Minimum Requirements 

Bachelor’s degree in behavioral science, social science, or closely related field OR an associate degree in behavioral science, social science, or a closely related field and two years of human services related experience OR high school diploma/GED and four years of human services related experience. 

Preferred Qualifications 

Previous experience in Person Centered Planning and Self-Determination. 

Required to demonstrate Skills, Knowledge, and Abilities to:

1. Develop plans in partnership with others.
2. Honor a person in what they want and need in their life.
3. Understand trauma-informed care. 
4. Understand diversity, equity, inclusion and accessibility practices and principles. 
5. Navigate public service systems 
6. Partner and maintain relationships with diverse community partners. 
7. Consumer rights. 
8. Advocate and assist people to understand what choices and options are available so they can make the most informed choice of supports and services. 
9. Effectively communicate orally and in writing.
10. Identify and develop community resources. 
11. Recognize personal strengths, and connect people with natural supports, resources, and professional supports.
12. Present to large and small groups. 
13. Use computer applications or other automated systems such as spreadsheets, word-processing, calendar, e-mail, and database software in performing work assignments. 
14. Assess, plan, organize and follow-up with projects or plans. 
15. Understand and follow oral and / or written directions.
16. Work independently and with diverse work teams. 
17. Handle complex situations and address conflict. 
18. Maintain confidentiality.
19. Complete projects with specific time limits.
      

Essential Position Functions and Key Work Processes

1. ALL Personal Agents:
   1. Maintain up-to-date claims and case notes on a weekly basis. Adhere to the targeted claims expectations.  
   2. Maintain and share with co-workers' business calendar to include appointments, team meetings, community event attendance, and time away from the office. 
   3. Complete all required documentation in individual case files in a timely manner.
   4. Conduct individual an/or group meetings in individual homes and/or other community locations. 
   5. Develop and periodically revise ISP or Annual Plan based on the information collected through an assessment or reassessment that specifies the desired outcomes, goals, and actions to address the medical, employment, social, educational, and other services needed by the eligible individual.
   6. Participate in the delivery of protective services when required by Oregon Administrative Rule or Oregon Revised Statute.
   7. Provide information, education, and technical assistance including but not limited to individual rights, choice advising, re-establishment of eligibility, transition planning and complaint resolution. 
   8. Authorize services in the Department’s electronic payments and reporting system
      2. Personal Agents assigned Caseload management:
      1. Assist persons to plan, implement, and monitor their services. 
      2. Assist persons to access available services, including referral and related activities.
      3. Monitor services, including activities and contacts that are necessary to ensure that the ISP or Annual Plan is effectively implemented and adequately addresses the needs of the eligible individual.
      4. Provide support to Friendship Connections, meeting community needs, to include developing neighborhood resources, analyzing system needs, coordinating new resources, and resolving access problems. 
      5. Develop and maintain relationships with other agency personnel, community leaders, and neighborhood Friendship Connections members.  
      6. Coordinate training activity that supports individuals and families and promotes a sense of community.
      7. Conduct in person visit with each individual in their home at least annually.
         Personal Agents assigned Assessment Coordination:
      8. Provide assessment services using the Department approved functional needs assessment tool, the Foster Care Support Needs Assessment (SNAP) and/or other current ODDS approved needs assessment.
      9. Interview individuals designated and /or legal representative and others that the individual wants to be a part of their assessment to compile information on needs. 
      10. Complete all supporting documentation required for the department approved functional needs assessment and the Foster Care Support Needs Assessment (SNAP) and/or other current ODDS approved needs assessment.
      11. Conduct assessments for only those they have not provided case management to in the last six months or are currently assigned case management responsibilities.
      12. Remain knowledgeable and current of all Federal, State, and local laws, policies and procedures relevant to the department approved functional needs assessment and the Foster Care Support Needs Assessment (SNAP) and/or other current ODDS approved needs assessment.
      13. Participate in ODDS required functional needs assessment quarterly recertification trainings.
      14. Conducts brokerage record reviews using standards set forth in ISN policy and procedure and Oregon Administrative Rules.
      15. Documents trends and findings from brokerage record review for internal and external reporting related to assessing the efficiency, effectiveness, and quality of the delivery of brokerage services.
      16. Conducts individual case note audit using standards set forth in ISN policy and procedure and Oregon Administrative Rules to ensure compliance with Rationed-Fee-for-Service standards.