Home > Self-Direction > Broker Resources
Staff
Matt McDonald
Assistant Director of Brokerage Supports and Services
mmcdonald@aimservicesinc.org
518-339-1455
Anthony Calhoun
Self-Direction Broker Supervisor
acalhoun@aimservicesinc.org
518-760-1735
Cassandra Keech
Self-Direction Broker Support Coordinators
ckeech@aimservicesinc.org
518-714-9031
Michelle Hildenbrandt
Self-Direction Broker Support Coordinators
mhildenbrandt@aimservicesinc.org
518-714-9048
Virtual Classes
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September 16, 2026 12:00 am
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Broker Introduction to AIM
November 17, 2026 12:00 am
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Resources
- Transportation Key Takeaways
This resource outlines transportation reimbursements at AIM Services as outlined in the What Is: Series
- Respite Key Takeaways
This resource outlines respite at AIM Services as outlined in the What Is: Series
- OTPS Key Takeaways
This resource outlines Other Than Personal Services at AIM Services as outlined in the What Is: Series
- IDGS Key Takeaways
This resource outlines IDGS at AIM Services as outlined in the What Is: Series
- Community Habilitation Key Takeaways
This resource outlines community habilitation at AIM Services as outlined in the What Is: Series
- The AIM Reimbursement Process Key Takeaways
This resource outlines AIM Services reimbursement process as outlined in the What Is: Series
- Independent Intellectual and Developmental Disabilities Ombudsman Program (IDDO) Information
If you have concerns about your services, need support trying to get services or need help understanding your rights, you can contact the Independent Ombuds Program (IDDO). This advocacy program is independent from OPWDD and run by the Community Service Society of New York (CSSNY).
- OPWDD CNBA
This OPWDD form is used to reflect an amendment to a Self-Direction Budget.
- AIM Self-Direction Start-Up Process
This resource helps outline the start-up intake and approval process in AIM Self-Direction.
- OPWDD Housing Subsidy
Information on OPWDD Housing Subsidy.
- OPWDD Telehealth Evaluation Form
This form assists with telehealth supports planning.
- OPWDD Termination Form
This form is completed when you would like to not utilize a service provider any longer.
- OPWDD Start up/Support Broker Agreement
This form is required to be completed to indicate you are working with a new broker.
- OPWDD Housing Quality Assurance Checklist
This form is required for initial and annual housing recertification.
- OPWDD Housing Participation Agreement
This form is required for initial and annual housing recertification.
- AIM Reimbursement Policy
This resource outlines AIM Services reimbursement timelines and billing dates.
- AIM Technology/Remote Delivery of HCBS Waiver Supports Form
This form is required to be completed every 6 months to access telehealth supports.
- AIM Out of State Form
This form is used with your circle of support when planning out of state travel that involves SD budget spending.
- AIM Fringe Rate Information
This resource provides information on general fringe benefit calculations and employee benefits.
- AIM Pre-approval Process
This resource provides additional information on the AIM pre-approval process including denial re-review requests.