Service Planning and Service Budgets in

MHSA Housing Projects

Corporation for Supportive HousingMarch 11, 2008

www.csh.org

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Overview of the Day

Products– Supportive Services Plan/Assessment

– Supportive Services Budget

Invited Experts

Service Planning

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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. 

Services in Housing

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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

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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 programsConflict-resolution training

Services in Supportive Housing

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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

Service Planning

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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

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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…

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Service Planning

What factors drive decisions in service planning?

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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

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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?

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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?

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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?

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Available Tools

Service Planning Tools Service Planning Worksheet Sample Consulting Agreement for

Supportive Service Planning

Service Planning Assessment

Exercise

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Exercise

Copies of exercise being handed out Work on exercise for about 20 minutes; report

out to group

Break

Budgeting for Supportive

Services

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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?

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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?

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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

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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

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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

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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)

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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?

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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

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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?

Lunch

Identifying Funding Sources

for Supportive Services

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I’ve Got a Plan…

Plan to services – check Budget for services – check But where’s the money?

– Federal– State– Local– Private

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How Services Resources Flow

Funding generally for:– Delivery of particular services– Utilization of particular service strategy– Addressing needs of particular population

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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

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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

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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

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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

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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

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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

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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

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Funding Outlook

Dollars are competitive and limited Parameters vary by funder

– Required CM ratios, licensing, eligible activities, reporting requirements

Advocacy for additional dollars

Project Work

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Day 6: Project Work

Supportive Services Plan Supportive Services Budget

Wrap-Up and Evaluation

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Day 6: Wrap-Up and Evaluation

Session Feedback– What was most useful to you today?– What would you suggest we change?

Written Evaluations

Thanks!

Don’t forget to submit your

evaluation for today!