Budget Submission Process

Welcome to the Service Planning and Budgets page.

Outside Review Process

DDSD contracts with an independent third party (the “Outside Reviewer”) to provide clinical review of requested services. The DD Waiver participant’s case manager submits the Individual Service Plan (ISP), Budget Worksheet (BWS) and any other clinical documentation needed to demonstrate clinical justification. The Outside Reviewer makes a written clinical determination on whether the requested supports are needed and approves the annual budget.

Please see the following resources for clinical review:

• Clinical Criteria V6 (11-1-21)
• DDW Service Planning and Budgets for Adults: Clinical Review Streamlining Plan

Request Individual Budget Plan Worksheet

If you are a DD Waiver Case Manager and need to obtain a DD Waiver Budget Plan Worksheet, please visit Case Management to request a fillable form.

Jackson Class Members

Jackson Class Members may receive service types and amounts consistent with those services approved in their ISP and in accordance with the Orders of the Consent Decree. The DD Waiver participant’s case manager submits the current JCM Budget Worksheet ISP, and any other documentation required related to the service requests to the New Mexico Medicaid Third Party (TPA) Reviewer.

Learn More

Please visit our Case Management page for all forms and instructions related to ISP and budget development.  Visit our Services and Supports page for more information on available services and supports.