Activity: Support Brokers maybe asked to help their employer oversee budget details both for their Individualized Plan Budgets and their personal budgets.  Sometimes people acquire funds from several different sources and each source may have specific spending requirements or limitations. If you are helping your employer to manage all his money, you will have to learn about the requirements for each funding source. Remember, the money he earns has no limitations-- this should be emphasized with the Circle of Supports. For this activity, download and print the following scenario and begin to develop a budget. This is purely hypothetical and any amounts of money given should not be interpreted as endorsed amounts by the Idaho Department of Health and Welfare or the Social Security Administration.  Another activity option is to download the example plan provided for Chase Doty in Module C2. With the plan in hand, and an estimated dollar figure begin to allocate funds for each plan component.   

QUIZ
Once you have read and studied everything in this section you are ready to take the quiz. You must score at least 80% on the quiz before moving onto the next section in Module D. Click on the link below. Questions will appear in a random order.
Good Luck!


Quiz 2: Financial Planning



List of reading assignments:
The Beach Center on Disabilities - Story of JT
San Diego Self-Determination - Fiscal Intermediary
California Self-Determination - Fiscal Intermediary
John Agosta - Managing your own services

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