Outreach Access and Recovery (SOAR) Advocacy Pre-Application - - PowerPoint PPT Presentation

DC Department of Human Services Family Services Administration

FY18 ​Supplemental Security Income (SSI) Social Security Disability Income (SSDI) Outreach Access and Recovery (SOAR) Advocacy​ Pre-Application Conference July 16, 2018

Agenda

• Background
• Request For Applications

– Overview – Target population – Application format

• Selection Criteria
• Application Deadline

– Submission methods

• Q & A

Homeward DC - Strategy 4

• Increase the economic security of households
• Action Item: Provide capacity building support

to providers and/or create a dedicated SOAR team to help clients navigate the SSI/SSDI application process

SOAR Model

• SOAR Case Managers are trained on the

SSI/SSDI application process and develop partnerships with SSA and DDS staff

• Serve as appointed representatives for clients,

collecting medical records, and verifying necessary information

• Submit complete and high quality applications

and track process status for clients

2017 SOAR Outcomes

• 64% national approval rate for initial applications

with 73% approval rate in DC

• 28.5% approval for all non-SOAR applications
• 12% approval for non-SOAR applications from

individuals experiencing homelessness and serious mental illness

• 96 day national average for SOAR approval
• Over a year for non-SOAR applications
• Over $356 million in benefits for SOAR clients

RFA Overview

• Name: Supplemental Security Income (SSI) / Social

Security Disability Income (SSDI) Outreach Access and Recovery (SOAR) Advocacy

• Purpose: Identify Grantee(s) with plans to utilize the

SOAR methodology to work with clients, medical providers, and SSA/DDS staff to submit applications, provide follow-up, and ensure communication to improve outcomes and shorten process timeframe

• Funding: Up to $500,000 for up to five providers
• Award period: Sep. 28, 2018 to Sep. 27, 2019

– Up to three additional option years

Target Population

• Eligible adults who

–Live in the District, –Are experiencing homelessness, at risk of homelessness, or in a supportive housing program, and –Have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder

Pay for Performance Rates

Service Rate

Initial application with Medical Summary Report (Waiting for approval or Denied) $1,150 Initial application with Medical Summary Report (Approved) $1,900 Administrative Law Judge (Approved) $2,550 Administrative Law Judge (Denied) $1,000

Onboarding Amount

One time onboarding funds per case manager $15,000

Program Overview

• Increase access to SSI and SSDI benefits for

the target population;

• Develop collaborative relationships with the

local SSA field offices and DDS personnel;

• Work with the referral sources, DHS, and

community partners to identify potential candidates;

Program Overview Con’t.

• Assess individuals who have potential

eligibility for SSI/SSDI;

• Serve as the client’s appointed representative;
• Collect medical records from providers who

have treated the client;

• Write a comprehensive SOAR Medical

Summary Report (MSR);

Program Overview Con’t.

• Coordinate case management services and

link clients to support services;

• Utilize the SOAR Online Tracking Application

to track and report application outcomes; and

• Actively participate in the District’s SOAR

working group

SOAR Performance Standards

• 100% of the funds from this grant are for SOAR-specific activities
• 50% of SOAR Case Managers time must be dedicated to SOAR
• Submit a minimum of 20 SSI/SSDI applications via SOAR

– 50% of the applications for DHS supportive housing clients

• Submit the Appointed Representative form within 30 days of

accepting a client

• 75% of the applications should be submitted within 55 days of

the protective filing date

• Submit medical records/MSR within 30 days of claim transfer

from SSA to DDS

• Use the SOAR Online Tracking Application for all SOAR

applications and document all relevant client information in HMIS

Application Package

• Applicant Profile (Attachment A)
• Table of Contents
• Application Summary (not to exceed 3 pages)

that highlights the major aspects of the

• bjectives discussed in depth in other sections

Project Narrative

• Not to exceed 12 pages
• Specific, measurable program objectives
• Specific services to be provided
• Detailed work plans for activities
• Impact of SOAR Advocacy due to your
• rganization’s involvement
• History and experience with the homeless

individuals/people with disabilities and services for the same population

– Including your organization and your leadership/staff

Program Budget & Narrative

• Proposed salaries and wages for project staff
• Proposed benefits comparable to those paid to

the other staff (show fringe rate)

• Proposed supplies and materials
• Rental or leasing of space for SOAR Advocacy

– Rents must not exceed prevailing rates – Include utilities, telephone, maintenance services directly related to project activities – Include insurances, subscriptions and postage

• Indirect: Show calculation and indirect rate

Application Package Attachments

• Attachments B: Certifications
• Attachment C: Assurances
• Attachment E: Work Plan
• Attachment F: Staffing Plan
• Attachment G: Budget
• Attachment I: Collaboration Commitment Form
• Attachment J: Confidentiality Statement

Application Package Appendices

• Resumes, position descriptions, organizational

chart, Articles of Incorporation, Bylaws, list of current Board of Directors, MOUs

• Most recent annual audit
• IRS Letter of Non-Profit Status, Form 990, DC

Business License, Certificate of Good Standing, Certificate of Occupancy, Fire Inspection, etc.

Application Format

• 8½ by 11-inch paper
• Margins must be no less than 1 inch
• 12-point font (Times New Roman

recommended) with 1.5 line spacing

• Pages double sided and numbered
• Review panel will not review applications that

do not conform to these requirements

Scoring Criteria Overview

• Criterion A: Organizational Capability and

Relevant Experience (Total 35 Points)

• Criterion B: Program Design (Total 40 Points)
• Criterion C: Sound Fiscal Management and

Reasonable Budget (Total 20 Points)

• Criterion D: Overall Feasibility of the Project

(Total 5 Points)

Capacity & Experience (35 Points)

• 15 Points: Knowledge and experience

relevant to providing SOAR Advocacy

• 10 Points: Appropriateness and cultural

competency of services to be delivered

• 10 Points: Qualified staff with the

training and experience to offer SOAR Advocacy

Program Design (40 Points)

• 5 Points: Proposed activities/work plan will

result in timely project start-up

• 35 Points: Describe how the SOAR Advocacy

model will:

– Develop relationships with SSA and DDS – Identify and assess potential clients – Serve as appointed representative and engage clients throughout the process – Submit complete and accurate applications – Track and report application outcomes

Fiscal Management (20 Points)

• 10 Points: Provide evidence of sound

fiscal management and financial stability

• 10 Points: Demonstrate that the

proposed budget is reasonable, realistic, and will meet performance standards

Overall Feasibility (5 Points)

• 5 Points: Provide documentation that the

proposed program will be fully supported by management and that the project is compatible with the mission of the

• rganization and will be effectively

coordinated and integrated with its other activities

Application Deadline

• To be considered for funding, Applications

must be received no later than 4:00 p.m. on July 30, 2018

• Supplements, deletions or changes to the

application will not be accepted after submission

Application Submission

• Requirements for paper submission

– One stamped original and four copies in a sealed envelope or package – Two copies of the Applicant Profile must be affixed to the outside of each envelope or package

Application Submission Con’t.

• Location

The District of Columbia Department of Human Services Family Services Administration Attn: William Kuennen 64 New York Ave. NE, 6th Fl. Washington, DC 20002

• Electronic Submission

william.kuennen@dc.gov

For Paper Submissions

• William Kuennen, Program Manager

– Primary contact – Desk: 202.671.4465 – Cell: 202.809.3590 – william.kuennen@dc.gov

• Jim Crawford, Program Analyst

– Secondary contact – Desk: 202.671.4357 – jim.crawford@dc.gov

Q&A