Long Term Care Discussion Group
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The Long Term Care Discussion Group

A voluntary independent group that meets solely for the purpose
of educating the policy community on all facets of long term care

Revisiting the Balancing Incentive Program (BIP) 2.0
Anne Montgomery, Howard Bedlin, Joe Caldwell and Mike Smith
Thursday December 13, 2018
1:00 – 2:00 pm

America’s Health Insurance Plans (AHIP)
601 Pennsylvania Avenue NW
South Building, Suite 500
DIAL IN: 866-396-1316
Code: 202-778-3202

You must RSVP for attendance for in person or by telephone.
Please see instructions below 
Looking toward 2019, the groundwork is being laid for a possible bipartisan legislative proposal loosely based on the Balancing Incentive Program (BIP) authorized from 2011 to 2015.  The original BIP was conceived as a way to provide incentives for states to draw down additional funding to improve their home and community-based services (HCBS) systems. It was also seen as an incentive program to help states build better and more efficient infrastructures in their Medicaid programs.
BIP’s three target areas were:
building single point entry enrollment systems (“no wrong door”);
creating core standardized assessment procedures and instruments for determining eligibility; and
making progress toward implementation of conflict-free case management systems.
Twenty-one states applied for funding and 18 ultimately participated. It took most of the states participating in BIP seven years to make progress. Most states (14) completed all required infrastructure goals, while the remaining four (4) states completed two of the three goals. The toughest goal to meet was “No Wrong Door.” All the states made gains in shifting long term services and supports spending toward more HCBS but some did not make the 50% goal that was set.
This session will focus on how well BIP worked and will present findings from recent evaluation (see below). The panel will discuss aspirational goals for going forward with possible follow-up legislation, including creating the necessary infrastructure to deliver the best HCBS services possible.  For instance, findings from the first go-round showed that states liked to set their own goals -- and did well in achieving them – suggesting that more flexibility in the form of a larger menu of aspirational targets might be well received in a BIP 2.0 proposal.
See: https://aspe.hhs.gov/basic-report/preliminary-outcome-evaluation-balancing-incentive-program
About the Speakers:
Anne Montgomery is Deputy Director for Altarum Institute’s Center for Elder Care and Advanced Illness. Anne served as a senior health policy associate with the Alliance for Health Reform in Washington, D.C., as a senior analyst at the U.S. Government Accountability Office, and as a health care legislative aide for the Ways & Means Health Subcommittee. In 2001-2002, Ms. Montgomery was an Atlantic Fellow in Public Policy based in London, where she analyzed the role of family caregivers in the development of long-term care policy in the United Kingdom. During the 1990’s, Ms. Montgomery worked as a health and science journalist covering the National Institutes of Health and Congress. She is also a visiting fellow of the National Academy of Social Insurance and Academy Health, Ms. Montgomery has an MS in journalism from Columbia University and a BA in English literature from the University of Virginia, and has taken gerontology coursework at Johns Hopkins University.

Howard Bedlin is responsible for all of NCOA’s federal and state legislative advocacy efforts on issues and programs of concern to older adults, which include the Older Americans Act, Medicare, Medicaid, long-term care, income security, and community services programs.
Before joining NCOA, Howard was a legislative representative with the American Association of Retired Persons (AARP) for more than 10 years. Before that, he was the deputy director of government affairs for the National Association for Home Care and served as counsel for public policy for the American Association of Homes and Services for the Aging.
Howard received both his law degree and master’s degree in public policy science from the University of Maryland.
Joe Caldwell, as of September of this year, is a visiting scholar at Brandeis University (although based in DC).  Prior to that, he was Director of Long-Term Services and Supports (LTSS) Policy at the National Council on Aging (NCOA).  At NCOA, he led the Disability and Aging Collaborative, a coalition of approximately 40 national aging and disability organizations that work together to advance LTSS policy.  Prior to coming to NCOA, he was a Kennedy Fellow with the Senate HELP Committee, where he worked on the CLASS Act and other LTSS legislation. He is also a co-chair of the National Quality Forum workgroup on HCBS quality measures and serves on the boards of the Consortium for Citizens with Disabilities and National Alliance for Caregiving.
In addition, Joe is an Adjunct Assistant Research Professor at the University of Illinois at Chicago, where he earned his doctorate in Disability Studies.
Mike Smith works for Mercer Government Human Service Consulting assisting states with Medicaid program issues. He has worked on more than 27 Medicaid projects across the country from Arizona to New York mainly in the area of LTSS consulting. Prior to joining Mercer in 2017, Mike was the former Director of the Division of Community Systems Transformation in the Disabled and Elderly Health Programs Group at the Centers for Medicare and Medicaid Services (CMS). In that capacity, he was responsible for directing the division's grant programs such as the Money Follows the Person, Balancing Incentive Program, and the Testing Experience and Functional Tools. In addition to his leadership roles, Mike has four years of HCBS management consulting experience and six years of case management experience in  aging and children services.
You must RSVP in order to attend by phone or in person by sending an email to ltcdiscussiongroup@gmail.com.
For those participating by telephone, the meeting materials (once available) will be posted at our website: http://www.ltcdiscussiongroup.org on the PRESENTATION MATERIALS page. 
Long Term Care Discussion Group Co-Chairs:
Susan Coronel, John Cutler, Melissa Favreault, Wendy Fox-Grage,
Ruth Katz, Karl Polzer, and Eileen J. Tell
Long Term Care Discussion Group meetings are intended as forums for candid discussion. 
Dialogue and comments made during these meetings should be treated as off the record.
For more information about the Long Term Care Discussion Group, and for materials and information relating to previous meetings, visit www.ltcdiscussiongroup.org
Long Term Care Discussion Group
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