Section 562.30  Financial Analysis Completion

a)         The following factors will be considered in completing the Financial Analysis:

1)         No Financial Analysis shall be completed for a customer who has been determined eligible for Social Security benefits under Title II or Title XVI of the Social Security Act.

2)         Unless the services provided to the customer are exempt from financial participation as listed in subsection (b), all customers seeking services through DHS-DRS and, when appropriate, the customer's family must complete the Financial Analysis and participate in the cost of services as indicated by the Financial Analysis.  The level of the customer's participation in non-exempt services shall be determined by the Financial Analysis.

3)         In completing the customer's Financial Analysis, the customer's income shall be calculated based on proof of income provided and retained for each family member 19 years and older.  For customers receiving post-secondary training services, the family income must include those individuals listed on the FAFSA application.

b)         Customer financial participation shall be required for all services except the following:

1)         evaluation services;

2)         services or instruction provided directly by DHS-DRS staff or in a DHS-DRS managed facility;

3)         assessment, placement and supported employment through any approved community rehabilitation program (see 89 Ill. Adm. Code 530);

4)         the evaluation component of Helen Keller National Center, including room, board and transportation;

5)         services provided through the Bureau of Blind Service's transition program (Transvision) or the Secondary Transitional Experience Program (STEP) (89 Ill. Adm. Code 590: Subpart L);

6)         on-the-job training (OJT);

7)         job coaching services; and

8)         Auxiliary services (defined in 89 Ill. Adm. Code 521) .

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