[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-352900-105":53,"doc-detail-352900-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","community-living-disability-services-management-of-personal-funds-disability-policy","Community Living disABILITY Services - Management of Personal Funds - Disability Policy","","Community Living disABILITY Services (CLDS) sets out a standardized approach to how individuals receive support to manage their personal finances. The policy encourages people to make decisions and build financial independence, and requires a Personal Financial Plan when assistance is provided. It defines the legal mandate under ALIDA, clarifies accountability and safeguards, and specifies roles for staff and service providers, including CSWs and residential care facilities. Approval and review timelines establish ongoing compliance responsibilities.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/community-living-disability-services-management-of-personal-funds-disability-policy/352900/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/community-living-disability-services-management-of-personal-funds-disability-policy/352900.png","ImageObject",442,249,{"name":88,"@type":89},"Taylor Morgan","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-07","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When is a Personal Financial Plan required under this policy?","Question",{"text":108,"@type":109},"A Personal Financial Plan is required when an individual receives assistance managing personal funds from residential care facility operators or staff, from other CLDS-funded support staff, or when the Public Guardian and Trustee delegates authority to the Department of Families Regional or Community Area Program Manager.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What is the goal of the standardized process for managing personal funds?",{"text":113,"@type":109},"The process is designed to ensure the individual’s finances are managed in their best interest, strengthen accountability, reduce risks of mismanagement or misappropriation, and protect the integrity of those assisting the individual.",{"name":115,"@type":106,"acceptedAnswer":116},"Who has primary responsibility for management of an individual’s personal funds?",{"text":117,"@type":109},"A Community Service Worker (CSW), designated by the department as having primary responsibility and accountability for an individual’s personal funds, is identified in the definitions.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},352900,1791268725,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},1099523885336,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Policy Title: Community Living disABILITY  \nServices – Management of Personal Funds  \nBranch/Division: Disability Policy  \nPolicy, Programs and Legislation  \nResponsible Authority: Department of Families  \nPolicy Owner: Executive Director,  \nDisability Policy  \nDate Approved: March 1, 2019  \nApplicable to: Community Living  \ndisABILITY Services  \nNext Review  \nDate Reviewed:  \nDate Revised: January 27, 2026  \n1.0 Policy Statement  \nAll individuals in receipt of Community Living disABILITY Services (CLDS) are encouraged to manage and make decisions about their personal finances to the best of their ability. Individuals are educated and assisted to gain skills and independence with their finances wherever possible.  \nIf an individual requires assistance with the management of their finances, a Personal Financial Plan must be developed to describe the way support will be provided. Assistance will be provided in the best interest of the individual and in the least restrictive and least intrusive manner possible.  \n2.0 Background  \nThe Adults Living with an Intellectual Disability Act (ALIDA ) is enabling legislation that recognizes the rights of individuals to make their own decisions and receive advice, support or assistance, where necessary, in a manner that respects their independence, privacy and dignity.  \nLEGAL MANDATE  \nPersonal financial planning is required in the following circumstances:  \n• where the individual receives assistance with the management of their personal funds from the operator or staff of a residential care facility.  \n• where the individual receives assistance with the management of their personal funds from other support staff funded through CLDS (e.g. , supported independent living (SIL); and  \n• where the Public Guardian and Trustee* has delegated the authority for management of personal funds to the Department of Families Regional or Community Area Program Manager.  \nA Personal Financial Plan may be developed for individuals not listed above, where requested by an individual.  \n*In most circumstances, this policy would exclude individuals who have trust accounts managed as part of services provided in Personal Care Homes and subject to monitoring by Manitoba Health. Staff from Personal Care Homes typically maintain direct contact with the Public Guardian and Trustee’s office regarding an individual’s funds.  \n3.0 Purpose  \nThe purpose of this policy is to provide a standardized process for persons/agencies assisting individuals receiving services from CLDS with the management of their personal funds. In addition to Community Service Workers (CSWs) , others involved may include residential care operators, non-profit agencies providing residential supports and staff employed by private operators or agencies.  \nThis standardized process:  \n• ensures management of an individual’s finances is in their best interest;  \n• ensures accountability for the management of an individual’s finances ;  \n• minimizes the possibility of mismanagement or misappropriation of an individual’s finances ; and  \n• protects the integrity of those who are assisting the individual with the management of their finances.  \n4.0 Definitions  \n“The Adults Living with an Intellectual Disability Act (ALIDA)” refers to the legislation in Manitoba that recognizes, promotes and protects the rights of adults living with an intellectual disability who need assistance to meet their basic needs with regard to personal care or management of property.  \n“Community Living disABILITY Services (CLDS)” means the Government of Manitoba program that provides support services to adults living with an intellectual disability as defined by ALIDA.  \n“Community Service Worker (CSW)” means a case manager, employed by the department, who is designated as having primary responsibility and accountability in the management of an individual’s personal funds.  \n“Home Share” is a residential care facility where an adult eligible for CLDS, who is unrelated to the ","cbCaikyQQLf6skw9","https://ap.wps.com/l/cbCaikyQQLf6skw9","pdf",389147,36,"English","# 1.0 Policy Statement\n## 2.0 Background\n### Legal Mandate\n# 3.0 Purpose\n# 4.0 Definitions","[{\"question\":\"When is a Personal Financial Plan required under this policy?\",\"answer\":\"A Personal Financial Plan is required when an individual receives assistance managing personal funds from residential care facility operators or staff, from other CLDS-funded support staff, or when the Public Guardian and Trustee delegates authority to the Department of Families Regional or Community Area Program Manager.\"},{\"question\":\"What is the goal of the standardized process for managing personal funds?\",\"answer\":\"The process is designed to ensure the individual’s finances are managed in their best interest, strengthen accountability, reduce risks of mismanagement or misappropriation, and protect the integrity of those assisting the individual.\"},{\"question\":\"Who has primary responsibility for management of an individual’s personal funds?\",\"answer\":\"A Community Service Worker (CSW), designated by the department as having primary responsibility and accountability for an individual’s personal funds, is identified in the definitions.\"}]","Community Living disABILITY Services - Management of Personal Funds - Disability Policy | PDF",1790101936,13]