Ozaukee County Plan on Aging 2016-2018

County Plan on Aging: 2016-2018 – Template

TABLE OF CONTENTS

1. Verification of Intent 2. Executive Summary 3. Organization and Structure of the Aging Unit 4. Context 5. Public Involvement in the Development of the County Aging Plan 6. Goals for the Plan Period 7. Coordination Between Titles III and VI 8. Budget 9. Compliance With Federal and State Laws and Regulations 10. Assurances 11. Appendices

County Plan on Aging: 2016-2018 – Template 2

1. Verification of Intent This plan represents the intent of the county to assure that older people have the opportunity to realize their full potential and to participate in all areas of community life. On behalf of county, we certify that these organizations have reviewed the plan, and have authorized us to submit this plan which outlines activities to be undertaken on behalf of older people during 2016-2018. We assure that the activities identified in this plan will be carried out to the best of the ability of the county. We verify that all information contained in this plan is correct.

Signature, and Title of the Chairperson of the Commission on Aging

Date

Signature, and Title of the Authorized County Board Representative

Date

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2. Executive Summary The Ozaukee County Aging Services Unit within the Aging and Disability Resource Center (ADRC) strives to assure that older adults in this community have the opportunity to realize their full potential to participate and have access to all areas of community life. The Aging Unit’s mission is to provide a one stop source of information and assistance for older adults by advocating for and linking them with resources and services that enable them to live as independently as possible. Methods undertaken by the Aging Unit to ensure this mission is met include: advocating for, expanding, coordinating, and implementing programs and services designed to improve and/or maintain the quality of life for persons sixty years of age and older throughout Ozaukee County. Our emphasis for the 2016-2018 Aging Plan will be to not only maintain the current programs and services we offer but to also provide and/or expand:       

Opportunities for older adults to be actively involved and comfortable with speaking for themselves and voicing their interests regarding community initiatives, Activities that will serve to improve the Elder Nutrition Program Additional coordinated activities that will continue to enhance services in support of caregivers. Additional caregiver outlets for those individuals caring for a family member, friend, or spouse with Alzheimer’s Continuation of Dementia friendly Community enhancements and trainings Continuation of Disease prevention and health promotion activities, classes, and series. Assistance with local priorities of importance to seniors such as advocating to keep a local senior center currently at risk of major changes to programming, preparedness for community wide emergencies, etc.

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3. Organization and Structure of the County Aging Unit 3-A Mission Statement and Description of the Aging Unit

The Aging Unit of Ozaukee County is integrated wholly within the Aging and Disability Resource Center of Ozaukee County. We have functioned as a combined Aging/ADRC since 2007. Our mission statement reflects the premise by which we operate. The mission of the Aging and Disability Resource Center of Ozaukee County (ADRC) is to provide a one stop source of information and assistance for older adults, adults with disabilities, their families, friends, and caregivers by advocating for and by linking them with resources and services that enable them to live as independently as possible.

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County Plan on Aging: 2016-2018 – Template 6

3. Organization and Structure of the County Aging Unit 3-B Organizational Chart of the Aging Unit

County Board Supervisors

Health and Human Services Committee

Aging and Disability Resource Center Board and Aging Commission

County Plan on Aging: 2016-2018 – Template

ADRC/Aging Services Director

Nutrition Advisory Council

3. Organization and Structure of the County Aging Unit 3-C Aging Unit Coordination With ADRCs ADRC DIRECTOR* (Pike) 1 FT - PG 112

Aging & Disability Resource Center

Dementia Care Specialist (Glaser) 1 FT - PG 9

Elder Benefit Specialist* (Schimberg) 1 FT-PG 9

Aging Services

ADRC

I&A

Disability Benefits

Specialist* (Mayer,

Office Assistant

Aging Services

III* (Susen)

Manager* (Ferrell)

Specialist*

Johnson,

(Dee)

Bonvicini,

1 FT-PG 5

1 FT - PG 108

1 FT-PG 9

Lewein, Schmitz)

MA Personal Care

I & A Specialist*

Meal Program Staff

Office

Temp Special Projects (Ayres) 1 PT - PG Spec

4 FT/1PT- PG 9

Program RN

(Braby)

Dinning Center

Asst. I*

(Bartlett)

1 PT - PG 9

Coordinator

(Kanneberg)

(Casper, Crevcoure,

1 PT - PG 3

1 PT-PG Special

Lanser, Lazzari, Certified Nursing (Becker, Morgan Penkwitz, Scultz, Tucker) 5 PT-PG 5

Homemaker Aide (Folz) 1 FT-PG 3

Sheets) 5 PT - PG 5 Meal Program Staff Drivers (Johnson, Rozek, Learned) 3 - 10/hr PG - Special Sub Meal Manager (Gylland, Kiesow, Kroening, Gerrits) 4 PT-PG Special

County Plan on Aging: 2016-2018 – Template

Temp Special Projects (Ferraro) 1 PT - PG Spec

3. Organization and Structure of the County Aging Unit 3-D Statutory Requirements for the Structure of the Aging Unit Chapter 46.82 of the Wisconsin Statutes sets certain legal requirements for aging units. Organization: The law permits one of three options. Which of the following permissible options has the county chosen? 1. An agency of county/tribal government with the primary purpose of administering programs for older individuals of the county/tribe. 2. A unit, within a county/tribal department with the primary purpose of administering programs for older individuals of the county/tribe. 3. A private nonprofit corporation, as defined in s. 181.0103 (17).

Check One

x

Organization of the Commission on Aging: The law permits one of Check three options. Which of the following permissible options has the county One chosen? 1. For an aging unit that is described in (1) or (2) above, organized as a committee of the county board of supervisors/tribal council, composed of supervisors and, advised by an advisory committee, appointed by the county board/tribal council. Older individuals shall constitute at least 50% of the membership of the advisory committee and individuals who are elected to any office may not constitute 50% or more of the membership of the advisory committee. 2. For an aging unit that is described in (1) or (2) above, composed of x individuals of recognized ability and demonstrated interest in services for older individuals. Older individuals shall constitute at least 50% of the membership of this commission and individuals who are elected to any office may not constitute 50% or more of the membership of this commission. 3. For an aging unit that is described in (3) above, the board of directors of the private, nonprofit corporation. Older individuals shall constitute at least 50% of the membership of this commission and individuals who are elected to any office may not constitute 50% or more of the membership of this commission. Full-Time Aging Director: The law requires that the aging unit have a Yes/x full-time director as described below. Does the county have a full-time No aging director as required by law?

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3. Organization and Structure of the County Aging Unit 3-E Membership of the Policy-Making Body Chapter 46.82 of the Wisconsin Statutes sets certain legal requirements for aging units. “Members of a county/tribal commission on aging shall serve for terms of 3 years, so arranged that, as nearly as practicable, the terms of one-third of the members shall expire each year, and no member may serve more than 2 consecutive 3-year terms.“ In the case of county board/tribal council members, the requirement is 3 consecutive 2year terms. Official Name of the County Aging Unit’s Policy-Making Body (list below) Health and Human Services Committee Name

Age 60 and Older Yes

Elected Official Yes

Year First Term Began 2012

Chairperson: Karl Hertz 

Donald Clark

Yes

Yes

2015



Beth Anderson

No

No

2015



David Henrichs

No

Yes

2015



Patricia Treffert

Yes

No

2015



Thomas Richart

Yes

Yes

2015



Thomas Winker

No

Yes

2015



Dr. Celestino Perez

Yes

No

2011



Mary Jo Wirth

Yes

No

2011

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3. Organization and Structure of the County Aging Unit 3-F Membership of the Advisory Committee If the aging unit has an advisory committee, listed below are the members of the advisory committee. Chapter 46.82 of the Wisconsin Statutes requires that the membership of the aging advisory committee (where applicable) must consist of at least 50% older people, and individuals who are elected to office may not constitute 50% or more of the membership. Official Name of the County Aging Unit’s Advisory Committee (list below) Ozaukee County Commission on Aging of the ADRC Board Name

Age 60 and Older

Elected Official

Year First Term Began

Yes

No

2012

Yes

No

2012

Yes

No

2015

Yes

No

2014

Yes

No

2014

Chairperson: Katie Callen Loretta Dunning Colleen Kasper James Kasum Mark Roherty

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3. Organization and Structure of the County Aging Unit 3-G Staff of the Aging Unit Listed below are the people employed by the County Aging Unit. Attach additional pages as needed.

Name: Michelle Pike Job Title: Director (Full Time) Telephone Number/email Address: (262) 284-8120 [email protected] Brief Description of Duties: Administration of Department policies and procedures as well as oversight of Aging and ADRC staff. Responsible for program administration, budgeting, and policy development.

Name: Mary Ferrell Job Title: Aging Services Manager (Full Time) Telephone Number/email Address: (262) 284-8120 [email protected] Brief Description of Duties: Administration of the department when Director is absent, responsible for congregate and home delivered meal programs, volunteers and prevention and wellness programming. Manages all programs funded by Title III of the Older American’s Act.

Name: Valeree Lecey Job Title: Information and Assistance Specialist (Part Time) Telephone Number/email Address: (262) 284-8120 [email protected] Brief Description of Duties: Responsible for providing long-term care options counseling and short-term case management. Serves as Coordinator of Caregiver Programs.

Name: Laura Schimberg Job Title: Elder Benefit Specialist (Full Time) Telephone Number/email Address: (262) 284-8120 [email protected] Brief Description of Duties: Provides assistance to clients 60 years and older who have insurance questions, Medicare and Social Security benefit concerns, handling appeals and public education on issues related to benefits.

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Name: Jodie Kanneberg Job Title: Office Assistant I (35 Hours/week) Telephone Number/email Address: (262) 284-8120 [email protected] Brief Description of Duties: Provides clerical assistance to the Aging Unit/ADRC.

4. Context Census data verifies that Ozaukee County continues to be considered both a suburban as well as a rural community. The northern third or so of the county is very rural and agricultural while the southern two thirds of the county is more metropolitan and suburban. The population of Ozaukee County is approximately 87,000 people. The population possesses a higher than average education level and additionally has a higher household income compared to the majority of other Wisconsin Counties. Approximately 26% of individuals residing in Ozaukee County are age 60 and older. By the year 2030, the percentage of individuals 60 and older residing in Ozaukee County is predicted to increase to approximately 30%. These statistics indicate that there will be an increased need for additional senior services as well as opportunities for caregivers in the upcoming decades. Public Health information in Ozaukee County identifies that obesity and alcohol abuse are issues that continue to plague the citizens of this county. In older adults, these factors can lead to increased risk of falls and chronic conditions. In an effort to address the concerns identified, Ozaukee County Aging Unit/ADRC founded and continues to support the Ozaukee County Aging Consortium. The Aging Consortium meets twice per year to provide educational forums regarding current issues affecting older persons in the county. Members of the consortium are from entities such as public health, adult protective services, home care agencies, hospitals, nursing homes, assisted living facilities, elder law attorneys, managed care organizations, and local businesses. Members of the Aging Consortium work together to provide a Senior Conference each year which is attended by approximately 250 seniors. This conference provides a variety of break-out sessions that touch on issues of importance to older adults. In the past, sessions such as Grandparents Raising Grandchildren, Issues of Aging in the LGBT Community and Women’s Health have been offered. Since Ozaukee County also employs a Dementia Care Specialist, an additional group of agencies working on developing a Dementia Friendly Ozaukee County also exists and contains some members who are also active in the Aging Consortium. Since Ozaukee County is fairly small in geographical size, we are a close knit group of individuals and agencies. Working together for a common cause of helping older individuals to be as independent and involved in their County Plan on Aging: 2016-2018 – Template 13

communities as possible is the goal of all who serve on both the consortium as well as the Dementia Friendly Communities work group. Because the Aging Unit is part of the ADRC, the residents of Ozaukee County benefit greatly. To a customer who needs help or assistance, the service they receive is provided professional and each customer is treated with respect and dignity. A customer would not know if the staff person working with them is funded by Aging funds or by ADRC funding. Our services are run seamlessly and effortlessly. We spend a lot of time on staff development and staff training and always encourage team work and cross training on services available. Several informal environmental scans held in July of 2015 at Community Senior Centers and within the ADRC which assisted the Aging Unit in identifying strengths, weaknesses, opportunities, and threats. The outcomes and findings provided much food for thought in developing the Aging Plan and the goals for 2016-2018: Critical Issues Identified:  Transportation needs will continue to be present. Many older adults continue to receive medical treatment in Milwaukee and as they age, and are perhaps unable to drive, getting across county borders with a transportation company can be an expensive proposition.  The recognition of caregiver stress was identified. Recently a local attorney who lost her mother in January of 2015 due to Alzheimer’s, also believes her father died because of the stress of caring for her mother. Recognizing caregivers and providing supports, respite, coffee clutches, support groups, etc. will be critical as the population continues to age.  The fact that prevention programs and wellness programming is much less expensive than medical treatment for chronic diseases, falls, etc. It was also noted that there several requests for additional offerings of Stepping On and Health Living with Diabetes in particular. Offering classes and sessions to prevent illness or chronic conditions was seen as critical to the community.  It was pointed out that agencies in the area who rely on volunteers to help deliver services are finding it more difficult to find able bodied volunteers. Many agencies report that their volunteer workforce is reaching a point where physically and mentally they need to step down from their assigned tasks. Developing a plan to attract newly retired individuals who have the ability to volunteer is of critical importance.  Working to develop community awareness of issues faced by seniors and those with cognitive impairments was mentioned as another top priority. Having “safe” accessible places for older adults to rest or use restrooms inside businesses in and around Ozaukee County was mentioned.  Locally an issue has arisen that concerns the Senior Center in Port Washington. The current senior center is extremely expensive to lease and it has been decided by the city administrators that the lease will not be renewed. The city is currently looking at the possibility of piecing activities County Plan on Aging: 2016-2018 – Template 14

out around the city and not providing a central location for the senior center. This has become an opportunity for advocating the desires of the residents of Port Washington. Most individuals who have shared their thoughts want a “building” they can congregate in and enjoy the activities provided by the center. The Aging Unit/ADRC of Ozaukee County has strong and caring staff, great community partners, and a board who is active and involved. We deliver excellent service and provide creative options and solutions to concerns brought to us. We strive to efficiently use resources to maintain and guarantee sustainability.

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5. Public Involvement in the Development of the County Aging Plan Public meetings were held July 27th thru July 31st 2015 at local senior centers and community dining centers. On August 13th 2015, at the annual Senior Picnic, seniors were given the opportunity to provide input and review the final draft copy of the 20162018 Aging Plan.

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6. Goals for the Plan Period

Focus Area: Involvement of Older People in Aging-Related Program Development and Planning 2016 Goal: In order to help seniors be prepared for upcoming elections, the Ozaukee County Aging Unit will assist a minimum of 150 older adults in obtaining valid identification which will allow them to obtain the necessary ID to vote in the fall election. Activities: March-June 2016: The Aging Unit, using materials provided by GWAAR will train all Aging and ADRC staff and interested volunteers regarding the new law pertaining to voter ID requirements. June-August 2016: Staff and volunteers who have been trained regarding voter ID will visit each senior center/dining site in the county to provide assistance and information to a minimum of 150 older adults to secure the necessary documentation to obtain a voter ID or to verify that their existing ID’s are current and valid.

2017 Goal: In an effort to combat Ageism, the Aging Unit will champion the recognition of older adults that demonstrate the positive impact of aging. Activities: Jan-March 2017: The Aging Unit in conjunction with nonprofit organizations will solicit a minimum of 3 nominations from each local municipality within the county of people who demonstrate what it means to age with power, dignity, and positive community activism. April of 2017: The Aging Commission of the ADRC Board will review nominations and will select a minimum of 8 award winners. Winners will then be contacted and personally invited to attend the Older American’s Month celebration in May to receive their award publically. May of 2017: The Older American’s month celebration will focus on the importance of remaining active in your community as well as remaining passionate about an aspect of life. Individuals who have been chosen as examples by the Aging Commission will be recognized and honored at this event. County Plan on Aging: 2016-2018 – Template 17

2018 Goal: In an effort to provide seniors with knowledge of technology that can enhance their socialization and leisure activities, the Aging Unit will collaborate with local partners such as: Kiwanis, Key Club, Home Schooled Organizations, the local YMCA, and/or the local libraries, to demonstrate for and enable seniors to better use electronic technology. Activities: March-April 2018: The Aging Unit will assess interest and availability of community partners to provide this service. A minimum of 10 individuals will be identified who are interested in working with an older adult to explain and demonstrate use of electronic devices. May – June 2018: 2018 Older Americans month will focus around improving older adults comfort, knowledge, and use of electronic technology. At this event those that have expressed interest in working with older adults regarding technology will be available to establish ongoing connections for further assistance. A minimum of 15 seniors will be connected with community partners for ongoing help.

Focus Area: Services to People with Dementia 2016 Goal: The Aging Unit will explore creative ways to fully use 100% of the AFCSP funding allocated to Ozaukee County to better meet the needs of individuals with dementia as well as those who care for them. Activities: Jan-Feb 2016: The Dementia Care Specialist and the Aging Caregiver Specialist will identify a minimum of 4 unmet needs through a variety of avenues with past and present caregivers of individuals with dementia. Caregivers will be encouraged to think outside the box regarding supportive services they would be helpful in their caregiving journey. March 2016: Utilizing the input provided by caregivers, service relationships with providers will be expanded to fill the unmet needs identified. A goal of bringing a minimum of 3 new service providers on board to offer new and innovative services will be projected. County Plan on Aging: 2016-2018 – Template 18

April-June 2016: The Aging Unit will promote and educate the community on expanded services and support opportunities via the ADRC Newsletter, articles in local publications and a presentation as part of the Caregiver Journey sessions.

2017 Goal: In an attempt to decrease the number of times law enforcement is called because of an individual with dementia exhibiting challenging behaviors, the Aging Unit will be an active partner in efforts to develop an ongoing crisis management plan for individuals with cognitive impairments. Activities: Jan-May 2017: The Aging Unit via the Caregiver Specialist and the Dementia Caregiver Specialist along with the Dementia Capable work group will expand the offering of Virtual Dementia tour to at least 4 local law enforcement agencies. June-Oct 2017: DCS and Caregiver Specialist partnering with the Alzheimer’s Association will present a workshop as part of the Caregiver Journey sessions on dementia related behaviors and effective interventions.

2018 Goal: The Aging Unit will partner with the DCS and Public Health Department to increase awareness of assistive technologies available to keep people safe at home. Activities: Jan-Mar 2018: The Aging Unit in conjunction with the DCS will educate 100% of the ADRC and Public Health staff regarding available assistive devices and best practices related to these devices and their use. April-June 2018: Trained Ozaukee County staff from both Aging Unit and Public Health will promote and encourage use of available technology via a minimum of an article written in local publications, an advertisement on social media, and aa minimum of 4 community presentations.

Focus Area: Health Aging The Aging Unit currently offers many evidence based health and wellness programs. These programs serve to increase seniors’ ability to remain active and County Plan on Aging: 2016-2018 – Template 19

involved in their communities. Additional programs are available and the Aging Unit would like to be able to offer these as well. In an effort to meet the needs of a greater number of individuals in the community, the Aging Unit would like to enhance and expand the programs offered. The current programs offered are: Powerful Tools for Caregivers, Stepping On, and Living Well with Diabetes/Chronic Conditions.

2016 Goal: The Aging Unit will work to involve community partners in efforts to expand the availability of prevention programs within the county that assist seniors in remaining as independent as possible. Activities: Jan-May 2016: As follow up to 2015 activities to recruit interested community partners, three local individuals will be offered a partial stipend by the Aging Unit to become certified leaders in any one of the programs currently offered. May-Dec 2016: By December of 2016, a minimum of three local individuals will attend and become certified in a prevention or wellness program.

2017 Goal: The Aging Unit will add at least one new prevention program not currently offered by having 2 staff or community partners trained and certified. Activities: Jan-June 2017: Two individuals representing Ozaukee County will complete training in a prevention program not currently offered. August-Dec 2017: At least one session of the newly added prevention program will be offered to a minimum of 14 individuals.

2018 Goal: The Aging Unit will work with community partners to provide medication management awareness. Activities: Jan-Feb 2018: The Aging Unit will make contact with the School of Pharmacy at Concordia University to develop a training plan regarding medication management to be developed by pharmacy students to be presented at a minimum of 4 Senior Dining Centers throughout Ozaukee County. County Plan on Aging: 2016-2018 – Template 20

April-May 2018: A minimum of 75 seniors will receive medication management training from pharmacy students of Concordia University. Surveys developed for the training will indicate that 80% of attendees found the training useful to them.

Focus Area: The Elder Nutrition Program The Elder Nutrition Program of Ozaukee County provides congregate and home delivered meals from 8 dining centers located throughout the county. To encourage an increase in the number of individuals participating in the program, and to promote the benefits of good nutrition, the following goals will be undertaken:

2016 Goal: The Aging Unit will develop a training for home delivered meal volunteers as to “what to look for” when delivering a meal to a homebound senior. Activities: April-June 2016: The Aging Unit working with staff of the Aging and Disability Resource Center and Adult Protective Service Staff will develop a training curriculum to identify warning of at risk adults living in their own homes. August – Nov 2016: 100% of Home Delivered Meal volunteers will receive training mentioned above either in person or via written documentation.

2017 Goal: The Aging Unit will promote proactive nutrition planning for individuals anticipating an elective hospital stay. Activities: March-May 2017: Aging Unit staff will work with the contracted Registered Dietician to develop training materials such as: Pre-planning Meals for After a Hospital Stay and Healthy Foods to Have on Hand. Other materials may include Senior Dining menus, lists of grocers that deliver, and transportation information. June-Nov 2017: An article will be written and included in the Facts for Life Newsletter describing ways to prepare for nutrition needs following surgery. A minimum of 3 presentations on this topic will be made in the community to reach at least 50 seniors. County Plan on Aging: 2016-2018 – Template 21

2018 Goal: The Aging Unit is aware that many seniors in Ozaukee County qualify for but do not utilize area food pantry services or the Hunger Task Force Stock Box Program. Increasing knowledge and reducing stigma regarding food needs will allow more seniors to take advantage of food pantries and other resources located within their communities. Activities: March-April of 2018: Aging Unit staff will partner with staff from local food pantries to make presentations at a minimum of 5 Senior Dining Centers regarding eligibility and usage of area food pantries and the Stock Box Program. June of 2018: Information will be included in the 133 Farmers Market Voucher packets regarding availability and eligibility for food pantry and stock box services in Ozaukee County. August-Oct 2018- Aging Unit staff will develop an article to be included in the Facts for Life that will outline availability of and eligibility for all food related assistance within Ozaukee County.

Goal: Local Priorities: 2016 Goal: In Ozaukee County, the city of Port Washington, WI currently supports its Senior Center which centrally houses all senior services. The lease on this building is scheduled to end in December of 2016. At this time the continued financial support of the city is in doubt. The Aging Unit embraces its role for advocating for the seniors of Port Washington to retain a centralized location for all senior services. Activities: Jan-Dec 2016: The Aging Unit staff will take an active advocacy role by attending all public meetings surrounding the future of the Senior Center. Jan-Dec 2016: Two times during the 2016 calendar year, Aging Unit staff will compose an article to be included in the Facts for Life newsletter to update Seniors on the outcomes of meetings regarding the senior centers future.

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2017 Goal: Many non-profit agencies in Ozaukee are expressing a need for revitalizing their volunteer base. To ensure the community has an adequate number of volunteers, active recruitment of newly retired individuals will be undertaken. Activities: Feb-March 2017: The Aging Unit Elder Benefit Specialist will contact a minimum of 5 local non-profit organizations to ascertain their current need for volunteers. May-Nov 2017: The Aging Unit Elder Benefit Specialist currently offers Retirement 101 series to newly retired individuals of Ozaukee County. The Elder Benefit Specialist will develop and incorporate a brief training module to add to the Retirement 101 series that outlines the benefits of remaining active in your community as well as identifies a variety of volunteer opportunities within the county. This module will be presented to a minimum of 35 individuals attending the Retirement 101 Series.

2018 Goal: Aging in Stride is a nine week educational program that touches on wellness, financial, medical, legal, and other aspects to achieve successful and healthy aging. The information is presented by community individuals with expertise in each session topic. The Aging Unit will plan and facilitate this education program for the benefit of seniors in Ozaukee County. Activities: Jan-March 2018: Aging Unit staff will arrange all community speakers for the 9 sessions included in the series. This includes physicians, pharmacists, attorneys, financial planners, funeral directors, dieticians, physical therapists, and other professionals who will speak during this series. Jan-April 2018: The Aging Unit will market the Aging in Stride Series to seniors in the community via at least two of the following methods:  Facts for Life Newsletter  Flyers distributed to Senior Centers and Churches  Advertisements in Local Newspapers  Website Notification  Social Media Broadcasting April-June 2018: The Ozaukee County Aging Unit will hold the series for a maximum of 100 individuals at a local accessible venue. Reduced cost transportation arrangements will be offered for those who rely on the Shared Ride Taxi system. County Plan on Aging: 2016-2018 – Template 23

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7. Coordination Between Titles III and VI

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8. Budget

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9. Compliance With Federal and State Laws and Regulations

On behalf of the county, we certify ________________________________________________________________ (Give the full name of the county aging unit) has reviewed the appendix to the county plan entitled Assurances of Compliance with Federal and State Laws and Regulations for 2016-2018. We assure that the activities identified in this plan will be carried out to the best of the ability of the tribe in compliance with the federal and state laws and regulations listed in the Assurances of Compliance with Federal and State Laws and Regulations for 2016-2018.

______________________________________________________________________ Signature and Title of the Chairperson of the Commission on Aging Date

______________________________________________________________________ Signature and Title of the Authorized County Board Representative Date

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10. Assurances The applicant certifies compliance with the following regulations: 1.

Legal Authority of the Applicant • •

•

2.

Outreach, Training, Coordination, & Public Information •

•

•

•

3.

The applicant must possess legal authority to apply for the grant. A resolution, motion or similar action must be duly adopted or passed as an official act of the applicant's governing body, authorizing the filing of the application, including all understandings and assurances contained therein. This resolution, motion or similar action must direct and authorize the person identified as the official representative of the applicant to act in connection with the application and to provide such additional information as may be required.

The applicant must assure that outreach activities are conducted to ensure the participation of eligible older persons in all funded services as required by the Bureau of Aging and Disability Resources designated area agency on aging. The applicant must assure that each service provider trains and uses elderly persons and other volunteers and paid personnel as required by the Bureau of Aging and Disability Resources designated area agency on aging. The applicant must assure that each service provider coordinates with other service providers, including senior centers and the nutrition program, in the planning and service area as required by the Bureau of Aging and Disability Resources designated area agency on aging. The applicant must assure that public information activities are conducted to ensure the participation of eligible older persons in all funded services as required by the Bureau of Aging and Disability Resources designated area agency on aging.

Preference for Older People With Greatest Social and Economic Need The applicant must assure that all service providers follow priorities set by the Bureau of Aging and Disability Resources designated area agency on aging for serving older people with greatest social and economic need.

4.

Advisory Role to Service Providers of Older Persons The applicant must assure that each service provider utilizes procedures for obtaining the views of participants about the services they receive.

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5.

Contributions for Services •

• •

• •

6.

The applicant shall assure that agencies providing services supported with Older Americans Act and state aging funds shall give older adults a free and voluntary opportunity to contribute to the costs of services consistent with the Older Americans Act regulations. Each older recipient shall determine what he/she is able to contribute toward the cost of the service. No older adult shall be denied a service because he/she will not or cannot contribute to the cost of such service. The applicant shall provide that the methods of receiving contributions from individuals by the agencies providing services under the county/tribal plan shall be handled in a manner that assures the confidentially of the individual's contributions. The applicant must assure that each service provider establishes appropriate procedures to safeguard and account for all contributions. The applicant must assure that each service provider considers and reports the contributions made by older people as program income. All program income must be used to expand the size or scope of the funded program that generated the income. Nutrition service providers must use all contributions to expand the nutrition services. Program income must be spent within the contract period that it is generated.

Confidentiality •

•

•

•

The applicant shall ensure that no information about, or obtained from an individual and in possession of an agency providing services to such individual under the county/tribal or area plan, shall be disclosed in a form identifiable with the individual, unless the individual provides his/her written informed consent to such disclosure. Lists of older adults compiled in establishing and maintaining information and referral sources shall be used solely for the purpose of providing social services and only with the informed consent of each person on the list. In order that the privacy of each participant in aging programs is in no way abridged, the confidentiality of all participant data gathered and maintained by the State Agency, the Area Agency, the county or tribal aging agency, and any other agency, organization, or individual providing services under the State, area, county, or tribal plan, shall be safeguarded by specific policies. Each participant from whom personal information is obtained shall be made aware of his or her rights to: (a) Have full access to any information about one’s self which is being kept on file;

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(b) Be informed about the uses made of the information about him or her, including the identity of all persons and agencies involved and any known consequences for providing such data; and, (c) Be able to contest the accuracy, completeness, pertinence, and necessity of information being retained about one’s self and be assured that such information, when incorrect, will be corrected or amended on request. •

•

All information gathered and maintained on participants under the area, county or tribal plan shall be accurate, complete, and timely and shall be legitimately necessary for determining an individual’s need and/or eligibility for services and other benefits. No information about, or obtained from, an individual participant shall be disclosed in any form identifiable with the individual to any person outside the agency or program involved without the informed consent of the participant or his/her legal representative, except: (a) By court order; or, (b) When securing client-requested services, benefits, or rights.

•

•

The lists of older persons receiving services under any programs funded through the State Agency shall be used solely for the purpose of providing said services, and can only be released with the informed consent of each individual on the list. All paid and volunteer staff members providing services or conducting other activities under the area plan shall be informed of and agree to: (a) Their responsibility to maintain the confidentiality of any client-related information learned through the execution of their duties. Such information shall not be discussed except in a professional setting as required for the delivery of service or the conduct of other essential activities under the area plan; and, (b) All policies and procedures adopted by the State and Area Agency to safeguard confidentiality of participant information, including those delineated in these rules.

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Appropriate precautions shall be taken to protect the safety of all files, microfiche, computer tapes and records in any location which contain sensitive information on individuals receiving services under the State or area plan. This includes but is not limited to assuring registration forms containing personal information are stored in a secure, locked drawer when not in use.

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7.

Records and Reports •

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Licensure and Standards Requirements •

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The applicant shall keep records and make reports in such form and requiring such information as may be required by the Bureau of Aging and Disability Resources and in accordance with guidelines issued solely by the Bureau of Aging and Disability Resources and the Administration on Aging. The applicant shall maintain accounts and documents which will enable an accurate review to be made at any time of the status of all funds which it has been granted by the Bureau of Aging and Disability Resources through its designated area agency on aging. This includes both the disposition of all monies received and the nature of all charges claimed against such funds.

The applicant shall assure that where state or local public jurisdiction requires licensure for the provision of services, agencies providing services under the county/tribal or area plan shall be licensed or shall meet the requirements for licensure. The applicant is cognizant of and must agree to operate the program fully in conformance with all applicable state and local standards, including the fire, health, safety and sanitation standards, prescribed in law or regulation.

Civil Rights •

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The applicant shall comply with Title VI of the Civil Rights Act of 1964 (P.L. 88-352) and in accordance with that act, no person shall on the basis of race, color, or national origin, be excluded from participation in, be denied benefits of, or be otherwise subjected to discrimination under any program or activity under this plan. All grants, sub-grants, contracts or other agents receiving funds under this plan are subject to compliance with the regulation stated in 9 above. The applicant shall develop and continue to maintain written procedures which specify how the agency will conduct the activities under its plan to assure compliance with Title VI of the Civil Rights Act. The applicant shall comply with Title VI of the Civil Rights Act (42 USC 2000d) prohibiting employment discrimination where (1) the primary purpose of a grant is to provide employment or (2) discriminatory employment practices will result in unequal treatment of persons who are or should be benefiting from the service funded by the grant. All recipients of funds through the county/tribal or area plan shall operate each program or activity so that, when viewed in its entirety, the program or activity is accessible to and usable by handicapped adults as required in the Architectural Barriers Act of 1968.

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10.

Uniform Relocation Assistance and Real Property Acquisition Act of 1970

The applicant shall comply with requirements of the provisions of the Uniform Relocation and Real Property Acquisitions Act of 1970 (P.L. 91-646) which provides for fair and equitable treatment of federal and federally assisted programs. 11.

Political Activity of Employees

The applicant shall comply with the provisions of the Hatch Act (5 U.S.C. Sections 7321-7326), which limit the political activity of employees who work in federally funded programs. [Information about the Hatch Act is available from the U.S. Office of Special Counsel at http://www.osc.gov/] 12.

Fair Labor Standards Act

The applicant shall comply with the minimum wage and maximum hours provisions of the Federal Fair Labor Standards Act (Title 29, United States Code, Section 201-219), as they apply to hospital and educational institution employees of state and local governments. 13.

Private Gain

The applicant shall establish safeguards to prohibit employees from using their positions for a purpose that is or appears to be motivated by a desire for private gain for themselves or others (particularly those with whom they have family, business or other ties). 14.

Assessment and Examination of Records •

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15.

The applicant shall give the Federal agencies, State agencies and the Bureau of Aging and Disability Resources authorized Area Agencies on Aging access to and the right to examine all records, books, papers or documents related to the grant. The applicant must agree to cooperate and assist in any efforts undertaken by the grantor agency, or the Administration on aging, to evaluate the effectiveness, feasibility, and costs of the project. The applicant must agree to conduct regular on-site assessments of each service provider receiving funds through a contract with the applicant under the county or tribal plan.

Maintenance of Non-Federal Funding •

The applicant assures that the aging unit, and each service provider, shall not use Older Americans Act or state aging funds to supplant other federal, state or local funds.

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16.

The applicant must assure that each service provider must continue or initiate efforts to obtain funds from private sources and other public organizations for each service funded under the county or tribal plan.

Regulations of Grantor Agency

The applicant shall comply with all requirements imposed by the Department of Health and Family Services, Division of Supportive Living, Bureau of Aging and Disability Resources concerning special requirements of federal and state law, program and fiscal requirements, and other administrative requirements. 17.

Older Americans Act

The applicant shall comply with all requirements of the Older Americans Act (PL 89-73). 18.

Federal Regulations

The applicant shall comply with all federal regulations (45 CFR 1321) governing Older Americans Act funds and programs. 19. Wisconsin Elders Act The aging unit must comply with the provisions of the Wisconsin Elders Act. Wisconsin Statutes Chapter 46.82 Aging unit. “Aging unit” means an aging unit director and necessary personnel, directed by a county or tribal commission on aging and organized as one of the following: (1) (2) (3) (4) (5)

An agency of county or tribal government with the primary purpose of administering programs of services for older individuals of the county or tribe. A unit, within a county department under s. 46.215, 46.22 or 46.23, with the primary purpose of administering programs of and services for older individuals of the county A private corporation that is organized under ch. 181 and that is a nonprofit corporation, as defined in s. 181.0103 (17).

Aging Unit; Creation. A county board of supervisors of a county, the county boards of supervisors of 2 or more contiguous counties or an elected tribal governing body of a federally recognized American Indian tribe or band in this state may choose to administer, at the county or tribal level, programs for older individuals that are funded under 42 USC 3001 to 3057n, 42 USC 5001 and 42 USC 5011 (b). If this is done, the county board or boards of supervisors or tribal governing body shall establish by resolution a county or tribal aging unit to provide the services required under this section. If a county board of supervisors or a tribal governing body chooses, or the county boards of supervisors of 2 or more contiguous counties choose, not to County Plan on Aging: 2016-2018 – Template 33

administer the programs for older individuals, the department shall direct the area agency on aging that serves the relevant area to contract with a private, nonprofit corporation to provide for the county, tribe or counties the services required under this section. Aging Unit; Powers and Duties. In accordance with state statutes, rules promulgated by the department and relevant provisions of 42 USC 3001 to 3057n and as directed by the county or tribal commission on aging, an aging unit: (a)

Duties. Shall do all of the following:

1. Work to ensure that all older individuals, regardless of income, have access to information, services and opportunities available through the county or tribal aging unit and have the opportunity to contribute to the cost of services and that the services and resources of the county or tribal aging unit are designed to reach those in greatest social and economic need. 2. Plan for, receive and administer federal, state and county, city, town or village funds allocated under the state and area plan on aging to the county or tribal aging unit and any gifts, grants or payments received by the county or tribal aging unit, for the purposes for which allocated or made. 3. Provide a visible and accessible point of contact for individuals to obtain accurate and comprehensive information about public and private resources available in the community which can meet the needs of older individuals. 4. As specified under s. 46.81, provide older individuals with services of benefit specialists or appropriate referrals for assistance. 5. Organize and administer congregate programs, which shall include a nutrition program and may include one or more senior centers or adult day care or respite care programs, that enable older individuals and their families to secure a variety of services, including nutrition, daytime care, educational or volunteer opportunities, job skills preparation and information on health promotion, consumer affairs and civic participation. 6. Work to secure a countywide or tribal transportation system that makes community programs and opportunities accessible to, and meets the basic needs of, older individuals. 7. Work to ensure that programs and services for older individuals are available to homebound, disabled and non-English speaking persons, and to racial, ethnic and religious minorities. 8. Identify and publicize gaps in services needed by older individuals and provide leadership in developing services and programs, including recruitment and training of volunteers, that address those needs. 9. Work cooperatively with other organizations to enable their services to function effectively for older individuals. 10. Actively incorporate and promote the participation of older individuals in the preparation of a county or tribal comprehensive plan for aging resources that identifies needs, goals, activities and county or tribal resources for older individuals. County Plan on Aging: 2016-2018 – Template 34

11. Provide information to the public about the aging experience and about resources for and within the aging population. 12. Assist in representing needs, views and concerns of older individuals in local decision making and assist older individuals in expressing their views to elected officials and providers of services. 13. If designated under s. 46.27 (3) (b) 6., administer the long-term support community options program. 14. If the department is so requested by the county board of supervisors, administer the pilot projects for home and community-based long-term support services under s. 46.271. 15. If designated under s. 46.90 (2), administer the elder abuse reporting system under s. 46.90. 16. If designated under s. 46.87 (3) (c), administer the Alzheimer’s disease family and caregiver support program under s. 46.87. 17. If designated by the county or in accordance with a contract with the department, operate the specialized transportation assistance program for a county under s. 85.21. 18. Advocate on behalf of older individuals to assist in enabling them to meet their basic needs. 19. If an aging unit under sub. (1) (a) 1. or 2. and if authorized under s. 46.283 (1) (a) 1., apply to the department to operate a resource center under s. 46.283 and, if the department contracts with the county under s. 46.283 (2), operate the resource center. 20. If an aging unit under sub. (1) (a) 1. or 2. and if authorized under s. 46.284 (1) (a) 1., apply to the department to operate a care management organization under s. 46.284 and, if the department contracts with the county under s. 46.284 (2), operate the care management organization and, if appropriate, place funds in a risk reserve. (b) Powers. May perform any other general functions necessary to administer services for older individuals. (4) Commission On Aging. (a) Appointment. 1. Except as provided under sub. 2., the county board of supervisors in a county that has established a single-county aging unit, the county boards of supervisors in counties that have established a multicounty aging unit or the elected tribal governing body of a federally recognized American Indian tribe or band that has established a tribal aging unit shall, before qualification under this section, appoint a governing and policy-making body to be known as the commission on aging. 2. In any county that has a county executive or county administrator and that has established a single-county aging unit, the county executive or county administrator shall appoint, subject to confirmation by the county board of supervisors, the commission on aging. A member of a commission on aging appointed under this subdivision may be removed by the county executive or county administrator for cause. County Plan on Aging: 2016-2018 – Template 35

(b) Composition. A commission on aging, appointed under par. (a) shall be one of the following: 1. For an aging unit that is described in sub. (1) (a) 1. or 2., organized as a committee of the county board of supervisors, composed of supervisors and, beginning January 1, 1993, advised by an advisory committee, appointed by the county board. Older individuals shall constitute at least 50% of the membership of the advisory committee and individuals who are elected to any office may not constitute 50% or more of the membership of the advisory committee. 2. For an aging unit that is described in sub. (1) (a) 1. or 2., composed of individuals of recognized ability and demonstrated interest in services for older individuals. Older individuals shall constitute at least 50% of the membership of this commission and individuals who are elected to any office may not constitute 50% or more of the membership of this commission. 3. For an aging unit that is described in sub. (1) (a) 3., the board of directors of the private, nonprofit corporation. Older individuals shall constitute at least 50% of the membership of this commission and individuals who are elected to any office may not constitute 50% or more of the membership of this commission. (c) Terms. Members of a county or tribal commission on aging shall serve for terms of 3 years, so arranged that, as nearly as practicable, the terms of one-third of the members shall expire each year, and no member may serve more than 2 consecutive 3-year terms. Vacancies shall be filled in the same manner as the original appointments. A county or tribal commission on aging member appointed under par. (a) 1. may be removed from office for cause by a two-thirds vote of each county board of supervisors or tribal governing body participating in the appointment, on due notice in writing and hearing of the charges against the member. (c) Powers and duties. A county or tribal commission on aging appointed under sub. (4) (a) shall, in addition to any other powers or duties established by state law, plan and develop administrative and program policies, in accordance with state law and within limits established by the department of health and family services, if any, for programs in the county or for the tribe or band that are funded by the federal or state government for administration by the aging unit. Policy decisions not reserved by statute for the department of health and family services may be delegated by the secretary to the county or tribal commission on aging. The county or tribal commission on aging shall direct the aging unit with respect to the powers and duties of the aging unit under sub. (3). (5) Aging Unit Director; Appointment. A full-time aging unit director shall be appointed on the basis of recognized and demonstrated interest in and knowledge of problems of older individuals, with due regard to training, experience, executive and administrative ability and general qualification and fitness for the performance of his or her duties, by one of the following: County Plan on Aging: 2016-2018 – Template 36

(a) 1. For an aging unit that is described in sub. (1) (a) 1., except as provided in subd. 2., a county or tribal commission on aging shall make the appointment, subject to the approval of and to the personnel policies and procedures established by each county board of supervisors or the tribal governing body that participated in the appointment of the county or tribal commission on aging. 2. In any county that has a county executive or county administrator and that has established a single-county aging unit, the county executive or county administrator shall make the appointment, subject to the approval of and to the personnel policies and procedures established by each county board of supervisors that participated in the appointment of the county commission on aging. (b) For an aging unit that is described in sub. (1) (a) 2., the director of the county department under s. 46.215, 46.22 or 46.23 of which the aging unit is a part shall make the appointment, subject to the personnel policies and procedures established by the county board of supervisors. (d) For an aging unit that is described in sub. (1) (a) 3., the commission on aging under sub. (4) (b) 3. shall make the appointment, subject to ch. 181.

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11. Appendices

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