[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-572512-105":53,"doc-detail-572512-en":120},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":113,"head_meta":115,"extra_data":117,"updated_unix":119},105,"en","cost-plan-rollover-cheat-sheet-for-wscs","Cost Plan Rollover Cheat Sheet for WSCs","","Cost Plan Rollover Cheat Sheet for WSCs outlines how Waiver Support Coordinators, WSC mentees, and CDC+ consultants must review and validate cost plans before APD automatically copies them to the next fiscal year. It specifies checks for correct annualized units, duplicate planned services, end dates by June 30, budget alignment, and linked/validated plans. It also provides corrective actions for common issues such as multiple plans in the same fiscal year, missing planned services, county or ISO mismatches, address setup problems, negative balances, complete-status plans, and rejected authorizations that require remediation before rollover.",{"@graph":63,"@context":112},[64,80,95],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/cost-plan-rollover-cheat-sheet-for-wscs/572512/",4,{"url":78,"name":59,"@type":81,"author":82,"headline":59,"publisher":85,"fileFormat":88,"inLanguage":57,"description":61,"dateModified":89,"datePublished":89,"encodingFormat":88,"isAccessibleForFree":90,"interactionStatistic":91},"DigitalDocument",{"name":83,"@type":84},"Sophia Brooks","Person",{"url":68,"name":86,"@type":87},"DocShare","Organization","application/pdf","2026-10-13",true,{"@type":92,"interactionType":93,"userInteractionCount":4},"InteractionCounter",{"@type":94},"ViewAction",{"@type":96,"mainEntity":97},"FAQPage",[98,104,108],{"name":99,"@type":100,"acceptedAnswer":101},"What must WSCs and WSC mentees verify before cost plans roll over?","Question",{"text":102,"@type":103},"They must confirm correct annualized units, no duplicate planned services, plans are not in “Complete” status, plans end on June 30, plans are within the client’s budget, and all plans for the fiscal year are linked to the budget and validated.","Answer",{"name":105,"@type":100,"acceptedAnswer":106},"How should WSCs handle clients who have more than one plan for the same fiscal year?",{"text":107,"@type":103},"They should ensure the duplicate plan has end dates tied to planned services/authorizations so only one active plan remains by June 30, and then verify plans information is end-dated and the plans are properly linked and validated.",{"name":109,"@type":100,"acceptedAnswer":110},"What should be done when address data is not populating correctly during rollover?",{"text":111,"@type":103},"Submit a Help Desk Ticket using the client iConnect ID, indicating the address utility is not populating the correct county/city/etc. Do not override the auto-populated address because it can prevent the cost plan rollover from working as intended.","https://schema.org",{"og:url":78,"og:type":114,"og:title":59,"og:site_name":86,"og:description":61},"article",{"robots":116,"canonical":78},"index,follow",{"doc_id":118,"site_id":56},572512,1791927813,{"code":4,"msg":5,"data":121},{"doc_id":118,"user_id":122,"nickname":83,"user_avatar":123,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":124,"file_id":125,"file_url":126,"file_type":127,"file_size":128,"view_count":4,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":129,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":130,"faqs":131,"seo_title":132,"seo_description":61,"update_tm":119,"read_time":73},962084925636,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Cost Plan Rollover Cheat Sheet for WSCs  \nIntroduction  \nThe Agency for Persons with Disabilities (APD) automatically copies cost plans for the subsequent fiscal year (FY) . Waiver Support Coordinators (WSCs) , WSC Mentees and Consumer Directed Care Plus (CDC+) Consultants must verify that current plans are accurate and ready for the automated continuation process.  \nWSCs and WSC Mentees will continue to maintain the individual service plans and generate service authorizations throughout the fiscal year as outlined in  \nChapter 11 – Cost Plan in the Case Management Training Manual.  \nUPDATED-Preparation  \nThe WSCs and WSC Mentees will be notified of the cost plan rollover process through an advisory and communications from their Regional Waiver Unit. However, preparation can occur throughout the year and does not have to wait for an official APD advisory to begin these steps.  \nThe APD Regional office will provide Qualified Organizations (QOs) with a list of plans that require immediate attention.  \nThe WSCs and WSC Mentees will verify the following on the cost plans for each of their clients:  \n• The client planned services have the correct annualized units.  \n• Verify there are no duplications of planned services.  \n• The current cost plans must not be in “Complete” status (plans in “Complete” will not roll over) .  \n• Verify the current plans end on June 30.  \n• Verify the cost plans are within the clients’ budget.  \n• Verify that all plans for the same fiscal year are linked to the budget and validated.  \nAnnual Cost Plan preparation and helpful tips:  \nWSCs and WSC Mentees will need to correct any of these items:  \n1. Clients with more than one plan for the same fiscal year: Clients who have enrolled in the CDC+ program from the iBudget Florida waiver or returned to the iBudget Florida waiver from the CDC+ program may have a cost plan for each program. Please ensure that the duplicate plan has end dates associated with planned services/authorizations, ensuring only one active plan by June 30.  \n• Verify the Plans Information page is end-dated.  \n• Verify that all plans for the same fiscal year are linked to the budget, and that the plans are validated after linking all current fiscal year plans to the budget.  \n2. Cost plans with no planned services: Determine if the client is still receiving waiver services. If not, contact the appropriate APD Regional office to begin waiver disenrollment and/or case closure.  \n3. Planned Services with a county that does not match the county listed in the client’s demographics: If the county or Index SubObject (ISO) code doesn’t match the consumer’s demographics, end the service and create anew service plan. Do not backdate the service plan; that will impact billing.  \n4. Incorrect address setup: Review clients’ demographics to verify regional information and addresses are accurate.  \n• Each client must have a Residential Address with Region specified and marked as the primary address.  \n• Address must be entered by utilizing the places utility-manual entry of county or region is prohibited, as it can cause errors during the cost plan rollover.(See Updating Consumer Demographics) .  \nIMPORTANT: If the WSC/WSC Mentees notices that the client’s residential address is not populating correctly, submit a Help Desk Ticket using the client iConnect ID. Indicate that the address utility is not populating the correct county, city, etc. The APD IT Department will update the address to allow the cost plan rollover functions properly. Overriding the auto-populated address will prevent the cost plan rollover from working as intended.  \n5. Planned Services with ISO Mismatch: Planned services must align with the correct ISO and region based on the client’s county and waiver enrollment (e.g. , iBudget Waiver versus CDC+) .  \n• If there is a mismatch, current services must be ended and a new service plan created with the correct county and waiver enrollment listed.  \n• Do not backdate the service plan, a","cbCaifZ3dK3NFN6Q","https://ap.wps.com/l/cbCaifZ3dK3NFN6Q","pdf",226837,"English","# Introduction\n## UPDATED-Preparation\n## Verify Cost Plans for Each Client\n## Annual Cost Plan Preparation and Helpful Tips\n## Preparation for CDC+ Consumers","[{\"question\":\"What must WSCs and WSC mentees verify before cost plans roll over?\",\"answer\":\"They must confirm correct annualized units, no duplicate planned services, plans are not in “Complete” status, plans end on June 30, plans are within the client’s budget, and all plans for the fiscal year are linked to the budget and validated.\"},{\"question\":\"How should WSCs handle clients who have more than one plan for the same fiscal year?\",\"answer\":\"They should ensure the duplicate plan has end dates tied to planned services/authorizations so only one active plan remains by June 30, and then verify plans information is end-dated and the plans are properly linked and validated.\"},{\"question\":\"What should be done when address data is not populating correctly during rollover?\",\"answer\":\"Submit a Help Desk Ticket using the client iConnect ID, indicating the address utility is not populating the correct county/city/etc. Do not override the auto-populated address because it can prevent the cost plan rollover from working as intended.\"}]","Cost Plan Rollover Cheat Sheet for WSCs | PDF"]