Project Leader

Job Title

PROJECT LEADER

Reports to

DIRECTOR OF SELF-DIRECTED SERVICES

Direct Reports

NONE

FLSA Status: NON-EXEMPT

DSP Status: NO

This job description is intended to describe the nature and level of work being performed by employees assigned to this position. It is not to be construed as an exhaustive list of all responsibilities and duties required of the job incumbents.

Full time

To explore the full range of benefits please visit our website www.jmmurray.com

$18.91-$22.97/hour - Placement in the range will be determined based on experience and other factors allowed by law.

GENERAL SUMMARY

Responsible to plan, develop, document and deliver Fiscal Intermediary (FI) Services, as defined by the regulations and requirements of the Office of People with Developmental Disabilities (OPWDD).

COMPANY STANDARDS

• Maintains regular attendance and punctuality in order to provide quality direct support and service to individuals served. This position performs all hours onsite and at all assigned physical locations of service, unless required by business needs and approved.
• Follows all safety rules and regulations; wears and/or uses required protective equipment while working; immediately reports any safety concerns or unsafe working conditions to the Self-Directed Services management.
• Ensures all contracts and self-directed services are coordinated, documented and provided in compliance with the JM Murray mission statement, policies and procedures, professional standards, and applicable governmental laws, rules and regulations.

ESSENTIAL FUNCTIONS

1. Ensure and complete appropriate and timely documentation of fiscal intermediary services and responsibilities which includes the use of the JM Murray Electronic Medical Record, and the use of equipment such as a computer, laptop, and/or a tablet.
2. Support consumers who opt to self-direct their individualized budget.
3. Coordinate and complete tasks related to billing and payment for approved goods and services.
4. Receive, verify and process requests for payment for goods and services as indicated in the approved budget.
5. Notify the participant if requests are not approvable based on the status of the budget and available funds. Confirm credentials of contractors and vendors.
6. Assist in ensuring billing is completed for services provided.
7. Develop and maintain a separate record for each consumer. Track disbursements and balances included in the self-directed budget. Send monthly expenditure reports by the end of the following month and report inconsistencies between service plan and budget to OPWDD.
8. Provide expenditure reports as requested to include a list of expenses paid on behalf of the consumer, the date it was paid and the amount paid.
9. Ensure compliance with Medicaid billing by reviewing all consumer hired staff notes for accuracy, completeness and compliance and assist in corrections as needed for compliance and/or quality standards.
10. Teach consumers the importance of proper documentation of staff work hours, expenditures and provision of services including how to review a service record, reimbursement forms monthly notes and any other documentation
11. Maintain all components of the individual case record and documents that support billing as per established company record management policy.
12. Attend all required and assigned meetings regarding budgets and FI duties.
13. Performs clerical duties necessary to maintain accurate records and service operations including but not limited to filing, copying, computer entry, organizing and ordering supplies, etc.
14. Attends all required and requested training and meetings; maintain updates and certifications as required.

1. Conducts self in a manner as to always contribute to maximum individual growth and in accordance with all regulations, the DSP Code of Ethics and Company policy and procedures. Represents JM Murray and the JM Murray mission in a positive manner, treating people with respect and dignity.
2. Performs additional duties and responsibilities, as assigned.

COLLABORATION

INTERNAL

JM Murray Services and Administration Staff

EXTERNAL

OPWDD

Care Coordinators

Local and Regional Provider Staff

Families

EDUCATION and EXPERIENCE

Associates degree preferred; significant experience in lieu of degree may be considered

2-3 years of experience working with individuals with developmental disabilities preferred; at least one year coordinating and scheduling work tasks.

KNOWLEDGE and SKILLS

Sound decision-making skills and judgment

Good verbal and written communication skills

Organizational skills and attention to detail

Ability to meet deadlines and produce work according to established timeframes

OTHER REQUIREMENTS:

N/A

WORKING CONDITIONS

Job assignments may take place indoors and outdoors, in various environmental conditions including rain, snow and cold weather.

PHYSICAL REQUIREMENTS

Job-related physical abilities an individual must possess in order to perform the job in a satisfactory manner. In some cases accommodations may be made in accordance with JM Murray policy and with our mission.

0-24 %

25 -49 %

50 -74 %

75 –100 %

Standing/Walking/Mobility: Must be able to stand to operate equipment; mobility to embark and disembark from equipment.

X

Environmental Conditions: Must be able to work in an environment that includes, but is not limited to noise, cold, heat and odors.

External Conditions: Must be able to work in a position requiring exposure to the weather conditions.

X

Lifting: Must be able to lift unaided, at least 10lbs

X

Must be able to lift unaided, from 11-30lbs

X

Must be able to lift unaided, from 31-70lbs

Must be able to lift unaided, from 71-100lbs

Must be able to lift unaided, over 100lbs

Manipulating /Grasping/Feeling: Must be able to write, type, and use office and/or other equipment and handle materials.

X

APPLICANTS

I have reviewed this job description and I am able to perform the essential functions as outlined. I have discussed any questions I may have about this job description prior to signing this document.

___________________________________________________________

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___________________________________________________________ _______________________

SIGNATURE DATE

EMPLOYEE

I have reviewed this job description and I understand all of my job duties and responsibilities. I am able to perform the essential functions as outlined. I understand that my job may change on a temporary or regular basis according to the needs of my department without it being specifically included in the job description. I have discussed any questions I may have about this job description prior to signing this document.

___________________________________________________________

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___________________________________________________________ _______________________

SIGNATURE DATE

Project Leader: Services V2021.09.13