Running head: BUDGETING AND INFORMATION SYSTEMS
Competency-building Activity: Budgeting and Information Systems
Concordia University
HS 550 Issues in Management and Administration
Brittany Serpico
12 October 2013
Budgeting and Information Systems
The biggest challenge in developing a program budget is finding the funding to cover the costs. The Management Information System that AVCOA uses is called Get Care, a computerized database where we input every client’s demographics and case monitoring information. Each client will be re-evaluated every 3 months. There is an example of the intake form in this paper, which will be used for all intakes and re-evaluations. This form is used to evaluate client needs and risks in order to determine what care plan is best for the client. Units are used for billing purposes in this organization. 0.1 units is the equivalent of six minutes and therefore 60 minutes or one hour is equal to one unit. There is a list of the billing units for the Generation Connection program in this document. The following is the line item budget for Generation Connection program:
Personnel:
Volunteer Coordinator: ½ FTE 1,040 hours x 14 =$14,560 + 20% employee benefits (FICA, SDI, etc.) =$2912 for a total of $17,472.
Student Coordinator:½ FTE 1,040 hours x 14 =$14,560 + 20% employee benefits (FICA, SDI, etc.) =$2912 for a total of $17,472.
Case Manager:for oversight 2 hours per week x $16 = $32 + $6.40 for a total of $38.20 x 52 weeks = total of $1986.40
Administrative Assistant:for oversight 2 hours per week x $16= $32 + $6.40 for a total of $38.20 x 52 weeks = total of $1986.40
Non-personnel:
Advertising:$400
Insurance (liability etc.): $1,800
Payroll services: $832
Postage: $180
Printing: $550
Office Rental Space: $1,200
Staff training: $900
Office Supplies: $850
Telephone Bill: $840
Travel/mileage: $2,400
Utilities: $600
Vehicle operation: $800
Volunteer expenses: $1,800
Generation Connection Program Billing
(For 12 months)
1 Unit= 1 Hour
Information Services:
Public Information: 24 Units= $2,160
Community Education: 24 Units =$2,160
Total: 48 Units= $4,320
Support Services:
Assessment: 160 Units =$7,200
Case Management: 244 Units =$10,980
In-Home Supervision: 96 Units= $1,536
Home Chore: 84 Units= $1,344
Emergency Cash/Material Aid: 4 Units =$3,200
Total: 588 Units = $24,260
Grand Total: 636 Total Units = $28,580
The following forms are used in the initial assessment of a new client, then every three months the client is re-evaluated in order to monitor the client’s well-being and satisfaction with the program. The client is welcome to donate to the organization, but will not be denied services if unable to contribute. The psychological functioning assessment is needed in order to assess the client’s eligibility for certain services and to see if Generation Connection is appropriate for the client. If the client is determined to be ineligible for the program, then the Case Manager may refer the client to other resources.
INTAKE FORM
CLIENT DEMOGRAPHICS:
Applicant Last Name: ______First Name:______
Middle Name:______Client ID #:______
Home Address:______City:______State:____
Zip Code:______Phone #:______Birthdate:______
Age: ______Gender:______
Veteran: __Yes or__ No Spouse of Veteran: __Yes or __No
Client Race:______Ethnicity:______
Relationship Status:______
Type of Residence: __House __Apartment __Hotel __Mobile Home __Nursing Home __Homeless __Other:______
Does Client: __Own __Rent __Other:______
Living Arrangement: __Alone __Not Alone __Declined to state
Primary Language Spoken:______
Translation needed: __Yes or __No
EMERGENCY CONTACT:
Contact Name:______
Contact Address:______
Contact Phone #:______Secondary #:______
Contact Relationship to Client:______
PRIMARY PHYSICIAN:
Physician Name:______
Address:______
Office Phone #:______Fax #:______
FINANCIAL/ BENEFITS:
Is the client currently receiving Social Security Benefits? __Yes or __No
Social Security # (Optional):______
Does the client have health insurance? __Yes or __No
Name of Insurance:______
Does client have Medi-Cal? Yes or __No. Does client have Medi-Care? __Yes or__No.
Does client have In-Home Supportive Services (IHSS)? __Yes or __No
Client’s income at or below Federal Poverty Level? __Yes __No __Declined to State
Employment Status:
__Full-time __Part-time __Retired __Unemployed __Declined to State
NUTRITIONAL RISK:
Yes or No:(Add the numbers from each checked box to determine risk score)
______2- Has a condition that has changed the kind and/or amount of food eaten
______3- Eats less than 2 meals a day
______1- Eats few fruits/vegetables
______1- Consumes very few milk products
______1- Has at least 3 alcoholic beverages a day
______2- Has tooth or mouth problems that make it difficult to eat
______4- Doesn’t always have enough money to buy food
______1- Eats alone most of the time
______1- Takes at least 3 medications a day
______2- Has involuntarily lost or gained 10 pounds in the last 6 months
______2- Is not always physically able to shop, cook, and/or eat
______0- Declined to state
Total Risk Score:______(If total is higher than 6, client is at Nutritional RISK)
ACTIVITIES OF DAILY LIVING (ADL): (Put an X under the appropriate column)
IndependentSome AssistanceDependent
Eating:______
Bathing:______
Toileting:______
Transferring:______
Walking:______
Dressing:______
INSTRUMENTAL ACTIVITIES OF DAILY LIVING (IADL):
IndependentSome AssistanceDependent
Meal Preparation:______
Shopping:______
Medical Mgmt.:______
Money Mgmt.:______
Using Telephone:______
Heavy Housework:______
Light Housework:______
Transportation:______
DISABILITY FACTORS:
__Visually Impaired __Hearing Impaired __Physically Impaired __Cognitively Impaired __Declined to State
Diabetic? __Yes or __No
Diagnosed with Alzheimer’s or other neurological disorder? __Yes or __No
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