The Scan Foundation

THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.

IN OCTOBER 2018, THE BOARD APPROVED THE NEW STRATEGIC FRAMEWORK FOR 2019-2023. IN THIS REFRESHED FRAMEWORK, THE FORMER THEMATIC GOAL 1: MEDICARE-MEDICAID INTEGRATION, AND GOAL 2: PERSON-CENTERED CARE, WERE COMBINED INTO THE CURRENT GOAL 1. A NEW GOAL 2 WAS ADDED, AND GOAL 3 REMAINED LARGELY THE SAME, WITH UPDATED OBJECTIVE UNDERLYING IT:(1) ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT & RECEIVE.(2) BUILD RESILIENCE & CAPACITY IN OLDER ADULTS, FAMILIES, & COMMUNITIES.(3) DRIVE RESPONSIVE FEDERAL & STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY & TOMORROW.AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS TO A LARGE EXTENT FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. DURING 2021, THE FOUNDATION DISBURSED $4,563,317 CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2021:THEMATIC GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE GOLD STANDARD OF CARE THAT ALL OLDER ADULTS COME TO EXPECT AND RECEIVE REGARDLESS OF WHETHER THEY HAVE MEDICARE ONLY, OR ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID.OUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING IN ORDER TO PROVIDE THE HIGHEST QUALITY OF CARE FOR PEOPLE WITH ACCESS TO BOTH OF THESE PROGRAMS. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALLED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:A THEME THAT SPANS THROUGHOUT ALL THE FOUNDATION'S EFFORTS IS TO PROVIDE PERSON-CENTERED CARE, PARTICULARLY TO OLDER ADULTS WITH COMPLEX CARE NEEDS AND FUNCTIONAL LIMITATIONS. IN 2021, WE LAUNCHED A PARTNERSHIP WITH THE DEPARTMENT OF HEALTH CARE SERVICES (DHCS) AND THREE GRANTEES (ATI ADVISORY, THE CENTER FOR HEALTH CARE STRATEGIES, AND NORC AT THE UNIVERSITY OF CHICAGO) TO SUPPORT THE LAUNCH OF THE OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII). THE OFFICE WILL INFORM THE STATE'S LEADERSHIP IN MEDICARE THROUGH PERSON-LEVEL, POLICY-LEVEL, AND PROGRAM-LEVEL DATA ANALYTICS. THE GRANTEES BEGAN WORK TO DEFINE THE DEMOGRAPHICS OF CALIFORNIA'S MEDICARE POPULATION AND DESCRIBE THE RANGE OF MEDICARE DELIVERY SYSTEM MODELS.DURING THE YEAR, EFFORTS TOWARD SCALING CALIFORNIA'S PERSON-CENTERED CARE MODELS CONTINUED. WORK WE OVERSAW SOUGHT TO: UNDERSTAND THE NEEDS OF MEDICAID MANAGED CARE ORGANIZATIONS AS THEY MOVED TO BECOME D-SNPS; BETTER UNDERSTAND THE RISK RELATIONSHIPS OF PROVIDERS; DEVELOP CERTIFICATION BASED ON CORE COMPETENCIES FOR PROVIDERS DELIVERING CARE; AND ENGAGE THE HEALTH CARE SECTOR TO CONSIDER CO-DESIGN. NATIONALLY, OUR WORK WITH THE SEVEN FOUNDATION (7F) COLLABORATIVE CO-FUNDED PROJECTS WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY TO GENERATE IMPLEMENTATION GUIDANCE AND POLICY RECOMMENDATIONS ON PAYMENT AND REIMBURSEMENT STRATEGIES FOR EXPANDING AND SUSTAINING THE DELIVERY OF HOME-BASED CARE OVER THE LONG TERM; AND WITH THE CONVERGENCE CENTER FOR POLICY RESOLUTION TO IDENTIFY POLICY/PRACTICE BREAKTHROUGHS TO ADVANCE REFORM AMONG CONSTITUENCIES WITH DIFFERENT VISIONS OF CARE SETTINGS FOR OLDER ADULTS. FOLLOWING THE RELEASE OF THE THIRD LONG-TERM SERVICES AND SUPPORTS (LTSS) STATE SCORECARD LAST YEAR, AARP ELICITED FEEDBACK THIS YEAR TO BETTER UNDERSTAND HOW TO EVOLVE THE SCORECARD POST-COVID-19. THE NATIONAL CONFERENCE OF STATE LEGISLATURES ALSO ENGAGED LEGISLATURES ABOUT HOW TO USE THE SCORECARD.ONE IMPORTANT LEARNING FROM OUR LTSS STATE SCORECARD EFFORTS OVER THE YEARS, IS THAT THOSE STATES WHO RANK HIGHEST HAVE A MASTER PLAN OR "BLUEPRINT FOR AGING" IN PLACE. CALIFORNIA LAUNCHED ITS MASTER PLAN FOR AGING (MASTER PLAN) IN JANUARY 2021, OUTLINING FIVE BOLD GOALS AND 23 STRATEGIES TO BUILD A CALIFORNIA FOR ALL AGES BY 2030. WE SUPPORTED THE STATE IN ITS FIRST YEAR OF MASTER PLAN IMPLEMENTATION, CONTINUING TO SERVE AS THE FUNDING HUB FOR THE PHILANTHROPIC COLLABORATIVE AND, THUS, SUPPORTING EXPERT POLICY AND COMMUNICATION CONSULTANTS. OUR MAY 2021 VOTER POLLING CONFIRMED THAT THE GOVERNOR AND ELECTED LEADERS SHOULD CONTINUE TO PRIORITIZE AND INVEST IN THE MASTER PLAN; A FOLLOW-ON POLICY BRIEFING ENGAGED LEGISLATORS AND STAKEHOLDERS WITH THE FINDINGS. WE WERE PLEASED IN JULY WHEN THE STATE'S ENACTED BUDGET INCLUDED HISTORIC INVESTMENTS FOR OLDER ADULTS AND FAMILY CAREGIVERS, AS WELL AS A $4.6 BILLION HOME AND COMMUNITY-BASED SPENDING PLAN USING FEDERAL AMERICAN RESCUE PLAN ACT (ARPA) FUNDS. THE FOUNDATION'S DIRECTOR OF POLICY AND ADVOCACY WAS NAMED TO SERVE ON THE DISABILITY AND AGING COMMUNITY LIVING ADVISORY COUNCIL, WHICH IS THE POLICY ARM OF MASTER PLAN IMPLEMENTATION FOCUSING ON LTSS, HOUSING, TRANSPORTATION, EMPLOYMENT, AND OTHER ISSUES. WE ALSO HERALDED THE OCTOBER APPOINTMENTS OF THE FIRST SENIOR ADVISOR ON AGING, DISABILITY, AND ALZHEIMER'S AND THE REPLACEMENT DIRECTOR OF THE DEPARTMENT OF AGING. THESE POSITIONS WILL BE PIVOTAL FOR THE MASTER PLAN'S SUCCESS. FINALLY, WE CONVENED PHILANTHROPIC PARTNERS TO DISCUSS THE INTERSECTION OF AGING WITH OTHER PRESSING POLICY ISSUES. THIS CONVENING SERVED AS A STARTING POINT FOR ENGAGEMENT FROM NEW PHILANTHROPIC PARTNERS TO INVEST IN MASTER PLAN IMPLEMENTATION. IN TERMS OF MASTER PLAN EFFORTS IN OTHER STATES, THROUGH OUR PROJECT WITH THE CENTER FOR HEALTH CARE STRATEGIES, A LETTER OF INTEREST (LOI) WAS DEVELOPED TO GAUGE STATES' INTEREST IN PARTICIPATING IN THE COLLABORATIVE TO DEVELOP THEIR OWN MASTER PLANS. KEY EDUCATION ACTIVITIES INCLUDED DISSEMINATION OF A GETTING STARTED TOOLKIT, THE NATIONAL CONFERENCE OF STATE LEGISLATURES' ARTICLE AND PODCAST, AND FOUNDATION-PROVIDED TECHNICAL ASSISTANCE TO NEW YORK STATE. AS A RESOURCE TO OTHER STATES, WE UPDATED OUR "BUILDING A MASTER PLAN FOR AGING: KEY ELEMENTS FROM STATES PLANNING FOR AN AGING POPULATION" PUBLICATION IN OCTOBER. OUR EFFORTS WITH THE 7F COLLABORATIVE ALSO SUPPORTED PROVIDING TECHNICAL ASSISTANCE TO SIX STATES (GEORGIA, KENTUCKY, LOUISIANA, MINNESOTA, NEVADA, AND WYOMING) AND THE DISTRICT OF COLUMBIA ON THEIR ARPA HCBS SPENDING PLANS. WE CONTINUED OUR SUPPORT OF 21 REGIONAL AGING AND DISABILITY COALITIONS THROUGHOUT THE STATE THE REGIONAL COALITIONS WHO WORK ON THEIR LOCAL LEVELS TO COORDINATE AND IMPROVE THE SERVICE DELIVERY SYSTEM. DURING 2021, THE REGIONAL COALITIONS ORGANIZED 23 EVENTS ACROSS THE STATE TO RAISE AWARENESS ABOUT THE ELEMENTS OF THE MASTER PLAN FOR AGING AND TO PREPARE AND ACTIVATE LOCAL RESOURCES TO EXPEDITE IMPLEMENTATION STRATEGIES WITH COMMUNITY PARTNERS. MORE THAN 2,760 PEOPLE ATTENDED THESE EVENTS, INCLUDING 28 STATE LEGISLATORS, 26 COUNTY BOARD OF SUPERVISORS, THREE MAYORS, AND EIGHT CITY COUNCIL MEMBERS.LIKEWISE, WE SUPPORTED THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE, MADE UP OF STATEWIDE AGING AND DISABILITY ORGANIZATIONS, TO EXCHANGE IDEAS AND SERVE AS EXPERT RESOURCE TO THE ADMINISTRATION, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AND THE CALIFORNIA LEGISLATURE. IN 2021, THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE ACHIEVED 501C3 STATUS AND HIRED ITS FIRST EXECUTIVE DIRECTOR. IT SUCCESSFULLY ADVOCATED FOR A $4 MILLION BUDGET ASK FOCUSED ON DATA TRANSPARENCY IN HOME-AND COMMUNITY-BASED SPENDING. THE COLLABORATIVE DEVELOPED SPECIFIC RECOMMENDATIONS TO DHCS FOR ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORTS IN CALAIM. IN RESPONSE, DHCS INVITED THE COLLABORATIVE TO JOIN A DESIGN GROUP DEVELOPING POLICIES FOR INDIVIDUALS AT-RISK OF INSTITUTIONALIZATION AND NURSING FACILITY RESIDENTS FACING TRANSITIONS.