Consumer Directed Personal Assistance Services (CDPAS)

Statewide Fiscal Intermediary Transition

• To ensure a smooth transition to the Statewide Fiscal Intermediary, the following policies must be followed:
• Notice to FIs on Notice of Closure (PDF) - 1.29.2025
• CDPAP Statewide Fiscal Intermediary Transition Policy for Current Fiscal Intermediaries (PDF) - 12.6.2024
• MLTC Policy 24.04 (PDF) - 12.6.2024
• CDPAP Statewide Fiscal Intermediary Transition Policy for Medicaid Managed Care Plans (PDF) - 12.6.2024
• Administrative Directive 24 OHIP/ADM-01 (PDF) - 12.6.2024
• Consumer Directed Personal Assistance Program Statewide Fiscal Intermediary On-Going Policy for Medicaid Managed Care Plans (PDF) - 2.26.2025
  • Attachment 1 (PDF)
• Administrative Directive 25 OHIP/ADM-01 - 2.25.2025 (PDF)
  • Attachment 1 (PDF)
  • Attachment 2 (PDF)
• Per these policies, the following notification templates should be used:
• FI Transition to Facilitator Template:
  • FI to Consumer (PDF)
  • FI Transition to Facilitator Template - FI to PA (PDF)
  • FI Transition to Facilitator Template - FI to LDSS or Managed Care Plan (PDF)
• FI Discontinue Service Template:
  • FI to Consumer: Option 1 - Option 2 (PDF)
  • FI to PA: Option 1 - Option 2 (PDF)
  • FI to LDSS or Managed Care Plan (PDF)
• Per these policies, the following template should be used by Current Fiscal Intermediaries:
  • CDPAP Fiscal Intermediary Data Transfer Template (XLSX)

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• To ensure a smooth transition of consumers to a different Fiscal Intermediary (FI) in the event that an FI no longer provides services or leaves the service area, the following templates must be used:
  • FI Cease Operations:
    • MCO/LDSS to Consumer
    • MCO/LDSS to Consumer 2^nd Notice
    • FI to Consumer
    • FI to PAs
    • FI to MCO/LDSS
  • CDPAP Consumer Service Authorization Transfer Consent Form
  • CDPAP Medical Record Authorization Transfer Consent Form
• Clarification to the New Law in Relation to the Consumer Directed Personal Assistance Program (CDPAP)
• CDPAP Member/DR/MCO Agreement - 12.10.2021
• Policy for the Transition of Consumer Directed Personal Assistance Services into Managed Care
• Administrative Agreement for the Provision of Fiscal Intermediary Services for the Consumer Directed Personal Assistance Program
• Regulations: 18 NYCRR 505.28
• Scope and Procedures-11ADM-06
• GIS 20 MA/07 Non-Emergency Transportation
• Questions and Answers 2006
  • Part 1
  • Part 2
• GIS 08OLTC-005 Clarification CDPAP Questions and Answers
• MLTC Policy 20.03: Non-Emergency Transportation
• MLTC Policy 20.01: Transition policies for fiscal intermediaries (FIs) and consumers under the Consumer Directed Personal Assistance Program (CDPAP)
  – REMOVED AND REPLACED WITH MLTC POLICY 21.01.