Consumer-Direction and Self-Determination Symposium

12/31/1969

U.S. Department of Health and Human Services

INDEPENDENT CHOICES: A National Symposium on Consumer-Direction and Self-Determination for the Elderly and Persons with Disabilities

June 2001


This package--distributed at a national conference held at the Loews L'Enfant Plaza Hotel, Washington, D.C. on June 10-12, 2001--was prepared by the Office of Disability, Aging and Long-Term Care Policy (DALTCP) with the U.S. Department of Health and Human Services (HHS) under Contract #HHS-100-97-0008. Additional funds were provided by the Robert Wood Johnson Foundation, HHS Substance Abuse and Mental Health Administration, HHS Administration on Developmental Disabilities, HHS Centers for Medicare and Medicaid Services, HHS Administration on Aging, and the American Association of Retired Persons. For additional information, you may visit the DALTCP home page at http://aspe.hhs.gov/daltcp/home.shtml or contact the ASPE Project Officer, Andreas Frank, at HHS/ASPE/DALTCP, Room 424E, H.H Humphrey Building, 200 Independence Avenue, SW, Washington, DC 20201. His e-mail address is: Andreas.Frank@hhs.gov.


TABLE OF CONTENTS

WELCOME
SPONSORS
AGENDA
LIST OF PARTICIPANTS
BIOGRAPHIES
WASHINGTON AREA INFORMATION
Restaurant Guide
Washington, DC Welcomes Physically Challenged Travelers
PRESENTATIONS (separate file)
Cash and Counseling: Consumers' Early Experience In Arkansas and New Jersey (Foster, Brown, Carlson, Phillips, Schore)
Consumer-Directed Fiscal and Supportive Intermediary Services: An Overview (Flanagan)
Consumer/Survivor Research: A Decade of Learning (Campbell)
Demonstrating Self-Determination: An Evaluation of Policy and Implementation Issues (Bradley, Taub)
Elder Preferences for Consumer Directed Community Care: Implications for Policy and Management (Sciegaj)
Independent Choices: Oregon (Huddleston)
IndependentChoices: An Experiment in Consumer-Direction (Barrett)
New Jersey's Experiences (Ditto)
Preferences For Consumer-Directed Services Among Different Consumer Groups: Cash and Counseling Demonstration and Evaluation Early Findings (Simon-Rusinowitz, Mahoney)
Self Determination (McArthur)
Self-Determination: The State of the Art in Supporting People with Development Disabilities in the U.S. (Conroy)
HANDOUTS (separate file)
A Descriptive Analysis of Patterns of Informal and Formal Caregiving among Privately Insured and Non-Privately Insured Disabled Elders Living in the Community (1999)
A Right to Personal Assistance Services: "Most Integrated Setting Appropriate" Requirements and the Independent Living Model of Long-Term Care (Batavia; 2000)
Attitudes Toward Government Policies That Assist Informal Caregivers: The Link Between Personal Troubles and Public Issues (Silverstein, Parrott; 2001)
Autonomy or Abandonment: Changing Perspectives on Delegation (Wagner, Nadash, Sabatino; 1997)
Cash and Counseling: Consumer's Early Experiences in Arkansas (Foster, Brown, Carlson, Phillips, Schore; 2000)
Cash and Counseling: Early Experiences in Arkansas (2000)
Consumer-Directed Models of Personal Care: Lessons from Medicaid (Doty, Kasper, Litvak; 1996)
Consumer-Directed Personal Assistance Services: Key Operational Issues for State CD-PAS Programs Using Intermediary Service Organizations (Flanagan, Green; 1997)
Coordinated Invitation to Apply for "Systems Change Grants for Community Living": Improving Community Services for Children and Adults of Any Age Who Have a Disability or Long Term Illness (2001)
GENERATIONS--Consumer Direction in Long-Term Care (Fall 2000)
Going Home (1997)
IMPACT--Feature Issue on Support Coordination and Self-Determination for Persons with Developmental Disabilities (Winter 1999/2000)
Independence Care System
INDEPENDENCE CARE SYSTEM: A Coordinated Care Program For People With Physical Disabilities (2001)
Independent CHOICES (2000)
Making Hard Choices: Respecting Both Voices (Feinberg, Whitlach, Tucke; 2000)
Making Self-Determination Work (Moseley)
System Change and Self-Directed Services: Lessons Learned (Deshaies; 2001)
The Robert Wood Johnson Foundation Self-Determination Initiative: Year One Impact Assessment Report (Agosta, Bradley, Taub, Melda, Taylor, Kimmich, Semple, Kelsch; 1999)
Why There's Really No Place Like Home: New Ways of Caring for the Severely Disabled (Shapiro; 2001)
Wyoming DOORS: Setting IRAs for HCB Waiver (Smith; 1999)

WELCOME PARTICIPANTS

We are glad that you arrived safely in Washington, D.C. for the conference, and look forward to working closely with you over the next few days.

The conference, Independent Choices: A National Symposium on Consumer-Direction and Self-Determination for the Elderly and Persons with Disabilities, is intended to: (1) present research findings and convey the experiences of existing programs and demonstration projects, and (2) identify future directions for policy development and research and demonstration projects which promote effective and responsible consumer-directed service systems for the elderly and people with disabilities.

The conference will be successful if it achieves the following goals:

  • Educating a large group of representatives from federal, state, and local governments, associations, advocacy groups, funders, research institutions, consumer-directed providers, and self-advocates on available research evidence regarding consumer-directed programs for the elderly and people with disabilities.

  • Identifying gaps in the knowledge base that need to be filled if consumer-directed programs are to effectively serve people with long-term care disability-related needs, regardless of age or type of condition.

  • Stimulating new research to support more efficient and effective strategies for the financing, organization, and delivery of consumer-directed services to the elderly and people with disabilities.

This package contains a detailed agenda, the hotel layout, and a list of participants, participant bios, presentations and handouts. Additionally, restaurant and transportation information has been included to assist you in getting around and enjoying the Washington, D.C. area.

Data in this notebook should not be distributed unless the author personally agrees. The materials are compiled merely for purposes of discussion and debate.

Whereas we have tried to make sure that all information is correct at the time of printing, we understand that there may be additional changes that will need to be made. Please forward corrections to us at our fax number 202-401-7733 so that future copies will be correct.

We hope that you enjoy your time in Washington, D.C. If there is anything that we can do to make your stay more comfortable, please ask for Sharon Leeney or Andreas Frank at the conference Registration Desk.

[Table of Contents]

THIS NATIONAL SYMPOSIUM IS BROUGHT TO YOU THROUGH THE COMBINED EFFORTS OF THE FOLLOWING ORGANIZATIONS

Sponsor

U.S. Department of Health and Human Services
Office of the Assistant Secretary for Planning and Evaluation
Office of Disability, Aging and Long-Term Care Policy

Co-Sponsors

The Robert Wood Johnson Foundation
Substance Abuse and Mental Health Administration
Administration on Developmental Disabilities
Centers for Medicare and Medicaid Services (formerly the Health Care Financing Administration)
Administration on Aging
AARP

[Table of Contents]

AGENDA

SUNDAY, JUNE 10, 2001

2:00-6:00pm     Registration
6:00-7:00pm     Reception
7:00-9:00pm     Dinner
Video: "Independent Choices: Cash and Counseling", AR
Speaker: The Honorable Mike Huckabee, Governor of AR (Bio)

MONDAY, JUNE 11, 2001

7:30-8:30am     Registration/Continental Breakfast
8:30-9:00am     Welcoming Remarks
9:00-10:30am     Consumer-Direction/Self-Determination
PANEL 1: "Consumer Direction" and "Self-Determination"--What Do These Terms Mean to Advocates of Home and Community-Based Personal Assistance Services
  • Video: "The Choice is Yours: A New Option for Personal Care", NJ
  • Facilitator: Larry Polivka--FL Policy Exchange Center on Aging (Bio)
  • Andrew Batavia--FL International University (Bio) (2000 Report)
  • Judi Chamberlin--Center for Psychiatric Rehabilitation, MA (Bio)
  • Jim Firman--National Council on the Aging, DC
  • Lynn Friss Feinberg--Family Caregiver Alliance, CA (Bio) (2000 Article) (2000 Report)
  • Jackie Golden--Inclusion Research Institute, MD
  • Joe Meadours--Team PC/Kennedy Project, IL

  • PANEL 2: Consumer-Directed Services: Older, More Recent, and Newly Emerging Approaches
  • Video: "Your CLASS Options", TX
  • Facilitator: Larry Polivka--FL Policy Exchange Center on Aging (Bio)
  • Marc Cohen--LifePlans, MA
  • Lora Connolly--CA Health and Human Services Agency (Bio)
  • Mary Faherty--LaCrosse County Human Services Department, WI (Bio)
  • Tommy Ford--TX Department of Human Services (Bio)
  • Julia Huddleston--OR Department of Human Services (Presentation)
  • Kevin Mahoney--Boston College Graduate School of Social Work, MA (Bio) (Presentation) (2000 Article) (2000 Article)
  • Charles Moseley--University of NH (Bio) (1999 Article) (Report)
  • Marcia Smith--Evercare, MN (Bio)
  • 10:30-10:45am     Break
    10:45-11:45am     Consumer-Direction/Self-Determination
    PANEL 3: Medicaid Beneficiary and Their Family Experiences with Self-Determination and Consumer-Direction
  • Facilitator: Lee Zacharias--ME Consultant
  • Doris Dennison--NM Consumer
  • Alan Garry--FL Consumer
  • Ken Holden--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Kendra Holden--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Meg Kane--National Coalition on Self-Determination, OH (Bio)
  • Lisa Mangieri--NJ Consumer (Bio)
  • Bobbie Quilleon--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • William Spencer--CDC and Family Care Council, FL
  • Tammy Svihla--NJ Consumer
  • Elsa Torres--FL Care Provider
  • Grace Wall--FL Consumer
  • 11:45am-1:30pm     Lunch
    Video: "Independent Choices," the News Hour with Jim Lehrer
    Speakers:
  • Bobby Jindal, Assistant Secretary for Planning and Evaluation, U.S. Department of Health and Human Services, DC (Bio)
  • Ed Sontag, Deputy Chief of Staff, U.S. Department of Health and Human Services, DC
  • 1:30-3:00pm     Consumer-Direction/Self-Determination
    PANEL 4: Evaluation Research Findings
  • Facilitator: Pam Doty--ASPE/DALTCP, DC (Bio) (2000 Report) (1996 Report)
  • Ted Benjamin--UCLA Department of Social Welfare, CA (Bio) (2000 Report)
  • Valerie Bradley--Human Services Research Institute, MA (Presentation) (1999 Report)
  • Jean Campbell--University of MO (Bio) (Presentation)
  • Jim Conroy--Center for Outcome Analysis, PA (Bio) (Presentation)
  • Jennifer Schore--Mathematica Policy Research, NJ (Bio) (Presentation) (2000 Report)
  • 3:00-3:15pm     Break
    3:15-4:45pm     Consumer-Direction/Self-Determination
    PANEL 5: State Program Administrator's Experiences
  • Moderator: Jean Tuller--Centers for Medicare and Medicaid Services, MD (Bio)
  • Sandra Barrett--AR Division of Aging and Adult Services (Presentation)
  • William Ditto--NJ Office on Disability Services (Bio) (Presentation)
  • Beth McArthur--CT Department of Mental Retardation (Bio) (Presentation)
  • Kerry Schoolfield--Developmental Disabilities Program, FL
  • Denise Winslow--UT Division of Services for People with Disabilities
  • TUESDAY, JUNE 12, 2001

    7:30-8:30am     Continental Breakfast
    8:30-10:45am     Intensive Workshops on Selected Topics
    WORKSHOP I: Quality Assurance in Consumer-Directed Programs
  • Robert Applebaum--Scripps Gerontology Center, OH
  • Hilary Brazzell--FL Department of Children and Families
  • Bill Coffelt--National Coalition on Self-Determination, CA (Bio)
  • Robert Gettings--National Association of State Directors of Developmental Disabilities Services, VA (Bio)
  • Beth Jackson--The MEDSTAT Group, MA
  • Audrey Karibiyak--FL Consumer
  • Suzanne Kunkel--Scripps Gerontology Center, OH
  • Charles Moseley--University of NH (Bio) (1999 Article) (Report)
  • Elsa Torres--FL Care Provider

  • WORKSHOP II: Consumer-Employed Workers
  • Maggie Belton--Personal Assistance Service Council, CA (Bio)
  • Ted Benjamin--UCLA Department of Social Welfare, CA (Bio) (2000 Report)
  • Alan Garry--FL Consumer
  • Ken Holden--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Kendra Holden--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Bobbie Quilleon--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Marilyn Saviola--Independence Care System, NY
  • Cathie Sullivan--Service Employees International Union, DC (Bio)
  • Jane Tilly--The Urban Institute, DC (Bio) (2000 Article)
  • Forest Burns Vick, Jr.--CA Caregiver Resource Center System

  • WORKSHOP III: The Role of Nursing and Social Work Professionals in Supporting Consumer Direction
    Part A: How does being a Consultant or Counselor Differ from being a Case Manager or Service Broker
  • Tanya Dickens--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Claudia Hoppe--FL Department of Elder Affairs (Bio)
  • Donna McDowell--WI Bureau on Aging and Long-Term Care Resources
  • Tom Reimers--FL Department of Elder Affairs (Bio)
  • Rhonda Sloan--FL Developmental Disabilities Consumer-Directed Care Project (Bio)
  • Robin Smith--FL Division of Senior Services
  • Paula Walsh--Heightened Independence and Progress, NJ
  • Lee Zacharias--ME Consultant
  • Part B: Nurse Delegation Options
  • Cindy Hannum--OR Department of Health Services (Bio)
  • Laura Hershey--CO Consultant
  • Beverly Lynch--National Coalition on Self-Determination, KY (Bio)
  • Lisa Mangieri--NJ Consumer (Bio)
  • Susan Reinhard--Rutgers University, NJ (Bio)

  • WORKSHOP IV: Consumer-Directed Fiscal and Supportive Intermediary Services
  • Lynne Camillo--Internal Revenue Service, DC (Bio)
  • Paul Carlino--Internal Revenue Service, DC (Bio)
  • Dennis Fitzgibbons--Alpha One, ME (Bio)
  • Sue Flanagan--EP&P Consulting, DC (Bio) (Presentation) (2000 Article) (1997 Report)
  • William Fuller--PAAS, VA (Bio)
  • Patricia Gittens--FL Consumer
  • Mike Oxford--Topeka Independent Living Resource Center, KS
  • David Robar--Granite State Independent Living, NH (Bio)
  • Sharon Theodore--NY Consumer

  • WORKSHOP V: Consumer Direction and Managed Care
  • Mary Faherty--LaCrosse County Human Services Department, WI (Bio)
  • Rick Jelinek--Evercare, MN (Bio)
  • Portia McCormack--Independence Care System, NY (Bio)
  • Mark Meiners--University of MD (Bio)
  • Pam Parker--MN Senior Health Options

  • WORKSHOP VI: Meeting the Needs of Diverse Constituencies
  • Doris Dennison--NM Consumer
  • Lynn Friss Feinberg--Family Caregiver Alliance, CA (Bio) (2000 Article) (2000 Report)
  • Julia Huddleston--OR Department of Human Services (Presentation)
  • Mark Sciegaj--Brandeis University, MA (Bio) (Presentation)
  • Lori Simon-Rusinowitz--University of MD (Bio) (Presentation) (2000 Article) (2000 Article)
  • William Spencer--CDC and Family Care Council, FL
  • Tammy Svihla--NJ Consumer
  • Grace Wall--FL Consumer
  • 10:45-11:15am     Break
    11:15am-12:00pm     Consumer-Directed Care Models in Other Countries
    Speaker: John Halloran, European Social Network, UK (Bio)
    12:15-1:45pm     Lunch
    Speaker--Carl Littlefield, Assistant Secretary and DD Coordinator, FL Department of Children and Families
    1:45-3:30pm     Consumer-Direction/Self-Determination
    PANEL 6: Next Steps/Future Directions for Consumer-Directed Services
  • Facilitator: Judy Miller Jones--George Washington University, DC (Bio)
  • Suzanne Crisp--AR Division of Aging and Adult Services
  • Robert Gettings--National Association of State Directors of Developmental Disabilities Services, VA (Bio)
  • Chris Gianopoulos--ME Department of Human Services (Bio)
  • Laura Hershey--CO Consultant
  • Judith Heumann--Heumann and Associates, DC (Bio)
  • Beverly Lynch--National Coalition on Self-Determination, KY (Bio)
  • Glenn Stanton--Centers for Medicare and Medicaid Services, MD (Bio)
  • Nancy Thaler--PA Department of Public Welfare (Bio)
  • Maggie Tinsman--IA State Senator (Bio)
  • 3:30-3:45pm     Break
    3:45-5:00pm     Consumer-Direction/Self-Determination
    PANEL 7: Consumer-Direction and Self-Determination in Broader Perspective
  • Facilitator: Judy Miller Jones--George Washington University, DC (Bio)
  • Lee Bezanson--NH Department of Health and Human Resources (Bio)
  • Bill Coffelt--National Coalition on Self-Determination, CA (Bio)
  • Lex Frieden--Institute for Rehabilitation and Research, TX
  • Thomas Hamilton--Centers for Medicare and Medicaid Services, MD
  • Cindy Hannum--OR Department of Health Services (Bio)
  • Don Hruby--Division of Mental Health, IA
  • Judy Riggs--Alzheimer's Association, DC (Bio)
  • John Rother--American Association of Retired Persons, DC
  • 5:00pm     Adjourn

    [Table of Contents]

    LIST OF PARTICIPANTS

    Mary Adams, Associate Director of Health Services, South Plains Community Action Association, Inc., P.O. Box 94692, Lubbock, TX 79493, Tel: 806-797-6393, Fax: 806-797-6397, E-mail: MCZAdams@aol.com

    Robert Applebaum, Professor/Associate Director, Miami University, Scripps Gerontology Center, 396 Upham, Oxford, OH 45056, Tel: 513-529-2914, Fax: 513-529-1476, E-mail: applebra@muohio.edu

    Jeanne Argoff, Executive Director, Disability Funders Network, 2529 Kirklyn Street, Falls Church, VA 22043, Tel: 703-560-0099, Fax: 703-560-1151, E-mail: njargoff@aol.com (Bio)

    Travis Arneson, South Dakota Developmental Disability Council, 3800 E Highway 34, c/o 500 E Capitol, Pierre, SD 57501, Tel: 605-773-5990, Fax: 605-773-5483, E-mail: arlene.poncelet@state.sd.us (Bio)

    Benard Arons, MD, Director, Center for Mental Health Services, Department of Health and Human Services/SAMHSA, 5600 Fishers Lane, Room 17-99, Rockville, MD 20857, E-mail: barons@samhsa.gov (Bio)

    Dawn Arsenault, Outreach Coordinator, Green Mountain Self-Advocates, 73 Main Street, Suite 401, Montpelier, VT 05602, Tel: 802-229-2600, Fax: 802-223-2132, E-mail: vpsn@sover.net (Bio)

    Michael Auberger, National Organizer, ADAPT, 201 South Cherokee, Denver, CO 80223, Tel: 303-733-9324, Fax: 303-733-6211, E-mail: adaptmwa@home.com

    Andrew Bader, Principal, Clarion Consulting Group, 108 Thurston Road, Newton, MA 02464, Tel: 617-527-5082, Fax: 800-840-7714, E-mail: andybader@mediaone.net (Bio)

    Sandra Barrett, Assistant Director, Arkansas Division of Aging and Adult Services, P.O. Box 1437, Slot 1412, Little Rock, AR 72203-1437, Tel: 510-682-8531, Fax: 501-682-8155, E-mail: sandra.barrett@mail.state.ar.us (Presentation)

    Andrew Batavia, JD, MS, Associate Professor, FL International University, 2845 Prairie Avenue, Miami Beach, FL 33140, Tel: 305-672-1128, E-mail: batavia1957@hotmail.com (Bio) (2000 Report)

    Margaret (Maggie) Belton, Board Chair, Personal Assistance Service Council, 4730 Woodman, #405, Sherman Oaks, CA 91423, Tel: 818-206-7008, Fax: 818-206-8000, E-mail: lmbelton@mindspring.com (Bio)

    A.E. (Ted) Benjamin, Professor, UCLA, Department of Social Welfare, 3250 Public Policy Building, Los Angeles, CA 90095-1656, Tel: 310-206-6044, Fax: 310-206-7446, E-mail: tedbenj@ucla.edu (Bio) (2000 Report)

    Kari Benson, Policy Analyst, Administration on Aging, 300 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-205-0624, Fax: 202-260-1019, E-mail: kari.benson@aoa.gov

    Lee Bezanson, Medicaid Director, New Hampshire Department of Health and Human Resources, 120 Pleasant Street, Concord, NH 03301, Tel: 603-271-4348, E-mail: lbezanson@dhhs.state.nh.us (Bio)

    Crystal Blyler, PhD, Social Science Analyst, Community Support Program Branch, SAMHSA Center for Mental Health Services, 5600 Fishers Lane, Room 11-C-22, Rockville, MD 20857, Tel: 301-443-3653, Fax: 301-443-0541, E-mail: cblyler@samhsa.gov (Bio)

    Gloria Bonali, Chair, South Carolina State Legislative Committee, American Association of Retired Persons, 109 Timberline Drive, Conway, SC 29526-8959, Tel: 843-347-2374, Fax: 843-347-2374, E-mail: bonali@sccoast.net

    Valerie Bradley, Human Services Research Institute, 2336 Massachusetts Avenue, Cambridge, MA 02140, Tel: 617-876-0426, Fax: 617-492-7401, E-mail: vbradley@hsri.com (Presentation) (1999 Report)

    Hilary Brazzell, Office of Developmental Disabilities, Florida Department of Children and Families, 1317 Winewood Boulevard, Building 3, Room 325, Tallahassee, FL 32399-0700, Fax: 859-922-6456

    Jon Brock, Member, CMHS National Advisory Council Subcommittee on Consumer/Survivor Issues, 816 Conroy Road, Birmingham, AL 35222, Tel: 205-591-8520, E-mail: jonbrocknc@aol.com (Bio)

    Richard Browdie, Secretary, Pennsylvania Department of Aging, Forum Place, 555 Walnut Street, 5th Floor, Harrisburg, PA 17101-1919, Tel: 717-783-1550, Fax: 717-772-3382, E-mail: rbrodie@state.pa.us (Bio)

    Joyce Brown-Moore, Administrative Assistant, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-6443, Fax: 202-401-7733, E-mail: jbrown-m@osaspe.dhhs.gov

    Mandee Buckley, Parent/Self Advocate, Project Leadership, 7366 South Redwood Road, #63, West Jordan, UT 84084, Tel: 801-281-4425, E-mail: Mandeegrt@aol.com

    Frank Burns, Director of Planning and Evaluation, Administration on Aging, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-260-3931, Fax: 202-619-0850, E-mail: frank.burns@aoa.gov

    Cliff Burt, Program Manager, Georgia Division of Aging Services, 2 Peachtree Street, N.W., Suite 36-385, Atlanta, GA 30303, Tel: 404-657-5336, Fax: 404-657-5285, E-mail: gcburt@dhr.state.ga.us (Bio)

    Brian Burwell, Vice President, The MEDSTAT Group, 125 Cambridge Park Drive, Cambridge, MA 02140, Tel: 617-492-9302, Fax: 617-492-9365, E-mail: brian.burwell@medstat.com (Bio)

    Donna Calame, Executive Director, San Francisco In-Home Support Services Public Authority, 939 Market Street, Suite 550, San Francisco, CA 94103, Tel: 415-243-4477 x303, Fax: 415-243-4407, E-mail: dcalame@sfihsspa.org

    Lynne Camillo, JD, Internal Revenue Service, 1111 Constitution Avenue, Room 5329, Washington, DC 20224, Tel: 202-622-6040, Fax: 202-622-4817 (Bio)

    Tina Campanella, Executive Director, ProLerna, 100 West Road, Suite 406, Towson, MD 21204, Tel: 410-583-0060, Fax: 410-583-0063, E-mail: tina818@aol.com

    Jean Campbell, PhD, Research Assistant Professor, University of Missouri, Institute of Mental Health, 5400 Arsenal Street, St. Louis, MO 63139, Tel: 314-644-7829, Fax: 314-644-7934, E-mail: campbelj@mimh.edu (Bio) (Presentation)

    Anthony Caputo, CPA, Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005, Tel: 212-293-9999, Fax: 212-293-3040, E-mail: conceptscdpa@earthlink.net (Bio)

    Sylvia Caras, PhD, Founder, People Who, 146 Chrystal Terrace 5, Santa Cruz, CA 95060, Tel: 831-426-5335, E-mail: sylvia@peoplewho.org (Bio)

    Michael Cardella, Self-Advocate, New York State Self Advocacy Association, 102 Windy Hill Road, Greenwich, NY 12834, Tel: 518-695-4568, Fax: 518-695-3062, E-mail: Barb102@earthlink.net (Bio)

    Paul Carlino, JD, Internal Revenue Service, 1111 Constitution Avenue, Room 5329, Washington, DC 20224, Tel: 202-622-6040 (Bio)

    George Caruso, 11 Coral Drive, Mercerville, NJ 08619, Tel: 609-587-7760, E-mail: gcaruso11@aol.com

    Judi Chamberlin, Senior Training Associate, Center for Psychiatric Rehabilitation, 940 Commonwealth Avenue West, Boston, MA 02215, Tel: 781-777-1154, Fax: 781-777-1154, E-mail: MadPride@aol.com or judicham@bu.edu (Bio)

    RoAnne Chaney, MPA, Senior Program Officer, Center for Health Care Strategies, 1009 Lenox Drive, Suite 204, Lawrenceville, NJ 08648, E-mail: roanne@sprynet.com (Bio)

    Lisa Chevalier, Policy Analyst, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-205-0671, Fax: 202-260-1019, E-mail: lisa.chevalier@aoa.gov

    Henry Claypool, Senior Advisor for Disability Policy, Centers for Medicare and Medicaid Services, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-260-2700, Fax: 202-690-6262, E-mail: hclaypool@cms.hhs.gov

    Elizabeth Clemmer, Associate Director, Public Policy Institute, American Association of Retired Persons, 601 E Street, N.W., Washington, DC 20049, Tel: 202-434-3911, Fax: 202-434-6402, E-mail: eclemmer@aarp.org

    Alette Coble-Temple, Research Associate II, World Institute on Disability, 510 16th Street, Suite 100, Oakland, CA 94612, Tel: 510-251-4337, Fax: 510-763-4109, E-mail: alette@wid.org

    Theodore Cochran, Operating Partner, Aspen Management Group, LLC, 8500 West Markham Road, Suite 200, Little Rock, AR 772205, Tel: 501-217-8123, Fax: 501-217-8125 (Bio)

    Bill Coffelt, Co-Chair, The National Coalition on Self-Determination, 2925 Viona Road, Pollock Pines, CA 95726, Tel: 530-647-8246, Fax: 530-647-8246, E-mail: wcoffelt@prodigy.net (Bio)

    Darlene Coggins, President, People First of Georgia, Athens, GA 30602, Tel: 706-542-6086, Fax: 706-542-4815, E-mail: dcoggins@arches.uga.edu

    Elias Cohen, Executive Director, Community Services System, Inc., 136 Farwood Road, Wynnewood, PA 19096, Tel: 610-896-7157, Fax: 610-658-2183, E-mail: elimarco@snip.net (Bio)

    Marc Cohen, LifePlans, Inc., 2 University Office Park, 51 Sawyer Road, Waltham, MA 02154, Tel: 617-893-7600 x250

    Diane Coleman, JD, MBA, Executive Director, Progress Center for Independent Living, 7521 Madison Street, Forest Park, IL 60130, Tel: 708-209-1500, Fax: 708-209-1735, E-mail: ndycoleman@aol.com (Bio)

    Lou Comer, Senior Analyst, Florida Department of Elder Affairs, 4040 Esplanade Way, Room 2351, Tallahassee, FL 32399-7000, Tel: 850-414-2094, Fax: 850-414-2310, E-mail: comerl@elderaffairs.org

    Lora Connolly, MS, Assistant Secretary, CA Health and Human Services Agency, 1600 Ninth Street, Room 460, Sacramento, CA 95814, Tel: 916-654-3301, Fax: 916-654-3343 (Bio)

    James Conroy, PhD, Center for Outcome Analysis, 201 Sabine Avenue, Narbeth, PA 19072, Tel: 610-668-9001, Fax: 610-668-9002, E-mail: jconroycoa@aol.com (Bio) (Presentation)

    Fred Cowell, Staff Director for Health Policy, Paralyzed Veterans of America, 801 18th Street, N.W., Washington, DC 20006, Tel: 202-416-7602, Fax: 202-331-1657, E-mail: fredc@pva.org

    Suzanne Crisp, Assistant Director, Arkansas Division of Aging and Adult Services, P.O. Box 437, Slot 1412, Little Rock, AR 72203-1437, Tel: 501-682-2441, Fax: 501-682-8155, E-mail: suzanne.crisp@mail.state.ar.us

    M. Doreen Croser, Executive Director, American Association on Mental Retardation, 444 North Capitol Street, N.W., Suite 846, Washington, DC 20001-1512, Tel: 202-387-1968, Fax: 202-387-2193, E-mail: dcroser@aamr.org (Bio)

    Andy Curry, Project Coordinator, San Juan Center for Independence, 504 North Main, Aztec, NM 87410, Tel: 505-334-5805, Fax: 505-334-5528, E-mail: andycurry1@aol.com (Bio)

    Adelaide Daskim, Field Coordinator, The Self-Advocacy Project, 44 Stelton Road, Suite 110, Piscataway, NJ 08854, Tel: 732-926-8010, Fax: 732-926-8030, E-mail: arcsap@dandy.net

    Paolo del Vecchio, Acting Director, Office of External Liaison, Center for Mental Health Services/SAMHSA, 5600 Fishers Lane, Room 15-99, Rockville, MD 20857, Tel: 301-443-2619, Fax: 301-443-5163

    Thom DeLilla, Bureau Chief, Bureau of Brain and Spinal Cord Injury Program, Florida Department of Health, 4052 Bald Cypress Way, BIN C#25, Tallahassee, FL 32399-1744, Tel: 850-245-4045, Fax: 850-921-0499, E-mail: thom_delilla@doh.state.fl.us (Bio)

    Doris Dennison, P.O. Box 3874, Yahtahey, NM 87375, Fax: 505-334-5528

    Roger Deshaies, Consultant, William M. Mercer, Inc., 3131 East Camelback Road, #300, Phoenix, AZ 85016, Tel: 602-522-6549, Fax: 602-957-9573, E-mail: roger.deshaies@us.wmmercer.com (2001 Report)

    Tanya Dickens, Consumer, Florida Developmental Disabilities Consumer-Directed Care Project, 503 West Idlewild Avenue, Tampa, FL 33604, Tel: 813-237-3034, Fax: 813-237-8514, E-mail: sloans_2000@yahoo.com (Bio)

    William Ditto, Executive Director, New Jersey Office on Disability Services, 222 South Warren Street, P.O. Box 700, Trenton, NJ 08625-0700, Tel: 609-292-7800, Fax: 609-292-1233, E-mail: wditto@dhs.state.nj.us (Bio) (Presentation)

    Virginia Dize, Director, Center for the Advancement of State Community Services Programs, National Association of State Units on Aging, 1225 I Street, N.W., Suite 725, Washington, DC 20005, Tel: 202-898-2578, Fax: 202-898-2583, E-mail: vdize@nasua.org (Bio) (2000 Article)

    Pamela Doty, PhD, Senior Analyst, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-6443, Fax: 202-401-7733, E-mail: pdoty@osaspe.dhhs.gov (Bio) (2000 Report) (1996 Report)

    Mary Jean Duckett, Director, Division of Benefits, Coverage and Payment, DEHPG/CMSO, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, S2-14-26, Baltimore, MD 21244-1850, Tel: 410-786-3294, Fax: 410-786-3262, E-mail: mduckett@cms.hhs.gov

    Brian M. Duke, Director, Geriatric Regional Initiative, Institute on Aging, University of Pennsylvania Health System, 3615 Chestnut Street, Philadelphia, PA 19104, Tel: 215-573-5105, Fax: 215-573-8684, E-mail: brianmd@mail.med.upenn.edu

    Gerald Eggert, PhD, Executive Director, Monroe County Long Term Care Program, Inc., 349 West Commercial Street, Suite 2250, East Rochester, NY 14445, Tel: 716-248-8770, Fax: 716-383-1728, E-mail: GMEggert@aol.com (Bio)

    Eileen Elias, MEd, Special Expert, SAMHSA/OA/OPPC, Parklawn Building, 12C-15, 5600 Fishers Lane, Rockville, MD 20857, Tel: 301-443-8742, Fax: 301-594-6159, E-mail: eelia@samhsa.gov

    Catherine Ellis, National Coalition for Self-Determination, 453 South Orange Grove Boulevard, #5, Pasadena, CA 91105, Tel: 626-792-3605, Fax: 626-792-4727, E-mail: cathellis@aol.com (Bio)

    Deborah Ellis, Program Manager, Independent Choices, Arkansas Division of Aging and Adult Services, P.O. Box 1437, Little Rock, AR 72206, Tel: 501-682-8082, Fax: 501-682-8706, E-mail: debby.ellis@medicaid.state.ar.us (Bio)

    Pam Erkel, Consumer Support Options Supervisor, Minnesota Department of Human Services, 444 Lafayette Road, St. Paul, MN 55155-3857, Tel: 651-582-1908, Fax: 651-582-1962, E-mail: pam.erkel@state.mn.us

    Nancy Eustis, Associate Dean and Professor, Humphrey Institute of Public Affairs, 301 19th Avenue South, #225, Minneapolis, MN 55455, Tel: 612-625-4534, Fax: 612-625-3513, E-mail: neustis@hhh.umn.edu (2000 Article)

    Alan Factor, PhD, Research Assistant Professor/Associate Director, Rehabilitation Research and Training Center on Aging with Developmental Disabilities (M/C 626), University of Illinois at Chicago, 1640 West Roosevelt Road, Chicago, IL 60608-6904, Tel: 312-413-1510, Fax: 312-996-6942, E-mail: afactor@uic.edu (Bio)

    Mary Faherty, Long Term Support Manager, LaCrosse County Human Services Department, 300 North 4th Street, LaCrosse, WI 54601, Tel: 608-785-6062, Fax: 608-785-6443, E-mail: faherty.mary@co.la-crosse.wi.us (Bio)

    Cindy Farson, Director, Central Ohio Area Agency on Aging, 174 East Long Street, Columbus, OH 43215, Tel: 614-645-3879, Fax: 614-645-3884, E-mail: farson@coaaa.org

    Lynn Friss Feinberg, MSW, Director of Research and Information Programs, Family Caregiver Alliance, 690 Market Street, Suite 600, San Francisco, CA 94104, Tel: 415-434-3388, Fax: 415-434-3508, E-mail: lfeinberg@caregiver.org (Bio) (2000 Article) (2000 Report)

    James Firman, President and CEO, National Council on the Aging, 409 Third Street, S.W., Washington, DC 20024, Tel: 202-479-6601, Fax: 202-479-6602, E-mail: james.firman@ncoa.org

    Dennis Fitzgibbons, Director of Operations, Alpha One, 127 Main Street, South Portland, ME 04106, Tel: 207-767-2189, Fax: 207-799-8346, E-mail: dennis_fitzgibbons@alpha-one.org (Bio)

    Susan Flanagan, Senior Consultant, EP&P Consulting, Inc., 1201 Pennsylvania Avenue, N.W., Suite 325, Washington, DC 20004, Tel: 202-628-1134, Fax: 202-628-1140, E-mail: sflanagan@eppconsulting.com (Bio) (Presentation) (2000 Article) (1997 Report)

    Lynda Flowers, Senior Policy Analyst, National Academy for State Health Policy, 2021 K Street, N.W., Suite 800, Washington, DC 20006, Tel: 202-293-1808, E-mail: lflowers@nashp.org

    John Foley, Executive Director, The Arc of New Mexico, 3655 Carlisle N.E., Albuquerque, NM 87110, Tel: 505-883-4630, Fax: 505-883-5564, E-mail: jfoley@arcnm.com (Bio)

    Sandra Foote, Director, Health Insurance Reform Project, George Washington University, 2131 K Street, N.W., Suite 500, Washington, DC 20037, Tel: 202-872-4036, Fax: 202-785-4749, E-mail: smfoote@gwu.edu

    Marty Ford, Director of Legal Advocacy, The Arc of the United States, 1730 K Street, N.W., Suite 1212, Washington, DC 20006, Tel: 202-785-3388, Fax: 202-467-4179, E-mail: ford@thearc.org

    Tommy Ford, CLASS Unit Manager, TX Department of Human Services, P.O. Box 149030, 701 West 51st Street, Austin, TX 78714-9030, Tel: 512-438-3689, Fax: 512-438-5135, E-mail: tommy.ford@dhs.state.tx.us (Bio)

    Janice Fortner, 511 J.K. Street, Searcy, AR 72143, Tel: 501-268-7946, Fax: 501-268-9069, E-mail: cfortner@ipa.net

    Wendy Fox-Grage, Senior Policy Specialist, National Conference of State Legislatures, 444 North Capitol Street, N.W., Suite 515, Washington, DC 20001, Tel: 202-624-3572, Fax: 202-737-1069, E-mail: wendy.fox-grage@ncsl.org (Bio)

    Andreas Frank, Analyst, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-6443, Fax: 202-401-7733, E-mail: afrank@osaspe.dhhs.gov

    Richard L. Fredrickson, Vice President of Special Needs, AMERIGROUP, 399 Thornall Street, 9th Floor, Edison, NJ 08818, Tel: 732-452-6046, Fax: 732-906-2021, E-mail: rfredric@amerigroupcorp.com (Bio)

    Lex Frieden, Senior Vice President, Institute for Rehabilitation and Research, 1333 Moursund, Houston, TX 77030, Tel: 713-797-5283, Fax: 713-799-7095, E-mail: lfrieden@bcm.tme.edu

    Elizabeth Fuller, Deputy Director, Office of Senior and Long-Term Care Services, South Carolina Department of Health and Human Services, P.O. Box 8206, Columbia, SC 29202-8206, Tel: 803-898-2501, Fax: 803-898-4515, E-mail: fullerb@dhhs.state.sc.us

    William Fuller, LSW, MBA, Consultant, PAAS, 156 Cole Lane, Winchester, VA, 22602, Tel: 804-225-3128, E-mail: buffel@wmfuller.com (Bio)

    Suellen Galbraith, Director for Public Policy, American Network of Community Options and Resources, 4200 Evergreen Lane, Suite 315, Annandale, VA 22003, Tel: 703-642-6614, Fax: 703-642-0497, E-mail: suellenancor@radix.net

    Robert Gallant, Executive Director, Highland Valley Elder Services, 1320 Riverside Drive, Suite B, Northhampton, MA 01062, Tel: 413-586-2000, Fax: 413-584-7076, E-mail: qll@highlandvalley.org (Bio)

    Allan Garry, 10432 Dracat Lane, New Port Ritchey, FL 34654, Tel: 727-845-0975, Fax: 727-847-1698

    Raymond Gerke, Self Advocate, WRC, 1251 334th Street, Woodward, IA 50276, Tel: 515-438-3139, Fax: 515-438-3122, E-mail: rgerke@dhs.state.ia.us (Bio)

    Robert Gettings, Executive Director, National Association of State Directors of Developmental Disabilities Services, 113 Oronoco Street, Alexandria, VA 22314, Tel: 703-683-4202, Fax: 703-684-1395, E-mail: rgettings@nasddds.org (Bio)

    Christine Gianopoulos, Director, Bureau of Elder and Adult Services, Maine Department of Human Services, 11 State House Station, 35 Anthony Avenue, Augusta, ME 04333-0011, Tel: 207-624-5335, Fax: 207-624-5361, E-mail: christine.gianopoulos@state.me.us (Bio)

    Rosemary Gibson, Senior Program Officer, Robert Wood Johnson Foundation, College Road East/Route 1, Princeton, NJ 08543, Tel: 609-627-5970, Fax: 609-514-5447, E-mail: rgibson@rwjf.org

    Patricia Gittens, 7311 South Sherrill Street, Tampa, FL 33616, Tel: 813-831-2584

    Jacqueline Golden, Executive Director, Inclusion Research Institute, 1329 West 41st Street, Baltimore, MD 21211, Tel: 410-467-6015, Fax: 410-467-6015, E-mail: jlgolden@bellatlantic.net

    Roselle Gonzales, Policy Analyst, National Governor's Association, Center for Best Practices, 444 North Capitol Street, Suite 267, Washington, DC 20081, Tel: 202-624-5486

    Gladys Gonzalez-Ramos, PhD, Associate Professor of Social Work, School of Social Work, New York University, One Washington Square North, Room 309, New York, NY 10012, Tel: 212-998-5932, Fax: 212-995-4836, E-mail: gmgl@nyu.edu (Bio)

    Donald Grantt, Program Specialist, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-619-2629, Fax: 202-260-1019, E-mail: donald.grantt@aoa.gov

    Rick Greene, Policy Analyst, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-205-2814, Fax: 202-260-1012, E-mail: rick.greene@aoa.gov (Bio)

    Mary Guy, Health Insurance Specialist, Centers for Medicare and Medicaid Services, CMSO/DEHPG/DASI, 7500 Security Boulevard, Room S2-14-25, Baltimore, MD 21244-1850, Tel: 410-786-2772, Fax: 410-786-9004, E-mail: mguy@cms.hhs.gov

    Patti Hackett, MEd, MCHB/HRTW Consultant, Academy for Educational Development, 3151 Northwest 44th Avenue, #143, Ocala, FL 34482, Tel: 352-207-6808, Fax: 202-549-1111, E-mail: pattihackett@yahoo.com

    Gayle Hafner, JD, Staff Attorney and Maryland ADAPT Organizer, Maryland Disability Law Center, 1800 North Charles Street, Suite 400, Baltimore, MD 21201, Tel: 410-727-6352, Fax: 410-666-5080, E-mail: marylandadapt@yahoo.com (Bio)

    Ruth Hagestuen, National Program Director, National Parkinson Foundation, 4147 Vincent Avenue South, Minneapolis, MN 55410, Tel: 612-915-9126, Fax: 612-920-5276, E-mail: hagestuenr@aol.com (Bio)

    John Halloran, Managing Director, European Social Network, 8 Paston Place, Brighton BN2 1HA United Kingdom, Tel: +44 1273 603546, Fax: +44 1273 670487, E-mail: john.halloran@socialeurope.com (Bio)

    Judy Halstead, SC and QI Supervisor, Lincoln-Lancaster County Health Department, 3140 N Street, Lincoln, NE 68510, Tel: 402-441-6705, Fax: 402-441-6707, E-mail: jhalstea@ci.lincoln.ne.us

    Thomas Hamilton, Director, Disabled and Elderly Health Programs Group, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Baltimore, MD 21244, Tel: 410-786-9493, Fax: 410-786-9004, E-mail: thamilton@cms.hhs.gov

    Cindy Hannum, Assistant Administrator, Senior and Disabled Services Division, Oregon Department of Health Services, 500 Summer Street, N.E., #E13, Salem, OR 97301-1074, Tel: 503-945-5833, Fax: 503-378-8966, E-mail: Cindy.HANNUM@state.or.us (Bio)

    Mary Harahan, Consultant, 1927 Beaver Lane, McLean, VA 22102, Tel: 703-532-1955, Fax: 703-536-1706, E-mail: mfharahan1@aol.com

    Melissa Harris, Health Insurance Specialist, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244, Tel: 410-786-3397, Fax: 410-786-3262, E-mail: mharris1@cms.hhs.gov (Bio)

    James Head, Jr., Senior Vice President, South Carolina Hospital Association, 101 Medical Circle, West Columbia, SC 29171, Tel: 803-796-3080, Fax: 803-796-2938, E-mail: jhead@scha.org (Bio)

    Michael Head, Principal, Head and Associates, P.O. Box 11156, Lansing, MI 48901, Tel: 517-202-9896, Fax: 517-371-2323, E-mail: mjhead0530@aol.com

    Leslie Hendrickson, PhD, Assistant Commissioner, New Jersey Department of Health and Senior Services, P.O. Box 722, Trenton, NJ 08625-0722, Tel: 609-588-2611, Fax: 609-588-3499, E-mail: lhendrickson@doh.state.nj.us (Bio)

    Mary Beth Hennigan, Attendant Care Manager, Abilities In Motion, 416 Lair Avenue, Reading, PA 19601, Tel: 610-376-0030, Fax: 610-376-0035, E-mail: aimcm@netcarrier.com

    Betsy McDonel Herr, PhD, Evaluation Specialist, Center for Mental Health Services/SAMHSA, Parklawn Building, Room 11C-22, 5600 Fishers Lane, Rockville, MD 20857, Tel: 301-594-2197, Fax: 301-443-0541, E-mail: bmcdonel@samhsa.gov

    Laura Hershey, Consumer/Consultant, 1466 South Lincoln Street, Denver, CO 80210, Tel: 303-733-8717, Fax: 303-733-9191, E-mail: laurahershey@compuserve.com

    Chris Hess, Assistant Director, Milwaukee County Department on Aging, 235 West Galena Street, Milwaukee, WI 53212, Tel: 414-289-6104, Fax: 414-289-8590, E-mail: chess@milwaukeecounty.com (Bio)

    Judith Heumann, President, Heumann and Associates, 3133 Connecticut Avenue, N.W., #427, Washington, DC 20008, Tel: 202-332-5497, E-mail: judithheumann@aol.com (Bio)

    Nicolette (Nikki) Highsmith, MPA, Director of Policy, Center for Health Care Strategies, 1009 Lenox Drive, Suite 204, Lawrenceville, NJ 08648, Tel: 609-895-8101, Fax: 609-895-9648, E-mail: nh@chcs.org (Bio)

    Susan Hill, Division Director, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mailstop S2-14-26, Baltimore, MD 21244, Tel: 410-786-2754, Fax: 410-786-9004, E-mail: shill@cms.hhs.gov

    Claude Holcombe, ADAPT of Connecticut, Hartford, CT, Tel: 860-951-4398

    Kendra Holden, Participant, Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813, Tel: 813-973-0374, E-mail: kendraholden@aol.com (Bio)

    Kenneth Holden, Participant, Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813, Tel: 813-973-0374, E-mail: bigkenholden@aol.com (Bio)

    Claudia Hoppe, Consumer Directed Care Outreach Coordinator, Florida Department of Elder Affairs, 4040 Esplanade Way, Tallahassee, FL 34399-7000, Tel: 813-293-1230, Fax: 813-996-5139, E-mail: Cahoppe@earthlink.net (Bio)

    Colleen Horton, Texas Center for Disability Studies, University of Texas, Texas Advocates for Supporting Kids with Disabilities, 2425 Trail of Madrones, Austin, TX 78746, Tel: 512-471-7621, Fax: 512-327-5127, E-mail: colleen.horton@mail.utexas.edu

    Don Hruby, Director, Consumer Resources and Outreach Program, Division of Mental Health, Des Moines, IA 50319-0114, Tel: 515-281-7274, Fax: 515-281-4597

    Mike Huckabee, Governor of Arkansas, State Capitol, Little Rock, AR 72201, Tel: 501-682-2345, Fax: 501-682-3597, E-mail: info@gov.state.ar.us (Bio)

    Julia Huddleston, Manager, Rate Setting and Audit Unit, Senior and Disabled Services Division, Oregon Department of Human Services, 500 Summer Street, N.E., #E18, Salem, OR 97301-1074, Tel: 503-945-6392, Fax: 503-947-5044, E-mail: julia.a.huddleston@state.or.us (Presentation)

    Gail Gibson Hunt, Executive Director, National Alliance for Caregiving, 4720 Montgomery Lane, Suite 642, Bethesda, MD 20814, Tel: 301-718-8444, Fax: 301-652-7711, E-mail: gailhunt.nac@erols.com (Bio)

    Ed Hutton, Technical Director, Centers for Medicare and Medicaid Services/CMSO, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244, Tel: 410-786-6616, Fax: 410-786-3262, E-mail: ehutton@cms.hhs.gov (Bio)

    Iris Hyman, Consumer Affairs Specialist, Center for Mental Health Services/SAMHSA, 5600 Fishers Lane, Room 15-99, Rockville, MD 20857, Tel: 301-443-9864, Fax: 301-443-5163, E-mail: ihyman@samhsa.gov

    Beth Jackson, Associate Director, The MEDSTAT Group, 125 Cambridge Park Drive, Cambridge, MA 02140, Tel: 617-492-9326, Fax: 617-492-9365, E-mail: beth.jackson@medstat.com

    Patricia Janik, Program Specialist, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-619-1352, Fax: 202-260-1012, E-mail: patricia.janik@aoa.gov (Bio)

    Rick Jelinek, Executive Vice President, Business Development, Evercare, 9900 Bren Road East, Minnetonka, MN 55343, Tel: 952-936-6847, Fax: 952-936-6902 (Bio)

    Bobby Jindal, Assistant Secretary for Planning and Evaluation, U.S. Department of Health and Human Services, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-7858, Fax: 202-690-7383 (Bio)

    Catriona Johnson, Director of Public Policy Initiatives, Maryland Developmental Disabilities Council, 300 West Lexington Street, Box 10, Baltimore, MD 21201, Tel: 410-333-3688, Fax: 410-333-3686, E-mail: catrionaj@md-council.org (Bio)

    J. Rock Johnson, JD, 1342 South 11th Street, Lincoln, NE 68502-1219, Tel: 402-484-0202, E-mail: jrock10@sprynet.com (Bio)

    Judith Miller Jones, Director of National Health Policy Forum, Adjunct Professor for Department of Health Care Sciences, George Washington University, 2131 K Street, N.W., Suite 500, Washington, DC 20037, Tel: 202-872-1390, Fax: 202-862-9837, E-mail: jmjones@gwu.edu (Bio)

    Meg Kane, Parent/Advocate, 6813 Dearwester Drive, Cincinnati, OH 45236, Tel: 513-984-3359, Fax: 513-984-1660, E-mail: aileen7@aol.com (Bio)

    Audrey Karibiyak, 6060 Northwest 104 Lane, Parkland, FL 33076, Tel: 904-225-0066, Fax: 904-225-0066

    Joyce Karr, The Self-Advocacy Project, 44 Stelton Road, Suite 110, Piscataway, NJ 08854, Tel: 732-926-8010, Fax: 732-926-8030, E-mail: arcsap@dandy.net

    Judith D. Kasper, Professor, Department of Health Policy and Management, Johns Hopkins University, Bloomberg School of Public Health, 624 North Broadway, Baltimore, MD 21205, Tel: 410-614-4016, Fax: 410-955-0470, E-mail: jkasper@jhsph.edu (Bio) (1996 Report)

    Ruth Katz, Acting Deputy Assistant Secretary, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-6443, Fax: 202-401-7733, E-mail: rkatz@osaspe.dhhs.gov

    Sharon Keigher, PhD, Professor of Social Work, School of Social Welfare, University of Wisconsin-Milwaukee, 2400 East Hartford, Milwaukee, WI 53201, Tel: 414-229-4414, Fax: 414-229-5311, E-mail: keigher@uwm.edu

    Ann Kempski, Associate Director, Department of Public Policy, AFSCME, 1625 L Street, N.W., Washington, DC 20036, Tel: 202-429-1163, Fax: 202-429-1084, E-mail: akempski@afscme.org

    Gavin Kennedy, Analyst, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-6443, Fax: 202-401-7733, E-mail: gkennedy@osaspe.dhhs.gov

    Sandy Khoury, Health Insurance Analyst, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244, Tel: 410-786-8066, Fax: 410-786-3262, E-mail: skhoury@cms.hhs.gov

    Kellie Kim-Sung, EdD, Policy Research Analyst, Public Policy Institute, American Association of Retired Persons, 601 E Street, N.W., Washington, DC 20049, Tel: 202-434-2225, E-mail: kellie@cox.rr.com (Bio)

    James Knickman, PhD, Vice President of Research and Evaluation, Robert Wood Johnson Foundation, P.O. Box 2316, Princeton, NJ 08540, Tel: 609-627-5959, Fax: 609-627-6415, E-mail: jknickman@rwjf.org (Bio)

    Dennis L. Kodner, Senior Vice President of Research and Innovation, Executive Director of the Institute for Applied Gerontology, Metropolitan Jewish Health System, 6323 Seventh Avenue, 3rd Floor, Brooklyn, NY 11220-4711, Tel: 718-630-2550, Fax: 718-630-2559, E-mail: dkodner@iag.mjhs.org (Bio)

    Jan Kooistra, 1115 Waivers Specialist and Tribal Relations, Health Care Administration, Minnesota Department of Human Services, 444 Lafayette Road North, St. Paul, MN 55155-3852, Tel: 651-296-1090, Fax: 651-215-9453, E-mail: jan.kooistra@state.mn.us (Bio)

    Diana Kubovcik, Client Services Director, Central Ohio Area Agency on Aging, 174 East Long Street, Columbus, OH 43215, Tel: 614-645-7286, Fax: 614-645-3884, E-mail: kubvcik@coaaa.org

    Suzanne Kunkel, PhD, Associate Director, Miami University, Scripps Gerontology Center, 396 Upham, Oxford, OH 45056, Tel: 513-529-2914, Fax: 513-529-1476, E-mail: kunkels@muohio.edu

    Patrick Liedtka, HCBS Waiver Analyst, Centers for Medicare and Medicaid Services Region III, 150 South Independence Mall West, Suite 216, Philadelphia, PA 19106, Tel: 215-861-4186, Fax: 215-861-4280, E-mail: pliedtka@cms.hhs.gov

    Gary Lind, Director of Policy and Planning, New York Office of Mental Retardation and Developmental Disability, 44 Holland Avenue, Albany, NY 12229, Tel: 518-473-9697, Fax: 518-473-0054, E-mail: gary.lind@omr.state.ny.us

    Carl Littlefield, Assistant Secretary and DD Coordinator, Florida Department of Children and Families, Developmental Services Program, Building 3, Room 325, 1317 Winewood Boulevard, Tallahassee, FL 32399-0700

    Danielle Lloyd, Congressional Fellow, Ways and Means Subcommittee on Health, 239 Cannon Building, Washington, DC 20515, Tel: 202-225-5065, Fax: 202-226-3805, E-mail: danielle.lloyd@mail.house.gov

    Ken Lovan, Vice President of Development, ResCare, 10140 Linn Station Road, Louisville, KY 40223-3813, Tel: 502-394-2335, Fax: 502-394-2206, E-mail: Klovan@rescare.com (Bio)

    Jane Isaacs Lowe, PhD, Senior Program Officer, Robert Wood Johnson Foundation, Route 1 and College Road East, Princeton, NJ 08543, Tel: 609-627-5786, Fax: 609-514-5409, E-mail: jlowe@rwjf.org (Bio)

    Cathy Ludlum, Chair, Community Options Task Force/Olmstead, Connecticut Council of Persons with Disabilities, 46 St. James Street, Suite 16, Manchester, CT 06040, Tel: 860-649-7110, E-mail: cludlum@coopinit.org (Bio)

    Beverly Lynch, Parent Advocate, National Coalition on Self-Determination, 2045 Steve Drive, Paducah, KY 42003, Tel: 270-575-3060, E-mail: blynch@apex.net (Bio)

    Andrew Mack, Health Insurance Specialist, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244, Tel: 410-786-3005, Fax: 410-786-3262, E-mail: amack@cms.hhs.gov

    Elizabeth Mack, Health Insurance Specialist, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244, Tel: 410-786-1282, Fax: 410-786-3262, E-mail: emack@cms.hhs.gov

    Kevin J. Mahoney, PhD, Associate Professor, National Project Director for Cash and Counseling Demonstration and Evaluation, Boston College Graduate School of Social Work, McGuinn Hall, Room 306, 140 Commonwealth Avenue, Chestnut Hill, MA 02467, Tel: 617-552-4039, Fax: 617-552-1975, E-mail: kevin.mahoney@bc.edu (Bio) (Presentation) (2000 Article) (2000 Article)

    Jenny Manders, PhD, Program Development Coordinator, Institute on Human Development and Disability, University of Georgia, 850 College Station Road, Athens, GA 30602-4806, Tel: 706-542-2418, Fax: 706-542-4815, E-mail: jmanders@arches.uga.edu

    Lisa Mangieri, 7 Pinho Avenue, Carteret, NJ 07008, Tel: 732-969-0716, E-mail: lisamangieri@compuserve.com (Bio)

    Beth McArthur, Director of Planning and Development, Connecticut Department of Mental Retardation, 460 Capital Avenue, Hartford, CT 06106, Tel: 860-418-6132, Fax: 860-418-6003, E-mail: Beth.McArthur@po.state.ct.us (Bio) (Presentation)

    Portia McCormack, Director of Membership Outreach, Independence Care System, 257 Park Avenue South, 2nd Floor, New York, NY 10010-7304, Tel: 212-584-2500, Fax: 212-584-2555, E-mail: mccormack@icsny.org (Bio)

    Donna McDowell, Director, Wisconsin Bureau on Aging and Long-Term Care Resources, 1 West Wilson Street, Room 540, P.O. Box 7851, Madison, WI 53707, Tel: 608-266-2536, Fax: 608-267-3203, E-mail: mcdowdb@dhfs.state.wi.us

    Joe Meadours, Consumer Information and Service Coordinator, Team PC/Kennedy Project, 310 South Peoria, Suite 201, Chicago, IL 60607, Tel: 312-226-5900, Fax: 312-253-7001

    Mark R. Meiners, PhD, Associate Professor and Associate Director, University of Maryland Center on Aging, 1240 HHP Building, College Park, MD 20742, Tel: 301-405-2532, Fax: 301-314-2025, E-mail: mm56@umail.umd.edu (Bio)

    Paul Mendelsohn, Customer Liaison for Disability Outreach, Center for Beneficiary Services, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-23-02, Baltimore, MD 21224-1850, Tel: 410-786-3213, Fax: 410-786-9665, E-mail: pmendelsohn@cms.hhs.gov

    Robert Mollica, Deputy Director, National Academy for State Health Policy, 50 Monument Square, S502, Portland, ME 04101, Tel: 207-874-6524, Fax: 207-874-6527, E-mail: rmollica@nashp.org

    Anne Montgomery, Government Accounting Office, 441 G Street, N.W., Mail Stop 5A-14, Washington, DC 20548, E-mail: montgomerya@gao.gov

    Gretchen Morley, Program Examiner, Office of Management and Budget, 725 17th Street, N.W., Washington, DC 20503, Tel: 202-395-7827, Fax: 202-395-7840, E-mail: gmorley@omb.eop.gov

    Michael Morris, Senior Vice President, Community Options, Inc., 1130 17th Street, N.W., Suite 430, Washington, DC 20036-4641, Tel: 202-721-0120, Fax: 202-721-0124, E-mail: michael.morris@comop.org (Bio)

    Charles Moseley, EdD, Director, University of New Hampshire, Institute on Disability, National Program Office on Self-Determination, 7 Leavitt Lane, Suite 101, Durham, NH 03824-3522, Tel: 603-862-4810, Fax: 603-862-0615, E-mail: chas.moseley@unh.edu (Bio) (1999 Article) (Report)

    Cindy Moseley, Corporate Operations Manager/Senior Financial Supervisor, Aspen Management Group LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205, Tel: 501-217-8123, Fax: 501-217-8125, E-mail: moseleycindy@aol.com (Bio)

    David Murday, Assistant Director for Health Policy, Center for Health Services and Policy Research, University of South Carolina School of Public Health, Columbia, SC 28208, Tel: 803-777-0692, Fax: 803-777-8065, E-mail: murday@sc.edu (Bio)

    Christopher Murtaugh, Associate Director, Center for Home Care Policy and Research, Visiting Nurse Service of New York, 5 Penn Plaza, 11th Floor, New York, NY, 10001-1810, Tel: 212-290-5997, Fax: 212-290-3756, E-mail: cmurtaug@vnsny.org (Bio)

    Bern Myers, JD, Executive Director, Barrier Free Futures, P.O. Box 4495, Santa Fe, NM 87502, Tel: 505-670-1251, Fax: 505-473-5887, E-mail: barrierfree@qwest.net (Bio)

    Juliette Myers, ADAPT of Connecticut, Hartford, CT, Tel: 860-951-4398

    Margaret Neal, Professor, Institute on Aging, Portland State University, P.O. Box 751, Portland, OR 97207-0751, Tel: 503-725-5145, Fax: 503-725-5100, E-mail: nealm@pdx.edu

    Thomas Nerney, Director, Center for Self-Determination, 35425 Michigan Avenue West, Wayne, MN 48184, Tel: 734-722-6262, Fax: 734-467-7639, E-mail: tomnerney@earthlink.net (Bio) (2000 Article)

    Liz Norris, Project Coordinator, Center for Health Services and Policy Research, Institute for Public Affairs, University of South Carolina, Columbia, SC 29208, Tel: 803-576-5618, Fax: 803-777-8065, E-mail: lnorris@iopa.sc.edu

    Darlene (Dee) O'Connor, PhD, National Project Director, HCBS Resource Network, Boston College Graduate School of Social Work, Room 401, McGuinn Hall, Chestnut Hill, MA 02467, Tel: 508-867-8884, Fax: 508-867-8885, E-mail: darlene.oconnor@bc.edu (Bio)

    Liz Obenmayer, Performance Consultant, Council on Quality and Leadership in Support for People with Disabilities, 100 West Road, Suite 406, Towson, MD 21204, Tel: 410-583-0060, Fax: 410-583-0063, E-mail: lizob@aol.com

    Erin Ockunzzi, Legislative Assistant, Rep. Michael Bilirakis, Room 2269, Rayburn Building, Washington, DC 20515, Tel: 202-225-5755, Fax: 202-225-4085, E-mail: erin.ockunzzi@mail.house.gov

    Nancy Olson, Project Coordinator, Respite Care Association of Wisconsin, 4614 Fuller Street, Schofield, WI 54476, Tel: 715-355-1522, Fax: 715-355-1522, E-mail: nolsonrn@aol.com (Bio)

    Ronald L.G. Osterhout, Executive Director, Personal Assistance Service Council, 4730 Woodman, Suite 405, Sherman Oaks, CA 91423, Tel: 818-206-7006, Fax: 818-206-8000, E-mail: rosterhout@pascla.org (Bio)

    Mike Oxford, Executive Director, Topeka Independent Living Resource Center, Inc., 501 Southwest Jackson, Topeka, KS 66603, Tel: 785-233-4572, Fax: 785-233-1561, E-mail: tilrcje@tilrc.org

    Sheel Pandya, Policy Research Specialist, Public Policy Institute, American Association of Retired Persons, 601 E Street, N.W., Washington, DC 20049, Tel: 202-434-3865, Fax: 202-434-6402, E-mail: spandya@aarp.org

    Jim Parker, Advocacy Projects Coordinator, New Mexico Governor's Committee on Concerns of the Handicapped, Room 117, Lamy Building, 491 Old Santa Fe Trail, Santa Fe, NM 87501, Tel: 505-827-6465, Fax: 505-827-6328, E-mail: 103203.400@compuserve.com (Bio)

    Pam Parker, Manager, Minnesota Senior Health Options/DHH, 444 Lafayette Road, St. Paul, MN 55155-3852, Tel: 651-296-2140, Fax: 651-297-3230

    Trudy Persky, 604 South Washington Square, Apt. #1602, Philadelphia, PA 29106, Tel: 215-592-8281, Fax: 215-592-6408, E-mail: TrudyPers@aol.com (Bio)

    Barbara Phillips, Research Scientist, University of California, San Diego, 3350 La Jolla Village Drive, #111N-1, San Diego, CA 92161, Tel: 858-552-4325, Fax: 858-552-4321, E-mail: bphillips@ucsd.edu (Presentation) (2000 Report)

    Russell Pierce, Community Liaison, Nebraska Parent Center, 1941 South 42nd Street, Suite 122, Omaha, NE 68105-2942, Tel: 402-346-0525, Fax: 402-346-5253, E-mail: rpierce@neparentcenter.org

    Larry Polivka, PhD, Director, Florida Policy Exchange Center on Aging, USF 30437, 4202 East Fowler Avenue, Tampa, FL 33620-3043, Tel: 813-974-3468, Fax: 813-974-5788, E-mail: lpolivka@admin.usf.edu (Bio)

    Elizabeth Priaulx, Community Integration Attorney, National Association of Protection and Advocacy Systems, 900 Second Street, N.E., Suite 211, Washington, DC 20002, Tel: 202-408-9514, Fax: 202-408-9520, E-mail: elizabeth@napas.org

    Bobbie Quilleon, Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813, Tel: 813-973-0374, E-mail: bobbiequilleon@aol.com (Bio)

    Seth Radus, Senior Legislative Assistant, Rep. Karen L. Thurman, Room 201, Cannon Building, Washington, DC 20515, Tel: 202-225-1002, Fax: 202-225-0329, E-mail: seth.radus@mail.house.gov

    Heidi Reester, Medical Analyst, Department of Health and Human Services/ASMB, 200 Independence Avenue, S.W., Room 503H, Washington, DC 20201, Tel: 202-690-7196, Fax: 202-690-7867, E-mail: hreester@os.dhhs.gov

    Tom Reimers, Project Director, Consumer-Directed Care Project, Florida Department of Elder Affairs, 4040 Esplanade Way, Room 280H, Tallahassee, FL 32399-7000, Tel: 850-414-2115, Fax: 850-414-2008, E-mail: reimerst@elderaffairs.org (Bio)

    Susan Reinhard, PhD, Co-Director, Center for State Health Policy, Rutgers University, 317 George Street, Suite 400, New Brunswick, NJ 08901-2008, Tel: 732-932-3105 x230, Fax: 732-932-0069, E-mail: Sreinhard@cshp.rutgers.edu (Bio)

    Judith Riggs, Deputy to the Vice President for Policy, Alzheimer's Association, 1319 F Street, N.W., Suite 710, Washington, DC 20004, Tel: 202-393-7737, Fax: 202-393-2109, E-mail: judith.riggs@alz.org (Bio)

    Michael Rious, Senior Legislative Assistant, Rep. Albert R. Wynn, Room 434, Cannon Building, Washington, DC 20515, Tel: 202-225-8699, Fax: 202-225-8714, E-mail: mike.rious@mail.house.gov

    David Robar, Public Information Coordinator, Granite State Independent Living, 21 Chenell Drive, P.O. Box 7268, Concord, NH 03302-7268, Tel: 603-228-9680, Fax: 603-225-3304, E-mail: david.robar@gsil.org (Bio)

    Jim Rosmarin, Human Services Program Administrator, Ohio Department of Aging, 50 West Broad Street, 9th Floor, Columbus, OH 43215, Tel: 614-466-1220, Fax: 614-466-5741

    Lisa Rotegard, Supervisor of Community Supports for Seniors, Minnesota Department of Human Services, 444 Lafayette Road, St. Paul, MN 55155-3844, Tel: 651-297-3829, Fax: 651-296-9797, E-mail: lisa.rotegard@state.mn.us (Bio)

    Helen Coburn Roth, Executive Director, OPTIONS for Independence, 1095 North Main, Logan, UT 84341, Tel: 435-753-5353, Fax: 435-753-5390, E-mail: hroth@optionsind.org (Bio)

    Marcie Roth, Director of Advocacy and Public Policy, National Council on Independent Living, 1916 Wilson Boulevard, Suite 209, Arlington, VA 22201, Tel: 703-525-3406, Fax: 703-525-3409, E-mail: marcie@ncic.org

    John Rother, Director of Legislation and Public Policy, American Association of Retired Persons, 601 E Street, S.W., Washington, DC 20049, Tel: 202-434-2277, Fax: 202-434-3714

    Charles Sabatino, Assistant Director, ABA Commission on Legal Problems of the Elderly, 740 15th Street, N.W., Washington, DC 20005, Tel: 202-662-8686, Fax: 202-662-8690, E-mail: sabatinoc@staff.abanet.org (1997 Report)

    Marian Saulino, Chief Executive Officer, Community Interactions, Inc., 321 Woodland Avenue, Springfield, PA, Tel: 610-328-9008, Fax: 610-328-4597, E-mail: msaulino@ciinc.org

    Paul Saulino, Chief Financial Officer, Community Interactions, Inc., 321 Woodland Avenue, Springfield, PA, Tel: 610-328-9008, Fax: 610-328-4597, E-mail: psaulino@ciinc.org

    Marilyn Saviola, Director of Advocacy, Independence Care System, 257 Park Avenue South, 2nd Floor, New York, NY 10010, Tel: 212-584-2587, Fax: 212-584-2555, E-mail: saviola@icsny.org

    Carole Schauer, Consumers Affairs Specialist, SAMHSA Center for Mental Health Services, 5600 Fishers Lane, Room 15-99, Rockville, MD 20857, Tel: 301-443-8304, Fax: 301-443-5163, E-mail: cschauer@samhsa.gov

    Maggie Scheie-Lurie, Consumer Outreach Coordinator, National Alliance for the Mentally Ill, 2107 Wilson Boulevard, Suite 300, Arlington, VA 22201, Tel: 703-516-7990, Fax: 703-524-7600, E-mail: maggie@nami.org (Bio)

    Carolyn Schimanski, Executive Director, Parent to Parent of New York State, 500 Balltown Road, Schenectady, NY 12304, Tel: 518-381-4350, Fax: 518-382-1959, E-mail: parent2par@aol.com

    Claudia Schlosberg, Senior Civil Rights Analyst, HHS Office of Civil Rights, 200 Independence Avenue, S.W., Room 506F, Washington, DC 20201, Tel: 202-619-1750, Fax: 202-619-3818, E-mail: claudia.schlosberg@hhs.gov (Bio)

    Barbara Schneider, Consultant, Independent Consultant, 173 Warwick Road, Elverson, PA 19520, Tel: 610-286-0120, Fax: 610-913-0520, E-mail: barschneider@earthlink.net

    Kerry Schoolfield, Bureau Chief, Developmental Disabilities Program, 1317 Winewood, Building 3, Room 325, Tallahassee, FL 32399, Tel: 850-488-4257, Fax: 850-922-6456

    Jennifer Schore, Deputy Project Director, Cash and Counseling Evaluation, Mathematica Policy Research, Inc., P.O. Box 2393, Princeton, NJ 08543, Tel: 609-275-2380, Fax: 609-799-0005, E-mail: jschore@mathematica-mpr.com (Bio) (Presentation) (2000 Report)

    Karl Schwarzkopf, PhD, Deputy Director for Community Services, Division of Mental Health, Mental Retardation and Substance Abuse, Georgia Department of Human Resources, 2 Peachtree Street, N.W., Suite 22-108, Atlanta, GA 30303-3142, Tel: 404-463-8929, Fax: 404-657-1137, E-mail: khschwarzkopf@dhr.state.ga.us (Bio)

    Mark Sciegaj, Assistant Professor, Heller School, Brandeis University, Mail Stop 035, 415 South Street, Waltham, MA 02454-9110, Tel: 781-736-3935, Fax: 781-736-3864, E-mail: sciegaj@brandeis.edu (Bio) (Presentation)

    Linda Shandera, Long Term Care Services Coordination Program Manager, Nebraska Health and Human Services System, P.O. Box 95044, Lincoln, NE 68509-5044, Tel: 402-471-9462, Fax: 402-471-6352, E-mail: linda.shandera@hhss.state.ne.us (Bio)

    Vicki Shepard, Vice President, Health Care Global Industry Group, EDS, 333 John Carlyle Street, Alexandria, VA 22314, Tel: 703-837-4840, Fax: 703-836-9762, E-mail: vicki.shepard@eds.com (Bio)

    Lori Simon-Rusinowitz, MPH, PhD, Deputy Project Director, Cash and Counseling Demonstration and Evaluation, University of Maryland Center on Aging, 2360 HHP Building, College Park, MD 20742, Tel: 301-405-2548, E-mail: ls119@umail.umd.edu (Bio) (Presentation) (2000 Article) (2000 Article)

    Joelle Simpson, Center for Health Care Strategies, Inc., 1009 Lenox Drive, Suite 204, Lawrenceville, NJ 08648, Tel: 609-895-8101, Fax: 609-895-9648, E-mail: nh@chcs.org

    Rhonda Sloan, Representative, Florida Developmental Disabilities Consumer-Directed Care Project, 503 West Idlewild Avenue, Tampa, FL 33604, Tel: 803-237-3034, Fax: 813-237-8514, E-mail: sloans_2000@yahoo.com (Bio)

    Marcia E. Smith, Chief Executive Officer, Evercare, 9900 Bren Road East, Minnetonka, MN 55343, Tel: 952-936-6847, Fax: 952-936-6902, E-mail: marcia_e_smith@uhc.com (Bio)

    Robin Smith, Social Worker/Consultant, Division of Senior Services, 2916 State Road 15, Belle Glade, FL 33430, Tel: 561-992-1047, Fax: 561-992-1011, E-mail: RRSmith@co.palm-beach.fl.us

    Shearon Smith, Special Assistant to the Director, Tuskegee University National Center for Bioethics, 1209 Chambliss Street, Tuskegee, AL 36088, Tel: 334-724-4561, Fax: 334-727-7221, E-mail: shercsmith@mindspring.com

    Robert Sneirson, Systems Advocate, Boston Center for Independent Living, 95 Berkeley Street, Suite 206, Boston, MA 02116-6264, Tel: 617-338-6665, Fax: 617-338-6661, E-mail: RSneirson@aol.com (Bio)

    Ed Sontag, Deputy Chief of Staff, U.S. Department of Health and Human Services, 200 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-690-7431

    C. Edgar Spencer, MEd, MSW, Director, Division of Developmental Disabilities/Special Populations, South Carolina Department of Mental Health, P.O. Box 485, Columbia, SC 29202, Tel: 803-898-8579, Fax: 803-898-8347, E-mail: ces64@co.dmh.state.sc.us (Bio)

    William Spencer, CDC and Family Care Council, 2106 Two Lakes Road T2, Tampa, FL 33604, Tel: 813-915-9575, E-mail: wrsdjs@aol.com

    Marie Squillace, PhD, Senior Researcher, National Council on the Aging, Research and Demonstrations Division, 409 Third Street, S.W., Washington, DC 20024, Tel: 202-479-6639, Fax: 202-479-0735, E-mail: marie.squillace@ncoa.org (Bio)

    Tina Standing Soldier, P.O. Box 345, Wanblee, SD 57577 (Bio)

    Glenn Stanton, Deputy Director, Disabled and Elderly Health Programs Group, CMS Center for Medicaid and State Operations, 7500 Security Boulevard, S2-14-27, Baltimore, MD 21244, Tel: 410-786-6768, Fax: 410-786-9004, E-mail: Gstanton@cms.hhs.gov (Bio)

    Nancy Starnes, Associate Advocacy Director, Paralyzed Veterans of America, 801 18th Street, N.W., Washington, DC 20006, Tel: 202-416-7424, Fax: 202-416-7706, E-mail: Nancys@pva.org

    Susan Stoddard, PhD, FAICP, President, InfoUse, 2560 Ninth Street, #216, Berkeley, CA 94710, Tel: 510-549-6520, Fax: 510-549-6512, E-mail: sstoddard@infouse.com (Bio)

    Robyn Stone, Executive Director, Institute for the Future of Aging Services, 2519 Connecticut Avenue, N.W., Washington, DC 20008, Tel: 202-508-1206, Fax: 202-783-4266, E-mail: rstone@aahsa.org (2000 Article)

    Michael K. Stracener, MSW, LCSW, Executive Director for Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205, Tel: 501-217-8123, Fax: 501-217-8125, E-mail: mikestracener@aol.com (Bio)

    Marilyn Straw, President, Voice of the Retarded, 5005 Newport Drive, Suite 108, Rolling Meadows, IL 60008, Tel: 847-253-6020, Fax: 847-253-6054, E-mail: vor@compuserve.com

    Michael J. Sturman, Program Director, Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005, Tel: 212-293-9999, Fax: 212-293-3040, E-mail: conceptscdpa@earthlink.net (Bio)

    Cathie Sullivan, Home Care Policy Analyst, Service Employees International Union, 1313 L Street, N.W., Washington, DC 20005, Tel: 202-898-3275, Fax: 202-898-3348, E-mail: sullivac@seiu.org (Bio)

    Tammy Svihla, 11 Central Avenue, High Bridge, NJ 08829, Tel: 908-638-5827, E-mail: taminy@worldnet.com

    Nancy R. Thaler, Deputy Secretary for Mental Retardation, Pennsylvania Department of Public Welfare, P.O. Box 2675, Harrisburg, PA 17105-2675, Tel: 717-787-3700, Fax: 717-787-6583, E-mail: nthaler@state.pa.us (Bio)

    Sharon Lee Theodore, 2309 Route 71, Spring Lake Heights, NY 07762, Tel: 732-974-3110

    Neva Thurston, Chair, Missouri Planning Council for Developmental Disabilities, P.O. Box 687, Jefferson City, MO 65102, Tel: 573-751-8611, Fax: 573-526-2755

    Jane Tilly, Senior Research Associate, The Urban Institute, 2100 M Street, N.W., Washington, DC 20037, Tel: 202-261-5651, Fax: 202-223-1149, E-mail: jtilly@ui.urban.org (Bio) (2000 Article)

    Maggie Tinsman, Iowa State Senator, 3541 East Kimberly Road, Davenport, IA 52807, Tel: 563-359-3624, Fax: 563-359-6671, E-mail: mtinsma@legis.state.ia.us (Bio)

    Karen Topper, Advisor, Green Mountain Self-Advocates, 73 Main Street, Suite 401, Montpelier, VT 05602, Tel: 802-229-2600, Fax: 802-223-2132, E-mail: vpsn@sover.net (Bio)

    Elsa Torres, 5318 Parker Street, Zephyr Hills, FL 33540, Tel: 813-779-8029

    Jean Tuller, Special Programs Director, Disabled and Elderly Health Programs Group, CMS Center for Medicaid and State Operations, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244-1850, Tel: 410-786-6815, Fax: 410-786-9004, E-mail: jtuller@cms.hhs.gov (Bio)

    Theresa Turgeon, Director, Office of Geriatric Services, Maine Department of Mental Health, Mental Retardation and Substance Abuse Services, State House, Station #40, Augusta, ME 04333, Tel: 207-287-4245, Fax: 207-287-4268, E-mail: Theresa.Turgeon@state.me.us (Bio)

    John J. Tuskan, Jr., RN, MSN, Captain, U.S. Public Health Service, SAMHSA/Center for Mental Health Services, 5600 Fishers Lane, Room 17C-05, Rockville, MD 20857, Tel: 301-443-1761, Fax: 301-433-7912, E-mail: jtuskan@samhsa.gov (Bio)

    Todd Tuten, Legislative Assistant, Rep. Michael Bilirakis, Room 2269, Rayburn Building, Washington, DC 20515, Tel: 202-225-5755, Fax: 202-225-4085, E-mail: todd.tuten@mail.house.gov

    Sue Vaeth, Senior Care Manager, Maryland Department of Aging, 301 West Preston Street, Room 1007, Baltimore, MD 21201, Tel: 410-767-1108, Fax: 410-333-7943, E-mail: sjv@mail.ooa.state.md.us (Bio)

    Laura Van Tosh, Consultant, Van Tosh Consulting, 1533 West Falkland Lane, #336, Silver Spring, MD 20910, Tel: 301-585-9455, Fax: 301-585-9467, E-mail: Lauravt@aol.com (Bio)

    Forest Burns Vick, Jr., Public Policy Consultant, California Caregiver Resource Center System, P.O. Box 160695, Sacramento, CA 95816, Tel: 916-442-7239, Fax: 916-442-7305, E-mail: fburnsvick@worldnet.att.net

    Thomas Volkert, Director of Mental Health/Aging Advocacy, Mental Health Association of Southeast Pennsylvania, 1211 Chestnut Street, Philadelphia, PA 19017, Tel: 215-751-1800 x266, Fax: 215-636-6312, E-mail: tvolkert@mhasp.org

    Ruth Walden, Family Specialist, Children with Special Health Care Needs Program, New York State Department of Health, ESP-Corning Tower, Room 208, Albany, NY 12237-0618, Tel: 518-474-2001, Fax: 518-474-8762, E-mail: rxw03@health.state.ny.us

    Grace Wall, 37821 Parke Street, Zephyr Hills, FL 33541, Tel: 813-788-3649

    Paula Walsh, Heightened Independence and Progress, 131 Main Street, Suite 120, Hackensack, NJ 07601, Tel: 201-996-9100, Fax: 201-996-9422, E-mail: ber@hipcil.org

    Brenda Wamsley, Executive Director, Center for Aging and Healthcare in West Virginia, Inc., 517 Market Street, Dils Center, Parkersburg, WV 26101, Tel: 304-422-2853, Fax: 304-422-2856, E-mail: bwamsley@citynet.net (Bio)

    John Watson, Program Analyst, District of Columbia Office of Human Services, 3001 Veazey Terrace, N.W., #633, Washington, DC 20008, Tel: 202-363-8970, Fax: 202-363-0145, E-mail: jwwatson1@earthlink.net

    Sherry Watson, Executive Director, San Juan Center for Independence, 504 North Main, Aztec, NM 87410, Tel: 505-334-5805, Fax: 505-334-5528, E-mail: sjci@fisi.net (Bio)

    William West, Administrator, Consumer Directed Attendant Support Program, Colorado Department of Health Care Policy and Financing, 1575 Sherman, 5th Floor, Denver, CO 80203, Tel: 303-866-3358, Fax: 303-866-2573, E-mail: william.west@state.co.us (Bio)

    Barbara Wheeler, Director of Adult Disability Programs, University of Southern California, UAP, P.O. Box 54700, MS53, Los Angeles, CA 90054-0700, Tel: 323-671-3829, Fax: 323-671-3835, E-mail: bwheeler@chla.usc.edu

    Brad Whitney, MD, Division of Senior Health, Spartanburg Regional Healthcare System, 133 North Howard Avenue, Spartanburg, SC 29356, Tel: 864-560-9519, Fax: 864-457-7131, E-mail: rbwsrmc@aol.com

    Gene Whitten-Legé, Administrator, In-Home Attendant Services, 1630 Elgin Street, Houston, TX 77004, Tel: 713-528-6499, Fax: 713-523-8592, E-mail: ihas@swbell.net (Bio)

    Pat Whitten-Legé, Owner, In-Home Attendant Services, 1630 Elgin Street, Houston, TX 77004, Tel: 713-528-6499, Fax: 713-523-8592, E-mail: patwl@swbell.net (Bio)

    Jane Wiley, Advocacy Representative, American Association of Retired Persons, South Carolina State Office, 1201 Main Street, Suite 1980, Columbia, SC 29201, Tel: 803-748-1231, Fax: 803-748-1288, E-mail: jwiley@aarp.org

    Betty Williams, P.O. Box 1091, 104 North 19th Street, Richmond, IN 47375, Tel: 765-935-4319, Fax: 765-935-4319

    Bob Williams, Policy Advisor, United Cerebral Palsy Associations, 1601 North Springwood Drive, Silver Spring, MD 20910, Tel: 202-973-7113, E-mail: bwilliams@ucp.org (Bio)

    Kristen Parker Wills, Research Associate, Scripps Gerontology Center, Miami University, 396 Upham Hall, Oxford, OH 45056-1879, Tel: 513-529-2914, Fax: 513-529-1476, E-mail: parkerkc@muohio.edu (Bio)

    Grace Wilson-Laudun, CDPCS Program Director, Access Alaska, Inc., Independent Living Center, 3901 Taft Street, Suites A&B, Anchorage, AK 99517, Tel: 907-248-4777, Fax: 907-248-0639, E-mail: amazing@pobox.alaska.net (Bio)

    Denise Winslow, Division of Services for People with Disabilities, 120 North, 200 West, Suite 411, Salt Lake City, UT 84103, Tel: 801-538-4211, Fax: 801-538-4279, E-mail: dwinslow@hs.state.ut.us

    Greg Wintle, Project Director, Kansas Division of Health Care Policy, 5th Floor North, Docking Building, 915 S.W. Harrison, Topeka, KS 66612-0557, Tel: 785-296-3561, Fax: 785-296-0557, E-mail: WGW@srskansas.org (Bio)

    Buddy Wise, BSN, RN, Program Administrator/Chief Operations Officer, Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205 (Bio)

    John Wren, Director, Office of Program Development, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201, Tel: 202-260-1702, Fax: 202-260-1019, E-mail: john.wren@aoa.gov (Bio)

    Barbara York, LPN, Senior Field Counselor, Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205, Tel: 501-217-8123, Fax: 501-217-8125, E-mail: e-aspenrehab@earthlink.net (Bio)

    B. Lee Zacharias, Consultant, 441 North Pownal Road, New Gloucester, ME 04260, Tel: 207-926-5767, Fax: 207-926-5763

    Muriel Zgardowski, President, Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005, Tel: 212-293-9999, Fax: 212-293-3040, E-mail: murielw23@aol.com (Bio)

    [Table of Contents]

    BIOGRAPHIES

    Jeanne Argoff
    Executive Director, Disability Funders Network, 2529 Kirklyn Street, Falls Church, VA 22043
    Tel: 703-560-0099, Fax: 703-560-1151, E-mail: njargoff@aol.com
    Affiliation: Funder
    Jeanne Argoff is Executive Director of the Disability Funders Network (DFN), an association of foundations and corporate giving programs. DFN's mission is to facilitate communication and collaboration between the disability community and organized philanthropy to increase grantmaking that will benefit people with disabilities.

    Travis Arneson
    South Dakota Developmental Disability Council, 3800 E Highway 34, c/o 500 E Capitol, Pierre, SD 57501
    Tel: 605-773-5990, Fax: 605-773-5483, E-mail: arlene.poncelet@state.sd.us
    Affiliation: Consumer
    Travis Arneson is a graduate of Partners in Policymaking and is currently participating in Project Leadership. He was recently elected to the Protection and Advocacy for Developmental Disabilities (PADD) Board. Mr. Arneson has a degree in computer programming and is married, with a young daughter. He owns rental property and is starting a home health care business.

    Benard Arons, MD
    Director, Center for Mental Health Services, Department of Health and Human Services/SAMHSA, 5600 Fishers Lane, Room 17-99, Rockville, MD 20857
    E-mail: barons@samhsa.gov
    Dr. Bernard Arons is the Director, Center for Mental Health Services (CMHS) has led a diverse career focused on the improvement of mental health services. In 1993, Dr. Arons was appointed Director of CMHS, Substance Abuse and Mental Health Services Administration. CMHS is charged with providing national leadership in improving mental health services for all Americans. He worked closely with Surgeon General David Satcher to publish the first-ever Surgeon General's Report on Mental Health, which is enhancing national awareness of mental health issues. Additionally, he worked on a National Strategy for Suicide Prevention, to align researchers, providers, advocates and consumers and develop a prevention plan to reduce suicide in the United States. Dr. Arons practices psychiatry at the Center for Mental Health, Inc., a private, nonprofit clinic in the District of Columbia. He is a clinical professor of psychiatry on the faculty of the Georgetown University School of Medicine. He is a graduate of Oberlin College and the Case Western Reserve University School of Medicine. He regularly delivers presentations and publishes articles on serious mental illness and health care reform, and he has received major awards and other recognition for his work.

    Dawn Arsenault
    Outreach Coordinator, Green Mountain Self-Advocates, 73 Main Street, Suite 401, Montpelier, VT 05602
    Tel: 802-229-2600, Fax: 802-223-2132, E-mail: vpsn@sover.net
    Affiliation: Consumer Advocate
    Dawn Arsenault used Medicaid waiver money to go to college. The college she attended had the Enhance Program that helps people with developmental disabilities to experience what college life is like. But before starting college, Ms. Arsenault had to stay at her position for five years before the agency would allow her to quit supported employment and use her support money to attend college. Ms. Arsenault graduated with her classmates and earned a certificate of completion. She currently works for Green Mountain Self-Advocates and is also a board member of the Developmental Disabilities Council and the University Affiliated Program.

    Andrew Bader
    Principal, Clarion Consulting Group, 108 Thurston Road, Newton, MA 02464
    Tel: 617-527-5082, Fax: 800-840-7714, E-mail: andybader@mediaone.net
    Affiliation: Consultant
    Andrew Bader is a consultant to the pilot Consumer Direction program that is sponsored by Highland Valley Elder Services, Inc., and funded by the Massachusetts Executive Office of Elder Affairs. He is also helping to prepare a plan to replicate the pilot across the state. In addition, Mr. Bader was a former Assistant Secretary of Elder Affairs.

    Andrew Batavia, JD, MS
    Associate Professor, Florida International University, 2845 Prairie Avenue, Miami Beach, FL 33140
    Tel: 305-672-1128, E-mail: batavia1957@hotmail.com
    Affiliation: Researcher (2000 Report)
    Professor Andrew Batavia teaches course in health care policy and law. A former White House Fellow with degrees from Harvard Law School and Stanford Medical School, he has served in several key policy positions in the federal government, including as a senior staff member of the White House Domestic Policy Council, Legislative Assistant to a U.S. Senator; Special Assistant to the U.S. Attorney General; and Executive Director of the National Council on Disability. He has published extensively on long-term care under the independent living model, and has most recently been awarded a Mary E. Switzer Distinguished Research Fellowship to write a book on these issues.

    Margaret (Maggie) Belton
    Board Chair, Personal Assistance Service Council, 4730 Woodman, #405, Sherman Oaks, CA 91423
    Tel: 818-206-7008, Fax: 818-206-8000, E-mail: lmbelton@mindspring.com
    Affiliation: Public Authority - In Home Supportive Services (IHSS)
    Maggie Belton graduated from Howard University in 1954 with a B.A. degree in Political Science/Sociology. She has a Nursing Diploma from St. Joseph's School of Nursing (1965), and a B.S.R.N. and M.H.A. from Indiana University/Purdue University. She is currently Vice President of the Los Angeles County Area Agency on Aging Advisory Council; Vice Chair on the Committee Concerning Elder Abuse, L.A. County A.A.A. Advisory Council; a member of the Human Services Commission in Pasadena, CA; and has served as a member of various committees/commissions associated with seniors/elders and disabled communities.

    A.E. (Ted) Benjamin
    Professor, UCLA, Department of Social Welfare, 3250 Public Policy Building, Los Angeles, CA 90095-1656
    Tel: 310-206-6044, Fax: 310-206-7446, E-mail: tedbenj@ucla.edu (2000 Report)
    Ted Benjamin is presently at UCLA, where he is Professor and Chair in the Department of Social Welfare, School of Public Policy and Social Research. His background is political science and social work, and his interests involve long-term services for people with chronic conditions, particularly comparative access and quality issues. He has performed research across various populations with chronic health conditions in order to understand the potential and basis for unifying rather than segmenting policy responses to related service needs and groups. This research has involved the elderly, younger adults with chronic condition, people infected with HIV, and children with special health needs. His most recent research was supported by the U.S. Department of Health and Human Services, the Robert Wood Johnson Foundation, and the State of California. He is co-author (with Bob Newcomer) of an edited volume entitled Indicators of Chronic Health Conditions, published in 1997 by Johns Hopkins University Press.

    Lee Bezanson
    Medicaid Director, New Hampshire Department of Health and Human Resources, 120 Pleasant Street, Concord, NH 03301
    Tel: 603-271-4348, E-mail: lbezanson@dhhs.state.nh.us
    Affiliation: State Government
    Lee Bezanson is the New Hampshire Medicaid Director. She has a background in psychiatric nursing and federal civil rights litigation. Ms. Bezanson is currently a member of the National Association of State Medicaid Directors (NASMD) Executive Committee and Chair of the NASMD Long-Term Care Technical Advisory Group (TAG). She is also the Co-Chair of the Resource Network.

    Crystal Blyler, PhD
    Social Science Analyst, Community Support Program Branch, SAMHSA Center for Mental Health Services, 5600 Fishers Lane, Room 11-C-22, Rockville, MD 20857
    Tel: 301-443-3653, Fax: 301-443-0541, E-mail: cblyler@samhsa.gov
    Affiliation: Federal Employee
    Dr. Crystal Blyler is an Evaluation specialist in the Community Support Program Branch of the Division of Knowledge Development and Systems Change, which works to improve access to and quality of public mental health programs in community settings. Dr. Blyler directs two multi-state evaluation programs: a 5-year evaluation of services that helps mental health consumers find and keep jobs, and a 4-year evaluation of consumer-operated services. She is also involved in a 12-site demonstration program, funded by SAMHSA and the Social Security Administration, that is focused on removing disincentives to work for people with disabilities.

    Jon Brock
    Member, CMHS National Advisory Council Subcommittee on Consumer/Survivor Issues, 816 Conroy Road, Birmingham, AL 35222
    Tel: 205-591-8520, E-mail: jonbrocknc@aol.com
    Affiliation: Consumer/Survivor Advocate
    Jon Brock holds workshops on issues of parents with a psychiatric history. He initiated Volunteer Access, a consumer-run program in which consumer/survivors work as non-profit agency volunteers, as a way to reenter the community. Jon has participated in efforts to accredit and certify consumer/survivor service providers as a mechanism for community-based groups and individuals to access legitimacy and funding. Traditional mental health policy is redistributive policy. Though accreditation and certification, consumer/survivors can both provide and also access developmental policy approaches to common issues.

    Richard Browdie
    Secretary, Pennsylvania Department of Aging, Forum Place, 555 Walnut Street, 5th Floor, Harrisburg, PA 17101-1919
    Tel: 717-783-1550, Fax: 717-772-3382, E-mail: rbrodie@state.pa.us
    Richard Browdie has spent more than 30 years in the development and administration of services to older persons and persons with physical and cognitive disabilities in positions at the local, state and national level. Currently he is the Secretary of the Pennsylvania Department of Aging (PDA), which manages a wide range of services to seniors in Pennsylvania. Through the state's 52 Area Agencies on Aging, PDA functions as the single point of entry for assessment, case management and services for older persons funded by the Commonwealth and the Older Americans Act as PDA also determines clinical eligibility for Medicaid funded nursing home care, SSI personal care supplements, and Medicaid-funded waiver services for the elderly. The department's HCBS system has featured a large Family Care Giver Support Program since 1987, which has acted as a model for the new Part-E of the Older Americans Act. In addition, PDA administers the largest state-sponsored pharmacy assistance program for the elderly in the United States. Based on the successful experience with consumer and family control of services and payments in the Family Caregiver Support Program for more than 10 years, and the growing use of similar methods in other state-funded programs, PDA has been advancing the cause of consumer control and flexibility in reimbursement systems for the last six years. It has become a central principle of PDA's systems development efforts.

    Cliff Burt
    Program Manager, Georgia Division of Aging Services, 2 Peachtree Street, N.W., Suite 36-385, Atlanta, GA 30303
    Tel: 404-657-5336, Fax: 404-657-5285, E-mail: gcburt@dhr.state.ga.us
    Affiliation: Funder
    Cliff Burt is the Alzheimer's Program Director with the Georgia Division of Aging Services. Mr. Burt's experience includes the administration of an Alzheimer Demonstration Grant, funded by the Administration on Aging, which developed an innovative service model called Mobile Day Care. This model has received national exposure as a replicable program, and a self-directed care voucher program, entitled Legacy Express, enabling caregivers of persons with Alzheimer's Disease greater participation in planning and managing the services they need. Mr. Burt has a bachelor's degree in Social Work from Florida State University, and a master's degree in Public Administration and a Certificate in Gerontology from Georgia State University.

    Brian Burwell
    Vice President, The MEDSTAT Group, 125 Cambridge Park Drive, Cambridge, MA 02140
    Tel: 617-492-9302, Fax: 617-492-9365, E-mail: brian.burwell@medstat.com
    Brian Burwell is Vice President and Director of Chronic Care and Disability within the Research and Policy Division of the MEDSTAT Group. During his 17-year tenure with the company, Mr. Burwell has directed over 30 studies for federal and state agencies, with a focus on three areas of health policy: (1) Medicaid coverage policy for SSI recipients; (2) the financing and delivery of long-term care services; (3) managed care models for aged and disabled Medicaid beneficiaries. His Medicaid policy research includes evaluations of Medicaid home and community-based waivers; analyses of utilization and expenditure patterns of children with severe disabilities; studies of Medicaid nursing home spend-down; analyses of Medicaid expenditure trends for long-term care services, impacts of managed care on persons with disabilities, evaluations of managed long-term care programs; evaluations of innovative models for supporting persons with development disabilities in the community; impacts of Medicaid estate planning practices on Medicaid eligibility; and the impact of Medicare legislative changes on Medicaid expenditures. Currently he is also currently the Managing Director of the Resource Network for Home and Community-Based Services, a project jointly funded by ASPE and HCFA (now CMS) to provide technical assistance on the development of home and community-based service systems. He is also currently the Project Director of a major HCFA-sponsored project to develop a national Long-Term Care Consumer Awareness Campaign.

    Lynne Camillo, JD
    Internal Revenue Service, 1111 Constitution Avenue, Room 5329, Washington, DC 20224
    Tel: 202-622-6040, Fax: 202-622-4817
    Lynne Camillo has a Juris Doctor degree from Syracuse University College of Law and a Master's of Law in Taxation from Georgetown University Law Center. She has 14 years of experience as a government attorney at both the Department of Labor and the Internal Revenue Service. She currently handles employment tax and fringe benefits issues as an Assistant Branch Chief in the Tax-Exempt and Government Entities Division, Employment Tax Branch 2.

    Jean Campbell, PhD
    Research Assistant Professor, University of Missouri, Institute of Mental Health, 5400 Arsenal Street, St. Louis, MO 63139
    Tel: 314-644-7829, Fax: 314-644-7934, E-mail: campbelj@mimh.edu (Presentation)
    Affiliation: Consumer Research
    Dr. Jean Campbell is a Research Assistant Professor in Psychiatry at the Missouri Institute of Mental Health in St. Louis, and Director of the Program in Consumer Studies and Training. Dr. Campbell is an internationally known mental health consumer researcher, speaker, and consultant. She leads the effort to define valued outcome domains for service recipients in research and evaluation, and to promote multi-stakeholder approaches. She is presently the Principal Investigator of a coordinating center for a large, multi-site federal research initiative to study the cost-effectiveness of consumer-operated service programs as an adjunct to traditional mental health services.

    Anthony Caputo, CPA
    Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005
    Tel: 212-293-9999, Fax: 212-293-3040, E-mail: conceptscdpa@earthlink.net
    Anthony Caputo is a graduate of Rutgers University with over 20 years of experience in providing auditing and management advisory services to not-for-profit and government entities. He was the engagement partner for hundreds of federal, state and local government audit assignments. Currently, his expertise is working with Medicaid funded home care programs in the City of New York.

    Sylvia Caras, PhD
    Founder, People Who, 146 Chrystal Terrace 5, Santa Cruz, CA 95060
    Tel: 831-426-5335, E-mail: sylvia@peoplewho.org, Web site: http://www.peoplewho.org
    Affiliation: Senior with a Disability
    Sylvia Caras has been active in electronic support and advocacy since 1993. She is a mental health consumer consultant, especially interested in widely distributing health and rights information, and in developing a networked community of people who experience mood swings, fear, voices and visions.

    Michael Cardella
    Self-Advocate, New York State Self Advocacy Association, 102 Windy Hill Road, Greenwich, NY 12834
    Tel: 518-695-4568, Fax: 518-695-3062, E-mail: Barb102@earthlink.net
    Michael Cardella gives presentations on disability awareness and the outcomes of inclusion for the New York State Self Advocacy Association. He is a member of AmeriCorps*VISTA and a 1998 graduate of Schuylerville High School receiving an IEP diploma. Michael is a provocative speaker, doing keynote presentations and workshops to national and local audiences. He is helping to change public misconceptions about people with disabilities. Michael is a participant in Project Leadership, a national training program that brings key self-advocates and parent/family leaders to Washington, DC, as well as New York State Partners in PolicyMaking. He is employed by Home Depot.

    Paul Carlino, JD
    Internal Revenue Service, 1111 Constitution Avenue, Room 5329, Washington, DC 20224
    Tel: 202-622-6040
    Paul Carlino has been involved with choreworker issues on behalf of the Internal Revenue Service Office of Chief Counsel since July 2000. Prior to this he served as Attorney-Advisor to Judge Maurice Foley of the United States Tax Court. Mr. Carlino also served as Law Clerk to Judge Peter D. Pizzuto of the New Jersey Tax Court for the 1998-99 term. He attended the William and Mary School of Law in Williamsburg, graduating with a Juris Doctor degree in May 1998.

    Judi Chamberlin
    Senior Training Associate, Center for Psychiatric Rehabilitation, 940 Commonwealth Avenue West, Boston, MA 02215
    Tel: 781-777-1154, Fax: 781-777-1154, E-mail: MadPride@aol.com or judicham@bu.edu
    Judi Chamberlin is a psychiatric survivor and an activist since 1971 in the survivor/consumer/ex-patient movement. Ms. Chamberlin is the author of On Our Own: Patient-Controlled Alternatives to the Mental Health System, originally published in 1978, and later republished in Britain, Italy, and Japan. She has also written numerous articles about the movement, self-help, and patients' rights. She is a co-founder of the Ruby Rogers Advocacy and Drop-In Center in Somerville, Massachusetts, one of the earliest member-run self-help centers, which has been operating since 1985. Ms. Chamberlin is affiliated with the Center for Psychiatric Rehabilitation at Boston University, where she has worked on numerous projects concerning self-help and empowerment. She is a co-founder and associate at the National Empowerment Center in Lawrence, Massachusetts, a federally funded technical assistance center that has developed materials on self-help and recovery models. She is a board member of the National Association for Rights Protection and Advocacy (NARPA), the American Association of People with Disabilities (AAPD), Mental Disabilities Rights International (MDRI), and the Center for Public Representation. She also serves on the Massachusetts Mental Health State Planning Council (co-chair), the Statewide Independent Living Council, and the Governor's Special Advisory Commission on Disability Policy, among many other boards and committees. Ms. Chamberlin recently stepped down as the Chair of the Massachusetts Mental Health Protection and Advocacy Advisory Board, on which she continues to serve ex-officio. She is a member of the editorial board of Psychiatric Rehabilitation Journal. She is listed in Who's Who in America, and is profiled in Extraordinary People with Disabilities, a book for young people. She had spoken at conferences and meetings around the world, with appearances in Canada, England, Scotland, Ireland, Iceland, Sweden, Denmark, Norway, Finland, Holland, Portugal, Italy, Austria, Germany, Slovenia, Hungary, Poland, Australia, New Zealand, Japan and Hong Kong. In 1992, Ms. Chamberlin received the Distinguished Service Award of the President of the United States from the President's Committee on Employment of People with Disabilities, and the David J. Vail National Advocacy Award from the Mental Health Association of Minnesota. In 1995, she was the recipient of the N. Neal Pike Prize for Services to People with Disabilities from the Boston University School of Law. In 2000, she was named one of 20 outstanding disability leaders by Access Living, Chicago, and received a Lifetime Achievement Award from the New York Association for Psychosocial Rehabilitation.

    RoAnne Chaney, MPA
    Senior Program Officer, Center for Health Care Strategies, 1009 Lenox Drive, Suite 204, Lawrenceville, NJ 08648
    E-mail: roanne@sprynet.com
    RoAnne Chaney was recently hired at the Center for Health Care Strategies as a Senior Program Officer. Her responsibilities are in the areas of Medicaid long-term care, home and community-based services, and consumer involvement. Ms. Chaney has experience in disability and managed care issues in Michigan. Previously, she was the Operations Director for the Michigan Disability Rights Coalition and coordinated Michigan's Assistive Technology systems change project. RoAnne was also the Associate Director of the Ann Arbor Center for Independent Living for 10 years where she and a team developed a collaborative interagency process to assist individuals with a variety of significant disabilities leave nursing home settings to live in the community. She has a B.A. in Social Work and a Master's in Public Administration from Eastern Michigan University.

    Theodore (Tod) Cochran
    Operating Partner, Aspen Management Group, LLC, 8500 West Markham Road, Suite 200, Little Rock, AR 772205
    Tel: 501-217-8123, Fax: 501-217-8125
    Affiliation: Counseling and Fiscal Agency
    Tod Cochran has a B.A. from Connecticut College and a M.S. in Physical Therapy from Columbia University. He worked from several years at Georgetown University Hospital both in acute care and sports medicine. Mr. Cochran has direct patient care experience in rehabilitation hospitals, nursing homes, and home care. Mr. Cochran served as Clinical Coordinator for a multi-state rehabilitation company before helping to start Aspen Rehab Group LLC in 1997. In 1998, Aspen Rehab Group was awarded IndependentChoices contracts as CFA for 50 of 75 counties in Arkansas. Mr. Cochran set up internal computerized systems for data tracking and management assisted with tax matters for IndependentChoices participants. In 2000, Aspen Rehab Group changed its name to Aspen Management Group, LLC.

    Bill Coffelt
    Co-Chair (Parent), The National Coalition on Self-Determination, 2925 Viona Road, Pollock Pines, CA 95726
    Tel: 530-647-8246, Fax: 530-647-8246, E-mail: wcoffelt@prodigy.net, Web site: http://www.oaksgroup.org
    Affiliation: Parent Advocate
    Bill Coffelt is a retired widower and father of Bill Jr., a 23-year old man with significant developmental disabilities who has lived in a state institution and currently his own home with 24-hour support. He is co-founder of the Oaks Group, an organization advocating for community options and lead plaintiff in the largest deinstitutionalization lawsuit of its kind, resulting in the reduction of the population of California's state institutions by over 2,000 individuals. Mr. Coffelt's recent activities include promoting self-determination at the federal level, and promotion of the Community Imperative, a declaration asserting the rights of all individuals to community living.

    Elias Cohen
    Executive Director, Community Services System, Inc., 136 Farwood Road, Wynnewood, PA 19096
    Tel: 610-896-7157, Fax: 610-658-2183, E-mail: elimarco@snip.net
    Affiliation: Policy Consultant and Attorney-Advocate
    Elias Cohen is currently Executive Director of Community Services Systems, Inc., a non-profit agency engaged in the development and production of educational materials and events in human services. He served as Pennsylvania's first Commissioner of Aging for 12 years during which time he was responsible for licensing long-term care facilities and community-based services for the elderly. Prior to coming to Pennsylvania he served as Assistant Commissioner of Mental Health in Indiana. He was the first President and subsequently was a board member of the National Senior Citizens Law Center, and Director of the Project on Law and Aging for the Public Interest Law Center of Philadelphia (PILCOP). As a practicing attorney he has been active in vindicating the rights of developmentally disabled persons to live in community settings. He is the author of over 85 publications, including articles on autonomy and ethics, in journals of law, gerontology, health, social work, long-term care, and public administration. From 1976 to 1981, he served as Editor-in-Chief of The Gerontologist. He has been honored by the State of Pennsylvania and national organizations for his work in aging. In 1984, he was the 20th Anniversary Awardee of the National Association of State Units on Aging, and in 1985 was given the Retirement Research Foundation First Place Media Prize and an American Film Festival Red Ribbon for his video documentary, Alzheimer's Disease: You Are Not Alone. In 1991, he received the Arthur S. Flemming Award for Outstanding National Contributions in Law, Aging and Social Policy from the Joint Conference of the American Bar Association, AARP, the National Senior Citizens Law Center, and the University of Michigan Center for Social Gerontology. His involvement in Self-Determination occurs on two fronts: in developmental disability, he continues to represent both providers of community services and residents in zoning and related cases affecting the right to small community living arrangements in residential areas; in aging, he has been pursuing the paradox of the overwhelming public policy and actual effective choice by the elderly to either elect or consent to nursing home care despite the presence of community-based alternatives, all the while articulating an abhorrence of the nursing home option.

    Diane Coleman, JD, MBA
    Executive Director, Progress Center for Independent Living, 7521 Madison Street, Forest Park, IL 60130
    Tel: 708-209-1500, Fax: 708-209-1735, E-mail: ndycoleman@aol.com
    Affiliation: Consumer, Advocate and Provider
    Diane Coleman was Co-Director of the Technology Access Center of Middle Tennessee, and served as Policy Analyst for the Tennessee Technology Access Project, funded through the National Institute of Disability and Rehabilitation Research from 1991 through 1995. Since 1996, Ms. Coleman has been the Executive Director of Progress Center, a non-profit non-residential consumer-directed center advocating on behalf of people with disabilities. Since 1997, she has been the director of a Robert Wood Johnson Foundation funded IndependentChoices demonstration project. The project is developing a manual and video to help consumer-directed centers for independent living provide training to home service agencies on consumer direction and assistive technology.

    Lora Connolly, MS
    Assistant Secretary, California Health and Human Services Agency, 1600 Ninth Street, Room 460, Sacramento, CA 95814
    Tel: 916-654-3301, Fax: 916-654-3343, Web site: http://www.chhs.ca.gov
    Lora Connolly is an Assistant Secretary at the California Health and Human Services Agency. In this capacity, she serves as advisor to the Secretary and the Governor on aging and long-term care issues. She chairs the Executive Subcommittee of Agency's HHSA Long-Term Care Council, providing leadership in the state's efforts to develop a coordinated, statewide long-term care system. Lora previously served as the Chief of the Office of Long Term Care in the Department of Health Services. Prior to coming to the Department of Health Services, Lora served as a consultant at the Assembly Office of Research for four years. While there, she worked on the development of the California Partnership for Long-Term Care, legislation authorizing the Public Employees Retirement System (PERS) long-term care insurance offering, and other aging and long-term care research issues. Lora holds a Masters of Science in Gerontology with an emphasis in public policy and administration from the University of Southern California. She is a fellow in the University of Minnesota's "Balancing Long Term Care Systems" program and serves on the National Advisory Committee to the Robert Wood Johnson Foundation's "Coming Home" program, which provides state grants to develop affordable, rural assisted living. She has also written numerous articles on long-term care delivery and financing issues.

    James Conroy, PhD
    Center for Outcome Analysis, 201 Sabine Avenue, Narbeth, PA 19072
    Tel: 610-668-9001, Fax: 610-668-9002, E-mail: jconroycoa@aol.com (Presentation)
    Dr. James Conroy has been a consultant to 18 federal agencies, and to more than 100 state and local agencies since 1970, and has been Principal Investigator for more than 100 funded grants and contracts. He is the author of more than 250 formal reports in the fields of disabilities, aging, child welfare and other human service fields, including 25 articles in professional journals, 7 book chapters and over 240 formal deliverable research reports to government agencies. Dr. Conroy's work has been publicized on 60 Minutes; the Peter Jennings ABC Evening News; NightLine; Public Television; the Philadelphia Inquirer; the New York Times; the Chicago Tribune; multiple radio interviews; and other media. He considers his work on the outcomes of deinstitutionalization in America to be his definitive contribution toward better lives for people with disabilities. Dr. Conroy has a B.A. from Yale University in Physiological Psychology, and a M.A. in Sociology/Program Evaluation and a Ph.D. in Medical Sociology from Temple University.

    M. Doreen Croser
    Executive Director, American Association on Mental Retardation, 444 North Capitol Street, N.W., Suite 846, Washington, DC 20001-1512
    Tel: 202-387-1968, Fax: 202-387-2193, E-mail: dcroser@aamr.org, Web site: http://www.aamr.org
    Affiliation: Association Executive
    Doreen Croser has been serving as the first woman Executive Director of AAMR for the last 13 years. Established in 1876, AAMR is a professional organization concerned about improving the quality of life for individuals with disabilities and their families through research, education, training, and public policy initiatives. The Association publishes books, journals and monographs. On the personal level, Ms. Croser became involved in disabilities many years ago when her younger brother John was diagnosed with multiple disabilities including mental retardation. Since that time, she has served in many professional and volunteer capacities, including the Governor's Developmental Disabilities Council in Maryland.

    Andy Curry
    Project Coordinator, San Juan Center for Independence, 504 North Main, Aztec, NM 87410
    Tel: 505-334-5805, Fax: 505-334-5528, E-mail: andycurry1@aol.com
    Affiliation: Consumer Advocate/Consumer Directed Personal Care Option Provider
    Andy Curry is a native of New Mexico. He is Project Coordinator for the consumer directed personal care option, and an Independent Living Specialist (ILS) for people with disabilities. His duties encompass such activities as: outreach, resource development, information and referral, consumer and attendant training, independent living skills training, consumer and systems advocacy, peer support, intake and assessments. He is President of the Excel Case Management Board of Directors, Vice President of San Juan Partnership Board of Directors, Vice President of The Arc Thriftown Board of Directors, and a Board of Directors member for Navajo United Methodist Center. San Juan Center for Independence is the fiscal intermediary for the Medicaid Consumer-Directed Personal Care Option. Mr. Curry suffered a spinal cord injury 10 years ago, and has been living independently for the last 8 years as a quadriplegic.

    Thom DeLilla
    Bureau Chief, Bureau of Brain and Spinal Cord Injury Program, Florida Department of Health, 4052 Bald Cypress Way, BIN C#25, Tallahassee, FL 32399-1744
    Tel: 850-245-4045, Fax: 850-921-0499, E-mail: thom_delilla@doh.state.fl.us
    Affiliation: Direct Care Provider and Consumer Advocate
    Thom DeLilla has been actively involved in the disability movement for the past 30 years in various professional capacities. He is currently employed as the Bureau Chief for the Florida Department of Health, Brain and Spinal Cord Injury Program. This is a statewide-coordinated program for individuals who have sustained traumatic brain and/or spinal cord injuries. The goal of the program is to integrate individuals back into the community utilizing all available federal, state, and community resources. The Brain and Spinal Cord Injury Program is also responsible for the administration of a statewide medical/home and community-based waiver for the provision of long-term community-based supports. Mr. DeLilla has been activity involved in the development and implementation of several statewide initiatives to further enhance the provision of community-based services and supports including the Consumer Directed Care Project, the Nursing Home Transition Project and the Personal Care Attendant Pilot Project. Mr. DeLilla obtained his B.S. degree from the University of South Florida, completed extensive postgraduate studies in rehabilitation counseling and public management at Florida State University, and is a Certified Insurance Rehabilitation Specialist and Disability Management Specialist. He has served on numerous boards and committees, and was a former president of the Board of the National Spinal Cord Injury Association and the state representative for the National Organization on Disability. He is a 29-year survivor of a traumatic spinal cord injury and clearly recognizes the obstacles of preventing individuals with disabilities from becoming fully integrated into the mainstream of our society.

    Tanya Dickens
    Consumer, Florida Developmental Disabilities Consumer-Directed Care Project, 503 West Idlewild Avenue, Tampa, FL 33604
    Tel: 813-237-3034, Fax: 813-237-8514, E-mail: sloans_2000@yahoo.com
    Affiliation: Consumer
    Tanya Dickens is a young woman with a developmental disability. Ms. Dickens attends an adult day program where she does contract work. When not working, she is learning how to use a computer. Above all else, Ms. Dickens's biggest dream is to learn how to read. The Consumer Directed Care Project allows her to choose service providers without restrictions. Ms. Dickens chose her sister who resides in a nearby town to provide respite care for her as needed.

    William Ditto
    Executive Director, New Jersey Office on Disability Services, 222 South Warren Street, P.O. Box 700, Trenton, NJ 08625-0700
    Tel: 609-292-7800, Fax: 609-292-1233, E-mail: wditto@dhs.state.nj.us
    Affiliation: State Government Official (Presentation)
    William Ditto is the Executive Director of the New Jersey Office on Disability Services. Mr. Ditto has over 20 years of experience in program development and social service administration. He was recruited by the New Jersey Department of Human Services in 1985 to design and implement the Personal Attendant Demonstration Program, a statewide program offering consumer-directed home care services to adults with disabilities. He is the project director for the New Jersey Cash and Counseling Demonstration. Mr. Ditto has an A.A. and B.A. degree from Monmouth College, New Jersey, and a M.S.W. from Rutgers University, where he is currently an adjunct faculty member. Prior to his employment with the state government, Mr. Ditto was supervisor of handicapped services for the Monmouth County (NJ) Board of Social Services, where he began his professional career in 1971. He helped to found the Monmouth County Office for the Disabled. Mr. Ditto's primary professional areas of interest and experience are disability and aging issues, personal care services, consumer-directed services, long-term care services, health care policy and financing, and family support.

    Virginia Dize
    Director, Center for the Advancement of State Community Services Programs, National Association of State Units on Aging, 1225 I Street, N.W., Suite 725, Washington, DC 20005
    Tel: 202-898-2578, Fax: 202-898-2583, E-mail: vdize@nasua.org (2000 Article)
    Virginia Dize has more than 20 years experience in long-term care policy development, advocacy, and program management. She is Director of the Center for the Advancement of State Community Service Programs at the National Association of State Units on Aging, providing leadership on long-term care issues to enhance states' capacity to develop comprehensive, integrated service systems responsive to older persons. She directed a Robert Wood Johnson Foundation "IndependentChoices" project under which a consumer direction assessment tool was developed. Eight states successfully used the assessment process as a springboard for developing state-specific consumer direction reforms.

    Pamela Doty, PhD
    Senior Analyst, ASPE/DALTCP, 200 Independence Avenue, S.W., Washington, DC 20201
    Tel: 202-690-6443, Fax: 202-401-7733, E-mail: pdoty@osaspe.dhhs.gov (2000 Report) (1996 Report)
    Pamela Doty is a Senior Policy Analyst in the Office of Disability, Aging and Long-Term Care Policy in the Office of the Assistant Secretary for Planning and Evaluation (ASPE), U.S. Department of Health and Human Services. Prior to joining this office in 1987, she was a senior analyst in the Office of Legislation and Policy in the Health Care Financing Administration, a Congressional Fellow at the Office of Technology Assessment, and a Research Associate at the Center for Policy Research in New York City. She received her Ph.D. in Sociology from Columbia University. She is the author of a book and numerous other publications on health and long-term care issues. In recent years, her research has focused primarily on family caregiving, assisted living facilities, Medicaid spend-down in nursing homes, variations in state approaches to home and community-based long-term care services, consumer-directed personal assistance services, private long-term care insurance, and cross-national comparisons of long-term care financing and organization. She is currently the ASPE project officer for the Cash and Counseling Demonstration and Evaluation, which is being co-sponsored by the Robert Wood Johnson Foundation. She is also the ASPE project officer for the Home and Community-Based Resource Network, which is being co-sponsored by the Centers for Medicare and Medicaid Services.

    Gerald Eggert, PhD
    Executive Director, Monroe County Long Term Care Program, Inc., 349 West Commercial Street, Suite 2250, East Rochester, NY 14445
    Tel: 716-248-8770, Fax: 716-383-1728, E-mail: GMEggert@aol.com
    Affiliation: Researcher
    Gerald Eggert has been conducting HCFA (now CMS) demonstrations with Medicare waivers since 1985. He is the Principal Investigator for A Randomized Trial of Primary and Consumer-Directed Care for People with Chronic Illness (HCFA No.95-C-90467/2-01), which examines the use of a consumer-directed monthly voucher to purchase in-home services for an impaired Medicare population. He is also Principal Investigator for a companion study from the Office of Rural Health Policy, whose objective is to tailor the voucher intervention to a rural environment.

    Catherine M. Ellis
    National Coalition for Self-Determination, 453 South Orange Grove Boulevard, #5, Pasadena, CA, 91105
    Tel: 626-792-3605, Fax: 626-792-4727, E-mail: cathellis@aol.com
    Affiliation: Advocate and Trainer
    Catherine Ellis is the parent of a developmentally disabled young woman. She has been an advocate and trainer of parents and professionals on the local, state and national levels for 18 years. She is immediate past Chair of the California Developmental Disabilities Area Board 10, and immediate past Vice Chair of the California State Organization of Area Boards. She was a member of the first Project Leadership Class in Washington, DC in 2000, and is a founding member of the National Coalition on Self-Determination.

    Deborah K. Ellis
    Program Manager, Independent Choices, Arkansas Division of Aging and Adult Services, P.O. Box 1437, Little Rock, AR 72206
    Tel: 501-682-8082, Fax: 501-682-8706, E-mail: debby.ellis@medicaid.state.ar.us, Web site: http://www.independentchoices.com
    Deborah Ellis began working with the Arkansas Department of Human Services in 1989. For eight years she worked with Medicaid Management Information Systems and then writing Medicaid policy. During this time she helped to design system changes for Arkansas' Family Planning Waiver; created Edit, Audit and Procedure Code Reports for entire Medicaid system. While working with Medicaid she initiated the first Arkansas work groups to submit application for the Robert Wood Johnson Foundation Cash and Counseling Grant. In 1997, she began working with the IndependentChoices Program and does system design, implementation, monitoring, and works with participants and Counseling Fiscal Agent contractors.

    Alan Factor, PhD
    Research Assistant Professor/Associate Director, Rehabilitation Research and Training Center on Aging with Developmental Disabilities (M/C 626), University of Illinois at Chicago, 1640 West Roosevelt Road, Chicago, IL 60608-6904
    Tel: 312-413-1510, Fax: 312-996-6942, E-mail: afactor@uic.edu
    Affiliation: Researcher
    Alan Factor has conducted national studies of person-centered supports for older adults with developmental disabilities. He collaborated in developing and evaluating Person-Centered Planning for Later Life, which enables adults to actively plan for their later years by teaching aging concepts and choice-making skills and co-authored Guidelines for Promoting Choices and Options in the Community for Older Adults with Developmental Disabilities. Dr. Factor is currently evaluating the Robert Wood Johnson Foundation Independent Choices project to expand consumer-direction in the delivery of agency-based home care services by training older consumers with late-life onset disabilities and home care workers in the independent living philosophy, consumer-direction, and assistive technology.

    Mary Faherty
    Long Term Support Manager, LaCrosse County Human Services Department, 300 North 4th Street, LaCrosse, WI 54601
    Tel: 608-785-6062, Fax: 608-785-6443, E-mail: faherty.mary@co.la-crosse.wi.us
    Mary Faherty has worked for the past 25 years in county government within social service departments in Wisconsin. For the last eight years, she has worked in LaCrosse County in long-term support. In April 2000, she became the Director of the Care Management Organization for Family Care in LaCrosse. She is now the Long Term Support Manager for LaCrosse County Department of Human Services.

    Lynn Friss Feinberg, MSW
    Director of Research and Information Programs, Family Caregiver Alliance, 690 Market Street, Suite 600, San Francisco, CA 94104
    Tel: 415-434-3388, Fax: 415-434-3508, E-mail: lfeinberg@caregiver.org (2000 Article) (2000 Report)
    Lynn Friss Feinberg is the Director of Research and Information Programs at the San Francisco-based Family Caregiver Alliance (FCA) where she manages the agency's research, policy development, information clearinghouse, and technical assistance programs. She directs the Statewide Resources Consultant contract with the California Department of Mental Health, coordinating the cross-site replication of FCA's model family support program through a statewide system of 11 non-profit Caregiver Resource Centers in California. In addition, she is Co-Principal Investigator of a research study, funded by the Retirement Research Foundation, to examine decision-making and service use in caregiving families over time. Ms. Feinberg has over 20 years experience in the field of aging where she has also served as area agency planner and evaluator, and conducted policy research at the University of California, San Francisco. She is the author or co-author of over 30 publications and has lectured widely on family caregiving, long-term care systems development, and the interface of research and practice. She serves on the Board of Directors of the American Society on Aging (ASA); is a Delegate to the National Council on the Aging's National Institute on Community-Based Long-Term Care; an Associate Editor of The Journal of Mental Health and Aging; and a member of ASA's Generations Editorial Board. She holds a Master's degree in Social Welfare with a specialization in aging from the University of California, Berkeley.

    Dennis Fitzgibbons
    Director of Operations, Alpha One, 127 Main Street, South Portland, ME 04106
    Tel: 207-767-2189, Fax: 207-799-8346, E-mail: dennis_fitzgibbons@alpha-one.org
    Affiliation: Consumer Advocate and Service Provider
    Dennis Fitzgibbons is the Director of Operations for Alpha One, a nationally recognized Center for Independent Living based in South Portland, Maine. He is the Project Director of Home to the Community, a Robert Wood Johnson Foundation grant to Alpha One that is enabling people with disabilities to move out of Maine nursing homes and re-establish life in the community. Mr. Fitzgibbons has served on numerous long-term care public policy task forces at the state and national level. He has been instrumental in the development and administration of consumer-directed fiscal and supportive intermediary services for people with disabilities of all ages.

    Susan Flanagan
    Senior Consultant, EP&P Consulting, Inc., 1201 Pennsylvania Avenue, N.W., Suite 325, Washington, DC 20004
    Tel: 202-628-1134, Fax: 202-628-1140, E-mail: sflanagan@eppconsulting.com (Presentation) (2000 Article) (1997 Report)
    Susan Flanagan is a senior consultant at EP&P Consulting, Inc., in Washington, DC. She has over 19 years experience with long-term care and disability programs, finance and quality assurance on the federal, state and corporate levels. Ms. Flanagan has conducted extensive research on state and Medicaid-funded participant-driven support service programs for persons with disabilities of all ages and the use of various intermediary service organization (ISO) models to facilitate individuals' use of these programs. Her research has resulted in the completion of two reports for the U.S. Department of Health and Human Services' Office of the Assistant Secretary for Planning and Evaluation. They are: Consumer-Directed Attendant Services: How States Address Tax, Legal and Quality Assurance Issues (1994) and Using ISOs to Facilitate the Use of CD-PAS: Key Operational Issues for State Program Administrators (1997) with Pamela S. Green. She has assisted seven states and four county government human service agencies in developing and implementing self-determination projects that use participant-driven support services and intermediary services, and she is a frequent speaker on the topic. Ms. Flanagan is also an Adjunct Assistant Professor in the Health Services Department at the Boston University School of Public Health.

    John W. Foley
    Executive Director, The Arc of New Mexico, 3655 Carlisle N.E., Albuquerque, NM 87110
    Tel: 505-883-4630, Fax: 505-883-5564, E-mail: jfoley@arcnm.com
    John Foley is a parent of a 38-year-old daughter with a developmental disability. He has worked for The Arc at local, state, and national levels in organizational and public policy development in Nebraska and New Mexico. He directed a regional service system in Nebraska.

    Tommy Ford
    CLASS Unit Manager, Texas Department of Human Services, P.O. Box 149030, 701 West 51st Street, Austin, TX 78714-9030
    Tel: 512-438-3689, Fax: 512-438-5135, E-mail: tommy.ford@dhs.state.tx.us
    Affiliation: Home and Community-Based Medicaid Waiver Program Director
    Tommy Ford is a graduate of Baylor University with a B.A. in Secondary Education and an all-level Special Education endorsement with experience as a teacher and Vocational Assessment Coordinator. Mr. Ford was a Regional Director of nursing facilities, ICFs-MR, ICF-MR/RC, and 1915(c) waiver programs for a provider agency in Texas. He served on various state agency committees and on the board of Texas Health Care Association. Mr. Ford has been the Unit Manager of the CLASS program at the Texas Department of Human Services since November. CLASS will initiate the state's Vendor Fiscal Intermediary Option, followed by all other home and community-based programs in Texas.

    Wendy Fox-Grage
    Senior Policy Specialist, National Conference of State Legislatures, 444 North Capitol Street, N.W., Suite 515, Washington, DC 20001
    Tel: 202-624-3572, Fax: 202-737-1069, E-mail: wendy.fox-grage@ncsl.org
    Wendy Fox-Grage is a Senior Policy Specialist at the National Conference of State Legislatures (NCSL), a non-profit association that represents state legislators and legislative staff. She has been employed by NCSL (formerly the Intergovernmental Health Policy Project) for six years. In this position, she follows initiatives across the 50 states regarding aging, long-term care, and end-of-life issues. Specifically, she prepares analytic reports on state activities; provides technical assistance; writes articles for the biweekly newsletter; and conducts educational meetings for state legislators and legislative staff.

    Richard L. Fredrickson
    Vice President of Special Needs, AMERIGROUP, 399 Thornall Street, 9th Floor, Edison, NJ 08818
    Tel: 732-452-6046, Fax: 732-906-2021, E-mail: rfredric@amerigroupcorp.com
    Affiliation: Healthcare Plan
    Rick Fredrickson is responsible for the development and implementation of health care programs for people with disabilities for Amerigroup Corporation. Amerigroup is a public sector only managed care organization serving over 300,000 members in five states. Mr. Fredrickson served in a primary leadership role during the Star Plus, a pilot program for consumers with disabilities in Houston, Texas. This innovative program combined acute health and behavioral health services with home and community supports within an integrated care coordination setting. The program serves over 55,000 consumers. Currently, he is leading Amerigroup's efforts in the roll-out of managed care for people with disabilities in New Jersey. Previously, Mr. Fredrickson served in a leadership capacity with United Healthcare in Miami, Florida, in the nursing home diversion pilot, ElderCare. Additionally, he serves on the board of Easter Seals NJ; the advisory board of the Camden County Disabled Services; and the NJ Aged, Blind and Disabled Task Force. He is an avid advocate of consumer choices and direction in all healthcare and community support decisions. He has authored several position papers and presented on "Advocacy from Within Healthcare Systems" to managed care professional, consumers, and caregivers.

    William E. Fuller, LSW, MBA
    Consultant, PAAS, 156 Cole Lane, Winchester, VA, 22602
    Tel: 804-225-3128, E-mail: buffel@wmfuller.com
    William Fuller had polio at age two. He walked with braces and crutches until 1988 when wheelchair technology and general accessibility improved to the point where he could get around in a wheelchair faster than on braces and crutches. Mr. Fuller graduated from West Virginia University in 1973 with a degree in Social Work and began a career with the West Virginia Department of Vocational Rehabilitation. He began as a rehabilitation counselor in 1974 and received a promotion to Administrator of the Elkins, West Virginia, region in 1975. Mr. Fuller left the department in 1980 to pursue his interests in business and opened a hardware store that he operated successfully until 1982 when he accepted an appointment as Director of Finance and Development at Grafton School in Berryville, Virginia, a school for children with autism. While working at Grafton School, Mr. Fuller earned a Master's degree in Business Administration from Shenandoah University where he concentrated in Finance and Information Management. Subsequently, he accepted an appointment as Executive Director of Access Independence, an independent living center serving severely disabled people in the Northern Shenandoah Valley. In 1995, he designed the fiscal intermediary PAS system still in use in Virginia. In 1997, Mr. Fuller opened a consulting firm, Paragon Consulting, working with groups interested in improving independence and choice for people with very serious disabilities. He holds several prestigious awards including the President's Award, the Disabled Businessman of the Year award, and the National Disabled Scholar Award. He is a former wheelchair athlete and nine-time finisher of the Marine Corps Marathon. Mr. Fuller is a Ph.D. candidate in Urban Services at Virginia Commonwealth University. He has published several articles in the field of disability policy and recently completed a Legislative Housing Study for the Virginia General Assembly, Disability Services Commission chaired by Lt. Governor John Hager.

    Robert Gallant
    Executive Director, Highland Valley Elder Services, 1320 Riverside Drive, Suite B, Northhampton, MA 01062
    Tel: 413-586-2000, Fax: 413-584-7076, E-mail: qll@highlandvalley.org
    Affiliation: Consumer Advocate
    Robert Gallant holds Masters degrees from Middlebury and Columbia University Teachers Colleges. He was President of Center for Understanding Aging and Massachusetts Intergenerational Network, and had a gubernatorial appointment on the Massachusetts Community Service Commission. He is Executive Director of Highland Valley Elder Services, a non-profit Area Agency on Aging, and Home Care Corporation, linking Western Massachusetts elders to resources for Quality Long Living. He is nationally recognized for innovative, empowering and positive approaches to aging, and developed Massachusetts's piloting of Consumer Direction in Community-Based Long Term Care for statewide implementation. Mr. Gallant is a graduate of National Leadership Institute on Aging, and gives presentation on increasing participant and community empowerment.

    Raymond Gerke
    Self Advocate, WRC, 1251 334th Street, Woodward, IA 50276
    Tel: 515-438-3139, Fax: 515-438-3122, E-mail: rgerke@dhs.state.ia.us
    Raymond Gerke has worked for WRC since 1977. His positions are Co-Chairperson on the Human Rights Committee, Chairperson for the Environmental Awareness Committee, Committee member of the Equal Employment Opportunity Committee. He is also the main staff support for the Woodward Client Council, offering technical support, training activities in self-advocacy and self-determination, and assists management by bringing issues to the Council for input, arranging for a representative from management to give presentations. He has been associated with several organizations within Iowa over the last 30 years. Including United Cerebral Palsy of Iowa; Arc of Iowa; Arc Dallas County, National Association for Persons in Supported Employment; Iowa Association for Persons in Supported Employment; Legal Services Corporation of Iowa, South Central Region; Mental Health/Developmental Disabilities/Brain Injury Advisory Council for Dallas County; System Change Network; Department of Vocational Rehabilitation Services, Independent Living Advisory Council; Personal Assistant Service/Comprehensive Family Services Council; and Medicaid Infrastructure Grant Workgroup for Personal Attendant Services.

    Robert M. Gettings
    Executive Director, National Association of State Directors of Developmental Disabilities Services, 113 Oronoco Street, Alexandria, VA 22314
    Tel: 703-683-4202, Fax: 703-684-1395, E-mail: rgettings@nasddds.org
    Robert Gettings has served as Executive Director of the National Association of State Director of Developmental Disabilities Services since the organization opened its first headquarters office in 1970. In this capacity, he is responsible for representing the interests of the 50 state developmental disabilities agencies in Washington, DC and facilitating communication among the states concerning the most effective means of serving citizens with lifelong disabilities. Prior to joining the Association, Mr. Gettings was on the staff of the President's Committee on Mental Retardation and the National Association for Retarded Children. Mr. Gettings has written and lectured extensively regarding the impact of federal legislative and administrative policy on the delivery of state and local services to persons with mental retardation and other developmental disabilities and is widely recognized as a leading expert in this area. He also helped many states solve a variety of service delivery problems over the years and, consequently, is well-versed in program developments and trends across the country. A Life Member of the American Association on Mental Retardation, he recently was recognized by the National Historic Trust on Mental Retardation as one of 36 major contributors to the mental retardation field during the 20th Century.

    Christine S. Gianopoulos
    Director, Bureau of Elder and Adult Services, Maine Department of Human Services, 11 State House Station, 35 Anthony Avenue, Augusta, ME 04333-0011
    Tel: 207-624-5335, Fax: 207-624-5361, E-mail: christine.gianopoulos@state.me.us
    Christine Gianopoulos has been the Director of the Bureau of Elder and Adult Services, Maine's State Unit on Aging, since 1987. The Bureau of Elder and Adult Services administers all state and federally funded programs for elders; the adult Protective and Public Guardianship programs; Medicaid home and community-based care service; the state's long-term care pre-admission assessment services; and the Certificate of Need program for nursing homes. Prior to joining the Bureau, she was a Research Associate at the University of Southern Maine's Edmund Muskie Institute of Public Affairs, specializing in the areas of vocational rehabilitation and independent living. Ms. Gianopoulos has a B.A. in Economics from the University of Pittsburgh and a M.P.A. from Syracuse University. Her professional and community affiliation include serving on the boards of the National Association of State Units on Aging and the Board for the Home and Community-Based Services Resource Network project sponsored by HCFA and ASPE. She is a past President of the NASUA. Closer to home, Ms. Gianopoulos serves on the board of the Rural Community Action Ministry, a local community development agency, as well as the Green Conservation commission.

    Gladys Gonzalez-Ramos, PhD
    Associate Professor of Social Work, School of Social Work, New York University, One Washington Square North, Room 309, New York, NY 10012
    Tel: 212-998-5932, Fax: 212-995-4836, E-mail: gmgl@nyu.edu
    Affiliation: Educator and Researcher
    Dr. Gladys Gonzalez-Ramos has been involved in program development, service delivery, research, and consultation to the Latino community for the past 20 years. As an experienced mental health practitioner, she has helped to establish and coordinate several mental health programs. More recently, she received private foundation funding to design model services for indigent patients with Parkinson's Disease and their caregivers. Dr. Gonzalez-Ramos is currently co-chairing a national task force for the development of comprehensive services for underserved communities with Parkinson's Disease.

    Rick Greene
    Policy Analyst, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201
    Tel: 202-205-2814, Fax: 202-260-1012, E-mail: rick.greene@aoa.gov
    Affiliation: Government
    Rick Greene is involved in implementing the National Family Caregiving Support Program and developing health promotion programs for older adults. Prior to joining the Administration on Aging, he was employed by the New Jersey Department of Health and Senior Services for almost 30 years where he administered numerous service programs for older adults and their caregivers.

    Gayle M. Hafner, JD
    Staff Attorney and Maryland ADAPT Organizer, Maryland Disability Law Center, 1800 North Charles Street, Suite 400, Baltimore, MD 21201
    Tel: 410-727-6352, Fax: 410-666-5080, E-mail: marylandadapt@yahoo.com
    Gayle Hafner has been disabled for 44 years, a wheelchair user for 35 years, a lawyer for 20, and a disability rights activist for 6 years. For most of her legal career, she has been a children's advocate. Ms. Hafner has successfully represented a child before the U.S. Supreme Court and thousands of children in foster/kinship care reform class actions. She served briefly as a state administrative law judge and advocated on behalf of hundreds of people with low incomes in four different states' programs. As one of the first OSI (Soros)-Baltimore Community Fellows, she helped empower kinship caregivers for children with disabilities to be more effective self-advocates and stronger voices with their children. Ms. Hafner's arrest record, though short, is an important as her advocacy record. She has recently started working with the P&A, MDLC.

    Ruth A. Hagestuen, RN, MA
    National Program Director, National Parkinson Foundation, 4147 Vincent Avenue South, Minneapolis, MN 55410
    Tel: 612-915-9126, Fax: 612-920-5276, E-mail: hagestuenr@aol.com
    Affiliation: Developer of Care Initiatives, Community Organizer and Consumer Advocate
    Ruth Hagestuen has a strong interest in the development of services designed to reach the whole Parkinson's community, providing resources to achieve the best possible quality of life. Her experience includes 15 years of leadership in a multi-disciplinary team process dedicated to the development of specialized, comprehensive services for persons with Parkinson's Disease. Ms. Hagestuen has recently joined the National Parkinson Foundation and works collaboratively to develop nationwide initiatives through networks of centers, chapters, and other interested partners/funders.

    John Halloran
    Managing Director, European Social Network, 8 Paston Place, Brighton BN2 1HA United Kingdom
    Tel: +44 1273 603546, Fax: +44 1273 670487, E-mail: john.halloran@socialeurope.com
    John Halloran is the Managing Director of the European Social Network, which represents 17 national associations of directors of public social welfare. He directs a number of European Commission funded social policy and good practice programs. Mr. Halloran previously worked as a consultant in change management, including research for the Department of Health and the Scottish Office. For 10 years he was a senior manager of public welfare services in the city of Brighton, responsible for residential and community services for the elderly, persons with disabilities, and family and child protection services.

    Cindy Hannum
    Assistant Administrator, Senior and Disabled Services Division, Oregon Department of Health Services, 500 Summer Street, N.E., #E13, Salem, OR 97301-1074
    Tel: 503-945-5833, Fax: 503-378-8966, E-mail: Cindy.HANNUM@state.or.us
    Cindy Hannum is the Assistant Administrator of Senior and Disabled Services Division overseeing long-term care quality programs including nursing facility, community-based care, and in-home care standards and programs. Ms. Hannum supervises nursing facility survey and certification, state licensing for all community-based care facilities, such as adult foster home and assisted living, and provider standards for all Medicaid nursing facility and community-based care programs. Ms. Hannum has 25 years experience in social service and long-term care programs for elderly and hold a B.A. degree from the University of Michigan.

    Melissa L. Harris
    Health Insurance Specialist, Centers for Medicare and Medicaid Services, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244
    Tel: 410-786-3397, Fax: 410-786-3262, E-mail: mharris1@cms.hhs.gov
    Affiliation: Government
    Melissa Harris has been with the Centers for Medicare and Medicaid Services (formerly the Health Care Financing Administration or HCFA) since 1995, after graduating with a B.S. degree in Accounting from Salisbury State University. She currently works in the Division of Integrated Health Systems, within the Disabled and Elderly Health Programs Group in HCFA's Center for Medicaid and State Operations. Her main responsibilities include Program of All-inclusive Care for the Elderly (PACE) policy and operations, and processing Section 1915(b) managed care waiver and Section 1115 demonstration proposals. Ms. Harris also oversees the management of funds awarded to five states to enhance the services provided to children with life-threatening conditions and their families.

    James L. Head, Jr.
    Senior Vice President, South Carolina Hospital Association, 101 Medical Circle, West Columbia, SC 29171
    Tel: 803-796-3080, Fax: 803-796-2938, E-mail: jhead@scha.org
    Affiliation: Researcher
    James Head presently serves as Senior Vice President of the South Carolina Hospital Association, where he is responsible for overall coordination of Association activities in the areas of health care finance, managed care, data, and continuum of care. Prior to coming to SCHA in 1979, he worked with Ernst and Whinney for five years as a health care consultant. A native of New York, Mr. Head attended the U.S. Military Academy for two years before receiving his undergraduate degree from Johns Hopkins University in 1972, and a M.B.A. from the Amos Tuck School at Dartmouth College in 1974. He is a Fellow in the American College of Healthcare Executives, a certified member of the American Society of Association Executives, and a Fellow and past National Board member of the Healthcare Financial Management Association.

    Leslie Hendrickson, PhD
    Assistant Commissioner, New Jersey Department of Health and Senior Services, P.O. Box 722, Trenton, NJ 08625-0722
    Tel: 609-588-2611, Fax: 609-588-3499, E-mail: lhendrickson@doh.state.nj.us
    Affiliation: State Medicaid Program
    Leslie Hendrickson supervises home and community-based Medicaid programs, pre-admission screening, the Community Choice Program, and field office operations in New Jersey. Prior to working with New Jersey, he worked in the Senior and Disabled Services Division of Oregon's Department of Human Resources. In Oregon, Dr. Hendrickson supervised in-home policy, eligibility, General Assistance policy, and provider relations. He has over 15 years of Medicaid experience and holds a Ph.D. in Sociology from the University of Oregon where he specialized in statistics and research methods.

    Chris Hess
    Assistant Director, Milwaukee County Department on Aging, 235 West Galena Street, Milwaukee, WI 53212
    Tel: 414-289-6104, Fax: 414-289-8590, E-mail: chess@milwaukeecounty.com
    Affiliation: Administrator
    Chris Hess oversees the Milwaukee County Department on Aging's Long Term Support programs. Her department is involved in piloting Family Care, Wisconsin's managed care initiative. Integral to this pilot is a program of Self-Directed Supports (SDS). The Milwaukee SDS model includes utilization of an Advanced Directive for Long Term Support, a curriculum to train elders for self-determination, and a SDS peer-support group.

    Judith E. Heumann
    President, Heumann and Associates, 3133 Connecticut Avenue, N.W., #427, Washington, DC 20008
    Tel: 202-332-5497, E-mail: judithheumann@aol.com
    Affiliation: Consultant, Disability Rights
    Judith Heumann served in the Clinton Administration's Department of Education as the Assistant Secretary for the Office of Special Education and Rehabilitation Services for the last eight years. Ms. Heumann was responsible for national programs in special education, disability research, vocational rehabilitation and independent living, serving youth and adults with disabilities. She now heads her own consulting firm, Heumann and Associates. She has assisted in legislation such as the Individuals with Disabilities Education Act and the Americans with Disabilities Act. She also helped establish the first public policy research think tank devoted to disability issues, known as the World Institute on Disability. An internationally recognized leader in the disability community, Ms. Heumann is a lifelong civil rights advocate for disadvantaged people.

    Nicolette (Nikki) Highsmith, MPA
    Director of Policy, Center for Health Care Strategies, 1009 Lenox Drive, Suite 204, Lawrenceville, NJ 08648
    Tel: 609-895-8101, Fax: 609-895-9648, E-mail: nh@chcs.org
    Nikki Highsmith is Director of Policy at the Center for Health Care Strategies, Inc., and is Director of the State Medicaid/CHIP Purchasing Institute. The State Medicaid/CHIP Purchasing Institute is a program designed to build the purchasing capacity of state Medicaid and SCHIP agencies. She also manages many of the Center's grantmaking and technical assistance activities under the Robert Wood Johnson Foundation's Medicaid Managed Care Program. The Center for Health Care Strategies is a non-profit, policy resource center that promotes high quality care for low income populations and people with chronic illnesses and disabilities. She has significant experience in Medicaid managed care, both as a state purchaser and a federal budget official. Previously, Ms. Highsmith was the Deputy Director of the Medicaid Managed Care Program for the State of Massachusetts were she purchased health care on behalf of 150,000 Medicaid beneficiaries. Ms. Highsmith was also a senior Medicaid analyst at the Office of Management and Budget, Executive Officer of the President in Washington, D.C., where she was responsible for approving Medicaid managed care waivers. She has a bachelor's degree in History from the University of Texas and holds a Master's degree in Public Administration from American University.

    Kendra Holden
    Participant, Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813
    Tel: 813-973-0374, E-mail: kendraholden@aol.com
    Affiliation: Consumer
    Kendra Holden, a moderately retarded lady, wants to improve her abilities. She volunteered 100 hours at the VA Hospital and helps two days a week at Hunters' Green Elementary with the physically impaired children. Ms. Holden also works at a workshop. She likes choosing her employees. Ms. Holden's father, her companion, taught her to use the computer and signed her up with E-Buddies, a program that provides e-mail friendships. Speaking at the Loyola University E-Buddy Conference was a huge accomplishment for this individual, a diabetic, who required intensive therapy to walk and talk.

    Kenneth Holden
    Participant, Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813
    Tel: 813-973-0374, E-mail: bigkenholden@aol.com
    Affiliation: Consumer
    Kenneth Holden, a moderately retarded man, is an insulin-dependent diabetic with other health problems. The freedom of choice has provided Mr. Holden with knowledgeable companions. He volunteers with the physically impaired children at Hunters' Green Elementary and works at a workshop. At age six, his father died, leaving him emotionally shattered. With his mother's remarriage, he developed a close relationship with his step-father. His step-father, his companion, taught Mr. Holden how to use the computer to e-mail. Mr. Holden was the first E-Buddy, a program of e-mail friendships and this was shared on the Oprah Winfrey Show recently.

    Claudia Hoppe
    Consumer Directed Care Outreach Coordinator, Florida Department of Elder Affairs, 4040 Esplanade Way, Tallahassee, FL 34399-7000
    Tel: 813-293-1230, Fax: 813-996-5139, E-mail: Cahoppe@earthlink.net
    Claudia Hoppe is the Outreach Coordinator for Consumer Directed Care with the Department of Elder Affairs. Ms. Hoppe obtained her degree in the field of Gerontology. She has expertise as a Geriatric Mental Health Counselor; Training Specialist, Case Manager; CDC Consultant; and a professional in the aging and social services professions. Ms. Hoppe worked as a research assistant at the Department of Aging and Mental Health at University of Southern Florida. She was the recipient of a graduate award for her research in "Pain Management in the Elderly" in conjunction with the Senior Adult Oncology Program at the Moffitt Cancer in Tampa, Florida. Her current responsibilities include the oversight of ten outreach specialists for consumer directed care covering 19 counties in the State of Florida.

    Mike Huckabee
    Governor of Arkansas, State Capitol, Little Rock, AR 72201
    Tel: 501-682-2345, Fax: 501-682-3597, E-mail: info@gov.state.ar.us
    Mike Huckabee became governor July 15, 1996. As lieutenant governor, he ascended to the office when the previous governor resigned. He became Arkansas' 44th elected governor November 3, 1998. Under Gov. Huckabee's leadership, Arkansas: Created ARKids First, which provides preventive and primary health insurance to children of working parents. Passed welfare reform measures that helped reduce welfare rolls by almost 50%. For the first time in state history saw a major, broad-based tax cut. Passed education reforms that encourage character education in schools, expand the availability of college scholarships, provide for the creation of charter schools and establish a new approach to workforce education. Passed the "Property Taxpayers' Bill of Rights." Passed legislation that simplifies auto registration, previously a time-consuming enterprise. Began the largest road construction project in Arkansas history. Saw to it that all of the tobacco settlement money was devoted to improving the health of Arkansans.

    Gail Gibson Hunt
    Executive Director, National Alliance for Caregiving, 4720 Montgomery Lane, Suite 642, Bethesda, MD 20814
    Tel: 301-718-8444, Fax: 301-652-7711, E-mail: gailhunt.nac@erols.com
    Affiliation: Research and Advocacy
    Gail Hunt is Executive Director of the National Alliance for Caregiving (NAC), a non-profit organization dedicated to conducting research and developing national programs for family caregivers and the professionals who serve them. Prior to heading NAC, Ms. Hunt was President of her own aging services consulting firm for 14 years. She conducted corporate elder care research for the National Institute on Aging and the Social Security Administration, developed training for caregivers with AARP and the American Occupational Therapy Association, and designed a corporate elder care program for EAP with the Employee Assistance Professional Association. Prior to having her own firm, she was a senior manager in charge of human services for the DC Office of KPMG Peat Marwick. She attended Vassar College and graduated from Columbia University in New York.

    Ed Hutton
    Technical Director, Centers for Medicare and Medicaid Services/CMSO, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244-1850
    Tel: 410-786-6616, Fax: 410-786-3262, E-mail: ehutton@cms.hhs.gov
    Affiliation: Researcher/Administrator
    Ed Hutton has 10+ years with HCFA (now CMS) designing, administering, and evaluating health services demonstrations. He contributes to Medicare and Medicaid demonstrations, which provide care for families, children, aged, and persons with disabling conditions. His current focus is Section 1115 demonstrations of consumer-directed care and service delivery for the aged and persons with disabling conditions; waiver programs of managed care for long-term care; and permanent provider status for PACE.

    Patricia Janik
    Program Specialist, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201
    Tel: 202-619-1352, Fax: 202-260-1012, E-mail: patricia.janik@aoa.gov
    Affiliation: Government Service
    Patricia Janik is a program specialist in the Office of State and Community Programs, whose are of concentration is home and community-based long-term care. She works on the new Caregiver program, the Alzheimer's Demonstration Grants to states, and other home and community-based services issues. Prior to this, Ms. Janik worked as a direct service provider.

    Rick Jelinek
    Executive Vice President, Business Development, Evercare, 9900 Bren Road East, Minnetonka, MN 55343
    Tel: 952-936-6847, Fax: 952-936-6902
    Rick Jelinek is Executive Vice President at Evercare, a division of UnitedHealth Group. Evercare is a national health care service organization focusing on the well-being of frail, elderly, and chronically ill individuals residing in an institution or within home and community-based settings. Evercare is a risk-based provider of Medicare and Medicaid programs and currently participates in several Medicaid managed long-term care initiatives across the country. Mr. Jelinek received has B.S. in Business Administration from the University of Southern California, and a Master's degree in Health Services Administration and a M.B.A. from the University of Michigan.

    Bobby P. Jindal
    Assistant Secretary for Planning and Evaluation, U.S. Department of Health and Human Services, 200 Independence Avenue, S.W., Washington, DC 20201
    Tel: 202-690-7858, Fax: 202-690-7383
    Bobby Jindal was sworn-in as the Assistant Secretary for Planning and Evaluation for the Department of Health and Human Services on July 9, 2001. Prior to joining HHS, he was the University of Louisiana System president, one of the largest higher education systems in the nation. During his tenure, Mr. Jindal was instrumental in raising graduation and retention rates, increasing private donations and the number of endowed chair positions. He also implemented the state’s first teacher guarantees and faculty rotation programs. In 1998, Mr. Jindal was named executive director of the National Bipartisan Commission on the Future of Medicare, a panel charged with developing a plan to reform Medicare. He brought with him expertise as Louisiana’s Department of Health and Hospitals Secretary, a position Mr. Jindal held from 1996 to 1998. As Secretary, Mr. Jindal was responsible for a $4 billion budget, and managed to eliminate the department’s $400 million deficit. He began his career as a consultant at McKinsey & Company. Mr. Jindal graduated magna cum laude from Brown University with degrees in biology and public policy. Mr. Jindal, a Rhodes scholar, received his Master’s degree in politics from Oxford University.

    Catriona Johnson
    Director of Public Policy Initiatives, Maryland Developmental Disabilities Council, 300 West Lexington Street, Box 10, Baltimore, MD 21201
    Tel: 410-333-3688, Fax: 410-333-3686, E-mail: catrionaj@md-council.org
    Affiliation: Parent, Advocate, Funder
    Catriona Johnson is the parent of an 8-year-old with autism and a Partners in Policymaking graduate. She now works professionally in the field developing and implementing systems-change activities in areas of early childhood, education, health, family and individual support services, and housing on behalf of individuals with disabilities. She monitors grants and serves on several task forces and committees, including the Special Education State Advisory Committee; State Interagency Coordinating Council; Developmental Disabilities Administration Family Support Services and Individuals Support Services Task Forces; Task Force on Educating Young Children with Autism; and Home of Your Own Coalition. Ms. Johnson previously worked in areas of violence against women.

    J. Rock Johnson, JD
    1342 South 11th Street, Lincoln, NE 68502-1219
    Tel: 402-484-0202, E-mail: jrock10@sprynet.com
    Affiliation: Advocate
    J. Rock Johnson's experience includes serving as Director on the Board of the Nebraska Protection and Advocacy Agency; NAMI, National Alliance for the Mentally Ill; and public representative on the behavioral health advisory committee, Joint Commission on the Accreditation of Healthcare Organizations; consultant to the Bazelon Center for Mental Health Law and Psycho-Social Rehabilitation Project in Sarajevo, Bosnia. He served on the Planning Board, Mental Health: A Report of the Surgeon General, and participated in the White House Conference on Mental Health. Mr. Johnson's interests include abolishing restraint use and establishing the concepts of advance directives, consumer-directed research and self-determination as normative for people with mental illnesses.

    Judith Miller Jones
    Director of National Health Policy Forum, Adjunct Professor for Department of Health Care Sciences, George Washington University, 2131 K Street, N.W., Suite 500, Washington, DC 20037
    Tel: 202-872-1390, Fax: 202-862-9837, E-mail: jmjones@gwu.edu
    Judith Miller Jones has been Director of the National Health Policy Forum (NHPF) at the George Washington University since its inception in 1972. The Forum is a non-profit educational program providing an informal, nonpartisan, off-the-record setting for congressional staff and federal agency officials to meet with experts from various health care arenas for discussions on a wide range of health policy issues. Over the years, the Forum has developed a unique role and reputation for its in-depth coverage of complex subjects, especially through its conduct of comprehensive site visits and publication of issue briefs and other documents that are highly regarded for their clarity and objectivity. Often referred to as the "institutional memory" of health policy, NHPF has spawned look-alike programs in Europe and a number of states, with many organizations now emulating various of its products and activities. In 1988, Ms. Jones became a member of the National Committee on Vital and Health Statistics and served as its chair from 1991 through 1996. This major advisory body to the Secretary of Health and Human Services addresses a wide variety of data-related issues, including administrative simplification and confidentiality. She is a lecturer at George Washington University, serves as a mentor at the Wharton School's Health Care Management Program, and on occasion consults with nonprofit groups across the country. Previously, Ms. Jones served as Special Assistant in the Office of the Deputy Assistant Secretary for Legislation in the Department of Health, Education and Welfare, and, before that, as Legislative Assistant to the late Sen. Winston L. Prouty (R-VT). Prior to her involvement in government, she worked in education and program management in the private sector.

    Meg Kane
    Parent/Advocate, 6813 Dearwester Drive, Cincinnati, OH 45236
    Tel: 513-984-3359, Fax: 513-984-1660, E-mail: aileen7@aol.com
    Affiliation: Parent Advocate
    Meg Kane is a parent advocate of a son with developmental disabilities. She received leadership training from Partners in Policymaking and Project Leadership in 2000. For three years, she has been part of a planning task force for the Southwest Ohio Alliance for Direct Support Professionals. In the past, Ms. Kane has participated in Ohio's Governor's Summit on Workforce Shortage for Direct Care staff, and worked as a job coach through the vocational rehabilitation agency, Jewish Vocational Services. She is currently serving on the newly formed Consumer Taskforce for the grants offered through HCFA (now CMS) and is also Vice Co-Chair of the National Coalition on Self-Determination. Ms. Kane graduated from the State University in New York at Albany with a B.S. in Medical Technology.

    Judith D. Kasper
    Professor, Department of Health Policy and Management, Johns Hopkins University, Bloomberg School of Public Health, 624 North Broadway, Baltimore, MD 21205
    Tel: 410-614-4016, Fax: 410-955-0470, E-mail: jkasper@jhsph.edu
    Affiliation: Researcher (1996 Report)
    Judith Kasper focuses on research related to health policy is disability and long-term care and assessment of needs for care and service provision to physically and mentally disabled people. She has published on the impact of variations in opportunities for consumer-directed care in Medicaid personal care programs (Doty, Kasper, and Litvak, 1996) and is particularly interested in the implications of greater consumer direction for elderly people.

    Kellie K. Kim-Sung, EdD
    Policy Research Analyst, Public Policy Institute, American Association of Retired Persons, 601 E Street, N.W. Washington, DC 20049
    Tel: 202-434-2225, E-mail: kellie@cox.rr.com
    Affiliation: Parent, Researcher
    Kellie Kim-Sung is the parent of a daughter with developmental disabilities and a researcher. She strongly believes that full participation of individuals with disabilities is not only the right of the people but also enriches our society. Through involvement in The Arc of Northern Virginia and participating in the year 2000 Project Leadership sponsored by the Administration on Developmental Disabilities, Dr. Kim-Sung has gained extensive up-to-date knowledge and understanding of the related policy implementation including self-determination. She tries to share what she has learned with other immigrant parents or caregivers of children or adults with disabilities through a personal web site in Korean language (http://my.netian.com/~rugrats/) so that they can become an educated consumer. Advocating for culturally and linguistically competent service provision for minorities is another area of interest for her.

    James R. Knickman, PhD
    Vice President of Research and Evaluation, Robert Wood Johnson Foundation, P.O. Box 2316, Princeton, NJ 08540
    Tel: 609-627-5959, Fax: 609-627-6415, E-mail: jknickman@rwjf.org
    Affiliation: Funder
    James Knickman is Vice President for Research and Evaluation at the Robert Wood Johnson Foundation (RWJ), one of the sponsors of the Cash and Counseling Initiative. At RWJ, Dr. Knickman has responsibility for external evaluations of national initiatives supported by the Foundation. He also is active in a range of grantmaking related to long-term care services. He led the team at RWJ that designed the Cash and Counseling Initiative with staff at ASPE and the national program office. Prior to joining the RWJ staff in 1992, Dr. Knickman was on the faculty at New York University where he conducted research on issues related to long-term care finance and delivery.

    Dennis L. Kodner
    Senior Vice President of Research and Innovation, Executive Director of the Institute for Applied Gerontology, Metropolitan Jewish Health System, 6323 Seventh Avenue, 3rd Floor, Brooklyn, NY 11220-4711
    Tel: 718-630-2550, Fax: 718-630-2559, E-mail: dkodner@iag.mjhs.org
    Affiliation: Researcher
    Dr. Dennis L. Kodner oversees strategic planning and R&D activities at Metropolitan Jewish Health System (MJHS)--a major "continuum of care" health system serving the elderly and other populations with chronic and disabling conditions. In addition, he directs the Institute for Applied Gerontology--which is MJHS's research and education arm--and is on the faculties of New York Medical College, New York University, and Maastricht University, in the Netherlands. Dr. Kodner's research, policy, and practice interests include health services for the elderly and people with disabilities, long-term care financing and delivery, home and community-based services, care management for vulnerable populations, managed care systems, chronic care management, and consumer-directed care. Dr. Kodner was one of the designers of the social health maintenance organization (HMO) demonstration and served as the first Executive Director of Elderplan--the Social HMO sponsored by MJHS. He is also the developer and Principal Investigator of HomeFirst--a new home-centered managed care program for the frail elderly with various consumer-directed features.

    Jan Kooistra
    1115 Waivers Specialist and Tribal Relations, Health Care Administration, Minnesota Department of Human Services, 444 Lafayette Road North, St. Paul, MN 55155-3852
    Tel: 651-296-1090, Fax: 651-215-9453, E-mail: jan.kooistra@state.mn.us
    Jan Kooistra has worked for the past 11 years in state government, with a focus on policy development and program planing for people with disabilities. In her current position with the Department of Human Services, she develops and oversees the implementation of 1115 waivers that demonstrate and evaluate consumer-directed service delivery models.

    Ken Lovan
    Vice President of Development, ResCare, 10140 Linn Station Road, Louisville, KY 40223-3813
    Tel: 502-394-2335, Fax: 502-394-2206, E-mail: Klovan@rescare.com
    Affiliation: Provider
    Ken Lovan has over 25 years of varied experience in the developmental disabilities field. He currently serves as Vice President of Development for ResCare, which is a large multi-state provider. During his 18 years with ResCare, he has worked in a variety of capacities and has participated in ResCare's growth in becoming one of the nation's leading private providers of services to persons with disabilities. Mr. Lovan's current position calls for working closely with national associations, state governments, local and regional boards, and with providers from around the country. As such, he has a unique exposure to and involvement in a vast array of service systems, trends and developments. Mr. Lovan is also working within ResCare to promote systems change and development of consumer-directed services. He also serves on the Board of Directors of ANCOR and is on a newly created "steering committee" for ANCOR's Campaign for Increased Medicaid Funding for Persons with Disabilities.

    Jane Isaacs Lowe, PhD
    Senior Program Officer, Robert Wood Johnson Foundation, Route 1 and College Road East, Princeton, NJ 08543
    Tel: 609-627-5786, Fax: 609-514-5409, E-mail: jlowe@rwjf.org
    Jane Isaacs Lowe is a Senior Program Officer at the Robert Wood Johnson Foundation. Before joining RWJF, she was a faculty member in the School of Social Work at the University of Pennsylvania. Prior to working at the university, she worked at Mt. Sinai Medical Center (New York City) where she served as a faculty member in the medical school's Department of Community Medicine and as a hospital social work administrator. Dr. Lowe has extensive experience in clinical social work, community-based health, program planning and interdisciplinary education. She earned her Bachelor's degree in Sociology and Education from Cedar Crest College, her Master's degree in Social Work from Columbia University and her Doctorate in Social Welfare Policy and Planning from Rutgers University.

    Cathy Ludlum
    Chair, Community Options Task Force/Olmstead, Connecticut Council of Persons with Disabilities, 46 St. James Street, Suite 16, Manchester, CT 06040
    Tel: 860-649-7110, E-mail: cludlum@coopinit.org
    Affiliation: Person with a Disability, Advocate for Housing and Support
    Cathy Ludlum's personal and professional activities focus on the inclusion of people with disabilities in all areas of community life. She incorporates writing, speaking, and facilitation of meetings on the development of individualized support systems and various models of home ownership. Ms. Ludlum was a founder of Co-op Initiatives, a nonprofit housing developer which works to create integrated, mutually supportive communities. She has written several books, including a manual on hiring personal assistants. Ms. Ludlum has been a leader in Connecticut's response to the Olmstead decision. She has been hiring personal assistants since 1988, and has lived in a housing cooperative since 1992.

    Beverly Lynch
    Parent Advocate, National Coalition on Self-Determination, 2045 Steve Drive, Paducah, KY 42003
    Tel: 270-575-3060, E-mail: blynch@apex.net
    Affiliation: Parent
    Beverly Lynch is a parent of a 10-year old son (Nevada) who has multiple complex disabilities. Nevada lives at home with his parents and is included in the 4th grade class at his neighborhood school. Ms. Lynch currently serves as a consumer representative on the Kentucky Developmental Disabilities Council; parent representative on the Kentucky Commission on Services and Supports for Individuals with Mental Retardation and Other Developmental Disabilities; and parent representative on the Person-Centered Funding subcommittee of the Kentucky Olmstead Plan Committee. Ms. Lynch is founding member of the National Coalition on Self-Determination; a 2000 graduate of Project Leadership; a 1996 graduate of Kentucky Partners in Policymaking; and a supporter of the Community Imperative.

    Kevin J. Mahoney, PhD
    Associate Professor, National Project Director for Cash and Counseling Demonstration and Evaluation, Boston College Graduate School of Social Work, McGuinn Hall, Room 306, 140 Commonwealth Avenue, Chestnut Hill, MA 02467
    Tel: 617-552-4039, Fax: 617-552-1975, E-mail: kevin.mahoney@bc.edu (Presentation) (2000 Article) (2000 Article)
    Kevin J. Mahoney is a faculty member at the Boston College Graduate School of Social Work where he serves as Associate Professor as well as National Program Director for the Cash and Counseling Demonstration and Evaluation, a policy-driven evaluation of one of the most unfettered forms of consumer direction of personal assistance services, funded by the Robert Wood Johnson Foundation and the Office of the Assistant Secretary for Planning and Evaluation at the U.S. Department of Health and Human Services. During his 25 year career in gerontology and long-term care, Dr. Mahoney has served in a number of policy making and administrative positions in the state governments of Connecticut and California. Prior to coming to Boston College in 1999, he held academic appointments at Yale University, the University of Connecticut, the University of California-San Francisco and the University of Maryland. From 1978 to 1987, Dr. Mahoney served as Chief of Research and Program Development at the Connecticut Department on Aging where he was responsible for that state's home care programs for the frail elderly. From 1987 to 1995, Dr. Mahoney developed and implemented innovative partnerships between private insurance and Medicaid to finance long-term care--first in the State of Connecticut and then in the State of California. An expert on state government and long-term care innovation, he speaks and writes extensively on consumer-direction, the roles of the public and private sectors in financing long-term care, long-term care insurance and care management. Most recently, Dr. Mahoney became Deputy Director of the Home and Community-Based Services Resource Network established by the U.S. Department of Health and Human Services.

    Lisa Mangieri
    7 Pinho Avenue, Carteret, NJ 07008
    Tel: 732-969-0716, E-mail: lisamangieri@compuserve.com
    Lisa Mangieri graduated Ramapo College in New Jersey with a B.A. in Psychology. While she lived on campus, she became a pilot member of the now successful PASP. Ms. Mangieri is a member of the Middlesex County Local Advisory Council on the Personal Assistance Services Program; wrote feature articles (1995-1997) for the Alliance for the Disabled in Action; and Monday Morning Advocacy Network of Middlesex County which gives people with disabilities a role in creating public policy. Additionally as a disabled consumer, she contributes to the Medical Assistance and Health Services Advisory Council which discusses plans for New Jersey Medicaid and the New Jersey Personal Preference Program, which empowers Medicaid consumers.

    Beth McArthur
    Director of Planning and Development, Connecticut Department of Mental Retardation, 460 Capital Avenue, Hartford, CT 06106
    Tel: 860-418-6132, Fax: 860-418-6003, E-mail: Beth.McArthur@po.state.ct.us
    Affiliation: State Administrator (Presentation)
    Beth McArthur served as one of the state's co-directors for the Robert Wood Johnson Foundation Self-Determination Initiative's 4-year grant that formally ended in January 2001. As Director of Planning and Development in the department's Strategic Leadership Center, she continues to lead the state's effort to shift its traditional service system to one that is self-directed by consumers and families. She has worked for the Department of Mental Retardation for over 20 years, directing and supporting system change initiatives including person-centered planning, positive behavioral supports, and quality improvement.

    Portia McCormack
    Director of Membership Outreach, Independence Care System, 257 Park Avenue South, 2nd Floor, New York, NY 10010-7304
    Tel: 212-584-2500, Fax: 212-584-2555, E-mail: mccormack@icsny.org
    Portia McCormack coordinates the marketing and enrollment activities of Independence Care System (ICS), a non-profit, Medicaid managed long-term care plan in New York City. ICS is especially designed to meet the needs of people with physical disabilities who are over the age of 21. ICS provides assistance to people with disabilities to manage their own individual care needs including facilitating access to consumer-directed personal assistance. Ms. McCormack has a Master's degree in Social Work from the Hunter College School of Social Work, and has many years of experience in health care practice and administration. In her previous position as the Corporate Director of Social Work Services for the New York City Health and Hospitals Corporation, Ms. McCormack frequently advocated for the younger disabled population who had difficulty accessing coordinated home and community-based care.

    Mark R. Meiners, PhD
    Associate Professor and Associate Director, University of Maryland Center on Aging, 1240 HHP Building, College Park, MD 20742
    Tel: 301-405-2532, Fax: 301-314-2025, E-mail: mm56@umail.umd.edu, Web site: www.inform.umd.edu/aging
    Mark Meiners is Associate Professor and Associate Director for the University of Maryland Center on Aging in College Park. He is the Director of the Robert Wood Johnson Foundation (RWJ) Medicare/Medicaid Integration Program, an initiative designed to help states develop new systems of care that better coordinate acute, post-acute, and long-term care. He is also the Director of RWJ Partnership for Long-Term Care, an innovative state-based long-term care insurance program, and has led this initiative since its beginning in 1987. Dr. Meiners holds a Ph.D. and M.A. in Economics from Georgetown University, and a B.A. from the University of Wisconsin. Dr. Meiners specializes in the areas of aging and health with emphasis on financing and reimbursement issues. He has written numerous publications including articles on nursing home costs, long-term care insurance, and cost of illness analysis. Dr. Meiners is nationally recognized as one of the leading experts on financing and program development in long-term care. His path-breaking research on long-term care insurance has been a major catalyst to the current interest in this topic. He has been voted one of the 100 most influential people in long-term care by McKnight's Long-Term Care News Editorial Advisory Board.

    Michael Morris
    Senior Vice President, Community Options, Inc., 1130 17th Street, N.W., Suite 430, Washington, DC 20036-4641
    Tel: 202-721-0120, Fax: 202-721-0124, E-mail: michael.morris@comop.org
    Affiliation: Researcher, Advocate
    Michael Morris is the Director of the Center on Innovations established by Community Options, Inc., in 1998 in Washington, D.C. The Center is currently involved in a dozen research and demonstration projects that are regional or national in scope. A common strand among projects is a focus on empowerment and advancing self-sufficiency of individuals with disabilities. Two major projects of the Center is the U.S. Department of Education and NIDRR funded Research and Training Center on Workforce Investment and Employment Policy for Persons with Disabilities and the Administration with Developmental Disabilities funded Project Leadership which is building a nationwide network of parent and self-advocate leaders with advanced knowledge and skills in public policy development at a federal level to advance self-determination. Mr. Morris has over 20 years of experience at a state and federal level in systems change activities focused on problem solving through dialogue with diverse stakeholders; demonstration activities in partnership with government, corporations, communities, individuals with disabilities and families; and training activities to overcome challenges to individual choice and equal opportunity. Mr. Morris has a Juris Doctor degree from Emory University School of Law. He is a former Counsel to the U.S. Senate Subcommittee on the Handicapped and Small Business Committee. He was employed by United Cerebral Palsy Associations for 14 years, first as Director of Government Relations and in his last two years as National Executive Director. In 1981, he came to Washington, D.C. as the first Kennedy Foundation Public Policy Fellow.

    Charles Moseley, EdD
    Director, University of New Hampshire, Institute on Disability, National Program Office on Self-Determination, 7 Leavitt Lane, Suite 101, Durham, NH 03824-3522
    Tel: 603-862-4810, Fax: 603-862-0615, E-mail: chas.moseley@unh.edu
    Affiliation: Researcher (1999 Article) (Report)
    Charles Moseley is the Director of the National Program Office on Self-Determination at the Institute on Disability and an Adjunct Professor at the University of New Hampshire. As Director of the Self-Determination Project, he manages contracts and provides technical assistance to states, individuals, and people with disabilities on self-directed supports and alternatives to managed care. Prior to working at the National Program Office on Self-Determination, he was the Director of the Vermont Division of Developmental Services where he led the efforts to close the state's institution, transition services for individuals with developmental disabilities to individualized community-based alternatives, and restructure the service delivery system to incorporate principles of self-directed services. Dr. Moseley has consulted nationally and internationally with states and organizations on individualized support alternatives, public policy and the development of effective strategies to change service delivery systems to implement the principles of self-determination. He holds a Doctorate in Special Education from Syracuse University.

    Cindy Moseley
    Corporate Operations Manager/Senior Financial Supervisor, Aspen Management Group LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205
    Tel: 501-217-8123, Fax: 501-217-8125, E-mail: moseleycindy@aol.com
    Affiliation: Counseling/Fiscal Agency
    Cindy Moseley has served in account management and operations functions in health care for over 13 years. She has served roles in physician practice management, medical financial services and direct customer services to health care consumers in a variety of medical practice settings. In 1998, Ms. Moseley served an instrumental role in the implementation of the first counseling and fiscal agency in the State of Arkansas involved in the IndependentChoices consumer-direction program for personal care. As Senior Financial Supervisor, she continues to oversee the provision of financial services within the counseling/fiscal agency of Aspen Management Group.

    David Murday
    Assistant Director for Health Policy, Center for Health Services and Policy Research, University of South Carolina School of Public Health, Columbia, SC 28208
    Tel: 803-777-0692, Fax: 803-777-8065, E-mail: murday@sc.edu
    David Murday is Assistant Director for Health Policy, University of South Carolina (USC) Center for Health Services and Policy Research, and Adjunct Assistant Professor at the USC School of Public Health. His work at the Center includes funded projects working with consumer-directed services for the elderly and providing consultation to the USC State Traumatic Brain Injury Advisory Committee. Before joining the Center in 1995, he spent 10 years as Director of Research for the South Carolina General Assembly's Joint Legislative Health Care Planning and Oversight Committee. The Committee was responsible for monitoring and developing legislative initiatives involving health policy and health financing.

    Christopher M. Murtaugh
    Associate Director, Center for Home Care Policy and Research, Visiting Nurse Service of New York, 5 Penn Plaza, 11th Floor, New York, NY, 10001-1810
    Tel: 212-290-5997, Fax: 212-290-3756, E-mail: cmurtaug@vnsny.org
    Affiliation: Researcher
    Christopher Murtaugh joined the Research Center at the Visiting Nurse Service of New York in October 1996. At the Center, he is responsible for directing policy relevant studies concerning access to and the cost, quality and outcomes of home and community-based care. Currently, Mr. Murtaugh is conducting research on state financing and delivery systems for home and community-based services and how these impact elders' use of formal and informal home care. Prior to joining the Center, Mr. Murtaugh worked for the Agency for Health Care Policy and Research (now AHRQ) where he was the principal or co-principal investigator for numerous studies of elderly persons with disabilities.

    Bern Myers, JD
    Executive Director, Barrier Free Futures, Inc., P.O. Box 4495, Santa Fe, NM 87502
    Tel: 505-670-1251, Fax: 505-473-5887, E-mail: barrierfree@qwest.net
    Affiliation: Consumer Advocate
    Bern Myers is the Executive Director of Barrier Free Futures, Inc., which assisted the New Mexico Medicaid division to seek and receive legislative approval and funding for inclusion of the optional coverage for both consumer-directed personal care and for the category of working disabled individuals in the Medicaid program.

    Thomas Nerney
    Director, Center for Self-Determination, 35425 Michigan Avenue West, Wayne, MN 48184
    Tel: 734-722-6262, Fax: 734-467-7639, E-mail: tomnerney@earthlink.net
    Affiliation: Director (2000 Article)
    Thomas Nerney directs the Center for Self-Determination which includes self advocates, family members, and professionals from around the country who have acquired extensive experience in self-determination from design to implementation. He served as Co-Director of the Robert Wood Johnson Foundation's National Program Office on Self-Determination, and directed RWJ's first pilot on Self-Determination in New Hampshire. Mr. Nerney articulated the theory and implications of self-determination in a series of monographs and papers beginning a decade ago. The Center's work today concentrates on second generation issues in self-determination including pervasive poverty and lack of freedom for individuals with disabilities.

    Darlene (Dee) O'Connor, PhD
    National Project Director, HCBS Resource Network, Boston College Graduate School of Social Work, Room 401, McGuinn Hall, Chestnut Hill, MA 02467
    Tel: 508-867-8884, Fax: 508-867-8885, E-mail: darlene.oconnor@bc.edu
    Affiliation: Policy Analyst
    Dee O'Connor is Associate Research Professor and National Project Director for the Home and Community-Based Services Resource Network, a collaborative project of ASPE and HCFA (now CMS), administered by the MEDSTAT Group and Boston College. She was previously Director of Health and Long-Term Care Policy for the Connecticut Department of Social Services where she led the state's Olmstead planning efforts.

    Nancy Olson
    Project Coordinator, Respite Care Association of Wisconsin, 4614 Fuller Street, Schofield, WI 54476
    Tel: 877-266-9207, Fax: 715-355-1522, E-mail: nolsonrn@aol.com
    Affiliation: Consumer, Consumer Advocate
    Nancy Olson is the Project Coordinator for the Respite Care Association of Wisconsin, and also a Registered Nurse and mother of two children with special needs. It was her family's need for community-based services that got her involved in the area of disability services and the unmet needs of other families that keep her involved. Ms. Olson's recent efforts involved working through the maze of interests that coalesced in a statewide respite initiative. Her work involved collaborations with grassroot folks all the way up to the interface with state legislators. After more than two years of concentrated effort, advocacy, education and coalition building, Wisconsin passed its first lifespan respite legislation. Ms. Olson is a member of numerous committees that are addressing ways to streamline and strengthen community-based services for individuals with disabilities and their families in Wisconsin. These committees include: the Children's Long Term Care Redesign Committee, the Legislative Council's Special Committee on Developmental Disabilities, the Survival Coalition, and the Lifespan Respite Care Taskforce. In January 2001, she was among those chosen to participate in the National Project Leadership class of 2001.

    Ronald L.G. Osterhout
    Executive Director, Personal Assistance Service Council, 4730 Woodman, Suite 405, Sherman Oaks, CA 91423
    Tel: 818-206-7006, Fax: 818-206-8000, E-mail: rosterhout@pascla.org
    Affiliation: Director, Public Authority
    Ronald Osterhout was educated with a BA and MBA in finance/economics coupled with graduate studies in law. He has spent a career in the public and private sectors in the United States and internationally. Mr. Osterhout was Coordinator of Government Affairs for Texaco, served as an auditor for the U.S. Army in Thailand, directed a career management firm as Senior Vice President; held a senior accounting position in the insurance industry, served at the Board level of a major arts organization raising substantial funds and currently holds the position of Executive Director of the Public Authority in Los Angeles County. In that position, he directly oversees the enhancement of the IHSS program. Mr. Osterhout has traveled the world, worked with foreign governments, as well as organizations aiding the disabled.

    Jim Parker
    Advocacy Projects Coordinator, New Mexico Governor's Committee on Concerns of the Handicapped, Room 117, Lamy Building, 491 Old Santa Fe Trail, Santa Fe, NM 87501
    Tel: 505-827-6465, Fax: 505-827-6328, E-mail: 103203.400@compuserve.com
    Jim Parker is an advocate for long-term service expansion and improvement in New Mexico and nationally (NCIL PAS subcommittee). He worked to institute State Medicaid Option for Personal Care, which has strong consumer control and direction component; and worked to bring Medicaid "buy-in" for working disabled individual to New Mexico. Mr. Parker is currently working on the 1115 Waiver Committee to combine waiver (excluding developmental disabilities) and nursing home funds under one umbrella; also with a strong consumer control and direction component. Mr. Parker is a long-term ADAPT advocate for MiCASSA and accessible transportation, and a DRACH housing advocate. He worked for two independent living centers (Ability Center, Las Cruces, New Mexico; and Atlantis Community, Denver); City of El Paso, Texas; with 10 years as newspaper reporter/editor. He was a VISTA Volunteer for Coalition of Texans with Disabilities.

    Trudy Persky
    604 South Washington Square, Apt. #1602, Philadelphia, PA 29106
    Tel: 215-592-8281, Fax: 215-592-6408, E-mail: TrudyPers@aol.com
    Affiliation: Consumer Advocate
    Trudy Persky has experience as a clinical social worker that spans four decades. In addition to founding a Mental Health-Aging Advocacy organization in Philadelphia, she has been a member of the Pennsylvania Mental Health Planning Council advocating for improved elderly mental health care. Currently, Ms. Persky is the co-facilitator of the Mental Health Consumer Council for a SAMHSA project based at the University of Pennsylvania and ten other sites in the nation. She is also Consumer Council Facilitator for the Philadelphia COMHAR Mental Health Council Hispanic Outreach Project. In 1995, Ms. Persky was a member of the White House Conference on Aging Pennsylvania Delegation.

    Larry Polivka, PhD
    Director, Florida Policy Exchange Center on Aging, USF 30437, 4202 East Fowler Avenue, Tampa, FL 33620-3043
    Tel: 813-974-3468, Fax: 813-974-5788, E-mail: lpolivka@admin.usf.edu
    Affiliation: Researcher
    Larry Polivka has served as Director of the Florida Policy Exchange Center on Aging at the University of South Florida since September 1992. Prior to this, Dr. Polivka worked at the State of Florida's Health and Rehabilitative Services as Assistant Secretary for Aging and Adult Services from August 1989 through September 1992, and as Policy Coordinator for Health and Human Services, Office of Planning and Budget, Executive Office of the Governor from August 1986 through August 1989. The Policy Exchange Center conducts policy analysis and applied research projects designed to generate information for use by state and national policymakers. The major priorities of the Center are health care reform, long-term care, housing and legal/ethical issues. The Center publishes several reports annually, including the bi-annual publication Aging Research and Policy Report. Dr. Polivka is Co-Editor of the Journal of Aging and Identity and the author of several articles on humanities and aging.

    Bobbie Quilleon
    Florida Developmental Disabilities Consumer-Directed Care Project, 9437 Rockrose Drive, Tampa, FL 33647-2813
    Tel: 813-973-0374, E-mail: bobbiequilleon@aol.com
    Affiliation: Consumer Advocate
    Bobbie Quilleon is the parent of five children, two of who are mentally retarded (Kenneth and Kendra Holden). She has been an advocate for people with mental retardation her entire adult life. A graduate of Texas Woman's University with a degree in English and journalism, Ms. Quilleon has used her writing and speaking skills to promote programs for the mentally retarded. Experiencing constant frustration with lack of med-waiver services, she is excited to participate in the experimental group. Freedom of choice enables her to enhance her children's social skills, build on their self-esteem, and seek programs that rekindle their learning abilities.

    Tom Reimers
    Project Director, Consumer-Directed Care Project, Florida Department of Elder Affairs, 4040 Esplanade Way, Room 280H, Tallahassee, FL 32399-7000
    Tel: 850-414-2115, Fax: 850-414-2008, E-mail: reimerst@elderaffairs.org
    Affiliation: RWJ Grantee
    Tom Reimers is the Project Director for Florida's Consumer-Directed Care Project, one of the Robert Wood Johnson Foundation's Cash and Counseling research projects. He is employed by the Florida Department of Elder Affairs, Division of Statewide Community-Based Services. Prior to joining the Consumer-Directed Care Project, he was the Coordinator of the agency's Education, Wellness and Volunteers Initiatives. Mr. Reimers has more than 19 years of management experience in state and city government and the private sector. He was previously employed in the recreation management field for 14 years. Born in New York and raised in North Carolina, Mr. Reimers earned a B.A. in Business Management from North Carolina State University in 1981.

    Susan Reinhard, PhD
    Co-Director, Center for State Health Policy, Rutgers University, 317 George Street, Suite 400, New Brunswick, NJ 08901-2008
    Tel: 732-932-3105 x230, Fax: 732-932-0069, E-mail: Sreinhard@cshp.rutgers.edu
    Affiliation: Researcher, Policy
    Dr. Susan Reinhard is the Co-Director of Health Policy at Rutgers University's Center for State Health Policy. She is also the Executive Director of the Center for Medicare Education in Washington, D.C. Dr. Reinhard investigates and disseminates innovative practices in long-term care, consumer education, workforce, and other critical areas will affect the future of long-term care services. Prior to these appointments, Dr. Reinhard was the Deputy Commissioner of the New Jersey Department of Health and Senior Services, where she supervised quality oversight of long-term care, developed the Community Choice Counseling Program to help people transition from a nursing home to other long-term care options, and secured significant funding to initiate more home care for older adults and people with disabilities. Her background includes clinical care, education, research, policy development, and governmental relations. She holds a Master's degree in Nursing from the University of Cincinnati, and a Ph.D. in Sociology from Rutgers University.

    Judith Riggs
    Deputy to the Vice President for Policy, Alzheimer's Association, 1319 F Street, N.W., Suite 710, Washington, DC 20004
    Tel: 202-393-7737, Fax: 202-393-2109, E-mail: judith.riggs@alz.org
    Affiliation: Consumer Advocate
    Judith Riggs co-manages the Public Policy Office of the Alzheimer's Association in Washington, D.C., and directs initiatives designed to improve access to and quality of health and long-term care for people with dementia. Since 1988, the Association has been a lead organization in broad-based coalitions to improve financing and delivery of long-term care: first the Long Term Care Campaign and now Citizens for Long Term Care. She is author of numerous articles and publications on Alzheimer's and long-term care, including "The health and long-term care policy challenges of Alzheimer's disease," forthcoming in Aging and Mental Health (2001) 5 (Supplement 1).

    David Robar
    Public Information Coordinator, Granite State Independent Living, 21 Chenell Drive, P.O. Box 7268, Concord, NH 03302-7268
    Tel: 603-228-9680, Fax: 603-225-3304, E-mail: david.robar@gsil.org
    Affiliation: Consumer, Consumer Advocate, Direct Care Provider
    David Robar is the Public Information Coordinator at Granite State Independent Living (GSIL), New Hampshire's only consumer run, consumer controlled, community-based, cross disability independent living center. GSIL has administered a Personal Care Attendant Program for people with physical disabilities in New Hampshire since 1980. He became a consumer of disabilities services in 1990 when he sustained a spinal cord injury. Since then he has become a strong advocate on disability issues. Most recently he has been involved with the implementation of the Ticket to Work, Work Incentives Improvement Act.

    Lisa Rotegard
    Supervisor of Community Supports for Seniors, Minnesota Department of Human Services, 444 Lafayette Road, St. Paul, MN 55155-3844
    Tel: 651-297-3829, Fax: 651-296-9797, E-mail: lisa.rotegard@state.mn.us
    Affiliation: Funder, Developer, Regulator
    Lisa Rotegard currently supervises the Community Supports for Seniors unit within the Aging Initiative. This unit oversees policy development and implementation related to delivery and purchase of the home and community-based services programs including the Elderly Waiver, Alternative Care and Pre-Admission Screening and Consultation. Previous to her employment with the State of Minnesota, Ms. Rotegard served as a research scientist and consultant for the Center for Community Services at the University of Minnesota.

    Helen Coburn Roth
    Executive Director, OPTIONS for Independence, 1095 North Main, Logan, UT 84341
    Tel: 435-753-5353, Fax: 435-753-5390, E-mail: hroth@optionsind.org
    Affiliation: Consumer Advocate
    Helen Roth is a new member of the Home and Community-Based Services Resource Network Board where she is representing older people who have aged with disabilities. She also serves on the Board of the American Association of People with Disabilities, was a long time officer and member of the National Council on Independent Living, and is the immediate past President of the Association for Independent Living of Utah. Over a lifetime of service she has participated in many other activist groups including the League of Women Voters. Ms. Roth has a Master's degree from the Pennsylvania State University and has done extensive graduate work at Harvard University. She is a strong advocate for disability rights, consumer control, and cross disability issues.

    Maggie Scheie-Lurie
    Consumer Outreach Coordinator, National Alliance for the Mentally Ill, 2107 Wilson Boulevard, Suite 300, Arlington, VA 22201
    Tel: 703-516-7990, Fax: 703-524-7600, E-mail: maggie@nami.org
    Affiliation: Consumer Advocate
    Maggie Scheie-Lurie has worked for the National Alliance for the Mentally Ill (NAMI) for over 16 years, focusing on consumer empowerment programs. Currently, she provides technical assistance to NAMI's Consumer Council, its national network of consumer leaders. Coordinating its activities through the Executive Director's office, the Consumer Council promotes consumer involvement in NAMI policy initiatives, supports implementation of consumer education and support programs, and fosters consumer integration within local and state NAMI organizations. Ms. Scheie-Lurie has helped develop, manage, and provide training in NAMI consumer support and recovery education programs. She also managed NAMI's 800 Helpline for five years.

    Claudia Schlosberg
    Senior Civil Rights Analyst, HHS Office of Civil Rights, 200 Independence Avenue, S.W., Room 506F, Washington, DC 20201
    Tel: 202-619-1750, Fax: 202-619-3818, E-mail: claudia.schlosberg@hhs.gov
    Affiliation: Federal Government
    Claudia Schlosberg is a senior civil rights analyst and policy advisor with the Office of Civil Rights (OCR). She is responsible for developing federal policy to promote, monitor and enforce compliance with federal civil rights laws that prohibit discrimination based on race, color, national origin and disability in health and welfare programs funded by HHS. She advises the director, provides technical assistance to regional staff and assists in the investigation and resolution of OCR complaints. Ms. Schlosberg has nearly 20 years of experience as an attorney and policy analyst in the fields of health and civil rights. Prior to working for OCR, Ms. Schlosberg staffed the Washington, D.C. Office of the National Health Law Program where she was responsible for promoting access to health care for low-income people through federal legislative and administrative advocacy, policy analysis, litigation, training and technical assistance. Ms. Schlosberg also has worked for the Bazelon Center for Mental Health Law and the American Association of Retired Persons, where her primary responsibilities involved monitoring and promoting the rights of adults and seniors with disabilities to quality health care in the most integrated setting and on investigating individual and systemic complaints regarding quality care in mental hospitals, nursing homes and non-institutional, community-based settings. She has written extensively on health care rights, provided expert consultation to public and private entities, served as an expert witness and court monitor, conducted trainings nationwide on health care and quality and has taught health law and advocacy at the Columbus School of Law of the Catholic University of America. She received her law degree from Antioch School of Law in 1981, and graduated from Union College with a B.A. in History in 1976.

    Jennifer Schore
    Deputy Project Director, Cash and Counseling Evaluation, Mathematica Policy Research, Inc., P.O. Box 2393, Princeton, NJ 08543
    Tel: 609-275-2380, Fax: 609-799-0005, E-mail: jschore@mathematica-mpr.com
    Affiliation: Researcher (Presentation) (2000 Report)
    Jennifer Schore (M.S., M.S.W.) began her career as a health policy analyst on the Evaluation of the National Long-Term Care Channeling Demonstration, and has been with Mathematica since 1974. Her special interests are delivery systems for home and community-based services for elderly people and people with disabilities, and care coordination for people with chronic illnesses. Ms. Schore is currently Deputy Project Director for the Evaluation of the Cash and Counseling Demonstration, and Co-Principal Investigator for HCFA's Evaluation of Programs of Coordinated Care and Disease Management.

    Karl Schwarzkopf, PhD
    Deputy Director for Community Services, Division of Mental Health, Mental Retardation and Substance Abuse, Georgia Department of Human Resources, 2 Peachtree Street, N.W., Suite 22-108, Atlanta, GA 30303-3142
    Tel: 404-463-8929, Fax: 404-657-1137, E-mail: khschwarzkopf@dhr.state.ga.us
    Affiliation: State Agency Staff
    Karl Schwarzkopf has a Ph.D. in psychology and is experienced in the areas of disability, aging, and long-term care as a direct service provider, educator, and planner. He has developed and managed programs in almost all areas of health care and human services, including both public and private sector organizations. The main focus of Dr. Schwarzkopf's activities was on increasing community options for individuals in need of support.

    Mark Sciegaj
    Assistant Professor, Heller School, Brandeis University, Mail Stop 035, 415 South Street, Waltham, MA 02454-9110
    Tel: 781-736-3935, Fax: 781-736-3864, E-mail: sciegaj@brandeis.edu
    Affiliation: Researcher (Presentation)
    Mark Sciegaj is Chairperson of the Heller Graduate School Concentration in Aging and Disability. He is also on the senior staff of both the Schneider Institute for Health and the Starr Center for Mental Retardation. He was the Principal Investigator of a research project, funded by the Robert Wood Johnson Foundation that examined racial/ethnic differences in elder preferences for consumer-directed long-term care and has also examined these differences in elder judgments.

    Linda Shandera
    Long Term Care Services Coordination Program Manager, Nebraska Health and Human Services System, P.O. Box 95044, Lincoln, NE 68509-5044
    Tel: 402-471-9462, Fax: 402-471-6352, E-mail: linda.shandera@hhss.state.ne.us
    Linda Shandera is Manager of Nebraska's Services Coordination for Long Term Care System--Elderly, Adults and Children with Disabilities; Children with Special Health Care Needs; Early Intervention, HCBS Waiver. She was past Program Coordinator of HCBS Quality Improvement Process. Ms. Shandera is the Manager of HCBS, CSHCN and EI staff development (Co-Lead with Nebraska Department of Education). She has experience as a Child Protective Services and Adoption Supervisor.

    Vicki Shepard
    Vice President, Health Care Global Industry Group, EDS, 333 John Carlyle Street, Alexandria, VA 22314
    Tel: 703-837-4840, Fax: 703-836-9762, E-mail: vicki.shepard@eds.com
    Affiliation: Consumer Advocate, Care Provider
    Vicki Shepard has extensive leadership in public and private sectors: presidential appointee at Health and Human Services. She ran state agencies for two California governors. Ms. Shepard's expertise spans health care delivery. social services, aging and long-term care. She maintains close relationship with MIT Age Lab, and is active in professional, volunteer and advocacy organizations. Ms. Shepard also spent ten years as a primary caregiver.

    Lori Simon-Rusinowitz, MPH, PhD
    Deputy Project Director, Cash and Counseling Demonstration and Evaluation, University of Maryland Center on Aging, 2360 HHP Building, College Park, MD 20742
    Tel: 301-405-2548, E-mail: ls119@umail.umd.edu (Presentation) (2000 Article) (2000 Article)
    Lori Simon-Rusinowitz is a faculty member in the University of Maryland Department of Public and Community Health and Deputy Director of the Cash and Counseling Demonstration and Evaluation Project in the Center on Aging. Her research focus has been in the field of aging and disability policy issues for the past 14 years. As part of the Cash and Counseling Project, she has overseen a study of consumers' preferences for consumer-directed personal care. She has also conducted research concerning older worker issues. She has published extensively in both areas. Prior to joining the University of Maryland in1992, Dr. Simon-Rusinowitz held positions at the George Washington University National Health Policy Forum and The Gerontological Society of America. Dr. Simon-Rusinowitz earned a PhD in Health Policy at the University of Illinois at Chicago and an MPH from the University of Michigan.

    Rhonda Sloan
    Representative, Florida Developmental Disabilities Consumer-Directed Care Project, 503 West Idlewild Avenue, Tampa, FL 33604
    Tel: 803-237-3034, Fax: 813-237-8514, E-mail: sloans_2000@yahoo.com
    Affiliation: Parent/Consumer Advocate
    Rhonda Sloan, mother of Tanya Dickens, is a participant in the Consumer-Directed Care Project in Florida. This consumer driven project enables her to have complete control of her daughter's budget and services rendered. An advocate for all people with disabilities, Ms. Sloan has served on the Family Care Council and is on the Board of Directors for the Hillsborough Association for Retarded Citizens. Additionally, she is an Independent Information Coordinator contracted by the Department of Children and Families/Suncoast Region to present informational seminars on the Medicaid waiver in Florida to consumers and consumer families.

    Marcia E. Smith
    Chief Executive Officer, Evercare, 9900 Bren Road East, Minnetonka, MN 55343
    Tel: 952-936-6847, Fax: 952-936-6902, E-mail: marcia_e_smith@uhc.com
    Marcia Smith, CEO of Evercare, leads the strategic direction for this unique company that serves the needs of frail and vulnerable individuals in 16 states through contracts with HCFA (now CMS) and state Medicaid programs. Originally focused on providing enhanced medical care to frail elderly living in institutions, Evercare's recent acquisition of Lifemark Corporation created a comprehensive platform to serve the long-term care needs of individuals in community-based settings as well. Ms. Smith's broad-based managed care experience provides a firm foundation for her executive responsibilities at Evercare. Prior to Evercare, she led innovative strategies for evaluating the performance of health care delivery to improve service, cost and quality for United HealthCare's 20-plus owned and managed health plans. She also was instrumental in the introduction and application of the nation's first "Report Card," United HealthCare's tool for measuring health care delivery performance. She holds a B.S.N. from the University of Colorado and M.S.N. with emphasis on long-term care from George Mason University in Virginia.

    Robert Sneirson
    Systems Advocate, Boston Center for Independent Living, 95 Berkeley Street, Suite 206, Boston, MA 02116-6264
    Tel: 617-338-6665, Fax: 617-338-6661, E-mail: RSneirson@aol.com
    Affiliation: Consumer Advocate
    Robert Sneirson received a B.A. in Political Science from Tufts University in 1989 and an M.A. in Political Science from Boston University in 1993. From 1991-1996, he served on the Massachusetts Developmental Disabilities Council in various positions including a two-year stint as Secretary of the Council. Currently, Mr. Sneirson is Systems Advocate for the Boston Center for Independent Living. He is also the Chairperson of the Disability Policy Consortium, a statewide cross-disability policy development organization, and is a member of the 2000 Project Leadership Class.

    C. Edgar Spencer, MEd, MSW
    Director, Division of Developmental Disabilities/Special Populations, South Carolina Department of Mental Health, P.O. Box 485, Columbia, SC 29202
    Tel: 803-898-8579, Fax: 803-898-8347, E-mail: ces64@co.dmh.state.sc.us
    Affiliation: Program Manager
    Edgar Spencer holds a Master's degree in Education Administration from the University of South Carolina, and a Master's degree in Social Work from the Virginia Commonwealth University. As the Deputy Commissioner of Addictions, he interfaces facility and local center services with other state and federal systems, expands new services, evaluates ongoing ones, and relates to Probate Judges, 301 Commissions, SCCADA and area hospitals. From 1990 to now, Mr. Spencer has been directly responsible for South Carolina Department of Mental Health division for policy development, human and fiscal elements, programs, critical linkage and evaluation to local service system for the following areas: Hard of Hearing/Deaf; Developmental Disabilities; Community Pharmacy Consultation; Senior Services; Telepsychiatry System; Aiken and Berkeley Mental Health Centers; and Agency Disaster Response Network.

    Marie R. Squillace, PhD
    Senior Researcher, National Council on the Aging, Research and Demonstrations Division, 409 Third Street, S.W., Washington, DC 20024
    Tel: 202-479-6639, Fax: 202-479-0735, E-mail: marie.squillace@ncoa.org
    Affiliation: Researcher
    Marie Squillace is a Senior Researcher for the National Council on the Aging (NCOA), and Adjunct Researcher for the University of Maryland, Center on Aging. Dr. Squillace is the Principal Investigator for NCOA on a joint NASUA/NCOA project entitled, Mainstreaming Consumer Direction in the Aging Network. This RWJF project begins the second phase of NCOA's and NASUA's efforts to transfer models of consumer-direction from the disability arena into the aging service system and extends prior activities under RWJF's Independent Choices Program. At the University of Maryland, she is currently involved in exploratory research to understand and gauge interest in approaches to consumer-direction in managed care (specifically, plans that provide long-term care benefits under capitation agreements with their state Medicaid agencies). Prior to coming to NCOA in 2000, Dr. Squillace held an academic appointment at the University of Maryland as a Faculty Research Associate. In this position, she was involved in a study of consumers' preferences for consumer-directed personal care to inform the Cash and Counseling Demonstration and Evaluation funded by the Robert Wood Johnson Foundation and the Office of the Assistant Secretary for Planning and Evaluation at the U.S. Department of Health and Human Services.

    Tina Standing Soldier
    P.O. Box 345, Wanblee, SD 57577
    Affiliation: Consumer Advocate
    Tina Standing Soldier is a graduate of Partners in Policymaking, and is currently participating in Project Leadership. She is a mother and a grandmother. Her son, Harlan, has multiple disabilities and lives out-of-the-home because of a lack of services in their home community. Ms. Standing Soldier was the recipient of a National Hero Award.

    Glenn Stanton
    Deputy Director, Disabled and Elderly Health Programs Group, CMS Center for Medicaid and State Operations, 7500 Security Boulevard, S2-14-27, Baltimore, MD 21244
    Tel: 410-786-6768, Fax: 410-786-9004, E-mail: Gstanton@cms.hhs.gov
    Glenn Stanton has 20 years of service within the public health care sector at the county, state and federal levels, much of that time devoted to assisting persons with disabilities. His experiences have included managing the direct provision of supports and services for persons with disabilities as well as policy development and oversight. In his current role, within HCFA (now CMS), he provides leadership and organizational management for issues related to Medicaid state plan and waiver services directed to older adults and persons with disabilities. Previously, he was the Director for the Bureau of Quality Management and Service Innovation, within the Michigan Department of Community Health. During that time, he was responsible for the development and dissemination of innovative service and support models for persons with disabilities, including consumer-directed services and the development of person-centered planning practice guidelines for persons with mental illness and developmental disabilities. He was also responsible for the quality management system for Michigan's Medicaid specialty services and supports waiver. Prior to joining the State of Michigan, Mr. Stanton served as the Executive Director of a three-county Community Mental Health Service Program in Michigan. This agency managed and provided direct services and supports to persons with mental illness, developmental disabilities or substance abuse conditions.

    Susan Stoddard, PhD, FAICP
    President, InfoUse, 2560 Ninth Street, #216, Berkeley, CA 94710
    Tel: 510-549-6520, Fax: 510-549-6512, E-mail: sstoddard@infouse.com
    Affiliation: Researcher/Evaluator
    Susan Stoddard evaluated the Rehabilitation Services Administration's "Choice" program, examining the results of expanded consumer choice in vocational rehabilitation, as well as other disability and independent living programs. She has published a series of Chartbooks on Disability, including Work and Disability, and developed the Program Review process of the National Institute on Disability and Rehabilitation Research. Dr. Stoddard collaborated with the University of California at Los Angeles in ASPE's study of the client-directed model of Personal Assistance Services in California's IHSS program. InfoUse is currently developing interactive training for consumer-directed personal assistance services in the NIH SBIR program.

    Michael K. Stracener, MSW, LCSW
    Executive Director for Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205
    Tel: 501-217-8123, Fax: 501-217-8125, E-mail: mikestracener@aol.com
    Affiliation: Counseling Fiscal Agency
    Michael Stracener has been a Masters level counselor, social worker, medical case manager and health care manager for 19 years, providing services in the areas of mental health, geriatrics, physical disability, brain trauma and physical rehabilitation. His management roles have included Neuro-Rehabilitation Program Manager, Regional Operations Director for a multi-state rehabilitation company and Founder/Operating Partner of Aspen Management Group, LLC. As Executive Director for the Aspen Management Group Consumer-Directed Services, he established in 1998 the Counseling and Fiscal Agency providing services to the clients of the Arkansas Department of Aging and Adults Services IndependentChoices program, and continues to oversee the operations of the Counseling/Fiscal Agency.

    Michael J. Sturman
    Program Director, Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005
    Tel: 212-293-9999, Fax: 212-293-3040, E-mail: conceptscdpa@earthlink.net
    Michael Sturman has been in the health care field for 30 years, the last 15 years directing programs in the home care industry. Mr. Sturman received his B.A. in Psychology from Brooklyn College, New York, and his M.A. in Counseling and Educational Psychology from the University of Mississippi. He also served as a Commissioned Officer in the U.S. Army. Mr. Sturman is well known in the field of home care as a dedicated and enthusiastic professional committed to advocating for individuals with disabilities, and has recently been appointed to the position of Director of Concepts of Independence, Inc.

    Cathie Sullivan
    Home Care Policy Analyst, Service Employees International Union, 1313 L Street, N.W., Washington, DC 20005
    Tel: 202-898-3275, Fax: 202-898-3348, E-mail: sullivac@seiu.org
    Cathie Sullivan is a Home Care Policy Analyst with the Health Care Division at Service Employees International Union (SEIU/AFL-CIO) in Washington, D.C. She is responsible for providing research support for the union and its 175,000 member home care workers. Previously, Ms. Sullivan was Research Director at the National Association for Home Care in Washington, D.C. where she focused on the Medicare home health benefit. Prior to that, she worked as a research analyst at the Brookings Institution with a focus on long-term care financing and delivery. Ms. Sullivan received a Master's degree in Public Administration from New York University in 1992.

    Nancy R. Thaler
    Deputy Secretary for Mental Retardation, Pennsylvania Department of Public Welfare, P.O. Box 2675, Harrisburg, PA 17105-2675
    Tel: 717-787-3700, Fax: 717-787-6583, E-mail: nthaler@state.pa.us
    Affiliation: State Administrator
    Nancy Thaler has been Deputy Secretary for Mental Retardation in the Pennsylvania Department of Public Welfare since 1992. She served as the Director, Bureau of Community Programs for six years prior to being appointed Deputy Secretary. Before her career in state government, she worked for 16 years in a large non-profit agency in southeastern Pennsylvania, Ken-Crest Services. While with that agency, Ms. Thaler served eight years as a direct care worker, including four years as a house parent and another eight years in administrative positions. As Deputy Secretary for Mental Retardation, she is responsible for the state's services to people with mental retardation, including 1,800 people in state institutions, 75,000 people in the community, and a budget of $1,8 billion.

    Jane Tilly
    Senior Research Associate, The Urban Institute, 2100 M Street, N.W., Washington, DC 20037
    Tel: 202-261-5651, Fax: 202-223-1149, E-mail: jtilly@ui.urban.org
    Affiliation: Researcher (2000 Article)
    Jane Tilly has 17 years experience in public policy analysis and research related to Medicaid and disability policy. At present, she is conducting research in four areas: (1) Medicaid's role in state home and community services, (2) end-of-life care, (3) pharmaceutical assistance programs, and (4) long-term care workers. She also recently completed research on consumer-directed home and community services at the national and international levels. Before joining the Urban Institute, Dr. Tilly was Associate Director for Long-Term Care Policy Research at AARP. Her work there involved directing a team that conducted research on public benefit programs serving older persons. Her research responsibilities at AARP included consumer-directed services and state long-term care systems.

    Maggie Tinsman
    Iowa State Senator, 3541 East Kimberly Road, Davenport, IA 52807
    Tel: 563-359-3624, Fax: 563-359-6671, E-mail: mtinsma@legis.state.ia.us
    Maggie Tinsman, first elected to the Senate in 1988, is the current Chair of the Health and Human Rights Appropriations Subcommittee. She is also the Vice Chair of the Senate Human Resources Committee. Senator Tinsman serves on several health-related boards including the American Lung Association Board of Directors and the Tobacco-Use Control Commission. She is a former commissioner of the Department of Elder Affairs. She has co-sponsored several pieces of legislation to help senior citizens, including helping to establish the Senior Living Trust Fund. Senator Tinsman has worked hard over the last 12 years to eliminate the State tax on Social Security Benefits. She also initiated the allocation of additional funds for heating bill assistance for low-income senior citizens. She has worked to establish housing alternatives for seniors including group-family homes and assisted living homes. Senator Tinsman earned her Bachelor's degree from the University of Colorado and a Master's in Social Work from the University of Iowa.

    Karen Topper
    Advisor, Green Mountain Self-Advocates, 73 Main Street, Suite 401, Montpelier, VT 05602
    Tel: 802-229-2600, Fax: 802-223-2132, E-mail: vpsn@sover.net
    Affiliation: Advocate
    Karen Topper works as an advisor for Vermont's statewide self-advocacy network. She also supports a SABE board member. For years, Ms. Topper worked providing community services and supporting the inclusion of all students in regular education. She currently works as an advisory to self-advocates.

    Jean Tuller
    Special Programs Director, Disabled and Elderly Health Programs Group, CMS Center for Medicaid and State Operations, 7500 Security Boulevard, Mail Stop S2-14-26, Baltimore, MD 21244-1850
    Tel: 410-786-6815, Fax: 410-786-9004, E-mail: jtuller@cms.hhs.gov
    Affiliation: Federal Government
    Jean Tuller is the Special Programs Director for the National Program Office on Self-Determination at the University of New Hampshire. She is based in the Center for Medicaid and State Operations at HCFA (now CMS). Her policy analysis responsibilities include self-determination and the impact of the American with Disabilities Act, especially as it has been interpreted in the Olmstead v. L.C. Supreme Court decision. Ms. Tuller previously served as Project Director for the Maryland Self-Determination Initiative, a broad-based systems change effort. She holds a Master's degree in Public Administration from the University of Massachusetts, and graduated from the Senior Executive Management Program of the Kennedy School of Government at Harvard University.

    Theresa Turgeon
    Director, Office of Geriatric Services, Maine Department of Mental Health, Mental Retardation and Substance Abuse Services, State House, Station #40, Augusta, ME 04333
    Tel: 207-287-4245, Fax: 207-287-4268, E-mail: Theresa.Turgeon@state.me.us
    Affiliation: State Agency
    Theresa Turgeon served as an advocate for several disenfranchised individuals and groups for many years until four years ago, when she became the Director of the Office of Geriatric Services. When she first started, this office worked exclusively with issues related to older persons and mental health. In the past two years, it has expanded its focus to include older persons with disabilities and substance abuse issues.

    John J. Tuskan, Jr., RN, MSN
    Captain, U.S. Public Health Service, SAMHSA Center for Mental Health Services, 5600 Fishers Lane, Room 17C-05, Rockville, MD 20857
    Tel: 301-443-1761, Fax: 301-433-7912, E-mail: jtuskan@samhsa.gov
    Affiliation: Funder, Federal Project Officer
    John Tuskan is a Senior Program Management Officer in the Center for Mental Health Services (CMHS). He provides mental health technical assistance and consultation to the Office of Refugee Resettlement, and coordinates CMHS planning and funding for faith-based and community organizations.

    Sue Vaeth
    Senior Care Manager, Maryland Department of Aging, 301 West Preston Street, Room 1007, Baltimore, MD 21201
    Tel: 410-767-1108, Fax: 410-333-7943, E-mail: sjv@mail.ooa.state.md.us
    Affiliation: Funder
    Sue Vaeth manages the Senior Care Program, which provides case management and gapfilling services to frail elderly people. Gapfilling services include personal care, chore, transportation, medications, medical supplies, meals, emergency response systems and adult day care, as well as grants, so families can purchase services on their own.

    Laura Van Tosh
    Consultant, Van Tosh Consulting, 1533 West Falkland Lane, #336, Silver Spring, MD 20910
    Tel: 301-585-9455, Fax: 301-585-9467, E-mail: Lauravt@aol.com
    Affiliation: Consumer, Advocate
    Laura Van Tosh is an independent consultant and provides expertise in mental health policy development, analysis, and services research to a variety of organizations, including: government agencies; public and private health care organizations; university and research institutions; and national advocacy organizations. Ms. Van Tosh is founder and coordinator of the Mental Health Policy Roundtable--an educational forum funded by the John T. and Catherine T. MacArthur Foundation. The Roundtable is a knowledge-transfer effort designed to exchange information between established leaders in mental health policy with the next cadre of policy leaders in the mental health field. She has a team-oriented work approach and brings her experience to the following areas: behavioral health systems planning and oversight; consumer rights and education; quality assurance; health care reform; and, data and information. She has written extensively on health and mental health care consumer issues such as consumer-operated services, homelessness, quality and accountability, and served as a contributor and peer reviewer on the U.S. Surgeon General's Report on Mental Health. Ms. Van Tosh has been an active member of the mental health community for 15 years and has held various director-level positions in direct service and mental health policy settings. She is involved in her local community and serves on the Maryland State Mental Health Planning Council, the advisory council of the Maryland Disability Law Center, and she is a member of NAMI and On Our Own of Montgomery County. Ms. Van Tosh is a member of the Public Policy Committee of the National Association of State Mental Health Planning and Advisory Councils. She serves a member of the Expert Panel for the National Institute of Mental Health Constituent Outreach and Education Program. Ms. Van Tosh served on the Advisory Panel to the Rosalynn Carter 16th Annual Symposium on Mental Health Policy (2000), and is a former member of the Mental Health Statistics Improvement Program Policy Group. Ms. Van Tosh was awarded the Consumer Advocate Award from the International Association of Psychosocial Rehabilitation Services in 1997 and in 1991, she served on the Federal Task Force on Homelessness and Mental Illness Advisory Committee which issues the report, Outcasts on Mainstreet.

    Brenda Wamsley, MSW
    Executive Director, Center for Aging and Healthcare in West Virginia, Inc., 517 Market Street, Dils Center, Parkersburg, WV 26101
    Tel: 304-422-2853, Fax: 304-422-2856, E-mail: bwamsley@citynet.net
    Affiliation: Researcher
    Brenda Wamsley is Executive Director of a non-profit agency that specializes in conducting applied research on health and aging policy issues. She is Co-Principal Investigator for A Randomized Trial of Primary and Consumer-Directed Care for People with Chronic Illness, which examines the use of a consumer-directed monthly voucher to purchase in-home services for an impaired Medicare population. Ms. Wamsley is the Principal Investigator for a qualitative analysis entitled Medicare Vouchers for In-Home Care: A viable Policy Option? funded by the Retirement Research Foundation. Both studies are in progress. She is also a doctoral candidate at Case Western Reserve University.

    Sherry Watson
    Executive Director, San Juan Center for Independence, 504 North Main, Aztec, NM 87410
    Tel: 505-334-5805, Fax: 505-334-5528, E-mail: sjci@fisi.net
    Affiliation: Consumer Advocate, Consumer-Director Personal Care Option Provider
    Sherry Watson is a native of Aztec, New Mexico, and is the Executive Director of San Juan Center for Independence (SJCI). She has worked in the independent living movement for more than 10 years, in outreach, resource and management positions. Ms. Watson has extensive hands-on experience as well, in teaching independent living and self-advocacy skills, and in peer counseling, training and group facilitation. She also served as President of the National Head Injury Association Survivors Council and has served on many board and advisory committees responsible for overseeing independent living and traumatic brain injury activities. Currently, she is President of the New Mexico Protection and Advocacy Board of Directors and Vice President fo the New Mexico Governors Committee on Concerns of the Handicapped Board of Directors. SJCI is the fiscal intermediary for the Medicaid Consumer-Directed Personal Care Option. Ms. Watson graduated from Fort Lewis College and is a survivor of a severe traumatic brain injury.

    William F. West
    Program Administrator, Consumer Directed Attendant Support Program, Colorado Department of Health Care Policy and Financing, 1575 Sherman, 5th Floor, Denver, CO 80203
    Tel: 303-866-3358, Fax: 303-866-2573, E-mail: william.west@state.co.us
    Affiliation: State Program Staff, Consumer
    Bill West has worked with special populations since 1976, and he has a disability as well. Mr. West has worked in the areas of mental health, independent living, and state rehabilitation. He was a mediator with the Client Assistance Program; and he worked for the Colorado Assistive Technology Project for eight years. Mr. West has been the Administrator for the Consumer-Directed Attendant Support Program within the Colorado Department of Health Care Policy and Financing since 1998. He is also the coordinator for Olmstead planning for the Medicaid agency in Colorado.

    Gene Whitten-Legé, LMSW-ACP
    Administrator, In-Home Attendant Services, 1630 Elgin Street, Houston, TX 77004
    Tel: 713-528-6499, Fax: 713-523-8592, E-mail: ihas@swbell.net
    Affiliation: Direct Care Provider
    Gene Whitten-Legé is an Administrator and Co-Founder of In-Home Attendant Services (IHAS), which is privately owned and operated by he and his wife, Pat Whitten-Legé. They founded the company in 1996. I-HAS state contracts and three HMOs fund personal assistance services and emergency client services for aged and disabled persons living at home. Mr. Whitten-Legé is a Master's level licensed professional social worker. Following graduation from the University of Texas Graduate School of Social Work, his career began as a child protective service case worker and various management roles with the Texas State Department of Human Services. He served as Executive Director of non-profit human service organizations where he achieved national accreditation. As Executive Director of Houston's Harris County Child Welfare, Mr. Whitten-Legé provided a decade of leadership in program and policy development, public funding, and multi-agency initiatives. He has practiced individual and family psychotherapy privately and with privately funded organizations. For more than another decade, he worked with various home health agencies to develop and implement new programs for aged and disabled persons. Active at the statewide level in the development of programs designed to place more control in the hands of the service recipients, Mr. Whitten-Legé testifies and advocates for social programs at legislative hearings. He is currently named to a committee charged with implementing recent Texas legislation that mandates client-managed services as a consumer option statewide across several state agencies. The committee is developing a prototype model for one of the Medicaid programs that can be customized by other Medicaid programs.

    Pat Whitten-Legé, LMSW-AP
    Administrator, In-Home Attendant Services, 1630 Elgin Street, Houston, TX 77004, Tel: 713-528-6499, Fax: 713-523-8592, E-mail: patwl@swbell.net
    Affiliation: Direct Care Provider
    Pat Whitten-Legé is an Administrator and Co-Founder of In-Home Attendant Services (IHAS), which is privately owned and operated by her and her husband, Gene Whitten-Legé. They founded the company in 1996. I-HAS state contracts and three HMOs fund personal assistance services and emergency client services for aged and disabled persons living at home. Ms. Whitten-Legé is a Master's level licensed professional social worker. Following graduation from the University of Texas Graduate School of Social Work, her career began as a child protective service case worker and various management roles with the Texas State Department of Human Services. She served as Executive Director of non-profit human service organizations where she achieved national accreditation. As Executive Director of Crisis Intervention of Houston, a United Way agency, Ms. Whitten-Legé worked extensively with community volunteers and with private and corporate philanthropy. Ms. Whitten-Legé is also experienced in the management of state and federal contracts in the greater Houston area.

    Bob Williams
    Policy Advisor, United Cerebral Palsy Associations, 1601 North Springwood Drive, Silver Spring, MD 20910
    Tel: 202-973-7113, E-mail: bwilliams@ucp.org
    Bob Williams served as the Commissioner of the Administration on Developmental Disabilities and then as the Deputy Assistant Secretary for Disability, Aging and Long-Term Care Policy in the U.S. Department of Health and Human Services from 1993-2001. Prior to this, he worked for United Cerebral Palsy Associations (UCPA) on the passage of the Americans with Disabilities Act and the development of personal assistance policy. He also served as the Deputy Director of the Pratt Monitoring Office, which oversaw the closing of Forest Haven. In the spring of 2001, he rejoined the Government Activities Office of UCPA, and also currently serves as the Project Coordinator for the National Council on Disability's Study on the Implementation of the Constitutional Rights of Institutionalized Persons Act.

    Kristen Parker Wills
    Research Associate, Scripps Gerontology Center, Miami University, 396 Upham Hall, Oxford, OH 45056-1879
    Tel: 513-529-2914, Fax: 513-529-1476, E-mail: parkerkc@muohio.edu
    Affiliation: Researcher
    Kristen Parker Wills is a Research Associate at the Scripps Gerontology Center, where she is involved in several projects involving consumer voice and choice in long-term care. Her long-term care research focuses on the role of the case manager in consumer-directive initiatives in community-based long-term care program; consumer-direction implementation strategies; and training issues. Ms. Wills is currently the content coordinator for an upcoming regional conference sponsored by Scripps Gerontology Center that will feature presentations on consumer education initiatives, consumer satisfaction measures, and evaluations of consumer-directed demonstrations around the nation.

    Grace K. Wilson-Laudun
    CDPCS Program Director, Access Alaska, Inc., Independent Living Center, 3901 Taft Street, Suites A&B, Anchorage, AK 99517
    Tel: 907-248-4777, Fax: 907-248-0639, E-mail: amazing@pobox.alaska.net
    Grace Wilson-Laudum received a Bachelor of Social Work degree from the University of Alaska in 1999, and has worked as an Independent Living Specialist and certified Care Coordinator with Access Alaska, Inc. She is currently collaborating with advocates from across the state to develop Alaska's first Consumer-Directed Personal Care Services program. This effort involves the Division of Medical Assistance, the Division of Senior Services, the State Independent Living Council, consumers, personal care assistants, and the Independent Living Centers statewide.

    Greg Wintle
    Project Director, Kansas Division of Health Care Policy, 5th Floor North, Docking Building, 915 S.W. Harrison, Topeka, KS 66612-0557
    Tel: 785-296-3561, Fax: 785-296-0557, E-mail: WGW@srskansas.org
    Greg Wintle has assisted Kansans with developmental disabilities in a variety of capacities over the past 16 years. For the past six years, he was the Co-Executive Director of an agency that assists consumers and their families who self-direct their supports. In February 2001, he returned to the State of Kansas as the State Director of the Kansas Self-Determination Project.

    Buddy Wise, BSN, RN
    Program Administrator/Chief Operations Officer, Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205
    Tel: 501-217-8123, Fax: 501-217-8125, E-mail: e-buddwayne@aol.com
    Affiliation: Counseling/Fiscal Agency
    Buddy Wise received a Bachelor of Science in Nursing in 1996 from the University of Central Arkansas and since then has provided Registered Nursing services in emergency, critical care, consulting, and management settings. In his role as Program Manager for the Certified Nurse Assistant Training Division of Aspen Management Group, Mr. Wise was responsible for all aspects of operation including the design and implementation of training curriculum meeting state and federal guidelines for personal care services, phlebotomy services and certified nursing assisting. In his current role of Program Administrator/Chief Operations Officer, Mr. Wise manages all activities of the Independent Choices consumer-direction program of Aspen Management Group.

    John Wren
    Director, Office of Program Development, Administration on Aging, 330 Independence Avenue, S.W., Washington, DC 20201
    Tel: 202-260-1702, Fax: 202-260-1019, E-mail: john.wren@aoa.gov
    John Wren currently oversees the Administration on Aging's (AoA) discretionary grants program and its interagency policy agenda on home and community-based care. Prior to AoA, Mr. Wren was Vice President of the National Council on the Aging, and directed the National Aging Program at the Pew Charitable Trusts. He also worked for the New York State Office for the Aging as the Deputy for Policy and Program Development. He has an M.P.A. from the Maxwell School at Syracuse University, and received advanced training at Harvard University's Kennedy School of Government.

    Barbara York, LPN
    Senior Field Counselor, Independent Choices, Aspen Management Group, LLC, 8500 West Markham, Suite 200, Little Rock, AR 72205
    Tel: 501-217-8123, Fax: 501-217-8125, E-mail: e-aspenrehab@earthlink.net
    Affiliation: Consumer-Direction Counselor
    Barb York has been a Licensed Practical Nurse for 7 years, providing nursing services in the hospital, nursing home and physician office setting. In 1998, Ms. York became one of the first nursing professional in the State of Arkansas to provide counseling and training services to individuals participating the Arkansas consumer-direction program: Independent Choices. As a Field Counselor for Aspen Management Group, the Counseling/Fiscal Agency for consumer-direction services in Arkansas, Ms. York assisted in the development of training materials and service systems to assist program participants in achieving self-direction of personal care services. Currently, she serves as the Senior Field Counselor for Aspen Management Group. In this role, Ms. York trains and supervises the Aspen Field Counselor staff, and monitors the quality of field services provided.

    Muriel Zgardowski
    President, Concepts of Independence, Inc., 120 Wall Street, Suite 1010, New York, NY 10005
    Tel: 212-293-9999, Fax: 212-293-3040, E-mail: murielw23@aol.com
    Affiliation: Consumer Advocate
    Muriel Zgardowski is a retired commercial artist who ambulates by motorized wheelchair and is on life support owing to the fact that she has muscular dystrophy. She has been an advocate for disability rights for more than 30 years, and she is one of the founders of Concepts of Independent.

    [Table of Contents]

    WASHINGTON AREA INFORMATION

    Restaurant Guide

    AMERICAN

    America Restaurant, 50 Massachusetts Avenue, N.E., Washington, DC 20002, 202-682-9555
    HOURS: 11:30am-11:30pm, Sun-Thurs; 11:30am-12:30am, Fri-Sat
    ACCESSIBILITY: Handicap Accessible Downstairs
    DINNER ENTREES: $8 to $20
    LOCATION: Located inside Union Station

    Armand's Chicago Pizzeria, 226 Massachusetts Avenue, N.E., Washington, DC 20002, 202-547-6600
    HOURS: 11:30am-11:00pm
    ACCESSIBILITY: Handicap Accessible Downstairs
    DINNER ENTREES: $8 to $15
    LOCATION: Closest Metro Stop is Union Station

    Capitol City Brewing Company, 2 Massachusetts Avenue, N.E., Washington, DC, 202-842-2337
    HOURS: 4:30pm-11:00pm, Sun-Thurs; 4:30pm-12:00am, Fri-Sat
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $11 to $23
    LOCATION: Located right across the street from Union Station

    Old Ebbitt Grill, 675 15th Street, N.W., Washington, DC 20005, 202-347-4800
    HOURS: 7:30am-1:00am, Mon-Fri; 8:00am-1:00am, Sat; 9:30am-1:00am, Sun
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $10 to $25
    LOCATION: Closest Metro Stop is Metro Center

    The Occidental Grill, 1475 Pennsylvania Avenue, N.W., Washington, DC 20004, 202-783-1475
    HOURS: 4:30pm-10:30, Mon-Thurs; 4:30pm-11:00, Fri-Sat; 4:00pm-9:30pm, Sun
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $18 to $33
    LOCATION: Closest Metro Stop is Metro Center

    Two Quail, 320 Massachusetts Avenue, N.E., Washington, DC 20004, 202-347-4499
    HOURS: 5:30pm-10:00pm, Sun-Thurs; 5:30pm-11:00pm, Fri-Sat
    ACCESSIBILITY: Not Handicap Accessible
    DINNER ENTREES: $15 to $24
    LOCATION: Closest Metro Stop is Union Station

    GERMAN

    Cafe Berlin, 322 Massachusetts Avenue, N.E., Washington, DC 20002, 202-543-7656
    HOURS: 11:00am-10:00pm, Mon-Fri; 12:00pm-11:00pm, Sat; 4:00pm-10:00pm, Sun
    ACCESSIBILITY: Only the Patio is Handicap Accessible
    DINNER ENTREES: $41 to $75
    LOCATION: Closest Metro Stop is Union Station

    FRENCH

    Gerard's Place, 915 15th Street, N.W., Washington, DC 20005, 202-737-4445
    HOURS: 5:30pm-9:00pm, Mon-Thurs; 5:30pm-10:00pm, Fri-Sat, Closed Sunday
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $30 to $50
    LOCATION: Closest Metro Stop is MacPherson Square

    La Colline, 400 North Capitol Street, N.W., Washington, DC 20001, 202-737-0400
    HOURS: 6:00pm-10:00pm, Mon-Sat; Closed on Sunday
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $76 to $140
    LOCATION: Closest Metro Stop is Union Station

    ITALIAN

    Galileo, 1110 21st Street, N.W., Washington, DC 20036, 202-293-7191
    HOURS: 5:30pm-10:00pm, Sun-Thurs; 5:30pm-10:30pm, Fri-Sat
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $20 to $32
    LOCATION: 3½ blocks from Foggy Bottom/Farragut North Metro Stop

    I Ricchi, 1220 19th Street, N.W., Washington, DC 20036, 202-835-0459
    HOURS: 5:30pm-10:30pm, Mon-Sat; Close Sunday
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $76 to $140
    LOCATION: Closest Metro Stop is Dupont Circle

    MEXICAN

    La Lomita, 1330 Pennsylvania Avenue, S.E., Washington, DC 20003, 202-546-3109
    HOURS: 5:00-10:30pm, Mon-Fri; 5:00pm-11:00pm, Sat; 5:00pm-10:00pm Sun
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $10 to $15
    LOCATION: Closest Metro Stop is Potomac Avenue

    TAPAS

    Jaleo, 480 7th Street, N.W., Washington, DC 20004, 202-628-7949
    HOURS: 11:30am-10:00pm, Sun-Thurs; 11:30am-12:00am, Fri-Sat
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $10 to $20
    LOCATION: Closest Metro Stop is Gallery Place

    INDIAN

    White Tiger, 301 Massachusetts Avenue, N.E., Washington, DC 20002, 202-546-5900
    HOURS: 5:30pm-10:00pm, Sun-Sat
    ACCESSIBILITY: Not Handicap Accessible
    DINNER ENTREES: $11 to $15
    LOCATION: Closest Metro Stop is Union Station

    HOTEL DINING

    Bis - Hotel George, 15 E Street, N.W., Washington, DC 20001, 202-347-4200
    HOURS: 5:30pm-10:30pm
    ACCESSIBILITY: Handicap Accessible through the Hotel
    DINNER ENTREES: $18 to $25
    LOCATION: 1½ Blocks from Union Station Metro Stop

    SEAFOOD

    McCormick & Schmicks, 1652 K Street, N.W., Washington, DC, 202-861-2233
    HOURS: 3:30pm-12:00am, Sun-Sat
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $12 to $25
    LOCATION: Closest Metro Stops are Farragut West and Farragut North

    SOUTHERN

    Georgia Brown's, 950 15th Street, N.W., Washington, DC 20005, 202-393-4499
    HOURS: 5:30pm-10:30pm, Sun-Thurs; 5:30pm-11:30pm, Fri-Sat
    ACCESSIBILITY: Handicap Accessible
    DINNER ENTREES: $15 to $23
    LOCATION: Closest Metro Stop is MacPherson Square

    Washington, DC Welcomes Physically Challenged Travelers

    Washington, D.C. Convention and Visitors Association
    1212 New York Avenue, N.W., Suite 600, Washington, DC 20005-3992, 202-789-7000, Fax 202-789-7037

    For the physically challenged travelers, Washington, DC is one of the most accessible and welcoming cities in the world. Nearly every museum, hotel, restaurant, shopping mall and public transit system can accommodate travelers with special needs, whether it be wheelchair ramps, menus in braille, telephone numbers for the hearing-impaired or large print brochures.

    The following information outlines how physically disabled visitors can make the most of their visit to the "capital city!"

    WASHINGTON'S ATTRACTIONS

    Some of Washington's more traditional attractions, such as the Lincoln and Jefferson Memorials, have always been equipped to accommodate physically disabled visitors. Both are outfitted with special handicapped parking facilities and elevators to the interior chambers of the memorials. The staff at the Washington Monument keeps a wheelchair on the premises and allows physically disabled visitors a "right of way" policy to bypass waiting lines. In addition, wheelchair patrons may obtain a hand-held periscope to experience the view from the monument.

    The National Capital Park Service, which operates all three monuments as well as a host of other national treasures in the Washington area, has made an effort to make its properties accessible to all visitors. For instance, large print information brochures and sign language interpreters are available at certain park sites. For complete information on special services for physically disabled visitors at sites operated by the National Capital Park service call (202)619-7222 or (202)619-7083 (TDD).

    The White House, another favorite destination for visitors, is accessible to the physically disabled. A special entrance on Pennsylvania Avenue is reserved for visitors arriving in wheelchairs, and no admission ticket is required. White House tour guides may allow blind visitors to touch some of the articles and furnishings during the tour. For more information, call (202)456-2200 or (202)456-6213 (TDD).

    MUSEUMS

    The Smithsonian Institution, a magnificent assembly of 15 distinctive museums, (ten of which line the National Mall) also caters to the thousands of disabled travelers who come through their doors. All museum buildings are accessible to wheelchair visitors. With at least two weeks advance request, members of the Smithsonian staff may serve as sign language interpreters or "touch tour" leaders. The Smithsonian also publishes large print, braille and cassette materials for several of its museums. Its monthly calendar of events, which includes information from all its museums, is published in the Friday Washington Post and is made available on audio cassette tape.

    "Smithsonian Access," a free publication explaining special resources for disabled visitors, is available in large print, braille, audio cassette and from America OnLine (keyword: Smithsonian). For copies, write Smithsonian Information, SI 153 MRC 010, Washington, DC 20560, or call (202)357-2700 (voice) or (202)357-1729 (TTY).

    SHOPPING IN THE CAPITAL

    The newer sights, which have given the city a more modern, cosmopolitan atmosphere, also welcome disabled visitors. A beautiful gallery of boutiques and restaurants, The Shops at National Place, is equipped with a wheelchair ramp at one of its entrances, as well as elevators and escalators to accommodate people of limited mobility. Wheelchairs may be obtained at any of the gallery's security offices on each floor as long as you call ahead, (202)662-1250. The Pavilion at the Old Post Office, a colorful collection of eateries, cafes and gift shops, is also equipped with a wheelchair ramp and internal elevators, as is Georgetown Park, an expansive luxury mall in the heart of Georgetown. Union Station is fully accessible, including all AMTRAK facilities.

    THEATRES

    Many of the larger theatres in town have installed special listening systems for the hearing impaired theatre buff. The John F. Kennedy Center for the Performing Arts installed infrared listening systems in three of its six main theatres. A hearing impaired patron may simply borrow a set of headphones before the performances, sit anywhere in the house, adjust the volume and enjoy. The Kennedy Center provides for its blind patrons by writing and recording special scripts and detailed descriptions of sets and costumes in some shows performed in the Opera House, Eisenhower and Terrace Theatres. "Touch tours" of the Kennedy Center can be arranged for visually-impaired patrons and sign language interpreters can accompany hearing-impaired visitors on their tours. All the theatres within the Center are accessible for patrons arriving in wheelchairs. For further information, call (202)467-4600.

    The National Theatre, in the heart of downtown Washington, also provides for its disabled patrons. Once a month, the main house performance is narrated for visually impaired theatre-goers. The National Theatre is the only theatre in the country maintaining a permanent booth near the mezzanine staff by a narrator who describes the show scene-by-scene. To obtain earphones for the narration, or to secure infrared headsets for hearing-impaired patrons, simply see an usher before the performances. The National Theatre also offers a limited number of half-priced tickets for disabled patrons on Tuesday and Wednesday evenings, and for Sunday matinees. For further information, call (202)628-6161.

    GETTING AROUND TOWN

    As a disabled traveler, the question of how to get around town once you've arrived can be a difficult one. In Washington, the answer is easy--ride Metrorail, Washington's subway system.

    The Metrorail system is a comprehensive, modern railway line built above and beneath the city. Each metro station is equipped with an elevator (complete with braille number plates) to reach train platforms. To aid visually-impaired travelors, the driver makes station and on-board announcements of train destinations and stops. And, as an extra measure of safety for hearing-impaired travelers, the Metrorail system warns of an approaching train by pulsating lights along the edge of the platform.

    In addition to stations with elevators and trains with wide aisles to accommodate wheelchairs, the Metrorail system offer reduced fares and priority seating. And don't forget the Metrobus system! Certain Metro buses are equipped with state-of-the-art wheelchair lifts. For a free guide that provides information on Metro's bus and rail system for the physically disabled, as well as the elderly (202)635-6434.

    For a special tour of Washington and other nearby sites, including Arlington Cemetery and Mt. Vernon, disabled sightseers may ride aboard a Tourmobile Sightseeing tram. Regular Tourmobile trams are easily accessible to the physically impaired tourists, and narrators provide a documentary of each sight. Tourmobile also operates a special air-conditioned van for immobile travelers, complete with a wheelchair lift. Reservations for the van must be made at least 24 hours in advance. For more information, call (202)554-7020.

    USEFUL RESOURCES FOR VISUALLY-IMPAIRED TRAVELERS

    Washington Ear, Inc., a non-profit organization for the blind, provides a Radio Reading Service for the blind. Patrons may hear newspapers, magazines and books being read, once a specialized radio is obtained from Washington Ear, Inc. (free of charge). Large print and tactile atlases of the Washington metro area and the state of Maryland with audio cassette commentary can be purchased from Washington Ear. These maps outline major streets and highways, building, bodies of water, the DC metro system, and include an extensive index. For more information on the guidebook or the atlases, call (301)681-6636.

    Free transportable tactile maps of the Washington Metro system can be obtained from Columbia Lighthouse for the Blind, a non-profit organization, by calling (202)462-2900.

    COMPANIES THAT TRANSCRIBE INFORMATION INTO BRAILLE

    Columbia Lighthouse for the Blind
    202-462-2900 x3005
    Contact: Robin Draper

    Good Resource for Information:
    National Library Service for the Blind & Physically Handicapped
    202-707-5100

    COMPANIES THAT HAVE INTERPRETERS FOR THE HEARING IMPAIRED

    Sign Language Associates
    301-946-9710
    Contact: Kamille Gillies

    Good Resource for Information:
    National Information Center on Deafness
    202-651-5505

    Centralized Interpreter Referral Service
    410-243-3800

    Partners In Sign
    202-638-5630

    Bimbaum Interpreting Service
    301-587-8885

    WHEELCHAIR/SCOOTER RENTAL

    Area Access
    703-573-2111

    Wheaton Party Rental (no scooters)
    301-937-7600

    Convalescent Aids, Inc.
    202-363-9242

    Grubbs' Care Pharmacy
    202-543-4400

    Health Care Concepts (no scooters)
    301-568-0600 or 703-750-0914

    LNN Oxygen (no scooters)
    301-868-8079 or 800-445-1116

    New Hampshire Pharmacy & Medical Equipment (no scooters)
    202-726-3100

    TRANSPORTATION SERVICES FOR THE DISABLED

    AA&N Transportation
    301-588-6055

    Red Top Cab
    703-522-3333

    Battle's Transportation Inc.
    202-462-8658

    Safe Transportation
    301-445-6168

    Elrod Transportation Service
    202-829-6721

    Ironsides
    301-585-1100

    Handi Ryde Inc.
    703-971-8122

    Wheelchair Mobile Transport, Inc.
    301-294-0600

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