CDASS Program Training Manual 20170109

Consumer/ Client

Directed

Attendant/ Employee

Support

Services

Section 5: Financial Management Services (FMS) Provider Choice Which FMS provider you select is an individual choice. As long as you are receiving CDASS, you will have an on-going relationship with your FMS provider, so it is important you look at your individual needs and compare your options, similar to choosing any business you would like to work with.

Open Enrollment:

Open enrollment provides you with the opportunity to change FMS provider or FMS model. If you are happy with your current FMS provider, you do not have to make any changes during open enrollment. Parameters have been put in place to ensure the transition goes smoothly and to avoid interruption in services. Communication and follow-through is key and you play a critical role in making the transfer successful.

Please refer to the FMS Comparison Chart and the individual FMS Provider Information Sheets for general information. These are located later in Section 5.

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FMS Provider Contact Information To ensure you have choice, HCPF has contracts with three FMS providers. The FMS providers are available and willing to answer your questions.

ACES$ Phone: 720-465-6405 Toll Free Phone: 844-776-7595 Website: Email: jsmith@

Morning Sun Financial Services Toll Free Phone: 844-450-5444 Website: Email: ms-cotransition@

PPL Toll Free Phone: 888-752-8250 Website: cofacts Email: ppcdass@

Process to Make a Change: 1. Contact your case manager. Tell him/her what change you would like to make. 2. Contact the FMS provider you are currently working with and let him/her know that you want to make a change to a new FMS provider. 3. Contact the new FMS provider and let them know you want to work with them. There will be additional paperwork required by the new FMS to enroll you and your attendants. 4. Complete all necessary paperwork and submit to the FMS provider. 5. Verify with both the new FMS provider and case manager that the change will be effective for the intended start date.

Timeframes: The start date with the new FMS will depend on the change you are making and the date you submit all required paperwork. The timeline for changing FMS providers is as follows:

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Paperwork Due: March 1st June 1st September 1st December 1st

CDASS Open Enrollment Schedule

Start Date with new FMS: March 16th June 16th September 16th December 16th

If paperwork is not received by the due date listed above, you will need to wait until the following open enrollment date for transition.

PERSONAL FEATURE: Hope Krause, Ft Morgan

CDASS has changed my life 100%. My pain level has decreased and I am not doing things that I shouldn't do because I have the help that I need. My overall health is much better than it has ever been, due to the quality of care I get. Living in a rural part of the state, I was only getting three hours of care a day three times a week through an agency prior to becoming eligible for CDASS. Imagine only being allowed to pee three days a week. I would sit in urine until an aid came.

Before I got on CDASS my mother and son would provide some uncompensated care. My mother is now totally disabled because of all of the care she provided to me over the years without any help. My son can now be a child instead of my caregiver; he can have his own life, once again.

CDASS has been a godsend for folks in Morgan County. I helped one man qualify for CDASS and get out of a nursing home. He got Section 8 Housing and lived independently until he died. He spent every day up until the last two days of his life in the community with his friends and family by his side.

CDASS made that possible!

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The ACES$ Advantage

Why Choose ACES$ over other FMS Providers

As a Center for Independent Living (CIL) and a long-serving FMS provider, ACES$ has a deep understanding of Participant-direction and how to implement it within fiscal management services. We actively work with our State partners, Service Coordinators, Participants and their workers to provide transparent, person-centered services that support independence.

ACES$ has been successfully working with Colorado CDASS Participants since 2014.

What to expect when working with ACES$

Exceptionally quick enrollment process for both Participants and workers. Our personal, oneon-one enrollment and training guarantees that paperwork is completed correctly the first time and that the rest of the process is swift, efficient and less overwhelming.

Superior customer service and Participant care. You will receive a quick personal response to all inquiries, distinguishing us from other FMS providers. When Participants or their workers

call ACES$ they get a REAL person on the phone, not an automated response.

Participants have a choice of method for timesheet submission (online, email, mail or fax.)

Transparent systems provide many opportunities for oversight at the State, Service Coordination and Participant levels to ensure quality and access to real-time information.

Access to subject matter experts on Department of Labor requirements, Fair Labor Standards Act, Participant-direction, Medicaid, disabilities and independent living.



Jason Smith ACES$ Colorado Operations Manager

JSmith@ 1- 844-776-7595

Who We Serve

ACES$ provides FMS services

for the following populations:

Aging/Over 65 Veterans Children with disabilities,

medically fragile and/or technology dependent Adults with Physical, Developmental, Intellectual, Mental Health Disabilities

A Participant-Directed FMS Provider

ACES$ Financial Management Services is a FMS

provider that specializes in Participant-directed HCBS programs.

Where We Serve

Illinois Colorado Maryland Wyoming Georgia Texas

(November 2016)

Our customer service, subject matter expertise and personal knowledge of the disability experience make us unique in the world of FMS providers.

We Can Be Independent When We Do It Together



?2007-2016 ACES$ a Division of NEPACIL/ All Rights Reserved, ACES$, Proprietary

About ACES$

ACES$ Financial Management Services is a Participantdirected payroll management solution for Medicaid recipients and their Caregivers. ACES$ is a subsidiary of the Northeast Pennsylvania Center for Independent Living where we have served people with disabilities since 1988.

At ACES$ we empower Participants by handling the administrative employer functions for them while making the experience convenient for their workers.

As a Center for Independent Living we have decades of experience serving people with disabilities; over 51% of our own staff have a disability. Some of our staff and board members actively use our services. This makes us unique in the world of FMS providers.

Establish a Trusting Relationship

Your time and your quality of life are important. That's why Morning Sun Financial Services of Colorado focuses on building relationships with our clients, whether it's by phone, email or in person. We offer the personal flexibility that can only come from getting to know you and your individual preferences.

Why Choose Us?

Morning Sun Financial Services of Colorado is an experienced provider of financial management services including those provided by the Consumer Directed Attended Support Services (CDASS) program.

We are a national financial management provider for self-directed services in:

? Utah

? Tennessee ? Colorado

? Oklahoma ? Ohio

? Minnesota

We Make Things As Easy For You As Possible

Our web-based systems for participants include:

? Online enrollment forms submission

? Timecard entry

? Monthly expense summaries can be mailed or emailed to participants and case managers, or viewed on our website, 24 hours a day

We pay your employees on time! We accept timesheets by:

? Mail ? Fax ? Email ? Web-based system

We provide services to all people with respect to language, culture, location and ability:

? We communicate in 176 languages

? If you wish to communicate through an interpreter, please call 888-338-5514

Call Rebecca in our Denver office at 844-450-5444 or visit our website at .

You Can Feel Confident About Working With Us

The Morning Sun Difference

Morning Sun understands participants.

We understand the unique needs of

people with disabilities and older adults, in addition to finance and accounting.

Morning Sun is local.

Our customer service is based in Colorado. We understand the services offered in your state. Each time you

call for assistance, you'll speak with the same representatives.

Morning Sun ensures participants

are satisfied with our services.

Our participant satisfaction ratings are some of the highest in

the country.

Morning Sun provides easy

access to information.

We have developed web-based,

proprietary software to ensure accuracy and efficiency in the delivery of Financial Management Services.

Morning Sun is committed to processes that work for participants.

We are committed to efficiency and

timeliness.

" "The Morning Sun customer relations/service has been outstanding. There have not been any problems concerning payroll, personal relations or communications. We are totally satisfied with the Morning Sun staff."

? Satisfied Morning Sun participant

"I'm very happy with their service. I'm particularly pleased with the fact that I deal with only one person."

? Morning Sun customer

Call Rebecca in our Denver office at 844-450-5444 or visit our website at .

Most CDASS clients choose Public Partnerships. Here's why.

6 YEARS IN

COLORADO

For the past six years, Public Partnerships Colorado (PPC) has been based right here. Our local staff members work across the state, in each community, to support clients' choice -- including yours.

EXPERIENCE. TRUST. MONEY IN YOUR POCKET.

Those are a few reasons why people choose Public Partnerships.

Better Business Bureau Rating of A+

We work hard to ensure our customers are satisfied. The BBB independently rates organizations and we continually maintain the highest rating a business can receive. Just like other organizations, PPL has one BBB account that all of the clients and attendants we serve can

use to write a review.

Need help finding an attendant?

PPL offers an industry leading attendant recruiting service to help connect you with qualified

local attendants. This free service matches your needs with potential candidates for

you to interview.

We Save You Money

Lowest Employer Cost = More dollars to use for services!

If you pay your attendant $15 per hour, your budget will be charged:

Public Partnerships

Other FMS vendors

$16.93 vs $17.07

If your attendant works 40 hours a week, you save over $22 a month!

Local Customer Service Specialists

PPL offers world-class customer service, including local

CDASS-specialist agents in our Denver, CO office.

Easy Timesheet Options

Our electronic timesheet entry options adapts to individual needs;

you get the choice of the BetterOnline portal, and soon our new mobile app and phone options currently being tested by Colorado

attendants and clients.

16 Years of Experience

Quite simply, we understand what you need, because our parent company has been providing

financial management services (FMS) for 16 years, now for more than

72,000 clients and 95,000 attendants nationwide -- more than anyone else in the business.

Public Partnerships Colorado

COfacts

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