2017 MEMBERSHIP MEETING - ideainfanttoddler.org

1 7/17/201712017 MEMBERSHIP MEETINGC rystal City Gateway MarriottJuly 16, 2017 WELCOME AND INTRODUCTIONS7/17/20172 ANNIVERSARIES TO CELEBRATE!!2016 PART C & 619 30 Years! 2017 ITCA - 20 Years!WHAT WAS HAPPENING IN 1997? 1997 Reauthorization Gas avg$ Music - Top Song? Candle in the Wind by Elton John Sports Tiger Woods, youngest golfer to win the Masters Green Bay Packers play Patriots and WIN! Film Titanic Books 1stHarry Potter book published 7/17/20173 MEMBER RECOGNITION -17 YEARS Arizona Connecticut Delaware Hawaii Idaho Kansas Maryland Massachusetts New Jersey New Mexico North Carolina Oklahoma Texas WashingtonMEMBER RECOGNITION -16 YEARS Alaska Georgia Mississippi Nevada New Hampshire North Dakota Northern Marianas Ohio Rhode Island Utah Vermont West Virginia Wisconsin 7/17/20174 MEMBER RECOGNITION Illinois (15) Kentucky (15) Missouri (15) Pennsylvania (15) Tennessee (15) American Samoa (14) Colorado (14) Florida (14) New York (14) California (13) District of Columbia (13) Louisiana (13) South Dakota (13) Wyoming (13) Iowa (13)MEMBER RECOGNITION Arkansas (12) Michigan (12) Nebraska (12) Puerto Rico (12) Virgin Islands (12) Virginia (12) Indiana (10) Maine (10) Minnesota (10) Montana (8) South Carolina (8)

2 7/17/20175 AGENDAAGENDA HIGHLIGHTS Morning President s Report Tipping Points Treasurer s Report Board Elections Reauthorization Task Force Report Afternoon Joint Legislative Session Task Force Reports Finance Family Outcomes/ Data Quality Leadership Transition State Challenges Issues for OSEP7/17/20176 PRESIDENT S REPORTLYNN SKENE JOHNSON, ITCA BOARD MEMBERS Brenda Sharp (LA): Past President Pam Thomas (MO): Vice President/President-Elect Ron Benham (MA): Secretary/Treasurer Directors at Large: Catherine Hancock (VA) Amanda Carlson (ND) Nathan Dedino(OH)7/17/20177 ACTIVITIES SINCE LAST YEAR S MEETING IN NEW ORLEANS Participated in meetings and bi-monthly calls with OSEP Worked on coalitions and with partner associations to further our mission (Consortium for Citzenswith Disabilites, Early Learning and Child Care, HV Coalition, DEC) Prepared and disseminated a 30thAnniversary Document Sent a welcome letter to new Secretary Betsey DeVos Prepared and submitted a set of Transition Recommendations for new administration (CONT.)

3 Submitted comments on SPP/APR in May 2017 (60 day period) Submitted comments on SPP/APR in June 2017 (30 day period) Completed 3 ITCA surveys Completed the 3rdCohort of Fiscal Initativewith OSEP support - 25 states Set Priorities 7/17/201782016 ITCA PRIORITIES - REVIEW Focus on fiscal management for part C programs to help states make use of all available resource and deploy funds to serve children in the most effective way possible Support state work through communicating issues and providing feedback to OSEP on: Development and implementation of the SPP/APR/SSIP; Determinations; and Engagement Decision Tree Support efforts regarding adverse childhood experiences and their impact on child development and implications for Part C eligibility, especially issues of poverty, abuse and substance exposure2017 ITCA PRIORITIES Expand and Strengthen Collaborations and Partnerships including: AMCHP, Zero to Three, DEC, NAEYC, ASTHVI Federal Initiative Welcome letter to Secretary DeVos Transition statement ITCA Website Identify key information such as policy and guidance documents, or links to other technical assistance centers that members need.

4 Part C Funding Formula Finance Committee Succession Planning for ITCA Board members Slate for voting Adverse Childhood ExperiencesStudy (ACES) Identify resources and inform members of the significance and impact on Part C7/17/20179 COMMITTEES & TASK FORCES Committees Finance Task Forces IDEA Reauthorization Prepared, draft Recommendations for your consideration today Family Outcomes workgroup Identify assessment measures that all states can use Leadership Transition Sustainability in Part C and 619 state leadership 2017 TIPPING POINTS Preliminary Results7/17/201710 DEMOGRAPHICS OF RESPONDENTS2311150510152025 HealthEducationOtherLead Agency171712024681012141618 Category ACategory BCategory CEligibility StatusHOW LONG HAVE YOU BEEN THE PART C COORDINATOR111016606024681012141618< 1 year1-2 years3-5 years6-10 years11-15 years16 years or more7/17/201711 TREND.

5 TENURE OF PART C COORDINATORS39%59%60%61%67%75%61%41%40%3 9%33%25%0%10%20%30%40%50%60%70%80%2005(B aseline)20132014201520162017 Axis Title5 years or less6 years or moreIS PART C YOUR ONLY RESPONSIBILITY?Yes, 30No, 197/17/201712 HIGHEST EDUCATIONAL DEGREE271165051015202530 RANGE1197755210246810127/17/201713 MOST STRESSFUL FACTORS ON YOUR POSITION3327261911111105101520253035 InsufficientFunding forServicesLack of Staffingat Lead AgencyLack of ServiceProvidersSPP/SiMRActivitiesFedera lReportingRequirementsLack ofAdministrativeSupportOtherSTATUS OF CONTINUED PARTICIPATION391343051015202530354045No discussionsSome discussionSerious discusionsDocuments preparedOther7/17/201714 STATUS OF STATE FUNDING112181102468101214161820 Funding IncreasedFunding ReducedFunding FrozenBudget Not FinalizedQUALIFIED PROVIDER SHORTAGESYES=42. NO=2343229191210109644305101520253035407 /17/201715 PROVIDER REIMBURSEMENT39283051015202530 Decreased ReimursementRatesIncreased ReimbursementRatesRates have remained thesameWill decrease provider ratesin next 12 monthsPLANNED SERVICES PER CHILD PER (2-25)2011(1-12)2012(2-12)2013( )2014(1-20)2015(1-12)2016(3-27) 2017 (2-24 )Median HoursRange7/17/201716 DELIVERED SERVICES PER CHILD PER (2-25)2011(2-12)2012(2-12)2013( )2014(1-18)2015(.)

6 9-12)2016( ) 2017 (.9-24)Median HoursRangePLANNED VS. DELIVERED SERVICES01234567820092010201120122013201 4201520162017 PlannedDelivered7/17/201717 MEDIAN LENGTH OF TIME IN PART C181614151413024681012141618202012(8-29) 2013(8-25)2014(9-27)2015(9-27)2016(11-25 ) 2017 (8-20)Median Number of MonthsRangeMEDIAN AGE AT (12-24) 2017 (16-30)7/17/201718 PART C ADDRESSING ACES POPULATION8810862316192617967433127470%1 0%20%30%40%50%60%70%80%90%100%NASZika VirusLeadPoisoningFASDO therAdverseConditionsNot at This TimeBeginning to AddressSome EffortsExtensive EffortsPART C & HOME VISITING11211134222722491951108579633811 241329372425 CommonPersonnelTrainingSharedPoliciesJoi nt ServicesJoint FacilitiesMonitoringShared DataJoint StaffMeetings5 Never43 Sometimes21 Always7/17/201719 COLLABORATION REGARDING USE OF GUIDANCE DOCUMENT19111602468101214161820 YesNoNot Yet but PlannedTREASURER REPORT7/17/2017202017 REVENUEC ategoryAmount2017 MEMBERSHIP DuesReceived in 2016:Received in 2017 .

7 $132, $35, $96, $ thru 6/30/17$132, of BudgetAnnual MEETING $9, Planning Retreat$5, Director$28, Liaison$21, $ Maintenance$ Server$ Supplies$ and Officers Insurance$1, MEMBERSHIP Fees$ Activities/Products$ $ as of 6/30/17$68, EXPENDITURE REPORT7/17/201721 BANK BALANCE6/30/ 2017 TotalITCA Checking$5, Savings$121, $127, TO EXPENDITURE TREND$0$20,000$40,000$60,000$80,000$100, 000$120,000$140,0002008 20092010 2011 2012 2013 2014 2015 2016 BudgetExpenditure7/17/201722 CategoryAmountAnnual MEETING $15,000 Board Planning Retreat$6,000 Executive Director$56,842 Government Liaison$42,162 Travel$12,000 Web Maintenance$500 Web Server$1,200 Office Supplies$1,000 Conference Calls$500 Directors and Officers Insurance$1,700 Association MEMBERSHIP Fees$700 Committee Activities/Products$6,000 Other$500 Total$144,1042018 PROPOSED BUDGETBOARD ELECTIONSRon Benham and Brenda Sharp7/17/201723 VICE PRESIDENT/PRESIDENT ELECTT erri EntersWisconsinSECRETARY/TREASURERCarl BeckPennsylvania7/17/201724 DIRECTOR AT LARGEJill SingerNorth CarolinaREAUTHORIZATION OF PART CLynn Skene Johnson and Kyla Patterson7/17/201725 ITCA IDEA REAUTHORIZATION PROCESS Task Force created in summer of 2016 members please stand Co-led by Lynn S.

8 Johnson (Coordinator-CT and ITCA President) and Kyla Patterson (Data Manager-VA) With member and board input, developed a set of ITCA Principles for Reauthorization Conducted 13 monthly calls reviewed all previous ITCA work developed draft priorities obtained member input last year at MEETING in NOLA discussed and considered all ideas developed final draft recommendations for today Finance workgroup prepared recommendations on fiscal mattersOUTLINE OF ITCA PRELIMINARY RECOMMENDATIONS Introduction Who we are Process we used Notion of preliminary recommendations Next steps About 25 preliminary recommendations organized by topic For each recommendation: Section of the IDEA Statute Statement of the recommendation Rational for the recommendation Proposed statutory language7/17/201726 FINANCE SURVEYRon BenhamRESPONDENTS (N=49)231115241319051015202530 HealthEducationOtherRespondentsTotal7/17 /201727 FUND SOURCES UTILIZED311669100012345678910 FederalStateLocalMedianMaximumMinimumNUM BER OF REVENUE SOURCES IDENTIFIED0246810121416181 2 3 4 5 6 7 8 910 11 12 13 14 15 16 17 18 1920 21 22 23 24 25 26 27 28 2930 31 32 33 34 35 36 37 38 3940 41 42 43 44 45 46 47 48 49 Number of Sources UtilizedSurvey Respondents7/17/201728 FEDERAL FUND SOURCES474716877553110510152025303540455 0 Part CMedicaidSCHIPPart B619 Part B611 ChampusTricareWICT itle VTANFSSBGCCDBGN umber of StatesSTATE FUND SOURCES282164432211051015202530 StateGeneralFundsState PartCDeafBlindFundsState DDStateSpecial EdCSHCNS tateHomevisitingStateMentalHealthTANFS tateMOET obaccoNumber of States7/17/201729 LOCAL FUND SOURCES24188754433051015202530 PrivateInsuranceFamily FeesLocal EdAgencyCounty TaxLevyLocal

9 GovtCashDonationsUnited WaySpecialFundraisingFoundationsNumber of StatesAVERAGE NUMBER OF FUND SOURCES BY LEAD (23)Education (11)Other (15)7/17/201730 FUNDING LEVELS$1,863,996,877 $1,301,937,491 $435,482,148 0%10%20%30%40%50%60%70%80%90%100%LocalFe deralStateTotal: $3,699,504,353 REPORTED REVENUE BY LEAD AGENCY32%31%43%65%40%38%3%29%19%0%10%20% 30%40%50%60%70%80%90%100%Other (15)Education (11)Health (23)FederalStateLocal7/17/201731 FUNDING HIERARCHY27%23%20%13%6%3%2%2%2%2%0%10%20 %30%40%50%60%70%80%90%100%All Other FundsState Special EducationPrivate InsurancePart B 611 Local Education AgencyCounty Tax LevyPart CMedicaidState General FundsState Part C AppropriationMEDICAID ADMINISTRATION57%10%33%All RespondentsFee for ServiceManaged CareBoth0%20%40%60%80%100%Other (15)Education (11)Health (23)878112418 Fee for ServiceManaged CareBoth7/17/201732 FAMILY COST PARTICIPATION20%8%29%43%PrivateInsurance OnlyFamily FeesOnlyBoth PrivateInsurance andFamily FeesNo Family CostParticipation0%20%40%60%80%100%Other (15)Education (11)Health (23)

10 4060046176105 Private Insurance OnlyFamily Fees OnlyBoth Private Insurance and Family FeesNoneCALCULATION OF SSIPCOSTS9361420170%10%20%30%40%50%60%70 %80%90%100%ImplementingSustainingEvaluat ingYesNo7/17/201733 ANTICIPATED ADDITIONAL COSTS62111952714617147111190%10%20%30%40 %50%60%70%80%90%100%OtherEducationHealth AllTrainingMaterialsEvaluationData SystemJOINT LEGISLATIVE SESSIONS haron Walsh and Nancy Reder7/17/201734 FINANCE TASK FORCERon Benham and Amanda CarlsonFISCAL SWAP MEET7/17/201735 FISCAL INITIATIVE Cohort III Florida North Carolina Texas Washington Wyoming Cohort IV Alaska District of Columbia Hawaii Idaho Indiana MississippiFINANCE PRODUCT PRIORITIES Circles of Influence/Collective Impact Other Options: Finance 101 Finance Component of the System Framework Fiscal Mapping Identification of Resources Fiscal Planning for SSIP/SIMR Allocation Methodology Budget Development Budget Management Fiscal Reports Other?