My Annual Employment goal Process

1. My Annual Employment goal Process Office of Developmental Disability Services, Oregon Department of Human Services July 10, 2014

2. Contents • Instructions for “My Annual Declaration of My Employment Goals for My ISP Year” (My Declaration) • Instructions for “My Career Development Plan and Vocational Assessment” (CDP) • Instructions for “My Decision Not to Explore, Pursue, Obtain or Maintain Community Employment For My Upcoming ISP Year and in the Future and Vocational Assessment” (MDE)

3. My Annual Declaration of My Employment Goals for My ISP Year (My Declaration)

4. Oregon’s employment first policy statement Employment opportunities in fully integrated work settings shall be the first and priority option explored in the service planning for working age adults with developmental disabilities.

5. Oregon’s employment first policy statement For people who successfully achieve the goal of employment in an integrated setting, planning must focus on maintaining employment as well as the consideration of additional career or advancement opportunities. For people not yet achieving employment, annual service planning must include and reflect employment opportunities as the first and priority service option explored.

6. KEY TENETS OF OREGON’S EMPLOYMENT FIRST POLICY: • Everyone can work and there is a job for everyone. Our job is to be creative and tenacious in providing support. • Not working should be the exception. All individuals, schools, families and businesses must raise their expectations. • People will be hired because of their ability not because they have a disability. • People are healthier, safer and happiest with meaningful work. • Everyone has something to contribute and needs to contribute.

7. Waiver-funded employment services as of July 1, 2014 The Comprehensive Waiver and the Support Services Waiver fund these employment services: • Discovery/Career Exploration • Employment Path Community • Employment Path Facility • Small Group Employment • Individual Job Coaching Initial • Individual Job Coaching Ongoing • Job Development

8. What if the individual does not want to work now AND in the future? None of the waiver-funded employment services would be requested. The person may want to consider these K-Plan services: • Day Support Activities Community – Also referred to as “Non-Work Community” • Day Support Activities Facility – Also referred to as “Non-Work Facility”

9. To receive an employment path service, you must HAVE: Employment-related goals in [your] person-centered services and supports plan; the general habilitation activities must be designed to support such employment goals. ~ CMS Informational Bulletin, September 16, 2011 From Cindy J. Mann

10. introduction Effective July 1, 2014-December 31, 2014, “My Declaration” and the accompanying CDP and/or MDE shall be applied to: • People who are currently in sheltered workshops; and • Transition Age Youth (18-21) within 1 year of exiting High School or a High School Transition Program; and • Anyone who is at least 18 and wants a CDP and is seeking integrated employment.

11. A Note About age • If a person is 18-22 years old, is still in school,and they choose not to explore, pursue, obtain or maintain community employment for their ISP Year and in the future in their “My Declaration,” they do not need to complete an MDE. • If a person is 60, or will be 60 in their ISP year, and they choose not to explore, pursue, obtain or maintain community employment for their ISP Year and in the future in their “My Declaration,” they do not need to complete an MDE. • People who are 60 years old or older may complete a “My Declaration” and a CDP. If they choose, they may complete an MDE.

12. My annual declaration of my employment goals for my isp year (“My Declaration”) • Section 1: The Funding Source for Your Current ODDS Services • Section 2: Your Current Employment Status • Section 3: Your Employment Goals for Your Upcoming ISP Year • Section 4: People Who Were Involved in Helping Me to Create and/or Decide on My Employment Goals

13. Section 1: Funding Source • This section is important because employment services are funded through the Comprehensive Waiver and/or Support Services Waiver. The Services Coordinator (SC) or Personal Agent (PA) should check all boxes that apply for any ODDS funded services. • If a person cannot receive services through either the Comprehensive Waiver or the Support Services Waiver, their SC or PA should refer them to other employment resources such as Vocational Rehabilitation (VR) or their local Career Center.

14. section 2: CURRENT EMPLOYMENT STATUS • 2A. Select the waiver-funded employment services the person has participatedinfor the last 90 days. Multiple selections may be made. If the person is authorized for a service but does not currently participate in it, do not select it. For example, Sam is authorized to receive initial job coaching support through the waiver. However, because he is not yet employed, he has not used the service. So, “Individual Employment*” should not be selected. Please refer to the service descriptions on the next slide when selecting services in Section 2. * Both Initial Job Coaching and Ongoing Job Coaching are listed as services under the category of “Individual Employment” in Oregon’s proposed waiver definitions

15. section 2: CURRENT EMPLOYMENT STATUS Choices for Question 2A.: • Individual Employment:Individual, integrated employment and earns a wage. This is also referred to as “job coaching.” • Small Group Employment: Works with a group of 2-8 people with disabilities. Earns a wage. • Employment Path Community:Services that provide learning and work experiences, where the person can develop general, non-job-task-specific strengths and skills that contribute to employability in integrated employment. • Employment Path Facility: Same as above, except services occur in a facility setting. Historically, this setting has been referred to as a sheltered workshop. • Discovery/Career Exploration: Developing a Discovery Profile.

16. section 2: CURRENT EMPLOYMENT STATUS • 2B. Pertains to people who are employed but do not use the applicable ODDS employment service for support in their job. • 2C. For each service selected in 2A., provide the requested information on the form. If the person has received the same service from more than one provider during the last 90 days, please list those providers in the applicable row. Also, indicate if the individual continues to receive this service. • For example, Joe received Employment Path Community from Sertoma from 9/1/14-10/1/14. However, he chose to discontinue receiving that service from Sertoma and began receiving the service from Impact on 10/2/14. Please list the information for both providers in the Employment Path Community category by adding another row. The only differences would be the dates of service and that in Sertoma’s row, you would check “no” in the last column. Please note, you are only listing both providers because Joe has received this service from both providers during the last 90 days.

17. section 2: CURRENT EMPLOYMENT STATUS • The purpose of 2D. And 2E. is to specify what, if any K-Plan funded Day Support Activities services the person has participatedinfor the last 90 days. There are two types of Day Support Activities Services: • Day Support Activities Community: Also known as “Non-Work Community.” Person is engaged in non-work activities in a community setting. • Day Support Activities Facility: Also known as “Non-Work Facility.” Please note that this service is not the same as “Employment Path Facility.” Person is engaged in non-work activities in a community setting. • The procedures for filling out 2E. are the same as those for filling out 2C.

18. section 3: your employment goals for your isp year This section consists of a number of choices that are designed so people may clearly communicate what they want to happen in regard to employment for their ISP year. In regard to the CDP, it is critical that the person understands that what they select in Section 3 will be the basis for their employment -related supports for the upcoming ISP year. A person is free to change their mind and career development goals/plan at any time.

19. section 3: your employment goals for your isp year The SC/PA, individual, and those who the individual would like to participate, should complete an MDE rather than a CDP if the individual does not want to explore, pursue, obtain or maintain in community employment during this ISP year and in the future.

20. section 3: your employment goals for your isp year A person may request a CDP at any time – they do not have to wait for their annual ISP meeting to create or update their CDP. Additionally, per Executive Order 13-04, “The provision of Employment Services by ODDS will not be delayed or denied due to the lack of a [CDP].”

21. section 3: your employment goals for your UPCOMING isp year A Note About Age: Some people exit high school prior to age 20 while others exit at 22. Section 3 is divided into two categories, each with their own age criteria. However, as stated on the declaration form, there are exceptions to the age criteria. If someone attends high school and they are 21 or 22 years old, select the “Transition Age Student” category. In contrast, if a person is 18 and has exited high school, select the “Working Age Adults” category.

22. section 3: your employment goals for your UPCOMING isp year • Students (age 18-20) • More information on how and when funding from ODDS can be accessed for students (18 and over) who are still in school is in ODDS Policy Transmittal APD-PT-13-016 (Comprehensive Services) or APD-PT-13-011 (Brokerage Services). • Students who are 18 and over and still in school: If a student chooses to work, complete a CDP. If they choose not to work, review this choice again at the next ISP and/or IEP meeting. • For the Working Age Adults Category, please follow the directions on the “My Declaration” form. 

23. section 4: People who helped me to create “my declaration” Record who was involved in helping the individual to create the “My Declaration.” Examples of titles to include in “The Role in My Life” include, but are not limited to: - Mother, Father, Sister, Brother, etc. - Friend - Employment Provider - Services Coordinator or Personal Agent The name of the person’s employer only needs to be included when the person is paid to provide ODDS or VR services to the individual.

24. My Career development plan & VOCATIONAL ASSESSMENT (cdp)

25. My Cdp • Section 1: Selecting ODDS Employment Services • Section 2: Other Documentation • Section 3: Resume/Work History • Section 4: Important information I want my employment providers to know • Section 5: Potential barriers and/or areas that need special consideration • Section 6: People who helped me to create my CDP

26. Section 1: Select oddsemployment services • This section is important because employment services are funded through the Comprehensive Waiver and Support Services Waiver. • Additionally, the CDP documents services requested and employment-related goals. • Select the employment service(s) that the individual wants to participate in during their ISP year. The individual may select multiple services.

27. Section 1: an overview • For each service selected, the individual will need to choose a provider. It is fine to select the service before the individual chooses the provider. A CDP often spurs people to consider things for the first time. After a provider is selected, the individual’s SC or PA can update the CDP. It may be helpful to review the ODDS employment data before selecting an employment provider (s). The data is athttp://www.oregon.gov/DHS/dd/Pages/index.aspx • The term “providers” is used in this process to refer to organizations that deliver employment services. It also extends to PSWs who provide employment services.

28. Section 1: an overview • With the exception of Discovery/Career Exploration, every service provides a prompt to select a prepared goal or the individual and their team can create their own. After each selected goal, there are two boxes. The first box is for the individual and their SC or PA to document what the individual wants to accomplish in this service. The second box allows the individual and the provider to document how they will work together to accomplish the goal.

29. AN Example of different employment service providers serving the same person Joe currently receives Employment Path Facility from Sertoma Services. While Joe enjoys his time at Sertoma, the organization has not been successful in helping many people to become employed. After researching employment providers in his community, Joe and his PA learn that Bazelon Employment Services has a strong track record of helping people to become employed. While he decides to continue receiving Employment Path Facility Services from Sertoma, he selects Bazelon Employment Services to provide him with Discovery/Career Exploration, as well as Employment Path Community.

30. WHEN DIFFERENT EMPLOYMENT PROVIDERS SERVE THE SAME PERSON, COORDINATION IS A MUST In the previous example, Joe, Sertoma, Bazelon and his PA must have regular communication to ensure that the services he receives from Sertoma and Bazelon are complimentary and coordinated in their outcomes. Outcomes must be employment-related so that Joe will achieve his employment goals.

31. SECTION 1: EMPLOYMENT SERVICES: DISCOVERY/CAREER EXPLORATION (d/ces) The optimal and expected outcomes of this service are: • ADiscovery Profile; and • An application to VR – This is not needed if the individual will get a job without using DD or VR funding.

32. Section 1: employment services: employment path • Path services are provided to individuals who are expected to be able to join the general work force with the assistance of supported employment services; • To select a Employment Path Service, the individual must have a goal of achieving at least one of these: exploring, pursuing, obtaining or advancing in community employment • The individual may select one or both of the Path Services. Specify the anticipated time period that the individual will receive this time-limited service.

33. Section 1: employment path Services Employment Path Community: The expected outcomes of this service are a referral to VR and integrated, individual employment. The service is primarily directed at teaching non-job task specific skills that will lead to greater opportunities for competitive and integrated employment and career advancement at or above the state’s minimum wage, but not less than the customary wage and level of benefits paid by the employer for the same or similar work performed by individuals without disabilities. Employment Path Facility: Same as Employment Path Community, except the service is delivered in a facility. Expected outcomes are a referral to VR and integrated, individual employment.

34. Section 1: employment services: employment path • To make completing the CDP easier, we have included these prepared goals which may be achieved either in a facility setting or in a community setting. • To develop my skills to communicate effectively with supervisors, co-workers, customers. • To become knowledgeable of generally accepted workplace conduct and dress. • To gain greater mobility by receiving mobility skills training. • Other (specify your own goal or goals): Remember, they must further the goal of integrated employment.

35. Section 1: employment PATH services • To make completing the CDP easier, we have included these prepared goals which may be achieved in a community setting only: • To volunteer at a community organization.* • To participate in services provided by my local career center: Examples of include becoming aware of occupations that are “in-demand” by local employers, attending employment-related classes such as tips for interviewing, etc. • To tour businesses to learn about employment opportunities. * Volunteering is not to be at organizations that provide the individual with ODDS-funded services.

36. Section 1: employment path services • The individual and their team may use all, some, or none of the prepared goals. However, if none of the prepared goals are used, the individual and their team must create at least one goal. • Nearly all of the prepared goals were derived from the CMS September 16, 2011 memo from Cindy Mann. A listing of the goals that are given as examples for Employment Path services in that memo appear on the next slide. Please note that these goals apply to both Employment Path Community and Employment Path Facility.

37. Section 1: employment path services • Ability to communicate effectively with supervisors, co-workers and customers; • Generally accepted community workplace conduct and dress; • Ability to follow directions; • Ability to attend to tasks; • Workplace problem-solving skills and strategies; • General workplace safety and mobility training; *Source: September 16, 2011, CMS Memo from Cindy Mann, p. 7

38. Section 1: employment path services should lead to: Sustained paid employment and work experience leading to further career development and individual integrated employment for which an individual is compensated at or above the state’s minimum wage, with a goal of not less than the customary wage and level of benefits paid by the employer for the same or similar work performed by individuals without disabilities. *Language from Proposed Comprehensive Waiver & Support Services Waiver

39. Section 1: small group employment DEFINITION: Services and training activities provided in regular business, industry and community settings for groups of two (2) to eight (8) individuals with disabilities. Examples include mobile crews and other business-based workgroups. Services and training activities must be provided in a manner that promotes integration into the workplace and interaction with people without disabilities in those workplaces. *Language from Proposed Comprehensive Waiver & Support Services Waiver

40. Section 1: small group employment CMS does not consider Small Group Employment to be an end goal. Rather, CMS’s expected and optimal outcome for Small Group Employment is: . . . sustained paid employment and work experience leading to further career development and individual integrated community-based employment for which an individual is compensated at or above the minimum wage, but not less than the customary wage and level of benefits paid by the employer for the same or similar work performed by individuals without disabilities. *Source: September 16, 2011, CMS Memo from Cindy Mann, p.11

41. Section 1: small group employment If an individual selects this service, they may want to consider the following as they decide what they want to achieve in this service: • This service is not an end in and of itself, but rather is a stepping stone to individual, integrated employment. However, Small Group Employment is not, nor should it ever be thought of, as a necessary pre-requisite to individual, integrated employment.

42. Section 1: small group employment • What they would like the job coach to do, so they will realize the integrated employment outcome that is in their ISP. Some examples of areas that a person might want to invest their time in, include, but are not limited to: • Communicate effectively with supervisors, co-workers and others. • Follow directions and attend to tasks. • Address work place problem solving skills. • Be safe at work. • Navigate the workplace (mobility training, etc.); or • Learn new job skills or hone existing skills at your current job.

43. Section 1: JOB COACHING • Please note that the official name of Job Coaching is “Supported Employment Individual” but for the sake of clarity we call it “Job Coaching” in the CDP. • There are two types of Job Coaching: • Initial Job Coaching • Ongoing Job Coaching

44. Section 1: JOB COACHING Job Coaching*, Initial and/or Ongoing may be used for**: • Individuals working in an individualized job in an integrated setting and earning at least minimum wage; • Individuals working in an individualized job in an integrated setting who are working toward earning at least minimum wage. • Identification and delivery of services and supports that assist the individual in maintaining self-employment through the operation of a business. Medicaid funds may not be used to defray the expenses associated with operating a business. *Neither Job Coaching Initial nor Ongoing is used for Small Group Employment **Language from Proposed Comprehensive Waiver & Support Services Waiver

45. Section 1: JOB COACHING • Initial Job Coaching may include short term supports needed to assist the individualas they begin to learn their new job.This is a time-limited service. • Ongoing Job Coaching is designed to provide support needed to assist the individual in maintaining the job long-term.

46. Section 1: JOB COACHING Here are a few examples of supports that an individual may want to consider when developing the job coaching service in their CDP. I would like my job coach to: • Develop a good relationship with my supervisor and co-workers, • Help me to connect to a Benefits Counselor at least annually to ensure coordination with Social Security and/or Medicaid, • Keep my SC or PA updated about any changes or notable events, • Coordinate with others who provide me with paid supports and/or family members to ensure that I am prepared for work – examples include meals, grooming, making sure people know when I need to be at work, etc.

47. Section 1: JOB COACHING The motto of a successful job coach is “the less I am needed, the more I have succeeded.”

48. Section 1: JOB DEVELOPMENT is support to: • Obtain a job in an integrated employment setting in the general workforce for which an individual is compensated at or above the minimum wage, but ideally not less than the customary wage and level of benefits paid by the employer for the same or similar work performed by individuals without disabilities. • Assist the individual in an individualized job in an integrated setting who is not earning at least minimum wage and who needs a different job to earn at least minimum wage. *Language from Proposed Comprehensive Waiver & Support Services Waiver

49. Section 1: JOB DEVELOPMENT is support to: • Assist the person to identify potential self-employment business opportunities and assistance in the development of a self-employment business plan, including potential sources of business financing and other assistance in developing and launching a business. Medicaid funds may not be used to defray the expenses associated with starting up a business. • Receive ODDS-funded job development services when VR has denied the person services. *Language from Proposed Comprehensive Waiver & Support Services Waiver

50. Section 2: other documentation • Please select the documents that the individual has that would be helpful to inform the next steps. Documents may include an Individual Education Plan, Individual Plan for Employment, Summary of Performance, etc. Such documents can be a valuable source of information for the person and those who are supporting the person to be employed in the community.