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. DURING 2022, THE FOUNDATION DISBURSED $6,842,985 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.

THE FOUNDATION'S STRATEGIC FRAMEWORK FOR 2019-2022, AS UPDATED FROM TIME TO TIME, FOCUSES ON THREE THEMATIC GOALS. THE GOALS ARE AS FOLLOWS: GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT AND RECEIVE. GOAL 2: BUILD RESILIENCE AND CAPACITY. BUILD RESILIENCE AND CAPACITY IN OLDER ADULTS, FAMILIES, AND COMMUNITIES. GOAL 3: DRIVE RESPONSIVE FINANCING POLICIES. DRIVE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW.DURING 2022, THE FOUNDATION FOCUSED ON THEMATIC GOALS 1 AND 3, ABOVE, ALONG WITH A NEW GOAL TO DEVELOP AND BEGIN IMPLEMENTING A COMPREHENSIVE DIVERSITY, EQUITY, AND INCLUSION (DEI) STRATEGY FOR OUR INVESTMENT AND GRANT OPERATIONS. AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2022: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 RECEIVEREGARDLESS 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 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 MARSHALED 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. CALIFORNIA'S OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII): IN 2022, OMII, WHICH THE FOUNDATION HELPED LAUNCH IN 2021, HELD MEDICARE ADVANTAGE (MA) MEETINGS TO ENGAGE MA PLANS IN THOUGHT PARTNERSHIP. INITIAL MEETING TOPICS RELATED TO THE "FORGOTTEN MIDDLE" POPULATION AND STRENGTHENING DATA SHARING. ATI ADVISORY, A CONSULTING FIRM ENGAGED BY THE FOUNDATION, CONTINUED TO PRODUCE DATA CHARTBOOKS FOR OMII, ONE ON CHRONIC CONDITIONS AND ANOTHER ON BEHAVIORAL HEALTH UTILIZATION AMONG MEDICARE BENEFICIARIES. INFORMED BY ATI ADVISORY'S ANALYSIS, THE CENTER FOR HEALTH CARE STRATEGIES (CHCS), WITH FUNDING FROM THE FOUNDATION, LED THE PROJECT TEAM IN DEVELOPING A MATRIX FOR OMII TO IDENTIFY AND PRIORITIZE POLICY STRATEGIES TO ADDRESS THE NEEDS OF CALIFORNIA'S MEDICARE POPULATION. CHCS ALSO SUPPORTED THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES' DEVELOPMENT OF THE DUAL SPECIAL NEEDS PLAN (D-SNP) CONTRACT TEMPLATE AND MODEL OF CARE AS THE STATE TRANSITIONS DUALS INTEGRATION TO AN EXCLUSIVELY ALIGNED ENROLLMENT D-SNP MODEL (PART OF CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL, OR CALAIM). HEALTH POLICY JOURNAL HEALTH AFFAIRS HIGHLIGHTED THE EFFORTS: HTTPS://WWW.HEALTHAFFAIRS.ORG/CONTENT/FOREFRONT/EXPANDING-STATES-MEDICAID-CAPACITY-MEET-NEEDS-MEDICARE-BENEFICIARIES-INCLUDING-DUALLY.CALIFORNIA'S MASTER PLAN FOR AGING (MPA): THE SCAN FOUNDATION (TSF) FUNDED MULTIPLE PROJECTS ALONG WITH OUR PHILANTHROPIC PARTNERS IN SUPPORT OF CALIFORNIA MPA IMPLEMENTATION FOCUSED ON CAPACITY BUILDING AND PROGRAM AND POLICY ANALYSIS. RESULTS INCLUDED: CA FOR ALL AGES & ABILITIES DAY OF ACTION (HTTPS://WWW.CAFORALL.ORG/) HOSTED BY CALIFORNIA DEPARTMENT OF AGING (CDA) WITH FOUNDATION SUPPORT WHERE MORE THAN 860 PARTICIPANTS DIALOGUED ON MPA PRIORITIES FOR 2023-24. JUSTICE IN AGING CONVENED MPA STAKEHOLDERS AND COORDINATED PRIORITIZATION OF MPA ISSUES PRESENTED AS A UNITED VOICE AT NUMEROUS PUBLIC MEETINGS, INCLUDING THE 2022 CA FOR ALL AGES & ABILITIES EVENT; MYRICK DATA SOLUTIONS HELPED BUILD CDA DATA CAPACITY AND CONTRIBUTED TO DEVELOPMENT OF THE DATA DASHBOARD FOR AGING (HTTPS://MPA.AGING.CA.GOV/DASHBOARD/); COLLABORATIVE CONSULTING COMPLETED A SWOT ANALYSIS OF THE AGING AND DISABILITY RESOURCE CONNECTION/NO WRONG DOOR PROGRAM THAT CONTRIBUTED TO A SUCCESSFUL FEDERAL GRANT APPLICATION; COLLABORATIVE CONSULTING DEVELOPED A ROADMAP FOR CDA'S $150 MILLION DIRECT CARE WORKFORCE INITIATIVE TO INCENTIVIZE, SUPPORT, AND FUND CAREER PATHWAYS FOR DIRECT CARE WORKERS THAT INCLUDES $89 MILLION IN GRANTS TO 78 COMMUNITY-BASED ORGANIZATIONS; ANALYSIS OF CALIFORNIA'S HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) BY ATI ADVISORY AND DEVELOPMENT OF A ROADMAP FOR HICAP MODERNIZATION; DL SOLUTIONS ANALYZED AND PROVIDED RECOMMENDATIONS FOR MULTIPURPOSE SENIOR SERVICES PROGRAM MODERNIZATION.LOCAL MPA ACTIVITIES SUPPORTED BY TSF INCLUDE THE CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS (CCLTSS) PARTNERED WITH CDA AND THE UNIVERSITY OF CALIFORNIA, LOS ANGELES, TO MAP LOCAL MPA IMPLEMENTATION IN THE STATE'S 58 COUNTIES. DATA WAS PUBLISHED IN DECEMBER 2022 AND PROMOTED WITH THE UPDATED MPA IN EARLY 2023. TSF'S CEO IS ALSO A MEMBER OF THE IMPLEMENTING THE MPA IN CALIFORNIA TOGETHER (IMPACT) COMMITTEE. IMPACT ADVISES THE CALIFORNIA HHS AGENCY ON THE IMPLEMENTATION OF THE MPA, FOCUSING ON ACCOUNTABILITY, OUTCOMES, AND CONTINUOUS IMPROVEMENT TOWARDS THE PLAN'S FIVE BOLD GOALS FOR 2030. MPA IN OTHER STATES: IN 2022, THE FOUNDATION TARGETED FIVE STATES TO INITIATE THE DEVELOPMENT OR FURTHER IMPLEMENTATION OF MPA. A TOTAL OF 11 STATES MET THE CRITERIA COLORADO, ILLINOIS, INDIANA, MISSOURI, NEVADA, NEW YORK, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, TEXAS, AND VERMONT. THIS WAS MEASURED BY STATES: (1) SECURING FUNDING TO SUPPORT MPA DEVELOPMENT ; (2) STATE LEADERSHIP TAKING ACTION TO DEVELOP OR IMPLEMENT AN MPA THROUGH LEGISLATION OR/AND EXECUTIVE ORDER; AND (3) FEDERAL GRANT OPPORTUNITIES.TEN STATES WERE SELECTED TO PARTICIPATE IN CHCS' MPA LEARNING COLLABORATIVE (HTTPS://WWW.CHCS.ORG/PROJECT/MULTISECTOR-PLAN-FOR-AGING-LEARNING-COLLABORATIVE/). THESE STATES WERE: COLORADO, ILLINOIS, INDIANA, MINNESOTA, NORTH CAROLINA, NORTH DAKOTA, OREGON, SOUTH CAROLINA, TENNESSEE, AND VERMONT. CHCS ALSO CONTINUES TO SUPPORT STATES' EFFORTS ON MPA DEVELOPMENT (HTTPS://WWW.CHCS.ORG/RESOURCE/DEVELOPING-A-MASTER-PLAN-FOR-AGING/), AND PROMOTE THE UNEXPECTED BENEFITS OF AN MPA (HTTPS://WWW.CHCS.ORG/RESOURCE/THE-UNEXPECTED-BENEFITS-OF-A-STATE-MASTERPLAN-FOR-AGING-LESSONS-FROM-CALIFORNIA/). CALIFORNIA'S ADVOCACY NETWORK: CCLTSS HELD ITS ANNUAL ADVOCACY DAY ON MAY 4, 2022. MORE THAN 125 CCLTSS AND REGIONAL COALITION (RC) MEMBERS PARTICIPATED, A RECORD ATTENDANCE. IT ENGAGED 55 POLICYMAKERS IN TALKS ON THE MPA AND PRIORITIES: (1) MEETING THE BASIC NEEDS OF OLDER AND DISABLED ADULTS; (2) ADDRESSING CALIFORNIA'S CAREGIVING CRISIS; AND (3) STRENGTHENING CALIFORNIA'S FRACTURED SERVICE DELIVERY SYSTEM. CCLTSS AND INSURE THE UNINSURED PROJECT (ITUP) PREPARED CCLTSS AND RC MEMBERS FOR THESE DISCUSSIONS THROUGH POLICY/COMMUNICATIONS TRAININGS AND THE CREATION OF MATERIALS. ALSO, THE NEVADA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/NEVADA-COUNTY_AUGUST-2022_FINAL.PDF) HOSTED A JUNE EVENT ON A DATA MAP OF NEVADA COUNTY (HTTPS://ADRC4.ORG/WP-CONTENT/UPLOADS/2022/10/NC-AGING-DISABLITIES-DATA-MAP.PDF) RELATED TO LONG-TERM SERVICES AND SUPPORTS (LTSS). THE VENTURA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/VENTURA-COUNTY_AUGUST-2022_FINAL.PDF) ADVANCED THEIR LOCAL MPA, APPROVED BY THE COUNTY'S BOARD OF SUPERVISORS IN OCTOBER 2022. CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL (CALAIM): THE AGING AND DISABILITY BUSINESS INSTITUTE (ADBI) WORKED WITH THE AREA AGENCIES ON AGING STATE ASSOCIATION ON THE FIRST BUSINESS ACUMEN LEARNING COLLABORATIVE. ADBI WORKED WITH MEALS ON WHEELS TO SCOPE OUT THE 2023 COLLABORATIVE. CCLTSS PARTNERED WITH ITUP TO PRODUCE A NEW FACT SHEET (HTTPS://WWW.ITUP.ORG/WP-CONTENT/UPLOADS/2022/10/ITUP-FACT-SHEET-AGING-WELL-V9FINAL.PDF) THAT EXPLORES CALAIM SERVICES AND HOW THEY ALIGN WITH THE MPA. A WEBINAR TOOK PLACE IN OCTOBER 2022 (HTTPS://WWW.ITUP.ORG/EVENTS/CHANGES-AND-OPPORTUNITIES-CALAIM-FOR-CALIFORNIAS-OLDER-ADULTS-AND-DUAL-ELIGIBLES/).LTSS STATE SCORECARD AND PERSON-CENTERED CARE: DATA COLLECTION AND ANALYSIS FOR THE 2023 LTSS STATE SCORECARD BEGAN, AND ITS NATIONAL ADVISORY PANEL MET IN SEPTEMBER 2022. ALSO, UMASS BOSTON IS BEGINNING TO DISSEMINATE THE WHAT MATTERS INDEX TO ADVANCE PROGRESS ON HEALTH CARE MEETING THE NEEDS AND PREFERENCES OF OLDER ADULTS.