aaidd manual intro€¦ · georgia $2.7 billion 12.90% oklahoma $114 million 1.70% hawaii $232...

AMERICAN ASSOCIATION ON INTELLECTUAL AND DEVELOPMENTAL DISABILITIES

501 3rd Street NW, Suite 200 • Washington, DC 20001 • 202-387-1968 • www.aaidd.org

©Copyright 2009 AAIDD

AAIDD

Presents

Developing Individual Budgets and Reimbursement Levels

Using the Supports Intensity Scale

Distinguished Faculty

Jon Fortune, Ed.D.

Senior Policy Specialist

Human Services Research Institute

John Agosta, Ph.D.

Vice President


Bruce Applegren (Moderator)

Director of Publications

American Association on Intellectual and Developmental Disabilities




Thanks for participating in “Developing Individual Budgets and Reimbursement Levels Using the Supports Intensity Scale” on

Tuesday, June 30, 2009. This manual contains important information you’ll need to prepare for this conference.

YOUR CONFERENCE MANUAL

This manual contains:

• Instructions for accessing the conference

• Speaker bios and contact information

• Tips for submitting questions to speakers

CONFERENCE DETAILS

Your conference will be held Tuesday,

June 30, 2009 at 2:00 p.m. EDT, 1:00 p.m.

CDT, 12:00 p.m. MDT, and 11:00 a.m.

PDT. The conference will last 90 minutes.

If you are using a speakerphone, put the

phone on MUTE for the best sound quality.

HOW TO JOIN THE CONFERENCE

Audio

-Dial 1-866-686-6233 approximately 5-10

minutes before the start of the conference.

-Enter PIN 4798.

-You will hear music on hold until the

conference has started, or be connected

directly if it has already begun.

-- If you have trouble with your phone

access, stay on the line and an operator

will assist you.

If you are disconnected at any point during

the call, just call back and repeat the process.

Web

-Go to http://www.meetingmagnet.com/ws.

-Enter conference ID 4798.

-Leave access code blank.

-Enter name, company and e-mail.

-Click log on to join conference.

HOW TO SUBMIT QUESTIONS TO

PANELISTS

If you wish to submit a question to our

panelists, you may do so during the

conference by using the chat function at the

bottom of the web page (once you have

logged on). This option, as well as live

Q&A, will also be available during the

conference.

TIPS FOR ASKING QUESTIONS

You are on "listen only" mode unless you

choose to participate in the live Q&A. If

you are using a speakerphone, put the

phone on MUTE for the best sound quality.

If you want to ask a live question:

• Be sure to UNMUTE your phone before you

are called on so there is not a pause in the

conference, and so the moderator does not

pass you over for the next question.

• Lift the handset while asking your question

for best sound quality.

• Be sure there are no loud background noises

in the room while asking your question.

Should you have questions or concerns,

please call 800-424-3688.




Speaker Bios and Contact Information

Jon Fortune, Ed. D., is a Senior Policy Specialist at HSRI. He received his doctorate from the University of Northern Colorado. Dr.

Fortune has solid research skills as well as hands-on experience as a state administrator. In 1990, he joined the Wyoming Department

of Health Developmental Disabilities Division where he has held senior management positions. He was instrumental in designing and

implementing Wyoming’s system of community services for people with developmental disabilities and acquired brain injury,

including developing Medicaid HCBS waivers for both populations. During his tenure in Wyoming, the state substantially reduced the

number of people served in its large state facility and built an especially strong system of quality community supports. Dr. Fortune

was also the chief architect of the precedent-setting Wyoming DOORS model through which people with disabilities are assigned

individual budgets based on their assessed needs and other factors. Prior to joining the Wyoming Department of Health, Dr. Fortune

managed a community agency in Wyoming and held other positions in Colorado and Illinois and is working on financial architecture

in DD statewide services systems in ten states.

CONTACT

Jon Fortune, ED.D.

Senior Policy Specialist

HSRI

7420 SW Bridgeport Road Suite 210

Portland, Oregon 97224

503-924-3783 X13

[email protected]




John Agosta, Ph.D. is Vice President of HSRI. He completed his doctorate in Rehabilitation Research at the University of Oregon,

specializing in research methods and community supports for people with disabilities. Employed at HSRI since 1983, he has been

involved with nearly all efforts at HSRI surrounding family support issues, facilitated development of strategic plans, conducted

analyses of state systems for people with developmental disabilities (e.g., Arkansas, Florida, Illinois, Idaho, Oregon, Hawaii, and

Texas), and has studied specific facets of the field (e.g., trends in supported employment, managed care, self-determination). He is a

nationally recognized expert in topic areas such as family support, self-directed supports and community systems regarding policies

that affect individuals with developmental disabilities. He leads the project at HSRI called Sage Resources Person Centered Funding,

(www.sageresources.org). This effort concentrates on assessment informed person centered adult waiver reimbursement techniques.

CONTACT

John Agosta, Ph.D.

Vice President

HSRI

7420 SW Bridgeport Road Suite 210

Portland, Oregon 97224

503-924-3783, X11

[email protected]




Bruce Appelgren (Moderator) is Director of Publications for the American Association on Intellectual and Developmental

Disabilities. He has published books, manuals, magazines, and commercial newsletters. He is cofounder and former associate

publisher of Health Affairs, the policy journal of the health sphere.

CONTACT

Bruce Appelgren

Director of Publications

AAIDD

501 3rd Street NW, Suite 200

Washington, DC 20001

202-387-1968

[email protected]

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3 Human Services Research Institute

McNichol & Lav, Center on Budget and Policy Priorities, 2008

Texas projects budget gaps in

FY2010

Total Shortfall $78 billion …

This was reported just after the

October economic downturn


State

Total Budget

Shortfall for

FY2009

Gap as Percent of

FY2009 General

Fund

State Total Budget Shortfall for

FY2009

Gap as Percent of

FY2009 General

Fund

Alabama $1.2 billion 15.00% Mississippi1 $114 million 2.20%

Arizona1 $3.1 billion 30.80% Missouri $342 million 3.80%

Arkansas $107 million 2.40% Nevada $1.4 billion 19.60%

California $30.6 billion 30.30% New Hampshire $250 million 8.00%

Colorado $99 million 1.30% New Jersey $3.7 billion 11.40%

Connecticut $542 million 3.20% New Mexico $253 million 4.20%

Delaware $369 million 10.10% New York $6.4 billion 11.40%

D.C. $227 million 3.60% North Carolina $800 million 3.70%

Florida $5.5 billion 21.50% Ohio $1.9 billion 6.80%

Georgia $2.7 billion 12.90% Oklahoma $114 million 1.70%

Hawaii $232 million 4.00% Oregon $142 million 2.10%

Idaho $131 million 4.40% Pennsylvania $565 million 2.00%

Illinois $3.8 billion 13.40% Rhode Island $802 million 24.50%

Iowa $350 million 5.50% South Carolina $804 million 11.70%

Kansas $137 million 2.10% South Dakota $27 million 2.20%

Kentucky $722 million 7.80% Tennessee $1.2 billion 10.40%

Maine $265 million 8.60% Utah $354 million 5.90%

Maryland $1.3 billion 8.80% Vermont $122 million 10.00%

Mass. $2.6 billion 9.20% Virginia $2.2 billion 12.80%

Michigan $472 million 4.80% Washington $413 million 2.70%

Minnesota $ 1.4 billion 7.90% Wisconsin $998 million 7.10%

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7

Gary Smith, HSRI

Wait List

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Service Demand

Resources


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Budget Shortfalls

Weighty Legacy Services & Structures

Workforce Shortages

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Focus on Developing Resource Allocation Models


# Set Levels & IBAs

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Collect Information on

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Assign Individuals to

Assessment Levels

Set Individual Budget

Allocations in Relation to

Rates

Review Findings in Relation to Policy Goals

Consider Implementation

Issues

Set Policy Goals

Choose Assessment

Measure

Engage Stakeholders

Plan for Implementation

22

Implement New Practices Review

Provider Reimbursement


Reconcile Levels

and Rates

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Budget Allocations Per Level

SIS Results

Individual Budget Levels

Reconcile Budgets & Rates

Proposed New Rate Structure

Cost Reviews Per Person and Service

Reconcile Budgets & Rates

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Cost Reviews Per Person and Service

SIS Results

Individual Budgets

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F#'1)/6#+'(2#$2#1/5/$61)/6#+'(2#$;5-.#'(%.`$


36

,*$2%DP%%,$**6#7%G#96:69"53%X"97$*%N331;5*61#.IN9[".*6#7%85*$.%


37

,*$2%DP%%,$**6#7%G#96:69"53%X"97$*%N331;5*61#.IN9[".*6#7%85*$.%


QA%(710&()70)B%)#&(L%4%,5(

38

G"&'$-)#/$IN=$1#:5(1#$)B$(%-(2(-5&*$;5-.#'/`$

!! ='&'#/$75/'$-#/+1(;#$'"#$7#'")-$B)1$+&*+5*&'(%.$(%-(2(-5&*$;5-.#'/$;&/#-$)%$1#*(&;*#$+)/'/$)1$/#12(+#/$5'(*(U&'()%L$$$

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,*$2%DP%%,$**6#7%G#96:69"53%X"97$*%N331;5*61#.IN9[".*6#7%85*$.%


39

G"&'$-)#/$IN=$1#:5(1#$)B$(%-(2(-5&*$;5-.#'/ $̀

!! I)/'$&%-$5'(*(U&'()%$-&'&$/")5*-$B)17$'"#$2('&*$5%-#16(%%(%./$)B$.))-$(%-(2(-5&*$;5-.#'$-#2#*)67#%'L$$$

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,*$2%DP%%,$**6#7%G#96:69"53%X"97$*%N331;5*61#.IN9[".*6#7%85*$.%

QA%(710&()70)B%)#&(L%4%,5(


40

G"&'$-)#/$IN=$1#:5(1#$(B$(%-(2(-5&*$;5-.#'/`$$

!! 41)7$'"#$6#1/6#+'(2#$)B$+)%/57#1/$&%-$&-2)+&'#/J$&$2(&;*#$7#'")-)*).3$/")5*-P$$

•! ;#$)6#%$')$65;*(+$(%/6#+'()%J$$

•! &**)<$'"#$6&1'(+(6&%'$')$7)2#$7)%#3$&1)5%-J$&%-$$

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!! 41)7$'"#$6#1/6#+'(2#$)B$'"#$/'&'#J$'"#$7#'")-)*).3$/")5*-P$$•! 6#17('$'"#$/'&'#$')$#2&*5&'#$)2#1$&%-$5%-#1$#,6#%-('51#/$

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QA%(710&()70)B%)#&(L%4%,5(


41

What liability does the state face if it cannot fund

the individual budgets?

!! >%$'"#$T%('#-$='&'#/$'"#$1&%.#$)B$B5%-(%.$)B$MM$/#12(+#/$2&1(#/$.1#&'*3L$$$

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!! F&'#/$B)1$/#12(+#/J$'")5."$;#%+"7&1H#-$B)1$%&'()%&*$+)/'/J$7&3$;#$&$6#1+#%'&.#$)B$'"#$%&'()%&*$+)/'L$$4)1$#,&76*#J$*&/'$3#&1$I)*)1&-)$<&/$6&3(%.$&;)5'$gcj$)B$+)/'/$(%$&$1&'#$/'5-3$+)76*#'#-$;3$X&2(.&%'$I)%/5*'(%.L$

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QA%(710&()70)B%)#&(L%4%,5(


42

Do these individual budget allocations or

individual budget levels ever need

adjustment?

!! E%3$1#(7;51/#7#%'$7#'")-$1#:5(1#/$/)7#$<&3$')$&-e5/'$')$+"&%.(%.$+(1+57/'&%+#/$&%-$/)7#'(7#/$5%B)1'5%&'#$%#<$+"&**#%.#/$61#/#%'#-$;3$'"#$(%-(2(-5&*/$<#$/#12#L$

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QA%(710&()70)B%)#&(L%4%,5(


QA%(710&()70)B%)#&(L%4%,5(

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/#12(+#$%##-/$)B$'"#$(%-(2(-5&*/$<#$/#12#$(%$+)775%('(#/`$

43

!! G"&'$(/$'"#$;#/'$<&3$?(%$&$'#+"%(+&*$/#%/#@$')$7&H#$('$<)1H`$

,*$2%DP%%,$**6#7%G#96:69"53%X"97$*%N331;5*61#.IN9[".*6#7%85*$.%


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!! !"#$A%-(%./$&%-$61)6)/#-$7)-#*/$75/'$;#$+)%/(-#1#-$(%$1#*&'()%$')$(%('(&*$6)*(+3$.)&*/L$$$

!! >76&+'/$)%$(%-(2(-5&*/J$61)2(-#1/$&%-$'"#$/3/'#7$75/'$;#$+)%/(-#1#-L$$

!! E%$Z#,+#6'()%/$61)')+)*[$75/'$;#$-#2#*)6#-L$$$$$

!! Q)'#%'(&*$-(/*)+&'()%$(%$'"#$/3/'#7$75/'$;#$+)%/(-#1#-L$

!! X##-/$B)1$(761)2#-$(%B1&/'15+'51#$75/'$;#$+)%/(-#1#-L$

!! E$-#'&(*#-$(76*#7#%'&'()%$6*&%$75/'$;#$+)76(*#-J$&%-$'"#%$#%&+'#-L$$$


)E#4$.)D0,%$()"#;%)(1DJ$%)4A$%()BA7)4%;0$A710&#4.)+0&+%J7())



<:9H)1(),%(1'&1&')7"%)81&#&+1#$)

#4+"17%+7A4%)804)YYZHY)(%4;1+%)(.(7%D()


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!! M#2#*)6#-$&%-$1#*#&/#-$;3$EENF$(%$a]]\$$

!! Y1(.(%&**3$-#/(.%#-$')$/566)1'$6#1/)%O+#%'#1#-$6*&%%(%.J$%)'$B5%-(%.$

!! Y%*3$&-5*'$2#1/()%$&2&(*&;*#$k$+"(*-$2#1/()%$(/$5%-#1$-#2#*)67#%'$

!! I511#%'*3$_\$/'&'#/$&%-$_\$+)5%'1(#/$5/(%.$=>=$

!! Q#1+#(2#-$&/$/'1#%.'"O;&/#-$

!! N5/'$;#$651+"&/#-S*(+#%/#-$B1)7$EE>MM$

48

The Supports Intensity Scale (SIS) and how it is being used


-=))"/>'(43>.3'*>%(-+$A.(

!! E-7(%(/'1&'()%P$>%'#12(#<$'"#$6#1/)%$&%-$)'"#1/$<")$H%)<$'"#$6#1/)%L$$F#:5(1#/$/)*(-$(%'#12(#<(%.$/H(**/$

!! N#&/51#/$.#%#1&*$/566)1'$%##-/$)B$&%$(%-(2(-5&*$61)-5+(%.$&$%57;#1$)B$/+)1#/$

!! >%+*5-#/$;&/(+$/566)1'$%##-$&1#&/$*(H#P$$&! EL$i)7#$h(2(%.$E+'(2('(#/J$$

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?F%(#"('>$>.'()*+B(>F.(-=))"/>'(

43>.3'*>%(-+$A.K(

51

!! X&'()%&*$%)17/$k$;53(%.$'"#$;#**$

/"&6#-$+512#$

!! G1('(%.$<&(2#1$/#12(+#$6*&%/$<('"$

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(%-(2(-5&*/$

!! I)%/(-#1/$;)'"$;#"&2()1&*$&%-$

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!! i&/$6)'#%'(&*$B)1$"#*6(%.$')$/"&6#$

<&(2#1$(%-(2(-5&*$;5-.#'/$&%-S)1$

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MH=%*36(>F.(H.AA(-F$).#(G=/0.N(


!0DJ4%"%&(1;%)<!-:)6#1;%4):H:)9%(A$7()[):1D1$#4):"#J%()

Q131+591%

]+$71#%

N%04'1#)

54

\14'1&1#)

%%%%%%%%:H:):AJJ047)O%%,()H&,%]):+04%()


<!-:)6#1;%4):AJJ047)6#1;%4()

:H:)9%(A$7()[):1D1$#4):"#J%()

%%%Q131+591%,J,% %%%%>$1+765%A]4%

$SIS Support Needs Index Scores

)P0A1(1#&#)OC6)


Case Studies -- Working with States

Georgia

Colorado Oregon

Virginia Louisiana

57

If I am only for myself, who is for me?

And if I am only for myself, what am I?

And if not now, when?

Rabbi Hillel


58

!! T/#/$=>=$1#/5*'/$')$61)2(-#$(%-(2(-5&*$;5-.#'/$B)1$_]Jcag$(%-(2(-5&*/$)%$'"#$/'&'#o/$%#<$+)761#"#%/(2#$&%-$/566)1'$<&(2#1/L$$

!! $!"(/$(%-(2(-5&*$;5-.#'$7)-#*$#,6*&(%/$)2#1$gcj$)B$'"#$2&1(&%+#$&%-$(/$6"&/#-$(%$)2#1$c$3#&1/$')$1#-5+#$(76&+'/L$

Georgia Resource Allocation System November 2008


59

-./0"/#(

(*1(

2/3"4"35.6&

789(9."4%: 7;(<=>>?

)*@A:%$%/&"4%(9."4%: 7;(?=B<C


60

Q131+591%%J$:$3%O19$3%%

)6*.%G#96:69"53%,G,%+$."3*.%=+1/%

]+$71#%

!0$04#,0)#&,)C4%'0&)


61

Community Safety Risk Two Levels

6 Levels and 42 subgroups of Support Needs with Medical and Behavioral

H&)

!0$04#,0)


C"/(GO(P(Q.0.A'(":(

C=3#*36(?./.(7'.#((


6%)R(%,)7"%):0$A710&)1&)!C)70)(AJJ047)C9)

!CV()^)P%;%$()C88%4%,)#)-%77%4)*17)

:0$A710&)


Levels Adult Residential

People in Sample

Type of Need

1 70 Milder Support Needs

2 49 Moderate Support Needs

3 51 Severe Support Needs (SN)

4 30 Severe SN with Moderate Behavior & Medical

5 63 Severe SN with More Serious Behavior & Moderate Medical with Community Safety 30%

6 56 Severe SN Extraordinary Medical and Behavioral with Community Safety 50%

,6^%N..$../$#*%J$:$3.%%%6


Levels ABE Medical Problems

Behavioral Problems

Risk DD50 Staff Direct Hours

1 24 1 2 0 6

2 29 2 4 0 7

3 32 3 5 0 7

4 34 4 6 0 10

5 34 5 6 30% 12

6 35 7 9 50% 12


66

The Colorado Comprehensive waiver six support levels

condense to four support (SLS) waiver caps or levels


67

9066-3/&

A*,*+)&B*-6+*& $,*3(;*& #*24(1&

C& CDCCC& CEDFCF& GCEDHEE&

H& IEJ& CKDFLL& GCKDHIM&

N& HCE& CFDEKE& GCIDKNK&

K& CJE& CFDCIH& GCIDIHN&

J& CIL& CFDFHE& GCFDLFJ&

L& CII& CFDIJC& GCMDNKE&

O-/(+& HDJHM& CKDEMK& GCNDCNC&


68

9A9&

96*1241;&

>(6P&

9066-3/&

A*,*+)&

%0?Q*3&-.&

B*-6+*&

$,*3(;*&B(42&

>+(4?)&.-3&

RSEF&

#*24(1&-.&

B(42&>+(4?)&

.-3&RSEF&

$& C& CDCCC& GCEDFCF& GCEDHEE&

'& H& IEJ& GCKDFLI& GCKDHIM&

>& N&T&K& NLE& GCFDCEL& GCIDJFH&

!& J&T&L& NJN& GCFDIFL& GCMDEJM&

O-/(+& HDJHM& GCKDEMJ& GCNDCNC&

*Fortune, et.al. Colorado Supported Living (SLS) Waiver. (February 2009). HSRI. Portland, OR. Colorado will reexamine these levels and dollars in the spring of 2009 due to budget and economy restraints.&


69

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!! d$*#2#*/$)B$=>=$N#-(+&*J$=>=$D#"&2()1&*$&%-$=>=$&-&6'(2#$/+)1#/$?EDV$@$

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h#2#*$\P$ $>%-(2(-5&*/$<('"$&;)2#O&2#1&.#$/566)1'$%##-/$

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h#2#*$dP$ $>%-(2(-5&*/$<('"$#,'1&)1-(%&13$7#-(+&*$$ $$$$$/566)1'$%##-/$

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Q@(OJS.+>*0.'(U(1/$:>(L"#.A(

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Living Arrangement X

SIS Level Base Rate (Units/$)

Age + Units/$

Natural Supports + Units/$

Day Activities - Units/$

Recommended IFS/ACS Units/$


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78

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Compile the Collected

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Assign Individuals to

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Set Policy Goals

Choose Assessment

Measure

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Plan for Implementation


Human Services Research Institute 79

About HSRI and the Authors The Human Services Research Institute (HSRI) was founded in 1976 and is a non-profit, tax-exempt corporation with offices in Cambridge, Massachusetts and Portland, Oregon. For over 30 years, HSRI has assisted states and the federal government to enhance services and supports to improve the lives of vulnerable citizens, such as those with developmental disabilities or mental illness, or low income families. HSRI has provided consultation in such areas as strategic planning and organizational change,

funding, systems integration, quality management and assurance, program evaluation, evidence-based practices, family support, self-advocacy, self-determination, and workforce development. For more information, visit: www.hsri.org. This presentation was prepared by the following staff:

John Agosta, Ph.D., is an HSRI Vice President. He completed his doctorate in Rehabilitation Research at the University of Oregon, specializing in research methods and community supports for people with disabilities. Employed at HSRI since 1983, he has been

involved with nearly all efforts at HSRI surrounding family support issues, facilitated development of strategic plans, conducted analyses of state systems for people with developmental disabilities (e.g., Arkansas, Florida, Illinois, Idaho, Oregon, Hawaii, and Texas), and has studied specific facets of the field (e.g., trends in supported employment, managed care, self-determination). He is a nationally recognized expert in topic areas such as family support, self-directed supports and community systems regarding policies that affect individuals with developmental disabilities. He leads the project at HSRI called Sage Resources Person Centered

Funding, visit www.sageresources.org. This effort concentrates on assessment informed person centered adult waiver reimbursement techniques.

Karen J. Auerbach, Ph.D., is currently working as a Statistician and Senior Research Analyst on several developmental disabilities projects at HSRI, primarily on the National Core Indicators project and the Sage Resources Person Centered Funding project. Over the past twelve years she has developed her research, analytic, and data management skills on education and

substance use research projects at the Harvard Graduate School of Education, Boston College, the Education Development Center in Newton, MA, and at Pennsylvania State University. She has a Masters in Developmental and Educational Psychology from Boston College, and a Masters and Ph.D. in Human Development and Family Studies with a minor in Statistics from Penn State. She has worked on reimbursement in British Columbia, Colorado, Oregon, Rhode Island, and Virginia.

Jon Fortune, Ed. D., is a Senior Policy Specialist at HSRI. He received his doctorate from the University of Northern Colorado.

Dr. Fortune has solid research skills as well as hands on experience as a state administrator. In 1990, he joined the Wyoming Department of Health Developmental Disabilities Division where he has held senior management positions. He was instrumental in designing and implementing Wyoming’s system of community services for people with developmental disabilities and acquired brain injury, including developing Medicaid HCBS waivers for both populations. During his tenure in Wyoming, the state substantially reduced the number of people served in its large state facility and built an especially strong system of quality

community supports. Dr. Fortune was also the chief architect of the precedent-setting Wyoming DOORS model through which people with disabilities are assigned individual budgets based on their assessed needs and other factors. Prior to joining the Wyoming Department of Health, Dr. Fortune managed a community agency in Wyoming and held other positions in Colorado and Illinois and is currently working on financial architecture in DD statewide services systems in ten states.

Human Services Research Institute 80

Madeleine Kimmich, D.S.W., a Senior Research Fellow in HSRI's Oregon office, currently co-directs the office and leads several projects in child welfare and in developmental disabilities. She received her doctorate in social welfare policy from the University of California-Berkeley. Dr. Kimmich has been engaged in evaluation research and policy analysis of human services

for over three decades. She has assisted decision-makers at federal, state, and local levels to work collaboratively with consumers and families to improve the effectiveness of programs targeted to low-income children and families, adolescents, the elderly, and people with disabilities. Dr. Kimmich currently leads an analysis of Oregon’s public sector efforts to address substance abuse. She also directs a 12-year evaluation of Ohio's Title IV-E Waiver Demonstration Project, which examines the impact of flexible but limited federal funds on local child welfare reform initiatives. She currently participates on HSRI’s team to

develop HCBS waiver reimbursement methodologies, and has contributed to the development of performance indicators for consumer-directed service approaches in developmental disabilities. As co-editor of Quality enhancement in developmental

disabilities: Challenges and opportunities in a changing world (2002) and as director of numerous state-level studies on quality management, Dr. Kimmich has maintained an active presence in the quality assurance and systems improvement arena, to increase efficiency and equity of service and support systems for all vulnerable populations.

Kerri Melda, M.S., is a Policy Associate at HSRI. She holds a Master’s Degree in Public Policy and Administration (University of Oregon) and a Bachelor’s Degree in Special Education (Indiana University). Ms. Melda has been employed with HSRI since 1992, and her primary responsibilities include project leadership, policy and statistical analyses, program evaluation, and provision of

training and technical assistance. Specifically, her work focuses on projects related to family support policy and practice, person-centered funding, performance gap analyses, and studies assessing the impact of change on service recipients. Ms. Melda currently serves as Director of HSRI’s Juntos Podemos (Together We Can) Family Center, connecting Latino families who have children with disabilities to community services and supports. She oversees the family support related activities of the National Core Indicators project, which analyzes family support satisfaction data across 30 states. She recently completed a study of the

impact of service reductions on Florida’s service population, and has worked on reimbursement projects in Colorado, Rhode Island, and Virginia.

Sarah Taub, M.M.H.S., is a Policy Associate at HSRI. She carries primary responsibility for managing the National Core Indicators (NCI), a collaborative effort of HSRI and NASDDDS that began in 1997 to develop indicators and benchmarks of performance across state developmental disabilities service systems. She also provides technical assistance under the CMS National

Contractor on Quality in HCBS Services and works on various projects related to program evaluation. She holds a Masters Degree from the Heller School at Brandeis University. She has worked on individual budgets in Colorado, Georgia, and Rhode Island.

Drew Smith, B.A., is a Policy Assistant at HSRI. He is a graduate of Portland State University in Business Administration, and currently works on several HSRI projects tied to: developing person-centered funding strategies, assessing the impacts of service changes and reductions, and supporting self-advocacy. He has worked on waiver reimbursement projects in Colorado,

Florida, Oregon, Rhode Island, and Virginia.

aaidd manual intro€¦ · georgia $2.7 billion 12.90% oklahoma $114 million 1.70% hawaii $232...

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