OAC 5123-2-07 | 19 Services Training Hub

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Managing Personal Funds for Individuals

Introduction to Personal Funds

Opening Remarks 'Video' (1:11)

Getting Started with Managing Personal Funds

Definition & Understanding Personal Funds
OAC 5123-2-07
Handling Funds
ISP & Personal Funds Management

Responsibility of Providers

OAC 5123-2-07 Responsibilities
Funds Reconciliation and Retention Requirements
Notification Requirements
Example Ledgers

Personal Funds vs. Money Management

Personal Funds
Money Management
OAC 5123-9-20
Clear Boundary Guidelines

Reconciliation

Reconciliation Procedures
Maintaining Accounts & Other Funds

Mid-Review Checkpoint

Review and What to Expect Next 'Video' (1:02)

Misappropriation and Exploitation

Prevention and Consequences
Prohibitions
Reporting and Monitoring

Account Management

Setting Up Individual Accounts
Allocation of Interest
Account Management Procedures

ISP and Team Communication

Role of the ISP & Key Elements
Reporting to the Team

Conclusion

Overview of Managing Personal Funds
Final Takeaway 'Video' (1:21)
Content and Resources

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OAC 5123-2-07

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