orientationdd pp 2021 - RIC | RIC

2021 BI Annual DD Employment & Day Activity Survey

DRAFT 1

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Have Printed Documents

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MuteVideo On

Ask questions in Chat or aloud/unmute

Please Limit Distractionscomputer/ phone

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DRAFT 2

TRENDS2016

N=3170

2019

N= 3151

2020

Pandemic

N=2429

2021

Pandemic

N=2477

SE Services 639 19.3% 1030 31.2% 608 25% 675 27.3%

Individual Employ 401 12.1% 528 16.4% 410 16.9% 408 16.5%

Self Employment 65 2% 26 0.8% 9 .4% 19 .8%

PP Individual Employ 168 5.1%% 122 3.8% 61 2.5% 56 2.3%

PP Group Employ 165 5% 128 4.0% 91 3.7% 67 2.7%

Facility based Work 189 5.7% 7 0.2% 0 !!!!!! 0

CB Non work 2274 68.8% 2545 79.1% 1763 72.6% 1869 75.5%

FB non work 1693 51.2% 1206 37.5% 428 17.6% 395 15.9%

Home based non‐wkHB NW only

495 15.0%113 3.4%

510 15.9%104 3.2%

700 28.8%231 9.5%

816 32.9%175 7.1%

Program for the Elderly NW/ only

56 1.7%206 6.2%

36 1.1%165 5.1%

16 .7%103 4.2%

10 .4%119 4.8%

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DRAFT 3

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EVEN NEW PEOPLE

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DRAFT 4

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PACKET MATERIALS Forthcoming

• Final

• Instructions

• Survey Answer Sheet

• Data Collection Sheet

• Survey Liaison List

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Survey Coordinated by the Conversion Institute of the Sherlock Center in cooperation with BHDDH and the DOJ Court Monitor

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DRAFT 5

SURVEY EVOLUTION From 4 to 2 times per year

Survey adapted to meet the requirements of the DOJ

Consent Decree Data Reporting or Provider

Feedback.

Revised for 2021Court Monitor Reporting

Requirements

Survey Period 2021 Annual

Collection 2wk Period

Data Entry

April‐June May 16 ‐ 29 June 21‐July 16

September ‐November Oct 31‐Nov 13 Nov 17 – Dec 17

Survey Period 2022 Bi Annual

Collection 2wk Period TBD

Data Entry 4 week Period TBD

Spring

Fall

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DRAFT 6

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DRAFT 7

Primary Liaison Responsibility

Wondering: What are you doing that is helping with shared consumers? Other provider? Self Directed?

1. Agency Lead for Survey Completion

2. Contact for Agency Staff & Sherlock Center

3. Determine Method for Data Collection and Data Entry

A. Train Your Staff.

a) Provide and Review Survey Directions

b) Set expectation for accuracy & meet deadlines

B. Quality Control‐

a) review prior to data entry;

b) contact Vicki w/ Job Title OTHER

4. FINISH ON TIME!

Shared Consumers

1. Communicate with other organization and/or SDS

2. Determine A Plan method to share data & deadline.

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DRAFT 8

AZ1234 Consumer Initials &

Unique ID #

Data Collection

Data Entry

Reporting Discrepancies

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NEW ConsumerDURING THE SURVEY QUARTER

Transferred: Decide with original agency who will enter data for this quarter.NEW: Contact Bernice for an Agency code by 10/20 and Vicki after.

Change Form

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2021

Death Moved out of State Declined Services

Transferred to Another Agency Self Directed Services OnlyBHDDH Social Worker

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DRAFT 9

New Consumer

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Anyone Transferred or New at any time in the QuarterIf new contact Bernice for ID; Transfer decide which agency will enter data

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DRAFT 10

•Clarifying Focus of Definitions/Responses

•Questions• Same as Annual

2021

•1 newJobTitles

• General Questions ‐2• More detail Questions

• SES: # of Short and Long term experiences; and Job SearchActivities

• IE: Anyone that had IE in QTR selects category (start/end?) and Only those in 2week period employed complete other questions

• CBNW: Group Size most of the time.

Did the individual participate in employment or day activities in the 3 month period?Select Yes ‐If the person engaged in activity/services remotely or in person for any portion of the 3‐month period.Select NO – if the person was not yet receiving services or not available for services in the 3‐month period.__Yes__ No ‐ Eligible, but NOT YET RECEIVING services__ No ‐ Eligible, but NOT AVAILABLE for services

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DRAFT 11

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DRAFT 12

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DRAFT 13

Supported Employment Services

CHOOSE, GET, KEEP and/or CHANGE

NOTJUST WRITTEN IN IEP

NOTJust in ISP and/or Career Development Plan (CDP)Prevocational/ReadinessDiscovery/Interest Clubs

Hobby Groups

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DRAFT 14

Employer’s Payroll

Panera Bread‐ food preparation worker

Town of NK – Recreation Worker

Miriam Hospital‐Equipment Technician

Buttons And Bows‐Childcare Worker

Not EmploymentBarter Under the Table Work Without $ (volunteering)

Self-employment Self Employed

Self- employment would NOT include a business that is owned or operated by an organization or provider; or an individual’s hobby a chore or a favor that results in receipt of payment.

Consultant/Instructor

Own a Kiosk/Shop

Online Business

Provide a Service (beyond a hobby)

DJ Delivery Artist Digital Photos Animal Caretaker

Micro Business – Eggs Jewelry

NOT Self-Employment- If agency providing paycheck-Favor for a neighbors recycle bin-Picking up cans for pocket $-Occasional payment for a craft or activity

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DRAFT 15

• Provider payroll

• DD provider or organization/business/establishment with mission to employment people with disabilities.

• Paid by provider agency or provider sub‐contactor• NISH/Ability One Contract• Agency owned/operated business• Affirmative BusinessExamples: Store Café Shredding Theater Laundry printing day care service cart etc.

ExamplesLandscaping Crew Window WashingJanitorial Crew Temp WorkersNursery/Flower Shop Navy Base

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•Arts and Leisure •Fitness •Education Training

•Soft skills related to employment and vocational awareness

•ADL skills and/or•Volunteering.

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DRAFT 16

If participated in Services remotely‐ record O hours and also Select Homebased Non‐Work.

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These activities include but are not‐Vocational preparation; ‐Groups / Clubs‐ Psychosocial skills development activities of daily living

limited to one or more:‐ Social Recreation‐ Professional Therapies (e.g. occupational physical and speech therapies).

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These activities include but are not

‐Groups / Clubs‐ Psychosocial skills development activities of daily living‐Maybe vocational component

limited to one or more:

‐ Social Recreation‐ Professional Therapies (e.g. occupational physical and speech therapies).

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DRAFT 17

Continue to report in related Activity Category‐Setting: Virtual

Do include typical homebased services AND Virtual Groups provided by FBNW programs.

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These activities include but are not Limited to one or more:‐Activities of daily living‐Psychosocial skills development ‐Professional Therapies (e.g. occupational physical and speech therapies). ‐ Social Recreation

Activity Category DefinitionProgram for the Elderly Non‐work

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DRAFT 18

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• Supported Employment Services

• Individual Employment

• Self-Employment

• Provider Paid Employment Individual

• Provider Paid Employment Group

• Facility Based Paid Work

• Community Based Non-Work Activity

• DDD Facility Based Non-work Activity

• NON-DDD Facility Based Non-work Activity

• Home-Based Non-Work Activity

• Program for Elderly Non-work Activity

When in DoubtMake your Best Guess

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DRAFT 19

YES

No Eligible but NOT YET RECEIVING services

Eligible but NOT AVAILABLE for services

• Pandemic related• High School/Under 22• Funding Issue/Awaiting• Waiver Determination• New/Pending Services• Systems Capacity Issue

(Lack Staff, Agency waitlist)

• Transferring Agency• Extended

Vacation/Absence

• Declined/ Refused /Suspended Services

• Closed/Discharged/ Terminated services

• Lack of Follow‐thru by Family or Participant

• Health Issues• Hospitalized/Nursing

Home/Hospice/Assisted Living

• Services Provided Out of State

• Solely Community Support funding‐Respite/Home Health Aid/RN services

• Deceased

Survey ID [Initials (LP) & Unique ID (1234)] ‐ ProvidedDate of Birth – Provided (Confirm Correct)

•Living Arrangement – (choose 1)• Own Home (individual has own residence/apt.)

• Family Home/Apt. (Lives with Family)

• Shared Living Arrangement Provider

• Agency Owned/Operated (group home or apt)

• Choose RESIDENIAL PROVIDER (List Appendix D)

• Institution/Nursing Home/Hospital•Homeless/Shelter

• Employment / Day Service Provider select all that apply

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DRAFT 20

End of survey for Elderly Non‐Work Only

1. In which of the following activities did you participate between September 1 - November 30?

Check all that apply, whether you have hours to report or not for the two-week data period of Oct 31 to November 13, 2021.SEE APPENDIX A – ACTIVITY DEFINITIONS

(QTR)

(QTR)

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Refers to receiving information to learn how earnings impact SSI SSDI and Health insurance (Medicaid, Medicare, Sherlock Plan.)

___ No information received___ Provided written materialsSC Overview of WI info;SSA Working While Disabled brochure; Benefit Counseling decision making tool; etc. ___ Attended Work Incentive information sessionRIPIN SC Other___ Accessed Social Security Administration Website

___ Spoke with a Social Security Administration Representativeabout Work Incentives___ Called Ticket to Work Helpline___ Attended an individual counseling session with a CWIC___ Written benefits plan in process by CWIC___ Written benefits Plan received from CWICA CWIC is a Certified Work Incentives Benefits Counselor. See APPENDIX E for a list of CWICs.

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DRAFT 21

(QTR)

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___ Applied/Application pending___ Open Case (new or ongoing)

___ Closed-Success within 3-Month Period___ Closed-Other within 3-Month Period___ None

3. What best describes your status with the Office of Rehabilitation Services (ORS) between September 1 - November 30?

•Survey Data TRACKING SHEET1.Were you referred to or did you start receiving supported employment services between September 1 - November 30? QTR

4.SES Referred / Started:__ Yes, I was referred to/started SES between September 1 -November 30__ No, I was enrolled in SES before September 1, 2021

4a. If yes, who referred you to Supported Employment Services?

SES Referral Source:__ Self / family__ School__ Adult Service Provider__ Office of Rehabilitation Service (ORS)__ BHDDH__ Other: _____________________

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DRAFT 22

(Round to .25 )

• Activity to help plan choose get keep or change job/advancement

(Counseling, PCP mt, Discovery, etc)

• Learning about job: maybe some skill development

• Job Shadow, Job Trial, Internship, etc.

• Job Trial, Situational Assessment, Internship, etc.

Tip: US DOL wage and hour compliance requires a work‐based learning agreement.

• Post Secondary Education or Training

• Activity to support job goal

• Enrolled with Educational Institution or Skills Training Program.

• Taking Classes or Degree Certificate

• Job Search on own/with voc staff

• Job Search on my behalf (voc staff with out consumer)

• Job Coaching/Retention

(NOT TRANSPORTATION)

5. How many HOURS (if any) did you participate in each of the following supported employment activities from Oct 31-Nov 13?Data Tracking Form

6. Setting: Where is Activity Taking Place?

(library etc.)

7. Which of the following Job Search Activiy did you participate in or complete between September 1 ‐November 30? Select all that apply

• Employment focused PCP meeting

• Community Map about businesses in my community

• informational interview, job shadow or tour with an employer

• job trial, situational assessment, or internship with an employer

• Job club/class (job search or job retention related)

• written resume

• visual resume (pictures or video)

• 1 or more jobs online or in‐person

• 1 or more job interview/s with an employer

• None of the above

5 a.Reason No Hours

• Pandemic

• Health Issue

• Vacation

• Lack Supports

• Other

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DRAFT 23

8.How many short‐term vocational experiences (<30 days) did you complete between September 1 ‐November 30?

SES Short‐term vocational experiences:__

9.How many long‐term vocational experiences (>30 days) did you complete between September 1 ‐November 30?

SES Long‐term vocational experiences:__

10.How is Supported Employment Services support typically provided?

SES Method of Support:__ In‐Person Only__ Remote Only__Combination of in‐person and remote__ No supports provided

• REVIEW LIST‐APPENDIX BMissing Job Title – CALL/email Vicki

• Pick 1 job for a service category and report related data.

• Really try and choose from the JOB list provided

• “OTHER” Job Title (try not to use)

Before entering survey CALL /Email Vicki

Look Up Potential Title on www.onetonline.org

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• Pin Setter• ALL Trades‐HelperAssistants

(Painter, welding, masonery)• Automotive Technician‐

Oil,Tire, Helper• Billing Cost and Rate Clerk• Technology Support• Social Media Specialist• Photographer

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DRAFT 24

A. Cart Shagger

B. Bottle Collector

C. Stocks Snacks

D. Clerk/Banking

E. Lunch Orders

F. Personal Shopper

G. Shredder

H. Painters Helper

I. Bus Monitor

J. Sample Server

1. Teller

2. Sales Person all types

3. Bus Monitor or Aide

4. Trades‐ALL

5. Trash/Refuse Recycle Material

6. Office and Administrative support

7. Demonstrators and Product Promoters

8. Bagger and/or Carriage retrieval

9. Vending Machine Box Servicer

10. Delivery – all types

Industry Appendix C

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Primary Company Activity Industry

Veterinarian Hospital or Engineering or Accounting etc.

Professional Scientific and Technical Service

Farming, Greenhouse, Fishing, Falling Trees

Agriculture Forestry Fishing Hunting

Pet Grooming/Care, Parking, Laundry, Religious Advocacy

Other Services

Sales of Merchandise: Auto Sales Big Box store, Boutique

Retail Trade

Day Care, Hospital, Nursing Home, Private Dentist/Doctor, Human Service Agency

Healthcare & Social Assistance

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DRAFT 25

Industry Appendix C

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Job/ Company Industry

Food Prep- RI Hospital; Brookdale Senior living

Health Care & Social Assistance

Food Prep – McDonald’s, Gregg’s,Local Bakery

Accommodation and Food Service

Food Prep – Sweenor’s CandyDave’s prepared foods

Manufacturing

Food Prep- Dave’s Market Retail

Food Prep – Briarwood Farms Agriculture Forestry Fishing Hunting

QTRIndividual

Question Response

11.Did you START a new individualJob betweenSeptember 1 ‐November 30?

IE Started Job:__Yes, I started a new individual job hired onto the employer’s payroll__ No, I did not start a new individual job hired onto the employer’s payroll.

11a.If yes, how was this new job obtained?

IE Job Obtained:__ Hired into existing job__ Hired into customized job (i.e., carved, created)

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DRAFT 26

12.Did you END an individual jobbetween 9/1‐11/30?

IE Ended Job:__Yes, I ended an individual job hired on the employer’s payroll.__ No, I did not end an individual job hired on the employer’s payroll.

12a. If yes, primary reason for the individual job ending?

IE Reason Job Ended: Check one.

__ Hired into a new job__Chose to leave job / not a match__Chose to leave job / pandemic related__ Laid off / Let go from job__ Laid off / pandemic related__ Employer Closed / Relocated__ Lack of available job supports__ Lack of available job supports / pandemic related

__ Lack of transportation to job__Change or loss of benefits ‐financial__ Change or loss of benefits ‐medical__ Individual moved/changed address__ Health issues__Other

12b. If yes, how long were you employed at the individual job that ended?

IE Job Length:__ < 1 month__ 1 month or >< than 3 mos.__ 3 mos. or >< than 6 mos.__ 6 mos. or >< than 12 mos.

__ 1 yr or >< than 2 yrs__ 2 yrs or >< than 5 yrs__ 5 yrs or >< than 10 yrs__ 10 yrs or >

SKIP IF NOT EMPLOYED IN IE JOB between 2 week period.

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14. Employer Type

15. Industry‐Appendix CChoose based on Industry of Company

Frequency of Job CoachingNOT Transportation

17. O

18. Job Support Provided(In Person, Remote, Combination)

All that apply

20. Transportation to workMost of the time

21. Length of Employment

22. Benefits Received

All that apply

23. Hourly Wage

24. Total Hours WorkedRound to nearest QTR hour2 week data collection

24a. Reason for NO Hours

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DRAFT 27

pick 1 jobOther, contact Vicki

Onsite Support‐ pick 128. Job Support Typically ProvidedIn‐person, Remote, Combination29. See block to right30. Estimated income either:

‐ total for 2 week period‐OR 2‐week average for the QTR

31 . Total Hours WorkedRound to nearestQTR hour

31 a. Reason for No Hours

29. support your self‐employed job between September 1 ‐November 30?

SE Resources: all that apply__ None__ Attended self‐employment course or training (e.g., DD Council, SBA class).

__ Received Support from a business association/group (e.g., SCORE, SBA, Social Enterprise Greenhouse, Chamber of Commerce)

__ Approved SSA PASS Plan__ Funding from ORS for self‐employment

__ Other: ___________

. Industry‐Appendix CChoose based on Industry of Company

Business Type

Transportation to workMost of the time

37. On site Support

38. Offsite Support

39. How is Job Support Provided

40. Employer Consultation Type

41. Benefits Offered

42. Hourly Wage (dollars. Cents)

43. Total Hours Worked

Actual Hours nearestQTR hour

43a. Reason No Hours

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DRAFT 28

. Industry‐Appendix C

Choose based on Industry of Company

Business Type pick 1

pick 1

Transportation to workMost of the time

50. On site Support

51. Method of Support

52. Benefits Received

53. Hourly Wage (00.00)

54. Total Hours WorkedActual Hours nearest QTR hour

54b. Reason NO Hours

55.CBNW Hours By Activity:

2 week data collection

Total: Round to QTR Hour

56. Check the response that bests describes how many other people from your day or residential services attended these activities with you.

(Snap shot of group size)

__ Mostly attended on my own

__ Mostly attended with 1 or 2 other people from program

__ Mostly attended with 3 or more people from program

Ex Are people going with small or large groups of people with IDD from their program/services.

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DRAFT 29

57. CBNW Reason NO Hours

59. Method of Support

60. CBNW Length of Participation

60b. Less than 3 Mos referral source

58. CBNW Setting:Select All That Apply

• Public Venue• Store Library Park etc

• Member Based Organization• Enrolled and/or Fee

• YMCA Garden Club Rotary

• School/Training Facility\• Attending for personal enrichment

• Business/Employer

61.FBNW Hours: Total Nearest QTR hr

In person‐ record hours

Virtual groups‐ report 0 hours and report hours under home based.

62. FBNW Reason NO Hours

63b. FBNW

REASON RETURNING

Select one

• Loss/ Change to community based job

• Change in Health

• Change in Behavior

• Agency unable to provide support‐work

• Agency unable to provide support‐ non work

• Lack of transportation

• Variance

• Other

63. FBNW Length of Time with current day providerIf exited/left FBW and returning

indicate length of time since returning.

63a. FBNW Length of time 3months or lessStatus

NEW

Returning

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DRAFT 30

Non‐DDD Facility Based Non‐Work Activity (NDFBNW)

64. Non‐DDD FBNW Hours 2 week data tracking

Total: Round to NearestQTR Hour

67. Non‐DDD Program/Organization Name SEE Appendix F or Other

66. Non‐DDD FBNW Length of Time

65 : Reason For NO Hours

HBNW)Home Based Non‐Work Activity

Survey Contact–change if needed

Prefilled

• Agency Responsible

• Contact person if different with liaison

• Email if different

• Phone if different

68. HBNW Hours2 week data trackingRound to Quarter Hour

Include Virtual Agency groups

69. HBNW Method of Support

In person, Remote, combo

70. Reason No Hours

71. HBNW Length participated

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DRAFT 31

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[email protected]

[email protected]

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DRAFT 32

2. Make edits to Online Individual survey record only.

3. Notify Vicki data is confirmed once your edits are completed.

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Questions Contact:

Vicki Ferrara Sherlock Center on Disabilitiesdesk: 456-8092 or main line: 456- 8072 [email protected]

Back up Contact: [email protected]

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DRAFT 33

Collect Hours?

Y or N Collect hours for CBNW data if clt. goes out to the movies with friend at 7pm?

Y or N Works Saturday nights 10pm to 2 am with no supports?

Y or N Attends Medical Appts. during the week?

Y or N You select a service category if the person is considered enrolled even if they spent no hours in the program

Service Category

• What is the criteria for Supported Employment Services?

• What is the criteria for Self‐Employment?

1. Attends Generations T & W and Job M & F

2. Works out ‐ m t w @ 9am

3. Cooking skills at group home? At Agency?

4. Not available for services during quarter?

5. Job Club at agency facility

6. Interviewing Workshop at netWORKri

7. 40 yo attends agency senior program?

40 yo attends Generations type program?

8. Paid Situational Assessment?

9. Creates Crafts‐ sells monthly at flea Market and on consignment.

10. Once a month your client washes and vacuums the neighbors car and receives $15.oo. ‐What type of employment?

• What’s the purpose of the Survey?

• Responsibilities of the Survey liaison?• Your agency gets a NEW client during the quarterWhat do you do? Transferred or New

• You’re the Agency Data Primary‐Your client gets SDS and services from another agency. What do you do?

• Who do you contact for….• Survey Question/response clarification?• Online data entry issue?

• You need “final” Survey Tools, What do you do?

• When doing “hours” data collection ‐what is the typical time frame? Employment, SE Services, CBNW

• Person discontinues services during the survey period what do you do?

VF3

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Slide 66

VF3 replaceVictoria Ferrara, 4/14/2021


DRAFT 34

Short term hospitalization?

I volunteer at a senior center?

Weekly I play bingo and have lunch at the senior center

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