NCPEA - National Committee for the Prevention of Elder Abuse
Elder Care

Technical Assistance Toolbox

The following materials, produced by elder abuse prevention programs across the United States, are provided as examples for other communities (click on the link to view each item):

Linkage agreement to participate in the San Francisco Consortium for Elder Abuse Prevention. Coalitions are strongest when they have firm and clearly defined commitments from their members. This sample agreement shows is signed by agency directors in San Francisco.

Guidelines for Establishing and Coordinating a Financial Abuse Specialist Team (FAST). Communities can enhance their ability to resolve complex financial abuse cases by developing FASTs to review actual cases. These guidelines were developed by WISE Senior Services in Los Angeles and have been used to replicate the most model in other communities.

Oregon's Statute on disclosure of financial records by banks (ORS 192.555). To encourage banks to report financial abuse, the state enacted legislation shielding banks from liability if they report. The statute has served as model and been replicated in several other states

Public Policy Position Statement. The Virginia Coalition for the Prevention of Elder Abuse takes a proactive approach to advocacy by developing an agenda for each upcoming legislative. A sample of the coalitions priorities for 2000-2002 are provided.

Linkage Agreement

For Membership in the San Francisco Consortium for Elder Abuse Prevention

The goal of the Consortium for Elder Abuse Prevention is to protect and maintain the health, independence, and safety of elders. Through the coordinated efforts of its member agencies, the Consortium provides a comprehensive range of services to vulnerable seniors aimed at preventing or responding to abuse or neglect.

Membership in the Consortium is defined as your agency's commitment to participating in and improving this network of services. In addition to accepting appropriate referrals, Consortium members may be asked to participate in the on-going development of the Consortium through support of and cooperation with our planning, advocacy and training efforts.

As part of the requirements for membership to the Consortium, the undersigned agency agrees to:

  1. Accept appropriate referrals to provide services to abused elders, their families and caregivers.
  2. Assign one staff member as representative to the Consortium who will attend annual meetings and keep appropriate staff at their agencies informed of Consortium activities. Representatives and other staff members are invited to participate on subcommittees.
  3. Copy the Consortium's newsletter and other training and resource materials and distribute to appropriate staff within your agency.
  4. Participate in or sponsor 4 hours a year of staff development in elder abuse and report on your activities to the Consortium. Agencies can meet this requirement through any of the following activities as long as they total 4 hours:
    • Sponsor a training for agency staff
    • Serve on the Multidisciplinary Team or send staff to observe meetings (each meeting is 2 hours)
    • Provide training on elder abuse-related issues to other agencies
    • Serve on Consortium committees
    • Attend the annual Consortium meeting
    • Provide volunteer support (e.g. translate materials, write articles for the newsletter, host meetings)
    • Host a community awareness event for seniors

The Consortium agrees to:

  1. Provide training, materials and consultation (The Consortium will provide in-service training once a year for member agencies)
  2. Sponsor an annual meeting of the full membership, highlighting topics of special interest to members
  3. Distribute promotional materials for the Consortium and invite new members to join
  4. Advocate for public and private sector policies, services, facilities and financing which provide appropriate detection, treatment and prevention of elder abuse
  5. Convene a multidisciplinary team (MDT) to review challenging abuse cases presented by Consortium members
  6. Educate seniors and the general public about elder abuse and available protective services
  7. Stimulate and support research into the causes, treatment, cure and prevention of elder abuse

Special benefits of membership:

  1. Consortium newsletter with profiles of cases discussed at the Multidisciplinary Team meetings, committee reports, current developments in the field, new resources, and articles contributed by Consortium members
  2. One subscription to nexus, the newsletter of The National Committee for the Prevention of Elder Abuse (NCPEA) affiliate program, and a discount on individual membership in the NCPEA
  3. Discounts on outreach materials, speakers and trainers
  4. Opportunity to post basic information on the Consortium's web site and/or have a link to your own site

These agreements are sent to agencies who want to join as a member agency of the San Francisco Consortium for Elder Abuse Prevention. The agreement is signed and dated by the agency's director and a representative is assigned from the staff of that agency

Guidelines for Establishing and Coordinating a Fiduciary Abuse Specialist Team

The guidelines for establishing and coordinating a Fiduciary Abuse Specialist Team (FAST), which are presented below, are intended to assist other communities interested in forming a similar team. The guidelines are based on the experience of the Los Angeles County Area Agency on Aging FAST. Each community is unique, and its FAST must be tailored accordingly, in order to meet the community's needs. Flexibility and adaptability are crucial in creatively harnessing community resources to combat elder financial abuse.

Distinguishing Features of the Fast:

The Los Angeles County FAST differs from typical multidisciplinary teams, as follows:

Establishing a Fiduciary Abuse Specialist Team:

Coordinating the Fast:

The FAST Coordinator should work closely and collaboratively with members of the planning task force, including the identified FAST Facilitators, during the planning and recruitment phases prior to the orientation program and first team meeting. After the team has been launched, close collaboration between the Coordinator and planning task force is also important, as modifica-tions will likely be made as the dynamic team develops over time. The following guidelines relate to important aspects of the process of coordinating:

Chairing/facilitating team meetings:

  1. Convey clear expectations about what is expected from each item on the agenda.
  2. Let team members know the kind and amount of participation expected.
  3. Start and end the meeting on time.
  4. Make sure that clear decisions/recommendations are made, when appropriate, and understood by all team members before moving on to the next agenda item.
  5. Get agreement on and assign the necessary follow-up action steps to implement a decision or plan.
  6. Get constructive participation from members of the group.
  7. Avoid talking too much and shutting off others from contributing.
  8. Wait to state your own views or opinion until others have had a chance to state theirs.
  9. Ask questions to draw others into the discussion.
  10. Clarify what others say to ensure team members' views are heard and understood.
  11. Periodically summarize what has been said to help the group move ahead more quickly.
  12. Ensure that the case presenterÕs supervisor summarizes the case recommendations and follow-up actions at the end of each case consultation.
  13. Talk about ideas, points of view and recommendations without linking a team member's name to them.
  14. Lead the meeting by directing the way to approach issues and by keeping the meeting moving at a good pace, not by giving a lot of personal views or information on the issues at hand.
  15. Encourage team members with different points of view to speak on a subject.
  16. Respond positively to opinions that are different from your own.
  17. Quickly move to shut off personal conflicts between team members in order to keep them from taking valuable group time or destroying a positive group climate.
  18. Take a firm grip on the team and get it back on track when someone disrupts a productive discussion by talking too much, getting side-tracked on to unrelated issues, holding side conversations which distract, making critical comments to others that are not constructive or by clowning around too much.
  19. Talk with a team member privately about behavior that disrupts a meeting.
  20. Listen to other team member's/guest's ideas.
  21. Know how other team members feel about issues.
  22. Thank presenters, other team members and guests for their contributions.

Oregon Revised Statutes

Private Financial Records

ORS 192.555 Disclosure of financial records prohibited; exceptions.

(2) Subsection (1) of this section shall not preclude a financial institution, in it's discretion, from initiating contact with, and thereafter communicating with and disclosing customer financial records to:

(a) Appropriate state or local agencies concerning any suspected violation of the law.

ORS 192.575 Liability of financial institutions for disclosure.

(5) A financial institution shall not be liable to any person for any loss, damage or injury arising out of or in any way pertaining to the release of information pursuant to ORS 192.555 (2)(a).

Public Policy Priorities for 2000 Ð2002

Virginia Coalition for the Prevention of Elder Abuse

Priority 1

* Encourage development of services and programs to provide protection for elders who are abused, neglected, exploited or at risk.
* Support development of minimum staffmg standards in long-term care settings including assisted living and nursing facilities.
* Provide full funding for adult protective services statewide.
* Require banks, financial institutions and credit lenders to be mandated reporters of financial exploitation.
* Enforce the penalty for failure of mandated reporters to report to adult protective services.

Priority 2

* Promote quality improvement and availability of services to vulnerable adults and their families.
* Implement a uniform training plan for adult protective service workers that will provide minimum standards and continuing education.
* Adequately fund the Virginia Caregivers Grant Program.
* Support addition of elder abuse prevention to the cuuiculum for certified nurse aides.
* Support legislation that mandates the medical examiner investigate all unattended deaths in institutional settings including nursing facilities and adult care residences.

Endorsements

VCPEA endorses and Supports:

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