Section 562.40  Financial Participation

a)         The Financial Analysis must be completed prior to the initiation of the IPE (89 Ill. Adm. Code 572) unless the IPE developed for the customer includes only those services exempt from financial participation as listed in Section 562.30(b) of this Part.

b)         The Financial Analysis must be re-administered at least annually and at any time there is reason to believe there is a change in the customer's financial situation that will affect customer financial participation.

c)         The Financial Analysis is completed by adding all customer and family income, subtracting the Standard Budget Allowance (89 Ill. Adm. Code 521) for a family the size of the customer's family, and subtracting Unusual Allowable Expenses.  The final product of these calculations shall be divided by two to determine the amount of required customer financial participation, if any. The customer's financial contribution must be paid prior to or simultaneously with any financial contribution by DHS-DRS unless exceptions are granted by the appropriate Bureau Chief.

d)         The customer or customer's family will also be asked, as part of the completion of the Financial Analysis, for voluntary financial participation they are willing to make towards the cost of the customer's rehabilitation.

e)         Failure on the part of the customer or the customer's family to cooperate in the completion of the Financial Analysis or participate in the cost of services, if participation is indicated, shall be reason for DHS-DRS to deny all services except those listed in Section 562.30(b) of this Part.

f)         Falsification by the customer or the customer's family of information used to complete the Financial Analysis shall be grounds for immediate termination of services through DHS-DRS and may result in DHS-DRS taking legal action to recoup monies previously expended by DHS-DRS in providing services to the customer.

(Source:  Amended at 35 Ill. Reg. 18795, effective October 27, 2011)