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Funded by a grant from the NYS Developmental Disabilities Planning Council

NYSACRA SHARED LIVING INITIATIVE Annual Meeting Update April 18, 2012. Funded by a grant from the NYS Developmental Disabilities Planning Council. Welcome and Opening Remarks. Why Shared L. The NYSACRA Shared Living Initiative We thank our colleagues and partners

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Funded by a grant from the NYS Developmental Disabilities Planning Council

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  1. NYSACRA SHARED LIVING INITIATIVE Annual Meeting Update April 18, 2012 Funded by a grant from the NYS Developmental Disabilities Planning Council

  2. Welcome and Opening Remarks Why Shared L The NYSACRA Shared Living Initiative We thank our colleagues and partners who have made this possible! The Learning Community of Stakeholders Mentor and Protégé Agencies Policy Workgroup Members Funded by the Developmental Disabilities Planning Council

  3. Panel Discussion Panel Moderator: Francesca Sommer, Director of Special Projects, NYSACRA Panelists: • Chris Liuzzo, Associate Executive Director, Arc of Rensselaer County • Sandy VanEck, Director of Innovation and Design, Arc of Rensselaer County • Adam Pekor, Esq., Kelley, Drye & Warren, LLP • Tom Harmon, Grant Consultant, NYSACRA

  4. Welcome and Opening Remarks Why Shared Living? NYSACRA’s history and involvement in Shared Living The Future-New Opportunities 1115 Waiver Implementation and Shared Living

  5. What Is Shared Living? Lessons LearnedSome Approaches….. 2009 NYSACRA Report to DDPC “Creating Innovative Living Options for Persons with Developmental Disabilities: It’s Not About A Model; It’s About An Approach.” Some Approaches in New York State: • Paid Neighbor • Live-In Staff • Housemate • Life Sharer

  6. What Is Shared Living? Lessons LearnedBarriers and Challenges….. Lack of Information Lack of Tools Funding Questions Finding A Life Sharer Wage and Hour Considerations Medication Administration 2009 NYSACRA Report to DDPC

  7. What Is Shared Living? Lessons LearnedPrinciples of Shared/Supported Living… • Individualization • “Everyone is Ready” • Future Planning-Person-Centered • Use Of Connections • Flexible Supports • Combining Natural Supports, Learning &Technology • Ownership and Control

  8. 2011-12 Grant Overview Grant Background and Objectives How The Grant Is Structured Key Activities and Components

  9. Shared Living Goals and Objectives • Establish a formal Statewide Learning Community for Shared Living of stakeholders including individuals with developmental disabilities, family members, service provider organizations and national and state policy makers. • Research how other states are successfully addressing shared living implementation. • Identify “promising practice” approaches in New York and other states. • Establish mentoring relationships where experienced agencies will act as mentors to eight provider agencies that want to learn how to implement effective shared living practices. • Collect information from the mentoring experiences and shared living arrangements that result from the project . • Formulate recommendations for NYS legislative, legal, regulatory, policy and education/training reforms necessary to actualize the principles of shared or supported living.

  10. Program Components The Learning Community The Policy Workgroups The Mentorship Program

  11. Program Components • Mentorship • Program • NYSACRA • Shared Living Initiative • The Learning Community • The Learning Community and Workgroups Policy Workgroups

  12. Mentorship Program • Mentor • Individualized Shared Living • Mentor • Considerations and Promising Practices • Lead Mentor • Agency Protégé Agencies • Mentor • Housing and Finance • Mentor • Legal Issues • Program Evaluation • NYSACRA • Mentor • Housing and Finance p P P P P P P P

  13. The Mentorship Program The Mentorship Program was developed to provide “learning opportunities” for agencies wanting to be able to develop shared living options for those they support. Mentor Agencies Six Agencies with experience in various aspects of shared living Protégé Agencies Eight Agencies that applied and were selected to participate in the Shared Living Mentorship Program

  14. Mentorship ProgramMentor Agencies • Community Services for the Developmentally Disabled • Jobpath, Inc. • Neighbours, Inc. • Onondaga Community Living, Inc. • The Arc of Rensselaer County • Westchester Institute for Human Development

  15. Mentorship ProgramProtégé Agencies • Block Institute • Franziska Racker Centers • FREE (Family Residences and Essential Enterprises, Inc.) • The Arc of Monroe County • Occupations, Inc./Orange County Rehabilitation Center • The Arc of Steuben • Ulster-Greene ARC • Wildwood Programs

  16. Mentorship Program Mentorship Program Components Learning Opportunity Sessions Site Visits Learning Tools Curriculum Development Learning Modules Participant Work Participant Evaluations

  17. Mentorship Program Role and Responsibilities of Mentors and Protégé Agencies Participation Agreement-Mentors-Protégés-NYSACRA Learning Opportunity Sessions Method and Participation Reading and Other Assignments Evaluation

  18. Learning Modules • Individualized Shared Living • Mentors-Pat Fratangelo and Patti Scott  • Operational and Organizational Strategies and Promising Practices • Mentors-Sandy Van Eck and Fredda Rosen • Legal Considerations and Issues • Mentor-Chris Liuzzo • Housing and Finance • Mentors-Kimberly Palermo and John Maltby

  19. Learning ToolsMentorship Learning Modules Workbook and Evaluation Mentorship Learning MOdulesTable of contents • Introduction • Module 1: The Shared Living Grant and Mentoring Process • Module 2: What is Shared Living? • Module 3: Individualized Shared Living • Module 4: Organizational Considerations and Promising Practices • Module 5: Legal Issues • Module 6: Methods People Have Used to Fund Shared Living • Resources

  20. Module 2. What is Shared Living? • What We Asked • What They Said

  21. What is Shared Living?What We Asked…….. What is Shared Living To Your Agency and To Those You Support? What Are the Principles of Shared Living? What Are Some of the Defining Characteristics of Shared Living? How do the principles and characteristics of shared living differ from traditional residential services? Whom do you presently have in mind in your agency that you can support in shared living?

  22. What is Shared Living?What They Said……… • “It’s about people having a life built around what the person wants. Control over their money, their staff, their life.” • “Organizations need to be creative in doing the above. “It’s not a program – we have 47 people living shared Living, we don’t have 47 programs.” “Matching is critically important to support people in the community.” “It’s about help people be in their community.”

  23. What Is Shared Living?What They Said…… “Families are concerned about safety, security, stability for loved ones. Historically, safety, security, stability have been found in “programs” – Shared living is about building safety, security, stability through “relationships.” “Agencies make rules for the masses. Something wrong happens to an individual, a new policy comes out applying to everyone. Shared living is about building safety/rules around the individual.” “Person-centered planning is critical. But it is not easy and takes time. This means the person’s circle of support needs to truly hear what the person wants and needs. And to get everyone involved to have an shared understanding of those needs and wishes.”

  24. What Is Shared Living?What They Said…… “Once you have consensus, you have “ownership.” Once you have ownership, everyone has a part/stake in the plan.” “Shared living involves culture change on the part of agencies…evolving from a brick & mortar mentality.” “Culture shift in an agency takes time. It starts with a single individual.”

  25. Workgroup • Considerations and Promising Practices The Learning Community andPolicy Workgroups • Workgroup • IndividualizedShared Living • THE LEARNING COMMUNITY • Workgroup • Legal Issues • Workgroup • Housing and Finance

  26. The Role of the Learning Community • The “Learning Community” is a broad group of stakeholders including families, national and state policy experts, agencies, individuals. • The Learning Community is the “umbrella” of advisors to the Policy Workgroups and the sounding board for recommendations.

  27. Policy Workgroup Descriptions Individualizing Shared Living Workgroup • Explore and collect information on promising practices that promote person-centered approaches. • Identify education/training in key areas including: person centered planning; circles of support; the role of staff, natural families, volunteers and communities; dealing with behavioral, health or disability-related needs; finding a roommate; and conflict resolution. • Develop recommendations for training, funding, state initiatives related to person-centered practices.

  28. Policy Workgroup Descriptions Operational-Organizational Considerations and Promising Practices Workgroup • Gather information on barriers others have encountered in establishing Shared Living experiences as they relate to operational/organizational issues. • Explore how these barriers have been overcome by Shared Living providers/sponsors and develop a menu of best practices. • Identify issues in need of legislative, regulatory or other reform in New York State including: ensuring safety and protection, medication management; protection of individuals’ finances; balancing the need for oversight/quality assurance in Shared Living against unnecessary intrusion in people’s lives.

  29. Policy Workgroup Descriptions Housing and Finance • Identify different Shared Living arrangements in operation in New York and other states, describe their funding underpinnings as well as their costs relative to other, more traditional residential options. • Explore housing options currently available, make recommendations regarding the development of new housing options, or reinvestment and/or conversion of existing housing stock. • Examine current federal and state incentives such as tax credits, federal programs like HUD, HCR, among others and their potential applicability to shared living situations. • Make recommendations regarding state policies which impact on housing availability, housing subsidies, etc.

  30. Policy Workgroup Descriptions Legal Issues Workgroup • Explore legal issues relating to Shared Living, including state and federal regulatory and legal obstacles others have faced and sound legal practices. • Examine key issues, such as medication administration and the Nurse Practice Act; IRS and DOL laws on hour and wage issues as they relate to providing staff in Shared Living arrangements; contractual arrangements with staff; property/housing issues relating to ownership and leasing and related contractual issues.

  31. For Audience Discussion Questions on Shared Living • Families want their loved ones to be safe, secure and to have stability – outcomes theoretically promised by State-certified, agency-staffed housing arrangements. How are these outcomes attained or guaranteed in a Shared Living environment? • Shared Living sounds good, for some people. When is someone ready for Shared Living? How do you know?

  32. For Audience Discussion • Shared Living seems to be rooted to a large degree in natural relationships between individuals and their family, friends and members of the community. How does one ensure the quality of those relationships? What if something goes wrong? • Shared Living relies on supports built on the individual’s needs and desires. But those change from time to time. How does one keep on top of those changing needs and desires to ensure appropriate supports? • The flexibility of Shared Living seems so counter to our current “brick and mortar” approach to service delivery. How does one change the culture of a service agency or the system as a whole to embrace this type of approach?

  33. THANK -YOU FOR PARTICIPATING IN OUR SESSION! • NYSACRA Contacts • Ann M. Hardiman, Executive Director • annh@nysacra.org • Francesca Sommer, Director of Special Projects • frans@nysacra.org • Tom Harmon, Shared Living Grant Consultant • tomh@nysacra.org www.nysacra.org Info Center Individualized Supports

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