Findings from a Study of the SSI/SSDI Outreach, Access, and Recovery (SOAR) Initiative. Data Sources and Methodology

12/15/2009

To answer the evaluation questions, we examined existing data from all states that implemented SOAR and collected in-depth data from select states. This approach enabled us to obtain some breadth in the analysis while achieving substantial depth in selected states. We obtained (1) data on all states from documentation the TA contractor maintains on the results of its TA efforts and (2) detailed data on a subset of states through in-depth interviews and focus groups. In addition, we conducted in-person observations of some key SOAR activities. These data sources are described in detail below.

Some states that have implemented SOAR, however, were excluded from the evaluation. SOAR implementation occurred in three rounds. The first two rounds of TA were supported with funds from SAMHSA and HRSA while the third was supported with funds from HUD. TA began for Round One states in August 2005, Round Two states in August 2006, and Round Three states in August 2007. Because Round Three states were still in the initial stages of program development when we were collecting data for the evaluation, their contribution to the evaluation was likely to be minimal. In addition, a few states have implemented SOAR outside of the federal initiative, compensating the TA contractor directly with state funds. These states may have received somewhat different TA than the states participating in the federal initiative. Thus, Round Three states that received non-federally funded TA were excluded from the evaluation. The analysis of TA contractor data focused on the 25 Round One and Round Two states only and the case study states were a subset of these 25. Figure II.1 identifies Rounds One, Two, and Three states.

Figure II.1
SOAR Round by State

Figure II.1 SOAR Round by State. See text for explanation. See Long Description for data.

Rounds and states:

  1. Washington, Oregon, Montana, California, Nevada, Utah, Arizona, Oklahoma, Ohio, Kentucky, Virginia, Florida, Georgia, Hawaii
  2. Colorado, Minnesota, Indiana, Pennsylvania, Maryland, New Jersey, Connecticut, Massachusetts, Tennessee, North Carolina, Washington, DC
  3. Alaska, Texas, Louisiana, Alabama, Michigan, New York, New Hampshire, West Virginia, Delaware, Rhode Island

The rest of the states were not SOAR states.

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