Standards for public agencies

2020 Edition

Adult Guardianship (PA-AG) 9: Case Closing

The agency works with persons served and family members, when appropriate, to plan for case closing.
2020 Edition

Currently viewing: ADULT GUARDIANSHIP (PA-AG)

VIEW THE STANDARDS

Purpose

Individuals who receive guardianship services maintain a level of independence and self-determination appropriate to their functional capacity, and are at minimized risk of abuse, neglect, or exploitation.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study EvidenceOn-Site EvidenceOn-Site Activities
  • Case closing procedures
No On-Site Evidence
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

 

PA-AG 9.01

Upon case closing, the agency notifies any collaborating service providers, as appropriate.

 

PA-AG 9.02

When guardianship responsibilities are being transferred, the guardian provides technical assistance and information to ensure the new guardian is prepared to take on the role.
Examples: Guardianship may be transferred to another agency, a different worker or volunteer within the agency, a family member, or a friend or community member.

 

PA-AG 9.03

The guardian makes proper arrangements following the individual’s death, when appropriate and in accordance with the court order.