Fee Schedule

Annual Membership Fee:

$100

PLAN of PA is a non-profit organization. To receive case management and trust services, the individual must be covered by a current membership. Members are entitled to receive PLAN of PA services under contract with PLAN of PA, to initiate a Personal Care Plan, to receive newsletters and annual reports, and to attend annual membership meetings.

Personal Care Plan Development:

$500 plus any travel time and mileage

Plans are developed that identify present and future support needs and the approaches that families desire for the care and security of their loved ones. A comprehensive Personal Care Plan contains vital information about the individual’s medical, residential, social, employment, educational situation and history. Plans are updated annually during the Annual Review.

Annual Review:

Billed at the case management rate of $105 per hour.

Generally, this does not exceed 1 hour and is often less. Annual reviews are required for case management and trust clients.

Current Service Contract:

$100 for a 6 month contract (plus any travel time and mileage that may be incurred.)

The $100 may be applied to the cost of development of a Personal Care Plan at the end of the six month period.

Consultation:

$125/hour

 

The Executive Director of PLAN of PA is available to serve as a consultant for families or individuals with specific questions or concerns about future care planning but who are not seeking or not ready for a Personal Care Plan or a Current Service Contract.

Case Management Time:

$105/hour

Charges based on the actual time spent providing services and includes face-to-face sessions, all phone contacts and certain forms and paperwork. Time is recorded in 12 minute increments.

Case Management Travel Time:

$52.50/hour plus $.55/mile

When services are performed outside of the PLAN of PA office, there is a charge for travel time.

Special Needs Trust Administration Fee:

$250 annually for trusts between $5,000 and $24,999
1% annually for trusts $25,000 and over.

 

Special Needs Trust Tax Return Preparation:

$135 minimum annually

 

Representative Payee/Fiduciary Checking Accounts:

$37/month as of 1-1-09

The Social Security Administration allows PLAN of PA, as an organizational representative payee, to deduct $37 per month from each client’s SSI or SSD monthly check.