1. Summary Slide
Consumer Directed Option

2. Consumer Directed Option
DRAFT
Consumer Directed Option
Kentucky Independence Plus Program
Overview of Course:
This course will present information about the principles and tools of self-determination. Participants will learn about the effects the service system has had on people with disabilities and how self-determination works to free people to have more control over their own lives.
Target Audience:
Persons with disabilities and their families, support providers, advocacy groups.
Start/Stop Times:
9:00 a.m. to 4:00 p.m.
Recommended length: 6 hours
Ice Breaker:
Ask participants to introduce themselves, share their role as self-advocate, parent, support provider, etc., and share a word or phrase that comes to mind when they think about self-determination for themselves or others. Instructor should document these words or phrases on a flip chart and keep posted throughout the training.

3. What is Consumer Direction
Principles of CDO
Freedom
Authority
Support
Responsibility
Confirmation

4. Consumer Directed Option (cont’d)
Projected start date is Fall 2005.
Consumer Directed Option is NOT an
increase or expansion of current services.

5. These Services May Be Consumer Directed
HCB services:
Respite, Personal Care, Homemaking, Attendant Care
SCL services:
Respite, Community Living Supports, Community Habilitation
ABI services:
Respite, Companion Care, Personal Care

6. What are Blended (Traditional & CDO) Services
CDO and traditional waiver services may be
provided at the same time depending on the individual’s needs and approved plan.
Services may not be duplicated.
Medicaid and Waiver eligibility will not change.

7. Who can Participate ? Individuals meeting the eligibility and
financial requirements for the following Medicaid Waivers:
Home and Community Based
Supports for Community Living
Acquired Brain Injury

8. Who can Participate? (cont’d)
Individuals who can:
Understand the rights and
responsibilities of managing their own care.
Manage or have someone assist them
with their budget and self-direction.

9. What is a Representative?
A person to assist you with aspects of consumer direction.
Chosen by the individual.
Must be at least 21 years of age.
Cannot be paid to act as a
representative or provide CDO services.

10. Tools for Implementation
DRAFT
Tools for Implementation
Support Brokerage Entity
Individualized Budgets
Financial Management Agency

11. What is Support Brokerage?
Required for all individuals participating
in CDO.
Available 24 hours/ 7 days a week.
A single entity will provide support brokerage
statewide under contract with the Commonwealth /Department of Medicaid.
Individuals choosing CDO may select a support
broker of their choice from this entity.

12. Role of Support Broker Represent the INDIVIDUAL.
DRAFT
Role of Support Broker
Represent the INDIVIDUAL.
Assist with the development, revision, and monitoring of the Plan of Care/Support Spending Plan (POC/SSP).
Assist with the development, revision and monitoring of an emergency back-up plan.
Provide education/information on self-determination and community resources.

13. Role of Support Broker (cont’d)
DRAFT
Role of Support Broker (cont’d)
Assist with recruiting, hiring, and managing
employees of the individual and negotiating rates.
Assist with all paperwork and the CDO process.
Coordinate all services for individual receiving a blended package of services.
Be accountable to the individual and the state.

14. What is an Individualized Budget?
DRAFT
What is an Individualized Budget?
Based on individual’s needs identified
on approved POC/SSP.
Allow flexibility on who will provide the identified services.
The amount of money in the budget
will be determined by Medicaid based
on past service usage.
May be amended if individual needs
change.

15. What is Financial Management?
DRAFT
What is Financial Management?
Required for individuals participating in CDO.
Primary role is paying for services provided.
A single entity will provide financial management services statewide under contract with the Commonwealth/Department of Medicaid.
Provides budget reports to the individual, support broker, and Medicaid.

16. Role of Financial Management Agency
DRAFT
Role of Financial Management Agency
Assist individual with administering
their individualized budget.
Assist with payroll requirements.
Ensure all labor laws and state
requirements are met.
Ensure payments are made for
services approved in the POC/SSP.

17. Who can provide CDO services?
The individual and/or their representative
may recruit, hire, and supervise their
own employees to provide services as
approved in their plan of care.
Employees may include:
Family
Friends
Relatives
Neighbors
Employees recruited by consumer
Provider agencies

18. Assistance with Consumer Directed Option
When an individual chooses the Consumer
Directed Option, he/she can get assistance
with finding and managing employees from
his/her representative, support broker, and
circle of support.

19. CDO Requirements CDO individuals and/or representatives
employees, and Support Broker must
complete training on self-determination.
Employees shall complete other training
as needed and directed by the individual,
including CPR and First Aid.
Employees must submit to background check.
Adhere to tax and labor laws.

20. Person Centered Planning
POC/SSP developed based on person centered planning.
Guiding Principles of Person Centered Planning
used.
The plan ensures services will meet the overall
health and safety needs of the individual.
Ensures budgeted amount to meet individual need.

21. What will be the individual’s responsibilities?
Work with support broker to develop POC/SSP and emergency back-up plan.
Work with financial management agency to work within their budget.
As employer – hire, train, schedule, fire staff.
Follow the POC/SSP.
Select representative, if desired/needed.

22. What happens if the individual no longer wants or is able to consumer direct?
Return to traditional services.
No break in service delivery.

23. Questions
For further information, please contact one of the following people at (502)
Debbie Bolton-Plucknett
Benita Jackie
Cece Vest
Mary Walker(Medicaid) at (502)