AB296, s. 36 1Section 36. 46.56 (3) (d) 3. of the statutes is created to read:
AB296,17,22 46.56 (3) (d) 3. Oversee the development and implementation of the initiative.
AB296, s. 37 3Section 37. 46.56 (3) (d) 8. to 12. of the statutes are created to read:
AB296,17,64 46.56 (3) (d) 8. Establish operational policies and procedures, such as referral
5and screening procedures, a conflict management policy, and a flexible funding
6policy, and ensure that the policies and procedures are monitored and adhered to.
AB296,17,87 9. Ensure quality, including adherence to core values as adopted by the state
8advisory committee established under sub. (14) (a).
AB296,17,119 10. Develop a plan for orientation of new coordinating committee members and
10coordinated services team members to the coordinated services team approach to
11providing services to a child and his or her family.
AB296,17,1312 11. Identify and address gaps in services for children and families who are
13enrolled in the initiative.
AB296,17,1514 12. Ensure client and partner agency satisfaction through performance of a
15client and partner agency satisfaction survey.
AB296, s. 38 16Section 38. 46.56 (3) (d) 15. of the statutes is created to read:
AB296,17,1917 46.56 (3) (d) 15. Distribute information about the availability and operation of
18the initiative to the general public and to public or private service providers who
19might seek to make referrals to the initiative.
Note: Creates additional duties of the coordinating committee.
AB296, s. 39 20Section 39. 46.56 (3) (e) of the statutes is created to read:
AB296,17,2221 46.56 (3) (e) The coordinating committee may direct the initiative coordinator
22or another person to do any of the following:
AB296,17,2323 1. Maintain data of enrollments in the initiative and results of screening.
AB296,18,1
12. Establish and report monitoring and evaluation results.
AB296,18,42 3. Monitor, or ensure proper monitoring by the appropriate entity of, targeted
3case management and in-home services provided under the Medical Assistance
4Program, under subch. IV of ch. 49, including record-keeping and billing processes.
AB296,18,65 4. Assist in developing and maintaining additional funding sources, including
6collaborative efforts with system partners.
AB296,18,77 5. Assist in the development and implementation of advocacy for families.
Note: Permits the coordinating committee to direct the initiative coordinator or
another person to perform specified additional duties.
AB296, s. 40 8Section 40. 46.56 (4) (a) to (e) of the statutes are amended to read:
AB296,18,119 46.56 (4) (a) Oversee Assist the coordinating committee in overseeing the
10development and implementation of the program initiative and designate the staff
11needed for the program initiative.
AB296,18,1412 (b) Assist the coordinating committee in drafting and executing interagency
13agreements and any other operations policies and procedures necessary for the
14start-up and operation of the program initiative.
AB296,18,1815 (c) Distribute Assist the coordinating committee in distributing information
16about the availability and operation of the program initiative to the general public
17as well as and to public or private service providers who might seek to make referrals
18to the program initiative.
AB296,18,2119 (d) If the county board of supervisors or tribe decides to seek state funding
20under sub. (15), develop the application in cooperation with the coordinating
21committee.
AB296,19,222 (e) Undertake such other activities in compliance with another provision of the
23other statutes, department rules and, department guidelines, interagency

1agreements, and the directions of the coordinating committee as are necessary to
2ensure the effective and efficient operation of the program initiative.
Note: Modifies the role of the administering agency. The administering agency is
defined in Section 5 as the department designated by a county board or by a tribe to
administer a coordinated services initiative.
AB296, s. 41 3Section 41. 46.56 (5) (a), (b) and (d) to (i) of the statutes are amended to read:
AB296,19,74 46.56 (5) (a) The identity of every county department, tribal agency, agency,
5school district, cooperative educational service agency or , county children with
6disabilities education board, technical college district, or other organization that will
7participate in the program initiative.
AB296,19,148 (b) The identification of services and resources that the participating
9organizations will commit to the program initiative or will seek to obtain, including
10joint funding of services and resources and funding for the qualified staff needed to
11support the program initiative, such as by cash or contribution of in-kind services
12and resources as determined by the department under sub. (15) (c). This
13identification shall specify the roles and responsibilities of the coordinated services
14team and the coordinating committee
.
AB296,19,1615 (d) The identification of any group of children with severe disabilities who will
16be targeted for services and resources through the program initiative.
AB296,19,1817 (e) The procedures for outreach, referral, intake, assessment, case planning,
18and service coordination that the program initiative will use.
AB296,19,2119 (f) The specific criteria, based on sub. (7), that will be used for deciding whether
20a child with severe disabilities and his or her family are eligible for services and
21resources
through the program initiative.
AB296,20,222 (g) The procedures to be followed to obtain any required authorizations for
23sharing of confidential information among organizations providing treatment,

1services, education and support services, and other resources to a child with severe
2disabilities
and his or her family.
AB296,20,53 (h) The procedures that will be used for resolving managing conflicts among
4service providers or coordinated services team members or between clients a child
5or his or her family
and service providers.
AB296,20,86 (i) The methods that will be used to measure program initiative effectiveness,
7including client satisfaction of a child and his or her family, and for revising the
8operation of the program initiative in light of evaluation results.
AB296, s. 42 9Section 42. 46.56 (5) (j) and (k) of the statutes are created to read:
AB296,20,1010 46.56 (5) (j) The mission and core values of the initiative.
AB296,20,1211 (k) Expectations for organizations represented on the coordinating committee
12under sub. (3), including provision of the funding match required under sub. (15) (c).
Note: Modifies items that an interagency agreement must include. Under Section
15, an interagency agreement is a written document of understanding among service
providers and other partner agencies that are represented on the coordinating committee
that identifies mutual responsibilities for implementing coordinated services for children
and their families.
AB296, s. 43 13Section 43. 46.56 (6) (title), (a) (intro.), 1. and 2. of the statutes are amended
14to read:
AB296,20,2015 46.56 (6) (title) Roles of service coordination agency, service coordinator,
16initiative coordinator,
and interdisciplinary coordinated services team. (a)
17(intro.) There may be one One or more service coordination agencies participating
18may participate under the program initiative. The organizations and the target
19groups that are to be served shall be identified in the interagency agreement under
20sub. (5). A All of the following applies to a service coordination agency shall:
AB296,21,3
11. Be The service coordination agency shall be selected based on the its
2experience of the service coordination agency or its staff in providing services; and
3resources.
AB296,21,44 2. Identify The service coordination agency shall do all of the following:
AB296,21,8 5a. Identify a specific individual to act as service coordinator for each child with
6severe disabilities
who is enrolled in the initiative and the child's his or her family
7to facilitate the implementation of the integrated service plan; coordinated services
8plan of care.
Note: Sets forth the requirements for and duties of the service coordination
agency. Under Section 20 , the service coordination agency is a county department, tribe,
agency, school district, cooperative educational service agency, or county children with
disabilities education board designated in an interagency agreement by the coordinating
committee to provide intake and service coordination for one or more target groups of
children and their families.
AB296, s. 44 9Section 44. 46.56 (6) (a) 3. of the statutes is renumbered 46.56 (6) (a) 2. b. and
10amended to read:
AB296,21,1211 46.56 (6) (a) 2. b. Provide or arrange for intake, assessment, case planning
12development of the plan of care, and service coordination under sub. (8); and.
AB296, s. 45 13Section 45 . 46.56 (6) (a) 4. of the statutes is renumbered 46.56 (6) (a) 2. c. and
14amended to read:
AB296,21,2015 46.56 (6) (a) 2. c. Act as a resource source for information about other services
16and resources for children with severe disabilities who are involved in 2 or more
17systems of care
and their families who are not eligible for the program initiative, if
18the coordinating committee determines that this service the service coordination
19agency
can be provided provide the information without interfering with the primary
20purpose of the program initiative.
Note: Sections 45 and 46 modify the duties of the service coordination agency.
AB296, s. 46 21Section 46 . 46.56 (6) (b) of the statutes is amended to read:
AB296,22,2
146.56 (6) (b) The service coordinator shall have the functions specified in sub.
2(8) (f) to (i) (h), (n), and (r).
AB296, s. 47 3Section 47 . 46.56 (6) (c) of the statutes is amended to read:
AB296,22,54 46.56 (6) (c) The interdisciplinary coordinated services team shall have has the
5functions specified under sub. (8) (f) and, (h), and (i).
Note: Sections 47 and 48 modify the provisions cross-referencing the functions
of the service coordinator and the coordinated services team.
AB296, s. 48 6Section 48 . 46.56 (6) (cr) of the statutes is created to read:
AB296,22,97 46.56 (6) (cr) Every county and tribe that operates any initiative shall develop
8written policies and procedures specifying the selection process for the initiative
9coordinator.
Note: Creates a requirement that every county and tribe that operates any
initiative develop written policies and procedures specifying the selection process for the
initiative coordinator.
AB296, s. 49 10Section 49. 46.56 (6) (d) of the statutes is created to read:
AB296,22,1311 46.56 (6) (d) The primary responsibility of the initiative coordinator is to
12promote collaborative relationships between systems of care. The initiative
13coordinator shall do all of the following:
AB296,22,1714 1. Bring together parents and relevant staff from various agencies and
15organizations to comprise the coordinating committee under sub. (3) (a) and (b), and
16support their activities, in order to ensure compliance with established policies and
17procedures specified in sub. (3) (d).
AB296,22,1918 2. Work with the coordinating committee to maintain and support agency
19participation as established in the interagency agreement.
AB296,22,2120 3. Work with the coordinating committee and service coordination agency to
21receive and review referrals.
AB296,23,3
14. Work with the coordinating committee and service coordination agency to
2assure provision of service coordination services for all groups of people working with
3the child and his or her family.
AB296,23,64 5. Guide the development of the coordinated service team working with the
5child and his or her family in order to ensure compliance with basic principles of the
6initiative core values.
AB296,23,97 6. Review plans of care, including crisis response plans, for consistency with
8the coordinated services team approach to providing services to a child and his or her
9family and core values.
AB296,23,1210 7. Assist the coordinating committee and coordinated services teams in
11establishing consistent measures for the development, implementation, evaluation,
12and monitoring of the initiative and its outcomes.
AB296,23,1413 8. Facilitate public education and awareness of issues and programs for
14children who are involved in 2 or more systems of care and their families.
AB296,23,1715 9. Ensure provision of ongoing support and training that is related to the
16coordinated services team process for families, service coordinators, and providers
17and ensure orientation for coordinated services team members.
AB296,23,2018 10. Support service providers in developing strategies to enhance existing
19programs, to increase resources, and to establish new resources relevant to project
20goals and objectives.
AB296,23,2221 11. Ensure that local and state agencies submit data and reports in an accurate
22and timely manner.
AB296,23,2423 12. If directed to do so by the coordinating committee, perform any of the duties
24set forth in sub. (3) (e).

Note: Provides that the primary responsibility of the initiative coordinator is to
promote collaborative relationships in the systems of care, as defined in Section 23, and
sets forth the duties of the initiative coordinator.
AB296, s. 50 1Section 50. 46.56 (7) of the statutes is amended to read:
AB296,24,102 46.56 (7) Eligibility of children and families. Children with severe
3disabilities
who are involved in 2 of more systems of care and their families shall be
4eligible for the program. The initiative, except that the coordinating committee may
5establish specific additional criteria for eligibility for services and may establish
6certain target groups of children with severe disabilities who are involved in 2 or
7more systems of care
to receive services. If target groups are established, only
8children with severe disabilities falling within the target groups are eligible for may
9be enrolled in
the program initiative. Any eligibility criteria shall meet all of the
10following conditions:
AB296,24,1211 (a) Be based on a community assessment that identifies areas of greatest need
12for integrated coordinated services for children with severe disabilities.
AB296,24,1813 (b) Give priority to children with severe disabilities who are at risk of
14placement outside the home or who are in an institution and are not receiving
15integrated coordinated community-based services based in the community and
16other resources
, or who would be able to return to community placement or their
17homes from an institutional placement if such the services and other resources were
18provided.
AB296,24,2019 (c) Not exclude a child with severe disabilities or that child's his or her family
20from services or other resources because of lack of ability to pay.
Note: Modifies the provisions relating to eligibility of children and families.
AB296, s. 51 21Section 51. 46.56 (8) (title) of the statutes is amended to read:
AB296,25,2
146.56 (8) (title) Referral, intake, assessment, case planning plan of care
2development,
and service coordination.
AB296, s. 52 3Section 52. 46.56 (8) (a) to (g) and (h) (intro.), 2., 3., 4., 5. and 6. of the statutes
4are amended to read:
AB296,25,125 46.56 (8) (a) Referrals to the program initiative may come from any county
6departments, tribal agencies, agencies, school districts, cooperative educational
7service agencies, county children with disabilities education boards, technical
8college districts, courts assigned to exercise jurisdiction under chs. 48 and 938, tribal
9courts,
or any other organization, or the a child with severe disabilities who is
10involved in 2 or more systems of care
or his or her family may contact the
11administering agency or service coordination agency to request services and
12resources
.
AB296,25,2113 (b) Upon referral, staff from the service coordination agency or individuals
14designated by the coordinating committee
shall screen the referral to determine if
15the child with severe disabilities and the child's his or her family appear to meet the
16eligibility criteria and any target groups group requirements established by the
17coordinating committee. If the child with severe disabilities and the child's his or her
18family appear to be eligible, the staff shall gather assist the entity that made the
19referral under par. (a), and the parent or parents, in gathering
information from the
20child's family and any current service providers
necessary to prepare an application
21for the program initiative.
AB296,26,222 (c) Consent for release of information and participation of relating to a child
23with severe disabilities and his or her family in the program and in the program
24evaluation must shall be obtained from the child's parent, or the child, if appropriate

1or required by federal statute or regulation or state statute or rule, or by order of a
2court with appropriate jurisdiction.
AB296,26,103 (d) The service coordination agency or individuals designated by the
4coordinating committee
shall review the completed application with the family, and,
5in light of the eligibility criteria in the interagency agreement and sub. (7), determine
6whether the child with severe disabilities and the child's his or her family are eligible
7for and
appropriate for services through the program enrollment in the initiative.
8The service coordination agency or the individuals designated by the coordinating
9committee
shall approve or disapprove each application within 30 days after the date
10on which the application was received completed.
AB296,26,1711 (e) If the child with severe disabilities who is involved in 2 or more systems of
12care
and the child's his or her family are found to be ineligible, or if it is determined
13that enrollment in the initiative is not the best method of meeting the needs of the
14child and his or her family,
staff from the service coordination agency or individuals
15designated by the coordinating committee
shall assist them the child and family in
16obtaining identifying and accessing needed services or resources from appropriate
17providers.
AB296,26,2418 (f) If the child with severe disabilities and the child's his or her family are found
19to be eligible for the program and are enrolled in the initiative, the agency shall
20assign a service coordinator who shall assemble an interdisciplinary a coordinated
21services
team to assess the strengths and needs of the child with severe disabilities
22and the child's his or her family's need for treatment, education, care, and support.
23The service coordinator shall coordinate the operations of the coordinated services
24team.
AB296,27,9
1(g) The service coordinator shall assemble the results of all prior relevant
2assessments and evaluations documenting the service strengths and needs of the a
3child with severe disabilities enrolled in the initiative and the child's his or her
4family, including individualized education program team evaluations under s.
5115.782 or independent educational evaluations, court-ordered evaluations under
6s. 48.295 or 938.295, family support program evaluations, community integration
7program or community options program assessments, and any other available
8medical, psychiatric, psychological, vocational or developmental
educational,
9medical, vocational, and psychosocial
evaluations.
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