Fiscal Intermediary (FI) SelfDirection Coordinator

Empowering People's Independence; City of Rochester (NY); On-site; USD 30,000 - 36,000; Full time

Job summary

Empowering People's Independence in Rochester, NY seeks a Direct Support role to assist individuals and families with self-direction budgets and ensure payments align with budgets. As employer of record, ensure quality and Medicaid compliance per regulations, with a Hiring Rate of $22-26/hour based on experience.

Responsibilities include COS liaison, staff onboarding, annual/biannual Life Plan participation, and strict documentation in electronic records.

Qualifications

• Bachelor's degree preferred in a related field or equivalent experience in human services.
• Two years of experience in human services if holding a 2-year degree; five years with a high school diploma.
• Solid knowledge of Microsoft programs (Email, Word, Excel, PowerPoint, Teams).

Responsibilities

• Direct contact for person supported and COS as assigned per caseload.
• Provide ongoing training and support to persons supported and COS.
• Participate in Life Plan meetings (in person or virtual).
• Maintain documentation per OPWDD and regulatory requirements.
• Manage employer-of-record responsibilities including staff assignment, wage/status, onboarding.
• Perform quarterly check-ins to ensure satisfaction with services.
• Monitor budget activity to ensure expenses meet OPWDD regulations.

Skills

Microsoft Office

Communication

Time management

Problem solving

Education

Bachelor's Degree

2-year degree + 4 years experience in human services

High School Diploma + 5 years experience in human services

Tools

Microsoft Office Suite

Email

Teams

Job description

Job Purpose:The primary purpose of this position is to assist individuals and/or their families with implementing their self-direction budgets by attending meetings, ensuring payments are made according to everyone's budget. As employer of record ensure quality and Medicaid Compliance standards are met according to regulations.

Hiring Rate $22-26/hour commensurate with experience

Essential Functions

• Direct contact for person supported and manager of service; this includes serving as a member of their Circle of Support (COS) as assigned per caseload.
• Provide ongoing training and support to persons supported and COS to gain and maintain the skills necessary to manage self-directed services.
• Participation in annual and/or semi-annual Life Plan meetings per person supported preference (in person or virtually).
• Management of compliance related documents assures the timely and accurate completion of plan for individuals receiving services per Office for People with Developmental Disabilities (OPWDD) and other regulatory requirements including but not limited to, annual forms, staff action plan, Life Plan, budget and all other supporting documentation.
• Maintain documentation standards in electronic health records systems.
• Perform duties associated with the agencys employer of record responsibilities. This includes assisting individuals with managing their staffs job assignment, wage/status, and onboarding.
• Perform at minimum, quarterly check-in calls to ensure satisfaction with services.
• Monitor budget activity to ensure expenses are within the Personal Resource Account (PRA) and meet all OPWDD regulations.
• Remain compliant with all regulations and guidance associated with self-directed services (including but not limited to; quarterly Webex, ADMs and SD Guide for Providers).
• Reporting any incidents or compliance concerns to appropriate personnel.
• Consult with Program Managers/Supervisors to ensure consistency of services.
• Performs other duties assigned by Self-Direction Supervisor and/or designee within scope of practice.
• Non-Essential Functions:
• Participate on various EPI committees as able.
• Compliance:
• Must maintain confidentiality and exercise discretion concerning all business-related matters, including but not limited to board/vendors/donors names, investigations, finance, operations, and employee relations matters.
• Must be willing to complete specific company required trainings as mandated by our governing agency, OPWDD, at time of hire and annually thereafter.
• Must adhere to all departmental /company policies & procedures at all times.
• Education and Experience:
• Bachelors Degree preferred in a related field and two years experience in the human service field OR a 2-year degree in a related field and 4 years experience in the human service field OR High School Diploma and 5 years experience in the human service field.
• Computer Skills:
• Strong working knowledge of Microsoft programs to include Email, Word, Excel, PowerPoint, Teams. Qualifications:
• Must possess and maintain a valid NYS Drivers License-a vehicle is required for business travel
• Solid verbal and written communication skills and ability to communicate with all persons supported and a diverse employee population of various levels within the organization.
• Demonstrated ability to use poise, tact, maturity and diplomacy during difficult and/or stressful situations to effectively collaborate and resolve issues.
• Proven ability to work in a fast-paced environment, with demonstrated ability to manage multiple tasks, and customer requests, while meeting deadlines.
• Physical Demands:The physical demands described below are representative of those that are required to successfully perform the essential functions of this job. Individuals with disabilities, which impact their ability to perform the essential functions, will need to review