LIFEPlan CCO NY
1-855-572-2669
ACA/NY
1-833-692-2269
Person Centered Services
1-855-208-3533
©, TriaDD. LLC 2024 |02.24
10 STEPS TO SELF-DIRECTION
Let your Care Manager
know you are interested
in Self-Direction
Care Manager submits
a Service Amendment
Request Tool (SART)
Service Amendment
Request Tool (SART)
approved by OPWDD
You and your family
attend an OPWDD Self-
Direction Orientation
OPWDD approves
the Self-Directed
budget
Broker sends budget
to OPWDD for
approval
You select a
Self-Direction Broker
and Fiscal Intermediary
Steps leading to Self-Directed Services.
Check with your Care Manager, as
regional differences may apply.
OPWDD
YOU AND FAMILY
CARE MANAGER
SUPPORT BROKER
Circle of Support
meets to launch
budget, services begin
1 2
3 4 5
6 7 8
9
ROLE
You, your family and
your broker map
out a budget
You complete a Broker
Agreement and a Start-
Up Budget Template
10
For further information, please contact your Care Manager.
1-855-572-2669
ACA/NY
1-833-692-2269
Person Centered Services
1-855-208-3533
©, TriaDD. LLC 2024 |02.24
10 STEPS TO SELF-DIRECTION
Let your Care Manager
know you are interested
in Self-Direction
Care Manager submits
a Service Amendment
Request Tool (SART)
Service Amendment
Request Tool (SART)
approved by OPWDD
You and your family
attend an OPWDD Self-
Direction Orientation
OPWDD approves
the Self-Directed
budget
Broker sends budget
to OPWDD for
approval
You select a
Self-Direction Broker
and Fiscal Intermediary
Steps leading to Self-Directed Services.
Check with your Care Manager, as
regional differences may apply.
OPWDD
YOU AND FAMILY
CARE MANAGER
SUPPORT BROKER
Circle of Support
meets to launch
budget, services begin
1 2
3 4 5
6 7 8
9
ROLE
You, your family and
your broker map
out a budget
You complete a Broker
Agreement and a Start-
Up Budget Template
10
For further information, please contact your Care Manager.