Resources

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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During an August 2020 State Program Member Open Forum with Applied Self-Direction, Liz Sandblom from The Massachusetts Department of Developmental Services (DDS) shared MA's self-direction program response to COVID-19. This resource summarizes DDS... read more
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This resource provides an overview of the application process with information directly from the HHS website and ASD interpretations specific to the nuances of the F/EA application and associated tax forms. HHS has updated the application for Phase... read more
Medicaid Home and Community-Based Services (HCBS) allow older adults and people with disabilities to remain in the setting of their choice. People of color experience health disparities and may benefit from HCBS, but little is known about racial... read more
We have compiled self-direction questions and answers with our advice based on our understanding of the HHS published guidance for the Provider Relief funding, General Distribution Phase 3. This resource was updated on October 27, 2020. Please... read more
In collaboration with Granite State Independent Living, Applied Self-Direction created a case study to better understand how individuals who self-direct are faring during the COVID-19 pandemic. When we compared self-directing individuals who are... 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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On July 13, 2020, Applied Self-Direction recorded a FFCRA Tax Filing Update for members. The recording is available online and the slides and sample Assignment Agreement (referenced during the presentation) are available under File(s).
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 developed a guide for Fiscal/Employer Agents for how to report FFCRA payments and claim tax credits on the new IRS Form 941 and Schedule R. The guide was written using the current draft versions of both Form 941 and Schedule R... read more
On May 26th Applied Self-Direction hosted a member webinar on the taxability of Families First Coronavirus Response Act (FFCRA) wages for Federal and State unemployment purposes (FUTA and SUTA). The slides are available under File(s).
On April 29, 2020, Applied Self-Direction hosted an Open Forum on COVID-19 responses for our Program, FMS, and MCO members. During the forum, we polled our members on a number of FFCRA topics. The poll results are available under File(s).
In response to the COVID-19 pandemic, states can apply for an Appendix K to request a temporary amendment to their 1915(c) waivers, and in some cases, their Section 1115 Demonstrations. Applied Self-Direction has created an Appendix K Tracker that... read more
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In response to COVID-19, some states are temporarily allowing employers who are not the care recipient to also be a paid caregiver. Adjusting program rules to allow responsible parties, such as employers in self-direction, to also be paid caregivers... read more
Due to COVID-19, it may be increasingly difficult for many states to implement electronic visit verification (EVV) for Medicaid personal care services by January 1, 2020 and avoid penalties. Federal legislation is needed to extend the deadline, but... read more
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