Surviving The 704 Report: Answering Your FAQ's. Call Two: Statewide IL Councils and DSUs August 24, 2006 Presenters: Tom Kelley, Julia Sain, Felipe Lulli, Sean Barrett, Pamela Hodge and Richard Petty. SHARON: Good afternoon, everyone. Welcome to today's webcast, presented by Julia Sain, Felipe Lulli, Tom Kelly, Pamela Hodge and Sean Barrett and this webcast is being presented to you by IL NET on behalf of the Rehabilitation Services Administration. My name is Sharon Finney, and I'm with ILRU, your host for today's event. Before we get started, I want to cover a couple of housekeeping issues. For those of you on the webcast today, to submit your questions, you can click on the E-mail or question link on the tab of the bottom of your player screen or you can E-mail them directly to firstname.lastname@example.org. And for those of you that are participating via the teleconference, Dawn can provide you with some instructions on how to get your questions asked today. Dawn... OPERATOR: Yes, ma'am, if you're on the audio portion of today's call, you may press the 01 to ask your question. Your name will be announced and at that time you may submit your question to the speakers for today's call. SHARON: Thank you, Dawn. Additionally, if any of you should have technical difficulties with the webcast, please feel free to give us a call at (713)520-0232. Again, thank you all for joining us today and now I'm happy to introduce Tim Fuchs. Good afternoon, Tim. TIM: Good afternoon to everyone else, too. I'm glad that you all could join us for the training on the 704 report today which is the second in this series. Today call is for statewide independent living councils completing part 1 of the 704 and I also have to thank RSA's IL unit for making themselves avail to plan and co-host this event and to Julia Sain who'll be your primary trainer today. As I mentioned the conference -- and Sharon mentioned, too -- the conference is brought to you by IL NET, a collaborative project of ILRU and NCIL. The project is funded by RSA and if you're not familiar witness, it's a national training project (Inaudible) which serves to strength ten independent living movement by supporting centers for independent living and state independent living councils. IL NET offers workshops, teleconferences, technical assistance, online courses, training materials, publications and other resources on operating CIL's and SILC. I also need to let you know if you have not already received or downloaded today's materials, you can get them at both ILRU's website and NCIL's website and I'll give the web address most ease toy relay and that www.ncil.org/704. html. I'll remind you that your feedback on this call is very important to us. We do review every evaluation form that we receive and visiting that web address will not only enable you to download the 704 report, instructions and instruments for both parts 1 and 2 for CILs and SILCs, will also give you the evaluation form. I really hope and ask that you take just a few minutes to fill that out so that we can see what you think of our program. And again, I'll remind you that that was 01 to ask questions for the telephone participants and for our webcast participants you may ask questions by E-mailing email@example.com. Also need to take a moment to introduce our trainers today. First of which is Julia Sain. Julia is the executive direct of the Disability Rights and Resources center in Charlotte, North Carolina. Also with us is Tom Kelley, who is chief of the independent living program at RSA. And from that same staff are Felipe Lulli who is an IL program specialist there, Sean Barrett of the same title and Pamela Hodge of the same title. We're taping this call today and you'll be able to access an archived copy at ilru.org within one to two weeks of today's call. So I want to go ahead and let us get started but before we do, I'm going to turn it over to Richard Petty for just a moment so he can talk about future training plans. RICHARD: Thank you, Tim. It's a pleasure to be able to be here for all of us to be with you today to do this important training. And we've had questions about how training activities will be continued and how there can be input into the process of developing the 704 and modifying the 704. And those are two important issues and issues that I wanted to address as we begin our telecast. There will be many questions today and if our webcast today is like the webcast that we had yesterday, it may not be possible to answer all questions. And if that is the case, the questions that you -- that are unanswered that you have made or have asked will be placed on the bulletin board at the ncil.org website. There is a bulletin board especially set up for this 704 webcast. And you can get to that by going to the ncil.org website, going to the members only web forums and even though it says members only, that's not true for this forum. After you've clicked on that, you will then go to the 704 forum and you will find a place where we will be posting questions from the webcast if it's not possible to answer them and where you, yourself, may post questions that you have if you feel that you need additional clarification. The staff of RSA will be responding to those questions on the -- on the web board and as those answers are completed, we will begin developing a frequently asked questions document that will cover 704 questions and answers. There will be additional training on The 704 Report on a continual basis because the report is something that we must do every year and it will be appropriate that we -- that we have additional telephone conference and other webcast trainings to orient additional -- additional staff to The 704 Report and also to orient you about changes to the 704 report. Another question that has been asked is how is there input into the -- into the 704 report and one way that input that is been received is through the NCIL work group that has been addressing outcome measures. RSA asked the work group to review some of the initial questions that were used to develop later on the answers that comprised the bulk of the training that is going on today. And certainly I think that everyone involved, RSA and the members of the work group, would agree that there was spirited discussion and not always agreement among everyone present, but a Colorado edge yale and professional perspective where that kind of dialogue can continue with NCIL and RSA. ILRU's role is to implement through the IL NET the decisions that RSA reaches about how the report should be completed and that is what we are about today, is to make sure that that perspective is clear to those of you who are on this webcast. And the person who is going to take the lead in that is someone who is very experienced and has filled out many 704 reports and I commend her to you. That's Julia Sain. Julia... JULIA: Thank you, Richard. Good afternoon or morning to all of you. I would like to say that it's been my experience as you know that you can put three SILC directors or folks who fill out these Part 1 704's in a room and you're going to get three different definitions on a lot of parts of the 704. You're going to hear things like, "Well, nobody ever told me I was doing it wrong before." or "This is how my regional person told me to do it." Well, I can tell you that one of the positives about consolidating those RSA regional offices into the central office in D. C. is that there will now be one answer to our questions. And whether you agree or disagree with the answer, it is "the truth." it's sort of like the Joe Friday report for those of you old enough to know what I mean. It is just the facts. And RSA will tell us what the answer is and we will comply. You're going to hear some of those today when you ask your questions later in the telecast or post them to the forum. What you're going to be getting back is "the answer" not one of the possible answers, but it will be "the answer." Now, why is the 704 changing this time? We heard -- we started hearing over a year ago about March or April even of last year something called the P-A-R-T which stood for program assessment rating tool. And as we began to hear about it, we began using it like the four letter word that it is, but here is what happened: The federal Office of Management and Budget reviewed all the data from the 704's, both parts 1 and 2. Now, who is the Office of Management and Budget? Well, they are the folks up in D. C. who only believe numbers and what numbers prove. They don't like stories. They don't like anecdotes. They only like numbers. And we all agree that it is difficult to prove our successes with numbers. We talk about how many people we serve. We can talk about how many units of something we provide, but that still does not quantify actual change taking place. And so the Office of Management and Budget told RSA that from our report they could not count change. They could not count something that had been changed. And so they reported back that independent living as a program, the results were not demonstrated. The results of our work were not demonstrated. And we all got really upset about that because we see the results of our work every day. And we feel like we demonstrate them very well, thank you. But what that really meant in bureaucracy speak is you got to show us numerical proof of change. And then RSA was stuck because they needed to figure out how to ask us, as centers and SILCs, for the information that would make OMB happy and still keep our frustration level low enough that we would not lose sight of what we are about and what we do so well. And so this is the document they came up with. It is not perfect and it still might not make OMB happy but we're getting a lot closer and it's showing OMB that we're all collectively working on this effort to give them what they need in order for them to see the change that we create. This is a process. This report -- the 704, part 1, is not so much about the SILC or even the state as it is just about the data, and if in the future it is determined that this data still doesn't prove what we do, then we'll find different ways to report the data. Now, it has always been true that this report is not going to judge or compare one state's -- one SILC to another. We are just gathering collective information. Now, as we go through this today, you're going to see requests for information that you may not be able to provide. I mean, maybe you haven't even collected this data. Maybe your database isn't currently set up to respond to it. Well, make your best effort, not just a good-faith effort, but your best effort. Now, I'll show you near the end of the training how you can put your excuses and all that kind of stuff at the end; but this is a transitional year, and we need the best data possible this year to build on. Now, we want to be able to get through the entire reporting form and to answer all the questions that we have time for, so I'm respectfully requesting that when you have a question or a comment, that it be specific to clarification and not to vent your frustration on having to do it in the first place. Because we all share that, and there is a place on the 704 where you can vent. Isn't that cool? Most of my funding sources don't allow that. Remember that this reporting instrument is a compromise, which means nobody is really completely happy with it, but fundamentally the information that you're being asked is the same as it's always been. We're just massaging it a little differently, manipulating it and reporting it a little differently, but it's coming from the same sources that we've always used before. It's important for you to focus on the SILC showing the impact on your state's citizens with disabilities as much as possible through the efforts of your SILC. Now, one thing I want to make sure that we all understand as we are going to go through this is the difference between a 722 state and a 723 state. Primarily, let me just say this: If you are a 723 state, you know it. And if you're a 722 state, you probably have never even heard that or paid much attention to it. So if you hear me say 722, 723, I don't want you to get confused. So let me just tell you the difference. Let me start with 723 and do it backwards. A 723 state is a state where the DSU, the designated state unit, gives grants or assistance contracts with Part C to entities out there in the state and for the operation of centers. So the state gets the money and the state gives the money. The rest of us, which is the vast majority, are 722. Now,s why does that matter? Well, first of all, the submission is different. How to submit it is different. When to submit it is different. And there is one whole section in here that is only to be filled out by 723. I cannot off the top of my head quote what those are. There are just a few. Someone from RSA may be able to rattle them off, but if you don't know which you are, you're a 722. That would be my rule of thumb. Does anyone from RSA have a comment before we go into Subpart I? Okay. Then let's move into Subpart I. I hope you have the instrument in front of you. Otherwise, this is going to be somewhat confusing. But if you have the instrument in front of you, and we're starting with Subpart I, the administrative data. You've got the funds that come in and the way that they are distributed. First part, you've seen this before, Section A, the funds that come in. Now, filling this out is not a big deal because if you have administered funds and you have an accountant or someone who is able to fill out budgets, you can do this. Where did your money come from? Note already that we're referring to 723. Under item 1, the federal funds received, B, you only fill that in which is the Title VII Part C funds if you are a 723 state. So I will pick on North Carolina since that's the one I know. We are not a 723. So in that line there will be a zero. It's not how much Part C money comes into the state, it's how much money comes to the state which doesn't happen unless you're a 723. As you go down to all of the other ways that a SILC can have money, if it's a zero, if you don't have fees for service or you don't have other resources like foundations or something, be sure to put in a zero. If you don't put in a zero, it's going to look like you forgot to answer that question. So always -- through this whole document -- remember to put in a zero if that's pertinent. And then let me say something about Pass Through funds. I kind of refer to these as Teflon funds, that they can't stick to you. If you are receiving funds that you can siphon off for operational expenses, then that is not a pass through, that's something that you get to keep for operational expenses; but if you as either the SILC director or the SILC chair or whoever is doing this, if you don't have the flexibility to use that money, to siphon that money off for something operational, if it has to go through you because you are a conduit, then that's Pass Through money and that goes right through you and on to something else. Even though the instructions say if you're looking at it, amount of other government funds, actually it doesn't have to be government funds. It can be anything. If you get foundation money and some of that has to be you're only a conduit for that, rare as that would be, you would have to put that on that line. So that item 6 shows the net operational resources, the money you did have purview over and the ability to use for some type of operational expense. Now, as we go to the next section, the next section, Section B, C and D are all very connected and I'm going to try to explain them so they make sense as you flow. It's almost like a flow chart. FELIPE: Julia, I'm sorry to interrupt. This is Felipe Lulli. Can you hear me? JULIA: Yes. FELIPE: I just want to clarify something that you mentioned regarding the funding sources, funding resources. I don't want to give the impression that this is money that a SILC receives necessarily. This is the money -- in most cases it's going to be money that the DSU receives and, you know, it might also be money a SILC receives, but this is not equivalent to the SILC budget. This is mostly money available for the activities in the SPIL and that come through in most cases the DSU. So I just wanted to clarify that. JULIA: Thank you very much for doing that because our SILCs are so different across the country, that there are situations, yes, the DSU could receive some funds to provide some assistance with the activities in the state plan. So thank you. That is exactly right. Okay, now Section B is specific to Part B funds. You know when you see this list of activities, you can probably quote them in your sleep because these are the eight things that you can do or eight activities that are allowed with Part B dollars. And you have addressed these in your CIL's and so these are self-explanatory and you've dealt with them a lot. But you have two columns here. How much did you spend of this directly? And how much of it did you spend through a grant or a contract? And so when you look at the Part B funds, you have in your state plan, you have your budget and so forth and you list, for example, how much of the Part B funds were provided resources for the SILC to carry out its function? Did the SILC or the DSU write the Part B check directly to that entity? Then that's going to go in the first column. But if it was an RFP, which is a request for proposal or an RFQ, request for quotations, you would put it in the next column. It is still the activities for the carrying out the SILC functions, it's just how did you do it. And all the way down to the eight waste you can use the SILC Part B money it's. Is what did you spent directly, the second column is what did you do by grant or contract? The second column is going to get more scrutiny as we go through the document. So you think about the second column, the grants or contracts, the RFQ's, RFP's, whatever, and you switch over the Section C, which is the next section. And if you put these two pages side by side, on the left column under name of grantee or contractor, you have the names of all the entities that are represented in the second column in Section B. If a grantee receives funds for more than one use, then you list them separately. So you have the name of the grantee or contractor which you see it says based on the activities in Section B, so you can just regurgitate that over to here. How much of it was Part B, what was not Part B if that entity put in some of its own money or whatever, and then the consumer eligibility that was determined by the DSU and the CSR's that were kept. All of this is going to report just on those grantees. Those grantees and those contractors and so at the bottom there you've got how much was Part B funded and what was not Part B funded and doesn't take an accountant to figure out that the number under total amount of contracts and grants, under amount of Part B funds, is your amount of Part B funds. What your Part B funds are. That should be an equal number there. That's a way for you to go back and check. Now, let's say some of this you have a grant that you give out to centers for independent living in your state for their operations because as you see over in activities, as you know, you have an activity that allows you to provide the support for the general operation of your CIL. That's number 4. No. 2 above it is to provide independent living services directly to individuals with specific disabilities. Those entities that receive grants, if they do or contracts for that, need to be listed here; but if it's only for the operation of a center or independent living services, you don't have to ever list them again. But if it's for something other than that, activities 1, 3, 5, 6, 7 and 8, then you have to list them again. And that would be in Section D, the grants or contracts for purposes other than providing independent living services or the general operation of centers. Let me go through this and try to give you an example. My center is Disability Rights and Resources. So you're all going to pretend like I'm in your state and let's say that you have grant process by which you grant my center $10,000 of Part B money just for operations. So -- and I'm the only center you've got. That's going to make it really easy. Section B, activities that were conducted, line 4, the support of general operation of CIL's, the second column, expenditures by grants, you're just going to put the amount, $10,000. Section C, you're going to put my name on the line, Disability Rights and Resources. Use of funds, supported the general operation of CIL. The sum of Part B funds, $10,000. So we go down -- now the only reason -- the only thing I go, the only grant to that entity, to my entities was for the general operation of centers. You don't put me in Section D. So let's say that you have another contract. You have a contract with, oh, let's just play with ILRU. Let's just say for fun that you as a SILC have a grant out there for training because that's one of the things you can do is provide training on No. 7, back on Section D. So it provided training regarding the independent living philosophy. You put out a request for quotation, you receive several responses. ILRU gave you the best smoking deal on the planet and so under expenditures for services rendered by grant or contract, let's say you gave them $8,000 because they're not worth as much as I am. You gave them $8,000 for that training. Over under Section C, you will list ILRU. Use of funds, provided training regarding the independent living philosophy. How much? $8,000. That name goes in Section D also because it was something other than operation of centers and direct independent living services. Then in Section D it says describe the objectives, activities and results. So you put down that the objectives of this grant, the activities that ILRU performed and the results. And for each grantee listed in Section C that wasn't a center operation or direct IL services, those are listed in Section D. In section E, we're continuing with the idea because with these grants and contractees that now are listed, you provide a summary of how it was evaluated. How did you determine that it was successful? You can include some kind of a review. You can report onsite reviews by the DSU, fiscal audits of expenditures, if there was a corrective action plan, you include that, but how do you know -- is basically the question, how do you know that that money was used in a wise fashion? What kind of fiscal responsibility did you take and activities that you conduct to make sure that that money was used properly? Now, I'm going to take a deep breath here and make sure we've gotten this part. Ire talking about the expenditure of the Part B funds, the eight ways it can be expended and all the way down through section E, you continue to massage the same information, just in a different way and give RSA information about those grantees, the activities, the amounts and so forth. Do we have any questions about that? Any comments about that from RSA? Okay. Now, we're going to talk about the section F, the administrative support and staffing. So if the DSU provides administrative support, staffing, to the SILC, this is where you need to talk about it. You're going to describe that support, but we're not talking about SILC staff. We're not talking about what CIL staff might do for the SILC. We're talking about the DSU. Because in some states without a SILC employment situation without a director or whatever, then the CILs are doing all this stuff and in other places it's the DSU. This is where it is provided by the DSU. And then in the second item, you're supposed to put information about that staffing that you listed in item 1 and what did they do or how many hours did they provide? It's very clear in the instructions how to determine that. The FTE's, which stands for full time equivalents, and that's outlined in the instructions. So the decision-making staff entered the information for the DSU and the service providers in Section C. Way back over to Section C, not counting Part C funded centers. One of the things that is different about this 704 that's very clear is we're not taking information from a Part C center's 704 and rereporting it through your 704. That's been done in the past. So they come in differently. So my 704 goes out, the North Carolina's SILC 704, the information is not duplicated. You've got mine and then you've got everything else is basically how it looks. You've got the Part C in your state and then everything else. FELIPE: Julia, I just want to make the point that most of these sections and also the table B. I think it was -- let's see what table was that -- Section C which is the table and some of the following questions, basically consolidate in the previous 704 there were several different tables that addressed the same information contained in this one table so this table is actually an example of how we have simplified and streamlined the 704 and made it easier for the DSU's and SILCs to complete. JULIA: Right. And I didn't forget to add or emphasize the fact that you have may grantees than you have position for and you'll be able electronically to add rows to this so all of your grantees have an opportunity to be listed. Thank you. Okay, section G now, this is the part just for 723's. If you're a 723 state, and this is a very new section. This is something that was just added for you guys, how did you distribute the Part C funds to the centers? You have to -- you have a chart that has the name of the center, the amount of the Part C funds received, what their cost of living, yes or no, was there excess funds after the cost-of-living increase, yes or no, was this a new center this year? And was there an onsite compliance review of the center, yes or no? And it's explained I think in -- just before this chart you have a list of what each of those columns is supposed to include. But all of this under section G is just for 723. So the first thing it talks about your CIL and how the money was distributed and how you made that decision if it was new. Item No. 2 is your administrative support services, what support services did the DSU give in order to administer your Part C program? No. 3, how did you monitor your Part C centers? And there is supposed to be by statute, 15 percent of the centers that receive Part C funds under this section are supposed to be reviewed every year and they are supposed to include the following four elements. Here is where you do a narrative about that. How dup monitor and how did you ensure compliance? And then in section 4, item 4, you know, what's new with the Part C's in your state in what's new with your Part C program? Or what's gone wrong or what are some of the obstacles or some of the issues? If you don't use your opportunities to either brag about your program or give excuses for your program, then RSA is not going to have a full picture. If RSA comes on site for a review, which they will, because that's what one of their missions and one of their commitments is that they are going to review all of us in a timely fashion, then you're going to say, oh, well the reason that this didn't happen according to the 704 is because our SILC director quit and we went six months without one. And your onsite review person from RSA is going to look all through your 704 and say, no, it didn't happen. This is not in the 704 report. So you can't come up with an excuse on the fly. Put it in here. Air your dirty laundry, and then you can say, hey, we told you that we didn't have a SILC director for six months and you're a whole lot better off. You're not going to be punished, quote-unquote, for telling the truth. Just a matter of don't try to hide something because you can't. They'll find you. They will. That's how they are. Okay, at the end of Subpart I, I want to see if anybody has any questions because it's a little bit more complicated than the part 2 Subpart I and I want to make sure that RSA has said its piece and then do we have any questions just about Subpart I? OPERATOR: Thank you. If anyone does have a question about Subpart I, you may press 01 on your telephone. The first question comes from Laurie Dickinson. CALLER: It's actually Ben Harville in this case. JULIA: Hi, Ben. CALLER:Howdy, Julia. I just noticed that there San implication that states have an obligation to do 15 percent review of Part C recipients. I was under the impression that that was a federal responsibility? JULIA: Are you 723? CALLER: I'm sorry, 723. Okay, thank you. JULIA: by. Next. OPERATOR: the next question comes from Karen. CALLER: Yes, I'm from Massachusetts. We are 723. JULIA: Yes, you are. Bless your heart. CALLER: It's a question relative to the staffing under the administrative support services, the FTE's. Is that relative to Part C or Part C because I think in the webcast it was talking to the staffing relative to Part C? JULIA: No. In fact it very clearly says excluding Part C funded CIL's. CALLER: Okay, but were we asking for the total number of FTE equivalents for the staffing for the DSU's. JULIA: for the service provides that are listed in Section C. CALLER: Okay. JULIA: So you've got to kind very go back. Look at your Section C, see where the grantees in Section C. That information has to go in here. All this sort of fits together. CALLER: Okay. FELIPE: in terms of for 723 states, that's kind of an interesting point because a 723 state would be given -- would be giving the Part C funds to the centers in their states. So for 723 state, you know, I would go ahead and include staff for the Part C centers that the state gives funds directly to. JULIA: You know what you're going to have to do? Massachusetts, you're just going to have to talk to your RSA team leader. FELIPE: Yes. Yes. CALLER: Okay, we'll do that. JULIA: 723's are only -- there are so few of you we're not sure what we're doing with you. FELIPE: Yeah, you can give me a call. I hope that you're able to understand my explanation, but if not, feel free to give me a call. CALLER: Okay. FELIPE: Great. JULIA: Next? OPERATOR: Thank you. Do we have any webcast questions at this time? SHARON: Yes, we do. We have a couple. JULIA: Okay. SHARON: Our first question is how do we record a consumer who wants to be listed as multiracial? JULIA: Now, have we gotten to the racial part yet? That's coming. SHARON: Okay. JULIA: Hang on. SHARON: All right. JULIA: if I don't answer that question in the next section, ask me again. SHARON: All right. Part 1, Section B, if the DSU gives some Part B funds to the SILC to provide resources to the SILC, to carry out its functions, would that go in the second column as a grant or as a contract? JULIA: Okay, I think the question is does it go in the second column as a grant or contract or does it go into the first column under an expenditure by the DSU? SHARON: That may be the question. JULIA: and the answer is going to be just like every answer to a 704 question, that depends. The question is what kind of a relationship was that? If it was in fact a grant, you still need to have some kind of paperwork that identifies it as such. And, therefore, it is a grant. If it is merely the entity sends you an invoice and you pay it, that's not a grant or whatever, and then it becomes an expenditure of Part B funds directly the DSU staff. SHARON: Okay, thanks. And our other question is are there areas where the differences between fee-for-service and pass through funds are not as clearly defined? JULIA: There could be. There is every possible thing in the universe. So in that situation, what I would do if I was the person who had this burning question, make a decision based upon the best advice that we've given you and the instructions, and then at the end of the report where we ask you for things we haven't asked you yet, tell us what your definition was of pass through funds or why you chose to report a certain thing that was a fee-for-service, but it really showed up as pass through. SHARON: That's all the guess I have at this point in time. JULIA: Let's fly right into Subpart II. Now, I want to say this again and I may not -- I may say it yet more times. We're not talking about the centers that receive Part C dollars because they do their own 704 report. Even in Massachusetts they do their own 704 report. And so here we are talking about the other service providers that do services for the SILC through the SILCs and examples of that could be the DSU, some of the grantees, some of the contractors. It depends on what your state plan called for, but not the centers that are doing their own 704 if they receive a Part C. And here is where we're going to answer that one question about ethnicity. See if you can answer it for yourself when we get to that part. I want to define some terms here that always have confused us and make sure that we all agree. The first is the term "CSR "consumer service record. A way long time ago, back when Ben was just a puppy, we decided that we didn't want to be called a rehabilitation type facility or agency. That our movement really wanted to not be connected to the medical model as it were. So we didn't want to have files and we didn't want to have cases, because that sounded very much like weigh were in a hospital or we were in a doctor's office or heaven forbid a rehab office. And so we decided we wanted to call them CSR's, consumer service records. It's really a file or a case; but we call them CSR's. And the statute is very clear on the elements of a CSR. What do you have to have in it in order for it to be a CSR? There are five things: You have to have documentation concerning eligibility or ineligibility, a statement about the services requested by the person, an independent living plan developed by the consumer or a waiver saying that the consumer knew he could have had an independent living plan and decided one wasn't necessary, the list of services actually provided to the consumer, and the independent living goals or objectives that are established by the consumer and achieved by the consumer. I'm going to do them again. First, is documentation concerning eligibility or ineligibility. Two, the services requested by the consumer. Three, either a signed independent living plan that was developed by the consumer or a waiver that was signed by the consumer stating that they didn't want a plan. The services actually provided to the consumer and the goals or objectives that were established by the consumer and achieved by the consumer. Now, a consumer service record could be maintained electronically. It could be maintained in a file cabinet, but it does have to have a signed either independent living plan or waiver, even if the other information is electronic. So that's what a CSR is. And I like to say in the independent living movement that it is also a consumer service relationship. It's not just a file in a drawer, but it represents a relationship between someone that you have contracted with usually from your SILC and the individuals who have these needs and have expressed these needs and have a plan of goals and hopefully a chiefs those goals. And so that is a CSR, consumer service record. Now, the next one is a consumer. And a consumer in definition of the 704 report is a person who has a CSR. They are going to be places where you'll see consumers and folks receiving I&R or information and referral. So you've got two groups of people. You've got people with a CSR and then you've got the whole rest of the masses of the world that you've worked that can only be counted as an information and referral service. And then the next one, active, inactive and closed. Just like we didn't want files and cases, we didn't want opened and closed. We didn't want 10's and 26's and 28's. We wanted something different. And so we had two choices in our CSR's, it could either be active because we were working with that person and we had a relationship, an active relationship, or the CSR became inactive. It didn't become closed, it just became inactive. That means that for whatever reason that relationship ended. RSA kind of missed the memo and when we got The 704 Report it asked for the number of cases closed. Then we started getting questions. How long should a case be inactive before it becomes closed? All right, there is no such thing as closed in a 704 or in the independent living movement. It means inactive. So there is not a third choice, active, inactive and closed. So forsake of understanding while it says closed, it just means inactive. And as I go through, I'm hoping that this is going to become clear. So you either have a relationship with that person, a staff member has a relationship with that person or doesn't. An active relationship with that person. If they do, it's active. And if they don't, it's inactive or closed, the same thing. Section A in this subpart D, wants to know how many consumers were served during the reporting year, not by centers, but the other entities that you have contracted with. So you put down the number of active CSR's, CSR's that were active, it says carried over from September 30th, that means were active on October 1. For some reason, that relationship began earlier than October 1 and is continuing through the reporting year. And so that would be the number that were carried over. That's the easiest number on the 704 to fill out and I'll show you why in a minute. Then you have the number of CSR's that were opened during the year from October 1st to September 30th. Even if it was opened for ten minutes or active is the same thing. If a case became active during that time. So you add those two up and that's going to tell you the total number of active relationships that your agency paid for, that you contracted for or whatever, during the year. The active CSR's during the year. Now, some of those CSR's, both carried over and new, are going to become inactive. Something is going to happen in that relationship and, therefore, it becomes inactive. It could be as you can see in Section B that the person moved. It could be that the person withdrew, and I want to tell you the difference. If the person moved, if you lost touch with that person, for whatever reason, you call, you can't get them. Their number has changed and you send them a letter and it comes back. The person has moved and you've lost them. You can determine that it was inactive because the person moved; but withdrawn has to be something that the person actively did. They have to make a statement. I don't ever want to see you again. Or I've changed my mind, I don't want to work with you or I don't want to be independent. It is an active statement by the consumer, not just somebody who is lost. Died, I think we can all agree on that definition. Completed all their goals that were set and they tell you I'm done, I'm happy, I'm completed. Thank you for all your work and you do that. Other, there is always some other; but anyway, why did that relationship end? How many relationships ended for each of these reasons? And you add those up. So you'll have the total number of relationships or CSR's during the year and then the total that became inactive. Now, for sake of argument and we can all continue through the process, I would like for you to come up with some fictitious numbers if it's okay. Under the number of active CSR's, pencil in 53 so we can all kind of agree that this fictitious SILC supported 53 CSR's that were carried over, and during the year, we became active of 75 more. That's 128 active CSR's during the year. That's an important number for later on. Then you say who became inactive. Now, I'm not going to go through each of these, but we're just going to agree that 42 became inactive. So if you go to the next page where it asks you to subtract the number that became inactive from the number that were totally active, you're going to have 86. That number is magic because it is the one that goes on the first line of next year because that's how the first line of next year becomes the easiest number you fill out. You take it from the year before. And so that gives you a picture of how many folks received CSR's through your support and how many became inactive and why and that's going to be very important to you. So how many do you have that are continuing a relationship into next year? Then when you look at the next one, Section D, Section D asks you of those 128 people -- remember that was the magic number -- 128 people, how many waivers do you have? How many ILPs do you have? When you add that up, it will be 128. If it's not, you can't count it as a CSR. Just because you may have a file that is languishing somewhere and has other information in it, unless it has either a signed ILP or a waiver, it's not a CSR. So that number has to equal 128. Then the age of the person. I want you to look at the age for a second. You will notice that these ages are a little different from what they were before. We did that for three reasons: One, because it sort of better dove tails with the IDEA requirements. Number two, because it meets the older Americans act definition; and three, because it is going to help us with the U.S. census because these are more of the census numbers and we can sort of look and see how our numbers compare to those numbers. So, yeah, the categories are a little bit different now. Now, all of these from here on down, age and race and so forth is going to be self-reported. And so age unavailable is only going to count if the person doesn't know how old they are. Not if you don't know how old they are because you're not filling the forms out in your CSR's based on what you think or on a phone conversation or someone you've never met. You can't have a relationship like that, so it would only be for folks who don't know how old they are. Everybody else ought to know and can report to you how old they are and that goes into the age category. You add all those up under section E, and they are supposed to equal 128 because everybody has one age. Then you have gender or sex. How many females and how many males? Self-reported. If you don't know, are you really having a relationship with that person? So that's why we don't have an unknown because everybody knows what they want to self-report, what they are. Maybe they fill out the form that you have in the CSR that says what is your age, your race, your date of birth and all of that. But the number of females and the number of males is going to equal in our fictitious report 128. Then you go down to ethnicity. Hispanics or not. Hispanic looking or not. You have to be one or the other. You have to be Hispanic or Latino or not. So when you put in those numbers and here again it is self reported, it'll equal 128. Race -- we got to the race question. Race is not going to equal 128 necessarily because you indicate the number of consumers and an individual can select more than one because these are self-reported. And so it could equal 128. It can't equal less than 128, but it might definitely be more. You might have someone who marks both black and Asian or white and American Indian or whatever. It could be three of them. So you let the person self-report and that section is the one that will not equal 128. And then you have disability. It's difficult when you're talking about the disabilities because what we really, really want is to tell more about the person than RSA wants to know. If I have someone who is Deaf-blind, for example, and I include that under multiple, that really doesn't tell RSA as much as if I was able to count them as two separate disabilities. Well, but RSA doesn't want to know. If you feel it's necessary to tell them, for example, you are a part -- and I can pick on Louisiana here -- that has a higher than typical Deaf-blind population, then you are going to want to put that in another part of the report and I'm going to tell you where. If you think it's important based upon especially some of your state issues to be able to report that, but otherwise, you want to tell your board or you want to report it to your other funding sources -- I mean your council or our other funding sources, figure out a way to do it because this won't do it. Here you have cognitive, hearing, vision, multiple and other so if a person has two or three or four or five or six, it's multiple. Now, people have said to me what kind of other is other? And I'm going to tell you that I have a whole group that is under other because this is so subjective. I have systemic disabilities under other, lupus, AIDS, HIV, fibromyalgia, sometimes it's not more than one disability, but sometimes it can manifest itself in more than one way. And so I tend to put that under other and later on in the report I tell them where it came from, what it was. And also people are not going to necessarily self-report the term cognitive. So you're going to have to decide is a traumatic brain injury a cognitive disability or is it multiple because it might have more than one -- you know, it's really difficult to decide. You decide how you're going to allow your grantees or contractees to report it and follow up and make sure they did. So this will also equal 128. Any comments from RSA? FELIPE: Just -- thank you, Julia. I wanted to make a couple of points and expand on some other points you mentioned. Recording the di cushion of active and closed cases, we recognize that individuals in independent living have different perspectives and preferred terminology. Some people prefer the term "inactive," others prefer the term "closed." but did term RSA has chosen to use is closed, but again, you can consider it as inactive, but the term we used is closed and we like the idea of relationship in active CSR's, but the key in an active CSR is that the consumer is actively pursuing his or her goals. That's the critical idea in an active CSR so that when a consumer has completed his or her goals, then it will be appropriate to close the CSR. Of course if the consumer wants to reopen it, the next day or the next moment, there is nothing that prevents that from happening and the active reopening of CSR or making a closed CSR active need not be burdensome. It can be very easy, a very quick affair. The other thing I wanted to say, I just want to em size that in these category it's, the key is that it's self-reported. In almost every case it's self-reported by the consumer and then one thing about the age ranges that I want to point out is that these age ranges have changed with respect to the previous 704 report. And the main reason that some of these categories have changed is that we have chosen to make them conform with the U.S. Census Bureau categories and the main reason we wanted to do that is because it would allow us to make very interesting research regarding the impact of IL so that for example if we come up with a figure for the total number of people served by age range, then we can compare it with the general population of individuals with disabilities in the whole country in the same age ranges and kind of done analysis of our relative impact on people in this country and there are other research reasons that having our figures conform with the U.S. Census Bureau will be very helpful in making our case of the impact of IL. Then the final thing I wanted to mention is regarding the disability category. You know, we do care about people with multiple disabilities and the breakdown perhaps of what those multiple disabilities are; but we wanted the numbers to equal the 128 as in the other categories. So for it to equal the same number of total CSR's, we had to sacrifice having each of the multiple disabilities disaggregated. However, we encourage you in some of the narrative sections in the 704 to let us know, for example, if there are large percentages of individuals that have within their multiple disabilities a large number of a particular disability so we do want to know that in the narrative sections, but not necessarily in this demographic profile. And the last thing I want to mention is regarding the disability categories, one way in which you could look at that is that they describe functional limitations, not diagnosis, not the reason individuals have a certain limitation, whether it be physical or hearing or vision. It focuses on the limitation or the issue, not so much the medical cause for it. So I hope these clarifications help. JULIA: Good. Do we have questions on part 2? OPERATOR: Thank you. If anyone has a question at this time, please press 01 on your telephone key pad. Thank you. We have no audio questions. Sharon, do we have any from the webcast? SHARON: Thank you. This is Subpart I, Section B, and our state Part B money flows from the DSUs to the SILCs via contract. So that money will go in the second column, but the SILC in turn subcontracts the majority of that money out to the CILs. Do those subcontracts get recorded here and in subpart C. somehow or do we just record the single contract the DSU has with the SILC? FELIPE: I'd like to answer that question, Julia. JULIA: I would like for you to. FELIPE: That's a good question and the answer is that we only want the contract to the SILC to be recorded here in this section. However, we are interested in knowing about the latter part of what you said, about the activities of a SILC and what the SILC does with the funds that it receives from the DSU; and, you know, there is a section, Subpart V, which we'll get to about the statewide independent living council. And there are some narrative questions where that information can be included, but for the purpose of Subpart I, all we want to know is the amount and destination of the DSU contracts and grants. JULIA: Okay, anything else? SHARON: Thank you. This may have been addressed but let me go ahead and ask the question. I think our webcast joiner came in late. Can a record be a CSR if a consumer has not received services or achieved goals but is eligible? Has identified services requested and an ILP done. JULIA: It has to have the five elements in order to be a CSR. I can't believe that you would have -- even through the initial meeting with the person, you will have provided them a service, even if it's information and referral. Even if it's a peer relationship or peer counseling. So it is a CSR if it has the five elements that I referred to earlier and can be kept electronically or it can be kept in a file; but don't under report services that are provided to that person. Because once you assist a person in developing their goals and thinking through and sort of fleshing out why they came there in the first place, you're going to have already provided some services in relationship with getting ready for their establishing their goals. Just because they haven't met their goals, well, sure, they haven't met their goals, but they are a CSR if they have the five elements. SHARON: Okay, and I know that this has been relayed, but this question is asked again and again. Could you just repeat real quickly the five elements. JULIA: Absolutely. First of all, it is documentation concerning eligibility or ineligibility. Number two, it is the list of services requested by the consumer. Number three, either a signed independent living plan or a signed waiver. Number four, the list of services actually provided to the consumer. And number five, are the independent living goals or objectives that were established by the consumer and achieved by the consumer. Okay. SHARON: All right. I think everybody that's on heard that. That is the end of our questions at this point in time. JULIA: Okay, well, that won't last because we're flying into Subpart III and this one is the one that's going to be different and unusual and it's going to take everybody's close attention as I try to go through and explain this section. Individual services and achievements that were funded by part D. In this section, you got three related tables designed to measure how independent living services, especially those core services, have, quote, from the instructions, helped maximize the leadership, empowerment, independence and productivity of individuals with disabilities and the integration and full inclusion of individuals with disabilities into the mainstream of American society, unquote. That means we're now going to have to quantify those difficult terms: Leadership, empowerment, independence, productivity and integration. We are starting off with the first table, individual services and achievements. We are only talking about the consumers who were provided services through Part B funds either directly or by grant but not consumers that are from centers that have received Part C funds. I keep saying that to make sure that we know that this is the other money, the other services. The list of services, and you've probably seen this before, but you haven't seen the two columns to the right this. Is new. The idea of this is to report the number of individual services provided to a consumer who has a CSR and who all those people who receive information and referral. So all you have the services, all is the way from A to W are about -- are through a CSR, a relationship, a person working towards their goals except for I, information and referral. So let me tell you about all the rest of it and then I'll come back to information and referral. You list a service requested by a consumer based upon the goals that they have. If a person has one goal and let's say his name is Ralph, and under that one goal in the course of the scope of this year and this relationship and this CSR and this plan, through the center he requested or through the entity that's providing services he requested three units of advocacy, two units of independent living skills and one unit of recreation for one goal that he has in his plan. Then in the first column he gets counted a one under advocacy for him, a one under independent living skills training for him, and a one under recreation. But if he actually received those services during the reporting year, those get reported under the receiving column, which is next. If a person has more than one goal, let's say Ralph has three goals: Housing, transportation and personal assistance. And he receives advocacy in each of the three goals, he's counted as a three because the services are specific to the goals more than they are just to the person. So you look at the number of goals, what the person receives under the goal and each goal is reported separately as the services that were received, not the goal itself; but the services that are received. A person can have a goal of transportation and in the course of that they may need some advocacy because the paratransit driver threw him off because he had a service animal. And so his goal was transportation. The service he received was advocacy. We'll report the goal in a minute. Right now we're reporting the services. If to a consumer you provided information and referral for a particular goal, that gets counted under I, but then so do all of the other information and referral issues that you get the great unwashed as I like to call them. All those people out there that you provide information to during the course of your year. That's where you're going to get that they requested and they received information and referral. A couple of things I want to point out here, C, service C, childrens services. In the definitions in your instructions packet, you're going to see that the definition of childrens services is services under 14. Specific independent living services designed to serve individuals under the age of 14. So don't get bogged down in trying to compare these children services to the age categories we had earlier. Two different parts of the 704, two whole different issues, and just because a person is under 14 doesn't mean that they automatically received children service. A child who is 13 and needs help learning to ride the bus did not get a children's service, they got a transportation service. And so this is a specific independent living service designed to serve individuals under the age of 14. That's a children service. The same thing with youth f you flip over to U. That's defined in the instructions as youth/transition and it's ages 14 to 24. That specifically has to do with transitioning not out of a nursing home, you know, that would be even if they were 20 years old that would come under a different service. We're talking about transitioning into the community, either from high school to work, high school to college, or at 24 it could even be college to work, something like that, but those transitional periods in a person's life between 14 and 24. Not nursing home transition. And so it would be a service specific for someone who is transitioning from that Point A to Point B for someone ages 14 to 24. A couple of others I want to explain here also. I've always been curious what is the difference between assistive technology, which is No. 2, B, assistive technology and R on the next page, rehabilitation technology services. And I got a definitive answer and it makes perfectly good sense. Assistive technology is stuff that is available in the community or over the counter, off the shelf, if you will, but rehabilitative technology is more if something had to be developed or built, perhaps it included the services of a rehab engineer. Chances are that if it didn't require that kind of high level of development or, you know, a group of people had to get their heads together to come up with a plan or a technology, then it's going to be assistive technology. When in doubt, call it assistive technology because if you're in doubt you know that there wasn't that high level of technology that had to be provided. It is possible for a consumer to receive a service and not -- I mean to request a service and not receive it for any number of reasons. Not the least of which is they could have requested it on September 28th and received it on October 15th. This is the reporting year and all of this stuff that goes into this report is closed out as of September 30th. So something that happens in the next reporting year gets reported in the next reporting year. There are any other number of reasons, but those numbers are not necessarily going to equal. Then we have Section B, we have the section table and that is the goals related to increasing independence in a significant life area. Now, significant life area is a new term for us, but conceptually it's the same as what we've done in the past. What was the person's goals? What goals were established? The actual stated goal is what needs to go here, not the steps to the goal, but the stated goal. And I want to go through some of those with you. If you have a goal that is set and once it is set it is both set and in progress if there is actual work being done on it. D, you see here, community-based living, includes not only prevention from going into a nursing home but also moving abode from one place to another. They were in the community and moving in the community to another place. They need to move out of mama's house. They need to move because now with their disability they're going to have to have a ground floor unit. They have to get out of public housing because their mom is now moved in and there is not enough room or it's not on the lease or any number of reasons people would move within the community from Point A to Point B. That's community-based living. If you look down to J, relocation from a nursing home or institution to community-based living, that's very clear. That's it now. So if they are in an institution and they are wanting to get out, that's J. That's their goal. If they are in the community already and they are moving, that's D, community-based living or prevention from someone going into a nursing home. It kind of depends on how the independent living plan was written and of course the independent living plan is in the words of the consumer and so whoever is filling this out and reporting to you what the goals were has got to be that person that has a relationship and kind of understands even though the person didn't say, you know, my goal in life is information access and technology, that they know that that's what -- how they can categorize it here and then the goal is in frog rest while the person is working on it and once it's achieved, which is reported by the consumer, self-reported achievement, then sit listed as a goal achieved. These numbers will also never, ever add up. You will not have the number of goals achieved and goals in progress to equal the number of goals set because things happen over reporting years. People set a goal and then they drop it. People set a goal and they change it. So it's not ever expected to add up. But that's the goal. It's not the service. The services received are in Section A. The goal itself has was stated is in Section B. Then you get Section B, item 2, which is the brand spanking new fun word. FELIPE: Julia, may I just interject for a moment. Very good explanation, I just wanted to add a couple of things. The number of potential goals -- this is flip Felipe Lulli by the way that a consumer might have is practically infinite. And it's very hard to report on infinite number of goals. So we came up with these significant life areas as helpful categories under which all goals could fit. That's the reason we came up with these significant life areas. And that in turn will help us report to the outside world, so to speak, about again the impact that independent living is making on people around the nation and in the territories. So that's how we came up with the significant life areas. And these categories are virtually identical to the individual achievement categories that the old 704 had with the addition of two -- one being relocation from a nursing home or institution which is what Julia mentioned before; but also another one called community/social participation. That's a new goal that we added because I think we thought that it addressed a lot of -- well, it was a significant life area which we believed addressed a lot of goals that would not otherwise be able to be included, that were not included in the previous 704. And the last thing I want to mention regarding community-based living, in addition to what our facilitator said, community-based living also can include somebody who wants to stay where they are currently living in a community setting but needs either home modifications or maybe needs IL skills training in order to be able to stay where that person is currently. So that's all I wanted to add and will be happy to answer any questions afterwards. JULIA: Great. Very good. Thank you. Okay, now we get to the newest of the new. You've never seen anything like this before. And let me say that this is a table for consumers and people who are receiving I&R. Just like the first one was. So the first one was consumers anywhere, I&R, simply information and referral, and service I for information and referral. Second table was consumers only, and what their goals were. Table 2a, if you will, item 2, A, is for people who have CSR's and also those individuals to whom you provide information and referral. The goal here is not what the SILC has provided or what has been provided by the Part B dollars. It is what has been achieved, attained or acted upon by the individual who received the information. The focus here is so much more on the receiving and acting upon, not what was done. Not what was thrown out there. There is something very different and we've always been afraid in the past to report what a person acted on because we didn't have control over it. So we can lead the horse to water. The horse doesn't drink and we're thinking, you know, we don't get credit for that. Well, this section is not about getting credit. This section is about what is happening in the community. This is one of those things that's going to make sense to OMB, which is one of the reasons it's not going to make so much sense to us, but that's just a little offhand comment there. RSA chose three areas. There are 1,000 areas, we all know that, but they chose three areas because these are so primal. They actually intwine everything else that we do. If a person doesn't have access to transportation or health care or assistive technology, then they really are behind so much in their ability to be independent. And they could have picked three others. They could have picked three additional ones, but these just the big three and these are the ones we're going to work with. In some cases, these are also tangible and that's going to be helpful. And so here they are going to want to know the number of individuals, not just consumers, but also with I&Rs who required access. Now the definition of require is requested. Someone wouldn't have requested if it they didn't need it, chances are. That's our position, and so we say that this is the number of individuals who had a need to know more in order to achieve transportation, health care, assistive technology. And then you provided something. What did you provide? It can be anything that an independent living center does or anything that you would contract out for. You might contract out for, let's say, gait training for individuals, say children who are blind and need to learn mobility training or gait training, and you might determine that that's a part of transportation because their goal is to go to learn to be independent at the bus stop or with the bus system, whatever. So when a person requests a service, which could even be information, in order to be able to access one of these three things, you provided independent living skills, I&R, peer counseling, any of the regular services, independent living skills or something else that you have paid for through Part B funds, and the person acted on it and achieved, they get counted under the achieving. If you follow up and find out that, well, they haven't acted on it yet, but they are thinking about it. They are promising they are going to do it. They want to. You can count that under access in progress. Now, for the individuals who have CSR's, this is pretty easy to identify because here again they are actively working on their goals and someone that -- someone has a relationship with that person. And so a person says their goal is housing, but it was in the course of discussing the steps in order to achieve housing, the person recognizes that they're going to have to learn how to use the bus system. So they've let you know or you've said to them, how are you going do get back and forth from your work to your new apartment? I don't know. I don't have a clue. Well, do you know how to ride the bus? No, I don't. Could that be an option for you? Yeah, I guess I need to learn how to ride the bus. So that is a consumer requiring access for transportation. So you say, all right, here is the phone number. Contact so and so entity and have them train you on the bus schedule. Then later, that person who has a relationship with the consumer, says are you on the bus system yet? Well, no, they told me how to do it, but I haven't gotten around to it. That's a consumer whose access is in progress. But then if you come back and say, yeah, I ride it. I love it. I get it. They've achieved access. If they say, you know, I changed my mind, I don't want to learn how to ride the bus, they don't ever get counted again here. Follow up with a consumer is the easy part, but what do you do for those individuals who contact you. You give them whatever it is or contact the entity through the Part B dollars, and it's provided. How do you know anything happened? Well, Section B, if you look down here -- did the service provider, the entity that you contracted with or whomever, did they or did they not follow up with information and referral recipient to see if they had actually followed through? You've got a word here that you'll see in a couple of places in this section called previously unavailable. Let me define that for you. It doesn't necessarily mean that whatever that thing is like the bus never was available to this person because it didn't come to their neighborhood. Previously unavailable means that they either didn't know about it. They knew about it and they didn't bother to learn about it. They knew about it and they never thought it was going to affect them. Or in fact it wasn't available. There is any number of reasons why the person was not using something that they needed in the field of transportation, health care and assistive technology. That's the definition of previously unavailable. For some reason -- it doesn't matter why -- the person just didn't have that in their repertoire, so to speak. So it is the activity that you have provided or you have paid for that leads to a person changing something and it's not just changing their knowledge. You know, oh, now I know about it. It's actually having access to whatever that is. So let plea give you an idea of how this might play out from three statements. A person is unable to gain access to public transportation for whatever reason. Through the Part B dollars, the individual has gained access to public transportation. It's not the service, it's now recording that the person has access. A person is unable to gain access to the doctor's office. Maybe it was a physical site issue, maybe it was lack of interpreting services, whatever. And through an activity that was funded by a Part B, by Part B money, that individual now has access to the doctor's office. That is achieved access. A person is unable to gain access to a communication device, and through Part B funds and activities funded by Part B, that individual now has the communication device. So that's how that is going to work. You get to talk about the numbers in table A, Section B, did this entity or did it not engage in follow up activity when they threw the information and referral out there to the great unwashed and Section C is give us comments about any of this. Anything particularly wonderful, particularly difficult, major obstacles, any information regarding those individual services because this is part of what OMB is going to be looking at and there is going to have to be some explanation that RSA has to understand what some of the other issues are. The goal of all of this is how did you use Part B dollars to eliminate barriers? And barriers actually were eliminated. That's the part here. So RSA respond and then we'll take questions on Subpart III. FELIPE: Okay. Thank you. This is Felipe Lulli again. The access to transportation, health care services -- what I'm going to say now has already been covered by Julia, but I'm providing a different way to look at it and maybe to reinforce what has been said. Let's see, the access to transportation, health care services and assistive technology can support almost any number of goals. In the previous section, we talked about the goals. These three areas at this point are not considered the goals. They are considered necessary ingredients in order to achieve a goal. So if the goal in the previous section was housing or employment, for example, it could be that without transportation the individual could not achieve either of those goals. So without transportation the person has an obstacle to achieving the goal. Once the individual is given access to transportation, then the individual can achieve the goal. The second thing I want to point out is that any number of individual services that were identified in Section A can support the achieved -- the overcoming of the obstacle of not having adequate transportation to achieve -- to arrive at work or at employment or home. For example, any of the core services can help somebody achieve transportation, overcome obstacles to transportation. Mobility and orientation training can help an individual achieve transportation. Or products and prosthesis can help an individual achieve access to transportation. So, again, any number of individual services can support any of these three areas, especially the core services. Also the need to achieve transportation -- the realization that we have to work on transportation after you may have set a housing goal can originate with the consumer or it could originate with the IL specialist at the center or the service provider. It's a mutual thing, but it doesn't have to be initiated at the very first -- by the consumer. It could be a joint decision that we need to pursue this after the transportation I need to achieve my employment goal. And a little bit of what we're talking about here is outcome vs output and maybe Julia you can talk a little about that as well. And I wanted to point out regarding information and referral follow up contacts, it's not a requirement that we are imposing on the DSU or the service providers or contractors, grantees. It's an option, an opportunity that we are encouraging you all to take advantage of as another way of showing or documents the outcomes that you are able to produce, the life changing access that are being expended to more people so that if you can contact the people who received I&R services and get them to tell you, yes, I have done this with this and now my life is better this way, you document it any way you want to and then you can report it on this -- in this section. Areas for service providers who are located in rural areas, for example, where there may not be any transportation services at this point, don't worry about being penalized for this. In Section C, that's where you talk about what are the systemic obstacles that you're facing and then in section Subpart IV which we haven't gotten to, you report about what kind of community wide activities -- community change activities you're engaged in to in the future provide more transportation options for your consumers. And the last thing I want to mention is that in the 704 and including this section that we're discussing now, there are ways to report on outcomes made possible by other funders, not only Title VII, but other funders, too. We talked about some of the pass throughs earlier today. Well, there are ways of reporting on outcomes produced by pass through dollars or this could be other federal dollars, other state funds, local funds. You know, private funds. So these individuals might have other plans and other CSR's imposed by other funders, but if these other funding sources record include the five elements required of a CSR under Title VII and we've gone through them several times, then you can count outcomes and goals achieved through these other funders. And we're not requiring you to, but if you can find a way that's not burdensome for the center or for the service provider or for the consumer, we encourage you to look at those possibilities and if you need to ask us specific questions as to how to do that, we'd be happy to talk about that. So those are the points that I wanted to reinforce and I think Sean Barrett, my colleagues here at RSA wanted to add something as well. Sean? Sean? SHARON: Excuse me, this is Sharon. I wanted to let everyone know we are reaching the top of the hour and we have roughly about 16 minutes left. FELIPE: Okay, thank you. Sean? OPERATOR: This is the conference operator. Who are you looking for, sir? FELIPE: You know, I don't know if I'm on the call anymore. OPERATOR: Yes, you are. FELIPE: Okay. Could you hear Sean? Sean is speaking right now. Can you hear him? OPERATOR: No, we cannot hear him. FELIPE: I don't know what the particular difficulty is. I'll see if he has his mute off. SHARON: This is Sharon again. I apologize for the technical difficulties. FELIPE: We've lost Sean. The point that Sean was making -- can you hear me now? OPERATOR: Yes. FELIPE: We apologize for that but he was making a very important point and that is that these three transportation, health care services and assistive technology are not priorities. They are not even goals, but they are not priorities. We don't want anybody to think that by coming up with these three areas that we want to convey the message that these are priorities that must be pursued in every community at the expense of other goals that are of more immediate need within that community. We want to avoid having this new report drive or to unduly influence what priorities are set in each community and what services are provided in each community and how these services and goals are pursued within each community. We want to keep the community flexibility inherent in this program. JULIA: Since we have about 14 minutes left, I want to make sure we get through the rest of the instrument, understanding that there will probably be questions and there probably now questions, but in order to finish through, and then we'll take questions to the top of the hour and then Tim will reiterate how you can ask your questions on the forum hopefully so that people can post their questions there. We've seen questions from yesterday that are very helpful and you may want the review those also. I'm going dog now into Subpart IV, the community activity. In the past we've allowed or we've had an opportunity to list the hours that were spent in various community -- I think they called them community systems change activities or something, and it was an option for us to put in the hours and now it is not an option anymore. We're going to need to have an idea of how many hours were spent. This, again, Section A, excludes the centers that received Part C funding. What community activity did the Part B funds pay for during the reporting year? So the idea is to list the issue area and it would be very nice if those were, say, transportation, health care, assistive technology, even housing is one that we would like to highlight here. And any number of issue areas and we know that l are a lot and you can add more rows, but it would be nice if we had a little bit more information about those. And then the activity -- what activity was it? Who was the primary entity involved? And how many hours were spent? What were the objectives and what were the outcomes? Not just by the DSU staff or whomever or the CIL who -- or Part B CILs I guess you might call them, or the SILC, but you can also talk about volunteer hours and if it's a CIL, a Part B CIL and it has a board or an advisory group, those folks' hours can also be included here. Felipe said something about the difference between outcomes and output and here we're asking for outcomes. An output is an activity according to the instructions. Now, everybody on the phone has had their outcomes training and it's all been different in the terminology. The words are the same, but the definitions are different. So for this particular document, an output is an activity that was performed. The outcome is what changed as a result of the activity? And quantify that to the extent possible. Now, let's say the issue area is transportation. The activity type is participation on a regional transit board. The primary entity that did that was the SILC chair or the SILC Executive Director or something. There were 8,000 hours spent on it. It would feel like probably. The objective was to establish regional transportation for people with disabilities. And the outcome was that one of the communities represented in the table bought a lift equipped bus. Well, we didn't meet the full objective, but there was a positive outcome. That was the result of what happened and so we do need to be talking about, if possible, or you know three lift equipped buses were purchased or whatever. So the issue areas -- it doesn't have to be limited to those, transportation, health care, housing, assistive technology, no. Any issue area for which Part B has paid or for which Part B funds have been used. But then in item 2, for each of the activities listed above, give us some more detail about the role of the DSU, the SILC, the CIL's and any other partner organizations and flesh it out a little bit more for us. Because just those little field that is you were having to fill in on the table didn't give us much information as there should be. And that would be a good place to talk about what -- how it got bogged down or how exciting it was to at least see that much successor whatever you want to say there. That's a narrative opportunity. Section B is how all the folks in your state play well in the sand box together. And this we do include CILs that receive Part B dollars because as you know the SILC is supposed to be where everybody comes together and makes sure that people with disabilities in your state receive what they need in independent living. In order to do that, everybody has to be thinking off the same page. So describe the DSU and the SILC activity. The activities that were sponsored to maximize the cooperation, coordination and working relationship among the entire independent living world in your state. The SILC's, the CIL's, the DSU's o they are state agencies, other public and private entities. What did you do, what did you expect would happen, and what actually happened? Those are part 4 -- Subpart IV, your community activity and then how everybody plays well in the sand box together. Subpart V, Felipe talked about earlier. This is where you talk about your SILC. You talk about the name of the SILC member, whether or not they are employed by a state agency or a CIL or neither. The category, the voting, the term starts, the term ends and if you have a vacant position, that needs to be listed so that the total number of names or the term vacant down under the SILC member equals the number of members in your bylaws. And then you will mark out your little X.'s and all the little squares beside it and then you will find out whether or not a majority or, you know, where the CILs are more -- you have too many CIL representatives or too many state representatives or too many whatever. You'll fill out of those out. You've already got that list somewhere. That one will be easy. And then you have the composition requirement. And include the vacancies. So how many members are on the SILC? How many are this? How many are that? And how many of the voting members are individuals with disabilities not employed by either? Here again, that should be simple. Whoever is the secretary for SILC or if it's the DSU person in charge of staffing the SILC, that information is easy to write down. And as the next section, how the SILC is (Inaudible) with statewide representation? Now, give the RSA a break here. They are smart, but they are not all geography majors and you don't need to say, well, we have a person from gold borrow and a Greensboro and a person from -- because that doesn't tell them anything. You've got to tell them, you know, the state is divided into four regions and they are the west and the east and the middle and blah, blah, blah and we have representation and the following manners from the different regions. We don't -- RSA doesn't know one town from another. And so be more helpful with that as far as statewide representation. And then you talk about the disabilities and the diverse backgrounds. These are fleshing out these folks. And then how do you know that these members are knowledgeable about centers for independent living? How do you know they are? What criteria do you use? It would also be helpful to tell us how the nominations happened and how you make sure that the recommendations to the governor are people who actually know independent living centers. Are knowledgeable about independent living centers because that's a requirement to be a SILC member. The Section C you talk about your SILC staff. The SILC Executive Director -- FELIPE: Julia, I'm wondering if we should open up. There is only five minutes I guess left. There is a lot of good stuff to cover, but I think that the rest is pretty self-explanatory. JULIA: Okay. FELIPE: How about if you go into some questions. JULIA: If that's what you wish to do, that would be fine with me. FELIPE: Maybe some people can ask some questions about the categories -- the sections we haven't discussed even. JULIA: Okay, do we have questions? OPERATOR: Thank you. If anyone has a question at this time, please press the 01 on your telephone. Thank you. The first audio question comes from Ms. Burton. CALLER: Hey July ya. I'm confused a little about our new section where we're talking about the information and referral because in South Carolina we grant out money to one Center for Independent Living and we're going to be recording -- they're going to send us their numbers of what they've done with information and referral and their numbers about their CSR's and all of that, but we also have money -- our Part B funding which goes to our Commission for the Blind. They would also be expected to fill out that whole section as well, correct? JULIA: Correct. CALLER: Okay. JULIA: if anything Part B dollars are used for. FELIPE: Now, in terms of the centers, this is a very good question, a very important question. If a center receives one dollar in Part C funds from us, directly from RSA directly, and they also receive Part B funds, you don't report on them. CALLER: Okay, this is a totally Part B funded center. FELIPE: in that case, yes. I wanted to clarify that for everybody. If anybody receives one dollar of Part B funds is not covered by your report. CALLER: and the other question -- (Inaudible) is the activities that our council actually does -- all of this other information was referring to what our Part B dollars goes to do, but doesn't really cover the goals and objectives where the SILC puts on a conference every year, does education of our legislators, provides assistive -- does assistive stuff to the centers by providing information and education. FELIPE: Well, actually, you know, Julia, if you don't mind me jumping in, that's the part Julia hasn't addressed yet. Under Section D, we talk about SILC duties, that's where you would put in activities as it relates to those subcategories. CALLER: It says describe any other SILC activities funded by nonPart B funds. FELIPE: Oh, no, that's a different question. The activities that you're talking about, they should be able to fit under A, B. or C. or D. CALLER: Okay. JULIA: We're in Subpart VI. CALLER:Yeah, I'm on it. JULIA: Brag the heck on South Carolina under Subpart VI because you deserve it. What were your goals? How did you do? How didn't you do? What were your problems? But this is the old narrative and so this is specific to your work goals. CALLER: Okay. JULIA: and, you know, your work goals are in your CIL and so that's going to automatically meet your CIL anyway, but that's where you do all of that. The accomplishments and activities Section B, part 6, tells everything. CALLER: Okay. I see those. Thank you. JULIA: Sure. Next question. OPERATOR: There are no more audio questions. Do we have any web questions at this time? SHARON: Yes, thank you, Dawn. We have a couple of them. This is in regard to Subpart III. How does this section apply to Part B funded CILs who do not provide services? What if the DSU is no longer providing CILs except with Title I funding? Is all of this then reported by Part C funded CILs who get part D. contracts for general operation on the part 2 of the 704? And then there would be nothing on part 1? Let me know if you need me to repeat any of that. FELIPE: Yes, please repeat the question. SHARON: Okay. And it's in relation to Subpart III. How does this section apply to Part B funded SILCs who do not provide services? JULIA: No, it would be a CIL. SHARON: Okay. They have SIL who do not provide services. What if the DSU is no longer providing -- and my guess is this is SILC -- except with Title I funding? Is all of this then reported by Part C funded CILs who get Part B contracts for general operation on the part 2 of the 704? And then there would be nothing I guess listed is what it should be on part 1? JULIA: Uh-huh. Yeah. I think that's a very important question because if all of the services that are being provided in the state are being provided by Part C centers, that's a real good thing for RSA to know about that state and that needs to be reported such that all this would be zero and when the RSA gets in -- when your team for your state gets in your part 1 and all of your part 2's and comparing, then they will be able to provide some feedback and technical assistance back to that state. And it may be absolutely kosher and everything is great and there might be some recommendations, but if the service are not provided, it's a zero by Part B funds. SHARON: All right, Julia, thanks. FELIPE: We want to avoid duplication, so whatever is reported in part 1, we don't want to also be reported in part 2 and vice versa. SHARON: All right. Thank you, guys. We have just about run out of time here. JULIA: Okay, we're done. SHARON: Tim? TIM: Yeah, thanks, Sharon. Just going to go ahead and tell everybody how they can did ask additional questions. I know we've run right up here to five o'clock. I want to be quick. The way to do that is to go to the NCIL web page and on the web page near the top of the page is a link to the message board. Other topics on this message board, you do have to be a member, however, for this -- for questions on the 704, they are open to everyone. The direct web address for that message board is www.ncil.org/phpBB2. And again, that's www.ncil.org/phpBB2. And if you need that web address or if you don't have Internet access, please feel free to give plea a call at (202)207-0334. That's (202)207-0334. I want to thank everybody for joining us today and I especially want to thank Julia and Felipe and the rest from RSA for making this call a possibility. We hope to hear from you guys. Take care. Bye-bye. JULIA: Thanks, by. SHARON: Thank you all. OPERATOR: That does conclude today's conference. nference.
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