Health Improvement Partnership April 2009 page 1 Executive Director 1. Advancement of Local Healthcare Solutions, with focus on: Working with all of the HIP partners as a neutral facilitator to find opportunities to further the collaborative efforts in the County; and Researching successful healthcare solutions in other communities and accessing technical assistance wherever possible. 2. Support for Community Partners, with focus on: Providing support to the Health Improvement Partnership Council (HIPC), the Safety Net Clinic Coalition (SNC) and the Health Improvement Partnership Board of Directors (HIP) and the committees of the HIPC, the SNC and the Board of Directors, with objectives focusing on but not limited to agenda planning with the Executive Committee of the Board, preparation of materials for reporting and discussion, and background work to prepare individuals with agenda item responsibility; 1. Supervising staff who will convene work groups and committees needed to support the projects identified by the HIPC, SNC and the HIP Board, including facilitation of meetings, agenda preparation, minutes, and timelines; and 2. Planning and staffing an annual HIP Board of Directors meeting. 3. Grant Administration and Fundraising, with focus on supervising staff who will Identify funding opportunities to support the work of the HIP, convene appropriate partners to apply for funding, collaborate with grant writers to complete grant applications gather necessary data, letters of support, etc.; Work with appropriate partners to submit basic grant applications to potential funders; Manage the requirements of grants awarded to the HIP including interim reports, budget reconciliation, and final reports; Ensure appropriate grant implementation; and Attending funder conferences, grant meetings, etc. 4. Program Evaluation, Reporting and Operations, with focus on: Creating an annual process to evaluate the effectiveness of the collaborative and report the findings to the partners making recommendations as appropriate; Developing necessary policies and procedures to document the business requirements of HIP and assure the partners approve and comply with those policies. Negotiating contracts with and supervising independent contractors as needed to implement the work of the HIP or the requirements of a grant Assuring timely filing of annual tax forms; and Keeping appropriate records of HIP activities. 5. Community Relations, with focus on: Representing the HIP in community meetings, forums, with the press, and at Partner organization events. 6. Medi-Cal Administrative Activities, with focus on: Prepares reports and needs assessments to develop strategies to increase Medi-Cal capacity and close Medi-Cal service gaps. (F) Collaborates with others and prepares proposals for expansion and enhancement of health and Medi-Cal services. (F) Assists to implement and oversee Medi-Cal Administrative Activities claiming process. (G)
Health Improvement Partnership April 2009 Program Director 1. Advancement of Local Healthcare Solutions, with focus on: Working with all of the HIP partners as a neutral facilitator to find opportunities to further the collaborative efforts in the County; and Researching successful healthcare solutions in other communities and accessing technical assistance wherever possible. 2. Staff Support for Community Partners, with focus on: Providing support to the Health Improvement Partnership Council (HIPC), the Safety Net Clinic Coalition (SNC) and the Health Improvement Partnership Board of Directors (HIP) and the committees of the HIPC, the SNC and the Board of Directors, with objectives focusing on but not limited to help with agenda planning with the Executive Committee of the Board, preparation of materials for reporting and discussion, and background work to prepare individuals with agenda item responsibility; 3. Serving as a neutral convener for work groups and committees needed to support the projects identified by the HIPC, SNC and the HIP Board, including facilitation of meetings, agenda preparation, minutes, and timelines; and 4. Helping to plan and staff an annual HIP Board of Directors meeting. 3. Grant Administration and Fundraising, with focus on: Identifying funding opportunities to support the work of the HIP, convening appropriate partners to apply for funding, collaborating with grant writers to complete grant applications gathering necessary data, letters of support, etc.; Working with appropriate partners in submitting submit basic grant applications to potential funders; 5. Managing the requirements of grants awarded to the HIP including interim reports, budget reconciliation, and final reports; 6. Ensuring appropriate grant implementation; and 7. Attending funder conferences, grant meetings, etc. 4. Program Evaluation, Reporting and Operations, with focus on: Assisting to create an annual process to evaluate the effectiveness of the collaborative and report the findings to the partners making recommendations as appropriate; Assisting to develop necessary policies and procedures to document the business requirements of HIP and assure the partners approve and comply with those policies. Assisting with negotiation of contracts with independent contractors as needed to implement the work of the HIP or the requirements of a grant Assisting with timely filing of annual tax forms; and Keeping appropriate records of HIP activities. 5. Community Relations, with focus on: Representing the HIP in community meetings, forums, with the press, and at Partner organization events. 6. Medi-Cal Administrative Activities, with focus on: Prepares reports and needs assessments to develop strategies to increase Medi-Cal capacity and close Medi-Cal service gaps. (F) Collaborates with others and prepares proposals for expansion and enhancement of health and Medi-Cal services. (F) Assists to implement and oversee Medi-Cal Administrative Activities claiming process. (G)
NOT USED Health Improvement Partnership April 2009 Administrative Assistant 1. Word process/copy/print a variety of materials such as minutes, reports, memoranda, invoices, correspondence, flyers, bulletins, etc. using MS-Office (Word, Excel, Publisher). 2. Coordinate Meetings / Trainings / Special Events: Planning, Scheduling and Preparation coordinate food, facility, equipment rentals needed, etc.; Maintain registration, mailing lists and other records; Prepare meeting packets; Take minutes at Safety Net Clinic Coalition meetings and other meetings as requested 3. Track HIP contracts and expenses; prepare check requests, payroll forms and other information required by United Way; reconcile invoices with contracts and expenses; maintain project tracking and audit binders as requested. 4. Develop and maintain HIP master files in coordination with United Way requirements, including financial and legal documents, reports and reference materials. 5. Collect data and prepare funder and grant reports for Healthy Kids and other HIP programs as requested. 6. Create and send e-notices for HIP programs, meetings and events using Constant Contact when appropriate. Manage and track email replies and e-board votes. Maintain contact database. 7. Maintain inventory and ordering of supplies and program materials. 8. Serve as liaison with Central Coast Alliance for Health and United Way of Santa Cruz County regarding office procedures, supplies and technical support. 9. Gather relevant media and maintain internal archives. 10. Orient student interns and other administrative support staff to office procedures.
Health Improvement Partnership July 2010 Health Navigator 1. Participate with HIP Health Navigator program team members and staff associated with partnering agencies, including hospitals and safety net clinics in the planning and coordination of the project. (Medi-Cal related planning F) 2. Work with Project Connect Team to design a Health Navigator program that coordinates with the frequent users of emergency department program. 3. Provide input to the design, testing and improvements for the health navigator project model of services. (Medi-Cal related planning F) 4. Meet with family members to access, clarify and plan follow-up related to information they are provided at discharge, including treatment options (Medi-Cal related referral (A, B), diagnoses, medications, and recommended follow-up care and also self-care management, prevention practices and recommended behavior change. 5. Assess need for, and provide support related to client motivational factors involved in implementing hospital discharge plan 6. Serve as a reliable guide and ally for patients and family members to lean on for advice, support and direction as they navigate from inpatient hospital care to primary care medical homes, access medications and implement discharge plans 7. Provide input to final data collection protocols; collect data and document client services per protocols 8. Provide input to program evaluation design, assist in implementing aspects of program evaluation as identified, including conducting interviews with project participants, etc. 9. Provide information to high risk, high need HIP clients to provide information about services offered by Medi-Cal, and directs clients to application and eligibility staff for eligibility determination. Refers Medi-Cal eligible individuals and families directly to provider services. (A, B) 10. Assist individuals and families with aspects of the Medi-Cal and Healthy Families/Medi-Cal for Children application process. (C) 11. Work with community and government agencies to identify and fill gaps in health and Medi-Cal services by collaborating and planning for clients and families in need of such services. (F)
Health Improvement Partnership July 2012 NOT USED Finance and Human Resource Director 1. Policies and Procedures Review, establish, document and carry out financial policies and procedures, to include manual development Review, establish, document and carry out personnel policies and procedures,, to include manual development 2. Maintenance of GAAP Work independently with consultation from Accountancy Corporation to ensure timely and accurate bookkeeping, payroll and financial reporting Perform bookkeeping duties including entry of data into Quick Books and preparation of data entry and documentation Responsible for annual audits: financial, Workers Comp, and grant-related Cash Management 3. Consult with appropriate HR professionals to ensure handling of HR issues legally and confidentially 4. Grants Reporting and Administration Generate financial grant tracking reports Assist administration of grant claiming programs including MAA Provide or receive training for grant administration Participate in time surveys, time survey completion, sample documentation as needed for grants Attend administrative meetings 5. Prepare materials for HIP Executive Committee meetings. 6. Assists to implement and oversee Medi-Cal Administrative Activities claiming process. (G)
Health Improvement Partnership July 2012 Health Navigator Pilot Program Coordinator 1. Lead and coordinate a decentralized team consisting of a nurse, mental health specialist, community health workers, and a consulting physician 2. Organize and lead weekly Health Navigator team huddles 3. Provide direct client health navigation services, as needed. Including: a. Informing about Medi-Cal program services and linking potentially eligible families to Medi-Cal or Healthy Families and/or linking Medi-Cal enrollees to Medi-Cal covered services (A, B) b. Linking clients or families and/or high risk groups with identified health needs to Medi-Cal covered services to meet their needs (A, B) 4. Interface and work collaboratively with partner agency representatives to enhance the delivery of health and Medi-Cal services. (Medi-Cal related planning - F) 5. Assist with continued program planning, improvement and evaluation a. Develop strategies to increase health system capacity and close Medi-Cal service gaps (F) b. Assess the effectiveness of Medi-Cal referral protocols (Medi-Cal related planning - F) 6. Present program updates to HIP member organizations, including to HIPC/SNCC 7. Facilitate team building and public relations. 8. Ensure client-centered care with opportunities for client and family input. a. Familiarize and assist families with Medi-Cal application process. (C) 9. Perform grant writing and reporting, as appropriate. 10. Oversee data collection and analysis, including making client survey calls. (Medi-Cal related planning activities - F)
Health Improvement Partnership July 2012 - page 1 Policy and Outreach Director 1. Works with Safety Net Clinic Coalition to develop collaborative relationships among safety net providers and with other community stakeholder groups (those activities listed below related to Medi-Cal planning tasks below will be coded to F): Working with all safety net partners as a neutral facilitator to find opportunities to further collaborative efforts in the County; Providing support to the Health Improvement Partnership Council (HIPC), the Safety Net Clinic Coalition (SNCC) and the Health Improvement Partnership Board of Directors (HIP) including coordinating presentations on safety net capacity, identifying unmet needs, and best practices for improving safety net services (F); Serving as liaison between state health collaborative and county health service system; and Participating in interagency or community discussions on safety net capacity, unmet needs, and best practice strategies (F). 2. Directs portfolio of HIP programs & initiatives to improve outreach, enrollment and utilization of health care services by low income residents (those activities listed below related to Medi-Cal planning tasks below will be coded to F): Providing support to the Healthy Kids Outreach, Enrollment, Retention and Utilization Committee and the Healthcare Outreach Coalition as requested with objectives focusing on but not limited to help with agenda planning, preparation of materials for reporting and discussion, and background work to prepare individuals with agenda item responsibility; 8. Serving as the policy and outreach liaison and staff leader to the Healthy Kids program; analyzing and making recommendations regarding its policies and business needs (F); assuming lead responsibility for presentations and community relations; providing consultation to the Healthy Kids committees; 9. Serving as a neutral convener for work groups and committees needed to support outreach, enrollment and utilization of health services by low income residents; and 10. Directs community communications on coverage expansion and health care reform including for the Spanish speaking community (F). 3. Manages Grants and Fundraising, with focus on: Identifying funding opportunities to support the work of the HIP, convening appropriate partners to apply for funding, collaborating with grant writers to complete grant applications gathering necessary data, letters of support, etc.; Working with appropriate partners in submitting submit basic grant applications to potential funders; 11. Managing the requirements of grants awarded to the HIP including interim reports, budget reconciliation, and final reports; 12. Ensuring appropriate grant implementation; and 13. Attending funder conferences, grant meetings, etc. Continued on following page
Health Improvement Partnership July 2012 - page 2 Policy and Outreach Director - cont'd. 4. Evaluates and reports to the community on safety net health care (those activities listed below related to Medi-Cal planning tasks below will be coded to F), with focus on: Collecting and analyzing local, state and national data on the utilization of safety net services (F); Identifying and assessing the health care needs of low income residents and identifying gaps in available services and resources provided by community-based health and local government services to improve health (F); Surveying community partners on the challenges and opportunities of providing services for low income clients (F); Developing service strategies and plans to increase safety net capacity, close gaps, and improve health and decrease disparities of low income population (F); and Develop presentations and reports to present data, analysis and strategies to health care providers and other community stakeholders (F). 5. Community Relations (those activities listed below related to Medi-Cal planning tasks below will be coded to F), with focus on: Representing the HIP in community meetings, forums, with the press, and at partner organization events ; Developing effective public information and policy materials in support of HIP s mission to inform and engage health care organizations and the public in health care reform including the needs of the low income community and the uninsured; and Participating in interagency or community discussions on health service system capacity; identifying unmet needs and gaps in health, mental health, and alcohol and drug program services; and developing strategies to meet needs and close gaps. (F)
Health Improvement Partnership June 2013 page 1 Executive Director 1. Advancement of Local Healthcare Solutions, with focus on: Working with all of the HIP partners as a neutral facilitator to find opportunities to further the collaborative efforts in the County; and Researching successful healthcare solutions in other communities and accessing technical assistance wherever possible. 2. Support for Community Partners, with focus on: Providing support to the Health Improvement Partnership Council (HIPC), the Safety Net Clinic Coalition (SNC) and the Health Improvement Partnership Board of Directors (HIP) and the committees of the HIPC, the SNC and the Board of Directors, with objectives focusing on but not limited to agenda planning with the Executive Committee of the Board, preparation of materials for reporting and discussion, and background work to prepare individuals with agenda item responsibility; Supervising staff who will convene work groups and committees needed to support the projects identified by the HIPC, SNC and the HIP Board, including facilitation of meetings, agenda preparation, minutes, and timelines; and Planning and staffing an annual HIP Board of Directors meeting. 3. Grant Administration and Fundraising, with focus on supervising staff who will Identify funding opportunities to support the work of the HIP, convene appropriate partners to apply for funding, collaborate with grant writers to complete grant applications gather necessary data, letters of support, etc.; Work with appropriate partners to submit basic grant applications to potential funders; Manage the requirements of grants awarded to the HIP including interim reports, budget reconciliation, and final reports; Ensure appropriate grant implementation; and Attending funder conferences, grant meetings, etc. 4. Program Evaluation, Reporting and Operations, with focus on: Creating an annual process to evaluate the effectiveness of the collaborative and report the findings to the partners making recommendations as appropriate; Developing necessary policies and procedures to document the business requirements of HIP and assure the partners approve and comply with those policies. Negotiating contracts with and supervising independent contractors as needed to implement the work of the HIP or the requirements of a grant Assuring timely filing of annual tax forms; and Keeping appropriate records of HIP activities. 5. Community Relations, with focus on: Representing the HIP in community meetings, forums, with the press, and at Partner organization events. Continued on following page
Health Improvement Partnership June 2013 page 2 Executive Director cont d. 6. Medi-Cal Administrative Activities, with focus on: Prepares reports and needs assessments to develop strategies to increase Medi-Cal capacity and close Medi-Cal service gaps. (15, 17) Preparing proposals for expansion and enhancement of health and Medi-Cal services to clients and families based on intra and interagency coordination and collaboration. (15, 17) Assists with administrative aspects of the MAA claiming process. (19) Attends training related to the performance of MAA. (20) Employee Signature (please sign in blue ink) Date
Health Improvement Partnership - page 1 June 2013 Policy and Outreach Director 1. Works with Safety Net Clinic Coalition to develop collaborative relationships among safety net providers and with other community stakeholder groups (those activities listed below related to Medi-Cal planning tasks below will be coded to 15, 17): Working with all safety net partners as a neutral facilitator to find opportunities to further collaborative efforts in the County; Providing support to the Health Improvement Partnership Council (HIPC), the Safety Net Clinic Coalition (SNCC) and the Health Improvement Partnership Board of Directors (HIP) including coordinating presentations on safety net capacity, identifying unmet needs, and best practices for improving safety net services (15, 17); Serving as liaison between state health collaborative and county health service system; and Participating in interagency or community discussions on safety net capacity, unmet needs, and best practice strategies (15, 17). 2. Directs portfolio of HIP programs & initiatives to improve outreach, enrollment and utilization of health care services by low income residents (those activities listed below related to Medi-Cal planning tasks below will be coded to 15, 17): Providing support to the Healthy Kids Outreach, Enrollment, Retention and Utilization Committee and the Healthcare Outreach Coalition as requested with objectives focusing on but not limited to help with agenda planning, preparation of materials for reporting and discussion, and background work to prepare individuals with agenda item responsibility; Serving as the policy and outreach liaison and staff leader to the Healthy Kids program; analyzing and making recommendations regarding its policies and business needs (15, 17); assuming lead responsibility for presentations and community relations; providing consultation to the Healthy Kids committees; Serving as a neutral convener for work groups and committees needed to support outreach, enrollment and utilization of health services by low income residents; and Directs community communications on coverage expansion and health care reform including for the Spanish speaking community (15, 17). 3. Manages Grants and Fundraising, with focus on: Identifying funding opportunities to support the work of the HIP, convening appropriate partners to apply for funding, collaborating with grant writers to complete grant applications gathering necessary data, letters of support, etc.; Working with appropriate partners in submitting submit basic grant applications to potential funders; Managing the requirements of grants awarded to the HIP including interim reports, budget reconciliation, and final reports; Ensuring appropriate grant implementation; and Attending funder conferences, grant meetings, etc. Continued on following page
Health Improvement Partnership June 2013 - page 2 Removed June 2014 Policy and Outreach Director - cont'd. 4. Evaluates and reports to the community on safety net health care (those activities listed below related to Medi-Cal planning tasks below will be coded to 15, 17), with focus on: Collecting and analyzing local, state and national data on the utilization of safety net services (15, 17); Identifying and assessing the health care needs of low income residents and identifying gaps in available services and resources provided by community-based health and local government services to improve health (15, 17); Surveying community partners on the challenges and opportunities of providing services for low income clients (15, 17); Developing service strategies and plans to increase safety net capacity, close gaps, and improve health and decrease disparities of low income population (15, 17); and Develop presentations and reports to present data, analysis and strategies to health care providers and other community stakeholders (15, 17). 5. Community Relations (those activities listed below related to Medi-Cal planning tasks below will be coded to 15, 17), with focus on: Representing the HIP in community meetings, forums, with the press, and at partner organization events ; Developing effective public information and policy materials in support of HIP s mission to inform and engage health care organizations and the public in health care reform including the needs of the low income community and the uninsured; and Participating in interagency or community discussions on health service system capacity; identifying unmet needs and gaps in health, mental health, and alcohol and drug program services; and developing strategies to meet needs and close gaps. (15, 17) 6. Attends training related to the performance of MAA. (20) Employee Signature (please sign in blue ink) Date
Health Improvement Partnership June 2013 Program Coordinator 1. Establishing and coordinating the development, initiation, and deployment of interagency Health Navigator staff and resources to serve Medi-Cal clients; 2. Developing and reviewing Health Navigator program protocols, policies, and procedures to coordinate Medi- Cal covered services for individuals; (Medi-Cal related planning 15, 17) 3. Collecting and analyzing Medi-Cal data for Health Navigator program assessment, including internal monitoring and reporting; (Medi-Cal related planning 15, 17) 4. Assessing the effectiveness of Health Navigator program forms, care documents, and referral protocols related to the provision of services for Medi-Cal clients; (Medi-Cal related planning 15, 17) 5. Negotiating and processing MOU agreements that support interagency coordination to improve the delivery of Medi-Cal services; and 6. Participating in interagency and community discussions on gaps in the coordination of Medi-Cal covered services and furthering strategies to close these gaps. (Medi-Cal related planning 15, 17) 7. Preparing and managing grant proposals related to the continuation of covered health and mental health services; 8. Collecting and analyzing Healthy Kids Health Plan data for program assessment, including internal monitoring and reporting; 9. Developing monthly, quarterly, and biannual enrollment and utilization reports for individuals covered by Medi-Cal and the Healthy Kids Health Plan; and 10. Staffing and participating in interagency discussions on Medi-Cal and Healthy Kids system capacity. (Medi-Cal related planning 15, 17) 11. Prepares proposals for expansion and enhancement of health and Medi-Cal services to clients and families based on intra and interagency coordination and collaboration. (15, 17) 12. Attends training related to the performance of MAA. (20) Employee Signature (please sign in blue ink) Date
Health Improvement Partnership June 2015 Program Director 1. Organize and facilitate a Community Behavioral Health Action Group to develop a payer-blind integrated system of behavioral health services for all residents of Santa Cruz County. Establish measurable outcomes for the activities of the group. (Medi-Cal program planning activities 15, 17) 2. Support ongoing external initiatives to improve transitions in care for hospitalized safety net patients and coordinate community programs for high utilizers. 3. Track state and national health reform policy in the areas of value-based payment models and behavioral health parity. Attend state and national health policy conferences as requested. 4. Assist in planning meetings of the HIP Council and the Safety Net Clinic Coalition. (Medi-Cal program planning activities 15, 17) 5. Collaborate with other members of the HIP staff team in strategic planning, coordinating the HIP portfolio of projects and outcome measures, leading the development of grant proposals, managing consulting engagements, and providing administrative back-up for the Executive Director. (Medi-Cal program planning activities 15, 17) 6. Prepares reports and needs assessments to develop strategies to increase Medi-Cal capacity and close Medi-Cal service gaps. (15, 17) 7. Preparing proposals for expansion and enhancement of health and Medi-Cal services to clients and families based on intra and interagency coordination and collaboration. (15, 17) 8. Attends training related to the performance of MAA. (20) Employee Signature (please sign in blue ink) Date
Health Improvement Partnership June 2015 Program Analyst 1. Conducts health care research including compiling and health care utilization, financial and patient outcome data from multiple primary and secondary sources, developing surveys and questionnaires. (Medi-Cal related program planning 15, 17) 2. Collaborates with other organizations to share community data including Community Assessment Project and HealthyCity in order to assess service gaps, identify disparities, and track collective outcomes. Assists HIP member organizations with compiling accurate Santa Cruz County data for program planning, grant and evaluation reports. (Medi-Cal related program planning 15, 17) 3. Tracks health policy reports from local, state and national research and prepares summaries for HIP staff and for presentation to the HIP Council and the Safety Net Clinic Coalition. (Medi-Cal related program planning 15, 17) 4. Supports Community Education events with curriculum development, coordination of speakers, preparation of materials and CME/CEU applications as appropriate. 5. Collaborate with other members of the HIP staff team in strategic planning, coordinating the HIP portfolio of projects and outcome measures, developing grant proposals, supporting consulting engagements, and back-up for the Executive Assistant and Financial/Human Resources Supervisor. 6. Prepares reports and needs assessments to develop strategies to increase Medi-Cal capacity and close Medi-Cal service gaps. (15, 17) 7. Preparing proposals for expansion and enhancement of health and Medi-Cal services to clients and families based on intra and interagency coordination and collaboration. (15, 17) 8. Attends training related to the performance of MAA. (20) Employee Signature (please sign in blue ink) Date