Exhibit_J_-_CAA_Executive_Summary_for_Community_Navigation.pdf

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Attached to
Master Agreement AZ|CTR075477
Contract number
CTR075477
Issued by
Arizona

About this file

This document is a template for a Community Action Agency (CAA) Executive Summary for Community Navigation and Case Management. It is designed for an agency to fill in specific details about their community navigation program, including agency name, director, address, and area of operations. The template provides a structured framework for agencies to describe their approach to community navigation services, with placeholders for agencies to insert their specific strategies and methodologies.

The document outlines a comprehensive approach to community navigation, covering key areas such as program goals, communication channels, client assessment processes, and support infrastructure. It includes sections for describing triage methods, independence assessments, information referral strategies, needs assessment, strategic service mapping, and ongoing client supports. The template also requests information about the agency's staffing, other programs to be incorporated into the community navigation approach, and how the agency will help clients understand and access various assistance programs. The goal appears to be creating a standardized yet flexible framework for community navigation services that can be tailored to individual agency contexts and client needs.

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CAA Executive Summary for Community Navigation and Case Management

Agency Name:

Agency Director: [Insert Director/Acting Director’s Name]

Address: [Insert Address]

Area of Operations: [Insert Service Area]

Date:

Community Navigation in the Service Area

1. Community Navigation Goals

a. [Insert the agency goals for the program in your area]

2. Opportunities Gained from Community Navigation

a. [Insert what your agency believes are opportunities, positive impacts, and/or best practices associated with Community Navigation]

Community Navigation and Case Management

1. Communication Channels Available to Clients

a. [Insert all communication channels (whether service delivery or external partner outreach/marketing/referral) available to clients who are assisted through the Community Navigation program]

2. Triage

a. [Insert a description of how your agency will assess whether the individual has an immediate/urgent need for rental or utility assistance]

3. Independence Assessment

a. [Insert a description of how your agency will assess the individual’s capability and interest in accessing DES services independently]

4. Information Referral

a. [Insert a description of how your agency will discuss and refer the client to other resources whether they show independence or require assistance]

5. Needs Assessment

a. [Insert a description of how your agency will determine the needs of a unique client, or

"gaps" between their current conditions and a state of self-sufficiency and safety]

6. Strategic Service Mapping

a. [Insert a description of how your agency will develop a roadmap of programs to apply to for assistance that match the unique needs of clients]

7. Community Navigation Assistance

a. [Insert a description of how your agency will help clients understand, navigate, and access a broad array of programs, either by connecting individuals to tools (online application portals/phone) or by providing direct assistance with the application (assisted application intake)]

8. Case Management Assessment

a. [Insert a description of how your agency will assess whether the client has additional needs that are best addressed with ongoing case management]

9. Ongoing Supports

a. [Insert a description of any training/coaching opportunities that your agency will provide to clients]

b. [Insert a description of any external partner referral opportunities that your agency will provide to clients]

Community Navigation Infrastructure Support

1. Community Navigation Staffing

a. [Insert agency staffing information associated with support of Community Navigation in your organization]

2. Other Programs Incorporated into Community Navigation

a. [Insert any other programs that your agency intends to incorporate into the Community

Navigation program approach]

i. [Insert other DES programs]

ii. [Insert Non-DES programs]

iii. [Insert any DES programs that you do not currently incorporate, but would like to in the future]

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