Association of Oregon Centers for Independent Living Research and Analysis provided by: The Institute for Disability Studies and Policy

A Methodology to Determine Base Funding for Oregon Centers for Independent Living NOTES:

AGENDA Our Common IL Core Values History - Past Methodologies for Determining CIL Base Funding Methodology for Determining Base CIL Funding Conclusion/Discussion NOTES: Value collaboration (SILC) and partnership

Our Common IL Core Values We know our role in the global IL movement and we have faith in our own voices Together we define and advance our IL movement. This is our movement, our history, our struggle, our global family with disabilities being institutionalized, experiencing rights infractions, experiencing homelessness, being abused, living in poverty, and dying. We believe in our abilities and rights as PWDs to exercise control over our lives. We are valuable! We will speak up! We will be heard! We will make change happen! We will not quit! NOTES: Capture – It matters that the Association is unified in this effort. Contracts – base funding is critical to the movement – contracts do not cover IL and other systems change and advocacy efforts. We do want to move this ahead nationally.

Oregon CILs & SILC Collaboration 2014-2017 WIOA prompts 17 listening sessions for SPIL Development AOCIL & SILC Chairs – Shared Role in Developing SPIL CIL Directors on SPIL Committee , meets 4-6 times a year AOCIL Systems Advocacy – Contracts and funding follows ODOT – Federal Lawsuit, 15 year settlement ADRC – Including PWD in the No Wrong Door/Medicaid Match System NOTES: Capture – It matters that the Association is unified in this effort. Contracts – base funding is critical to the movement – contracts do not cover IL and other systems change and advocacy efforts. We do want to move this ahead nationally.

History Past Oregon Methodologies for Determining CIL Base Funding “When you have nothing…you have nothing to lose.” NOTES: The “why-why” root cause analysis tool. How did we get here, past funding assumptions, pros and cons… How collaboration led to naming in the SPIL the goal of developing a new funding formula for CILs in Oregon in year 1 of the 2016-19 SPIL. Need to amend the SPIL allowed for SPIL to consider and incorporate a new CIL funding formula.

Independent Living Movement We MUST advance the Independent Living Movement NOTES: This is HOW we advance the IL movement. As CILs, as SILC members

Why a New Funding Formula Is Needed (for Oregon & The Nation) Funding doesn’t follow the person (not population based) Limited funding leaves CIL Staff (PWD) in poverty without benefits, retirement, competitive living wages FF develops statewide compensation standards, population based allocation of new funding opportunities – Federal, State, APD, etc. CILs advocate to their boards a common standard for livable wages, service goals then developed based on reasonable costs NOTES: Funding doesn’t follow the person (not population based) Limited funding promotes compensation models that leave CIL Staff (PWD) in poverty without benefits, retirement, competitive living wages FF develops statewide compensation standards, population based allocation of new funding opportunities – Federal, State, APD, etc. CILs advocate to their boards a common standard for livable wages, service goals then developed based on reasonable costs

Steps for Methodology Step 1: Determine PWD Population in Oregon and CIL Service Areas Step 2: Determine Target % of Population To Be Served Step 3: Determine Target Ratio of CIL Direct/Systems Advocacy/Other Step 4: Determine Hours of Direct Service Required Per Consumer NOTES:

Steps for Methodology Step 5: Determine Number of Employees Required for Each CIL Step 6: Apply Livable Wages for CIL Staff to Determine Cost of Direct Service Step 7: Calculate Total Required CIL Funding to Support Service Target Step 8: Determine SPIL Section 3: Design for Statewide Network of Centers (including Expansion into Unserved Areas) using Base CIL Funding Levels

STEPS 1-3 STEP ONE: Population PWD (noninstitutionalized) - Oregon 511,280 Population PWD - CIL Service Areas (73%) 373,632 Population PWD – Unserved or Under-served Areas 137,648 STEP TWO: Determine Target Population % To Be Served 5% = 25,564 STEP THREE: Determine Target Ratio of CIL Direct Service/Systems Advocacy/Other 55/25/20 = 1144 hours/520 hours/416 hours = 2080 (FTE) NOTES:

STEPS 4 - 6 STEP FOUR: Determine Hours of Direct Service Required Per Consumer. Urban/Rural 5-9 hours Rural - Dispersed (Eastern Oregon) 10-15 hours STEP FIVE: Determine Number of Employees Required for Each CIL using 55% Direct Service STEP SIX Apply Livable Wages to Step 5 (MIT Livable Wage – Oregon: $52,629) to determine cost of Direct Service staff. (http://livingwage.mit.edu) NOTES: This is an average amount of start to finish with a highly motivated individual. When you start talking employment, housing, or transition, it is more complex and could quadruple the average amount of time. Living wages are provided not only for direct service staff, but also for Executive Director, Assistant Director, Office Support and other staff. MIT (http://livingwage.mit.edu). Training staff is an investment of time and money. Not paying a living wage means you inevitably have high turnover and that investment is lost.

STEP FIVE – # of Direct Service Staff Required Centers for Independent Living Target % of PWD PWD at each CIL X 5% Target X 9 or 15 (hrs/consumer) /1144 (55/25/20 model) Required FTE (Rounded) ABILITREE 5.17% (26,465) 10 EOCIL 5.47% (28,001) 18 HASL 9.01% (46,121) ILR 36.25% (185,562) 73 LILA 10.06% (51,497) 20 SPOKES 2.56% (13,105) 5 UVDN 4.47% (22,881) 9 Under-served Areas 27.0% (137,648) 54 NOTES:

STEP SIX – Total Cost of Direct Service CIL Required FTE x Livable Wage ($52,629) = Cost of Direct Service ABILITREE 10 $526,290 EOCIL 18 $947,322 HASL ILR 73 $3,841,917 LILA 20 $1,052,580 SPOKES 5 $263,145 UVDN 9 $473,661 UNSERVED AREAS 54 $2,841,966 TOTAL 207 $10,894,203 NOTES:

STEPS 7 - 8 STEP SEVEN: Calculate Total Required CIL Funding to Support Service Target. STEP EIGHT: Determine SPIL Section 3: Design for Statewide Network of Centers (including Expansion into Under-served Areas), using Base CIL Funding Levels.

STEP SEVEN – Total Base CIL Funding Abilitree Example: Wages          Director = $156,270; Assistant Director = $111,114 Office Support = $33,821; 10 X FTE of $52,629 = $526,290 Total Wages = $827,495 Indirect Costs (40% of wages) = 330,998 Total Costs = $1,158,493 FTE Total Wages Indirect Total Cost EOCIL $947,322 1,248,527 499,411 1,747,938 HASL ILR $3,841,917 4,143,122 1,657,249 5,800,371 LILA $1,052,580 1,353,785 541,514 1,895,299 SPOKES $263,145 564,350 225,740 790,090 UVDN $473,661 774,866 309,946 1,084,812 Under-Served Areas $2,841,966 NA NA Total CIL Base Funding $14,224,941 NOTES:

DIFFERENCE – Current Vs. Required Funding CIL Current Base Funding (Part B ,C and State General Funds) Required Base Funding Funding Advocacy Abilitree $250,000 $1,158,493 $908,493 EOCIL $1,747,938 $1,497,938 HASL ILR $439,413 $5,800,371 $5,360,958 LILA $1,895,299 $1,645,299 SPOKES $790,090 $540,090 UVDN $1,084,812 $834,812 Total $1,939,413 $14,224,941 $12,285,528 3 minutes

STEP EIGHT Expanding into Unserved/Under-served Areas PWD Population ex. of Marion Co. (8%) 40,000 PWD to be Served Using 5% Target 2,000 9 hours/Consumer and 55/25/20 Ratio 18,000 hours divided by 1,144 (55%)* Applying Livable Wage to D.S. Staff 16 FTE @ $52,629.00 = $842,064 Director $156,273 Assistant Director $111,114 Office Support $33,830 Total Wages $1,143,281 40% Indirect Costs $457,312 Total Required for Expansion into Marion County $1,600,593 NOTES:

Recommendations BELIEVE THAT YOU ARE WORTH IT! Find ways to collaborate between CIL’s & SILC Review the Oregon formula, see how it will apply for your state Get it in your SPIL (either an amendment or next SPIL cycle). Share your state’s developed formula with NCIL and APRIL. Live by Core IL Principles. Be ready to advocate for systems change.

“If we are inclusive, open-minded, cohesive, transparent, never stop moving forward, and do not give up, we will change the world” 1 minute

QUESTIONS/COMMENTS 5 minutes