Finalize the Budget

After the budget data has been entered in the request, the worker should review its projected impact.  The Request for Services (RFS) process is designed to present an analysis of how the services listed in the RFS budget would affect the PCSP budget if they were approved.  The analysis represents a projection of the impact.  Consequently, the worker should compare it against the change they plan to make in the PCSP.  At this point in the process, the analysis has no direct impact on the PCSP or payment processing in CAPS.  But, after the request is approved, the projections become real in the sense that they illustrate how the Plan Max in the PCSP Budget will interpret the data (i.e. the services, dates, rates and units approved in the request flow directly into the Pro Forma after they are approved exactly as they were entered in the request).  

If the request is built correctly and consistently with the way it will be implemented in the PCSP Budget, then the worker will have no trouble implementing the change(s) in the PCSP Budget.  However, if the data entered in the request is not compatible with the way the worker intends to implement the new money in the PCSP Budget (to any degree of variation), then the Plan Max validation will likely prevent them from activating the changes.

The analysis is separated into three sections.  Each section illustrates how the budget data in the RFS would affect the PCSP budget or the Pro Forma budget.  

Part 1. Proposed Change in the Active Plan.   This section explains how the change in the service (new, increase, decrease or elimination) would impact the Active plan if the RFS is approved.  It only shows the impact of the service(s) requested in the RFS.

Part 2. Proposed Change for the Next Plan Cycle.  This section explains how the change in the service (new, increase, decrease or elimination) would impact the next plan cycle if the RFS is approved.  It shows the annualized units for all of the services on the PCSP Budget in addition to the service(s) requested in the RFS (if the worker has indicated the service(s) in the RFS will affect the next plan cycle).

Part 3. Proposed Change in the Pro Forma Budget.  This section explains how the change in the service (new, increase, decrease or elimination) would be authorized and loaded in the Pro Forma budget if the RFS is approved.  It is the clear identification and definition of the total amount of money (new or ongoing) the RFS represents.

View a demonstration about reviewing and finalizing the budget in the RFS.