ࡱ> lnkxg XNbjbjVV .r<r<! /j j epp|Xf(&&NC"l#M WWWWWW$SZ].W%"%%W&NQKX\)\)\)%08&(N4,\)%M\)\)rM2,%4N2AD&Hy34aX0X33]'3]%43]%4g$"$\)$$_g$g$g$WWh(g$g$g$X%%%%3]g$g$g$g$g$g$g$g$g$j : FINANCIAL PLAN Describe (firstnm) s ability to make financial decisions    FORMCHECKBOX  (firstnm) has a Representative Payee. Name:  FORMTEXT      Person s responsibility for spending money  FORMCHECKBOX  (firstnm) accesses and/or receives cash, prepaid debit cards, or gift cards. Describe:   FORMCHECKBOX  (firstnm) uses checks, ATM/debit cards, or credit cards. Describe:  (firstnm) can be independently responsible for up to: $ FORMTEXT       Are receipts required to be kept for purchases made by (firstnm)?  FORMCHECKBOX Yes  FORMCHECKBOX  No Program responsibility for money management  FORMCHECKBOX  Residential provider manages cash, prepaid debit cards, or gift cards for (firstnm). Describe:   FORMCHECKBOX  Employment/ATE provider manages cash, prepaid debit cards, or gift cards for (firstnm). Describe:    FORMCHECKBOX  Residential provider manages account(s) for (firstnm). Describe:   FORMCHECKBOX  Residential provider manages ATM/debit/credit cards. Describe:    FORMCHECKBOX  Employment/ATE provider manages ATM/debit/credit cards. Describe:    FORMCHECKBOX  Other program money management considerations:   Describe the manner and frequency of reconciliation of program-managed financial records:   ISP Team responsibility for money management Approval required for total individual expenditures over: $ FORMTEXT       per month. Approval required for single purchases over: $ FORMTEXT      . How approval will be obtained to exceed these limits and where approval will be documented:  FORMTEXT      All personal property valued at or purchased over $ FORMTEXT       and any items of sentimental value will be recorded on a Personal Property Record.  FORMCHECKBOX  Who is responsible for reporting wages to Social Security?  FORMTEXT       Income Approximate amount  Press [Tab] in the right hand cell of the last row to create a new row ExpensesApproximate amount Room and BoardResidential OffsetMedications Press [Tab] in the right hand cell of the last row to create a new row Budgeting  FORMCHECKBOX  An individual spending budget is maintained for (firstnm). Describe or indicate where located:  FORMTEXT      Additional Information  FORMCHECKBOX  (firstnm) routinely purchases money orders. Other information:  Save often! Double-click here to  MACROBUTTON setdate "Change Date" or  MACROBUTTON setlocation "Change Location(s)" Written by: FORMTEXT           Financial Plan  SPD 9.9.09a Person receiving services: (firstnm) (lastnm)Page  PAGE 2 of  NUMPAGES 2 STOP! This computer is not correctly setup to run this ISP template or you did not open it correctly. Follow these instructions to configure your computer. You only need to configure your computer once. These instructions will help you set your macro security settings to allow these ISP templates to function. First, determine which version of Microsoft Word you are using, and then follow the appropriate instructions below. If you have already configured your macro security settings correctly, then you likely did not open the template correctly. You must double-click on the template file to open it. If you open it any other way, you will see this error message and the template will not function. Microsoft Word 2010 Microsoft Word 2007 Click the file tab in the upper left hand corner 1. Click the Office button in the upper left hand corner Choose Options 2. Choose Word Options button on the bottom right corner of the pop-up menu 3. From the side bar, choose Trust Center Choose Trust Center from the sidebar 4. Click Trust Center Settings Click on Trust Center Settings right side of the pop-up 5. From the side bar, choose Macro Settings Choose Macro Settings from the left side bar 6. Choose Disable all macros except digitally Select Disable all macros except digitally signed signed macros or Enable all macros macros or Enable all macros a. Click here for  HYPERLINK "http://www.otac.org/isp/support/digital-signatures/"  information about which to choose. Press OK and then OK again 7. Press OK and then OK again Double click on the template file (ISP,RTR, etc.) 8. Double click on the template file Click OK on the pop-up Microsoft Visual 9. Click on the Options button on the Security Basic for Application Warning message bar at the top of your screen A red STOP message will appear. On the security 10.Select Trust all documents from this warning message ribbon, click on Enable Content publisher from the pop up and click OK You will have to click Enable Content on the message ribbon each time you open the document. 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If you follow this procedure, you can set your Macro Security settings to Disable all macros and it will still allow these trusted files to open while keeping your computer safe from other unknown documents. In Word 2010, choose Options from the File menu. In Word 2007, choose Options from the MS Office menu in the upper left corner. In the left sidebar choose Trust Center then click Trust Center Settings From the left sidebar choose Trusted Locations then click Add new location In the window that opens, locate the folder on your computer that holds the ISP materials from OTAC. Check the box marked Subfolders of this location are also trusted then click OK. Click OK again to close any remaining open menus. Please note: This template does not run correctly in Microsoft Word 1998 or earlier. Please visit our website to download an alternate version of the forms. Mac users: Visit our website to learn more about options you have for accessing the ISP forms. 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