CDMS Commission Site CDMS Access

CDMS Eligibility Criteria & Practice Areas

The CDMS Commission’s eligibility criteria reflects broader professional diversity in the field. Practitioners today come from human resources, occupational health, safety, and risk management, as well as more traditional backgrounds such as rehabilitation counseling.

At a quick glance, eligibility requirements for CDMS certification include:

The CDMS Guide for Candidate Certification (pdf) provides full information about the certification process such as eligibility criteria, documentation and verification, and exam content.

Practice Areas and Tasks

Based on the 2009 Role & Function Study, the current practice areas include: Disability and Work Interruption Case Management; Workplace Intervention for Disability Prevention; Program Development, Management, and Evaluation; and Employment Leaves and Benefits Administration. Current tasks, knowledge, and skills under each domain are delineated in the chart below.

The CDMS Commission Role and Function Study Domains & Tasks

 

The Certification of Disability Management Specialists Commission (CDMS Commission) bases the CDMS examination on a regularly conducted job analysis called a Role & Function Study.  The Scope of Practice as derived from the current Role & Function Study follows:

 

Domain I:   Disability and Work Interruption Case Management

Domain II:  Workplace Intervention for Disability Prevention

Domain III:  Program Development, Management, and Evaluation

Domain IV:  Employment Leaves and Benefits Administration

 

 

Domain I: Disability and Work Interruption Case Management

  Task 1: Perform comprehensive individual case analyses (e.g., initial evaluation, vocational assessment, multi-point assessment) and benefits assessments using best practices in order to develop appropriate interventions.

 

Knowledge of:

Skill in:

 

 

1.     Case management principles and practice

2.     Medical, functional, vocational, psychological and social aspects of disability

3.     Medical terminology, treatment and protocols

4.     Benefits systems, plan designs and processes

5.     Internal and external resources

6.     Diverse populations and their characteristics

7.     Work, health and work/life behaviors

8.     Psychosocial adjustment theory

9.     Case documentation

10.  Ethical, legal and regulatory issues

11.  Psychometrics

1.     Gathering medical, functional, psychological and vocational information

2.     Administering, scoring and interpreting assessment tools

3.     Using accepted interviewing techniques

4.     Interpreting case-specific local, state and federal regulations

5.     Synthesizing data in order to compile a comprehensive overview of case information

6.     Interpreting benefits systems and plan designs

7.     Developing an action plan for case management

8.     Maximizing internal and external resources

9.     Documenting pertinent case activities and results

10.  Sharing pertinent case information with appropriate stakeholders

11.  Using time management principles

12.  Organizing and maintaining case files

13.  Working effectively across and within diverse populations

   

Task 2: Review disability case management interventions using standards of care in order to promote quality care, recovery and cost effectiveness.

 

Knowledge of:

Skill in:

 

 

1.     Case management principles and practice

2.     Medical, functional, vocational, psychological and social aspects of disability

3.     Medical terminology, treatment and protocols

4.     Internal and external resources

5.     Cost containment strategies

6.     Health and welfare, and company benefits

7.     Ethical, legal and regulatory issues

8.     Diverse populations and their characteristics

9.     Organizational practice and policy

1.     Gathering relevant case information

2.     Analyzing data (e.g., benefits, medical and functional reports, internal and external resources, plan designs, available financial resources)

3.     Synthesizing information

4.     Using medical terminology, treatments and protocols

5.     Adhering to standards of quality care

 

Task 3: Promote collaboration among stakeholders using effective communication strategies in order to optimize functional recovery.

 

Knowledge of:

Skill in:

 

 

1.     Case management principles and practice

2.     Effective communication strategies

3.     Negotiation and conflict resolution strategies

4.     Organizational practice and policy

5.     Employee/labor relations and policy

6.     Medical, functional, vocational, psychological and social aspects of disability

7.     Ethical, legal and regulatory issues

1.     Identifying key stakeholders

2.     Developing partnership with stakeholders

3.     Identifying and addressing the conflicting interests of stakeholders

4.     Influencing and negotiating solutions with stakeholders

5.     Facilitating attitude and behavior change

6.     Using return-to-work and work retention applications

   

Task 4: Perform worksite/job analyses using observation, interview and records review in order to determine the requirements of jobs and appropriate accommodations.

 

Knowledge of:

Skill in:

 

 

1.     Worksite/job analysis techniques and methods

2.     Worksite/job modification and accommodation practices and strategies

3.     Medical, functional, vocational, psychological and social aspects of disability

4.     Ergonomics and human factors

5.     Occupational information resources

1.     Collecting worksite/job analysis data through observations, assessments and interviews

2.     Identifying job functions and quantifying their exertional and non-exertional demands

3.     Analyzing worksite/job analysis data

4.     Interpreting worksite/job analysis information (e.g., observations, records, data from interviews)

5.     Negotiating and implementing job accommodations

 

  Task 5: Develop individualized return-to-work and work retention plans consistent with practice standards and program policy by collaborating with relevant stakeholders in order to facilitate successful employment outcomes.

 

Knowledge of:

Skill in:

 

 

1.     Medical, functional, vocational, psychological and social aspects of disability

2.     Classification of job functions and skills

3.     Transferable skills analyses

4.     Ergonomics and human factors

5.     Vocational planning process

6.     Job development and placement theory and approaches

7.     Career development theory

8.     Employment law and practice

9.     Employee/labor relations and policy

10.  Benefits systems, plan designs and processes

11.  Return-to-work and work-retention principles

12.  Internal and external resources

13.  Conflict resolution

14.  Ethical, legal and regulatory issues

15.  Diverse populations and their characteristics

16.  Organizational climate and culture

1.     Gathering personal, vocational, medical, psychological and functional information

2.     Interpreting personal, vocational, medical, psychological and functional information

3.     Assessing psychosocial issues

4.     Conducting worksite/job analyses

5.     Using worksite/job modification and accommodation strategies and techniques

6.     Synthesizing functional capacity and job demand information

7.     Identifying key stakeholders

8.     Assessing business management and labor issues

9.     Developing transitional work plans

 

Task 6: Implement interventions using appropriate counseling, behavior change techniques and accommodation options in order to optimize functioning and productivity.

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Knowledge of:

Skill in:

 

 

1.     Counseling theory and techniques

2.     Behavior change techniques

3.     Medical, functional, vocational, psychological and social aspects of disability

4.     Job modification and accommodation practices and strategies

5.     Personality and motivation theory

6.     Diverse populations and their characteristics

7.     Effective communication strategies

8.     Ethical, legal and regulatory issues

1.     Performing initial and ongoing case assessments

2.     Using interviewing techniques

3.     Using counseling approaches effectively

4.     Interpreting functional, medical, psychological, vocational and occupational information

5.     Implementing job accommodations and recommendations

6.     Making referrals to internal and external resources

7.     Documenting pertinent case activities and results

8.     Working effectively across and within diverse populations

 

  Task 7: Coordinate benefits, services and community resources (e.g., orthotics, prosthetics, functional capacity evaluation, independent medical evaluations, durable medical equipment, home care, assistive technology and vocational rehabilitation) through strategic planning in order to facilitate optimal functioning.

 

Knowledge of:

Skill in:

 

 

1.     Disability and health-related work interruption case management

2.     Benefits systems, plan designs and processes

3.     Internal and external resources

4.     Employment law and practices

5.     Employee/labor relations principles

6.     Ethical, legal and regulatory issues

1.     Interpreting functional, medical, psychological, vocational and occupational information

2.     Synthesizing information

3.     Using internal and external resources and benefits systems

4.     Developing strategic plans

5.     Employing cost containment strategies

6.     Partnering with vendors and stakeholders

7.     Providing benefits counseling

   

Task 8: Monitor case progress by assessing medical, health and functional conditions on an on-going basis in order to optimize functional recovery and facilitate successful employment outcomes.

 

Knowledge of:

Skill in:

 

 

1.     Disability and health-related work interruption case management benchmarks

2.     Evidence-based practice

3.     Case management

4.     Medical, functional, vocational, psychological, occupational and social aspects of disability

5.     Benefits systems, plan designs and processes

6.     Ethical, legal and regulatory issues

1.     Applying the principles of disability and health-related work interruption case management

2.     Using established best practice and benchmarks

3.     Analyzing medical, health, personal, occupational, vocational, psychological and functional information

4.     Synthesizing and interpreting data

5.     Interpreting health and welfare, and company benefits plans

6.     Monitoring case progress

7.     Identifying assets and barriers to recovery

 

  Task 9: Communicate effectively in compliance with practice standards and regulations using electronic technology and information systems in order to efficiently disseminate appropriate information, keep stakeholders informed, document case activities and prepare reports.

 

Knowledge of:

Skill in:

 

 

1.     Ethical, legal and regulatory issues

2.     Electronic technology and information systems

3.     Time management strategies

4.     Cost containment strategies

1.     Adhering to ethical requirements in data management

2.     Managing time and resources

3.     Organizing case activities

4.     Using electronic technology and information systems

5.     Documenting pertinent case activities and results

6.     Sharing pertinent case information with appropriate stakeholders

   

Task 10: Develop solutions that optimize the health and employment situation of employees by addressing their health and work/life issues in a holistic manner in order to address barriers that affect productivity and employment outcomes.

 

Knowledge of:

Skill in:

 

 

1.     Problem solving methods

2.     Medical, functional, vocational, psychological and social aspects of disability

3.     Factors influencing the whole person

4.     Benefits systems, plan designs and processes

5.     Internal and external resources

6.     Diverse populations and their characteristics

7.     Strategies for balancing work/life activities

1.     Counseling (e.g., work/life issues, benefits)

2.     Synthesizing information

3.     Making referrals to internal and external resources

4.     Facilitating behavior changes

5.     Developing problem solving strategies

6.     Advocating for workplace policy and practices that mitigate work/life barriers

 

  Task 11: Communicate essential elements of benefits and employment policies to employees using clear language and appropriate documentation in order to mitigate adverse impact and facilitate informed decision making.

 

Knowledge of:

Skill in:

 

 

1.     Benefits systems, plan designs and processes

2.     Employment law and practices

3.     Effective communication strategies

1.     Synthesizing information

2.     Providing benefits counseling

3.     Providing information to facilitate informed decision making

4.     Projecting potential impact of decision options

 

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Domain II: Workplace Intervention for Disability Prevention

  Task 1: Implement disability prevention practices (risk mitigation procedures such as worksite/ job analysis, job accommodation, ergonomic evaluation, health and wellness initiatives, health/disease management and work/life programs) through training, education and collaboration in order to change organizational behavior and integrate prevention as an essential component of organizational culture.

 

Knowledge of:

Skill in:

 

 

1.     Productivity, disability prevention and risk mitigation practice and procedure

2.     Organizational development and behavior

3.     Business management strategies

4.     Labor relations

5.     Human resource management

6.     Adult learning and group dynamics

7.     Change management strategies

8.     Program evaluation and reporting

9.     Financial and statistical modeling

10.  Effective communication strategies

11.  Company benefits and programs

12.  Job modification and accommodation practices and strategies

1.     Evaluating organizational culture (e.g., labor/management relations, communications)

2.     Evaluating policy, programs and procedure

3.     Facilitating sponsorship by leveraging the expertise of stakeholders

4.     Advancing team development

5.     Promoting behavior change

6.     Organizing information

7.     Communicating a business case effectively

8.     Negotiating and influencing

9.     Managing financial resources

10.  Implementing a continuous improvement approach to productivity and prevention

11.  Identifying content experts

12.  Implementing effective training with the use of technology

13.  Implementing job accommodations and recommendations

 

  Task 2: Develop a comprehensive transitional work program through collaboration with relevant stakeholders in order to facilitate optimal productivity, work retention and value in the workplace.

 

Knowledge of:

Skill in:

 

 

1.     Labor/management relations and contracts

2.     Employment law and practices

3.     Transitional work program development and implementation

4.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPPA)

5.     Organizational development and succession planning

6.     Ergonomics

7.     Interpretation of medical information, functional capacity and medical aspects of disability

8.     Jobs available in the organization and their requirements

9.     Job and worksite modification, accommodation and work hardening methodologies

10.  Assistive technology

11.  Psychosocial adjustment

12.  Vocational assessment and counseling

13.  Job development and job placement

14.  Effective communication strategies

15.  Ongoing needs of the workforce

1.     Conducting an organizational assessment of essential job functions

2.     Evaluating applicable policy and procedure

3.     Partnering with human resources (e.g., staffing)

4.     Communicating a business case effectively

5.     Developing sponsorship from management

6.     Synthesizing information

7.     Complying with employment law and labor contracts

8.     Partnering with vendors and stakeholders

9.     Facilitating a team approach

10.  Managing financial resources

11.  Budgeting

12.  Facilitating attitude and behavior change

13.  Implementing data collection strategies

14.  Interpreting disability, health and absence data

15.  Communicating effectively with stakeholders

16.  Using information systems

17.  Applying occupational and functional information to transitional work

18.  Identifying assets and barriers to disability recovery

19.  Implementing a continuous improvement approach to transitional work programs

20.  Adapting to the ongoing needs of the workforce

 

  Task 3: Develop an interactive process for worksite modification, job accommodation, or task reassignment incorporating appropriate resources (e.g., ergonomics, assistive technologies) in order to facilitate optimal functioning in the workplace and foster work retention.

 

Knowledge of:

Skill in:

 

 

1.     Business management strategies

2.     Organizational development and succession planning

3.     Group dynamics

4.     Employment practice

5.     Worksite/job analysis

6.     Vocational assessment and counseling

7.     Psychosocial adjustment theory

8.     Medical and rehabilitation treatment and protocols

9.     Ergonomics

10.  Job and worksite modification, accommodation and work hardening methodologies

11.  Assistive technologies

12.  Employment law and practices

1.     Conducting an organizational assessment of essential job functions

2.     Evaluating policies and procedures

3.     Partnering with human resources and legal counsel

4.     Communicating a business case effectively

5.     Developing sponsorship from management

6.     Synthesizing and communicating information

7.     Applying labor relations law and contracts

8.     Partnering with vendors and stakeholders

9.     Facilitating group process and team consensus

10.  Managing financial resources

11.  Budgeting

12.  Facilitating attitude and behavior change

13.  Implementing data collection strategies

14.  Interpreting disability, health and absence data

15.  Communicating effectively with stakeholders

16.  Using information systems

17.  Identifying assets and barriers to disability recovery

18.  Applying job modification and accommodation practices and strategies

19.  Identifying resources for technical assistance

20.  Applying work hardening and conditioning methodologies

21.  Using assistive technologies

22.  Coordinating resources

23.  Working effectively across and within diverse populations

   

Task 4: Recommend strategies to address ergonomic, safety and risk factors using available data in order to prevent disability and mitigate exposure.

 

Knowledge of:

Skill in:

 

 

1.     Trend analysis and incident investigations

2.     Risk management principles

3.     Ergonomics

4.     Worksite/job analysis

5.     Safety, health and environmental factors

6.     Employment practice

7.     Health and welfare benefits

8.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPPA)

9.     Job modification and accommodation practices and strategies

10.  Medical terminology, treatment and protocols

11.  Best practices for addressing ergonomic, safety and risk factors

1.     Evaluating policies and procedures

2.     Applying employment law and labor contracts

3.     Implementing data collection strategies

4.     Collecting medical, functional, vocational and psychosocial data

5.     Interpreting and communicating data

6.     Synthesizing information

7.     Communicating a business case effectively

8.     Influencing behavior change

9.     Applying occupational information and worksite interventions

10.  Assessing work functions and behaviors

11.  Conducting job analyses

12.  Implementing job modification and accommodation practices and strategies

13.  Communicating effectively with stakeholders

14.  Partnering with vendors and stakeholders

15.  Applying regulatory standards

 

  Task 5: Recommend strategies that integrate benefits plan designs and related services (e.g., work/life programs, community resources, medical services) by evaluating alignment and effectiveness in order to promote prevention, optimal productivity, quality care and cost containment.

 

Knowledge of:

Skill in:

 

 

1.     Benefits plan designs and contracts

2.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPPA)

3.     Service delivery models

4.     Business management strategies

5.     Organizational development and change management strategies

6.     Methods and metrics for evaluating the impact of benefits plans

1.     Evaluating the impact of benefits plan designs, policy and procedures

2.     Identifying relevant data sources

3.     Identifying indicators of satisfaction and productivity

4.     Interpreting disability, health and absence data

5.     Synthesizing information

6.     Communicating effectively with stakeholders

7.     Communicating a business case effectively

8.     Facilitating a team approach

9.     Coordinating resources and services

10.  Partnering with vendors and stakeholders

11.  Facilitating attitude and behavior change

12.  Applying employment law and labor contracts

13.  Partnering with human resources

14.  Budgeting

15.  Managing financial resources

16.  Using information systems

17.  Applying tools to evaluate efficiency and effectiveness

 

  Task 6: Promote health and wellness interventions that demonstrate measurable value by targeting the specific needs of employees and the organization in order to increase organizational health and productivity.

 

Knowledge of:

Skill in:

 

 

1.     Best practice in health and wellness

2.     Illness and injury prevention

3.     Health and disability trends

4.     Workforce demographics that affect health (e.g., gender, age)

5.     Public health community resources

6.     Evaluate and communicate return on investment

7.     Program evaluation and reporting

8.     Psychosocial adjustment theory

9.     Personality and motivation theory

10.  Diverse populations and their characteristics

11.  Organizational development and change management strategies

1.     Analyzing employee health risk data

2.     Implementing data collection strategies

3.     Interpreting disability, health and absence data

4.     Evaluating policies and procedures

5.     Estimating financial impact

6.     Partnering with human resources

7.     Identifying best practices and providers

8.     Applying interventions to address mental health, substance abuse and workplace stressors

9.     Facilitating attitude and behavior change

10.  Partnering with public health, medical communities, vendors and stakeholders

11.  Synthesizing information

12.  Communicating effectively with stakeholders

13.  Coordinating resources

14.  Using information systems

15.  Evaluating the efficiency and effectiveness of health and wellness interventions

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Domain III: Program Development, Management, and Evaluation

  Task 1: Establish program goals by assessing organizational needs and evaluating best practice in order to direct program design.

 

Knowledge of:

Skill in:

 

 

1.     Principles of needs assessment

2.     Principles of program design, management and evaluation

3.     Qualitative and quantitative research design

4.     Statistical applications

5.     Benefits entitlement systems and processes

6.     Safety and risk management principles

7.     Employee/labor relations principles

8.     Principles of business and finance

9.     Human resource principles

10.  Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPPA)

11.  Disability and health-related work interruption management

12.  Business and corporate terminology

13.  Organizational development theory

14.  Industry-specific best practice

1.     Implementing project management

2.     Using computer skills

3.     Applying qualitative and quantitative methods

4.     Integrating the principles of business and finance

5.     Applying plan design principles

6.     Working effectively across and within diverse populations

7.     Synthesizing research

8.     Promoting ethical practice

9.     Communicating effectively

 

  Task 2: Design the program in cooperation with a team of champions (e.g., management, labor) and with supporting policies, practices, roles and benchmarks in order to achieve established program goals.

 

Knowledge of:

Skill in:

 

 

1.     Principles of business and finance (e.g., cost/benefit analysis, return on investment)

2.     Best practice disability management concepts and principles

3.     Communication and presentation principles

4.     Financial and statistical modeling

5.     Group theory and team building

6.     Project management

7.     Disability policy and procedure

8.     Organizational development

9.     Organizational structure (e.g., stakeholders, subject matter experts)

10.  Stakeholder needs and interests

1.     Communicating effectively

2.     Influencing and negotiating with others

3.     Evaluating the effectiveness of programs

4.     Gathering, synthesizing and interpreting disability management program findings

5.     Interpreting financial and risk data

6.     Presenting qualitative and quantitative research

7.     Analyzing the cost and benefits of potential actions

8.     Presenting data pertaining to variations across settings

9.     Facilitating meetings

10.  Evaluating team members (e.g., learning styles, meeting behaviors)

11.  Designing programs aligned with organizational rewards and incentives

 

  Task 3: Design a financial plan that sustains a viable disability management program for multiple years by evaluating the resources needed in order to assist the organization in sizing its financial obligation. 

 

Knowledge of:

Skill in:

 

 

1.     Principles of business and finance

2.     Communication and presentation techniques

3.     Financial and statistical modeling

4.     Business strategy and planning (e.g., budget cycles)

5.     Standard business analysis tools (e.g., fishbone diagrams, Pareto charts)

6.     Stakeholder needs and interests

1.     Identifying stakeholders

2.     Developing financial plans

3.     Interpreting financial and risk data

4.     Comparing program data to best practice and research

5.     Presenting qualitative and quantitative research

6.     Analyzing complex data sets

 

  Task 4: Develop staff consistent with program goals and the financial plan in order to achieve established program goals.

 

Knowledge of:

Skill in:

 

 

1.     Leadership principles

2.     Organizational behavior, development and theory

3.     Communication and presentation techniques

4.     Staff development principles and practices

5.     Personality and motivation theory

6.     Adult learning theory

7.     Supervision theory

8.     Best practices and principles of disability management

9.     Program design, management and evaluation

1.     Applying leadership principles

2.     Advocating for staff development needs

3.     Using personality and motivation assessment methods

4.     Communicating effectively

5.     Applying effective instructional strategies

6.     Using effective presentation skills

7.     Applying concepts of organizational development

8.     Applying concepts of program design

9.     Incorporating change management strategies

10.  Working effectively within the financial plan

 

  Task 5: Select the metrics by which the program will be evaluated based on goals and design, best practice and benchmarking data in order to assess effectiveness and make adjustments as needed. 

 

Knowledge of:

Skill in:

 

 

1.     Program evaluation tools and methods

2.     Effective strategies for communicating data

3.     Communication tools and linkages (e.g., electronic data linkages)

4.     Research-based programming

5.     Metric identification and development

6.     Industry-specific best practices

1.     Selecting metrics by which the program is to be evaluated

2.     Identifying sources of data

3.     Identifying methods for collecting data

4.     Identifying methods for analyzing data

5.     Evaluating results against established metrics

6.     Interpreting and explaining data

7.     Producing effective reports based on chosen metrics

8.     Making effective presentations

 

  Task 6: Implement cross-functional processes consistent with program philosophy, objectives and best practice in order to meet program goals. 

 

Knowledge of:

Skill in:

 

 

1.     Program philosophies and objectives

2.     Organizational policy and procedures

3.     Industry-specific best practices

4.     Team building and management

5.     Organizational process mapping relevant to program

6.     Program management principles

7.     Change management strategies

8.     Negotiation and conflict resolution strategies

1.     Communicating effectively

2.     Working effectively across departments or groups within the organization

3.     Teaching others about program philosophy, objectives, practices and procedures

4.     Using effective presentation skills

5.     Bringing others together to reconcile differences when they occur

6.     Incorporating change management strategies

 

  Task 7: Offer education and training through collaboration with stakeholders (e.g., supervisors, management, employees and labor organizations) in order to promote program goals.

 

Knowledge of:

Skill in:

 

 

1.     Adult learning theory

2.     Group dynamics

3.     Program design and goals

4.     Industry-specific best practices

5.     Employee/labor relations

6.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPPA)

7.     Organizational development principles

1.     Applying leadership techniques

2.     Developing curriculum/training elements

3.     Designing training programs consistent with adult learning theory

4.     Communicating effectively

5.     Using effective presentation skills

6.     Applying principles of organizational development in training approach

7.     Incorporating change management strategies

 

  Task 8: Manage the program’s operational and financial performance on an ongoing basis using established metrics in order to identify costs, trends and productivity loss for the purpose of program evaluation and return on investment.

 

Knowledge of:

Skill in:

 

 

1.     Business plans and models

2.     Change management strategies

3.     Statistical and financial applications and modeling

4.     Strategies for identifying and analyzing program costs and benefits (e.g., productivity loss)

5.     Effective communication strategies

6.     Communication tools and linkages (e.g., electronic data linkages)

7.     Organizational development

8.     Industry-related benchmarks

1.     Integrating business plans and models with stakeholder interests

2.     Constructing business cases for programs based on their financial performance

3.     Influencing and negotiating with others

4.     Making effective presentations

5.     Communicating effectively

6.     Planning and modeling

7.     Analyze data sets

8.     Targeting program improvements based on analysis

 

  Task 9: Integrate data from all relevant sources by collecting, organizing, and interpreting information and by using available information systems in order to support decision making for program improvement and to assess cost effectiveness and return on investment.

 

Knowledge of:

Skill in:

 

 

1.     Information systems

2.     Decision-making strategies

3.     Project management principles

4.     Standard statistical analytics

5.     Organizational structure (e.g., stockholders, subject matter experts)

6.     Financial administration

1.     Identifying sources of data and data-collection strategies

2.     Identifying strategies for integrating data from various sources

3.     Identifying methods for analyzing data

4.     Interpreting results and drawing reasonable conclusions

5.     Using data for decision making

6.     Communicating effectively

 

  Task 10: Procure internal and external services using commonly accepted selection criteria in order to achieve program goals.

 

Knowledge of:

Skill in:

 

 

1.     Community resources and service delivery models

2.     Performance standards

3.     Objective selection criteria

4.     Procurement practices

5.     Effective communication strategies

6.     Negotiation and conflict resolution

7.     Statistical and financial applications

8.     Vendor and product evaluation methods (e.g., use of evidence-based practices)

9.     Best practice principles of disability management

10.  Public relations

1.     Researching community and business resources

2.     Translating stakeholder needs to vendor communities

3.     Persuading vendors to respond to stakeholder need

4.     Maintaining relationships with a wide vendor community

5.     Incorporating research into the selection of vendors

6.     Maintaining optimal transparency in the selection process

7.     Applying analytical and critical thinking

8.     Writing grants and requests for proposals

9.     Responding to grant and proposal requests

10.  Influencing and negotiating with others

11.  Developing business strategies and plans

 

  Task 11: Manage service providers using defined performance standards in order to maximize the quality of services and return on investment.

 

Knowledge of:

Skill in:

 

 

1.     Vendor management principles

2.     Information systems

3.     Vendor and product evaluation methods (e.g., use of evidence-based practices)

4.     Methods for determining cost benefit

5.     Best practices of disability management

6.     Program design, management and evaluation

1.     Developing and managing vendor relationships

2.     Influencing and negotiating with others

3.     Building effective teams with vendors

4.     Analyzing costs in relation to outcomes and the contract

5.     Integrating communication links with and among service providers

 

Back to top

Domain IV: Employment Leaves and Benefits Administration

  Task 1: Manage employment health-related leaves in accordance with local, state and federal requirements in order to maintain legal and regulatory compliance.

 

Knowledge of:

Skill in:

 

 

1.     Definitive sources of information (e.g., Internet, published materials)

2.     Subject matter experts within the organization (e.g., legal, HR)

3.     Information systems

4.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPAA)

5.     Effective communication strategies

6.     Organizational practice and policy

7.     Principles of change management

8.     Employee/labor relations principles

9.     Human resource principles

10.  Mathematical concepts related to benefits management

1.     Managing one’s own time and the time of others

2.     Applying new information to current and future problem-solving and decision making

3.     Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

4.     Solving problems

5.     Maintaining focus on stakeholders

6.     Communicating effectively

 

  Task 2: Administer health and welfare plans consistent with government regulations and corporate requirements in order to provide appropriate employee entitlements as they pertain to health-related work interruptions.

 

Knowledge of:

Skill in:

 

 

1.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPAA)

2.     Benefits and entitlement programs and systems

3.     Benefits plan design

4.     Organizational practice and policy

5.     Employee/labor relations principles

6.     Human resource principles

7.     Organizational structure (e.g., stakeholders, subject matter experts)

8.     Negotiation and conflict resolution

9.     Principles of change management

10.  Information systems

1.     Managing one’s own time and the time of others

2.     Applying new information to current and future problem-solving and decision making

3.     Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

4.     Solving problems

5.     Maintaining focus on stakeholders

6.     Communicating effectively

 

  Task 3: Manage payroll and systems data relevant to employment leaves and benefits by maintaining accurate records in order to comply with legal and regulatory requirements (e.g., Sarbanes Oxley, employment and benefits laws).

 

Knowledge of:

Skill in:

 

 

1.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPAA)

2.     Benefits and entitlement programs and systems

3.     Benefits plan design

4.     Employee/labor relations principles

5.     Human resource principles

6.     Organizational structure (e.g., stakeholders, subject matter experts)

7.     Negotiation and conflict resolution

8.     Principles of change management

9.     Organizational practice and policy

10.  Information systems

1.     Managing one’s own time and the time of others

2.     Applying new information to current and future problem-solving and decision making

3.     Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

4.     Solving problems

5.     Influencing and negotiating with others

6.     Maintaining focus on stakeholders

7.     Communicating effectively

8.     Analyzing the costs and benefits of potential actions

9.     Identifying measures or indicators of system performance

10.  Working effectively across and within diverse populations

   

Task 4: Identify risks associated with health-related work interruptions and employment leaves by referring to pertinent internal and external resources and regulations in order to influence organizational decision making. 

 

Knowledge of:

Skill in:

 

 

1.     Pertinent federal, state and local regulations (e.g., ADA, OSHA, Workers’ Compensation, HIPAA)

2.     Benefits and entitlement programs and systems

3.     Benefits plan design

4.     Employee/labor relations principles

5.     Human resource principles

6.     Organizational structure (e.g., stakeholders, subject matter experts)

7.     Negotiation and conflict resolution

8.     Principles of change management

9.     Organizational practice and policy

10.  Information systems

1.     Managing one’s own time and the time of others

2.     Applying new information to current and future problem-solving and decision making

3.     Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

4.     Solving problems

5.     Influencing and negotiating with others

6.     Maintaining focus on stakeholders

7.     Communicating effectively

8.     Analyzing the costs and benefits of potential actions

9.     Identifying measures or indicators of system performance

10.  Working effectively across and within diverse populations

 

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