Minnesota Minnesota

CFSS Policy Manual

CFSS Policy Manual


Transition from PCA and CSG to CFSS

Page updated: 9/26/24

In October 2024, DHS will transition from personal care assistance (PCA) and the Consumer Support Grant (CSG) to Community First Services and Supports (CFSS).

This page provides information about the following topics:

  • · Why is DHS making this change?
  • · What will not change for people using PCA?
  • · What will change for people using PCA?
  • · What will not change for people using CSG?
  • · What will change for people using CSG?
  • · Transition plan: Phase I (current phase)
  • · Transition plan: Phase II
  • · Transition plan: Phase III
  • Why is DHS making this change?

    The Affordable Care Act allowed DHS to implement changes that will give people more choice and control of how they use services.

    What will not change for people using PCA?

    Many things will stay the same for people using PCA, including, but not limited to:

  • · Eligibility, as described on CFSS Manual – Eligibility for PCA/CFSS services and CFSS eligibility training.
  • · Assessment process.
  • · Covered services for activities of daily living (ADLs), instrumental activities of daily living (IADLs) (including driving), health-related procedures and tasks, observation and redirection of behaviors, as described on CFSS Manual – PCA/CFSS covered services.
  • · Provider agencies support people in the CFSS agency model.
  • · The person directs their care, or a representative directs care on the person’s behalf.
    Note: In PCA, this representative is called the “responsible party (RP).” In CFSS, this representative is called the “participant’s representative.”
  • For more information, refer to CFSS roles and responsibilities training.

    What will change for people using PCA?

    The following sections provide brief descriptions of what will change for people using PCA. For additional information, refer to CFSS overview training.

    Consultation services providers

    CFSS consultation services providers will help a person succeed by ensuring they:

  • · Understand how CFSS works.
  • · Can make informed decisions.
  • · Write a service delivery plan that meets the person’s needs and follows program rules.
  • For more information, refer to CFSS Manual – CFSS consultation services overview, Consultation services provider training and CFSS roles and responsibilities training.

    PCA does not include consultation services providers.

    Budget model

    The CFSS budget model gives a person more control over employment-related activities. Financial management services (FMS) providers will support people using the budget model. For more information, refer to CFSS Manual – PCA service options and CFSS service models, Agency and budget models training, CFSS math training and CFSS roles and responsibilities training.

    PCA does not have a budget model.

    Family members serving as workers

    In CFSS, a person’s spouse or parent of a minor will be able to provide CFSS services to that person. DHS recognizes the value of allowing people to receive supports from family members. For more information, refer to CFSS Manual – Paying a spouse or parent of a minor for PCA/CFSS services and New potential workers training.

    In PCA, a person’s spouse or parent of a minor previously was not able to provide PCA services. However, starting on Oct. 1, 2024, they will be able to provide services. For more information, refer to the July 30, 2024, eList announcement.

    People using CFSS serving as workers

    A person using CFSS will be able to provide CFSS services to other people. There are many benefits when people who receive services are also able to provide services. People who receive services have a right to competitive employment opportunities. Expanding the pool of potential workers benefits everyone who uses these services.

    People often ask DHS how it is possible for people who receive services to also provide services. People who use CFSS have a wide variety of skills and needs. For example, a person might need support eating because of a swallowing disorder, and they are able to provide services to another person who needs support with transfers. For more information, refer to New potential workers training.

    In PCA, a person using PCA cannot serve as a PCA worker for another person.

    Purchase of goods and services

    In CFSS, a person will be able to purchase allowable goods and services to replace the need for human assistance and/or give the person more independence and control. Examples of goods and services include:

  • · Grabbing tool to help a person get dressed.
  • · Laundry service.
  • For a person on the CFSS agency model, a CFSS provider agency will employ their workers, and an FMS provider will support them with purchasing goods and services.

    For a person on the CFSS budget model, an FMS provider will support them with purchasing goods and services.

    For more information, refer to CFSS Manual – Goods and services through CFSS, Goods, services and personal emergency response systems (PERS) training and CFSS math training.

    In PCA, a person is not able to purchase goods and services.

    Purchase of PERS

    In CFSS, a person will be able to purchase PERS to help them remain safe while alone in their own home. For more information, refer to CFSS Manual – CFSS PERS and Goods, services and PERS training.

    In PCA, a person is not able to purchase PERS.

    Worker training and development

    In CFSS, agencies and people who employ CFSS workers will have a separate, dedicated budget for training about the specific needs of the person the worker supports. This will give agencies and people who employ workers more flexibility in training workers, and it will allow workers to best serve people’s specific needs. When CFSS launches, the worker training and development budget will be $1,272.96 per year. The rate may change in the future in response to legislation. For more information, refer to CFSS Manual – CFSS worker training and supervision and Worker training and development training.

    In PCA, the qualified professional (QP) is responsible to train and supervise PCA workers. The worker training and development budget replaces QP units.

    Note: The CFSS agency’s supervising professional will still be responsible to train the worker, ensure they are competent and supervise them. However, the qualifications are more flexible, and multiple supervising professionals can work with a person’s workers, if appropriate.

    For more information, refer to CFSS roles and responsibilities training.

    Eligibility for rating LT

    In CFSS, a person who continues to meet the eligibility for the current rating LT will now have the rating P, Q or R and be eligible for at least five units per day. The rating LT will no longer exist in CFSS.

    In PCA, a person with the rating LT receives two units per day.

    For more information, refer to CFSS Manual – PCA/CFSS unit determination and CFSS eligibility training.

    Flexibility of dollars/units

    In CFSS, a person will have increased flexibility for distributing units/dollars throughout the year. They can choose to distribute units/dollars through their service plan year, unless they are on the Minnesota Restricted Recipient Program (MRRP). For more information, refer to CFSS Manual – Flexible use of PCA/CFSS services.

    In PCA, a person has some flexibility for distributing units/dollars, but not as much flexibility as they will have in CFSS. In PCA, a person not on the MRRP can only use up to 75% of their units in each half of the service plan year.

    What will not change for people using CSG?

    Many things will stay the same for people using CSG, including, but not limited to:

  • · Eligibility (if the person is using CSG as an alternative to PCA).
    Note: If the person is using CSG as an alternative to home care nursing, the lead agency must offer the person a MnCHOICES assessment and work with the person on how to meet their needs based on the assessment results.
  • · Assessment process.
  • · The person can have a budget, be the employer of their workers and work with an FMS provider if they choose to use the CFSS budget model.
  • · The person’s spouse or parent (if they are a minor) can serve as their support worker.
  • · The person can purchase allowable goods and services.
    Note: There are more restrictions in CFSS for covered goods and services.
  • For more information, refer to CBSM – CSG transition to CFSS.

    What will change for people using CSG?

    The following sections provide brief descriptions of what will change for people using CSG. For additional information, refer to CBSM – CSG transition to CFSS, CFSS transition from CSG training and CFSS overview training.

    Service models

    In CFSS, there will be two service models: the budget model and the agency model. A person using CSG may wish to select the budget model to continue being the employer of their workers.

    Both CFSS models will include more options than were available in PCA, including paying spouses and parents of minors to provide services and purchasing goods and services.

    Consultation services providers

    CFSS consultation services providers will help a person succeed by ensuring they:

  • · Understand how CFSS works.
  • · Can make decisions.
  • · Write a service delivery plan that meets the person’s needs and follows program rules.
  • CSG does not include consultation services providers. In CSG, the lead agency performs the functions of the consultation services provider, if needed.

    Budget

    If a person using CSG selects the budget model, their budget will be approximately twice as large as it was before, unless:

  • · Their eligibility changes.
  • · They are using CSG to meet their home care nursing needs.
  • If a person using CSG selects the agency model, they will get service units and work with a provider agency instead of having a budget.

    Purchase of goods and services

    A person using CSG is already able to purchase goods and services.

    The federal government is helping fund CFSS services, so DHS must align its laws and policies with both state and federal guidelines. Because of federal guidelines, a person may see some changes to the goods and services that are covered. Their consultation services provider will help them identify any differences that might affect them.

    Purchase of PERS

    In CFSS, a person will be able to purchase PERS to help them remain safe while alone in their own home.

    Worker training and development

    In CFSS, agencies and people who employ CFSS workers will have a separate, dedicated budget for training about the specific needs of the person the worker supports. This will give agencies and people who employ workers more flexibility in training workers, and it will allow workers to best serve people’s specific needs. When CFSS launches, the worker training and development budget will be $1,272.96 per year. The rate may change in the future in response to legislation.

    In the CFSS agency model, the provider agency will be responsible to train the workers. In the CFSS budget model, the person will be responsible to train the workers.

    In CSG, the person is responsible to train the workers.

    Transition plan: Phase I (current phase)

    What has DHS already done?

    DHS has completed the following tasks:

  • · Posted training for workers (April 2020).
  • · Posted training for current provider agencies (July 2021).
  • · Contracted with consultation services providers (January 2022).
  • · Posted online training for consultation services providers (January 2022 and March 2022).
  • · Began providing training webinars for consultation services providers (February 2022).
  • · Submitted an application to the federal government for approval (March 2022).
  • · Posted training for lead agencies (June 2022).
  • · Met with managed care organizations (MCOs) about their computer system updates (October 2022).
  • · Posted a list of CFSS service agreement and claims codes (October 2022).
  • · Resubmitted an application to the federal government for approval (November 2023).
  • · Received final approval of the state plan amendment from the federal government (February 2024).
  • · Obtain approval for waiver amendments including extended CFSS (June 2024).
  • · Posted Training for new CFSS provider agencies (July 2024).
  • · Posted training for FMS providers in TrainLink (July 2024.)
  • · Posted most new forms and documents and added them to CFSS Manual – Forms and documents (July through September 2024).
  • · Posted CFSS service agreement calculator tools (July 2024).
  • · Posted the CFSS Policy Manual (August 2024).
  • · Posted the Self-paced online course: CFSS MMIS Updates Training (September 2024).
  • · Began holding office hours with lead agencies and consultation services providers (September 2024).
  • What does DHS need to do?

    DHS is working to complete the following tasks:

  • · Continue training consultation services providers (began February 2022).
  • · Enroll all consultation services providers.
  • · Share information about CFSS with people using PCA and CSG and notify them about the upcoming changes.
  • · Post additional new forms and documents.
    Note: DHS will update existing PCA forms that require minor changes on a rolling basis throughout the next year.
  • · Enroll all provider agencies as CFSS providers.
  • · Continue to meet with MCOs.
  • · Update the DSD MMIS Reference Guide to include CFSS information.
  • · Continue to meet with the CFSS Implementation Council.
  • What do people receiving services (PCA or CSG) or their representative need to do?

    People receiving services do not need to do anything at this time. After DHS rolls out CFSS, lead agencies will give people information at their reassessment, and consultation services providers will educate people about CFSS.

    People receiving services can review General training on CFSS now, if they desire.

    What do lead agencies need to do?

    Lead agency assessors, case managers and care coordinators must complete “Community First Services and Supports (CFSS) for lead agencies," an online training in TrainLink (course code CFSS_LA).

    Lead agencies also must review the CFSS Policy Manual. Lead agency staff involved in MMIS entry must review the CFSS MMIS Manual and complete the CFSS MMIS online training when DHS posts the content.

    If DHS posts other trainings for lead agencies, lead agencies must complete those trainings as well.

    What do current PCA provider agencies need to do?

    Current PCA provider agency owners must:

  • · Complete the online CFSS transition training and test for PCA agency owners/managers/QPs to continue providing services in CFSS.
  • · Submit required paperwork from the CFSS transition training and test to DHS, as described in the email they receive upon successful completion of the test.
  • · Update their policies, procedures and documents for CFSS.
  • · Ensure DHS has a PCA/CFSS support workers training certificate for all PCA workers on file before they begin providing CFSS services. PCA workers who completed the test after April 15, 2020, have already met the requirement. For more information, refer to MHCP Provider Manual – Individual PCA or DSW enrollment criteria and forms.
  • DHS may require provider agencies to complete other tasks before CFSS rollout. DHS will send providers more information when available.

    What do current QPs and designated billing people need to do?

    Current QPs who will continue to provide training and supervision in CFSS can complete the CFSS transition training for PCA agency owners/managers/QPs to continue providing services in CFSS.

    When DHS makes training available, the agency’s designated billing person needs to complete the PCA/CFSS agency resource and MN–ITS training. DHS will notify agencies when the training is available.

    What do current FMS providers need to do?

    When DHS makes training available, current FMS providers must:

  • · Complete FMS CFSS training available in TrainLink under course code CFSS_FMS
  • · Complete a CFSS-specific PCA/CFSS agency resource and MN–ITS training when available.
  • · Update their policies, procedures and documents for CFSS.
  • DHS will notify FMS providers when training is available.

    What do current PCA workers need to do?

    Current PCA workers do not need to do anything at this time, but DHS encourages them to complete the Personal Care Assistance (PCA) and Community First Services and Supports (CFSS) Training and Test now.

    Workers who took the test after April 15, 2020, and have a certificate titled “PCA and CFSS Support Worker Training” have already met this training requirement.

    Workers who took the test before April 15, 2020, and have a certificate titled “Personal Care Assistant Training” will need to complete the new training at a date yet to be determined.

    What do current CSG workers need to do?

    Current CSG workers need to complete the Personal Care Assistance (PCA) and Community First Services and Supports (CFSS) Training and Test and enroll as CFSS workers. The person’s provider agency or FMS provider will assist the worker with enrollment.

    What do consultation services providers need to do?

    DHS contracted with 22 consultation services providers, as announced in the March 31, 2022, eList announcement. Those providers must:

  • · Complete all training required by DHS.
  • · Enroll with DHS as consultation services providers.
  • · Develop policies, procedures and documents.
  • Transition plan: Phase II (15 months, starting Oct. 1, 2024)

    DHS will start phase II on Oct. 1, 2024. During the transition year, people will transition to CFSS at the time of their assessment. For more information, refer to CFSS transition process training.

    What will DHS do?

    In phase II, DHS will:

  • · Update MMIS with CFSS codes before rollout.
  • · Instruct MCOs to update their authorization systems.
  • · Send communication to all interested parties.
  • · Update MMIS to allow the entry of CFSS service agreements.
  • · Update all forms not already updated and add them to CFSS Manual – Forms and documents.
  • · Continue to have all training materials available.
  • · Provide ongoing support to those who need it.
  • · Develop further training and communications based on feedback from those who find existing content confusing or difficult.
  • · Continue to meet with the CFSS Implementation Council.
  • · Find and fix issues in MMIS.
  • · Update the DSD MMIS Reference Guide to include CFSS information.
  • · Continue to hold regular office hours with lead agencies and consultation services providers.
  • · Provide regular updates to all audiences.
  • · Post trainings consultation services providers can use when working with people who receive services.
  • What do people receiving services (PCA or CSG) or their representative need to do?

    In phase II, after their next assessment, people receiving services will:

  • · Select a consultation services provider.
  • · Select a model.
  • · Select a provider agency and/or FMS provider.
  • · Write their service delivery plan and submit it for approval.
  • · Oversee their services (budget model) or work with their provider agency to oversee their services (agency model).
  • What will lead agencies need to do?

    In phase II, lead agencies will:

    1. Continue completing assessments as usual.

    2. Offer MnCHOICES assessments to people using CSG as an alternative to home care nursing.

    3. Provide all of the following information to people at assessment:

  • · DHS – List of consultation services providers
  • · CFSS Rights and Responsibilities, DHS-6893R (PDF)
  • · CFSS Information Sheet – English, DHS-8477A-ENG (PDF) or translated version:
    Hmong, DHS-877A-HMN (PDF)
    Karen, DHS-877A-KAR (PDF)
    Somali, DHS-877A-SOM (PDF)
    Spanish, DHS-877A-SPA (PDF)
  • Note: Lead agencies can print documents for people who cannot access content electronically.

    4. Add a line to the service agreement for consultation services once people select a consultation services provider.

    5. Add lines to the service agreement to avoid a gap in services:

  • · PCA: Three months of personal care services (T1019) and three months of worker training/supervision (T1019 UA).
  • · CSG: Three months of CSG (T2025) authorized to the person’s FMS provider and three months of the county/tribal nation admin fee (T2025) authorized to the county/tribal nation.
  • 6. Begin approving people’s CFSS service delivery plans.
    Note: Consultation services providers will review the service delivery plans for compliance with CFSS program rules.

    7. Take the appropriate action to authorize CFSS services the person selects:

  • · Person not on waiver/Alternative Care (AC) (i.e., state plan services only): End the current service agreement and enter a new service agreement that starts on the day after the end of the three-month service agreement and ends on the last day of the person’s service plan year. For most people, this new service agreement lasts for nine months.
  • · Person on a waiver/AC and not enrolled in an MCO: Enter new lines on the existing service agreement for the person’s approved CFSS services. The new lines start on the day after the end of the three-month lines and end on the last day of the person’s service plan year. For most people, these new lines last for nine months.
  • · People age 65 and older who receive PCA/CFSS through their MCO: Follow the MCO’s process for authorization.
  • DHS and lead agencies will work together to avoid gaps in services.

    Examples of authorization to avoid gap in services

    State plan

    The person’s three-month PCA or CSG authorization is for Jan. 1, 2025, through March 30, 2025. After approving the person’s CFSS service delivery plan, the county/tribal nation enters a new service agreement for April 1, 2025, through Dec. 31, 2025, with:

  • · A nine-month consultation services line with six sessions.
  • · A nine-month worker training and development line for the full amount allowed (if applicable).
  • · Nine-month lines for the person’s other CFSS services.
  • Waiver/AC

    The person’s three-month PCA or CSG authorization is for Jan. 1, 2025, through March 30, 2025. After approving the person’s CFSS service delivery plan, the county/tribal nation updates the existing service agreement with lines for April 1, 2025, through Dec. 31, 2025, with:

  • · A nine-month consultation services line with six sessions.
  • · A nine-month worker training and development line for the full amount allowed (if applicable).
  • · Nine-month lines for the person’s other CFSS services.
  • What do current PCA provider agencies need to do?

    In phase II, current PCA provider agencies will continue providing PCA services as long as people are receiving PCA through the agency. As people transition to CFSS, the provider agency must:

  • · Ensure all of a person’s workers have a PCA/CFSS training certificate on file with DHS before that person begins using CFSS. PCA workers who complete the test after April 5, 2020, have already met the requirement. For more information, refer to MHCP Provider Manual – Individual PCA or DSW enrollment criteria and forms.
  • · Participate in a coordinated transfer of services for any person who chooses the CFSS budget model.
  • · Comply with requirements for paying out paid time off (PTO), if applicable (for more information, refer to DHS – PCA Choice and FMS provider information).
  • · Start offering CFSS services.
  • What do FMS providers need to do?

    In phase II, FMS providers will start offering CFSS FMS services.

    What do consultation services providers need to do?

    In phase II, consultation services providers will:

  • · Start offering consultation services.
  • · Help people write service delivery plans for nine months of services.
  • · Submit service delivery plans to lead agencies through MnCHOICES.
  • · Attend DHS’ office hours.
  • What do current workers need to do?

    In phase II, PCA workers will:

  • · Take the Personal Care Assistance (PCA) and Community First Services and Supports (CFSS) Training and Test before providing CFSS services.
    Note: Workers who completed the training and test after April 15, 2020, have already completed this requirement.
  • · Receive training from the employer about any changes in the person’s plan and/or needs.
  • Transition plan: Phase III

    In phase III, DHS will discontinue PCA and CSG services after all people have transitioned to CFSS. To do this, DHS will:

  • · Update statute and waiver plans.
  • · Update MMIS.
  • · Send reminders to providers.
  • · Sunset PCA/CSG legislative language.
  • · Remove any transitional trainings.
  • · Continue supporting providers and lead agencies.
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