Iowa Administrative Code › Agency 17 - Aging, Department On › Chapter 22 - Office of Public Guardian › Rule 17-22.2 - Definitions

Current through Register Vol. 47, No. 3, July 24, 2024
Words and phrases used in this chapter are as defined in
				17-Chapter 1 unless the context indicates otherwise. The following definitions
				also apply to this chapter:
"Assessment"
means a comprehensive, in-depth
				evaluation to identify an individual's current situation, ability to function,
				strengths, problems, and care needs in the following major functional areas:
				physical health, medical care utilization, activities of daily living,
				instrumental activities of daily living, mental and social functioning,
				financial resources, physical environment, and utilization of services and
				support.
"Case opening"
means the internal
				administrative process used by the local office in establishing a temporary or
				ongoing case, including, but not limited to: collecting and reviewing necessary
				financial, legal, medical or social history information pertaining to the
				consumer or the consumer's estate; opening bank or other financial accounts on
				the consumer's behalf; assigning staff to perform public guardianship
				responsibilities for the consumer; collecting and receiving property of the
				consumer; creating files, summaries and other documents necessary for the
				management of the consumer or the consumer's estate; and any other activities
				related to preparing for and assuming the responsibilities as a public
				guardian.
"Consumer"
as used in this chapter means any
				individual receiving public guardianship services.
"Court"
means the probate court having
				jurisdiction over the consumer.
"Department"
means the department on aging
				established in Iowa Code section
				231.21.
"Estate"
means all property owned by the
				consumer including, but not limited to: all cash, liquid assets, furniture,
				motor vehicles, and any other tangible personal and real property.
"Fee"
or
"fees"
means any
				costs assessed by the state office against a consumer for public guardianship
				services, including monthly fees or a one-time case-opening fee for
				establishment of a case.
"Financial hardship"
means a living consumer
				who has a total value in liquid assets below $6,500; or the consumer's estate
				proving otherwise inadequate to obtain or provide for physical or mental care
				or treatment, assistance, education, training, sustenance, housing, or other
				goods or services vital to the well-being of the consumer or the consumer's
				dependents.
"Inventory"
means a detailed list of the
				estate.
"Liquid assets"
means the portion of a
				consumer's estate comprised of cash, negotiable instruments, or other similar
				property that is readily convertible to cash and has a readily ascertainable
				fixed value, including but not limited to: savings accounts, checking accounts,
				certificates of deposit, money market accounts, corporate or municipal bonds,
				U.S. savings bonds, stocks or other negotiable securities, and mutual fund
				shares.
"Local office"
means a local office of public
				guardian.
"Localpublic guardian"
means an individual
				under contract with the department to act as a guardian, conservator, or
				representative payee.
"Netproceeds"
means the value of the property
				at the time of sale minus taxes, commissions and other necessary
				expenses.
"Program"
means the services offered by the
				office of public guardian.
"Public guardian"
means the state public
				guardian or a local public guardian.
"Record"
means any information obtained by the
				state or local office in the performance of its duties.
"State office"
means the state office of
				public guardian.
"State public guardian"
means the
				administrator of the state office of public guardian.