Memoranda of Understanding (MOUs), Partner Agreements and Contracts

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HCA-DSHS WA Cooperative Agreement

Source: Washington
This is the Washington Health Care Authority/Department of Social and Health Services Cooperative Agreement. This agreement underscores the importance of the partnership between the agencies, where each agency has equal standing.
(PDF)
Associated Date: January 2013

VA MOU Template Guide AAA-CIL

Source: Virginia
This is the template created by Virginia for the memoranda of understanding between CILs and AAAs specific to Options Counseling provided to CILs and AAAs at the onset of the grant to guide their agreements. Most teams used it word for word; a few made minor revisions or added wording to reflect their community goals.
(Word)
(PDF)
Associated Date: October 2011

MOU between North Central Connecticut ADRC and Hospital of Central Connecticut

Source: Connecticut
This is an example MOU between the North Central Connecticut ADRC and The Hospital of Central Connecticut related to Care Transitions.
(Word)
(PDF)
Updated June 30, 2011

Link Network Collaborative Partner Agency Agreement

Source: Pennsylvania
A provider agreement template for collaborative partners created by the state of Pennsylvania
(Word)
(PDF)
Added March 22, 2011

Link Network Core Partner Agreement

Source: Pennsylvania
A partner agreement template created by Pennsylvania
(Word)
(PDF)
Added March 22, 2011

MOU between Florida Department of Elder Affairs and the Agency for Persons with Disabilities

Source: Florida Department of Elder Affairs
This MOU between the Florida Department of Elder Affairs and the Agency for Persons with Disabilities sets forth roles and responsibilities as they relate to services and supports for people with developmental disabilities.
(PDF)
Updated May 24, 2010

A Guide to Memorandum of Understanding Negotiation and Development
Source: Mary Johnson and Linda Sterthous for ASPE
Through the use of a Memorandum of Understanding (MOU), agreements between agencies can be formalized. This paper discusses the process an agency should follow to develop interagency MOUs and presents examples of MOUs which can be used as models. It was originally prepared for the agencies participating in the National Long Term Care Channeling Demonstration Program, but has since been widely adapted and disseminated.
(PDF)
Added May 12, 2010

MA NHD - Memorandum of Agreement

Source: Massachusetts
This Memorandum of Understanding (MOU) was developed by MA and represents an understanding among the Executive Office of Elder Affairs (EOEA), Massachusetts Rehabilitation Commission (MRC) and the other parties listed in the document, which establishes these organizations as participating members of the Aging and Disability Resource Consortium of Cape Cod and the Islands.
(Word)
(PDF)
Updated April 27, 2010

Indiana ADRC Memorandum of Understanding with County Senior Services

Source: Indiana
Indiana provided an example of an MOU used to describe the roll and responsibilities of CICOA's Information & Assistance Department and Hendrick's County Senior Services and to state the guiding principles for interaction which are endorsed by both organizations.
(Word)
(PDF)
Updated February 10, 2009

Georgia ADRC Memorandum of Agreement with County Senior Center - Emergency Planning

Source: Georgia
Georgia provided an example of an MOA used to define the roles and actions of each entity in the event of an community- or regional-level emergency that threatens both the safety of older & disabled adults and the functioning of the local aging services network.

(Word)
(PDF)
Updated February 10, 2009

Wisconsin Sample MOU between ADRC and CIL

Source: Wisconsin
This MOU template offers guidance to ADRCs and Independent Living Centers looking to formalize their relationship by defining roles, responsibilities, and procedures for collaboration. The document is intended to be a starting point for the conversations between these two agencies that provide complementary services.
(Word)
(PDF)
Updated February 13, 2009

Alaska State Partner MOA

Source: Alaska ADRC
The purpose of this MOA is to promote cooperation and coordination among all of the state level entities involved in the administration of Alaska's ADRC program. Parties to the agreement include the Division of Senior and Disability Services, the Division of Public Assistance, the Statewide Independent Living Council, the Alaska Commission on Aging, and the Alaska Housing Finance Corporation.
(Word)
(PDF)
Updated February 10, 2009

Washington ADRC Community Partner MOU Template

Source: Washington ADRC
The Pierce County ADRC in Washington State uses this MOU template with its community partners to establish collaborative, mutual agreements, including a requirement for cross-training.
(Word)
(PDF)
Associated Date: February 14, 2008

Vermont MOU - DAIL and Dept of Children and Families

Source: Vermont ADRC
This memorandum of understanding was signed by the Vermont Department of Aging and Independent Living and the Department of Children and Families (Medicaid). The MOU is informative for streamlining access efforts.
(Word)
(PDF)
Added January 2, 2008

New Hampshire MOU with 2-1-1

Source: New Hampshire ADRC
This is a memorandum of understanding between the New Hampshire ServiceLink Resource Centers, and the state's 2-1-1 network. The purpose of this document was to create a shared understanding of roles and services and to outline best practices for referral principles and processes.
(Word)
(PDF)
Updated December 12, 2007

Iowa MOU with Department of Human Services

Source: Iowa ADRC
This is a memorandum of understanding between the Iowa Department of Elder Affairs, which administers the ADRC, and the Department of Human Services, which is the State Medicaid Agency.
(Word)
(PDF)
Updated December 12, 2007

Virginia MOU - Resource Centers and Local Jurisdictions

Source: Virginia
This Memorandum of Understanding was signed between the Virginia No Wrong Door Resource Centers and local jurisdictions. It describes the NWD resource center functions and the responsibilities of the lead and participating agencies in the NWD model.
(Word)
(PDF)
Updated December 12, 2007

Montana MOU with Medicaid

Source: Montana ADRC
This updated MOU between the MT ADRC and the state Medicaid agency (Human and Community Services Division and its local Offices of Public Assistance) outlines how the Aging and Disability Resource Centers in Montana will document Medicaid related activities for reimbursement. It documents the rationale for claiming FFP, specifics regarding contractual relationships, and the infrastructure used to document claims. It is a useful tool for states beginning discussion with their state Medicaid agencies about claiming FFP.
(Excel) Caption: Attachment B to MOU
(Word) Caption: MOU
(Word) Caption: Attachment A to MOU
(PDF) Caption: MOU
(PDF) Caption: Attachment A to MOU
Updated March 11, 2008

Massachusetts Pilot Level Partnership MOU

Source: Massachusetts ADRC
The two organizations partnering at the local level to form the Merrimack Valley ADRC developed this MOU outlining their plans to sustain their ADRC partnership beyond the grant period. In signing this MOU, Elder Services of Merrimack Valley and Northeast Independent Living Center mutually agree to continue serving as the ADRC for the Merrimack Valley, by collaborating to provide a "no wrong door"? system for efficient and effective access to long-term services and supports for elders and people with disabilities regardless of age, disability or income.
(PDF)
(Word)
Updated February 10, 2009

AR MOU - Dept. Human Services and AAA

Source: Arkansas ADRC
This is an MOU between the Arkansas Department of Human Services and the AAA of Southwest Arkansas.
(PDF)
Updated December 12, 2007

Rhode Island MOU with Medicaid

Source: Rhode Island ADRC
This is an MOU between the Rhode Island Department of Human Services and the Rhode Island Department of Elderly Affairs
(PDF)
Updated February 10, 2009

New Jersey MOU with Medicaid

Source: New Jersey ADRC
This is an MOU between New Jersey's Department of Health and Senior Services & The New Jersey Department of Human Services.
(Word)
Updated April 27, 2010

Multiple Agency Peer Work Group February 9, 2006 Call Notes

Source: The Lewin Group, ADRC-TAE
This document summarizes the discussion from the February 9, 2006 peer work group call between grantees interested in developing MOU/MOAs.
(Word)
(PDF)
Associated Date: February 09, 2006

Wisconsin Urgent Service Memorandum of Understanding ADRC and Community Care Portage County

Source: Wisconsin
This Memorandum of Understanding is intended to help clarify the conditions under which a referral for urgent services is appropriate and to ensure that each party is clear about the response process that will be used to address the urgent service needs of frail older adults and adults with physical or developmental disabilities.
(Word)
(PDF)
Updated November 12, 2010

Wisconsin ADRC and Economic Support Unit Memorandum of Understanding

Source: Wisconsin
This Memorandum of Understanding is to ensure that each party is clear about the processes to be used in determining eligibility for the Family Care benefit and enrolling individuals in Community Care of Portage County.
(Word)
(PDF)
Updated February 10, 2009

Wisconsin ADRC, APS, and CCPC Memorandum of Understanding

Source: Wisconsin
This Memorandum of Understanding is to ensure that each party is clear about the process to be used to coordinate referral and response to adults in need of protective services.
(Word)
(PDF)
Updated February 10, 2009

Wisconsin ADRC and First Call Memorandum of Understanding

Source: Wisconsin
The purpose of this Memorandum of Understanding is to describe the services provided, outline the relationship between the parties, and coordinate services to better serve Portage County residents.
(Word)
(PDF)
Updated February 10, 2009

2-1-1 San Diego/Aging & Independence Protocols MOA

Source: California
This Memorandum of Agreement is between the 2-1-1 San Diego and Aging and Independence Services. The agreement describes the following protocol areas : Referral Protocols, Resource Data Base Maintenance and Access, Coordination of Caller Data, and Standards.
(Word)
(PDF)
Updated February 10, 2009

ADRC Partner MOU - Cumberland, PA

Source: Pennsylvania
This Memorandum of Understanding is between the Cumberland Link to Aging and Disability Resources and a participating agency. Through this understanding, the parties will work together to accelerate the eligibility process and avoid duplicative paperwork and administrative overhead through the integration of staff and services necessary to determine eligibility for public services.
(PDF)
(Word)
Updated February 10, 2009

ADRC Partner and Data Sharing MOU - Allegheny, PA

Source: Pennsylvania
This Memorandum of Understanding is between the Allegheny Link to Aging and Disability Resources and a participating agency. Through this understanding, the parties will work together to accelerate the eligibility process and avoid duplicative paperwork and administrative overhead through the integration of staff and services necessary to determine eligibility for public services.
(PDF)
(Word)
Updated February 10, 2009

Maryland Access Point of Worcester County Interagency MOA

Source: Maryland ADRC, Worcester County pilot site
This Memorandum of Agreement regarding the Worcester County Maryland Access Point (the ADRC pilot in Worcester County, Maryland) is between the Worcester County Commission on Aging, Health Department, and Department of Social Services.
(Word)
(PDF)
Updated December 12, 2007

Maryland Access Point of Howard County Interagency MOU

Source: Maryland ADRC, Howard County pilot site
The Memorandum of Understanding regarding the Howard County Maryland Access Point (the ADRC pilot in Howard County, Maryland) is between the Howard County Office on Aging and Department of Social Services.
(Word)
(PDF)
Updated December 12, 2007

Maryland Access Point State-Level Interagency MOU

Source: Maryland ADRC
This Memorandum of Understanding between the Maryland Departments of Aging, Disabilities, Health and Mental Hygiene, and Human Resources was developed by the Interagency Committee of the Maryland Access Point (the Maryland ADRC program) Advisory Board.
(Word)
(PDF)
Updated December 12, 2007

FL Template for Local Level MOU with Comprehensive Assessment and Review for Long-Term Care Services Program

Source: Florida
This document is a template for a memorandum of understanding (MOU) between an Area Agency on Aging, acting as the Aging and Disability Resource Center, and the Department of Elder Affairs Comprehensive Assessment and Review for Long Term Care Services (CARES) Program, which conducts nursing home pre-admission screening, long-term care needs assessments, and level of care assessments. The MOU template represents a mutual understanding and establishes a partnership for assisting elders and their families in accessing publicly funded long term care services for elders, services provided by community organizations and other public assistance programs.
(Word)
(PDF)
Updated December 12, 2007

FL Template for Local Level MOU with Economic Self-Sufficiency Office

Source: Florida
This document is a template for a memorandum of understanding (MOU) between an Area Agency on Aging, acting as the Aging and Disability Resource Center, and the Department of Children and Families' Economic Self Sufficiency Services District/Regional Office regarding the Eligibility Determination for Public Assistance Programs in Florida. The MOU template sets forth the role and responsibilities of each party in implementing the functions of the ADRC in ensuring multiple entry point access to publicly funded long-term care and other public assistance programs such as Medicaid, Food Stamps and Temporary Cash Assistance.
(Word)
(PDF)
Updated December 12, 2007

FL State Level Memorandum of Agreement with Department of Children and Families

Source: Florida
This memorandum of agreement (MOA) between the Florida Department of Elder Affairs and the Florida Department of Children and Families (DCF) regarding the Aging Resource Center Initiative sets forth the role and responsibilities of each party in the development, implementation, operation and evaluation of the Aging and Disability Resource Center (ADRC) initiative, in providing adults 'no wrong door' access to publicly funded long term care and public assistance programs such as Medicaid and Food Stamps.
(Word)
(PDF)
Updated December 12, 2007

FL Regional Level Memorandum of Understanding Regarding Service for Adults with Severe and Persistent Mental Illness

Source: Florida
This memorandum of understanding (MOU) between the regional Area Agency on Aging, acting as the Aging and Disability Resource Center (ADRC), and the regional Department of Children and Families (DCF) Substance Abuse and Mental Health (SAMH) Program sets forth the roles and responsibilities of each party in the development, implementation, operation and evaluation of the Aging and Disability Resource Center (ADRC) initiative, in three pilot sites, as it relates to providing information and referral services to adults with SPMI, regarding long term care, mental health and financial assistance resources.
(Word)
(PDF)
Updated December 12, 2007

FL State Level Memorandum of Agreement Regarding Service for Adults with Severe and Persistent Mental Illness

Source: Florida
This memorandum of agreement (MOA) between the Florida Department of Elder Affairs and the Florida Department of Children and Families sets forth the roles and responsibilities of each party in the development, implementation, operation and evaluation of the Aging and Disability Resource Center (ADRC) initiative, in three pilot sites, as it relates to providing information and referral services to adults with severe and persistent mental illness (SPMI), regarding long term care, mental health and financial assistance resources.
(Word)
(PDF)
Updated December 12, 2007

Richland County MOU with Economic Support Unit

Source: Richland County, Wisconsin
The document is the Memorandum of Understanding (MOU) developed among the ADRC in Richland County Wisconsin, the Economic Support Services Unit (ESS), the agency responsible for determining financial eligibility for Medicaid, the enrollment consultant for WI Family Care program, and the Care Management Organization (CMO), the long-term support case management program in Wisconsin.
(Word)
(PDF)
Updated December 12, 2007

MA Evaluation Agreement, Scope and Deliverables

Source: Massachusetts
Massachusetts agreement with their ADRC evaluator.
(PDF)
(Word)
Updated February 10, 2009

2-1-1 MOUs from NASUA I&R Support Center
Source: NASUA
The National Aging Information and Referral Support Center at NASUA represents the aging I&R/A network in 2-1-1 planning. This website links to resources on 2-1-1 planning.
(External Link)
Updated March 11, 2009

Contract between State of Wisconsin and County ADRC

Source: Department of Health and Family Services, Wisconsin
Each calendar year, the Family Care aging and disability resource centers (ADRCs) and care management organizations (CMOs) and the Department of Health and Family Services enter into a contract which specifies the services the State is purchasing, and describes the mutual obligations of the Department, the ADRCs and the CMOs. A description of the Wisconsin ADRC Governing Board can be found in the Wisconsin Contract on pages 23-26.
(External Link)
Updated June 11, 2010