Institute on Disabilities at Temple University


Person-Driven Services

Supports Broker Training Thursday, December 6 - 7, 2018

10 AM - 4 PM
Juniata Valley Behavioral & Developmental Services
399 Green Avenue Extended
Second Floor - Large Conference Room
Lewistown, PA 17044

Location is fully accessible.
Free on-site parking.
Buffet lunch (free).


Supports Broker Certification - Registration Open

The Office of Developmental Programs (ODP) Consolidated and Person/Family Directed Services Waiver (P/FDS) Renewals require that, in order to provide Supports Broker services, Supports Brokers must successfully complete a Supports Broker Certification Program provided by ODP or its Designee to provide Supports Broker services. Staff hired on or after July 1, 2017 must successfully complete the Supports Broker Certification Program prior to enrollment as a Supports Broker. Staff hired prior to the effective date of this waiver must complete this program by 1/1/19.

The Office of Developmental Programs has contracted with Temple University's Institute on Disabilities to provide this certification training. This two part training provides prospective supports brokers with information they need to understand participant-directed services (PDS) and the role the broker plays in helping people be successful with self-directing their services. Guided by principles of self-determination, training participants will gain knowledge and skills necessary to enhance natural supports, support participants with employer related responsibilities, and assist people with program rules and person-centered planning.

This new certification program consists of 2 required parts:

  1. Seven (7) Online Training Modules completed via These will serve as foundational training and will be a pre-requisite to the classroom portion.
  2. Two (2) Day Classroom Training that builds off the online training providing the participants with opportunities to expand their knowledge, practice their skills, and engage in activities and discussion related to the role of the supports broker.

Target Audience: People interested in pursuing a career as a Supports Broker.

Topics Include:

  • Principles of Self-Determination & Participant-Directed Supports
  • The Role of the Supports Broker & Collaborative Partnerships
  • Developing Community Connections, Relationships, and Natural Supports
  • Person-Centered Thinking and Planning
  • Person-Directed Supports and Services
  • Employer Responsibilities and Basic Employment Law

Classroom Training Schedule*

Bucks County
September 26-27, 2017
Location: TBD
Registration deadline: September 22, 2017

Dauphin County
September 28-29, 2017
Arc of PA
301 Chestnut Street
Suite 403
Harrisburg, PA 17101
Registration deadline - September 26, 2017


Register Online** (for guidance, download Word file - Step-by-step instructions for registration and taking the online courses)

Questions? Please email

* Information and instructions for the online portion will be distributed to those that register. The online trainings may be taken at your convenience but must be taken no later than the week prior to the training. The online trainings will take approximately 6-8 hours in total to complete.

** Registration will save your spot in the training, but you will not be confirmed or admitted into the training until you successfully complete the online portion.

Person-Driven Services Project Summary

On July 1, 2013, the Institute on Disabilities at Temple University in collaboration with Disability Rights Network (DRN), Values into Action-PA, Mental Health Association of SE Pennsylvania, PA Health Law Project, Philadelphia Coordinated Health Care, PA Mental Health Consumers Association and the Human Services Research Institute began work on the Developmental Disabilities Council funded Person-Driven Services Project. The four year project includes a demonstration project, research and advocacy.

Aligning with principles of self-determination, Participant Directed Services provide a model whereby people with disabilities have more control over where, when, how, and by whom their supports are provided. This document for people with disabilities and their families describes the purpose of participant directed supports, the role of supports brokers, and the two financial management services that are used in Pennsylvania's participant directed option.
Download Participant Directed Services Info Sheet (PDF)

Demonstration Project: Supports Brokering

We will conduct a cross-disability demonstration in which 40-50 people in southeastern and northeastern PA will have the opportunity to direct their own services with the assistance of a Support Broker/Recovery Coach. Project participants will select a Supports Broker/Recovery Coach to assist them with planning, budgeting and arranging formal and informal services and supports. The project will support the development of a "Supports Brokerage" and network for Supports Brokers/Recovery Coaches.

For more information on the Supports Brokerage, visit Values Into Action-PA's website:


The Institute on Disabilities will take a two-fold approach to building an evidence-base for the expansion of person-driven services in PA. First, the Institute will conduct a review of studies of Cash and Counseling models and brokering practices. Second, the demonstration project will be evaluated, looking at quality of life, met/unmet needs, satisfaction and cost effectiveness. This research will inform the demonstration project and be used in systems advocacy efforts as we work toward person-driven services.

Sustainable Self-Directed Care in Pennsylvania's Behavioral Health System
Sustainable Self-Directed Care, accessible text version
Sustainable Self-Directed Care, PDF version


We will engage in advocacy efforts at multiple levels. The primary policy targeted in these efforts will be the expansion of Cash and Counseling models which offer the greatest amount of authority and control. The project will work on the grassroots level, local community, administrative and legislative levels. We will also be working toward raising awareness and support for person-driven services.

Grant Objectives

  1. Build capacity for Supports Brokering/Recovery Coaching in PA.
  2. Demonstrate person-driven service models are cost-effective and produce both greater quality of life outcomes and satisfaction with services.
  3. Build evidence-base for cost effectiveness and improved outcomes of person-driven services.
  4. Build support among PA disability service systems, policy makers and legislators for the personal and financial benefits of people with disabilities having control over their own services and supports, in particular, Cash and Counseling models.
  5. Design and execute communications strategies to build timely public support and maintain strategic alliances with a broad range of stakeholders for person driven services.
  6. Assess and adjust project activities to effectively promote systems change.

Supports Broker Policy Manual

The Institute on Disabilities at Temple University and Values into Action-PA have published a Supports Broker Policy Manual to help build capacity for agencies and individuals interested in providing Supports Broker services in Pennsylvania. This was undertaken as part of the Person-Driven Services and Supports Project, funded by the Pennsylvania Developmental Disabilities Council to raise awareness of and to promote and expand self-directed services across the Commonwealth. This is about enabling greater authority and control for people with disabilities to lead their own services and ultimately, their lives.

The manual is designed for providers who want to offer Supports Broker services and partner with individuals with disabilities and their families to ensure this option is available to anyone interested.

Among the topics covered are the roles and responsibilities for supports brokers as well as qualification and evaluation standards.

Providers can use the manual to develop supports broker services.

get Adobe reader for PDF Get Adobe Reader for PDF documents

Download the manual (PDF)

If you have questions regarding the Supports Broker Policy Manual contact:
Marian Frattarola-Saulino, MSW
Co-Founder | Executive Director, Values into Action


For more information contact

This project is supported by a grant from the Pennsylvania Developmental Disabilities Council.

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Institute on Disabilities at Temple University
University Center for Excellence in Developmental Disabilities Education, Research and Service