More Choices Choosing your IRIS Consultant Agency or IRIS Fiscal/Employer Agent John O’Keefe IRIS Program Wisconsin DHS October 31, 2013

IRIS Current One IRIS Consultant Agency The Management Group (TMG) One IRIS Financial Services Agency Milwaukee Center for Independence (MCFI)

Fiscal Employer Agent (F/EA) Complete background checks Complete participant employed worker setup Process timesheets for payroll Handle all tax withholding

IRIS Consultant Agency Tasks Recruit train and support IRIS Consultants Process and approve IRIS plans Participant support activities Manage IRIS call center

IRIS Future Proposed Timeline Fall 2013 (Now) Certification Criteria Finalized July 2014 Certification Begins January 2015 Start Date

DHS certifies ICA Multiple ICAs may be available ADRC offers ICA choice More ICA choice creates competition and improves quality IRIS Future IRIS Consultant Agency (ICA)

DHS ICA Certification Criteria Basic company organizational & solvency standards Demonstrated capacity to serve Standardized performance data Demonstrated ability to guard participant health and safety and manage incidents

DHS ICA Certification Criteria Ability to provide prompt service Demonstrated ability to support IRIS Consultants Demonstrated ability to timely approve participant plans and plan updates Other service accuracy standards

TaskDays Initial welcome call2 business days from referral date IRIS Consultant selection3 business days from welcome call Initial consultant visit14 calendar days from referral date Initial Plan – completed and approved30 days from initial visit Plan Starts45 days from initial visit Annual plan submission/approval30 days before current plan ends ICA Plan Timelines

ICA Customer Specific features Autism Experience Russian Speaking Consultants Knowledge of my community Experience finding employment IRIS Consultant Agency Yellow

Now Compare your IRIS Consultant Agency Choices For Example ICA Purple ICA Yellow

ICA Customer Score Card (sample) Customer Survey Results IRIS Consultant Rating Consultant Turnover Promptness Score % Participants Employed Score IRIS Consultant Agency Yellow Important Note: All companies must meet certification standards

ICA Customer Score Card (sample) Customer Survey Results IRIS Consultant Rating Consultant Turnover Promptness Score % Participants Employed Score IRIS Consultant Agency Purple Important Note: All companies must meet certification standards

Any questions

IRIS Future Fiscal Employer Agent (F/EA) DHS certifies F/EA Multiple IRIS F/EA may be available IRIS Consultant Agency offers F/EA choice More choice creates competition and improves quality

DHS F/EA Certification Criteria Company organization and solvency standards Demonstrated capacity to serve Service accuracy and standardized performance data Promptness of service

DHS F/EA Certification Criteria Ability to oversee timesheets according to approved plans Ability to file payroll Internal revenue and WI Department of Revenue required forms and reports Reporting to DHS and other entities

Now Compare your Fiscal/Employer Agent Choices For Example FEA Green FEA Blue

F/EA Customer Score Card (sample) Customer Survey Results Payroll Accuracy Rate New Worker Setup Score Promptness Score IRIS Fiscal/Employer Agent Blue Important Note: All companies must meet certification standards

F/EA Customer Score Card (sample) Customer Survey Results Payroll Accuracy Rate New Worker Setup Score Promptness Score IRIS Fiscal/Employer Agent Green Important Note: All companies must meet certification standards

Any questions

IRIS Future Proposed Timeline Fall 2013 (Now) Criteria Finalized July 2014 Certification Begins January 2015 Start Date

ICA or FEA Customer Specific Features Your Ideas?

Any final questions