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New Jersey plans to take advantage of the technical assistance (TA) afforded by the BIP in accordance with Section 10202 of the Patient Protection and Affordable Care Act from the Centers for Medicare & Medicaid Services (CMS). During this period and beyond, New Jersey will also be operating a statewide reform effort that will expand existing managed care programs to include managed long term services and supports (LTSS) and expand home and community based services (HCBS) to some populations.

Through the federal government’s approval of the Comprehensive Medicaid Waiver, the state is be better positioned to serve more individuals with HCBS and meet the BIP’s conditions. It is within the context of the BIP coupled with New Jersey’s move to managed LTSS that the state would best benefit from TA.

With regards to the BIP’s structural changes, data collection and reporting requirements, New Jersey will use CMS’ TA to ensure that the state meets the program’s mandate. It is in New Jersey’s best interest to benefit from the nation’s best practices and lessons learned—in terms of increasing access to non-institutionally based LTSS. First, it will be important to receive guidance on developing the state’s work plan for the BIP prior to implementation.

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Agency Name Quarter Ended

Year of Service (1-4) INSTRUCTIONS: PLEASE COMPLETE ONLY THE NON-SHADED CELLS - BLUE CELLS WILL AUTO-CALCULATE.

Total Service Expenditures Regular FEDERAL Portion Regular STATE Portion Amount Funded By Balancing Incentive Program (4 year total) Year 1 FFY 2012 Year 2 FFY 2013 (4/1/13- 9/30/13) Year 3 FFY 2014 Year 4 FFY 2015 (A) (B) (C (D) (E) (F) (G) (H) Home Health Services Total $ 96,403,485 $ 48,201,742 $ 48,201,742 $ 1,928,070 $ - $ 16,959,904 $ 37,650,986 $ 41,792,595 Home and Community Total $ 2,977,289,369 $ 1,488,644,684 $ 1,488,644,684 $ 59,545,787 $ - $ 523,783,359 $ 1,162,799,057 $ 1,290,706,953 PACE Total $ 35,055,977 $ 17,527,989 $ 17,527,989 $ 701,120 $ - $ 6,167,267 $ 13,691,332 $ 15,197,378 Personal Care Services Total $ 1,306,368,828 $ 653,184,414 $ 653,184,414 $ 26,127,377 $ - $ 229,824,571 $ 510,210,548 $ 566,333,708 Targeted Case Management Total $ 76,069,037 $ 38,034,519 $ 38,034,519 $ 1,521,381 $ - $ 13,382,541 $ 29,709,240 $ 32,977,257 Private Duty Nursing - EPSDT Total $ 151,563,196 $ 75,781,598 $ 75,781,598 $ 3,031,264 $ - $ 26,663,945 $ 59,193,958 $ 65,705,293 Medical Day Care Total $ 781,768,510 $ 390,884,255 $ 390,884,255 $ 15,635,370 $ - $ 137,533,604 $ 305,324,600 $ 338,910,306 Personal Care IADLs Total $ - $ - $ - $ - $ - $ - $ - $ -

Personal Care Health-Related Total $ - $ - $ - $ - $ - $ - $ - $ -

Personal Care Adult Companion Total $ - $ - $ - $ - $ - $ - $ - $ -

Personal Care PERS Total $ - $ - $ - $ - $ - $ - $ - $ -

Pers. Care Assistive Technology Total $ - $ - $ - $ - $ - $ - $ - $ - Habilitation Day Total $ - $ - $ - $ - $ - $ - $ - $ - Habilitation Behavioral Total $ - $ - $ - $ - $ - $ - $ - $ - Habilitation Prevocational Total $ - $ - $ - $ - $ - $ - $ - $ -

Hab. Supported Employment Total $ - $ - $ - $ - $ - $ - $ - $ -

Hab. Educational Services Total $ - $ - $ - $ - $ - $ - $ - $ -

Respite Care Total $ - $ - $ - $ - $ - $ - $ - $ -

Day Treatment / Partial Hosp. Total $ - $ - $ - $ - $ - $ - $ - $ - Psychosocial Rehabilitation Total $ - $ - $ - $ - $ - $ - $ - $ - Clinic Services Total $ - $ - $ - $ - $ - $ - $ - $ - Other HCBS Services Service 1 $ - $ - $ - $ - $ - $ - $ - $ - Service 2 $ - $ - $ - $ - $ - $ - $ - $ - Service 3 $ - $ - $ - $ - $ - $ - $ - $ - Total $ - $ - $ - $ - $ - $ - $ - $ - Health Homes Total $ - $ - $ - $ - $ - $ - $ - $ - CFC Total $ - $ - $ - $ - $ - $ - $ - $ -

Money Follows the Person*

Total $ 81,391,542 $ 40,695,771 $ 40,695,771 $ - $ 13,129,409 $ 33,322,196 $ 34,939,937

TOTALS* $ 5,505,909,944 $ 2,752,954,972 $ 2,752,954,972 $ 108,490,368 $ - $ 967,444,598 $ 2,151,901,918 $ 2,386,563,428

*MFP does not receive enhanced FMAP through BIP, but the expenditures do count towards the state's target spending of 50% or 25%. *Total for Federal and State share for MFP reflect regular state share; does not calculate MFP enhanced FMAP.

LTSS

DHS Extra Balancing Incentive Program Portion (2 or 5 %) 2.00% FFY 2012 - FFY 2015

Projected LTSS Spending

NJ State FMAP Rate 50.00%

Attachment B

DEPARTMENT OF HEALTH & HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICES

BALANCING INCENTIVE PAYMENTS PROGRAM (Balancing Incentive Program) APPLICANT FUNDING ESTIMATES LONG TERM SERVICES AND SUPPORTS

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Abbreviation/ Acronym

Term

Act Independence, Dignity and Choice in Long Term Care Act

AAA Area Agencies on Aging

ADL Activity of Daily Living

ADRC Aging and Disability Resource Centers AID Automatic Interactions Detections ASO Administrative Services Organization

BH Behavioral Health

BHI Behavioral Health Initiative

BHO Behavioral Health Organization

CAP Clinical Assessment Protocol

CASS Consolidated Assistance Support System CSOC Children’s System of Care

CWA County Welfare Agencies

DoAS Division of Aging Services

DCF Department of Children and Families

DD Developmentally Disabled

DDD Division of Developmental Disabilities

DHS Department of Human Services

DHSS Department of Health and Senior Services

DMAHS Division of Medical Assistance and Health Services

EHR Electronic Health Records

FFP Federal Financial Participation

FFS Fee for Service

GO Global Options for Long-term Care HCBS Home and Community Based Services

MCO Managed Care Organization

I&A Information and Assistance

I/DD Intellectual and Developmental Disabilities

InterRai MDS-HC InteRai Minimum Data Set for Home Care Version 2.0 ICF/MR Intermediate Care Facility for Persons with Mental

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LOC Level of Care

LTC Long term Care

LTSS Long term services and supports MAAC Medical Assistance Advisory Council

MAC Medicaid Advisory Council

MBHO Managed Behavioral Health Organization

MDC Medical Day Care

MFP Money Follows the Person

Michigan University of Michigan

MMIS Medicaid Management Information System

NF Nursing Facility

PAAD Prescription Assistance for the Aged and Disabled PACE Program of All-Inclusive Care for the Elderly

PASRR Preadmission Screening and Resident Review

PCA Personal Care Assistance

PCP Primary Care Provider

PH Physical Health

POC Plan of Care

QA Quality Assurance

QM Quality Management

RAI Request for Additional Information

RN Registered Nurse

SBIRT Screening, Brief Intervention and Referral to Treatment SED Serious Emotional Disturbance

SFY State Fiscal Year

SHIP State Health Insurance Assistance Program

SMI Serious Mental Illness

SPA State Plan Amendment

SPH State Psychiatric Hospital

SAI Substance Abuse Initiative

TA Technical Assistance

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Letters of Endorsement

Copies of the following letters of endorsement for New Jersey’s application by the New Jersey Department of Human Services are included in this section:

 AARP

 Home Care Association of NJ

 Mental Health Association in New Jersey

 New Jersey Association of Centers for Independent Living

 New Jersey Council on Developmental Disabilities

 New Jersey Foundation for Aging

 New Jersey Hospital Association

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