1. Welcome to the Technical Assistance Exchange November 14, 2011

2. www.adrc-tae.org 2 Orientation Agenda Overview of Aging and Disability Resource Center, Community Living Program, and Veteran-Directed Home and Community Based Services Initiatives Program Descriptions, Reporting and Grant Requirements Technical Assistance Exchange Vision Organization, Partners, and Staff Website and Resources

3. www.adrc-tae.org 3 LTC Reform History 1963 – Developmental Disabilities Assistance & Bill of Rights Act 1973 – Rehabilitation Act 1990 – Americans with Disabilities Act (ADA) 1999 – Olmstead Decision 2001 – New Freedom Initiative (NFI) 2003 – Aging and Disability Resource Centers 2006 – Older Americans Act Reauthorization 2007 – Community Living Program 2008 – Veterans-Directed HCBS 2009 – Year of Community Living 2010 – Health Care Reform

4. www.adrc-tae.org National Vision for ADRCs 4 Aging and Disability Resource Centers… every community in the nation highly visible and trusted people of all incomes and ages information on the full range of long-term support options point of entry for streamlined access to services AoA sees ADRCs as the key to success in MFP, MDS section Q, and other LTSS reform programs.

5. www.adrc-tae.org ADRC Coverage as of September 2011 5

6. www.adrc-tae.org 6

7. 7 Draft Options Counseling definition: Options Counseling is a person-centered, interactive, decision-support process whereby individuals are supported in their deliberations to make informed long-term support choices in the context of their own preferences, strengths, and values. The process may include developing action steps toward a goal or a LTSS plan, and, when requested, assistance in accessing support options. It also includes following-up with the individual. Options Counseling is available to all persons regardless of their income or financial assets. Workgroup developing minimum National Options Counseling Standards and evaluation guidelines Overview: Options Counseling

8. www.adrc-tae.org 8 Overview: Care Transitions Care Transitions refers to coordinated care, activities or services for when individuals transition from one care setting to another An aspect of person-centered hospital discharge planning Creates linkages that ensure people have the information to make informed decisions and understand their support options

9. www.adrc-tae.org 9 Overview: Veteran Directed Home and Community-Based Service Program (VDHCBS) Package of services that the VA purchases from AAAs on behalf of eligible veterans Provides veterans the opportunity to self-direct long-term supports and services that enable them to avoid institutionalization and continue to live independently at home AAAs assist with assessment and care planning, arrange fiscal management services, and provide ongoing options counseling and support

10. www.adrc-tae.org 10 Reporting and Grant Requirements Semi-Annual Report Due each year on April 30 and October 31 State and local level data elements combined into one web-based system Prior reports posted on website Grants Monitoring Calls with AoA Semi-annual Conducted about halfway between written reports ADRC Five Year State Plan VDHCBS “Ticker” – number of enrolled individuals reported to TAE monthly VDHCBS Readiness Review for AAAs

11. www.adrc-tae.org Technical Assistance Exchange Partners 11 Technical Assistance Resources  Website  Resource Materials  Weekly Electronic Newsletters  Grantee Surveys  Examples from the Field Grantee Community  Teleconferences/Web casts  Trainings  National Meetings  On-line Forum

12. www.adrc-tae.org 12 TA Leads Assigned to Each State - All Grants Roger Auerbach CA, LA, MO, NJ, NY, OR, WA rogerauerbach@yahoo.com Christina Neill Bowen DC christina_neill@yahoo.com Amy Herr CO, IN, IL, IA, ME, MD, MN, MT amy.herr@lewin.com

13. www.adrc-tae.org 13 TA Leads Assigned to Each State - All Grants Anita Tonakarn-Nguyen AK, CNMI, FL, Guam, ID,NV, NM, NC, RI, SC, VT, VA, WV, WI, WY Anita.tonakarn@lewin.com Lauren O’Reilly AL, DE, KY, MA, MS, NE, OK, PR, UT lauren.oreilly@lewin.com Heather Johnson AZ, CT, GA, HI, KA, NI, NH, ND, OH, PA, SD, TN, TX hjohnson268@comcast.net

14. www.adrc-tae.org 14 TAE Website – www.adrc-tae.orgwww.adrc-tae.org Primary Mechanism to Disseminate & Exchange Information Calendar of Events Background materials for upcoming TA events Grantee Profiles Service Coverage Maps Online Discussions Summaries of Past TA events Surveys of grantees Materials grantees want to share Grantee Online Community Registered and public users

15. www.adrc-tae.org 15 Every state is unique, but they have similar goals and challenges. So, share experiences! ResourcesResources: Often posted to website, featured in newsletter Discussion ForumDiscussion Forum: Post and answer questions.

16. www.adrc-tae.org 16 TAE Trainings On-line through live webcasts, recorded webcasts available for download, and “build your own” training resources Courses are designed in two formats: lecture and virtual roundtable Continuing Education Units (CEUs) from NASW are available for some courses Recordings available on the TAE website Overview of ADRC Program Making a Profit in a Non-Profit World (CEUs) The Art of Options Counseling (CEUs) Creating Successful Aging and Disability Partnerships Program Evaluation /Continuous Quality Improvement for ADRCs and CLP Options Counseling for Program Planners

17. www.adrc-tae.org 17 Key Lesson: ADRC-TAE is here to help There are Technical Assistance Partners ready to help You are connected to other states and grantees There is a wealth of available resources Work on programs is ongoing and active If you need assistance, it’s okay to ask. Contact your state lead or adrc-tae@lewin.com adrc-tae@lewin.com Be an active participant in the network