The National Consumer Protection Technical Resource Center: The Center of Service & Information for SMPs

Resources for SMPs

SMART FACTS Training

The SMP Resource Center offers ongoing training to all SMART FACTS users, which includes live training, recordings, the  SMART FACTS Manual, and related resources on a variety of topics. A  training curriculum document guides participants through their training, which can be completed in order by topic, or on any specific topic(s) as needed.

  • Information about upcoming training is provided in the SMP web event calendar, which is available in the SMP Resource Library or by email to AoA's SMP listserv. 
  • Recordings and PowerPoint presentations (PPTs) from previous trainings are available in the SMP Resource Library. SMP directors may edit the PPTs and other resources as needed to train SMP staff, subcontractors, volunteers, and partners. Tip: Search using keyword “SMART FACTS Training” to find recordings and PPTs.
    • Need help viewing SMP Resource Center recordings?  Click here.
  • The grid below provides access to SMART FACTS resources by topic.

SMART FACTS Training Topic

Recorded Training and PPT

SMART FACTS Manual

Related Resources

SMART FACTS 101
 

Introduction to SMART FACTS AND OIG Report Definitions

 

Available in the SMP Resource Library

Chapter 1: Welcome to SMART FACTS

Chapter 2:   Getting Started

Appendix C: OIG Report Definitions & Guidance

CMS/AoA Data Reporting Guidance: Joint SHIP/SMP Programs

Outreach and Education

Available in the SMP Resource Library

Chapter 3: Outreach and Education

Chapter 7: Reviewing and Editing “My” (Your) Work

Appendix A: Types of SMP Questions Flow Chart

SMP Counselor Training Manual – Available in the SMP Resource Library

 

Volunteer Tracking & Management

Available in the SMP Resource Library

Chapter 4: Volunteer Tracking and Management

Chapter 7: Reviewing and Editing “My” (Your) Work

 

 

My Work: Reviewing & Editing your Data

 

Available in the SMP Resource Library

Chapter 7: Reviewing and Editing “My” (Your) Work

 

 

Complex Issues

Complex Issues & Referrals

 

Available in the SMP Resource Library

Chapter 5: Managing Complex Issues

Chapter 6: Referrals

Appendix D: Scheduling the Follow-Up Alert

Appendix E: Take New Assessment

Appendix F: SMP Referrals to the OIG Hotline

Tip: Search the SMP Resource Library using keywords “Complex Issues” to find the Complex Issues and Referrals Training Manual and other resources related to complex issues (i.e. webinars).

Reports

Reports

Available in the SMP Resource Library

Chapter 8: Reports

Appendix B: Sample OIG Report

Appendix G: OIG Report Data Accuracy Checklist

Appendix H: OIG Report Data Analysis Worksheet

OIG Report Training

Site Administration

SMART FACTS Security and VRPM Policy 4.5 Webinar

Available in the SMP Resource Library

Chapter 9: SMART FACTS Administration

Appendix I: Site Administration Job Aid

 

Optional

Partnership Development

N/A

Chapter 10: Optional Functions

 

 

Dissemination Activities

 

 

N/A

Chapter 10: Optional Functions

Questions? Contact Heather Flory, Training Manager, SMP Resource Center, 877-808-2468, 319-272-2454, hflory@smpresource.org

 

 

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