Resources

2019 Self-Direction Conference Breakout Session: In this session, Applied Self-Direction Director of Policy Kate Murray explores a wealth of IRS guidance for Fiscal/Employer Agents, with a focus on lesser-known but critically important content from... read more
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2019 Self-Direction Conference Breakout Sessions: For decades there has been a rich debate among person-centered thought leaders on the potential to bring managed care and self-direction into harmony. This session shares Inclusa’s experience growing... read more
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2019 Self-Direction Conference Breakout Session: Worldwide, well over a million people are self-directing, including people with intellectual and developmental disability, physical disability, serious mental health conditions, and older adults with... read more
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2019 Self-Direction Conference Breakout Session: Sarah Marcus and Melissa Murphy, from the Office of the Solicitor at the Federal Department of Labor, addressed how the Fair Labor Standards Act (FLSA) applies to common situations encountered in self... read more
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Member-only brass tacks payroll updates from April 2019.
In April 2019, Applied Self-Direction held a member-only webinar, Exploring the New Department of Labor (DOL) Notice of Proposed Rulemaking on Joint Employment. During this webinar, Kate Murray from Applied Self-Direction explored the DOL's new... read more
In 2009, the Veterans Health Administration (VHA) embarked upon an ambitious project to bring self-direction to all Veterans who want and need it. While that goal has yet to be met, in 2014-15, researchers at the National Resource Center for... read more
Program Membership Directory.
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Financial Management Services (FMS) Membership Directory.
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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
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Member-only brass tacks payroll updates from March 2019.
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
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In February 2019, Applied Self-Direction held a member-only webinar, Veteran-Centric LTSS: How Veterans Use Flexible Budgets and Spending Plans to Meet Independent Living Goals. Sue Flanagan from Westchester Consulting led the presentation and... 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
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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
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This reference guide compiles key excerpts from the Internal Revenue Manual (IRM) that pertain to Fiscal/Employer Agents (F/EAs) operating under Section 3504 of the Internal Revenue Code. The Internal Revenue Manual is an extensive compilation of... read more
The Centers for Medicare and Medicaid Services (CMS) suggested that states “establish a website to disseminate training and other information related to the EVV program” as a promising practice in electronic visit verification (EVV) training and... read more
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In the summer of 2016, the National Resource Center for Participant-Directed Services (NRCPDS) completed a National Inventory  of self-directed programs in the United States. The inventory builds on the NRCPDS’ 2011 and 2013 national inventories to... read more
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On December 5, 2018, Applied Self-Direction held a Preparing for Year-End 2018 Training webinar for FMS providers in self-direction. The training covered: Best practices for Form W-2 and 1099-MISC production and filing Information on IRS Notice 2014... 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
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Applied Self-Direction held a member-only Electronic Visit Verification (EVV) Blueprint for Self-Direction webinar in November 2018. This webinar offered a more detailed look at the recently released resource, EVV: A Blueprint for Self-Direction, as... read more
The Electronic Visit Verification (EVV): A Blueprint for Self-Direction is intended to be useful to stakeholders developing their own EVV products, as well as to help stakeholders evaluate existing EVV products to determine whether these options... read more
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Mark Sciegaj, Professor of Health Policy and Administration at Penn State University, and Kevin J. Mahoney, Founding Director of the National Resource Center for Participant-Directed Services (NRCPDS), led a member-only webinar on their recent paper... read more
In the Agency with Choice model of Financial Management Services (FMS), the participant and FMS entity serve as co-employers of workers. To ensure that services are truly self-directed and participants are shielded from unnecessary risk and... read more
AARP and Applied Self-Direction partnered to look at innovative practices that four states used to improve accessibility and quality in their self-directed LTSS programs. Findings from this study were published by AARP in a report entitled "Taking... read more
Mollie Murphy was a highlighted speaker at the The National Association of State Directors of Developmental Disabilities Services (NASDDDS) 2018 Directors Forum & Mid-Year Conference in Columbus, Ohio in June 2018.  Mollie's session, Capacity... read more
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On July 10, 2018, CMS announced that it was proposing to tighten Medicaid payment rules. Medicaid rules generally prohibit Medicaid payments from being made to any entities other than the provider or FMS entity, with a few exceptions--e.g., in the... read more
In recent years, self-directed approaches for people with serious mental health conditions have been increasingly implemented around the country. This July 2018 member-only webinar reviewed the current design, implementation, and research results... read more
While we often talk about self-direction as a monolithic concept, there is a wide range of program types that fall under the umbrella of "self-direction." Some self-direction programs allow participants to identify and hire their own workers, but... read more
As an integral part of the 2018 Self-Direction Workshop, we offered an EVV Showcase. The Showcase ran concurrently with the workshop sessions and included demonstrations from 11 different EVV solution providers. The slides from the Caretime... read more
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