4.E.1.

The organization actively recruits providers.

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4.E.2.a-e.

The organization implements a screening process for individuals and/or families to be service providers, which includes:

1. Background checks for all adults in the home
2. Drivers’ records
3. A home study to gather information about:
   1. The home environment
   2. Who lives in the home
4. Character reference checks on the potential provider
5. Interviews with:
   1. The potential provider to:
      1. Explore the provider’s expectations
      2. Identify the demographics and characteristics of persons whom he/she feels able to support
   2. Other individuals living in the home

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4.E.3.a-b.

As part of the screening process, the organization:

1. Identifies the expectations from the person served of what is desired in a shared living situation, which includes:
   1. Lifestyle desired
   2. Indicators of quality of life to the person
   3. Interests
   4. Transportation requirements
   5. Cultural/spiritual considerations
   6. Living space requirement
   7. Others identified
2. Gathers information as relevant to the needs of the person served, including:
   1. Health status
   2. Medical conditions
   3. Cognitive abilities
   4. Behavioral challenges

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4.E.4.a-e.

In matching individuals with potential providers, the organization:

1. Provides an opportunity for them to meet and know one another
2. Ensures that each has information about the other to enable both to exercise informed choice
3. Ensures that individuals have choice regarding:
   1. Where they live
   2. With whom they live
4. Sets a timeframe for decision making that allows adequate time for the person to explore choices
5. Supports a transition to move in, if that is the choice

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4.E.5.a-f.

The organization requires providers to participate in competency-based training that addresses:

1. Implementation of program values
2. First aid
3. Basic healthcare expectations
4. Documentation practices
5. Medication management, when applicable for the person served
6. Other specific areas as applicable to the person served

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4.E.6.a-b.

The organization has a written agreement with each provider that:

1. Includes:
   1. Their respective responsibilities
   2. Legal rules and regulations that are applicable
   3. Mechanisms for communication between the organization and the provider
   4. Identification of who has what authority over decisions regarding the individual’s:
      1. Healthcare
      2. Finances
      3. Legal status
   5. Identification of roles for handling a crisis situation involving the person served should one arise
   6. Performance expectations for the provider
   7. Performance monitoring process
   8. Process for resolution if the organization and/or individual is not satisfied with the provider or home life conditions
2. Is shared with all parties in an understandable manner

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4.E.7.a-e.

The organization implements a procedure for monitoring the performance expectations of the provider that:

1. Takes place:
   1. Initially at:
      1. 30 days
      2. 90 days
   2. Quarterly for the rest of the first year
   3. Subsequently every six months, unless the individual situation merits more frequently
2. Includes individual discussions with:
   1. The person served
   2. The provider
   3. Others, as appropriate
3. Ensures:
   1. Implementation of program values
   2. The individual rights of the person served in the home are respected
   3. Protection of the person served from any form of exploitation
   4. Provider is facilitating linkages of the person to the community
4. Includes documenting the results of monitoring visits
5. Addresses performance improvement as needed

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4.E.8.a-b.

The organization ensures that the provider has a plan for:

1. Respite or relief to address continuity of support
2. Emergency response

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