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DEPARTMENT OF HEALTH & HUMAN SERVICES
Office of Inspector General
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;,."410 Washington, D.C. 20201
OCT 2 2 2004
TO: Edwin L. Walker
Deputy Assistant Secretary for Policy and Programs
Administration on Agi Q /.
George Grob ~
FROM:
Assistant Ins ector General
for Evaluation and Inspe . ons
SUBJECT: Performance Data for the Senior Medicare Patrol Projects: October 2004
Performance Report (OEI-02-04-00360)
Inspector General (OIG)
At the request of  the Administration on Aging (AoA), the Office of 
collects performance data from the Senior Medicare Patrol Projects. These projects receive grants
from AoA to recruit retired professionals to serve as educators and resources in assisting
beneficiares to detect and report fraud, waste, and abuse in the Medicare program. A total of 57
projects operated from Januar through June 2004. At least one project is located in each of  the 50
States, the Distrct of Columbia, and Puerto Rico.
In the last 6 months, from Januar through June 2004, the 57 projects educated approximately
247,996 beneficiaries in 82,530 group training sessions and one-on-one sessions. As a result of
which 522 were referred to
educating beneficiares, the projects received 2,984 complaints, of 
Medicare contractors for follow-up. A total of 195 resulted in money recouped to the Medicare
program or some other action taken by the Medicare contractor or investigative agency. In total,
the projects documented $42,223 recouped to the Medicare program. The projects also reported
which
$200,000 in savings to the Medicaid program and savings of  $206,867 to beneficiaries, of 
$1,151 was documented.
In Februar 1999, OIG issued a report on the projects' first-year performance data (OEI-02-97-
00522). OIG has since released reports on these performance data for each subsequent 6-month
period. Since the inception of  the program 7 years ago, a total of 62 projects (5 of  which closed
between June 2002 and December 2003) have educated more than 1.8 millon beneficiares in
455,412 group training sessions and one-on-one sessions. As a result of educating beneficiares,
which 4,037 resulted in some action. Total savings to
the projects received 40,747 complaints, of 
the Medicare program attbutable to the projects are $3,945,567. Self-reported savings to
beneficiares, Medicaid, and other payers were approximately $100 milion. Most of the $100
milion in savings is the result of one project's involvement in adjustments to Medicaid claims for
individuals entitled to both Medicaid and Medicare. The appendices contain more information on Page 2 - Edwin L. Walker
the performance of each grantee.
beneficiares who have leared to detect fraud,
We continue to emphasize that the number of 
waste, and abuse from the Senior Medicare Patrol Projects, and who subsequently call the OIG
fraud hotIine or other contacts, canot be tracked. Therefore, the projects may not be receiving full
credit for savings attbutable to their work. In addition, substantial savings, which canot be
tracked, may be derived from a sentinel effect whereby fraud and errors are reduced in light of
Medicare beneficiares' scrutiny of  their bils.
The Centers for Medicare & Medicaid Services developed a tracking system that requires all
contractors to provide semi-anual reports of all complaints initiated by the Senior Medicare Patrol
Projects. In this reporting period, we requested that each project submit all tracking reports and
correspondence they may have received from the contractors, regardless of  whether actual savings
occured. Thirteen of the 57 projects provided us with such documentation. Ten of these 13
projects submitted at least one tracking system report; the other three submitted letters or e-mail
the 10 projects submitted tracking system reports that
correspondence from contractors. Four of 
included documented savings to the Medicare program.
We wil continue to monitor the projects and provide you with summar reports of  performance
data. If you have any questions, please call me at (202) 619-0480, or one of your staff may contact
Jodi Nudelman, Acting Regional Inspector General for Evaluation and Inspections, New York
Region, at (212) 264-2000.
Attachments:
Performance for All Projects Since 1997
Appendix A - Sumar of 
Performance for All Projects in the Last Two Reporting Periods
Appendix B - Sumar of 
Appendix C - Projects' Results for Each Performance Measure
Appendix D - Individual Project Results for All Projects in the Last Two Reporting Periods Senior Medicare Patrol Projects Performance Measure Results 
 
 
 
 
     
List of Appendices 
 
Page 
 
Appendix A:  Summary of Performance for All Projects Since 1997.......................................4 
   
Appendix B:  Summary of Performance for All Projects in the Last Two Reporting Periods............6 
 
Appendix C:  Projects Results for Each Performance Measure.............................................8 
 
Appendix D:  Individual Project Results for All Projects in the Last Two Reporting Periods.........26 
 
 
 
 
 
 
 
 
 
 
3   A P P E N D I X   ~   A  
 
Summary of Performance for All Projects Since 1997 
 
 
 
The following table provides the overall performance measure results for all 62 projects that have ever operated since 1997.  
 
Cumulative totals since 1997 are no longer reported for performance measure 9. 
 
Total savings to Medicaid, beneficiaries, and other entities were not broken out prior to July 2003.  Therefore, this table does not 
  
contain data for performance measures 15A, 15B, and 15C.
  4
  A P P E N D I X ~ A  
 
Summary of Peformance for All Projects Since 1997 
OUTPUT MEASURES   
 
1  Number of training sessions conducted to train new volunteers   6,758
2  Number of new volunteers trained  45,626
3  Number of media events conducted  109,186
4  Number of community education events conducted  25,879
  OUTCOME MEASURES   
5  Number of volunteers who, for the first time, conducted activities to educate beneficiaries  17,314
6  Number of group sessions for beneficiaries led by volunteers  35,758
7  Number of beneficiaries who attended group sessions led by volunteers  1,393,954
8  Number of one-on-one sessions held between beneficiaries and volunteers  419,654
7 + 8  Total number of beneficiaries educated  1,813,608
   
9  Estimated number of people reached by media events   NA
10  Estimated number of people reached by community education events  14,666,298
11  Number of complaints received attributable to the project  40,747
12  Number of complaints referred for follow-up  8,908
13  Number of complaints that resulted in some action   4,037
14  Medicare funds recovered attributable to the project  $3,945,567
15A  Medicaid funds recovered attributable to the project  NA
15B  Savings to beneficiaries attributable to the project  NA
15C  Other savings attributable to the project  NA
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings   $100,014,534
14 + 15  Total savings attributable to the project  $103,960,101
 
  5
   A P P E N D I X   ~   B  
 
 
 Summary of Performance for All Projects in the Last Two Reporting Periods 
 
   
The following table provides data for the 58 projects that operated from July through December 2003.  Note that one of these projects, 
North Carolina  Division of Aging, did not receive funding after June 30, 2003, but continued operating until January 2004.  Fifty-
seven projects operated in the current reporting period, January through June 2004.      
 
 
  6
  A P P E N D I X ~ B  
Summary of Performance for All Projects in the Last Two Reporting Periods 
  Change in Last 
  July  Dec. 03  Jan.  June 04 6 Months 
 
OUTPUT MEASURES 
       
1  Number of training sessions conducted to train new volunteers   560 648 88
2  Number of new volunteers trained  2,511 3,380 869
3  Number of media events conducted  34,705 16,815 -17,890
4  Number of community education events conducted  2,369 3,733 1,364
  OUTCOME MEASURES         
5  Number of volunteers who, for the first time, conducted activities 
to educate beneficiaries  1,565 1,845 260
6  Number of group sessions for beneficiaries led by volunteers  3,639 4,704 1,065
7  Number of beneficiaries who attended group sessions led by 
volunteers  119,141 170,170 51,029
8  Number of one-on-one sessions held between beneficiaries and 
volunteers  74,594 77,826 3,232
7 + 8  Total number of beneficiaries educated  193,735 247,996 54,261
   
9  Estimated number of people reached by media events   36,187,705 1,479,857,9511 1,443,670,246
10  Estimated number of people reached by community education 
events  1,193,000 641,430 -551,570
11  Number of complaints received attributable to the project  4,638 2,984 -1,654
12  Number of complaints referred for follow-up  1,205 522 -683
13  Number of complaints that resulted in some action   638 195 -443
14  Medicare funds recovered attributable to the project  $151,450 $42,223 -$109,227
15A  Medicaid funds recovered attributable to the project  $0 $200,000 $200,000
15B  Savings to beneficiaries attributable to the project  $260,100 $206,867 -$53,233
15C  Other savings attributable to the project  $0 $29,037 $29,037
TOTAL 15  Total Medicaid funds, beneficiary savings and other savings  $260,100 $435,904 $175,804
14 + 15  Total savings attributable to the project  $411,550 $478,127 $66,577
                                                 
1 One project reported 1.4 billion people reached by media events.  Note that this number is calculated by adding the average number of viewers reached each 
time an advertisement is aired and the number of readers reached for each individual printed advertisement.      
  7
   A P P E N D I X   ~   C  
 
 
Projects Results for Each Performance Measure 
 
 
The following tables provide the results for each performance measure for each of the 58 Senior Medicare Patrol Projects.   
 
One project, North Carolina  Division of Aging, ceased operating at the end of 2003.  Therefore, data are not reported for this project 
for January through June 2004.   
 
Please note that performance measure 9, Estimated number of people reached by media events, is calculated by adding the average 
number of viewers reached each time an advertisement is aired and the number of readers reached for each individual printed 
advertisement.  
  8
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 1:  Number of Training Sessions Conducted to Train New Volunteers 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  18 42   Nebraska  4 3
 
Alaska  0 13   Nevada  4 4
Arizona  13 19   New Hampshire  1 1  
Arkansas  5 4   New Jersey  3 1
California  6 6   New Mexico  5 14
Colorado  2 1   New York  27 56
Connecticut  16 16   NC  DOA  0 NA
Delaware  3 3   NC  DOI  0 16
DC  AARP  0 0   North Dakota  5 10
DC  FH  5 5   Ohio  COAAA  2 0
Florida  7 2   Ohio  PSI  1 1
Georgia  ARC  3 2   Oklahoma  4 10
Georgia  DHR  25 4   Oregon  7 16
Hawaii   4 8   Pennsylvania  5 1
Idaho  14 13   Puerto Rico  6 4
Illinois  6 12   Rhode Island  1 0
Indiana  6 7   South Carolina  0 4
Iowa  42 6   South Dakota  1 0
Kansas  0 2   Tennessee  4 3
Kentucky  5 14   Texas  BBBEF  3 0
Louisiana  2 2   Texas  NHCOA  2 42
Maine  16 19   Utah  18 6
Maryland  25 18   Vermont  0 2
Massachusetts  8 8   Virginia  3 4
Michigan  13 2   Washington  173 162
Minnesota  5 4   WV  AARP  0 1
Mississippi  19 33   WI  CWAG  4 8
Missouri  1 8   WI  GLITC  0 1
Montana  7 4   Wyoming  1 1
PERFORMANCE MEASURE  1  July  Dec. 03  Jan.  June 04 
TOTAL  560  648 
  9
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 2:  Number of New Volunteers Trained 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  111 218   Nebraska  26 11
 
Alaska  0 2   Nevada  5 1
Arizona  15 39   New Hampshire  9 36  
Arkansas  24 14   New Jersey  38 35
California  73 187   New Mexico  8 15
Colorado  20 5   New York  61 264
Connecticut  244 226   NC  DOA  2 NA
Delaware  2 19   NC  DOI  0 75
DC  AARP  0 0   North Dakota  45 57
DC  FH  4 4   Ohio  COAAA  25 0
Florida  56 34   Ohio  PSI  14 7
Georgia  ARC  2 5   Oklahoma  30 237
Georgia  DHR  84 36   Oregon  38 71
Hawaii   6 59   Pennsylvania  23 5
Idaho  9 19   Puerto Rico  117 6
Illinois  29 6   Rhode Island  5 0
Indiana  87 131   South Carolina  0 15
Iowa  54 6   South Dakota  3 0
Kansas  0 58   Tennessee  39 55
Kentucky  18 45   Texas  BBBEF  80 0
Louisiana  46 98   Texas  NHCOA  12 53
Maine  91 25   Utah  51 288
Maryland  0 4   Vermont  0 5
Massachusetts  73 40   Virginia  15 27
Michigan  186 13   Washington  329 268
Minnesota  26 65   WV  AARP  0 25
Mississippi  212 262   WI  CWAG  15 89
Missouri  10 90   WI  GLITC  0 6
Montana  35 8   Wyoming  4 11
PERFORMANCE MEASURE  2  July  Dec. 03  Jan.  June 04 
TOTAL  2,511  3,380 
  10
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 3:  Number of Media Events Conducted 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  2,642 95   Nebraska  26 81
 
Alaska  4 7   Nevada  4,150 12
Arizona  38 24   New Hampshire  18 16  
Arkansas  10 17   New Jersey  5 0  
California  8 26   New Mexico  5 9
Colorado  10 7   New York  9 63
Connecticut  23 30   NC  DOA  6 NA
Delaware  18 171   NC  DOI  0 14
DC  AARP  3 2   North Dakota  1 14
DC  FH  3,848 4   Ohio  COAAA  174 165
Florida  28 40   Ohio  PSI  60 627
Georgia  ARC  21 25   Oklahoma  2 9
Georgia  DHR  35 7   Oregon  17,003 20
Hawaii   107 2   Pennsylvania  6 8
Idaho  43 29   Puerto Rico  3 491
Illinois  2,446 1,219   Rhode Island  3,071 1,281
Indiana  6 143   South Carolina  4 2
Iowa  198 2,064   South Dakota  0 13
Kansas  0 4   Tennessee  43 49
Kentucky  92 252   Texas  BBBEF  4 3
Louisiana  9 4   Texas  NHCOA  8 14
Maine  51 65   Utah  1 2
Maryland  69 56   Vermont  0 4
Massachusetts  28 58   Virginia  26 28
Michigan  0 10   Washington  137 124
Minnesota  0 10   WV  AARP  0 8
Mississippi  10 1,910   WI  CWAG  15 1,160
Missouri  3 9   WI  GLITC  0 3
Montana  173 6,301   Wyoming  5 4
PERFORMANCE MEASURE  3  July  Dec. 03  Jan.  June 04 
TOTAL 
34,705  16,815 
  11
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 4:  Number of Community Education Events Conducted 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  105 198   Nebraska  43 62
 
Alaska  7 13   Nevada  12 20
Arizona  103 144   New Hampshire  45 52  
Arkansas  10 30   New Jersey  9 10
California  36 52   New Mexico  15 56
Colorado  20 31   New York  15 115
Connecticut  112 116   NC  DOA  13 NA
Delaware  38 17   NC  DOI  0 55
DC  AARP  7 8   North Dakota  32 2
DC  FH  30 20   Ohio  COAAA  201 203
Florida  58 64   Ohio  PSI  9 26
Georgia  ARC  10 41   Oklahoma  9 32
Georgia  DHR  133 55   Oregon  19 93
Hawaii   6 9   Pennsylvania  10 21
Idaho  40 85   Puerto Rico  36 22
Illinois  47 276   Rhode Island  13 7
Indiana  90 87   South Carolina  28 11
Iowa  94 112   South Dakota  2 63
Kansas  0 2   Tennessee  52 107
Kentucky  34 75   Texas  BBBEF  29 64
Louisiana  12 12   Texas  NHCOA  10 78
Maine  67 59   Utah  27 37
Maryland  51 53   Vermont  0 28
Massachusetts  201 250   Virginia  64 153
Michigan  13 50   Washington  62 45
Minnesota  83 212   WV  AARP  0 8
Mississippi  98 170   WI  CWAG  32 10
Missouri  15 8   WI  GLITC  11 22
Montana  40 66   Wyoming  11 16
PERFORMANCE MEASURE  4  July  Dec. 03  Jan.  June 04 
TOTAL  2,369  3,733 
  12
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 5:  Number of Volunteers Who, for the First Time, Conducted Activities to Educate 
 
Beneficiaries 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
July  December  January  June  July  December  January  June   
 
2003 2004      2003  2004 
 
Alabama  88 46   Nebraska  33 34
Alaska  0 2   Nevada  3 0  
Arizona  15 39   New Hampshire  9 5
Arkansas  6 10   New Jersey  12 3
California  52 16   New Mexico  8 15
Colorado  5 6   New York  341 420
Connecticut  113 18   NC  DOA  2 NA
Delaware  2 12   NC  DOI  0 4
DC  AARP  0 0   North Dakota  0 10
DC  FH  4 2   Ohio  COAAA  15 9
Florida  10 7   Ohio  PSI  16 7
Georgia  ARC  2 3   Oklahoma  2 11
Georgia  DHR  20 8   Oregon  38   71
Hawaii   3 5   Pennsylvania  12 5
Idaho  9 11   Puerto Rico  9 2
Illinois  12 86   Rhode Island  0 0
Indiana  6 7   South Carolina  10 0
Iowa  41 6   South Dakota  2 5
Kansas  0 6   Tennessee  18 55
Kentucky  9 29   Texas  BBBEF  78 0
Louisiana  3 2   Texas  NHCOA  0 17
Maine  55 13   Utah  31 345
Maryland  0 0   Vermont  0 0
Massachusetts  17 17   Virginia  3 4
Michigan  13 15   Washington  329 268
Minnesota  19 3   WV  AARP  0 0
Mississippi  46 63   WI  CWAG  4 4
Missouri  10 90   WI  GLITC  0 0
Montana  29 24   Wyoming  1 5
PERFORMANCE MEASURE  5  July  Dec. 03  Jan.  June 04 
  TOTAL  1,565  1,845  13
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 6:  Number of Group Sessions for Beneficiaries Led by Volunteers 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  220 309   Nebraska  55 67
 
Alaska  20 0   Nevada  12 14
Arizona  96 7   New Hampshire  46 48
Arkansas  8 44   New Jersey  68 64
California  244 207   New Mexico  23 38
Colorado  43 92   New York  45 145
Connecticut  17 16   NC  DOA  19 NA
Delaware  73 57   NC  DOI  0 15
DC  AARP  25 29   North Dakota  0 0
DC  FH  16 16   Ohio  COAAA  54 40
Florida  29 14   Ohio  PSI  30 57
Georgia  ARC  61 109   Oklahoma  2 11
Georgia  DHR  247 15   Oregon  8 76
Hawaii   20 45   Pennsylvania  78 166
Idaho  180 149   Puerto Rico  31 77
Illinois  119 214   Rhode Island  7 27
Indiana  7 88   South Carolina  11 94
Iowa  457 325   South Dakota  8 6
Kansas  0 6   Tennessee  140 120
Kentucky  150 292   Texas  BBBEF  39 17
Louisiana  2 5   Texas  NHCOA  34 40
Maine  70 155   Utah  23 26
Maryland  119 205   Vermont  0 0
Massachusetts  238 0   Virginia  41 83
Michigan  0 44   Washington  101 289
Minnesota  19 34   WV  AARP  0 0
Mississippi  113 445   WI  CWAG  41 77
Missouri  15 38   WI  GLITC  0 0
Montana  112 139   Wyoming  3 8
PERFORMANCE MEASURE  6  July  Dec. 03  Jan.  June 04 
TOTAL  3,639  4,704 
  14
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 7:  Number of Beneficiaries Who Attended Group Sessions Led by Volunteers 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  11,719 13,505   Nebraska  1,759 1,938
 
Alaska  1,000 0   Nevada  924 1,050
Arizona  4,056 4,056   New Hampshire  1,125 1,174
Arkansas  434 1,668   New Jersey  3,852 4,291
California  8,890 7,977   New Mexico  999 1,140
Colorado  1,290 2,232   New York  1,020 3,393
Connecticut  1,701 467   NC  DOA  1,115 NA
Delaware  1,608 1,179   NC  DOI  0 391
DC  AARP  675 756   North Dakota  0 0
DC  FH  480 441   Ohio  COAAA  738 985
Florida  724 885   Ohio  PSI  716 1,375
Georgia  ARC  1,833 2,771   Oklahoma  50 200
Georgia  DHR  5,998 410   Oregon  240 12,442
Hawaii   645 1,683   Pennsylvania  2,962 11,876
Idaho  12,492 1,210   Puerto Rico  4,871 2,172
Illinois  2,698 12,562   Rhode Island  181 405
Indiana  87 2,178   South Carolina  2,391 2,464
Iowa  982 6,272   South Dakota  333 320
Kansas  0 75   Tennessee  7,075 7,585
Kentucky  3,927 8,828   Texas  BBBEF  1,083 721
Louisiana  31 47   Texas  NHCOA  1,218 1,670
Maine  1,174 2,666   Utah  689 1,015
Maryland  3,816 6,922   Vermont  0 0
Massachusetts  0 0   Virginia  3,035 3,921
Michigan  0 1,829   Washington  4,321 12,000
Minnesota  888 61   WV  AARP  0 0
Mississippi  1,841 7,772   WI  CWAG  6,379 3,946
Missouri  287 1,164   WI  GLITC  0 0
Montana  2,769 3,904   Wyoming  20 176
PERFORMANCE MEASURE  7  July  Dec. 03  Jan.  June 04 
TOTAL  119,141  170,170 
  15
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 8:  Number of One-on-One Sessions Held Between Beneficiaries and Volunteers 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  2,978 5,828   Nebraska  409 234
 
Alaska  35 1   Nevada  12 12
Arizona  23 23   New Hampshire  3,659 2,813
Arkansas  6 3   New Jersey  120 150
California  8 18   New Mexico  15,311 14,974
Colorado  77 56   New York  4,135 5,593
Connecticut  33 13   NC  DOA  5 NA
Delaware  40 96   NC  DOI  0 17
DC  AARP  52 0   North Dakota  0 20
DC  FH  1,163 707   Ohio  COAAA  113 236
Florida  99 49   Ohio  PSI  57 19
Georgia  ARC  205 226   Oklahoma  2 10
Georgia  DHR  94 3   Oregon  3,265 285
Hawaii   0 2   Pennsylvania  50 471
Idaho  642 647   Puerto Rico  270 360
Illinois  13 100   Rhode Island  0 0
Indiana  28 123   South Carolina  49 7
Iowa  27 31   South Dakota  199 162
Kansas  0 24   Tennessee  90 169
Kentucky  1,008 1,853   Texas  BBBEF  15 28
Louisiana  27 89   Texas  NHCOA  43 364
Maine  118 346   Utah  166 455
Maryland  1,483 1,648   Vermont  0 0
Massachusetts  14,320 6,320   Virginia  0 0
Michigan  11 11   Washington  22,169 29,636
Minnesota  9 7   WV  AARP  0 0
Mississippi  1,029 1,882   WI  CWAG  69 13
Missouri  58 81   WI  GLITC  0 0
Montana  182 769   Wyoming  618 842
PERFORMANCE MEASURE  8  July  Dec. 03  Jan.  June 04 
TOTAL  74,594  77,826 
  16
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 9:  Estimated Number of People Reached by Media Events 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  175,227 402,426   Nebraska  948,403 2,849,444
 
Alaska  3,500 500,000   Nevada  935,500 135,000
Arizona  79,995 47,768   New Hampshire  142,800 300,000  
Arkansas  220,500 737,428   New Jersey  1,201,647 0  
California  2,483,950 6,011,000   New Mexico  348,000 325,000
 
Colorado  75,120 149,200   New York  48,737 452,700
 
Connecticut  374,015 619,372   NC  DOA  1,180 NA
Delaware  1,030,650 11,000,000   NC  DOI  0 231,218
DC  AARP  690,000 18,000,000   North Dakota  7,500 100,000
DC  FH  2,497,070 1,248,535   Ohio  COAAA  1,095,460 1,205,879
Florida  3,000,860 3,066,896   Ohio  PSI  1,003,957 3,133,121
Georgia  ARC  73,859 279,850   Oklahoma  4,200 307,005
Georgia  DHR  412,100 391,725   Oregon  167,000 3,209,414
Hawaii   940,000 500,000   Pennsylvania  10,000 1,106,210
Idaho  323,388 395,970   Puerto Rico  175,000 1,055,300
Illinois  508,800 763,736   Rhode Island  6,000,000 6,300,000
Indiana  28,438 1,428,266   South Carolina  1,620 51,091
Iowa  312,191 1,383,664,631   South Dakota  0 1,151
Kansas  0 8,000   Tennessee  357,540 3,640,893
Kentucky  1,083,054 4,734,027   Texas  BBBEF  107,000 200,000
Louisiana  250,000 100,000   Texas  NHCOA  320,000 653,000
Maine  748,874 1,205,839   Utah  100 300
Maryland  350,845 446,952   Vermont  0 193,000
Massachusetts  140,000 300,000   Virginia  1,819,000 1,274,413
Michigan  0 1,070,771   Washington  4,880,153 5,488,404
Minnesota  0 979,687   WV  AARP  0 1,317,579
Mississippi  16,694 953,075   WI  CWAG  33,370 6,028,020
Missouri  100,000 271,500   WI  GLITC  0 519
Montana  550,408 917,621   Wyoming  110,000 105,015
PERFORMANCE MEASURE  9  July  Dec. 03  Jan.  June 04 
TOTAL  36,187,705  1,479,857,951 
  17
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 10:  Estimated Number of People Reached by Community Education Events 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  30,634 72,503   Nebraska  164,706 23,466
 
Alaska  3,744 130   Nevada  9,150 10,455
Arizona  40,008 9,671   New Hampshire  10,800 10,800  
Arkansas  1,902 2,425   New Jersey  5,403 5,750
California  5,436 23,768   New Mexico  11,825 18,715
Colorado  1,305 836   New York  57,945 15,501
Connecticut  7,396 13,287   NC  DOA  325 NA
Delaware  4,070 1,829   NC  DOI  0 12,496
DC  AARP  5,650 6,150   North Dakota  1,050 141
DC  FH  150,000 85,000   Ohio  COAAA  62,198 64,259
Florida  8,157 5,435   Ohio  PSI  4,140 703
Georgia  ARC  835 3,430   Oklahoma  9,322 9,317
Georgia  DHR  45,946 4,773   Oregon  5,005 994
Hawaii   27,000 4,200   Pennsylvania  409 1,226
Idaho  7,860 9,649   Puerto Rico  219 1,167
Illinois  4,582 19,462   Rhode Island  50,000 15,000
Indiana  17,262 9,470   South Carolina  435 3,950
Iowa  109,517 3,767   South Dakota  650 1,859
Kansas  0 1,000   Tennessee  8,659 17,644
Kentucky  2,727 5,291   Texas  BBBEF  568 2,885
Louisiana  286 244   Texas  NHCOA  210,000 2,745
Maine  11,903 5,397   Utah  7,080 1,496
Maryland  18,091 8,804   Vermont  0 415
Massachusetts  7,676 20,000   Virginia  22,402 38,862
Michigan  2,853 475   Washington  12,639 13,415
Minnesota  2,098 11,965   WV  AARP  0 3,360
Mississippi  10,047 25,724   WI  CWAG  4,764 1,125
Missouri  287 1,000   WI  GLITC  281 585
Montana  4,532 6,903   Wyoming  1,221 511
PERFORMANCE MEASURE  10  July  Dec. 03  Jan.  June 04 
TOTAL  1,193,000  641,430 
  18
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 11:  Number of Complaints Received Attributable to the Project 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  255 365   Nebraska  31 11
 
Alaska  0 1   Nevada  25 55
Arizona  78 78   New Hampshire  7 25
Arkansas  9 39   New Jersey  30 19
California  27 21   New Mexico  26 42
Colorado  15 8   New York  839 218
Connecticut  12 43   NC  DOA  0 NA
Delaware  18 7   NC  DOI  1 72
DC  AARP  60 27   North Dakota  1 0
DC  FH  50 25   Ohio  COAAA  0 7
Florida  95 75   Ohio  PSI  11 4
Georgia  ARC  7 11   Oklahoma  6 5
Georgia  DHR  6 7   Oregon  3 0
Hawaii   3 25   Pennsylvania  100 338
Idaho  2,236 649   Puerto Rico  28 35
Illinois  6 19   Rhode Island  4 7
Indiana  0 4   South Carolina  8 1
Iowa  52 44   South Dakota  3 0
Kansas  0 2   Tennessee  22 32
Kentucky  163 154   Texas  BBBEF  14 35
Louisiana  10 5   Texas  NHCOA  56 86
Maine  11 15   Utah  35 40
Maryland  67 21   Vermont  0 1
Massachusetts  31 5   Virginia  30 26
Michigan  11 11   Washington  12 5
Minnesota  0 14   WV  AARP  0 0
Mississippi  26 85   WI  CWAG  27 30
Missouri  5 5   WI  GLITC  5 0
Montana  41 110   Wyoming  20 15
PERFORMANCE MEASURE  11  July  Dec. 03  Jan.  June 04 
TOTAL  4,638  2,984 
  19
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 12:  Number of Complaints Referred for Follow-up 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  38 83   Nebraska  11 4
 
Alaska  0 1   Nevada  11 11
Arizona  4 7   New Hampshire  0 0  
Arkansas  5 9   New Jersey  0 0
California  8 18   New Mexico  26 30
Colorado  3 2   New York  271 36
Connecticut  4 23   NC  DOA  0 NA
Delaware  8 1   NC  DOI  1 10
DC  AARP  4 0   North Dakota  1 0
DC  FH  0 0   Ohio  COAAA  0 7
Florida  3 3   Ohio  PSI  1 0
Georgia  ARC  2 9   Oklahoma  3 5
Georgia  DHR  1 4   Oregon  2 0
Hawaii   0 0   Pennsylvania  5 6
Idaho  670 2   Puerto Rico  21 27
Illinois  4 17   Rhode Island  3 5
Indiana  0 0   South Carolina  2 1
Iowa  11 20   South Dakota  0 0
Kansas  0 2   Tennessee  4 24
Kentucky  0 6   Texas  BBBEF  0 28
Louisiana  3 2   Texas  NHCOA  15 26
Maine  4 7   Utah  10 16
Maryland  2 0   Vermont  0 1
Massachusetts  3 0   Virginia  11 22
Michigan  5 2   Washington  3 3
Minnesota  0 11   WV  AARP  0 0
Mississippi  8 0   WI  CWAG  9 11
Missouri  5 5   WI  GLITC  0 0
Montana  0 14   Wyoming  0 1
PERFORMANCE MEASURE  12  July  Dec. 03  Jan.  June 04 
TOTAL  1,205  522 
  20
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 13:  Number of Complaints that Resulted in Some Action 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  8 15   Nebraska  3 4
 
Alaska  0 0   Nevada  0 0
Arizona  0 0   New Hampshire  0 0  
Arkansas  0 0   New Jersey  0 0
California  4 2   New Mexico  14 39
Colorado  0 0   New York  71 34
Connecticut  0 0   NC  DOA  0 NA
Delaware  0 0   NC  DOI  0 2
DC  AARP  0 0   North Dakota  0 0
DC  FH  0 0   Ohio  COAAA  0 0
Florida  0 0   Ohio  PSI  2 0
Georgia  ARC  0 0   Oklahoma  2 0
Georgia  DHR  2 3   Oregon  0 0
Hawaii   1 0   Pennsylvania  1 3
Idaho  480 0   Puerto Rico  1 3
Illinois  0 3   Rhode Island  0 0
Indiana  0 0   South Carolina  0 1
Iowa  2 4   South Dakota  3 0
Kansas  0 0   Tennessee  8 7
Kentucky  0 3   Texas  BBBEF  7 13
Louisiana  1 1   Texas  NHCOA  0 34
Maine  2 4   Utah  10 4
Maryland  0 0   Vermont  0 1
Massachusetts  0 0   Virginia  0 0
Michigan  0 1   Washington  3 0
Minnesota  0 9   WV  AARP  0 0
Mississippi  10 0   WI  CWAG  2 4
Missouri  1 0   WI  GLITC  0 0
Montana  0 0   Wyoming  0 1
PERFORMANCE MEASURE  13  July  Dec. 03  Jan.  June 04 
TOTAL  638  195 
  21
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 14:  Medicare Funds Recovered Attributable to the Project 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
 
2003 2004      2003  2004 
 
Alabama  $0 $0   Nebraska  $0 $0
 
Alaska  $0 $0   Nevada  $0 $0  
Arizona  $0 $0   New Hampshire  $0 $0  
Arkansas  $0 $0   New Jersey  $0 $0  
California  $0 $0   New Mexico  $0 $0  
Colorado  $0 $0   New York  $1,696 $22,005  
Connecticut  $0 $0   NC  DOA  $0 NA  
Delaware  $0 $0   NC  DOI  $0 $0  
DC  AARP  $0 $0   North Dakota  $0 $0  
DC  FH  $0 $0   Ohio  COAAA  $0 $0  
Florida  $0 $0   Ohio  PSI  $264 $0  
Georgia  ARC  $0 $0   Oklahoma  $0 $0  
Georgia  DHR  $0 $0   Oregon  $0 $0  
Hawaii   $0 $0   Pennsylvania  $161 $0  
 
Idaho  $0 $0   Puerto Rico  $55 $1,139
 
Illinois  $0 $0   Rhode Island  $0 $0
 
Indiana  $0 $0   South Carolina  $0 $0
 
Iowa  $0 $0   South Dakota  $0 $0
 
Kansas  $0 $0   Tennessee  $0 $114
 
Kentucky  $0 $0   Texas  BBBEF  $64,978 $18,926
 
Louisiana  $83,787 $0   Texas  NHCOA  $0 $0  
Maine  $0 $0   Utah  $0 $0  
Maryland  $0 $0   Vermont  $0 $0  
Massachusetts  $0 $0   Virginia  $0 $0  
Michigan  $0 $0   Washington  $0 $0  
Minnesota  $0 $0   WV  AARP  $0 $0  
Mississippi  $490 $0   WI  CWAG  $20 $39  
Missouri  $0 $0   WI  GLITC  $0 $0  
Montana  $0 $0   Wyoming  $0 $0  
 
PERFORMANCE MEASURE  14  July  Dec. 03  Jan.  June 04 
TOTAL  $151,450  $42,223 
  22
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 15A:  Medicaid Funds Recovered Attributable to the Project 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months   
July  December  January  June  July  December  January  June 
 
 
2003 2004      2003  2004 
 
Alabama  $0 $0   Nebraska  $0 $0
 
Alaska  $0 $0   Nevada  $0 $0
 
Arizona  $0 $0   New Hampshire  $0 $0
 
Arkansas  $0 $0   New Jersey  $0 $0
 
California  $0 $0   New Mexico  $0 $200,000  
Colorado  $0 $0   New York  $0 $0  
Connecticut  $0 $0   NC  DOA  $0 NA  
Delaware  $0 $0   NC  DOI  $0 $0  
DC  AARP  $0 $0   North Dakota  $0 $0  
DC  FH  $0 $0   Ohio  COAAA  $0 $0  
Florida  $0 $0   Ohio  PSI  $0 $0  
Georgia  ARC  $0 $0   Oklahoma  $0 $0  
Georgia  DHR  $0 $0   Oregon  $0 $0  
Hawaii   $0 $0   Pennsylvania  $0 $0  
Idaho  $0 $0   Puerto Rico  $0 $0  
Illinois  $0 $0   Rhode Island  $0 $0  
Indiana  $0 $0   South Carolina  $0 $0  
Iowa  $0 $0   South Dakota  $0 $0  
 
Kansas  $0 $0   Tennessee  $0 $0
 
Kentucky  $0 $0   Texas  BBBEF  $0 $0
 
Louisiana  $0 $0   Texas  NHCOA  $0 $0
 
Maine  $0 $0   Utah  $0 $0
 
Maryland  $0 $0   Vermont  $0 $0
 
Massachusetts  $0 $0   Virginia  $0 $0  
Michigan  $0 $0   Washington  $0 $0  
Minnesota  $0 $0   WV  AARP  $0 $0  
Mississippi  $0 $0   WI  CWAG  $0 $0  
Missouri  $0 $0   WI  GLITC  $0 $0  
Montana  $0 $0   Wyoming  $0 $0  
PERFORMANCE MEASURE  15A  July  Dec. 03  Jan.  June 04 
TOTAL  $0  $200,000 
  23
  A P P E N D I X ~ C  
 
PERFORMANCE MEASURE 15B:  Savings to Beneficiaries Attributable to the Project 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months 
 
July  December  January  June  July  December  January  June 
   
2003 2004      2003  2004 
 
Alabama  $0 $10,465   Nebraska  $0 $0
 
Alaska  $0 $0   Nevada  $0 $0
 
Arizona  $0 $0   New Hampshire  $0 $0
 
Arkansas  $0 $782   New Jersey  $0 $0
 
California  $0 $0   New Mexico  $143,020 $85,414
 
Colorado  $0 $0   New York  $0 $0
 
Connecticut  $0 $0   NC  DOA  $0 NA  
Delaware  $0 $0   NC  DOI  $0 $150  
DC  AARP  $0 $0   North Dakota  $0 $0  
DC  FH  $0 $0   Ohio  COAAA  $0 $0  
Florida  $19,345 $0   Ohio  PSI  $0 $0  
Georgia  ARC  $0 $0   Oklahoma  $0 $0  
Georgia  DHR  $0 $0   Oregon  $0 $808  
Hawaii   $73 $0   Pennsylvania  $0 $0  
Idaho  $91,232 $71,491   Puerto Rico  $0 $0  
Illinois  $0 $0   Rhode Island  $0 $0  
Indiana  $0 $0   South Carolina  $0 $0  
Iowa  $210 $0   South Dakota  $0 $0  
Kansas  $0 $0   Tennessee  $1,969 $0  
 
Kentucky  $1,815 $0   Texas  BBBEF  $0 $0
 
Louisiana  $0 $0   Texas  NHCOA  $0 $0
 
Maine  $0 $3,128   Utah  $0 $1,151
 
Maryland  $0 $840   Vermont  $0 $0
 
Massachusetts  $0 $0   Virginia  $0 $0
 
Michigan  $0 $299   Washington  $0 $0
 
Minnesota  $0 $31,452   WV  AARP  $0 $0  
Mississippi  $2,436 $0   WI  CWAG  $0 $0  
Missouri  $0 $887   WI  GLITC  $0 $0  
Montana  $0 $0   Wyoming  $0 $0  
PERFORMANCE MEASURE  15B  July  Dec. 03  Jan.  June 04 
  TOTAL  $260,100  $206,867  24
  A P P E N D I X ~ C  
PERFORMANCE MEASURE 15C:  Other Savings Attributable to the Project 
 
  Prior 6 Months  Current 6 Months  Prior 6 Months  Current 6 Months   
July  December  January  June  July  December  January  June 
 
 
2003 2004      2003  2004 
 
Alabama  $0 $0   Nebraska  $0 $0
 
Alaska  $0 $0   Nevada  $0 $0
 
Arizona  $0 $0   New Hampshire  $0 $0
 
Arkansas  $0 $0   New Jersey  $0 $0
 
California  $0 $0   New Mexico  $0 $0  
Colorado  $0 $0   New York  $0 $0  
Connecticut  $0 $0   NC  DOA  $0 NA  
Delaware  $0 $0   NC  DOI  $0 $0  
DC  AARP  $0 $0   North Dakota  $0 $0  
DC  FH  $0 $0   Ohio  COAAA  $0 $0  
Florida  $0 $0   Ohio  PSI  $0 $0  
Georgia  ARC  $0 $0   Oklahoma  $0 $0  
Georgia  DHR  $0 $0   Oregon  $0 $0  
Hawaii   $0 $0   Pennsylvania  $0 $0  
Idaho  $0 $0   Puerto Rico  $0 $0  
Illinois  $0 $0   Rhode Island  $0 $0  
Indiana  $0 $0   South Carolina  $0 $0  
Iowa  $0 $0   South Dakota  $0 $0  
 
Kansas  $0 $0   Tennessee  $0 $0
 
Kentucky  $0 $0   Texas  BBBEF  $0 $0
 
Louisiana  $0 $0   Texas  NHCOA  $0 $0
 
Maine  $0 $0   Utah  $0 $1,395
 
Maryland  $0 $0   Vermont  $0 $0
 
Massachusetts  $0 $0   Virginia  $0 $0  
Michigan  $0 $0   Washington  $0 $0  
Minnesota  $0 $27,642   WV  AARP  $0 $0  
Mississippi  $0 $0   WI  CWAG  $0 $0  
Missouri  $0 $0   WI  GLITC  $0 $0  
Montana  $0 $0   Wyoming  $0 $0  
 
PERFORMANCE MEASURE  15C  July  Dec. 03  Jan.  June 04 
  TOTAL  $0  $29,037  25
   A P P E N D I X   ~   D  
 
 
Individual Project Results for All Projects in the Last Two Reporting Periods 
 
 
The following tables provide the results for each performance measure for each of the 58 Senior Medicare Patrol Projects.  Each table 
provides the performance measure results for the two 6-month reporting periods.  
 
One project, North Carolina  Division of Aging, ceased operating at the end of 2003.  Therefore, data are not reported for this project 
for January through June 2004.   
 
Please note that performance measure 9, Estimated number of people reached by media events, is calculated by adding the average 
number of viewers reached each time an advertisement is aired and the number of readers reached for each individual printed 
advertisement.   
 
 
 
 
 
  26
  A P P E N D I X ~ D  
 
Alabama - Alabama Commission on Aging, Montgomery    In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers 
18 42 24
2  Number of new volun teers trained  111 218 107
3  Number of media events conducted  2,642 95 -2,547
4  Number of community education events conducted  105 198 93
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries 
88 46 -42
6  Number of group sessions for beneficiaries led by volunteers  220 309 89
7  Number of beneficiaries who attended group sessions led by 
volunteers 
11,719 13,505 1,786
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  2,978 5,828 2,850
7 + 8  Total number of beneficiaries educated  14,697 19,333 4,636
   
9  Estimated number of people reached by media events   175,227 402,426 227,199
10  Estimated number of people reached by community education 
events 
30,634 72,503 41,869
11  Number of complaints received attributable to the project  255 365 110
12  Number of complaints referred for follow-up  38 83 45
13  Number of complaints that resulted in some action   8 15 7
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B  Savings to beneficiaries attributable to the project 
$0 $10,465 $10,465
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $10,465 $10,465
14 + 15  Total savings attributable to the project  $0 $10,465 $10,465
 
 
  27
  A P P E N D I X ~ D  
Alaska - Alaska State Division of Senior Services, Anchorage   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 13 13
2  Number of new volunteers trained  0 2 2
3  Number of media events conducted  4 7 3
4  Number of community education events conducted  7 13 6
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 2 2
6  Number of group sessions for beneficiaries led by volunteers  20 0 -20
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,000 0 -1,000
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  35 1 -34
7 + 8  Total number of beneficiaries educated  1,035 1 -1,034
   
9  Estimated number of people reached by media events   3,500 500,000 496,500
10  Estimated number of people reached by community education 
events  3,744 130 -3,614
11  Number of complaints received attributable to the project  0 1 1
12  Number of complaints referred for follow-up  0 1 1
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  28
  A P P E N D I X ~ D  
Arizona - Arizona Department of Economic Security, Phoenix   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  13 19 6
2  Number of new volunteers trained  15 39 24
3  Number of media events conducted  38 24 -14
4  Number of community education events conducted  103 144 41
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  15 39 24
6  Number of group sessions for beneficiaries led by volunteers  96 7 -89
7  Number of beneficiaries who attended group sessions led by 
volunteers  4,056 4,056 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  23 23 0
7 + 8  Total number of beneficiaries educated  4,079 4,079 0
   
9  Estimated number of people reached by media events   79,995 47,768 -32,227
10  Estimated number of people reached by community education 
events  40,008 9,671 -30,337
11  Number of complaints received attributable to the project  78 78 0
12  Number of complaints referred for follow-up  4 7 3
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  29
  A P P E N D I X ~ D  
Arkansas - Arkansas Division of Aging and Adult Services, Little Rock   In operation since:  July 2002 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 4 -1
2  Number of new volunteers trained  24 14 -10
3  Number of media events conducted  10 17 7
4  Number of community education events conducted  10 30 20
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  6 10 4
6  Number of group sessions for beneficiaries led by volunteers  8 44 36
7  Number of beneficiaries who attended group sessions led by 
volunteers  434 1,668 1,234
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  6 3 -3
7 + 8  Total number of beneficiaries educated  440 1,671 1,231
   
9  Estimated number of people reached by media events   220,500 737,428 516,928
10  Estimated number of people reached by community education 
events  1,902 2,425 523
11  Number of complaints received attributable to the project  9 39 30
12  Number of complaints referred for follow-up  5 9 4
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $782 $782
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $782 $782
14 + 15  Total savings attributable to the project  $0 $782 $782
 
 
 
  30
  A P P E N D I X ~ D  
California - California Health Insurance Counseling Advocacy Programs 
In operation since: July 1997  
Association, Sacramento  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  6 6 0
2  Number of new volunteers trained  73 187 114
3  Number of media events conducted  8 26 18
4  Number of community education events conducted  36 52 16
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  52 16 -36
6  Number of group sessions for beneficiaries led by volunteers  244 207 -37
7  Number of beneficiaries who attended group sessions led by 
volunteers  8,890 7,977 -913
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  8 18 10
7 + 8  Total number of beneficiaries educated  8,898 7,995 -903
   
9  Estimated number of people reached by media events   2,483,950 6,011,000 3,527,050
10  Estimated number of people reached by community education 
events  5,436 23,768 18,332
11  Number of complaints received attributable to the project  27 21 -6
12  Number of complaints referred for follow-up  8 18 10
13  Number of complaints that resulted in some action   4 2 -2
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  31
  A   P P E N D I X ~ D  
Colorado - Colorado Division of Insurance, Denver  In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  2 1 -1
2  Number of new volunteers trained  20 5 -15
3  Number of media events conducted  10 7 -3
4  Number of community education events conducted  20 31 11
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  5 6 1
6  Number of group sessions for beneficiaries led by volunteers  43 92 49
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,290 2,232 942
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  77 56 -21
7 + 8  Total number of beneficiaries educated  1,367 2,288 921
   
9  Estimated number of people reached by media events   75,120 149,200 74,080
10  Estimated number of people reached by community education 
events  1,305 836 -469
11  Number of complaints received attributable to the project  15 8 -7
12  Number of complaints referred for follow-up  3 2 -1
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  32
  A P P E N D I X ~ D  
Connecticut - Connecticut Department of Social Services, Hartford   In operation since: July 1999  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  16 16 0
2  Number of new volunteers trained  244 226 -18
3  Number of media events conducted  23 30 7
4  Number of community education events conducted  112 116 4
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  113 18 -95
6  Number of group sessions for beneficiaries led by volunteers  17 16 -1
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,701 467 -1,234
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  33 13 -20
7 + 8  Total number of beneficiaries educated  1,734 480 -1,254
   
9  Estimated number of people reached by media events   374,015 619,372 245,357
10  Estimated number of people reached by community education 
events  7,396 13,287 5,891
11  Number of complaints received attributable to the project  12 43 31
12  Number of complaints referred for follow-up  4 23 19
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  33
  A P P E N D I X ~ D  
Delaware - Delaware Department of Health and Social Services, New 
In operation since:  July 1999 
Castle  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  3 3 0
2  Number of new volunteers trained  2 19 17
3  Number of media events conducted  18 171 153
4  Number of community education events conducted  38 17 -21
  OUTCOME MEASURES         
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  2 12 10
6  Number of group sessions for beneficiaries led by volunteers  73 57 -16
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,608 1,179 -429
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  40 96 56
7 + 8  Total number of beneficiaries educated  1,648 1,275 -373
   
9  Estimated number of people reached by media events   1,030,650 11,000,000 9,969,350
10  Estimated number of people reached by community education 
events  4,070 1,829 -2,241
11  Number of complaints received attributable to the project  18 7 -11
12  Number of complaints referred for follow-up  8 1 -7
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  34
  A P P E N D I X ~ D  
District of Columbia - The AARP Foundation, Washington, DC   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 0 0
2  Number of new volunteers trained  0 0 0
3  Number of media events conducted  3 2 -1
4  Number of community education events conducted  7 8 1
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  25 29 4
7  Number of beneficiaries who attended group sessions led by 
volunteers  675 756 81
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  52 0 -52
7 + 8  Total number of beneficiaries educated  727 756 29
   
9  Estimated number of people reached by media events   690,000 18,000,000 17,310,000
10  Estimated number of people reached by community education 
events  5,650 6,150 500
11  Number of complaints received attributable to the project  60 27 -33
12  Number of complaints referred for follow-up  4 0 -4
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  35
  A P P E N D I X ~ D  
District of Columbia - Friendship House, Washington, DC   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 5 0
2  Number of new volunteers trained  4 4 0
3  Number of media events conducted  3,848 4 -3,844
4  Number of community education events conducted  30 20 -10
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  4 2 -2
6  Number of group sessions for beneficiaries led by volunteers  16 16 0
7  Number of beneficiaries who attended group sessions led by 
volunteers  480 441 -39
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  1,163 707 -456
7 + 8  Total number of beneficiaries educated  1,643 1,148 -495
   
9  Estimated number of people reached by media events   2,497,070 1,248,535 -1,248,535
10  Estimated number of people reached by community education 
events  150,000 85,000 -65,000
11  Number of complaints received attributable to the project  50 25 -25
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  36
  A P P E N D I X ~ D  
Florida - Tampa Bay Regional Planning Council, St. Petersburg   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  7 2 -5
2  Number of new volunteers trained  56 34 -22
3  Number of media events conducted  28 40 12
4  Number of community education events conducted  58 64 6
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  10 7 -3
6  Number of group sessions for beneficiaries led by volunteers  29 14 -15
7  Number of beneficiaries who attended group sessions led by 
volunteers  724 885 161
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  99 49 -50
7 + 8  Total number of beneficiaries educated  823 934 111
   
9  Estimated number of people reached by media events   3,000,860 3,066,896 66,036
10  Estimated number of people reached by community education 
events  8,157 5,435 -2,722
11  Number of complaints received attributable to the project  95 75 -20
12  Number of complaints referred for follow-up  3 3 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $19,345 $0 -$19,345
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $19,345 $0 -$19,345
14 + 15  Total savings attributable to the project  $19,345 $0 -$19,345
 
  37
  A P P E N D I X ~ D  
Georgia - Atlanta Regional Commission, Atlanta   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  3 2 -1
2  Number of new volunteers trained  2 5 3
3  Number of media events conducted  21 25 4
4  Number of community education events conducted  10 41 31
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  2 3 1
6  Number of group sessions for beneficiaries led by volunteers  61 109 48
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,833 2,771 938
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  205 226 21
7 + 8  Total number of beneficiaries educated  2,038 2,997 959
   
9  Estimated number of people reached by media events   73,859 279,850 205,991
10  Estimated number of people reached by community education 
events  835 3,430 2,595
11  Number of complaints received attributable to the project  7 11 4
12  Number of complaints referred for follow-up  2 9 7
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  38
  A P P E N D I X ~ D  
Georgia - Department of Human Resources, Atlanta   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  25 4 -21
2  Number of new volunteers trained  84 36 -48
3  Number of media events conducted  35 7 -28
4  Number of community education events conducted  133 55 -78
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  20 8 -12
6  Number of group sessions for beneficiaries led by volunteers  247 15 -232
7  Number of beneficiaries who attended group sessions led by 
volunteers  5,998 410 -5,588
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  94 3 -91
7 + 8  Total number of beneficiaries educated  6,092 413 -5,679
   
9  Estimated number of people reached by media events   412,100 391,725 -20,375
10  Estimated number of people reached by community education 
events  45,946 4,773 -41,173
11  Number of complaints received attributable to the project  6 7 1
12  Number of complaints referred for follow-up  1 4 3
13  Number of complaints that resulted in some action   2 3 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  39
  A P P E N D I X ~ D  
Hawaii - Hawaii Executive Office of Aging, Honolulu   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 8 4
2  Number of new volunteers trained  6 59 53
3  Number of media events conducted  107 2 -105
4  Number of community education events conducted  6 9 3
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  3 5 2
6  Number of group sessions for beneficiaries led by volunteers  20 45 25
7  Number of beneficiaries who attended group sessions led by 
volunteers  645 1,683 1,038
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 2 2
7 + 8  Total number of beneficiaries educated  645 1,685 1,040
   
9  Estimated number of people reached by media events   940,000 500,000 -440,000
10  Estimated number of people reached by community education 
events  27,000 4,200 -22,800
11  Number of complaints received attributable to the project  3 25 22
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   1 0 -1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $73 $0 -$73
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $73 $0 -$73
14 + 15  Total savings attributable to the project  $73 $0 -$73
 
 
  40
  A P P E N D I X ~ D  
 
Idaho - Idaho Medicare Watch Partnership, Boise   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  14 13 -1
2  Number of new volunteers trained  9 19 10
3  Number of media events conducted  43 29 -14
4  Number of community education events conducted  40 85 45
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  9 11 2
6  Number of group sessions for beneficiaries led by volunteers  180 149 -31
7  Number of beneficiaries who attended group sessions led by 
volunteers  12,492 1,210 -11,282
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  642 647 5
7 + 8  Total number of beneficiaries educated  13,134 1,857 -11,277
   
9  Estimated number of people reached by media events   323,388 395,970 72,582
10  Estimated number of people reached by community education 
events  7,860 9,649 1,789
11  Number of complaints received attributable to the project  2,236 649 -1,587
12  Number of complaints referred for follow-up  670 2 -668
13  Number of complaints that resulted in some action   480 0 -480
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $91,232 $71,491 -$19,741
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $91,232 $71,491 -$19,741
14 + 15  Total savings attributable to the project  $91,232 $71,491 -$19,741
 
  41
  A P P E N D I X ~ D  
Illinois - Suburban Area Agency on Aging, Oak Park   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  6 12 6
2  Number of new volunteers trained  29 6 -23
3  Number of media events conducted  2,446 1,219 -1,227
4  Number of community education events conducted  47 276 229
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  12 86 74
6  Number of group sessions for beneficiaries led by volunteers  119 214 95
7  Number of beneficiaries who attended group sessions led by 
volunteers  2,698 12,562 9,864
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  13 100 87
7 + 8  Total number of beneficiaries educated  2,711 12,662 9,951
   
9  Estimated number of people reached by media events   508,800 763,736 254,936
10  Estimated number of people reached by community education 
events  4,582 19,462 14,880
11  Number of complaints received attributable to the project  6 19 13
12  Number of complaints referred for follow-up  4 17 13
13  Number of complaints that resulted in some action   0 3 3
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  42
  A P P E N D I X ~ D  
Indiana - Indiana Division of Disability, Aging and Rehabilitation, 
In operation since:  July 1999 
Indianapolis  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  6 7 1
2  Number of new volunteers trained  87 131 44
3  Number of media events conducted  6 143 137
4  Number of community education events conducted  90 87 -3
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  6 7 1
6  Number of group sessions for beneficiaries led by volunteers  7 88 81
7  Number of beneficiaries who attended group sessions led by 
volunteers  87 2,178 2,091
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  28 123 95
7 + 8  Total number of beneficiaries educated  115 2,301 2,186
   
9  Estimated number of people reached by media events   28,438 1,428,266 1,399,828
10  Estimated number of people reached by community education 
events  17,262 9,470 -7,792
11  Number of complaints received attributable to the project  0 4 4
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  43
  A P P E N D I X ~ D  
Iowa - Iowa Department of Elder Affairs, Waterloo   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  42 6 -36
2  Number of new volunteers trained  54 6 -48
3  Number of media events conducted  198 2,064 1,866
4  Number of community education events conducted  94 112 18
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  41 6 -35
6  Number of group sessions for beneficiaries led by volunteers  457 325 -132
7  Number of beneficiaries who attended group sessions led by 
volunteers  982 6,272 5,290
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  27 31 4
7 + 8  Total number of beneficiaries educated  1,009 6,303 5,294
   
9  Estimated number of people reached by media events   312,191 1,383,664,631 1,383,352,440
10  Estimated number of people reached by community education 
events  109,517 3,767 -105,750
11  Number of complaints received attributable to the project  52 44 -8
12  Number of complaints referred for follow-up  11 20 9
13  Number of complaints that resulted in some action   2 4 2
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $210 $0 -$210
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $210 $0 -$210
14 + 15  Total savings attributable to the project  $210 $0 -$210
 
 
 
  44
  A P P E N D I X ~ D  
Kansas - Via Christi Foundation, Inc., Wichita   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 2 2
2  Number of new volunteers trained  0 58 58
3  Number of media events conducted  0 4 4
4  Number of community education events conducted  0 2 2
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 6 6
6  Number of group sessions for beneficiaries led by volunteers  0 6 6
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 75 75
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 24 24
7 + 8  Total number of beneficiaries educated  0 99 99
   
9  Estimated number of people reached by media events   0 8,000 8,000
10  Estimated number of people reached by community education 
events  0 1,000 1,000
11  Number of complaints received attributable to the project  0 2 2
12  Number of complaints referred for follow-up  0 2 2
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  45
  A P P E N D I X ~ D  
Kentucky - Kentucky Association of Senior Service Corps Programs, 
In operation since:  July 2001 
Louisville  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 14 9
2  Number of new volunteers trained  18 45 27
3  Number of media events conducted  92 252 160
4  Number of community education events conducted  34 75 41
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  9 29 20
6  Number of group sessions for beneficiaries led by volunteers  150 292 142
7  Number of beneficiaries who attended group sessions led by 
volunteers  3,927 8,828 4,901
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  1,008 1,853 845
7 + 8  Total number of beneficiaries educated  4,935 10,681 5,746
   
9  Estimated number of people reached by media events   1,083,054 4,734,027 3,650,973
10  Estimated number of people reached by community education 
events  2,727 5,291 2,564
11  Number of complaints received attributable to the project  163 154 -9
12  Number of complaints referred for follow-up  0 6 6
13  Number of complaints that resulted in some action   0 3 3
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $1,815 $0 -$1,815
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $1,815 $0 -$1,815
14 + 15  Total savings attributable to the project  $1,815 $0 -$1,815
 
  46
  A P P E N D I X ~ D
Louisiana - Vernon Parish Council on Aging, Inc., Leesville   In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  2 2 0
2  Number of new volunteers trained  46 98 52
3  Number of media events conducted  9 4 -5
4  Number of community education events conducted  12 12 0
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  3 2 -1
6  Number of group sessions for beneficiaries led by volunteers  2 5 3
7  Number of beneficiaries who attended group sessions led by 
volunteers  31 47 16
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  27 89 62
7 + 8  Total number of beneficiaries educated  58 58 0
   
9  Estimated number of people reached by media events   250,000 100,000 -150,000
10  Estimated number of people reached by community education 
events  286 244 -42
11  Number of complaints received attributable to the project  10 5 -5
12  Number of complaints referred for follow-up  3 2 -1
13  Number of complaints that resulted in some action   1 1 0
14  Medicare funds recovered attributable to the project  $83,787 $0 -$83,787
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $83,787 $0 -$83,787
 
  47
  A P P E N D I X ~ D  
Maine - Maine Department of Human Services' Bureau of Elder and Adult 
In operation since:  July 1999 
Services, Augusta  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  16 19 3
2  Number of new volunteers trained  91 25 -66
3  Number of media events conducted  51 65 14
4  Number of community education events conducted  67 59 -8
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  55 13 -42
6  Number of group sessions for beneficiaries led by volunteers  70 155 85
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,174 2,666 1,492
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  118 346 228
7 + 8  Total number of beneficiaries educated  1,292 3,012 1,720
   
9  Estimated number of people reached by media events   748,874 1,205,839 456,965
10  Estimated number of people reached by community education 
events  11,903 5,397 -6,506
11  Number of complaints received attributable to the project  11 15 4
12  Number of complaints referred for follow-up  4 7 3
13  Number of complaints that resulted in some action   2 4 2
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $3,128 $3,128
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $3,128 $3,128
14 + 15  Total savings attributable to the project  $0 $3,128 $3,128
 
  48
  A P P E N D I X ~ D  
Maryland - Maryland Office on Aging, Baltimore   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  25 18 -7
2  Number of new volunteers trained  0 4 4
3  Number of media events conducted  69 56 -13
4  Number of community education events conducted  51 53 2
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  119 205 86
7  Number of beneficiaries who attended group sessions led by 
volunteers  3,816 6,922 3,106
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  1,483 1,648 165
7 + 8  Total number of beneficiaries educated  5,299 8,570 3,271
   
9  Estimated number of people reached by media events   350,845 446,952 96,107
10  Estimated number of people reached by community education 
events  18,091 8,804 -9,287
11  Number of complaints received attributable to the project  67 21 -46
12  Number of complaints referred for follow-up  2 0 -2
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $840 $840
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $840 $840
14 + 15  Total savings attributable to the project  $0 $840 $840
 
 
  49
  A P P E N D I X ~ D  
Massachusetts - Elder Services of Merrimack, Lawrence   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  8 8 0
2  Number of new volunteers trained  73 40 -33
3  Number of media events conducted  28 58 30
4  Number of community education events conducted  201 250 49
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  17 17 0
6  Number of group sessions for beneficiaries led by volunteers  238 0 -238
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 0 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  14,320 6,320 -8,000
7 + 8  Total number of beneficiaries educated  14,320 6,320 -8,000
   
9  Estimated number of people reached by media events   140,000 300,000 160,000
10  Estimated number of people reached by community education 
events  7,676 20,000 12,324
11  Number of complaints received attributable to the project  31 5 -26
12  Number of complaints referred for follow-up  3 0 -3
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  50
  A P P E N D I X ~ D  
Michigan - Area Agencies on Aging Association of Michigan, Lansing   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  13 2 -11
2  Number of new volunteers trained  186 13 -173
3  Number of media events conducted  0 10 10
4  Number of community education events conducted  13 50 37
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  13 15 2
6  Number of group sessions for beneficiaries led by volunteers  0 44 44
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 1,829 1,829
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  11 11 0
7 + 8  Total number of beneficiaries educated  11 1,840 1,829
   
9  Estimated number of people reached by media events   0 1,070,771 1,070,771
10  Estimated number of people reached by community education 
events  2,853 475 -2,378
11  Number of complaints received attributable to the project  11 11 0
12  Number of complaints referred for follow-up  5 2 -3
13  Number of complaints that resulted in some action   0 1 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $299 $299
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $299 $299
14 + 15  Total savings attributable to the project  $0 $299 $299
 
  51
  A P P E N D I X ~ D  
Minnesota - Minnesota Board of Aging, St. Paul   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 4 -1
2  Number of new volunteers trained  26 65 39
3  Number of media events conducted  0 10 10
4  Number of community education events conducted  83 212 129
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  19 3 -16
6  Number of group sessions for beneficiaries led by volunteers  19 34 15
7  Number of beneficiaries who attended group sessions led by 
volunteers  888 61 -827
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  9 7 -2
7 + 8  Total number of beneficiaries educated  897 68 -829
   
9  Estimated number of people reached by media events   0 979,687 979,687
10  Estimated number of people reached by community education 
events  2,098 11,965 9,867
11  Number of complaints received attributable to the project  0 14 14
12  Number of complaints referred for follow-up  0 11 11
13  Number of complaints that resulted in some action   0 9 9
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $31,452 $31,452
15C  Other savings attributable to the project  $0 $27,642 $27,642
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $59,094 $59,094
14 + 15  Total savings attributable to the project  $0 $59,094 $59,094
 
  52
  A P P E N D I X ~ D  
Mississippi - Mississippi Department of Human Services, Jackson   In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  19 33 14
2  Number of new volunteers trained  212 262 50
3  Number of media events conducted  10 1,910 1,900
4  Number of community education events conducted  98 170 72
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  46 63 17
6  Number of group sessions for beneficiaries led by volunteers  113 445 332
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,841 7,772 5,931
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  1,029 1,882 853
7 + 8  Total number of beneficiaries educated  2,870 9,654 6,784
   
9  Estimated number of people reached by media events   16,694 953,075 936,381
10  Estimated number of people reached by community education 
events  10,047 25,724 15,677
11  Number of complaints received attributable to the project  26 85 59
12  Number of complaints referred for follow-up  8 0 -8
13  Number of complaints that resulted in some action   10 0 -10
14  Medicare funds recovered attributable to the project  $490 $0 -$490
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $2,436 $0 -$2,436
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $2,436 $0 -$2,436
14 + 15  Total savings attributable to the project  $2,926 $0 -$2,926
 
 
  53
  A P P E N D I X ~ D  
Missouri - District III Area Agency on Aging, Warrensburg   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 8 7
2  Number of new volunteers trained  10 90 80
3  Number of media events conducted  3 9 6
4  Number of community education events conducted  15 8 -7
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  10 90 80
6  Number of group sessions for beneficiaries led by volunteers  15 38 23
7  Number of beneficiaries who attended group sessions led by 
volunteers  287 1,164 877
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  58 81 23
7 + 8  Total number of beneficiaries educated  345 1,245 900
   
9  Estimated number of people reached by media events   100,000 271,500 171,500
10  Estimated number of people reached by community education 
events  287 1,000 713
11  Number of complaints received attributable to the project  5 5 0
12  Number of complaints referred for follow-up  5 5 0
13  Number of complaints that resulted in some action   1 0 -1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $887 $887
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $887 $887
14 + 15  Total savings attributable to the project  $0 $887 $887
 
  54
  A P P E N D I X ~ D  
Montana - Missoula Aging Services, Missoula   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  7 4 -3
2  Number of new volunteers trained  35 8 -27
3  Number of media events conducted  173 6,301 6,128
4  Number of community education events conducted  40 66 26
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  29 24 -5
6  Number of group sessions for beneficiaries led by volunteers  112 139 27
7  Number of beneficiaries who attended group sessions led by 
volunteers  2,769 3,904 1,135
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  182 769 587
7 + 8  Total number of beneficiaries educated  2,951 4,673 1,722
   
9  Estimated number of people reached by media events   550,408 917,621 367,213
10  Estimated number of people reached by community education 
events  4,532 6,903 2,371
11  Number of complaints received attributable to the project  41 110 69
12  Number of complaints referred for follow-up  0 14 14
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  55
  A P P E N D I X ~ D  
Nebraska - Nebraska Department of Health and Human Services, Lincoln  In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 3 -1
2  Number of new volunteers trained  26 11 -15
3  Number of media events conducted  26 81 55
4  Number of community education events conducted  43 62 19
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  33 34 1
6  Number of group sessions for beneficiaries led by volunteers  55 67 12
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,759 1,938 179
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  409 234 -175
7 + 8  Total number of beneficiaries educated  2,168 2,172 4
   
9  Estimated number of people reached by media events   948,403 2,849,444 1,901,041
10  Estimated number of people reached by community education 
events  164,706 23,466 -141,240
11  Number of complaints received attributable to the project  31 11 -20
12  Number of complaints referred for follow-up  11 4 -7
13  Number of complaints that resulted in some action   3 4 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  56
  A P P E N D I X ~ D  
Nevada - Nevada Division of Aging Services, Las Vegas   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 4 0
2  Number of new volunteers trained  5 1 -4
3  Number of media events conducted  4,150 12 -4,138
4  Number of community education events conducted  12 20 8
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  3 0 -3
6  Number of group sessions for beneficiaries led by volunteers  12 14 2
7  Number of beneficiaries who attended group sessions led by 
volunteers  924 1,050 126
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  12 12 0
7 + 8  Total number of beneficiaries educated  936 1,062 126
   
9  Estimated number of people reached by media events   935,500 135,000 -800,500
10  Estimated number of people reached by community education 
events  9,150 10,455 1,305
11  Number of complaints received attributable to the project  25 55 30
12  Number of complaints referred for follow-up  11 11 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  57
  A P P E N D I X ~ D  
New Hampshire - New Hampshire Division of Elderly and Adult Services, 
In operation since:  July 1997 
Concord  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 1 0
2  Number of new volunteers trained  9 36 27
3  Number of media events conducted  18 16 -2
4  Number of community education events conducted  45 52 7
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  9 5 -4
6  Number of group sessions for beneficiaries led by volunteers  46 48 2
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,125 1,174 49
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  3,659 2,813 -846
7 + 8  Total number of beneficiaries educated  4,784 3,987 -797
   
9  Estimated number of people reached by media events   142,800 300,000 157,200
10  Estimated number of people reached by community education 
events  10,800 10,800 0
11  Number of complaints received attributable to the project  7 25 18
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  58
  A P P E N D I X ~ D  
New Jersey - Jewish Family & Vocational Services of Middlesex County, 
In operation since:  July 2001 
Inc., Edison  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  3 1 -2
2  Number of new volunteers trained  38 35 -3
3  Number of media events conducted  5 0 -5
4  Number of community education events conducted  9 10 1
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  12 3 -9
6  Number of group sessions for beneficiaries led by volunteers  68 64 -4
7  Number of beneficiaries who attended group sessions led by 
volunteers  3,852 4,291 439
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  120 150 30
7 + 8  Total number of beneficiaries educated  3,972 4,441 469
   
9  Estimated number of people reached by media events   1,201,647 0 -1,201,647
10  Estimated number of people reached by community education 
events  5,403 5,750 347
11  Number of complaints received attributable to the project  30 19 -11
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  59
  A P P E N D I X ~ D  
New Mexico - New Mexico State Agency on Aging, Santa Fe   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 14 9
2  Number of new volunteers trained  8 15 7
3  Number of media events conducted  5 9 4
4  Number of community education events conducted  15 56 41
  OUTCOME MEASURES         
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  8 15 7
6  Number of group sessions for beneficiaries led by volunteers  23 38 15
7  Number of beneficiaries who attended group sessions led by 
volunteers  999 1,140 141
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  15,311 14,974 -337
7 + 8  Total number of beneficiaries educated  16,310 16,114 -196
   
9  Estimated number of people reached by media events   348,000 325,000 -23,000
10  Estimated number of people reached by community education 
events  11,825 18,715 6,890
11  Number of complaints received attributable to the project  26 42 16
12  Number of complaints referred for follow-up  26 30 4
13  Number of complaints that resulted in some action   14 39 25
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $200,000 $200,000
15B 
Savings to beneficiaries attributable to the project  $143,020 $85,414 -$57,606
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $143,020 $285,414 $142,394
14 + 15  Total savings attributable to the project  $143,020 $285,414 $142,394
 
  60
  A P P E N D I X ~ D  
New York  New York State Office for the Aging, Albany   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  27 56 29
2  Number of new volunteers trained  61 264 203
3  Number of media events conducted  9 63 54
4  Number of community education events conducted  15 115 100
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  341 420 79
6  Number of group sessions for beneficiaries led by volunteers  45 145 100
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,020 3,393 2,373
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  4,135 5,593 1,458
7 + 8  Total number of beneficiaries educated  5,155 8,986 3,831
   
9  Estimated number of people reached by media events   48,737 452,700 403,963
10  Estimated number of people reached by community education 
events  57,945 15,501 -42,444
11  Number of complaints received attributable to the project  839 218 -621
12  Number of complaints referred for follow-up  271 36 -235
13  Number of complaints that resulted in some action   71 34 -37
14  Medicare funds recovered attributable to the project  $1,696 $22,005 $20,309
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $1,696 $22,005 $20,309
 
  61
  A P P E N D I X ~ D  
North Carolina - Department of Health and Human Services, Division of  In operation:  July 2000 through 
Aging, Raleigh                                 Dec. 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 NA NA
2  Number of new volunteers trained  2 NA NA
3  Number of media events conducted  6 NA NA
4  Number of community education events conducted  13 NA NA
  OUTCOME MEASURES   
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  2 NA NA
6  Number of group sessions for beneficiaries led by volunteers  19 NA NA
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,115 NA NA
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  5 NA NA
7 + 8  Total number of beneficiaries educated  1,120 NA NA
   
9  Estimated number of people reached by media events   1,180 NA NA
10  Estimated number of people reached by community education 
events  325 NA NA
11  Number of complaints received attributable to the project  0 NA NA
12  Number of complaints referred for follow-up  0 NA NA
13  Number of complaints that resulted in some action   0 NA NA
14  Medicare funds recovered attributable to the project  $0 NA NA
15A  Medicaid funds recovered attributable to the project  $0 NA NA
15B 
Savings to beneficiaries attributable to the project  $0 NA NA
15C  Other savings attributable to the project  $0 NA NA
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 NA NA
14 + 15  Total savings attributable to the project  $0 NA NA
 
  62
  A P P E N D I X ~ D  
North Carolina - Department of Insurance, Raleigh   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 16 16
2  Number of new volunteers trained  0 75 75
3  Number of media events conducted  0 14 14
4  Number of community education events conducted  0 55 55
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 4 4
6  Number of group sessions for beneficiaries led by volunteers  0 15 15
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 391 391
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 17 17
7 + 8  Total number of beneficiaries educated  0 408 408
   
9  Estimated number of people reached by media events   0 231,218 231,218
10  Estimated number of people reached by community education 
events  0 12,496 12,496
11  Number of complaints received attributable to the project  1 72 71
12  Number of complaints referred for follow-up  1 10 9
13  Number of complaints that resulted in some action   0 2 2
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $150 $150
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $150 $150
14 + 15  Total savings attributable to the project  $0 $150 $150
 
  63
  A P P E N D I X ~ D  
North Dakota - Legal Assistance of North Dakota, Inc., Bismarck   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 10 5
2  Number of new volunteers trained  45 57 12
3  Number of media events conducted  1 14 13
4  Number of community education events conducted  32 2 -30
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 10 -10
6  Number of group sessions for beneficiaries led by volunteers  0 0 0
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 0 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 20 20
7 + 8  Total number of beneficiaries educated  0 20 20
   
9  Estimated number of people reached by media events   7,500 100,000 92,500
10  Estimated number of people reached by community education 
events  1,050 141 -909
11  Number of complaints received attributable to the project  1 0 -1
12  Number of complaints referred for follow-up  1 0 -1
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  64
  A P P E N D I X ~ D  
Ohio - Central Ohio Area Agency on Aging, Columbus   In operation since:  July 2002 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  2 0 -2
2  Number of new volunteers trained  25 0 -25
3  Number of media events conducted  174 165 -9
4  Number of community education events conducted  201 203 2
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  15 9 -6
6  Number of group sessions for beneficiaries led by volunteers  54 40 -14
7  Number of beneficiaries who attended group sessions led by 
volunteers  738 985 247
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  113 236 123
7 + 8  Total number of beneficiaries educated  851 1,221 370
   
9  Estimated number of people reached by media events   1,095,460 1,205,879 110,419
10  Estimated number of people reached by community education 
events  62,198 64,259 2,061
11  Number of complaints received attributable to the project  0 7 7
12  Number of complaints referred for follow-up  0 7 7
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  65
  A P P E N D I X ~ D  
Ohio - Pro Seniors, Inc., Cincinnati   In operation since:  July 2002 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 1 0
2  Number of new volunteers trained  14 7 -7
3  Number of media events conducted  60 627 567
4  Number of community education events conducted  9 26 17
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  16 7 -9
6  Number of group sessions for beneficiaries led by volunteers  30 57 27
7  Number of beneficiaries who attended group sessions led by 
volunteers  716 1,375 659
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  57 19 -38
7 + 8  Total number of beneficiaries educated  773 1,394 621
   
9  Estimated number of people reached by media events   1,003,957 3,133,121 2,129,164
10  Estimated number of people reached by community education 
events  4,140 703 -3,437
11  Number of complaints received attributable to the project  11 4 -7
12  Number of complaints referred for follow-up  1 0 -1
13  Number of complaints that resulted in some action   2 0 -2
14  Medicare funds recovered attributable to the project  $264 $0 -$264
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $264 $0 -$264
 
 
  66
  A P P E N D I X ~ D  
Oklahoma - State of Oklahoma Insurance Department, Oklahoma City   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 10 6
2  Number of new volunteers trained  30 237 207
3  Number of media events conducted  2 9 7
4  Number of community education events conducted  9 32 23
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  2 11 9
6  Number of group sessions for beneficiaries led by volunteers  2 11 9
7  Number of beneficiaries who attended group sessions led by 
volunteers  50 200 150
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  2 10 8
7 + 8  Total number of beneficiaries educated  52 210 158
   
9  Estimated number of people reached by media events   4,200 307,005 302,805
10  Estimated number of people reached by community education 
events  9,322 9,317 -5
11  Number of complaints received attributable to the project  6 5 -1
12  Number of complaints referred for follow-up  3 5 2
13  Number of complaints that resulted in some action   2 0 -2
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  67
  A P P E N D I X ~ D  
Oregon  Senior Medicare Patrol Project, Salem   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers 
7 16 9
2  Number of new volunteers trained  38 71 33
3  Number of media events conducted  17,003 20 -16,983
4  Number of community education events conducted  19 93 74
  OUTCOME MEASURES        
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries 
38 71 33
6  Number of group sessions for beneficiaries led by volunteers  8 76 68
7  Number of beneficiaries who attended group sessions led by 
volunteers 
240 12,442 12,202
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  3,265 285 -2,980
7 + 8  Total number of beneficiaries educated  3,505 12,727 9,222
   
9  Estimated number of people reached by media events  167,000 3,209,414 3,042,414
10  Estimated number of people reached by community education 
events 
5,005 994 -4,011
11  Number of complaints received attributable to the project  3 0 -3
12  Number of complaints referred for follow-up  2 0 -2
13  Number of complaints that resulted in some action  0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B  Savings to beneficiaries attributable to the project 
$0 $808 $808
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $808 $808
14 + 15  Total savings attributable to the project  $0 $808 $808
 
  68
  A P P E N D I X ~ D  
Pennsylvania - Center for Advocacy for the Rights and Interests of the 
In operation since:  July 1997 
Elderly, Philadelphia  
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  5 1 -4
2  Number of new volunteers trained  23 5 -18
3  Number of media events conducted  6 8 2
4  Number of community education events conducted  10 21 11
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  12 5 -7
6  Number of group sessions for beneficiaries led by volunteers  78 166 88
7  Number of beneficiaries who attended group sessions led by 
volunteers  2,962 11,876 8,914
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  50 471 421
7 + 8  Total number of beneficiaries educated  3,012 3,012 0
   
9  Estimated number of people reached by media events   10,000 1,106,210 1,096,210
10  Estimated number of people reached by community education 
events  409 1,226 817
11  Number of complaints received attributable to the project  100 338 238
12  Number of complaints referred for follow-up  5 6 1
13  Number of complaints that resulted in some action   1 3 2
14  Medicare funds recovered attributable to the project  $161 $0 -$161
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $161 $0 -$161
 
  69
  A P P E N D I X ~ D  
Puerto Rico - Governor's Office of Elderly Affairs, San Juan   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  6 4 -2
2  Number of new volunteers trained  117 6 -111
3  Number of media events conducted  3 491 488
4  Number of community education events conducted  36 22 -14
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  9 2 -7
6  Number of group sessions for beneficiaries led by volunteers  31 77 46
7  Number of beneficiaries who attended group sessions led by 
volunteers  4,871 2,172 -2,699
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  270 360 90
7 + 8  Total number of beneficiaries educated  5,141 2,532 -2,609
   
9  Estimated number of people reached by media events   175,000 1,055,300 880,300
10  Estimated number of people reached by community education 
events  219 1,167 948
11  Number of complaints received attributable to the project  28 35 7
12  Number of complaints referred for follow-up  21 27 6
13  Number of complaints that resulted in some action   1 3 2
14  Medicare funds recovered attributable to the project  $55 $1,139 $1,084
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $55 $1,139 $1,084
 
  70
  A P P E N D I X ~ D  
Rhode Island  Aging 2000, Inc., Providence   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 0 -1
2  Number of new volunteers trained  5 0 -5
3  Number of media events conducted  3,071 1,281 -1,790
4  Number of community education events conducted  13 7 -6
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  7 27 20
7  Number of beneficiaries who attended group sessions led by 
volunteers  181 405 224
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 0 0
7 + 8  Total number of beneficiaries educated  181 405 224
   
9  Estimated number of people reached by media events   6,000,000 6,300,000 300,000
10  Estimated number of people reached by community education 
events  50,000 15,000 -35,000
11  Number of complaints received attributable to the project  4 7 3
12  Number of complaints referred for follow-up  3 5 2
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  71
  A P P E N D I X ~ D  
South Carolina - Department of Health and Human Services, Columbia   In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 4 4
2  Number of new volunteers trained  0 15 15
3  Number of media events conducted  4 2 -2
4  Number of community education events conducted  28 11 -17
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  10 0 -10
6  Number of group sessions for beneficiaries led by volunteers  11 94 83
7  Number of beneficiaries who attended group sessions led by 
volunteers  2,391 2,464 73
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  49 7 -42
7 + 8  Total number of beneficiaries educated  2,440 2,471 31
   
9  Estimated number of people reached by media events   1,620 51,091 49,471
10  Estimated number of people reached by community education 
events  435 3,950 3,515
11  Number of complaints received attributable to the project  8 1 -7
12  Number of complaints referred for follow-up  2 1 -1
13  Number of complaints that resulted in some action   0 1 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  72
  A P P E N D I X ~ D  
South Dakota - East River Legal Services Corporation, Sioux Falls   In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 0 -1
2  Number of new volunteers trained  3 0 -3
3  Number of media events conducted  0 13 13
4  Number of community education events conducted  2 63 61
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  2 5 3
6  Number of group sessions for beneficiaries led by volunteers  8 6 -2
7  Number of beneficiaries who attended group sessions led by 
volunteers  333 320 -13
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  199 162 -37
7 + 8  Total number of beneficiaries educated  532 482 -50
   
9  Estimated number of people reached by media events   0 1,151 1,151
10  Estimated number of people reached by community education 
events  650 1,859 1,209
11  Number of complaints received attributable to the project  3 0 -3
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   3 0 -3
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  73
  A P P E N D I X ~ D  
Tennessee - Upper Cumberland Development District/AAA, Cookeville   In operation since:  July 2001 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 3 -1
2  Number of new volunteers trained  39 55 16
3  Number of media events conducted  43 49 6
4  Number of community education events conducted  52 107 55
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  18 55 37
6  Number of group sessions for beneficiaries led by volunteers  140 120 -20
7  Number of beneficiaries who attended group sessions led by 
volunteers  7,075 7,585 510
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  90 169 79
7 + 8  Total number of beneficiaries educated  7,165 7,754 589
   
9  Estimated number of people reached by media events   357,540 3,640,893 3,283,353
10  Estimated number of people reached by community education 
events  8,659 17,644 8,985
11  Number of complaints received attributable to the project  22 32 10
12  Number of complaints referred for follow-up  4 24 20
13  Number of complaints that resulted in some action   8 7 -1
14  Medicare funds recovered attributable to the project  $0 $114 $114
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $1,969 $0 -$1,969
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $1,969 $0 -$1,969
14 + 15  Total savings attributable to the project  $1,969 $114 -$1,855
 
  74
  A P P E N D I X ~ D  
Texas - Better Business Bureau Education Foundation, Houston   In operation since:  July 2002 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  3 0 -3
2  Number of new volunteers trained  80 0 -80
3  Number of media events conducted  4 3 -1
4  Number of community education events conducted  29 64 35
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  78 0 -78
6  Number of group sessions for beneficiaries led by volunteers  39 17 -22
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,083 721 -362
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  15 28 13
7 + 8  Total number of beneficiaries educated  1,098 749 -349
   
9  Estimated number of people reached by media events   107,000 200,000 93,000
10  Estimated number of people reached by community education 
events  568 2,885 2,317
11  Number of complaints received attributable to the project  14 35 21
12  Number of complaints referred for follow-up  0 28 28
13  Number of complaints that resulted in some action   7 13 6
14  Medicare funds recovered attributable to the project  $64,978 $18,926 -$46,052
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $64,978 $18,926 -$46,052
 
  75
  A P P E N D I X ~ D  
Texas - The National Hispanic Council on Aging, Corpus Christi   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  2 42 40
2  Number of new volunteers trained  12 53 41
3  Number of media events conducted  8 14 6
4  Number of community education events conducted  10 78 68
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 17 17
6  Number of group sessions for beneficiaries led by volunteers  34 40 6
7  Number of beneficiaries who attended group sessions led by 
volunteers  1,218 1,670 452
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  43 364 321
7 + 8  Total number of beneficiaries educated  1,261 2,034 773
   
9  Estimated number of people reached by media events   320,000 653,000 333,000
10  Estimated number of people reached by community education 
events  210,000 2,745 -207,255
11  Number of complaints received attributable to the project  56 86 30
12  Number of complaints referred for follow-up  15 26 11
13  Number of complaints that resulted in some action   0 34 34
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  76
  A P P E N D I X ~ D  
Utah - Utah Legal Services, Salt Lake City   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  18 6 -12
2  Number of new volunteers trained  51 288 237
3  Number of media events conducted  1 2 1
4  Number of community education events conducted  27 37 10
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  31 345 314
6  Number of group sessions for beneficiaries led by volunteers  23 26 3
7  Number of beneficiaries who attended group sessions led by 
volunteers  689 1,015 326
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  166 455 289
7 + 8  Total number of beneficiaries educated  855 1,470 615
   
9  Estimated number of people reached by media events   100 300 200
10  Estimated number of people reached by community education 
events  7,080 1,496 -5,584
11  Number of complaints received attributable to the project  35 40 5
12  Number of complaints referred for follow-up  10 16 6
13  Number of complaints that resulted in some action   10 4 -6
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $1,151 $1,151
15C  Other savings attributable to the project  $0 $1,395 $1,395
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $2,546 $2,546
14 + 15  Total savings attributable to the project  $0 $2,546 $2,546
 
  77
  A P P E N D I X ~ D  
Vermont - Community of Vermont Elders, Montpelier   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 2 2
2  Number of new volunteers trained  0 5 5
3  Number of media events conducted  0 4 4
4  Number of community education events conducted  0 28 28
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  0 0 0
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 0 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 0 0
7 + 8  Total number of beneficiaries educated  0 0 0
   
9  Estimated number of people reached by media events   0 193,000 193,000
10  Estimated number of people reached by community education 
events  0 415 415
11  Number of complaints received attributable to the project  0 1 1
12  Number of complaints referred for follow-up  0 1 1
13  Number of complaints that resulted in some action   0 1 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  78
  A P P E N D I X ~ D  
Virginia - Virginia Association of Area Agencies on Aging, Richmond   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  3 4 1
2  Number of new volunteers trained  15 27 12
3  Number of media events conducted  26 28 2
4  Number of community education events conducted  64 153 89
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  3 4 1
6  Number of group sessions for beneficiaries led by volunteers  41 83 42
7  Number of beneficiaries who attended group sessions led by 
volunteers  3,035 3,921 886
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 0 0
7 + 8  Total number of beneficiaries educated  3,035 3,921 886
   
9  Estimated number of people reached by media events   1,819,000 1,274,413 -544,587
10  Estimated number of people reached by community education 
events  22,402 38,862 16,460
11  Number of complaints received attributable to the project  30 26 -4
12  Number of complaints referred for follow-up  11 22 11
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  79
  A P P E N D I X ~ D  
Washington - Office of the Insurance Counselor, Olympia   In operation since:  July 1999 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  173 162 -11
2  Number of new volunteers trained  329 268 -61
3  Number of media events conducted  137 124 -13
4  Number of community education events conducted  62 45 -17
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  329 268 -61
6  Number of group sessions for beneficiaries led by volunteers  101 289 188
7  Number of beneficiaries who attended group sessions led by 
volunteers  4,321 12,000 7,679
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  22,169 29,636 7,467
7 + 8  Total number of beneficiaries educated  26,490 41,636 15,146
   
9  Estimated number of people reached by media events   4,880,153 5,488,404 608,251
10  Estimated number of people reached by community education 
events  12,639 13,415 776
11  Number of complaints received attributable to the project  12 5 -7
12  Number of complaints referred for follow-up  3 3 0
13  Number of complaints that resulted in some action   3 0 -3
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  80
  A P P E N D I X ~ D  
West Virginia - AARP Foundation, Charleston   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 1 1
2  Number of new volunteers trained  0 25 25
3  Number of media events conducted  0 8 8
4  Number of community education events conducted  0 8 8
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  0 0 0
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 0 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 0 0
7 + 8  Total number of beneficiaries educated  0 0 0
   
9  Estimated number of people reached by media events   0 1,317,579 1,317,579
10  Estimated number of people reached by community education 
events  0 3,360 3,360
11  Number of complaints received attributable to the project  0 0 0
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  81
  A P P E N D I X ~ D  
Wisconsin - Coalition of Wisconsin Aging Groups, Madison   In operation since:  July 1997 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  4 8 4
2  Number of new volunteers trained  15 89 74
3  Number of media events conducted  15 1,160 1,145
4  Number of community education events conducted  32 10 -22
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  4 4 4
6  Number of group sessions for beneficiaries led by volunteers  41 77 77
7  Number of beneficiaries who attended group sessions led by 
volunteers  6,379 3,946 3,946
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  69 13 13
7 + 8  Total number of beneficiaries educated  6,448 3,959 3,959
   
9  Estimated number of people reached by media events   33,370 6,028,020 5,994,650
10  Estimated number of people reached by community education 
events  4,764 1,125 -3,639
11  Number of complaints received attributable to the project  27 30 3
12  Number of complaints referred for follow-up  9 11 2
13  Number of complaints that resulted in some action   2 4 2
14  Medicare funds recovered attributable to the project  $20 $39 $19
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $20 $39 $19
 
 
  82
  A P P E N D I X ~ D  
Wisconsin - Great Lakes Inter-Tribal Council, Lac du Flambeau   In operation since:  July 2003 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  0 1 1
2  Number of new volunteers trained  0 6 6
3  Number of media events conducted  0 3 3
4  Number of community education events conducted  11 22 11
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  0 0 0
6  Number of group sessions for beneficiaries led by volunteers  0 0 0
7  Number of beneficiaries who attended group sessions led by 
volunteers  0 0 0
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  0 0 0
7 + 8  Total number of beneficiaries educated  0 0 0
   
9  Estimated number of people reached by media events   0 519 519
10  Estimated number of people reached by community education 
events  281 585 304
11  Number of complaints received attributable to the project  5 0 -5
12  Number of complaints referred for follow-up  0 0 0
13  Number of complaints that resulted in some action   0 0 0
14  Medicare funds recovered attributable to the project  0 $0 $0
15A  Medicaid funds recovered attributable to the project  0 $0 $0
15B 
Savings to beneficiaries attributable to the project  0 $0 $0
15C  Other savings attributable to the project  0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
  83
  A P P E N D I X ~ D  
Wyoming  - Wyoming Division on Aging, Cheyenne   In operation since:  July 2000 
 
Change in Last 6 
  PERFORMANCE MEASURES  July  Dec. 03  Jan.  June 04  Months 
  OUTPUT MEASURES   
1  Number of training sessions conducted to train new volunteers  1 1 0
2  Number of new volunteers trained  4 11 7
3  Number of media events conducted  5 4 -1
4  Number of community education events conducted  11 16 5
  OUTCOME MEASURES          
5  Number of volunteers who, for the first time, conducted 
activities to educate beneficiaries  1 5 5
6  Number of group sessions for beneficiaries led by volunteers  3 8 8
7  Number of beneficiaries who attended group sessions led by 
volunteers  20 176 176
8  Number of one-on-one sessions held between beneficiaries 
and volunteers  618 842 842
7 + 8  Total number of beneficiaries educated  638 1,018 1,018
   
9  Estimated number of people reached by media events   110,000 105,015 -4,985
10  Estimated number of people reached by community education 
events  1,221 511 -710
11  Number of complaints received attributable to the project  20 15 -5
12  Number of complaints referred for follow-up  0 1 1
13  Number of complaints that resulted in some action   0 1 1
14  Medicare funds recovered attributable to the project  $0 $0 $0
15A  Medicaid funds recovered attributable to the project  $0 $0 $0
15B 
Savings to beneficiaries attributable to the project  $0 $0 $0
15C  Other savings attributable to the project  $0 $0 $0
TOTAL 
15  Total Medicaid funds, beneficiary savings and other savings  $0 $0 $0
14 + 15  Total savings attributable to the project  $0 $0 $0
 
 
  84