HomeMy WebLinkAboutAgenda - 05-16-1995 - IX-B 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
Action A ends
Item No. _
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 16, 1995
SUBJECT: Youth and Family Services Coordination Function
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DEPARTMENT:Manager PUBLIC HEARING: YES: NO:X
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ATTACHMENT(S) : INFORMATION CONTACT:
I&R Executive Summary Manager's Office - ext. 2300
I&R Final Report (Separate Cover)
Memo Dated 11/2/94 TELEPHONE NUMBER -
Hillsborough - 732-8181
Chapel Hill - 968-4501
Mebane - 227-2031
Durham - 688-7331
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PURPOSE: To receive an update on the plan of action for
improving the collaboration and coordination of the youth and
family services delivery system in Orange County; specifically
the recommendation regarding the development of an automated
Information & Referral System for human services.
BACKGROUND: At the November 10,1994 meeting, the Board approved
the recommendations toward the enhancement of the human services
delivery system (see attached Manager's Memo dated 11/2/94) . One
of the recommendations included the researching of automated
Information and Referral (I&R) Systems which may be utilized in
Orange County. A Master of Public Administration (MPA) intern,
Loretta Harper, was hired by the Manager's Office to assess
available I&R systems and recommend a plan of action.
After surveying several jurisdictions throughout the state and
nation, and conducting local site visits, the research indicates
that an I&R system would be beneficial for the citizens of Orange
County. The main function of an automated I&R system is to link
people in need of services with the appropriate agencies or
programs that can help them. Clients and service providers would
be better able to locate comprehensive, accurate, and up-to-date
information about available services and programs.
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Although most public and private non-profit agencies provide some
form of information and referral, there is no uniform and
formalized system in the county. This automated county-wide
system would enhance the efficiency of service delivery in Orange
County. It would be recommended to integrate current services
with the proposed county-wide system. These current services
include the Orange Book, which is maintained by the Orange County
Public Library; and the information and referral services
implemented by the Department on Aging, as well as other informal
arrangements practiced among non-profit agencies. It is
envisioned that access to this system would be available through
service providers, the public" libraries of Orange County, Chapel
Hill, and Carrboro, and via modems to the homes and offices of
citizens.
Informal discussions with representatives of Smart Start and the
United Way of Greater Orange County have produced positive
results. Both executive directors have expressed an interest in
partnering with the County in this initiative. However, formal
discussions with the Boards of Directors are currently being
scheduled.
The shared cost for project implementation includes $67,000 in
start-up capital expenses. The County has $25,000 available in
the CIP targeted for the automation of outside agencies. These
funds can be used toward the initial capital expenditures; and
Smart Start has also offered $50,000 towards the start-up
expenses.
Although there will be some costs associated with maintaining the
automated I&R system, options for implementation are being
r .- Fiewed and assessed. These options include incorporating the
function into current county staff responsibilities, or
contributions from the United Way and Smart Start.
Because the United Way of Greater Orange County has a
relationship with all community agencies, it is recommended that
the County contract with them to serve as the administrator of
this project. If approved, the United Way would provide
supervision for I&R service in Orange County and the Human
Services Coordinating Council would serve as the Advisory Board.
RECOIMNDATION(S) : The Manager recommends that .the Board endorse
the concept and continue to work with other agencies toward
project implementation.
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EXECUTIVE SUMMARY
The information and referral project is designed to document the research
findings of automated information and referral (I&R) services, in North Carolina and
nationally, and to provide recommendations for an automated I&R service in Orange
County. The primary purpose of an automated information and referral system is to
enhance coordination and collaboration among service providers. An I&R system
serves as a valuable resource to improve the overall efficiency and effectiveness of
service delivery. The main function of an automated I&R system is to link people in
need of services with the appropriate agencies or programs that can help them.
Clients and service providers are better able to locate comprehensive, accurate, and
up-to-date information about services and programs for Orange County citizens.
In an effort to better understand how an I&R service could work best in
Orange County, a research study was conducted using two methods: 1) surveys and
2) site visits/interviews. Surveys were mailed to 56 counties locally and nationally. In
addition to the surveys, site visits were also conducted to provide an assessment of
information and referral services in the following counties: Wake, Guilford, Durham,
and Forsyth. Each visit consisted of an interview with the Information and Referral
Director and an overall examination of the information and referral system currently
being used.
In addition to assessing information and referral efforts outside Orange
County, it was equally as important to provide an assessment of information and
referral efforts within the county. Most agencies in Orange County provide some
form of information and referral for citizens. More specifically, the Orange County
Public Library and the Department on Aging both provide a formalized information
and referral service for service providers and citizens. By reviewing the I&R process
in each of these agencies the county is better able to build upon and integrate what
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already exists with a proposed county-wide I&R system. The Orange County Public
Library is responsible for the Information and Referral Guide for Orange County, also
known as the "Orange Book". The "Orange Book" is used by service providers and
other subscribers' to provide clients with agency and program information. The
Department on Aging has a centralized information and referral service for older
adults in Orange County. Although the Department on Aging's referral service
targets the older adult population, many younger adults from different areas of the
State use the referral service to obtain information for their parents.
Recommendations for an I&R service in Orange County
Based on the research conducted within Orange County and the information
obtained from site visits and surveys, preliminary recommendations for an automated
information and referral system (I&R) were formulated. The recommendations focus
on five major questions:
1) Is automation of 1&R feasible from a technical standpoint?
2) Does money exist to develop an I&R system given the monetary and
human resources in the County?
3) Do the unique needs of Orange County require that a software
application either be specifically developed for the county or purchased
and then customized to fit the county's needs?
4) Is the proposed work schedule and completion date for the I&R project
acceptable?
S) Has a developer, within the county or outside the county, been ident!fted
and engaged?
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TECHNICAL FEASIBILITY
Automation of information and referral in Orange County is technically
feasible. According to the Orange County Data Processing Department, the County
may use the server located in the Whitted Building to link county agencies and
outside agencies to a centralized information and referral system. The information
and referral system will also be modem-accessible for service providers and citizens to
access information via telephone lines from their home or office. The County is
presently in the process of upgrading hardware and software in agencies and installing
local area networks. Within six months, all county agencies will be fully automated.
Outside agencies with the acquisition of a windows compatible PC with a modem and
access to phone lines will also be able to access information from the server located in
the Whitted Building. Both of these efforts will assist Orange County in providing all
agencies with the capability to utilize an automated information and referral system.
EXPENSES
The start-up capital expenses will be the largest expense incurred by the
County for the implementation of an automated I&R system. The software and
hardware are both included in the total cost of start-up capital expenses for an I&R
system. In addition to hardware and software, other expenses are also included such
as; cabling, training, telephone system, hearing impaired terminals, promotions, and
data entry. In an effort to implement an information and referral system in a timely
manner, it is recommended that a referral package is purchased that may be
customized to fit the needs of Orange County. In order to properly run the
information and referral system, the County should also purchase at least five 486
computers with modems. The total estimated cost for start-up capital expenses is
$67,000 (see appendix 1).
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A proposed joint venture with Orange County Government, United Way of
Greater Orange County, and Smart Start would provide shared resources and
administration of the system. United Way of Greater Orange County would provide
supervision for I&R service in Orange County and the Human Services Coordinating
Council would serve as an Advisory Board. The Orange County, Chapel Hill and
Carrboro public libraries would also perform I&R services with the assistance of
United Way of Greater Orange County.
SCHEDULE FOR DEVELOPMENT OF AN I&R SYSTEM
Orange County should establish a project team and/or project coordinator to
guide the development and implementation of an automated I&R service. According
to the Orange County surveys, 62% of I&R services surveyed spent 6 months to 1
year for the planning and implementation of an information and referral service in
their communities. Although referral software may be purchased, the project team
may need at least 6 months to establish a written plan for the I&R system and
provide adequate training for staff. On-going training should be provided to service
providers and volunteers to encourage full participation in the use of the I&R system.
It is extremely important that the project team establishes a phase-in approach for
implementing the I&R system.
These recommendations are part of the preliminary planning process for an
automated information and referral system in Orange County. The next step is to
establish a project team and\or project coordinator to begin the development process
for an I&R system. In the development process, the project team should complete a
plan of action for the I&R system which includes; a mission statement, referral
software, funding sources, operating hours, and other related issues. Upon
completion of a plan of action, the implementation process for a centralized,
automated I&R system will begin which includes: purchasing hardware and software,
loading software and data entry, installing necessary cabling and telephone lines,
training for service providers and volunteers, and marketing and outreach efforts.
DEVELOPER
A developer for the information and referral system has been identified for the
development process. However, a project team within the County should also be
established to determine exactly what service providers need from an I&R system.
Gulf Coast Software is the vendor for a referral package called Locator 4, a windows
operating system. Locator 3, the DOS-based system, is currently used by Guilford
and Mecklenburg counties. Locator 4 is user-friendly, client-driven, and may be
customized to fit the needs of Orange County. In conjunction with a project team, a
prototype subcommittee should also be formed to carefully examine software and
hardware needs.
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Proposed Budget for Information and Referral System
Start-up capital expenses and one-time costs
Computer system, including hardware,
software, cabling and initial training $28,800
Telephone system, including Call Management $30,000
System, back up power supply, hearing impaired
terminals, automatic call distribution and all
installation
Start-up promotion, initial printing and $ 5,000
publication expenses
Initial data entry $ 3,200
TOTAL X67.000
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ORANGE COUNTY
HILLSBOROUGH
NORTH CAROLINA
MEMORANDUM
TO: - Board of County Commissioners
FROM: John Link, County Manager
DATE: November 2 , 1994
SUBJECT: Youth & Family Services Coordination Function
BACKGROUND: In the 1994-95 budget, the Board approved
$30, 000 in county non-departmental funds; $20, 000 in reserve
from Community-Based Alternatives (CBA) ; a redirection of
$50, 000 from human services reform (one-half of one percent
of all County funds that go into local public and private
human 'services agencies) ; and $25,000 in the CIP for
automation of outside agencies._ ._ This total of $125, 000 will
begin the County's efforts of improving the human services
delivery system during 1994-95.'., ;
The recommendations-toward the enhancement_ of the
service delivery. system�_included. *the following:
(1) An Automated Information:=and-Referral System - This
system would. provide w a`-common database for children
and �familym.services:'_and be shared between public
,.._
and",private-_agencies_, w
(2) An Improved Case--Management Process-that-is uniform
to the extent that wherever the system is accessed,
there is assurance that the clients will be
informed of all appropriate services and agencies
relevant to their identified needs.
(3) Enhanced coordination/networking between public and
private agencies.
(4) A process developed to identify gaps in service
delivery or systemic procedures.
(5) A process that provides a periodic structure or
forum wherein the respective groups convene to
discuss and share goals, accomplishments, and
concerns.
AREA CODE (919) 732-8181 • 968-4501 • 688-7331 • 227-2031 • FAX (919) 644.3004
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At the October 5, 1994 BOCC meeting, the Board received
the Manager's recommendation of the process for developing an
action plan. The action plan for implementation will
establish a coordinated and empowered function designed to
provide the coordination of youth and family services. The
outcome, which was discussed and agreed upon at the recent
PPP meeting, will be a service delivery system that will be
proactive for positive youth development assured by
measurement and evaluation. (See Attachment 1)
To facilitate this process, the Manager recommended the
use of two graduate interns, a Master of Public Adminis-
tration (MPA) and a Master of Social Work (MSW) , to work
cooperatively to develop an action plan. The MPA intern
would concentrate on the automation component of the
recommendations; while the MSW intern would focus on an
outcome of empowered collaboration in the youth and family
service delivery system in Orange County.
STATUS: Effective October 24, 1994, Loretta Harper, an
MPA student, was hired as an intern by the Manager's Office
to work on the automation efforts. She is being paid from
the Manager' s operating budget.
The County is also in the process of negotiating a
contract for services with the UNC School of Social Work-- (See
Attachment 2) that would focus on collaboration in the
service delivery system.
This contract for services will provide for selected
School faculty and staff to engage key family and children
services stakeholders of Orange County in a process of
consensus-building and decision-making concerning an
appropriate community-empowered definition of, structure for,
and agreed-upon protocol for collaboration. These services
will be paid from the $30, 000 budgeted in the non-
departmental funds.
The Manager's Office, in conjunction with the Human
Services Coordinating- Council of orange County, has scheduled
a meeting on November 16, 1994 to discuss the strategies for
implementation. The Coordinating Council was established
in 1991 to develop a mechanism to coordinate the delivery of
human services in the county. Members of the Council
include representation from Orange County, Chapel Hill,
Carrboro, the United Way, the Association of Community
Agencies, and the UNC School of Social Work. Because of
their charge and membership, this group is the natural source
to serve as convener of the planning and development process
for the coordination of youth and family services.
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In preparation for future discussions, the MPA intern is
presently researching established Information & Referral
Systems which are available in other jurisdictions. An
assessment of these systems and recommendations from the
Coordinating Council regarding automation efforts should be
available in March 1995.
With respect to the $20, 000 held in reserve from CBA
funding, the County has conducted an automation assessment of
the five currently funded CBA programs. The assessment was
designed to determine their respective needs in order to
access the County's Master Client Index (MCI) System.
After meeting with each agency, it was determined that
the necessary equipment totaled $10,260. A recommendation
for this amount was requested; of that amount, $5,260 was
approved by the Youth Services Needs Task Force. The balance
of the $20, 000 reserve was re-distributed to meet other
county needs, including those of Communities in Schools
(CIS) . It is anticipated that the remaining computer needs
will be met with possible discretionary funds available in
1995.