SDS Resources for Counties and MCOs

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Supporting self-determination & SDS

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.

Risk and liability

Direct Support Professionals and Service Providers

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

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

Reflecting on Social Roles (PDF) Self-Determination Agreement 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.”

SDS and employment

More Than Just a Job: (article) Person-Centered Career Planning

Independent advice and support for consumers using SDS

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

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.

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.

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

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).