1. NEW CONSULTANT TRAINING February 5 & 6, 2013 Barbara Palmer Director Rick Scott Governor

2. Welcome and Introductions Ivonne Gonzalez Training and Outreach Coordinator Submit questions throughout this presentation to: Liesl_Ramos@apd.state.fl.us 2

3. Training Objectives Identify the Five Principles of Self Determination Describe the roles and responsibilities of Participant, Representative, Consultant, Area and State Office Describe different provider types Demonstrate how to write a Purchasing Plan Describe how to properly manage your CDC+ Budget Demonstrate how to Reconcile the account 3

4. The Developmental Disabilities Medicaid Waivers Consumer-Directed Care Plus Program Coverage, Limitations and Reimbursement Handbook (CDC+ Rule Handbook) Participant Notebook Appendix to Handbook & Participant Notebook CDC+ Tools 4

5. 5 In 2000- Consumer-Directed Care(CDC)- Pilot Program Demonstration phase January 2004 (CDC+) Permanent Program March 2008, authorized by Medicaid through the 1915j State Plan Amendment Expansion Fall 2009 2500 new participants Training and enrollment CDC+ Rule Adopted as of 11/12/12 -Any changes that occur will be shared CDC+ History 5

6. What is CDC+ Long-term care program alternative Based on principles of Self-Determination and Person-Centered Planning Provides opportunities to improve quality of life 6

7. Self-Determination and Person Centered Planning Person-Centered Planning Principles of Self-Determination  Freedom  Authority  Support  Control  Responsibility 7

8. CDC+ Eligibility and Enrollment Requirements Enrolled in the DD/HCBS waiver Able to direct own care Live in family or own home 8

9. Tier Waiver to iBudget by (July 1, 2013) Authorized iBudget funds determine CDC+ Monthly Budget CDC+ participants will still manage their iBudget funds in accordance with the CDC+ Rule Handbook More information regarding iBudget on iBudgetFlorida.org iBudget Transition 9

10. Participant CDC+ Representative Consultant Area Liaison State Office Roles and Responsibilities 10

11. Role of Participant (when representative not selected) Authorized signer Decision maker Employer Develops Purchasing Plan 11

12. Role of Participant, continued Maintains accurate and complete records Spends CDC+ budget responsibly Complies with training and monitoring requirements Develops Emergency Backup Plan (CDC+ Rule Handbook pg 3-3) 12

13. Same role as Participant Unpaid Advocate; at least 18 years of age Readily available to Participant and Consultant Responsible for appropriate use of public money Role of CDC+ Representative, 13

14. Be a Waiver Support Coordinator in good standing Complete CDC+ New Consultant Training Pass Readiness Review Enroll as a Medicaid provider for consultant services Complete CDC+ registration forms Sign Memorandum of Agreement Consultant Requirements 14

15. Waiver Support Coordinator Complies with training and monitoring requirements Sign a participant/consultant agreement Provides on-going technical assistance Role of Consultant 15

16. Reviews and signs off on CDC+ documents Responsible for appropriate use of public money Role of Consultant, continued 16

17. Develops and updates support plan Ensures cost plan is updated Monitors and reviews participant account activity Ensures Medicaid eligibility Role of Consultant, continued 17

18. Role of Consultant, continued Keeps active contact with Participant  Monthly – by phone or in person  Annually – two face-to-face per year Completes monthly review documentation Communicates effectively with Area Liaison 18

19. Authorizes CDC+ Budget Reviews Purchasing Plans Facilitates employee background screening Liaison between participant, consultant, and State office Role of Area Liason 19

20. Administers CDC+ Program Develops policies Approves CDC+ Monthly Budget Develops and provides training Provides Customer service Role of State Office 20

21. Provides Quality assurance Assigns Provider ID Numbers Pays service claims and employer taxes Sends monthly statements Monitors consumer spending Role of State Office, continued 21

22. Quality Assurance Requirement Consultant Participant  Person Centered Review  Provider Discovery Review 22

23. Steps for CDC+ Participant Enrollment Expresses interest Completes training Passes Readiness Review 23

24. Application Packet 2 page application document Cost plan service authorization summaries Budget calculation worksheet Enrollment Packet 8821 – IRS 2678 – IRS Fiscal Informed Consent Steps for CDC+ Participant Enrollment, continued 24

25. Area calculates monthly budget Participant chooses supports and services Participant interviews potential providers Providers complete background screening requirements Steps for CDC+ Participant Enrollment, continued 25

26. Participant develops and submits purchasing plan; CDC+ approves plan Participant completes and submits employee and vendor packets; CDC+ issues provider ID’s Participant begins self directing supports and services Steps for CDC+ Participant Enrollment, continued 26

27. Calculating the Monthly Budget Budget calculation worksheet – Participant Notebook Appendix D(3) Current approved DD/HCBS Waiver Cost Plan Discount rate- 8% Administrative fee- 4% or max amount of $160.00 27

28. Calculating the Monthly Budget, continued PCA for children under 21 (use different Budget Calculation Worksheet) paid through Medicaid State Plan- (procedure code S9122TJ) STE-Short Term Expenditure & OTE-One Time Expenditure Consultant fee is not part of monthly budget (billed directly through FMMIS) 28

29. Service Total Cost Plan Amt Number of months Monthly Cost Plan PCA $ 7,200.00 12 $ 600.00 Respite $ 8,870.40 12 $ 739.20 PT $ 5,340.80 12 $ 445.07 Trans $ 8,049.60 12 $ 670.80 ST $ 3,204.98 12 $ 267.08 CMS $ 372.40 12 $ 31.03 Total $ 33,038.18 $ 2,753.18 If more than $4,000.00, use $160 for fees Take the percentages of Col D Total 0.92 0.04 If less than $4,000, use 4% calculation for fees $ 2,532.93 $ 110.13 $ (160.00) This is the CDC+ Monthly Budget $ 2,372.90 Consultant services or funds for either OTEs or STEs are not included in the calculation of the monthly budget $ 2,753.18 0.92 $ 2,532.93 $ (110.13) This is the CDC+ Monthly Budget $ 2,422.80 29

30. What, when, who, where and how support & services will be provided that best meet their needs & goals Setting Priorities CDC+ Program Services (CDC+ Rule Handbook Chapter 4) Restricted or Unrestricted (CDC+ Rule Handbook pgs. 4-3, 4-4) Allowable purchases (CDC+ Rule Handbook pgs.1-5, 3-8) Unallowable purchases (CDC+ Rule Handbook pgs.1-19, 3-9) Participant Controls 30

31. Every service contains a definition to include: Descriptions, limitations, special conditions, provider qualifications and service type. (CDC+ Rule Handbook Chapter 4) Service codes and abbreviations can be found in the Service Code Chart CDC+ Program Services 31

32. CDC+ SERVICE CODE CHART RESTRICTED SERVICES Service NameAbbreviationService Code Adult dental services DENT03 Behavior Analysis Services BT06 Behavior Analysis Assessment BTA06A Behavioral Assistant Services BTS08 Dietitian Services DIET12 Occupational Therapy OT29 Occupational Therapy Assessment OTA29A Physical therapy PT38 Physical Therapy Assessment PTA38A Private Duty Nursing/LPN PDL49 Private Duty Nursing/RN PDR50 Respiratory Therapy RT45 Respiratory Therapy Assessment RTA45A Skilled Nurse/LPN SNL47 Skilled Nurse/RN SNR48 Specialized Mental Health Services/ Therapy and Assessment MHT51 Speech Therapy ST53 Speech Therapy Assessment STA53A Environmental Modification Assessment ENVA14A Durable Medical Equipment and Supplies EQUIP83 Environmental Modifications ENV14 Vehicle Modification VMOD80 UNRESTRICTED SERVICES Service NameAbbreviationService Code Adult Day Training ADT02 Advertizing ADV89 Seasonal Camp CAMP85 Companion Services COMP11 Consumable Medical Supplies CMS63 Supported Employment EMP55 Gym Membership GYM88 In-Home Supports IHS22 Over-The-Counter Medications OTC65 Personal Care Assistance PCA32 Personal Emergency Response System (PERS) PERS33 PERS Installation PERSI33A Parts and Repairs Therapeutic or Adaptive Equipment PARTS82 Residential Habilitation Services RHAB43 Respite Care- Day RSPD58 Respite Care- Hour RSPH46 Supported Living Coaching SLC56 Specialized Training TRNG61 Transportation TRAN60 Other Therapies XTHER39 FOR CONSUMERS PARTICIPATING IN THE FLORIDA FREEDOM INITIATIVE (FFI) ONLY Service NameAbbreviationService Code Microenterprise MICRO75F Vehicle VEH70F 32

33. Directly Hired Employee (DHE) Agency/Vendor (A/V) Independent Contractor (IC) Provider Types 33

34. Identify service/support being purchased Type of provider needed Provider requirements Hiring packet – (Appendix E of the Notebook) How to Find, Hire and Manage Providers? 34

35. Background Screenings Level 2 for all providers listed on a Purchasing Plan Valid for 5 years- provided there is not a break in service of 90 days or more. How to Find, Hire and Manage Providers, continued Employee Packets- (Appendix G Notebook) Vendor Packets- (Appendix H Notebook) 35

36. The Participant decides  what will be done and create job description  how services will be performed  the hours per week/month worked  hourly rate of pay (negotiable) Companion- only service exempt from minimum wage requirements The Participant must  review, approve, & submit timesheet  budget for applicable employer taxes Directly Hired Employee Services 36

37. A person or business that provides services/supports Participant controls/directs only the result of work performed, and not the means and methods of accomplishing the result Participant pays from submitted invoice No Taxes withheld or paid Agency/Vendor and Independent Contractor 37

38. Hiring an A/V, IC or DHE Agency/Vendor (A/V) or Independent Contractor (IC) Vendor/Independent Contractor Information Form Internal Revenue Service (IRS) Form W-9 Background Screening Letter Directly Hired Employee Employee Information Form Internal Revenue Service (IRS) Form W-4 Department of Homeland Security (DHS) Form I-9 Background Screening Clearance Letter Optional- Direct Deposit Form (EFT)- include a copy of a pre-printed voided check 38

39. Purchasing Plan – Appendix E Describes how CDC+ monthly budget will be spent to meet needs and goals  Authorizes services/supports  Authorizes providers Developed by Participant or Representative Consultant may provide technical assistance and guidance (CDC+ Rule Handbook Appendix E) 39

40. Person Responsible ActivityDue Date Participant (Representative) Complete Purchase Plan; submit to Consultant By the 5 th of the month ConsultantReview and sign; submit to Area Liaison By the 10 th of the month Area LiaisonReview and sign; submit to State Office By the 20 th of the month Purchasing Plan – Timelines 40

41. Purchasing Plan Types New Purchasing Plan Purchasing Plan Change Purchasing Plan Update Quick Update 41

42. One Time Expenditure- 100% of authorized amount - only 3 services: Equipment/Devices DME Environmental Modifications Vehicle Modifications Short Term Expenditure-Services authorized in waiver cost plan that are approved for 6 months or less, or are periodic in nature – ex. Dental, Assessments OTE/STE Expenditure 42

43. Restricted Services-requires a licensed provider, 92% of the units of measure that are approved in the Cost Plan must be utilized Unrestricted services-services and supports that a CDC+ Participant may purchase provided the service meets needs and goals as identified in the support plan. Restricted/Unrestricted Services 43

44. Critical Services Critical Services- require two emergency backup providers who are ready and able to drop everything and come to work as an emergency backup, ex. PCA 44

45. The CDC+ purchasing plan consists of: Page 1 – Section A – Basic Information Page 2 – Section B – Needs and Goals Page 3 – Section C.1 and C.2 – Services and Supplies Page 4 – Section D – Cash (no longer available) Page 5 – Sections E and F – Savings Plan and OTEs/STEs Page 6 – Budget Summary and Signatures 45 Purchasing Plan Sections

46. 46 Purchasing Plan Instructions Open blank purchasing plan Follow along slide by slide Reference tools

47. The CDC+ Purchasing Plan 47 Extra pages in Section C.1 and C.2 are provided in the Excel file for participants who need additional space to enter services and supports To move from page to page on the purchasing plan, click on a page tab in the blue bar on the bottom of the Excel page frame. Each page contains a section of the purchasing plan

48. 48 CDC+ Purchasing Plan Page 1 - Top Provide the required information Enter the day the Purchasing Plan will be effective Enter the number of the APD area in which the participant lives Enter the participant’s approved CDC+ Monthly Budget amount Participants on the Florida Freedom Initiative (FFI) check “Yes”, otherwise check “No”.

49. 49 Purchasing Plan - Page 1 Section A – Participant Information Enter the participant’s legal first name, middle initial and last name as found on birth certificate Enter the participant’s age as of the effective date of the Purchasing Plan Enter the participant’s ID number

50. 50 Purchasing Plan - Page 1 Section A – Participant Information (continued) Enter the representative’s legal first name, middle initial and last name Enter a valid cell phone number for the participant or representative Enter a valid phone number for the participant or representative

51. 51 Purchasing Plan - Page 1 Section A – Reason for Submitting Purchasing Plan Enter the page numbers that are revised Enter the legal name for all providers appearing on the Purchasing Plan for the first time Enter the number of Employee or Vendor/IC packets submitted

52. 52 Purchasing Plan - Page 1 Section A – Reason for Submitting Purchasing Plan (continued) Enter the names of all the providers who appeared on previous Purchasing Plans but do not appear on this Purchasing Plan Manually number each page of the Purchasing Plan including the total number of pages Enter the total number of Purchasing Plan pages. The minimum number of pages is six (6)

53. 53 Purchasing Plan - Page 1 Section A – Reason for Submitting Purchasing Plan (continued) This option is no longer available This area is to be completed by the consultant and area liaison

54. 54 Purchasing Plan - Page 2 Section B – Needs The participant’s name will automatically fill in from the information provided on the first page The plan’s effective date will automatically fill in from the information provided on the first page

55. 55 Purchasing Plan - Page 2 Section B – Needs – Column 1 Enter the date of the current Waiver Support Plan Enter all needs and goals identified on the participant’s current Waiver Support Plan

56. 56 Purchasing Plan - Page 2 Section B – Needs – Column 2 Enter all services and supports approved on the current Waiver Cost Plan Enter the number of months for each support or service Enter the current Waiver Cost Plan date

57. 57 Purchasing Plan - Page 2 Section B – Needs – Column 2 (continued) Enter the total number of units for each support or service The average number of units per month is automatically calculated and inserted in this box Click on the box to open a dropdown box then select the type of unit in Cost Plan for each service or support

58. 58 Purchasing Plan - Page 2 Section B – Needs – Column 3 Enter each service or support the participant will be purchasing to meet long term needs and goals Enter the total number of units per month for each service or support

59. 59 Purchasing Plan - Page 2 Section B – Needs – Column 3 Click on the box to open a dropdown box and select type of unit in Purchasing Plan Enter note if service or support is an OTE, STE, savings item or unpaid natural support

60. 60 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services The service code box will automatically fill in the code when the service is selected from the dropdown box Click on the box to open a dropdown box then select a service If the service listed is critical, enter Y (yes), if not critical enter N (No). If yes is entered there must be a minimum of (2) emergency back-up providers listed. EBU providers can only be listed for critical services

61. 61 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services (continued) Direct Hire Employee (DHE) provider relationship numbers: 1 = Parent or step-parent2 = Participant’s child or stepchild under age 21 3 = Spouse 4 = Person under 18 currently in high school (not participant’s child or stepchild) 5 = All others Click on the box to open a dropdown box then select a provider type Enter the legal name of all providers. If the provider is critical, list at least two (2) back-up providers on the lines directly underneath on the same page Enter the provider relationship number by opening the dropdown box and selecting the number that applies

62. 62 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services (continued) Enter the number of units for each service Enter the cost per unit for each service Click on the box to open a dropdown box then select the unit type

63. Purchasing Plan - Page 3 Section C.1 – Budget Details - # of Units: 22 weekdays in a month Monday - Friday workweek 9 weekend days in a month Saturday and Sunday workweek 31 calendar days in a month Always plan for the maximum number of days in a month 63

64. 64 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services (continued) The sub-total automatically calculates and the amount will appear in this box Provider total cost automatically calculates Employer taxes automatically calculate and the amount will appear in this box

65. 65 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services – EBU Added Cost Click here to calculate additional emergency back-up cost If emergency back-up cost is calculated the amount will appear in this box Total monthly cost will automatically calculate and appear in this box for primary providers

66. 66 Purchasing Plan - Page 3 Section C.1 – Budget Details – Services – Totals The total amount of EBU added cost will appear here and also appear in box for total estimated cost for EBU in Section E Total monthly costs for services will automatically calculate and appear in this box

67. 67 Purchasing Plan - Page 3 Section C.2 – Budget Details – Supplies Only one (1) supply type can be listed: CMS – Consumable Medical Supplies (63) Select the supply type from the dropdown box. Only one (1) type can be entered - CMS When the service is selected, the service code will automatically populate

68. 68 Purchasing Plan - Page 3 Section C.2 – Budget Details – Supplies (continued) List all supply providers and detailed descriptions for each supply including quantity Examples: Adult Large Diapers (96) Adult Large Diapers (96), 1 case Wipes (6), 2 boxes Bed Pads (24) = 1 unit Enter the number of units to be purchased Enter the legal name of the provider where supplies will be purchased Enter a detailed description for each supply including quantity

69. 69 Purchasing Plan - Page 3 Section C.2 – Budget Details – Supplies (continued) The total cost will automatically calculate Enter the rate for each supply listed Enter the unit type

70. 70 Purchasing Plan - Page 3 Section C.2 – Budget Details – Supplies (continued) The total will calculate and insert in the box at the bottom of the total cost column Check box to indicate if additional page 3A is used to complete this section

71. 71 Purchasing Plan - Page 4 Section D – Budget Details – Cash Purchases - Discontinued This option is no longer available Option 1. Section E - Savings Option 2. Section C.1 & C.2 – Services/Supplies

72. 72 Purchasing Plan - Page 4 Section D – Budget Details – Cash Purchases – Total In this area, enter an explanation on how purchases requested in Section E will meet the needs and goals or increase independence. Also, enter any additional information that would assist APD staff in approving the participant’s Purchasing Plan

73. 73 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for Use of Accumulated, Unrestricted Funds Enter the total amount of unrestricted funds available Enter the ending balance on the current statement Enter the most current statement date (mm/yyyy)

74. 74 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued) The total estimated cost amount is forwarded from the Budget Detail Services section EBU Added Cost total Unrestricted funds made available for savings plan purchases each month The accumulated unrestricted funds must always be reserved and available for use by emergency back-ups

75. 75 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued) Click on box to open the dropdown box containing service code numbers. Select the correct service code for the item or service listed Enter each item or service description Enter the legal provider name for each item or service

76. 76 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued) Enter the unit type for the item or service to be purchased Click on the box to open a dropdown box. Select the provider type for the item or service If provider is a DHE, click on the box to open a dropdown box. Select the number that describes the relationship of the participant to the DHE named Enter the number of units to be purchased for each item or service

77. 77 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued) If applicable, employer taxes will calculate. The amount will appear in the employer taxes box Enter the rate per unit for each item or service Sub-total will automatically calculate and appear in this box

78. 78 Purchasing Plan - Page 5 Section E – Savings Plan – Authorizations for use of Accumulated, Unrestricted Funds (continued) Enter the actual date the item was purchased. (mm/dd/yyyy) The total estimated cost amount for each item or service will calculate and insert here Enter the estimated date the item will be purchased. This will always be the last day of the month (mm/dd/yyyy)

79. 79 Purchasing Plan - Page 5 Section F – Budget Detail – One Time and Short Term Expenditures When item or service is selected the assigned service code will appear in the service code box Click on box to open a dropdown box. Select type of expenditure – OTE or STE Click on box to open a dropdown box listing items and services available for either OTE or STE. Select the item or service to be purchased

80. 80 Purchasing Plan - Page 5 Section F – Budget Detail – OTEs and STEs (continued) If the provider is a DHE, click on the box to open a dropdown box. Select the number that describes the relationship of the participant to the DHE named Enter the legal provider name for each item or service Click on the box to open a dropdown box. Select the provider type for item of services

81. 81 Purchasing Plan - Page 5 Section F – Budget Detail – OTEs and STEs (continued) Enter rate in dollar amount for item or service to be purchased Click on box to open dropdown box. Select the unit for each item or service Enter the number of units to be purchased for each item or service

82. 82 Purchasing Plan - Page 5 Section F – Budget Detail – OTEs and STEs (continued) The total budget for each item or service will calculate and appear here Sub-total will automatically calculate and appear in this box If DHE employer tax is calculated, the amount will appear here

83. Slide 48 Purchasing Plan - Page 5 Section F – Budget Detail – OTEs and STEs (continued) Enter the start date for each item or service (mm/dd/yyyy) Enter the end date (mm/dd/yyyy). This is the same date as the end date of the item funding

84. 84 Purchasing Plan - Page 6 Budget Summary The authorized budget amount is automatically populated. It is the amount that was entered as the monthly budget on the top of Page 1 The service and supplies amount is automatically populated. It is the sum of Sections C.1 total and C.2 total of the Purchasing Plan

85. 85 Purchasing Plan - Page 6 Budget Summary (continued) The total monthly expenditures is the total authorized budget amount This section no longer applies and should not contain any numbers The Savings Plan amount will automatically populate. The amount is unrestricted funds made available each month in Section E

86. 86 Purchasing Plan - Page 6 Signatures – Participant or CDC+ Representative The participant or representative must print name then sign and enter date signed on hard copy of form

87. 87 Purchasing Plan - Page 6 Signatures – Consultant The consultant must print name then sign and enter date signed on hard copy of form

88. 88 Purchasing Plan - Page 6 Signatures – APD Staff APD staff will review the purchasing plan. If the plan meets the participant’s needs and goals and is written correctly then APD staff will sign and date indicating approval

89. 89 Purchasing Plan - Page 6 Signatures – APD Staff (continued) Any exceptions will be indicated in the approval exception box. Follow- up by participant or representative is required

90. Purchasing Plan Submission Process Participant Responsibilities: Double-check all information Minimum six (6) completed pages Submit all required paperwork Retain copies Submit by 5 th of the month 90

91. Purchasing Plan Submission Process Consultant Responsibilities: Review for accuracy Signs the Purchasing Plan Submit by 10 th of the month 91

92. Purchasing Plan Submission Process Area Office Responsibilities: Review for accuracy and signatures Ensures all documents enclosed Submit by 20 th of the month 92

93. Purchasing Plan Approval Process CDC+ Central Office: Reviews submitted documents Returns if revisions are needed Approves and processes documents Assigns provider identification (ID) numbers Contacts new participant with ID numbers and start date Provides approved Budget Summary copy 93

94. Developing a Purchasing Plan GROUP ACTIVITY Developing a Purchasing Plan using a Training Scenario Developing a Quick Update Signing off on both 94

95. Getting Claims Paid Directly Hired Employees Time Sheets – (CDC+ Rule Handbook Appendix G-2) Vendors (AV, IC) Invoice Must be tracked – (Participant Notebook Appendix K (3,4) Rep Reimbursements (Savings, OTE/STE) Receipt Must be tracked – (Participant Notebook Appendix K (6) 95

96. Bi-weekly payroll Pay Schedule – (CDC+ Participant Notebook Appendix O (4)) CDC+ work week (12:00am midnight Monday - 11:59pm Sunday) Payroll submission Secure Payroll System – Web based Interactive Voice Response – IVR Call in – Customer Service Getting Claims Paid, continued 96

97. Managing Monthly Budget Spend within CDC+ Monthly Budget  Use Calendar – Participant Notebook Appendix O (2)  Spend consistent with Purchasing Plan Overtime  Not good use of funds Reconcile Monthly Statements Participant Notebook Appendix M (2) Track current account balance between statements 97

98. Budget Mismanagement Budget mismanagement will lead to either  Corrective Action Plan (CAP) or  Not “entitled” to a CAP before other sanctions can occur  Disenrollment and return to the Waiver 98

99. Overspending Purchasing supports or services greater than the amount that is authorized Insufficient funds in a consumer’s account result in claims being held until additional funds become available. Once held, claims will be reviewed in the following order: timesheets, invoices, reimbursements. 99

100. A tool to assist participants or representatives to correct problems with mismanagement of the program as required by the 1915j State Plan Amendment. Developed and signed by participant and consultant To be developed immediately when participant/representative: Purchases inconsistently with the approved Purchasing Plan Overspends Does not produce receipts upon request Puts health and safety at risk Corrective Action Plan (CAP) Appendix N, 100

101. Corrective Action Plan (CAP), continued The CAP plan addresses  WHAT has happened/caused the problem  HOW the participant/representative plan to correct the problem  WHEN the problem will be corrected  WHO is responsible for each step 101

102. Voluntarily or involuntarily CDC+ Participant Information Update Form – (Participant Notebook Appendix D(XV11) CDC+ Account Close-Out Procedure- (Participant Notebook Appendix M(3) Disenrollment from CDC+ 102

103. Thank you Ivonne Gonzalez Ivonne_m_gonzalez@apd.state.fl.us 850-417-8270 CDC+ Customer Service 1-866-761-7043 CDC+ Website http://apdcares.org/cdcplus/ 103

104. Terms to Review 104 Roles and Responsibilities Critical Service, Restricted Service, STE- Short Term Expenditure Pended claims, Rep Reimbursement CAP- Corrective Action Plan

105. Closing Activities Final Q and A’s Readiness Review http://apd.myflorida.com/cdc-plus/refreshform1.php Evaluations 105 http://www.surveymonkey.com/s/2LGVKFV