DHS 85.10(1)(1) Initial training. Before performing the duties of a guardian, each guardian representative shall receive training that includes all of the following:

DHS 85.10(1)(c)(c) Ward’s rights and grievance procedures contained in chs. 54 and 55, Stats., s. DHS 85.13, and ch. DHS 94.

DHS 85.10(1)(d)(d) Information regarding the needs and services for each ward for whom the guardian representative is responsible.

DHS 85.10(2)(2) Continuing education. Each guardian representative shall complete 20 hours of training every 24 calendar months. The training shall be relevant to the guardian representative’s job assignment and designed to increase the effectiveness of the employee to meet the needs of the wards served.

DHS 85.11(1)(1) The guardian shall at all times have an adequate number of staff who are qualified either by training or by experience to meet the needs of its wards, including knowledge of service needs and resources for meeting service needs.

DHS 85.11(2)(2) The guardian representative shall be accessible to the ward and to other persons concerned about the ward’s well-being.

DHS 85.11(3)(3) The corporate guardian shall have staff available at all times to respond to an emergency situation as defined in s. DHS 94.02 (14).

DHS 85.11(4)(4) The corporate guardian shall have staff accessible to the local planning agency or interagency mechanism designated under s. 55.02, Stats.

DHS 85.12(1)(1) The corporate guardian may not be subject to undue influence from any party.

DHS 85.12(2)(2) When the corporate guardian is a part of a larger organization, the corporate guardian shall have designated staff with independent decision-making authority about the guardianship program.

DHS 85.12(3)(3) Pursuant to s. 55.03 (1), Stats., a guardian may not be a provider of protective services or protective placement for its ward.

DHS 85.12(4)(4) No corporate guardian may accept a guardianship from a court in a county in which a member of the corporate guardian’s board of directors or any employee or volunteer of the corporate guardian is a member or employee of the community board organized under s. 46.23, 51.42 or 51.437, Stats., or an employee of the county department of social services or human services or community programs or county board of supervisors or department of aging or a county court commissioner who hears petitions for guardianship or a member of a medicaid managed care organization.

DHS 85.12(5)(5) A corporate guardian may not profit from their ward.

DHS 85.12(6)(6) The guardian may not commingle personal or corporate funds with the funds of the ward. The guardian may consolidate and maintain wards’ funds in accounts with other wards’ funds if the guardian keeps separate and complete accounting of each ward’s funds.

DHS 85.12(7)(7) Pursuant to s. 54.18 (3) (b), Stats., the corporate guardian may not lend funds of the ward to another individual or to an entity, unless the court first approves the terms, rate of interest, and any requirement for security.

DHS 85.12(8)(8) The corporate guardian may not engage in any financial transaction involving the ward’s estate except as permitted under ch. 54, Stats., and this chapter.

DHS 85.13(1)(1) Wards’ rights. Every ward shall have the right to all of the following in relation to the corporate guardian: