Self-Direction Forms and Resources

Welcome to the Self-Direction Services Forms and Resources page! Here, you can find a variety of forms and resources to help you navigate the self-direction process. Our aim is to provide you with the tools and information you need to manage your own services and supports. From enrollment forms to training charts, we have a wide range of resources available to download and fill out. Our user-friendly forms and guides will make it easy for you to get started and stay on track. We understand that self-direction can be overwhelming at times, which is why we are committed to supporting you every step of the way.

Self-Direction Self-Hired Status Form (PDF)

2023 Payroll & Holiday Schedule (PDF)
Out of State Services Form (PDF)
Family PTO Request Form (PDF)

Expenditure Request (PDF)

Self-Direction Family Reimbursed Respite Log (PDF)

Housing Subsidy Policy (PDF)
Housing Subsidy Submission Checklist (PDF)
Housing Subsidy Support Services Plan (PDF)
OPWDD Housing Subsidy Participation Agreement (PDF)
OPWDD Housing Subsidy Quality Assurance (QA) Expectations Checklist (PDF)

IDGS: Clinician Direct Check List (PDF)
IDGS Training Chart (PDF)
IDGS: Clinician Non-Direct Check List (PDF)
Paid Neighbor Agreement (PDF)
Paid Neighbor Monthly Satisfaction (PDF)
Self-Directed Staffing Support Agreement (PDF)
Self-Directed Staffing Support Invoice (PDF)

Live-in Caregiver and Individual Agreement (PDF)
Individual and Fiscal Intermediary Agreement (PDF)

OTPS Training Chart