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March 14, 2000 F2F

Steering Committee Notes
March 14, 2000
8:00 a.m. – 3:00 p.m.
Embassy Suites
Washington, D.C.

Site Updates 

Tennessee: Bridges 

Tom told the group that they continually review the values that were presented at the first meeting eighteen months ago.  Every decision made is based on maximizing consumer involvement for the growth and power of scientific integrity and validity.  Consumer interviewers, staff and leaders are hired, and are include them in the decision-making process.

There is a special focus and concentration on rural populations in Eastern and Middle Tennessee.  A Bridges book is in press from Tennessee’s DMH.  There are many different communications techniques being used to keep this geographically challenging project fully informed.  There is periodic E-Project News.  CAP membership is geographically dispersed, with 12-14 members. Scheduling is difficult and some of the meetings are by conference call. They also use a lot of electronic communications.  The CAP is very involved, hard working and knowledgeable.  Tom is looking for a way to pay honoraria to them.  Irene gave some background on the Bridges program, both in Tennessee and nationally.  The enhancement money is being used for capacity building, including training and transportation.  Sita explained that they piloted the common protocol in August and the induction process and the electronic pilot in the fall.  They have had an 86% retention rate.  Their goal is 360 people for cohort 1. 

Some of the lessons they have learned are:

·        TMHS staff is too busy to be much help in recruitment.

·        Transportation is a major barrier.

·        We can actually do this!

 Tennessee works with agencies to create lists of eligible clients for recruitment.  They have a functional assessment that is done on Tenn-care enrollees for cost data purposes.  Lists are randomly ordered, with the client by phone.  Clients are informed about the study and their rights before sending the information on to the interviewers.  TN has completed 146 baseline interviews.  Sixty are pending.  Interviews take between two and six hours.  Data procedures include use of a mini-repository in Michigan, a daily ZIP backup, with data sent to MI weekly.  Michigan backups to CD-ROM weekly, both on and off site. They also backup to a secured network drive.  The data is then transmitted to MIMH. 

The cost study for Tennessee is elaborate.  For the COS - Bridges program TN will be looking at attendance records as well as detailed program budget sheets.  Irene accounts for all donations.  TMHS cost data is taken out of encounter records, Tennessee care records, and a managed care twist (no cost, because it is not a FFS agency, so cost is hard to ascertain).  Some of the challenges TN faces are communication, transportation and delay from baseline to COSP entry.  

Sally asked about the COSP composition.  Louetta responded that there were representatives from traditional agencies, consumer advocates, and a wide range of individuals from various backgrounds.  Crystal asked if there was a conflict between the two-hatters – the people who are project staff but are also listed as TMHS staff and are not compensated for their services.  She was told that the two-hatters do not provide services 

Tennessee has found that there is rarely a problem with interviewers.  They feel the evaluation of the interviews they use has been helpful.  Some interview subjects were believed to be suicidal; therefore, an incident report was completed, and the providers were notified.  

Illinois 

The GROW Project has three traditional sites in Chicago (Tinley Park) in the Center, with Rockford and Champaign (Provena) on either side.  Janet Wattle Center in Rockford has a long support history.  

Personal interviews were conducted with GROWERS to make sure that the research and various other things do not influence the program. The qualitative study has been beneficial for researchers in discovering things about the components of GROW.  It has also helped GROWERS feel empowered and needed. 

The IRB has been approved for the cross-site study.  Start-up dates are on target.  The outcome study showed that Illinois is doing the Common Protocol in the same way as COSP.  They will eventually go with the computerized version.  GROW has a long track record with an established program.  That makes for a research friendly and easier way of measuring fidelity. 

 Illinois uses four site-specific measure studies.  The GROW Recovery Scale with sixty-seven items, the BPRS scale, the Social Network Interview, and the GROW Knowledge Scale (measures the educational program components). 

 Their IRB questioned if the interviewers had the capacity to give Informed Consent.  Training of interviewers is specific for this.  The subjects are questioned to be certain that the consent is informed.  To ensure fidelity, Interviewers have to complete two taped interviews.  They are paying practice interview subjects.  One of their interviewers has met quality standards already and the rest will by next week.  They don’t have the confidentiality document yet.  Traditional providers are not recruiting.  They do have fliers and have done mailings.  They offer certificates for shopping rather than cash.  Research participants get two orientations: a research orientation and a GROW orientation.  If they are still interested after these orientations, Informed Consent and a release of records is obtained.  The baseline interview takes 4-7 hours because the site-specific interview is about as long as the COSP Common Protocol 

The cost studies are being conducted in two sites – Champaign and Rockford.  The Cost Study is probably going to be a Track 2.  Tennessee is working on getting costs for donated spaces.  

Entering and Sending Cost Data:Next Steps

Matt Johnsen

 Matt stated the news of the Common Protocol, as a whole is good.  One hundred and sixty-two interviews have been completed and that represents about 6% of baseline. There seems to be some confusion about what constitutes a Track 1 or a Track 2.  He noted that some sites reported being able to collect Track 2, but expressed reluctance to commit to this track. 

  He reported that PIs are interested in getting the cost study going.  There are two ways to approach this: full speed ahead, or step back and reflect on whether this is a common vision, with common goals.

Among the questions asked were: To what extent will data from cost study be pulled together with different sites using different procedures?  While using common metric across all sites ($) if there are different tracks with different sources of records, how reliable is the data?  If the same method is being used on both sides, a comparison between TMHS and COS can be made.  However, reliability of pooled data is not as clear-cut.  Before we get in the field, R.O.W. has asked for an outside expert (MH Economist) to review current approaches, to insure that we are using scientific rigor.  Matt says this is not an uncommon situation in cross-site studies (cost studies across sites).  Solving this problem could allow us to take a leadership role in this and future studies.  The cost study is required, so it will not go away.  We need to recognize the efforts of cost study leaders, and recognize that this is the first time this has been done in MHS, and very few other studies.  The cost study is and continues to be GFA required.  Matt said we need to have buy-in from all of the sites and we need a consensus to get started on this. This requires a full commitment from all sites.  He indicated that PIs need to get together to form an approach with full cooperation of all involved.  We may need to set bar lower for all sites, allowing individual sites to collect what they want, but we must have common data from all sites.  Twofold responsibilities here: Honesty in approaching issue with less defensiveness, and honesty in raising and clearly articulating concerns that exist.  If we are truly collaborators in this effort, it is imperative we refrain from sitting on our hands.  Matt expressed the need to focus more on scientific process and less on personalities.  He said there was a need to keep our eyes on the prize, and the cost effectiveness of COS.  Ultimately, this will have a great impact on consumer services and what will happen in the future.  The steps we take today will preserve the integrity of the program.

 Ruth said everyone mentions that they are collecting costs.  The issue is what are we collecting. She questioned why she wasn’t hearing any common ingredients to cost studies.  She feels that in order to have a cross-site, cost-study the PIs need to have a CCP – a Cost Common Protocol.  She thought there might even be two studies, a limited common cost study and an analysis cross-study. 

 Randy said that adding cost studies to research adds a political dimension that should be avoided.  Results become one of compliance, not individual participation.

 Zahira feels that CAP was excluded from the cost study decision.  She stressed that the research is about the COSP and it is meant to promote the COSP.  She noted that whenever decisions were going to be made about the cost study, CAP and the consumer representatives should have been involved and polled on these issues from the beginning.

 Matt responded by saying that he has always tried to adhere to the same procedures of site inclusion and dissemination of information.  He thought gleaning information would be helpful and arranged a luncheon with other PIs to discuss their experiences.  Several issues of concern arose from the meeting.  Matt asked the CC for time to address these issues.  

Diane explained to Zahira that no decisions have been made as yet, just discussion.  If we do this, the burden on sites has to be equal and some technical assistance needs to be available in this area if needed.

 Jean encouraged communication about all issues in order to work on levels of trust and knowledge.  She said we are trying to measure the cost for the experimental and the control groups as they enter our study.  As we induct people and begin our fieldwork, we should concurrently be doing the cost study, as it will be easier to capture all services at this time.  Everyone needs to do his or her research.  The cost manual is on the Freedrive.  Decisions made have to be done procedurally, in order words, if we change course we need to have a two-thirds vote of this group to reconsider.  We also need to vote on what our cost study will be.  This means it involves the Steering Committee, as agreed. 

Tom reiterated that we are cutting edge – no one else has gone before us.  We need to ease up on ourselves as we learn, and be careful not to be overly critical.  It would be helpful for us all to make a matrix that describes what each site plans to do. 

Yvette said it is too busy at her agency to take on additional responsibilities of factoring in costs.  She expressed concern that her program will look bad if they have to add costs to volunteer and in-kind donations.  

Tom asked the group to recognize the efforts of Brian Yates, Cost Subcommittee. 

The times for the June Face-to Face meetings are from 12 Noon on Sunday to 3:00 p.m. Tuesday. 

Subcommittee Reports 

Logistics 

The Logistics Committee met and made the following recommendations:

 That a quantitative rating of the responses by the consumer be done at the end of each interview and follow-up. Emphasis was placed on not rating or judging the person but judging the quality of the information received.  Margin comments might be useful for training and interviewing but are not a substitute for doing the quality rating.  The Interviewer should check sections that are

 Every attempt should be made to include people who have a guardian unless it is going to cause problems with the site’s IRB process. Motion was made and passed.

problematic. A revised Interviewer Rating form was presented.  It is a three-point scale showing how to assess the reliability of the data based on consumer responses.

Motion was made to adopt the Interviewer Observation Rating Scale.  Motion passes.

Each site must have pledges of confidentiality.

Motion is that all sites are required to have pledges of confidentiality by the interviewers and research staff.  Motion passes.

 Points of information:

·        Illinois passed out copies of a structured assessment they use for getting informed consent.

·        Two sites have to re-review informed consents at each assessment point annually due to their IRB requirements and one site, Florida, is just an oral re-review. Most sites don’t have to do a re-review and this will be left as site-specific.

·        Study-Blind was shelved until a later date. 

The recommendation is that sites must track the date a person first attended COS, last attended COS, or withdrew from the study, not the intervention, whether a site uses the Tennessee database or not.  Also recommended is those sites track data for the reason people stopped going, didn’t go, or that the assessment was not completed.    

Common Ingredients 

A book outlining the Common Ingredients of Consumer Services was developed.  Contact has been made with two publishers.  They are looking for a new title.  The Committee discussed the instrument of recovery and the need to clarify language; however, they have no recommendations to make at this time.   

CAP

The CAP Committee met and discussed the Communications policy.  They recommended that the Steering Committee exempt the CAP from the open COSP list. They requested that the CAP list consist of CAP members, the CC, and two Federal representatives.

 Some objections were voiced to the recommendation for closing the list.  The reason given was that CAP members need a place where than can discuss issues in private, come to consensus, and form reactions to other things that are going on in the list serve.  

Anyone who wishes to post to the CAP list could e-mail Zahira or Sally and request that it be posted by them.  Jean said that if the list is closed, the CC should receive a monthly summary of the main discussions or major decisions.  She added that if something critical went on the Steering Committee needs to be advised.  Zahira said the CAP could accommodate this.

A motion was made to close the CAP list and close the archives to limit the readership to the CAP, the CC, and the two Federal representatives.  Motion passed.

 Publications/Presentations 

Pat thanked Jean and Rita for publishing the first newsletter.  He asked if the Committee might give them a sense of the mission of the newsletter and an idea of the regularity of it.

 The following revised individual site disclaimer was read:

“The contents of this paper are solely the responsibility of the author and do not necessarily represent the officials of DHHS, SAMHSA, CMHS or the other collaborating partners.”  A motion was made to accept the disclaimer as written.  Motion passed.

 A recommendation was made that no papers should be submitted on the Common Protocol as outcomes, or on Common Protocol costs as outcomes until the foundation papers are accepted for publication. What this means according to Pat is that the Common Protocol data is open for analysis. Pat reinforced that all other papers are welcome.   Pat explained that since there was a timeline written in the policy on foundation papers there was no need to include it in the recommendation.

Motion passed.  

 Tom said that there were two issues concerning the follow-up Common Protocol that people wanted to reintroduce.  There was a motion that the COSP satisfaction and outcome section come before the mental health question and the follow-up Common Protocol.  The original vote was to have the COSP questions asked first and then the traditional questions asked second.  Tom thought this issue should be reopened and possibly the group should go in another direction. 

Greg explained that only people in the TMHS would not have had the COSP experience.  Those who get the COSP first will have had a different experience.  There is a potential for a contrast in cost for differences in satisfaction for Consumer and traditional services. 

He recommended starting everyone out on a level playing field.

Motion was made to reopen this issue to vote on.  Motion passed by two-thirds majority.

Members voted on the issue of whether to switch back to having the traditional satisfaction of outcome questions of MHS precede the COSP outcome questions.  This vote passed by two-thirds majority. 

Next Steps

 Tom will get a small group together to make up a project-wide timeline.  The PIs gave Tom the date they started or intend to start their site’s baseline data collection.  Tom will be putting up a user’s manual for the tracking database that can be downloaded from the Freedrive.  Sally will send out a list serve discussing additional tracking fields, including addendums.  Jean mentioned that the officially approved timeline was in the packet given to each F2F participant.  She asked that the group review the timeline because it will need to be updated. 

Sally asked where interviewers could get help or information if they need it.  Jean said Kim Einspahr is the coordinator of the Multi-site Interviewing Protocol.  She maintains a list serve and will answer questions after consulting with Jean.  Jean said some decisions would have to be referred to the Steering Committee.  Tom said a log of the decisions made, as well as a manual for disseminating that information would be helpful. 

Tom asked for feedback on the electronic voting process.  The group agreed that the electronic voting was simple and easy to use.  Brian stated that it had made a big difference in the quality of this F2F experience. 

Meeting Wrap-up 

Jean asked that the evaluation forms be filled out.  She noted that the June meeting would start at 12 noon on Sunday and end at 3:00 p.m. on Tuesday.  She reminded the group the voting would continue until the end of the meetings; therefore, people should not plan on leaving early on Tuesday. 

The meeting was adjourned.

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