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About the Role

This role involves working closely with participants and their support teams to manage self-directed budgets and plans, ensuring compliance with regulations and promoting participant independence.

Responsibilities

• Works in close collaboration with the Participant, his/her Circle of Support, Fiscal Intermediary, Care Manager, Support Staff, Voluntary Providers, and others to execute the Self-Directed Budget.
• Maintains professional communication with all team members and replies promptly.
• Attends 2 mandatory meetings per Participant, per budget year, and additional meetings as needed.
• Develops the Participant’s budget reflecting his or her wants and needs in a timely manner, making changes as requested by the Participant.
• Assists the Participant to develop a comprehensive Self-Direction Plan consistent with his/her Life Plan.
• Provides education and training to the Self-Directed Participant and their planning team in implementing the Self-Direction Plan, according to Medicaid and New York State standards and regulations.
• Monitors the expenditure report provided by the Fiscal Intermediary monthly to ensure spending does not exceed the allocated budget.
• Educates and trains each Participant to the highest degree possible about their Self-Direction Plan.
• Encourages Participants to assume as much responsibility as possible for their services.
• Assists Participants with submitting documentation timely.
• Follows all regulations and agency policies and procedures regarding incident reporting.
• Completes initial broker training and maintains certification annually.
• Completes 12 hours of required training per year.
• Attends any other trainings as requested by the Self-Direction Manager.
• Attends required Broker Institute Training to receive certification in Brokerage.
• Submits to OPWDD for annual recertification in a timely manner.
• Tracks individualized training records and retains them as needed.
• Attends the Participant’s Life Plan reviews and assists Participants in reviewing and updating their Life Plan as requested.
• Follows all regulations regarding paperwork review, completion, and distribution.
• Ensures that the Life Plan and Staff Action Plan directly relate to the Participant’s needs.
• Ensures appropriate safeguards are in place.
• Ensures all deadlines are met in a timely manner.
• Ensures Life Plan and Staff Action Plans are reviewed at a minimum, twice annually.
• Works closely with the Participant and team to ensure HCBS Waiver status is maintained.
• Works in collaboration with Self-Directed Participant’s Fiscal Intermediary of choice.
• Establishes with outside Fiscal Intermediary agencies as needed.
• Attends required agency trainings as requested by outside Fiscal Intermediaries.
• Provides required Broker Trainings to Fiscal Intermediary for their records.
• Maintains a professional relationship and positive communication.
• Maintains Caseload and Broker billable hours as outlined by Self-Direction Manager.
• Tracks billable hours in electronic software to ensure required monthly billable hours are met.
• Processes broker billing in a timely manner.
• Submits broker billing according to Fiscal Intermediaries preference.
• Ensures Fiscal Intermediaries process payment by practicing good communication and timely submission.
• Creates billable entries in Citizen Advocates electronic software.

Requirements

• Completes initial broker training and maintains certification annually.
• Completes 12 hours of required training per year.
• Attends required Broker Institute Training to receive certification in Brokerage.
• Submits to OPWDD for annual recertification in a timely manner.
• Tracks individualized training records and retains them as needed.
• Follows all regulations regarding paperwork review, completion, and distribution.
• Ensures that the Life Plan and Staff Action Plan directly relate to the Participant’s needs.
• Ensures appropriate safeguards are in place.
• Ensures all deadlines are met in a timely manner.
• Ensures Life Plan and Staff Action Plans are reviewed, at minimum, twice annually.
• Works closely with the Participant and team to ensure HCBS Waiver status is maintained.
• Works in collaboration with Self-Directed Participant’s Fiscal Intermediary of choice.
• Establishes with outside Fiscal Intermediary agencies, as needed.
• Attends required agency trainings as requested by outside Fiscal Intermediaries.
• Provides required Broker Trainings to Fiscal Intermediary for their records.
• Maintains a professional relationship and positive communication.
• Maintains Caseload and Broker billable hours as outlined by Self-Direction Manager.
• Tracks billable hours in electronic software to ensure required monthly billable hours are met.
• Processes broker billing in a timely manner.
• Submits broker billing according to Fiscal Intermediaries preference.
• Ensures Fiscal Intermediaries process payment by practicing good communication and timely submission.
• Creates billable entries in Citizen Advocates electronic software.

Skills

• Excellent communication skills
• Excellent computer skills

Location

• Creighton Road - Malone, NY 12953

Work Type

• Full Time
• 40 hour a week position
• Monday through Friday
• Hours of work: 8:00 a.m. to 4:30 p.m.
• Hours and schedules may vary
• Travel to Participant’s choice of meeting locations could be necessary
• Occasional travel to trainings

Experience Level

• One year experience in a Human Service position

Education Level

• Associate’s Degree in Human Services or Business/Accounting

Salary/Compensations

• $17.00 - $22.00 Hourly

Benefits

• Mileage will be reimbursed at agency rate.