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The Planning Process An Overview of the Requirements and the Resources

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WELCOME The Planning Process An Overview of the Requirements and the Resources Presented on November 16, 2004 by: CDA Area Plan Team: Robert Ramsey-Lewis – PowerPoint PPT presentation

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Title: The Planning Process An Overview of the Requirements and the Resources


1
The Planning ProcessAn Overview of the
Requirements and the Resources
WELCOME
  • Presented on November 16, 2004 by
  • CDA Area Plan Team
  • Robert Ramsey-Lewis
  • Sherry Hanna
  • Denny Wight
  • Trish Nishio

2
Whats in Your Handouts?
  • Cover
  • Presentation notes
  • Planning Process Diagram
  • Program Descriptions Funding Sources
  • Reporting Requirements
  • What to Report
  • When to Report

3
Todays Objective
  • To provide new and used AAA Directors with an
    overview of the planning process, requirements
    and resources.

4
The Mission of the AAA
  • Congress intends that AAAs take the lead on all
    aging issues in their Planning and Service
    Areas.
  • This means AAAs must carry out a wide range of
    functions including planning, coordination,
    interagency linkages, monitoring and evaluation
    designed to develop comprehensive and coordinated
    community based systems.
  • Congress requires that older persons fully
    participate in the planning and operation of
    community-based services and programs provided
    for their benefit and protection.

5
The AAA shall
  • Be directed by leaders in the community who
    have the respect, capacity and authority
    necessary to convene all interested persons,
    assess needs, design solutions, track overall
    success, stimulate change and plan community
    responses for the present and the future.

CFR 1321.53 b
6
How Can the Planning Process help?
Handout
7
What are the Requirements?
Handout
8
A Comprehensive and Coordinated System
  • a system for providing all necessary supportive
    services, including nutrition services

OAA Sec. 302 (1)
9
Comprehensive and Coordinated System, cont.
  • Facilitate service access and utilization
  • Develop and make efficient use of services
  • Use resources efficiently, with minimum
    duplication
  • Assist public and private entities to realize
    potential to meet service needs

10
AAA Mission and Planning 45 CFR 1321.53
  • Be the leader relative to all aging issues in the
    PSA
  • Proactively carry out wide range of functions
  • Develop comprehensive and coordinated
    community-based systems
  • Assist older persons to lead independent,
    meaningful, dignified lives

11
AAA Mission and Planning
  • Functions
  • Advocacy
  • Coordination
  • Inter-agency linkages
  • Information sharing
  • Brokering
  • Planning
  • Monitoring and evaluation

12
AAA Mission and Planning
  • Comprehensive and coordinated community-based
    system
  • Visible focal point
  • Range of options
  • Options readily accessible
  • Commitment of variety of resources
  • Collaborative decision-making

13
AAA Mission and Planning
  • Special help for those in danger of losing their
    independence
  • Effective referral
  • Sufficient flexibility for individualized
    assistance
  • Tailored to the community
  • Directed by leaders who have respect, capacity
    and authority

14
State Plan Basis in Area Plans - Sec. 307(a)(1)
  • State plan shall
  • Require each AAA to develop and submit a plan in
    accordance with uniform format
  • Be based on the area plans

15
General Requirements
  • Prepare and develop a plan
  • Provide services through a comprehensive and
    coordinated system
  • Provide that an adequate proportion is expended
    for access, in-home, legal assistance
  • Designate a focal point for comprehensive service
    delivery

16
General Requirements
  • Set specific objectives for services
  • Greatest economic need
  • Greatest social need
  • Low-income minority individuals
  • Older individuals residing in rural areas

17
General Requirements
  • Coordinate with agencies serving people with
    disabilities
  • Serve as an advocate and focal point
  • Coordinate with specified organizations
  • Advisory council

18
General Requirements
  • Facilitate coordination of community-based LTC
    services
  • Case management
  • Provide grievance procedure
  • Maintain integrity of services and service
    providers
  • State may withhold funds for non-compliance

19
What are your Resources?
  • Planners
  • Advisory Council
  • Public, private, voluntary, personal resources
    committed to developing the system
  • Guidance

Lets discuss
20
Planner as Resources
  • What we see
  • Frequent Turnover and Need for training
  • Often times do not follow the rules too much to
    doWear many hats
  • Advance to become AAA Directors
  • May be the AAA Director
  • Can not always participate in training
  • What are planners responsible for?
  • What can be improved on?

21
Advisory Council as a Resource
How can the Advisory Council help you?
  • What we see
  • Sometimes Ineffective
  • A Signature on the Transmittal Letter
  • Do not fully represent the community
  • How they can help in the planning process?

22
Public, private, voluntary, personal resources
committed to developing the system
  • Building your systems of care
  • Volunteers
  • Case Management Agencies
  • For profit agencies

How can these resources be used?
23
Reference Guidefor the Development of
the2005-2009 Area Plan
Resource
  • If followed correctly meets minimum
    requirements
  • It allows AAA to meet community needs and demands
  • Adapts to change
  • Helps monitor accomplishments and progress
  • Helps you to continue to plan for the future
  • Enables older individuals to fully participate in
    the planning and operation of community based
    programs.

Training on Thursday
24
Applicable Laws and Regulations
  • Older Californians Act in Welfare and
    Institutions Code (WI)
  • CDA regulations in the California Code of
    Regulations (CCR)
  • Older Americans Act in US Code
  • Federal regulations Code of Federal Regulations

RG Page ii
25
REPORTING REQUIREMENTS for WHAT DOCUMENTS ARE DUE
What a Great Handout!
26
REPORTING REQUIREMENTS for WHEN DOCUMENTS ARE DUE
I can just post the Hand-out on my wall!
27
AAA Directors Key to success
  • Understanding
  • Requirements
  • Planning Process
  • Resources
  • Avoiding Common Problems
  • Not following the requirements
  • Not honoring the planning process
  • Not researching and/or using available and new
    resources

28
For more information
  • Visit our CDA website www.aging.ca.go
  • AAA PartnersResource Materials and Guides
  • CDA Operations and Best Practices Guide
  • 4. Planning
  • Reference Guide for the Development of the
    2005-2009 Area Plan
  • Transmittal Letter
  • Area Plan Checklist
  • Service Unit Plan Objectives
  • Appendices
  • FAQs
  • Join us Thursday for Overview of Area Plan
    Requirements for 2005-2009
  • Join us in January 27th for a one-day training on
    How to Develop a Successful Area Plan

29
Thank You!
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