413-070-0939 Guardianship Assistance Payments, Medical Assistance, and Nonrecurring Guardianship Expenses (1) When a guardianship assistance payment or medical assistance is not being provided, a potential guardian, guardian or successor legal guardian may enter into a guardianship assistance agreement only . (2) The monthly guardianship assistance payment : (a) Is determined through discussion and negotiation between the Department and the potential guardian, guardian or successor legal guardian . (b) May not exceed the current foster care base rate payment the child or young adult would be eligible to receive in foster care as determined under OAR 413-090-0010(1)(b) combined with, if applicable, the level of care payment determined by the CANS screening conducted under OAR 413-020-0230. (c) Is negotiated between the potential guardian, guardian or successor legal guardian of a child or young adult and the Department, taking into consideration relevant factors which include, but are not limited to: (A) The ordinary and special needs of the child or young adult . (B) The services and goods required to meet the needs of the child or young adult . (C) The cost of the services and goods required to meet the needs of the child or young adult . (D) The circumstances of the potential guardian, guardian or successor legal guardian and their ability to provide the required services and goods for the child or young adult . (E) The resources available to the potential guardian, guardian or successor legal guardian such as medical coverage, private health insurance, public education, other income sources, and community resources. (F) A guardianship assistance payment may be reduced when other sources of income are received by the potential guardian, guardian or successor legal guardian or the child or young adult . (d) Is intended to combine with the resources of the potential guardian or guardian to provide for the needs of the child or young adult . (3) When, during negotiation of the guardianship assistance payment, the Adoption Assistance and Guardianship Assistance Coordinator and the potential guardian, guardian , or the successor legal guardian are unable to reach agreement, the Adoption Assistance and Guardianship Assistance Coordinator, the potential guardian , guardian , or the successor legal guardian may request a review by the Guardianship Assistance Review Committee . When a review is requested: (a) An Adoption Assistance and Guardianship Assistance Coordinator must: (A) Prepare documentation for the scheduled Guardianship Assistance Review Committee ; (B) Notify the potential guardian, guardian , or successor legal guardian of the date of the committee; (C) Notify the assigned caseworkers of the date of the committee; and (D) Attend and participate in the Guardianship Assistance Review Committee . (b) The potential guardian, guardian , or successor legal guardian may provide written documentation to the Adoption Assistance and Guardianship Assistance Coordinator for review and consideration by the Guardianship Assistance Review Committee . (c) The certification worker for the potential guardian and the caseworker for the child may participate in a Guardianship Assistance Review Committee meeting and may present information and respond to questions. The workers may not participate in the deliberations of the Guardianship Assistance Review Committee . (d) The Guardianship Assistance Review Committee members must: (A) Consider written documentation provided by the potential guardian, guardian , or successor legal guardian , caseworkers, and the Adoption Assistance and Guardianship Assistance Coordinator. (B) Review materials submitted to the Guardianship Assistance Review Committee , deliberate, and make one or more recommendations regarding the guardianship assistance payment . (e) At the conclusion of the Guardianship Assistance Review Committee , the Adoption Assistance and Guardianship Assistance Coordinator must: (A) Document the recommendations of the Guardianship Assistance Review Committee ; and (B) Submit the documentation to the Post Adoption Services Manager or designee within one business day of the Guardianship Assistance Review Committee meeting. (f) The Post Adoption Services Manager or designee must complete each of the following actions: (A) Attend the Guardianship Assistance Review Committee and ask any clarifying questions, but not participate in the deliberation or recommendation of the Guardianship Assistance Review Committee ; (B) Review and consider: (i) The materials submitted to the Guardianship Assistance Review Committee ; (ii) The recommendations of the committee; and (iii) The information presented by the potential guardian, guardian , or successor legal guardian under subsection (4)(b) of this rule. (C) Make a decision within 30 calendar days of the date of the request for review; and (D) Provide written notification to the potential guardian, guardian , or successor legal guardian and the Adoption Assistance and Guardianship Assistance Coordinator within ten business days of the decision. (4) When a potential guardian, guardian , or successor legal guardian is not satisfied with the final guardianship assistance offer from the Department, the potential guardian, guardian , or successor legal guardian has the right to a contested case hearing under OAR 413-010-0500 to 413-010-0535. (5) An initial guardianship assistance payment begins on the date the state or tribal court legally establishes the guardianship provided there is a written guardianship assistance agreement signed by the Department and the potential guardian. (6) A guardianship assistance payment to a guardian for the child or young adult is inalienable, not assignable or transferable, and exempt from execution, levy, attachment, garnishment, and other legal process under the laws of Oregon, as long as the payment can be identified as a guardianship assistance payment and is kept separate from other money in the guardian's possession. (7) The guardian may apply to be the designated payee for any benefit the child or young adult receives if the benefit program allows such application. (8) Medical assistance and social services. (a) A child or young adult who is the subject of a guardianship assistance agreement funded by Title IV-E funds as authorized by the Fostering Connections to Success and Increasing Adoptions Act of 2008 (Public Law 110-351) is categorically eligible for medical assistance through Title XIX and social services under Title XX when -- (A) The guardianship is in effect; and (B) A guardianship assistance payment is being made to the guardian . (b) A child or young adult who is not eligible for Title XIX medical assistance is eligible for medical assistance under OAR 413-100-0400 to 413-100-0530, when: (A) The child or young adult resides in Oregon; or (B) The child or young adult resides outside of Oregon but in the United States or possession thereof and is not able to obtain medical assistance in his or her place of residence. (c) Medical assistance is not provided for a child or young adult who resides outside of the United States or possession thereof. (9) Nonrecurring guardianship expenses. (a) The Department will reimburse a guardian up to $2,000 per eligible child for approved nonrecurring guardianship expenses , including but not limited to: (A) The cost of a home study; (B) Court costs; (C) Attorney fees; (D) Physical and psychological examinations required for the guardianship; and (E) Travel to visit with the child prior to placement. (b) Payment for nonrecurring guardianship expenses may not duplicate expenses covered by ORS 417.200 - 417.260 or another resource available to the potential guardian or successor legal guardian . (c) Documentation of nonrecurring guardianship expenses is required and must be submitted prior to execution of the nonrecurring guardianship assistance agreement . The nonrecurring guardianship assistance agreement , indicating the nature and amount of the nonrecurring guardianship expenses , must be signed by the potential guardian and a Department representative prior to the establishment of the guardianship. (d) Payment for nonrecurring guardianship expenses is made when the Department receives the court order establishing the guardianship. (10) Overpayment. (a) If the Department issues a guardianship assistance payment on behalf of a child or young adult after the date the guardianship assistance agreement automatically expires, the Department may seek reimbursement of the overpayment and the guardian must repay the Department. (b) If the guardian fails to comply with any provisions of the guardianship assistance agreement , including failing to notify the Department of any of the events or circumstances described in OAR 413-070-0964 and 413-070-0974(6) and (8), the Department may collect any guardianship assistance payment or medical assistance which the Department would not have provided had the guardian complied with the provisions of the guardianship assistance agreement . Statutory/Other Authority: ORS 411.141, ORS 418.005 & ORS 409.050 Statutes/Other Implemented: ORS 418.005, ORS 409.010, ORS 411.141 & ORS 409.050 History: CWP 43-2018, amend filed 05/15/2018, effective 05/15/2018 CWP 27-2017, temporary amend filed 12/29/2017, effective 01/01/2018 through 05/15/2018 CWP 17-2015, f. 9-28-15, cert. ef. 10-1-15 CWP 12-2015, f. & cert. ef. 7-17-15 CWP 1-2014, f. 1-31-14, cert. ef. 2-1-14 CWP 30-2011, f. 12-27-11, cert. ef. 12-28-11 CWP 24-2011(Temp), f. 9-30-11, cert. ef. 10-1-11 thru 12-27-11 CWP 11-2011(Temp), f. & cert. ef. 6-30-11 thru 12-27-11 CWP 6-2010, f. & cert. ef. 6-15-10 CWP 1-2010(Temp), f. & cert. ef. 2-1-10 thru 6-14-10 Renumbered from 413-070-0930, CWP 18-2009(Temp), f. & cert. ef. 12-16-09 thru 6-14-10 CWP 12-2009, f. & cert. ef. 9-28-09 CWP 7-2009(Temp), f. & cert. ef. 7-1-09 thru 9-27-09 CWP 5-2009(Temp), f. & cert. ef. 3-31-09 thru 9-27-09 CWP 8-2004, f. & cert. ef. 4-1-04 CWP 26-2003, f. & cert. ef. 7-31-03 CWP 14-2003, f. & cert. ef. 1-9-03 SOSCF 43-2001, f. 12-31-01, cert. ef. 1-1-02 SOSCF 7-2000, f. & cert. ef. 2-10-00 SOSCF 18-1999(Temp), f. & cert. ef. 9-14-99 thru 3-12-00