+

Fiscal Intermediary Choosing The Right One To Assist Your Employer

Journey

+Who Benefits From FI Program?

All individuals with Intellectual and Developmental Disabilities

Intellectual disability: Limitations in intellectual functioning and difficulties in a variety of everyday social and practical skills

Developmental disability: Cognitive or physical impairment that results in limitations in areas such as self-care, language, and mobility

+Making Sure that Individual Enjoys: Self-Determination

Secured Fundamental, Human, and Civil Rights

An end to Institutionalization, Abuse, and Neglect

More Choice, Control, Flexibility, and Freedom

A Meaningful Life in the Community

+

Self-Determination is a concept that people served by the Public Mental Health System (PMHS) must have the support needed to have a Meaningful Life in the community

In Michigan, the PMHS is implemented by Prepaid Inpatient Health Plans (PIHP) which oversees 46 Community Mental Health Services Programs (CMHSP)

Michigan’s SD Policy & Practice Guidelines requires that PIHP/CMHSPs offer arrangements that support SD

+Self-Determination is based on four principles:

Freedom Authority

SupportResponsibilit

y

FI

+S-D Gives Authority to Make Decisions such as:

Where you live

Where you work

Are you part of the community

How you spend your day

What to buy

Who provides you the supports

What supports are provided

When they’re provided

Where they’re provided

How to control your budget

+Funds/Individual Budget/PCP/IPOS

Federal Medicare/Medicaid Funding pays for the services and supports in your plan (IPOS) developed through PCP process

The Center for Medicare and Medicaid Services (CMS) defines an Individual Budget as “the total dollar value of the services and supports, as specified in the plan of care, under the control and direction of the program participant”

+Employer Pros & Cons

Good News:

Individual Becomes the Employer and has Control on the Supports & Services hired by them

Bad News:

Employer has to Deal with Complex Issues

+EMPLOYER STRESS

Managing EmployeesRecruiting new EmployeesComprehensive/Extensive

background screeningAll forms/documents

required by tax authority/CMHA W4, I9 Employment contract

Rate of pay, hours

Evaluation performance Correcting problems Discipline Termination – must follow

specific laws/guidelines

Year-EndPayroll tax reconciliationEmployee W2Social Security

Administration W3

+EMPLOYER STRESS

Payroll ProcessingVerification of amountsDirect depositsTax paymentsTax filings

Workers Compensation Insurance

Unemployment Insurance Wage Reports Tax Payments Claims Administration

Workers Compensation Insurance Policy Wage Reports Annual Audits Claims Administration

+Idealistic Situation for the

Individual?Maintain Employer Control Remove Employer StressHire Fiscal Intermediary

+*FISCAL INTERMEDIARYFI manages the funding on behalf of the Individual, pays for the approved services when the Individual authorizes it, & handles Employer’s complex issues & responsibilities

Alliance Choice Care claims to be the Best Fit FI in your journey to being an Employer

+ Fiscal Intermediary: Your Choice. Your Care.

ALLIANCE CHOICE CARE

+Alliance Choice Care Advantages

Licensed by the State – Requirement NOT fulfilled by many

Strong Infrastructure – Top Payroll processing Software/Backup

PEO business for years – Full Capacity to Complete Tasks

Meet all Provider & Medicare Requirements

Outstanding Customer Service, Communication, & Support

Maintains Professional & Business Liability Insurance in Excess of County Requirements

+Alliance Choice Care Roles

Bookkeeper – Compiles all information regarding Individual budget and provides Individual up-to-date reports to monitor budget

Tax Accountant – Responsible for tasks related to taxes

Payroll Agent – Responsible for tasks related to employment & staffing

Financial Advisor – Provides Advice/Information on how best to utilize resources

Employment Consultant – Answers Questions, Concerns regarding Employees & Employment Issues

+Employer of Record – Alliance Choice Care

Legal, Tax, & Administrative Tasks

1. Financial Management Tasks

2. Human Resources Tasks

+Alliance Choice Care as FI Assists With:

Payroll/Payroll Taxes/Payroll Reports

Workers’ Compensation Insurance

State and Federal Unemployment Insurance

Employee Benefits

+Payroll/Payroll Taxes/Payroll Reports

Payroll processing

Direct Deposits

Tax payments – Federal, State, Local withholdings

Court-ordered Garnishments

Tax reports: Filing Deadlines, Bi-weekly, Monthly, Quarterly Reports

End-of-year: W-2 and W-3 forms

+Workers’ Compensation Insurance

Filing Wage Reports

Insurance premium payments

Claims management

Year-end wage audits

+State and Federal Unemployment Insurance

Quarterly Wage reports

FUTA, SUTA payments

Wage reports: 1017, 1020

+Recap: FINANCIAL MANAGEMENT

Confirm & authenticate work schedule & job description with individual

Process Payroll

Withholding, filing & paying Federal & State income tax withholding, unemployment taxes, FICA, FUTA, SUTA

Pay worker’s compensation insurance premiums

Issue forms W-2

Maintain current financial records, all agreement copies & supporting documents

+Recap: HUMAN RESOURCES TASKS

Confirm if prospective workers meet Medicaid provider manual requirements

Complete criminal background & reference checks

Confirm prospective workers’ citizenship or legal alien status

Provide workers training as required by PIHP/CMHSP and/or the AWC provider and/or directed by individual

+FI & S-D

Alliance Choice Care (FI) works directly with the PIHP/CMHSA & the Individual to support S-D principles.

+ The Four Principles, Individual & Alliance Choice Care

Freedom: Individual chooses personal lifestyle established through IPOS. Decides where & with whom to live, how & with whom to connect with, & what opportunities to contribute.

Alliance Choice Care (FI) allows for the efficient utilization of the Individual BUDGET

+ The Four Principles, Individual & Alliance Choice Care

Authority:

Individual Controls the Resources needed to maintain personal lifestyle

Alliance Choice Care (FI) provides the INFORMATION about the budget allowing them to gain more control & efficiency

+ The Four Principles, Individual & Alliance Choice Care

Support:

Individual fully participates in the arrangements of resources and personnel to assist her/him in living a desired life rich in community association and contributions

Alliance Choice Care (FI) Co-Manages Employment (hired support) along with the Individual

+ The Four Principles, Individual & Alliance Choice Care

Responsibility:

Individual must use public funds efficiently and should contribute to the community through responsible citizenship.

Alliance Choice Care (FI) has policies and procedures that ensure COMPLIANCE – meet Medicare requirements, Ensure compliance with Tax Laws, and maintains proper Workers’ Compensation – Insurance policy

+ Alliance Choice Care (FI) helps the Individual become the Managing Employer. Keeps Control. Drops Stress.Individual’s Control/Responsibility

Determines Work Schedule and Job Duties

Authorizes Payroll by Signing Timesheets

Supervises and Evaluate Workers

+Managing Employer

Individual’s Responsibilities Drops Down To:

Reporting wages and hours to FI

Monitoring wages and taxes through secure web portal

Reporting workplace injuries to FI

Reporting changes in employee work status to FI: Terminations, Lay-offs, Leave time

+Confidentiality: Careful Handling of Privacy IssuesExposure to Privacy details of Individual and their Employees:

ACC has Policies and procedures in place to handle privacy issues

Equipped with a system that is Extremely careful of privacy issue

Careful Handling of Sensitive Information distinguishes ACC from other FI

+Available Employer Options:

Direct Employment – Most Risky with ALL Liabilities

Agency with Choice – Least Risky with NO Liabilities

+Alliance Choice Care.

Your Choice. Your Care.

Please Contact Us At:

33150 Schoolcraft Rd, #108, Livonia, MI 48150

Office: 734-513-2731Fax: 734-513-2706

office@mipsmail.comwww.mipayrollservices.com

+References

http://www.dhs.vic.gov.au/for-individuals/disability/individual-support-packages/managing-funding/disability-financial-intermediary-service-users-frequently-asked-questions

http://www.dmh.ms.gov/service-options/idd-services/

http://www.Michigan.gov/documents/SelfDeterminationPolicy702627.pdf

www.Michigan.gov/mdch

www.Michigan.gov/documents/mdch/annualreport2014finished489187.pdf

http://www.mifreedom.org

http://www.Michigan.gov/documents/mdch/FY0910CMHSPContractBoilerplatewithattachments3122167.pdf

http://www.Michigan.gov/documents/mdch/HowPersonCenteredPlanningWorksForYou3671017.pdf

http://www.c-q-l.org/resource-library/publications/cql-publications-for-free/quality-in-practice-guides/individual-and-fiscal-intermediaries

http://mifreedom.org/images/FiscalIntermediary20150318.pdf