Course Evaluation

DAIL-F 105: Budget Approvals and Set-up

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Lesson 8: Budget Approval Case Study

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Now that we’ve reviewed the budget approval process and requirements, let’s examine a quick case study. Watch the video below to continue.

Case Study:

Lesson 7: KYGFIS Budget Help Guide

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The KYGFIS Budget Help Guide is a tool that provides step-by-step instructions on how to complete a budget within the system. Please click on the below to review the Budget Guide, sample forms, and best practice tips for creating a budget. You should save these documents to your computer for future reference.

Lesson 6: Budget Adjustments and Renewals

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Budgets may periodically need to be updated or renewed due to changes in income or expenses. Let’s review the responsibilities of Fiduciary staff when updating or renewing a budget.

Lesson 5: Budget Completion

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In this lesson, we’ll review budget request notifications and budget submission requirements. But first, let’s take a moment to review the budget request process flow.

Budget Flow Process:

Step 1:

Field staff receive a notification of budget need in their message box in KYGFIS.

Step 2:

Field staff review income and expenses to complete budget.

Step 3:

The budget is submitted in KYGFIS from field staff and reviewed, verified, and approved by their field supervisor.

Step 4:

The approved budget is then submitted to Fiduciary through KYGFIS.

Step 5:

Fiduciary staff conduct a final review and set up payments according to the budget.

Step 6:

Once the budget is approved and processed, Fiduciary documents the approved budget in KYGFIS.

NOTE: Fiduciary staff have 3 business days after approval from the field supervisor and submission to review and audit the budget for accuracy before setting up payments, income accounts, and issuing final budget approval.

If a budget is not approved, the Fiduciary budget team will contact the Guardianship worker within 3 business days and request needed corrections or additional information, with a resubmission due date.

Lesson 4: When Budgets are Required

When is a Budget Required?

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Budget requirements are determined by the level of care an individual under guardianship is currently receiving. Not every individual will require a budget. Let’s examine different levels of care and budget requirements.

Budgets are required for individuals in the following levels of care: 

  • Community Integrated Services (CIS)
  • Supports for Community Living (SCL)
  • Self
  • Family
  • Living with Other
  • Assisted Living
  • Boarding Home
  • Group Pay
  • Private Pay
  • Other (e.g., Homeless, Respite, Jail, Rehabilitation)

The following levels of care do NOT require a budget. Payments are handled by Fiduciary staff.

  • Intermediate Care
  • Skilled Nursing
  • Personal Care Home
  • Licensed Family Care
  • Caretaker
  • Private or State Psychiatric
  • Acute Hospitalization
Budget Requirements for Levels of Care

Lesson 3: Budget Approval and Set-Up

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Before we dive into budget approvals and set-up, let’s review why budgets are important for individuals under guardianship and the Fiduciary Branch’s responsibility to work with Guardianship to create and manage these budgets. View the video “Why are Budgets Important?” to continue.

Why Are Budgets Important?

Lesson 2: Welcome

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Hello and welcome to this Fiduciary Training on Budget Approvals & Set-up. In this course, you will be working with Clair to review the budget requirements for Fiduciary staff working with individuals under guardianship. In this course, we will:

  • Determine when budgets are required.
  • Describe the budget process request flow.
  • Identify requirements for submitting a budget for approval.
  • Describe when budgets should be renewed or updated.
Younger woman smiling wearing an orange shirt.

Hi, my name is Clair, and I have been working with the Fiduciary Branch for 3 years. Budget requests and approvals are imperative to meet the needs of individuals under guardianship and require a timely response. I will guide you through this course to help you better understand the budget process.

Lesson 1: Start Here – Contact Us

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Lesson

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Professional Centered Activity

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Brain Break

“Before we move into the actual SOPs, let’s take a quick brain break to get our minds open and get ready to learn.”

Course Wrap Up

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Course Evaluation

ECE 146: The Administration of the Hawaii Early Learning Profile (HELP) Birth – 3

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Lesson 6: Conclusion

? Lesson 6: Purpose

The purposes of Lesson 6 are to:

  • Introduce approximate Developmental Age Levels (DALs)
  • Review resources for HELP® 0-3 System

Key Points to remember as we wrap up this course.

  • HELP® is NOT a one-shot deal.
  • Age ranges listed are NOT when the skill begins and ends.
  • NOT all skills are pertinent for every assessment.
  • Learning to use the HELP® is an ongoing process, that takes practice for mastery.

Lesson 5: Practice, Practice, Practice

? Lesson 5: Purpose

The purpose of this lesson is to give you opportunities to practice crediting using the HELP® (where a child “fits” in the Strand).

Use your Inside HELP® and Strands protocol to complete this Lesson. You must refer to crediting statements to accurately answer each question. Review the Credit Options and descriptions on p.i.21 of Inside HELP® or the inside cover of the Strands protocol.

Then view the video clips for Ryan, Logan, and Anna as indicated and answer the questions following each clip.