Consumer Directed Care Plus

1. Module: CDC+ 101 for Consultants Consumer Directed Care Plus 1 REVISED 9/2012..

2. INTRODUCTION • This module is an introductory training for all consultants working with CDC+ consumers in the following programs: • Aged and Disabled Adult Waiver (Department of Elder Affairs and Department of Children and Families); • Traumatic Brain and Spinal Cord Injury Waiver (Department of Health); and • Aging Out Program (Agency for Health Care Administration). 2

3. PART I • OVERVIEW • SUPPORT SYSTEM • WAIVER REQUIREMENTS • CONSULTANT ROLE • CONSULTANT TOOLS 3

4. BRIEF OVERVIEW OF CDC+ • CDC+ is an option for participants enrolled in the Aged and Disabled Adult Waiver (DCF & DOEA), the Traumatic Brain and Spinal Cord Injury Waiver (DOH), and the Aging Out Program (AHCA). • CDC+ empowers the consumer to make choices regarding the provider of services and how the services will be delivered. • CDC+ consumers are responsible for hiring, training, supervising, and terminating employees. 4

5. SHIFT IN SUPPORT SYSTEM Waiver Case Manager CDC+ Consultant 5

6. WAIVER REQUIREMENTS 6

7. 7

8. CDC+ Monthly Consumer Review Form • The CDC+ Monthly Consumer Review Form ensures • review of: • services and supports; • account statements; • receipts and purpose for cash purchases; and • vendor invoices. 8

9. Monthly Consumer Review Form 9

10. CONSULTANT ROLE: What does a consultant do? • INFORMS the consumer about options available for needed medical, social, educational, and other services regardless of funding source. • COUNSELS the consumer on choices available from CDC+, based on the ADA care plan and monthly allocation. • TRAINS the consumer on responsibilities as a household employer and CDC+ Program requirements. • ASSISTS the consumer in setting goals, and in understanding and submitting accurate/complete paperwork for continued CDC+ enrollment. 10

11. Consumer/Consultant Agreement • A CDC+ consultant should: • Provide training to the consumer/representative; • Review the CDC+ Budget Plan to ensure it meets the consumer’s needs; and • Be available to answer questions. 11

12. Consumer/Consultant Agreement 12

13. CONSULTANT TOOLS • Waiver Care Plan • The Personal Goal Setting Tool (PGS) • CDC+ Guidelines • Account Statement • Corrective Action Plan • CDC+ Program Office 13

14. Personal Goal Setting Tool (PGS) • Required by the waiver; • Required during the CDC+ enrollment process; • Must be reviewed and revised annually or when there is a significant change on the care plan. 14

15. Account Statement • Mailed to consumers or representatives monthly. • Made available to consultants online for monthly review. • Consultants need a user name and password to access the statements and information for their consumers. The CDC+ Program Office provides the user name and passwords for consultants. 15

16. Corrective Action Plan (CAP) • Corrective action plans are developed by the consultant • and the consumer/representative to correct a problem. • Examples of circumstances where a CAP is appropriate: • Overspending the budget (e.g., not having adequate funds to meet payroll or other obligations); • Paying employees with cash to avoid taxes; • Mismanagement of employees; • Inability to self direct; • Failure to comply with CDC+ Program guidelines. 16

17. Corrective Action Plan 17

18. PART II • Additional Roles in CDC+ • Consumer • Representative • Family Members • Employees • Vendors • DOEA as Fiscal/Employer Agent (F/EA) 18

19. Consumer • Consumer is the term used to identify the person currently enrolled on the traditional waiver who enrolls in CDC+. • A consumer is considered a household employer by the IRS. • Consumers must use their monthly allocation responsibly. 19

20. Representative • Must pass a Level II Background Screening; • Assists a consumer in managing the requirements of the CDC+ Program; • Are not paid for this assistance; and • Receives cash checks and other correspondence from the CDC+ Program Office. 20

21. Family Members/Employees/Vendors • Employees may include family members, friends, and neighbors. • These directly hired employees often provide services, such as personal care, homemaker, chore, and respite. • Vendors are often used to provide emergency back-up services when the regular workers are not available. 21

22. DOEA as Fiscal/Employer Agent • Federal Requirements: • Internal Revenue Service • Federal Regulations/Law • Center for Medicare and Medicaid Services • State Requirements: • Florida Department of Revenue • Agency for Workforce Innovation • State Regulations/Law • Contractual Requirements: • Subagents for information technology and financial services 22

23. CDC+ Program Office Customer Service Customer Service: 1-866-232-3733 Email address: cdcplus@elderaffairs.org 23

24. PART III • Savings • Change Forms • CDC+ Website 24

25. Savings • Consumers can allocate a monthly amount to save for items that increase the consumer’s independence. • The development of savings must be tied to needs identified on the waiver Care Plan and on the Personal Goal Setting Tool. • An appropriate savings code must be on the consumer’s CDC+ Budget Plan before purchasing the item. • Consumers must always have an emergency back-up plan for critical services. 25

26. Purchase Request Form Instructions 26

27. Purchase Request Form 27

28. Change Form • The Change Form is the most important form the consultants will use to keep the CDC+ Program Office informed of consumer changes. • It is crucial that the consultant submit a Change Form to the CDC+ Program Office as soon as the consultant becomes aware of a change of address, hospitalization, or death of a consumer. 28

29. Change Form 29

30. WWW.CDCPLUS.ORG • Home page • CDC+ Members Only • Training • Information Available for Download 30

31. Thank you. 31