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DD Brokerage Personal Agent Tools

2021 SC/PA Summer Learning Series Program


Welcome to the Brokerage Personal Agent Tools web page. Support Service Brokerages employ Personal Agents who help enrolled individuals develop an individual support plan, obtain available resources necessary to implement the plan, select people or organizations to provide specific support services, and monitor and evaluate the outcomes of delivered services.

On this page Personal Agents can find much of the information needed to help fulfill their role in the key functions of a Support Services Brokerage.

After consulting the resources below, as well as the brokerage's own internal resources, brokerage staff are encouraged to send unanswered, non-urgent, general policy and procedure questions to to get further clarification.

Adult and Children In-Home Assessment Tool(s)

ONA Risk Report

Case Management Reference

Employment Tools

For information on employment policies and tools, go to the Employment First Policy page.


Individual Support Plan

Rate Guidelines

State Plan Personal Care (SPPC)

Questions, comments or suggestions about this site?

Please contact Christina Hartman:


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