Policies and Paperwork

For Self-Directed Employees

Being Hired

SDE Welcome Letter
An introduction to the new systems and steps required as an SDE
Agency With Choice (AwC) 321 Forms – PowerPoint
This is a PowerPoint explanation of the new systems and new processes.
AwC SDE Drug and Background Check Instructions
An explanation of the next steps and requirements regarding drug and background checks once the onboarding documents are completed.
AwC Forms Information
An explanation of each of the forms and their purpose that you will be asked to complete in the 321 forms system.
321 forms AwC SDE FAQ
Frequently Asked Questions for the new 321 system and process.

Required Trainings

CPR/First Aid Training Schedule
A list of free classes staff can sign up for to take CPR/First Aid hosted by Fiscal Management Services. This class is for staff who have never taken the class before or if their certificate is expired. It is only available at our main headquarters during the time and dates listed. If the Managing Employer would like you to take classes elsewhere, it is at their own expense.
CPR/First Aid COVID-19 Notice
This letter is to informs you of the measures we are taking to combat the spread of COVID-19 by adding additional training in our CPR/First Aid classes.
Required Training Flat Rate
This chart explains how you will be paid for doing the required trainings.
Child Abuse Registration Information (CARI)
This is a child abuse registry check that must be completed as a part of your background check.
Training Requirements
A chart listing required trainings and their deadlines for completion for new hires; for staff that currently working that will transition with the family, the only difference is where it states 90 days for new hires, it is instead only 30 days for transitioning.
Onsite Orientation
This form is filled out at home with the SDE after the managing employer conducts an “at-home orientation.”
How to Access the College of Direct Support
An overview and login aid for the training system you will need to use to receive required trainings.

Timesheet Process Forms

Welcome Packet
provides an overview and an explanation on how to complete and submit new timesheets and “case notes.”
2020 AwC Holiday Schedule
The 2020 holiday schedule outlines the holidays applicable to time and a half pay if worked or day off.
2020 Payroll Schedule
Outlines the pay and submission dates for the new timesheet process.
Authorized Units Acknowledgement Form
A form staff and the managing employer must sign agreeing to not go over the authorized units in the plan.
New Timesheet Sample
Sample of the new timesheet.
Timesheet Video Recording
Video reviewing the changes and how to complete and submit the new timesheets. Also gives a description about Medicaid billing requirements under Fee-For-Service.
Timesheet Policies and Procedures

A list of policies and procedures regarding the new timesheet and “case note” process under AwC.

Full SDE Guidebook
A breakdown of the position, our organization, and expectations for SDEs.