reglab/statecodes huggingface dataset:
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 301 - Promotion of Independent Living for the Elderly Program › Section 17a-301-3 - Eligibility

Current through July 10, 2024
(a) To be eligible for the Program an
			 individual must meet all the following criteria:
(1) Be 60 years of age or older;
(2) Be a resident of Connecticut;
(3) Be inappropriately institutionalized or
			 at risk of inappropriate institutionalization as defined by these regulations
			 based upon the individual's functional, psychological and social
			 status;
(4) Have an income at or
			 below 300 percent of the current maximum Supplemental Security Income benefit
			 for an individual living independently or in the case of a married couple, 300
			 percent of the current maximum Supplemental Security Income benefit for a
			 married couple living independently. Married applicants will be subject to the
			 income provisions for single individuals if each spouse maintains a separate
			 residence and neither spouse has access to, or receives support from, the
			 other's income.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 301 - Promotion of Independent Living for the Elderly Program › Section 17a-301-4 - The coordination, assessment and monitoring process

Current through July 10, 2024
(a)
Screening.
Referrals shall
			 be reviewed within 5 work days after they are received, using a form approved
			 by the Commissioner on Aging.
(1) The CAM
			 agency shall either schedule an assessment, place the applicant on a waiting
			 list if available funding or workload do not permit immediate assessment, or
			 reject the applicant as inappropriate for the program.
(2) In the event that an assessment is not
			 scheduled, the individual shall be notified of the disposition of the
			 application (waiting list or rejection) and the reasons for the action taken
			 within 72 hours of screening by the CAM agency. The individual shall be
			 referred to other agencies for assistance if appropriate.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 301 - Promotion of Independent Living for the Elderly Program › Section 17a-301-5 - Community services

Current through July 10, 2024
(a) Community
			 services shall be included as part of the individualized plan of care developed
			 by the CAM agency. The plan must specify the frequency and provider of such
			 services. Services contained in the plan must be based upon documented needs
			 found in the assessment or reassessment of the individual's needs and shall be
			 provided only when needed in order to avoid inappropriate
			 institutionalization.
(b) The
			 Program shall not:
(1) Reimburse for personnel
			 or services delivered by a person or agency required by the State of
			 Connecticut to be licensed, certified or otherwise approved unless that person
			 or agency can show satisfactory evidence of such licensing, certification or
			 approval. In the event that a CAM agency purchases services from a provider not
			 required to be licensed and which
is not otherwise subject to quality assurance regulation, the
				CAM agency shall take such reasonable measures as are necessary prior to
				purchase to ensure the quality of services delivered; or
(2) Pay any claim to a provider of community
			 services which cannot produce adequate records to document such claim for
			 payment; or
(3) Pay for any
			 cancelled services; or
(4) Pay for
			 a service when the client does not receive the service, notwithstanding any
			 prior notice of cancellation requirement of the provider; or
(5) Reimburse for services not included in
			 the individualized plan of care.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-20 - Introduction

Current through July 10, 2024
This regulation adopts the manual of fiscal policies in
				  accordance with provisions of Chapter 54 of the Connecticut General
				  Statutes.
(a) The Connecticut
				Department on Aging's
Manual of Fiscal Policies
has
				been prepared, updated, adopted as policy, and distributed by the Department in
				accordance with the requirements of Section
				17a-306
				of the Connecticut General Statutes. The manual contains policy regulations and
				substantive procedures for the grant administration of Title III of the Older
				Americans Act of 1965, as amended. It provides policies and standards for use
				by the Connecticut Department on Aging and the area agencies on aging in the
				administration of grants under Title III of the Older Americans Act.
(b) The purpose of the
Manual of
				Fiscal Policies
is to provide detailed information on the
				administration of grants of the Connecticut Department on Aging and its
				grantor/contractor agencies. The Manual should assist and guide Connecticut's
				area agencies on aging in the application of various Federal and state laws and
				regulations to programs operated under Title III of the Older Americans
				Act.
(c) The manual constitutes all
				current fiscal policies and standards that have been developed by the
				Connecticut Department on Aging, unless otherwise noted, through the time of
				issuance.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-23 - Principles and standards for financial management and accounting

Current through July 10, 2024
The purpose of this section is to set forth the principles
				  and standards for the organization of an area agency on aging's accounting and
				  accounting system.
(a)
Basis of
				Accounting
(1) Each grantee and
				subgrantee shall report program outlays and program income on the modified
				accrual basis. Accordingly, expenditures are recorded when a liability is
				incurred (i.e., when an invoice has been received or the amount can be readily
				estimated), but revenue is not recorded until actually earned by or is
				available to the grantee or subgrantee. "Available" means that the revenue is
				both recognizable and collectible within the current period or soon enough
				thereafter to be used to pay liabilities of the current period.
(2) If the grantee or subgrantee presently
				maintains its accounting system on the cash basis, it must develop the
				necessary accrual information through analysis of pertinent documentation on
				hand. Appropriate worksheet entries can be made to convert the books of account
				under the cash basis to financial statement presentation under the accrual
				basis.
(3) Unbilled receivables
				arise when revenues have been recorded but the amounts (or portions thereof)
				cannot yet be billed pending receipt of the final notice of grant award.
				Unbilled receivables can specifically occur in relation to year-end U.S.
				Department of Agriculture (USDA) funding where the cost has been incurred, but
				billing cannot occur until authority for such reimbursement has been granted.
				Because such sums have been incurred, collection is assured and the amount is
				estimable, grantees and subgrantees should treat such costs as an unbilled
				receivable, with a related credit to revenues in the year in which such costs
				were incurred.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-24 - Program management

Current through July 10, 2024
The purpose of this section is to describe those policy
				  statements contained in the overall
Manual of Fiscal
				  Policies
pertaining to fiscal management, and to present a few
				  fiscal standards requiring clarification.
(a)
Use of Other Federal Funds for
				Match
For the local match portion, area agencies on aging may use
				  certain other Federal funding sources as authorized match. Such other Federal
				  funds as general revenue sharing funds, and Legal Services Corporation funding
				  may be used in this manner.
(b)
Program Development and
				Coordination
(1) In general, the
				Connecticut Department on Aging will not fund program development and
				coordination activities as a cost of supportive services, until it has first
				spent the federally approved level for Area Agency administration. In addition,
				Area Agencies shall utilize all state funds provided for Area Agency
				administration prior to applying for any program development and coordination
				funds. Moreover, the Connecticut Department on Aging and its area agencies on
				aging will, consistent with their budgeting cycles, submit the details of their
				proposals to pay for program development and coordination as a cost of
				supportive services to the general public for review and comment.
(2) Program development is defined as those
				activities which entail the planning and development of services that actually
				result in implementation of a new service approach or new program. Coordination
				entails those series of discussions and meetings with other agencies or groups
				which achieves the acceptance of any new service approaches or new programs.
				Activities that lead toward, but do not actually result in, new service
				approaches or programs should be considered area plan administration.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-25 - Conflict of interest/code of conduct

Current through July 10, 2024
To protect all personnel and safeguard the assets of agencies
				  in the Connecticut aging network, this section presents a code of conduct to
				  serve as a guide for area agencies on aging to adopt for procurement
				  matters.
(a)
Code of Conduct for
				Procurement Matters
Area agencies on aging shall adopt a written code of conduct
				  that is no less stringent than the following:
"No employee, officer, member of the Board of Directors or
				  agent of the area agency on aging shall participate in selection or in the
				  award or administration of a contract or competitively awarded grant supported
				  by Federal funds if a conflict of interest, real or apparent, would be
				  involved. Such a conflict would arise when: an employee, officer, member of the
				  Board of Directors, or agent; any member of his or her immediate family, his or
				  her partner, or an organization that employs, or is about to employ, any of the
				  above, has a financial or other interest in the organization selected for
				  award.
The area agency on aging's officers, employees, members of
				  the Board of Directors or agents shall neither solicit nor accept gratuities,
				  favors or anything of monetary value from contractors or potential contractors,
				  grantees or potential grantees, or parties to subagreements. Area agencies on
				  aging may set minimum rules where the financial interest is not substantial or
				  the gift is an unsolicited item of nominal intrinsic value, provided such level
				  is not above $25.00. To the extent permitted by State or local law or
				  regulations, such standards of conduct shall provide for penalties, sanctions
				  or other disciplinary actions for violation of such standards by the area
				  agency on aging's officers, members of the Board of Directors, employees or
				  agents, or by contractors or grantees or their agents."
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-27 - Property control

Current through July 10, 2024
This section presents rules for the definition, inventory and
				  disposition of equipment, furnishings and property.
(a)
Title to Equipment Acquired with
				Connecticut Department on Aging Funds
(1) For all nonexpendable, tangible personal
				property having a useful life of more than two years and an original
				acquisition cost of $500 or more per unit, and acquired with funds granted by
				the Connecticut Department on Aging, the area agency on aging should capitalize
				this equipment and depreciate it using the straight-line method over its useful
				life. The area agency on aging will also maintain an up-to-date listing of all
				such equipment and make it available to representatives of the Connecticut
				Department on Aging upon request.
(2) Area agencies on aging should maintain
				information on their subgrantees of all equipment acquired with funds granted
				by the Connecticut Department on Aging. This subgrantee information may be in
				the form of the original equipment purchase lists, periodic inventories or data
				maintained in a separate manual or automated database.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-28 - Procurement practices and contracting

Current through July 10, 2024
This section spells out the elements of a process for the
				  competitive award of contracts and grants, as well as the essential policies
				  under such a process.
A fundamental tenet of sound procurement practice is the
				  guarantee of open and free competition. In general, all purchases of goods and
				  services shall be based, where possible and practical, on competitive bids.
				  Evidence of competition, or documentation of the reasons for a lack of
				  competition, shall be maintained in the procurement and contracting records of
				  the agency.
(a)
Threshold for
				Competition
(1) As stated in Section
				17a-306-28(c),
				free and open competition should prevail in all awards-grant or contract-of
				over $5,000.
(2) Even when a
				small-purchase arrangement or a purchase order will be employed for purchases
				of $5,000 or less, competition among potential bidders or proposers should be
				sought to the maximum extent feasible. This can be achieved by telephone
				bids/quotes with written confirmation by the lowest, qualified bidder or by
				obtaining documented bids/quotes from all bidders/proposers.
(3) For minor, recurring purchases of under
				$100, grantees and subgrantees of the Connecticut Department on Aging should
				periodically test the comparability of alternative vendors' prices.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-30 - Cash requests, bank balances and check-handling procedures

Current through July 10, 2024
This section reviews the Connecticut Department on Aging's
				  rules on how to safeguard and handle cash to comply with the U.S. Governments's
				  rules in Treasury Circular 1075. In general, it is the policy of the
				  Connecticut Department on Aging to conform to the rules established by the U.S.
				  Government with regard to its letter-of-credit privileges.
(a)
Maximum Authorized Bank
				Balance
(1) General
Section 205.4 (a) of Treasury Circular 1075 states that "cash
				  balances should be limited to the minimum amounts needed and should be timed to
				  be incurred with actual, immediate cost requirements of the recipient
				  organizations in carrying out the purposes of the approval program." Title 31
				  Code of Federal Regulations 205.7 provides that recipients not demonstrating a
				  willingness or ability to establish procedures should be required to finance
				  their operations with their own capital.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-31 - Financial reporting

Current through July 10, 2024
The purpose of this section is to specify the Connecticut
				  Department on Aging's rules on the kind of financial reports to be submitted
				  and their due dates. The fiduciary responsibility of the report signer is
				  precisely defined.
(a)
Fiscal
				Reporting Requirements
(1) Area
				agencies on aging shall prepare and submit reports required by the Connecticut
				Department on Aging's General Letter on Fiscal Reporting Requirements, as
				amended.
(2) A Cash Transactions
				Report and an Outlays Report must be submitted for each fiscal year for which
				funds have not been closed out.
(3)
				All reports will be submitted as a package to the Business Management Division
				of the Connecticut Department on Aging with a duplicate of all reports
				submitted to the Community Services Division.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-32 - Substantiation of costs and allowable costs

Current through July 10, 2024
The purpose of this section is to integrate the various OMB
				  Circulars that describe the cost principles on the allowability, allocability
				  and reasonableness of costs and credits.
(a)
Participation in Statewide
				Automated MIS
(1) Area agencies on
				aging and all grantees and contractors under Title III programs are required to
				participate in the Statewide Automated MIS unless a waiver is approved by the
				Connecticut Department on Aging.
(2) Chargeback Rates for Participation in
				Statewide Automated MIS As a condition of receiving funds under its approved
				area plan, area agencies on aging will contribute their fair share of the cost
				of the Statewide Automated MIS based upon their proportion of the Federal share
				of total Title III funding.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-33 - Cost allocation plan

Current through July 10, 2024
In this section, the Connecticut Department on Aging
				  authorizes area agencies on aging to directly allocate their indirect costs and
				  describes how to accomplish this.
(a)
				Authorization for a Cost Allocation Plan for Reimbursement of Area Agency on
				Aging Indirect Costs
(1) Normally, nonprofit
				organizations or agencies elect to charge their programs directly for all costs
				except those identified as "supporting services" costs. These organizations
				usually separate their costs into two basic categories:
(A) "Program Services," which include direct
				functions such as community service activities, research, education and
				training; and
(B) "Supporting
				Services," which include general administration and general expenses, and fund
				raising expenses. These two expense groups are usually separately disclosed in
				the financial statements.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-35 - Line-item approvals

Current through July 10, 2024
This section sets forth the Connecticut Department on Aging's
				  rules on the control of expenditures against the approved budget.
(a)
Line-Item Controls on Approved
				Budgets
(1) Area agencies on aging will
				conform to the line-item budgets submitted and approved as part of the annual
				plan.
(2) In instances where the
				original estimates are no longer realistic or when an area agency anticipates
				exceeding any budgetary line item by more than 10% of the total of the
				budgetary line item or $500, whichever is greater, it should request, before
				the line item is exceeded, prior approval in writing for any such expenditures
				from the Connecticut Department on Aging.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-36 - Fiscal assessment of area agencies on aging and subgrantees

Current through July 10, 2024
This section presents the role of the Connecticut Department
				  on Aging and the responsibility of area agencies on aging in the fiscal
				  assessment of area agencies on aging and their subgrantees.
(a)
Annual Fiscal Assessment of Area
				Agencies on Aging
(1) The Connecticut
				Department on Aging is required to monitor the performance of grant-supported
				activities. More specifically, Section 307 (a) (8) of the Older Americans Act
				provides that the State agency will conduct periodic evaluations of activities
				and projects carried out under the State plan.
(2) The Connecticut Department on Aging will
				rely on two instruments as part of its comprehensive monitoring program.
(A) Fiscal assessment of all Connecticut
				Department on Aging-funded area agencies on aging.
(B) Annual audit and any follow-up
				thereto.
(3) The
				Connecticut Department on Aging will use both to assess an area agency on
				aging's progress on its annual plan and to monitor its follow-up on any
				diagnosed deficiencies.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-37 - Carry-over balance policies

Current through July 10, 2024
This section describes the Connecticut Department on Aging
				  requirements for reauthorization of carry-over balances and the timing of
				  spending down of prior year's funds.
(a)
Prior Approval to Obligate
				Carry-Over Funds
Carry-over funds may represent obligated, but unspent funds,
				  as well as funds not obligated at year end. For such funds to be available for
				  expenditure in a subsequent fiscal year, the Connecticut Department on Aging
				  must reauthorize, in the subsequent area plan, such funds for an area agency to
				  obligate and expend. Authority for such reauthorization of funds must be
				  requested by an area agency on aging. Approval of such carry-over funds will
				  only be granted by the Connecticut Department on Aging for specific uses and
				  for a delineated period of time.
(b)
First-In, First-Out Method for
				Spenddown of Federal Fund
In order to minimize the number of separate-year reportings,
				  area agencies on aging should, to the extent not inconsistent with the
				  applicable cost principles, spenddown and closeout prior year's funding before
				  spending down subsequent year's funds. In circumstances where implementation of
				  this policy is not feasible, the area agency on aging should request from the
				  Connecticut Department on Aging that any significant amounts of prior year's
				  obligated, but unspent funds be reauthorized in a subsequent
				  year.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 306 - Community Services Policy Manual for Title III Programs of the Older Americans Act › Manual of Fiscal Policies for Title III Programs of the Older Americans Act › Section 17a-306-40 - Miscellaneous

Current through July 10, 2024
This section covers those important topics of insurance,
				  release of information and privacy act maintenance not covered elsewhere in the
				  Manual of Fiscal Policies.
(a)
Minimum Insurance Requirements
In general, Attachment B of OMB Circulars A-102 and A-110 and
				  specifically Title 45 Code of Federal Regulations Subpart 74.15 provide that
				  "no additional bonding and insurance requirements, including fidelity bonds,
				  shall be imposed by the terms of the grant or subgrant." Separate rules are
				  imposed on projects involving construction and fidelity bond coverage. Thus,
				  while the Connecticut Department on Aging may not impose as policy any
				  additional requirements, the Department may make nonbinding suggestions that
				  its subrecipients might consider in determining the scope and level of their
				  insurance coverage, provided the costs of such insurance coverage are
				  reasonable.
(1) Types and Levels of
				Insurance
As a guideline, subrecipients of the Connecticut Department
				  on Aging should consider the following types and levels of insurance as
				  minimum, either for themselves and/or their subgrantees or subcontractors, in
				  their risk management programs:
(A)
Comprehensive liability
$1,000,000
(B)
Automobile for employees, volunteers, or
							 escorts
1,000,000
(C)
Fire and water damage
Coverage for all items with acquisition cost of
							 greater than $1,000
(D)
Directors' and officers' liability
$1,000,000 (with an adequate deductible
							 level)
(E)
Theft
Coverage for all items with acquisition cost of
							 greater than $1,000
(F)
Workers' compensation
To the extent required by state law
(G)
Product liability
Adequate coverage for weatherization contractors,
							 nutrition providers and caterers
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 345 - Connecticut Pharmaceutical Assistance Contract to the Elderly and the Disabled (ConnPACE) › Other Administrative Provisions › Section 17a-345-111 - Forms, handbooks and other materials (Repealed)

Current through July 10, 2024
For 2014 repeal, see
					 Sec.
					 54 of
					 Public
					 Act 14-187. (June 11,
					 2014)
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-1 - Scope and authority

Current through July 10, 2024
(a) This regulation
			 is issued pursuant to Subsection (b) of Section 17a-392 of the Connecticut
			 General Statutes, an act concerning a patient's right to certain information
			 prior to treatment by a physician, establishing the Connecticut Medicare
			 Assignment Program and a task force to develop a Catastrophic Health Coverage
			 Plan.
(b) This regulation shall
			 apply to all physicians licensed pursuant to Chapter 370 of the general
			 statutes, all applicants for and recipients of a Connecticut medicare
			 assignment card and all other eligible participants in the Connecticut Medicare
			 Assignment Program, and the Department.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-2 - Definitions

Current through July 10, 2024
As used in Section
				17a-392-1 to
				Section
				17a-392-14,
				inclusive:
(a) The
ACT
means Chapter 319a Connecticut General Statutes.
(b)
Applicant
means a person who
			 has applied for initial or continued participation in the program.
(c)
Application
means the forms
			 and other data submitted by an applicant which may be used by the department to
			 determine an applicant's eligibility to participate in the program.
(d)
Department
means the
			 Department on Aging.
(e)
Medicare
means the Federal program of health insurance pursuant to
			 Title XVIII of the Social Security Act of 1935, as amended.
(f)
Medicare Assignment Card
means the identification card issued pursuant to the act and these regulations
			 for the purpose of participation in the program.
(g)
Pace
means the
			 Pharmaceutical Assistance Contract to the elderly and disabled program
			 administered by the department pursuant to Chapter 319e Connecticut General
			 Statutes as amended.
(h)
Program
means the Connecticut Medicare Assignment Program
			 administered by the department pursuant to Chapter 319g Connecticut General
			 Statutes.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-3 - Eligibility: Residence

Current through July 10, 2024
(a)
Residence
			 criteria.
An applicant must have resided within Connecticut for a period
			 of at least 183 consecutive days immediately preceding the date the applicant's
			 application to participate in the program is received by the Department. The
			 applicant must have or intend to have a fixed place of abode in Connecticut
			 with the present intention of maintaining a permanent home in Connecticut for
			 the indefinite future. Included in this section are persons residing in
			 long-term care institutions located within Connecticut.
(b)
Documentation of Residence.
The burden of establishing proof of residence within Connecticut is on the
			 applicant. Copies of the following documents, citing the applicant's name and
			 address, may be submitted as such proof:
(1)
			 Social Security Administration Form 1099.
(2) A copy of the applicant's current Social
			 Security entitlement letter (SSA 2458).
(3) Landlord's records and rent receipts;
			 mortgage receipts.
(4)
			 Documentation of Property Tax Relief eligibility.
(5) A completed and signed federal income tax
			 return.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-4 - Eligibility: Medicare part B enrollment

Current through July 10, 2024
(a) To be eligible
			 for the program an applicant must be enrolled in Medicare Part B, and must
			 submit proof of such enrollment with any application for initial or continued
			 participation in the program.
(b)
			 Proof of an applicant's enrollment in Medicare Part B shall consist of one of
			 the following:
1. A Medicare enrollment
			 card;
2. A Social Security form
			 1099 showing premiums paid for Medicare Part B in the prior year;
3. An Explanation of Medicare Benefits for
			 Medicare Part B services, issued within the preceding 12 months.
4. A letter from the Department of Health And
			 Human Services attesting to eligibility issued within the preceeding 12 months;
			 or
5. Such other documentation, at
			 the discretion of the department, which may assist in verifying Medicare Part B
			 enrollment.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-5 - Eligibility: Income

Current through July 10, 2024
(a) To be eligible
			 for the program single applicants must have an annual income that does not
			 exceed one hundred fifty percent of the qualifying income level established for
			 PACE for single individuals by Section 17a-343 of the General Statutes, or as
			 may be increased in regulations of the Commissioner on Aging pursuant to that
			 Act.
(b) To be eligible for the
			 program married applicants must have a combined annual income that does not
			 exceed one hundred fifty percent of the qualifying income level established for
			 PACE for married persons by Section 17a-343 of the General Statutes, or as may
			 be increased in regulations of the Commissioner on Aging pursuant to that
			 Act.
(c)
1. Individuals who are legally married but
			 who live separate and apart, pursuant to a legal separation or separate
			 maintenance agreement or because one or both members of the couple is
			 permanently institutionalized, shall be subject to the qualifying income level
			 for single applicants.
2. Amounts
			 received by either spouse as separate maintenance shall be included as that
			 person's income for the purpose of the program.
3. The income of married couples where one or
			 both members reside in an institution will be apportioned to each spouse as it
			 would be under the regulations governing eligibility for benefits under Title
			 XIX of the Social Security Act in Connecticut (Medicaid).
4. The burden of proving qualification under
			 this subsection (c) shall be on the applicant.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-6 - Income inclusions

Current through July 10, 2024
(a) Income for the
			 program consists of adjusted gross income for purposes of federal income tax,
			 plus any other income not subject to federal taxation including, but not
			 limited to, the following:
(1) Wages, bonuses,
			 commissions, fees, lottery winnings, taxable portion of annuities, interest,
			 dividends, pensions (including Veteran's), net rent or proceeds from sales of
			 property, etc.
(2) Nontaxable
			 interest, including interest from tax exempt government bonds.
(3) Social Security or railroad retirement
			 income.
(4) Any other income,
			 including Supplemental Security Income, public assistance payments, and
			 excludable portion of dividends per Internal Revenue Service
			 Regulation.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-7 - Income: Declaration and proof

Current through July 10, 2024
(a) Each applicant
			 shall declare his or her total annual income for the calendar year immediately
			 preceding the year in which the applicant applies to participate in the
			 program.
(b) An applicant shall be
			 required to submit proof of income. This proof shall consist of a signed copy
			 of a Federal Income Tax Return, or, if no return is filed, bank statements
			 which show interest earned, statements received from trust accounts, dividend
			 earning statements, and statements from the Social Security administration
			 (Forms SSA 1099, SSA 2458) or a photocopy of a recent SSA check, or such other
			 documents, at the discretion of the department, which may assist in verifying
			 the type and amount of income.
(c)
			 If an applicant has experienced a reduction in income from that shown in the
			 prior years documentation and, as a result of such reduction, would be eligible
			 for the program, the applicant may submit such additional documentation in
			 support of the application as will accurately present his or her current
			 status.
(d) Except as provided in
			 subsection (c) of this section, income used to determine eligibility will be
			 that received by an applicant during the calendar year immediately preceding
			 the year in which an application or re-application is submitted.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-8 - Physician participation

Current through July 10, 2024
(a) A physician who
			 agrees to perform any Medicare-covered services for any individual who presents
			 either a Connecticut Medicare Assignment Card or a valid PACE identification
			 card and proof of enrollment in Medicare Part B, to the physician, physician's
			 staff, or hospital intake worker shall not charge or collect from such an
			 individual any amount in excess of the reasonable charge for that service as
			 determined by the United States Secretary of Health and Human Services pursuant
			 to Title XVIII of the Social Security Act, as amended. The term
			 "Medicare-covered services" as used in this section does not include either
			 types of services specifically excluded from Medicare coverage, or services for
			 which coverage limitations have been reached.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-9 - Participation. Term

Current through July 10, 2024
(a) Eligibility for
			 and participation in the program is established when a valid program
			 application is approved, and remains in effect until the expiration date stated
			 on the Connecticut Medicare assignment card, unless such card is revoked
			 earlier.
(b) A valid PACE
			 identification card together with proof of participation in Medicare Part B,
			 shall be treated as a Connecticut Medicare assignment card issued pursuant to
			 the act, for all purposes under the act and these regulations, until the
			 expiration date stated on the PACE card, and no person having a PACE
			 identification card shall be required to make separate application for a
			 Connecticut Medicare assignment card in order to obtain benefits under the
			 act.
(c) The eligibility effective
			 date and expiration date shall appear on the face of the Medicare Assignment
			 Card issued by the department to eligible applicants. Such expiration date
			 shall not extend beyond the second anniversary of the eligibility effective
			 date.
(d) A program participant may
			 request a redetermination of eligibility by completing and submitting an
			 application to the Department prior to the expiration date on his or her
			 Connecticut Medicare assignment card. Eligibility will continue without
			 interruption if an applicant completes and submits an application establishing
			 eligibility pursuant to the Act and these regulations at least 45 days prior to
			 the expiration date. If an application form establishing eligibility is not
			 submitted by that date, eligibility will be established upon the department's
			 approval of a later filed application.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-10 - Application process

Current through July 10, 2024
(a)
1. An applicant is responsible for completing
			 the application forms legibly and accurately, answering all questions fully,
			 and presenting to the department all necessary documentation in regard to
			 residence, income, and enrollment in Medicare Part B.
2. An applicant is also responsible for the
			 following:
i. Reading the certification and
			 authorization statement on the application form.
ii. Signing or marking the application
			 form.
iii. Obtaining the signature
			 or mark of the spouse, if the income of the spouse is included, and the
			 signature of the preparer, if any, on the application form.
iv. Submitting the completed application
			 forms to the Department.
v.
			 Assisting the department in securing evidence which corroborates the
			 applicant's statements when necessary.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-11 - Application by an agent

Current through July 10, 2024
(a) In those
			 instances where an applicant is adjudicated incompetent, the Department will
			 accept the court-appointed guardian, or other lawful representative, as an
			 authorized agent for the purpose of filing an application on behalf of the
			 applicant.
(b) In those instances
			 where an applicant is physically incapable of filing an application on his own
			 behalf, any one of the following persons duly designated by the applicant, or
			 any other lawful representative, may file an application on his or her behalf:
1. A close relative by blood or marriage,
			 such as a parent, spouse, son, daughter, brother or sister.
2. A representative payee designated by the
			 Social Security Administration.
3.
			 A representative of a public/private social service agency of which the
			 applicant is a client, who has been designated by the agency to so
			 act.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-12 - Certification

Current through July 10, 2024
The applicant must certify that all of the answers to the
				questions and items on the application form are true and accurate to the best
				of the applicant's knowledge. This certification shall be dated, signed, or
				marked by the applicant and spouse, if the income of the spouse is included,
				and the preparer of the form, if other than the applicant, before the
				application can be processed.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-13 - Prohibited acts. Penalties

Current through July 10, 2024
(a) No person shall
			 make or cause to be made a false statement or misrepresentation of a material
			 fact in any application or other documentation submitted to the department, or
			 to any physician from whom services are sought under the provisions of the act
			 or these regulations.
(b) No person
			 shall attempt to secure for himself or for another person any benefit under the
			 act or these regulations by concealing or failing to disclose information which
			 would result in the rejection of an application for eligibility for the
			 program.
(c) The Department may
			 revoke and demand the immediate surrender of any card which has been issued
			 based on a violation of the conditions stated in (a) or (b) above. No person
			 shall fail to surrender a Connecticut Medicare assignment card to the
			 department, immediately, upon request by the department to do so.
(d) Nothing herein contained shall be deemed
			 either to create a right of action or to limit any right of action which a
			 physician may have, against any individual who has improperly received benefits
			 under the act or these regulations.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 392 - A Patient's Right to Certain Information Prior to Treatment by a Physician, Establishing the Connecticut Medicare Assignment Program and a Task Force to Develop a Medicare Supplementary Catastrophic Health Coverage Plan › Section 17a-392-14 - Appeals

Current through July 10, 2024
(a) Any applicant who has submitted a
			 complete application, including all required documentation, and been denied
			 participation in the program, may file a written appeal of the denial with the
			 Department within fifteen (15) days of the date the denial letter was issued by
			 the Department. Any such written appeal shall include a statement explaining
			 why a denial should not have been issued.
(b) The Department will respond to any appeal
			 request made in accordance with this section within fifteen (15) days of its
			 filing.
Connecticut Administrative Code › Title 17a - Social and Human Services and Resources › 451(c) - Personal Data › Section 17a-451(c)-1 - Definitions

Current through July 10, 2024
As used in Sections
				17a-451(c)
				-1 to 17a-451 (c)-5, inclusive:
(a)
			 "Category of personal data" means the classifications of personal information
			 set forth in the Personal Data Act, Conn. Gen. Stat. Sec.
			 4-190(9),
			 as may be amended from time to time.
(b) "Department" means the Department of
			 Mental Health and its divisions and facilities as defined in Conn. Gen. Stat.
			 Sec.
			 17a-450(a)
			 and (b), as may be amended from time to time,
			 the Regional Offices, and the Commissioner and her/his designees.
(c) "Other data" means any information which
			 because of name, identifying number, mark or description can be readily
			 associated with a particular person.
(d) "Patient/Client" means any individual who
			 is receiving treatment or service(s) or who has received treatment or
			 service(s) in/through any facility operated by the Department of Mental Health,
			 either directly or under contract, or in/through a grantee agency of the
			 Department of Mental Health or who has requested information regarding
			 treatment or services.
(e)
			 Definitions contained in Conn. Gen. Stat. Sec.
			 4-190, as may be
			 amended from time to time, shall apply to these regulations.