IPP and Transition

You’re almost there! Once your budget and spending plan are signed and you choose your financial manager, start setting up your services. Make sure everything is ready so you don’t have any gaps.
Setting Up Services
Make sure you are set-up in your Financial Management Services system. Sometimes participants think that they signed up after an introductory call, but they had more that needed to be done. Once you have your budget and draft spending plan, you can start to get your services set up. If you have already identified providers, begin connecting them with your FMS so they can do a quick sign-up so they can get paid.
If you plan to hire employees, have them start paperwork and background checks right away. These can take time, so begin as soon as your FMS says you can.
Background Checks
Anyone giving personal care (like dressing, grooming, bathing) must pass a background check before working. If not giving personal care, the FMS decides in co-employer, or you decide in sole-employer.
How Background Checks Work:
- Get the Live Scan Form
- Your agency gives you a “Request for Live Scan Service” form.
- Go to a Live Scan Location
- Bring your form and a photo ID to a Live Scan operator.
- Get Fingerprinted
- The operator checks your ID, takes your fingerprints, and sends them to the California DOJ.
- If the form says “FBI,” your fingerprints also go to the FBI.
- Get Your ATI Number
- The operator gives you an ATI number. Save it. You can use it to check your status.
- DOJ and FBI Check Your Record
- DOJ checks California records.
- FBI checks national records.
- If they find a match, a person reviews your record.
- Results Sent to Agency
- DOJ sends the results to the agency that asked for your background check.
What if I already have a Live-Scan?
If you already did a Live Scan with another FMS, it can be transferred. You don’t need a new one.
If you have a Live-Scan from another business or industry you will need to do a new one for the Self-Determination Program.
How can I check if my Live-Scan was processed?
Be sure to copy the ATI# on the bottom of your form.
You can check applicant status (DOJ) at: applicantstatus.doj.ca.gov
The contact information is livescanssupport@doj.ca.gov
DOJ’s Client Services Program: 916-227-3332
Department of Developmental Services Background Check: 916-654-3338
Planning your Transition Individual Program Plan (IPP)
Your transition Individual Program Plan (IPP) might happen at different times, depending on your regional center. Some regional centers will start the IPP when you have your person-centered plan meeting or your budget meeting. Others will do it once everything is signed. What matters most is making sure your Person-Centered Plan goals are in it. Your spending plan can only include things linked to an IPP goal. The new IPP will list the Self-Determination Program service codes.
Once your IPP team agrees and the IPP is signed, purchase of service (POS) authorizations will be sent to your financial management service. Once they receive the authorizations, they will let you know your start date! You are a traditional regional center client until that date so there should never be a gap in services.
Complete Guide Training Video: IPP and Transition
Complete Guide Training Video description.
Video coming soon.