SDS Services

Fiscal Intermediary for Self-Directed Services

CFS SDS utilizes various OPWDD opportunities to help meet individuals needs in a truly person-centered way. Our approach allows individuals to participate in community-based opportunities of choice as well as in home learning. As an FI we look forward to providing billing and administrative support for individuals and families that choose self-direction. We also look to be a meaningful part of your circle to give life to your vision of self-directed services. If you are interested, please contact us!

   Click here for our FI flyer with contact information and fringe benefits explanation.

   Click here for presentation on Intro to Self Direction.

Family Launch Information & Forms

Please click on the appropriate PDF link, download and save to your computer. Click on the Family Launch Document Bundle to download a zipped file of all the forms to your computer.

   Care Manager Checklist

   CFS Self Direction Guide

   CSS Launch Meeting Checklist

   Launch Meeting Agenda

   Learning About Incidents Brochure

   Life Plan Service Listings Guide

   New York Employee Handbook – Revised Sep 2018

   Privacy Policies Notice of Privacy Practices Acknowledgement

   SD MOU Between SD Participant and FI

   Family Launch Document Bundle (All Files)

   Family Reimbursement Claim Form

EMPLOYEE PAID TIME-OFF REQUESTS

CFS SDS employees earn PTO based on their status. Our HR staff track available PTO balances. We will review the form once received to ensure that you have the days available that you are requesting.

   Employee Paid Time-Off Request Form

Manual Visit Verification Attendance Form

Please complete this form if you need us to add or edit a visit for SDS CH or SDS Respite.

OPWDD LINKS

1. Self Direction Guidance for Providers
   https://opwdd.ny.gov/system/files/documents/2020/04/sd_guidance_040620.pdf
2. IDGS Chart
   https://opwdd.ny.gov/system/files/documents/2020/01/idgs_chart_cms_approved_amendment_01-002.pdf
3. Self Direction – gives you flexibility to choose the mix of supports and services that are right for you.
   https://opwdd.ny.gov/types-services/self-direction
4. Addendum A.11 Individual Directed Goods and Services (IDGS) Definitions Chart – Office for People With Developmental Disabilities
   IDGS Chart Addendum A.11 8/1/2017 Page 2 of 12 Coaching/ education for parent(s), spouse and advocates involved in the person’s self-directed services No IDGS funding is for Parent/Spouse/Advocate to attend/participate in educational opportunities.
   https://opwdd.ny.gov/system/files/documents/2020/01/idgs_chart_cms_approved_amendment_01-002.pdf

Employee Separation and Change of Status Forms

To communicate if employees will no longer be working or are changing status, please click the links below to complete either the Employee Separation or Change of Status Forms.

Employee Separation Form

Employee Change of Status Form

BROKER TRAINING

Please review the following training document which includes PRAISE, Corporate Compliance, OSHA and HIPPA. Once you review the training, please click the adobe form to sign the training attestation. You will receive a copy of this attestation for your records.