charting the course for waiver independence

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CHARTING THE COURSE FOR WAIVER INDEPENDENCE Moving Cash and Counseling from the Traditional Waiver Program to the New State Plan Option Alabama Department of Senior Services

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CHARTING THE COURSE FOR WAIVER INDEPENDENCE. Moving Cash and Counseling from the Traditional Waiver Program to the New State Plan Option. Alabama Department of Senior Services. Planning the Voyage. During Olmstead Planning, focus groups indicated strong desire to have self-direction in Alabama - PowerPoint PPT Presentation

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Page 1: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Moving Cash and Counseling from the Traditional Waiver Program to the New State Plan Option

Alabama Department of Senior Services

Page 2: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Planning the Voyage During Olmstead Planning, focus

groups indicated strong desire to have self-direction in Alabama

Much discussion on how to accomplish Possibly combine with efforts of

other grants in Alabama – Real Choice, Medicaid Infrastructure, etc.

Application made for Cash and Counseling Project/RWJ Grant

Alabama Department of Senior Services

Page 3: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

The Launching RWJ Grant received in 2004

Alabama was in 2nd round of grant awards Received $250,000 for assistance in start-up

Formulation of a plan Coordination with Medicaid and other state agencies on workplan

for project

Determination of need for consultant New concept for Alabama Uniqueness of program – no two states alike

Concept Paper developed Recommendation to operate program as an 1115 Research and

Development project

Alabama Department of Senior Services

Page 4: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Complicated Course The 1115 vs. 1915c Amendment Route

Issues with the 1915c Elderly and Disabled Waiver Concern over implementing a new concept in a large waiver Ability for one agency to test as a pilot

Rationale for the 1115 Could accomplish a small pilot program under the 1115 waiver Could carve out certain services for the program Wanted ability to give cash to participants Wanted to include Independent Living Waiver participants from the

Rehab department without having to do a separate waiver

Alabama Department of Senior Services

Page 5: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Leaving The Port

Workgroups formed

Concept paper submitted

1st goal to meet – achievement of budget neutrality

Alabama Department of Senior Services

Page 6: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Sailing Along

National Program Office (NPO) Involvement Attending Cash/Counseling meetings Participating in conference calls

Consumer Directed Module Software Project Selected as one of three states to participate Involved in selection of vendor, development of

software design, and testing

Alabama Department of Senior Services

Page 7: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Rough Seas Ahead Budget Neutrality

Ongoing nightmare Lengthy work sessions with

numerous state and NPO staff Took over a year to resolve

Passage of 2005 Deficit Reduction Act Potential impact for our

program

Alabama Department of Senior Services

Page 8: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

The Calm Before the Storm 1115 Waiver submitted – 4/06

Initial questions of whether CMS would approve as an 1115 waiver because of the DRA

Numerous conversations with CMS

Were finally told by CMS that they would process as 1115

Received list of questions – 9/06

Alabama Department of Senior Services

Page 9: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

The Storm Approaches

Waiting for word on approval

CMS conference call – 11/06 Question/Answer

clarification Told approval

forthcoming

Alabama Department of Senior Services

Page 10: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

The Storm Hits

Received e-mail from CMS Stated proposal could not be approved as program

could be accomplished under the new state plan option of the DRA

Told to withdraw proposal and submit draft pre-print for 1915(j) or waiver would be disapproved.

Much concern - what to do? No final regulations regarding the DRA Too much work on project to just throw away

Alabama Department of Senior Services

Page 11: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

The Sun Peaks Out

After several agonizing weeks – decision made to move forward with SPA option under the 1915(j) section

1915(j) would allow Alabama to operate program as designed under the 1115 plan

Alabama Department of Senior Services

Page 12: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Approaching Land

Worked closely with CMS in completion of the State Plan Amendment

Had numerous conference calls to work through the application issues

Submitted in 3/07 – almost a year after the original waiver submitted

Alabama Department of Senior Services

Page 13: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Docking Complete

CMS

final approval received

on

May 24, 2007!!!

Alabama Department of Senior Services

Page 14: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Disembarking Within a period of four months

Established Advisory Committees

Developed Operational Protocol

Developed an RFP and Selected a Financial Management Agency

Started planning for Implementation Training Enrolling clients

Alabama Department of Senior Services

Page 15: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Journey on Land Begins

Start Date of August 2007

1st Clients enrolled in September

Started managing budgets in November

Alabama Department of Senior Services

Page 16: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Trip Expectations

Goals of Program Increase access to paid personal care Increase satisfaction with services Increase overall quality of life Meet more day-to-day needs Decrease stress of families and informal

caregivers

Page 17: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Trip Status Extension of RWJ Grant

October 2007 - March 2008

Current Participants

Success reports Same amount of services received Money left over for special purchases/savings Purchase Examples – lift chair, air conditioner,

ceiling fan with remote, etc.

Alabama Department of Senior Services

Page 18: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Last Leg of the Journey

Final CMS rules/regulations

Financial impact of program

Conduction of program evaluation

Alabama Department of Senior Services

Page 19: CHARTING THE COURSE FOR WAIVER INDEPENDENCE

Contact Information

Alabama Department of Senior Services770 Washington Avenue RSA Plaza Suite 470

Montgomery, Alabama 36130(334) 242-5743 1-(877)-425-22431-800-AGELINE (1-800-243-5463)

Fax (334) 242-5594

Irene B. Collins, [email protected]

OrJean Stone, Division ChiefLong Term Care Programs

[email protected]