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QUESTION: We are having ongoing issues with guardians for whose loved one’s we’re rep payee. Does anyone have guidelines that they offer to the guardians of clients in regard to reimbursement for purchases for clients, separation of responsibilities between guardian and rep payee, etc.? When I first started we had a couple people (not even guardians spending clients’ money and asking for reimbursement), since we have went to debit cards I have instructed staff to give the client their cards when they go shopping or on overnights with guardians/parents. I have very little reimbursement to guardians. I have also suggested to guardians that want to control the money that they are more than welcome to apply to become payee in a very nice way. They can also ask for the guardians to submit a request prior to spending so that they can confirm that the expense will be covered. We have client, and family, guardians, advocates, whomever, sign upon admission. Sample: Admission Agreement Our agency has set up an actual accounting system for the rep-payee funding sources for their revenue and expenses. In doing so we are able to generate an individual income statement showing a summary of income and expenses for the different categories like groceries, cable, rent and so forth. Then we also produce a detail general ledger which shows detail expenditures for instance Walmart purchases, date and brief notation of office supplies, clothing, food and so forth. We do this for both supported living and group home clients, of course very little transactions for group home because we have the actual home operating account. We send out the income statements and general ledger reports to all our Q’S for documentation in the home client books for multiple reviews, also send copies to guardians and case managers for review. This enables inquiries for particular expenditures that we can then pull out receipts based on the inquiries/questions. We also set up scheduling for case managers to review the client finance files on site so we can identify purchases more closely, make copies or just for auditing. This information is a compilation of suggestions, ideas, and opinions shared by INARF Members in response to the featured question. This information should not be considered official interpretation or guidance of State or Federal Policy. Additionally, statements within this document do not necessarily reflect an official position or opinion of INARF.