Brief: Older adult services
Prepared from Grant Precedent, 2026-10-23; data as of precedent 2026-10-21, measures 2026-10-22.
Measures funders require
Administration for Community Living (U.S. Department of Health and Human Services), Nutrition Services Incentive Program (NSIP)
NSIP Qualified Meal – Home Delivered
- Requirement: required
- Definition: Meal count used to determine a state’s allotment under the OAA Title III, Part A (Section 311). A meal provided to a qualified individual in his/her place of residence through a program that meets all of the criteria for payment using OAA funds: • Served to an eligible individual, i.e., a person who is qualified to receive services under the OAA as defined in Title III; and • Served to an eligible person who has NOT been means- tested for participation; and • Compliant with the nutrition requirements; and • Served by an eligible agency, i.e., has a grant or contract with a SUA or AAA; and • Served to a person who has an opportunity to contribute toward the cost of the meal. Meals served under Title III-E supplemental services may be included if all the above criteria are met. (Source: OAA §311)
- Instrument: OAAPS Title III Data Elements & Definitions: Nutrition Services Incentive Program (NSIP)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, PDF p. 2 (printed 'Page 2 of 3'), https://acl.gov/sites/default/files/nutrition/OAAPS_Title_III_NSIP_Data_Elements_and_Definitions.pdf
NSIP Qualified Meal – Congregate
- Requirement: required
- Definition: Meal count used to determine a state’s allotment under the OAA Title III, Part A (Section 311). A meal provided to a qualified individual in a congregate or group setting through a program that meets all of the criteria for payment using OAA funds: • Served to an eligible individual, i.e., a person who is qualified to receive services under the OAA as defined in Title III; and • Served to an eligible person who has NOT been means- tested for participation; and • Compliant with the nutrition requirements; and • Served by an eligible agency, i.e., has a grant or contract with an SUA or AAA; and • Served to a person who has an opportunity to contribute toward the cost of the meal. Meals served under Title III-E supplemental services may be included if all the above criteria are met. (Source: OAA §311)
- Instrument: OAAPS Title III Data Elements & Definitions: Nutrition Services Incentive Program (NSIP)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, PDF p. 2 (printed 'Page 2 of 3'), https://acl.gov/sites/default/files/nutrition/OAAPS_Title_III_NSIP_Data_Elements_and_Definitions.pdf
NSIP Expenditures
- Requirement: required
- Definition: Outlays or payments made with Title III Nutrition Services Incentive Program, OAA (section 311), federal funds to purchase domestically produced or processed foods for use within a qualified meal. (Source: OAA §311)
- Instrument: OAAPS Title III Data Elements & Definitions: Nutrition Services Incentive Program (NSIP)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, PDF p. 3 (printed 'Page 3 of 3'), https://acl.gov/sites/default/files/nutrition/OAAPS_Title_III_NSIP_Data_Elements_and_Definitions.pdf
Administration for Community Living (U.S. Department of Health and Human Services), Older Americans Act Title III-B legal assistance
15 of 80 measures shown.
Number of Open Cases
- Code: LA-01
- Requirement: required
- Definition: Total Number of Open Cases: The reporting period for cases is the federal fiscal year (FFY), ranging from October 1 to September 30. For example, October 1, 2023 is the start of FFY 2024, which ends on September 30, 2024. The total number of open cases is as of the last day of the reporting period, September 30. If a case is opened during one reporting period and that period concludes while the case is still ongoing, the case should be reported as one case and not two separate cases.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Number of Closed Cases
- Code: LA-02
- Requirement: required
- Definition: Closed Case: A case is closed when the legal assistance provider has completed their work within the scope of representation, resolved the client’s legal issue, or determined they are unable to assist after conducting some work. o Cases may also be closed after a reasonable period if the legal assistance provider cannot contact the client, despite the provider’s efforts to make contact. o A case should be closed, and a new case opened when the venue, jurisdiction or level of representation changes. The provider would then count two cases for this client – first the initial brief service and second the more intensive representation. For example, if a client consults with a provider about Medicaid eligibility, the client later applies and is declared ineligible, and that same provider later assists that client in contesting that finding, that would constitute two separate cases.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Level of Service: Advice
- Code: LA-03
- Requirement: required
- Definition: Advice: o Advice cases involve an evaluation of a client’s situation, such as is typically done at intake, and includes counseling and/or providing information or guidance about legal circumstances. o This may include referrals or presenting options for responding to the circumstances presented by the client when additional legal assistance will not be provided. For example, referring a client to a different lawyer or informing a client on whether housing court is the appropriate venue for their claims.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Level of Service: Limited Representation
- Code: LA-04
- Requirement: required
- Definition: Limited Representation: o In limited representation cases, more extensive intervention than advice is provided, such as document preparation or detailed instruction on how to take legal action pro se. Legal assistance services delivered at self-help clinics or court-based advice, or “pop-up” programs could fall under advice or limited representation, depending upon the intensity of effort and time expended. o Legal assistance program policies and procedures generally address whether the services provided constitute limited representation.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Level of Service: Representation
- Code: LA-05
- Requirement: required
- Definition: Representation: o Representation cases involve full-service legal intervention, including representation in an administrative forum or in a court of law, negotiation to settle a dispute, and settlements with administrative agencies and in judicial fora.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Income
- Code: LA-06
- Requirement: required
- Definition: Income: o SSI and Social Security eligibility, termination, reduction, overpayments o Pension disputes o Unemployment insurance eligibility, termination or reduction o State and local income maintenance programs, including eligibility, terminations, and reductions, including state supplements to SSI and state- specific programs. o Income – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Health Care
- Code: LA-07
- Requirement: required
- Definition: Health Care: o Medicaid and Medicare eligibility, termination, and reduction o Medicare Savings Programs (Qualified Medicare Beneficiary, Specified Low- Income Medicare Beneficiary, Qualifying Individual) eligibility, reduction, and termination o Medicaid waiver home and community services eligibility, and Medicaid termination o Veterans Administration benefits disputes o Medigap disputes o Retiree health eligibility and/or benefits disputes o Private insurance disputes o Health – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Long-Term Care
- Code: LA-08
- Requirement: required
- Definition: Long-Term Care: o Nursing home admission, discharge, room change, visitor access, refusal of facility to re-admit a resident after a hospitalization or other leave of absence, and other residents’ rights o Support for transitions from a nursing home to a community setting, or diversion from a nursing home to a community setting o Home and Community Based Services - level of care eligibility disputes, and/or amount, category and/or duration of benefits, reductions and terminations of such benefits o Long Term Care – Other Note: This case type describes the type of legal case presented by a client and not the setting in which the client resides, which is reported in Client Demographics and Characteristics. Note: Medicaid eligibility for home and community-based services is to be recorded as a Health Care case.
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Nutrition
- Code: LA-09
- Requirement: required
- Definition: Nutrition: o SNAP eligibility, benefits, reduction, or termination. o Nutrition – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Housing
- Code: LA-10
- Requirement: required
- Definition: Housing: o Landlord/tenant ▪ Eviction ▪ Warranty of habitability ▪ Mobile home tenant issues o Real property ▪ Foreclosure ▪ Real property-related predatory lending claims ▪ Mortgage issues ▪ Title issues o Housing – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Utilities
- Code: LA-11
- Requirement: required
- Definition: Utilities: o Utilities shutoffs o Utilities billing disputes o Utilities deposit disputes o Utility diversion disputes o Utilities reasonable accommodation matters o Utilities – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Abuse/Neglect
- Code: LA-12
- Requirement: required
- Definition: Abuse/Neglect: o Orders of protection and associated matters o Recovery of assets lost due to financial exploitation or abuse o Actions to assert rights and remedies of elders in cases of abuse, financial exploitation, or neglect, including protective orders and safety plans o Abuse/Neglect – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Defense of Guardianship or Protective Services
- Code: LA-13
- Requirement: required
- Definition: Defense of Guardianship or Protective Services: o Representation to oppose imposition of guardianship o Revocation of guardianship or limiting the terms or extent of guardianship o Restoration of rights o Alternatives to guardianship o Preparation of legal documents that preserve self- determination and decisional rights, such as a Power of Attorney, or other formal or informal support to preserve the decisional rights of an elder client ▪ Powers of Attorney ▪ Living Wills ▪ Health Care Proxies ▪ Supported Decision-Making Contracts o Defense of Guardianship and Protective Services – Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Age Discrimination
- Code: LA-14
- Requirement: required
- Definition: Age Discrimination: o Employment or other age-related discrimination, based upon inclusion in a protected class of age o Housing discrimination claims based upon inclusion in a protected class of age o Other claims of discrimination based upon inclusion on the protected class of age
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
Case Type: Other/Miscellaneous
- Code: LA-15
- Requirement: required
- Definition: Other/Miscellaneous: The other/miscellaneous includes cases that do not fall into any other SPR case type, including, but not limited to: o Medical and other debt collection, including repossession, bank account or wage garnishment, etc. o Fair Debt Collection Practices Act claims o Predatory lending (housing and non-housing-related) o Unfair and deceptive sales or marketing claims o Disputes over loans o Bankruptcy o Other consumer matters o Asserting the rights and supporting the legal authority of grandparents raising grandchildren o Disability rights (e.g., 504 or ADA claims) o Other
- Instrument: Legal Assistance State Performance Report (SPR), submitted through OAAPS
- Reporting frequency: annual (federal fiscal year, October 1 - September 30)
- Target rule: No target rule stated
- Source: HHS ACL performance measures, 15 (Appendix A), https://oaaps.acl.gov/api/upload/download?title=III&downloadType=LegalGuidebook
What you can collect, and how
Tier 1 is collected today from your own records. Tier 2 needs one free instrument. Tier 3 needs a partner under a data agreement. A measure that matches no rule has no tier.
Tier 1: Collect today from your own records
NSIP Qualified Meal – Home Delivered
- Collect today from your own records. An output the funder classes as a count of activity.
NSIP Qualified Meal – Congregate
- Collect today from your own records. An output the funder classes as a count of activity.
Number of Open Cases
- Collect today from your own records. A count of services or people, held in the organization’s own records.
Number of Closed Cases
- Collect today from your own records. A count of services or people, held in the organization’s own records.
Level of Service: Advice
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Level of Service: Limited Representation
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Level of Service: Representation
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Income
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Health Care
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Long-Term Care
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Nutrition
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Housing
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Utilities
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Abuse/Neglect
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Defense of Guardianship or Protective Services
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Age Discrimination
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Case Type: Other/Miscellaneous
- Collect today from your own records. A breakdown of the people served, from enrollment records.
Tier not determined
NSIP Expenditures
What grantees achieved
1 grantee of Caregiver Support Services reported 1 result against targets over 1 period; the median result was 81% of target (middle half 81% to 81%), and 0% met or exceeded the target. Source: Juvenile Welfare Board of Pinellas County, program monitoring reports, https://www.jwbpinellas.org/wp-content/uploads/2020/07/VII-C-Program-and-Financial-Monitoring-Information.pdf.
- The Children's Home Network (FY2024): Participants served (target vs actual); promised 394, actual 321 (81% of target); unit: count. Source: https://www.jwbpinellas.org/wp-content/uploads/2024/08/VII.D.-Program-and-Financial-Monitoring-Information.pdf
Program-level figures, not individual grantees: Elder Rights reported 264 results against targets over 10 periods; the median result was 100% of target (middle half 85% to 101%), and 51% met or exceeded the target. Source: Illinois Comptroller Public Accountability Reports, https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=601&FiscalYear=2022&ProgramAreaGroupID=3&ProgramID=1&UniqueProgramID=6011.
- Department on Aging (FY2013): Total LTCOP consultations; promised 22,000, actual 18,407 (84% of target). Source: https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=402&FiscalYear=2013&ProgramAreaGroupID=1&ProgramID=2&UniqueProgramID=4022
Program-level figures, not individual grantees: Elder Abuse and Neglect Program reported 222 results against targets over 10 periods; the median result was 100% of target (middle half 97% to 101%), and 57% met or exceeded the target. Source: Illinois Comptroller Public Accountability Reports, https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=601&FiscalYear=2022&ProgramAreaGroupID=3&ProgramID=1&UniqueProgramID=6011.
- Department on Aging (FY2011): Total expenditures - all sources (in thousands); promised $ 9,937.8, actual $ 9,937.8 (100% of target); unit: $. Source: https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=402&FiscalYear=2011&ProgramAreaGroupID=1&ProgramID=2&UniqueProgramID=4022
Program-level figures, not individual grantees: Senior HelpLine reported 49 results against targets over 4 periods; the median result was 92% of target (middle half 66% to 103%), and 29% met or exceeded the target. Source: Illinois Comptroller Public Accountability Reports, https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=601&FiscalYear=2022&ProgramAreaGroupID=3&ProgramID=1&UniqueProgramID=6011.
- Department on Aging (FY2025): Total expenditures - state appropriated funds (in thousands); promised $ 8,144.3, actual $ 4,629.3 (57% of target); unit: $. Source: https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=402&FiscalYear=2025&ProgramAreaGroupID=1&ProgramID=23&UniqueProgramID=40223
Program-level figures, not individual grantees: Nutrition Services reported 39 results against targets over 4 periods; the median result was 82% of target (middle half 70% to 100%), and 36% met or exceeded the target. Source: Illinois Comptroller Public Accountability Reports, https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=601&FiscalYear=2022&ProgramAreaGroupID=3&ProgramID=1&UniqueProgramID=6011.
- Department on Aging (FY2025): Total expenditures - state appropriated funds (in thousands); promised $ 141,536.4, actual $ 100,956.5 (71% of target); unit: $. Source: https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=402&FiscalYear=2025&ProgramAreaGroupID=1&ProgramID=21&UniqueProgramID=40221
Program-level figures, not individual grantees: Senior Health Assistance Program reported 28 results against targets over 4 periods; the median result was 99% of target (middle half 95% to 99%), and 18% met or exceeded the target. Source: Illinois Comptroller Public Accountability Reports, https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=601&FiscalYear=2022&ProgramAreaGroupID=3&ProgramID=1&UniqueProgramID=6011.
- Department on Aging (FY2025): Total expenditures - state appropriated funds (in thousands); promised $ 2,800.0, actual $ 2,673.5 (95% of target); unit: $. Source: https://par.illinoiscomptroller.gov/index.cfm?AgencyNo=402&FiscalYear=2025&ProgramAreaGroupID=1&ProgramID=22&UniqueProgramID=40222
Program-level figures, not individual grantees: Administration on Aging reported 7 results against targets over 5 periods; the median result was 120% of target (middle half 112% to 147%), and 100% met or exceeded the target. Source: OMB PART assessments (ExpectMore.gov archive), https://obamawhitehouse.archives.gov/sites/default/files/omb/assets/omb/expectmore/detail/10002335.2004.html.
- Administration on Aging (2006): Maintain high percentage of home-delivered meal, transportation and family caregiver services clients rating quality of services good to excellent.; promised 90%, actual 95.2 (106% of target); unit: %. Source: https://obamawhitehouse.archives.gov/sites/default/files/omb/assets/omb/expectmore/detail/10000304.2007.html
Housing for the Elderly: the source lists 19 rows for this program but none carries both a target and a result, so no attainment is computed. Source: OMB PART assessments (ExpectMore.gov archive), https://obamawhitehouse.archives.gov/sites/default/files/omb/assets/omb/expectmore/detail/10002335.2004.html.
Target-setting language with precedent
Each item comes from one funder, one program or one department; none is a government-wide rule.
Showing clauses from HHS.
- CDC DP-23-0002 applicant FAQ (2023): Quote: “you may enter a '0' and then TBD for targets in the work plan” — https://archive.cdc.gov/www_cdc_gov/healthyschools/nofo/nofo.htm
- SAMHSA CMHS Infrastructure, Prevention and Promotion Overview Guide, v2.0, p. 9 (2022): Quote: “grantees can revise annual goals in consultation with their GPO during the first quarter of each fiscal year” — https://spars.samhsa.gov/sites/default/files/2023-01/OE%20SPARS%20CMHS%20IPP%20Overview%20Guide.pdf
- HRSA-26-057 ECCS SEED applicant FAQs, p. 6 (2026): Paraphrase: Baseline estimates are confirmed or updated within six months of award. — https://files.simpler.grants.gov/opportunities/45e009d7-46ed-482f-8aa7-02812f207f71/attachments/54ad1b19-2651-43c7-8ade-76203c7770d7/HRSA-26-057_ECCS_SEED_Applicant_FAQs.pdf
- NIH PAR-25-383, Section VI (2025): Paraphrase: Future-year milestones may be renegotiated based on prior-year data. — https://grants.nih.gov/grants/guide/pa-files/PAR-25-383.html
- Arizona Rural Health Transformation, approved program narrative, pp. 20-22 (2026): Paraphrase: A baseline assessment is done after award, and targets are set from it. — https://www.azahcccs.gov/AHCCCS/Downloads/Initiatives/RHTP/Arizona%27sApprovedProgramNarrative.pdf
- HRSA Health Center Program (H80) patient targets, Primary Health Care Digest (2022): Quote: “confirm or request adjustment to their patient target by the deadline in their email” — https://content.govdelivery.com/accounts/USHHSHRSA/bulletins/3120df3
What reviewers penalize
These ten weaknesses recur in 17 published reviewer critiques, mostly U.S. Department of Education and NIH. The count is the number of critiques that name it, not a rate, and a reviewer comment is a judgment.
- Attrition or missing-data handling left unresolved (named in 7 of 17 critiques). Reviewers wrote: “the applicant did not address how missing data will be handled” U.S. Department of Education, Education Innovation and Research (EIR) Mid-Phase, WestEd, S411B220027, 2022, Technical Review Form, pp. 25, 29. https://www.ed.gov/sites/ed/files/2022/12/S411B220027_WestEd_TRF.pdf#page=29
- Comparisons vulnerable to selection, contamination, baseline differences or incompatible data (named in 7 of 17 critiques). Reviewers wrote: “may require additional interpretation” National Institutes of Health, NIAID, K01 AI131895 (Rebeiro, Vanderbilt), applicant-authorized summary statement; a research application, pp. 5-6. https://beta.nih.gov/sites/default/files/migrated_media/2026-09/k01-rebeiro-summary-statement.pdf#page=6
- Feasibility assumptions or fallback arrangements unsupported (named in 6 of 17 critiques). Reviewers wrote: “no alternative analysis plan is provided” National Institutes of Health, NIDCD, R01 DC017174 (Heinemann and Cherney), applicant-authorized summary statement; a research application, pp. 3, 5-6. https://www.nidcd.nih.gov/sites/default/files/2022-03/sanitized-heinemann-cherney-summary-statement-redacted.pdf#page=5
- Implementation fidelity, thresholds or mediators inadequately specified (named in 5 of 17 critiques). Reviewers wrote: “Mediators are not described.” U.S. Department of Education, EIR Early-Phase, Education Development Center, U411C190275, 2019, Technical Review Form, p. 4. https://www.ed.gov/sites/ed/files/2019/11/U411C190275-Education-Development-Center-Inc.-TRF-Tier-2.pdf#page=4
- Measurement tools insufficiently identified, supported or protected against reporting bias (named in 4 of 17 critiques). Reviewers wrote: “no detail is provided” U.S. Department of Education, EIR Mid-Phase, Niswonger Foundation, U411B170038, 2017, Technical Review Form, pp. 4-5. https://www.ed.gov/sites/ed/files/2016/12/U411B170038_TRF.pdf#page=4
- Targets or success criteria missing, inconsistent or disconnected from the project (named in 4 of 17 critiques). Reviewers wrote: “lacks a specific number” U.S. Department of Education, EIR Mid-Phase, ASSISTments Foundation, S411B220024, 2022, Technical Review Form, p. 14. https://www.ed.gov/sites/ed/files/2022/12/S411B220024_ASSISTments-Foundation-Inc_TRF.pdf#page=14
- Analysis procedures insufficiently specified for the stated questions or model (named in 4 of 17 critiques). Reviewers wrote: “methods of data analysis are not adequately described” National Institutes of Health, NIAID, R01 AI098472 renewal (Gandhi, UCSF), applicant-authorized summary statement; a research application, pp. 4-5. https://beta.nih.gov/sites/default/files/migrated_media/2026-09/2-R01-AI098472-06_Ganhdi_Summary.pdf#page=4
- Data protection, management or cross-site coordination incomplete (named in 3 of 17 critiques). Reviewers wrote: “The data management plan stops midsentence on page 125” National Institutes of Health, NIDCD, R01 DC017683 (Gifford and Camarata, Vanderbilt), applicant-authorized summary statement; a research application, pp. 9-10. https://www.nidcd.nih.gov/sites/default/files/2022-05/sanitized-giffordcamarataapplicationsummary-dc017683-01a1.pdf#page=10
- Feedback collection lacks a specified route into program decisions (named in 2 of 17 critiques). Reviewers wrote: “The applicant does not discuss how often the team will review data or implement changes.” U.S. Department of Education, EIR Early-Phase, Orange County Superintendent of Schools, S411C200130, 2020, Technical Review Form, pp. 16, 19. https://www.ed.gov/sites/ed/files/2020/12/S411C200130-Orange-County-Superintendent-of-Schools-TRF.pdf#page=19
- Evaluator independence insufficiently explained (named in 1 of 17 critiques). Reviewers wrote: “The level of independence is not made clear” U.S. Department of Education, EIR Early-Phase, Research Triangle Institute, S411C220065, 2022, Technical Review Form, pp. 24-25. https://www.ed.gov/sites/ed/files/2022/12/S411C220065_Research-Triangle-Institute-_TRF.pdf#page=24
Protocol skeleton
Draft text, edit before use
Measures: NSIP Qualified Meal – Home Delivered; NSIP Qualified Meal – Congregate; NSIP Expenditures; Number of Open Cases; Number of Closed Cases; Level of Service: Advice; Level of Service: Limited Representation; Level of Service: Representation; Case Type: Income; Case Type: Health Care; Case Type: Long-Term Care; Case Type: Nutrition; and 6 more listed above. Baseline: ____ months from award, using OAAPS Title III Data Elements & Definitions: Nutrition Services Incentive Program (NSIP); Legal Assistance State Performance Report (SPR), submitted through OAAPS. Targets: set from the observed baseline at month ____, or committed now as a change of ____ percentage points from baseline.
Missing-data plan (how dropout and missing observations will be handled): ____
Comparison group or baseline (what you compare against and how the groups started): ____
Fallback if recruitment, data access or the first analysis falls short: ____
Fidelity threshold (what counts as full implementation, and how it is measured): ____
Instrument named, with its validity evidence and its rights (license) status: ____
Numeric target for each measure (a number, not a direction): ____
Analysis for each outcome (method, comparison, adjustment): ____
Data protection and data management (who holds identifiable data, where, for how long): ____
Feedback schedule (who reviews the data, how often, and what changes as a result): ____
Evaluator role and independence (who evaluates and how they are separate from delivery): ____
The text is copied or summarized from public documents. It is not legal advice.