Participant-Direction General Resources

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Developing and Implementing Self-Direction Programs and Policies: A Handbook

Source: National Resource Center for Participant Directed Services
This Handbook was developed by the staff at the Cash and Counseling Program Office to provide state staff, policymakers, service providers, program participants, and other stakeholders with a single comprehensive source of information about self-direction programs and policies.
(External Link) Caption: National Program Office for Cash & Counseling
(PDF)
Associated Date: May 04, 2010

Cash and Counseling National Program Office at Boston College

Source: Boston College
Cash & Counseling is a national program sponsored by The Robert Wood Johnson Foundation (RWJF), the Office of the Assistant Secretary for Planning and Evaluation in the United States Department of Health and Human Services (ASPE/DHHS), and the Administration for Community Living (ACL).

The website for the National Program Office includes resources and publications related to Cash & Counseling, including research findings, operating manuals, and examples of RFPs for fiscal management services.
(External Link)
Updated May 10, 2012

2009 AoA/VA Meeting

Source: various presenters
Presentation slides and documents discussed during the February 2009 Aging Network and Veterans Health Administration Meeting held in Boston, MA.
(Powerpoint) Caption: Opening- Bob Hornyak and Lori Gerhard's presentation from the opening session (PPT)
(Powerpoint) Caption: Setting the Stage for VD-HCBS - Presentation by Lynn Kellogg (PPT)
(Powerpoint) Caption: Setting the Stage for VD-HCBS - Presentation by Ellen Mahoney (PPT)
(Powerpoint) Caption: Setting the Stage for VD-HCBS - Presentation by Joseph Zimmerman (PPT)
(Powerpoint) Caption: VD-HCBS Program Elements - Presentation by Lisa Alecxih and Tim Engelhardt (PPT)
(Powerpoint) Caption: VD-HCBS Program Elements - Presentation by Kevin Mahoney (PPT)
(Powerpoint) Caption: Making the Program Work - Presentation by Patrick Brady (PPT)
(PDF) Caption: Opening- Bob Hornyak and Lori Gerhard's presentation from the opening session (PDF)
(PDF) Caption: Setting the Stage for VD-HCBS - Presentation by Lynn Kellogg (PDF)
(PDF) Caption: Setting the Stage for VD-HCBS - Presentation by Ellen Mahoney (PDF)
(PDF) Caption: Setting the Stage for VD-HCBS - Presentation by Joseph Zimmerman (PDF)
(PDF) Caption: VD-HCBS Program Elements - Presentation by Lisa Alecxih and Tim Engelhardt (PDF)
(PDF) Caption: VD-HCBS Program Elements - Presentation by Kevin Mahoney (PDF)
(PDF) Caption: Making the Program Work - Presentation by Patrick Brady (PDF)
(PDF) Caption: Individual Budgeting Handout - A brief description and pros and cons of various methods for individual budgeting
(PDF) Caption: Q&A - Questions and answers addressing outstanding policy issues related to VD-HCBS that were raised at the meeting
Associated Date: February 2009

Starting Financial Management Services in CLP & VDHCBS: Strategic Considerations

Source: Mollie Murphy, NRCPDS
This June 2, 2010 webinar presented strategies for program administrators to consider as they determine how to provide Financial Management Services in their Community Living and Veteran Directed HCBS programs. Topics include how to decide on a model of FMS (Agency with Choice or Fiscal/Employer Agent?), whether to contract for Financial Management Services, provide them "in-house" at the AAA, or use a hybrid approach. The call also explores two methods for procuring Financial Management Services.
(Internal Link) Caption: Webinar Recording • File type: .wmv
(Powerpoint) Caption: Webinar Slides- PPT
(PDF) Caption: Call Notes
(PDF) Caption: Webinar Slides- PDF
(PDF) Caption: Which Model of FMS Is Right for Your Program? - A tool to determine the best-fitting model of FMS for your program
(PDF) Caption: FMS Pre-Procurement Tip Sheet for developing an FMS procurement plan
Associated Date: June 02, 2010

Older Americans Act and Participant-Direction Call Notes

Source: Technical Assistance Exchange
On May 6, 2010 Bob Hornyak of AoA, Deborah Kuhn of AoA and Tim Engelhardt of the TAE discussed the usage of Older Americans Act funds for participant-directed services.
(Word)
(PDF)
Associated Date: May 06, 2010

Participant Direction Innovation Grants RFI

Source: The National Resource Center for Participant-Directed Services
The purpose of this RFI is to seek information that will assist the NRCPDS, in making an informed decision on which organizations it will solicit full proposals from in order to develop and implement an innovative practice or model that promises significant positive impact for participant direction and that can be replicated elsewhere.
(PDF)
Added May 20, 2010

Texas VD-HCBS Materials

Source: Texas
Resources from Texas VD-HCBS Programs in Dallas (Tarrant County AAA) and Central Texas.
Central Texas ADRC: VDHCBS Participant Guidebook for participants in the VD-HCBS program (general information about the program and many state-specific forms and documentation); Agency Culture Change presentation from 2010 National Meeting
Tarrant County AAA: VD-HCBS assessment tools (Sep 2011)
(Powerpoint) Caption: Central TX - "Transition to Participant Direction- Making Agency Culture Change Work" presentation by Thomas Wilson and Anna Hauser at the 2010 National Meeting (PPT)
(PDF) Caption: Central TX - "Transition to Participant Direction- Making Agency Culture Change Work" presentation by Thomas Wilson and Anna Hauser at the 2010 National Meeting (PDF)
(PDF) Caption: Tarrant County - Consumer Needs Assessment Questionaire
(PDF) Caption: Tarrant County - Instructions for Completing a VD-HCBS Needs Assessment
(PDF) Caption: Tarrant County - Tiered Model Example
(Word) Caption: Central TX - Service and Support Plan, Budget and Worksheets - Part 1
(Word) Caption: Central TX - Service and Support Plan, Budget and Worksheets - Part 2
(Word) Caption: Central TX - Information Sheet - Emergencies
(Word) Caption: Central TX - Information Sheet - Employment Application
(Word) Caption: Central TX - Information Sheet - Sample Employer Forms
(Word) Caption: Central TX - Information Sheet - Training Workers
(Word) Caption: Central TX - Information Sheet - Writing Your Job Ads
(Word) Caption: Central TX - Personal Care Worker Job Description
(Word) Caption: Central TX - VDHCBS Participant Guidebook
Associated Date: December 08, 2010

Arkansas CLP Consumer Narratives and Testimonials

Source: Arkansas CLP
Arkansas' Community Living Program provides short vignettes of the consumers served in the community through CLP. Letters of thanks are also included.
(Word)
(PDF)
Added February 2, 2010

Michigan CLP Participant Direction Tool

Source: Michigan
This tool connects demonstrates how participants can identify their desires and preferences as they move through the person-centered planning process. It is to educate both participants and professionals.
(PDF)
Updated December 15, 2009

New Hampshire's Transitions in Caregiving Participant Guide

Source: New Hampshire CLP
The Transitions in Caregiving program in New Hampshire is designed to give family caregivers more control over how they receive respite and other services. This Participant Guide is given to caregivers who are involved in the project.
(PDF)
Updated September 25, 2009

Illinois MFP Debit Card Documents for Participant-Directed Services

Source: Illinois Money Follows the Person Program
The Illinois Money Follows the Person Demonstration utilizes pre-paid debit cards in their participant-directed program. These documents describe the program's approach and were referenced on the September 2009 CLP TA Call.
(PDF) Caption: Description of Bridge Bank Cards
(PDF) Caption: Bridge Bank Card Requisition Form and Checklist
(PDF) Caption: FAQs on Bridge Bank Cards
Associated Date: September 09, 2009

Debit Cards for Participant Purchases in Community Living and Veterans-Directed Home and Community Based Services Programs

Source: National Resource Center for Participant-Directed Services
The following resources relating to the use of pre-paid debit cards in participant directed programs were provided by the National Resource Center for Participant-Directed Services as part of the September 2009 monthly CLP TA call.
(PDF) Caption: Pre-Paid Debit Card Chart
(PDF) Caption: Proposed Pre-Paid Debit Card Procedure
Associated Date: September 03, 2009

Presentation on Risk Management in Participant Directed Programs - June 2009 Monthly Call

Source: NRCPDS, Technical Assistance Exchange
This presentation by Suzanne Crisp of the National Resource Center on Participant-Directed Services describes strategies for risk management in participant-directed programs like VDHCBS or Cash and Counseling.
(Powerpoint)
(PDF)
Associated Date: June 17, 2009

GA NHD - Person Centered Programs The Future of Aging Services Presentation

Source: Georgia
This presentation, created by Georgia, explains elements of self-direction in various programs and discusses lessons learned in support options.
(Powerpoint)
(PDF)
Added May 17, 2009

Consumer Choice, Risk and Homecare - Massachusetts

Source: Elder Services of Merrimack Valley, MA
This May 2008 presentation by Mary DeRoo of the Elder Services of Merrimack Valley in Massachusetts describes the risk management system they use that manages risk while maximizing consumer choice and control.
(Powerpoint)
(PDF)
Associated Date: May 2008

Self-Directed Support System Overview, Consumer Direction Workshop - 2009 AoA/VA Meeting

Source: TAE, Boston College
This 3 page document lists the support activities and the entity responsible for performing the task. It was used as a resource during the Consumer Direction Workshop breakout session at the AoA/VA Meeting held in Boston in February 2009.
(PDF)
Associated Date: February 25, 2009

Pre-Procurenment of FMS Tip Sheet, Financial Management Breakout - 2009 AoA/VA Meeting

Source: TAE, Boston College
Before starting the procurement process for Financial Management Services (FMS), consider developing a pre-procurement plan. This handout outlines the process and was used during the FMS breakout session at the AoA/VA Meeting held in Boston in February 2009.
(PDF)
Associated Date: February 25, 2009

FMS Functional Requirments Toolkit, Financial Management Service Breakout - 2009 AoA/VA Meeting

Source: TAE, Boston College
This tool lists some requirements that providers of Financial Management Services (FMS) must have or may choose to have. It was used as handout at the Financial Management Services breakout session at the AoA/VA Meeting held in Boston in February 2009.
(PDF)
Associated Date: February 25, 2009

Consumer-Direction Module Handout, Consumer Direction Workshop Breakout - 2009 AoA/VA Meeting

Source: TAE, Boston College
This handout overviews the goals and objectives of a consumer direction module. It was used during the Consumer Direction Workshop breakout session at the AoA/VA Meeting held in Boston in February 2009.
(PDF)
Associated Date: February 25, 2009

Implementation of Consumer-Directed Services for Persons With Intellectual or Developmental Disabilities

Source: hcbs.org
This research brief summarizes the results of a national study on the status, implementation, and degree of consumer control across states.
(External Link) • File type: web
Updated April 22, 2009

Setting the Stage for VDHCBS, Wilson Presentation - 2009 AoA/VA Meeting

Source: TAE
This is Mary Wilson's presentation from the Setting the Stage for VDHCBS session at the AoA/VA Meeting held in Boston in February 2009.
(Powerpoint)
(PDF)
Associated Date: February 24, 2009

Setting the Stage for VDHCBS, Ditto Presentation - 2009 AoA/VA Meeting

Source: TAE
This is William Ditto's presentation from the Setting the Stage for VDHCBS session at the AoA/VA Meeting held in Boston in February 2009.
(Powerpoint)
(PDF)
Associated Date: February 24, 2009

Financial Management Services Workshop, Grotpeter Presentation - 2009 AoA/VA Meeting

Source: Boston College
This is Mollie Grotpeter's presentation for the Financial Management Services Workshop breakout session at the AoA/VA Meeting held in Boston in February 2009.
(Powerpoint)
(PDF)
Associated Date: February 25, 2009

Financial Management Services (FMS) 101

Source: NRCPDS
This is an introduction to financial management services (FMS) for participant self-direction programs. It was originally presented on a Technical Assistance call on January 14, 2009.
(Powerpoint)
(PDF)
Associated Date: January 14, 2009

A Guide to Quality in Consumer Directed Services

Source: Scripps Gerontology Center, Miami University
This guide is designed to provide states and programs involved in consumer-directed services with a practical handbook on ensuring and improving the quality of services. This guide is based on a philosophy that the views of the major program stakeholders consumers, families, program staff, regulators, funders are the necessary starting point for the design of a quality system.
(PDF)
Associated Date: May 2004

Cash and Counseling Final Report

Source: Mathematica Policy Research
This is the final report on the original Cash and Counseling demonstration. It summarizes the findings from five years of research by Mathematica Policy Research, Inc. on how each of the three demonstration states implemented its program, and how the programs have affected the consumers who participated, the consumers’ paid and unpaid caregivers, and the costs to Medicaid.
(PDF)
Associated Date: August 2007