National Resources

Use this page to find national-level advocacy resources on home and community-based services (HCBS) and the Centers for Medicare and Medicaid Services final rule regarding HCBS in the Medicaid program.

CMS Correspondence

NEW – Extension of Transition Period for Compliance with Home and Community Based Settings Criteria. Please note this extension is provided for compliance of settings, which is now extended to March 2022. The deadline for final statewide transition plan approval is still March 2019.

Implement and Advocate

Updated: National Core Indicators: Evidence for New HCBS Requirements and Revised HCBS Assurances
Human Services Research Institute
This guide crosswalks the HCBS rules and NCI data to show how states can use NCI data to show compliance with the rule.

NEW from CMS: Q & A regarding HCBS Planned Construction of Presumed Institutional Settings

HCBS Settings Rule 3-Part Toolkit: The national HCBS Advocacy Coalition worked together to create this new toolkit that provides advocates with detailed information about the new rule and action steps to fully participate in its implementation.  The toolkit contains three documents:

  1. HCBS Settings Rule – What You Should Know
  2. HCBS Settings Rule – Settings Presumed to be Institution & the Heightened Scrutiny Process
  3. HCBS Settings Rules – How to Advocate for Truly Integrated Community Settings (Full and Abridged)

For state specific information please click on your state under State Resources

New Opportunities for Individuals with Disabilities to Expect Better Quality Services and Outcomes
Collaboration to Promote Self-Determination
This issue brief places the new HCBS rule in historical context of the evolution of home and community-based services and offers a vision for how the new rule can improve HCBS.

ASAN Toolkit  and Webinar Series on Improving Home and Community-Based Services
Autistic Self-Advocacy Network
ASAN has published a toolkit for advocates, families, and administrators on how to ensure that people with disabilities receive Mediciad-funded HCBS in integrated settings that offer full access to the community.

CQL Toolkit for States – CMS Crosswalk
Council on Quality and Leadership
This toolkit provides states with information on how to use CQL quality measurement tools and data elements to comply with the new HCBS settings rule and Revised HCBS Quality Assurances.

State Transition Plans: Four Tips for Consumer Advocates
National Senior Citizens Law Center
Building on themes seen in the first round of transition plans, this guide provides quick tips on reviewing state transition plans for compliance with the HCBS rule.

Just Like Home: An Advocate’s Guide for State Transitions Under the New Medicaid HCBS Rules
National Senior Citizen’s Law Center
This guide provides government officials and stakeholders with multiple aspects of the new regulations, including determining which settings are disqualified for HCBS, and enforcing consumer protections.

Assessment Worksheet for Advocates: HCBS Advocate’s Worksheet
DD Network
This worksheet includes the regulatory language and CMS guidance in an easy-to-use format to help advocates think about the HCBS settings in their state and help their state make accurate and comprehensive assessments.

National Advocacy on Transition Plans
Several national advocacy groups are requesting that CMS take action to ensure proper implementation of the HCBS regulations, including issues of substantive transition plans, the Community First Choice Option (1915k), and consumer protections in settings with residents regardless of payment source.

Understand the Rule

Getting the Community Life You Want
The Boggs Center on Developmental Disabilities
As a person who receives services funded by Medicaid, some changes in federal policy give you new opportunities to have the kind of community services you want. This guide breaks down the changes to help you understand them.

Joint Statement Regarding Continuity of Services During Implementation of the HCBS Rule
Disability advocacy groups joined the American Network of Community Options and Resources and National Association of State Directors of Developmental Disabilities Services in releasing this joint statement intended to address confusion about the implementation timeline of the rule. The statement makes clear that states have until March of 2019 to come into compliance with the rule and that no services should be abruptly discontinued immediately.

Q & A: Medicaid Home and Community-Based Waivers
Autism Speaks
This question-and-answer format document explains the basics of the rule, what it changes, what it doesn’t change, how to learn more and how to get involved.

Webinar: Implementation of the Home and Community-Based Services Settings Rule
Friday Morning Collaborative
This webinar provided information about the rule and provided tools and resources for state advocates to assist with implementation. Presenters included representatives from the Centers for Medicare and Medicaid Services, Administration for Community Living, National Senior Citizen’s Law Center, and Association of University Centers on Disabilities.

Webinar: New CMS Regulation on HCBS Settings: Implications for Employment Services
LEAD Center and Autistic Self-Advocacy Network
In the aftermath of CMS’ recent regulation regarding settings for Home and Community Based Services, states and stakeholders are now considering how to transition their service-provision systems into compliance with the new CMS requirements for greater integration. This new regulation may have a profound impact on employment services.

Just Like Home: An Advocate’s Guide to Consumer Rights in Medicaid HCBS
National Senior Citizens Law Center
This guide provides consumers, advocates and other stakeholders with information regarding multiple facets of the new standards, including consumer rights in HCBS, and the guidelines for determining which settings are disqualified from HCBS reimbursement. This guide is based on the federal rules and subsequently issued guidance, and will be updated as further information becomes available. See also the archived webinar.

Presentation: Overview of the New HCBS Rules
National Association of State Directors of Developmental Disabilities Services
Robin Cooper of the National Association of State Directors of Developmental Disabilities Services (NASDDDS) gave this presentation about the rules for NASDDDS members. Slides from the presentation are also available here: NASDDDS_HCBS_Rules_Overview.

Health Advocate: Home and Community Based Settings – A Primer
National Health Law Program
This issue of Health Advocate from the National Health Law Program provides an overview of Medicaid HCBS and explains the basics of how the new rule applies.

Q&A Home and Community-Based Services Final Rules
National Health Law Program
A Question and Answer document from the National Health Law Program on the new rules.

Issue Brief: CMS Final Rule on Home and Community-Based Services Settings
Association of University Centers on Disabilities
This issue brief provides an overview of the requirements in the new rule.

The 2014 Federal Home and Community-Based Services Regulation: What You Need to Know
The Arc
This issue of National Policy Matters from The Arc provides an overview of the rules and current home and community-based services context.

Other HCBS Resources

Role of the DD Network in Advancing Community Integration
Association of University Centers on Disabilities
This toolkit describes the current work of the AUCD network to promote community integration and how the DD network partners – University Centers for Excellence in Developmental Disabilities, Developmental Disabilities Councils, and Protection & Advocacy Systems – work together to promote community integration and quality home and community-based services.

Count 30 or 120 Days

Days from Date Calculaor
Don’t want to count 120 days on your calendar to find out when that transition plan is due? Use this calculator. Enter 120 days and the date the waiver was submitted to learn when the remaining transition plan is due.


One thought on “National Resources

    Jewish Journal said:
    January 26, 2017 at 4:13 am

    […] govern which programs can receive federal funding with Medicaid dollars for what is called Home and Community Based Services (HCBS) designed to pay for supports and services outside of […]

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