Annual Report

2012 - 2013

Florida Association of Rehabilitation Facilities 2475 Apalachee Parkway, Suite 205

Tallahassee, Florida 32301 850-877-4816 Fax: 850-656-0168

www.floridaarf.org

Four (4) Allied Partners:

Florida Insurance Trust, Scioto,

SourceAmerica & Therap

Three (3) Professional Members:

Mitchell & Company; Moore Stephens

Lovelace, PA; Peggy Wall

Mission:

Florida ARF promotes the interests of individuals with disabilities by acting as a public policy change agent and promotes and serves

the interests of community human service

provider organizations.

We are:

Private (Profit & Nonprofit) providers

Goodwill Industries

United Cerebral Palsy Affiliates

Arc Chapters

RESPECT Employment Centers

Residential Programs

HCBS Waiver Programs Community Rehabilitation Agencies (VR) Charter Schools Faith based programs ICF/DD Facilities Community employment programs

Florida ARF member profile (62):

Community Based Waiver

84%

Residential/Long Term Care 65%

Employment Centers 29%

Employment 69%

Executive Committee

Katie Porta, Chair (10/1/12—8/23/13) Troy Strawder, Vice Chair & Acting Chair

Diana Flenard, Secretary Phillip Hall, Treasurer

Clint Bower, Past Chair Jean-Marie Moore, Parliamentarian (10/1/12—7/1/13)

Members

Dr. Joseph Aniello, Shirley Balogh, Michele Barnes,

Roger Bradley, Jim Freyvogel, Richard Gilmartin, Phillip Hall,

Dennis Haas, Natalia Laver, Gary Morin, Patricia Varner

Parent Members

Aleli Puig Santibanez & Gloria Wetherington

Member driv

en! Advocate for individuals

with disabilities! Board of Directors:

Industry Leadership:

• Appropriations

• Rate-setting

• Health care reform

• Medicaid Waiver rules (Federal & State)

• Program compliance

Wage and Hour laws

Service delivery for persons with disabilities

Employment options

Long-term residential care

Provider billing assistance

Florida ARF Provides:

Advocacy:

Professional & grassroots Local agency involvement

Provider & parent testimony

Training

Networking Opportunities:

• Quarterly meetings

• Peer questions, answers, & linkages

• Trainings

Teleconferences & webinars

Information sharing

Fiscal Year 12-13 Accomplishments

Advocacy:

Additional funding for HCBS waiver: $37 million for FY 13-14; $40 million for FY 12-13 deficit

Supported Employment funding and data management system for APD

Across-the-board 3% rate increase for Adult Day Training (ADT) services

ICF/DD proviso language

Adults with Disabilities funding (VR program)

Early Steps Program - $6 million additional funding

Public policy: iBudgets, ICF/DD reimbursement rates, and Group Home Licensure

Employment Outcomes Professional training: Eight sessions for staff and agencies to

improve job placement outcomes

Affinity groups (6) for Employment Forum members on topical issues

Collaborated with VR leadership to promote program models: Project Search & OJT

Fiscal Year 12-13 Accomplishments

Industry Information:

Maintained website featuring industry

news for members

Developed white papers, forum notes,

virtual library, ICF/DD Info Center,

grassroots & forum updates

See: www.floridaarf.org.

Industry Publications:

Electronic communications (250+)

Monthly Issues Forum Breaking News

Monthly Issues Forum Grants Capitol Breaking News Legislative alerts

Member Representation:

Participated in 223 events: Stakeholder

meetings, legislative events, public

hearings, agency meetings, conference

calls.

Public Policy Input:

Tracked policy changes

Attended public hearings & provided

oral / written testimony, for 21

Administrative Rules such as:

Licensure of Residential Facilities iBudgets

ICF/DD Rate Setting

ICF/DD Licensure

Background screening

Fiscal Year 12-13 Accomplishments

Training & Education:

3 quarterly meetings:

Gearing Up

Back on Track

Changing the Paradigm Other:

Employment Outcomes Professional

Wage & Hour Trainings (2)

Legislative Platform Development

Member Ad Hoc Groups:

Managed Care

Supported Employment

Adults with Disabilities

Behavior Services

Quality Assurance Tools

Agency Liaison Involvement:

• Department of Management Services

• Department of Education – VR

• Agency for Persons with Disabilities

• Department of Children & Families

• Agency for Economic Opportunity

• Agency for Health Care Administration

• Department of Health

• Department of Elder Affairs

• Commission for Transportation Disadvantaged

• Florida Senate/House of Representatives

• Governor’s Office

• Florida Developmental Disabilities Council

• Disability Rights Florida

“Influencing public policy to make a

meaningful difference in the lives of

individuals with disabilities.”

Fiscal Year 12-13 Accomplishments

Legal Advocacy:

Tracked iBudget implementation

ICF/DD rate challenges

Tracked DOJ Activity

Networking:

Sponsored 3 quarterly membership meetings & trainings/

seminars Hosted 25 teleconferences to obtain member input “Ask a Peer” opportunities and

provided linkages

Conducted 60+ visits with community

agencies

RESPECT of Florida:

Served as RESPECT Central Nonprofit Agency to facilitate competitive employment opportunities.

51 RESPECT nonprofit agencies produced

office, safety, and janitorial products; provided contract services such as call center management, custodial, and interstate rest area maintenance.

Approximately 1,300 persons with

disabilities were employed through RESPECT.

Products and services sales totaled

approximately $28 million.

2012-2013 Statement of Activities For the 12 Months Ending September 30

Florida ARF: Proudly serving community agencies for 37 years

Projected Audited

September 30, 2013 September 30, 2012

(1) (2)

Program Revenues 28,106,029 27,148,417

Interest Income 538 6,784

Total Revenue 28,106,567 27,155,201

Cost of Sales & Services 26,191,680 24,668,434

Gross Profit 1,914,887 2,486,767

Salaries & Benefits 1,352,327 1,314,044

Consultants 240,130 211,292

Travel 90,769 72,320

Depreciation/Amortization 8,935 5,497

Professional Fees 41,552 32,124

Property & Casualty Insurance 87,966 86,817

Other Operating Expenses 246,855 235,928

Total Expenses 2,068,534 1,958,023

Change in net assets (153,647) 528,745

(1) $448,000 negative deferred revenue on long term contracts

(2) $588,000 positive revenue recognized on long term contracts

Fiscal Year 12-13 Operational Goals

1. To guide the Association's programs and activities in a direction

that is consistent with its mission and in accordance with the

overall direction established by the Board / membership.

✓ Achieved.

Communications, testimony, and Agency presence provided

frequently. Attended 21 hearings and participated in 223

events including community stakeholder meetings,

legislative events, public hearings, state agency meetings,

and conference calls.

Resources targeted to accomplish the goal via the operating

budget -Staff, IT, Consultant Contracts. Staff performance

measures negotiated in support of goals.

Internal process improvements made: Staffing, website, &

accounting systems.

Fiscal Year 12-13 Operational Goals

2. To conduct a viable legislative campaign responsive to the Association's needs.

✓ Achieved.

• Campaign deemed successful; Funding for HCBS waiver: $37

million for FY 13-14 and $40 million for FY 12-13 APD deficit;

Supported Employment funding & data management system

for APD; Across-the-board 3% rate increase for ADT services;

ICF/DD legislative proviso language; Adults with Disabilities

funding protected; Early Steps Program - $6 million funding.

• Government relations consultants were well prepared and

provided stellar representation.

• Remained member driven.

Published Capitol Breaking News weekly.

Fiscal Year 12-13 Operational Goals

3. To ensure that the Association operates in a financially solvent manner.

✓ Achieved.

• The audit report for FY 12-13 verified the Association’s finances are in good shape and are well accounted for; the annual audit provided only minor suggestions for improvement.

With renewal of Asset Management contracts and increases in products sales, revenues are exceeding the original budget plan.

Membership totals 69 members (regular, corporate, professional). Dues revenues are above plan and membership has remained stable. One new member was added in July.

The Florida ARF Finance Committee meets regularly (usually quarterly) to review financial statements.

The Association is operating under budget and should end the year in a strong financial position.

Fiscal Year 12-13 Operational Goals

4. To plan, direct, and manage the operations of the Association in a professional manner.

✓ Achieved.

The Association is staffed by professionals committed to the mission. Finance and Accounting functions are excellent; contract monitoring operates efficiently; strong IT Human Resources Support exit and Member Services are good.

The Association contracts with a corporate attorney to ensure appropriate decision-making and contract reviews.

Part-time Medicaid Specialist is responsive to membership needs. The Member Services Manager was upgraded to Member Services Director and is assuming more duties.

October 2013, new RESPECT website and catalog will be launched and will improve the Commodities/Products line.

Fiscal Year 12-13 Operational Goals

5. To provide at least one successful deliverable member benefit to the following membership forums: ICF/DD, Community Supports, Employment, Infant, Children, and Youth, and RESPECT of Florida.

✓ Achieved.

ICF/DDs – Tracked vacancies; maintained QAF; Resolved rate challenges; Obtained favorable proviso language.

Community Supports – Enhanced waiver funding $70 million; ADT 3% increase;

iBudget refinements; communicated industry position on residential habilitation,

ADT, behavior services, and other services.

• Employment – Hosted 6 Affinity calls; Promoted OJT pilot and other VR models

that resulted in revenues for member agencies; Held quarterly meetings with VR;

Provided EOP training & offered stipends to RESPECT Employment Centers.

Infant, Children and Youth – Tracked and responded therapy changes, tracked

children in nursing homes; Supported Early Steps $6 million additional funding.

This forum was moved under the Community Supports Forum.

• RESPECT of Florida – Enhanced staffing, Renewed significant service

contracts; Increased sales; Amended several procedural guidelines.

Fiscal Year 12-13 Operational Goals

6. To develop new programs providing opportunity for growth and profitability potential.

✓ Achieved.

Renegotiated DOT asset maintenance contracts. Developed new RESPECT product lines.

Resolved rate cuts for member agencies.

Increased ADT rates 3%.

Provided monthly grant opportunity announcements.

Enhanced HCBS Waiver funding $70 million.

Reduced proposed administrative requirements in rules.

Referred members for program development opportunities.

Provided trouble shooting services regarding provider billings.