Consolidated Supports and Services (CSS)

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Consolidated Supports and Services (CSS)

• THE BROKER ROLE IN SELF DIRECTED SERVICES

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BROKER HALLMARKS

• BELIEF in the PERSON
• FOCUS on the PERSON at the CENTER
• RESPONSIBLE and RESPONSIVE to the PERSON the
  family

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BROKER REQUIREMENTS

• must comply with fingerprinting and Criminal
  Background Check regulations in order to provide
  broker services
• must be committed to concepts of person centered
  planning (PCP) and self direction
• must attend Broker Training Institute (BTI)
  offered by OPWDD and complete 3 additional
  trainings
• PCP
• Self-Determination/Self Advocacy
• Circles of Support

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WHO CAN BE A BROKER?

• Parents, family members, human service
  professionals, self-advocates, and anyone else
  who is interested
• Immediate family members and persons with
  clinical relationships with the individual may
  not be paid to provide broker services.
• Medicaid Service Coordinators and residential or
  day habilitation staff who provide direct support
  to a person may not be a paid broker for that
  individual.

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BROKER RESPONSIBILITIES

• Person Centered Planning (PCP) keeping the
  person at the center
• Use and encourage person-first, self directed
  language
• Work with individual and circle of support (COS)
  to develop and maintain self directed plan
• Work with individual and COS to implement of self
  directed services
• Facilitate self directed solutions

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BROKER Communication is the Key
Participant
Circle of Support
Broker
FMS
Communication
Communication
DDSO/OPWDD
Communication
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TYPES OF BROKERS

• Start up Broker
• time limited
• facilitates person centered planning (if not
  already developed)
• assists the individual in design of the self
  directed plan
• provides technical support to participant to
  develop plan and budget
• completes CSS Plan/Budget document
• teaches supports individual, family COS to
  understand responsibilities in self direction
• Support Broker
• ongoing
• assists in implementation maintenance of self
  directed plan
• teaches supports individual, family COS to
  understand responsibilities in self direction
• facilitates changes to plan budget as requested
  

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STARTUP BROKER ROLE -
FITTING PIECES TOGETHER
COS
PCP
Funding, Plan Budget
Services Supports
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ROLE OF START UP BROKER

• Complete an agreement between participant
  broker
• Facilitate PCP
• Assist with COS development
• Work with the participant to complete the CSS
  Plan (habilitative plan)

• Work with the participant to complete the CSS
  Budget supporting the Plan
• Assist with communication among stakeholders
• Stay connected to MSC, DDSO Liaison the FMS
• Assist with self hired staff (if requested)

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ROLE OF SUPPORT BROKER

• Assist with service documentation and Medicaid
  compliance after implementation throughout plan
• Assist with understanding self directed process
• Facilitate PCP
• Assist with communication among stakeholders
• Assist participant with maintaining a healthy,
  active COS

• Attend ISP annual semi-annual reviews and hab
  plan reviews (if held separately)
• Work with participant to maintain the CSS
  Plan/Budget, prepare amendments when necessary
• Stay connected with MSC, FMS DDSO Liaison
• Assist with self hired staff issues (if
  requested)

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Ongoing BROKER Functions

• Revisit PCP on a regular basis or as changes
  occur
• Problem solve COS issues challenges
• Assist with restructuring of COS if needed
• Facilitate discussions of risks safeguards
• Assist participant COS with self directed
  language and information as needed, e.g., writing
  job descriptions
• Reinforce RESPONSIBILITY as the
• cornerstone of self directed services
• Stay informed about whats
• current in self directed options

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Additional BROKER Functions

• Assist with recruitment, hiring, training and
  management of self hired staff as requested
• Teach participant COS about OPWDD system,
  waiver services other alternatives in self
  direction
• Support the self directed nature of the plan
• Identify potential conflicts of interest

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CHOOSING A BROKER - Options

• Individuals with Consolidated Supports Services
  (CSS Monthly), Portal or Portal-like plans may
  choose
• INDEPENDENT BROKER
• or
• AGENCY BROKER

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INDEPENDENT BROKER

• Autonomous
• Can be full or part time
• Is selected by participant COS
• Works by broker agreement
• Bills at rate that reflects his experience (25 -
  35 per hour)

• Has no backup
• Must manage own training requirements
• Must manage own service documentation within
  established timelines
• Must stay connected with CSS liaison

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AGENCY BROKER

• Works for the participant and the broker agency
• Is supervised by agency staff
• Bills at agency rate (40 per hour) for services
  provided
• Works by broker agreement (agency listed as
  broker)
• Broker agency
• Maintains and manages the agency brokers
  training records
• Can provide agency backup for the brokers on its
  staff

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SELF DIRECTED SERVICES - Responsibilities Overlap
Financial Management Services
DDSO
PARTICIPANT
Circle of Support
Broker
MSC
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Service Coordinators may help BROKERS with

• Circle development and maintenance
• Working with generic community resources
• Budgeting, paperwork
• Working with Financial Management Services agency
• Assisting with hiring and firing self hired staff

• Brokering individual service agreements with self
  hired staff
• Planning
• Health and safety decisions
• Monitoring quality
• and satisfaction

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BROKER and FMS should work cooperatively on

• Identifying and working with generic community
  resources
• Planning for changes as needed or wanted
• Budget review amendments
• Paperwork including service documentation

• Assisting with hiring and firing support staff
• Brokering individual service agreements with
  self-hired staff
• Health and safety decisions
• Monitoring quality
• and satisfaction

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Broker Payment Process

• Broker may not be paid for services provided
  prior to Effective Start Date on approved
  start-up broker price sheet or Budget Effective
  As Of date on approved CSS Plan/Budget price
  sheet.
• Broker sends completed invoices to FMS after
  services have been delivered. Invoice must be
  signed by broker and participant/designee prior
  to submission.
• Once appropriate documentation is
• received by FMS, the invoice is
• paid.

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Summary

• Self directed services make a difference in the
  lives of people with developmental
  disabilities!!!
• Brokers have an ESSENTIAL part to play
• Participants seem to have higher levels of
  satisfaction with individualized services when
  they trust and work well with their brokers!