Download Report

Consumer Directed Care Plus
Module: CDC+ Enrollment Packet
1
INTRODUCTION
• The CDC+ Enrollment Packet is the second packet in
the enrollment process.
• The Enrollment Packet is mailed to the consultant at
the same time the consumer receives the CDC+
Program Guidelines.
• Enrollment packets are reviewed by staff within three
to five business days of receipt.
• Consultants are notified of any corrections needed to
complete the enrollment process.
2
CDC+ Enrollment Packet
The enrollment packet is created and mailed to the
consultant after:
•
A complete application packet has been received,
reviewed, and entered into the CDC+ system;
•
The Internal Revenue Service (IRS) issues an
Employer Identification Number (EIN); and
•
Background screening clearance has been
received for the representative, if applicable.
3
Documents in the
CDC+ Enrollment Packet
REQUIRED
OPTIONAL
4
• BUDGET AUTHORIZATION FORM (BAF)
• IRS FORM 8821
• IRS FORM 2678
• INFORMED CONSENT FORM
• CDC+ BUDGET PLAN
• PERSONAL GOAL SETTING TOOL
• EMPLOYEE FORMS
• BACKGROUND SCREENING FORMS
•CDC+ DIRECT DEPOSIT FORM
• CDC+ VENDOR REGISTRATION FORM
Documentation
Maintaining accurate and complete documentation is one of
the most important responsibilities DOEA has as a
Fiscal/Employer Agent (F/EA).
CDC+ Program Office staff may return documents for
corrections in order to meet program standards and
requirements.
CDC+ Program Office staff are prohibited from making
corrections to documents on behalf of the consumer or the
consultant.
5
Budget Authorization Form (BAF)
Must be signed
by an
authorized
person having
budget
authority.
6
IRS Form 8821:
Tax Information Authorization
7
IRS Form 2678:
Employer/Payer Appointment of Agent
8
CDC+ Informed Consent Form
9
CDC+ Budget Plan
Identifies how the monthly allocation will be used
by the consumer to receive the services reflected
in the waiver care plan;
Lists the appropriate Service/Cash/Savings Codes
for each item; and
Includes an emergency back-up plan for critical
services.
10
CDC+ Service Codes
Service codes are used to identify the goods and
services that may be purchased through CDC+.
All items on the CDC+ Budget Plan must be identified
by one of the service codes.
A list of service codes is available at www.cdcplus.org
under Information Available for Download:
Service/Cash/Savings Codes.
11
Employer Taxes
Employer Taxes
Taxable Employees
Employee Taxes
Federal Unemployment
Tax
(FUTA);
Social Security
State Unemployment Tax
(SUTA);
Federal Withholding
Medicare
Social Security
Medicare
Non-taxable Employees
12
None
Federal Withholding
CDC+ Budget Plan
13
CDC+ Budget Plan
Taxable and Non-Taxable Employees
Taxable Workers
1. Weekly hours x hourly rate = sub-total
Non-taxable workers
1. Weekly hours x hourly rate = total
2. Sub-total x .1115 = taxes
3. Sub-total + taxes = total
Add the final total from the taxable and non-taxable
workers to obtain the total for all weekly services.
14
CDC+ Budget Plan
Vendors and Cash Items
15
CDC+ Budget Plan
Savings and Summary
16
CDC+ Budget Plan
Employee/Vendors Pool
17
CDC+ Vendor Registration Form
18
How to Submit the
CDC+ Enrollment Packet
The CDC+ Enrollment Packet can be submitted to
the CDC+ Program Office in one of the following
methods:
Fax to: 850-414-2310
- OR Mail to:
Florida Department of Elder Affairs
Consumer Directed Care Plus (CDC+)
4040 Esplanade Way, Suite 350
Tallahassee, FL 32399-7000
19
Technical Assistance
All questions regarding this training module should
be directed to:
Customer Service: 1-866-232-3733
Email: [email protected]
20
Thank you.
21