More Choices Choosing your IRIS Consultant Agency or IRIS Fiscal/Employer Agent John O’Keefe IRIS Program Wisconsin D

1. More Choices Choosing your IRIS Consultant Agency or IRIS Fiscal/Employer AgentJohn O’KeefeIRIS Program Wisconsin DHSOctober 31, 2013

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

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

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

8. IRIS FutureProposed Timeline • Fall 2013 (Now) • Certification Criteria Finalized • July 2014 • Certification Begins • January 2015 • Start Date

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

10. 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

11. 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

12. ICA Plan Timelines

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

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

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

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

18. Any questions

19. 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

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

21. 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

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

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

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

26. Any questions

27. IRIS FutureProposed Timeline • Fall 2013 (Now) • Criteria Finalized • July 2014 • Certification Begins • January 2015 • Start Date

28. ICA or FEA Customer Specific Features Your Ideas? 1. 2. 3. 4. 5.

29. Any final questions