Self-Determination Program

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Self-Determination Program

A Step-by-Step Guide for Clients

WHY THE GUIDE?

Navigating a new program can sometimes make us feel lost. This series includes a collection of checklists to guide you on your path to enrollment.

NEED MORE INFORMATION?

Valerie Bane, SDP Specialist [email protected]

READY TO START?

Contact Your Service Coordinator

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Enrollment Process at a Glance

SDP empowers individuals to have more control in developing their service plans and selecting service providers to better meet their needs.

 Attend an Orientation

 Create a Person-Centered Plan

 Select an Independent Facilitator

 Get the Budget Certified

 Select a Financial Management Service Provider

 Build a Spending Plan

 Select and Hire Service Providers

 Complete Paperwork with the Financial Management Service Provider

 Attend the Final Individual Program Plan Meeting

 Begin Services on the First Day of the Following Month

Self-Determination Program

A Step-by-Step Guide for Clients

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Step 1 Orientation

This meeting kicks off the many opportunities you will have to become well-informed about the receiving services under the Self-

Determination Program.

During the orientation, you will hear, in detail, information about the program. The goal is to assist you in discovering not only the

opportunities but also the increased

responsibilities involved in accepting more control over coordinating your services.

Understanding this information will help individuals decide if the Self-Determination Program might be a good option for them.

Registration is Required

Please visit the Self-Determination Program page of our website to register in advance for the orientation.

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Step 2

Person-Centered Planning (PCP)

 Select a Person-Centered Planner

Inform your Service Coordinator of your choice

 Conduct Pre-Planning for Your Meeting Invite trusted members of your circles of support.

Designate one of the attendees to document the brainstorming session and prepare the final plan.

 Hold Person-Centered Planning Meeting Ask yourself the following questions:

 What are your hopes and dreams?

 What is most important?

 What is working / not working with your current support?

 Are there any unmet needs?

 What goals do I have for myself?

 What do I need to achieve those goals?

 Develop Written Person-Centered Plan Document the services and support needed to experience life on your terms.

 Submit the Person-Centered Plan to Your Service Coordinator

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Step 3

Independent Facilitator (IF)

The individual in This Role May Assist with Some or All of the Tasks Below.

 Make Informed Decisions Regarding the Spending Plan

 Locate, Access and Coordinate the Services and Supports in Your Individual Program Plan

 Identify Your Needs and Find Service Providers and Options to Meet those Needs

 Lead, Participate or Advocate on Your Behalf During the Person-Centered Planning process and the Development of the Individual Program Plan

An Independent Facilitator MUST:

 Receive Training in the Principles of Self- Determination Program

 Not Provide Any Other Services for You

An Independent Facilitator MAY:

 Be Paid from Your Individual Budget

 Be a Service Coordinator

 Be a Family Member

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Step 4

Individual Budget

 Ask Your Service Coordinator to Provide You with the Amount of Funds That Were Spent on Your Services in the Last 12 Months

 Determine If Any Adjustments Need to Be Made for Unmet Needs

 To Determine if the Amount of Funds in Your Budget Can Be Re-Evaluated, Confirm

Whether or Not One of the Approved Conditions Exists

 Unmet Need:

If there was a needed service in your IPP was not used or not addressed in the Individual Program Plan, then it can be considered for inclusion in the individual budget.

 Change in Circumstance:

If you experience a life change that is accompanied by a change in needs, then it can be considered for inclusion in the budget

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Step 5

Financial Management Service Provider (FMS)

 Consider the Different FMS Models Ask Yourself: “Will I have employees?”

 BILL PAYER: If the Answer is “NO,” Then Consider This Model

 SOLE EMPLOYER: If the Answer is “YES,”

and You Want Full Authority over Your Employees, Then Consider This Model

 CO-EMPLOYER: If the Answer is “YES,”

and You Want to Share the Responsibility of Being an Employer, Then Consider This Model

 Interview Different FMS Providers

 Select Your FMS Provider and Inform Your Service Coordinator

 Interview Service Providers and Staff You Want to Hire (if appropriate)

 Work with Your FMS Provider Representative to:

 Conduct Formal Background Checks for All Personal Care Staff

 Sign Agreements with All Providers

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Step 6

Spending Plan

 Requirements

All Services and Supports within the Spending Plan Must Support Choice and Inclusion and Meet HCBS Guidelines.

Service Providers May Be Vendored or Non-Vendored with the Regional Center.

 Developing the Plan

Consider the following when determining how the funds will be used:

 Identify the Service Needs Which Are Identified in the Person-Centered Plan and documented in the Individual Program Plan

 Identify All Generic Resources

 Identify the Parameters of Each Service (including What, How Long, How Often

and the Cost)

 Select Your FMS Provider and Model

 Conduct Your Spending Plan Meeting with Your Support Team

Meet with Your Service Coordinator, FMS Representative and, if Selected, Your Independent Facilitator to Develop the Structure of the Spending Plan

 Submit the Spending Plan to the North Bay Regional Center for Review Approval to Ensure HCBS Compliance Self-Determination

Program

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Step 7

Individual Program Plan (IPP)

 Select and Hire Your Service Providers

 Provide the Financial Management Service Provider with Potential Employees Profiles to Ensure That All Criminal Background Checks Are Completed

 Complete Enrollment Paperwork with the Financial Management Service Provider

 Finalize Your Individual Program Plan with Your Service Coordinator

Self-Determination Program