Sage Resources - Resources

Resources

SAGE Resources makes available a variety of information related to setting person-centered budget allocations for individuals with developmental disabilities. Often, you can retrieve a document right here, online. Other times, we will direct you to elsewhere on the internet.

Infomation on Assessment Tools

Assessment Instruments and Community Services Rate Determination: Review and Analysis
HSRI Colorado Report - Final - 6-30-2006.doc
Description of Project The Colorado Division for Developmental Disabilities engaged the Human Services Research Institute (HSRI) to review and analyze assessment tools that the state might employ to establish tiered funding rates that are tied to consumer support needs for residential and day services furnished through the HCB-DD (Comprehensive) Waiver. HSRI also met with stakeholders to obtain their views regarding the selection of an assessment tool. Review and Analysis of Assessment Tools Altogether, HSRI identified 10 tools that states apply to funding for developmental disabilities services. These tools are a mixture of “national tools” and tools that individual states have developed on their own. The HSRI review and analysis focused primarily on three tools: (a) the Inventory for Client and Agency Planning (ICAP); (b) the AAMR Supports Intensity Scale (SIS); and, (c) the Colorado Assessment Tool (CAT), which was being finalized during the period of the project. The review focused on the validity and reliability of each tool, the tool’s suitability for Colorado’s intended uses, and the costs/challenges of implementing the tool. The SIS and the CAT emerged as the most apt candidate tools.

Information on Person-Centered Budget Allocations

Overview of Rationale and Process for Developing Individual or Level-Based Budget Allocations
Rationale and Process for Developing Levels and IBAs.pdf
This eight page paper outlines several top reasons for state leadership to embark on developing new resource allocation models. This paper also includes a condensed overview of SAGE Resources' four phases for accomplishing this work.

Developing Individual Budgets and Reimbursement Levels Using the Supports Intensity Scale
Individual Budgets Using SIS_FINAL.pdf
This report is a detailed description of SAGE Resources work with states who have embarked on developing an assessment-based resource allocation system. The report also offers three state case studies in which SAGE Resources has completed work.

Ten Issues for States to Consider in Implementing Individual or Level-Based Budget Allocations
Ten Issues_FINAL.pdf
This report, which is the second of two reports for CMS, focuses on 10 top issues SAGE Resources has noticed states commonly face within this work.

Resource Allocation and the Supports Intensity Scale: Four Papers on Issues and Approaches
SISWPResourceAllocation.pdf
The American Association on Intellectual and Developmental Disabilities published this version of their "White Papers" to focus on assessment informed resource allocation. Jon Fortune and Gary Smith wrote the lead article focusing on the purpose and process for states to consider this work.

Developing Reimbursement Levels Using the Supports Intensity Scale (SIS) in Louisianna
http://www.nasddds.org/Publications/Resource%20Allocation%20HSRI%20_LA_Model_Overview_(LA)_6-8-09%20HSRI%20Final%20(2).pdf
This paper reveiws the process for developing a resource allocation model in Louisianna using the Supports Intensity Scale.

Using Individual Budget Allocations to Support People with Intellectual and Developmental Disabilities
Developing IBAs 1-29-10 Final.pdf
In this short paper, HSRI provided information about and the process for establishing individual budgets using assessment.

SAGE Resources PowerPoint Presentations

PowerPoint: Using the SIS to Assess Individual Support Needs and to Develop Person-Centered Funding Models
SIS IBL IBA HSRI 4-24-2009 USA (color).pdf
This presentation walks through the purpose and process for completing assessment informed resource allocation models using the Supports Intensity Scale in the United States.

PPT: Ten Issues to Consider When Implementing Individual or Level-Based Budget Allocations
Ten Issues HSRI NASDDDS [Read-Only] [Compatibility Mode].pdf
This PowerPoint was given by Jon Fortune at the 2009 NASDDDS conference in Virginia.