Iowa Administrative Code › Agency 441 - Human Services Department › Title III - Mental Health › Chapter 25 - Disability Services Management › Rule 441-25.11 - Definitions

Current through Register Vol. 47, No. 3, July 24, 2024
"Access point"
means a provider, public or
				  private institution, advocacy organization, legal representative, or
				  educational institution with staff trained to complete applications and guide
				  individuals with a disability to needed services.
"Assessment and evaluation"
means the same
				  as defined in rule 441-25.1 (225C).
"Assistive technology account"
means funds
				  in contracts, savings, trust or other financial accounts, financial
				  instruments, or other arrangements with a definite cash value that are set
				  aside and designated for the purchase, lease, or acquisition of assistive
				  technology, assistive technology services, or assistive technology devices.
				  Assistive technology accounts must be held separately from other accounts.
				  Funds must be used to purchase, lease, or otherwise acquire assistive
				  technology services or devices for a working individual with a disability. Any
				  withdrawal from an assistive technology account other than for the designated
				  purpose becomes a countable resource.
"Authorized representative"
means a person
				  designated by the individual or by Iowa law to act on the individual's behalf
				  in specified affairs to the extent prescribed by law.
"Cash flow"
means the same as "ending fund
				  balance."
"Chief executive officer"
means the person
				  chosen and supervised by the governing board who serves as the single point of
				  accountability for the mental health and disability services region and whose
				  responsibilities include, but are not limited to, planning, budgeting,
				  monitoring county and regional expenditures, and ensuring the delivery of
				  quality services that achieve expected outcomes for the individuals
				  served.
"Choice"
means the individual or authorized
				  representative chooses the services, supports, and goods needed to best meet
				  the individual's goals and accepts the responsibility and consequences of those
				  choices.
"Clear lines of accountability"
means the
				  structure of the governing board's organization makes it evident that the
				  ultimate responsibility for the administration of the non-Medicaid-funded
				  mental health and disability services lies with the governing board and that
				  the governing board directly and solely supervises the organization's chief
				  executive officer.
"Community"
means an integrated setting of
				  an individual's choice.
"Conflict-free case management"
means there
				  is no real or seeming incompatibility between the case manager's other
				  interests and the case manager's duties to the individual served and includes
				  case management separate from direct service provision; eligibility
				  determination for services; establishment of funding levels for the
				  individual's services; and requirements that prohibit the case manager from
				  performing evaluations, assessments, and plans of care if the case manager is
				  related by blood or marriage to the individual or any of the individual's paid
				  caregivers or persons financially responsible for the individual or empowered
				  to make financial or health-related decisions on behalf of the
				  individual.
"Coordinator of children's behavioral health
				  services"
means a member of the regional administrative entity staff
				  who meets the requirements described in Iowa Code section
				  225C.57(3)
"b"
and is responsible for coordinating behavioral health
				  services for children.
"Coordinator of mental health and disability
				  services"
means a member of the regional administrative entity staff
				  who meets the requirements described in Iowa Code section
				  225C.57(3)
"b"
and is responsible for coordinating mental health and
				  disability services for adults.
"Countable household income"
means earned
				  and unearned income of the family of a child according to the modified adjusted
				  gross income methodology.
"Countable resource"
means real or personal
				  property that has a cash value that is available to the owner upon disposition
				  and is capable of being liquidated.
"Countable value"
means the equity value of
				  a resource, which is the current fair market value minus any legal debt on the
				  item.
"County of residence"
means the same as
				  defined in Iowa Code section
				  225C.61.
"Department"
means the department of health
				  and human services.
"Director"
means the director of health and
				  human services.
"Disability services"
means the same as
				  defined in Iowa Code section
				  225C.2.
"Emergency services"
means the same as
				  defined in 441-subrule 24.4(15).
"Empowerment"
means that the service system
				  ensures the rights, dignity, and ability of individuals and their families to
				  exercise choices, take risks, provide input, and accept responsibility.
"Encumbered"
or
"encumbrances"
means regional commitments related to
				  obligations or contracts as defined in subrule 25.13(6).
"Ending balance limitation"
means the
				  percentage limit allowable by state law that a region's ending fund balance can
				  exceed actual expenditures for the previous fiscal year.
"Ending balance threshold"
means the same as
				  defined in Iowa Code section
				  225C.7A.
"Ending fund balance"
means the amount of
				  residual funds remaining in a region's combined account at the conclusion of a
				  fiscal year after the region has met the financial obligations for
				  implementation of its regional service system management plan.
"Exempt resource"
means a resource that is
				  disregarded in the determination of eligibility for public funding assistance
				  and in the calculation of client participation amounts.
"Federal poverty level"
means the most
				  recently revised annual poverty income guidelines published in the Federal
				  Register by the United States Department of Health and Human Services.
"Homeless person"
means the same as defined
				  in Iowa Code section 48A.2.
"Household"
means, for an individual who is
				  18 years of age or over, the individual, the individual's spouse or domestic
				  partner, and any children, stepchildren, or wards under the age of 18 who
				  reside with the individual. For an individual under the age of 18, "household"
				  means the individual, the individual's parents (or parent and domestic
				  partner), stepparents or guardians, and any children, stepchildren, or wards
				  under the age of 18 of the individual's parents (or parent and domestic
				  partner), stepparents, or guardians who reside with the individual.
"Income"
means all gross income received by
				  the individual's household, including but not limited to wages, income from
				  self-employment, retirement benefits, disability benefits, dividends,
				  annuities, public assistance, unemployment compensation, alimony, child
				  support, investment income, rental income, and income from trust funds.
"Individual"
means any person seeking or
				  receiving services in a regional service system.
"Individualized services"
means services and
				  supports that are tailored to meet the personalized needs of the
				  individual.
"Judicial system"
means the same as
				  described in Iowa Code section
				  602.1102.
"Law enforcement"
or
"law
				  enforcement representative"
means the same as "law enforcement
				  officer" as defined in Iowa Code section
				  80B.3(3), or
				  state and local correctional officers, and community-based corrections
				  personnel.
"Liquid assets"
means assets that can be
				  converted to cash in 20 days. Liquid assets include but are not limited to cash
				  on hand, checking accounts, savings accounts, stocks, bonds, cash value of life
				  insurance, individual retirement accounts, certificates of deposit, and other
				  investments.
"Managed care"
means a system that provides
				  the coordinated delivery of services and supports that are necessary and
				  appropriate, delivered in the least restrictive settings and in the least
				  intrusive manner. Managed care seeks to balance three factors: achieving
				  high-quality outcomes for participants, coordinating access, and containing
				  costs.
"Managed system"
means a system that
				  integrates planning, administration, financing, and service delivery. The
				  system consists of the financing or governing organization, the entity
				  responsible for care management, and the network of service providers.
"Management organization"
means an
				  organization contracted to manage part or all of the service system for a
				  region.
"Medical savings account"
means an account
				  that is exempt from federal income taxation pursuant to Section 223 of the U.S.
				  Internal Revenue Code (26
				  U.S.C. §
										223) (January 5, 2023) as
				  supported by documentation provided by the bank or other financial institution.
				  Any withdrawal from a medical savings account other than for the designated
				  purpose becomes a countable resource.
"Mental health professional"
means the same
				  as defined in Iowa Code section
				  228.1(7).
"Modified adjusted gross income"
means the
				  methodology prescribed in 42
				  U.S.C. Section 1396a(e) (14)
				  and 42 CFR
				  435.603 (October 1, 2022).
"Non-liquid assets"
means assets that cannot
				  be converted to cash in 20 days. Non-liquid assets include, but are not limited
				  to, real estate, motor vehicles, motor vessels, livestock, tools, machinery,
				  and personal property.
"Population"
means the same as defined in
				  Iowa Code section 225C.55.
"Provider"
means an individual, firm,
				  corporation, association, or institution which is providing or has been
				  approved to provide medical assistance, is accredited under 441-Chapter 24,
				  holds a professional license to provide the service, is accredited by a
				  national insurance panel, or holds other national accreditation or
				  certification.
"Region incentive fund"
means the same as
				  defined in Iowa Code section
				  225C.7A.
"Regional administrator"
or
"regional administrative entity"
means the administrative
				  office or organization formed by agreement of the counties participating in a
				  mental health and disability services region to function on behalf of those
				  counties.
"Regional service growth factor"
means the
				  same as defined in Iowa Code section
				  225C.7A.
"Regional service fund"
means the mental
				  health and disability regional service fund created in Iowa Code section
				  225C.7A.
"Regional service system management plan"
means the regional service system plan developed pursuant to Iowa Code section
				  225C.60 for the funding and
				  administration of non-Medicaid-funded mental health and disability services and
				  includes an annual service and budget plan, a policies and procedures manual,
				  and an annual report and how the region will coordinate with the department in
				  the provision of mental health and disability services funded under the medical
				  assistance program.
"Resources"
means all liquid and non-liquid
				  assets that are owned in part or in whole by the individual household, that
				  could be converted to cash to use for support and maintenance, and that the
				  individual household is not legally restricted from using for support and
				  maintenance.
"Retirement account"
means any retirement or
				  pension fund or account listed in Iowa Code section
				  627.6(8)
"f."
"Retirement account in the accumulation
				  stage"
means a retirement account into which a deposit was made in the
				  previous tax year. Any withdrawal from a retirement account becomes a countable
				  resource.
"Service system"
refers to the mental health
				  and disability services and supports administered by the regional
				  administrative entity and paid from the regional services fund.
"State case status"
means the standing of an
				  individual who has no county of residence.
"State commission"
means the same as defined
				  in Iowa Code section 225C.5.
"System of care"
means the coordination of a
				  system of services and supports to individuals and their families that ensures
				  they optimally live, work, and recreate in integrated communities of their
				  choice.
"System principles"
means practices that
				  include individual choice, community and empowerment.