Products

The toolkits are designed to assist agencies in meeting HCBS compliances. You have multiple choices of different documents on various policies and procedures, customizable templates, and guides.  These are invaluable tools for your road to compliance for The HCBS FINAL RULE.

CONTENT BENCHMARK:

DSP COMPETENCY AREAS PACKAGE (5)
DSP Evaluation Document (Fillable PDF)
DSP Code of Ethics (PDF)
DSP The Foundation of Direct Support Practice (PDF)
Hiring A Great DSP: Toolkit (PDF)
DSP Sample Study Guide (PDF)  

GRIEVANCE POLICY TEMPLATE (WORD DOC)
The following Documents are included in this template:
1. GRIEVANCE POLICY
2. GRIVANCE/CONCERN FORM
3. GRIEVANCE INVESTIGATION FORM
4. GRIEVANCE RESOLUTION RESPONSE 

WORKPLACE VIOLENCE PREVENTION PLAN PACKAGE
The following documents are included in this WORKPLACE VIOLENCE PREVENTION PLAN TEMPLATE:
WORKPLACE VIOLENCE PREVENTION PLAN (LARGE COMPANY FORMAT – EXTENSIVE FORM)  WORKPLACE VIOLENCE PREVENTION PLAN (SMALL COMPANY FORMAT – SHORT FORM)
WORKPLACE VIOLENCE PREVENTION PLAN POLICY
STATE OF CALIFORNIA LABOR CODE SECTION 6401.7 (REFERENCE ONLY)
STATE OF CALIFORNIA LABOR CODE SECTION 6401.9 (REFERENCE ONLY)
VIOLENT INCIDENT LOG  EMPLOYEE SECURITY SURVEY
EMERGENCY CONTACT INFORMATION
EMPLOYEE TRAINING RECORD
WORKPLACE VIOLENCE HAZARD ASSESSMENT
INCIDENT REPORT  


CONTENTS OF PROVIDER BEST PRACTICES PACKAGE (58) HCBS SETTINGS COMPLIANCE CHECKLISTS/SETTINGS RULES (PDF Documents) – (16) These documents assist with the Provider’s checks and balances for HCBS Compliance
HCBS POLICY TEMPLATES (Editable Word Documents) – (17) These easy-to-use customizable documents give the provider a head start to create HCBS polices.  
HOUSE VALUES/LEASE AGREEMENT (3) 
HCBS MODIFICATION DOCUMENTS (PDF Format) – (4) This document assists the Provider with restrictions that might be placed on a Resident’s HCBS RIGHTS.
REMEDIATION PLAN TOOLKIT DOCUMENTS (PDF Format/Word Documents) – (8)
RESIDENT COUNCIL MEETING TOOLKIT (PDF Format/Word Documents) – (8) HCBS – RIGHT TO CHOICES – This document is a tool for the Provider to PROVE the Resident is making choices for themselves and is participating in their own lives.
VIDEO SURVEILLANCE PRIVACY POLICIES (Editable Word Documents) (2) HCBS RIGHT TO PRIVACY – Providers who install Video Surveillance must make sure the employees and Residents are aware there are live cameras on the property. 


VIDEO SURVEILLANCE PRIVACY POLICIES (2)
1. EMPLOYEE VIDEO SURVEILLANCE POLICY (Word Document)
2. VIDEO SURVEILLANCE PRIVACY POLICY (Word Document) 

RESIDENTIAL COUNCIL MEETING TOOLKIT (PDF Format/Word Documents) – (8)
1. OVERVIEW: RESIDENTIAL COUNCIL MEETING (PDF Format)
2. HANDBOOK: RESIDENTIAL COUNCIL MEETING (PDF Format)
3. AGENDA: RESIDENTIAL COUNCIL MEETING (Word Document)
4. BYLAWS: RESIDENTIAL COUNCIL MEETING (Word Document)
5. MINUTES: RESIDENTIAL COUNCIL MEETING (Fillable PDF Format)
6. RESIDENT’S RIGHTS (Word Document)
7. SLATE OF OFFICERS (Fillable PDF Format)
8. RESOLUTION FORM: RESIDENT COUNCIL (Word Document) 

HOUSE VALUES/LEASE AGREEMENT (3)
There are (3) Documents included in this package as follows:
Residency Lease Agreement This document is intended to be a basic Lease Agreement for the Resident that will be occupying the mentioned Residence.

Residency Lease Agreement – Addendum (House Values) This document is an Addendum and is part of the Rental/Lease Agreement. It is intended to inform the Resident of the House Values for the residence of their choice.

House Values (a.k.a. House Rules) This document is a guide for acceptable “House Values” for your Residential Setting.

Generally, the House Values below should be posted in the Residential Setting and will apply to the Residents as well as the Staff. This document “suggests” verbiage for some of these policies. However, you should read, review, and update the House Values to ensure they are appropriate for your setting. 

EMPLOYEE HANDBOOK TEMPLATE FOR CALIFORNIA (Word Document) - (1)
Properly written and communicated policies can help you: 
Comply with complex federal and state regulations.
Ensure fair and consistent treatment of employees. 
Avoid misunderstandings that could potentially lead to lawsuits.
Orient new employees.
Educate supervisors and managers.
Establish legal protections. 


REMEDIATION PLAN TOOLKIT DOCUMENTS (PDF Format/Word Documents) – (8)
1. Remediation Plan Template (Fillable PDF)
2. DHCS/DDS – VALIDATION/REMEDIATION TIMELINE FOR 2024 (PDF)
3. Suggestion/ Possible Documentation for each Federal Requirement for Residential and Non-Residential Facilities (PDF)
4. List of Acceptable Documentation for Validation/Remediation According to Enclosures 2a, 4a, 2b and 4b (PDF)
5. RESIDENTIAL VALIDATION: Enclosure 2b (Word Doc)
6. RESIDENTIAL REMEDIATION: Enclosure 4b (Word Doc)
7. NON-RESIDENTIAL VALIDATION: Enclosure 2a (Word Doc)
8. NON-RESIDENTIAL DREMEDIATION: Enclosure 4a (Word Doc) 


SUCCESSION PLANNING TOOLKIT DOCUMENTS (PDF Format) – (13)
1. Succession Plan Guide (PDF)
2. Succession Plan Template (WORD)
3. Development of Board Succession Plan (WORD)
4. BOARD Succession Plan Template (WORD)
5. Succession Planning Worksheet Template (WORD)
6. BUSINESS Succession Planning Worksheet Template (WORD)
7. EMPLOYEE Succession Planning Worksheet Template (WORD)
8. CEO Succession Planning Template (WORD)
9. CEO Succession Plan Template – Short Form (WORD)
10. EMERGENCY Succession Plan Template – Short Form (WORD)
11. FAMILY Succession Plan template – Short Form (WORD)
12. BOARD Resolution (PDF – Fillable)
13. CORPORATE Resolution – Example (PDF) 

HCBS PERSON-CENTERED PLANNING DOCUMENTS (PDF Format) – (6)
1. Resident Lease (Example)
2. Residential Agreement Guidelines - DHCS Attachment (Example)
3. Positive-Personal Profile (Example)
4. Person-Centered Planning Tool
5. Person Centered ADA Notice (Post)
6. Checklist: State Program Offices (Regional Centers) 

HCBS MODIFICATION DOCUMENTS (PDF Format) – (4)
1. HCBS Modification Process
2. HCBS Modification Form and Instructions (Fillable PDF)
3. A Focus on Modifications Under the HCBS Settings Rule 
4. Examples of HCBS Assessed Needs

HCBS SETTINGS COMPLIANCE CHECKLISTS (PDF Documents) – (16)
1. Community Integration
2. Choice of Services and Supports
3. Choice of Setting
4. Right to Dignity and Respect
5. Free from Coercion and Restraint
6. Right to Independence
7. Right to Furnish/Decorate Own Living Space
8. Residency Lease Agreement
9. Access to Food
10. Right to Have Visitors
11. Physical Accessibility
12. Lockable Doors
13. HCBS Modifications
14. Control of Resources/Finances
15. Privacy 
16. Settings Rules (Guide)