FUNDING SYSTEM RE-DESIGN FOR EMPLOYMENT AND DAY SERVICES. Where Are We Now and How Will We Move Forward?

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FUNDING SYSTEM RE-DESIGN FOR EMPLOYMENT AND DAY SERVICES Where Are We Now and How Will We Move Forward? 1

Individuals Served Per 100K in Population VT NY IA SD RI OH OR DC MN Individuals Served in Day Services Per Capita NE CT WI WY MA MD AK WV IL KS NH CA PA MT TX IN MI CO SC NM NC VA WA LA OK KY AZ AL TN UT MS FL NV MO 400 350 300 Ohio #6 250 200 150 100 50 0 Source: Butterworth, J., Hall, A.C., Smith, F. A., Migliore, A., Winsor, J., Domin, D., & Sulewski, J. (2013). State Data: The national report on 2 employment services and outcomes. Boston, MA: University of Massachusetts Boston, Institute for Community Inclusion.

Washington Oklahoma Connecticut West Virginia New Hampshire Maryland Vermont New Mexico Louisiana Oregon South Carolina Maine Massachusetts Alaska Colorado Utah Ohio Wisconsin Iowa Nevada Arizona Virginia South Dakota Wyoming Indiana Minnesota District of Columbia Kentucky North Carolina Tennessee Kansas Pennsylvania Georgia California Florida Montana Missouri New Jersey Illinois Alabama Texas Idaho Hawaii Arkansas Delaware Michigan Mississippi North Dakota Nebraska New York Rhode Island Individuals in Integrated Employment as a % of Individuals Receiving Day Services 2012 % % % % % % % % Ohio #17 % % % 3

Individuals Served Per 100K in Population MN SD OH WI IA RI Individuals Served in Sheltered Workshops Per Capita PA NY OR IN SC OK MA MI NV LA NC CA MS WV WY NE IL CT AZ WA VA NH AL AK CO DC GA MD MO NM VT 250 200 150 Ohio #3 100 50 0 Source: Butterworth, J., Hall, A.C., Smith, F. A., Migliore, A., Winsor, J., Domin, D., & Sulewski, J. (2013). State Data: T he national report on employment services and outcomes. Boston, MA: University of Massachusetts Boston, Institute for Community Inclusion. 4

Individuals Served Per 100K in Population Individuals Served in Integrated Employment Per Capita 160 140 120 100 Ohio #8 80 60 40 20 0 VT WA OR RI OK DC NM AK MN SC WY LA IN KS CA GA MT IL TN NE KY AL Source: Butterworth, J., Hall, A.C., Smith, F. A., Migliore, A., Winsor, J., Domin, D., & Sulewski, J. (2013). State Data: The national report on employment services and 5 outcomes. Boston, MA: University of Massachusetts Boston, Institute for Community Inclusion.

CMS BULLETIN: EMPLOYMENT Three years ago, CMS issued guidance for employment and day services: Informational Bulletin: September 16, 2011 Updated core service definitions Created new services to better reflect best practices Emphasized the importance of employment in the lives of people with disabilities 6

CMS BULLETIN: EMPLOYMENT Work is a fundamental life activity for adults with and without disabilities.it provides a sense of purpose, shaping who we are and how we fit into our community 7

CMS BULLETIN: EMPLOYMENT Emphasized the critical role of person centered planning in achieving employment outcomes Clarified that pre-vocational services are not an end point, but a time limited service for the purpose of helping someone obtain competitive employment. 8

CMS BULLETIN: EMPLOYMENT Created a new service definition for career planning that can be used for youth with disabilities, individuals seeking to transition from prevocational services who want a job that is better or more in line with their interests and talents. Split supported employment into two services: Individual and Small Group Group supported employment is for 2-8 individuals Outcome is individualized competitive, integrated employment 9

HCBS SETTINGS RULE Released January 2014 and took effect March 17. 2014 Rule was developed over five years with two public comment periods Intended to ensure individuals receiving HCBS services under a Medicaid Waiver have full access to the benefits of community living and the opportunity to receive services in the most integrated setting appropriate. Applies to all settings where HCBS are delivered, not just to residential settings. 10

HCBS SETTINGS RULE Person-centered planning: Not part of the transition plan; already in effect Includes individualized goals and preferences related to: relationships, community participation, employment, Income and savings, healthcare and wellness, education and others. 11

HCBS SETTINGS RULE Informed Choice Extends beyond simply asking a person if they would like to remain in a segregated setting Agencies must take affirmative steps to provide information about the benefits of integrated settings; Facilitating visits or other experiences in such settings; Offering opportunities to meet with other individuals with disabilities who are living, working and receiving services in integrated settings Identify and addresses any concerns or objections 12

HCBS SETTINGS RULE HCBS must have all of the following qualities: Is integrated in and supports access to the greater community Provides opportunities to seek employment and work in competitive integrated settings, engage in community life, and control personal resources Ensures the individual receives services in the community to the same degree of access as individuals not receiving Medicaid HCBS 13

HCBS SETTINGS RULE Aligns Medicaid funding with recent Department of Justice actions Complements the Integration Mandate of the ADA 14

HCBS SETTINGS RULE What does Integration look like? Community-based recreational, wellness, social, educational, cultural, and athletic activities, including community volunteer activities and training activities. Volunteering Interning Taking a class Learning about careers and interests Promotes interaction with community Not a disability-specific program 15

FUNDING RE-ALIGNMENT PROCESS DODD has contracted with two policy and systems change experts, Allan I. Bergman and Lisa Mills, PhD to review current funding system for day and employment services This process dovetails with the CMS Transition Plan Work for HCBS Settings compliance 16

FUNDING RE-ALIGNMENT PROCESS Researched multiple states with high performance in integrated employment and day services Report can be found at www.ohioemploymentfirst.org 17

FUNDING RE-ALIGNMENT PROCESS Twelve Community forum meetings held to seek input and feedback More than 700 stakeholders attended Feedback shaped the Guiding Principles for Funding System Redesign 18

WORKGROUP PARTICIPANTS Laura Zureich, Shelby/Champaign DD John Pekar, Fairfield/Vinton DD Jason Umstot, OPRA Chris Filler, OCALI Pete Moore, OACB Dan Ottke, OAAS/Clermont DD Greg Dormer, OOD Vic Gable, Wood DD/Ohio APSE David Reichert, Cuyahoga DD Rick Black, Butler DD Carmen Shelton, self-advocate Mary Vail, Goodwill Columbus Steve Koons, Cincinnati Goodwill Lori Horvath, Chris Miller, Clay Weidner, Greg Swart, Monty Kerr, Kristen Helling, Debbie Hoffine, DODD 19

WORKGROUP CHARGE Consider what the Ohio employment/day service array should include Develop recommendations for service definitions, provider qualifications and rate methodologies 20

WORKGROUP TIME LINE Eight workgroup meetings (October- February) 60 workgroup face-to-face hours Assignments between meetings 21

WORKGROUP APPROACH Service Definitions and Array Provider and Staff Qualifications Methodology for Determining Cost Per Hour of Service Unit Type: Time Outcome Combination Reimbursement Rate Methodologies 22

WAIVER CHANGES Proposed Service Array has been developed; Service definitions have been drafted Starting to develop provider qualifications and rate methodology Expect to file waiver amendment with CMS by September 2015 with changes to take effect in 2016. 23

Current Waiver Services Activity Voc Hab SE- Enclave SE-Community OOD Vocational Assessment X X X X Vocational Profile Development X X X X On-going Support X X X X Developing Systematic Plan of Instruction and Support, Task X X X X Analysis Support for integration at worksite X X X X Transportation Training X X X X Problem-solving Assistance/Meeting Job Expectations X X X X Natural support facilitation X X X X Skill Training (hygiene, work skills, self-determination goals, X X X X social skills, behavior modification) Developing and implementing a plan for transition to X X X X employment Self-medication support or medication admin X X X X Job development and placement X X X Resume development X X X Job seeking skills training X X X Worksite Analysis, including job customization X X X Employer outreach and awareness X X X Job training/coaching X X X Follow-along/retention X X X Identifying worksite accommodations X X X Purchasing or modifying equipment for worksite accessibility X X X Self-employment support X X

Proposed Waiver Services Activity Informed Choice Process Employment Navigation Integrated Skill Building for Employment (prevoc) SE- Small Group SE- Individual (1:1) OOD Conflict-free informed choice X Coordination of progress on path to employment and access to services X X Skill building before and during job search (small group; non-job specific) X Skill building post job development (small group; non-job specific) X Skill building before and during job search (small group; job-specific) X Assessment/discovery X X Employment or self-employment X X planning Job placement X X Job training/coaching X X Skill building before and during job search (1:1; job-specific) X X Career Advancement X X Benefits Planning/Support X X 25

Who Am I? Place 4: Place 3: Place 2: Place 1: I don't think I want to work, but may need to learn more about it. I'm not sure if I want to work, but need help to understand my options. I want to work! Help me get a job. I have a job but need support to keep it or get a better job. 26

I may want to pursue community employment, or I am already pursuing or working in community employment, and I need help to navigate systems and services available to me Employment Navigation 1:1 Proposed to add to SSA Role as a function of Targeted Case Management (TCM) Assures facilitation and coordination of a seamless transition among needed employment services and supports from various systems, including education, VR, workforce development and benefits counseling 27

I am not in community employment and not sure I want to pursue community employment Place 4: I don't think I want to work, but may need to learn more abou it. Place 3: I'm not sure if I want to work, but need help to understand my options. Informed Choice Process 1:1 Abridged discovery Career exploration Informational interviews Time-limited Approximately 24-28 hours 28

I want to pursue community employment but I need help to identify the type of job(s), task(s), and conditions for employment that I want/need Supported Employment- Individual 1:1 Supported employment assessment Discovery process Other funding source: OOD 29

I am seeking community employment and I have a need for immediately available, waiverfunded daytime supports that have a focus on building general skills for community employment Integrated Skill Building (prevocational) 1:2; 1:3; 1:4 Integrated skill building Time-limited 30

I want community employment and I have a need for a comprehensive benefits analysis to move forward Supported Employment- Individual 1:1 Work Incentives Benefits Counseling Other funding source: OOD 31

I am seeking community employment and I want and have a need for immediately available, waiver-funded daytime supports that involve paid work in regular business or industry setting for job specific skill building Supported Employment- Small Group 1:2, 1:3, 1:4 Paid work experience that results in building of job specific skills 32

I just got community employment and my employer and I have a need for training and on-the-job support; or I just got selfemployment and I need training and support to maintain the selfemployment. Supported Employment- Individual 1:1 Initial job training Other funding source: OOD 33

I have community employment but I want more hours in the same job. Supported Employment- Individual 1:1 Job Advancement Other funding source: OOD (possibly) 34

I have community employment but my employer and I have a continued need for training and coaching so I can become more independent on the job; or I have self-employment and I have a continued need for training and coaching so I can become more independent in selfemployment. Supported Employment- Individual 1:1 Extended Job Training/Coaching Other funding source: OOD 35

I have community employment and have maximized my ability to be independent on the job but I still have a need for personal assistance or personal care while at work. Workplace Personal Assistance 1:1 Other funding sources: Social Security PCA Program OOD 36

I want and have a need for waiverfunded daytime supports to help me have an integrated life during the hours I am not working, while I am pursuing CE, or if I have made an informed choice not to pursue CE at this time. Integrated Community Supports 1:2, 1:3, 1:4 Wrap-around supports 37

NEXT STEPS Workgroup meets again later this month and then twice in January and February Analyze data from EF Outcome Tracking System to determine how current acuity tool indicates level of support Finalize definitions, provider qualifications Finalize rate methodologies and explore side-by-side funding pilot options 38