SDS Resources for Counties and MCOs

This web page focuses on resources to help Wisconsin's counties and managed care organizations support people with disabilities who are directing their own services and supports. For additional resources that can be used directly by individuals and their families, go to SDS Resources for People with Disabilities and SDS Resources for Guardians.

Choose subject area below for more information:

Supporting self-determination and SDS

Individual Budgets

Financial questions and issues

Risk and liability

Fiscal agents and intermediaries

Interdisciplinary teams

Especially for nurses

Direct Support Professionals and Service Providers

Policies and procedures

Community

SDS and employment

SDS and housing

Independent advice and support for consumers using SDS

Quality assurance

Person-Centered Planning

Questions and issues related to directing support staff

Transition from high school

 

Supporting self-determination & SDS

• Self-Directed Supports, A Report of The Wisconsin Self-Directed Supports Cross-Unit Functional Team and the Wisconsin Self-Directed Supports Stakeholders Committee (PDF) Wisconsin Department of Health and Family Services, prepared by The Management Group, September 2006.
• Chapter HFS 10 - Policy of the WI Self-Directed benefit within Family Care.
• Consumer Direction Tool (National Council on the Aging and National Association of State Units on Aging) "The Consumer Direction Tool is designed to help consumers and policy makers determine the extent to which state home and community based service programs offer consumers opportunities to make choices and direct their services."

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Individual Budgets

• Individual Budget Worksheets - This is a sample workbook (MS Excel) from Community Living Services of Oakland County Michigan (note- this workbook contains multiple worksheets).
• Rate Development Worksheet - This is a sample worksheet (MS Excel) from Community Living Services of Oakland County Michigan.

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Financial questions & issues: working with various funding streams

• Customized Employment Q and A: Funding Consumer-Directed Employment Outcomes (Fact sheet)
• Q & A on Customized Employment: Creating a Diversified Funding Base (Fact sheet)

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Risk and liability

• Consumer Safety, Risk And Risk-Taking: A Guide For Community Long-Term Care (PDF) by Ann Pooler, Wisconsin
• Model Risk Agreement (sample form in PDF format).

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4. Fiscal agents and intermediaries

5. Interdisciplinary teams: SDS philosophy; roles & responsibilities of team members; Team building

6. Especially for nurses

Direct Support Professionals and Service Providers

• Credentialing and Qualification Packet - This is from Community Living Services of Oakland County Michigan.
• Authorized Supports and Services - This is from Community Living Services of Oakland County Michigan.

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Policies & procedures: reviews of plans; restricting SDS; grievance

• Resource Allocation Decision (RAD) Method - The RAD method was developed by the Wisconsin Department of Health and Family Services "to clarify that consumer preference is not the only determinant of Family Care services, and to provide a methodology for CMOs to balance outcomes with cost." All Family Care and Partnership programs are required to use the RAD method or similar process.
• Self-Determination Agreement - This sample agreement is from Community Living Services of Oakland County Michigan.

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Community: Utilizing community resources, community membership, and community development.

• Reflecting on Social Roles: Identifying Opportunities to Support Personal Freedom and Social Integration, by John O'Brien. This document “offers a way to identify capacities that, once developed, will expand a community’s ability to offer individualized supports that promote personal freedom and integration.”
• Sustainable Communities for All Ages: A Viable Futures Toolkit

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SDS and employment

• More Than Just a Job: (article) Person-Centered Career Planning
• Self-Determination in Employment for Persons with Significant Disabilities: Creating a Customer Directed Approach. This article was written by Melinda Nast, Norciva Shumpert, and Michael Callahan.

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SDS and housing

• A Guidebook on Consumer Controlled Housing (Minnesota) - This guidebook was developed to advance the consideration of consumer controlled housing options by people with developmental disabilities, their families, and others who help them.

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Independent advice and support for consumers using SDS

(e.g., support broker, personal agent, flexible case managers): roles; job descriptions; training; qualifications

• A Few Thoughts on Support Coordination and Self-Directed Supports (PDF) by Dennis Harkins, A Simpler Way
• My Voice, My Choice Support Broker Training (Idaho) - This is a complete on-line training program for support brokers. You will learn about self-determination, the philosophical shift that is occurring from traditional supports to a self-directed model, person-centered planning, and the ethics and professionalism required as a successful support broker.
• Supports Coordination Agreement - This sample is from Community Living Services of Oakland County Michigan.
• Supports Broker Agreement - This sample is from Community Living Services of Oakland County Michigan and includes information related to Support Broker qualifications and job requirements.
• Support Brokerage: Information Bulletin #1 (PDF): From the Missouri Partnership for Self-Directed Support.

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Quality assurance

• The Quality of Consumer-Directed Long-Term Care by Scott Miyake Geron
• A Guide to Quality in Consumer Directed Services, Scripps Gerontology Center, Miami University.

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Person-Centered Planning is an outward sign of the presence of respect for the value of all persons.

The basic beliefs at the root of the Person-Centered Planning process are that:

• All people have the right to plan lives for themselves that are personally meaningful and satisfying.
• All people have talents and strengths that they have the responsibility to develop.

• Person-centered Planning Education; (Cornell University) This site includes an overview of the person-centered planning process and a self-study course covering the basic process involved.
• Person-Centered Planning: Building Partnerships And Supporting Choices (PDF) This document provides an overview of how Person-Centered Planning.  It also includes a discussion of the values, roles and responsibilities included in California’s approach to person-centered planning.
• Person-centered planning: Revised Practice Guideline (PDF) This document provides guidance on integrating person-centered planning into Michigan’s service-delivery system.  It defines the values, principals and essential elements of person-centered planning, and discusses how it complements managed care strategies for planning for, and delivery of, supports, services and/or treatment.
• Person-centered Plan - This sample is from Community Living Services of Oakland County Michigan.

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15. Questions & issues related to directing support staff:  Employer structures (co-employer; employer of record; fiscal agents and fiscal intermediaries); rights and responsibilities of being an employer; ensuring compliance with legal requirements of employment; back-up plans; worker’s compensation insurance
    Under construction - come back soon!

Transition from high school: working with schools

• Interagency Agreement for Transition Services (PDF) Developed by Wisconsin's Department's of Public Instruction (DPI), Health and Family Services (DHFS), and the Division of Vocational Rehabilitation (DVR).

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