Blending & Braiding - National Technical Assistance Symposium...  •...

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  • Blending & BraidingBlending&Braiding

    M ki f di k t f !Makingyourfundingworkoutforyou!

    Dr.Jewlya Lynn

    C t f S t I t tiCenterforSystemsIntegration

    Denver,CO

    www.csipolicy.org/blendandbraid/

    Copyright @ 2010 Center for Systems Integration

  • AgendaAgenda

    UnderstandingBlending&Braiding DevelopingYourFiscalCoordinationModel EngagingYourPartnersinFiscalCoordination

    PreparedbyCSI(www.csipolicy.org) 2

  • AcknowledgementsAcknowledgements

    Materials developed as part of the Blending &MaterialsdevelopedaspartoftheBlending&BraidingYourTANFInitiative

    http://www csi policy org/blendandbraid/ http://www.csipolicy.org/blendandbraid/ Apartnershipof:

    CenterforSystemsIntegration ColoradoDepartmentofPublicHealth&EnvironmentFamily Leaders & the Colorado Systems of Care FamilyLeaders&theColoradoSystemsofCareCollaborative

    FamilyResourceCenterAssociationy ColoradoFoundationforPublicHealthandEnvironment

    PreparedbyCSI(www.csipolicy.org) 3

  • Understanding Fiscal CoordinationUnderstandingFiscalCoordination

    Learning Objective:LearningObjective: Describethedifferencesbetweenblendingandbraiding including criteria for when to usebraidingincludingcriteriaforwhentouseblendingvs.whentousebraiding.

    PreparedbyCSI(www.csipolicy.org) 4

  • Understanding Fiscal CoordinationUnderstandingFiscalCoordination

    Braided and blended financing strategies are:Braidedandblendedfinancingstrategiesare: Ameanstoanend theymustbedevelopedwithin the context of community needs resourceswithinthecontextofcommunityneeds,resourcesavailable,anddesiredoutcomes

    Implemented using administrative systems thatImplementedusingadministrativesystemsthathavetheabilitytotracktheuseoffundsandreportbacktomultiplefunders

    Sustainableonlywithleadershipbuyin,aclearvision,measurableresults,andunderstandingofalloftheresourcesavailable

    PreparedbyCSI(www.csipolicy.org) 5

  • Understanding Fiscal CoordinationUnderstandingFiscalCoordination

    Braiding is when:Braidingiswhen: Fundsfromvarioussourcesareusedtopayforaservicepackage,buttrackingandaccountabilityforeachpotofmoneyismaintainedattheadministrative leveladministrativelevel.

    Blendingiswhen:F d bi d i t i l l Fundsarecombinedintoasinglepoolfromwhichtheycanbeallocatedtoproviderswithoutdiscerningtheirsourceandspecificrequirements.

    PreparedbyCSI(www.csipolicy.org) 6

  • Braid & Blend TogetherBraid&BlendTogether

    Braiding and Blending are not an either/or:BraidingandBlendingarenotaneither/or: Twoormorefundsarecombinedintoasinglepool Additionalfundsfromvarioussourcesareusedtopayforap yservicepackage.Trackingforsomefundsiskeptseparate,trackingforfundsinthepoolhappenstogether.

    PreparedbyCSI(www.csipolicy.org) 7

  • When to Blend?WhentoBlend?

    You have information documenting the:Youhaveinformationdocumentingthe: Costofyourservicesperpersonserved(caserate)Eligibility of all clients in your program Eligibilityofallclientsinyourprogram

    OutcomesasaresultoftheservicesY f di t ll li d Yourfundingstreamsallowmoregeneralizedreporting e.g.,norequirementsthatafeebe

    i d t h i f t ll ti tassignedtoeachservice,useofcostallocation,etc.

    Youhaveastrongrelationshipwithyourf dfunder

    PreparedbyCSI(www.csipolicy.org) 8

  • Blended FundingBlendedFunding

    F di St A 100% of the

    kids served are 30% of kids served are 50% of kids

    Funding Stream A: $25,000

    eligible for Funding Stream C

    served are eligible for

    Funding Stream A

    50% of kids served are eligible for

    Funding Stream B: $25,000

    Stream AFunding Stream B

    Funding Stream C: g$50,000 100% of the kids

    served are eligible for Funding Stream C

    PreparedbyCSI(www.csipolicy.org) 9

    Funding Stream C

  • When to Braid?WhentoBraid?

    Your funding streams cannot pay for allYourfundingstreamscannotpayforalleligiblepopulationsandservices

    Your funding streams require categorical Yourfundingstreamsrequirecategoricalreportingorcostallocationreporting

    Y h lid d i i ki f Youhavesoliddecisionmakingsystemsforapprovingservicesfundedbymultiplestreams

    Youhavestrongtrackingsystemsformonitoringhowfundingisspent

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  • Programmatic BraidingProgrammaticBraiding

    Programmatic braiding:Programmaticbraiding: BusinessasusualInflexible Inflexible

    Infrastructuredriven

    PreparedbyCSI(www.csipolicy.org) 11

  • Fiscal BraidingFiscalBraiding

    Fiscal braiding:Fiscalbraiding: Flexibleinservicesprovidedandpopulationseligibleeligible

    Adaptableascommunitiesandneedschange Can be unreliable in funding levels requires Canbeunreliableinfundinglevels requiresmoresophisticatedbudgeting

    Can be complex in reporting requirements Canbecomplexinreportingrequirementsrequirementsmoresophisticatedaccounting

    PreparedbyCSI(www.csipolicy.org) 12

  • When to Blend & Braid?WhentoBlend&Braid?

    Some of your funding streams are limited toSomeofyourfundingstreamsarelimitedtobraidingonly

    Some of your funding streams can be blended Someofyourfundingstreamscanbeblended Itwilldecreasetheadministrativeefforttobl d f h f diblendsomeofthefundingstreams

    Itwillincreasetheflexibilityofhowfundsareusedtoblendsomeofyourfundingstreams

    PreparedbyCSI(www.csipolicy.org) 13

  • Organization LevelOrganizationLevel

    Organizational level braiding:Organizationallevelbraiding: Multiplefundingstreamsexpandpopulationservedserved

    Flexibilityinservicesprovidedbyyourorganizationorganization

    Abilitytocontractoutforservices Organizational level blending: Organizationallevelblending:

    Similarasabove,butlesstrackingposthoc.

    PreparedbyCSI(www.csipolicy.org) 14

  • MultiOrganizationLevelg

    MultiOrganizational Level BraidingMulti OrganizationalLevelBraiding Authorityoverallocationofthefundingstreamhas to be centralizedhastobecentralized

    Actualtrackingandaccountabilitycanbemanaged by multiple organizations or can bemanagedbymultipleorganizationsorcanbedelegatedtoasingleentity

    Oftenutilizesacombinationoffixedpricepcontracts,preferredproviders,andothercontractingmodelstodistributefundingbetweenorganizations.

    PreparedbyCSI(www.csipolicy.org) 15

  • Developing Your ModelDevelopingYourModel

    Learning Objective:LearningObjective: Learnhowtoimplementaplanningprocesstodevelop a braided or blended financing strategydevelopabraidedorblendedfinancingstrategy.

    PreparedbyCSI(www.csipolicy.org) 16

  • Phase 1: VisionPhase1:Vision

    Identifying Your VisionIdentifyingYourVision Whatwillyourprogramaccomplish?Why is it needed? Whyisitneeded?

    Overall,whowillbeserved?E i Y P t EngagingYourPartners Whoneedstobepartoftheeffort? Whatarethedifferentwaysthatpartnerscanbeinvolved?

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  • Phase 2: DefinitionPhase2:Definition

    Defining the Program (or System)DefiningtheProgram(orSystem) Whatpopulationdoweneedtoserve?What are the outcomes we want to achieve? Whataretheoutcomeswewanttoachieve?

    WhatdoestheFrontDoorlooklike?Wh t th i i t ti th t Whataretheservicesorinterventionsthatarepartofourprogram?

    Where are we delivering the services? Wherearewedeliveringtheservices? Whowilldelivertheservices?Wh t i f t t i d d? Whatinfrastructureisneeded?

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  • Phase 3: Financing OptionsPhase3:FinancingOptions

    Chart your current/available funding streams:Chartyourcurrent/availablefundingstreams: Expensesofyourprogram;andEligible populations Eligiblepopulations

    Researchyourfundingstreams Regulations,fundingguides,orphonecallswithfunders

    d Findyourgaps Researchotherfundingoptions

    PreparedbyCSI(www.csipolicy.org) 19

  • Funding Stream 1 Funding Stream 2Eligibility

    f fAges 12 - 18 Eligible if family is eligible Eligible

    Age 19 Eligible if in high school & family is eligible Eligible& family is eligibleAge 20 - 24 Eligible if parents Eligible

    Income Eligible at $75,000 or less No income requirements

    Disability/Need No criteria Must be without housingType of Service

    Ad i i t ti C t 10% i N t ll blAdministrative Costs 10% maximum Not allowable

    Case Management Can fund up to 0.5 FTE No

    Y th h H t HEmergency Shelter Yes Yes, through Host Home model onlyYouth Leadership Stipends & staff time Stipends only

    20

    Home Repair Yes, one time NoHousing &

    Homelessness Yes, four months or less No

  • Phase 3: Financing PlanPhase3:FinancingPlan

    Develop the Coordinated Financing PlanDeveloptheCoordinatedFinancingPlan Blend,braid,orboth?Budget of estimated spend down Budgetofestimatedspenddown

    ListofallowableexpensesforeachfundingstreamD l th Ad i i t ti St t DeveloptheAdministrativeStructures Servicedeliveryreportingrequirements Accountingprocesses Decisionmakingprocesses Tiedtohowyoureportbacktofunders

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  • Phase 3: ImplementPhase3:Implement

    Implement:Implement: ImplementservicesandadministrativestructuresImplement your evaluation Implementyourevaluation

    Trackandgatherfeedback Learnfromyourstaffandclients theywillknowbestifitisworking

    L f f d ti th i Learnfromyourfunder areyoumeetingtheirneeds?

    I ImprovePreparedbyCSI(www.csipolicy.org) 22

  • Engaging Your PartnersEngagingYourPartners

    Learning Objective:LearningObjective: Learnthreekeystrategiesforengagingorganizational partners families and youth inorganizationalpartners,families,andyouthindevelopingabraidedorblendedfinancingstrategy

    PreparedbyCSI(www.csipolicy.org)