Technical Assistance to Support the ADRC Grantees June 2004 The Lewin Group

1 Technical Assistance u Jointly provided by AoA funded ADRC Technical Assistance Exchange (ADRC-TAE) and CMS Community Living Exchange Collaborative (CLEC)  ADRC-TAE through The Lewin Group  CLEC supports nearly all of CMS System Change grants –Rutgers University, Independent Living Research Utilization (IRLU), National Academy of State Health Policy and others u Focuses on Major Components/Requirements u Relies on Multiple Sources for Knowledge Transfer u Uses Proven Techniques of Reinforced Learning

2 Major Components/Requirements u ADRC Service Components  Program Eligibility  Private Pay u Stakeholder Input & Partnerships u Financing u Business Operations  Critical Pathways u IT & MIS u Evaluation

3 Coordinated Knowledge Transfer Framework Information Sources * LTC-TAC Faculty * LTC experts * State Peers * Research Literature * Grantee Meetings/ Teleconferences * Listserv Discussions * Web site Knowledge Development/ Synthesis On-Site TA Recipients & Grantees Stakeholders * State Agencies * Consumers/Families * Aging Network * Service Providers * Program Staff * Private Insurers * Legislators/Regulators * General Public Knowledge Exchange/ Feedback Knowledge Dissemination & TA Knowledge Needs/Materials Refinement Feedback

4 Reinforced Learning Process Individualized Knowledge Teleconferences Needs Assessment, TA Plans On-site Assistance Standardized Knowledge Listservs Web Site Content National Meetings & Regional Teleconferences AoA, Experts, TA Collaborative State Expertise

5 Issue Briefs u Consolidate multiple research efforts u Highlight key elements u Make relevant to ADRCs u Provide “real life” examples u Try to keep to less than 10 pages u Provide sources for more detail

6 Issue Briefs Available to All u Building an ADRC Business Plan - The Basics u State IT System Survey u Medicare Modernization Act Relevance to ADRCs u Online Screening & Applications u Fast-track Eligibility & Presumptive Eligibility u Evaluation Framework u Facilitating a Productive Advisory Committee u Marketing to External Audiences

7 Resource Documents and Tools u Consolidated information for a particular topic  I&R Software Matrix  Web-based Resource Databases  Web-based Housing Registries  Intake, Assessment, etc. Matrix u Documents from the field  RFPs, forms, brochures, etc. gathered from the field (grantees and other relevant organizations) u Tools and templates created to assist the grantees with particular activities  MIS User Requirements Solicitation Tool  Cost/Savings Worksheet  Business Model Template

8 Teleconferences u Topics based on grantee needs u Background materials and/or slides in advance u Expert or state representatives featured u Summary, including questions and answers, posted on website

9 On-Site Technical Assistance u Support grantees with other stakeholders u Facilitate meetings u Individualized TA needs

10 National Meetings u Permit in-person exchange among grantees  Opportunity for peer-to-peer TA u Tackle issues more in-depth u Reinforce federal messages u Two each year

11 Grantee and Other ADRC Materials u Grantees share what they think might be helpful u Grantees share in response to other grantees request u TA staff gather materials from other sources

12 Record Activities and Progress u Developed TA Tracking Tool u Organized around key work plan activities u Capture baseline and progress u Record all requests and responses

13 Website – ADRC-TAE.org u Primary Mechanism to Disseminate & Exchange Info.  Issue Briefs  Resource Materials:  Online Discussions  Calendar of Events  Background materials for upcoming TA events  Summaries of past TA events  Surveys of grantees  Materials grantees want to share  TA Tracking Tool Reports u Hope to Build a Grantee Online Community