Consumer Directed Option
•Consumer Directed Option
Kentucky Independence Plus
•What is Consumer Direction
Principles of CDO
•Consumer Directed Option (cont’d)
Projected start date is Fall 2005.
Consumer Directed Option is NOT an
increase or expansion of current services.
•These Services May Be Consumer
Respite, Personal Care, Homemaking,
Respite, Community Living Supports,
Respite, Companion Care, Personal Care
•What are Blended (Traditional &
CDO and traditional waiver services may be
provided at the same time depending on the
individual’s needs and approved plan.
Services may not be duplicated.
Medicaid and Waiver eligibility will not change.
•Who can Participate ?
Individuals meeting the eligibility and
financial requirements for the following
Home and Community Based
Supports for Community Living
Acquired Brain Injury
•Who can Participate? (cont’d)
Individuals who can:
Understand the rights and
responsibilities of managing their own care.
Manage or have someone assist them
with their budget and self-direction.
•What is a Representative?
A person to assist you with aspects of
Chosen by the individual.
Must be at least 21 years of age.
Cannot be paid to act as a
representative or provide CDO services.
•Tools for Implementation
Support Brokerage Entity
Financial Management Agency
•What is Support Brokerage?
Required for all individuals participating
Available 24 hours/ 7 days a week.
A single entity will provide support brokerage
statewide under contract with the Commonwealth
/Department of Medicaid.
Individuals choosing CDO may select a support
broker of their choice from this entity.
•Role of Support Broker
Represent the INDIVIDUAL.
Assist with the development, revision, and
monitoring of the Plan of Care/Support
Spending Plan (POC/SSP).
Assist with the development, revision and
monitoring of an emergency back-up plan.
Provide education/information on self-
determination and community resources.
•Role of Support Broker (cont’d)
Assist with recruiting, hiring, and managing
employees of the individual and negotiating rates.
Assist with all paperwork and the CDO process.
Coordinate all services for individual receiving a
blended package of services.
Be accountable to the individual and the state.
•What is an Individualized Budget?
Based on individual’s needs identified
on approved POC/SSP.
Allow flexibility on who will provide the
The amount of money in the budget
will be determined by Medicaid based
on past service usage.
May be amended if individual needs
•What is Financial Management?
Required for individuals participating in CDO.
Primary role is paying for services provided.
A single entity will provide financial management
services statewide under contract with the
Commonwealth/Department of Medicaid.
Provides budget reports to the individual, support
broker, and Medicaid.
•Role of Financial Management
Assist individual with administering
their individualized budget.
Assist with payroll requirements.
Ensure all labor laws and state
requirements are met.
Ensure payments are made for
services approved in the POC/SSP.
•Who can provide CDO services?
The individual and/or their representative
may recruit, hire, and supervise their
own employees to provide services as
approved in their plan of care.
Employees may include:
Employees recruited by consumer
•Assistance with Consumer Directed
When an individual chooses the Consumer
Directed Option, he/she can get assistance
with finding and managing employees from
his/her representative, support broker, and
circle of support.
CDO individuals and/or representatives
employees, and Support Broker must
complete training on self-determination.
Employees shall complete other training
as needed and directed by the individual,
including CPR and First Aid.
Employees must submit to background check.
Adhere to tax and labor laws.
•Person Centered Planning
POC/SSP developed based on person centered
Guiding Principles of Person Centered Planning
The plan ensures services will meet the overall
health and safety needs of the individual.
Ensures budgeted amount to meet individual
•What will be the individual’s
Work with support broker to develop
POC/SSP and emergency back-up plan.
Work with financial management agency
to work within their budget.
As employer – hire, train, schedule, fire
Follow the POC/SSP.
Select representative, if desired/needed.
•What happens if the individual no longer
wants or is able to consumer direct?
Return to traditional services.
No break in service delivery.
For further information, please contact
one of the following people at (502) 564-
Mary Walker(Medicaid) at (502)564-7540