1. HEALTH CARE AND HUMAN SERVICES POLICY, RESEARCH, AND CONSULTING - WITH REAL-WORLD PERSPECTIVE. ADRC Fully Functional Criteria & Readiness Assessment 2010 AoA, CMS, and VA Grantee National Meeting February 22-24, 2010 Alexandria, Virginia

2. www.adrc-tae.org 2 AoA/CMS Vision for Coherent Systems Management

3. www.adrc-tae.org 3 Perspective of an ADRC from the Outside Inside

4. www.adrc-tae.org 4 Single Entry Point or Process Single Entry Point – one organization serves as the main door in each community through which consumers can access information, referral, assistance, assessment and eligibility determination (with support of partnering organizations) Single Entry Network or Process – network of partnering organizations offer multiple doors through which consumers can access standard and consistent information, referral, assistance, assessment and eligibility determination processes

5. www.adrc-tae.org 5 Criteria of a Fully Functioning ADRC/SEP Outlines the vision to work toward Leaves room for different models Specifies metrics in nine areas: Awareness and Information Assistance Access Target Populations Critical Pathways to Long Term Support Partnerships and Stakeholder Involvement IT/MIS Evaluation Activities Staffing and Resources

6. www.adrc-tae.org 6 Notable Best Practices Awareness and Information – Minnesota Publically accessible web-based statewide resource database Minnesotahelp.info Large network of community organizations lead consumers to ADRCs Assistance – Wisconsin I&R Specialists, Disability Benefits Specialists Well-developed Options Counseling standards and training Access – New Hampshire and South Carolina NH – co-located all eligibility determination functions onsite SC – electronic referrals, electronic applications

7. www.adrc-tae.org 7 Getting Started: Lessons Learned Think big - across programs at all levels - state, local, individual Include all consumer and disability groups in planning right from the start, even if they will not be part of your initial target population Seek out partnerships, both obvious and less obvious Integrate processes in systems across programs, especially IT Develop metrics by which you know your programs are operating efficiently and you are achieving your goals - measure against those metrics!

8. www.adrc-tae.org 8 Transitioning to an ADRC: Assessing Readiness and Making the Change Awareness & Information Public Education Information on Options Assistance Options Counseling Benefits Counseling Employment Options Counseling Referral Crisis Intervention Planning for Future Needs Access Eligibility Screening Private Pay Services Comprehensive Assessment Programmatic Eligibility Determination Medicaid Financial Eligibility Determination One-Stop Access to all public programs CONSUMER ACCESSASSISTANCE AWARENESS & INFORMATION

9. www.adrc-tae.org 9 The Readiness Assessment Tool Purpose To assess an organization or network of organizations’ capacity to perform ADRC functions Accessing the Readiness Assessment Survey Available on the internet at the TAE website www.adrc-tae.org/readiness

10. www.adrc-tae.org 10 The ADRC-TAE Online Readiness Assessment Tool was designed by The Lewin Group to assist organizations in evaluating their readiness to perform the key functions of Aging and Disability Resource Centers (ADRCs). The Tool provides immediate feedback regarding organizational capacity to perform key functions and links to online resources that describe program characteristics, operations and capacity required of ADRCs. Try it now!ADRC-TAE Online Readiness Assessment ToolTry it now!

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13. www.adrc-tae.org 13 The On-Line Readiness Assessment Survey – Three Easy Steps Step I – Provide basic background information about your organization and create a unique password. This will ensure the confidentiality of your responses and will enable you to save your survey and return to it in the future, if needed. The password you create will also be required to access your ADRC Readiness Assessment Results which will appear after you have submitted the completed survey for analysis.

14. www.adrc-tae.org 14 The On-Line Readiness Assessment Survey – Three Easy Steps Step II – Complete the ADRC Readiness Assessment Survey. The survey asks you to provide information about your organization in seven key functional areas of ADRCs: 1. Organization and Governance 2. Personnel Management and Training 3. Service Delivery and Operations 4. Outreach and Marketing 5. Information Technology and Management Information Systems (IT/MIS) Capacity and Support 6. Partnerships 7. Evaluation and Monitoring

15. www.adrc-tae.org 15 The On-Line Readiness Assessment Survey – Three Easy Steps Step III— Review your responses and submit your completed survey for analysis.  Results & Feedback After the completed survey is submitted, your ADRC Readiness Assessment Results will appear on the screen. These Results will detail your organization's level of readiness in the main areas covered in the survey and offer links to resources that may help your organization build capacity in these areas.

16. www.adrc-tae.org 16 Accessing the Readiness Assessment Tool Available in booklet form—items are organized into sections just like the web-based tool each section is completed and scored manually provides feedback list of resources

17. www.adrc-tae.org 17 Technical Assistance Exchange www.adrc-tae.org The Lewin Group | Health care and human services policy research and consulting | www.lewin.com www.lewin.com 3130 Fairview Park Drive, Suite 800 Falls Church, VA 22042 From North America, call toll free: 1-877-227-5042 inquiry@lewin.cominquiry@lewin.com The Lewin Group is an Ingenix Company. Ingenix, a wholly-owned subsidiary of UnitedHealth Group, was founded in 1996 to develop, acquire and integrate the world's best-in-class health care information technology capabilities. For more information, visit www.ingenix.com. The Lewin Group operates with editorial independence and provides its clients with the very best expert and impartial health care and human services policy research and consulting services. The Lewin Group and logo, Ingenix and the Ingenix logo are registered trademarks of Ingenix. All other brand or product names are trademarks or registered marks of their respective owners. Because we are continuously improving our products and services, Ingenix reserves the right to change specifications without prior notice. Ingenix is an equal opportunity employer. Original © 2008 Ingenix. All Rights Reservedwww.ingenix.com Carrie Blakeway Senior Consultant carrie.blakeway@lewin.com 703-269-5711 Gilbert Thompson Consultant gilbert.thompson@lewin.com 703-269-5752