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Page 1: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 2: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Omar Valverde,U.S. Administration on Aging

David Godfrey,ABA Commission on Law and Aging

Keith Morris,Legal Hotline for Michigan Seniors and Center for Elder Rights Advocacy

Sue Wasserkrug,Senior Law Center

Page 3: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Strategic Goal To promote the creation of

comprehensive, well integrated, and cost effective legal service delivery systems that target scarce resources to older adults in the most social or economic need

Tactical Application Systems that function with the right

legal entities, handling the right kinds of legal cases, at the right level of service

Page 4: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Essential Features Senior Legal Helplines Needs and Capacity Assessments Leveraging Low Cost Mechanisms Integration with Aging network Outreach and Targeting Reporting Systems and Outcomes Role of Legal Assistance Developer

Page 5: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

A. Needs assessmentB. Systems capacityC. Collaboration with aging networkD. TrainingE. Targeting servicesF. IntegrationG. Statewide reporting systemH. Leveraging resourcesI. Outcomes

Page 6: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 7: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Understand before you improve Legal Needs Studies examine the

Demand side of the equation Legal Needs vs Legal Wants Benchmarking

Page 8: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Statistically valid sample Targeted sample Online Paper Multiple choice Narrative Interviews Focus groups

Page 9: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Income, Food Shelter Health care Risks to autonomy Risks of abuse, neglect, exploitation

Page 10: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Needs of those we know Who do you never reach?

Page 11: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 12: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

What is the capacity of the system to meet the needs of the population

How can the supply be enhanced How can the supply be better

coordinated

Page 13: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Traditional and non-traditional providers Collaborations with new partners Quantitative and Qualitative measures

How manyWhat issuesWhat level of serviceThink of the full spectrum of legal assistance

Page 14: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 15: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Who else works with or helps your target population?

Page 16: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Reciprocal referral arrangements Cross training Communications sharing of resources Collaborative funding Private bar Invite – invite – invite

Page 17: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 18: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Who to train?Staff & volunteersOther legal providersAging services networkGovernment staff, e.g., victim services

Page 19: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

TopicsOur services & how to access themSubstantive legal issues Issue spottingServing seniorsCapacity issues

Page 20: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

To enlighten the general populations about seniors, their needs and vulnerabilities

To educate the aging services network about low-income issues

To inform about the importance of SLH’s To create collaborations & coalitions To find allies & advocates

Page 21: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 22: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Most programs are still very numbers driven and have a hard time changing to impact driven work

Older Americans Act requires targeting to the most economical and socially needy

Cannot means test

Page 23: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

A struggle for hotlines because most are used to helping all eligible callers

Hotlines have been effective in helping target III-B programs by triaging all clients to identify ones with priority cases

Use the needs assessment to help you determine what types of services are most important to your target population

Page 24: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 25: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Goal is to create a seamless network of referrals and services, from the client’s perspective

Must include both legal and aging Use formal agreements to cement

relationships Hard to overcome territorial feelings

from some programs

Page 26: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Hotlines can play a major role in establishing this seamless program

Use of “warm handoff” is a great benefit to clients

Use technology, such as automated case transfer, to help client and providers

Survey clients to make sure there is no breakdown in the process

Page 27: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 28: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

How you tell if your efforts for targeting and integration are working

You have to be able to tell your story with an accurate picture

Identify trends and gaps in service

Must have buy-in from AAA because they control the contracts

A strong Legal Assistance Developer is crucial

Page 29: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Michigan’s modelAutomated data extract of non-identifying

client-level informationStatewide system that cross references all

entries to create a uniform reportOne source for all reports

Page 30: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 31: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

Who moved my cheese? From Day OneNew and innovative Never done before Share projects

Use legal needs and systems assessment to build the case for state and local funding

Involvement builds buy in 50% of spending on Title III legal

assistance

Page 32: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 33: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

How did your work change the lives of clients?

Define it Measure it Report it Qualitative vs. quantitative Outcomes vs. outputs Crucial for funding!

Page 34: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and
Page 35: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

No wrong door Improved access

Page 36: Omar Valverde, U.S. Administration on Aging  David Godfrey, ABA Commission on Law and Aging  Keith Morris, Legal Hotline for Michigan Seniors and

www.nlrc.aoa.gov www.legalhotlines.org Omar Valverde,

[email protected] David Godfrey,

[email protected] Keith Morris, [email protected] Sue Wasserkrug,

[email protected]