Work Program & Budget - OCWCOG

Work Program & BudgetOregon Cascades West Council of Governments

FY2016 – 2017

Draft

Prepared by:The Oregon Cascades West Council of Governments

1400 Queen Avenue SEAlbany, OR 97322541.967.8720 (p)541.967.6123 (f)www.OCWCOG.org

www.StateoftheRegion.orgExecutive Director: Fred Abousleman

Draft for Board of Directors March 2016

Table of ContentsOverview of COG Programs & Funding For FY2016-2017.......................................5

Consolidated Revenue Chart.........................................................................................9Agency and Department Budgets............................................................................10

Agency Budget..............................................................................................................11Consolidated Oregon Cascades West Council of Governments..................................12Consolidated Senior & Disability Services................................................................... 17Consolidated Community & Economic Development...................................................20Consolidated Lending...................................................................................................22 Consolidated Technology Services...............................................................................24 Consolidated General Administration...........................................................................26Consolidated Non-Departmental..................................................................................28Consolidated Business Services..................................................................................30

Senior and Disability Services.........................................................................................31 Medicaid.......................................................................................................................33

Adult Protective Services.............................................................................................34Senior Corps Programs, Retired and Senior Volunteer Program, and

Foster Grandparent Program............................................................................35Benton County Veterans’ Services...............................................................................36Senior Meals/Meals on Wheels....................................................................................37Older Americans Act Programs / Oregon Project Independence, and Contracts.........38

Community and Economic Development......................................................................41Planning: Community Development.............................................................................43Planning: Economic Development...............................................................................44Planning: Technical Assistance and Miscellanous Projects.........................................45Transportation: Cascades West Area Commission on Transportation.........................46Transportation: Transportation on Demand and Transportation Options.....................47Transportaton: Miscellanous Transportation Projects..................................................48

Albany Area Metropolitan Planning Organization.........................................................50Cascades West Ride Line and non-emergent transportation brokerage .....................49

Corvallis Area Metropolitan Planning Organization......................................................51 Business Lending.........................................................................................................53

General Administration.....................................................................................................55Oregon Cascades West Council of Government’s Board and Committees.........59Acronym List.......................................................................................................................60

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Overview of OCWCOG Programs and Funding For FY2016-17

Role of the Oregon Cascades West Council of Governments:The Oregon Cascades West Council of Governments (OCWCOG) is an entity voluntarily created by local governments and Port Districts within Benton, Lincoln, and Linn Counties, and the Confederated Tribes of the Siletz Indians. Oregon law (ORS 190.010) authorizes the OCWCOG to carry out, on behalf of the forming governments, programs those governments could otherwise operate independently. Only the authority of the member local governments, and their willingness to delegate their authority to the OCWCOG, limits the range of services that OCWCOG can provide.

Program Areas: Senior and Disability Services• Purpose and Intent

• Staff Federal and State long-term care programs (Medicaid, SNAP benefits, and Oregon Project Independence). The goal is to assist qualified clients in finding and maintaining the least restrictive living situation consistent with their physical and mental health.

• Staff Federally designated Area Agency on Aging (AAA), including programs such as Senior Meals/Meals on Wheels, and the Aging and Disability Resource Connection (ADRC), which provides information and assistance that allows seniors and persons with disabilities to access needed resources.

• Assist seniors and retired persons to serve their communitied through volunteering with OCWCOG’s Retired Senior and Volunteer Program (RSVP).

• Assist veterans in Benton County with obtaining all benefits they are entitled to receive.• Geographic Service Area

• All services, except Veterans’ Services, are provided in OCWCOG’s tri-county region. Principle offices are in Albany, Corvallis, and Toledo.

• Benton County contracts with OCWCOG to staff its Veterans Services Office. Lincoln and Linn Counties provide their own Veterans Services staff.

Community and Economic Development• Purpose and Intent

• Staff State and Federally authorized regional economic development planning and grant programs.

• Assist new and expanding businesses in obtaining needed capital.• Assist local governments’ goal setting, project development, and planning.• Assist local governments with infrastructure improvements.

• Geographic Service Area• The Federally designated Cascades West Economic Development District (CWEDD)

serves Benton, Lincoln, and Linn Counties.• The Business Lending Program serves clients and commercial lenders primarily within

Benton, Lincoln, and Linn Counties, though in some instances can offer its lending services statewide.

Oregon Cascades West Council of Governments FY2016-17 Workplan & Budget 5

Transportation• Purpose and Intent

• Administer State and Federally authorized region-wide and sub-regional transportation planning programs.

• Administer the non-emergency medical ride brokerage, Cascades West Ride Line, which arranges rides for Medicaid and other clients.

• Area elected officials and OCWCOG Staff participate in statewide and multi-state efforts to gain resources and policy changes to improve the transportation system.

• Geographic Service Area• The Cascades West Area Commission on Transportation (CWACT) serves Benton,

Lincoln, and Linn Counties.• The Corvallis Area Metropolitan Planning Organization (CAMPO) serves Adair Village,

Corvallis, Philomath, and a portion of Benton County.• The Albany Area Metropolitan Planning Organization (AAMPO) serves Albany,

Millersburg, Tangent, portions of Benton and Linn Counties, and the City of Jefferson, which is in Marion County.

• Cascades West Ride Line services Benton, Lincoln, and Linn County residents and health care providers.

• Statewide and multi-state coalitions include the Oregon Metropolitan Planning Organization Consortium.

General Administration• Purpose and Intent

• Provide consultative and technical assistance in the areas of Finance, Human Resources and Technology to members.

• Provide all human resources, technology, facilities, finance, and general agency management services. OCWCOG contracts with private attorneys for legal services.

• Assist members with personnel, technology, finance, and general administration matters.• Geographic Service Area

• General Administration staff provides services in all OCWCOG offices and to all OCWCOG staff.

• By member request, General Services staff provides services within its tri-county region of Benton, Lincoln, and Linn Counties.

6 FY2016-17 Workplan & Budget Oregon Cascades West Council of Governments

Governance, Administration, and Programs of COG:A Board of Directors (Board), consisting of an elected representative from each member government, governs the OCWCOG. No member or class of members has more authority than another, regardless of size of population or type of government. The Board meets bi-monthly.

The Board hires an Executive Director who is delegated all operational and contracting authority. However, the Board retains budget approval authority, including the setting of pay levels, benefits amounts, and approves the labor contract with the Service Employees International Union (SEIU), which represents the majority of OCWCOG’s employees. The Executive Director makes recommendations to the Board regarding these matters prior to Board action.

The Board has an Executive Committee and a Finance Committee. The Executive Committee meets bi-monthly with OCWCOG management to discuss and advise on operational issues. The Finance Committee consists of the Executive Committee and certain OCWCOG standing committee chairs. The Finance Committee meets on an as needed basis. Historically, the Finance Committee has also served as the Budget Committee, which is a committee required by State law. The OCWCOG is required by State law to follow a budgeting process similar to that specified for Oregon local governments.

In addition, there are several standing advisory bodies for specific programs. It is at the advisory body level that most deliberation regarding programs occurs, whereas, the Board’s responsibility focuses on the overall structure and finances of the OCWCOG. The Board is, nevertheless, the final policy authority for all programs that are the direct responsibility of the OCWCOG. The OCWCOG provides staff by contract to several regional bodies and local governments. In these cases, the Board’s role is limited to deciding if the OCWCOG should provide staffing for the other agency. No member may independently require that the OCWCOG operate a program on its behalf without the approval of the OCWCOG Board. However, members may ask for OCWCOG assistance with that members’ specific project or program, as long as the general area of assistance is described herein. Given that general authority, OCWCOG staff may from time to time contract with a specific member to provide such a service, without that specific project being included in this document.

All work of OCWCOG staff is presented in this document. Consequently, this document can be correctly read as an “authorization” document, directing the Executive Director to carry out programs and functions on behalf of the members consistent with this document.

COG Funding:Each member is assessed dues annually. Dues are assessed as “General”, “Transportation”, and “Community Development”. The General dues are allocated to each program area as described in the annually adopted budget. COG annual dues rates are adopted each year in January and are equal to approximately 1% of the total agency revenue. By law, ORS 190.010 entities may not establish a tax base as a source of revenue. Consequently, the General dues are the only general purpose funding of the agency and, therefore, the only funds that the Board can redirect to different programs. Dues are used to provide required matching funds to gain State and Federal program funding.

The vast majority of OCWCOG revenue the agency receives is in the form of payment for contracted services through Federal, State, and local contracts.


Revenue Chart FY2016-2017

*Federal contracts including funds passed through the State government.



Agency and Department BudgetsIn this section, you will find the agency’s budget, as well as each department’s consolidated budgets. They can be found on the following pages: 11 Agency Budget 12 Consolidated Cascades West Council of Governments 15 Consolidated Senior & Disability Services 18 Consolidated Community & Economic Development 20 Consolidated Lending 22 Consolidated Technology Services 24 Consolidated General Administration 26 Consolidated Non-Departmental 28 Consolidated Business Services




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Senior and Disability ServicesThe Senior and Disability Services (SDS) department supports older adults and people with disabilities through the coordinated operation of a variety of State, Federal, and local government funded programs. In addition, SDS has been successful in securing and administering contracts and grants with partners, such as Samaritan Health Services.

The State of Oregon’s Department of Human Services (DHS) contracts with OCWCOG to provide a community-based administrative and service delivery structure at the request of the OCWCOG member governments. There are a wide variety of services provided. SDS programs serve older adults and people with disabilities in the region through an Aging and Disability Services Connection (ADRC) Call Center; Medicaid programs, including Long-Term Services and Supports (LTSS); Adult Protective Services; Older American Act (OAA) Programs; Oregon Project Independence (OPI), Senior Meals/Meals on Wheels; and two Senior Corps Programs, the Foster Grandparent Program (FGP) and the Retired and Senior Volunteer Program (RSVP). Within SDS, we include Benton County Veteran Services, which serves all Benton County Veterans.

OCWCOG is the lead agency for the ADRC in Benton, Lincoln, and Linn Counties. The ADRC works in collaboration with other existing health and community agencies to be a highly visible, trusted source of information on the full range of long-term care support options available in the community. The ADRC is available to people of all ages, income, and disabilities who have questions on long-term care options and supports. The goal of the ADRC is to empower people to make informed decisions about long-term care supports and to help them easily access supports and services for themselves or someone they care about.

OCWCOG provides services that are unique and complementary to ones provided by community partners. Senior and Disability Services continues to strengthen partnerships and work collaboratively with Samaritan Health Services, the local Coordinated Care Organization (CCO), and the Intercommunity Health Network (IHN) by partnering in programs that support community health, such as Chronic Disease Prevention Self-Management Classes.

Program Contact:Dave [email protected]


Program AdministrationProgram Administration Services are provided by the Department Director, Executive Assistant, and Administrative staff. The function of this team is to support the organization, the Advisory Councils, and SDS consumers. Public education and advocacy efforts are targeted to assist and inform all of the citizens of Benton, Lincoln, and Linn Counties about the issues and developments in the field of aging and disability services.

Program Area Oversight Committee or Commission:• Disability Services Advisory Council• Senior Services Advisory Council

Funding:Funding for Program Administration comes from the Medicaid and OAA allocation.

Goals:• To provide a high level of advocacy in the community through the support of our Senior Services

Advisory Council (SSAC), Disability Services Advisory Council (DSAC) and ADRC Advisory Council and to continue to build stronger relationships through our involvement in the Oregon Association of Area Agencies on Aging and Disabilities (O4AD) .

• Promotion of the ADRC in our communities as the single contact for all information and services associated with aging and disability issues.

• As experts in long-term services and supports, OCWCOG will be a resource and partner in making the region age-friendly by supporting well-designed, livable communities that promote health, sustain economic growth, and make for happier, healthier residents of all ages.

The Medicaid ProgramThe contract with DHS to administer the Medicaid program is the largest contract OCWCOG has, approximately $18 million for the biennium. Through this contract, the program is administered to provide medical and dental coverage for those who are aged, disabled, or blind in our region and meet the eligibility criteria. Also administered is the Medicare Savings Programs (MSP) for those older adults and people with physical disabilities who are also receiving Medicare. The Supplemental Nutrition Assistance Program (SNAP) is offered for these same individuals as well as those age 60 and over who are not eligible for Medicaid or MSP. SNAP consumers receive food benefits through the Oregon Trail card and are eligible based on income and costs to their home. Eligibility determination and case coordination is provided to approximately 13,000 consumers.

Long-Term Services and Supports (LTSS) is a program designed to ensure consumers access to, and coordination of, medical care, home and community based services and nursing facility care. It emphasizes consumer choice, maximum independence, and cost effectiveness.

Funding: Ninety-nine percent of the funding for Medicaid and SNAP, is via an intergovernmental agreement with DHS. We also use local dollars, such as member dues, for Medicaid match.

Goals:Cracks to the foundation of the Medicaid program have been identified in the past year. Four simple, yet critical, goals have been set for the coming year. They are as follows:• Outreach and Education Plan: SDS will create and implement a plan to reach OCWCOG

members, elected officials, community partners, and residents to provide information on the services and programs SDS provides and share the consumer’s challenges and successes.

• Evaluating the Program: It is important to have a comprehensive service delivery assessment to ensure services are being provided in the most efficient and effective way. Also needed is an evaluation of the program’s risk management practices to provide protection to our program.

• Investing in Our Employees: Creating a work environment that supports employees is critical. Ongoing training and resources through our Health and Wellness Committee gives employees the tools to handle work stress, compassion fatigue, along with balancing work and home life. Setting the bar high and outlining clear expectations when hiring and training employees, gives employees the ability to be more adaptable and better able to handle change.

• Strengthening Partnerships: Title XIX is a very structured program with restrictions on who can be served, therefore it is important that community programs such as Options Counseling and Senior Meals/Meals on Wheels provide support services to consumers. Community partner relationships with IHNs are also critical toward ensuring that Long-Term Care needs are coordinated with medical needs of the individual.


Adult Protective ServicesOCWCOG is statutorily and contractually obligated to assess the potential risk of harm, investigate all abuse allegations, and provide protective services to those 65 and older, and people with disabilities over the age of 18. Abuse includes verbal, sexual and physical abuse, neglect, and financial exploitation. The Adult Protective Services (APS) team works collaboratively with other services such as the State Ombudsman program, County mental health programs, local law enforcement agencies, and district attorney offices, along with other community programs.

In 2015 alone, 2,300 phone calls were received reporting suspected abuse. Of those calls, over 1,100 cases were investigated and the rest were provided resource and referral information. Funding:APS is funded solely by the Oregon Legislature through a contract with DHS.

Goals:• To ensure abusers are held accountable in as efficient of a manner as possible, APS will increase

the percentage of completed investigated reports to over 75%. This will be accomplished through staff training and adoption of Lane Council of Government’s (LCOG) data tracking and management system, which has been determined to meet our needs and to support the work our APS team does.


Senior Corps Programs,Retired and Senior Volunteer Program, and

Foster Grandparent ProgramOCWCOG’s Senior Corps connects local seniors, age 55 and over, with the people and organizations that need them most in the tri-county region. Volunteers serve as tutors, mentors, counselors, or companions to people in need, or contribute their job skills and expertise to community projects and organizations. Volunteers receive guidance and training so they can make a contribution that suits their talents, interests, and availability; and, income-eligible volunteers are offered a tax-exempt stipend, meals, and mileage reimbursements. Funding: Funding for Senior Corps Programs at OCWCOG comes from a variety of sources including federal and state grants, city and county governments, contracts, the OCWCOG Senior Services Foundation, in-kind donations, and fundraising. This diversification of funding, along with strong community match funding, has provided financial stability since the program’s inception in the area in 1973.

OCWCOG’s Retired and Senior Volunteer Program (RSVP) has increased grant writing efforts over the last year to help offset the rising costs associated with doing business, such as increasing insurance rates and administrative costs. This increased effort included the awarding of the Foster Grandparent Program (FGP) for Benton, Lincoln, and Linn Counties for FY2015-2016, which provided an infusion of funds without mandating an increase in staff. Promoting intergenerational gains through the use of volunteer academic tutors allows OCWCOG to expand its grant writing collaborations to include youth-focused community partners, such as school districts, Boys and Girls Clubs, and the United Way. Goals:• To raise $30,000-$60,000 during FY2016-2017 and adjust staff throughout the region as

appropriate to ensure maximum benefit of the programs in the region.


Benton County Veterans’ ServicesThe Benton County Veterans’ Services program serves over 7,000 veterans and their dependents that live in Benton County by providing them direction, support, and advocacy for filing claims to the U.S. Department of Veterans Affairs for compensation and pension. Also offered is information, referral, and assistance for other entitlements such as Veterans Administration medical care, Home Loan Guaranty, education programs, State Home Loans, and other State and local benefits.

Funding:OCWCOG holds a contract with Benton County who funds the Veterans program with County general fund dollars, as well as pass through dollars from the Oregon Department of Veterans Affairs. Last year, Benton County agreed to increase funding so staffing could be increased to reach more Veterans.

Goals:• Increase access to veterans: Veterans Services Officer will engage community partners and

elected officials to provide information on what services Benton County Veterans has to offer.• Convey advantages of a Regional Veterans Center: Discussion with Lincoln and Linn Counties

to explore the advantages of a regional Veterans center through OCWCOG.• Evaluate Veteran directed Home and Community Based services option: This program provides

services to Veterans to help them remain in their own home with the support of caregivers. The Veteran is the employer and is responsible for recruiting, training, supervising, and managing those providing care. This program would allow more coordination of services for veterans, and it compliments other program eligibility. As well, it would infuse more income into Benton County and provides Veterans with choice. This program is an opportunity for a collaborative partnership with OCWCOG, the Veterans Health Administration and the U.S. Department of Veterans Affairs. The first step will be to engage Multnomah County and the State Unit on Aging to review Veterans Health Administration and Administration on Community Living to determine if this is a feasible option.


Senior Meals / Meals on WheelsSenior Meals provides nutritious meals to eligible consumers in eleven congregate dining sites and through the Meals on Wheels home delivery. The dining sites provide opportunity for seniors to partake in nutritious meals with their peers in a social atmosphere. The Meals on Wheels program enables participants to remain in their home, living as independently as they choose, and provides some contact and a safety check through the volunteer drivers who deliver the meal to their doorstep.

Funding: The majority of the meals provided in Benton, Lincoln, and Linn Counties are paid for by funds provided by the Older Americans Act (OAA) and United States Department of Agriculture (USDA). Unfortunately, these funds do not cover the cost of meals requested by OAA consumers. Medicaid, Oregon Project Independence, and local monies from a variety of sources including fundraising, grant requests, gifts, and client donations make up the rest of the Senior Meals budget.

Senior Meals/Meals on Wheels funding is currently not sustainable. Without additional revenue streams, cost cutting measures, such as meal site closures and consumer wait lists, may be inevitable.

Goals:• Diversify Senior Meals/Meals on Wheels funding streams by contracting with non-profits,

partnering with health system providers to pay for meals, and increasing revenue through grant writing and fundraising will be key strategies toward making this program fiscally viable.



Older American Act Programs, Oregon Project Independence, and

ContractsOlder American Act (OAA) and Oregon Project Independence (OPI) help older adults and people with disabilities to live and thrive in communities of their choice for as long as possible. These programs provide information, assistance, case management, preventative evidence based health services, legal services and elder abuse prevention, family caregiver support, options counseling and nutrition services, as well as personal and home care.

Funding: Funding for OAA programs and OPI come from multiple sources, including Federal dollars (25%), State general funds (45%), local income from program participant fees, in-kind match, (5%) and contracts (25%). The program budgets have varied through the years based on the overall health of the economy. Unfortunately, federal sequestration decreased funding in FY2013-2014, but those dollars were restored for the FY2015-2017 biennium.

Traditionally funds for OAA Programs and OPI at OCWCOG have been supplemented by writing grants and community financial support. While OAA programs and OPI reach only a small number of consumers, the impact of these programs are huge, as they enable seniors and people with disabilities to stay in their own home, eat nutritional meals, and live as independently as possible while staying off of Medicaid.

Funding is expected to remain stable for OAA and OPI through FY2017. Budget forecasts presented by the Oregon Department of Human Services for the FY2017-2019 biennium indicate looming funding challenges ahead.

Closely tied to OAA and OPI funds is Aging and Disability Resource Connection (ADRC) funding that was created for the development of new programs. OCWCOG uses these monies to support Options Counseling, Money Management, Living Well Programs, and other evidence-based programs, such as the Program to Encourage Active and Rewarding Lives (PEARLS).

The ability to use OAA funds and ADRC program development funds as seed money to focus on program expansion through contracting has led to great program growth over the last biennium. OCWCOG Senior and Disability Services will continue to develop partnerships that serve communities and diversify funding. Full funding for these programs in the FY 2017-2019 is questionable and therefore the development of other local sources of revenue may be required to sustain these programs.


Goals:• In FY2017, OAA and OPI programs will continue to provide a high level of service while cutting

cost by 10%. This is necessary to allow the program to enter the 2017-2019 biennium in as strong of a position as possible. It can be accomplished by using better vacancy management, reducing the cost of services provided to consumers through changing our service delivery model, and staff sharing within SDS programs, as well as across the agency.

• Capturing all money available to the agency in the form of contracts and not leaving any unclaimed will be a priority for 2016. For example, short staffing has not allowed us to complete Private Admission Assessments in a timely manner. This work which is reimbursable by the State and important for consumers will be completed and billed for in FY2017.

• Developing more contracts with entities such as the InterCommunity Health Network, Samaritan Health Services, and other community partners, like local nursing facilities, helps to subsidize the funds provided by OAA, OPI, and State contracts, and allows OCWCOG to stretch the limited allocations to serve more consumers. This is an activity that will be focused on in the next year.

• Creating a fee-for-service model and providing private pay case management would be another way to extend funds and diversify our revenue streams in FY2017.


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Community and Economic Development

OCWCOG’s Community and Economic Development (CED) department engages in a variety of programs that support the region and member communities to improve the economic health of our region. CED provides staffing and support services to provide regional planning and forums for resolving community-level and region-wide issues. CED operates in the true spirit of regional councils across the country, serving as the Metropolitan Planning Organization (MPO), regional planning council, economic development district (EDD) as well as providing unique transportation services such as Non-Emergent Medical Transportation (NEMT), staffing for the Area Commission on Transportation (ACT) and Transportation Options (TO) programs.

The CED department has helped local governments, communities, and economic development partners meet priority needs and opportunities for over 30 years. The department also helps our region and its communities discuss and address regional, multi-jurisdictional and local issues.

The largest area of the department in terms of budget and staffing is transportation services programs. The fastest growing of these is the Cascades West RideLine Brokerage, whose objective is to coordinate transportation services for eligible Oregon Health Plan (OHP) and Medicaid clients traveling to and from covered non-emergency medical services. In addition to standard daily service, staff have taken on several “pilot” projects aimed at exploring and resolving specific transportation needs and issues, such as a new bike-share program, due to be launched in 2016.

The CED department also staffs two MPOs in the region – the Corvallis Area MPO (CAMPO) and the Albany Area MPO (AAMPO), as well as the Cascades West Area Commission on Transportation (CWACT). CED staff also provides a wide range of services to convene and resolve regional transportation issues related to transportation options, transportation demand management, transit integration, mobility management and unique explorations, such as the nexus between health and transportation and housing.

CED also provides a robust business lending program, designed to help businesses obtain financing for start-up and expansion. CED operates the four-county Cascades West Economic Development District (CWEDD) which supports local and regional economic development efforts, provides the region’s economic development strategy and acts as a conduit to additional State and Federal funding sources and programs.

Funding for CED programs comes from a variety of sources, mainly State and Federal contracts. A future goal calls for diversifying this revenue stream to include more local contracts, grants and private sector support. CED continues to strengthen partnerships and works collaboratively with the local Coordinated Care Organization (CCO), the Intercommunity Health Network (IHN) as well as the Oregon Department of Transportation (ODOT), member jurisdictions and many other State and Federal agencies.



Program Area Oversight Committee or Commission:• Community and Economic Development Committee

Program Contact:Phil [email protected]


Planning: Community DevelopmentImproving the quality of life for residents in our region has been the mission of OCWCOG since its inception. OCWCOG has a professional Community and Economic Development (CED) staff to assist communities, especially smaller communities, with specialized tasks for which they do not have in-house expertise. These tasks generally fall into two broad categories: Community Facilities Development, and Planning and Technical Assistance. There is some overlap into the program area of the Comprehensive Economic Development Strategy (CEDS) of the Cascades West Economic Development District (CWEDD).

Funding:Funding for this activity will be derived from a variety of sources, to include one or more of the following: State of Oregon funding through programs such as Transportation Growth Management (TGM) or Business Oregon grant programs; Federal programs such as U.S. Environmental Protection Agency (EPA) Community Brownfields Assessment, U.S. Department of Commerce’s Economic Development Administration (EDA) planning grants, or U.S. Department of Agriculture (USDA) grants; or direct service contracts with regional entities such as cities, counties, ports, tribes, etc.

Goals:• Establish a sustainable staffing solution that allows CED/CWEDD/OCWCOG to be responsive,

proactive, and opportunistic. • Complete regional industrial wetlands project.• Provide increased CED staff presence in Benton and Lincoln Counties through new office

locations.• Conduct region-wide or district-wide member needs assessment.


Planning: Economic DevelopmentThe objectives of this Economic Development Planning program are to encourage new employment and investment opportunities, and promote a more stable and diversified economy in OCWCOG’s three-county region and the four-county Cascades West Economic Development District (CWEDD). The function of this program is guided by the implementation of the 2015-2020 Comprehensive Economic Development Strategy (CEDS), responsiveness to member needs as they arise and continued services of the Business Lending program.

Business Lending provides access to capital to regional small businesses through five direct loan programs and packaging of two Small Business Administration (SBA) programs.

Regional economic development planning and administration convenes partners in the four-county Economic Development District to implement the 2015-2020 CEDS, reestablish, and reconvene the OCWCOG Community & Economic Development Committee.

Technical Assistance aims to provide services such as Geographic Information Systems (GIS) services, grant writing, project development/management, and funding assistance to member agencies.

Funding:Funding will be provided primarily through EDA planning grant that is shared with Lane Council of Governments (LCOG). Funding may also be derived from a variety of other sources, to include one or more of the following: State of Oregon funding through programs such as Transportation Growth Management (TGM) or Business Oregon grant programs; Federal programs such as EPA Community Brownfields Assessment, EDA planning grants, or USDA grants; direct service contracts with regional entities such as cities, counties, ports, tribes, etc.

This activity will also begin to explore other funding models, based on best practices from other Economic Development Districts in Oregon, to include seeking additional local public funding, as well as regional private sector funding.

Goals:• Implement 2015-2020 CEDS.• Evaluate need for and/or reestablish OCWCOG Community & Economic Development

Committee.• Provide increased CWEDD presence and active working groups.


Planning: Technical Assistance and Miscellaneous Projects

The OCWCOG provides support for local economic development initiatives through research, grant writing, project development and management, and technical assistance. Communities within the region contract with the OCWCOG for services, or the OCWCOG provides services through contracts with funding entities, such as the Oregon Business Development Department or EDA.

OCWCOG provides these services when a project is multi-jurisdictional, as OCWCOG has expertise that local jurisdictions themselves do not, and/or the funding entity chooses to work with/through regional agencies. The Regional Industrial Lands and Wetlands Mitigation Project, examining the extent to which wetlands constrain economic investment and identifying options to remove barriers to development of lands containing wetlands, is an example of an ongoing inter-jurisdictional project.

Funding:Funding for these varied activities will come from projects as they are developed and from a variety of Federal, State, regional, and local sources.

Goals:• Completion of the Regional Industrial Lands and Wetlands Mitigation Project.• Assistance to members in accessing funding provided through State and Federal programs.• Other projects as requested or initiated.


Transportation: Cascades West Area Commission on Transportation

OCWCOG staffs the Cascades West Area Commission on Transportation (CWACT). This includes maintaining information and decision-making systems, conducting research, assisting in the identification of regional transportation issues, and providing meeting support. These services are provided to the jurisdictions within our region and are funded primarily by ODOT.

Funding:Funding will be derived from ODOT primarily and COG dues if necessary.

Goals:• Assist members to access funding for transportation projects. • Provide input to the Statewide Transportation Improvement Program.• Provide input and recommendations regarding State plans, policies and programs.• Advocate for enhanced coordination and collaboration with the CAMPO and the AAMPO, as well

as with other ACTs, regional members and ODOT staff.• Evaluate and determine optimal COG staffing model for this activity.

Program Area Oversight Committee or Commission:• CWACT Policy Board


Transportation: Transportation Demand Management; Transportation Options

The Transportation Demand Management/Transportation Options program provides assistance to residents, travelers, and employers in the region. There are multiple programmatic concentrations to help overcome barriers and gaps in the transportation network, to include: Cascades West RideShare, Valley Vanpool, and other services, including planning and our websites. Staff works with local jurisdictions and employers, as funding permits, to expand transportation options available in our region. Services coordinated under this program area include:• Cascades West Rideshare • Drive Less Connect • Valley VanPool• Employer based commute services• Safe Routes to School• Regional Park and Ride Plan

Funding:OCWCOG receives funding for transportation demand management (TDM) / transportation options (TO) activities from the ODOT, Region 2 as an allocation of the Statewide Transportation Improvement Program (STIP). Over the past few years, there has been a concerted effort to increase the funding diversity along with increased statewide investment in transportation options through ODOT’s Rail and Public Transit Division. The Regional Park and Ride Plan is funded through a separate STIP grant from the Region 2 funds.

Additional funding has been generated from new grants to assist communities build or enhance Safe Routes to School programs. These funds are administered by ODOT’s Transportation Safety Division and a non-profit, Commute Options. Sponsorships by local private organizations have increased substantially over the past several years and fully cover match requirements of the grants.

Goals:• Develop Regional Park and Ride Plan. • Expansion and improvement of park and ride network.• Collaboration with ODOT in the enhancement of the multistate ride-matching system.• Support of Safe Routes to Schools Programs.• Expansion of vanpool services to link the Mid-Willamette Valley and the central Oregon Coast.• Community transportation grant writing assistance; increase community resources.


Transportation: Miscellaneous Transportation Projects

This area of work provides assistance to the region and local communities with transportation projects, plans, and studies and is largely integrated throughout other CED functions. Services are provided at the request of a local jurisdiction or as an outcome of the work of the Area Commission on Transportation or other multi-jurisdictional collaboration.

Funding:Funding is typically provided by a local jurisdiction or the State of Oregon via contract or intergovernmental agreement. OCWCOG may utilize dues to cover costs of applying for funds, developing scopes of work and contracts for these projects.

Funding will be provided by potentially a variety of sources, to include OCWCOG transportation dues and contracts with local members for service.

Goals:• COG will develop and maintain capacity to respond to requests for service.• Conduct a regional member needs assessment. • Conduct at least one partner TGM project.• Complete Highway 34 Scenic Byway Corridor Management Plan.


Cascades West Ride Line and Non-Emergent Transportation Brokerage

Cascades West Ride Line provides non-emergent medical transportation (NEMT) for Medicaid eligible clients enrolled in the Oregon Health Plan through either InterCommunity Health Network Coordinated Care Organization (IHN-CCO) or the Oregon Health Authority. In accordance with Oregon Administrative Regulations, traveling to and from covered medical services is available for Medicaid recipients. Ride Line, working with transport providers, coordinates the most appropriate and cost effective rides to and from Medical appointments using a variety of modes of transport including: transit, sedan, wheelchair, stretcher, secured, mileage Reimbursement, when client or someone drives them to and from appointment, and evening, weekend, and holiday after hours transport available for urgent, but non-emergent. Pilot Projects: Ride Line, in conjunction with the IHN-CCO, is working on NEMT pilot projects funded by IHN. These pilots include: • Transport provider training• Member satisfaction • Web development• Provider audio/video equipment• Bikeshare• Evidence-based classes

Funding:Funding for Ride Line transportation program comes from the Title XIX Medicaid program through IHN-CCO and the Oregon Health Authority. Pilot projects are funded by IHN-CCO. Funding is restricted to be used for non-emergent medical transportation only.

Goals:• Set up auxiliary power to continue service delivery of NEMT to members during power outages.• Develop web-based prior authorization software allowing better access for members, self-

management, accuracy of information, and increase member accountability.• Coordination with CED Ride Line and SDS for integration of two call centers.• Develop a Member Satisfaction Incentive Program to collect measureable data, develop survey

questions and incentive structure, and secure a survey service.• Establish a member centered Bikeshare program.• Expand NEMT services for Evidence Based Practices.


Albany AreaMetropolitan Planning Organization

The Albany Area Metropolitan Planning Organization (AAMPO) is the federally-designated metropolitan planning organization for the Albany Urbanized Area. AAMPO members include the cities of Albany, Jefferson, Millersburg and Tangent, Linn and Benton Counties, and the Oregon Department of Transportation. Staffing for AAMPO is provided through a five-year contract with the OCWCOG.

MPOs provide a venue for collaborative regional transportation planning with key tasks being development of a Regional Transportation Plan and prioritization of regional transportation projects for federal funding.

Funding:Funding for AAMPO planning and programming activities is primarily comprised of the Federal Highway Administration Planning (PL) funds and Federal Transit Administration 5303 funds, which are programmed through ODOT. ODOT State Planning and Research (SPR) funds, also a federal source, are occasionally received to support specific planning efforts. The combined PL and 5303 funding level recently decreased for AAMPO, however, it is expected to remain relatively stable at its current funding level.

Goals:• Adopt AAMPO’s first Regional Transportation Plan by late 2017, in compliance with both state

and federal guidance. A Transit Development Plan will also be prepared as part of this process.• Implement AAMPO’s first federally-compliant four-year Transportation Improvement Program,

programming over $4 million in federal funds for local transportation services and system improvements.

• Collaborate with the CAMPO to establish a stable governance structure for the Linn Benton Loop transit service, and begin identification of a stable long-term funding structure.

• Increase AAMPO staff capacity by limiting work of AAMPO staff on non-MPO projects and increasing delegation of tasks to CED Planning staff.

• Increase AAMPO’s involvement in regional planning through ongoing coordination with regional stakeholders. For example, this can include involvement in local transportation system planning, corridor planning, transit coordination, local visioning efforts, travel training programing, or other transportation options planning/programming.

Program Area Oversight Committee or Commission:• AAMPO Policy Board


Corvallis Area Metropolitan Planning Organization

Corvallis Area Metropolitan Planning Organization (CAMPO), is the designated Metropolitan Planning Organization (MPO) for the Corvallis Urbanized Area, which includes the cities of Corvallis, Philomath, Adair Village, and adjacent parts of Benton County. CAMPO coordinates transportation planning and programming in the Corvallis Urbanized Area and serves as a forum for cooperative decision-making. CAMPO’s transportation planning and programming activities are driven by the federal transportation planning regulations and are managed by the CAMPO Policy Board.

Major responsibilities of CAMPO are development of the Regional Transportation Plan, updated every five years; Transportation Improvement Program, updated every two years, and; Unified Planning Work Program (UPWP), which outlines the annual work program and budget.

Funding:Funding for CAMPO operation comes mainly from federal and state sources; 89.73% of CAMPO’s revenue is from the U.S. Department of Transportation and a 10.27% required match is provided by the ODOT.

The federal dollars are passed through ODOT to CAMPO. Of course, occasional federal or state grant dollars from year-to-year would change this ratio in the budget. The Federal sources are composed of PL dollars from the Federal Highway Administration (FHWA) and transit planning dollars from the Federal Transit Administration (FTA).

Funding is expected to remain stable or increased slightly in the foreseen years.

Goals:• The long term goal of CAMPO is to position itself as an organization trusted for leading community

issues.

The short-term goals are:• Cost Reduction. CAMPO currently runs a lean and no-frill operation at a cost below its annual

budget. The OCWCOG and CAMPO’s member jurisdictions would benefit from increased staffing and services to CAMPO.

• Increasing Revenue. It is a goal of CAMPO to ardently seek federal and state grants opportunities to supplement its annual budget.

Program Area Oversight Committee or Commission:• CAMPO Policy Board



Business LendingOCWCOG’s Business Lending Program delivers professional commercial loan packaging, closing, servicing, and collection services through various direct and indirect loan programs. Through contracts, the OCWCOG provides administrative services, technical assistance, and professional lending services to government and non-profit entities managing economic development loan programs. The combined activities of the contractual and direct loan programs provide small businesses with a single source of non-conventional capital in the region.

Private small businesses access capital and technical assistance through various loan programs. Our loan programs are geared toward companies that are unable to obtain adequate funding through conventional private sector sources. Given recent changes to relationships with our Small Business Administration (SBA) Certified Development Company (CDC) and the resultant impact to the program’s revenues, new CDC relationships are being established and the lost revenues will eventually be reestablished.

Funding:Funding for the Lending program will continue to be derived from fees from U.S. Small Business Administration loans; other loan program revenue (fees and interest), and contracts with other entities for which OCWCOG manages business lending programs.

2016 will mark a period of new SBA CDC relationships, as well as a concerted effort to market our program in new ways to new markets, and to actively seek out new partners and new programs designed to enhance program revenue diversification.

Goals:• Creation of a sustainability plan for ongoing revenues and operations.• Re-capitalization of loan funds.• Establishment of one or more new local/regional loan programs.• Develop and implement a new program marketing plan.





General AdministrationGeneral Administration provides overall management of the agency’s programs, technology and facilities, and includes functions shared by all departments for efficiency. General Administration also provides services and supports to OCWCOG’s Board of Directors and member jurisdictions.

General Administration consists of four primary functions: General Management; Financial Management; Human Resources Management; Technology Management; and Facilities Management (referred to as Non-Departmental in this document’s Consolidated Budget).

Program Area Oversight Committee or Commission:• OCWCOG’s Board of Directors

Program Contact:Lydia [email protected]

General ManagementThe Executive Director is responsible for the oversight of all OCWCOG programs and activities, and communicating with Federal, State and local governments regarding current and potential programs. The Executive Director and appointed staff ensure that issues are presented to the OCWCOG Board of Directors and Board policy is implemented.

Funding:Funding to support General Management is received through in-direct charges to each program. In-directs are determined by the number of staff hired by the program. Funding is also provided through contracts for services with member jurisdictions.

Goals:• Continue to improve regional awareness of OCWCOG’s program and services and facilitate

regional activities. OCWCOG will continue regular visits to member jurisdictions. Provide timely, regular reports of agency activities to members. As well, begin preparation and planning to host a State of the Region II.

• Provide a clear direction and values for agency staff, members, and stakeholder by creating an overall arching mission statement in which to operate by.

• Partner with Socrata© to develop a regional Data Center.



Financial ManagementFinance is responsible for the consolidated management of the agency and programs, and purchasing financial functions, ensuring compliance with budget law. Finance handles agency payroll, accounts payable and receivable, contracts management, audit, and centralized purchasing. All services managed by Finance are also available to support member jurisdictions as requested.

Funding:Funding to support Financial Management is received through in-direct charges to each program. In-directs are determined by the number of staff hired by the program. Funding is also provided through contracts for services with member jurisdictions.

Goals:• Develop a fully functioning finance suite in alignment with OCWCOG’s Continuity of Operations

Plan (COOP) by migrating financial software to a cloud-based platform• Improve and standardize all printed materials by exploring a single source printing solution.• Streamline and improve internal contract/grant tracking, and monitoring with new contract and

project management software, LiquidPlanner®.• Provide a suite of financial services at a competitive rate to members including audit preparation,

payroll, and utility billing.

Program Area Oversight Committee or Commission:• OCWCOG’s Finance Committee• OCWCOG’s Budget Committee


Human Resources ManagementHuman Resources provides consolidated management of all agency and program personnel matters. Human Resources manages agency recruitments, onboarding, compensation and job classification, and employee benefits. Human Resources develops recommends to the Executive Director for OCWCOG Board of Director approval agency-wide personnel policies, and manages agency labor relations, including collective bargaining. All services managed by Human Resources are also available to support member jurisdictions as requested.

Funding:Funding to support Human Resources Management is received through in-direct charges to each program. In-directs are determined by the number of staff hired by the program. Funding is also provided through contracts for services with member jurisdictions.

Goals:• Develop and implement a comprehensive recruitment strategy to attract and retain a highly

qualified and divers workforce.• Secure and implement a Human Resource Information System for recruitment and onboarding.

Provide a recruitment portal for member jurisdictions.• Provide Human Resource expertise and consultation to members at a competitive rate.

Technology ManagementTechnology Services manages computer, telephone, and networking systems, and related services to the agency’s departments. Technology Services manages the agency video conferencing system, desktop computers, and associated software, and helpdesk tech support. Technology Services also provides helpdesk and network support to member jurisdictions through contracts.

Funding:Funding to support Technology Services Management is received through in-direct charges to each program. In-directs are determined by the number of staff hired by the program. Funding is also provided through contracts for services with member jurisdictions.

Goals:• Develop a suite of technology services at a competitive rate for members.• Hire a Technology Services Manager to provide direction to Information Technology (IT)/

Technology Services staff and develop a 5-year agency IT strategy to enhance current technology systems.

• Reduce paper usage and archive storage of paper by implementing an electronic signature process.

• Begin exploring alternative options for telephone system in efforts to reduce telephone costs and enhance telephonic features.



Facilities Management (Non-Departmental)Facilities coordinates facilities maintenance and related services for all agency locations.

Funding:Funding to support Facilities Management is received through in-direct charges to each program. In-directs are determined by the number of staff hired by the program. Funding is also provided through contracts for services with member jurisdictions.

Goals:• Begin phasing in Albany facility remodel to consolidate staff on one floor to allow for more

leasable space. Enhance reception area to better serve the public.• Enhance Americans with Disabilities Act (ADA) accessibility; reduce cost in utility and paper by

remodeling and upgrading the upstairs staff bathroom in the Albany facility.• Enhance beautification and reduce maintenance costs of Albany facility landscaping by

replacing plants with drought resistant species and replacing bark dust with 2” river rock.


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Acronym ListAAA Area Agency on AgingAAMPO Albany Area Metropolitan Planning OrganizationACT Area Commission on TransportationAPS Adult Protective ServicesADRC Aging and Disability Resource ConnectionBoard Board of DirectorsCAMPO Corvallis Area Metropolitan Planning OrganizationCCO Coordinated Care OrganizationsCDC Certified Development CorporationCED Community and Economic DevelopmentCEDS Comprehensive Economic Development Strategy COOP Continuity of OperationsCWACT Cascades West Area Commission on TransportationCWEDD Cascades West Economic Development DistrictDHS Department of Human ServicesDSAC Disability Services Advisory CouncilEDA U.S. Department of Commerce’s Economic Development AdministrationEDD Economic Development DistrictEPA U.S. Environmental Protection AgencyFGP Foster Grandparents ProgramFHWA Federal Highway AdministrationFTA Federal Transit AdministrationFY Fiscal YearGIS geographic information systemsIHN Intercommunity Health ServicesIT Information TechnologyLCOG Lane Council of GovernmentsLTSS Long Term Services and SupportsMPO Metropolitan Planning OrganizationMSP Medicare Savings Program NEMT Non-Emergent Medical TransportationO4AD Oregon Association of Area Agencies on Aging and DisabilitiesOAA Older Americans ActOCWCOG Oregon Cascades West Council of GovernmentsODOT Oregon Department of Transportation

OHP Oregon Health PlanOPI Oregon Project IndependencePEARLS Program to Encourage Active and Rewarding LivesPL PlanningRSVP Retired Seniors Volunteer ProgramSBA Small Business AdministrationSDS OCWCOG’S Senior and Disability ProgramSEIU Service Employees International UnionSNAP Food stamps / benefits programSPR State Planning and ResearchSSAC Senior Services Advisory CouncilSTIP Statewide Transportation Improvement ProgramTDM Transportation on DemandTO Transportation OptionsUPWP Unified Planning Work ProgramUSDA U.S. Department of Agriculture

Oregon Cascades West Council of Governments

Documents

Work Program & Budget - OCWCOG