Maximizing Resources Through Braided Funding Elena Varney, MS, CRC National Center on Workforce &...

Maximizing Resources Maximizing Resources Through Braided FundingThrough Braided Funding

Elena Varney, MS, CRCElena Varney, MS, CRC

National Center on Workforce & Disability/AdultNational Center on Workforce & Disability/Adult

www.onestops.infowww.onestops.info

Institute for Community InclusionInstitute for Community Inclusion

UMass BostonUMass Boston

www.communityinclusion.orgwww.communityinclusion.org

Institute for Community Inclusion Institute for Community Inclusion UMass Boston UMass Boston

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Also Referred to As:Also Referred to As:


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Why Braid Funding?Why Braid Funding?

Limited fundingLimited funding Budget restrictionsBudget restrictions Supplement servicesSupplement services Duplication of servicesDuplication of services Efficient use of fundsEfficient use of funds


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2 Major Levels of Joint Funding2 Major Levels of Joint Funding

1)1) Organizational Funding of ServicesOrganizational Funding of Services

• Joint resources for funding staff with mutual Joint resources for funding staff with mutual customers (e.g. 1 staff funded by VR & MH)customers (e.g. 1 staff funded by VR & MH)

• org’l capacity via purchased services b/t org’l capacity via purchased services b/t public agencies (e.g. fee for service public agencies (e.g. fee for service agreements)agreements)

• Joint funding of positions or products (e.g. VR, Joint funding of positions or products (e.g. VR, MH, & MR fund development of benefits MH, & MR fund development of benefits curriculum)curriculum)


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2 Major Levels of Joint Funding2 Major Levels of Joint Funding

2) 2) Individual Funding of ServicesIndividual Funding of Services

• Most common = customer eligible for services from 2+ programs. • Staff from both agencies coordinate funding and services around the individual• Individual joint service funding based on structured process agreed upon by pgm leaders (scenario would look the same as previous bullet)• Special projects that function as pilots of innovation


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Braided vs. Blended Braided vs. Blended

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Blended Blended FundingFunding

Funds combined into a single pool from Funds combined into a single pool from which they can be allocatedwhich they can be allocated

Greater flexibility of use & less monitoring Greater flexibility of use & less monitoring and accountabilityand accountability

Can supplement gaps in service deliveryCan supplement gaps in service delivery

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Example of BlendedExample of Blended

Brockton, MA: Administrators from VR, High Brockton, MA: Administrators from VR, High School, Special Project, and MR/DD sign School, Special Project, and MR/DD sign agreements to contribute a specific dollar agreements to contribute a specific dollar amount into a “pool” to be used for 5 students as amount into a “pool” to be used for 5 students as needed who are transitioning from H.S. to needed who are transitioning from H.S. to employment. employment.

Because the school developed a portfolio, Because the school developed a portfolio, monies were not needed for assessment.monies were not needed for assessment.

Monies were used for job placement, job Monies were used for job placement, job coaching, transportation, etc.coaching, transportation, etc.


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Braided Braided FundingFunding

Funds from various sources are used to pay for Funds from various sources are used to pay for a service package for an individual. Funds a service package for an individual. Funds remain in separate strands but are joined for the remain in separate strands but are joined for the individualindividual

Recognizes the categorical nature of programs, Recognizes the categorical nature of programs, their funding parameters & accountability to their funding parameters & accountability to adminadmin

Braiding avoids many of the conflicts that airse Braiding avoids many of the conflicts that airse from losing control over blended fundsfrom losing control over blended funds


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Example of Braided FundingExample of Braided Funding

Eligibility for WIA and VREligibility for WIA and VR Agreement on employment goal & services Agreement on employment goal & services

neededneeded Address timing needs for fundingAddress timing needs for funding Point of contact from each programPoint of contact from each program Lack of org resistance (supervisors, mgrs)Lack of org resistance (supervisors, mgrs) Direct staff coordinate funding & servicesDirect staff coordinate funding & services Agreement on who provides what and how Agreement on who provides what and how

muchmuch


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Show me the Money!Show me the Money!

PASSPlan

CMSVR

MR/DDTicket To Work

Medicaid HCBS

WIA

TANF

MH

School System


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Putting it all together

Ticket To Work

VRWIA

MR/DD

Medicaid CBES

PASS Plan

MH

TANF

School System


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Individual Resource MappingIndividual Resource Mapping

At intake, determine which services theAt intake, determine which services the

individual is eligible for in order to beginindividual is eligible for in order to begin

allocating funds for individualized serviceallocating funds for individualized service

delivery.delivery.


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Bo: IndianaBo: Indiana Through collaborative

funding between the Indianapolis Customized Employment Project, the Department of Vocational Rehabilitation, and transition services at his local high school, Bo is self-employed as a vending machine owner.


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Joey: MarylandJoey: Maryland

Joey’s position was created with the local retail clothing store. His school, his employer, and a career specialist from the Maryland CEP worked together with Joey to fund services and customize the job.


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Blending Funds in TennesseeBlending Funds in Tennessee

Ashton was on the DMRS Waiting List and receiving no support services. TCEP, using funding from DRS and Social Security Work Incentives, supported him to get a job at Fort Sanders Parkwest Hospital. He is a valued employee who is proud of his job.


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Worcester, MAWorcester, MA

Juan wanted to become a chef. He was Juan wanted to become a chef. He was eligible for both WIA and VR funding. His eligible for both WIA and VR funding. His ITA account would not fully cover the cost ITA account would not fully cover the cost of the culinary training program. VR of the culinary training program. VR supplemented the remaining training supplemented the remaining training monies, and purchased the knife kit and monies, and purchased the knife kit and uniform also required for his new career. uniform also required for his new career.

Braided & Blending Braided & Blending funds do NOT presume funds do NOT presume

Individual ControlIndividual Control


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Individual AccountsIndividual Accounts

Exercises the principles of self Exercises the principles of self determination, choice and control over howdetermination, choice and control over howand from whom one receives services.and from whom one receives services.

It’s about choiceIt’s about choiceIt’s about controlIt’s about controlIt’s about informed decisionsIt’s about informed decisionsIt’s about time!It’s about time!


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Individual accounts are comprised of one Individual accounts are comprised of one or more sources of employment service or more sources of employment service dollars that are dedicated to the individual dollars that are dedicated to the individual and their employment plan. Fundamental and their employment plan. Fundamental to this funding approach is the principle to this funding approach is the principle that the individual has choice and control that the individual has choice and control as to the services and supports used as as to the services and supports used as well as in selecting traditional or non-well as in selecting traditional or non-traditional provider(s) that assist them in traditional provider(s) that assist them in attaining employment. attaining employment.


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Key Components of IAsKey Components of IAs

Account is comprised of funding from 1 or Account is comprised of funding from 1 or more sourcesmore sources

Parameters of what the account will pay Parameters of what the account will pay for are est’d between individual & supportsfor are est’d between individual & supports

Dollars are spent toward employment Dollars are spent toward employment goalsgoals

Fiscal intermediary often utilizedFiscal intermediary often utilized Org or individualOrg or individual Pays billsPays bills IRS responsibleIRS responsible


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Checks & BalancesChecks & Balances

Individual may have mentor from outside Individual may have mentor from outside the system to advise themthe system to advise them

Spending may be scrutinizedSpending may be scrutinized ““request to pay” to be signed by vendorrequest to pay” to be signed by vendorSee Example: Interagency Agreement to See Example: Interagency Agreement to

Support Individual AccountsSupport Individual Accounts

Maximizing Resources Through Braided Funding Elena Varney, MS, CRC National Center on Workforce &...

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