W. Va. Code R. § 64-38-8 - Guardianship Records and Reporting

8.1. The corporation shall maintain a guardianship record for each ward for whom it has responsibility for full or limited guardianship of the person. The guardianship record shall document all information and activities pertinent to the guardianship and as required by law and these rules.

8.2. The guardianship record shall contain at a minimum the following information concerning the ward:

(a) a summary of all orders and directions of the county commission concerning the ward and the guardianship;

(b) demographic identifying information;

(c) a picture of the ward sufficiently current for purposes of identification;

(d) the guardianship plan;

(e) the medical, dental and psychological evaluations;

(f) a current record of the ward's address;

(g) a current record of the ward's place of employment, if any; and

(h) a current record of the ward's educational and vocational training programs, if any.

8.3. The guardianship record shall contain at least the following information concerning activities with respect to the ward;

(a) a record of all contacts between the corporation staff and the ward;

(b) a record of services provided by the corporation staff and volunteers;

(c) a summary report of any services provided under contract;

(d) evaluations of services provided to the ward;

(e) copies of any reports provided to the county commission;

(f) a record of any other activities undertaken on behalf of the ward;and

(g) an annual summary report regarding the ward and the corporation's performance of its guardianship responsibilities.

8.4. The corporation shall maintain on file a current summary list of the names and addresses of all wards for whom it is acting as guardian of the person or of the estate or both. Such list shall also show the age and condition of mental retardation or mental handicap of each ward and such other information as the department shall require.

8.5. The corporation shall provide the department with an annual statistical summary report to include the number of wards, the type of guardianships, the ages and characteristics of wards, the number of visits, emergency contacts, services provided and such other information as the department may reasonably require in a format designated by the department.

Notes

W. Va. Code R. § 64-38-8