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What to Expect in a
    ReBAR Assessment
        Interview
 Orientation for CDDP, County,
and Provider Staff participating
   in assessment interviews

              3-10-09
What Will You Learn Today?
• Why Oregon is doing assessments
• What the SIS assessment is and who created it
• Who will get an assessment
• What the assessment measures
• What the assessment interview will be like
• Examples of assessment questions and ratings
• How Oregon will use the information
• How YOU can prepare for an interview


                                                  2
ReBAR: Restructuring Budgets,
     Assessments & Rates

ReBAR is a project to restructure DD Comprehensive
  Services rates to make them more:

Sensible: understandable to all and directly related to a
  consumer’s support needs
Portable: consumers can carry their level of need
  assessment and an appropriate budget as they move or
  change providers or settings
Fair: Allocations are uniformly determined – individuals
  with similar needs get similar budgets


                                                            3
ReBAR Changes Start With . .
 “A” for an Assessment

 for each individual consumer




                               4
Why does the State
   want to do assessments?
Because Oregon wants a fair way to
measure everyone’s support needs.




                                5
Over the next 5 years…

All adults living in
or moving into
DD group homes
or Supported
Living programs…
                       …will get a
                       ReBAR
                       assessment.
                                     6
The ReBAR Assessment is an
          Interview
          What do you need?




Asking the consumer and
participants like YOU some
questions.
                               7
The list of questions will come
 from a tool called the SIS


      Supports        SIS®
      Intensity
      Scale…
      or SIS
                                  8
The group that wrote the
interview questions is AAIDD:

      American
      Association on
      Intellectual and
      Developmental
      Disabilities
                                9
AAIDD




is the largest association in the world for people
          with developmental disabilities.


                                                     10
Supports    SIS®
       Intensity
       Scale


What Does “Supports” Mean in
     the SIS Assessment?
                          11
“Supports”   means the
  assistance the consumer needs to
  do something successfully.
“Success” means a level of
performance, involvement,
and participation in an activity
that is comparable to that of
typical adults without
disabilities.
                                   12
What Does “Intensity” Mean
 in the SIS Assessment?

 Supports      SIS®
 Intensit
 y
 Scale


                             13
Intensity is the level of support a
        consumer needs.
                      • Lots of
                       support.

                      • Some
                        support.
                      • A little
                        support.
      SUPPORT


                                   14
What Does “Scale” Mean
in the SIS Assessment?

   Supports    SIS®
   Intensity
   Scale



                         15
“Scale ” means a standardized
 way to measure support needs




    Score = 1-2-3-4-5-6-

                            16
The SIS assessment measures
   support needs to find out:

 what type of support is
   needed
 how often support is
   needed
 how much support is
   needed
                                17
What will an Interview be like?




                              18
Who will be at the interview?
The Interviewer and   • Consumer
                      • Case Manager
                      • Guardian or
                       Family member
                      • 1-2 staff from
                       home
                      • 1-2 staff from
                       day or work
                                         19
Each person at the interview:

• Should have known the consumer
for at least 3 months.

•Should know about supports needed

•Should be prepared and feel free to
share information when asked


                                       20
Together, the   This will take
                about 3
group meets     hours.
with the
interviewer.




                                 21
During the interview-YOU and
           others should:
Answer all the questions even if they don’t
  seem to apply to the consumer now
  or in the future.
 Be ready to describe supports if asked.
  This is what makes the assessment picture
  complete and person- centered.
Fill out a survey at the end of the interview
  about what worked and didn’t work in the
  assessment process.

                                                 22
What if YOU know any
          topics that may:
        • make the consumer feel
          uncomfortable or
        • trigger uncomfortable
          responses

 Help the consumer tell the
interviewer or
Tell the interviewer yourself,
before the interview starts if
possible                           23
Who is the interviewer?
An experienced person who is trained
   to do SIS assessments will ask
            the questions.
                                Training
   SPD Interviewer              Notebook




                                       24
What will the interviewer do?

              Explain the
               interview process.
              Ask you the
               interview
               questions.
              Write down your
               answers on a
               computer.

                                25
The Interviewer will work with the
group to reach agreement about
  supports needed, because…
           • Not everyone sees the
             consumer the same way or
             doing the same things
           • Some items have many
             parts
           • Consumers need different
             supports in different settings

                                         26
What Kind of Questions
Will Be Asked at the Interview?




                                  27
The interviewer will ask about:
 All parts of a consumer’s everyday life

Some areas that are very personal

Things that may not be happening now
 but could happen in the future

 Let’s look at sample questions in each
 section of the SIS

                                       28
Section 1: Activity Domains
• Home Living
• Community Living
• Lifelong Learning
• Employment
• Social Activities
• Health & Safety


                                29
Example: In Home
   Living, a question you
   will be asked about is:

Bathing-Personal Grooming:
(Showering, bathing, shaving, menstrual
cycle)

•Does___ need support for personal grooming?
•If so, what type of support is needed?
•How often is it needed?
•How much time does the support take each day?
                                          30
Example: In Community
    Living, a question you will
    be asked about is:

Transportation:
(Getting from place to place in the community -
going shopping, to the bank, to leisure
activities)

•Does___ need support for transportation?
•If so, what type of support is needed?
•How often is it needed?
•How much time does the support take on a day it occurs?
                                                    31
Example: In Life Long
     Learning, a question you
     will be asked about is:

Learning Functional Academics:
(Using a watch, keeping a schedule)

•Does___ need support to follow a schedule?
•If so, what type of support is needed?
•How often is it needed?
•How much time does the support take?
                                              32
Example: In Employment,
 a question you will be asked
 about is:

Changing Job Assignments:
(Difficulty in adapting to changes in work
tasks, supports for job transition)
•Does___ need support at times of change?
•If so, what type of support is needed?
•How often is it needed?
• When needed, how much time does the
support take?
                                             33
Example: In Social
  Activity, a question you
  will be asked about is:

Socializing in the home:
(Social interaction with roommates)

•Does___ need support to socialize?
•If so, what type of support is needed?
•How often is it needed?
•How much time does the support take?
                                      34
Example: In Health & Safety, a
question you will be asked about
is:

Taking medication:
(At the correct time and prescribed level)
• How often is medication taken each day?
• How much support is needed to take
    medication?
•   How long does it take someone to help with
    daily medication?
                                             35
Section 2: Protection and Advocacy
• Advocating for Self
• Managing Money - Finances
• Protecting Self -Exploitation
• Participating Self-Advocacy
• Obtaining Legal Services
• Exercising Responsibilities
• Making Choices Decisions
• Advocating For Others
                                  36
Example: In Protection and
Advocacy, a question you will be
asked about is:
Advocating For Self:
(Expressing personal preferences including
  wants and needs, understanding choices
  and decisions)
• What type of support is needed in advocacy?
• How often is it needed?
• How much daily support time is needed?

                                            37
Section 3: Exceptional Medical
  and Behavioral Supports
Exceptional              Exceptional Behavioral
Medical Support          Support Needs
Needs                    • Externally directed
• Respiratory Care         destructiveness - Injury to
                           Others
• Feeding   Assistance
                         • Self-directed destructiveness
• Skin Care
                           - Injury to Self
• Other Exceptional
  Medical Care           • Sexual Issues
                         • Other Exceptional Behavioral
                           Support

                                                    38
Example: In Exceptional
  Medical Supports, a question
  you will be asked about is:

Skin Care:
(Turning or positioning: is assistance needed
   to reposition in chair or bed?)

If “YES” What is the level of support needed?
The scale changes to:
• No Support
• Some Support
• Extensive Support
                                                39
Example: In Exceptional Behavior
  Supports, a question you will be
  asked about is:

Externally-Directed Destructiveness:
(Aggression against others, stealing, arson, etc.)

If “YES” What is the level of support needed?
The scale changes to:
• No Support
• Some Support
• Extensive Support                           40
ReBAR Assessment
      Supplemental Questions
Oregon has added selected additional
  questions to the assessment to obtain more
  information about specific support needs
  related to:

  Exceptional Medical Support Needs

• Exceptional Behavioral Support Needs

The interviewer will ask these questions if
  indicated.
                                              41
Now let’s practice by meeting a real
consumer and see how the Questions and
Ratings work!

        Meet Carolyn.




                                  42
We will use an example from the
       Home Living Domain:

• Item: Eating Food:
 (ingesting food, chewing, swallowing)




                                   43
The interviewer will ask Carolyn:

 Question: What type of support
 do you need when you eat?
 .. . and then he or she will ask YOU
   to provide this information also.


                                   44
Answer: During meals, Carolyn
needs someone to stay close by to
observe and make sure she does not
eat too fast.




                                 45
Which of the following ratings
    fit Carolyn’s Type of Support ?
0    None
1    Monitoring
2    Verbal/Gesture Prompting
3    Partial Physical Assist
4    Full Physical Assist
Answer: “Staying Close By & Observing”
#1 = Monitoring
                                  46
The interviewer will also ask
            Carolyn:

  Question: How Often do you need
   support when you eat ?
. . . and then he or she will ask YOU
   to provide this information also.


                                    47
Answer: Carolyn
eats 4 meals each
day and needs to be
observed every time
she eats.



                      48
Which of the following ratings fit
    Carolyn’s Frequency of Support?
0   None to less than 1 time per month
1   at least 1 time per month, but not 1 time per week
2   at least 1 time per week, but not 1 time per day
3   at least 1 time per day, but not 1 time per hour
4   hourly or more frequently

Answer: “4 meals a day”
#3 = at least 1 time per day, but not 1 time
   per hour
                                                49
The interviewer will ask Carolyn:
Question: How much support time
 do you need when you eat?
. . and then he or she will ask YOU to
   provide this information also.



                                     50
Answer: Carolyn spends about 30
minutes eating each meal.




               •

                                  51
4 half-hour meals totals 2 hours each
                day.




                                 52
Which of the following ratings fit
    Carolyn’s Daily Support Time ?
0   None
1   less than 30 minutes
2   30 minutes to < 2 hours
3   2 hours to < 4 hours
4   4 hours or more
Answer:
“4 meals x 30 minutes each totals 2 hours”
 #3 = 2 hours to < 4 hours              53
The interviewer will enter the
   following into the computer for
   Carolyn:


Type of Support:      1 = monitoring
Frequency of Support: 3 = at least 1 x day but
                           not 1 x per hour
Daily Support Time:    3 = 2 hours to < 4 hours



                                           54
If the interview
sounds hard

             Remember,
             it’s not a test. There
             are no right or wrong
             answers
             . . . and YOU are there
             because YOU know this
             consumer well.          55
What happens to the SIS
     Information?




                     56
SPD will use what is learned about the
 consumer from the assessment to:
Match the consumer’s needs to a level of
 support, from lowest (called “Tier 1”) to
 highest (called “Tier 6”).
 Set an “Individual Budget Amount” (IBA)
 designed to support that level of need.


                                      57
The Individual Budget Amount (IBA)
 • The “Individual Budget Amount” (IBA) is
   the amount of funding authorized by SPD
   for the consumer for a service.
 • Right now, only DD50 residential services
    will be affected. However, the
   information from this same SIS
   assessment will be used later for DD54
   employment/day services. That is why it
   is important for day program staff to
   participate now.
                                        58
Counties, Providers, Guardians,
and Consumers will get:
                                      .




  A Summary of the SIS results with
 information helpful for person-centered
 planning and the ISP.

  Notification of the designated funding
 Tier and IBA

                                            59
OK- What more can I do to get
   ready for an interview?




                            60
Be Prepared !
• Review information about the consumer
    Know, (but don’t bring) essential information
     • Individual Support Plan (ISP)
     • Risk Tracking Record (RTR)
     • Behavior Support Plan or Nursing Care Plan
•   Talk about the consumer with other staff who
    may have a different perspective on specific
    support needs based on their work on other days
    or shifts.
•   Learn more about the SIS through websites
    listed at the end of this power point

                                               61
Watch a Video called
       “Conducting the Assessment”


   Review the
   video on the
   ReBAR Website



* Produced by Washington Division of Developmental Disabilities
                                                                  62
Go to Websites to Learn More
• SIS: General SIS reading, information, and
  completed SIS samples
  http://www.siswebsite.org/cs/root/main/supports_and_sis.


• ReBAR Program
  http://www.oregon.gov/dhs/dd/rebar/

• Oregon Council on Developmental
  Disabilities for SIS Consumer and Family Orientation
  Information l www.ocdd.org/SISorientation.htm

                                                             63
This presentation was developed using :
• A presentation designed by self advocates at the
  Pennsylvania Training Partnership for People with
  Disabilities and their Families at Temple University

• Picture Communication Symbols ©1981-2009 by
  DynaVox Mayer-Johnson. All Rights Reserved
  Worldwide. Used with permission

Adapted for Oregon:
   for consumers and families by the Oregon Council
    on Developmental Disabilities
   for counties and providers, by ReBAR Program staff in
    the SPD, Office of DD Services


                                                     64
Thank you!
   For being a part of
     these important
Assessment Interviews !!
       The ReBAR Team

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A Narrated Slideshow for Families and Providers

  • 1. What to Expect in a ReBAR Assessment Interview Orientation for CDDP, County, and Provider Staff participating in assessment interviews 3-10-09
  • 2. What Will You Learn Today? • Why Oregon is doing assessments • What the SIS assessment is and who created it • Who will get an assessment • What the assessment measures • What the assessment interview will be like • Examples of assessment questions and ratings • How Oregon will use the information • How YOU can prepare for an interview 2
  • 3. ReBAR: Restructuring Budgets, Assessments & Rates ReBAR is a project to restructure DD Comprehensive Services rates to make them more: Sensible: understandable to all and directly related to a consumer’s support needs Portable: consumers can carry their level of need assessment and an appropriate budget as they move or change providers or settings Fair: Allocations are uniformly determined – individuals with similar needs get similar budgets 3
  • 4. ReBAR Changes Start With . . “A” for an Assessment for each individual consumer 4
  • 5. Why does the State want to do assessments? Because Oregon wants a fair way to measure everyone’s support needs. 5
  • 6. Over the next 5 years… All adults living in or moving into DD group homes or Supported Living programs… …will get a ReBAR assessment. 6
  • 7. The ReBAR Assessment is an Interview What do you need? Asking the consumer and participants like YOU some questions. 7
  • 8. The list of questions will come from a tool called the SIS Supports SIS® Intensity Scale… or SIS 8
  • 9. The group that wrote the interview questions is AAIDD: American Association on Intellectual and Developmental Disabilities 9
  • 10. AAIDD is the largest association in the world for people with developmental disabilities. 10
  • 11. Supports SIS® Intensity Scale What Does “Supports” Mean in the SIS Assessment? 11
  • 12. “Supports” means the assistance the consumer needs to do something successfully. “Success” means a level of performance, involvement, and participation in an activity that is comparable to that of typical adults without disabilities. 12
  • 13. What Does “Intensity” Mean in the SIS Assessment? Supports SIS® Intensit y Scale 13
  • 14. Intensity is the level of support a consumer needs. • Lots of support. • Some support. • A little support. SUPPORT 14
  • 15. What Does “Scale” Mean in the SIS Assessment? Supports SIS® Intensity Scale 15
  • 16. “Scale ” means a standardized way to measure support needs Score = 1-2-3-4-5-6- 16
  • 17. The SIS assessment measures support needs to find out: what type of support is needed how often support is needed how much support is needed 17
  • 18. What will an Interview be like? 18
  • 19. Who will be at the interview? The Interviewer and • Consumer • Case Manager • Guardian or Family member • 1-2 staff from home • 1-2 staff from day or work 19
  • 20. Each person at the interview: • Should have known the consumer for at least 3 months. •Should know about supports needed •Should be prepared and feel free to share information when asked 20
  • 21. Together, the This will take about 3 group meets hours. with the interviewer. 21
  • 22. During the interview-YOU and others should: Answer all the questions even if they don’t seem to apply to the consumer now or in the future.  Be ready to describe supports if asked. This is what makes the assessment picture complete and person- centered. Fill out a survey at the end of the interview about what worked and didn’t work in the assessment process. 22
  • 23. What if YOU know any topics that may: • make the consumer feel uncomfortable or • trigger uncomfortable responses  Help the consumer tell the interviewer or Tell the interviewer yourself, before the interview starts if possible 23
  • 24. Who is the interviewer? An experienced person who is trained to do SIS assessments will ask the questions. Training SPD Interviewer Notebook 24
  • 25. What will the interviewer do? Explain the interview process. Ask you the interview questions. Write down your answers on a computer. 25
  • 26. The Interviewer will work with the group to reach agreement about supports needed, because… • Not everyone sees the consumer the same way or doing the same things • Some items have many parts • Consumers need different supports in different settings 26
  • 27. What Kind of Questions Will Be Asked at the Interview? 27
  • 28. The interviewer will ask about:  All parts of a consumer’s everyday life Some areas that are very personal Things that may not be happening now but could happen in the future Let’s look at sample questions in each section of the SIS 28
  • 29. Section 1: Activity Domains • Home Living • Community Living • Lifelong Learning • Employment • Social Activities • Health & Safety 29
  • 30. Example: In Home Living, a question you will be asked about is: Bathing-Personal Grooming: (Showering, bathing, shaving, menstrual cycle) •Does___ need support for personal grooming? •If so, what type of support is needed? •How often is it needed? •How much time does the support take each day? 30
  • 31. Example: In Community Living, a question you will be asked about is: Transportation: (Getting from place to place in the community - going shopping, to the bank, to leisure activities) •Does___ need support for transportation? •If so, what type of support is needed? •How often is it needed? •How much time does the support take on a day it occurs? 31
  • 32. Example: In Life Long Learning, a question you will be asked about is: Learning Functional Academics: (Using a watch, keeping a schedule) •Does___ need support to follow a schedule? •If so, what type of support is needed? •How often is it needed? •How much time does the support take? 32
  • 33. Example: In Employment, a question you will be asked about is: Changing Job Assignments: (Difficulty in adapting to changes in work tasks, supports for job transition) •Does___ need support at times of change? •If so, what type of support is needed? •How often is it needed? • When needed, how much time does the support take? 33
  • 34. Example: In Social Activity, a question you will be asked about is: Socializing in the home: (Social interaction with roommates) •Does___ need support to socialize? •If so, what type of support is needed? •How often is it needed? •How much time does the support take? 34
  • 35. Example: In Health & Safety, a question you will be asked about is: Taking medication: (At the correct time and prescribed level) • How often is medication taken each day? • How much support is needed to take medication? • How long does it take someone to help with daily medication? 35
  • 36. Section 2: Protection and Advocacy • Advocating for Self • Managing Money - Finances • Protecting Self -Exploitation • Participating Self-Advocacy • Obtaining Legal Services • Exercising Responsibilities • Making Choices Decisions • Advocating For Others 36
  • 37. Example: In Protection and Advocacy, a question you will be asked about is: Advocating For Self: (Expressing personal preferences including wants and needs, understanding choices and decisions) • What type of support is needed in advocacy? • How often is it needed? • How much daily support time is needed? 37
  • 38. Section 3: Exceptional Medical and Behavioral Supports Exceptional Exceptional Behavioral Medical Support Support Needs Needs • Externally directed • Respiratory Care destructiveness - Injury to Others • Feeding Assistance • Self-directed destructiveness • Skin Care - Injury to Self • Other Exceptional Medical Care • Sexual Issues • Other Exceptional Behavioral Support 38
  • 39. Example: In Exceptional Medical Supports, a question you will be asked about is: Skin Care: (Turning or positioning: is assistance needed to reposition in chair or bed?) If “YES” What is the level of support needed? The scale changes to: • No Support • Some Support • Extensive Support 39
  • 40. Example: In Exceptional Behavior Supports, a question you will be asked about is: Externally-Directed Destructiveness: (Aggression against others, stealing, arson, etc.) If “YES” What is the level of support needed? The scale changes to: • No Support • Some Support • Extensive Support 40
  • 41. ReBAR Assessment Supplemental Questions Oregon has added selected additional questions to the assessment to obtain more information about specific support needs related to: Exceptional Medical Support Needs • Exceptional Behavioral Support Needs The interviewer will ask these questions if indicated. 41
  • 42. Now let’s practice by meeting a real consumer and see how the Questions and Ratings work! Meet Carolyn. 42
  • 43. We will use an example from the Home Living Domain: • Item: Eating Food: (ingesting food, chewing, swallowing) 43
  • 44. The interviewer will ask Carolyn: Question: What type of support do you need when you eat? .. . and then he or she will ask YOU to provide this information also. 44
  • 45. Answer: During meals, Carolyn needs someone to stay close by to observe and make sure she does not eat too fast. 45
  • 46. Which of the following ratings fit Carolyn’s Type of Support ? 0 None 1 Monitoring 2 Verbal/Gesture Prompting 3 Partial Physical Assist 4 Full Physical Assist Answer: “Staying Close By & Observing” #1 = Monitoring 46
  • 47. The interviewer will also ask Carolyn: Question: How Often do you need support when you eat ? . . . and then he or she will ask YOU to provide this information also. 47
  • 48. Answer: Carolyn eats 4 meals each day and needs to be observed every time she eats. 48
  • 49. Which of the following ratings fit Carolyn’s Frequency of Support? 0 None to less than 1 time per month 1 at least 1 time per month, but not 1 time per week 2 at least 1 time per week, but not 1 time per day 3 at least 1 time per day, but not 1 time per hour 4 hourly or more frequently Answer: “4 meals a day” #3 = at least 1 time per day, but not 1 time per hour 49
  • 50. The interviewer will ask Carolyn: Question: How much support time do you need when you eat? . . and then he or she will ask YOU to provide this information also. 50
  • 51. Answer: Carolyn spends about 30 minutes eating each meal. • 51
  • 52. 4 half-hour meals totals 2 hours each day. 52
  • 53. Which of the following ratings fit Carolyn’s Daily Support Time ? 0 None 1 less than 30 minutes 2 30 minutes to < 2 hours 3 2 hours to < 4 hours 4 4 hours or more Answer: “4 meals x 30 minutes each totals 2 hours” #3 = 2 hours to < 4 hours 53
  • 54. The interviewer will enter the following into the computer for Carolyn: Type of Support: 1 = monitoring Frequency of Support: 3 = at least 1 x day but not 1 x per hour Daily Support Time: 3 = 2 hours to < 4 hours 54
  • 55. If the interview sounds hard Remember, it’s not a test. There are no right or wrong answers . . . and YOU are there because YOU know this consumer well. 55
  • 56. What happens to the SIS Information? 56
  • 57. SPD will use what is learned about the consumer from the assessment to: Match the consumer’s needs to a level of support, from lowest (called “Tier 1”) to highest (called “Tier 6”).  Set an “Individual Budget Amount” (IBA) designed to support that level of need. 57
  • 58. The Individual Budget Amount (IBA) • The “Individual Budget Amount” (IBA) is the amount of funding authorized by SPD for the consumer for a service. • Right now, only DD50 residential services will be affected. However, the information from this same SIS assessment will be used later for DD54 employment/day services. That is why it is important for day program staff to participate now. 58
  • 59. Counties, Providers, Guardians, and Consumers will get: .  A Summary of the SIS results with information helpful for person-centered planning and the ISP.  Notification of the designated funding Tier and IBA 59
  • 60. OK- What more can I do to get ready for an interview? 60
  • 61. Be Prepared ! • Review information about the consumer Know, (but don’t bring) essential information • Individual Support Plan (ISP) • Risk Tracking Record (RTR) • Behavior Support Plan or Nursing Care Plan • Talk about the consumer with other staff who may have a different perspective on specific support needs based on their work on other days or shifts. • Learn more about the SIS through websites listed at the end of this power point 61
  • 62. Watch a Video called “Conducting the Assessment” Review the video on the ReBAR Website * Produced by Washington Division of Developmental Disabilities 62
  • 63. Go to Websites to Learn More • SIS: General SIS reading, information, and completed SIS samples http://www.siswebsite.org/cs/root/main/supports_and_sis. • ReBAR Program http://www.oregon.gov/dhs/dd/rebar/ • Oregon Council on Developmental Disabilities for SIS Consumer and Family Orientation Information l www.ocdd.org/SISorientation.htm 63
  • 64. This presentation was developed using : • A presentation designed by self advocates at the Pennsylvania Training Partnership for People with Disabilities and their Families at Temple University • Picture Communication Symbols ©1981-2009 by DynaVox Mayer-Johnson. All Rights Reserved Worldwide. Used with permission Adapted for Oregon:  for consumers and families by the Oregon Council on Developmental Disabilities  for counties and providers, by ReBAR Program staff in the SPD, Office of DD Services 64
  • 65. Thank you! For being a part of these important Assessment Interviews !! The ReBAR Team