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APS Program Planning Template: State/Territory/District-Specific Focus

State/Territory/District Montana

Contact Trevor Tangen

Budget Allocation $1,872,795

Timeline AMERICAN RESCUE PLAN ACT (ARPA) OF 2021- Grant 1 

August 2021 – September 2023 $645,450.00

AMERICAN RESCUE PLAN ACT OF 2021 - Proposed Grant 2 

August 2022 – September 2024 $1,227,345.00

Vision 2025

The Vision clarifies what your ARPA Grant 1 Program 

aspires to become and to achieve. It is designed to 

inspire by providing a picture of where the program 

is heading in 3-5 years.

Note: If you are a part of a larger organization, does 

it have its own future vision? If so, you may want to 

adapt it to your own program.

Adult Protective Services envisions a Montana that supports later in life adults and 

adults with disabilities to live their most independent and best life possible, that is 

free from abuse, neglect, and exploitation. 
APS Program Planning Template: State/Territory/District-Specific Focus Page 2 

Mission Statement

Mission and Values statements can be an effective 

tool to educate the public; state and local 

government officials; state government agencies; 

provider agencies; and service recipients as to what 

the Adult Protective Services is and how they do 

business.

Mission Statements answer four key questions 

about your APS Program:

• Who do we serve?

• What needs do they have that we can fulfil?

• How do we meet those needs? How do we 

make the clients' lives better?

• Does it link directly to the Vision Statement?

Note: if you are a part of a larger organization, does 

it have its Mission Statement? If so, you may want 

to adapt it for your own program.

Montana Adult Protective Services strives to protect later in life adults and adults with 

disabilities from abuse, neglect, and exploitation through investigating and referring 

for services to alleviate or prevent further harm. 
APS Program Planning Template: State/Territory/District-Specific Focus Page 3 

Guiding Principles / Core Values

Guiding Principles or Core Values guide internal 

processes and client interactions for your APS 

Program. 

Note: if you are a part of a larger organization, does it 

have its own set of Guiding Principles or Core Values? 

If so, you may want to adapt it for this program.

• Recognize that the interests of the adult are the first concern of any intervention 

• Avoid imposing personal values on others 

• Respect the adult’s right to keep personal information confidential 

• Recognize individual differences such as cultural, historical, and personal values 

• Honor the right of adults to receive information about their choices and options in a 

form or manner that they can understand 

• The adult has a right to participate in their own service plan development 

• Focus on service planning that maximizes the adult’s independence and choice based 

on the adult’s capacity and strengths 

• Use the least restrictive services first; community-based services rather than 

institutionally based services whenever possible 

• Use of family and informal support systems above all others when this is in the best 

interest of the adult 

• Maintain clear and appropriate professional boundaries 

• Use Supportive Decision Making (SDM) in service planning when historical knowledge 

of the adult’s values is available 

• Do no harm. A guiding principle that, whatever the intervention, the vulnerable 

adult’s well-being is the primary consideration; Inadequate or inappropriate 

intervention for the sake of intervention is doing harm. 
APS Program Planning Template: State/Territory/District-Specific Focus Page 4 

Goals for Program Improvement

These are goals to be obtained in order to move your APS 

program from current practices to your Vision.

Now that you have new funds targeted for your work with 

APS, what can be enhanced or improved in your current 

program? These goals must meet the APS Formula Grant 

requirements. It is recommended these goals become 

SMART goals (specific, measurable, actionable, and 

timely).

Using the results of your Environmental Scan, identify key 

issues that need to be addressed during this planning 

cycle. 

These are goals to move your APS Program from current 

practices to your Vision #1.

• Increase public awareness of abuse prevention and education of abuse, 

neglect, and exploitation. 

• Improving coordination across the many local, county, and state agencies 

interacting with at-risk adults served by Montana APS who have experienced 

adult maltreatment. This will also include partnering with Indigenous Tribes 

and Tribal agencies within the state.

• Improve and enhance the skills of APS staff and develop training for local, 

county, and State programs. Montana APS will establish training and 

education on at-risk adults and adult maltreatment to local and state 

providers.

• Establish forensic investigator(s) for APS cases with a focus on financial 

exploitation cases to process and move forward with APS partners in law 

enforcement and prosecutor’s office.

• Advocate for the rights of at-risk adults and enhance efforts to support 

healthy living and ensure their safety and dignity and honor an individual’s 

choice. 
APS Program Planning Template: State/Territory/District-Specific Focus Page 5 

Targeted Improvement Projects

Using the results of your Environmental Scan and PESTEL, 

describe the targeted improvements and enhancements 

needed for this planning cycle. 

Your improvements should be concrete, measurable, and 

complete. 

WHY is this improvement needed? 

What Purpose or NEED will it fill? 

What RESOURCES will be used? 

What ACTIVITIES will it entail? 

What are the direct OUTPUTS of the activities? What are 

the intended results and how will clients benefit?

See example on next page.
APS Program Planning Template: State/Territory/District-Specific Focus Page 6 

EXAMPLE: Illustrate targeted improvements using a Logic Model Framework

Purpose/Need

s to be filled 

by ARPA 

Funds

Inputs (Resource

s Deployed)

Activities Outputs from 

Investment

Short-Term Outcomes Long-Term Outcomes

Based on the 

results of your 

Environmental 

Scan and 

PESTEL, what 

needs of your 

APS Program 

will be served 

by the ARPA 

funds? 

Should be a 

clear 

“connection” 

with the 

Environmental 

Scan items.

People, financial, 

organizational, or 

community 

resources 

Directed

toward doing 

the activity. 

Improvement

Projects 

Identify the 

“What” for each 

targeted 

improvement, 

with enough 

context and 

information to 

explain.

Direct products of 

program activities. 

May include

types, levels, 

and targets of services 

to be delivered by the 

program. 

Examples include num

ber of people served, 

number of events 

held, and number of 

units 

of service provided. 

Specific changes 

in behavior, knowledge, 

skills, status, or level of 

functioning in 1 year.

Internal Benefits.

Specific changes in 

behavior, knowledge, 

skills, status, or level 

of functioning. 

Long-Term outcomes should be 

achievable within the 2-to-5-year 

timeframe of grants. 

Benefits to your Clients.

Quality of 

work suffers 

due to 

increased 

workload 

$289,120 for 1.5 

FTE 

Administrative 

Specialist

ARPA1 

Project 1 

Provide statewide 

policy, program 

development, 

consultation, training, 

tech assistance. Assist 

management team, 

analyze trends, 

Track trends and 

analyze data to provide 

info on program 

performance. Create 

training based on data. 

Analyst will provide 

support and analysis of 

The position provides 

programmatic training to staff

which will greatly enhance APSI 

ability to operate and better 

serve at-risk adults. Track 

programs performance and 

monitor compliance with federal
APS Program Planning Template: State/Territory/District-Specific Focus Page 7 

Program

Training MGR/ 

Program Analyst 

Grant Cord

identify issues, case 

review, analysis of 

grant projects

APS grant projects, 

coordinate, track, and 

monitor expenses for 

APS

and state requirements and 

performance standards. Analyze 

cases and make 

recommendations to 

management. This will allow 

management to make necessary 

adjustment to better serve our 

clientele 

Ongoing Covid 

Threat

$2,330.00

Personal 

Protection 

Equipment and 

supplies 

ARPA1 

Project 2

PPE/ Supplies 

Provide necessary 

personal protection 

equipment and 

supplies for 

investigators with the 

ongoing Covid threat

Provide investigators 

with necessary 

equipment and supplies 

to minimize exposure & 

risk of contracting Covid

The use of PPE by investigators 

will reduce the likelihood of them 

contracting Covid 19 and keep 

them healthy in the field. This 

will also help reduce spreading 

the virus to APS clients as they 

conduct face to face visits, 

sometime multiple in one day.

Lack of 

support with 

complex cases

$354,000.00

Forensic 

investigator/ 

State Prosecutor

Funding for this 

project is to be 

made on a yearly 

basis once each 

year of the 

project

@$177,00 per 

year

ARPA1 

Project 3

Focus on 

exploitation 

cases to 

investigate and 

prosecute 

50% increase in 

prosecutable cases

Memorandum of 

Understanding with 

State AG’s office & DOJ 

to establish positions

Work in collaboration with APS & 

Elder Justice Council to 

investigate and prosecute 

exploitation cases to ultimately 

provide better services and 

protections for our clients
APS Program Planning Template: State/Territory/District-Specific Focus Page 8

Quality of 

work with

increasing 

work loads

$722,278.00

Support with APSI 

caseload & 

administrative 

duties

ARPA2 

Project 1

Expand support 

staff 

Continue work started 

with expiring Covid 

grant. Maintain & add

additional staff. 

Currently 3.5 FTE

Current work with 

Social Service Workers 

& Program Analyst

Adding 2 Central Intake, 

2 Social Service

workers, 1 Grant 

Coordinator, 1 training/ 

research specialist, 1 

Program/ Training MGR, 

1 additional Program 

Analyst

This will allow all APS staff to 

focus on their primary duties 

rather than being inundated with 

additional tasks. This will reduce 

call waiting with intake, better 

ability to make follow-ups and 

continue to provide resources, 

and keep APSI’s focused on 

investigations & overall provide 

greater service to at-risk 

population

Lack of Public 

Awareness

$445,067.00

Public awareness 

Campaigns/ 

worker education

ARPA2 

Project 2

Communication 

programs & 

training videos

Educate public on APS 

and its functions, how 

to identify ANE, why 

it’s important to 

report, and how to 

best utilize the 

agency.

Increase efficiency 

with new employees, 

continued education 

for veteran 

employees

Campaign will include 

development of 

brochures, resource 

sheets, information/ 

PSA videos

Better equip new 

employees to be better 

APSI at onset, increase 

critical thinking and 

problem solving, better 

utilize “MDT” to assist 

at-risk adults on the 

frontier

Community and state agencies 

better understand signs of abuse, 

neglect, exploitation. Prevent 

and report these issues, Better 

understand APS roll with at-risk 

population

Less coaching and smoother 

transition as new employees take 

on workloads, bring unique 

problem-solving skills to assist 

frontier population and aid 

where resources are limited or 

nonexistent

Complexity of 

financial 

exploitation 

cases

$60,000.00

Paul Greenwood

ARPA2 

Project 3

Legal consultant

Assist and consult 

with implementation 

of the 3 additional 

elder justice councils

Establish 

multidisciplinary team 

throughout the state 

with focus on 

exploitation.

Increase effectiveness in 

identifying prosecutable cases, 

better serve at-risk population, 

and coordination with local, 

county, state agencies 
APS Program Planning Template: State/Territory/District-Specific Focus Page 9 

Budget / Spending Plan for ARPA funds – Semi-annually for 3 to 5 years

Budget/Spending Plan will be used to enhance, improve, and expand the ability of APS workers to investigate allegations of abuse, neglect, and 

exploitation. Be sure to use separate line items for each major improvement project.

Operational Plan Submission due by January 31, 2022.

ARPA 1- First Grant Allocation - August 2021 - September 2023

Description 2022 

Period 1

2022 

Period 2

2023 

Period 1

2023 

Period 2 Total

Project 1

Program 

Analyst/ Grant 

Cord $144,560.00 $144,560.00 $289,120.00

Project 2 PPE/ Supplies $2,330.00 $2,330.00

Project 3

Forensic 

investigator $177,000 $177,000 $354,000.00

Total $645,450.00

ARPA 2- Second Grant Allocation - August 2022 September 2024 

Description

2023 Period

1

2023 Period 

2

2024 

Period 1

2024 

Period 2 Total

Project 1

Expand 

support staff $180,569.5 $180,569.5 $180,569.5 $180,569.5 $722,278.00

Project 2

Communicatio

n programs & 

Training videos $222,533.5 $222,533.5

$445,067.00

Project 3

Legal 

Consultant $30,000.00 $30,000.00 $60,000.00

Total $1,349,550
APS Program Planning Template: State/Territory/District-Specific Focus Page 10

Summary of ARPA 1 + ARPA 2 Expense

2022 

Period 1

2022 

Period 2

2023 

Period 1

2023 

Period 2

2024 

Period 1

2024 

Period 2 Total

Summary $323,890.0 $754,663.00 $180,569.5 $433,103.00 $180,569.5 $1,872,795

Categories may include: 

• Development Operational Plan 

• Staffing (include FTE or Consulting Agreements)

• Training

• Technology Upgrade 

• Equipment 

• Administrative Costs

• Transportation

• Wrap-around services