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Consumer Directed Care Plus. Module: CDC+ Enrollment Packet. REVISED 9/2012. INTRODUCTION. The CDC+ Enrollment Packet is the second packet in the enrollment process. The Enrollment Packet is mailed to the consultant at the same time the consumer receives the CDC+ Program Guidelines.

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Consumer directed care plus

Consumer Directed Care Plus

Module: CDC+ Enrollment Packet

REVISED 9/2012.


  • The CDC+ Enrollment Packet is the second packet in the enrollment process.

  • The Enrollment Packet is mailed to the consultant at the same time the consumer receives the CDC+ Program Guidelines.

  • Enrollment packets are reviewed by staff within three to five business days of receipt.

  • Consultants are notified of any corrections needed to complete the enrollment process.

Cdc enrollment pac ket
CDC+ Enrollment Packet

The enrollment packet is created and mailed to the

consultant after:

  • A complete application packet has been received, reviewed, and entered into the CDC+ system;

  • The Internal Revenue Service (IRS) issues an Employer Identification Number (EIN); and

  • Background screening clearance has been received for the representative, if applicable.

Documents in the cdc enrollment packet
Documents in the CDC+ Enrollment Packet


Maintaining accurate and complete documentation is one of the most important responsibilities DOEA has as a Fiscal/Employer Agent (F/EA).

  • CDC+ Program Office staff may return documents for corrections in order to meet program standards and requirements.

  • CDC+ Program Office staff are prohibited from making corrections to documents on behalf of the consumer or the consultant.

Cdc personal goal setting
CDC+ Personal Goal Setting

  • Consumers will set goals for themselves for participation in CDC+ as it relates to receiving home and community-based services.

  • Goals must relate to identified needs listed on the consumer’s assessment and/or care plan.

Budget authorization form baf
Budget Authorization Form (BAF)

Must be signed by an authorized person having budget authority.

Irs form 8821 tax information authorization
IRS Form 8821:Tax Information Authorization

Irs form 2678 employer payer appointment of agent
IRS Form 2678: Employer/Payer Appointment of Agent

Cdc budget plan
CDC+ Budget Plan

  • Identifies how the monthly allocation will be used by the consumer to receive the services reflected in the waiver care plan;

  • Lists the appropriate Service/Cash/Savings Codes for each item; and

  • Includes an emergency back-up plan for critical services.

Cdc service codes
CDC+ Service Codes

  • Service codes are used to identify the goods and services that may be purchased through CDC+.

  • All items on the CDC+ Budget Plan must be identified by one of the service codes.

  • A list of service codes is available at under Information Available for Download: Service/Cash/Savings Codes.

Cdc budget plan taxable and non taxable employees
CDC+ Budget PlanTaxable and Non-Taxable Employees

Cdc budget plan vendors and cash items
CDC+ Budget PlanVendors and Cash Items

Cdc budget plan savings and summary
CDC+ Budget PlanSavings and Summary

Cdc budget plan employee vendors pool
CDC+ Budget PlanEmployee/Vendors Pool

How to submit the cdc enrollment packet
How to Submit theCDC+ Enrollment Packet

The CDC+ Enrollment Packet can be submitted to the CDC+ Program Office in one of the following methods:

  • Fax to: 850-414-231

  • OR -

    • Mail to: Florida Department of Elder Affairs

      Consumer Directed Care Plus (CDC+)

      4040 Esplanade Way, Suite 350

      Tallahassee, FL 32399-7000

  • Technical assistance
    Technical Assistance

    All questions regarding this training module should

    be directed to:

    • Customer Service: 1-866-232-3733

    • Email: [email protected]