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DEPARTMENT OF HEALTH &. HUMAN SERVICES	  Office of Inspector General
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+'.4:.''_'VVI"Cia' '.U'. Washington, D.C. 20201 
MAY - 9 20
 
TO:	  Edwin L. Walker 
Deputy Assistant Secretar for Policy and Programs 
Administration on Aging
Y'~ (rId ~
S~R Wright~ "V
 
FROM: 
Deputy Inspector General
 
for Evaluation and Inspections
 
SUBJECT:	  Memorandum Report: Performance Data for the Senior Medicare Patrol 
2008 Performance Report, OEI-02-08-00120 
Projects: April 

This memorandum report presents performance data from the Senior Medicare Patrol
 
Projects. The Office oflnspector General (OIG) has collected these data since 1997. In
 
December 2005, the Administration on Aging (AoA) requested that OIG continue to collect
 
and report on performance data for the Senior Medicare Patrol Projects to support AoA's
 
these projects. OIG agreed to collect 
efforts to evaluate and improve the performance of 

performance data every 6 months but to report the data on an anual basis. 
The Senior Medicare Patrol Projects recruit retired professionals to serve as educators and
 
resources to beneficiaries to detect and report fraud, waste, and abuse in the Medicare
 
the 50 States, as well as in the District of
 
program. At least one project is located in each of 

Columbia, Puerto Rico, Guam, and the Virgin Islands. In 2007, 57 Senior Medicare Patrol
 
Projects received a total of$9.3 milion from AoA.
 
New Performance Measures 
In 2007, AoA revised some of the performance measures to more accurately reflect the work of 
the Senior Medicare Patrol Projects. AoA developed the following new performance measures: 
number of active volunteers, number of simple inquiries, and number of complex issues. Active 
volunteers are individuals who are trained to assist with teaching beneficiaries how to detect 
fraud, waste, and abuse in Medicare and other health care programs. Simple inquiries come from 
beneficiaries and are quickly resolved with very little research or review. Complex issues 
involve more detailed information related to an issue or a complaint that may warant fuher 
investigation by an investigative agency, such as the reporting of potential fraud and abuse by a 
provider. 
OEI-02-08-00 I 20 
Performance Data for the Senior Medicare Patrol Projects: April 2008 Performance Report   
 
 
  Page 2  Edwin L. Walker  
   
   
  Beginning in 2007, the Senior Medicare Patrol Projects were required to measure health care 
expenditures for which the Medicare program, the Medicaid program, a beneficiary, or other 
entity (e.g., secondary health insurer, pharmacy) was relieved of responsibility for payment as a 
result of the projects. This performance measure is referred to as cost avoidance.  For example, 
if a beneficiary discovers charges for services that he or she did not receive and the project, on 
behalf of the beneficiary, receives a revised billing statement from the provider, the project can 
report this as cost avoidance. 
 
Methodology   
  This review is based on data reported by the Senior Medicare Patrol Projects.  We reviewed 
documentation for actual funds recovered to the Medicare program, the Medicaid program, 
beneficiaries, and others attributable to the projects.  We did not independently verify the other 
performance measures.   
 
Performance Measure Results for 2007 
In 2007, the 57 projects trained a total of 10,338 active volunteers. These volunteers educated 
beneficiaries in 6,587 group education sessions and held 131,359 one-on-one counseling 
sessions. In addition, the projects conducted 13,784 media events and 8,417 community 
education events. As a result of these training sessions and events, the projects received      
69,808 simple inquiries.  They also received 17,658 complex issues, of which 4,004 were 
referred for further action. Actual Medicare funds recovered attributable to the projects were 
$302,318 and actual savings to the beneficiaries attributable to the projects were $140,219.   
Additionally, cost avoidance on behalf of the Medicare program, the Medicaid program, 
beneficiaries, and others totaled $7,448,327.  In particular, one project assisted with uncovering a 
case of fraudulent billing of medical services that were never provided.  As a result of this case, 
13 providers had their provider identification numbers revoked, resulting in projected savings for 
Medicare of $7,367,462. 
 
Performance Measure Results Since 1997 
Since the inception of the program  11 years ago, a total of 72 projects (15 of which closed as of 
December 2006) reported educating beneficiaries in 60,622 group education sessions and 
983,738 one-on-one sessions.  In addition, the projects reported conducting 172,492 media 
events and 57,405 community education events. Actual Medicare funds recovered attributable to 
the projects were $4,500,331. Savings to Medicaid, beneficiaries, and other payers were 
approximately $101 million.  Most of the $101 million in savings was the result of one projects 
involvement in adjustments to Medicaid claims  for individuals entitled to both Medicaid and 
Medicare. 
 
   
 
   
OEI-02-08- 00120 
Performance Data for the Senior  Medicare Patrol Projects:  April 2008 Performance Report    
   
   
  Page 3  Edwin L. Walker  
 
 
  Tracking Systems  
  The Centers for Medicare & Medicaid Services (CMS) contractors continue to provide the 
Senior Medicare Patrol Projects with Harkin Grantee Tracking System reports (referred to as 
tracking reports) that document actual Medicare funds recovered attributable to the projects.  In 
2007, 16 of the 57 projects submitted at least one tracking report.  Ten of the tracking reports 
documented actual recovered funds to the Medicare program.  Six projects submitted other forms 
of documentation of actual Medicare funds recovered.  
   
In addition, AoA developed a Web-based system named The Seniors Medicare Assistance and 
Reporting Tool for Fraud and Complaint Tracking System (SMART FACTS).  The Senior 
Medicare Patrol Projects can use SMART FACTS to track and report activities and complaints 
and to refer cases directly to an investigative agency.    
 
  Summary 
  We continue to emphasize that the number of  beneficiaries who have learned from the Senior 
Medicare Patrol Projects to detect fraud, waste, and abuse, and who subsequently call the OIG 
fraud hotline or other contacts, cannot be tracked.  Therefore, the projects may not be receiving 
full credit for savings attributable to their work.  In addition, the projects are unable to track 
substantial savings derived from a sentinel effect whereby fraud and errors are reduced in light of 
Medicare beneficiaries scrutiny of their bills.  
 
As agreed with AoA, we will continue to monitor the projects and will provide you with 
summary reports of performance data on an annual basis.  If you or your staff have any questions 
or require additional information, please contact me at (202) 619-0480 or Jodi Nudelman, 
Regional Inspector General for the Office of Evaluation and Inspections in New York, at  
(212) 264-2779. Please refer to report number OEI-02-08-00120 in all correspondence. 
 
ATTACHMENTS: 
Appendix A - Summary of Performance for All Projects Since 1997  
Appendix B - Summary of Performance for All Projects for 2007 
Appendix C - Projects Results for Each Performance Measure for 2007 
Appendix D - Individual Project Results for 2007 
Appendix E - Performance Measures Definitions 
 
 
 
 
 
 
 
OEI-02-08- 00120 
Performance Data for the Senior  Medicare Patrol Projects:  April 2008 Performance Report    
   
Senior Medicare Patrol Projects Performance Measure Results 


 
 
 
     
 
List of Appendixes 
 
Appendix A:  Summary of Performance for All Projects Since 1997........................................5 


 
Appendix B:  Summary of Performance for All Projects for 2007.............................................7 


 
Appendix C:  Projects Results for Each Performance Measure for 2007....................................9 

 
 
Appendix D:  Individual Project Results for 2007............................................................ 31 


 
Appendix E:  Performance Measures Definitions.............................................................89

 
   
 
 A P P E N D I X   ~   A
 
 
 
 
Summary of Performance for All Projects Since 1997 
 
The following table provides overall performance for all 72 projects that have operated since 1997.   


 
Not applicable or NA indicates that data were not collected for this performance measure. 


 
Totals may not add up because of rounding.  


                              
  5 
   
A P P E N D I X   ~   A  


Summary of Performance for All Projects Since 1997 
 
    19972006  2007  Total Since 1997 
  OUTPUT MEASURES       
1  Total number of active volunteers  NA  10,338  10,338 
2  Total number of volunteer training hours   NA  196,792  196,792 
3  Total number of volunteer work hours  NA  308,563  308,563 
4  Number of media outreach events  158,708  13,784  172,492 
5  Number of community outreach education events conducted  48,988  8,417  57,405 
6  Estimated number of people reached by community education events  18,180,128  2,654,418  20,834,546 
7  Number of group education sessions for beneficiaries   54,035  6,587  60,622 
8  Number of beneficiaries who attended group education sessions   2,035,722  238,539  2,274,261 
9  Number of one-on-one counseling sessions held with or on behalf of a beneficiary  852,379  131,359  983,738 
10  Total number of simple inquiries received   NA  69,808  69,808 
11  Total number of simple inquiries resolved   NA  60,738  60,738 
12  Number of complex issues received  NA  17,658  17,658 
13A  Number of complex issues referred for further action  NA  4,004  4,004 
13B  Total dollar amount referred for further action  NA  $1,517,345  $1,517,345 
14  Number of complex issues resolved  NA  5,225  5,225 
15  Number of complex issues pending further action   NA  3,430  3,430 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary or other  NA  $7,448,327  $7,448,327 
17A  Actual Medicare funds recovered attributable to the projects   $4,198,013  $302,318  $4,500,331 
17B  Actual Medicaid funds recovered attributable to the projects   $545,801  $0  $545,801 
17C  Actual savings to beneficiaries attributable to the projects  $2,992,776  $140,219  $3,132,995 
Other savings attributable to the projects (e.g., Supplemental Insurance, Social 
17D  Security)  $97,466,494  $11,531  $97,478,025 
17B-17D  Total savings to Medicaid, beneficiaries, and other payers  $101,005,071  $151,751  $101,156,822  
17A 17D 
Total savings attributable to the projects  $105,203,084  $454,068  $105,657,152  
 
 
 
 
                              
 
6   
 
   A P P E N D I X   ~   B
 
 
Summary of Performance for All Projects for 2007 
 
 
The following table provides data for the 57 Senior Medicare Patrol Projects that operated in 2007.  The table provides the 
performance measure results for the two 6-month reporting periods.   
 
Totals may not add up because of rounding.  
 
 
                              
  7 
   
A P P E N D I X   ~   B  


S ummary of Performance for All Projects for 2007 
    January - June  July - December   Total for 2007* 
  OUTPUT MEASURES       
1  Total number of active volunteers  6,068  4,270  10,338 
2  Total number of volunteer training hours   38,490  158,302  196,792 
3  Total number of volunteer work hours  146,537  162,025  308,563 
4  Number of media outreach events  6,121  7,663  13,784 
5  Number of community outreach education events conducted  5,146  3,271  8,417 
6  Estimated number of people reached by community education events  1,163,320  1,491,098  2,654,418 
7  Number of group education sessions for beneficiaries   2,915  3,672  6,587 
8  Number of beneficiaries who attended group education sessions   94,015  144,524  238,539 
9  Number of one-on-one counseling sessions held with or on behalf of a beneficiary  57,653  73,706  131,359 
10  Total number of simple inquiries received   41,252  28,556  69,808 
11  Total number of simple inquiries resolved  34,079  26,659  60,738 
12  Number of complex issues received  14,057  3,601  17,658 
13A  Number of complex issues referred for further action  3,128  876  4,004 
13B  Total dollar amount referred for further action  $676,618  $840,727  $1,517,345 
14  Number of complex issues resolved  2,784  2,441  5,225 
15  Number of complex issues pending further action   2,727  703  3,430 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $7,411,707  $36,620  $7,448,327 
17A  Actual Medicare funds recovered attributable to the projects   $258,101  $44,217  $302,318 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $123,533  $16,686  $140,219 
Other savings attributable to the projects (e.g., Supplemental Insurance, Social  
17D  Security)  $7,009  $4,522  $11,531 
17A 17D  Total savings attributable to the projects  $388,644  $65,425  $454,068 
*Totals may not add because of rounding  
                              
 
8   
 
 A P P E N D I X   ~   C
 
 
 
Projects Results for Each Performance Measure for 2007 
 
The following tables provide the results for each performance measure for each of the 57 Senior Medicare Patrol Projects operating  


in 2007.  Each table provides the performance measure results for the two 6-month reporting periods.   


 
Not applicable or NA indicates that data were not collected for this performance measure. 


 
Totals may not add up because of rounding.  


 
                              
  9 
   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 1:  Total Number of Active Volunteers 
  Jan.  June  July  Dec.  Total for 2007      Jan.  June  July  Dec.  Total for 2007  
Alabama  160  92  252    Montana  83  73  156 
Alaska  78  53  131    Nebraska  85  159  244 
Arizona   31  41  72    Nevada  1  2  3 
Arkansas  94  50  144    New Hampshire  64  56  120 
California  526  149  675    New Jersey   34  17  51 
Colorado  122  76  198    New Mexico  400  420  820 
Connecticut  389  8  397    New York  210  230  440 
Delaware  18  19  37    North Carolina   14  12  26 
District of Columbia  AARP  35  35  70    North Dakota   47  33  80 
District of Columbia  FH   12  15  27    Ohio  17  36  53 
Florida  53  23  76    Oklahoma  345  1  346 
Georgia  AAA  30  26  56    Oregon   170  145  315 
Georgia  Cares  76  85  161    Pennsylvania  64  48  112 
Guam  11  11  22    Puerto Rico  12  12  24 
Hawaii  103  96  199    Rhode Island   58  114  172 
Idaho  85  105  190    South Carolina  48  20  68 
Illinois  36  8  44    South Dakota   85  108  193 
Indiana  57  30  87    Tennessee  14  30  44 
Iowa  38  74  112    Texas  BBBEF  47  5  52 
Kansas  25  40  65    Texas  NHCOA  160  179  339 
Kentucky  207  174  381    Utah  102  158  260 
Louisiana  7  12  19    Vermont  12  12  24 
Maine  50  23  73    Virginia  79  36  115 
Maryland  92  112  204    Virgin Islands  10  46  56 
Massachusetts  450  420  870    Washington   373  284  657 
Michigan   45  27  72    West Virginia    64  65  129 
Minnesota  403  27  430    Wisconsin   25  34  59 
Mississippi  15  5  20    Wyoming  94  77  171 
Missouri  103  22  125       
                              
 
10   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 2:  Total Number of Volunteer Training Hours 
  Jan.  June  July  Dec.  Total for 2007      Jan.  June  July  Dec.  Total for 2007  
Alabama  649  3,369  4,018    Montana  56  226  282 
Alaska  4  4  8    Nebraska  880  1,569  2,449 
Arizona   82  162  244    Nevada  0  0  0 
Arkansas  0  139  139    New Hampshire  46  170  216 
California  670  206  876    New Jersey   22  22  44 
Colorado  383  770  1,153    New Mexico  4,800  3,360  8,160 
Connecticut  976  0  976    New York  11  17  28 
Delaware  200  164  364    North Carolina   89  58  147 
District of Columbia  AARP  8  53  61    North Dakota   47  34  81 
District of Columbia  FH   22  67  89    Ohio  19  189  208 
Florida  19  20  39    Oklahoma  0  0  0 
Georgia  AAA  8  192  200    Oregon   1,190  616  1,806 
Georgia  Cares  186  NA  186    Pennsylvania  81  111  192 
Guam  4  280  284    Puerto Rico  5,760  132  5,892 
Hawaii  379  0  379    Rhode Island   54  1,304  1,358 
Idaho  324  454  778    South Carolina  175  0  175 
Illinois  300  3  303    South Dakota   0  2,046  2,046 
Indiana  3  3  6    Tennessee  29  160  189 
Iowa  209  36  245    Texas  BBBEF  0  0  0 
Kansas  33  637  670    Texas  NHCOA  818  126,910  127,728 
Kentucky  174  277  451    Utah  NA  270  270 
Louisiana  27  45  72    Vermont  114  44  158 
Maine  30  180  210    Virginia  58  0  58 
Maryland  1,044  4,898  5,942    Virgin Islands  8  20  28 
Massachusetts  10,500  1,750  12,250    Washington   3,380  2,641  6,021 
Michigan   1,048  1,534  2,582    West Virginia    65  42  107 
Minnesota  2,526  77  2,603    Wisconsin   380  40  420 
Mississippi  64  15  79    Wyoming  368  2,904  3,272 
Missouri  168  83  251       
                              
 
 
11   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 3:  Total Number of Volunteer Work Hours 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  8  5,847  5,855    Montana  423  139  562 
Alaska  1,560  1,060  2,620    Nebraska  2,360  1,265  3,625 
Arizona   5,675  407  6,082    Nevada  0  4  4 
Arkansas  723  517  1,240    New Hampshire  3,327  2,193  5,520 
California  510  830  1,340    New Jersey   82  47  129 
Colorado  0  NA  0    New Mexico  9,600  4,320  13,920 
Connecticut  1,445  1,466  2,911    New York   0  0  0 
Delaware  337  486  823    North Carolina   960  890  1,850 
District of Columbia  AARP  30  36  66    North Dakota   19  56  75 
District of Columbia  FH   135  111  246    Ohio  98  102  200 
Florida  152  331  483    Oklahoma  0  3  3 
Georgia  AAA  3,938  115  4,053    Oregon   4,080  1,858  5,938 
Georgia  Cares  135  NA  135    Pennsylvania  250  640  890 
Guam  124  805  929    Puerto Rico  12,960  216  13,176 
Hawaii  61  11  72    Rhode Island   8,524  817  9,341 
Idaho  289  1,178  1,467    South Carolina  402  768  1,170 
Illinois  0  80  80    South Dakota   7,950  2,859  10,809 
Indiana  731  361  1,092    Tennessee  157  404  561 
Iowa  1,474  1,555  3,029    Texas  BBBEF  30  15  45 
Kansas  0  59  59    Texas  NHCOA  16,723  1,390  18,113 
Kentucky  1,479  2,036  3,515    Utah  10  1,218  1,228 
Louisiana  58  76  134    Vermont  371  131  502 
Maine  NA  5,999  5,999    Virginia  552  108  660 
Maryland  6,190  5,036  11,226    Virgin Islands  20  94  114 
Massachusetts  1,271  4,320  5,591    Washington   25,974  27,803  53,777 
Michigan   55  130  185    West Virginia    789  677  1,466 
Minnesota  18,289  180  18,469    Wisconsin   4,411  380  4,791 
Mississippi  1,014  1,025  2,039    Wyoming  467  79,314  79,781 
Missouri  317  258  575       
                              
 
12   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 4:  Number of Media Outreach Activities 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  40  120  160    Montana  194  41  235 
Alaska  1  5  6    Nebraska  6  8  14 
Arizona   9  4  13    Nevada  1  6  7 
Arkansas  20  36  56    New Hampshire  28  78  106 
California  9  23  32    New Jersey   22  4  26 
Colorado  2  2  4    New Mexico  9  3  12 
Connecticut  18  15  33    New York  13  8  21 
Delaware  500  15  515    North Carolina   40  66  106 
District of Columbia  AARP  2  3  5    North Dakota   3  16  19 
District of Columbia  FH   2  1  3    Ohio  1  69  70 
Florida  5  8  13    Oklahoma  43  1,362  1,405 
Georgia  AAA  8  11  19    Oregon   55  70  125 
Georgia  Cares  156  165  321    Pennsylvania  5  7  12 
Guam  4  116  120    Puerto Rico  6  1  7 
Hawaii  1  0  1    Rhode Island   12  8  20 
Idaho  3  0  3    South Carolina  44  25  69 
Illinois  27  28  55    South Dakota   4  4  8 
Indiana  32  2,507  2,539    Tennessee  16  18  34 
Iowa  82  54  136    Texas  BBBEF  2  12  14 
Kansas  16  47  63    Texas  NHCOA  25  28  53 
Kentucky  103  156  259    Utah  9  14  23 
Louisiana  386  31  417    Vermont  0  31  31 
Maine  119  9  128    Virginia  3,374  258  3,632 
Maryland  73  6  79    Virgin Islands  76  125  201 
Massachusetts  182  21  203    Washington   106  126  232 
Michigan   6  26  32    West Virginia    96  1,271  1,367 
Minnesota  2  4  6    Wisconsin   101  25  126 
Mississippi  9  10  19    Wyoming  3  550  553 
Missouri  10  6  16       
                              
 
13   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 5:  Number of Community Outreach Education Events Conducted 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  334  99  433    Montana  83  11  94 
Alaska  8  3  11    Nebraska  37  28  65 
Arizona   103  74  177    Nevada  6  22  28 
Arkansas  30  25  55    New Hampshire  98  171  269 
California  95  50  145    New Jersey   23  31  54 
Colorado  34  13  47    New Mexico  12  18  30 
Connecticut  227  39  266    New York  14  15  29 
Delaware  70  31  101    North Carolina   100  102  202 
District of Columbia  AARP  14  2  16    North Dakota   5  8  13 
District of Columbia  FH   5  4  9    Ohio  3  14  17 
Florida  81  91  172    Oklahoma  22  17  39 
Georgia  AAA  24  12  36    Oregon   79  127  206 
Georgia  Cares  185  367  552    Pennsylvania  23  41  64 
Guam  7  12  19    Puerto Rico  97  74  171 
Hawaii  12  8  20    Rhode Island   50  46  96 
Idaho  25  24  49    South Carolina  167  45  212 
Illinois  143  136  279    South Dakota   9  6  15 
Indiana  98  71  169    Tennessee  123  146  269 
Iowa  52  209  261    Texas  BBBEF  13  17  30 
Kansas  21  9  30    Texas  NHCOA  200  189  389 
Kentucky  44  94  138    Utah  1,446  44  1,490 
Louisiana  14  11  25    Vermont  6  5  11 
Maine  55  23  78    Virginia  189  52  241 
Maryland  26  124  150    Virgin Islands  2  20  22 
Massachusetts  94  181  275    Washington   205  131  336 
Michigan   39  28  67    West Virginia   37  25  62 
Minnesota  152  8  160    Wisconsin   39  50  89 
Mississippi  28  11  39    Wyoming  12  20  32 
Missouri  26  37  63       
                              
 
14   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 6:  Estimated Number of People Reached By Community Outreach Education Events  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  5,191  129,748  134,939    Montana  2,040  604  2,644 
Alaska  663,000  670,000  1,333,000    Nebraska  6,863  2,687  9,550 
Arizona   4,103  3,867  7,970    Nevada  745  2,160  2,905 
Arkansas  1,838  2,812  4,650    New Hampshire  2,342  10,450  12,792 
California  10,299  14,093  24,392    New Jersey   2,756  2,920  5,676 
Colorado  5,195  469  5,664    New Mexico  4,156  34,923  39,079 
Connecticut  9,551  53,442  62,993    New York  15,054  6,761  21,815 
Delaware  3,690  1,155  4,845    North Carolina   19,150  15,108  34,258 
District of Columbia  
AARP  1,253  490  1,743    North Dakota   922  1,613  2,535 
District of Columbia  FH   103,150  153,000  256,150    Ohio  817  696  1,513 
Florida  12,537  8,325  20,862    Oklahoma  7,353  2,106  9,459 
Georgia  AAA  3,462  636  4,098    Oregon   2,316  13,904  16,220 
Georgia  Cares  8,716  36,779  45,495    Pennsylvania  1,925  4,793  6,718 
Guam  1,650  2,075  3,725    Puerto Rico  10,593  9,051  19,644 
Hawaii  7,000  25,650  32,650    Rhode Island   2,040  58,123  60,163 
Idaho  2,480  1,584  4,064    South Carolina  23,360  8,808  32,168 
Illinois  8,860  22,623  31,483    South Dakota   651  652  1,303 
Indiana  21,835  18,885  40,720    Tennessee  60,866  14,139  75,005 
Iowa  9,648  20,729  30,377    Texas  BBBEF  1,651  3,002  4,653 
Kansas  3,059  2,136  5,195    Texas  NHCOA  9,720  9,475  19,195 
Kentucky  3,016  11,477  14,493    Utah  4,120  7,999  12,119 
Louisiana  366  2,615  2,981    Vermont  199  246  445 
Maine  3,063  4,559  7,622    Virginia  8,823  4,850  13,673 
Maryland  9,632  29,584  39,216    Virgin Islands  500  1,500  2,000 
Massachusetts  8,301  5,000  13,301    Washington   22,857  4,810  27,667 
Michigan   19,067  20,964  40,031    West Virginia    9,042  16,741  25,783 
Minnesota  6,896  1,551  8,447    Wisconsin   2,149  5,603  7,752 
Mississippi  2,393  1,115  3,508    Wyoming  237  250  487 
Missouri  822  1,761  2,583       
                              
 
15   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 7:  Number of Group Education Sessions for Beneficiaries 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  76  174  250    Montana  49  83  132 
Alaska  1  1  2    Nebraska  109  82  191 
Arizona   1  74  75    Nevada  6  10  16 
Arkansas  26  26  52    New Hampshire  6  32  38 
California  143  290  433    New Jersey   55  82  137 
Colorado  70  39  109    New Mexico  127  131  258 
Connecticut  60  13  73    New York  105  78  183 
Delaware  35  83  118    North Carolina   42  85  127 
District of Columbia  AARP  14  9  23    North Dakota   35  92  127 
District of Columbia  FH   2  1  3    Ohio - PSI  22  18  40 
Florida  52  72  124    Oklahoma  13  2  15 
Georgia  AAA  110  68  178    Oregon - SMP  11  102  113 
Georgia  Cares  44  313  357    Pennsylvania  30  99  129 
Guam  7  28  35    Puerto Rico  45  11  56 
Hawaii  18  5  23    Rhode Island   26  23  49 
Idaho  18  17  35    South Carolina  167  60  227 
Illinois  57  47  104    South Dakota   5  6  11 
Indiana  64  43  107    Tennessee  48  72  120 
Iowa  263  206  469    Texas  BBBEF  31  38  69 
Kansas  12  5  17    Texas  NHCOA  166  237  403 
Kentucky  61  78  139    Utah  55  45  100 
Louisiana  23  21  44    Vermont  17  11  28 
Maine  35  85  120    Virginia  56  80  136 
Maryland  129  52  181    Virgin Islands  17  20  37 
Massachusetts  0  82  82    Washington  58  49  107 
Michigan   29  37  66    West Virginia   18  22  40 
Minnesota  132  150  282    Wisconsin   44  20  64 
Mississippi  18  12  30    Wyoming  0  37  37 
Missouri  52  14  66       
                              
 
16   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 8:  Number of Beneficiaries Who Attended Group Education Sessions 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  2,222  6,409  8,631    Montana  1,634  1,881  3,515 
Alaska  14  25  39    Nebraska  2,766  2,657  5,423 
Arizona   166  3,867  4,033    Nevada  140  229  369 
Arkansas  315  436  751    New Hampshire  333  1,431  1,764 
California  3,984  8,854  12,838    New Jersey   2,289  2,078  4,367 
Colorado  1,591  890  2,481    New Mexico  1,533  2,571  4,104 
Connecticut  1,237  1,365  2,602    New York  3,468  3,013  6,481 
Delaware  595  1,220  1,815    North Carolina   13,546  8,761  22,307 
District of Columbia  AARP  1,253  189  1,442    North Dakota   743  1,967  2,710 
District of Columbia  FH   78  12  90    Ohio  474  455  929 
Florida  4,848  2,874  7,722    Oklahoma  518  76  594 
Georgia  AAA  3,553  2,473  6,026    Oregon   130  2,992  3,122 
Georgia  Cares  1,919  41,908  43,827    Pennsylvania  771  3,238  4,009 
Guam  68  693  761    Puerto Rico  937  257  1,194 
Hawaii  350  400  750    Rhode Island   910  740  1,650 
Idaho  454  500  954    South Carolina  1,192  2,431  3,623 
Illinois  1,399  1,905  3,304    South Dakota   163  389  552 
Indiana  1,997  1,445  3,442    Tennessee  1,527  1,560  3,087 
Iowa  7,221  5,283  12,504    Texas  BBBEF  1,206  1,979  3,185 
Kansas  506  186  692    Texas  NHCOA  7,400  8,047  15,447 
Kentucky  1,325  1,595  2,920    Utah  3,500  976  4,476 
Louisiana  411  445  856    Vermont  305  291  596 
Maine  490  1,221  1,711    Virginia  508  2,470  2,978 
Maryland  4,942  1,562  6,504    Virgin Islands  160  525  685 
Massachusetts  0  0  0    Washington   NA  859  859 
Michigan   987  1,754  2,741    West Virginia    875  1,173  2,048 
Minnesota  2,717  1,653  4,370    Wisconsin   1,154  574  1,728 
Mississippi  693  471  1,164    Wyoming  0  1,038  1,038 
Missouri  498  231  729       
                              
 
17   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 9:  Number of One-on-One Counseling Sessions Held With or on Behalf of a Beneficiary  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  519  87  606    Montana  436  157  593 
Alaska  2  1  3    Nebraska  30  9  39 
Arizona   240  297  537    Nevada  2  99  101 
Arkansas  181  125  306    New Hampshire  841  3,566  4,407 
California  70  0  70    New Jersey   8  27  35 
Colorado  0  154  154    New Mexico  20,066  16,787  36,853 
Connecticut  46   1  47    New York   0  0  0 
Delaware  156  196  352    North Carolina   67  278  345 
District of Columbia  AARP  0  0  0    North Dakota   33  13  46 
District of Columbia  FH   3  3  6    Ohio  0  5  5 
Florida  25  5  30    Oklahoma  4  0  4 
Georgia  AAA  459  161  620    Oregon   4,240  3,961  8,201 
Georgia  Cares  514  278  792    Pennsylvania  225  244  469 
Guam  127  338  465    Puerto Rico  0  3  3 
Hawaii  0  0  0    Rhode Island   2,380  197  2,577 
Idaho  36  0  36    South Carolina  731  644  1,375 
Illinois  134  179  313    South Dakota   0  0  0 
Indiana  0  3  3    Tennessee  227  79  306 
Iowa  60  97  157    Texas  BBBEF  20  5  25 
Kansas  17  1  18    Texas  NHCOA  4,352  6,131  10,483 
Kentucky  1,747  1,675  3,422    Utah  1,365  23  1,388 
Louisiana  9  17  26    Vermont  357  0  357 
Maine  238  229  467    Virginia  349  23  372 
Maryland  2,239  152  2,391    Virgin Islands  20  25  45 
Massachusetts  300  23,396  23,696    Washington   10,470  10,316  20,786 
Michigan   74  23  97    West Virginia    40  101  141 
Minnesota  74  74  148    Wisconsin   13  16  29 
Mississippi  2,393  724  3,117    Wyoming  907  2,609  3,516 
Missouri  807  172  979       
                              
 
18   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 10:  Total Number of Simple Inquiries Received 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  49  1,014  1,063    Montana  1  5  6 
Alaska  0  0  0    Nebraska  205  47  252 
Arizona   34  297  331    Nevada  9  66  75 
Arkansas  165  125  290    New Hampshire  0  793  793 
California  14  40  54    New Jersey   174  101  275 
Colorado  1  0  1    New Mexico  20,066  4,663  24,729 
Connecticut  18  19  37    New York  31  24  55 
Delaware  86  67  153    North Carolina   82  310  392 
District of Columbia  AARP  8  9  17    North Dakota   34  114  148 
District of Columbia  FH   19  4  23    Ohio  74  83  157 
Florida  114  39  153    Oklahoma  10  33  43 
Georgia  AAA  5  54  59    Oregon   858  7  865 
Georgia  Cares  711  1,440  2,151    Pennsylvania  0  5  5 
Guam  88  199  287    Puerto Rico  0  237  237 
Hawaii  25  2  27    Rhode Island   3,206  811  4,017 
Idaho  398  448  846    South Carolina  0  200  200 
Illinois  534  160  694    South Dakota   137  196  333 
Indiana  10  855  865    Tennessee  336  193  529 
Iowa  8  57  65    Texas  BBBEF  81  93  174 
Kansas  30  35  65    Texas  NHCOA  10,602  11,239  21,841 
Kentucky  355  892  1,247    Utah  NA  35  35 
Louisiana  11  36  47    Vermont  11  2  13 
Maine  0  191  191    Virginia  94  60  154 
Maryland  110  218  328    Virgin Islands  0  2  2 
Massachusetts  300  13  313    Washington   1,783  1,994  3,777 
Michigan   41  84  125    West Virginia    108  83  191 
Minnesota  16  50  66    Wisconsin   104  198  302 
Mississippi  36  0  36    Wyoming  14  25  39 
Missouri  46  589  635       
                              
 
19   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 11:  Total Number of Simple Inquiries Resolved 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  49  1,011  1,060    Montana  1  5  6 
Alaska  0  0  0    Nebraska  205  47  252 
Arizona   34  100  134    Nevada  8  64  72 
Arkansas  154  120  274    New Hampshire  0  793  793 
California  5  29  34    New Jersey   168  99  267 
Colorado  1  0  1    New Mexico  15,499  4,567  20,066 
Connecticut  16  18  34    New York  30  24  54 
Delaware  86  65  151    North Carolina   82  310  392 
District of Columbia  AARP  8  9  17    North Dakota   34  114  148 
District of Columbia  FH   19  4  23    Ohio  62  77  139 
Florida  99  28  127    Oklahoma  8  32  40 
Georgia  AAA  5  54  59    Oregon   858  7  865 
Georgia  Cares  698  1,382  2,080    Pennsylvania  0  5  5 
Guam  88  199  287    Puerto Rico  0  231  231 
Hawaii  25  0  25    Rhode Island   2,725  640  3,365 
Idaho  364  429  793    South Carolina  0  200  200 
Illinois  531  160  691    South Dakota   137  196  333 
Indiana  9  855  864    Tennessee  332  188  520 
Iowa  8  57  65    Texas  BBBEF  79  93  172 
Kansas  11  23  34    Texas  NHCOA  9,011  10,002  19,013 
Kentucky  0  892  892    Utah  NA  32  32 
Louisiana  10  32  42    Vermont  3  0  3 
Maine  0  189  189    Virginia  93  60  153 
Maryland  110  202  312    Virgin Islands  0  2  2 
Massachusetts  300  13  313    Washington   1,783  1,994  3,777 
Michigan   41  84  125    West Virginia    108  83  191 
Minnesota  16  50  66    Wisconsin   93  189  282 
Mississippi  13  0  13    Wyoming  14  25  39 
Missouri  46  575  621       
                              
 
20   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 12:  Number of Complex Issues Received 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  24  20  44    Montana  108  12  120 
Alaska  2  0  2    Nebraska  45  16  61 
Arizona   23  19  42    Nevada  0  19  19 
Arkansas  40  60  100    New Hampshire  8  773  781 
California  73  34  107    New Jersey   22  11  33 
Colorado  24  11  35    New Mexico  78  96  174 
Connecticut  6  15  21    New York  70  64  134 
Delaware  4  2  6    North Carolina   0  0  0 
District of Columbia  AARP  0  1  1    North Dakota   1  3  4 
District of Columbia  FH   1  1  2    Ohio  5  31  36 
Florida  58  124  182    Oklahoma  3  4  7 
Georgia  AAA  110  54  164    Oregon - SMP  7  2  9 
Georgia  Cares  65  96  161    Pennsylvania  6  6  12 
Guam  3  4  7    Puerto Rico  6  3  9 
Hawaii  0  0  0    Rhode Island   53  4  57 
Idaho  36  19  55    South Carolina  22  73  95 
Illinois  7  3  10    South Dakota   6  4  10 
Indiana  7  2  9    Tennessee  19  9  28 
Iowa  39  3  42    Texas  BBBEF  38  70  108 
Kansas  12  29  41    Texas  NHCOA  2,176  815  2,991 
Kentucky  2  2  4    Utah  31  18  49 
Louisiana  3  18  21    Vermont  10  13  23 
Maine  0  6  6    Virginia  14  11  25 
Maryland  21  28  49    Virgin Islands  0  0  0 
Massachusetts  10  46  56    Washington   8,624  237  8,861 
Michigan   84  46  130    West Virginia    28  132  160 
Minnesota  1,262  475  1,737    Wisconsin   1  8  9 
Mississippi  756  0  756    Wyoming  0  0  0 
Missouri  4  49  53       
                              
 
21   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 13A:  Number of Complex Issues Referred for Further Action     
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  4  3  7    Montana  10  2  12 
Alaska  2  0  2    Nebraska  2  3  5 
Arizona   14  2  16    Nevada  0  4  4 
Arkansas  20  1  21    New Hampshire  5  12  17 
California  25  20  45    New Jersey   6  8  14 
Colorado  7  0  7    New Mexico  78  13  91 
Connecticut  5   8  13    New York  40  41  81 
Delaware  0  3  3    North Carolina   0  0  0 
District of Columbia  AARP  0  1  1    North Dakota   0  0  0 
District of Columbia  FH   0  0  0    Ohio  2  3  5 
Florida  50  60  110    Oklahoma  2  2  4 
Georgia  AAA  37  4  41    Oregon   5  2  7 
Georgia  Cares  44  12  56    Pennsylvania  1  1  2 
Guam  3  1  4    Puerto Rico  6  2  8 
Hawaii  0  0  0    Rhode Island   6  3  9 
Idaho  8  0  8    South Carolina  22  4  26 
Illinois  0  0  0    South Dakota   4  0  4 
Indiana  2  2  4    Tennessee  7  1  8 
Iowa  0  1  1    Texas  BBBEF  21  47  68 
Kansas  1  2  3    Texas  NHCOA  1,841  239  2,080 
Kentucky  0  2  2    Utah  20  5  25 
Louisiana  3  5  8    Vermont  3  6  9 
Maine  0  1  1    Virginia  13  1  14 
Maryland  7  2  9    Virgin Islands  0  0  0 
Massachusetts  10  0  10    Washington   225  237  462 
Michigan   3  0  3    West Virginia    11  45  56 
Minnesota  384  55  439    Wisconsin   0  6  6 
Mississippi  167  0  167    Wyoming  0  0  0 
Missouri  2  4  6       
                              
 
22   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 13B:  Total Dollar Amount Referred for Further Action  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $69  $1,602  $1,670    Montana  $0  $27,349  $27,349 
Alaska  $57  $0  $57    Nebraska  $2,610  $20,610  $23,221 
Arizona   $0  $0  $0    Nevada  $0  $10,819  $10,819 
Arkansas  $4,950  $644  $5,594    New Hampshire  $1,303  0  $1,303 
California  $0  $0  $0    New Jersey   $11,132  $33,707  $44,839 
Colorado  $4,011  $725  $4,735    New Mexico  $59,694  $237,110  $296,804 
Connecticut  $0  $3,862  $3,862    New York  $49,540  $84,466  $134,006 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $600  $600    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $4,505  $4,505 
Florida  $230,878  $153,278  $384,155    Oklahoma  $0  $12,055  $12,055 
Georgia  AAA  NA  $389  $389    Oregon   $0  $1,242  $1,242 
Georgia  Cares  $16,047  $9,711  $25,758    Pennsylvania  $125  $10,949  $11,074 
Guam  $0  $20,466  $20,466    Puerto Rico  $0  $315  $315 
Hawaii  $0  $0  $0    Rhode Island   NA  $40  $40 
Idaho  $9,589  $7,977  $17,566    South Carolina  $0  $35,250  $35,250 
Illinois  $11,456  $13,133  $24,589    South Dakota   $0  $0  $0 
Indiana  $0  $916  $916    Tennessee  $85,219  $465  $85,684 
Iowa  $0  $0  $0    Texas  BBBEF  $25,171  $12,074  $37,246 
Kansas  $5,106  $21,023  $26,128    Texas  NHCOA  $154,027  $46,682  $200,709 
Kentucky  $0  $80  $80    Utah  $0  $6,627  $6,627 
Louisiana  $0  $7,939  $7,939    Vermont  $1,079  $0  $1,079 
Maine  $0  $1,264  $1,264    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $440  $0  $440    Washington   NA  NA  NA 
Michigan   $2,304  $120  $2,424    West Virginia    $0  $33,223  $33,223 
Minnesota  $1,812  $13,193  $15,005    Wisconsin   $0  $209  $209 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $6,110  $6,110       
 
                              
 
23   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 14:  Number of Complex Issues Resolved 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  2  11  13    Montana  99  7  106 
Alaska  0  0  0    Nebraska  39  4  43 
Arizona   9  8  17    Nevada  0  6  6 
Arkansas  15  34  49    New Hampshire  2  773  775 
California  1  0  1    New Jersey    2  1  3 
Colorado  3  1  4    New Mexico  10  5  15 
Connecticut  1  11  12    New York  43  31  74 
Delaware  1  0  1    North Carolina   0  0  0 
District of Columbia  AARP  0  1  1    North Dakota   0  3  3 
District of Columbia  FH   0  0  0    Ohio  0  6  6 
Florida  24  37  61    Oklahoma  1  2  3 
Georgia  AAA  80  32  112    Oregon   0  1  1 
Georgia  Cares  0  3  3    Pennsylvania  3  3  6 
Guam  0  1  1    Puerto Rico  3  1  4 
Hawaii  0  0  0    Rhode Island   32  4  36 
Idaho  12  3  15    South Carolina  12  32  44 
Illinois  2  3  5    South Dakota   3  0  3 
Indiana  0  1  1    Tennessee  16  5  21 
Iowa  30  3  33    Texas  BBBEF  8  48  56 
Kansas  1  8  9    Texas  NHCOA  335  576  911 
Kentucky  0  0  0    Utah  11  11  22 
Louisiana  1  2  3    Vermont  3  9  12 
Maine  0  1  1    Virginia  9  1  10 
Maryland  14  7  21    Virgin Islands  0  0  0 
Massachusetts  2  0  2    Washington   225  237  462 
Michigan   84  46  130    West Virginia    1  6  7 
Minnesota  1,056  453  1,509    Wisconsin   0  2  2 
Mississippi  589  0  589    Wyoming  0  0  0 
Missouri  0  1  1       
                              
 
24   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 15:  Number of Complex Issues Pending Further Action  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  19  4  23    Montana  0  2  2 
Alaska  2  0  2    Nebraska  6  3  9 
Arizona   5  11  16    Nevada  0  10  10 
Arkansas  15  26  41    New Hampshire  5  0  5 
California  71  51  122    New Jersey   12  14  26 
Colorado  19  5  24    New Mexico  68  61  129 
Connecticut  5   4  9    New York  9  10  19 
Delaware  3  5  8    North Carolina   0  0  0 
District of Columbia  AARP  0  0  0    North Dakota   1  0  1 
District of Columbia  FH   0  0  0    Ohio  4  12  16 
Florida  39  81  120    Oklahoma  2  2  4 
Georgia  AAA  30  4  34    Oregon - SMP  0  1  1 
Georgia  Cares  44  9  53    Pennsylvania  2  1  3 
Guam  3  2  5    Puerto Rico  3  1  4 
Hawaii  0  0  0    Rhode Island   15  0  15 
Idaho  20  4  24    South Carolina  10  29  39 
Illinois  4  0  4    South Dakota   3  0  3 
Indiana  5  2  7    Tennessee  10  5  15 
Iowa  9  7  16    Texas  BBBEF  15  18  33 
Kansas  7  11  18    Texas  NHCOA  1,841  239  2,080 
Kentucky  2  2  4    Utah  6  7  13 
Louisiana  4  3  7    Vermont  6  4  10 
Maine  0  1  1    Virginia  3  4  7 
Maryland  7  4  11    Virgin Islands  0  0  0 
Massachusetts  8  0  8    Washington   0  0  0 
Michigan   0  0  0    West Virginia    10  12  22 
Minnesota  206  22  228    Wisconsin   0  6  6 
Mississippi  167  0  167    Wyoming  0  0  0 
Missouri  2  4  6       
                              
 
25   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 16:  Cost Avoidance on Behalf of Medicare, Medicaid, Beneficiary or Other 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $0  $0  $0    Montana  $3,260  $0  $3,260 
Alaska  $57  $0  $57    Nebraska  $10,273  $0  $10,273 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $1,303  $0  $1,303 
California  $7,367,462  $0  $7,367,462    New Jersey   $0  $0  $0 
Colorado  $0  $690  $690    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $0  $3,279  $3,279    Oklahoma  $0  $11,422  $11,422 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  Cares  $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   NA  $0  $0 
Idaho  $956  $16,635  $17,591    South Carolina  $0  $0  $0 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $22,395  $0  $22,395 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $497  $497    Texas  NHCOA  $0  $0  $0 
Kentucky  $0  $1,208  $1,208    Utah  $0  $2,889  $2,889 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $6,000  $0  $6,000    Washington   NA  NA  NA 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
                              
 
26   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17A:  Actual Medicare Funds Recovered Attributable to the Projects  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $93,779  $3,805  $97,583    New Jersey   $0  $385  $385 
Colorado  $0  $0  $0    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $9,841  $22,054  $31,895 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $71,742  $0  $71,742    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  Cares  $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $67  $0  $67 
Hawaii  $0  $0  $0    Rhode Island   NA  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $0  $0 
Illinois  $0  $13,133  $13,133    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $62,338  $0  $62,338 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $437  $437    Texas  NHCOA  $63  $0  $63 
Kentucky  $0  $0  $0    Utah  $3,358  $0  $3,358 
Louisiana  $0  $4,403  $4,403    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   NA  NA  NA 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $16,912  $0  $16,912       
                              
 
27   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17B:  Actual Medicaid Funds Recovered Attributable to the Projects 
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $0  $0  $0    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $0  $0  $0    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  Cares  $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   NA  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $0  $0 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $0  $0    Texas  NHCOA  $0  $0  $0 
Kentucky  $0  $0  $0    Utah  $0  $0  $0 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington  NA  NA  NA 
Michigan   $0  $0  $0    West Virginia   $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
                              
 
28   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17C:  Actual Savings to Beneficiaries Attributable to the Projects  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $969  $0  $969 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $1,670  $0  $1,670    New Hampshire  $243  $0  $243 
California  $0  $0  $0    New Jersey   $0  $275  $275 
Colorado  $5,608  $0  $5,608    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $2,699  $2,699 
Florida  $0  $745  $745    Oklahoma  $0  $182  $182 
Georgia  AAA  $0  $0  $0    Oregon   $0  $125  $125 
Georgia  Cares  $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   NA  $0  $0 
Idaho  $0  $725  $725    South Carolina  $0  $0  $0 
Illinois  $656  $0  $656    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $280  $0  $280 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $103  $0  $103    Texas  NHCOA  $0  $225  $225 
Kentucky  $0  $0  $0    Utah  $0  $3,570  $3,570 
Louisiana  $0  $0  $0    Vermont  $0  $84  $84 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   NA  $0  $0 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $113,888  $8,056  $121,944    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $116  $0  $116       
                              
 
29   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17D:  Others Savings Attributable to the Projects  
  Jan.  June  July  Dec.  Total for 2007  Jan.  June  July  Dec.  Total for 2007  
Alabama  $0  $122  $122    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $0  $0  $0    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $0  $0  $0    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  Cares  $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   NA  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $4,400  $4,400 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $0  $0    Texas  NHCOA  $7,009  $0  $7,009 
Kentucky  $0  $0  $0    Utah  $0  $0  $0 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   NA  NA  NA 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
                              
 
30   
 
 A P P E N D I X   ~   D
 
 
 
Individual Project Results for 2007 
 
The following tables provide the results for all performance measures for each of the 57 Senior Medicare Patrol Projects operating in 


2007.  Each table provides the performance measure results for the two 6-month reporting periods.  


 
Not applicable or NA indicates that data were not collected for this performance measure. 


 
Totals may not add up because of rounding.  


 
 
                              
  31 
   
 
A P P E N D I X ~ D  


  Alabama  Department of Senior Services, Montgomery  
In operation since:  July 2006  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  160  92  252 
2  Total number of volunteer training hours   649  3,369  4,018 
3  Total number of volunteer work hours  8  5,847  5,855 
4  Number of media outreach events  40  120  160 
5  Number of community outreach education events conducted  334  99  433 
6  Estimated number of people reached by community education events  5,191  129,748  134,939 
7  Number of group education sessions for beneficiaries   76  174  250 
8  Number of beneficiaries who attended group education sessions   2,222  6,409  8,631 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  519  87  606 
10  Total number of simple inquiries received   49  1,014  1,063 
11  Total number of simple inquiries resolved    49  1,011  1,060 
12  Number of complex issues received  24  20  44 
13A  Number of complex issues referred for further action  4  3  7  
13B  Total dollar amount referred for further action  $69  $1,602  $1,670 
14  Number of complex issues resolved  2  11  13 
15  Number of complex issues pending further action   19  4  23 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $122  $122 
17A 17D  Total savings attributable to the projects  $0  $122  $122 
 
                              
 
32   
 
  A P P E N D I X ~ D  


 Alaska  Medicare Senior Information & Referral Office, Anchorage  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  78  53  131 
2  Total number of volunteer training hours   4  4  8  
3  Total number of volunteer work hours  1,560  1,060  2,620 
4  Number of media outreach events  1  5  6  
5  Number of community outreach education events conducted  8  3  11 
6  Estimated number of people reached by community education events  663,000  670,000  1,333,000 
7  Number of group education sessions for beneficiaries   1  1  2  
8  Number of beneficiaries who attended group education sessions   14  25  39 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  1  3  
10  Total number of simple inquiries received   0  0  0  
11  Total number of simple inquiries resolved  0  0  0  
12  Number of complex issues received  2  0  2  
13A  Number of complex issues referred for further action  2  0  2  
13B  Total dollar amount referred for further action  $57  $0  $57 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   2  0  2  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $57  $0  $57 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
33   
A P P E N D I X   ~   D  


  Arizona  Arizona Department of Economic Security, Phoenix  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  31  41  72 
2  Total number of volunteer training hours   82  162  244 
3  Total number of volunteer work hours  5,675  407  6,082 
4  Number of media outreach events  9  4  13 
5  Number of community outreach education events conducted  103  74  177 
6  Estimated number of people reached by community education events  4,103  3,867  7,970 
7  Number of group education sessions for beneficiaries   1  74  75 
8  Number of beneficiaries who attended group education sessions   166  3,867  4,033 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  240  297  537 
10  Total number of simple inquiries received   34  297  331 
11  Total number of simple inquiries resolved    34  100  134 
12  Number of complex issues received  23  19  42 
13A  Number of complex issues referred for further action  14  2  16 
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  9  8  17 
15  Number of complex issues pending further action   5  11  16 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
34   
 
A P P E N D I X   ~   D  


Arkansas  Arkans as Department of Human Services Division of Aging and Adult Services, Little Rock  
In operation since:   July 2002  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  94  50  144 
2  Total number of volunteer training hours   0  139  139 
3  Total number of volunteer work hours  723  517  1,240 
4  Number of media outreach events  20  36  56 
5  Number of community outreach education events conducted  30  25  55 
6  Estimated number of people reached by community education events  1,838  2,812  4,650 
7  Number of group education sessions for beneficiaries   26  26  52 
8  Number of beneficiaries who attended group education sessions   315  436  751 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  181  125  306 
10  Total number of simple inquiries received   165  125  290 
11  Total number of simple inquiries resolved    154  120  274 
12  Number of complex issues received  40  60  100 
13A  Number of complex issues referred for further action  20  1  21 
13B  Total dollar amount referred for further action  $4,950  $644  $5,594 
14  Number of complex issues resolved  15  34  49 
15  Number of complex issues pending further action   15  26  41 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $1,670  $0  $1,670 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $1,670  $0  $1,670 
 
                              
 
35   
 
A P P E N D I X   ~   D  


California  Cal ifornia Health Insurance Counseling Advocacy Programs Association, Santa Ana  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES     
1  Total number of active volunteers  526  149  675 
2  Total number of volunteer training hours   670  206  876 
3  Total number of volunteer work hours  510  830  1,340 
4  Number of media outreach events  9  23  32 
5  Number of community outreach education events conducted  95  50  145 
6  Estimated number of people reached by community education events  10,299  14,093  24,392 
7  Number of group education sessions for beneficiaries   143  290  433 
8  Number of beneficiaries who attended group education sessions   3,984  8,854  12,838 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  70  0  70 
10  Total number of simple inquiries received   14  40  54 
11  Total number of simple inquiries resolved    5  29  34 
12  Number of complex issues received  73  34  107 
13A  Number of complex issues referred for further action  25  20  45 
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  1  0  1  
15  Number of complex issues pending further action   71  51  122 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $7,367,462  $0  $7,367,462 
17A  Actual Medicare funds recovered attributable to the projects   $93,779  $3,805  $97,583 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $93,779  $3,805  $97,583 
 
 
 
                              
 
36   
A P P E N D I X   ~   D  


  Colorado  Colorado Division of Insurance, Denver  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  122  76  198 
2  Total number of volunteer training hours   383  770  1,153 
3  Total number of volunteer work hours  0  NA  0 
4  Number of media outreach events  2  2  4  
5  Number of community outreach education events conducted  34  13  47 
6  Estimated number of people reached by community education events  5,195  469  5,664 
7  Number of group education sessions for beneficiaries   70  39  109 
8  Number of beneficiaries who attended group education sessions   1,591  890  2,481 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  154  154 
10  Total number of simple inquiries received   1  0  1  
11  Total number of simple inquiries resolved  1  0  1  
12  Number of complex issues received  24  11  35 
13A  Number of complex issues referred for further action  7  0  7  
13B  Total dollar amount referred for further action  $4,011  $725  $4,735 
14  Number of complex issues resolved  3  1  4  
15  Number of complex issues pending further action   19  5  24 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $690  $690 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $5,608  $0  $5,608 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $5,608  $0  $5,608 
 
                              
 
37   
A P P E N D I X   ~   D  


Connecticut   Connecticut Department of Social Services, Aging Services Division, Hartford  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  389  8  397 
2  Total number of volunteer training hours   976  0  976 
3  Total number of volunteer work hours  1,445  1,466  2,911 
4  Number of media outreach events  18  15  33 
5  Number of community outreach education events conducted  227  39  266 
6  Estimated number of people reached by community education events  9,551  53,442  62,993 
7  Number of group education sessions for beneficiaries   60  13  73 
8  Number of beneficiaries who attended group education sessions   1,237  1,365  2,602 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  46  1  47 
10  Total number of simple inquiries received   18  19  37 
11  Total number of simple inquiries resolved    16  18  34 
12  Number of complex issues received  6  15  21 
13A  Number of complex issues referred for further action  5  8  13 
13B  Total dollar amount referred for further action  $0  $3,862  $3,862 
14  Number of complex issues resolved  1  11  12 
15  Number of complex issues pending further action   5  4  9  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
38   
A P P E N D I X   ~   D  


 
Delaware  Delaware Partners - Division of Aging and Adults with Physical Disabilities, New Castle  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  18  19  37 
2  Total number of volunteer training hours   200  164  364 
3  Total number of volunteer work hours  337  486  823 
4  Number of media outreach events  500  15  515 
5  Number of community outreach education events conducted  70  31  101 
6  Estimated number of people reached by community education events  3,690  1,155  4,845 
7  Number of group education sessions for beneficiaries   35  83  118 
8  Number of beneficiaries who attended group education sessions   595  1,220  1,815 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  156  196  352 
10  Total number of simple inquiries received   86  67  153 
11  Total number of simple inquiries resolved    86  65  151 
12  Number of complex issues received  4  2  6  
13A  Number of complex issues referred for further action  0  3  3  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  1  0  1  
15  Number of complex issues pending further action   3  5  8  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
39   
A P P E N D I X   ~   D  


 District of Columbia  The AARP Foundation, Washington, DC  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  35  35  70 
2  Total number of volunteer training hours   8  53  61 
3  Total number of volunteer work hours  30  36  66 
4  Number of media outreach events  2  3  5  
5  Number of community outreach education events conducted  14  2  16 
6  Estimated number of people reached by community education events  1,253  490  1,743 
7  Number of group education sessions for beneficiaries   14  9  23 
8  Number of beneficiaries who attended group education sessions   1,253  189  1,442 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   8  9  17 
11  Total number of simple inquiries resolved  8  9  17 
12  Number of complex issues received  0  1  1  
13A  Number of complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $600  $600 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
40   
A P P E N D I X   ~   D  


 
District of Columbia  Friendship House Association, Washington, DC  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  12  15  27 
2  Total number of volunteer training hours   22  67  89 
3  Total number of volunteer work hours  135  111  246 
4  Number of media outreach events  2  1  3  
5  Number of community outreach education events conducted  5  4  9  
6  Estimated number of people reached by community education events  103,150  153,000  256,150 
7  Number of group education sessions for beneficiaries   2  1  3  
8  Number of beneficiaries who attended group education sessions   78  12  90 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  3  3  6  
10  Total number of simple inquiries received   19  4  23 
11  Total number of simple inquiries resolved  19  4  23 
12  Number of complex issues received  1  1  2  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
41   
A P P E N D I X   ~   D  


Fl orida  Area Agency on Aging of Pasco Pinellas, Inc., St. Petersburg  
In operation since:  July 1999   Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  53  23  76 
2  Total number of volunteer training hours   19  20  39 
3  Total number of volunteer work hours  152  331  483 
4  Number of media outreach events  5  8  13 
5  Number of community outreach education events conducted  81  91  172 
6  Estimated number of people reached by community education events  12,537  8,325  20,862 
7  Number of group education sessions for beneficiaries   52  72  124 
8  Number of beneficiaries who attended group education sessions   4,848  2,874  7,722 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  25  5  30 
10  Total number of simple inquiries received   114  39  153 
11  Total number of simple inquiries resolved    99  28  127 
12  Number of complex issues received  58  124  182 
13A  Number of complex issues referred for further action  50  60  110 
13B  Total dollar amount referred for further action  $230,878  $153,278  $384,155 
14  Number of complex issues resolved  24  37  61 
15  Number of complex issues pending further action   39  81  120 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $3,279  $3,279 
17A  Actual Medicare funds recovered attributable to the projects   $71,742  $0  $71,742 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $745  $745 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $71,742  $745  $72,487 
 
 
                              
 
42   
A P P E N D I X   ~   D  


Ge orgia  Atlanta Regional Commission Area Agency on Aging, Atlanta  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  30  26  56 
2  Total number of volunteer training hours   8  192  200 
3  Total number of volunteer work hours  3,938  115  4,053 
4  Number of media outreach events  8  11  19 
5  Number of community outreach education events conducted  24  12  36 
6  Estimated number of people reached by community education events  3,462  636  4,098 
7  Number of group education sessions for beneficiaries   110  68  178 
8  Number of beneficiaries who attended group education sessions   3,553  2,473  6,026 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  459  161  620 
10  Total number of simple inquiries received   5  54  59 
11  Total number of simple inquiries resolved    5  54  59 
12  Number of complex issues received  110  54  164 
13A  Number of complex issues referred for further action  37  4  41 
13B  Total dollar amount referred for further action  NA  $389  $389 
14  Number of complex issues resolved  80  32  112 
15  Number of complex issues pending further action   30  4  34 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
43   
A P P E N D I X   ~   D  
Georgia  GeorgiaCares Department of Human Resources Division of Aging Services, Atlanta  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  76  85  161 
2  Total number of volunteer training hours   186  NA  186 
3  Total number of volunteer work hours  135  NA  135 
4  Number of media outreach events  156  165  321 
5  Number of community outreach education events conducted  185  367  552 
6  Estimated number of people reached by community education events  8,716  36,779  45,495 
7  Number of group education sessions for beneficiaries   44  313  357 
8  Number of beneficiaries who attended group education sessions   1,919  41,908  43,827 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  514  278  792 
10  Total number of simple inquiries received   711  1,440  2,151 
11  Total number of simple inquiries resolved    698  1,382  2,080 
12  Number of complex issues received  65  96  161 
13A  Number of complex issues referred for further action  44  12  56 
13B  Total dollar amount referred for further action  $16,047  $9,711  $25,758 
14  Number of complex issues resolved  0  3  3  
15  Number of complex issues pending further action   44  9  53 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
44   
A P P E N D I X   ~   D  


Guam  Divis ion of Senior Citizens Department of Public Health & Social Services, Hagatna  
In operation since:  July 2005  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  11  11  22 
2  Total number of volunteer training hours   4  280  284 
3  Total number of volunteer work hours  124  805  929 
4  Number of media outreach events  4  116  120 
5  Number of community outreach education events conducted  7  12  19 
6  Estimated number of people reached by community education events  1,650  2,075  3,725 
7  Number of group education sessions for beneficiaries   7  28  35 
8  Number of beneficiaries who attended group education sessions   68  693  761 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  127  338  465 
10  Total number of simple inquiries received   88  199  287 
11  Total number of simple inquiries resolved    88  199  287 
12  Number of complex issues received  3  4  7  
13A  Number of complex issues referred for further action  3  1  4  
13B  Total dollar amount referred for further action  $0  $20,466  $20,466 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   3  2  5  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
45   
A P P E N D I X   ~   D  


  Hawaii  State of Hawaii Executive Office on Aging, Honolulu  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  103  96  199 
2  Total number of volunteer training hours   379  0  379 
3  Total number of volunteer work hours  61  11  72 
4  Number of media outreach events  1  0  1  
5  Number of community outreach education events conducted  12  8  20 
6  Estimated number of people reached by community education events  7,000  25,650  32,650 
7  Number of group education sessions for beneficiaries   18  5  23 
8  Number of beneficiaries who attended group education sessions   350  400  750 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   25  2  27 
11  Total number of simple inquiries resolved  25  0  25 
12  Number of complex issues received  0  0  0  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
46   
A P P E N D I X   ~   D  


  Idaho  Idaho Commission on Aging, Boise  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  85  105  190 
2  Total number of volunteer training hours   324  454  778 
3  Total number of volunteer work hours  289  1,178  1,467 
4  Number of media outreach events  3  0  3  
5  Number of community outreach education events conducted  25  24  49 
6  Estimated number of people reached by community education events  2,480  1,584  4,064 
7  Number of group education sessions for beneficiaries   18  17  35 
8  Number of beneficiaries who attended group education sessions   454  500  954 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  36  0  36 
10  Total number of simple inquiries received   398  448  846 
11  Total number of simple inquiries resolved    364  429  793 
12  Number of complex issues received  36  19  55 
13A  Number of complex issues referred for further action  8  0  8  
13B  Total dollar amount referred for further action  $9,589  $7,977  $17,566 
14  Number of complex issues resolved  12  3  15 
15  Number of complex issues pending further action   20  4  24 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $956  $16,635  $17,591 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $725  $725 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $725  $725 
 
                              
 
47   
A P P E N D I X   ~   D  


  Illinois  AgeOptions, Oak Park  
In operation since:  July 2006  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  36  8  44 
2  Total number of volunteer training hours   300  3  303 
3  Total number of volunteer work hours  0  80  80 
4  Number of media outreach events  27  28  55 
5  Number of community outreach education events conducted  143  136  279 
6  Estimated number of people reached by community education events  8,860  22,623  31,483 
7  Number of group education sessions for beneficiaries   57  47  104 
8  Number of beneficiaries who attended group education sessions   1,399  1,905  3,304 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  134  179  313 
10  Total number of simple inquiries received   534  160  694 
11  Total number of simple inquiries resolved    531  160  691 
12  Number of complex issues received  7  3  10 
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $11,456  $13,133  $24,589 
14  Number of complex issues resolved  2  3  5  
15  Number of complex issues pending further action   4  0  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $13,133  $13,133 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $656  $0  $656 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $656  $13,133  $13,789 
 
                              
 
48   
A P P E N D I X   ~   D  


Indiana  Ind iana Association of Area Agencies on Aging Education Institute, Indianapolis  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  57  30  87 
2  Total number of volunteer training hours   3  3  6  
3  Total number of volunteer work hours  731  361  1,092 
4  Number of media outreach events  32  2,507  2,539 
5  Number of community outreach education events conducted  98  71  169 
6  Estimated number of people reached by community education events  21,835  18,885  40,720 
7  Number of group education sessions for beneficiaries   64  43  107 
8  Number of beneficiaries who attended group education sessions   1,997  1,445  3,442 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  3  3  
10  Total number of simple inquiries received   10  855  865 
11  Total number of simple inquiries resolved    9  855  864 
12  Number of complex issues received  7  2  9  
13A  Number of complex issues referred for further action  2  2  4  
13B  Total dollar amount referred for further action  $0  $916  $916 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   5  2  7  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
 
                              
 
49   
A P P E N D I X   ~   D  


Iowa  Hawkeye Valley Area Agency on Aging, Waterloo  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  38  74  112 
2  Total number of volunteer training hours   209  36  245 
3  Total number of volunteer work hours  1,474  1,555  3,029 
4  Number of media outreach events  82  54  136 
5  Number of community outreach education events conducted  52  209  261 
6  Estimated number of people reached by community education events  9,648  20,729  30,377 
7  Number of group education sessions for beneficiaries   263  206  469 
8  Number of beneficiaries who attended group education sessions   7,221  5,283  12,504 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  60  97  157 
10  Total number of simple inquiries received   8  57  65 
11  Total number of simple inquiries resolved    8  57  65 
12  Number of complex issues received  39  3  42 
13A  Number of complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  30  3  33 
15  Number of complex issues pending further action   9  7  16 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
50 

  
A P P E N D I X   ~   D  


  Kansas  Department on Aging, Topeka  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  25  40  65 
2  Total number of volunteer training hours   33  637  670 
3  Total number of volunteer work hours  0  59  59 
4  Number of media outreach events  16  47  63 
5  Number of community outreach education events conducted  21  9  30 
6  Estimated number of people reached by community education events  3,059  2,136  5,195 
7  Number of group education sessions for beneficiaries   12  5  17 
8  Number of beneficiaries who attended group education sessions   506  186  692 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  17  1  18 
10  Total number of simple inquiries received   30  35  65 
11  Total number of simple inquiries resolved    11  23  34 
12  Number of complex issues received  12  29  41 
13A  Number of complex issues referred for further action  1  2  3  
13B  Total dollar amount referred for further action  $5,106  $21,023  $26,128 
14  Number of complex issues resolved  1  8  9  
15  Number of complex issues pending further action   7  11  18 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $497  $497 
17A  Actual Medicare funds recovered attributable to the projects   $0  $437  $437 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $103  $0  $103 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $103  $437  $540 
 
                              
 
51   
A P P E N D I X   ~   D  


Kentucky  Departm ent of Housing & Family Services - Office for Aging and Disabled Citizens, Louisville  
In operation since:  July 2001  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  207  174  381 
2  Total number of volunteer training hours   174  277  451 
3  Total number of volunteer work hours  1,479  2,036  3,515 
4  Number of media outreach events  103  156  259 
5  Number of community outreach education events conducted  44  94  138 
6  Estimated number of people reached by community education events  3,016  11,477  14,493 
7  Number of group education sessions for beneficiaries   61  78  139 
8  Number of beneficiaries who attended group education sessions   1,325  1,595  2,920 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  1,747  1,675  3,422 
10  Total number of simple inquiries received   355  892  1,247 
11  Total number of simple inquiries resolved    0  892  892 
12  Number of complex issues received  2  2  4  
13A  Number of complex issues referred for further action  0  2  2  
13B  Total dollar amount referred for further action  $0  $80  $80 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   2  2  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $1,208  $1,208 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
52   
A P P E N D I X   ~   D  


  Louisiana  Vernon Parish Council on Aging, Inc., Leesville  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  7  12  19 
2  Total number of volunteer training hours   27  45  72 
3  Total number of volunteer work hours  58  76  134 
4  Number of media outreach events  386  31  417 
5  Number of community outreach education events conducted  14  11  25 
6  Estimated number of people reached by community education events  366  2,615  2,981 
7  Number of group education sessions for beneficiaries   23  21  44 
8  Number of beneficiaries who attended group education sessions   411  445  856 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  9  17  26 
10  Total number of simple inquiries received   11  36  47 
11  Total number of simple inquiries resolved    10  32  42 
12  Number of complex issues received  3  18  21 
13A  Number of complex issues referred for further action  3  5  8  
13B  Total dollar amount referred for further action  $0  $7,939  $7,939 
14  Number of complex issues resolved  1  2  3  
15  Number of complex issues pending further action   4  3  7  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $4,403  $4,403 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $4,403  $4,403 
 
 
                              
 
53   
A P P E N D I X   ~   D  


  Maine  Legal Services for the Elderly, Augusta  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  50  23  73 
2  Total number of volunteer training hours   30  180  210 
3  Total number of volunteer work hours  NA  5,999  5,999 
4  Number of media outreach events  119  9  128 
5  Number of community outreach education events conducted  55  23  78 
6  Estimated number of people reached by community education events  3,063  4,559  7,622 
7  Number of group education sessions for beneficiaries   35  85  120 
8  Number of beneficiaries who attended group education sessions   490  1,221  1,711 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  238  229  467 
10  Total number of simple inquiries received   0  191  191 
11  Total number of simple inquiries resolved    0  189  189 
12  Number of complex issues received  0  6  6  
13A  Number of complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $1,264  $1,264 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   0  1  1  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
54   
A P P E N D I X   ~   D  


  Maryland  Maryland Department of Aging, Baltimore  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  92  112  204 
2  Total number of volunteer training hours   1,044  4,898  5,942 
3  Total number of volunteer work hours  6,190  5,036  11,226 
4  Number of media outreach events  73  6  79 
5  Number of community outreach education events conducted  26  124  150 
6  Estimated number of people reached by community education events  9,632  29,584  39,216 
7  Number of group education sessions for beneficiaries   129  52  181 
8  Number of beneficiaries who attended group education sessions   4,942  1,562  6,504 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2,239  152  2,391 
10  Total number of simple inquiries received   110  218  328 
11  Total number of simple inquiries resolved    110  202  312 
12  Number of complex issues received  21  28  49 
13A  Number of complex issues referred for further action  7  2  9  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  14  7  21 
15  Number of complex issues pending further action   7  4  11 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
 
                              
 
55   
A P P E N D I X   ~   D  


M assachusetts  Elder Services of Merrimack Valley, Inc., Lawrence  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  450  420  870 
2  Total number of volunteer training hours   10,500  1,750  12,250 
3  Total number of volunteer work hours  1,271  4,320  5,591 
4  Number of media outreach events  182  21  203 
5  Number of community outreach education events conducted  94  181  275 
6  Estimated number of people reached by community education events  8,301  5,000  13,301 
7  Number of group education sessions for beneficiaries   0  82  82 
8  Number of beneficiaries who attended group education sessions   0  0  0  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  300  23,396  23,696 
10  Total number of simple inquiries received   300  13  313 
11  Total number of simple inquiries resolved    300  13  313 
12  Number of complex issues received  10  46  56 
13A  Number of complex issues referred for further action  10  0  10 
13B  Total dollar amount referred for further action  $440  $0  $440 
14  Number of complex issues resolved  2  0  2  
15  Number of complex issues pending further action   8  0  8  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $6,000  $0  $6,000 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
56   
A P P E N D I X   ~   D  


  Michigan  Medicare/Medicaid Assistance Program, Lansing  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  45  27  72 
2  Total number of volunteer training hours   1,048  1,534  2,582 
3  Total number of volunteer work hours  55  130  185 
4  Number of media outreach events  6  26  32 
5  Number of community outreach education events conducted  39  28  67 
6  Estimated number of people reached by community education events  19,067  20,964  40,031 
7  Number of group education sessions for beneficiaries   29  37  66 
8  Number of beneficiaries who attended group education sessions   987  1,754  2,741 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  74  23  97 
10  Total number of simple inquiries received   41  84  125 
11  Total number of simple inquiries resolved    41  84  125 
12  Number of complex issues received  84  46  130 
13A  Number of complex issues referred for further action  3  0  3  
13B  Total dollar amount referred for further action  $2,304  $120  $2,424 
14  Number of complex issues resolved  84  46  130 
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
57   
A P P E N D I X   ~   D  


Min nesota  Minnesota Board on Aging/Senior LinkAge Line, Saint Paul  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  403  27  430 
2  Total number of volunteer training hours   2,526  77  2,603 
3  Total number of volunteer work hours  18,289  180  18,469 
4  Number of media outreach events  2  4  6  
5  Number of community outreach education events conducted  152  8  160 
6  Estimated number of people reached by community education events  6,896  1,551  8,447 
7  Number of group education sessions for beneficiaries   132  150  282 
8  Number of beneficiaries who attended group education sessions   2,717  1,653  4,370 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  74  74  148 
10  Total number of simple inquiries received   16  50  66 
11  Total number of simple inquiries resolved    16  50  66 
12  Number of complex issues received  1,262  475  1,737 
13A  Number of complex issues referred for further action  384  55  439 
13B  Total dollar amount referred for further action  $1,812  $13,193  $15,005 
14  Number of complex issues resolved  1,056  453  1,509 
15  Number of complex issues pending further action   206  22  228 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $113,888  $8,056  $121,944 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $113,888  $8,056  $121,944 
 
                              
 
58   
A P P E N D I X   ~   D  


Mississippi  Missi ssippi Department of Human Services Division of Aging and Adult Services, Jackson  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  15  5  20 
2  Total number of volunteer training hours   64  15  79 
3  Total number of volunteer work hours  1,014  1,025  2,039 
4  Number of media outreach events  9  10  19 
5  Number of community outreach education events conducted  28  11  39 
6  Estimated number of people reached by community education events  2,393  1,115  3,508 
7  Number of group education sessions for beneficiaries   18  12  30 
8  Number of beneficiaries who attended group education sessions   693  471  1,164 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2,393  724  3,117 
10  Total number of simple inquiries received   36  0  36 
11  Total number of simple inquiries resolved  13  0  13 
12  Number of complex issues received  756  0  756 
13A  Number of complex issues referred for further action  167  0  167 
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  589  0  589 
15  Number of complex issues pending further action   167  0  167 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
59   
A P P E N D I X   ~   D  


Misso uri  SORT Program Care Connection for Aging Services, Warrensburg  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  103  22  125 
2  Total number of volunteer training hours   168  83  251 
3  Total number of volunteer work hours  317  258  575 
4  Number of media outreach events  10  6  16 
5  Number of community outreach education events conducted  26  37  63 
6  Estimated number of people reached by community education events  822  1,761  2,583 
7  Number of group education sessions for beneficiaries   52  14  66 
8  Number of beneficiaries who attended group education sessions   498  231  729 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  807  172  979 
10  Total number of simple inquiries received   46  589  635 
11  Total number of simple inquiries resolved    46  575  621 
12  Number of complex issues received  4  49  53 
13A  Number of complex issues referred for further action  2  4  6  
13B  Total dollar amount referred for further action  $0  $6,110  $6,110 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   2  4  6  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $16,912  $0  $16,912 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $116  $0  $116 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $17,028  $0  $17,028 
                              
 
60   
A P P E N D I X   ~   D  


  Montana  Missoula Aging Services, Missoula  
In operation since:  July 1999   Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  83  73  156 
2  Total number of volunteer training hours   56  226  282 
3  Total number of volunteer work hours  423  139  562 
4  Number of media outreach events  194  41  235 
5  Number of community outreach education events conducted  83  11  94 
6  Estimated number of people reached by community education events  2,040  604  2,644 
7  Number of group education sessions for beneficiaries   49  83  132 
8  Number of beneficiaries who attended group education sessions   1,634  1,881  3,515 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  436  157  593 
10  Total number of simple inquiries received   1  5  6  
11  Total number of simple inquiries resolved  1  5  6  
12  Number of complex issues received  108  12  120 
13A  Number of complex issues referred for further action  10  2  12 
13B  Total dollar amount referred for further action  $0  $27,349  $27,349 
14  Number of complex issues resolved  99  7  106 
15  Number of complex issues pending further action   0  2  2  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $3,260  $0  $3,260 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
61   
A P P E N D I X   ~   D  


Nebraska  Ne braska Department of Health and Human Services-State Unit on Aging, Lincoln  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  85  159  244 
2  Total number of volunteer training hours   880  1,569  2,449 
3  Total number of volunteer work hours  2,360  1,265  3,625 
4  Number of media outreach events  6  8  14 
5  Number of community outreach education events conducted  37  28  65 
6  Estimated number of people reached by community education events  6,863  2,687  9,550 
7  Number of group education sessions for beneficiaries   109  82  191 
8  Number of beneficiaries who attended group education sessions   2,766  2,657  5,423 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  30  9  39 
10  Total number of simple inquiries received   205  47  252 
11  Total number of simple inquiries resolved    205  47  252 
12  Number of complex issues received  45  16  61 
13A  Number of complex issues referred for further action  2  3  5  
13B  Total dollar amount referred for further action  $2,610  $20,610  $23,221 
14  Number of complex issues resolved  39  4  43 
15  Number of complex issues pending further action   6  3  9  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $10,273  $0  $10,273 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $969  $0  $969 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $969  $0  $969 
 
                              
 
62   
A P P E N D I X   ~   D  


N evada  State of Nevada Office of the Attorney General, Las Vegas  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  1  2  3  
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  0  4  4  
4  Number of media outreach events  1  6  7  
5  Number of community outreach education events conducted  6  22  28 
6  Estimated number of people reached by community education events  745  2,160  2,905 
7  Number of group education sessions for beneficiaries   6  10  16 
8  Number of beneficiaries who attended group education sessions   140  229  369 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  99  101 
10  Total number of simple inquiries received   9  66  75 
11  Total number of simple inquiries resolved    8  64  72 
12  Number of complex issues received  0  19  19 
13A  Number of complex issues referred for further action  0  4  4  
13B  Total dollar amount referred for further action  $0  $10,819  $10,819 
14  Number of complex issues resolved  0  6  6  
15  Number of complex issues pending further action   0  10  10 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
63   
A P P E N D I X   ~   D  


New Ha mpshire  New Hampshire Bureau of Elderly and Adult Services, Concord  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  64  56  120 
2  Total number of volunteer training hours   46  170  216 
3  Total number of volunteer work hours  3,327  2,193  5,520 
4  Number of media outreach events  28  78  106 
5  Number of community outreach education events conducted  98  171  269 
6  Estimated number of people reached by community education events  2,342  10,450  12,792 
7  Number of group education sessions for beneficiaries   6  32  38 
8  Number of beneficiaries who attended group education sessions   333  1,431  1,764 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  841  3,566  4,407 
10  Total number of simple inquiries received   0  793  793 
11  Total number of simple inquiries resolved    0  793  793 
12  Number of complex issues received  8  773  781 
13A  Number of complex issues referred for further action  5  12  17 
13B  Total dollar amount referred for further action  $1,303  $0  $1,303 
14  Number of complex issues resolved  2  773  775 
15  Number of complex issues pending further action   5  0  5  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $1,303  $0  $1,303 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $243  $0  $243 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $243  $0  $243 
 
                              
 
64   
A P P E N D I X   ~   D  


New Jers ey  Jewish Family & Vocational Services of Middlesex County, Inc., Edison  
In operation since:  July 2001  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  34  17  51 
2  Total number of volunteer training hours   22  22  44 
3  Total number of volunteer work hours  82  47  129 
4  Number of media outreach events  22  4  26 
5  Number of community outreach education events conducted  23  31  54 
6  Estimated number of people reached by community education events  2,756  2,920  5,676 
7  Number of group education sessions for beneficiaries   55  82  137 
8  Number of beneficiaries who attended group education sessions   2,289  2,078  4,367 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  8  27  35 
10  Total number of simple inquiries received   174  101  275 
11  Total number of simple inquiries resolved    168  99  267 
12  Number of complex issues received  22  11  33 
13A  Number of complex issues referred for further action  6  8  14 
13B  Total dollar amount referred for further action  $11,132  $33,707  $44,839 
14  Number of complex issues resolved  2  1  3  
15  Number of complex issues pending further action   12  14  26 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $385  $385 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $275  $275 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $660  $660 
 
                              
 
65   
A P P E N D I X   ~   D  


New Mex ico  New Mexico Aging and Long Term Services Department, Albuquerque  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  400  420  820 
2  Total number of volunteer training hours   4,800  3,360  8,160 
3  Total number of volunteer work hours  9,600  4,320  13,920 
4  Number of media outreach events  9  3  12 
5  Number of community outreach education events conducted  12  18  30 
6  Estimated number of people reached by community education events  4,156  34,923  39,079 
7  Number of group education sessions for beneficiaries   127  131  258 
8  Number of beneficiaries who attended group education sessions   1,533  2,571  4,104 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  20,066  16,787  36,853 
10  Total number of simple inquiries received   20,066  4,663  24,729 
11  Total number of simple inquiries resolved    15,499  4,567  20,066 
12  Number of complex issues received  78  96  174 
13A  Number of complex issues referred for further action  78  13  91 
13B  Total dollar amount referred for further action  $59,694  $237,110  $296,804 
14  Number of complex issues resolved  10  5  15 
15  Number of complex issues pending further action   68  61  129 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
66   
A P P E N D I X   ~   D  


  New York  Operation Restore Trust, Albany  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  210  230  440 
2  Total number of volunteer training hours   11  17  28 
3  Total number of volunteer work hours  0  0  0  
4  Number of media outreach events  13  8  21 
5  Number of community outreach education events conducted  14  15  29 
6  Estimated number of people reached by community education events  15,054  6,761  21,815 
7  Number of group education sessions for beneficiaries   105  78  183 
8  Number of beneficiaries who attended group education sessions   3,468  3,013  6,481 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   31  24  55 
11  Total number of simple inquiries resolved    30  24  54 
12  Number of complex issues received  70  64  134 
13A  Number of complex issues referred for further action  40  41  81 
13B  Total dollar amount referred for further action  $49,540  $84,466  $134,006 
14  Number of complex issues resolved  43  31  74 
15  Number of complex issues pending further action   9  10  19 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $9,841  $22,054  $31,895 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $9,841  $22,054  $31,895 
 
                              
 
67   
A P P E N D I X   ~   D  


  North Carolina  Department of Insurance, Raleigh  
In operation since:  July 2003  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  14  12  26 
2  Total number of volunteer training hours   89  58  147 
3  Total number of volunteer work hours  960  890  1,850 
4  Number of media outreach events  40  66  106 
5  Number of community outreach education events conducted  100  102  202 
6  Estimated number of people reached by community education events  19,150  15,108  34,258 
7  Number of group education sessions for beneficiaries   42  85  127 
8  Number of beneficiaries who attended group education sessions   13,546  8,761  22,307 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  67  278  345 
10  Total number of simple inquiries received   82  310  392 
11  Total number of simple inquiries resolved    82  310  392 
12  Number of complex issues received  0  0  0  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
68   
A P P E N D I X   ~   D  


  North Dakota  Minot State University, Minot  
In operation since:  July 2003  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  47  33  80 
2  Total number of volunteer training hours   47  34  81 
3  Total number of volunteer work hours  19  56  75 
4  Number of media outreach events  3  16  19 
5  Number of community outreach education events conducted  5  8  13 
6  Estimated number of people reached by community education events  922  1,613  2,535 
7  Number of group education sessions for beneficiaries   35  92  127 
8  Number of beneficiaries who attended group education sessions   743  1,967  2,710 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  33  13  46 
10  Total number of simple inquiries received   34  114  148 
11  Total number of simple inquiries resolved    34  114  148 
12  Number of complex issues received  1  3  4  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  3  3  
15  Number of complex issues pending further action   1  0  1  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
69   
A P P E N D I X   ~   D  


  Ohio  Pro Seniors, Inc., Cincinnati  
In operation since:  July 2002  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  17  36  53 
2  Total number of volunteer training hours   19  189  208 
3  Total number of volunteer work hours  98  102  200 
4  Number of media outreach events  1  69  70 
5  Number of community outreach education events conducted  3  14  17 
6  Estimated number of people reached by community education events  817  696  1,513 
7  Number of group education sessions for beneficiaries   22  18  40 
8  Number of beneficiaries who attended group education sessions   474  455  929 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  5  5  
10  Total number of simple inquiries received   74  83  157 
11  Total number of simple inquiries resolved    62  77  139 
12  Number of complex issues received  5  31  36 
13A  Number of complex issues referred for further action  2  3  5  
13B  Total dollar amount referred for further action  $0  $4,505  $4,505 
14  Number of complex issues resolved  0  6  6  
15  Number of complex issues pending further action   4  12  16 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $2,699  $2,699 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $2,699  $2,699 
 
                              
 
70   
A P P E N D I X   ~   D  


Okl ahoma  State of Oklahoma Department of Insurance, Oklahoma City  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  345  1  346 
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  0  3  3  
4  Number of media outreach events  43  1,362  1,405 
5  Number of community outreach education events conducted  22  17  39 
6  Estimated number of people reached by community education events  7,353  2,106  9,459 
7  Number of group education sessions for beneficiaries   13  2  15 
8  Number of beneficiaries who attended group education sessions   518  76  594 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  4  0  4  
10  Total number of simple inquiries received   10  33  43 
11  Total number of simple inquiries resolved    8  32  40 
12  Number of complex issues received  3  4  7  
13A  Number of complex issues referred for further action  2  2  4  
13B  Total dollar amount referred for further action  $0  $12,055  $12,055 
14  Number of complex issues resolved  1  2  3  
15  Number of complex issues pending further action   2  2  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $11,422  $11,422 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $182  $182 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $182  $182 
                              
 
71   
A P P E N D I X   ~   D  


O regon  Department of Human Services State Unit on Aging, Salem  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  170  145  315 
2  Total number of volunteer training hours   1,190  616  1,806 
3  Total number of volunteer work hours  4,080  1,858  5,938 
4  Number of media outreach events  55  70  125 
5  Number of community outreach education events conducted  79  127  206 
6  Estimated number of people reached by community education events  2,316  13,904  16,220 
7  Number of group education sessions for beneficiaries   11  102  113 
8  Number of beneficiaries who attended group education sessions   130  2,992  3,122 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  4,240  3,961  8,201 
10  Total number of simple inquiries received   858  7  865 
11  Total number of simple inquiries resolved    858  7  865 
12  Number of complex issues received  7  2  9  
13A  Number of complex issues referred for further action  5  2  7  
13B  Total dollar amount referred for further action  $0  $1,242  $1,242 
14  Number of complex issues resolved  0  1  1  
15  Number of complex issues pending further action   0  1  1  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $125  $125 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $125  $125 
 
                              
 
72   
A P P E N D I X   ~   D  


Pennsylvania   Center for Advocacy for the Rights and Interests of the Elderly, Philadelphia  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  64  48  112 
2  Total number of volunteer training hours   81  111  192 
3  Total number of volunteer work hours  250  640  890 
4  Number of media outreach events  5  7  12 
5  Number of community outreach education events conducted  23  41  64 
6  Estimated number of people reached by community education events  1,925  4,793  6,718 
7  Number of group education sessions for beneficiaries   30  99  129 
8  Number of beneficiaries who attended group education sessions   771  3,238  4,009 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  225  244  469 
10  Total number of simple inquiries received   0  5  5  
11  Total number of simple inquiries resolved  0  5  5  
12  Number of complex issues received  6  6  12 
13A  Number of complex issues referred for further action  1  1  2  
13B  Total dollar amount referred for further action  $125  $10,949  $11,074 
14  Number of complex issues resolved  3  3  6  
15  Number of complex issues pending further action   2  1  3  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
73   
A P P E N D I X   ~   D  


 Puerto Rico  Office of the Ombudsman for the Elderly, San Juan  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  12  12  24 
2  Total number of volunteer training hours   5,760  132  5,892 
3  Total number of volunteer work hours  12,960  216  13,176 
4  Number of media outreach events  6  1  7  
5  Number of community outreach education events conducted  97  74  171 
6  Estimated number of people reached by community education events  10,593  9,051  19,644 
7  Number of group education sessions for beneficiaries   45  11  56 
8  Number of beneficiaries who attended group education sessions   937  257  1,194 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  3  3  
10  Total number of simple inquiries received   0  237  237 
11  Total number of simple inquiries resolved    0  231  231 
12  Number of complex issues received  6  3  9  
13A  Number of complex issues referred for further action  6  2  8  
13B  Total dollar amount referred for further action  $0  $315  $315 
14  Number of complex issues resolved  3  1  4  
15  Number of complex issues pending further action   3  1  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $67  $0  $67 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $67  $0  $67 
                              
 
74   
A P P E N D I X   ~   D  


  Rhode Island  Department of Elderly Affairs, Cranston  
In operation since:  July 2006  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  58  114  172 
2  Total number of volunteer training hours   54  1,304  1,358 
3  Total number of volunteer work hours  8,524  817  9,341 
4  Number of media outreach events  12  8  20 
5  Number of community outreach education events conducted  50  46  96 
6  Estimated number of people reached by community education events  2,040  58,123  60,163 
7  Number of group education sessions for beneficiaries   26  23  49 
8  Number of beneficiaries who attended group education sessions   910  740  1,650 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2,380  197  2,577 
10  Total number of simple inquiries received   3,206  811  4,017 
11  Total number of simple inquiries resolved    2,725  640  3,365 
12  Number of complex issues received  53  4  57 
13A  Number of complex issues referred for further action  6  3  9  
13B  Total dollar amount referred for further action  NA  $40  $40 
14  Number of complex issues resolved  32  4  36 
15  Number of complex issues pending further action   15  0  15 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  NA  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   NA  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   NA  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  NA  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  NA  $0  $0 
17A 17D  Total savings attributable to the projects  NA  $0  $0 
 
                              
 
75   
A P P E N D I X   ~   D  


  South Carolina  Lt. Governors Office on Aging, Columbia 
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  48  20  68 
2  Total number of volunteer training hours   175  0  175 
3  Total number of volunteer work hours  402  768  1,170 
4  Number of media outreach events  44  25  69 
5  Number of community outreach education events conducted  167  45  212 
6  Estimated number of people reached by community education events  23,360  8,808  32,168 
7  Number of group education sessions for beneficiaries   167  60  227 
8  Number of beneficiaries who attended group education sessions   1,192  2,431  3,623 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  731  644  1,375 
10  Total number of simple inquiries received   0  200  200 
11  Total number of simple inquiries resolved    0  200  200 
12  Number of complex issues received  22  73  95 
13A  Number of complex issues referred for further action  22  4  26 
13B  Total dollar amount referred for further action  $0  $35,250  $35,250 
14  Number of complex issues resolved  12  32  44 
15  Number of complex issues pending further action   10  29  39 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $4,400  $4,400 
17A 17D  Total savings attributable to the projects  $0  $4,400  $4,400 
 
                              
 
76   
A P P E N D I X   ~   D  


 South Dakota  East River Legal Services Corporation, Sioux Falls  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  85  108  193 
2  Total number of volunteer training hours   0  2,046  2,046 
3  Total number of volunteer work hours  7,950  2,859  10,809 
4  Number of media outreach events  4  4  8  
5  Number of community outreach education events conducted  9  6  15 
6  Estimated number of people reached by community education events  651  652  1,303 
7  Number of group education sessions for beneficiaries   5  6  11 
8  Number of beneficiaries who attended group education sessions   163  389  552 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   137  196  333 
11  Total number of simple inquiries resolved    137  196  333 
12  Number of complex issues received  6  4  10 
13A  Number of complex issues referred for further action  4  0  4  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  3  0  3  
15  Number of complex issues pending further action   3  0  3  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
                              
 
77   
A P P E N D I X   ~   D  


 Tennessee  Upper Cumberland Development District, Cookeville  
In operation since:  July 2001  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  14  30  44 
2  Total number of volunteer training hours   29  160  189 
3  Total number of volunteer work hours  157  404  561 
4  Number of media outreach events  16  18  34 
5  Number of community outreach education events conducted  123  146  269 
6  Estimated number of people reached by community education events  60,866  14,139  75,005 
7  Number of group education sessions for beneficiaries   48  72  120 
8  Number of beneficiaries who attended group education sessions   1,527  1,560  3,087 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  227  79  306 
10  Total number of simple inquiries received   336  193  529 
11  Total number of simple inquiries resolved    332  188  520 
12  Number of complex issues received  19  9  28 
13A  Number of complex issues referred for further action  7  1  8  
13B  Total dollar amount referred for further action  $85,219  $465  $85,684 
14  Number of complex issues resolved  16  5  21 
15  Number of complex issues pending further action   10  5  15 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $22,395  $0  $22,395 
17A  Actual Medicare funds recovered attributable to the projects   $62,338  $0  $62,338 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $280  $0  $280 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $62,618  $0  $62,618 
 
                              
 
78   
A P P E N D I X   ~   D  


 Texas  Better Business Bureau Education Foundation, Houston  
In operation since:  July 2002  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  47  5  52 
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  30  15  45 
4  Number of media outreach events  2  12  14 
5  Number of community outreach education events conducted  13  17  30 
6  Estimated number of people reached by community education events  1,651  3,002  4,653 
7  Number of group education sessions for beneficiaries   31  38  69 
8  Number of beneficiaries who attended group education sessions   1,206  1,979  3,185 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  20  5  25 
10  Total number of simple inquiries received   81  93  174 
11  Total number of simple inquiries resolved    79  93  172 
12  Number of complex issues received  38  70  108 
13A  Number of complex issues referred for further action  21  47  68 
13B  Total dollar amount referred for further action  $25,171  $12,074  $37,246 
14  Number of complex issues resolved  8  48  56 
15  Number of complex issues pending further action   15  18  33 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
79   
A P P E N D I X   ~   D  


 Texas  The National Hispanic Council on Aging, Washington, DC  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  160  179  339 
2  Total number of volunteer training hours   818  126,910  127,728 
3  Total number of volunteer work hours  16,723  1,390  18,113 
4  Number of media outreach events  25  28  53 
5  Number of community outreach education events conducted  200  189  389 
6  Estimated number of people reached by community education events  9,720  9,475  19,195 
7  Number of group education sessions for beneficiaries   166  237  403 
8  Number of beneficiaries who attended group education sessions   7,400  8,047  15,447 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  4,352  6,131  10,483 
10  Total number of simple inquiries received   10,602  11,239  21,841 
11  Total number of simple inquiries resolved    9,011  10,002  19,013 
12  Number of complex issues received  2176  815  2,991 
13A  Number of complex issues referred for further action  1841  239  2,080 
13B  Total dollar amount referred for further action  $154,027  $46,682  $200,709 
14  Number of complex issues resolved  335  576  911 
15  Number of complex issues pending further action   1,841  239  2,080 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $63  $0  $63 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $225  $225 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $7,009  $0  $7,009 
17A 17D  Total savings attributable to the projects  $7,072  $225  $7,297 
                              
 
80   
A P P E N D I X   ~   D  


  Utah  Utah Legal Services, Inc., Salt Lake City  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  102  158  260 
2  Total number of volunteer training hours   NA  270  270 
3  Total number of volunteer work hours  10  1,218  1,228 
4  Number of media outreach events  9  14  23 
5  Number of community outreach education events conducted  1,446  44  1,490 
6  Estimated number of people reached by community education events  4,120  7,999  12,119 
7  Number of group education sessions for beneficiaries   55  45  100 
8  Number of beneficiaries who attended group education sessions   3,500  976  4,476 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  1,365  23  1,388 
10  Total number of simple inquiries received   NA  35  35 
11  Total number of simple inquiries resolved  NA  32  32 
12  Number of complex issues received  31  18  49 
13A  Number of complex issues referred for further action  20  5  25 
13B  Total dollar amount referred for further action  $0  $6,627  $6,627 
14  Number of complex issues resolved  11  11  22 
15  Number of complex issues pending further action   6  7  13 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $2,889  $2,889 
17A  Actual Medicare funds recovered attributable to the projects   $3,358  $0  $3,358 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $3,570  $3,570 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $3,358  $3,570  $6,928 
                              
 
81   
A P P E N D I X   ~   D  


  Vermont  Community of Vermont Elders, Montpelier  
In operation since:  July 2003  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  12  12  24 
2  Total number of volunteer training hours   114  44  158 
3  Total number of volunteer work hours  371  131  502 
4  Number of media outreach events  0  31  31 
5  Number of community outreach education events conducted  6  5  11 
6  Estimated number of people reached by community education events  199  246  445 
7  Number of group education sessions for beneficiaries   17  11  28 
8  Number of beneficiaries who attended group education sessions   305  291  596 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  357  0  357 
10  Total number of simple inquiries received   11  2  13 
11  Total number of simple inquiries resolved  3  0  3  
12  Number of complex issues received  10  13  23 
13A  Number of complex issues referred for further action  3  6  9  
13B  Total dollar amount referred for further action  $1,079  $0  $1,079 
14  Number of complex issues resolved  3  9  12 
15  Number of complex issues pending further action   6  4  10 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $84  $84 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $84  $84 
                              
 
82   
A P P E N D I X   ~   D  


V irginia  Virginia Association of Area Agencies on Aging, Richmond  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  79  36  115 
2  Total number of volunteer training hours   58  0  58 
3  Total number of volunteer work hours  552  108  660 
4  Number of media outreach events  3,374  258  3,632 
5  Number of community outreach education events conducted  189  52  241 
6  Estimated number of people reached by community education events  8,823  4,850  13,673 
7  Number of group education sessions for beneficiaries   56  80  136 
8  Number of beneficiaries who attended group education sessions   508  2,470  2,978 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  349  23  372 
10  Total number of simple inquiries received   94  60  154 
11  Total number of simple inquiries resolved    93  60  153 
12  Number of complex issues received  14  11  25 
13A  Number of complex issues referred for further action  13  1  14 
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  9  1  10 
15  Number of complex issues pending further action   3  4  7  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
83   
A P P E N D I X   ~   D  


Virgin Is lands  Department of Human Services, Senior Citizens Affairs, St. Croix  
In operation since:  July 2005  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  10  46  56 
2  Total number of volunteer training hours   8  20  28 
3  Total number of volunteer work hours  20  94  114 
4  Number of media outreach events  76  125  201 
5  Number of community outreach education events conducted  2  20  22 
6  Estimated number of people reached by community education events  500  1,500  2,000 
7  Number of group education sessions for beneficiaries   17  20  37 
8  Number of beneficiaries who attended group education sessions   160  525  685 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  20  25  45 
10  Total number of simple inquiries received   0  2  2  
11  Total number of simple inquiries resolved  0  2  2  
12  Number of complex issues received  0  0  0  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
84   
A P P E N D I X   ~   D  


  Washington  Office of the Insurance Counselor, Olympia  
In operation since:  July 1999  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  373  284  657 
2  Total number of volunteer training hours   3,380  2,641  6,021 
3  Total number of volunteer work hours  25,974  27,803  53,777 
4  Number of media outreach events  106  126  232 
5  Number of community outreach education events conducted  205  131  336 
6  Estimated number of people reached by community education events  22,857  4,810  27,667 
7  Number of group education sessions for beneficiaries   58  49  107 
8  Number of beneficiaries who attended group education sessions   NA  859  859 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  10,470  10,316  20,786 
10  Total number of simple inquiries received   1,783  1,994  3,777 
11  Total number of simple inquiries resolved    1,783  1,994  3,777 
12  Number of complex issues received  8,624  237  8,861 
13A  Number of complex issues referred for further action  225  237  462 
13B  Total dollar amount referred for further action  NA  NA  NA 
14  Number of complex issues resolved  225  237  462 
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  NA  NA  NA 
17A  Actual Medicare funds recovered attributable to the projects   NA  NA  NA 
17B  Actual Medicaid funds recovered attributable to the projects   NA  NA  NA 
17C  Actual savings to beneficiaries attributable to the projects  NA  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  NA  NA  NA 
17A 17D  Total savings attributable to the projects  NA  $0  $0 
                              
 
85   
A P P E N D I X   ~   D  


  West Virginia  AARP Foundation, Charleston  
In operation since:  July 2003  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  64  65  129 
2  Total number of volunteer training hours   65  42  107 
3  Total number of volunteer work hours  789  677  1,466 
4  Number of media outreach events  96  1,271  1,367 
5  Number of community outreach education events conducted  37  25  62 
6  Estimated number of people reached by community education events  9,042  16,741  25,783 
7  Number of group education sessions for beneficiaries   18  22  40 
8  Number of beneficiaries who attended group education sessions   875  1,173  2,048 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  40  101  141 
10  Total number of simple inquiries received   108  83  191 
11  Total number of simple inquiries resolved    108  83  191 
12  Number of complex issues received  28  132  160 
13A  Number of complex issues referred for further action  11  45  56 
13B  Total dollar amount referred for further action  $0  $33,223  $33,223 
14  Number of complex issues resolved  1  6  7  
15  Number of complex issues pending further action   10  12  22 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
86   
A P P E N D I X   ~   D  


  Wisconsin  Coalition of Wisconsin Aging Groups, Madison  
In operation since:  July 1997  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  25  34  59 
2  Total number of volunteer training hours   380  40  420 
3  Total number of volunteer work hours  4,411  380  4,791 
4  Number of media outreach events  101  25  126 
5  Number of community outreach education events conducted  39  50  89 
6  Estimated number of people reached by community education events  2,149  5,603  7,752 
7  Number of group education sessions for beneficiaries   44  20  64 
8  Number of beneficiaries who attended group education sessions   1,154  574  1,728 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  13  16  29 
10  Total number of simple inquiries received   104  198  302 
11  Total number of simple inquiries resolved    93  189  282 
12  Number of complex issues received  1  8  9  
13A  Number of complex issues referred for further action  0  6  6  
13B  Total dollar amount referred for further action  $0  $209  $209 
14  Number of complex issues resolved  0  2  2  
15  Number of complex issues pending further action   0  6  6  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
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  Wyoming  Senior Citizens, Inc., Riverton  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2007  
  OUTPUT MEASURES       
1  Total number of active volunteers  94  77  171 
2  Total number of volunteer training hours   368  2,904  3,272 
3  Total number of volunteer work hours  467  79,314  79,781 
4  Number of media outreach events  3  550  553 
5  Number of community outreach education events conducted  12  20  32 
6  Estimated number of people reached by community education events  237  250  487 
7  Number of group education sessions for beneficiaries   0  37  37 
8  Number of beneficiaries who attended group education sessions   0  1,038  1,038 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  907  2,609  3,516 
10  Total number of simple inquiries received   14  25  39 
11  Total number of simple inquiries resolved    14  25  39 
12  Number of complex issues received  0  0  0  
13A  Number of complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiary, or other  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
                              
 
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Performance Measures Definitions 
 
 
 
The following list includes the definitions of the performance measures for 2007. 
                              
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Definitions 
 
 
 
ACTIVE VOLUNTEERS 	  Individuals who donate their time or resources and are trained to assist 
with implementing the project.  
 
MEDIA OUTREACH 	   Any individual airing or publishing of media (e.g., print, 
EVENTS 	  radio, television, or electronic) to educate about Medicare/Medicaid fraud 
and the services of the project. 
 
 
COMMUNITY OUTREACH 	   Any education activity conducted by project staff or  
EDUCATION EVENT  	  volunteers that is not a group education session, one-on-one session, or 
media outreach activity.          
 
 
GROUP EDUCATION 	 Formal gatherings led by project staff or volunteers to 
SESSIONS  	   educate recipients, family members, caregivers, and others on detecting 
fraud, waste, and abuse in the health care system and services offered by 
the project.  
 
ONE-ON-ONE COUNSELING 	  A meeting between project staff or volunteers and an 
SESSIONS 	  individual beneficiary and/or his or her family for the purpose of 
discussing or gathering information about potential health care fraud, 
waste, or abuse. One-on-one counseling sessions may include beneficiary 
counseling, information gathering, or information sharing.   
 
 
SIMPLE INQUIRIES 	 A simple inquiry is brief contact initiated by a consumer and/or 
beneficiary that is resolved with minimal time and research or review.   
  Simple inquiries typically do not require individual demographic or 
private personal information such as a Medicare number or information 
about a medical condition.   
     
COMPLEX ISSUES 	 Complex issues are inquiries that generally require the project staff or 
volunteer to obtain beneficiary personal identifying information and 
detailed information related to the issue, complaint, or allegation in order 
to conduct further investigation or referral.  
 
 
                        
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  A P P E N D I X   ~   E  

 
 
 
 
COMPLEX ISSUES   Complex issues referred to a Medicare contractor,   
REFERRED FOR FURTHER   an investigative agency, or other appropriate organization.  
ACTION     
 
COMPLEX ISSUES   A complex issue successfully closed by a project, a 
RESOLVED    Medicare contractor, an investigative agency, or another appropriate 
organization. 
 
COMPLEX ISSUES PENDING   All complex issues  irrespective of when they were  
FURTHER ACTION    received  that remain unresolved.  
 
 
COST AVOIDANCE 	  Health care expenditures for which the Medicare program, the Medicaid 
program, a beneficiary, or other entity (e.g., secondary health insurer, 
pharmacy) was relieved of responsibility for payment as a result of the 
projects. 
 
MEDICARE FUNDS 	 Money saved or recouped to the Medicare Trust Fund as a 
RECOVERED  	  result of the projects. This applies to money recouped through a Medicare 
contractor, a  law enforcement agency, or directly to Medicare at the 
provider level. 
 
MEDICAID FUNDS 	  Money saved or recouped to Medicaid as a result of the 
RECOVERED  	  projects.  This applies to money recouped through a Medicaid Fraud 
Control Unit, a  law enforcement agency, or directly to Medicaid at the 
provider level. 
 
SAVINGS TO THE 	 Money saved or recouped to an individual as a result of the 
BENEFICIARY  	   projects (e.g., copayments, deductibles, or any other out-of-pocket 
expenses).  
  
OTHER SAVINGS 	  Money saved or recouped to an entity other than the Medicare program, 
the Medicaid program, or beneficiaries (e.g., secondary health insurance, 
pharmacy) as a result of the projects.   
                        
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