Service Planning and Service Budgets in MHSA Housing Projects

1. Service Planning and Service Budgets in MHSA Housing Projects Corporation for Supportive HousingMarch 11, 2008 www.csh.org

2. Overview of the Day • Products • Supportive Services Plan/Assessment • Supportive Services Budget • Invited Experts

3. Service Planning

4. Goal of Service Planning • A key goal of the supportive services planning process is to determine what services will be provided and by what entity • Ideally, provider will offer, either directly or through partnerships, dedicated staff to serve the residents of the housing while leveraging community resources where appropriate and available. 

5. Services in Housing

6. Services in Supportive Housing • Services critical in achieving residential stability and maximizing independence: • Assistance with budgeting, paying rent • Access to employment • Tenant involvement • Medication monitoring and management • Daily living skills training or assistance • Medical and health services

7. Services in Supportive Housing • Services critical in achieving residential stability and maximizing independence: • Counseling and support in achieving self-identified goals. • Assistance in meeting lease obligations and complying with house rules • Referrals to other services or programs • Conflict-resolution training

8. Services Program Standards • Service Program Design • Provider / Tenant Relations • Community Linkages • Property Management / Social Services Relationship • Crisis Prevention / Safety and Security • Crisis and Emergency Protocols • Recording and Reporting

9. Service Planning

10. What’s in a Service Plan? • Introduction to Project • Target Population • Service Needs • Services Program • Overview, Partners and Roles, Staffing, Outcomes • Budget and Staffing Plan ***Sample Service Plan provided in materials

11. Timeline • When do you start serving planning? • You’ve already started! We did it first with the project concept, continue planning for services throughout the dev process • Service planning could have impact on different budgets, building design, partnerships, funding applications…

12. Service Planning • What factors drive decisions in service planning?

13. Key Factors • Great deal of variation in the how, what, where, why and how of services provision from project to project • Factors that drive decisions about service planning: • Target Population • Size of Project • Housing Model • Proximity to other services utilized by tenants • Organizational infrastructure and capacity • Funder requirements • Budget • Organizational mission

14. Essential Questions • What service goals do we want to achieve? • What is our service philosophy? What are the guiding beliefs? Guiding Values? • What’s our approach to service delivery? • What are the conditions for occupancy? • What services are critical for clients to achieve stability and maximum independence? • What can we provide onsite? What will we provide through linkages/partnerships?

15. Involving Tenants • What are the benefits of involving the tenants in making decisions about the supportive services plan? • What are some of the costs or challenges associated with involving tenants?

16. Involving Tenants • What are the strategies you can use to obtain tenant input as you design the services plan? • What are some of the strategies you can use to involve tenants in decision-making after they have moved in?

17. Available Tools • Service Planning Tools • Service Planning Worksheet • Sample Consulting Agreement for Supportive Service Planning

18. Service Planning Assessment Exercise

19. Exercise • Copies of exercise being handed out • Work on exercise for about 20 minutes; report out to group

20. Break

21. Budgeting for Supportive Services

22. Budgeting Overview • No set formula for design and funding – depends on details of the service plan • What is part of a service budget? • What will impact your services budget?

23. Budgeting Basics • The service plan will inform the service budget • Plan reflects goals of housing and includes your budget assumptions: • What % of tenants will access services over time? • What type of services will clients want? • What services will clients use? Will needs change over time? Can the plan meet those changes? Can the budget? • What’s our tenant to staff ratio? Is it reasonable in terms of service provision? In terms of cost? • What services will be onsite vs. in the community? • What client service costs do we include – transportation?

24. The Services Budget • Service Budget separate from housing operations budget for the project • Some funding sources will require clear separation of these budgets • Projected expenses should match projected revenues

25. Budget Components • 2 major budget components • Staffing and Service activities • Personnel – Majority of Budget • Direct staff including program directors, case managers, nurses, and supervisory staff • Employee benefits and salaries should be included in budget

26. Budget Components (cont) • Other expenses • Consultant/contractual services • Social/client services • Transportation • Staff training • Supplies & materials for services • General office supplies and support ***sample budget in packet

27. Things that Don’t Belong • What is a service cost vs. an operations cost? • Only include costs related to the provision of supportive services in service budget • Operating/prop mgt should be in the operating budget (front desk staff, utilities, maintenance, etc)

28. The Reality Check… • How does our proposed service plan impact other budgets? • Need more office space or recreational space? Outdoor gathering spot? Computer center with networks? Etc. • Is it still feasible? • What are the priorities/essential elements in the service plan? • What might be possible through partnerships or unrestricted dollars?

29. Budget – Project work • Solidify the service plan and continue to work on budget (refer to milestone sheet for timeframes) • Time to work on budgets in the afternoon

30. Budgeting Exercise • Congrats! You’ve been awarded $60,000/yr for 3 yrs • 15 unit SRO supportive housing dev with front desk, 1 common area, 1 office • Desired target population: Singles, serious mental illness, chronic homeless • 30% of tenants work at least part-time • Services are voluntary; only entry requirements is that tenant meets homeless definition and any HUD income requirements imposed by operating source • What are your budget assumptions? • How will you budget these funds? • What is possible w/funding? What’s not possible? • Do you need additional $$? Where do you apply?

31. Lunch

32. Identifying Funding Sources for Supportive Services

33. I’ve Got a Plan… • Plan to services – check • Budget for services – check • But where’s the money? • Federal • State • Local • Private

34. How Services Resources Flow • Funding generally for: • Delivery of particular services • Utilization of particular service strategy • Addressing needs of particular population

35. Federal Service Funding • Significant portion of funding for services • Some funding directly apply to feds • Continuum of Care (through local process) • Special request for proposals • Majority of funding flow to local level • Alphabet Soup - TANF, Medicaid, SAMHSA, ED, VA, DOL, SSA • Departments of Health & Human Services, Social Services, Education/Training, Employment, Workforce Investment Board, Schools

36. Federal Sources to Consider • HUD - McKinney Vento Programs • Through Continuum of Care • Typically limited % and part of larger request • Flexible funding • HUD - HOPWA Program • National: Part of housing request • Local: Depends on local criteria – may be good source for HIV impacted client services

37. Federal Sources to Consider • HUD - CDBG Funding • Block grant to local jurisdictions • Check Con Plan to see what area spends its $ on • Flexible dollars for services • HHS – Health Related Funding • Ryan White service dollars go through local planning council – services for HIV+ • Advocacy for line item to fund services in supportive housing • Dollars distributed to local/state agencies

38. Federal Sources to Consider • Special RFPs • Programs through Dept of Agriculture, Education, Labor, Justice, Veterans Affairs, Social Security Admin. and Youth Related Programs • Not frequent; often narrow population focus

39. State Resources • MHSA Funding may be an important source of service dollars, especially if you are housing FSP clients. • GHI, other sources (list) • Dollars may be available through other state agencies depending on your population

40. Local Resources • CDBG • Check how CDBG dollars are distributed in your locality (Consolidated Plan) • General funds • Some localities have general revenue funding available for homeless services • Typically RFP process to apply

41. Private Funding • Foundation Dollars • Explore both local and national foundations • Usually targeted to specific activities, population, or geography • Other Private Funding • Grants through banks or corporations • Private philanthropy/fundraising

42. Funding Outlook • Dollars are competitive and limited • Parameters vary by funder • Required CM ratios, licensing, eligible activities, reporting requirements • Advocacy for additional dollars

43. Project Work

44. Day 6: Project Work • Supportive Services Plan • Supportive Services Budget

45. Wrap-Up and Evaluation

46. Day 6: Wrap-Up and Evaluation • Session Feedback • What was most useful to you today? • What would you suggest we change? • Written Evaluations

47. Thanks!Don’t forget to submit your evaluation for today!