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OPWDD Self-Direction Policy Clarification April 2024

In 2023, OPWDD released a Request For Proposals seeking a consultant to assess the self-direction model and provide recommendations for both short-term and long-term enhancements. This work is set to begin in 2024.

In addition to the evaluation, OPWDD is currently making the following improvements based on stakeholder feedback:

  • Recently completed a Request For Information to begin the process to select an information technology system to streamline and better manage the Self-Direction program. The use of an information technology system will enable OPWDD to move from a manual to an automated system for reviewing and submitting self-direction budgets.
  • Continuing an independent Support Broker option with increased accountability through central broker authorization and review processes.
  • Managing Support Broker trainings with a single, statewide registration process and a web-based format.
  • Implementing a Community of Practice for Fiscal Intermediaries to ensure consistency in reviewing requested community classes. In addition, this initiative aims to facilitate communication and drive common understanding among approximately 100 Fiscal Intermediary agencies in New York State regarding Individual Directed Goods and Services (IDGS) reimbursement.
  • Fiscal Intermediary agencies will establish a dispute resolution process for participants whose requested reimbursements are denied for service compliance reasons.
  • Incorporating HUD housing subsidy payment standards which has led to an increased subsidy amount for some. This reform benefits all people who use housing subsidies, not just people who use self-direction.
  • Adjusting Fiscal Intermediary administrative fees, including a separate administrative fee for housing subsidies.
  • Updating policies and Administrative Memoranda (ADMs) to provide greater clarity and guidance, including the Fiscal Intermediary, Broker, and Housing Subsidy ADMs which are in the process of being updated.
  • Updating guidance and requirements for Individual Directed Goods and Services to improve consistency and transparency of reimbursement decisions among Fiscal Intermediary agencies.

For more information and to access Frequently Asked Questions about self direction, the distinctions between direct purchasing and reimbursement, and the IDGS Community Class policy, please visit:https://opwdd.ny.gov/providers/self-direction-providers#info-for-fiscal-intermediaries-(fi)

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