65C-17.003. Planning and Budgeting Functions  


Effective on Sunday, May 18, 2003
  • 1Balancing the current and long-term needs of a Family Safety and Preservation program Master Trust client beneficiary shall involve the following planning and budgeting functions which must be cooperatively performed by district caseworkers and fiscal office personnel.

    38(1) The caseworker shall keep track of the client’s current needs subaccount balance (available from the district fiscal office), monitor the client’s current and anticipated needs in relation to such balance and the best interests of the client, and communicate such needs to the district fiscal office in charge of the client’s trust accounts within the Master Trust so that the district fiscal office can retain sufficient funds for these expenses. The caseworker shall keep the child informed of all purchases. Also, if the expenditure equals $500 or more, the caseworker shall notify the child’s parent(s) (unless termination of parental rights has occurred), the guardian ad litem, and the child’s attorney (if one is appointed) of the purchase.

    156(2) Family Safety program Master Trust client beneficiaries who are in substitute care, and who receive Supplemental Security Income (SSI) benefits, are eligible to submit a Plan for Achieving Self-Support (PASS) to the Social Security Administration for approval. The approved Plan enables the department to set aside funds for long-term educational or vocational needs of the client as enumerated in the Plan, without affecting SSI eligibility. A PASS, Independent Living, or other case plan shall be developed for each member of this Master Trust client beneficiary group. A copy of the plan shall be kept in the client’s case file and a copy shall also be filed with the court exercising jurisdiction over the client. As part of the PASS or Independent Living plan, the caseworker is responsible for ensuring that a vocational aptitude assessment and report is done on each client who is able to participate. Unless waived or performed in-house, costs of such assessment shall be charged against the client’s applicable trust subaccount.

    321(3) Master Trust client beneficiaries who receive Social Security Act Title II benefits (SSA), Veterans’ (VA) benefits, Railroad Retirement or other benefits are eligible to complete a Non-Disabled Plan for Achieving Self-Support (PASS-ND). This plan shall serve as all or part of the required case plan preparatory to independent living pursuant to Section 374409.165(4)(b)1., F.S. 376As part of the plan, the caseworker is responsible for ensuring that a vocational aptitude assessment and report is done on each client who is able to participate and placed in the case file. A copy of the plan shall be filed with the court exercising jurisdiction over the client. The PASS-ND is not submitted to or approved by the Social Security Administration.

    439Specific Authority 441402.17(1)(a)9. 442(1996 Supp.), 444402.33(2), 445(7)(a) FS. Law Implemented 449402.17, 450402.17(2)(c) 451(1996 Supp.) FS. History–New 4-6-99, Amended 5-18-03.

     

Rulemaking Events: