ROLES & RESPONSIBILITIES
IN
CONSOLIDATED SUPPORTS &
SERVICES
INDIVIDUAL /Participant
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Maintain frequent contact with the Circle of
Support.
Understand and participate in the
development of the ISP and CSS Plan.
Always maintain an effort to implement the
CSS plan.
Establish a good working relationship with
the Fiscal Employer Agent (FEA).
Individual cont’d
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Ensure that the MSC is informed of all aspects of
the participants needs/wants
Complete and submit all service documents that
the Fiscal Employer Agent (FEA) requires.
Notify the MSC immediately on any reportable
incidents.
Ensure that all staff are trained in the necessary
safeguards and incident reporting for OMRDD.
Individual cont’d
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Ensures that the Broker contract specifies
service term, compensation and deliveries.
Ensures the contract between the FEA and
CSS participant in place and current
Acts as liaison to the DDSO contact
regarding serious issues.
Circle of Support
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Ensure that the CSS participant’s rights and
freedom of choice are not compromised.
Ensure that the participants feelings, fears
and preferences are communicated.
The CSS participant freely chooses their
Circle of Support.
A Medicaid Service Coordinator must be a
member of the Circle of Support.
Start-up brokers/Support Brokers are
selected by the participant.
Circles cont’d
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The Circle must meet regularly during the plan
development and then once quarterly once the
plan is in place.
Shares responsibilities for the development and
implementation of safeguards.
Establishes the pros and cons of power of
attorney, and a health care proxy.
Assists participant to stay within budget.
Assures fiscal management.
Circles cont’d
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Ensures the DDSO Liaison is notified of issues.
Ensures that the monthly service note is
completed.
Ensures supports/timesheets are signed by the
CSS participant.
Ensures that the participants understands the
fiscal expenditure reports.
Identifies liaison responsible for interaction with
FEA.
Circles cont’d
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Ensures that the Broker contract specifies service
term, compensation and deliveries.
Ensures the contract between the FEA and CSS
participant in place and current
Acts as liaison to the DDSO contact regarding
serious issues.
Meet a minimum of quarterly meetings
Medicaid Service Coordinator
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Discharge participant from any certified program
which are to be replaced by CSS
Maintain medicaid service coordination record
Must participate in Circle meetings
Act as a link between liaison & the Circle of
Support
Follow Incident reporting protocol regarding CSS
participants & notify liaisons of incidents
MSC cont’d
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Will ensure that Valued Outcomes jn CSS plan
reflect the Valued Outcomes In the ISP
Ensure that CSS is Listed as a Waiver Service in
the ISP
MSC will receive copy of the monthly report from
the fiscal employer agent
Ensure that participant is enrolled in the HCBS
waiver & report any change in status to SD liaison
Fiscal Employer Agent
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Set up individual financial account for each
participant
Attend ISP & CSS plan reviews
Participate in participants launch meeting
Have on file a signed & dated agreement/contract
with each participant
Provide for necessary training to participant &
circle members
Ensure all staff have received incident report
training
FEA cont’d
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Provide all participants written documents
regarding supports & services
Provide written instructions on the completion of
all required billing
Ensure that all billings are made on behalf of
participants only for goods & services identified in
the CSS plan
Provide written guidance& training to participants
re hiring, working with and terminating staff
FEA cont’d
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Ensure that Circle members have signed time
sheets & approved the payment of invoices
Maintain support documentation for payments
made on behalf of participants, i.e., a current
signed ISP, signed CSS plan, invoices, time sheets,
contemporaneous case notes, monthly summary
notes, etc…
Maintain required documentation for a period of 6
years
FEA cont’d
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Validate that four (4) medicaid billable services
were provided (no more than two in ay one week)
prior to billing the appropriate government entity
Submit copies of participant’s signed monthly
summary notes to the MSC & the liaison
Provide monthly revenue & expenditure reports to
the participant, their designee, liaison, Support
broker (if applicable), & Central Office
FEA cont’d
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Assure that all employees are paid for fringes,
etc…& that paychecks to employees are provided
in a timely manner
Ensure that all staff paid through the FEA receive
appropriate wage & tax statements (1099s)
FEA cont’d
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Arrange a “launch” meeting with participant,
circle, MSC, broker & FEA
That the CSS plan & budget are reviewed in the
launch meeting
Approved supports & services are reviewed
Safeguards are reviewed
Documentation is reviewed
Incident reporting training occurs
Roles & responsibilities are reviewed
DSO LIAISON
DDSO FILE
 Maintain a participant file
 Include in file CSS plan, ISP, & Budget
 Signed monthly case notes, MSC notes
 Monthly Expenditure reports /statements
 Safeguards are identified
 All Documents are signed & dated
LIAISON cont’d
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Ensure that participant remains enrolled in the
waiver
Person has been discharged from certified
programs
Persons name has been removed from TABs
program roster
Person is added to CSS TABS roster
The FEA has a valid contract between participant
& FEA
Liaison cont’d
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Ensures that participant & circle have emergency
contact information
Will meet with the circle to brainstorm new
strategies when appropriate, i.e., not meeting
enough, an incident occurs, issues have arisen,
etc…
Will monitor ongoing status of CSS plan
Assures Circle understands the importance of
incident reporting
Liaison cont’d
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Assures that incidents are reported to the MSC
Assures the circle has provided or arranged for
training on health & safety precautions for the
participant’s self hires
Will notify Central Office of any reportable
incidents In CSS
Prepare for medicaid Audits, training participants
& their circles
Assure quality and satisfaction
Support broker
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Meet with participant & circle
Listen
Write CSS plan
Complete an effective budget
Revise or amend CSS plan as requested by
participant
Stay in contact with FEA
SUPPORT BROKER cont’d
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Advise circle on CSS & waiver information
Send current CSS plan to participant when
complete
Instruct Participant & circle to review and
sign, send to liaison
Assist with employee training
Assist with the recruitment & hiring of staff
Problem solve
SUPPORT BROKER cont’d
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Attend or participate in a six month review
of services
Ensure that all CSS plans have an effective
date, and current signatures
Documentation
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Participant & circle will maintain a service record
( CSS Resource Guide)
MSC will maintain service documentation record
& each MSC will reference satisfaction with the
plan
FEA will maintain all documentation identified
Previously