Self-Directed Services Overview

Background

  • The Department of Developmental Services is establishing a Self-Directed (SD) Services program.
  • SD Services will be based on the following values/principles:
    • Freedom - to plan a life with necessary supports.
    • Authority - to control a finite sum of dollars.
    • Support - to arrange resources and personnel to assist with living in and becoming a part of the community.
    • Responsibility - to accept a valued role in the community and to be accountable for spending public dollars.
    • Confirmation - to recognize the importance of leadership of self-advocates in the Self-Directed Services program.
  • Self-Directed services principles have a documented program history of success as reported by pilot participants:
    • Improved relationships with family members.
    • More positive interactions with other people.
    • Increased involvement and interaction in the community.
    • Improved qualities in work or day activities.
    • Families and individuals with developmental disabilities are responsible in their use of public funds.
  • The SD Services program anticipates including an Independence Plus (IP) Waiver that will provide federal funding for the program.

Program Attributes

  • Anticipates an IP Waiver for Federal Fund Participation (FFP) of participants who are Waiver eligible.
  • General funds available for participants who are not IP Waiver eligible.
  • Provides participants with an individual budget to be used for needed services and supports in non-congregate settings.
  • Assigns control of funds allocated for the individual budget to the participants.
  • A "risk pool" will be available to manage a participant's "unanticipated" needs.
  • Allows for participant choice in selecting qualified service providers.
  • Offers two unique participant services and supports: Financial Management Services (FMS) and supports brokerage.
  • Provides for a well-designed, comprehensive quality management system.
  • Participation is voluntary for participants.

Enrollment Criteria

  • Must have a developmental disability.
  • Must receive services in "non-congregate" settings only.
  • Must be age 3 or older.
  • Must be willing to accept terms and conditions of the program:
    • Undergo an in-depth orientation to the Self-Directed Services program.
    • Agree to utilize the services and supports available within the Self-Directed Services program only, except for Medi-Cal state plan benefits.
    • Accept and manage within the individual budget amount that has been established on his/her behalf.
    • Employ the services of a Financial Management Services entity for the purposes of payroll, disbursement of funds, and related duties, pursuant to the participant's approval.
    • Utilize Supports Brokerage Services in planning, developing and implementing the Individual Program Plan (IPP).

Stakeholder Aspects

Participants

  • Participant-directed, person-centered planning process.
  • Freedom and responsibility to control and direct his/her services and supports.
  • Extensive training available regarding services, individual budget development, hiring, supervising, and managing service providers.
  • Services and supports available from a set of new services defined to assist participants in planning and implementing their Individual Program Plan (IPP), utilizing funding from his/her individual budget allotment.
  • Supports brokerage services available to assist the participant in the person-centered planning process and in identifying, developing and negotiating customized services.
  • Supports brokerage services available to provide training and assistance to participants in recruiting, hiring, supervising, and managing service providers.
  • Individual assistance available by a Financial Management Services entity for managing the individual budget and for maintaining employer payroll responsibilities.
  • A monthly report provided by the FMS, showing real and estimated expenditures and the amount remaining in the individual budget.
  • Criminal background checks initiated by the FMS to be made available at the request of and at no cost to the participant.
  • Assistance of a FMS provider for timely payment of services as needed.
  • Regional center service coordinator, in conjunction with the participant, to reach agreement and complete the IPP.
  • RC service coordinator to provide risk and safety management and technical assistance and training on IPP implementation.
  • RC service coordinator to document and collect data to monitor service quality.
  • Individual budget amount equivalent to 90%, in the aggregate, of total purchase of services.
  • Enrollment availability limited during the first 5 years.

Regional Centers (RC)

  • Training to be provided to RCs prior to implementation.
  • Supports brokers and FMS to complement existing RC staff.

Service Providers

  • Provides new job opportunities in RC service delivery support brokers and FMS.
  • Training and program materials to be developed by the Department of Developmental Services and given to participating RC's for their use with local providers.
  • Existing service providers may customize services for participants and families to ensure that the provision of services are available, only in non-congregate settings.
  • Vendorization is required for one service, the FMS.