Guardian Conservator - LIEAP

A LIEAP Guardian Conservator is affiliated with a case but is not a program person. The Guardian Conservator information is not used by KEES rules to determine eligibility on a LIEAP Case. In KEES the Guardian Conservator must be added to the LIEAP case and given an administrative role on the LIEAP program block.

For Example: Julie Smith is the Guardian Conservator for Sharon Robinson. Sharon’s utilities are included in her rent, so a check is generated and mailed to Julie’s Address (123 Main St). The check is made out as follows:

Sharon Robinson

Care of Julie Smith

123 Main St., Anywhere, Kansas 66600

Adding a Guardian Conservator to a LIEAP Case:

  1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go.  The Case Summary page displays.

  2. Select New Person from Task Navigation. The Registration Person Search page displays.

  3. Enter the Guardian Conservator’s First Name and Last Name along with any other known information (eg., SSN, DOB, etc) in the appropriate search criteria fields.

  4. Click the Search button. The Registration Person Search Results page displays with a list of potential consumer matches.

    1. Click the Add Address button. The Address Detail page displays.

    2. Select Mailing from the Address Type(s): multi-select menu.

    3. Enter the Guardian Conservator’s mailing address information in the appropriate fields.

    4. Click the Submit button. The Select Address page displays. This page normalizes the address, meaning the address has been put into a standardized format.

    5. Click the radio button for the address to use, then click the Select button. The Registration Person Detail page displays.

    6. Click the Save and Continue button. The Case Member List page displays. Proceed to STEP 6.

  5. Click the Continue button. The Case Member List page displays.

  6. Click the Save and Continue button. The Case Summary page displays.

  7. Verify the Guardian Conservator’s name displays in the All People Associated with the Case block.

  8. Click the View Details button on the LIEAP program block. The LIEAP Detail page displays.

  9. Click the Edit button. The LIEAP Detail page redisplays in edit mode.

  10. In the Administrative Roles block, click the Add button. The Administrate Role Detail page displays.

  11. Select Guardian/Conservator/Legal Custodian from the Administrative Role drop-down menu.

  12. Select the Guardian Conservator’s Name from the drop-down menu.

  13. Select the LIEAP Case Head’s name from the Guard/Con/LC for: multi-select menu.

  14. Enter the LIEAP application date in the Begin Date field using the <mm/dd/yyyy> format or the calendar icon.

  15. Click the Save and Return button.

  16. The LIEAP Detail page displays. Click the Save and Return button.

  17. The Case Summary page displays.

  18. Verify the Guardian Conservator displays in the LIEAP Program Block.