Authority: IC 12-9.1-2-3; IC 12-10-7-7

Affected: IC 12-10-7-8; IC 29-3

Sec. 7. The provider shall perform the following duties:

1. (1) Provide adequate physical security of confidential data.
2. (2) Maintain a file for each protected person that documents any and all actions taken.
3. (3) Participate in contract performance reviews as requested by BAIHS.
4. (4) Develop program guidelines, policies, and procedures that conform to all applicable state and federal laws and BAIHS policies.
5. (5) Keep records and make reports as required by BAIHS and the court.
6. (6) Recruit and train appropriate volunteers as guardian assistants.
7. (7) Provide guidance and oversight to guardian assistants in the performance of their assigned duties.
8. (8) Recruit attorneys to provide legal services necessary to obtain guardianship services, preferably on a pro bono or reduced fee basis.
9. (9) Assist attorneys, as appropriate, in preparing material for legal presentation to the court.
10. (10) Assess each referred person to determine eligibility for guardianship or least restrictive services.
11. (11) Assure active participation of the adult guardianship services committee in determining the necessity of a guardianship or least restrictive service for each assessed individual.
12. (12) Perform all duties in accordance with IC 29-3 and any court order.
13. (13) Assess each recipient's income and disburse payment as appropriate for recipients receiving representative payee services.
14. (14) Maintain a separate account for each recipient whose funds are handled by the provider.
15. (15) Perform tasks associated with handling recipient funds in a manner that assures provider fiscal accountability.
16. (16) Monitor and evaluate all program activities on an ongoing basis.

(Division of Aging; 455 IAC 1-6-7; filed Jul 25, 1995, 12:00 p.m.: 18 IR 3396; readopted filed Oct 1, 2001, 3:38 p.m.: 25 IR 528; readopted filed Nov 30, 2007, 4:47 p.m.: 20071226-IR-460070733RFA; readopted filed Nov 15, 2013, 3:22 p.m.: 20131211-IR-455130453RFA; readopted filed Nov 13, 2019, 11:55 a.m.: 20191211-IR-455190488RFA; readopted filed Oct 8, 2025, 3:16 p.m.: 20251105-IR-455240503RFA) NOTE: Transferred from the Division of Disability and Rehabilitative Services (460 IAC 1-5-7) to the Division of Aging (455 IAC 1-6-7) by P.L.153-2011, SECTION 21, effective July 1, 2011.