If requesting assistance from a public or private social agency for locating a payee:

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  Establish a follow up diary for the social agency’s referral for 20 working days from the referral date.

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  If the agency has not located a payee, resume or continue FO development.

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  Conduct an investigation or interview of the payee applicant that the agency recommends.

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  If an applicant is selected, the FO may (depending upon the circumstances), establish a follow up control diary until it is convinced that the representative payee is properly performing their duties.

NOTE: The FO is still responsible for appointing and monitoring representative payee performance.

Make a referral to the State or local agency responsible for the licensing or monitoring of the organization if the FO becomes aware of:

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  substandard conditions in a nursing home, boarding house or similar facility;

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  a health or safety problem not properly addressed at a facility; or

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  an unlicensed nursing home.