Support Broker (Sb) Duties And Responsibilities

01. Initial Documentation. Prior to beginning employment for the participant, the SB must type and complete and submit to the participant, the packet of information provided by the FEA. This packet must include documentation of: (7-1-26) a. SB application approval by the Department; (7-1-26) b. A completed background check, including clearance; and (7-1-26) c. A completed employment agreement in accordance with these rules. The negotiated rate must not exceed the maximum hourly rate for SB services established by the Department. (7-1-26) 02. Documentation. SB must complete all documentation required by the Department including documentation of the date and type of service provided and billed for. All documentation for services will be retained by the SB for five (5) years. (7-1-26) 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: (7-1-26) a. Assist in facilitating the person-centered planning process as directed by the participant and consistent with the HCBS rules; (7-1-26) b. Develop a written SSP with the participant that includes the paid and unpaid supports that the 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; (7-1-26) c. Assist the participant to monitor and review their budget; (7-1-26) d. Submit documentation regarding the participant's satisfaction with identified supports as requested by the Department; (7-1-26) e. Adhere to Department quality assurance measures; (7-1-26) f. Assist the participant to complete the annual re-determination process as needed, including updating the SSP and submitting it to the Department for authorization; (7-1-26) g. Assist the participant, as needed, to meet the participant responsibilities outlined in these rules and assist the participant, as needed, to protect their own health and safety; (7-1-26) h. Complete the Department-approved background check waiver form when a participant chooses to waive the background check requirement for a CSW. Completion of this form requires that the SB provide education and counseling to the participant and their COS regarding the risks of waiving a background check and assist with IDAHO ADMINISTRATIVE CODE IDAPA 16.03.26 Department of Health & Welfare Medicaid Plan Benefits Section 815 Page 167 detailing the rationale for waiving the background check and how health and safety will be protected; (7-1-26) i. Assist children enrolled in the FDCS option as they transition to adult DD services; (7-1-26) j. Sign the written SSP; (7-1-26) k. Report concerns or discrepancies in documentation and services provided to the Department immediately. (7-1-26) 04. Additional Duties. In addition to the required SB duties, each SB must be able to provide the following services when requested by the participant: (7-1-26) a. Assist the participant to develop and maintain a COS; (7-1-26) b. Help the participant learn and implement the skills needed to recruit, hire, and monitor community supports; (7-1-26) c. Assist the participant to negotiate rates for paid CSW; (7-1-26) d. Maintain documentation of supports provided by each CSW and participant's satisfaction with these supports; (7-1-26) e. Assist the participant to monitor community supports; (7-1-26) f. Assist the participant to resolve employment-related problems; (7-1-26) g. Assist the participant to identify and develop community resources to meet specific needs; and (7-1-26) h. Assist the participant in distributing the SSP to CSWs or vendors. (7-1-26) 05. Termination of Services. If an SB decides to end services with a participant, they must give the participant and the Department at least thirty (30) days’ written notice prior to terminating services. The SB must assist the participant to identify a new SB and provide the participant and new SB with a written service transition plan by the date of termination. The transition plan must include an updated SSP that reflects current supports being received, details about the existing CSWs, and unmet needs. (7-1-26) 812. – 814. (RESERVED)