How to Request Technical Assistance
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Transcript of How to Request Technical Assistance
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How to Request Technical Assistance
Sera Morgan
Department of Health and Human ServicesHealth Resources and Services
AdministrationHIV/AIDS Bureau
Division of Metropolitan HIV/AIDS Programs
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What is Technical Assistance?
A collaborative model of assistance and support designed to:
• Identify, select, or design evidence-based solutions to address problems, needs or goals
• Adopt or adapt knowledge to practice• Effectively implement solutions
customized to meet the needs of clients
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Who pays for it? • HAB National Technical
Assistance Contract
Part A grant funds
Grantee training funds
Other sources
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1. Grantee or HAB advocated
2. Diagnostic
3. Follow-up to site visit
4. Short term management assistance
5. Peer-to-peer TA
Types of On-site TA
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Other Resources or Types of TA
• Reverse site visits • Conference Calls with your PO,
subject experts, or peers • Websites: www.careacttarget.org• Conferences and meetings, e.g., The
Ryan White All Grantees Meeting • Tools from peer grantees
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Who can request TA?
•The Grantee
•The Project Officer or other HAB official
•Other Federal officials such as the Grants Management Specialist or staff from the Office of Regional Operations
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Common TA Subject Areas
• Data collection and reporting
• Management /payment of subcontractors
• Compliance with National Monitoring Standards or Ryan White legislation
• Needs Assessment work
• Program evaluation
• EIIHA • Budget • Planning Council
issues, e,g, Bylaws, training, consumer involvement, committee productivity
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How do we know when to
request TA
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To Request TA or Not to Request TA?
These are the questions 1. What is the problem? Create problem statement 2. Are there tools available to help us address the
problem? 3. Is the problem specific to one particular grantee?
Or is it a common challenge that has been addressed by many other grantees?
4. What specific type of expertise is needed? 5. What specific outcomes are expected from TA? 6. Would on-site TA improve the outcomes? Or
would conference call(s) work?
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Step 1: With your PO1. Create Problem
Statement 2. Identify Type of TA
needed3. Identify the type of
expertise needed and the ideal provider of TA (e.g., peer, consultant, HAB staff)
4. Identify measurable outcomes of the TA
5. Determine Timeframe – number of days on site, schedule of conference calls
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Steps 2 – 6 2. PO submits formal TA request on
behalf of grantee3. Dates, consultants, methodology are
set4. Agenda is created, vetted, finalized 5. TA is delivered6. Conference call debriefing
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Steps 7 – 9
7. Grantee receives summary report with findings and recommendations or instructions
8. Grantee responds to report (e.g., corrective action plan)
9. PO monitors follow-up
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Outcomes – A Must!
• Your Project Officer will document whether the technical assistance resulted in the needed change in your program
• Monitor your program to ensure that the change is sustained over time
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HAB Wants You to Succeed
If you need technical assistance, ask for it!