44
Links /May 2004 1 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org May 2004 Volume 34, No. 5 www.ancor.org An publication of private provider practice and federal policy issues. ANCOR Partners with DoL to Launch One-Stop Pilot Programs R esulting directly from ANCOR’s National Advocacy Campaign efforts, the U.S. Department of Labor (DoL) Education and Training Administration’s Business Relations Group is partner- ing with ANCOR to con- duct a pilot program initia- tive in the following states: Kentucky, Maine, Arizona and New York. The objec- tive of the pilots is to devel- op an effective One-Stop network program model that provides a flow of screened (career affinity and crimi- nal background checks) and trained (CPR and First Aid certification) direct support candidates to private providers. The states were selected by ANCOR from a list of seven prospective states DoL assessed with the strongest networks. At DoL’s request, ANCOR selected four states from that list based on assessment of its network strengths. DoL has committed to the career and background check screening and training certifications and is also considering estab- lishing quota commitments from the One-Stops to provide a specific number of screened and trained candidates to providers monthly. The model will bring together the key components of the DoL public workforce development network such as One-Stop navigators, state coordinators, and representatives from prospective workforce pools, including Native Americans, Job Corps, and elder, migrant, young adult and displaced workers. If suc- ANCOR 2004-05 Resource Partners Guide ANCOR is proud to present its second annual Resource Partners Guide, which is formatted as a pull-out section in the middle of this issue of LINKS. The guide highlights a cross-section of consultants available to support your agency’s diverse operational, management and development needs and provides you with an important agency resource right at your fingertips. Our thanks to the Resource Partners featured in this edition. Their listings can also be accessed on the ANCOR web site at www.ancor.org. See Resource Partners Guide, Center Section cessful, ANCOR has DoL’s commitment to launch the model throughout its One- Stop national workforce development net- work, which would amount to a significant achievement in meet- ing the goals of the National Advocacy Campaign. ANCOR has already met with key contacts in each of the four states selected, including state provider association execu- tives, ANCOR state representa- tives and Board members to dis- cuss the parameters of an initial launch in each state. A kick-off meeting will be scheduled in each state and co- hosted by DoL, ANCOR and the state provider association(s). ANCOR has encouraged each state to invite key state MRDD, human services and labor officials and representatives from the governor’s office to the meeting. The kick-off meetings will be followed within a month by a planning session between a DoL-designated One-Stop team and an ANCOR state team. We’re limiting the ANCOR team to no more than ten members, at DoL’s request. Each state will select a city in which to conduct the pilot. The first kick-off meeting is scheduled for May 19 in Frankfort, Kentucky. Kentucky’s state provider association has selected Louisville as the One-Stop pilot site city. In a second important partnership, ANCOR has been recognized by DoL as a National Business Partner. DoL announced the partnership during their presentation at the ANCOR Management Practices Conference in New Orleans. This partnership is significant. ANCOR is the only national trade association listed alongside major U.S. corporations. ANCOR is also awaiting word from DoL on a grant proposal to support com- pletion of the College of Direct Support See Pilot Programs, page 21 ANCOR National Advocacy Campaign By empowering people with disabilities, direct support professionals strengthen all of America.

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Page 1: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

Links /May 2004 1ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

May 2004Volume 34, No. 5

www.ancor.org

An publication of private provider practice and federal policy issues.

ANCOR Partners with DoL to Launch One-Stop Pilot Programs

Resulting directly from ANCOR’sNational Advocacy Campaignefforts, the U.S. Department ofLabor (DoL)

Education and TrainingAdministration’s BusinessRelations Group is partner-ing with ANCOR to con-duct a pilot program initia-tive in the following states:Kentucky, Maine, Arizonaand New York. The objec-tive of the pilots is to devel-op an effective One-Stopnetwork program model that provides aflow of screened (career affinity and crimi-nal background checks) and trained (CPRand First Aid certification) direct supportcandidates to private providers.

The states were selected by ANCORfrom a list of seven prospective states DoLassessed with the strongest networks. AtDoL’s request, ANCOR selected fourstates from that list based on assessment of its network strengths.

DoL has committed to the career andbackground check screening and trainingcertifications and is also considering estab-lishing quota commitments from theOne-Stops to provide a specific number of screened and trained candidates toproviders monthly.

The model will bring togetherthe key components of the DoL publicworkforce development network such asOne-Stop navigators, state coordinators,and representatives from prospectiveworkforce pools, including NativeAmericans, Job Corps, and elder, migrant,young adult and displaced workers. If suc-

ANCOR 2004-05 Resource Partners Guide ANCOR is proud to present its second annual Resource Partners Guide,

which is formatted as a pull-out section in the middle of this issue of LINKS. Theguide highlights a cross-section of consultants available to support your agency’sdiverse operational, management and development needs and provides you with animportant agency resource right at your fingertips.

Our thanks to the Resource Partners featured in this edition. Their listings canalso be accessed on the ANCOR web site at www.ancor.org.

See Resource Partners Guide, Center Section

cessful, ANCOR has DoL’s commitmentto launch the model throughout its One-Stop national workforce development net-

work, which would amount to asignificant achievement in meet-ing the goals of the NationalAdvocacy Campaign.

ANCOR has already metwith key contacts in each of thefour states selected, includingstate provider association execu-tives, ANCOR state representa-tives and Board members to dis-cuss the parameters of an initial

launch in each state. A kick-off meetingwill be scheduled in each state and co-hosted by DoL, ANCOR and the stateprovider association(s). ANCOR hasencouraged each state to invite key stateMRDD, human services and labor officialsand representatives from the governor’soffice to the meeting.

The kick-off meetings will be followedwithin a month by a planning session

between a DoL-designated One-Stop teamand an ANCOR state team. We’re limitingthe ANCOR team to no more than tenmembers, at DoL’s request.

Each state will select a city in whichto conduct the pilot. The first kick-offmeeting is scheduled for May 19 inFrankfort, Kentucky. Kentucky’s stateprovider association has selected Louisvilleas the One-Stop pilot site city.

In a second important partnership,ANCOR has been recognized by DoL as aNational Business Partner. DoLannounced the partnership during theirpresentation at the ANCOR ManagementPractices Conference in New Orleans. Thispartnership is significant. ANCOR is theonly national trade association listedalongside major U.S. corporations.

ANCOR is also awaiting word fromDoL on a grant proposal to support com-pletion of the College of Direct Support

See Pilot Programs, page 21

ANCOR NationalAdvocacy Campaign

By empowering people with disabilities, directsupport professionals strengthen all of America.

Page 2: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

2 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

ContentsThe American Network of Com-munity Options and Resources(ANCOR) was founded in 1970to provide national advocacy,resources, services and network-ing opportunities to providers ofprivate supports and services.Links provides a nexus for theexchange of information, ideasand opinions among key stake-holders.

National OfficeRenée L. PietrangeloChief Executive [email protected] GalbraithDirector for Public [email protected] McCandlessDirector of Member [email protected] PatrickDirector of Resource and Revenue [email protected] Allen de RamosFinance and Office [email protected] DunkelbergerTechnology and [email protected] FreeburgPublic Policy [email protected] CardinalMembership Administrator/Database [email protected] YuOffice Coordinator/[email protected]

1101 King St., Suite 380Alexandria, VA 22314-2944phone: (703) 535-7850fax: (703) 535-7860e-mail: [email protected] site: http://www.ancor.org

Michael ClancyFarmington, MI

Andrea DixonProfessorDepartment of Marketing College

of Business AdministrationUniversity of CincinnatiCincinnati, OH

Dale DuttonNational DirectorEmployment and Community

Services DivisionCARFTuscon, AZ

Jim Gardner, Ph.D., CEOThe CouncilTowson, MD

Peggy GouldPresident and CEOVisions Center for Creative

ManagementKatonah, NY

Amy Hewitt, Ph.D.Research AssociateInstitute on Community

Integration Research and Training

Minneapolis, MN

Liz ObermayerThe CouncilTowson, MD

Claudia SchlosbergPartnerBlank Rome LLPWashington, DC

Dennis StorkManagement ConsultantHot Springs, VA

Contributing EditorsBoard DevelopmentYo BestgenYo Bestgen AssociatesTuscon, AZ(520) 299-5295

Carol MitchellVerlandSewickley, PA (412) 741-2375

Challenging PopulationsCharles LiHowell Child Care

Centers, Inc.LaGrange, NC (252) 566-9181

Consumer EmpowermentTerry WisecarverConsultantEdelstein, IL(309) 274-5734

Customer ServiceJohn HannahChampaign Residential

Services, Inc.Urbana, OH (937) 653-1320

EmploymentPeter CallstromPartnerships with IndustrySan Diego, CA (619) 681-1999

Environmental AssessmentBonnie-Jean BrooksOHIHermon, ME (207) 848-5804

FundraisingChris StevensonCedar Lake, Inc.Louisville, KY (502) 425-5323

Innovative Business PracticesFrank CaponeLibertyAmsterdam, NY (518) 842-5080

LeadershipMichael RenchHamilton County BoardCincinnati, OH(513) 794-3300

Program QualityEnhancementCatherine HayesH&W Independent

SolutionsGranada Hills, CA(818) 368-7656

Public RelationsDenise Patton-PaceMarketing ConsultantFalls Church, VA (703) 845-1153

Risk ManagementJohn RoseIrwin Siegel Agency, Inc.(845) 796-3400

Strategic PlanningRon WisecarverPARCPeoria, IL (309) 691-3800

Systems ChangeRic CrowleyMACROWDenham Springs, LA (225) 939-0344

Technology ApplicationsMatt FletcherInterhab of KansasTopeka, KS(785) 235-5103

TrainingTom PomeranzUniversal LifeStiles, LLCSt. Louis, MO(314) 535-1027

AnnouncementANCOR Partners with DoL to Launch One-Stop Pilot Programs . . . . . . . . . . . . . . . . . . . . .1

Public Policy UpdateSenate Finance Committee Examines Strategies to Improve Access to Medicaid Home and Community-Based Services . . . . . . . . .7

Cleveland’s New Avenues Receives $1.6 Million HUD Award That Opens Doors to Private Housing Market . . . . . . . . . . . . . . . . . . . .8

CEO PerspectiveLessons from the Chambered Nautilus . . . . . . . . . .3

President’s CornerANCOR’s Quality Pledge . . . . . . . . . . . . . . . . . . . . . .4

Federal Wage and Hour GuidanceSome Bonuses Must Be Included in Calculations of Overtime . . . . . . . . . . . . . . . . . .10

Leading Practices – Recruiting and RetentionDeveloping the Right People . . . . . . . . . . . . . . . . .11

Leading Practices – Services and SupportsNew Assessment Tool Enables Persons withIntellectual Disabilities to Lead Fuller Lives . . . . .11

In the News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Contributing EditorCatch 22 and the Field of Developmental Disabilities . . . . . . . . . . . . . . . . . . .13

Computer TechnologyA Survey of Computer Usage by DD Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

State Representative Profile . . . . . . . . . . . . . . . . .17

ANCOR Member HighlightKeystone Human Services Unveils Technology . . . . . . . . . . . . . . . . . . . . . . . . .19.ANCOR Monthly UpdatesANCOR Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

ANCOR Honor Roll . . . . . . . . . . . . . . . . . . . . . . . . . . .4

ANCOR Welcomes New Members . . . . . . . . . . . .12

ANCOR Technology Updates . . . . . . . . . . . . . . . . .19

Editorial Board

Articles, advertisements and other materials appearing in Links do not necessarily reflect the official opinions of or endorsement by ANCOR.Links is copyrighted by ANCOR and cannot be reprinted or reproduced without express written permission. Contact Marsha Patrick [email protected] for reprint permission.

Links brought to you with support fromTherap Services, LLC—ANCOR’s ExclusivePlatinum Partner

Resource Partners Guide – Special SectionANCOR 2004-05 Resource Partners Guide . . . . . . . . . . . . . . . .RG1 – RG20

Page 3: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

Links /May 2004 3ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Renee Piatrangelo

The chambered nautilus has captivatedscientists, mathematicians, poets andsea-loving fold for thousands of years.In its way, ANCOR strives to help its

members cultivate the same unique combina-tion of characteristics found in the chambered

nautilus---growth,durability, adaptabilityand distinctiveness.

The nautilus’s mostdistinguishing feature isits spiral-coiled, cham-bered shell. As it grows,the nautilus adds newchambers to its shell,

each one 6.3 percent larger than the last shell.The shell’s mathematically perfect proportion---the Golden Ratio---reminds us that its growthis intentional and part of nature’s plan, just aswe as individuals need a life plan, and ourorganizations need a plan in order to grow anddevelop.

Sometimes considered a “living fossil,” the

Lessons from the Chambered Nautilus

CEO Perspective

nautilus has survived and thrived in the face ofprofound changes in the world around it. It is amost adaptable creature, living in the extremedepths of the ocean during the day and risingto the surface, where it eats, at night. The nau-tilus easily adjusts to the extremes of pressureby changing the water and air pressure in itschambers.

Inside and out the nautilus represents anappearance all its own---outside a creamy whiteshell accented with brown lines, and inside alining of mother-of-pearl. The nautilus, whichdwells in the Pacific and Indian oceans, possess-es a beauty that has fascinated travelers to theSouth Seas and inspired Oliver WendellHomes’ poem, “The Chambered Nautilus.”The chambered nautilus is also rare. As rare,perhaps, as those individuals and organizationsthat unleash their potential. ■

Advertise in LINKSContact Marsha Patrick of ANCOR.Advertising rates are as follows:

Classified employment $0.70/word

Display ads

Full page 71/2”wide x 10” tall $400*

3/4 page 71/2” wide x 7” tall $300*

1/2 page Horizontal: 71/2” wide x 5” tall $200*

Vertical: 33/4”wide x 10” tall $200*

1/4 page Horizontal: 71/2”wide x 21/2” tall $125*

Vertical: 33/4” wide x 5” tall $125*

*$35 surcharge if not camera-ready.

ANCOR CalendarANCOR Calendar

2004May 19, 2004 Audio Conference

WI98 and Active Treatment:Are You Meeting the Needs of the Individuals You Serve?Speaker: Catherine Hayes,H&W Independent Solutions

September 13 & Audio conference seriesOctober 18, 2004 Positive Behavioral Supports

Speaker: Dr. Tom Pomeranz

September 19-21, 2004 (Committee/Board of Directors meetings September 18)2004 Governmental Activities SeminarWashington Court HotelWashington, DC

2005September 22 – 23, 2005 Disability Summit

Alliance for Full ParticipationWashington, D.C.(Takes the place of the ANCOR GAS Conference in 2005)

ANCOR AUDIO CONFERENCEW198 and Active Treatment:

Are You Meeting the Needs of theIndividuals You Serve?

Over the last months federal look-behind surveyors for CMS and statesurveyors have identified many people not in need of active treatmentand issued the ICF/MR provider a citation under W198. This sessionexamines some of the reasons for the focus. You’ll also receive info ondesigning habilitation plans that actively reflect the level of supportsyou may be offering but have failed to document. You’ll also hear fromproviders who have experienced a look-behind survey and addressedthis issue in their plans of corrections.

SPEAKER: Catherine HayesH&W Independent Solutions

DATE & TIME:May 19, 2004 2:00 p.m.-3:30 p.m. EDT

COST:$60 ANCOR/ Siegel Agency • $95 Non-Member/Non-Insured

(fee is per site not per person) • CD/Tape Available

See www.ancor.org for registration information or contact Jerri McCandless, 703-535-7850,

[email protected].

We Bring the Experts to You!

Page 4: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

4 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Fred Romkema, President

Irecently had the opportunity to attenda Sigma Beta Delta induction ceremo-ny at the local University for studentswho are well above average and seem-

ingly destined tobecome outstandingachievers in our soci-ety. The BusinessHonor Society rec-ognizes scholarshipand accomplishmentamong students inbusiness manage-

ment and administration. It encouragesaspirations toward personal and profession-al improvement with a life distinguishedby honorable service to society. As Iwatched the motivated students receivetheir awards and pledge to aspire, Ithought how apropos this was forANCOR and its members, particularly inlight of our development of a memberquality pledge.

The principles of wisdom, honor andaspirations complement ANCOR’s visionto be the premier provider association cre-ating a world that values the full participa-tion of all stakeholders. Here’s why:

★ According to Webster, Wisdom isdefined as accumulated philosophic orscientific learning, or the ability to dis-cern inner qualities and relationships.

Wisdom is knowledge gained overtime, analyzed, and used with discern-ment. The wise person realizes the impor-tance of continual learning and accepts thechallenge to do so and gain a more com-plete understanding of new knowledge.Wisdom is applied knowledge. The wiseperson seeks to apply knowledge to benefitsociety.

The delivery of services to people withdisabilities has improved over time, fromisolation and segregation to communityinvolvement and inclusion. Cumulativewisdom contributed to the changes.

★ Webster defines Honor as a person ofsuperior standing, or one whose worthbrings respect or fame.

President’s Corner

ANCOR’s Quality PledgeHonor is a highly desirable personal

trait and awarded the highest value bysociety. Honorable persons are held inhigh esteem, considered to be trustworthy,and admired by others because they live alife that is based on integrity and ethicaldecision-making. Therefore, they are freeof dishonor and tyranny. Honorable per-sons seek to do that which is right in theface of opposition. They respect othersand are willing to provide leadership forthe benefit of society.

to achieve goals and objectives; goals with-out action are no more fulfilling thanaction without goals.

Without aspiration on the part of wiseand honorable parents and leaders, changewould not have occurred. That is not tosay further changes are not desirable orwanted, because they are. ANCOR isleading the way in aspiring to improve thelives of people with disabilities and thepeople who implement positive changes.

ANCOR’s quality pledge aspires towise and honorable principles. It is ourpledge to do what is right. May we all besuccessful as we aspire to be the premierprovider organization, creating a worldthat values the full participation of allstakeholders. ■

The following agencies have submitted thenames of homes that have succeeded in

having deficiency-free surveys, which quali-fies them for appearance on the ANCORHonor Roll.

ANCOR congratulates all of the staffwho make these honors possible. Send yoursubmission for the Honor Roll to: Attn:Tony Yu, ANCOR, 1101 King St., Suite380, Alexandria, VA 22314.

Please send supporting documenta-tion of the surveys.

ANCOR Honor RollANCOR Honor Roll

ArizonaA.I.R.E.S.Highland group homeSabino group homeTreat 2206 group homeTreat 2210 group home

OhioSunshine Inc. of Northwest OhioStrayer Family Care Home

Honorable people led the effort tochange the lives of people with disabilities.It took such people because change can bea slow and difficult process.

★ Webster defines Aspiration as a strongdesire to achieve something high orgreat.

To aspire to worthy goals sets peopleof accomplishment apart from those whomerely mark time with their lives.Aspiring to fulfill goals serving society anddeveloping personally and professionallyresults in a meaningful and satisfying life.People of wisdom and honor must aspire

The principles of wisdom, honor and

aspirations complementANCOR’s

vision to be the premierprovider association creating a world that

values the full participation of all

stakeholders.

Page 5: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

Links /May 2004 5ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Representatives from eleven national disability organizations,including ANCOR, have joined together to create the Alliance forFull Participation and to unite behind the common goal of makingfull participation a reality. The founding members of the Allianceare:

• American Association on Mental Retardation• American Network of Community Options and Resources• Association of University Centers on Disabilities• National Association of Councils on Developmental Disabilities• National Alliance for Direct Support Professionals• National Association of Protection and Advocacy Systems• Self Advocates Becoming Empowered• The Arc of the United States• The National Association of State Directors of Developmental

Disabilities Services• United Cerebral Palsy• The Council on Quality and Leadership.

VISION: The Alliance’s vision is to ensure that people with disabilities live meaningful, productive, personally satisfying andwell-supported lives in communities of their choice. This visionrequires adequate and appropriate service and support capacityand acceptance and opportunity for the full and unreserved partic-ipation of all citizens in our nation. Funding shortages, outdatedprogram models and threats to the legal and social victoriesgained over the past three decades threaten this vision.

SUMMIT 2005: The Alliance is hosting a Summit onSeptember 22-23, 2005, in Washington DC. The goal of theSummit is to proclaim a new strategic policy and social agendathat can be embraced by all stakeholders and that

♦ Is grounded in values that reflect the aspirations of individualswith disabilities and their families.

♦ Defines the broad vision, public and pri-vate, political and social, and the newenergy and activism needed to implementthese national goals.

♦ Recognizes, acknowledges and managesconflicting perspectives and priorities ofvarious system stakeholders.

ANCOR MEMBERS – MARK YOUR CALENDARS!

This Summit will be in place of the ANCORGovernmental Activities Seminar in

September of 2005.

ANCOR MEMBERS – MARK YOUR CALENDARS!

♦ ♦ ♦

ANCOR is proud to be a partner in The Alliance.

Page 6: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

6 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

The Supports Intensity Scale (SIS) is a new planning tool forprofessionals with a unique, positive approach to determiningsupport needs—not deficits—of people with cognitivedisabilities. SIS helps you get all the practical informationyou need for life planning through an interview process thatengages all stakeholders—the person, multidisciplinarystaff, and family members.

With SIS, you can develop individual support plans based on:

■ Direct, reliable, valid measurements of supports requiredfor 57 essential activities in home living; communityliving; life-long learning; employment; health and safety;social interaction; and protection and advocacy

■ Results ranked by frequency, daily support time, and typesof support required

■ Evaluation of 15 medical and 13 behavioral conditions onoverall support needs

■ Percentile ranking of respondent’s support needs fromnational field test data

■ Solid knowledge of needs and life goals identifiedby the respondent

The Supports Intensity Scale is the first scale based on thecontemporary, supports-based definition of mental retardation.SIS was developed over five years by a panel of disability expertsand is published by the American Association on MentalRetardation.

Here’s your opportunity to empower people with intellectualdisabilities to plan a life of their choice. Discover the SupportsIntensity Scale today!

“For those of us who work tirelessly forself-determination and the full inclusionof citizens with developmental disabilitiesin community life, our ship has arrived.”

—Stephen Hall, Executive DirectorThe Resource Exchange, Inc.Colorado Springs, Colorado

The new Supports Intensity Scale includesa test instrument and a companion manual thatincludes 3 case studies and guidelines on howqualified professionals can integrate SIS into

the person-centered planning process.

Phone: (301) 604-1340

Email: [email protected]

Fax: (301) 206-9789

Mail: AAMR Publications, PO Box 25Annapolis Junction, MD 20701-0025

SIS set includes one Manual (128 pp.) and25 interview forms (8 pp. each)—$125

Forms can be purchased separately for $38.75 (25 forms) and $147.25 (100 forms)

Four Easy Ways to Order!

The new Supports Intensity Scalehelps everyone discover

the true support needs of peoplewith cognitive disabilities.

See sample SIS interview forms, casestudies, FAQs, and much more at

www.aamr.org

— Stephen Hall, Executive DirectorThe Resource Exchange, Inc., Colorado Springs, Colorado

Page 7: ANCOR Partners with DoL to Launch One-Stop Pilot Programs R · 2012. 4. 11. · he chambered nautilus has captivated scientists, mathematicians, poets and sea-loving fold for thousands

Links /May 2004 7ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Senate Finance Committee Examines Strategiesto Improve Access to Medicaid Home andCommunity-Based Services

Senate Finance Committee ChairmanCharles Grassley (R-IA) convened ahearing on Wednesday, April 7th toreview current proposals to improve

access to Medicaid’s home and community-based services for people with disabilities andthe elderly. The hearing room proved too smallfor the overflowing audience of hundreds ofpeople with disabilities, their family members,providers, and others who have waited for theopportunity to push for full access to Medicaidhome and community-based services. Threepanels of witnesses discussed proposedMedicaid demonstrations in the President’sNew Freedom Initiative and two legislative ini-tiatives pending in the Senate, the MedicaidCommunity-Attendant Services and SupportsAct (MiCASSA) (S. 971) and the MoneyFollows the Person Act (S. 1394).

In his opening statement, ChairmanGrassley remarked that people with dis-abilities and the elderly deserve a choicewhere they live. Commenting that whilethe nation’s long-term care system has seenmajor improvements over the years, the workis far from finished. His goal for the hear-ing, he continued, was to further under-stand the kinds of successful, cost-effectiveand consumer-friendly systems of providinghome and community-based services toMedicaid beneficiaries. Grassley also urgedaction on the Family Opportunity Act (S.622), legislation he and Senator EdwardKennedy (D-MA) are sponsoring. FOAwould expand access to Medicaid supportsto children with disabilities in low- andmiddle-income families.

As sponsor of the MedicaidCommunity-Based Attendant Services andSupports Act (S. 971) (MiCASSA) and theMoney Follows the Person Act (S. 1394),Senator Tom Harkin (D-IA) testifiedbefore the Committee and expressed theurgent need for expanded access to homeand community-based services. Harkin

stated that the federal Medicaid law andthe Americans with Disabilities Act are inconflict with one another—something thatneeds to change. Because currentMedicaid law requires states to pay forinstitutional care but does not mandatepayment for community-based services—itends up that our nation’s law that providesthe preponderance of funding for longterm services with it’s institutional bias,trumps the ADA—the nation’s disabilitycivil rights legislation that establishes anaffirmative integration mandate and pro-tects the right to live in the community.Harkin stated that MiCASSA and the

Money Follows the Person Act wouldaddress this conflict by allowing individu-als to live where they choose and obtainneeded Medicaid supports. He urged swiftSenate action on both bills.

Harkin, along with Senator Specter(R-PA) introduced MiCASSA in May2003. With Senator Gordon Smith (R-OR), Harkin introduced the MoneyFollows the Person Act in July 2003.MiCASSA would require states to coverpersonal attendant supports and servicesunder their Medicaid programs.Currently, states are only required to pro-vide access to nursing facilities while accessto many home and community-based serv-ices are offered under §1915(c) Home andCommunity-Based Services waivers. TheMoney Follows the Person Act wouldauthorize full 100% Federal funding forstates for one year to provide home andcommunity-based supports to individualswho transition from institutions into theirown homes and communities. After theinitial year, states would be responsible formatching payments at their usualMedicaid matching rate.

Dennis Smith, Director of the Centersfor Medicaid and State Operations at theCenters for Medicare and MedicaidServices (CMS), and Carol Novak, aNational Council on Disability boardmember, spoke on behalf of theAdministration’s New Freedom Initiativeproposals and the need to assist states inincreasing their efforts to offer home andcommunity based services. In identifyingthe institutional bias inherent in theMedicaid statute, Smith also informed thepanel of how states have been using SystemChange Grants to begin reorganizing theirlong-term care systems.

Smith addressed initiatives included inthe President’s Fiscal Year 2005 budget

See Senate, page 9

Former ANCOR Board member and retiredexecutive director of Opportunity VillageGary Mrosko talks with Senate FinanceChairman Chuck Grassley (R-IA). A delega-tion of Iowans—including representatives ofOpportunity Village, an ANCOR memberagency—traveled to Washington in April tomeet with Chairman Grassley on severalpressing concerns, including the direct supportworkforce crisis and proposed FederalMedicaid budget cuts.

Public Policy Update

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8 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Public Policy Update

New Avenues to Independencelocated in Cleveland, Ohio,received notice March 18, 2004from the U.S. Department of

Housing and Urban Development (HUD)of $1.6 million over five years which willsupport 50 Section 8 Mainstream housingvouchers. These vouchers are in additionto the 75 that New Avenues is currentlyadministering. This ANCOR memberwill now be able to assist up to 125 verylow-income individuals and families withdisabilities in obtaining affordable, accessi-ble, mainstream housing in communitiesin Northeast Ohio.

New Avenues was one of the firstnon-profits nation-wide awarded Section 8Mainstream vouchers in 1999 through alottery process. A Section 8 Mainstreamvoucher is a tenant-based rental subsidythat enables low-income individuals withdisabilities to choose and lease safe, decentand affordable privately-owned rentalhousing. On the Mainstream program,New Avenues pays a fixed amount basedon the tenant’s income and the tenant paysbetween 30% and 40% of their monthlyadjusted income for rent. As a result, hav-ing a Section 8 Mainstream voucher isoften the stabilizing factor in our tenants’lives. After years of struggling, they nowhave housing that is affordable, accessibleand safe. And, they are no longer isolatedfrom others but now a part of the commu-nity they have chosen. It is because of thisopportunity to empower individuals withdisabilities to become more independentand to promote inclusion that we continueto seek additional vouchers each year.

“This is very exciting for the individu-als and communities we serve,” said TomLewins, executive director of NewAvenues. “We have applied for additional

vouchers every year since2000. Last year, theapplication processbecame competitive ratherthan a lottery process.Each year we have admin-istered Section 8Mainstream, we havestrengthened andimproved our program.Today, our Section 8Mainstream program is a‘high performer’ underHUD’s Section EightManagement AssessmentProgram (SEMAP). It isvery rewarding to knowour hard work has paidoff.”

In addition to therental subsidy, NewAvenues provides housingsearch assistance, housing counseling,landlord recruitment, case management,tenant/landlord mediation, accessibilitymodification technical assistance to land-lords, and fair housing advocacy. EachNew Avenues’ Section 8 participant isunique – some will use all of those serviceswhile others will only use the rental sub-sidy.

“This is the first time that many ofthe individuals that we support are livingindependently in the community,” saidRick Edwards, New Avenues’ Section 8Housing Coordinator. “They may be 25or 55 years old. But they want to be inde-pendent. That is what this program is allabout. They can afford to live in a safeand decent community of their choice. Inaddition, we make sure that the supportsare in place, and remain in place, to makeit work.”

The need for the Section 8Mainstream program is overwhelming.New Avenues opened its wait list in 2000for 75 vouchers and received 336 applica-tions. Since that time, calls have come inon a regular basis from individuals withdisabilities desperate for rental assistance.Like every market across the nation, it isdifficult for an individual receiving SSI torent an apartment in Northeast Ohio andmeet other basic needs including food andmedical. They will have to make a horri-ble choice between shelter and health,eventually getting behind in rent, faceeviction, and possible homelessness.

Cleveland’s New Avenues Receives $1.6Million HUD Award That Opens Doors to Private Housing MarketBecky Seel

D. Cooper completes an applicationfor affordable phone service during a

site visit by New Avenues Section 8Mainstream program staff.

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Links /May 2004 9ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Senatecontinued from page 7

“I would be on the streets withoutNew Avenues and my Section 8. Or Iwould have to live with someone I did notwant to and that would cause problems.They are so nice to me. They even call meto make sure I am okay and to see if Ineed anything. They help me so much,”said D. Cooper. Cooper, a Section 8Mainstream participant since 2001, hastaken advantage of several of the supportservices provided by New Avenues--includ-ing case management, tenant/landlordmediation and fair housing advocacy. As aresult of his participation in New Avenues’Section 8 Mainstream program, he hasbeen reinstated with a county agency forcontinuing support that had previouslybeen removed from him.

The two primary lessons that NewAvenues has learned over the past fouryears is that (1) a Section 8 Mainstreamvoucher is an opportunity to assist individ-uals with disabilities become part of thegreater community and (2) landlords are a“captive audience” for education related tothe disability field. Partnering with othernonprofits is essential to the success ofNew Avenues’ Section 8 Mainstream pro-gram. It ensures timely response to meet-ing individuals’ needs and addressing crisesas they arise. Maintaining strong relation-ships with landlords is key to finding safe,decent and affordable housing, especiallyfor those individuals with no or poor cred-it backgrounds. Landlords that work withNew Avenues learn about working withindividuals with disabilities and oftenbecome their strongest advocates.

ANCOR congratulates Tom Lewins and NewAvenues to Independence in their creativeand innovative housing strategies to ensurethat very low-individuals with disabilitieshave the opportunity to live in typical, pri-vate market housing in communities of theirchoice. ANCOR was pleased when NewAvenues was selected the very first year thatlegislative and regulatory changes urged byANCOR allowed non-profits to receive theseSection 8 Mainstream vouchers. It isrewarding to see ANCOR’s national federallegislative and executive efforts directlyenhance the lives of individuals with disabil-ities. ■

Becky Seel is the Community

Relations Coordinator for New Avenues to

Independence, Inc. For more information on New

Avenues exciting Section 8 Mainstream voucher pro-

gram, contact Becky at (216) 481-1909 x294 or

[email protected].

RESOURCE LINK

proposal that would expand people withdisabilities’ access to home and communi-ty-based services. Smith discussed theAdministration’s five-year Money Followsthe Individual Rebalancing Initiativedemonstration designed to help statesrebalance their long-term care spending byoffering states 100% Federal Medicaidgrant funds for one year to pay for homeand community-based waiver services forindividuals who move from institutions tothe community. Harkin’s Money Followsthe Person legislation is based upon thisAdministration proposal.

Smith also discussed the four demon-strations proposed by the Administration,including Community Direct Care WorkerDemonstration to address shortages ofcommunity direct care workers. Thedemonstration project received $3 millionin funding last year, with the Presidentrequesting another $2.9 million this year.Smith also testified on another proposaloverlooked in the Administration’s FYbudget proposal—LIFE accounts whichare savings accounts that individuals withdisabilities could establish and save forfuture purchases that would increase theirindependence and productivity withoutjeopardizing their Medicaid orSupplemental Security Income (SSI) eligi-bility.

The final panel included individualswith disabilities, advocates and a familycaregiver who offered their perspectives onthe need for increased home and commu-nity supports, respite care services, andefforts to address the community directcare worker shortage. Jan Moss, anOklahoma parent, provided emotional tes-timony of the physical and emotional bur-dens of being a long-term caregiver of her

children with disabilities as well as family members. She supported theAdministration’s respite care demonstra-tion proposal, but also urged the Senateto pass more comprehensive legislation—the Lifespan Respite Care Act of 2004 (S. 538/H.R.1083)

Di Findley, executive director of theIowa CareGivers Association, discussedthe challenge facing the nation inexpanding access to Medicaid home andcommunity-based services given thesevere shortage of direct support workers.Access to or an expansion of home and community based services is impossiblewithout access to a stable direct care work-force, Findley stated. Findley urged theCommittee to place a high priority on theworkforce issues in seeking ways toimprove or expand access to home andcommunity-based services. She called forinvestment in addressing short-staffing,low wages, and lack of educational andadvancement opportunities rather thanwasting money on the high costs associatedwith worker turnover. [S]tates need theresources to create and maintain …theinfrastructure to recruit and retain directcare workers.

A Kaisernetwork.org webcast of the April 7th hearing, Senate FinanceCommittee statements, and witness’ testi-mony are available at www.ancor.org.

NOTE: John Severtson, executive directorof Opportunity Village in Clear Lake, Iowa was on hand for the Senate FinanceHearing. The hearing provided John anopportunity to talk with both Iowa’sSenators and their staffs during his visit to Capitol Hill. ■

John Severtson, executivedirector of OpportunityVillage, Clear Lake, IA,and Suellen Galbraith,ANCOR Director ofGovernment Relations talkwith Di Findley, executivedirector of the IowaCareGivers Association, fol-lowing her testimony on theworkforce shortage to theSenate Finance Committee.Senator Tom Harkin (D-IA) waits to speak withhearing witnesses andattendees.

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10 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Federal Wage and Hour Guidance

Joni Fritz, Labor StandardsSpecialist

It is important to assure thatextra payments given to non-exempt employees as “bonus-es” or “gifts” are handled

appropriately if they are notincluded in the “regular rate ofpay” for overtime purposes.(Payments such as stipends for agreeing tobe on-call or shift differentials must alwaysbe included in overtime calculations. Seepages 34-35 of the ANCOR Wage and HourHandbook.)

Most bonuses given to non-exemptemployees must be included when calcu-lating overtime pay.

The only bonuses that need not beincluded in the regular rate of pay for over-time purposes are “discretionary” bonuses,and “gifts” or “payments in the nature ofgifts on special occasions” like birthdaysand holidays; in other words, those that arenot promised to employees. (See Code ofFederal Regulations §778.208.)

“Discretionary bonuses” are describedin detail in CFR §778.211. This section of the regulations states that sums paid inrecognition of services performed during agiven period need not be included in theregular rate of pay if “both the fact thatpayment is to be made and the amount ofthe payment are determined at the sole dis-cretion of the employer at or near the endof the period and not pursuant to any priorcontract, agreement, or promise causing theemployee to expect such payments regular-ly.” (Employers are also reminded that thesepayments are not to be credited towardovertime compensation due.)

On the other hand, this section alsostates that employers who announce totheir employees in January, for example,that they intend to pay a bonus in Junehave violated the discretionary requirementby making this promise. Similarly, employ-ers who promise bonuses to newly hiredemployees if they continue to work for

their employer for a specificperiod of time, have perfectwork attendance, or workmore efficiently, would haveto include the amount of thebonus in the regular rate ofpay. Only if such bonuses aremade without prior promiseor announcement and thedecision as to the fact and

amount of payment is in the employers’sole discretion may the bonuses properly be excluded from the regular rate.

“Gifts, Christmas and special occasionbonuses” are defined in CFR §778.212. To qualify for this exclusion, such paymentsto employees must truly fall within the generally accepted nature of a gift. Thesepayments may not be measured by hoursworked, production or efficiency, or gearedin any way to wages and hours worked dur-ing the bonus period. They may, however,be paid with regularity so that employeesare led to expect the gifts, even when theamounts paid to different employees orgroups of employees vary with the amountof the regular hourly rate, or according tothe employees’ length of service, as long asthe amounts are not measured by or direct-ly dependent upon hours worked, produc-tion or efficiency. An example of this kindof excludable holiday gift would be one(not pursuant to a contract) in the amountof a week’s salary given to all employees,with an equal additional amount for eachfive years of service. As with discretionarybonuses, these gifts may not be creditedtoward overtime compensation due.

Certain benefit plans, including profit-sharing plans or trusts can also beexcluded when DoL rules for such exclu-sions are followed precisely.

Document available to help in the computation of overtime.

Bonuses that do not qualify for exclu-sion from overtime compensation must betotaled in with other earnings to determinethe regular rate of pay on which overtimepay must be based. A newly developed 8-page DoL document that describes the

calculation of overtime when bonuses andother extra payments must be included inthe regular rate of pay can be found onthe U.S. DoL website atwww.wagehour.dol.gov in “Fact Sheet #54– The Health Care Industry andCalculating Overtime Pay.”

Pseudo-bonuses and pseudo “percentagebonuses” described by DoL.

Not surprisingly, the DoL has foundincidents in which “bonuses” were used as a method to evade overtime. Someemployers are very creative in their effortsto skirt federal labor law. Some of theways “’bonuses” have been used illegallyare discussed in detail in CFR §§778.502and 778.503. ■

For a thorough description of fed-eral labor requirements applied to agencies that offercommunity supports and in-home services, you canobtain a copy of the 2003 edition of the ANCOR Wageand Hour Handbook. This publication of 121 pagesincludes revisions of many sections, with some gener-al reorganization and simplification of material.Copies of a couple of additional U.S. Department ofLabor opinion letters are also included. It is availableto ANCOR members for $45 per copy, $65 for non-mem-bers. To order a copy, send a check or money order inthe appropriate amount to ANCOR, 1101 King St, Suite380, Alexandria, VA 22314; phone 703-535-7850.

For further information, author JoniFritz can be reached at her home office in Colorado,phone 970-586-5804. Her new e-mail address [email protected]. Joni’s guidance is free to ANCORmembers and to those who attend a Wage and HourWorkshop or participate in a teleconference.

AUTHOR LINK

RESOURCE LINK

Some Bonuses Must Be Included in Calculations of Overtime

Remember, you can advertise youremployment opening or post your job

qualifications at no cost on the ANCOR website: www.ancor.org in the

“Careers”section. If you have any questions regarding our website,

contact Catherine Dunkelberger [email protected].

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Links /May 2004 11ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Developing the Right PeopleLeading Practices—Recruiting and Retention

At recent study by the GAMAFoundation entitled, “Systems for Success: Building the RightPeople,” presents research that

reveals that creating a high-performance,high-productivity environment is the resultof three key factors:

1. Creating consistency in all aspects oftraining and interactions with new staff;

2. Fostering connections and informallearning networks across all levels of theorganization; and

3. Demonstrating compassion and anemotional investment in a new staff mem-ber’s success.

Assessing, Assimilating and Training NewEmployees

Hiring the right people means hiringpeople who fit. Determining fit requires amatch between the values of the prospectiveemployee and those associated with yourorganization and the career. To help candi-dates you must provide a realistic view of

the positives and negatives the job entails. Successful leaders are also emphatic

about maintaining the integrity of theiragency’s culture. To get off to a fast start,new employees need to be able to tap intoinformal networks and camaraderie in orderto build support. If there is not a cultural“fit” this network is compromised.

Psychosocial support is about buildingnetworks. Are new employees connected totheir supervisors and their peers? Do theyfeel valued? Do they have a support systemto help manage the highs and lows of thecareer?

A new employee’s relationship withhis/her supervisor is the lifeline that canmake or break their success. Leaders whovalue the importance of this connectionnurture new employees through purposeful,high-touch relationships. They use dailyinteraction to establish trust, demonstrateconcern, and provide hands-on attention,supervision and training.

It’s important for new employees to

hear from the organization’s leader as well.Successful leaders in other industries con-nect with new employees informally to dis-cuss issues unrelated to performance, anduse timed communications to signal theirinvestment in the individual, such as per-sonal phone calls and visits, early-morningvoice messages and late-night e-mails to signal their investment in the employee’ssuccess.

Mentoring and CollegialityCollegiality—the practice of experi-

enced staff providing assistance, support andcounsel to new employees— is highly val-ued by new employees. They value it somuch, in fact, that they often seek out rolemodels and mentors to emulate. Successfulleaders control this process by purposefullyengineering situations to help new employ-ees identify and select role models and men-tors, ensuring that the behaviors the newemployee models are representative of theculture and norms of the organization. ■

New Assessment Tool Enables Persons withIntellectual Disabilities To Lead Fuller Lives

Leading Practices—Services and Supports

The American Association onMental Retardation (AAMR)released the Supports IntensityScale (SIS) in February, paving

the way for a major shift in the way servic-es and supports are delivered to personswith intellectual disabilities. The SIS is aunique planning tool that enables profes-sionals to assess the daily needs and lifegoals of a person with an intellectual dis-ability and identify practical supportstrategies to fulfill them. Breaking awayfrom the traditional approach towards

assessment, the SIS takes the needs—asopposed to deficits—of the person with anintellectual disability as the point of depar-ture for planning supports and services.The positive, direct, and person-centeredfocus of the Scale makes it a breakthroughin disability services.

The Supports Intensity Scale evaluatesthe needs of a person with mental retarda-tion in 57 key activities through a one-on-one interview process between a qualifiedprofessional and the individual with a dis-ability and those close to him or her. The

professional gleans a comprehensiveoverview of the type and frequency of sup-port needed to fulfill required and desiredlife activities in the areas of home andcommunity living, lifelong learning,employment, health and safety, socialactivities, and protection and advocacy.

Two other features contribute to theuniqueness of the Supports Intensity Scale.The SIS evaluates how certain pre-existingmedical and behavioral conditions com-monly associated with mental retardation

See New Tool, page 14

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12 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

The sessions are part of the AdultServices Series, and take placefrom 1:00- 2:30 PM EasternTime. See: http://www.tash.org/

teleconferences/adult/ for session descrip-tions and registration.

Thursday, May 20th – Creating HighEnergy Organizational Culture andSupporting an Incredible StaffPresenter: Lynne Seagle

Thursday, May 27th – OutManeuvering the System: CreativeApproaches to Succeed in ProvidingProgressive Supports Against the OddsPresenters: Pat Fratangelo, Patti Scott,Joe Wykowski

Tuesday, June 1st – Using Self-Determination Tools to AchieveFlexible SupportsPresenters: Jackie Golden, Tim Quinn,and Jean Tuller

Tuesday June 8th – CMS'sIndependence Plus Initiative: What isthis New Funding Option All About?

The Future of Adult Services – Managing New Directions in Uncertain Times –A telephone training series by TASH (Co-Sponsored by ANCOR The American Network of Community Options and Resources and APSE The Association for Persons in Supported Employment)

Presenters: Terry Pratt, Ed Hutton,Marguerite Schervish, Deidra Abbott,Nancy Thaler, Mark Reed, ShawnTerrell, Anita Yuskauskas

Thursday, June 10th – RecapturingPerson Centered PlansPresenters: P. Sue Kullen, Beth Mount,Michael Smull

Tuesday, June 15th – BuildingMeaningful Daytimes:Organizational Change fromSheltered Programs to IntegratedLife in the CommunityPresenters: Patricia Rogan, Jeffrey L.Strully, James Meehan, Pam Walker,Mark Vincent

Wednesday, June 16th – The RealChallenges (and joys) of ProvidingIndividualized SupportsPresenters: Scott Shepard, Gail Jacob,Fredda Rosen

Tuesday, June 22nd – PayingCustomers Are Not EnoughPresenters: Dennis Harkins, JohnO'Brien

In the News

Two Virginia StateAgencies and SystemStakeholders JoinTogether to Partner forIncreased Direct SupportProfessional Trainingthrough the College ofDirect Support

The Virginia Department ofMental Health, Mental Retardationand Substance Abuse Services, theVirginia Department of BusinessAssistance and system stakeholders arepartnering to kick off a six-monthinteractive, web-based training pro-gram for direct support professionalsworking for community servicesboards, state training centers and pri-vate providers. This six-monthdemonstration program will provideon-line courses through the College ofDirect Support, a nationally recog-nized, validated training programdesigned to enhance the knowledgeand skills of direct service professionals.With the assistance of the VirginiaDepartment of Business Assistance,private providers across Virginia areafforded the opportunity to participatein this valuable program. ■

More information on the

College of Direct Support can be found at

www.collegeofdirectsupport.com.

RESOURCE LINK

Great Lakes/East RegionCarol Mitchell, Regional Director

Mid Hudson CoalitionGerrard DohrenwendIrvington, NY(914)-591-7300

Great Lakes/West RegionThomas Lewins, Regional Director

Midwest Health Services, Inc.Joseph KnetzeMassillon, [email protected]

ANCOR Welcomes New MembersANCOR Welcomes New Members

South Central RegionLisa Toth-LaTray, Regional Director

Sevier County DevelopmentalCenter

Betty EdwardsDe Queen, AR(870)-584-3416

FYI LINKS is being distributed in both elec-tronic (pdf) and hard copy formats. If youprefer one over the other, please let usknow. If you have no preference, you'llreceive it electronically.

Questions?Contact Marsha Patrick at

[email protected] or 703/535-7850

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American Network of Community Options and Resources

A network of providers offering supports to people with disabilities.

T he Guide highlights a cross-section of consultants and firms available to support the private provider industry’s diverse

operational, management and development needs as well as provide agencies with an important agency tool and resource.

The consultants and firms featured in thisGuide offer goods, services, and knowledge to the private provider industry as well as expertiseand experience in the following areas:

ANCOR’s Resource Partners can be found on the following pages:

Ark Regional Services . . . . . . . . . . . . . . . . . . . . . . . . . .RG2

Auer Company Consulting . . . . . . . . . . . . . . . . . . . . . . .RG3

Blank Rome, LLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RG4

Corporate Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . .RG5

Delta-T Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RG6

Family Wellness Center . . . . . . . . . . . . . . . . . . . . . . . .RG7

Furniture Concepts/Furniture Associates . . . . . . . . . . . .RG8

H&W Independent Solutions, Inc. . . . . . . . . . . . . . . . . .RG9

Irwin Siegel Agency, Inc. . . . . . . . . . . . . . . . . . . . . . . .RG10

Kathan Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RG11

Lakewood Manufacturing, Inc. . . . . . . . . . . . . . . . . . .RG12

Lighthouse Management Services, Inc. . . . . . . . . . . . .RG13

MRDD Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RG14

Noble Solutions, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . .RG15

OneCare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RG16

Ride-Away Handicap Equipment Corporation. . . . . . . .RG17

Salience Consulting, LLC . . . . . . . . . . . . . . . . . . . . . . .RG18

Scioto Properties LLC . . . . . . . . . . . . . . . . . . . . . . . . .RG19

Therap Services, LLC . . . . . . . . . . . . . . . . . . . . . . . . . .RG20

• Technology and Software Products and Services

• Systems Analysis and Design

• Training and Facilitation

• Organizational Consultation and Strategic Planning

• Quality Enhancement

• Online Incident Reporting

• Housing Solutions

• Legal Support Services

• Wholesale Furnishings for ResidentialCare Facilities

• Insurance and Risk Management Services

• And MORE

Sincere thanks to each of the consultants featured in this edition. Their listings can also be accessed on the

ANCOR web site at www.ancor.org. For more informationon how to become an ANCOR Resource Partner, call Marsha Patrick at ANCOR headquarters,

703/535-7850 or email her at [email protected]

Inspire • Inform • Connect

ANCOR 2004-05 Resource Partners GuideInspire • Inform • Connect

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RG 2 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

J. Darryl CooperPRESIDENT AND CEOARK REGIONAL SERVICES

Ark Regional Services has provided a comprehensive array of services to adultsand children with developmental disabilities

in Wyoming since 1963. The Center for ProfessionalDevelopment focuses on the design, development, anddelivery of training programs and curricula to support theever increasing challenges of the direct support profession.

ARK REGIONAL SERVICES

A rk Regional Service’s Center forProfessional Development is prepared to work with agenciesto enhance their organization in

any of the following areas: • Positioning for a Department of

Labor Apprenticeship Program: In March of 2003, Ark was one of the firstagencies in the United States to developand implement an approved Departmentof Labor Apprenticeship Program; its firstclass of Direct Support Specialists was certified in May 2004. This program canbe modified to meet the needs of anyagency working with people with developmental disabilities, particularly inthe area of curriculum development andstudent assessment.

• Development of a Competency Based Performance System: Ark’s training staff at the Center for Professional Development has developedand implemented a CBPS for direct support professionals over the past sevenyears. Ark realizes the importance ofestablishing clearly defined performancestandards that are concrete and measurable, coupled with an instructionalmethod that supports staff skill development. Our training program isdesigned around the following five components:

• Organizational Philosophy• Evaluation of Training Needs• Competency-Based Performance Skills

• Instructional Method• A Sustain and Support System

Staff can assist organizations in identifying their specific training needs;making recommendations on a systematicinstructional method; assisting in thedevelopment of a competency- based performance system and curricula; andproviding strategies and techniques for sustaining their organization’s training programs.

• Support in SupervisoryDevelopment: Ark has realized obviousbenefits from their supervisory trainingapproach. This position has impacted staff retention which Ark feels is a directresult of building supervisor and staff support mechanisms into our trainingprocess. A distinguishing factor of Ark’sproactive staff development approach is its competency-based system designed toenhance job satisfaction, competence, andconsistent performance in the direct support workforce.

The staff at the Center for ProfessionalDevelopment can provide consultation andsuggestions on establishing a supervisorydevelopment program.

For more information on what ArkRegional Services can offer your organiza-tion, contact: J. Darryl Cooper, President and CEO (307) [email protected]

Three reasons why ANCOR mem-bers should contact Ark RegionalServices:

• Department of LaborApprenticeship Program: Ark is available to consult with organizations who are interestedin positioning themselves for anApprenticeship Program.

• Competency-BasedPerformance System (CBPS): Ark has developed a proven competency-based program andcan assist organizations in designing and developing a similar framework or adoptingArk’s program.

• Supervisory DevelopmentProgram: Ark has designed acompetency based supervisorytraining program to meet the everincreasing challenges of DirectSupport Supervision. This program can be modified to meetthe needs of other organizationswho desire to develop or refinetheir own approach to supervisorytraining.

Ark Regional Services1150 North 3rd StreetLaramie, WY 82072(307) 742-6641; Fax (307) [email protected]

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Links /May 2004 RG 3ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Michelle AuerPRESIDENT

AUER COMPANY CONSULTING

Michelle is the principal partner in AuerCompany Consulting. She has over 30 years of experience providing supports for people

with developmental disabilities. Michelle has extensiveexperience in starting new services in both rural and urbanareas.

AUER COMPANY CONSULTING

She has developed and providedoversight to new teams, startednew services and contracts in avariety of states, and has worked

at every level of support. Michelle hasworked with agencies from 20 employeesto thousands of employees implementingsystems for internal growth and opportunities for leadership development.

Michelle’s experiences include being agroup home parent, foster parent, directsupport professional, coordinator, director, state program administrator,Chief Operating Officer of a non-profitagency, and consultant. Michelle hasworked in public sector as a State Pro-gram Manager for the State of Arizona, asa volunteer advocate with the GovernorCouncil on Disabilities and with boards of directors in the non-profit sector.

Michelle’s received a Bachelor of Arts in Human Services from Prescott College,a Master of Sciences in Disabilities Services and Management from theUniversity of San Francisco in which shegraduated Phi Beta Kappa, and Doctorialstudies in Non-Profit Leadership andManagement from Capella University.

Resources Michelle can provide for you and your organization include:

• Facilitation in development of newcontracts and service opportunities.

• Assistance in relationship buildingwith families, consumers, and fundingsources.

• Facilitating training in Mission,Vision and Values.

• Proposal writing and project development.

• System development in complianceand policy and procedure.

• Annualization and proposal for outsourcing operations.

• Developing annual state plans withgoals and timelines.

• Developing budgets which meet programmatic goals while ensuring soundfiscal management.

• Ensuring relationship with consumers are developed and methods formeasuring satisfaction with stakeholdersare implemented.

• Facilitating and motivating relationships with employees.

Three reasons why ANCOR mem-bers should contact Auer CompanyConsulting:

• You are needing to growyour organization’s leadership.

• You are embracing a newmission and need facilitation.

• You need to start or growyour organization across territory,population, or funding source.

Auer Company Consulting3772 North Stone Point AveMesa, [email protected]

AUERCOMPANY

CONSULTING

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RG 4 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Claudia SchlosbergPARTNER

Blank Rome, LLP is a multi-practice law firmand government relations practice of morethan 450 attorneys with offices in 11 citiesincluding Philadelphia, New York and

Washington, DC. Although the Firm has grown and changed over its 55 years, attorneys within the firm remaindedicated to its core value — cost effective, client-centeredservice.

BLANK ROME, LLP

A cross the United States, demand for quality home and communitybased care is growing. Fueled bydemographic changes, advances in

technology and medical treatment, new legal and policy imperatives including thelandmark decision in Olmstead v. L.C., andbudget realties, providers serving childrenand adults with disabilities are working toidentify innovative, cost effective ways tomeet the health care, support and housingneeds of children and adults who live withserious disability.

Blank Rome’s Home and Community-Based Health Care Practice is specially devoted and staffed to meet the multifaceted needs of private providers supporting people with disabilities and theirfamilies. Whether your issues concernMedicaid reimbursement for waiver andother community-based services, housing orprogram financing, HIPAA privacy andtransactions standards, non-profit or for-profit business structuring, tax, employment,immigration, compliance, contracting, litigation or lobbying, our lawyers and government relations staff can provide youwith advice, strategic planning, and legal and policy advocacy to achieve your desiredoutcomes.

Blank Rome’s Home and Community-Based Health Care Practice draws upon theexperience and knowledge of attorneysthroughout the firm. Staff ready to serve you include:

Claudia Schlosberg, a partner in thehealth law group, has over 18 years

experience in disability and health lawfocusing on federal and state regulatorymatters, waivers, long term care, managedcare, behavioral health, quality oversight,Medicaid and Medicare, HIPAA and disability rights. Prior to joining BlankRome, she served as a senior manager andpolicy advisor in the United StatesDepartment of Health and HumanServices working with the Department'sleaders to implement President Bush'sNew Freedom Initiative. She also workedclosely with CMS to promote home andcommunity-based services for children,adults and seniors.

Howard Burde, Chair of Blank Rome'sHealth Law group, has extensive publicsector experience having served asPennsylvania's Deputy General Counselfor Health for two Governors, and asChief Counsel to the PennsylvaniaDepartment of Health. Mr. Burde focuseshis practice on compliance, public and private financing, and managed care.

Nelson Diaz, a partner in Blank Rome's Government Relations PracticeGroup, focuses on public and affordablehousing issues. From 1993, through 1997,Mr. Diaz served as General Counsel of theUnited States Department of Housing andUrban Development.

For additional information about Blank Rome's Home and Community-Based Health Care Practice, contactClaudia Schlosberg at telephone no: 202-772-5985, or Email:[email protected].

Three reasons why ANCOR members should contact us:

• Blank Rome’s Home andCommunity-Based Health CarePractice is dedicated to addressing the specialized needsof health care providers servingchildren, adults and seniors withdisabilities in the most integratedsettings appropriate to theirneeds.

• We understand the legal,regulatory and policy environmentin which you operate and areuniquely situated to bring togethermultiple resources in health carefinancing, housing, labor andemployment, immigration, government relations and otherdisciplines to achieve desiredresults.

• Like you, we care about ourcustomers and are serious aboutquality and value.

Blank Rome, LLPThe Watergate600 New Hampshire Avenue, N.W.Washington, D.C. 20037202-772-5800; Fax. 202-772--5858

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Links /May 2004 RG 5ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Corporate SolutionsA DIVISION OF FAMILY RESIDENCES AND ESSENTIAL ENTERPRISES, INC.

Corporate Solutions provides your organizationwith the skills and ability to meet pressing business needs. All seminars are led by distinguished facilitators who provide “hands-

on” experience, assuring practical solutions to your problems.

CORPORATE SOLUTIONS

Corporate Solutions designs training seminarsto meet your specific needs. Seminars areprovided on-site or at our facility when it isconvenient for you. The following are sam-

ples of available seminars but are not limited to thislist:

TOTAL QUALITY MANAGEMENT• Assures a practical approach to meeting and

exceeding local, state, federal, and nationalstandards of compliance

• Provides regulatory overview and auditpreparation specific to your program type

• Teaches you to develop an exemplary internal auditing process

EFFECTIVE MEETINGS• Plan and conduct efficient and effective

meetings• Communicate goals effectively• Earn the cooperation of others• Enhance your meeting style

SUCCESSFUL SUPERVISION• Learn to motivate, delegate, communicate,

organize, and monitor • Receive coaching for quality performance• Create a motivational environment

STRATEGIC PLANNING TOOLS• Plan for and attain measurable results• Understand the planning process• Identify barriers and opportunity• Link planning to operation• Develop and monitor outcomes

INCIDENT MANAGEMENT• Develop and implement an effective

incident review program through certifiedIncident/Investigative trainers. Two coursesare offered: ■ Basics of Incident Reporting

– Learn about regulatory overview, reportwriting, tracking, trend analysis, staff andconsumer input and awareness

■ Advanced Investigations– Gain skills to conduct investigations and

complete effective investigative reports

JOB RELATED STRESS • Discuss the daily challenges inherent in

health care and human services • Learn how to turn potentially stressful

situations into opportunities for success

NYS AMAP CERTIFICATION(Approved Medication AdministrationProfessional)• Twenty-eight hour course in accordance

with current mandates from OMRDD• Individualized instruction provided by

Registered Nurses

TEAMBUILDING• Establish a solid team foundation • Develop partnership skills for team

cohesiveness

TIME MANAGEMENT• Eliminate procrastination• Learn to prioritize and set realistic

personal and team goals

EFFECTIVE COMMUNICATION• Identify barriers to communication• Improve active listening skills• Learn 6 steps to effective communication

CPR & FIRST AID CERTIFICATION• Attend classes provided by certified

American Red Cross instructors• Receive individualized instruction

SCIP CERTIFICATION (Strategies forCrisis Intervention and Prevention)• Certification for direct line

staff/clinicians• Advanced Training – become a S.C.I.P.

certified instructor• Excellent student to trainer ratios• Consumer focused curriculum• Specialize in positive approaches

FAMILY RESIDENCES &ESSENTIAL ENTERPRISES, INC.

Three reasons why ANCOR mem-bers should contact CorporateSolutions:

• You will gain a solid foundation of skills enabling you to effectively meet your goals.

• Your needs will be assessedand a customized training will bedeveloped, which includes coaching designed to maximizeyour productivity.

• You will benefit from ourmore than 25 years of successfulexperience in the health care field.

For more information contact:

Rob Melnick, Chief Consulting Officer (631) 273-1300 X3543120 Plant AveHauppauge, NY 11788www.familyres.org

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RG 6 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Joanne McAndrewsPRESIDENT

DELTA-T GROUP

The dedicated staffing professionals of Delta-T Group has provided more than 15 years of services to a wide range of

behavioral healthcare clients throughout the country.

DELTA-T GROUP

Delta-T Group’s story began in 1989 at the kitchen table of thefounder and President, JoanneMcAndrews. Working as a

Pharmacy Technician, Joanne realizedthere was a strong need for professionalslike herself. Although Delta-T Groupbegan life as a temporary-staffing agencyprimarily for Pharmacy-related professionals, it quickly expanded toinclude professionals in the behavioralhealthcare field to address the demand.

With tremendous success in its initialPhiladelphia-area market, Delta-T Grouprapidly expanded into multiple geographic areas. In 1995, Delta-T Group opened its first affiliate office inNorthern New Jersey and within sevenyears had grown into a national presenceof 14 offices serving 16 markets across thecountry.

As a staffing services provider, Delta-TGroup specializes in matching facilitieswith high quality behavioral healthcareprofessionals. These professionals are provided on a long or short-term basis,permanent or interim basis. Delta-TGroup strives to obtain the right fit forboth clients and professionals, making theservice unique and successful. To ensureconsistency of quality, Delta-T Group only refers highly skilled independent contractors who are thoroughly screenedand credentialed to meet the needs of each client.

Delta-T Group refers professionals inthe following fields:

• Social Work• Mental Health• Psychology• Psychiatry• Substance Abuse• Direct Care

Delta-T Group operates with theunderstanding that employee recruitmentand retention are two of the most criticalbusiness issues affecting organizationstoday. Most agencies do not have theresources to hire staff, since it can affectoperating budgets necessary for consumerprograms and services. As an expert inproviding behavioral healthcare professionals, Delta-T Group can assistyour organization with covering vacations, maternity leave, medical leave,short-term projects, new program starts,unexpected resignations and irregular work schedules.

The company has successfully placedprofessionals in:

• Hospitals• Residential Facilities• Community Centers• Correctional Facilities• Managed Care Organizations• Rehabilitation Centers• Vocational Centers• Governmental Agencies

With over 150 employees and a proprietary database of over 20,000 professionals. Delta-T Group has theability to meet your staffing needs

successfully nationwide.

Make Delta-T your “First Call”

Delta-T Group has a successful 15-year track record of placingqualified professionals in theMH/MR, addictions and psychiatryfields nationwide.

• Expertise: The first staffingservices company to focus exclusively on providing behavioralhealthcare professionals continuesto deliver the expertise clientsrequire.

• Quality Assurance: Hands-on experience in screening everyprofessional enables Delta-T Group to provide any level of credentialing requested.

• Customer Service: Delta-TGroup’s specialized staffing teamsare supplemented by an On-CallTeam that ensures timely service to both clients and professionalsthrough 24/7 access.

Delta-T Group is committed to the Caring Professional!

Delta-T Group, Inc.950 Haverford RoadBryn Mawr, Pa 19010Toll Free (800) 251-8501(610) 527-0830; Fax (610) 527-0833www.delta-tgroup.com

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SPECIAL SECTION CLIFTON GUNDERSON, LLP

Dr. Arthur KurtzMEDICAL DIRECTOR

FAMILY WELLNESS CENTER

Family Residences and Essential Enterprises, Inc. was founded in April of 1977 by a Group ofparents and consumer advocates in response

to the need for community residential alternatives to the institutionalization of people with mental retardation, developmental disabilities, and/or mental illness. Today weservice the entire community with a full range of services.

FAMILY WELLNESS CENTER

T he Family Wellness Center specializes in meeting the medical,rehabilitation and mental healthneeds for individuals in the com-

munity as well as many other services nowbeing offered.

Our programs are located throughoutLong Island, and, on an annual basis, wellover 2,000 individuals and their familiesreap the benefits of our service delivery system.

The Family Wellness Center is a clinicwhose philosophy is rooted in the realization of human potential. Humanpotential can extend beyond our abilities,wants, needs, and dreams, but this potential can also be diverted by physicaland mental illness. The Family WellnessCenter services have been designed to promote the physical and mental health ofall individuals and the community at large.

We invite you to meet some of our staff:

Dr. Arthur Kurtz – Medical DirectorA graduate of the State University of

New York Downstate Medical Center, Dr.Kurtz completed his residency in InternalMedicine at University Hospital at StonyBrook, as well as a fellowship in Allergy,Rheumatology and Clinical Immunology.He is Board Certified in the specialty ofAllergy and Clinical Immunology and hehas additionally served as MedicalCoordinator to the Maryhaven Center ofHope since 1990.

Dr. Kurtz has been in practice for manyyears, and has extensive experience dealingwith the unique problems inherent in pro-

viding health care to individuals with developmental disabilities.

Richard G. Timo, Ph.D., ClinicalPsychologist

Dr. Timo has devoted his over 20 yearcareer to meeting the needs of individualswith developmental disabilities and mentalillness. He obtained his Doctoral degree in Clinical Psychology from St. John’sUniversity. His clinical training has included work at Long Island Jewish –Hillside Medical Center, CreedmoorPsychiatric Center, Nassau County Medical Center, and an internship at South Oaks Hospital.

Denise Bronzino Donowitz, Ph.D., Senior Psychologist

Dr. Denise Donowitz completed herPh.D. in Clinical and School Psychology at Hofstra University, and has practiced as a clinical psychologist for over 12 years,serving adults and children in a variety ofsettings. She has worked in a variety ofinpatient and outpatient mental health settings, including South NassauCommunities Hospital Mental HealthClinic, Bronx State Psychiatric Center,United Cerebral Palsy Association ofSuffolk, and private practice. Dr. Donowitz joined Family Residences andEssential Enterprises in 2003, and currently coordinates all of the mentalhealth services provided at the FamilyWellness Center. Her clinical specialtiesinclude the treatment of anxiety disordersand mental illness in individuals with developmental disabilities.

Three Reasons why ANCOR members should contact the Family Wellness Center:

• The Family Wellness Centerstaff has over 100 years of combined medical experience aswell as a long standing relationship with the community.

• We are a full service medicalprovider offering a variety of services such as Primary MedicalCare, Podiatry, Dermatology,Audiology, Neurology,Endocrinology, Physical Therapy,Speech Therapy, OccupationalTherapy, and Nutrition.

• We welcome all new patients to provide you with a convenient, less hectic and morepleasant health care experience.

Family Residences & Essential Enterprises, Inc.Family Wellness CenterDavid Nemiroff120 Plant AvenueHauppauge, NY 11788(631) 273-3810

FAMILY RESIDENCES &ESSENTIAL ENTERPRISES, INC.

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RG 8 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLPSPECIAL SECTION FURNITURE CONCEPTS/FURNITURE ASSOCIATES

Keith A. VoigtPRESIDENT

FURNITURE CONCEPTS/FURNITURE ASSOCIATES

The only thing stronger than our furniture is our dedication to customer satisfaction! Our peopleunderstand the needs of your residents and the

realities of your budget. Our products make your residents feel right at home, while our prices allow you to only pay for what you truly need. Quite simply, we are not satisfied until you are.

F urniture Concepts and FurnitureAssociates are proud to have a VendorPartnership with ANCOR. Members of ANCOR receive an extra 1% to 5%

discount, in addition to standard 50% offpricing, when purchasing quality furnituredesigned for group living environments.

Furniture Concepts and FurnitureAssociates have over 25 years of experiencefurnishing MR/DD group homes, developmental centers, residential treatmentcenters and transitional housing facilities.From beds and wardrobes, to sofas, chairs,dining tables, mattresses and more, the folksat Furniture Concepts and FurnitureAssociates are eager to fulfill your furnishingneeds with reliable service, on-time deliveryand a fierce dedication to customer satisfaction.

Furniture Concepts and FurnitureAssociates is your exclusive source forTOUGH STUFF – a collection of contractand institutional furnishings with the lookand feel of home. TOUGH STUFF seatingpieces and mattresses meet all applicable fireratings and are available with fluid-proof covers that look and feel like fabric. All woodstorage pieces are designed to be durable,warm-looking and easy to maintain. Betteryet, most furniture and mattresses can be customized to your specifications.

Furniture Concepts and FurnitureAssociates is a third generation, family-owned and operated wholesale distributor and manufacturer’s representative for a broadvariety of companies that supply furnishingsfor hard-use environments. With existingcustomers in every state, including Hawaiiand Alaska as well as Mexico, the Caribbeanand Canada, the company provides dockside

delivery, inside delivery or full service installation when required.

Providers of service balance many difficultissues in their quest to provide quality services. Furniture Concepts and FurnitureAssociates provide assistance to help you keepenvironments “homelike” but easy for staff tomaintain. The company focuses on providing TOUGH STUFF – furnishings that are reasonably priced and durable, as well as easy to maintain and repair. Productsinclude almost every item needed to furnishthe typical group living or community basedsetting, from framed art to lamps and furniture for the living room, dining room,bedroom and staff offices.

Furniture Concepts and FurnitureAssociates understand the problems inherentin providing furniture used in residential caresettings, and have worked with both for-profit and non-profit providers of servicenationwide. They’ve done the research so you don’t have to. Their recommendationscan often improve the therapeutic function of the immediate environment, while conserving capital expenditure funds, andfacilitating repair and maintenance.

Interior design services are offered without charge, along with additional custom options designed and created to meetthe specific needs of the individuals served.Products are backed by warranties rangingfrom 5 years to 10 years.

Feel free to call at 800-969-4100 with your comments or questions, or visit the website at www.furnitureconcepts.com.Furniture Concepts and Furniture Associatesare eager to be of service, and look forward toserving you.

Three reasons why ANCOR members should contact us.

• As a Vendor Partner withANCOR, FurnitureConcepts/Furniture Associatesoffers ANCOR members an extradiscount in addition to standard50% off pricing.

• Furniture Concepts/FurnitureAssociates is your exclusive source for TOUGH STUFF-a collection of contract and institutional furnishings with thelook and feel of home. We understand the needs of your residents and the realities of yourbudget.

• Over 25 years of customersatisfaction, on-time delivery, interior design and service to theMR/DD and human services community assure you of purchasing furniture that truly fulfills your residents’ needs.

Furniture Conceptsand Furniture Associates29225 Chagrin Blvd., Suite 110Pepper Pike, OH 44122Toll Free (800) 969-4100(216) 292-9100; Fax (216) 292-7460

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Links /May 2004 RG 9ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Catherine V. Hayes, MACO-FOUNDER AND PRESIDENT

Mark Wiesel CO-FOUNDER AND VICE PRESIDENT

H&W Independent Solutions, Inc. is a nationallyfocused training and consultation firm offering individually tailored services to agencies in the disability community. Ourgoal is simple: contributing to the improvement and enjoymentof life for those who rely on others for assistance.

SPECIAL SECTION CLIFTON GUNDERSON, LLPH&W INDEPENDENT SOLUTIONS, INC.

Catherine started her career as a jobcounselor to people with epilepsy and moved into national management roles. She worked at the

U.S. Center for Medicare & MedicaidServices as the ICF/MR team leader and then as branch chief for survey and certification’s Continuing Care Providers.Catherine’s has experience as Director ofOperations and trainer/surveyor for TheCouncil, as a provider and as a qualityenhancement manager.

Mark has over 20 years experience as amanager of programs and projects, including aerospace hardware and softwaredevelopment, training, non-profit annualplans and charity fundraising. For fifteenyears, he provided leadership in the non-profit health care arena, overseeing the development of a range of training materials.

Mark and Catherine also have experiencewith family members with disabilities, providing another unique perspective.

H&W has done and can do:• Provider Consultation: Evaluating the

viability of abuse & neglect systems anddeveloping quality enhancement plans;Conducting “Mock” surveys; Plans of corrections; Analyzing trends and developing improvement plans; Reviewinghabilitation services and community placement efforts;

• Training Curriculum Design: Customcurricula for courses, including learningobjectives, agendas, deliverables, and schedules. Topics include Advocacy, TimeManagement, Conflict Resolution and more.

• Training Delivery: Dynamic trainers ona range of topics, including Management and Supervision, Abuse & NeglectPrevention, How to Think Like a Surveyor,Active Treatment—W198.

Providing services to a varietyof customers, including:• ANCOR and its members:

Developmental Services Network, MentorNetwork, Private Providers Association ofTexas

• The Quality Trust of Washington DC• The Nat’l Assoc. of P&A Systems • CA Foundation for Indep. Living Centers• U. S. Department of Justice• CA Assoc. of Adult Day Services• Disability Rights Center of Maine• Texas Department of MHMR• Harbor Regional Center

What clients have to say:H&W Independent Solutions are client

centered and outcome focused. Whether it be putting together a complete curriculum of on-the-job training sessions or facilitating a diverse group discussion, they can be counted on to achieve the goal you are looking for in an elegant manner.”

–Patricia Yeager, Exec. Director, CFILC

"When Catherine was referred to me shewas described as a true professional with astrong history of expertise in the field. It wasimmediately clear that Catherine was allthat—and more. ... She added value to ouroperation. H&W is a wonderful resource that most people should have the opportunity to access."

—Nancy Bargmann, VP Development,Western Region, Mentor Network

Three reasons why ANCORmembers should contactH&W Independent Solutions:

• Perspective: Multi-dimensional perspectives on service delivery from experience as caregivers, volunteers, provider, managers/administrator,quality enhancement coordinator,surveyor and regulator.

• Dedication: Adding value toyour organization by promotingquality and organizational improvement through training andfacilitation.

• Systems: Ability to analyzeand design systems promotinginnovation and organizational competence.

H&W Independent Solutions, Inc.11024 Balboa Blvd., #273Granada Hills, CA 91344(818) 368-7656; Fax (818) [email protected]@aol.com

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RG 10 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

John RoseVICE PRESIDENT OF RISK MANAGEMENT

IRWIN SIEGEL AGENCY, INC.

John Rose, former chair of AAMR’s specialinterest group on Direct Support Profes-sionals has received numerous awards for

his leadership in promoting the importance of DSP. He currently serves as a Trustee on the ANCOR Foundation and is a founding member of OADD in Canada.

THE IRWIN SIEGEL AGENCY, INC.

Since the beginning, the Irwin Siegel Agency (ISA) has focused on one core principal – providingquality insurance products and

services to the Human Service Field. In1960, Irwin Siegel founded ISA in RockHill, NY with the knowledge that it wasdifficult for human service organizations to find insurance, and near impossible tofind an insurance company that understood their special needs. The Siegelfamily and a handful of employees setforth to provide the first property andcasualty insurance package tailored to theneeds of nonprofit, human service organizations.

Today the ISA ‘family’ has grown toover 75 employees, all believing in Irwin’smission from 30 years ago. Each employee has direct experience in his/herspecialization, creating a strong knowledge base from which to build a stable product. ISA currently providesinsurance to Developmental Disability,Behavioral Healthcare andCommunity/Social Service organizationsin 48 states.

Along with this quality insurance product, the Risk ManagementDepartment is staffed with individualsexperienced in the human service industry. They work with the carrierClaims Department to analyze claimtrends and loss data to create timely, relevant resources for customers. Thisproactive approach allows each customerto use any combination of online trainings, books, videos, seminars andbooklets to customize its own mission-

specific risk management program.The Siegel Agency goes beyond

resources and insurance when workingwith the Human Service Field. It workswith many national associations such asAAMR, ANCOR, IAPSRS, NAATP,SPAN USA, the National Safety Counciland various state associations in an effortto improve the field and provide qualityoutcomes for the individuals served.

Examples of this unique involvementinclude ISA addressing the Long-termCare Task Force in Kansas regarding quality and liability. New Mexico usesISA’s vehicle safety resources and recommends them to its providers. InPennsylvania, the Deputy Secretary forMR/DD services consulted ISA regardinga proposed system of service delivery. AndISA is currently involved with projects inFlorida and Nebraska.

Authors of trade journals and grantproposals (Project Action), UAPMN andthe College of Direct Support have askedISA’s professionals to review their work.ISA is also involved in a series of leadership symposia to develop the nextgeneration of leaders for provider associations.

The Irwin Siegel Agency has stayed true to its initial mission of providingquality insurance and support to humanservice organizations. It continues this mission with new resources and new products built around the needs ofproviders. ISA will always offer the products they need, the services theyexpect and the acknowledgement theydeserve.

Three reasons for ANCORMembers to contact us:

• With over 30 years of humanservice insurance experience, adedicated team of seasoned professionals, and a drive to provide the best possible service,ISA remains one of the leaders inthe field.

• ISA has a proven dedicationto helping you reach quality outcomes and improve supports toindividuals with disabilities.

• We do not stop with insurance! Every policyholder hasaccess to invaluable, relevantresources, extensive lending library and interactive, online trainings.

The Irwin Siegel Agency, Inc.25 Lake Louise Marie RdRock Hill, NY 12775Toll Free (800) 622-8272 Fax (845) [email protected]

irwin siegelagency inc.human service programsinsurance & risk management

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Links /May 2004 RG 11ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Kathryn JohnsonCEOKATHAN GROUP

Than JohnsonCOOKATHAN GROUP

Kathryn Johnson, RN,MBA has served in the human services field in positions of Nursing Directorship of ER andCardiac Rehab. She has been a Nurse Training Consultant in the field of MRDD for medications administration. She istrained in Project Management in Healthcare.

KATHAN GROUP

Ms. Johnson provides expertisein team building and assessment of management and supervision styles. She is

also a Training Consultant for varioushospitals throughout the country inaccreditation.

Ms. Johnson has extensive experiencein managing system change projects within the healthcare setting. She provides expertise in setting goals, objectives, time lines, progression charting to ensure timely and accuratecompletion of projects vital to an organization's success.

Than Johnson is CEO of CRSI, amulti-county non-profit direct supportprovider. Since Mr. Johnson becameCEO, CRSI has grown to become one of the largest direct support providers inOhio. It serves as one of the leading agencies in consumer driven supports and also maintains quality programmingin the ICFMR program.

Mr. Johnson is the past President ofANCOR. He has experience in movingfrom facility based services models to consumer directed supports models. Hehas implemented inter-agency models forconsumer satisfaction assessment andinternal quality assurance. Mr. Johnsonhas presented at various national and state conferences and conducted trainingat both levels. He serves on various stateand national committees in areas of

medicaid and has extensive knowledge inthe current medicaid environment ofactive treatment and tag #198.

Mr. Johnson has served on many non-profit boards and offers training for non-profit boards on roles and evaluations. In working for a 17 membernon-profit Board for over 20 years and onnumerous other non-profit boards as atrustee, Mr. Johnson offers practical andtechnical experience for a successfulCEO/Board relationship based on concepts of trust, communication, andshared governance.

KATHANGROUP

Three reasons why ANCOR members should contact KathanGroup:

• If you need an assessmentof team strengths and compatibility to assist with organizational improvement andproject management assistance.

• If you need assistance in thechallenges and rewards of 'following your customers' as ourfield moves from facility-based toconsumer-driven supports

• If you need a non-profit board assessment to assist withboard development and leadership enrichment.

Kathan GroupThan JohnsonKathy Johnson153 PinetreeUrbana,Ohio [email protected] 937-776-5515

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SPECIAL SECTION CLIFTON GUNDERSON, LLP

• Buy direct from the manufacturer –either pine or oak is available

• Extensive inventory ready for immediate shipment nationwide

• Pine is available with either oil basedstain or catalyzed lacquer as a standard

• Any size residential quality mattress,with contract quality fluid proof cover

• Fabric availability includes customer’s own material or hundreds ofstandard covers

• Residential Care Furnishings builtcontract tough for years of hard use

PAST CUSTOMER COMMENTS:• “recommendations consistently

demonstrated a broad scope of experiencewith and understanding of the needs of this unique population”

• “creative problem solving and sensitive to budgetary constraints”

• “has repeatedly proven to be professional, knowledgeable and accessibleas a resource and consultant in coordinating the purchase of specializedequipment and furnishings”

• “goal was not to sell furniture, butrather to assist in providing a homey environment, even though locating itemswhich were comfortable, attractive, andcost effective was difficult”

• “every person who came in contactwith Angela commented on ability to “getthings done” and the degree of her professionalism”

• “each item and detail was thoroughlyresearched to achieve the absolute best possible pricing and décor suited to ourclients’ needs”

Angela M. BarbatiCONTRACT SALES MANAGER

LAKEWOOD MANUFACTURING, INC.

Residential Care Furnishings with SatisfactionGuaranteed

• 32 years of experience in interior design and furnishings • Strong personal commitment to the field of MR/DD• The strength of a world-class manufacturer

LAKEWOOD MANUFACTURING, INC.

L iability issues necessitate that furnishings and mattresses used inresidential care environments meetor exceed flammability standards

used in typical homes. Ideally, selectionswill appear “homelike” while utilizingmaterials and construction techniques that contribute to reasonable cost and easy maintenance in difficult environments.

We understand the unique considerations of your difficult environment and the special needs of your residents, as well as the challengingbudgetary constraints that providers ofservice deal with on a daily basis. We are knowledgeable about flammabilitystandards, physiological and behavioralissues, and ADA guidelines. Our recommendations can improve the therapeutic function of the immediateenvironment, while conserving capitalexpenditure funds, and facilitating ongoing repair and maintenance. Interior design and layout is offered without charge.

Lakewood Manufacturing has specialized in solid wood commercial grade furnishings for almost 20 years. Our furniture is engineered and built forlongevity, designed to be durable, stylish,and easy to maintain. We have extensiveability to customize items based on specific requests. Primary markets include the Federal Government, schools,camps and all types of social service agencies. Lakewood currently ships furniture to every state, as well as Europe,Japan, and Korea.

Three reasons why ANCOR members should call:

• ENERGY. Angela is committed to community basedresidential environments. Shetrained as an interior designer,operated a Supported Living grouphome, and directed a non- profitMR/DD housing corporation.

• EXPERTISE. We are dedicated to teaching customersabout construction methods andmaintenance issues so that purchases for furnishings can bemade from a position of strengthinstead of need.

• EXPERIENCE. Angela hascreated several ongoing strategicbusiness-to-business alliances forhealth care providers. These programs demonstrated real costreductions in capital expenditures,standardized the selection of purchases and decreased maintenance costs.

Lakewood Manufacturing, Inc.1241 New Windsor RoadWestminster, MD 21158Toll free 800-344-1616Fax Request for Quote to 410-857-9712www.Lakewood-Manufacturing.comAngela M. BarbatiHome Office 440-951-3303

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SPECIAL SECTION CLIFTON GUNDERSON, LLP

Kathleen Stocker, MBACHIEF FINANCIAL OFFICER

LIGHTHOUSE MANAGEMENT SERVICES, INC.

Kathleen Stocker brings 27 years of financialmanagement experience to LighthouseManagement Services. Her recent accom-

plishments include the restoration of financial stability to aregional community mental health center serving 4,000+consumers annually. Kathleen’s expertise will guide yourorganization through its financial management issues.

SPECIAL SECTION LIGHTHOUSE MANAGEMENT SERVICES, INC.

L ighthouse Management Services, Inc. was established following therealization that affordable, specialized management services for

non-profit corporations were nearly impossible to acquire. In an effort to fillthat void, Lighthouse ManagementServices, Inc. was formed.

Our organization educates, supports,promotes, and encourages not-for-profitcorporations to achieve their charitable purposes in the least expensive, most efficient manner. In the constantly changing funding environment of non-profit agencies, one constant among allfunding sectors remains the same: all hopeto see that the organizations they fund areutilizing their resources efficiently.

Lighthouse Management Services identifies and promotes distribution of public dollars to the charitable purpose ofthe organization being served by identifying and saving dollars in administrative and general managementservices wherever possible and practical. By opting to have some of the servicesnoted below provided by our organization,you will be able to offer your organizationand staff the gift of time to spend on thecharitable services for which your organization was designed.

Lighthouse Management Services workswith volunteer board members, staff, andother interested parties in all matters ofoversight including financial, programmatic, and other managementissues necessary for effective and efficientleadership. We understand that effectiveand efficient leadership is key to ensuring

that your valuable staff people are receivingthe support and guidance they need toreach your organizational goals.

Lighthouse Management provides services to non-profit corporations withoutprejudice, and maintains the confidentiality of all it serves. In allinstances, Lighthouse Management Services provides the best possible education and support services to its constituency.

Available services are:

ACCOUNTING, FINANCE & ADMINISTRATION• Accounts Payable/1099s/Receivable• Payroll Services• Account Analysis• Annual Reports• Audit Management• Banking & Cash Flow• Bank Reconciliations• Budgets• Balance Sheets• Profit & Loss Statements• Forecasting• General Ledger• Loan Analysis & Processing• MIS• Multi-Corporate Books• Preparation & Review of Budget Section

of Grants and Proposals

RISK MANAGEMENT• General, Auto, and Liability Insurance• Workers’ Compensation

HUMAN RESOURCES• Benefit Administration

Top three reasons you should callLighthouse Management Services:

• Lighthouse ManagementServices can give your organization and staff the gift oftime to focus on the charitableservices you provide.

• Lighthouse ManagementServices provides affordable, specialized, management servicesfor non-profit corporations.

• Lighthouse ManagementServices staff people have experience and background in non-profit administration, so theyunderstand the unique challengesthat you face.

For more information about how Lighthouse ManagementServices can help save your organization time and money,please contact Kathleen Stocker at:

Lighthouse Management Services, Inc.Forum Court, Suite 1113 Crosby RoadDover, New Hampshire, 03820(603) 749-4015; FAX: (603) 743-3244

LIGHTHOUSEmanagementservices, inc.

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SPECIAL SECTION CLIFTON GUNDERSON, LLP

Jeffrey A. RutledgeMANAGER OF BUSINESS DEVELOPMENT

MRDD SOLUTIONS

MRDD Solutions™ assists MR/DD agencies inslashing the cost of administration of serviceswhile increasing the timeliness of managerial

reporting. This is accomplished by leveraging technologywith integrated software systems that eliminate redundantdata entry of accounting, payroll, HR, and consumer management information.

MRDD SOLUTIONS

MRDD Solutions assists providers in becoming more efficient in theeveryday tasks of administration of services. Their solutions

include an “integrated” MR/DD software system focusing on accounting, payroll,billing, consumer management, humanresources, fund raising, incident tracking, and other functions. The system shares dataelectronically and eliminates redundant entry of the same data in unrelated softwareprograms. Other focuses include an automated forms processing service that eliminates manual data entry for commonprocesses such as payroll and billing.

Few software systems on the market aresuited for the specific needs of a MR/DDprovider. Historically, providers are forced torun disconnected systems for accounting,payroll, billing, and management of clients.These industry generic systems create inefficiencies due to the lack of electroniccommunication with each other and theworkarounds created in order for the software to operate in a MR/DD environment. The incredible levels of inefficiency come with the high price tag ofadministrative costs and the lack of adequatemanagerial reporting. These problems can be solved by using the products from MRDD Solutions.

Larry White, ANCOR member andExecutive Director of Anne Grady Center,best describes the results obtained by MRDD Solutions’ customers by saying, “We were expanding in services, staff, andrevenue, but could not tell which serviceswere making money. We contracted withMRDD Solutions to install the IntegratedSoftware Series© and help us streamline our

business department. The software and services from MRDD Solutions paid for itself the first year and provided a 58.1%return on investment (ROI). We saved atleast $100,000 in the first year, not to mention having an accurate picture of ourfinances for the first time ever.”

The Integrated Software Series© is the flagship product. It is a series of 15 modulesthat can be run individually with your exist-ing systems or in an integrated series. These modules include:

Core Accounting • General Ledger• Accounts Payable• Accounts Receivable• Payroll• System Manager (HIPAA compliance)

Consumer Management• Service Billing (Waiver as an example)• Incident Trending and Analysis• Client Personal Funds Management• Client Assessment • Client Demographics• Vocational

Agency Management• Human Resources• Employee Requirements (manages

requirements i.e. training)• Fixed Assets• Fund Raising

Other services include:• ASP service for use of the software via the

Internet (connects remote sites/users)• Fiscal consultation and interim finance

professionals (CFO, controller, etc.)• Automated data collection for time,

attendance, and billing

Three reasons why ANCOR members should contact us:

• More than 60 agencies inover 14 States have proven thatour products work. Expect our concepts to pay for themselveswithin six to eight months and provide generous returns in thefirst year.

• We live and breathe MR/DD!We are uniquely tailored for yourindustry with a perspective that noother vendor can offer.

• “Profit” is not a dirty word.For profit or non-profit, our professionals will show you technology that will let you earnmore revenue with less administrative expense.

MRDD Solutions1290 North Shoop AvenueSuite 100Wauseon, Ohio [email protected] Extension 11www.mrddsolutions.com

Founding Gold Sponsor

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Links /May 2004 RG 15ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Dale DuttonAFFILIATE

Sherry Beamer AFFILIATE

Sherry and Dale would like to introduce you to NobleSolutions – Your single point of entry for professional consultation in Human Services. Noble’s goal is to improveyour organization’s ability to delight your customers!

NOBLE SOLUTIONS, INC.

Your success begins with a full range of topspecialists…

Wouldn’t you like to be able toturn to a single organization for the majority of your outsideconsultation? That’s why

Noble Solutions was created. Many clientshave told us that working with just one ortwo consultants is limiting. They wouldrather have easier access to a larger and more versatile team of the best outsideexperts available to serve the full scope oftheir needs.

With impressive credentials…By bringing together an alliance of

experts, who also have their own individualbusinesses, we can offer you a far broaderrange of services. Our seasoned professional affiliates have years of solidexperience working with profit and non-profit organizations, public education systems, advocacy, employment, and healthcare organizations. They hold degrees inbusiness, law, psychology, education, publichealth, and social work. Many are users andproviders of Direct Support services.

Able to meet your unique needs…Noble’s commitment is to serve as your

portal to professionals who meet your unique performance needs exactly. The outstanding consultants Noble provides have knowledge and skills in a wide variety of areas including: assessment, strategic planning, hiring and performance improvement, accreditation, organizationaldevelopment, information systems, agencyculture, and customer service. Our goal is tohelp drive your organization to exceed

expectations. We know you wouldn’t be satisfied with anything less!

At a reasonable cost…By serving as a single point of contact, we

can help you organize your time and effortsmore efficiently. Most importantly, we’re dedicated to helping you take advantage ofNoble’s size, strength, and depth at a reasonable price. We can do this because wedesigned our organization to be flexible. Youbenefit by receiving timely consultation andpaying only for the services you need.

Consistent with the Noble principles andsatisfaction guarantee…

Noble Solutions focuses on agreed-uponcustomer outcomes as well as solid planningand management to reach those outcomes,truthful reporting of performance, and continuous improvement--all with a guarantee from Noble of customer satisfaction. You must be delighted with ourresults!

So why not call and find out more about us?We think you’ll agree that Noble

Solutions has just the right network of talentand imagination to successfully collaboratewith you. Our toll free number is 866-251-7171, our web address is www.NobleS.biz,and we are:

• Sherry Beamer, 818-841-1088, Cell 818-521-5698, oremail [email protected]

• Dale Dutton, 415-461-7218, Cell 415-717-1945, or email [email protected]

Three reasons why you should contact Noble Solutions:

• Individual, personal contactwith Dale and/or Sherry to helpguide you to the right decisions for your consultation needs.

• A wide variety of individualtalent and experience available and ready to work with your teamor to form an outside team toaccomplish your goals.

• Proven Results - Guaranteedperformance!

Noble Solutions, Inc.Long Beach, CA866-251-7171Fax 800-852-5817

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RG 16 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLPONECARE

Mike Terry ONECARE BUSINESS DEVELOPMENT MANAGER

CLIFTON GUNDERSON, LLP

Mike Terry should be the first person you call if you are considering changing yourbusiness management software. With over

20 years of consulting experience Mike can guide your company through the software evaluation process to determine which product best suits your needs.

Based on the flexible design of theMicrosoft Navision Software,OneCare™ can accommodate alltypes of human services activities

including: In Home Care, Residential Care,Vocational Training and Job Programs aswell as other unique services.

OneCare™ Features Listing:

Consumers• Consumer Care requirements, functional

limitations and preferences tracking• Care Plan functionality• Task checklist for services

Billing• Flexible multi-payer billing• Unlimited payers with flexible billing

rules• Credit collection and tracking• Track referrals and authorizations

Resources• Set up user-defined resource types (staff,

contractor, family, etc.)• Resource qualifications and attribute track-

ing• Remote time entry via telephone, web-

browser, hand-held devices or time sheets• Fully integrated Human Resources and

Payroll modules

System Wide• Facilitates HIPAA Compliance• Provides document management and

storage capabilities for scanned images & e-documents

• Sophisticated analysis reporting usingBusiness Intelligence and OLAP tools

• GL, AR, AP• Fixed Assets• Job Costing• And more!

Customer Relationship Management

About Clifton Gunderson, LLPFounded in 1960, Clifton Gunderson

LLP (CG) has grown to be the 12th largestCPA and consulting firm in the UnitedStates. We look back on our history ofgrowth and success with pride, but what’smost satisfying is that it coincides with thegrowth and success of our clients’ businesses. Clifton Gunderson builds trusting relationships that last.

Our business software and technologyexperts can plan, deliver and support a fullsuite of services using a wide range of products developed specifically for commercial and industry niche markets.Our methodology for delivering Technology Consulting services ensures that the quality and timeliness of the services you receive from our team of dedicated, expert professionals will not just meet your needs, but exceed yourexpectations.

This breadth of skills and depth of staffare your long-term resource for softwareselection and implementation, customization and report writing, training and support.

Top Three Reasons You Should Call us Now:• OneCare™ provides a fully integrated single system for all ofthe business needs of a HumanServices organization.• As one of the leading SolutionCenters for Microsoft Navisionsoftware, we provide a full breadth of services including:

– Pre-sales consulting– Systems analysis & design– Software customization– Implementation– Training– Support

• Clifton Gunderson TechnologySolutions is a leading provider ofBusiness Management software for organizations of all sizes, across several industries. We haveextensive experience in the MR/DD Human Services field, andserve the nation from offices in 13 states.

Clifton GundersonTechnology Solutions1860 W. University DriveSuite 108Tempe, AZ 85281Toll Free (866) CGTECH1 (480) 784-1622www.onecare.net

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Links /May 2004 RG 17ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Mark LorePRESIDENT

RIDE-AWAY HANDICAP EQUIPMENT CORPORATION

Not only does Ride-Away provide all types of vehicles for organizations that work withpeople who have disabilities, but their staff

is very involved in many organizations just like yours.President Mark Lore has served as Treasurer and Chairmanof the Board for a variety of non-profits while supportingothers at Ride-Away to get involved. Ride-Away is also along time employer of people with all types of disabilitiesincluding those with developmental disabilities.

SPECIAL SECTION RIDE-AWAY HANDICAP EQUIPMENT CORPORATION

In 1986, Ride-Away was started in order to provide high quality vehiclemodifications to people with disabilities. Today, they are the largest

provider of vehicles for people with disabilities on the East Coast. Ride-Away’ssuccess is based on several premises. First,offer the best products and service at thebest possible price. Second, give back tothe communities in which you serve. Thatseems so trite and simple, yet most businesses don’t do it. The reason theydon’t is because it is much easier to talkabout quality than it is to live it every day.Ride-Away hires people with disabilities andsupports and encourages its staff to getinvolved in the organizations that we workwith. In 2003, Ride-Away had over 70%employee participation in community service and that number is expected to rise.Ride-Away and its management team havebeen the recipients of many awards andrecognitions by a multitude of human service organizations, but we do not do itfor the recognition – we do it because itadds to and enriches our lives, and the livesof those around us.

In addition to serving, Ride-Away offersa complete line of vehicles and vehicle modifications for people with disabilitiesand the organizations that support them.We live the commitment, to be the bestevery day, every year, every one of us!Please try our services – we usually keep ourcustomers for life!

Chassis Acquisition• New and used• Ford, General Motors, Dodge and others • Full size- or mini-vans• Cash paid for trade-ins

Handicap Equipment Modifications• Braun or Ricon• Side entry / rear entry• Many vehicles in stock – new and used• IMS, VMI, Viewpoint, ElDorado, Braun• Conversion vans and transporters

Financing• In house financing department• Many leasing options• Rentals – daily/weekly/monthly

Service• 24 hours a day – everyday• Loaner vehicles• Pick-up and delivery• Needs assessment• Passenger assistive technique training

Top Three Reasons To Use Ride-Away For Your TransportationSolutions:

• One phone call gets you chassis acquisitions, handicapequipment, financing or leasingoptions, re-sale of existing equipment and a total needs analysis. This ensures you get theright vehicle at the right price.

• We come out and measureyour clients’ wheelchairs to makesure the equipment fits your operation. We demand positiveoutcomes for our clients and ourselves and will settle for noless. In addition, we provide complete passenger assistive technique training so that yourdirect care staff handles the clients and the equipment properly.

• 24 hour service, loaners,rentals, all modifications meetingFederal Motor Vehicle SafetyStandards and much more – it isour job to eliminate transportationproblems from your people andorganization. Ride-Away hasbecome the leader by not just talking about quality, but living itevery day.

Corporate HeadquartersRide-Away Corporation54 Wentworth AvenueLondonderry, NH 03053Toll Free (888) [email protected]

Other Locations Include: Connecticut,Maine, Maryland, Massachusetts, Vermont, Virginia

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RG 18 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Thomas G. Schramski,Ph.D.PRESIDENT

SALIENCE CONSULTING, LLC

Salience Consulting, LLC provides consultation, training and other specialized services todiverse human service and health care organizations. Our focus is improving quality and customer outcomes by encouraging a sustainable increase in leadership effectiveness. Our goal is to build organizational strengthfor today and tomorrow’s challenging marketplace.

SALIENCE CONSULTING, LLC

T om is the co-founder and formerCEO of Community Psychology &Education Services (CPES), based inTucson and Phoenix, Arizona. He

was instrumental in building CPES fromtwo employees, six consumers and $50K revenue in 1980 to a successful organizationwith 700 employees, 800 consumers and$22M revenue in 2004.

Along the way CPES was awarded aFederal demonstration grant for dual diagnosis (MR/MI) services, a “BestPractices Award” by the State of Arizona and a national “Creating a Culture ofOwnership” award, among other recognition. With Tom’s leadership the company has grown to include comprehensive services and supports for individuals with severe challenges.

Since 1980 Tom has provided both organizational/management and psychological consultation (as a LicensedPsychologist) to local, state and nationalorganizations. Management consultation has focused on organizational strength withvisible, positive outcomes for customers,employees and other stakeholders.Psychological consultation has includeddeveloping specialized supports for individuals with dual diagnosis (MR/MI).

What Salience Consulting Offers From our perspective, today’s dynamic

marketplace has created improved options

and choices for consumers and families,translating into increased opportunities andchallenges for providers of service. Webelieve these trends will continue, and thatSalience Consulting can bring a focus to the unique needs and aspirations of yourorganization. Our services include:

• Organizational Consultationincluding identifying specific organizationalgoals/objectives, with a strong value foundation for assessing company structure,systems and management, and recommend-ing potential interventions for change.

• Strategic Planning including analyzingcurrent plans and outcomes, assisting in thecreation of updated or new plans, and helping to structure action that increasesemployee involvement, including open book management.

• Specialized Consultation includingexecutive coaching, developing unique projects/proposals, initiating new servicesand providing short-term executive “turnaround” assistance.

• Training including an array of leadership, management and psychologicallyrelated topics.

Salience Consulting also works with anumber of other national organizations thatcan provide related services geared to yourspecific needs.

Three reasons why ANCOR mem-bers should contact us:

• Strategic Focus: Ability toemphasize organizationalvision/strengths, help build orupdate a strategic plan thatembraces all areas of an organization, and engage employees in moving forward witha positive view of the future.

• Experience: Demonstratedsuccess in leading the developmentof a premier organization withnational recognition and assistingother organizations in theirprogress.

• Creativity: Innovative collaboration and flexibility in maximizing available resources in a world of limited public funding.

Salience Consulting, LLCPO Box 89985Tucson, AZ 85752(520) 219-7960; Fax (520) [email protected]

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Links /May 2004 RG 19ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

SPECIAL SECTION CLIFTON GUNDERSON, LLP

Tim VogelCO-FOUNDER

SCIOTO PROPERTIES LLC

David Potts CO-FOUNDER

SCIOTO PROPERTIES LLC

With 25 years combined experience in the mental retardation and developmental disability industry, Tim Vogeland David Potts understand the challenges providers face inobtaining quality real estate. That’s why they started SciotoProperties LLC, with a sole mission to provide housing solutions for people with disabilities.

SCIOTO PROPERTIES LLC

Scioto Properties Provides New Solutions For Housing

Residential service providers requirethe ability to do what they do best –provide services and assistance forpeople with disabilities. The loca-

tion, quality, configuration and ability to provide client choice in housing can have a significant impact on the quality ofservices.

Scioto Properties has the financialwherewithal to serve any provider and itshousing solutions fit all sizes and types ofproviders: for-profit, not-for-profit, soleproprietors and governmental agencies.

One challenge providers face is obtaining the financial resources to expandservices. Through purchasing existing properties and leasing them back, SciotoProperties assists providers by turning theiraccumulated equity into capital for growthor additional services.

“We have 43 homes throughout Texasand had invested in purchasing about halfof those,” said Mason Morgan, CFO ofDaybreak Community Services, Inc. “Wewere able to sell half of the homes we operated to Scioto, lease them back andreinvest the money back into our company. Scioto Properties provided along-term solution for property acquisitions, allowing us to reinvest capitalin expanding services.”

The ability to find and outsource home

ownership is another provider need not easily met. When Progress, Inc. ofTennessee faced this challenge, SciotoProperties was there to help.

“For many years in Tennessee residential supports were provided in Group Homes,” said Sally Mills, Director of Fiscal Services for Progress, Inc. “In thecurrent supported living environment, thehome is either rented or owned by the individual being supported, instead of theagency, and those individuals make any and all decisions about their home. It canpresent a conflict of interest for provideragencies who own the home when an individual decides to change their residential provider.”

“Progress owned several such homes. We needed to form an ongoing, long-termrelationship with a buyer that would insistupon the same quality of housing that weprovide,” added Mills. “Now individualsthat we support lease their homes directlyfrom Scioto while we provide their residential and day supports, the thing thatwe do best. It’s a win-win for everyone.”

Providers and the people they serve have benefited from working with SciotoProperties. For more information on howScioto Properties LLC can assist yourorganization or community, contact us at800-930-2892 or visit our website atsciotollc.com.

Three reasons why ANCOR members should contact SciotoProperties LLC:

• Scioto’s housing solutions can improve the quality of life forclients and increase agency operational flexibility.

• We can reduce capital needed to expand services.

• Scioto Properties makes acommitment to give back to theindustry by contributing to provider associations, conferencesponsorships and affiliate memberships in states where wedo business.

Scioto Properties LLC5970 Wilcox Place, Suite H Dublin, OH 43016-6808 Toll Free 800-930-2892 Fax 614-889-5202 www.sciotollc.com [email protected] (Fran Wesseling)

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SPECIAL SECTION CLIFTON GUNDERSON, LLPTHERAP SERVICES, LLC

Therap Services, LLC was founded to improve the quality of life for people with MR/DD by providing cost-effectiveinformation, communications, and technology services tailored to the specific needs of service providers, servicemanagers, health professionals, and regulators.

Therap’s Integrated Online ServicesTherap’s rapidly expanding suite of

integrated, online offerings includes:• Online Incident Reports with

automatic verification, notification, andtracking

• Online Emergency Individual DataForms including photographs and criticalinformation for emergencies and otherunusual situations

• Online Medication Error Reports• Online Event Tracking including

Behavior Plans, Events, Tracking, andAnalysis

• Online Reporting and Access via voiceor web-enabled cell phone

Benefits for ProvidersOur reliable, secure, and cost-effective

online service offers the following benefitsfor service providers:

• Providers need only a computer withInternet access or web-enabled cell phone.

• There is no software or hardware topurchase, maintain, or upgrade.

• Direct care staff can self-train.• The system is designed to be HIPAA

compliant.

The Therap TeamWe have brought together a team of

professionals with an extraordinary combination of talent and experience in the MR/DD field as well as in designingand building complex, successful, secure,and reliable technology-based systems andservices. As a team, we have created fourongoing, successful high-tech ventures,

and we have a very strong record of helping our customers apply rapidly changing new technologies to new applications and services.

The Role of TechnologyTechnology plays a critical role at

Therap in efficiently delivering our products and services to you, in drivingdown costs while increasing quality, and inrapidly scaling our operations to meetincreased demand from providers. We use“industrial-strength” Sun computer systems,Cisco equipment for Internet and security,and Oracle databases, in a high availabilityconfiguration to ensure reliable and secureaccess to your information. We also support the Samsung i600 cell phone toaccess our online services.

ANCOR SponsorshipAs ANCOR’s Exclusive Platinum

Sponsor, we are very pleased to have theopportunity to work with the ANCORmembers and staff to advance the goals of people with mental retardation anddevelopmental disabilities. Exchanginginformation with industry leaders isextremely important to Therap. We willcontinue to work closely with the leaders in the MR/DD community, including private providers, associations, and government agencies to develop additionalfeatures and services that not only meet regulatory requirements, but also improvethe quality of care, reduce costs, and manage risk and compliance for individuals with MR/DD.

ANCOR members who are MR/DDindustry leaders and who want tobe part of the future of online information management shouldcontact Therap to assist in designing an integrated suite ofonline services that meets YOURneeds in • improving quality of care, • reducing costs, and • managing your risk and

compliance.

Therap Services, LLC562 Watertown Avenue, Suite 3Waterbury, CT 06708-2240Toll Free (866) 843-7270Fax (203) [email protected]

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Links /May 2004 13ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

See Catch 22, page 14

Contributing Editor

Catch 22 and the Field of Developmental Disabilities

Have you ever felt like you werecaught in a chapter of JosephHeller’s Catch 22—where thelogic is “systemic logic”, and

from the system’s point of view it all makessense. But from the person’s point of view,it doesn’t seem reasonable?

My daughter posed a simple questionto me on reading Catch 22: “Do you haveCatch 22s at work? It became increasingclear that there were multiple areas where“Catch 22” applies to us. We all talkabout self-determination and personalchoice, yet they are applied within thecontext of regulation and funding models.“I’m sorry. It’s a system requirement!” isoften the ultimate response.

“I’m 86 years old, and I don’t want togo to a day program any longer. I want toretire. Don’t most people my age retire andstay home if they want?” “I’m sorry,”responds the House Manager, “You are inan ICF/MR home, and you have to have aday program. It’s a requirement underfederal regulations.”

“I try and try to catch up,” says theService Coordinator. “Just when I do,they change the rules and the paperworkrequirements.” “I’m sorry,” says theDirector, “We have to follow the state andfederal rules; and the system seems to con-stantly want more and more and more.”

And what’s in a name? Major MajorMajor wasn’t a Major; they thought he wasa Major because of his name. Is a PersonalCircle really a Personal Circle, or is it anIDT with another name?

Then there is the Orr scenario. It’sabout having a “story to tell” and protect-ing your reputation.

Orr sniggered as he shook his head. “Idid it to protect my good reputation incase anyone ever caught me walkingaround with crab apples in my cheeks.With rubber balls in my hands I coulddeny there were crab apples in mycheeks. Every time someone asked mewhy I was walking around with crabapples in my cheeks, I’d just open myhands and show them it was rubber

balls I was walking around with, notcrab apples, and that they were in myhands, not my cheeks. It was a goodstory. But I never knew if it got acrossor not, since it’s pretty tough to makepeople understand you when you’re talk-ing to them with two crab apples inyour cheeks.”

Sometimes we do the same thing,especially in the area of consumer goals. A prime example is the tooth-brushinggoal—a goal that people often have foryears and years and years. We have to havea good story to tell, and we want to pro-

and significant paradigm shifts. We talkthe talk, but the forces that keep things inplace are extremely strong.

As a result, in reality more stays thesame than changes; that’s because the peo-ple in charge have more to gain by main-taining the status quo than by implement-ing change. We have assets, such as largeworkshop buildings, that we need to pro-tect or dispose of while maintaining thefiscal bottom line. This curtails innovationand locks us into ensuring our “cotton” isused. “You might start a trend, and then I’llnever get rid of all this goldarned cotton.”says Milo to Yossarian. We claim to sup-port the independence of people with disabilities. Yet as a system we often main-tain the consumers’ dependence on us.Although we talk the talk, we often createsystems that bind the consumer to us; andwe offer explanations as to why the con-sumer would never want to leave us.

“I’m going to run away,” Yossarianannounced in an exuberant, clearvoice, already tearing open the buttonsof his pajama tops.

“Oh, no” Major Danby groaned, andbegan patting his perspiring face rapid-ly with the bare palms of both hands.“You can’t run away. Where can yourun to? Where can you go?”

“To Sweden.”

“But you just can’t turn your back on allyour responsibilities and run away fromthem.” Major Danby insisted. “It’ssuch a negative move. It’s escapist.”

Yossarian laughed with buoyant scorn andshook his head. “I’m not running awayfrom my responsibilities. I’m runningto them. There’s nothing negativeabout running away to save my life.You know who the escapists are, don’tyou Danby, Not me and Orr.”

By the way, running away to Swedenfor a person with a disability might provehighly beneficial, given their reputation asone of the most progressive systems sup-

Margaret J. Gould

For anyone offended by this article, let me remind

you that the world is full ofCatch 22s. We own our

share, as most systems do.However, it’s recognizing the Catch 22s and doing something about them

that truly creates self-determination and

personal quality of life forthe people we serve.

tect our good reputation by demonstratingthat active treatment is being provided.So, we develop consumer goals and createa “screen,” claiming that our actions arereally providing active treatment.

Perhaps one of the most striking partsof Catch 22 raises the issue of change andhow little change really occurs because thesystem cannot or will not respond tochange. It is often not to the systemsadvantage; therefore, the system resists real

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14 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Catch 22continued from page 13

New Toolcontinued from page 11

porting personal choice and inclusion!For anyone offended by this article,

let me remind you that the world is full ofCatch 22s. We own our share, as mostsystems do. However, it’s recognizing theCatch 22s and doing something aboutthem that truly creates self-determinationand personal quality of life for the peoplewe serve. We will persevere; and while wepersevere, we need to create a system thatlets go and fosters consumer independ-ence. Personal quality of life is not a“thing” but an adventure. Our role is tosupport the emergence of quality of lifeand eliminating as many Catch 22s as pos-sible. So, I close with this last quote.

“Goodbye, Yossarian,” the chaplain called.“And good luck. I’ll stay here and per-severe, and we’ll meet again when thefighting stops.”

“So long, Chaplain. Thanks, Danby.”

“How do you feel, Yossarian?”“Fine. No, I’m very frightened.”“That’s good,” said Major Danby. “It

proves you’re still alive. It won’t befun.”

Yossarian started out, “Yes it will!”

Reference: Joseph Heller, Catch 22,Simon and Schuster, New York, 1989, pp. 9-463. ■

Peggy Gould is President/CEO of The

Visions Center for Creative Management which offers a

diverse number of training programs specifically for

the field of disabilities. She can be reached at

860.521.7684 or [email protected].

AUTHOR LINK

new. In addition, the SIS also assesses thehelp a person with an intellectual disabilityrequires to advocate for his or her ownrights. Sample tasks evaluated in categoryinclude, managing personal finances,obtaining legal services, and protectingoneself from self-exploitation.

“With the Supports Intensity Scale, themajor focus is on what types of supports aperson with an intellectual disability needsto participate in the community, assumenormal social roles, and experience greatersatisfaction and fulfillment in life,” saysDoreen Croser, Executive Director of theAAMR. “The SIS represents a significantachievement for the disability communityworldwide.”

The SIS will be used by agencies andindividuals who provide services for peoplewith mental retardation and related devel-opmental disabilities. The manual, plus25 interview forms, is priced at $125.00. ■

For more information, call AAMR at

310-604-1340 or email [email protected].

RESOURCE LINK

affect the overall support requirements of aperson with mental retardation. Thiscombined assessment of medical condi-tions and daily support requirements is

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Links /May 2004 15ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

See Survey, page 16

Computer Technology

Following are the results of a nationalsurvey of computer usage among270 agencies serving persons withdevelopmental disabilities. Survey

results are reported by agency size andreflect the number of agencies with high-and low-speed Internet access, websites, andnumber of employees with e-mail accounts.Also reported are the number and type ofcomputers in use; the number of on-lineand networked sites; the number of agen-cies using different types of application soft-ware and services; and the average numberof staff devoted to IT systems support.

In this day and age, it is reasonable toassume that most every agency of any sizeserving persons with developmental disabili-ties is making some use of computers. Thequestion is how and how much. This ismore than a question of general interest.Computer systems represent a major invest-ment for agencies. In the under-fundedworld of developmental disabilities, agenciesmust maximize their use of limited fundsand get a good return on their technologyinvestment dollars.

One way to get a sense of what a sensi-ble investment strategy might be is to con-sider the nature of the IT investment beingmade by similar agencies. This is true eventhough few agencies are ever wholly satisfied with their information systems.Computer systems are invariably works inprogress; most of the agencies responding tothe survey expect to make major improve-ments in their systems within the next twoyears.

The survey is based on 270 validresponses. Survey results were analyzed byagency size (annual revenue) in order to dis-pel concern regarding over- or under-repre-sentation of agencies based on this criticalvariable. Respondents were classified intofour size/annual revenue categories:

Under $5 million$5 to10 million$10-20 millionGreater than $20 million.

Most (86%) of the respondents representprivate agencies contracted to provide serv-ices and supports to persons with develop-

mental disabilities; 7.8% are public agen-cies (mostly counties) with both servicedelivery and system administration respon-sibilities; of these, half report annual revenue of less than $5 million.

Just over two thirds of respondents(68.3%) reported annual revenue of lessthan $10 million. Most (63.2%) reportannual revenues of over $10 million—halfof these, over $20 million. A small per-centage (3.6) are public agencies providingdirect services and supports; an even small-er percentage (2.4) are national offices ofmulti-state providers. These offices charac-teristically administer some centralized software applications for their many sites. The number of staff/consultants employedby the agencies varied as a function ofagency size:

Number of staffUnder $5 million <100 (75.2%)$5 to10 million 101-250 (76.6%)$10-20 million 251-500 (65.5%)Greater than

$20 million: >500 (69.2%)

Internet UsageOver 99% of respondents have connec-

tions to the Internet. Most respondentsregardless of size have high-speed connec-tions (T1, DSL, cable or satellite). Thepercent having high-speed connections waslowest among the smallest agencies, 63.8%.The percent with high speed connectionsjumps to over 90% for agencies with over$5 million in annual revenues: 91.5% foragencies with annual revenues between $5-10 million, 96.5% for agencies with annualrevenues between $10-20 million, and100% for agencies with annual revenuesabove $20 million.

Conversely, the percent with only low-speed (phone line) connections is relativelyhigh among the smallest providers, 36.2%.However, the percent drops dramatically asagency size increases: 8.5% for providerswith annual revenues between $5-10 million; 5.5% for agencies with annual revenues between $10-20 million; and 0%for those with annual revenues over $20million.

Just under 40 percent of employees ofagencies with annual revenues under $10million are reported to have agency e-mailaccounts. The percent rises to just over45% for agencies with annual revenue of$10-20 million and to just over 50% foragencies with annual revenues above $20million. It is important to note that thesepercentages do not include employees having access to personal email accounts.Indeed, a number of agencies reported thatemployees were encouraged to sign up forfree email services (e.g. hotmail, Yahoo).As one respondent commented, “all whoneed email connections have them.”

Websites78.3% of the agencies participating in

the survey have a website. A number ofothers made note that a website was underdevelopment.

Websites by size:Under $5 million: 65.4%$5 to10 million: 89.4%$10-20 million: 94.5%Greater than $20 million: 92.3%

The safe assumption is that agenciesreporting no support staff are receiving the

A Survey of Computer Usage by DD ProvidersJohn Ashbaugh

SupportThe average number of in-house technology support staff (IT FTEs) increases with

agency size and number of software applications.

Range of IT FTEs Average IT FTEsUnder $5 million: 0-4 .44$5 to10 million: 0-4 1.04$10-20 million: 0-8 1.51Greater than $20 million: 1-26 4.65*

*Average is 3.8 if the two outlier agencies reporting an exceptionally high number of FTEs are excluded.

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16 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Surveycontinued from page 15

support required through contract. Thenumber of support staff reported for thelargest providers is difficult to interpret notknowing just how large the agencies in thiscategory are, and knowing that some pro-vide centralized support for many agenciesacross a state and even in multiple states.

WorkstationsAll respondent agencies reported hav-

ing personal computers. A smaller number,6.7%, also reported having MACs; and aneven smaller number, 3.4%, reported hav-ing other computers (mostly RIS). Thepercent of agencies with revenues under $5 million having MACs was only 1.6%;whereas the percent among agencies withannual revenues above $5 million rangedfrom 10 to 13%. The small percentage ofagencies having other types of workstationswas much higher for those agencies withannual revenues over $20 million (10.3%)compared to 1.8 to 2.3% for agencies inthe other three size categories under $20million. These are generally less expensive,low-performance, “thin client” computersdesigned to be used in client/server orweb-based systems where the performanceload is borne by the servers rather than thePCs.

The percent of personal computersreported to be networked with other com-puters for the purpose of sharing pro-grams, files and Internet connectionsincreased with agency size.

Under $5 million: 63.5%$5 to10 million: 74.6%$10-20 million: 79.9%Greater than $20 million: 81.8%

The percent of PCs reported to bePentiums was 85.8% for all agencies. Bythe comments, most of the agencies havingcomputers built on non-Pentium micro-processors are planning to replace themwith Pentiums. However, as indicatedabove, some knowingly purchase comput-ers with less expensive, lower-speed micro-processors for use in “thin client” comput-ers.

The number of agency PCs doesincrease with the size of the agency.

Under $5 million: 67.2% have fewer than25 PCs; 92.2% have fewer than 50PCs.

$5 to10 million:14.9% have fewer than 25 PCs; 46.8%have 26-50 PCs; 31.9% have 51-100.

$10-20 million:All report having at least 25 PCs;16.7%t have 26-50; 42.6% have 51-100; 27.8% have 101-200; 13% haveover 200.

Greater than $20 million: 53.8% haveover 200; 38.5% have 101-200

The average number of sites reportedincreases with agency size as well.

Number of SitesUnder $5 million: 5.4$5 to10 million: 12.6$10-20 million: 25.3Greater than $20 million: 60.2

The percentage of sites with comput-ers is high for all categories, ranging from86.1% to 90.9%. A number of agenciescommented that the number of sitesreported didn’t reflect the supports pro-vided at many in-home and at-work sitesneither owned nor leased by the agency.

Application SoftwareOver 99% of respondents utilize

word processing software; nearly 97.9%utilize spreadsheet software. 92.2% havedatabase software, with the percentincreasing with agency size—from 85%for the smallest to 100% for the largest.

Similarly, 92.9% of the respondentsreported using accounting software, withthe percent increasing with agency size—from 86.6% for the smallest to 100% forthe largest. About 19% of the smalleragencies report using related contractaccounting services, while the percent oflarger agencies using accounting servicesdrops to 10.3%.

Payroll software is also used by ahigh percentage of respondents at 78.4%,again increasing with agency size, from72.4% for the smallest to 94.9% for thelargest. The percentage using relatedcontract payroll services, 40.7%, is muchhigher than the percentage using contractaccounting services, 16.8%; and the per-cent doesn’t appear to vary as a functionof agency size.

Billing software is also used by ahigh percent of respondents, 76.9%—with the percent increasing by agency sizefrom 67.7% for the smallest to 92.3% forthe largest. The percent using contract

billing services, related or unrelated to thesoftware, was the same as the percentusing accounting services, 16.8%. As inthe case of accounting services, the per-centage of respondents using billing serv-ices doesn’t appear to vary as a functionof agency size.

Human Resources software designedto manage employee information is alsoused by half (50.4%) of the respondents,with the percentage increasing withagency size from 25.2% for the smallestto 92.3% for the largest. The percentageusing related human resources services,4.9%, is quite small. Time and atten-dance software, which may or may not bea part of the human resources software, isused by 34.6% of the respondents, rang-ing from 20.6% for the smallest to59.4% for the largest .

Case management software designedto manage client information is used by45.1% of the respondents, ranging from30.7% for the smallest to 87.2% for thelargest.

Thirty-one percent of the respon-dents use fundraising software, rangingfrom 17.3% of the smallest agencies to46.2% of the largest. Manufacturing soft-ware is used by 14.7% of the respondentsthat operate some form of manufacturingenterprise in which clients are employed.

Respondents reported a variety ofother types of application software in useincluding presentation software (e.g.Microsoft Powerpoint), email software,desktop publishing software, statisticalpackages, telephony programs designedfor the computer input of time and relat-ed encounter information by telephone,client trust fund administration, mailinglist management, purchasing, facility andfleet maintenance, package tracking,photo-editing, nursing, and HUD certifi-cations.

Only 4.9% of the respondents useapplication service providers (ASPs) forhuman resources, 5.2% for case manage-ment services and 2.6% for fundraisingservices. This relates in part to the limit-ed offerings available in these areas and tothe current value of these offerings. It isclear that these services have a long wayto go to match the value agencies feelthey receive from the payroll services and,to a lesser extent, billing services.

There is no telling how many of theseapplications have been developed in-house using database and spreadsheetprograms, e.g. Microsoft Access,Visualbasic, FilePro, and other database

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Links /May 2004 17ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

software. Hopefully the results of thesurvey as reported in this article will pro-vide agency administrators with a betterunderstanding of where their agencies arealong the technology/computerizationcontinuum and improve their IT invest-ment decisions. However, the pictureprovided isn’t nearly as detailed andinformative as it could be.

A significant number of respondentsmade clear that they would like to havemore detailed information for bench-marking purposes, and to that end wouldbe interested in participating in a moredetailed survey. More than the types ofapplication software/ services used, theywould like to know the names of theapplication software used and feedbackon its functionality, performance andcost.

More than the numbers of comput-ers, they would like to know aboutagency use of hardware, peripherals (e.g.personal digital assistants (PDAs), andinfrastructure (networks). More than thenumber of Information Technology (IT)full-time equivalents (FTEs), they wouldlike to know the level and types of con-tract support being used, the performanceand cost thereof. They would also like tohave more definitive information on thenature of agency operations.

In response to this feedback, a moreexpansive survey and analysis is planned.It will include a larger number of agen-cies. Only those agencies participatingwill have access to the results. If youragency would like to participate, emailthe author. ■

John Ashbaugh is currently the Vice

President, Director of U.S. Operations for Danic

Technology, Inc. He can be reached at (781) 400-1110

or by email at [email protected]

AUTHOR LINK

State Representative Profile

ANCOR Representative: Karin Stockwell, MinnesotaState Representative

Ientered St. Olaf College to pursueeither a career in theatre or tobecome a psychologist. While incollege I worked as a volunteer

coordinator for the Lutheran VolunteerCorps. This organization organizedhigh school students to live and work atWoodward State Hospital for theDevelopmentally Disabled in Iowa dur-ing the summer months.

I gained a wealth of knowledge thatbecame the foundation for much of myphilosophy and values about workingwith persons with disabilities. This expe-rience was invaluable to me, eventhough at the time I did not recognizethat this summer job was laying the pathfor my career.

After college, I worked for differentresidential and day service providers inthe Twin Cities for three years until afriend suggested I apply to Dungarvin tobe a program director of several residen-tial sites. I was very pleased to havebeen hired. During my eleven plus yearswith Dungarvin, I have been a programdirector, director, and am now seniordirector for the multi-county division ofour Minnesota services.

I have served on our Minnesota-provider association’s board (ARRM) forthe past three years and have been onthe executive committee as treasurer fortwo of those years. ARRM has had along and valuable relationship withANCOR. I was given the opportunityto be Minnesota’s state representative toANCOR in the fall of 2003 and havebeen thoroughly enjoying my new role. Ihave met many wonderful new peopleby attending the conferences and partici-pating in sponsored events.

ANCOR provides a vast amount ofinformation about national issues toproviders and association members. AtARRM and Dungarvin we find relevantissues that impact our services, industry,

employees and agencies on a monthlybasis through the excellent articles, bul-letins, conferences, and alerts.ANCOR fosters an environment ofsupport, sharing, and learning by con-necting with our peers across thenation. The ANCOR staff have beenan excellent resource for Dungarvin aswell as for me personally. They areavailable for questions and clarificationon technical issues and have been veryhelpful in connecting me to the appro-priate resources. Being a member ofANCOR is vital to keeping up with theever-changing environment of ourindustry. I appreciate the opportunityto represent our provider organization,ARRM, and Dungarvin. I hope otherscan benefit from my contributions toANCOR as much as I have benefitedfrom theirs. ■

Karin Stockwell works for

Dungarvin Minnesota, Inc. and can be reached at

651-699-6050 or [email protected].

AUTHOR LINK

VISIT USON THE WEB

www.ancor.org

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18 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Are your staff still keying payroll and billing data by hand into software systems? Worse yet, are they keying the same data over and over in disconnected accounting, payroll, and billing software packages? Are they jumping from system to system to gather data for financial reports that will probably be late anyway? Why settle for those generic, separate, and inefficient systems when it is so easy to automate and integrate with the help of MRDD Solutions and the MR/DD specific Integrated Software Series©? The Integrated Software Series

© is a set of 16 individual

modules (run individually with existing systems or in a complete suite) that are specifically engineered around the unique needs of a MR/DD provider. Agencies investing in this system can expect the implementation to pay for itself and start providing a generous return on investment within 6 to 8 months of operation. This has been proven over and over in 57+ installations around the country. Our Integrated Software Series

© has been designed from

the ground up with input from 19 different MR/DD agencies. We’ve included features such as the ability to generate financial statements by site, department, county, and program. Also included is a billing system for individually contracted services that is integrated with staff/client payroll which in turn is incorporated into an HR system that tracks more than 151 elements of employee life. Each of our 16 modules are uniquely tailored to handle the accounting, billing, payroll, HR, and consumer management functions for MR/DD providers.

It’s Time To Bring That Area Into The 21st Century!

www.mrddsolutions.com (419) 335-1280 ext. 11 [email protected]

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Links /May 2004 19ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Member Highlight is designed to recognize andshowcase ANCOR member agency achievementsand significant community and other initiatives ofnote. We are featuring an ANCOR member

agency in each issue of LINKS, so please forward your highlightstory to Marsha Patrick at [email protected].

Our May ANCOR Member Highlight is Keystone HumanServices of Harrisburg, PA under the leadership of Sr. VicePresident, Charles Hooker III.

Keystone Human Services UnveilsTechnology: Enhancing QualityInitiatives and Increasing FinancialEffectiveness

A new resource is nowavailable to enhance the workof Keystone’s direct supportprofessionals and agencyadministration in recording,evaluating and managingquality indicators, trackingthe achievements toward thepersonal goals of the individ-uals we serve, and managingfinancial information. In2002 Keystone HumanServices joined Pressley Ridgein their collaboration withEstream, a prestigious soft-ware company, to jointlydesign a tool for human serv-ices. This partnership resulted in Total:Record. Since that timeTotal:Record has been expanded into a web-based billing andservice tracking software product that is proving its worth inthe critical world of human service.

Keystone and Pressley Ridge shared a common vision ofusing technology as a way of “getting to the point of humanservices.” Charles Hooker III, senior vice president of KeystoneHuman Services stated, “Putting timely information into thehands of our staff improves the quality of our services, increasesthe time available to focus attention on personal outcomes forthe individuals we serve and improves the functioning of ouragency overall”.

For more information on Total:Record contact CharlieHooker at 717-232-7509, [email protected] or visit the web siteat : www.keystonehumanservices.org. ■

ANCOR Member Highlight

Charles Hooker, III

Washington is Waiting for You!

MARK YOUR CALENDAR

ANCOR’s 2004Governmental Activities Seminar

SEPTEMBER 19–21, 2004

Committee Meetings Sept. 18Board of Directors Sept. 18-19

Board of Reps Sept. 19

Washington Court HotelWashington, DC

Brochure/registration available shortly

ANCOR Technology Updates

Have You Visited ANCOR’s Action Center?Powered by, CapWiz™, the nation’s first and foremost onlineadvocacy solution that will connect you with elected officials,agencies and organizations. You can e-mail members ofCongress, the President, other government officials or any recipient of your choosing. Find members by ZIP Code orname search. When you see an issue you feel strongly about,you can send pre-written messages that ANCOR suggests, orcompose your own. Capwiz™ brings ANCOR’s advocacyissues to your fingertips and allows you to make a difference in legislative efforts.

ANCOR’s Action Center:• Notifies you when your voice is needed to influence

Congress and federal Agencies;• Knows to whom you should be sending your letters.

Simply enter your zip code and Capwiz™ does the work foryou;

• Offers suggested language or letters containing the appro-priate information to help you communicate effectively; and

• Is fast and intuitive, so you can educate yourself andunderstand ANCOR’s issues quickly.

Don’t wait, Take Action Today! Visit www.ancor.org and clickon ANCOR Action Center link.

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20 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

TheArcLink.org

Now you can choose for yourself.

Information and resources for individuals with developmental disabilities and their families.

toll free 877.431.8532e-mail: [email protected]

www.TheArcLink.org

Relyon Delta-T Groupto find you the right

Delta-T is the Proven Source for All

Your Staffing Needs.

Nationwide ServiceCall 1 800-251-8501www.delta-tgroup.com

available a day!24hoursWe are

Partnering withthe finest

Behavioral HealthcareFacilities

Across the Country

SupplyingThe Highest QualityInterim Professionals

• Social Workers • Mental Health Therapists

• Psychologists • Psychiatrists

• Foster Care Counselors

• Substance Abuse Counselors

• Residential Aides

Professional

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Links /May 2004 21ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

Pilot Programscontinued from page 1

curriculum and the implementation of anational apprenticeship program based onsuccessful competency-based direct sup-port apprenticeship models already devel-oped and focusing on the creation of adefinitive career ladder for direct supportprofessionals.

These key partnerships are a majorstep toward achieving the goals ofANCOR’s National Advocacy Campaign,which include:

• Obtaining wage and benefitenhancements for direct support profes-sionals.

• Creating a national policy to addressthe workforce crisis.

• Demonstrating the critical roledirect support professionals play inenhancing the lives of American’s with dis-abilities.

• Securing incentives for solidifying acareer path for direct support professionals.

• Building public awareness about thevalue and challenges of the career.

For more information about theANCOR National Advocacy Campaign,visit www.supportnac.org.

A F E W O F D O L’ S N A T I O N A L B U S I N E S S P A R T N E R S

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22 Links /May 2004 ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org

AGENCY CONTRIBUTION$40,000 AND ABOVE

American Habilitation ServicesMosaic (Bethphage/Martin Luther

Homes Society, Inc.)ResCare, Inc.The Mentor Network (REM, Inc./The

Mentor Network)

AGENCY CONTRIBUTION$15,000-39,999

ARF of Indiana, Inc.Babcock CenterChampaign Residential ServicesDanville ServicesDungarvinJohn F. Murphy HomesLibertySunrise CommunityThe Chimes, Inc.Verland

AGENCY CONTRIBUTION$5,000-14,999

AAPPDAIRES, Inc.Christian Opportunity CenterDDMS, LLCEvergreen Presbyterian Ministries, Inc.Fairbanks Resource AgencyHome of HopeIndependent Opportunities (OK)Lynch Community Homes, Inc.Lynch Management ServicesMains’l Services, Inc.Mainstream Living, Inc.Miami Cerebral Palsy Residential

Services, Inc.New Avenues to IndependenceNew Hope Community, Inc.OHIRainbow of Challenges dba School of

HopeSouth Dakota Association Of

Community Based ServicesThe Institute of Professional Practice,

Inc.Young Adult Institute, Inc.

AGENCY CONTRIBUTION$1,000-4,999

Acumen, Inc.ADDCPAdelante Development CenterAIM Services, Inc.Ann Storck Center, Inc.ARRMASKAN CorporationAssociation for the Help of Retarded

ChildrenAvenues to IndependenceBios CorporationCamp Horizons, Inc.Carmel Community Living CorporationCedar Lake Foundation, Inc.Chesterfield County BDSNChristian Concern, Inc.Colorado Association of Community

Centered Boards

Community Access UnlimitedCommunity LivingCommunity Living AssociationCommunity Living Concepts, Inc.Community Living OpportunitiesCommunity Partners, Inc.Community Psychology & Education

ServicesCreative Care for Reaching IndependenceCreative Networks LLCCrystal Run Village, Inc.DEH Operating CompanyDelaware County ARCDevelopmental Services NetworkDSNWKExceptional Persons, Inc.Faith, Hope & Charity, Inc.Families Plus, Inc.Friendship Community Friendship Community CareFutures Unlimited, Inc.Good Shepherd CommunitiesHammer ResidencesHope Haven, Inc.Imagine!In Home Support Service, LLCIndependent Options, Inc.InterHabIntermountain Centers for Human

DevelopmentIrwin Siegel Agency, Inc.Keystone Service SystemsKoinonia Homes, Inc.LIFE, Inc.LifeSkills, Inc.Magdala FoundationMaine Association for Community

Service ProvidersMaryland Association of Community

ServicesMercer Human Resource ConsultingMitchell Area ATCMount Olivet Rolling Acres, Inc.Nemaha County Training CenterNew Hope VillageNorth Central Human ServicesNorthern Hills Training CenterNYSACRAOhio Provider Resource AssociationOmega HomeOpportunity LivingOpportunity VillagePARPARCPotomac Center, Inc. Region IV Family Outreach, Inc.Residential Support Services, Inc.Rimland Services NFPRose-Mary CenterSanta Maria El MiradorS. L. Start & Associates, Inc.Special People In Northeast, Inc.Spruce Villa, Inc.St. Dominic’s HomeSt. John’s VillaStone Belt Arc, Inc.Support, Inc.T.E.R.I., Inc.

The Adirondack ARCThe Arc Northern Chesapeake RegionThe Centers for HabilitationThe Resource CenterUnited Cerebral Palsy of Los Angeles &

Ventura CountiesUnited Cerebral Palsy of New York City,

Inc.Volunteers of America, Inc.

AGENCY CONTRIBUTION$0-999

ADDPAditus Inc.Anne Grady CorporationARC of the Bluegrass, Inc.ARCAAutism Services Center, Inc.AXIS, Inc.Benedictine School for Exceptional

Children, Inc.Bost Human Development Services, Inc.BRASSCalifornia Association of Health FacilitiesCAPOW, Inc.CARC, Inc.CareCo Homes, Inc.CARFCatholic Community ServicesCCLS, Inc.CDC ResourcesCenter for CommunityCentral Aroostook ARCChristole, Inc.COF Training Services, Inc.Communicare Day ServicesCommunity Alliance of Providers of

WisconsinCommunity And Residential Services

AssociationCommunity Connections (AK)Community Connections, Inc. (SD)Community Providers Association of

OregonCommunity Residential Services

AssociationCommunity Support Services, Inc.Delta Projects, Inc.Desert Area Resources & TrainingDisability Supports of the Great Plains,

Inc.Disabled Citizens FoundationDiscovery Living, Inc.FEGSGreater Kansas City FoundationHarry Meyering Center, Inc.Heartland Homes, Inc.Heartstrings Community FoundationHerkimer County Chapter A.R.C.Hope Haven Hope Haven Area Development CenterHope Residence, Inc.Howell's Child Care Center, Inc.Independence Association, Inc.Independence Residences, Inc.Independent Opportunities (KY)INSIGHT, Inc.Job Connection, Inc.Kansas Elks Training Center for the

Handicapped, Inc.Kent County Chapter RIARCKentucky OpportunitiesLincoln Self Reliance, Inc.Live, Inc.

McGuire MemorialMidstream, Inc.Mission Mountain Enterprises, Inc.Mission Road Developmental CenterMontana Association of Independent

Disabilities ServicesNebraska Association of Private

ResourcesNorthview Developmental Services, Inc.Northwest Missouri Learning Center,

Inc.OAHE, Inc.Oakridge Homes, Inc.ONCOROrion Corporation of MNPAKS Developmental ServicesPella Rolscreen FoundationPhoenix Residential Centers, Inc.Pine River Group Home, Inc.Portable Practical Education Preparation,

Inc.Prarie ViewPutnam County Comprehensive ServicesQuality Life ConceptsReach, Inc.Rehabilitation Enterprises of WashingtonResCare, Inc. (CA)Resident Home Association for Mental

Retardation of Greater DaytonResidential Management Systems, Inc.Riverbrook Residence, Inc.Scioto Properties, LLCSouth Central Behavioral ServicesSPARCSt. Giles Living Centers, Inc.St. John Valley Associates, Inc.St. John's Community ServicesStarkey, Inc.STEPSunny OaksTennessee Network of Community

OrganizationsTexas Sunrise Services, Inc.The Arc of Iroquois CountyThe Arc of Schuyler CountyThe Association for Community

Living, Inc.The Charles Lea Center, Inc.The Coastal WorkshopThe Colonial Insurance Agency, LLCThe Verland FoundationTobosa Developmental ServicesTransitional Services, Inc.Utah Association of Community ServicesVermont Council DMHSVolunteers of America of Oklahoma, Inc.WCIWillows Way Inc.Woodfords Family ServicesZachary House, Inc.

NATIONAL ORGANIZATIONENDORSERS

The Arc of the United StatesAmerican Association on Mental

RetardationCARF---The Rehabilitation Accreditation

CommissionNational Association of State Directors

of Developmental Disabilities ServicesThe Council on Quality and LeadershipThe National Alliance of Direct Support

ProfessionalsUnited Cerebral Palsy

ANCOR National Advocacy Campaign ContributorsANCOR National Advocacy Campaign Contributors

We wish to extend our sincere appreciation to the following members,who have made a contribution in support of the ANCOR National

Advocacy Campaign launched in September 2001. Their contributions todate total $928,460.93.

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Links /May 2004 23ANCOR—A national network of providers offering supports to people with disabilities.—www.ancor.org Links /April 2004 23

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ANCOR Mission: To empower providers and people with disabilitiesto celebrate diversity and effect change thatensures full participation.

ANCOR Vision: To be the premier provider association creatinga world that values the full participation of allstakeholders.

American Network of Community Options and ResourcesInspire – Inform – Connect

1101 King Street, Suite 380Alexandria, VA 22314-2944703-535-7850www.ancor.org

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