Belinda,

Even though there was concerned expressed at the state/federal level by many of us on the shifting of the audit responsibilities from the SS department to P and A’s[DRO in Ohio] with a major increase in funding going to those P and As, our early audit did not reveal any major change. There may be minor changes audit protocol, but should be reasonably like your old payee audits.

It was similar in that it was a fiscal audit, not one based on  philosophy or intrusion into the daily life of the individual.

I hope yours goes as smoothly.

Than

 

Than Johnson
Chief Executive Officer, CRSI
Office: 937-653-1307
Mobile: 937-776-5515

From: opra_members@opra.simplelists.com [mailto:opra_members@opra.simplelists.com] On Behalf Of Belinda Grassi
Sent: Friday, July 26, 2019 4:06 PM
To: Anita Allen <AAllen@opra.org>; opra_members@opra.simplelists.com
Subject: RE: Requesting help - Member Question: DRO rep payee reviews

 

We have one with them coming up on August 15th.  Any responses shared would be helpful for us as well.  It’s a large amount of data to copy and provide.

 

Belinda

 

Belinda Glavic Grassi, CPA, MA

Chief Financial Officer

 

 

HELP Foundation, Inc.

26900 Euclid Ave  

Euclid, OH 44132

Office: 216.432.4810 x339 

Cell: 216.401.7627

www.helpfoundationinc.org 

 

HELP Foundation is a nonprofit provider of housing, support, and vocational services for people who have developmental disabilities throughout northeast Ohio.

 

From: opra_members@opra.simplelists.com <opra_members@opra.simplelists.com> On Behalf Of Anita Allen
Sent: Friday, July 26, 2019 10:34 AM
To: opra_members@opra.simplelists.com
Subject: Requesting help - Member Question: DRO rep payee reviews

 

Member question below. As always, any assistance is appreciated.

 

 

Good Morning,

 

Do any members have experience and/or feedback of rep payee reviews conducted by Disability Rights Ohio compared to Social Security?

 

On a related note, what methods and formats do you use to prepare appropriate beneficiary budgets?

 

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