Driving Impact: The Case for Local, Evidence Based Coordination in Veteran and Military Family Services and the AmericaServes Initiative A Local, Impact-Focused, Coordinated Partnership, Providing Services, Resources and Care to Servicemembers, Veterans and Military Families

Agenda Executive Summary Barriers to Better Outcomes The Opportunity The Value Proposition AmericaServes: Getting to Scale More Effectively and Efficiently Opportunity in Practice: NYCServes Future State Appendix Agenda

AMERICASERVES OBJECTIVES Executive Summary OUR VALUE PROPOSITION AMERICASERVES AMERICASERVES OBJECTIVES Our work in a growing number of communities – including NYC, Charlotte, and Pittsburgh – gains commitment from key public, private, and nonprofit stakeholders Stakeholders jointly endorse and support a common agenda that improves resource and service delivery for veterans and their families Generate greater organizational impact Improved individual outcomes for veterans and their families Produce sufficient ROI for network sustainment Develop trusted public, private partnerships between local communities and government OUR SOLUTION We offer communities tailored networks of public, private, and nonprofit resource providers who are committed to coordinating service delivery to veterans and their families We approach these communities with resources to see the work implemented and remain engaged through governance, oversight, and measurement By coordinating access to providers offering supportive services we are able to monitor and achieve the following outcomes: More veterans obtain and utilize more resources Consistent referral enablement Enables each organization to do what they do best Quality across the continuum Providers gain a better understanding of veteran needs

Barriers to Better Outcomes BARRIERS TO ACCESS Annually, nearly is spent to support veterans, yet many needs go unmet due to fragmented and complex service delivery models $156B 53M For Veterans, Servicemembers, Military Families For Public, Private Nonprofit Providers Am I eligible? Where do I go? What is available to me? Can I self-triage my needs? Lack trust and confidence in other providers Work outside their scope Minimal understanding of other provider capabilities The market desperately needs coordination to holistically serve the nation’s veterans, spouses and dependents UNIQUE CHALLENGES BY PROVIDER TYPE UNIQUE CHALLENGE IN COMMUNITIES COMMUNITY AND PRIVATE SECTOR I need to invest my resources in way that ensures a ROI GOVERNMENT I cannot move quick enough to implement new initiatives I don’t trust another organization to adequately serve my veteran’s needs… I’ll just do it myself NONPROFITS AND VETERAN SERVING ORGANIZATIONS Hundreds of public, private, and nonprofit organizations serving veterans and their families Communities lack sufficient coordination to bridge the gap among providers With >$100M in available public and private benefits and resources

The Opportunity THE SOLUTION THE NEED THE PROBLEM CALL TO ACTION But rather, a lack of collaboration, coordination and collective purpose THE SOLUTION Maximize and sustain positive impacts on veterans and military families… through improved evidence-based coordination of resources, services, and care THE NEED Develop a Collective Impact model – an innovate and proven approach to cross-sector collaboration … a fundamental paradigm shift for how organizations can partner to tackle complex social problems THE PROBLEM There is a persisting gap in services for veterans, and military families Not from lack of resources, programmatic and functional effort… CALL TO ACTION "Despite what you may have heard, we're very much in favor of community care. We think the system of the future will be a VA system with a VA nucleus and a community care system that surrounds it." “One size does not fit all and the initiatives that have worked well so far… can’t just be imposed on every community…The best ideas I see as I go around the country generally happen from the bottom up, not the top down.” -General Martin Dempsey, Chairman of the Joint Chiefs of Staff FROM DOD FROM NONPROFIT SECTOR “Collective impact starts with collective purpose, and the nonprofit sector always has to remind itself that we’re a means to an end, we’re not an end in and of ourselves; that may mean that we’re often referring a client or a funder to someone else.” -Jacob Harold, President and CEO, GuideStar USA FROM VA http://www.stripes.com/news/veterans/dempsey-lauds-la-s-vets-initiatives-but-says-jobs-still-a-priority-1.336167 -Bob McDonald, Secretary of the US Department of Veterans Affairs

The Value Proposition FOR: VETERANS, SERVICEMEMBERS, MILITARY FAMILIES Referred only Network Providers for which they are eligible Monitor to verify spectrum of services are addressed Multiple entry points into network: In person, online, and via toll-free Reduce time to identify appropriate providers; simplified navigation Accommodate for provider preference and location Ability to provide feedback on experience. Outcomes inform practice and procedure Referral management platform; reduced redundancy Analyze provider offering, eligibility, capacity FOR: PROVIDERS FOR: FUNDERS Data collection; real-time trend analysis Brand value enhancement Capture critical client information Invest in network of vetted providers Capacity to track and measure outcomes Providers adhere to quality standards of service Framework is grounded in evidence based research Capacity to scale in communities

AmericaServes: Getting to Scale More Effectively and Efficiently Business Case: IVMF brings the capital to each of these communities to seed AmericaServes IVMF has garnered support from DoD, allowing providers to work further upstream from the point of separation The VA has established a partnership with IVMF to stand up MyVA Communities in each AmericaServes market and has provided VACO approval for local VHA/VBA to participate in AmericaServes In July, congress introduced the Veterans Benefits Network Act to authorize the VA to establish a discretionary grant program to subsidize AmericaServes IVMF has worked ‘boots on the ground’ in communities across the country to help seed, develop, and prepare communities for coordination. We’re at a point in our evolution where we can bring markets to scale more quickly, providing governance, oversight and by relying on the leadership of existing markets Our success has been in customizing the solution for the local community and not being prescriptive in the application of collective impact Starting in September, IVMF will travel to nine cities to socialize AmericaServes AmericaServes Socialization Tour Sept ’15 – Feb ’16 Boston, Massachusetts Chicago, Illinois Jacksonville, Florida Orlando, Florida San Antonio, Texas Dallas, Texas San Diego, California Los Angeles, California Seattle, Washington

Opportunity in Practice: NYCServes NYCServes launched in December 2014, including 40+ public and private providers who are committed to transforming how military families connect to care, services and resources. Highlights from NYCServes’ First Two Quarters: [Data as of 1 June 2015] 712 980 Discrete requests for services, resources, and care 435:43 Referral Acceptance to Rejection 522 Referrals In Process Unique veterans, service members, and military families Based on the success of NYCServes, the team has expanded AmericaServes into 3 communities in 2014, with 4 additional communities currently being planned for 2015 + = 34% of requests = 23% of requests = 24% of requests = 21% of requests Deploying a clear strategy to build and scale the AmericaServes brand Ability to track in real time the most in-demand service domains Analyzing recurring correlations in data requests to inform process

Future State In the next year, IVMF will expand AmericaServes into 10 communities and set the conditions for more than 50 by the end of 2018. Reduces time to identify appropriate providers; simplifies navigation Supplement with the process and protocol to enable communities to coordinate services, resources, and care for veterans, transitioning service members and military families Integrate AmericaServes into 10 communities by the end of 2016, 30 by the end of 2017 and >50 by the end of 2018 Ensure both sustainability and scalability of public-private partnership models; using measurement and evaluation to transfer the responsibility to the public sector Develop provider networks that serve disadvantaged populations while also providing resources and care that focus on prevention Redistribute funding to localized human capital Coordination Center and resources in the form of sub awards AmericaServes Networks focus on providing resources that enable individuals to work further up the health continuum

AmericaServes: Historical Overview 01/14 05/14 9/14 1/15 5/15 09/13* Strategy Development & Implementation NYCServes Planning Grant NYCServes Go-Live (Through 4/2016) NCServes - Metrolina 9/15 1/16 5/16 Strategy Development & Implementation PAServes Go-Live (Through 9/2017) PAServes - Metrolina NCServes Metrolina Go-Live (Through 7/2017) The Opportunity The Opportunity Seeded by a planning investment from Robin Hood Foundation to coordinate services in NYC’s 5 boroughs In under 2 years, AmericaServes will be live in 3 markets with funding to expand into an additional 4 markets before the end of 2016 By identifying efficiencies and streamlining strategy and implementation, AmericaServes markets are able to scale more quickly and effectively Through the leading investment of nationally recognized investors, IVMF is able to introduce this innovative concept to local philanthropy Challenged to get to scale more quickly, IVMF will travel to 9 target markets to socialize AmericaServes and set conditions for expansion NCServes – Raleigh/Durham Planning Grant SCServes Planning Grant AmericaServes Tour Nationwide Socialization Network Go-Live

Care Coordination Platform Screenshots

Consumer Facing Ability to filter by service type Download Network Provider qualifications Request services directly from Network Provider Easy access and entrance into the Network for veterans, servicemembers and military families

Accountable Reporting Track referrals by Network Provider Service type Utilization Consumer demographics (era served, discharge, branch of service) Total Vetfiles Additional detail available for Vetfiles assigned to specific Network Providers Coordination Center captures key data to determine eligibility and preferences Coordination Center tracks status as consumer navigates through the spectrum of services

CONTACT: Colonel Jim McDonough (U.S. Army, Ret.) Managing Director for Community Engagement and Innovation Institute for Veterans and Military Families Syracuse University p 315.415.4050 e jdmcdono@syr.edu