(a) Upon choosing to participate in the SRO and before the first meeting with an SRO provider, an individual or LAR must complete the SRO orientation. (b) During the SRO orientation, the individual or LAR must complete: (1) DADS' SRO Self-Assessment Checklist to identify additional training and other support needed to ensure the individual's success in daily management of services; (2) DADS' SRO Roles and Responsibilities Agreement; (3) DADS' Planning For Success and the Risk Planning Checklist to identify informal supports to be included in the individual's service back-up plan; (4) a service back-up plan for critical services containing specific strategies, the sequence of activities, and service back-up plan contact information; (5) a review of the resources available to an individual participating in the SRO; (6) a review of the responsibility for potential liability if the individual or service provider is injured while doing tasks under the individual's training and supervision; (7) a review of the management agreement that will be negotiated with the SRO provider; (8) a checklist of the characteristics and skills an SRO provider will seek in a potential service provider; and (9) documentation that an individual is choosing a representative and the specific management tasks the representative will assume. (c) The individual or LAR must have the completed forms at the initial meeting with the SRO provider.