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Item C BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: March 18. 2004 Bulk Item: Yes ~ No 0 Division: Manaqement Services Department: Administrative Services AGENDA ITEM WORDING: Discussion of human service orqanization fundinq and direction to the Human Services Advisory Board for fiscal year 2005. ITEM BACKGROUND: The Human Services Advisory Board has requested direction from the Commission reqardinq total fundinq and priorities for fiscal year 2005 human service orqanization fundinq. Three-year fundinQ history and fundinq cateQory definitions are attached. PREVIOUS RELEVANT BOCC ACTION: none CONTRACT/AGREEMENT CHANGES: n/a STAFF RECOMMENDATION: n/a TOTAL COST: FY04: $1.304.950.00 BUDGETED: Yes D No ~ COST TO COUNTY: FY04: 1.304.950.00 SOURCE OF FUNDS: n/a REVENUE PRODUCING: Yes D No ~ AMOUNT PER MONTH YEAR APPROVED BY: COUNTY A TTY D OMS/PURCHASING D RISK MANAGEMENT 0 c;igN/A. () Pift~ ,.. Sheila A. 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N Q) o C C Q) 0 0:;:::::; :> cu Q) o .... :;:::::; 0 rn Q) ~Q)n:: .2 E ..c co- Q) 0 ::J en !j!. o rn en Q) .8~ en Q) zE IoQ) Q..tC .....J CU ._ "_ 0 cu 0 Q) Q) COCOCO()OII ~ o tJ) Q) - IV () II) Q) (.) .~ Q) en Q) '- o () C o :;:::::; CU ~ '0 Q) 0 ~~.o (/)-:;~ 05:;:::::;rn --~-.:: ~E(9 ~<(-c "0 Q) C .... .~ CU (ijCOQ..rn - o I- 0000 0000 oo~ati o ('I) ~- tDU; ~('I) -q - ~ o C) Q) - Ia () ~ -I - o >. :!::: IV :;, o IV IV - - o 0 1-1- MEDICAL SERVICES This group is designed to accommodate organizations that provide primary and secondary medical services, dental services, and mental and behavioral health services. Services to Include Physical, mental and behavioral care services including but not limited to substance abuse and direct and indirect primary and secondary medical and dental care for the economically and mentally disadvantaged. Criteria 1. 501(c)(3) designation as a registered non-profit organization with the IRS. 2. Annual unqualified audit for organizations that expend over $300,000. 3. Non-duplication of services and should contribute to and coordinate with the overall continuum of services network. 4. Have requirements to obtain local match funds from their state, federal funding, private sources, and/or a requirement to maintain a sustainability plan, including demonstrated successful fundraising history. 5. Licensed by appropriate state and/or federal agency to provide the required services. Weiaht 6. Be considered a traditional basic "core" service historically supported by local governments and requiring a significant amount of local and other funding. 7. Requires recurring funds at the local level in addition to other funding sources. 8. Description of services funded that relate to Medical Services. 9. Consideration should be given to organizations with a demonstrated history of having a "waiting" list or demonstrated need. CORE SOCIAL SERVICES RELATED TO SAFETY AND SECURITY SERVICES This group is designed to accommodate organizations that provide non-medical, but otherwise basic. essential human needs services to the disadvantaged. Services to Include );> Services for the homeless and near homeless. who are abandoned or removed from the home because of violence, legal issues or family dysfunction, or are in need of food. clothing or housing. );> Emergency disaster relief including but not limited to rescue and temporary shelter. );> Services for adult and child daycare. health and hygiene services. );> End-of-Iife support for the disadvantaged of any age. Criteria 1. Documented 501(c)(3) non-profit organization by the IRS. 2. Annual unqualified audit for organizations that expend over $300,000. 3. Non-duplication of services and should contribute to and coordinate with the overall continuum of service network. 4. Have requirements to obtain local match funds from their state, federal funding or private sources and/or requirement to maintain a sustainability plan. including demonstrated successful fundraising history. 5. Licensed by the appropriate state and/or federal agency to perform the services provided. Weiaht 6. Requires recurring funds at the local level in addition to other funding sources. 7. Consideration should be given to organizations with a demonstrated history of having a "waiting" list or demonstrated need. 8. Consideration should be given first to organizations providing countywide services and/or completing the existing network of like services. 9. Description of services funded that relate to the Core Social Services. QUALITY OF LIFE IMPROVEMENT SERVICES This group is designed to accommodate organizations that provide services created to improve the quality of life for any individual or community. Service to Include ~ Educational, preventative and other services including recreational and cultural services. ~ Information, referral, educational, training and guidance services. Criteria WeiQht 1. Documented 501(c)(3) non-profit organization by the IRS or 2. Annual or financial statement or a business plan for organizations that expend over $300,000. 3. Non-duplication of services and should contribute to and coordinate with the overall continuum of service network. 4. Description of services funded that relates to quality of life improvement services. NOTE: It should be further noted that priority will be given to proposals which: 1. Target the working poor and financially-vulnerable citizens, racial and ethnic minority citizens and/or citizen groups with demonstrated, unmet needs. 2. Provide services, which have a demonstrated effect on: reducing other costly medical, social, judicial and/or other services (prevention) and/or supplementing current effective services (augmentation). MEMORANDUM March 17,2004 FROM: MONROE COUNTY HUMAN SERVICES ADVISORY BOARD Kirk Bondurant, Chair, appointed by Commissioner Dixie Spehar, District 1 David Paul Horan, Secretary, appointed by Commissioner George Neugent, District 2 Alexsandra Leto, appointed by Commissioner Charles McCoy, District 3 Sylvia Murphy, Vice-Chair, appointed by Mayor Pro Tem David Rice, District 4 Todd Firm, appointed by Mayor Murray Nelson, District 5 TO: Board of County Commissioners Re: Human Services Advisory Board Funding The funding process for the Monroe County Human Service organizations for fiscal year 2004 was very difficult. Due to anticipated state funding cutbacks to a number of our local human service organizations, the Human Services Advisory Board (HSAB) requested that the County Commission consider an additional $335,000.00 in funding. As you know, this request was denied at the April 2003 County Commission meeting. Under the HSAB funding process, applications from all of the Monroe County human service organizations were to be submitted on or before June 20th, 2003, with none accepted after that date. During the application process, two of our human service organizations contacted various Commissioners requesting "direct" funding by the Commission. In response to these requests, the Commission tentatively awarded these two organizations a total of $240,000.00 in additional funding. Eventually, in July 2003, these two requests, along with a third unfunded request and the $240,000.00, were turned over to the HSAB on July 25th, 2003. When HSAB staff received the three (3) requests and the additional $240,000.00, they contacted the three (3) organizations and requested a "formal request" for the additional funding or, that the organizations amend their application that had been submitted prior to June 20th, 2003. The HSAB meeting to consider funding recommendations had already been set for July 30th, three (3) working days after the three (3) requests and the additional $240,000.00 had been turned over the HSAB. The problem that occurred is that all the applicants, the HSAB staff and members had almost no time to carefully consider these additional funding requests. The greatest problem encountered by the HSAB was that all of the Monroe County human service organizations that had limited their requests to an amount equal to the last fiscal year funding were prejudiced by not having the opportunity to go directly to the Commission and request additional funds. All of the Monroe County human service organizations that had adhered to the HSAB funding requirements received a "clear message" ~ from the Commission due to the Commission's allocation in April 2003 of the additional $240,000.00 in funds. All of these organizations, except the three (3) that went directly to the Commission, were again penalized 1.1% of the HSAB recommended amounts at the August 20th, 2003 County Commission meeting. The Commission increased funding for Caring Friends for Seniors and Big Pine Athletic Association by cutting the funding from all of the other Human Service Organizations. The HSAB respectfully requests direction from the Commission regarding the total amount of funding available for allocation for fiscal year 2005. We anticipate that our applicants will face a dilemma very similar to that of last year and that cutbacks at the state and federal level are expected. We would ask that the Commission consider an increase of $250,000.00 in additional funds. We would also like to know if the Commission would like to alter, either permanently or temporarily, the percentage guidelines that they have provided to the HSAB for funding each "category" of service. If we can receive this direction from the Commission early in our budget process, it would make the 2005 fiscal year funding process more efficient for all concerned.