644-40204-4900-0400 MMU

The Illinois Volunteer Money Management Program (IVMMP) provides both bill payer and representative payee services to older adults and adults with disabilities who have difficulty managing their personal household finances. Trained volunteers assist participants with balancing their check books, paying bills, opening mail, applying for benefits, etc.

N/A

Public Act 81-202 Community Care Program (CCP)

Administrative Rule: Section 240.100 Department Prerogative Other programs or demonstration projects may be funded by the Department on a pilot basis. Such other programs or demonstration /research projects shall be funded for the purpose of providing alternatives to institutional care; permitting equal access to Community Care Program services; evaluations the impact of the program; or for the other purposes designated by the Department is the best interest of the Community Care Program.

The Illinois Volunteer Money Management is a protective service that assists low income older persons and individuals age 18-59 with an active APS case who have difficulty managing their personal household budgets, paying bills, keeping track of banking records, intervening with creditors, completing medical forms, and handling other issues related to personal finances.

Yes

Applicants participating in this program are required to coordinate with their local Care Coordination Units (CCUs) who determine CCP and IVMMP eligibility and refer CCP participants to IVMMP. Applicant agrees to provide service to individuals eligible for CCP service in the geographic area noted on their application and approved by the Department. Applicant agrees to follow the IDOA IVMMP Manual. Applicant agrees to meet the provider criteria under the Illinois Grant Accountability and Transparency Act (GATA). Applicant agrees to obtain their own insurance to protect the participant funds. Applicant agrees to develop a Money Management Advisory Council to discuss and provide feedback on ongoing Money Management Program concerns. Applicant develop their individualized training curriculum to train their staff and volunteers on the Money Management Program and follow Department guidelines. Applicant agrees to be responsible for the Recruitment, Orientation, Training, Matching and Monitoring of the Volunteers. Applicant agrees to follow the Social Security Administration rules for Representative Payees. Applicant agrees to have a designated IVMMP Coordinator for the program. Applicant agrees to accept to accept IDOA's payment based on IDOA fixed unit rate of reimbursement per unit. Applicant agrees to submit to IDOA by the 15th of each month a Vendor Request for Payment (VRFP) for all authorized services rendered under the agreement in the proceeding month in the form prescribed by IDOA. Applicant agrees to keep confidential all records and other information maintained by the applicant about persons receiving services under the agreement. Applicant agrees that all program records, case notes, reports, related information and documentation including participant files, which are generated as a result of this agreement shall considered IDOA property.

Other;

Applicants participating in this demonstration project are required to follow the IVMMP Program Manual.

Beneficiaries must be Community Care Program (CCP) Participants or have a substantiated APS case and meet program requirements. The eligibility criteria for Senior Companion Services are the same as for CCP. Participants must be 60 years of age or older, be a U.S. citizen or legal alien, be an Illinois resident, have non-exempt assets under $17,500, score 29 points on the Determination of Need (DON) and apply for Medicaid. Beneficiaries aged 18-59 and older adults must have a substantiated APS case and meet asset eligibility.

Cooperative Agreements

Human Services

Applicants participating in this demonstration program must be a CCP provider.

N/A

Applicants must complete an IVMMP provider application and meet criteria under the Illinois Grant and Transparency Act (GATA).

Applicants will be selected based on geographical open areas where we currently do not have the IVMMP services available.

Once an applicant is approved as an IVMMP provider, a fee for service agreement will be executed.

07/01/2022

60-90 days

Refer to https://www.ilga.gov/commission/jcar/admincode/089/089002400D04000R.html

Agreements are subject to extensions.

N/A

IVMMP assists low income older persons and individuals age 18-59 with a substantiated APS case who have difficulty managing their personal household budgets by providing Representative Payee and Bill Payer Services. Services include: Opening and/or organizing participant’s mail Setting up and maintaining participant files Consulting with participant regarding budget issues and/or activities Developing a budget/spending plan for participant Paying bills Balancing account Writing checks Updating Account Check register (entering debit transactions) Discussing participant’s account with bank Contacting Social Security and/or other Federal Agencies to establish Representative Payee services Intervening with creditors Making referrals to meet participant needs (e.g. APS, Legal, Medical, and/or other benefits) Communicating with the CCP coordinator and/or APS staff regarding participants’ needs Completing Medical/Insurance/Financial forms related to finances Assisting with large purchases Interacting with other agencies to secure public benefits Going to the bank with or for the participant

Applicants will be required to submit a monthly referral report by the 5th day of the following month.

Annual Audits shall be completed by the Department.

The applicant shall maintain, at a minimum of seven (7) years after the completion of the agreement, adequate books, records, and supporting documents to verify the amounts, recipients, and uses of all disbursements of funds passing in conjunction with the agreement.

644-40204-4900-0400

(CY) 837997 ; (PY) 837997; (BY) 837997

FY19 724056; FY22 83997

IVMMP has helped older adults that have difficulty managing their finances create spending plans that have allowed them to save money and remain in their homes. IVMMP has also protected older adults and individuals aged 18-59 that had active APS cases from financial exploitation.

N/A

N/A

IL Department on Aging 555 w Monroe 15th Floor Chicago, IL 60661

https://www2.illinois.gov/aging/programs/Pages/money-mgmt.aspx

N/A

N/A

7/1/2021

FY 2017 : $700,403
FY 2018 : $595,960
FY 2019 : $724,056
FY 2020 : $837,997
FY 2021 : $837,997
FY 2022 : $837,997