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HomeMy WebLinkAbout1984-12-04 Info PacketCITY OF IOW;' CITY CHIC CENTER 410 E. WASHNGTON ST. IOWA CITY, IOWA 52240 (319)356-500C) November 21, 1984 Charter Review Commission Civic Center 410 E. Washington St. Iowa City, Iowa 52240 Attn: Mr. John R. Balmer, Chairperson i Charter Review Commission Dear Charter Review Commission Members: It is my understanding that you have reviewed the process for nomination and election of City Council members and are considering whether it i would be desirable to elect district Council members by district. I The original Charter Commission very carefully constructed the charter so that there would be a balance between City-wide representation and neighborhood interests. This system has functioned well since the inception of the charter. It has provided a broad spectrum of community interests together with a diversity of opinions on the City Council. The City Council has been responsive to area interests partly as a result of the district nomination process. As the system is working well and serves the purpose for which it was originally crafted by the Charter Commission, I believe it would be unwise to change the system. There just does not seem to be any reason for fixing something that is not broken. The system is serving the City effectively and I fully expect it will continue to do so in the future. Your support of the existing nomina- tion and election system for City Council members will be appreciated. Sincerely yours, John McDonald Mayor /sp 073/.2- City of Iowa City - MEMORANDUM Date: November 26, 1984 To: City Council From: City Manager 1—'_ Re: Civic Center Expansion Some weeks ago the City Manager met with members of the Unitarian Univer- salist Society to discuss the proposed preliminary plans for expansion of the Civic Center. The members were exceedingly concerned about the adverse impact which the proposed plans would have upon the Unitarian building. Based on the discussion it was agreed that the Society would appoint three members of the group who would work with the staff coordinating committee to develop revised plans which would minimize any adverse impact upon the Unitarian building and also meet City functional and financial needs. The Unitarian representatives and the staff committee jointly will develop some revised alternatives for City Council consideration. Neumann/Monson Architects have completed their responsibilities under the earlier planning contract. Therefore I plan to have Neumann/Monson work with us on an hourly basis. If the Council has no objection to this plan, this joint effort will proceed so that revised suggestions are available for the City Council at the earliest possible opportunity. /sp cc: Fritz Hudson Staff Committee 073/3 City of Iowa City MEMORANDUM DATE: November 30, 1984 TO: City Council // FROM: City Manager/v �'�-� / RE: Survey of University Communities Enclosed is a survey of university communities prepared by the City of Newark, Delaware, in cooperation with the National League of Cities. Iowa City participated in the survey and in several instances I have inserted the Iowa City figures in the narrative. I am sure you will find the results interesting. a3�s� TOWN AND/ VERSUS GOWN ASURVEY OF UNIVERSITY COMMUNITIES CITY OF NEWARK,DELAWARE WILLIAM M. REDD JR. MAYOR ROY H.LOPATA,PLANNING DIRECTOR DIANNE W.CASEY,ASSOCIATE PLANNER OCTOBER,1984 City of Newark Delaware CITY A N I Mayor: William M. Redd, Jr. Council: John R. Suchanec Louise Brothers Betty L. Hutchinson Orville A. Clark Ronald L. Gardner Olan R. Thomas City Manager: Peter S. Marshall This report was prepared by: William M. Redd, Jr., Mayor Roy H. Lopata, Planning Director Dianne W. Casey, Associate Planner with the assistance of: Nary Poster Conway, Newark Planning Secretary Nancy Mintor, National League of Cities . - 1 Page I. Foreword Police l Table I. Responding Cities 3-4 II. Demographics of the Sample Cities 5 Table II. Demographic Profiles 5-7 III. Municipal Services and Revenues 8 Table III. A. Fair Share Payments 8-9 Table III. B. Local Revenue Sources 11 Table III. C. Percent of Revenue from Individual 12 VIII. Sources 23 Table III. D. Percent of Cities Whose States 13 Recognize Problems Associated With Universities IV. Police 15 Table IV. Police Force: Size G Cost 15 V. Public Transit 16 Table V. Public Transit, Univ. Transit, Cooperation 16 VI. Economic Development 18 Table VI. Economic Development 18 VII. Major Town/Gown Problems 20 Table VII. Major Town/Gown Problems 20 VIII. Summary 23 Table VIII. Relations Good or Improving 23 a.3/�1 1.41093.7:s'tTAI Historically, the problems of urban America have generated considerable attention, but little material has been gathered concerning the specific issues associated with university commu— nities. In order to gather such material and begin developing a university and college town information network, the City of Newark, Delaware in 1979, in conjunction with the National League of Cities, conducted a survey of university communities across the United States. Questionnaires were sent to 81 cities and in 1980 a report was published which summarized the responses of the 40 cities that returned the forms. This year, in order to further expand the 1979 data base, the City of Newark, again with the assistance of the National League of Cities, conducted a follow-up survey. In this case, 139 cities were sent a somewhat revised and.expanded survey, and 56 cities replied (a 408 response). The 1984 survey results which follow make it possible to ascertain trends in university/municipal relations over the five year period since the last survey. This year's sample included all cities that had responded to our 1979 survey, other cities associated with the University Communities Caucus of the National League of Cities, and several additional communities chosen to provide geographical balance. 1 0?3/�1 Very large cities were not included because, while they often include many colleges and universities, their politics, history and development are clearly less dependent or related to these institutions than are those of smaller localities. This report of our 1984 survey will include information concerning the following: 1. A demographic profile of the cities surveyed. 2. Services provided by municipalities and how they are financed. 3. Major municipal revenue sources. 4. Police expenditures and size of force. 5. Problems associated with university presence. 6. Successful joint university/city ventures. While our survey sample size remains small, we believe that the questionnaire responses provide an excellent, albeit impression- istic, overview of the current state of municipal -university relations. 2 a3/�4 a3/�- Table I - Responding Cities City Univ, Ponu. 1. Albion, Michigan Albion College 11,059 2. Amherst, Mass. U. Mass./Amherst 33,210 3. Annapolis, Md. St. John's University 37,127 U.S. Naval Academy 4. Austin, Texas Univ. of Texas at Austin 396,440 5 Blacksburg, Virginia Virginia Tech 30,638 6. Billings, Montana Eastern Montana College 67,000 7. Boca Raton, Florida Florida Atlantic Univ. 59,168 8. Boone, North Carolina Appalachian State Univ. 13,600 9. Bowling Green, Ohio Bowling Green St. Univ. 25,855 10. Bozeman, Montana Montana State Univ. 22,727 11. Cape Girardeau, Mo. S.E. Missouri State Univ. 37,378 12. Carbondale, Illinois S. Illinois Univ. - Carbondale 26,414 13. Charlottesville, Va. University of Virginia 40,000 14. Columbia, Missouri Univ. of Missouri, Columbia 63,305 15. Coral Gables, Florida University of Miami 53,000 16. Deland, Florida Stetson University 18,000 Daytona Beach Community College 17. Duluth, Minnesota Univ. of Minn., Duluth 92,811 18. Durango, Colorado Fort Lewis College 14,967 19. East Lansing, Michigan Michigan State University 48,000 20. Evanston, Illinois Northwestern University 73,706 21: Fort Collins, Colorado Colorado State University 78,610 22. Fresno, California Calif. Sate Univ. Fresno 264,000 23. Gainesville, Florida Univ. of Florida 81,000 24. Greeley, Colorado U. of Northern Colorado 55,977 25. Greensboro, N. Carolina Univ. of N. Carolina 156,000 North Carolina A. S T. 26. Greenville, S. Carolina Greenville Tech 58,242 Bob Jones University 27. Iowa City, Iowa University of Iowa 50,508 28. Irvine, California Univ. of Calif., Irvine 76,010 29. Jacksonville, Alabama Jacksonville St. Univ. 10,000 30. Lawrence, Kansas University of Kansas 54,307 31. Logan, Utah Utah State University 34,500 32. Lynchburg, Virginia Central Va. Commu. College 66,743 Lynchburg College 33. Mankato, Minnesota Mankato State University 28,000 34. Mansfield, Connecticut University of Connecticut 20,740 35. Newark, Delaware Univeristy of Delaware 25,274 36. New Rochelle, New York Iona College 72,000 College of New Rochelle 37. Norfolk, Virginia Norfolk State Univ. 266,979 Old Dominion Univ. 38. Northfield, Minnesota St. Olaf College 13,000 Carleton College 39. Omaha, Nebraska Univ. of Nebraska at Omaha 330,075 40. Orono, Maine Univ. of Maine at Orono 10,578 a3/�- 41. Pittsburg, Kansas 42. Pocatello, Idaho 43. Pullman, Washington 44. Raleigh, N. Carolina 45. Reno, Nevada 46. River Falls, Wisconsin 47. Riverside, California 48. St. Cloud, Minnesota 49. San Luis Obispo, Ca. 50. Springfield, Missouri 51. State College, Pa. 52. Teaneck, New Jersey 53. Tempe, Arizona 54. Tucson, Arizona 55. Wake Forest, N. Carolina 56. Yellow Springs, Ohio Pittsburg State Univ. 19,706 Idaho State University 46,494 Washington State Univ. 23,000 N. Carolina St. Univ. 172,198 Univ. of Nevada, Reno 110,100 Univ. of Wisconsin at River 15,000 Falls Univ. of Calif., Riverside 179,709 St. Cloud State University 42,566 Ca. Polytechnic St. Univ. 36,420 University of Missouri 133,000 Pa. State University 37,274 Fairleigh Dickinson Univ. 39,007 Arizona State Univ. 140,000 Univ. of Arizona '369,780 S.E. Baptist Theological 4,000 Seminary Antioch College 4,077 a.7 II. Demographics of the SampIp CitjPA ' Officials and staffs of university communities may find it helpful to compare their cities with others of similar size in the survey. To facilitate such comparisons, cities were grouped in the following four population categories: under 25,000; 2500 to 49,999; 50,000 to 99,000; and over 100,000. Profiles of the responding cities follow: Table II - Demographic Profiles Cities with less than 29,000 Cities Population in Sample 14 Average Population 14,318 Average i of students 7,664 Average 1 of students in Dorms 3,297 Average Dwelling Units 4,269 Average Single Family Units 2,897 Average Multi -family Units 1,481 Vacancy Rate 4.788 Per Cent Rental Units 25.329 Cities with 25.000 - 49,999 Population Cities in Sample 16 Average Population 33,187 Average t of Students 15,708 Average 4 of Students in Dorms 6,296 Average Dwelling Units 11,926 Average Single-family Units 7,096 Average Multi -family Units 4,570 Vacancy Rate 3.92% Per Cent Rental 47.149 5 0?31fz Cities with 50,000 - 99.999 PoRulation Cities in Sample 15 Average Population 66,826 Average # of Students 15,844 Average # of Students in Dorms 3,976 Average Dwelling Units 25,626 Average Single -family Units 15,563 Average Multi-family Units 9,439 Vacancy Rate 4,26% Per Cent Rental Units 42,5% S G - S Z.$ %,p cities Cities over 100.000 Poput-tion in Sample 11 Average Population 247,698 Average # of Students 24,589 Average # of Students in Dorms 4,759 Average Dwelling Units 71,239 Average Single-family Units 37,643 Average i Multi -family Units 34,000 Vacancy Rate 7,3% Percent Rental Units 49.1% 6 All Cities Cities in Sample 56 Average Population 79,616 Average t of Students 15,478 Average t of Students in Dorms 4,623 Average Dwelling Units 25,332 Average Single-family Units 14,315 Average Multi -family Units 10,883 Vacancy Rate 4.9% Percent Rental Units 40.88 These charts reveal several characteristics of the cities in our sample: *The larger the overall population, the smaller the per- centage of students. *All three categories of cities of under 100,000 population had vacancy rates that averaged less than 58; cities of over 100,000 averaged 7.38. *In all three categories of over 25,000, the average proportion of rental units exceeded 408 of the available housing units; cities of under 25,000 averaged only 25.38. 7 d2lx III. Municipal &U s -nd R. nn s One of the most troublesome university -city issues stems from the impact of tax-exempt property upon municipal finances. Furthermore, municipalities are often the sole source of, or are obligated to provide, services on campus without any corresponding payment. Table III -A below contains the responses of the cities surveyed when they were asked to evaluate whether they received fair payment for the individual municipal services they provide: III. -A. FairFair &hate Pn n s City with loss than S n00 Pei+1a ien I SPrv1r.CZ_pXDMj&jjjd Fair Sharp fY s1 Police 71.48 37.58 Fire 78.68 37.58 j Water 64.38 100.08 Sewer 92.98 91.68 Refuse 14.38 100.08 Electric 21.48 100.08 Cities with 25,000 49,999 o pita ion Services Provid d Fair Share a sl Police 68.78 OB Fire 87.58 508 Water 68.78 83.38 Sewer 81.28 75.08 Refuse 25.08 25.08 Electric 31.28 100.08 8 Cities with Police 50.000 - 99.999 s rvi- s Provided 80.08 Population Fair Share (Yes) 37.58 Fire 93.08 36.48 Water 60.08 100.08 Sewer 60.08 100.08 Refuse 33.38 100.08 Electric Cities with 13.39 over 100.000 Population 100.08 Police Services Provided 81.88 pair Share (Yea) 44.48 Fire 100.08 30.08 Water 81.88 100.08 Sewer 72.78 100.08 Refuse 18.218 100.08 Electric 36.48 Cities 100.0% Police All s rvi- s Providjad 75.08 Fair shay (Yea) 40.68 Fire 89.38 38.58 Water 67.89 96.98 Sewer 76.8 91.68 Refuse 23.28 76.98 Electric 25.08 100.08 In general, the responses to the survey concerning municipal 9 ,?3/x services indicated that for quantitative services (water, refuse, electric•and sewer), direct payment most often takes place. As Table III -A shows, most communities indicated that the university does pay its fair share for these services. Problems arise, however, with satisfactory cost recovery for the provision of police and fire protection, which is usually provided on an as needed basis. Payment is sometimes governed by a mutual aid agreement which provides for a negotiated annual fee, but most often the city receives no payment for the services rendered. Fair share responses indicated the least municipal satisfaction with this arrangement. Situations do exist where the absence of monetary reimbursement for city services causes no problem. For instance, Yellow Springs, Ohio reportsthat city -supplied services (police, electric, water, sewer, street maintenance and parks and recreation). to Antioch College represent a 'fair trade' because city residents have use of the college facilities (libraries, sports) at no cost. Boca Raton, Florida, indicated that the city has the ability to assess the university for franchise and utility fees, but has chosen not to. The response from Springfield, Missouri states that, although the university does not pay for city services, it "creates" economic growth which benefits the city as a whole. In such cases, a mutually agreeable arrange- ment for the delivery of city services to a university does not necessarily depend upon cash payments. Table III -B (below) indicates the percentage of cities in each population category that receive revenue from the various municipal sources. It shows that the municipal property tax is the revenue source common to all cities surveyed (100%) followed by utility profits (77.88), sales tax (70.1%) and state supplement (66.7%). Wage/income tax (8.98) and university subvention (9.68) were the sources of revenue that were less common to the surveyed group as a whole. Larger cities (those with populations over 50,000) utilize special taxation and licensing (liquor, entertainment, sporting events) more often than smaller cities, while smaller cities rely to a greater degree on revenue generated from more conventional sources -- property, sales and income taxes, utility.profits and state supplements. III.B. Local R v ni+n AnUrCeS Cities Revenue less than 25,000 50,000 Over All so,rep 25.000 49,932 29.999 100.000 Citips Property Tax 100% 100% 100% 100% 100% Sales Tax 42.9% 64.3% 73.3% 100% 70.1% Wage Tax 14.38 21.4% . 0 0 8.98 Liquor Tax 14.3% 25.0% 23.1% 36.4% 25.6% Entertainment Tax 14.3% 62.5% 15.4% 18.2% 13.0% Sporting Events 14.3% 0 30.8% 27.3% 18.7% Tax Utilities 64.3% 85.7% 87.5% 72.7% 77.8% Univ. Subvent. 7.1% 31.2% 0 0 9.6% State Supplmt. 57.1% 71.4% 84.6% 54.6% 66.9% The questionnaire asked cities to indicate what proportion of their incomes came from each of the principal sources. 11 a.3 /,4-/ Since responses to this inquiry were not uniform or complete percentages are not additive. For example, Tables III -C and D indicate that the 42.9% of cities of under 25,000 population which have a sales tax derive 10.8% of their revenue from this source. This is not, of course, an average figure for all cities of less than 25,000 since 57.1% of them have no sales tax. Since similar conditions prevail throughout the table, averages for the "All Cities' section would be meaningless and have not been calculated. In summary, our survey shows the following results for each population grouping: III.C. Percent of Reypnue from Individual Sources Portion of Cities Total Revenue er Fr Dived om less than 25.999 T G 50,000 4999.999 Over 100.000 Property Tax 248 25.98 q2-%25.75% 16.9% Sales Tax 10.8% 20.8% o 1, 21.77% 18.9% Wage Tax 20.0% 16.0% C > 0% - Utilities 41.2% 35.1% /` X020.0% 20.921 Univ. Subvent. - 1.0% 60/0 0% - State Supplmt. 19.4% 12.8% /o -7c 8.6% 9.97% Cities were asked whether their states recognized the existence of special problems associated with the university's presence. The responses, as seen below, indicated a greater recognition of such problems relative to small cities than in the case of the larger cities. 12 a3�� Cities less than 25,000 50,000 over AllCities 75.000 49,912 49,239. 100,000 41.678 46.68 0 27.38 28.98 Some of the associated problems listed included the need for increased fire protection related to university presence, and inadequate university compensation for this service as well as for municipal police service. Traffic and parking problems were often mentioned, as well as noise and housing problems,. of those communities reporting special problems (15), the state has supplied some degree of assistance in 808 of the cases. To put some of this information in a larger context, we have compared the data in our survey concerning municipal revenue with nationwide statistics based on 19,073 cities reported in the U. S. Department of Commerce's, a - i ti ai abs rac nf the United St =, 1982-83. For example, cities nationwide derive 17.88 of total revenue from property taxes. Table III C. shows a somewhat higher range of figures (24 to 25.98) for. our surveyed cities with less than 100,000 in population. Larger cities (over 100,000) indicate 16.98, which is closer to the U.S. average. Nationwide, sales taxes provide munic- ipalities with 8.78 of their revenue. University communities are higher, ranging from 10.88 t6 21.778 for this category. With regard to utility revenues, the national average of 16.68 of total municipal revenues is considerably lower than that 13 4z51X IV - Police The following chart provides information concerning the average size of local police departments (uniformed personnel), and average annual police expenditures, for each population grouping and for all the cities surveyed: Table IV - Police Porno: Site and cost City less than 25,000 50,000 Over All 25,0.04 49,999 99.999 100.,000 Cition Avg. Size Police Force 20.5 72 141 413 145 Avg. Budget 765.7 2163.4 5231 19,800 6100 ($1000'x) As can be seen from Table IV, police size is dependent on city size, as is police budget. The average number of police ' 0 officers per 1,000 population has increased from 1.48 in 1979yr to 1.82 in 1984. The Statistical Ahe a , 1982 - 1983 indicates a nationwide cost per capita of $67.00, while our 1984 survey G shows a per capita range of $53.48 to $79.94 with an average figure of $76.62 which is very close to the national average. Table IV also indicates an average police budget for all dities surveyed of $6,100,000. Many of the cities surveyed mentioned that there was co- operation between the city police and the university security forces, particularly in providing back-up assistance, in criminal investigations, and extra crowd and traffic control during special events. In State College, Pa., the cooperation between the security/police operations even includes a jointly owned computer records system. 1a3�� r. V. public Transit The chart below outlines the results from the survey concerning public transportation, including the percentage of cities within each category that have some form of local Public transportation, the percentage of cities with university or college transit systems, and the percentage of cities that cooperate or work jointly with universities or colleges to provide local transportation service. In 1979 only 88 reported that they coordinated or cooperated with local universities or_colleges concerning public transit, as compared to 548 in the current survey. Table V - Public Transi rsi Y—Transit- ana c oo at Cities less than 25,000 50,000 Over All 25.000 49.999 99,999 100.000 Cif4PR Local Transit 508 93.78 93.06 1008 Available 84.26 University 35.8% 50.06 46.66 45.56 44.56 System City -University 57.16 62.56 60.06 36.46 54.06 Cooperation With regard to the availability of local public transportation, 84.26 indicated that some form of local public transportation was available. Thirty-seven of these cities, or 866 of the cities with mass transit systems, operate local buses, while 17 cities (406) provide special transportation for the elderly and handicapped (Dial -A -Ride,, lift buses, etc.). As shown on the chart above, over 406 of the cities surveyed have on -campus transportation systems. Not surprisingly, shuttle buses are the most common form of transportation on campus, accounting for over 906 of the responses to this question. A number of 16 d131X cities (10) indicated that the university contracts with the city or the local transit authority to provide this service. •1.11 �' •.11'1 The chart below indicates the percentage of cities within each population grouping and overall that have some form of joint or cooperative economic development program or activity with their local college or university. In 1979 only one of the cities surveyed (Macon, Georgia) specifically indicated that it had joint town/gown economic development efforts. The 1984 survey indicates a dramatic change in this area. This change may be due to the combined effects of back-to- back recessions on municipal finances and cutbacks in federal funding on university budgets. When combined with the current enthusiasm for "high-tech' industries, which naturally engenders links between cities and universities, these elements lead to greater cooperation in the field of economic development. Tahle VI - Economic Development Cities less than 25,000 50,000 Over All 25.000 49,999 49.922 100.000 cities Cities with joint 57.18 50.08 86.78 36.48 57.558 Eco. Dev. Efforts Many cities report that they have established or are actively considering various forms of university - municipal research parks or economic develoment "incubation laboratories,• modeled primarily on North Carolina's Research Triangle or Stanford's Industrial - Research Park in Palo, Alto. Other cities have built jointly -financed sports arenas, utilized university research data for economic development programs, coordinated small business recruitment through university auspices, arranged internships 18 a3o, for university students working in city offices and provided for the sharing of university information and facilities. A number of cities reported a variety of joint ventures. St. Cloud, Minnesota indicated that the city and university are involved in a small business institute, which provides counseling services to area small businesses. In Bowling Green, Ohio a successful litter control program has been jointly undertaken by the city and the university. Carbondale, Illinois reports I that capital projects such as street construction and sanitary sewer extensions represent city/univerisity cooperative efforts. Cities listed desirable areas of cooperation between city and university: New Rochelle, New York indicated that the installation of cable television could be a jointly financed/managed project; Bowling Green, Ohio would like to offer job-related university courses to city employees free of charge or at reduced cost; Irvine, California would like to see a jointly financed/ managed sports complex; and Iowa City, Iowa wants expanded joint use of existing recreational facilities. A number of cities expressed the desire for economic development activities such as research parks and convention centers and a number of respondents wished to work toward a more equitable arrangement for payment of city services. It became evident in reviewing responses to this question that considerable communciation currently exist between cities and their local universities. 19 �3/� VII. Major Town/Gown Problems While universities and colleges generally enhance the communities in which they are located, their presence also generates problems not found in other cities. This survey, therefore, included questions regarding difficulties that municipal- ities attributed to their local colleges and universities. In 1979, based on similar questions, 55% of the cities surveyed reported that student consumption of alcohol resulted in special local problems, 62% of the communities indicated they had problems in enforcing occupancy restrictions in student related off -campus housing, and almost 75% of the city respondents indicated that automobile parking by students and university personnel led to parking problems in nearby residential and business areas. This year we also asked the cities surveyed to comment on problems related to student use of drugs. The results for 1984 follow: Table VII - Maior Town/Gown Problems Cities less 25,000 50,000 Over All than 25.000 49.999 99.999 100.000 Citipg Problems with 64.3% 93.7% 73.3% 63.6% 73.7% Student Drinking Drugs 28.6% 62.5% 37.3% 9.1% 34.4% Housing Enforcement. 62.5% 85.7% 50.0% 22.2% 55.1% Parking 50.0% 93.7% 60.0% 63.6% 66.8% As this table indicates, university and college towns still encounter significant problems with student -related drinking, and with parking associated with the university presence. The increase in cities reporting problems with alcohol (from 20 a3�f� 55 to 73.78) may or may not actually reflect increases in abuse of alcohol at a local level. The increase may reflect intensified nationwide concern about the abuse of alcohol especially as it relates to drunken driving. Localities may have become more aware of the need to control the problem in light of the growing public interest in this area. Cities consistently report problems with overcrowded housing but it is interesting to note that the larger the city, the less significant the impact of students on the local housing market. Parking also remains a source of difficulty for local university and college communities. With regard to drug abuse, the very large cities (over 100,000) do not seem to feel that such abuse can be linked directly to local institutions of higher learning. Other problems mentioned frequently by respondents include university expansion into residential areas, university purchase and conversion of taxable to tax-exempt property, fire safety related to off campus housing, including fraternity and sorority i houses, upward market pressure on rental housing caused by students renting off campus, traffic, university water wells depleting the local supply, competition of university bookstores, hotels, etc., with local businesses, and the disposal of hazardous and solid waste. Several respondents report unique college - related difficulties: Durango, Colorado, indicates that one of their biggest problems is bad checks from students at the end of semesters; Pullman, Washington, notes that campus dormitories compete with local private apartment owners; Yellow Springs, 21 VIII. Summary As the 1979 survey indicated, we have again found that college and university cities and towns have special problems, coupled with unique opportunities. The growth and expansion of university facilities, inadequate payment for city services, overcrowded housing conditions, and noise and related difficulties associated with the abuse of alcohol, remain serious problems for many academic communities. On the other hand, the trend noted in 1979 toward town/gown cooperation in developing effective �I mechanisms for solving problems and exploiting common opportunities appears to have gained momentum. In particular, many communities have begun to work together in public transit and economic development. Other specific examples of cooperation include ambulance service, land use planning, recreation programs, sewage treatment, and community centers. Relatively good working relationships are also reported between local police and campus security forces, and, of course, college towns almost uniformly report that faculty members participate as members of councils, commissions and boards. Overall, cities reported good or improving relations as follows: Table VIII — Relations Good or Imorovinc Cities less 25,000 50,000 Over All than 25.000 49.999 99.999 10.0,000 cities Good or 57.18 50.08 38.58 54.58 50.08 improving Obviously, through improved communication and cooperation, university and college communities can help foster better relations and develop•mutally beneficial solutions to present difficulties. 23 �3/� We trust that this survey will contribute to this effort by strengthening the developing university - college town information network. Moreover, the University Communities Caucus of the National League of Cities provides a national forum for the exchange of ideas, solutions to current problems and the development of new opportunities for improving town/gown relationships. 24 a3ix City of Iowa City MEMORANDUM DATE: November 30, 1904 TO: City Council FROM: City Manager � RE: Urban Environment Ad Hoc Committee Recommendations Attached 'is a memorandum from the Planning staff which should have been sent to the Council with the Urban Environment Ad Hoc Committee minutes of November 6. The memorandum lists comments from property owners of potential environmentally sensitive areas. 073/5- City of Iowa City MEMORANDUM Date: November 6, 1984 To: Urban Environment Ad Hoc Committee From: Marianne Milkman, Planner Akl Re: Comments from property owners of potential environmentally sensitive areas I have received a number of phone calls during the past week from property owners who received letters notifying them of the meeting on November 6, 1984, to discuss designation of environmentally sensitive areas. Most of the callers requested information on what Oas involved and how it would affect their properties. Listed below are the names of the property owners and their comments. Some of the owners may attend the meeting. Reginald and Kathy Hahn, 1522 Prairie du Chien - Plan to preserve their 2.1 acres (see letter). Delighted with designation. June Yang, 250 Kimball - Favors idea. Linda Houck, 432 Kimball - Wanted to know what restrictions would be placed on property owners regarding filling, tree cutting, etc. Mary Rouse, 900 North Johnson - Wants to know what designation is likely to do to the value of the property. Glad to see the Committee working on the whole problem of environmentally sensitive areas. Margaret Loghry, 410 Hutchinson - Favors policy. John Kammermeyer, 116 Ferson - Is concerned about property value of one undeveloped lot. Also commented on drainage problems in the ravine, and questions the need to designate this ravine as an environmentally sensitive area. Dr. Sahs, 330 Lee - Would like to see open space preserved in that area. Tom Mott, 124 Ferson - Interested in process. Steve Weber, 406 Kimball - Favors conservation easements. Kathleen and Don Marshal, 329 Lee - Feel ravine should be permanently protected. Ravine has patches of quick sand; also much wildlife such as woodchucks, badgers, raccoons. ':;� 3/S I 2 Randy Harrison, 921 North Dodge - Favors idea. Ann Kent, 311 Richards - Favors activity of Committee. Bob Rohret, 508 Kimball - Interested in regulating dumping in ravine by neighbors. bdw2/2 . .. .. ... t, City Of IOWA City MEMORANDUM DATE: November 30, 1984 TO: City Council FROM: Assistant City Manager RE: Riverfront Commission Recomnendations Time has been scheduled for discussion of the above referenced subject at your informal meeting on December 3. Attached is a copy of the minutes of the Riverfront Commission meeting of September 5, 1984. These minutes include the recommendations to be discussed as well as an account of the Commission's discussion regarding these matters. '73/4 MINUTES RIVERFRONT COMMISSION WEDNESDAY; SEPTEMBER 5; 1984 = 7:30 PM CIVIC CENTER LAW LIBRARY MEMBERS PRESENT: Boutelle; Gerleman; Lewis; Oehmke; Rausch; Scott; Swedish -Moses; Willis MEMBERS ABSENT: Leo; McGuire GUESTS PRESENT: Kay Gillies (Project GREEN) STAFF PRESENT: Cain, Franklin; Moen; Johnston RECOMMENDATIONS•TO•COUNCIL: 1: That the City Council accept the donation of a 50 foot wide strip of land along the west bank. of the Iowa River adjacent to the Sturgis Corner development with the condition that there be no obligation to maintain the site in other then its natural state: 2. That the regulations in Chapter 24; with the exception of Sec. 24-84; be submitted to the Iowa Conservation Commission for consideration and adoption as special rules applying to activities on the Iowa River; That the City Council apprise local state legislators of the problems in having the Conservation Commission responsible for regulating activities an the Iowa River within the municipal boundaries and request them to initiate amendments in state statutes to allow Iowa City and Coralville to regulate recreational activities an the Iowa River within their corporate limits; CALL -TQ ORDER: Chairperson Lewis called the meeting to order at 7:35 PM: Moen introduced Pett Cain who will now be the City staffperson on the Riverfront Comnission: REVIEW AND-APPROVAL-OF-MINUTES.OF-JUNE••6 ••1984 Rausch moved to approve the minutes of June 6; 1984 as submitted: Boutelle seconded the motion. The motion carried unanimously: DISCUSSION. OF-STURGIS•CORNER. LAND. DEVELOPMENT -PROPOSAL Franklin shared pictures of the site to the Committee and gave a brief history of the Sturgis Corner land: She said the land has not yet been offered as a 'gift' to the City: She reported that the Parks and Recrea- tion Commission had recommended against accepting this land as a gift: Willis stated that Parks and Recreation was concerned that 1) the land was not 'functional;' i:e: could not be used for soccer; etc: and 2) the City would be responslbile for maintenance: Willis felt the 'natural' state of the land must be endorsed: a ,31, Riverfront Commission September 5; 1984 Page 2 In response to questions from BOutelle, Franklin explained that the owner of the adjacent property would not provide parking specifically for river access and that'the property was in the river corridor overlay zone and, therefore, not a developable piece of land; Moen said that the land would be left 'as is. if the City decided not to accept the gift. Lewis said the land should be thought of as a passive area and the Commission could research what types of native vegetation could be sown to keep the weeds out of the area. Kay Billies of Project GREEN said some prairie grasses could be planted similar to those along the Rocky Shore Drive bikeway. Scott said he felt the gift should be accepted: Moen said if the gift was accepted, it might. give other property owners an inclination to donate land in the future. Lewis said she felt if the Commission passed up the opportunity now, others may not come along: Oehmke made a motion that the Riverfront Commission recommend that the City accept this gift with the condition that there be no obligation to maintain the site in other than its natural state. Acceptance of this gift is consistent with the Riverfront Commission's goals as stated in the Stanley Plan and Iowa River Buffer and Trail System. Scott seconded the motion. The motion carried unanimously; DISCUSSION OF. PROPOSAL. TO. MEET-WITH•U:S:•Army. CORPS. OF• ENGINEERS: Moen stated that July and August were not good months to meet with the Army Corps of Engineers, but a meeting'in the latter part of September for approximately two hours was acceptable to them. Lewis said news people had called her to see when a meeting was scheduled. Cain said the Commission would meet with Mr: George Johnson and also the Conmander may decide to attend the meeting. 'The Commission preferred a morning meeting on _September 26, with the 27th as an alternate date. Oehmke, Lewis, Scott, Gerieman and Swedish -Moses all said they would be available. OISCUSSION•OF•REGULATING••WATER•SHOWS/EXHIBITION•ON THE- IOWA- RIVER: Moen stated that although Mr: Berlin had denied the recent request to allow a waterski exhibition an the Iowa River, the Conservation Commission had given permission for the show: The Conservation Commission feels the City does not have jurisdiction over such river activities: Cain explained the City Attorney's opinion about Section 24-84 of the Iowa City Code which allows the City Manager to give permission for water shows/exhibitions on the Iowa River: She said the City can request that the Conservation Commission adopt rules about what can be allowed but the Conservation Commission would still maintain authority. Willis moved that the Commission recommend to the City Council that the regulations in Chapter 24, with the exception of See. 24-84, be submitted to the Conservation Commission for consideration and adoption as special 117311, Riverfront Commission September 5; 1984 Page 3 rules for the Iowa River: Gerleman second. the motion: The motion carried unanimously: The Commission omitted Sec. 24=84 in the belief that the activities included in See. 24-84 should not be allowed; even by special authorization. Willis moved that the Riverfront Commission recommend to the City Council that local state Legislators be apprised of this problem and requested to initiate amendments to state statutes to allow Iowa City and Coralville to regulate recreational activities on the Iowa River within their corporate limits. Boutelle seconded the motion. The motion carried unanimously. Willis said that there should also be a Phase III; i:e:; a mechanism for this legislation; what the regulations should be; and who would be responsible. -This should be a topic for future consideration: DISCUSSION• OF. PROPOSALS- TO•CCN•FOR USE. OF. 1985.CDBB•FUNDS: Moen explained that CCN is soliciting requests, for use of the 1985 CDBB funds. The group discussed what had been submitted in previous years: Boutelle asked if the Commission had to turn in a request and Moen said that CCN wanted to make everyone aware of the opportunity but a request did not have to be submitted. The Commission decided not to submit a request for COBB funds for next year. PUBLIC DISCUSSION: There was no public discussion: C"ISSIONER'S•REPORTS: No Commissioner's reports were -given: The meeting adjourned at 9:15 PM. Minutes taken by Jean Johnston: o?31G City of Iowa City MEMORANDUM Date: November 28, 1984 To: Iowa City Council From: Congregate Housing Committee Re: Selection of Agency to Administer the Shared Housing Program The Congregate Housing Committee received proposals from the Association for Retarded Citizens and the Elderly Services Agency to administered the City's proposed Shared Housing Program. After reviewing the proposals, the Commit- tee selected the Elderly Services Agency as the agency to administer the program. The proposals, the committee evaluation forms, contract and resolution will be sent to Council for their review and approval within the next two weeks. bj3/1 a 317 Johnson County Council of Governmei ,�s f%% 410 E %tW ngtcn & bvva Cay bm 522.40 Date: November 28, 1984 To: AAnn''City Manager and City Council From:�J�+John Lundell, Transportation Planner Re: Mayflower Parking In response to the recent Council referral regarding parking at the Mayflower dormitory, I contacted University of Iowa officials and received the follow- ing information. There are approximately 1,000 students who presently live in the Mayflower. The limited parking around the Mayflower is regulated by dormitory officials who sell permits to residents to park in the 140 outside spaces at $10 per month. When the University purchased the Mayflower several years ago, the building was required to be brought up to present fire and building code requirements. Due to fire prevention and ventilation deficiencies, the University was prohibited from utilizing the 120 underground parking spaces. The University policy has been to first expend monies to refurbish the living quarters and after that bring the underground parking up to code. This work is expected to be underway by the fall of 1985. Thank you and please do not hesitate to contact me if you wish any additional information. cc: Don schmeiser, Director /sp a3if Johnson County Council of GovernmE.., s f410EVVUsMinglcnSl b,W G[y, bM 522.40 Date: November 26, 1984 To: Iowa City Council and Johnson County Board of Supervisors From: Cheryl Mintle, Human Services Coordinator Re: Human Services Joint Hearing Process for FY86 Attached is the hearing schedule for the FY86 hearing process and the booklet of agency requests, statistical comparisons, and agency funding histories. Hearings begin..........................................Thursday, December 6 New Location.....................................Department of Human Services 911 N. Governor City and County meeting nights are noted on the attached schedule. After discussion with the Iowa City Council and the Johnson County Board of Supervisors, it was agreed that: 1. All members are invited, but the appointed representatives will plan to attend all of their sessions. 2. A joint City/County meeting will 'be held after the hearings for discus- sion - this would take place in mid to late January. -Johnson County asked that the City/County representatives meet infor- mally in advance of this meeting to give input. If the City Council is in agreement, this will take place. 3. At least one representative from each governmental unit will attend the other's informal discussion prior to allocation. Agency materials are being provided to allow them to be read prior to each hearing so that questions can be formulated ahead of time. If you have any questions in advance of the hearings or have any concerns, please call me at 356-5242. cc: Don Schmeiser bj3/11 aa1y. AGENCY HEARINGS--FY86 December 6 Orientation 6:30 Handicare 6:50 MECCA --Maintenance 7:10 City Requests MECCA --Acute Care 7:30 Goodwill 7:50 Community Mental Health Center 8:10 Hillcrest Family Services 8:30 United Way Only December 13 Elderly Services Agency 6:30 Mayor's Youth Employment 6:50 United Action for Youth 7:10 Domestic Violence Project 7:30 Rape Victim Advocacy 7:50 December 20 Mark IV/Willow Creek Neighborhood Center 6:30 4 -C's 6:50 Big Brothers/Big Sisters 7:10 City Requests Crisis Center Food Bank 7:30 Crisis Center 7:50 January 9 Johnson County Red Cross 6:30 HACAP 6:50 Independent Living 7:10 Adult Day Program 7:30 Association of Retarded Citizens 7:50 Lutheran Social Services 8:10 January 16 Youth Homes, Inc. 6:30 CAHHSA 6:50 Iowa City Free Medical Clinic 7:10 Legal Services C6rp. of Iowa 7:30 End of County Requests Geriatric Mobile Dental Program 7:50 Dental Services for Indigent Children 8:10 January 23 School Children's Aid 6:30 Salvation Army 6:50 Iowana Council of Camp Fire 7:10 Boy Scouts 7:30 United Way 7:50 Recapitulation 8:10 1 City of Iowa Cit' MEMORANDUM DATI: November 19, 1984 TO: Iowa City City Council FROM: City Clerk Marian K. Karr II: Class B Beer Sunday Sales/Conditional Approval FOR YOUR INFORMATION --Conditional approval was given at the 7/31/84 meeting to Lotito's Pizza, 321 S. Gilbert, for a Class B Sunday Sales permit. They have submitted, after the 90 -day period, the required.information which allows them to retain their permit. a3.2 0 City of Iowa City MEMORANDUM pint November 20, 1984 TO: Iowa City City Council FWM: City Clerk Marian K. Karr RE: Special Class C Beer/Wine Sunday Sales/Conditional Approval FOR YOUR INFORMATION --Conditional approval was given at the 7/31/84 meeting to the Maid -Rite, 1700 First Avenue for a Special Class C Beer/Wjne Sunday Sales permit. They have submitted, after the 90 -day period, the required information which allows them to retain their permit. a3;z/ Heritage Cablevision i* F,nnhgur Avenue bm, 01%. Ln..i 52240 111, iil•104 November 23, 1984 Mr. Bill Terry Broadband Telecommunications Commission 410 E. Washington Street Iowa City, Iowa 52240 Dear Mr. Terry: Effective January 1, 1985, Heritage Cablevision will be making the following rate changes: Basic - $8.90 to $9.35 HBO - $9.95 to $10.95 Extra Outlets - up $1.00 All other rates - no change Also, February 1, we will be launching Disney at $8.95/month, and we will be introducing infra -red remote converters as an optional add-on service. They will be priced at $3.50 each per month. If you have any questions, please do not hesitate to call. Sincerely yours,. ' 411Md"ni, oe. AI' , William L. Blough System Manager WLB/je. cc: Nile McDonald a3.i'z Cable TV Stocks Regain Blessing of Analysts Cities' Power Over Rates In Wake of Curbs on Cities' W ST — Z p A) ov d' / cassette recorders in also expected to hurt BY 1AUat I.uvono Wall Street analysts are bullish on cable Pay TV subscriptions.) o price) increases television companies for the first time In bazle pending number subscripons several Years• A big reason ler the new opthnism on for extra -fee services could fall anywhere from in. to 307., he says. That clouds the cable TV Is recently enacted federal legis- picture for a company like These Inc.. lation that sharply reduces tabes' power N regulate which owns both a large cable system op - erstor, American Television & Communi- companies. P eviocharged. price Incretelevasesion were severely Unalted by agreements that cations, and Home Box Office, the pay television company with more than 50%, of cable companies signed in their eagerness the market. to win franetdses. Under any scenario, however, Mr. Mac. The effect of the new law, says David Donald sees subscribers' monthly bills in - Londoner, an analyst at Wertheim & Co.. is creasing about 107.. For the cable camps, that "cable television now comes as close nies, cash Bow could thus increase by 2/7. as you -can get to. being an unregniated to 319.. Beranse cable companies are val- monopoly." ued on a multiple of 8.5do-9 times cash Mr. lAndoner and other analysts expect over ars to now; market prices for cable companies that change hands should increase accord' cabTe cons es ingly, Mr. MacDonald figures. scribers substan•Other fes Heard analysts who now favor cable add a note of caution, however. Mr. Londoner r c se ce. on the Becallsormormoff of Wertheim and Barbara Dalton Russell of Prudential-Bache Securities Point out cable construction Street that consumers will resist too•rapid price will be completed by nerd year, cable op, escalations. Ms. Russell, for one, says the cable com- eralors for the first time will be able to focus on adding subscribers and marketing parties "represent terrific values over the long term particularly such companies as services, analysts add.. Richard MacDonald, an analyst at First Viacom, which has an interest in Showtime/ The Movie Channel, the second -ranked Pay Boston, says in a new report that "the cash Dow potential of most cable television sys• television channel. Although she agrees that rates for extra - tem operators will expand dramatically" and that "values of public cable stocks will pay television services will have to come down, she notes that as the smaller of the rise accordingly" over- the next two two leading pay services, Showtime has years, Among companies on analysis' recom• more room for growth:' And cable companies canlookto a new mended lists are such "pure cable plays" as TeleCommunications and United Cable source of revenue: paype , the saw of individual movieslsub- Television. Others, including diversified scribers equipped converters, communications companies with strong ca, ble operations, are Viacom I to �L Ms. Russell notes. Paul Kagan, who heads the Investment Storer Communications, Cox Communicatkm, comeast communi• firm Kagan Associates, agrees legislation will help cable companies, but calor, Herltege Cammmltallsns and says other factors contribute equally to the United ArHels Communications. in 1985 and 1986, cable operators will be rosy outlook. Mr. Kagan notes that while cable sys- able to raise rates by 5% each year; atter 1967: they can raise ratesby whatever the term have strung their wires past about 61.5 million homes, only 35.8 million homes have market will bear. The new law also prohib• Its cities from collecting more than 57. of ice. Co pansies can In - creaIt he se mvenues se vice. Mee the cable operators' revenue as royalties. • In some cases, cities have been charging to the 25.7 million homes that are able to purchase cable but haven't done so; in addl- 10%. or more. Mr. MacDonald of First Roston figures tion, the completion of more systems over the next two years will add to potential sub- rnarsnWe acerators will Increase rates scribers, he says. Came systems also are selling more % te50%. for az c ca ase ce. He w ma, wever, a su mal—raTe'in• ccs Dor ne b �cou —Causes products and services, such as program gWdes and remote•control devices. With crye si�utr �t t".. �r *nvenue irons ex res• y such items, as well as new subscribers and "you mid etmer through a loss of subscriptions or Mcanse rate increases, Mr. Kagan says, get a multiplier effect that greatly Improves the of once reductions. IThe growth of video- picture for cahle:' '?3.73 fuST%Ne,�g Resurgence—Z of Private Participation In Urban Mass Transit Stirs Debate By CwtteroeH® Conte SW/Amon 071 W.ue�aaw,u. NbRFDLK, Va.—Private busln"ses are staging a comeback in urban mass transpor- tation. James Williams struggled for 30 years here to make a living transporting school children and senior citizens. Then a few years ago, he won a contract from the Tide- water District Transportation Commission, the am's publlc•trsaffi agency, to take over one of Its financially troubled bus lines Innearby Pomi nouth. Today Mr. William, a nonunion operator, runs the service for half of Tidewater's casts. The arrangement Pleases almost everyone: Portsmouth keeps the service, Tidewater Transit saves money and Mr. William faces a profitable fu- ture. "Without Tidewater Transit, we'd be righI back where we Dared—a survival op- eration," says Mr. W9llatns, who now bun• gers to take over other city ba services. The resurgence of private operators like Mr. WWiams is stirring a heated debate in many citta Moat pubbeftrdt managers and union leaders ORM eompetitim. The managers question whether private compa- Nes would maintain lewPrObtable—or un, profitable—service to The unions ear for their jme areas. Jobs. Redefining Relationships But a growingnumber of pOtIcsl leaders irelcome the competition as a way to bring down calls. By turning back to private tan - panics, which once provided most city trams• pottation In the U.S., localities are redefln• Ing the relationship between government and business 1n scores of urban areas. "Ten yearns ago, virtually every aspect of urban irsosportation was believed to be the exclusive domain of the public sector," says Kenneth shod, president of Urban Mobility Corp., a Washington, D.C., casulft flint „Today the Pendulum Is swinging bath to, ward greater private participation." Private operators are thriving most where centrallW publlc•ransit systems have faltered—in the suburbs. Public Igen• cles, trying to extend scheduled, flxed•route services to suburbs, have watched casts soar and ridership stagnate. But private op orators have proved more adept al laUoring 'then saMceso auburbanites' (ragmnited ravel patterns. Enterprise Transit Corp. of Paramus, !NJ., for Instance, eliminates bothersome transfers by using small buses for groups of commuters who have been carefully se- lected according to where they Eve and work. Carolyn Poul, a New York stockbroker, used to take three separate trains from her Fort lee, N.J., home to her lob In Manhat- tan. Now she rides an Enterprise bus di- rectly for only 115 more than her 1120 monthly New Jersey Transit bill. And the bus offers such amenities as the morning ;Fnewspaper, comfortable tecllnlng seats and Developers have gotten Into the act, too. odlNduai re"in6 gghta. : In Orange County, Calif., Irvine Co. agreed ry timely, veryconvedent and It to pay 96o million to build new freeway avoids the hassles of public transit," says ramps, parkways, traffic controls and other Ms. Pozd.improvements to serve a new develop Even some publlc transit agencies are Ment. Until the early 1960s, such private in. finding they can save money and provide volvement In city transportation was conn - tetter setNtt c outlying tug areas by dropping monplace. In the first pari of this century, eratrwnadewaaoT ensu replaceziag d poorlyate op veto companies provided most city bus erasers. ed Tidewater Transit replaced poorly Pri subscribed regular bus sella b some su• saMtt. las Angeles even boasted 1,20U burbs with privately nm taxicabs and vans. mile trolley built by Henry Huntington, a Tbough still subsidized, the private opera- private entrepreneur. tors—called "Maxi-Ride"—cost less and of- But mat Private operator collapsed o fer conaumen more convenlpne. the 19611s and 1910a u cat tae asci rider. „The 'Marl' comes right to tun door:' ship decreased. A neartotal public takeover SAYS Umb Hallam, a satisfied Pbnmwth. pubassistance,owed. Flush with govermuent public Uncles bought falling private op Va., transit tner. "ADd 1 go to places I entors and consolidated tbem Into loge re - couldn't go by bus." es Transit agencies that have dealt with It- glow thecippuEhc agencies have run Into nandal pressures by eliminating service or tro4ble. During the past 20 years, costs have raising faro have often accelerated the doubled. after inflation, even though rider. Public -transit. man- agers question whether private firms ivould maintain less-projit- able=or unprofitable— service to loner -income areas. Unions tear for their jobs. ship has decllaed. Annual opersong amara have climbed to more than $5 billion, ac- cording o the American Public TratWt As• socladon. Fara. which 20 years ago covered W costs, now pay for only about 10% of transit agencies' expenses despite sharp In - ere"". Hlendlag Roles A member of the los Angeles Trmupor otion Commission, Wendell Cox, advocates blending public and private roles to meet city transportation needs. Lauf govern• meats would decide what services are needed and contract the work to private Such an approach could lead to substan- growth of private operants. In some areas, tial savings, Edward Morlok, a University targe regional transit agencies are. even of Penmylvania transportation analyst, esti• coming apart. mates that private companies' expenses can In Chicago, large increases In fares afew tun as much as 507o below Nage of public t rum ago t Iledls timbal u brean without sub- Commuters to agencies. Most of the savings Is o labor SW by a private operator. In 1961, Johnson costs. which represent a much a Wk of transit opperating cows. County, a Kamal qty, Mo., suburb, Pulled Most public -transit agencies and unions, out of that city's regional transit agency. however, resent such competition from non - and later switched to a private operator to union companies "Subcontracting is lust a run Its ]us system. Similarly, two suburban wholesale attack on our lobs:' says Robert Minneapolis communities have taken advan• Molofsky,legislative director ofthe Amalga- oge of a state law allowing Nem to with- mated Transit Union In Washington. D.C. draw from that city's regional transit But competition Is forcing some cones- t�ncy. Th formerly unitwo ts use the public sions from public -transit prions. In San Diego, where several suburban communities agency's imidt services and say they get have switched to nonunion private opera• more service, ors, the transit workers' union agreed to lel Besides operaflar a variety of transit the public agency set a lower "community - services, business troops are assuming o• based" wage rate to meet the growing Com, creasing responsibility for planning city petition. And Tidewater Transit won similar transit systems. In les Angeles, downtown concessions from Its union after It began businesses have agreed to pay special prop contracting with private operators. erty taxes ohelp finance anew subwaysys• Mr. Morlok contends that competitive tem. In Hartford, Corm, businesses helped bidding for contracts lowers costs. Private pay for a regional transportation study and operators also seem more cost•consdous then coordinated efforts to impose the once they win contmeLs because they can't study's recommendations for van•pooling, count on taxpayers to cover overruns. "it downtown parking restrictions and flexible we don't operate efficiently, we don't make work hours to reduce peak -hour traffic con- any money—It's as simple as Nal:' says Ar mon' a 3asL Dur Heraaccfa, president of liberty IJnes 1 Transit IW -.private company that runs !M hues for New York's suburban West- chester County. Those buns operated last year at a cost of AIB a mile; according to the New York State .Department of 'hamportatlao. In nearby Nassau found, a similar suburban area. larbllrb' Aced afeUopolltaa gubtrrhm Bru AulbWWM up coat tatalWg a bftW . gsAi a Wk. At Westchester County's lower costa, Nassau coold have erred A MOM 'over the toughly nine million miles It env end last year. . Despite the Pahl for such Prings, many public agenda ave agresdvelY even p(r.1'eil dwbb that pudic agencies will loosen their grip. He am federal AN and lo-' cal laws that guarantee public agencies a bite of sales'or,propertytaarevenues shel- ter them from many Paves to cut coats. &rch agencies and communities may be missing an important opportunity. Private transit operators an eager to help. Consider Richard Nrmt, laeddent of Yellow Cab Inc. to Inanapolls, who has keen straggling with the Indlanspobs Public Transportation Corp. for a chance to rum passenger vans In that city. 'H wish the transit company would Just let us run some of their route that Ara um prontade;' Mr. Hunt says, " I could take 500 vans and take can of Ihls whole city." a3Rfz Ma P, News Vending Racks A Thing of the Past ... Court Says Transit Authority May Charge for Machines InNewYorkTrainipbons lvSS - L BY Mr Stoowon� SlWRa n"-fTmw.ua.s;j,wl NEW YORK—Newspaper vending ma- chines, valuable to both readers and pub• hshers, might become "ewnon leally unfea- slble" because of a recent cart decision. A federal appeals court here ruled that the Metropolitan Transit Authority can M• PON "revnue•nising fees". for newsracks to Its train statiom. The MTA has sought annual fen of u much u $150 a boa. Previously. courts around the nation had Wiled that a newspaper's First Amendment rights protected R from fees otbcr than those to offset administrative costs, is the Past, newspapers using newsruJu In MTA stations, for example. paid an annual fee of either gal a machine or SW a station, which• am was greater. The cue was brought by Gannett Saw• applies to other newspapers sold to similar machines. The New York Times, The Wall Street Journal and others filed a friend•of- IbOtaret Met supporting Garnett. blishers Pay that newsraeks are ,an modal and irreplaceable link". in distrib- uting papers in a "cost-efficient manner." Many readers prefer newsracks because they are available near public transports• don facilities. The appeal court said, however: "If U. tensing fees become unreasonably high -publlsherswouldundoubtedly turn Paper dutrlation. at to Feast Amendment activities of all kinds." The Appeals court, in Overturning a lower court nft, said that licensing fees are can. .court bemuse the MTA acts N "a pro- prietary, not a governmenw function." That distinction hadn't been made In a newsr d case before. Newspaper attorneys now are concerned that munldpaatin and other governing bod• ies mlgbt seek to cash in on the MTA exam. ple, An attorney for the MTA said the court "didn't Intend to go beyond Our sitution" but conceded: "It could go both ways." a3�s MINUTES OF STAFF MEETING November 7, 1984 Referrals from the informal and formal Council meetings were distributed to the staff for review and discussion (copy attached). The City Manager briefly discussed the Total Operations Management System. This could be used in departments such as Public Works and Parks and Recreation. The company will be doing a survey of City departments to determine what functions they can best serve as well as the cost of imple- menting the program. Cities have saved a considerable amount of money where this program has been implemented. The staff was directed to contact the City Manager if they have any questions or comments. The Human Relations Director advised that two training sessions have been scheduled on a manager's introduction to employee involvement - one next week and one later in November. These sessions are being conducted by three people from the Institute of Public Affairs. Prepared by: Lorraine Saeger a3.�6 A INFORMAL COUNCIL MEETING DATE. November 5, 1984 PENDING COUNCIL ITEMS 11 W CC F- W SUBJECT ow REFERRED DATE ��a o COMMENTS/STATUS p �F-W aZ ¢ w a Material from department heads to go Agenda materials 11-5 All Depart nts to City Manager first. Handicare, 11-5 PPD Nov Check on card and letter. Roomers - RS5 and RS8 Zones 11-5 P&PD Info for Council re. rationale for reducing. Process for disposing and value of Vacated Alley 11-5 P&PD ov N16 adjacent property per square foot. Novmental Does funding come from County Alcohol Treatment 11-5 P&PD 16 health fund? What is total I amount of that fund? Re. Human Rights Commission - Letter to U of I 11-5 ACM Okay to send it. Gi Have they contacted Arts Council for I.C. Community Theatre 11-5 ( funding ideas or assistance? Nov Status of ordinance and if it will Vanessa's Canopy 11-5 P&PD 16 allow canopy? Council Goal Setting 11-5 LorraineCheck I — LL 1 meeting room size. 11 Informal IIATF _ November WW o�Z Human Ri Utility REGULAR COUNCIL MEETING DATE: Navetmh� 1984 W w SUBJECT �m Q. Z PENDING COUNCIL ITEMS Letter to University of Iowa Sculpture IDOT Right -of -Way Highway 1 West Rezoning Disposition of Small Parcels Regulation of Roomers Sign Regulations 209 Myrtle Avenue Rezoning Vanessa's Canopy aw¢ w DATE rot TUS COMMENTS/STA aw REFERRED �2� DUE oc� TO N~¢ ¢ w a Letter from Human Rights Commission re. nondiscrimination policy okay to 11-6 ACM send. Contact Paul NcCoy re. sculpture for Hickory Hill Park. 11-6 Parks & Re See Clemens Erdahl re. legal opinion 11-6 City Attor ey on concurrent jurisdiction and regulation. Send letter to IDOT over Mayor's 11-6 P&PD signature. Complete .for Council. approval before Nov disposing of any further parcels. Grove Street and 11-6 P&PD 16 Contact parties on Hr. Johnson. Passed and Adopted - amendment 11-6 P&PD extendin deadlines. Amendment re. CB2 Zone passed and 11-6 P&PD adopted. Defeated on first consideration. Remove from agenda. 11-6 P&PD Violates City Plaza Ordinance. Notify Mr. Mondanaro. 11-6 P&PD Nov 8 ' REGULAR COUNCIL MEETING - Page 2 DATE: Um WW to crn az Iowa Ai City P1 Bradfor RCC Apr J Joint H 141 MINUTES OF STAFF MEETING November 14, 1984 Items for the agenda of November 20 include: Set public hearing for December 4 for Ty'n Cae, Part 4 Resolution approving final plat of Deer Hill Subdivision Ordinance vacating a portion of Grove Street right of way Ordinance rezoning 6.3 acres south of Highway 1 West Resolution approving preliminary plat for Ruppert Subdivision Public hearing on refuse collection ordinance Appointments to Resources Conservation Commission Set public hearing on proposed program description and application for rental rehabilitation grant funds Resolution approving cable rate increase The City Manager briefly discussed the priorities for capital improvement projects which were set by the department heads. This prioritization was primarily for discussion with the City Manager. However, it is felt that it would be helpful to furnish this information to the City Council. The _ department heads had no objections to this information being sent to the Council. ,,,Zreared by: MOAAA.L- W�94A.) Lorraine Saeger MINUTES OF STAFF MEETING November 21, 1984 Referrals from the informal and formal Council meetings were distributed to the staff for review and discussion (copy attached). A meeting regarding the Women's Transit Authority should be scheduled. A representative of Women's Resource and Action Center will contact the City Manager's office regarding this matter. It was brought to the attention of the staff that problems again are being encountered with obtaining keys for City vehicles. The Assistant City Manager was asked to check into this matter. The Human Relations Director advised that space is still available for the training session on employee involvement. The City Manager asked that the staff pay particular attention to the schedule of meetings for the City Council during the next months because of the holidays. Some meetings have been canceled and some extra meetings have been added. The staff is to advise the Assistant City Manager as soon as possible if items are to be added to the informal agenda. The Finance Director advised that the budget review is being completed. The staff will be going over some questions raised during the review. It is intended that the budget be presented for final decision the second week of December. � ?P_}ree ared by: ,V' Ln.n �L �C�O q�tnv Lorraine Saeger o a3 -z6 u Regular Counc November 20, Refuse colle Handicapped F Airport U of I Parkin Tax AbAtement RCC Vacancies Scout Project Zoning Ordinan S M T W TH f S ,Z 3 BAM-Ma istrate 5 6 7 1 Court (Chambers) LOAM -Staff Meeting RAM -Magistrate 9:3OAM-Space Need (Conf Room) Court (Chambers) Com (Conf Room) 4PM-Urban Environ iron -Merit Pay ment Ad floc Com ask Force (Conf T ' 6:30PM-Informal (Ree Ctr, Rm B) Room) 7:30PM-Formal Council (Chamb) 7:30PM-Council 3PM-S.S. Agencies P&Z 7:30PM-Informal (Chambers) Classification (Conf Room) (Chambers) P&Z (Senior Ctr) 7.30PM-Rivgrfront o _ 5 10 18:30AM-Iiousing 1d.10AM-Staff Mtg 13 PAppe is Bqbrd `�llc Li rary) (Conf Room) BAM-Magistrate l 8AM-Magistiate PM -Senior Center Court (Chambers) Court (Chambers) 9AM-City/County Comm (Senior Ctr) 3:30PM-Meetingof Parking (Conf Rm) :30PM-Board of Boards & Commis- 7:3OPM-Charter 9:30AM-Housing Con (Public Library) Adjustment (Chamb sion Chairs with CityCouncil • Review Comm PM -Parks & Rec Coz (Rec Center) (Senior Center) (Chambers) 6:30PM-Informal 30PM-Histori �omm BPM -Air rt Co mm Council (Chambers,Preservation (Chambers) 1G19 BAM-Magistrate 1� 20 ,2/ Zz 10AM-Staff Meetin GAM -Magistrate Court (Chambers) (Conf Room) Court (Chambers) 9AM-Fire Support 4PM-Cityy Council/ Group (Conf Rm) 3:30PM-CCN (Public Bd of Supervisor Mtg (Public Lib) qpM-Library Board 6:30PM-Informal Library) (Public Library) Council (Chambers 7:30PM-Council 7:3OPM-Formal P&Z :30PM-Informal (Chambers) (Chambers) P&Z (Senior Ctr) .27 28 Z7 (� lOAM-Staff Meeting SAM -Magistrate Room) Court (Chambers) HOLIDAY HOLIDAY(Conf 30 31 RAM -Magistrate Court (Chambers) 232 .-. Johnson Counfty Council of Governmer.' 410 E \A/b0ngton St b tia Cay, laves 52240 rr 00 0 CITY OF IOWA CITY, JOHNSON COUNTY AND UNITED WAY FY86 HUMAN SERVICE AGENCY FUNDING REQUESTS CONTENTS Schedule of Agency Hearings . . . . . . . . . . . . . . . . . . . . 1 FY85 Allocations . . . . . . . . . . . . . . . . . . . . . . . . . 2 Johnson County Funding: FY84, FY85, FY86 Requests . . . . . . . . 3 City of Iowa City Funding: FY84, FY85, FY86 Requests. . . . . . . 4 City of Coralville Funding: FY84, FY85, FY86 Requests . . . . . . 5 Director's Salary Study . . . . . . . . . . . . . . . . . . . . . • 6 - 10 Annual Reports:, FY84 versus FY83. i . 11 - 14 Using the Budget and Program Information . . 15 - 16 { Budget and Program Information by Agency _ Big Brothers/Big Sisters . . . . 17 - 31 CAHHSA/VNA . . 32 - 51 Mid -Eastern Iowa Community Mental Health Center. . . . . . . . . 52 - 68 Crisis Center Food Bank and Emergency Assistance Programs. . . . 69 - 79 Iowa City Crisis Center . . . . . . . . . . . . . . . . . . . . . 80 - 94 Domestic Violence Project . . . . . . . . . . . . . . . . . . . . 95 - 114 Elderly Services Agency . . . . . . . . . . . . . . . . . . . . . 115 - 135 Community Coordinated Child Care . . . . . . . . . . . . . . . . 136 - 155 HACAP. 156 - 174 Handicare. . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 - 189 Independent Living, Inc . . . . . . . . . . . . . . . . . . . . . 190 - 202 1 Iowa City Free Medical Clinic . . . . . . . . . . . . . . . . . . 203 - 218 i Johnson County Red Cross ... . . . . . . . . . . . . . . . . . . 219 - 240 Legal Services Corp. of Iowa . . . . . . . . . . . . . . . . . . 241 - 257 Mayor's Youth Employment . . . . . . . . . . . . . . . . . . . . 258 - 275 MECCA - Maintenance . . . . . . . . . . . . . . . . . . . . . . . 276 - 301 MECCA - Acute Care . . . . . . . . . . . . . . . . . . . . . . . 302 - 315 Rape Victim Advocacy . . . . . . . . . . . . . . . . . . . . . . 316 - 352 United Action for Youth . . . . . . . . . . . . . . . . . . . . . 353 - 368 Willow Creek Neighborhood Center . . . . . . . . . . . . . . . . . 369 - 386 Youth Homes, Inc .. . . . . . . . . . . . . . . . . . . . . . . . 387 - 400 DHS Agencies Transferred to Funding Process Adult Day Care . . . . . . . . . . . . . . . . . . . . . . . . . 401 - 417 ARC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418 - 443 Goodwill Industries . . . . . . . . . . . . . . . . . . . . 444 - 463 Hillcrest . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464 - 480 Lutheran Social Services . . . . . . . . . . . . . . . . . . . . 481 - 500 APPENDIX - TO BE DISTRIBUTED AFTER JOINT HEARINGS: FY85 Update and Highlights of Agency Budgets . . . . . . A City of Iowa City Funding Recommendations and Rationale - FY86 . . B C�3af i AGENCY HEARINGS--FY86 December 6 Orientation Handicare MECCA --Maintenance MECCA --Acute Care Goodwill Community Mental Health Center Hillcrest Family Services December 13 Elderly Services Agency Mayor's Youth Employment United Action for Youth Domestic Violence Project Rape Victim Advocacy 6:30 6:50 7:10 7:30 7:50 8:10 8:30 6:30 6:50 7:10 7:30 7:50 December 20 Mark IV/Willow Creek Neighborhood Center 6:30 4 -C's 6:50 Big Brothers/Big Sisters 7:10 Crisis Center Food Bank 7:30 Crisis Center 7:50 January 9 Johnson County Red Cross 6:30 HACAP 6:50 Independent Living 7:10 Adult Day Program 7:30 Association of Retarded Citizens 7:50 Lutheran Social Services 8:10 January 16 a-1 City Requests United Way Only City Requests Youth Homes, Inc. 6:30 CAHHSA 6:50 Iowa City Free Medical Clinic 7:10 Legal Services Corp. of Iowa 7:30 End of County Requests Geriatric Mobile Dental Program 7:50 Dental Services for Indigent Children 8:10 January 23 School Children's Aid 6:30 Salvation Army 6:50 lowana Council of Camp Fire 7:10 Boy Scouts 7:30 United Way 7:50 Recapitulation 8:10 43-�T FY85 LOCAL ALLOCATIONS 2 Johnson Coralville Agency County Iowa Cid Big Brothers/Big Sisters $ 10,800 $ 21,901 UAY 37,500 37,592 j Crisis Center - Interv. 24,262 8,281 Crisis Center - Emerg. 8,635 8,627 Willow Creek Center 2,000 9,023 Mayor's Youth Employment 2,200 29,076 Domestic Violence Project 7,800 10,420 Red Cross 4,000 ESA 27,159 MECCA 103,000 ARC - HACAP Neighborhood Ctr. 4,175 2,000 _ Rape Victim Advocacy 9,865 10,668 Free Medical Clinic 30,899 Comm. Mental Health 314,015 CAHHSA 112,350 Youth Homes 33,208 (2) Indep. Living 2,400 16 Additional Agencies Contingency TOTAL $707,109 $167,903 (1) Includes designated funding (2) Includes $27,708 mid -year allocation 2 2,000 6,000 34,000 - 46,907 -- 10,483 $11,400 $359,489 United Coralville Way 1 $ 2,000 $ 11,160 600 10,437 1,200 24,713 650 11,500 - 18,485 1,750 5,819 1,200 15,295 2,000 13,610 -- 10,020 500 - 1,500 12,966 2,000 6,000 34,000 - 46,907 -- 10,483 $11,400 $359,489 *Received special allocation during year **Received $27,708 in special allocation 3 073�� JOIUISOH COUNTY 'IMAN SERVICES AGENCY FUNUNG FOR ..84 AND FY85 AND REQUESTS FOR FYb A enc Fundina % Change Request % Change FY84 FY85 84-85 FY86 85-86 Big Brothers/Big Sisters S 8,000 f 10,800 35.0 $ 15,000 38.8 CAIIHSA (VNA) 107,750 112,350 4.3 112,350 no change Community Mental health Ctr 266,489 314,015 37.0 381,283 8.0 Crisis Center - Interv. 22,000 24,262 10.3 25,840* 6.5 Crisis Center - Emergency 7,843 8,635 10.0 9,498 9.9 Domestic Violence Project 6,600 7,800 18.1 19,500* 150.0 Free Medical Clinic 27,575* 30,899 12.0 34,408* 11.4 HACAP 4,175 4,175 no change 4,554 9.0 Independent Living -- 2,400 NA 3,120* 30.0 Mayor's Youth Employment 2,000 2,200 10.0 3,144* 42.9 Mark IV/'Willow Crk. Ilbrhd -- 2,000 NA 2,600* 30.0 MECCA 95,000 103,000 8.4 103,000 no change Rape Victim Advocacy Prog. 8,969 9,865* 9.9 14,183* 43.8 Red Cross 3,000 4,000 33.3 4,000* no change i United Action for Youth 35,500* 37,500 5.6 46,000 22.7 Youth Hames 5,000 33 208** 5.6 54 600 64.4 Total Continuation $599,901 $707,109 17.9 $ 833,080* 17.8 Without ($125,971) Spec. Alloc. 13/3 NEW REQUESTS - EXISTING AGENCY Elderly Services Agency - - 1,500 7,000 4 -C's 5,000 iLegal Services NEW PROGRA14 REQUEST I MECCA - Acute Care -- -- 110,000 $123,500 New i Total $599,901 $707,109 17.9 $ 956,580 (3249,471) DIIS Transer - Deleted from DIIS Budget 1. Transferred to Joint Hearing Process ARC Sumner Prog $ 11,791 10,800 $ 12,511 14,500* 6.1 34.3 $ 16,000 16,866 27.9 16.3 Adult Day Program Lutheran Soc. Service 12 436 12 930 4.4 13 536 3.5 Total With Transfer $634,930 $747,100 17.7 $1,002,882 (255,782) *Received special allocation during year **Received $27,708 in special allocation 3 073�� NEW Red Cross 3,000 - 3,000 MECCA Acute Care - - CITY OF IOWA CITY 66,000 Adult Day Program -- - HUMAN SERVICES AGENCY FUNDING 4 -C's -- - - 7,000 FOR FY84 AND FY85 AND REQUESTS FOR FY86 Independent Living -- - - 720 MECCA Maintenance - - Without New $91 220 A Funding % Change Request Salary % Change (+$112,622) FY84 FY85 84-85 FY86 Adjustment 85-86 Big Brothers/Big Sisters $19,910 $21,901 10.0 $27,800 26.9 Crisis Center - Elderly Services Agency 2,484 Intervention 7,220 8,281* 14.6 8,460 6.5 2.1 Crisis Center - Emergency 7,843 8,627 9.9 8,737 United Action for Youth 1.2 Domestic Violence Project 8,250 10,420* 26.3 14,500 53.4 39.1 Elderly Services Agency 25,850 27,159* 5.0 27,836 12.8 2.5 HACAP 2,000 2,000 2,277 13.8 Mayor's Youth Employment 25,000 29,076* 16.3 29,000 5.4 .2 Mark IV/Willow Crk. Nbrhd 7,570 8,327* 10.0 9,400 23.1 12.8 Rape Victim Advocacy Prog. 8,969 9,865* 9.9 14,183 56.5 43.7 United Action for Youth 35,500 37,500* 5.6 39,365 5.2 4.9 Total Continuation $151,112 $163,156 7.0 $184,558 18.1 13.1 w/o salary 3.3 ($21,402) adjustment NEW Red Cross 3,000 - 3,000 MECCA Acute Care - - 66,000 Adult Day Program -- - 1,500 4 -C's -- - - 7,000 Handicare -- - 3,000 Independent Living -- - - 720 MECCA Maintenance - - 10 000 New $91 220 Total $154,112 3, 56 5.8 $27 0 (+$112,622) *The following agencies received additional allocations during FY85 for salary adjust- ments, which are included in these totals: Crisis Center -Int. $ 339 i Domestic Violence 970 Elderly Services Agency 2,484 Mark IV 696 i Mayor's Youth Employment 1,576 Rape Victim Advocacy Program 803 United Action for Youth 92 TOTAL T6 -,-93U 4 aaaf 3 07,31W CORALVILLE ^ HUMAN SERVICES AGENCY FUi..NG FOR FY84 AND FY85 AND REQUESTS FOR FY86 Agency Funding % Change Request % Change' FY84 FY85 84-85 FY86 85-86 Big Brothers/Big Sisters $ 2,000 $ 2,000 0 $ 2,500 4 -C'S -- -- -- 1,200 New Crisis Center - Interv. 1,200 1,200 0 1,400 16.7 Crisis Center - Emergency 650 650 0 1,000 53.8 Domestic Violence Project 1,000 1,200 20.0 1,500 25.0 Elderly Services Agency -- -- -- 500 New Handicare -- -- -- 950 New Mayor's Youth Employment 1,600 1,750 9.3 1,750 0 Mark IV/Willow Crk. Nbrhd -- -- 500 New MECCA 500 500 0 2,000 300.0 Rape Victim Advocacy Prog. -- -- 2,000 New Red Cross 2,000 2,000 0 2,000 0 United Action for Youth 600 600 0 700 16.7 Adult Day Program -- -- -- 500 New ARC 1,500 1,500 0 1,500 0 Total $11,050 $11,400 3.2 $20,000 75.4 3 07,31W — United Way Agencies Boy Scouts . . . . . . . . . . . . . . . • • . . . 501 - 519 Camp Fire . . . . . . . . . . . . . . . . . . . 520 - 543 Dental Services for Indigent Children. . . . . . . . . . . . . . 544 - 551 Geriatric Mobile Dental Program . . . . . . . . . . . . . . . . . 552 - 564 Mississippi Valley Girl Scout Council, Inc.. . . . . . . . . . . 565 - 582 Salvation Army . . . . . . . . . . . . . . . . . . . . . . . . . 583 - 605 School Children's Aid. . . . . . ... . . . . . . . . . . . . .. 606 - 616 L\ a3aP City of Iowa City - MEMORANDUM _, I Date: July 6, 1984 To: Members of the City Council From: Anne Carroll, Human Relations Director Cheryl Mintle, Human Services Coordinator Re: Salary Study of Human Services Agency Director Position During FY85 budget hearings for City funded human service agencies, the City Council discussed concerns about extremely low salaries paid many of the agency Director positions. It was felt that these low salaries had the potential to adversely impact the quality of agency services through the probability of increased turnover, difficulties with recruitment of qualified Directors, etc. Concerns about the level of benefits within and between the agencies were also noted. At that time the Council directed that a study be conducted to estab- lish guidelines to be used in funding Director salaries, and benefit packages for all agency employees. The sum of $6,000 was allocated by Council to provide for adjustments to any City funded agency Director positions found to be underpaid. Results of the study and recommendations are attached for your consideration and we will be in attendance at the July 2nd informal Council meeting to answer any questions you may have. At the same time that the City Council reviewed agency salaries and benefits, Johnson County .and United Way also expressed similar concerns and agreed to participate in a joint study of the problem. Members of the comnittee estab- lished to conduct the study included ourselves, MaryAnne Volm, for United Way; Dick Myers, Johnson County Supervisor; Marge Penny, representing the United Way Allocations Committee; Dave Schuldt, representing agency Boards; Peg McElroy, Director of Mayor's Youth, representing the agencies. In reviewing agency salaries we utilized procedures very similar to those used previously in salary/classification studies of City Administrative, Confiden- tial, and AFSCME employees. As is shown in Attachment A, agencies were slotted into five grades, based on their overall comparability to each other as established through use of the Hayes/Hill job evaluation system. (Agency Directors submitted detailed questionnaires describing their jobs, for evalua- tion purposes.) Separately, a salary survey was conducted both of comparable social service agencies in the top ten metropolitan areas in Iowa, and of local comparable positions. We experienced a number of difficulties in gathering salary data due to lack of similar organizational structure and functions in surveyed agencies, unwillingness to participate in the survey, and in some cases evidence of salary problems similar to those found within our agencies. Because of a lack of sufficient comparable salary data, in establishing the recommended salary ranges it was decided to instead rely instead on information available through the International Personnel Management Association (IPMA). A very conservative basis was used in establishing our recommended salary ranges, using as comparable the IPMA position of Social'Worker I which requires a BA and no experience, which is at a level of education, experience, and perform- ance expectations considerably below that expected for Director of an Iowa City human service agency. Salary Grade I was established to match the IPMA survey 6 a.3ZV salary (=17,398-124,357) and all other grades established as a multiple of that base. The IPMA salary range is somewhat comparable to a number of salaries in non -funded local agencies: Position Requirements Salary Range University Hospital- MSW -No experience $18,170-$28,806 Social Services Johnson County Social MSW -No experience $18,135-$24,592 Services Johnson County Social BA -No experience $16,581-$22,519 Services Linn County Social MSW -No experience $18,535-$22,755 Services Attachment B outlines our recommendations to bring all Director positions to the minimum of their salary ranges. Each of the funding sources for each agency would pay a portion of the salary increase which is equal to that funding source's relative contribution to the entire agency budget, as identi- fied in Attachment C. Agencies would not be forced to accept these funds, rather they would be notified that, if interested, they may apply for the funds, which may be utilized for salary increases only. If approved by Council, the City's share would be $6,960. Of the amount necessary, $6,000 was previously appropriated and $450 is available as unused from the FY84 human service agency Emergency Request Contingency fund. Following implementation, the salary guidelines could continue to be utilized by Council each year in responding to agency salary requests. In the future, staff plans to update the proposed salary ranges annually and to provide increases,encies vith so that available agenciesaon the may considersize of theirsalarytincrreeaseyee proposalsalary accordingly. Study results and implementation information have already been discussed with the United Way Board of Directors who endorsed the concept and referred the results to their Allocation Committee for implementation consideration. The information will also be provided to the Johnson County Board of Supervisors at their July 3 meeting. It is possible that these funding bodies may fund their portion of the implementation program, if approved, over a period of several years and, in any case, not until July 1, 1985, because no funds were budgeted for FY85. The study results have also been reviewed with human service agency Directors who responded very positively. The final portion of the study reviewed employee benefit packages because of the wide variation that exists between agencies. In order to permit compari- son, benefit packages were converted to 'points,' e.g., one day off equals one point, single health insurance equals 12 points per year, etc., as listed in Attachment E. We recommend that agencies be permitted to provide employee benefit packages which total between 50 points (similar to Johnson County employees) and 60 points (similar to City of Iowa City employees). One point equals approximately $75 in compensation and agencies whose benefit package exceeds the 50-60 point range may warrant a review of the appropriateness of the salary or salary increase requested of the funding bodies. 6a 3 The benefit points for each agency are attached and will also be provided each year during the budget process. Two City funded agencies (Crisis Center and Rape Victim Advocacy Program) for whom salary increases are now recommended to begin bring them to the minimum of their salary ranges have benefit packages exceeding the 50-60 benefit point range. Since the City portion of the salary increase will leave these positions still significantly below the salary range minimum, the full City salary increase is recommended. Staff will bring to the attention of these agencies the benefit guidelines and the salary/benefit issue may be addressed during the budget process. r-. • •� is n as AITAmIF?.7-A Grade Agency Salary RanEe Annualized Inc�nbent Next Salary Evaluation 1 Independent Living' 4 C's a $17,398 - 24,357 $16,000 9/84 $10.974 1/85 2 ARC* $18.790 - 26,306 $11,160 10/84 3 BB/BSaa Free Medical** i $20.292 - 28,409 $21,7001 6 85 / - Mark 18,000 4185 7/85 Red Cross $16,0D0 none RVAP $18,000 4/85 WY $16,0001 6/85 4 Crisis Center $21,916 $20,020 7185 Domestic Violence - 30,682 519,068 7/85 ESA $16,177 1/85 SS United Way ed Hay $16,945 6100 / 85 Youth Fomes $22,113 S CA M4 $24,840 .4/85 5/84 Coanmmity Mental Health $24'913.- 37,370 $30,000 1/85 GDOCIUIII 7/85 MECCA $32 207 $2S,S002 6 84 i l projected increase 2 salary increase expected a half time a" three quarter time 7a a3ad' A7TAOMZ-B FUNDING REMMATIONS BY SOURCE (To bring salaries to minimum of salary ranges.) Agency County United Way Other Total ARC _" $-- $2,609 $1,206 $3,815 Crisis Center 339 1,037 1,037 435 $2,848 Domestic Violence 970 798 1572 2399 $ 5,739 ESA 2,484 1,006 1,134 1,192 $5,816 4 C's -- -- 2,512 700 $3,212 Free Medical (3) -- 5,474 6.287 191 $11,952 Handicare -. -_ -- 2,292 =2,292 Independent Living -- 76 331 292 $699 Mark IV 696 167 1,541 1,888 $4,292 Mayor's Youth 1,576 124 333 2,938 $4,971 Red Cross -- 167 571 1,554 $2,292 RVAP 803 803 S74 2,112 $4,292 UAY 92 92 25 63 $272 'OTS $6,960 9744 18,526 17,262 52,492 8 x3.71 F ATTACft•DNF- C UNITED WAY --- --- 100.0 TOTAL 16.3 % 15.7 % 30.1 % 37.9 %. *Funding received as part of the annual Human Service Hearing Process. ARC, Handicare and ESA receive other County grants through other sources. 8a o��eZd 'PERCENT FUNDING AGENCY CITY COUNTY UNITED WAY OTHER ARC --- % --- % 68.4 % 31.6 S CRISIS CENTER 11.9 36.4 36.4 15.3 DOMESTIC V. 16.9 13.9 27.4 41.8 ESA 42.7 17.3 19.5 20.5 4C's --- --- 78.2 21.8 FREE MED. --- 45.8 52.6 1.6 HANDICARE --- --- --- 100.0 IND. (VG. --- 10.8 47.4 41.8 RED CROSS --- 7.3 24.9 67.8 MARK IV 16.2 3.9 35.9 44.0 MAYOR'S Y0. 31.7 2.5 6.7 59.1 TVAP 18.7 18.7 13.4 49.2 v UAY 33.7 33.7 9.4 23.2 UNITED WAY --- --- 100.0 TOTAL 16.3 % 15.7 % 30.1 % 37.9 %. *Funding received as part of the annual Human Service Hearing Process. ARC, Handicare and ESA receive other County grants through other sources. 8a o��eZd i SOURCE - FY85 AGENCY CITY ARC $--- CRISIS CENTER '7.942 DOMESTIC V. 9,450 ESA 24,675 4C's --- FREE MED. --- HANDICARE -"- IND. LVG- 66,720 RED CROSS --- MARK IV 8,327 MAYOR'S Y0. 27,500 RVAP 9,865 UAY 37,50D UNITED WAY --- TOTAL $125,259 ATTACHeff- D AGENCY FUNDING BY SOURCE - FY85 BUDGETS COUNTY UNITED WAY OTHER TOTAL $ --- $ 12,966 $ 6,000 $ 18.966 24,262 24,262 10,254 66,720 7,800 15,295 23,340 55,885 --- 11,255 21,722 57,652 --- 6,414 1,786 8,200 30,899 35,437 1,028 67,364 -__ --- 55,818 55,818 2,400 10,483 9,241 22,124 4.000 13,610 37,030 54,640 . 2,000 18,485 22,549 51,361 ' 2,200 5,819 51,302 86,821 9,665 7.053 25,882 52,665 37,500 10,436 25,896 111,332 --- 60,000 --- 60,000 $120;926 $231,515 $291,848 $769,548 9 a3.79' ATTACIt B w -E City of Iowa City MEMORANDUM DATlm 6/11/84 TO: Social Services Agencies and Funding Bodies FROM: Salary/Benefits Review Committee tit Fnployee Benefits for Social Services Agencies - Recommendations To promote equity and consistency in the allocation of benefits for employees of Social Service Agencies funded by the City of Iowa City, Johnson County and the United Way of Johnson County the following are proposed to guide decisions regarding establishment of the appropriate levels of employee benefit allocations: 1. Recommended benefit allocations for full time permanent agency employees are at minimum 50 benefit points and should not exceed 60 benefit points. Benefits may be prorated for part time permanent employees. 2. Benefit point equivalents are as follows. Within the 50-60 point range benefits may be selected as determined to be appropriate by each agency. Benefit Points 1 day off _ 1 point 1 year single health 1 year single + family health = 12 points 24 points Life Insurance 1 x annual per yr. 1/2 point LTD coverage per.,year 1 year single dental 1 point = 2 points 1 year single + family dental = 4 points 3. For Salary/Benefit comparison purposes 1 benefit point = $75.00. Benefit packages which exceed the 50-60 point range may warrant review of salary level. 9a a13a AGENCY BENEFIT POINT COUNTS 10 a3 •? S1 Days off Health Dental LTD Life TOTAL 4 C's 0 0 0 0 0 0 United Way 31 12 2 .5 0 45.5 Comm. Mental 52 12 0 .5 0 64.5 — Health Crisis Center 52 24 0 0 0 76 Intervention CAHRSA 33 12 0 0 0 45 Domestic Violence 46 12 0 0 0 58 ESA 32 12 0 .5 0 44.5 Youth Homes 32 0 0 0 0 32 Mark IV 38 24 0 0 0 62 0 RVAP 54 12 0 .5 0 66.5 Free Med. Clinc 30 12 2 0 0 44 UAY 40 0 0 .5 0 40.5 Red Cross 39.5 0 0 0 0 39.5 ARC 0 0 0 0 0 0 Indep. Living 13 0 0 0 0 13 BB/BS 18 0 0 0 0 18 Handicare 11 0 0 0 0 11 MECCA 34 24 0 0 0 58 Goodwill 30 12 0 0 0 42 Mayor's Youth 35 12 0 0 0 47 " Full time - 24 10 a3 •? S1 CITY OF IOWA CITY HUMAN SERVICE AGENCY QUARTERLY REPORT Annual Reports - Fiscal Year 1983-84 Big Brothers/Big Sisters of Johnson County Total annual matches were up 23.1% from FY83 to FY84 (from 147 to 181). While most matches showed modest increases, a larger increase (from 66 to 89) in matches of girls with big sisters occurred. The number of new matches (73) in 1984 was up from 67 the previous year. Terminations decreased from 63 to 50. New inquiries from boys decreased slightly (from 49 to 45), but new inquiries from girls increased slightly (from 27 to 32). New inquiries from adult individuals increased (from 87 to 98 for men, 134 to 149 for women), while new inquiries from couples remained relatively constant. Applications from females (36 in FY83 to 60 in FY84) were sufficient to offset slight decreases in male and couple applica- tions; total applications received increased 23.2% (from 82 to 101). Total service contact increased 62.8% (from 3,231 to 5,259), with a 67.4% increase in intakes (from 1,696 to 2,839) and a 20.3% increase in fol- low-ups (from 2,011 to 2,420). The average length of match showed a 12.5% increase from 18 months to 20.25 months. Iowa City Crisis Intervention Center Total contact at the Crisis Intervention Center increased 59.2% (from 9,880 to 15,731). While crisis only calls increased 489% (from 2,084 to 12,270), crisis with referral calls decreased 73.4% (from 5,794 to 1,544). The percentage of phone calls between the hours of 11:00 PM -8:00 AM dropped while all other times increased. This may be related to the fact that more calls are business type calls relating to the food bank. In fact, calls between 8:00 AM and 11:00 AM showed the largest increase. Another large increase was in the number of clients under 20 years old and also clients in their 50's. Of the problems presented, rape and sexual harassment calls (a 113.1% increase from 61 to 130), financial and employment problems (up 89.7% from 438 to 831), parent/child relationships (up 64% from 197 to 323), school (up 53.3% from 45 to 69), and housing (up 51.5% from 234 to 371). The Crisis Intervention Center has noticed a large increase in numbers of families rather than individuals needing housing. Crisis Center Emergency Assistance Program Requests for assistance increased 12.3% from 1,591 to 1,787. Food was the only type of financial assistance provided which increased (up 71.9% from 288 to 495). Fewer persons were denied financial assistance (down 66.7% from 144 to 48). Client families (up 79.4% from 1,049 to 1,882) and couples (up 30.6% from 186 to 243 increased, while individual clients, both male and female, declined by 12.1% (from 1,535 to 1,349). There was also a 204.7% increase (from 107 to 326) in the number of preschool clients. Clients over age 65 also increased substantially (up 51.5% from 33 to 50). 11 073,.f 2 - Crisis Center Food Bank Program ' The amount of assistance provided by the Crisis Center Food Bank increased 123.3% (from 3,201 to 7,148). According to the Food Bank, because of increased support at the Food Bank (up 56.9% from 1,961 to 3,077), reliance upon grocery vouchers has decreased 55.7% (from 654 to 290) Though increases have occurred in all client groupings, the number of female clients increased 26.6% (from 763 to 966), while male clients increased only 2.7% (from 892 to 916). The number of families increased 129.9% (from 2,197 to 5,052), and the number of couples increased 158.7% from 150 to 388. Due to cuts in the WIC program, the number of clients under age 5 increased 203.1% (from 192.to 582). Also experiencing large increases were numbers of clients aged 51-65 (up 107.4% from 108 to 224). Among reasons given for needing assistance, those stating their wages were insufficient for inflation increased 683.1% (from 189 to 1,480). Most other reasons given also increased, except for spouse abuse and awaiting public assistance. Domestic Violence Project The Domestic Violence Project's 24-hour crisis counseling telephone service received 101% more calls in FY84 than in FY83. The number of new callers increased 130%, while the number of carryover clients increased only 20%. The number of clients actually requiring shelter during FY84 remained the same. The number of sheltered visits during the year decreased 16.4%, while the length of visits increased 89%. The number of sheltered adult clients between 18 and 30 years of age decreased 15%, while sheltered 31-50 year old clients increased 38.7%. The 16.4% decrease in the number of children under 5 was accompanied by a 225% increase in those aged 9-12. The average length of stay for women with children increased 128.6% (from 7 days to 16)', while the average length of stay for women without children increased 41.7% (from 12 days to 17). Elderly Services Agency Information and referral• calls increased 5% (from 3,460 to 3,635) from FY1983 to FY1984. Outreach, the number of home and phone visits and the number of people receiving food, increased 58% between the two years (from 3,860 to 6,119). Chore and respite care increased 133% (from 7,431 to 17,338). This measurement is hours of service. 460 persons were served in FY84. 2,787 jobs were provided. Mayor's Youth Employment Program The number of ths contacts increasedu32.6% m(frod m135ed n creased 2 to 179), with t(from umber placed on the waiting list decreasing from 77 in FY83 to 56 in FY84. The Iowa City Schools grown. Inma1983, therIowa Cityreferral Sch Schools referredits 2059%hare (19) Ofreferrals all Youths referred to the Mayor's Youth Employment Program, In 1984, they provided 33.8% (43) of all referrals. Terminations YEP initiated 88%�(44)aofdthe iterminations % from 1984 they 6terminatedly but in lon93 M66% (37). The number of youth - initiated terminations increased from 4 to 14. 12 0?3�� -3 - Work -education activities have been expanded. In 1983, these activities included only land management, human service work, and restaurant work. In 1984, recreational development and community improvement were added. Human service work still constitutes roughly the same percentage of such placements. Although the male/female ratio is still roughly the same, an increase in clients aged 14-15 was noted between 1983 and 1984. In 1983, this age group comprised 25.6% of total clients (78); this percentage increased to 34% (of 94 total clients). Rape Victim Advocacy Program Total crisis calls increased 69.3% from FY83 to FY84. The biggest increases in type of call was in the current rape category, which rose 25.9% (from 54 to 68), and in exhibitionist calls, which increased from 2 to 5. Information and referral calls also showed large increases, from 66 in FY83 to 186 in FY84. These calls show a pronounced trend away from information only (37 in FY83 and 68 in FY84) toward information with referral (17 in FY83; 118 in FY84). In the Abuser/Victim category, numbers of abusers who were strangers decreased 201. (from 70 to 56). Acquaintance abusers remained constant. There were large increases, however, in abusers who were relatives (up 133% from 12 to 28), unknown (from 2 to 15), and in gangs (11 in 1984; 0 in 1983). United Action for Youth The number of youths served in the Outreach Program remained relatively constant (284 in 1983, 256 in 1984). More of the Outreach clients are still in school (80.3% in 1983, 92.2% in 1984). A larger percentage. of clients are choosing to participate in both the Outreach and Synthesis programs (19.4% in 1983, 30.1% in 1984). Youth participated in the Synthesis Program is up from 118 in 1983 to 216 in 1984. All types of projects worked ori have shown increased interest. The trend in the Synthesis Program appears to be toward smaller workshops and toward one -on -ane lessons. Willow Creek Neighborhood Center Due to program changes, it is difficult to compare FY83 to FY84. Emer- gency assistance decreased approximately 53% (from 314 persons served to 146), due to the discontinuation of the short-term loan and food cupboard programs. Counseling/support services also decreased 46.3% (from 423 persons served to 227). Although all types of counseling and support services experienced declines, the most noticeable is the decrease in after school counseling (from 85 to 23) Considering that this program had been created in mid -1983 and operated only in the last half of FY83, the drop is considerable. By contrast, the recreation/social programs at Willow Creek nearly doubled (662 to 1,373). Making up the largest increases were the adult Wednesday community meal, the children's summer program, and special events. Community outreach/information services also increased. The newsletter, changed from biweekly to monthly, is now distributed to all households. Friendly visiting/outreach reached 88.1% more households (from 134 to 252), but senior visits remained constant, and the Welcome Wagon use dropped 40% (from 75 households to 45). Another trend noted is the phenomenal increase in community outreach/ information 13 a3A f -4 - services provided to persons outside the Mark IV/Willow Creek area. Clients from other areas grew from 3 to 119. Although Willow Creek's education program added child and adult classes in the third quarter of FY83, total participants dropped 20% (from 481 to 385). Even in the two additional programs, adult class participants dropped from 65 in 'the last half of FY83 to 23 in FY84. Children's classes showed a slight increase (49 to 54) comparing the full FY84 to the last half of FY83. Again, the increase in services provided to persons outside the Mark IV/Willow Creek area (from 19 to 33) is noticeable. Willow Creek has added a transporta- tion service. 64.8% of the service provided was for the two children's programs. I',' 14 a3a� USING THE BUDGET AND PROGRAM INFORMATION Budoet Form 1 gives a program summary and lists local funding received astl trxo years and requested next year according to the funders' fiscal years and the agencies' fiscal year is noted in the top left hand corner. Budget Form 2 presents an overview of agency revenues and expenditures and Budget Forms 3-8 provide this information in detail. Budet Farms 2 25 h 8 give dollars in terms of the agency's own fiscal year i.e. calendar, federal, etc.). Budget Form 2 presents an overview of agency revenues and expenditures for a three-year period, including the past, present, and proposed budget years. Form 1 summarizes Total Operating Income on Line 1 including carry- over balance and other income detail in a and b. Line 2 reflects Total Expenditures which are broken down by program and administration in a and b. Line 3 is the Carry-over Balance - difference between line 1. Income and Line 2. Expenditures. In -Kind Support is summarized in Line 4 and Non -Cash Assets in Line S. Budoet Form 3 provides Income Detail for all three years. This form shows onTy rcash revenues - no in-kind. Total income is at the bottom with space for comments. Budget Form 4 gives Expenditure Detail, again, only cash items for all three years are reflected here. Total Expense is at page bottom with room for comments. Budget Form 5•consists of four sections: Salaried Positions lists each agency position, indicating percent time and salary for each of the three years. Restricted Funds lists all monies earmarked for restricted use for the three years as well as who restricted them and for what use. Matching Grants shows all matching grants for three years including grantor, matched source, and percentage formula used. In -Kind Support Detail is the only place where non-cash resources are shown other than where they are summarized on Budget Form 2. Items should include the type of support and quantity over the three years. Budoet Form 6 provides information on personnel taxes and benefits plus eave po is es and hours and days of operation. Taxes and benefits are listed for three years and rates are detailed for the budgeted year. Budget Form 7 details Donor Restricted Funds. Budoet Form 8 details Board Restricted Funds. 15 �3.? P Agency Questionnaire Agency history and purpose, programs, management, and financing are covered in narrative form. UNITED WAY OF JOHNSON COUNTY DIRECTOR: Margaret Passeri AGENCY NAME: Big Brothers/Bio Sisters CITY OF IOWA CITY s JOHNSON COUNTY ADDRESS: 3149 Highway 218 South HUMAN SERVICE AGENCY BUDGET FORM PHONE: 337-2145 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: Nargaret Rasseri (Please circle year your agency uses) APPROVED BY BOARD: aut r zed �1 signature COVER PAGE on 11/1/84 1 date Program Summary: (Please number programs to correspond to Income Exp�(//,Fense Detail, i.e., Program 1, 2, 3, etc.) Through Big Brothers/Big Sisters of Johnson County, six to fourteen year old youth from single parent families are matched with adult volunteers for long-term one-to-one friendships. The goal of the Big Brothers/Big Sisters Program is to provide supplemental opportunities for the social, emotional, mental and physical development of children from single parent families. The adult volunteer and child meet on a weekly basis to share interests and participate in activities. The professional casework staff orients, interviews, screens and meets regularly with each person in the match, volunteer, parent, and child. The staff also provides encouragement and support to the single parent families involved in the program. Big Brothers/Big Sisters is a youth program of the Johnson County Extension Service and is affiliated with the national Big Brother/Big Sister program. Local Funding Summary: CALENDAR„e„oc PROPOSED 1985 FY 84 FY 85 tY ac City of Iowa City $18,100 $ 19,910 $ 21,901 $ 27,800 Johnson County $ 61000 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3%31/86) United Way of Johnson County $10,000 $ 2,499 $ 11,160 $ 12,925 FY 84 FY 85 tY ac City of Iowa City $18,100 $ 19,910 $ 21,901 $ 27,800 Johnson County $ 61000 $ 8,000 $ 10,800 $ 15,000 City of Coralville $ 1,600 $ 2,000 $ 2,000 ( $ 2,5Uu FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ I $ $ $ 17 i aaa � BUDGET I. TO] a. b. 2. TO' a. b. r_- 3. EI 4. IP S. N( Notes AGENCY: Big Brothers/Big Sisters Conditions of Association BigBrothers/Big Sisters Agency: of Johnson County AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up—date annually.) Big Brothers/Big Sisters of Johnson County, formerly the Pals Program, was establish- ed in 1976 when the Johnson County Extension Service "big sisters" program and the Optimist Clubs' "uncles" program joined forces. This merged service, proposed and supervised by the Extension Service, continues to be one of its 4H 8 Youth programs. It is also an affiliate of Big Brothers/Big Sisters of America. With the help of adult volunteers, Big Brothers/Big Sisters aids the social, emotion- al, mental and physical development of children from single parent families. Children between the ages of 6-14 years are matched with adults in a one-to-one relationship for guidance and friendship. There is no charge to families for this service. In FY 84 we will maintain up to 120 matched pairs in our regular program. In FY 85 we will serve 150 - 200 children by adding a half-time caseworker. Adult volunteers will be expected to make at least a one year commitment to the child. Adult effectiveness will be monitored by regular staff follow-up and augmented by quarterly in -services. Additionally a Volunteer Training Program will be developed to meet the challenge of working closely with a child during his/her formative years. Police checks of potential volunteers provide added assurance of adult suitability. Presently our service to volunteers and families 'is evaluated by self -reporting measures. In 1984 we introduced service assessment methods to evaluate the program for its effectiveness with children. These new testing/reporting techniques will provide statistical information for staff and funding bodies in 1985. Without actively recruiting, we continue to have a waiting list of over 80 children. The majority of children waiting for service are young boys. A significant per- centage are county children. In the past year we have increased our service to the county to 25% of our existing matches (as of 9/84). However, an ongoing need for service to county areas persists. Meeting goals necessitates an increase in case- work hours. In 1984 Big Brothers/Big Sisters Board conducted a successful fundraiser which pro- vided our program with needed operating revenue. Our fundraiser, Bowl -for -Kids -Sake, and our sponsor program (Advocates) will continue to solicit community support dollars. We are appealing to our city, county and United Way funders to support a new half- time caseworker and add benefits for program staff. 23 a3.?If -1- ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Through the use of adult volunteers, to aid children from single -parent fami- lies to develop into healthy & functioning adult members of their community and of society at large; and to assist these children in their continuing social, emotional, mental and physical development. B. Programs & Brief Description 1) Big Brothers/Big Sisters-- Matches children with adult volunteers for long-term supervised one-to-one relationships. 2) G.A.P. (Group Activity Program)-- Offers supervised peer interaction, education- al social & recreational skills for children on BB/BS waiting list and selected others with special needs. C. Tell us what you need funding for. Money requested will be used exclusively for program maintenance and expansion. All overhead and secretarial services are paid by the Johnson County Extension Service through FY 85. As of FY 86 we will pay $4500 toward rent & supplies. D. Management 1. Does each professional staff person have a written job description? Yes X No ("V. 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes No X a) If "yes", under what circumstances b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable We raise funds through: 1) Annual fundraising event (Bowl -for -Kids -Sake in FY 84) 2) Sponsor support and contributions (Advocates Program) 24 ,�3.�e I -2- F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 584 b) Unduplicated count 554 (service to volunteers not included) 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 374 b) Unduplicated count 353 service to volunteers not included) 3. How many units of service did your agency provide to Johnson County residents last year? 5,190 * (see below) 4. Please define your unit of service One hour of direct caseworker/client contact; adminstrative time is not included. S. In what ways are you planning for the needs of your service ( population in the next 5 years? A) Recruit male volunteers and county residents B) Develop and institute a Volunteer Training Program. C) Evaluate program effectiveness through research/testing. D Expand service and reduce the waiting list. E Add casework staff person. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. i Since evaluation by Big Brothers/Big Sisters of America, we have had a caseload ceiling of 120 matches or 60 cases per caseworker. Until we can add staff, we have stopped accepting applications from children/families requesting service. We will serve those children on the waiting list before opening the application process. (See Appendix A and B for breakdown of service delivery). i 25 a13?r i -3- 7. List complaints about your services that you are aware of. On the average, a child requesting a Big Brother or Big Sister waits a year to be served. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? Recruitment of male volunteers and hiring additional staff will allow us to serve children on waiting list. How many people are currently on your waiting list? 86 children as of 10/84. 9. In what way are your agency's services publicized? A) In the major local media (newspaper, radio and television) B) Through neighborhood informational meeting C) In addresses to area groups, community organizations, service clubs and classes. 0) Through widely disseminated brochures and postings. E) By other social service agencies and referral sources. F) By families 8 children receiving service G) By volunteers active in the program. 26 073.7 If AGENCY GOALS FORM Agency Name Big Brothers/Big Sisters of Johnson County Year 1986 Name of Programs Big Brothers/Big Sisters of Johnson County BIG BROTHERS/BIG SISTERS OF JOHNSON COUNTY Goal: To provide one-to-one guidance and companionship to children between the ages of 6-14 from single parent families in Johnson County. Objective A: In 1986, to provide service up to 150 active "matches". Tasks: 1. Make at least 6 matches per month with no more than four terminations for an increase of 2 matches per month. 2. Supervise the child -adult relationships following the match maintenance and evaluation schedule outlined in BB/BS policy. 3. Keep written records of match progress and maintenance checking with parents, schools, and referral sources. 4. Offer support services to the 80 children on the waiting list. 5. Recruit 10-20 "Little Sisters" by: ( a) requesting referrals from Child Psych., United Action for Youth and our other referral sources. b) Holding neighborhood informational meetings pub- licizing immediate openings for young girls. c) Making public announcements in the media. 6. Maintain a percentage of county matches consistent with the county need for service. 7. Hire a half-time caseworker -- possibly with primary responsibility to county children. Objective B: In 1986, to recruit and train an additional 50-60 volunteers to serve as Big Brothers/Big Sisters. Tasks: 1. Publicize the need for qualified adults emphasizing: a) benefits to the child. b) volunteer satisfaction. c) option for Couple Matches (a couple with a child). 2. Promote the program and its purposes through: a) feature stories and monthly public service announcements. b) formation of a Speakers Bureau. (more) 27 3. Hold 8-10 public volunteer orientation meetings and offer indi'vidual sessions as needed. 4. Offer at least 1 county orientation meeting in an area of particular need. S. Offer 4 in -services yearly to volunteers to increase skills and/or provide information relevant to their match. 6. Distribute 12 newsletters informing volunteers of pro- gram activities, training and information. 7. Develop and implement Volunteer Training Program. Objective C: In 1986 to provide adequate staff and board membership for administration, financial stability and service delivery. Tasks: 1. Maintain Board membership at no less than 15 and no more than 20 members. a) representing parents and volunteers in the program. b) representing community interests and resources. c) representing johnson County, Iowa City and Coralville residents. 2. Supervise the planning process using board and paid staff by: a) updating the Long -Range Plan yearly. b) identify objectives reached and objectives out- standing. 3. Provide program evaluation and assessment by: a) requesting information from parents and volunteers. b) testing children involved in the program. c) Tabulating results of reports and tests. 4. Monitor staff performance by yearly: a) assessing the Coordinator (by BB/BS Board and Extension Representatives). b) evaluating caseworkers (by BB/BS Executive Director) 5. Raise funds needed for program operation and stability by: a) recruiting financial supporters (Advocates). b) holding one major fundraising event (Bowl -for - Kids -Sake). 6. Adjust staff benefits by: a) offering insurance coverage for staff members. b) evaluating staff benefits. (more) 28 Resources Needed To Accomplish Program Tasks 1) One full-time paid Coordinator 2) Two full-time paid Caseworkers 3) One half-time paid Caseworker Cost of Program WAITING LIST, IN PROCESS: Intake Child 60 @ .5 hrs = 30 hrs/yr Parent 60 @ 2.5 hrs = 150 hrs/yr (120) 180 hrs/yr GROUP ACTIVITY PROGRAM: Child 31 @ 2.0 hrs - 62 hrs/yr Parent 28 @ 2.0 hrs = 56 hrs/yr (59) 118 hrs/yr G� Unduplicated Count - 337 Duplicated Count - 362 (Hrs Per Yr - 4,694) Unduplicated Count - 38 Duplicated Count - 40 (Hrs Per Yr - 198) Unduplicated Count - 120 Duplicated Count - 120 (Hrs Per Yr - 180) Unduplicated Count - 59 Duplicated Count - 62 (Hrs Per Yr - 118 TOTAL Unduplicated Count - 554 TOTAL Duplicated Count - 584 (TOTAL Hrs Per Yr -5190) r, APPEP'X A Big Brothers/Big Sisters of Johnson County MATCHES: FY 84 - Johnson County Service Intake and Match Education Shu lora an Ted rmination Child 181 @ 2.5 hrs = 453 hrs/yr 10.5 hrs = 1901 hrs/yr Parent 156 @ 4.0 hrs = 624 hrs/yr 11.0 hrs - 1716 hrs/yr (337) 1077 hrs/yr 3617 hrs/yr WAITING LIST, ACTIVE: Intake and Match Education & Support Child 20 @ 3.5 hrs = 70 hrs/yr 1.0 hrs = 20 hrs/yr Parent 18 @ 5.0 hrs = 90 hrs/yr 1.0 hrs = 18 hrs/yr o (38) 160 hrs/yr 38 hrs/yr WAITING LIST, IN PROCESS: Intake Child 60 @ .5 hrs = 30 hrs/yr Parent 60 @ 2.5 hrs = 150 hrs/yr (120) 180 hrs/yr GROUP ACTIVITY PROGRAM: Child 31 @ 2.0 hrs - 62 hrs/yr Parent 28 @ 2.0 hrs = 56 hrs/yr (59) 118 hrs/yr G� Unduplicated Count - 337 Duplicated Count - 362 (Hrs Per Yr - 4,694) Unduplicated Count - 38 Duplicated Count - 40 (Hrs Per Yr - 198) Unduplicated Count - 120 Duplicated Count - 120 (Hrs Per Yr - 180) Unduplicated Count - 59 Duplicated Count - 62 (Hrs Per Yr - 118 TOTAL Unduplicated Count - 554 TOTAL Duplicated Count - 584 (TOTAL Hrs Per Yr -5190) r, APPbWIX B Big Brothers/Big Sisters of Johnson County FY 84 - Iowa City Service MATCHES: Intake and Match Child 130 @ 2.5 hrs = 325 hrs/yr Parent 115 @-4.0 hrs = 460 hrs/yr 245 (785 hrs/yr) WAITING LIST, ACTIVE: Intake and Match Child 17 @ 3.5 hrs = 60 hrs/yr Parent 15 @ 5.0 hrs = 75 hrs/yr 32 (135 hrs/yr) WAITING LIST, IN PROCESS: Intake Child 22 @ .5 hrs = 11 hrs/yr Parent 21 @ 2.5 hrs = 53 hrs/yr 43 (64 hrs/yr) iGROUP ACTIVITY PROGRAM: Child 18 @ 2.0 hrs = 36 hrs/yr Parent 15 @ 2.0 hrs = 30 hrs/yr f 33 (66 hrs/yr) Education, Support and Termination 10.5 hrs = 1,365 hrs/yr 11.0 hrs = 1,265 hrs/yr 2,630 hrs/yr Education 8 Support 1.0 hrs = 17 hrs/yr 1.0 hrs = 15 hrs/yr 32 yrs/yr Unduplicated Count - 245 Duplicated Count - 260 (Hrs Per Yr - 3415) Unduplicated Count - 32 Duplicated Count - 34 (Hrs Per Yr - 167) Unduplicated Count - 43 Duplicated Count - 44 (Hrs Per Yr - 64) Unduplicated Count - 33 Duplicated Count - 36 (Hrs Per Yr - 66) TOTAL Unduplicated Count - 353 TOTAL Duplicated Count - 374 TOTAL Hrs Per Yr - 3712 DIRECTOR: William H. Boothe UNITED WAY OF JOHNSON COUNTY AGENCY NAME: CAtOiSA/VNA CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1115 Gilbert Court HUMAN SERVICE AGENCY BUDGET FORM PHONE: (319)337-9686 COMPLETED BY: William H. Boothe FISCAL YEAR 1986 CALENDAR YEAR 1985 1 (Please circle yea APPROVED BY BOARD:- (authorized signature COVER PAGE on E - date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. SKILLED HOME CARE - Home visits by RN, Physical Therapists, occupational Therapists, Speech Pathologists, Social Worker and Home Health Aide. ' I. HEALTH PROMOTION/MATERNAL CHILD HEALTH - Home visits by RN, Physical Therapist, and Social Worker. 7. ELDERCARE - Provision of health promotion and prevention at nine sites throughout Johnson County. services include flu shots, foot clinics, health screening and education programs. ! 1. CHILD HEALTH CLINIC - Provision of health screening, counseling, referral, immunization and developmental assessments to children to age 16. 5. COMMUNITY PROGRAMS - Provision of health counseling, screening and education to general community and employee groups. Local Funding Summary: CALENDAR YEARS PROPOSED 1985 1983 1/1/843/31/84 4/1/843/31/85 (4/1/83/31/86) United Way of Johnson County 45,490 $ 11,375 $ 46,550 $ 46,550 FISCAL FY 84 FY 85` FY 86 YFARS City of Iowa City $ S $ Johnson County 111,250 1 $ 116,0001$ 112,350 S 112 0 City of Coralville I. $ s S FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ I $ I $ $ J 32 AGENCY: CAHHSA/VNA INCOME DETAIL 34 d3"?P ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEAf PROJECTEE NEXT YE I. Local funding sources(List below) 170,570179,825 184,550 26,380 51,319 57,200 a• United Way 45,490 '-46,000 46,550 6,983 391567 v b• JCBH - Master Contract 111•,250 .114;000 112;350 ,15,550 " 51 800.y c• JCBH - HHA Contract 33',830 + ii .7:000 a d. JCBH Sal 4�'+'`i .,yy 12,825 25 ;650 3;848 1,752 5;400 e• �5-eGalr f • N"Kl.tw t � S!_:Yr T t �.lv G „�a. x �t .. t .. }.Y�.l ++,� .lt ,%a+eerjxy h'C.. MY�.('�} �hl'✓wCil+[t 2. State,Federal,Foundations(List) 272,235 330,500 306,500 45,975 259,250 a. JCBH - Ekpansion Grant 33;700 zliv 129;000 30;000 b. JCBH - WIC Contract sN1;146%!1;500 • 1;500 '+122S 1 +" M ` V�E'-` c• Medicare r`f53581 `205;000 190;000 �26;SD05 Ail d• Medicaid { 83;808 95;000 •1851000 12;7501 3. Contributions/Donations 1,932 11000 2,500 375 2,125 4. Special events(List below) a. b. ua ✓. C. i ' 5. Net sales -services 9,454 10,0001 10,000 11500 8,500 6. Net sales -materials 7. Interest income 3,69 4,0001 4,000 600 3,400 8. Other(List below,including mist.) 20,55f 19,000 16,000 2,400 13,600 a• Blue Cross/InsuranceX810 Y..17sO0D .15,000 :.2,250 12,750 +, + b. a3';A5,04Z OOD Miscellaneous - -.1,000 1501; 1850. orf r .a ♦r TOTAL INCOME (Show also on page 2, line lb) 878,43 544,325 523,550 77,230 338,194 57,200 Notes and comments: 34 d3"?P AGENCY: CAHHSA/VNA INCOME DETAIL (Continued) PROGRAM PROGRAM PROGRAM I PROGRAM PROGRAM I PROGRAM A c I , EXPENDITURE DETAIL AGENCY: CAHHSA/VNA EXPENDITURE DETAIL (Continued) AGENCY:, CAHHSA/VNA r PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Salaries 16,000 16,650 6,000 2. Employee benefits 8 taxes 2 400 2 498 900 3. Staff development 400 400 100 4. Professional consultation S. Publication;/Subscriptions 450 50 50 6. Dues 8 Memberships 7. Rent 300 300 300 8. Utilities 9. Telephone 200 200 50 10. Office supplies b postage 200 200 50 11. Equipment purchase 8 rental 50 50 25 12. Equipment/Office maintenance 25 13. Printing b publicity 100 100 100 14. Local transportation 500 100 100 15. Insurance 100 100 25 16. Other (specify): gad Debt 17. Medical Supplies 2,000 18. Contract Ser ices 2,000 19' legal and Acc?o=ting 550 20. Depreciation: 300 also on age 2 21,625 TOTAL EXPENSES page p,line 2 24,723 7,750 Notes and comments: '^1 I AGENCY: rAHHCAAM SALARIED POSITIONS Position Title / Last Name FTE' (SEE AWACHM04f) AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET S CHANGE RESTRICTED FUNDS (Complete detail, Forms 7 b 8 Restricted by: Restricted for: Board Marketing Board Deficit 1,918 11,568 19,538 6,850 MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers Material Goods Space, utilities, etc. Other: (Please specify) *Full COMMUNITY AND HOME HEALTH SERVICE AGENCY/ THE VISITING NURSE ASSOCIATION AAAAAAAAAAAAAAAAAAA'AwAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA SALARIED POSITIONS - FY 1985 POSITION FTE 1983 FTE AAAA AAAA A A A^^A^^nAlnAAnAAAA AAAAAAA^^AAAAAA AAAAAAAAA AAAAAAAAA 1984 FTE AAAA A AAAAAA 1985 % CHANGE A AAAAAAA A A A An A nA AAAAAA Executive Director 1 30,000 1 32,000 l 33,600 Director of Professional 5 Services(1) 1 2,700 1 13,500 1 28,000 5 (23,050) (13,100) Home Care Manager .85 17,700 .85 18,900 .85 19,845 5 I& R Nurse Staff Nurse 1 12,900 1 13,700 1 14,385 5 Pediatric Nurse 7 127,377 7.1 125,000 6.4 114,448 -8 Practitioner .5 8,500 .5 8,700 .5 9,200 5 Clinic Nurse .25 2,700 .25 2,900 .25 3,045 5 Physical Therapist .75 15,500 ' 1 21,200 1 22,195 5 Social Worker 0 •5 7,300 .5 7,665 5 w Volunteer Coordinator 0 .25 3,000 .25 3,150 5 Administrative Assistant 1 17,000 1 18,000 1 18,900 Bookkeeper .25 5,500 .5 6,000 .5 6,300 5 / Clerk Home Health Aide(2) 1.7 4 25,000 1.7 26,000 1.7 27,300 5 Weekend Nurse(3) 40,000 4 23,000 0 -100 % VST. 16,800 VST. 6,967 -59 % TOTAL 304877 336000 315000 -6 (1) Salary of Director of Professional Ser'vices was paid directly by Johnson County Health Department prior to 7/1/84. Salary Is now paid by agency using funds provided by Johnson County Health Department. Position has received pay increases as provided by Johnson County. Figure In brackets indicates amount paid by JCHD) (2) Home Health Aide services were provided directly by the agency until 7/1/84. At that time the agency agreed to contract with the Johnson County Health Department for these services. I (3) In 1983 a nurse was hired to make visits on the weekend and evenings as assigned. This was done to lessen costs of this service because employed nurses were paid at a higher rate. i , TAXE'. (L TO' F U W R H D L 0 If a s V F h h DIRI Hea' Di s. Lif, Den Vac Hol Sic A-1 AGENCY:gp//Np Optional Budget Form: '8 Indicate NIA DETAIL OF BOARD DESIGNATED RESERVES in if applicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: Marketing 1. Date of board meeting at which designation was made: October 24, 1984 2. Source of funds: Excess Revenue 3. Purpose for which designated: Anticipated Deficit 4. Are the investment earnings available for current unrestricted expenses? X Yes No If Yes, what amount: $800 I 5. Date when board designation became effective: 1/1/85 6. Date when board designation expires: 12/31/85 7. Current balance of this fund: $11.568 B. Name of Board Designated Reserve: FY85 Deficit 1. Date of board meeting at which designation was made: October 24, 1984 2. Source of funds: Excess Revenue (~ 3. Purpose for which designated: Marketing of Services 4. Are the investment earnings available for current unrestricted expenses: XYes No If Yes, what amount: $500 5. Date when board designation became effective: 1/1/84 6. Date when board designation expires: 12/31/84 7. Current balance of this fund: $6.850 C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes _No If Yes, what amount: S. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: 41 a,�a� 5 Conditions of Association Agency: CAHHSA/IM AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) I Community and HaHealth service Agency/The Visiting Nurse Association Home ( was first formally organized on July 13, 1949, as the IaAa City VNA. The first RN was hired in 1951 - Clarice Rickman. The first director was hired in 1956 - Mrs. Benton Smith. v A canbined with the City Nursing service in 1959. Field experience with the University of Iowa College of Nursing was established in 1966. The current Child Health Clinic was established in 1963. In the late 1970's, services to seniors in ambulatory settings _ was added. CAHHSA/VNA moved to its current location in 1970. CAHfiSA/vNA continues to change in response to the needs of the Johnson County cc munitY. 42 �3�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose I See Mission Statement - Page A2 i - B. Programs 6 Brief Description See Attached Brochure C. Tell us what you need funding for. 1. United Way - Funds free care for skilled hone care patients. In 1984, agency will provide approximately $75,000 of free and subsidized skilled care. 2. Sohnson County - Funds programs 2-5 completely. Agency paid for services on a unit basis for each service provided. D. Management . . 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes x No I a) If "yes", under what circumstances sliding Fee Scale b) Are they flat sliding x 7 c) Please discuss your agency's fundraising efforts, if applicable No organized program. Board committee established. 43 a3a� F. Program/Services (See Section A) * 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Unduplicated Count 1638 b) 02MOCOOM Visits: 18,272 * 2. How many clients in Iowa City did your agency serve last year? a) Unduplicated Count 1086 b) Visits: 13,196 * 3. How many units of service did your agency provide to Johnson County residents last year? 5076 Visits 4. Please define your unit of service i Visit Hour Session J S. In what ways are you planning for the needs of your service population in the next 5 years? Long range planning conni.ttee. 6. Please comment on any other problems or'factors relevant to your agency's programs, funding or service delivery. In addition to programs noted in budget, CAHHSA/VNA also provides: 1) Free durable medical equipment loan program. 2) K.I.S.S. - Keep Infants Safe and Sound - Free loan of infant car seats. 3) Contract for skilled services with Iowa City Hospice. i i * Estimates for 1984 44 ,�3.W COMMUNITY AND HOME HEALTH SERVICE AGENCY The Visiting Nurse Association 1983-84 SERVICES Total Home Visits Total Persons Served VISITS BY AGE Under 65 Over 65 VISITS BY AREA Iowa City Coralville Johnson County VISITS BY DISCIPLINE Nursing Physical Therapy Speech Therapy Occupational Therapy Social Services Home Health Aide VISITS BY FEE SOURCE Medicare Medicaid Blue Cross American cancer Society Full Fee Part Fee No Fee No Charge (Johnson County) Private Insurance Not Yet Classified TYPE OF SERVICE PROVIDED Skilled Care Health Promotion Maternal Health Not Home/Refused CHILD HEALTH CLINIC Children Enrolled Clinic Visits Physical Exams Number of Clinics Held 45 Section A 1983 1984 14,949 18,130 1,255 1,567 5,227 7,335 9,722 10,795 10,841 13,121 1,332 1,864 2,776 3,145 9,417 12,055 905 1,253 180 276 133 147 365 699 3,949 3,700 5,362 2,528 312 136 6 1,421 1,264 3,666 241 13 6,465 3,207 511 55 20 1,220 1,681 4,532 388 51 11,236 13,609 3,118 3,937 249 297 346 287 348 400 601 666 470 576 45 74 �3�P 7. List complaints about your services that you are aware of. All client groups are asked to evaluate services on a regular basis. Results, including complaints, are acted on. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? NO How many people are currently on your waiting list? 9. in what way are your agency's services publicized? Yellow Pages News Releases Brochures Pamphlets Health Fairs TV, Radio Spot Announcements 47 4;�3�?ep I COMMUNITY AND HOME HEALTH SERVICE AGENCY The Visiting Nurse Association GOALS 1985 MISSION STATEMENT The Community and Home Health Service Agenccy/TheVisitinOf life by g Nurse sting Association exists to improve the quality ieve the highest level of independent individuals and families to ach living appropriate to the potential of the persons involved. CAHHSA/VNA will pursue this mission by: 1. Providing quality health and social services to individuals and families in the home and community without regard to race, religion, sex, or age and by providing these within the constraints of the agency resources to persons with limited means. 2. Attracting, managing, and developing sufficient human, physical and financial resources to assure continued long-term ability of CAHHSA/VNA to offer services and leadership as a home health care provider. 3. Adopting and promoting positions on issues which affect the ful- fillment of this mission. II. GOAL To improve the health status of the residents of Johnson County. III. OBJECTIVES 1. Skilled Care Program Visits made to persons, at their place of residence, who have a diagnosed health problem and are in the care of a physician. Services provided include: Direct care, observation, or initial teaching to improve the health of o patients eperson. with stable also onditions include monitoring and evaluating which have potential for complications or deterioration without appropriate intervention. Skilled care involves the services of the following tdisciplines:y, Nursing, Physical Therapy, Speech Pathology, occupaionaland Home Health Aides. Provide curative, restorativreferredltoaCAHHSA/VNA.tive home Sptth care o ecific residents of Johnson County services and volume provided will be: Nursing 7,500 visits Home Health Aide 4,000 visits Physical Therapy 1,500 visits Occupational Ther 275 visits Speech Pathology 400 visits Medical Social Worker 400 visits . 48 o?3a� CAHHSA/VNA Tasks Maintain staff Market services Maintain liaison with health care providers Provide in-service education Provide daily supervision Provide administrative support Resources 4.5 FTE Registered Nurses 1.0 FTE Physical Therapist .55 FTE Nurse Supervisor .5 FTE Medical Social Worker Contract Staff (speech Pathology, Occupational Therapy, Week -end Registered Nurse) 4.0 Home Health Aide Contract with Johnson County Health Dept. Travel Reimbursement Medical Supplies Liability Insurance Educational Costs Patient Education Materials Other supplies COST OF OBJECTIVE: $327,789 Health Promotion Program visits made to assist individuals and families to obtain or maintain optimal level of health. Services include developing and maintaining appropriate health practices, promoting optimal personal well-being and coordination of community resources to the benefit of the patients. Provide preventive, educational and developmental health care to residents of Johnson County referred to CAHHSA/VNA. Specific services and volume provided will be: Nursing 3,600 Medical Social Work 500 Tasks Maintain staff Market services Maintain liaison with health care providers Provide in-service education Provide daily supervision Provide administrative support Resources .2 Nurse Supervisor 1.5 FTE Registered Nurses .25 FTE Medical Social Worker Travel Reimbursement supplies Liability Insurance Educational Costs Patient Education Materials 49 �3��i CAHHSA/VNA COST OF OBJECTIVE: $68,954 3. Eldercare Program Eldercare is a series of services offered to well elderly at various sites throughout Johnson County. The goal of the services is to promote optimal health and independence to older persons. Services include direct care, screening, teaching, counseling, referral and education. Provide prevention, screening, education and counselling services to approximately 3,000 elderly individuals at community sites throughout Johnson County. Tasks Maintain staff Market services Maintain liaison with health care providers Provide in-service education Provide daily supervision Provide administrative support Resources .1 Nurse Supervisor .25 Registered Nurse Travel Reimbursement Supplies Liability Insurance Educational Costs Patient Education Materials COST OF OBJECTIVE: $21,625 4. Child Health Clinic Services are available to children from birth through sixteen (16) years of age who have a family physician. Services include physical assessment, counseling, immunizations, health maintenance and promotion of normal growth, and development and referral as appropriate. Provide physical assessments, immunizations, education, and counselling services to approximately 550 children through the provision of 36 clinic sessions. Tasks j Maintain staff Market services Maintain liaison with health care providers Provide in-service education Provide supervision Provide administrative support 50 aaa� 10/84 CAHHSA/VNA Resources .15 Nurse Supervisor .5 Pediatric Nurse Practitioner .25 Clinic Nurse Supplies Liability Insurance Educational Costs Patient Education Materials COST OF OBJECTIVE: $24,723 5. Community Programs Services to organizations, institutions, businesses, and other community groups, including counseling, screening, education, direct service and referral. Provide preventive, education, screening and counseling services to persons throughout Johnson County. Tasks Maintain staff Market services Maintain liaison with health care providers Provide supervision Provide administrative support Resources .05 Nurse Supervisor .25 Registered Nurse Travel Reimbursement Supplies Liability Insurance Patient Education Materials COST OF OBJECTIVE: $7,750 51 �?3-�9 r"j UNITED WAY OF JOHNSON COUNTY DIRECTOR: Verne Kelley AGENCY NAM6'0l el g&tMinCEtnrec ammuni CITY OF IOWA -CITY • JOHNSON COUNTY ADDRESS: 505 E. Collece St. HUNAN SERVICE AGENCY BUDGET FORM PHONE: 338-7884 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: (Please circle year your agency uses) APPROVED BY BOARD: authorized signature COVER PAGE on -13-t d"f+) date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) There are no new programs proposed in the 1986 budget. The break-out of programs, however, is more numerous than in last year's proposed budget, in accordance with state accreditation standards. The outpatient, consultation, student training, education, and evaluation pro- grams (one through five respectively)ceregrouped together in last year's budget. in additic: ccmTunity support in Cedar County (Program eight) was added after the fy 1985 budget sub- mission. An increase is budgeted for psychiatrists (professional consultation) in the outpatient pro- gram. This increase reflects greater numbers of people needing prescription of psychotropic medications, which is primarily due to our new day treatment program and coimunity support. More secretarial time (ten hours a week) is also budgeted for typing psychiatrists' notes. Day treatment (program 6) is budgeted for entirely local support (Johnson Co.)because the state special allocations grant expired in fy 1985. However, $10,000 of its' budget is forecasted from state general allocations funds to Johnson Co. Community Support in Cedar co. (Program 8) is presently supported by state general allocation: funds, allowing for an increase of the case -manager from one-half to three fourths time. (continued on reverse) Local Funding Summary: CALENDAR YEARS oonuncan ionc riauu. vcaac FY 84 FY 85 FY 86 266,489 1 $ 314,015 1 $381,283 Johnson County State General Allocation Fund 13.4AR iv nnn in A„^ L City of Coralviile 1983 1/1/84- 3/31/84 4/1/84- 3/31/85 (4/1/85- 3/31/86) United Way of Johnson'County $ 0 1 $ 0 1 $ 0 riauu. vcaac FY 84 FY 85 FY 86 266,489 1 $ 314,015 1 $381,283 Johnson County State General Allocation Fund 13.4AR iv nnn in A„^ L City of Coralviile I$ 0 I$ 0 I$ 0 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ n/a $ n/a $ n/a $ n/a 52 a3 --W A state special allocations grant has been approved for Cedar County Community support but the amount is not yet determined -and thus is not shown in this budget. The case manager is budgeted to increase to full-time however, on the strength of the grant approval. The administration budget provides for the purchase of computer hardware and software. Our financial management has become increasingly complex. In our accreditation review, the Department of Human Services recommended computer capability to facilitate development of a management information -- ' syst"` _L . _ -...........a ... .-F�4.� �f�..a�.-.�� f... . nmmnni by menhal. health, cent BUDGET SUMMARY AGENCY: Mirl_F,Achr m Iowa Carnimity D n Al Health Center 54 o73a� ACTUAL THIS YEAR BUDGETED LAST YEAR PROJECTED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) 515,153 483,535 562,140 a. Carryover Balance (Cash from 3) 18'64] 6°806 :2 898 b. Income Cash %-'4 6 5 `2 476''72: 5524�2A 2. TOTAL EXPENDITURES (Total a + b) 441.718 480 637 559.242 a 112 562? <• a. Administration 464 ' �+, b. Program Total (List programs below)4 r, r"ns 41 Out-patient os chothe a �,YY )l4Y1. t}*] h V "� '),I \IYfCPi�'r➢T���•. t.: 41 qfnirlpnt Training a.`F•.,sL. FF Wt}..� > rYy�•"•9 r r4" -.Q 3.K l � i{ � '" � �.YT j }i Y.✓ , $' �+.T."('k4^yj( ,{; y�t�y� "��q'bfy'���Y,. 4 Education #5 Evaluation�.M'F;:",.`Sn7` ' r ...vu f"�,t`�9Q `y,' fl27;�667+ 1 61,274 °6».75 #6 Day Treatment a c h}Y. 54au'r 4tt4w61 #7 community Support Services-JohnsonVq Tj19,836�>kt t�$?, fat„atr. 4;63,01530�4�VWX" #8 Cedar • P; � �Y]• •IUu S •. >47 h .. `13 �{]te(1.+Ay ger.: ' ai..4 � a a Y,i• ..4„.. .L ,,,.nC.r '� 3. ENDING BALANCE (Subtract 1 - 2) 73,435 * 2,898 2,898 4. IN-KIND SUPPORT (Total from Page 5) 0 0 0 5. NON-CASH ASSETS 66,629 Notes and comments: ** programs #1 through #5 and #7 were combined for FY 85 11 11 11 11 11 11 II O FY 84 * Actual cash balance should show as $6,806 due to a capital expenditure of 66,629, as indicated on line 5. ------------ 54 o73a� INCOME DETAIL 1. Local funding sources(List bel a•Johnson Co. b Cedar Cp r.I ;la Co d. e. f. 2. State,Federal,Foundations(Lis Johnson Co. -General Allocation a Cedar Co. -General Allocation ' State Soecial Allocations c. 4. Special events(List below) i� e 5. Net sates -5e..,-_- - 1 7. Interesti }ncuurc 8. Other(List below,including misc. a. Rents b. DCS 6 Ins. Reports C. Miscl. TOTAL INCOMEa aallso on page 2, linNotes and comments: P,d-Eastern Iowa CcnT=utY Mental AGENCY: Health Center AL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAP PROJECTEC NEXT YE 59 372,43 438;350 94,205 235,987 19,629 89 319 159 381,283 "81;976 195;396 15;929 77 cia'fd 20`3154 `"° 11963 1,200 1,200 650 550 734 Nt 1=77777 d„S „v a r k� 77-7- 1Seiiv 556}b .hu tl 550 x650 \k`, 650 M 1650 t f -ati ry..a 512 476,729 559,242 112,582 303,910 19,629 55 a3.zf Mid-Fastern Iowa Community AGENCY: Mental Health Center INCOME DETAIL (Continued) a3;?f PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM 3 4 5 6 7 8 1. Local funding sources(List below) 4,063 2,942 909 55,753 24,862 0 a. Johnson Co. • 41063 2,524 7*i8i0 5•f�5x;053 24 2 ,w^a`ri'\�•"8 b. Cedar Co. 200 `. , .. sv2+.{aq C. Iowa Co. 67 , d. e. ?>+i.{ ^. 2. State,Federal,Foundations(List) 10,000 24,592 +k :'• a. Johnson Co.-Gneral ALloca �rko-Sr.a6`vTt" ee( b. Co. Allocation r5Yu -General J�.v F c - State CHS -Special Allocation d. 7k "-x:r`•r t 3. Contributions/Donations 4. Special events(List below) µ{ 1 a. _w M"ri4:aL• b • 1Ad - nr�k*Qv t`-ya 1AM„FJ0 c. •iY,�i;+•SC`':+wx.{W.vre ::4 sr a„i, ':i.S rtMa�51'�j' i,.u�k dY>•WW' i.i.a..+F.�•`:+Wee�. S. Net sales -services 6. Net sales -materials 7. Interest income 8. Other(List below,including misc. Rent a. b. DDS & Ins. ReportsC. �•'�,'.`,��yr•?•k,,'?�ryC l('i_``r5'y.h n.,�a•,+iu'. '+"..�'kw�-,:'S~.ik"`�?;t Mlscl. %'fit i,t i'�":l't� TOTAL INCOME (Show also on page 2, line lb) 4,063 2,942 909 65,753 24,862 24,592 Notes and comments: a3;?f Mid -Eastern Iowa community EXPENDITURE DETAIL AGENCY: Mental Health Center ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries 269,757 55 313 314,761 63 172 334,722 70,629 76,308 15.719 157,528 31,518 14,290 3,483 _ _ 2. Employee benefits & taxes 3. Staff development 7,492 8,225 8,400 1,585 3,350 328 4. Professional consultation 62,070 49,709 87,000 5. Publications/Subscriptions 1,930 11500 2,200 6. Dues & Memberships P2,OOO 7. Rent 640 1 300 1 800 8. Utilities 4,045 3,577 4,400 880 2,047 255 9. Telephone 4,218 3,723 4,300 136 1,300 363 0. Office supplies & postage 5,36-8- 5,550 6,000 3,610 1,590 100 11. Equipment purchase & rental 4,874 1 4.900 9.400 7,000 2.00 o 2. Equipment/Office maintenance 3. Printing & publicity 1,017 1,000 1,250 825 4. Local transportation 5,219 5,300 7,300 700 4,000 5. Insurance 4,353 4,000 6,441 644 4,192 470 6. Other (specify): CSP 177 100 7.Office Services : Cedar Co. 1,906 3,900 4,000 2,000 18 -Prof. Fees : Audit 2,675 2,500 2,700 2,700 Ig . Development: 0 100 100 100 O Allow, for Doubtful Accts 1,600 600 1,000 1,000 TOTAL EXPENSES (Show also on Page 2,line 2) 441,718 480,637 559,242 112,582 303,910 19,629 Notes and comments: EXPEND] 1. Sa 2. 3. Em St. 4. Pr. 5. Pul 6. Du( 7. Rer 8. Uti 9. Tel 10. Off 11. Equ Equ 13. Prt 14. Loci 15. Inst 16. Othf 17Affice 18.Pmf. 19M R 20;Mcw., Feu. Note s ;ALA?.IED POSITIONS 'osition Title / LasL Name FTE* .:%.Director Kelley 1.00 -:lin. Psychologist Lo+.enberg 1.00 office Manager Lovell 1.00 Clin.Psychologist tLirvey .60 :'sych. Nurse Wieland .55 :secretary M^ineke 1.00 .:lin.Soc.Plorker Jackson 1.00 Dube .50 Paley .80 Case Manager Lear 1.00 Psych.Nurse Cumnings 1.00 Secretary Johnson .50/.75 Coordinator-Day -e,trDaf ,`activities Coord: Mid -Eastern Iowa Comn. AGENCY: M1@ntal Health Center_ 5T YEAR THIS YEAR NEXT YEAR S ACTUAL PROJECTED BUDGET CHANGE 37 14,947 1 15,843 12,827 27,103 13,213 14,200 28,103 14,052 15,119 29,022 14,512 6.5 3.3 3.3 23,208 24,590 23,217 5.6 15,009 16,008 16,927 5.7 24,669 25,700 28,727 11.8 10,820 6,500 10,440 • 57.1 Johnson from .50 FPE in 1985 to .75FIE in 1986 (needed for Psychiatric dictation) mellerup from .50 FTE and .75 FTE in 1985 to 1.00 FTE in 1986 (to be paid by cedar co.) 2.58 is for increased time by Johnson and Mellerup, and 3.7%is for salary increases 60 A 3,� Mid -Eastern Iowa Cotmwnity Fantal Health Center AGENCY: _',EFIT DETAIL ACTUAL THIS YEAR ? AND PERSONNEL BENEFITS LAST YEAR PROJECTED +st Rates for Next Year) 55,313 63,172 :A 7.05 % X S -M. 2RS _ •m to ment Comp: 1.80 % x $ 166,388 2,340 2,950 _ ••ke_r's Camp. % x $ includ irement 8 % x $ filth Ins. $ per mp.: indiv. S 0 per mo.: family 9,300 10,827 _ saoilit Ins. .97 per �90x $ `e Inpers. 1,000 $•SO pper month 'ler % X 0 0 % X $ :f :'I staff not covered with certain Benefits, please note in Comment Section. tk Leave Policy: Maximum Accrual 720 hours 24 days per year for years 0 to 1 days per year for year.to •- ~ .acation Policy: Maximum Accrual 0 hours 20 days per year for years U—to 1 days per year for year _ to _ -.olidays: 8 days per year. ••Iunths of Operation During Year: 12 -urs of Service: Finn s Thurs 8:30 am to 9:00 Exn .ies,Wed, Fri 8:30 am to 5:30 p+n rTOR'S POINTS & RATES STAFF BENEFIT POI Mlnimu-' m Maximun th insurance 12 $ 5LJMon. _ oility Ins. I. $ 29 Mon. Insurance = 5 to Mon._ .al Ins. 2 $ 12 Mon. :tion Days 20 20 Days :days 0 8 Days _A Leave 20 Days d POINT TOTAL 67.5 67.5 61 BUDGETED 909 DIRECTOR'S BENEFIT COSTS Related to Supplemental Request for Salary Adjustment: Count $ United Way $ Other $ 1�31?e r" OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) Name of Restricted Fund Johnson County General Allocation Fund 1. Restricted by: Board of Supervisors 2. Source of fund: DHS. State of Iowa 3. Purpose for which restricted: Day -Treatment Program 4. Are investment earnings available for current unrestricted expenses? Yes x.No If Yes, what amount: 5. Date when restriction became effective: 1/1/84 6. Date when restriction expires: 9/30/84 I 7. Current balance of this fund: 0 B. Name of Restricted Fund Department of Human Services, State of Iowa i 1. Restricted by: same 2. Source of fund: DHS, State of Iowa I 3. Purpose for which restricted: Day Treatment Program 4. Are investment earnings available for current unrestricted expenses? Yes % No If Yes, what amount: 5. Date when restriction became effective: 1/1/84 6. Date when restriction expires: 9/30/84 7. Current balance of this fund: 0 C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 62 �?3a� Conaitions of Association Agency: Community Mental Health Center r AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson county, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The mission of the Mid -Eastern Iona Canrunity Mental Health Center is to furnish mental he:ilth care, promote mental health, attempt prevention of mental illness and to provide other services consistent with these purposes. Since its establishment in 1969, the Center has vi(Jorously pursued its mission successfully developing a pattern of services that is efficient, is responsible to community needs, and which has an excellent reputation. The number of ee:-sons served has increased each year and our budget and staff have also grown. The bond of directors is the policy-making body for the Center. It determines the goal ar..i objectives of the Center. Fran each county served by the Center, seven persons serve on tho !x>ard. Since 1969 when the Center opened, 77 people have served on the board: 24 from Cedar County, 22 from Iowa County and 31 from Johnson County. our staff is of high quality and of considerable experience. Through the years there ha:i teen little turnover of staff members and they have achieved a high level of productivity and efficiency. The original and basic program of the Center is outpatient, consultation, education, an(i evaluation services. Outpatient services include individual, couples and families (" therapies, and prescription of medications and aftercare services for people who have been hospitalized for mental illnesses. Prescreening evaluations are also provided for persons seeking voluntary admission to state mental health institutes. Emergency hours are reserved each working day. The Center strives to develop a strong cam(unity orientation, and staff are involved with crisis and domestic violence programs, free lunch, senior citizens, schools, county care facilities, a half -way house, MH/MR advisory boards, planning, and public and professional e&;cation. Last year 868 of these services were provided in Johnson County, and 74 each in Cedar anu Iowa counties. The Center initiated a Community Support Program in Johnson County in 1981 for persons having chronic mental illnesses and their families. Cedar County is funding an expansion of the program for its area. A day treatment program in Johnson County was developed through a St.te grant and Johnson County general allocations funds. It is designed for persons needing more than once a week outpatient appointments, but less than 24-hour hospital care. The goals of the program are to reduce rates of rehospitalization and to improve the quality of their lives. Factors influencing 1986 budget allocations are: 1) The State grant for the day treatment Dr. - gram expired in fy 1985, which shifted the costs entirely to Johnson County. 2) We have er::inved a new medical director who will work half -tine, which will increase psychiatry costs. 3) ntie budget includes housing costs associated with the possible purchase of the property at 5n': r. Collece. The do,m oavment is -anticipated from Community Development Block Grant (CDBG) funds. 63 ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose To furnish mental health care, promote mental health, attempt prevention of mental illness, and to provide other services consistent with these purposes. B. Programs 6 Brief Description 1. Outpatient 6. Day Treatment 2. Consultation 7. Community Support (Johnson Co.) 3. Student training 8. Community Support (Cedar Co.) 4. Education 5. Evaluation C. Tell us what you need funding for. To finance the above noted programs which are aimed at strengthening families and individuals, treating mental and emotional disturbances, reducing rates of rehospitalization, and improving the quality of life for the people served. D. Management 1. Does each professional staff person have a written job description? Yes x No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes x No a) If "yes", under what circumstances According to ability to pay. b) Are they flat sliding x" ? c) Please discuss your agency's fundraising efforts, if applicable None I i 64 073�,� F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count same as (3) b) Unduplicated count 1259 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count not available b) Unduplicated count 1032 Iaa City; 156 outside IC & Coralville; Wille 3. How many units of service did your agency provide to Johnson County residents last year? 6935 4. Please define your unit of service Appointments averaging one hour in length, and hours of consul- tation and education, plus contact hours in CSS and day treatment. 5. In what ways are you planning for the needs of your service (! population in the next 5 years? We have a standing committee on planning. Current planning is in regard to persons having chronic mental illnesses and to people living in rural areas. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. 65 7. List complaints about your services that you are aware of. We have had complaints about our use of a waiting list. We have not been able to reduce its duration. Rather it has increased to about five weeks despite immediately seeing emergencies, reducing the average length of treatment, and making referrals to other services. j 8. Do you have a waiting list or halve you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? See above How many people are currently on your waiting list? 35 9. In what way are your agency's services publicized? i Cable television, radio, newspapers, speeches, health fairs, and work with other providers. ,r M 13.W OVERALL GOAL, OBJECTIVES AND TASKS OF EACH SERVICE TO BE PROVIDED BY THE COMMUNITY MENTAL HEALTH CENTER Overall Goal: To furnish mental health care, promote mental health, attempt prevention of mental illness, and to provide other services consistent with these purposes. Objective A: To provide outpatient services to an estimated 1,200 persons in Johnson County (and approximately 125 persons in Cedar County and 100 persons in Iowa County). Tasks: 1. In Johnson County to provide 5300 hours of verbal ther- apies, including administration of medications by psychiatric nurses. 2. To provide 1000 psychiatric appointments for prescription of medication and counseling. Objective B : To provide prescreening services for all persons seek- ing voluntary admission for psychiatric care at the Mental Health Institute, Mt. Pleasant (Johnson, Cedar & Iowa Counties). Tasks: 1. To provide for the availability of staff 24 hours a day, seven days a week. 2. To contact the staff at the MHI regarding all persons whom we have prescreened and approved for voluntary admission. Objective C: To provide up to 600 hours of consultation services in Johnson County (80 hours each for Cedar and Iowa counties) for com- munity agencies and to participate in mental health planning with local and state organizations. Tasks: 1. To meet requests for consultation from the Crisis Inter- vention Center, Rape Victims Advocacy Program, Domestic Violence Project, Agency Directors, Department of Social Ser- vices, County Care Facilities, University of Iowa, and other agencies. 2. To participate in planning with MH/MR Advisory Board, Mental Health Task Force, Child Sexual Abuse Committee, Cedar County Consortium, Iowa County Agencies, Community Mental Health Centers Association, and the Executive Directors of Iowa Community Mental Health Centers. Objective D: To provide 100 hours of education services in Johnson County (15 hours each in Cedar and Iowa Counties) for local and state organizations. Tasks: 1. To provide information on mental health topics to local media. 2. To speak to local•groups. 3. To engage in planning with schools to promote mental health. 4. To plan and conduct continuing education programs to staff of Iowa Community Mental Health Centers. 5. To provide inservice training for County staffs of other providers. Objective E: To provide practicum training experiences for one grad- uate student in a mental health profession. Tasks: 1. To provide up to 300 hours of supervised practicum train- ing for the graduate student. 2. To participate in educational planning with graduate departments of the University of Iowa. Objective F: To participate in a variety of services specifically, geared to rural areas. Tasks: 1. To conduct workshops that focus on needs of rural residents. Gil 2. To help with a support group for displaced farm families. 3. To assist in long range planning for county care facili- ties. 4. To offer programs on mental health. 5. To write articles in local newspapers on mental health concerns, parenting, depression, adolescents. 6. To coordinate with County Extension agents for serving farm families. Objective G: To provide Community Support Services in Johnson and Cedar counties for people having chronic mental disability. Tasks: 1. To provide case management services for 60 persons in Johnson County and 25 people in Cedar County. 2. To provide programs in social and living skills. 3. To provide drop-in services in Johnson and Cedar counties. Resources Needed to Accomplish Objective G: 1. Full time equivalence of 2.0 staff 2. Office space Objective H: To provide day treatment programming for people having chronic mental illnesses. Tasks: 1. To organize day treatment for two groups: a) those for whom the goals are improved functioning; and b) those for whom the goals are to maintain current functioning. 2. To provide services for about 60 persons in fy 1986. Resources Needed to Accomplish Progam Tasks: 1. An equivalence of 14.2 full-time staff persons. 2. A half-time medical director (psychiatrist). 3. Additional office space with access for the handicapped. Cost of Program (including administrative costs): $579,041 68 a3.�� 1_ DIRECTOR: Patricia Gilroy U'IITEO S;AY OF JOHNSON •-,nUIITY AGENCY NAME:C.C. FoodBank and Emergenc' CITY OF 10'WA CITY • JOHNSON COUNTYAssistance Progran ADDRESS: 26 E. market St. HU14AII SERVICE AGENCY BUDGET FORM PHONE: 351-2726 C014PLETED BY: FISCAL YEAR 1986 CALENDAR YEAR 1985 ' ar your agency uses) APPROVED BY BOARD: authorized signature onc 964 COVER PAGE Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) I* The Food Bank is a pro,^,ram to give Johnson County residents emergency and sup- plemental food. There is no waiting list and no appointments needed. The food is donated canned foods and dry staples, as well as instant milk and cheese. 2* The Emergency Assistance Program is to help transients and local residents with their emergency transportation, lodging, prescription medication, and other needs. Thvre is no waiting period and no appointment necessary. We also try to find appropriate resources to refer our clients to for more on-going help, when appropriate. *ln both programs, client contact and distribution of food and vouchers for services are handled by the volunteers. The program coordinator provides supervision, support and information to the volunteers. Local Funding Summary: Johnson City of Coralville FY 86 SUPPLEMENTAL REQUEST: 1 Director's Salary Adjustment S 7,813 1 S S 6so 1 S TOTAL OTHER S g S 3,675 I $ 9,498 1 550 Sl,000 COUNTY UNITED WAY S 69 a?31?00 r AGENCY: C.C. Food Bank and zzmeroency Ass:s:ance Program.. -,T ClIMMADY 70 a3.7f nenoe..�- A_s.stance Program AGENCY: INCOME DETAIL ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEA PROJECTEC NEXT YE' 1. Local funding sources(List below) 37158.47 37728-Oc 41,880* a. United way 10708.00 11500.0 12645.00 Iowa city 7843.00 7943.0 8737.00 b EX?EiiD.'TURE DETAIL 1, Salaries 2. Employee benefits & taxes 3. Staff development 4. Professional consultation S. Publications/Subscriptions 6. Dues & Memberships 7. Rent 8. Utilities 9. Telephone 10. Office supplies & postage 11. Equipment purchase & rental 12. Equipment/Office maintenance r7SA? rinting & publicity ocal transportation nsurance ther (specify): - Trans. s . Sfisc. 8• Food Bank o AGENCY: C.C. i..od Bank, and Eneroency Assistance ?rocrac. ACTUAL THIS YEAR BUDGETED PROGRAM PROGRAM AST YEAR PROJECTED NEXT YEAR ADMIN. Ipg 2EAP 3,417.28 15,600.00 20,774.00 5193.5D 7790.25 7790.25 2,715.11 2,277.00 1,618.00 1618.00 150.00 200.00 200.00 600.00 1,148.70 750.00 1,872.00 17,210.09 18,450.�20295...0012,853.96 5,245. 150.00 1 300.01 150. 624.00 624.00 624. 12 295. (Show also on TOTAL EXPENSES page 2,line 2)155,074.15 47 457 00 60 359.00 8,585.50 22,189.25 29,584.1 Notes and comments: " Coordinator's salary 16,614.00 Half-time clerical 4,160.00 + overall 7.9% increase 72 a 3a� SALARIED P Position T Coordinate rl_r. ra! RESTRICTEI Restricte( MATCHING Grantor/M IN-KIND S Services/ Material Space, ul Other:• I •Full- BENEFIT DETAIL AGENCY: ACTUAL THIS YEAR BUDGETED urvt vra TAXES AND PERSONNEL BENEFITS `^ -- (List Rates for Next Year) 2,715.11 TOTALz 277.00• .0705 : % $16,614 2,406.09' , FICA•0430 4,160 Unemolovment Com .0430 o x 510,400 .0430 4,160 Worker's Comp. x 5 Retirement A x 5 S x per mo.:x indiv. Health Ins. S@r m•: family Disabilit Ins. x S Life Ins. $ per month Other ' x • A x S 30e.62 Dental If all staff not covered with certain Benefits, please note in Comment Section Sick Leave Policy: Maximum years 0 io 1 Accrual 192 hours 12 days per year for years= to --T— 12 days lz days per year for year` _. Vacation Policy: Maximum Accrual 160 hours 20 days per year for years o to 1 to _2 20 nays 2e days per year for year i Holidays: e days per year. 8 days Months of Operation During Year: 12 Hours of Service: calx ' Telephone: 24 hours/day DIRECTOR'S BENEFIT COSTS Related to Supplemental Request for Salary Adjustment: County 5 United Way S Other S 2,089 -OC 1.171.00 00 nro-rated DIRECTOR'S POINTS 8 RATES zo Rrr of Minimum Health Insurance _ $_JMon. Disability Ins. $— Mon. _0 Life Insurance Dental Ins. _ $Mon. 0 Vacation Days Days _ — Days 40 Holidays, — --Days _9_ Sick Leave .77=_ _ _ .. POINT TOTAL 60 *payroll taxes included 74 a3a1 Conditions of Association Agency: Crisis Center Food Bank and Emergency Assistance Program AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The Crisis Center's founders established the Center to provide crisis intervention counselling at first, by phone, and later added drop-in service. At the request of churches and other agencies the Crisis Center added the Emergency Assistance and Food Bank Programs. The Emergency Assistance Program's purpose is to assist transients in need. This past year the program has assisted local, johnson County persons with emergency needs. The Food Bank Program was changed in 1982 from a one time only use to also include supplementary assistance. Our goal is to provide emergency assistance and food to those persons who are passing through the county as well as residents of the area who have o alternatives for asistance available to them. we will continue to work with groups who are able to make more permanent response to human needs, specifi- cally the Ecumenical Emergency House and the Free Lunch Program. We also pledge to continue assisting the Domestic Violence Shelter, Mark IV Community Center, Project Hope, Community Mental Health and HACAP with food. ' The Center will continue to work cooperatively with the Red Cross, the Salvation Army, Johnson County Human Services and the hospitals to assist with financial crises. The Center will continue to administer the Project AIDE utility assistance program sponsored by Iowa -Illinois Gas and Electric Company. 75 a3a� ACCOUNTABILITY QUESTIONAIRE A. Aeency Purpose To provide emergency assistance to transients and local citizens who have no alternative assistance available. To provide food for local, county -wide, persons bother for emergency assistance and supplemental needs. B. Programs s Brief Description Emergency Assistance Program: basically, a one-time only assistance with food, gas, bus or lodging for transients. Some assistance also available to local persons. Food BAnk: food is provided to persons on an emergency or supplemental basis. C. Tell us what you need funding for. Funding is needed to assist transients with lodging, bus gas, food and other �'. crisis needs. Funding is needed to keep the Food Bank in food and to provide food vouchers for persons with special needs. Funding is needed to provide supervision and housing for the programs. j D. Management 1. Does each professional staff person have a written job desc;iption? Yes x No Coordinator s 2. Is the agency D:k2*tVSZX performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes No x a) I£ "yes", under what circumstances Note: we accept and encourage contributions and reimbursement. b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable Fundraising for EAP and FB is a component of our outreach and educational j activities. The Coordinator speaks to church groups, service and community ! groups and educational projects. We continue to use new releases, special articles in newspapers, participate in talk shows on T.V. and radio. We will continue to provide statistical and financial reports to contributors, funders, newspapers and potential funders. 76 ,�3.;�d' F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) Food Bank. Emergency Assistance a) Duplicated count 7,148 3,205 b) Unduplicated count not avail. 563 2. How many clients•in Iowa City did your agency serve last year? a) Duplicated count included in above b) Unduplicated count 3. How many units of service did your agency provide to Johnson County residents last year? FB: 7,148 EAP: 3.331 4. Please define your unit of service A unit of service is a specific response to a request for food, lodging, transportation, meal, food vouchers, etc. S. In what ways are you planning for the needs of your service population in the next 5 years? Our most practical plan is to continue to cooperate with other agencies and services to reduce any duplication of service. We plan to actively seek other private or federal funding sources that will assist the Center, sucha Ina1VistaiensVolunteer program, to meet the needs of clients and poten 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. The Crisis Center is applying for another grant from the Federal Emergency Management Act (FEMA) to provide one-time emergency assistance for lodging and food. The Center has a contract with Goodwill to provide clothing at no cost. We encourage people to contribute clothing to Goodwill for the Crisis Center account. Foodwill weighs and fixes a price and credits the Center's account. The Center has been successfully recruiting volunteers for the Food Bank program to help cope with increase of people coming to us in need of assistance. The demand for our services is still rising and we have too few volunteers and far too little money to fulfill the needs we see. We are constantly seeking out alternatives and updating our resource files. 77 NOR Raaf A1*o 7. List complaints about your services that you are aware of. See Crisis Center 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? we have no waiting list; How many people are currently on your waiting list? we have no waiting list and no-one has to make an appointment to receive assistance. 9. In what way are your agency's services publicized? News releases, radio releases and talk shows, T.V. talk shows. Speaking engagements and participation in educational events; our brochure. (8, continued) we 'turn away' people on occasion because we have identified alternatives we feel are more appropriate; lack of funds to meet request and the alternatives we suggest are refused by client. On occasion we have had to refuse assistance because client has used the Center too often. We have had to refuse assistance also for clients who have abused to programs and the volunteers. 78 a;3a01, GOALS AND OBJECTIVES FOR THE CRISIS CENTER FOOD RANK AND EMERGENCY ASSISTANCE elol PROGRAMS Emergency Assistance Program Goal: To provide free, immediate, confidential emergency assistance to transients and local people in Johnson County. Objective: in 1986, to provide assistance with lodging, food, transportation, etc, to approximately 5,000 oeople. Tasks: 1 Increase specially trained volunteers. 2 Schedule at least two specially trained volunteers for two three hour shifts from 11 am to 5 pm Monday through Friday. 3 Provide daily supervision to volunteers. 4• Provide on-the-job traing to new volunteers. 5 Maintain a resource directory.. ' 6 Provide vendors with current information on services we will purchase. This will take the form of an insert when bills are paid. 7 Reviewing contact sheets to keep abreast of trends in requests and needs. B Provide month statistical and financial reports to funders and contributors. Food Bank Program Goal: To provide free, immediate and confidential assistance with food to anyone in Johnson County. Objective: In 1986, provide emergency or supplemental food for approximately 9,000 people in Johnson County. Tasks: 1 Increase specially trained volunteers to assist in the Food Bank Program. 2 See above 3 See above 4 See above 5 See 07 above 6 See 48 above 7 Keep current contacts for requesting food for the Food Bank Needed to accomplish these Programs: one paid staff person - full time. one paid staff person - half time. office, storage, room for clients to be interviewed. Telephone. 79 aaag UNITED WAY OF JOHNSON COUNTY DIRECTOR: Ken Kauppi AGENCY NAME: Iowa City Crisis Center CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 26 E. Market - Old Brick HUMAN SERVICE AGENCY BUDGET FORM PHONE: 351-2726 Business Line !FISCAL YEAR 1986 A6&4QAR-YEAR=1985• COMPLETED BY: (Please circle y r your agency uses) APPROVED BY BOARD: la(uthorized signature) COVER PAGE " ,a ate Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. SUICIDE PREVENTION and CRISIS INTERVENTION: short term counseling via 24 hour phone; walk-in services; information and referral; emergency transportation. Services are free, anonymous, confidential. NOTE: See separate Budget Request for Emergency Assistance and Food Bank Programs. CALENDAR PROPOSED 1985 Local Funding Summary: VEAnC riacra FY 84 FY 85 FY 86 City of Iowa City $ 7,220 $ 7.942 $ 8,460 Johnson County $22,000 $ 24,262 $ 25,840' City of Coralville 1983 1/1/3/31/84 1411/ /1/843/31/85 (4!1/ 9/31/86) United Way of Johnson County 20,843 $ 5,514 • $ 1,7131 $ 25,8402 riacra FY 84 FY 85 FY 86 City of Iowa City $ 7,220 $ 7.942 $ 8,460 Johnson County $22,000 $ 24,262 $ 25,840' City of Coralville 1 $ 1,200 $ 1,200 $ 1,400 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 1,7243 $ 344 $ 690 $ 690 NOTES: 1Does not include designated giving 21ndicates a 6.5% increase over amount requested last year 31ncludes portion for additional Employer's FICA $114 See page 6. 80 a3 -?'F IOWA C CRISIS CENTER AGENCY: risis intervention Program INCOME DETAIL FY 84 FY 85 FY 86 ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEA F PROJECTE NEXT YFAF 2 1. Local funding sources(List below) 53,581 57,261 61,540 34,940 27,100 n1a United Way of Jo hnson County 1�12.3;261. 23;857" 1251640 a. 6.johnson County ICWA CIT. ,RISIS INTERVENTION CENTER EXPENDITURE DETAIL AGENCY: Crisis Intervention Program FY 84 FY a5 FY 86 83 �?3;4r ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries _ 33,798 39,467 41,720 29,198 12,522 n/a 2. Employee benefits & taxes 7,325 8.810 8,813 5,288 3,525 3. Staff development 220 600 600 0 600 4. Professional consultation 0 0 0 0 0 5. Publications/Subscriptions 200 730 400 0 400 6. Dues & Memberships 0 0 0 0 0 1. Rent 7,200 71-20-0 7,200 1 950 5.250 8. Utilities 1,800 1,800 1,980 495 1,485 9. Telephone 1,995 2,871 2,930 293 2,637 10. Office supplies & postage 999 1,100 11050 550 Soo 1. Equipment purchase & rental 918 1,058 1,032 460 572 2. Equipment/Office maintenance 287 600 525 100 425 rinting & publicity 779 1,360 1,050 0 1,050 ocal transportation 0 0 0 0 0 r5.1nsurance 1,811 1,935 1,940 0 1,940ther (specify): Training 277 351 350 0 350nswering Service 397 490 562 0 562 8. TDD Phone Line : 0 0 500 0 500 9. Contingency 0 500 500 250 250 D• Miscellaneous (3) 500 0 0 0 TOTAL EXPENSES (Show also on page 2,line 2) 58,003 69,373 71,152 38,584 32,568 Line 7 Rent: $900 of the rent is written off as a charitable contri- Notes and comments: bution by Old Brick Associates. No rent increase with our new lease. LINE 15. INSURANCE: Includes fire, public liability, volunteer health/accident, professional liability, non -owned auto. LINE 20. MISCELLANEOUS: Volunteer recognition FY 85. 83 �?3;4r •� IOW _:TY CRISIS CENTER Crisis Intervention Program AGENCY: SALARIED POSITIONS Position Title / Last Name FTE* Director/Kauppi i.0 Assist. Director/Martinez 1.0 Work Study/Grant .5 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET % CHANGE FY 84 17,744 FY 85 19,067 FY 86 20,306 + 6.54 14,638 15,600 16,614 + 6.51 - 1,416 4,800 4,800 + 0 RESTRICTED FUNDS (Complete detail,Forms 7 & 8 Restricted by: Restricted for: Suicide prevention Donor resources 21 151 50 MATCHING GRANTS Grantor/Matched by: UI fdork Study/Crisis Center 80120 % 1130/286 38401960 38401960 IN-KIND SUPPORT DETAIL FY 1985 Services/Volunteers 17,680 hour 0 $6 132,564 70,200 149,622 83,220 135,930 106,080 Material Goods (furnishings) 320 1,120 o bonauea space 10r space, utilities, etc. training; donated rL-nt 350 1,200 1,250 Other: (Please specify) On -Call, ANL volunteers 40,400 22,932 Pre -service training facilitators 21,294 40,500 27,900 Donated janitorial, pest control 650 700 *Full-time equivalent: I.O=Fulltime; .5 -Halftime; etc. 84 a3.z8 IOh. :ITY CRISIS CENTER Crisis Intervention Program AGENCY: BENEFIT DETAIL FY 84 FY 85 FY 86 TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) TOTAL ACTUAL • LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 7,325 8,810 8,813 FICA .0705 % x S 36,910 ­H ase .0403 % x $10400 x 2 % x $ % x $ g ' per mo.: indiv. 34 per mo.. -2 family % x S $ per month % x %x g 2,183 2,427 2,603 Comp. 455 860 600 Worker's Comp. 426 600 680 Retirement 0 0 0 Health Ins.3S 4,261 4,923 4,930 Disability Ins. 0 0 0 Life Ins. o Other o 0 1 0 0 0 0 If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual .192. hours 12 days per year for years to 1 = days per year for year= to = Accrues for amended policy hours from 384 2 years maximums on 10/30184 to 192, days Board reducing from 24 to 1 Vacation Policy: Maximum Accrual 160 hours 20 days per year for years 0 to 1 zo days per year for year i to z vacation time vacation time does not increase. does not carryover. Holidays: s days per year. Funeral leave action on 10/10/84 eliminated by Board Months of Operation During Year: 12 Hours of Service: Phone 24 hours/day Walk-in services: 11 AM to I1 PM daily Business Hours: 9 AM to 5 PM Mon. -Fri. RANGE OF OTHER DIRECTOR'S POINTS 8 RATES STAFF BENEFIT Minimum Maximum Health Insurance 2 g 66/Mon. 0 Disability Ins. n a $_Mon. Life Insurance n a $Mon. o o Dental Ins. X33 $_,Mon. o :33 Vacation Days 40 40 Days aa0 Holidays 8 8 Days 8 8 Sick Leave 122 12 Days iz Iz POINT TOTAL 62.333 60 62.333 POINTS DIRECTOR'S Related 2 for County United Other TOTAL (Employer's BENEFIT to Supplemental Salary Adjustment: $ 644 Way $ —r4-4(+ $ 322 1,610 FICA COSTS Request (+ 46) 46) (+ 12) (+ 114) = 8114) OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Christine Kaska Memorial Fund 1. Restricted by: Donor 2. Source of fund: Private donation 3. Purpose for which restricted: To acquire resources for suicide prevention 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: 5. Date when restriction became effective: July 26, 1984 6. Date when restriction expires: none 7. Current balance of this fund: s107 (as of 2215184) iB. Name of Restricted Fund 1. Restricted by: i 2. Source of fund: - 3. Purpose -for which restricted: ' 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: V 7. Current balance of this fund: 86 �3dry 7—i Conditions of Association Agency: Iowa City Crisis Intervention Center AGENCY HISTORY -- ALL PROGRAMS (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Begun in 1970 as a volunteer, non-profit, private corporation; perhaps the first peer counseling agency in Johnson County. Problems often related to street drugs, de- pression, loneliness; phone service only from a secret location. Walk-in counseling began in 1972; hours of operation expanded. In 1975 began to assist transients (food, shelter, transportation). The city jail was a frequent shelter for single, sober males; women and families were put up in motels, funds permitting. Maintained a strict policy of one time only emergency assistance. In response to the need for 24 hour suicide intervention, we began the Suicide Line, (now called the All Night Line). Training of volunteers expanded; adopted the Develop- mental Helping Model (Egan s Carkhuff); developed a Case Management Model to deal with •- repeat, or "chronic," callers --perhaps the first of its type. We trained the first volunteers for the Spouse Abuse Victim Advocacy Program, now the Domestic Violence Project (DVP); later trained volunteers for the Fairfield Crisis Line. Began the Food Bank in 1980. Use of the Food Bank and Emergency Assistance Programs grew very rapidly; hired a coordinator for these programs. Our location became quite cramped; moved to Old Brick in 1982, which is accessible, had adequate and safe food storage space, more office space, etc. The decline in volunteers continued while the number of clients served continued to grow beyond expectation. In 1983 we administered FEMA funds (rental assistance;and the Project A.I.D.E. Fund (utility assistance); began the Crisis Center/Goodwill Industries Free Clothing Program. We're used as a mailing address for some persons without a permanent address. In 1984 we began a Message Relag Center for the Deaf, with a TDD Machine donated by the Old Capitol Kiwanis Club. We have provided hands-on training for practicum students in the fields of social work, counseling education, and other fields. The volunteer pool ranges in age from 18-60, and comes from a wide variety of occupations. Our programs and services allow for many opportunities for volunteer community service. Most of our growth has been in the area of emergency services. We do not wish to expand our programs but rather improve upon what we do. Our aim is to enhance the quality of life for people living in Johnson County and the surrounding area. M 87 a3.1?df IOWA CITY CRISIS INTERVENTION CENTER Crisis Intervention Program ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Ours is a community wide volunteer effort to promote mental, emotional, social, and physical well-being by means of short term counseling, communication, education, information and referrals, and many emergency services. B. Programs 6 Brief Description Suicide prevention; short-term counseling; crisis intervention; information and referrals for medical, legal, counseling, or social concerns; community education. we are the contact agency for Unbound, Inc., Parents Anonymous, Toughlove, Overeaters Anonymous, and others. Have begun a Message Relay Center for the Deaf to reduce the social isolation of hearing impaired residents. Provide volunteers for food bank, Project AIDE. C. Tell us what you need funding for. We request funding for office and counseling space, telphones, insurance coverage, supplies, resource materials, training materials, office equipment, staff salaries, taxes, publicity. (See also AGENCY PROGRAM GOALS - 3 "Resources Needed") D. Management 1. Does each professional staff person have a written job description? Yes x No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services X Yes No a) If "yes*, under what circumstances b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable we receive client and other donations and reimbursements, corporate gifts; fraternal and service organizations have conducted Fundraising on our behalf. Area churches provide monetary and food donations to the Emergency Assistance and Food Bank Programs. 88 A,3ae F. program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) NOTE: 5,244 Total duplicated cont for the a) Duplicated count - agency in Fy 84 was 15,731 (in - b) Unduplicated count 3,357 (est.) cludes Food Bank and Emergency Assistance) Z, How many clients in Iowa City did your agency serve last year? 3,000 (est.) NOTE: Residency is undetermined a) Duplicated count in the Crisis intervention Program, 2,700 (est.) as most contacts a via phone; there b) Unduplicated count is no screening to determine residency 3. How many units of service did your agency provide to Johnson County residents last year? 4,2004,200 (NOTE 2 above) 4. Please define your unit of service transportation. client telephone or walk-in contact with the agency; emergency 5. In what ways are you Planning.for the needs of your service population in the next 5 years? increase size of volunteer pool; improve community iawareneasesspof suicide al neer a health problem and teach prevention strategies, staff development; poor for FB/EAP; maintain liason with other agencies; volunteer recognition; no new programs are planned. 5. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. a. There has been a great decline in volunteerism, and this has afFected our availability. b. Food Bank training will be increased• are unaware of our programs. I. Publicity needs to be improved; many st d. Administrative tasks have been deloluneersSeexof trahworkingth urs - greater numbers of clients, vFood Bank days cut back; phone line e. Walk-in hours have been shortened; is often busy. f. Burn out has increased along with the decrease in number of volunteers. 89 a3 ? f 7. List complaints about your services that you are aware of. 1. Phone lines busy. 1. Food Bank days cut back. 3. Walk-in service from 11 AM to 11 PM. 4. Insufficient funds for shelter, transportation, emergency repairs, gasoline. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No waiting list. How many people are currently on your waiting list? 9. in what way are your agency's services publicized? 1. Newspaper ads: WEEKLY COURIER, PRESS CITIZEN, DAILY IOWAN 2. Telephone directory 3. Human services directories (local, state, national) 4. Public speaking (clubs, schools, churches) 5. Bus posters 6. Public service announcements 7. Brochures 6. word of mouth 9. U. of I. Taped Information System 10. Many referrals from other agencies M a3.3 f IOWA CITY CRISIS INTERVENTION CENTER 26 EAST MARKET IOWA CITY, IOWA 52240 buserislis IineP 319] 313 9 2726 O 40 Crisis Intervention Program AGENCY GOALS FORM •• GOAL: To provide immediate, anonymous, and confidential suicide prevention and crisis intervention services free to anyone who contacts us. OBJECTIVE A: in FY 1986 to provide suicide prevention and intervention to an estimated 370 persons who will contact us. TASKS: 1. Maintain 24 hour/day availability by phone 2. Assist others in providing prevention services 3. publicize service staff 4. Maintain on-call emergency 5, provide in-service training 6. Periodically review service 7. Community education OBJECTIVE H: In FY 1986 provide crisis intervention counseling on a 24 hour/day basis to approximately 5,000 persons who will contact us. TASKS: 1. Continue efforts to increase volunteer pool 2. Schedule volunteers to provide: a. 24 hour phone service b. walk-in service from 11 AM to 11 PM daily c. on -Call support 3. Provide training three times a year 4. Provide daily supervision of all volunteers confident5. Maintain client 6. Maintain liabilityinsurance anonymity coverages OBJECTIVE C: in FY 1986 provide emergency transportation to approximately 50 persons who require either medical attention or psychiatric evaluation. TASKS: 1.Increase staff of on-call team 2. Provide special in-service etraining outreach 3. Maintain liability coverage for •• Also see BUDGET REQUEST for Food Bank and Emergency Assistance Programs 91 V EM Iowa City Crisis Intervention Center Crisis Intervention Program AGENCY GOALS FORM - OBJECTIVE D. Together with the Iowa City Deaf Club, establish and main,^,tain a message relay service to help reduce the social isolati hearing impaired residents (New service). on of TASKS: 1. Train volunteers in use of TDD Machine 2. Maintain special phone line for TDD users 3. Secure funds for installation, service, main- tenance 4. Maintain statistics 5. Evaluate service 6. Publicize service OBJECTIVE E: Increase community awareness of the Crisis Center's Programs TASKS: I. Print informational materials 2. Community speaking engagements 3. Liaison with other Community agencies 4. Improve statistical reporting 5. Improve utilization of media OBJECTIVE F: Improve functioning of Food Bank and Emergency Assistance Programs in light of increasing demand and decreasing staff i - TASKS: 1. Recruit separate volunteer pool 2. Recruit additional clerical help 3. Continue to simplify record keeping 4. Regular evaluation of service delivery 5. Continue special efforts to secure food items and monetary donations 6. Maintain liability insurance B. Schedule volunteers to assist clients, repackage food, pick up food, shop OBJECTIVE G: Monitor delivery of services to improve quality of programs I TASKS: 1. Daily supervision of volunteers 2. Annual volunteer evaluations 3. Annual staff evaluations 4. Annual review of books and bookkeeping practices S. Maintain reports from clients 6. Encourage and support staff development (e.g., allow for in-service training within and outside the Crisis Center) 7. Publication of statistical and financial information E. Telephone busy study 9. Evaluation of volunteer feedback I 1 � 92 Baa` Iowa City Crisis Intervention Center Crisis Intervention Program AGENCY GOALS FORM - OBJECTIVE H: Maintain and improve Information and Referral service for approximately 3,000 person who will contact us in FY 1986. TASKS: 1. Update resource files continuously (Work Study function) 2. Review files annually, contacting hundreds of agencies and individuals (Work Study function) 3. Secure local, regional and national directories 4. Encourage client follow-up to evaluate referrals 5. Serve as contact agency for: a) Unbound, Inc. b) Overeaters Anon c) Parents Anon d) Toughlove of Johnson County e) many self-help and support groups 6. Serve as screening agency for Emergency Housing Project OBJECTIVE I: Administer Project A.I.D.E. Fund for the Iowa -Illinois Gas and Electric Company, assist elderly, disabled, and others to meet home energy needs. (Extension of service subject to Board approval.) TASKS: 1. Provide one time assistance for home heating �y or other energy needs annually 2. Assist clients to locate other assistance OBJECTIVE J: Participate in the Crisis Center/Goodwill Industries Free Clothing Fund, allowing needy individuals to secure clothing items at no charge. TASKS: 1. Maintain voucher system for clothing purchases 2. solicit clothing donations to support fund OBJECTIVE K: Assist individuals without regard to age, sex, race, color, religion, creed, employment status, marital status, sexual orientation, national origin; disability, or handicap status. RESOURCES NEEDED TO ACCOMPLISH PROGRAM TASKS: 1. Two full-time paid staff persons 2. One Work Study Student as administrative assistant 3. Social Work or other practicum students 4. A minimum of 100 volunteers scheduled each week r-, I,- 93 aaa� Iowa City Crisis Intervention Center Crisis Intervention Program AGENCY GOALS FORM - 5. Five telephone lines (2 crisis lines, 1 business line, 1 emergency outgoing line, 1 line for TDD users) 6. After hours answering service to patch calls ' 7. Two telephone pagers •8. Insurance coverages a) Professional Liability b) Volunteer Health Accident i c) Non -owned automobile d) Fire e) Liability (including product liability) 9. General and office supplies 10. Office equipment (rented typewriters,• mimeo, etc.) 11. Telephone equipment contract 12. One phone room, two counseling room, waiting areas 13. Food distribution area 14. Food storage area 15. Administrative office space for staff, work study 16. Subscriptions to journals, newspapers 17. Printing and advertising (donated and paid) 18. Donated furniture 19. Donated clerical and bookkeeping li 20. Donated volunteer services; annual 19,876 hours a) Crisis counselors 13,870 hours b) On -Call 3,276 hours c) trainers' time 2,730 21. Donated space for training sessions 22. Donated in-service training sessions by other agencies or professionals j 23. Donated emergency transportation 24. Donated staff transportation 25. Donated refrigerator, freezer 26. Donated food items 27. Donated clothing 28. Donated TDD Machine (Old Capitol Kiwanis Club) 29. Donated spraying 30. Donated maintenance and janitorial services 94 a 3a� UNITED WAY OF JOHNSON COUNTY CITY OF IOWA CITY • JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM P e ared P N ve );rg gram �orc�rinNorr/tisa 3O& -Edwards, Business Coordinator AGENCY NAME: nonggrir Violence Pr Uct ADDRESS: P.O. Box 733, Iowa City PHONE: (319) 351-1042 DISCAL YEAR 1986 ! CALENDAR YEAR 1985 COMPLETED BY: T:sn Fa,,,ra,1Var Waw (Please cl cTeyear your agency uses) APPROVED BY BOARD: uthorized signature_ COVER PAGE on v /:w date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. SAFE SHELTER: Maintain and staff a residential facility and safe home network for victims of battering and their children which whiph will ensure safety and provide an opportunity to explore resources and options. ! 2. CRISIS COUNSELING: Provide short-term counseling, advocacy, and referrals for shelter residents, persons calling 24-hour phone line and for those seeking one-to-one counseling. 3. CHILDREN'S SERVICES: Provide services that address needs of children affected by family violence and offer support to parents. 4. COMMUNITY EDUCATION: Provide information about the issue of domestic violence towards the goal of better community intervention and prevention, as well as increasing awareness of available services. Local Funding Summary: CALENDAR PROPOSED 1985 FISCAL 1983 1/1/843/31/84 4/1/843/31/85 (4/1/8 /31/86) United Way of Johnson County $ 3250 $ 13,000 $ 16.291 FISCAL FY 84 FY 85 FY 86 City of Iowa City $ 8250 $ 9450 $ 14,500 Johnson County $ 6,600 $ 7,800 g 19,500 City of Coralville $ 1,000 $ 1,200 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY *1 Director's Salary Adjustment 1 $ 2,370 $ 0 $ 798 *Mistakenly not included in total budget - will bring corrections to hearing. 95 035.?,f AGENCY: EXPENDITURE DETAIL AGENCY: IN ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries $28,554 $31,652 $42,385 8,519 2. Employee benefits & taxes 3.814 3. Staff development 149 400 400 - - 133 133 4. Professional consultation 5. Publications/Subscriptions S. 250 251 100 300 100 117 -n- -0- - -n- inn 6. Dues 8 Memberships _n_ - - 7. Rent - _n- - 8. Utilities 8. 3 724 5 550 5.88 588 5,297 - 9. Telephone 2,051 2 100 2,260 0. Office supplies & postage 680 770 son 640 Ln /,n 11. Equipment purchase & rental 2. Equipment/Office maintenance 1,035 11000 1,040 520 520 -0- 13. Printing & publicity. 382 Soo 500 -0- -0- 150 4. Local transportation 190 500 500 100 250 50 S. Insurance 1,910 2,088 2,172 217 1,738 108 6. Other (specify):81d round 3,401 3,500 4 000 400 -0- .S 1 Children's 'Activity fun 231 240 240 4- -0- -0- B• 'Food househo d 2,371 6,000 7,000 -0- -Mis M 0. TOTAL EXPENSES (Show also on page 2,line 2) 51,814 61,949 F76,341 $13,114 36,181 11,612 Notes and Comments: *includes FICA and unemployment tax from last quarter of FY84 (paid for by carry-ovet funds) IN OPTIONAL BUDGET FORM: ' (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Emer encu Food Fro ram 1. Restricted by: Federal Emer enc Ma eme A e cv 2. Source of fund: 3. Purpose for which restricted: Fnnd 4. Are investment earnings available for current unrestricted expenses? _Yes _Z_N0 If Yes, what amount: S. Date when restriction became effective: x her 1984 6. Date when restriction expires: 7. Current balance of this fund: not yet. B. Name of Restricted Fund 1. Restricted by: 2. Source of fund: _ �^ 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 103 Optional Budget Form: AGENCY:(Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: Contingency Fund 1. Date of board meeting at which designation was made: spring 1981 2. Source of funds: Carr -over 3. Purpose for which designated:emereencv eepenses/repair-/��_ n—red gXRenA±tires 4. Are the investment earnings available for current unrestricted expenses? ,Yes No If Yes, what amount: - 5. Date when board designation became effective: July 1981 6. Date when board designation expires: n/a 7. Current balance of this fund: $2,500 B. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: i S. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: _Yes _No If Yes, what'amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: d3a� r— Conditions of Association Agency: Domestic Violence Project AGENCY HISTORY (on this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Our current services are an outgrowth of a program started through a CETA grant at the Women's Resource and Action Center in May, 1977. That program attempted to provide direct services to those affected by domestic violence, as well as document need for services. The critical need appeared to be a safe shelter for battered women and their children, in order for women to make use of community resources in dealing with the violence they were experiencing. Funding for the'shelter was obtained through CDBG appropriations and was opened Oct.l, 1980. The program has evolved in the four years since it has opened, in an effort to provide comprehensive services to families experiencing violence. Our focus is violence in adult relationships, although we certainly see abused children and work closely with other agencies on the issue of child abuse. We see adult children experiencing parental violence, violence in dating . re4ionships, violence in cohabiting or marriage relationships, parents ex'tiencing violence from adult children, and elderly abuse. The program concept has grown, partly due to increased requests for services and also due to our increased understanding of needs and issues. We are working closely with MECCA to address both violence and substance abuse. We are finding ourselves more and more involved in legal advocacy, both civil and criminal. our occupancy has grown from 7-8 per day our first year to 15-20 this past year. This means that.we have had to constantly evaluate our space needs and upgrade the physical plant. Half of our residents are children. We have created play space and developed a children's program to address needs of children and parents in the shelter. We have a staff position for that aspect of the program. That staff person is responsible for assessment of needs and also for coordinating child advocates and house staff in responding to issues related to children. We also maintain a 24 hour phone line and a program for short-term counseling for non -shelter residents. We have seen a dramatic growth in requests for services in this area. We provide information, advocacy, and referrals for battered women, significant others, and agency representatives. This has meant more training for volunteer staff and increased counseling responsibilites for the Program Coordinator. Space is donated through the WRAC for counseling. We are continuing community education efforts, with several goals in mind. In the coming year we hope to target groups for prevention activities, working closely with United Action for Youth and residence halls at the University to provide information to young people on early warning signs of relationship problems and steps to take. We also hope to do more work with other professionals as well as facilitate the establishment of a local Batterers' Anonymous Group. 105 ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose The primary purpose of the Domestic Violence Project is to make compre- hensive services available to those affected by domestic violence in the Iowa City/ Johnson County area. B. Programs 6 Brief Description SAFE SHELTER: Provide a residential facility for victims of battering and their children. CRISIS COUNSELING: Provide a 24 hour phone line for support, referrals, and access to shelter. Provide one -to one counseling C. Tell us what you for ahat dd.reing ifeents and others in the community. neeCHILDREN'S SERVICES: Meet needs of (see budget for specific breakdowns) children and parents seen in shelter. 1. staff salaries and benefits-- COMMUNITY EDUCATION: Provide information for direct services, supervision about issue of domestic violence. of volunteers, maintenance of facility 2. Phone lines, office needs, food, household supplies, costs of providing housing. D. Management' 1. Does each professional staff person have a written job description? Yes No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances I. Are there fees for any of your services Yes x No a) If "yes", under what circumstances We ask for fees for staying at shelter, based on resident's ability to pay. No cost for other services. We find most residents are at shelter because they have no financial resources, so this fee is almost always waived. b) Are they flat sliding x ? c) Please discuss your agency's fundraising efforts, if applicable A significant part of our budget is raised through private means and we spend a great deal of time in this area: 1. Publicize need for financial support on an on-going basis. 2. Solicit donations through a direct mail campaign. 3. Solicit donations from churches and service groups. 4. Request donations for speaking engagements. S. Research and apply for applicable grants. 6. Board conducted fundraising events three times a year: (involvement in fall run, benefit at Bushnells, garage sale) 106 a 3a� C. Tell us what you need funding for (Continued). As you know, the Domestic Violence Project operates a 24-hour residential facility with the equivalent of two full-time paid staff volunteers. However, wh of the e trained for on-going maintenance of the facility. Over the past four years, we have found that a significant amount of the DVP budget and the time and energy of the Program Coordinator has been spent on the maintenance of the facility. The need Is understandable, given the amount of traffic through the shelter. During the nd last fiscal year (FY84), we provided 4171 days of shelter to 118 women a 117 children. This Is an Increase of 157% over our first year of operation (FY81). The shelter Is virtually always filled to capacity, with an average of 16 Persons living there at any given time. Added to the flow of traffic Is the normal cost of maintaining a facility of this size. The DVP also provides clothing to 10-15 persons per month; provides furniture and household items to 3-4 families per month; and furnishes the shelter with donated Items. The DVP has been having to call In a person to make repairs of various sorts an average of once a week; the average hourly charge Is $15-25. In addition, we have had to hire an individual for smaller repairs at an hourly wage of $8. Our expenses for building and maintenance In the first quarter of this fiscal year (FY85) have totaled $1888. In addition, the Program Coordinator has had to devote much of her time and energy to these matters. A recent study of the Program Coordinatorts time revealed an average of 22 hours per week spent on the basics of keeping the house functioning. This Is In addition to her own Job responsibilities which Include the recruitment, training and supervision of volunteers; program development, Implementation and evaluation; and community outreach and education. The Program Coordinator's workload has thus been pushed beyond reasonable limits. The Board of the Domestic Violence Project has therefore decided to hire a half-time Facilities Coordinator, to begin In July FY86. The Facilities Coordinator position Is vital to the continued quality of DVP services. Not only will it save money and Increase the efficiency and effectiveness of the program, It will relleve the pressures on current staff to perform duties far beyond those for which they were hired. Briefly, the duties of the Facilities Coordinator will be as follows: 1. Conducts periodic Interior and exterior Inspections of the house and grounds; notes and prioritizes any needed maintenance and repair. 2. Performs, as able, needed maintenance and repair to the Interior and exterior of the facility; arranges for such maintenance and repair to be performed by other professionals where necessary. 107 e-? 3 �)er 3. Monitors the level of food and supplies In the shelter; takes Inventory of needs; arranges and conducts shopping trips; coordinates financing for such trips. 4. Arranges for the acquisition and distribution of all donated Items, Including furniture, clothing, household supplies, and building materials. 5. Organizes and supervises dally cleaning (such as dishes, laundry, picking up), and periodic major cleaning (such as 41 mr•e and snnllannn�\ ' F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 573 --direct services b) Unduplicated count 510 --direct services 1053 --community education 2. How many clients in Iowa City did your agency serve last year? unable to provide breakdowns for counseling/ crisis intervention/community a) Duplicated count xxxx education b) Unduplicated count 114-shpiter 3. How many units of service did your agency provide to Johnson County residents last year? aa�i �hP1rPY • 535 --counseling contacts 4. Please define your unit of service (does not include Shelter day: 24 hour/individual shelter residents) Counseling: one contact (minimum thirty minutes) --phone or face-to-face S. In what ways are you planning for the needs of your service Population in the next 5 years? I. Current focus is on maintaining present program --we are experiencing increased demand on services, a drop in volunteer pool, and need for more coordination with other agencies. We are evaluating ways to deal with the crunch that is created, both on staff and 6. Please comment on any other problems or factors relevant to youf agency's programs, funding or service delivery. facilities. This will include facilities assessment and planning, more intensive volunteer recruitment, and assessment of staff needs and additional sources of funding. 2. We are still interested in pursuing prevention activities and looking at facilitating services to batterers• as part of that, but timetable keeps getting moved back to deal with current program demands. I want to cite two issues: 1) (see above) We are finding more and more demand for service, which is putting lots of pressure on our program; 2) one of the stresses is the lack of affordable housing in this community --which contributes to increased length of stay. 109 a3�j 7. List complaints about your services that you are aware of. The primary complaint at this time is that the shelter is filled to capacity much of the time --this means that the physical plant is difficult to maintain at the level we would like and that the shelter often seems crowded and chaotic. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No waiting list, occasionally we have to find alternative housing for women. How many people are currently on your waiting list? 9. In what way are your agency's services publicized? 1. Police are mandated to inform couples of our services when they intervene in domestic disputes. 2. Brochures, cards, and posters are widely distributed. (including buses) 3. Use of local media 4. speaking engagements 5. Phone book (4 listings) 6. Agency referrals 110 a.�a� AGENCY GOALS FORM r-, Agency Name: DOMESTIC VIOLENCE PROJECT Year: 1986 (FY) Listing of Programs: Safe Shelter, Crisis Counseling, Children's Services, Community Education SAFE SHELTER Goal: In FY1986, to provide victims and their children with an alternative living arrangement which will ensure their temporary safety. We anticipate 130 women and 125 children. Objective 1: Operate and staff a residential facility which is accessible 24 hours a day to provide a place of safe shelter (optimum capacity 15-18). Tasks: 1. Maintain volunteer pool at 50 by providing three training sessions per year. 2. Schedule house staff and on-call staff to provide 24 hour coverage and transportation. 3. Provide training on security and do regular security checks. 4. Provide needed maintenance to maintain safe environment. Objective 2: Provide 200 residents with necessary food, clothing, and other basic needs. Tasks: 1. Maintain a clothing closet with donated items. Actively solicit contributions. 2. Coordinate with Crisis Center in use of Food Bank. 3. Publicize need for variety of donated items and maintain collection and distribution system. 4. Maintain referral information on other agencies providing assistance with financial needs. Objective 3: Provide alternative housing when shelter is full or not appropriate. Tasks: 1. Coordinate with Ecumenical Housing Assistance Project for referrals. 2. Maintain list of volunteer safe homes. 3. Maintain list of other shelters for referral. Resources 1. Coordinator (direct and support services) 2. Facilities Manager 3. Household supplies/food 4. Utilities/phones 5. Transportation costs 6. Pagers 7. Insurance Cost: $36,181 a3.Z� DVP--Goals-- COUNSELING Goal: To provide 375 persons with comprehensive counseling services which address their immediate needs and future goals. Objective 1: Provide short-term counseling for 120 shelter residents, phone crisis counseling for 175 callers (to include battered women/men, significant others, batterers), and one to one counseling for 75 women. Tasks: 1. Provide 24 hour coverage with trained crisis counselors at the shelter to respond to residents and callers. 2. Maintain system for meeting women for one to one counseling. 3. Provide on-going training for staff to maintain quality of services and respond to emerging issues (monthly in-service). 4. Coordinate counseling services with other involved service providers. Objective 2: Provide extensive information and referral on legal, counseling, financial, and housing assistance. Tasks: 1. Maintain resource files regarding services specific to domestic violence and client needs. 2. Maintain contact with referral agencies regarding services provided and appropriateness of referrals. Resources 1. Coordinator (direct and support services) 2. Phone lines 3. Office materials 4. Pagers 6. Insurance 7. Publicity Cost: $11,612 CHILDREN'S SERVICES Goal: To provide services that address needs of children affected by violence, assist their integration into the shelter, and offer parents support and new parenting skills. Will be provided to 50 parents and 120 children. Objective 1: To provide activities for children in shelter that build positive self-concept, teach skills, and address individual needs. Tasks: 1. Provide 12 hours of training in parenting and activities for children to all staff. 2. Recruit and train 12 volunteers to act as child advocates. 3. Maintain materials and play space for children. 4. Use community resources; library, Rec Center, etc. 112 a'3af DVP--Goals-- Objective 2: To assist parents in coping with transitions and the impact on their children. Tasks: 1. Maintain an extensive file of materials on parenting and child development. 2. Address parent concerns and children's needs as part of case planning. 3. Maintain referral system and coordinate with other service providers (e.g. UAY, AEA, CMH). 4. Provide information on non-violent discipline and model effective parenting. (included in in -take --part of staff training). Objective 3: To provide concerned persons with information about the impact of violence on children. Tasks: 1. Incorporate information on children in community education presentations. 2. Work closely with other educational/service groups dealing with parents/children (eg. Mark IV, Four C's, ACCAN). Resources 1. Coordinator (direct and support services) 2. Craft and play materials 3. Activity fund 4. Office materials 5. Equipment 6. Insurance Cost: $10,963 COMPU7NITY EDUCATION Goal: To educate the community --professional and lay people --about the problem of domestic violence; including services available, extent of problem, intervention, prevention, and program needs. Objective 1: Maintain wide distribution of printed materials. Will distribute 1500 pieces. Tasks: 1. Identify high visibility areas, as well as target populations for distribution points. 2. Use variety of materials, including business cards, posters, and brochures. 3. Develop specific materials (e.g. newsletter, pamphlet on thinking about leaving) and distribute. 4. Have regular distribution schedule. Objective 2: Maintain speakers' bureau for conferences, lectures and workshops. Will reach 1200 people. 0 DVP--Goals-- Tasks: I. Maintain group of trained speakers. 2. Target groups, esp. professional groups for programming. 3. Design lecture/:workshop formats for range of groups. 4. Actively solicit speaking engagements through personal contact and publicity. Objective 3: Utilize media access through radio, television, and newspapers to publicize services and issues. Tasks: 1. Maintain file on public service programming and make yearly appearances. 2. Identify and publicize special events. 3. Continue to develop angles to increase media appeal and connect the problem of domestic violence with related issues (e.g. substance abuse). Resources 1. Staff time 2. Printing 3. Office materials Cost: $4,471 114 a3.2f UNITED WAY OF JOHNSON COUNTY DIRECTOR: ,tend,, c� AGENCY NAME: Elderly ervioec e— ADDRESS: OF IOWA CITY JOHNSON COUNTY ADDRESS 28 South TAnn Z SERV E AGENCY BUDGET FORM PHONE 356-521L YEAR 198 CALENDAR YEAR 1985 COMPLETED BY: 7eanne Snow e year your agency uses) APPROVED BY BOARD: authorized signature COVER PAGE on / date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. Information andReferral Program: answers questions, tells people in John- son County about available services and refers them to the agencies where they will find help. Agency maintains a comprehensive, up-to-date file on areas of information pertaining to the elderly, and publishes a services guide for the County. 2. Outreach and Advocacy Program reaches out to find the elderly person in need of services. {Ye call all clients using the chore service over the last 3 years to keep them informed of resources and to try to anticipate Problems. We find young people to share homes, make home visits each week to the home- bound and the lonely and act as the intermediary between the citizen and the bureaucracy when asked to do so, We distribute government surplus food and fresh vegetables donated by community members, as well as taking people to the grocery store. Volunteers staff the program. They are recruited from the UI, local churches, the community at large and our high schools. 3. Chore and Respite Care Program enables older people to remain at home as as possible by helping mainddtain ddthe house and yard and caring for them when they become partially CAL�N Ment on others for day-to-day needs. Local Funding Summary: YFARS PRnpnSFn low; FISCAL V CFY 84 FY 85 FY 86 Johnson County 1 $ 0 $ 0 $ 1500.00 City of Coralville 1 $ 0 $ 0 $ 500.00 I FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ 5816 I $ 1.198 I $ 1000 I $ 1134 I '324,C75 plus $•^.,484 supplemental funds for director's salary 115 � 3.?� 1/1/843/31/84 4/1/843/31/85 (4/1/ 1983 3/31/86) United Way of Johnson County 10.000 $ 2,500 $ 10,000 1 $12 non FISCAL V CFY 84 FY 85 FY 86 Johnson County 1 $ 0 $ 0 $ 1500.00 City of Coralville 1 $ 0 $ 0 $ 500.00 I FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ 5816 I $ 1.198 I $ 1000 I $ 1134 I '324,C75 plus $•^.,484 supplemental funds for director's salary 115 � 3.?� AGENCY: Elderly S ryiaec AZenry BUDGET SUMMARY M/qn IQ„ Flan iaa A/7n IR8_ ACTUALTHIS YEAR BUDGETED LAST YEAR PROJECTED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) 61.274 61,7R6 7 2P a. Carryover Balance (Cash from 3) 2 fl7g' i''s33 99,G2S 711744 •• b. Income (Cash) 2. TOTAL EXPENDITURES (Total a + b) 63,113'y 60 214 71,297 :1 rya%F~r<4r Hb v.(' rrI'RxiLj Y,Mx `3i &., 41',M a. Administration I6r044:t' t7 59 ins 18L 71d't� ,k �.t`i� J •�tlYYy Y r'%.d' > .� xi� '��i5•�1¢�°�h; b. Program Total (List programs below) 47 t173M 42 p H . 1. Loca a. C b. c. C d. e. f. 2. Stat a. b. 7 C. d. C 3. Cont 4. Spec a. b. C. S. Net 6. Net 7. Inte 8. Othe a. b b. C. TOTAL IN Note 'FY AGENCY: Elderly Services Agency INCOME DETAIL (Continued) Chore PROGRAM PROGRAM PROGRAM IPROGRAM PROGRAM I 3 1PROGRAM 4 5 6 7 8 1. Local funding sources(List below) 12.776 City of Iowa City a. b. United Way Coralville A C. A5 d. Johnson County i m ie. NNf ................. 2. State,Federal,Foundations(List) 15.032 WT a. State Elderlv Care 532� b- Title IIIB o. State of T9_wz_H22J_th_I2= C4 ONE d. rT)Rr fiinrl� 3. Contributions/Donations 2,200 4. Special events(List below) btI5, 4, a. MOT! b. Ell 0- Ayz.22'.00, ,,gj 5. Net sales -services 6. Net sales -materials 7. Interest income 8. Other(List below,including misc. a. IV . . . . . . 112'.0 RN IMP b. .1; W, C. TOTAL INCOME (Show also on page 2, line lb) 30,008 Notes and comments: EXPENDITURE DETAIL AGENCY: Elderly Services Agency Notes and comments: **$1600 for staff development includes a training program for choreworkers and volunteers involved in respite care and staff professional training. Part of that money would be spent on a one -time -only project of taping and making slides for professionals from local agencies talking on their areas of expertise. We have volunteers and workers coming in at all times of thF year and it is very difficult to ask professionals to come in to train as often as we would like to have them. The material could also be used to advertise the agency to the public and the funding agencies. 119 .?3a,? ACTUAL T4IS YR 9TMr.VTEJ ADMIN. DRnraAM DROGRA AST. YEA PROJFCTE NEXT YEA _ 1 2 1. Salaries _ 42 853 41,124 46 956 16 201 9 7. 2. Employee benefits & taxes 2 7 7q36536 r, 8470 3. Staff development 1 600** 800 4. Professional consultation 5. Publications/Subscriptions 6. Dues & Memberships 1. Rent 8. Utilities I 9. Telephone 1,900 _- 339 332 10. Office supplies & postage 11. Equipment purchase & rental 2,161 900 1,000 -- __ 12. Equipment/Office maintenance 13. Printing & publicity 1.438 1.440 1.700 427 423!'- 14. Local transportation 166 60 0 15. Insurance 971 1,484 1,550 100 70 16. Other (specify): 600 650 0 17. Choreworkers __1.659 3.990 1 4,000 18. 1 CDRr, 1,563 1.200 2.500 19. Van OS 1.500 2.100 525 525 20.39.4 gnpous:00 91P 444 50 100 TOTAL EXPENSES (Show also on page 2,line 2 63,113 60,2.3 71,297 18,714 12,161 11,354 Notes and comments: **$1600 for staff development includes a training program for choreworkers and volunteers involved in respite care and staff professional training. Part of that money would be spent on a one -time -only project of taping and making slides for professionals from local agencies talking on their areas of expertise. We have volunteers and workers coming in at all times of thF year and it is very difficult to ask professionals to come in to train as often as we would like to have them. The material could also be used to advertise the agency to the public and the funding agencies. 119 .?3a,? EXPENDITURE DETAIL (Continued) AGENCY: Elderly Services Agency c PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAMPROGRAM 6 7 PROGRAM 8 1. Salaries' JA 710 2. Employee benefits & taxes 1,999 3. Staff development 800 4. Professional consultation 5. Publications/Subscriptions 6. Dues & Memberships 7. Rent 8. Utilities 9. Telephone 1,235 10. Office supplies & postage 350 11. Equipment purchase & rental 1-10-00 1. Equipment/Office maintenance i 13. Printing & publicity 950 14. Local transportation 15. Insurance 1,380 16. Other (specify): 17•Choreworkers 4 000 18. lD 19. Van 1 050 20. Miscellaneous: 194 TOTAL EXPENSES (Show also on 068 page 2,line 2 29 IN BEI TAXES (Li TOTI FIl Un Woi * Re He, Di! * Li Otl If al' Sil Va staff direc Ho Mo Ho DIRE( Healt Disat Life Oenta Vacal Holic Sick PO *ES OPTIONAL BUDGET'FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Rldprl v rnrp 1. Restricted by: donor: Heritage Agency on Aging/State 2. Source of fund: State of Iowa 3. Purpose for which restricted: Chore services 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: 5. Date when restriction became effective: July, 1981 6. Date when restriction expires: annually renewable 7. Current balance of this fund: 011,687.96 as of October 90, 1184 D. Name of Restricted Fund Title III—B 1. Restricted by: donor: Heritage Agency on Aging/State 2. Source of fund: State of Iowa/Federal Government 3. Purpose for which restricted: Information and R ferrnl 4. Are investment earnings available for current unrestricted expenses? Yes 2 _•No If Yes, what amount: 5. Date when restriction became effective: July 1980 6. Date when restriction expires: annually renewable 7. Current balance of this fund: S5,310,68 as of October sn 1984 C. Name of Restricted Fund Chore Services 1. Restricted by: Johnson County Health Department 2. Source of fund: State of Iowa HHA funds 3. Purpose for which restricted: chore services 4. Are investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: 5. Date when restriction became effective: July 1 1982 6. Date when restriction expires: annually reaewabl 7. Current balance of this fund: M22.00 as of October 20, 1984 123 ':�3-Z S' Optional Budget Form: AGENCY: (Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: Community Development Block brant funds 1. Date of board meeting at which designation was made: November 10, 1934 2. Source of funds: Committee on Community Needs/City of Iowa City CDBr, 3. Purpose for which designated: repairs to homes of low-income fragile elderly 4. Are the investment earnings available for current unrestricted expenses? Yes �No If Yes, what amount:. 5. Date when board designation became effective: April, 1985 6. Date when board designation expires: December 31, 1985 7. Current balance of this fund: B. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: [e 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: S. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds:, 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: _Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 124 a3.Alf Conditions of Association Agency: ELDERLY SERVICES AGENCY AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) ESA was founded in July of 1980. The program started with the goal of helping people 60 years of age and older in Johnson County to stay in their own homes as long as possible. That goal•has not changed. ESA now has three main programs: chore and respite care, outreach and advocacy and information and referral. These programs are integrated within the agency so that any person who uses the services of one of the programs automatically is regis- tered in the other two. Clients are contacted on a regular basis to find out if their needs have changed and to provide information about programs other agencies put on that might be of interest to them. Specifics of the three programs are set forth below: The Chore and Respite Care ram helps older people remain at home as , long as possible by maintain ng the Proghouse and yard and caring for eldeily people when they become partially dependent. Choreworkers sit with people who need help, mow lawns, wash windows, put up storms, shovel walks, do heavy cleaning and make home repairs. The cost ranges from $2 to S5 an hour and the workers, who act as independent contractors, are screened and reliable. The Outreach and Advocacy Program reaches out to find the elderly person in need of services. We call all our clients to keep them informed and to monitor haw they are doing so that we can anticipate problems before they become too serious. We find young people to share homes, make home visits each week to the homebound and the lonely and act as the intermediary between the citizen and the bureaucracy when asked to do so. We distribute government surplus food and fresh vegetables donated by community members as well as taking people to the grocery store. We do these things with volunteers at no cost to the elderly. The Information and Referral Program answers questions, tells people in Johnson County about ava lable services and refers them to the agencies where they will find help. We check to see if they did. We maintain a comprehensive, up-to-date file on all areas of information pertaining to the elderly. If we do not know the answer to a question, we find out and call the client back. Our future centers around getting information about services to more cli- ents in the County, obtaining adequate funding to maintain our equipment and administrate the various programs we have startedimproving our training pro- gram for volunteers and choreworkers so that quality of service is improved constantly and developing adequate means of evaluation to document what we do as well as working cooperatively with other agencies to provide services. 125 ,?3A,f ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose ESA's primary goal is to keep people in their own homes as long as possible, thus avoiding inappropriate institutionalization. B. Programs & Brief Description 1. Chore & Respite Care: help with work in the house and yard and help clients take care of themselves when partially dependent. 2. Outreach & Advocacy: finds elderly needing help, assesses needs, informs about programs, visits, provides general aid. 3. Information & Referral: serves as central dissemination point for elderly programs' information and refers people to other agencies for help. C. Tell us what you need funding for. We need money for a new telephone line, for chore equipment and maintenance costs, training programs for our respite care workers and volunteers, office supplies and printing costs for our brochures on Johnson County Services, expenses connected with our service van (now three years old) and for salaries. We need more money than we have before because the need f or. Mana vice has grown so much -- we are bursting at the seams. g 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes No X a) If "yes", under what circumstances b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable The director speaks to local service organizations and church groups to encourage donations to defray our costs for chore equipement . We participate in the marathon put on by United Way agencies. We solicit governmental agencies for funding when appropriate (e.g. revenue sharing funds for snowblowers last year). 126 a3a8 Program/Services 1. How many persons in Johnson County did your agency serve last year? (including IC) Chore & Res rte 0 & A I & R 7 a) Duplicated count 12,442 27 (60 0) TST3-5) b) Unduplicated count 1.272 (460) (508)* (304)* How many clients in Iowa City did your agency serve last year? a) Duplicated count 12.100 b) Unduplicated count i ins How many units of service did your agency provide to Johnson County residents last year? 27 099 '* 4. Please define your unit of service Of that number, 17,338 are chore and respite care hours of service performed by chore and respite care workers; 6119 of Outreach and Advocacy units of service represent the number of home and phone visits made by volunteers and staff and the number of people receiving food from the government; 3,635 units of servici . in info & referral are the phong calls nto thea ncovf and out as well as S. In what ways are you plan or the ne s population in the next 5 years? walk-ins. We know that the need for help for chore and respite care as well as outreach and advocacy will soar because of the new Medicare regulations, etc. and are planning.training programs, staffing needs, funding needs, and program evaluation accordingly. We see increasing demands on I & R in the County6andP£eK4eonc nF%nP!&Vb'�gegxyik8§igRsa6�cqqL'e�"l%vaR?mputerizatioi to your agency's programs, funding or service delivery. If the election on N?vember 4 goes as the polls say it will, the next four years ESA will/8We Rs the "safety net" for the elderly in Johnson County if we can maintain the programs we have set up. ESA catches the people who fall through the cracks of regulations and dismantled Federal programs. For example, the Housing Rehabilitation Program finds it difficult to help elderly people in substandard housing because of the stiff regulations under which they must operate. Legal Services cannot handle the demand for their services presented by elderly clients and we serve as a kind of para -legal backup. The stiffer regulations for the food distribution program make it necessary for us to find ways of supplementing food supplies in the homes of the fragile and sick elderly who cannot come out to the Crisis Center, * These two numbers are averages for each month. We have not been a le to find a way to keep unduplicated counts on the people who call us and the people who pick up cheese every month. **The units of service for calls coming into the agency and going out as well as walk-ins (Information and Referral) have been kept completely separate from the units of service representing contacts made for the Outreach and Advocacy program. There is no overlap between the two categories. 121 a3.�� 7. List complaints about your services that you are aware of. We have had complaints from clients about not being able to get through our telephones (at times they are constantly busy). We have heard other service providers say that people are not aware of what we do. Sometimes if a choreworker is late, elderly people call and complain. Service provi- ders have questions about respite care workers' training (we hire only exper- 8. Do you have a waiting last or have you had to turn people away ienced for lack of ability to serve them? what measures do you feel people can be taken to resolve this problem? Not so far. How many people are.currently on your waiting list? 9.• In what way are your agency's services publicized? The director speaks to public service organizations as often as two or three times a week. We have a brochure now advertising a partial list of agency services for the elderly in Johnson County (it lists 18 agencies and describes their services in some detail) which we distribute through the Library, other agencies, churches, service clubs, schools, etc. We speak on radio shows explaining our services (and those of other organizations). We put announcements on cable television periodically. We advertise in the Press Citizen and the DI as well as at Financial Aids at UI. We distribute articles periodically to the Cedar Rapids Gazette, the Heritage Agency on Aging newsletter and the Senior Center Post (we are going to try to put information in the latter every -two months). We published an extensive overview of our agency this year as an Annual Report and are distributing it throughout the community to improve the perception of what we do . We are always looking for new ways to talk to people so we can spread the word. 128 ELDERLY SERVICES AGENCY 1985-1986 Programs: Chore and Respite Care, Outreach and Advocacy Information and Referral I. CHORE AND RESPITE CARE Goal: to help the elderly remain in their own homes as long as possible Objective A: In 1985-86 to coordinate chore and respite care services for 500 people over 60 in Johnson County Tasks: 1. Seek subsidization from the Johnson County Health Department for low-income elderly clients for services which "include, but are not limited to, yard work such as mowing lawns, raking leaves, and shoveling walks; window and door maintenance such as hanging screen windows and doors, replacing window panes and washing windows; and minor repairs to walls, floors, stairs, railings and handles." Administrative Code of Iowa, House file -7.1-.3,p. 1 ( { 2. Maintain daily, monthly, quarterly and annual records on services provided to senior citizens, who performed them, at what price, when, for how long, whether or not the work was satisfactory, whether the work was subsidized or not and if so at what rate, copies of the contract signed by the choreworker and the elderly person, and, if the work was done by volunteers, how much time they donated. 3. Call randomly selected clients monthly to evaluate services performed by choreworkers. 4. Administer formal evaluation instrument to 20 elderly people contracting with ESA for respite care to find out if services are satisfactory Evaluation of -respite care workers' services will be made every six months. 129 Objective D:/ During the year we will refer workers to elderly clients to complete :i,n00 odd jobs at a rate between $2 and P5 an hour or less (if they are eligible for subsidization). Task 1. Advertise, interview, recruit, train and evaluate 100 choreworkers. 2. Arrange in-service training sessions with teaching staff from the Community !.cental Health Center, UI Hospitals and Clinics Gerontology Program, CAHTiSA, Hospice, UI College of Nursing and public agencies in the surrounding area. bne training session every two months for volunteers and respite care workers will be scheduled over the year. 3. Recruit a core of 10 - 15 trained workers to provide home repairs, plumbing and other skilled labor. Objective C: Recruit and orient 50 volunteers to perform seasonal chores for low-income agency clients Task 1. Contact local social, civic and religious organ- izations to recruit volunteers in the spring and fall. 2. Request three UI fraternities and one dormi- tory to provide one day of service each spring and fall. Objective D: Provide six elderly people the opportunity to share a home with a college student Task 1. Contact local churches to advertise the program to members of their congregation who are in need of help 2. Advertise shared -housing through the Financial Aids office at UI 3. Interview and screen applicants to the program 130 Provide six in-service training sessions a r year, using other agency resources as well as our own, to provide instruction on such topics as: how to lift a client safely, how to handle depression, anxiety, paranoia and dependency in elderly clients, what to look for in a home to rid it of safety hazards, how to use an assessment instrument properly, healthy aging and what it should be built upon, the role of the helper, etc. 4. Evaluate the performance of the volunteers in the visitation program by calling and visiting with the elderly person'to find out how his or her perception of the volunteer's performance Jibes with our own. These calls are made twice each month. 5. Evaluate the volunteer's perception of the visitation program by talking with him or her twice a month about the dynamics of the relationship and how he or she feels about it. 6. Publicize the need for volunteers through speaking'appearances before groups interested in service work two to three times each month. Objective C: Coordinate the surplus commodities (cheese) program for the HACAP agency, distributing commodities each month to people over 60 with the cooperation of the Senior Center Task 1. Recruit an average of 24 volunteers each month to work for three hours delivering cheese at the Senior Center, the housing sites, and the homes of approximately 450 low-income elderly. Objective D: Create programs using volunteers to help elderly people obtain food Task 1. Coordinate a volunteer service providing rides to the grocery store for elderly living in Ecumenical Towers and Capitol House who relied on Whiteway for shopping. The goal for the first six months would be to provide two cars a week for transportation. The program could be expanded if the need for the service is there to include elderly out in town who cannot use SEATS for some reason. 2. Advertise through radio and television as well as the newspapers that ESA will pick up excess produce from gardenjers in the community to be distributed to the elderly poor (and other needy citizens as the harvest permits). Work with the Senior Center's Garden Goodness Program, Home Delivered Heals, the Crisis Center, Hope and Voss Houses and the Soup Kitchen. 131 �3�� II. OUTREACH AND ADVOCACY' Goal: To reach out to find the elderly who need services, establish relationships of trust and provide personal attention to specific problems as they arise Objective A: Establish a telephone outreach program which makes contact with 5 elderly clients bi-weekly, 100 each month and 250 every 3 months (these categories are mutually exclusive). Task 1: Call all clients using the chore program and evaluate their circumstances so that they can be placed in one of three categories: fragile, marginal and fully -independent. (Those on the fragile list will be called bi-weekly; those on the marginal list once a month; and those that are fully independent once every three months) 2. Keep a register of programs put on by local agencies for the elderly and relate that information to the telephone outreach clients 3. Maintain files on each client. Forms for the telephone outreach program are to be completed and placed in each file. These forms document the client's living situation, state of health, social support network, mobility in the community, use of agency services, and potential needs. Narratives accompany these forms and detail idiosyncratic information. 4. Recruit 4 - 5 volunteers to make 5 telephone calls each day to elderly on the telephone outreach program 5. Evaluate the effectiveness of the program by making 10 - 15 home visits to telephone outreach clients to see if the telephone calls are portraying the reality of their living situations. Objective B: Recruit, train and supervise 10 community and student volunteers to make 20 - 30 home visits each month to the homebound and/or lonely elderly. 1. Supervise and evaluate student and community volunteer performance by requiring written narratives of each home visit, assessments completed, and written and oral reports to the agency as requested. 2. Hold meetings'with student advisers twice each semester to insure that mutually agreed upon goals and objectives are being met. 132 a3a� 3, Distribute our services guide for Johnson County with information on rural congregate meal sites and home-delivered meals throughout Johnson County, using health and other service agency programs as vehicles for delivery. Work with,Home Delivered Meals and the Heritage Agency on Aging to improve the flow of information on programs to the elderly throughout the County, 4. Contact local churches throughout the County to ask their help in identifying the fragile or older elderly. Set up a vehicle of regular communication from the Agency to the churches. 5. Work with the Johnson County Farm Bureau women's Countym prograto communicate with rural areas of the Objective E: Alert service organizations and other community groups to the resources for the elderly available in the County 1. Contact the local Lions, Kiwanis, Optimists, pilot Club, church groups, etc. to ask for speaking time before their groups to explain what is available in Johnson County. Speak to three groups each month. Objective F: Refer clients in need of three or more service agencies to the Case Management and Assessment Team to coordinate care 1. Reactivate the CHAT organization by calling a meeting of interested agencies to discuss the future of case management and assessment in Johnson County. Bring in Heritage Agency on Aging to the meeting. Objective G: Provide opportunities for shared housing to elderly clients of the agency 1. Advertise at the Office of Financial Aids at UI for students interested in living with an older person in exchange for services and/or low rent. 2. Set up an orientation program for interested students to provide some knowledge of aging and the care of a partially dependent person. Use seri Hall's training film "The First Home Visit" as a resource and integrate training programs as.appropriate. Objective H: Maintain the Carrier Alert and Vial of Life Programs for the elderly in the County 1. Distribute vials to participating stores and agencies to replenish supplies as needed. 2.* Maintain Carrier Alert files and supplies to enroll interested elderly as needed. 133 a3 O8 III. INFORMATION AND REFERRAL Goal: To serve as a central point for the dissemination of infor- mation about available services in Johnson County and to refer clients to the proper agencies where their needs can be met. Objective A: Maintain a comprehensive, up-to-date information system available to anyone using ESA's office Task 1. Bring all current files up to date and conduct an ongoing survey of needs for information in previously unexplored areas. Put key information j on red tag cards easily visible to volunteers j using agency resources on a part-time basis. 2. Maintain supplies of the Johnson County Elderly Services Index, updating as appropriate 3. Increase by one the number of phone lines into I the agency to allow more calls to come through I 4. Coordinate all Information and Referral Services with Senior Center staff 5. Place articles about services and resources in the Senior Center Post on a regular basis j as needed (aiming at an article every two months) 6. Advertising information and referral services through radio programs (such as the Dottie Ray show) and cable television Objective B: Act as a referral agent for resources available throughout the County and the State, if necessary Task 1. Initiate referrals for elderly people as necessary, following up on all referrals to see that services have been delivered as needed 2. Document information and referral activities on a daily, monthly, quarterly and annual basis 3. Integrate Johnson County I & R services with regional services through the Heritage Agency on Aging 4. Keep records of information requested most often and unmet needs 134 el?31�? Resources Needed to Accomplish Agency/Program Tasks: 1. Three full-time paid staff persons 2. One Practicum student or two volunteers as office staff 3. Three phone lines (two for calls in and out; one for calls out only) (we have only two lines at present) 4. Supplies for the chore program (see pp. 3/3a for detail) 5. Supplies for information and referral program, outreach/advocacy and information and referral records as well as chore contracts/records and general office necessities 6. General liability insurance, insurance for the van. Parking space for the van and arrangements for maintenance. 7. Donated office space. S. Donated space to hold volunteer/choreworker training sessions. 9. Storage.space for equipment. 10. Student and community volunteers to staff voluntedr chorework programs and volunteer outreach programs. 11. Access to information on the elderly at the national, state county and city levels. Cost of Programs (does not include administrative costs) I & R 0 & A Chore & Respite FY 84 Actual 12,054 10,919 24,100 (vi FY 85 Budget P.717 9., 366 ^3.555 FY 86 Projected 12,161 11,354 ?9,068 135 `i a 3.aI UNITED WAY OF JOHNSON COUNTY CITY OF IOWA CITY • JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM DIRECTOR: Nora Leonard Roy AGENCY NAME:Co rdi�.n 8 1'11 ) re) ADDRESS: P.O. Box 2876, ;2534 PHONE: 338-7684 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: Nora Leonard Ro (Please circle year your agency uses) APPROVED BY BOARD: uthorize signature COVER PAGE onvdate , 1984 Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1: Child Care Information and Referral Service: Telephone service, Child Care directory, child care consumer education. 2: Child Development Education: Parenting and child care workshops, family day care provider training. 3: Child Care Food Program: Nutrition education, reimbursements to family day care providers. 4: Emergency Child Care: Caregiver recruitment and training; publicity; subsidies for needy families. 5: Fine Arts and Folk Arts: (1984 only) 6: Advocacy for Children: (1983 only) This program has been absorbed into Program #1. Child Abuse & Neglect prevention and speakers' bureau. Local Funding Summary: CALENDAR YFARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 1 City of Iowa City 1 $ — 1_ $ — I s ruvu 1 Johnson County I $ — I $ — $ 7000 I City of Coralville 1 $ — I S — I S 1200 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 3220 $ 700 $ _ $ 2520 136 1/1/843/31/84 4/1/843/31/85 (4/1/85-3/31/86) 1983 United Way of Johnson County 6000 $ 1500 1 $ 6414 1 $ 7860, FISCAL FY 84 FY 85 FY 86 1 City of Iowa City 1 $ — 1_ $ — I s ruvu 1 Johnson County I $ — I $ — $ 7000 I City of Coralville 1 $ — I S — I S 1200 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 3220 $ 700 $ _ $ 2520 136 1 1 E 1 1 1 1 1 t 1 1 t t t t AGENCY: 4 -Cs INCOME (Continued) PRO PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM SRAM 3 4 below) 11485 570 1. Local funding sources(List 495 200 United May of J.C. a, 5" 170 r. b, City of Io,Na City Count x495 170 , c. Johnson orf`�gry f�rwro'N Coralville Nh O {+ td+'{ f bYX d. Cit of e. bus k- i f. State,Federal,Foundations(List) 98,=61 0 2. a, Child Care Food programspa* .610 i�. b. i C. 15 3, Contributions/Donations 120 4, Special events(List below)a. Membership Drive „u,'Irx i60; 1tu �r X60 b. ';lalk—A—Thon �;.sw•,�-,�.:.�iz��, 1 g, Other(List below,including mist. a. TOTAL INCOME (Show also on page 2, 1100,09 705 line lb) — Notes and comments: 139 �3�� EXPENDITURE DETAIL AGENCY: 4—Cs 1983 1984 1985 ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries 20,398 22,168 30,.810 4,484 5,124 2,562 2. Employee benefits & taxes 616 1,937 6,221 1,226 1,130 565 3. Staff development _ _ 200 200 4. Professional consultation — 1,508 — — — 5. Publications/Subscriptions — 25 75 — — 75 6. Dues & Memberships 40 75 75 — — 75 7. Rent — — 1,500 600 600 300 8. Utilities c u e in Rent — — 9. Telephone 573 675 516 120 120` 60, 10. Office supplies & postage 841 1,053 1,166 260 70 80 11. Equipment purchase & rental — — 100 100 — — 2. Equipment/Office maintenance — — — — — _ 3. Printing & publicity 1,359 1,502 2,224 185 1 980 500 4. Local transportation 631 555 80G 60 20 120 5. Insurance — — 362 362 — 6. Other (specify): 7. Commodity Storage 170 54 60 — eaiebome°iovid°ersay 67,373 71,833 1 76,800 y Subsidy for Low & Mod.. Income Pam' e 0. TOTAL EXPENSES (Show also on page Mine 24 92,001 101,385 121,334 7,397 8,044 4,537 Notes and comments: EXPENDITURE DETAIL (Continued) AGENCY: 4—Cs PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Salaries 18,000 640 2. Employee benefits & taxes 3,159 141 1, AGENCY: 4 -Cs SALARIED POSITIONS AST YEAR THIS yEAR NEXT YEAR ' ACTUAL PROJECTED BUDGET CHANGE Position Title / Last N ame FTE* Coordinator/Roy 5 through 6/85 9 /85 5,45 14,915 CCFP Administrator/ .85 through9/84 ..75-tregin-}p/84 1 CCFP Assistant ggen .25 beginl0/ q Temporary Phone Coverace 25 5,640 12,810 I +1 RESTRICTED FUNDS (Complete detail,Forms 7 d 8 Restricted by: Restricted for: Donor Child Care Food Pro g 95,85L83, DonorFine Arts & Folk Art Donor (1st Christian Church MATCHING GRANTS Grantor/Matched by: Iowa Com nits C>>t ral Grant/ local contributions for ine Arta o.LIC Arts— IN-KIND r a IN-KIND SUPPORT DETAIL Services/Volunteers @ 35/hour Material Goods Videotapes Space, utilities, etc. 'Workshop & N,eet: Other: (Please specify) Donated office space(2 offices in omes 3,640 1 0% 98,610 +18% -100°6 _ _, ^Vb 7,200 7,650 8,050 , +5°d 150 150 1 200 1 +33% *Full-time equivalent: 1.0-Fu7ltime; .5 -Halftime; etc. 142 2,000 1 1,000 BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) AGENCY: 4—Cs ACTUAL THIS YEAR BUDGETED 616 1 1,937 1 6,221' FICA x $10..810 — Unem to ent Com 2.33 x S28r400 616* 385 Worker's Comp. x X094' — — Retirement — % x $ — $ per mo.: indiv. — Health Ins. lc 65 per mo. 1 amiIy Disabilit Ins. % x $ Life Ins. $ — per month — Other x Child Care 9 monthl6 x $50' — V' uchers If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 80 hours 10 days per year for years 1 -to — days per year for year= 'td Vacation Policy: Maximum Accrual 80 hours 10- days per year for years 'T—to =— days per year for year 6 to Holidays: ew ear, iem.,. July 4, Labor, 6 days per year. Thanksg.,Christm ta Months of Operation During Year: 12 Hours of Service:current: 8:30-11:30a. h. nronosed:8a.m.-5p.m., on ay— ri ay. PE2 450 DIRECTOR'S POINTS & RATES N Iuc ur viuu. STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum Related to Supplemental Request Health Insurance 24 $ 1&Mon. 24_ for Salary Adjustment: Disability Ins. — s�Mon. $= Mon. Life Insurance _ $=— Mon. — — United Way $ 591 Dental Ins. Vacation Days 10 10 Days �_ _8_ Other $ 154 Holidays 4 �_ Days' Sick Leave Days 1,y d _5 I _ A Chi��NP�Youc 58 —550 do. 3..5 44.5 'Unemployment Comp. for 1982 and 1983 paid *Worker"s Comp. calculated.only for period in 1983. 7/85-12/85, when 4—Cs plans to move into a public office.. 143 a 3a,? OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: 4 -Cs if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Child Care F r^AT 1. Restricted by: United States Government 2. Source of fund: U.S. Govt. via Iowa Dept. of Public Instruction 3. Purpose for which restricted: Program administration + reimbursements for enrolled day care home providers, for mea s snac s serve o c i dren. 4. Are investment earnings available for current unrestricted expenses? _Yes x No If Yes, what amount: 5. Date when restriction became effective: 1979 (Date CCPD b aan in r^)'ns^n 6. Date when restriction expires: NIA 7. Current balance of this fund: S B. Name of Restricted Fund Fine Arts & Folk Arts for Children 1. Restricted by: Iowa Dept. for Planning & Programming _ 2. Source of fund: Community Cultural Grant 3. Purpose for which restricted: Ca 400 hours arta urograms for yonn�^h;iar in day care centers, preschools, & day care homes in Johnson Co. 4. Are investment earnings available for current unrestricted expenses? Yes _a -No If Yes, what amount: 5. Date when restriction became effective: r/$ n 6. Date when restriction expires: 12/31/84 7. Current balance of this fund: SO' C. Name of Restricted Fund Emergency Child Care Fund 1. Restricted by: First Christian Chure's Iowa City 2. source of fund: First Christian Church Io a C;ty 3. Purpose for which restricted: Start-up fund for developing an emergency child care program. 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: — 6/84 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: s6001 144 a,3.7r 0:7:C',At 6UDHI 'OR":: (lnaicate N/A AGENCY: 4_Cs if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Family Day Care Traininr. rrogram :u_ld 1. Restricted by: Johnson Co. Board of Social ,Yelfare 2. Source of fund: Child Care Financial Assistance Grant 3. Purpose for which restricted: To develov & begin a training nrnaraa fnr family day care providers in Johnson County. 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: 5. Date when restriction became effective: Has not, hPPn swPr(iPd bPt_ Tf n_rQ receives the grant, effective date will be ca. 2/85 6. Date when restriction expires: N/A* i 7. Current balance of this fund: gn B. Name of Restricted Fund i 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: r 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: I C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 145 a3a� Agency: Conditions of Association 4 -Cs AGENCY HISTORY 4 -Cs began in Johnson Co. in 1972, when the League of Women Voters and eleven civic organizations met "to consider the needs of the children in this community and to organize and work toward meeting these needs." 4 -Cs became United Way agency in 1975. Child Care Information and Referral has always been the most important program. The Child Care Directory has been updated annually since 1974, with a distribution of 4000 copies per year. Telephone I s R service has been available since 1975. In 1983 4 -Cs received 836 I s R calls; the estimate for _1984 is 1108 I a R calls. A consumer education program began in 1982. Child Development Education has been a program since 1975. For the past 3 1/2 years, 4 -Cs and the Iowa City Public Library have cooperated to offer monthly parenting and child care workshops at the library. Plans for 1985 include the development of a family day care provider training program. Family day care providers do an estimated 75-801 of all child care, but generally lack training and support services, which 4 -Cs believes are vital to providing good quality child care. Since 1979, 4 -Cs has been the local sponsor for the federally -funded Child Care Food Program, providing reimbursements and nutrition education to day care home providers. Child Advocacy has always been a goal for 4 -Cs, and past efforts have included involvement with the now -defunct JC Area Council on Child Abuse and Neglect, to develop a speakers' bureau (now considered part of I a R program), and to stimulate child abuse prevention programs. Current advocacy efforts are being directed toward the development of an emergency child care program, thanks to start-up funds donated by the First Christian Church in 1984. In 1982 6 1983, 4 -Cs worked with JCCOG and the J.C. Health Dept. to develop local regulations requiring annual Health Dept. inspections of all licensed day care centers and preschools. Other Iowa counties are considering adopting Johnson County's precedent -setting regulations. In 1984, 4 -Cs received a Community Cultural Grant from the Iowa Dept. for Planning and Programming to offer child care centers, preschools, and day care _.comes a series of cultural programs, "Fine Arts and Folk Arts for Young Children." Since 1981, 4 -Cs has coordinated events to celebrate "The Week of the Young Child", and each September since 1982, 4 -Cs and ICPL have offered a Resources and Activities Fair for parents of young children. 146 a ✓170 4 -Cs . r-; ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose 4 -Cs exists to focus on and respond to the needs of young children (age birth to 6+ years), their parents, and the professionals who provide child care for them. B. Programs S Brief Description Child Care Information and Referral (Directory; Telephone Service; onsumer n uca ion).. Child Development Education (Workshops; Family Day Care Training; Informntienal Educational ograms for Child Care Professionals). Child Care Food Program (Nutrition Education; �i�,h sements). Emergency Child Care Information; Training; Subsidies) e. Te l us what you-mud-funding—ror. Salary and benefits for our Coordinator, for agency administration and coordination of all programs except Child Care Food Program,and operating costs for same. Health insurance for Child Care Food Program Administrator.. Rent ,& utilities for an office, whicih.we plan to occupy 7-1-85. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes Y No a) If "yes", under what circumstances 1984 Fine Arts and Folk Arts program provided artists & performers at a cost of 52.25/hour per center or da care home. Family Day Care training will cost each provider 510/course. All other services are free of charge, but we encourage people to contribute to pay for the Child Care directory. _ BT- Are they flat X sliding ? c) Please discuss your agency's fundraising efforts, if applicable 8e have conducted an annual membership drive since 1981 and raise 5800-$1000 annually. In 1984 we held a 'Valk-A-Thon and raised $840. In 1984 we participated in Hospice Striders Marathon, and plan to do so again. In 1984 we began asking for contributions to pay for the Child Care Directory, and have received more than $200 so far. 147 a3�� 4 -Cs F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 4811 b) Unduplicated count 1429 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 3g98 b) Unduplicated count 1155 3. How many units of service did your agency provide to Johnson County residents last year? 4831 4. Please define your unit of service Programs 1 & 6: one telephone call or one personal contact.. Programs 2 & 5: one person attending a child development or other program. Program 3: one child �ppor one adult participating in Child S. In what ways are yoouoprann�namforrthoe neeos i population in the next 5 years? Your service Our service population continues to grow, and so do needs for our services. We plan to expand our hours, especially to take calls for information, and we plan to coordinate hard -to -find child care, such asr part-time, temporary, emergency, before and after school, infant,, odd ou To promote foo etzglit cge we pilar to offler tiaining b): $it'ase comment o any other �ro els or- ac ors re evan to your agency's programs, funding or service delivery. Programa. We desperately need to have an office, accessible to the public, and open 8a.m.-5P.m. We also must have a full-time Coordinator (the Coordinator acts as agency administrator and program coordinator and is currently paid to work half-time). We want to begin charging clients for some of our services (training programs, materials borrowing privileges, child care referrals), but cannot accomplish this until and unless we have a real office and full-time staff.. 148 :?3 a 9 4—Cs e_i 7. List complaints about your services that you are aware of. Our telephone information & referral service is staffed only part—time: (Monday—Friday mornings). As a result, in 1983, 504 calls were received on our answering machine. In 1984, the estimate is 720calls.. A small fraction of these callers left messages, although several callers called. beck gur onseae1jogrs_strhesome to need information and not be: oy have waiting list ov you had to turn people away able to for lack of ability to serve them? What measures do you feel get it can be taken to resolve this problem? N/A immediatel How many people ate currently on your waiting list? 9. In what wayare N/A your agency's services publicized? Daily classified ad in the Iowa City Press Citizen and the Daily Iowan. Posters on city buses and cambuses.. Announcements in newspapers and on radio for special events, workshops, and meetings. Meeting and workshop schedules, and special events flyers mailed to ca. 350 individuals, centers, and agencies. Child Care directory: 4000 copies are distributed annually. Word of mouth. Telephone directory listings in yellow pages and Community Services Numbers section,. as well as business section. Special public events, such as 'leek of the Young Child and -Activities Fair for parents and young children. 149 a3a1f Agency Goals Form 150 a3.�o/ child Carel Year: 1985 Agency Name: " r ( o m n Sergi rL.it Inform'}on and Referral about iate deducation rabout nlocal Goal: To provie fee, day care to anyone in Johnson servicesdandr consumer County. Objective A: ion nd oper tweek areferral to an estimated service,approximatelyp40nhours information about local child care 2000 people seeking services and resources. from 20 hours 40 1' Increhours eek ooffice scheduling Tasks: volunteersetowcover hoursase per weekoffice when coordinator is out. daily supervision and periodic training to 2. Provide office volunteers. and 3. Advertise service daily in local newspapers, ts. as needed via flyers, posters, 4. Update child care information regularly .through maintain contacts with local child care professionals; and available as lists of daycare openings people substitute caregivers; develop a update lists Of P peopleable to provide short-term, temporary, odd hours child care. time, occasional, and S. Provide printed information (e.g. contracts, child home emergency release forms),to day care providers as requested. 6. Maintain and u1date information on community resources and refer people, Objective B: In 1985, publish and distribute 4000 copies updated county Directory of child care services. Tasks: ild c- a 7ohnson 11. Gaga eedit updated information from each licensed in Johnson Countneeded child care center and preschool 2. Using existing format, revise Directory copy as and submit to publisher. list 3. andtinbresponsecto requestsexistinreceiveddistributithroughout the year. Objective C: "ChildSCare: ito Look Forld care s, and What umer atooLookoOutmFor," What to an estimated 500 people. and via letters to local Tasks: 1. Publicize in Directory, and service clubs. employers 2. Provide consumer education informally as requested contacts for child in routine telephone and personal care information. 3, Provide formal program upon request. icles on art 4. Write or assist in writing local newspaper child care consumer issues. 150 a3.�o/ ded to Accomolich Program Tasks 1. One full-time paid staff person (4 -Cs Coordinator). 2. Five to ten volunteers. 3. One phone line. 4. Supplies for information and referral maintenance and update. 5. Office space and utilities. 6. Typesetting and printing of 4000 copies Child Care Directory. 7. Professional liability insurance. 8. Telephone answering machine for evenings and weekends. cost of _Program $8,044 in 1985 151 a3aOF ChildDevelopment Goal: To offer Education Program educational programs and services on aspects of early childhood development and child care to benefit parents and child care professionals in Johnson County. Objective A: In 1985, provide 8-9 Child/Family Resource Center Workshops to an estimated 200-300 individuals at the Iowa City Public Library. Tasks: 1. Engage 4-6 volunteers to plan and coordinate workshops. 2. Cooperate with staff of Iowa City Public Library to organize and publicize workshops. 3. Maintain workshop attendance records. 4. Videotape workshops for live cable broadcast on channel 20 and for addition of videotape to ICPL's permanent collection. 5. Receive and review requests for future workshop topics. 6. Develop program topics and engage volunteer resource people to conduct 1985-86 series of workshops. 7. Mail workshop schedules to approximately 350 people and/or agencies. Objective B: Coordinate 9 monthly educational/informational programs at 4 -Cs general meetings. Tasks: 1. Request program topics, and designate volunteers to act as facilitators. 2. Arrange meeting sites and dates. 3. Publicize meetings with newspaper announcements and a mailed meeting schedule to approximately 350 individuals and/or agencies. Objective C: Develop a family day care provider training program and begin offering the course twice a year, to an estimated 40-50 providers per year. Tasks: 1. Form a steering committee of 4 -Cs staff and 4-6 volunteers to oversee the development of the program. 2. Arrange for steering committee members to visit the Polk County Child Care Resource Center, which offers a model for this proposed training program. 3. Outline curriculum for a 10-12 session training program. 3. Cooperate with University of Iowa College of Education to develop curriculum and guidelines for obtaining continuing education units and a "Certificate" for providers who successfully complete the course. 4. Engage 10-12 individuals with specialization in particular areas to plan and teach segments of the course. 5. Schedule the training program and publicize its availability via flyers, word of mouth, and local media. 6. Enroll providers and conduct training program beginning in fall, 1985. 7. Obtain feedback from providers, modify course as needed, and recruit trained providers to help teach segments of future classes. 152 I_. vnennrrCc hCCdCd t0 AGCOm/li■h 1. One full-time paid staff person (same pecson as in Child Care r Information and Referral Service): 4 -Cs Coordinator. 2. Approximately 14-18 volunteers. 3. Printing aPtschedulesoandhcurriculumschedules, materials9s schedules, training program 4. Phone line (same as in Child Care Information and Referral Service). 5. Transportation to visit Polk County Resource Center in Des Moines. 6. Donated space to hold workshops, meetings, and training programs. 7. Donated videotapes and use of videotaping equipment. $4,5 ChL1 Gare Food Program Goal: To ensure good nutrition is provided to children in day care homes and to develop good eating habits. Objective A: In 1985, to provide nutrition education to 40-50 day care their homes providers in Johnson County and to monitor adherence to program nutritional and record-keeping Tasks: requirements. 1. Conduct home visits 3-4 times per year to each of the Providers enrolled in the program. 2. Receive, evaluate, and provide feedback on menus submitted weekly by each provider. 3. Provide four educational workshops for enrolled providers per year, and ensure attendance at one or more workshops by each enrolled provider per year. requirement information 4. Provide nutrition and program • in a monthly newsletter. S. Respond to requests by enrolled providers for additional information or guidance. 6. Publicize program and enroll new providers in program upon request. Objective B: In to 40-50 enrolled 85, tproviders care9home formmealsmandasnacks served to their Tasks: day care children.. 1. Receive and process weekly meal records and requests for reimbursements. 2. Write and mail checks to reimburse providers. 3. Maintain contact with funding agent, Iowa Department of'Public Instruction, Child Nutrition Division. 4. Maintain financial records for the program. n a NaoAnd to Accomo�iah Program Tasks 1. Two part-time paid staff persona, the Child Administrator and the CCFP Assistant. 2. One phone line. 3. One telephone answering machine. 4. Office space. S. Office supplies, printing, and postage for newsletters, and reimbursements. 6. Mileage reimbursement for staff persons. $100,095 in 1985 154 Care Food Program (CCFP) program records, a3a� Goal: To coordinate information about individuals and centers capable of providing short-term child care to families in time of crisis or emergency, and to subsidize emergency child care for approximately 20 low to moderate income families who need it. Objective A: Develop a corps of approximately 10-20 child care providers and individuals who are willing and trained to provide short-term emergency child care. Tasks: 1. Recruit and screen individuals interested in providing emergency care. 2. Provide a training program for new emergency caregivers several times a year. 3. Maintain contact with caregivers during operation of program to obtain feedback, modify program, and update list of current caregivers. Objective B: In 1985, publicize program's existence, and distribute updated information on a monthly basis.' Tasks: 1. Compile and distribute list of current emergency caregivers to approximately 20-25 local agencies and offices which might need such information for their cliental update list monthly. 2. Advertise availability of the program to the public using local newsmedia and posters on buses. Objective C: Subsidize emergency child care for low to moderate income families who cannot afford it. Tasks: 1. Establish eligibility guidelines and inform cooperating agencies and offices of guidelines. 2. Provide subsidies directly to emergency caregivers. 3. Maintain subsidy records to determine future needs and program limitations. Resources Needed to Accomplish Program Tasks 1. One full-time paid staff person (same person as in Child Care Information and Referral Service): 4 -Cs Coordinator. 2. 4-6 volunteers on steering committee. 3. 1-2 volunteers emergency child care trainers. 4. 10-20 local individuals trained as emergency child caregivers. S. One phone line. 6. Printing, postage, and office supplies for publicity, monthly list update, and training materials. S. Donated space for training programs. Coat of Ptocram $1,261 in 1985 155 .2,3"79 \i y UNITED WAY OF JOHNSON COUNTY DIRECTOR: Don W. Naniccia AGENCY NAME: HAcAp CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: P.O. Box 789, CR, 52406 HUMAN SERVICE AGENCY BUDGET FORM PHONE: (319) 366-7631 ISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY, Gear kp ease circle year your agency uses) APPROVED BY BOARD authorized signature COVER PAGE on oct25 1984 . date V Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Head Start: Provides developmental programming for three through school-age children of limited -income families; services include support for the families, pre-school educational activities, health/ nutrition screening and follow-up services. Part -day --two classes, 2 days/week, 9 mos../year; Full-day, HS Center -based --one class, 5 days/week, 12 mos./year; Full-day, Home-based Day Care --10 care homes serving 30'children; Kids' Club --summer program serving 16 children. (Actual program mix will be•a function of the facility located in the Iowa City area). f Local Funding Summary: CALENDAR 1I PROPOSED 1985 ••, 1983 1/1/843/31/84 4/1/843/31/85 (4/1/83/31/86) 4,277-1 United Way of Johnson County Seo $4,857* $ 15 , 322* 2 000 $19i179 FISCAL FY 84 FY 85 FY 86 I Johnson County I S 4,175•• I $ 4,175•` I $ 4,554 • I City of Coralville I S -0- I s -o- I S -0- FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ N/A $ N/A S N/A $ N/A *Figures include both HS/Day Care- and the Neighborhood Center; FY86 request for HS/Day Care, only. "Funding for the Neighborhood Center only; FY86 request for HS/Day Care, only. Previous years' requests made separately to the local funding bodies. . 156 a 3.� If AGENCY: xACAP BUDGET SUMMARY ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) 151,067 203,397 a. Carryover Balance (Cash from 3) b. Income (Cash)p. %:156 545 r .r 203;397 a 238i9i9: 3n>: 2. TOTAL EXPENDITURES (Total a + b) 151,067 203,397 238,919 a. Administration F z r " sA�,: b. Program Total (List programs below) gy Bead Start Part -da '~ 34 4179 x4 •.54 X787 s : ?4 +-57 262.• Full -da Center -based `°t 8T'607 bt•� Full -da Nome -based Kids' Club sulmner' 10'560=:shi; ±F.:� 9 3 74":ri : Jr.w'S1a� rT 4y',.k.+,•'s:2tS..:.wwx.v-.' '.Y.�F� v ..Y:i / yr SA'+'".rT .Tt `.r�T ci ,✓�,.� 9rav Y.- _..x'vh�^; +•t �r �",�Rl`:^rMry fx J;+`,x3+1z"i�:f .:;"G •L� ', 3v 77"i✓' 'Y ,.♦ it t ...•� M T'x4,' 3. ENDING BALANCE (Subtract 1 - 2) -0- -o- -0- 4. IN-KIND SUPPORT (total from Page 5) 25,100 25,300 25,800 S. NON-CASH ASSETS -0- -0- .0 - Notes and Comments: Accurate comparisons cannot be made between next year's budget and the previous years' budgets, because next year's final projections will be a function of what facility and program mix can be put into place. As noted in the narrative, there are several options, and they could vary drastically from HACAP's Children's Services offerings of earlier years. . yI , `ICY: HACAP INCOME DETAIL Notes and comments: See Notes, page 2. 158 d 3.?g ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEA PROJECTED NEXT YE 1. Local funding sources(List below) 16,300 16,640 26,010 a. Johnson Cry. United way i 16,300^16 64 19 t A _f �. ♦ b. Johnson County ;'x"�0'it 0 2 277' t roc C. city of Iowa City -tl-' 0 % 4 554 d. e. f. 2. State,Federal, Foundations (List) 119 344 180,517 203,999 7 7 -. ....... ;..,e. tr ~86 762 '. 144 869 X57 262 '87 We a. De t. of Health & Human Ser. `•32 582 ' '. 45 045 b. Dept. of Human Services K,"4Rj.. +S" eati yw t j y xw C. 0££. of Plan. & Pro rammin-''� d. 3. Contributions/Donations _ _ _ _ -o- -o- -o- ' 4. Special events(List below) oo 0 y �.lj. Y =A a. b. C. S. Net sales -services 20,643 6,240 8,910 -0- -0- 6. Net sales -materials -o= -0- -o- .;.0.- o-7. 7.Interest income 308 - - -o- - - 8. Other(List below,incloding mist.) -0- -o- -o- -o- - a.b. C. TOTAL INCOME (Show also on page 2, 238,919 57,262 87,607 line lb) 156,595 203,397 Notes and comments: See Notes, page 2. 158 d 3.?g EX 1 2 3 4 5 6 7 8 9 10. 11. 12, 13. 4. 5 6 7 8. 9. 0. 21 22 3 11 EXPENDITURE DETAIL (Conti:,,dd) ' AGEIICY: PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROG''1 8 1. Salaries 14,155 5,912 2. Employee benefits b taxes 3 199 2.118 3. Staff development -0- 4. Professional consultation _o- -0- 5. Publications/Subscriptions -0- 6. Dues 6 Memberships 7. Rent -0- 750 8. Utilities -0- 300 9. Telephone 168 -0- 10. Office supplies E postage 150 -o- 11. Equipment purchase d rental 12. Equipment/Office maintenance -0� 50 13. Printing b public ityr 201' so 14. Local transportation 1 461 -0- 15. Insurance 100 -0- 16. Other (specify):lndirect Cos 1,621 769 17. Food service -0- 200 19. CWEP labor - -0- 50 19. Contract trans.: -0- -0- 20. Medical/dental : 300 -0- TOTAL EXPENSES (Show also on page 2,line 2 83,490 10-156-0 Nates and comments: continuation 21. Parent activities/education: 175 -0- 22. Educational supplies: 1,000 161 23. Reimb. to Mone Providers: 60,960 -0- F r� c ;� 5 0 AGENCY: PACAP BENEFIT DETAIL ACTUAL THIS YEAR BUDGETED TAXES AND PERSONNEL BENEFITS LAST YEAR PROJECTED NEXT YEAR (List Rates for Next Year) TOTAL 19,016 27,251 23 08a FICA % x S A x S Unemployment Comp. Worker's Comp. A x S % x S $ per mo.: indiv. Retirement Health Ins. t per mo.: family Disability In % x S $ per month Direct Life ?ns. Other* 23.3 X Salaries nqA X S If all staff not covered with certain Benefits, please note in Comment Section. **Sick Leave Policy: Maximum Accrual hours days per year for years_ Lo _— days per year for year` to ..Vacation Policy: Maximum Accrual hours days per year for years to days per year for year _ to _ Holidays: 7 days per year. Months of Operation During Year: lz Hours of Service: eam to Spm Mon. thru Fri. RANGE OF OTHER DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum Related to Supplemental Request Health Insurance _ S_JMon. 12 24 for Salary Adjustment: Disability Ins. $ /Mon. I I _ Life Insurance S_/Mon. 1 15 County $ Dental Ins. _ $=Mon. 24 United Way S Vacation Days _ Days Other S Holidays _ Days' Sick Leave _ Days L POINT TOTAL N/A 395_ *sea attached Personnel Nage and Benefits. Different rates were used in previous years. -*See attached Paid Release Policy, 163 a3�� Conditions of Association Agency: 11awkeye Area Community action Program AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The.Hawkeye Area Community Action Program, Inc., was first incorporated in 1965 as the Linn Economic Action Program (LEAP), under provisions of the Ecocomic Opportunity Act of 1964. The mission of the agency has been and remains: To promote economic and emotional self-sufficiency among low-income residents of our communities. In 1968, the organization was reincorporated as the Hawkeye Area Community Action Program with the addition of Johnson and Jones Counties; Benton and Iowa Counties were added in 1974, and Washington County was included in 1981. The agency, then; has been providing anti -poverty programmatic services for low-income persons in Iowa City and Johnson County over the past fif- teen years. To carry out its mission, the agency administers various public and pri- vate grants, subgrants and contracts which emphasize upward mobility pro- gramming. The agency coordinates a six -county, multi-level, multi-purpose service delivery system of twenty-six programs, with a combined budget of approximately 7 million dollars annually, through a decentralized system of thirteen local service centers: five in Linn County, three in Iowa Coun- ty, two in Jones County and cne each in the remaining three counties which comprise HACAP's catchment area. Each county has a locally elected County Advisory Board (as well as vari- ous other program advisory groups) made up of representatives of the poor, governmental officials and representatives from the private sector. In turn, these bodies elect representatives to the governing board of HACAP, maintaining the same tri -partite structure, which makes all corporate policy. 164 . ow p ACCOUNTAEILITY QUESTIONAIRE A. Agency Purpose : To promote economic and emotional strength among low- income residents of our communities, and assist them in becoming self- sufficient. B. Programs S Brief Description Community services/outreach: Identify causes and extent of poverty in our area, and mobilize all available resources to meet low-income per- sons' needs. Head Start Day Care: provides part -day, full-day, center - based, home-based, summer Head Start and developmental day care. C. Tell us what you need funding for. No funding is requested for community outreach and intake services, pre- viously provided at the HACAP Local Service Center. Funding is only requested for continuation of HACAP's Head Start/Day Care services in Iowa City and Johnson County. D. Management 1. Does each professional staff person have a written job description? Yes x No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes x No a) If "yes", under what circumstances A fee schedule is used in the Day Care Prooram, based on gross family income; United way funds are used to cover the difference • between what the family can pay and the agency's costs. b) Are they flat sliding x ? c) Please discuss your agency's fundraising efforts, if applicable N/A 165 a3�� F. Program/Services 1. Now many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 31,085 b) Unduplicated count 6,132 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 20,729 b) Unduplicated count 4.088 3. How many units of service did your agency provide to Johnson County residents last year? 53,679 4. Please define your unit of service Number of households receiving services; client hours worked; number of homes weatherized; Dislocated workers identified and served; Head Start: number of children enrolled, rides and meals purchased; number of client contacts. 5. In what ways are you planning for the needs of your service population in the next 5 years? The HACAP-Board of Directors has passed on a long-range, Local service Center development plan to provide services to low-income elderly, child- ren and families in its six -county area over the coming fifteen years. The agency is in phase one of that plan. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Due to the lack of adequate £acilitiQs to house the agency's combined services to children and families in the Iowa City area, HACAP proposes to procede as follows: I. The agency's Neighborhood Center, located on South Gilbert, will be closed on June 30, 1984, and HACAP's energy, emergency food and em- ployment activities will be carried out on detached -office basis after that date. Services to children and their families will be provided according one of several options, depending upon the availability of a suitable facility. II. Delivery of services previously coordinated at the Neighborhood Center will be provided in the following manner: A. Employment programming --County work Exocrtence Program, Com - munity Work Experience Program, Dislocated Worker Program, the Summer Youth Experience and Training Prjgram, and Com- munity Outreach: These programs will be locally staffed in Iowa City, with supervision from the HACAP Central Office. Local housing and telephone'access will be negotiated with one of the following organizations, in priority order: (1) Iowa City JTPA Office, (2) Johnson County General Assistance Office, (3) One of the local employment service program offices. Employment 'staff will assist with local case loads, and take applications for -Energy Assistance, Weatherization Assistance, as well as local commodity and supplemental food distribution. B. Services for the Elderly: Energy Assistance intake, Weatherization Assistance intake, and Commodity/Supplemental Foods for the elderly will be as- signed to one existing HACAP service worker who will be work- ing exclusively with the elderly. This person will be.housed at the Elderly Services building in Iowa City, if donated space and telephone agreements can be negotiated with the City of Iowa City. An agreement with the Elderly Services C1 Agency would be negotiated for local supervision and coordina- tion. C. Service for families in Children's Services Programs: Energy Assistance, Weatherization Assistance and Ccmmodity/ Supplemental Food access for families with children. enrolled ir. Children's Services Programs in Johnson Counry will he provided by the program's Family Worker. D. Access to Energy Assistance, Weatherization Assistance and Commodity/Supplemental Foods for rural and non -elderly house- holds: (1) Northeastern Johnson County will be served from HACAP's Lisbon Service Center. (2) Western Johnson County will be served from the agency's Williamsburg Service Center. (3) Monthly Commodity/Supplemental Food distribution for non - elderly clients will be coordinated by Central Office personnel. (4) The agency will maintain a seasonal, November 1 to Naroh 31, Energy Assistance intake office in Iowa City, pre- ferably at the General Assistance Offica. 167 E. No local financial support will be requested for these services in the joint hearing process for FY85/86. In- kind space and telephone needs will be negotiated for directly with appropriate local organizations and agen- cies. Community Work Experience. Program contracts will be independently negotiated with the County. III. Head Start and Child Care Services for Johnson County will be provided under one of the following options depending on a solution to the space problem. HACAP is currently providing services for 90 children and their families, in terms of daily slots (actual enrollment is actually higher to allow for at- tendence and programming variations). Programmatic groupings are as follows: A. Part -day Head Start --Two classes of 15 children/2 days per week/9 months a year; B. Full-day Developmental Day Care --Three classes of 15-20 children/5 days per week/12 months a year. Sponsorship: Head Start --27, Title XX --15, Sliding Fee --B. C. Kids' Club, Sumner Day Care --One class of 15 children/5 days per week/3 months a year. Sponsorship: Title XX --S, Sliding Fee --10. Option 01--A suitable location can be found to continue the existing program; Option N2 --A building can be found to house 40 children, plus office space for Home-based staff. The new mix would become: (1) Part -day Head Start --Two classes of 15-20 children, 9 months/year; (2) Full-day, Center -based Head Start --One class of 20 children, 12 months/year: (3) Full-day, Home-based Developmental Day Care, attached to a center -based program --Ten day care homes serving 30 children (supervised and supported by the Center, servis4 20 child- ren); (4) Kids' Club Program for 16 children, located in Day Care Center. 168 A 3�� 7. List complaints about your services that you are aware of. Inadequate space for Head'Start/Day Care and Community outreach Program; Not enough available slots for additional Head Start/Dal' Care children. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What tme a dies do you feel eel can be taken to resolve this problem? and obtain increased funding. How many people are currently on your waiting list? 65 children are on the waiting list for Head Start/Day Care. 9. In what way are your agency's services publicized? Agency brochures and slide presentationublic publicized in .•.11 news media. Articles and programmatic informa-ion p 169 �3aF AGENCY GOAL FORM The agency's goal for the coming fiscal year is to assure the main- tenance of its services for disadvantaged elderly, handicapped,, chil- dren and families of Johnson County. Because of inadequate physical facilities from which to conduct those services, the agency is approaching a time when its services might have to be substantively altered or reduced. To rectify the situation, HACAP is presently working with a committee of Johnson County citizens from the public, private and low-income sectors of the community; and, proposes to address the problem as outlined in F, Program/Services, of the ACCOUNTABILITY QUESTIONNAIRE, number 6. Please see pages 2, 2a and 2b of that section of this ap- plication. Depending upon which option can be undertaken by HACAP in FY86, the agency will develop and submit an appropriate implementation plan to achieve its goal, as stated above. 170 43-�P HANKEYE AREA COMMUNITY ACTION PROGRAM INC. PERSONNEL 434.1 (This policy/procedure nullifies all Date Effective former policies/procedures on this topic) Date Revised POLICY - PAID RELEASE TIME 1 Paid release time may be used by employees on leave. 2 •3 Paid release time is a benefit to employees which pays them at their cur - 4 rent hourly rate while on leave. There are three types of paid release: 5 vested, holiday, and special for bereavements, court duty and military 6 duty. 7 8 Vested paid release will be accrued at a rate to be determined annually 9 during review of,tiie Rage and Benefits Package by all permanent staff 10 working more thaeL2l9 houis per week. Vested paid release in excess of an it amount determined by the Executive Director will be paid to eoployees the 12 last week in December. in addition, all vested paid release will be- paid 13 to an employee separating from the Agency. 14 15 Holiday paid release will be paid in proportion to the total number of 16 scheduled hours an employee works each week. 17 18 Bereavement paid release will be paid to all employees except intermittents 19 for following number of days: 20 21 1. Up to three days on the death of a spouse, parent, child, brother, 22 or sister. 23 2. One day on the death of a grandchild, grandparent, aunt, uncle, mother - 24 in-law, father -in -lav, daughter -in -lav, sister-in-law, or aunt, uncle 25 or grandparent of spouse of employee. 26 27 Paid release for employees subpoenaed to serve on a jury or act as a 28 witness (except in any case where the employee is a party to the 29 action) will be paid upon condition that any remuneration for service be 30 paid to the Agency. 31 32 Paid•release for permanent employees required to serve in the military will 33 be paid up to a maximum of 30 days per year at the rate of difference 34 between military pay received and the employees authorized rate of com- 35 pensation. 36 37 38 39 40 41 42 43 44 45 46 47 48 49 171 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 HAWKEYE AREA COMUNITY ACTION PROGRAM INC. PERSONNEL 435.1 (This policy/procedure nullifies all Date Effective former policies/procedures on this topic) Date Revised POLICY — PERSONNEL WAGE AND BENEFITS PACK.4GF. A formal Personnel Wage and Benefits package stating wage structure and benefits for personnel shall be approved by the Board of Directors of the Hawkeye Area Community Action Program Inc. during the annual planning cycle. The Personnel Wage and Benefits statement will address Wage Implementation Schedule, the insurance package (Health, Disability Income, Life, Retirement System, Unemployment, Worker's Compensation,), employee eligibility, employee contribution levels, accrual rates of paid rebase, and number of annual holidays. The effective date of any change in the Wage Implementation schedule will be the first pay period in January. The effective date of any benefit change will generally be the..first day of the new fiscal year (October 1). 172 FY B HACAP s''LaLOYEE BE:i E. ITS SUI•^'.i.RY PAID RELEASE: VESTED All permanent employees -who have successfully completed probation (not less than nor more than 9 months following acceptable evel::ation and reco_e.ndation for :ermanent status) earn .0923 hour for every hour raid. This is vested to the employee and is accrued every pay Deriod. ?aid release time •:ill be paid at an einployee's current rate when it is used: . Fulitime (40 hrs./wk.) employees earn approximately 192 hours, parttime ,30 hrs./wk earn 144 hours, parttime (20 hrs./wk) earn 96 hours, etc., or the equivalent of 24 working days. HOLIDAY (Substitutes) w._1 be paid 7 days of ':cL'day Ail employees except intermittents ubstitutes, • release scheduled when the Agency is closed (1Fcw Year's %^.y, memorial Day, Independence Day, Libor Day, Thanksgiving Day, Friday fcl'_owiag Taanksgivtng Day, and Christmas). Holidays are —1 -id on a pro rata Iasis in pro?or"on to the hours scheduled to work. For example, fulltime 00 hours/week) are pidhours on holidays, parttime (30 hours/week.) 6 hours on holidays, Parttime (- ahours/week) are paid 4 hours on holidays, etc. BEREAMMEL'T ( I All employees (except intermittents) will be paid special release for 3 days on the death of an immediate family member and 1 day on the death of an extended family member. Bereavement leave is paid on a pro rata basis in proportion to the hours scheduled to work per week as Day period. COURT DUTY All employees (except intermittents) will be paid special release for time spent serving on a Jury or acting as a witness (except in any case where thy: employee is a party to the action). The employee must reimburse HACAP any rem•_rneration received for service. 1•fILITERY DUTY All permanent employees required to serve in the military will be paid up to a maximum of 30 Says special release per year at the rate of difference between military pay received and the employee's authorized rate of compensation, FRINGE °pi•EFITS Besides Workers Compencation, Unemployment Compensation, and Social Security which . are paid for all employees, HACAP provides the following: Disabilitv Income Inscrar.ce (::r cost to er..niovee): All permanent and prcbatit•nar;• empicyeep w rY.'nr more than 30 *.turr per week are � provided with Disat:_..,, Income Insurance v::iz?: Payr 63 percent Cr.,:- s alary 173 on the first day off due to accident and fourth day due ton additional al $ insurance carries a $5,000 death be.....efit rider as well as an edditionel :5,000 accidental death and dismemberment benefit. Heath Insurance (7nDlovee contribution based on ern] cc ,e sta_us •r th fullt ir.. All employees (except intermittents) have option of enrolling in Health Insurance which provides medical, hospital, dental, and prescription drug ecverage. Retirement: All permanent employees working more than 20 hours per week may participate in an annuity program in which HACAP matches up to 3.6% of salary. If an employee vol- untarily terminates his/her retirement contract, the employee may not re -enroll until the second enrollment period following termination. Approved by the HACAP Board of Directors on April 24, 1983. 174 a3-zIf UNITED WAY OF JOHNSON COUNTY DIRECTOR: Ann Riley AGENCY NAME: _Handicare r CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1918 12L^ Ave. Ceralville HUMAN SERVICE AGENCY BUDGET FORM PHONE: 354-7641 FISCAL YEAR 1986 LLALENDAR YEA— R COMPLETED BY: n� attey (Please circle year your agency uses) APPROVED BY BOARD: ' r.., /)1', tv authorized signature COVER PAGE on + Sa ate Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1) Daycare/Preschool - Handicare is licensed as a daycare which offers special- ized services to handicapped children, as well as preschool activities for non -handicapped children. Individual and small group activities are offered to assist the children in developing the readiness skills needed for develop- mental progression. The children alternate between teacher -directed and child -directed activities throughout the day. 2) Early Intervention Program - Handicare's early intervention and day respite program is open to any handicapped child. We offer flexible scheduling to meet the individual needs of children and families. Coordination is main- tained with community agencies in developing educational goals and providing occupational and physical therapy regimes to promote the child's develop- mental progression. Programs one and two operate together as one entity. The group activities match children according to their developmental levels as well as chronological age. Individualized activities are selected an the basis of the child's goals and needs. Local Funding Summary: CALENDAR YEARS PROPOSED 1985 FL5DAL FY 84 FY 85 FY 86 City of Iowa City 1 $ NA I S NA 1 $ 3.000 1 Johnson $ 3.nnn 1 $ City of Coralville 1 $ NA $ NA $ 95n FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 1,500 $ $ $ 1,500 175 a3�P 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County $ NA 1 $ 761 1 $ 10,400 FL5DAL FY 84 FY 85 FY 86 City of Iowa City 1 $ NA I S NA 1 $ 3.000 1 Johnson $ 3.nnn 1 $ City of Coralville 1 $ NA $ NA $ 95n FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 1,500 $ $ $ 1,500 175 a3�P AGENCY: Handicare 1985 BUDGET SUMMARY 176 ACTUAL THIS YEAR BUDGETED LAST YEAR PROJECTED NEXT YEAR 1 TOTAL OPERATING BUDGET (Total a + b) 37,556 75,140 152,487 a. Carryover Balance (Cash from 3) 1,347; 2,255 b. Income (Cash)36 159 72 B85 152 Sbf3 s 2. TOTAL EXPENDITURES (Total a + b) 35,301 75,213 152,050 a. Administration b. Program Total (List programs below) ,V�isAs4 1) Preschool/Daycare �et Fnrh-, Tntgryontinn V 11%, AM, 6, E� 4G , M , 1aka 001_1;�RMMM 00,11NMERE, MIN Ifiz IMEZ WIM� MARK - 4101-24, M W -: A 60 .99 3. ENDING BALANCE (Subtract 1 - 2) 2.255 (?3) 437 from 4. IN-KIND SUPPORT (Total fm Page 5) .5. NON-CASH ASSETS 2,959 H3,9459 21,900 Notes and comments: -in Year 1983 total costs reflect the director's position at 52,150 for the year, no full-time teachers and only a y. -time accountant. In Year 1984 total costs relfact the director's salary at 315,000, one full-time teacher at $10,000 and an accountant salstled at,I3,000 per year. Budget 1985 reflects additional staff needed for program expansion to 25 children and a Bus service as well as salary increases to 3 professional positions. 176 AGENCY: H„odicare 1985 INCOME DETAIL 2. State,Federal,Foundations(List) ACTUAL THIS YEAJ BUDGETED ADMIN. PROGRAM PROGRAM 4. Special events(List below) a. 4 C's Walk athon LAST YEAF PROJECTEDINEXT YE Tlrj.'CA^'F3- ymx yy 125 Af VYNit.Yi+�„ � RatI25$ 835 N�.RuY r_ ..r �nY12 1. Local funding sources(List below) 6,600 18,761 13,900 4, 8401,680 y e"�'�'+ vi 7,380 a, MH/MR Special Allocation 6(600 •.15,000 n'�''F,.c�+ar 2, ✓�� 4raa3.a.M, �eaS�d,.,. J�m b. Johnson Co. 8d. of Supervis Ts i-:"..-. - 3,000, 37 2nn z '.*•.:`: r•S,="i 6. Net sales -materials 4:890 ! c. United clay cM'�,-761 -11;900r �1'fi80}538'x1T 8. Other(List below,including misc.)[� �. d. City of Iowa City .`:.tea x^5.�;.sri` { r.,>;•= 2-.000 ..,--Lx�� ZE100'=g* b. - . S,J x C.: -vac !�� <} of rci^ J sR?✓mt'3'l3 Ri.. 4Ti Y jj a. 2. State,Federal,Foundations(List) 1,037 310 1 500 250 250 4. Special events(List below) a. 4 C's Walk athon a 250 250q 960 1� Yn . 125D Tlrj.'CA^'F3- ymx yy 125 Af VYNit.Yi+�„ � RatI25$ 835 N�.RuY r_ ..r �nY12 a.sd�y...c7*"L 6 3 fr.Er %;ar �t i .'!>�{ 4 t -:M + '-:.fh`.�+i • M.k71D v-.'Yi % Yn y e"�'�'+ vi i i �itni. f 71D C. -�`';;s'T:-tl�., n'�''F,.c�+ar 2, ✓�� 4raa3.a.M, �eaS�d,.,. J�m 5. Net sales -services * 28.522 lf•r�,...s,! 37 2nn .f�Yr^i.C'e'.7b. 34.200 75 6. Net sales -materials C. 3. Contributions/Donations 1,037 310 1 500 250 250 4. Special events(List below) a. 4 C's Walk athon a 250 250q 960 1� Yn . 125D Tlrj.'CA^'F3- ymx yy 125 Af VYNit.Yi+�„ � RatI25$ 835 N�.RuY r_ ..r �nY12 b. Hospice Marathon 6 3 fr.Er %;ar �t i .'!>�{ 4 t -:M + '-:.fh`.�+i • M.k71D v-.'Yi % Yn y e"�'�'+ vi i i �itni. f 71D C. -�`';;s'T:-tl�., n'�''F,.c�+ar 2, ✓�� 4raa3.a.M, �eaS�d,.,. „9«rs i�.'.S'tr: 5. Net sales -services * 28.522 53.475 37 2nn 27.500 34.200 75 6. Net sales -materials 7. Interest income 8. Other(List below,including misc.)[� a. Wall b. - yt� YC Y i.'JSr�" W,M1j."`T� ,l.w�nX`t'+r"a \�.•, ,fi(.t,\� ,l IfiL''"v,"'✓-ti }f ,x�+/ t y �� :NgYl t.wY / � .i.h�k�. F i _ ru'.v _' , :fir l�... TOTAL INCOME (Show also on page 2, 36,159 72,885 152,560 32,340 36,255 3,965 line lb) Notes and comments: The .-�j,000 and 5761 from Johnson County Board of Supervisors and the United way were emergency funds for 1984, *DHS, 83: $8,209; 84: $30,400; 85: $68,750 177 AXP 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 2. 3. 4. 5. 6. 7. 8. 9. 0. IN AGENCY: Handicare 1985 SALARIED POSITIONS Position Title / Last Name FTE' Director/Riley -Z(1T63-5IB4) Accountant/Carstens 1(5/84- ) :NHead Teacher/Lehman 1 .5(5/83-12/83) Teacher/Kiebel .3(1/84-6184) .75(6/84-12/84) TPReher1wi l l i ams 5(19R5) Teacher/Lake .6(1/83-10/83) Continued on next Page AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET A CHANGE 15,000 2n.nnn 33 —2,15D— 1,383 10,000 16,000 60 -- 10,000 14.000 40 1,1780- -- -- 3,300 -- -- -- RESTRICTED FUNDS (Complete detail,Forms 7 & 8) Restricted by: Restricted for: Comm. Dev, Rik Grant Pur.hnsg of n Van Rd. of nirpetnrs R,iilding Fnnr7 nnn MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers 6,500 7,300 9,000 Material Goods Space, utilities, etc. Other: (Please specify) ?-`t Notes Professional Staff Salary Increases: Position Handicare 1985 Salaried Position Director Last Year This Year Next Year % 13,000 16,000 Actual Pro .iected Budget Change Position Title/Last Name FTE Teacher/Therapist/ NYH• 1 Food Coordinator/ NYH -- -- 11,440 Bus Driver/ NYH .5 5 -- 4,160 Teachers Aide/Carmen .5(1983) 3,212 6,200 6,240 6,200 0 .75(1984) Therapist Aide/Larson .5 2,232 4,200 4,200 0 Teachers Aide/Thompson .3 2 510 __ Teachers Aide/Malmberg .5 3 397 -- -- -' Teachers Aide/Bell .2(9/84- ) __ 415 1,400 0 Teachers Aide/,liras .25(6/84- ) - 1,115 2,000 0 Teachers Aide/Shimosato .3(9/84- ) -_ 690 2,200 0 Teachers Aide/ NYH 1 Teachers Aide/ NYH -- -- 8,320 Therapist Aide/ NYH .75 -- -_ 5,500 -� .5 -_ 4,220 'NYH - Not Yet Hired, these positions will be filled when we expand to 25 children. Notes Professional Staff Salary Increases: Position Current Proposed Handicare's UW/IC Share Share Director 815,000 320,000 52,500 S2,500 Accountant 13,000 16,000 3,000 Head Teacher 10,000 14,000 4 000 r 0 180 IRBAf OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: Handicare 1985 if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Van Purchase 1. Restricted by: Community Development Block Grant 2. Source of fund: Community Development Block Grant _ 3. Purpose for which restricted:Purchase of a van to transport handicapped children. 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: 5. Date when restriction became effective: Nov-pn 1984 6. Date when restriction expires: Handicare must be moved to Iowa City by April, 1985 7. Current balance of this fund: sia�-isn ` B. Name of Restricted Fund ` 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _Yes _No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _Yes No If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 182 a3�8 Optional Budget Form: AGENCY: Handicare 1985 (Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) (For Funds Which Are Not Donor Restricted) r A. Name of Board Designated Reserve: Building Fund 1. Date of board meeting at which designation was made: October 18. 1984 2. Source of funds: rannet_♦ r.unrintinn 3. Purpose for which designated: F'nr rnngtroirtinn of n npw h hiding t„ hnii=c Handicare. 4. Are the investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: 5. Date when board designation became effective:' October 18, 1984 6. Date when board designation expires: None 7. Current balance of this fund: 35.000 B. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designatioh expires: 7. Current balance of this fund: C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: 183 �3�?� Conditions of Association Agency: Handicare AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Handicare continues to provide educational services, physical therapy and day respite services to all children regaurdless of their handicapping con- dition. The least restrictive environment provides them the opportunity to grow and develop to their maximum octentials. we have been in operation since October 1981 and have served 28 different families with handicapped children. During the past year Handicare has: 1) Stabilized its current general running costs through a puchase of service contract with the Department of Human Services in Johnson County. This contract designates our program as two separate sub- programs: a) Early interycntion for handicapped children and b) Daycare/Preschool for non -handicapped children. 2) Purchased additional therapy, educational and adapted equipment to . assist the children in their developmental progression. Our goals for fiscal 1985 are: A. To increase our program size through an intermediate expansion site for 25 children at one time. The new site will be located in Iowa City and should increase community visibility for our program. This intermediate expansion will allow us to plan and organize for a smoother transition to our new building for 50 children. It will also allow for additional time to be used in fundraising efforts to raise the total cost of the new building. The intermediate site will allow us to better meet the community's needs. B. To provide benefit packages for employees that work 3/4 -time to full-time. C. To give wage increases that will bring salaries up to standard rates for the professional staff at Handicare. These positions include: 1) Full- time Directur currently at $15,000.(The recent salary study done by the Johnson County Council on Goverments for Human Services Directors gave a range of S20,292 to :28,409 for our director's position.) 2)' Full-time Head Teacher receives 310,000 for a 12 month position compared with a teacher in the local school system receiving 514,000 for a 9 month con- tract. 3) Full-time Accountanct/Fundreiser,'whose responsibilities also include daily record processing for Handicare.(Accountants in sim- ilar nonprofit agencies receive S18,000 for a starting wage.) Goals B and C will stabilize turnover of Handicares valuable professional staff, thus assuring program quality. 184 a3.?f ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose To provide: 1) specialized day programing to meet the needs of children with multiple handicaps in a setting with non -disabled children. 2) the earliest possible intervention to enable these children to achieve their maximum potentials in society. B. Programa i Brief Description Services are provided Monday through Friday hout he ear. All pbetwen 7:3a.m.ates in structuredaand 5no0 structuredgsmall tand ylarge group activities. hildren rtici- nd activities Children with disabilities also have individualized therapy(P.T. and O.T.) sessions during the day. C. Tell us what you need fundinj for. Funding is being sought to allow Handicare to provide health benefits to its full-time and 3/4 -time employees. In addition to the benefit packages we seek financial assistance to provide will make cwage to omparables tos those u of p others professionals ional staff h in their their their area ofexpertise89 D. Management 1. Does each professional staff person have a written job description? Yes XX No 2. Is the agency Director's performance evaluated at least yearly? Yes xx No E. Finances 1. Are there fees for any of your services Yes XX No a) If 'yes', under what circumstances Fees are a flat rate for families that do not meet income or disabiliguidelines for a the DepartmentnofoHumanaServiceces Contract. act have rates set on a sliding fee scale. b) Are they flat y_ sliding yx ' C) Please discuss your agency's fundraising efforts, if agplioal�le In the past year Handicare has become a United Way agency and s elig ble to receive funds in FY85. We have been all children. We from also CD9G ao purchase a van to transport our handicapped requsut .n to the City of Coralville for equipment purchases. Handicare participated in the 4 C's Walkathan and the Hospice Marathon and approx. 31,000 was raised between the two events. Funds from Private Foundations are being sought to fund our building also have submitt dhave i50 000 Dcommitment from in req ests end plan t Gannett reque tFoundation. additional We also iBO'000 this year. 185 ? F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 28 disabled; 15 non-disabled b) Unduplicated count 23 disabled; 15 non-disabled 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count tg A{cahlad; 7 non-disabled b) Unduplicated count 14 disabled; 7 non-disabled 3. now many units of service did your agency provide to Johnson County residents last year? 3.474 4. Please define your unit of service One unit of service equals one child for a full day. 5.. In what ways are you planning for the needs of your service population in the next 5 years?We plan to increase our space to accom- modate 25 children in the next six months and by Fiscal 187 to complete a new building which will accommodate 50 children. The increased space will also allow us to expand our daily hours and assess the need for week -end day services. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Handicare needs to be able to raise the wage base for our professional staff. Excellent staff often refuse to remain with our program for more than two tears because they can receive comparable pay for 9 months of the year in a teaching position with the school system or can receive a higher salary.in a related feild. 186 a a.?,f 7. List complaints about your services that you are aware of. Same as last year an the need for extended day hours. New complaints are: current space has limited quiet areas and there are not enough spaces available for drop-in, temporary or emergency services. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? what measures do you feel can be taken to resolve this problem? Yes. Expand our building size and staff How many people are currently on your waiting list? 15 full-time and 20 part-time and receiving daily inquiries. 9. in what way are your agency's services publicized? 4 C's of Johnson County Daycare/Preschool Brochure; yellow pages and business section of phone book; Handicare's Brochure is available through many community agencies(Hospital Schools, Department of Human Services, local pediatricians, University College of Nursing, University Department of Education and Social Work and the Iowa City Public Library). 187 a3�� HANDICARE Goals and Objectives for 1985 Programs: 1. Daycare/Preschool 2. Early Intervention and day respite GOAL: To provide early intervention to disabled children, infancy through age 6, through an ongoing program of day services in an environment that is integrated with non -disabled children and provides the least restrictive alternative of care. Objective A: Handicare will coordinate its services with community agencies regaurding care plans and referrals. Tasks: 1. Brochures about Handicare's services will be sent to appropriate community agencies such as Grant Wood Area Education Agency, Hospital Schools, Family and Child Training(F.A.C.T.) Program, Department of Human Services and local pediatricians. 2. Parents enrolling children with special needs in Handicaicationrregaurdingntheirases for child's specialency neemmun- ds Objective 8: Handicare will coordinate ePand implement a handicapped child's Individualized Tasks: 1. Make appropriate referrals to community agencies for evaluations and screening. 2. Participate in staffing with appropriate agencies to draw up appropriate goals and Objectives for each child. Parents will also be involved in developing the educa- tional goal. 3. Handiare's staff - Director-Nurse,Early Childhood oTeachers and Aides - will provide daily 9o 9 assessment Child. 4. Re-evaluation and determination of progress will be ongoing. A formal progress report and evaluation will be compiled at least on an annual basis for each child. Objective C: Handicare will match handicapped children with non -handicapped children according to developmental levels for group activities. Tasks: 1. Current levels of developmental performance for all children in the program will be determined through func- tional assessment and observation. 2. Selected activities and teaching techniques will be used in daily programming as appropriate to the various devel- opmental levels in small groups of children. 3. Meals and snack times will be integrated large group activities. 4 The EarlinstructorCwillhcoordinateood Te rsmallCgroupher iactivitiesTasP T appropriate for skill development. 5. The nurse or therapist will assist in postural positioning OF the handicapped children so that they can participate as fully as possible in group activities. 188 a3�� HANOICARE ' Goals and objectives for 1985(cont'd) Tasks: 6. Learning readiness skill will be offered in both small and large groups throughout the day• will he given 7. Individualized instruction and therapy as needed to each child. g, ety of activities The daily curriculum will inc ognitive,iand communication to stimulate sensory, sk ills. Objective D: Handicare will provide transportation to handicapped children to and from the center daily. Tasks: 1. Handicapped children are eligible for the van service, free of charge. he van is to e used for 2 parents will decide ival topromotetcontinued daily conferences with orwith parents. Only on rare occasions will transportation be provided for both arrival son dismissal times. 3. The van will also be used to promote educational oppor- tunities through scalefield willtrips used tohdetermine ta rate if 4, A sliding fee Hsiblings Of a andicare wishhtodusepped the van service. also attend service. r'1 Resources needed to accom lish tasks 1` Direct T.Ninstructor, FooddCoordinator, Bus driver, 32teachersmaidescand(-{ a therapist aide. 2. Programspace and supplies. 3. Program equipment for handicapped children and regular educations materials. 4. Van for transportation. Total cost of program: $152,050 189 d 3'?'? f' UNITED WAY OF JOHNSON COUNTS' DIRECTOR: ,lease Bromsen AGENCY NAME: independent Living Inc. CITY OF IOWA CITY •JOHNSON COUNTY ADDRESS: 26 East Market St. HUMAN SERVICE AGENCY BUDGET FORM PHONE: 338-3870 ISCAL YEAR 198 = CALENDAR YEAR 1985 COMPLETED BY: Julie Holicky e circ a year your agency uses) APPROVED BY BOARD: // (7 71 011 .knTlo authorized si nature COVER PAGE on A.•'- ti ip•Y/ �/ date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Program 1 - Costs for this program cover advocacy services, education, support group meetings and client, board and advocate meetings. Local Funding Summary: CALENDAR YEARS DDnDncrn 1oac riatAL Qq FY 84 FY 85 FY 86 City of Iowa City 0 $ 0 S 0 $ 720 Johnson County 0 1 $ 0 $ 2,400 L City of Coralville 0$ 0 I$ 0 I$ 0 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 699 $ 0 $ 76 $ 331 190 a say 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County 0 $ 3,123 $ 9,996 $ 16,720 riatAL Qq FY 84 FY 85 FY 86 City of Iowa City 0 $ 0 S 0 $ 720 Johnson County 0 1 $ 0 $ 2,400 L City of Coralville 0$ 0 I$ 0 I$ 0 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 699 $ 0 $ 76 $ 331 190 a say BUD( INCOME DETAIL AGENCY: Independent Living, Inc. 2. State,Federal.Foundations(List) ACTUAL LAST YEA THIS YEAR BUDGETED PROJECTE ADMIN. PROGRAM PROGRAM 500 250 NEXT YE 0 • a* University of Iowa Hospital I. Local funding sou ces(List below) 16,007 16,976 22,108 5,402 16,706 0 a. United Way 13',1'19 13,356 17,000 '.,'250 Schools ,12j750 b. City of Iowa City 864 :=..6 a o ....... C. Johnson County 160 1,744 d. si d. United Way -Designated Funds ?488 Z e. 3. Contributions/Donations 2. State,Federal.Foundations(List) Soo 500 500 250 250 0 • a* University of Iowa Hospital b., .Y�t-rte Schools C. d. 3. Contributions/Donations 91 i50 300 0 1 300 4. Special events(List below) 412 390 600 0 600 0 a. Publisher's Contract -'n `ZPT wi b. Client Member Dues R .Fundraisin .150 - 300 • 5. Net sales -services 1 20 501 1001 0 100 0 6. Net sales -materials 0 1 01 7�5 0 7. Interest income 8. Other(List below,including misc.) n 120 n 0 0 3501 70( 0 700 0 a. Advocacy Income -Md 0.1 b. 4r� TOTAL INCOME (Show also on page 2, — line 1b) 17,150 18,416 24,308 5,652 18,656 Notes and Comments: 192 o?3.?,r AGENCY: Tndependent i.ivine. Inc. SALARIED POSITIONS Position Title / Last Name FTE* Coordinator/Bromsen .5 Coordinator/Bromsen 1.0 Asst. Coord./Schindler .25 Asst. Coord./Schindler .40 Bookkeeper/Holicky .10 Coord. (Job's Prog)/Bromsen .65(.5) Supervisors (Job s rogram)5i t.M) Enrollees (Job's Program) .65(.75) LAST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET % CHANGE 7,396 - - - - 11,894 11,894 - 92 - - - - 3,513 4,216 17% 553 549 549 - 2,380 - - - 2,926 9,740 - - - - - - RESTRICTED FUNDS (Complete detail,Forms 7 b 8 Restricted by: Restricted for: N/A N/A MATCHING GRANTS Grantor/Matched by: N/A IN-KIND SUPPORT DETAIL Services/Volunteers 9,396 2,000 2,000 - Material Goods 60 75 100 25% Space, utilities, etc. 0 0 0 - Other: (Please specify) Community Service Program Volunteers 900 1,040 1,300 20% *Fu AGENCY: Independent Living, Inc. BENEFIT DETAIL i 195 ACTUAL THIS YEAR BUDGETED TAXES AND PERSONNEL BENEFITS LAST YEAR PROJECTED NEXT YEAR (List Rates for Next Year) TOTAL 632 1,484 1,549 FICA _7 A x S 16.659 2.3 % x $ 16.659 o A x $ 0 Og x 5 0 $ 0 per mo.: oindiv. 443 1,117 1,166 Unemployment Com . 189 367 383 Worker's Comp. 0 0 0 Retirement 0 0 0 0 0 0 Health Ins. S per mo.: family Disability Ins. 0 A x $ 0 $ 0 per month 0 q x 0 A % x $ 0 0 0 Life Ins. 0 0 0 Other 0 0 0 If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 0 hours 0 days per year for years to _ 0 o days per year for year` to 0 0 Vacation Policy: Maximum Accrual 0 hours o days per year for years to _ 0 days per year for year _ to 0 0 0 Holidays: 8 days per year, g 8 8 Months of Operation During Year: 12 12 12 12 Hours of Service: Mnnday 10-5. Tuesday 10-9 Wednesday 10-8, Thursday 10-8:30, Friday 10-4 same same same RANGE OF OTHER DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Health Insurance 0 $Mon. Minimum Maximum Related to Supplemental Request Disability Ins. 0 $-a,Mon. for Salary Adjustment: Life Insurance $=Mon. County $ 7 _o_ Dental Ins. n $0,Mon. United Way $ 3T- Vacation Days �— =Days Other $ Holidays g _g_ Days Sick Leave —e— —4— Days _ POINT TOTAL 8 8 195 Conditions of Association Agency: Independent Living AGENCY HISTORY (On this page only; please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Independent Living was incorporated in January, 1979 and is currently housed in old Brick Church. Based on the ideals of its founder, Grace Rose, Independent Living was established to assist disabled individuals to become more independent and develop skills which enhance their ability to participate in the community. Initially a support group arose for the disabled to share common problems and to provide a forum for mutual support. out of this support group grew client business meetings. These weekly business meetings are client run and staffed by elected officers. The intent of these meetings is to keep members informed of current trends regarding disabilities, arrange for speakers, plan recreational activities, and plan fundraising events. To enable disabled individuals to make their own decisions concerning their service needs, an advocacy service was created. Client members have an opportunity to hire and contract with an advocate to assist them with living skills. These contract cover money management, employment skills, household management skills and locating housing. Funding was first secured in 1980 from Developmental Disabilities grant through t funding allowed Independent Living to hire Since 1981, Kirkwood Community College classes at Independent Living. These education as well as an opportunity t also available. In 1983 the Mayor's Youth Employ job coalition program through a Commu provided part-time employment for 12 disadvantaged youth. At the end of t employed. Beginning in September, 1984 Ind assistant coordinator which was funde Independent Living is nearing it County community. Throughout these 6 philosophy that the disabled can join own service program. class o ear m a Mental Health/ Mental Retardation/ he Department of Human services. This staff and obtain office space. has offered Adult Basic Education as provide individuals with basic n a GED degree. Individual tutoring is ment Program and Independent Living formed a nity Development Block Grant. This progam disabled low-income adults and 6 his program 10 adults were competitively ependent Living hired a quarter -time d by Johnson County. s sixth year of service to years, we have maintained together and participate 196 the Johnson and proven our in creating their a 3�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Independent Living exists to provide services to developmentally disabled Youth and adults. We teach skills through self advocacy, client business meetings, support groups, educational programs and vocational programs. Clients run, organize and vote on organizational policies and by-laws. B. Programs s Brief Description Independent Living programs include client run business meetings and support groups dealing with politics, legislation, and self advocacy. Contracts in money management, housing, job seeking skills, and household management further enhance independence. Individualized tutoring and Adult Basic Education are also provided at our center. C, Tell us what you need funding for. Funding is being requested to assure that Independent Living continues to meet the service needs of the disabled and continues to promote independent living among the disabled. Funding is needed for the salaries of a coordinator, a half-time assistant coordinator, a 1/10th time bookkeeper, and overall operating expenses. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances , 1. Are ther fees for any of your services? Yes X No a) If "yes", under what circumstances Members pay twelve dollars per year membership dues which are used for client run business meetings, support groups, and events for members. Members may contract self -advocacy services for $45 per month. Individualized tutoring and Adult Basic Education are provided free by Independent Living and Kirkwood. b) Are they flat X sliding ? c) Please discuss your agency's fundraising efforts, if applicable. Currently we receive funding from United Way, Johnson County, and private donations. Independent Living also receives funds is a University of Iowa affiliated facility. In the past we received Funds from the Department of Human Services (DHS). In 1983 Independent Living, in conjunction with the Mayor's Youth Employment Program (MYEP), received block grant funding for a job training program. We were approved for another block grant, but due to lack of operating expenses we were unable to accept the grant. We have recently applied for another grant with the MYEP and a post -secondary grant with Kirkwood. We are in the process of submitting a job training grant proposal to DHS. 197 A3aP F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a. Duplicated count 80 b. Unduplicated count 60 2. How many clients in Iowa City did your agency serve last year? a. Duplicated count 70 b. Unduplicated count 60 3. How many units of service did your agency provide to Johnson County residents last year? 5798 4. Please define your unit of service. Independent Living's units of service include: 400 hours client business meetings and support groups 750 hours individualized tutoring 80 hours advocate meetings 200 hours counseling and referral 48 hours contract time 4320 hours job training 5. In what ways are you planning for the needs of your service population in the next 5 years? We are planning to increase our self advocacy program and the number of members that attend client business meetings. We are planning to expand professional training for staff and advocates. We are applying, in conjunction with several other agencies, for future job training programs. We will continue to explore experimental client run programs. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Independent Living presently employs only one half-time coordinator and one quarter time assistant coordinator. All of the tutors and advocates are volunteers (unless the advocates are on contract). Because only thirty hours of staff time is paid (plus $50 a month for the bookkeeper), staff are often unavailable for direct service time because of administrative duties and public engagements. 198 a 31;V 7. List complaints about your services that you are aware of. The clients wish there were additional paid staff to schedule more time for individual meetings and counseling. S. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No waiting list. How many people are currently on your waiting list? Zero 9. In what way are your agency's service publicize? The clients and staff have spoken to most human service and non-profit organizations in the community. We have also addressed various classes at the University. Clients actively perform their own public speaking before other developmentally disabled groups. clients write their own public service annoucements and contact the media to promote upcoming events. Brochures and public speakers are available at no charge to any program or interested community member. ti 199 aa�y AGENCY GOALS FORM AGENCY NAME: Independent Living, Inc. YEAR: 1985 NAME OF PROGRAM: Independent Living, Inc. INDEPENDENT LIVING PROGRAM Goal: To provide services to teach the disabled to live independently. Objective A: To serve Independent Living members (60) with business meetings and support groups. Tasks: (1) Instruct Independent Living's elected officers and interested candidates about by-laws and regulations regarding client business meetings and the election of new client members. (2) Provide information for prospective members regarding the application process. (3) Provide activity training to elected officers. (4) Provide extensive information on public issues regarding special populations. (5) Provide an estimated 50 educational presentations to schools, churches, service groups, mental health agencies, non-profit organizations, and community businesses. (6) Elected officers and client members shall give information and —' support through peer counseling, referrals, etc. to help other members develop skills and learn to use resources to teach others to be independent. Ojective B: In 1985, provide assistance in daily living skills and counseling through the Independent Living Self -advocacy contracts. Tasks: (1) Increase the volunteer advocate -counselor staff to six. (Current volunteer advocate staff is five). (2) Provide weekly supervision of advocates. (3) Provide weekly training sessions for advocates. (4) Provide information to an estimated 60 people who will contact Independent Living for information about the self -advocacy program. (5) In 1985, complete 60 hours of advocacy contract time. (6) Periodically review advocacy contracts. Objective C: Provide, in cooperation with Kirkwood Community College, Adult Basic Education classes. Independent Living provides instructors and donates the space for the classes. Kirkwood hires the instructors and provides the educational materials. This cooperation allows the Kirkwood Adult Baaic Education program to operate at various locations to help meet the needs of special populations. Tasks: (1) Provide instructors and space for Kirkwood's adult Basic Education program. (2) Maintain a minimum of eight students in each class each semester. (3) Review course material for one Consumer Economics class, one 200 �3�d� survival skills class and one Self -Esteem class. (4) Provide requirements for registration, grades and compliance with the Adult Basic Education Act 303. (5) Attend in-service training as required by Kirkwood. (6) Provide referrals, etc, and comply with the Kirkwood's regulations for its Adult Basic Education program. Objective D: Provide indivualized tutoring to teach basic language art; assist people with literacy, GED State High School test, and high school courses. Tasks: (1) Increase the volunteer tutoring staff to ten. Current tutoring staff is seven. (2) Schedule each tutor for a two-hour shift between 1:00 pm to 8:00 pm. (3) Provide daily supervision of the tutors. (4) Provide training sessions for the tutors. (5) Increase the twelve students currently being tutored to twenty-two students. Objective E: Provide information and referrals to an estimated 250 people who will contact the Independent Living center. Tasks: (1) Maintain information on community resources and events of particular interest to developmentally disabled persons of low to moderate income. Developmentally disabled is defined by Public Law 95-602 Developmental Disabilities Act of 1978. Information shall be maintained and updated by: �,... (a) Reviewing area newspapers. (b) Reviewing other independent living programs and publications.. (c) Reviewing literature regarding advocacy, special education, and legislative issues concerning the disabled. (d) Assisting people with periodic needs such as occasional bills, notices, public correspondence, etc. (e) Providing information and referrals to callers and walk-ins. (f) Publishing a newsletter. Objective F: In 1985, continue to provide services for the developmentally disabled which meet existing needs and to secure resources for future unmet needs. Tasks: (1) Secure funding for training, research, and development. (2) Conduct a series of workshops on substance abuse, sexuality, legal rights and organizational/administrative skills. (3) Monitor and evaluate community resources through client questionaires. (4) Develop a newsletter which contains client conducted interviews with professionals and publicizes low-cost, free events. (5) Provide dignified, competitive, and practical job programs so individuals can obtain and maintain employment. (6) Encourage clients to think critically, develop educational skills,.utilize community resources, and live as independently as possible. (7) Maintain Independent Living as a client run program by having clients activate their own goals, plan and execute their own 201 a3;?,? --N activities and public speaking engagements, and have equal representation on the Board of Directors. RESOURCES NEEDED TO ACCOMPLISH TASKS (1) One full time paid coordinator, one half time assistant coordinator, and one tenth time bookkeeper. (2) Ten volunteer tutors. (3) Six advocate counselors. (4) One private room for client business meetings, support groups, tutoring, advocate meetings, classes, and Board of Directors meetings. UNITED WAY OF JOHNSON COUNTY Cp—DIRECTOR: Clark, CITY OF IOWA CITY • JOHNSON COUNTY AGENCY NAME: Erm;1;ADDRESS: I ZO N. Du bug m Z �, HUMAN SERVICE AGENCY BUDGET FORM PHONE: MQJ FISCAL YEAR 1986CALENDAR YAR 1985 COMPLETED BY: (Please circle year your agency uses) APPROVED BY BOARD:- Y' 1%' // , authoize signature COVER PAGE on �' . da e Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 5ene al ouf�ie^ keal+hcwX, 2� harmac - s4acks mei caPions ntus�'die�+PKxrbcp wi>4�in-fileCJinic, 3) Lab. - in-UniciCs mj and lirniied+c5i n9 senfou% 4) 5odal 5ervim - ne=6 as5essmvifs� referml5, 5)atl(L Kaiical Sefund -a Vo td , pro5raM4o 45sis4 resid�,f�, of J'ohns� County h0+alole-Io afford prescrl ton rftdicQ� onS� over- t+�e-ca,rtfer n�cdi r�iions or rhe. 1 3u�PIreS.Tkese +Meds a 9e„Q,a{, iMf;de or cul s;deile�C�inic,771ese ►teals are. not able -to k. NcI- v*Ar "raPu VI -4. - Local Funding Sunmary: CALENDAR YEARS PROPOSFn 19R5 hrao vc FY 84 FY 85 FY 86 ceoe I City of Iowa City I$ O 1$ O I$ D Johnson County $ -7 113, 1 $ $1 295. $ 54 4og, I City of Coralville I$ I$ Q I$ 0 I FY 86 SUPPLEMENTAL REQUEST: TOTAL ii�lfi COUNTY UNITED WAY Director's Salary Adjustment $ 9,657 $ 155 $ 4,422 $ 5,080 203 a3.21t 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County 1 $ g %jC4. 1 $ 3.6 833. 1 $ 316-%7. hrao vc FY 84 FY 85 FY 86 ceoe I City of Iowa City I$ O 1$ O I$ D Johnson County $ -7 113, 1 $ $1 295. $ 54 4og, I City of Coralville I$ I$ Q I$ 0 I FY 86 SUPPLEMENTAL REQUEST: TOTAL ii�lfi COUNTY UNITED WAY Director's Salary Adjustment $ 9,657 $ 155 $ 4,422 $ 5,080 203 a3.21t AGENCY: Fgze i f t - cc� 0', hic. BUDGET SUMMARY 204 a3a8 ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) G -I 443. "1 68(x. 85 549. a. Carryover Balance (Cash from 3) b. Income (Cash) 2. TOTAL EXPENDITURES (Total a + b) 85 523, a. Administration s n;l0 a7i Z."to t't 8..n b. Program Total (List programs below) y� n rJ �p (*01167,62 i ' Lu" Vwii 'yN :1 C., hic `I.eS"Q.tiL jA' F!Y il. 'sKYh Y.r '4rN qn' }T9 bkkl./.4 60c:lql 5eryiops2' x1005_114N �$!t s ? �i 5t4.n � 3W MS(,_tih 's`'illl +. ,'.. 41 F• Y r .Y 9 hY.'�'^ w>'y� '1 ZP i u 3. ENDING BALANCE (Subtract 1 - 2) — �• 1b9. uo• 4. IN-KIND SUPPORT Total from Pae 5) 11411494, 1191(053. 5. NON-CASH ASSETS i 5 4 C1 • (° 113' 7P 39. Notes and comnents: 204 a3a8 AGENCY: Free *-6ca� ClI m-, c, INCOME DETAIL ACTUAL LAST YEAF THIS YEAR PROJECTEE BUDGETED NEXT YE ADMIN. PROGRAM PROGRAM 1. Local funding sources(List below) $3 1 1, 0T 34,83-7. 9,363. a . VY1i 319�a3. 3�l'919. X140.0 9;1 3 )S z91 49 AGENCY: Free ftee !Cal (_.!1111(. INCOME DETAIL (Continued) 206 a3aa PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Local funding sources(List below) 'I Z1333• a. U 30. ' S' �Cu f, 343..: b. ohm" ';:4.4% : ,990 C. d. '.nr1 t6 2. State,Federal,Foundations(List) Q a. �sYP.s°,, x z.ce:. C v .i».: b. w ry Ki++ �ori C4 `�ir�•,,"�"¢k'.§.r.€�,,'$-;tr "wil�•'?�14' nA,7[r2,• C. :ay�,..xs,�x.+ xF. i�'r-vc 14 ✓`t�, �.ii� ;�d'.xv��r.�: a'4k'i�,��-,r�',. ;�r' d. MF 3. Contributions/Donations 4. Special events(List below) a.C.hiIi -JU a� r�%r .F� uC�Ci��7 ssr t4.. k +,{x r 1RA-f SPIA'9+ 'iii .I WIN �.. i b.f�Tii .., 1. 6 k.ti �. ',�ti�'L4iiGri.. 1.•-,.v' s. "F 5 e K �. ,ktyi "sw•, r*t« iK �.`�3�'iro e°�td'�+`wa'a`vs t'.�x(nkC C.F19 )",`".�Si 5. Net sales -services 6. Net sales -materials 0 O 7. Interest income 0 8. Other(List below,including mise. a. ..� y� ,;+j�� Y � � J � i{1'�C V g\ 'Fy d� """ p Y �N <JMR• u V 4, v<�JJ' ' b.C. �� ai%Wzn rc h:1ii �iS� l vx •112ii hl�' ++��, X°S 'i ',iWl./�i(}b 'r. ,Eip S. TOTAL INCOME (Show also on page 2, line lb) q X191 , q'�4z I zl Notes and comments: 206 a3aa EXPENDITURE DETAIL AGENCY: `see, i' ICAIGQI a Yll L ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries 35!025. 31 D 53 2.35• 13 791. zl 313, 4,711. _ 2. Employee benefits & taxes 441, Z'a3. 2057, 3195. B 3. Staff development $�j, ZG>7, 150, 15. 0 4. Professional -consultation 80 50, 100. 100• Oloz�- 5. Publications/Subscriptions 593, �j00, 620. O 44L6. Dues & Memberships Q O O O O 7. Rent 1591, 11125, 2.,400• 312• 1,440, 2�}0• a. Utilities O O O 9. Telephone 55, 1 ,110, 1155, 281, 520•• 10. Office supplies & postage 485, X70• 435• UP O 11. Equipment purchase & rental z6, 37.0, 335• 117• 21�, 2. Equipment/Office maintenance I $1, 1,050, 1 045, 156, 575, ►05 3. Printing & publicity b71, 00, 730 36• 694. O, 4, Local transportation 2.95, 387• 480, 1 L 24(0- 5. Insurance 4,594, q.9z6. 885,590, 6. Other (specify) 56 g, 4 50. 1495a 0 L4,960. � 1 Sze, 1900, 1913, 0 O o 7. Lab a. 3 21 a 2,966.. O O 9• I ��, 1 100. 12W. O O O o. Iil' 2 7. 275, 2ra0• 0 2roo. O TOTAL EXPENSES page age2alinelso o2) c01,444 (Dlo SI7. �5,5Z3, i1i84�'ai'J91• 9 X19. Notes and comments: EXPEN 1. 2. 3. 4. 5. 6. 1 7. 1 8. 1 9. 10. 11. E 12. E 13. f 14. E 15. E 16. C 17. 18. 19. 20. T AGENCY: aQ I�1 , �11 IC SALARIED POSITIONS Position Title / Last Name FTE' p ry , �5 .r r II �n l5 ni2!�or �in. �Oord�uQrF 7511 rnlKiri�r�, IT�K�Gn'F�IhA�4Zi YO ,� cf c4 r AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET % CHANGE 75% 10 500• ll,osl II 29l. I 9. ►0 11,051. II 291. Y5 ° 10 11051 291 inL t56^ +57a Z50. O 2 �, 00 RESTRICTED FUNDS (Complete detail,Forms 7 8 8) Restricted by: Restricted for: Ing. Aar wAire -ev,% arnau'iitm5 Donor 3x414 pled1T •,�=�, Donor a ui n a3Ti i1 c i 9$. ►�' oo. 000. O loo. 60. o MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers 1� 1 Material Goods a Space, utilities, etc. Z Oq l 3, 2.167L. Other: (Please specify) II ihC�ilcrTlonS O. *Fu' AGENCY: Freefllediui (J*i is BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR (List Rates for Next Year) TOTAL 4,383 /o, 447. 512.53. FICA 705 % x 553235 0 2 63q, 3,763, Unemployment Comp. O% x $ O _4t % x $ I/0, 1126, x iisfF V. t aper mo.:3 family O O Worker's Comp. 146, IGO. I16, Retirement 11S50. 945. 900. Health Ins. 2-25, 2 025, 2�70G, Disability Ins. D% x $ 0 $ O per month ; ma. O 0 0 *10 cco. w Life Ins. insvn O O O Other I23, 1033, 705, �ft4r-A—Ax % x $ If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual hours _% I L_ days per year for years_ to _ days per year for year to Vacation Policy: Maximum Accrual '&_ hours 10 days per year for years_ to _ days per year for year _ to Holidays: __!L days per year. Months of Operation During Year: �Z Hours of Service: &l (f)-FcRl ce 30 le 4 v' RANGE OF OTHER ;041RECTORIS POINTS & RATES STAFF BENEFIT POINTS CO -DIRECTOR'S BENEFIT COSTS mini mum Max mum Related to Supplemental Request Health Insurance 12 $�,fMon. 0 U for Salary Adjustment: Disability Ins. $_Q/Mon. Life Insurance $ Mon. County $ Dental Ins. $JMon. United Way $ , Vacation Days 12 to Days Other $ 39. HolidSickaeave — 1 Days—rkeonly CA•Dire�or be -A4 -gFt4eed*15 �— L Days — Flc — l.oS1ax�10,2(d,,_��7y, POINT TOTAL 44,5 O O ✓ j Ce -D reclor5 receivtolI Ixntf js li*f6' 'The PhpiciOAS 4ss,yfan+a%dMe4icalRcAnolo9itl-� receive Flc. . 210 . OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund scholarship Fund 1. Restricted by: Donor 2. Source of fund: past Clinic volunceer 3. Purpose for which restricted: 3rd 6 4th .t.edical student financial assistance 4. Are investment earnings available for current unrestricted expenses? _Yes ;�_No If Yes, what amount: 5. Date when restriction became effective: ,Trna 1981 6. Date when restriction expires: �a i 7. Current balance of this fund: ¢snn_ t as of 1-1-85 B. Name of Restricted Fund-nhnsnn rnnnf-y Haatflh Tmprrn,omorr Assnriatinn 1. Restricted by: ,Tr HTA 2. Source of fund: ,Tr HTA 3. Purpose for which restricted: quinment (^ 4. Are investment earnings available for current unrestricted expenses? Yes _X_No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: n/a 7. Current balance of this fund: -0- as of 1_1_85 (rere;vea 5160. in 19n4) C. Name of Restricted Fund Erna n` Amar; ran Plarmara of iral Aesn riah:nn 1. Restricted by: cAPHA 2. Source of fund: sAPHA 3. Purpose for which restricted: P1,armary supplies (rnn_maa:ca-irn) 4. Are investment earnings available for current unrestricted expenses? Yes _X_No If Yes, what amount: S. Date when restriction became effective: 1981 6. Date when restriction expires: n/a 7. Current balance of this fund: -0- as of 1-1-85 frPre;Vea59R. in 19841 211 Optional Budget Form: AGENCY: (Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: Linda Knox Memorial Fund 1. Date of board meeting at which designation was made: Fetruary 1982 2. Source of funds: Friends 3. Purpose for which designated: Permanent Clinic items 4. Are the investment earnings available for current unrestricted expenses? Yes _.M,No If Yes, what amount: 5. Date when board designation became effective: x•otirnary 1a82 i i 6. Date when board designation expires: n/- I 7. Current balance of this fund: Aq nf ++ + o4 e'z7 B. Name of Board Designated Reserve: rq Rnej ypairn+ supply F +ncl i 1. Date of board meeting at which designation was made: ., ..omr o ,oaa 2. Source of funds: inti -i c e -sr vol me r• T*nitPcj Way. Johnson rornr9. private donations 3. Purpose for which designated: vnucliamassist resider -G of ,nr.nsor j County not able to afford prescription medications, over-the-counter 4. Are the investment earnings available for current unrestricted expenses: Yes _No If Yes, what amount: 5. Date when board designation became effective: Fe':ruary 1954 6. Date when board designation expires: n/a 7. Current balance of this fund: as of 11-1-E4 $1,550. C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. 5. 6. 7. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: Date when board designation became effective: Date when board designation expires: Current balance of this fund: 212 a3A7 Conditions of Association Agency: Free Medical Clinic AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually The Free Medical Clinic began seeing patients in March 1971. The Clinic was the idea of a diverse group of politically active community members --nursing students, social workers, medical students, ministers, doctors, and other interested people. From the beginning the group was committed to providing free health care in a nonjudgmental manner. During the first year the Clinic was held in the River City Free Trade Zone, an alternative business mall in downtown Iowa City, and then in the basement of Center East, the Catholic Student Center. In both cases the space was ::riven at no cost to the Clinic but the entire Clinic had to be set up and taken down for each Clinic session. So, when Wesley Mouse offered us permanent space, we accepted and have been here since the spring of 1972. Since we opened 13and 1/2 years ago, we've seen over 21,500 patients for a total of almost 65,000 visits. The Clinic is equipped with six examining . rooms, a lab and a dispensary. General outpatient health care is provided to Johnson County residents who do not have access to health care for financial reasons, or those who are reluctant to seek care elsewhere for reasons of confidentiality. The Free Medical Clinic encourages patients to participate in their care. A wide range of educational materials are available to patients to increase awareness and promote 'preventive health care. Staff and volunteers provide explanations and information necessary for patients to understand their medical problems and the treatment available. The primary reason we have sustained our original commitment to free health care is the dedicated participation of our volunteers. All of our physicians, medical students, physician's assistants (with the exception of 2 P.A.'s who are on the Clinic staff), medical technologists, nurse practitioners, pharmacists, pharmacy students, patient advocates, receptionists and coor- dinators are volunteers. Each Clinic night a referral worker (paid staff)• assists patients with referrals regarding medical, financial and social service needs. Other services offered include providing information to walk-ins and phone contacts during office hours, referrals to other agencies and general outreach within the Johnson County areas. In Fe:.ruary 1914 we started a Medication and Medical Supply Fund; a voucher program for residents of Johnson County who need financial, assistance to purchase needed medications and/or medical supplies. We designated money for this program and received private donations also. Advertising was limited to seven agencies to get the program started. Approximately 45 people have benefited from the Fund this year. Plans for 1985 include increased publicity. In 1985, we are askinc to fund a quarter time Medical Technologist position. Over the last two years, for various reasons, volunteer interest in this vital part of the Clinic has decreased dramatically. Lab tests done on a Clinic evening are a crucial aspect of diagnosis and treatment. We do not want co lose this part of the Clinic; but this could be the result of the inability to staff lab vol•:nteers. 213 2.3�P ACCOUNTABILITY QUESTIONAIRE A. Agency PurposeTo provide a wide range of quality health services at no cost to our patients. The Clinic is open to see everyone tut we especially try to reach chose who do not have access to health care for firancial reasons and those who, for reasons of confidentiality, are reluctant to use other medical facilities. B. Programs S Brief Description The Clinic provides general out patient health care; Lab does in -Clinic testingand .limited tests sent o;:.t; Pharmacy stocics.medications most often prescribed within the Clinic and prescriptions written for others; Social Services, paid staff assist patients with needs assessments and referrals; Medication S Medical Supply Fund, a voucher proy,ram to assist residents of Johnson County not able to afford prescription medicatio C. Tell us what you need funding for. over -t" -.e -counter ,-.edications or medical supplies. - We need f_rding to continue the above proc.rams for 1965. D. Management 1. Does each professional staff person have a written job description? Yea v No 2. is the agency rDir yearly? ector's performance evaluated at least Yes X No E. Finances I. Are there fees for any of your services Yes No X a) If "yes", under what circumstances b) Are they flat sliding ? C) Please discuss your agency's fundraising efforts, if applicable We have maintained our fundraising at one event per year; an annual Chili Supper held in Novem"er. 214 3.a F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 2. 6 patient %isits b) Unduplicated count n/a 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count t.767 patient visits b) Unduplicated count n/a 3. How many units of service did your agency provide to Johnson County residents last year? 4,587 4. Please define your unit of service In-person or phone contact. I An average clinic visic includes contact with at least 5 pro- fessional or lay volunteers i.e. receptionist, referral worker, patient advocate, examiner, lab technologist, pharmacist and physician. Average in-person service is 1.5 hours. 5. In what ways are you planning for the needs of your service �...i population in the next 5 years?We anticipate the need for free med- ical care in .his community may increase because of current economic trends'. At this point, considering the limited resources of medically skilled volun- teers, we hope to maintain our services at their current quality level. 6. Please comment on any other problems or factors relevant to ypur mency's perotlgfams ,,funding or service delive A major acto we a wit•„ every day is a constant tr eed for volunteers. Ongoing recruiting and trainint.; is eery important to keep us functioning. Specifically in the last two years, it has been increasingly difficult to staff the Lab with volunteers. Former and current lab volunteers have expressed their disatisfaction due to 1) the similarity to their daily jobs; 2) lack of patient contact; 3) limited participation with the health care team; 4) boredom; 5) feeling isolated due to the location of the lab in relation to the rest of the Clinic. Numerous efforts have been made :o lessen some of these problems. With as much attention as we've given this problem in the last two years, we are not hopeful that the staffing situation will improve. So, in 1985 we are requestin:; funds for a quarter time Medical Technologist position. 215 4�3"29 J 7. List complaints about your services that you are aware of. We are not wheelchair accessable. We are aware of complaints of a long waiting period and our lack of daytime medical care. Both of these are d.e to the fact that the Clinic relies mainly on volunteers to staff each Clinic, we feel that these limitations are offset by the fact that we are able to provide quality free health care. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? no waiting list. How many people are currently on your waiting list?n/a 9. in what way are your agency's services publicized? Posters and brochures around the community and with other social service agencies, speaking engagements, occassionally on cable TV and public service announcements on radio stations. 216 a 3a,? AGENCY GOALS F( RX AGENCY NAME: Tow, City Free Medic.,l Clinic YEAR: 1965 NAME OF PRUx RAM: Health Care Delivery HEALTH CARE DELIVERY general out-patient health care to residents Goal: To provide free, of Johnson County. Objective A: In 1985, provide free health care (direct patient contact) on Monday and Thursday evenings to an estimated 3,350 people. Tasks: 1. Schedule Clinic evenings with 10-12 lay volunteers and 10-12, professional volunteers. 2. Provide ongoing recruiting and training for lay volunteers. al 3. 4. 5. 6. Objective B: Tasks: 1. 2. Provide recruiting volunteers. Provide Clinic evening supervision to volunteers. Provide periodic in-service training sessions for volunteers. Schedule paid Staff to cover the office 8a.m• to 1 p.m. Monday through Friday carrying o a. administrative duties b. patient follow-up c. phone duties To provide community information and referrals for medical and related social services. Maintaining referral information for which the Clinic receives frequent requests. In 1985, giving this information to an estimated 3,100 people through phone contact, walk-ins and Clinic visits. Provide educational presentations to area schools, agencies, professionals and the Clinic's service population. and orientation for profession Resources Needed to Accom lish Program Tasks 1. Three 3/4 time paid staff persons. 2. One 1/4 time paid Physician's Assistant position. 3. One 1/4 time paid Medical Technologist position. 4. Two phone lines. 5. Supplies for Clinic, Lab, Pharmacy, Office. 6. Professional Liability insurance. s ace and clinic space in 7. Waiting room, lab space, pharmacy P addition to administrative office space. Costo�m CY1985 $83,141. 217 �1_ 1— a3.2F AGENCY GOALS FORM 1985 Iowa City Free Medical Clinic NAME OF PROGRAM: Medication and Medical Supply Voucher Program MEDICATION AND MEDICAL SUPPLY VOUCHER PRCGRAM Goal: To provide emergency assistance to residents of Johnson Countv who cannot afford medications or medical supplies. Objective A: To provide vouchers for medication and medical supplies from 8 a.m. to 1 p.m. Monday through Friday. Tasks: 1. Maintain contact with Iowa City and Coralville Pharmacies. 2. Cooperate with medically oriented agencies and agencies serving low income residents of Johnson County. 3. Set up and maintain a record keeping system. 4. Maintain a Resource List of Johnson County agencies for referrals. 5. Schedule paid staff to operate the program 8 a.m. to 1 p.m. Monday. through Friday. Resources Needed to Accomplish Program Tasks 1. Three 3/4 time paid staff persons. 2. Supplies. 3. Phone line. 4. Professional Liability insurance. 5. Administrative space (FMC area). Cost of Program CY1985 $2,333. 218 d3-�P UNITED WAY OF JOHNSON COUNTY DIRECTOR: lary S. Belman AGENCY NAME: American Red Cross/John. Cour CITY OF IOWA CITY a JOHNSON COUNTY ADDRESS: 120 N. Dubuque, Iowa City HUMAN SERVICE AGENCY BUDGET FORM PHONE: (319) 337-2119 FISCAL YEAR 198 CALENDAR YEAR 1985 COMPLETED BY; L. Holman ease circ a year your agency uses) APPROVED BY BOARD: C OCFU5 e COVER PAGE on Nov. 7/84 — date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Program 1: Health & Safety Services Health/Safety education and training for adults and children; childcare education; blood pressure screening; first aid stations for public events; support services to blood collection and water safety programs. Program 2: Services to Military Families (SHF) Assistance in reuniting families with members in the armed forces during times of family crisis, especially medical emergencies; emergency loans and communications to armed forces personnel. Program 3, Disaster Services Detergency food, clothing, shelter and other essentials to victims of natural disasters. _ Food and refreshment support to fire -fighting and law-enforcement personnel at disaster sites. Local Funding Summary: CALENDAR VCADC PROPOSED 1985 F1bCAL FY 84 FY 85 FY 86 City of Iowa City 0 1 $ 3,000 1 $0 1 $3,000 Johnson County 0 1983 1/1/843/31/84 4/1/843/31/85 (4/1/8 /31/86) United Way of Johnson County 15,330 $4,665 1 $13,610 1$79,250 F1bCAL FY 84 FY 85 FY 86 City of Iowa City 0 1 $ 3,000 1 $0 1 $3,000 Johnson County 0 $ 3,000 $4,000 $4,000 I City of Coralville 1,750 $2,000 $2,000 1 $2,000 1 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 2,292 S) 554 $ 167 $ 571 Low 219 a3a,0 JCHNSCN COUNTY CHAPTER AGENCY: AMERICAN RID CROSS NOTFS & CO90nS Budget Summary (page 2) A. Budgetary Increases - FY '85 over FY 184 and FY 186 over FY 185 If the National Red Cross Chapter Grant for FY 1985 of $20,331 is subtracted Out of the Operating Budget, and $20,000 of it is budgeted to be expended back to the National Red Cross as Fair Share payment (line 20/Expenditure Detail), than the Operating Budget for FY 1985 is 8.65% less than it was for FY 1984. Similarly, when the Grant of $13,674 for FY 1986 is subtracted from the Operating Budget, and it too is budgeted to be expended back to the National Red Cross as Fair Share payment, than the Operating Budget for FY 1986 is 7.74% more than it was for FY 1985. Please note, though, that $2,292 of this increase (of $3,675), or 62.4% of the 7.74% increase, is accounted for by the $2,292 adjustment in the director's salary recommended by the Johnson County Council of Governments' Salary Study of Human Service Agency Director Positions. Intone & Expenditure Detail (pages 3 - 4a) B. American National Red Cross Chapter Grant (line 8c/Incane; line 20/Expenditure) This Grant has been provided to the Johnson County Chapter to enable it to continue operations and still fulfill its legal obligation to the National Red Cross concerning Fair Share payments. The Grant has been provided to the Chapter in recognition of the progress the Johnson County Chapter has made in developing its services to the community and support from it. The Grant gives the Chapter time ( 3 years) to develop sufficient local support such that the Chapter can stand on its own in terms of its local budgetary needs and its bud- getary obligations to the National organization. The Grant for FY 1985 of $20,331 has been received by the Johnson County Chapter; the Grant for FY 1986 of $13,674 is subject to review by the National Red Cross and is not guaranteed income. Evidence of increased local support is important to this review process. C. United Way Funding (line 1a/Income) FY 1983-84: $9,333 (July - Dec. '83 at $1,555/month) $4,665 (Jan. - Mer. '84 at $1,555/month) Q.000 (Apr. - Jun. 184 at $1,000/month) $16,995 plus $805 (Designated - Received: 4/4/84) - $17,800 FY 1984-85r $9,000 (July '84 - Mar. 185 at $1,000/month) $4 812 (Apr. - Jun. 185 at $1,604/month) --based on $19,250/yr. requested 13, 12 plus $805 (Designated - Received: 10/3/84) - $14,617 Notes & Comments - continued next page 220 a3.2P JOHNSON COUNTY CHAPM AGENCY: AMERICAN RID CROSS NOTES& COMMENTS (continued) D. American National Red Cross Support to Local Disaster Services (903 Fund) (line Ba/Inc ane) History of Cash Payments to Johnson County Chapter from National Red Cross 903 Program: FY 1980-81 --- $ 513 FY 1981-82 --- $7,525 FY 1982-83 --- $6,337 FY 1983-84 --- $3,774 FY 1984-85 --- $2,365 - to date ($2.169 for June 7/84 tornado) TOTAL - $20,514 Note: These payments to Johnson County have been supported by other Red Cross chapters and their communities, since in the period covered only $3,911 of local money has been sent by the Johnson County Red Cross to the National organization. 221 If JOHNSON COUNTY C'MFrFR AGENCY: AMICAN RID CROSS BUDGET SUMMARY 1983-84 1984-85 1985-86 ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 1.• TOTAL OPERATING BUDGET (Total a + b) 51,925 67,761 64,779 a. Carryover Balance (Cash from 3) (1,309) 671 (2,345) b. Income (Cash) 53,234 67,090 67,124 2. TOTAL EXPENDITURES (Total a +'b) 51,254 70,106 66,350 a. Administration 5,125 6,580 4,920 1. Loc * a. b. c. d. e. f. 2. Sta a. b. C. d. 3. Can 4. Spe a. b. C. S. Net 6. Net 7. Int 8. *r 0th -a *t( b. c " CF TOTAL I Not AGENCY: INCOME DETAIL (Continued) JOHNSON Ca= CHAPTER AMERICAN RED CROSS PROGRAM PRO4GRAM PROGRAM PRO6GRAM PROI RAM PROSGRAM EXPENE 1. ! 2. E 3. ! 4. F S. f 6. E 7. F 8. E 9. 1 10. 11. E 2. E 3. f 4. E 5. 1 6. f 1. 8. 9. E 0* ] 1 .E SALARIED POSITIONS Position Title FTE. Director/Belman 1.0 Secretary/Roach (resigned:12-7-83) .6 Secretary/LaFoy, (resigned:06-28-83) .6 Secretary/Allen 6 RESTRICTED FUNDS (Complete detail Forms 7 d Restricted by: Restricted for: Johnson County Disaster & Safety Servi Iowa City Dieaeter & Safety Servi o v e r Fed.- Mgt, A, Food &Shelter erg.oervices rgency Dervices Servicemen & Families Loan Repayment & Fund Transfers Braverman, Foundation Local Programs ACT Film: "Alone At Rome" JOHNSCN COUNTY CHAPTER AGENCY: AMERICAN RED CROSS ST YEAR THIS YEAR NEXT YEAR ACTUAL PROJECTED BUDGET CHANGE 15,750 2,540 18,000 N/A N/A 20,292 N/A N/A 6,111 500I 500 I 500 100 0 0 Corlv. A.N. Optimists Film: "Alone At Home ° 100 Misc. rs onoca sas er ces Misc. Donors Nat'l & Foreign Disaste 1,445 IN-KIND SUPPORT DETAIL (Show also on page 2, Services/Volunteers FY 1983-84 line 4) 4,072 hrs. 0$7.50/hr.(av Material Goods Goodwill by III on behalf of A. Space, utilities, etc. Other: (Please specify) 1290 Sq.Ft. x 210 - • $270.90/mo. plus $16/mo. for utilities $3,443/yr - $1 842/yr rent paid - —.-1___4 �Ml I's ,,, ,.,, 30,54033,000 5,345 5,500 _1,601 1,625 ( 37,486 1 40,125 'Full-time equivalent: 1.0-Fulltime; .S -Halftime; etc. 227 36,000 1,640 140 12.73 N/A N/A 16.71 1_�?3.11IF BENE TAXES Al (List TOTAL FICA Unem Worki Reti Heal Disal For i Life Othei If all •a Sick x. of Vacal irector Secretary Holic Monti Hour! plus DIRECTO Health Disabil Life In Dental Vacatio Holiday Sick Le POIM OPTIONAL BUDGET FORM: JOHNSON CCnny CHAPTER (Indicate N/A AGENCY: AMERICAN RID CROSS if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund 903 Program - Disaster Services 1. Restricted by: American National Red Cross 2. Source of fund: American National Red Cross Disaster assistance expenses REM. clothing, shelter 3. Purpose for which restricted: and other essentials) that local Chanter does not have funds to cover. 4. Are investment earnings available for current'unrestricted expenses? Yes x No If Yes, what amount: This is a revolving account. Chapter sub- s. Date when restriction became effective: M12 a r-zeit seeks imbursement.onwhenecheckfarrivesor ,1 bills 6. Date when restriction expires: are id. 7. Current balance of this fund: 0. B. Name of Restricted Fund 1983 Emergency Disaster Relief Campaign 1. Restricted by: Individual and•Corporate donors 2. Source of fund: Local donors (individual & corporate)� 3. Purpose for which restricted: American National Red Cross disaster relief expenses 4. Are investment earnings available for current unrestricted expenses? _Yes x No If Yes, what amount: Upon receipt of funds 5. Date when restriction became effective: No expiration date. 6. Date when restriction expires: N/A 7, Current balance of this fund: S o. C. Name of Restricted Fund City/Count safer &Disaster Services Fund I. Restricted by: City of Iowa City and Johnson County 2. Source of fund: City of Iowa City and Johnson Count 3. Purpose for which restricted: Local safety and disaster services 4. Are investment earnings available for current unrestricted expenses? __LYes No If Yes, what amount: a few dollars interest income 5. Date when restriction became effective: Countys 7/26/831 Iowa City 9/15/83 6. Date when restriction expires: To be expended in FY received 7. Current balance of this fund: $ 0. 229 a3AF OPTIONAL BUDGET FORM: JCBNSON COUNTY CHAPTER (Indicate N/A AGENCY: AM1DAN RED CROSS if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Coralville Fund 1. Restricted by: City of Coralville 2. Source of fund: City.of Coralville 3. Purpose for which restricted: Local programs 4. Are investment earnings available for current'unrestricted expenses? x Yes No If Yes, what amount:• a few dollars interest income 5. Date when restriction became effective: Beginning of fiscal year 6. Date when restriction expires: End of fiscal year 7. Current balance of this fund: $ 0. B. Name of Restricted Fund Johnson County Emergency Services 1. Restricted by: Emergency Services Organizations of Johnson County 2. Source of fund: Emergency Services Organizations of Johnson County 3. Purpose for which restricted: Red Cross emergency services in Johnson County 4. Are investment.earnings available for current unrestricted expenses? x Yes _No If Yes, what amount: a few dollars interest income 5. Date when restriction became effective: October 20, 1983 6. Date when restriction expires: no expiration date 7. Current balance of this fund: $ 0. C. Name of Restricted Fund Emergency Food & Shelter Program - FEMA 1. Restricted by: Federal Emergency Management Agency 2. Source of fund: Federal Emergency Management Agency Direct expenses involved in providing emergency 3. Purpose for which restricted: feeding and shelter. 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: 5.. Date when restriction became effective: July 1/83/1at funding; Jan. 1/85/2nd fundini 6. Date when restriction expires: 1st funding/sept. 30/83; 2nd funding/July 31/89 7. Current balance of this fund: $ 0. 230 d 3aB JOHNSON COUNTY CHAPTER AGENCY: AMERICAN RED CROSS OPTIONAL BUDGET FORM: (Indicate N/A if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Service to Military Families & Veterans (SMF&V) 1. Restricted by: U.S. Armed Forces personnel & their families 2. Source of fund: U.S. Armed Forces personnel & their families a er, and Repayment of loans Provi e Y P 3. Purpose for which restricted: payments for transfers of funds to servicemen 4. Are investment earnings available for current'unrestricted expenses? _Yes x No If Yes, what amount: 5. Date when restriction became effective: Upon receipt of funds 6. Date when restriction expires: No expiration date. 7. Current balance of this fund: $ 0. B. Name of Restricted Fun Braverman Foundation Fund 1. Restricted by: "Braverman Foundation 2. Source of fund: Braverman Foundation 3. Purpose for which restricted: Local nroRrams 4. Are investment earnings available for current unrestricted expenses? x Yes _No If Yes, what amount: a few dollars interest income 5. Date when restriction became effective: July 19, 1983 6. Date when restriction expires: No expiration date. ' 7. Current balance of -this fund: $ o. C. Name of Restricted Fund Alone At Home" Fiia Fund 1. Restricted by: American College Testing & Coralville Morning Optimist Club 2. Source of fund: ACT & Coralville Morning optimist Club 3. Purpose for which restricted: For Purchase of film, "Alone At Home" 4. Are investment earnings available for current unrestricted expenses? Yes x No If Yes, what amount: ACTS 2/20/831 optimist: 4/27/84 5. Date when restriction became effective: 6. Date when restriction expires: Upon Purchase of film (5/15/84) 7. Current balance of this fund: $ 0' 231 �39 1 JOHNSON COUNTY CHAPTER OPTIONAL BUDGET FORM: AGENCY: AMERICAN RED CROSS (Indicate if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Disaster Services - Restricted Local Fund 1. Restricted by: Local Donors/mist. 2. Source of fund: Local Donors/mist. 3. Purpose for which restricted: local disaster services 4. Are investment earnings available for current' unrestricted expenses? _Yes No If Yes, what amount: a few dollars interest income 5. Date when restriction became effective: upon receipt of funds 6. Date when restriction expires: no expiration date ever smecified 7. Current balance of this fund: $ 0. B. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment.earnings available for current unrestricted expenses? Yes _No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: " 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: P*P: '973af Conditions of Association JOHNSON CCUNTY CHAPTER Agency: AMERICAN RED CROSS AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The mission of the American Red Cross is to improve the quality of human life; to enhance self-reliance and concern for others; and to help people avoid, prepare for, and cope with emergencies. It does this through services that are governed and di- receted by volunteers and are consistent with its congressional charter and the principles of the International Red Cross. In accordance with this, the Johnson County Chapter of the American Red Crass provides, for the people of its community, humanitarian services relating to their health, safety and emergency needs. The Red Cross in Johnson County has been vigorous in the past several years in the development and provision of services. In the last three years, f or example, 2,349 people have been taught general techniques of first aid and personal safety, and 3,140 people, the techniques of cardiopulmonary resuscitation (CPR). During this same period, the Chapter provided support services for the teaching of water safety and swimming skills to 3, 218 people, and. has been involved in the collection of 5,181 units of blood and the screening for hypertension of 8,592 people. In the two years since the close of the 1982 fiscal year, the Chapter has increased by 32 per cent the numbers of people it has served. In the past year, fiscal year 1984, 1,470 children in the first and third grades of Iowa City schools have been taught health and safety concepts utilizing Red Cross course materials and teachers in -serviced by the Chapter. Oar Childcare courses, offered to adolescents interested in babysitting, have provided training to 133 youngsters, a 112 per cent increase over the previous year. In addition, the Chapter began an Elderly Wellness Watch program to provide regular and frequent checks on the well-being of many elderly apartment tenants in Coralville and Iows City. Beginning in the Spring of 1985, the Chapter will offer a twelve-hour Child Health and Emergency Care course developed specifically for the staffs of children's day care centers and family day care providers. Finally, to strengthen our programs and provide clear guidance for our services, the Chapter's volunteer leadership this year has created working committees in the areas of program development, volunteer development, communications, and financial develop- ment. And to ensure the coordinated implementation of the work of these four groups, each committee has a member from the Chapter Board's Executive Committee serving on it and providing liaison. Of particular note is the primary goal this year of the program committee, to make an assessment of unmet needs in our community and, where appropriate, to develop plans for Red Cross services to meet them. 233 d3.�P ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Stated in paragraph one of prior page, "Agency History." B. Programs b Brief Description Stated on "Cover Page" (page 1) of Budget Form. Program It Health and Safety Services Program 2s Services to Military Families (SMF) Program 3= Disaster Services C. Tell us what you need funding for. To maintain American Red Cross health, safety and emergency service programs for the people of Johnson County. D. Management (� 1. Does each professional staff person have a written'job description? Yes r No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there Fees for any of your services Yes r No a) If "yes", under what circumstances Coat recovery fees for courses. All other services are provided at no charge to recipients. Free or reduced to those b) Are they flat sliding ?who cannot afford them. c) Please discuss your agency's fundraising efforts, if applicable The Chapter is actively diversifying its support base. Its formula for doing this is to provide a variety of essential, quality services, let the community )mw about them, and community support from many quarters will follow. 234 �73ak O—m F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count b) Unduplicated count 9,413 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count Our records do not allow for this precise distinction. b) Unduplicated count An estimate would be 6,200. 3. How many units of service did your agency provide to Johnson County residents last year? 9,413 4. Please define your unit of service Unit of Service: a course certification awarded; a blood pressure screening pro- vided; a unit of blood collected; a disaster -stricken individual assisted; a member of a local military family assisted in bring ham and/or contacting a fardly member in the armed forces; etc. S. In what ways are you planning for the needs of your service population in the next 5 years? Me Chapter's program committee is engaged in an assessment of comunity needs thet Red Cross might appropriately meet, End we are improving and expanding our mandated services where we perceive a need to do so. For example, this year Red Cross health & safety materials are being utilived in Iowa City schools, and we are inaugurating a Child Health &Emergency Care course for staffs of children's dayeare 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery, centers. Although the Chapter's services have expanded greatly --an increase of 32 per cent in the past two years --our staff has remained the same: at one full-time director and one half-time office assistant. An additional half-time assistant is needed. 235 o? 3,;V 7. List complaints about your services that you are aware of. Zeck of parking facilities; classroom too hot in summer; problems with old equipment S. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? what measures do you feel can be taken to resolve this problem? How many people are currently on your waiting list? Sixty-two people across five courses. 9. in what way are your agency's services publicized? Newspapers through coverage of our services in the news, in editorials written about us, and in various public service announcements. Radios through interview programs, spot news items, and public service announcements. Brochures: distributed at various public functima, and from our office upon requests for information about Red Cross activities. Cable TVs announcements about CPR classes. Newsletter: mailed to selected members of the public, local businesses, professionals and public institutions. Speeches: made by the director and volunteer leaders upon request to various organizations and groups. 236 a.3af PROGRAM GOALS AND OBJECTIVES Johnson County Chapter American Red Cross HEALTH & SAFETY SERVICES Goals To promote personal safety and good health for the residents of Johnson County. Objective A. To provide instruction in First aid and cardiopulmonary resuscitation techniques to an estimated two thousand people per year. Tasks: 1. Arrange first aid and CPR classes: contact and schedule instruc- tore, publicize classes and register class participants. 2. Recruit and train additional volunteer instructors. i 3. Provide both hygienic and mechanical maintenance for CPR manikins. 4. Provide currant information to volunteer instructors on teaching techniques and course content. $. Promote and maintain liaison with other area organizations active in the health and safety fields. Resources Needed to Accomplish Program Tasks Instructional materials: texts, charts, CPR manikins, films, film projector, video tapes, video playback units and monitors. Office and classroom space. Volunteer instructors to teach within, and staff to coordinate, program. 237 a aa� i '-1 PROGRAM GOALS AND OBJECTIVES Johnson County Chapter American Red Cross HEALTH & SAFETY SERVICES Goal: To promote personal safety and good health for the residents of Johnson County. The following selectively summarizes the preliminary work of the Chapter's program development committee. Consideration of these program direction suggestions by the Chapter's exec- utive committee and board, and then reexamination by the pro- gram committee before final board approval are still to take place. General Actions 1. Focus program/service priorities in those areae identified as successful and/or where high need is indicated. 2. Develop a record keeping system for utilization of programs and services offered. 3. Increase program fees to assure quality and cost effectiveness. 4. In offering programs, utilize classroom facilities readily available and convenient to participants. 5. Expand high demand programs into the broader Johnson County area. Specific Programs and Services A. Health and Safety Programs 1. First Aid and Safety (adult) a. Meet with Physical Education and College of Nursing personnel to plan first aid programs based upon modular first aid course. b. Begin initial planning for 1985-86 expansion to corporate and farm groups. c. Recruit from advanced first aid courses volunteers to staff first aid stations. 2. CPR a. Plan and advertise sessions targeted for high-risk persons and their families. 3. Hypertension a. Begin plans for program using "The Lowdown On High Blood Pressure" targeted for high-risk persons identified through blood pressure screening. 238 o?3?If HEALTH & SAFETY SERVICES Program Development Committee Suggestions (continued) B. Health and Safety (youth) 1. South Health & Safety Courses a. Meet with appropriate staff (health curriculum coordinator & health services director) to determine need for additional materials and in - servicing for Iowa City schools. Discuss plans for increasing coopera- tive program efforts. 2. Childcare/Babysitting Course a. Plan additional courses after school for students interested in -babysitting. b. Continue expansion of program to other groups such as Girl Scouts and Campfire Girls. 3• Child Health & Emergency Care Course a. Continue to monitor development of this coarse. b. Consider targeting other groups such as Iowa City grade school teachers and aides. C. Swimming and Water Safety Program a. Discuss expanding the program efforts to focus on emotionally and physically handicapped people. b. Prepare to provide new Red Cross lifeguard certification course. Specific Services 1. First Aid Stations a. Identify persons with advanced first aid skills to staff the stations, and prepare an "on-call" list. 2. Elderly Wellness Watch a. ,Check on status of this service and expand where appropriate. 3. Nutrition Aid a. Develop program information related to this 'service area and target it to Crisis Center food -bank participants. 239 PROGRAM GOALS AND OBJECTIPES Johnson County Chapter American Red Cross DISASTER SERVICES Goals To alleviate the suffering caused by natural or man-made disasters by providing immediate and long-term assistance to disaster victims ..:• Objective A. To offer, when personal resources are not available, immediate assistance of shelter, food, clothing, and needed medicines and other essentials to disaster victims in Johnson County. Tasks: 1. To maintain a group of volunteers for disaster assistance work. 2. To acquire and maintain equipment for the safety of disaster personnel and to support their disaster assistance work. 3. To maintain liaison with county fire departments and the John- son County Sheriff's Office to ensure prompt notification and coordination of disaster relief activities. Objective B. To maintain a program of pre and post disaster education to assist the residents of Johnson County with disaster self-help. Tanks 1. To maintain a list of community resources available to victims of disasters by identifying, contacting and maintaining liaison with pertinent businesses and agencies in Johnson County. 2. To establish a program utilizing newspapers and television to encourage programs for pre -disaster preparedness. SMVICES TO X11TARr FAMILIES Goals To provide humanitarian assistance, when needed, to nsilitary families and their members in the armed forces. Objective A. To provide assistance in reuniting families with members in the armed forces during times of family crisis, especially medical emergencies. Tasks 1. Recruit and train one to three people suitable for evening and weekend Services to Military Families work. Resources Needed to Accomplish Tasks Appropriately trained volunteers and staff. s4mergency communications and emergency feeding equipment. 240 aa-�� UNITED WAY OF JOHNSON COUNTY DIRECTOR: Fandi Youells AGENCY NAME: Ii St9cesCoro. o CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 401 South Gilbert St. HUMAN SERVICE AGENCY BUDGET FORM PHONE: Tai 1-57 owa FISCAL YEAR 1986 CALENDAR YEAR 985 COMPLETED BY: Hel b5 (Please circle year your agency uses) APPROVED BY BOARD:' L' Atl,L �` author zed s gnature COVER PAGE on 11/6_/84 date Program Sunnary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Provision of legal assistance to low-income residents of a seven -county area in Iowa. I Local Funding Sunmary: CALENDAR YEARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 City of Iowa Ci Johnson County $ N/A $ N/A $ 5,000 City of Coralville 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County 9,000 1 $ 2,250 1 $ 7,750 1 $15,000 FISCAL FY 84 FY 85 FY 86 City of Iowa Ci Johnson County $ N/A $ N/A $ 5,000 City of Coralville 1 $ N/A $ N/A $ N/A 'Y 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ N/A $ N/A $ N/A $ N/A 241 � 3 •�� Iowa City Regional Office AGENCY: Tial Services Corp. of Iona BUDGET SUMMARY ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) 193,329 192,627 241,588 a. Carryover Balance (Cash from 3) 0 s, b. Income Cash 193,3291 192,627 291,588<'> "< 2. TOTAL EXPENDITURES (Total a + b) 193,329 192,627 241,588 a. Administration 7,932: 6,249 x; �7,j34s b. Program Total (List programs below) 1'5,346; Y 185,328 "234.254 Y> ' w.r+w., �Y'1,♦`. -.s ..r. a.. y 4tri._+�5,r, l< t. � ke ^'.� iL2�k u).L ;; ly 42�'�yai {5....sn "YX�.1y✓.wt ay'i:?y w7 >•fa wr'^wt..n : wx.+P At xx,N:a, v ,. r -#*.tea ..��, �4 '..d; Sal' .1"♦ 3. ENDING BALANCE (Subtract 1 - 2) 0 0 0 4. IN-KIND SUPPORT Total from Page 5) 8,876 5,940 5,940 5, NON-CASH ASSETS Notes and comments: 2a. Managing Attorney -156 Office Manager -108 Secretary -108 Iowa City Regional Office AGENCY: Legal Services Core. of Iowa INCOME DETAIL 243 � 3:z� ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEAP PROJECTED NEXT YE 1. Local funding sources(List below) 9,000 9,000 20,000 - 20,000 a. united Play of Johnson County '9,000 '9,000 15,000. 15,000 b. Johnson coup 55,000 'Z5 000 C. .17 d. P3 . ?%• ylf e. Pi ,tin �' f . ..VTi Mit 2. State,Federal,Foundations(List) 184,329 183,383 220,306 7,334 212,972 175,394. 71,092.' 206,944 9,3391' 99,610 199,610- a. Legal Services Corporation 291 .., r _3C ��'13,362 ` 33,362 ?x b. Migrant Legal Action Programs 8,975 d. 3. Contributions/Donations 0 244 0 0 0 4. Special events(List below) 1 282 0 1,282y a. Hos ice striders Marathon 1282 D i zez b. uv C C. of S. Net sales -services - - 6. Net sales -materials - - 7. Interest income8. Other(List below,including misc.) a.bC.TOTAL J241,588 INCOME (Show also on page 2, 193,329192,627 7,334 234,254 line lb) Notes and comments: 3. Designated giving 243 � 3:z� EXPENDITURE DETAIL Iowa City Regional Office AGENCY: Legal Services Cnr*� of Iowa 244 a'I ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM PROGRAM 1. Salaries 1 2 2. Employee benefits & taxes 101,529 103 940 144 690 6 0 138,607 3. Staff development 4. Professional consultation 865 _ 20 _ 350 _ 3 5. Publications/Subscriptions 6. Dues & Memberships 7. Rent _ - 150 - 150 8. 16,632 16,163 16,863 16,863 Utilities _ 9. Telephone i 10. Office supplies & postage ' 20,481 17,376 17,892 _ 17,892 11. Equipment purchase 8 rental 5,968 6,193 6,584 - 6,584 '. Equipment/Office maintenance 4,486 9,112 4,385 5,120 5,120 12 565 13,815 - 13,815 3. Printing & publicity � 315 4. Local transportation 100 - 100 S. Insurance 3,290 2,813 2,866 - 2,866 6. Other (specify): 389 355 291 291 7. Outside Labor ' 538 1,211 1,220 - 8' Liti tion - 1,220 9 , 2 774 667 750 - 750 Pecrvi.tnent ' 0. Consultant Fees: 264 325 � TOTAL EXPENSES (Show also on 350 - 350 page 2, line 2) 193,329 192,627 241,588 7,334 239,254 Notes and comments: 244 a'I AGENCY: Legal Services/Iowa SALARIED POSITIONS Position Title / Last Name FTE* Managing Atty / St. Clair 1.0 Managing Atty / Brown 1.0 Staff Atty / Johnson .5 Staff Atty /_Rutledge 1.0 1984: 3mths 1.0, 3 mths 0.0, 6 mths .8 Staff Atty /Cox 1985: 1.0 1984: .6 Staff Atty / Hill (united Way) 1985: 1.0 t 1984 annual salary: 22,588 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET X CHANGE 21,795 13,809 - - 3,563* 23,520 +4.13 14 121 14.300 14.300 - 15,713 16,470 17,675 +7.32 18,653 11,910 20,625 6,402 9,201 16,200 RESTRICTED FUNDS (Complete detail,Forms 7 8 8) Restricted by: Restricted for: MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers law students 8,876 5,940 5,940 Material Goods Space, utilities, etc. Other: (Please specify) . *Fi y.une LU al Lal�Services Corp./ IA SALARIED POSITIONS Position Title / Last Paralegal / Graham Office Manager / Abel _Secretary / Riagan RPr_Pntinnigt / Rodgers Name FTE - 1.0 1.0 1.0 1.0 AST YEAR ACTUAL 14,372 12,464 10,428 7,265 THIS YEAR PROJECTED 15,810 13,493 10,966 8,418 NEXT YEAR BUDGET 16,780 14,000 11,553 10,037 Y CHANGE +6.14 +3.76 +5.36 +9.23 RESTRICTED FUNDS (Complete detail Forms 7 d 8) Restricted by: Restricted for: MATCHING GRANTS Grantor/Matched by: IN -KING SUPPORT DETAIL Services/Volunteers Material Goods Space, utilities, etc. Other: (Please specify) . "Full-time equivalent: 1.0-Fulltime; .5 -Halftime; etc. 246 a3a� Iowa City Regional Office AGENCY: Legal Services tarp. of Iowa BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) TOTAL ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 24,747 23,517 27,450 FICA 7.15 % x $143,465 .0230 % x $ 93,600 .0013 % x $112,500 00 % x $ 00 $ 71.59)er mo.: indiv. 052 1.3(ter mo.: family 00 % x $ 00 $ 2.50 per month x A x $ 7 35 9 10,959 2 10 2,153 Unemployment ComP. 232 251 147 Worker's Comp. - - - Retirement 14,848 13,325 14 652 Health Ins. - - - Disabilit Ins. 210 910 940 Life Ins. Other — — — If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual None )bamoe 14.40 days per year for years_ to _ days per year for year,_ to Vacation Policy: Maximum Accrual 225 hours 20_00 days per year for years 1 [0 5 24_00 days per year for year 6 to 10 Holidays: 19 days per year. Months of Operation During Year: 12 Hours of Service: 8.30 a.m. — 5:00 p.m. RANGE OF OTHER DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum Related to Supplemental Request Health Insurance _ $_/Mon. for Salary Adjustment: Disability Ins. _ $_,Mon. County $ Life Insurance $_Mon. United Way $ Dental Ins. _ $_JMon. — — Other $ Vacation Days —Days Holidays _ Days Sick Leave _ Days nnruT TnTal t- P'j Conditions of Association Legal Services Corporation of Iowa Agency: Iowa City Regional Office AGENCY Y--- HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County,' telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The Iowa City office of the Legal Services Corporation of Iowa has, in one form or another, been a part of Iowa City's community of services for several years. The original office, Hawkeye Legal Services Society, began providing legal help to the local low-income population in the late sixties, as a delegate agency of HACAP, whose funding came in turn from the Office of Economic Opportunity. In those days, the Iowa City office served the poor in Johnson and Jones Counties. When Congress created the Legal Services Corporation in 1974, the Iowa City office, then Hawkeye Legal Aid, became a direct grantee. The office continued serving the Johnson and Jones County indigent. In 1977 many legal aid offices across Iowa merged into the Legal Services Corporation of Iowa, which received most of its funding from the Legal Services Corporation. The Iowa City office joined LSCI, and became responsible for the legal needs of the poor in a six county area, which included Johnson County. The Legal Services Corporation set as its a funding level that would have permitted legal "minimum access goal"services programs through- out the country to provide two advocates for every 10,000 financially eligible people. LSCI was progressing toward that goal for Iowa when federal budget cuts in 1982 caused the closing of five of its fifteen offices. During the last two years the 10 remaining offices have re- drawn their service areas to cover the areas that had been served by the five closed offices. Presently, the Iowa City Regional Office serves seven counties: Des Moines, Henry, Johnson, Lee, Louisa, Muscatine and Washington. According to census figures, 37,747 financially eligible people live in these counties. At present staffing, 4.9 advocates, the Iowa City office has a ratio of two advocates per 15,407 poor people. With the United Way and Johnson County funding requested, the office would have 5.3 advocates, or two advocates per 14,244 poor people. 248 a3a� rz ACCOUNTABILITY QUESTIONAIRE A. Agency purpose To provide high quality legal assistance free of charge to low-income people in civil law cases. B. Programs & Brief Description The services we provide are not divided into separate programs. We provide legal advice to low-income people residing in our service area, including legal representation in court and before state and federal administrative bodies. We also at- tempt to involve the private bar in the representation of low income FeopTell us what referring financially eligible clients to private attorneys* We need funding too incr ase�our capability to meet the demand in Johnson County, which we estimate to be over one-third of the total number of requests for service we receive. t9a would like to increase our United Way attorney position from 3/5 time to full-time. D. Management 1. Does each professional staff person have a written job description. No formal job description, in part since (VI Yes No X ;he requirements of anadvocate's job are argely dictated by the administrative 2. Is the agency Director,sand 2 udicial decision-making systems.** yearly?- The Directcoer's wort as an aec ocate is Yesevaluated semi-annually. The Director's X Noperformance as a director is monitored on E. Finances a� going basis by the Executive Director in Des Moines, the Litigation Director in 1. Iowa City, & Board of Directors Are there fees for an in DM & Y ofyour services locally. Yes No X a) If "yes", under what circumstances b) Are they flat sliding _ ? c) Please discuss your agency's fundraising efforts, if applicable Although we have sought funding from private and public resources in other counties we serve, United Way has been our only Johnson County funding source. This year, however, we are also seeking funding from the county. We also participated in -the Iowa City Striders Hospice Marathon raising approximately $1200 which we should receive in 1985. 249 *free of charge, and by conducting seminars for attorneys on legal issues that often arise among low-income people. We also attempt to educate the low-income community about their legal rights and re- sponsibilities at speaking engagements in our service area. Finally, we provide all the above services to low-income migrants within our service area through a Spanish-speaking attorney working half-time in our office. **Annual performance evaluations of each advocate are performed. 250 as.29 M F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 952 b) Unduplicated count 739 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 325 b) Unduplicated count 627 3. How many units of service did your agency provide to Johnson County residents last year? 952 4. Please define your unit of service One unit of service is the provision of assistance to one low- income person in connection with one legal problem. It is difficult to predict with any degree of accuracy the numbers of discrete tasks an advocate will perform in a given period of time. The tasks an advocate will, perform are determined by the nature of the problems-, 5. In what ways are you planning for the needs of your service -1 population in the next 5 years? ' First, we are planning to seek an even more extensive volunteer effort from an already cooperative local bar membership. second, we are striving to upgrade and diversify our legal education capabilities, in part through the development of additional written informational materials regarding poverty law issues.** 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. It is difficult to frame our problems in any terms other than lack of advocates. lie seem to be well-known among other service pro- viders, judging from the volume of referrals we receive, and as a general matter we are able to work with other agencies cooperatively in resolving problems. Our primary problem is simply having too few advocates to handle the legal needs of everyone who contacts us with a legitimate request for help. 251 a 3a� *that come through the door. The amount of time spent on each problem could vary from 10 minutes of advice to days of ectvnt. 7. List complaints about your services that you are aware of.. The major criticism is bated on our rejection of cases. As indicated by the information above, we are thinly -staffed, and so the rejection of clients with a genuine need for help becomes inevitable. S. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you fe 1 can be taken to resolve this problem? We have no waiting gist. We are attempting to deal with the problem of understaffing in a few* How many people are currently on your waiting list? N/A 9. In what way are your agency's services publicized? First, we have been providing legal help in Johnson County for so long that most other service providers are well -aware of our existence, and we receive many referrals from those other providers. second, we engage in systematic outreach efforts in the form of community legal education presentations, which inform potential clients and service providers about the law and about the availability of our services. Third, we distribute occasional press releases concerning legal services activities, and receive media coverage calculated to inform the public of the nature of our services. *different ways. We are involving more local attorneys in the provision of services through the Volunteer Lawyers Project. We also attempt to allocate our resources so that, to the extent possible, those people with the most pressing legal needs do get the complete attention of an advocate. Finally, we devote some time to informing our client community of their rights'and duties under the law, so that they can prevent legal difficulties by conducting their affairs accordingly. 253 a3.�� AGENCY GOALS FOR1 Agency Name: Le2a1 Services Corporation of Iowa Year: 1985 Iowa C— yty R onal Office — Name of Program: Legal Services for the Poor in Johnson County LEGAL SERVICES FOR THE POOR IN JOHNSON COUNTY Goal: To ensure that the low-income people of Johnson County. have access to quality legal help, free of charge. Objective A: To provide legal assistance for low-income people who are victims of domestic abuse. Tasks: 1. Work with the Domestic Violence Project to secure legal remedies for abuse victims, including domestic abuse protective orders in court. 2. Work with the Domestic Violence Project to develop a 2LO se domestic abuse injunction kit. Objective.B: To -provide legal assistance for low-income people with public benefits problems. Tasks: Assist people with the following types of problems: I. Improper denial or reduction in the following benefits: - Aid for dependent children (ADC); - Food stamps; - Title XIX (Medicaid); - W.I.C.; and - State papers, the medically needy program, and Hill -Burton benefits (hospital medical care). 2. Improper denial of initial applications or cessations (termination of current benefits) regarding disability benefits. - Supplemental Security Income (SSI; and Social Security Disability Insurance. Objective C: To provide legal assistance for low-income people with housing problems. Tasks: Assist clients with' the following: 254 1. Violations of landlord/tenant law: - lock -outs; - seizure of property; - evictions; and - utility shut -offs. 2. Housing discrimination; 3. Illegal standards/procedures in federal housing programs. Objective D: To provide legal assistance for low-income people with consumer law problems. Tasks: Assist clients with the following types of problems: 1. Illegal garnishment of a person's exempt property; 2. Repossession of unlawfully detained personal property; 3. Unlawful debt collection practices; and 4. Improper utility shut -offs. Objective E: To provide legal assistance for low-income people with employment law problems. (_' Tasks: Assist clients with the following types of problems: 1. Improper denial of unemployment compensation benefits or improper cessation of the same; and 2. Job discrimination. Objective F: To provide legal assistance for low-income people with institutional problems. Tasks: Assist clients with the following types of problems: 1. Unlawful procedures involving involuntary transfers of patients who reside in nursing homes; 2. Unlawful denial of residents' rights in nursing homes; and 3. Disputes a client may have with his or her guardian or conservator. 255 �3�� FA Goal: To provide opportunities for low-income people in Johnson County to learn about their legal rights and remedies. Objective A: To educate low-income people regarding their rights so that they may become effective advocates for themselves. Tasks: 1. Publish in conjunction with the Senior Center a monthly article in the Post on a topic of concern to senior citizens; teach a monthly class at the Senior Center on the topic of that month's article. 2. Hold about six legal education presentations on topics of particular interest to the poor. 3. Provide written materials explaining the law to the local low-income population, through consultation with individual clients and at legal education presentations to groups. 4. Inform other service providers of the written materials available through Legal Services, to ensure wide distribution of such materials to the local poor population. Goal: To continue the efforts to enlist the assistance of the private bar. Objective A: To devote a substantial amount of time to the Volunteer Lawyers Project. Tasks: 1. Attempt to recruit additional attorneys to sign up for the Project. 2. Conduct continuing legal education classes on poverty law for attorneys. 3. Meet with the Johnson County Bar to explore possibility of starting a referral process for accepting reduced fee cases. Goal: To promote information exchange and assistance with other agencies. Objective A: To coordinate with other'agencies providing services to the low-income population in order to maximize information -sharing and mutual referrals. Tasks: 1. Conduct eight to ten brown bag lunches with a cJuest speaker from other agencies. 256 2. Provide support, training., and/or information to other other service providers, as needed. 3. Meet with the Domestic Violence Project Director to develop a referral system for domestic abuse cases. Resources Needed to Accomplish Program Tasks 1. One full-time attorney. 2. Miscellaneous supplies for legal work, community education and outreach. 3. Travel expenses. 4. Professional liability insurance. Cost of Needed Resources 20,000 (15,000 from United Way and 5,000 from Johnson County) F`! 1985 257 a3IRI1 UNITED NAY OF JOHNSON COUNTY CITY OF IOWA CITY • JOHNSON COUNTY gHUMAN SERVICE AGENCY BUDGET FORM XXXXXXXXXXXXXX FISC¢��1j6A_.L,,Y�}R.�9�R YEAR 1985 �e�aryou ArAagency uses) DIRECTOR: o,.. movirov AGENCY WE: Mayor's Youth Employment ADDRESS: 9 S. Linn St. PHONE: 337-3020/337-8636 COMPLETED BY: Peg McElroy APPROVED BY BOARD: 4thZorlze s nature on 11/7/84 Joan Jehl COVER PAGE date Treasurer Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1, Iowa Youth Corps. In -School Compuuent: An, academic work ex rien prugrum for disadvantaged youth ages 14-19.5. You gain work experience by placemen[ in the public and private, non-profit sectors and private sector working 8-20 hours weekly. MYEP provides partial or full funding fthe t youth, career and vocational counseling, advocacy and follow-up an their work performance. 2. Iowa Youth Corps. Summer Component: A summer program for youth ages 15-18. Youthparticipate in an 8 week program designed to combine .conservation education with the opportunity to gain work experience. Youth are paid for 30 hours of work and participate in 10 hours of conservation education (unpaid) weekly. Local Funding Summary: City of Iowa City Johnson County City of Coralviile FY 86 SUPPLEMENTAL REQUEST: Director's Salary Adjustment CALENDAR FY 84 FY 85 25,000 2,000 1,600 TOTAL OTHER $ 2,856 $ 2,399 $ 29,076 I $29,000 $ 2,200 1 $ 3,144 i 1,750 I $ 1,750 COUNTY UNITE $ 124 $ 333 258 '� 3.)k a 1 1 1 1 1 1 1 1 1 1 1 AGENCY: Mayor's Youth Employment INCOME DETAIL. ACTUAL THIS YEA! BUDGETED ADMIN. PROGRAM PROGRAM LAST YEA 1 LROJECTE1 NEXT YE1. P4 1 2 Local funding sources(List below: $70,947 $54,38f 542,651 $8.776 524 832 59 043 a. CDBG'V3 134,300 . ... ..... 1 , 1 M, b. Citv of Coralville 75C 4' 1%�8 0 0' , 378' C. Citv of Iowa Citv EXPENDITURE DETAIL 1. Salaries 2. Employee benefits & taxes 3. Staff development 4. Professional consultation S. Publications/Subscriptions 6. Iowa Youth Corps. Camp 7. Rent 8. Utilities 9. Telephone 0. Office supplies & postage 11. *Equipment purchase & rental AGENCY: Mayor's Youth Employment Program ACTUAL I THIS YEAR I BUDGETED I AST YEAR PROJECTED NEXT YEAR ADMIN. PROGRAM 1 ;78,603 $50.448 1 551 731 A n ia 11 6J 1,216 1 800 1 53 1 25 5,87 L3. Printing & publicity 716 400 l4. Local transportation 400 80 240 607 600 600 150 300 .5. Insurance 638 1,050 1,050 ' S0 500 6. Other (specify): Private 7, *MYEP/IL Audit 910 B. Recreational: Awards 84 17 60 07 9**Work Study 746 1• Program SuppF 761 400 400 TOTAL EXPENSES (Show also an 50 page Mine 2)$99.692 $87,441 $76,901 $12,59537'-763 26 Notes and comments: *Computer equipment $400 Iowa Youth Corps. tools $400 #°Work we no study has been separated longer work with from salaries as work study students. 261 2 150 500 a ) -;'-P BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) 'I CA 7.0 % x 215 % x $ 51,733 $ 24.709 Jnemployment Come. 7 Horker's Comp. $5 2.5 100 6 :ageper s5 51,733 661 1,155 5.75% x $ 20,089 Retirement $ 91 per mo.:l indiv. 310 Health Ins. a per mo.: $ 26 $ 5 family per mon per month Disabilit Ins. Life Ins. nthnr Parking 6 % x per mons AGENCY:Mavor's Youth Employment ACTUAL LAST YEAR 57,955 FY 84 S5,801 THIS YEAR PROJECTED $7,304 $3 532 BUDGETED NEXT YEAR $7,535 VY sr, $3,621 ReimbursabLdl 7 969 1,033 1,081 661 1,155 474 852 1,092 h 310 310 52 56 72 72 If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 1,44&' urs 12.5 days per year for years 0 Lo term _ days per year for year— to Vacation Policy: Maximum Accrual 192 hours 12.5 days per year for years0 to ttL days per year for year _ to _ 263 a3aP Holidays: 10 Holidays 1 Personal Day i I1 days per year. Months of Operation During Year: Sept–July i Hours of Service: 8.30-4:30 M–F RANGE OF OTHER DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS M n mum Maximum Related to Supplemental Request Health Insurance 12 $ 59 Mon. for Salary Adjustment: Disability Ins. 1 3 $ 26 County $ 194_ nIns.*c Incl /S Mon. United Way $ X99 DentalLife $ Mon. T2-517.5 Days Other x.799 Vacation Days Holidays LJ— 11— Days Sick Leave 12.512_5 Days 2 Parking - __ 3 POINTTOTAL 5D (JL.^ded) v 263 a3aP OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Iowa Youth Corps. In—School Compon n /Sommer Program 1. Restricted by: Office for Planning and Programming 2. Source of fund: State of Iowa 3. Purpose for which restricted: As stated by grant categories 4. Are investment earnings available for current unrestricted expenses? Yes 7LNo If Yes, what amount: Reimbursable Grant 5. Date when restriction became effective: 9/1/84 and 6/1/85 j6. Date when restriction expires: 5/31/85 and 9/15/85 I 7. Current balance of this fund: $12,420 (In—School) —0— (Summer) B. Name of Restricted Fund 1. Restricted by: I 2. Source of fund: I 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: l C. Name of Restricted Fund 1. Restricted by: i 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 264 a3�� Conditions of Association Agency, Mayor's Youth Employment Program AGENCY HISTORY (On this Page Only, Plsasa summarize the history of your agency, sepMslel all Johnson County, telling of your purpose and goals, put and current activities and future plans. Piave up -data annually.) Since 1968, Mayor's Youth Eeplofeent Program has provided subsidized employment for disadvantaged youth of lava Cly and the surrounding Lasa.. Iliad In Johnson County. Young people between the ages of 14 - 19.5. who neat the eligibility guidelines, gain supervised work experience designed toe 0:% them in completing [heir secondary education and prepare for self-•ufflclen cy a• adults. Youth ere referred to the program by parents, guardians, friends, school counselor• end teachers, the Department of Social Service., Job Service of love, Grant Wood AEA and several youth serving agencies. Youth who are from families whose gross Income Is equal to or under the Office for Management and Budget poverty guidelines (family of 4 for FY 1985 is $10,100 Annual tneo.e), or who are recipient. of Aid to Families of Dependent Children, qualify for the program. In addition, youth who have bean determined as disadvantaged for some other reason such as fully disruption, In foster care, learning disabilities, physical, mental, section - .1 or behavior I handicaps, potential school vlthd revel, or judged e• delinquent, •ay be c.n.ld,red. Following an Interview with MYEP std f, an epPrnpr'ate vorkd to la detenlned based an career Roe A. daily :ch eeu tae, Ana tr ens par sail an Capabilities. VorNsit< <upervl.... Interview potential student employ a es sign a work trelnl ng agreement and youth are placed for the school year. Supervisor, camp) e to .vel nation• every 2 - 0 ..nth• ad MYEP staff .eel regularly Ath youth end I.P.-lssr throughout the academic year. In January of 1984, MYEP expended Its programming to Include plaCe.ent of youth In the private Sector for on the Job training. MYEP reimburses the private employer for 502 of the payroll casts Incurred during the test Ales I'erlod (generally the first 100 - 700 hours of e.ploy- .ent). If the student Is successful during the trelnbig pe r lad, ./he Is transitioned to coeq,elltive emplupent. A longer Period of training as, be negmtlaleI if tilt <aployer and MYEP •call pere.i,e It I. nee e ss e r.. 710. program, -Lich has the sane qualifying criteria as the In-Achnnl cum pnnart, Pravtdo. expanded career exploration for youth at less con tben total vane lad huldy, therefore, more young people can be served. In edditi.o. HIhP dl rex tot -0441 closely In placing youth through JTPA an try out e.I,)"me"' aid 0" In the Pr'vete lector. in 'hi• case MYEP Incurs n0 eapen.t either then the dlrertn4's tl.e In Jnb.11e Aewelnymem .std tallow -say. MR In .....r of 1981, MYEP expanded Its progrumdng to Include the lows Youth Corps. Con Serwulon Pc oJart. Youth, ages 15 - 18. are randomly •elected by OAe Stn a of lone to work 10 hours verkly at minimum wage and receive 10 hour of Looser!A it.. ed.csci.. (unpeld) for semen weeks. Young people end their .or Nslte supervisors here Particlp.ted In work proJecl• for the City of love City, The Iove Ciy Coasue l[F Sdmol District end the Un l we ratty of Iove Fl old Campus. Ia additia-. South readied the Stale Fairground. for the Dea Mo l ...State Fair In 1981 and conatrucled nature troll. et Camp Dodge In Madrid, lase. An err dllenl program that that eccoapllsh , needed c..mmrvealon vorN on pub'lc land a, provide. galnful--Ployment far 15 - IS Icer mid female. anA melee from all social, economic, ethnic end racial backgrounds and devel mpg en underte Ading end _ vpPreclslion. In participating youth, of love's mlurwl onrlronme nl end he rf to Age. MYEP trlva• to prepare young people for the "world of work" by Affording them the opportunity to leer. the basic. Including Intervle.ing t.chnlques, timeliness, good grooming habits, work quality, honer y, c ourtecuuese„ effective lntelsction with supervisor. and co-workers end development of goad work references. Ultimately, the prograw prepares disadvantaged youth far transition II publlcly funded Pamplona to cowtitive-ployment. Without such •.. 'stance, significant barriers to future saploy sent could ..let. ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose To provide disadvantaged youth with supervised work experience, educational services and other opportunities designed to assist them in completing their secondary education and becoming self- sufficient adults. B. Programs 6 Brief Description 1. In -School Component: An academic school year program for disadvantaged youth ages 14-19.5. Youth gain work experience by placement in the public and private, non-profit sectors and private sector. 2. Summer Component: Youth ages 15-18 participate in a 8 week, 40 hour C. Tell us what you need funding for. work/earn/learn program. Funding is used for match of funds provided by the State of Iowa for subsidized youth employment and expenses related to educating, counsel- ing, and follow-up of young people placed on the program. Funds are also used to provide match for youth wages in the private sector. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes No X a) If 'yes', under what circumstances b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable (Approved by United Way - Iowa City Striders Hospice Marathon) Seeking individuals to pledge funds for runners/walkers in the annual event. 266 a3�f F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 419 b) Unduplicated count 179 Outside City and Coralville limits: 10 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 380 City of Coralville unduplicated: 9 b) Unduplicated count 160 3. How many units of service did your agency provide to Johnson County residents last year? 11.780 4. Please define your unit of service 1 -new contact, 1 -youth employed, 1-1 hour of counseling, 1=1 hour of career counseling 1= 1 youth referred, 1=1 workshop attended 1-1 vocational class taught, 1-1 20 minute interview conducted with youth. 1-1 hour of job training, 1-1 hour of learning experience. S. In what ways are you planning for the needs of your service population in the next 5 years? Placement in the -private sector in addition to public/private non- profit sectors; inclusion of a summer program; coalition formed of other youth serving employment people to expand placement capabilities; use of tax incentive programs designed to create emplgy@e>9felboi op 't WntVtyherroprr?jBig�t�iefgaeapim:Mfdvant to your agency's programs, funding or service delivery. MYEP is interested in continuing to pursue the concept of combined facilities with other youth serving or'human service agencies in the area. In order to keep administrative costs down it is imperative that we are located in a building with shared maintenance costs and little or no rent. We currently share a clerical support person with another private employer and find that it works rather well most of the time. The director is greatful that the number of programs operated have decreased her administrative time so that she can work more closely with teenagers in Johnson County. She also feels that she needs more experience in counseling with youth and plans to increase her expertise in this area. 267 7. List complaints about your services that you are aware of. Inability to place all youth requesting our services. Youth request additional hours during the in—school component (more than 10 per week). Our office is difficult to find because we share space in a building on S. Linn St. that does not have $.s'98 985 AS179ta waiting list or have you had to turn people away for lack of ability to serve them? what measures do you feel can be taken to resolve this problem? yes throw h coa ion f youth serving employment providers we are in6reasin� tfie num oYo youth How many people are currently on your waiting list? served. November 8, 1984: 14 9. In what way are your agency's services publicized? Brochures, information up—dates for school counselors, Grant Wood AEA work experience instructors, school teachers, administrators human service and other youth serving agencies, are utilized. Periodic press releases and requests for coverage from local and county newspapers have been excellent. Posters are used. Development of a documentary shown on the community access channel has increased our exposure. We are listed in the blue pages, the yellow pages and the business section of the telephone book. Job Service of Iowa regularly posts information concerning our program. 268 a3�� PERFORMANCE APPRAISAL SYSTEM 81-245D ANNUAL GOAL SETTING FORM BASIC GOALS for Mayor's Youth Employment Program Period covered July - June 1985 GOAL OBJECTIVE METHOD OF MEASUREMENT . Enter revisions here if needed during r. .Key verbs from Job description Specific performance factors Tasks, s.tandards of achievemept .Tied to overall dept./library goals What to achieve in tangible terms, checkpoint's/ .Emphasis points for coming year Match to goal number deadlines (specific to the person) Letter if more than 1 to a goal .Number in priority order 1. CcrdWW lob devdoptent for scroll", with PA1Lc ud la, Davalcps All wotksltal for yu,th. psectors,ul aactoof Jduu0nmty. I10. Awvievs And evalwtw aPpraprlaLaceas of wo:kslts and IAI• odstig Iwkaltei con for oonclrugd L VOlvesr_ -h lockalta srpsrvlser as A quality work q"I— for wollw. Parr IAdyl• Ice 2. IleWt, certify eligible. Placa Ard follow-up m youth IC. Assists wockalta 11wsVIeor In PIaVldlrg an srcallent work ca o 'a' IUs wakaltaa cortsutW for iMclvsasot In {so9rw wlrallr. egsrlurw for swallw. goLgl. otas In Jol"Arty Ice Ward of dltactora seek mltvual IA. nacnats Potantlal scuollwa aW 14-19 1/I (Sun.Ar IS -101.1 IAI. With I. PWIndlvldul CORMMUg saeslms W sake approfet,ta ID. contacts afpr pow Ara soployera or agccI. to daterelos rs, workslts, Ion-glingl. rrlertals for erwclloss. eligibility. bysLp W A�Lrlatac avabutlm of IaYslts rd syparvlaa i . lC. Intervieva prospective youth wolless. /. Adtinlatar ovaluatlow of wollr to the pm rwa. In with carr goals that assts 701. w1,t11 wW les Lr4pu2 lanvaelly/myl. ID. Ppacs wcekslts aligned 1 ld. OOsarve alts, u{IecvLaw eflactivaroaa Ibl-anu+slly - tranaportaim And srdekaLg dmunds. S. OeNlcp Ard org.W re asuc tiorsl, cuitu,,i ud recaAtloml 2e Contacts supuvlenr/anallw to detualne If smtha Aftw wallas is P1.001 1100- wockalts sctivUlw for scacllaw. rAJectiws are balm mt. ICI. Provide stats of Iowa N1c1 W bb se stfactivs n{+rwlsor !u yeml pmp10 at beg Luling of pralrw 110-edimlt Septusbar•oac, 6. F"llimita the meaolty with the pnlran W hudls puhlic 1A. Piers "Joie Club" class wlbl eplp]u1.Ce. elaeert MO. nlstione with Adatlrq Agrcies. LI. Plw coo salLg aaaslm Il ul A[W Inc/wrkslts Aycrvlsor IC1. sod mthly maletw to wackstte supatvlset Ancorv:b. dssn swry. 7. Awuw e o K"ActivltW and .wants Irorthlyl. ragnrlblllty, for addnlstrative W tlrwrclal j ICI. Wb parLadlc volts, tsloplors calls, W. ts dlscaa setivlcY of the pwoiru. l.]rakata lathe retards. evalWtlw. Q. ec relationship ud WwOuverass Ice-goingl mplay. /empbyeA 0. Asst Ard V. Crt1CJ Periodic visits W worksite. T Amitat lab ps[loreuns Of other MIP staff, 7A1. Cntsct, aOA verbal prardltstlma to Iw City 03aan1l w`. -b,Icts Kitten wLLWtlas. practlw students W yak study sttdants. scJool District ud Jotuwal 0 ty edmis cowualoru 9. SA. dwlops all soethly workshops for arwollsw, adeln WAtOn, rasura rm twdsrs, m. teachers with corm. Menge psogrm 000crdwg to stanWrds wt forth M atsts o! 'a0• avulops all mvwvatim Activities for 11C enrollees. ln[orswtlan m psolrw (tall And spingl. Iw - office for Plar ang, and Pradrerairg, oeparbwlt of labor, SC. Davelops Jds Mt, clear !or wallow. W. Contact WoodM work asxwlth laorwsl City of 1w City And All War funding bodies, awrentrl�� soci�a�nAnd tlW 6A. ILrdles All PSA's mgardLg prolan. 10. 9Ao mphnsils Arld f MY@ ba N, Cloy prograa (fall end sprLnll. bran service eacvlce sysclw IrclW lrq OapArbent I Citrd# rv:y Ioatstlatica aC Iva City, Jahuon mnCy Omrd odelaoas, City of 60. AtteWs all Agerr.Y Director"swtlrgs SrRav y 6C. Gives p.blic plertatlms dcec,lblrq vW aW=Y pu7a gel. QntsR social Servlowith "mt lsformstlm m p"WAs (fall o• es mrAlvllle, lou City 1]neelty, School District, 0malttw m acaivitlw. spring). CserWCy deeds, Udtod wsY, stets Of Iowa a4- otter, rsv fudlrg 6D. participates Inplanningplaing in Iva Clty.Idwm Osnty related IAI. Dltp and sen) PSA's ts LLL Ares nrmpprs ab fade [files. t to hvs n service agwcles.I 6L. PLyns regarding availability of prolua It'll and apLgl• t�• � Il. Soak and dmLcp nw eewosa for fu dL 9, mintaln anent 15 year Amlaermry. IDI. Swd valve, of IKasaUm to deslrnAted arIploysr/ria. Wj lading sauces. I I orratlan (day of Intervll. rag,eetirg eerdfleiatlm ILLw Y PERFORMANCE APPRAISAL SYSTEM 81-2450 ANNUAL GOAL SETTING FORM BASIC GOALS for Mayor's Youth Employment Program Period covered July - June 1985 GOAL . Enter revisions here if needed during .Key verbs from Job description .Tied to overall dept./library goals .Emphasis points for coming year (specific to the person) OBJECTIVE .Specific performance factors .What to achieve .Match to goal number .Letter if more than 1 to a goal METHOD OF MEASUREMENT Tasks, standards of achievement In tangible terms, checkpoints/ deadlines • 70. 0drdds Intatvlww, with prcapactbve r:kalta 11 wank after 7A. hepass all time records, drek rgasts, purdlar lntav1w/a11gIb1LLty q[tlf catlool. (pct 13. Wlntaln ofllos egdparet, rterlals ad supplies orad by [opl0ItLo,. M. IkK wM stulont ard.w rkelta wpetvlsor. ' •'J 1 myor'a Youth. 70. CMaltps 1rrl7ot, sutolts to local furling sources for fudlrg 7o1. Telgcar etployer to detetalm pLa t affo,,L r s (1 11. IYat with bard of Qaedors to dlxvae yprwal, twlw aM cbeatvas amid terllet. wad after plaamntl. agrry activltles 7C. Prepares llm lal stataamta for bond ad ladhg bodies. 707, 0:eeou with atalent aruellso affactlw pla® t honMly ad solicit reo>amdatloos. M. Hadlme nlaWrsont rngasts fry fu-UgJmlr. avkshp). 72. {Igocts reaults of weal fhrnclal adlt. 701. Contact sdml coaualor aM parent/guardian for 7P. lWalles haurarsas pout!" foc awrye{ptprlatrreae of plaoumet Ibelon/after plaw,untl. V 0 all. Mvlop Jab descriptions far 10W staff, ill. All Yash attaN Jda chb class to lean Job saws Lng W Ba. Warta ram, staff to pryrr. k Be. waluates staff perforouo. atpirg still (ethedtled Lnmdlately alter Intavlw - 7 Gys/71oun oath day). 9A. Cbomvr rapletloa of all fudhg lodlas ad ognrbwt of ]BI. Olaaa myolM rooamlty for matwllrcy for atdunta Wtrar. uuuem.f.1 at uctAslta, adool ar Imo or IrvMg paaoul 90. Negotiation contracts with fadbg baflsa. pobler (onyolrgl. 9C. IbMles repots tegdnd b/ agonies. 1117. Itaduct amthl y vx Wnp>. for all aludrrts (last 7lsrrrby of 10A. IWa1les all statistics {programs participants. for I hourl.rtlelpants. � - 100. Pnertva statistical reports for ladhg bones aM 1—rd of cal. , �...'I apMr avkaln opecvleor I wok alter Placement. dlractacs. N1. Paiodlc visit 1 aonM alter pla t. IIA. IWdles wadi fame Irogrr [adlry sourorl melntalru eeletirg ooacr. ICI. written evaluation 1 aontha altar plaoment. Final 17A. Wjotletes Wass for offloa, avalustlon IIMY for hr.dmll. Iia. Purdurs ad salntalra raeuaaary offim' qulpnent, IQ. wtrl[[m avaluatlon 1 woks after sunme plan.snt. Aral fumltun, tmla for time lar Youth Cups, effloe ad ntlrr malwtlon at ed of prolrar lJuly forluseor pro7tenl. sgplles. kl. Mrltten evaluatlma aunt to atukelte W patent/WardW Ile, Mrinthhu hwartory of equlplaot ad agpllas. (after alb waluatlol is osal¢tod). I IIA. Moue tequUrly with hoa[d of dl[artma to •{pdr th- Of Ingrm. 110, moults with board wraiwa for major dclalaa ad dwgr for a•/nry. 11C. &tabllatrs coswltter of the l W. BASIC GOALS for Mayor's Youth Employment PERFORMANCE APPRAISAL SYSTEM ANNUAL GOAL SETTING FORM Program Period 81-245D covered July - June 1985 GOAL OBJECTIVE METHOD OF MEASUREMENT Enter revisions here if needed during r. . .Key verbs from Job description Specific performance factors Tasks, standards of achievement .Tied to overall dept./library goals What to achieve in tangible terms, checkpoints/ .Emphasis points for coming year Match to goal number deadlines (specific to the person) Letter if more than 1 to a goal .Number in priority order W. Notlm to stldm¢s of amthly topic 12 ta.PA before Ifamday each amUtl. 561. Ml Yiratle of W.M tlm activlLLas Irassntad to students lot roally IYC Night in Myl. SCI. evuvlev of lois club classes hold tat aUdent lntarvleal. 5C7. 1 wwak of lob srrdt oridlctad follwlrq trek of Ida club N � clacw. V N W. KA's at meat of in-edml IfLLll ad swrocr (f'ebruarYl. 681. Iinthly (Id MadaY ad T sad y 17-1 P.s.). W. Plan bolaf treawdatim of ayweica putde rd {rWraoa 49.11 wUnv-). W. Sd dta Um ramds by mm (W-vtmk1YJ to MY f" proeesaltg. Payroll aleck. wlld by 7 P.s. (bl-eweklyl. 7A7. Omdt regwta ad pwdtase rvquLltlorm adNttd by Mal 16th of oath =th for pryaont to Wdors m Ur 16th ua 7Id.- 781. fidget (retard Ifalll. ., 787. W).t appro by bra IfLLI). M. Bullet addttd to fudlrq bodies ([Nauss r). 7 7h6. N alta of lwditq prmms ramlved (April). 785. Whet nWaad aid retortd b toard IAlrll-.ltarl. 786. haslet In form (Imml• ' 707. lvgot wvlatad tquartarlyl- 7C1. "Udy fhmaaal reports fro. MIC roomwd 15th of annb ad comolldatd in w retort. Raportd to 1—rd W fmdu.) Isdlea at [Hard amUtn WM I e tfml- W. nnuwnt wpaditwvs W {%Vlore rtPorb fir 014 0891 of w PERFORMANCE AP. IISAL SYSTEM RI_py ANNUAL GOAL SETTING FORM BASIC GOALS for Mayor's Youth rmnloyment Prngram GOAL . Enter revisions here if needed during .Key verbs from Job description .Tied to overall dept./library goals .Emphasis points for coming year (specific to the person) OBJECTIVE Period covered July - June 1985 .Specific performance factors .What to achieve .Hatch to goal number .Letter if more than 1 to a goal METHOD OF MEASUREMENT Tasks, standards of achievement in tangible terms, checkpoints% deadlines 707. ltathly 11wnL1 [emcee sent W all other fudwg bxdies fallaltg AgettvU Of hortd Of dlrwtM i vety 7 eontNl. (y 711. SSW fnlcsertion fpr Adult tg fDIC Aoao " yeed `!.. o tract dates lmyalrgl. 7@. itgret Audit to hood of dirwtan IJurr), tap (Jur) Ad othu furdlrg belle 1July). ' 0A1. Joh dmsarfptlar dnalOW srd reviewed (an-90frg1. N N d01. orlentdlm for staff (onyolrg). dCl. Weluetiae inducted 16 waeis After Ntingl. lag tart! staff MIUAUau inducted (6 od1u, 1 yeal. 9A1, pas cent to Actml lard for 0e6rrt1dnt of Irhor (dry N Intervlr with student few Ledists pl O t ad 7 week After plAoernt it, students perticiptbg In lobe clubl. W. owdltlor of essaclallon minad (sarrllyl. r 901. OntrActs studied ird revieeedl WiC IJur), tidied (Aprlll, OPP ISOptartrre April), ®0 ISOptabar. April). 10A1. StAtistio moordd In files Imr701ng). 1001 StAtistio sant tO 001C Igurtarlyl. 1007 Statistics sent to OPP (JJY, oat ferl. 10117 Statistics not to am Isemtidy M 15th). I .1001 St usucs not to ourr fudbg hodlss IstmAlly). f. �I 11A1. "t hid Ilan Savlcs fbordWtor to dlsan fudlrt7 Aswan IWrmWly). IIA7. Omtaet OPP for err, reA0lrCn luwgully).' 1IIA1, Orrull with otlrr youth asrvlrg sgeroln tegitdirg IWe for Youth eglofeant IAaeully). PERFORMANCE APPRAISAL SYSTEM ANNUAL GOAL SETTING FORM BASIC GOALS for Mayor s Youth Employment Program Period covered July - June 1985 B1-2450 GOAL OBJECTIVE METHOD OF MEASUREMENT . Enter revisions here if needed during r. .Key verbs from job description Specific performance factors Tasks, standards of achievement .Tied to overall dept./library goals What to achieve in tangible terms, checkpoints/ .Emphasis points for coming year Match to goal number deadlines (specific to the person) ,Letter if more than 1 to a goal .Number in priority order N tVil 11A1, C=ult fadatlm Wkclimla fmr [=ding 17AI, tbgatJatms learea for mtflm lamally). I i 1281, ngiort N MIC Wiwi sA FMt' Ianma11Y1. 1287. Pr -puma agAlpwi,t Ylnte ap®nt= J�llyl. 12CI. 1m twy of all atw1la ud pd)mmnt . mplatmd (a lly). i "A" Ag=da PWWW ad dia with lord 1rmldent 12 vaeAa hfm .meting hld .v=y 2 month). 12A2, Agmda amt m mud am s 12 wmka Eefma moetingl. 120, rin "l r*Ps laepa,md ad Ww m mnd s thg. 12A4. 1Wutu of m Lig sant after alperl of a tory I7 wawA after mrtLgl. 1381. 4 rd asih=a m=ultd u a 9RW W." 2 a th). 1387, 110" mmhen mmulted u i dlvldualm (myohg), W. B rd n® wa m ,itd !n mmltt Ivry WW ■nth tr u madw). 1202, Qadtt atabllatd M mud ad dlraolmr (.C=llr). i 1201, B W mwbua r. LW Im•golo2l with =urvnt mud. Mayor's Youth Employment Program SERVING YOUTH OF JOHNSON COUNTY 9 S. Linn Street • Iowa City, IA 52240 319.337-3020 Targeted Projects/Programs Since Evaluation (June/1983) Continue Private Sector Program , Result: Private Sector Program continued with placement 7 sites at a cost of $1,014.17. 2. Develop a program for Iowa City Downtown Beautification Results: 6 youth and adults hired on the MYEP/Independent Living CDBG grant maintained the downtown area from October — December and again in spring. Dave Parsons from Frohwein's Supply provided indirect supervision and purchased supplies for the groups use. Develop a coalition with Independent Living in order to place disadvantaged youth working with disabled adults. Results: Approximately 44 youth and adults participated in a 9 month work experience program that included place— ment in the public and private sectors of Iowa City. The $30,000 grant provided wages for youth, adults and administrative staff and supervisors. This program was considered a tremendous success by our funding bodies, therefore, we were asked to consider applying for additional funds in our budgets to continue this program. Currently, a grant is being written to the State of Iowa to continue funding of this project in fall. 4. Develop a public relations plan with area resources. Results: This project is in progress. Media coverage for the program included sending PSA's to all area news— papers and radios; contact with Iowa City Press Citizen and Daily Iowan journalists for coverage; and use of the community access channel. i 5. Foster increased communication/collaboration with other 'youth serving agencies. Results: MYEP presented a proposal to CCN to purchase I property that would ouse MYEP, Youth Homes and United Action for Youth. I served on the steering committee to house 14 human service agencies in a newly constructed building. Both funding requests were denied, however, the latter concept is still in progress. I served as agency representative for the director's salary study. I served on the Juvenile Diversion Board for the second year. 6. Produce a documentary on youth as volunteers. Results: A 25 minute documentary entitled "Iowa Youth Voluntedr Day" was developed with the assistance of two 17 year old youths. The documentary won the states 274 a312P Targeted Projects Continued "Most Innovative Project" and has been aired several times on the community access channel. Funding for this project was provided by Hawkeye CableVision and Access Iowa City.. Several board members viewed this documentary at the reunion of the Iowa Youth Corps. of 83 in October. 7. Develop a computer program for file maintenance, accounting and word processing. Results: Two computers were used. I underwent training for software programs that would accommodate our needs. Word Star is our word processing program. Logicalc is our accounting program and Personal Pearl will maintain our files.in FY 85. Specify Activities for Future Completion 1. Continue development of a public relations plan. 2. Convert all files to software programs. 3. Incorporate the Jobs Club into the in -school component. 4. Consider operating the DTPA program in Johnson County next summer. 5. Continue the coalition with MYEP/Independent Living. 6. Continue as an active member of the joint human service facility planning committee. 7. Include case file reports to the board of directors. 8. Enroll in a counseling class as part of staff development. 9. Develop a coalition of youth serving employment counselors. 10. Develop a "Director to Director" guide for contact with other State of Iowa OPP directors. 11. Plan a open house and anniversary (15 years) activity " as part of promotion of the program. 12. Assist the OPP staff in conducting state camp in Iowa City in summer. 13. Study the program and administrative costs of the program. 275 a3alf UNITED WAY OF JOHNSON COUNTY CITY OF IOWA CITY • JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM FISCAL YEAR 198 CALENDAR YEAR 1985 e e year your agency uses) DIRECTOR: Arthur J. Schut AGENCY NAME: MECCA ADDRESS: 1701 S. Riverside nriye PHONE: 351-4357 COMPLETED BY: Arthur J. Schut APPROVED BY BOARD: uthorized signature COVER PAGE __MAINTENANCE on )/ date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) PROGRAM #1 PREVENTION SERVICES develop and implement pro,^,.rmming designed offers special workshops, presentations, and inservices related to substance abuse prevention and wellness. The Elderly Outreach Project recogni^es Senior Citizens as a special population and provides education, treatment, & rehabilitation services. PROGRAM #2 RESIDENTIAL/HALFWAY HOUSE is a residential facility for recovering male substance abusers over the age of 18. The purpose is to assist people in integrating a more successful and healthful lifestyle by providing support, education, and .counseling in a semi -structured living environment. PROGRAM #3 OUTPATIENT TREATMENT services are designed to serve a variety of persons In the community. Services include individual, group, & family counseling, as well as assessment, referral, and consultation. Services are available to individuals having problems with substances, their families, and other community members having involvement with substance abusers. PROGRAM #4 ACUTE CARE -- See attachetlrp oQram description. Local Funding Summary: CALENDAR YEARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 YEARS City of Iowa City 1 $ NA $ NA $ 10.000 Johnson County $ 95,000 $ 103,000 $103,000 ' City of Coralville I $ 500 I $ 500 $ 2,000 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ NA $ $ $ *Designated Agency - funds received are included in income line 13, page 3. 27E . 3 -?V 1983 1/1/843/31/84 4/1/843/31/85 (4/1/83/31/86) United Way of Johnson County NA $ NA 1 $ $ 3,000 FISCAL FY 84 FY 85 FY 86 YEARS City of Iowa City 1 $ NA $ NA $ 10.000 Johnson County $ 95,000 $ 103,000 $103,000 ' City of Coralville I $ 500 I $ 500 $ 2,000 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ NA $ $ $ *Designated Agency - funds received are included in income line 13, page 3. 27E . 3 -?V BENE TAXES A. (List TOTAL FICA Unem, Work Red Heal Disal Life Othei If all .<. Sick Vacal Holic Montt Hour: Resident DIRECTO Health Disabil Life In Dental "Vacatio Holiday "Sick Le POIN1 "The Di per wee 40 hour ■" Ref] BENEFIT DETAIL ATTACHMENT Health/Hospitalization Insurance through the United Way Agency Plan, includes the following: Single BC/BS, single dental, single prescription -- $70.93/month OR Family BC/BS, single dental, single prescription -- $137.45/month Whenever employees have family insurance coverage and a spouse has additional coverage, MECCA will implement one of two economizing measures; 1) Solicit the spouse's employer to pay a portion of the MECCA employee's family coverage; 2) Pay a portion of the employee's cost of coverage under the spouse's policy. Both approaches provide the employee with the samelevel of family coverage, eliminate redundant insurance, and reduce costs for MECCA. In addition, MECCA operates a "modified self insurance" program for health care. Since the original MECCA health insurance coverage was first dollar and MECCA originally paid the full premium, MECCA escrows an amount each month to assist employees with out of pocket co-insurance expenses exceeding a limit. The limit for single coverage employees is $200.00; the limit for family coverage employees is $500.00. MECCA currently escrows 75% of its potential liability. 288 a.3 Zi OPTIONAL BUDGET FORM: AGENCY: (Indicate N/A if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund IDSA - Treatment 1. Restricted by: Source, Iowa Code and Purchase of Service Contract 2. Source of fund: Iowa Department of Substance Abuse 3. Purpose for which restricted: S?a�tiafepa6mentT�o�tun Y �ts of service provide 4. Are investment earnings available for current unrestricted expenses? _Yes No If Yes, what amount: N/A - partial reimbursement for service 5. Date when restriction became effective: Annual Contract Date 7/1/84 6. Date when restriction expires: 6/30/85 7. Current balance of this fund: $-0-. Zero -based: receive monthly paymentsafter services provided. B. Name of Restricted Fund IDSA - PREVENTION 1. Restricted by: Source, Iowa Code and Pruchase of Service Contract 2. Source of fund: Iowa Department of Substance Abuse. 3. Purpose for which restricted: Partial Payment for Substance Abuse oreve tion yj-�: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: N/A - Partial reimbursement for service 5. Date when restriction became effective: Annual Contract Date 7/1/84. 6. bate when restriction expires: 6/30/85 7. Current balance of this fund: $-0-. Zero -based: receive monthly Payments after service provided. C. Name of Restricted Fund VOSS MEMORIAL FUND 1. Restricted by: AGreement between Mrs. Naomi Voss and M F r r p 2. Source of fund: Ticket sales for memorial dance, donations and interest 3. Purpose for which restricted: Remodeling and furnishing reading room at halfway house and small emergency loans Co resltlen is (which are repaid). 4. Are investment earnings available for current unrestricted expenses? _Yes x No If Yes, what amount: 5. Date when restriction became effective: May 14, 1976. 6. Date when restriction expires: None 7. Current balance of this fund: $573.56 289 RIM OPTIONAL BUDGET FORM: _ (Indicate N/A AGENCY: _ if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund DROVER STUBBE MEMORIAL FUND 1. Restricted by: Family of deceased. 2. Source of fund: Donations in memory of deceased. 3. Purpose for which restricted: Emergency loans to Halfway House residents. 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: S. Date when restriction became effective: 1978 6. Date when restriction expires: Nexer 7. Current balance of this fund: $157.19 B. Name of Restricted Fund V.A.M.C. 1. Restricted by: Veterans' Administration purchase of service contract 2. Source of fund: Veterans' Administration 3. Purpose for which restricted: Post -hospitalization Halfway House services to veterans 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: N/A: reimbursement for services 5. Date when restriction became effective: Annual Contract 10/1/84 6. Date when restriction expires: 9/30/85 7. Current balance of this fund: $-0-. Zero -based: receive monthly payments after services provided. C. Name of Restricted Fund Client fees for treatment services 1. Restricted by: Iowa Department of Substance Abuse 2. Source of fund: Treatment Clients 3. Purpose for which restricted: Partial payment of treatment services 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: NA - Partial reimbursement for services 5. Date when restriction became effective: Annual IDSA Contract 7/01/84 6. Date when restriction expires: 6/30/85 7. Current balance of this fund: 5-0-. Zero -based; receive monthly Davments after service provided. 290 AGENCY: Optional Budget Form: NIA DETAIL OF BOARD DESIGNATED RESERVES (Indicate if applicableble (For Funds Which Are Not Donor Restricted)) A. Name Of Board Designated Reserve: BUILDING AND EQUIPMENT FUND 1. Date of board meeting at which designation was made: July, 1983 2. Source Of funds: Depreciation Fy 1978 to present 3. Purpose for which designated: Replacement and purchases of equipment capital expenditures. 4. Are the investment earnings available for current unrestricted expenses? —LYes No If Yes, what amount: Included in interest income (page 3, line 7) S. Date when board designation became effective: July 1983. 6. Date when board designation expires: At Board's discretion. 7. Current balance of this fund: $18,927.00 for ali four counties B. Name of Board Designated Reserve: INSURANCE ESCROW 1. Date of board meeting at which designation was made: _November. 1983 2. Source Of funds: Different b 3 4 5 e etween Former Health Poli c remium and new policV prem um. Purpose for which designated: Partial reduction of employee metlical expenses thro;l- modified "self insurance" program. Are the investment earnings available for current unrestricted expenses: _,LYes No If Yes, what amount: Included in interest income ( a e 3 line ). Dt a e when board designation became effective: 6. Date when board designation expires 7 December 1, 7983 At Board's discretion. Current balance of this fund: $5,093.95 C. Name of Board Designated Reserve: I. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: o�3,ef Conditions of Association Agency: M.E.C.C.A. AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) M.E.C.C.A. was incorporated as a private, non-profit corporation on February 21, 1969. Its purpose, as stated in the By-laws, is: "... to provide services in a four -county area (Johnson, Iowa, Cedar and Washington) in order to habilitate individuals with substance abuse problems so that these individuals may become productive within the community and family framework. Also, to provide education and prevention services to as wide a variety of individuals as is possible in order to allow individuals the knowledge necessary to make the determination not to abuse alcohol or drugs." Its structure provides for halfway house/residential treatment; outpatient individual, family and group evaluat;on and treatment, consultation services for other agencies, including corrections; referral and post treatment services; prevention services to schools, agencies, and businesses; cooperative relation- ships, workshops, etc., with other agencies; and a health risk reduction emphasis. Future plans include construction of an adequate facility, to include a women's residential treatment unit and the prevention and Johnson County outpatient counseling offices. The current emphasis has been upon the'provision of quality services in the local area through the least restrictive and least costly treatment environments. We have emphasized programs which allow the substance abuser to receive treatment near his/her geographical home area, facilitating maintenance of employment and family support, factors critical to successful treatment outcome. 292 a3�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Mid -Eastern Council on Chemical Abuse is a community-based service which offers commun- ity education/prevention programs, outpatient support services for family members and significant others, and residential treatment for substance abusers and their families. MECCA offers a comprehensive program devised to facilitate a change toward a more healthy lifestyle for people who are having problems with alcohol or drugs. B. Programs s Brief Description OUTPATIENT: Services are designed to serve a variety of persons in the community. Services include individual, group S family counseling, as well as assessment referral, d consultation. VOSS RECOVERY HOUSE: A residential facility for recovering male substance abusers over the age of T "PREVENTION: see below —¢—Tell us what you need funding for. To continue substance abuse prevention and treatment services for the residents of Johnson county and its, cities. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances I. Are there fees for any of your services Yes x No a) If "yea", under what circumstances All treatment services are billed to clients (both outpatient and halfway house); based on a sliding fee scale. b) Are they flat sliding x ? c) Please discuss your agency's fundraising efforts, if applicable See attached page Ia. "PREVENTION: This unit develops and implements programming designed to decrease substance abuse and encourage responsible health choices. 293 '--N AGENCY FUNDRAISING EFFORTS M.E.C.C.A. staff have made a concerted effort to increase client contributions toward treatment and collect funds from third party payors. We will continue this effort through the balance of FY 1986. Please note on page 3, line 5 the significant increase in client contributions toward treatment. During FY'85, the funding by the Iowa Department of Substance Abuse for substance abuse treatment increased significantly. MECCA staff worked hard for this change in funding levels. 294 ,--� 3-,W 0�1 F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) PREVENTION: 4,791 (Duplicated count) a) Duplicated count �j HALFWAY HOUSE: 98 (Unduplicated count) b) Unduplicated count --� OUTPATIENT: 517 (Unduplicated count) 2. How many clients in Iowa City did your agency serve last year? PREVENTION: 4,461 (Duplicated count) a) Duplicated count --=:L---RALFWAY HOUSE: 92 (Unduplicated count) b) Unduplicated count --i OUTPATIENT: 429 (Unduplicated count) 3. How many units of service did your agency provide to Johnson County residents last year? 19.790* 4. Please define your unit of service *PREVENTION: 10,767 units--One(1) unit _ 1 hour face-to-face contact with 1 person. HALFWAY HOUSE: 5,506 units-- One (1) unit, _ 24 hours of service OUTPATIENT: 3,517 units-- One(1) unit 1 hour face-to-face treatment. S. In what ways are you planning for the needs of your service population in the next 5 years? We are actively attempting to close gaps in services... particularly.the need for women's residential treatment services and local detoxification services. We are emphasizing the provision of services in the least restrictive and least costly environment. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Our physical plant for providing residential services is reaching crisis conditions and must be replaced. Merging our two (2) facilities into one (1) is a priority in conjunction with this (in order to contain overhead costs). Our current outpatient office is overcrowded, with professional staff officed in hallways and with inadequate group treatment facilities. We are committed to building a new facility which will enable us to be significantly more efficient in the delivery of services. In addition to the lack of residential services for women, we have few resources for dealing with the public inebriate or providing detoxification services to those in with- drawal. 296 a3a8 7. List complaints about your services that you are aware of. Our current outpatient drice is overcrowded with inadequate space for group treatment services. The halfway house is inadequate as to size and condition of the building. There is a need for both women's services in a halfway setting and detoxification services. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? There is sometimes a 7-3 week wait fo^ outpatient servany ices; however, outpatientclientsaraei triaged 1to}2avoid unnecessary waiting. There Is cu Cell Cly are weeK nwax befc*euscheadu� n neW tl e patient clients. There are currently 72 persons on the halfway house waiting list. 9. In what way are your agency's services publicized? We have posters and brochures which are distributed throughout the community to make people aware of the availability of our services. When appropriate, we respond through the news media to assist in information to the community regarding substance abuse concerns and/or information about our expansion of services available. #8 ... There is occasionally a waiting list at the Halfway House. 297 -�? 3AB AGENCY GOALS MID -EASTERN COUNCIL ON CHEMICAL ABUSE Fiscal Year 1984-85 OUTPATIENT PROGRAM Goal: To provide outpatient treatment services to residents of Johnson County and the cities in Johnson County. Objective A: To provide a minimum of 2,607 units of individual and family outpatient services during FY 84-85. • Tasks: 1. To develop and implement an appropriate intake, assessment, and staffing procedure for the current load in our three existing offices. 2. To maintain appropriate staffing patterns in our three existing outpatient locations. Objective 8: To provide a minimum of 800 units of group outpatient services during FY 84-85. ' Tasks: 1. To maintain current outpatient corrections and other coerced client group. 2. To maintain current outpatient weekly support group. Objective C: To provide a minimum of 115 units of community awareness services during FY 84-85. I Objective D: To emphasize substance abuse prevention and evaluation and include the following emphases: -Non-chemical alternatives for youth following special school events and extra -curricular activities. -AntiDrunk Driving efforts directed at parents, youth and schools. -Parent education classes designed to provide parents with assistance regarding youthful substance abuse. -Early intervention aimed at high risk groups, such as children of abusers. -Coordination of Post-treatment services. 298 a 30? 8 I 1� ?iPd� AGENCY GOALS Mid -Eastern Council on Chemical Abuse Page 2 i HALFWAY HOUSE PROGRAM I Coal: To provide Halfway Hosue services to residents of Johnson County and the cities of Johnson County. Objective A: To provide 5,180 units of Halfway House services during FY 84-85. Tasks: 1. To maintain appropriate staffing pattern in the residential unit. 2. To provide weekly individual counseling to each resident. 3. To provide a minimum of six weekly group sessions. j Objective B: To meet budget requirements Tasks: 1. Maintain weekly contact with DSS regarding g food stamps, complete appropriate forms,• and 6 social worker of appropriate information regarding residents. 1 2. Keep payment agreements with residents up to �.: date by reviewing weekly. Objective C: Improve resident volunteer program iTasks: 1. To continue monthly volunteer work with commodities distribution. j 2. Meet with at least three local agencies to discuss f their volunteer needs. 3. Make volunteer work part of each resident's treatment plan. 4.' Aid residents in matching interests with available jobs. Objective D. Compile information regarding resident length of stay, admissions, and discharges. Tasks: Compile on weekly basis reports of client data. 299 0?3^-110' n AGENCY GOALS Mid -Eastern Council on Chemical Abuse Page 3 PREVENTION PROGRAM Goal: To promote awareness specifically among the female population regarding substance abuse, for the purpose of prevention and early intervention. Objective A: Network substance abuse services for women. Tasks: 1. Participate on women and alcohol/drug abuse task force. 2. Be available as a resource to professionals who employ or provide services specifically for women (day-care providers, WRAC, DVP, DHS, etc.) Objective B: Coordinate & facilitate Adult Daughter Children of Alcoholics educational support groups. Tasks: 1. Publicize group through MECCA and other human service agencies. 2. Screen participants. 3. Implement groups. Objective C: To provide presentations/programs designed to address the special needs of women. Tasks: 1. Advertise the availability of this programming as is necessary. 2. Tailor programs to the group to be addressed. 3. Respond to all requests for services on an on-going basis. Goal: To assist local educational institutions in the development and implementation of effective prevention and intervention programs. Objective A: To be resource to school administrators, teachers, and counselors. Tasks: 1. Notify school administrators of the availability of our services. 2. Respond to all requests for services on an on-going basis. 3. As necessary, make referrals to appropriate treatment resources specifically to MECCA treatment or EAP staff. Goal: To provide a more "total" community awareness to alcohol use/abuse issues and promote an attitude of responsibility. i - Objective A: To be a resource and support co established and establishing community and parent groups. Tasks: 1. Notify established groups of MECCA services available. 300 a3 �� AGENCY GOALS Mid -Eastern Council on Chemical Abuse Page 4 2. Respond to all requests for services on an on-going basis. Objective B: To provide information to individuals in the community regarding a variety of substance use issues and concerns (Fetal Alcohol Syndrome, Children of Alcoholics, substance use/abuse patterns @ trends, etc.) Tasks: 1. Establish a library/resource center with current literature and information. 2. Participation in local community fairs (i.e. health fairs, county fairs) upon request and as is possible. 3. Distribute MECCA brochures (and other literature) to other places throughout the community. 4. Be available during regular office hours to respond to and return in -coming phone calls on one-on-one discussions. 301 "?3 -?,r DIRECTOR: Arthur J. Schut UNITED 'WAY OF JOHNSON COUNTY AGENCY NAME: MFrCA CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1701 S Riverside Drive HUMAN SERVICE AGENCY BUDGET FORM PHONE: 351-4357 R YEAR 1985 COMPLETED BY: Arthur J. Scnut FISCAL (PleaseYEAR le year AyourAagency uses) APPROVED BY BOARD: uthortzed signature on 11• $�_ LOVER PAGE -- ACUTE CARE date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) U•lii A:•: 5t PRers EVENTION SERVICES devefOP and !mple•vu'. r'•r, :rr. ces.buse prfven srrcia! workshops, dresentet'.ons, and inservices r«)"•••c abuse pr=vention :,nd wellness. The Elderly ^utreach Project recognires senior Citizers a_ a special pe,:niation and provides education, treatment, h rehabilitztion services. FRDGRA:•1 v2 RESIDENTIAL/HALFWAY HOUSE is a resident:a: ra:11ity for recovering male substance abusers over the age of 16. The purpose !� to assist reopl•: !n intecrat.ng t. -nor- successful and healthful lifestyle by providing subpr:rr, ?duration, -nn .... in a semi-strur :,-^ed living environment. i �lc?RAh! =3 OUTPATIENT TREATMENT services are designed to serve i variety o. %=, p r•sonr _n the community. Services include individual, group, 1 fam!ly counseling, �I as :re'_: as assessment, referral, and consultation. Services are available to individuals having problems with substances, their families, and other cnmmuni LY member!. having involvement with substance abusers. PRO0RA1.1 -4 ACUTC• CARE -- See attachedrp ogram description. CALENDAR PROPOSED 1985 Local Funding Summary: YEARS 1/1/84- 4/1/84- (4/1/85- 1983 3/31/84 3/31/85 3/31/86) United Way of Johnson County NA S NA $ c $ 23,000 FISCAL FY 84 FY 85 FY 86 City of Iowa City S NA $ NA $76,000 Johnson County $ 95 Oo0 $ 103,000 S 213,000 I $ 500 I $ 500 $ 2,000 City of Coralville FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY c NA S S S Director's Salary nd 7ustmeut - -- "Designated Agency - funds received are included in income -line 03, page 3. 302 a 3a? 51JQRT T RM G_UTE-LABE PRURAM P9020SA-L (Social Detoxification and Acute Psychiatric Care) Generally, factors found to be significant to treatment effectiveness and progress Include family involvement and support, employment, community resources and support groups, and the least restrictive environment.Servlce continuity is vital to best meet the needs of each client. An individualized treatment plan may require the services of traditional outpatient treatment, intensive outpatient treatment, day treatment, halfway house or residential services. To the extent that such a continuum of services is available in the community, successful treatment outcomes are enhanced and costs to the community are reduced. gAZIn ATE 1]e1gsL LL i:"Lna Detoxification services currently available to the members of the community are Included as part of thirty (30) day hospitalization programs at the Mental Health Institute at Mt. Pleasant, the Oakdale Unit, and the Sedlecek Unit at Mercy Hospital In Cedar Rapids ( as _ well as other hospitals). The costs of these Institutional programs range between $80.00 and 9178.00 per them for a usual minimum of thirty (30) days. In its strict interpretation, detoxification 15 not an actual substance abuse treatment. By design, detoxification is the Intervention taken to manage withdrawal from alcohol or other drugs and often Is a necessary first step in a treatment program. The recommendation for hospital-based detoxification should be made for Patients with severe withdrawal symptoms, medical or surgical complications or other evidence of severe withdrawal symptoms. Detoxification can also be provided in a non-medical setting, often referred to as a detoxification center or social detoxification program. Such a program is appropriate for patients without complications and is safely administered with the supervision of trained technicians and medical backup In the event of emergencies. Non-medical detoxification has been found to be safe and effective when appropriately used. Not only are social detoxlficaion programs as effective as medical detoxification programs, their costs are significantly less than traditional medical detoxiflcatlon programs. The program proposed can provide services at an estimated cost of 150 to 160 per diem. Lcuie _2 sy-chlalcSr G aLe Inpatient services for individuals requiring "acute" psychiatric care 303 073,?lf V�l S.T.A.C. - PAGE are limited to hospital-based psychiatric units. Patients in the Iowa City/Johnson County area generally are hospitalized at the State Mental Health Institutes. Individuals with chronic Problems are usually maintained in the community through the Community Mental Health Center and the assistance of psychiatric care including medications. Not infrequently, medication levels require adjustment; this is most frequently due to the patient's failure to take the medication or the correct dose of medication. Currently the only resource for medication adjustments is the Mental Health Institutes. Patients entering the Mental Health Institutes often are hospitalized for significant periods of time at great expense; per diems range from $ 102 to s 128 in state institutions with an average length of stay of 69 days. Residential or inpatient psychiatric care can also be provided in non -hospital settings, known as "free standing inpatient psychiatric units". Free standing inpatient psychiatric units are similar In structure and function to social detoxification units; patient supervision can be provided by trained technicians with psychiatric backup in the event of an emergency. Both social detoxification and short term inpatient psychiatric care can be provided in the same unit. EJ:gLlig>n/1S Community based treatment compares to Institutionalization costs (conservative estimates for a 9 month Period) In the following ways: -Less costly per day: Local Detoxification Cost Mt.Pleasant--substance mental health -Shorter Stay: Local Detoxification: Estimate: $55/day $88/day ($22/day County) Institutional Detoxification Local Mental Health: Institutional Mental Health: :$128.61/day ($102.89/day County) $3 days average ($165 per client) 19 days average ($1,672/$418 County) •10 days average ($550 per client) 85.5 days average ($10,996/$8,797 County) (Average days and number of mental health clients were estimated by Verne Kelley, Mid -Eastern Community Mental Health Center, based on a review of Mt. Pleasant files) Additional savings would be realized In attorney fees, medical tests, and transportation costs. -Better referrals to existing treatment programs for long-term help for client -- not done by institutions for substance abusers. 304 �y �i S.T.A.C. - PAGE -Family involvement in treatment is possible. -Lives, lobs, school are much less disrupted with less time away and less attention drawn to problem. -Community support ties are not broken. With emphasis Placed upon provision of quality services in the local area through the least restrictive and least costly environments, a short term acute care Program administered by MECCA , with mental health care and psychiatric services provided by the Community Mental Health Center, can provide an alternative to hospitilization services currently available. Implementation of a short tern acute care program would provide for a cost effective alternative and would allow for a more complete continuum of services available in the community. The plan includes integrating the program with existing MECCA operations, increasing productivity while restraining costs; such an integration would reduce staff costs alone from s 218,145.00 to t 169,355.00. - • : � : ep � 7i:iii�IdN The Short Term Acute Care Unit would provide a calm, supportive, �- non-threatening atmosphere within which: 1) individuals experiencing alcohol or other drug induced intoxication or withdrawal symptoms are allowed and encouraged to seek Individual levels of comfort socially, psychologically, and physically as a means of minimizing the negative effects of the detoxification process; 2) individuals experiencing psychiatric difficulties and under the care of the Community Mental Health Center could have an opportunity to continue their care In the community while have their medication adjusted. Trained staff are available to provide necessary supportive assistance, reality orientation, and Intervention in physical and/or psychological crisis situations. When Pre-existing medical conditions or severe withdrawal symptoms require chemical Intervenfon the client Is referred to medical Institutions. Such referrals may be initiated subsequent to admission/screening and at any time during the client's stay In the program. Client assessment is a continuing Process that begins at the point of Initial contact with program staff. On -duty technician staff complete a health assessment to screen and determine existing health problems and/or a history of health problems to triage the client's need for further medical evaluation and/or care. When the need for further evaluation and/or care is identified the client Is referred to the appropriate facility. ' Admitted clients are expected to remain in the facility for a minimum 305 a3a4r 5 T.A.G. - PAGE Of twenty-four (24) hours after admission; severity of symptoms, coupled with the client's physical and psychological history and condition may warrant treatment beyond the minimum length of recommended stay. A three (3) to ten (10) day period of care is anticipated. Access to the range of services, provided by MECCA and the Community Mental Health Center, to support and provide continuity of care during and after the client's stay is a vital element in: continuing recovery of the client; the reduction of social/psychological and economic problems; and a reduced drain on community resources best equipped to deal effectively and efficiently with other areas of concern. 1]s.GaxuaZLQHaI_S ZliJ1C2UL The short term acute care program would be administered by a staff of full-time and part-time employees totaling thirteen (13) individuals: Ten (10) Technicians (Full-time) One (1) Physican's Assistant (Full-time) One (1) Medical Director (Part-time) One (1) Secretary (Full-time) Psychiatric care would be provided by the Community Mental Health Center. The Technicians would be reponsible for the Immediate care of clientele. They would provide direct services in the supervision, support and monitoring of signs and symptoms of program clients. The Physlcan's Assistant would provide immediate supervision and ongoing training of staff in the delivery of direct services to clients. This would include all program components from screening to admission and physical care to subsequent referral. MECCA and the Community Mental Health Center psychiatrists would be responsible for the medical supervision and consultation to the Program staff. Inclusive of the consultative role is policy and Program development, selected training and direct care to clients as deemed necessary. 306 a 3�1P BUDGET --MAINTENANCE TOTAL OPERATING BUDGET (Total a + b) a. Carryover Balance (Cash from 3) b Income (Cash) — 2. TOTAL EXPENDITURES (Total a + b) a. Administration b. Program Total (List programs bel H1 Prevention t act 1 - 1 from AGENCY: :4.E.C.C.A. FY'84 FY'85 ACTUAL THIS YEAR LAST YEAR PROJECTED CLQ r,14 377.896 e18,748 1 383 FY 186 BUDGETED NEXT YEAR 418.474 5 469., ::423.943 ,.:::4 423,943 Notes and comments: "Funds to cover the FY'84 Johnson County Deficit came from funds designated for services to other counties in MECCA's service region. 307 a3�� 1 BUDGET SUMMARY -- SHORT-TERM ACUTE CARE TOTAL OPERATING BUDGET (Total a + b) a. Carryover Balance (Cash from 3) 2. TOTAL EXPENDITURES ITnra1 a + Not AGENCY: M.E.C.C.A. FY'84FY'85 TOTAL FY' With PrOR. 4 ACTUAL THIS YEAR BUDGETED LAST YEAR PROJECTED NEXT YEAR 249,514 377,896 623,728 12,730 29 234 5469 262244 - 407,130 623;728 AGENCY: M E.C.C.A. INCOME DETAILMaintenance '84 '85 196 ?rev. Res. 309 a 3a,F ACTUAL THIS YEBUDGETED ADMIN. PROGRAM PROGRAM LAST YEAF PROJECTd NEXT YE 1. Local funding sources(List below) 95,900 103,900 119,000 20,299 32,088 1,684 a. Johnson County .95',000 103;000 103,000 20,299 30;088 b. Iowa City AA --w NA%' 70 000 -0= + .2 000, gG`2 X5,00 '-'-0= C. Coralville� ";500 , 2,000 • -0 n:` -0= OW d. Other Cities „: 2400 .<400 1;000Y ,�.-0? .-0-....ti� e. United Way IEgr .�3 Item; 2. State,Federal,Foundations(List) 9o,614 262,596 255,267 12,704 33,821 122,766 20T;3,i3 596 ;110'766: a. IDSA - Treatment j1 .351 20T'3i8 10 -0-.e. b. IDSA -Prevention 14,700 36,488 39 q 2028, 33 827 0. m.�'� y.^...P 4 Il •R? S` 1P VF AJfV.'2p�'3•F.'�F:, C. VAMC Contract 12,5b3 12;000 12000 ✓":}<rn x..s �Y't:,L 4 1M+1:'+,-'. M .✓f �'')�?'•v .'d� a ylLo sm�.•i y,?v.. d. IDSA Match or County .�::0 .5. 6'290 0-:- > -0- 3. Contributions/Donations 1.113 1,200 600 -0- -0- 300 4. Special events(List below) 0- 0 0 0 0 0 J3}j . ['� �Aa. (. 1�1�'$y,•, •n b. fs5. It;_b7�.L oN+r '?rr ttt•"k' >x. "+ '"' 3"%` 1tj+�>5d'r'S`:': C. 5. Net sales -services - Client Fees 28,032 36,034 1 45.601 3.700 -0- 15.416 6. Net sales -materials. -0- -o- -0- -0- -o- -0- 7.—Interest income 3,414 3,400 3.475 475 -0- 1.500 8. Other(List below,including misc.) 35,171 -0- -0- -0- -0- -0- a. CDC/HERR iN 1NIA+t7%A b. Other Counties * i„t9 opA A�15 NSA C. TOTAL INCOME (Show also on page 2, 244 407,130 423,943 37,178 65,909 141,666 line lb) 262 Notes and comments: *Billings to Counties uutside our region during r'i 194; Iowa Coda changed on July 1, 1984 eliminating our ability to bill for such funds. 309 a 3a,F INCOME DETAIL (Continued) 1. Local fundi a b c d e P# a. b. C. d. 3. Cc a. b. c. 7. Int 8. 0th a. b.0 c. TOTAL II — I Not( sources(List bel AGENCY: "I.E.C.C.A. aCnTE Tnr. CARE I.TA 66 PROGRAM PROGRAM PROGRAM With PROGRAM PROGRAM 3 y rog. 4 7 8 64,929 196,000 315.000 1 T- EXPENDITURE DETAIL AGENCY: M.E.C.C.A. Maintenance 84 185 '86 Prev. Res.' ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEAR PROJECTED NEXT YEAR 1 2 1. Salaries 181,344 266,468 292,631 27,150 42,097 87,739 2. Employee benefits & taxes 27,655 40,589 46,041 ; 41 5,254 12,522 EXPENDIT No —I 1. Sal 2. Eml 3. Ste 4. Au( 5. Put 6. Sui 7. Rei 8. ut, 9. Te' 10. Of• 11. Eqi 12. Eqi 13. Pr 14. Lo 15. In 16. Ot 17. Su 18. Or, 19. L1 20. Co TO No —I SAI Po: RE! Re IN Vo: Boa Bo: MA' Gr IN Se'. Ma' Sp Ot'. SALARIED POSITIONS MECCA POSITION FTE 66 ITE PS FTC 66 FT 611 FY 051 FT 661 4CHAN6E* AVE S EXEC DIR 0.13 0.17 0.62 16611 16396 17175 -3.39 FISCAL OF 0.72 0.71 0.71 11161 12636 12931 3.96 DATA 0000 0.67 0.16 0.61 7729 11970 LIFO) 2.61 IOONAEEP 0 0.11 0.79 0 10295 10660 1.36 TA SUP 0.75 0.17 0.67 16015 11001 11556 3.96 . COUNS 1 1.00 0.96 0.96 15626 16056 16976 5.71 COONS 1 0.96 1.00 1.00 15611 16003 16777 3.61 COONS 3 0 1.00 1.00 0 16000 17360 6.36 COUNS 6 0 1.00 1.00 6 16000 17310 6.36 COUNS S O.SD 0.60 O.RD 7605 13200 13672 5.09 COONS 6 0.50 0.60 0.60 7072 1100 7100 5.15 SIN 0.61 0.66 0.66 7791 9596 10207 6.35 SIR IT 0.00 0.66 0.16 0 5660 5160 0.00 ?REV SUP 0.70 0.70 0.70 13062 13777 13961 1.19 PRV SPE 1 0.70 0.70 0.70 10760 11156 11910 1.06 PAN SPE 1 0 0.70 0.70 0 11550 13039 6.13 VH SUP 0.70 0.70 0.70 13009 13261 13111 '1.09 COUIS 1 0.70 0.70 0.70 11060 11550 12039 .6.13 IITE MANA 0.70 0.00 0.00 6300 0 0 NA HOURLY 0.56 2.61 1.61 3961 16000 16100 6.33 $3.35/hr. night and weekend coverage COOA 0.70 LIS 0.35 5626 3660 3610 0.00 ._. SUI -TOTAL 11.37 16.19 16.36 167555 150166 260317 AVERAGE• 1.07 COONS 7 0.70 0.70 0.70 11276 ROSS 10650 11.53** SIR NLV 0 0 1.00 0 D 11000 100.00 NEO DIA 0.07 0.16 0.16 2513 7667 10151 60.00 *** SUN -TOTAL 0.77 0.66 1.66 13769 16321 31306 AVERAGE• 17.92 TOTALS 11.10 17.13 16.22 161361 266666 192631 • % Change is based on actual dollar change and is not adjusted for change in FTE s. Salaries include a 3% COLA for the Director in FY'86 and a 4% COLA for all staff beyond 18 months of employment (the first 18 months of salary are longevity based). ** The percentage is an artifact produced by making it a training position for FY185. Note the PY'86 salary is lower than the FY184 salary. *** This increase in physician costs are more than compensated by the increase in insurance payments for services (included under client fee increase). S/R-Secretary Receptionist TX - Treatment PREV-Prevention VH -Voss House 314 POSIT HED of PHYSI. TEEHII VH SUP cool SEcAET TREES i TOTAL UNITED WAY OF JOHNSON COUNTY DIRECTOR: Karla Miller AGENCY NAME: Rape Victim Advocacy CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 130 N. Madison HUMAN SERVICE AGENCY BUDGET FORM PHONE: 353-6209 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: Karla S. Miller (Please circle year your agency uses) APPROVED BY BOARD: 4&gH tautnorized signature COVER PAGE on ffi q date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. RAPE CRISIS LINE - 24 hour crisis line that provides crisis intervention, peer counseling, and advocacy to victims of sexual abuse and harassment in Johnson County. 2. INFORMATION BUREAU - provides printed information for distribution in the community via t e RVAP Speakers Bureau and the RVAP office on sex- ual abuse/ harassment and related issues. 3. SPEAKERS BUREAU - provides public education on the issues surrounding sexual abuse/ and prevention information on same. 4. WHISTLESTOP PROGRAM - coordinate and maintain a community -wide sexual abuse/crime prevention program that allows citizens to assist each other in a safe and effective way. 5. NEWSLETTER: "Through Women's Eyes"- a comprehensive bi-monthly news- letter distributed nationwide that includes current legislation, sexual abuse cases, prevention materials, poems, etc. (OVER PLEASE) Local Funding Summary: CALENDAR YFARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 VSCA Johnson County 1 $ 8,969.00 1 $ 9,865.00 $ 14,183.03 I City of Coralville 1983 1/1/843/31%84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County $. $ 5,026.99 $ 7,054.00 1 $ 8.943.46 FISCAL FY 84 FY 85 FY 86 VSCA Johnson County 1 $ 8,969.00 1 $ 9,865.00 $ 14,183.03 I City of Coralville I $ - 0 - S - 0 - $ 2,000,00 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 4.a13.On 1 $*3.007.90 $ Ana nn $ an -i nn * Includes Iowa City, Coralville, and other fundraising 316 a�a� r-. PROGRAMS - CONTINUED 6. WOMEN AGAINST PORNOGRAPHY - provides education and awareness about t e issues of pornography and examines the connection and correlation of media advertising and pornography to violence toward women and children _..,.,..,..A tnrTT6R SAFE THAN RRY) - spearhead, coordinate, an maintain �ravention of the sexual abuse and molestation of our 317 �3.g 1 1 1 1 1 1 1 1 1 1 AGENCY: RVAP AGENCY: RVAP INCOME DETAIL (Continued) 320 a 3a� PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM 3 4 5 6 7 8 1. Local funding sources(List below) 2150.00 150.00 450.00 a. UNITED WAY b• CITY OF IOWA CITY c• JOHNSON COUNTY d. 'a w+ ,. M U of STUDENT SEN e . CITY OF CORALVILLE f. �r',''r`, w, e•.�>x�tl w ;'" K,., ,r ,:,;� �F+n✓a\'''_"iSw 2. State,Federal,Foundations(List) - 0 - - 0 - - 0 - a. b. c.zas' 3. Contributions/Donations - 0 - - 0 - - 0 - 4. Special events(List below) - -y - 0 - - 0 - tt0 a• CM�<"lELi.t S.q. hey b.•M: rY. a543AF ;M N1 a PII4sGii t1.f2N:i C. .aWm•f�y- r Aieffti!+ Yin '& vl C1Jf�a_•�t %c, ' r�,'�KaiiY..ia�ict S. Net sales -services - 0 - 500.00 - 0 - 6. Net sales -materials 7. Interest income 8. Other(List below,including mist. 850.00 - 0 - 150.00 ' .n ,xy 1i. t`✓�' S otst a. WORKSHOPS 85000^ , Sr 7Nt r i �". �'y, i" f11 A 4' b.SUBSCRIPTIONS )Tr5+ � 5, 0 00. E (kp( X .CStE 'h i'N f'• !`',L''`1a x�4 it <.�•+},,r'i°j a,i' C. a�r..yi TOTAL INCOME (Show also on page 2, line 1b) 3000.00 650.00 600.00 Notes and comments: 320 a 3a� EXPENDITURE DETAIL AGENCY: RVAP 321 X 318 ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries 19,129.00 23,280.00 34 292.00 34,292.0 - n - - - _ 2. Employee benefits & taxes 3,426.46 4,000.83 7,519.40 7 1 - Q - - n - 3. Staff development - 0 - 500.00 500.00 - 0 - 500.00 - 0 - 4. Professional consultation 1,726.51 1.200.00 1,200.00 608.0 0 5. Publications/Subscriptions 837.69 1,000.00 1,250.00 - 0 - - 0 - 6. Dues & Memberships 40.00 50.00 50 - - 50.00 - - 7. Rent INKIND INKIND INKIND -------- --------- ------- 8. Utilities INKIND INKIND INKIND -------- ---------------------- Telephone 1,904.26 2,000.00 2,200.00 100.00 2 100.00 - 0- 10. Office supplies & postage 1,940.61 2,190.00 2,500.00 100.0c 1,000.00 77R -n 11. Equipment purchase & rental 214,00 220.00 220.0 - 0 - - n- 2. Equipment/Office maintenance -------------------- ------------------------------- ---------- -------- -------- 3. Printing & publicity 13. 3,048.38 4,823.00 5,130.00 - 0 - 750.00 1,880.4 4. Local transportation 184.46 300.00 400.00 - 0 - 200.00 - 0 - 5. Insurance --------- ---------- ----------- -------- -------- ------- 6. Other (specify): --------- ---------- ----------- -------- -------- ------- 17. Rental and Purchase Films 547.00 600.00 fi00.00 - 0 - - 0 - - 0 - 8' Whistles 260.35 250.00 250.00 - 0 - - - - - 9• Miscellaneous 2,612.88 - 0 - - 0 - - 0 - - - - - 0. TOTAL EXPENSES (Show also on page 2,line 2)135,871.81 40,413.83 56,111.40 42,811.40 5,000.00 4,050.00 Notes and comments: 321 X 318 EXPE 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. _1 SALARIED POSITIONS Position Title / Last Name FTE* Coordinator 1.0 Assistant Coordinator .5 *Change to Full-time _�— � l�Iv 1QaS — RESTRICTED FUNDS (Complete detail,Forms 7 & Restricted by: Restricted for: City of� City Salaries Board Salaries Count_ Salaries U of I Student Senate Programs MATCHING GRANTS Grantor/Matched by: NONE AGENCY: ACTUAL I PROJECTED 829.96) 16,000_00 EXT YEAR BUDGET 969.001 9,865.00 1 15,016.99 IN-KIND SUPPORT DETAIL rs 33,696.00 48,000.00 60,000.00 Services/Voluntee Material Goods Space, utilities, etc. 1,266.00 1, Other: (Please specify) Workstudy Paid by WRAC 478.55 Workstudy Paid b U of Iowa 1 88 28 37,329.83 52, Total . *Full-time equivalent: 1.0•Fulltimet .5=Halftime; etc. 323 00 ) 64,950_00 N %1 CHANGE a3�s' BENI TAXES E (Liss TOTAL FICA Unear Work Reti Heal Disa Life Othe If all Sick Vaca HolT Montt Hour! DIRECT01 Health Disabil Life In: Dental Vacatioi Holiday! Sick Lea POINT "The U "*The U vacatfo 11 day, Ing boa OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: RVAP if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund PROGRAMS 1. Restricted by: University of Iowa Student Senate 2. Source of fund: University of Iowa Student Senate 3. Purpose for which restricted: Programs 4. Are investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: S. Date when restriction became effective: 7/1/84 6. Date when restriction expires: 6/30/85 7. Current balance of this fund: as of 10/1/84: $3.667.64 B. Name of Restricted Fund Payroll 1. Restricted by: City of Iowa City/ Johnson County/ Board of Directors 2. Source of fund: City, Johnson County, and United Way 3. Purpose for which restricted: Payroll 4. Are investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: 5. Date when restriction became effective: 711184 6. Date when restriction expires: when funds are depleted' 7. Current balance of this fund: C. Name of Restricted 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? 5. Yes No If Yes, what amount: _ Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 326 aa.71? RAPE VICTIM ADVOCACY PROGRAM INTRODUCTION The following information is a brief description of our activities, ac- complishments, needs and goals based on this past year, 1983-84. The report is in narrative form with more specific statistical information included. The sections are organized as follows: Introduction Staff Statistics Information Bureau Speakers Bureau Support Group Newsletter ' "NhistleSTOP Program" Networking Facilities Conclusion It is hoped that this report will give readers a comprehensive and inter- esting overview of the work of the Rape Victim Advocacy Program for the year of July 1, 1983 to June 30, 1984. I have also outlined some of our goals and aspirations for the coming year as well as specifying what our needs are and will be in the future. Submitted by, Karla S. :tiller Coordinator STAFF This year, the staff of the RVAP consisted of a full-time Coordinator, a half -tine work-study office assistant, and (since November), the addition of a half-time Assistant Coordinator. The demand on the position of Coordinator was greatly relieved by the ad- dition of Diane Funk as Assistant Coordinator in November with an emer- gency fund allocation from United Way. The increased caseload and increased requests for programming caused severe problems in meeting the demand for i our services. Since the new position's inception, the efficiency, energy, i and effectiveness of the program as a whole has increased immeasurably. We are still faced with not being able to meet all the demands for program- ming and are experiencing a notable increase in the number of emergency calls and requests from law enforcement and legal personnel for advocacy services for clients. Diane has, on many occasions, put in much more than 20 hours per week and has spent much of that assisting Karla with her workload. This has proven to us over and over again the need for this position to be a full-time one and we will continue to work toward that goal. We were extremely fortunate this year to have had the opportunity to work with Roxi Mueller. She was employed in the work-study office assistant f position and helped us to realize the potential for that position. She i was organized, efficient, responsible, and possessed a wonderful sense of humor, which in dealing with the issues we deal with, is a great relief. Realizing a clear definition, we have been further able to increase our productivity level and take greater advantage of this resource available i to us. We held three training sessions this year and were pleased with the quality and calibre of the volunteers. Our May training group was somewhat smaller than the others, but that is consistent with the fact that many people are unavailable over the summer. We were able to cover the line quite adequately. We were, however, glad when the fall training session began. In addition to emergency volunteers, we had a number of volunteers to do other projects for us including working on the Information Bureau and on the newsletter "Through Women's Eyes. ' 329 a3AF Staff -continued I have been impressed over and over again with the amount of work and commitment that the volunteers have given to the RVAP. We were pleased to see the return of some advocates who had been away, having been out of town, busy with other things, or just taking a break. It is good to have them back. A problem that we continually battle has been that of burn -out and advocate -retention. We have taken some steps to lessen this problem by starting an advocate newsletter and an advocate support group. We have continually stressed the importance of monthly meetings and keeping in touch, either in person or by phone. It is all too easy to become isolated when dealing with sexual abuse and the tendency to become overwhelmed is strong. We are planning more inservices and on-going education for the advocates. We are also in the process of developing a liaison advocate position to maintain even closer contact with our advocates, as well as continuing contact with Karla and Diane. Fe have revised'bur training manual so that it is more orderly, easier to use and generally more functional. We have included material that we feel is relevent and have removed some that was not necessary. We have updated the material and numbers. It is our hope that these efforts will result in more advocates remaining 1 longer. We have a number of "veterans" now that have formed a solid base and support system that makes it easier for newcomers to plug In to. We have also devoted a longer amount of time for advocates to get to know each other in the training program and therefore a greater bonding has formed, both with Individual training classes and with other advocates. 330 a3aV CRISIS CALL STATISTICS This year the number of rapes reported to the Rape Crisis Line was 68, an increase of 25': over last year's reports numbering 54. While we attribute the most recent increase in part to an actual increase in the number of assaults occurring, we are also seeing more willingness on the part of the victims to report. This is undoubtedly due to increased sensitivity and awareness of authorities, friends and family, and the public in general. News media, most of the time, have displayed more sensitivity and have made general policies protecting the identities of the victims. Child sexual abuse is no longer silent, as it once was. Women themselves seem to be exhibiting an increase in concern for personal safety and a lower tolerance for inappropriate male behavior, especially violence. Past rapes (those occurring one month or more prior to reporting) were numbered at 19, three less than the reporting period last year. Assaults (incldding attempted rapes) remained the same at 21 while reported sexual harassments decreased 39%, 38 reported last year to 23 this year. Kidnap- ping remained the same at three for both years while exhibitionists reported to us increased 150: from 2 fast year to 5 this year. There was a very slight increase in reported windowpeekers and obscene phone calls/mail. Last year, 10 incidents of child molestation were reported to us while this year, 8 were reported. There was an increase in the number of domestic abuse cases, up 71: from 7 to 12. The number of cases involving incest reported to us increased 77:, from 9 to 16. We should note at this point that the Rape Crisis Line is not the primary agency reported to for either child sexual abuse or domestic violence. These calls are referred to the appropriate agencies as soon as possible. We had one case of breaking and entering compared to two for last year and 3 calls were in our "other" category both years. The 68 rapes this year included the following characteristics: 1 Of the 68 cases, 961". (65) of the victims were female. Of the 4: (3) who were male, one victim was a little boy, one a gay male, and the third a heterosexual male. All the males were assaulted by men, as were the females. The demographics of the assaults are as follows: Iowa City metro was approximately 38: (26), Johnson County had 13 (9), "Other" con..tituted 1S.." (12), while in 31: of the cases (21), the location was unknown to us. 331 a37f Crisis. Call Statistics -Continued i Assaults occurring in residences were at 322 (22), while 242 (16) occurred dutside or in a vehicle. Dormitory assaults reported to us were at 42 (3) while 407. (27) of the cases occurred in some other setting such as a business, public building, or the like. Victims knew their assailants in 412 (28) of the cases. The assailants were strangers to the victims in 252 (17) of the cases while 67. (4) involved -relatives and in 282 (19), we did not find out who the assailant was. The majority of the assaults were committed by a single perpetrator, accounting for 852 (58) of the cases, while 102 (7) involved two or more perpetrators constituting a "gang rape" type of assault. In 42 (3) of the cases, the number of assailants was unknown to us. victims reported to the police in 419. (28) of the cases and 282 (19) did not report to the police. Advocates made third -party reports (leaving the victim anonymous) in 32 (2) of the cases and in 282 (19), we do not know whether the victim reported the assault or not. Cv� Weapons were involved in 122 (8) of the incidents, with knives being the most prevalent and guns coming in second. No weapons were involved in 512 (35) of the cases and in 372 (25), no mention of a weapon was made. Victims themselves reported to the Rape Crisis Line in 51 (35) of the occurrences, while reports from friends or relatives stood at 132 (9). We were called by law enforcement 122 (8) of tlib times and the hospital accounted for 102 (7) and 142 (9) were reported to us by others (counselors, teachers, etc.). There was perhaps our most significant increase in the number of times that advocates were called to the hospital to be with a victim. This figure was up 412 over last year. This year, advocates went to the hospital in 462 of the cases which was 31 times over 9 last year. We contribute this increase, in part, to increased cooperation with hospital and law enforcement personnel, as well as requests from victims for our services, and perhaps more women who are raped going to the hospital. our statistics reflect first-time contacts only and do not include follow - 332 122-W Crisis Call Statistics -Continued up calls. They are listed in the most serious category except for domestic violence calls which are, for the most part, listed twice. Once, they are listed under Domestic xbube and the second time, under the offense, j which is most often rape. It is difficult to keep an accurate account i of all information and referral calls that we receive, but we have done so to the best of our ability. We experienced a 52 increase over last year in total crisis calls (195 this year, 185 last). Total crisis calls including information and referrals were up 692 this year, with the Line receiving 381 calls this year and 225 last. This demonstrates an increase of 156 calls. The Rape victim Advocacy Program received calls reporting incidents on the U. of I. campus that occurred in the following places. in front of Chem -Bot building, Quadrangle lawn, Quadrangle Dorm, Daum, Burge, Rienow, Mayflower Apartments, Hancher, Afro-American Center, U of I Library, U of I Hospital ramp, Iowa Avenue, Iowa Memorial Union, and the Madison Street parking ramp. These reports included rapes, assaults, and harassments. 333 o;,?,3.7if INFORMATION BUREAU The RVAP handed out thousands of sheets of information from our extensive Information Bureau this year. Much of the information dealt'with the ehild prevention of rape, sexual harassment, violence and pornography, sexual abuse. We updated a number of our hand-outs and designed some new ones. New additions included:"Action Suggestions for Parents" "Action Suggestions for Children" "Warning Signals of Child Sexual Abuse" "Rape Prevention Tactics" "Prevention and Alternatives to Pregnancy from Violent Assault" "Speakers Bureau Nand -out" and more. We updated our statistics and did more extensive characteristic break -downs, as well as four-year comparisons. We established an offender file containing the names, descriptions, patterns, and m.o.'s of assailants. We are also.in the process of updating our map, both wall and hand-out to C_.+ show where rapes, assaults and harassments have taken place. This map will not only include calls to the Rape Crisis Line but we are including calls to local law enforcement departments as well. We have written and routinely sent out Public Service Announcements on Rape Prevention and Sexual Harassment. These have been run on various radio and t.v. stations throughout the year. We have taken a number of sexbal abuse fact sheets and combined them into two hand-outs. We have also combined lists of bibliographies on rape, incest and sexual harassment and made them more organized and comprehensive. We have continued to circulate the "WhistleSTOP" brochure in conjunction with the "WhistleSTOP" program and also used it for its rape prevention information in speaking engagements and workshops. We continue to update our information and to keep up with new information in all areas of sexual abuse, including child sexual abuse. We have re -done information into a form that is easier to read and disemminate. 334 A3'?f SPEAKERS BUREAU This year we did 69 speaking engagements and workshops involving over 2,534 people. Our presentations ranged from rape prevention to sexual harassment to the prevention of child sexual abuse. We noted a very definite increase in the requests for our'child sexual abuse prevention program "Better Safe Than Sorry". We did numerous radio and television presentations. Pat Meyer, Program Coordinator for the Domestic Violence Project and I did a half hour program on KLAN that included the showing of the film "Better Safe Than Sorry". Funding for the project came from a grant from General Mills and from the American Legion. Diane worked extensively with KirPwood on setting up programs. Karen and Diane also worked to commit a comprehensive program to paper in order to assist speakers in their presentations. In addition to the resources and materials that we have in our Speakers Bureau, we have added a slide show entitled "Rape: A Rural Reality" and hope'to do more outreach into the smaller towns in Johnson County. We have done a number of child sexual abuse prevention programs in smaller towns and would like to focus more on rape prevention for rural women. We have also added a slide show entitled "Media Images of Child- ren" that demonstrates the usage and exploitation of children in advertis- ing and pornography. We have made good use of our films and slide shows and have received requests that demonstrate a broad spectrum of interest in the different areas of sexual abuse. We are presently looking for a nein and different rape prevention film for use in general rape prevention programs. In the past, we have utilized emergency advocates for our Speakers Bureau. We will continue to do this, however, due to the increase in requests and the increase in the number of emergency calls advocates are receiving an " the Line, we will be augmenting our pool of speakers with other volunteers trained to do programs. Plans call for a "team" that will be trained to present "Better Safe Than Sorry" programs as well as general rape prevention. We will continue and encourage emergency advocates to do speaking engage - tents as they are empowering and tend to help balance the work on the Line and help in dealing with burn -out. 335 Aaa00 SUPPORT GROUPS The Drop -In Rape Victim Support Group for Women has been going for about a year and a half. We have met every Wednesday from 6:30-8:30 p.m. at the WRAC. The exceptions to this are that we took a short sabbatical in the summer months and over the Christmas holidays. Attendance has varied from 2 to 10 with the usual attendance being from 4 to 6. Karla and Diane are the facilitators of the group and we have some women who attend regularly. The group has also proved to be valuable to us as a referral for victims that is both immediate and ongoing. In the past, we have had difficulty getting enough women for a closed group ready to start at the same time. Now, we are able to refer women to a group that is meeting every week. We have had some women come to the group a few times and that has been sufficient to meet their needs. Others have come to meetings, stopped, and then returned again. We are looking forward to continuing this group and plan to do more in the way of advertising it as a resource for counselors and other agencies. We have had requests for support groups for women who are victims/survivors of incest and child molestation. There is also interest in a group for the significant others of victims. We will do these groups as we -have the time, facilitators, and space. NEWSLETTER -"THROUGH WOHEN'S EYES "Through Women's Eyes" is the bi-monthly newsletter of the RVAP. It is in the second year of publication and has included information on cases, legislation, other cneters, poems, and other material of interest about sexual abuse. Our issues have included stories and editorials on pornography, child sexual abuse, domestic violence, rape, sexual harassment, and other relevent topics. We have increased our graphics with each issue. We have changed and made improvements and received positive feedback and material for inclusion from readers. We have received subscriptions from all over the United States. Initially, our goal was to have a networking tool with which we could share the vast amount of information that comes through our office. This newsletter has served that purpose and we look forward to continuing it this next year and increasing our readership. 336 o?3a4F Speakers Bureau -Continued We sent out an information sheet and a reply card regarding the programs we offer to groups that have made requests in the past and targeted similar groups. The shbet explained what types of programs we offer and asking if the group will be interested in being scheduled for a program. Hopefully, this will allow us the opportunity to do longer range planning and to combine programs and groups where possible. This plan seemingly will allow us to maximize our resources in time, energy, and personnel. The emphasis this yenr will be on programs such as the "Nobody's Victim" Workshop and on physical self-defense classes. We have received a lot of requests for these programs and will be considering them to be a high priority based on the number and pattern of attacks on women this year. 337 07 3WO "WRISTLESTOP PROGRAM" The "WhistleSTOP Program" coninues in its third year. We are highlighting the program this year and will be doing a great deal of public education and awareness about the program. This program compliments other crime prevention programs and is a highly , adaptable program. It can be used in Neighborhood Watch programs, block parents, elderly and women joggers and runners and many, many more. This program has allowed us access to a greater audience for our rape prevention programs and has provided a•focus for prevention efforts with many groups. We have heard back from women who have used their Whisltes ind in certain situations they have Worked extremely well. They have seemed to serve as a deterrent when'displayed, although there has been no definitive study of this. We look forward to using this program in conjunction with other efforts. It has proven to be cost-effective so far With the money from whistle sales used to continue the program. 338 d3zr NETWORKING We have worked very hard this year on developing networks with other agencies in order to share information and provide the optimum level of services to clients. The Domestic Violence Project, United Action for Youth and the RVAP, for example, have worked together on developing the child sexual abuse prevention program and presenting it. The RVAP has made an increased number of referrals to MECCA, Crisis Center, Community Mental Health, Social Services, DVP, UAY, private counselors, and others. We have worked with hospital personnel in refining and revamping the protocol for dealing with victims of sexual abuse. We have worked with law enforce- ment on sharing information about offenders, patterns; and locations of �1 assaults. We have also met to discuss procedure and our working relation- ship. We've worked closely with the County Attorney's Office in working with victims, billing for medical exams and other expenses, and issues (elated to the court system. We have worked with WRAC in assessing needs of women in the communkty. They have helped us tremendously by handing out information to walk-ins and including information and publicity about the RVAP in the WRAC newsletter. We have also worked together regarding issues of common interest, i.e. issues around pornography, offensive advertising, etc. We have worked with local news media on the coverage of sexual abuse cases and on developing a policy that is sensitive to victims while still meeting the public's need to know. 339 FACILITIES Our office is housed on the second floor of the Women's Resource and Action Center. There are three of us who regularly work out of the office, as well as the Volunteers who work on the newsletter and other projects. We use the group room down the hall for the Drop -In Rape Victim Support Croup for Women. We have used the back room at the WRAC for training but have experienced occasional scheduling conflicts due to WRAC programming and other groups using that space. We have used space at the Iowa Memorial Union and the library for training for programming, especially during the ten-year celebration last fall. We have used the group room for counseling and have experienced some conflicts here also, although ones that we have worked out through the use of another office in the WRAC. The WRAC and RVAP have both grown tremendously in size and services. We are working more closely on coordinating the use of existing space and resources. The majority of our programming will be scheduled at other facilities more often than not in the upcoming year due to a full program schedule by the WRAC, and various other considerations. 340 M .Z3 -.If' CONCLUSION In conclusion, the Rape Victim Advocacy Program has been utilized in many ways this past year by members of this and surrounding communities. In reviewing our goals and objectives set out for FY84, I believe we have realized the majority of our goals. We have received requests from people across the state for information about our programming, services, and how we provide them. We have received an increase in the number of calls bn the Rape Crisis Line, as well as the amount of printed information that we hand out. Our programming requests have increased and we are finding that we are not able to meet all of them. WE have an adequate pool of volunteers at this time for the Rape Crisis Line and we will work to maintain that through active recruitment and regular training sessions. We are increasing our Speakers Bureau pool and are seeking additional resources for printing hand-outs. We are seeking to make Diane's job a full-time position in order to be able to meet the demands for emergency needs, follow-up victim advocacy, and programming. We will continue to network with other programs and agencies and to work closely with student organizations such as Student Senate, CAC, and Pan- hellenic to bring rape prevention programming to the students at the Univ- ersity of Iowa and Also the employees at the University of Iowa. We think that with the staff and volunteers we have, we can continue to do a good job of working to meet the needs of the communities we serve. 341 a3a� ACCOUNTABILITY UUESTIONAIRE A. Agency Purpose : to provide crisis intervention, support and advocacy to victims of sexual abuse on a 24 hour emergency basis. To educate and inform the community regarding issues surrounding sexual abuse/ harassment and to provide prevention information and programs. B. Programs 6 Brief Description: Two advocates staff the crisis line and volunteers also work on the Speakers Bureau and Information Bureau. Programs include: "Better Safe Than Sorry" - a child sexual abuse pre- vention program, "WhistleSTOP Program" - a community -action prevention program, etc. C. Tell us what you need funding for. To increase the Coordinator's salary to a level that is commensurate with duties and responsibilities and to make it more comparable with that of other agency directors, and to fund a full-time assistant position to assist with direct services and the education/prevention efforts. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes X No a) If "yes", under what circumstances Workshops, classes, out of county speaking engagements b) Are they flat sliding X ? c) Please discuss your agency's fundraising efforts, if applicable We continue our fundraising efforts with "CALL POLICE" Banners, rugs, t -shirts, and soliciting donations where appropriate. We are investigating other avenues. 342 a3, -t 1-. F. 'Program/Services 1. How many persons in Johnson County did your agency serve last year? a) Duplicated count 470 b) Unduplicated count 381 Non -crisis 2;534 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 265 b)'Unduplicated count 247 3. How many units of service did your agency provide to Johnson County residents last year? 2975 4. Please define your unit of service Unit of service = I hour counseling -emergency 1 hour workshop I hour walk-in counseling ^. 1 hour.speaking 1 hour follow-up on crisis calls 5. In what ways are you planning for the needs of your service population in the next 5 years? 19e are planning to be able to meet the upsurge in demands that we are experiencing. We are also exploring alternative/additional sources of funding . We are adapting our programs to meet different needs in the community as they arise. Also we plan an increasing public awareness campaign. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Our emergency calls this year Increased by 156. There was an increase In the demand for follow-up services including a notable increase In the requests for court advocacy. Our requests received for 'speaking engage- ments have continued to Increase and we spoke to more than twice the number of people than the year before. Our crime prevention programs have required more time and attention. 343 �3,�i 7. List complaints about your services that you are aware of. I. Inability to meet the dumber of requests for speaking engagements and workshops. 2. Unavailability of staff due to staff shortage. 3. Unable to fulfill education/prevention requests. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? Yes. Additional staff time as requested in the budget. How many people are currently on your waiting list? SEE BELOW 9. In what way are your agency's services publicized? Local newspapers, radio, T.V., brochures, speaking engagements, match- books, calling cards, whistles and keychains, posters, newsletters, phone directories, stickers, hand-outs, agency networking and word-of-mouth. 8. (Continued) We have a varying number of women and adolescents for the 'Incest Victim/Survivor support group that are waiting until we have the L. time to set up the groups. 344 a3 -1W RAPE VICTIM ADVOCACY PROGRAM RAPE CRISIS LINE RAPE CRISIS LINE KOGRAM 1 Goal: To provide peer counseling, crisis intervention, and advocacy to victims of sexual abuse and harassment in Johnson County. Objective A: In FY '86, to provide immediate direct phone counseling and in- person advocacy (When appropriate) on a 24 hour basis to victims of sexual abuse/ harassment including sexual harassment on the street, on the job, and in school; exhibitionism, incest/child molest- ation, attempted rape and rape. Tasks: 1. Maintain a volunteer staff of 35 advocates 345 "?3..?f 2. Schedule RVAP office coverage for walk-ins Monday -Friday. j 3. Schedule two advocates per shift (two shifts per week) to cover the line from 5 p.m. - 8 a.m. throughout the week and 24 hours over weekends. 4. To hold at least two training programs per year. i 5. Hold monthly meetings for advocates including inservice training. 6. To provide daily supervision for advocates and periodic evaluations. Objective B: In FY '86, to provide follow-up information, advocacy and support to victims of sexual abuse Including accompanying them to the hospital, police department, County Attorney's Office, and court. Tasks: 1. Provide office coverage for walk-ins including coverage in the absence of the Coordinator or Assistant. 2. Train personnel in follow-up procedures. 3. Provide supervision and evaluation. Objective C: In FY 186, to maintain statistics to be used to evaluate trends, fre- quency, and nature of Incidents and to compile information about victims and offenders that is essential in facilitating effective iprevention efforts. Tasks: 1. Train staff in collection of statistical information and analysis i of same. 2. Assign statistical duties and supervise collection of data. 3. Evaluate data. 4. Compare with law enforcement and other agency stats. S. Inform public of findings. Objective D: In FY '86. to provide support and information to the significant others of victims of sexual abuse so they, in turn, may offer the victim support, understanding, and comfort in her recovery process. Tasks: 1. Train advocates in aiding significant others of sexual abuse victims. 2. Assign one advocate to work with significant others at the hospital. 3. Schedule coverage of the Rape Line during the day to provide support and information to significant others. 4. Maintain a referral list of counselors who deal with relationship counseling and long-term family counseling. 345 "?3..?f Rape Crisis Line - Continued e`l RESOURCES Needed to Accomplish Program Tasks 1. One full-time paid Coordinator, one full-time paid Assistant to the Coordinator, one half-time clerical work-study student. 2. Two Telephone Lines: One 24 hour and one business line with answering service. 3. Printed materials, films for training, and publicity, 4. Three rented pagers ( 2 for on call advocates, one for Coordinator.) 5. Supplies for resource and referral information, call sheets. 6. Administrative office space (In -Kind). 7. Counseling space (in -Kind) Cost of Program (Does not include administrative costs) $4,850.00 in 1985 $5,000.00 in FY 186 346 r: Aaat r RAPE VICTIM ADVOCACY PROGRAM INFORMATION BUREAU PROGRAM 2 INFORMATION BUREAU Goal: To provide the public with written materials, research, and resources on all aspects of sexual abuse/ harassment. Objective A: In Fy '86, to prepare updated written material for distribution through the Rape Victim Advocacy Program Speakers Bureau and t hrough the RVAP office. Tasks: 1. To research and write updated materials throughout the year. 2. To familiarize volunteers of the Speakers Bureau with the material prepared. 3. To maintain supplies of written materials at outlying distribu- tion points. al Objective B: matiion incFY lto uding locations, ocations, epare and trends,�tandpdescriptionstatistical ofassailants. Tasks: 1. To compile data from calls received from the Rape Crisis Line. 2. To provide stats to media, law enforcement, and the community. RESOURCES Needed to Accomplish Program Tasks 1. Office suppues 1. Office supplies 2. Printing Service 3. Resource books and other materials. Cost of Program (does not include administrative costs) $4,010.00 In 1985 $4,050.00 In FY '86 347 �3�3� PROGRAM 3 RAPE VICTIM ADVOCACY PROGRAM r`0 SPEAKERS BUREAU SPEAKERS BUREAU Goal: To provide public education on the issues surrounding sexual abuse/harass- ment and to provide prevention information and programming on same. Objective A: In FY 186, to offer presentations on issues of sexual abuse/harass- ment and prevention measures of same on a request basis. Tasks: 1. To have two training sessions for speakers. 2. Schedule speaking engagements and workshops. 3. To provide training and supervision. Objective B: In FY 186, to present prevention workshops such as the "Nobody's Victim" workshop and•Self-Defense for women in the Iowa City/ Johnson County communities.• Tasks: 1. To train and supervise speakers. 2. To do outreach to community organizations and law enforcement agencies to assist in promoting the program and other sexual abuse and crime prevention measures. 3. To maintain a prevention material supply at whistle distribution points. RESOURCES Needed to Accomplish Program Tasks G' c 1. One full-time Coordinator, one full-time Assistant, and one half- time work-study student. 2. Materials for hand-outs. 3. Film purchase and rental. 4. Shipping. S. Donated office space. 6. Donated training space. Cost of Program (Does not include administrative costs) $2,167.00 in 1985 $3,000.00 in FY 186 348 a31;Z8 RAPE VICTIM ADVOCACY PROGRAM WHISTLESTOP PROGRAM WHISTLESTOP PROGRAM PROGRAM 4 Goal: To promote, coordinate, and maintain 'a community sexual abuse/crime prevention program. Objective: In FY 186, to provide consultation, direction, and coordination in all efforts connected with the WhistleSTOP Program. Tasks: 1. To have two training sessions per year for volunteers. 2. To maintain an adequate supply of whistlepacs and brochures. 3. To maintain a file of testimonials and successes of the WhistleSTOP Program. 4. To maintain sales records. 5. To give informational presentations on the WhistleSTOP Program and to promote the program. RESOURCES Needed to Accomplish Program Tasks 1. One full-time paid Coordinator, one full-time paid Assistant Coordinator, and one half-time clerical work-study student. 2. Whistlepacs. 3. Printing of WhistleSTOP brochures.. 4. Four Speakers Bureau volunteers. Cost of Program (does not include administrative costs) $578.00 in 1985 $600.00 In FY 186 349 as -7'f PROGRAM 5 RAPE VICTIM ADVOCACY PROGRAM THROUGH WOMEN'S EYES -NEWSLETTER "THROUGH WOMEN'S EYES" - Newsletter Goal: To provide a bi-monthly newsletter containing pertinent information about sexual abuse and harassment. Objective: In FY 186, to produce a newsletter to serve as a nationwide networking tool that contains articles on legislation, sexual abuse cases and their disposition, poems, prevention material and other information of interest. Tasks: 1. To collect, write, and edit articles and information for inclusion in the newsletter. 2. To assign volunteers to write, type and lay -out newsletter. 3. To maintain an updated file of subscribers and distribute the newsletter. RESOURCES Needed to Accomplish Program Tasks 1. Staff (Previously detailed) 2. Office supplies. 3. Printing service. 4. Postage. S. Typewriter. 6. Subscriptions to other newsletters. r Cost of Program $528.00 in 1985 $600.00 in FY 186 350 Haat I rROGRAM 6 RAPE VICTIM ADVOCACY PROGRAM WOMEN AGAINST PORNOGRAPHY WOMEN AGAINST PORNOGRAPHY Goal: To develop awareness of the correlation and connection between pornography and violence toward women and children. Objective: In FY '86, to increase public awareness about pornography and how it relates to rape and other forms of violence toward women and children. Tasks: 1. To present at least four formal programs within the year through- out the Johnson County/Iowa City communities. 2. To distribute literature on pornography through the RVAP Infor- mation Bureau. RESOURCES Needed to Accomplish Program Tasks 1. Staff (Previously detailed) 2. Office supplies. 3. Speakers fees. 4. Publicity. Cost of Program (Does not include administrative costs) Costs are Included In Speakers Bureau figures. 351 PROGRAM 7 RAPE VICTIM ADVOCACY PROGRAM CHILD SEXUAL ABUSE PREVENTION PROGRAM 0�4 CHILD SEXUAL ABUSE PREVENTION PROGRAM Goal: To teach self-pretection and prevention of child sexual abuse/molestation to children, their parents and guardians. Objective A: In FY '86, to present programs to children, their parents and guardians based on the films "Better Safe Than Sorry I for the prevention of child sexual abuse. Tasks: 1. Train facilitators to present the Better Safe Than Sorry Programs. 2. Schedule programs in schools, scout troops, and children's programs. 3. Present public programs throughout the year. 4. Obtain space for presentation of programs. 5. Obtain 16mm film projector through permanent loan or donation. Objective B: In FY 186, coordinate Better Safe Than Sorry Program in schools and provide speakers for those programs. Tasks: 1. Train speakers and facilitators to present programs. 2. Promote program throughout the community. 3. Train child facilitators. Objective C: Provide written material, statistics, and books for the prevention of child sexual abuse. Tasks: 1. Collect, write, and edit information for prevention. 2. Assign volunteer to research Information on sexual abuse. RESOURCES Needed to Accomplish Program Tasks 1. Staff (Previously detailed) 2. Additional films. 3. Office supplies. 4. Research material. 5. Office space. Cost of Program Costs are included in Speakers Bureau figures. 352 a3-wr UNITED WAY OF JOHNSON COUNTY DIRECTOR: Jim Swaim AGENCY NAE: United Action for YOMCITY OF IOWA CITY •JOHNSON COUNTY ADDRESS: 911 m lion. T_C_ HUMAN SERVICE AGENCY BUDGET FORM PHONE: 338-7518 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: Jim Swaim (Please circle year your agency uses) APPROVED BY BOARD: COVER PAGE on 11/5/84 authorized signature date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) (1) Outreach - Provides counsling, intervention and related services to youth inn .lam -son County for the purpose of preventing or reducing delinquency. Professional outreach counselors and volunteers maintain trusting relation- ships with at -risk youth in the community, helping them develop the skills to address problem situations without becoming involved in juvenile delin- quency. (2) §,n thesis - Provides an innovative arts environment for youth to become in- vo ved in communication arts and the use of electronic media as a compelling alternative to inappropriate or illegal behavior. Professional youth worker provides support and counseling in addition to instruction in various arts activities. Local Funding Summary: CALENDAR YEARS cononccn ionc 1983 FISCAL FY 84 FY 85 FY 86 City of Iowa City 1 $ 35,500 $ 37,592 § 39,365 Johnson County $ 35,500 $ 37,500 $ 46,000 I City of Coralville I $ 600 I $ 600 I $ 700 I FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ $ $ 353 aa�� 1/1/84- 4/1/843/31/85 (4/1/85-331/86) United Way of Johnson County 7,930 $ 4,145 $ 10, 00 1 $ 15,000 FISCAL FY 84 FY 85 FY 86 City of Iowa City 1 $ 35,500 $ 37,592 § 39,365 Johnson County $ 35,500 $ 37,500 $ 46,000 I City of Coralville I $ 600 I $ 600 I $ 700 I FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ $ $ 353 aa�� BUDGET SUMMARY AGENCY: United Action For Youth 354 a,3al AGENCY: United Action for Youth INCOME DETAIL 1 ACTUAL LAST YEAF THIS YEAR PROjECTEE BUDGETED NEXT YE ADMIN. PROGRAM PROGRAM 1. Local funding sources(List below 83,056 88,592 103,965 21,810 60,044 22,111 a. Iowa City :35;500 37,592 39,365 b. Johnson County 35;500•. "37,500; 46,000 c. United 'Way d. Coralville a 600 700' 'x s e. Other local f. Johnson County Human Service 2. State,Federal,Foundations(List) 17,412 30,285 24,500 0 24,000 500 a. IA Dent of Substance Abuse "];500. ' `, 11;1D0. b. Dept Health &Human Services M8,007r' '.:,.8,500. 9,0001 C. Office of Juvenile Justice : 11�36n 46 000,E "'`Y5 000= t'•v'�X+" ':.'`�""*"^���"L" `"'�rJ d. Iowa Arts Council a s+ 550:. a`6851,,'r .,, x;4500' 1v Y f1; x x. triita 3. Contributions/Donations 1,340 2.000 3,000 0 1 000 2,000 4. Special events(List below) 112 11000 1,500 0 500 1.000 a. Fundraisers }p 112+x. :, OOQb. C. 5. Net sales -services 6. Net sales -materials 7. Interest income 951 815 1,000 1,000 0 0 8. Other(List below,including misc.) 2,897 860 10,000 1,000 6,000 3,000 FY a. l,isc(FY84) or Foundations (86 "z.: r;. ,• '? .,,._ b. Grants Receivable .i•2�'228•�; , r�•�,: ;:,Hn, +Y ,,i !, .;,;. + ✓ Y Y ,;; c. DTPA & other Potential Fed.` �SfiO•�h7 000�1� TOTAL INCOME (Show also on page 2, line lb) 105,768 123,552 143,965 23,810 91,544 28,611 Notes and 'comments: %PENDITURE DETAIL AGENCY: 11nited Action for Youth ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 O PROGRAM 2 1. Salaries 76,588 88,015 100,360 15,795 65,689 18,876 _ 2. Employee benefits & taxes 14,749 18,900 25,640 5,920 14,620 5,100 3. Staff development 521 600 600 100 400 100 4. Professional consultation 2,775 3,400 3,400 1,200 1,000 1,200 S. Publications/Subscriptions 20 120 120 100 20 6. Dues & Memberships 200 200 200 7. Rent 8. Utilities 1,440 1,440 1,800 350 1,100 1 350 9. Telephone 1,849 2,000 2,200 200 1,800 200 10. Office supplies & postage 796 1,000 1,000 200 600 200 11. Equipment purchase & rental 2. Equipment/Office maintenance 1,816 1,900 1,900 400 1,100 400 3. Printing 8 publicity 491 500 500 100 300 100 4. Local transportation 2,840 3,000 3,200 320 2,560 320 5. Insurance 1,311 1,600 2,000 200 1,000 800 6. Other (specify): Misc. 33 4n 50 25 25 7• Program Activities 849 750 1,000 800 200 8. Program Supplies 214 750 1,000 250 750 9. 0. TOTAL EXPENSES (Show also on page 2,line 2) 106,292 12.4,215 144,970 24,810 91,544 8,616 Notes and comments: AGENCY: United Action for Youth SALARIED POSITIONS Position Title / Last Name FTE' Director 1 Outreach Coordinator 1 Synthesis Coordinator 1 Outreach CounselorsFyB 3) Secretary/Bookeeper .5 Youth Aide ,25 AST YEAR ACTUAL THIS YEAR PROJECTED I NEXT YEAR BUDGET CHANGE 18,845 19,630 19,630 0 16,845 16,380 18,070 10 12,113 13 Ono 14,950 15 22 P07 32 085 15 5,978 5,200 _-41.73n 5,980 15 1,720 76,588 88,015 100,360 RESTRICTED FUNDS (Complete detail,Forms 7 & 8) Restricted by: Restricted for: IDSA Contract Services OHDS Contract Services IAC,JTPA,OJJDP Contract Services 7,500 11,100 10,000 8,000 8,500 9,000 1,912 11,545 x,500 MATCHING GRANTS Grantor/Matched by: Substance Abuse 7500/2500 8/100/2000 11.100/3000 8500/2000 1n000/5000 9000/3000 Runaway Youth JTPA, Arts Council, Juvenile Justice 1362/ 370 1545/ 860 5000/2500 IN-KIND SUPPORT DETAIL Services/Volunteers 14,40n 16,000 18,000 Material Goods 1,100 1,500 1,800 Space, utilities, etc. 1,400 1,600 1,600 Other: (Please specify) 'Fi BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) AGENCY: United .Action for Youth ACTUAL THIS YEAR BUDGETED FICA 7.1 % x S 100,360 2,57.1 6,900 Unemployment Comp. 1 % x $ 76,000 702 500 Worker's Comp. Includffd xinSlnsurance Life Insurance T $-1T Mon. 0 Retirement 4.9 % x $ 94,380 3,100 3,250 Health Ins. S 9'Op r mo ndiv, 185 0 per mo.:3 family 7+270 8,170 Disability Ins. 1.5 % x S 94,380 864 700 Life Ins. $ 45,83 per month 295 350 Other % 70 46 70 x % x S 14,749 18,900 If all staff not covered with certain Benefits, please note in Comment Section. Sick Leav0e Policy: Maximum Accrual 240 hour days per year for years 1 Lo days per year for year td _— Vacation Policy: 12 days Maximum Accrual hours per days OL year for years O Lo 1 per year for year T to _ Holidays: 12 days per year. Months of Operation During Year: 12 Hours of Service: 8:30-4;30 Outreach Service 24 Synthesis Hours: Direct Se vice --; _ _ 1 -5 Sat DIRECTOR'S POINTS 8 RATES STAFF "'F BENE ITrc EFIT P0; Health Insurance Disability Ins. 24 =$ I25/Mon. M nimu� m Maximus �' T Life Insurance T $-1T Mon. 0 �— Dental Ins. A— $�Mon. -fS— 0 -7— Vacation Days 18 Days i2 lg Holidays Tf 12 Days 12' 12 Sick Leave 10 10 Days 10 10 POINT TOTAL 70 46 70 358 7,125 760 4,630 11,160 1,415 550 25,640 DIRECTOR'S BENEFIT COSTS Related to Supplemental Request for Salary Adjustment: County $ United Way $ Other g a3af OPTIONAL BUDGET FORM: AGENCY: (Indicate N/A DETAIL OF RESTRICTED FUNDS if applicable) (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Substance Abuse Prevention 1. Restricted by: IDSA 2. Source of fund: IDSA 3. Purpose for which restricted: Contract: Prevention Services 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: 5. Date when restriction became effective: Contract Year 6. Date when restriction expires: Contract Year 7. Current balance of this fund: 0 B. Name of Restricted Fund Runaway Youth I. Restricted by: OHDS, Runaway Youth Act 2. Source of fund: ORDS, Runaway Youth Act 3. Purpose for which restricted: Contract: Runaway Services 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: 5. Date when restriction became effective: Contract Year 6. Date when restriction expires: Contract Year 7. Current balance of this fund: 0 C. Name of Restricted Fund (A)Youth Employment (B)Heighborhood Arts (C)Crisis Intervention I. Restricted by: JTPA, Iowa Arts Council, Juvenile Justice Agency 2. Source of fund: JTPA, Iowa Arts Countil, Juvenile Justice Agency 3. Purpose for which restricted: Contract: (A)Youth Aid (B)Arts Proect (C)Crisis Inter. 4. Are investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: 5. Date when restriction became effective: Contract Period 6. Date when restriction expires: Contract Period 7. Current balance of this fund: 0 359 0?3-?ZF Conditions of Association Agency: United Action for Youth AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) United Action for Youth is a community based youth service agency which offers crisis intervention, confidential counseling, creative activities, and other helping services to youth and families in Johnson County. Supported with funds from the Board of Supervisors, Iowa City, United flay, and other public and private sources, UAY charges no fees for its services. Incorporated in 1970 and governed by a community representative board of direc- tors, UAY is recognized by the IRS as a non-profit, tax exempt organization. United Action for Youth is under contract with the state and federal agencies to pro- vide services to runaway and homeless youth and to coordinate substance abuse prevention for adolescents in Johnson County. UAY is also under contract to provide person-to-person crisis intervention to adolescents and families. UAY is also actively involved in efforts with other agencies to prevent the maltreatment of children, especially adolescents. UAY has also developed a situational drama troupe to help educate and provide information to adolescents about a variety of issues including sexual ahuse, dating violence and children of alcoholics. The primary purpose of UAY is to assist young people and their families in resolving the problems they encounter in their lives. Through its 'program objectives, UAY seeks to reach young people and make use of their own talents and energies in the process of helping themselves to a better future. UAY's services are provided in a variety of settings. Besides its location at 311 North, Linn Street, thses include local schools, individual homes, and places young people frequent. In addition to its professional staff, UAY relies on community volunteers and trained peer helpers to help meet the growing needs of young people. UAY's program components include an outreach counseling program and a creative arts workshop. 360 a3a, AGENCY: OPTIONAL BUDGET FORM: (Indicate N/A if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Substance Abuse Prevention 1. Restricted by: IDSA 2. Source of fund: IDSA _ 3. Purpose for which restricted: Contract: Prevention Services 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: 5. Date when restriction became effective: Contract Year 6. Date when restriction expires: Contract Year 7. Current balance of this fund. 0 B. Name of Restricted Fund Runaway Youth 1. Restricted by: OHOS, Runaway Youth Act 2. Source of fund: OHDS, Runaway Youth Act 3. Purpose for which restricted: Contract: Runaway Services 4. Are investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: 5. Date when restriction became effective: Contract Year 6. Date when restriction expires: Contract Year 7. Current balance of this fund: 0 C. Name of Restricted Fund (A)Youth Employment (B)Iieighborhood Arts (C)Crisis Intervention 1. Restricted by: JTPA, Iowa Arts Council, Juvenile Justice Agency 2. Source of fund: JTPA Iowa Arts Countil Juvenile Justice Agency 3. Purpose for which restricted: Contract: (A)Youth Aid (B)Arts Project (C)Crisis Inter. 4. Are investment earnings available for current unrestricted expenses? _Yes X No If Yes, what amount: S. Date when restriction became effective: Contract Period 6. Date when restriction expires: Contract Period 7. Current balance of this fund: 0 359 aa.�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose The purposes of the Boy Scouts of America have not changed since its inception in 1910 - character development, citizenship training, physical, mental and moral fitness. B. ,Programs S Brief Description It is difficult to separate all things that occur just in Johnson County because our breakdown is a geographic area called a District (see map). This District includes Johnson, Washington and half of Iowa and Cedar Counties; about 3/4 of our units are in Johnson County. ---- Continued on back of this page. ---- C. Tell us what you need funding for. United way funds provide a vital portion of program services and allow more time to be spent in user contacts and less in fund-raising. A greater percentage of youth (boys and girls) can be reached because of United Way Funding. Services are provided community organizations in the form of training materials, family- oriented programs, research and planning. D. Management I. Does each professional staff person have a written job description? Yes -_ No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances I. Are there fees for any of your services Yes X No a) If "yes", under what circumstances A national registration fee of $3 to $5, annually, for all participants. Also, fees for advanced training courses and summer camps. b) Are they flat X sliding ? (Both, depending on which ones to.) C) Please discuss your agency's fundraising effortsouiffer applicable Annual appeal to "Friends of Scouting," who, for the most part are long-time, repeat contributors. Also, an annual product sale - popcorn this year. 361 -,73.7ef B. (Continued) Our activities are many and varied, but to list the majority of them would include: 3 Scout Camporees a year; a Scout Show at the Sycamore Mall, which includes the Pinewood Derby for Cub Scouts; Cub Fun Days; Explorer Olympics; troops participating at summer camp; Order of the Arrow, with its many activities (Order of the Arrow is an honor camping group of older Scouts); thousands of advancements; and ushering at the University of Iowa football, basketball and wrestling games. Theere is a group of 30 volunteers who work at the District level providing program and service to community organizations and units. There are also weekly den, pack, troop, and Explorer meetings and their various outdoor events. Monthly and specialized training sessions are held for adult volunteers and youth. Future plans include an.increase in members, units and density. We are also seeking an increase in trained leaders and in commissioner service, which leads to honor units and a better quality program. 362 a'�Ar F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 3,138 b) Unduplicated count 362 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count - b) Unduplicated count Outreach: 175 / Synthesis: 182 3. How many units of service did yYfr615gency provide to Johnson County residents last year? 4. Please define your unit of service Personal contacts with clients are broken down in the following categories of service: counseling, consultation, crisis intervention, follow-up, information and referral, ombudsaerson, and prevention or workshops and activities with groups. S. In what ways are you planning for the needs of your service population in the next 5 years? UAY staff actively participate in local, state, and federal planning efforts as they relate to youth services. We are exploring ways of sharing space and related administrative costs with other agencies in Johnson County. We expect an increase in the target population in the next 5 years. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. It is increasingly difficult to anticipate what state and federal funds will be available to support UAY's programs. Service delivery could be improved and administrative costs reduced by relocating UAY with Mayor's Youth Employ- ment Program, PALS and Youth Homes. UAY and Youth Homes are working together to improve services to runaways and homeless youth in Johnson County. The problem seems to be greater than what we anticipated and some consideration should be given to the potential need for a shelter program. UAY is also aware of increasing maltreatment of adolescents and a lack of services to assist such victims. OAY is in need of a 5 year, stable source of funds from the private sector in order to effectively meet service needs. UAY counseling staff are in need of salaries comparable to their worth and responsibilities. The Synthesis studio needs to be completely re -equipped in the next year but funds to do so are currently not in the budget. 363 ,:Q 3,R,f -3- 4 7. List complaints about your services that you are aware of. I am not aware of complaints of services this year. I believe UAY is not doing a good job in planning fund raisers. S. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No How many people are currently on your waiting list? 9. In what way are your agency's services publicized? Through flyers, paid advertisements, Public service announcements, speaking engagements,interviews, open house, referral sources, Runaway hotline, significant visibility in community, and word of mouth. 364 a3a09 AGENCY GOALS UNITED ACTION FOR YOUTH, INC. For the Year 1986 Name of Programs: OUTREACH PROGRAM AND SYNTHESIS PROGRAM NOTE: United Action for Youth's Outreach and Synthesis programs overlap in meeting the objectives of Goal II to prevent and reduce delinquency. OUTREACH PROGRAM (Goals I and II) Goal I: To conduct an outreach program that will identify and assist youth and families in stressful situations and respond to their needs and requests for counseling and intervention. Objective A: To provide assistance and appropriate intervention to youth identified by DAY or others as being involved in delinquent behavior or at risk. 1. R 3. 4. 5. 6. 7. 8. Maintain significant contact with an estimated 270 young people in their own environment. (See youth development) Provide counseling to individuals and families in Johnson County. (an estimated 1500 counseling contacts with 200 individuals will occur in FY 86) Provide an estimated 160 direct crisis interventions to individuals as needed. Maintain one-to-one and group interaction with youth directed at individual problem solving and improved self-esteem. Facilitate support groups during the year, especially in areas in which youth share a common interest. (at least 4 on-going groups are planned for FY 86) Maintain an outreach office that is an accessible, com- fortable atmosphere where young people can drop in for assistance. Act as ombudsperson for youth when requested or appro- priate. On a 24 hour basis be directly available to parents, youth, law enforcement and other agencies to respond in person to runaway, homeless or other youth in need of immediate assistance. (an estimated 150 requests for assistance in FY 86 after regular hours) Objective B: To provide accurate information to youth and families in response to their concerns and interests, refer- ring them to resources in the community to help meet their identified needs. 1. In conjunction with MECCA, facilitate substance abuse seminars in area schools and for other groups in John- son County. (20 seminars reaching 250 individuals) 365 a3�� United Action for Youth Goals and objectives Page 2 2. In cooperation with DVP, RVAP, and other agencies, conduct workshops which are directed at the preven- tion of sexual abuse of children and adolescents. (10 workshops reaching 150 individuals) 3. Maintain an up-to-date resource file of helpful infor- mation at the Outreach office which includes materials for distribution. 4. Facilitate workshops in other areas of interest to Young people. (5 workshops reaching 40 individuals) 5. Refer individuals to other agencies or resources to meet needs unmet by UAY. (180 referrals of 90 indi- viduals) 6. Conduct public awareness campaigns and participate in other forums that improve public knowledge of problems that affect teenagers (including Sexual Abuse Prevention Week, Child Abuse Prevention Week, Missing Children Day, International Youth Year, Iowa Clean -Up Day, etc...) Goal II: To provide for the primary prevention of delinquency by organizing activities and projects that enhance and contribute to the health and development of young people and their families. Objective A: To organize activities, initiate and otherwise make available opportunities for youth which help them develop improved social skills, self-esteem, individual talents and greater participation in the community. 1. Provide or assist others in maintaining peer helper training programs for adolescents in Johnson County. (at least 5 in area schools and 2 in non -school setting) 2. Coordinate recreational/leisure activities for youth which encourage the choice Of positive alternatives to delinquency, substance abuse, and other socially defeat- ing behavior. (at least 100 activities with 600 partici- pants) 3. Utilize young people as staff, volunteers and board members of United Action for Youth. (at least 2 youth staff, 10 volunteers and 2 board members) 4. Encourage and help develop positions of responsibility within other community groups for young people including positions on agency boards and public service committees. Objective U: To improve general awareness of and professional response to the maltreatment Of children especially ado- lescents in Johnson County. OR' aaa� r-) United Action for Youth Goals and Objectives Page 3 1. Actively participate in efforts with other agencies to coordinate intervention, treatment and follow-up for victims of maltreatment. 2. Respond to immediate intervention needs of adolescent victims of maltreatment. 3. Provide training and education to parents, youth, and other professionals, that will enable them to recognize child maltreatment and respond appropriately. 4. Continue the development and use of situational drama with young people which emphasizes issues related to adolescent maltreatment. Objective C: Act as a resource to other agencies in meeting the needs of young people accepting referrals to provide UAY's services to individuals, groups and families. 1. Continue to act as a primary diversion site for youth diverted from juvenile court. 2. Consult with and coordinate UAY's services with other agencies in Johnson County. 3. Accept an estimated 100 referrals from other agencies and individuals. 4. Respond to requests for UAY services or assistance in projects that benefit youth. 5. Work with multi -disciplinary team. 6. Sub -contract with MECCA to provide substance preven- tion. 7. Sub -contract with Foundation ZI to work with runaway and homeless youth. S. Sub -contract with RVAP, DVP and DHS to work with incest victims. 9. Actively participate in M.I.N.R.; a network of services for runaway and homelbss youth. SYNTHESIS PROGRAM (Goals II and III) Goal III: To conduct a program that will involve young people in communica- tion arts, the use of electronic media, and other creative arts; providing them with improved skills, enhanced personal develop- ment and greater opportunity for participation in community affairs. Obiective A: Provide a creative learning environment in which young people can learn about electronic media, communication arts, and traditional forms of artistic expression. 367 �3af United Action for Youth Goals and Objectives Page 4 1. Maintain a sound and music studio which is equipped for instructional use by young people for multi -channel recording and sound reproduction. 2. Maintain a video and film studio which is equipped for instructional use by young people for production of video tapes, 8 mm films and cable -cast programs. 3. Identify participants who may be in need of outreach or other services described in goals I and II and facilitate their use of such services. 4. Provide space for other arts related activities as it is available and arranged for use by young people. S. Provide individual and group instruction in the use of studio equipment and facilities. 6. Involve artists, student interns and other volunteers as resources to participants. 7. Operate and staff the studios so that they are con- venient for use by drop -ins. (open afternoons, evenings, and weekends) Obiective B: Facilitate the active participation by youth in community events and programs which allow them to demonstrate their talents. and concerns for others. 1. Organize workshops and projects that involve youth with other populations including handicapped persons, other cultures, older persons, and younger children. 2. Help facilitate the active use of public access oppor- tunities available to youth including those at the public library and recreational center. 3. Help facilitate the organization of performances and exhibitions by young people in order to display their talents to others in the community. 4. Organize projects in cooperation with other groups in which young people can act as media resources to others in the community. 368 UNITED WAY OF JOHNSON COUNTY DIRECTOR:Bob Vander Beek CITY OF IOWA CITY • JOHNSON COUNTY AGENCY NAME:Willowcreek Neiehborhood Ctr. ADORESS:2530 Bartelt Rd., Iowa City HUMAN SERVICE AGENCY BUDGET FORM PHONE: 354-2886 ISCAL YEAR 986 CALENDAR YEAR 1985 COMPLETED BY:Bob Vander Beek (Please circle year your agency uses) APPROVED BY BOARD: e-& K COVER PAGE on 11/8/84 aut orized s gnature date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) * 1. RECREATIONAL 2.a EDUCATIONAL b OUTREACH 3. FOOD AND NUTRITION 4. EMERGENCY ASSISTANCE 5. COUNSELING 6. SOUTHEAST ASIAN OUTREACH * transportation services are divided among each of the above programs Local Funding Summary: CALENDAR YEARS onnonern �a~ RS FY 84 FY 85 FY 86 , RS L City of Coralville 1 $ 0 I S n 1 5 snn FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 5 3.596 tnaa 5 it, I 5. ... 369 �?3"�f 19831/1/84- 3/31/84 4/1/84- 3/31/85 (4/1/85- 3/31/86) United 'day of Johnson County 15,100 $4,530 S 18,485 $20,000 �a~ RS FY 84 FY 85 FY 86 , RS L City of Coralville 1 $ 0 I S n 1 5 snn FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 5 3.596 tnaa 5 it, I 5. ... 369 �?3"�f errurv. .., .. _______i. ..___ AGENCY: Willowcreek Neighborhood Center INCOME DETAIL ) Notes and comments: 371 ACTUAL LAST YEA THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM PROJECTEI NEXT YE 1. Local funding sourtes(List below) 24,636 29,508 36,096 1 308421 1 120 2,910 a, United Way of Johnson Co. 17,066- 18,485 21,541 23,429 b• City of Iowa city 9,400,-,p 7 165 C• Johnson Count' 0+ -2 000 .�2�767 1"100 d. }rF '"•�.Y-.r �y ��•�• ..o•� `+rF-' , 200 e• Supplemental <r r a 1 a,, u •rM;� iri 888 1 888 i f . 2. State,Federal,Foundations(List) 30,350 11,700 9,700 1500 , a, Catholic Diocese of Davenport = 6 100 6.200 4,200, b• Presbytery of East Iowa r 1 500 C• unspecified source _,....r . 2 000- `2 000 ",V, d. CDB Grant 15 :50p. ,.i9 500 3. Conti FEMA Grant 3,250 o 4. Special events(List below) 652 1 000 1,000 1 000 a, Fundraising� r6j2' "1 000 ' 1 D00 '1;000 777 '7 ;i. -t? b. C. S. Net sales -services 6. Net sales -materials 7. Interest income 505 450 350 350 8. Other(List below,including misc.) a, ' .nhAli b. 4,y C. TOTAL INCOME (Show also on page 2, line lb) 1 56,253 42,808 147.346 32,391 1 2,6204 2,910 ) Notes and comments: 371 i AGENCY: Willowcreek Neighborhood Cence= INCOME DETAIL (Continued) 372 � 3�� PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM 3 4 5 6 7 8 1. Local funding sources(List below) 500 375 350 a. United Way of Johnson Co. b. city of Iowa City 225' ° -125 i' �"a`•� c• Johnson Count 375 d riry nf &rniviliee.A f. ^' tis Xl ii 2. State,Federal,Foundations(List) 2,000 6,200 a. Catholic Diocese of Davenport -+ '<-6,200 tr-M1 b• Presb ter of East Iowa! < <` x:+s•;> C- uns ecified source :2.006 �'� .+ •-�0.`23... dadacC 3. Contributions/Donations 4. Special events(List below) b. Y 5. Net sales -services 6. Net sales -materials 7. Interest income 8. Other(List below,including misc. a. b. C. TOTAL INCOME (Show also on page 2, line 1b) 2,500 375 350 6,200 Notes and comments: 372 � 3�� E; EXPENDITURE DETAIL (Continued) AGENCY: Willowcreek Neighborhood Center PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Salaries 300 5,200 2. Employee benefits & taxes 3. Staff development 4. Professional consultation 5. Publications/Subscriptions 6. Dues & Memberships 7. Rent 8. Utilities 9. Telephone 100 25 10. Office supplies & postage 25 50 11. Equipment purchase & rental 12. Equipment/Office maintenance 13. Printing & publicity 14. Local transportation 200 125 200 ' 15. Insurance 16. Other (specify): Prog. Su 1 es 125 325 17. • Emer . Asst 150 18• • Food 2,175 19. 20. TOTAL EXPENSES (show also on page 2,line 2) 2,500 375 1 350 1 6 200 Notes and comments: `.i AGENCY: Willowcreek Neighborhood Ctr SALARIED POSITIONS Position Title / Last Name FTE* (Pepetone to 8/84) Exec. Director/ Vander BBeek 1.0 Program Coordinator/Vandenberg/81.0 from 11/84 .75 S.E.'Asian .nnrrAnrh WhrkArY nin Yha„m _5 work, ndy <rudanr (20% of wages) .25 CWEP participant (.45c hr.) AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET CHANGE 14,424 16,696 19,596 +17.4 7,667 4,000 6,698 7-1864 -2.0 2,200 5.200 O 816 300 RESTRICTED FUNDS (Complete detail,Forms 7 b 8) Restricted by: Restricted for: Catholic Diocese S.E. Asian Program 6,100 6,200 6,200 MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers 30x3 hrs week x $4.00 hr 18,000 18,000 18,000 Material Goods Space, utilities, etc. 3,756 3,996* 4,236* Other: (Please specify) *based ci increa anticipatei of $40 mo. rent on anuar TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) n7Ax 5 m I oxTent Como. %x$ 'ker's Camp. nms x S irement A x S lth Ins. g 71 per mo,L•,75 div.* S oer mo.: family ability Ins. A x S Ins. $ per month r A x O Y 5 AGENCY: Willowcreek Neighborhood Cente ACTUAL THIS YEAR BUDGETED _AST YEAR PROJECTED NEXT YEAR 2,089 3,056 3,900 one Pe son last next y ar 1.75 i If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: MaxiHZIJLQhours l 12 days per yearch o hours days per year year to Vacation Policy: Maxi gD_ days per year� of hoursdays per year to _ Holidays: and one are �_ days Per year. Months of Operation During Year: 12 Hours of Service: 9-5:30 M,T,R,F 9- :30 W. DIRECTOR'S POINTS & RATES RANGE OF OTHER STAFF BENEFIT POINTS Health Insurance 12 S 59 /Mon. Mi omum Maximum DIRECTOR'S BENEFIT COSTS Disabilit Ins.g y Related to Supplemental Request .for _ ��Moo�n'. Life Insurance So ---Dental Salary Adjustment: Ins. S County g Vacation Days 1_ Days a -Z• United Way g _ Holidays 6_ _ Days 6is Sick Leave Other g _ _ Days _A POINT TOTAL 52 22* — R 39* *Based on .5 and .75 statuses. __ any 1.0 Position funded would be 376 a3.;?,' OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Southeast Asian Outreach Program 1. Restricted by: Catholic Diocese of Day en ort 2. Source of fund: Catholic Diocese of Daven ort 3. Purpose for which restricted: outreach to Southeast Asians in Johnson Count 4. Are investment earnings available for current unrestricted expenses? jYes xNo If Yes, what amount: l 5. Date when restriction became effective: .._,•- 19R 6. Date when restriction expires: 7. Current balance of this fund: $4,068 B. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _Yes_No If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: i7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes _No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 377 �3� � Conditions of Association Agency: Willowcreek Neighborhood Center Inc. AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The Mark IV Drop-in Center was established in 1973, following a joint request by residents and management of the low income housing project to the University of Iowa School, of Social Work, that was prompted by concerns over youth vandalism and a generally deterior- ating quality of life at the apartments. Identified as a parallel problem was the isolation' of residents from city and county resources, a matter of special impact upon less mobile residents, including children, the elderly, and handicapped. The early center worked toward a broad goal of developing neighborhood based support systems. The agency gained United Way recognition and funding in 1975. 8y 1977, United Way and CETA combined to fund the equivalent of three fulltime positions. This support allowed the center to provide both casework for families and facilitation of support groups, such as Health Club and Senior Citizens' group. Following the loss of most CETA money in 1979, two staff positions were lost, programs were cutback, and an ongoing search for funding began. The Catholic Diocese of Davenport provided one year funding for a "Latchkey Worker" which was supplemented by several other grants, but never replaced. Due to a longterm lack of staff, programming was lost and, for a time, the agency again functioned as primarily'a youth drop-in center. From 6/82 until 11/82 the center was without a director, and no programs existed for those five months. A qualified new director was eventually found and, using accumulated funds and a large number of volunteers available at the time, a broad range of new programs were developed that again allowed what began to be called Willowcreek Neighborhood Center to address diverse needs of Mark IV residents and, additionally, other low income Johnson County residents. It soon, however, became obvious to the director and bdard that is'order to adequately coordinate programs, training and supervising of volunteers, and meet increasing administrative demands, that a paid staff position was necessary. The proposed FY1983 budget requested funding for one fulltime entry level social worker position, but the amount was denied. Emergency funding, however, was granted in the Summer of 1983 ($3000 from United Way and $500 from City of Iowa City) that combined with agency savings,leftaver from the period that the center was closed, to temporarily fund the fulltime staff position. A second request for fulltime funding was again denied for FY1984, allowing support for only a .5 staff position. Although agency savings were able to maintain fulltime status until last October 31st, it has since been cutback to .75 with depleted savings still being used to support the additional .25. A primary objective for the remainder of FY1984 is to maintain the range, quality, and level of services achieved prior to October 31st, by using remaining savings and -fundraising efforts to retain the minimal .75 staff position. For FY1985,'an objective is to offer new programs meeting preventative needs of other Johnson county residents. To do so tasks are to secure an additional .25 local support for a staff position, and to match that support with .25 funding elsewhere, in order to againhave one fulltime staff person at Willowcreek. 370 01,3.2 ACCOUNTABILITY A. Agency Purpose To provide a centrally located neighborhood center serving the diverse population of Mark IV apartments and other low income resident_ f Johnson county, by providing better linkage to existing social resources as well as providing neighborhood based support services, enhancing the quality of life of those served. B. Programs 6 Brief Description PLEASE SEE ATTACHED SHEET C. Tell us what you need funding for. To pay salaries of one fulltime director and one threequarter time entry level social worker, to cover programming expenses of five programs, particularly consumable supplies, targeted toward the needs of low income residents of Mark IV and Johnson County. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes No X a) If "yes", under what circumstances b) Are they flat NA sliding ? c) Please discuss your agency's fundraising efforts, if applicable Grant applications to Catholic Diocese of Dubuque and Presbytery of East Iowa, bake and crafts sales, talks to service clubs and church groups, participation in Hospice Marathon 379 a3�� B. Programs and Brief Description Program I. RECREATIONAL programs for all ages, including afterschool clubs for children aged 5-18, special field trips, seasonal parties, weekly transportation to the library, receation center, UAY. 50s+ club. Program 2.a EDUCATIONAL programs for all ages, including arts and crafts and E.S.L. classes, afterschool tutoring, special presentations by community organizations, and afterschool tutoring. b OUTREACH, including monthly newsletter, home visits, and inf6reatimn and referral. Program 3. FOOD AND NUTRITION programs, including weekly community dinners, kly rocery Soummerusnack cprogramlub efor child enc and ptUSDAsurplukclass,ing scommodity distribution. and Program 4. iMERGENCY emergency8circuumstances. Administration i� ofSalvationsArmyation vouchers. Program 5. COUNSELING, short term and crisis interventions, on-going C1 support groups. Program 6. SOUTHEAST ASIAN OUTREACH, providing special English classes and coinciding prtation$ recreational financiali,omedical,me sandrr other service linkages. programming, 380 a3a� s_ P. Program/services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 4.729 b) Unduplicated count 1,576 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 4.123 b) Unduplicated count 1,022 3. Hw many units of service did your agency provide to Johnson County residents last year? 4.104 Please see attached sheet for breakdown by programs 4. Please define your unit of,service PLEASE SEE ATTACHED SHEET S. In what ways are you planning for the needs of your service population in the next 5 years? 1)Organization of standing residents' committee to work with management for neighborhood improvements 2)Broadening volunteer and funds search 3)developing new linkages to other agencies' resources 4)utilizing public relations class to promote Mark IV and Willowcreek to community. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. The board of directors and a series of directors have been convinced that one fulltime staffperson is essential to maintaining the quality and range of service delivery. Repeated proposals for that funding have also been repeatedly rejected. It is the opinion of the newest director that this is both partially due to a"lack of recognition of the extent of services now offered through Willowcreek, as well as the cost effectiveness of these preventative services. It is also understood that it must be in slow and incremental ways that an agency, particularly with a rapid "burn out" of directors, builds full community appreciation. These beliefs -- added to an understanding that local funding bodies are faced with their own budget constraints -- result in Willowcreek not asking again this year for complete local funding of the position. Due to a rapidly decreasing savings account due to internal funding for the position, though, it is essential that we do ask for additional assistance. It is being requested in this proposal that an increase from a support of a .5 staff position be raised to .75.of a fulltime staff position. The agency will see it as its own responsibility to obtain the matching .25 funding that is needed. 381 a.3.wo 4. Please define your unit of service Unit of Recreation: number of contacts in which a ratio of 1 staff or volunteer to approximately 6 participants occurs for a period of approximately 2 hours Unit of Education: number of contacts in which a ratio of one tutor or instructor to 4 students exists for two hours Unit of Outreach: number of individual contacts made with any target population except S.E. Asians through home visits, drop-in at the center, and the monthly newsletter Unit of Food and: in FY1984, limited to numbers of weekly community Nutrition services dinners served Unit of Emergency: number of individual contacts in which emergency Assistance assistance was needed in the form of food, money, or transportation Unit of Counseling: number of contacts in which a ratio of 1 staff to one participant exists for an average one hour of counseling activity Unit of S.E. Asian: number of individual contacts made with all S.E. Outreach Asians through home visits, E.S.L.,and drop-in at the center 3. How many units of service did your agency provide to Johnson County residents last year? Recreation 373 Education/ 1,637 Outreach Food and 1.091 Nutrition: Emergency 117 Assistance Counseling 185 S.E. Asian 701 Outreach L.. cx_W 7. List complaints about your services that you are aware of. Physical space limitations, lack of programming continuity due to reliance upon volunteers, caps on number of children allowed in afterschool activities due to lack of staff. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? How many people are currentl Please see below y on your waiting list. NA 9. In what way are your agency's services publicized? 1. Monthly newsletter to residents and Johnson county agencies 2. Flyers on city buses and other public places announcing events 3. Releases in local newspapers 4. Johnson County Services Directory 5. United way pamphlet 6. Cable television 7. Speaking engagements with service clubs and university classes i f a. There is no standing waiting list of persons waiting for services. However caps must be kept on numbers of children allowed to participate in both scheduled groups and informal activities. Groups are limited to six children, resulting in any interested persons being turned away if they were not signed 1 up early. The two days per week called "Games day" are also limited to the first six children in the door of the center. This results in children with no activity, which is especially problematic since parents are often not at i home. It is hoped that better volunteer numbers and fulltime staff to coordinate and supervise off-site activities will aid the situation. 383 d3�� AGENCY GOALS FORM I Agency name Willowcreek Neighborhood Cancer Year 1985 Goal : In 1985, provide free, immediate self help and support services to the diverse population of Mark IV and other residents of Johnson County. Objective A : Maintain the quality, range, and levels of all current services, including: -structured afterschool programs for children -information and referral -short term and crisis counseling -monthly newsletter to residents and agencies -weekly community dinners -ESL classes and coinciding preschool open to all Johnson county residents -scheduled and emergency transportation -senior citizens' 50s+ club -women's support group -Southeast Asian Outreach -emergency assistance on a county wide basis Tasks : 1. Maintain a pool of at least six volunteers to provide afterschool programming to children and youth 2. Actively involve a minimum of 10 Mark IV residents in the ongoing weekly delivery of center services 3. Continually update listings of Johnson county agencies and other resources 4. Obtain services of one university work-study student capable of helping in the leadership of support group activities 5. Sponsor a minimum of 10 student volunteers from the School of Social Work each semester 6. Purchase the services of one CWEP participant able to help center staff in driving the van 7. Continue distribution of Salvation Army Vouchers and USDA surplus commodities 8. Maintain Southeast Asian Outreach funding through the diocese of Dubuque. Objective B : Broaden the range of services offered in order to more fully meet the preventative social needs of individuals and families in Johnson county, by providing: -a parenting skills class centered on family abuse prevention -substance abuse alternative programming for older youth -car maintenance class for adults -transportation service for non- Mark IV residents of Johnson county interested in center programming 384 49.?,f Tasks : 1. Utilize the services of one staff member each from WRAC and Domestic Violence Project to teach parenting skills 2. Obtain grant monies to fund substance abuse intervention, and increased staff expense 3. Sponsor one graduate intern from Urban and Regional Planning having an interest in grants research 4. Obtain the volunteer services of a qualified auto mechanic to instruct in car maintenance. Objective c : Build positive and constructive relationships between the neighborhood center, Nark IV residents, and management, resulting in enhancement of the living environment of residents. Tasks 1. Facilitate formation of a standing residents' committee to work with management in identifying and carrying through with needed neighborhood improvement projects 2. Schedule and hold weekly meetings between the project's resident manager and the neighborhood center director j3. Quarterly meetings between the project owner and the neighborhood center director, with an agenda including a director's report on - progress made toward improvement goals, and communication of any resident concerns as they may arise. I Resources Needed To Accomplish Program Tasks 1. 2.5 fulltime paid professional staff 2. A minimum of 27 resident, student, and other volunteers 3. quarter time employees from CWEp, MM , and University work-study 4. Minimum space required (not including other agencies' shared facilities) is one three bedroom apartment at Mark IV,and the use of the community room in the rear of the management building 5. One telephone and answering machine 6. One typewriter 7. One 12 passenger handicapped equipped van and full insurance i S. Professional liability insurance kI*1 A3,sZe' Willowcreek fVeighborriood Center 2530 Bartelt Rnad, Iowa City Iowa 52240 This letter is submitted in support of Willowcreek Neighborhood Center's request for $500.00 for FY 1986. Willowcreek Neighborhood Center is located on Mormen Trek Road in the Mark IV federally subsidized housing project. Of the approximately 750 low income residents, which includes around 280 children and youth, 100 refugees from Indochina, 30 handicapped, and 60 elderly, many have been left isolated from services due to both the isolated location -of the apartments and a lack of mobility. Among other social support activities offered by the center is a transportation assistance program. Utilizing a twelve passenger handicapped equipped van obtained last July through a Community Development Bleck Grant, the center is now able to offer scheduled weekly shopping assistance. Irregularly scheduled outings and emergency transport, as well as children's afterschool fieldtrips. Under the umbrella of these programs, residents have been effectively linked to many services in Coralville including Eagles, K Mart, the stores at Lantern Park, the public library and recreation center. After school transportation is offered for students attending Coralville Central Elementary School. These services have proven themselves to be invaluable to the many residents who, until the van began operation, were stranded from not only valuable recreational and educational outlets, but also many basic resources. This is especially true with the handicapped and frail elderly for whom regular bus travel proved difficult if at all possible. Itis for these reasons that it is requested that support be offered to help in continuance of the transportation program, an undertaking that is showing itself to result in subtantlal maintenance and fuel costs when compared to a small agency budget. Thank you for your consideration of this request for assistance. Sincerely. 7 Bob Vander eek, Direcl;or 386 �3a� UNITED WAY OF JOHNSON COUNTY CITY OF IOWA CITY • JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM FISCAL YEAR 1986. CALENDAR YEAR 1985 (Please circle year your agency uses) DIRECTOR: Ron Henderson AGENCY NAME: Youth Homes. Inc. ADDRESS: 120 N. Dubuque PHONE: 337-4523 COMPLETED BY: Ron 2 enderso APPROVED BY BOARD: i t aut:oriz si ture COVER PAGE on 11/8/84 — — date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Program 1: Shelter Care - This service comprises short-term crisis oriented residential services. Also included are services to maintain the child in the home and to assist placement back into the home. Program 2: Group Home Services - Under contract to the Department of Human Services this service comprises long-term residential care and multiple social services to sustain the children who are out of their own home. Program 3: Independent Living - This service comprises counseling and assistance to adolescents in helping them to maintain an independent existence in an apartment in the Iowa City area. Clients must be under the control of the Department of Human Services. Local Funding Summary: CALENDAR YEARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 City of Iowa City I $ I s 1 $ *NOTE: Asking for FY85 $51,416 Johnson Ei S City of Coralvi11e I $ I S I $ FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 1 $ I $ I $ 387 19843'/1 /843/31/844/1/843/31/85(4/1/85- 3/31/86)United Way of Johnson County 1 $ I $ FISCAL FY 84 FY 85 FY 86 City of Iowa City I $ I s 1 $ *NOTE: Asking for FY85 $51,416 Johnson Ei S City of Coralvi11e I $ I S I $ FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ 1 $ I $ I $ 387 81 t 1 1 E 1 1 1 1 1 1 I I I I AGENCY: Youth Homes. Inc. INCOME DETAIL ACTUAL LAST YEA THIS YEAF PROJECTEE BUDGETED NEXT Y ADMIN. PROGRAM PROGRAM I. Local funding sources(List below 5 5 26.602 54 469 54.469 a. Johnson qoust ' Q" •- 6 0 � 54 6 < �> '�,� ,: >te..� � .4w�e� ,.s: b. •L�1i-�; .'vi. Fnrt �y�a^��. '?. C'�..1,• r?t 1 �y: Fl m! ni' ..G ^L .''1i »Ka xi!'T. �,+�-v�d/� i�L'nwt kvj{T. 'r'�rem,y."y`t� .tiv�.}lvd` C.``'� „,t' "ItWY sl d. _. r! . `.,t;.un nom, .•�:"` r r �' q k"`"ros �� �t� iTr�`�.N �: •�• +r e. f . .N C 'C?:iF s ia�ai.%' :• �'`"l'C�+G; °.;r : , .r< '`, Y :`-.h"�.w, � ''k,�>�{;� 2. State,Federal,Foundations(List) 12,744 76,469 76,469 a• Shelter Caze Contract465 :t r. b. i � .v:VTin}Y•f�' ! `�f'lLL6Tir��I "'3 C. d. 3. Contributions/Donations 1.093 1-117 1 1 00 1.300 4. Special events(List below) a.y b. ?;-� t"Pti,r,,'�„m+ x�h� ,Fw,� •`"'t•,'.�x t:.3 4.T,7 i_1� n ,„, x'•'37 <} w.g, ., Yv' t� {} .rr�-r9<- .. �ec`�,� F C. SK(uy��y ✓r. {�iF� p� _..',,(N 1 Hit ((:' �L Y ] �jjyy,,���� Y5 1.vr. v4 Vx! 5. Net sales -services 292.204 .198.765 181 274 149.674 6. Net sales -materials 7. Interest income 429 3 20 20 8. Other(List below,including mist.) 904 331 500 soot a. Rental dII s•�. , �.,57'�'��) . ryn f7 T i ;YS�'�?�?i� 4 '� y'ty ,"�£ ?S.. b. Miscellaneous -N OQ'i*.("`' C. yy23F' TOTAL INCOME (Show also on page 2, cine lb) 300,129 23 ,562 314,032 1 820 130,938 1149,674 Notes and comments: AGENCY: Youth Homes. Inc. TNrnmr nFTATI (r.nntinuedl PROGRAM PROGRAMPROGRAM PROGRAM PROGRAM PROGRAM 3 4 5 6 1 8 1. Local funding sources(List below EXPENDITURE DETAIL AGENCY: Youth Homes, Inc. ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries * .& 196,241 149,815 206,630 42,057 75,000 _12,54k 30,293 22,456 32,040 8,527 10,663 10,800 2. Employee benefits taxes 3. Staff development 471 450 1,171 471 300 0 4. Professional consultation 3,520 3,,6-72- 3 720 3,520 100 5. Publications/Subscriptions 343 50 259 59 inn 6. Dues & Memberships 556 740 837 837 0 7. Rent 15 845 14,500 19,040 2,400 0 16,640 8. Utilities 5"867, 6,450 0 3,000 3 450 9. Telephone 4,183 __51690 3,856 3,180 1,780 500 900 10. Office supplies & postage 1,537 1,432 1,605 1,400 125 80 11. Equipment purchase & rental 780 865 1,985 785 700 12. Equipment/Office maintenance 279 161 450 250 3. Printing & publicity* 0 0 0 0 0 4. Local transportation 6,362 5,830 9,534 1,418 3,700 4.296 5. Insurance 1,907 1,657 353 120 1510 6. Other (specify): Food 16,226 10,207 6,609 10,300 7' Assisl;ance 9,041 6 0496,150 0 1 800 4,050 Financial 8' Depreciation 9' Rental Upkeep 0. Miscellaneous L(Show 1,339 5,076 3,241 1,567 2.984 7 115 405 0 0 0 305 also on TOTAL EXPENSES page 2,line 2) 303,107 241,939 3 107 875 132 999 Notes and comments: *Major Program Reduction. EXPENDITURE DETAIL (Continued) AGENCY: Youth Homes, inc. , 392 a3a� PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Salaries 12,033 2. Employee benefits b taxes 2 042 3. Staff development 100 4. Professional consultation 0 5. Publications/Subscriptions 0 6. Dues b Memberships 0 7. Rent 0 8. Utilities 0 9. Telephone 0 10. Office supplies b postage 0 11. Equipment purchase b rental 0 U. Equipment/Office maintenance 0 13. Printing 8 publicity 0 14. Local transportation 120 15. Insurance 0 16. Other (specify): Food 0 17. Financial Assisi:ance 300 18. Depreciation 0 19. Rental Upkeep 20. Miscellaneous : 100 TOTAL EXPENSES (Show also on page 2,line 2 14,695 Notes and comments: 392 a3a� / PAGE LAST THIS NEXT SALARIED POSITIONS YEAR YEAR YEAR 7. POSITION TITLE FTE ACTUAL PROJECT BUDGET CHANGE DIRECT/HENDERSON-A -- 1 ------------------------------- 24840 24840 26330 +6 ADMIN ASSIST/OPEN .5 6000 SEC/EMERSON-A .75 11424 11424 12109 +6 CASL14RK/SIGLER-G 1 13584 13584 14399 +6 /PAGAN -S 1 13780 " /0'LEARY-IL 1 11352 11352 12033 +6 CHILDCARE/BALES-G 1 11976 12696 13458 +6 " /JOHNSON -G 1 8736 8736 9260 +6 " /BRANTMAN-G 1 9456 9936 10532 +6 /BASAENIZI-G 1 9456 9936 10532 +6 /SPEARS -S 1 9260 " /CURRENT -S 1 • 10023 /KAPRICH-S 1 10023 " /KOOISTER-S 1 9260 " /MILLER -S 1 10023 " /TO HIRE -S .4 3704 " /TO HIRE -S .4 3494 " /HUYNH-G .4 3786 3670 3888 +6 /DARLAND-G .4 3494 3494 3704 +6 " /STRATTON -G .4 3494 3494 3704 +6 " /HUBER-G .4 3494 3494 3704 +6 /FRECENTES-G .4 3494 3494 3704 +6 /COLEMAN -G .4 3494 3494 3704 +6 ` TOTALS 17.45~ * 122082 123646 206630 *Closed group home - 9 positions eliminated. 393 a3�� AGENCY: Youth }tomes. Inc. BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) TOTAL ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 30,293 22,456 32.040 FICA 7.0 % X E A11 o Rate % x E Rated % x E NIA % x E E Be per mo.: indiv. 30 per m0.: family N/A % x E E N/A per month % x %X E 13,148 14 464 Unemployment Comp. 0 0 0 Worker's Comp. 2.139 1.726 Retirement Health Ins.25 16,642 9,a30 15,850 Disability Ins. Life Ins. Other If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 192 hour is days per year for years A11 to _ days per year for year_ td Vacation Policy: Maximum Accrual AnnuabOurs 10 days per year for years o to 2 i5 days per year for year 3 to 4 Holidays: 7 days per year. Months of Operation During Year: 12 Hours of Service: 24 Hours/aav DIRECTOR'S POINTS 8 RATES o•STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum o Related to Supplemental Request Health Insurance o E_Mpn. A 12 12 for Salary Adjustment: N/A Disability Ins. E�Mon. f"o 0 Life Insurance o S,_fMon. o o County E Dental Ins. o $Mon. z z United Way E Vacation Days 25Days 14_ c_ Other E Holidays 7 _ Days 7 7 Sick Leave �_ _ Days 1s 78-- ePOINT TOTAL 50 49 64 POINT Conditions of Association Agency= v.,,,,h m,m = In c. AGENCY HISTORY On this page only, please summarize the history of your agency, pastaandicurrentson acti activities andlfuture Of plans. our Pleasose enup-�date, annually.) Youth Homes, Inc. began as Youth Emergency Shelter, Inc. in December of 1972. From 1972 until 1976, agency provided only emergency shelter care. In 1976 the agency was reorganized and renamed Youth Homes, Inc. Youth Homes, Inc. took over operations of the Iowa City Girls Group Home, which had been run by Johnson County Probation Office. In 1976, under a grant from the Law Enforcement Assistance Administration, the operation of the Johnson County Boys Group Home began. In 1979, with the enactment of the new Juvenile Code of Iowa, Youth Homes, Inc. ceased operation of the Youth Emergency Shelter and began operating Washington House Group Home for South- east Asian refugees. In 1980 the Johnson County Boys Group Home was closed due to a reduction of the client population. In the beginning of 1983 the Washington House refugee program was phased out and the agency provided co- educational services at Washington House and Ronalds House. In 1984 Youth Homes, Inc. experienced some incidents that reduced its effectiveness to provide services and was forced to close Ronalds House Group Home. Steps were taken to maintain the agency until contract and licensing processes could be completed to reopen Ronalds House as Youth Emergency Shelter (YES) care. YES provides temporary care .for six (6) adolescents with the shelter placement limited to thirty (30) days. Since 1979, Youth Homes, Inc. has provided independent living services. Youth Homes, Inc, as an agency is evolving from a purely residential social service agency to a community-based residential social service program. Youth Homes, Inc. is primarily involved in provision of services to the Department of Human Services and generates most of its operating expenses through contracts with the Department. Close cooperation and ties with local social programs help to reduce the amount of institutionalization of Johnson Countyls youth. The expertise of Youth Homes, Inc. is being directed toward stabilizing troubled youth and their families. 395 a3,a�k ACCOUNTABILITY gUESTIONAIRE A. Agency Purpose To provide services to children and families who are in crisis. To provide cut -o£ -home residential services for children who are having difficulties in their lifes. B. Programs i Brief Description Shelter Caret Emergency short-term services which provide out -of -home care, counseling, and family treatment. Group Home Services Residential long-term care for children who have been placed out of their homes by the juvenile courts. Independent Livings Services provided to stabilize adolescents in their own apartments within the Iowa City area. C. Tell us what•you need funding for. Funding request is for that portion of emergency shelter costs which are not covered by contract to the Depart- ment of Human Services. D. Management 1. Does each professional staff person have a written job description? Yes x No 2. Is the agency Director's performance evaluated at least yearly? Yes x No E. Finances 1. Are there fees for any of your services Yes x No a) If "yea", under what Circumstances Group Homes Fees for ser- vices are established by the Department of Human Services. Shelter Care: Through formal placement, fees are established by the Department of Human services. Under informal placement, no fees are charged to clients. Inde- pendent Living: Fees for services are established by the Department of Human Services. Family Therapyt Sliding fee scale. b) Are they flat sliding ? c) Please discuss your agency's fundraising efforts, if applicable Youth Homes is not presently involved in fundraising efforts. 396 F. Program/Services E 1 How many persons in Johnson County did your last year? (Including City of Iowa City) agency serve a) Duplicated count 54 b) Unduplicated Count 36 How many clients in Iowa City did your agency serve last year? al Duplicated count g b) Unduplicated count How many units oflast 66 of 607 ice did your agency provide to Jo County year? 3hnson Please define your unit of service - croup and shelter One day residential. Independent Living and Counselin A unit o£ s ter Caret service is equal to one hour of face-to-faceg contact. contact. 3. 4. 5. In what ways are Population you planning for the needs of your service in the nett 5 years? Involved with the Iowa Department of Human Services in evaluating and assessing needs of client Involved with the informal organization of Youth S Johnson County to organize and eAgencies uLt• Provide services to llocal ocal youth, 6. Please Coamtent on any other problems or factors relevant to your agency's programs, funding or service delivery. Contract arrangements with the Department of Human Services Provide a stable funding base. provision o£ local cult to budget does not g as the local needs fluctuate sloni£icarvices is diffi- Y• 397 a3.z9P 7. List complaints about your services that you are aware of. Noise and disruptive behavior by adolescent client group. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No .How many people are currently on your waiting list? None 9. In what way are your agency's services publicized? Through professional referral channels, information is provided to courts, social service agencies, schools, and probation offices. Local social service agencies are appraised of our service capabilities. r—i 398 Agency Goals Form Attachment YOUTH HOMES, INC. Program Goal: 1. To provide a Youth Emergency Shelter Care within the Iowa City area for those adolescents who are presently in contact with the Department of Human Services, United Action for Youth, and other social service agencies. Program Objectives: 1. To develop programs between Youth Homes, Inc. and other social service agencies to maximize continued placement within the Iowa City area of the adolescents who live here. 2. To maximize therapeutic involvement of the adolescent and his family even though out -of -home placement must be considered for a time period which is commensurate with good correctional action. 3. To work with law enforcement agencies in an attempt to identify causes and provide treatment for anti -social behavior and maladjustments to the community and/or child's family. I 4. To maximize the potential use of Human Service monies within the Iowa City area by reducing out -of -county placements as well as coordinating efforts in working with troubled youth in the Iowa City area. Program Goals 2. To provide residential care for emotionally disturbed adolescents= to help them achieve or maintain self-sufficiency including reduction or prevention of dependency; to prevent or reduce inappropriate institutional care by providing for cooumnity-based care or other forms of less intensive care. Program Objectives: 1. Staff residential care facility for ten (10) adolescents boys and girls and maintain occupancy at a level of eighty percent (80%) or two hundred forty (240) units of service a month. (Note: The unit of service is defined as one bed per day staffed.) 2. Provide a meaningful experience for the boy or girl placed in residential care as opposed to serving time. To counsel and encourage the child to adjust to the community, school, and employment situations. 3. To help the adolescent prepare for future placement and 399 X302 � developing living skills to return home, go to an alternative living placement, or to move to independent living. Program Goal: 3. To provide independent living experience for adolescents who will not return home due to difficulties in the home environment, desire of either the family or the adolescent to not enter into the parent/child relationship through replacement, or due to the impending emancipation of the adolescent from the home because of age. Program Objectives: 1. To develop within Johnson County appropriate independent living sites and employment opportunities by liason with local landlords and employers. 2. To provide support through programming so that the adolescent gains independent living skills such as budgetting, food preparation, leisure time activities, and employment skills. Resources Needed: 1. Two large houses (` 2. Seven full-time staff at each house 3. Three caseworkers 4. Household items to furnish two houses 5. Four telephone lines 6. Liability insurance 7. Fire insurance S. Norkmens Compensation insurance 9. Bookkeeper - part-time 10. Secretary - part-time 11. Office space to hold five people 12. Household supplies and food to serve the needs of sixteen adolescents 13. Office equipment to meet business needs 14. Automobile to transport children to doctor's office, meetings and necessary trips; to use in shopping for supplies and food; to reduce costs by spreading costs through lease 15. Provide for volunteers 16. More Cost of Program: $255,554 in 1982 $240,905 in 1983 400 J UNITED WAY OF JOHNSON COUNTY DIRECTOR: norr+en Monitto' AGENCY NAME: Adult Day Program CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 2P ¢ Ti „„ /co Cents HUMAN SERVICE AGENCY BUDGET FORM PHONE: _a5F_S2po FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: T „ een Monitts: (Please circle year your agency uses) APPROVED BY BOARD:' - — .: _ authorize signature COVER PAGE on date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) The Adult Day Program is designed to postpone institutionalization by enabling the frail elderly to remain in the community as long as possible. The program serves as an additional link in the continuum of care by coordinating services with other health care providers in the community. It offers relief for the care giver and assists families in developing and evaluating a viable plan for maintaining their loved ones in the home. Local Funding Summary: CALENDAR YEARS PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 YFARRCity of Iowa City I $ 0 S 0 $1500.00 Johnson County $10,800 $14,500 $16,866 I City of Coralville I $ 0 $ 0 $ 500.00 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ I $ $ $ 401 a3.2If 1983 1/1/843/31/84 4/1/843/31/85 (4/1/85- /31/86) United Way of Johnson County $ 0 1 $ 0 1 $ 0 FISCAL FY 84 FY 85 FY 86 YFARRCity of Iowa City I $ 0 S 0 $1500.00 Johnson County $10,800 $14,500 $16,866 I City of Coralville I $ 0 $ 0 $ 500.00 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment I $ I $ $ $ 401 a3.2If AGENCY: Adult Day Program INCOME DETAIL 403 a 3a8 ACTUAL THIS YEAF BUDGETED ADMIN. PROGRAM PROGRAM LAST YFAf PROJECTE1 NEXT YEN 2 I. Local funding sources(List below)10 ❑ ❑ ❑ 6,048 12,851 a. „ „.. b. Iowa Cit i p p l 00 c480 c. Johnson County d. Coralville °a ' a ud:'a,. r �.:jpp ? F s>:• �13�-` u.`ar z. `r•'-t`riri 4..s ..C{: -.F;.�,'�` e.yr"^`^ rn :;F"^' c'`ti; `: x `". r.`?'rQ r'iiil'usr•. � ✓ < ,� U . i..Y K J, s"M fi' i.� i irw^kaY�•4.n-. 4 Y>+J 1!'eS. 1 2. State,Federal,Foundations(List) 3,049 4,594 5,000 a, Heritage Agency 3OR9s b. W ,Yw 1 h •. . 'a ./ ! 2; fG9 jV YY, :• J �� tTlS'�...ry t4 F 'fn.4 i i.'.Vn..WPNYfJFYi WLLy[ C. S`N.v MIV�: -IT >T . l ]4ysf Jyq N< )�l♦ [.11{ry€.W hiy d. (/"j Nl F4 ..' ti{ V% r+ 4 F'a ^!'q,•i fr}.. 21 b'„y4'.`(%V1,! S 3. Contributions/Donations 0 0 p 4. Special events(List below) 500 160 340 a. Fundraisingis ,Ao;;� to;.,500� raw wrrsos F° ti rqw 'A:3aofL" b. f 'Y�•{dY i)i'iJ6S t x " a'ji 't''r.?lh.YHYI ytF� F..(Siy'Y . S.•. G • Y' C. •yrJ,y%?v,,,C11 .(. f! i• k 4] N f`c\M>• wx v^ !' r)l .,}F 'tr7s ,�,.. K Y , 5. Net sales -services client fees ,000 3,500 4, 00 1,440 3,060 6. Net sales -materials 0 0 1 0 7. Interest income 0 0 0 8. Other(List below,inciuding misc. --- --- a. :.F� ��:�ji� Kb js i+�e!i'S ii•��4Ai jFJk� i�'i�'t.hS�a+1a Stkh�d7'•��i. : 11< tt fit ,25q„ b. t ���iC4ri iii. Fd�Pi, .ki -tvl� t5 'iti �T 1 �it f C � {C N,.11.{✓A< Lti• � . i�..(g1 1 X ;. ..�• C. t�'I.'c" '�J �•x'+ 1 fLr yY IL.d3 r TOTAL INCOME (Show also on page 2, line lb) 16,849 22,594 28,866 9,237 19,629 Notes and comments: 403 a 3a8 EXPENDITURE DETAIL AGENCY: Adult Day Program is ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR ADMIN. PROGRAM 1 PROGRAM 2 1. Salaries 14,410 3,454 15.184 3,272 20,899 4,180 6,760 4J80 14,139 2. Employee benefits & taxes 3. Staff development ___ ____ ---- 4. Professional consultation ___ _-__ 1,000 1.000 5. Publications/Subscriptions ___ 6. Dues & Memberships --- ____ ____ 7. Rent 8. Utilities --- ---- ---- ---- ---- 9. Telephone 360 360 420 134 2 86 10. Office supplies 8 postage ___ 50 100 100 ---- 11. Equipment purchase & rental ___ ---- ---- ---- ---- 2. Equipment/Office maintenance 0 1 nn 3. Printing & publicity X50 __- 250 1 no 4. Local transportation 360 50 0 _150 ____ 5. Insurance ____ 00 800 2 56 6. Other (specify): �44 7, C.I.P. ---- ---- 8. Maternity replacement --- 80 rogr m, 9. ZEN ant es nn 0. Co s _ TOTAL EXPENSES (Show also on page 2,line 2) 0,334 22,366 28,899 11.680 17,219 Notes and comments: *This money will be utilized to hire a part-time Physical Therapist Consultant to provide exercise and physical therapy recommendations to the participants of the Adult Day Program and their families, is AGENCY: Adult Day Program SALARIED POSITIONS Position Title / Last Name FTE* Director/Monitto 1 Physical Theraplst/Ahrens .075 Program Assistant .5 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET A CHANGE 13,210 14,272 15,699 10 1,200 912 ---- --- 0 0 200 --- RESTRICTED FUNDS (Complete detail,Forms 7 & 8) Restricted by: Restricted for: Hoard naeh P1 n ... Hoard speciml ,rine,,. cash flow 0 400 400 MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers 9,078 9,078 9.345 Material Goods 700 350 50 Space, utilities, etc. 2 4 5 1.135 3,260 Other: (Please specify) 2 *Fu AGENCY: Adult Day Program BENEFIT DETAIL ACTUAL THIS YEAR I BUDGETED I TAXES AND PERSONNEL BENEFITS LAST YEAR PROJECTED NEXT YEAR AGENCY: Optional Budget Form: DETAIL OF BOARD DESIGNATED RESERVES in if applicable), Indicate N/A Adult Day Program (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: cash flow 1. Date of board meeting at which designation was made: November 7,1984 2. Source of funds: carry-over 3. Purpose for which designated: cover lag -time for reimbursement i 4. Are the investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: 5. Date when board designation became effective: November 7,1984 i 6. Date when board designation expires: 7. Current balance of this fund: $228.00 B. Name of Board Designated Reserve: Memorial Fund i 1. Date of board meeting at which designation was made: November 7,1984 2. Source of funds: memorial gifts 3. -Purpose for which designated: special uurnoges: cash flnw i 4. Are the investment earnings available for current unrestricted expenses: Yes X No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: $300.00 C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: _Yes _No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: 407 aa�� Conditions of Association Agency: Adult Day Program AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) The Adult Day Program was founded in August 1979 as a model project, under the auspices of the University of Iowa's Gerontology Center. It began as a one -day a week program serving the frail elderly population of Johnson County. Since that time it has evolved into a four-day a week program, which is currently sponsored by the University of Iowa School of Social Work. The affiliation with the University will terminate in January and consequently the program will be undergoing several administrative changes. This change should provide greater visibility within the community as well as the oppor- tunity to make some necessary program expansions. The goal of the Adult Day Program is to provide an additional link in the continuum of care, in order to prevent premature or unnecessary institutionalization of the elderly. The program, which is loc=.te� at the Iowa City Senior Center provides a wide range of adult day services-- supportive counseling; recreational,physical,music.,dance, and art therapies; socialization;skills of daily maintenance; excursions; viable individual treatment plans that combine health,social and rehabilitative services;and the encouragement of self-worth end independence in an atmosphere of care and concern. Our goalt have remained constant over the past few years. It is our hope however, that with increased funding we can make several of the following changesi 1)increase staff to allow for increased client load 2) increase the number of hours and days of operation to better meet the needs of the residents of Johnson County 3)acquire additional space to absorb the possible expansion 4)reach a different sector of the community at large 5)expand programs. 408 ;-o I` a3�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose The purpose of the Adult Day Program is to serve the elderly of Johnson County who are experiencing some loss of independence,to postpone their possible institutionalization and to offer relief for the care -giver. B. Programs 6 Brief Description The Adult Day Program is a four-day a week sidname4Rts$Eti$jdR@aRRi8J�gation �aFa�E1'tatm nd lf- mainternance. �he s aff als�� assists families in developing a viable plan for the individual to help keep them in the home. C. Tell us what you need funding for. Increasing staff and professional consultation Expanding hours and days of operation Purchasing supplies,consummables And equipment D. Management 1. Does each professional staff person have a written job description? Yes X No i 2. Is the agency Director's performance evaluated at least yearly? Yes X No i i E. Finances 1. Are there fees for any of your services i Yes X No a) If"pes", under what circumstances If the individual's income exceeds low level income guidelines established by the DOL. b) Are they flat sliding X ? I c) Please discuss your agency's fundraising efforts, if applicable Bake sales Garage sales Family Focus I and II calendar sales Working with sororities on their philanthropy projects .i 409 '23.�f F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 4576 b) Unduplicated count 40 32 low income ratio 4:1 8 private pay 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 3120 10 low income ratio 2:1 b) Unduplicated count 1 5 private pay 3. How many units of service did your agency provide to Johnson County residents last year? 1'i.349 4. a se de ne our unit of s rvice um�er o �toulYs of service Imes the number of clients per day. $12 per day. 5. In what ways are you planning for the needs of your service ) population in the next 5 years? 1)increasing the number of hours and days of operation 2)increasing client load 3)acquiring 1 rger space to house program 4)adding more staff/volunteers 5�expanding requirements for eligibility into the program G. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Due to the lack of adequate funds it has been difficult to maintain adequate staff/client ratios as well as the consistency of staffing patterns. This necessitates time and energy spent training volunteers several times a year. Presently, the Director does both administrative r'nak programming which leaves little time for public relations, fundraising, recruitment, staff development, upgrading evaluation tools and expanding the program to meet the needs of the larger population. Our funding base has remained rather stable in the last few years, so improvements and expansion have been difficult to initiate. 410 �3a� 7. List complaints about your services that you are aware of. Inconsistency of staff; poor staff/client ratio; inadequate hours of operation to meet the need o the working care -giver; lack of adequate space;overworked staff; inability to increase enrollment levels. 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can had to tare people away t A,U.r b p%@ehRxa in�f11d1s@6 list and have staff would help. How many people are currently on your waiting list? Approximately 9 9. In what way are your agency's services publicized? Newspaper articles have appeared in the Daily Iowan, the Press - Citizen, the C.R.Gazette, the Des Moines Register, the Senior Center Announcements in the Volunteer Watch Post, the Gerontology Newsletter. ` Radio spots have been done(ie. the Dottie Ray Show) Brochures are distributed to all local agencies which serve the elderly and are on permanent display at such places as the Senior Center and the Iowa City Public Library. Director makes speaking apearanclocal civic iversity rvile groups, sororities,churches,clubs Aging Studies) Attendance at monthly Service Providers Meetings provide a link to other agencies who serve the same population. Provision of training workshops at various aging conferences throughout the state(ie.'Okoboji Conference, Mid-America Congress on Aging). Adult Day Program's name and services appears in a national listing of Adult Day Care Centers. Adult Day Program has co -produces several programs with Hawkeye/Heritagi CableVision that appear on local cable television. Adlt I atutheDSenior Centers been HealthrFairseanddthelide OlderhAmericansals display) Day Fairs. 411 a3�� AGENCY GOALS FORM Name of Program: Adult Day Program ADULT DAY PROGRAM Coal: To provide an additional link in the continuation of care, in order to pre- vent premature or unnecessary institutionalization of the elderly. Objective A: To prevent social isolation and encourage social interaction by: A. Maintaining and developing independence by providing social contact in small groups, a day away from home, and an atmosphere of self care. Tasks: 1. Provide assistance with skills of daily living while encouraging independence. 2. Encouraging participants to help each other through volunteer and staff orientations. 3• Assist clients as needed with toileting, carrying lunch tray, dressing, being responsible for per- sonal items. 4. Continue present hours of operation until June 1985, beginning July 185 increase program hours from 8:00 - 4:00 5 days per week. 5. Provide monthly health care programs. B. Increasing interaction by providing meaningful social contact in an environment of care and concern and contact on a regular, personal basis. Tasks: 1. To improve staff continuity by adding one part- time, program assistant. 2. Encourage the development of personal relationships within the group. 3. Foster a 6ense of group identity outside the Adult Day Program (phone calls and visits among participants). 412 �3a9 Objective B: To provide a supportive environment designed to maintain or improve individual functioning by: A. Improving mental and physical functioning through physical exercise, social and recreational activities, and reality orientation. Tasks: 1. Offer 3 to 4 physical exercise programs per week, supervised by a part-time consultant. 2. Provide reality orientation and stimulating daily programs (i.e. discussions, games, craft j activities) as well as occasional outings. B. Increasing activity through participation in group activities, physical and mental exercises, and social contact and stimula- tion with different ages and cultural groups. Tasks: 1. Arrange for pet therapy sessions with animals brought in from the I.C. Animal Shelter, the Pet Degree, and Brenneman. 2. Provide monthly intergenerational contacts with elementary schools and day care centers. 3. Provide monthly cultural outreach programs - International cooking classes, trips to Hancher, I.C. Community Theater, D of I Art Museum, E.C. i� Mabre and Clapp Rental Hall. 4. Encourage conversational discussions during morning snack period. Objective C: To assist participants and their families in developing a viable plan for maintaining the eladerly in their homes by: A. Making and taking referrals. ' Tasks: 1. Continue receiving 3 referrals/month from PSA, 1 CAHHSA and other agencies which serve the elderly. E 2. Increase monthly referrals to 5/month by July 1985. B. Making home visits, assessments and discussions with family members. Tasks: 1. Setting up initial visit with client and family member by phone. 2. Develop a comprehensive assessment tool. 413 R31;f 3. Work out viable care plan with family members and make referrals to appropriate agencies (ESA, ' CAHHSA, DHS) as needed and consented to by client. C. Encouragement of visit to Adult Day Program. Tasks: 1. Invite client to attend a session to observe. 2. Encourage family members to visit on a regular basis. 3. Institute monthly family support groups. D. Holding Case Management meetings as appropriate. Tasks: 1. Hold meetings with involved professionals (social worker, nurse, ESA, MOM) each month for high-risk clients. 2. Hold meetings with team yearly for low-risk clients. Objective D: To foster good nutritional habits by including a well-balanced meal through: A: Providing access to a well=balanced noon meal and nutritional snack. Tasks: 1. Attend congregate meal site daily. 2. Provide nutritional morning snack upon arrival and discuss the importance of good nutrition. B. Making available and reinforcing information regarding special diets. Tasks: 1. Providing monthly programs by dietician (community j volunteer/practician student, lectures on nutri- tion and individual diets. 2. Confer with Home Delivered Meals, CAHHSA, letters from physician and professionals regarding specific dietary needs upon enrollment in program; reassess yearly. C. Offering educational programs which encourage sound nutritional practices. 414 a3a0 Tasks: 1. Bring in local community resources such as Johnson County Extension Home Economist to provide educational programs, slide shows, and discussions on nutrition. 2. Arrange for the New Pioneer Cooperative Society's Education and Outreach Committee to provide food tasting sessions. Objective E: To offer transportation services to the program by: A. Linking participants and their providers to community based transportation systems. Tasks: 1. Calling clients weekly to see what their transpor- tation needs might be. 2. Arranging rides for them on the SEATS bus. 3. Reminding clients of their other appointments (doctor, dentist) and making arrangements whenever necessary. '•-.� Objective F: To develop a system of intervention and referral for elderly ,..� persons vulnerable to institutionalization by: A. Maintaining contact with service and health providers to encourage referrals. Tasks: 1. Attend monthly meeting of Organization of Service Providers. t 2. Attend monthly luncheon meeting of Directors of Agencies. B. Educating community service and health providers on the iphilosophy and services offered by the ADP. Tasks: 1. Disseminate brochures. 2. Develop a Speakers Bureau to answer requests for talks on Adult Day Care. 3. Provide training and workshops for community vol- unteers and other health care professionals interested in Adult Day Care. 415 A3.?e C. Develop a comprehensive intake process, including multi- disciplinary assessment and home visit. Develop comprehensive intake and assessment forms with consultation from health care teams. Participate in Case Management Team meetings as needed. Tasks: 1. 2. Objective G: Through a multi -disciplinary team approach, provide an individualized treatment plan and encourage active participants involvement by: A. Developing individual care plans with input from participants, family and appropriate agencies. Tasks: 1. Attend Case Management meetings where appropriate. 2. Provide home assessments by day program staff. 3. Develop file on each participant containing short and long-range goals. B. Providing regular evaluation of treatment plan. Tasks: 1. Develop sive evaluation tools for ADP staff and family luation sessions 2. Hold bi-annual and members mbers anduinvolvedap professionals. for family Sly Objective H: To implement acalprograms multi -dipby by: model integrating health, social A. Having consultations with community-based professionals such as physicians, nurses, social workers, dentists, nutritionists, i occupational therapists, physical therapists, recreation therePista, etc. to assist as needed, in program development, ividual case planning and evaluation. program delivery and ind i Tasks: 1. Set up Advisory Committee made up of various health care professionals. 2. Develop a consultant group (CAHHSA, SSA, Senior Center, Clinical Nursing specialist, PT, OT, AT, physicians, the fo ms,evatetc.) to assist n uation,assessmenttoolsdandlwithnthe delivery of services. 416 ;3aP UNITED WAY OF JOHNSON COUNTY DIRECTOR: Gretchen Lucht AGENCY NAME: _ARC/JC CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1020 William HUMAN SERVICE AGENCY BUDGET FORM PHONE: 351-%17 FISCAL YEAR 1986 ,,, LENDAR YEAR 1985 ' 0, COMPLETED BY: ei (Please circle year cy uses) APPROVED BY BOARD: u rized signature COVER PAGE on 11- -84 date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. Family Support- to provide respite care for families for relief, vacation and emergency care. 2. Advocacy- to act on behalf of the retarded, seeking programs that enhance the quality of their lives and monitoring existing programs. 3. Legislative Action- to keep public informed on legislation and governmental rulings which have an impact on the lives of the retarded. 4. Nelson Adult Center -to provide a permanent facility for the Nelson Adult Center. 5. Community Awareness/I & R- to increase the community's awareness of ARC/JC, its programs and services,; the causes and possible prevention of mental retardationand to provide the retarded citizens of J.C. and their families with knowledge of the services available to them. 6. Community Programs- to encourage the provision of community programs which provide special events or activities for the developmentally - disabled in our community and their families. 7. Vocational Advocacy- to increase employment opportunities for the retarded in our community, to do Job placement, training and follow-up. Local Funding Summary: CALENDAR YEARS PROPOSFO 1985 FISCAL FY 84 FY 85 FY 86 YFARS 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3%31/86) United Way of Johnson County $ i nnn $12.000 1 $12.000 FISCAL FY 84 FY 85 FY 86 YFARS City of Iowa City $ $ § Johnson County $ $ §25,500* City of Coralville $ $ 1.500 $ 1."00 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ 3,815 $ 1,206 $ $ 2,609 *$9,500 has already been awarded to the Vocational Advocacy Program by the Board of Supervisors on the recommendation of the MH/MR/DD Advisory Committee; the remaining $16,000 is for the provision of the Summer Program previously funded through Social Services. 418 ME 0?307,r AGENCY: arc/,`C BUDGET SUMMARY ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) a. Carryover Balance (Cash from 3) b. Income (Cash) 66 87 7 .114 218 193.9io 8 21 '810 2. TOTAL EXPENDITURES (Total a + b) 57,852 20?.105 89.682 a. Administration b. Program Total (List programs below)gi ' ' 1. FamilySu ort G. ,iVbJ} k'h 1'� :..rt.... +wL; a�ig'rrt �' 7�. i "CaY "aY 2. Advocacy+-r3.504x =a�Ls�`eck` 1x+ a• k,122 :t12 3• Legislative Action 3,075 2,406 , hr ,2,.+i�2 r ;; sa 4. Nelson Adult Center a,-g34,929�. is�s <Yygj 788.h� ' r'" 5• Community Awareness 4 020 / � �. 579 ' 6. Community Programs t""3i693+�''' � 3�760� "�j: '" 4.iggg w..1h...:a, sSq Yxt 7. Vocational Advocacy A'4 X1,358 k syr x4,20,71] gya i` 13'28 4cicr 8. CDBc �4 3r E 4�i� �,y<,i St9 1*1h , •�',, kyr r„ • L3. ENDING BALANCE (Subtract 1 - 2) 8,535 11,810 4,228 4. IN-KIND SUPPORT Total from Pae 5) 21,580 21,580 21,580 S. NON-CASH ASSETS 100,000 161,000 165,000 Notes and comments: 1984 Income 1984 Expend. 1984 Excess 1983 Excess i 1984 ! 1985 Total Income Excess j at end • of year I I Vocational Advocacy 19,833 20,715 (882) 4,895 4,013 9,500 I — _ -- CDBc 1130,095 130,095 0 0 o I o I Building Fund 139,895 37,000 2,895 General Fund 20,557 19,295 1,262 ( TOTAL 1210,380 207,105 3,275 I i i r �! i� o'0 J 1985 1985 Expend Total Excel at end of year 13,788 0 ( 275) 0 3,445 6,340 i 36,400 38,490 4,250 i 195 1,457 20,200 21,40--f 253 i I • 8,535 11,810 66,100 73,682 I 4,228 AGENCY: _ARC Jo INCOME DETAIL ACTUAL THIS YE BUDGETED ADMIN. PROGRAM PROGRAM LAST YEA PROJECTE NEXT YE AGENCY: ARC/JC INCOME DETAIL (Continued) 422 d3a4f PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM PROGRAM 3 4 5 6 7 8 1. Local funding sources(List below) a. b. C. Johnson County 16,000 9;,500 d. r , s e. 2. State,Federal,Foundations(List) d. b. d31id�� 5.: y� Lif f d. 'tit i `t trt- K ur ' jYY 3. Contributions/Donations 4. Special events(List below) MH/MR/DD '.3 r -i •l; x rn ex u" n^ 'ro w' tory a.b. Summer Program ' '4 . ,{YAC : ? `� rx '� aF','n'. i • C ) +' C. Shit n✓ri' r r. n.,..,. ,.. 5. Net sales -services 6. Net sales -materials 7. Interest income 400 B. Other(List below,including mise. %j�� V�-.`SJ��Jd'yix,' Kdi•:,i...rt '.txi-nY7itV? 4'.!./, sp,,r� a. PP a�+•� $pl'f�F YX}' r p h4: Yi ✓) f.` : y t' ,. • a.( S 1x C": b. T4Yp ° 1.i J Y oa . Jtw u. 4 1✓ Rent.. C. TOTAL INCOME (Show also on page 2, 36,400 19,000 9,500 line lb) Notes and comments: - I 422 d3a4f EXPEI 1. 2. 3. 4. i 5. 6. 7. 8. 9. 10. 11. z. 3. 4. 5. 6. 7. 8. 9. 0. Sp r EXPENDITURE DETAIL (Continued) AGENCY: ARC/JC PROGRAM 3 PROGRAM 4 PROGRAM 5 PROGRAM 6 PROGRAM 7 PROGRAM 8 1. Salaries 233 779 1,559 546 2. Employee benefits & taxes 22 73 146 51 3. Staff development 4. Professional consultation 5. Publications/Subscriptions Pn 20 6. Dues & Memberships 2,000 1,000 7. Rent 8• lfp'Y " Mortgage 24,000 9. Telephone 10 33 64 23 1252 10. Office supplies & postage 14 45 90 31 $02 11. Equipment purchase & rental 8,000 12. 9gyY9*JY9��'79j7p�'i�'I9p 2,000 r 13. Printing & publicity t09 18 60 120 42 100 14. Local transportation 150 i 15. Insurance 2,000 16. Other (specify): 17. voo. Ad. 13,513 Summer Frog. 19.000 F`am. Sup. to Ind. L20. Rn, 250 TOTAL EXPENSES (Show also on'2 467 page 2,line 2 38.490 3,579 19.963• 13,788 ..i AGENCY: SALARIED POSITIONS Position Title / Last Name FTE* Fxnrntivn ❑icaator .5 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET % CHANGE p RESTRICTED FUNDS (Complete detail, Forms 7 & 8) Restricted by: Restricted for: Board Nelson Adult Center Board Vocational Advocacy Donor Summer Program Donor CDBG 34,929 39,895 37,000 3,400 3,025 2,961 130,095 ' MATCHING GRANTS Grantor/Matched by: MH/MR/DD Spec. Alloc. 6,253 .16,433 9,500 Johnson Co. Board of Supervisors IN-KIND SUPPORT DETAIL Services/Volunteers 20.000 N). 000 pn-nnn Material Goods 500 500 500 Space, utilities, etc. 1,080 1,080 1,080 Other: (Please specify) 21,580 21,580 21,580 *Ful AGENCY: APP/ BENEFIT DETAIL 3Fz1 �3aa' ACTUAL THIS YEAR BUDGETED TAXES AND PERSONNEL BENEFITS LAST YEAR PROJECTED NEXT YEAR (List Rates for Next Year) TOTAL 220.94 568 FICA 7 % x $ 7794 165.00 422 546 Unemployment ComP. 2.42 % x $ 7794 55.94 146 189 Worker's Comp. % x $ % x $ $ per mo.: indiv. Retirement Health Ins. g_ per mo.: family Disability Ins. % x $ $ per month Life Ins. Other % x % x $ If all.s.taff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual � hours in days per year for years --to _ _40._ days per year for year,___ td Vacation Policy: Maximum Accrual 0 hours days per year for years _ to _ days per year for year _ to Holidays: 0 days per year. Months of Operation During Year: Io Hours of Service: DIRECTOR'S POINTS & RATES o STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS " Minimum Maximum o Related to Supplemental Request Health Insurance _ $_JMon• y �_ for Salary Adjustment: Disability Ins. _ $_/Mon. _ Life Insurance $_1Mon. County $ Dental Ins. _ $_,Mon. _2 United Way $ 7T.-5 Vacation Days _ _ Days 10_ Other $� Holidays Days _A Sick Leave _19_ } Days 12 POINT TOTAL 5 42 3Fz1 �3aa' �J "'ti i`.5 OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund Summer Proaxam 1. Restricted by: Donors 2. Source of fund: Donations 3. Purpose for which restricted: c;jjmmPr prngmm 4. Are investment earnings available for current unrestricted expenses? Yes _.L,No• If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: nn B. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _Yes No If Yes, what amount: S. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 428 AGENCY: Optional Budget Form: (Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: 3U#141ng FuAd 1. Date of board meeting at which designation was made: Febr. 13, 1980 2. Source of funds: Rent from lease of building to Systems Unlimited Inc. 3. Purpose for which designated: Building upkeep and improvements fer�k}salt—amu}b Center. 4. Are the investment earnings available for current unrestricted expenses? Yes _j_No If Yes, what amount: 5. Date when board designation became effective: February 13, 1980 6. Date when board designation expires: N„+ Ape j gno+M 7. Current balance of this fund: ag a?o-a4 0 B. Name of Board Designated Reserve: v ,+,0_1 A� acac� Rxngram 1. Date of board meeting at which designation was made: pcteZ:ar 3, 398^ 2. Source of funds: Emergency Services Softball Game 3. Purpose for which designated: To continue Vocational Advocacy Program once Current funding stops. 4. Are the investment earnings available for current unrestricted expenses: Yes _,,No If Yes, what amount: S. Date when board designation became effective: gebeber�, }484 6. Date when board designation expires: $3,400 7. Current balance of this fund: C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: _Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: 429 a3.?lf Conditions of Association Agency: ARC/JC AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Throughout its 27 year history. ARC/JC has acted as an advocate for the rights of retarded citizens. When the notice appeared in the Iowa City Press Citizen over 27 years ago asking persons interested in the welfare of the retarded to come to a meeting, Johnson County had no educational, recreational, vocational or residential programs for retarded individuals. Johnson County in 1984 has programs, some model, in all four areas. The ARC/JC has been instrumental in creating these programs, and in advocating for programs which provided the retarded with services "normal" people take for granted. Over the years, ARC/JC has worked to see adequate services were provided for the mentally retarded. Many services which ARC/JC began have now been taken ._ over by other agencies. In addition to the Special Education program, Good- will Industries of Southeast Iowa was nurtured by the ARC. In 1970, ARC/JC members begin discussions on possible alternatives to institutionalization. This culminated in June 1971 in the formation of Systems Unlimited , Inc. (SUI) by the seven members of the ARC/JC who had been charged with the responsibility for making residential services available on the community level. Special Populations Involvement (SPI) came about because of cooperative planning for recreation for the retarded which dates back to early 1959 between ARC/JC and the Iowa City Recreation Department. Current programs include Family Support, Advocacy, Community Awareness and Information and Referral, Community Programs, Legislative Action, Nelson Adult Center and Vocational Advocacy. Descriptions of these programs can be found elsewhere in this application. This year will see the completion of the renovation of Nelson Adult Center. ARC/JC received $128,580 in CDBG funds to enable NAC to fully utilize both floors of the building. The Vocational Advocacy program is completing a successful year with funding secured through June 1985• Five individuals, who previously would have remained in a sheltered workshop or adult activity center, are now successfully working in competitive part-time employment in the community. A local Prevention Committee is being established to im- plement the program developed by ARC/Iowa and to adapt it to our area. 430 aa�� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose ARC/JC provides servi,ee,support and advocacy for the retarded citizens of Johnson County and their families. It also fosters the prevention of retardation. B. Programs b Brief Description Family SuDDort: Provides respite and emergency care for retarded citizens and their families with financial support. Advocacy: Acts on behalf of the retarded, monitoring the quality of existing programs and seeking programs that are needed. Lea. Action: Keeps membership informed on leg. and governmental rulings which impact retarded citizens. QW -e) C. Tell us what you need fundin44tfor. To maintain current programs and co theirfamilies canto sinvestigate that retarded of Johnson County D. Management 1. Does each professional staff person have a written job description? Yes ,' _ No p. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes x No a) If "yes", under what circumstances eof $1.00 /hour, $3/day- Family Support requests a parent payor re a arental emergency and $5/day respite care. The Summer Program requests P contribution based upon income. b) Are they flat sliding A _? �Jour agency's fundraising efforts, if applicable C) Please discuss y Fundraising efforts have generally been limited lto membership campaigns Your (one or two a year) and one other activity, p ge contest for League bowlers. 431 ��.7� Nelson Adult Center: Provides a permanent facility for NAC. Community Awareness: Increases the public awareness of ARC/JC and the programs that we provide and increases the knowledge of services available within the community from other sources for concerned families. Community Programs: Supports special events and programs that benefit special populations in our community. Vocational Advocacy: Develops'jobs for the trainable mentally retarded, places indi'+iduals in those jobs, trains them and provides follow-up. 432 r"1 a3-7� r F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 7.162 b) Unduplicated count 924 MR 2090 family members" 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count 5.190 b) Unduplicated count 3. How many units of service did your agency provide to Johnson County residents last year? 15.982.25 4. Please define your unit of service Varies according to program See attached sheet for clarification. k 5. In what ways are you planning for the needs of your service population in the next 5 years? The Community and Family Living Amendments introduced in the U.S. Senate this past session will, if passed, create an expanded funding base for integrated community services. ARC/JC will be involved in the development of new services and the enhancement of currently existing ones to meet the needs of 6. Please comment on any other problems or factors relevant individuals to your agency's programs, funding or service delivery. with MR. As in previous years, because the ARC/JC is an agency with many different programs and projects with limited staff time, it is necessary to rely on volunteers to carry out much of the work. The development of a broad Lase of support is necessary and will continue to be a focus of the agency. r According to the 1982 DSS MR/DD Unit District 10 Survey for Johnson County estimates the number of mentally retarded of all ages to be 924; assuming the Bureau of Census figures, published in March of 1980, for average population/family size, 2,090 parents or other family members could be added to this estimate of the retarded, making the number served to be approxi- mately 3,000 individuals. 433 a3.?k 7. List complaints about your services that you are aware of. None B. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? No waiting list. How many people are currently on your waiting list? 0 9. In what way are your agency's services publicized? We distribute a newsletter nine -ten times a year and send home information through the schools approximately 15 times during the year regarding programs and services. Meeting announcements are sent to newspapers and local radio stations; brochures are distributed through the library, physicians' offices, and by program personnel. 434 SERVICE REPORT INFORMATION PROGRAM COUNT OF PERSONS SERVED UNITS OF SERVICE DEFINITIONS OF UNITS Duplicated Unduplicated JC IC JC IC Family Support 130 91 21 14 652.25 hours Hours of care 150 days Days of care Advocacy 924* 290 hours No. of hours spent in advocacy for groups or Ind. and in planning and presenting workshops. Leg. Action 924* 50 hours No. of hours of letter - writing and informing members of issues. Nelson Adult Center 44 38 44 38 13,138 days Days of work activity .a (19 - outside of J.C.) w Community Awareness/2835 2430 315 270 9 issues Newsletter Issues of newsletter, I & R 124 90 35 20 20 meetings Parent groups/Membersh. brochures, inserts in 825 550 75 50 11 notices Notices sent to schools newspaper, speaking 800 600 800 calls Telephone calls engagements, telephone 285 260 285 260 18 occur. Speaking engage/new items calls or parent/mem- bership meetings. Community programs Goodtimers 80 70 80 70 80 participants No. of participants Friends 10 5 10 5 10 participants Sports Day 125 75 125 75 125 participants Summer program 31 21 31 21 31 participants Vocational Advocacy 6 4 5 4 6 individuals Individuals placed In jobs ARC/JC 1985 FAMILY SUPPORT PROGRAM Goal: To provide a respite care program which families with retarded members can use for relief,vacation and emergency care. Objective A: In 1985, to provide financial assistance to 25 families using the respite care program. Task: 1) Continue public awareness activities through schools and media to increase usage. 2) Monitor procedures to ensure quick pay- ment of vouchers. 3) Issue reports when necessary to users so they are aware of remaining number of hours or days. Objectice B: Provide an up-to-date list of care -providers to all families with school age children and allother users of the program. Task: 1) Gather information on utilization of list. 2) Study alternative methods of obtaining names of care providers.-� 3) Have each care -provider complete a questionnaire about their availability, services they could provide, past ex- periences and special skills. 4) Have parents complete an evaluation form for each of the care -providers they have used from the list. Obective C: In 1985, continue to investigate additional care needs of parents, or ways that the Family Support Program could be improved to better meet the needs of users and potential users. Task: 1) Investigate drop-in respite care program or programs where we provide sitters and the parents call us. Resosurces Needed to Accomplish Program Tasks: 1) Financial resources to pay for respite care. 2) Staff time to coordinate activities of volunteers and 436 "Z3,4 coordinate awareness activities. 3) Two volunteers to check vouchers and keep records. 4) Volunteer treasurer to pay vouchers. 5) Brouchures to increase public awareness. I� 6) Telephone to provide information and answer questions of potential users. 7) office supplies to carry out program. Cost of program: $3,991 t Ij ADVOCACY PROGRAM I Goal: To act on behalf of the retarded, seeking programs that enhance the quality of their lives, monitoring existing programs to ensure that they meet the needs of the retarded icitizens of Johnson County. Objective A: Through the Special Education AdvisoryCommittee monitor the programs and services available in the _ Special Education classrooms. Task: 1) Attend ineetings which study the following topics: Support services, communication with parents, integration, Special Olym ics, transportation. 2) Investigate any other concerns brought to our Sp. Ed. Advisory Committee. Objective B:• Handle, on a case by case basis, requests for service from individuals or groups within the community. Resources Needed to Accomplish Program Tasks: i 1) Staff time to coordinate activities of volunteers and carry out dieectives. � 2) Volunteer representatives to serve on Special Education i Advisory Committee. 3) Acquisitions for ARC library to help parents have sources of information. 4) Necessary office supplies to carry out program. Cost of Program: $4,122 437 IZZ3179F LEGISLATIVE ACTION Goal: To keep informed on legislation and governmental rulings which have an impact on retarded citizens and to activate the ARC/JC membership on issues that respond to public pressure. Objective A: inform mARCa membership on ARC/USlar basis of Action Alerts sent by Task: 1) Establish Governmental Affairs Committee. 2) Establish Phone Chain to initiate letter writing campaigns. 3) Provide information and letter writing materials at meeting when necessary. Objective B: Educate offici members on the issues and how to Lobby governmental Task: 1) Send GovernmentalrAffairsee eWorkshopeputo theon by ARC/Iowa. 2) Print Governmental Affairs articles in Newsletter. 3) Subscribe to Mental Health Law Project Newsletter. •4) Support ARC/US and ARC/Iowa programs, Resources Needed to Accomplish Program Tasks: 1) Staff time to coordinate activities of volunteers. 2) Volunteers to serve onGovernmental Affairs Committee. 3) State and National publications. 4) Newsletter Cost of Program: $2,467 NELSON ADULT CENTER Goal: To provide a permanent facility for the Nelson Adult Center Objective A: In 985,complete etthe etrenovation of the building at 1W 438 ,�.3-Zf Task: 1) Oversee renovation projects. 2) See that contract agreement with City is carried out. Objective B: Provide all aspects of building management Resources Needed to Accomplish Program Tasks: 1) Staff time to manage building and to oversee renovation project. 2) Volunteers to serve on Building Committee. j3) Building Insurance 4) CDBG funds 5) Office supplies necessary to carry out program. Cost of program: $38,490 COMMUNITY AWARENESS/INFORMATION AND REFERRAL Goal: To increase awareness in the community'of ARC/JC, its pro- grams and services, mental retardation --its causes and possible prevention, of mentally retarded people and their ability to participate in community life. To provide the retarded citizens of Johnson County and their families with knowledge of the services available to them. ObjectiJe'A:''Implement Prevention Program developed by ARC/Iowa. Task: 1) Finalize the braod based committee which will adapt the program to local community. 2) Obtain financial sponsorship for new born kits. to be distributed in local hospitals. 3) Develop toy lending library to aid in early infant stimulation. 4) Train speaker's bureau to present programs to local schools and youth groups. 5) Develop media campaign to inform the public. Objective B: Utilize local media to publicize membership meetings programs, and special events. Task: 1) Notify newspaper and radio monthly of General Membership Meetings. 2) Particpate in marketing campaign of State and National ARC. 439 a3.�� .^ Objective C: Publish newsletter at least nine times during the calendar year. Task: 1) Collect information for newsletter, organize it, and edit when necessary. 2) Prepare original copy of newsletter and deliver to printer. 3) Take sorted newsletter to post office for mailing. Objective D: To provide information and referral to an estimated 800 people who will call the ARC/JC during 1985. Task: 1) Maintain consistent office hours. 2) Maintain up-to-date information on services available within the community. 3) Continue use of phone answering machine to record messages and refer callers to a number where staff can be reached. Resources Needed to Accomplish Program Tasks: 1) Staff time to provide information and referral and to coordinate activities of volunteers. 2) Maintain volunteers for the Prevention Committee. 3) Volunteer to serve as Newsletter Editor 4) Sponsor for Newborn Kits. 5) Volunteersfor Speakers' Bureau. 6) Telephone and office supplies to carry out programs. Cost of Program: $3,579 (includes State and National Dues) COMMUNITY PROGRAMS Goal: To encourage the provision of community programs which provide special events or activities for the developmentally disabled in our community and their families. Objective A: Friends' Program Task: 1) Work with the Special Populations Involvement Program of I.C. Parks and Recreation to coordinate volunteer recruiting, training and group activities for participants. 2) Provide follow-up with parents or guardians of �..d developmentally disabled individuals participating in the program. 440 a3a09 Objective B: Mothers'/Parehts' Group Task: 1) Develop a community awareness campaign to ensure that parents who would like to participate are awzre of the program 2) Work with Grant Wood AEA in development of program topics. 3) Provide general support for program. Objective C: 50mmer Program Task: 1) Work with Systems Unlimited, Inc. in developing resources to -meet needsof the + program. 2) Work with the I.C. Community School District in the development of resources to im- prove program. 30 Provide information on program to parents of school aged children. 4) Collect fees from parents and forward to SUI to help cover cost of participa- tion for community children. Objective D: Sports'• Day Task: 1) Provide volunteer to work on committee. 2) Provide donation to cover expenses. Objective EY Special Olympics Task: 1) Provide donation Objective F: Goodtimers Task: 1) Provide donation Resources Needed to Accomplish Program Tasks: 1) Staff to work with cooperating agencies in the develop- ment of programs. 2) Volunteers to serve as Chairpersons of Friends and Mothers' Parents' Group. 3) Volunteers to work -on development of Summer Program. 4) Financial resources to allow donations to programs. �.i Cost of Program: $19,963 ($19,000 is to cover the cost of Summer Program) 441 �'NSfJ VOCATIONAL ADVOCACY Goal: To increase the number of moderate -severely retarded indi- viduals in competitive employment In order to increase the likelihood that individuals placed in these positions will retain them the Vocational Advocate or Trainer will pro- vide intensive training for the employee. Once training is completed, the V.A. or Trainer will provide follow-up in order to maintain employment. Training sites will balso be developed which will be used for evaluation of MR individuals who have not benefited from vocational program- ming in the public schools. Task: 1) Increase the employemnt opportunities for the trainable mentally retarded in our area. 2) Facilitate the placement of handicapped indivi- duals in these jobs. 3) Provide training and services to employee and employer to increase the likelihood that the individuals placed in these positions will re- tain them. Resources NeedAa t3'RcComplish Program Tasks: 1) Vocational Advocational to do job development, training and follow-up. 2) Trainers/Site Supervisors to provide training and follow-up. 3) Staff to oversee entire program. 4) Resources to cover cost of salaries, and other program expenses. 5) Necessary office supplies to carry out program. Cost of Program: $13,788 (funding through June 1985) 442 el r-' r"1 JOHNSON COUNTY BOARD OF SUPERVISORS COURT HOUSE IOWA CITY, IOWA 52244 PHONE: 13191338.5442 BOARD SUPERVISORS HAROLD M DENNIS J. LANGENBERG I DICK MYERS I BETTY OCKENFELS DON SEHR August 29, 1984 Gretchen G. Lucht, Executive Director Association of Retarded Citizens Johnson County 1020 William Street Iowa City, IA 52240 Dear Ms.Lucht: We have received the recolmnendations of the Mental Health/Mental Retardation Advisory Board in regard to General Allocation Funds for FY85. We wish to advise you that the Board has authorized $9,496.00 to be spent by your agency for the purposes you presented to the Mental Health/Mental Retardation Advisory Board on August 26, 1984. We hope this funding will assist you to further improve or maintain services to the mentally ill and/or retarded citizens of Johnson County. Thank you for your interest. Sincerely, 1 Harold M. Donnelly Chairnan HMD/mk 443 a3�8 DIRECTOR: John Watson UNITED WAY OF JOHNSON COUNTY AGENCY NAME: Goodwill industries CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1410 First Ava.__ n_ d HUNAN SERVICE AGENCY BUDGET FORM PHONE: _(314.1 737-4158 FISCAL YEAR 1986 CALENDAR YEAR 1985 COMPLETED BY: Terry Scheetz (Please circle year your agency uses APPROVED BY BOARD: /authorizedf signature K �• e on k I..' i, /i COVER PAGE date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) Goodwill Industries of Southeast Iowa is a private not-for-profit organization established in 1965 to provide rehabilitation, training and employment services to vocationally disadvantaged persons and individuals with mental and physical handicaps who cannot readily be absorbed into the competitive labor market. Program 1 Work Adjustment Training: The goal of Work Adjustment training is to help each indlvldual acquire the basic work habits, attitudes, and behaviors needed to obtain and maintain a job in the community. Program 2Client Employment Program: Client Employment, a sheltered employment program, is usually long term. A typical participant has completed Work Adjust- ment Training, but because of severity of handicap, lack of incentive, job availability, or other significant barriers, is not ready for competitive employ- ment. Local Funding Summary: United Way of Johnson County of Iowa Ci Johnson Coun CALENDAR YEARS 1983 1/1/843/31 36,554 $ 9,075 FISCAL FY 84 $ N/A $ N/A I City of Coralville FY 86 SUPPLEMENTAL REQUEST: Director's Salary Adjustment $ $ N/A TOTAL OTHER 0 $ 444 PROPOSED 1985 4/1/843/31/85 (4/1/ 3/31/86) $ 36,303 $ 38,200 FY 85 FY 86 $ N/A $ N/A $ N/A $ N/A 1 N/A COUNTY UNITED WAY $ 0 $ 0 M o?3a� BUDGET SUMMARYAGENCY: Goodwill Ind srrie5 445 a3�,? AGENCY: Goodwill Industries INCOh.E DETAIL w'$ 446 ACTUAL LAST YEAf THIS YEAR PROJECTEE BUDGETED NEXT yEAF TOTAL ADMIN. 4ANAGEMEN E GENERAL SELF SUPPORT 1: Local funding sources(List below) 47,747 50,416 79,10C 79,100 79,100 0 a. United Way (Johnson Co.) 36 554 36,303 39.20C 38,200 38,200 0 b• United Way Linn Co. 11.193 14.113 4 0 C. d. e. f. s . 2. State, Fede ral,Fou ndations (List) 5,418 31,228 32,500 0 0 0 Projects t a. Federal - Industry 16,646 32150 0 0 O b. State - MR/DD Grant 5;418 14,582 -- C. c. d. 3. Contributions/Donations 71274 6,000 6,0001 6,000 6,000 1 C 4. Special events(List below) 3,630 4,000 4,500 4,500 4,500 0 a. Membership Drive 3,630 4',000 A;500 4;500 :4;500 =.0 b. ,_. ;.. ... ., C. 5.* Net sales -services 567,976 602,500 634,400 0 0 0 6. Net sales -materials 856,786 930,300 966,500 966,500 0 966,500 7. Interest income 5,404 4,500 4.500 4,500 4.500 0 8. Other(List below,including misc.) a. b. C. TOTAL INCOME (Show also on page 2, line 1b) .,494,23511,628,944 727,500 1,060,600 94,100 966,500 Notes and comments: *Includes County DHS Contracts. .Johnson County DHSa 83! 013_179 84: $220,000, 85:-$226,600, 446 AGENCY: Goodwill Industries i INCOME DETAIL (Continued) EX 1 2 3 4 5 6 7 8 9 10 11 12 13 4 5 6 1 8, 9. 0. EXPENDITURE DETAIL (Continued) AGENCY: Goodwill Industries Not ,J I PROGRAM 1 PROGRAM 2 PROGRAM 3 PROGRAM 4 ( PROGRAM 5 PROGRAM 6 1. Salaries 181,953 52,597• 2. Employee benefits 8 taxes 37,275 3. Staff development 4. Professional consultation 5. Publications/Subscriptions 150 150 6. Dues 8 Memberships 7. Rent 41,400 17,785 8. Utilities 18,000 7,700 9. Telephone 4,500 1,300 10. Office supplies b postage 4,700 1,200 11. Equipment purchase 8 rental 0 0 12. Equipment/Office maintenance 13. Printing 2,830 500 14. Local transportation 0 0 15. Insurance 0 0 16. Other (specify): er su plies 0 0 17 ients wage Trans ortation Su lements 0 17,500 18 ui ing Maintenance and Repair 8,750 8.750 19' Interest 20. TOTAL EXPENSES (Show also on page 2,line 2 301,058 119,757 Not ,J I SALARIED POSITIONS Position Title / Last Name FTE` qpp attachment AGENCY: rnodwill Indus ri s ST YEAR I THIS YEAR I NEXT YEAR ACTUAL PROJECTED I BUDGET CHANGE RESTRICTED FUNDS (Complete detail,Forms 7 & 8) Restricted by: Restricted for: Board Land, Bldg. & Equipment 18,521 Board Land Bldg & Equipnent 689 MATCHING GRANTS Grantor/Matched by: 6.000 1 6,000 IN-KIND SUPPORT DETAIL N/A N/A N/A Services/Volunteers N/A N/A N/A Material Goods N/A N/A N/A Space, utilities, etc. Other: (Please specify) N/A N/A I N/A ;Full-time equivalent: 1.0=Fulltime; .5 -Halftime; etc. 450 a3as -1 Goodwill Industries (Hole: SL III UUII 01 PW II IOil S �SAt ANIIS IUII ALI h[I ;I All Attach explanation of each salary increase of f� i ar greater) 912 7 6.01-7.01 $uppurtl ng Schedul, of Southeast -Iowa---- Pnr, ll on el< Full lime [gu ira- lent•. 19 83 Last Year Actual 1984 [his Year Budgeted 1985 pe. I, Ye+r Proposed Change Ihis Year to Nut S i Current Approved , Salary Range Mini mum •Narinu+ Executive Director 1.00 29,500 311710 33,930 2,220 7 -- Controller 1.00 19,759 21,162 22,040 818 4 15,282-21,394 Administrative Assistant 1.00 11,264 13,079 13,995 916 7 5.75-8.05 Rehab. SeC/Office 1/5 1.00 10,886 11,678 12,497 819 •7 4.81-6.73 Bookkeeper 1.00 13,445 13,888 14,431 543 h 4.81-6.73 Bookkeeper 1/S 1.00 9,964 15,104 14,421 (683) (4.5) 4.81-6.73 Bookkeeping Clerk 1.00 6,084 7,002 8,482 1,480 21.1 3.77-5.28 Director of Operations 1.00 16,974 -- Associate Director 1.00 19,069 20,976 22,444 1,468 7 15,920-22,288 Director Com Rel/Sales 1.00 19,389 -- -- -- CR Director 1.00 15,278 17,326 18,539 1,213 7 15,282-21,394 Rehab. Counselor - IC 1.00 12,883 14,793 16,963 2,170 14.7 13,180-18,411 nnhah rnuncpinr - IF. 1.00 12,379 14,162 16,075 1,913 13.5 13,188-18,463 Rehab. Counselor - CR 1.00 11,090 13,070 15,153 2,083 15.9 13,188-18,463 Chief I/S - IC 1.00 11,963 13,020 13,932 912 7 6.01-7.01 Textiles I/S - IC 1.00 10,510 10,692 11,433 741 F::69 4.62-6.47 (_ total Cif -.__-- •foil-time staff pill be noted as 1.00; half -tie, as 0.50; quarter -lime as 0.75 and so on. All IIBARCIAL INf011MAIION ROuNO(D 10 REARM DOLLAR Good of Sfturhnac ------------ Position 'it Hard Go6ds Material Ila Dock 1/S Truck Drive Truck Drive Truck Drive. Truck Drivel Truck Drivei Food Service Janitorial Fed. Bldgs. Asst Fd. Blt Fed. Bldg. Contract 1/' - Contract 1/S Material Har 9 .11-ti.e it, :•.u., r. Good ___.of south Poe it ion Product Contrac Recycli Asst Fd Fed. 01 Secreta Dona tioi Retail I Cashier Cashier Gonatior IC Campu Cashier Cashier CR West Cashier lie ion t 1/ lg 1. Old Ig, 'y - I Cti lanai - II - I( Ctr S St IC IC ;tor CR •fII•LI.e Ill A A NJ Goodw n! Slllrh".."U Pnsilion ile CR East Stor Cashier- CR Marion Store Cashier - Ida Cashier - CR Safety Direc Electrical/Id Deltline Sor Crest Contra Student Inte Student Inte PWI Counselo PWI Counselo TOTAL STAFF TOTAL CLIENT TOTAL OTHER TOTAL SALAIM ••f u l I -, i•e sl al 0 BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) FICA 7 A x $ 871,430 Unemployment Com . 4.0 A x S 725,000 eric 1 Worker's Comp. Other .92 A x $ 1,062,10C Retirement % x 5 Health Ins. $63.84per mo.: indiv. S -- pe r mo.: family 353,300 Disability Ins. 21; % x $ @60% Life Ins. I $ .30 oer S1.000 of Otherxcoverage AGENCY: Goodwill Industries ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR 12 days per 48,876 56,000 61,000 33,059 28 000 29 000 7 959 7,500 8.000 Vacation Policy: 10 days Maximum Accrual for 160 hours " x S N If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 480 hours 12 days per year for years_ Lo Health Insurance days per year for year _ to 10 Related to Supplemental Request Vacation Policy: 10 days Maximum Accrual for 160 hours 2 more da per year fo years per 12 days year years for 1 Lo 3 through 6. Maximum f 20 days per year year 2 to _ per year. $:/Mon. Holidays: United Way $ Vacation Days 20 1 days per year. _P 'D_ Other $ Holidays Months of Operation During Year: 12 1D_ Hours of Service: 8:00 - 4:30 M -F _1D_ _12 Days 12_ DIRECTOR'S POINTS 8 RATES RANGE OF UIHER STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum Health Insurance 10 $ S�Mon. 10 10 Related to Supplemental Request Disability Ins. 1 $ 36 Mon. �_ �_ for Salary Adjustment: Life Insurance 1 $ 16 Mon. I I Count $ Dental Ins. 1_ $:/Mon. 2 United Way $ Vacation Days 20 _20_ Days 1(]— _P 'D_ Other $ Holidays _10_ Days 10_ 1D_ Sick Leave IP _1D_ _12 Days 12_ 12 POINT TOTAL 56 4A S _ 455 a34erl AGENCY: Goodwill Industries Optional Budget Form: dicate N/A DETAIL OF BOARD DESIGNATED RESERVES ifsapplicable) (For Funds 'Which Are Not Donor Restricted) A. Name of Board Designated Reserve: Goodwill Memorial Fund I. Date of board meeting at which designation was made: unknown - in existence at least 2. Source of funds: Bequests 8 Memorials. 10 years. 3. Purpose for which designated: Special land, building & equipment projects and 4. Are the investment earnings available for current unrestricted expenses? _Yes _LNo If Yes, what amount: 5. Date when board designation became effective: prior to 1975. 6. Date when board designation expires: N/A 7. Current balance of this fund: 5,880.71 as of 9/30/84. B. Name of Board Designated Reserve: Goodwill Equity Account 1. Date of board meeting at which designation was made: unknown - normal operating Acc 2. Source of funds: Appropriations, rent income, gifts sale of property. 3. Purpose for which designated: Land, building & equipment projects and major 4. Are the investment earnings available for current unrestricted expenses: _Yes �__No If Yes, what amount: S. Date when board designation became effective: _probably 1966 6. Date when board designation expires: NIA 7. Current balance of this fund: 9.774 2g ongjj0/A4 C. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: _Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: 456 X3.71 Conditions of Association Agency: Goodwill Industries i AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date G annually.) j Goodwill Industries of Southeast Iowa, a private not-for-profit corporation, was founded in 1965 in Iowa City. The Downtown Kiwanis Club, in cooperation with the Association for Retarded Citizens, determined that a need existed for a workshop to provide vocational rehabilitation and remunerative employment for handicapped individuals. In 1968 Goodwill Industries moved into its present 33,000 sq. ft. facility in Iowa City. In 1973 Goodwill began providing client programming in Cedar Rapids. in The mission of Goodwill Industries is to provide rehahilitatinn training and employment services to vocationally disadvantaged persons and individuals with mental and physical handicaps who cannot readily be absorbed into the competitive labor market. We attempt to minimize the effects of handicapping conditions on those we serve and to maximize each individual's functioning, both within the agency and by linkages with other agencies. We are committed to the concept that effective vocational rehabilitation of handicapped individuals can best be accomplished within a real work environment. Although a variety of techniques and procedures is utilized, real work and an environment which emphasizes high expectations and realistic demands remain the primary means by which clients are assisted toward maximum personal, social and vocational adjustment. Our future plans include a renovation of our Iowa City facility to provide more efficient work space. We also plan to provide additional and varied work opportunities concentrating on the development of Work Stations in Industry. Work Stations in Industry provide more realistic vocational training in an off-site environment which stresses high expectations and nearly competitive demands. 457 -1- le-; ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose To provide rehabilitation, training and employment services to vocationally disadvantaged persons and individuals with mental and physical handicaps who cannot readily be absorbed into the competitive labor market. B. Programs 6 Brief Description 1. Work Adjustment training helps the individual acquire the basic work habits, attitudes and behaviors needed to obtain and maintain a job in the community. 2. Client Employment is usually a long-term program designed to provide training ai employment services to individuals who are not ready for competitive employment. C. Tell us what you need funding for. Both programs: United Way funding helps reduce our dependence on shrinking Social Services Block Grant funds. I I I D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at b=ast yearly? Yes X No E. Finances 1. Are there fees for any of your services iYes X No a) If "yes", under what circumstances EFees are charged on a per diem basis for all services. b) Are they flat X sliding ? c) Please discuss your agency's fundraising efforts, if applicable Annual membership drive (approximately 54,000 in 1984). 458 -q3ai r F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count 78 b) Unduplicated count 84 2. How many clients in Iowa City did your agency serve last year? a) Duplicated count N/A b) Unduplicated count N/A 3. How many units of service did your agency provide to Johnson County residents last year? 9,291 4. Please define your unit of service Day of Service 5. In what ways are you planning for the needs of your service population in the next 5 years? lie are attempting to provide adequate work space and the amount and variety of work to train a caseload of individuals which will likely include more individuals classified as "severely handicapped." 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. { Of major significance is the instability of funding sources. Both of our primary sources of funding have experienced time periods during 1984 when monies were unavailable. Consequently, many individuals experienced gaps in service. 459 ,-�>3'zf 4 7. List complaints about your services that you are aware of. j a) Waiting list b) Heed for additional work 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? Yes. We are making efforts to procure more appropriate work and provide more work space. How many people are currently on your waiting list? 5 9. In what way are your agency's services publicized? a) Publications 1) brochures 2) quarterly newsletter b) Media 1) radio and TV public service announcements 2) paid advertising campaign 3) newspaper news and feature articles c) Public speaking and tours 460 a3�� ,l�d �'mi I.I Irl vra ...111 I,.r,laa-.••--- .-:.... 1 l—, ; _ MV /01rpIlyY1 rn'I Ir Irl! IIr Y1111 Mr1 \.1111. I1111•Irl� 1.1 m1.4n .olrl b aM11e na .p.0 1. 1 bl I. U• (aPbr rrprl /al tll ••M IY'r 1..111 IIr 11rI 1! 1 Ilrr IrrIM el irJI�nuon Sul nl 7i'{:.:III Rn. er b nl111,. I. u.rl y4lbrq N,vr. 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IX ...... 1,l 41111 II,VIIX Illy) IXO 1151 0.11 0, 11 .YI(1 III!., HIP111al. .11. 1 0 ,.01. 10 1. rNlNl Yl1n rlrlxPu11 cit-iIl Ul 1 rMM VIN Ort 0. M.I IrSfIN1111,.Y IIOInq I 11-(141 VII- q nlllbll .los .IIIb, y. Illcm IH ........1, 4 IPU MI JM 10. rM. IM 11•,1.•.x11 1 441.,.II-I., IIN( ruol(n{ !Wh1•1;1!IJ: 1 <ml It. Will Imm,".;V, .1 + •YN1. a Nu a«nual I V«II- If nbn• r :n-4. a Il lily 1. 1 r;qP or till., IFry11.0 n nY ria •. J.• "..110 I.00. W1 mu., P VJ+Nrr All A{{0tlrllel Inr ,-PI110 JNu1n.l-'1-...1,. r •.IN• UOralll r...r\Ir114 v V.nn.... .11'1• MV 1111110 19 rl'Y Or rY.tiwl ' rl Ir I 4l IIInIUIIj Ir IV 10 On (h� _ 1 IIwpM1 I•q OrOr Nrl I'NIOY in IYrlu. qqy� ,41:1.1 rr ?IFF.N' 11 L.. .. r YI Ipnr F., M 1l II IIYI 14101. I FI.1 I"•11,1x1.1 I IOII W.u. Irrnr •.111,1 hlllYrl lhn. IIIF Il lr Illi. ,it 10111111 4...- IMI1 01flN1.0 0L•Ix- JI(Ilrl 11 I I I MI mp.r1 IlDpu1.UM Ib n{ I Pr.n 4l _. CII 01111.14 h1w 1,1111,(I IY1 r u IV+INIIInI loss .II011,{ '`.Ix-IIIIIIIId unl'•" nY'1 r. .., IL (Ill., 1+10,111 I 11.1 uru.ul u.•.1nw w. Ii g tl(ll l.4 IN IH Ill (IIIF? 1.110111{ I {IMI I.Y41, •1 IIIfI 11..r�lia r 1110.1,111. IIf 1 I. 1 .. III!., HIP111al. .11. 1 0 ,.01. 10 1. rNlNl Yl1n rlrlxPu11 cit-iIl Ul 1 rMM VIN Ort 0. M.I IrSfIN1111,.Y IIOInq I 11-(141 VII- q nlllbll .los .IIIb, y. Illcm IH ........1, 4 IPU MI JM 10. rM. IM 11•,1.•.x11 1 441.,.II-I., IIN( ruol(n{ !Wh1•1;1!IJ: 1 <ml It. Will Imm,".;V, .1 + •YN1. a Nu a«nual I V«II- If nbn• r :n-4. a Il lily 1. 1 r;qP or till., IFry11.0 n nY ria •. J.• "..110 I.00. W1 mu., P VJ+Nrr All A{{0tlrllel Inr ,-PI110 JNu1n.l-'1-...1,. r •.IN• 1. Iowa City Residence - A residential care facility licensed for (14) adult transitional clients coming from public or private mental. health hospitals or institutions. 2. Supervised Apartment Living - Counselors working with former clients or people with similar mental health problems in their own apartments in dealing with budgeting, monitoring medication usage, and observing beginning signs of isolation so as to help their needs. Local Funding Summary: raicunaa City of Coralville $ N/A DIRECTOR: Donald R. Osborne UNITED WAY OF JOHNSON COUNTY AGENCY NAME: Hillcrest Family Service] CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: ubuqu . 2005 Asbur�Road rowa HUMAN SERVICE AGENCY BUDGET FORM PHONE: 319-583-7357 `"—.i._+ 52001 COMPLETED BY: Jane Hartman & Paul Porter $CAL YEAR 198 CALENDAR YEAR 1985 uses) APPROVED BY BOARD: n nota/ dl;2 (Pleas year your agency authorized SlgndTUFCJ COVER PAGE on date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) 1. Iowa City Residence - A residential care facility licensed for (14) adult transitional clients coming from public or private mental. health hospitals or institutions. 2. Supervised Apartment Living - Counselors working with former clients or people with similar mental health problems in their own apartments in dealing with budgeting, monitoring medication usage, and observing beginning signs of isolation so as to help their needs. Local Funding Summary: raicunaa City of Coralville $ N/A $ N/A S N/A � FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment $ P/A $ N/A $ N/A S N/A Nr uu 464 a 3,;?[ BUDGE' AGENCY: Hillcrest Family Services BUDGET SUMMARY Iowa City Residence — ACTUAL THIS YEAR BUDGETED LAST YEAR PROJECTED NEXT YEAR 1. TOTAL OPERATING BUDGET (Total a + b) 71,904 159,100 173,754 a. Carryover Balance (Cash from 3) (30,134) (40,021) b. Income (Cash) 102'043 199 IZ1 176 574 2. TOTAL EXPENDITURES (Total a + b) 111 925 161,920 173,754 a. Administration 16 6T6 24 286'%'- 26 823 b. Program Total (List programs below)ar y o C z`wn3" 3. ENDING BALANCE (Subtract 1 - 2) 1(40,021) (2,820) -0-.... 4. IN-KIND SUPPORT (Total from Page 5) -0- -0- -0- Notes and comments: (1) Non -Cash Assests purchased with Capital Fund Drive monies from contributions and Community Development Grant from City of Iowa City. Purchase of House, addition and remodeling of House and furnishing purchases this year. (2) Iowa City Residence was a deficit program from its inception in 1977 until this year as seen by ending balance carry over under actual of last year ($40,021). 466 aa,;? / J AGENCY: Hillcrest Family Servic INCOME DETAIL Iowa City Residence and S.A.L.' Program 467 ACTUAL THIS YEAR BUDGETED ADMIN. PROGRAM PROGRAM LAST YEAF PROJECTEE NEXT YE 1. Local funding sources(List below) 51,844 107,386 171,500 27,273 127,500 16,727 a. Johnson County - SAL 15;000 - 3;341 b. Other Iowa Counties -SAL iw : .. '' - : 6;500 1 '432k'5`068, 467-.3861 150;000 YY�1. 24560. .i�i!F�t�S J,127;500d. SV +.V.1�'yiAyf� tit c. c• Johnson City- Iows City Res. .51;844 . tG7+g LnrT F J Ri'Y 4 t'♦ �{ JAN uX:. L'1i ,yp"�yA { eb }(e. 2. State,Federal,Foundations(List) 50,034 89,114 26,574 3,986 22,588 -0- a Client Care Fees - ICR ",60,'034 X89':114 26:574 3;986 z 22:;588 a -0=ikt (State, Federal & County)b. ,.t >7. �" w 'fs 'a. 1�� syn •'«�=asr L,�m`.. g}5 i7l_4 ^, hr + N4 tffl C. a` r e. "h'. ,tis zete �»Y rt . d. r ;%t,�},?4 ♦ y .4. .-k "*' � sly i� Ay IJj.S` h„�f,I �i �c�.,. 3. Contributions/Donations 4. Special events(List below) 165 2,621 -0- 1 -0- -0- .x+7`. " µd, ttY"F'Gd"G +KSRt2b %^ SCY a. Special Projects - Donations Isl65T :+40 nsurance rocee s r{jg? 7 ,Y �K-O '0.: b. From Fire Damage .,�ta2iet5y81 L`r a a r lc6' 0=3Gki C• S. Net sales -services 6. Net sales -materials 7. Interest income B. Other(List below,including mist. a. b. ..p�L1 M M tt�ftt S 'l.: jh• c. TOTAL INCOME (Show also on page 2, line 1b) 102,043 199,121 198,074 31,259 150,088 16,727 Notes and comments: Total revenue for Iowa City Residence is budgeted for $173,754 while total revenue fro S.A.L. Program is budgeted for $21,500. 467 EXPE 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 2. 3. 4. 5. 6. 7. 8. 9. 0. Hillcrest Family Services AGENCY: Iowa City Residence SALARIED POSITIONS Position Title / Last Name FTE* Program Co.- DRO/Denburg .085 Resident Counselor/M. Hansen 1.0 Resident Counselor/D. Hansen 1.0 Resident Counselor/Brackett 1.0 Resident Counselor/Glasson 1.0 Resident Counselor/Connor .5 Resident Counselor/DeBruyn .5 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET % CHANGE 14,547 18,174 19,100 5% 11,600 12,000 12,600 5% 11,580 12,000 12,600 5% -0- * 10,962 12,600 14.9% -0- * 9,960 12,600 26.50. 6,206 6,431 fi 769 5.3% -0- * 5,780 6,593 14.1% N/A RESTRICTED FUNDS (Complete detail,Forms 7 8 8 Restricted by: Restricted for: N/A MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL ,N/A Services/Volunteers Material Goods Space, utilities, etc. Other: (Please specify) SALARIED POSITIONS Position Title / Last Name FTE* Asst. Exec. Dir./Hartman .025 Dir. of Finance/Porter 010 —� xecu ive Jr. s orne 6 aukke'eper/Comn /Kurt 984 Bookkeeper/Comp./Lagen .08 Secretary C.R./Reck 020 ecretary Offset Printer Dub/Krapfl .012 Statistician-Sec./Vyverberg •09 Totals 932 RESTRICTED FUNDS (Complete detail,Forms 7 8 8 Restricted by: Restricted for: MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers Material Goods Space, utilities, etc. Other: (Please specify) Hillcrest Family Services AGENCY: Iowa City Residence ST YEAR THIS YEAR I NEXT YEAR ACTUAL PROJECTED BUDGET CHANGE iy 7,155 7,525 7,912 2,498 2,623 2,756 1,680 1,770 1,221 1,860 984 1,036 1,086 2,159 2,269 2,386 1,197 1,258 1,321 887 932 979 61,599 93,882 102,383 *Full-time equivalent: 1.0=Fulltime; .5=Halftime; etc. 5% 5% 5% 5^ 5% 5% 5% 5% 470 � 3ad' Hillcrest Family Services AGENCY: Supervised Apartment Living SALARIED POSITIONS Position Title / Last Name FTE* Program Coordinator/Denburg .015 Visiting Counselor Al .025 Visiting Counselor q2 .025 Visiting Counselor q3 .025 Visiting Counselor q4 .025 Visiting Counselor V5 .020 LAST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET CHANGE -0- _0 3,363 New Program -0- -0- 2,933 -0- -0- 2,933 -0- -0- 2,933 -0- -0- 2,933 -0- -0- 2,346 N/A RESTRICTED FUNDS (Complete detail,Forms 7 8 8) Restricted by: Restricted for: N/A MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL N/A Services/Volunteers Material Goods Space, utilities, etc. Other: '(Please specify) -rull-time equivalent: 1.0=Fulltime; .5=Halftime; etc. 471 a3 -,f P C B c R R N/ w Gi IN Se Ma Sp Ot i Hillcrest Family Services BENEFIT DETAIL AGENCY: Iowa City Residence TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) ACTUAL LAST YEAR THIS YEAR PROJECTED BUDGETED NEXT YEAR TOTAL 11,449 13,311 20,857 FICA 7.05 % x $102,383 4,096 6,245 7,217 Pay Actual Used Unemployment Com % x $ x Sa aries x 1.11 % x $102.383 107 -0- -0- Worker's Comp. 441 717 653 2,790 2,037 3,905 Retirement 0621 % x $ 62,885 o $ .111 per mo.: indiv. S per mo.: family ased on ;a Time Allocated ramHealth Ins.& Dental 3,360 3,864 8,149 310 225 443 Disability Ins. .0064 % x $ 69.254 69,254 $ .0065 pe -fw th Life Ins. 345 223 450 Other % x % x $ If all staff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum Accrual 600 hours 12 days per year for -years lu days per year for year` to _ Maximum 75 Working Days Vacation Policy: Maximum Accrual hours 10 days per year for yearsAfterto Ur 15 days per year for year Afterto 3 r annot Accumulate Da over Maximum for 1 Year Holidays: ]/2 9 y P y days per year. None of above benefits for employees le! than Half Tir Months of Operation During Year: 12 Hours of Service: Open 24 hours a day all year around RANGE OF OTHER DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS nimum Maximum Related to Supplemental Request Health Insurance �Z $ Mon Single 12 12 Disability Ins. = $YAlPon. i for Salary Adjustment: *Life Insurance -I— � SVA Mon. Dental Ins. $_15_/Mon. 2 Z United Way $ Vacation Days �tq 20 Days 10 20 Other $ Holidays 9h Days � 94 Sick L v 12 Days 1 Persona lgusiness y POINT TOTAL 5r� Days 2 * (4) Times Annual Salary for accidental death 473 V. prc Hillcrest Family Services AGENCY: Supervised Apartment Living BENEFIT DETAIL K urut ur DIRECTOR'S POINTS & RATES STAFF BE Health Insurance Disability Ins. (: ) Life Insurance Dental Ins. ACTUAL THIS YEAR BUDGETED TAXES AND PERSONNEL BENEFITS LAST YEAR PROJECTED NEXT YEAR 0- 0- 2,495 (List Rates for Next Year) TOTAL FICA 7.05 % x 520,770 % x $ .61 a cries -0- -0- 1,465 Pay Actual Used Unem to ent Com -0- -0- -0- Worker's Comp. 1.11 % x $ 20,770 .0621 % x $ 6,692 o 111 per mo.: indiv. -0- -0- 140 * Retirement -0- -0- 416 Based on % Time Allocated 389 ramHealth Ins. S per on.: family -0- -0- * Disability Ins. .0065 % x $ 6,692 $.0065 perrroot-h d '° x n % $ -0- -0- 43 Life Ins. -0- -0- 42 Other isiting Counselors Less th a f time not covered under ri x If all staff not covered with certain Benefits, please note in Comment Section. Maximum Sick Leave Policy: Maximum Accrual 600 hours 75 Working 12 days per year ter -year_ to Days days per year for year_ to 7 Cannot Vacation Policy: Maximum Accrual hours Accumulate Day 10 days per year for yearsAfterto jLr Over Maximum _ days per year for yearAf rto 3 r for 1 year None of above Holidays: benefits for employees less 915 days per year. than half-tim Months of Operation During Year: 12 Hours of Service: K urut ur DIRECTOR'S POINTS & RATES STAFF BE Health Insurance Disability Ins. (: ) Life Insurance Dental Ins. 96 Mon5i _ $ 6 _ $Mon. _ $VAARR /Mon. $ 15 Monsi I Vacation Days =to_Z(1- Days Days Hollicdays pays Personal �usiness Days— —p Days POINT TOTAL (*) (4) Times Annual Salary for accidental death 474 DIRECTOR'S BENEFIT COSTS Related to Supplemental Request for Salary Adjustment: County $ United Way $ Other $ a3a� ACCOUNTABILITY QUESTIONAIRE A. Agency Purpose Hillcrest Family Services' agency purpose is to improve individual and family life. In Johnson Co. Hillcrest Family Services fulfills that purpose via a residential care facility for adult psychiatric persons returning to the community from a psychiatric hospital or institution. B. Programs 6 Brief Description The Iowa City Residence is an adult residential care facility for fourteen adult psychiatric men and women. lie are proposing a Supervised Anartment Living (SAL) program that would assist mentally ill persons in their own apartment when returning to the community from institutions, hospitals or Iowa C. Tell us what you need funding for. City Residence. Hillcrest Family Services needs start-up funds to begin the Supervised Apart- ment Living Program (SAL). The start-up funds are for development of the program, staff recruitment and training, and client intakes. These are all activities that would not be assessed an hourly fee. Once clients are in programs and staff is in place the program should pay for itself. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances 1. Are there fees for any of your services Yes X No a) If "yes", under -what circumstances Residential care is a per diem fee paid for by County, State and Federal dollars. SAL would be an hourly fee paid by the County and/or Federal dollars or by the client.. b) Are they flat X sliding 7 c) Please discuss your agency's fundraising efforts, if applicable Hillcrest Family Services receives gifts from individuals, corporations and sponsoring churches primarily for furnishing,in the facility and for some recreational activities. 1935 is the second year of a three year capital campaign in Johnson County to 475 a3 -?OP I el F. program/Services 1. now many persons in Johnson County did your agency serve last year? (Including City of Iowa City) a) Duplicated count b) Unduplicated count 14 2, now many clients in Iowa City did your agency serve last year? a) Duplicated count 14 b) Unduplicated count units of service did your agency provide to Johnson 3. now many . 2256 days care County residents last year? 4. Please define your unit of service is A unit of service at the A unit of service in the SAL Iowaprogram is ity City eehourone (24 hour) period. 5 In what ways are you planning for the needs of your service population in the next 5 years7 -es works closely with Johnson Co. Adult Mental Hillcrest family Servi thattplana forithe amentally illk fIncaddition es and oHillcrest�community Services an agency has a three year plan for services. 6, Please comment on any other problems= r factoservicerdeliverynt to your agency's programs, funding o Daytime vocational resources, and services and employment opportunities fore the lresidents. Steps hare ecurrentlylbeing �takenpt baddressIn pthisa��ng problem. I 476 a3,�0 Conditions of Association Agency: Hillcrest Family Services AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up -date annually.) Hillcrest Family Services began service in Johnson County in September, 1976. The service was the Iowa City Residence for Women, a residential care facility for adult women. The facility was located at 313 N. Dubuque St. and licensed by the Iowa Department of Health. The facility had a capacity for seven women. The purpose of the transitional facility was to bring the person from a public or private mental health hospital or institution, help them learn skills so they could lead independent and contributing lives in the community. In September, 1983 Hillcrest purchased, remodeled and built on to a house at 214 E. Church St. This facility increased our capacity to 14 persons and is available to adult Psychiatric men as well as women. The remodeling and addition were completed in February, 1984. (Please see attached brochure) Beginning in June, 1985 Hillcrest has been asked to expand its services to include Supervised Apartment Living (SAL) for the mentally ill. Visiting cbe hiretoounselor availablewtokpsychiatricopersonswith the ursons ininheir own Johnson county. lie believe such a program would help to prevent some rehospitalizations and most importantly would improve the quality of life for many of the mentally ill persons living in apartments in Johnson County. The visiting counselor would assist the person with budgeting, monitoring medication usage, observe medical problems and beginning signs of isolation and encourage the persons use of their support network and daytime activities. Such a program will help to get the person from a psychiatric hospital, institution or Iowa City Residence reintergrated in the community. 477 a3.?dp 7. List complaints about your services that you are aware of. No aftercare services for residents once they leave the facility. (Partial reason for SAL development). Lack of funds available for residents personal needs primarily clothing, recreational and social funds. (Most residents get $44 a month for clothing,* 8. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? what measures do you feel can be taken to resolve this problem? The expansion to fourteen ridents and including men as well as women has solved most of this problem. Vow many people are currently on your waiting list? 2 This varies from day to day depending on client's funding sources, clients progress 9. In what way are your agency's services publicized? and bed availability. Our services are publicized via brochures to psychiatric hospitals, institutions and Departments of Human Services. Most referrals come from workers who has worked with us in the past. *recreation, cigarettes, bus, medication and personal items provided by County or SSI). 478 a3,2f AGENCY GOALS Agency Nacre Hillcrest Family Services Year 1985-86 Name of Program Supervised Apartment Living (SAL) Goal: To provide a supervised apartment living program for mentally ill persons in Johnson Co. Objective A: Get start-up funds from Johnson Co. United Way by April 1985. Tasks: 1. Send in necessary forms. 2. Make presentation. Objective B: In April -June 1985 develop and implement a SAL program. Tasks: 1. Meet with other mental health professionals in Johnson Co. to devise a visiting counselor SAL program. 2. Write - SAL program. 3. Recruit 3 part-time persons for the visiting counselor position. 4. Train the visiting counselors. 5. Screen potential clients for this service. 6. Develop a purchase of service contract for Federal Block i Grant Funding. R Objective C: Begin providing SAL service in June 1985 and provide service to r a minimum of 13 Johnson Co. residents from June, 1985 - March, 1986. Tasks: 1. Screen and do intakes for those persons referred for the service. 2. Provide a case plan for each person admitted to the service. i 3. Do quarterly review staffings for all clients. I 4. Add up to two additional visiting counselors as additional clients are added to the program. Resources Needed to Accomplish Prooram Tasks 1. Start-up funds from Johnson Co. United Way. 2. Purchase of Service contract with Iowa Dept. of Human Services. 3. 3-5 part -tine visiting counselors. 479 aaaf AGENCY GOALS Agency Name Hillcrest Family Services Year 1985-86 Name of Program Adult Psychiatric Residential Care Goal: To provide adult residential care to adult psychiatric men and women in Johnson Co. Objective A: In 1985 provide this service and operate at least at 800. capacity. Tasks: 1. Continue to keep referral people informed of the program and its purposes. 2. Keep brochure and public relations literature current. Objective B: Provide a quality program that includes well trained and concerned staff. Tasks: 1. Provide staff with one in-service training per month on such topics as psychiatric medications, CPR, nutrition, first aid. This may be in-house or through conferences. 2. Hire persons experienced in mental health and dedicated to working with the mentally ill. 3. Staff serve on local task forces and committees. Objective C: Provide a quality program to meet the needs of the residents. Tasks: 1. Work closely with referral and collaterals in the community. 2. Work as an advocate on behalf of the residents. 3. Be aware of changing residents needs and adjust program to meet these needs. Objective D: To complete the lower level (basement) of the facility in 1985-86. Tasks: 1. Raise capital funds to complete this project. 2. Install electric heat in lower level. 3. Purchase recreational equipment to be used in this area, especially weight lifting equipment, craft supplies, ping pang, etc. 4. Purchase area rug and furniture for TV room and coverings for windows. 5. Improve lower level bathroom. Resources Needed to Accomplish Program Tasks 1. Capital funds to complete lower level which is recreational area. 2. Four full-time, two part-time dedicated resident counselors and one full-time program coordinator. 480 r"0 " ,3-d `J UNITED WAY OF JOHNSON COUNTY DIRECTOR: James Goldman, Area Directoi AGENCY NAME: Lutheran Social Service of CITY OF IOWA CITY • JOHNSON COUNTY ADDRESS: 1500 Sycamore HUMAN SERVICE AGENCY BUDGET FORM PHONE: 351-4880 AL YEAR1986.,. CALENDAR YEAR 1985 COMPLETED BY: R.L. Jensen (Please a year your agency uses) APPROVED BY BOARD:a��- (LSS FISCAL YEAR: February 1 -January 31 aeuuth rized signature COVER PAGE on Executive Director date Program Summary: (Please number programs to correspond to Income + Expense Detail, i.e., Program 1, 2, 3, etc.) #1. Family Counseling - Provide professional casework services to families and individuals seeking assistance in resolving emotional problems or temporary stresses that they may be encountering. 42. Expectant Single Parents - Provide casework counseling service to expectant single parents faced with the issues of pregnancy, parenthood, physical care arrangements, adoption, family and other significant relationships. Local Funding Summary: CALENDAR PROPOSED 1985 FISCAL FY 84 FY 85 FY 86 Johnson County 1 $ 12,438 1 S 12,980 S 13,436 City of Coralville $ $ 1 $ 1 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ S $ I $ 481 a3a� 1983 1/1/843/31/84 4/1/843/31/85 (4/1/ 3/31/86) United Way of Johnson County 9,998 $ 2,501 $ 11,365 $ 12,500 FISCAL FY 84 FY 85 FY 86 Johnson County 1 $ 12,438 1 S 12,980 S 13,436 City of Coralville $ $ 1 $ 1 FY 86 SUPPLEMENTAL REQUEST: TOTAL OTHER COUNTY UNITED WAY Director's Salary Adjustment 1 $ S $ I $ 481 a3a� AGENCY: Lutheran Social Service of Iowa BUDGET SUMMARY 0"1 1. Loc a.1 b, C. d. e. f. 2. St a. b. C. d. 3. Ca 4. Sr a. b. c, 5. Ni 6. Ni 7. I 8. 0 a b c TOTAL i EXPENDITURE DETAIL AGENCY: Lutheran Social Service of Iowa r: ACTUAL LAST YEAR THIS YEARBUDGETED PROJECTED NEXT YEAR ADMIN, PROGRAM 1 PROGRAM 2 1. Salaries ----- ------------ SEE ATTACHID SCHEDU --------- ---- 2. Employee benefits 8 taxes 3. Staff development 4. Professional consultation 5. Publications/Subscriptions 6. Dues b Memberships 7. Rent 8. Utilities 9. Telephone 0. Office supplies d postage 11. Equipment purchase d rental 2. Equipment/Office maintenance r— 3. Printing 6 publicity 4. Local transportation 5. Insurance 4 6. Other (specify): 7. g, 9. 0. TOTAL EXPENSES (Show also on page 2,line 2)3,370,769 3,582,000 3,684,000 Notes and comments: A In W711EILW EEPENDIT S•Isr/.s [s 1• ha[enL S.Pplt.q Pose• • ! Oeeu •ne D.nld. Con/.ren[ ubser! Swift. I Lutheran Social Service of Iowa Program Service Cost Report -United Way of Johnson County February 1. 1983 -January 31, 1984 Number Served Total Program Brief Estab. Unite of Unit Service Service Net Service Program Service Service Cases Service Description Coat Unit Coat Fees Cost Family & Individ. Counseling 17 141 1,423 Case hour $24.31 $34,593 $(9,095) $25,498 (,^� Contributed Support: Johnson County Lutheran Church Support (2,420 confirmed members @ $.86/member) 2.081 mService Deficit -Johnson County (Before United Way allocation) $23,417 United Way Allocation: United Way of Johnson County 10.000 Cost of services supported thru contributions outside Johnson County $13.417 I� W r Program Se FamLly Counae Program Service Counseling Expectant Single Parente Lutheran Social Service of Iowa Johnson Countv Program Service Cost Reoort July 1, 1983 - June 30, 1984 Estab. Units of Unit Cases Service Description 49 783 Pros. Hour Support/Revenue: d Client Fees Johnson County Cost of Service Supported Thru Contributions w Total Service Cost/Unit Cost 19.68. $15,409 $ 92 12,438 12,530 $ 2,879 0 s" *Funding Request Consists Of. 12.5 hours/week x 52 weeks = 650 hrs. x $20.67/hr. = $13,436 Lutheran Social Service of Iowa Budget - FY '86 Johnson County Program Service Estab. Units ofUnit Cases Service Description Total Service _ Support/Revenue Cost Requested from Unit Cost Contributions Client Fees Total Johnson Co. Counseling Expectant Single Parents 50 780 Prog. Hour $20.67 $16,123 $(2,487) $(200) $(2,687) $13,436* *Funding Request Consists Of. 12.5 hours/week x 52 weeks = 650 hrs. x $20.67/hr. = $13,436 au• I I A I .-.• _- �.'-�' LU MICA UU U 1 - 1-Wcember71 1987 94 counties served fu Iowa I Januar LW YLIiA AIOAIMI IrL WIeY1M 41Y IYIWLL IRUO AT -1 ".7 KIM 11.1 151.1 AI.1 UP -6 AC -1 TC•1 AC -1 AI -1 AI -A AC-) AL1 CO DJ AI.1 u•1 AC -I cels 6•) C•)s q.3 FC -1 C•1) JC•I Ic•1 Sl0.1 IYS•1 051.1 FC -1 INT -11 IC•] INT•7 IC•3 CS L1 Ixt•7 AfC-S•1 UId i IxT•1 �� O'aIMa CL1T P" an 1M.) xATLm tAAII aaoo AV-15MN IXi•S CANAN"I C•J 510.7 AI.1 AI•{U-i AT•1 0T- /C 2 t AI-{ AT AC.1 IN1d A/•10 5i -I IC•1 AC -0 IC -2 ISI -1 C•11 IC•1 C-245 IC•7 AC•I 11an1 wvromi YI�C CJ VC -1 UI.3 -1 C•11 IT•A ISM C•1 141.1 C•10 C-40 ISI -S C•I1 CS1 C AC -2 "-I VIII INT -1 COT in-isIlnd CLW NPA IIeYIM11Y Xup11 IIAlOa MON AAYCa C,{0 Up.) 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Trtmt. Child. ESP -Expect. Single Par. C-Fem.&Ind. Counsel. �l STO-St. Olaf. Pro). w IHT-In-llm Treat. 3.I ' CT -Beloit -Chi* Therapy `-I 1.170 -Lurk Im AGENCY: Lutheran Social Service SALARIED POSITIONS (Iowa City office) Position Title Last Name FTE* Area Director (Goldman) 1.0 Asst. Area Director(Adams) 1.0 Caseworker -MSW (Baumbach) 1.0 Caseworker -MSW (Lentzkow) 1.0 Caseworker -MSW (Drvman) 1.0 Caseworker -BA (Huey) 1.0 Fam, Supot.Soec,(Franz) 1.0 Fam. Suppt. Spec. (Behlke) 1.0 Fam. Supp t. Spec. (Kemp) 1.0 Secretary (Kelly) 1.0 Sarretary (Petercpn.) _95 AST YEAR ACTUAL THIS YEAR PROJECTED NEXT YEAR BUDGET 5 CHANGE 112 33 07 $34,100 25,200 20,952 25,944 21.888 26,700 22,800 37. 4% 17,016 11.162 17,616 13.632 18,300 14.300 4% 12,200 14 616 12,200 IS -1460 12,800 i6.pno 5% 11 7 11,784 13,368 12,384 13,600 13,000 14,300 5% 9,7509 2 296 ,936 2,447 10,400 2 600 5% 5% RESTRICTED FUNDS (Complete detail Forms 7 6 8 Restricted by: Restricted for: Am. Luth Church Chaplain @ Univ. Hosp. 30,590 30,400 0 MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Volunteers Material Goods Space, utilities, etc. Other: (Please specify) 'Full-time equivalent: 1.0=Fulltime; .5 -Halftime; etc. 491 a�� BENEFIT DETAIL TAXES AND PERSONNEL BENEFITS (List Rates for Next Year) Worker's Comp. Retirement Health Ins. & Dental Disability Ins. Life Ins. 7.05 % x $2,254,500 (Reimb. Method) " x $ N .21 % x $2,381,700 8.0 % x $11637,500 $ 59 per mo.: indiv. 1S 50 per mo.: family .91 % x $1,824.,200 $1,824,200 $-.727. x -Poc.maatp %x • x $ AGENCY: Lutheran Social Service of Iowa ACTUAL THIS YEAR BUDGETED AST YEAR PROJECTED NEXT YEAR 398,857 $446,100 $455,400 139,654 156,000 158,900 6.890 10,000 7,600 12.936 1 14,500 1 16,600 12 If all Ataff not covered with certain Benefits, please note in Comment Section. Sick Leave Policy: Maximum ACcrual(Nc6Ma)d1ours 15 days per year for years_ Lo 7— days days 'per year for year` to Vacation Policy: Maximum Accrual 150 hours Clerical: 10 days per year for years 1 to 5 Prof: 20 days per year for year 1 to xx Holidays: 9 days per year. Months of Operation During Year: .tan. -Dec. Hours of Service: 8:00 a.m.-5:00 p.m., M -P DIRECTOR'S POINTS & RATES STAFF BENEFIT POINTS DIRECTOR'S BENEFIT COSTS Minimum Maximum Related to Supplemental Request Health Insurance 24 $ i30 Mon. 12 24 for Salary Adjustment: Disability Ins. T $ z6 Mon. 1 1 1 1 County $ Life Insurance T $ 20 Mon. z a United Way $ Dental Ins. 4 $ 20 Mon. 20 Other $ Vacation Days 20 20 Days 10 Holidays 9 9 Days 5 9 Sick Leave 19 is Days 15 15 POINT TOTAL 74 50 74 492 �3;?1 0 OPTIONAL BUDGET FORM: (Indicate N/A AGENCY: Lutheran Social Service of Iowa if applicable) DETAIL OF RESTRICTED FUNDS (Source Restricted Only --Exclude Board Restricted) A. Name of Restricted Fund University HOS21tal Chaola ince Program 1. Restricted by: American Lutheran Church/Iowa District 2. Source of fund: AmericanLutheran Church/Iowa District 3. Purpose for which restricted: Provide full-time Lutheran chaplain at Univ. Hosp. 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: N/A 5. Date when restriction became effective: 2/1/84 6. Date when restriction expires: 1/31/85 7. Current balance of this fund: . Funding provided as ex ended B. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _Yes _No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: C. Name of Restricted Fund 1. Restricted by: 2. Source of fund: 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when restriction became effective: 6. Date when restriction expires: 7. Current balance of this fund: 493 IM, Optional Budget Form: AGENCY: Lutheran Social Service of Iowa (Indicate N/A DETAIL OF BOARD DESIGNATED RESERVES if applicable) r.. (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: N/A 1. Date of board meeting at which designation was made: 2. Source of funds: Note: While the LSS board has designated none are 3. Purpose for which designated: various reserves and a ro riations currentl s ecified for ro rams related to Johnson Count 4. Are the investment earnings available for current unrestricted expenses? Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: B. Name of Board Designated Reserve: 1. Date of board meeting at which designation was made: 2. Source of funds: 3. Purpose for which designated: vailable for current unrestricted expenses: 4. Are the investment earnings a _Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: i 7. Current balance of this fund: C. Name of Board Designated Reserve: � 1. Date of board meeting at which designation was made: � 2. Source of funds: 3. Purpose for which designated: 4. Are the investment earnings available for current unrestricted expenses: Yes No If Yes, what amount: 5. Date when board designation became effective: 6. Date when board designation expires: 7. Current balance of this fund: and a 3oZ� Conditions of Association Agency: LATHEg AN SOCIAL. SEgVICE AGENCY HISTORY (On this page only, please summarize the history of your agency, emphasizing Johnson County, telling of your purpose and goals, past and current activities and future plans. Please up—date annually.) Lutheran Social Service is a statewide family and childrens service providing child placement, family counseling, service to expectant single parents and residential care. The agency was established in 1870, the Iowa City office opened in 1947. Throughout its history, in Johnson County, the agency has provided all of the above services to local citizens but the focus in recent years has moved to family, marriage, and individual counseling, and service to expectant single parents. As the only resident private voluntary family agency in the community, it remains our committment to provide family services (as described above) through the support of United Way of which we have been a member since 1970. Other services such as child placement, residential care and specialized family services'are also presently available to Johnson County residents but are essentially supported by client fees (adoption) and through contractual agreement with the Iowa Department of Human Services. 495 073"V e`; ACCOUNTABILITY QUESTIONAIRE A. Agency purpose - To provide relevant social and psychological services to families and individuals by remaining alert and responsive to changing human needs particularly in those areas funded by United Way - Family Counseling and Expectant Single Parent services. B. Programs 6 Brief Description - (For which funding is requested) 1) Family, marriage, individual counseling. Casework services to family units, individuals facing interpersonal and individual social adjustment problems. 2) Service to ESPs. Casework service referral 6 placement planning to ESPs. C. Tell us what you need funding for. To support the staff time needed to provide the listed services. D. Management 1. Does each professional staff person have a written job description? Yes X No 2. Is the agency Director's performance evaluated at least yearly? Yes X No E. Finances I. Are there fees for any of your services Yes X No a) If "yes", under what circumstances Families and individuals are assessed a fee based on ability to pay and the number of dependents in their family. b) Are they flat sliding X ? C) Please discuss your agency's fundraising efforts, if applicable Fund raising is limited to the sponsoring church bodies. w 496 a3�� F. Program/Services 1. How many persons in Johnson County did your agency serve last year? (Including City of Iowa City) (Ig25) a) Duplicated count Expectant Single Parents 49 Cases (7/83-6/84)* b) Unduplicated count Family, Individual Counseling 141 Case s(2/83-1/84) 2. How many clients in Iowa Cit9 did yo�raBency serge last year? Most clients were Iowa City Residents; dYc re own by address. a) -Duplicated count b) Unduplicated count i 3. How many units of service did your agency provide to Johnson County residents last year? Expectant Single Parents 783 Prog.Hrs.* 4. Please define _Family, Individual Counseling. 1,423 Case your unit of service Hours** Case Hour - All time that can be identified to an established case. Includes direct contact with clients, travel time, supervision, collateral contacts and recording. Prog. Hour - All hours identifiable to a specific program. 5. In what ways are you planning for the needs of your service population in the next 5 years? Staff met, for a 5 year planning session in March of 1983; areas of need were identified and then prioritized. Result referred to agency board { for review and action. The new 5 year plan for Lutheran Social Service was adopted by the Board of Directors on September 15, 1983. 6. Please comment on any other problems or factors relevant to your agency's programs, funding or service delivery. Unemployed and underemployed clients continue to contribute less to the cost of their service. The local student population also decreases the revenue for service, thus requiring greater supplementation by United Way S church monies. State cuts in service fees continue to require greater subsidy from other agency resources. As in the past, this drain affects the agency's ability to subsidize other important programs such as Family Counseling and service to Expectant Single Parents. 497 .1?30?f 7. List complaints aboutyour services that you are aware of. There continues to be concerns expressed with delays in service because of the rather chronic waiting list. B. Do you have a waiting list or have you had to turn people away for lack of ability to serve them? What measures do you feel can be taken to resolve this problem? Yes, we do have a waiting list. Adding staff time would correct problem. How many people are currently on your waiting list? 9. In what way are your agency's services publicized? 1. United Way memberships. 2. Radio spots. 3. Periodic news releases. 4. Church bulletins. 5. Word of mouth. 498 a3�� r—; AGENCY GOALS FORM Agency Name: Lutheran Social Service Year 1985 I Name of Programs: Family Counseling Service to Expectant Single Parents i Affordable, Confidential Coal: To provide counseling, support environmental assistance and, if i requested, placement planning to single individuals facing unplanned pregnancies. Objective A: During 1985 provide 780 units of staff time for the purpose of providing counseling, support; and when indicated, placement service to single individuals facing unplanned pregnancies. Tasks: 1. Maintain present counseling staff at Iowa City Service Center. 2. Allocate approximately 15 hours of staff time weekly for the purpose of counseling Johnson County Expectant Single Parents. 3. Provide casework supervision to service staff. 4. Provide scheduled in-service training sessions for counseling staff. 5. To provide information and referral services to families requiring assistance not offered by the agency. Resources: 1. Allocate 65 hours (units) of staff time per month. 2. Make available necessary office, phone supplies and equipment to staff. Cost of Programs: Expectant Single Parents: 780 Prog. Hours @ $20.67/unit= $16,123 499 a3�� Goal: To provide counseling service to families and couples in Johnson County. Objective A: During 1985, provide 1.450 units of counseling intervention to troubled families and couples in Johnson County. Tasks: 1. Maintain present counseling staff at Iowa City Service Center. 2. Allocate approximately 28 hours of staff time weekly for the purpose of counseling Johnson County residents. 3. Provide casework supervision to counseling staff. 4. Provide scheduled in-service training sessions for counseling staff. 5. To provide information and referral services to families requiring service not offered by the agency. Resources: 1. Allocate 121 hours of staff time per month. 2. Make available necessary office, phone supplies and equipment to staff. Cost of Programs• Family Counseling: 1,450 Case Hours @ $25.26/unit $36.627 500 G�1iL'