GuardianTrac Fiduciary Services

Scope of Services

Fiduciary
	Hold funds provided by CMHSP.
	Manage and Account for CMHSP funding on both an individual client level and in total for the CMHSP.
	Assure compliance with State and Federal law relating to employment including but not limited to payroll taxes.
	Reconcile the Person Centered Plan with the Individual Budget.
	Arrange for workman’s compensation insurance where required.
	Generate CMHSP specific reports as requested by the CMHSP.
	Issue checks and other payments.
	Prepare all required State and Federal required documents and tax returns.
	Collect time reports and process payroll based upon CMHSP guidelines.
	Complete an semi annualinternal documentation audit of each employer/employee.
	Provide Budget Variance Reports to the CMHSP per their guidelines.
	Comply with HIPAA and other confidentiality guidelines.
	Provide monthly report to consumer in user-friendly format.

Employee Verification
	Execute criminal background checks.
	Execute driver’s license check.
	Arrange for drug screens if required.
	Facilitate employee recruitment.

Training
	Track individual employee required training and retraining due dates including but not limited to:
		Recipient Rights
		Blooborne Pathogens
		First Aid/CPR
		Cultural Sensitivity
		Prevention of Communicable Disease
	Train CMHSP (when requested) on Self Direction processes and procedures.