Finance Data Workshop
For Part C Coordinators
May 22, 2006
OUTCOMES FOR THE WORKSHOP
Participants will:
- gain information about major fiscal issues challenging Part C now
- gain information about a Part C Finance System Framework
- gain information about state and federal resources, supports and services
for Part C
- understand expectations and application process for long-term
initiative that will include the Part C Finance Leadership Symposium and
other technical assistance opportunities
- gain information about a self-assessment tool designed to assist
states in understanding the "health" of their finance system.
AGENDA
Monday, May 22, 2006
| 9:00 - 9:45 |
Welcome and Introductions
Tal Black, NECTAC, Stephanie Moss, ITCA and Jim Henson, RRC
- Please complete comment/survey card on the table
|
| 9:45 - 10:15 |
Update from OSEP
David Steele, OSEP
- Update on the finance monitoring indicators
- Current status of OSEP plan to pilot the indicators
Handout - Financial Requirements of the Part C Grant Application
|
| 10:15 - 10:45 |
Overview of the Day and Outcomes for this Series of TA Opportunities
Anne Taylor, NECTAC
- Part C Finance System Framework
- Self-Assessment Tool
PPT Presentation - Why Are We Here and Where Are We Going
|
| 10:45 - 11:00 |
Break |
| 11:00 - 12:00 |
Introduction to the Finance Framework
Maureen Greer, Emerald Consulting
Overview of the Framework
- A Framework For Developing and Sustaining a Part C Finance System and Key
Features of The Framework
- The Importance of a Vision
- Resources, Supports and Services
PPT Presentation - Developing a Framework for an Early Intervetnion
System of Care
Handout - Finance Paper-A Structure for Developing and Sustaining
a Part C Finance System
|
| 12:00 - 1:00 |
Lunch - 1 hour
|
| 1:00 - 1:40 |
Compendium of Resources, Supports and Services
Sue Mackey Andrews, Solutions Consulting
PPT Presentation - Linking Demographics with Resources,
Supports and Services
|
| 1:40 - 2:00 |
Overview of the Upcoming Finance Symposium
Ron Benham, Part C Coordinator - Massachusetts
- Complete the Self-Assessment
- Expectations for participation
- Submit application for participation
|
| 2:00 - 2:45 |
Introduction to the Self-Assessment Tool
Sue Mackey Andrews, Solutions Consulting
Section 1 - Demographics/Data
PPT Presentation - The Self-Assessment Tool, Section 1:
Demographics
Handouts:
State examples of how data may be used:
- MA - Ron Benham, Part C Coordinator
Handout - Excel spreadsheet of state data
- GA - Stephanie Moss, Part C Coordinator
- NM - Andy Gomm, Part C Coordinator
|
| 2:45 - 3:00 |
Break |
| 3:00 - 3:45 |
Introduction to the Self Assessment Tool - Continued
Section II - Fiscal Needs Assessment
- Current use of funds - quantified resources
PPT Presentation - Step 2: Fiscal Needs Assessment
Maureen Greer, Emerald Consulting
Handouts:
- Sec. 2 - Financial Needs Assessment
- Instructions
Section III -- Political and Economic Context
- Priorities, political change and collaboration
PPT Presentation - Introduction to Section 3: State Political and Economic Context
Tal Black, NECTAC
Handout - Sec. 3 - State Political & Economic Context with Instructions
|
| 3:45 - 4:15 |
What Have We Learned Today?
Stephanie Moss, Part C Coordinator
- Ah-ha's
- That's Interesting
- Uh-oh's
- I didn't know that
|
| 4:15 - 4:30 |
Next Steps and Adjourn
Anne Taylor, NECTAC |
|
Additional Resource
Webography
Annotated Resources |
| |
