1. Coordinated Assessment Presented by USICH and HUD March 20, 2012

2. http:/www.usich.gov/ 2 Panelists  Kristy Greenwalt, Director of Housing Policy & Research, USICH  Ann Oliva, Director, Office of Special Needs Assistance Programs, HUD  Matt White, Senior Associate, Abt Associates, Inc.

3. http:/www.usich.gov/ 3 Webinar Format  Call will last approximately 1 hour and 15 minutes  We have reserved an additional 15 minutes at the end of the webinar for Q&A.  Audience members who would like to pose a question can do so at any time through the “questions” function found in the “GoToWebinar” toolbar.  Call audience members are “muted” due to the high number of participants.  Call will be recorded.

4. http:/www.usich.gov/ 4 Webinar Purpose  At the end of this webinar, participants will be able to:  Explain the purpose of coordinated assessment.  Identify the many possible system configurations of coordinated assessment.  Apply the strengths and weakness of each configuration to their communities’ unique context.

5. http:/www.usich.gov/ 5 Why Coordinated Assessment?  Coordinated assessment is a powerful tool for improving system-wide entry, assessment, and referral processes.  Process components include: Access point(s) – virtual or specific site location Screening and assessment process (prevent/divert/admit) Information about available services and programs Real-time knowledge about program inventory and capacity Referral and waitlist management Enrollment/admission decision criteria

6. http:/www.usich.gov/ 6 Why Coordinated Assessment?  Designed to improve the following: Service Provision  Referral appropriateness Assessment time  Assessment consistency Placement time  Multi-provider coordination Service access Data Accuracy and Access  Individual tracking System monitoring  Resource allocation - planning Reporting

7. http:/www.usich.gov/ 7 Why Coordinated Assessment? Experience with the Rapid Re-Housing Demonstration (RRHD) and HPRP  Four years of evidence  Improvements in as little as one year  Can help end chronic homelessness  Different models, same core principles  Improvements for all demographics

8. http:/www.usich.gov/ 8 Why Coordinated Assessment? The HEARTH Act regulations  Incorporated lessons from RRHD and HPRP  ESG requirements  CoC requirements  Start planning today

9. http:/www.usich.gov/ 9 Coordinated Assessment Defined Current State of Assessment  An ad hoc access and assessment process for each program and  An ad hoc referral process for programs to recommend prevention, housing, and/or other related services.

10. http:/www.usich.gov/ 10 Coordinated Assessment Defined Question Most People Ask Now: “Should we accept this individual/family into our program?”

11. http:/www.usich.gov/ 11 Coordinated Assessment Defined Coordinated Assessment  A standardized access and assessment process for all clients and  A coordinated referral process for clients to receive prevention, housing, and/or other related services.

12. http:/www.usich.gov/ 12 Coordinated Assessment Defined Questions CoC Systems Should Be Asking: “What housing and service assistance strategy is best for each household of the several services available?”

13. http:/www.usich.gov/ 13 Flowchart Access Assessment Assign Mainstream Services Standardized Access and Assessment Coordinated Referral

14. http:/www.usich.gov/ 14 Flowchart Access Assessment Coordinated Referral Assign Mainstream Services Standardized Access and Assessment

15. http:/www.usich.gov/ 15 Flowchart Coordinated systems can serve all demographics

16. http:/www.usich.gov/ 16 Flowchart Access Assessment Coordinated Referral Assign Mainstream Services Standardized Access and Assessment

17. http:/www.usich.gov/ 17 Flowchart Access Mainstream Services Standardized Access and Assessment Mainstream Services Assessment Coordinated Referral Assign

18. http:/www.usich.gov/ 18 Flowchart Various models, standardized process  Single Point of Access  Multi-Site Coordinated  No Wrong Door  2-1-1 Assessment Hotline Intake Access Standardized Access and Assessment

19. http:/www.usich.gov/ 19 Flowchart Access Assessment Coordinated Referral Assign Mainstream Services Standardized Access and Assessment

20. http:/www.usich.gov/ 20 Flowchart Assessment Mainstream Services Standardized Access and Assessment Mainstream Services Access Coordinated Referral Assign

21. http:/www.usich.gov/ 21 Flowchart Meet client, provider, and funder needs  Document client’s homeless history and housing barriers  Match client to appropriate service  Capture data to meet program needs Assessment Standardized Access and Assessment

22. http:/www.usich.gov/ 22 Flowchart Meet client, provider, and funder needs  Capture data to meet funder requirements  Obtain consent for sharing with providers  Create the beginning of a client’s housing plan Assessment Standardized Access and Assessment

23. http:/www.usich.gov/ 23 Flowchart Access Assessment Coordinated Referral Assign Mainstream Services Standardized Access and Assessment

24. http:/www.usich.gov/ 24 Flowchart Mainstream Services Standardized Access and Assessment Access Mainstream Services Assessment Coordinated Referral Assign

25. http:/www.usich.gov/ 25 Flowchart Qualities of a good referral system  Accurate: Matches client needs  Informed: Matches facility availability  Effective: Provider accepts and enrolls Coordinated Referral Assign

26. http:/www.usich.gov/ 26 Flowchart Qualities of a good referral system  Standard: One process, all clients and services  Comprehensive: all funder and provider fields  Digital: Uses HMIS, two-way communication Coordinated Referral Assign

27. http:/www.usich.gov/ 27 Flowchart Qualities of a good referral system  Mandatory: Every provider, all the time Coordinated Referral Assign

28. http:/www.usich.gov/ 28 Flowchart Access Assessment Coordinated Referral Assign Mainstream Services Standardized Access and Assessment

29. http:/www.usich.gov/ 29 Flowchart Coordinated assessment leverages mainstream services  Client level Information sharing  System-wide information sharing  Resource sharing and co-location  Comprehensive community planning Mainstream Services

30. http:/www.usich.gov/ 30 The System in Practice A Single Point of Access system: Kalamazoo/Portage, MI  Housing Resource Center (HRC) single location for all housing programs  Also uses 2-1-1 for 24/7 housing emergencies, referred to HRC  Same form and process for everyone except DV  HRC coordinates housing and mainstream program entry

31. http:/www.usich.gov/ 31 The System in Practice A Multi-Site Coordinated system Dayton, Ohio  Common Assessment Tool implemented  All clients assessed at one of four coordinated access “Gateways”  Performance targets established at program and system levels; increased program accountability  TH, PSH, and Safe Haven providers only accepting referrals from Front Door (“side door” is closed)  “Long Stayers” identified and prioritized for housing

32. http:/www.usich.gov/ 32 The System in Practice A Rural Multi-Site system: Washington BOS, Washington  Administered differently in two different counties  Whatcom County  Initial screening, community resource center  Homelessness intake, homeless service center  Unique domestic violence program partnership  Clallam County  Referral from 2-1-1, schools, mainstream services  Intake through two homeless resource centers

33. http:/www.usich.gov/ 33 The System in Practice A No Wrong Door system: Lancaster, PA  Enter any of eight community emergency shelters  Initial screening conducted with local case manager  Local case manager coordinates intake with client and intake specialists  Referral and assessment process conducted remotely

34. http:/www.usich.gov/ 34 Preparing for Coordinated Assessment Before you choose a model, plan ahead  Current access process  Geography and population  Homelessness programs and agencies  Community resources  Level of trust, types and depth of relationships  Current data use  Authority environment for change  Stakeholder Perspectives

35. http:/www.usich.gov/ 35 Preparing for Coordinated Assessment First steps toward implementation  Start gathering data, conduct preliminary analysis  Hold preliminary – zero pressure – meetings with partners  Establish decision-making process and governance committee  Set expectations, draft guiding principals and system goals

36. http:/www.usich.gov/ 36 Preparing for Coordinated Assessment Where to look for help  Reach out to CoCs with coordinated assessment systems  Request HUD technical assistance resources through the HUD Homelessness Resource Exchange (HRE)

37. http:/www.usich.gov/ 37 For More Information…  HUDHRE Centralized Intake/HPRP Report:  http://www.hudhre.info/documents/HPRP_Cent ralizedIntake.pdf http://www.hudhre.info/documents/HPRP_Cent ralizedIntake.pdf  HUDHRE HEARTH Page:  http://hudhre.info/hearth/index.cfm http://hudhre.info/hearth/index.cfm  HUDHRE Virtual Help Desk:  http://hudhre.info/index.cfm?do=viewHelpdesk http://hudhre.info/index.cfm?do=viewHelpdesk

38. http:/www.usich.gov/ 38 Questions? Please submit your questions via the chat function. The webinar will be available on our websites at http://www.usich.gov and http://hudhre.info http://www.usich.gov http://hudhre.info