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Achieving a Better Life Experience for People With Disabilities (CalABLE)

Resources

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• Legislation   |  
• Other California Programs   |  
• Presentations   |  
• Regulations   |  
• Request for Proposals   |  
• Statutes   |  
• USC Capstone   |  
• Webinars

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• CalABLE Fact Sheet
  • English
• CalABLE Extended Fact Sheet
• CalABLE Materials in Spanish
  • CalABLE Enrollment Guide (Spanish)
  • CalABLE Tri-Fold Brochure (Spanish)
  • CalABLE Disclosure Document (Spanish)
• Disability Benefits 101
• Financial Education Guides
• Analysis: CalABLE Survey of Potential Participants
• Setting Up an ABLE Account
• State Agency Guidance
  • CDSS All-County Letter for CalWORKs
• Federal Agency Guidance
  • Medicare and Medicaid Recovery
  • SSA Program Operations Manual System (POMS) for ABLE Accounts
  • USDA Final Rules for SNAP Benefits
  • U.S. Department of Housing and Urban Development (HUD) Guidance on Treatment of ABLE Accounts in HUD-Assisted Programs
• Office of Payee Review & Beneficiary Assistance (OPRABA)

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Compare Other ABLE Programs

• ABLE National Resource Center
• National Down Syndrome Society
• The Arc ABLE Program Implementation

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Legislation

• Federal
  • 2017-2018
    • House Bill 1897 (McMorris Rodgers)
    • Senate Bill 817 (Casey)
    • Senate Bill 818 (Burr)
• State
  • 2016-2017
    • Senate Bill 218 (Dodd)
      • Senate Bill 218 Fact Sheet
      • Senate Bill 218 Sample Letter of Support
    • Assembly Bill 384 (Irwin)
    • Assembly Bill 688 (Calderon)
  • 2017-2018
    • Assembly Bill 2039 (Fong)
      • Assembly Bill 2039 Fact Sheet
      • Assembly Bill 2039 Sample Letter of Support
    • Assembly Bill 2253 (Irwin)

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Other California Programs

• 250% Working Disabled Program
  • All-County Letter

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Presentations

• CalABLE and Special Needs Trusts – Presentation to UC Davis MIND Institute – April 25, 2019
• CalABLE Presentation to North Bay Regional Center with Golden State Pooled Trust – Feb. 2019
• 10th Annual Developmental Disabilities Public Policy Conference

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Proposed Rulemaking and Regulations

Emergency Regulations (Approved by OAL on February 21, 2017)

• Approved Emergency Regulations
• Finding of Emergency
• Notice of Proposed Emergency Action
• Proposed Emergency Regulations

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Permanent Regulations (Approved by OAL on October 5, 2017)

• Approved Permanent Regulations
• Final Statement of Reasons
• Initial Statement of Reasons
• Notice of Proposed Rulemaking and Comment Period
• Updated Information Digest

Readoption of Emergency Regulations (Approved by OAL on August 21, 2017)

• Approved Readoption of Emergency Regulations
• Finding of Emergency
• Notice of Proposed Emergency Action
• Proposed Emergency Regulations

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Request for Proposals (RFPs)

2016

• 529A Program Consulting Services
  • Request for Proposal
  • Notice of Intent to Award Contract
  • Question and Answer

2017

• 529A Investment Consulting Services
  • Request for Proposal
  • Notice of Intent to Award Contract
• 529A Program Manager Services
  • Request for Proposal
  • Question and Answer
  • Addendum No. 1
  • Addendum No. 2
  • Addendum No. 3
• 529A Program Manager Services v2
  • Request for Proposal
  • Notice of Intent to Award Contract
  • Question and Answer
  • Addendum No. 1
  • Addendum No. 2

2018

• 529A Program Consulting Services
  • Request for Proposal
  • Question and Answer

• 529A Program Manager Services v3
  • Request for Proposal
  • Notice of Intent to Award Contract
  • Question and Answer
  • Addendum No. 1
  • Addendum No. 2

• CalABLE Marketing Services
  • Request for Proposal
  • Addendum No. 1
  • Question and Answer
  • Notice of Intent to Award Contract
• 529A Investment Consulting Services
  • Request for Proposal
  • Notice of Intent to Award Contract

2019

• 529A Strategic Planning Consulting Services
  • Request for Proposal

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Statutes

Federal

• ABLE Act of 2014
• Section 529A of the Internal Revenue Code

State

• Assembly Bill 449 (Irwin)
• Senate Bill 324 (Pavley)

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Webinars

• April 30, 2019: Protecting Savings with CalABLE
• March 24, 2019: CalABLE Accounts - Everything You Need to Know
• April 17, 2017: CalABLE Workshop for Service Providers
  • Presentation
  • Transcript
  • Text of Emergency Regulations
• November 16, 2016: Implementing California’s ABLE Program
  • Presentation
  • Transcript
  • Fact Sheet #1
  • Fact Sheet #2
• December 2, 2017: SFASA 2017 Conference

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USC Capstone Project

• Final Report
• Appendices

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