State Team Lead and Planning Team
Suggested Roles and Responsibilities
State Team Lead (STL) Roles and Responsibilities
 Identify state planning team members, including SSA and DDS representatives.
 Convene regular meetings of the state planning team.
 Disseminate minutes of meetings to the state planning team and local planning team(s).
 Create a distribution list for ongoing communication.
 Serve as liaison between SOAR state planning team and local planning teams to problem-solve
and coordinate data collection.
 Coordinate and follow up on the implementation of the state action plan and SOAR Process.
 Direct overall plans aimed at growing and financially sustaining statewide SOAR activities
 Serve as an ambassador to the community, being a statewide face and voice for SOAR
State Planning Team Roles and Responsibilities
 Collaborate with SSA and DDS (regional, area, district or local offices) to establish the SOAR
Process. Determine SSA office liaisons (if possible) and disseminate this information to SOARtrained community staff.
 Provide support to SOAR trained staff, Trainers and Local Leads, working closely with
local/regional planning teams. Work with local planning groups to identify experienced mentors
who can assist new trainees with their first few applications. Identify individuals for the SOAR
Leadership Academy offered by the SAMHSA SOAR TA Center.
 Identify strategies for ongoing funding and sustainability. Create buy-in by educating
stakeholders about the impact SOAR has in your state. Use outcomes to highlight the benefit of
SOAR in reimbursed care and income.
o Explore various funding sources. Consider use of federal funds (e.g. PATH, CABHI); pool
and/or realign existing resources; explore local foundations, United Way, corporations,
and hospital collaborations; and investigate criminal justice funding to implement SOAR
in jails or prisons.
 Collect and report outcomes. Identify tracking mechanism to be used (e.g., SOAR Online
Application Tracking (OAT) or HMIS). Ensure the collection and reporting of outcomes by
communities and SOAR-trained staff; report outcomes to the SAMHSA SOAR TA Center as
requested.
 Identify and address technical assistance needs. Hold regular calls and/or meetings with Local
Planning Team Leads to identify issues and problem solve. Request TA as needed from the
SAMHSA SOAR TA Center.
 Expand SOAR to other areas of the state and to other populations at risk for homelessness (e.g.,
jails/prisons, general assistance/TANF recipients, state hospital discharges, etc.).
 Attend meetings.
SSI/SSDI Outreach, Access and Recovery (SOAR) Technical Assistance Center
June 9, 2016
Local Team Lead and Planning Team
Suggested Roles and Responsibilities
Local Team Lead Roles and Responsibilities
 Identify local planning team members, including SSA and DDS representatives and your State
Team Lead (STL).
 Convene regular meetings of the local planning team.
 Disseminate minutes of meetings to the local planning team and the STL.
 Create a distribution list for ongoing communication.
 Hold regular calls with the STL to report progress and challenges.
 Coordinate and follow up on the implementation of the local action plan and SOAR Process.
 Collaborate with STL to ensure local implementation is consistent with the State plan.
 Report data and outcomes to the STL according to the State plan.
 Direct overall plans aimed at growing and financially sustaining local SOAR activities
 Serve as an ambassador to the community, being a statewide face and voice for SOAR
Local Planning Team Roles and Responsibilities
 Collaborate with local SSA and DDS offices to establish working agreements based on the SOAR
Process agreed upon by your state.
 Provide logistical support to Trainers and Local Leads to host SOAR Online Course cohorts, 2-day
Stepping Stones to Recovery trainings, and 1-day SOAR Fundamentals refresher trainings.
 Identify and explore strategies for ongoing funding and sustainability. Create buy-in by
educating local stakeholders about the impact that SOAR has in your community. Use outcomes
to highlight the benefit of SOAR in reimbursed care and income.
 Collect and report outcomes. Work closely with your State Team Lead to ensure the collection
and reporting of outcomes using whatever mechanism the State determines, such as HMIS or
the SOAR Online Application Tracking (OAT) program.
 Identify and address technical assistance needs. Hold regular calls and/or meetings with SOAR
providers/trainees and SSA and DDS to discuss strategies and brainstorm solutions to challenges
that arise. Request TA as needed from the SAMHSA SOAR TA Center.
 Attend meetings.
SSI/SSDI Outreach, Access and Recovery (SOAR) Technical Assistance Center
June 9, 2016