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REVISED AGING RESOURCE CENTER TRANSITION PLAN TEMPLATE Released February 2007 1 REVISED AGING RESOURCE CENTER (ARC) TRANSITION PLAN Table of Contents Page Certification Page_ Section IPreparation 1.1Indicate the actions the ARC will take to initiate the systems change fundamental to achieving the purposes of an ARC_ 1.2Describe the involvement and oversight of the area agency on aging (AAA) volunteer board and advisory council leadership in the ARC development process_ 1.3Identify key stakeholders and collaborators. _ 1.4Identify and delineate AAA role and responsibilities in the ARC concept_ 1.5Describe the status of transitioning all direct services, including Older Americans Act Title III-D, to other providers_ 1.6Describe the need for an ARC within the planning and service area (PSA)_ 1.7Describe how each ARC function will be performed at the local level_ 1.7.aInclude an analysis of the AAAs capacity to provide information and referral services throughout the PSA_ 1.7.bOutline plans for collocating Department of Elder Affairs/Comprehensive Assessment and Review for Long-Term Care Services (DOEA/CARES) and Department of Children and Families, Economic Self-sufficiency Services (DCF-ESS) staff with AAA ARC staff _ 1.7.cClearly define the proposed roles and responsibilities of staff, consultants, subcontractors and other partner organizations in performing ARC functions _ 1.7.dOutline plans for outsourcing ARC functions_ 1.8Indicate the status of negotiations with the local DOEA/CARES and DCF-ESS offices concerning collocation and eligibility determination functions_ Section 2Transition 2.1Describe how the ARC will effectively utilize public funds to maximize existing resources_ 2.2Report on plans to collaborate with health support and human service agencies, including housing and employment programs_ 2.3Describe plans to establish linkages and agreements with major pathways to long-term care_ 2.4Describe the plan for ARC sustainability_ 2 Section 3Implementation 3.1Identify proposed strategies for outreach and marketing, which demonstrate increased targeting effectiveness_ 3.2Identify plans for implementing local training for all aging resource center (ARC) staff, partner organizations and stakeholders_ 3.3Update the Area Plan section on cultural and ethnic diversity to reflect the ARC planned efforts to assure cultural competency_ 3.4Update the Area Plan section on disaster preparedness to reflect the ARCs planned efforts to respond to disasters and continue ARC operations during a natural disaster_ Section 4Other Information 4.1Document methodology for establishing baseline data to track the timeliness of eligibility determination_ 4.2Establish a proposed time line for completion of the steps in Phases II and III_ 4.3Provide additional information_ 4.4Include any future requirements_ Section VAppendices 5.1Proposed area agency on aging vs. ARC Flow Chart_ 5.2Proposed ARC Organizational Chart _ 3 REVISED AGING RESOURCE CENTER (ARC) TRANSITION PLAN CERTIFICATION PAGE AREA AGENCY ON AGING INFORMATION: Executive Director: Legal Name of Agency: Mailing Address: Telephone: FEDERAL ID NUMBER : CERTIFICATION BY AREA AGENCY ON AGING BOARD PRESIDENT I have reviewed and approved this revised ARC Transition Plan. As chair of the Area Agency on Aging board, I assure that the Area Agency on Aging, which this board oversees, meets all of the minimum requirements set by law and in rule. (insert area agency name) Name: Signature: Date: (President, Board of Directors) I certify that the contents are true, accurate and complete statements. I acknowledge that intentional misrepresentation or falsification may result in the termination of financial assistance. Name: Signature: Date: (Area Agency on Aging Director) 4 Template for Aging Resource Center (ARC) Transition Plan Section 1: Phase I. Preparation 1.1Indicate the actions the ARC will take to initiate the systems change fundamental to achieving the purposes of an ARC. 1.2Describe the involvement and oversight of the area agency on aging (AAA) volunteer board and advisory council leadership in the ARC development process. 1.3Identify key stakeholders and collaborators. Describe their role in the preparation, transition, and implementation phases of the ARC. Report on status of Local Coalition Workgroup activities since submission of the work plan and involvement of Community Care for the Elderly lead agencies. 1.4Identify and delineate AAA role and responsibilities in the ARC concept. Include a flow chart of AAA vs. ARC functions. 1.5To comply with the prohibition against providing direct services other than information and referral and screening, describe the status of transitioning all direct services, including Older Americans Act Title III-D, to other providers. 1.6Describe the need for an ARC within the planning and service area (PSA). Provide a general description of the long-term care support system within the PSA. Include an account of how the current system limits or facilitates individual choice and access for both public and private pay individuals. Identify current and proposed partnerships and collaborative steps necessary to address current problems. 1.7Describe how each ARC function, as defined in Attachment I-B of the AAAs ARC contract, will be performed at the local level. 1.7.a In the description of information and referral, include an analysis of the AAAs capacity to provide information and referral services throughout the PSA. Indicate any plans for telephone system expansion or replacement. Include specific reference to how the needs of individuals requesting private pay resources will be addressed. 1.7.b In the description of eligibility determination, indicate how the ARC will comply with statutory requirements for ARC collocation with state eligibility determination staff. Outline plans for collocating Department of Elder Affairs/Comprehensive Assessment and Review for Long-Term Care Services (DOEA/CARES) and Department of Children and Families, Economic Self- sufficiency Services (DCF-ESS) staff with AAA ARC staff. Indicate whether physical or virtual collocation is planned. If virtual, describe how communication will be enhanced to facilitate eligibility determination. 1.7.cClearly define the proposed roles and responsibilities of staff, consultants, subcontractors and other partner organizations in performing ARC functions. 5 Provide a proposed aging resource center (ARC) organizational chart. 1.7.d If the ARC is proposing to contract with individuals, with for-profit entities, and with not-for-profit entities to provide some or all ARC functions, include the following: (1)Description of each function to be outsourced; (2)Identification of the entity proposed to perform the function, including the entitys qualifications and work performance for providing the outsourced function(s); (3)Justification for outsourcing the function based on measurable factors that address how individuals will be better served by outsourcing the function(s); and (4)Analysis of the potential for conflict of interest and inappropriate self- referrals by entities performing outsourced functions. 1.8Indicate the status of negotiations with the local Department of Elder Affairs/Comprehensive Assessment and Review for Long-Term Care Services (DOEA/CARES) and Department of Children and Families, Economic Self-sufficiency Services (DCF-ESS) offices concerning collocation and eligibility determination functions. Section 2. Phase II. Transition 2.1Describe how the ARC will effectively utilize public funds to maximize existing resources. 2.2Report on plans to collaborate with health support and human service agencies, including housing and employment programs. 2.3Describe plans to establish linkages and agreements with major pathways to long-term care, including hospital discharge planners, nursing home social workers, physicians offices, rehabilitation facilities, and other professionals that serve the target population. 2.4Describe the plan for ARC sustainability, addressing alternative funding scenarios, including one that anticipates no additional state funding specifically appropriated for ARC operations. Section 3. Phase III. Implementation 3.1.Identify proposed strategies for outreach and marketing, which demonstrate increased targeting effectiveness. 3.2Identify plans for implementing local training for all ARC staff, partner organizations and stakeholders. 3.3Update the Area Plan section on dealing with cultural and ethnic diversity
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