PURPOSE: This rule sets jorth the information which must be submitted by an agency in order to be approued by the to be a sponsoring Diuision of Aging agency in the OVSB program and to delineate the roles and responsibilities of an agency. (1) Approval Process.

1. (A) In order to be approved by the director to be a sponsoring agency in the Older Volunteer Service Bank (OVSB) program, an agency shall submit a proposal to the division which contains, at a minimum, the following information:

   1. 1. Name, address and contact person of

the agency;

1. 2. Explanation of the organizational

structure of the agency and how the OVSB project will fit into the operation of the agency including, but not limited to:

1. A. A plan for recruiting and assigning

volunteers; and

1. B. An explanation of how the organi-

zation plans to work with other community service and health agencies in obtaining referrals for service:

1. 3. Volunteer training plan in accordance

with 13 CSR 15.3.030(4); 13 CSR 15-3 ,

m

1. 4. Copy of liability insurance policy

covering volunteers in the program. If a copy of the policy is not available at the time of submission of the proposal, a note should be included indicating planned coverage and the name of the insuring agency. Final approval of the agency will not be given, however, without a copy of the policy;

1. 5. Assurance that volunteers will adhere

to the Code of Ethics as given in 13 CSR 15-3.030151 and aualitv assurance method: and

1. 6. Cbhtrib&on policy in accordancewith

13 CSR 15.3.020(51.

1. (B) Upon reckipt of a proposal from an agency, the director or his/her designee will review the material for completeness and determine whether or not all elements are covered in accordance with requirements set forth in this chapter.
2. (C) If the proposal is complete and all conditions are met, the director and a representative from the agency shall sign an agreement which delineates the roles and responsibilities of both the agency and the division. This agreement shall be subject to cancellation without cause by either party provided there is at least thirty (30) days’ prior notice given.

1. (2) A sponsoring agency shall be either-

   1. (A) An independently approved agency which recruits and trains volunteers, evaluates and screens requests for service, matches volunteers with appropriate beneficiaries, handles recordkeeping, reports volunteer hours to the division and provides on-going supportandassistancetovolunteers and those being served;
   2. (B) An agency which is part of a local or regional consortium of agencies, each approved by the division but each responsible for certain aspects of the program’s operation in that area--with the responsibilities defined as part of the agency’s proposal for approval by the division; or
   3. (C) An umbrella agency with one (1) or more satellite organizations or agencies, known as participating agencies, which are under its sponsorship, each of which is able to handle someaspect oftheprogram suehasgenerating volunteers and submitting hours, training volunteers, matching volunteers and recipients and supervising volunteers.
2. (3) If a sponsoring agency is an umbrella agency, it shall have a written agreement with the participating agencies which are coope rating with it. The agreement shall outline in detail the roles and responsibilities of each agency; shall be dated and signed by the directors of each agency; and a copy of the signed agreement shall be submitted to the division within ten (IO) days of signing. m 13 CSR15-3-SOCIALSERVICES
3. (4) A sponsoring agency shall have the following responsibilities, either directly or through participating agencies, or in cooperation with a consortium of agencies:
4. (A) Recruiting, training and registering volunteers;
5. (B) Taking requests for service and registering recipients and contacting the caregiver within at least two (2) working days to discuss options and explain the role of volunteers;
6. (C) Matching volunteers and recipients either directly or by giving names of trained volunteers to the recipient or family member to interview and choose the volunteer independently;
7. (D) Maintaining contact with volunteers by offering continuing training and support;
8. (E) Maintaining contact with recipients to assure satisfaction with assistance received; and
9. (F) Submitting time reports of hours served by volunteers to the division for entry int,o the volunteer’s bank account and maintaining supporting documentation for time submitted. Time shall be submitted to the division in whole or one-half (l/Z) hour “nits and within two (2) months of the volunteer service.
10. (5) A sponsoring agency shall choose one (1) of the following systems for handling program contributionsandvolunteersshall beinformed of the policy in their initial and on-going training:
11. (A) The agency will neither solicit contributions nor inform service recipients of the opportunity to contribute and will not accept contributions;
12. (B) The agency will neither solicit contribp tions nor inform service recipients of the opportunitytocontribute; however,unsolicited contributions will be accepted and a policy for handling contributions will be developed; or
13. (C) The agency will inform the respite care recipient of the opportunity to contribute. Methods of providing information to the recipient may include distribution of contribution envelopes, sending a contribution letter to service recipients no more often than every six (6) months or publishing the agency’s contributions policy in agency newsletters.
14. (6) Each sponsoring agency shall have comprehensive written policies and procedures to protect the confidentiality of ihformation. Screening and recordkeeping procedures shall be developed that will ensure that no information about an older person involved in the OVSB program is disclosed by the agency in a form that identifies the person without informed consent of the person or of his/her legal representative unless the disclosure is required by court order or for program monitoring by authorized state personnel. Policies shall cover, at a minimum, the following:
15. (A) The physical safeguarding of all records;
16. (B) Who should have access to what and under what circumstances;
17. (C) Special policies regarding volunteer records and related materials;
18. (D) Protection of records of current and inactive service recipients;
19. (E) Retention and destruction of records;
20. (F) The handling of disclosures by phone;
21. (G) Disclosures when making transfers to other agencies; and
22. (H) Clear and concise lines of authority for clearance or interpretation of the policy.
23. (7) Records related to provision ofservice shall be maintained for at least three (3) years after the last date of service.
24. (8) No income tests shall be used to determine the need for services.
25. (9) Insurance.
26. (A) Insurance coverage shall address, at a minimum, liability for theagencyand liabiiity coverage for the volunteer. Insurable interests at issue are injury to the volunteer, injury to the recipient, property damage and professional liability for the training and supervision of the volunteers.
27. (B) A sponsoring agency may require an OVSB volunt,eer or recipient to sign a waiver of liability form related to consequential damages.

28. (C) The division shall have no direct relationship to volunteers and shall assume no liability for their actions.

    Auth: sections 208.300-208.305, RSMo (S!Lpp. 1987). Original rule filed Sept. 15, 1988, effect& Jan. 27,1989.

13 CSR 15-3.030Volunteers PURPOSE: This rule sets forth the requirements to be a volunteer eligible to receive seruiee credits or to donate credit to a beneficiary, the training requirements and the code of ethics.

1. (1) In order to be eligible to receive service credits as a volunteer in the Older Volunteer Service Bank program, a person shall contact an approved OVSB sponsoring agency (or a participating agency), complete registration forms, agree to whatever background checks are required by that agency, attend the volunteer training program developed by the agency in accordance with 13 CSR 15.3.020(3), agree to follow the code of ethics as outlined

   CODEOFSTATEREGULATlONS Division 154ivision of Aging

in 13 CSR 15.3.030(5), maintain recipient and caregiver confidentiality and sign a waiver of liability form if required by the sponsoring C@“CY.

1. (2) Types of Volunteers.

   1. (A) Volunteers who are sixty (60) years of age and over shall be eligible to receive credits on an hour-for-hour basis for the time they volunteer: however, these shall be for their own use in the future either as a recipient or as a caregiver or they can donate their service credits to a beneficiary either directly or through a designated agency or organization for the use of a member over the age of sixty (6’3.
   2. (B) Volunteers who are under the age of sixty (60) (donors) shall be eligible to receive credits on an hour-fophour basis for the time they volunteer. These shall be donated to a beneficiary named at the time of registration.

2. (3) Donating Credits.

   1. (A) If a volunteer sixty (60) years of age or older chooses to name a beneficiary rather than accumulate credits in his/her own name, s/he shall indicate this at the time of w&istration, giving the name of the person or organization and waiving all rights to personal redemption of credits.
   2. (B) If an individual volunteer, either one who is sixty (60) years of age or older or one who is younger than sixty (60), chooses to change the name of his/her beneficiary or, for those sixty (60) and over, begins to accumulate credits in his/her own name, this shall be indicated in writing to the division and to the sponsoring agency. S/he shall complete a new registration form to be submitted to the division. That change can be made only once a year.

3. (4) Training of Volunteers

   1. (A) A minimum of six (6) hours of training shall normally be provided to each volunteer prior to registration of the volunteer to provide respitecare.Inemergencysit”ations, however, with prior approval of the division, the sponsoringagencymayallowavolunteer, who is personally known to the recipient or his/ her caregiver to provide service and receive credit after being given an abbreviated individualized training session focusing particuiariy on the code of ethics, emergency protocol, activities which can and cannot be performed and procedures for reporting hours. This emergency service cannot exceed thirty

4. (30) days and during that time the volunteer shall complete the full training. (Bl The training program shall cover the following topics: -

   1. 1. Psychological and physical aspects of

ati”%;

(V89) Ray 0. Blunt semtary Of state

1. 2. Grief and bereavement issues;
2. 3. Impact of caregiving;
3. 4. Code of ethics;
4. 5. Emergency protocol and emergency

medical resources;

1. 6. Activities which can and cannot bt

performed;

1. I. Recordkeeping and reporting hours;
2. 8. Alzheimer’s disease and behavior man-

agement;

1. 9. Communication skills; and
2. 10. Community resources and referrals.
3. (C) Following the initial training, all registered volunteers shall attend at least one (I) two @-hour in-service session each year.

1. (5) Code of Ethics.

   1. (A) Volunteers shall receive information regarding the code of ethics from the sponsoring “I participating agency responsible for training and shall sign an agreement to follow the code while participating in the OVSB program. (Bi The code of ethics is as follows:

      1. i. OVSB volunteers shall NOT:

         1. A. Use the service recipient’s car;
         2. B. Use the service recipient’s telephone

for personal calls;

1. C. Attempt to impose their own per-

sonal problems, religious beliefs or political beliefs on the service recipient;

1. D. Solicit or accept nmney, gifts or tips

from the service recipient;

1. E. Bring friends or relatives to the

service recipient’s home;

1. F. Consume alcoholic beverages or use

medicine or drugs for any purpose, other than medical reasons, in the service recipient’s home “I prior to service delivery; and

1. G. Breach the service recipient’s pri-

vacy “I confidentiality;

1. 2. OVSB volunteers SHALL NOT con-

sume the service recipient’s food or drink or smoke in the service recipient’s home unless prior approval has been given by BOTH the \ sponsoring agency supervisor and the family caregiver. Documentation of this agreement shall be made by the supervisor; and

1. 3. OVSB volunteers may eat their per-

sonal mealin theservicerecipient’s homesand use the service recipient’s bathroom facilities.

Auth: sections 208.300-208.305, RSMo iSupp. 1987). Original rule filed Sept. 15, 1986, &ctiue Jan. 27, 1989.