Last month, we discussed the Oregon Needs Assessment (ONA) and the Oregon Individual Support Plan (ISP). We explored the purposes of these two separate processes and how they work together. You can review this article on our website.
This month, we will discuss the role of the ONA assessor and the Services Coordinator and Personal Agent (SC/PA). ONA assessors and SC/PAs both have a role when planning using the Oregon ISP. Both roles are unique and important.
Services Coordinators and Personal Agents (SC/PAs) facilitate planning and coordinate the ISP. They help the person to lead planning conversations. They make sure the ISP reflects who the person is and what they want in their life.
The Oregon Needs Assessment (ONA) is a way to understand all the things a person may need support with. ONAs are led by a certified ONA assessor. They know which questions to ask and who to bring into the conversation. SC/PAs lead annual ONAs when there are no changes to support needs.
ONA Assessor Role
The following are the core responsibilities of the ONA Assessor:
- Gather information about a person’s support needs. This includes doing a file review, meeting with the person and speaking to other supporters in the person’s life, and following up with others to get a good picture of support needs.
- Take a person-centered and trauma-informed approach. Asking about support needs can be difficult. These questions can feel very personal. That’s why ONA Assessors are expected to be sensitive and adapt what they are doing to avoid causing harm.
- Complete the assessment with accurate information. This information will be used in planning conversations about how a person wants to be supported. This information will also be used in making decisions about what serious risks are in a person’s life. Making sure that the information is accurate is important.
These are areas where the ONA Assessor uses their judgment and creativity, based on guidance and training provided by ODDS:
- How to describe support needs using strength-based and person-centered language. The assessment belongs to the person. ONA Assessors use their judgment to accurately describe support needs without taking a deficit-based approach.
- How much to include in “notes”. The items in the ONA assessment have several places for comments. Assessors write notes to include relevant information or give additional context about their selections.
The following are NOT the responsibility of the ONA Assessor:
- Have close knowledge of the person. The ONA Assessor is not typically someone who has a close relationship with the person. Often, assessors are only involved during the assessment itself. Instead, assessors rely on the person and others in their life who do have that close knowledge.
- Deciding what goes into the ISP. The ONA assessor only gathers information about what a person may need support with. They don’t decide what a person wants in their life or how they want to be supported- both of these are important parts of the ISP.
- Writing comments or language intended to be copied and pasted into the ISP. While the assessor attempts to use person-centered language in the assessment, they do not have a close relationship with the person. Information from the assessment will likely need to be adapted to work for the person and their plan.
- Deciding what is or is not a serious risk. The assessment captures important information that should be considered when assessing risk; however, making decisions about what is or is not a serious risk is not the role of the ONA Assessor. This is the role of the SC/PA.
SC/PA Role
The following are the core responsibilities of the SC/PA:
- Facilitating planning. This means making sure to understand the person’s perspective and what they want. It also includes understanding perspectives and gathering information from others on the ISP planning team.
- Create the ISP based on a person’s choices and planning conversations. The SC/PA creates the ISP itself. They also ensure all support needs are addressed somewhere in the plan.
- Choice Advising. SC/PAs support the person to decide how they want to get support. Reviewing the ONA is helpful to make sure all areas of support are addressed.
- Deciding what is or is not a serious risk in the plan. The SC/PA facilitates conversations about risk and makes the final determination about serious risks to include in the ISP. They may be using information from the ONA as part of this decision-making process, but it is one piece of information among others. The SC/PA will then include all known, serious risks in the ISP Risk Management Plan.
These are areas where the SC/PA uses their judgment and creativity:
- How to have choice advising conversations. One approach does not work for everyone. The SC/PA pays attention to what works best for the person, what helps their voice be heard, and helps them be at the centered of planning.
- How to gather information about potential risk. Does the SC/PA understand the person’s perspective in their life? How are they thinking about what might be just a support need and how to know if something rises to the level of a serious risk? From whom are they getting additional information?
- How information is being documented in the ISP. This includes using language that works for the person and is easily understood. They make decisions about how much detail to include, especially about things like support needs. They avoid copying and pasting information directly from the ONA.
The following are NOT the responsibility of the SC/PA:
- Make decisions on behalf of a person. SC/PAs might be supporting someone to make decisions, but deciding for a person is not their role. It’s a person’s plan and a person’s choices- including how the person wants to receive support.
- Ask an ONA Assessor to complete an ONA in a certain way. This includes what selections to make and what comments to write. An ONA Assessor is trained and certified on completing the ONA. What is included in the ONA is their core responsibility.
Supporting a Good Life
SC/PAs and ONA Assessors have very different roles. Both work together to support the person towards the life they want. Next month, we will explore best practices for ONA Assessors and SC/PAs.
We invite you to explore additional resources related to the ONA and Oregon ISP. As always, reach out to our team with questions or to discuss this topic in more depth.