Section 212-RICR-30-00-1.6 - SELF-SUFFICIENCY TRUST BOARD RESPONSIBILITIESA. The Board shall have all responsibility for the solicitation and enrollment of Participants into the Self-Sufficiency Trust. Specific responsibilities include: 1. Explaining the general trust activities to all those individuals, families/responsible relatives or Participants approaching the trust.2. Enrolling those wanting to participate through the application process.3. Gathering the necessary clinical assessment and evaluation data pertaining to the Participant and making the necessary referrals for such information.4. Meeting with the family/responsible relative, legal guardian or interested individual and, when appropriate, the Participant, to refine and prioritize the service needs of the Participant.5. Developing and maintaining a standard data profile on all service needs of the Participant and the projected date of such service.6. Development of a Life Care Plan based on the standard data profile projecting specific services required, dates of such services and projected costs of such services.7. Development of a financial plan itemizing the means by which services outlined in the Life Care Plan are to be funded through contributions to the Self-Sufficiency Trust.8. Development and execution of all necessary contractual and legal requirements between the sponsor of the Participant and the Self-Sufficiency Trust.B. The Board shall transmit and communicate to the Department all data profiles or other related information developed by the trust requested by the Department.C. The Board shall meet with the Department prior to the beginning of each fiscal year to determine the following: 1. Specific Participants enrolled in the trust whose financial target has been reached or will be reached in the upcoming fiscal year.2. Specific services requested by trust Participants.3. The community provider and/or private vendor which will provide the specified services.4. The amount of funds that will be transferred to the Self-Sufficiency Trust fund for services to be provided for individual rust Participants.D. The Board controls the private pooled-income trust funds for the benefit of the named Participants and shall have all responsibility in managing its private trust to provide for sufficient earnings to fund those services, in whole or in part, that are described in each Participant's Life Care Plan.E. The Board controls the Private Charitable Fund and may transfer to the Public-Sector Fund for the Disabled earnings on the principal of the Private Charitable Fund. These private dollars may be used to provide for the supplemental benefit of eligible individuals, in accordance with these regulations.F. The Board shall, before the 5th working day of each quarter, transmit funds from its private trust to the Self-Sufficiency Trust fund for the anticipated monthly required expenditures. Concurrent with this transfer, sufficient information will be given to the Department describing specific services/goods to be purchased for trust Participants, dates of service for which the amount of funds being transferred are to fund, in whole or in part, such services.G. The Self-Sufficiency Trust shall submit an annual certified financial statement performed by its independent auditors to the Department.212 R.I. Code R. 212-RICR-30-00-1.6