**2. Materials and Methods**

The COMPASS research program began formally in 2011 as a research project within the Oregon Healthy Workforce Center, a Center of Excellence in *Total Worker Health*® (NIOSH U19OH010154). Over the life of the program, all COMPASS research procedures have been reviewed and approved by the Oregon Health & Science University Human Subjects Institutional Review Board. Research partners include the Service Employees International Union Local 503 and the OHCC. After supporting initial development and evaluation research, both the union and the OHCC continued support for the intervention's translation into practice, with the OHCC as the ultimate adopting organization. The OHCC is housed within Oregon's Department of Human Services as a component of state-supported Services for Seniors and People with Disabilities. The OHCC is charged with defining qualifications for HCWs and other caregivers who provide services for consumers who qualify for publicly funded care. These HCWs work as independent contractors without a supporting home care agency, supervisor, or co-workers, and are employed directly by their clients who are referred to as "consumer-employers." The OHCC operates a training system offering over 20 course topics for HCWs and personal support workers throughout the state, manages a registry to match workers with consumer-employers (or consumer-employers with workers), and serves as the employer of record for collective bargaining with the union.

The original three-year long COMPASS research project [21] included intervention development followed by a pilot study [22] and cluster RCT [10]. The original trial design involved baseline, 6 month, and 12 month measurements. Participants were recruited from among the population of HCWs caring for consumer-employers who qualified for publicly funded home care services through the OHCC managed system. As the RCT was underway, the Oregon Healthy Workforce Center applied for and was awarded an additional two years of funding. In that extended two-year agenda an additional follow-up measurement was added (≈24 months post-baseline), as well as qualitative research focused on caregivers' experiences at work and in the COMPASS program [2]. Further research was planned to conduct interviews with leaders and workers at private home care agencies to inform future dissemination in that industry segment. However, when the opportunity arose to adapt and potentially disseminate COMPASS within the OHCC training system, dissemination aims with private agencies were postponed and the intervention was adapted and piloted for dissemination in the Commission's training program. Translation and dissemination efforts continued after research grant funding for COMPASS ended in 2016. Further adaptation of the intervention materials and process was completed with financial support from the Commission and the Oregon Institute of Occupational

Health Sciences at Oregon Health & Science University. In the Fall of 2017 COMPASS was added to the OHCC's training system as a paid course offering for workers. Below we describe the methods for each phase of the COMPASS research with an emphasis on how intervention materials and processes were adapted, piloted, and translated into practice.
