Equity tools: Case studies in budget filters and community ......King County Office of Performance,...

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Jo Anne Fox Budget Analyst King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice Manager, Community Engagement & Partnerships, Public Health Equity tools: Case studies in budget filters and community engagement Governing for Racial Equity Conference – March 2014

Transcript of Equity tools: Case studies in budget filters and community ......King County Office of Performance,...

Page 1: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Jo Anne FoxBudget AnalystKing County Office of Performance, Strategy and Budget

Matias ValenzuelaManager, King County Equity & Social JusticeManager, Community Engagement & Partnerships, Public Health

Equity tools: Case studies in budget filters and community engagement

Governing for Racial Equity Conference – March 2014

Page 2: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Life expectancy by county

2

Page 3: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Within King County

3

Page 4: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Demographics Across King County

People of Color

Seattle

Kent

Bellevue

Auburn

Renton

Bothell

Federal Way

Redmond

Sammamish

SeaTac

Kirkland

Shoreline

BurienTukwila

Issaquah

Kenmore

Covington

Des Moines

Woodinville

Mercer Island

Maple Valley

Newcastle

Black Diamond

Pacific

Duvall

Lake Forest Park

Medina

Algona

Normandy Park

Low Income

Seattle

Kent

Bellevue

Auburn

Renton

Bothell

Federal Way

Redmond

Sammamish

SeaTac

Kirkland

Shoreline

BurienTukwila

Issaquah

Kenmore

Covington

Des Moines

Woodinville

Mercer Island

Maple Valley

Newcastle

Black Diamond

Pacific

Duvall

Lake Forest Park

Medina

Algona

Normandy Park

Seattle

Kent

Bellevue

Auburn

Renton

Bothell

Federal Way

Redmond

Sammamish

SeaTac

Kirkland

Shoreline

BurienTukwila

Issaquah

Kenmore

Covington

Des Moines

Woodinville

Mercer Island

Maple Valley

Newcastle

Black Diamond

Pacific

Duvall

Lake Forest Park

Medina

Algona

Normandy Park

Low Educational Attainment

Lowest Average Highest

Page 5: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

The “Stream”

Societal Level Community & Policy Level

Individual & Family Level

Pro-Equity Policies

Address Structural Racism and

Privilege

AffordableHousing

Access to Transportation

Good Paying Jobs

Quality Education

Healthy Environment

Low Birth Weight

Incarceration

Services for individuals and families to treat problems

Safe Neighborhoods

Obesity

Untreated Mental Illness

Access to Healthcare

Health Problems

Homelessness

Access to Healthy Foods & Physical Activity

Social, economic, & physical conditions that allow people to reach their full potential

Political structures & institutional practices that assure fairness & opportunity for all

Page 6: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Integrated and intentional: Equity and Social Justice Ordinance

“Fair and just” - guiding principle for County Strategic Plan

ESJ Ordinance 16948 unanimously approved by KC Council

Establishes definitions and identifies approachesCreates inter-agency team with all agencies and branches of County government

Reports annually on ESJ measures and results to King County elected leadership, employees and the public.

Page 7: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice
Page 8: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice
Page 9: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

There is no magic tool! 

It is a PROCESS•Takes time•A journey of many small steps

King County’s journey from 2011-2014, and beyond …

Page 10: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Elements for Successful Equity Analysis

Leadership

Engaged Team

Process

Tools

Page 11: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

LEADERSHIP

Lead

Communicate expectations

Support efforts

Use analysis in decision making

Page 12: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

ENGAGED TEAM

Culture ChangeEducation, Awareness, TrainingAspirational framingConsistency

Commit to the value and importance of the workEmpowered and willing to do the work

Page 13: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

PROCESS

CollaborativeStart with questions

What determinants of equity do your operations impact?Demographics of customer base and impacts on these populations?What is your agency’s vision for equity in your operations?

Establish a profileIdentify threats and opportunities

Measure changes and alternatives

Page 14: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

TOOLS

Ordinance  (expectation/demand)Determinants of equityDemographic dataAnalytical frameworkEquity impact tools

Equity and Social Justice Budget ToolOne‐page analysis guideAnalysis templates – base and transactional changes

Page 15: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Going Forward

The journey continues …

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Continuum of community engagement

Page 17: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice
Page 18: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice
Page 19: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Language needs

King County population:

More than 400,000 residents – nearly a quarter of the population over age of 5 –speak a language other than English at home.

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“A line that is hot”

Page 22: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice
Page 23: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Example of system to reach limited-English proficient populations

King County Translation Executive OrderReview printed materials for broad distribution for cultural and linguistic appropriatenessAll departments identify vital documents, and translate vital documents and Public Communication MaterialsTargeted materials (5% or more of population)Alternative forms of assistance, instead of translation, when effectiveCertified translators AND reviewer20 languages in 3 tiers

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Page 25: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

Summary: Equity lens

Determinants of equityEquity in

Decision making and policies: Who benefits? Who doesn’t? What changes are needed?

Organizational practicesCommunity engagement: Who are we engaging? Who are we not? How can we become more inclusive?

Impact on specific populationsLow-income communities, people of color, limited-English proficient populations

Page 26: Equity tools: Case studies in budget filters and community ......King County Office of Performance, Strategy and Budget Matias Valenzuela Manager, King County Equity & Social Justice

• King County Equity & Social Justice Web Site www.kingcounty.gov/equity • Tools, including Equity Impact Review Tool, Community Engagement

Guide and Translation Policy

Contacts:[email protected] [email protected]