APD Provider/Partner Resources

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Oregon Money Management Program

Program Description

OMMP regional sponsors choose which OMMP services to offer in their areas. Consumers may be enrolled in more than one OMMP service. While most services are provided in the consumer’s home by volunteers, paid staff may also provide service. At a minimum, contact with program participants should occur monthly. 

  • Bill-Pay service is designed for consumers who have the capacity to make decisions regarding their personal finances but need help keeping on track. Bill-pay service can be short-term (1-3 months) or long-term, to meet the consumer’s needs.

  • Payee service is designed for consumers who do not have capacity to manage their own federal benefits such as the Social Security and VA. Regional sponsors apply to become the payee for the consumer’s federal benefits and volunteers are appointed to manage day-to-day financial tasks.

  • Income Cap Trust (ICT) ICTs help people who require Medicaid services that are not eligible for Medicaid because their income exceeds the Medicaid income cap. ICTs enable consumers to become Medicaid eligible because their income is directed to a trust account that they do not control,​ and is not counte​​​d as a resource. Regional sponsors become the trustee for ICTs and may appoint volunteers to manage the day-to-day financial needs as outlined in the trust.

​If you are interested in finding out more about Oregon Money Management Program call the ADRC at 1-855-ORE-ADRC

Program Coordinators Resources

Forms

URL
  
2014 Press Release Volunteer Focus
2016 Deferral Disabled Senior - 490-015
Annual Payee Reconciliation Report
Annual Payee Report Calculation Worksheet
Bank Authorization to Open Payee Accounts
Bill-Pay Client Important Information
Bill-Pay Involuntary Termination Letter
Client Agreement to Remove Financial Documents
Client Contacts Form
Client Referral Form
Client Spending Plan
Client Stories Template
Client Transfer Checklist
Coordinator Email - No Activity
Coordinator Email - No Vol Response
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Trainings

URL
  
Session 1 - Program Overview
Session 1 - ADRC Region Map
Session 1 - Program Structure Portrait
Session 1 Quiz - Questions Only
Session 2 - Service Types
Session 2 Quiz - Questions Only
Session 3 - New Client Assignments
Session 3 - Client Spending Plan Example
Session 3 - Payee Register Example
Session 3 Quiz - Questions Only
Session 4 - Monitoring Record Keeping
Session 4 Quiz - Questions Only
Session 5 - Medicare Medicaid
Session 5 - SDS 512 Form
Session 5 - Title XIX Form
Session 5 Quiz - Questions Only
Session 6 - Federal Benefit Payers
Session 6 Quiz - Questions Only
Session 7 - Spending Down
Session 7 Quiz - Questions Only
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Tools

URL
  
Agency Monthly Checklist - Region 4
Certificate of Appreciation
Death of Client Instruction Sheet
Individual Statement Checklist - Region 1
RepPayee Physicians Statement
Representative Payee Important Information
Tax Deduction Info. for Volunteers
Transaction Register
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