Self- Direction Budget

Plan Submittal Process

Self-Direction Budget Submittal Process

At Tailored Independence LLC, we guide individuals and families through the Self-Direction budget submittal process, ensuring that their budget is accurate, compliant, and approved without delays. Our expertise helps streamline the process so you can start using your funds as soon as possible.

Steps in the Self-Direction Budget Submittal Process

1. Preparing the Budget for Submission

✅ Work with your Support Broker (us!) and Care Manager to finalize your Self-Direction budget.
✅ Ensure all budgeted expenses align with OPWDD guidelines and Medicaid funding rules.
✅ Confirm that all required categories are accounted for, including:

  • Staffing (Community Habilitation, Respite, Paid Neighbor, etc.)

  • Goods & Services (technology, memberships, adaptive equipment, etc.)

  • Classes & Activities (educational and recreational programs)

  • Housing Subsidies (if applicable)

2. Review & Approval by Your Fiscal Intermediary (FI)

✅ Submit your draft budget to your Fiscal Intermediary (FI) for initial review.
✅ Your FI will:

  • Check for compliance with Medicaid and OPWDD regulations.

  • Ensure funds are properly allocated across categories.

  • Request revisions or clarifications, if needed.

3. Submission to OPWDD for Final Approval

✅ Once your FI approves the budget, they will submit it to OPWDD for final approval.
✅ OPWDD will review the budget to ensure:

  • It meets Self-Direction guidelines.

  • All services are necessary and support the individual's goals.

  • Medicaid rules and spending caps are followed.
    ✅ If OPWDD requires changes, your Support Broker will assist with revisions and resubmission.

4. Budget Approval & Implementation

✅ Once OPWDD approves the budget, you will receive an official approval notice.
✅ The Fiscal Intermediary activates the budget, and funds become available for use.
✅ You can now:

  • Hire and pay staff (Community Habilitation, Respite, etc.).

  • Make purchases for approved goods and services.

  • Enroll in community classes or programs.
    ✅ Begin tracking expenses and submitting reimbursement requests through your FI.

5. Ongoing Budget Management & Modifications

✅ If changes are needed during the year, submit a budget modification request.
✅ Work with your Support Broker to shift funds between categories if necessary.
✅ Regularly review spending to ensure budget compliance and financial sustainability.

How Tailored Independence LLC Supports the Budget Submittal Process

✔ Expert Budget Preparation – We ensure your budget is clear, well-structured, and meets OPWDD standards.
✔ Collaboration with Your FI & Care Manager – We coordinate with key team members to streamline the approval process.
✔ Ongoing Support & Adjustments – We help with budget modifications and ensure funds are used effectively.

Need help submitting your Self-Direction budget? Contact us today!