SB45,605,65 2. Whether to create a family care district to apply to the department for a
6contract to operate a resource center.
SB45,605,107 (b) The governing body of a tribe or band or of the Great Lakes inter-tribal
8council, inc., may decide whether to authorize a tribal agency to apply to the
9department for a contract to operate a resource center for tribal members and, if so,
10which client group to serve.
SB45,605,1511 (c) Under the requirements of par. (a), a county board of supervisors may decide
12to apply to the department for a contract to operate a multicounty resource center
13in conjunction with the county board or boards of one or more other counties or a
14county-tribal resource center in conjunction with the governing body of a tribe or
15band or the Great Lakes inter-tribal council, inc.
SB45,605,2016 (d) Under the requirements of par. (b), the governing body of a tribe or band may
17decide to apply to the department for a contract to operate a resource center in
18conjunction with the governing body or governing bodies of one or more other tribes
19or bands or the Great Lakes inter-tribal council, inc., or with a county board of
20supervisors.
SB45,605,24 21(2) Exclusive contract. (a) Before July 1, 2001, the department may contract
22only with a county, a family care district, the governing body of a tribe or band or the
23Great Lakes inter-tribal council, inc., or with 2 or more of these entities under a joint
24application, to operate a resource center.
SB45,606,4
1(b) After June 30, 2001, the department may contract with a private nonprofit
2organization to operate a resource center if the department determines that the
3organization has no significant connection to an entity that operates a care
4management organization and if any of the following applies:
SB45,606,65 1. A county board of supervisors declines in writing to apply for a contract to
6operate a resource center.
SB45,606,87 2. A county agency or a family care district applies for a contract but fails to
8meet the standards specified in sub. (3).
SB45,606,139 (c) After the period specified in par. (a), the department may contract to operate
10a resource center with counties, family care districts, the governing body of a tribe
11or band or the Great Lakes inter-tribal council, inc., or under a joint application of
12any of these, or with a private nonprofit organization that is entirely separate from
13an entity that operates a care management organization.
SB45,606,15 14(3) Standards for operation. The department shall assure that at least all of
15the following are available to a person who contacts a resource center for service:
SB45,606,1716 (a) Information and referral services and other assistance at hours that are
17convenient for the public.
SB45,606,1818 (b) A determination of functional eligibility for the family care benefit.
SB45,606,1919 (c) Within the limits of available funding, prevention and intervention services.
SB45,606,2020 (d) Counseling concerning public and private benefits programs.
SB45,606,2321 (e) A determination of financial eligibility and of the maximum amount of cost
22sharing required for a person who is seeking long-term care services, under
23standards prescribed by the department.
SB45,607,224 (f) Assistance to a person who is eligible for the family care benefit with respect
25to the person's choice of whether or not to enroll in a care management organization

1and, if so, which available care management organization would best meet his or her
2needs.
SB45,607,43 (g) Assistance in enrolling in a care management organization for persons who
4choose to enroll.
SB45,607,75 (h) Equitable assignment of priority on any necessary waiting lists, consistent
6with criteria prescribed by the department, for persons who are eligible for the family
7care benefit but who do not meet the criteria under s. 46.286 (3).
SB45,607,108 (i) Assessment of risk for each person who is on a waiting list, as described in
9par. (h), development with the person of an interim plan of care and assistance to the
10person in arranging for services.
SB45,607,1211 (j) Transitional services to families whose children with physical or
12developmental disabilities are preparing to enter the adult service system.
SB45,607,1513 (k) A determination of eligibility for state supplemental payments under s.
1449.77, medical assistance under s. 49.46, 49.468 or 49.47 or the federal food stamp
15program under 7 USC 2011 to 2029.
SB45,607,16 16(4) Duties. A resource center shall do all of the following:
SB45,607,1817 (a) Provide services within the entire geographic area prescribed for the
18resource center by the department.
SB45,607,2019 (b) Submit to the department all reports and data required or requested by the
20department.
SB45,607,2221 (c) Implement internal quality improvement and quality assurance processes
22that meet standards prescribed by the department.
SB45,607,2323 (d) Cooperate with any review by an external advocacy organization.
SB45,608,524 (e) Within 6 months after the family care benefit is available to all eligible
25persons in the area of the resource center, provide information about the services of

1the resource center, including the services specified in sub. (3) (d), about assessments
2under s. 46.284 (4) (b) and care plans under s. 46.284 (4) (c) and about the family care
3benefit to all older persons and persons with a physical disability who are residents
4of nursing homes, community-based residential facilities, adult family homes and
5residential care apartment complexes in the area of the resource center.
SB45,608,86 (f) Provide a functional and financial screen to any resident, as specified in par.
7(e), who requests a screen and assist any resident who is eligible and chooses to enroll
8in a care management organization to do so.
SB45,608,129 (g) Provide a functional and financial screen to any person seeking admission
10to a nursing home, community-based residential facility, residential care apartment
11complex or adult family home if the secretary has certified that the resource center
12is available to the person and the facility.
SB45,608,1513 (h) Provide access to services under s. 46.90 and ch. 55 to a person who is
14eligible for the services, through cooperation with the county agency or agencies that
15provide the services.
SB45,608,1716 (i) Assure that emergency calls to the resource center are responded to
17promptly, 24 hours per day.
SB45,608,21 18(5) Funding. From the appropriation accounts under s. 20.435 (4) (bm) and (pa)
19and (7) (b), (bd) and (md), the department may contract with organizations that meet
20standards under sub. (3) for performance of the duties under sub. (4) and shall
21distribute funds for services provided by resource centers.
SB45,609,2 22(6) Governing board. A resource center shall have a governing board that
23reflects the ethnic and economic diversity of the geographic area served by the
24resource center. At least one-fourth of the members of the governing board shall be

1older persons or persons with physical or developmental disabilities or their family
2members, guardians or other advocates.
SB45,609,10 3(7) Exchange of information. Notwithstanding ss. 48.78 (2) (a), 49.45 (4),
449.83, 51.30, 51.45 (14) (a), 55.06 (17) (c), 146.82, 252.11 (7), 253.07 (3) (c) and 938.78
5(2) (a), a resource center acting under this section may exchange confidential
6information about a client, as defined in s. 46.287 (1), without the informed consent
7of the client, under s. 46.21 (2m) (c), 46.215 (1m), 46.22 (1) (dm), 46.23 (3) (e), 46.284
8(7), 46.2895 (10), 51.42 (3) (e) or 51.437 (4r) (b) in the county of the resource center,
9if necessary to enable the resource center to perform its duties or to coordinate the
10delivery of services to the client.
SB45, s. 1075 11Section 1075. 46.284 of the statutes is created to read:
SB45,609,15 1246.284 Care management organizations. (1) Application for contract.
13(a) A county board of supervisors and, in a county with a county executive or a county
14administrator, the county executive or county administrator, may decide all of the
15following:
SB45,609,1916 1. Whether to authorize one or more county departments under s. 46.21,
1746.215, 46.22 or 46.23 or an aging unit under s. 46.82 (1) (a) 1. or 2. to apply to the
18department for a contract to operate a care management organization and, if so,
19which to authorize and what client group to serve.
SB45,609,2120 2. Whether to create a family care district to apply to the department for a
21contract to operate a care management organization.
SB45,609,2522 (b) The governing body of a tribe or band or of the Great Lakes inter-tribal
23council, inc., may decide whether to authorize a tribal agency to apply to the
24department for a contract to operate a care management organization for tribal
25members and, if so, which client group to serve.
SB45,610,5
1(c) Under the requirements of par. (a), a county board of supervisors may decide
2to apply to the department for a contract to operate a multicounty care management
3organization in conjunction with the county board or boards of one or more other
4counties or a county-tribal care management organization in conjunction with the
5governing body of a tribe or band or the Great Lakes inter-tribal council, inc.
SB45,610,106 (d) Under the requirements of par. (b), the governing body of a tribe or band may
7decide to apply to the department for a contract to operate a care management
8organization in conjunction with the governing body or governing bodies of one or
9more other tribes or bands or the Great Lakes inter-tribal council, inc., or with a
10county board of supervisors.
SB45,610,15 11(2) Contracts. (a) The department may contract for operation of a care
12management organization only with an entity that is certified as meeting the
13requirements under sub. (3). No entity may operate as a care management
14organization under the requirements of this section unless so certified and under
15contract with the department.
SB45,611,216 (b) Within each county, the department shall initially contract to operate a care
17management organization with the county or a family care district if the county
18elects to operate a care management organization and the care management
19organization meets the requirements of sub. (3) and performance standards
20prescribed by the department. A county that contracts under this paragraph may
21operate the care management organization for all of the target groups or for a
22selected group or groups. During the first 24 months in which the county has a
23contract under which it accepts a per person per month payment for each enrollee
24in the care management organization, the department may not contract with

1another organization to operate a care management organization in the county
2unless any of the following applies:
SB45,611,43 1. The county agrees in writing that at least one additional care management
4organization is necessary or desirable.
SB45,611,75 2. The county does not have the capacity to serve all county residents who are
6entitled to the family care benefit in the client group or groups that the county serves
7and cannot develop the capacity.
SB45,611,108 3. The governing body of a tribe or band or the Great Lakes inter-tribal council,
9inc., elects to operate a care management organization within the area and is
10certified under sub. (3).
SB45,611,1611 (c) For contracts following the initial contracts specified in par. (b), the
12department shall, after consulting with the council on long-term care, prescribe
13criteria to determine the number of care management organizations that are
14necessary for operation in a county. Under these criteria, the department shall solicit
15applications, certify those applicants that meet the requirements specified in sub. (3)
16(a), select certified applicants for contract and contract with the selected applicants.
SB45,611,20 17(3) Certification; requirements. (a) If an entity meets the requirements
18under par. (b) and applicable rules of the department and submits to the department
19an application for initial certification or certification renewal, the department shall
20certify that the entity meets the requirements for a care management organization.
SB45,611,2221 (b) To be certified as a care management organization, an applicant shall
22demonstrate or ensure all of the following:
SB45,612,223 1. Adequate availability of providers with the expertise and ability to provide
24services that are responsive to the disabilities or conditions of all of the applicant's

1proposed enrollees and sufficient representation of programmatic philosophies and
2cultural orientations to accommodate a variety of enrollee preferences and needs.
SB45,612,53 2. Adequate availability of providers that can meet the preferences and needs
4of its proposed service recipients for services at various times, including evenings,
5weekends and, when applicable, on a 24-hour basis.
SB45,612,86 3. Adequate availability of providers that are able and willing to perform all
7of the tasks that are likely to be identified in proposed enrollees' service and care
8plans.
SB45,612,109 4. Adequate availability of residential and day services that are geographically
10accessible to proposed enrollees' homes, families or friends.
SB45,612,1211 5. Adequate supported living arrangements of the types and sizes that meet
12proposed enrollees' preference and needs.
SB45,612,1513 6. Expertise in determining and meeting the needs of every target population
14that the applicant proposes to serve and connections to the appropriate service
15providers.
SB45,612,1616 7. Thorough knowledge of local long-term care and other community resources.
SB45,612,1917 8. The ability to manage and deliver, either directly or through subcontracts
18or partnerships with other organizations, the full range of benefits to be included in
19the monthly payment amount.
SB45,612,2120 9. Thorough knowledge of methods for maximizing informal caregivers and
21community resources and integrating them into a service or care plan.
SB45,612,2222 10. Coverage for a geographic area specified by the department.
SB45,613,223 11. The ability to develop strong linkages with systems and services that are
24not directly within the scope of the applicant's responsibility but that are important

1to the target group that it proposes to serve, including primary and acute health care
2services.
SB45,613,43 12. Adequate and competent staffing by qualified personnel to perform all of
4the functions that the applicant proposes to undertake.
SB45,613,6 5(4) Duties. A care management organization shall, in addition to meeting all
6contract requirements, do all of the following:
SB45,613,147 (a) Accept requested enrollment of any person who is entitled to the family care
8benefit and of any person who is eligible for the family care benefit and for whom
9funding is available. No care management organization may disenroll any enrollee,
10except under circumstances specified by the department by contract. No care
11management organization may encourage any enrollee to disenroll in order to obtain
12long-term care services under the medical assistance fee-for-service system. No
13involuntary disenrollment is effective unless the department has reviewed and
14approved it.
SB45,613,1715 (b) Conduct a comprehensive assessment for each enrollee, including an
16in-person interview with the enrollee, using a standard format developed by the
17department.
SB45,613,2018 (c) With the enrollee and the enrollee's family or guardian, if appropriate,
19develop a comprehensive care plan that reflects the enrollee's values and
20preferences.
SB45,613,2221 (d) Provide or contract for the provision of necessary services and monitor the
22provided or contracted services.
SB45,614,523 (e) Provide, within guidelines established by the department, a mechanism by
24which an enrollee may arrange for, manage and monitor his or her family care benefit
25directly or with the assistance of another person chosen by the enrollee. The care

1management organization shall monitor the enrollee's use of a fixed budget for
2purchase of services or support items from any qualified provider, monitor the health
3and safety of the enrollee and provide assistance in management of the enrollee's
4budget and services at a level tailored to the enrollee's need and desire for the
5assistance.
SB45,614,76 (f) Provide, on a fee-for-service basis, case management services to persons
7who are functionally eligible but not financially eligible for the family care benefit.
SB45,614,98 (g) Meet all performance standards required by the federal government or
9promulgated by the department by rule.
SB45,614,1110 (h) Submit to the department reports and data required or requested by the
11department.
SB45,614,1312 (i) Implement internal quality improvement and assurance processes that
13meet standards prescribed by the department by rule.
SB45,614,1414 (j) Cooperate with external quality assurance reviews.
SB45,614,1515 (k) Meet departmental requirements for protection of solvency.
SB45,614,1716 (L) Annually submit to the department an independent financial audit that
17meets federal requirements.
SB45,614,24 18(5) Funding and risk-sharing. (a) From the appropriation accounts under s.
1920.435 (4) (b), (g) and (o) and (7) (b) and (bd), the department shall provide funding
20on a capitated payment basis for the provision of services under this section.
21Notwithstanding s. 46.036 (3) and (5m), a care management organization that is
22under contract with the department may expend the funds, consistent with this
23section, including providing payment, on a capitated basis, to providers of services
24under the family care benefit.
SB45,615,5
1(b) If the expenditures by a care management organization under par. (a)
2exceed payments received from the department under par. (a), as determined by the
3department by contract, the department may share the loss with the care
4management organization, within the limits prescribed under the contract with the
5department.
SB45,615,106 (c) If the payments received from the department under par. (a) exceed the
7expenditures by a care management organization under par. (a), as determined by
8the department by contract, the care management organization may retain a portion
9of the excess payments, within the limits prescribed under the contract with the
10department, and shall return the remainder to the department.
SB45,615,1311 (d) The department may, by contract, impose solvency protections that the
12department determines are reasonable and necessary to retain federal financial
13participation. These protections may include all of the following:
SB45,615,1614 1. The requirement that a care management organization segregate a risk
15reserve from other funds of the care management organization or the authorizing
16body for the care management organization.
SB45,615,1817 2. The requirement that interest accruing to the risk reserve remain in the
18escrow account for the risk reserve.
SB45,615,1919 3. Limitations on the distribution of funds from the risk reserve.
SB45,616,520 4. The requirement that a care management organization place funds in a risk
21reserve and maintain the risk reserve in an interest-bearing escrow account with a
22financial institution, as defined in s. 69.30 (1) (b), or invest funds as specified in s.
2346.2895 (4) (j) 2. or 3. Moneys in the risk reserve or invested as specified in this
24subdivision may be expended only for the provision of services under this section.
25If a care management organization ceases participation under this section, the funds

1in the risk reserve or invested as specified in this subdivision, minus any
2contribution of moneys other than those specified in par. (c), shall be returned to the
3department. The department shall expend the moneys for the payment of
4outstanding debts to providers of family care benefit services and for the
5continuation of family care benefit services to enrollees.
SB45,616,86 (e) 1. Subject to subd. 2., a care management organization may enter into
7contracts with providers of family care benefit services and may limit profits of the
8providers under the contracts.
SB45,616,129 2. The department shall review the contracts in subd. 1., including rates for the
10provision of service, to ensure that the contract terms protect services access by
11enrollees and financial viability of the care management organization, and may
12require contract revision.
SB45,616,18 13(6) Governing board. A care management organization shall have a governing
14board that reflects the ethnic and economic diversity of the geographic area served
15by the care management organization. At least one-fourth of the members of the
16governing board shall be older persons or persons with physical or developmental
17disabilities or their family members, guardians or other advocates who are
18representative of the care management organization's enrollee.
SB45,617,2 19(7) Exchange of information. Notwithstanding ss. 48.78 (2) (a), 49.45 (4),
2049.83, 51.30, 51.45 (14) (a), 55.06 (17) (c), 146.82, 252.11 (7), 253.07 (3) (c) and 938.78
21(2) (a), a care management organization acting under this section may exchange
22confidential information about a client, as defined in s. 46.287 (1), without the
23informed consent of the client, under s. 46.21 (2m) (c), 46.215 (1m), 46.22 (1) (dm),
2446.23 (3) (e), 46.283 (7), 46.2895 (10), 51.42 (3) (e) or 51.437 (4r) (b) in the county of
25the care management organization, if necessary to enable the care management

1organization to perform its duties or to coordinate the delivery of services to the
2client.
SB45, s. 1076 3Section 1076. 46.284 (2) (c) of the statutes, as created by 1999 Wisconsin Act
4.... (this act), is amended to read:
SB45,617,105 46.284 (2) (c) For contracts following the initial contracts specified in par. (b),
6the department shall, after consulting with the council on long-term care, prescribe
7criteria to determine the number of care management organizations that are
8necessary for operation in a county. Under these criteria, the department shall solicit
9applications, certify those applicants that meet the requirements specified in sub. (3)
10(a), select certified applicants for contract and contract with the selected applicants.
SB45, s. 1077 11Section 1077. 46.285 of the statutes is created to read:
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