Support Broker

Position Overview:

To assist individuals with disabilities attain their independent living goals by educating, advocating, and securing services. Work as part of a team to carry out the mission and vision of CNY Quest, Inc. and support the overall goals of the organization

Responsibilities will include but are not limited to the following:

• Assist the individual/ family in completing the startup process according to OPWDD requirements and program procedure.
• Assist the individual and family in maintaining the self-direction plan/budget including monitoring expenditures to ensure that expenditures do not exceed the self-direction budget.
• Assist the individual in reviewing the Monthly Spending Detail Report provided by the Fiscal Intermediary.
• Assist the individual in building their Circle of Support and facilitate Circle of Support meetings.
• Assist the individual in developing a comprehensive Person Centered Plan with the involvement of the Care Manager and Circle of Support
• Ensure completion and regular updating of habilitation plans for self-hired Community Habilitation and Supported Employment (SEMP) staff if these services are chosen.
• Document time and services provided in compliance with OPWDD and Medicaid regulation.
• Broker time sheets must be completed contemporaneously (within 48 hours of any billable contact)
• Broker time sheets will be provided to the program director weekly at the time of supervision.
• Assist the individual in properly documenting self-directed services according to Medicaid and OPWDD regulations and policy including timesheets, service documentation, mileage and expense reimbursement forms, and all other required documentation.
• Track the Community Habilitation plan through the approval process and act as liaison with the local DSO throughout the duration of application, approval, and implementation and respond to requests for information in a timely way.
• Assist individuals as specified by each broker contract of services with such things as annual meetings, plan management, revisions, amendments, Circle of Support facilitation and provide support around employee issues.
• Ensure that Circle of Support meetings occur at least four times per year. The participant and the support broker must be face-to-face (in person) for these meetings.
• Execute appropriate documentation and invoicing activity and billing of service in accordance with agency guidelines.
• Attends and participates in individual conferences, staff meetings, training sessions and professional development opportunities as required. Maintains training record. .
• Complete annual professional development as per OPWDD regulations.
• Maintain necessary records and documentation for each consumer served.
• Report all incidents to Director of Programs and follow incident reporting procedures as outline in Quest Policies
• Maintain confidentiality of all work related information.
• Act in a manner consistent with Central New York Quest’s Mission.
• Other duties as assigned by the supervisor.