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07-30-2014 Ad Hoc Senior Services Committee
THE PUBLIC IS INVITED TO ATTEND ALL MEETINGS AND -ON AGENDA ITEMS OR DURING PUBLIC DISCUSSION * - AD HOC SENIOR SERVICES COMMITTEE MEETING AGENDA Wednesday, July 30, 2014, 3:30 PM Harvat Hall / City Hall 410 East Washington Street 2. CONSIDER MOTION ADOPTING CONSENT CALENDAR AS PRESENTED OR AMENDED a. Minutes of the meeting on 07/21/14 (pages 2-11) b. Correspondence 1) Martha Huffman (page 12) 3. DISCUSSION OF SENIOR CENTER EVALUATION SUBCOMMITTEE REPORT (no material in packet) 4. REPORTS FROM CONTACT MEMBERS RE LOCAL AGENCIES / CONSORTIA a) Elder Services — Dohrmann (no material in packet) b) Heritage Agency on Agency — Cannon (no material in packet) c) Johnson County Livable Communities - Cannon (no material in packet) d) Shelter House — Honohan (no material in packet) e) Pathways - Berg -Klug (pages 13-14) f) Consultation of Religious Communities - Dohrmann (no material in packet) g) Free Medical Clinic — Younker (no material in packet) h) MECCA — Dobyns (no material in packet) i) Johnson County Mental Health — Dobyns (no material in packet) 5. DISCUSSION OF CITY FINANCIAL CONSIDERATIONS (pages 15-20) 6. PUBLIC DISCUSSION (ITEMS NOT ON THE AGENDA) 7. PENDING ITEMS FOR FUTURE MEETINGS 8. TENTATIVE THREE MONTH MEETING SCHEDULE August 18 September 3 September 24 October schedule to be discussed V. * Speakers are asked to limit remarks to five minutes and wait until after everyone has had the opportunity to speak once before approaching the podium again on the same topic r w THE PUBLIC IS INVITED TO ATTEND ALL MEETINGS AND -ON AGENDA ITEMS OR DURING PUBLIC DISCUSSION * - AD HOC SENIOR SERVICES COMMITTEE MEETING AGENDA Wednesday, July 30, 2014, 3:30 PM Harvat Hall / City Hall 410 East Washington Street 2. CONSIDER MOTION ADOPTING CONSENT CALENDAR AS PRESENTED OR AMENDED a. Minutes of the meeting on 07/21/14 (pages 2-11) b. Correspondence 1) Martha Huffman (page 12) 3. DISCUSSION OF SENIOR CENTER EVALUATION SUBCOMMITTEE REPORT (no material in packet) 4. REPORTS FROM CONTACT MEMBERS RE LOCAL AGENCIES / CONSORTIA a) Elder Services — Dohrmann (no material in packet) b) Heritage Agency on Agency — Cannon (no material in packet) c) Johnson County Livable Communities - Cannon (no material in packet) d) Shelter House — Honohan (no material in packet) e) Pathways - Berg -Klug (pages 13-14) f) Consultation of Religious Communities - Dohrmann (no material in packet) g) Free Medical Clinic — Younker (no material in packet) h) MECCA — Dobyns (no material in packet) i) Johnson County Mental Health — Dobyns (no material in packet) 5. DISCUSSION OF CITY FINANCIAL CONSIDERATIONS (pages 15-20) 6. PUBLIC DISCUSSION (ITEMS NOT ON THE AGENDA) 7. PENDING ITEMS FOR FUTURE MEETINGS 8. TENTATIVE THREE MONTH MEETING SCHEDULE August 18 September 3 September 24 October schedule to be discussed V. * Speakers are asked to limit remarks to five minutes and wait until after everyone has had the opportunity to speak once before approaching the podium again on the same topic MINUTES DRAFT AD HOC SENIOR SERVICES COMMITTEE JULY 21, 2014 — 3:30 P.M. HARVAT HALL, CITY HALL Members Present: Joe Younker (Chair), Jay Honohan, Rick Dobyns (arrived 3:34 P.M.), Jane Dohrmann, Mercedes Bern -Klug, Ellen Cannon, Hiram Rick Webber Staff Present: Geoff Fruin, Julie Voparil RECOMMENDATIONS TO COUNCIL: (to become effective only after separate Council action): None CALL TO ORDER: Chairperson Younker called the meeting to order at 3:30 P.M. CONSIDER MOTION ADOPTING CONSENT CALENDAR AS PRESENTED OR AMENDED: a. Minutes of the Meeting on 07/07/14 — The minutes of the July 7, 2014, meeting were discussed first. Honohan noted that he had an amendment to the minutes and distributed a handout of his amendment before discussing it. Honohan stated that he believes it is important for them to remember that the minutes are not a verbatim translation of what occurred at a meeting, that minutes are a summary of the meeting. Honohan continued, noting that sometimes if they do not speak up loud enough, items can be missed. Before continuing, Honohan paused as Member Dobyns arrived so he could be part of the conversation. Continuing, Honohan read his proposed amendment (see handout). Bern -Klug did note that there were a couple of typos in the amendment that need to be corrected. b. Correspondence — (1) Jack Hobbs; (2) Bonnie Love; and (3) SEATS questions (Dohrmann — email response from Transportation Director; (4) Stan Smith; (5) Deb McCarthy Honohan moved to accept the Consent Calendar as amended and with late handouts, seconded by Webber. Motion carried 7-0. DISCUSSION OF SENIOR CENTER EVALUATION SUBCOMMITTEE REPORT: Younker noted that at the last meeting it was requested that the Senior Center Evaluation Subcommittee come prepared with a proposed timeline and some information about how this evaluation will take shape. He added that there also is some budget information that the subcommittee received. Bern -Klug began the review, noting that she, Honohan, and Webber make up this subcommittee. They have met twice now and have decided to design their report in direct response to what the City Council has asked regarding the Senior Center. They will be relying on documents that have already been developed, by both the Senior Center and the national accrediting group that accredited the Center last year. Also used will be the survey that Ad Hoc Senior Services Committee July 21, 2014 Page 2 the Center performed of members, non-members, and Center participants. The subcommittee plans to meet again next week to add more detail. Younker asked if anyone had any questions at this point for the subcommittee. He asked if the subcommittee has a sense of when they will have a draft of their report for the rest of the Committee to review. She responded with mid- August, and Honohan agreed, stating that the meeting on August 18 is probably going to be their target date. Bern -Klug asked if they should have their draft report to Karr for the August 18 meeting packet, and Younker agreed they should. At that meeting the Committee as a whole can discuss the report and ask for further information, if necessary, as they get a sense of what information they have. Dohrmann thanked the subcommittee for their work, adding that she looks forward to seeing their draft report. REPORTS FROM CONTACT MEMBERS RE: LOCAL AGENCIES / CONSORTIA: Elder Services - Dohrmann stated that she met with several staff and was able to gather the information that the Committee is seeking. She highlighted some of the areas of her report, noting that for the services that Elder Services does provide, 90% of the clients are homebound. Elder Services considers themselves to be a lifeline for these types of individuals, especially when they are seen on an almost daily basis. Also noted, 75% of the Elder Services' clients make less than $24,000 per year. Elder Services told Dohrmann that they would like to be able to expand their services, that there is a need for care management, for example. Honohan stated that he believes they need a more detailed budget from Elder Services, one that would show, for example, how much money they receive from each of their sources. Dohrmann stated that she did ask for this information and has not yet received anything, but that she will follow-up on this. Younker then thanked Dohrmann for her work on this, noting that they did have a rather large packet for this meeting. Because of this, the pages are numbered and are referred to on the agenda. Younker then brought up that on page 27, in Dohrmann's report, a reference is made to increased partnerships between the Senior Center and Elder Services. He asked if Elder Services provided any more detailed information regarding this. Dohrmann responded that Elder Service's staff's primary concern is that the Center isn't as accessible as it could be. They believe that the adjoining parking ramp should have more signage to the Center, and that also the side entrance to the building should be more ADA -accessible and better signed than it currently is. In response to Honohan's question about finances, Dohrmann stated that there is a breakdown in the Fiscal Year 2013 Annual Report from Elder Services (distributed), on page 10, showing funding but that it does not show specific percentages. Dobyns asked Dohrmann what, in her best guess, is the relationship between the Senior Center, Elder Services, and the third party that was involved in the meals program. She stated that Elder Services is going to be partnering with Independent Living in North Liberty and will be using the kitchen there, instead of using the Senior Center kitchen. They will have more access in the North Liberty location, according to Dohrmann. Dobyns asked what the issue was with the Senior Center, and Dohrmann stated that Elder Services will have 24-hour accessibility to the kitchen in North Liberty, which is something they need. However, the Senior Center will remain as a congregate meal site. Elder Services has also opened an additional meal site on the east side. Heritage Area Agency on Aping (HAAA) - Cannon stated that she did quite a bit of research on HAAA online, but has still not made personal contact with either director. However, she plans to do so before the next meeting. Members received a brief summary report in their meeting Ad Hoc Senior Services Committee July 21, 2014 Page 3 packets from Cannon, showing the merged data from both HAAA and the JCLC databases. She noted that both entities' web sites list the agencies that they represent. She opened all of the URLs listed and went in agency by agency to get the self -descriptions of the agencies. This is what she put into her database for Members to review. In updating the number of service agencies for seniors in the Iowa City area, Cannon noted that there are 115 service providers in Iowa City, 20 in Coralville, for a total of 135. She then broke this down as 90 are 'service host' and 45 are listed as 'targeted programs' under these service hosts. Of these service providers, 30 are governmental, 38 are for-profit, and 67 are non-profit. Breaking these providers down even further, Cannon noted that the primary services provided are medical, disability and mental health, 93; housing, housing assistance, 24; transportation services, 14; and long-term care or respite, 17. Dobyns asked Cannon what is meant by a 'service host.' She noted that these are such entities as Mercy Hospital or the V.A. Hospital. Bern -Klug asked if all of these programs receive funding through the HAAA. Cannon stated that this is one of her questions for the director, but that from her research, the HAAA appears to be more of an information and referral agency for seniors. Dobyns then spoke to the financial side of this issue, noting that it's all about the money — where does the money come from, and he questions where some of these agencies get their funding. He noted that Honohan is right in that they need a clearer picture of each agency's financial background. Cannon noted that the HAAA does have a posted budget on their web site, but that it is dated 2012. She will attempt to get some updated information. Members thanked Cannon for her preliminary report. Shelter House - Honohan stated that he has contacted Mark Sertterh, Resident Services Director. Shelter House basically provides emergency services to persons experiencing homelessness. Fourteen of the beds offered at Shelter House are reserved for veterans, and these are subsidized by the Veterans Administration, according to Honohan. Also, the Department of Labor provides a grant to Shelter House to provide a program that helps veterans find employment. Honohan noted that Shelter House provided emergency shelter services to 653 individuals, 94 of them aged 55 years or older, in fiscal year 2014. There are no specific programs for seniors, according to Honohan, but Shelter House does review each individual's situation while attempting to develop a plan for that person to get them out of homelessness. Seniors are assisted in finding senior -subsidized housing within Johnson County, which has resulted in the past with getting some individuals into assisted living, some go to live with family, and some have obtained their own apartment. Honohan stated that he especially likes one thing the Shelter House tells its senior clients — that if they do not work, they should become involved with the Senior Center. Honohan then spoke to the Shelter House's budget, which was $2 million for fiscal year 2014, which ended June 30, 2014. The funding breakdown is not complete yet, but Honohan stated that he has quite a bit of information nonetheless. Housing and Urban Development (HUD), $450,000; Department of Labor, $105,000; Veterans Administration, $175,000; the Iowa Finance Authority, $120,000; United Way, $70,000; City of Iowa City, $50,000; Johnson County, $60,000; City of Coralville, $7,000; and private donations totaled $250,000. As for the remainder of the funds that make up the $2 million budget, Honohan stated that Sertterh did not have that information for him yet. There are grants, corporate grants, and faith community donations, as well as catering from the Shelter House kitchen which generates revenue for the Shelter. Younker thanked Honohan for his report. He asked if he knows what the original requests for funding were from Johnson County and the City of Coralville. Honohan stated that he did not ask this of Sertterh but that he will obtain this information for the Committee. Ad Hoc Senior Services Committee July 21, 2014 Page 4 Pathways - Bern -Klug stated that she doesn't have her report written up yet, nor with as much detail as she would like regarding the funding sources. Younker suggested she go ahead and share what she has so far. Berg -Klug described what Pathways is — an adult health center that provides adult day services in Iowa City. It is the only adult day services center targeted towards seniors. Reach For Your Potential also provides adult day services for those with developmental disabilities, but Pathways is the only provider focused on seniors. Pathways is also the only adult day services in Johnson County. Due to funding constraints, Bern -Klug stated that many of these service providers have had to close across the state of Iowa. There are approximately 100 individuals per year that use Pathway's services, and on any given day there are approximately 35 to 40 individuals at the facility. Transportation from SEATS allows many of these individuals to attend the adult day services, according to Bern -Klug. Individuals typically receive a meal here, and can receive personal and medical care as needed too. The model is that a person who is not able to live independently completely may be able to stay in his or her home setting with these support services allowing that. Bern -Klug noted that about half of the people receiving services at Pathways have dementia. She believes this is an issue when it comes to the way the City prioritizes senior services' funds. She asked that this be reconsidered as there are older adults with mental health issues and other issues that are not getting a high enough priority when put in with 'senior services.' She believes they need to have a higher level of priority as this population is at greater risk. Including seniors into high category areas when they're part of this population will be important. She noted that just as Dohrmann reported in her piece, much of the vulnerable populations, such as the frail and elderly, need to have a higher priority. Bern -Klug continued her report, stating at it costs about $60 per day at Pathways for the entire day, per client. They do recoup most of this if an individual is eligible for Medicaid and is on the Waiver. However, many are not eligible for Medicaid and are not on a Waiver and they have to try and pay out of pocket. Pathways tries to work with these individuals, with some paying as little as $15 per day, according to Bern -Klug. However, this can still be a financial hardship for many. Pathways does receive funding from various sources — such as Heritage, United Way, faith community grants, Iowa City Aid to Agencies, Veterans Administration, Medicaid Waiver, fundraising, and still they face financial hardship each year, according to Bern -Klug. She added that a larger subsidy from the City or the County, for example, could help assure that the people who really need these services could get them, keeping these individuals out of nursing homes and in their home environments. Younker then asked Fruin about his presentation on Aid to Agencies and what discretion does the City have to identify other categories or to break out specific senior services from this broader category. Fruin responded that he believes they do have some discretion, but that HUD defines all of the categories. Then it is up to the City to look at how best to categorize them. Fruin added that just about every agency they fund could fit into multiple categories, but that they have to find one specific category for each. Fruin added that with the new five-year plan they are currently developing, they see HUD is shifting away from some of the definitions and categories that are currently in use. Fruin stated that he would like to have Tracy Hightshoe, who administers this program, explain to the Committee how the new plan will force the City to prioritize, especially as it relates to senior services. This should give the Members an opportunity to weigh in on this topic as staff works through the new plan. Fruin will plan to have this information in the next meeting packet. Ad Hoc Senior Services Committee July 21, 2014 Page 5 Consultation of Religious Communities (CRC) — In response to Younker, Dohrmann responded that she did speak with the Chair recently, and once they have their executive meeting in August she should hear if she will be on their August 201h agenda. The Chair did want the Committee to know that the CRC represents 35 congregations in the area, and that there are 80 total. Several congregations in the evangelical, African-American, and Latino communities do not participate in the CRC, according to Dohrmann. She did share with the Chair the questions that the Committee would be asking, and he stated that he would disseminate that before the August 20th meeting. Bern -Klug asked why these specific groups are not a part of CRD, and Dohrmann responded that her understanding is they have been invited to be a part. Dobyns moved to accept the aforementioned reports from the contact members, seconded by Honohan. Motion carried 7-0. Dobyns asked if he could make a comment, going back to Bern-Klug's question about the City's preferencing in terms of senior services. He commented on how the City tries to craft its budget according to funding streams. One example he brought up is the upcoming decrease in highway funding from the federal government. This is one reason the Iowa City City Council is proposing a 1 -cent sales tax to help bridge the gap in what can be anticipated in road fund decreases. Dobyns stated that there is also information regarding funding for senior services at the federal level, and how this Committee was formed to help find plugs for those gaps before they become too big. He continued to explain to Members how this LOST revenue could help keep the general fund monies available for services such as those they have been discussing. Bern -Klug spoke to the fact that many of the people who work in long-term care, in adult day services or nursing homes, do not live in Iowa City. She noted that they work in Iowa City, but they live elsewhere, in part because of the cost of living. She asked if there couldn't be some type of incentive for long-term care workers where they could get a reduced tax rate or something like that if they were to live in Iowa City, as well. She believes this would help to curb the turnover in such help, and would also acknowledge the important service these people are providing. Fruin noted that generally speaking there is nothing the City could do with this, that you can't alter the tax rate based on the occupation of a resident. He added that perhaps they could create a program where if you showed proof of employment, you could receive a dollar amount that had been set forth, albeit this would be a bit unusual. Fruin added that this could be a bit of a slippery slope as there could be other occupations that fit this category as well. Dobyns stated that Council recognizes that there is a creative class of people who need to live close in to Iowa City in order to keep the economy and community going, even though they cannot afford to live in Iowa City. He spoke again to the possible sales tax and how it could go towards affordable housing for just this class of people. Honohan stated that he does agree with the sales tax issue. Younker stated that as they speak with these various agencies they need to find out what they see as their barriers, and if labor is one of them. DISCUSSION OF ADDITIONAL LOCAL AGENCIES: Younker questioned Members if as they go through Cannon's database of other local agencies they have been able to think of some they need to add to their list. Younker stated that the Free Medical Clinic is one he thought of. He stated that he would be happy to take this one on as he is on their Board. Ad Hoc Senior Services Committee July 21, 2014 Page 6 Honohan moved to add Free Medical Clinic to their list of agencies, seconded by Webber. Motion carried 7-0. Dobyns asked if anyone is assigned yet to MECCA or Johnson County Mental Health. Younker stated they are not, and Dobyns stated that he would be glad to take them on. He asked if there are any other mental health agencies he should add to this list. Cannon stated that one underserved population for seniors, as identified on the Heritage web site, is substance abuse services. This would be addressed through MECCA. Webber asked what Johnson County Medical is, and Dobyns stated that it is their mental health services department. This is an outpatient, walk-in clinic that receives very little funding through Medicaid. Honohan moved to add MECCA to the list of agencies, as well as the Johnson County Mental Health; seconded by Dohrmann. Motion carried 7-0. Dohrmann noted that while at Elder Services she did ask about their relationship with the Crisis Center. Reportedly funding had been lost, but after Crisis Center staff advocated for reallocating funding, they were able to get some of it back. Fruin spoke to how the funding went this year with HCDC's allocations. He explained how this committee is tasked with dividing up the funds available, and due to a change in prioritization, funding was cut to Elder Services. They historically received around $50,000, but due to this change, they received only $20,000. This recommendation went to the City Council, and after supporters spoke to the Council, the Council made a one-time contribution from the general fund of approximately $10,000, bringing the total up to around $30,000. Dobyns spoke to the financial streams again, noting that this is indicative of what is to come from both federal and state funding. Bern -Klug asked if there is some type of federal document outlining these looming cuts. Fruin stated that if it would be helpful they could be shown the Community Development Block Grant trends over the past few decades. This is the federal program that Iowa City receives funds for as an entitlement city, meaning they receive funding every year of varying amounts. Bern -Klug asked if there is something looming that they should know about. Dobyns stated that they are talking about government and politicians, and they just don't come out and say, 'We're going to cut your funding.' He continued to speak to the subtle signs that funding is being cut in many different areas. Fruin then spoke to federal dollars, and how these funds go to the Aid to Agencies programs. The Senior Center does not receive CDBG dollars. There is a shrinking pot of CDBG dollars, according to Fruin, something they have seen over the past 15 years. He spoke then to the property tax dollars the City receives and how the State property tax reform will impact these funds. Bern -Klug asked that Fruin speak more to this so that everyone is clear what this means. Fruin stated that the State passed significant property tax reform in 2013, and it will be gradually phased in over the next 10 years. What this does is shrink the amount of taxable value for commercial properties and for multi -family, residential properties. This change is just now starting to impact the City's budget. Fruin continued, stating that it is anticipated that the City will lose up to $50 million over 10 years in property tax revenues. The Senior Center is partly funded on property taxes, just as the Police, Fire, City Manager's office, and Parks are, to name a few. Even though the City expects to continue to see growth and an increased tax base, the property tax reform is more than offsetting this, according to Fruin. Younker stated that he believes it would be helpful to have the information regarding the CDBG funds — the last 15 -year history, and also what the best predictions are for the next two budget cycles. Younker also stated that when the property tax legislation passed, the Parks and Rec Commission had a Ad Hoc Senior Services Committee July 21, 2014 Page 7 presentation on what the impacts might be. He thinks this information would be useful, as well, for the Ad Hoc Committee. Dobyns noted that in the July 7`h packet to this Committee, at the end of it, Fruin included a report from the National Senior Center Society. He stated that it is somewhat lengthy, but he urged Members to take a look at it. It shows seven different models for senior centers, as they have confronted financial problems similar to what Iowa City is and will be facing. Bern -Klug asked if it would be fair to summarize it as because of the State property tax reductions in 2013, the Senior Center is going to feel the impact of the amount of funding it receives, as well as other things. Fruin stated that he cannot say with certainty that this will have an impact on the Senior Center's budget. Basically staff does not know how this will all play out. What they do know is that the taxable value of existing properties within Iowa City is going to decrease significantly over the next 10 years, and budgets are going to really start to feel the impact. Fruin continued to explain the discretion that the Council has as it sets up its budget, and offered to bring in the Finance Director to further explain the property tax reform impacts in more detail, if the Committee so desired. Younker stated that he believes this would be useful, to have the fiscal framework in place as they move forward in their recommendations. Fruin stated that he will work on this. Younker then asked if anyone had any further questions at this point, or any other agencies they believe should be added to the list. Bern -Klug asked if local services for domestic violence are prepared to handle seniors. She noted that most of the population receiving these services is not in that age group, but she questioned if the current stock of domestic violence services are elder -friendly. Cannon stated that she will check on this when she makes her agency contacts. She added that she has seen this on the agency web sites, that it is an issue being addressed, and that one of the statistics on Heritage's web site states that for every one report of elderly neglect or abuse, 23 are not reported. Dohrmann stated that this makes her wonder about people who may be homebound who are immigrants or undocumented citizens, and what their needs may be. Dobyns stated how difficult this type of information might be to gather, asking Fruin if the Human Rights Commission would be a place to go for this. Fruin stated that there may be some contacts on the Human Rights Commission that would have some good insight. Another avenue may be the Center for Worker Justice as they work with a lot of the immigrant populations. Members continued to briefly discuss this issue and the possible needs of these populations. PUBLIC DISCUSSION (ITEMS NOT ON THE AGENDA): Michael Chan, 927 Oxen Lane, stated that he and his wife are members of the Johnson County Senior Center. Having lived in Iowa City since 1969, they have seen the many changes and growth in the city. He spoke of the international fame the city has and also how it has been on the forefront of senior centers since the Center's opening. Chan continued, stating that the Center is the perfect place for students and seniors to come together. The location, next to the parking ramp, and the handicap accessibility all contributes to make the building the perfect place. An example that Chan shared was of how the seniors at the Center have inspired a University of Iowa non-fiction writing student, who participated in the Center's activities for March, April, and May of this year. She noted the "grandeur of the stories the seniors tell" in a Press -Citizen article. Chan continued, sharing that their time at the Center is also a story that they want to be able to tell the next generation, and he urged that the present building be kept for the Senior Center, if at all possible. Ad Hoc Senior Services Committee July 21, 2014 Page 8 Mary Dusterhoft, 1421 Franklin St., stated that she is a Member of the Senior Center Membership Committee and they are working on obtaining signage in the parking ramp. She believes that some of the new signage is already up, and added that they have been working with the City to get more signage. Dusterhoff also stated that she resents the fact that apartment owners are going to be paying less property tax than she is, and that they make a lot of money off their apartment buildings. She noted that it is everyone's duty to pay taxes. Mary Gravitt, 2714 Wayne Ave. # 6, stated that after listening to their reports, she believes there is a lot of misreporting. She started playing an audio recording of the recent City Council meeting (July 15), noting that TIF is part of the problem here. In the recording, James Knapp is addressing the City Council regarding his request for information regarding TIF being granted for a Moen Group project. Honohan asked Chairman Younker if he could interrupt the recording, stating that he believes this issue is outside of this Committee's charge. (The audio was never finished) Gravitt stated that what this video is showing is how the City operates, that it is not about the Moen building. She stated that this is about a senior citizen who did his research on how the City works. Gravitt continued, stating that she is trying to show how the City cheats the citizens, and how this man in the video is talking about this very issue. Gravitt was asked to wrap up her time as her five minutes had elapsed. Gravitt stated that she would return later in the meeting to speak again. Mary Struxness spoke next to the Ad Hoc Committee. She stated that if they lose the Senior Center, their quality of life will be seriously impaired. Also, she added that if this building were to be converted into an office building, it's small enough that there would be no significant revenues from it. She stated that there are some contractors building some huge buildings currently in Iowa City, and she believes they could ask them to contribute funds to the City. Contributions such as this are tax deductible, which would be a win for the contractors. Honohan responded there is a rumor that the building is going to close and become office space. It is strictly a rumor that is unfounded and has no basis in fact as far as everything he has seen and been told and added that he would like to put that rumor to rest. Rose Hanson asked about some agencies that may qualify for federal help that are not even aware of this, and asked if there is a way to let these agencies know that they may qualify for some additional help. Larry Rogers, a resident of Ecumenical Towers, asked if the Visiting Nurses Association is part of the Ad Hoc's list and also Legal Aid. Mary Gravitt, 2714 Wayne Ave. # 6, stated that the supposed 'rumor' of the Center closing down came from Member Dobyns at the last meeting. Due to the City being an entitlement city, Gravitt noted that this is because entitlements come on the backs of the poor. She also asked about the tax on the electric bill, stating that this was to be for flood purposes. She questioned where this money is going now that the flood is over. Gravitt continued to express her displeasure about what people are saying, and what she is being told she can and cannot speak to. She then spoke to Elder Services and how they have two sets of rules there. She added that these agencies lie and lay off workers and have all kinds of sweetheart deals going on. 7wk FOIN rotw, I &I&IZA3111i11JN:11111IT, l=111lIZ[E&I3 None. Ad Hoc Senior Services Committee July 21, 2014 Page 9 TENTATIVE THREE MONTH MEETING SCHEDULE (first and third Monday of each month): Younker asked the Committee if they want to keep the July 30 meeting date or not. Cannon suggested they drop this meeting and just have their next meeting on August 4. Dohrmann agreed, as did Honohan. Several checked their calendars for the August 4t' meeting. Honohan stated that he would prefer to have the full slate of Members at each meeting. He asked that they keep the July 30 meeting and cancel the August 4 meeting. Honohan moved to keep the July 30th meeting and cancel the August 4th meeting, seconded by Cannon. Motion carried 7-0. July 30 — (special date) August 4 — meeting is cancelled August 18 September 3 September 24 ADJOURNMENT: Honohan moved to adjourn the meeting at 5:01 P.M., seconded by Webber. Motion carried 7-0. Ad Hoc Senior Services Committee July 21, 2014 Page 10 Ad Hoc Senior Services Committee ATTENDANCE RECORD 2014 X = Present O = Absent O/E = Absent/Excused NM = No meeting --- = Not a Member at this time TERM 0 0 0 0 0 0 NAME EXP. O N O N w 0 N 12/1/14 X X X X X X Joe Younker Jay 12/1/14 X X X X X X Honohan Mercedes 12/1/14 X X X X X X Bern -Klug Hiram 12/1/14 X X X X X X Richard Webber Ellen 12/1/14 X X X X X X Cannon Jane 12/1/14 X X X X X X Dohrmann Rick 1211/14 X X X X X X Dobyns X = Present O = Absent O/E = Absent/Excused NM = No meeting --- = Not a Member at this time S2 J July 24, 2014 TO: Ad Hoc Senior Services Committee FR: Mercedes Bern -Klug (based on phone interview with Jeff Kellbach, Pathways Executive Director) RE: Pathways Adult Day Health Center Pathways is the only program of Pentacrest, Inc (registered as a not-for-profit in Hiawatha, la). Pentacrest, Inc. is an affiliate of ABBE Inc. (a not-for-profit organization based in Hiawatha). Pathways Adult Day Health Center is located at 817 Pepperwood Lane on the east side of Iowa City. Their mission is to "provide a supportive therapeutic and social environment designed to offer opportunities for adults with challenges." Pathways strives to do three things: keep challenged adults independent and living within the community; reduce the overall cost of long-term care by offering an affordable alternative; and keep family units intact." The Adult Day Health Center began providing services in 1979 and was a County program until 1996 when it became known as Pathways. Clients can attend as few as I day a week up to daily Monday -Friday for either a half-day session (about $40 per half day) or a whole day session (about $60). This fee includes the cost of transportation (Pathways has a contract with Johnson County SEATS) and meals (breakfast, lunch, and a snack). Services available include: cognitively and physically stimulating programming (for example music, visual arts, culinary arts, community outings, computer activities, speakers, gardening, exercise, and more), assistance with personal cares including bathing and grooming, medication management, nursing services, assistance with exercise, and access to Physical, Occupational, and Speech Therapies. Pathways is the only Adult Day Health Center that focuses on services to older adults, in Iowa City and in Johnson County. Pathways maintains accreditation by The Commission on Accreditation of Rehabilitation Facilities (CARF) and is licensed by the Iowa Department of Inspections and Appeals. Clients: There are about 100 people who receive Adult Day Health Center services over the course of the year. About half have dementia. On any given day, about 35-40 clients attend. Pathways has the capacity to provide services to up to 55 clients. Different sources help pay for client services: Title 19/Medicaid waiver (Elderly, Brain Injury, Intellectual disabilities, AIDS/HIV, and Health and Disabilities waiver), the VAMC, and private pay. If a client needs services but cannot afford services and is not covered by Title 19, the person may be eligible for a reduced rate as low as $15 per day. Other support from various groups helps subsidize these reduced rates: Iowa City Aid to Agencies, United Way of Johnson and Washington Counties, Heritage Area Agency on Aging, and grants from religious and other groups. Staff: There are 8 full-time employees on site. The multi -disciplinary team includes a Director, Registered Nurse, Social Worker, Certified Nursing Assistants and support staff. Main expense categories: Personnel: $305,000 Operating Expenses: $282,000 Fundraising Expense: $9,000 Main sources of funding: Client Fees: $460,000 Fundraising: $68,000 Heritage Area Agency: $40,000 (used to pay for days of service for low income adults over the age of 60. United Way of Johnson County: $25,000 Three of the challenges Pathways faces: 1. Funds for low income clients who struggle to pay even the reduced rates. Assistance to pay the cost of 8 clients per year would be extremely helpful. 2. Staff turn -over, especially among certified nurse aids, who are in search of a livable wage in Iowa City. 3. Transportation assistance would be extremely beneficial as some participants are not able to attend as long as they would like due to there being no current availability for an earlier or later ride during the day. There are also some individuals that are unable to receive daily transportation. --end r -�h® CITY OF IOWA CITY MEW"MANDUM 6* . Date: July 25, 2014 To: Ad -Hoc Senior Services Committee From: Geoff Fruin, Assistant City Manager Re: 2013 State Property Tax Reform At your July 21, 2014 meeting you requested more information on the 2013 State of Iowa property tax reform legislation. City staff updated the City Council on this topic shortly after the legislation was approved. Attached is a memo from our Finance Director, Dennis Bockenstedt, from May of 2013 that explains the anticipated impact. Dennis will be available at your July 30, 2014 meeting to review this memo and answer any questions that you may have. TO UN TLA us] � 1 Date: May 29, 2013 To: Tom Markus, City Manager From: Dennis Bockenstedt, Director of Finance Re: State Property Tax Reform On May 22, 2013, the State of Iowa legislature passed a property tax reform bill (SF295) that will have a significant impact on the City's ability to finance services in the future. The property tax reform bill has multiple components; the specific provisions of bill SF295 that affect the City's ability to finance services are briefly explained below along with an estimate of the future financial impact to the City's operations. Exhibit 'A' is attached to provide a summary of the financial impact of the provisions of SF295 over the next ten years. Residential Assessment Limitation Summary: For each assessment year beginning January 2013 and thereafter, SF295 reduces the limit of taxable valuation growth from 4 percent to 3 percent or whichever is lowest of the agricultural and residential classes. The City will not receive any money from the State due to lost revenue from this provision. Financial Impact: The overall financial impact of this change will be significant overtime, however, less noticeable initially. The effect will be that the taxable percentage of residential property will increase at a slower pace. Without the change, the estimated taxable percentage of residential property would be 60.85% in assessment year 2022. With the provision in place, the estimated taxable percentage in year 2022 will be 55.11%, a reduction of 5.74%. With approximately $3.4 billion of assessed residential property, the impact on the City in fiscal year 2015 will be $306,121 in lost revenue which will grow to $4,177,423 in fiscal year 2024. The cumulative loss will be $20,772,185 over the next ten years. Commercial & Industrial Rollback Summary: Forvaluations at January 1, 2013, commercial and industrial property will be rolled back to 95 percent. For valuations at January 1, 2014, commercial and industrial property will be rolled back to 90 percent. Thereafter, the two classes will be taxed at 90 percent of their assessed value. The bill establishes a standing appropriation for the State to backfill losses to the City due to the commercial and industrial rollback beginning in Fiscal Year 2015 and then caps the amount at Fiscal Year 2017 levels. Financial Impact: The initial year's impact to the City will be negligible due the State's backfill of lost revenue. In 2003, however, the State of Iowa eliminated reimbursements to cities for backfills of personal property tax and industrial machinery and equipment property tax after similar promises. If the State was to do the same, the loss in property tax revenue is estimated to be $1,460,203 in fiscal year 2017. The cumulative reduction in commercial and industrial property taxes due to the percentage rollback is estimated to be $15,417,536 over the next ten years. The maximum reimbursement from the State would be $14,732,059. Multi -residential Property Summary: This provision establishes a multi -residential property classification that includes mobile home parks, manufactured home communities, land -leased communities, assisted living facilities and property primarily intended for human habitation containing three or more separate living quarters. Additionally, for buildings that are not otherwise classified as residential property, that portion of a building that is intended for human habitation can be classified as a multi -residential property, even if May 29, 2013 Page 2 human habitation is not the primary use of the building and regardless of the number of dwelling units. The following rollback percentages will be phased in over eight years, beginning in assessment year 2015 (fiscal year 2017). The projected loss will not be backfilled: • January 1,2015-86.25% • January 1,2016-82.50% • January 1,2017-78.75% • January 1,2018-75.00% • January 1,2019-71.25% • January 1, 2020-67.50% • January 1,2021-63.75% • January 1, 2022 and thereafter—same as residential property Financial Impact: The loss to the City in fiscal year 2017 is estimated to be $851,745. This will grow until reaching an estimated annual loss of $3,428,308 in fiscal year 2024. The total estimated cumulative loss will be $15,504,902 over the next ten years. None of this loss will be reimbursed by the State of Iowa. Telecommunications Property Taxation Summary: This provision provides partial exemption of property used by companies in the transaction of telegraph and telephone business that is on a graduated percentage scale based upon the value of the property. This is phased in, with half in assessment year 2013 (Fiscal Year 2015) and the remainder being added in assessment year 2014 (Fiscal Year 2016). The projected loss will not be backfilled. • 40 percent of the actual value of the property that exceeds $0 but does not exceed $20 million. • 35 percent of the actual value of the property that exceeds $20 million but does not exceed $55 million. 25 percent of the actual value of the property that exceeds $55 million but does not exceed $500 million. • 20 percent of the actual value of the property that exceeds $500 million. Financial Impact: There are not any good estimates on the financial impact of this provision due to the lack of information of the valuation being affected. In fiscal year 2013, the City's apportioned share of the telecommunication property taxes was $187,463. Due to the lack of a good estimate, this provision was not included in the attached exhibit. Summary The property tax reform bill, SF295, has been passed by the State legislature and will be applied to valuations as of January 1, 2013. The first budget year impacted will be fiscal year 2015. Property tax revenue will be reduced by an estimated $1,321,240 in fiscal year 2015 and by $2,662,737 in fiscal year 2016. The State of Iowa will back fill $1,015,119 in fiscal year 2015 and $2,035,314 in fiscal year 2016, however, the City should consider future contingency plans in the event the State discontinues funding for this backfill. Preparations for the fiscal year 2015 budget process will begin this summer. May 29, 2013 Page 3 Exhibit A (1) 3Y annual value growth (2) At current property tax rate Not Subject to State Backfill Subject to State Backfill Multi -Residential 3% Growth Com/Ind Com/Ind Com/Ind Total Property Properties (1) limit Rollback Total Rollback- Year 1 Rollback- Year 2 Total Tax Reduction FY15 $ - $ 306,121 $ - $ 306,121 $ 1,015,119 $ - $ 1,015,119 $ 1,321,240 FY16 - 627,423 - 627,423 1,017,657 1,017,657 2,035,314 2,662,737 FY17 851,745 982,915 - 1,834,660 730,102 730,102 1,460,203 3,294,863 FY18 1,116,560 1,350,772 3,651 2,470,982 730,102 730,102 1,460,203 3,931,186 FY19 1,396,497 1,757,911 50,443 3,204,852 730,102 730,102 1,460,203 4,665,055 FY20 1,692,226 2,177,375 54,219 3,923,821 730,102 730,102 1,460,203 5,384,024 FY21 2,004,442 2,638,952 109,644 4,753,038 730,102 730,102 1,460,203 6,213,242 FY22 2,333,868 3,115,578 113,569 5,563,014 730,102 730,102 1,460,203 7,023,218 FY23 2,681,255 3,637,715 174,931 6,493,902 730,102 730,102 1,460,203 7,954,105 FY24 3,428,308 4,177,423 179,019 7,784,750 730,102 730,102 1,460,203 9,244,954 Total $ 15,504,902 $20,772,185 $685,477 $36,962,564 $ 7,873,589 $ 6,858,470 $14,732,059 $ 51,694,623 (1) 3Y annual value growth (2) At current property tax rate r r.=��l�W'1 CITY j� /�O F IOWA � ) CITY � � M 1V Date: July 25, 2014 To: Ad -Hoc Senior Services Committee From: Geoff Fruin, Assistant City Manager Re: Federal Funding Trends (CDBG and HOME) and Prioritization of Needs At your July 21, 2014 meeting I indicated that the City expects our federal funding sources to continue to decline or become stagnate over the next several years. Specifically, I was referring to our CDBG and HOME funds from the federal Housing and Urban Development (HUD) agency. As a reminder, CDBG funds partially support our Aid to Agencies program that provides funding for social service agencies. HOME funds are targeted specifically for affordable housing needs in the community. Neither CDBG nor HOME funds are used to support the Senior Center on an annual basis. CDBG dollars have been used for building improvements at the Senior Center, but this type of funding does not occur regularly. Below is the City's annual allocation of both federal funding sources from FY 2003 through FY 2015: The funding amounts are determined based on annual allocations from Congress. Thus, it is very difficult for the City to predict future funding with any certainty. However, escalating fiscal challenges at the federal level and a 10+ year trend of steadily declining revenue leads us to believe that maintaining current funding levels is likely a best case scenario. It is more likely that the City will face a continual decline in revenues. CDBG HOME FY03 $ 950,000.00 $ 714,000.00 FY04 $ 826,000.00 $ 716,448.00 FY05 $ 804,000.00 $ 714,983.00 FY06 $ 760,075.00 $ 677,169.00 FY07 $ 680,249.00 $ 637,222.00 FY08 $ 677,006.00 $ 634,267.00 FY09 $ 651,005.00 $ 613,731.00 FY10 $ 667,273.00 $ 682,363.00 FY11 $ 722,192.00 $ 677,991.00 FY12 $ 603,944.00 $ 596,069.00 FY13 $ 639,218.00 $ 381,851.00 FY14 $ 596,122.00 $ 352,601.00 FY15 $ 600,387.00 $ 366,620.00 The funding amounts are determined based on annual allocations from Congress. Thus, it is very difficult for the City to predict future funding with any certainty. However, escalating fiscal challenges at the federal level and a 10+ year trend of steadily declining revenue leads us to believe that maintaining current funding levels is likely a best case scenario. It is more likely that the City will face a continual decline in revenues. July 25, 2014 Page 2 Distribution of federal funds is dependent on a five-year plan that determines the City's most critical needs. This type of plan assures the federal government that their funding is helping to address the most pressing issues facing the community. The FY 2015 funds were allocated based on the City STEPS plan. FY 2015 was the fifth and final year for this plan. City staff is currently working with a consultant to develop a new five year plan. At this time it is unknown how needs will be categorized and considered for prioritization. Much of that discussion will take place later this summer and into the fall. We hope to have the new plan adopted over the winter. I will keep the Commission abreast with information on opportunities to express opinion on community priorities. There will be both Housing and Community Development Commission meetings and City Council meetings where formal input will be sought. UW 1111,1111q� 111111111��Rljq jjjjp�, III �7- Request for revision to 7.21.14 minutes Page 3, paragraph 3 Dohrmann stated that there is a breakdown in the FY 2013 report from Elder Services (distributed) on page 10) showing funding but that it does not show specific percentages. Change to: funding sources Correction: Dohrmann stated that there is a breakdown in the FY 2013 report from Elder Services (distributed) on page 10) showing funding sources. PRp PUBLICA Nonprofit Explorer Research Tax -Exempt Organizations From http://pirojects.propublim.org/nonprofits. © Copyright 2013 Pro Publica Inc. ELDER SERVICES INC 1556 S IST AVE STE A, IOWA CITY, IA 52240-6035 1 TAX-EXEMPT SINCE JUNE 1963 EIN:42-1146533 Nonprofit Tax Code Designation: 601(c)(3) Defined as: Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals. Donations to this organization are tax deductible. More Resources: R GuideStar K National Center for Charitable Statistics Form 990 Returns, by Year The IRS Form 990 is an annual Information return that most organizations claiming federal tax-exempt status must file yearly. Read the IRS instructions for 990 forms. If this organization has filed an amended return, it will not be reflected in the data below. Note: Downloadable PDFs of the Form 990s are no longer available here. Public.resource.org has removed public access to them because of a dispute Involving unredacted social security numbers. Read more. FISCAL YEAR ENDINGJUNE Total Revenue $1f 343,370 ENDINUN ?®11 Form 990 Total Functional Expenses $1,309,945 Net income $33,425 Notable sources of revenue Every organization that has been recognized Contributions $454,986 Program services $874,212 Investment income $5,031 Bond proceeds $0 Royalties $0 Rental property income $0 Net fundraising $1,400 Sales of assets $0 Net inventory sales $0 Other revenue $7,741 Notable expenses subsections of the 501(c) section of the tax Executive compensation $69,716 Professional fundraising fees $0 Other salaries and wages $570,487 Other file a form 99OPF are also included. Total Assets $513,419 Total Liabilities $48,997 Net Assets $464,422 Percent of total revenue 33.9% 65.1% a Search the IRS 990 Filings Enter a nonprofit's name, keyword or city Examples: ProPublica, Research or Minneapolis Any State Any Category Any Type Advanced Search About This Data Nonprofit Explorer includes nonprofit tax return data released by the IRS starting in April 2013 for tax returns processed by the IRS during 2012 and 2013. This generally consists of filings for the 2011 and 2012 fiscal years, but may Include older records. The IRS data release includes only a subset of what can be found in the full Form Eggs. Wherever possible, we've linked to PDFs of the full 990 for each organization, some going back ten years, collected at public.resource.org. Which Organizations Are Here? 0.4°% Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have 0.1% to file form 990-F2. Organizations making less than $50,000 don't have to file either form but do have to let the IRS they're still in 0.6% business via an "e -Postcard" Nonprofit Explorer has organizations Percent of total expenses claiming tax exemption in each of the 27 5.3% subsections of the 501(c) section of the tax code, and which have filed a Farm 990, 43.6°% Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 99OPF are also included. Types of Nonprofits There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list n FISCAL YEAR -1 '] How to Research Tax -Exempt ENDING JUNE Total Revenue $1,292,790 Organizations Heritage Area Agency on Aging The HAAA is funded through many sources including the Older Americans Act funding from the Administration on Aging, state funding through the Iowa Department on Aging, grants, and private donations to the Older Iowans Fund endowment. Biannually, the Heritage Area Agency on Aging requests funding applications from local service providers for services to persons age 60+ in the Heritage service area with an annual update. The Program, Planning and Budget committee of the Heritage Agency Advisory Council reviews the applications and makes their recommendations to the Heritage Agency Advisory Council. Upon approval by the Heritage Agency Advisory Council, Kirkwood Community College Board of Trustees considers and submits the annual application to the Iowa Department on Aging (the state unit on aging). Heritage funds approximately 15 agencies throughout the seven county region through a subcontractual relationship Some of the services and/or programs Heritage currently funds are: • Adult Day Health Services • Assisted Transportation • Case Management (Elderly Waiver & Non -Waiver) • Chore • Elder Abuse Intervention • Information & Assistance • Legal Assistance • Legal Education • Mental Health Outreach • Nutrition - Congregate Dining and Home Delivered Meals • Nutrition Counseling • Respite • Family Caregiver Respite • Transportation • Options Counseling July 1, 2013 began the first year or the two year (FY14-1 S) funding cycle. In addition, AAAA has established an Older Iowans Fund in conjunction with the Kirkwood Community College Foundation, This Older Iowans Fund works to offset declining federal and state support for elderly programs and services. *HAAA spends over 94% of all funds on Services Johnson County Livable Community Budgetary support is provided by the Board of Supervisors, and fiscal agent tasks are administered by Johnson County Social Services. Private gifts to JCLC are accepted through Charitable Giving and Endowment accounts at the Community Foundation of Johnson County. Posted Budget Report (as of June 30, 2012) Revenue Johnson County ...................................$17,000.00 Contributions ................................. .......... 5,635.00 Community Foundation Grant .................1,100.00 TOTAL REVENUE ...............................$23,735.00 Expenditures Aging Specialist subcontract ...............$11,916.66 Travel..........................................................391.80 Website/domain hosting ...............................20.00 Annual meeting ...........................................138.20 Action teams/committee ...........................1475.84 Website redesign ......................................3605.75 TOTAL EXPENSES ............................ $17,548.25 Community Foundation Account Balances Community Foundation Charitable Giving Fund...............................$11,114 Community Foundation Endowment Fund .......................................$ 1,050 Report on Shelter House Requests and Funding from Iowa City FY13 request FY13 actual FY14 request FY14 actual FY15 request FY15 actual $40,000 $36,500 $64,500 $32,525 $64,500 $45,000 Distributed 7/30 meeting — Dobyns Organizational Overview: MECCA provides a wide range of substance abuse services including Prevention, Outpatient and Residential Treatment, Detoxification, Half -way House Services, Transitional Housing and Continuing Care. Mission Statement: Dedicated to the possibilities of change and committed to enhancing quality of life through accessible behavioral health services. Treatment Philosophy All clients will be treated with dignity and respect at all times: MECCA believes in the potential of individuals, honoring their strengths and experience MECCA recognizes the ambivalence of humans to change and will be respectful of that ambivalence MECCA appreciates the difficulty in asking for assistance and will provide easy access to services MECCA recognizes the ongoing and chronic nature of substance abuse and will assist individuals/families throughout their lifetime, regardless of recovery status Approximately 3% of clients seen at MECCA are over age 60. Barriers: Financial: Medicare payments for counseling services are restricted to licensed counselors, while the majority of substance abuse providers in the safety network of providers are certified. This is changing over time, but a lack of licensed counselors with specialty training in addictions services is a concern in the addiction field. Accessibility: If we consider three dimensions of accessibility outlined in a SAMSHA literature review; personal accessibility, comprehensive services, and quantitative adequacy, we find little encouragement for elderly access to substance abuse treatment services. Personal accessibility includes defined points of entry (only 4% of Iowa substance abuse providers report offering a specialty program to seniors), comprehensive services refers to a range of services to address the complex medical and emotional services needed to impact a person's health, and quantitative adequacy refers to the supply of comprehensive services the available workforce. Isolation: Elderly tend to be more isolated from family and friends compared to other clients in substance abuse treatment because it is "normal" or easy to understand that they are not involved in work, volunteer, or other activities outside the home. Non elderly clients who struggle with substance abuse come to the attention of employers, family, and friends when their use of alcohol results in problem behaviors that are noticed by employers, law enforcement, etc. A prevention specialist from MECCA has met with the staff at the Senior Center this Spring to offer them substance abuse prevention services. Senior Center Staff identified that alcohol is a concern as they do have a very small percentage of patrons who drink heavily. They also have concerns for proper prescription medication use and disposal. After speaking with the Activities Coordinator and the Community Outreach Specialist at the Johnson County Senior Center, we identified several barriers to service. First, many seniors are not aware of the services that exist. And if they are aware, they are concerned about the financial aspect of receiving services. For the seniors that are homebound, transportation to receive services may be challenging. Additionally, staff members agreed that it is difficult for them to approach or raise discussion with seniors they feel may have a problem, because they do not feel it is their place, they are elders, etc. The prevention measures we agreed to incorporate are bi-weekly booths at the center during busy times to provide information on substance abuse services. This booth would also serve as problem identification and referral for problem gambling. Additionally, an 8 week senior life skills/alternative activities group will be offered every quarter beginning in September, 2014. Distributed 7/30 meeting e Dobyns / Response to request for Information Services to individuals over 60 years of age I -low would access to increased local funding impact service delivery Snapshot: • 501(c)3 not-for-profit organization providing mental health services to the Johnson County Iowa since 1969. • Staff of 50 including 3 psychiatrists ,an ARNP, 3 registered nursed, 7 licensed therapist, 5 community support counselors • In FYI 4, 2612 individuals were served. • In FYI 1, 26,442 face-to-face visits were accommodated. • Individuals of all ages from small children to senior citizens are served. • CMHC is the primary provider of mental health services for Johnson County residents who are eligible for Title 19, Medicare, Medicaid and Johnson County MH/DS funding. 9 70% of CMHC clients have an annual income of less than $15,000. • CMHC is located in 4 buildings. Two are over 100 years old, including the 507 E College St building. • The Community Mental Health Center for Mid -Eastern Iowa (CMHC) was established in 1969. Now in our 45th year, we provide outpatient mental health services including psychotherapy, psychiatry, supported community living, play therapy, homeless outreach, school liaison, and urgent care services to over 2,600 people per year. CMHC is dedicated to improving lives through high quality, accessible mental health services and to promoting awareness of mental health issues in the community. Because of their lack of funding sources or the severity of their illnesses, our clients often have nowhere else to go to receive their mental health services. Our service area encompasses Johnson, Iowa, and Cedar counties in Iowa. Individual Served over 45 years of age Number of Clients 45-50 230 51-60 389 61-70 147 71-80 33 81 and above 7 % of Total served 11.27% 19.06% 7.20% 1.62% 0.34% 7-30-14 1 How would access to local funds impact services to those A 60 Response to request for Information Services to individuals over 60 years of age How would access to increased local funding impact service delivery Will increased access to local funding increase services to individuals over 60 years of age? • Clearly this age group will make up a greater portion of our population served in the near future • A significant funding source for this population is Medicaid which will pay for the 'face to face' services we provide; psychiatric care and psychotherapy. • Healthcare is evolving and is focusing on promoting wellness in addition treating illness. • Traditional funding sources are struggling to keep up with this transition • Increased access to local funding could support: o Covering co -pays for traditional services which can present barriers to accessing care o Supporting care coordination services ranging from medication education, patient education regarding wellness and health promotion, transportation and supportive services provided in group formats. o Staff training to improve and enhance skills/knowledge in serving individuals over age 60. 7-30-14 1 How would access to local funds impact services to those ^ 60 L UNIVERSITYCIF IOWA HEALTH CARE May 12, 2014 Dear Friends and Members of UI LEAP, A. -m- 441-0 �I3e/// University of Iowa Center on Aging 2159 {Vestlawn Iowa City, Iowa 52242-1100 319-335-6576 Tel 319-353-4614 Fox wt»e cen teronag ing. a i cora. ed n With deep personal disappointment, I'm writing to let you know that we are terminating the UI LEAP community lifelong learning program at the end of June, 2014. The reasons for this include pending reorganization of our UI Center on Aging and the overal lack of funds to support our activities. It's possible that this hiatus will be temporary, but because of great uncertainties, the program must be closed until further notice. We have very much appreciated your interest and participation. If you have deposited money for your membership or tuition for courses that didn't occur, we will return those funds to you; we are in the process of making those arrangements now. We will send you a check or process a refund to your creditcard, if that is how you originally paid. If you feel that the amount is incorrect, please contact us immediately. Thanks again for your participation and engagement. Nicholas Rudzianski Program Assistant University of Iowa Center on Aging 2126 Westlawn Iowa City, IA 52242 Telephone: (319) 335-9733 Barbara Reasner Executive Secretary University of Iowa Center on Aging 2159 Westlawn Iowa City, IA 52242 Telephone: (319) 335-6576 The Bernard ®skier Foundation The Bernard Osher Foundation, headquartered in San Francisco, was founded in 1977 by Bernard Osher, a respected businessman and community leader. The Foundation seeks to improve quality of life through support for higher education and the arts The Foundation provides post -secondary scholarship funding to colleges and universities across the nation, with special attention to reentry students. It also benefits programs in integrative medicine in the United States and Sweden, including centers at the University of California, San Francisco; Harvard Medical School and Brigham and Women's Hospital in Boston; and the Karolinska Institute in Stockholm. In addition, the Foundation supports a national lifelong learning network for seasoned adults. The Osher Lifelong Learning Institutes, operating on the campuses of 118 institutions of higher education from Maine to Hawaii and Alaska, have a National Resource Center at the University of Southern Maine. Finally, an array of performing arts organizations, museums, and selected educational programs in Northern California and in Mr. Osher's native state of Maine receive Foundation grants. The Foundation has a nine -member Board of Directors which is chaired by the Honorable Barbro Osher, Consul General of Sweden in California. For further information: Ms. Jeanie Hirokane, Corporate Secretary and Executive Administrator The Bernard Osher Foundation One Ferry Building, Suite 255 San Francisco, CA 94111 Tel. (415) 861-5587 Fax (415) 677-5972 Email 03her Scholars and Fellows Program The Osher Scholars and Fellows Program provides scholarship support for students of academic promise and financial need matriculating at colleges and universities principally in Northern California and the State of Maine. ®slier Ifeentry Scholarship Pr•ograrn_ The Osher Reentry Scholarship Program provides scholarship support for students pursuing the first baccalaureate degree after a significant break in their studies. At present, there are 90 universities and colleges in 50 states participating in this program. ®-Sher Lifelong Learning Institutes Pr ooram The Osher Lifelong Learning Institutes are found on the campuses of 117 colleges and universities from Maine to Hawaii and Alaska. Each provides a distinctive array of non- credit courses and activities specifically developed for seasoned adults aged 50 or older who are interested in learning for the joy of learning. Osher Integrative Medicine Program There are three integrative medicine programs receiving Osher support. They are found at the University of California, San Francisco; Harvard University with a clinical center at Brigham and Women's Hospital; and the Karolinska Institute in Sweden. The programs feature research, education, and clinical care in integrative medicine, also known as IN complementary or alternative medicine. The Foundation also supports a career development award program for complementary and alternative medicine practitioners through the National Institutes of Health. Local Arts and Educational Pro -rams An array of arts and educational programs in The Greater San Francisco Bay Area (California) and in the State of Maine also receive support from the Foundation. This is the only program within the Foundation that receives unsolicited letters of interest. Osher Initiative for California Comm unit College -Stu ollege Students This initiative, launched in 2008, aimed to provide up to $100 million in endowed funds to support scholarship programs dedicated to California's Community College students. An initial gift of $25 million, along with an additional pledge of $25 million in matching funds, became incorporated as the California Community Colleges Scholarship Endowment. The match on a 2:1 basis supplied an impetus for the Foundation for California Community Colleges (FCCC) to raise $50 million on or before June 30, 2011 to trigger the full $25 million Osher Foundation matching fund. Further, $20 million non-binding commitment was included in the original Osher Initiative to endow scholarship support for transfer students from California Community Colleges to UC and CSU campuses that did not have other Osher scholarship programs (either "traditional" or reentry scholarships). At this time, the Osher Foundation is contemplating providing endowment funds to four UC campuses and 17 CSU campuses in 2012. ®she° Lifelong Learning Institutes In the fall of 2000, the Foundation began to consider programs targeted toward more mature students, not necessarily well served by the standard continuing education curriculum. Courses in such programs attract students of all ages eager to accumulate units to complete degrees or to acquire career skills. By contrast, the interest of older adults, many of whom are at retirement age, is in learning for the joy of learning — without examinations or grades. The Foundation was fortunate to have two immediate examples of lifelong learning programs from which to learn. One was the Fromm Institute of Lifelong Learning at the University of San Francisco; the second was Senior College at the University of Southern Maine. First Grants In early 2001, an endowment grant was given to the University of Southern Maine to improve and extend its excellent programs, and the name "Senior College" was changed to "Osher Lifelong Learning Institute." Shortly after, Sonoma State University, a member of the California State University (CSU) system became a grantee. Both programs progressed admirably, and the Foundation decided to join the "lifelong learning" field in a significant fashion. National Expansion Beginning in the fall of 2002, the Foundation issued Requests for Proposals to campuses in the California State University and University of California system. Grants of $100,000 were made on the understanding that, once a lifelong learning institute was launched, the Foundation would consider the renewal of the grant for two or more years with a view to providing an endowment gift of no less than $1 million should the institute demonstrate potential for success and sustainability. At present, the Foundation supports 118 lifelong learning programs on university and college campuses across the country, with at least one grantee in each of the 50 states (plus the District of Columbia). The Foundation also supports a National Resource Center for the Institutes, which is located at the University of Southern Maine. Current Program There is considerable variation among the Osher Institutes but the common threads remain: Non-credit educational programs specifically developed for seasoned adults who are aged 50 and older; university connection and university support; robust volunteer leadership and sound organizational structure; and a diverse repertoire of intellectually stimulating courses. The designation of each grantee as "The Osher Lifelong Learning Institute at the University of X" is a condition of the Foundation's grant -making as is the use of a logo which consists of a simple circle with the words "Osher Lifelong Learning Institute" arranged within. I ®skier Lifelong Learning Institutes List of Institutes Aquinas College* Auburn University* American University* Arizona State University* Berkshire Community College'- Boise ollege*Boise State University* Bradley University* Brandeis University* Carnegie Mellon* Casper College* Clemson University* Coastal Carolina University* Colorado State University* CSU Channel Islands* CSU Chico* CSU Dominguez Hills* CSU East Bay* CSU Fresno* CSU Fullerton* CSU Long Beach* CSU Monterey Bay* CSU San Bernardino* CSU San Marcos* Dartmouth College Dominican University* Duke University* Eckerd College* Emory University* Florida International University* Florida State University* Furman University* George Mason University* Granite State College* Hampton University* Humboldt State University* Indiana State University* Iowa State University* Johns Hopkins University* Kennesaw State University* Louisiana State University* North Carolina State University Northwestem University* Oklahoma State University* The Pennsylvania State University* Rochester Institute of Technology* Rutgers University* Saginaw Valley State University* San Diego State University San Francisco State University* Santa Clara University* Sierra College* Sonoma State University* Southern Oregon University* Stony Brook State University of New York* Temple University* Texas Tech University* Towson University* Tufts University* UC Berkeley* UC Davis* UC Irvine* UC Los Angeles* UC Riverside* UC San Diego* UC Santa Cruz* University of Alabama in Huntsville* 11 University of Alabama in Tuscaloosa* University of Alaska at Fairbanks* University of Arizona* University of Arkansas* University of Cincinnati* University of Connecticut* University of Dayton* University of Delaware* University of Denver* University of Georgia* University of Hawaii at Manoa* University of Illinois* University of Kansas* University of Kentucky* University of Maryland University of Massachusetts —Boston* University of Miami University of Michigan* University of Minnesota* University of Missouri — Columbia* University of Montana* University of Nebraska* University of Nevada, Las Vegas* 12 University of Nevada, Reno* University of New Mexico* University of North Carolina, Asheville University of North Carolina, Wilmington* University of North Dakota* University of North Florida* University of Oklahoma* University of Oregon* University of Pittsburgh* University of Rhode Island* University of Richmond* University of South Carolina Beaufort* University of South Dakota, University Center* University of South Florida* University of Southern Maine* University of Southern Mississippi* University of Texas at Austin* University of Texas at El Paso* University of Texas Medical Branch at Galveston* University of the Pacific* University of Utah* University of Vermont* University of Virginia* 13 University of Washington* University of Wisconsin, Milwaukee* Vanderbilt University* Western Michigan University West Virginia University* Widener University* Yavapai College* *Endowed program