State/Agency Information

The purpose of this document is to assist government program agencies who wish to contract with Vendor F/EAs who have separate FEINs to file certain federal tax forms for individuals they act as agent for.

This form was developed for the Flexible Choices program to request payments for services, goods and cash.

How well is the state of Indiana’s Information Network (BIN) program satisfying participant needs? Funded in part, by the Indiana Medicaid Infrastructure Grant, BIN was set up to create a network between all the benefits counselors and providers to improve the use of federal and state work incentives. By exploring the number of cases per region, as well as work incentives used and recommended, this survey could serve as a guide for other states, with similar goals.

This spreadsheet was developed for Vermont's Flexible Choices program and it allows you to put in the basic client demographics as well as the key elements to their budget development and then automatically creates the other forms you need to complete a budget. Included are: the Intake Sheet, the Budget Sheet, the Allowance Form, and a Rate Calculator.

The West Virginia Bureau of Senior Services developed this communications plan for their Cash & Counseling project. The plan includes information on an internal and external scans, messaging, communications activities, and a timeline.

This Provider Resistance Toolkit includes: Tips on working with providers, a template letter for providers, template frequently asked question document, template Power Point presentation, sample case management references, graphic: Consumer and Provider tasks in consumer-directed services and basic components, and a sample presentation: Self-direction: What to look for from the federal, state and provider perspectives.

This is an analytical tool developed in 2009 by the National Consortium for Health Systems Development (NCHSD), in collaboration with CMS, to help states determine if they are eligible for a Medicaid Infrastructure Grant (MIG). This tool also includes links to more detailed information found in the 2008 MIG Solicitation document.

This toolkit was developed to help Cash & Counseling grantees develop their communications materials. The toolkit includes templates for a press release, a FAQ sheet, an Op-Ed letter, and a letter to eligible consumers.

One of the greatest challenges, and greatest hopes, for consumer direction as a service option is to integrate this approach into existing case-managed programs. This chapter was part of Consumer Voice and Choice in Long-Term Care and it explores the issues faced when consumer direction and case management are integrated.

States are increasingly interested in the individual budget model for older Medicaid beneficiaries as a mechanism to improve responsiveness of benefits to beneficiaries’ needs and preferences and to increase their ability to remain outside or leave nursing homes. This report describes 10 operating individual budget model programs that serve older persons and identifies four areas of program design that are of particular importance to the success of the individual budget model.