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Developing a Budget

Your broker will work with you to build a budget of services that meet the needs and goals identified in the planning process.  The value of the budget is different for everyone.

Budget Types

BOTH

Contains funds and services for both residential and other than residential services, it must represent all OPWDD services. This budget can be used for any child or adult that does not reside in a certified setting. 

RESIDENTIAL ONLY

A term used to describe a budget that does not account for DAY and SEMP Services.  A person can still access these services, but the budget does not contain the services. This budget can be used for any child or adult that does not reside in a certified setting.  It is ideal for a person using full time day hab or agency SEMP services.

OTHER THAN RESIDENTIAL (OTR)

A term used for a budget that only provides for services during the daytime hours (9am-3pm Mon-Fri).  This budget is appropriate for a person who resides in a residential setting who wishes to self direct their day time service.

Service Options

Self Directed Services

Self Hired Staff

Respite

Community Habilitation

Supported Employment


You will set the pay rate and hours for staff.

A Fringe Rate is applied to these services.

Brokerage

Brokers are required to manage the budget.  Make sure that you budget enough for the level of support you'll request.


You or a natural support can also take broker training and be an unpaid broker for your own plan.

Individual Goods and Services

You can have up to $32,000 in this section if your personal budget can afford it. 


Here we cover camp, classes, coaching, memberships, clinical, family education, interpreter, transportation, Paid Neighbor, Staffing Support, household related goods and services.

Live-In-Caregiver

A service that reimburses you for your live in caregiver's portion of rent, utilities and food. 


LIC cannot be related.

Individual receiving services must be the tenant or home owner of the shared unit.

Housing Stipend

For some, the budget can help pay for your housing expenses. 


Housing Details Can Be Found Here

Family Reimbursed Respite

Funds up to $3000 for a primary caregiver to get a respite from care. 


You can choose a person/service that is not otherwise reimbursable through the budget.

Other Than Personal Services

This page is limited to $3000.


Funds for adults to contribute to living expenses related to health and safety  or independence. (Food, Utilities, Personal Transportation, Phone, Internet, Clothing)


Funds for adults and child to support goals  (staff activity fees, software related to disability, Goods and Services supporting Health and Safety or Independence, Staff advertising, Staff training).


Traditional Service Options

Self Directed Service recipients can choose to purchase agency directed and agency support services with the budget

Day Habilitation and Without Walls

Social group setting services.


Day Services can be built into a BOTH Budget.


Day Services can also be used with a RESIDENTIAL ONLY Budget but they are not built into the budget.

Employment Services

Can be used with a BOTH or RESIDENTIAL ONLY Budget.


  • Community Pre-Voc
  • Pathways to Employment
  • Employment Training Program (ETP)
  • Supported Employment

Community Habilitation

A teaching service; staff will promote community inclusion, skill building, personal care tasks and health/safety.


MUST be built into ANY type of Budget.

  • limited to Monday-Friday between 9am and 3pm in an OTHER THAN RESIDENTIAL budget

Respite

Provides a parent/caregiver with a break from care giving responsibilities.

  • Recreational
  • On-site
  • In-Home
  • Intensive Behavioral


Gets built into BOTH or RESIDENTIAL ONLY.  Cannot be used by a person living independently or in a certified residence.

Family Support Services

Provides funds to a parent/caregiver for good and services not otherwise funded.

  • Recreational
  • Clothing (children)
  • Goods 
  • Services such as camp, educational advocate, autism services


Gets built into BOTH or RESIDENTIAL ONLY.  Cannot be used by a person living independently or in a certified residence.

Behavior Support Services

Crisis Intervention Services (CSIDD) do not get applied to a budget.


In-Home Behavioral Services are listed in BOTH or RESIDENTIAL ONLY budget as a Contracted Service.


Behavior Support Services are provided by all certified residences and day services.

Reviews and Approvals

Initial Budget

Approximately 6-9 months


The initial budget will be reviewed by the FI after completion by you and your broker.  

Upon FI approval it is reviewed by the Regional Office associated with your location.  

Upon Regional approval it is reviewed by Central Office.

An approval letter with effective date is returned to the team. 

The team will schedule a LAUNCH MEETING and then services can begin.

Amendments

All changes to the budget must be approved by the FI and Regional. 

Changes involving more than $1000 increase must also be approved by Central Office before changes can take place.


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