Self-Direction Budget Tools

Evero for Brokers Evero for Representative

Downloadable Resources

• 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.

• Other than Personal Services (OTPS) Reimbursement Requests (Evero Portal)

  This resource provides information on how to upload OTPS reimbursement requests into eVero for processing.

• AIM Telehealth Supports Information

  This resource provides information on telehealth supports.

• IDGS Staffing Support Agreement

  This agreement is required to be completed and signed prior to accessing the IDGS Staffing Support line in the SD budget.

• IDGS Paid Neighbor Agreement

  This agreement is required to be completed and signed prior to accessing the IDGS Paid Neighbor line in the SD budget.

• AIM Self-Hired Staff Application for Employment

  Self-hired DSP Employment Application.

• Other than Personal Services (OTPS) Transportation Reimbursement Requests (eVero Portal)

  This resource provides information on how to upload OTPS transportation reimbursement requests into eVero for processing.

• AIM Reimbursement Policy

  This resource outlines AIM Services reimbursement timelines and billing dates.

• Other than Personal Services (OTPS) Reimbursement Resource

  This resource provides additional information on all OTPS categories, additional supports provided by AIM Services and reimbursement timelines.

• IDGS Staffing Support Invoice

  This is a required form that needs to be uploaded into eVero to process any IDGS Staffing Support invoices.

• IDGS Paid Neighbor Monthly Satisfaction Form

  This is a required form that needs to be uploaded into eVero to process the monthly IDGS Paid Neighbor Stipend.

• Individual Directed Goods and Services (IDGS) Transportation Reimbursement Requests (eVero Portal)

  This resource provides information on how to upload IDGS transportation reimbursement requests into eVero for processing.

• Individual Directed Goods and Services (IDGS) Reimbursement Requests (eVero Portal)

  This resource provides information on how to upload IDGS reimbursement requests into eVero for processing.

• Individual Directed Goods and Services (IDGS) Reimbursement Resources

  This resource provides additional information on all IDGS categories, additional supports provided at AIM Services and reimbursement timelines.

• AIM Family Reimbursed Respite (FRR) Resource

  This resource provides information of FRR and how to enter the reimbursement into eVero.

• IDGS Non-Direct Clinical Checklist

  This resource outlines all the required information needed to process an IDGS Non-Direct Clinical reimbursement request.

• IDGS Direct Clinical Checklist

  This resource outlines all the required information needed to process an IDGS Direct Clinical reimbursement request.

• AIM Housing Subsidy Payment Information

  This form is required in order to indicate how you would like AIM to issue payment of your housing subsidy.

• AIM Family PTO Request Form

  This form is required in order for AIM to process or upload any reimbursement requests.

• General School Schedule

  This form is required to be completed if a child is attending school outside of the general educational offerings and would like to access self-hired staffing supports.

• AIM Expenditure Request Form

  This form is required in order for AIM to process or upload any reimbursement requests.

• AIM Technology/Remote Delivery of HCBS Waiver Supports Form

  This form is required to be completed every 6 months to access telehealth supports.

• AIM Rejection Resource

  This resource provides information on how to correct reimbursement rejections.

• AIM Rejection Steps

  This resource provides information on how to review, edit, and resubmit an invoice after rejection.

• AIM Reimbursement Process

  This resource provides a visual of the AIM reimbursement processing steps and timelines.

• AIM Overnight Supports Information

  This resource provides additional information on available overnight supports and how to access them.

• 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 OTPS Reimbursement Chart

  This resource provides the required supporting information needed to process reimbursement for all OTPS items.

• AIM Live in Caregiver Agreement

  This is an agreement that is required to be completed and signed prior to accessing the Live in Caregiver section of the SD budget.

• AIM Life Cycle of an Invoice

  This resource shows you how reimbursement requests are processed at AIM Services.

• AIM Housing Checklist

  This resource assists your team with highlighting all required documentation needed to access a housing subsidy through a SD budget.

• AIM Fringe Rate Information

  This resource provides information on general fringe benefit calculations and employee benefits.

• 2023 SNAP Attestation

  This form can be used instead of an application for the 2023 SNAP Application after AIM has an initial SNAP denial.

• 2023-24 AIM HEAP Attestation

  This form can be used instead of an application for the 2023 -24 HEAP season after AIM has an initial HEAP denial.

• AIM Pre-approval Process

  This resource provides additional information on the AIM pre-approval process including denial re-review requests.

• AIM Pre-approval Information

  This resource provides additional information on the AIM pre-approval committee.

• AIM IDGS Reimbursement Chart

  This resource provides the required supporting information to process reimbursement for all IDGS items.

• Self-Hired DSP Attendance Approval Resource

  This resource provides information on how to approve your self-hired DSPs timecards.