Checklists

Are you looking to develop resources for a Veteran-directed HCBS program? Find materials developed for Southern Maine’s program, including a marketing brochure, a detailed guidebook defining concepts such as self-direction and financial services, forms and instructions for emergency backup, safety and prevention strategies, care plan development and budget worksheets, and detailed information and forms to help veterans in their role as an employer.

AoA has released a toolkit that provides the Aging Network and its partners with a replicable and easy-to-use method for providing services for any diverse community. The toolkit consists of a four-step process and a questionnaire that assists professionals, volunteers and advocates with every stage of program planning, implementation and service delivery for older adult communities, their families and caregivers.

Listen to a recording of a webinar presenting strategies for program administrators to consider as they determine how to provide FMS in their Community Living and Veteran Directed programs. Topics include how to decide on a model of FMS, whether to contract for Financial Management Services, provide them "in-house" at the AAA, or use a hybrid approach. Accompanying tip sheets and documents are included.

Are you looking for ways to improve the quality of person-centered plans? This manual was developed to help improve the facilitation process around PCP. Most of the information uses the foundation of Personal Futures Planning, and the training provides an overview of the fundamental concepts and principles underlying this approach to planning. The manual is intended to be used as a resource in training programs.

Are you looking for a toolkit that provides practical guidelines, recommendations and checklists to enhance the capacity to create and sustain partnerships with individuals with disabilities? This toolkit presents ideas, techniques and mechanisms that may be useful to state policymakers in developing and establishing working partnerships with consumers.

Part of the Cash & Counseling effort, IndependentChoices is a Medicaid program that allows the consumer to direct their own personal assistant services. Because Arkansas was the first state to have a program like this, their experiences and materials are a good resource for other states looking to implement similar programs. This handbook was created as an introduction for new enrollees. Also see samples of their marketing materials: Brochure, Appointment Card template and Decal.

This list of approved and prohibited purchases was created for Rhode Island's PersonalChoice program.

This presentation was given at the 2007 Government & Vendor Fiscal/Employer Agent Workshop. Susan Flanagan provided a definition of a reporting agent and present IRS’ current position on Government and Vendor F/EAs using RAs. PayChoice’s Chris Murray and Tom Gannon describe the federal requirements for RAs providing payroll processing services for Government and Vendor F/EAs and how state taxation agencies view these entities. A checklist for selecting reporting agents is also provided.

The purpose of the review is to determine whether essential participant-directed program components are in place and to identify areas where assistance may still be needed. Review a presentation and audio archive to understand expectations. Also included is a consumer experience flowchart which describes the criteria sites must meet in order to be approved to deliver VDHCBS.

How do consumers interactions with agencies change when an ADRC is added to the community. The following two examples show how consumer’s flow before and after implementation. Refer to the descriptions and diagrams from Texas, one from Lubbock County and the other from Harris.