Or. Admin. R. 411-325-0380

Current through Register Vol. 63, No. 8, August 1, 2024

Section 411-325-0380 - Handling and Managing Individuals' Money

(1) A provider must have and implement written policies and procedures for the handling and management of individuals' money. Such policies and procedures must provide for:

(a) An individual to manage his or her own funds unless the ISP documents an individualized need for support to manage personal funds;

(b) Safeguarding of an individual's funds;

(c) Individuals receiving and spending their money; and

(d) Taking into account an individual's interests and preferences.

(2) For an individual identified as needing support to manage their own money, as identified in the individual's ISP, a provider must prepare and maintain an accurate written record for the individual of all money received or disbursed on behalf of or by the individual. The record must include:

(a) The date, amount, and source of income received;

(b) The date, amount, and purpose of funds disbursed; and

(c) Signature of the staff making each entry.

(3) A provider must reimburse an individual any funds that are missing due to theft or mismanagement on the part of any staff member of the home or for any funds within the custody of the provider that are missing. Such reimbursement must be made within 10 business days of the verification that funds are missing.

Or. Admin. R. 411-325-0380

SPD 25-2003, f. 12-29-03, cert. ef. 1-1-04; SPD 58-2013, f. 12-27-13, cert. ef. 12-28-13; APD 13-2019, amend filed 02/14/2019, effective 2/15/2019

Statutory/Other Authority:ORS 409.050, 441.715, 443.450 & 443.455

Statutes/Other Implemented:ORS 441.705-441.720, 441.740, 441.745, 443.384, 443.392, 443.400-443.445, 443.450, 443.455, 443.880, 443.881 & 443.991