ACRONYMS
FORMS
STAKEHOLDERS
FUNDING STRUCTURES
DUE DATES
100

SP

What is service plan?

100

This form allows Trillium to use a client's photographs, likeness, voice, videos and/or recordings in any electronic or non-electronic media for purposes of promoting inclusive community and employment opportunities.

Media Release

100

These people are here to support you during the service plan process.  They are available to ask questions, get advice and troubleshoot with you!

Program Manager, Mentor, Senior Employment Consultant

100

This funding is for an individual with a developmental disability who is eligible for Waiver services.

 Developmental Disabilities Administration (DDA)

100

This is the date of the service plan and annual document training

October 1, 2023

200

EC, SEC, PM, APD, JD, ED

Employment Consultant

Senior Employment Consultant

Assistant Program Manager

Program Manager

Program Director

Executive Director


200

This form drives client services and outlines employment goals for the year.

Service Plan

200

This person oversees a client's services and receives a copy of the service plan. 

Case Resource Manager

200

This funding is an option for for individuals looking for employment or who need short term additional support on the job.

Division of Vocational Rehabilitation (DVR)

200

This is the planning session date on the service plan document

The date you meet with the client

300

CRM

What is case resource manager? 

300

This form allows Trillium to speak with stakeholders in a client's life.

Release of Information (ROI)

300

This person is designated by DDA and supports a client with processing  services and understanding benefits and employment.  You send them a copy of the service plan. 

NSA

300

This is a rare funding option that can be used after all other funding options are exhausted.

Private Pay

300

This is the date when ALL service plans meetings need to be completed and all paperwork needs to be collected.

September 30, 2023

400

NSA

Necessary Supplemental Accommodation?

400

This form indicates that a client was offered a client handbook and designates the funding they are currently receiving.

Acknowledgement Form

400

This person has been appointed by a court to care for the personal and property interests of another person.  They are required to sign all documentation for a client.

Guardian

400

This is funding  for individuals experiencing blindness.

Department of Services for the Blind (DSB)

400

This is the date when ALL 2023 paperwork AND SetWorks updates MUST be completed.

October 30, 2023

500

CARF

Commission on Accreditation of Rehabilitation Facilities 

500

This form is for currently employed clients that confirms that safety measures have been reviewed. 

Safety Audit

500

This person is the cornerstone of our work and has autonomy over their employment goals. 

Client

500

These are social security programs that allow clients to off-set the cost of work expenses and employment services.

Plan to Achieve Self Support (PASS) and Impairment Related Work Expense (IRWE)

500

This is the review date listed in the service plan

When is April 1, 2024