Minnesota Minnesota

CFSS Policy Manual

CFSS Policy Manual


CFSS service delivery plan development and approval process

Page posted: 8/26/24

Page reviewed:

Page updated: 12/15/25

Legal authority

Minn. Stat. §256B.85, subd. 6 and 6a, Minn. Stat. §256B.0659, subd. 7

Comparison of PCA and CFSS

DHS is in the process of replacing PCA with CFSS. For more information about this transition, refer to CFSS Manual – Transition from PCA and CSG to CFSS.

Similarities

In both PCA and CFSS, a person must have a document that describes what services they will receive and how those services will be delivered.

Differences

In PCA, the document is called the “care plan.” The qualified professional (QP) and the person develop the care plan. The QP is responsible to ensure the plan meets the person’s needs and ensure the person’s health and safety. For more information, refer to PCA Manual – QP requirements overview.

In CFSS, the document is called the “service delivery plan.” The person develops the service delivery plan with the assistance of the consultation services provider, as desired. The rest of the information on this page applies to CFSS only.

Definition

CFSS service delivery plan: A person-centered, written document that identifies the CFSS services a person will receive based on their assessed needs and how those services will be delivered. For a template, refer to CFSS Individual Service Delivery Plan, DHS-6893P.

For information about the required components of the service delivery plan, refer to CFSS Manual – PCA/CFSS service delivery plan.

Overview

After an assessment determines the person is eligible for CFSS services:

1. The person chooses to receive CFSS services.
Note: The lead agency might need to provide temporary approval for people using CFSS at the time of their reassessment if they will not have an approved CFSS service delivery plan by the end of their current service plan year. For more information, refer to the temporary plan approval section on this page.

2. The person selects a consultation services provider.

3. The consultation services provider offers the person information and help writing the CFSS service delivery plan.

3. The person writes the CFSS service delivery plan, with help from the consultation services provider as desired. For a template, refer to CFSS Individual Service Delivery Plan, DHS-6893P.

4. The consultation services provider reviews and offers the person guidance about whether their CFSS service delivery plan:

  • · Is complete.
  • · Meets the person’s assessed needs.
  • · Contains only covered CFSS goods and services.
  • 5. The consultation services provider sends the CFSS service delivery plan to the lead agency.

    6. The lead agency approves the services in the CFSS service delivery plan.

    7. The lead agency completes and signs Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W. For instructions, refer to DSD MMIS Reference Guide – ASA3 overview.

    Note: Managed care organizations (MCOs) can use an alternative form instead of DHS-6893W.

    8. The lead agency authorizes services using a start date based on the person’s situation:

  • · Person currently using PCA or CSG: The start date is the date immediately following the end of their six-month PCA/CSG service authorization.
  • · Person not currently using PCA or CSG: The start date is the date the lead agency approved the CFSS service delivery plan.
  • Note: The person does not need sign the CFSS service delivery plan again after the lead agency makes these changes.

    9. The lead agency:

  • · Authorizes services.
  • · Uploads DHS-6893P and DHS-6893W to MnCHOICES.
  • · Sends a copy of DHS-6893P and the signed DHS-6893W (county/tribal nation) or alternative form (MCO) to the person, CFSS provider agency and/or financial management services (FMS) provider.
  • Person-centered planning

    The consultation services provider must use a person-centered planning process when supporting the person as they develop their CFSS service delivery plan. The person-centered planning process must:

  • · Include others chosen by the person.
  • · Ensure the person directs the process to the maximum extent possible.
  • · Provide the person with the information they need to make informed decisions.
  • · Be timely and occur at times and locations convenient to the person.
  • · Reflect the person’s cultural considerations.
  • · Include strategies for solving conflicts or disagreements, including clear conflict-of-interest guidelines.
  • · Provide the person with choices about the services and supports they will receive.
  • · Provide the person with choices about the staff who will deliver their services and supports.
  • · Include a method for the person to request updates to the plan.
  • · Document the alternative home and community-based settings the person considered.
  • Person’s responsibilities

    The person is responsible to write their CFSS service delivery plan and submit it to their consultation services provider. Their CFSS service delivery plan must meet all requirements described on CFSS Manual – PCA/CFSS service delivery plan. The person can ask their consultation services provider for as much help as they want to develop their CFSS service delivery plan. For a template, refer to CFSS Individual Service Delivery Plan, DHS-6893P.

    In the CFSS agency model, the person is responsible to monitor the effectiveness of the CFSS service delivery plan with the provider agency and, if needed, make changes with the consultation services provider’s support and lead agency’s approval, if applicable.

    In the CFSS budget model, the person is responsible to monitor the effectiveness of the CFSS service delivery plan and, if needed, make changes with the consultation services provider’s support and lead agency’s approval, if applicable.

    Consultation services provider’s responsibilities

    The consultation services provider is responsible to:

  • · Provide the person with CFSS Individual Service Delivery Plan, DHS-6893P.
  • · Provide the person with as much assistance writing the CFSS service delivery plan as the person desires.
  • · Review the CFSS service delivery plan and offer guidance about whether it meets all requirements (refer to CFSS Manual – PCA/CFSS service delivery plan) and does not include services or goods that are not covered (refer to CFSS Manual – PCA/CFSS covered services).
  • · Send the CFSS service delivery plan to the lead agency within 10 business days.
  • Lead agency’s responsibilities

    The lead agency must review the CFSS service delivery plan and ensure it meets all requirements (refer to CFSS Manual – PCA/CFSS service delivery plan) and does not include services or goods that are not covered (refer to CFSS Manual – PCA/CFSS covered services).

    Note: DHS does not determine which specific lead agency staff member approves the plan, but the staff member must have training and/or experience with assessment and/or case management. Case management aides cannot approve the service delivery plan. For information about case management aides, refer to CBSM – Case management aides.

    If the CFSS service delivery plan does not meet CFSS requirements, the lead agency can either:

  • · Work with the person directly to update the CFSS service delivery plan.
  • · Refer the person back to the consultation services provider to make adjustments.
  • The lead agency is responsible to approve or deny the CFSS service delivery plan within 30 calendar days. If the lead agency denies the CFSS service delivery plan, the lead agency must provide a notice of action to the person explaining the denial. For additional information, refer to CBSM – Notice of action.

    The lead agency is responsible to send a copy of the approved CFSS service delivery plan to:

  • · Person receiving CFSS services.
  • · Consultation services provider.
  • · CFSS provider agency and/or financial management services (FMS) provider.
  • Temporary approval

    If a person using CFSS at the time of their reassessment will not have an approved CFSS service delivery plan before the end of their current service plan year, the lead agency must:

    1. Authorize a year of the same CFSS services the person is currently using, based on the new assessment results, as follows:

  • · Six units of consultation services.
  • · If using personal care:
    a. Worker training and development budget using the current state-set rate.
    b. A personal care line equal to the person’s total eligibility based on their new assessment minus the amount the lead agency authorizes for PERS, goods and services and FMS fees. For more information on calculating this amount, refer to DSD MMIS Reference Guide – ASA3 screen overview.
    c. A goods and services line with the same amount authorized on the person’s previous service agreement, if applicable.
  • · If not using personal care: A goods and services line equal to the person’s total eligibility based on their new assessment minus the amount the lead agency authorizes for PERS and FMS fees. For more information on calculating this amount, refer to DSD MMIS Reference Guide – ASA3 screen overview.
  • · If using a monthly PERS service: 12 months of PERS.
  • · If using the CFSS budget model: An FMS line using the FMS provider’s current fee structure.
  • 2. Complete Temporary CFSS Individual Service Delivery Plan Approval, 6893L (PDF) and:

  • · Upload it to MnCHOICES.
  • · Send it to the person and all of their CFSS providers.
  • Notes:

  • · The person and their providers cannot ask the lead agency or DHS to change their temporary service authorization until the lead agency approves a new CFSS service delivery plan.
  • · For a person not on a waiver/AC (i.e., has a type B service agreement), if the reassessment occurs 30 days or less after the end of the existing service agreement, the county/tribal nation uses the date of the reassessment as the start date on the person’s service agreement on DHS-6893L. The county/tribal nation can request that DHS change the start date in some circumstances by following instructions on CFSS Manual – PCA/CFSS service agreement (SA) technical changes and corrections. MCOs follow their own procedures.
  • Next steps

    After receiving a temporary authorization, all parties must follow the standard process on this page to complete and approve a new version of CFSS Individual Service Delivery Plan, DHS-6893P.

    Once approved, the lead agency must:

  • · Complete Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W using the start and end date on the person’s service agreement.
  • · Adjust the service agreement to match the amounts on DHS-6893W, if needed.
  • For instructions to update the service agreement, counties/tribal nations can reference DSD MMIS Reference Guide – Update type B service agreement. MCOs follow their own processes and procedures.

    Note: A temporary CFSS service authorization does not replace the requirements to complete a new DHS-6893P and DHS-6893W.

    Example

    A person is currently using the CFSS budget model with a $50,000 budget. Their current authorization has the following CFSS services:

  • · Six units of consultation services.
  • · Worker training and development using the current state-set rate.
  • · $40,000 of personal care.
  • · $9,000 of goods and services.
  • · $1,000 of FMS fee.
  • The person’s assessment determined they are eligible for a $60,000 budget for next year. The lead agency authorizes:

  • · Six units of consultation services.
  • · Worker training and development using the current state-set rate.
  • · $50,000 of personal care.
  • · $9,000 of goods and services.
  • · $1,000 of FMS fee.
  • Once the person submits a new CFSS Individual Service Delivery Plan, DHS-6893P, the lead agency reviews and either approves or denies it.

    CFSS provider agency’s responsibilities

    If the person uses the CFSS agency model, the lead agency sends the approved CFSS service delivery plan to the CFSS provider agency. The provider agency is responsible to:

  • · Review the CFSS service delivery plan.
  • · Add additional details as needed, including finalizing the worker training and development plan and the individual abuse prevention plan.
  • FMS provider’s responsibilities

    If the person uses the CFSS budget model or plans to purchase goods and services through the CFSS agency model, the lead agency sends the approved CFSS service delivery plan to the FMS provider. The FMS provider is responsible to:

  • · Review the CFSS service delivery plan.
  • · Only bill for services and goods in the approved plan.
  • Additional resources

    CBSM – Notice of action
    CFSS Individual Service Delivery Plan, DHS-6893P
    CFSS Manual – PCA/CFSS covered services
    CFSS Manual – PCA/CFSS service delivery plan
    CFSS Manual – PCA/CFSS service delivery plan changes
    CFSS Manual – Transition from PCA and CSG to CFSS
    DSD MMIS Reference Guide – Update type B service agreement
    PCA Manual – QP requirements overview
    Temporary CFSS Individual Service Delivery Plan Approval, 6893L (PDF)

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