Fiscal Intermediary

The purpose of this document is to assist government program agencies who wish to contract with Vendor F/EAs who have separate FEINs to file certain federal tax forms for individuals they act as agent for.

This presentation was given on a technical assistance call to Cash & Counseling grantees on July 11, 2006. The presentation highlights the Modified Participant Experience Survey as an option for quality management.

This form was developed for the Flexible Choices program to request payments for services, goods and cash.

This Provider Resistance Toolkit includes: Tips on working with providers, a template letter for providers, template frequently asked question document, template Power Point presentation, sample case management references, graphic: Consumer and Provider tasks in consumer-directed services and basic components, and a sample presentation: Self-direction: What to look for from the federal, state and provider perspectives.

This article describes existing personal assistance service programs as well as information on the Cash & Counseling demonstration and evaluation. The program evaluation, including program design, technical assistance, and selection criteria, is discussed.

Developed by an FMS provider, this handout offers guidance to participants on becoming employers, through fiscal intermediary services, as determined in their Person Centered Plan.

How can states use debit cards in their consumer-directed purchasing programs? The Sept 2009 Community Living Partnership TA Call addressed this financial management question. States have used pre-paid plans as part of their MFP and CLP grants. Review a matrix of pre-paid card companies and their methods for spending. Also included is a Proposed Procedure for Debit Card Purchases developed for the Veterans-Directed Home and Community Based Services Programs.

Planning documents show how Connecticut will use a Cash & Counseling model to provide flexible service choices to keep people out of institutions. The narrative gives details such as the state’s current rebalancing status, goals and objectives, approach, challenges, service options, training and eligibility. The work plan details “Choices at Home” key tasks, lead person and time frame associated with each major objective.

Here are resources used to educate consumers about MN’s Consumer Directed Community Supports, Personal Care Assistance, and Road to Independence programs. The first handbook gives guidance on the processes and protections of consumer direction and also provides sample care plans and assessments. The handbook on personal care assistance is available in English, Somali and Vietnamese and reviews eligibility, management, and use of services. The last guide assists in moving out of an institution.

Twelve states received Cash & Counseling Replication grants in October 2004. Here, the Replication States’ experiences in developing and implementing their new programs are documented in three stages: planning; design/development; and implementation/enrollment. The appendix includes summaries of the states' grant initiatives.