Specialized Information for:

Nursing HomesAssisted Living/Board & Care Home and Community Based Services

Collaboration/Working with Other Agencies


I&R/A (Aging Information, Referral, and Assistance Programs)

Ombudsman Best Practices: Enhancing Consumer Access Through Coordination Focus: Ombudsman and Aging I&R/A Programs (January 2004)
This paper focuses on how access to the ombudsman program can be enhanced through establishing relationships with I&R/A programs.


Legal Assistance Providers

Long-Term Care Ombudsman Programs and Legal Assistance Developers Collaboration Toolkit
The Long-Term Care Ombudsman Program is federally funded under Title III and Title VII of the OAA and other federal, state and local sources. Title VII of the Older Americans Act (OAA) requires each state to appoint a legal assistance developer (LAD). This page provides resources and information on Long-Term Care Ombudsman programs and Legal Assistance Developers.

Long-Term Care Ombudsman Programs and Legal Assistance Developers Collaboration Report
This report includes in-depth information about the two programs and the current status of collaborations between LTCOPs and LADs. NORC worked with the National Association of State Long-Term Care Ombudsman Programs (NASOP), the National Association of Legal Services Developers (NALSD), and the Center for Social Gerontology in the development of two questionnaires, one sent to State Ombudsmen, and the other to Legal Assistance Developers. 

Access to Justice for Residents of Long-Term Care Facilities: Opportunities for Collaboration between Legal Services Providers and Long-Term Care Ombudsman Programs (Winter 2013)
This article was published in MIE Journal and was written by Becky Kurtz, former Director of the Office of Long-Term Care Ombudsman Programs within the U.S. Administration for Community Living, and Mary Ann Parker, the Staff Attorney for the D.C. Long-Term Care Ombudsman Program within Legal Counsel for the Elderly/AARP. 

The National Center on Law and Elder Rights (NLCER)
The National Center on Law and Elder Rights (NLCER) is a resource center for the legal services and aging and disability networks, focused on the legal rights of older adults. NLCER is a one-stop support center for the legal services and aging and disability community. NCLER’s trainings, case consultations, and technical assistance are provided by Justice in Aging, the American Bar Association Commission on Law and Aging, the National Consumer Law Center, and The Center for Social Gerontology—all under one roof.


Protection and Advocacy

Long-Term Care Ombudsman Programs and Protection & Advocacy Agencies Collaboration Toolkit
Persons with disabilities receiving or in need of long-term services and supports have available nationally at least two advocacy organizations – Protection and Advocacy (P&A) and the Long-Term Care Ombudsman program (LTCOP).  Individuals residing in long-term care facilities may encounter challenges and opportunities with which they need an advocate. This page provides resources and information on P&As and Long-Term Care Ombudsman programs.

Collaborations between Long-Term Care Ombudsmen and Protection & Advocacy Agencies (September 2013)
Both the Protection and Advocacy (P&A) and the Long-Term Care Ombudsman (LTCO) statutes require the systems to collaborate in coordination of services. Collaboration between the two systems maximizes the amount of important services that reach older adults  and people with disabilities by enhancing the effectiveness of both the P&A and LTCO systems.  This report compiles research gathered from the P&A and LTCO networks, which provided information on barriers, best practices and recommendations for enhanced collaboration.

National Disability Rights Network
The National Disability Rights Network (NDRN) is the nonprofit membership organization for the federally mandated Protection and Advocacy (P&A) Systems and the Client Assistance Programs (CAP) for individuals with disabilities.  Through training and technical assistance, legal support, and legislative advocacy, NDRN works to create a society in which people with disabilities are afforded equality of opportunity and are able to fully participate by exercising choice and self-determination.


State Survey Agencies

Ombudsman References in Other Federal Requirements Excluding Nursing Home Regulations

CMS and ACL/AoA Discussion with State LTC Ombudsmen and State Survey Agencies  
Quarterly Conference Calls Hosted by the Administration on Aging and CMS 

July 12, 2012

  • The Long-Term Care Ombudsman Program and Its Coordination with State Survey Agencies -  Becky Kurtz, Director, Office of Long-Term Care Ombudsman Programs - PowerPoint
  • CMS Survey, Certification & Enforcement Program and how it intersects with the Long-Term Care Ombudsman Program - Alice Bonner, PhD, RN Director, Division of Nursing Homes Survey and Certification Group - PowerPoint
  • Ombudsman Access to Residents’ Records and Other Information - ACL/AoA Memorandum

Survey Forms From Georgia


State Unit on Aging Directors

State LTC Ombudsman Program: Revised Primer for State Agencies (2019) - Prepared by the National Association of States United for Aging and Disabilities



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Adult Protective Services

Long-Term Care Ombudsmen and Adult Protective Services:  Roundtable Discussion Session Summary
Ten years after the meeting in 1993 , discussions were held once again between NASOP and NAPSA at the Ombudsman Spring Training Conference. This informal roundtable discussion session in April 2003, acknowledged the continued commitment of both professional associations to jointly address issues and to better serve clients through collaboration. This document, prepared by Sara Hunt, ORC Consultant, summarizes the session.

Coordination Between Long-Term Care Ombudsman and Adult Protective Services Programs and Related Issues
Report on a Meeting Sponsored by the Administration on Aging on October 25-26,1993, in Washington, DC. This document summarizes the 1993 conference on the relationship of ombudsman programs to protective services. The points made are still relevant today.

State Survey Agencies

Joint Training Programs for Ombudsmen and Surveyors - Advice and Options for Implementation (1993)
This training resource paper was developed by Barbara Frank to assist states to develop joint training programs for ombudsmen and surveyors.

State Unit on Aging Directors

Long-Term Care Ombudsman Participation in the Development of State Aging Plans
This issue brief, supported in part, by a grant from the Administration on Aging, Department of Health and Human Services, provides examples and tips for State Units on Aging and for State Long-Term Care Ombudsmen on using the state plan to benefit consumers living in long-term care facilities.

Resource Brief: Ombudsman Program Memorandum of Understanding (April 2006)
This paper, by the National Association of State Units on Aging and Disabilities (NASUAD), presents an analysis of data collected from 50 state ombudsman programs about their use of memorandum of understanding with other agencies and programs. In addition to a summary of the findings, it includes a chart containing information about each MOU, and two sample MOUs.

Time and Leadership: Keys to Building Synergy between State Ombudsmen and State Aging Directors (October 2006)
This document contains a summary of discussion highlights from a teleconference for State Ombudsmen and State Aging Directors to discuss the relationship between the State Ombudsman Program and the State Unit on Aging. Former Georgia State Aging Director, Maria Greene, and then Georgia State Ombudsman, Becky Kurtz, offered their perspectives on the topic. A question and answer session, and open discussion amongst participants followed. An edited transcript of the entire session is also included.

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