Title: National Association of Community Health Centers, Inc.
1National Association of Community Health Centers,
Inc.
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2Americas Voice for Community Health Care
The NACHC Mission To promote the provision of
high quality, comprehensive and affordable health
care that is coordinated, culturally and
linguistically competent, and community directed
for all medically underserved people.
National Association of Community Health Centers,
Inc.
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3DEVELOPING EFFECTIVE FQHC PROGRAMS AND
APPLICATIONS
National Association of Community Health Centers,
Inc.
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4DEVELOPING EFFECTIVE FQHC PROGRAMS AND
APPLICATIONS SERVICE PACKAGE DELIVERY STRATEGY
5The Program/Proposal Logic Model
STRONG HEALTH CENTER PROGRAMS
STRATEGIC PLANNING
NEEDS ASSESSMENTS
6The Program/Proposal Logic Model
- The Needs Assessment Informs the Strategic
Planning Process Which - Forms the Basis for the Health Care Plan and the
Service Package, Staffing Profile and Delivery
Strategy - Lays Out a Rational and Logical Approach to
Implementing that Plan and Strategy - Which is Supported by a Reasonable, Realistic and
Cost Effective Budget
7Ensuring Legal Compliance
- All FQHCs must comply with applicable Section
330-related statutory and regulatory
requirements, guidelines and policies - Community Health Centers Section 330(e)
- Migrant Health Centers Section 330(e) and
Section 330(g) - Health Care for the Homeless Section 330(e) and
Section 330(h) - Public Housing Primary Care Section 330(e) and
Section 330(i) - New Access Point Applicant compliance at time of
submission or within 120 days of grant award - FQHC Look-Alike Applicant compliance at time of
submission
8 Need 30 POINTS
- USE THE NARRATIVE SECTION TO TELL A STORY - DRAW
A PICTURE - FOCUS ON THE TARGET POPULATION
- COMPARED TO..
9Program/Proposal Logic Model
- The Needs Assessment Informs the Strategic
Planning Process Which - Forms the Basis for the Health Care Plan and
Service Delivery Model - Lays Out a Rational and Logical Approach to the
Implementing that Plan - Which is Supported by a Reasonable, Realistic and
Cost Effective Budget
National Association of Community Health Centers,
Inc.
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10Building Strong FQHC Programs
Partners in the Community
Board Member Constituencies
Input from staff
Identified Need
Input from PCA
Environmental Analysis
Input from Patients
Short and Long Term Strategic Goals
Evaluation of Options
Which Patients
What Services
How Provided
How Implemented
How Supported
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Inc.
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11IDENTIFYING NEED
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Inc.
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12RULE 1A
- IDENTIFIED NEEDS HAVE TO RELATE TO
- PROGRAM
- HEALTH DISPARITIES SERVICE PACKAGE
- ACCESS PROBLEMS STAFFING PROFILE
- BARRIER PROBLEMS DELIVERY STRATEGY
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Inc.
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13RULE 1B
- IDENTIFIED NEEDS HAVE TO RELATE TO
- PROGRAM
- IDENTIFYING SCORES OF PROBLEMS WITHOUT
CORRESPONDING PROGRAM IS NOT A WINNING STRATEGY
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14From the SAC FY09 Guidance
- Information provided on need should serve as the
basis for, and align with, the proposed
activities and goals described in the health care
and business plans and throughout the
application.
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Inc.
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15IDENTIFYING NEED
- Health Disparities
- Health outcome data demonstrating that the target
population experiences disparities in health
outcomes compared to the general population in
the Service Area or other benchmarks
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Inc.
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16IDENTIFYING NEED
- Access to Care
- Data demonstrating that there is not an adequate
quantity of accessible primary health care
providers for the Target Population
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Inc.
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17IDENTIFYING NEED
- Barriers to Care Even if there are health care
resources why is it that the target population
cannot use them fully? - Cultural and/or linguistic
- Geographic/transportation
- Insurance/available income
- Other factors creating barriers
- Unique health care needs
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Inc.
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18IDENTIFYING NEED
LOOK FOR REQUIRED NEEDS DATA!!!! BUT DO NOT
LIMIT YOUR ANALYSIS TO THOSE INDICATORS!!!!
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Inc.
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19IDENTIFYING NEED
Community Based Needs Assessment
Need for Primary Care Services
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Inc.
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20LEVELS OF DESCRIPTION
PATIENTS
TARGET POPULATION
SERVICE AREA
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Inc.
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21LEVELS OF DESCRIPTION
SERVICE AREA
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Inc.
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22Service Area
- Define Service Area
- A geographic area from which your target
population will be drawn (census tracts,
counties, MUAs, HPSAs, etc.) - A logical and rational area for providing health
care services - That relates to your target population and their
accessibility and barrier issues - This is the character of the area
- Environmental/geographic characteristics
- Housing
- Economy types of economic activity
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23Service Area
- This is how the people here live
- Education
- Income
- Livelihood
- Transportation
- Socio-demographic information
- And all of these things relate to potential
health risks and barriers to care
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Inc.
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24Service Area
- And all of these things relate to
- Potential health risks
- Decreased access
- Barriers to care
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Inc.
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25LEVELS OF DESCRIPTION
TARGET POPULATION
SERVICE AREA
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Inc.
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26Target Population
- These are the people in the Service Area that I
am focusing on serving - Socio-demographic indicators
- Race Ethnicity
- Income Language/culture
- Education Insurance status
- Age Free/reduced lunch
- Employment/unemployment
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27Target Population
- Health Status Indicators/Health Disparities
- Maternal child health indicators
- Infant mortality
- Low birth weight
- Prenatal care
- Teen pregnancy
- Immunizations
- Lead paint exposure/poisoning
- Others
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28Target Population
- Health Status Indicators/Health Disparities
- Chronic Diseases
- Cancer
- Diabetes
- Asthma
- Coronary Heart Disease
- Hypertension
- Others
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29Target Population
- Health Status Indicators/Health Disparities
- Mental Health Problems
- Depression
- Suicide
- Substance abuse
- Serious mental health conditions
- Add/ADHD
- Oral Health Problems
- Caries
- Other?
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30Target Population
- Health Status Indicators/Health Disparities
- HIV/AIDS
- Nutrition/hunger
- Obesity
- Conditions Specific to Special Populations
- Environmental Exposure
- Pesticide exposure
- Skin disorders
- Accidents
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31IDENTIFYING NEED
- Define Special Populations
- specific health problems and health care needs
- significant changes in the past year impacting
specific special populations
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Inc.
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32IDENTIFYING NEED
- Special Populations Additional Descriptions
- MCH agricultural environment/crops growing
seasons special circumstances impacting demand - HCH availability of housing and other factors
that impact demand for services - PHPC recent changes in availability of public
housing and impact on demand
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Inc.
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33LEVELS OF DESCRIPTION
PATIENTS
TARGET POPULATION
SERVICE AREA
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Inc.
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34Patients
Community Based Needs Assessment
Need for Primary Care Services
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35Patients Just the Tip of the Iceberg
- Health Status
- Access to Care
- Barriers to Health Care
- Patient surveys
- Focus groups
- Chart audits
- Anecdotal information
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36IDENTIFYING NEED
- For those already providing health care to the
target population (existing grantees-Service Area
Competition and Expansion Applicationsand other
operational applicants) - Who are you serving nowhow many?
- For everyone
- How many will be served and how many projected
encounters throughout the proposed project - Give data for end of each project year and at
full capacity! - Make sure the data is consistent
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Inc.
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37IDENTIFYING NEED
- Remember
- Patient Derived Data and Information is Not
Population-Based Data! - Always Use the Correct Data for the Question
Being Asked
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38Other Area Providers
Patients
Community Based Needs Assessment
Need for Primary Care Services
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Inc.
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39ACCESS TO CARE HOW MANY PROVIDERS ARE THERE?
- Access to Care Are health care resources
available to the Target Population? - Data demonstrating that the Target Population has
restricted access to primary health care - Numbers of providers available
- Others providing resources/services to the target
population - Other FQHCs/Section 330 grantees, rural health
clinics, public health services, etc
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Inc.
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40ACCESS TO CARE HOW MANY PROVIDERS ARE THERE?
- Access to Care
- Discussion of the adequacy and effectiveness of
the existing network of care for the Target
Population - Absolute shortage of primary, oral, behavioral
care providers - Shortage specifically for Target Population
- Numbers of providers accepting Medicaid, SCHIP,
sliding fee scale - Waiting times to get appointments, etc.
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41Community Based Needs Assessment
Patients
Other Area Providers
Need for Primary Care Services
Barriers to Care
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Inc.
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42BARRIERS TO CARE
- Barriers to Care Even if there are health care
resources why is it that the target population
cannot use them fully? - Cultural and/or linguistic
- Geographic/transportation
- Insurance/available income
- Other factors creating barriers
- Unique health care needs
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Inc.
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43Community Based Needs Assessment
Patients
Other Area Providers
Need for Primary Care Services
Barriers to Care
Environmental Context
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Inc.
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44HEALTH CARE ENVIRONMENT
- Health Care Environment What is happening in
the state, region, local area that impacts the
health care status and access to care for the
target population? - Federal, state, county, local Medicaid, welfare,
other health care reforms - Implementation of 1115 and 1915(b) waivers,
Medicaid PPS, SCHIP, others - Direction that state environment and health
policy is going including trends in state
budgets, unemployment, etc.
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Inc.
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45HEALTH CARE ENVIRONMENT
- Health Care Environment
- How do these trends and policies impact the
future fiscal well being of the proposed program
and applicant organization?
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Inc.
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46ENVIRONMENT-NOT JUST HEALTH CARE
- What other environmental policy politics
will impact the proposed program? - Immigration laws
- Changing economic structure
- Employment trends
- others????
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Inc.
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47Community Based Needs Assessment
Other Area Providers
Patients
Need for Primary Care Services
Barriers to Care
State Priorities
Environmental Issues
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48STATE PRIORITIES
- How does the proposed new site fit into the state
priorities regarding health care for the
underserved? - Market Place Analysis
- Statewide Strategic Plan
- Other analyses of health care access
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49LETS DIG DEEPER INTO DATAUnderstanding
and Describing Your Target Population
50Data is Your Friend
- Finding and Generating Relevant Data
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51Considerations For Using Data
- Quality counts
- Look for and recognize bias
- Doesnt show much unless you can compare it
- Is it too small to really have meaning
- Look for supporting evidence to show trends
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52Primary Data Collection
- THAT MEANS YOU GO OUT AND GET THE INFORMATION
YOURSELF
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Inc.
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53Qualitative Approaches to Primary Data
- Qualitative Methods involve going out to talk to
people and listening to what they say!! - So, how we know who to talk to about what??
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54Qualitative Approaches to Collecting Data
- Step 1 Community Asset Mapping a social "map"
of the community - different sectors of the community business,
labor, government, religious, health care,
voluntary/civic organizations, growers, advocates - as broad of a picture of the people and
organizations that will potentially be involved
in the health center so that you can assess
clearly the needs in the community and the
options for meeting those needs. In other words,
this should be an inclusive activity.
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Inc.
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55Qualitative Approaches to Collecting Data
- Step 1 Community Asset Mapping
- Once the sectors have been identified, make a
list of the people, groups and organizations that
make up each sector for example, all of the
schools and school districts for the education
sector. - Next, identify the key influences in each sector
key people and organizations as well as
political and social trends. - Lastly, identify which components of the
community are likely to be barriers or
facilitators to a new health center and why.
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Inc.
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56Qualitative Approaches to Collecting Data
- Key Informant Interviews
- Use the Community Assets Map to identify key
stakeholders and to inform what questions you
should ask of whom - The list must represent the entire community
across race, ethnicity, age, sex, years of
residency and other community characteristics you
deem important. Informants should also be
chosen based upon the longevity and/or the nature
of their involvement with the community to cover
a full range of community opinion.
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57Qualitative Approaches to Collecting Data
- Key Informant Interviews
- Develop an interview format/questionnaire
- touch on attitudes about the community as a whole
- specifics areas perhaps economics, education,
health, leadership - what is being done to address these concerns, and
his/her ideas about what should be done - Pay attention going in to your asset map and the
position of the stakeholder the power they
wield
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58Using Knowledgeable Experts
- Persistence pays off
- They wont think your questions are dumb
- They are great sources
- - The right person will want to answer your
questions - - May have a special unpublished study
- - May know the perfect referral
- Great for hard to find information
- Give local slant
- Speak to what does it mean for your target
population
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59Qualitative Approaches to Collecting Data
- Focus Groups
- a small, selected discussion group individuals
from similar backgrounds guided by a trained
facilitator or moderator. It is used to learn
more about viewpoints on a designated topic in
combination with other information and data, to
guide future action.
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60Qualitative Approaches to Collecting Data
- Community Forums And Listening Sessions
- offer valuable insights into community dynamics
- opportunities for linkages where people who are
willing and able to help will surface - raise the credibility of the needs assessment
process by enhancing openness and inclusion - raise the level of awareness and understanding
about your issue and the community planning
initiative
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61Quantitative Primary Data Collection Approaches
- Direct Surveys Be sure you use a method that
will actually connect you with the target
population! - Telephone - now thats not going to work!!
- Mail-survey probably not that one either!!
- Door-to-door/field-to-field now we are getting
somewhere!! - Use available resources to assist university
students - Actual counts e.g., labor camps, homeless
shelters, gathering places
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62Quantitative Primary Data Collection Approaches
- Provider Surveys
- Be sure you focus on availability for the target
population!
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63Secondary Data Collection Using Other Peoples
Stuff
- Locate secondary sources
- - Web sites, links, internet searches
- - Gather reports and other documentation
- Manipulate databases
- - For example 2000 Census - can build
- tailored report
- - Conduct records review
- - Ask someone to run tailored report
- - Find someone elses report from database
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64Secondary Data Collection Using Other Peoples
Stuff
- Careful!!
- Know what question was asked and how it was asked
BIAS!!!! - Understand the definitions and assumptions are
we talking about the same thing? - Is it trend data or a snapshot?
- Does the person making data for you know what
they are doing?
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65Before You Begin Data Guidelines
- To show a current health disparity
- Compare data from the same years
- National vs. local
- To show deteriorating conditions
- Compare across years
- Read the technical notes first
- Making bad comparisons can easily loose you
credibility - Read the technical notes to avoid data potholes
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66Some places to look for data
- Census
- Local foundations and funding sources
- National foundations
- Academic institutions masters and doctoral
theses - State vital statistics
- State, county, local health departments
- Historical Society
- Labor Unions
- Water and Sewer Commissions????
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67Describing Your Target Population
- Dont Settle For What Is
- Find Legitimate and Valid Approaches to
Developing Accurate and Relevant Data - Projecting Data
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68Before You Begin Data Guidelines
- To show a current health disparity
- Compare data from the same years
- National vs. local
- To show deteriorating conditions
- Compare across years
- Read the technical notes first
- Making bad comparisons can easily loose you
credibility - Read the technical notes to avoid data potholes
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Inc.
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69Doing an Extrapolation
- When the data does not exist to appropriately
describe your Target Population Do an
extrapolation from the FY 09 SAC Guidance - In some cases, it may be difficult to find data
specific to the proposed service area or target
population, especially for applicants proposing
to serve only special populations (homeless,
migrant and/or public housing) at the appropriate
level to effectively describe the need in the
proposed service area or target population. In
such situations, applicants may utilize
extrapolation techniques to estimate the correct
value in the service area or target population
from data available at higher levels, including
the use of national data sources.
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70Doing an Extrapolation Based on Race/Ethnicity
Using Census and BRFSS Data
- This is an example you do not have to use these
data sources or population categories!!
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71Doing the Math Step 1 Get the Denominator Data
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72Doing the Math - Step 2 Creating Your Target
Population
- Add together the population data in the
respective sub-populations to create the
groupings that reflect your aggregated target
population - You can use data sources other than in this
example (state county etc.)
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73Doing the Math What Percent of Your Target
Population Does Each Sub-Population Group
Represent?
- Percentage
- ethnicity divided by total population
- Excel Tips
- To reference a fixed cell use a before the row
and column labels - Use Fill Down or Fill Right function to
automatically get values
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74 Doing the Math Step 3 Getting Prevalence Data
- BRFSS Prevalence Data - Start Page
http//www.cdc.gov/brfss/ - Choose Nationwide or Your State
- Must use 2000 data
- Choose health issue
- Input overall prevalence rate into Excel
worksheet - Click on No Grouping and choose Grouped by
Race - Input data into Excel worksheet
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75Doing the Math Step 3 Getting Prevalence Data
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Inc.
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76Doing the Math Step 4 Calculate the Target
Population Prevalence
- Multiply the percent of the total population each
sub-population represents times the prevalence of
the condition for that group statewide
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77Doing the Math Step 4 Calculate the Target
Population Prevalence
- Sub-Population Percentage X Known Prevalence Rate
Target Factor - .0901 X .0920 0.0083
- .1514 X .0610 0.0092
- .6780 X .0840 0.0570
- .0654 X .0830 0.0054
- Total All of the Sub-Population Rates
- 0.00830.00920.05700.00540.0799
- Multiple by 100 to get a percentage 7.99
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78Doing the Math Step 5 Identify the Disparity
- Target Population Prevalence of Diabetes 7.99
- Statewide Diabetes Prevalence 7.10
- EVEN BETTER ROUND THOSE NUMBERS!!
- Target Population 8.0 State 7.0
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79Recapping
- Use the same years for projections
- 2000 census
- 2000 prevalence
- You should be able to explain how you got your
numbers without blushing
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80Recapping
- This is projected data.
- Assumes that the people in your target population
have the same experiences with disease as people
in the population at large. - Will not flush out specific issues at the census
tract level - superfund site with lots of contamination
effecting health - community specific epidemic
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81Incorporating Community Needs
- RELATIONSHIP TO IDENTIFIED NEEDS
- HEALTH DISPARITIES SERVICE PACKAGE
- ACCESS PROBLEMS STAFFING PROFILE
- BARRIER PROBLEMS DELIVERY STRATEGY
82RESPONSE 20 POINTS
- RESPONSIVE TO NEEDS AND INCORPORATING COMMUNITY
AT ALL LEVELS OF PLANNING AND EVALUATION - CREATES A RESPONSIVE AND EFFICIENT SERVICE
PACKAGE - PROVIDES A COMPREHENSIVE SYSTEM OF CARE
- CONTINUITY
- ALL REQUIRED SERVICES
- LINKAGES TO SPECIALTY CARE
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83RESPONSE 20 POINTS
- PROVIDES CULTURALLY AND LINGUISTICALLY CARE
- PROVIDES AN EFFECTIVE CLINICAL STAFFING PLAN THAT
REFLECTS THE NEEDS OF THE POPULATION - ESTABLISHES AN APPROPRIATE SERVICE DELIVERY
STRATEGY - ELIMINATES COST AS A BARRIER TO CARE
- ENSURES QUALITY IMPROVEMENT AND RISK MANAGEMENT
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84COLLABORATION 10 POINTS
- COLLABORATES AND COORDINATES WITH COMMUNITY
PROVIDERS AND PROGRAMS - HAS DOCUMENTATION SUPPORTING THE COLLABORATIONS
- MUST ALWAYS MAINTAIN THE INTEGRITY OF THE FQHC
PROGRAM AND COMPLIANCE WITH APPLICABLE LAW,
REGULATION AND POLICY, REGARDLESS OF TYPE OF
PARTNER
85GOVERNANCE 10 POINTS
- DEMONSTRATES CLEARLY THAT THE GOVENING BOARD
- IS FULLY COMPLIANT WITH COMPOSITION REQUIREMENTS
- EXECUTES IT AUTONOMOUS AUTHORITIES WITHOUT
HINDERANCE FROM OUTSIDE - RECEIVES AND PARTICIPATES IN TRAINNG AND
DEVELOPMENT
86SUPPORT REQUESTED 10 POINTS
- THE BUDGET EFFECTIVELY REPRESENTS THE EFFORT
NEEDED TO SUPPORT THE PROGRAM WHILE BEING - COST EFFECTIVE
- EFFICIENT
- MAXIMIZING REVENUES
- HAS APPROPRIATE FISCAL CONTROL MECHANISMS
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87RESOURCES AND CAPABILITIES 10 POINTS
- DEMONSTRATES THAT THE ORGANIZATION IS STRUCTURED
APPROPRIATELY TO SUPPORT THE PROGRAM - HAS AN IMPLEMENTATION PLAN THAT IS CONCRETE,
TIMEBOUND AND REALISTIC
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88Sell the Organization!!
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89Sell the Organization!!
- TALK STORY
- YOUR PATIENTS AND COMMUNITY ARE YOUR BEST
SALESPEOPLE
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90Sell the Organization
- Why are YOU the appropriate entity to receive
funding or look-alike designation?? - history and status as an FQHC or health care
provider in the community, years of uninterrupted
service, and Section 330 funds received during
last 5 years (including special initiatives) - Staff skills and organizational capacity
- Prior clinical outcomes
- Cultural and linguistic appropriateness
- Evaluation capabilities
- Unique characteristics and significant
accomplishments - Prior experience and expertise in
- Working with target population(s)
- Addressing identified needs
- Developing and implementing systems and services
to meet the needs - Capability and commitment of the board,
management, and local community to support the
FQHCs operations
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91READY SET GO!!Readiness-Implementation Plans
- All NAP, Expansion applicants should
demonstrate, and provide documentation, that
within 120 days of receiving the grant award the
health center will be operational and ready to
deliver services - Location is appropriate transportation and
parking, population density, available
collaborative partners - Proposed facility will be available and ready for
occupancy - Size and number of exam rooms are appropriate
based on projected number of users at full
capacity, proposed staffing and scope of services - Staff and providers will be available and ready
to provide services
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92For the Application - Demonstrating the Health
Center Is Ready to Provide Services
- As appropriate, applicants should attach signed
leases, floor plans, renovation plans, provider
contracts, commitment letters for staff, etc. - Additional requirements for HCH and PHPC
applicants (as well as health centers operating
clinics in schools) as applicable, include - Agreement from the site sponsor that allows
services to be provided at the location - Plan for compliance with certification and/or
licensure processes
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93Readiness-Implementation Plan
- Readiness Plan
- Not Quantifiable - but definitely time framed!!
- No Numerator or Denominator
- What needs to be done (readiness) to implement
Proposed Expanded Medical Capacity, New Access,
or New Service - What needs to be done to meet Program
Expectations/ Requirements - Typically no Baseline Available
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94Readiness and Implementation Plan
- Readiness Plan Based On
- Application Narrative
- Section 330 Program Expectations
- Reimbursement Environment
- Management Work Plans
- Grant and/or Look-Alike Application Requirements
- Operational Readiness
- Sustainable Business Practice
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95The Readiness - Implementation Plan
- Areas Covered in implementation Plan
- Governance
- Administrative/Compliance Requirements
- Fiscal/Financing
- Management Information Systems
- Readiness
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96Readiness Implementation Plan
- Collaborations
- Develop Supply List and Plan Purchase Activities
- Purchase and Install Equipment
- Select MIS Patient Management and General Ledger
System
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97Readiness - Implementation Plan
- FQHC Expectations
- UDS
- Federal Procurement Policies
- Sliding Fee Program
- FQHC Billing
- Hire and Train Staff
- Negotiate Managed Care Contracts
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98Readiness Implementation Plan
- Obtain CLIA Certificates
- Apply for 340B Covered Entity Status
- Apply for Medicare (CMS) FQHC Status
- 855A Application
- Determine Medicare Cost Per Visit
- Apply for FQHC Medicaid
- State Specific
- Determine Medicaid Cost Per Visit
- Develop and Implement Marketing/Outreach Plan
- Ribbon Cutting Ceremony
- Open Health Center for Patient Services!!!!!
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99Readiness Plan - Sample Format
Plan/Activity Completion Date Person Responsible Comments
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100EVALUATIVE MEASURES 5 POINTS
- STRATEGIC PLANNING
- ORGANIZATIONAL GOALS THAT RELATE TO STRATEGIC
PLAN AND COMMUNITY/TARGET POPULATION - QUANTIFIED PERFORMANCE MEASURES
- REQUIRED
- REFLECTING DISPARITIES, ACCESS, BARRIERS
101Business Plan/Readiness Plan
-
- The Narrative described in The Need Section
should serve as the basis for and align with the
activities described in the Implementation Plan
and goals of The Business Plan - Dont Forget Special Populations
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102Deciding--Implementation Plan or Business Plan
- Business Plan
- Quantifiable Goals with denominators and
numerators - Broad based not down to action step level
- Based on contributing or restricting factors
- Office of Performance Review Goals
- Need Baselines
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103Business Plan
- Required Performance Measures
- Goals that relate to identified needs
- Other goals that are important to the centers
sustainability, fiscal health - Remember Special Populations
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104LETS LOOK AT SOME PERFORMANCE MEASURES
105IMPACT 5 POINTS
- RESPONSIVENESS TO AND INVOLVEMENT OF COMMUNITY
- ADDITIONAL ACCESS-IMPACE FOR THOSE ALREADY
OPERATIONAL - RELATIONSHIP OF GOALS AND PERFORMANCE MEASURES TO
NEEDS IDENTIFIED IN THE TARGET POPULATION
106Prepare to Go Electronic
- Register early with www.grants.gov
- Learn how to navigate the electronic submission
system - Give yourself plenty of time to upload, download,
scan and test print the document before submitting
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107Develop The Work Plan
- Start at the End
- Total time to complete is approximately 250 hours
- Decide at the beginning whether to hire out or do
it in-house - Back up from the deadline and make realistic time
estimates for each phase (planning, drafting,
finalizing) - Make the LOI Deadline or At Least 45 Days Out
Your Goal
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108Start Organized
- Develop a written task list with strict timelines
- Schedule regular check points and stick to them
- Develop list of outside documents and
activities (contracts, MOAs, etc.)
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109Start Organized
- Identify individuals responsible for each section
of the application - Needs Assessment/Population Description
- Scope of Project/Service Delivery
- Clinical
- Financial
- Administration
- Affiliations/Contracts/MOAs
- Community Involvement/Outside Support
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110Start Organized
- EVEN IF YOU HIRE A CONSULTANT
- YOUR STAFF AND BOARD MUST BE INVOLVED AND
RESPONSIBLE - PRODUCING A QUALITY PROPOSAL DEPENDS ON TIMELY
AND RELIABLE INFORMATION
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111Start Organized
- Agree on format and style
- Identify who is responsible for assuring
consistency and doing read throughs and edits - Keep track of computer files who, what, where,
how - MAKE BACK UP DISKS/CDs
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112Develop The Proposal
- Work Concurrently Even if you hire in, the
staff needs to provide information, develop the
goals and objectives and review the document - Focus on the requested information and answer the
questions - KNOW WHERE THE POINTS ARE AND WRITE TO THEM
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113Develop The Proposal
- Write for the Reviewers
- Lay out a clear road map
- Be detailed and focused
- Leave nothing to the imagination
- Do not leave any questions unanswered even if
you repeat yourself! - Use the format, headers and language in the PIN
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114Develop The Proposal
- State Clearly
- What funding you are applying for
- What type of organization you are
- Any special populations or priorities you are
addressing or qualify for
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115Final Steps
- Revise proposal as needed based on review
comments - Review document for content and accuracy
- Make sure all requested information is included
in the places it is asked for - Make sure all numbers match
- Make sure all document requirements are complied
with
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116RULES TO LIVE BY
- Everything is related
- The Needs Assessment
- Forms the Basis of the Health Plan and Service
Delivery Model - Which are Supported by the
- Business Plan and Budget
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117RULES TO LIVE BY
- Answer all of the questions wherever and whenever
they are asked - Connect the dots dont leave things hanging
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118RULES TO LIVE BY
- If it is required and you dont submit it you
are out - Get it right the first time there is no 2nd
chance for funding applications - If it is not in the budget it is not happening!!
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119THE BIG RULE
- THIS IS NOT A WORK OF FICTION!!!!
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120Reviewers are People Too!!
- Treat them with respect
- Let them know you appreciate them
- Make their job as easy as possible
- Make giving you what you are asking for a
no-brainer
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121And Most Important of All
- Remind Yourself and the Reviewers Why You Are
Doing This!!
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