What are the responsibilities and job description for the Independent Broker - Self Directed position at The Arc Allegany-Steuben?
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The responsibility of the Independent Broker is as follows:
The responsibility of the Independent Broker is as follows:
- Assisting the participant in developing and maintaining a Circle of Support/Planning Team and assisting in planning and directing team meetings (this includes: assisting the participant in scheduling and facilitating team meetings; identifying new team members; identifying and assigning roles and tasks for Circle of Support/Planning Team members; assisting with the overall functioning of the Circle of Support/Planning Team; ensuring team members are freely chosen by the participant; and the team is operating in the participants best interests and within the principles of Self Determination).
- Meeting with the participant’s Circle of Support/Planning Team, at least twice a year as detailed in the Circle of Support/Planning Team Meetings section below.
- Ensuring completion of and updates to Staff Action Plans for self-hired Community Habilitation and Supported Employment (SEMP) staff for participants who receive such services.
- Assisting the individual to develop a comprehensive Self-Directed Budget that is consistent with his/her Life Plan; and
- Working with the individual and his/her Circle of Support/Planning Team to ensure that all necessary safeguards are included and addressed in the Life Plan.
- Assisting the participant with developing a comprehensive Life Plan.
- Providing education, training, and technical assistance to the participant and his/her Circle of Support/Planning Team in implementing the Self Directed Budget according to applicable federal and state standards.
- Working with the participant, his/her Circle of Support/Planning Team, and the Care Manager to identify and develop initial connections in the community, as identified in the participant’s Life Plan.
- Monitoring Self Direction expenditures to ensure that spending does not exceed the Self Directed Budget by assisting the participant and the Circle of Support/Planning Team to review the expenditure report provided by the Fiscal Intermediary (FI).
- Working with the individual and Circle of Support/Planning Team to review and update the Self Direction Budget, as needed, so that it meets the needs of the participant and remains current and eligible for Medicaid funding.
- Attending the participant’s Life Plan reviews and assisting the participant with reviewing and updating his/her Life Plan and requested.
- Ensuring that at least two face to face Circle of Support/Planning Team meetings occur each year.
- Assisting the participant with properly documenting services according to applicable federal and state regulations and policy (including assisting the participant with reviewing and submitting documentation to the FI, such as: employee time sheets; monthly summary note; mileage and expense reimbursement forms; and all other required documentation).
- Assisting the participant with hiring and retaining appropriate support staff (including assisting the participant in recruiting, interviewing, hiring, scheduling, and supervising self-hired staff, and assisting the participant with identifying and retaining adequate backup staffing to ensure availability as needed by the participant).
