Resources

Applied Self-Direction created this decision tree to help entities determine if a self-direction employer and employee are covered for paid leave under the Families First Coronavirus Response Act (FFCRA).
This calculator can be used to estimate costs of Paid Sick and Paid Family and Medical Leave Act (FMLA) time and tax credits tax credits to pay for Paid Sick and Paid FMLA time. Please note the employer tax costs are not exact due to changing... read more
In early April 2020, Applied Self-Direction held a two-part member webinar on Paid Emergency Sick and Paid Family and Medical Leave Act (FMLA) for Self-Direction in the Families First Coronavirus Response Act (FFCRA). Part 1 of the webinar covered:... read more
In response to the current coronavirus crisis, the Centers for Medicare and Medicaid Services (CMS) is currently encouraging states to expand or adopt self-direction in its Appendix K: Emergency Preparedness and Response Instructions for 1915(c)... read more
Download (85.28 KB)
On March 18, 2020, the President signed into law the Families First Coronavirus Response Act. Applied Self-Direction created this document to explain what we know about the Act as it relate to self-direction and what we are still determining. 
Download (160.49 KB)
One of the many challenges associated with the coronavirus is that direct care may not be able to be provided as it normally is. Applied Self-Direction created this resource for programs considering program design changes in response to the COVID-19... read more
Download (161.67 KB)
Applied Self-Direction has been working closely with our members in states, Managed Care Organizations (MCOs), and Financial Management Services (FMS) organizations as they respond to COVID-19. This resource lists our members’ reported measures and... read more
Download (196.85 KB)
This resource lists each state with state-wide Shelter-in-Place orders, the state’s current law and executive orders, and how the order affects homecare workers and Financial Management Services (FMS) in self-direction. Currently, the majority of... read more
Download (366.39 KB)
Given the number of states issuing Shelter-in-Place orders requiring non-essential workers to stay at home during the coronavirus outbreak, we created a template identification badge and letter for Financial Management Services (FMS) organizations... read more
Download (15.16 KB)
Download (12.41 KB)
As of February 2020, fifty-one states and territories have been granted a good faith exemption from the Centers for Medicare & Medicaid Services (CMS) and have until January 1, 2021 to prepare for EVV implementation without incurring FMAP... read more
Download (276.75 KB)
States were given until November 30, 2019 to submit Electronic Visit Verification (EVV) good faith effort exemption requests to the Centers for Medicare & Medicaid Services (CMS). The vast majority of states and territories have received... read more
Download (614.31 KB)
Download (276.75 KB)
Chanda Hinton, Executive Director of Chanda Plan Foundation and consumer director of her own personal care, led this member-only webinar on the impact of data. Chanda’s personal data on utilizing integrative healthcare to impact her own personal... read more
On January 16, 2020,  the US Department of Labor (DOL) released its long-awaited Final Rule to update and revise DOL's interpretation of joint employment under the Fair Labor Standards Act (FLSA). The primary intent of the Final Rule is to "promote... read more
Download (526.04 KB)
During this member-only webinar, Nina Sperber, PhD, Health Science Research Specialist at the Durham VA Health Services Research & Development Service, shared how research methods reveal factors that make a difference for successfully starting... read more
Member-only brass tacks payroll updates from January 2020.
During this member-only webinar, Marsha Unruh,Program Manager for the Veteran In Charge program at The Independence Center, shared how and why the Veteran in Charge program in Colorado Springs got started. Members heard about the current state of... read more
In December 2019, we held a member-only webinar, Self-Direction and Competitive Integrated Employment. During this webinar, attendees heard from a self-directing individual and his job coach who supports him at his job in the community. Alison... read more
In December 2019, Applied Self-Direction held a Preparing for Year-End 2019 Training webinar for FMS providers in self-direction. The training covered: New in 2020: What you need to know about the changes to Form W-4 Proper procedures for Form 941... read more
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
Download (135.97 KB)
In accordance with the Cures Act, states have until November 30, 2019 to submit electronic visit verification (EVV) good faith effort extension requests to the Centers for Medicare & Medicaid Services (CMS). This chart summarizes the EVV good... read more
Download (482.97 KB)
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
Download (119.58 KB)
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
Download (116.8 KB)
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
Download (117.72 KB)
Member-only brass tacks payroll updates from September 2019.
Ellen Mahoney, Associate Professor at Boston College, coauthored an article in the Special Issue of the Journal of Gerontological Social Work titled, “I’m just trying to cope for both of us”: Challenges and supports of family caregivers in... read more
Self-directed services and supports for people with intellectual and developmental disabilities (IDD) have become increasingly common as a support option in many states. This member-only webinar provides an overview of a recent study of the current... read more
In August 2019, the Centers for Medicare and Medicaid Services (CMS) released an Informational Bulletin that addresses several major outstanding issues related to the implementation of Electronic Visit Verification (EVV). In particular, the guidance... read more
Supported Decision Making is an increasingly prominent option for strengthening the self determination and rights of various vulnerable groups including persons with disabilities, the elderly, persons with mental health needs, and others. During... read more
The Arkansas Department of Human Services submitted their Independent Choices Final Report (December 1998- March 2008) to the Centers for Medicare and Medicaid Services (CMS). Arkansas was one of the three states in the Cash... read more
Download (522.1 KB)
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
Download (116.88 KB)