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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

Risk and liability

Direct Support Professionals and Service Providers

Policies and procedures

Community

SDS and employment

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

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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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Risk and liability

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Direct Support Professionals and Service Providers

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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 (PDF) 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.”

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SDS and employment

Independent advice and support for consumers using SDS
(e.g., support broker, personal agent, flexible case managers): roles; job descriptions; training; qualifications

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Quality assurance

  • Quality Standards for Support Brokers (Dane County, WI) - The purpose of this guide is to document the shared understanding of Dane County Adult Community Services and the Support Broker Coalition of the current role and best practices for Support Brokers.

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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.
  • Solution Circles (Inclusion Network) - This is a short and powerful tool that is effective in getting "unstuck" from a problem. Solution Circles are tools of "community capacity".
  • Essential Lifestyles Planning Forms (Delaware) - Essential Lifestyle Plan Personal Profile and Essential Lifestyle Plan Workbook templates.
  • Tools to learn about PATH planning (Inclusion Press) - A list of recommended books and videos regarding PATH planning.

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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

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Transition from high school: working with schools

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