Supervisor’s Core: Fiscal Essentials

1. Supervisor’s Core:Fiscal Essentials Version 2.0 July 2009

2. Maximized revenue = Maximized services Supervisors and Funding

3. What supervisors should know about Funding Allocations Time Studies How to explain Child Welfare Financing to staff Learning Objectives

4. Key Terms Entitlement Capped Uncapped Cost share ratio Draw down Overmatch Child Welfare Funding Overview

5. Federal Sources Title IV-B Title IV-E TANF Title XIX Title XX State Sources Local Funding Funding Streams

6. State administered, county run program High rate of local “over-match” spending Over $1 billion local dollars spent in 2004 41% of all CWS local spending in the US California Spending

7. Monitor court and caseload timelines Monitor Time Studies Monitor data entry Motivate and train staff Supervisor as Fiscal Point Person

8. Title IV-B Title IV-E Title XIX Title XX TANF Federal Funding

9. Per AB 1331, foster youth over age 16.5 must be screened Provides financial assistance for people with a disability Requires no state match Doesn’t affect IV-E SSI

10. Federal funds cover 50% to 85% of the total spending Of the remaining costs, State – 70% Local – 30% Funding Percentages in California

11. Foster Care Placement Foster Care Administration Foster Care Training Adoptive Placement Adoption Administration Adoption Training Adoption Expenses ILP Training Title IV-E

12. State allocates General Fund dollars to counties Counties add their share Counties may add additional “overmatch” money (public or private) Total used to calculate federal draw down California Matching Funding

13. Uncapped entitlement Significant county cost savings Eligibility determination requires due diligence IV-E Eligibility

14. Initial Determination Court Findings Voluntary Placement Agreements Ongoing Eligibility Placement Requirements Need IV-E Eligibility Criteria

15. AFCARS – Adoption and Foster Care Analysis and Reporting System Pulled from CWS/CMS data Federal IV-E Review

16. Reimburses for time spent on Referrals to services Court preparation and participation Placement Case planning Supervisory duties Eligibility Determination Foster Care Administrative Costs

17. Uncapped entitlement Reimburses costs related to Placement Administration Training Title IV-E Recap

18. Capped annual allotment Flexibility in spending for prevention and other services Title IV-E Waiver

19. Capped allocation Funds services 75% reimbursement rate Title IV-B

20. Counseling Parent Training Substance Abuse Testing Respite Transportation Title IV-B Services

21. ER FM FR PP IV-B Target Population

22. Federal Medicaid funding Uncapped entitlement Funds services 50% to 75% reimbursement rate Title XIX

23. 75% for licensed skilled medical personnel (Public Health Nurse) 50% for social worker time spent on health related activities Underutilized in time studies Title XIX Cost Share

24. Medical and developmental screening Medical treatment Mental health treatment Substance abuse treatment Title XIX Services

25. Capped entitlement Funds child abuse prevention Used to offset general fund expenses in CA Title XX – Social Services Block Grant

26. Federally funded uncapped entitlement 15% county cost share Funds placement and services for eligible children TANF Emergency Assistance (EA)

27. Eligibility criteria Removed from or living with qualifying family member Under age 19 US citizen Emergency circumstances Need No use of funds in prior 12 months TANF Emergency Assistance (EA)

28. State administration of federal funds to county agencies Methodology negotiated over several years State Allocation

29. County expenses reported to the state Information gathered from Time studies IV-E eligibility CWS/CMS County Expense Claim (CEC)

30. Quarterly accounting of staff time Used to calculate federal IV-E reimbursement Role of the Time Study

31. Proposed County Administration Budget (PCAB) Premises Full Time Equivalent employees Emergency Shelter County Direct Costs Additional Allocation Factors

32. Average salary and benefit costs from 2002 FTEs justified by CWS/CMS cases Supervisors justified by social workers County direct costs Emergency shelter Additional premises Final Allocation

33. Title IV-E Title IV-B Title XIX Title XX TANF (EA) State general funds CWS/CMS Augmentation Funds Allocated

34. Find the following items: Net CWS Planning Allocation Amount Allocation Methodology for EA TANF Justified FTEs Allocation Methodology for Title XX Program Code for Relative/Non-Relative Home Approval Total CWS/CMS Augmentation Amount Allocation Letter

35. Used to calculate federal reimbursement for the county Primary method of supervisor fiscal influence Time Studies

36. New instructions issued each quarter Lists changes Provides Program Code Description effective dates Should be regularly reviewed with staff Time Study Instructions

37. Find codes CWS-HR 1441-1444 Describe what activities could be time studied to this code Program Codes

38. Include as standing agenda item at unit meetings Review changes with staff Review time studies submitted by staff Supervisor’s Role

39. Define group roles Review scenarios Formulate responses Report out Application – Case Supervision Scenarios

40. Define group roles Select program code Develop presentation Report out Application – Unit Meeting

41. Taking it Home