Housing, Community & Longevity: Here Comes the Age-Wave! (2013 Silicon Valley Positive Aging Forum)

Housing Community & Longevity:
Here Comes the Age-Wave!
5th Annual Silicon Valley
Positive Aging Forum
November 5, 2013
Cupertino, CA
Presented by: The Institute for Age-Friendly Housing
www.AgeFriendlyHousing.org
Serving the World from the Silicon Valley

Thank you to our Hosts, Sponsors &
Community Partners
Forum Hosts:

Cupertino Quota
City of Cupertino
--------

Forum Sponsors & Community Partners:

Age2Age
Avenidas
Sunnyside Gardens Assisted Living & Memory Care
HealthTrust
Perkins Eastman
Stadler &: Architecture, Interior Design &
Life Cycle Design
TeleVisit
Waddell & Reed
Institute for Age-Friendly Housing © 2011

www.agefriendlyhousing.org

Fifth Annual Silicon Valley Positive Aging Forum
Housing, Community, & Longevity: Here Comes the Age-Wave!
November 5, 2013
Cupertino CA
Part 1. Longevity: Trends, Visions & Opportunities: Aging in Silicon Valley
    Aging is a Global Issue: Key Themes from the World Health Organization (WHO)
•

Chris Kennedy, Executive Director, Institute for Age-Friendly Housing

    Game Changers: Where and How We Live
•

Richard Adler, Institute for the Future

    “Retirement” Living: What’s Changing  & Why
•

Frank Rockwood, Rockwood Pacific, Founder. LeadingAge California, Board Member

    Bringing Global to Local: WHO Global Network of Age-friendly Cities and Communities
•

Anabel Pelham, Professor of Gerontology SFSU, and Director, Center for Age-Friendly Excellence

Part 2. Housing: Staying Home or What?
     New Housing Options: Collaborative Communities & Funding Strategies
•

Chris Kennedy, Executive Director, Institute for Age-Friendly Housing

   Design Perspectives: Communities of the Future
•

Madeleine Zayas–Mart, Architect & Housing Specialist, Perkins Eastman

     Aging in Place: Being at Home with Growing Old
•

Susanne Stadler, Principal, Stadler &: Architecture, Interior Design & Life Cycle Design

Part 3. Community: Connections for Aging In Place Services
     Service Innovations: New Players in the Field
•

Michael Fox CEO, Goodwill Industries of Silicon Valley

     In-Home Care Options: Now and on the Horizon
•

Lori Peterson, CEO, Collaborative Consulting

     Connections At Home: Villages, Hubs, and Timebanks
• Lisa Hendrickson, CEO Avenidas
• Lori Andersen, Director of Healthy Aging, HealthTrust
• Martin Entwistle, Executive Director, Druker Center for Innovation, Palo Alto Medical Foundation


November 5, 2013
Cupertino CA

Part 1.
Longevity: Trends, Visions & Opportunities: Aging in Silicon Valley
Aging is a Global Issue: Key Themes from the World Health Organization (WHO)
• Chris Kennedy, Executive Director, Institute for Age-Friendly Housing
• Richard Adler, Institute for the Future
“Retirement” Living: What’s Changing & Why
• Frank Rockwood, Rockwood Pacific, Founder. LeadingAge California, Board
Member
Bringing Global to Local: WHO Global Network of Age-friendly Cities and
Communities
• Anabel Pelham, Professor of Gerontology SFSU, and Director, Center for AgeFriendly Excellence


November 5, 2013
10:00 to 4:30
Quinlan Community Center, Cupertino CA

Housing, Community, & Longevity:
Part 1. Longevity: Trends, Visions &
Opportunities: Aging in Silicon Valley


Aging is a Global Issue: Key Themes from the
World Health Organization (WHO)
• Chris Kennedy, Executive Director, Institute for

Age-Friendly Housing (
chris@AgeFriendlyHousing.org)



Age 65
& Older

Age 5
& Younger

Age 65
& Older

Age 5
& Younger

For generations to come, the world’s population will
never be as young as it is today.
Image Courtesy of:



World Health Organization:
8 Domains of
Age-Friendly Cities & Counties
N
TRA
RTA
TIO
N

CO
ANDMMU
INF NICA
ORM TIO
A TI N
ON

AGEFRIENDLY
CITY


SOC

PA
I AL


RT

ON
ATI
ICIP

SOCRESPE
IAL CT A
I NC N D
LUS
IO N

ON
ATI
ICIP ENT
A RT Y M
IC P PLO
CIV D EM
AN

RT
PPOCES
SU I
ITY SERV
N
MU ALTH
COM HE
D
AN

HO
USI
N

G

SPO

OU
T
AN DOO
DB RS
UIL PAC
DIN ES
GS

Source: Global Age-Friendly Cities: A Guide.
United Nations World Health Organization. (2007).

WHO Global Network of Age-friendly Cities and Communities
2nd International Conference on Age-Friendly Cities & Communities
Quebec City, September, 2013

Key Conference Theme:

Intergenerational = Olders & Youngers Helping Each Other

Image Courtesy of:





Getting Out of the Silos

Image Courtesy of:





“Joined-Up” Thinking / Collaborative Planning

Image Courtesy of:



1



Projects Resulting from “Joined-Up” Thinking Integrate the Age-friendly Domains, Serving All Ages

Image Courtesy of:



1

Age2Age Collaborative Visual Recording

The Age-Friendly Cities Project Acts Like a Magic Wand for Ideas & Programs

Image Courtesy of:



1

2 International Conference on Age-Friendly Cities & Communities
nd


AFC is like a Magnet, Attracting Cross-Sectoral Involvement:
Government, Business, Technology, Education, Funding & People of All Ages

Image Courtesy of:



1


Ongoing Global Connections to Share & Learn



1

November 5, 2013
10:00 to 4:30



• Richard Adler, Institute for the Future (

radler@digiplaces.com)



1

Richard Adler
2013 Positive Aging Forum
Cupertino, CA
November 5, 2013

Women

Men

Source: Oeppen and Vaupell Broken Limits to Life Expectancy, Science, May 10., 2002

20

1. The systems and solutions

developed over the past half
century to support later life in the
US (e.g., Social Security, Medicare,
Older Americans Act) will not scale
up to support the next
generation(s) of seniors.

2. In a time of constrained public
resources, the old paradigm of how
we solve problems….





identify the problem;
develop a program to address the problem;
fund the program;
problem solved

….is no longer working reliably.

3. Therefore, to address the growing
needs of an aging population, we
need a new wave of entrepreneurial
innovation, in both the public and
private sectors, mainly on the local
grassroots level.

The best way to predict the
future is to invent it.

31

November 5, 2013
10:00 to 4:30



“Retirement” Living:
What’s Changing & Why

• Frank Rockwood, Rockwood Pacific, Founder.

LeadingAge California, Board Member (
frank@rockwoodpacific.com)



3

“Retirement” Living
What is Changing and Why
November 5, 2013

Welcome & Introduction
Frank Rockwood, Rockwood Pacific
Session Objectives:
(i)Understanding Past Trends
(ii)Identifying Key Forces
(iii)Gauging Future Need

1950-1980 - Major Growth Period

After 1980 Population Growth Moderates

75+ Age Cohort Has Increased ~6x

SCC 75+ Ratio Expected To Grow Faster

New Approach

Population x Unit Ratio
= Implied Total Demand
1.Transparent
2.Appropriately Imprecise
3.Grounded in Place
4.Visual

Population Relatively Straightforward
75+ Population Analysis
Santa Clara County

250,000

200,000

n
i
t
a
l
u
p
o
P

150,000

110,000
-

74%

100,000

81,400
50,000

90,000

35%
31,500

2010

75+

65-75 [2010 Only]

2020

Net Migration

Key Metric: Unit Ratios
Unit Ratios
Units / (thousands of 75+ population)

ILu
ALu
MCu
SNFb
TOTAL (excl. ILu)

1990
            30.7
            14.7
              0.7
            93.4
          108.7

2000
            32.5
            15.4
              2.1
            68.5
            86.1

2010
            31.9
            22.2
              4.4
            57.4
            84.0

Assuming constant Unit Ratios +20k

Units by Category
2050 Imputed Need Based on Constant Unit Ratio Assumption
Category
ILu
ALu
MCu
SNFb
Total Units

2000
         1,570
            752
              34
         4,779
         7,135

2010
         2,382
         1,129
            156
         5,026
         8,693

2020
         2,900
         2,000
            400
         5,200
       10,500

2030

3,600

2,500

500

6,500

13,100

2040

5,400

3,700

700

9,700

19,500

2050

7,900

5,500

1,100

14,200

28,700

Increase
5,500
4,400
900
9,200
20,000

Key Forces
+/- Unmet Demand / Over Supply
+/- Change in Need for Services
+/- Age Distribution
+/- Income / Wealth
+/- Substitution

Evidence That Older Adults Are Stronger

.. But Several Exceptions to this Trend

Substitution Factor Is Critical
• Best Senior Living Has Yet
To Be Invented
• The “Hell No” Generation
• Better Choices
Age Friendly
Communities

November 5, 2013
10:00 to 4:30



Bringing Global to Local: WHO Global Network of
Age-friendly Cities and Communities
• Anabel Pelham, Professor of Gerontology SFSU, and

Director, Center for Age-Friendly Excellence (
apelham@sfsu.edu)



4

• Here Comes the Age Wave!
• November 5, 2013
• Quinlan Community Center, Cupertino
• Anabel Pelham, Ph.D. Professor
• Gerontology, SFSU

• Becoming and being an A-F City is about an
INTENTION
• A STATE of MIND
• A willingness by leaders, particularly civic
and political leaders, to study, learn and do
the work
• Ex: In LA/LAH A-F projects are part of the
“Work Plan” of the Senior Commission

• Working with groups in 33 cities, in all
WHO regions, WHO asked older people in
focus groups to describe the
advantages/barriers they experienced in
eight areas of community living. These
were complemented with evidence from
service providers in the public and private
sectors.

• For example, we can quantify the extension of morbidity via
the metric of disability adjusted life years (DALYs); this measures
a diseases’ overall burden as the number of years lost to ill
health plus death. Controlling for age/not counting metabolic
syndrome per se
• Worldwide 1990-2010, the burden of disability caused by chronic illnesses
has risen (especially in developed countries)
• Type 2 Diabetes: 30%
• Neurological disorders (dementia): 17%
• Chronic kidney disease:12%
• Musculoskeletal (arthritis):12%
• Liver Cancer: 12%
• Breast cancer: 5%
Daniel Liberman, The Story of the Human Body

The Center for Age-Friendly Excellence
Advancing Livable Communities for all Generations

A project of
Los Altos Community Foundation
We Believe in Community

A world in which older people flourish and thrive
within communities and cities that are vital and
vibrant and richly fulfill the eight domains of The
World Health Organization’s (WHO) Age-Friendly Cities
indicators promoting quality of life.

vision

WHO Age-Friendly Cities 8 Domains

Worldwide, we are increasingly living in
   aging societies. This dramatic
   demographic shift offers both challenges
   and opportunities.
Academic Gerontology has made huge progress in
explaining and predicting the metrics of what constitutes
quality of life for older persons and a central emerging
theme is the powerful influence of community and
context in which aging takes place.

RATIONALE

CAFE intends to assume a leadership role in
advancing our understanding and creation of AgeFriendly cities and communities by applying
research and best practices of academic
Gerontology to the task.

RATIONALE

The Center for Age-Friendly Excellence was
founded:
• to develop and study Los
Altos/Los Altos Hills as
model age-friendly cities
“living labs” and extend a
positive and
supportive influence of
evidence-based practice to
surrounding communities in
Santa Clara Co. and
California

mission

• to leverage our expertise and experience to expand
frontiers of wellbeing of older persons within
intergenerational, livable communities.
•

to serve as a home for public and private resource
generation, tangible and measurable best practice
projects, and multi-media distributed information to
promote vital and vibrant communities for
older people and all generations.
•

to be a force for transformational
change in creating healthy, active,
sustainable, and engaged communities
wherein older persons may pursue
happiness.

mission

CAFE works to place the accent on excellence for A-F
Communities

STRATEGY

Related CAFE
Activities

STRATEGY

Current CAFE Projects Implementation
CAFE will begin by working to implement a variety of
project solutions to the 5 unmet meets of older
persons in Los Altos/ Los Altos Hills as described
by the Senior Survey undertaken by the Senior
Commission in 2011.

Strategy

CAFÉ sponsored a Summit of Leaders in
Aging hosted by El Camino Hospital
September 20, 2013; eight categories of multiple
community recommended projects emerged from
attendees serving as expert focus groups. We intend
to seek funds to implement selected projects.

Strategy

CAFE submitted a $20K program development grant to
the International Federation on Aging to implement 8
individual projects to address 5 unmet needs of
seniors in Los Altos and Los Altos Hills. Awards will be
announced in late 2013.

Strategy

• CAFÉ received a mini grant from the Town of Los Altos
Hills to implement two emergency preparedness projects
for seniors
• The first builds on a partnership with the Eagle Scouts,
the Rotary and the Town to upload emergency contact
information for elders on a USB thumb drive. The Scouts
will assist seniors.
• The second also joins the Scouts and Rotary in assisting
seniors in creating individualized emergency back packs
with supplies donated and purchased during a special
emergency preparedness day.

In order for an A-F culture to work we
need:
•Collaborative public/private
partnerships
•Political participation and
commitments
•Leadership by older persons
•

• We also need an urgent understanding of the
impacts of Climate Change on Aging; for
example:
• More dramatic weather events (storms, cold/ heat
waves)
• Diminishing and more costly food supplies
• Increasing costs of living including fuel prices
• Changing land use and city planning/housing issues
• Air quality changes
• Vectors moving northward

• Climate change is irreversible, global and will
fundamentally affect the biosphere
• There are 7 ‘high confidence’ areas of health impact
• Demographic trends will ensure an increasingly
vulnerable and aged population
• Temperature related deaths will remain a significant
challenge
• The increased risk of extreme events will mean a
major role for emergency medicine
• Significant challenges exist for public health and
preventative medicine
• Multidisciplinary research is essential

“ I’ve turned 60 and I can barely believe
nearly a third of my life is over ”
Woody Allen

November 5, 2013
Cupertino CA

Part 2.

New Housing Options: Collaborative Communities & Funding Strategies
• Chris Kennedy, Executive Director, Institute for Age-Friendly Housing
Design Perspectives: Communities of the Future
• Madeleine Zayas–Mart, Architect & Housing Specialist,
Perkins Eastman
Aging in Place: Being at Home with Growing Old
• Susanne Stadler, Principal, Stadler &: Architecture, Interior Design &
Life Cycle Design



7

November 5, 2013
Cupertino CA



Housing Options:
Collaborative Communities, Housing,
& Funding Strategies
• Chris Kennedy, Institute for Age-Friendly

Housing (chris@AgeFriendlyHousing.org)



7

Aging in Place is where “X” is your
right Community

“Aging-in-Place is all about how that place supports you as you age. It is
about what is available in the community when you walk out your front
door: the people and scenery, the support services, the opportunities for
engagement, and the mobility options. It is about how that house and that
community provide the economic and social sustainability to live a good
life, as long as you live.”
Chris Kennedy


7

Age-Friendly City Topic Areas
N
TRA
RTA
TIO
N

CO
ANDMMU
INF NICA
ORM TIO
A TI N
ON

AGEFRIENDLY
CITY


© Age2Age 2012

SOC

PA
I AL


RT

ON
ATI
ICIP

SOCRESPE
IAL CT A
I NC N D
LUS
IO N

ON
ATI
ICIP ENT
A RT Y M
IC P PLO
CIV D EM
AN

RT
PPOCES
SU I
ITY SERV
N
MU ALTH
COM HE
D
AN

HO
USI
N

G

SPO

OU
T
AN DOO
DB RS
UIL PAC
DIN ES
GS

Source: Global Age-Friendly Cities: A Guide.
United Nations World Health Organization. (2007).

7

© Age2Age 2012


7

© Age2Age 2012


8

Walkable Community:
Mixed Use Housing



8

Cohousing



8

“Quint” Home:
Senior Housing Soltuions



8

Home Sharing, “Golden Girls:
& Matching Services



8

Affinity Housing:
Senior Artist Colony



8

November 5, 2013
Cupertino CA


Design Perspectives:
Communities of the Future
Madeleine Zayas–Mart, Architect & Housing
Specialist, Perkins Eastman
m.zayas-Mart@perkinseastman.com)



8

Design Perspectives:
Communities of the Future
Senior Living in the Age of Smart
Growth
Madeleine Zayas-Mart
Urban Designer and Multi-Family Housing Designer, Perkins Eastman
m.zayas-mart@perkinseastman.com

Ask, What If? Why Not?

Change your
Perspective . . .
Change the way we
design our communities

Business as Usual

Sprawl and Single-Use Zoning

Cisco Systems HQ’s, North San Jose / Mountain View

Aging and Smart Growth

The Urban Framework: The Pearl District

Smart Growth provides the planning
framework to address the settlement pattern
for growth at all levels in the 21st Century

+

Aging and Smart Growth

Elements of Smart Growth: Access and Mixed-Use
Pedestrian friendly Streets

Connectivity/Access
to Shops and Open
Space

Transportation Choices

=

Seniors Deserve Better Choices

Hillside Resort Communities

MUSEUM PLACE, PORTLAND OREGON

Leveraging the Broader Community
•
•

•
•

79 IL units
Modest common areas
• Dining
• Fitness
• Club room
Sunrise at Home
“On” Main street

The Sterling at Grosse Pointe
Grosse Point, MI

Leveraging the Broader Community
•
•

Satellite to CCRC (1 mile)

•

On “Main Street”

•

The Embassy
Mt. Lebanon, PA

34 units

No dining or fitness on site

Infill Senior Housing at TOD
Christie Place,
Scarsdale, NY

Retail Integration

Crystal Springs Community, Annapolis, MD

Mixed-Use Downtown CCRC

Retail

Lagoon

op
Dr

Foster City Blvd.

Recreation
Center

City
Independent
Hall
Living
Library
Affordable
Housing
Shell Blvd.

Leo
Ryan
Park

f
-of

Retail
Memory
Care

Assisted Living
Independent
Living

NCPHS, Foster City, CA

Future
Culture Works
Main
Entry

Service
To Parking

N

Mixed-Use Downtown CCRC

NCPHS, Foster City, CA

Expanding the Service Reach
•
•
•
•

The Villages at Collington
Mitchellville, MD

Impacting IL market
Undeveloped service model
Sophisticated builders and
opportunistic developers
Affiliation with CCRC

Rebuilding the Neighborhood-Church Sponsor

St. Anthony Village, Portland, OR

Neighborhood of Care

Federal Client: VA Danville, IL

University Partnership

University Village, Berkeley, CA

Pedestrian Path

Maximize Retail Frontage

Retail
Service
Whole
Foods

Clinic

Library

Spirit

Spa
Wellness

Direct Community
access to Clinic
Spa Wellness Cafe

HUB
HUB
Cafe

Lecture
Hall

Kitchen

Dining
Admin

Lounge

Entry

Garage

The Plaza
Play
Fields

University Village, Berkeley, CA


Lasell College

Lasell Village

Lasell Villlage, Newton, MA


Lasell Villlage, Newton, MA
Image courtesy Steffian Bradley Architects

Intentional Community

Camphill Ghent, NY

Inner City Infill Redevelopment

Retail Mixed-Use

Housing Choices: Mixed-Use

Aging in Place
Apartment for Life

large windows, low
sills

sheltered balcony

second bedroom option for
caregiver

medicine cabinet location for
access/light

drawer dishwasher

hand held shower
wand

doors swing out
for safety

“easy reach” linen
closet

w/d shelving
transfer
tub/shower

emergency outlet for
medical equipment

bedroom large enough
for two single bed
option

shower stall with space for
portable shower chair

side-by-side
refrigerator

full height “easy reach”
pantry cabinet

electric with front
controls (wall oven?)

Age Friendly Communities
Urbanization Trends
•

By 2035, nearly two million more people are projected to live in the
Bay Area.

•

“The question of aging is not about whether it will happen, but how it
will happen. We can choose sprawl, or we can choose Smart Growth

•

How should Bay Area and other California Cities and towns
accommodate a growing aging population, while creating livable
communities, revitalizing existing ones and creating more housing
choices for elders?

•

And most importantly, what should these communities look like and
how should they function on the ground?

How to Create Alternatives?

?

Think outside
the
Box

November 5, 2013
Cupertino CA


Part 1. Longevity: Trends, Visions & Opportunities:
Aging in Silicon Valley

Aging in Place:
Being at Home with Growing Old
• Susanne Stadler, Principal, Stadler &:

Architecture, Interior Design & Life Cycle
Design (sstadler@stadlerarch.com)



13

AGING IN PLACE:
AT HOME WITH GROWING
OLD

SELF

PURPOSE

BELONGING
Stadler&

‘HOME’ ACROSS THE
LIFESPAN

Stadler&

A NEST/ A PLAYGROUND

Stadler&

A BASE FOR OUR WELLBEING

Stadler&

BATH ROOM AS LIVING ROOM

Stadler&

KITCHEN AS HEALTH CENTER

Snaidero: Skylab Kitchen
Stadler &: Family Kitchen

Stadler&

GRAB BARS
RAMPS
DOOR LEVER HANDLES
36” DOOR WAYS
WHEEL CHAIR CLEARANCE

Stadler&

PLAY

CONNECTION

SAFETY/COMFORT

Stadler&

Ceramica Flamina: Albero Shower

Stadler&

Stadler &: Apartment ‘A’, 450SF

Stadler&

Susanne Stadler: Stair in Senior Living
Stadler &: Stair at Mills College

Stadler&

Stadler&: Haese Residence
Stadler &: Rio Apartment

Stadler&

Stadler&: Zen Hospice
Stadler &: Mills President’s House

Stadler&

Stadler&: Erickson Residence
Adolf Loos: Residence, Vienna

Stadler&

ROOM MATES

HOUSE MATES
Stadler&

HOW CAN DESIGNERS RESPOND?

LEARN FROM THE EXPERT USER

Stadler&

MOBILITY AND IDENTITY

Physically, I’m tired and
it scares me a little bit
because I have a heart
condition and I can’t
afford to be too worn
out for too long a time.
So, the steps become
an issue.

Stadler&

HEALTH AND HOBBY

If I could do anything I
want I would have a
garden right outside my
kitchen so I could sit
out there and weed and
grow more vegetables,
more food.
Stadler&

HOW CAN CITIES RESPOND?
FOSTER INTERGENERATIONAL CONNECTIONS

Rios Clementi Hale Studios: Grand Park, Los Angeles

Stadler&

HOW CAN DEVELOPERS AND
HEALTH CARE PROVIDERS
RESPOND?

UNDERSTAND THE COST/BENEFIT OF ‘FOR LIFE’ HOMES

Stadler &: Independent Living, 500 SF, Christian Church Homes

Stadler&

AT HOME WITH GROWING OLD

Stadler&

www.stadlerarch.com
sstadler@stadlerarch.com
www.AtHomeWithGrowingOld.com
sstadler@athomewithgrowingold.com tasneem@AtHomeWithGrowingOld.com

Stadler&

Let’s Build the Future!!!



15

November 5, 2013
Cupertino CA

Part 3.
Community: Connections for Aging In Place Services
Service Innovations: New Players in the Field
• Michael Fox CEO, Goodwill Industries of Silicon Valley
In-Home Care Options: Now and on the Horizon
• Lori Peterson, CEO, Collaborative Consulting
Connections At Home: Villages, Hubs, and Timebanks
• Lori Andersen, Director of Healthy Aging, HealthTrust
• Martin Entwistle, Executive Director, Druker Center for Innovation,
Palo Alto Medical Foundation



15

November 5, 2013
Cupertino CA

Part 3. Community:
Connections for Aging In Place Services


Service Innovations:
New Players in the Field
• Michael Fox CEO,

Goodwill Industries of Silicon Valley



16

Positive Aging Forum
Goodwill of Silicon Valley |
November, 2013

What do we do?

Transform Lives through the
Power of Social Enterprise

GWSV Overview
One of the over 165 Goodwill organizations in North America
GII collectively – 3.5 Billion Retail / 4.9 Billion revenue
Operate in the counties of Santa Clara and San Benito.
A robust Workforce Development division
$42 Mil. in annual revenue and a collection of real estate
holdings
• 19 stores, 24 collections sites and a contract service operation
• 650+ employees
•
•
•
•
•

A Comparison From the Funding Perspective:
Second Harvest of Santa Clara County

Individuals
64%

Income from
commercial
free market
activities:

Corporations
25%

Foundations
4%

Organizations
5%

Data source: SHSC annual report 2006-2007

United Way
1%
Special Events
1%

0%

A Comparison From the Funding Perspective:
Goodwill of Silicon Valley

After Market
19%

RETAIL
68%

Data source: GWSV 2010 Financials

CONTRACT
WRKFORCE
6%
1%

GRANT
4%
Other Revenue
2%

Income
from
commercial
enterprises:

94%

Goodwill Business’s
• Retail
• 19 stores

• Wholesale Business
• Midwest, Shoes, Books

• After Market Business
• As-IS, Salvage

• Recycling
• E-Waste, recyclables

Goodwill Business’s
• Mattress Recycling
• Homeless Vets Reintegration Program

• Contracts Business
• Kitting, Packaging, Assembly, Sub
Assembly, Fulfillment, Warehousing

• Secure Document Shredding
• Nish - Sheltered Workshop

• e-commerce
– Collectables and Books

• Mission Services - ICD

Future Business’s
• Auto Reconditioning Business
• Ex-offendors

• Home Health Care
• Seniors and low education you
adults/Youth 16-24 lacking high
school diploma’s

National Goodwill Enterprises
• Franchises
• Housing programs
• Veterans, SLE’s, Low Cost Rentals,
Shelters

• Senior Day Centers
• Colleges
• Helms College – Augusta Georgia

• High end Restaurants
• Culinary Academies

Dec 2012 Incl Year End Adjustments

November 5, 2013
Cupertino CA

Part 3. Community:


In-Home Care Options:
Now and on the Horizon
• Lori Peterson, CEO, Collaborative Consulting



17

Housing, Community, and
Longevity
November 5 th , 2013

Providers
Perspective for
Home Care
Service
Development

Demographics are Right:


65+ will expand from 40 M today to 55 M in 2020



By age 65, 66% of all seniors have at least one chronic disease, 20% of
those older than 65 have five or more chronic diseases



2011 the first of 78 M Baby Boomers began turning 65 at a rate of 8,640
per day or 262,800 per month



85+ could grow from 5.3M in 2006 to 18M by 2030



Approximately 70% of elders will require some long-term care services at
some point in time

A Focus on Preference:


More demand for higher levels of service and access



More demand for choice and experience



Demand for innovative models, allowing for “aging in place”



Community as an important factor



Entering a care community at a higher level of acuity



Wellness / prevention important



Access to technology

Healthcare Reform (payment and delivery reform):


Change in how care is delivered and paid for



Better is Better vs. More is Better



More Managed and Coordinated Care



Prevention and Wellness



Penalties for what is not wanted, rewards for what is



Care delivered in lower cost settings



Enhanced Care Coordination



Enhanced Management of Chronic Disease

Opportunity:
Growth and diversification
Increase brand awareness
Leverage existing expertise
Create operational efficiencies
Position and prepare for Healthcare
Reform
Build stronger linkages to community
members
Extend Mission

Ideas to Action
Ideas to Action

 Increase in traditional home-based services such as Home
Health and Home Care
 Provision of services beyond walls (CCRC without walls)
 Enhanced focus on Care Coordination Models
 PACE & PACE-Like Models
 Membership Models (Villages, etc.)
 Hospital to Home Transitional Care Programs
 House Calls
 Hospital @ Home
 Consumer Oriented Technology

Further Exploration:

http://ahhqi.org/quality-initiatives/innovation-case-s

Thank You!
Lori Peterson
www.collaborativeconsulting.net
lori@collaborativeconsulting.net
866. 332.3923

November 5, 2013
Cupertino CA

Part 3. Community:


Connections At Home:
The Village to Village Network



18

VILLAGES
A National movement of seniors working together to agein-place
Lisa Hendrickson
President & CEO
Avenidas

The National Village Movement
(www.vtvnetwork.org)

Components of Villages
 Coordination of access to supportive services through a tiered service

model




Village staff
Volunteers (members and others)
Preferred providers

 Vetted vendors
 Social, cultural, educational activities
 Health and wellness activities
 Volunteering and member-to-member assistance

Village Services Reflect Unique Community Needs

Emerging Models of Villages
 Newly created, grassroots, standalone non-profit serving

specific neighborhood (Beacon Hill Village, Foster City
Village)


Volunteer First (twice as many volunteers as members, Capitol Hill
Village)

 Parent organization – social service agency (Avenidas Village)
 Hub and Spoke model – central organization supporting

separate “spokes” in larger service area (Marin, WISE and
Healthy)
 Village/Timebank combination (Tierrasanta Village, Plumas
Rural Services Community Connections)

Why Do People Join A Village?
To stay at home: “I feel that living in a retirement facility would present severe
space limitations and too much structure. I would feel too constrained. I’m
happiest in my own home.”

For peace of mind: “When you are not at your optimal health or going through a trauma,

it’s not the best time to have to investigate various vendors or navigate all the other obstacles all
on your own. Psychologically, knowing the Village is there for me on a 24/7 basis is wonderful. I
go to bed knowing that if I wake up and something is wrong, I have someone to contact for help.”

To give back: “I love being able to give back to the community, and helping
others.”

To make friends: “ She’s lived just a few blocks from me for 40 years and I never would
have met her if not for the Village. Now we are dear friends who carpool to social events
and take turns driving to the Village lunch bunch gatherings.”

For their children: “Our kids are sure happy we have this extra support.”

November 5, 2013
Cupertino CA

Part 3. Community:


Connections At Home: Hubs &
Neighborhood Wellness Networks
• Lori Andersen, Director of Healthy Aging,

HealthTrust



19

Healthy Aging Initiative
Neighborhood Wellness Networks

195

The Health Trust mission is to lead the Silicon Valley
community to advance wellness

Healthy Eating

Healthy Living

Healthy Aging
Ensure that older residents of Santa Clara
County have access to the services and
supports they need in the setting most
appropriate to their needs.

197

New THT 5 Year Strategic Plan
Vulnerable population Focus
Those experiencing barriers to good health due to: where they
live, economic insecurity, age, language or disability

Addressing Trends and New Realities
- Reduced public spending – “Innovate, or else”
- Demographic changes – age and diversity
- Health care redesign
o
o
o

Managed care
Health education/self management
Rebalancing: institutional to home/community care

199

Wellness Hubs
• Create neighborhood-based network that
formally connects health and social supports to
ease access to health and wellness for older
adults
- Sustainable – $ and in-kind resources
- Core partnerships
- Neighborhood ‘hub’ or gathering place
o Senior/community center, senior housing,
café or business, hospital…?

200

Goals
• Create strong sustainable networks in select
neighborhoods that impact health
• Increase level and quality of health and wellness
services and supports
• Demonstrate value of neighborhood assets
including senior/community centers
• Engage older adults as a voice for change in
their communities
• Accelerate efforts for livable, age-friendly
communities

201

What’s our Plan?
1.
2.
3.
4.
5.

Identify “hot spots” in SCC
Dive deep in 2-3 targeted neighborhoods
Research and share promising models
Enlist Project Advisory Committee
Explore adoption of standards and
certification of wellness hubs
6. Develop and engage champions
7. Grow investment in proven models

202

Likely Partners – public & private
•
•
•
•
•
•
•
•
•

Senior/Community Centers
Community clinics and hospitals
Health Promotion and Wellness
Low Income Housing Communities
Businesses
Social Service Providers
Residents and Older Adult Advocates
Libraries
Faith-based communities

Aqus Community is an organization devoted entirely to building
community.
We are focused on furthering the connections between people
of all kinds, their nonprofits and businesses in the spirit of
mutual trust, support and appreciation. By focusing on this
relationship-based economy, we aim to strengthen, empower
and enrich our local community both for ourselves and future
generations.
What are the benefits of membership?
By becoming a member you not only show your support of
community, but also receive discounts at Aqus Community events,
invitations to ‘Members Only’ events and further discounts from
Aqus Community Business Member Businesses.

The Second Half of Life
A conversation cafe to explore
opportunities for building
community and networks of
support as we age.

Tuesday October 29
6:30 –8:30 PM
AqusCafé
(come early if you want to eat dinner)
Co-sponsored by AqusCafé and
The Village Network of Petaluma

November 5, 2013
Cupertino CA

Part 3. Community:


Connections At Home: Timebanks
• Martin Entwistle, Executive Director,

Druker Center for Innovation,



20

LinkAges Successful Aging
Creating Community Connections Timebanks
Martin Entwistle
Executive Director – Innovation Center

Druker Center for Health Systems
Innovation @ Palo Alto Medical
Foundation

Druker Center for Health Systems Innovation
The Innovation Center acts to catalyze,
invent, and deploy breakthrough
innovations in wellbeing that enable
PAMF to fulfill its vision as a health
partner for the people and communities
it serves.
We apply a human-centered design approach and
leverage technology as an enabler to create scalable
solutions that address the pressing health
challenges of our time.

The Problem We Are Trying to Solve
Expensive Episodic Sick Care

Isolated Individuals

Successful Aging for Seniors
“The hard
thing
about
getting
older...
“...is that
your world
dies
before
you do.”

Going Beyond Transitions of Care – Focus on Health
and Wellbeing
We Need a Solution That Goes Beyond
Transitions of Care from Hospital – These
Processes are Critical but Insufficient

• Discharge care planning and
coordination
• Medications
• Free meals
• Transportation to follow-up
visit
• Short-term in-home
assistance
• Community services
• Life coach

Evolution of Innovation – Shift from Clinic to
Community

– Dynamic, Integrated System to
Support Successful Aging
Shift from focus on responses to crises and treating an
acute health event
Shift to systems that enable seniors to age successfully
in the community
Drive community support for individuals at home
Change the health behaviors of individuals
Enable preemptive action through signal detection
Expand horizons

Support and care in the context of an individual’s life

Our Solution

Creating a Community Network
to Support Aging in Place

PAMF linkAges™ - a
dynamic, integrated system
to support Successful Aging
Signal Detection

Identify, mitigate and
manage risks to my physical
and social health that could
compromise my ability to live
safely in my home

Senior Profile

Capture my needs
preferences and context in
order to personalize my
aging in place experience

Microcommunities

Find and connect with other people in the
community with whom I can exchange
services and support that help me
remain independent in my home, stay
socially-engaged, and maintain a sense
of purpose and value as I age

Resource Matching

Find and connect with resources
in the community that can help
manage risks to my physical and
social health so I can continue to
live safely in my home

TimeBanking
Find and connect with other
people in the community with
who I can exchange services
and support that help me remain
independent in my home, stay
socially engaged and retain a
sense of purpose as I age.

A community-based service exchange network which connects neighbors
with neighbors to exchange skills and interests and meet needs.
Every hour of service that you
spend doing something for
another member earns you 1
hour (Time Dollar).
Everyone gets to contribute.
All contributions are valued
equally.
Builds intergenerational
relationships.
There can be 3 kinds of
members : Individuals,
Organizations (e.g. YMCA),
businesses (e.g. Red Rock
Coffee).

Rebuilding community, one hour at a time

Offers and Requests Between TimeBank Members

– Sustainable Deployment
• Train the trainer model coupled with
community-based Peer linkAges Ambassadors
lending grassroots continuity.
• Designed for replicability and scale.
• Toolkit available to health systems, Nonprofits,
City Governments, Civic/Service groups, Businesses,
Educational Institutions.

– Partners in Mountain View
Organizations
•Mtn View Senior Center
•Mtn View Senior Advisory
Committee
•Alzheimers Association- Northern
California Chapter
•El Camino YMCA
•Mtn View Community Services
Agency
•Mid Peninsula Housing Coalition
•Red Rock Coffee
•reAct National Coalition

• Silicon Valley Leadership Group
• RSVP of Northern Santa Clara
and San Mateo County
• Mtn View Library

Businesses

• Whole Foods
• Red Rock Coffee
• Vaso Azzurro

Other

• MV Pastors Group

– Mountain View Progress to Date

Enrollment

Engagement

Total
Total # # of 60+
#
Total Time
#
Orientation Enrolled Enrollees Exchanges
of
Messages
Attendees
Exchanges

269

103

29

97

262.5

548

– Outcomes
Making the difference
• Improved quality of life and wellbeing for older adults
• Improved quality of life for caregivers and families
• Enriched Aging in Place
• Reduced total cost of care
• Increased community connections

It will take a
Community
Join us

Further Information
Martin Entwistle
Executive Director
Druker Center for Health Systems Innovation
795 El Camino Real
Palo Alto
CA, 94301
Cell: +1-858-717-0465
Email: EntwisM@pamf.org

Thank you to our Hosts, Sponsors &
Community Partners
Forum Hosts:

Cupertino Quota
City of Cupertino
--------

Forum Sponsors & Community Partners:

Age2Age
Avenidas
Sunnyside Gardens Assisted Living & Memory Care
HealthTrust
Perkins Eastman
Stadler &: Architecture, Interior Design &
Life Cycle Design
TeleVisit
Waddell & Reed


23

Housing, Community & Longevity: Here Comes the Age-Wave! (2013 Silicon Valley Positive Aging Forum)

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