OAR 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.

Source: Rule 411-325-0380 — Handling and Managing Individuals' Money, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=411-325-0380 (accessed May 26, 2025).

411–325–0010
Statement of Purpose 411–325–0020
Definitions and Acronyms 411–325–0025
Program Management 411–325–0030
Issuance of License 411–325–0040
Application for Initial License 411–325–0050
License Expiration, Termination of Operations, License Return 411–325–0060
License Conditions 411–325–0070
License Renewal 411–325–0090
Change of Ownership, Legal Entity, Legal Status, Management Corporation 411–325–0110
Variances 411–325–0120
Medical Services 411–325–0130
Food and Nutrition 411–325–0140
Physical Environment 411–325–0150
General Safety 411–325–0170
Staffing Requirements 411–325–0180
Individual Summary Sheets 411–325–0185
Emergency Information 411–325–0200
Transportation 411–325–0220
Individual Furnishings 411–325–0230
Emergency Plan and Safety Review 411–325–0240
Assessment of Fire Evacuation Assistance 411–325–0250
Fire Drill Requirements and Fire Safety 411–325–0260
Individual Fire Evacuation Safety Plans 411–325–0270
Fire Safety Requirements for Homes on a Single Property or on Contiguous Property Serving Six or More Individuals 411–325–0280
Fire Safety Requirements for Homes or Duplexes Serving Five or Fewer Individuals 411–325–0290
Fire Safety Requirements for Apartments Serving Five or Fewer Individuals 411–325–0300
Residency Agreements, Individual Rights, Complaints, Notification of Planned Action, and Hearings 411–325–0350
Behavior Supports and Physical Restraints 411–325–0360
Psychotropic Medications and Medications for Behavior 411–325–0370
Individuals’ Personal Property 411–325–0380
Handling and Managing Individuals’ Money 411–325–0390
Entry, Exit, Transfer, and Closure 411–325–0410
Community Living Supports 411–325–0430
Individual Support Plan 411–325–0440
Children’s Direct Contracted Services 411–325–0445
Notification of School District - Homes Serving Five or More Children 411–325–0460
Civil Penalties 411–325–0470
License Denial, Suspension, Revocation, Refusal to Renew 411–325–0480
Criminal Penalties 411–325–0490
Provider Eligibility for Medicaid Service Payment

May 26, 2025

Rule 411-325-0380's source at or​.us