Selecting an IRIS Consultant Agency and IRIS Fiscal/Employer

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More Choices
Choosing your IRIS Consultant Agency or
IRIS Fiscal/Employer Agent
John O’Keefe
IRIS Program
Wisconsin DHS
October 31, 2013
IRIS Current
• One IRIS Consultant Agency
The Management Group
(TMG)
• One IRIS Financial Services Agency
Milwaukee Center for Independence
(MCFI)
Fiscal Employer Agent (F/EA)
• Complete background checks
• Complete participant employed worker
setup
• Process timesheets for payroll
• Handle all tax withholding
IRIS Consultant Agency Tasks
• Recruit train and support IRIS Consultants
• Process and approve IRIS plans
• Participant support activities
• Manage IRIS call center
IRIS Future
Proposed Timeline
• Fall 2013 (Now)
• Certification Criteria Finalized
• July 2014
• Certification Begins
• January 2015
• Start Date
IRIS Future
IRIS Consultant Agency (ICA)
• DHS certifies ICA
• Multiple ICAs may be available
• ADRC offers ICA choice
• More ICA choice creates
competition and improves quality
DHS ICA Certification Criteria
• Basic company organizational & solvency
standards
• Demonstrated capacity to serve
• Standardized performance data
• Demonstrated ability to guard participant
health and safety and manage incidents
DHS ICA Certification Criteria
• Ability to provide prompt service
• Demonstrated ability to support IRIS
Consultants
• Demonstrated ability to timely approve
participant plans and plan updates
• Other service accuracy standards
ICA Plan Timelines
Task
Days
Initial welcome call
2 business days from referral date
IRIS Consultant selection
3 business days from welcome call
Initial consultant visit
14 calendar days from referral date
Initial Plan – completed and approved
30 days from initial visit
Plan Starts
45 days from initial visit
Annual plan submission/approval
30 days before current plan ends
ICA Customer Specific features
IRIS Consultant Agency Yellow
• Autism Experience
• Russian Speaking Consultants
• Knowledge of my community
• Experience finding employment
Now
Compare
your
IRIS Consultant Agency Choices
- - - - - For Example - - - - -
ICA Yellow
ICA Purple
ICA Customer Score Card (sample)
IRIS Consultant Agency Yellow
• Customer Survey Results
• IRIS Consultant Rating
• Consultant Turnover
• Promptness Score
• % Participants Employed Score
Important Note: All companies must meet certification standards
ICA Customer Score Card (sample)
IRIS Consultant Agency Purple
• Customer Survey Results
• IRIS Consultant Rating
• Consultant Turnover
• Promptness Score
• % Participants Employed Score
Important Note: All companies must meet certification standards
Any questions
IRIS Future
Fiscal Employer Agent (F/EA)
• DHS certifies F/EA
• Multiple IRIS F/EA may be available
• IRIS Consultant Agency offers F/EA choice
• More choice creates competition and
improves quality
DHS F/EA Certification Criteria
• Company organization and solvency
standards
• Demonstrated capacity to serve
• Service accuracy and standardized
performance data
• Promptness of service
DHS F/EA Certification Criteria
• Ability to oversee timesheets
according to approved plans
• Ability to file payroll Internal revenue
and WI Department of Revenue
required forms and reports
• Reporting to DHS and other entities
Now
Compare
your
Fiscal/Employer Agent Choices
- - - - - For Example - - - - -
FEA Blue
FEA Green
F/EA Customer Score Card (sample)
IRIS Fiscal/Employer Agent Blue
• Customer Survey Results
• Payroll Accuracy Rate
• New Worker Setup Score
• Promptness Score
Important Note: All companies must meet certification standards
F/EA Customer Score Card (sample)
IRIS Fiscal/Employer Agent Green
• Customer Survey Results
• Payroll Accuracy Rate
• New Worker Setup Score
• Promptness Score
Important Note: All companies must meet certification standards
Any questions
IRIS Future
Proposed Timeline
• Fall 2013 (Now)
• Criteria Finalized
• July 2014
• Certification Begins
• January 2015
• Start Date
ICA or FEA Customer Specific Features
Your Ideas?
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Any final questions
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