Revision17-1; Effective November 1, 2017

In the Community Living Assistance and Support Services (CLASS) program, the Consumer Directed Services (CDS) option is available to individuals who choose to self-direct one or more of the following program services:

• CFC PAS/HAB;
• CLASS transportation - habilitation;
• in and out-of-home respite;
• nursing (includes registered nursing, licensed vocation nursing, specialized registered nursing and specialized licensed vocational nursing);
• employment assistance;
• supported employment;
• cognitive rehabilitation therapy;  
• physical therapy;
• occupational therapy; or
• speech/language pathology.

When individuals select the CDS option, they are required to use Financial Management Services (FMS). Individuals may also access support consultation if it is determined to be a necessary support to assist the individual in successfully using the CDS option.

A Financial Management Services Agency (FMSA) chosen by the individual or legally authorized representative (LAR) provides FMS. FMS includes processing payroll and payables on behalf of the CDS employer. This includes serving as the CDS employer's fiscal/employer agent to ensure that federal, state and local employment taxes and labor and workers' compensation requirements are implemented in an accurate and timely manner. FMS also includes orientation, training, support and assistance with and approval of CDS employer budgets.

Support consultation is an optional service provided by a support advisor and provides a level of assistance and training beyond that provided by the FMSA through FMS. Support consultation helps a CDS employer to meet the required employer responsibilities of the CDS option and successfully deliver program services. Individuals may choose a support advisor from the list of support advisors who have met Texas Health and Human Services Commission (HHSC)  support advisor training requirements, located on the HHSC website at apps.hhs.texas.gov/providers/CDS/advisors.cfm. The FMSA must make a qualified support advisor available to individuals to whom they provide FMS. The CDS employer may choose to receive support consultation services from the support advisor associated with their FMSA or another qualified support advisor. Payment for support consultation is budgeted within the CDS portion of the individual's budget and is not a separate and distinct service on the Individual Plan of Care (IPC). Support consultation is available for CDS employers who choose additional support for hiring, dismissing, and training attendants. Support consultation provides more extensive training than CFC support management described below.

Community First Choice (CFC) support management offers training on how to select, manage, and dismiss an unlicensed service provider of CFC PAS/HAB. Support Management is a voluntary training benefit rather than a service. There is no reimbursement rate.  A Direct Services Agency (DSA) and a FMSA are required to offer support management. DSAs and FMSAs will provide the CFC Support Management Handout (PDF) |Spanish (PDF), along with a verbal explanation, to individuals whose service plan includes support management.

4110 Offering the CDS Option

Revision 17-1; Effective November 1, 2017

The individual's CLASS case manager at the case management agency (CMA), is required to offer the CDS option at the time of CLASS program enrollment, at least annually, and at any other time upon request of the individual or LAR.

Individuals have a choice in how their services are delivered:

• Agency Option — The individual/LAR chooses to have a CLASS direct service agency (DSA) deliver their CLASS program services.
• CDS Option — The individual/LAR serves as the employer of direct service providers for those CLASS program services chosen to be delivered through CDS.

The service delivery option individuals select is based on their own preferences, as discussed during the service planning process. It is important to tell individuals they may switch service delivery options at any time. It is possible to have some services delivered through the CDS option and have other services delivered through the agency option. If they select the CDS option, they can switch to the agency option at any time. However, if an individual switches from the CDS option to the agency option, they must wait 90 days before switching back to CDS.

The CLASS case manager offers the CDS option by reviewing the following HHSC forms with the individual.

Form 1581, Consumer Directed Services Option Overview — The purpose of Form 1581 is to introduce the CDS option. Form 1581 gives an overview of the differences between the CDS option and the agency option. This form, when signed, provides acknowledgement the CLASS case manager has provided, both orally and in writing, an overview of the benefits and responsibilities of the CDS option in CLASS.

• If the individual chooses at this point to decline the CDS Option, the case manager completes Form 1584, Consumer Participation Choice, indicating the choice of the agency option. The case manager does not complete HHSC Form 1582, Consumer Directed Services Responsibilities, Form 1583, Employee Qualification Requirements, or Form 1586, Acknowledgement of Information Regarding Support Consultation Services in the Consumer Directed Services (CDS) Option.
• If the individual wants to know more about the CDS option, the case manager continues to Form 1582.

Form 1582, Consumer Directed Services Responsibilities — The purpose of Form 1582 is to provide more detailed information to the individual or LAR about the responsibilities assumed if the CDS option is selected. It concludes with the CDS Consumer Self-Assessment. If the individual or LAR (the employer) is not able to complete the Consumer Self-Assessment, a person appointed by the employer to be the employer's Designated Representative (DR) must be able to complete the Consumer Self-Assessment for the individual receiving services to participate in the CDS option. Form 1720 designates a representative for employer duties. The purpose of the self-assessment is to:

• assist the individual or LAR determine if they want to self-direct their services; and
• determine what support might be needed for the individual/LAR to self-direct services.

The self-assessment may not be used to determine that an individual/LAR cannot use the CDS option. If the individual or their LAR has difficulty responding to the self-assessment questions, they probably will need a designated representative (DR) to help them implement the CDS option. It is the FMSA's responsibility to assist them with appointing a DR.

• If the individual chooses at this point to decline the CDS option, the case manager completes Form 1584, indicating the choice of the agency option. The case manager does not complete HHSC Forms 1583 or 1586.
• If the individual wants to know more about the CDS option, the case manager continues to Form 1583.

Form 1583, Employee Qualification Requirements — The purpose of Form 1583 is to provide important definitions of terms used with CDS. This form includes information about who can be the CDS employer, who can be a DR, and who can and cannot be hired as an employee in the CDS option for CLASS.

• If the individual chooses at this point to decline the CDS option, the case manager completes Form 1584, indicating the choice of the agency option. The case manager does not complete HHSC Form 1586.
• If the individual wants to select the CDS option, the case manager continues to Form 1584.

Form 1584, Consumer Participation Choice — The purpose of Form 1584 is to document the individual's/LAR's choice of service delivery option. If the individual or LAR is selecting the CDS option, the individual also must select an FMSA of his or her choice.

The case manager will provide a list of FMSAs serving the individual's CLASS catchment area. The FMSA choice list is available at apps.hhs.texas.gov/providers/cds/cdsas/CLASS.cfm.

To locate FMSAs serving the individual's local area, type in the county in which the individual resides. The case manager should encourage the individual or LAR to call and interview several FMSAs before selecting one.

Important: FMSAs are not required to be located in the same town in which the individual resides. FMSAs provide FMS. This service does not require ongoing face-to-face contact. While FMSAs are required to make one visit to the individual's home to conduct the CDS orientation before service initiation, the FMSA conducts the remainder of their business via email or fax with the individual or LAR, or DR if one has been appointed.

Form 1586, Acknowledgement of Information Regarding Support Consultation Services — The purpose of Form 1586 is to provide information to the individual or LAR regarding the availability of support consultation in the CLASS program. The use of support consultation is optional. If the individual or LAR requests support consultation during the service planning process, this service must be included in the IPC. During the development of the IPC, the number of units of support consultation must be determined for inclusion in the IPC. The amount and duration of support consultation needed by the individual will vary. Since payment for support consultation is drawn from the CDS employer's service budget, there are no additional funds available to pay for support consultation.

Support consultation provides practical skills training, coaching, and assistance related to employer responsibilities, including:

• principles of self-determination;
• recruiting, screening and hiring workers;
• completing documents and assessments required to employ a person, retain a contractor or vendor, and manage service providers;
• negotiating service agreements, including pricing and scheduling services, goods and items;
• effective communication, decision-making and problem-solving skills to meet employer responsibilities ;
• tools for accessing information, resources and assistance;
• contacting appropriate people or entities based on their roles, responsibilities and eligibility related to the individual's program or the CDS option;
• participating in service planning team (SPT) meetings at the employer's request; and
• complying with requirements of the individual's program as related to services delivered through the CDS option.

A support advisor provides support consultation. FMSAs are required to make support advisors available through their agency.

The individual or LAR may select a qualified support advisor provided by his or her FMSA, or may opt to choose a certified support advisor who is not associated with the FMSA from the list of qualified support advisors.

The list of support advisors who completed the required support advisor training is available on the HHSC website at apps.hhs.texas.gov/providers/CDS/advisors.cfm.

Form 1720, Appointment of a Designated Representative

The purpose of Form 1720 is to appoint a representative to perform specific employer tasks delegated by the Individual or LAR. The individual or LAR will choose a designated representative to perform certain employer tasks. If the designated representative is not a relative, the FMSA must conduct a criminal conviction check using the Texas Department of Public Safety public website.

Form 1735, CLASS, Service Provision Requirements Addendum

The purpose of Form 1735 is to provide program specific information about the services that can be self-directed, the provider qualifications, service delivery documentation and training requirements. By signing and dating Form 1735-CLASS, the CDS employer (individual or LAR) or DR certifies that they have read, understood, and agreed to comply with the CLASS program requirements.

4120 Service Backup Plans

Revision 17-1; Effective November 1, 2017

The CDS employer (individual or LAR) is responsible for developing a backup plan for self-directed CFC PAS/HAB and nursing services. CLASS Transportation - Habilitation  services do not require a service backup plan. CDS service backup plans are documented on Form 1740, Service Backup Plan. The CDS employer's plan must be reviewed and approved by the SPT.

It is the case manager's responsibility during each IPP Service Review to review a CDS employer's backup plan to determine whether the strategies are reasonable and viable contingencies in the event an individual is unable to receive a critical program service by their regular service provider. If the case manager determines the strategies are not reasonable and viable, the case manager may support the CDS employer as needed to develop a viable plan. The case manager may also suggest the CDS employer consider using support consultation to assist in the development of a backup plan.

The CDS employer is responsible for providing the FMSA with the copy of each service backup plan within five working days after it has been approved by the SPT.

Backup plan strategies may include both formal and informal supports. If backup services are to be purchased from a CLASS DSA, the CDS employer must include such costs in the CDS budget. In addition, people who are paid to provide backup services must pass all criminal history and registry checks. Funds must be allocated in the individual's budget for criminal history checks of backup service providers.

4130 Service Planning

Revision 17-1; Effective November 1, 2017

The SPT consists of the case manager, the applicant/individual/LAR, DSA representative(s), and other people requested by the applicant/individual/LAR to develop a proposed IPC, using Form 3621, CLASS/CFC – Individual Plan of Care. The FMSA does not play a role in the CLASS service planning process. FMSA staff does not attend SPT meetings, unless requested by the individual. The CDS employer is responsible for developing the PAS/Habilitation Plan - CLASS/DBMD/CFC in conjunction with the SPT. Any change in the amount of a service delivered through the CDS option must be discussed and justified by the SPT as part of the SPT process.

HHSC may, at any time, request documentation to justify a service. If HHSC requests this documentation for a service the individual or LAR has chosen to self-direct using the CDS option, the CDS employer is responsible for providing the documentation to HHSC. The CDS employer may request support from the case manager to provide this documentation for HHSC.

The SPT must revise the IPC to include any change in the amount of a service(s). For all IPC revisions, the case manager must provide a copy of the IPC to the FMSA within five business days of HHSC transmission of the authorized IPC, as evidenced by the fax transmittal date on the documents.

A support advisor may participate in service planning meetings if requested by the individual or LAR. A support advisor must notify the individual's case manager:

• when support consultation service goals have been met;
• if the person receiving support consultation is unable or unwilling to cooperate with service delivery; or
• of the progress and status of the consumer-directed service required by the individual's program.

The individual or LAR (that is, "employer") is responsible for:

• ensuring service delivery activities are in accordance with the individual's service plan and justification for the CDS service; and
• ensuring service delivery documentation is accurate.

A support advisor may provide coaching in any of the areas listed above.

Revision 17-1; Effective November 1, 2017

To enroll an individual in the CDS option, the case manager sends the following documents to the FMSA:

• a completed Form 1584, Consumer Participation Choice, within five business days after the individual or LAR selects the CDS option;
• a copy of the completed PAS/Habilitation Plan - CLASS/DBMD/CFC schedule; and
• a copy of the completed proposed IPC when it is sent to HHSC for authorization.

The FMSA needs the proposed IPC in order to conduct the required CDS orientation with the individual or LAR before services delivered via the CDS option can begin.

During the CDS orientation, several key activities must occur before services starts. The FMSA will:

• explain the hiring process to the employer, including the required criminal history, registry and Medicaid exclusion checks;
• ensure the employer understands who can and cannot be hired to provide CLASS services under the CDS option (e.g., CFC PAS/HAB or CLASS habilitation, respite, nursing, physical therapy, occupational therapy or speech/language pathology);
• work with the employer to develop the draft CDS budget, which includes the hours direct service providers will work, wage rate and benefits for each employee hired and project expenditures for employer services and supports, including support consultation if included on the IPC (the draft CDS budget is based on the proposed IPC); and
• explain service delivery documentation must relate back to the individual's plan of care and justification for each CLASS service.

The FMSA will need to know the number of hours of CFC PAS/HAB or CLASS habilitation, respite, nursing, physical therapy, occupational therapy, speech/language pathology or support consultation on the proposed IPC in order to assist the employer with development of the CDS budget. The FMSA conducts the CDS orientation while the proposed IPC is under review by HHSC.

The FMSA is required to notify the case manager via HHSC Form 2067, Case Information when the orientation has been completed. The case manager files the form in the individual's record.

Services delivered through the CDS option may not begin until:

• the in-person CDS orientation has been completed;
• direct service provider eligibility has been determined and verified by the FMSA;
• the service provider agreement(s) has been signed;
• the CDS budget has been approved by the FMSA; and
• the IPC has been authorized by HHSC.

HHSC notifies the CMA in writing of whether the proposed IPC is authorized. The case manager must then provide the FMSA with a copy of the HHSC authorized IPC. In the event the number of hours authorized for a CDS service changes as a result of HHSC review, the case manager will notify the FMSA of the change by sending Form 2067 to the FMSA so that adjustments can be made to the individual's CDS budget as necessary.

Financial Management Services (FMS)

For individuals who use the CDS option, the IPC must include FMS. FMS is authorized as a monthly service. For example, for a 12-month period, 12 units of FMS must be included on the IPC.

Support Consultation

If the individual or LAR requests support consultation or the individual's SPT determines support consultation would be beneficial to provide employer coaching, hours for support consultation must also be included on the IPC.

Support consultation is to be used, as needed. On average, an individual may be authorized for six to nine hours of support consultation per year. It is generally not the type of service to be used on a weekly basis.

Note: A CLASS DSA is not responsible for delivering or billing for a service delivered through the CDS option.

If the individual or LAR decides to receive nursing through the CDS option, the DSA is not responsible for supervising or verifying the credentials of the nurse hired by the CDS employer.

Revision 17-1; Effective November 1, 2017

The case manager monitors CDS services in the same manner as CLASS services delivered through the agency option. A key monitoring role is to determine whether the individual's health and safety is at risk in the environments in which the individual receives CLASS, CFC, and non-CFC/CLASS services and, if necessary, to take action to protect the individual's health and safety. If the case manager learns of a problem with the FMSA, the case manager may report the FMSA to Consumer Rights and Services at HHSC. More detailed information regarding consumer rights and services may be found in Section 1200, Interest List.

The FMSA is required to provide the case manager and CDS employer quarterly reports of expenditures for each CDS. The purpose of these reports is to determine over or under utilization of services. The FMSA will also note any areas of non-compliance with the CDS option on the quarterly report.

Revision 13-2; Effective September 6, 2013

Based on review of the quarterly reports or a monitoring visit, the case manager may request a corrective action plan from the employer. It is important to remember it is the CDS employer's responsibility, not the FMSA's, to ensure services are delivered, services are provided in accordance with the service plan, and program rules are being followed.

At the request of the case manager or the FMSA, the CDS employer must develop a corrective action plan using Form 1741, Corrective Action Plan. The person requesting the corrective action plan completes the top part of the form indicating the specific reason a corrective action plan is needed (for example, over expenditure or failure to submit required documentation to the FMSA in a timely manner). The CDS employer completes the corrective action strategies section of the form. The CDS employer must provide a written corrective action plans to the person requiring the plan within 10 calendar days after receiving the request. The CDS employer's plan must be reviewed for feasibility and signed by the SPT. It is the case manager's responsibility to review a CDS employer's corrective action plan to determine whether the resolution proposed in the plan represents a reasonable and viable solution to the identified problem. If the case manager determines the resolution proposed in the plan is not a reasonable and viable solution to the identified problem, the case manager may support the CDS employer as needed to develop a viable plan. The case manager may also suggest the CDS employer consider using support consultation to assist in the development of a corrective action plan.

Corrective action plan information needs to be specific to the identified issue and identify specific strategies and time frames for improvement. The goal of a corrective action plan is to focus on needed supports to ensure the employer succeeds in using the CDS option.

Revision 13-2; Effective September 6, 2013

An individual or LAR may voluntarily request to switch from the CDS option to the provider-managed option. An individual must remain with the provider-managed option for at least 90 days before requesting to transfer back to the CDS option.

The SPT may recommend the individual be involuntarily terminated from the CDS option. For an individual participating in CDS, the case manager must recommend DADS terminate the individual's participation in the CDS option if the case manager determines:

• the individual's continued participation in CDS poses a significant risk to the individual's health, safety or welfare;
• the individual or LAR has not complied with the CDS rules in Title 40, Texas Administrative Code, Chapter 41, Subchapter B, Responsibilities of Employers and Designated Representatives; or
• the employer failed to implement a corrective action plan within required time frames.

Before an FMSA recommends involuntary termination of participation in the CDS option to an individual's case manager, the FMSA must:

• provide documentation to the individual's case manager of additional and ongoing training and supports provided by the FMSA when an employer or DR demonstrates noncompliance with employer responsibilities;
• provide assistance requested by the employer or DR to develop and implement a corrective action plan;
• provide documentation of any corrective action plan required of the employer or DR by the FMSA in accordance with §41.221, Corrective Action Plans; and
• notify the case manager in writing in accordance with the requirements of the individual's program when recommending termination of an individual's participation in the CDS option.

On receipt of a recommendation for involuntary termination from the FMSA or other party, the individual's case manager must:

• provide assistance with accessing supports and developing and implementing a corrective action plan related to non-compliance with program and CDS requirements;
• document interventions used by the individual, employer or DR to eliminate non-compliance with program requirements for delivery of program services through the CDS option; and
• convene the SPT to:
  • consider recommendations related to the individual's participation in the CDS option;
  • recommend additional interventions to be implemented to protect the individual's health and welfare for continued participation in the CDS option; and
  • make revisions to the individual's service plan, if needed.

If the SPT recommends terminating an individual's participation in the CDS option and the individual is receiving other CLASS services from a CLASS DSA, the case manager must:

• request the FMSA submit to DADS Form 3621-T, CLASS/CFC – IPC Service Delivery Transfer Worksheet, documenting the number of service units and the amount of funds to be transferred to the CLASS DSA;
• revise the Individual Program Plan (IPP) to reflect all services will be provided by the DSA;
• work with the DSA as necessary to revise the IPC to remove FMS and support consultation and adjust the remaining funds for the services being moved to the provider-managed option, submitted by the FMSA; and
• submit a written request to DADS to involuntarily terminate the CDS option that includes:
  • a description of the service component(s) recommended for termination;
  • a statement of the reasons why termination is recommended, including failure by the employer to implement the CDS corrective action plan (Form 1741, Corrective Action Plan);
  • a copy of the CDS corrective action plan (Form 1741) describing the employer's attempts to resolve the issues before termination was recommended; and
  • a copy of the revised IPC.

The case manager will notify the FMSA (using Form 2067, Case Information) a request to terminate the CDS option has been sent to DADS for approval.

Revision 13-2; Effective September 6, 2013

An individual or LAR may transfer to a new FMSA at any time. Upon request, the case manager will provide a list of FMSAs serving the individual's CLASS catchment area to the individual or LAR. The FMSA choice lists are on the DADS website at apps.hhs.texas.gov/providers/cds/cdsas/CLASS.cfm.

To locate FMSAs serving the individual's local area, select the county in which the individual resides. The case manager should encourage the individual or LAR to call and interview several FMSAs before selecting one.

4610 Transferring FMSA

Revision 17-1; Effective November 1, 2017

The transferring FMSA must provide the case manager with the current balance of each service category based on most current IPC authorized and actual delivery up to the transfer effective date (Form 3621-T, CLASS/CFC – IPC Service Delivery Transfer Worksheet). The total number of service units provided before the effective date of the transfer is the sum of the number of service units:

• provided and paid;
• provided that have been billed but not yet paid; and
• to be provided until the transfer effective date.

Within five calendar days of notification by the case manager of the individual's decision to transfer to a different FMSA this information must be delivered to the receiving FMSA.

4620 Receiving FMSA

Revision 13-2; Effective September 6, 2013

The receiving FMSA's responsibilities start on the transfer effective date, as identified on Form 3621-T, CLASS/CFC – IPC Service Delivery Transfer Worksheet. The total number of service units available to the individual after having selected the receiving FMSA is the number of service units to be provided from the transfer effective date until the end of the IPC effective period.

Note: FMSAs are not required to be located in the same town in which the individual resides. FMSAs provide FMS. This service does not require ongoing face-to-face contact. While FMSAs are required to make one visit to the individual's home to conduct the CDS orientation before service initiation, the FMSA conducts the remainder of its business via e-mail or fax with the individual or LAR, or the DR if one has been appointed.

4630 Services in the CLASS Programs Available Through the CDS Option that may be Received Outside of the State of Texas

Revision 17-1; Effective November 1, 2017

An individual in the CLASS Program may receive only the following services through the CDS option while the individual is temporarily staying at a location outside the state of Texas:

• community first choice personal assistance services/habilitation (CFC PAS/HAB);
• registered nursing;
• licensed vocational nursing;
• specialized registered nursing;
• specialized licensed vocational nursing; and
• out-of-home respite in a camp setting.

Time Limit on Receiving Services Outside of the State of Texas

An individual in the CLASS Program may receive services listed above through the CDS option while the individual is temporarily staying at a location outside of the State of Texas for no more than 30 calendar days within a service plan year.

Notifications to the Case Manager and FMSA from the CDS Employer

If an individual wants to receive a service through the CDS option while the individual is temporarily staying at a location outside the State of Texas, a CDS employer must, at least five working days before the individual leaves the state, send written notification to the individual’s case manager and FMSA stating the individual is temporarily staying at a location outside the state. If circumstances beyond the CDS employer’s control do not permit the notification to be sent within the five-day time frame, the CDS employer must, at least 24 hours before the individual leaves the state, send written notification to the individual’s case manager and FMSA stating the individual is temporarily staying at a location outside the state.

The written notification must include:

• the name of the individual who will be receiving a service outside the state of Texas;
• the type of service the individual will be receiving;
• the date the delivery of the service will begin;
• the specific location where the individual will be receiving the service;
• the length of time the individual is expected to be outside the state of Texas which may be no more than 30 calendar days within a service plan year;
• contact information for the individual or legally authorized representative while the individual is outside the state of Texas;
• a copy of a completed HHSC Form 1739, CDS Service Provider Agreement, for the service provider who will be providing the service outside the state of Texas; and
• an acknowledgement stating the employer and service provider will follow applicable HHSC;
• rules while providing services outside the state of Texas.

Within three working days after the individual's return to the individual’s residence in Texas, the employer must notify the individual's case manager and FMSA, by phone or in writing, of the individual’s return. The FMSA and case manager must keep the notifications required above in the individual’s record.

If a CDS employer does not comply with the notification requirements described above, the CDS employer may be required to develop a corrective action plan in accordance with HHSC rule at Texas Administrative Code (TAC), Title 40, §41.221.

More information on this option is available in Information Letter No. 16-35 – Receiving Services Outside the State of Texas in the CLASS and DBMD Programs.

Revision 17-1; Effective November 1, 2017

The CDS rules are available on the Secretary of State's website at http://texreg.sos.state.tx.us/public/readtac$ext.ViewTAC?tac_view=4&ti=40&pt=1&ch=41.

CDS Frequently Asked Questions is at hhs.texas.gov/doing-business-hhs/provider-portals/long-term-care-providers/consumer-directed-services-cds/how-cds-works. CDS brochure is at hhs.texas.gov/sites/default/files/documents/doing-business-with-hhs/providers/long-term-care/cds/cds-faqs.pdf.

CDS Roles and Responsibilities Chart is at hhs.texas.gov/doing-business-hhs/provider-portals/long-term-care-providers/consumer-directed-services-cds/implementing-cds.

Additional information regarding CDS may be found at hhs.texas.gov/doing-business-hhs/provider-portals/long-term-care-providers/consumer-directed-services-cds/cds-training-presentations.

Form Resources

As part of the CDS option, the following forms may need to be completed:

• Form 1581, Consumer Directed Services Option Overview
• Form 1582, Consumer Directed Services Responsibilities
• Form 1583, Employee Qualification Requirements
• Form 1584, Consumer Participation Choice
• Form 1586, Acknowledgement of Information Regarding Support Consultation Services in the Consumer Directed Services (CDS) Option
• Form 1720, Appointment of a Designated Representative
• Form 1735, CLASS, Service Provision Requirements Addendum
• Form 1740, Service Backup Plan
• Form 1741, Corrective Action Plan
• Form 2067, Case Information
• Form 3596, PAS/Habilitation Plan - CLASS/DBMD/CFC
• Form 3621, CLASS/CFC – Individual Plan of Care
• Form 3621-T, CLASS/CFC – IPC Service Delivery Transfer Worksheet
• Form 3629, Individual Program Plan Addendum
• Form 8606, Individual Program Plan (IPP)