Resources

This guide provides comprehensive information for self-directing employees to help them feel confident being the employer of workers. Topics covered include how to maintain a safe work place, making hiring and firing decisions, and what family... read more
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The Alliance for Citizen Directed Supports is growing a national community of self-direction from the ground up. What does that mean? How is that accomplished? Why is it imperative? And how can you become an essential part of this national community... read more
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Does joint employment under the Fair Labor Standards Act keep you up at night? During this session, Kate “Not an Attorney” Murray analyzed the latest federal guidance related to labor issues and joint employment and then answered questions about... read more
As an integral part of our Self-Direction Virtual Conference Series, vendors demonstrated their products during our showcase. Applied Self-Direction does not endorse any particular showcase vendor or product.  Engaging self-directed caregivers,... read more
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There is a significant body of research literature examining the impact and efficacy of self-direction programs, but as many researchers and practitioners will agree, there remain many unanswered questions. Research findings that corroborate our... read more
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During this session, the US Department of Veterans Affairs described effective person-centered practices for Veteran-Directed Care (VDC) including the development of spending plans, monthly service reports, and monitoring expectations. The session... 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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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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Paying family caregivers has been an option for decades, but it has taken on new prominence during the pandemic. This panel looked back at how paying family caregivers has always been an important part of self-direction, including research dating... read more
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Self-direction programs vary widely nationwide, but all are guided by a basic belief that people should have the right to make decisions about their own services and supports. Participants and state leaders in Colorado have taken this philosophy one... read more
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During this session, the US Department of Veterans Affairs (VA) discussed the outlook and goals for the Veteran-Directed Care (VDC) program in Fiscal Year 2021 and beyond. This session highlighted recent research, initiatives, and other factors that... read more
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As an integral part of our Self-Direction Virtual Conference Series, vendors demonstrated their products during our showcase. Applied Self-Direction does not endorse any particular showcase vendor or product.  Electronic Visit Verification (EVV)... read more
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Alison Barkoff, Acting Administrator for the Administration for Community Living (ACL), presented the keynote session for our Self-Direction Virtual Conference Series. Alison’s session, ACL's Priorities for 2021 and Beyond, focused on her vision for... read more
In 2019, HSRI and Applied Self-Direction hosted an international learning exchange on self-direction and mental health. During this presentation, presenters from HSRI and Applied Self-Direction describe what they learned from the exchange and... read more
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How is self-direction defined and implemented in the UK, Australia, New Zealand, and other countries? During this session, Lynn Breedlove discussed how self-direction is working around the world including how other countries perceive the underlying... read more
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The future has never been brighter for self-direction as more and more stakeholders have begun to recognize the value of this model in the wake of the pandemic. It is a pivotal moment for more people to share their personal experiences with self-... read more
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Have you ever wondered why Fiscal/Employer Agents (F/EAs) use certain tax forms? Have you ever seen a form and thought, “this form is perfect for F/EAs, should we use it?”  Well, if you haven’t, ASD’s Laura Mauldin has!  During this session, Laura... read more
Self-Direction 101 is a training event exclusively available to State Program members. This training is designed for State Program staff who are new to self-direction and those looking for a refresher on the basics. This training covered topics such... read more
We held a member-only webinar in March 2021 to provide further analysis of the American Rescue Plan Act of 2021. This landmark legislation includes a 10% FMAP increase for Medicaid HCBS effective April 1, 2021 through May 31, 2022 and additional... read more
Applied Self-Direction held a webinar as a follow-up to our recent report with AARP, Paying Family Caregivers to Provide Care during the Pandemic and Beyond, Kathleen Ujvari from AARP’s Public Policy Institute will join Applied Self-Direction... read more
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Sample IRS Form 2678 Used for Participant to Appoint a VENDOR Fiscal/Employer Agent Under Section 3504 of Internal Revenue Code.
During this member-only webinar, ASD discussed the opportunities we see for self-direction in 2021 and beyond, along with other end of year reflections on the potential impact of the upcoming Supreme Court decision on the Affordable Care Act (ACA),... read more
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In December 2020, Applied Self-Direction held a Preparing for Year-End 2020 Training webinar for FMS members. The training covered: A step-by-step walkthrough of FICA refunding procedures for employees who earned less than $2,200 in 2020... read more
Applied Self-Direction partnered with Bryan O’Malley, CDPAANYS' Executive Director, to offer the webinar, Fundamentals of Grassroots Advocacy. This crash course focused on ways to build the skills and knowledge needed to become a leader in... read more
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As we discussed in our recent issue brief, some payers have elected to enforce EVV implementation in self-direction programs by denying reimbursement to FMS entities in the absence of a “perfect” EVV record. A perfect EVV record is defined as an EVV... read more
On Thursday, October 15th, we held a member open forum on EVV implementation issues. This forum was a chance to compare notes about EVV implementation challenges and to share best practices and unresolved issues. The forum slides are available under... read more
The wrong EVV approach in self-direction could incite Fair Labor Standards Act (FLSA) violations resulting in penalties for payers, FMS entities, and/or participants, and risk creating joint employment. This alert describes the EVV approach that... read more
In the summer of 2019, Applied Self-Direction completed a National Inventory of Self-Direction Programs for the 2020 AARP LTSS State Scorecard. During this member-only webinar, speakers from Applied Self-Direction, AARP, and Penn State discussed the... read more
In the summer of 2019, Applied Self-Direction partnered with AARP to complete a National Inventory of self-directed programs in the United States. The inventory builds on the 2011, 2013, and 2016 national inventories to reflect the impact of... read more
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During an August 2020 State Program Member Open Forum with Applied Self-Direction, Alec Graham from The Washington State Department of Social and Health Services shared Washington's self-direction program response to COVID-19. This resource... read more
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