RESOURCE EXPECTATION OF BROKERS
The following list is not exclusive to Support Brokers. Other members on the team may also have knowledge and be willing to participate in some of the activities. Each team should work together to determine who is the most appropriate person to accomplish a task.
Team Building
- Communication
- Conflict Resolution
- Personal Funds
- County/State Funds
- Planning
- Case notes
- Modifications and Adaptations
- DD Systems Change Form
- Housing
- Community Connections
- Transportation
- Assessment/Referrals
The Support Broker is expected to have a minimum of monthly contact with one person on each support team. A face to face visit with each client in a variety of settings is required a minimum of once every three months. Client directed exceptions can be written in the person's support plan. Support Brokers ensure coordination of team meetings for all team members to communicate with each other on a regular basis.
Each Support Broker must be proficient in facilitating team meetings when necessary. There also may be a need for the Support Broker to mediate conflicts in order for the team to find a resolution with a situation.
Funds
It is expected that all Support Brokers will have a clear understanding of SSI and SSDI benefits along with the knowledge of who is eligible for SSI-E. There must also be an understanding of how MA is related to personal funds and knowing who is eligible and appropriate for the MAPP program. The Support Broker must also understand how the representative payee responsibility and making sure all representative payees have the knowledge to follow through with the job duties accurately.
A thorough understanding of how County and State funds work together through the waiver program. Accurately completing the assessment for the waiver program is a necessity. It is just as important to accurately complete the IFP, narrative and agreement/voucher forms in order for Dane County funding to be paid to support providers. The Support Broker is expected to review their Dane County funding statement from Fiscal Assistance with each client/guardian every three months.
Paperwork:
A person-centered plan must be completed for each client annually. The Support Broker is expected to be well informed on the variety of person-centered plans available and who to contact to complete the plan the team chooses. There must be a six-month review of each plan. The Support Broker should be able to assess when a behavior support plan is necessary and who to contact to complete this planning process.
All Support Brokers are required to keep accurate case notes of every interaction and administrative activity for each client. This time is then reported on a 610. Support Brokers are expected to know how to write a case note as per MA guidelines.
Each Support Broker must be aware of the protocol for obtaining funds for necessary modifications and/or adaptations.
This form must be completed whenever there is a change in a person's address, agency provider, phone number, guardian, or representative payee.
Community Resources
It is expected that all Support Brokers will have a basic understanding of Section 8 housing, Movin' Out Inc. etc. Brokers don't generally take a lead in finding housing unless a client is moving between agencies and/or no residential agency is involved.
Support Brokers must be aware of a variety of community activities available to people with disabilities as a means for self-empowerment and education on rights.
The Support Broker is expected to have a proficient understanding of the transportation options in Dane County and how this service is funded. The Support Broker must be able to advocate for the appropriate transportation for each client.
The Support Broker must be accurate in the assessment needs of each client. When a need is identified, the Support Broker must be able to make a referral to the appropriate person in order to get the need met. Examples of referrals are: Physical Therapy, Occupational Therapy, Psychiatrist, Communication devices, Neurotherapist etc.
Mandatory Reporting
Each Support Broker is required to be proficient in the Dane County Human Service and the State of Wisconsin's latest Abuse and Neglect policies and follow this format for any suspected abuse and neglect situation.
