Bargaining Unit: Use for all Job Titles
Class Code: 072215
Education and Experience: Graduation from an accredited college or university with a bachelor’s degree in special education, social work, rehabilitation counseling, nursing, occupational therapy, physical therapy, recreational therapy, vocational rehabilitation, sociology, psychology or other behavioral science or human services field and experience equivalent to one year of full-time increasingly responsible professional intellectual or developmental disabilities program or staff work.

Other Requirements:

Necessary Special Qualifications: Certain positions require that applicant be a qualified intellectual and developmental disabilities professional under the ICF/IDD Federal regulations.
Examination Method: Education and Experience, 100%, for Preferred Service positions.

Job Overview:

Summary: Under general supervision, is responsible for professional intellectual and developmental disabilities program coordination of average difficulty; and performs related work as required.
Distinguishing Features: An employee in this class is responsible for individual support plan development and coordination for a moderate-sized group of service recipients at a developmental center or in the community. Some functional guidance and coordination of the work of other staff is inherent in accomplishing the duties at the assigned unit, but the full supervisory function is retained by the higher level manager or coordinator. This class differs from lower level therapeutic, coordinative and program staff in the specificity of work. This class differs from higher level related classes in that incumbents of the latter have duties of broader scope and complexity and have significant supervisory responsibilities.

Work Activities:

Updating and Using Relevant Knowledge:
  1. Uses relevant resources to make determinations in order to comply with current guidelines.
  2. Searches for innovative ways to provide new services for individuals with intellectual and developmental disabilities.
  3. Maintains knowledge of currently available community resources.
  4. Participates in both required and non-required trainings, seminars, and conferences to acquire new knowledge, skills, and tools and extend existing knowledge base. 
Scheduling Work and Activities:
  1. Schedules face-to-face visits in the home and in the community.
  2. Coordinates meetings with individuals and their planning team.
  3. Coordinates scheduling and supports so that individuals can participate in activities in which they are interested.
Getting Information:
  1. Obtains information to determine eligibility of services and to plan services for individuals.
  2. Obtains assessment information to ensure proper implementation and utilization of services.
  3. Gathers information on services and resources available in the community.
Making Decisions and Solving Problems:
  1. Makes recommendations and decisions on level of need based on individual’s circumstances.
  2. Facilitates decisions made on action plans and implementation of support plans.
Coaching and Developing Others:
  1. Mentors new employees to help them understand departmental processes.
  2. Attends meetings and shares knowledge gained with peers. 
Evaluating Information to Determine Compliance with Standards:
  1. Reviews and follows federal, state, and departmental regulations to assure compliance.
  2. Follows all HIPAA policies to ensure each individual’s information is kept confidential. 
Monitoring and Controlling Resources:
  1. Estimates the projected annual budget for services to comply with federal regulations.
  2. Ensures that individual’s financial resources do not exceed amounts that cause them to no longer qualify for services.
Processing Information:
  1. Compiles and audits relevant information from all sources to develop individual support plans, monthly reviews, and to ensure implementation of individual support plans.
  2. Verifies that services were provided as authorized by conducting monthly reviews.
Communicating with Persons Outside Organization:
  1. Makes referrals to outside organizations to ensure that the individual’s needs are met.
  2. Creates and maintains effective relationships with outside organizations to meet the individual’s needs.
Documenting/Recording Information:
  1. Creates, updates, and maintains current individual support plans, documentation of contacts, and monthly review notes to assure service delivery and compliance with current federal, state, and departmental policy.
Resolving Conflicts and Negotiating with Others:
  1. Facilitates discussion of alternatives during conflicts and/or disagreements between members of planning teams.
Identifying Objects, Actions, and Events:
  1. Identifies individual-specific changes to plan services that meet the needs of the individual through face-to-face visits, phone calls, reviewing medical information, and talking to direct care staff and family members.
Communicating with Supervisors, Peers, and Subordinates:
  1. Provides accurate, concise information so that the work team can evaluate and coordinate services.
Developing Objectives and Strategies:
  1. Utilizes person-centered planning tools to develop individual support plans for individuals.
Establishing and Maintaining Interpersonal Relationships:
  1. Develops and maintains constructive and cooperative working relationships with others by incorporating ideas, providing feedback and follow-up, seeking input, and finding solutions to problems. 
Interpreting the Meaning of Information for Others:
  1. Provides written materials to and explains them as needed to individuals, families, conservators, advocates, and other state and community agencies so that everyone has a common understanding of services and supports.
Developing and Building Teams:
  1. Asks questions to solicit information from all team members and ensures follow-through by each team member to ensure that the individual’s needs are met.

Competencies (KSA’s):

  1. Problem Solving
  2. Written Communications
  3. Drive for Results
  4. Sizing up People
  5. Conflict Management
  6. Time Management
  7. Organizing
  8. Understanding Others
  9. Listening
  10. Creativity


  1. Knowledge of case management principles
  2. Knowledge of disabilities services delivery
  3. Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation
  1. Skill in talking to others to convey information effectively
  2. Skill in understanding the implications of new information for both current and future problem solving and decision making
  3. Skill in giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
  4. Skill in coordinating people and resources
  5. Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  6. Skill in monitoring and implementation of individual support plans to make improvements or take corrective action
  7. Skill in communicating effectively in writing, including the meaning and spelling of words, rules of composition, and grammar, as appropriate for the work-related purpose
  8. Skill in understanding written sentences and paragraphs in work-related documents
  9. Skill in coaching and inservicing other staff, families, and provider agencies
  10. Skill in facilitating person-centered practices regarding the provision of services
  11. Basic word processing and computer skills
  1. Ability to assess critical situations and implement decisions and actions quickly while keeping the needs of the individual in mind
  2. Ability to recognize problems with individuals or situations and review related information to develop and evaluate options and implement solutions
  3. Ability to research available resources
  4. Ability to learn and apply governmental and agency regulations
  5. Ability to prioritize work assignments and manage one’s own time
  6. Ability to be flexible to accommodate the demands of the job
  7. Ability to operate a motor vehicle
  8. Ability to add, subtract, multiply, or divide quickly and correctly for budget planning purposes

Tools and Equipment Used:

  1. Personal Computer
  2. Fax Machine
  3. Telephone
  4. Printer


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