1. Request for Proposal (RFP) Information Sessions for Family Caregiver Support Program & Community Living Connections – Aging & Disability Resource Network February 3 and 11, 2015 John Okamoto, Interim Director | Ed Murray, Mayor | Hyeok Kim, Deputy Mayor | Kate Joncas, Deputy Mayor

2. Summary Introductions Review Timeline Investment Areas & Funding Source Area Agency on Aging HSD’s Outcomes Framework: Results-Based Accountability Agency Eligibility Submission Deadline & Related Processes Overview of Family Caregiver Support Program RFP Overview of Community Living Connections – Aging and Disability Resource Network RFP Response Tips Coordinator/Presenter: Angela Miyamoto 2

3. Timeline Funding Opportunity AnnouncementMonday, January 26, 2015  HSD Funding Opportunities Web Page http://www.seattle.gov/humanservices/funding/http://www.seattle.gov/humanservices/funding/  Seattle Daily Journal of Commerce  HSD Blog website/Life Lines newsletter Information SessionsFebruary 3 and 11, 2015 Deadline for Final QuestionsFCSP: Tuesday, February 24, 2015, 12:00 p.m. CLC-ADRN: Tuesday, March 3, 2015, 12:00 p.m. Application Deadline FCSP: Wednesday, March 11, 2015, 12:00 p.m. CLC-ADRN: Wednesday, March 18, 2015, 12:00 p.m. Review & Rating ProcessMarch - April, 2015 Agency NotificationApril 30, 2015 Appeal Deadline (10 business days)May 14, 2015 Contract Start DateJuly 1, 2015 3

4. Investment Area and Funding Source These RFPs are open and competitive funding processes. Approximately $1,652,162 is available through the State Family Caregiver and Older American’s Act for Family Caregiver Support Program services. Approximately $2,344,929 is available through the Senior Citizens Service Act, Older American’s Act, Title XIX and Seattle General Fund for Community Living Connections – Aging and Disability Resource Network services. Funding awards will be made for the period of July 1, 2015 – June 30, 2016 Continued investment after the initial contract period will be contingent on successful performance and funding availability. 4

5. Area Agency on Aging 13 AAAs in Washington State Sponsored by the City of Seattle, United Way and King County Administered by the City of Seattle Human Services Department, serves all of King County 5

6. HSD’s Outcomes Framework: Results-Based Accountability HSD has developed a strategy for results-based accountability and addressing disparities to ensure that the most critical human service needs are met by: – Defining the desired results for the department’s investments; – Aligning the department’s resources to the desired results; and – Monitoring the result progress to ensure return on investment. 6

7. HSD’s Outcomes Framework: Results-Based Accountability The following service division goals and the results that would indicate success have been established based on identified community values. 7 HSD Service DivisionGoalResults Youth and Family Empowerment Children and youth are prepared for school and life  Children and youth achieve academic success  Children and youth are healthy (physical, social, emotional)  Youth effectively transition to adulthood  Families are strong, healthy and stable Community Support and Assistance Our community is safe, stable and self-reliant  Individuals and families are safe and have healthy relationships  Individuals and families are financially stable  Individuals and families have stable housing  Individuals and families have access to healthy food Aging and Disability Services Our community promotes healthy aging and lifestyle  Vulnerable adults have affordable, quality healthcare  Vulnerable adults have their basic needs met  Vulnerable adults improve or maintain their health (physical, social, emotional)  Vulnerable adults remain independent

8. HSD’s Outcomes Framework: Results-Based Accountability HSD’s Theory of Change ensures that data informs our investments – particularly around addressing disparities – and shows the logical link between the desired results, indicators of success, racial equity targets based on disparity data, strategies for achieving the desired results, and performance. All investments resulting from HSD’s funding opportunities will align with the Theory of Change. 8 Whole Population Data Desired Results Indicators Racial Disparity Data Racial Equity Target Strategy Performance Measure

9. HSD’s Outcomes Framework: Results-Based Accountability HSD’s Theory of Change: 9 Whole population data Condition of wellbeing for entire population Achievement benchmark – how we know the “result” was achieved Data depicting socioeconomic disparities and disproportion ality between ethnic/racial populations Stretch goal for reducing and/or impacting the racial equity disparity Activities or interventions that align to the results and indicators, and are informed by best or promising practices, cultural competency and community engagement – what HSD is purchasing What gets counted, demonstration of how well a program, agency or service is doing (quantity, quality, impact) Whole Population Data Desired Results Indicators Racial Disparity Data Racial Equity Target Strategy Performance Measure

10. Agency Eligibility Meet all licensing requirements Nonprofit corporation - 501(C) (3) tax exempt status – In good standing Federal Tax ID number/employer identification number (EIN) 10

11. Submission Deadline Submission deadline is: FCSP: Tuesday, March 11, 12:00 p.m. CLC-ADRN: Tuesday, March 18, 2015, 12:00 p.m. All applications must be received in person, by mail, or electronic submission by deadline. No faxed or e-mailed applications will be accepted. 11

12. Methods of submission Applications can be mailed or hand delivered to: Applications can be submitted online at: http://web1.seattle.gov/hsd/rfi/index.aspx 12 Family Caregiver Support Program RFPCommunity Living Connections – Aging and Disability Resource Network RFP Seattle Human Services Department RFP Response – Family Caregiver Support Program Attn: Angela Miyamoto, RFP Coordinator 700 Fifth Avenue, Suite 5800 (58 th Floor) P.O. Box 34215 Seattle, WA 98124-4215 Seattle Human Services Department RFP Response – Community Living Connections – Aging and Disability Resource Network Attn: Angela Miyamoto, RFP Coordinator 700 Fifth Avenue, Suite 5800 (58 th Floor) P.O. Box 34215 Seattle, WA 98124-4215

13. HSD Online Submission System 13

14. Review and Rating Process Minimum eligibility and application screen Complete applications forwarded to the Review Committee Incomplete applications or not meeting minimum eligibility will not be forwarded Appeal process on pg. 17 (FCSP) and pg. 18 (CLC-ADRN) Post-notice appeal process on pg. 17 (FCSP) and pg. 18 (CLC- ADRN) 14

15. Family Caregiver Support Program RFP John Okamoto, Interim Director | Ed Murray, Mayor | Hyeok Kim, Deputy Mayor | Kate Joncas, Deputy Mayor

16. Overview Theory of Change Priority Communities and Client Eligibility Service Components TCARE® Rating Guide Application Components Deadline 16

17. Theory of Change 17 Desired Result IndicatorRacial Disparity DataRacial Equity TargetStrategyPerformance Measure Vulnerable adults remain independent. Rate of unpaid caregivers who intend to place their loved one in a long-term care facility. American Indian, Alaskan Native, and Hispanic/Latino adults are 2 times more likely and African, African American, and Black adults are 1.5 times more likely to be in fair to poor health than are Asian and white non- Hispanic adults. American Indian, Alaskan Native, and Hispanic/Latino caregivers receive FCSP services at least twice the rates of Asian and white non- Hispanic adults and African, African American, and Black caregivers receive FCSP services at least 1.5 the rates of Asian and white non- Hispanic adults. TCARE® screening, assessment and consultation Information and assistance Culturally and linguistically appropriate counseling Support groups Skill training Other activities including culturally appropriate, population-specific activities Additional strategies not part of this RFP: Respite care o Out of home o In-home care Supplemental services Housekeeping & Errands King County rate of TCARE® intention to place before and after one year of service % of caregivers with lower stress as measured in TCARE® # of caregivers receiving a TCARE® assessment and care plan % caregivers referred to services Provider survey for caregivers – stress reduction and better able to provide caregiving TCARE® quality assurance process through monitoring and assessments

18. Priority Communities Priority communities (pg. 9) Black/African/African-American caregivers Latino/Hispanic caregivers American Indian and Alaskan Native caregivers Older adult caregivers age 60+: – Residing in rural areas – Greatest economic need (income at or below federal poverty guidelines) – Greatest social need: Cultural, social, or geographic isolation, including isolation caused by racial, ethnic, and/or sexual orientation status Limited English Proficiency Severe disabilities Dementia and related disorders Risk for institutional placement Providing care to individuals with severe disabilities 18

19. Client Eligibility An eligible client is an unpaid caregiver living in King County - spouse, partner, relative, or friend (age 18 and older) who is actively providing care to an adult (age 18 and older) with a functional disability. The caregiver may not receive financial compensation for providing care. The care receiver must not be receiving Medicaid- funded long term care services (eg, COPES, MPC, DDD waiver), live in a nursing facility or adult family home. 19

20. Service Components *Information and Assistance Counseling Support Groups Training/consultation *TCARE® *Outreach Emergency Respite Coordination 20 *Required services

21. TCARE® TCARE® = Tailored Caregiver Assessment and Referral More services through TCARE® process TCARE® certification for staff TCARE® staff requirements 21

22. TCARE® Updated link to state website: – Aging and Long-Term Support Administration – Stakeholders – Tailored Caregiver Assessment and Referral (TCARE®) 22

23. Updated TCARE® Link 23

24. Rating Guidelines Program Design30% Capacity and Experience30% Partnership and Collaboration15% Equity, Cultural Responsiveness, and Social Justice15% Budget and Leveraging10% 24

25. Application Components Applications must include: A completed Application Cover Sheet A completed Narrative Response A completed Proposed Deliverables and Populations Served Worksheet A completed Proposed Program Budget and Personnel Detailed form Agency Information (see RFP Guidelines & Application for details): Most recent financial audit or IRS Form 990 Financial statement from last fiscal year Certificate of nonprofit status Certificate of general liability insurance If your agency has an approved indirect rate – copy of proof the rate is approved by an appropriate federal agency or another entity Current Board of Directors roster Minutes from last 4 Board of Directors meetings If you are proposing to provide any new (for your agency) services, start-up timeline for each service. If proposing a significant collaboration, signed letter of intent 25

26. Application Deadline Wednesday, March 11, 2015 at 12:00 p.m. 26

27. Community Living Connections – Aging and Disability Resource Network RFP John Okamoto, Interim Director | Ed Murray, Mayor | Hyeok Kim, Deputy Mayor | Kate Joncas, Deputy Mayor

28. Overview 28 Theory of Change Priority Communities and Participant Eligibility Service Components Service Model Other Regulations Applicable to Investment Area Rating Guide Application Components Deadline

29. Family Caregiver Support Program 29 Desired ResultIndicatorRacial Disparity DataRacial Equity TargetStrategyPerformance Measure Vulnerable adults remain independent Percent of Medicaid long term care recipients receiving home and community- based services instead of institutional care. American Indian, Alaskan Native, and Hispanic/Latino adults are 2 times more likely and African, African American, and Black adults are 1.5 times more likely to be in fair to poor health than are Asian and white non- Hispanic adults. American Indian, Alaskan Native, African, African American, Black, and Hispanic/Latino adults will have multiple ways to access culturally relevant community based support options. A continuum model of “no wrong door” for adults with needs related to their ability to continue to live in the community including culturally and linguistically appropriate: Information, referral and awareness Options Counseling and Assistance Care Coordination Streamlined access to public benefits Number of individuals linked to needed services Number of individuals who receive person centered counseling Number of Options Counseling participants with completed action/goal oriented plan Number of care coordination participants with at least one completed goal Participant satisfaction surveys Percentage of Medicaid eligible individuals who enrolled in Medicaid services Development of a coordinated referral system Referrals to other providers in network Theory of Change

30. Priority Communities Priority communities (pg. 9) Black/African/African-American older adults and people with disabilities Latino/Hispanic older adults and people with disabilities American Indian and Alaskan Native older adults and people with disabilities Deaf and hard of hearing Vision impaired Older adults age 60+: – Residing in rural areas – Greatest economic need (income at or below federal poverty guidelines) – Greatest social need: Cultural, social, or geographic isolation, including isolation caused by racial, ethnic, and/or sexual orientation status Limited English Proficiency Severe disabilities Dementia and related disorders Risk for institutional placement Providing care to individuals with severe disabilities 30

31. Participant Eligibility Eligible participants are adults age 60+ and people with disabilities living in King County. Funding is designated for adults age 60+. Other agency funding will be used to serve people with disabilities under 60. 31

32. Service Components Information and Assistance/Referral Person-Centered Options Counseling Care Coordination *Outreach Region Lead – North King County/Seattle – East King County – South King County Central Access Point 32 *Required service

33. Service Model 33 Central Access Point Information & Assistance/ Referral Region Lead North King/Seattle All Network Agencies Region Lead East King County Region Lead South King County

34. Other Regulations Applicable to Investment Area Title XIX administrative claiming Non-direct service staff expenses may not exceed 30% of total grant funds requested Include 25% of other resources in the budget State data system CLC-GetCare 34

35. Rating Guidelines Program Design30 points Capacity and Experience25 points Partnership and Collaboration20 points Equity, Cultural Responsiveness, and Social Justice15 points Budget and Leveraging10 points 35

36. Application Components Applications must include: A completed Application Cover Sheet A completed Narrative Response A completed Proposed Deliverables and Populations Served Worksheet A completed Proposed Program Budget and Personnel Detailed form Agency Information (see RFP Guidelines & Application for details): Most recent financial audit or IRS Form 990 Financial statement from last fiscal year Certificate of nonprofit status Certificate of general liability insurance If your agency has an approved indirect rate – copy of proof the rate is approved by an appropriate federal agency or another entity Current Board of Directors roster Minutes from last 4 Board of Directors meetings If you are proposing to provide any new (for your agency) services, start-up timeline for each service. If proposing a significant collaboration, signed letter of intent 36

37. Application Deadline Wednesday, March 18, 2015 at 12:00 p.m. 37

38. Response Tips Follow the required format defined in the Guidelines Be specific, detailed and concise Answer all questions and in the context of your proposed program(s) Highlight partnerships and collaborations and not duplicating services Have someone else read your application before submitting Submit an accurate budget; double check your numbers Use the application submission checklist Ensure enough time for application to get to HSD on time Clearly label all attachments E-mail Angela if you have any questions 38

39. Questions and Answers Questions and Answers from the information session will be posted online within the next five (5) business days at http://www.seattle.gov/humanservices/fundinghttp://www.seattle.gov/humanservices/funding Questions and Answers will be posted online regularly. Last day to submit questions: FCSP: Tuesday, February 24, 2015, 12:00 p.m. CLC-ADRN: Tuesday, March 3, 2015, 12:00 p.m. 39

40. Questions and Answers Angela Miyamoto Angela.Miyamoto@Seattle.Gov 40