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jointly establish guidelines for identifying clients in the greatest need in their locality, with a focus on the <br />populations identified in the OAA. These entities can then work together and use demographic information, <br />such as census data, to target groups in the state and service area. Since information and assistance networks <br />(I&Rs) and Aging and Disability Resource Centers (ADRCs) often serve as the first-line of assistance to many <br />older adults and caregivers, the data that these programs track and report can be useful in highlighting trends <br />and emerging legal issues. These targeting guidelines can serve to inform the development of operational <br />procedures to reach and serve the target populations. <br />2. Establish legal issue/case priorities <br />Priority setting is the identification of specific types of life problems that are most critical to target groups <br />in meeting basic needs, for example, income, shelter, nutrition, and health care. To avoid means testing, but to <br />also successfully target the populations with the greatest needs, legal providers can prioritize these life challenges <br />into the types of legal issues they will and will not handle. Legal resources are limited and by setting priorities, <br />providers can maximize service for target groups and address the most serious needs. <br />The eleven (11) broad case priorities in the OAA—income, health care, long-term care, nutrition, housing, <br />utilities, protective services, defense of guardianship, abuse, neglect and age discrimination—are a helpful <br />starting point for the priority setting process. Also, the conclusions from a state's "legal needs assessment"20 can <br />help clarify the state and areas legal priorities. A finely honed set of priorities that reflect the most critical needs <br />of targeted populations can provide a program with a fair and consistent way of accepting the most important <br />cases and saying "no" without means testing. <br />Priorities should be revisited as client needs change, and as laws and policies affecting the target populations <br />change. Further, while priorities should guide intake decisions, they should not be used as rigid rules to turn <br />clients away. A program should retain flexibility to accept compelling cases for the target client population, even <br />if a particular case falls outside of the program's stated priorities. <br />Important note regarding the role of IIIB providers in guardianship cases: When setting priorities, <br />remember the OAA provides specific guidance on the role of IIIB legal providers in guardianship cases.21 <br />The role is to defend an older person against guardianship or to terminate a guardianship. Only in limited <br />circumstances can the Title IIIB provider represent an older person petitioning for guardianship. Under Title <br />IIIB, the older adult is the client, and IIIB resources should not be used to represent an individual wishing to <br />gain guardianship over an older person. <br />3. Provide legal services with cultural sensitivity and effective communication <br />Once developed, the identified target groups and case priorities should drive and shape outreach to potential <br />clients. All outreach efforts should be guided by the overriding principle that legal services are provided with <br />cultural sensitivity and clear communication. <br />Legal providers must have the capacity to communicate with individuals who have language barriers or <br />other communication challenges.22 To achieve this, programs can develop a language access plan. A language <br />access plan should include procedures for assessing language needs, identifying staff language capacity, using <br />interpreters, training staff, translating client letters and legal documents, conducting outreach to limited English <br />proficient clients, and continuing to evaluate language access policies and procedures.23 <br />20 `Assessing Legal Needs of Older Persons: A General Primer" and "A Guide to Conducting a Legal Needs Survey" provide detailed <br />guidance on conducting a legal needs assessment. See The Center for Social Gerontology, Best Practice Notes on Delivery of Legal <br />Assistance to Older Persons, Vol. 14, Nos. 1 &2, March 2005. <br />21 42 U.S.C. 93030d(a)(6)(B)(2016). <br />22 Legal Services Corporation Guide to Language Access and Cultural Competency, available at: Isc.gov/grants-grantee-resources/ <br />resources-topic-type/language-access-cul tui A -sensitivity, <br />23 Id. <br />Issue Brief <br />