Ohio Support Brokerage Services Policy Manual

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The Ohio Support Brokerage Services Policy Manual provides a comprehensive operational framework for agencies delivering Support Brokerage Services under Ohio’s Home and Community-Based Services (HCBS) Medicaid Waiver programs, including the Self-Empowered Life Funding (SELF) Waiver. This manual ensures alignment with the Ohio Administrative Code (OAC) 5123-9-47, federal HCBS Settings Rule requirements, and the guidelines set by the Ohio Department of Developmental Disabilities (DODD).
Designed to promote client autonomy, self-direction, and community integration, the manual addresses key operational areas such as administrative governance, financial accountability, safety protocols, and staff management. It includes detailed procedures for eligibility assessment, individualized service planning, service coordination, incident management, and compliance monitoring.
The manual also outlines the essential responsibilities of Support Brokers, emphasizes person-centered service delivery, and includes tools and policies to support clients in managing their own care—including provider selection, budgeting, and advocacy. Emphasis is placed on quality assurance, HIPAA compliance, and continuous policy review to support regulatory adherence and high standards of care.
Agencies can use this manual as a regulatory guide and daily operational reference to ensure compliance with state Medicaid Waiver mandates while fostering independence and quality of life for individuals with intellectual and developmental disabilities who choose to self-direct their services.