1. You Decide. Your Help An Introduction to Self-Directed Services LEARNING MODULE Part 1: Understanding Self-Directed Services *Part 2: Putting Self-Directed Services into Action Part 3 : Talking about Self-Directed Services Intro to SDS: Part 21

2. An Introduction to Self-Directed Services LEARNING OBJECTIVES 1.Understand the basics about self-directed services 2.Answer basic questions 3.Identify situations when this option could be used 4.Initiate steps to start services 5.Inform others about self- directed services 2Intro to SDS: Part 2

3. An Introduction to Self-Directed Services Self-directed services make it possible and easier for people to get the right kind of help to live at home. Above all, they provide a way for individuals and their family caregivers to continue doing the things that matter most. 3Intro to SDS: Part 2

4. Part 2: Putting Self-Directed Services into Action TOPICS DISCUSSED 1.Review Self-Directed Services 2.Introduction to the roles of the Support Planner and Fiscal Support Entity; and 3.The 6 Steps to the Self-Directed Services Process. 4Intro to SDS: Part 2

5. Review – What are Self-Directed Services? 5Intro to SDS: Part 2

6. Self-Directed Services Process 6 Intro to SDS: Part 2

7. Self-Directed Services Process 7 STEP 1: Determine Needs and Preferences Discuss what matters most to the person Where do they want to live? What does a good day look like? What could make it better? Intro to SDS: Part 2

8. Use Person-Centered Approach for Customization of Services and Supports What is important TO the person vs. what is important FOR the person The person – not the professional – is the expert The person visualizes and directs resources 8 Intro to SDS: Part 2

9. Self-directed Services Process 9 STEP 2: Decide budget amount and source Does the individual qualify for public programs? Can they cost-share? What private funds can they use? Intro to SDS: Part 2

10. Primary Funding Sources for Spending Budgets 1.Private dollars 2.Title III funds 3.Veteran Health Care System 4.Long Term Care Insurance 5.Medical Assistance HCBS Waivers and Alternative Care Program 10 Intro to SDS: Part 2

11. Self-Directed Services Process 11 STEP 3: Write spending budget and identify workers Use spending budget template Identify workers & purchases Determine pay rates, tasks, back-up staff, work schedule, hours, payroll taxes, training, ongoing support planning costs, cost of supplies, cost of home and vehicle modifications Intro to SDS: Part 2

12. Self-Directed Services Process Step 4: Select and connect with an FSE Fiscal Support Entities help individuals with: The employment and payment of direct support workers; Paying vendors and suppliers, and The billing and bookkeeping of self- directed service funds 12 Intro to SDS: Part 2

13. Self-Directed Services Process 13 STEP 4: Select and connect with FSE What is their service? What are their fees? What is their payroll process and schedule? Intro to SDS: Part 2

14. Self-Directed Services Process 14 STEP 5: Finalize the spending budget with FSE Finalize budget calculations Learn about processing new employees Discuss tentative timeline for starting services and employees Intro to SDS: Part 2

15. Self-Directed Services Process 15 STEP 6: Employ workers & get ready to start work Work tasks, schedule, job description, training discussed with worker FSE notified of workers to be hired Training is delivered to new employees Make/arrange for other purchases within budget Intro to SDS: Part 2

16. Skills Practice Using the handout – “Self-Directed Services Initial Process” diagram, practice describing to another person the process for using self- directed services. 16 Intro to SDS: Part 2

17. You have now completed Part 2: Putting Self-Directed Services into Action. Please proceed to Part 3 to complete this learning module, “An Introduction to Self-Directed Services.” An evaluation and certificate will be emailed to you when you have completed all three parts to this E-learning module. Thank you for participating. 17 Intro to SDS: Part 2