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Wellness Tax Credit Program Indiana State Department of Health. Where it came from…. Part of the 2007 bill that increased the cigarette tax Focused on encouraging small employers to start wellness programming Assist with the costs incurred. Who is eligible?. Small employers in Indiana
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Wellness Tax CreditProgramIndiana State Department of Health
Where it came from… • Part of the 2007 bill that increased the cigarette tax • Focused on encouraging small employers to start wellness programming • Assist with the costs incurred
Who is eligible? • Small employers in Indiana • Small employer is 2-100 employees • Must be actively engaged in business • Majority of employees work in Indiana
What is the benefit? • Employer is entitled to a credit of 50% of the costs incurred for providing a qualified wellness program • Provides opportunity for employers with minimal budgets for wellness • 73% of businesses in Indiana have between 2-100 employees!
What is a qualified wellness program? • Mustinclude all 3 of the following areas: • Appropriate weight loss; • Smoking cessation; and • Pursuit of preventative health care services • Under each of these 3 target areas, 4 components need to be addressed • Assessment of employee health • Educational materials • Rewards program • Measurement tool
How to apply • Program is administered by the Indiana State Department of Health • www.wellnesstaxcredit.gov • Program outline must be submitted through website by annual deadline
Once it is submitted… • Plan is reviewed by the wellness tax credit advisory board • Either approved or denied • Applicant is notified of advisory board decision • Advisory board typically meets every other month throughout the year
If you are denied • Notified of denial • Feedback given on necessary improvements • Able to make corrections, and re-submit in the same year (before annual deadline) • There is no restriction on number of times application can be submitted in a year
If you are approved • Notified of approval • Considered a certified wellness program by the Indiana State Department of Health • Certificate of approval is sent to you • Application is submitted each year for approval • Able to apply for tax credit through Department of Revenue • Congratulations on making the health of your employees an priority!
How do I get started? Jane Ellery, Ph.D. Fisher Institute for Wellness and Gerontology Ball State University
Partnerships - Internal • Hire a Wellness Manager – or send an employee for professional development • Wellness Committee • WELLNESS CHAMPION • Human Resources • EAP • Safety/OSHA • Training and Development • Who else?
Partnerships - External • Organizations • Indiana State Department of Health/Division of Nutrition and Physical Activity • Wellness Councils of America/Wellness Council of Indiana/Indiana Chamber of Commerce • National, State, and Local Non-Profits • Service Providers • Independent Contractors • Health Plans • Benefit Brokers • Universities – BSU Health Fellows/Building Better Communities
Assessment of Employee Health • Health Risk Assessment/Appraisal or an Individual Wellness Assessment • Coordinated through a service provider, your health plan, or internally • Questionnaires specific to weight, smoking or preventive health services • Which preventive health services?
Educational Materials/ Interventions InShape Indiana (www.in.gov/inshape/) Self-care Programs Lunch and Learns Incentive Campaigns Walking Clubs Fitness Center Memberships Online Offerings (www.sparkpeople.com) Telephonic Call Lines/Coaching Services “Game Show” Style Competitions
Rewards Program Premium reductions/Fitness memberships Water bottles/tee shirts/drawings Recognition lunches/dinners Gift cards/shopping vouchers Extra personal leave Talk to your employees… Think carefully about the rewards and how you are using them! The goal is long term change not temporary change.
Measurement Tool Identify the expected outcomes related to your wellness plan, and tell us how you are going to determine if you achieved these outcomes. Weight loss campaign – how are you measuring weight loss? By group or by individual? Walking campaign – are you measuring total steps or total miles? Smoking cessation – will you only accept “completely smoke free” or is cutting back okay?