INTEGRATED QUALITY ASSURANCE REVIEW

Connecting Ties

November 16-18, 1999

Valdez, Alaska

 

*SITE REVIEW TEAM:

Bobbie Moustafa, Community Member

John Havrilek, Facilitator

Nancy Mathis, Lead DMHDD QA Staff Member

 

 

INTRODUCTION

The Site Review Team reviewed DMHDD funded Developmental Disabilities Supported Services provided by Connecting Ties of Valdez, Alaska, November 16-18, 1999, using the Integrated Quality Assurance Review process. 

 

This report is the summation of the impressions of a community team after interviewing consumers, staff members, community members and staff of other agencies.  It also includes a limited administrative review.  It does not represent or reflect a comprehensive review of this agency.  The community team has collaborated on this report and the findings represent their consensus.

 

Connecting Ties is a nonprofit organization providing support for 19 adults who experience developmental disabilities.  It also serves 11 older Alaskans with disabilities, 1 TEFRA child and has 12 potential consumers on their waiting list for service. The agency offers vocational services to 9 consumers and day habilitation services to 9 consumers; chore services to 2 consumers; respite services for 1 consumer; residential 24-hour care to 1 consumer; waiver programs for 8 consumers.  Connecting Ties'  5-member board is composed of community volunteers: community members, guardians, parents and a consumer. The board sets policy and supervises the executive director. The organization employs 8 full-time and 3 part-time employees, has a budget of approximately  $300,000.00 and serves Valdez, Copper Center, and Glenallen.

 

The agency offers vocational and day habilitation options in custodial work at the Royal Center, telephone company and Arts Design; delivery of lunches from Landing Lights and the food bank; SERVES; delivery of newspapers; work at the Westmark Laundry, ceramic studio and Second Time Around, and the greenhouse. Day habilitation options occur at the ceramic studio, Second Time Around and throughout the community based on the consumers' needs and requests outlined in their habilitation plan.

 

The agency is also involved and/or collaborates with the Hospital Task Force, a DVR contractor, in developing housing for older Alaskans, starting Parents Plus (part of Parents, Inc.), providing an Alzheimer’s group, participating in the school-to-work program, working with DSS, the day program, animal shelter, food bank, crisis line and Special Olympics.

 

The site review team met for three days at the Connecting Ties office in Valdez.  The team consisted of one community member and a facilitator. * Gena Kaiser, ARCA, from the Horizon's review team assisted on file reviews and Wini Crosby, Frontier Community Services, Soldotna,  met via teleconference to help with the draft report. The second community member had a family emergency and was unable to participate and the peer reviewer was unable to participate on site because of flight weather conditions.

 

Team members conducted interviews with 8 guardians/consumers, 5 board members, 3 employees, 4 direct service providers and 4 employers.  Of the 8 consumer/guardian interviews, 5 were from the random list and 3 from the alternate list.  The agencies interviewed were DVR, the school district, Horizons and Parents, Inc.  Interviews lasted between 20 minutes and one hour and were conducted by telephone or in person at people’s homes or at Connecting Ties.

 

The team’s impressions are: that Eva and the Connecting Ties staff work hard to provide a variety of individualized vocational and habilitation services to people within the confines of the community; that the consumer is the center of an organization in which employees feel empowered to problem-solve by using creative, innovative methods; that Connecting Ties’ greatest strengths are in it being a consumer services driven organization that collaborates very well within the community.  Connecting Ties has responded to consumer requests for services both by growing and by providing innovative services.  The agency’s weakness lies in its paperwork, especially in completed and updated consumer files. The files are nicely organized but missing vital personal, legal and funding information

 

OPEN FORUM

 

Connecting Ties planned and advertised an Open Forum on November 16,1999 at Valdez Library. A notice ran in the local television scanner and radio. No one attended the Open Forum.

 

FINDINGS

Progress Since Previous Review:

 

1.       Previous Recommendation: Continue the arrangements for an internal fiscal audit.

Action Taken: 

An internal audit was completed by Altman Rogers & Co. for the fiscal year 1996-97.  The Preliminary Draft is being reviewed by the board.  The board will make any necessary changes, and the final draft will be finished by the end of the month.

 

2.       Previous Recommendation: The Board needs to establish an evaluation for the Executive Director.

            Action Taken: An evaluation was established and completed by the board for the executive         director.

 

3.       Previous Recommendation: The agency should have policies and procedures for handling conflict of interest.

Action Taken: Policies and procedures for handling conflicts of interest were developed and implemented in the new-hire paperwork and were made available to all on-going employees.  The policies and procedures were gone over at a staff meeting in June.  A copy was added to the Policy and Procedure Notebooks which are kept at all work stations.

 

4.       Previous Recommendation: The offices of Connecting Ties are not accessible.

Action Taken: The office of CTI moved to an accessible location in the Royal Center which is also the location of the Day Habilitation Center and next door to one of the Vocational Work Sites.

 

 

5.       Previous Recommendation: Develop a process for periodically assessing your programs and

services.

Action Taken: Connecting Ties had a Quality of Service Survey for client and guardians combined, but new, improved separate versions were developed. The surveys are being mailed to consumers and families, as had been done in the past, for feedback on current and future needs as well as suggestions in all areas of service.

 

6.       Previous Recommendation: Begin including background checks in your hiring screening process.

Action Taken: Fingerprint cards have been completed by all employees.  Background checks were begun July fifteenth of last year.  They are gradually being completed, a couple at a time, depending on available funds.

 

7.       Previous Recommendation: Develop ways that consumers and guardians can be included in hiring and evaluating staff.

Action Taken: Consumer and guardian participation forms are completed for interview and

evaluation of staff.

 

8.       Previous Recommendation: Assure that all staff are knowledgeable of consumer mistreatment laws, policies, and reporting procedures.

Action Taken: Mistreatment laws, policies, and reporting procedures were completed and all staff had read and signed off that they had done so when they were employed at Connecting Ties.  The Policies were not in our Policies and Procedure Notebook at the time of our site review.  They were written in 1995 and have since been updated and inserted into the Policy and Procedure Notebook and the orientation packet.

 

9.       Previous Recommendation: Develop a way to identify staff training needs and ways to meet them.

Action Taken: Training needs are determined during annual employment review.

Policies regarding request for continuing education have been developed and included in policies and procedures.

 

10.   Previous Recommendation: Assure that all people who are working really want to work.

Action Taken: A Client Satisfaction survey is in the process of being developed.  Once it is finalized, will be distributed to clients/families for their options, wants and needs.  If there are any concerns, they are to be followed up by phone and then in person if necessary.

 

11.   Previous Recommendation: Continue to seek integrated work situations where consumers could be with non-paid people.

Action Taken: The agency is developing a "Friends" program to increase non-paid people in work situations.  It has written newsletters and advertised by various means with little response.  The agency intends to contact "Crossroads" in Fairbanks and review their program for additional ideas.

 

12.   Previous Recommendation: Assure that plans contain clear, measurable goals and strategies.

            Action Taken: Recommendation implemented.

 

13.   Previous Recommendation: Work with employers to assure they become the primary problem solvers.

Action Taken: Staff works in consultant roles rather than serving as the primary problem solver for workplace situations.

 

Choice and Self Determination

The team identified the following strengths under Choice and Self-Determination for people receiving DD services from CONNECTING TIES:

 

+ “Staff are quick to assist consumers in a very gentle manner to meet their goals. Their emphasis is always to pursue the consumer’s choice”.

 

+ “----- was very emphatic about staying in Valdez after Harborview closed and the agency supported his choice to keep living in Valdez, which is wonderful.”

 

 

The site review team did not find any weaknesses in this area.

 

Dignity, Respect and Rights

The team identified the following strengths under Dignity, Respect and Rights for people receiving DD services from Connecting Ties.

 

+ “”Care-givers here act as caring, concerned, gentle family.”

 

+ “Our last care conference really supported this area for us, especially the way they treated_____ like an adult and not a child.”

 

+ “Eva does a great job, some care providers didn’t.”

 

+ Consumers feel they have options without being pushed to accept particular ones.

 

+ Staff considers consumers’ dreams to be realizable.

 

The site review results did not find material weaknesses in the area of Dignity, Respect and Rights.

 

 

Health, Safety and Security

The team identified the following strengths under Health, Safety and Security for people receiving DD services from Connecting Ties.

 

+ “Connecting Ties is very open to families suggestions

 

+ “They go out of their way to make sure clients are looked after, they play close attention to safety, showing a lot of consideration for one another.”

 

+ “____ has some real challenges in her behavior that can put her in dangerous situations, she presents some interesting safety problems and the staff keeps her safe and stays on top of things.”

 

The site review results did not indicate material weaknesses in the area of Health, Safety and Security.

 

Relationships

 

The team identified the following strengths under Relationships for people receiving DD services from Connecting Ties.

 

+  “_____ is a very integral part of the community. When we took him out for pizza they even gave us a discount because the owners know him and like him.”

           

 

+ “Even though my daughter is on the wait list, she is always invited to participate in activities and welcome at the ceramic shop and parties, which will make her eventual transition into the program very comfortable.”

 

+ Consumers have opportunities to develop relationships with people in a wide variety of locations and activities.

           

The site review results did not indicate material weaknesses in the area of Relationships.

 

Community Participation

The team identified the following strengths under Community Participation for people receiving DD services from Connecting Ties.

 

+ “Connecting Ties has done an extraordinary job in meeting____ vocational needs within the Valdez community. They stretched and rethought to always help him out in finding and holding jobs.”

 

+ “Eva jumps right in every time a new job or opportunity opens up in town to see how a consumer will fit in.”

 

+ ”Everywhere you go in town you see a client involved.”

 

+ “ Staff bounces back and always looks for new things for clients to do if something else hasn’t worked out.”

 

+ “ Eva works hard and has the clients best interest in mind. She’s down to earth and very realistic about client’s abilities and possibilities.”

 

-- “ Sometimes you have to give Eva a little shove to get a job for a client because she gets so busy doing too many things.”

 

The site review results did not indicate material weaknesses in services provided by Connecting Ties in the area of Community Participation.

 

Staff Interviews

 

Staff is very supportive of the agency. There is an open-door policy and they not only feel they can talk about any problems, but also that they are heard and that actions to correct things will be taken. They feel that they are part of a team.

 

The staff is encouraged to take on-going training on a regular basis and feel very supported by the director. They have recently gotten a raise and benefits. However, staff evaluations are not connected to pay raises. Staff evaluations are not completed on time and plans are not included.

 

Collateral Agency Interviews

The four related service agency staff interviews characterized Connecting Ties’ services as being flexible, innovative and focused on positive outcomes for consumers.  Connecting Ties staff are willing to work with individuals who are hard to serve or who have complicated histories.  The communication and supervision required between agencies under these circumstances highlight the willingness of Connecting Ties staff to go the extra distance to provide individuals with choices.

“Eva has really done well. I see changes and she provides a service, without her the DD population in Valdez would have nothing to do.”

 

Administrative/Personnel Management

Connecting Ties meets the majority of Administrative and Personnel Standards. The following standards are rated at a partial level and need to be addressed by the agency:

 

1. Connecting Ties’ administrator reported that the year’s audit is not yet complete because of staff changeover with the accounting firm. This agency, because of its small amount of grant funding, isn’t legally bound to have an audit annually, but it is good business practice especially in light of its total budget.  Standard #3

 

2. The governing body of the agency oversees the selection and evaluation of the director, but this is not occurring in a timely manner and needs to be regular and timely.  Standard #9

 

3. The program is not obtaining informed consent from consumers or guardians/family.  They have the forms but are not using them.  Also, the agency needs a release of information form.  Standard #27

 

4.  A staff development plan needs to written with each staff member along with their annual evaluation and placed in their file.  Standard #29

 

File Review

 

Files were arranged in an organized manner and contained relevant information.  Eight files were reviewed and one was excellent.  Seven had deficits: 1) lack of signatures on the plans of care, 2) dates of assessments that did not match with cost sheets (new assessments need to match with cost sheets), 3) no or minimal progress notes (some progress notes were only one word like "good"), 4) no client picture, 5) no emergency numbers, 6) no updates on budgets (old budgets did not match plan of care), 7) level of determination not on file, 8) no exchange of information forms, 9) no Estimated Annual Medical Expense Form, 10) no change of status form, 11) no combined residential habilitation-supported living-vocational form stating costs and expenses, 12) no copy of guardianship papers.

 

Areas Requiring Response

 

1.       The governing body should oversee the regular annual evaluation of the director.  Standard #9

 

2.       The program must obtain and document informed consent from consumers before initiating services and when services are changed or modified.  Standard #27

 

3.        A staff development plan must be written annually for each professional employee and include an opportunity for employee feedback to the agency.  Standard #29

 

4.       Standardize consumer files to include all necessary information.

 

Other Recommendations

 

1.       Complete the annual audit.

 

2.       Complete background checks on remaining direct care providers.

 

3.       Finalize the Client Satisfaction Survey.

 

4.   Continue development of non-paid relationships with the Friends program and other initiatives.

 

5.       One person mentioned that they felt job coaches may need more training to work with clients.

This was only mentioned once and does not reflect an agency-wide problem.  All other respondents were pleased with the vocational program.

 

Closing

The site review team would like to thank the staff, board and consumers who aided in the review.  It is a pleasure and an honor to participate in reviewing an agency where standards of service are excellent.  The commitment of staff to carrying out the wishes of people who use Connecting Ties, Inc.'s services was a central theme during interviews, as was your focus on providing services and your collaboration and involvement in the entire Valdez community.

 

The final draft of this report will be prepared within 7-14 days and sent to DMHDD.  The report should be finalized within 30 additional days.  At that time, Connecting Ties, Inc. and DMHDD will collaborate on a plan to make needed changes.