(1) The referral of a person for whom placement is being sought is compiled by the case manager and is submitted to the DD program.

(a) For referral of a local person for a local service placement, referral information is submitted to the regional office of the DD program.

(b) Referrals of a person to other areas or the state as a whole for a service placement are sent to the central office of the DD program.

(c) A referral must be completed and provided to the DD program within 30 calendar days of a decision by the person's planning team to refer the person.

(2) The required referral information is the following:

(a) the department of public health and human services 431 form, documenting the determination that a person is developmentally disabled. The 431 form is not signed by DD program staff until there is adequate documentation of the person's developmental disability and need for services. Within 10 working days of receipt of the referral, DD program staff will send separate written notification on form 53 to the case manager either confirming that there is adequate documentation of DD eligibility and that the person's name will be added to the waiting list, or indicating that additional information is needed. The 431 form will be signed by DDP staff when there is a determination that the person is eligible and sent to the referring party when the person is screened into a service;

(b) the inventory for client and agency planning (ICAP) and the ICAP supplemental form, current to within the last year;

(c) a psychological report documenting a diagnosis of developmental disabilities within the definition at 53-20-202 , MCA;

(d) a social history current to within the last year that includes the following information:

(i) information regarding the present functioning level of the person, noting the areas in which the person does well and the areas in which the person needs assistance and further training;

(ii) recommendations for services needed, with any special considerations noted (e.g., medical services, peer group considerations, need for communication devices, recreational interests, etc.) ;

(iii) impact on the person if services are not received;

(iv) family history, present family involvement and support or involvement of other persons important in the person's life;

(v) current medical status and history;

(vi) special education and related services provided to the person, including all residential placements outside the family home;

(vii) other service providers involved, current and past, with the phone number and name of a contact person for each agency;

(viii) description of behavior problems;

(ix) any environmental, cultural, or other factors important to assisting the person in a placement;

(x) special financial arrangements or hardships that a service provider would need to be aware of in order to assist the person;

(xi) vocational interests and employment history;

(xii) any alternatives available in the person's home community, if that is the person's preferred place to live, and the status of attempts to secure those alternative services or supports;

(xiii) sources of income and benefits and the amounts of those; and

(xiv) guardianship information.

(e) an individual service record (ISR) which must be completed by staff in the DD program office in order to place a person on a waiting list;

(f) current individual habilitation plan (IHP) or individual treatment plan (ITP) , if applicable;

(g) a copy of the most recent deceleration program or any that has been conducted in the last 3 years;

(h) other information the referring team chooses to include; and

(i) documentation of the person's preferences for services and service locations.

(3) Family members and other involved parties are encouraged to include any written comments they have on the person's situation and his/her need for placement.

(4) Referrals must be updated annually by the case manager on a form that notes the sections that have changed. They may be updated more often than annually if circumstances and needs change before the annual referral update is due.

(5) The DD program will give notice to a referring party when the referral does not contain all required components or when there is inadequate documentation that the person has a developmental disability.