1 Funding Strategies to Support Employment Services and Customized Employment Outcomes Michael...
Transcript of 1 Funding Strategies to Support Employment Services and Customized Employment Outcomes Michael...
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Funding Strategies to Support Employment
Services and Customized Employment Outcomes
Michael Morris, DirectorLaw, Health Policy, and Disability CenterUniversity of Iowa College of [email protected]
ODEP Webinar - June 8, 2006
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Americans with Disabilities Act of 1990
The Nation’s proper goals regarding individuals with disabilities are to assure equality of opportunity, full participation, independent living, and economic self-sufficiency for such individuals.
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Customization
Individualizing the relationship between jobseekers and employer to meet both their needs.
Nontraditional assessment of abilities, needs, and preferences.
Creation of an individual profile. Negotiating job role and
responsibilities Meeting ongoing support needs.
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Blended or Braided Funding To Support Customized Employment Services Using separate funding streams in more
coordinated and flexible ways. Creating an individual or personal budget
that allows for greater direction and control of blended or braided funds from multiple sources.
Developing the knowledge and infrastructure to facilitate effective collaboration within and outside the One Stop to support customized employment services.
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Blended Funding Involves more than one public
funder authorizing their dollars to be included in an individual budget to respond to identified needs or gaps in services and supports.
Blended funding can allow systems to fund activities that may be outside specified limits of categorical programs.
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Braided Funding Also involves more than one public funder
authorizing their dollars to be included in an individual budget to respond to identified needs.
However, with braided funding, each public funder maintains control of dollars sufficient to track expenditures for agreed to purposes and outcomes to evaluate return on investment.
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Five-Step Process
Navigating the Funding Maze to Achieve Common Golas
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Blended or Braided Funding
Step One
Navigate the three tiered service levels in the One-Stop Career Centers
1. Assist job seekers with disabilities to be “registered” for services and move beyond core to intensive services.
2. Assist job seekers with disabilities to move beyond intensive services to training services
3. Identify and understand key decision making factors at each stage.
4. Identify key points to introduce non-traditional assessment and customized employment strategies.
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Blended or Braided Funding
Step Two
Identify One-Stop services that could support a customized employment strategy.
1. “Intensive services” may be provided through contracts with service providers for
• Comprehensive and specialized assessment;• Development of an individual employment
plan; • Individual counseling; and • Career planning
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Blended or Braided Funding
Step Two
Identify One-Stop services that could support a customized employment strategy.
2. “Training services” may include:• Entrepreneurial training;• Skill upgrading;• Customized training conducted with a
commitment of an employer to employ an individual upon successful completion of the training; and
• Individual Training Account.
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Blended or Braided Funding
Step Three
Identify potential collaborators and funders to support customized employment strategy
1. Medicaid State Plan Services• Rehabilitative Services Option; • Targeted Case Management Option;
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Blended or Braided Funding Five Step Process
Step Three2. Medicaid Home and Community Based
Services (HCBS) Waivers• Individual Budgeting• Service Coordination• Person Centered Planning Facilitation• Peer Support Services• Transportation• Financial Management Services• Supported Employment Services
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Blended or Braided Funding
Step Three
3. Community Mental Health Services Block Grant
• Person Centered Recovery Plans• Rehabilitative Services• Service Coordination• Self-Directed Care• Behavioral Health Care
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Blended or Braided Funding
Step Three
4. Vocational Rehabilitation • Skill development and training services; • Assessment; • Assistive technology; • Job development; • Transportation; • Supported employment; • Intensive services; • Transition services; • Technical assistance to conduct market analysis, develop
business plans, and pursue self-employment;• Post-employment services
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Blended or Braided Funding
Step Three
5. Local Education Agency• Transition services; • On the job training; • Transportation; • Skills development; • Assistive technology; • Assessment; • Microenterprise development; and• Job search assistance.
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Blended or Braided Funding
Step Three
6. Local and State Funded Programs• Community Service Boards; • Mental Retardation/Developmental
Disabilities Service Agency;• Mental Health Administration; • Other
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Blended or Braided Funding
Step Four
Review and understand the details of eligibility, documentation, decision-making, service units, provider requirements, and appeal procedures.
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Blended or Braided Funding
Step Four
For each resource identified1. Review and understand eligibility
requirements: • Definition of disability; • Means tested – income level and resource
limits; • Other requirements (preferences, order of
selection); • Any presumptive eligibility; • Frequency of redetermination of eligibility.
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Blended or Braided Funding
Step Four
2. Review and understand documentation requirements:
• Proof of disability; • Proof of low income and resource
limits; • Proof of residence; • Other.
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Blended or Braided Funding
Step Four
3. Review and understand application process
• Forms to be filled out; • Filing allowed on line; • Available from One-Stop; • Other locations; • Availability of application assistance; • Appeal process.
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Blended or Braided Funding
Step Four
4. Review and understand menu of benefits/resources available:
• Identify benefits/resources available; • Definition of service unit; • Rate of reimbursement for each service
unit:• Annual funding limits per individual• Annual funding limits per service• Lifetime Caps or Funding limits
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Blended or Braided Funding
Step Four
• Flexibility in rate setting and service units;
• Determination of need for benefits/services/or supports and decision making process;
• Appeal process;• Licensing and/or certification
requirements for service providers
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Blended or Braided Funding
Step Five
You can’t do this alone. Build a work group with representatives of each of the potential funders, key decisionmakers with the LWIB and One-Stop, the benefits specialist (BPAO) in your area, and leadership from disability related organizations.
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Blended or Braided Funding
Step Five
1. Introduce core concepts of customized employment.
2. Identify shared vision and values regarding individual choice and direction and employment outcome objectives.
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Blended or Braided Funding
Step Five
3. Explore options to create an individual account to meet employment goals:
• Application process is simplified and coordinated across funders;
• Background information is centralized and shared for each applicant;
• Funders are flexible to allow services and benefits to be bundled in an individual self-directed account;
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Blended or Braided Funding
Step Five
• Agencies are jointly engaged in a person-centered planning process that identifies resources to be committed to respond to individual needs and preferences;
• Policy barriers are identified and solutions crafted to reduce or eliminate barriers to a braided individual account with investment by multiple funders;
• One-stop and no wrong door approach is developed and implemented;
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Blended or Braided Funding
Step Five
• Expenditures and results can be tracked and reported to multiple funders;
• An “Individual Account” Work Group with representatives of potential public funders within and outside the workforce development system continues to provide advice and oversight for the establishment and support of the individual self-directed account.
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Funding Strategies Medicaid State Plan and Waiver Services –
CMS Individual Budgets – CMS Individual Development Accounts – HHS Work Incentives – SSA Cash-Out Benefits – VR, MH, Education Individual Training Accounts – Labor Housing Choice Vouchers – HUD Use of Earned Income Tax Credits - IRS
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Braided Individual Accounts
Bundling public benefits across the domains of:
Housing; Personal Assistance; Social Security; Employment; Skills Development; and Asset Building
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Agreement on Account ObjectivesRespond to multiple personal, individualized
goals including: Self-employment; Employment related supports. Affordable housing and homeownership; Education and skills development; Healthcare and emergency needs; and Savings for specific short and long-term needs:
• Transportation• Technology• Retirement
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Collaboration Across Systems Multiple points of entry to start an
account. Benefits specialists are available
who are knowledgeable about multiple public benefits and successful approaches to braiding or bundling in an individual account.
Fiscal intermediaries are available to offer efficient financial management.