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To deliver, fund, and advocate for services that promote well-being, independence, and dignity for older adults, people with disabilities, family caregivers, and veterans in Boulder County BOULDER COUNTY AREA AGENCY ON AGING ADVISORY COUNCIL (AAC) East Boulder Senior Center (5660 Souix Dr, Boulder, CO 80303) Friday, August 2 9:00 a.m. Noon 8:45 Gather, Coffee, Visiting 9:00 Welcome Kellie Hudson Comments from the Chair Kellie Hudson Public Comments and Correspondence Additions to the Agenda Approve June 2019 Minutes 9:15 AAC Communication Subcommittee Presentation 10:40 Reframing Aging Presentation Kari Middleton 11:00 ADRC Quarterly Update Call Center Data Changes Staffing Homestead Pilot 11:45 TRC Vote on ADRC Homestead Pilot 12:00 Adjourn Next meeting of AAC: Friday, September 6, 2019 9 a.m. 12 p.m. Location: Nederland community Presbyterian Church Reasonable accommodations will be provided upon request for persons with disabilities. Please contact Julia Yager, ADA Coordinator or the Human Resources Division, at 303-441-3525 at least 48 hours prior to the scheduled event. AAC members = 22 Quorum = 12

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Page 1: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

To deliver, fund, and advocate for services that promote well-being,

independence, and dignity for older adults, people with disabilities, family

caregivers, and veterans in Boulder County

BOULDER COUNTY AREA AGENCY ON AGING ADVISORY COUNCIL (AAC)

East Boulder Senior Center (5660 Souix Dr, Boulder, CO 80303) Friday, August 2

9:00 a.m. – Noon

8:45 Gather, Coffee, Visiting 9:00 Welcome – Kellie Hudson Comments from the Chair – Kellie Hudson

Public Comments and Correspondence Additions to the Agenda

Approve June 2019 Minutes 9:15 AAC Communication Subcommittee Presentation 10:40 Reframing Aging Presentation – Kari Middleton 11:00 ADRC Quarterly Update

• Call Center Data

• Changes

• Staffing

• Homestead Pilot 11:45 TRC Vote on ADRC Homestead Pilot 12:00 Adjourn

Next meeting of AAC: Friday, September 6, 2019

9 a.m. – 12 p.m. Location: Nederland community Presbyterian Church

Reasonable accommodations will be provided upon request for persons with disabilities. Please contact Julia Yager, ADA Coordinator or the Human Resources Division, at 303-441-3525 at least 48 hours prior to the scheduled event.

AAC members = 22 Quorum = 12

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To deliver, fund, and advocate for services that promote well-being, independence, and dignity

for older adults, people with disabilities, family caregivers, and veterans in Boulder County

BOULDER COUNTY AREA AGENCY ON AGING ADVISORY COUNCIL

(AAC)

MINUTES: August 2, 2019

East Boulder Senior Center, Boulder, CO

AAC Members Present: Sara Beery, Dena Boutwell, Judith Brush, Pamela Christensen,

Stephanie Dunn, Patrick Egan, Jeff Foster, Tom Genovese, Kellie Hudson, Michele

Hurliman, Andrew Lattanzi, Mary Jo Manydeeds, Bill Marine, Jessica O’Leary, Rebecca

Paskind, Dave Pinkow, Chuck Stout, Carren Williams

Staff Present: Carol Cross, Ali Hasert, Kari Middleton, Carlene Okiyama, Lindsay Parsons,

Christine Vogel

Excused: Kris Durso, Patricia Feeser, Judy Mares-Dixon, Dale Porter

Welcome and Comments from the Chair – Kellie Hudson, Co-Chair:

Kellie shared three articles and linked the concept of the articles to the purpose of the AAC

subcommittees. She invited the subcommittees to think about how they can help the aging

community combat depression and isolation, while creating connection and community.

Lindsay will email the three articles to council members.

Public Comments and Correspondence:

None

Additions to the Agenda:

Kellie noted that a break will be added to the agenda.

Approve June 2019 Minutes:

Kellie noted the following modifications to be made to the June 2019 Meeting Minutes:

1. Under the “Public Comments and Correspondence” section, change “gold dentures”

to “gold [fillings and] dentures”.

2. Under the “Subcommittee Activation Exercise” section, Patrick will be moved to the

Communication subcommittee and Dave will be added to the Aging in Community

subcommittee.

AAC members = 18

Quorum = 10

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Jeff moved that the council accept the June 2019 meeting minutes, with the corrections noted

above. Judith seconded, and the motion passed unanimously.

Dave will no longer be in the Aging in Community subcommittee.

AAC Communication Subcommittee Presentation:

Lindsay shared an overview of what the Communication subcommittee will be presenting on

today – short-term action items, medium-term action items, and long-term action items.

Lindsay presented Boulder County demographics data of individuals, ages 65 and up. She

shared CASOA data of the use of technology in older adults, the level of comfort of older

adults with technology, and the most common BCAAA website page views.

Short-Term Action Items – Web and Social Media Updates – Pat Egan:

Pat presented the Communication subcommittee’s short-term action items to the council. He

explained BCAAA’s current web presence and proposed the following changes be made to

make the website more user-friendly.

• Add brightly colored action boxes that direct the public to services that may benefit

their needs, also add a clear phone number to call

• Move up the newsletter sign-up option

• Add a clickable updated calendar of events

• Add a succinct summary of “What We Do For You” on the front page

• Include “Increase Font Size” on each page

• Adjust background colors to be more visible for people with cataracts or vision

disabilities

• Make the “Translate” button more visible

• Much more prominent social media buttons and a site search option on the landing

page

• BCAAA Facebook Follow Button and Facebook page:

o Make the clickable link bigger – Say “Click Here to Follow Us”

o Look into boosting posts to increase followers

• Add easy to find buttons for program information and appointment sign-up for

“ADRC” and “Medicare Counseling”

• Take out acronyms

• Move the “Contact Us” information higher on the landing page

Medium-Term Action Items – Get into the Community Pilot – Andy Lattanzi and

Judith Brush:

Andy and Judith presented the following medium-term action items for the Communication

subcommittee.

• Clearly define the audiences we want to reach

• Develop a ten-minute message

• Visit four to five established groups across the county to share information on

available aging services

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Long-Term Action Items – Reframing Aging – Becky Paskind and Kari Middleton:

Becky and Kari presented the following long-term action items for the Communication

subcommittee.

• AAC receives formal training on reframing aging

• Review and revise, as necessary, AAC communications according to reframing

principles

• Seek input from older adults in the community on ageism and reframing efforts

• Explore social media campaign possibilities

Reframing Aging Presentation – Kari Middleton:

Kari Middleton introduced herself as the BCAAA Respite and Volunteer Coordinator. Kari

presented research on reframing aging from the FrameWorks Institute. She explained why

combating ageism matters. She introduced Changing the Narrative, which is a Colorado

specific marketing campaign that is advocating to change the way we communicate aging.

Kari shared some examples of the general public’s current thinking around ageism from the

FrameWorks Institute research. Kari invited the AAC to think about how they might shift

and reframe aging themselves.

Pat suggested AAC members check out the website and book This Chair Rocks; and Becky

suggested that AAC members check out the Facebook page “Old People Are Cool”.

Christine mentioned that Carol, Lindsay and herself attended the National n4a Conference

this past week in New Orleans and shared that many general and breakout sessions were

about reframing aging. She mentioned that they are going to talk internally and create a plan

around training.

ADRC Quarterly Update:

Carol handed out TRC applications to council members and gave a brief overview of what

the TRC does. She noted that most of the work is done outside of the AAC meetings. Carol

stated that if anyone is interested, to check the correct box and turn in the form to her today,

at the next AAC meeting or email it to her. She shared that the TRC will hold a training next

month and will have on-sites in October.

Carol informed the AAC on Aging & Disability Resource Center (ADRC) staffing changes.

She shared the AAC’s role with the ADRC agency and asked the council to think about what

kind of information they would like to see from ADRC reports. She will email a template to

AAC members that has been used in the past. Carol presented 2018 reports regarding total

information and referral contacts, total pageviews to the Network of Care Aging & Disability

website, total options counseling contacts; and presented data from the ADRC call center.

Carol updated the board on the Homestead Pilot funds and the scope of how the funds should

be spent are as follows…

• Streamline eligibility to our services

• Explore integrated software and IT solutions

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• Develop standardized assessment

• Pilot case management with Choices@Home

• Vouchers for services beyond Homemaker and Personal Care

The Deliverables:

• Create online application

• Standardized assessment tool

• Streamlined, accessible, and effective data systems

• Minimum of 16 case management clients

• Minimum of five new contractors

The Timeline:

• August – identify working group members

• September – define case management service and eligibility, develop assessment,

conduct provider market research

• October – RFP for additional providers, finalize assessment

• November – launch case management services

• December – soft launch of online forms/application

• January – official launch of online forms/application

• May – review and assess pilot, determine next steps

Meeting adjourned at 12:00 p.m.

Submitted by Ali Hasert

Next meeting of AAC:

Friday, September 6, 2019

9 a.m. – 12 p.m.

Location: Nederland Community Presbyterian Church

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AAC Communications Subcommittee

Action Item Updates

Page 7: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Overview

A little data

Short-Term Action Items – Web and Social Media Updates

Medium-Term Action Items – Get Into the Community Pilot

Long-Term Action Items –Reframing Aging

Page 8: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Boulder County Demographics – 65+

BoCo Bldr Lafa Long Louis Super "Mtn" Niwot G. Barrel Uninc Erie

65+ Percent 12.6% 10.4% 4.1% 13.2% 14.3% 6.0% 11.9% 14.3% 16.8% 23.1% 8.6%

65+ Population 39969 11130 3128 12137 2896 772 375 640 1567 7632 1899

Veteran Percent 19.2% 17.1% 10.5% 21.5% 21.3% 10.0% 26.1% 23.3% 19.0% 22.0% 20.1%

Latino Percent 5.3% 2.9% 8.7% 9.8% 2.9% 5.2% 1.9% 0.0% 2.6% 1.3% 5.4%

Disability Percent 26.1% 27.1% 27.5% 31.1% 29.1% 16.6% 21.1% 10.9% 12.3% 16.2% 26.7%

Poverty Percent 6.7% 6.1% 4.6% 7.7% 6.3% 6.5% 4.0% 1.9% 2.2% 6.7% 8.0%

Living Alone Percent 28.0% 34.7% 33.1% 29.0% 33.3% 10.0% 34.4% 3.6% 23.9% 16.1% 20.0%

Page 9: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Use of Technology by Boulder County Older Adults to Gather Information

23%

44%

12%

9%

9%

19%

7%

7%

2%

1%

21%

3%

6%

1%

1%

36%

46%

75%

88%

89%

0% 20% 40% 60% 80% 100%

Find info on community resources and events

Use social media (Facebook, Twitter, LinkedIn)

If you have a question, use the Internet to findthe answer

Get the news or weather

Use email, texting, or video to communicate

Never/NA Less than once per month Monthly At Least Weekly

Page 10: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Boulder County Older Adults Level of Comfort with Technology

69%

64%

77%

51%

26%

26%

18%

27%

6%

10%

5%

22%

0%20%40%60%80%100%

Using a computer laptop/desktop

Using smartphone or tablet computer

Locating information online (bus schedules, weather,news, etc.)

Using social networking sites (Facebook, Twitter, etc.)

Very comfortable Somewhat comfortable Not at all comfortable

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Pageviews –Top 6 AAA Webpages

2400 2393

2207

1563 1503

1189

0

500

1000

1500

2000

2500

3000

MedicareCounseling

ADRC General ProjectVisibility

Caregiver WellnessPrograms

Page 12: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Average Time on Page (Minutes)

6.03

4.64

4.01

3.71

3.66

3.40

3.39

3.38

0.00 1.00 2.00 3.00 4.00 5.00 6.00 7.00

Medicare Counseling

Project Visibility

Community Living Programs

Emergency Help Domestic Violence

Diabetes Prevention Program

ADRC

Domestic Abuse Resources

Senior Nutrition Programs

Page 13: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Short-Term Action Items

Pat Egan

Page 14: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Web and Social Media Summary

3 Ways to Access our website (see handout)

Landing Page Documents

• AAA Fact Sheet

• AAA Brochure

• Annual Report (2018)

Google Results

• Search “Boulder County Seniors) AAA is in top three results

• Search “Boulder county Aging Services) AAA not in top 5 results

Page 15: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

TOP 1/3 - BOULDER COUNTY AAA

Page 16: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

MIDDLE 1/3 - BOULDER COUNTY AAA

Page 17: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

BOTTOM 1/3 - BOULDER COUNTY AAA

Page 18: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Website Suggestions

• Looked at 6 different Area Agency on Aging Websites• Arizona, Seattle, WA, Tampa, FL, Twin Cities, MN, Hawaii, Nebraska)

• Brightly Colored Action boxes that directs you to service that may best fit your needs, also clear number to call.

Page 19: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Website Suggestions (cont.)

• Newsletter Sign Up Option on Landing Page

• Clickable Updated Calendar of Events

• Succinct Summary of “What We Do For You” on front page

• Include “Increase Font Size” Option on each Page

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Website Suggestions (cont.)

• Include “Increase Font Size” Option on each Page

• Much More Prominent Social Media Buttons and Site Search Option on Landing Page

Page 21: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

AAA Social Media

• Facebook

• Posts were recent – shows page is active and updated

• Sent message (Hi - can you let me know how I can get additional info about the Area Agency on Aging for Boulder County?) heard back form Lindsay immediately.

• Events Listings are helpful and could be more directly linked to landing page:

• Make Make clickable link bigger – Say “Click Here to Follow Us”

• 848 followers – look into paid “boost” of key posts to increase followers

Page 22: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Next Steps

Share results of Website Analysis with AAA Communications Subcommittee members for input

Meet with Communications in Late August regarding our Web Presence and options/alternatives

Contact and explore with local tech firms community relations staff

sponsorship and/or technical/financial assistance possibilities

Pilot new features with Subcommittee and Larger Group when completed

Launch communications campaign when completed to stakeholders

Page 23: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Andy Lattanzi & Judith Brush

Medium-Term Action Items

Page 24: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Get Into the Community Pilot

Clearly define the audiences we want to reach

Develop a 10-minute message

Visit 4-5 established groups across the county to share information on available aging services

Page 25: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Long-Term Action Items

Becky Paskind

Page 26: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Reframing Aging

• AAC

• Receives formal training on reframing aging

• AAC Communications Subcommittee

• Review and revise as necessary AAC communications according to reframing principles

• Seek input from older adults in the community on ageism and reframing efforts

• Explore social media campaign possibilities

Page 27: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Reframing AgingOverview and Exploration

Page 28: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Ageism makes

it harder to…

Receive quality

health care

Participate as an

integral member of

the community

Find work

Age well

Page 29: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Changing the Narrative

Partnership between

NextFifty Initiative and

Rose Community

Foundation

Changing how we

communicate about

aging and older adults

in order to combat

ageism; aka reframing

aging

Based on FrameWorks

Institute research

Page 30: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

The Swamp of Public

Thinking• Aging associated with deterioration, loss of

control, dependency, digital incompetence

• Older as “other”

• Individualism

• Fatalism

• Zero-Sum game

Page 31: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Language MattersDifferent words have different associations.

Page 32: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Some Reframing Guidelines:

Use “we” and “us”

Collective responsibility and

social determinants

Define ageism

Avoid a sense of crisis

Offer solutions

Concepts to use:

Innovation & ingenuity

Building momentum

Confronting injustice

Vs.

Page 33: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

“As we live longer

and healthier

lives, we have the

opportunity to…”

instead of….

Page 34: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

What can we do, now, to reframe aging?

Page 35: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

ADRC Update

August 2, 2019

Page 36: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Staff Updates –

• NEW! Community Living Program Manager – Carol Cross

• NEW! Case Management Supervisor – Guio Bravo

• ADRC Options Counselors

• Neal Waite

• Joan Santon

• Roberto Rivera

• Colleen Sinclair – Mountain Communities

• TBD – currently hiring

• Caregiver Initiative – Juliette Kershner

• Project Hope – Rebekah Van Sweden

• Veterans Service Officers

• Karen Townsend

• NEW! - JP Brown

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Role of the AAC

The Advisory Council shall provide input and guidance to the ADRC agency regarding:

• Service delivery policies and procedures

• Marketing strategies

• Service gaps and resource development

• Overall ADRC agency operations

• Service quality

• Client satisfaction

• Other related professional problems or issues

Page 38: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

What info do you need?

Page 39: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Next update –REVIEW!

Overview of service delivery policies and procedures

Marketing strategies

Structure of the ADRC

Service quality and client satisfaction

Other related professional problems or issues

Page 40: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

2018 Numbers

Type of Contact Total for 2018

Total Information & Referral Contacts 3,486

Total Pageviews to our Network of Care

Aging and Disability website277,417

Total Options Counseling Contacts 1,565

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Page 43: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Case Management Pilot with Homestead Funds

• $15 Million in Homestead Tax Exemption

• Over five years

• For SFY20 = $148,092

Project Background and description

• Streamline eligibility

• Explore integrated software/IT solutions

• Develop standardized assessment

• Pilot case management with Choices@Home

• Vouchers for services beyond Homemaker and Personal Care

Scope

Page 44: East Boulder Senior Center (5660 Souix Dr, Boulder, CO ... · 8/12/2019  · presented research on reframing aging from the FrameWorks Institute. She explained why combating ageism

Case Management Pilot with Homestead Funds

• Online application

• Standardized assessment tool

• Streamlined, accessible, and effective data systems

• Minimum of 16 case management clients

• Minimum of five new contractors

Deliverables

• August – identify working group members

• September – define case management service and eligibility, develop assessment, conduct provider market research

• October – RFP for additional providers, finalize assessment

• November – launch case management services

• December – soft launch of online forms/application

• January – official launch of online forms/application

• May – review and assess pilot, determine next steps

Timeline

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Questions?

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1

2019-2020 HOMESTEAD FUNDS BCAAA CASE MANAGEMENT PILOT 8/2/2019

OVERVIEW

1. Project Background and Description

Funds from the Homestead Tax Exemption program rolled over into the

Older Coloradans Program for the 2018-2019 State Fiscal Year (SFY). The

State Unit on Aging has received approval to distribute the approximately

$15 Million are through the funding formula to Area Agencies on Aging over

the next five fiscal years.

For SFY20, Boulder County Area Agency on Aging has been allocated

$148,092.00. The Technical Review Committee of the Aging Advisory

Council requested that BCAAA propose pilot an expansion of the

Choices@Home program to explore opportunities to provide comprehensive

Case Management, service navigation, and wider use of voucher services.

2. Project Scope

• Streamline eligibility for and access to Financial Assistance Programs

• Explore integrated software/IT solutions

• Develop standardized assessment

• Pilot case management through the Choices@Home program

• Pilot use of vouchers for services beyond Homemaker and Personal

Care.

Examples include:

o Assistive Technology

o Counseling

o Financial planning

o Home modifications

o Meals/Groceries

o Rides/Transportations

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2

3. Deliverables

• Online application/streamlined application for Financial Assistance

Programs

• Standardized assessment tool

• Recommendations for integrated IT approaches

• Minimum of 16 clients provided case management services

• Minimum of five new contractors identified across service areas

4. Timeline

• August – identify working group members, including case managers

• September – define case management service and eligibility, develop

assessment, conduct provider market research

• October – RFP for additional providers, finalize assessment

• November – launch case management services with goal of 2 clients

per month

• December – soft launch of online forms/application

• January – official launch of online forms/application

• May – review and assess pilot, determine next steps