Aging & Disability Resource Center Board - Regular Meeting — Agenda Packet

Chippewa County Aging & Disability Resource Center (ADRC) Board Regular Meeting July 9, 2026 Chippewa County Courthouse, Room 302 3:00 PM District 5, Chair Dennis Bachman Citizen Rep, Vice-Chair Cindy Spaeth Citizen Rep Kathy Schmiedeskamp Citizen Rep Larry Marquardt Citizen Rep Yvonne Hedrington Citizen Rep Renee Thompson Citizen Rep Don Hauser Citizen Rep Cindy Spaeth Page 1 of 48 Chippewa County Aging & Disability Resource Center (ADRC) Board Regular Meeting July 9, 2026 Chippewa County Courthouse, Room 302 3:00 PM 1. Call to Order 2. Roll Call 3. Members of the Public Wishing to Be Heard (Comments will be limited to 5 minutes per speaker.) 4. Consent Agenda (Unless separation of an item is requested, all items will be adopted under one motion.) 1. Approve the Agenda 2. Approve the Minutes - May 14, 2026 3. Schedule Next Meeting Date - September 17, 2026 5. Reports 1. ADRC Staff Presentation: Meal Assessment Process - Kayla Colbenson 2. ADRC Manager Program and Financial Report - Bobbie Jaeger/Paul Brenner 3. ADRC Advocacy Report - Bobbie Jaeger 6. Business Items 1. 2027 Copays and Contributions - Kayla Colbenson 2. 2027 ADRC Budget - Bobbie Jaeger/Paul Brenner 7. Agenda Items for Future Consideration 8. Adjourn Chippewa County shall attempt to provide reasonable special accommodations to the public for access to its public meetings, provided reasonable notice of special need is given. If special accommodations for a meeting are desired, contact the County Clerk’s Office at 715-726- 7980. Members of the Chippewa County Board of Supervisors who are not members of this committee are entitled to attend this meeting. It is possible that the attendance of one or more such nonmember Supervisors may create a quorum of some other county board committee, board or commission. Such a quorum is unintended and the nonmember Supervisors are not meeting for the purpose of exercising the responsibility, authority, power, or duties of any other committee, board or commission. Published: June 25, 2026 Page 2 of 48 Chippewa County Aging & Disability Resource Center (ADRC) Board Regular Meeting May 14, 2026 Chippewa County Courthouse, Room 302 3:30 PM 1. Call to Order The Chair called the meeting to order at 03:32 PM 2. Roll Call Members Present: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Cindy Spaeth, Renee Thompson Members Absent: Yvonne Hedrington Others Present: DHS Staff: Bobbie Jaeger, Paul Brenner, Sarah Zielke, Kayla Colbenson, Stephanie Rasmussen, Brandi Engel 3. Election of Vice-Chair Cindy Spaeth was elected the vice-chair position. Motion: Approved Result: Passed (5 - 1) Mover: Larry Marquardt Seconder: Renee Thompson Ayes: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Renee Thompson Nayes: Cindy Spaeth Absent: Yvonne Hedrington 4. Members of the Public Wishing to Be Heard (Comments will be limited to 5 minutes per speaker.) There were no members of the public wishing to be heard. 5. Consent Agenda (Unless separation of an item is requested, all items will be adopted under one motion.) Motion: Approved Result: Passed (6 - 0) Mover: Larry Marquardt Seconder: Cindy Spaeth Ayes: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Cindy Spaeth, Renee Thompson Nayes: None Absent: Yvonne Hedrington 1. Approve the Agenda 2. Approve the Minutes - March 12, 2026 Page 3 of 48 3. Schedule Next Meeting Date - July 9, 2026 6. Reports 1. ADRC Staff Presentation: Success Story - Stephanie Rasmussen Disability Benefit Specialist, Stephanie Rasmussen, presented on a consumer with severe anxiety causing memory impairment. In October, the consumer sought assistance for SSI reinstatement. Social Security mistakenly mailed her a 15-page disability packet, causing undue stress upon the consumer. Stephanie offered reassurance that she did not need to complete the large packet and worked with social security to ensure nothing had gotten mixed up on their end. After the SSI reinstatement, Stephanie next assisted the consumer with becoming connected to an attorney to establish an ABLE account, along with other resources including housing, energy assistance, FoodShare, and a LifeLine phone. 2. ADRC Manager Program and Financial Report - Sarah Zielke/Paul Brenner Manager Sarah Zielke highlighted numerous items from her program report. Bronson Stelzer began in April as the new Dementia Care Specialist. Sarah noted there is currently one opening for a nutrition site aide due to an upcoming retirement. She also reported that the nutrition van was included in the Highway Department fleet upgrade this year and is now operational. ADRC staff continue completing daily time and task reporting in 15-minute increments to allow for Medicaid claim reimbursement, and this reporting will soon transition to the PeerPlace data tracking system. In recognition of Older Americans Month, Sarah acknowledged the contributions older adults make to the community. Fiscal Manager Paul Brenner reported that budget expenditures remain on track for this point in the year. Transportation spending continues to show lower utilization, and discussions are ongoing regarding ways to increase utilization, including the possibility of offering grocery and fitness/wellness transportation trips. 3. ADRC Advocacy Report - Sarah Zielke Manager Sarah Zielke informed the board the Patient Representative Bill was passed in March and will go into effect in June. This bill will allow for discharge and admission to a lower level care facility by a hospital-appointed representative versus waiting for a court-appointed guardian which can delay the process. There are ongoing ethical concerns and efficacy concerns yet to be addressed. 4. ADRC Strategic Plan Update - Sarah Zielke Manager Sarah Zielke provided status updates on their three strategic goals: 1. To further expand staff knowledge on community resources, staff participated in a poverty simulation, met with local hospice agencies, and partnered with UW-Extension and the Mental Wellness & Recovery division to learn more about end-of-life planning resources. 2. To increase community awareness of the ADRC's offerings, a new "contact us" form was added to the ADRC website, program outreach such as wellness groups and Medicare & You workshops have continued, and staff partnered with Public Health for an emergency preparedness needs assessment. 3. To enhance a healthy work environment, staff have participated in potlucks and will soon be hosting their annual team "org day" to reinforce connections. 7. Business Items Page 4 of 48 1. Set Regular Meeting Dates and Times - Sarah Zielke The ADRC Board meetings will be held on the second Thursday of odd months, but will have a start time of 3:00 PM. Motion: Approved Result: Passed (6 - 0) Mover: Renee Thompson Seconder: Don Hauser Ayes: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Cindy Spaeth, Renee Thompson Nayes: None Absent: Yvonne Hedrington 2. ADRC 2026 Confidentiality and Conflict of Interest Acknowledgement - Sarah Zielke ADRC Manager, Sarah Zielke, reviewed the Confidentiality and Conflict of Interest Agreements. Board members are asked to sign these policies on an annual basis per state requirements. 3. ADRC 2026 Program Prioritization Results - Sarah Zielke The 2026 ADRC Program Priority Rankings as determined by the ADRC Board members were reviewed and approved. Motion: Approved Result: Passed (6 - 0) Mover: Don Hauser Seconder: Renee Thompson Ayes: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Cindy Spaeth, Renee Thompson Nayes: None Absent: Yvonne Hedrington 8. Agenda Items for Future Consideration 9. Adjourn The meeting adjourned at 4:30 PM. Result: Passed (6 - 0) Mover: Cindy Spaeth Seconder: Don Hauser Ayes: Dennis Bachman, Kathy Schmiedeskamp, Larry Marquardt, Don Hauser, Cindy Spaeth, Renee Thompson Absent: Yvonne Hedrington Page 5 of 48 Statement of Explanation ADRC Staff Presentation: Meal Assessment Process - Kayla Colbenson 1 This presentation by Aging and Disability Resource Center (ADRC) staff educates the 2 ADRC Board about the policy implications of services received through the ADRC. Page 6 of 48 GWAAR Nutrition Team Updated 12-4-24 On Family Care or IRIS? Meets HDM Eligibility? Schedule a home visit within 12 weeks Offer Senior Dining & Complete the Registration form. Offer appropriate person-centered interventions. Yes: Refer to Care Manager for eligibility & meal authorization. “Right Meal & Services for You” Decision Tree Enter in the statewide database. Reassess annually or with a change of condition. No No Complete the “Right Meal & Services for You” HDM Registration Form. (Note: A separate form should be completed for the spouse or a person with a disability living with the participant if offering an NSIP-eligible meal). Are HDM meals needed for longer than 12 weeks? Complete the “Right Meal & Services for You” Score Form to determine the Level of Need. Yes Adjust meals/services/referrals as appropriate after the in-home visit. No Complete the Initial HDM Inquiry over the phone Yes Page 7 of 48 GWAAR Nutrition Team Updated 2-3-26 Meal Prioritization/Waitlist “Right Meal & Services for You” Date of Referral:______ Registration Form-Home Delivered Meals (2026) Requested Start Date: ______ Name: (Last, First, MI, Suffix) Date of Registration: ☐ Initial Assessment ☐ Reassessment Address (include zip and county): ☐ Housing Insecure ☐ Homeless ☐ Geographically Isolated Home Phone (w/area code): Cell Phone: City: Email: State/Zip: County: Date of Birth (month/day/year) Household: ☐ I live alone ☐ I live with others Gender (specify): What is your gender : ______________ Preferred Language: ☐ Limited English Speaking ☐ English ☐ Spanish ☐ Hmong ☐ Other: ____________ Ethnicity: ☐ Hispanic/Latino ☐ Not Hispanic or Latino Race: ☐ American Indian or Native Alaskan ☐ Asian or Asian American ☐ Black or African American ☐ Native Hawaiian or Pacific Islander ☐ White ☐ Hispanic/Latino ☐ Middle Eastern or North African ☐ Other: _____________________ Income Status: Is your income at or below the following? ☐ Yes ☐ No # in Home Month/Year 1 $1,330/$15,960 2 $1,804/$21,640 3 $2,277/$27,320 4 $2,750/$33,000 Is the participant enrolled in a Family Care or IRIS? ☐ Yes, refer to their Care Manager ☐ No, continue registration Veteran Status? ☐ Yes ☐ No Has a pet? ☐ Yes ☐ No Notes: NSIP Eligible (Office use only) Reason (Select 1) ☐ Yes ☐ Age 60 + ☐ Under age 60 Spouse of person 60+ ☐ Under age 60 person w/disability living w/ person 60+ ☐ No ☐ Under age 60 informal caregiver (connected with NFCSP or AFCSP program) ☐ NSIP Ineligible Reasons Meals are Needed A person aged 60 or older who it: (Check all that apply) (Use OAA C2) ☐ Generally unable to leave their home unassisted by reason of accident, illness, disability, frailty, or isolation. ☐ Unable to cook or prepare meals safely or lack appropriate knowledge/skill. ☐ Is unable to independently shop to obtain or access food. ☐ No Transportation ☐ No support from family, friends, neighbors, or another meal support service in the home or community. ☐ Is unable to consistently access meals at a congregate dining location due to personal health reasons or other reasons that make dining in a congregate setting inappropriate. ☐ Dementia/Memory/Mental Health Impairment affects decision-making. ☐ Recent discharge or an acute medical condition such as recovering from surgery, a fall, illness, broken bone, pneumonia, OR on Hospice. (Meals are anticipated to be needed for less than 12 weeks) Other meals that can be offered on a contribution basis: ☐ Spouse will benefit from a meal. (OAA C2) ☐ Informal caregiver will benefit from a meal. (Use OAA C2) unless they are under 60 (use NFCSP or AFCSP) ☐ Person w/a disability living w/eligible adult would benefit from a meal. (OAA C2) Spouse, Caregiver, or Dependent Adult’s Ability Level related to meals: ☐ Able to prepare adequate meals ☐ Able to prepare simple meals ☐ Able to pick up meals ☐ Unable to prepare adequate meals Page 8 of 48 GWAAR Nutrition Team Updated 2-3-26 Nutrition Screening (NSI) or (DETERMINE) NO YES Do you have an illness or condition that made you change the kind and/or amount of food you eat? ☐ 0 ☐ 2 Do you eat fewer than 2 meals a day? ☐ 0 ☐ 3 Do you eat few fruits or vegetables or milk products? ☐ 0 ☐ 2 Do you have three or more drinks of beer, liquor or wine almost every day? ☐ 0 ☐ 2 Do you have tooth or mouth problems that make it hard to eat? ☐ 0 ☐ 2 I don’t always have enough money to buy the food that I need. ☐ 0 ☐ 4 Do you eat alone most of the time? ☐ 0 ☐ 1 Do you take 3 or more different prescribed or over-the-counter drugs daily? ☐ 0 ☐ 1 Without wanting to, have you lost or gained 10 pounds in the last six months? ☐ 0 ☐ 2 Are you unable to physically shop, cook and/or feed yourself consistently? ☐ 0 ☐ 2 Risk Level: ☐ 0-2 Low ☐ 3-5 Moderate ☐ 6+ High NSI/ Determine Risk Score /Total: ____ MST Screen (In the past 6 months) 1. Have you lost weight without trying? ☐ No (0) ☐ Unsure (2) ☐ Yes 1a. If yes, how much weight have you lost? ☐ 2-13 pounds (1) ☐ 14-23 pounds (2) ☐ 24-33 pounds (3) ☐ 34 pounds or more (4) ☐ Unsure (2) 2. Have you been eating poorly because of a decreased appetite? ☐ No (0) ☐ Yes (1) Q1/1a Weight Loss Score: ___ Q2 Appetite Score: ___ MST Score (Total): ___ 0-1 = Not at Risk 2 or more = At Risk Privacy Statement: “The information you are being asked to provide is needed to determine if you are eligible to receive Older Americans Act Services and to comply with federal and state reporting requirements. This information will be stored in a secure electronic database and will not be used for any other purpose. Your information will not be shared with another agency without your permission. This information will not be sold to anyone. You have the right to review your electronic record and request changes to ensure accuracy. You will not be denied most services if you refuse to provide this information. If you have questions regarding this, please ask the aging unit staff.” (PLEASE SEE SECOND SHEET) Food Security: For each of the following statements, please tell me which one is “often true,” “sometimes true” or “never true” for the past 12 months. Often True Sometimes True Never True 1. We (I) worried whether our food would run out before we (I) got money to buy more. ☐ Yes* ☐ Yes* ☐ Yes 2. The food that we (I) bought just didn't last and we (I) didn't have money to get more. ☐ Yes* ☐ Yes* ☐ Yes *If answered Yes to Often True or Sometimes True to EITHER question, they are food insecure. Page 9 of 48 GWAAR Nutrition Team Updated 2-3-26 Activities of Daily Living (ADLs) Check Yes for each ADL that you/the client need substantial assistance to complete (including verbal reminding, physical cuing, or supervision). Check No for each ADL you can complete without substantial assistance. No Help Needed Yes, Needs Help Bathing: Gets in/out of the bath/shower, uses faucets, washes, and dries oneself safely. Dressing: Dresses and undresses safely. Toileting: Uses toilet and cleans oneself. Transferring: Moves in and out of bed or chair. Feeding: Gets food or drink from plate, bowl, or cup into mouth and uses utensils. Continence: Exercises complete self-control. TOTAL Number of Yes ADLs _________ Instrumental Activities of Daily Living (IADLs) Check Yes for each IADL that you/the client need substantial assistance to complete (including verbal reminding, physical cuing, or supervision). Check No for each IADL you can complete without substantial assistance. No Help Needed Yes, Needs Help Food Preparation: Plans, prepares, and serves adequate meals independently. Shopping: Takes care of all shopping needs independently. Medication Management: Takes medication in correct dosages at correct time. Ability to Manage Finances: Handles financial matters and/or day-to-day purchases. Housekeeping: Participates in housekeeping tasks. Laundry: Launders some items independently. Transportation: Travels unassisted via personal vehicle, public transportation, taxi. Ability to Use Telephone: Dials and/or answers the telephone. TOTAL Number of Yes IADLs_________ Health and Well-Being Considerations (Note on the Score Form and offer interventions) ☐ Self-reported On-going Medical Condition (i.e. Cancer, COPD, Parkinson’s, Diabetes, Heart Ds, Dialysis, Arthritis, etc.) ___________________________________________ ☐ On Hospice Care: Phone # to call: _____________ ☐ Visually impaired ___________________________ ☐ Hearing impaired __________________________ ☐ Difficulty Chewing (no/few teeth/Loose dentures) ☐ Difficulty Swallowing _________________________ ☐ Lacks Cooking Skills _________________________ ☐ Oxygen use ________________________________ ☐ Limited English ____________________________ ☐ Doesn’t drive _____________________________ ☐ History of falls ____________________________ ☐ Home Safety Concerns _____________________ ☐ Dialysis _________________________________ ☐ Incontinence ____________________________ ☐ Mobility Impaired (Uses walker/cane/wheelchair) ☐ Frailty/weakness __________________________ ☐ Memory loss/Dementia/Mental Health Impairment ☐ Mild ☐ Moderate/Severe __________________________________________ ☐ Lives alone or alone during the day ☐ Lonely ☐ Anxiety/Stress _____________________ ☐ Complaints of Pain __________________________ ☐ Sad/Depressed/Grieving ___________________ ☐ Housing Instability ☐ Homeless/unhoused Supports: ☐ Caregiver Support Needed ☐ Has In-home Support Service(s): ☐ MCO ☐ OT/PT ☐ Home Health ☐ Other:____________________ ☐ Other concerns/notes: __________________________________________________________________________ Page 10 of 48 GWAAR Nutrition Team Updated 2-3-26 Emergency Preparedness Questions Do you have at least 3 days of food & water at home? ☐ Yes ☐ No During an extended power outage or emergency do you have a plan? i.e. family, friends, or other help nearby? ☐ Yes ☐ No Do you have concerns about heating and/or cooling? ☐ Yes ☐ No Emergency Contact (Last Name, First Name): ______________________________ Relationship:______________ Phone: _______________________________ Email: ___________________________________________ Allergies or Special Dietary Needs: _____________________________________________________________ Please Read or Paraphrase: Thank you for completing your registration with me today. All of the information you shared will remain private. This is the first step in our “Right Meal and Services for You” process, which helps us determine the type and number of meals and services that best meet your needs. If you need home-delivered meals for longer than 12 weeks, we’ll schedule an in-home visit to understand your situation better. Based on what we learn during this visit, the number of meals or other services you receive may change. We complete this assessment at least once a year, or anytime there is a change in your health or situation. Do you have any questions for me at this time?” Person Conducting the assessment: __________________________________ Date: _______________ Program Contributions ☐ The participant would like a monthly contribution letter mailed to their home. ☐ The participant will make contributions directly. Do NOT mail a contribution letter. ☐ The participant would like a contribution letter sent elsewhere: Name: Address: Phone: ______________________ Email: ____________________________________ Relationship to person: The participant is interested in and could benefit from: (Note on Score Form under Interventions) ☐ Adaptive Equipment ☐ Age Well Series (WIHA) ☐ Caregiver Specialist Referral ☐ Carry out meals ☐ Chore/Homemaker/Handyman ☐ Coalition for Social Connectedness ☐ Dementia Care Specialist Referral ☐ Dental assistance ☐ Dietitian referral ☐ EBS Referral ☐ Emergency Preparedness Information ☐ Falls Prevention Information ☐ Grandparents Raising Grandkids Information ☐ Health Promotion/Wellness Classes ☐ I & A or Options Counselor ☐ Independent Living Center Referral ☐ Liquid Nutrition Supplements ☐ List of other food/nutrition resources ☐ More than 1 Meal a Day/Frozen/Weekend Meals ☐ Nutrition Education ☐ Pet Assistance ☐ Pillbox or medication management ☐ Resources for the blind, deaf, or hard of hearing ☐ Senior Center Information ☐ Senior Dining Meals ☐ Senior Farmers Market Vouchers ☐ Shelf Stable or Emergency Meals ☐ Simple, affordable recipes and cooking tips ☐ Socialization ☐ Supplemental Food Box ☐ Swallow Screen (EAT-10) ☐ Transportation ☐ VA Officer Referral ☐ Honor Flight Information ☐ Virtual Senior Dining ☐ Weekend meals ☐ OTHER: ____________________________ Page 11 of 48 12-9-2024 GWAAR Nutrition Team FINAL REVISED (Version 1) Step 1: Use the information from the HDM Registration form to complete. SCORE FORM Additional Considerations (Check all that apply) Emergency Preparedness Questions Has at least 3 days of food & water at home? ☐ Yes ☐ No If an extended power outage or an emergency has a plan? _________________________________ ☐ Yes ☐ No Concerns about heating and/or cooling? ☐ Yes ☐ No _______________________________________________ Step 2: Check the appropriate priority level & characteristics box(es). ☐ High (Score of 13 or higher) ☐ Generally Unable to leave their home unassisted due to accident, illness, disability, frailty, or isolation. Lacks support ☐ Recent Discharge/Acute/ or Hospice ☐ Unable to independently obtain food and prepare adequate meals. ☐ Lives in a geographically isolated area. ☐ Significantly affected by any loss of service in an emergency. (Negative outcomes will result) ☐ Dementia/Memory/ Mental health impairment affects decision-making. ☐ At Risk Caregiver or Eligible Dependent who lives w/unable to prepare adeq meals. ☐ High Nutrition Risk ☐ Other __________________________ ☐ Moderate (Score of 7 to 12) ☐ Can leave home with assistance, has some supports. ☐ They can or someone can make simple meals if food is available &/or pick up Carry Out or other Meal/Food Options. ☐ Needs more support and assistance to prevent decline and improve their health. ☐ Unable to consistently access Senior Dining meals due to personal health reasons or other reasons that make dining in a congregate setting inappropriate. ☐ Can benefit from Transportation to access meals at congregate dining, shopping, food access, &/or activities. ☐ Can function with temporary loss of service for 1-3 days in an emergency. ☐ Other __________________________ ☐ Low (Score of 6 or lower) ☐ Ambulatory- can leave home unassisted. Can shop, cook, and prepare simple meals. ☐ Cannot Drive in the Winter ☐ Transportation Needed ☐ Spouse or Caregiver can prepare adequate meals. ☐ Spouse can benefit from a meal. ☐ Caregiver can benefit from a meal. ☐ Meal for a person under 60 with a disability who lives with an eligible individual who participates in the program. ☐ Living with someone or living alone with dependable supports. ☐ Has reliable transportation. ☐ Can manage/has resources and supports in an emergency > than 3 days. ☐ Other: __________________________ Short-Term Default High Risk (Offer up to 3 months, Reassess) ☐ Recent Discharge or Acute Medical Condition ☐ Hospice Care: Phone # to call ________________ DETERMINE Nutrition Risk Score Points ☐ Low Risk (0-2) 0 ☐ Moderate Risk (3-5) 1 ☐ High Risk (6 or more) 2 MST Malnutrition Screen Score ☐ Not at Risk (0 to 1) 0 ☐ At Risk (2 to 5) 2 Food Insecure ☐ Never True 0 ☐ Sometimes True 1 ☐ Often True 2 Access and Ability ☐ Unable to leave their home unassisted 2 ☐ Food Preparation (Unable to cook/prepare adeq. meals.) 2 ☐ Shopping/Food Access/Unable to obtain food 2 ☐ Feeding (ADL) 2 ☐ No formal or informal supports in place 2 ☐ No Transportation/ Geographically isolated 1 ☐ Income at or below the poverty level 1 ☐ Uses cane, walker, wheelchair (Impaired mobility) 1 ☐ Mild Memory Loss/Dementia /Mental Health Impaired 1 ☐ Mod/Severe Memory Loss/Dementia/Mental Health Impaired 2 ☐ On-going Medical Cond. _____________________ 1 TOTAL ____ Participants Name: ______________________________________________ ☐ Initial Assessment ☐ Reassessment Date: ______ Assessors Initials: ____ _______ Turn over to complete page 2. Health and Well-Being (Offer services or referrals) ☐ Visually impaired ______________________________ ☐ Hearing impaired ______________________________ ☐ Difficulty Chewing (no or few teeth/poor fitting dentures) ☐ Difficulty Swallowing ____________________________ ☐ Lacks Cooking Skills _____________________________ ☐ Oxygen use _____________________________________ ☐ Limited English __________________________________ ☐ Doesn’t drive ___________________________________ ☐ History of falls __________________________________ ☐ Home Safety Concerns: ___________________________ ☐ Incontinence ___________________________________ ☐ Frailty/weakness ________________________________ ☐ Lives alone; or alone during the day _________________ ☐ Lonely _________________________________________ ☐ Anxiety/Stress___________________________________ ☐ Complains of Pain ________________________________ ☐ Sad/Depressed/Grieving __________________________ ☐ Housing Instability ☐ Homeless/unhoused ☐ Caregiver Support Needed ________________________ ☐ In-home supports: ☐ MCO ☐ OT ☐ PT ☐ Home Health ☐ Other concerns: __________________________________ Notes: ____________________________________________ “Right Meal & Service for You” Score Form Page 12 of 48 12-9-2024 GWAAR Nutrition Team FINAL REVISED (Version 1) STEP 3: INTERVENTIONS ☐ High Need (Intense Interventions) ☐ Moderate Need (Access & Assistance) ☐ Low Need (Information/Connection) Nutrition Plan Home Delivered meals ☐ ___ days/week on ☐M ☐ T ☐ W ☐TH ☐ F Additional Meals ☐ ___ Weekend Meals deliver on ☐ W ☐TH ☐ F ☐ ___ 2nd meal deliver on ☐M ☐ T ☐ W ☐TH ☐ F ☐ ___ Shelf-stable meals deliver on ☐M ☐ T ☐ W ☐TH ☐F ☐ ___ Frozen meals delivered on ☐M ☐ T ☐ W ☐TH ☐ F ☐ Spouse/Person w/ disability Meal ☐M ☐T ☐W ☐TH ☐F ☐ Caregiver Meal ☐M ☐ T ☐ W ☐TH ☐ F ☐ Grandparent raising grandkid meal ☐M ☐T ☐W ☐TH☐F Carryout Meals ☐___ Meals/week ☐M ☐T ☐W ☐TH ☐ F Senior Dining ☐___ days per week ☐M ☐T ☐W ☐TH ☐ F ☐ Liquid Nutrition Supplement Product: __________ Amount per Day ______ Or Per Month ____ ☐ Deliver with Meal ☐ Will Pick Up ☐ Complete Enhanced DETERMINE Form ☐ Senior Farmers Market Voucher ☐ Food Box ☐ Other Food/Nutrition Resources ☐ Pet Food ☐ Dog ☐ Cat Additional Programs, Services & Referrals ☐ Transportation to: ☐ Senior Dining Site ☐ Grocery/Shopping ☐ Food Pantry ☐ Senior Center ☐ Other ☐ Adaptive Equipment ☐ Evaluation ☐ Provide the following: _____________________ ☐ Independent Living Center Referral __________________________________________ ☐ I & A Specialist or ☐ Options Counselor Notes: ☐ EBS Referral for: ☐ Food Share Assistance ☐ Energy Assistance ☐ Other: Notes: ☐ EB Health Promotion or Wellness Class (Specify) ☐ Living Well ______________ ☐ Stepping On ☐ Walk with Ease ☐ Mind Over Matter ☐ Eat Smart, Move More, Weigh Less ☐ Stepping Up Your Nutrition ☐ Other: ____________________ ☐ Caregiver Specialist Referral ☐ Dementia Care Specialist ☐ Veteran’s Officer Referral ☐ Resource Directory ☐ Falls Prevention Information ☐ Hearing ☐ Vision Referral ☐ Socialization Resources ☐ Emergency Preparedness Info ☐ Dental Assistance ☐ Informed about gwaar.org/nourishstep ☐ Refer to Dietitian. Reason: ☐ Call to answer questions ☐ Nutrition Counseling ☐ Nutrition Ed ☐ Cooking Skills ☐ EAT-10 Swallow Screen ☐ Other Notes: ☐ Other: STEP 4: Meals Approved for: ☐ Short-term due to Recent Discharge, Acute Medical Condition, or Hospice ☐ ___Months (Max 3 months) ☐ Longer-Term ___Months or ☐ 1 Year Reassessment Due: ☐ 1 year or ___ Months ☐ Placed on Waitlist Date: ____________ Reason: __________________________________________________________ ☐ Over-ride Priority Score Reason: ☐ In-home visit showed higher need ☐ In-home visit showed lower need ☐ Other ____________________________________________________________________________ Notes: Reviewed HDM Consent ☐ Verbal consent was given. Date: ______________ Page 13 of 48 Statement of Explanation ADRC Manager Program and Financial Report - Bobbie Jaeger/Paul Brenner 1 DHS Director, Bobbie Jaeger, provides updates on agency programs, services, and other 2 activities; Fiscal Manager Paul Brenner will present financial information. Page 14 of 48 Manager’s Report to the ADRC Board Bobbie Jaeger July 9, 2026 1. Staffing Updates (if any) a. We are hiring for a Site Aide driver position for the nutrition program to transport home-delivered meals from Bloomer to Cornell three days per week. The first round yielded two applicants. Neither of which were interested in interviewing for the position. Kayla worked with Kathy in HR to rewrite the job description and have since reposted it. This will close out on June 28th. 2. Senior Farmers Market Voucher Program – Breanna to update green info a. As of June 30 —just 30 days into the program—we have successfully allocated 82% of available vouchers to Chippewa County residents for the purchase of local produce. Demand has been strong, with 113 walk-in applicants, 139 online submissions, and 16 received by mail. The program is progressing well and remains on track to reach full distribution to income-eligible older adults in the coming weeks. 3. Community Foundation of Chippewa County a. We are grateful to receive a $30,810 Health Grant from the Community Foundation of Chippewa County. This generous funding will allow us to expand our home-delivered meal routes, helping us reach more individuals in need throughout our community. The grant will also be used to purchase additional equipment to better maintain safe food temperatures during delivery, ensuring that meals arrive fresh, safe, and ready to enjoy. This investment strengthens our ability to provide reliable, high-quality service to those who depend on our home-delivered meal program. 4. Café 60 a. We were informed by Sam and Phil, owners of Sam’s Place, that they will be shutting down permanently on August 24th. We will continue running the Café 60 program through August 23rd with the final date people can receive vouchers on July 23rd to allow 30 days to use the vouchers. Kayla is actively looking for a new location for the program and is hopeful to find a new location before the end of the year. 5. Health Promotion Program Updates a. Mind Over Matter - We have partnered with the Public Health Department to offer the evidence-based program “Mind Over Matter: Healthy Bowels, Healthy Bladder” Page 15 of 48 workshop at the Bloomer Library. This three-part workshop will begin on August 28. See flyer for details. b. Staying Active and Independent for Life (SAIL) – Our SAIL Health Promotion class, facilitated by Cindy Treffert, continues to see consistent participation in Stanley. Cindy continues to provide two consecutive classes on the M/Th dates because the space is at max capacity. The next 12-week session is scheduled to begin September 3rd. We continue to balance interest in the program with funding availability. Page 16 of 48 W h a t w i l l I l e a r n i n t h e w o r k s h o p ? I n f o r m a t i o n a b o u t b l a d d e r a n d b o w e l c o n t r o l A t - h o m e t e c h n i q u e s a n d e x e r c i s e s t o h e l p p r e v e n t o r i m p r o v e s y m p t o m s T o o l s t o h e l p y o u s e t g o a l s a n d m a r k y o u r p r o g r e s s D i d y o u k n o w t h a t o v e r h a l f o f w o m e n a g e 5 0 a n d o l d e r e x p e r i e n c e i s s u e s w i t h b l a d d e r o r b o w e l c o n t r o l a t s o m e t i m e i n t h e i r l i v e s ? W o r k s h o p D a t e s : R e g i s t r a t i o n R e q u i r e d , L i m i t e d S p o t s A v a i l a b l e C a l l t h e A D R C a t 7 1 5 - 7 2 6 - 7 7 7 7 R e g i s t e r O n l i n e : w w w . c h i p p e w a c o u n t y w i . g o v / a d r c / e v e n t s A u g . 2 8 , S e p t . 1 1 & S e p t . 2 5 9 : 3 0 a m - 1 1 : 3 0 a m B l o o m e r P u b l i c L i b r a r y T h i s w o r k s h o p i s r e s e a r c h e d , p r o v e n t o h e l p , a n d d e s i g n e d t o g i v e w o m e n t h e t o o l s t h e y n e e d t o t a k e c o n t r o l o f t h e i r b l a d d e r a n d b o w e l s y m p t o m s . M i n d O v e r M a t t e r H e a l t h y B o w e l s , H e a l t h y B l a d d e r I t c o n s i s t s o f t h r e e 2 - h o u r s e s s i o n s m e e t i n g e v e r y o t h e r w e e k i n a p r i v a t e g r o u p s e t t i n g . S c a n C o d e t o R e g i s t e r Page 17 of 48 Fiscal Report to ADRC Board January – May 2026 (42% of year expended) Program/Grants Budgeted Amount Expenses Revenue Remaining Funds % Budget Expended ADRC Grant (includes Dementia Care Specialist) $1,235,421 $468,243 $468,243 $767,178 38% Nutrition Program (grants & donations) 558,547 189,123 189,123 369,424 34% Transportation (85.21 grant, levy, donations) 225,659 50,788 173,583 174,871 23% Other Grants 205,304 83,650 83,650 121,654 41% TOTALS $2,224,931 $791,804 $915,940 $1,433,127 36% Page 18 of 48 Statement of Explanation ADRC Advocacy Report - Bobbie Jaeger 1 The ADRC is required to advocate on behalf of and empower our consumers to be their 2 own advocates. Per the state contract for ADRCs, the governing board role includes: “Be an 3 advocate for older adults and adults with physical or intellectual/developmental disabilities in 4 the ADRC service area.” This report identifies issues that relate to our consumers. The report is 5 not all inclusive but will address federal, state, and local concerns. Page 19 of 48 Advocacy Report to the ADRC Board Bobbie Jaeger July 9, 2026 Federal Fiscal Year 2027 - Older Americans Act Funding Update as of 6/16/26 Last week, the House Appropriations Committee released recommended funding levels for the FY2027 Labor, Health and Human Services, and Education Funding bill. The mark-up included analyzing and making recommendations on funding for the Administration for Community Living, which houses Older Americans Act programs and services. This is a crucial first step in creating the budget for FFY27 OAA programs and services. They recommended increased funding in several Older Americans Act (OAA) program areas, including Title III C Nutrition programs (home-delivered and congregate), Title VI Native American Aging programs, and the Title VII Long-Term Care Ombudsman program. Several other ancillary programs received an increase: AmeriCorps, including Senior programs, Community Development Block Grants, and the Low Income Home Energy Assistance Program. All other OAA programs were recommended for level-funding. The appropriations process now moves to the Senate as that chamber advances its own version of the FY 2027 appropriations bill, which is expected to occur in July. For FFY2026, we received an average of a 6% decrease in Older Americans Act funding across all OOA programs with the largest decrease in funding in NFCSP (12% decrease from 2025 to 2026). Page 20 of 48 Statement of Explanation 2027 Copays and Contributions - Kayla Colbenson 1 Preparation of the 2027 Budget requires estimating our revenues from fees and 2 donations. Co-pay or Fee is established for the Transportation Program. Suggested donations 3 are established for Older Americans Act programs. 4 5 The recommendation to the board is to maintain the suggested donations and co-pay rates for 6 2027. 7 8 9 Page 21 of 48 Suggested contribution amounts were increased in August 2025. Since implementation, contribution revenue has not shown a sustained increase, and the current suggested contribution amounts remain comparable to neighboring counties. Given these factors, consider maintaining the current suggested contribution amounts for 2027 and exploring additional community support and awareness opportunities to strengthen program donations. Page 22 of 48 Statement of Explanation 2027 ADRC Budget - Bobbie Jaeger/Paul Brenner 1 The 2027 ADRC Budget is presented by Bobbie Jaeger and Paul Brenner through a 2 PowerPoint presentation and handouts. Challenges and opportunities in the budget are also 3 presented. 4 5 The recommendation to the ADRC Board is to approve the 2027 budget to forward to the 6 Chippewa County Administrator. Page 23 of 48 Aging and Disability Resource Center Board 2027 Budget Highlights and Recommendations Bobbie Jaeger, Human Services Director Sarah Zielke, ADRC Manager CHIPPEWA COUNTY DEPARTMENT OF HUMAN SERVICES Page 24 of 48 Budget Process As in previous years, we used a combination of zero-base and historical revenues/expenditures. ￿ Historical figures used were primarily year-end 2025 ￿ Year to date 2026, with forecasting for how we expect to end the year ￿ Reflective of cost savings due to program efficiencies and anticipated adjustments in the coming year Page 25 of 48 Budget challenges in 2027 ￿ Older Americans Act funding for aging programs decreased an average of 6% in FFY 2026. FFY 2027 funding levels have not yet been finalized. ￿ Demand for services – estimated 60+ population will be over 27% of the total Chippewa County population, with just shy of 30% estimated by 2040 Page 26 of 48 Wages & Benefits Comparison 2026 Wages: $929,545 Health & Fringe: $385,831 Total Expense: $1,315,376 2027 Wages: $883,142 Health & Fringe: $415,551 Total Expense: $1,298,693 • Total personnel expenses are projected to decrease by 1.3% in 2027. • Health & Fringe costs increased 7.7%, reflecting rising benefit costs. • These increases were partially offset by staff turnover and the reduction of the Dementia Care Specialist position from 1.0 FTE to 0.7 FTE following the loss of shared funding with Dunn County. Page 27 of 48 ADRC Budget Comparison 2027 ￿ Reduction in 1 FTE to 0.7 FTE for DCS ￿ Based on reduced OOA funding in 2026 ￿ Overall, 3.7% budget decrease 2020 - $1,982,626 2021 - $1,826,630 2022 - $1,941,971 2023 - $1,976,701 2024 - $2,065,598 2025 - $2,118,135 2026 - $2,224,931 2027 - $2,179,975 Page 28 of 48 2027 Revenues and Expenditures Revenues ￿ Budgeted at 2026 allocation without regard to possible impacts from state and federal budgets/legislation ￿ Not expecting donation revenue for health promotion, caregiver, or homemaker programs Expenditures ￿ Demand for services such as meals, rides, and benefits support is expected to continue increasing ￿ Consideration for food and non- food expenses for the nutrition program ￿ Wages and benefits continue to be a significant expense for all programs Page 29 of 48 Expenses Related to Overall Budget Caregiver, Housekeeping, and Health Promotions 4% Transportation Services 8% Nutrition Food, Supplies and Mileage 14% Wages, Benefits, etc 60% Other Operations 14% Page 30 of 48 Nutrition Program Budget Wages, Benefits, etc. 35% Food 51% Mileage 3% Small Equip/Supplies 2% Other Operational 9% Page 31 of 48 2027 Fees & Donations Program Current Rate Recommended 2027 Rate Fiscal Impact Senior Dining / Meals on Wheels (suggested donation) $5.50 / meal $5.50 / meal None Café 60 meals (suggested donation) $6.50 / meal $6.50 / meal None Transportation (fee or co-pay) $5.00 / one-way trip, $10 add-on for trips 100+ miles $5.00 / one-way trip, $10 add-on for trips 100+ miles None In-Home Support Program (suggested donation) $10 / visit $10 / visit None NFCSP (suggested donation) $10 / visit $5 supplemental services costs $10 / visit $5 supplemental services costs None Healthy Living Programs (suggested donation) $10 / workshop series $10 / workshop series None Page 32 of 48 2027 & Beyond ￿ Identify opportunities for reducing isolation and loneliness among our consumers through existing or new programs and partnerships ￿ Ensure services reach Chippewa County residents with the greatest need, knowing resources are limited ￿ Create opportunities to ensure people can get the info they need - whether they use technology or not - by making access simple and convenient for all ￿ Seek new and proven ways to help people learn how to prevent and plan for a crisis ￿ Adapt to the needs and services of the aging population, considering the complexity of cases and programs Page 33 of 48 County of Chippewa ADRC - Budget Detail 2027 DH Requested Budget Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total Grand Total 0 0 205 - ADRC & Aging 0 0 70 - ADRC 0 0 54600 - ADRC Expenditures 0 0 411100 - General Property Taxes (16,650) (16,650) General Property Tax 205.70.54600.411100 (16,650) (16,650) 435515 - State Aid - ADRC & Aging (581,049) (581,049) ADRC base grant 205.70.54600.435515 (536,801) (536,801) ADRC elder benefit specialist grant 205.70.54600.435515 (28,215) (28,215) ADRC MIPPA grant 205.70.54600.435515 (4,583) (4,583) ADRC SHIP grant 205.70.54600.435515 (4,263) (4,263) ADRC SPAP grant 205.70.54600.435515 (7,187) (7,187) 435516 - State Aid - MA Matching Fundin (524,539) (524,539) Medicaid matching funds 205.70.54600.435516 (524,539) (524,539) 485050 - In Kind Contributions (71,760) (71,760) From Indirect Cost Plan allocated based on FTE 205.70.54600.485050 (71,760) (71,760) 493000 - Fund Balance Applied (35,000) (35,000) Clark County senior placement 205.70.54600.493000 (35,000) (35,000) 511100 - Salaries And Wages 658,422 658,422 Per PBB report 205.70.54600.511100 658,422 658,422 514100 - Per Diem/Mileage - Committee 1,599 1,599 Estimated per diems for ADRC committee 205.70.54600.514100 1,599 1,599 515000 - Fringe Benefits 123,454 123,454 Per PBB report 205.70.54600.515000 123,454 123,454 515400 - Health Insurance Benefit 224,803 224,803 1 of 9 Page 34 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total Per PBB report 205.70.54600.515400 224,803 224,803 521200 - Contracted Services 700 700 Aging advocacy day travel and related expense 205.70.54600.521200 700 700 521251 - Contracted Services-Non Grant 35,000 35,000 Clark County placement 205.70.54600.521251 35,000 35,000 521300 - Accounting & Auditing Services 1,213 1,213 Audit allocation from DOA 205.70.54600.521300 1,213 1,213 522300 - Cell Phone Costs 3,663 3,663 Estimated based on historical usage 205.70.54600.522300 3,663 3,663 522500 - Telephone 2,747 2,747 Estimated based on historical usage 205.70.54600.522500 2,747 2,747 530000 - Program Expenditures 870 870 Program training (Ageucate program) and related supplies 205.70.54600.530000 870 870 531000 - Office Supplies 1,144 1,144 Meal site printing equipment and related supplies 205.70.54600.531000 1,144 1,144 531100 - Postage 3,055 3,055 Estimated based on historical usage 205.70.54600.531100 3,055 3,055 531200 - Copies/printing 2,641 2,641 Offset printing of brochures - county clerk and Badgerland prinitng 205.70.54600.531200 2,641 2,641 531400 - Equipment < $10,000 885 885 Unplanned repair or replacement 205.70.54600.531400 885 885 531500 - Maintenance/Service Agreements 685 685 Intradyn archiving from IT 205.70.54600.531500 685 685 531900 - Sundry/Miscellaneous 270 270 Background checks 205.70.54600.531900 270 270 532200 - Public Education/Materials 3,000 3,000 Bridging Chippewa newsletter (shared with 54602) and other outreach 205.70.54600.532200 3,000 3,000 532400 - Memberships & Dues 170 170 Aging & Disability association (1@$100) and Wi Benefit Spec. association. (2@$35) 205.70.54600.532400 170 170 533000 - Travel 5,135 5,135 Estimated based on expected usage 205.70.54600.533000 5,135 5,135 2 of 9 Page 35 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total 533500 - Conventions & Meetings 3,509 3,509 ADRC staff training estimated fees and related travel 205.70.54600.533500 3,509 3,509 551900 - Insurance Allocation 4,384 4,384 Allocation from DOA 205.70.54600.551900 4,384 4,384 595200 - Amso Expenditure Transfer 79,889 79,889 Costs allocated based on FTE 205.70.54600.595200 79,889 79,889 598000 - Indirect Cost Allocation 71,760 71,760 From Indirect Cost Plan allocated based on FTE 205.70.54600.598000 71,760 71,760 72 - Aging 0 0 54601 - Congregate 0 0 411100 - General Property Taxes (3,840) (3,840) Not Applicable 205.72.54601.411100 (3,840) (3,840) 435515 - State Aid - ADRC & Aging (102,144) (102,144) Aging grant funds (with 40% transferred to home delivered meals program) 205.72.54601.435515 (102,144) (102,144) 465610 - Other Revenues (23,000) (23,000) Participent donations based on historical average 205.72.54601.465610 (23,000) (23,000) 485050 - In Kind Contributions (9,684) (9,684) From Indirect Cost Plan allocated based on FTE 205.72.54601.485050 (9,684) (9,684) 511100 - Salaries And Wages 37,690 37,690 Per PBB report 205.72.54601.511100 37,690 37,690 515000 - Fringe Benefits 5,475 5,475 Per PBB report 205.72.54601.515000 5,475 5,475 515400 - Health Insurance Benefit 5,331 5,331 Per PBB report 205.72.54601.515400 5,331 5,331 521200 - Contracted Services 60 60 Volunteer background checks - estimated 4 @ $15 205.72.54601.521200 60 60 522300 - Cell Phone Costs 805 805 Estimated based on historical usage 205.72.54601.522300 805 805 529900 - Contracted Food Costs 62,750 62,750 Contracted food costs based on expected usage 205.72.54601.529900 62,750 62,750 531000 - Office Supplies 150 150 3 of 9 Page 36 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total Misc. office supplies 205.72.54601.531000 150 150 531400 - Equipment < $10,000 500 500 Unplanned replacements. Heated bags, other 205.72.54601.531400 500 500 533000 - Travel 2,000 2,000 Food delivery from kitchens to meal sites, volunteer mileage 205.72.54601.533000 2,000 2,000 533500 - Conventions & Meetings 480 480 Mandatory GWAAR training conference and staff site training 205.72.54601.533500 480 480 534901 - Raw Foods 250 250 Occasional grocery purchases at meal sites (milk, condiments, etc.) 205.72.54601.534901 250 250 534902 - Consumable Supplies 3,730 3,730 Cintas towel laundry service 205.72.54601.534902 480 480 Packaging - paper products up 20% year over year at mid-2026 205.72.54601.534902 3,250 3,250 553200 - Rentals, Office Space 3,500 3,500 Expected meal site expense at Bloomer and Chippewa Falls senior centers 205.72.54601.553200 3,500 3,500 578408 - In Kind-Administration 5,747 5,747 From Indirect Cost Plan allocated based on FTE 205.72.54601.578408 5,747 5,747 595200 - Amso Expenditure Transfer 10,200 10,200 Costs allocated based on FTE 205.72.54601.595200 10,200 10,200 54602 - Aging Supportive Services 0 0 411100 - General Property Taxes (36,889) (36,889) General Property Taxes 205.72.54602.411100 (36,889) (36,889) 435515 - State Aid - ADRC & Aging (67,374) (67,374) State Aid - ADRC & Aging Title III-B Supportive Services 205.72.54602.435515 (67,374) (67,374) 465610 - Other Revenues (200) (200) Consumer donations 205.72.54602.465610 (200) (200) 485050 - In Kind Contributions (6,322) (6,322) From Indirect Cost Plan allocated based on FTE 205.72.54602.485050 (6,322) (6,322) 511100 - Salaries And Wages 50,915 50,915 Per PBB report 205.72.54602.511100 50,915 50,915 515000 - Fringe Benefits 9,233 9,233 Per PBB report 205.72.54602.515000 9,233 9,233 4 of 9 Page 37 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total 515400 - Health Insurance Benefit 12,269 12,269 Per PBB report 205.72.54602.515400 12,269 12,269 521300 - Accounting & Auditing Services 1,213 1,213 Allocation from DOA 205.72.54602.521300 1,213 1,213 522500 - Telephone 600 600 Estimated based on historical usage 205.72.54602.522500 600 600 532200 - Public Education/Materials 3,000 3,000 Bridging Chippewa newsletter (shared with 54600) and other outreach 205.72.54602.532200 3,000 3,000 551900 - Insurance Allocation 4,933 4,933 Allocation from DOA 205.72.54602.551900 4,933 4,933 571700 - Chore Service 15,000 15,000 Maximum usage based on approved amounts by client 205.72.54602.571700 15,000 15,000 578408 - In Kind-Administration 6,322 6,322 From Indirect Cost Plan allocated based on FTE 205.72.54602.578408 6,322 6,322 595200 - Amso Expenditure Transfer 7,300 7,300 Costs allocated based on FTE 205.72.54602.595200 7,300 7,300 54603 - Home Delivered Meals 0 0 411100 - General Property Taxes (117,032) (117,032) General Property Taxes 205.72.54603.411100 (117,032) (117,032) 435515 - State Aid - ADRC & Aging (73,561) (73,561) Aging grant funds (with 40% transferred from congregate grant) 205.72.54603.435515 (73,561) (73,561) 435517 - State Aid - NSIP (5,829) (5,829) State aid - NSIP 205.72.54603.435517 (5,829) (5,829) 465610 - Other Revenues (144,000) (144,000) Participant donations 205.72.54603.465610 (144,000) (144,000) 485050 - In Kind Contributions (27,048) (27,048) From Indirect Cost Plan allocated based on FTE 205.72.54603.485050 (27,048) (27,048) 511100 - Salaries And Wages 86,590 86,590 Per PBB report 205.72.54603.511100 86,590 86,590 515000 - Fringe Benefits 10,962 10,962 Per PBB report 205.72.54603.515000 10,962 10,962 5 of 9 Page 38 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total 515400 - Health Insurance Benefit 5,331 5,331 Per PBB report 205.72.54603.515400 5,331 5,331 522300 - Cell Phone Costs 240 240 Estimated based on historical usage 205.72.54603.522300 240 240 529900 - Contracted Food Costs 173,719 173,719 Contracted food costs - prepared meals 205.72.54603.529900 173,719 173,719 531000 - Office Supplies 250 250 Misc office supples 205.72.54603.531000 250 250 531100 - Postage 1,450 1,450 Postage - particpant donation letter mailings 205.72.54603.531100 1,450 1,450 531400 - Equipment < $10,000 500 500 Unplanned replacement 205.72.54603.531400 500 500 533000 - Travel 13,000 13,000 Meal delivery mileage 205.72.54603.533000 13,000 13,000 533900 - Nonemployee Mileage 4,800 4,800 Non-employee mileage reimbursement - home delivered meals 205.72.54603.533900 4,800 4,800 534901 - Raw Foods 100 100 Misc. grocery purchases 205.72.54603.534901 100 100 534902 - Consumable Supplies 5,980 5,980 Cintas towel laundry service 205.72.54603.534902 480 480 Packaging - paper products up 20% year over year at mid-2026 205.72.54603.534902 5,500 5,500 553200 - Rentals, Office Space 3,500 3,500 Rent at Bloomer and Chippewa Falls senior centers 205.72.54603.553200 3,500 3,500 578410 - In-kind - HDM 27,048 27,048 From Indirect Cost Plan allocated based on FTE 205.72.54603.578410 27,048 27,048 595200 - Amso Expenditure Transfer 34,000 34,000 Costs allocated based on FTE 205.72.54603.595200 34,000 34,000 54605 - Senior Community Services - St 0 0 435515 - State Aid - ADRC & Aging (8,288) (8,288) Aging grant funds 205.72.54605.435515 (8,288) (8,288) 533900 - Nonemployee Mileage 8,288 8,288 6 of 9 Page 39 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total Non-employee mileage reimbursement - home delivered meals 205.72.54605.533900 8,288 8,288 54606 - Family Caregiver Support III-E 0 0 411100 - General Property Taxes (12,112) (12,112) Minimum match required 205.72.54606.411100 (12,112) (12,112) 435515 - State Aid - ADRC & Aging (31,852) (31,852) Aging grant funds 205.72.54606.435515 (31,852) (31,852) 485050 - In Kind Contributions (1,308) (1,308) From Indirect Cost Plan allocated based on FTE 205.72.54606.485050 (1,308) (1,308) 511100 - Salaries And Wages 8,252 8,252 Per PBB report 205.72.54606.511100 8,252 8,252 515000 - Fringe Benefits 920 920 Per PBB report 205.72.54606.515000 920 920 531900 - Sundry/Miscellaneous 2,000 2,000 Supplemental caregiver support services 205.72.54606.531900 2,000 2,000 533803 - Temporary Respite 31,232 31,232 Temporary respite services 205.72.54606.533803 31,232 31,232 579800 - In-kind - Admin 1,308 1,308 From Indirect Cost Plan allocated based on FTE 205.72.54606.579800 1,308 1,308 595200 - Amso Expenditure Transfer 1,560 1,560 Costs allocated based on FTE 205.72.54606.595200 1,560 1,560 54608 - Health Promotion & Disease Pre 0 0 411100 - General Property Taxes (665) (665) Grant required match 205.72.54608.411100 (665) (665) 435515 - State Aid - ADRC & Aging (5,541) (5,541) Aging grant funds 205.72.54608.435515 (5,541) (5,541) 521200 - Contracted Services 6,206 6,206 Evidence based programs (Strong Bodies, SAIL program, Mind over Matter) 205.72.54608.521200 6,206 6,206 54613 - 85-21 Transportation 0 0 411100 - General Property Taxes (34,525) (34,525) General Property Taxes 205.72.54613.411100 (34,525) (34,525) 435515 - State Aid - ADRC & Aging (172,605) (172,605) 7 of 9 Page 40 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total Department of Transportation grant 205.72.54613.435515 (172,605) (172,605) 465610 - Other Revenues (22,000) (22,000) Participant co-pays 205.72.54613.465610 (22,000) (22,000) 485050 - In Kind Contributions (2,616) (2,616) From Indirect Cost Plan allocated based on FTE 205.72.54613.485050 (2,616) (2,616) 511100 - Salaries And Wages 33,021 33,021 Per PBB report 205.72.54613.511100 33,021 33,021 515000 - Fringe Benefits 6,191 6,191 Per PBB report 205.72.54613.515000 6,191 6,191 515400 - Health Insurance Benefit 10,662 10,662 Per PBB report 205.72.54613.515400 10,662 10,662 521200 - Contracted Services 175,151 175,151 Transportation provided by contracted vendors. 205.72.54613.521200 175,151 175,151 578408 - In Kind-Administration 2,616 2,616 From Indirect Cost Plan allocated based on FTE 205.72.54613.578408 2,616 2,616 595200 - Amso Expenditure Transfer 4,105 4,105 Costs allocated based on FTE 205.72.54613.595200 4,105 4,105 54614 - Alzheimers Family Caregiver Su 0 0 435515 - State Aid - ADRC & Aging (35,232) (35,232) Aging department grant 205.72.54614.435515 (35,232) (35,232) 485050 - In Kind Contributions (1,310) (1,310) From Indirect Cost Plan allocated based on FTE 205.72.54614.485050 (1,310) (1,310) 511100 - Salaries And Wages 8,252 8,252 Per PBB report 205.72.54614.511100 8,252 8,252 515000 - Fringe Benefits 920 920 Per PBB report 205.72.54614.515000 920 920 531900 - Sundry/Miscellaneous 1,500 1,500 Supplemental services - personal services, adaptive devices, etc. 205.72.54614.531900 1,500 1,500 533803 - Temporary Respite 23,000 23,000 Temporary respite services 205.72.54614.533803 23,000 23,000 578408 - In Kind-Administration 1,310 1,310 8 of 9 Page 41 of 48 Worksheet Line Item Full Postingstring 2027 Initial Budget Request Total incl. Worksheets 2027 Worksheet Total From Indirect Cost Plan allocated based on FTE 205.72.54614.578408 1,310 1,310 595200 - Amso Expenditure Transfer 1,560 1,560 Costs allocated based on FTE 205.72.54614.595200 1,560 1,560 54617 - Dementia Coalition 0 0 485000 - Donations & Contributions (6,000) (6,000) Citizen and group donations 205.72.54617.485000 (6,000) (6,000) 579101 - Charities Expended 6,000 6,000 Dementia Coalition public information and outreach events 205.72.54617.579101 6,000 6,000 9 of 9 Page 42 of 48 County of Chippewa ADRC - Budget Summary 2027 DH Requested Budget Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request Grand Total 0 0 0 (1) (84,749) 0 205 - ADRC & Aging 0 0 0 (1) (84,749) 0 54600 - ADRC Expenditures 0 131,290 0 131,535 (70,864) 0 Revenue (1,126,814) (1,192,610) (1,235,421) (415,337) (1,257,319) (1,228,998) 411100 - General Property Taxes (27,983) (27,983) (27,983) (27,983) (27,983) (16,650) 435515 - State Aid - ADRC & Aging (607,576) (542,954) (658,374) (238,154) (607,576) (581,049) 435516 - State Aid - MA Matching Fundin (427,879) (567,012) (455,959) (119,299) (550,000) (524,539) 485050 - In Kind Contributions (63,376) (54,661) (64,105) (29,901) (71,760) (71,760) 493000 - Fund Balance Applied 0 0 (29,000) 0 0 (35,000) Expense 1,126,814 1,323,899 1,235,421 546,872 1,186,455 1,228,998 511100 - Salaries And Wages 635,451 644,384 723,093 292,271 634,652 658,422 511200 - Overtime 0 308 0 0 0 0 514100 - Per Diem/Mileage - Committee 2,100 1,558 2,000 548 1,600 1,599 515000 - Fringe Benefits 117,178 114,936 133,984 52,226 113,390 123,454 515400 - Health Insurance Benefit 190,695 173,144 194,111 124,404 230,574 224,803 521200 - Contracted Services 1,200 88 1,200 227 675 700 521251 - Contracted Services-Non Grant 0 40,001 29,000 1,643 24,000 35,000 521300 - Accounting & Auditing Services 1,035 1,110 1,170 329 1,110 1,213 522300 - Cell Phone Costs 4,000 3,663 3,300 1,397 3,663 3,663 522500 - Telephone 1,000 2,747 2,722 1,442 2,747 2,747 530000 - Program Expenditures 5,000 870 0 73 870 870 531000 - Office Supplies 1,000 1,144 0 127 1,144 1,144 531100 - Postage 2,600 3,055 3,200 1,123 2,900 3,055 531200 - Copies/printing 3,500 2,641 0 1,259 2,641 2,641 531400 - Equipment < $10,000 2,700 885 1,500 889 1,000 885 531500 - Maintenance/Service Agreements 1,200 685 290 0 685 685 531900 - Sundry/Miscellaneous 300 270 150 30 270 270 532200 - Public Education/Materials 1,300 1,974 1,300 3,400 4,000 3,000 1 of 6 Page 43 of 48 Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request 532400 - Memberships & Dues 300 170 220 135 170 170 533000 - Travel 4,900 5,135 6,200 1,571 5,135 5,135 533500 - Conventions & Meetings 3,200 3,509 4,350 2,390 3,509 3,509 551900 - Insurance Allocation 3,400 4,384 3,400 0 4,384 4,384 592999 - Transfer Out 0 190,616 0 0 0 0 595200 - Amso Expenditure Transfer 81,379 71,961 60,126 31,489 75,576 79,889 598000 - Indirect Cost Allocation 63,376 54,661 64,105 29,901 71,760 71,760 54601 - Congregate 0 1,394 0 13,917 (4,964) 0 Revenue (150,580) (164,853) (146,767) (46,571) (155,961) (138,668) 411100 - General Property Taxes (15,052) (15,052) (15,052) (15,052) (15,052) (3,840) 435515 - State Aid - ADRC & Aging (104,031) (118,561) (109,445) (16,680) (109,445) (102,144) 435517 - State Aid - NSIP (2,453) 0 0 0 0 0 465610 - Other Revenues (24,244) (23,737) (17,250) (10,802) (21,780) (23,000) 485050 - In Kind Contributions (4,800) (7,503) (5,020) (4,038) (9,684) (9,684) Expense 150,580 166,247 146,767 60,488 150,997 138,668 511100 - Salaries And Wages 55,891 34,257 51,269 21,577 46,445 37,690 515000 - Fringe Benefits 10,203 4,970 7,169 3,129 6,749 5,475 515400 - Health Insurance Benefit 4,440 5,261 5,523 4,030 7,522 5,331 521200 - Contracted Services 0 110 225 30 60 60 522300 - Cell Phone Costs 1,500 784 720 361 804 805 529900 - Contracted Food Costs 57,600 91,358 61,745 17,945 60,336 62,750 531000 - Office Supplies 500 887 174 8 150 150 531100 - Postage 400 0 0 0 0 0 531200 - Copies/printing 0 12 0 0 0 0 531400 - Equipment < $10,000 1,100 2,922 0 309 0 500 531500 - Maintenance/Service Agreements 0 106 0 0 500 0 533000 - Travel 700 1,907 850 1,013 1,950 2,000 533500 - Conventions & Meetings 600 380 800 274 380 480 534901 - Raw Foods 50 211 200 60 225 250 534902 - Consumable Supplies 3,500 2,206 1,400 1,421 2,500 3,730 553200 - Rentals, Office Space 3,496 3,496 3,480 2,039 3,492 3,500 578408 - In Kind-Administration 4,800 7,503 5,020 4,038 9,684 5,747 595200 - Amso Expenditure Transfer 5,800 9,877 8,192 4,252 10,200 10,200 2 of 6 Page 44 of 48 Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request 54602 - Aging Supportive Services 0 (42,378) 0 (1,064) (2,569) 0 Revenue (120,679) (126,113) (111,439) (49,313) (107,503) (110,785) 411100 - General Property Taxes (43,840) (43,840) (34,889) (34,889) (34,889) (36,889) 435515 - State Aid - ADRC & Aging (69,639) (76,615) (68,790) (12,307) (67,374) (67,374) 465610 - Other Revenues 0 (140) (200) (16) (200) (200) 485050 - In Kind Contributions (7,200) (5,518) (7,560) (2,101) (5,040) (6,322) Expense 120,679 83,735 111,439 48,248 104,934 110,785 511100 - Salaries And Wages 53,833 35,485 50,254 22,976 49,844 50,915 511200 - Overtime 0 73 0 0 0 0 515000 - Fringe Benefits 9,904 5,446 9,280 4,075 8,850 9,233 515400 - Health Insurance Benefit 12,107 5,685 10,604 6,963 12,930 12,269 521200 - Contracted Services 1,100 248 1,200 0 0 0 521300 - Accounting & Auditing Services 1,035 1,110 1,170 329 1,170 1,213 522500 - Telephone 600 322 495 209 500 600 531100 - Postage 0 644 0 0 0 0 531200 - Copies/printing 0 12 0 0 0 0 532200 - Public Education/Materials 4,100 4,986 0 2,415 2,500 3,000 533500 - Conventions & Meetings 0 26 0 300 400 0 551900 - Insurance Allocation 3,900 3,868 3,900 0 3,900 4,933 571700 - Chore Service 18,100 13,048 19,960 6,669 15,000 15,000 578408 - In Kind-Administration 7,200 5,518 7,560 2,101 5,040 6,322 595200 - Amso Expenditure Transfer 8,800 7,264 7,016 2,212 4,800 7,300 54603 - Home Delivered Meals 0 (52,549) 0 (36,469) 2,467 0 Revenue (386,651) (405,337) (403,492) (193,703) (344,699) (367,470) 411100 - General Property Taxes (85,261) (85,261) (85,261) (85,261) (85,261) (117,032) 435515 - State Aid - ADRC & Aging (118,257) (140,044) (144,863) (46,833) (73,561) (73,561) 435517 - State Aid - NSIP (12,174) (11,728) (14,445) 0 (7,829) (5,829) 465610 - Other Revenues (159,959) (143,295) (147,698) (50,342) (151,000) (144,000) 485050 - In Kind Contributions (11,000) (25,009) (11,225) (11,268) (27,048) (27,048) Expense 386,651 352,788 403,492 157,234 347,166 367,470 511100 - Salaries And Wages 102,930 93,041 105,537 39,518 86,093 86,590 515000 - Fringe Benefits 18,695 11,359 13,233 5,260 11,443 10,962 515400 - Health Insurance Benefit 3,330 4,869 5,522 3,666 6,794 5,331 3 of 6 Page 45 of 48 Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request 522300 - Cell Phone Costs 400 219 0 64 220 240 529900 - Contracted Food Costs 200,000 158,568 211,000 76,672 160,000 173,719 531000 - Office Supplies 800 0 1,500 316 550 250 531100 - Postage 1,400 1,395 1,050 687 1,400 1,450 531400 - Equipment < $10,000 3,200 837 1,000 169 300 500 533000 - Travel 10,500 12,799 15,000 2,965 13,000 13,000 533900 - Nonemployee Mileage 12,000 4,295 1,000 39 4,300 4,800 534901 - Raw Foods 0 0 0 22 50 100 534902 - Consumable Supplies 5,500 3,976 5,500 2,684 4,000 5,980 553200 - Rentals, Office Space 3,496 3,496 3,480 2,039 3,492 3,500 578408 - In Kind-Administration 11,000 0 0 0 0 0 578410 - In-kind - HDM 0 25,009 11,225 11,268 27,048 27,048 595200 - Amso Expenditure Transfer 13,400 32,925 28,445 11,866 28,476 34,000 54605 - Senior Community Services - St 0 (944) 0 3,235 0 0 Revenue (8,288) (9,232) (8,288) (717) (8,288) (8,288) 435515 - State Aid - ADRC & Aging (8,288) (9,232) (8,288) (717) (8,288) (8,288) Expense 8,288 8,288 8,288 3,952 8,288 8,288 533900 - Nonemployee Mileage 8,288 8,288 8,288 3,952 8,288 8,288 54606 - Family Caregiver Support III-E 0 (10,219) 0 13,193 (154) 0 Revenue (40,214) (58,280) (49,404) (15,651) (48,420) (45,272) 411100 - General Property Taxes (3,826) (3,826) (12,112) (12,112) (12,112) (12,112) 435515 - State Aid - ADRC & Aging (34,913) (53,063) (35,771) (2,993) (35,000) (31,852) 465610 - Other Revenues 0 (140) 0 0 0 0 485050 - In Kind Contributions (1,475) (1,251) (1,521) (546) (1,308) (1,308) Expense 40,214 48,060 49,404 28,843 48,266 45,272 511100 - Salaries And Wages 7,738 7,525 8,132 3,565 7,717 8,252 515000 - Fringe Benefits 1,401 839 907 398 861 920 531900 - Sundry/Miscellaneous 6,100 1,983 0 846 2,000 2,000 532200 - Public Education/Materials 1,200 88 0 0 0 0 533500 - Conventions & Meetings 300 0 0 0 0 0 533803 - Temporary Respite 20,000 34,729 37,541 22,914 35,000 31,232 571700 - Chore Service 100 0 0 0 0 0 578404 - In Kind-Other 0 1,251 0 0 1,308 0 4 of 6 Page 46 of 48 Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request 579800 - In-kind - Admin 1,475 0 1,521 546 0 1,308 595200 - Amso Expenditure Transfer 1,900 1,646 1,303 575 1,380 1,560 54608 - Health Promotion & Disease Pre 0 1,238 0 2,740 0 0 Revenue (5,271) (15,584) (6,646) (665) (5,865) (6,206) 411100 - General Property Taxes 0 0 (665) (665) (665) (665) 435515 - State Aid - ADRC & Aging (5,271) (15,584) (5,981) 0 (5,200) (5,541) Expense 5,271 16,822 6,646 3,405 5,865 6,206 511100 - Salaries And Wages 0 6,167 0 0 0 0 515000 - Fringe Benefits 0 1,121 0 0 0 0 515400 - Health Insurance Benefit 0 1,549 0 0 0 0 521200 - Contracted Services 5,271 7,985 6,646 3,405 5,865 6,206 54613 - 85-21 Transportation 0 (18,656) 0 (140,977) (8,665) 0 Revenue (242,230) (239,537) (225,659) (218,787) (240,972) (231,746) 411100 - General Property Taxes (43,751) (43,751) (43,751) (43,751) (43,751) (34,525) 435515 - State Aid - ADRC & Aging (169,339) (170,131) (170,131) (172,605) (172,605) (172,605) 465610 - Other Revenues (25,940) (23,780) (8,500) (1,340) (22,000) (22,000) 485050 - In Kind Contributions (3,200) (1,876) (3,277) (1,091) (2,616) (2,616) Expense 242,230 220,882 225,659 77,810 232,307 231,746 511100 - Salaries And Wages 18,514 49,648 26,028 11,974 25,973 33,021 515000 - Fringe Benefits 3,416 9,001 4,814 2,202 4,781 6,191 515400 - Health Insurance Benefit 3,330 18,039 7,363 4,421 8,187 10,662 521200 - Contracted Services 209,670 139,109 181,236 54,990 185,000 175,151 521251 - Contracted Services-Non Grant 0 739 0 1,982 3,450 0 530000 - Program Expenditures 200 0 0 0 0 0 578408 - In Kind-Administration 3,200 1,876 3,277 1,091 2,616 2,616 595200 - Amso Expenditure Transfer 3,900 2,469 2,941 1,149 2,300 4,105 54614 - Alzheimers Family Caregiver Su 0 (2,462) 0 10,855 0 0 Revenue (39,607) (37,671) (37,815) (3,314) (36,519) (36,542) 435515 - State Aid - ADRC & Aging (38,107) (36,420) (36,240) (2,768) (35,209) (35,232) 485050 - In Kind Contributions (1,500) (1,251) (1,575) (546) (1,310) (1,310) Expense 39,607 35,208 37,815 14,169 36,519 36,542 511100 - Salaries And Wages 7,738 7,526 8,132 3,565 7,718 8,252 515000 - Fringe Benefits 1,401 840 1,472 398 861 920 5 of 6 Page 47 of 48 Account 2025 Annual Budget 2025 Full Year Actuals 2026 Annual Budget 2026 June YTD Actuals 2026 Annual Projection 2027 Initial Budget Request 531900 - Sundry/Miscellaneous 4,100 3,316 0 105 250 1,500 533803 - Temporary Respite 22,968 20,630 25,232 8,981 25,000 23,000 578408 - In Kind-Administration 1,500 1,251 1,575 546 1,310 1,310 595200 - Amso Expenditure Transfer 1,900 1,646 1,404 575 1,380 1,560 54616 - Dementia Specialist 0 60 0 0 0 0 Expense 0 60 0 0 0 0 522300 - Cell Phone Costs 0 60 0 0 0 0 54617 - Dementia Coalition 0 (6,773) 0 3,036 0 0 Revenue (650) (46,188) 0 (50) (6,000) (6,000) 485000 - Donations & Contributions (650) (46,188) 0 (50) (6,000) (6,000) Expense 650 39,415 0 3,086 6,000 6,000 579101 - Charities Expended 650 39,415 0 3,086 6,000 6,000 6 of 6 Page 48 of 48