Coordinated Access to Benefits and Services. • Harness Existing Networks to Distribute Critical Resources to Millions of Families in Need. Single Stop’s Policy Agenda: Rethinking Benefits Distribution and Delivery: Investing in Smart, Efficient Policies for Social Mobility and Economic Growth

11. ________________________________________________________________________________________________________________________________________ Bay Area Single Stop Sites • Communities of Opportunity (located at City College of SF Southeast Campus, 1800 Oakdale) – Bayview/Hunter’s Point; Temple Byars, 415.230.9604 • Homeless Prenatal Program – Mission/Potrero; Melissa Rosa, 415.546.6756 ext. 365 • Wu Yee Children’s Services – Chinatown; Simon Thai, 415.321.3823 • City College of SF, Ocean Campus – Ingleside (for students); Murrell Green, 415.452.5709 • City College of SF, Mission Campus – Mission (for students, early 2010) • Healthy Oakland – Oakland; John Holman, 510.444.9144 • Peralta Community College – Oakland (for students, early 2010)

12. For more information… • For general information about Single Stop, contact the CA office: 369 Pine Street, Suite 525 San Francisco, CA 94104 415.391.7170 • To set up appointments at specific sites, please contact the site coordinators directly.