Resource: CFSS mid-year changes for counties and tribal nations
Page updated: 9/11/25
This page is a resource for counties, tribal nations and CFSS providers when people using CFSS experience changes in the middle of their service year. It applies to CFSS services only.
This page includes information about:
For information about people using CFSS through their managed care organization (MCO), refer to CFSS Manual – Resource: CFSS mid-year changes for people age 65 or older who are enrolled in an MCO.
Changes for people not on a waiver/AC (type B CFSS)
The county/tribal nation can make changes to a type B CFSS service agreement (SA) with a T1023 line on the ASA3 screen using PCA1 security group for up to 183 days after the date in the AGMT START DT field on the ASA1 screen in MMIS.
Change | Does consultation services provider revise CFSS service delivery plan? | Does county/tribal nation need to approve? | Does county/tribal nation complete DHS-6893W? | County/tribal nation action to revise MMIS SA | Provider action | Resources |
Moving units/dollars between personal care, goods/services, personal emergency response systems (PERS) and financial management services (FMS) fee | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | County/tribal nation must revise the SA If unable to revise the SA, they must submit CFSS Request Form, DHS-6893I | Provider agency discusses with the person how they will use their updated number of units (agency model only) | |
Changing the cost of a specific good/service, PERS or FMS fee | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | County/tribal nation must revise the SA If unable to revise the SA, they must submit CFSS Request Form, DHS-6893I | N/A | |
Changing a specific good/service | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Only complete Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W if the total authorized amount changes | County/tribal nation must revise the SA if the total amount authorized for any service type changes If unable to revise the SA, they must submit CFSS Request Form, DHS-6893I | N/A | |
Changing a specific worker training and development class | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Only complete Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W if the total authorized amount changes | County/tribal nation must revise the SA if the total amount authorized for any service type changes If unable to revise the SA, they must direct the provider to submit CFSS Technical Change Request, DHS-6893K to DHS | CFSS provider agency or FMS provider must submit CFSS Technical Change Request, DHS-6893K to DHS if directed by the county/tribal nation | |
Adding more consultation services sessions | No | No | No | N/A | Consultation services provider must submit CFSS Technical Change Request, DHS-6893K | |
Adding more worker training and development | No | No | No | N/A | CFSS provider agency or FMS provider agency must submit CFSS Technical Change Request, DHS-6893K. | |
Adding failed background study (budget model only) | No | No | No | N/A | The FMS provider must submit CFSS Technical Change Request, DHS-6893K | |
Changing models | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | County/tribal nation must revise the SA If unable to revise the SA, they must submit CFSS Request Form, DHS-6893I | CFSS provider agency and FMS provider must participate in a coordinated transfer of care | CFSS Manual – PCA/CFSS process to change service options/models |
Changing or adding an FMS provider | Yes, consultation services provider must revise the service delivery plan | No | Complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W if the county/tribal nation knows the amounts | County/tribal nation must revise the SA and instruct the consultation services provider to update the CFSS service delivery plan If unable to revise the SA, they must submit CFSS Request Form, DHS-6893I and direct the previous FMS provider to submit CFSS Technical Change Request, DHS-6893K | Both FMS providers must participate in a coordinated transfer of care Previous FMS provider must submit CFSS Technical Change Request, DHS-6893K | |
Changing or adding a CFSS provider agency (agency model) | Consultation services provider updates the provider information only | No | No | County/tribal nation must revise the SA and instruct the consultation services provider to update the CFSS service delivery plan If unable to revise the SA, they must direct the new CFSS provider agency to submit CFSS Technical Change Request, DHS-6893K | New CFSS provider agency must submit CFSS Technical Change Request, DHS-6893K if directed by the county/tribal nation New CFSS provider agency must attest that the person or their participant’s representative agreed to the change | |
Changing or adding a consultation services provider | Consultation services provider updates the provider information only | No | No | County/tribal nation must revise the SA and instruct the consultation services provider to update the CFSS service delivery plan If unable to revise the SA, they must direct the new consultation services provider to submit CFSS Technical Change Request, DHS-6893K | New consultation services provider must submit CFSS Technical Change Request, DHS-6893K if directed by the county/tribal nation New consultation services provider must attest that the person or their participant’s representative agreed to the change | |
Changing a PERS provider | Consultation services provider updates the provider information only | No | No | County/tribal nation must revise the SA and instruct the consultation services provider to update the CFSS service delivery plan If unable to revise the SA, they must direct the new PERS provider to submit CFSS Technical Change Request, DHS-6893K | New PERS provider must submit CFSS Technical Change Request, DHS-6893K if directed by the county/tribal nation New PERS provider also must attest that the person or their participant’s representative agreed to the change | |
Changing participant’s representative | Consultation services provider updates the participant’s representative information only | No | No | County/tribal nation must revise the SA and instruct the consultation services provider to update the CFSS service delivery plan If unable to revise the SA, they must direct the CFSS provider agency or FMS provider to submit CFSS Technical Change Request, DHS-6893K | CFSS provider agency or FMS provider must complete a new PCA Program Responsible Party Form/CFSS Participant Representative Agreement, DHS-6893F and submit CFSS Technical Change Request, DHS-6893K if directed by the county/tribal nation | CFSS Manual – PCA/CFSS service agreement technical changes and corrections |
Changing county of financial responsibility (CFR) (i.e., move) | N/A | N/A | N/A | N/A | N/A | N/A |
Changing county of residence (COR) (i.e., move) | Consultation services provider updates COR only | No | No | N/A | N/A | N/A |
Changes for people on a waiver/AC
Note: If a person is using CFSS on a waiver/AC, the case manager must confirm any changes to their services are within their consumer directed consumer supports (CDCS) and/or AC/EW budget, if applicable. For more information, refer to CFSS Manual – PCA/CFSS services on a waiver/AC.
Type of change | Does consultation services provider revise CFSS service delivery plan? | Does county/tribal nation need to approve? | Does county/tribal nation complete DHS-6893W? | Case manager action | Provider action | Resources |
Moving units/dollars between personal care, goods/services, PERS and FMS fee | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | Case manager must revise the support plan and revise the SA | Provider agency discusses with the person how they will use their remaining units (agency model only) | |
Changing the cost of a specific good/service, PERS service or FMS fee | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | Case manager must revise the support plan and revise the SA | N/A | |
Changing a specific good/service | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Only complete Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W if the total authorized amount changes | Case manager must revise the support plan and revise the SA if the total amount authorized for any service type changes | N/A | |
Changing a specific worker training and development class | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Only complete Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W if the total authorized amount changes | Case manager must revise the support plan and revise the SA | N/A | |
Adding more consultation services sessions | No | No | No | Case manager must revise the support plan and revise the SA | Consultation services provider must request more sessions from the county/tribal nation | |
Adding more worker training and development | No | Yes, county/tribal nation must approve | No | Case manager must revise the support plan and revise the SA | CFSS provider agency or FMS provider must request more sessions from the county/tribal nation | |
Adding failed background study (budget model only) | Yes, consultation services provider must revise the service delivery plan (with the FMS provider) | No | No | Case manager must revise the support plan and revise the SA | FMS provider must communicate the number of failed background studies with the county/tribal nation | Resource coming soon |
Changing models | Yes, consultation services provider must revise the service delivery plan | Yes, county/tribal nation must approve | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | Case manager must revise the support plan and revise the SA | Both providers must participate in a coordinated transfer of care | Resource coming soon |
Changing or adding an FMS provider | Yes, consultation services provider must revise the service delivery plan (with the FMS provider) | No | Yes, complete a new Lead Agency Addendum to CFSS Individual Service Delivery Plan, DHS-6893W | Case manager must revise the support plan, revise the SA and direct the consultation services provider to update the service delivery plan | Both FMS providers must communicate with the case manager and participate in a coordinated transfer of care | |
Changing CFSS provider agency | Consultation services provider updates the provider information only | No, but the county/tribal nation must review for conflict of interest | No | Case manager must revise the support plan, revise the SA and direct the consultation services provider to update the service delivery plan | Both CFSS provider agencies must communicate with the case manager and participate in a coordinated transfer of care | |
Changing consultation services provider | Consultation services provider updates the provider information only (with the case manager) | No, but the county/tribal nation must review for conflict of interest | No | Case manager must revise the support plan, revise the SA and direct the new consultation services provider to update the service delivery plan | Both consultation services providers must communicate with the case manager and participate in a coordinated transfer of care | |
Changing PERS provider | Consultation services provider updates the provider information only | No, but the county/tribal nation must review for informed choice | No | Case manager must revise the support plan, revise the SA and direct the consultation services provider to update the service delivery plan | Both providers must communicate with the case manager and participate in a coordinated transfer of care | |
Changing participant’s representative | Consultation services provider updates the participant’s representative information only | No | No | Case manager must revise the support plan and revise the SA | CFSS provider agency or FMS provider must complete a new PCA Program Responsible Party Form/CFSS Participant Representative Agreement, DHS-6893F | CFSS Manual – PCA/CFSS service agreement technical changes and corrections |
Changing CFR/COR (i.e., move) | No | Yes, county/tribal nation must approve | No | AC and EWPrevious county/tribal nation coordinates SA line closure with the new county/tribal nation’s entry of the new SA line(s) Disability waiversPrevious CFR closes the SA header on the last day the person receives services authorized by that CFR New CFR begins the new SA effective the first day the new CFR authorizes the person to receive services | N/A | Service requirements section of CBSM – Waiver, AC and ECS case management |
Resources
CFSS Manual – Changing PCA/CFSS providers
CFSS Manual – Consultation services overview
CFSS Manual – PCA/CFSS process to change service options/models
CFSS Manual – PCA/CFSS service delivery plan changes
CFSS Manual – PCA/CFSS technical changes and corrections
CFSS Manual – Resource: CFSS mid-year changes for people age 65 or older who are enrolled in an MCO
CFSS Manual – Worker training and supervision
CBSM – Waiver, AC and ECS case management
CFSS Request Form, DHS-6893I (for counties/tribal nations to submit requests to DHS)
CFSS Technical Change Request, DHS-6893K (for providers to submit requests to DHS)
Report this page