SCOPE OF WORK
LEGAL ASSISTANCE SERVICES
To provide access to the judicial system to persons age 60 and older; particularly those who are
socially or economically needy, through advocacy, advice and representation, in order to
protect their dignity, rights, autonomy and financial security.
Individuals 60 years of age or older with greatest economic or social needs;
Low income minority individuals over 60
Isolated older individuals; or
Older individuals with severe disabilities
Legal Assistance services are provided through contract agreements with Legal Service
Corporations (LSC) offices, private attorneys, non-profit legal assistance agencies and
organizations, the private bar including pro bono or reduced fee panels.
Legal Assistance activities may include:
-intake, outreach and interview;
-action plan development;
-legal research of relevant laws, regulations and pertinent data;
-legal advice and counseling;
-drafting of simple legal documents;
-client representation in court and in hearings;
-preparation and presentation of legal concerns to elderly groups and
-referrals to private attorneys, pro bono panel, LSC, and/or Lawyer Referral service if
the case does not fall within the pre-determined priority guidelines.
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The Contractor shall have the capacity to provide the following service activities:
1. Screen clients through a formal intake system, maintain record of service requests
and compile client information required for NAPIS
Reference Standard 4.3, Indicator 1
2. Provide clients accepted for representation with a copy of the retainer agreement.
Reference Standard 3.1 and indicators
3. Provide legal services in one or more priority areas as identified in the QA Legal
Assistance service philosophy, including Public Entitlements, Health Care/Long
Term Care, Housing/Utilities, Planning/Protecting Autonomy and Family/Domestic
4. Provide referrals when appropriate.
5. Coordinate with other legal service providers.
6. Coordinate with Aging Service Providers to receive referrals, arrange transportation
to receive legal counseling and provide public information.
The Contractor shall comply with all of the following:
1. The Contractor shall comply with and make available information which
documents compliance with all standards and indicators in State Unit on Aging
Generic Standards and Standards for Legal Services.
2. The Contractor shall comply with Contribution and Cost-sharing policies in the
State Unit on Aging related to legal assistance services.
3. Legal Assistance services shall be provided by personnel with specialized
qualifications. Reference Standard 1.1 and Indicators # 1 and 2
4. The Contractor shall provide adequate supervision and evaluation of all personnel.
Reference Standard 1.1 and Indicators # 4, 5 and 6
5. All Contractor personnel shall receive appropriate orientation and ongoing training.
Reference Standard 1.2 and Indicators
6. Services shall be easily accessible to targeted client population and
accommodate personnel and client needs for privacy.
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Reference Standards 2.1, 2.2, 4.2 and Indicators
7. The Contractor shall follow written procedures to determine client satisfaction
during service delivery and at the close of each case and to provide opportunities
Reference Standards 3.2, 4.5 and Indicators
The Contractor shall have a written policy in place for prioritizing clients to receive service
within the target populations noted above. Within these groups, priority consideration shall
be given to those older individuals who are especially vulnerable:
-Nursing home residents and Residential Care Facility (RCF) residents referred by the Long
Term Care Ombudsman
-Older individuals with chronic health problems
-Homeless older individuals
-Institutionalized mentally ill or mentally retarded older individuals
-De-institutionalized mentally ill or mentally retarded older individuals
-Older individuals with language barriers
-Older minority individuals
-Older individuals proposed for or under guardianship
-Victims of elder abuse, neglect or exploitation
The Contractor shall comply with the following documentation requirements:
1. Meet all reporting requirements of the State Unit on Aging and the Area Agency on
2. Provide service documentation including:
*A record of all requests for service, including type of assistance requested. Reference
Standard 4.3, Indicator 1.
* A record of all service provided, including required NAPIS information, and type of legal
UNIT OF SERVICE:
One unit of service is one hour of service to or on behalf of an individual. This may include
case preparation time, client counseling, staff travel time, time spent in training related to
delivery of contracted services, making group presentations, etc.
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Units of service for group presentations are to be recorded in the client information system
by dividing the time spent by the presenter by the number of active participants.
Other units provided one-on-one are also to be documented in the client information system.
Historically, a three year average of approximately 1,094 units has been provided annually.
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