Never doubt that a small group of thoughtful committed citizens

can change the world; indeed it’s the only thing that ever has.

--- Margaret Mead

Welcome

Orientation to the 2005-2009 Area Plan

November 18, 2004Hyatt Newporter, C4A Fall Conference

PLANNING for theFUTURE

2005-062006-072007-082008-09

Presenters:

CDA Area Plan Team:Robert Ramsey-LewisSherry HannaDenny WightTrish Nishio

With the support of CDA Staff:Vern FosterXochi ProckCarol Powning

What’s in your Packet?

Review Agenda

Introduction to the Reference Guide Part One: Area Plan Background Part Two: Goals and Objectives Break – around 3:00 Part Two: Goals and Objectives, cont Part Three: Area Plan Maintenance Part Four: Appendices Part Five: Assurances

Contributors Reference Guide for 2005-2009

C4A Area Plan Work Group Deanna Lea, Pat McVicar,Will Tift (PSA 4)

Lisa Mancini, Stephen Juel, Shea Muller(PSA 8)

Stephen Schmoll, Paul Isaacs (PSA 10)

Wendy Moore, Barbara Parrish (PSA 11)

Laura Medina, Sonja Ivey-Rojas (PSA 19)

Margie Palomino, Linda Lowe (PSA 30)

Ronald Errea, Denise Haynes (PSA 33)

THANK

YOU!

Introductions

Name and Agency?

How long have you been responsible for planning?

What are your expectations for today’s session?

Session Objectives

To orient AAA Planners in the use of the “Reference Guide for Development of the 2005-2009 Area Plan” to plan for the future.

Planners will learn how to use the Reference Guide to prepare a four-year Area Plan and future updates that will meet minimum requirements.

Learning from our mistakes to help us improve what we do.

Where will your PSA be in 2009?

1. Develop coordinated and accessible home and community-based systems of care.

2. Plans need to reflect how the AAA intends to build and improve these systems.

3. Plans help the public measure progress.4. The AAA planning function is fundamental

to the community’s success in realizing a coordinated systems of care.

5. Follow the steps of the planning process and maintain a legacy.

We Know Planners:

Wear many hats; Are, at times,

overwhelmed; Work hard to develop

successful area plans on aging; and

Need support. We feel the same…

Handout

Planning Process Design and

Implementation

Primary Planning Tool

Guesses?

www.aging.ca.gov

Click Here

CDA Home Page

Click here

Click here

Click here

PDF – read and print only

All Word Docs…Download, complete,

Remit with 4-year and Updates

Reference Guide

(Two) Tables of Contents Introduction Part One: Area Plan

Background Part Two: Area Plan Goals and

Objectives Part Three: Area Plan

Maintenance Part Four: Appendices Part Five: Assurances

Let’s take a look at

our Reference

Guide..

Introduction Sections

ForewordThe Role of the AAAThe 2005-2009

Area Plan & Annual UpdatesInstructions for Completion of the Area Plan

Applicable Laws & Regulations Instructions for Electronic Entry & Submission of the Area Plan & UpdatesTransmittal LetterArea Plan

Checklist

Foreword

A briefing on CDA, AAAs and their interconnectedness

Intention of Area Plan To reflect future activities of the AAA by

involving and serving older individuals, their families and caregivers and older disabled adults.

RG Page i

The Role of the AAA

Mandated to serve as visible – effective leaders and advocates

Provide local leadership in accomplishing federal and state program goals

Plan for the diverse and changing needs of older individual needs

Developers and overseers of community-based systems of care

RG Page i

2005-09 Area Plan & Updates

Planning – key to provision and maintenance of services

Reference Guide – critical tool to guide AAAs in above and in meeting mandates Technical Assistance Planning Support

Reference Guide includes instruction of updates, year-end reporting and amendments

RG Page i

Instructions for Completion of the Plan

Icons are present throughout the guidance – what do they mean?

Information related to updating the Area Plan

Alert the reader to sections that are required.

Template is provided and completion of template is required

RG Page ii

Applicable Laws and Regulations

Older Californians Act – in Welfare and Institutions Code (W&I)

CDA regulations in the California Code of Regulations (CCR)

Older Americans Act – in US Code Federal regulations – Code of Federal

Regulations

RG Page ii

Instructions for Electronic Entry and Submission of

Area Plan & Updates

Reference Guide on CDA web site in PDF format: www.aging.ca.gov Download – Read & Print ONLY

Electronic Entry Documents in Word on website – download, complete, remit using format provided Transmittal Letter Area Plan Checklist Service Unit Plan Objectives Appendices

RG Page ii

Electronic Entry?

Faster and Easier Use for Updates Allows for entry of information in

existing format Gray shading Gray shading with underline Check box as indicated

RG Page ii

Type In AAA Name Here

Type In PSA# Here

Check Planning Cycle Here

Original SignaturesOn Posted

Copy

RG Page iv

Area Plan Checklist

Four-Year PlanArea Plan UpdatesMust be included for all submissions

Lookie see?

Questions?