Rollover Budgets

A Rollover Budget refers to the annual budget effective date when the Self-Direction budget is renewed.

IDGS, OTPS, and Family Reimbursed Respite reimbursements are deducted from the Budget based on the FI payment date. However, Self-Hired Staff and Brokerage services are deducted based on date of service.

For example, if the annual budget effective date is June 1st, 2024, the Rollover date is June 1st, 2025.

• This means that a May 2025 reimbursement that is paid by the FI in June 2025 will be deducted from the new Rollover Budget.

• Attendance-based services, such as Community Classes and Transportation, cannot be processed until the last date of service has passed. However, part of the invoice can be submitted prior to the FI deadline, to ensure the classes that already occurred that month can be reimbursed before the rollover. The remainder can be submitted after the budget has rollover over.

• Monthly services, such as Phone, Internet, and Utilities:

  • If the Date of Service is after the FI deadline, but prior to the rollover date, the invoice can be processed and paid from the current budget. The “Date Service Occurred/Will Occur” should be the date the invoice is submitted in eVero.

  • If the…