Support Broker (Sb) Duties And Responsibilities

01. Initial Documentation. Prior to beginning employment for the participant, the SB must type an d complete and submit to the participant, the packet of information provided by the FEA. This packet must includ e documentation of: (7-1-25) a. SB application approval by the Department; (7-1-25) b. A completed background check, including clearance in accordance with of these rules and IDAP A 16.05.06, “Criminal History and Background Checks”; and (7-1-25) c. A completed employment agreement in accordance with these rules. The negotiated rate must no t exceed the maximum hourly rate for SB services established by the Department. (7-1-25) 02. Documentation. SB must complete all documentation required by the Department includin g documentation of the date and type of service provided and billed for. All documentation for services will be retaine d by the SB for five (5) years. (7-1-25) 03. Required Duties. SB services may include only a few required tasks or may be provided as a comprehensive service package depending on the participant's needs and preferences. At a minimum, the SB must: (7-1-25) a. Assist in facilitating the person-centered planning process as directed by the participant an d consistent with the HCBS rules in IDAPA 16.03.10, “Medicaid Enhanced Plan Benefits;” (7-1-25) b. Develop a written SSP with the participant that includes the paid and unpaid supports that th e participant needs and wants, related risks identified with the participant's wants and preferences, and a comprehensive risk plan for each potential risk that includes at least three (3) backup plans should a support fail. The SSP must be authorized by the Department; (7-1-25) c. Assist the participant to monitor and review their budget; (3-17-22) d. Submit documentation regarding the participant's satisfaction with identified supports as requeste d by the Department; (3-17-22) e. Adhere to Department quality assurance measures; (7-1-25) f. Assist the participant to complete the annual re-determination process as needed, includin g updating the SSP and submitting it to the Department for authorization; (7-1-25) g. Assist the participant, as needed, to meet the participant responsibilities outlined in these rules an d assist the participant, as needed, to protect their own health and safety; (7-1-25) h. Complete the Department-approved background check waiver form when a participant chooses t o waive the background check requirement for a CSW. Completion of this form requires that the SB provide educatio n and counseling to the participant and their COS regarding the risks of waiving a background check and assist wit h detailing the rationale for waiving the background check and how health and safety will be protected; (7-1-25) i. Assist children enrolled in the FDCS option as they transition to adult DD services. (7-1-25) j. Sign the written SSP as required in IDAPA 16.03.10, “Medicaid Enhanced Plan Benefits,”; and (7-1-25) k. Report concerns or discrepancies in documentation and services provided to the Departmen t immediately. (7-1-25) 04. Additional Duties. In addition to the required SB duties, each SB must be able to provide th e following services when requested by the participant: (7-1-25) a. Assist the participant to develop and maintain a COS; (7-1-25) b. Help the participant learn and implement the skills needed to recruit, hire, and monitor community supports; (3-17-22) c. Assist the participant to negotiate rates for paid CSW; (7-1-25) d. Maintain documentation of supports provided by each CSW and participant's satisfaction wit h these supports; (7-1-25) e. Assist the participant to monitor community supports; (3-17-22) f. Assist the participant to resolve employment-related problems; (3-17-22) g. Assist the participant to identify and develop community resources to meet specific needs; and (3-17-22) h. Assist the participant in distributing the SSP to CSWs or vendors as described in IDAPA 16.03.10 , “Medicaid Enhanced Plan Benefits.” (7-1-25) 05. Termination of Services. If an SB decides to end services with a participant, they must give th e participant and the Department at least thirty (30) days’ written notice prior to terminating services. The SB mus t assist the participant to identify a new SB and provide the participant and new SB with a written service transitio n plan by the date of termination. The transition plan must include an updated SSP that reflects current supports bein g received, details about the existing CSWs, and unmet needs. (7-1-25) 137. -- 139. (RESERVED)