HOUSE DOCKET, NO. 1013        FILED ON: 1/19/2011

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 984


The Commonwealth of Massachusetts



Tom Sannicandro


To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act to encourage responsibility, cost effectiveness and meaningful lives for individuals with disabilities.






Date Added:

Tom Sannicandro

7th Middlesex


Kay Khan

11th Middlesex


Patricia A. Haddad

5th Bristol


Jason M. Lewis

31st Middlesex


Angelo J. Puppolo, Jr.

12th Hampden


David Paul Linsky

5th Middlesex


James M. Murphy

4th Norfolk


Robert M. Koczera

11th Bristol


William M. Straus

10th Bristol


Stephen R. Canessa

12th Bristol


Paul Brodeur

32nd Middlesex


George T. Ross

2nd Bristol


James Arciero

2nd Middlesex


James J. Dwyer

30th Middlesex


John J. Binienda

17th Worcester


Christine E. Canavan

10th Plymouth


Walter F. Timilty

7th Norfolk


Timothy R. Madden

Barnstable, Dukes and Nantucket


Cory Atkins

14th Middlesex


Thomas P. Conroy

13th Middlesex


Ellen Story

3rd Hampshire


Viriato Manuel deMacedo

1st Plymouth


Gailanne M. Cariddi

1st Berkshire


John V. Fernandes

10th Worcester


David M. Torrisi

14th Essex


Jonathan Hecht

29th Middlesex


Mark J. Cusack

5th Norfolk


HOUSE DOCKET, NO. 1013        FILED ON: 1/19/2011

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 984

By Mr. Sannicandro of Ashland, a petition (accompanied by bill, House, No. 984) of Tom Sannicandro and others for legislation to promote responsibility, cost effectiveness and meaningful lives for individuals with disabilities.  Children, Families and Persons with Disabilities.


The Commonwealth of Massachusetts



In the Year Two Thousand Eleven



An Act to encourage responsibility, cost effectiveness and meaningful lives for individuals with disabilities.


Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:

I. Preamble

It is known:

·     there are more than 400,000 identified individuals across the nation on waiting lists for agencies that serve individuals with developmental and intellectual disabilities within the Medicaid program.

·     more individuals with developmental disabilities live at home with an aging caregiver than are presently served in 24 hour services and supports.

·     Massachusetts and other states continue to fail to meet the needs of our citizens due to the limitations placed on flexibility or choice of services

·     a growing number of adults with intellectual and developmental disabilities will require assistance to live in the community

·     people with disabilities have the same rights and responsibilities as others and we should use public dollars to assist them to realize those rights and exercise those responsibilities as contributing members of our communities.

·     too often services isolate individuals with disabilities in their homes or segregated settings, engaging them in inadequate activities with no or few quality outcomes. regarding personal choices, satisfaction, social integration and increased learning that may lead to rewarding occupations

Demographics pose the greatest challenge to the Medicaid system of supports for individuals with developmental disabilities.  Too many people are not receiving the assistance they need.  The public Medicaid system is reeling from cost pressures.  The time has come for individuals with disabilities, families, advocates and providers to work together with policy makers in the administration and legislature in crafting a support system that both increases quality and on average reduces costs whenever possible.

Therefore, let Massachusetts implement a new program of services which will be focused in improving the lives of individuals with intellectual and developmental disabilities in the community including economic self-sufficiency whenever possible and to ensure meaningful occupation during the day and social interaction throughout their lives.

This program of services should encourage efficient use of public dollars and be flexible so that individuals may use the funds to live a typical life and budget in creative fashion within a targeted amount of dollars.

The Executive Office of Human Services working in conjunction with MassHealth and Department of Developmental Services will implement a new home and community based services program through HCBS State plan, 1115 waiver or 1915C waiver or other method to implement the following program of supports for individuals with intellectual and developmental disabilities.

II. Goals for the individual

These goals are the quality foundation and planning and budgeting underpinning of the program of services that each person should enjoy:

• A place to call home with control over anyone who comes to the front door or otherwise provides any services or supports with freely chosen assistance when necessary

• Community membership with real connections to citizens and memberships in vital community organizations

• Close friends, family and other significant relationships and receive assistance to develop or maintain these relationships

• Economic self sufficiency through supports or funds as needed provided through jobs, self employment and active or passive pursuit of private dollars

III.  Implementation

A.     Individuals will be deemed eligible and receive prioritization for services in a transparent manner.  There will be four major categories for spending available to ensure adequate dollars for supports in addition to social security and medical insurance.  The program of services will include the full range of people identified with disabilities including those with complex medical or behavioral conditions and those with profound intellectual impairments. The funding for individuals will be defined through cost corridors as defined in the waiver or state plan based on the functional needs of the individual.  The number of cost corridors will total a minimum of three to a maximum of five corridors. 

B.  Funds will be provided through individual service allocations from EOHHS or the state agency. Dollars are tied to the individual so that they can be utilized as needed for generic community resources, supports or other activities.  

C.   The categories for supports through all sources of income will be prioritized around the four self-determination domains. These are a place to call home, real community memberships, support for existing or sought after long term relationships, and the development of private income whenever possible.  The Plan of Care (POC_ and the Individual Supports Plan (ISP) will be designed around the four goals identified in Section II.

D.   Individuals may purchase supports through services that are presently possible to purchase both within and outside the present human service system in any of the present waivers. All services will be marked by self direction and individual rather than congregate services and will include but not be limited to the following:

Individual Support Community Habilitation

Supported Employment

Day Habilitation Supplement

Family Support Navigation

Individualized Day Supports


Day Supports


Individualized Home Supports

Broker services

Live-in Caregiver


Adult Companion

Assistive Technology

Behavioral Supports and Consultation


Community Family Training

Community Peer Support

Home Modifications and Adaptations


Vehicle Modification

Residential Habilitation

Individual Goods and Services

Occupational Therapy

Integrated work and volunteer services

Individualized Day Supports

Physical Therapy

Speech Therapy Residential Family Training

Residential Peer Support

Self-Directed 24 Hour Supports


Additional Health Supports


Transitional Assistance Services


E.  The individual will engage in a contract with the state office or agency which will be based upon a plan that identifies the supports to be developed and how funds will support the major self-determination domains and goals listed herein as Section II. The planning and budgeting process shall be melded with the assistance of an unbiased circle of support including the help of an independent broker (to be freely chosen by the individual including size or composition). Using the targeted amount of dollars individuals will be free to utilize them in any helpful fashion within the four domains and specifically include within these plans provisions for health and safety. This new system will provide fiscal incentives for individuals and families to save in return for maximum flexibility in planning and budgeting. Initial funding allocations will be determined at a lesser percentage than traditional services.

F.     Any dollars saved for the individual will be dealt with in the following ways:

a.     Year one, 50% of savings will be applied to one-time only expenses as identified by the individual; the rest will return to the funding agency to be spent on other individuals for that fiscal year.  The savings in year one will be placed in a reserve fund in year two to assure that all needs of the individual are being met.  Negotiations will be made with the individual regarding the adequacy of the allocation and some or all of the savings may be transferred to a reserve fund pool for all individuals.  

b.     In year 2, 50% of any savings will be added to the individual reserve account in case they are needed for unforeseen circumstances; If not spent in year 2, funding will revert in that year to the reserve fund pool to be used for other qualified individuals.

c.     In year 3 a new budget will be finalized based on costs for the coming year. 

d.     If due to unanticipated events or the need for more supports, the individual allocation is inadequate, the individual will be able to negotiate for additional resources from the reserve fund pool.

e.     If the individual’s needs change significantly in either direction, negotiations should take place between the individual and designated authority to move to a different allocation corridor. 

G.     The individual or the guardian and the individual will be able to utilize resources or types of services as he/she/they sees fit.  They will be assisted by state designated or other fiscal intermediaries. They also will have access to independent support brokers to assist in the development of a plan.  Provider organizations may be engaged to help organize his/her services/supports upon payment of a negotiated fee but in no way may this arrangement infringe on the authority of the individual outlined above.

H.     The individual or guardian and the individual shall have the sole authority over which services or providers are qualified and selected and shall be able to terminate a service agreement with a thirty day notice allowing for purchase of service from another qualified provider of their choice both from within and without the current human service system.  The state will develop a random and limited audit to evaluate the services and develop a quality review system based upon the four goals in Section II.