1. FFY18 Reporting Season ACL Regional Staff and SUA Opening Webinar
Administration for Community Living
FFY18 Reporting Season ACL Regional Staff and SUA Opening Webinar
Jennifer Tillery | ACL Office of Performance and Evaluation
Holly Greuling | ACL Office of Performance and Evaluation
Lisa Sherman | WellSky
December 6th 2018
Maximizing the independence, well-being, and health of older adults, people with disabilities across the lifespan, and their families and caregivers.
SUA Webinar

2. Agenda Acknowledgements OAAPS & The Redesigned SPR
The National Ombudsman Reporting System (NORS)
The AGing Integrated Database (AGID)
Review the FFY2018 Reporting Schedule
WellSky SRT Demonstration
Discuss Checking, Reviewing, and Analyzing State Reports
NSIP Presentation
NSIP Question and Answer Session
Open Forum
SUA Webinar

3. Acknowledgements General Information
In September 2018, Mediware Information Systems Inc. was rebranded. The new name replacing Mediware is WellSky.
Per WellSky, there is no change in ownership, there was no acquisition by another company, there will not be any leadership changes. It was simply a rebrand to better reflect the mission and direction of the company.
Per WellSky, the same staff that worked under Mediware in support of ACL and the National Aging Network are in place.
For information or questions concerning Mediware/WellSky, please contact:
Anthony DeCarolis, WellSky Senior Sales Consultant
Phone:
SUA Webinar

4. Acknowledgements OAAPS Rollout: Postponed
ACL recognizes data changes require time and resources to implement. The beginning of data collection using the new SPR requirements has been delayed by one year, to October 1 of The first report using OAAPS will be due to ACL in January 2022.
*The National Ombudsman Reporting System (NORS) data is still on track to be reported using OAAPS without any delays.
For information or questions concerning the redesigned SPR or OAAPS, please contact:
Laura House, Program Analyst
Phone:
SUA Webinar

5. Acknowledgements OAAPS Rollout: Postponed
Please note the Older Americans Act (OAA) Titles III and VII (Chapters 3 and 4) State Performance Report (SPR) delay does NOT alter the implementation of the Title VII Long-Term Care Ombudsman Program revised data collection, the National Ombudsman Reporting System (NORS).  The revised NORS data collection will be in effect starting October 1, 2019.
For information or questions concerning NORS, please contact:
Louise Ryan, Ombudsman Program Specialist
Phone:
SUA Webinar

6. AGing Integrated Database (AGID)
Acknowledgements
AGing Integrated Database (AGID)
The AGing Integrated Database (AGID) is an on-line query system based on ACL-related data files and surveys, and includes population characteristics from the Census Bureau for comparison purposes with SPR data that is accessible by the public.
Link:
SUA Webinar

7. AGing Integrated Database (AGID)
Acknowledgements
AGing Integrated Database (AGID)
ACL’s Office of Performance and Evaluation has decided to use AGID to post updated technical documents related to the new OAAPS. AGID will be the primary place to locate the most recent technical documents until OAAPS is publically available. The link to the redesigned SPR and OAAPS resources via AGID :
SUA Webinar

8. Version Control for new OAAPS and SPR Resources
Acknowledgements
Version Control for new OAAPS and SPR Resources
The new webpage includes new and up-to-date documentation for the redesigned SPR and the new reporting system, the Older Americans Act Performance System (OAAPS) documents, with a version control method to track revisions. 
SUA Webinar

9. Version Control for new OAAPS and SPR Resources
Acknowledgements
Version Control for new OAAPS and SPR Resources
If a major change is made to any OAAPS or SPR Resource, the version number before the decimal will increase. (i.e: version 1 would change to version 2) If a minor change is made to any OAAPS or SPR Resource, the version number after the decimal will increase. (i.e: version 1.0 would change to version 1.1)
SUA Webinar

10. FFY2018 SPR and NSIP Deadlines
January 31, 2019: SPR and NSIP Reports are due (Must Include NSIP Numbers):
Run 2 Year Comparison & Service Unit and Expenditure Report for FFY2017 to FFY 2018.
Begin dialogue with ACL Regional Office State Liaison on significant variances (+/- 10%) .
SUA Webinar

11. FFY2018 SPR and NSIP Deadlines
February 8, 2019: NSIP Variance Explanations are due.
States prepare and send explanations of significant differences (+/- 10% ) to their ACL Regional Office State Liaison for both home-delivered and congregate NSIP meal counts.
February 22, 2019: NSIP Certification is due. States & ACL Regional Office State Liaisons must certify NSIP data.
*NOTE: A delay with one state’s NSIP certification delays the NSIP grant disbursement for all states.
SUA Webinar

12. FFY2018 SPR and NSIP Deadlines
February 8, 2019: SPR Variance Explanations are due.
Run 2 Year Comparison & Service Unit and Expenditure Reports (FFY2017 to FFY2018).
Send on significant variances (+/- 10%) to your ACL Regional Office State Liaison.
March 25, 2019: SPR Certification: States & ACL Regional Office State Liaisons must certify FFY18 SPR data.
*NOTE: ACL Regional Office State Liaisons will distribute SPR confirmation s to SUA Directors and State data coordinators. Once the FFY18 data has been finalized, no changes will be permitted and the data will be locked.
SUA Webinar

13. SRT Demonstration
For information or questions concerning the State Reporting Tool (SRT), contact:
Lisa Sherman, WellSky OR Robyn Hesse, WellSky
SUA Webinar

14. SUA Webinar

15. SUA Webinar

16. SUA Webinar

17. SUA Webinar

18. SUA Webinar

19. SUA Webinar

20. SUA Webinar

21. State Reporting Tool (SRT) Software Issues
As always, if you come across any issues, please report them to the WellSky support team immediately and copy Lisa and Robyn in your .
To report technical concerns regarding the State Reporting Tool (SRT) or site, contact:
Lisa Sherman, WellSky OR Robyn Hesse, WellSky
SUA Webinar

22. Acknowledgements New Staff
Remember: WellSky is here to assist staff with learning how to navigate the SRT. They will not report any data but can help with explaining how to navigate through the State Reporting Tool (SRT).
SUA Webinar

23. Reviewing and Analyzing State Reports
Check for
Missing Data
Identify Discrepancies
Review data for typos &
Check for Miscalculations
Identify Significant Variances 10% increase OR decrease
Provide Variance Explanations
How has the units increased, while the cost decreased? Why has the units decreased, while the cost increased?
Data Is
Accurate
Update ACL Regional Office State Liaisons
Inform ACL Regional Office State Liaisons on
“significant variances [±10% ]”.
Explain in a clear and succinct manner how the number of individuals served, units and expenditures relates to the variance.
SUA Webinar

24. Utilizing Templates
SUA Webinar

25. Reviewing the 2 Year Comparison Report
Are we serving our target population of clients with 3+ ADLS?
Personal Care : [Possible Error] Individuals Served (Increase) & cost and units provided
(Decrease)
Adult Day Care : [Typo] Mistakenly entered a 6,120,610 instead of 8,120,610 (24.62% vs. 0%)
SUA Webinar

26. The Service Unit & Expenditure Report
2x’s the national average
Continuously increasing
A significant difference amongst all states
SUA Webinar

27. Reviewing the Client Characteristics Report
Why does Chore Services have a high percentage of missing data?
SUA Webinar

28. Nutrition services Incentive Program (NSIP) Overview
Presented By: Holly Greuling, ACL’s Senior National Nutritionist
December 6th 2018
SUA Webinar

29. OAA Nutrition Funding Sources
Title IIIA: Nutrition Services Incentive Program
Title IIIC-1: Congregate Nutrition Services Program (NSP)
Title IIIC-2: Home Delivered Nutrition Services Program (NSP)
SUA Webinar

30. Brief Funding History USDA originally administered this funding
Cash in Lieu of Commodities
Support American Farmers
AoA administers this funding
Incentivize higher meal counts

31. NSIP may not be used for:
Program costs,
Administration costs,
Meal production costs,
Nutrition education,
Nutrition counseling

32. NSIP may be used for:
Purchasing domestically grown or processed food

33. Verification Methods
Auditors may verify NSIP’s domestically grown food product requirements through
Review of policies and procedures, or
Review of food vendor invoices to verify amount purchase is equal to or exceeds NSIP funding

34. Vendor Invoice Example
Product Description
Product Origin
Pack Price
Pork Chop, bone in, 4 oz. EP
USA
$ 85.00
Milk, 2%, 1/2 pint
Illinois
$ 12.05
Apple Sauce, unsweetened
Chile $
Strawberries, Fresh
Mexico $
Rice, wild
China $

35. Agency Eligibility Eligible Agencies are funded (in part or whole) by:
OAA Title III-C-1
OAA Title III-C-2
OAA Title III-E (occasionally)
OAA Title VI

36. Agency Ineligibility Medicaid Waiver Programs
Other Means-tested Programs
Private pay systems

37. Participant Eligibility
Individuals participating in an OAA funded program are eligible
Individuals that are eligible to participate in an OAA funded program are eligible

38. Meal Eligibility Meals served must meet all OAA nutritional standards
For information or questions concerning the OAA Nutritional Standards, please contact:
Holly Greuling, ACL’s Senior National Nutritionist

39. NSIP Variance Report Example
Service and Expenditure
Units of Service FFY2017
Units of Service FFY2018
Units of Service
% Diff.
Explanation
NSIP Home Delivered Meals
1,000 
1,100 
+10%
n/a
NSIP Congregate Meals
700 
-30%
Hurricane damage caused many sites to close

40. SPR or SRT Technical Assistance
SPR Questions (Reporting Data)
1st Contact your ACL Regional Office State Liaison
2nd Contact ACL Central Office
Lan Marshall, Call: (202)
SRT Technical Assistance (Software)
cc: Lisa Sherman,
After Hours : January 7th through January 25th
Contact: Robyn Hesse
Call: (703)
SUA Webinar

41. References
For information during a SUA Directors meeting on SPR data, the SRT, or your states performance, please contact:
Jennifer Tillery, ACL SPR/SRT Program Manager & COR
For information or questions concerning the OAA Nutritional Standards, please contact:
Holly Greuling, ACL’s Senior National Nutritionist
For information or questions concerning the redesigned SPR or OAAPS, contact:
Laura House, ACL Program Analyst
**The link to the redesigned SPR and OAAPS resources via AGID**
For information or questions concerning the State Reporting Tool (SRT), contact:
Lisa Sherman, WellSky OR Robyn Hesse, WellSky
For information or questions concerning NORS, please contact:
Louise Ryan, Ombudsman Program Specialist
SUA Webinar

42. Questions
Does anyone have questions or concerns on any of the material presented?.
Main Topics Covered
OAAPS & The Redesigned SPR
The National Ombudsman Reporting System (NORS)
The AGing Integrated Database (AGID)
Review the FFY18 Reporting Schedule
WellSky SRT Demonstration
Discuss Checking, Reviewing, and Analyzing State Reports
NSIP Presentation
This recording will be posted on the SRT website:
SUA Webinar

43. THANK YOU FOR ATTENDING TODAY’S WEBINAR
Administration for Community Living
THANK YOU FOR ATTENDING TODAY’S WEBINAR
Jennifer Tillery | ACL Office of Performance and Evaluation
SUA Webinar