Self Direction Specialist - FI/Broker (2207-194)
Company: Arc of Monroe County
Posted on: June 8, 2021
The Self Direction Specialist works as both a Fiscal
Intermediary (FI) and a Support Broker. Ensures persons supported
have the opportunity to make choices; develop and achieve;
participate in community; maintain good health and secure personal
future; be treated with respect and dignity; and experience
relationships with family members, friends and neighbors.
As an FI: Responsible for the oversight of the Self-Direction
Plan/Budget on their caseload ensuring the person supported their
families and circle of support to self-directed services work
within the individualized budget. Processes paperwork; bills for
services; provides fiscal accounting and reporting; provides
Medicaid, corporate compliance and general administrative and
staffing supports; and works with persons supported, families and
vendors to ensure services and reimbursements of funds are provided
in timely and appropriate manner.
As a Support Broker: Assist persons supported through a person
centered approach by developing a circle of support and completing
approvable individualized plans and budget for services. May
provide training and support to persons supported to help in
gaining skills and competencies needed to manage self-directed
- Works closely with person supported, families, the circle of
support and governing bodies to ensure that the person's funds are
used in accordance with approved plan set by OPWDD.
- Assists the service recipient with the management of
- Participates in the hiring and discharge decisions for
self-directed staff, with families/individual.
- Participates in annual and semi-annual ISP meetings to discuss
issues related to self-directed staffing and/or supports and budget
expenditures as required and requested.
- Participates in Circle of Support team meetings as a budget
resources as required and requested.
- Meets with prospective participants and/or referring agents for
support broker services and assures the timely submission of all
required documentation for enrollment in support broker
- Uses a 'person centered approach' in all service provision by
tailoring service to individual needs. Provides coordination
linkage and referring to the following: a place to live, a place to
work, counseling, relationship training, recreation, education,
clinical services, transportation, and/or financial assistance.
- Works with the individual to plan a budget for self-directed
services. Communicates with the Fiscal Intermediary (FI).
- Acts as a liaison with the Finger Lakes DDRO to obtain start-up
and on-going approvals for Broker services.
- Documents all observations and interventions through detailed
case notes, habilitation plans, budgets, and ISPs/Life Plans in
accordance with OPWDD and agency regulations.
- Ensures the health and safety of the individual through
intervention and advocacy. Provides coordination in crises if
required. Takes calls from Program areas regarding health or safety
issues and provides appropriate follow-through.
- Basic Outlook skills as evidenced by creating and sending
messages, working with address books, message handling, creating
and using personal folders, scheduling appointments, working with
meeting requests and managing tasks.
- Basic Microsoft Word skills as evidenced by the ability to
produce basic business letters and simple tables and charts; as
well as check spelling, set tabs, change page orientation, sort,
save, open and organize electronic files.
- Advanced Excel skills as evidenced by the ability to use
workbooks, create simple formulas, insert and delete data, create
and edit charts, filter and sort lists, and format data.
- Demonstrated ability to assess, monitor and evaluate needs and
progress in program.
- Must have excellent observation and analysis skills.
- Strong communication skills including verbal and written
- Must demonstrate good judgment and knowledge of community
- Must be adaptable and possess high tolerance for stress.
- Standing 10% of the day. Sitting 75% of the day. Walking 15% of
- Occasionally required to reach and lift.
- Frequently required to lift and carry up to 10 pounds
- Visual acuity necessary to determine the accuracy, neatness and
thoroughness of the work assigned; as well as view a computer
terminal, extensive reading, preparing and analyzing data and
Minimum Education & Experience
Bachelor's Degree in related field and two years' experience,
working with individuals with intellectual and developmental
Associates Degree in a related field and 4 years' experience,
working with individuals with intellectual and development
FI experience and trainings preferred.
Broker experience and current broker trainings required by OPWDD
Any equivalent combination of education and/or experience from
which comparable knowledge, skills and abilities have been achieved
may be considered.
- Valid NYS Driver's License. Availability of insured personal
vehicle to transport self and occasionally individuals as
necessary. Additional liability insurance for occasional transport
of individuals served is recommended.
Keywords: Arc of Monroe County, Rochester , Self Direction Specialist - FI/Broker (2207-194), Other , Rochester, New York
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