$0 Wisconsin — Transition Planning Checklist

How to Coordinate DVR, ADRC, and School Transition in Wisconsin Without a Case Manager

The hardest part of Wisconsin's IEP transition process is not understanding what DVR does or what the ADRC offers or what the school is required to provide. Each agency publishes that information freely. The hard part is that no single agency coordinates the other two. The school manages the IEP and PTP. DVR manages Pre-Employment Transition Services and the Individualized Plan for Employment. The ADRC manages the Adult Functional Screen and enrollment into Family Care, IRIS, or, where available, Family Care Partnership. Each of them operates on its own timeline, its own eligibility criteria, and its own set of forms — and none of them is responsible for making sure the others are aligned.

That coordination job falls entirely on parents. And most families do not realize it until they are in three separate intake processes simultaneously, discovering that a deadline in one system conflicts with a meeting schedule in another.

Here is how to manage all three agency timelines without hiring a private case manager — starting with the structural reason no one else will do this for you.

Why No Agency Coordinates the Full Transition

This is not a funding gap or a staffing problem. It is a structural constraint built into how Wisconsin organizes disability services.

The school district operates under IDEA and Wis. Stat. Chapter 115. Its obligation is to provide FAPE — a free appropriate public education — through the student's IEP and PTP, including transition services that may be delivered in community settings. It does not manage DVR or ADRC eligibility and enrollment timelines.

DVR operates under the Workforce Innovation and Opportunity Act (WIOA) and is housed within the Department of Workforce Development, not the Department of Public Instruction. DVR counselors are not employed by school districts and do not attend IEP meetings unless specifically invited. Their services — Pre-ETS, supported employment, vocational assessment — run on a separate eligibility track.

The ADRC operates under the Department of Health Services. Its Adult Functional Screen determines eligibility for Medicaid-funded long-term care programs. ADRC programs are county-administered, and their enrollment timelines are governed by waiver availability and managed-care-organization capacity — neither of which aligns with the school calendar.

Each agency will tell you about its own piece. None of them is permitted, funded, or trained to show you how the three pieces connect.

The Three-Track Timeline

The most effective way to coordinate these agencies is to map their timelines onto a single calendar and identify the points where they overlap or conflict. Here is the structural sequence:

Track 1: School (IEP/PTP) — Ages 14 to 21

  • Age 14: First PTP required. Measurable postsecondary goals in employment, education/training, and (where appropriate) independent living must appear in the IEP.
  • Age 17: District must notify parents of the impending Transfer of Rights at 18.
  • Age 18: Educational rights transfer to the student. A Chapter 52 SDM agreement can keep a parent involved as a supporter while the student remains the decision-maker; Chapter 54 guardianship may be considered if court-appointed decision-making authority is needed.
  • Age 18–21: If the student has not earned a regular diploma or completed an HSED, FAPE continues through the end of the school term in which the student turns 21. Beyond-18 programming — Project SEARCH, community-based work training, STRIVE — takes the student out of the high school building.

Track 2: DVR (Pre-ETS and Employment Services) — Ages 14 to Open-Ended

  • Age 14: Eligible for Pre-Employment Transition Services. Five core services: job exploration counseling, work-based learning, workplace readiness training, self-advocacy instruction, and postsecondary enrollment counseling.
  • Age 16 (recommended): Formal DVR application. Eligibility determination takes several weeks. Once eligible, the DVR counselor develops an Individualized Plan for Employment (IPE).
  • Graduation or school exit: An eligible student's DVR services can continue past school exit, providing a separate employment-services track after FAPE ends.

Track 3: ADRC (Adult Long-Term Care) — Ages 17.5 to Enrollment

  • Age 17.5: CLTS service coordinator and ADRC representative conduct a coordinated warm-handoff home visit. The ADRC schedules the Adult Functional Screen.
  • Post-screen: Family chooses between Family Care (managed care), IRIS (self-directed waiver), or, where available, Family Care Partnership. Enrollment timelines vary by county and MCO capacity.
  • School exit: Once FAPE ends, adult long-term-care supports for which the student is enrolled shift to the ISP managed by the Family Care or Family Care Partnership MCO or IRIS fiscal agency.

The Four Collision Points

These are the moments when two or three tracks overlap and you need to manage them simultaneously:

Collision 1 — Age 14-16: PTP and Pre-ETS alignment. The school writes PTP goals; DVR offers Pre-ETS services. If these are not coordinated, the school may write generic employment goals that do not connect to the specific Pre-ETS services the student is receiving. At the IEP meeting, request that DVR Pre-ETS activities be referenced in the PTP and that the DVR counselor be invited to attend. Under IDEA, an agency representative likely to provide or pay for transition services must be invited when transition services are being discussed and the parent or student consents.

Collision 2 — Age 17-17.5: Transfer of Rights, DVR application, and ADRC warm handoff. Three major processes converge within a six-month window. The Transfer of Rights notification is due by the 17th birthday. The DVR application (if not already filed) should be submitted by this point to allow time for eligibility determination before graduation. The ADRC warm handoff begins at 17.5. Managing all three means scheduling carefully and documenting every contact — the Agency Communication Log worksheet in the Wisconsin IEP Transition to Adulthood Guide is designed for exactly this purpose.

Collision 3 — Age 18: Rights transfer, diploma pressure, and DVR coordination. The student gains legal authority over their own IEP at 18. Simultaneously, the district may push for graduation, and DVR services may need to be braided with school-funded transition programming. If the student defers the diploma, the school, DVR, and ADRC all need to know the student is staying enrolled — because each agency's timeline assumes a different exit point.

Collision 4 — School exit: FAPE ends, adult services begin. When FAPE terminates because the student earns a regular diploma, completes an HSED, or reaches the applicable age limit, the school's obligation ends and the ISP-based system takes over for enrolled adult long-term-care services. If the ADRC enrollment is not complete by this point, there may be a service gap. If DVR has not established an active case, the student loses the school-based Pre-ETS bridge. Timing the exit so that adult services are operational before school services end is the single most important coordination task in the entire process.

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The Communication Protocol

Here is the practical system for keeping all three agencies aligned:

  1. Maintain a single contact log. Every call, email, and meeting with the school, DVR, and ADRC goes in one document with the date, the person's name and title, what was discussed, and what the follow-up action is. This sounds simple. It is the single most effective tool for preventing the "I thought the school was handling that" gaps that derail transitions.

  2. Request that DVR attend at least one IEP meeting per year starting at age 16, when transition services are being discussed. Under IDEA, an agency representative likely to provide or pay for transition services must be invited when the parent or student consents; the school is not required to manage DVR's timeline.

  3. Share the PTP with the DVR counselor after every annual IEP review. DVR cannot align its IPE with the IEP if the counselor has not seen the PTP.

  4. Brief the ADRC representative on the IEP timeline during the warm-handoff visit. The ADRC staff are focused on adult services — they may not know whether the student plans to defer graduation or accept a diploma. That information directly affects the urgency of the Adult Functional Screen and enrollment timing.

  5. Confirm exit timing with all three agencies at least six months before the planned school exit. The school needs to know whether to issue a diploma or a certificate. DVR needs to transition from school-coordinated services to individual services. The ADRC needs to have enrollment finalized.

The Wisconsin IEP Transition to Adulthood Guide provides the full timeline framework, agency-specific action items, and eight fillable worksheets — including the Agency Communication Log and the Transition Timeline Tracker — to manage this coordination process for $24. It covers what no single agency brochure can: how to connect their separate processes into a single plan.

Frequently Asked Questions

Can the school be required to coordinate with DVR and the ADRC?

Under IDEA, an agency representative likely to provide or pay for transition services must be invited to the IEP meeting when transition services are being discussed and the parent or student consents. However, the school is not required to manage DVR or ADRC timelines. Coordination is the parent's responsibility. The school's legal obligation includes developing and implementing the IEP, including the PTP and transition services; it does not extend to operating those outside-agency programs.

What happens if the ADRC enrollment is not complete when FAPE ends?

If the student exits school before Family Care, IRIS, or, where available, Family Care Partnership enrollment is finalized, there may be a gap in services. The student may temporarily lose access to personal care, respite, and community-based supports that were previously funded through CLTS or the school's transition programming. This is why timing the school exit to coincide with completed ADRC enrollment is critical — and why the warm-handoff process at 17.5 needs to start on schedule.

Does DVR continue after the student leaves school?

Yes. An eligible student's DVR services can extend beyond school exit. Once the student is an eligible DVR client with an active Individualized Plan for Employment, services continue regardless of FAPE status. This is why establishing the DVR case before graduation matters — it ensures employment support does not end when the school's obligation does.

How do I know if I need a case manager versus a self-directed approach?

If you can maintain a contact log, attend scheduled meetings, and follow up on action items across three agencies, a structured guide with planning worksheets is sufficient. A private case manager becomes worth the cost — typically $500 to $1,500 for intake plus ongoing hourly billing — when the family is managing a medical crisis or complex behavioral situation simultaneously, or when multiple family members are sharing caregiving responsibilities and need a single point of accountability.

What if the agencies give conflicting advice?

This is common, and it is usually not a disagreement — it is each agency interpreting the situation from its own regulatory framework. The school sees a FAPE question. DVR sees an employment question. The ADRC sees a long-term care question. When their advice conflicts, document both positions, identify the statutory authority each one is citing, and make the decision that aligns with your child's specific needs. The guide's decision frameworks — particularly the Graduation Decision Worksheet and the Decision-Making Comparison Worksheet — are designed for exactly these situations.

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