Supporting Adults with Developmental Disabilities Through Personalized Funding

  • Supporting Adults with Developmental Disabilities Through Personalized Funding

About Passport Funding

Passport is a program designed to assist adults with developmental disabilities in becoming more engaged in their communities and living as independently as possible. It offers funding for services and supports related to community participation, activities of daily living, and person-centered planning. The program also provides financial assistance for respite services and support for primary caregivers of adults with developmental disabilities. 

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What are the responsibilities of the PMF?

Passport recipients and/or Person Managing Funds (PMF) are responsible for: 

  • Funding Accountability: Individuals receiving Passport funding and/or the Person Managing Funds (PMF) are responsible for ensuring compliance with the terms in the Passport Service Agreement, including managing annual funding amounts, effective dates, roles, and responsibilities, as well as banking and payee information.
  • Service Selection and Hiring: Passport recipients and their PMF are responsible for hiring support workers and ensuring compliance with legal and financial obligations (e.g., CRA rules, employment standards, occupational health and safety). It’s important to monitor the quality of services provided and address any complaints directly with service providers.
  • Budgeting: Recipients should create a budget outlining how funds will be allocated to support needs and goals, taking into account costs and timing. Advance funds may be requested to avoid financial hardship, and reconciliations will be made to prevent overpayments.
  • Misuse of Funding: Passport funding is strictly for services and supports related to developmental disabilities and caregiver respite. Misuse of funds (e.g., submitting incomplete or false claims) may result in funding suspension, termination, or legal action. Periodic audits will be conducted to ensure compliance with guidelines.

Feeling Overwhelmed Managing Passport Funding? Let Us Take Care of the Paperwork

At Carnation Consulting, we know that managing Passport Funding can be stressful and time-consuming—especially when it comes to organizing receipts, tracking expenses, and meeting reporting requirements.

That’s why we offer dedicated bookkeeping services designed to make your life easier:

  • Categorize and record all Passport Funding-related financial transactions

  • Prepare monthly reports that meet your funder’s expectations

  • Maintain accurate, audit-ready records for ongoing compliance and peace of mind

Frequently Asked Questions

Passport Funding can be used for a variety of supports, including community participation, daily living skills development, caregiver respite, personal support workers, and related transportation. All expenses must align with the Passport Program guidelines.

Yes. You must retain original receipts, invoices, and documentation for all expenses paid through Passport Funding. These may be requested during audits or by your funding agency.

In some cases, yes—if the family member is not the primary caregiver and the arrangement meets the Passport Program’s criteria. It’s important to get prior approval and maintain proper documentation.

Reporting frequency can vary depending on your funding agreement, but typically, families are expected to submit reports monthly or quarterly. A bookkeeping service can help ensure accuracy and consistency.

Using funds for non-approved items may lead to repayment requests, funding suspension, or in serious cases, permanent loss of access to the program. That’s why accurate tracking and compliance is essential.

Yes. The bookkeeping and financial reporting services provided for Passport Funding recipients are covered under the program. This means families and individuals do not pay any additional fees out of pocket.

Take Control of Your passport Funding Today!