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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Course Evaluation

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

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Course Wrap Up

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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.

Lesson 4: Assessment Procedures and Crediting with the HELP®

? Lesson 4: Purpose

The purposes of this lesson include:

  • Reviewing key assessment issues and crediting procedures for HELP®
  • Introducing how to use the HELP® before, during, and after the assessment
  • Practicing crediting skills using the HELP®

Lesson 2: Components of the HELP® 0-3 System

? Lesson 2 Purpose:

In this lesson, you will be introduced to a description of the HELP®, as well as the HELP® 0-3 system components. Some materials are for assessment and planning, while others are for intervention based on the assessment results.

Lesson 1: Introduction & Handout

LESSON 1 Purpose:

The purpose of this lesson is to introduce this online HELP® course and to outline procedures for navigating through the course.

Thank you for registering for this Early Childhood Research and Development Initiative online training. Funding for the development of this course was provided by The Kentucky Cabinet for Health and Family Services, Department of Public Health.

If you encounter any problems, use the Contact Us at the bottom of every page within the course. Questions will be answered during working hours, M-F 8:00 AM – 4:00 PM Eastern time.

To complete the course, you will be required to:

  1. View the page “Welcome and Introductions.”
  2. Submit a pre-test “What do you know?”
  3. Explore 6 lessons related to the administration of the Hawaii Early Learning Profile. Each lesson includes ungraded checks of your understanding of the content, through Think Spots and Check Your Knowledge questions.
  4. After the introductory lesson, each of the next four lessons includes a short graded quiz. When you receive a score of 80% or higher on each quiz, you may move to the next lesson.
  5. Then, you will be asked a few optional evaluation questions about the course itself.
  6. When you have finished the 6 lessons, and the post-test, you can access your Recognition of Course Completion by clicking on My Courses and going to your completed course. Click on the completed course and a new window will open. Click the blue Print Your Certificate button, and locate your course title to access your certificate.

Before you get started, here are some tips to help you navigate the course.

  • This course is not intended to be completed in one sitting; rather, we recommend you complete one lesson at a time. Allow yourself at least 30 – 60 minutes of uninterrupted time for each lesson. The course gives you the flexibility to return where you left off.
  • Note that you will be viewing some videos in You Tube. We recognize that some workplaces may block access to YouTube. You will need to view them at another location or speak to your administrator about access.
  • We are here to help! Use the contact us button at the bottom of any page to reach out.
  • Have fun! This training is designed to introduce you to the HELP® 0-3; we hope you enjoy the learning experience as well.
  • Once you have completed the course, numerous administrations of the HELP® 0-3 are needed to be familiar and reliable with administration of the instrument.

Occasionally throughout the course, you will see the following symbols:

  • A ? Think Spot indicates a place for you to consider one of the ideas presented on that slide; it is for reflection only.
  • A ? Handout is available for you which contains the key concepts for administering the HELP®0-3.  Space is provided for you to record your answers to practice activities provided during the course.  PRINT the ? Handout before proceeding, as it will be used during the course and will be helpful as a later reference. To print a copy of the ? handout, click here.

Now, click on Overview of the Course topic below to review 1) the knowledge and skills you will learn during the course; 2) the sequence of the course; and 3) the required materials you will need to complete the course.