
Cross-systems aging preparedness for adults with lifelong intellectual disability
Aging Preparedness Solutions™ (APS) designs policy, system, and implementation architecture that helps aging, disability, and long-term services systems prepare for demographic change, aging caregivers, and the long-term support needs of people with lifelong disabilities.
APS works at the intersection of federal policy, state systems, Medicaid Home and Community-Based Services waivers, managed care, nonprofit service delivery, housing, and — where relevant — Regional Center infrastructure — translating long-range demographic realities into planning frameworks, pilot programs, and system reforms.
Our flagship work is a federal policy proposal, Aging Preparedness as a Federal Life-Stage Framework for Adults Aging with Lifelong Intellectual Disability, which advances Aging with a Lifelong Intellectual Disability as a distinct federal Life Stage — modeled on the design logic of IDEA Part C — and proposes a national Aging Preparedness framework anchored by the Individual and Family Aging Plan (IFAP).
Demographic reality, policy lag, and the planning gap that makes aging dangerous for families.
Adults with lifelong intellectual and developmental disabilities (I/DD) are aging into later life in unprecedented numbers. Life expectancy for someone with I/DD has risen from as low as 19 years in the early 20th century to nearly 70 today. By 2034, older adults will outnumber children in the U.S. for the first time in history — and the I/DD population is aging with them.
Over three-quarters live with family caregivers, many of whom are themselves in their 70s or 80s.
Onset typically occurs before age 65 — well within working-age service systems.
The problem is not a service shortfall — services exist. What does not exist is a coherent planning framework that assigns responsibility for anticipatory planning, connects systems around a shared instrument, and treats aging with lifelong disability as the distinct, predictable life stage it is.
Aging with lifelong disability is now normative. Adults with I/DD are living longer. The demographic case has been made. What has not yet been built is the planning architecture that public systems need to respond to it coherently — before crisis, not after.
Services exist. What does not exist is a coherent planning framework that:
The result is systems fatigue: the cumulative burden of navigating disconnected systems over a lifetime. Families carry the coordination burden that should belong to public infrastructure. APS exists to build the planning architecture that existing systems need in order to respond coherently, before crisis.
The proposed Individual and Family Aging Plan (IFAP) and the cross-system architecture connecting aging and disability systems around it.
The most common objection to any new planning framework is this: families and systems are already drowning in plans. The proposed Individual and Family Aging Plan (IFAP) was designed with that objection in mind. It is not a new document added to an existing stack. It is a new planning function — made necessary by a predictable life stage — activated within the planning relationship that already exists.
"The form follows the function."
"The function follows the life stage."
"The life stage follows the demographic reality."
The proposed IFAP would not replace the existing adult person-centered care plan — it would extend it. At the conclusion of a regular planning meeting, the service coordinator, care planner, or case manager would offer an opt-in. If the family chose to engage, the existing case management record would activate a new set of domain-specific prompts — caregiver health and succession, housing readiness, dementia risk, legal planning, sibling preparedness. The existing plan would become the IFAP. Same meeting. Same planning relationship. No family starting over.
A critical distinction runs through the entire framework: the planning function is non-optional, while the mechanism through which states deliver it remains flexible. Once aging with lifelong disability is recognized as a distinct life stage, family-inclusive planning becomes structurally necessary — for precisely the same reason that recognizing early childhood as a life stage made structured family planning necessary. What is required is that the planning conversation happens. How it is documented, which agency leads it, and which tools are used — those are state-level decisions. The IFAP is not a fixed universal form. It is a required planning function implemented through state-specific mechanisms that fit existing systems.
Even where aging and disability systems have strong relationships, a specific structural gap remains: the conduit between them.
In most states, there is no designated bridge that:
The result is that families experience warm relationships, cold handoffs. Cross-system forums and alliances are necessary — but they are not sufficient. Coordination that depends on goodwill, individual relationships, and informal knowledge does not survive staff turnover, budget cycles, or system transitions. Durable coordination requires something goodwill cannot provide: defined planning functions, accountable roles, shared indicators, and infrastructure that outlasts the people who built it.
The Aging Preparedness framework directly confronts this conduit problem and proposes an operational model for solving it — one built on structure, not relationships alone.
Federal policy already recognizes early life as a distinct planning challenge. Infants and toddlers have the IFSP under IDEA Part C. School-age children and youth have IEPs. Adults with disabilities often have IPPs.
Later life for adults with lifelong intellectual disability remains the only major life stage without a federal planning framework. Aging Preparedness proposes to complete that spine:
Individualized Family Service Plan — federally required planning for infants and toddlers with developmental challenges.
Individualized Education Program — federally required planning for school-age children and youth.
Adult-age person-centered planning within the I/DD state service systems.
Individual and Family Aging Plan — the proposed planning instrument for the final life stage, currently missing from the federal architecture.
Recognizing Aging with a Lifelong Intellectual Disability as a federal Life Stage brings later life into the same architectural logic as Early Childhood: life stage → planning function → coordination rules → standards and funding.
The original constructs, policy architecture, and evidentiary backbone APS is advancing — not assembled from familiar ideas, but derived from a unified framework that does not yet exist in the field.
The white paper authored by APS introduces five original constructs that do not yet exist in the aging or disability policy literature under a unified architecture. Each is a genuinely new idea — not a variation on prior frameworks, not a restatement of existing policy, and not yet explored or codified in governmental action:
Systemic Aging Preparedness names a field that did not previously exist under this label, giving scattered practices across aging, disability, managed care, housing, and family support a conceptual home — and identifying systems fatigue as the problem that field is organized to solve. Naming the field is not a semantic exercise — it is the precondition for funding it, measuring it, and holding systems accountable to it.
The framework separates what is required from what is flexible: once the life stage is recognized, the family-inclusive planning function is non-optional, while the mechanisms states use to deliver that function remain adaptable to their structures — mirroring the design logic of IDEA Part C. This distinction is what makes the framework politically viable: it sets a national floor without imposing a national blueprint.
Agency is not a binary of independence versus dependence. As abilities change, support can take different forms while preserving the individual's voice, preferences, and sense of self.
The objective is not independence at all costs, nor safety at all costs. It is preserving agency across the full arc of aging.
Most states restrict HCBS waiver-funded home modifications to family-owned or participant-owned dwellings — categorically excluding adults with I/DD in provider-owned residential settings. This is the only aging population in America with no systematic aging-in-place modification pathway.
This paper proposes a dual-assessment process — evaluating the individual's aging-in-place readiness and the physical accessibility of the residential setting simultaneously. The resulting data would justify HCBS waiver amendments extending modification authority into provider-owned settings, turning a structural equity argument into a fundable, actionable pathway.
Core Indicators are the evidentiary bridge between pilot activity and federal recognition. Without a shared measurement infrastructure, the field cannot be compared, funded, or codified. Core Indicators define the domains states must demonstrate — from Individual and Family Aging Plan (IFAP) implementation and aging-focused case management to housing, caregiver supports, interagency coordination, health and dementia planning, and system outcomes.
This brief is the policy backbone of this entire site. It does not simply summarize our work — it sets out the federal architecture that Aging Preparedness Solutions is advancing.
The website offers an accessible view of that architecture. The Federal Policy Brief is where the full argument lives — for federal partners, funders, and state leaders who need the complete technical and evidentiary case.
From state variation and BADN infrastructure to a national Aging Preparedness platform.
The Aging Preparedness framework does not require states to look alike. It requires them to perform the same functions. Across four very different state structures, the same planning gap repeatedly emerges — and each state illustrates a different dimension of what building toward it looks like.
In April 2025, the New York State Office for People With Developmental Disabilities Commissioner established a formal Taskforce on Aging, explicitly linked to New York's Master Plan for Aging. The Taskforce convened in September 2025 and operates as a subcommittee of the Developmental Disabilities Advisory Council. New York's Care Coordination Organization structure — enrolling over 123,000 individuals with intellectual and developmental disabilities — provides a planning infrastructure that, with aging-specific adaptations, could serve as a managed care implementation model for the Individual and Family Aging Plan function.
California has built more Regional Center-level Aging Preparedness infrastructure than any other state — dedicated Aging Transition units, Older Adult case management units, an Aging Specialist position, a statewide Aging Services Unit established in June 2025, and a required person-centered planning template with explicit aging prompts across all 21 Regional Centers beginning January 2025. Both a statewide pilot and an LA County proof-of-concept have been proposed and have formal field support. Neither will move to implementation without dedicated funding.
Connecticut has built the most structurally durable cross-system forum of any Bridging Aging and Disability Networks state. Its Community of Practice convenes biweekly and includes the Developmental Disabilities Council, State Unit on Aging, Department of Developmental Services, Arc Connecticut, AARP Connecticut, and the Governor's Office of Policy and Management. Connecticut has also pioneered integrated supportive housing models and expanded Charting the LifeCourse tools into the aging network.
Wisconsin Family Care has served adults with intellectual and developmental disabilities alongside older adults within a single managed care structure since 2000 — now expanding to over 18,000 additional members. Wisconsin's Aging and Disability Resource Centers serve as the enrollment gateway for both populations, creating a structural proximity between aging and disability systems that most managed care states lack. The Wisconsin Board for People with Developmental Disabilities has formally called for a Blue Ribbon Commission on aging with disability — naming caregiver aging and death as a policy crisis requiring proactive planning.
Each of these states has built something real. None has yet implemented a formal Individual and Family Aging Plan function, a designated Cross-System Navigator role, or a warm handoff protocol connecting the intellectual and developmental disabilities planning spine to the aging system. In other words, each has elements of the framework — but none has yet built the conduit the Aging Preparedness framework proposes. The bridge is missing everywhere.
The Bridging Aging and Disability Networks (BADN) initiative is a federally funded, five-year campaign running through August 2026. It demonstrated something important: when aging and disability networks are given structured opportunity to work together, they build real relationships, shared language, and cross-system trust. It also revealed something equally important: relationships alone are not enough. The planning gaps, missing roles, and absent infrastructure that BADN uncovered are precisely what the Aging Preparedness framework is designed to address. The question now is whether the infrastructure BADN built will be allowed to wind down when the campaign ends — or whether it becomes the foundation for something more durable.
Our Federal Policy Brief enters at this transition point. It proposes how the infrastructure BADN built could evolve — over time and with broader uptake — into a three-phase Aging Preparedness development arc that moves from architecture building to state demonstrations to a recognized federal framework.

Define the tools and standards a competent Aging Preparedness platform would require: Individual and Family Aging Plan (IFAP) guidance, Core Indicators, workforce models, managed care adaptations, and state learning communities.
Support willing states and managed care environments in testing and refining the model through IFAP implementation, aging-focused case management, housing readiness, family navigation supports, and shared outcome data.
Use what demonstration states produce to support Administration for Community Living (ACL) guidance, Older Americans Act reauthorization, Medicaid Home and Community-Based Services alignment, national standards, and a durable federal framework for Aging Preparedness as a recognized life-stage response.
APS will support systems-level alignment with:
APS will support state-level alignment with:
Ways public systems, managed care organizations, nonprofits, and service agencies work with APS once they recognize the need.
APS operates at a level most consulting firms do not reach — working simultaneously across federal policy design, state system architecture, and organizational strategy. Three service areas define APS's practice, each distinct in form but mutually reinforcing in effect.
APS will design and advance the Systemic Aging Preparedness framework — the foundational infrastructure for a new planning era in intellectual and developmental disabilities and aging services.
APS will offer organizational strategic planning to nonprofits and service agencies across the intellectual and developmental disabilities and aging sectors — grounded in mission clarity, life-stage systems thinking, and implementation readiness.
APS will provide full-spectrum grant development services — a tangible, immediate offering for agencies seeking to fund aging preparedness work at any stage of readiness.
Every APS engagement — with public systems, funders, or providers — begins with problem framing, not a proposal. The goal of the initial conversation is to understand the system, the gap, and the readiness — before scoping any work.
A focused conversation to understand the system context, the presenting challenge, and what kind of support would be most useful — policy architecture, pilot design, or strategic planning.
A structured review of current state: existing plans, policy alignment, workforce readiness, interagency relationships, and demographic context. This produces a shared picture of where the gaps are and what the leverage points are.
A defined engagement — either a multi-year pilot architecture and implementation support contract (public systems) or a facilitated strategic planning process (nonprofits and providers) — with clear phases, deliverables, and decision points built in.
Once an engagement is scoped, work falls into one or more of six practice areas — each representing a distinct type of consulting relationship with public systems, managed care organizations, nonprofits, or service agencies.
Advancing the Systemic Aging Preparedness framework, IFAP design, Core Indicators, managed care adaptation, and the legal and regulatory path to federal codification.
Gap assessment, contract and policy standards, IFAP-equivalent planning in managed care, and workforce development for aging-IDD care management.
Pilot architecture, IFAP implementation frameworks, FRC build-out, cross-system coordination design, and replication frameworks.
IFAP-lite workflow, Cross-System Navigator role design, ADRC partnership structure, digital platform specifications, and proof-of-concept findings.
Aging-focused strategic planning for nonprofits and providers — using aging preparedness as a specialized lens within broader organizational strategy.
Funder research, LOIs, foundation proposals, federal cooperative agreement narratives, Medicaid waiver narrative support, and grant reporting.
Where the full technical architecture lives.
For readers who want the full architecture behind this site, APS maintains detailed documentation:
Aging Preparedness as a Federal Life-Stage Framework for Adults Aging with Lifelong Intellectual Disability — the foundational white paper proposing a new federal life stage.
A five-year Regional Center pilot designed as a federal prototype — generating the tools, standards, and evidence base that national codification will require.
Cross-systems architecture for I/DD aging preparedness in Los Angeles — presented to the LA County ADRC Extended Partners Meeting, May 2026.

📞 (310) 944-2845
Founder & Principal Consultant
Aging Preparedness Solutions™ LLC
Bob Erio is a California-based systems strategist, innovator, and change agent with more than 35 years of experience working across developmental disability services, aging systems, housing, healthcare, and family support infrastructure. His work centers on helping public service systems anticipate emerging realities—particularly aging—and evolve their structures, workforce, and planning models accordingly.
Bob currently serves as Chief Operating Officer of Community Integration Services, Inc., where he oversees programs serving older adults and adults with intellectual and developmental disabilities, including health-funded, community-based service models. His professional background includes senior operational leadership, cross-system redesign efforts, and direct involvement in the deinstitutionalization of California's state developmental centers through specialized, community-based and socially integrated housing development. This work spans housing policy, service system coordination, and implementation models that support aging in place and inclusive community living.
Early in his career, Bob participated in nonprofit leadership training by the Peter F. Drucker Foundation for Nonprofit Management. Peter Drucker was widely regarded as the father of Modern Management. Drucker's later focus on applying disciplined management principles to mission-driven and nonprofit organizations helped shape Bob's orientation toward clarity of purpose, prioritization, and execution. While much of the human services field appropriately emphasizes relational process and narrative, this influence reinforced Bob's belief that strong missions are best supported by concise strategy, disciplined scope, and clear separation between strategic direction and operational detail—an approach reflected in his planning and systems design work.
Through Aging Preparedness Solutions™, he works with California partners and engages national policymakers, funders, and advocates around the design and implementation of cross-system aging preparedness infrastructure.
Bob brings a creative, forward-looking perspective to systems change—combining strategic foresight with operational discipline. His approach reflects a belief that innovation and cooperation are not opposites: durable change occurs when new ideas are introduced with respect for institutional context, lived realities, and long-term accountability.
Aging Preparedness Solutions™