Indiana State of Wellness - Small Employer Qualified Wellness Program Tax Credit.


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Ashley will discuss the details of the role of the Indiana State Department of Health in processes related to Indiana's Small Employer Qualified Wellness Program Tax Credit. She will also discuss past and present experiences and updates about the tax credit as well.

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Indiana State of Wellness - Small Employer Qualified Wellness Program Tax Credit.

  1. 1. STATE OF WELLNESS –INDIANAEllen Whitt, INShape IndianaAshley Peeples, Indiana State Department of HealthJennifer Taylor, Indiana State Department of Health January 20, 2011
  2. 2. About Indiana Approximately 3 million adults overweight or obese 1.8 million+ at-risk if we don’t do something “In an average year, Indiana residents pay $1.6 billion in obesity-related medical costs.” (Source: Finkelstein, E.A., Fiebelkorn, I.C., & Wang, G. (2004). State-level estimates of annual medical expenditures attributable to obesity. Obesity Research, 12, 18-24) Indiana has more than 115,000 small businesses, accounting for 97.6% of the states employers and 48.6% of its private-sector employment.  (Source: U.S. Dept. of Commerce: Bureau of the Census.)
  3. 3. Many pieces to the puzzle
  4. 4. The Challenge % of IN Adults who Self-Report Being at a Normal Weight, 1990-2008 100 36% of IN 90 53% of IN adults reported 80 adults report being a normal 70 being a normal weight in 2008 60 weight in 1990 50% 40 30 20 10 0 Source: Indiana BRFSS Data, 1990-2008
  5. 5. Our Environment
  6. 6. Our Charge Help create environments in Indiana where the healthy choice is the easy choice
  7. 7. INShape Indiana
  8. 8. History INShape Indiana seeks to motivate, educate and connect individuals to resources that help them eat better, move more and avoid tobacco. Established by Governor Daniels in 2005 as a web- based initiative with statewide reach ( Prior to launching, wellness policies put in place in each of the state agencies and special outreach was made to state employees
  9. 9. Development of worksite focus Early efforts directed at state employee population through SPD (benefit design, smoke free workplace, secure bike parking, etc.) 2007 Summit in cooperation with Purdue University focused on Worksite Wellness 2008 launching of the “Indiana Worksite Wellness Partnership” with Anthem, Kroger and others 2010 partnership formed with Indiana Chamber of Commerce and the Wellness Council of Indiana
  10. 10. Making the connection CDC funding for state obesity prevention plan Expanded staffing with worksite focus Policy and environmental change in state government buildings (IDOA and FSSA) Efforts to reach unemployed population through DWD/Work One Centers Individuals as change agents within their communities (including worksite settings)
  11. 11. Indiana StateDepartment of HealthWorksite Wellness Initiatives
  12. 12. Small Employer QualifiedWellness Program Tax Credit
  13. 13. 2007 History  House Bill 1678: Health Matters  Introduced in January 2007  Passed in May 2007  Took effect in July 2007; retroactive to January 1 August – September  Roundtable/Focus Group meetings 2 drafts of wellness program  1st draft - large, comprehensive, point system  2nd draft – much easier to manage, still comprehensive
  14. 14. 2007Small Employer Qualified Wellness Program Requirements Employee Appropriate Weight Loss  Assessments, Interventions/Education, Rewards Program, Measurement Tool Smoking Cessation  Assessments, Interventions/Education, Rewards Program, Measurement Tool Pursuit of Preventive Health Care Services  Assessments, Interventions/Education, Rewards Program, Measurement Tool
  15. 15. 2007 Application/Certification steps determined  To Qualify:  RegisteredVendors  Small Employers  Advisory Board Chosen Launch  INShape Indiana Health Summit. October 15, 2007 2007 tax year results
  16. 16. 2008 Website Established  October 2008  Registered Vendor status 2008 tax year results
  17. 17. 2009 No more Registered Vendors 2009 General Assembly  Report Due  Proposed amendment to cap the Small Employer Qualified Wellness Program Tax Credit  Not acted upon 2009 tax year results
  18. 18. 2010 Cap Proposed Small Employer Application Results: Of 87 Small Employer Applicants… 57 have 50 or fewer full time employees Areas of Success Areas for Improvement 78 Approved 14+ Multiple Attempts 77 Use vendor/provider 39 have tobacco policy 84 Conduct blood screenings 23 from northern region 58 from central region 6 from southern region
  19. 19. 2011 Improvements  Website  Application  Supporting Documents Evaluation  Questions added to application Report Due  December 2011
  20. 20. Small BusinessWorkplace Resource
  21. 21. Looking at traditional workplacewellness
  22. 22. The Goal Enhance the knowledge, skills and capacity for small businesses to assess, identify and implement policy and environmental supports at the worksite to facilitate improved nutrition and physical activity opportunities and behaviors.
  23. 23. The road traveled Extensive review of current resources, available tools, and recent research. Interviewed 24 small businesses across the state.
  24. 24. Worksite Toolkit“The choices we make are driven by the choices we have…” In the process of finalizing a resource for small businesses to use to introduce policies and environmental supports into the workplace.
  25. 25. Evaluation Evaluation of the toolkit will look at the following characteristics of each pilot site:  Workforce characteristics  Health programs and activities  Food environment  Physical activity opportunities  Policies  Incentives  Workplace health norms
  26. 26. Next Steps Pilot of the resource kit to at least 25 small businesses in Indiana. Looking at a variety of settings/industries Grain elevators Metal Manufacturing Real Estate Agricultural Consultants Insurance Agencies Brokers & Service Computer Software Social Services & Welfare Private Investigation Health Care Services Business Management Consultants Decals Manufacturing Printing and Manufacturing Chamber of Commerce Attorneys Multimedia Automobile Dealers Laboratories – Research and Development Counseling Services
  27. 27. Contact Us!Ellen Whitt Ashley Peeples Jennifer TaylorDirector Small Employer Wellness Worksite Coordinator Program CoordinatorINShape Indiana Indiana State Department of Indiana State Department of Health Health317-232-1200 317-234-7728