Support Services for Adults with Developmental ... - DHS home

(d) Fiscal intermediary services;
(e) Basic employer and employee roles and responsibilities;
(f) Developing new resources;
(g) Major public health and welfare benefits;
(h) Constructing and adjusting individualized support budgets; and
(i) Assisting individuals to judge and improve quality of personal
supports.
(7) INDIVIDUAL RECORD REQUIREMENTS. The brokerage must
maintain current, up-to-date records for each individual served and must
make these records available to the Department upon request. Individual
records must include at minimum:
(a) Application and eligibility information received from the referring
CDDP.
(b) An easily-accessed summary of basic information, including the
individual's name, family name (if applicable), individual's legal
representative (if applicable), address, telephone number, date of
entry into the program, date of birth, sex, marital status, individual
financial resource information, and plan year anniversary date.
(c) Documents related to determining eligibility for brokerage services
and the amount of support services funds available to the individual,
including basic supplement criteria if applicable.
(d) Records related to receipt and disbursement of funds, including
expenditure authorizations, expenditure verification, copies of CPMS
expenditure reports, and verification that providers meet the
requirements of OAR 411-340-0160 through 411-340-0180.
(e) Documentation, signed by the individual or the individual's legal
representative, that the individual or the individual's legal
representative has been informed of responsibilities associated with
the use of support services funds.
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