PLEASE REVIEW THE ATTACHED DDS DIRECTIVE FOR INVOICE REQUIREMENTS IN THE SELF-DETERMINATION PROGRAM (SDP).
For purposes of this correspondence, an SDP Provider is defined as either a business entity, including a regional center vendor, or an independent contractor who receives payment by invoicing for services which are provided to a participant in the SDP.
Participants in the SDP and their SDP Provider will agree to the type, cost and frequency of services to be provided.
Invoices submitted by an SDP Provider and approved by the participant and their FMS, will reflect this agreement and shall include, at a minimum, the following supporting information (see Enclosure A for sample template):
• Hourly or daily rate charged by the SDP Provider
• SDP Service Code
• Date each service/task was provided
• Description of specific service/task provided
• Amount of time spent on each service/task
• Total cost of the service/task provided
• A statement that all services specified in the invoice have been provided to the
participant
SDP services may be identified within an individual's spending plan as a projected weekly or monthly cost. When an SDP Provider submits an invoice to the FMS, the services must be billed at an hourly or daily rate, consistent with the agreement between the participant and the SDP Provider. For example, independent contractors who provide job coaching and Independent Facilitators are SDP Providers.
Payments for SDP services shall be made directly to the SDP Provider by the FMS and shall not include reimbursement for goods purchased by an SDP Provider on behalf of the participant or payment for services not provided directly by the SDP Provider.
All SDP Providers shall provide services and supports in alignment with state and federal requirements, which include:
• The services, to the best of the provider's knowledge, were consistent with the
participant's IPP, spending plan and the service agreement.
• Payment of SDP claims is from federal and/or state funds and falsification or
concealment of a material fact may be prosecuted under federal or state laws.
• The provider agrees to keep, for a minimum of three years from the date of the
service, a copy of all records necessary to disclose the full extent of services
provided and to provide these records upon request to the Department and other
state and federal departments and agencies or their designee identified by the
Department.
• Services are offered and provided without discrimination based on race, religion,
color, national or ethnic origin, sex, age, physical or mental disability or any other
class of individuals protected by state or federal law.
Example of acceptable certification statement to appear on invoices:
I certify that this invoice accurately reflects the date, specific service/tasks performed and amount of time spent on each service/task and that the service/tasks are in accordance with state and federal requirements.
Date:
Signature:
Printed Name: