CMS-10028C.Resource Report Form - Crosswalk

CMS-10028 Attachment C.doc

State Health Insurance Assistance Program (SHIP) Client Contact Form, Pubic and Media Activity Form, and Resource Report Form

CMS-10028C.Resource Report Form - Crosswalk

OMB: 0938-0850

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Attachment C

Changes to the Resource Report Form (CMS-10028C)


Current Form

Changes to Form

Reason for Change

Top Block

Added Instructions. Complete Only One RR Form for the Entire State. Do Not Submit Sponsoring-Agency-Level or Within-State-Regional Resource Reports. All Person Counts Should Reflect Active Counselors, Coordinators, Other Staff as of the End of Each Grant Year (31 March). The Unique Count of Counselors Attending Any Update Training During the Grant Year Cannot Exceed the Grand Total Number of Counselors.

To improve quality of the entered data

Name of Grantee Agency Reporting

State Grantee Name

Reworded for clarity

State

State Code

Reworded to capture specifically the 2 character state FIPS code

6-month Report Period:

_____ / _____ to ____ / ______

month / year month / year

12 Month Period for This Report

From: 04 / 01 / To: 03 / 31 /

Change from two six-month reports to one 12-month report.

Simplified since will always know the Month and Day, only require year entries

Person Completing Report

Person Completing Report

Same – re-positioned

Title

Title

Same – re-positioned

Telephone No.

Telephone Number

Reworded– re-positioned

Section 1



SECTION 1 - NUMBER OF ACTIVE COUNSELORS AND HOURS

Section 1

Number of Active Counselors

And Hours As of 31 March

Reworded and more specific instructions

a. # Volunteer Counselors

A. Number of Volunteer Counselors

Reworded for clarity

b. # SHIP-Paid Counselors

B. Number of SHIP-Paid Counselors

Reworded for clarity

c. # In-kind Paid Counselors

C. Number of In-Kind-Paid Counselors

Reworded for clarity

TOTAL # Counselors (a+b+c)

Total Number of Counselors - A+B+C

Reworded for clarity. Will be auto-calculated, not entered

d. Volunteer Counselor Hours

D. Volunteer Counselor Hours

Reworded for clarity

e. SHIP-Paid Counselor Hours

E. SHIP-Paid Counselor Hours

Reworded for clarity

f. In-kind Paid Counselor Hours

F. In-Kind-Paid Counselor Hours

Reworded for clarity

Previously Missing

Total Counselor Hours - D+E+F

Previously missing. Will be auto-calculated, not entered

Section 2



SECTION 2 - NUMBER OF LOCAL COORDINATORS/SPONSORS AND HOURS

Section 2

Number of Local Coordinators / Sponsors and Hours

As of 31 March

Reworded and more specific instructions

a. # Volunteer (unpaid) Coordinators

A. Number of Volunteer (Unpaid) Coordinators

Reworded for clarity

b. # SHIP-Paid Coordinators

B. Number of SHIP-Paid Coordinators

Reworded for clarity

c. # In-kind Paid Coordinators

C. Number of In-Kind-Paid Coordinators

Reworded for clarity

TOTAL # Coordinators (a+b+c)

Total Number of Coordinators - A+B+C

Reworded for clarity. Will be auto-calculated, not entered

d. Volunteer (unpaid) Coordinator Hours

D. Volunteer (Unpaid) Coordinator Hours

Same

e. SHIP-Paid Coordinator Hours

E. SHIP-Paid Coordinator Hours

Same

f. In-kind Paid Coordinator Hours

F. In-Kind-Paid Coordinator Hours

Same


Total Coordinator Hours - D+E+F

Previously missing. Will be auto-calculated, not entered

Section 3



SECTION 3 - NUMBER OF OTHER PAID STAFF AND HOURS

Section 3

Number of Other Paid and Volunteer

Staff And Hours As of 31 March

Reworded and more specific instructions


A. Number of Volunteer Other Staff

Added per frequent request from State SHIPs to document volunteers other than counselors and coordinators

a. # SHIP-Paid Other Staff

B. Number of SHIP-Paid Other Staff

Reworded for clarity

b. # In-kind Paid Other Staff

C. Number of In-Kind-Paid Other Staff

Reworded for clarity


Total Number of Other Staff - A+B+C

Previously missing. Will be auto-calculated, not entered


D. Volunteer Other Staff Hours

Added per frequent request from State SHIPs to document volunteer hours other than counselor hours and coordinator hours

c. SHIP-Paid Other Staff Hours

E. SHIP-Paid Other Staff Hours

Same – new position

d. In-kind Paid Other Staff Hours

F. In-Kind-Paid Other Staff Hours

Same – new position


Total Other Staff Hours - D+E+F

Previously missing. Will be auto-calculated, not entered

Section 4



SECTION 4 - COUNSELOR TRAININGS

Section 4 - Counselor Trainings

Same


Added Instructions. Note Item E should represent the number (unduplicated) of counselors who attended at least one update training during the full 12 month period. Please do not count a counselor more than once, even if he/she attended multiple update trainings. Cannot exceed grand total number of counselors.

To improve quality of the entered data.

a. # Initial Training(s) for New SHIP Counselors

A. Number of Initial Trainings for New SHIP Counselors

Reworded for clarity

b. # New SHIP Counselors Attending Initial Training(s)

B. Number of New SHIP Counselors Attending Initial Trainings

Reworded for clarity

c. Total # Counselor Hours in Initial Training(s)

C. Total Number of Counselor Hours in Initial Trainings

Reworded for clarity

d. # Update Training(s) for SHIP Counselors

D. Number of Update Trainings for SHIP Counselors

Reworded for clarity

e. # SHIP Counselors Attending Update Training(s)

E. Number of SHIP Counselors Attending Update Trainings

Reworded for clarity

f. Total # Counselor Hours in Update Training(s)

F. Total Number of Counselor Hours in Update Trainings

Reworded for clarity

Section 5



SECTION 5 - NUMBER OF ACTIVE COUNSELORS WITH THE FOLLOWING CHARACTERISTICS

Section 5 - Number of Total Active Counselors (SHIP-Paid, In-Kind-Paid, and Volunteer Counselors) with the Following Characteristics

Reworded for clarity and for increased precision of the reported data

a. Years of SHIP Service:

Less than 1 year

1 year up to 3 years

3 years up to 5 years

Over 5 years

Not collected

Years of SHIP Service

Less Than 1 Year

1 Year Up to 3 Years

3 Years Up to 5 Years

More Than 5 Years

Not Collected

One option slightly reworded for clarity

b. Age:

Less than 65 years of age

65 years or older

Not collected

Counselor Age

Less Than 65 Years of Age

65 Years or Older

Not Collected

Title bar reworded for clarity

c. Disability Status

Disabled

Not disabled

Not collected

Counselor Disability

Disabled

Not Disabled

Not Collected

Title bar reworded for clarity

d. Gender

Female

Male

Not collected

Counselor Gender

Female

Male

Not Collected

Title bar reworded for clarity

e. Ethnicity/Race

American Indian or Alaska Native

Asian

Black or African-American

Hispanic or Latino

Native Hawaiian or other Pacific Islander

White

Other

Not collected

Counselor Race – Ethnicity

Hispanic, Latino, or Spanish Origin

White, Non-Hispanic

Black, African American

American Indian or Alaska Native

Asian Indian

Chinese

Filipino

Japanese

Korean

Vietnamese

Native Hawaiian

Guamanian or Chamorro

Samoan

Other Asian

Other Pacific Islander

Some Other Race-Ethnicity

More Than One Race-Ethnicity

Not Collected

Title bar reworded for clarity

Response options expanded to approximate Census 2010 categories and to allow more direct comparisons to client race-ethnicity distributions to assess diversity of counselors recruited to assist clients of various race-ethnicity backgrounds


Counselor Speaks Another Language

Language Other Than English

English Speaker Only

Not Collected

Added data element. To allow more direct comparisons to the client language data element to assess efforts to reach various hard-to-reach or language-isolated client groups.

Section 6



SECTION 6 - WEB-SITE VISITORS (if applicable)

Total # of visits/visitors to web-site during the 6-month report period:

1st Quarter Web Site Visitors

2nd Quarter Web Site Visitors

Dropped Entire Section 6

Not deemed mission-critical.

Difficulty for states to identify unique visitors vs page-views etc.


Section 7



SECTION 7 - DID YOU WORK WITH ANY PARTNERS IN PROVIDING ANY SHIP SERVICES? Yes No

If yes, check the type of partner involved (check all that apply):

Training

Counseling

Enrollment/application assistance (e.g. Medicare Prescription Drug Coverage activities)

Presentations

Outreach

Other

Please include details of your partnership involvement in narrative form. Include names of partnership organizations when possible

Dropped Entire Section 7

CMS feels that the National SHIP program adequately captures this information twice a year in the State SHIP Response to Grant Application and in the State SHIP Midterm Report

Section 8



SECTION 8 - ACTIVITIES, LESSONS LEARNED, SIGNIFICANT EVENTS

(Briefly describe on separate sheets. This section should address the following four topic areas: outreach (including activities targeted at underserved populations), information access and dissemination, training, and partnerships and networking.)

Dropped Entire Section 8

CMS feels that the National SHIP program adequately captures this information twice a year in the State SHIP Response to Grant Application and in the State SHIP Midterm Report




7



File Typeapplication/msword
AuthorCMS
Last Modified ByCMS
File Modified2009-12-09
File Created2009-12-09

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