Title: Wisconsin. Department of Health and Family Services. Office of Policy Initiatives and Budget: Planning Files
Inclusive Dates: 1971-1980, 1995-2008

Creator:

• Wisconsin. Department of Health and Family Services. Office of Policy Initiatives and Budget

Call Number: 1978/036; 1986/047; 2008/035; 2012/124; 2015/200

Quantity: 11.6 cubic feet and 3 tape recordings

Repository:

Wisconsin Historical Society, Division of Library, Archives, and Museum Collections

Archival Locations:

Wisconsin Historical Society (Map)

COLLECTION MAY BE STORED OFF-SITE: see catalog entry to request materials and for additional information.

Abstract:

Files including correspondence, reports, studies, documents, and working papers used in developing and analyzing Departmental goals, policies, and alternative approaches. Issues addressed by the bureau include adult and juvenile corrections, environmental health, long term care, mental health, health prevention and wellness, and children's services.

Note:

These records have been assigned Series 2513.

Language: English

URL to cite for this finding aid: http://digital.library.wisc.edu/1711.dl/wiarchives.uw-whs-ser02513

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See the Agency History in the catalog.

This collection was received in multiple parts from the donor(s) and is organized into 5 major parts. These materials have not been physically interfiled and researchers might need to consult more than one part to locate similar materials.

• Part 1 (1978/036): Original Collection, 1971-1973
• Part 2 (1986/047): Additions, 1977-1980
• Part 3 (2008/035): Additions, 1995-1999
• Part 4 (2012/124): Additions, 2003-2008
• Part 5 (2015/200): Additions, 1975-1980

Acquisition Information

Accession Number: 1978/036, 1983/261, 1986/047, 1987/070, 1997/089, 1998/034, 2008/035, 2012/124, 2015/200

1978/036	Part 1 (1978/036): Original Collection, 1971-1973 Physical Description: 1.0 cubic feet (1 records center carton)  Scope and Content Note: Correspondence, 1971-1973 (mostly 1973), between the Bureau of Planning and Analysis and other divisions of the Department of Health and Family Services, such as the Division of Family Services, Division of Corrections, and Division of Health, as well as other state agencies and organizations. Records consist of incoming and outgoing correspondence from a variety of staff members, and include associated reports and other materials. Arrangement of the Materials: Records are grouped by correspondent or overall subject, and then organized in reverse chronological order.
1986/047	Part 2 (1986/047): Additions, 1977-1980 Physical Description: 3.4 cubic feet (3 records center cartons and 1 archives box)  Scope and Content Note: Subject files, 1977-1980, of the Bureau of Planning, consisting of reports and correspondence on a variety of issues addressed by the Bureau, including the Community Human Services Program, day care, a family impact project, federal regulations and administrative rules, foster care, juvenile corrections, the Department of Health and Social Services library, long term support, permanency planning, prevention and wellness, public health, welfare reform, and youth. Also included are records of the Division of Policy and Budget, 1977-1980, including records on the Wisconsin Children's Code, and children's services, especially a study conducted of the Department of Health and Social Services' programs for children and youth.	⇧
	Bureau of Planning subject files, 1977-1980
	Community Human Services Program (CHSP)
Box   1 Folder   1-2	General
Box   1 Folder   3	Consultants Research Group
Box   1 Folder   4	Other states
Box   1 Folder   5	Policy review
Box   1 Folder   6	Wisconsin Survey Research Lab
Box   1 Folder   7	Community Youth and Family Aids program
Box   1 Folder   8	Consolidated aids
Box   1 Folder   9	Coordinated plan and budget
Box   1 Folder   10	Corrections
Box   1 Folder   11	Day care
Box   1 Folder   12	Department of Health and Social Services-Department of Industry, Labor and Human Relations building codes study, 1979 January
Box   1 Folder   13	Detention
Box   1 Folder   14	Developmental disabilities plan
Box   1 Folder   15	Developmental disabilities project
Box   1 Folder   16	Direct services phase down
Box   1 Folder   17	Division of Community Services
Box   1 Folder   18	Division of Corrections
Box   1 Folder   19	Division of Economic Assistance
Box   1 Folder   20	Division of Health
Box   1 Folder   21	Division of Vocational Rehabilitation
Box   1 Folder   22	Domestic abuse
Box   1 Folder   23	Educational Communications Board
Box   1 Folder   24	Elderly
Box   1 Folder   25	Environmental health
Box   1 Folder   26	Early Periodic Screening Detection Treatment (EPSDT)
Box   1 Folder   27	Faculty interchange
Box   1 Folder   28-29	Family impact project
Box   1 Folder   30	Federal budget
Box   1 Folder   31	Federal child welfare
	Federal relations and administrative rules (FRAR)
Box   1 Folder   32	General
Box   1 Folder   33	A-95 review process
Box   1 Folder   34	Federal regulations review and comments
Box   1 Folder   35	Federal-state plans
Box   1 Folder   36	Grants
Box   1 Folder   37	Grant award procedures
Box   1 Folder   38	Grant seeking and training
Box   1 Folder   39	Secondary grants process
Box   1 Folder   40	Plan consolidation
Box   1 Folder   41	Plan review process
Box   1 Folder   42	Policy development
Box   1 Folder   43	Positions
Box   1 Folder   44	Project management
Box   1 Folder   45	Project monitoring
Box   1 Folder   46	Proposal writing and training
Box   1 Folder   47	Requests for proposals (RFPs)
Box   1 Folder   48	Federal-state relations
Box   1 Folder   49	Fee for service
Box   1 Folder   50	Female juvenile offenders
Box   1 Folder   51	Field services
Box   1 Folder   52	51 boards (Chapters 51.42 and 51.437, Wisconsin Statutes)
Box   1 Folder   53	Food stamps
Box   1 Folder   54-55	Foster care
Box   2 Folder   1	Foster homes
Box   2 Folder   2	General correspondence
Box   2 Folder   3	Group homes
Box   2 Folder   4	Health
Box   2 Folder   5	Health insurance risk pool
Box   2 Folder   6	Human services
Box   2 Folder   7	Inappropriate placements
Box   2 Folder   8	Independent living
Box   2 Folder   9	Indian child welfare
Box   2 Folder   10	Initiatives, goals and objectives
Box   2 Folder   11	Intermediate care facilities
Box   2 Folder   12	Juvenile corrections
Box   2 Folder   13	Juvenile Offender Review Board
Box   2 Folder   14	Law Enforcement Alliance of America (LEAA) fund
Box   2 Folder   15	Legislative policy issues
Box   2 Folder   16	Legislative proposals
Box   2 Folder   17	Library
	Long term support
Box   2 Folder   18	General
Box   2 Folder   19	Aging
Box   2 Folder   20	Chronically mentally ill
Box   2 Folder   21	Developmentally disabled
Box   2 Folder   22	Marriage
Box   2 Folder   23	Maternal and child health
Box   2 Folder   24	Medical Assistance
Box   2 Folder   25	Mental health
Box   2 Folder   26	Miscellaneous
Box   2 Folder   27	Mission and principle statements
Box   2 Folder   28	Monthly reports
Box   2 Folder   29	Needs assessment
Box   2 Folder   30	Office of Information Systems
Box   2 Folder   31	Operations and management functions
Box   2 Folder   32	Permanency planning
Box   2 Folder   33	Physically disabled
Box   2 Folder   34	Planning guidelines
Box   2 Folder   35	Planning process
	Prevention and wellness
Box   2 Folder   36-37	General
Box   2 Folder   38-40	Grant program
Box   2 Folder   41	Policy and planning
Box   3 Folder   1-2	Prevention and Wellness Commission
Box   3 Folder   3	Process development
Box   3 Folder   4	Professional development
Box   3 Folder   5	Program Analysis Section
Box   3 Folder   6	Protection of human subjects of research
Box   3 Folder   7	Protective services
Box   3 Folder   8	Public health
Box   3 Folder   9	Regional coordinators and concerns
Box   3 Folder   10	Respite care
Box   3 Folder   11	Restitution
Box   3 Folder   12	Rural initiatives
Box   3 Folder   13	Shelter care
Box   3 Folder   14	State health plan
Box   3 Folder   15	State-local relations
Box   3 Folder   16	Supplemental Security Income (SSI)
Box   3 Folder   17	Technical assistance
Box   3 Folder   18	Transportation study
Box   3 Folder   19	Unaccompanied minors
Box   3 Folder   20	Volunteers
	Welfare reform
Box   3 Folder   21-22	General
Box   3 Folder   23	General relief
Box   3 Folder   24	Welfare reform study
Box   3 Folder   25	Youth aids
Box   3 Folder   26	Youth development
Box   3 Folder   27	Youthful Offender Act (1975-1977)
	Division of Policy and Budget files
Box   3 Folder   28-29	Children's code, Peter Tropman, administrator, 1977
	Children's services
Box   3 Folder   30	Peter Tropman, administrator, 1977
Box   3 Folder   31	Bureau of Planning, 1978-1980
	Children's services study
Box   3 Folder   32-33	1977 December-1978 February
Box   4 Folder   1-5	1978 March-1979 May
Box   4 Folder   6	Mission and principles statements, 1978
Box   4 Folder   7	Organization, 1978-1979
2008/035	Part 3 (2008/035): Additions, 1995-1999 Physical Description: 3.8 cubic feet (3 records center cartons and 2 archives boxes) and 3 cassette tapes  Scope and Content Note: Records, 1995-1999, of Joyce Allen, who held various positions in the Planning Section of the Office of Policy Initiatives and Budget, including that of director. The records document projects that she headed or in which she participated, including a major study of long term health care, 1996-1998; the Governor's Blue Ribbon Commission on Mental Health; and the departmental strategic business plan, 1997-1999. Included are planning materials, meeting minutes, draft and final reports, workplans, and recorded public hearings.	⇧
	Family care
Box   4 Folder   1	Case management request for consideration, 1998
Box   4 Folder   2	Eligibility mapping, 1999
Box   4 Folder   3	Functional screen (“FFS”) workplan
Box   4 Folder   4	Implementation workgroup
Box   4 Folder   5	Workplans, 1999
Box   4 Folder   6	Workplan for Dick Lorang, 1999
Box   4 Folder   7	Workplan for Chuck Wilhelm
	Long term care study
	Access
Box   4 Folder   8-9	Background and miscellany
Box   4 Folder   10	Networks
Box   4 Folder   11	Pre-admission screening, 1998
Box   4 Folder   12	Report
Box   4 Folder   13-15	Workgroup meetings, 1998
Box   4 Folder   16-17	Advocacy workgroup and grid, 1998
	Aging and Chronic Care
Box   4 Folder   18	Report
Box   4 Folder   19-21	Meetings
Box   4 Folder   22	Assessment workgroup
Box   4 Folder   23	Consumer protection report
Box   4 Folder   24	Data systems
Box   4 Folder   25	Developmentally disabled
Box   4 Folder   26	Draft proposal, 1997
Box   4 Folder   27	Eligibility determination, 1998
	Executive Committee
Box   4 Folder   28-30	1995-1997 March
Box   5 Folder   1-9	1997 June-1999
Box   5 Folder   10	Executive Committee and Secretary meetings, 1997
Box   5 Folder   11	Information needs
Box   5 Folder   12	Issues paper, 1996
Box   5 Folder   13	Governor's Blue Ribbon Commission on Mental Health
Box   5 Folder   14	Models
Box   5 Folder   15	Model for Long Term Care Support Delivery paper
Box   5 Folder   16-17	Physical disabilities, 1996
Box   5 Folder   18-19	Proforma Executive and Profile groups
Box   5 Folder   20	Proforma request for proposals (RFP)
Box   5 Folder   21	Public response report, 1997
	Public hearings
Box   5 Folder   22-23	Paper files
	Recorded hearings
Sound Archive	Green Bay, 1997 June 2 Physical Description: 1 tape recording
Sound Archive	Wausau, 1997 June 3 Physical Description: 2 tape recordings
Box   5 Folder   24	Redesigned care
	Redesign Team
Box   5 Folder   25	1996 January-March
Box   1 Folder   1-4	1996 April-1997
Box   1 Folder   5	Reports
Box   1 Folder   6	Residency issues report
Box   1 Folder   7	Risk management report
Box   1 Folder   8	Tribal and county issues group, 1998
Box   1 Folder   9	Wisconsin Cares
Box   1 Folder   10	Workplans, 1997-1998
Box   1 Folder   11-12	Written comments, 1997
Box   1 Folder   13	Workplans, 1998
Box   1 Folder   14-15	Workplans, Phase IV
	Mental health
	Governor's Blue Ribbon Commission on Mental Health
Box   1 Folder   16-19	Commission meetings, 1994-1998
Box   1 Folder   20	Commission papers
Box   1 Folder   21	Executive Committee, 1996
Box   1 Folder   22	Final report draft
Box   1 Folder   23	Implementation Committee
Box   1 Folder   24	Model development
Box   1 Folder   25	Budget briefing papers, 1995
Box   1 Folder   26	Community program monitoring, 1994
Box   1 Folder   27	Managed care convention, 1995
Box   1 Folder   28	Mental health, alcohol and other drug abuse (AODA) managed care, 1998
Box   2 Folder   1	Mental health, alcohol and other drug abuse (AODA) managed care, 1998 (continued)
Box   2 Folder   2	Background documents
Box   2 Folder   3	Outcomes research
Box   2 Folder   4	Performance standards, 1988
Box   2 Folder   5	Plans, 1989-1990
Box   2 Folder   6	Waiver for community programs
	Strategic business plan
Box   2 Folder   7	1994 plan
Box   2 Folder   8	Issues and opportunities, 1997
Box   2 Folder   9	Management team
Box   3 Folder   1	Mandates, new, 1998-1999
Box   3 Folder   2	Meetings, 1997-1998
Box   3 Folder   3	Miscellany
Box   3 Folder   4	Reporting worksheets, 1997
Box   3 Folder   5	Reports
Box   3 Folder   6	Revisions
Box   3 Folder   7	Status reports, 1996-1997
Box   3 Folder   8-9	Updates, 1998
2012/124	Part 4 (2012/124): Additions, 2003-2008 Physical Description: 1.0 cubic feet (1 records center carton)  Scope and Content Note: Records, 2003-2008, of Joyce Allen, Director of the Bureau of Mental Health and Substance Abuse Services. Records of the Wisconsin Council on Mental Health consist of meeting agendas and minutes, reports, background information, correspondence, and notes for Council meetings held 2005-2007, and Legislative and Policy Committee meetings held 2003-2008.	⇧
2015/200	Part 5 (2015/200): Additions, 1975-1980 Physical Description: 2.4 cubic feet (2 records center cartons and 1 archives box)  Scope and Content Note: Community Care Organization planning files, 1975-1980. Records contain federal, Wisconsin (state), and city/county documents that include evaluations, budgets, continuation applications, Plans of Operation, business documents (by-laws, articles of incorporation, policies, and Health, Education, and Welfare (HEW) Title XIX documents.	⇧
	Federal
Box   1 Folder   1	Faye McBeath data access
	Evaluation
Box   1 Folder   2	Agreement
Box   1 Folder   3	Budget, 1976-1977
Box   1 Folder   4	Correspondence
Box   1 Folder   5	Design
	Community Care Organization (CCO) evaluation
Box   1 Folder   6	Older American Resources and Services (OARS) data
	Evaluation reports
Box   1 Folder   7	1975
Box   1 Folder   8	1977-1978
Box   1 Folder   9	Research final project
Box   1 Folder   10	Community Care Organization (CCO) evaluation, responses to project-specific questions
	Health, Education, and Welfare Title XIX
Box   1 Folder   11	Waiver extension
Box   1 Folder   13	Work plan and milestones
Box   1 Folder   15	Project progress reports
Box   1 Folder   12	Continuations and waiver approvals
Box   1 Folder   14	Correspondence, program
Box   1 Folder   16-19	Continuation application, 1976-1980
Box   1 Folder   20	Community Care Organization proposal, 1974
	Financial
Box   1 Folder   21-25	Budget, general, 1975-1979
Box   1 Folder   26	Finances
Box   1 Folder   27	Reports, quarterly and general financial
	Wisconsin
	Community Care Organization
Box   2 Folder   1	Proposal grant
Box   2 Folder   2	Service definitions
Box   2 Folder   3	Project, financial documents
Box   2 Folder   4	Health and Social Services, letter of agreement
Box   2 Folder   5	Information/project description
Box   2 Folder   6	Confidentiality
Box   2 Folder   7	Administrative transfer
Box   2 Folder   8	Project guarantee
Box   2 Folder   9	Close-out correspondence, 1980
Box   2 Folder   10	Transition planning
Box   2 Folder   11-13	Continuation application, 1977-1978
	Kellogg Foundation
	Correspondence
Box   2 Folder   14	Budget
Box   2 Folder   15	Program
Box   2 Folder   16-20	Annual report, 1975-1979
Box   2 Folder   21	B. Benson, H. Brown, C. Jacobsen
	Milwaukee Community Care Organization
Box   2 Folder   22	Budget, 1976-1977
Box   2 Folder   23	Contract for materials and services
Box   3 Folder   1	Articles of incorporation
Box   2 Folder   24	By-laws
Box   2 Folder   25	Finances
Box   2 Folder   26	Financial audit
Box   2 Folder   27	Financial memorandum agreement
Box   2 Folder   28	Information systems
Box   2 Folder   29	Internal Revenue Service (IRS) tax-exemption information
Box   2 Folder   30	Letter of agreement
Box   2 Folder   31	Plan of operations, 1977
Box   2 Folder   32	Transition planning
	Barron County Community Care Organization
Box   2 Folder   33	Policy
Box   2 Folder   34	Annual report
Box   2 Folder   35	Contract for materials and services
Box   2 Folder   36	Purchase of service contract and process (policy)
Box   2 Folder   37	Financial arrangements
Box   2 Folder   38	Information system
Box   2 Folder   39	Letter of agreement
Box   2 Folder   40-42	Plan of operations, 1978-1979
Box   2 Folder   43	Transition planning
Box   2 Folder   44	Request for funds, 1977-1978
Box   3 Folder   2	Request for funds, 1978-1979
	La Crosse Community Care Organization
Box   3 Folder   3-4	Budget, 1975-1977
Box   3 Folder   5	Articles of incorporation
Box   3 Folder   6	IRS articles of incorporation
Box   3 Folder   7	By-laws
Box   3 Folder   8	Memorandum of agreement (Medicaid)
Box   3 Folder   9	Financial policy manual
Box   3 Folder   10	Annual audits
Box   3 Folder   11-12	Plan of operations, 1976
Box   3 Folder   13	Transition planning