"Access point" means a provider, public or
private institution, advocacy organization, legal representative, or
educational institution with staff trained to complete applications and guide
individuals with a disability to needed services.
"Assessment and evaluation" means the same
as defined in rule 441-25.1 (225C).
"Assistive technology account" means funds
in contracts, savings, trust or other financial accounts, financial
instruments, or other arrangements with a definite cash value that are set
aside and designated for the purchase, lease, or acquisition of assistive
technology, assistive technology services, or assistive technology devices.
Assistive technology accounts must be held separately from other accounts.
Funds must be used to purchase, lease, or otherwise acquire assistive
technology services or devices for a working individual with a disability. Any
withdrawal from an assistive technology account other than for the designated
purpose becomes a countable resource.
"Authorized representative" means a person
designated by the individual or by Iowa law to act on the individual's behalf
in specified affairs to the extent prescribed by law.
"Cash flow" means the same as "ending fund
balance."
"Chief executive officer" means the person
chosen and supervised by the governing board who serves as the single point of
accountability for the mental health and disability services region and whose
responsibilities include, but are not limited to, planning, budgeting,
monitoring county and regional expenditures, and ensuring the delivery of
quality services that achieve expected outcomes for the individuals
served.
"Choice" means the individual or authorized
representative chooses the services, supports, and goods needed to best meet
the individual's goals and accepts the responsibility and consequences of those
choices.
"Clear lines of accountability" means the
structure of the governing board's organization makes it evident that the
ultimate responsibility for the administration of the non-Medicaid-funded
mental health and disability services lies with the governing board and that
the governing board directly and solely supervises the organization's chief
executive officer.
"Community" means an integrated setting of
an individual's choice.
"Conflict-free case management" means there
is no real or seeming incompatibility between the case manager's other
interests and the case manager's duties to the individual served and includes
case management separate from direct service provision; eligibility
determination for services; establishment of funding levels for the
individual's services; and requirements that prohibit the case manager from
performing evaluations, assessments, and plans of care if the case manager is
related by blood or marriage to the individual or any of the individual's paid
caregivers or persons financially responsible for the individual or empowered
to make financial or health-related decisions on behalf of the
individual.
"Coordinator of children's behavioral health
services" means a member of the regional administrative entity staff
who meets the requirements described in Iowa Code section
225C.57(3)
"b" and is responsible for coordinating behavioral health
services for children.
"Coordinator of mental health and disability
services" means a member of the regional administrative entity staff
who meets the requirements described in Iowa Code section
225C.57(3)
"b" and is responsible for coordinating mental health and
disability services for adults.
"Countable household income" means earned
and unearned income of the family of a child according to the modified adjusted
gross income methodology.
"Countable resource" means real or personal
property that has a cash value that is available to the owner upon disposition
and is capable of being liquidated.
"Countable value" means the equity value of
a resource, which is the current fair market value minus any legal debt on the
item.
"County of residence" means the same as
defined in Iowa Code section
225C.61.
"Department" means the department of health
and human services.
"Director" means the director of health and
human services.
"Disability services" means the same as
defined in Iowa Code section
225C.2.
"Emergency services" means the same as
defined in 441-subrule 24.4(15).
"Empowerment" means that the service system
ensures the rights, dignity, and ability of individuals and their families to
exercise choices, take risks, provide input, and accept responsibility.
"Encumbered" or
"encumbrances" means regional commitments related to
obligations or contracts as defined in subrule 25.13(6).
"Ending balance limitation" means the
percentage limit allowable by state law that a region's ending fund balance can
exceed actual expenditures for the previous fiscal year.
"Ending balance threshold" means the same as
defined in Iowa Code section
225C.7A.
"Ending fund balance" means the amount of
residual funds remaining in a region's combined account at the conclusion of a
fiscal year after the region has met the financial obligations for
implementation of its regional service system management plan.
"Exempt resource" means a resource that is
disregarded in the determination of eligibility for public funding assistance
and in the calculation of client participation amounts.
"Federal poverty level" means the most
recently revised annual poverty income guidelines published in the Federal
Register by the United States Department of Health and Human Services.
"Homeless person" means the same as defined
in Iowa Code section 48A.2.
"Household" means, for an individual who is
18 years of age or over, the individual, the individual's spouse or domestic
partner, and any children, stepchildren, or wards under the age of 18 who
reside with the individual. For an individual under the age of 18, "household"
means the individual, the individual's parents (or parent and domestic
partner), stepparents or guardians, and any children, stepchildren, or wards
under the age of 18 of the individual's parents (or parent and domestic
partner), stepparents, or guardians who reside with the individual.
"Income" means all gross income received by
the individual's household, including but not limited to wages, income from
self-employment, retirement benefits, disability benefits, dividends,
annuities, public assistance, unemployment compensation, alimony, child
support, investment income, rental income, and income from trust funds.
"Individual" means any person seeking or
receiving services in a regional service system.
"Individualized services" means services and
supports that are tailored to meet the personalized needs of the
individual.
"Judicial system" means the same as
described in Iowa Code section
602.1102.
"Law enforcement" or "law
enforcement representative" means the same as "law enforcement
officer" as defined in Iowa Code section
80B.3(3), or
state and local correctional officers, and community-based corrections
personnel.
"Liquid assets" means assets that can be
converted to cash in 20 days. Liquid assets include but are not limited to cash
on hand, checking accounts, savings accounts, stocks, bonds, cash value of life
insurance, individual retirement accounts, certificates of deposit, and other
investments.
"Managed care" means a system that provides
the coordinated delivery of services and supports that are necessary and
appropriate, delivered in the least restrictive settings and in the least
intrusive manner. Managed care seeks to balance three factors: achieving
high-quality outcomes for participants, coordinating access, and containing
costs.
"Managed system" means a system that
integrates planning, administration, financing, and service delivery. The
system consists of the financing or governing organization, the entity
responsible for care management, and the network of service providers.
"Management organization" means an
organization contracted to manage part or all of the service system for a
region.
"Medical savings account" means an account
that is exempt from federal income taxation pursuant to Section 223 of the U.S.
Internal Revenue Code (26
U.S.C. §
223) (January 5, 2023) as
supported by documentation provided by the bank or other financial institution.
Any withdrawal from a medical savings account other than for the designated
purpose becomes a countable resource.
"Mental health professional" means the same
as defined in Iowa Code section
228.1(7).
"Modified adjusted gross income" means the
methodology prescribed in 42
U.S.C. Section 1396a(e) (14)
and 42 CFR
435.603 (October 1, 2022).
"Non-liquid assets" means assets that cannot
be converted to cash in 20 days. Non-liquid assets include, but are not limited
to, real estate, motor vehicles, motor vessels, livestock, tools, machinery,
and personal property.
"Population" means the same as defined in
Iowa Code section 225C.55.
"Provider" means an individual, firm,
corporation, association, or institution which is providing or has been
approved to provide medical assistance, is accredited under 441-Chapter 24,
holds a professional license to provide the service, is accredited by a
national insurance panel, or holds other national accreditation or
certification.
"Region incentive fund" means the same as
defined in Iowa Code section
225C.7A.
"Regional administrator" or
"regional administrative entity" means the administrative
office or organization formed by agreement of the counties participating in a
mental health and disability services region to function on behalf of those
counties.
"Regional service growth factor" means the
same as defined in Iowa Code section
225C.7A.
"Regional service fund" means the mental
health and disability regional service fund created in Iowa Code section
225C.7A.
"Regional service system management plan"
means the regional service system plan developed pursuant to Iowa Code section
225C.60 for the funding and
administration of non-Medicaid-funded mental health and disability services and
includes an annual service and budget plan, a policies and procedures manual,
and an annual report and how the region will coordinate with the department in
the provision of mental health and disability services funded under the medical
assistance program.
"Resources" means all liquid and non-liquid
assets that are owned in part or in whole by the individual household, that
could be converted to cash to use for support and maintenance, and that the
individual household is not legally restricted from using for support and
maintenance.
"Retirement account" means any retirement or
pension fund or account listed in Iowa Code section
627.6(8)
"f."
"Retirement account in the accumulation
stage" means a retirement account into which a deposit was made in the
previous tax year. Any withdrawal from a retirement account becomes a countable
resource.
"Service system" refers to the mental health
and disability services and supports administered by the regional
administrative entity and paid from the regional services fund.
"State case status" means the standing of an
individual who has no county of residence.
"State commission" means the same as defined
in Iowa Code section 225C.5.
"System of care" means the coordination of a
system of services and supports to individuals and their families that ensures
they optimally live, work, and recreate in integrated communities of their
choice.
"System principles" means practices that
include individual choice, community and empowerment.
