1. Vignetta Charles, PhD Senior Vice President, AIDS United November 13, 2014

2.  Very brief overview of changing landscape  Changing nonprofit mindframe  Sector Transformation Process Options Opportunities  Tips for Successful Transformation  Information and funding opportunities to support sector transformation

3. High-Impact Prevention G#1: Reduce HIV Infections G#2: Increase Access to Care INCREASE POSITIVE HEALTH OUTCOMES G#3: Reduce Health Disparities

4. Island Image

5. Bridge Image

7.  Embrace accountability and outcomes  Know your assets and liabilities  Understand contracting and collaborations  Balance social justice and business

8. EDUCATE CHANGES Policy Financing Service Delivery Systems ISSUES: Identity Business Model SKILLS: Advocacy Scenario Planning Succession Planning ENERGIZE/ CATALYZE Assess Organizational Readiness Executive Director Board Staff Clients Engage National & Local Funders Trust Building EXPLORE Actively support organizations to: Explore options Identify possible partners Test feasibility DECISION Merge Grow Go EXECUTE Actively support organizations to engage in a structural transformation process Collaborations Business Model Conversion (ASO to FQHC) Strategic Alliances Strategic Restructuring Responsible Closure 4-Stage Sector Transformation Process

9. Merge, go, grow

10. Founding IdentityEvolving Identity Current Business Model New Business Model ASO to FQHC Conversion Collaboration: Info Sharing Referrals Joint Planning ASO Sector Transformation Model Responsible Closures (To Ensure Continuity of Care!!!!) Responsible Closures (To Ensure Continuity of Care!!!!) Strategic Restructuring: Accountable Care Organizations Mergers Acquisitions Strategic Restructuring: Accountable Care Organizations Mergers Acquisitions Strategic Alliances To Develop New Service Models: Admin. Consolidation Formal Co-education Preferred Provider Referrals Resource Sharing/Contracting Cash, Staff, EHR, etc. Co-location Integration w/ Primary Care Strategic Alliances To Develop New Service Models: Admin. Consolidation Formal Co-education Preferred Provider Referrals Resource Sharing/Contracting Cash, Staff, EHR, etc. Co-location Integration w/ Primary Care

11. Heath B, Wise Romero P, and Reynolds K. A Review and Proposed Standard Framework for Levels of Integrated Healthcare. Washington, D.C.SAMHSA-HRSA Center for Integrated Health Solutions. March 2013 6 Levels of Collaboration/Integration

12.  New Partnerships Improved services for clients  New Service Delivery Models Increased clients engaged and retained in care  New Staff Opportunities Different skillsets Evaluation Insurance navigation Billing options

13. Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011

14.  Financial state of your organization (and that of any viable partners)  Understanding the external environment  Organizational structure  Executive Leadership committed to the outcome Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011

15.  Inform and involve your staff  Organizational culture integration  Give the process its due diligence Make a plan Realistic timeframe Clear decision-making process and points Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011

16.  Continued assessment of financial stability New opportunities?  Take care of your staff Build staff cohesiveness and morale  Market your new “brand” Clients/consumers Funders Other community organizations Adapted from “What do we know about nonprofit mergers? “ Wilder Research and MAP Nonprofits, 2011

17.  Don’t lose sight of the benefits to your clients  Be open to vertical & horizontal partnerships  Embrace the MBA in you! Know your costs & outcomes Contracting & MOUs Learn how to sell yourself  Get your Board on Board! Upcoming NCIHC webinar AIDS United Informing the Field archived webinar http://www.aidsunited.org/Resources/Tools-0024-Tips-for-CBOs.aspx  Use merger consultants  Funder involvement Ask for coverage of your time for transformation

18.  Head in the Sand  Ego / Identity  Funds  Time

20. NCIHC

21.  The Current State of ASOs/CBOs Tuesday, December 16 @ 3PM ET  Topics this spring include: Getting your board on board Growing vs. responsible closure Developing pharmacy services at your organization Models for merger and affiliations with health care organizations Plus more!  Webinars are now on-demand at the Center’s website

22.  Individualized technical assistance available for Ryan White-funded ASOs/CBOs  TA is focused on enhancing organizational sustainability and/or improving outcomes for people living with HIV/AIDS

23. NCIHC Contact Info  www.nationalhivcenter.org  nationalhivcenter@fenwayhealth.org  617.927.6028

24. AU: Ending AIDS Strategic Grantmaking Capacity Building Formative Research Policy & Advocacy Ending AIDS

25. Sector Transformation Program Description  AIDS United is providing funds and technical assistance to: Help the HIV/AIDS sector demonstrate its relevance, Create seamless prevention, care and treatment service models, Ensure the sector viability in the midst of vast changes in healthcare policy, financing and service delivery models. These investments change not only community-based organizations, but entire health service delivery systems.

26. Community Education & Facilitated Conversations Exploration of Potential Partners & Models Strategic Alliances Strategic Restructuring Responsible Closures to ensure Continuity of Care AIDS United supports these 3 areas of sector transformation

27. AU Support  Grants  Technical Assistance  Informing the Field Webinars Technical Assistance  Former CBO Executive Directors  Lawyers  Meeting Facilitation  Strategic Planning Consultants  Health Policy Experts  Third-Party Billing Experts

28. Examples of Investments  ASO Merger  Medical Health Home Merger  HIV and Primary Care Integration  Coalition Creation to avoid duplication of services  Executive Director Merger Support

29. AIDS United Sector Transformation Contact Info  Please use the following contact information to learn more about the Sector Transformation program at AIDS United and/or to submit a Letter of Inquiry for financial or technical assistance resource:  st@aidsunited.org  http://www.aidsunited.org/Programs-0024- Grantmaking/Sector-Transformation.aspx

30.  Do homework Read about others’ experiences Find templates  Find funders who will finance the process  Confidentiality Non-disclosure agreements

31.  Trust  Transparency  Transition

32. All great changes are preceded by chaos

33. Vignetta Charles, PhD Senior Vice President AIDS United vcharles@aidsunited.org

34.  Webinars will soon be available on our website for on-demand viewing: www.nationalhivcenter.org www.nationalhivcenter.org  Slides from today’s presentation will be emailed to all webinar participants later this afternoon.  Please complete the evaluation at the end of the webinar. Your feedback will inform our programming.  If you are interested in individualized technical assistance, please email us at nationalhivcenter@fenwayhealth.org. nationalhivcenter@fenwayhealth.org  Join us for our next webinar! Engagement as Prevention: The HIV Continuum of Care in Action Wednesday, December 10 at 1:00 PM ET (Find a link to register at our website: www.nationalhivcenter.org )www.nationalhivcenter.org