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Evaluation Deliverable1A Brief4 GSD

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California’s Investment in the Public Mental Health System: Proposition 63 Brief 4 of 7: Providing Community Services and Supports through General System Development UCLA Center for Healthier Children, Youth and Families June 30, 2011 The following report was funded by the Mental Health Services Oversight and Accountability Commission California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development I. Activities Funded under General System Development Community Services and Supports are envisioned to be part of a “System of Care.” i The California Department of Mental Health describes Community Services and Supports as: the programs and services identified by each County Mental Health Department (County) through its stakeholder process to serve unserved and underserved populations, with an emphasis on eliminating disparity in access and improving mental health outcomes for racial/ethnic populations and other unserved and underserved populations. (p. 2) General System Development (GSD) funds should be used to help counties: ii  “improve programs, services and supports” for individuals in need and, when applicable,  their families in order to “change their (the counties’) service delivery systems and build transformational programs and services.” (p. 8) This funding is meant for services that benefit both individuals with mental illness and their families such as:  peer support (e.g., through wellness centers),  education and advocacy services, (p. 8) (e.g., not only for the client but also for the client’s family), and  mobile crisis teams (e.g., for crisis intervention and stabilization). General System Development Funds can also be used to improve the public mental health system by:  promoting interagency and community collaboration and services, and  developing the capacity to provide values-driven, evidence-based and promising clinical practices (p.8). What is emphasized here is that GSD funds must be used only for mental health services and supports such as alternative and culturally specific treatment, rehabilitation services, and service system coordination. For services that have functions other than those related to mental health:  “only the proportion of costs associated with the mental health activities” can be covered by GSD funds. 1 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Funding that is necessary for community supports and respite care, for instance, is not allowed to be paid for through GSD expenditures, and can only be provided to clients enrolled in Full Service Partnerships. Yet – as indicated in various notices – GSD funds can be used for certain housing expenditures as long as these expenditures are used to improve the mental health delivery system of the county in question. This funding may be used both for housing units acquired by GSD funds as well as units obtained through non-MHSA funded sources. iii Examples of GSD funds leveraged for housing in buildings owned by local government include rent subsidies and master leases. Examples of GSD funds leveraged for housing in buildings that may be subsidized by local government include motel vouchers. Table 4.1 displays the number of counties who, through the Revenue and Expenditure Reports, documented spending money on General System Development activities during the time period for which data was provided. Note that although there are 58 counties in California, two counties receive joint funding. There are a total of two city-run programs, bringing the total number of counties/municipalities to 59. iv GSD expenditures by county/municipality are displayed in Appendix A. Table 4.1 Number of Counties/Municipalities Expending Funds for General System Development (FY 06-07 to FY 08-09) Acronym Service/Component 06-07 07-08 08-09 GSD General System Development 46 80% 51 86% 54 92% The data contained in Table 4.1 show that as of FY 2008 – 2009, the majority of counties/municipalities were expending funds on General System Development. Table 4.2 displays the total amount of money spent on each General System Development activity, in each of the State’s Fiscal Years. v Note that the data source used for this brief was the Revenue and Expenditure Reports submitted by counties and municipalities for FY 2006 – 2007, 2007 – 2008 and 2008 – 2009. Therefore, expended funds represent monies that counties and municipalities:  received approval from DMH to spend on General System Development,  received money from DMH to spend on General System Development, and  actually spent money on General System Development. The Revenue and Expenditure Report was chosen as the primary data source because it provides an accounting of expended funds (monies spent). The key questions for the Cost series of briefs (Overview and Summary Brief, p. 2) are all related to monies spent. 2 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Table 4.2 Total GSD Amount Expended by Category and Fiscal Year (FY 06-07 to FY 08-09) vi , vii MHSA Expenditures MHSA Expenditures MHSA Expenditures FY 06–07 FY 07–08 FY 08–09 N of N of N of Amount Percent* Amount Percent* Amount Percent* Counties Counties Counties County Expenditures Personnel $23,820,827.44 40 42.9% $63,562,212.43 47 44.2% $118,239,445.70 52 47.7% Operating -- -- -- -- -- -- $30,091,592.17 50 12.1% GSD Housing -- -- -- -- -- -- $1,514,348.99 8 0.6% Other $8,394,840.76 40 15.1% $27,690,199.15 47 19.2% $8,481,737.06 28 3.4% County $32,215,668.20 42 58.0% $91,252,411.57 48 63.4% $158,327,123.90 52 63.8% Subtotal Contract Provider Expenditures Personnel $7,370,617.38 23 13.3% $16,903,333.68 21 11.7% $32,565,977.60 25 13.1% Operating -- -- -- -- -- -- $16,796,323.30 23 6.8% GSD Housing -- -- -- -- -- -- $473,630.00 4 0.2% Other $15,925,009.20 24 28.7% $35,754,726.77 27 24.8% $39,943,747.15 21 16.1% Contract Provider $23,295,626.58 29 42.0% $52,658,060.45 30 36.6% $89,779,678.06 32 36.2% Subtotal Total GSD $55,511,294.78 46 100.0% $143,910,472.02 51 100.0% $248,106,801.90 54 100.0% * Percent of Total CSS - GSD Expenditures The Revenue and Expenditure Report data analyzed for this GSD brief indicate that, when viewed from a statewide perspective in terms of overall dollar expenditures, the majority of expenditures in each fiscal year were made at the county, compared to contractors. General System Development expenditures are similar to the expenditure pattern for Outreach and Engagement (see Brief 3 for details). The spending pattern for General System Development is fundamentally different from Full Service Partnerships (see Brief 2 for further details), which shifted to heavier reliance upon community contractors in later fiscal years. The data contained in Table 4.2 show a graduated rollout of General System Development expenditures, following the first year for which expenditure data was available through the Revenue and Expenditure Reports (FY 2006 – 2007). Breakouts in the Revenue and Expenditure Report for Operating and GSD Housing expenditures were not included until the FY 2008 – 2009 template was released. Hence, expenditures in these areas are not reported in earlier fiscal years. Housing as an independent category under Community Services and Supports is documented in the first year for which expenditure data was available through the Revenue and Expenditure Reports (FY 2006 – 2007) under both Outreach and Engagement and Full Service Partnerships. The spreading of housing expenditures across multiple categories is one challenge inherent in the Community 3 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Supports and Services component category in particular (see Brief 1 for a complete summary of CSS housing expenditures). For the purpose of the General System Development brief, housing expenditures were explicitly requested as a stand-alone line item in the FY 2008 – 2009 Revenue and Expenditure Report. viii A total of 11 counties expended GSD Housing monies in FY 2008 – 2009, for a total dollar amount of $1,987,978.99. Please refer to Appendix A in the Series Overview/Summary Brief for a table displaying component and major service category (e.g., GSD) expenditures for every county/municipality. ix 4 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development II. Contextual Considerations In order to determine potential contextual factors of importance, the UCLA/EMT Team looked to DMH funding guidelines for the Mental Health Services Act. Guidance for funding distribution was described in the Overview/Summary Brief (p. 23). x Population is one critical factor in the MHSA funding distribution formula, and is used as a basis for categorizing counties for the purpose of analysis throughout the remainder of this brief. Figure 4.1a displays the Mental Health Services Act dollar breakout for FY 2006 – 2007. Figure 4.1a The Mental Health Services Act Dollar - General System Development Expenditures by County Population (FY 06-07) $1.00 $0.90 $0.80 Contract $0.70 Provider $0.60 Expenditures $0.50 County $0.40 Expenditures $0.30 $0.20 $0.10 $0.00 < 45,000 > 4 5 , 0 00 - > 150,000 - > 400,000 - >1,000,000 - > 5,000,000 (13 Counties) 150,000 4 0 0 ,000 1 , 0 0 0,000 5 , 0 0 0 ,000 ( L o s A ngeles (11 Counties)(11 Counties)(12 Counties) (8 Counties) County) a When the Mental Health Services Act dollar is displayed according to county size, commonalities and differences emerge:  Proportion Expended on County Contractors: Setting aside the largest county, expenditures to county contractors as a proportion of the GSD dollar tends to increase as population increases. Intuitively, this finding makes sense because meeting the needs of a large population requires the combined forces of county and contractor staff and resources. The county population data displayed in Figure 4.1a therefore provide the context behind the statewide data displayed in Table 4.2. o The only exception in FY 2006 – 2007 is Los Angeles County. In addition, given the amount of money expended in Los Angeles County, it appears that the proportion spent at the county level compared to on contractor skewed the results statewide, giving Table 4.2 the appearance that the majority is spent on county, rather than on contractors. Examining the data along population and other factors yields important 5 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development differences between counties that otherwise are masked when examination remains at the statewide perspective. o Unique challenges likely face the largest county that may be related to population size, and should be explored through a systematic review of the CSS plan. A potential area of exploration for all counties includes:  Depth of County Staffing/Breadth of County Offices: The Los Angeles Region has multiple regional offices across the county, which may have contributed to less reliance on contractor staff. Figure 4.1b displays the MHSA/GSD dollar for FY 2007-2008, broken out into contract provider and county. Figure 4.1b The Mental Health Services Act Dollar - General System Development Expenditures by County Population (FY 07-08) $1.00 $0.90 $0.80 $0.70 Contract Provider Expenditures $0.60 $0.50 County $0.40 Expenditures $0.30 $0.20 $0.10 $0.00 < 45,000 > 4 5 ,000 - > 150,000 - > 400,000 - >1,000,000 - > 5,000,000 (13 Counties) 150,000 4 0 0 ,000 1 , 0 00,000 5 , 0 0 0,000 ( L o s Angeles (11 Counties) (11 Counties) (12 Counties) (8 Counties) County) a Findings for FY 2007 – 2008 are consistent with FY 2006 – 2007. In addition, Los Angeles County shifted from all GSD expenditures at the county level to a proportion on contract providers. A review of Annual Updates xi submitted by counties/municipalities reflecting activities implemented in FY 2007 – 2008 showed 73 percent of counties/municipalities implementing GSD documented a specific GSD model, practice, or activity. xii Please refer to the appendices for a listing of the services being implemented by counties/municipalities, as documented in the Annual Update. 6 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Instructions for activities to be classified under the General System Development category are broad, which has led to a variety of activities documented in this category (when counties and municipalities document the service being implemented). For example, there is overlap with Outreach and Engagement, which makes it challenging to distinguish the difference between the two expenditure categories:  Outreach and Engagement: 13 counties reported in the Annual Update (corresponding to FY 2007-2008) providing Outreach and Engagement under GSD, and eight counties reported providing Engagement under GSD. Note that CSS does allow blending of funds between Outreach and Engagement, General System Development, and Full Service Partnership. Funding the same or similar services across categories begs the question of why separate categories are necessary, and what advantages are inherent in the current distinctions under Community Services and Supports in particular. The variation in General System Development activities suggests the need for additional information to be obtained from the counties through a review of the CSS Plan (assuming these details were asked for in the Plan Guidance):  How is participation in a General System Development activity tracked in the county/municipality?  What specific age groups are the foci of General System Development activities?  How do GSD activities work to support Outreach and Engagement? The Full Service Partnerships?  How are the Outreach and Engagement activities for which funds were expended under GSD different from Outreach and Engagement in general? Is there any difference?  How are staff trained to implement “General System Development” activities? Other services/activities listed by counties and municipalities in their Annual Updates as General System Development are displayed below in Table 4.3, aligned next to the relevant example from DMH guidance cited on p. 1. 7 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Table 4.3 General System Development Strategies/Activities Implemented by Counties/Municipalities (FY 07-08) N of Counties/ Strategy/Activity DMH Guidance Citation Municipalities Peer Counseling 14 p. 8, end note ii Recovery Centers 13 Ibid Outreach & Engagement 13* CSS allows blended funding Engagement 8* CSS allows blended funding Wellness Centers 8 p. 8, end note ii Housing 7* End note ii Education 6 p. 8, end note ii Safety Plans 4* Ibid Wraparound 4* Ibid *County only (no municipality documented implementing this strategy) Note that although Housing was not tracked as an independent category on the FY 2007 – 2008 Revenue and Expenditure Report, it was reported out as a stand-alone activity by seven counties on the Annual Report reflecting that time period. Unfortunately, there is no way to track it back to GSD expenditures through the FY 2007 – 2008 Revenue and Expenditure Report because there was no stand-alone GSD Housing category in place until the FY 2008 – 2009 Revenue and Expenditure Report. Figure 4.1c displays the Mental Health Services Act Dollar – General System Development broken out for county and contractor in FY 2008 – 2009. The pattern of increasing county size accompanying shifting a greater proportion (albeit not the majority of expenditures) of expenditures to contractors is strongest in FY 2008 – 2009. Figure 4.1c The Mental Health Services Act Dollar - General System Development Expenditures by County Population (FY 08-09) $1.00 $0.90 $0.80 $0.70 Contract Provider $0.60 Expenditures $0.50 $0.40 County $0.30 Expenditures $0.20 $0.10 $0.00 < 45,000 > 45,000 - > 150,000 - > 400,000 - >1,000,000 - > 5,000,000 (13 Counties) 150,000 400,000 1,000,000 5 ,000,000 ( Los Angeles (11 Counties)(11 Counties)(12 Counties) (8 Counties) County) 8 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Figure 4.2 depicts the number of Community Services and Supports through General System Development on which funds were expended in each fiscal year, broken out by activity. Each county/municipality was allowed to expend funds on General System Development in any combination of the following:  Expending funds solely from the Community Services and Supports through General System Development line item.  Expending funds in a blended manner – hence, the program identified under General System Development is also claimed as an expenditure under Community Services and Supports through one or more of the following: o Full Service Partnership o Outreach and Engagement. A single program can therefore be claimed as an expended line item solely out of its county’s line item for Community Services and Supports through General System Development, or it can have blended support through all of the categories listed under Community Services and Supports. Tracking programs with blended expenditures raises a number of questions which are posed throughout this brief. Figure 4.2 shows the expenditure pattern among counties and municipalities in terms of expending funds on individual programs solely with CSS – GSD funds or through a blended expenditure mechanism. Figure 4.2 General System Development - Number of Programs Funded (FY 06-07 to FY 08-09) 300 Full Service Partnership, General System Development, 250 and Outreach and Engagement Expenditures d e d n u 200 General System Development F s and Outreach and Engagement m Expenditures a rg 150 o rP fo Full Service Partnership and re b 100 G Ex e p n e e n ra d l i t S u y r s e t s em Development m u N 50 General System Development Expenditures 0 FY 06-07 FY 07-08 FY 08-09 9 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development A few key findings can be gleaned from this chart:  The number of GSD activities supported by blended expenditures increases with each fiscal year: Although this method is completely consistent with the spirit and intent of the MHSA, it does make the following questions difficult to answer through the Revenue and Expenditure Reports: o What proportion of the program is dedicated to General System Development? For those counties/municipalities funding Outreach and Engagement under GSD, how can specific activities documented on the Annual Update be tied to Outreach and Engagement? The need for additional data collection (perhaps through the Annual Updates and CSS Plans, provided that this level of detail was requested from DMH) is again pointed out by this example, in order to provide context for these findings. Key questions include:  How are blended expenditure GSD programs different from GSD programs that do not blend funding? Are there any meaningful differences? There is a distinct line item for Community Services and Supports through General System Development in the Revenue and Expenditure Reports, but how might these programs be qualitatively different from programs in which funding is blended? For example: o Is staff able to clearly articulate the purpose of the Community Services and Supports General System Development aspect of the blended program, as distinct and unique from the Full Service Partnership and Outreach and Engagement?  Does adding General System Development funds to FSP programming change FSP programming in any fundamental way from FSP programming without this augmentation? Does adding Outreach and Engagement expenditures to General System Development programming similarly change programming in any fundamental way?  How are blended GSD expenditure programs different from programs in which expenditures are not blended? For example, counties/municipalities which expend funds solely on GSD, separately on outreach and engagement activities, and separately on FSP? How do expenditure patterns vary in blended compared to separated settings? What factors move counties and municipalities toward blending? 10 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development The impact of county population on overall General System Development expenditures per capita is displayed in Figure 4.3. “Per capita” means per person. xiii Figure 4.3 General System Development Expenditures Per Capita Relative to State and Region Populationxiv (FY 06-07 to FY 08-09) $8.00 $7.00 a tip a $6.00 C re $5.00 P s e $4.00 ru tid $3.00 n e p $2.00 x E $1.00 FY08-09 $0.00 FY07-08 California State Superior Central FY06-07 Counties Bay Area Counties Southern Counties Counties Los Angeles Region The result of per capita analysis suggest that DMH policy to provide a baseline of funding to the smallest counties has been effective. The Superior and Central Counties are shown in each year as expending a baseline amount either on par with the Statewide per-person expenditure amount, or exceeding it. 11 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Examination of General System Development expenditures by overall county population (without including per capita) revealed that more populous counties tended to spend more on average through the GSD program, in each fiscal year analyzed (see Figure 4.4). This finding suggests county GSD average total expenditures seem to be associated with population size. Figure 4.4 Average General System Development Expenditures by County Population (FY 06-07 to FY 08-09) $60.00 s e ru tid $50.00 n e)s p x n o $40.00 E D illiM S G n $30.00 e i( g a re $20.00 v A $10.00 FY 08-09 $0.00 FY 07-08 < 45,000 (13 Counties) > 45,000 - > 150,000 - FY 06-07 150,000 > 400,000 - (11 Counties) 400,000 1,000,000 >1,000,000 - (11 Counties) 5,000,000 > 5,000,000 (12 Counties) (8 Counties) (Los Angeles County) County Population The relationship between population and expenditures demonstrates that examining allocation factors for potential impact on expenditures is a suitable course of action, and the team will explore other factors in future briefs (e.g. federal poverty level, rates of insurance). 12 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development III. Summary  Three in four counties expending funds under “General System Development” documented a specific strategy being implemented under the General System Development category in their Annual Update. Strategies documented are in alignment with DMH guidance for General System Development as a mechanism to “improve programs, services and supports.” xv  Cross-category expenditures within Community Services and Supports has led to some overlap between Outreach and Engagement. Examination of the need for General System Development as a unique category should be considered.  DMH guidance to provide a baseline of funding for the smallest counties is supported by analysis of expenditures per capita.  Population size is related to General System Development funds expenditures, with expenditures increasing as county population increases. 13 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Appendix A: General System Development Total Expenditures by County and Municipality: FY 2006 - 2007 Category Total General Contract Contract System County County Contract Provider County Other Provider Development Personnel Total Provider Total County Personnel Other Alameda $713,303.23 -- $478,008.71 -- $235,294.53 -- $713,303.23 Alpine -- -- -- -- -- -- -- Amador -- -- -- -- -- -- -- Berkeley City -- -- -- -- -- -- -- Butte $173,790.00 $123,779.00 -- $50,011.00 -- $173,790.00 -- Calaveras $164,243.00 $132,939.00 -- $31,304.00 -- $164,243.00 -- Colusa $390,791.00 $271,569.48 $33,247.50 $76,596.52 $9,377.50 $348,166.00 $42,625.00 Contra Costa $657,269.42 $343,935.79 $1,921.61 $44,236.81 $267,175.21 $388,172.60 $269,096.82 Del Norte $179,695.00 $125,786.50 -- $53,908.50 -- $179,695.00 -- El Dorado $309,617.03 $246,403.03 $34,745.00 $24,964.00 $3,505.00 $271,367.03 $38,250.00 Fresno $153,306.19 $89,960.39 -- $63,345.80 -- $153,306.19 -- Glenn $127,855.75 $65,206.43 -- $62,649.32 -- $127,855.75 -- Humboldt $3,363,949.46 $1,745,538.10 -- $1,618,411.36 -- $3,363,949.46 -- Imperial -- -- -- -- -- -- -- Inyo $98,687.56 $78,950.05 -- $19,737.51 -- $98,687.56 -- Kern $2,897,139.85 $1,458,688.00 -- $536,110.62 $902,341.23 $1,994,798.62 $902,341.23 Kings -- -- -- -- -- -- -- Lake $157,081.47 $37,533.95 -- $111,679.52 $7,868.00 $149,213.47 $7,868.00 Lassen $33,528.00 -- -- $33,528.00 -- $33,528.00 -- Los Angeles $1,346,909.00 $1,334,655.00 -- $12,254.00 -- $1,346,909.00 -- Madera $8,968,298.79 $4,753,328.00 -- $1,748,486.64 $2,466,484.15 $6,501,814.64 $2,466,484.15 Marin -- -- -- -- -- -- -- Mariposa -- -- -- -- -- -- -- Mendocino $328,799.00 $88,083.00 -- $32,951.00 $207,765.00 $121,034.00 $207,765.00 Merced $852,334.26 $604,642.34 $64,051.00 $162,277.92 $21,363.00 $766,920.26 $85,414.00 Modoc -- -- -- -- -- -- -- Mono -- -- -- -- -- -- -- Monterey $1,782,872.29 $411,012.21 $599,681.73 $129,359.60 $642,818.75 $540,371.81 $1,242,500.48 Napa $125,085.29 $105,303.29 -- $19,782.00 -- $125,085.29 -- Nevada $44,135.00 $27,389.48 $4,428.39 $12,317.13 -- $39,706.61 $4,428.39 Orange $3,230,295.50 $1,670,504.50 $936,985.00 $110,659.00 $512,147.00 $1,781,163.50 $1,449,132.00 Placer $192,192.82 $71,983.80 -- $120,209.02 -- $192,192.82 -- Plumas $20,639.37 $18,345.11 -- $2,294.27 -- $20,639.37 -- Riverside $4,032,195.15 $2,099,960.89 -- $1,090,114.45 $842,119.81 $3,190,075.35 $842,119.81 Sacramento $586,511.00 -- $61,019.00 -- $525,492.00 -- $586,511.00 San Benito $539,372.00 $388,347.84 -- $151,024.16 -- $539,372.00 -- San Bernardino $3,178,447.26 $3,047,433.63 $131,013.62 -- -- $3,047,433.63 $131,013.62 San Diego $4,122,242.00 -- $1,932,132.00 -- $2,190,110.00 -- $4,122,242.00 San Francisco $1,917,129.46 $176,127.46 $971,701.47 -- $769,300.53 $176,127.46 $1,741,002.00 San Joaquin $247,744.14 $184,791.00 -- $62,953.14 -- $247,744.14 -- San Luis Obispo $1,037,446.31 $194,916.83 $354,730.92 $252,683.66 $235,114.90 $447,600.49 $589,845.82 San Mateo $2,561,796.82 $1,660,821.67 $72,667.10 $463,625.74 $364,682.31 $2,124,447.41 $437,349.41 Santa Barbara $402,945.00 -- -- $402,945.00 -- $402,945.00 -- Santa Clara $350,117.82 $215,794.94 -- $134,322.88 -- $350,117.82 -- Santa Cruz $4,806,861.27 $415,814.65 -- $97,711.57 $4,293,335.04 $513,526.22 $4,293,335.04 Shasta $139,547.12 $72,056.26 $32,850.00 $34,640.86 -- $106,697.12 $32,850.00 Sierra -- -- -- -- -- -- -- Siskiyou -- -- -- -- -- -- -- Solano $1,030,630.16 $257,026.38 $302,879.02 $53,736.63 $416,988.13 $310,763.01 $719,867.15 Sonoma $712,252.27 $88,407.79 $236,569.57 $111,795.01 $275,479.90 $200,202.80 $512,049.47 Stanislaus $1,157,844.02 $378,455.16 $336,465.51 $244,691.53 $198,231.83 $623,146.69 $534,697.34 Sutter-Yuba $660,827.10 $364,108.83 $140,018.33 $156,699.94 -- $520,808.77 $140,018.33 14 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development General System Development Total Expenditures by County and Municipality: FY 2006 – 2007 Category Total General Contract Contract System County County Contract Provider County Other Provider Development Personnel Total Provider Total County Personnel Other Tehama -- -- -- -- -- -- -- Tri-Cities -- -- -- -- -- -- -- Trinity $41,253.00 $33,002.40 -- $8,250.60 -- $41,253.00 -- Tulare $844,780.67 -- $407,729.12 -- $437,051.55 -- $844,780.67 Tuolumne $52,298.00 $21,100.00 $29,575.00 $1,623.00 -- $22,723.00 $29,575.00 Ventura $571,242.92 $267,437.25 $186,674.77 $37,508.06 $79,622.85 $304,945.30 $266,297.62 Yolo $205,993.00 $149,688.00 $21,523.00 $13,441.00 $21,341.00 $163,129.00 $42,864.00 15 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development General System Development Total Expenditures by County and Municipality: FY 2007 - 2008 Category Total General Contract Contract System County Contract Provider County Other Provider County Total Development Personnel Provider Total County Personnel Other Alameda $1,810,352.62 $559,309.40 $845,511.73 $61,564.28 $343,967.21 $620,873.68 $1,189,478.94 Alpine -- -- -- -- -- -- -- Amador $72,139.00 $58,432.39 -- $13,706.61 -- $72,139.00 -- Berkeley City $173,199.00 $160,692.00 -- $12,507.00 -- $173,199.00 -- Butte $968,212.00 $746,062.00 $14,761.00 $198,720.00 $8,669.00 $944,782.00 $23,430.00 Calaveras $582,246.00 $476,371.00 -- $105,875.00 -- $582,246.00 -- Colusa $903,410.00 $686,591.60 -- $216,818.40 -- $903,410.00 -- Contra Costa -- -- -- -- -- -- -- Del Norte -- -- -- -- -- -- -- El Dorado $444,423.28 $289,610.36 -- $154,812.92 -- $444,423.28 -- Fresno $1,801,757.33 $1,100,040.62 -- $701,716.71 -- $1,801,757.33 -- Glenn $992,703.00 $625,402.89 -- $367,300.11 -- $992,703.00 -- Humboldt $3,925,656.00 $1,967,297.00 -- $1,958,359.00 -- $3,925,656.00 -- Imperial $602,519.70 $351,406.76 -- $251,112.94 -- $602,519.70 -- Inyo $40,378.00 $25,034.36 -- $15,343.64 -- $40,378.00 -- Kern $3,990,416.47 $2,583,249.75 $151,969.26 $455,490.71 $799,706.75 $3,038,740.46 $951,676.01 Kings $62,983.00 $1,837.00 $34,572.00 $15,321.00 $11,253.00 $17,158.00 $45,825.00 Lake $528,561.01 $259,209.44 -- $179,987.37 $89,364.20 $439,196.81 $89,364.20 Lassen $140,726.00 $27,795.00 -- $30,499.00 $82,432.00 $58,294.00 $82,432.00 Los Angeles $52,366,677.34 $25,417,631.20 -- $10,802,425.24 $16,146,620.90 $36,220,056.44 $16,146,620.90 Madera $1,140,956.00 $618,644.00 -- $167,316.00 $354,996.00 $785,960.00 $354,996.00 Marin -- -- -- -- -- -- -- Mariposa -- -- -- -- -- -- -- Mendocino $488,250.00 $258,871.00 $126,167.00 $103,212.00 -- $362,083.00 $126,167.00 Merced $859,675.25 $567,462.19 $127,325.00 $135,498.64 $29,389.42 $702,960.83 $156,714.42 Modoc $179,003.00 $136,257.08 -- $42,745.92 -- $179,003.00 -- Mono -- -- -- -- -- -- -- Monterey $1,894,466.14 $803,236.74 $436,560.20 $302,726.92 $351,942.28 $1,105,963.66 $788,502.48 Napa $241,480.89 $225,947.47 -- $15,533.42 -- $241,480.89 -- Nevada $425.00 $425.00 -- -- -- $425.00 -- Orange $6,434,713.17 $2,787,872.20 $2,470,033.23 $370,808.39 $805,999.34 $3,158,680.59 $3,276,032.58 Placer $424,837.45 $123,062.68 $104,837.65 $170,727.20 $26,209.92 $293,789.88 $131,047.57 Plumas $70,541.00 $36,153.00 -- $34,388.00 $70,541.00 -- Riverside $11,220,718.98 $6,754,515.85 -- $3,209,245.25 $1,256,957.88 $9,963,761.10 $1,256,957.88 Sacramento $1,863,922.00 -- $427,332.00 -- $1,436,590.00 -- $1,863,922.00 San Benito $811,386.00 $567,970.20 -- $243,415.80 -- $811,386.00 -- San Bernardino $8,138,872.20 $2,549,346.00 $1,798,315.00 $1,128,737.79 $2,662,473.41 $3,678,083.79 $4,460,788.41 San Diego $10,149,571.63 -- $5,255,244.17 -- $4,894,327.46 -- $10,149,571.63 San Francisco $2,212,759.70 $502,968.63 $1,226,078.47 $2,500.00 $481,212.60 $505,468.63 $1,707,291.07 San Joaquin $2,879,576.88 $1,147,280.10 -- $1,732,296.78 -- $2,879,576.88 San Luis Obispo $1,785,749.70 $521,217.08 $654,873.96 $267,272.25 $342,386.41 $788,489.33 $997,260.37 San Mateo $3,079,798.00 $2,085,388.00 -- $558,957.00 $435,453.00 $2,644,345.00 $435,453.00 Santa Barbara $1,957,030.33 $949,169.83 $585,967.37 $291,650.75 $130,242.38 $1,240,820.58 $716,209.75 Santa Clara $3,831,873.17 $2,200,804.25 -- $1,631,068.92 $3,831,873.17 Santa Cruz $2,079,145.19 $581,953.70 -- $27,623.71 $1,469,567.79 $609,577.41 $1,469,567.79 Shasta $164,228.66 $59,534.66 -- $104,694.00 -- $164,228.66 -- Sierra $8,842.94 -- -- $8,842.94 -- $8,842.94 -- Siskiyou -- -- -- -- -- -- -- Solano $3,401,305.70 $1,184,726.10 -- $191,286.43 $2,025,293.17 $1,376,012.53 $2,025,293.17 Sonoma $2,987,551.62 $1,638,691.76 $584,841.62 $510,937.28 $253,080.96 $2,149,629.04 $837,922.58 Stanislaus $2,303,803.75 $1,004,128.00 $640,353.00 $221,916.00 $437,406.75 $1,226,044.00 $1,077,759.75 Sutter-Yuba $355,829.00 $312,602.00 $36,923.00 $6,304.00 -- $318,906.00 $36,923.00 Tehama $237,694.54 $159,704.00 -- $77,990.54 -- $237,694.54 -- Tri-Cities -- -- -- -- -- -- -- 16 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development General System Development Total Expenditures by County and Municipality: FY 2007 - 2008 Category Total General Contract Contract System County Contract Provider County Other Provider County Total Development Personnel Provider Total County Personnel Other Trinity $289,705.00 $168,028.48 -- $121,676.52 -- $289,705.00 -- Tulare $1,081,417.03 -- $655,825.71 -- $425,591.32 -- $1,081,417.03 Tuolumne $425,118.00 $37,934.00 -- $387,184.00 -- $425,118.00 -- Ventura $1,053,767.00 $62,589.00 $654,832.50 $55,703.00 $280,642.50 $118,292.00 $935,475.00 Yolo $450,097.35 $179,756.65 $71,009.81 $26,379.77 $172,951.12 $206,136.42 $243,960.93 17 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development General System Development Total Expenditures by County and Municipality: FY 2008 - 2009 Category Total General Contract Contract County Other Contract Contract County Total Contract County County System Provider Provider GSD Provider Other County Other Provider Provider Personnel Operating County Development Personnel Operating Housing GSD Housing Other Total Alameda $2,603,011.46 $889,504.00 $1,018,898.95 $176,863.07 $302,920.99 -- -- -- $214,823.98 $1,066,367.53 $1,536,643.93 Alpine $35,464.00 $4,766.00 $21,421.00 $5,002.00 $4,275.00 -- -- -- -- $9,768.00 $25,696.00 Amador $1,875,774.87 $1,350,558.00 -- $525,216.96 -- -- -- -- -- $1,875,774.87 -- Berkeley City $194,168.00 $185,484.00 -- $8,684.00 -- -- -- -- -- $194,168.00 -- Butte $1,766,465.00 $1,078,462.00 $109,480.00 $154,548.00 $151,186.00 -- -- $272,789.00 -- $1,505,799.00 $260,666.00 Calaveras $393,428.20 $322,217.00 -- $62,115.20 -- $5,440.00 -- $3,656.00 -- $393,428.20 -- Colusa $1,922,791.92 $1,442,093.00 -- $480,698.48 -- -- -- -- -- $1,922,791.92 -- Contra Costa $6,728,688.60 $1,295,775.00 $2,376,304.40 $142,868.40 $1,176,148.95 $1,082,956.00 $246,600.00 $15,986.00 $392,049.65 $2,537,585.60 $4,191,103.00 Del Norte $1,059,813.94 $698,679.00 -- $184,526.46 -- $47,102.35 -- $129,506.13 -- $1,059,813.94 -- El Dorado $289,667.72 $114,435.00 -- $146,257.53 -- -- -- $28,975.00 -- $289,667.72 -- Fresno $4,577,528.85 $2,561,173.00 $280,395.38 $1,365,553.63 $370,406.68 -- -- -- -- $3,926,726.79 $650,802.06 Glenn $1,231,369.00 $837,331.00 -- $394,038.08 -- -- -- -- -- $1,231,369.00 -- Humboldt $4,688,537.00 $2,490,602.00 -- $2,146,322.94 -- $51,612.06 -- -- -- $4,688,537.00 -- Imperial $785,361.00 $612,762.00 -- $169,320.00 -- -- $3,279.00 -- $785,361.00 -- Inyo $1,762,645.86 $1,462,996.00 -- $299,649.80 -- -- -- -- -- $1,762,645.86 -- Kern $9,243,036.65 $6,267,076.00 $246,184.21 $985,727.95 -- $506.00 $40,211.56 $1,703,330.97 $7,293,015.47 $1,950,021.18 Kings $1,360,469.00 $127,881.00 $545,590.00 $338,439.00 $145,797.00 $166,447.00 -- $36,315.00 -- $669,082.00 $691,387.00 Lake $693,801.72 $356,933.00 -- $223,037.38 -- -- -- $113,831.09 -- $693,801.72 -- Lassen $314,172.50 $183,063.00 -- $115,338.60 -- -- -- $3,404.75 $12,366.14 $301,806.36 $12,366.14 Los Angeles $57,285,263.49 $25,329,497.00 -- $5,007,747.08 -- -- -- $1,976,733.00 $24,971,286.00 $32,313,977.49 $24,971,286.00 Madera $9,124,927.00 $5,473,199.00 -- $3,651,728.00 -- -- -- -- -- $9,124,927.00 -- Marin -- -- -- -- -- -- -- -- -- -- -- Mariposa -- -- -- -- -- -- -- -- -- -- -- Mendocino $445,852.66 $310,711.00 $99,432.32 $35,708.92 -- -- -- -- -- $346,420.34 $99,432.32 Merced $2,426,427.88 $764,309.00 $230,667.52 $102,248.00 $35,372.00 -- -- $1,279,857.00 $13,974.00 $2,146,414.36 $280,013.52 Modoc $1,001,151.00 $610,702.00 -- $390,449.28 -- -- -- -- -- $1,001,151.00 -- Mono -- -- -- -- -- -- -- -- -- -- -- Monterey $2,306,478.21 $1,014,725.00 $594,567.86 $306,343.24 $377,841.64 -- -- -- $13,000.00 $1,321,068.71 $985,409.50 Napa $270,824.25 $253,635.00 -- $17,189.42 -- -- -- -- -- $270,824.25 -- Nevada $789,497.88 $444,272.00 $19,100.00 $326,125.26 -- -- -- $0.25 -- $770,397.88 $19,100.00 Orange $11,027,073.37 $5,391,431.00 $3,412,224.65 $1,012,810.15 $1,031,021.96 $77,633.06 -- $89,525.43 $12,426.72 $6,571,400.04 $4,455,673.33 Placer $775,650.00 $250,716.00 $174,093.00 $272,135.00 $78,706.00 -- -- -- -- $522,851.00 $252,799.00 Plumas -- -- -- -- -- -- -- -- -- -- -- Riverside $31,878,532.00 $22,071,574.00 -- $5,037,927.00 -- - -- $2,079,141.00 $2,689,890.00 $29,188,642.00 $2,689,890.00 Sacramento $4,154,118.00 -- $1,416,426.00 $1,073,815.00 -- $143,015.00 -- $1,520,862.00 -- $4,154,118.00 San Benito $571,058.82 $439,715.00 -- $131,343.53 -- -- -- -- -- $571,058.82 -- San Bernardino $12,870,052.02 $8,010,819.00 $2,108,304.56 $1,304,785.84 $1,446,142.43 -- -- -- -- $9,315,605.02 $3,554,447.00 18 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development General System Development Total Expenditures by County and Municipality: FY 2008 - 2009 Category Total General Contract Contract County Other Contract Contract County Total Contract County County System Provider Provider GSD Provider Other County Other Provider Provider Personnel Operating County Development Personnel Operating Housing GSD Housing Other Total San Diego $17,369,786.81 $16,240.00 $8,649,861.25 $379,527.27 $4,979,671.13 -- -- $387,232.43 $2,957,255.00 $782,999.43 $16,586,787.38 San Francisco $3,010,583.00 $635,054.00 $1,674,759.52 -- $523,856.96 -- -- -- $176,912.52 $635,054.00 $2,375,529.00 San Joaquin $4,117,675.26 $1,604,785.00 -- $175,063.03 -- -- -- $509,361.22 $1,828,466.22 $2,289,209.04 $1,828,466.22 San Luis Obispo $2,157,165.00 $956,093.00 $761,603.00 $248,111.00 $174,161.00 -- -- $190.00 $17,007.00 $1,204,394.00 $952,771.00 San Mateo $4,087,362.00 $2,740,171.00 -- $550,895.00 -- $30,773.00 -- $465,505.00 $300,018.00 $3,787,344.00 $300,018.00 Santa Barbara $2,205,982.00 $1,340,418.00 $495,103.00 $134,360.00 $236,101.00 -- -- -- -- $1,474,778.00 $731,204.00 Santa Clara $13,682,327.90 $7,850,833.00 $2,871,970.06 $1,041,585.26 $1,917,939.24 -- -- -- -- $8,892,418.59 $4,789,909.31 Santa Cruz $2,611,287.70 $899,772.00 -- -- -- -- -- $2,784.35 $1,708,731.00 $902,556.70 $1,708,731.00 Shasta $236,842.00 $187,428.00 -- $43,079.00 -- -- -- $6,335.00 -- $236,842.00 -- Sierra $124,408.00 $57,197.00 -- $67,211.00 -- -- -- -- -- $124,408.00 -- Siskiyou -- -- -- -- -- -- -- -- -- -- -- Solano $5,178,005.00 $1,433,967.00 $2,336,697.00 $190,059.00 $1,073,131.00 -- -- $344.00 $143,807.00 $1,624,370.00 $3,553,635.00 Sonoma $3,140,819.66 $1,605,028.00 $674,181.50 $587,683.64 $273,926.86 -- -- -- -- $2,192,711.30 $948,108.36 Stanislaus $4,751,142.00 $2,794,186.00 $901,297.00 $273,555.00 $408,424.00 -- $83,509.00 $32,803.00 $257,368.00 $3,100,544.00 $1,650,598.00 Sutter-Yuba $236,969.20 $126,273.00 -- $35,912.99 -- $52,385.52 -- $22,397.36 $236,969.20 -- Tehama $941,689.60 $652,802.00 -- $288,887.81 -- -- -- -- -- $941,689.60 -- Tri-Cities $198,937.00 $9,023.00 -- $9,954.00 -- -- -- $179,960.00 -- $198,937.00 -- Trinity $110,255.00 $60,640.00 -- $49,614.75 -- -- -- -- -- $110,255.00 -- Tulare $2,451,695.60 -- $1,532,870.85 -- $704,430.81 -- -- -- $214,393.94 -- $2,451,695.60 Tuolumne $711,168.00 $467,607.00 -- $100,081.00 -- -- -- $143,480.00 -- $711,168.00 -- Ventura $3,348,687.97 $1,501,153.00 -- $239,101.32 $311,206.00 -- -- $506,684.00 $790,544.00 $2,246,937.97 $1,101,750.00 Yolo $980,911.37 $653,677.00 $14,544.54 $156,162.90 -$158.35 -- -- $151,450.49 $5,235.01 $961,290.17 $19,621.20 19 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Appendix B: Summary of General System Development Services provided by Counties/Municipalities in FY 2007-2008 Yellow = Strategy was documented in the CSS component, but was not reported as being specific to General System Development Services Specific Populations Safety Plans Education (services that Peer Recovery Crisis (of peers, Wraparound Wellness encourage Counseling/ Unserved/or Transition Center/ Intervention/ Outreach Engagement Housing family, Families Older Adults Program Center clients to stay Support Underserved Age Youth Programs Support and/or in Services community) County community) Alameda Alpine 1 Amador Berkeley City 1 1 1 1 Butte 1 1 1 1 Calaveras Colusa 1 Contra Costa 1 1 1 Del Norte El Dorado 1 1 1 1 1 1 1 Fresno Glenn 1 1 1 Humboldt 1 1 1 1 Imperial 1 Inyo 1 1 Kern 1 1 1 1 1 Kings 1 1 Lake Lassen 1 1 Los Angeles 1 1 1 1 1 1 Madera 1 1 Marin Mariposa 1 1 Mendocino 1 1 Merced 1 1 1 1 Modoc Mono Monterey 1 1 20 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Summary of General System Development Services provided by Counties/Municipalities in FY 2007-2008 Yellow = Strategy was documented in the CSS component, but was not reported as being specific to General System Development Services Specific Populations Safety Plans Education (services that Peer Recovery Crisis (of peers, Wraparound Wellness encourage Counseling Unserved/or Transition Older Center/ Intervention/ Outreach Engagement Housing family, Families Program Center clients to / Support Underserved Age Youth Adults Programs Support and/or stay in Services community) County community) Orange 1 1 1 1 1 1 1 Placer 1 1 1 1 1 1 Plumas Riverside 1 1 1 1 1 1 1 Sacramento 1 1 San Benito 1 1 1 San Bernardino 1 1 1 1 San Diego 1 1 1 1 1 1 1 1 1 San Francisco 1 1 San Joaquin 1 1 1 1 1 San Luis Obispo 1 1 1 1 1 1 1 1 San Mateo 1 1 Santa Barbara 1 1 1 Santa Clara 1 1 1 1 Santa Cruz 1 1 1 1 1 Shasta 1 1 1 Sierra Siskiyou Solano 1 1 Sonoma Stanislaus 1 1 1 Sutter-Yuba Tehama Tri City Trinity Tulare Tuolumne 1 1 Ventura 1 1 Yolo Total (SD specific) 4 5 12 19 10 6 5 2 14 7 13 4 5 5 Total (not SD specific) 0 2 1 2 3 2 1 2 0 0 4 0 5 8 Total (overall) 4 7 13 21 13 8 6 4 14 7 17 4 10 13 21 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Appendix C: Revenue and Expenditure Reports Process of Transferring Individual County Excel Files into Master Cross-Site File The MHSA (FY: 06/07, 07/08, 08/09) Database is an aggregated database containing fiscal data from a total of 59 California counties/municipalities spanning three fiscal year periods, covering 25 program data sets, sourced from 589 distinct file locations, containing a total of 4,498 unique variables, encompassing a grand total of 287,265 distinct data points. Fiscal Year 2006-2007 contained 1,325 distinct variables provided by 57 counties/municipalities across 6 programs located within 57 separate files containing a total of 72,525 distinct data points. Fiscal Year 2007-2008 contained 1,265 distinct variables provided by 59 counties/municipalities across 7 programs located within 60 separate files containing a total of 75,900 distinct data points. Fiscal Year 2008-2009 contained 2,264 distinct variables provided by 59 counties/municipalities across 11 programs located within 472 separate files containing a total of 135,840 distinct data points. The MHSA Database was constructed through a process of template creation, formula crafting, running transfer protocols and performing validity checks. Templates were formed via construction of a list of all variables across each program over all three fiscal years. Formula were generated to transfer the values of individual cells to the database template and were compiled to transfer all the relevant data points within a given workbook and, subsequently, entire source-file. Formulas were crafted for each of the unique variables contained within each program or workbook. Master formulae were crafted for each workbook within a file or fiscal year. The master formulae performed the relocation of each relevant data point, across all programs, within a given file or fiscal year. Transfer protocols were generated to perform manual and semi-automated opening and closing of files, updating formula and transferring the relevant data values of each fiscal year to the database. Validity checks were performed throughout each stage of the process with full checks on each new formula, random spot checks, specific value checks and redundant report checks. 22 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development Challenges/Limitations Complications in the construction of the database template arose from the systemic variance within a specific program across multiple fiscal years. Each program contains differing sets of reported variables across each fiscal year. Such complexity required the database construction and formulae formats to account for the disparate data formats. This was accomplished through the merger of otherwise identical variables names that were renamed and through the adjustment of cell-specific spacing references in all formulae. Further complicating the construction of the database was the systemic variance between the three fiscal years in file sets and data locations. While fiscal years 2006-2007 and 2007-2008 are rather similar the 2008-2009 fiscal year is provided in an entirely different file set format. Additionally, each fiscal year contains noteworthy variance in data locations from the other fiscal years. This complexity required the substantial retooling of the formula sets and numerous additional, unique formula sets to be constructed. However, the most severe complications came as a result of modifications performed by reporting counties to the file names, workbook names and, most significantly, workbook formats. Variances which caused transfer protocols to report incorrect and invalid data points, if not miss the source- data entirely. These issues necessitated the manual reformatting of all files and workbooks locations found to be employing deviant standards and the subsequent manual operation of all associated transfer protocols. In addition, the FY 2006-2007 and FY 2007-2008 formula cells were not locked. Therefore, counties could modify the formulas and mistakes were made. The UCLA/EMT team therefore had to create summary variables, rather than rely upon the formulas as included in the Revenue and Expenditure Reports. The FY 2008 – 2009 cell linking CSS total to the summary page was not locked, and the CSS totals were incorrect for three of the four counties that opted to manually insert CalHFA Housing Allocations. As a result, the CSS grand total had to be calculated using programming language for all counties (for the purpose accurate expenditures to be included in this report). 23 California’s Investment in the Public Mental Health System Brief 4: Providing Community Services and Supports through California’s Investment in the Public Mental Health System General System Development Brief 4: Providing Community Services and Supports through General System Development End Notes i California Department of Mental Health (2010, January). Mental Health Services Act Expenditure Report, Fiscal Year 2010 – 2011. Sacramento, CA. ii http://www.dmh.ca.gov/DMHDocs/docs/letters05/05-05CSS.pdf iii Ibid http://www.dmh.ca.gov/DMHDocs/docs/notices08/08-12.pdf http://www.dmh.ca.gov/DMHDocs/docs/notices08/08-31.pdf iv The number of counties in Fiscal Year 2008 – 2009 is 59 (there are 58 counties in California) because two counties receive joint funding, and two cities receive funding under the Mental Health Services Act. v Calculation of unspent monies did not include monies that are required to be set aside. This includes prudent reserve and monies that automatically revert due to expiration. In addition, MHSA provided monies to counties for planning purposes in State Fiscal Years 2006 – 2007 and 2007 – 2008 that were not tied to any component. The UCLA/EMT Team made a methodological decision in order to more clearly highlight component expenditures. Planning monies were proportionately assigned out to each component based on the percentage of expenditures that each activity represented in the county for each Fiscal Year. vi For FY 06-07, GSD expenditures are broken down further into new and existing programs. vii When looking at totals reported for CSS and its services (FSP, GSD, and O&E) it is important to note an inconsistency in reporting expenditures, as a result of deviation from worksheet instructions. This inconsistency occurred for Santa Clara and San Mateo Counties, FY 07-08. Neither are errors that we can correct without going to the counties and a) getting missing data and/or b) asking the counties to classify in the correct categories. We cannot interpret for the counties what was intended. viii 08-31 details expectations for tracking GSD Housing. The following table displays the 11 counties expending GSD Housing Funds per the FY 08-09 Revenue and Expenditure Report – County GSD Housing Expenditures Contra Costa Kern Sacramento Stanislaus Contractor GSD Housing Expenditures Calaveras Contra Costa Del Norte Humboldt Kings Orange San Mateo Sutter-Yuba http://www.dmh.ca.gov/dmhdocs/docs/notices08/08-31.pdf ix When looking at totals reported for CSS and its services (FSP, GSD, and O&E) it is important to note an inconsistency in reporting expenditures, as a result of deviation from worksheet instructions. This inconsistency occurred for Santa Clara and San Mateo Counties, FY 07-08. Neither are errors that we can correct without going to the counties and a) getting missing data and/or b) asking the counties to classify in the correct categories. We cannot interpret for the counties what was intended. x http://www.dmh.ca.gov/dmhdocs/docs/letters05/05-02.pdf xi The Annual Updates for FY 2009 – 2010 were reviewed and all services and activities funded under GSD were recorded. The matrix documenting the results is attached in Appendix B. xii 16 counties/municipalities (more than one in four) did not document in the Annual Update a specific GSD model or best practice being implemented (27%). xiii http://en.wikipedia.org/wiki/Per_capita xiv Population Estimates, 2010, U.S. Census Bureau, Population Division. xv http://www.dmh.ca.gov/DMHDocs/docs/letters05/05-05CSS.pdf 24