Review, reaction, and projection: the role of the CFO in planning.

PubMed

Nauert, R C

1985-08-01

In recent years, CFOs have become an integral part of the healthcare organization's strategic planning process. Although not the leader in the process, CFOs should assume a role of review, reaction, and projection. Furthermore, they should oppose any venture that would weaken the financial strength of the institution--whether or not they support the venture on social grounds. The CFO's responsibility in planning is to improve the financial strength of the organization, using support documentation, thorough preparation, and logic. The CEO's concern for community needs and desire to pursue a new business should be tempered by the CFO's financial and economic judgment.

Financing strategic plans for not-for-profits.

PubMed

Wong-Hammond, Laca; Damon, Lorie

2013-07-01

To succeed in today's complex economic environment, a not-for-profit health system requires an effective strategic capital planning process that harmonizes three elements: The organization's long-term business plan and mission. Existing financial resources and finance options available to support the organization's business plan. Financial risk and return on equity to the organization's stakeholders (within acceptable parameters for business risk).

Financial planning considerations at retirement.

PubMed

Cole, R J

1998-03-01

The process of retirement planning is a difficult one for a physician. The Planning process should address the areas of Investment Planning, Estate Planning, and Risk Management. This article examines each of these dimensions with special emphasis on Modern Portfolio Theory as the basis for investment planning.

Economic Cognitions Among Older Adults: Parental Socialization Predicts Financial Planning for Retirement

PubMed Central

Palaci, Francisco; Jiménez, Irene; Topa, Gabriela

2017-01-01

Drawing on the model on financial planning for retirement (FPR), the aim of this work is to explore how parental economic socialization both directly and indirectly affects FPR through the mediation of financial literacy, financial planning decisions and financial management. Data from a sample of 280 participants aged between 45 and 63 years were used. The results show that parental economic socialization directly and indirectly influences FPR. Moreover, parental economic behavior acts as a positive model for the development of financial literacy and skills and for decisions about FPR. All the variables increased the explained variance of FPR. Lastly, we discuss the process by which parental economic socialization is positively related to financial literacy and skills that impact on FPR, indicating some implications and future lines of research. PMID:29209198

Economic Cognitions Among Older Adults: Parental Socialization Predicts Financial Planning for Retirement.

PubMed

Palaci, Francisco; Jiménez, Irene; Topa, Gabriela

2017-01-01

Drawing on the model on financial planning for retirement (FPR), the aim of this work is to explore how parental economic socialization both directly and indirectly affects FPR through the mediation of financial literacy, financial planning decisions and financial management. Data from a sample of 280 participants aged between 45 and 63 years were used. The results show that parental economic socialization directly and indirectly influences FPR. Moreover, parental economic behavior acts as a positive model for the development of financial literacy and skills and for decisions about FPR. All the variables increased the explained variance of FPR. Lastly, we discuss the process by which parental economic socialization is positively related to financial literacy and skills that impact on FPR, indicating some implications and future lines of research.

10 CFR 1.31 - Office of the Chief Financial Officer.

Code of Federal Regulations, 2014 CFR

2014-01-01

... planning, budgeting, and performance management process; (f) Develops and maintains an integrated agency accounting and financial management system, including an accounting system, and financial reporting and...— (a) Oversees all financial management activities relating to NRC's programs and operations and...

10 CFR 1.31 - Office of the Chief Financial Officer.

Code of Federal Regulations, 2012 CFR

2012-01-01

... planning, budgeting, and performance management process; (f) Develops and maintains an integrated agency accounting and financial management system, including an accounting system, and financial reporting and...— (a) Oversees all financial management activities relating to NRC's programs and operations and...

10 CFR 1.31 - Office of the Chief Financial Officer.

Code of Federal Regulations, 2013 CFR

2013-01-01

... planning, budgeting, and performance management process; (f) Develops and maintains an integrated agency accounting and financial management system, including an accounting system, and financial reporting and...— (a) Oversees all financial management activities relating to NRC's programs and operations and...

10 CFR 1.31 - Office of the Chief Financial Officer.

Code of Federal Regulations, 2011 CFR

2011-01-01

... planning, budgeting, and performance management process; (f) Develops and maintains an integrated agency accounting and financial management system, including an accounting system, and financial reporting and...— (a) Oversees all financial management activities relating to NRC's programs and operations and...

An evaluation of Mexican transportation planning, finance, implementation, and construction processes.

DOT National Transportation Integrated Search

2009-10-01

This research examined the legal, financial, institutional and policy processes that Mexico uses to plan, finance, : construct, and implement its transportation network. It documents through twelve case studies the state of the : practice in planning...

Marketing Financial Aid

ERIC Educational Resources Information Center

Huddleston, Thomas, Jr.; Batty, Burt F.

1978-01-01

Student financial assistance services are becoming a major part of the institutional marketing plan as traditional college-age students decline in numbers and price competition among institutions increases. The effect of financial aid on enrollment and admissions processes is discussed along with the role of the financial aid officer. (Author/LBH)

7 CFR 621.34 - Recipient responsibility.

Code of Federal Regulations, 2010 CFR

2010-01-01

... data, analyzing problems, planning and formulating proposals, and considering financial plans. Active public participation is solicited in the planning process through means such as questionnaires, public...

12 CFR 721.3 - What categories of activities are preapproved as incidental powers necessary or requisite to...

Code of Federal Regulations, 2010 CFR

2010-01-01

..., employees and data processing. (e) Financial counseling services. Financial counseling services means advice... financial matters. Financial counseling services may include income tax preparation service, electronic tax filing for your members, counseling regarding estate and retirement planning, investment counseling, and...

Financial literacy: Do people know the ABCs of finance?

PubMed

Lusardi, Annamaria

2015-04-01

Increasingly, individuals are in charge of their own financial security and are confronted with ever more complex financial instruments. However, there is evidence that many individuals are not well-equipped to make sound saving decisions. This article looks at financial literacy, which is defined as the ability to process economic information and make informed decisions about financial planning, wealth accumulation, debt, and pensions. Failure to plan for retirement, lack of participation in the stock market, and poor borrowing behavior can all be linked to ignorance of basic financial concepts. Financial literacy impacts financial decision making, with implications that apply to individuals, communities, countries, and society as a whole. Given the lack of financial literacy among the population, it may be important to remedy it by adding financial literacy to the school curriculum. © The Author(s) 2015.

41 CFR 101-6.2104 - What are the Administrator's general responsibilities under the Order?

Code of Federal Regulations, 2010 CFR

2010-07-01

..., proposed Federal financial assistance from, or direct Federal development by, GSA. (b) If a State adopts a process under the Order to review and coordinate proposed Federal financial assistance and direct Federal... officials as early in a program planning cycle as is reasonably feasible to explain specific plans and...

Resource Management and Financial Equilibrium.

ERIC Educational Resources Information Center

Massy, William F.

1975-01-01

The critical importance of planning in higher education is addressed. The challenge to planning is seen not just as alleviating the current pressures, but in assuring that the traditions of independence, creativity, and intellectual excellence survive. The planning process at Stanford University is described. For the university, the process of…

Institutional Planning: What Role for Directors of Student Admissions and Financial Aid?

ERIC Educational Resources Information Center

Haines, John R.

1976-01-01

According to the director of Higher Education Management Services for the New York State Education Department, the offices of admissions and student financial aid have long been excluded from the institutional planning process. In an era of projected enrollment declines and increased competition, these offices need to assume a critical new role.…

The role of CQI in the strategic planning process.

PubMed

Sahney, V K; Warden, G L

1993-01-01

This article describes the strategic planning process used to define the health care needs of a region and to prepare Henry Ford Health System (HFHS) to meet the needs of the 21st century. It presents key applications of continuous quality improvement in the development and implementation of the strategic plans for HFHS; explains how HFHS adapted the Deming/Shewhart cycle of continuous improvement for the purpose of improving its planning process; and delineates how the strategic planning, financial planning, and quality planning processes have been integrated.

Financial issues for commercial space ventures: Paying for the dreams

NASA Technical Reports Server (NTRS)

Egan, J. J.

1984-01-01

Various financial issues involved in commercial space enterprise are discussed. Particular emphasis is placed on the materials processing area: the current state of business plan and financial developments, what is needed for enhanced probability of success of future materials development efforts in attracting financial backing, and finally, the risks involved in this entire business area.

28 CFR 545.10 - Purpose and scope.

Code of Federal Regulations, 2013 CFR

2013-07-01

... COMPENSATION Inmate Financial Responsibility Program § 545.10 Purpose and scope. The Bureau of Prisons encourages each sentenced inmate to meet his or her legitimate financial obligations. As part of the initial classification process, staff will assist the inmate in developing a financial plan for meeting those obligations...

28 CFR 545.10 - Purpose and scope.

Code of Federal Regulations, 2014 CFR

2014-07-01

... COMPENSATION Inmate Financial Responsibility Program § 545.10 Purpose and scope. The Bureau of Prisons encourages each sentenced inmate to meet his or her legitimate financial obligations. As part of the initial classification process, staff will assist the inmate in developing a financial plan for meeting those obligations...

Financial Preparation for Retirement in Brazil: a Cross-Cultural Test of the Interdisciplinary Financial Planning Model.

PubMed

França, Lucia H F; Hershey, Douglas A

2018-03-01

In this investigation, we attempt to replicate the Interdisciplinary Financial Planning Model advanced by Hershey et al. (International Journal of Aging and Human Development, 70, 1-38, 2010) using a sample of Brazilian adults. This model, which was originally tested on individuals from The Netherlands and the United States, posits that psychological, social, and economic forces are key determinants of retirement planning practices and perceptions of saving adequacy. Taken together, fifteen hypotheses were subject to evaluation. Participants were 167 Brazilian working adults, 21-69 years of age, who were married or cohabitating at the time of testing. A path analysis model showed substantial support for the theoretical framework, with all variables found to contribute directly or indirectly to the prediction of financial planning and saving adequacy. Furthermore, two new paths were found to emerge in the Brazilian model that were not observed in the original investigation. This cross-national replication of the Interdisciplinary Financial Planning Model extends research on the topic to a developing country in which relatively few empirical studies of retirement planning have been carried out. Other analyses in the article focus on direct comparisons between the Brazilian model and the models developed based on American and Dutch respondents, with an eye toward better understanding how cultural forces shape the retirement planning process. The discussion focuses on how models of financial planning, such as the Hershey et al. (2010) model, can inform the development of savings-oriented education and intervention programs.

NASA Accountability Report

NASA Technical Reports Server (NTRS)

1997-01-01

NASA is piloting fiscal year (FY) 1997 Accountability Reports, which streamline and upgrade reporting to Congress and the public. The document presents statements by the NASA administrator, and the Chief Financial Officer, followed by an overview of NASA's organizational structure and the planning and budgeting process. The performance of NASA in four strategic enterprises is reviewed: (1) Space Science, (2) Mission to Planet Earth, (3) Human Exploration and Development of Space, and (4) Aeronautics and Space Transportation Technology. Those areas which support the strategic enterprises are also reviewed in a section called Crosscutting Processes. For each of the four enterprises, there is discussion about the long term goals, the short term objectives and the accomplishments during FY 1997. The Crosscutting Processes section reviews issues and accomplishments relating to human resources, procurement, information technology, physical resources, financial management, small and disadvantaged businesses, and policy and plans. Following the discussion about the individual areas is Management's Discussion and Analysis, about NASA's financial statements. This is followed by a report by an independent commercial auditor and the financial statements.

Using corporate finance to engineer an organizational turnaround.

PubMed

Sussman, Jason H; Dziesinski, Ray R

2002-11-01

Georgia's Southern Regional Medical Center used a proven corporate finance approach to dramatically improve its financial position and integrate its strategic and financial planning. Managers throughout the organization were educated about principles of corporate finance. Reliable cash-flow projections were used to create a multiyear glide path to financial stability. Initiatives were tied to specific time frames and quantifiable financial goals and underwent a standardized review process.

Real estate investments demand strategic planning, objectives.

PubMed

Bermas, N F

1991-10-01

Real estate may present a great opportunity for institutions to positively affect their bottom lines. But it takes planning and foresight to achieve a solid real estate plan. In the following article, the author describes the process necessary to develop a program that goes beyond converting empty buildings into nursing homes. The process goes from identifying strategic objectives to examining financial alternatives and preparing an implementation plan.

Succession Planning and Financial Performance: Does Competition Matter?

PubMed

Patidar, Nitish; Gupta, Shivani; Azbik, Ginger; Weech-Maldonado, Robert

2016-01-01

Succession planning has been defined as the process by which one or more successors are identified for key positions, development activities are planned for identified successors, or both. Limited research exists pertaining to the relationship between hospital succession planning and financial performance, particularly in the context of market competition. We used the resource-based view framework to analyze the differential effect of succession planning on hospitals' financial performance based on market competition. According to RBV, organizations can achieve higher performance by using their superior resources and capabilities. We used a panel design consisting of a national sample of hospitals in the United States for 2006-2010. We analyzed data using multivariate linear regression with facility random effects and year and state fixed effects. The sample included 22,717 hospital-year observations; more than one half of the hospitals (55.4%) had a succession planning program. The study found a positive relationship between the presence of succession planning and financial performance (β = 1.41, p < .01), which was stronger in competitive markets (β = 2.31, p = .03) than in monopolistic markets (β = 1.06, p = .01). Hospitals can use these results to make informed decisions about investing in succession planning programs on the basis of competition in their market.

50 CFR 600.235 - Financial disclosure.

Code of Federal Regulations, 2010 CFR

2010-10-01

....235 Wildlife and Fisheries FISHERY CONSERVATION AND MANAGEMENT, NATIONAL OCEANIC AND ATMOSPHERIC.... Council decision means approval of a fishery management plan (FMP) or FMP amendment (including any.... Financial interest in harvesting, processing, or marketing (1) includes: (i) Stock, equity, or other...

Starworld: Preparing Accountants for the Future: A Case-Based Approach to Teach International Financial Reporting Standards Using ERP Software

ERIC Educational Resources Information Center

Ragan, Joseph M.; Savino, Christopher J.; Parashac, Paul; Hosler, Jonathan C.

2010-01-01

International Financial Reporting Standards now constitute an important part of educating young professional accountants. This paper looks at a case based process to teach International Financial Reporting Standards using integrated Enterprise Resource Planning software. The case contained within the paper can be used within a variety of courses…

Financial reporting.

PubMed

Bachrach, D J; Farrell, N L

1985-01-01

"How are we doing?" Financial reports must provide the answer to this all-important question for every medical group. Although there are some key differences between academic practices and private group practices, good financial reports and statements of activity are essential in all situations. Examples are provided here of how financial information can be communicated to the several organizational levels that need the information, as well as how financial planning, measurement, and control are part of this communication process. Sample formats outline the important ingredients for making your group's reports more useful.

Developing and executing a strategic plan.

PubMed

Morley, Glenn

2010-02-01

Because of the historic economic crisis, the past 18 months--2008 and the first half of 2009--have been challenging for many plastic surgery practices. Prior to the economic crisis in 2008, many practices enjoyed success with little synchronization between financial and productivity results, practice goals, and strategic planning. Now, suddenly, there is a great deal of interest in the alignment of budgets and financial reporting, marketing return on investment (ROI), staff accountability, and overhead management. The process of developing a business plan can serve to bring clarity and objectivity to the assessment of practice goals and market dynamics. The business planning process also provides assurance of more efficient use of the practice's human and capital resources. Ultimately, the process will bring order, discipline, and focus to practice stakeholders, thus increasing the likelihood of meeting or exceeding practice goals. The process: (1) defining the mission of the practice; (2) completing a competitive analysis for your market; (3) completing an assessment of your current environment; (4) completing an assessment of the financial health of your practice; (5) preparation of a SWOT (strengths, weakness, opportunity, threat) analysis; and (6) a translation of your mission statement into specific long-term goals and short-term performance objectives. The outcome of completing these tasks should be an actionable plan that will serve as a guide or road map for the practice. A well-articulated plan will solidify staff confidence, continue the advancement of a strong business foundation, and provide clear navigation through this new economic landscape in a way that preserves your ability to provide the care you have devoted yourselves to deliver. Today's needs, and yesterday's lessons, dictate that a well-documented strategic action plan be undertaken. Thieme Medical Publishers.

Use of business planning methods to monitor global health budgets in Turkmenistan.

PubMed Central

Ensor, T.; Amannyazova, B.

2000-01-01

After undergoing many changes, the financing of health care in countries of the former Soviet Union is now showing signs of maturing. Soon after the political transition in these countries, the development of insurance systems and fee-for-service payment systems dominated the discussions on health reform. At present there is increasing emphasis on case mix adjusted payments in larger hospitals and on global budgets in smaller district hospitals. The problem is that such systems are often mistrusted for not providing sufficient financial control. At the same time, unless further planned restructuring is introduced, payment systems cannot on their own induce the fundamental change required in the health care system. As described in this article, in Tejen etrap (district), Turkmenistan, prospective business plans, which link planned objectives and activities with financial allocations, provide a framework for setting and monitoring budget expenditure. Plans can be linked to the overall objectives of the restructuring system and can be used to ensure sound financial management. The process of business planning, which calls for a major change in the way health facilities examine their activities, can be used as a vehicle to increase awareness of management issues. It also provides a way of satisfying the requirement for a rigorous, bottom-up planning of financial resources. PMID:10994288

Allocating capital systemwide. Who gets how much and why.

PubMed

Albertina, R M; Bakewell, T F

1989-05-01

The maturing of multi-institutional healthcare systems has created a need for systemwide approaches to managing investment in capital expenditures. Historically, hospitals have allocated capital using traditional capital budgeting techniques, including discounted cash flow, net present value, and internal rate of return methodologies. Now systems can use a multifactored model to allocate capital among member hospitals. This approach uses historical and projected financial and statistical information to quantify the risks member hospitals face. At the system level, capital allocation decisions should start with the strategic and financial planning processes. Catholic systems face an additional caveat: The system's mission statement drives the planning processes. Conceptually, the capital allocation plan is an attempt to value each hospital as a going, or viable, concern. From this perspective, value is understood as a function of expected return, the certainty of the return, and the return offered by similar investments in other hospital markets. Despite the many determinants of business and financial risk, much of the variance in asset market value can be explained through five assessment criteria: market demographics, position within the market, historical and projected financial performance, historical utilization, and third-party reimbursement mix.

Strategic Financial Management for Conferences, Workshops, and Meetings. Jossey-Bass Higher and Adult Education Series and Jossey-Bass Management Series.

ERIC Educational Resources Information Center

Simerly, Robert G.

This book shows how to design and implement a strategic financial management system for any organization that plans conferences, workshops, and meetings. It guides the reader through steps in the budgeting and strategic financial management process. Case studies, hints, and guidelines for avoiding the most common mistakes are given, and…

Aging and financial planning for retirement: interdisciplinary influences viewed through a cross-cultural lens.

PubMed

Hershey, Douglas A; Henkens, Kene; Van Dalen, Hendrik P

2010-01-01

Current theoretical models support the existence of interactions between the individual and socio-environmental forces when it comes to the formation and enactment of life plans (Friedman & Scholnick, 1997; Shanahan & Elder, 2002). In this investigation, we examine the social, economic, and psychological forces that impact financial planning for retirement. The collective force of these three broad sets of influences was examined from developmental and cross-cultural perspectives, among respondents from two countries with very different retirement financing systems. Participants were 419 American and 556 Dutch working adults, 25-64 years of age. Path analysis models were created to examine differences in planning associated with age and national origin. Compared to younger individuals, older respondents in both countries were more involved in nearly all aspects of the financial planning process. Differences across cultures were also observed in the social support mechanisms that underlie planning and the impact economic forces have on perceptions of saving adequacy. The discussion focuses on the value of developing interdisciplinary theoretical models of planning, and how such models can inform the development of savings-oriented intervention and public policy initiatives.

Evaluation of Mexican transportation infrastructure projects.

DOT National Transportation Integrated Search

2009-01-01

This research examined the legal, financial, institutional and policy processes that Mexico uses to plan, finance, construct, and implement its transportation network. It documents through twelve case studies the state of the practice in planning, fi...

DOD Financial Management: Ongoing Challenges in Implementing the Financial Improvement and Audit Readiness Plan

DTIC Science & Technology

2011-09-15

programs and operations at high risk of being vulnerable to fraud, waste, and abuse.1 Despite several reform initiatives, DOD’s financial management...remains on GAO’s high- risk list today. Long- standing and pervasive weaknesses in DOD’s financial management and related business processes and systems...GAO has identified as being at high risk of waste, fraud, abuse, and mismanagement. The seven specific DOD high- risk areas are (1) approach to

Succession planning: a call to action for nurse executives.

PubMed

Trepanier, Sylvain; Crenshaw, Jeannette T

2013-10-01

To discuss the organisational benefits of strategic succession planning in acute care hospital settings as a responsibility of chief nurse executives. A formal succession planning process is crucial to the financial and operational viability and sustainability of acute care hospitals. A succession plan is an essential business strategy that promotes effective leadership transition and continuity while maintaining productivity. Nursing and business literature were reviewed; reports contrasting institutions with and without succession plans were examined; and, operational implications were considered. It is imperative that chief nurse executives respond to the business benefits of an effective succession planning programme, identify common barriers and solutions, and implement best practices for a successful strategic succession planning programme. A strategic succession planning programme may offer many benefits to an acute care hospital, including improved retention rates, increased staff engagement and enhanced financial performance. Considering the ageing nursing workforce and the potential increase in demand for nursing services in the near future, nurse executives and other nurse leaders must actively engage in a formal succession planning process. A formal succession planning programme will help to provide strategic leadership continuity, operational effectiveness and improved quality of care. © 2013 John Wiley & Sons Ltd.

15 CFR 13.4 - General responsibilities under the Order.

Code of Federal Regulations, 2010 CFR

2010-01-01

..., proposed Federal financial assistance from, or direct Federal development by, the Department. (b) If a state adopts a process under the Order to review and coordinate proposed Federal financial assistance... local elected officials as early in a program planning cycle as is reasonably feasible to explain...

78 FR 40745 - Submission for OMB Review; Comment Request

Federal Register 2010, 2011, 2012, 2013, 2014

2013-07-08

.... Description: The Advance Planning Document (APD) process, established in the rules at 45 CFR part 95, subpart F, is the procedure by which States request and obtain approval for Federal financial participation... Advance Planning Document 34 1.2 120 4,896 Operational Advance Planning Document 20 1 30 600 Estimated...

The National Shipbuilding Research Program, Computer Aided Process Planning for Shipyards

DTIC Science & Technology

1986-08-01

Factory Simulation with Conventional Factory Planning Techniques Financial Justification of State-of-the-Art Investment: A Study Using CAPP I–5 T I T L...and engineer to order.” “Factory Simulation: Approach to Integration of Computer- Based Factory Simulation with Conventional Factory Planning Techniques

Personal finance: there are no shortcuts to financial security.

PubMed

Yarkony, Kathryn

2009-12-01

Perioperative nurses have skills that lend themselves to sound financial decision-making, and during these difficult economic times, it is important to know how to secure earnings for the future. Key strategies include saving for retirement, consulting a financial advisor, investing in reliable vehicles, holding investments until the market stabilizes, and controlling credit card debt. Nurses can use the nursing process of assessment, diagnosis, planning, implementation, and evaluation to help them make sound financial decisions. (c) AORN, Inc, 2009.

Elevating the role of finance at Mary Lanning Healthcare.

PubMed

Hoffman, Amanda; Spence, Jay

2013-11-01

To effectively partner with hospital operations leaders, healthcare finance leaders should: Streamline and align financial planning and budgeting functions across the organization; Ensure capital planning is regarded as a strategic process; Optimize performance monitoring across management levels.

Older and wiser? An affective science perspective on age-related challenges in financial decision making

PubMed Central

Kensinger, Elizabeth A.; Munnell, Alicia H.; Sass, Steven A.; Dickerson, Brad C.; Wright, Christopher I.; Barrett, Lisa Feldman

2011-01-01

Financial planning decisionss are fundamentally affective in nature; they are decisions related to money, longevity and quality of life. Over the next several decades people will be increasingly responsible for managing their own assets and investments, and they will be subject to the affective influences on active, personal decision-making. Many of these crucial decisions are made and revised across the lifespan, including when to buy or sell a home, how to save for childrens’ education, how to manage healthcare costs, when to retire, how much to save for retirement and how to allocate retirement funds. As average life expectancy increases, many retirees will be faced with inadequate savings to live comfortably until the end of their lives. In the current article, we examine the problems of and potential solutions to inadequate financial planning through the lens of affective science, with an emphasis on how brain-based changes in affective processing with age might contribute to the challenge of financial planning. PMID:20587596

Older and wiser? An affective science perspective on age-related challenges in financial decision making.

PubMed

Weierich, Mariann R; Kensinger, Elizabeth A; Munnell, Alicia H; Sass, Steven A; Dickerson, Brad C; Wright, Christopher I; Barrett, Lisa Feldman

2011-04-01

Financial planning decisionss are fundamentally affective in nature; they are decisions related to money, longevity and quality of life. Over the next several decades people will be increasingly responsible for managing their own assets and investments, and they will be subject to the affective influences on active, personal decision-making. Many of these crucial decisions are made and revised across the lifespan, including when to buy or sell a home, how to save for childrens' education, how to manage healthcare costs, when to retire, how much to save for retirement and how to allocate retirement funds. As average life expectancy increases, many retirees will be faced with inadequate savings to live comfortably until the end of their lives. In the current article, we examine the problems of and potential solutions to inadequate financial planning through the lens of affective science, with an emphasis on how brain-based changes in affective processing with age might contribute to the challenge of financial planning.

ICD-10: from assessment to remediation to strategic opportunity.

PubMed

Dugan, John K

2012-02-01

Healthcare finance teams should perform an enterprisewide assessment to determine what ICD-10 means to their organization, strategically, operationally, and financially. CFOs should strategically evaluate the impact of ICD-10 on the organization's entire financial operation. Organizations should have a contingency plan in place across all processes.

29 CFR 17.4 - What are the Secretary's general responsibilities under the Order?

Code of Federal Regulations, 2010 CFR

2010-07-01

..., proposed Federal financial assistance from, or direct Federal development by, the Department. (b) If a state adopts a process under the Order to review and coordinate proposed Federal financial assistance... local elected officials as early in a program planning cycle as is reasonably feasible to explain...

Notification: Background Investigation Services Audits of EPA’s Fiscal Year 2015 FIFRA and PRIA Financial Statements

EPA Pesticide Factsheets

Projects #OA-FY16-0080 and #OA-FY16-0079, February 8, 2016. EPA OIG plan to begin audits of the EPA's fiscal year (FY) 2015 financial statements for the Pesticides Reregistration and Expedited Processing Fund (FIFRA) and Pesticide Registration Fund (PRIA).

24 CFR 52.4 - What are the Secretary's general responsibilities under the Order?

Code of Federal Regulations, 2010 CFR

2010-04-01

..., proposed Federal financial assistance from, or direct Federal development by, the Department. (b) If a state adopts a process under the Order to review and coordinate proposed Federal financial assistance... local elected officials as early in a program planning cycle as is reasonably feasible to explain...

Strategic planning processes and financial performance among hospitals in Lebanon.

PubMed

Saleh, Shadi; Kaissi, Amer; Semaan, Adele; Natafgi, Nabil Maher

2013-01-01

Strategic planning has been presented as a valuable management tool. However, evidence of its deployment in healthcare and its effect on organizational performance is limited in low-income and middle-income countries (LMICs). The study aimed to explore the use of strategic planning processes in Lebanese hospitals and to investigate its association with financial performance. The study comprised 79 hospitals and assessed occupancy rate (OR) and revenue-per-bed (RPB) as performance measures. The strategic planning process included six domains: having a plan, plan development, plan implementation, responsibility of planning activities, governing board involvement, and physicians' involvement. Approximately 90% of hospitals have strategic plans that are moderately developed (mean score of 4.9 on a 1-7 scale) and implemented (score of 4.8). In 46% of the hospitals, the CEO has the responsibility for the plan. The level of governing board involvement in the process is moderate to high (score of 5.1), whereas physician involvement is lower (score of 4.1). The OR and RPB amounted to respectively 70% and 59 304 among hospitals with a strategic plan as compared with 62% and 33 564 for those lacking such a plan. No statistical association between having a strategic plan and either of the two measures was detected. However, the findings revealed that among hospitals that had a strategic plan, higher implementation levels were associated with lower OR (p < 0.05). In an LMIC healthcare environment characterized by resource limitation, complexity, and political and economic volatility, flexibility rather than rigid plans allow organizations to better cope with environmental turbulence. Copyright © 2012 John Wiley & Sons, Ltd.

25 CFR 1000.63 - Under what circumstances may planning and negotiation grants be awarded to Tribes/Consortia?

Code of Federal Regulations, 2013 CFR

2013-04-01

... AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.63 Under what circumstances...

25 CFR 1000.63 - Under what circumstances may planning and negotiation grants be awarded to Tribes/Consortia?

Code of Federal Regulations, 2011 CFR

2011-04-01

... AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.63 Under what circumstances...

25 CFR 1000.63 - Under what circumstances may planning and negotiation grants be awarded to Tribes/Consortia?

Code of Federal Regulations, 2012 CFR

2012-04-01

... AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.63 Under what circumstances...

25 CFR 1000.63 - Under what circumstances may planning and negotiation grants be awarded to Tribes/Consortia?

Code of Federal Regulations, 2014 CFR

2014-04-01

... AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.63 Under what circumstances...

78 FR 37819 - Submission for OMB Review; Comment Request

Federal Register 2010, 2011, 2012, 2013, 2014

2013-06-24

.... Description: The Advance Planning Document (APD) process, established in the rules at 45 CFR Part 95, Subpart F, is the procedure by which States request and obtain approval for Federal financial participation... Advance Planning Document 34 1.2 120 4,896 Operational Advance Planning Document 20 1 30 600 [[Page 37820...

78 FR 65145 - Federal Agricultural Mortgage Corporation Funding and Fiscal Affairs; Farmer Mac Capital Planning

Federal Register 2010, 2011, 2012, 2013, 2014

2013-10-31

... capital base and promote best practices for capital adequacy planning and stress testing. We view high... minimum supervisory standards for the capital planning process, including stress testing, (ii) describes... stress tests to ensure they are able to sustain financial soundness under adverse market conditions. In...

What's your game plan? Advice from the capital markets.

PubMed

Grube, Mark E; Wareham, Therese L

2005-11-01

Healthcare organizations are most attractive to the capital markets if they demonstrate or make use of: High-level strategic thinking and integrated strategic and financial planning. Comprehensive data on market and strategic position. A measurable, measured, and achieved strategy. Market strength and competitive differentiation. An ongoing planning process. Frequent communication and well-considered documentation.

Personal Financial Planning: Failure to Plan Properly May Have Dire Consequences.

ERIC Educational Resources Information Center

Rosenbloom, Jerry

1988-01-01

Effective personal financial planning results in sound decisions in the areas of insurance, accumulating capital, retirement planning, and tax planning. Appropriate financial planning concerns everyone--regardless of his or her stage in life. (MLW)

Pension Plan Types and Financial Literacy in Later Life.

PubMed

Li, Yang; Burr, Jeffrey A; Miller, Edward Alan

2017-09-09

The ongoing shift from defined benefit (DB) to defined contribution (DC) pension plans means that middle-aged and older adults are increasingly being called upon to manage their own fiscal security in retirement. Yet, half of older Americans are financially illiterate, lacking the knowledge and skills to manage financial resources. This study investigates whether pension plan types are associated with varying levels of financial literacy among older Americans. Cross-sectional analyses of the 2010 Health and Retirement Study (HRS) (n = 1,281) using logistic and linear regression models were employed to investigate the association between different pension plans and multiple indicators of financial literacy. The potential moderating effect of gender was also examined. Respondents with DC plans, with or without additional DB plans, were more likely to correctly answer various financial literacy questions, in comparison with respondents with DB plans only. Men with both DC and DB plans scored significantly higher on the financial literacy index than women with both types of plans, relative to respondents with DB plans only. Middle-aged and older adults, who are incentivized by participation in DC plans to manage financial resources and decide where to invest pension funds, tend to self-educate to improve financial knowledge and skills, thereby resulting in greater financial literacy. This finding suggests that traditional financial education programs may not be the only means of achieving financial literacy. Further consideration should be given to providing older adults with continued, long-term exposure to financial decision-making opportunities. © The Author 2017. Published by Oxford University Press on behalf of The Gerontological Society of America. All rights reserved. For permissions, please e-mail: journals.permissions@oup.com.

78 FR 54949 - Major Project Financial Plan Guidance

Federal Register 2010, 2011, 2012, 2013, 2014

2013-09-06

...'' (GA-090-751). That report recommended that Financial Plans include the cost of financing the project... Project Financial Plan Guidance AGENCY: Federal Highway Administration (FHWA), DOT. ACTION: Notice; Request for comments. SUMMARY: This notice requests comments on draft Major Project Financial Plan...

45 CFR 1152.4 - What are the Chairman's general responsibilities under the Order?

Code of Federal Regulations, 2010 CFR

2010-10-01

... directly affected by, proposed Federal financial assistance from the Endowment. (b) If a state adopts a process under the Order to review and coordinate proposed Federal financial assistance the Chairman, to... elected officials; (2) Communicates with state and local elected officials as early in a program planning...

34 CFR 79.4 - What are the Secretary's general responsibilities under the Order?

Code of Federal Regulations, 2010 CFR

2010-07-01

... affected by, proposed federal financial assistance from the Department. (b) If a state adopts a process under the Order to review and coordinate proposed federal financial assistance, the Secretary, to the... elected officials; (2) Communicates with state and local elected officials as early in a program planning...

Higher Education Trends (1997-1999): Administration. ERIC-HE Trends.

ERIC Educational Resources Information Center

Kezar, Adrianna J.

Several themes are prevalent in the literature on college administration. Motivating staff, planning, conflict management, ethics, power and influence, communication, strategy and decision making, vision, and financial issues are consistently discussed. However, common administrative processes such as planning, morale, and administrative climate…

25 CFR 1000.62 - Who can apply to OSG for grants to plan and negotiate non-BIA programs?

Code of Federal Regulations, 2011 CFR

2011-04-01

... INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.62 Who can apply to OSG for grants...

25 CFR 1000.68 - May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its planning...

Code of Federal Regulations, 2011 CFR

2011-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.68 May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its...

25 CFR 1000.68 - May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its planning...

Code of Federal Regulations, 2012 CFR

2012-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.68 May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its...

25 CFR 1000.68 - May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its planning...

Code of Federal Regulations, 2014 CFR

2014-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.68 May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its...

25 CFR 1000.62 - Who can apply to OSG for grants to plan and negotiate non-BIA programs?

Code of Federal Regulations, 2010 CFR

2010-04-01

... INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.62 Who can apply to OSG for grants...

25 CFR 1000.62 - Who can apply to OSG for grants to plan and negotiate non-BIA programs?

Code of Federal Regulations, 2012 CFR

2012-04-01

... INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.62 Who can apply to OSG for grants...

25 CFR 1000.62 - Who can apply to OSG for grants to plan and negotiate non-BIA programs?

Code of Federal Regulations, 2014 CFR

2014-04-01

... INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.62 Who can apply to OSG for grants...

25 CFR 1000.62 - Who can apply to OSG for grants to plan and negotiate non-BIA programs?

Code of Federal Regulations, 2013 CFR

2013-04-01

... INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.62 Who can apply to OSG for grants...

25 CFR 1000.68 - May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its planning...

Code of Federal Regulations, 2013 CFR

2013-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.68 May non-BIA bureaus provide technical assistance to a Tribe/Consortium in drafting its...

Talking about Money Is Taboo: Perceptions of Financial Planning Students and Implications for the Financial Planning Industry

ERIC Educational Resources Information Center

Alsemgeest, Liezel

2016-01-01

Communication about money is a social, cultural and psychological taboo and yet it is essential in the financial planning industry, as a financial planner cannot be effective if all information is not disclosed. This article examines how financial planning students perceive communication about money, their willingness to talk about it and their…

16 CFR 1000.19 - Office of Financial Management, Planning and Evaluation.

Code of Federal Regulations, 2011 CFR

2011-01-01

... 16 Commercial Practices 2 2011-01-01 2011-01-01 false Office of Financial Management, Planning and... COMMISSION ORGANIZATION AND FUNCTIONS § 1000.19 Office of Financial Management, Planning and Evaluation. The Office of Financial Management, Planning and Evaluation is responsible for developing the Commission's...

Small business, cash budgets and general practice.

PubMed

Jackson, A R

1991-01-01

In practice management, general practice falls into the category of small business with all its attendant generic problems. Disciplined planning and good financial management are not often seen in small business. These are required if general practitioners are to continue (or return to) the provision of high quality medical services. An effective budget process, especially cash-flow budgeting, is the key to successful planning and financial management. Budgeting will bring Control, Co-ordination, and Credibility to your practice. It will enable you to set goals and to achieve them.

The Budget Connection: The Last Step in the Planning Process.

ERIC Educational Resources Information Center

Barker, Thomas S.

1997-01-01

In order to succeed, a college or university must link its mission and plans to the budget. The statement of cash flow is a useful tool to establish this connection and adjust expenditures when necessary. Financial Accounting Standards Board formats help in preparing statements for planning purposes. An example of cash flow statement use for…

Strategic planning by independent community pharmacies.

PubMed

Harrison, Donald L

2005-01-01

(1) To assess the degree and level of use of the strategic planning process (none, partly, fully) by independent community pharmacy owners/managers and (2) to evaluate the relationships between independent community pharmacy owners/managers' level of strategic planning and indicators of pharmacy performance; including new and refill prescriptions filled, gross margin, rated patient care performance, rated dispensing performance, rated non-pharmacy performance, and rated financial performance. Cross-sectional study. United States. Nationwide random sample of 1,250 owners/managers of independent community pharmacies. Mailed survey. Quality of strategic planning conducted; pharmacy performance measures. Only 141 of 527 (26.8%) usable responses indicated use of some (77 pharmacies, 54.6%) or all (64 pharmacies, 45.4%) of the seven steps typical of strategic planning. Significant associations were observed between the level of strategic planning use and all pharmacy performance variables assessed, including indicators such as greater numbers of new and refill prescriptions dispensed, gross margins, patient care performance, dispensing performance, non-pharmacy performance, and financial performance. Greater ratings of pharmacy performance were significantly associated with the level of strategic planning use. Respondents who fully used strategic planning had significantly higher indicators than partial users; respondents who partly used the process had significantly higher ratings than respondents who did not conduct strategic planning.

Socioeconomic, psychological and demographic determinants of Australian baby boomers' financial planning for retirement.

PubMed

Noone, Jack; O'Loughlin, Kate; Kendig, Hal

2012-09-01

Research from around the Western World has shown that psychological, socioeconomic and demographic factors can influence levels of financial planning. This study aims to determine how these factors interrelate to predict planning outcomes. Data from the Ageing Baby Boomers in Australia Study were used to examine the effects of multiple factors on financial planning for 709 employed Australians nearing retirement. The results showed that higher income, future time perspective (FTP) and financial knowledge independently predicted levels of retirement planning. The effects of FTP and financial knowledge on financial planning were consistent across levels of socioeconomic status. While similar issues in financial planning appeared across socioeconomic status, a 'one size fits all' approach to retirement policy may not be effective. Instead, policy should be targeted towards the diverse needs of different groups. Raising public awareness of FTP and financial knowledge may provide a useful starting point. © 2012 The Authors. Australasian Journal on Ageing © 2012 ACOTA.

Developing a Personal Financial Planning Program: More than Just Courses

ERIC Educational Resources Information Center

Martin, Charles L., Jr.

2007-01-01

Personal financial planning is considered one of the major growth professions of the coming decade. Besides providing an opportunity for employment, a major in personal financial planning can open the door to a rewarding and challenging career. Career opportunities in the personal financial planning field include opening a private practice or…

Survey of emergency medicine resident debt status and financial planning preparedness.

PubMed

Glaspy, Jeffrey N; Ma, O John; Steele, Mark T; Hall, Jacqueline

2005-01-01

Most resident physicians accrue significant financial debt throughout their medical and graduate medical education. The objective of this study was to analyze emergency medicine resident debt status, financial planning actions, and educational experiences for financial planning and debt management. A 22-item questionnaire was sent to all 123 Accreditation Council on Graduate Medical Education-accredited emergency medicine residency programs in July 2001. Two follow-up mailings were made to increase the response rate. The survey addressed four areas of resident debt and financial planning: 1) accrued debt, 2) moonlighting activity, 3) financial planning/debt management education, and 4) financial planning actions. Descriptive statistics were used to analyze the data. Survey responses were obtained from 67.4% (1,707/2,532) of emergency medicine residents in 89 of 123 (72.4%) residency programs. Nearly one half (768/1,707) of respondents have accrued more than 100,000 dollars of debt. Fifty-eight percent (990/1,707) of all residents reported that moonlighting would be necessary to meet their financial needs, and more than 33% (640/1,707) presently moonlight to supplement their income. Nearly one half (832/1,707) of residents actively invested money, of which online trading was the most common method (23.3%). Most residents reported that they received no debt management education during residency (82.1%) or medical school (63.7%). Furthermore, 79.1% (1,351/1,707) of residents reported that they received no financial planning lectures during residency, although 84.2% (1,438/1,707) reported that debt management and financial planning education should be available during residency. Most emergency medicine residency programs do not provide their residents with financial planning education. Most residents have accrued significant debt and believe that more financial planning and debt management education is needed during residency.

Financial Planners: Educating Widows in Personal Financial Planning

ERIC Educational Resources Information Center

Korb, Brian R.

2010-01-01

Widows constitute a growing segment of the U.S. population; however, very little has been done to educate them on the basics of personal financial planning. The creation and implementation of financial planning education programs for widows can help them become more financially literate and free them from anxiety and fear. Interviews with eight…

A Peer-Based Financial Planning & Education Service Program: An Innovative Pedagogic Approach

ERIC Educational Resources Information Center

Goetz, Joseph W.; Durband, Dorothy B.; Halley, Ryan E.; Davis, Kimberlee

2011-01-01

This paper presents a peer-based financial planning and education program as a strategy to address the lack of financial literacy among college students and provide an experiential learning opportunity for students majoring in financial planning or other financial services-related disciplines. Benefits of such programs to campus communities are…

76 FR 18555 - Statement of Organization, Functions, and Delegations of Authority

Federal Register 2010, 2011, 2012, 2013, 2014

2011-04-04

... leadership over the strategic planning process and the development of CMS strategic goals, metrics, and plans. Direct the development of financial and health care trend analysis and management insight report to inform senior CMS leadership strategic decision making. Set priorities for CSP direction, budget...

25 CFR 1000.64 - How does the Tribe/Consortium know when and how to apply to OSG for a planning and negotiation...

Code of Federal Regulations, 2014 CFR

2014-04-01

...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.64 How does...

25 CFR 1000.64 - How does the Tribe/Consortium know when and how to apply to OSG for a planning and negotiation...

Code of Federal Regulations, 2013 CFR

2013-04-01

...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.64 How does...

25 CFR 1000.64 - How does the Tribe/Consortium know when and how to apply to OSG for a planning and negotiation...

Code of Federal Regulations, 2012 CFR

2012-04-01

...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.64 How does...

25 CFR 1000.64 - How does the Tribe/Consortium know when and how to apply to OSG for a planning and negotiation...

Code of Federal Regulations, 2011 CFR

2011-04-01

...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.64 How does...

Cost Benefit Analysis of Enterprise Resource Planning System for the Naval Postgraduate School

DTIC Science & Technology

2002-06-01

Department-wide introduction and use of appropriate commercial financial practices and reporting • Develop a strategic plan for implementing a business... Development of a process innovation approach given the current capabilities of the system, recommend possible alternatives to close gaps. E

Where Are We Going? Planning Assumptions for Community Colleges.

ERIC Educational Resources Information Center

Maas, Rao, Taylor and Associates, Riverside, CA.

Designed to provide community college planners with a series of reference assumptions to consider in the planning process, this document sets forth assumptions related to finance (i.e., operational funds, capital funds, alternate funding sources, and campus financial operations); California state priorities; occupational trends; population (i.e.,…

Common Sense Planning for a Computer, or, What's It Worth to You?

ERIC Educational Resources Information Center

Crawford, Walt

1984-01-01

Suggests factors to be considered in planning for the purchase of a microcomputer, including budgets, benefits, costs, and decisions. Major uses of a personal computer are described--word processing, financial analysis, file and database management, programming and computer literacy, education, entertainment, and thrill of high technology. (EJS)

14 CFR 152.325 - Financial status report: Airport planning.

Code of Federal Regulations, 2012 CFR

2012-01-01

... 14 Aeronautics and Space 3 2012-01-01 2012-01-01 false Financial status report: Airport planning... TRANSPORTATION (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.325 Financial status report: Airport planning. Each sponsor of a project for airport master planning and each planning...

14 CFR 152.325 - Financial status report: Airport planning.

Code of Federal Regulations, 2013 CFR

2013-01-01

... 14 Aeronautics and Space 3 2013-01-01 2013-01-01 false Financial status report: Airport planning... TRANSPORTATION (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.325 Financial status report: Airport planning. Each sponsor of a project for airport master planning and each planning...

14 CFR 152.325 - Financial status report: Airport planning.

Code of Federal Regulations, 2011 CFR

2011-01-01

... 14 Aeronautics and Space 3 2011-01-01 2011-01-01 false Financial status report: Airport planning... TRANSPORTATION (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.325 Financial status report: Airport planning. Each sponsor of a project for airport master planning and each planning...

14 CFR 152.325 - Financial status report: Airport planning.

Code of Federal Regulations, 2014 CFR

2014-01-01

... 14 Aeronautics and Space 3 2014-01-01 2014-01-01 false Financial status report: Airport planning... TRANSPORTATION (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.325 Financial status report: Airport planning. Each sponsor of a project for airport master planning and each planning...

The self employed occupational and environmental health nurse: maximizing business success by managing financial resources.

PubMed

Rainer, S R; Papp, E

2000-04-01

The occupational and environmental health nurse entrepreneur can avoid business failure by engaging in a planning process that maximizes financial resources. Successful financial management involves understanding key financial reports and using those reports as management tools to "keep score" on the business. The prices the occupational and environmental health nurse entrepreneur charges for services will have a direct effect on the success of the business. Payroll, earnings, and expense records are useful management tools to help the occupational and environmental health nurse entrepreneur track the business and meet legal requirements.

Making the End as Good as the Beginning: Financial Planning and Retirement for Women Plastic Surgeons.

PubMed

Johnson, Debra J; Shenaq, Deana; Thakor, Manisha

2016-10-01

Financial planning is critically important to ensure financial security both during a plastic surgical career and in retirement. Unfortunately, plastic surgery training includes very little in the way of financial planning. The information that is available in the literature is mostly geared toward men. Women, with longer lifespans and more family care responsibilities, have unique needs when it comes to financial planning. Adequate attention must also be paid to life after retirement. A plastic surgical career can be all-encompassing, and thus women need to carefully plan volunteer activities, new hobbies, and even a second career to make their retirement years fulfilling and enjoyable. Key points regarding financial planning during the various phases of a woman plastic surgeon's career are discussed. Options for retirement are presented.

14 CFR 152.325 - Financial status report: Airport planning.

Code of Federal Regulations, 2010 CFR

2010-01-01

... 14 Aeronautics and Space 3 2010-01-01 2010-01-01 false Financial status report: Airport planning... agency conducting a project for airport system planning shall submit a financial status report on a form... TRANSPORTATION (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.325 Financial...

Reading and understanding employee benefit plan financial statements.

PubMed

Lee, David C; Van Sertima, Michael A

2004-03-01

If your employee benefit plan has more than 100 participants, chances are you've had to work your way through the audited financial statements you're required to include with your Form 5500 filing. These statements contain a wealth of information about the financial health of your plan, and understanding them is an important fiduciary responsibility. To strengthen your grasp of financial statements, this article gives an overview that will make a plan's financial statements more informative, explains their basic structure and provides information on some of the more arcane aspects (such as actuarial tables). While this article focuses on Taft-Hartley (multiemployer) plans, much of it applies to other types of employee benefit plans.

25 CFR 1000.64 - How does the Tribe/Consortium know when and how to apply to OSG for a planning and negotiation...

Code of Federal Regulations, 2010 CFR

2010-04-01

... to OSG for a planning and negotiation grant? 1000.64 Section 1000.64 Indians OFFICE OF THE ASSISTANT...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.64 How does...

41 CFR 301-71.100 - What is the purpose of the travel authorization process?

Code of Federal Regulations, 2014 CFR

2014-07-01

... the travel authorization process? 301-71.100 Section 301-71.100 Public Contracts and Property... travel authorization process? The purpose is to: (a) Provide the employee information regarding what... travel programs; (c) Provide financial information necessary for budgetary planning; and (d) Identify...

41 CFR 301-71.100 - What is the purpose of the travel authorization process?

Code of Federal Regulations, 2012 CFR

2012-07-01

... the travel authorization process? 301-71.100 Section 301-71.100 Public Contracts and Property... travel authorization process? The purpose is to: (a) Provide the employee information regarding what... travel programs; (c) Provide financial information necessary for budgetary planning; and (d) Identify...

41 CFR 301-71.100 - What is the purpose of the travel authorization process?

Code of Federal Regulations, 2010 CFR

2010-07-01

... the travel authorization process? 301-71.100 Section 301-71.100 Public Contracts and Property... travel authorization process? The purpose is to: (a) Provide the employee information regarding what... travel programs; (c) Provide financial information necessary for budgetary planning; and (d) Identify...

41 CFR 301-71.100 - What is the purpose of the travel authorization process?

Code of Federal Regulations, 2013 CFR

2013-07-01

... the travel authorization process? 301-71.100 Section 301-71.100 Public Contracts and Property... travel authorization process? The purpose is to: (a) Provide the employee information regarding what... travel programs; (c) Provide financial information necessary for budgetary planning; and (d) Identify...

Inpatient Dialysis Unit Project Development: Redesigning Acute Hemodialysis Care.

PubMed

Day, Jennifer

2017-01-01

Executive leaders of an acute care hospital performed a market and financial analysis, and created a business plan to establish an inpatient hemodialysis unit operated by the hospital to provide safe, high-quality, evidence-based care to the population of individuals experiencing end stage renal disease (ESRD) within the community. The business plan included a SWOT (Strengths - Weaknesses - Opportunities - Threats) analysis to assess advantages of the hospital providing inpatient hemodialysis services versus outsourcing the services with a contracted agency. The results of the project were a newly constructed tandem hemodialysis room and an operational plan with clearly defined key performance indicators, process improvement initiatives, and financial goals. This article provides an overview of essential components of a business plan to guide the establishment of an inpatient hemodialysis unit. Copyright© by the American Nephrology Nurses Association.

75 FR 9334 - Multiemployer Pension Plan Information Made Available on Request

Federal Register 2010, 2011, 2012, 2013, 2014

2010-03-02

..., strategies) that, if disclosed by the plan, may cause, or increase a reasonable risk of, financial harm to... certain actuarial and financial documents about the plan to participants, beneficiaries, employee... request, shall furnish copies of certain actuarial and financial documents to any plan participant...

Decision support systems and the healthcare strategic planning process: a case study.

PubMed

Lundquist, D L; Norris, R M

1991-01-01

The repertoire of applications that comprises health-care decision support systems (DSS) includes analyses of clinical, financial, and operational activities. As a whole, these applications facilitate developing comprehensive and interrelated business and medical models that support the complex decisions required to successfully manage today's health-care organizations. Kennestone Regional Health Care System's use of DSS to facilitate strategic planning has precipitated marked changes in the organization's method of determining capital allocations. This case study discusses Kennestone's use of DSS in the strategic planning process, including profiles of key DSS modeling components.

Post-Implementation Success Factors for Enterprise Resource Planning Student Administration Systems in Higher Education Institutions

ERIC Educational Resources Information Center

Sullivan, Linda; Bozeman, William

2010-01-01

Enterprise Resource Planning (ERP) systems can represent one of the largest investments of human and financial resources by a higher education institution. They also bring a significant process reengineering aspect to the institution and the associated implementation project through the integration of compiled industry best practices into the…

42 CFR 422.384 - Financial plan requirement.

Code of Federal Regulations, 2010 CFR

2010-10-01

... plan. A financial plan must— (1) Cover the first 12 months after the estimated effective date of a PSO's MA contract; or (2) If the PSO is projecting losses, cover 12 months beyond the end of the period... timely manner, in accordance with the PSO's financial plan. (e) Guarantees and projected losses...

42 CFR 422.384 - Financial plan requirement.

Code of Federal Regulations, 2011 CFR

2011-10-01

... plan. A financial plan must— (1) Cover the first 12 months after the estimated effective date of a PSO's MA contract; or (2) If the PSO is projecting losses, cover 12 months beyond the end of the period... timely manner, in accordance with the PSO's financial plan. (e) Guarantees and projected losses...

Quality Control Analysis of Selected Aspects of Programs Administered by the Bureau of Student Financial Assistance. Task 1 and Quality Control Sample; Error-Prone Modeling Analysis Plan.

ERIC Educational Resources Information Center

Saavedra, Pedro; And Others

Parameters and procedures for developing an error-prone model (EPM) to predict financial aid applicants who are likely to misreport on Basic Educational Opportunity Grant (BEOG) applications are introduced. Specifications to adapt these general parameters to secondary data analysis of the Validation, Edits, and Applications Processing Systems…

Manpower and project planning

NASA Technical Reports Server (NTRS)

Johnson, David W.

1991-01-01

The purpose was to study how manpower and projects are planned at the Facilities Engineering Division (FENGD) within the Systems Engineering and Operations Directorate of the LaRC and to make recommendations for improving the effectiveness and productivity ot the tools that are used. The existing manpower and project planning processes (including the management plan for the FENGD, existing manpower planning reports, project reporting to LaRC and NASA Headquarters, employee time reporting, financial reporting, and coordination/tracking reports for procurement) were discussed with several people, and project planning software was evaluated.

25 CFR 1001.10 - Selection criteria for other planning and negotiating financial assistance.

Code of Federal Regulations, 2010 CFR

2010-04-01

... for other financial assistance for planning and negotiating of a DOI non-BIA program, service... circumstances may planning and negotiation financial assistance be made available to tribes/consortia? At the... 25 Indians 2 2010-04-01 2010-04-01 false Selection criteria for other planning and negotiating...

Gift Planning: You Can't Afford Not to

ERIC Educational Resources Information Center

Morley, Richard H.; Gaudette, Mike

2009-01-01

The process of reaching out to donors and securing gifts from alumni and other community members presents its share of challenges for community colleges. But, as funding experts Richard H. Morley and Mike Gaudette of the Council for Resource Development write in "Gift Planning: You Can't Afford Not To," there exists a huge financial incentive for…

Financial performance of health plans in Medicaid managed care.

PubMed

McCue, Mike

2012-01-01

This study assesses the financial performance of health plans that enroll Medicaid members across the key plan traits, specifically Medicaid dominant, publicly traded, and provider-sponsored. National Association of Insurance Commissioners (NAIC) financial data, coupled with selected state financial data, were analyzed for 170 Medicaid health plans for 2009. A mean test compared the mean values for medical loss, administrative cost, and operating margin ratios across these plan traits. Medicaid dominant plans are plans with 75 percent of their total enrollment in the Medicaid line of business. Plans that are Medicaid dominant and publicly traded incurred a lower medical loss ratio and higher administrative cost ratio than multi-product and non-publicly traded plans. Medicaid dominant plans also earned a higher operating profit margin. Plans offering commercial and Medicare products are operating at a loss for their Medicaid line of business. Health plans that do not specialize in Medicaid are losing money. Higher medical cost rather than administrative cost is the underlying reason for this financial loss. Since Medicaid enrollees do not account for their primary book of business, these plans may not have invested in the medical management programs to reduce inappropriate emergency room use and avoid costly hospitalization.

78 FR 38981 - Statement of Organization Functions, and Delegations of Authority

Federal Register 2010, 2011, 2012, 2013, 2014

2013-06-28

... integration of the budget and planning processes. Manages evaluation and measurement activities for the Agency... financial accounting and reporting systems and coordinates responses on budget and accounting matters with...

Proposed reporting model update creates dialogue between FASB and not-for-profits.

PubMed

Mosrie, Norman C

2016-04-01

Seeing a need to refresh the current guidelines, the Financial Accounting Standards Board (FASB) proposed an update to the financial accounting and reporting model for not-for-profit entities. In a response to solicited feedback, the board is now revisiting its proposed update and has set forth a plan to finalize its new guidelines. The FASB continues to solicit and respond to feedback as the process progresses.

Your Own Home. FDIC Money Smart Financial Education Curriculum = Su Casa Propia. FDIC Money Smart Plan de Educacion para Capacitacion en Finanzas.

ERIC Educational Resources Information Center

Federal Deposit Insurance Corp., Washington, DC.

This module on what homeownership is all about is one of ten in the Money Smart curriculum, and includes an instructor guide and a take-home guide. It was developed to help adults outside the financial mainstream enhance their money skills and create positive banking relationships. It is designed to familiarize participants with the process for…

36 CFR 230.39 - State priority plan-financial assistance.

Code of Federal Regulations, 2010 CFR

2010-07-01

... with Federal financial accounting standards. If an existing cost-share program is used, a copy of the... 36 Parks, Forests, and Public Property 2 2010-07-01 2010-07-01 false State priority plan-financial...—financial assistance. (a) Cost-share financial assistance includes a wide range of activities and practices...

Finance and supply management project execution plan

DOE Office of Scientific and Technical Information (OSTI.GOV)

BENNION, S.I.

As a subproject of the HANDI 2000 project, the Finance and Supply Management system is intended to serve FDH and Project Hanford major subcontractor with financial processes including general ledger, project costing, budgeting, and accounts payable, and supply management process including purchasing, inventory and contracts management. Currently these functions are performed with numerous legacy information systems and suboptimized processes.

25 CFR 1000.66 - What must be included in the application?

Code of Federal Regulations, 2014 CFR

2014-04-01

... EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.66 What must be included in the application? The application for a...

25 CFR 1000.66 - What must be included in the application?

Code of Federal Regulations, 2013 CFR

2013-04-01

... EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.66 What must be included in the application? The application for a...

25 CFR 1000.66 - What must be included in the application?

Code of Federal Regulations, 2012 CFR

2012-04-01

... EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.66 What must be included in the application? The application for a...

25 CFR 1000.66 - What must be included in the application?

Code of Federal Regulations, 2011 CFR

2011-04-01

... EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.66 What must be included in the application? The application for a...

25 CFR 47.8 - Who develops the local educational financial plans?

Code of Federal Regulations, 2012 CFR

2012-04-01

... Section 47.8 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.8 Who develops the local educational financial plans? The local Bureau-operated school supervisor develops the local educational financial plan in active...

25 CFR 47.8 - Who develops the local educational financial plans?

Code of Federal Regulations, 2013 CFR

2013-04-01

... Section 47.8 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.8 Who develops the local educational financial plans? The local Bureau-operated school supervisor develops the local educational financial plan in active...

25 CFR 47.8 - Who develops the local educational financial plans?

Code of Federal Regulations, 2010 CFR

2010-04-01

... Section 47.8 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.8 Who develops the local educational financial plans? The local Bureau-operated school supervisor develops the local educational financial plan in active...

25 CFR 47.8 - Who develops the local educational financial plans?

Code of Federal Regulations, 2014 CFR

2014-04-01

... Section 47.8 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.8 Who develops the local educational financial plans? The local Bureau-operated school supervisor develops the local educational financial plan in active...

25 CFR 47.8 - Who develops the local educational financial plans?

Code of Federal Regulations, 2011 CFR

2011-04-01

... Section 47.8 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.8 Who develops the local educational financial plans? The local Bureau-operated school supervisor develops the local educational financial plan in active...

An Overview of Fiduciary Standards and Suitability for Financial Planning Students

ERIC Educational Resources Information Center

Chong, James T.; Jennings, Penelope R.; Phillips, G. Michael

2015-01-01

Financial planning is an interdisciplinary field including finance and business law topics. Consequently, standard pedagogical resources often omit topics that fall between these fields. To address a key gap in educational materials for financial planning students and faculty, this article reviews recent regulatory developments for financial…

16 CFR 1000.19 - Office of Financial Management, Planning and Evaluation.

Code of Federal Regulations, 2010 CFR

2010-01-01

...; analysis of major policy and operational issues; performing evaluations and management studies of... 16 Commercial Practices 2 2010-01-01 2010-01-01 false Office of Financial Management, Planning and... COMMISSION ORGANIZATION AND FUNCTIONS § 1000.19 Office of Financial Management, Planning and Evaluation. The...

KSC-2014-2028

NASA Image and Video Library

2014-04-10

CAPE CANAVERAL, Fla. -- At the Kennedy Space Center in Florida, Trey Carlson, the spaceport's master planner, describes how the Center Planning and Development Directorate CPD is working to help transform Kennedy into a multi-user spaceport through partnerships and resource planning. The event was first of what is planned to be quarterly meetings between NASA's industry partners and representatives of Kennedy's CPD, Safety and Mission Assurance, International Space Station Ground Processing, Chief Financial officer and Ground Processing and Ground Systems Development and Operations directorates. Center Planning and Development is the “front door” for partnerships with NASA’s Kennedy Space Center. Kennedy is now developing the world’s premier spaceport for government and commercial space industries using comprehensive resource planning and partnerships. Photo credit: NASA/Daniel Casper

KSC-2014-2029

NASA Image and Video Library

2014-04-10

CAPE CANAVERAL, Fla. -- At the Kennedy Space Center in Florida, Trey Carlson, the spaceport's master planner, describes how the Center Planning and Development Directorate CPD is working to help transform Kennedy into a multi-user spaceport through partnerships and resource planning. The event was first of what is planned to be quarterly meetings between NASA's industry partners and representatives of Kennedy's CPD, Safety and Mission Assurance, International Space Station Ground Processing, Chief Financial officer and Ground Processing and Ground Systems Development and Operations directorates. Center Planning and Development is the “front door” for partnerships with NASA’s Kennedy Space Center. Kennedy is now developing the world’s premier spaceport for government and commercial space industries using comprehensive resource planning and partnerships. Photo credit: NASA/Daniel Casper

Strategic business planning linking strategy with financial reality.

PubMed

Bachrodt, Andrew K; Smyth, J Patrick

2004-11-01

To succeed in today's complex and often adverse business environment, a healthcare organization's strategic direction must be calculated, focused, and financially sustainable. Strategic business planning is an essential tool to help organizations focus strategic choices within the financial realities of their environment. An effective strategic business planning cycle includes conducting an assessment, identifying business objectives, developing strategy, conducting an impact analysis, and developing an implementation plan.

Paying to Get Paid.

PubMed

Sorrel, Amy Lynn

2015-12-01

Some health plans and third-party vendors that process plan payments are moving to virtual credit cards, without warning and without much explanation of fees or opt-out procedures. Physician practices don't have to accept the financial and administrative costs associated with virtual cards. TMA officials say doctors have a choice and the right to demand that their payers issue payments via direct deposit.

ZBB--a new skill for the financial manager.

PubMed

Thompson, G B; Pyhrr, P A

1979-03-01

Zero-based budgeting (ZBB) is a management decision-making tool currently gaining wide acceptance. ZBB is a budgeting approach which is useful for planning, controlling and coordinating financial and human resources. It involves the re-evaluation of all budgeted activities in terms of priorities established by the management. The traditional process of incremental budgeting differs from ZBB in that only the planned changes are evaluated in the former. In incremental budgeting, the base budget is considered authorized and required little attention. The ZBB process focuses on the whol budget. This is accomplished by: (1) identifying decision units; (2) evaluating each decision unit in terms of performance, costs, benefits, and alternate means of accomplishiing the objectives; (3) ranking the decision packages; and (4) preparing a budget for the highest priority decision packages. The effect of the ZBB approach is that new high priority programs may be funded by eliminating or reducing existing lower-priority programs. ZBB is viewed as a logical process which can combine many of the elements of good management.

Innovative solutions: sample financial management business plan: neurosurgical intensive care unit.

PubMed

Villanueva-Baldonado, Analiza; Barrett-Sheridan, Shirley E

2010-01-01

This article describes one institution's intention to implement a financial management business plan for a neurosurgical intensive care unit in a level I trauma center. The financial objective of this proposed business plan includes a service increase in the patient population requiring critical care in a way that will help control costs.

29 CFR 2520.104-50 - Short plan years, deferral of accountant's examination and report.

Code of Federal Regulations, 2010 CFR

2010-07-01

...) Financial statements and accompanying schedules prepared in conformity with the requirements of section 103... respect to the financial statements and accompanying schedules for both of the two plan years. (2) The annual report for the second of the two consecutive plan years shall include: (i) Financial statements...

Development of Financial Plans for Regional Transportation Plans - Methods, Data and Issues

DOT National Transportation Integrated Search

1997-01-01

This paper focuses on the portion of the Financial Plan for the Regional Transportation Plan (RTP) dealing with the road system in Southeast Michigan Council of Governments (SEMCOG) metropolitan planning region under the jurisdiction of county road a...

Financial socialization of first-year college students: the roles of parents, work, and education.

PubMed

Shim, Soyeon; Barber, Bonnie L; Card, Noel A; Xiao, Jing Jian; Serido, Joyce

2010-12-01

This cross-sectional study tests a conceptual financial socialization process model, specifying four-levels that connect anticipatory socialization during adolescence to young adults' current financial learning, to their financial attitudes, and to their financial behavior. A total of 2,098 first-year college students (61.9% females) participated in the survey, representing a diverse ethnic group (32.6% minority participation: Hispanic 14.9%, Asian/Asian American 9%, Black 3.4%, Native American 1.8% and other 3.5%). Structural equation modeling indicated that parents, work, and high school financial education during adolescence predicted young adults' current financial learning, attitude and behavior, with the role played by parents substantially greater than the role played by work experience and high school financial education combined. Data also supported the proposed hierarchical financial socialization four-level model, indicating that early financial socialization is related to financial learning, which in turn is related to financial attitudes and subsequently to financial behavior. The study presents a discussion of how the theories of consumer socialization and planned behavior were combined effectively to depict the financial development of young adults. Several practical implications are also provided for parents, educators and students.

Revisit, revamp, and revitalize your business plan: part 3.

PubMed

Waldron, David

2011-01-01

Managing with financial statements is discussed, including fundamental definitions and conventions related to this process such as an income statement and a balance sheet. Balanced scorecards and dashboards can be used to measure progress and to communicate achievements. Steps taken to defining data using KPIs, sourcing data, and structuring the scorecard are outlined. A core part of managing with financial statements is understanding how to drive the business and engage the staff using balanced scorecards.

Implement balanced scorecard to translate strategic plan into actionable objectives.

PubMed

2004-09-01

Faced with challenges ranging from declining reimbursement to staff shortages, health care organizations--integrated delivery systems, physician group practices, disease management providers, and others--increasingly are turning to general business models to map out step-by-step action plans for performance measurement and process improvement. Creating a "balanced scorecard" is an obvious starting point for assessing and improving clinical and financial performance.

[Financing of regional occupational health service centers: structure and financial criteria in years 2000-2001].

PubMed

Rydlewska-Liszkowska, Izabela

2003-01-01

The rational planning and financing of occupational health services at the national level have to be based on an appropriate system of information about individual units and their financial status that could illustrate their financial administration. This is required not only in view of the internal needs of public money management, but also in view of the national health accounts. The major task in this regard is to assess the level and structure of financing to individual units and to check the soundness of criteria used in the process of supplying financial means. The results of such an analysis can be a valuable source of information for planning carried out also by the institutions which provide funds to cover the cost of tasks performed by individual units. The aim of the project implemented by the Nofer Institute of Occupational Medicine was to collect, process and analyze data on the level and structure of financing of provincial occupational medicine centers. In this paper, the objectives, methodology and analytical tools are discussed. The results and structural data on the level and structure of financing of regional occupational health services centers covering a two-year period are presented. At the same time, the criteria for allocating funds were identified, which made it possible to evaluate the situation and to propose new solutions.

College & University Business Administration. Third Edition.

ERIC Educational Resources Information Center

National Association of College and University Business Officers, Washington, DC.

This text presents indepth coverage of five areas of college and university business administration, including administrative management, business management, fiscal management, and financial accounting and reporting. The section on administrative management encompasses institutional planning, management information systems and data processing,…

25 CFR 1000.73 - Once a Tribe/Consortium has been awarded a grant, may the Tribe/Consortium obtain information...

Code of Federal Regulations, 2011 CFR

2011-04-01

... SELF-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process...

25 CFR 1000.73 - Once a Tribe/Consortium has been awarded a grant, may the Tribe/Consortium obtain information...

Code of Federal Regulations, 2012 CFR

2012-04-01

... SELF-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process...

25 CFR 1000.73 - Once a Tribe/Consortium has been awarded a grant, may the Tribe/Consortium obtain information...

Code of Federal Regulations, 2014 CFR

2014-04-01

... SELF-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process...

The Apple III.

ERIC Educational Resources Information Center

Ditlea, Steve

1982-01-01

Describes and evaluates the features, performance, peripheral devices, available software, and capabilities of the Apple III microcomputer. The computer's operating system, its hardware, and the commercially produced software it accepts are discussed. Specific applications programs for financial planning, accounting, and word processing are…

25 CFR 1000.73 - Once a Tribe/Consortium has been awarded a grant, may the Tribe/Consortium obtain information...

Code of Federal Regulations, 2010 CFR

2010-04-01

... SELF-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process...

Students' Perceptions of a Scaffolded Approach to Learning Financial Planning: An Empirical Study

ERIC Educational Resources Information Center

Cull, Michelle; Davis, Glenda

2013-01-01

In the aftermath of the global financial crisis (GFC), one understandable area of scrutiny and pressure for reform is the educational background and professionalism of personal financial advisers. This Australian study reports on a three-year investigation into students' perceptions of "scaffolded" instruction in financial planning. The…

The interplay between women's life course work patterns and financial planning for later life.

PubMed

Berger, Ellie D; Denton, Margaret A

2004-01-01

In order to gain a comprehensive understanding of the interplay between women's life course work patterns and their financial planning for later life, we examined data from semi-structured interviews with retired women (n = 28) aged 59 to 92. The majority of women disrupted their careers at some point in time, for an average of 14 years, primarily for child-rearing responsibilities. We found that financial preparedness and income security in later life are structured by women's life course work patterns. However, individuals also have the ability to shape their own lives and many of the women took the initiative to acquire financial knowledge irrespective of their work situation. Financial-planning advice that participants gave to future generations of older women was also explored and centred on the importance of saving, avoiding debt, maintaining financial independence, and planning ahead.

The spatial politics of place and health policy: Exploring Sustainability and Transformation Plans in the English NHS.

PubMed

Hammond, Jonathan; Lorne, Colin; Coleman, Anna; Allen, Pauline; Mays, Nicholas; Dam, Rinita; Mason, Thomas; Checkland, Kath

2017-10-01

This paper explores how 'place' is conceptualised and mobilized in health policy and considers the implications of this. Using the on-going spatial reorganizing of the English NHS as an exemplar, we draw upon relational geographies of place for illumination. We focus on the introduction of 'Sustainability and Transformation Plans' (STPs): positioned to support improvements in care and relieve financial pressures within the health and social care system. STP implementation requires collaboration between organizations within 44 bounded territories that must reach 'local' consensus about service redesign under conditions of unprecedented financial constraint. Emphasising the continued influence of previous reorganizations, we argue that such spatialized practices elude neat containment within coherent territorial geographies. Rather than a technical process financially and spatially 'fixing' health and care systems, STPs exemplify post-politics-closing down the political dimensions of policy-making by associating 'place' with 'local' empowerment to undertake highly resource-constrained management of health systems, distancing responsibility from national political processes. Relational understandings of place thus provide value in understanding health policies and systems, and help to identify where and how STPs might experience difficulties. Copyright © 2017 Elsevier Ltd. All rights reserved.

Characteristics of health plans that treat psychiatric patients.

PubMed

Zarin, D A; West, J C; Pincus, H A; Tanielian, T L

1999-01-01

Nationally representative data regarding the organizational, financial, and procedural features of health plans in which psychiatric patients receive treatment indicate that fewer privately insured, Medicaid, and Medicare managed care enrollees receive care from a psychiatrist than is true for "nonmanaged" enrollees. Financial considerations were reported to adversely affect treatment for one-third of all patients. Although utilization management techniques and financial/resource constraints commonly applied to patients in both managed and nonmanaged plans, performance-based incentives were rare in nonmanaged plans. The traditional health plan categories provide limited information to identify salient plan characteristics and guide policy decisions regarding the provision of care.

Responsibility for retirement planning shifts to employees.

PubMed

Van Gelder, N

1994-08-01

In recent years, organizations have shifted away from offering their employees defined benefit plans that promise specified income streams to employees when they retire. Instead, they are offering employees defined contribution plans, which rely on investment performance, as directed by plan participants, to generate sufficient retirement income. Healthcare financial managers who work in organizations that offer retirement plans for their employees find themselves increasingly prevailed upon to play the role of instructor to plan participants. While some financial managers may not relish the role, the more successful financial managers are at helping plan participants achieve their retirement income goals, the better the chance of healthcare organizations avoiding future liability problems.

Nearly half of families in high-deductible health plans whose members have chronic conditions face substantial financial burden.

PubMed

Galbraith, Alison A; Ross-Degnan, Dennis; Soumerai, Stephen B; Rosenthal, Meredith B; Gay, Charlene; Lieu, Tracy A

2011-02-01

High-deductible health plans-typically with deductibles of at least $1,000 per individual and $2,000 per family-require greater enrollee cost sharing than traditional plans. But they also may provide more affordable premiums and may be the lowest-cost, or only, coverage option for many families with members who are chronically ill. We surveyed families with chronic conditions in high-deductible plans and families in traditional plans to compare health care-related financial burden-such as experiencing difficulty paying medical or basic bills or having to set up payment plans. Almost half (48 percent) of the families with chronic conditions in high-deductible plans reported health care-related financial burden, compared to 21 percent of families in traditional plans. Almost twice as many lower-income families in high-deductible plans spent more than 3 percent of income on health care expenses as lower-income families in traditional plans (53 percent versus 29 percent). As health reform efforts advance, policy makers must consider how to modify high-deductible plans to reduce the financial burden for families with chronic conditions.

Six Lessons We Learned Applying Six Sigma

NASA Technical Reports Server (NTRS)

Carroll, Napoleon; Casleton, Christa H.

2005-01-01

As Chief Financial Officer of Kennedy Space Center (KSC), I'm not only responsible for financial planning and accounting but also for building strong partnerships with the CFO customers, who include Space Shuttle and International Space Station operations as well all who manage the KSC Spaceport. My never ending goal is to design, manage and continuously improve our core business processes so that they deliver world class products and services to the CFO's customers. I became interested in Six Sigma as Christa Casleton (KSC's first Six Sigma Black belt) applied Six Sigma tools and methods to our Plan and Account for Travel Costs Process. Her analysis was fresh, innovative and thorough but, even more impressive, was her approach to ensure ongoing, continuous process improvement. Encouraged by the results, I launched two more process improvement initiatives aimed at applying Six Sigma principles to CFO processes that not only touch most of my employees but also have direct customer impact. As many of you know, Six Sigma is a measurement scale that compares the output of a process with customer requirements. That's straight forward, but demands that you not only understand your processes but also know your products and the critical customer requirements. The objective is to isolate and eliminate the causes of process variation so that the customer sees consistently high quality.

Using Field Experiments to Evaluate the Impact of Financial Planning and Counseling Interventions

ERIC Educational Resources Information Center

Collins, J. Michael

2017-01-01

Field experiments, which are a powerful research technique, are common in some fields, but they have not been widely used in studying the effect of financial and counseling planning interventions. Financial services can benefit from the expanded use of field experiments to explore potential causal mechanisms for the effects of financial planning…

Reform Programme for Higher Education in the Hungarian People's Republic.

ERIC Educational Resources Information Center

Palovecz, Janos

1985-01-01

Hungary's plans and objectives for higher education development are summarized regarding the function of higher education, the length of training programs, the educational process, scientific research, teacher and student characteristics, institutional cooperation, financial conditions, and institutional management. (MSE)

25 CFR 1000.71 - Can an applicant appeal a decision not to award a grant?

Code of Federal Regulations, 2010 CFR

2010-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.71 Can an applicant appeal a decision not to award a...

25 CFR 1000.71 - Can an applicant appeal a decision not to award a grant?

Code of Federal Regulations, 2013 CFR

2013-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.71 Can an applicant appeal a decision not to award a...

25 CFR 1000.71 - Can an applicant appeal a decision not to award a grant?

Code of Federal Regulations, 2011 CFR

2011-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.71 Can an applicant appeal a decision not to award a...

25 CFR 1000.71 - Can an applicant appeal a decision not to award a grant?

Code of Federal Regulations, 2014 CFR

2014-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.71 Can an applicant appeal a decision not to award a...

25 CFR 1000.71 - Can an applicant appeal a decision not to award a grant?

Code of Federal Regulations, 2012 CFR

2012-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.71 Can an applicant appeal a decision not to award a...

The influence of financial officers on the decision-making process in health facilities: a study in Ankara.

PubMed

Kisa, Adnan; Kavuncubasi, Sahin; Ersoy, Korkut

2006-01-01

Financial officers in health facilities currently face 2 main duties. The first is to help the management team in the decision-making process and the second is to ensure the integrity of financial reports to outsiders and outside agencies. A roster of 191 private outpatient clinics in Ankara was drawn up. Fourteen private hospitals and 66 private clinics were included in the study via systematic sampling. Financial officers' perceptions of involvement in 46 decisions (grouped as strategic decisions, accounting and assessment, and nonfinancial decisions) were gauged using a responsive scale ranging from 1 (no involvement) to 5 (greatly involved). Involvement was defined as the extent of participation in specific decision-making issues. High involvement is assumed to be tantamount to influence and can be visualized in the extent to which financial officers could challenge plans, recommend or disapprove, or take a very significant role in reaching decisions. The results of the study show that in the dynamic environment in which health facilities operate, the financial officer's role is somewhat equivocal. The study suggests that the power and influence of financial officers should be defined in such a way so as to develop a clear role for these members of the management team.

Survey of Applicant Experience and Cost in the Urology Match: Opportunities for Reform.

PubMed

Nikonow, Tara N; Lyon, Timothy D; Jackman, Stephen V; Averch, Timothy D

2015-10-01

The urology match is highly competitive but there is a paucity of published data regarding the costs and barriers that applicants face. We gathered data on contributors to cost in the 2014 urology residency match. A survey was sent to all applicants offered an interview at each of 18 participating institutions. Information on demographics, interview related costs, access to financial aid, frequency of away rotations and second look invitations was collected. A total of 173 respondents spent a median of $7,000 on the urology match. Applicants attended a mean of 14 interviews with an average per interview cost of $500. Overall 95% of respondents did at least 1 away rotation and 79% reported being asked to return for a second look interview at least once. Of the respondents 66% did not receive any financial aid for interviews and only 28% believed their financial aid departments provided adequate financial planning. Of those surveyed 20% indicated that their financial situation limited the number of interviews they attended. We estimate that $3,122,000 was spent by applicants on the 2014 urology match. One in 5 applicants reported limiting the number of interviews they attended due to financial concerns. Adequate financial planning resources were not widely available. Nearly all applicants went on an away rotation and encouragement to return for second look interviews was common. These factors may contribute to financial and regional bias in the match process, and are potential targets for reform. Copyright © 2015 American Urological Association Education and Research, Inc. Published by Elsevier Inc. All rights reserved.

The interventional radiology business plan.

PubMed

Beheshti, Michael V; Meek, Mary E; Kaufman, John A

2012-09-01

Strategic planning and business planning are processes commonly employed by organizations that exist in competitive environments. Although it is difficult to prove a causal relationship between formal strategic/business planning and positive organizational performance, there is broad agreement that formal strategic and business plans are components of successful organizations. The various elements of strategic plans and business plans are not common in the vernacular of practicing physicians. As health care becomes more competitive, familiarity with these tools may grow in importance. Herein we provide an overview of formal strategic and business planning, and offer a roadmap for an interventional radiology-specific plan that may be useful for organizations confronting competitive and financial threats. Copyright © 2012 SIR. Published by Elsevier Inc. All rights reserved.

Theoretical bases of project management in conditions of innovative economy based on fuzzy modeling

NASA Astrophysics Data System (ADS)

Beilin, I. L.; Khomenko, V. V.

2018-05-01

In recent years, more and more Russian enterprises (both private and public) are trying to organize their activities on the basis of modern scientific research in order to improve the management of economic processes. Business planning, financial and investment analysis, modern software products based on the latest scientific developments are introduced everywhere. At the same time, there is a growing demand for market research (both at the microeconomic and macroeconomic levels), for financial and general economic information.

Financial Planning for Retirement: A Psychosocial Perspective

PubMed Central

Topa, Gabriela; Lunceford, Gregg; Boyatzis, Richard E.

2018-01-01

Retirement is a time of life that has grown ever longer in the developed world, and the number of pensioners has increased accordingly, questioning the strength of Social Security systems and the social safety net in general. Financial Planning for Retirement (FRP) consists of the series of activities involved in the accumulation of wealth to cover needs in the post-retirement stage of life. The negative short-, mid-, and long-term consequences of inadequate Financial Planning for Retirement do not only affect individuals, but also their extended families, homes, eventually producing an unwanted impact on the entire society. The Capacity-Willingness-Opportunity Model has been proposed to understand FPR, combined with Intentional Change Theory, a framework for understanding the process, antecedents and consequences of FPR. From this perspective, we propose this promising model, but there are a large number of variables that have not been included that offer novel ways to deepen our understanding of FPR. A focus on each dimension of the model, the role of age and psychosocial variables associated with demographic indicators such as gender, health status, and migration, allow us to provide a proposal of scientific advancement of FPR. PMID:29416519

Financial Planning for Retirement: A Psychosocial Perspective.

PubMed

Topa, Gabriela; Lunceford, Gregg; Boyatzis, Richard E

2017-01-01

Retirement is a time of life that has grown ever longer in the developed world, and the number of pensioners has increased accordingly, questioning the strength of Social Security systems and the social safety net in general. Financial Planning for Retirement (FRP) consists of the series of activities involved in the accumulation of wealth to cover needs in the post-retirement stage of life. The negative short-, mid-, and long-term consequences of inadequate Financial Planning for Retirement do not only affect individuals, but also their extended families, homes, eventually producing an unwanted impact on the entire society. The Capacity-Willingness-Opportunity Model has been proposed to understand FPR, combined with Intentional Change Theory, a framework for understanding the process, antecedents and consequences of FPR. From this perspective, we propose this promising model, but there are a large number of variables that have not been included that offer novel ways to deepen our understanding of FPR. A focus on each dimension of the model, the role of age and psychosocial variables associated with demographic indicators such as gender, health status, and migration, allow us to provide a proposal of scientific advancement of FPR.

Best Practices for Audit and Financial Advisory Committees Within the Department of Defense

DTIC Science & Technology

2007-12-06

oversight of an organization’s annual financial statement audit, risk management plan, internal control framework, and compliance with external...is generally responsible for providing independent oversight of an organization’s annual financial statement audit, risk management plan, internal...achieving financial management objectives and identify areas of risk or concern. 40 11.2. Systems of Internal Controls

78 FR 7476 - Airport Improvement Program

Federal Register 2010, 2011, 2012, 2013, 2014

2013-02-01

... of Airport Planning and Programming, Financial Assistance Division has updated and significantly.... San Martin, Manager, Airports Financial Assistance Division, Office of Airport Planning and... Airports, Airport Planning and Programming, Routing Symbol APP-501, 800 Independence Avenue SW., Room 619...

Family Living Supplement.

ERIC Educational Resources Information Center

Truitt, Debbie

This family living supplement contains 125 supplemental ideas and strategies designed to help vocational home economics teachers increase student motivation and enrich the teaching process. Ideas and strategies are organized into seven sections. These are career planning, securing a job, and career success; managing financial resources, buying…

34 CFR 644.7 - What definitions apply?

Code of Federal Regulations, 2014 CFR

2014-07-01

... knowledge about— (i) Personal and family budget planning; (ii) Understanding credit building principles to..., personal costs); (v) Financial assistance (e.g., searches, application processes, and differences between... individual means an individual whose family's taxable income did not exceed 150 percent of the poverty level...

34 CFR 644.7 - What definitions apply?

Code of Federal Regulations, 2012 CFR

2012-07-01

... knowledge about— (i) Personal and family budget planning; (ii) Understanding credit building principles to..., personal costs); (v) Financial assistance (e.g., searches, application processes, and differences between... individual means an individual whose family's taxable income did not exceed 150 percent of the poverty level...

34 CFR 644.7 - What definitions apply?

Code of Federal Regulations, 2013 CFR

2013-07-01

... knowledge about— (i) Personal and family budget planning; (ii) Understanding credit building principles to..., personal costs); (v) Financial assistance (e.g., searches, application processes, and differences between... individual means an individual whose family's taxable income did not exceed 150 percent of the poverty level...

25 CFR 1000.69 - How can a Tribe/Consortium obtain comments or selection documents received or utilized after OSG...

Code of Federal Regulations, 2013 CFR

2013-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.69 How can a Tribe/Consortium obtain comments or...

25 CFR 1000.69 - How can a Tribe/Consortium obtain comments or selection documents received or utilized after OSG...

Code of Federal Regulations, 2014 CFR

2014-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.69 How can a Tribe/Consortium obtain comments or...

25 CFR 1000.69 - How can a Tribe/Consortium obtain comments or selection documents received or utilized after OSG...

Code of Federal Regulations, 2012 CFR

2012-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.69 How can a Tribe/Consortium obtain comments or...

25 CFR 1000.69 - How can a Tribe/Consortium obtain comments or selection documents received or utilized after OSG...

Code of Federal Regulations, 2011 CFR

2011-04-01

...-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.69 How can a Tribe/Consortium obtain comments or...

FINANCIAL LITERACY AROUND THE WORLD: AN OVERVIEW.

PubMed

Lusardi, Annamaria; Mitchell, Olivia S

2011-10-01

In an increasingly risky and globalized marketplace, people must be able to make well-informed financial decisions. Yet new international research demonstrates that financial illiteracy is widespread when financial markets are well developed as in Germany, the Netherlands, Sweden, Japan, Italy, New Zealand, and the United States, or when they are changing rapidly as in Russia. Further, across these countries, we show that the older population believes itself well informed, even though it is actually less well informed than average. Other common patterns are also evident: women are less financially literate than men and are aware of this shortfall. More educated people are more informed, yet education is far from a perfect proxy for literacy. There are also ethnic/racial and regional differences: city-dwellers in Russia are better informed than their rural counterparts, while in the U.S., African Americans and Hispanics are relatively less financially literate than others. Moreover, the more financially knowledgeable are also those most likely to plan for retirement. In fact, answering one additional financial question correctly is associated with a 3-4 percentage point higher chance of planning for retirement in countries as diverse as Germany, the U.S., Japan, and Sweden; in the Netherlands, it boosts planning by 10 percentage points. Finally, using instrumental variables, we show that these estimates probably underestimate the effects of financial literacy on retirement planning. In sum, around the world, financial literacy is critical to retirement security.

Nearly Half of Families In High-Deductible Health Plans Whose Members Have Chronic Conditions Face Substantial Financial Burden

PubMed Central

Galbraith, Alison A.; Ross-Degnan, Dennis; Soumerai, Stephen B.; Rosenthal, Meredith B.; Gay, Charlene; Lieu, Tracy A.

2015-01-01

High-deductible health plans – typically with deductibles of at least $1,000 per individual and $2,000 per family -- require greater enrollee cost sharing than traditional plans. But they also may provide more affordable premiums and may be the lowest-cost, or only, coverage option for many families with members who are chronically ill. We surveyed families with chronic conditions in high-deductible plans and families in traditional plans to compare health care-related financial burden – such as experiencing difficulty paying medical or basic bills or having to set up payment plans. Almost half (48 percent) of the families with chronic conditions in high-deductible plans reported health care-related financial burden, compared to a fifth of families (21 percent) in traditional plans. Almost twice as many lower-income families in high-deductible plans spent more than 3 percent of income on health care expenses as lower-income families in traditional plans (53 percent versus 29 percent). As health reform efforts advance, policy makers must consider how to modify high-deductible plans to reduce the financial burden for families with chronic conditions. PMID:21289354

Creating a market strategy for 'brand loyalty'.

PubMed

Hutter, G M

1991-10-01

A healthcare organization's financial well-being stems from sound strategic planning, which increasingly requires the merger of marketing intelligence and financial management expertise. As a participant in strategic planning, a hospital's chief financial officer (CFO) ensures that plans achieve organizational goals for growth and return on investment. CFOs can apply their analytical and measurement skills to help determine areas of strength and potential growth, then match those services to market segments.

Market value: an underused financial planning tool.

PubMed

Harris, J P; Schimmel, V E

1987-04-01

Two issues facing CFOs are capital formation and the long-range financial impact of strategic planning decisions. For not-for-profit organizations, debt capacity is the main determining factor of capital formation while investment analysis is the key to the financial evaluation of strategic planning options. And, the market, or sale, value of the organization can serve as an effective tool to manage current debt capacity and future investment decisions.

National Aeronautics and Space Administration FY 2001 Accountability Report

NASA Technical Reports Server (NTRS)

2001-01-01

The National Aeronautics and Space Administration (NASA) is an independent Agency established to plan and manage the future of the Nation's civil aeronautics and space program. This Accountability Report covers Federal Fiscal Year (FY) 2001 (October 1, 2000, through September 30, 2001), with discussion of some subsequent events The Report contains an overview addressing the Agency's critical programs and financial performance and includes highlights of performance organized by goals and objectives of the Enterprises and Crosscutting Processes. The Report also summarizes NASA's stewardship over budget and financial resources, including audited financial statements and footnotes. The financial statements reflect an overall position of offices and activities, including assets and liabilities, as well as results of operations, pursuant to requirements of Federal law (31 U.S.C. 3515(b)). The auditor's opinions on NASA's financial statements, reports on internal controls, and compliance with laws and regulations are included in this Report.

National Aeronautics and Space Administration Fiscal Year 2001 Accountability Report

NASA Technical Reports Server (NTRS)

2002-01-01

The National Aeronautics and Space Administration (NASA) is an independent Agency established to plan and manage the future of the Nation's civil aeronautics and space program. This Accountability Report covers Federal Fiscal Year (FY) 2001 (October 1, 2000, through September 30, 2001), with discussion of some subsequent events. The Report contains an overview addressing the Agency's critical programs and financial performance and includes highlights of performance organized by goals and objectives of the Enterprises and Crosscutting Processes. The Report also summarizes NASA's stewardship over budget and financial resources, including audited financial statements and footnotes. The financial statements reflect an overall position of offices and activities, including assets and liabilities, as well as results of operations, pursuant to requirements of Federal law (31 U.S.C. 3515(b)). The auditor's opinions on NASA's financial statements, reports on internal controls, and compliance with laws and regulations are included in this report.

The computer-generated treatment plan... Create the nucleus to successful systems.

PubMed

Bernhardt, Christene

2004-12-01

A well-managed, highly efficient practice relies on the comprehensive information provided through effective treatment planning. Computer-generated treatment plans are successful only if the 14 key points of information are included within the plan. Major systems such as scheduling, financial agreements, and insurance processing fail if adequate information is not provided through the treatment plan. Successful interactions with patients at the time of the consultation rely heavily on having adequate information at your fingertips. The treatment plan is truly the foundation to all communications that must occur during the patient's experience, and ensures that every team member has clear and easy access to the status of each patient as treatment unfolds.

A strategic endeavor in business planning--an oncology perspective.

PubMed

Eck, C

2000-06-01

Planning is imperative to provide direction for future growth. The purpose of writing a business plan is to cultivate, analyze, and refine ideas. Planning for academic health centers has become increasingly important because of the changes in financing and delivery of health care. Gathering data related to the current patients population as well as the projected future trends is necessary to establish a framework. Identifying the market and financial data and formulating the strategies needed to move forward are key elements of a business plan. The ultimate outcome of the process is to convince others that the vision is achievable and to ensure allocation of resources to carry out the plan.

Temporal discounting in major depressive disorder.

PubMed

Pulcu, E; Trotter, P D; Thomas, E J; McFarquhar, M; Juhasz, G; Sahakian, B J; Deakin, J F W; Zahn, R; Anderson, I M; Elliott, R

2014-07-01

Major depressive disorder (MDD) is associated with abnormalities in financial reward processing. Previous research suggests that patients with MDD show reduced sensitivity to frequency of financial rewards. However, there is a lack of conclusive evidence from studies investigating the evaluation of financial rewards over time, an important aspect of reward processing that influences the way people plan long-term investments. Beck's cognitive model posits that patients with MDD hold a negative view of the future that may influence the amount of resources patients are willing to invest into their future selves. We administered a delay discounting task to 82 participants: 29 healthy controls, 29 unmedicated participants with fully remitted MDD (rMDD) and 24 participants with current MDD (11 on medication). Patients with current MDD, relative to remitted patients and healthy subjects, discounted large-sized future rewards at a significantly higher rate and were insensitive to changes in reward size from medium to large. There was a main effect of clinical group on discounting rates for large-sized rewards, and discounting rates for large-sized rewards correlated with severity of depressive symptoms, particularly hopelessness. Higher discounting of delayed rewards in MDD seems to be state dependent and may be a reflection of depressive symptoms, specifically hopelessness. Discounting distant rewards at a higher rate means that patients are more likely to choose immediate financial options. Such impairments related to long-term investment planning may be important for understanding value-based decision making in MDD, and contribute to ongoing functional impairment.

25 CFR 1000.72 - Will OSG notify Tribes/Consortia and affected non-BIA bureaus of the results of the selection...

Code of Federal Regulations, 2013 CFR

2013-04-01

... bureaus of the results of the selection process? 1000.72 Section 1000.72 Indians OFFICE OF THE ASSISTANT...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.72 Will OSG...

25 CFR 1000.72 - Will OSG notify Tribes/Consortia and affected non-BIA bureaus of the results of the selection...

Code of Federal Regulations, 2014 CFR

2014-04-01

... bureaus of the results of the selection process? 1000.72 Section 1000.72 Indians OFFICE OF THE ASSISTANT...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.72 Will OSG...

25 CFR 1000.72 - Will OSG notify Tribes/Consortia and affected non-BIA bureaus of the results of the selection...

Code of Federal Regulations, 2011 CFR

2011-04-01

... bureaus of the results of the selection process? 1000.72 Section 1000.72 Indians OFFICE OF THE ASSISTANT...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.72 Will OSG...

25 CFR 1000.72 - Will OSG notify Tribes/Consortia and affected non-BIA bureaus of the results of the selection...

Code of Federal Regulations, 2012 CFR

2012-04-01

... bureaus of the results of the selection process? 1000.72 Section 1000.72 Indians OFFICE OF THE ASSISTANT...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.72 Will OSG...

Collective Bargaining As an Instrument of Change.

ERIC Educational Resources Information Center

Ayers, Steven V.

1998-01-01

The Hilton Central School District, New York, utilized the collective bargaining process to create a financial incentive that would motivate teachers to achieve a baseline level of technological competency. Describes the negotiated agreement, results obtained during the initial year of implementation, and future plans. (MLF)

77 FR 37443 - Records Schedules; Availability and Request for Comments

Federal Register 2010, 2011, 2012, 2013, 2014

2012-06-21

... process is available on request. Schedules Pending 1. Department of Defense, Defense Threat Reduction... for budget planning, financial forecasting, and related functions. 2. Department of Defense, Defense..., after a specified period, of records lacking administrative, legal, research, or other value. Notice is...

New Trends in Facility Asset Management.

ERIC Educational Resources Information Center

Adams, Matt

2000-01-01

Explains new, positive trends in facility asset management that encompasses greater acceptance and involvement of facility managers in the financial planning process, greater awareness of the need for maintenance, and facility administrators taking a greater role with business officers. The new climate for alternative renewal financing proposals…

25 CFR 1000.72 - Will OSG notify Tribes/Consortia and affected non-BIA bureaus of the results of the selection...

Code of Federal Regulations, 2010 CFR

2010-04-01

...-GOVERNMENT ACT AMENDMENTS TO THE INDIAN SELF-DETERMINATION AND EDUCATION ACT Other Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.72 Will OSG...

Securing your financial future.

PubMed

Kachalia, Parag R

2009-04-01

Securing one's financial future requires dedication and planning. A clear plan must be implemented and continually re-examined to assure an individual remains on track to achieve this security. True success of the plan will be dependent upon taking the appropriate steps to protecting one's assets against unfortunate events along with building assets with a clear end goal in mind. This article will cover the fundamental steps an individual can take to secure their financial future.

Joint Venture Health Plans May Give ACOs a Run for Their Money.

PubMed

Reinke, Thomas

2016-12-01

Joint venture plans are starting to demonstrate their ability to implement clinical management and financial management reforms. A JV health plan replaces the offloading of financial risk by health plans to ill-equipped providers with an executive-level cost management committee stated jointly by the hospital and payer.

25 CFR 1001.10 - Selection criteria for other planning and negotiating financial assistance.

Code of Federal Regulations, 2011 CFR

2011-04-01

... for other financial assistance for planning and negotiating of a DOI non-BIA program, service... that may be available to self-governance tribes/consortia for planning and negotiating with DOI non-BIA... are available for the purpose of planning and negotiating with DOI non-BIA bureaus under this section...

76 FR 67774 - Board of Governors; Sunshine Act Meeting

Federal Register 2010, 2011, 2012, 2013, 2014

2011-11-02

..., Financial Statements and Annual Report. 6. Consideration of Fiscal Year 2011 Comprehensive Statement and Annual Performance Plan. 7. Consideration of Fiscal Year 2012 Integrated Financial Plan. 8. Consideration.... Strategic Issues. 2. Financial Matters. Tuesday, November 15 at 1:30 p.m. (Open) 1. Approval of Minutes of...

Goal Clarity and Financial Planning Activities as Determinants of Retirement Savings Contributions

ERIC Educational Resources Information Center

Stawski, Robert S.; Hershey, Douglas A.; Jacobs-Lawson, Joy M.

2007-01-01

Retirement counselors, financial service professionals, and retirement intervention specialists routinely emphasize the importance of developing clear goals for the future; however, few empirical studies have focused on the benefits of retirement goal setting. In the present study, the extent to which goal clarity and financial planning activities…

The impact of financial incentives on the implementation of asthma or diabetes self-management: A systematic review.

PubMed

Jackson, Tracy; Shields, Michael D; Heaney, Liam G; Kendall, Marilyn; Pearce, Christina J; Hui, Chi Yan; Pinnock, Hilary

2017-01-01

Financial incentives are utilised in healthcare systems in a number of countries to improve quality of care delivered to patients by rewarding practices or practitioners for achieving set targets. To systematically review the evidence investigating the impact of financial incentives for implementation of supported self-management on quality of care including: organisational process outcomes, individual behavioural outcomes, and health outcomes for individuals with asthma or diabetes; both conditions with an extensive evidence base for self-management. We followed Cochrane methodology, using a PICOS search strategy to search eight databases in November 2015 (updated May 2017) including a broad range of implementation methodologies. Studies were weighted by robustness of methodology, number of participants and the quality score. We used narrative synthesis due to heterogeneity of studies. We identified 2,541 articles; 12 met our inclusion criteria. The articles were from the US (n = 7), UK (n = 4) and Canada (n = 1). Measured outcomes were HbA1c tests undertaken and/or the level achieved (n = 10), written action plans for asthma (n = 1) and hospital/emergency department visits (n = 1). Three of the studies were part of a larger incentive scheme including many conditions; one focused on asthma; eight focussed on diabetes. In asthma, the proportion receiving 'perfect care' (including providing a written action plan) increased from 4% to 88% in one study, and there were fewer hospitalisations/emergency department visits in another study. Across the diabetes studies, quality-of-care/GP performance scores improved in three, were unchanged in six and deteriorated in one. Results for the impact of financial incentives for the implementation of self-management were mixed. The evidence in diabetes suggests no consistent impact on diabetic control. There was evidence from a single study of improved process and health outcomes in asthma. Further research is needed to confirm these findings and understand the process by which financial incentives may impact (or not) on care. Protocol registration number: CRD42016027411.

Structuring Disaster Recovery Infrastructure Decisions: Lessons from Boulder County's 2013 Flood Recovery

NASA Astrophysics Data System (ADS)

Clavin, C.; Petropoulos, Z.

2017-12-01

Recovery phase decision making processes, as compared to mitigation and response phase decision making processes, require communities make significant financial and capital decisions in the months after a disaster. Collectively, these investments may significantly contribute to the resilience of a community to future hazards. Pre-disaster administrative decisions are well-established within existing planning processes. Post-event recovery requires community decision makers to quickly evaluate technical proposals and manage significant recovery financial resources to ensure their community rebuilds in a manner that will be more resilient to future events. These technical and administrative hurdles in the aftermath of a disaster create a challenging atmosphere to make sound, scientifically-informed decisions leading to resilient recovery. In September 2013, a 1,000-year rain event that resulted in flooding throughout the Front Range of Colorado, significantly impacting Boulder County. While the event is long past, disaster recovery efforts still continue in parts of Boulder County. Boulder County officials formed a county collaborative that adapted the NIST Community Resilience Planning Guide for Buildings and Infrastructure Systems to facilitate a goals-based multi-criteria decision making process. Rather than use hazard-based information to guide infrastructure design, the county's decision process established time-to-recovery goals for infrastructure systems that were used as criteria for project design. This presentation explores the decision-making process employed by Boulder County to specify design standards for resilient rebuilding of infrastructure systems and examine how this infrastructure planning model could be extrapolated to other situations where there is uncertainty regarding future infrastructure design standards.

FINANCIAL LITERACY AROUND THE WORLD: AN OVERVIEW

PubMed Central

Lusardi, Annamaria; Mitchell, Olivia S.

2017-01-01

In an increasingly risky and globalized marketplace, people must be able to make well-informed financial decisions. Yet new international research demonstrates that financial illiteracy is widespread when financial markets are well developed as in Germany, the Netherlands, Sweden, Japan, Italy, New Zealand, and the United States, or when they are changing rapidly as in Russia. Further, across these countries, we show that the older population believes itself well informed, even though it is actually less well informed than average. Other common patterns are also evident: women are less financially literate than men and are aware of this shortfall. More educated people are more informed, yet education is far from a perfect proxy for literacy. There are also ethnic/racial and regional differences: city-dwellers in Russia are better informed than their rural counterparts, while in the U.S., African Americans and Hispanics are relatively less financially literate than others. Moreover, the more financially knowledgeable are also those most likely to plan for retirement. In fact, answering one additional financial question correctly is associated with a 3–4 percentage point higher chance of planning for retirement in countries as diverse as Germany, the U.S., Japan, and Sweden; in the Netherlands, it boosts planning by 10 percentage points. Finally, using instrumental variables, we show that these estimates probably underestimate the effects of financial literacy on retirement planning. In sum, around the world, financial literacy is critical to retirement security. PMID:28553190

10 CFR 603.1100 - Contracting officer's post-award responsibilities.

Code of Federal Regulations, 2011 CFR

2011-01-01

... technical progress, financial status, and future program plans. (b) Tracking and processing of reports... progress reports, and patent reports. (c) Handling payment requests and related matters. For a TIA using advance payments, that includes reviews of progress to verify that there is continued justification for...

Information System for Educational Policy and Administration.

ERIC Educational Resources Information Center

Clayton, J. C., Jr.

Educational Information System (EIS) is a proposed computer-based data processing system to help schools solve current educational problems more efficiently. The system would allow for more effective administrative operations in student scheduling, financial accounting, and long range planning. It would also assist school trustees and others in…

25 CFR 1000.70 - What criteria will the Director use to rank the applications and how many maximum points can be...

Code of Federal Regulations, 2014 CFR

2014-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.70 What criteria will the Director use to rank the applications and how many maximum points...

25 CFR 1000.70 - What criteria will the Director use to rank the applications and how many maximum points can be...

Code of Federal Regulations, 2011 CFR

2011-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.70 What criteria will the Director use to rank the applications and how many maximum points...

25 CFR 1000.70 - What criteria will the Director use to rank the applications and how many maximum points can be...

Code of Federal Regulations, 2013 CFR

2013-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.70 What criteria will the Director use to rank the applications and how many maximum points...

25 CFR 1000.70 - What criteria will the Director use to rank the applications and how many maximum points can be...

Code of Federal Regulations, 2012 CFR

2012-04-01

... Financial Assistance for Planning and Negotiation Grants for Non-BIA Programs Eligibility and Application Process § 1000.70 What criteria will the Director use to rank the applications and how many maximum points...

45 CFR 74.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-10-01

... ADMINISTRATIVE REQUIREMENTS FOR AWARDS AND SUBAWARDS TO INSTITUTIONS OF HIGHER EDUCATION, HOSPITALS, OTHER NONPROFIT ORGANIZATIONS, AND COMMERCIAL ORGANIZATIONS Post-Award Requirements Financial and Program Management § 74.25 Revision of budget and program plans. (a) The budget plan is the financial expression of...

40 CFR 30.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-07-01

... FEDERAL ASSISTANCE UNIFORM ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH INSTITUTIONS OF HIGHER EDUCATION, HOSPITALS, AND OTHER NON-PROFIT ORGANIZATIONS Post-Award Requirements Financial and Program Management § 30.25 Revision of budget and program plans. (a) The budget plan is the financial...

77 FR 63925 - Proposed Collection; Comment Request

Federal Register 2010, 2011, 2012, 2013, 2014

2012-10-17

..., Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)--Not for Use With a Designated Financial Institution; Form 5305-SIMPLE, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)--for Use With a Designated Financial Institution; Notice 98-4, Simple IRA Plan Guidance. DATES...

Financial Planning for Retirement: An Imperative for Baby Boomer Women.

ERIC Educational Resources Information Center

Glass, J. Conrad, Jr.; Kilpatrick, Beverly B.

1998-01-01

Many women fail to plan for retirement due to economic constraints, interrupted career paths, lower earnings, gender bias, gender-role socialization, self-esteem, role definition, locus of control, or risk tolerance. Retirement education must address women's specific issues regarding financial planning. (SK)

78 FR 79460 - Notification of GSA Strategic Plan

Federal Register 2010, 2011, 2012, 2013, 2014

2013-12-30

...] Notification of GSA Strategic Plan AGENCY: Office of the Chief Financial Officer, U.S. General Services..., Office of the Chief Financial Officer, 1800 F Street NW., Washington, DC 20405. FOR FURTHER INFORMATION... Officer, Office of the Chief Financial Officer. [FR Doc. 2013-31168 Filed 12-27-13; 8:45 am] BILLING CODE...

78 FR 60285 - Final Notice To Announce the Implementation of Required Electronic Submission of State or Tribal...

Federal Register 2010, 2011, 2012, 2013, 2014

2013-10-01

... Financial Reporting Forms for Mandatory Grant Programs AGENCY: Office of Administration (OA), ACF, HHS... Tribal plans, and program and financial reporting forms for mandatory grant programs to ACF's Online Data... mandatory grant programs will be required to submit State plans, and programmatic and financial reporting...

Learning Context When Studying Financial Planning in High Schools: Nesting of Student, Teacher, and Classroom Characteristics

ERIC Educational Resources Information Center

Danes, Sharon M.; Rodriguez, Michael C.; Brewton, Katherine E.

2013-01-01

Grounded in social construction theory, the current study investigates the learning context when studying financial planning in high school by analyzing the nesting of student, teacher and classroom characteristics. Key findings were that three student characteristics (initial financial knowledge, gender, senior grade level), one teacher variable…

Understanding the Financial Bottom Line: Career Decisions and Money.

ERIC Educational Resources Information Center

Martellino, Carl Anthony

Educating career counselors and other practitioners in the career development field on at least the basics of financial planning concepts will enable them to provide clients with a more comprehensive approach to career decisions. A client with an understanding of financial planning basics will be better prepared as an informed, engaged, and…

Costing the scaling-up of human resources for health: lessons from Mozambique and Guinea Bissau

PubMed Central

2010-01-01

Introduction In the context of the current human resources for health (HRH) crisis, the need for comprehensive Human Resources Development Plans (HRDP) is acute, especially in resource-scarce sub-Saharan African countries. However, the financial implications of such plans rarely receive due consideration, despite the availability of much advice and examples in the literature on how to conduct HRDP costing. Global initiatives have also been launched recently to standardise costing methodologies and respective tools. Methods This paper reports on two separate experiences of HRDP costing in Mozambique and Guinea Bissau, with the objective to provide an insight into the practice of costing exercises in information-poor settings, as well as to contribute to the existing debate on HRH costing methodologies. The study adopts a case-study approach to analyse the methodologies developed in the two countries, their contexts, policy processes and actors involved. Results From the analysis of the two cases, it emerged that the costing exercises represented an important driver of the HRDP elaboration, which lent credibility to the process, and provided a financial framework within which HRH policies could be discussed. In both cases, bottom-up and country-specific methods were designed to overcome the countries' lack of cost and financing data, as well as to interpret their financial systems. Such an approach also allowed the costing exercises to feed directly into the national planning and budgeting process. Conclusions The authors conclude that bottom-up and country-specific costing methodologies have the potential to serve adequately the multi-faceted purpose of the exercise. It is recognised that standardised tools and methodologies may help reduce local governments' dependency on foreign expertise to conduct the HRDP costing and facilitate regional and international comparisons. However, adopting pre-defined and insufficiently flexible tools may undermine the credibility of the costing exercise, and reduce the space for policy negotiation opportunities within the HRDP elaboration process. PMID:20579341

Costing the scaling-up of human resources for health: lessons from Mozambique and Guinea Bissau.

PubMed

Tyrrell, Amanda K; Russo, Giuliano; Dussault, Gilles; Ferrinho, Paulo

2010-06-25

In the context of the current human resources for health (HRH) crisis, the need for comprehensive Human Resources Development Plans (HRDP) is acute, especially in resource-scarce sub-Saharan African countries. However, the financial implications of such plans rarely receive due consideration, despite the availability of much advice and examples in the literature on how to conduct HRDP costing. Global initiatives have also been launched recently to standardise costing methodologies and respective tools. This paper reports on two separate experiences of HRDP costing in Mozambique and Guinea Bissau, with the objective to provide an insight into the practice of costing exercises in information-poor settings, as well as to contribute to the existing debate on HRH costing methodologies. The study adopts a case-study approach to analyse the methodologies developed in the two countries, their contexts, policy processes and actors involved. From the analysis of the two cases, it emerged that the costing exercises represented an important driver of the HRDP elaboration, which lent credibility to the process, and provided a financial framework within which HRH policies could be discussed. In both cases, bottom-up and country-specific methods were designed to overcome the countries' lack of cost and financing data, as well as to interpret their financial systems. Such an approach also allowed the costing exercises to feed directly into the national planning and budgeting process. The authors conclude that bottom-up and country-specific costing methodologies have the potential to serve adequately the multi-faceted purpose of the exercise. It is recognised that standardised tools and methodologies may help reduce local governments' dependency on foreign expertise to conduct the HRDP costing and facilitate regional and international comparisons. However, adopting pre-defined and insufficiently flexible tools may undermine the credibility of the costing exercise, and reduce the space for policy negotiation opportunities within the HRDP elaboration process.

Capital management helps hospitals face hard times.

PubMed

Harris, J; Pitts, K

1989-03-01

Financial officers of healthcare organizations in severe financial distress must map out an effective capital management strategy to help their institutions avoid disaster. An executive's plan of action should include streamlining and restructuring the organization, studying long- and short-term assets to improve cash flow, and investigating ways to refinance debt. Healthcare organizations must develop warning signals for impending financial difficulties and contingency plans that address operating and capital responses to such a crisis. Learning to guide an organization through financial difficulties may be an executive's most important financial skill in the decade to come.

Succession Planning and Management: The Backbone of the Radiology Group's Future.

PubMed

Donner, E Michael; Gridley, Daniel; Ulreich, Sidney; Bluth, Edward I

2017-01-01

The transition of leadership within radiology practices is often not a planned replacement process with formal development of potential future leaders. To ensure their ongoing success, however, practices need to develop comprehensive succession plans that include a robust developmental program for potential leaders consisting of mentoring, coaching, structured socialization, 360-degree feedback, developmental stretch assignments, job rotation, and formal education. Succession planning and leadership development will be necessary in the future for a practice to be successful in its business relationships and to be financially viable. Copyright © 2016 American College of Radiology. Published by Elsevier Inc. All rights reserved.

38 CFR 49.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-07-01

... (CONTINUED) UNIFORM ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH INSTITUTIONS OF HIGHER EDUCATION, HOSPITALS, AND OTHER NON-PROFIT ORGANIZATIONS Post-Award Requirements Financial and Program Management § 49.25 Revision of budget and program plans. (a) The budget plan is the financial expression of...

The negative effect of financial constraints on planning prevention activities: some evidence from the Italian experience

PubMed Central

Rosso, Annalisa; De Vito, Corrado; Marzuillo, Carolina; Massimi, Azzurra; D’Andrea, Elvira

2015-01-01

This study was aimed to assess the association between regional financial deficits and Recovery Plans and the quality of the 702 projects developed by the Italian Regions within the National Prevention Plan 2010–13. Multivariate analyses showed significant associations between Recovery Plans and low quality of projects, possibly due to weak regional public health capacities. Regions with Recovery Plans are likely to focus mainly on short-term issues with a high impact on health care costs, leaving few resources available for prevention. A different approach to financial deficit focused on long-term strategies, including those for health promotion and disease prevention, is needed. PMID:25958239

Opportunities for Automation of Student Aid Processing in Postsecondary Institutions.

ERIC Educational Resources Information Center

St. John, Edward P.

1986-01-01

An overview of the options and opportunities postsecondary institutions should consider when developing plans for student aid automation is provided. The role of automation in the financial aid office, interfaces with institutional and external systems, alternative approaches to automation, and the need for an institutional strategy for automation…

Threads of Mission Success

NASA Technical Reports Server (NTRS)

Gavin, Thomas R.

2006-01-01

This viewgraph presentation reviews the many parts of the JPL mission planning process that the project manager has to work with. Some of them are: NASA & JPL's institutional requirements, the mission systems design requirements, the science interactions, the technical interactions, financial requirements, verification and validation, safety and mission assurance, and independent assessment, review and reporting.

Corporate restructuring--strategic planning and redesign of employee benefits.

PubMed

Macey, S J

1996-12-01

Many intricate legal, actuarial, design and fiduciary issues arise during corporate restructuring. It is critical to create a process approach that clearly defines and evaluates the human resource and benefits issues that are involved, giving consideration to legal and regulatory, operational, administrative, financial and labor-related concerns.

Public/Private Partnerships for New Construction.

ERIC Educational Resources Information Center

Adams, Matthew C.

1999-01-01

Discusses how colleges can finance new construction projects during lean financial times by employing public/private partnerships in an off-balance sheet financing format. Construction planning of a new school parking deck is used to illustrate the process. Benefits of savings in operating costs, management fees, and other line-item expenses are…

Designing Effective Programmes for Encouraging the Business Start-up Process: Lessons from UK Experience.

ERIC Educational Resources Information Center

Gibb, Allan A.

1987-01-01

Outlines programs in the United Kingdom (UK) designed to encourage the starting of small businesses. Successful programs help entrepreneurs obtain financial support, get business training, and develop a business plan. Recommends emphasis on personal competency and motivation training as well as shorter courses. (CH)

22 CFR 518.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-04-01

... GRANTS AND AGREEMENTS WITH INSTITUTIONS OF HIGHER EDUCATION, HOSPITALS, AND OTHER NON-PROFIT ORGANIZATIONS Post-Award Requirements Financial and Program Management § 518.25 Revision of budget and program plans. (a) The budget plan is the financial expression of the project or program as approved during the...

15 CFR 14.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-01-01

... ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH INSTITUTIONS OF HIGHER EDUCATION, HOSPITALS, OTHER NON-PROFIT, AND COMMERCIAL ORGANIZATIONS Post-Award Requirements Financial and Program Management § 14.25 Revision of budget and program plans. (a) The budget plan is the financial expression of the project or...

Consumer Education Resource Guide, K-12. A Multi-Disciplinary Approach.

ERIC Educational Resources Information Center

Calhoun, Calfrey C.; And Others

The guide suggests methods and resources for planning learning experiences in teaching consumer education to students at the K-12 levels. The major topics and related areas are: (1) financial planning (estimating income, estimating expenses, establishing goals, making decisions, and making the financial plan); (2) buying (importance of planned…

The Integration of Personal Financial Knowledge into Multi-Disciplines: The First Step of Reinforcement

ERIC Educational Resources Information Center

Yates, Dan; Ward, Chris

2014-01-01

This study represents an extension of longitudinal studies regarding personal financial literacy. Graduating college students must have a financial plan in place as they enter the workforce along with a "game plan" on how to attack their college debt. A college personal finance course can help each student develop their personalized…

Health Sector Evolution Plan in Iran; Equity and Sustainability Concerns.

PubMed

Moradi-Lakeh, Maziar; Vosoogh-Moghaddam, Abbas

2015-08-31

In 2014, a series of reforms, called as the Health Sector Evolution Plan (HSEP), was launched in the health system of Iran in a stepwise process. HSEP was mainly based on the fifth 5-year health development national strategies (2011-2016). It included different interventions to: increase population coverage of basic health insurance, increase quality of care in the Ministry of Health and Medical Education (MoHME) affiliated hospitals, reduce out-of-pocket (OOP) payments for inpatient services, increase quality of primary healthcare, launch updated relative value units (RVUs) of clinical services, and update tariffs to more realistic values. The reforms resulted in extensive social reaction and different professional feedback. The official monitoring program shows general public satisfaction. However, there are some concerns for sustainability of the programs and equity of financing. Securing financial sources and fairness of the financial contribution to the new programs are the main concerns of policy-makers. Healthcare providers' concerns (as powerful and influential stakeholders) potentially threat the sustainability and efficiency of HSEP. Previous experiences on extending health insurance coverage show that they can lead to a regressive healthcare financing and threat financial equity. To secure financial sources and to increase fairness, the contributions of people to new interventions should be progressive by their income and wealth. A specific progressive tax would be the best source, however, since it is not immediately feasible, a stepwise increase in the progressivity of financing must be followed. Technical concerns of healthcare providers (such as nonplausible RVUs for specific procedures or nonefficient insurance-provider processes) should be addressed through proper revision(s) while nontechnical concerns (which are derived from conflicting interests) must be responded through clarification and providing transparent information. The requirements of HSEP and especially the key element of progressive tax should be considered properly in the coming sixth national development plan (2016-2021). © 2015 by Kerman University of Medical Sciences.

Health Sector Evolution Plan in Iran; Equity and Sustainability Concerns

PubMed Central

Moradi-Lakeh, Maziar; Vosoogh-Moghaddam, Abbas

2015-01-01

In 2014, a series of reforms, called as the Health Sector Evolution Plan (HSEP), was launched in the health system of Iran in a stepwise process. HSEP was mainly based on the fifth 5-year health development national strategies (2011-2016). It included different interventions to: increase population coverage of basic health insurance, increase quality of care in the Ministry of Health and Medical Education (MoHME) affiliated hospitals, reduce out-of-pocket (OOP) payments for inpatient services, increase quality of primary healthcare, launch updated relative value units (RVUs) of clinical services, and update tariffs to more realistic values. The reforms resulted in extensive social reaction and different professional feedback. The official monitoring program shows general public satisfaction. However, there are some concerns for sustainability of the programs and equity of financing. Securing financial sources and fairness of the financial contribution to the new programs are the main concerns of policy-makers. Healthcare providers’ concerns (as powerful and influential stakeholders) potentially threat the sustainability and efficiency of HSEP. Previous experiences on extending health insurance coverage show that they can lead to a regressive healthcare financing and threat financial equity. To secure financial sources and to increase fairness, the contributions of people to new interventions should be progressive by their income and wealth. A specific progressive tax would be the best source, however, since it is not immediately feasible, a stepwise increase in the progressivity of financing must be followed. Technical concerns of healthcare providers (such as nonplausible RVUs for specific procedures or nonefficient insurance-provider processes) should be addressed through proper revision(s) while nontechnical concerns (which are derived from conflicting interests) must be responded through clarification and providing transparent information. The requirements of HSEP and especially the key element of progressive tax should be considered properly in the coming sixth national development plan (2016-2021). PMID:26673172

The growing need for resources to help older adults manage their financial and healthcare choices.

PubMed

MacLeod, Stephanie; Musich, Shirley; Hawkins, Kevin; Armstrong, Douglas G

2017-04-11

Both financial literacy (managing personal finances) and health literacy (managing personal health) become increasingly important for older adults, potentially impacting their quality of life. Resources in these constructs of literacy tend to be distinct, although the skills and decision-making involved overlap as financial issues impact healthcare choices. Thus the primary purpose of this commentary is to propose a new area of research focus that defines the intersection of financial and health literacy (i.e., financial health literacy). We conducted a limited literature review related to financial, health, and health insurance literacy to demonstrate gaps in the literature and support our position. Online search engines were utilized to identify research in our primary areas of interest. We define the intersection of financial and health literacy as an area of need labeled financial health literacy, with a focus on four domains. These include: 1) the ability to manage healthcare expenses; 2) pay medical bills; 3) determine health needs and understand treatment options; and 4) make sound healthcare decisions with financial resources available. Despite some overlap with health insurance literacy, financial health literacy would define an area of need encompassing health management choices and health plan selections integrated with other financial management issues including living arrangements, financial planning, and retirement planning. Potential initiatives should be considered to help at-risk older adults find resources to improve their financial health literacy, which in turn will enhance their abilities to manage medical choices in the environment of an increasingly complex healthcare system.

Financial planning as a policy tool in the petroleum industry (the case study: ojsc ”SURGUTNEFTEGAS”)

NASA Astrophysics Data System (ADS)

Romanyuk, Vera; Karyakina, Anna; Vershkova, Elena; Grinkevish, Larisa; Pozdeeva, Galina

2016-09-01

The article deals with the financial planning of oil and gas company activities including capital structure optimization. One of the main tasks of up-to-date financial management is to optimize the capital structure of an organization and minimize the weighted average cost of capital. The applied method in capital structure optimization affects the research quality results, as well as management decisions. The study was conducted on the basis of OJSC "Surgutneftegas" financial statements.

Discharge planning, nursing home placement, and the Internet.

PubMed

Collier, Eric J; Harrington, Charlene

2005-01-01

Effective discharge planning and well-coordinated case management related to nursing home (NH) placement are key services in acute-care hospitals. (1) identify the individuals and important factors involved in the discharge planning process; (2) describe the types/sources of information used by discharge planners to recommend specific nursing homes for patients and families; and (3) determine which methods are used to evaluate the quality of US nursing homes (NHs). Descriptive study, with a convenience sample of 41 discharge planners and case managers from California acute-care hospitals. This study found that patients, families, friends, and physicians are all involved in the discharge planning process along with discharge planners and/or case managers. Discharge planners/case managers were generally concerned about NH bed availability, geographic location, and financial considerations. Although the discharge planners and case managers were able to articulate important indicators of quality in NHs, such information was not routinely considered during discharge planning activities. Discharge planners and case managers need to play a more central role in the decision-making process related to the selection of a NH, especially because decisions are time-limited and can benefit from a well-planned discharge planning program that uses a variety of data on quality and costs. The widespread use of Internet-based information sources can be expanded to aid this process.

Strategic planning for clinical services: the University of Texas M.D. Anderson Hospital and Tumor Institute.

PubMed

Anderson, R W

1986-09-01

A formal, hospitalwide strategic-planning process provides structure for the pharmacy's plans for implementing clinical services. The state-supported clinical cancer and research center began a formal strategic-planning process in 1981. The institution's planning report, prepared every two years and covering three two-year periods, drives the institution's budget through the state's biennial budget process. The report focuses on each department's responsibilities, areas of service, and relationship to the mission of the institution. Through the long-range planning process, upper-level administrators learned that pharmacy was eager not only to provide high-volume drug distribution services but also to assume direct patient-care and research responsibilities. This prompted an organizational change for pharmacy from a hospital department to a clinical division. The division of pharmacy now consists of three professional departments (patient care, pharmacy research, and pharmacy academic programs) and an administrative support service area. Services offered by each of the three departments are discussed, along with specific initiatives planned for the years 1987-1993. Within the next few years, all managers will come from the ranks of clinical practitioners; nonpharmacists will oversee financial and human resource functions. The division encourages existing pharmacy staff members to enhance their clinical skills through staff development programs. Strategic planning serves the dual purposes of structuring plans for implementing clinical pharmacy services and communicating pharmacy's goals within the institution.

Teaching the Interrelationships among Costs, Expense, and Liability of a Defined Benefit Pension Plan

ERIC Educational Resources Information Center

Wilson, Arlette C.; Godwin, Norman H.

2008-01-01

The Financial Accounting Standards Board (FASB) recently issued Statement of Financial Accounting Standards No. 158 "Employers' Accounting for Defined Benefit Pension and Other Postretirement Plans" (SFAS #158). Their intent is to comprehensively reconsider the accounting for postretirement benefit plans in phases. The first phase was to provide…

Plan, Save, Succeed! Financial Literacy Poster/Teaching Guide. Expect the Unexpected with Math[R

ERIC Educational Resources Information Center

Actuarial Foundation, 2013

2013-01-01

"Plan, Save, Succeed!" is a new program aligned with Jumpstart Coalition National Standards in K-12 Personal Finance Education, National Council of Teachers of Mathematics (NCTM) Standards, and Common Core Standards for Mathematical Practice. "Plan, Save, Succeed!" is designed to help students understand key financial literacy topics including…

10 CFR 40.36 - Financial assurance and recordkeeping for decommissioning.

Code of Federal Regulations, 2012 CFR

2012-01-01

... readily dispersible form shall submit a decommissioning funding plan as described in paragraph (d) of this...— (1) Submit a decommissioning funding plan as described in paragraph (d) of this section; or (2... funding plan as described in paragraph (d) of this section or a certification of financial assurance for...

Nearly One-Third Of Enrollees In California's Individual Market Missed Opportunities To Receive Financial Assistance.

PubMed

Fung, Vicki; Liang, Catherine Y; Donelan, Karen; Peitzman, Cassandra G K; Dow, William H; Zaslavsky, Alan M; Fireman, Bruce; Derose, Stephen F; Chernew, Michael E; Newhouse, Joseph P; Hsu, John

2017-01-01

The Affordable Care Act includes financial assistance that reduces both premiums and cost-sharing amounts for lower-income Americans, to increase the affordability of health insurance coverage and care. To receive both types of assistance, enrollees must purchase a qualified health plan through a public insurance exchange, and those eligible for the cost-sharing reduction must purchase a silver-tier plan. We estimate that 31 percent of individual-market enrollees in California who were likely eligible for financial assistance purchased plans that were not silver tier or that were not sold on the state's exchange and thus missed opportunities to receive premium or cost-sharing assistance or both. Lower-income enrollees who chose plans not eligible for subsidies had two to three times higher odds of reporting difficulty paying premiums and out-of-pocket expenses during the year, compared to those who chose eligible plans. Regardless of how the structure of the individual market evolves in the coming years, efforts are likely needed to steer lower-income enrollees away from financially suboptimal plan choices. Project HOPE—The People-to-People Health Foundation, Inc.

Financial Planning in Transit : Use of Commercially Available Microcomputer Software

DOT National Transportation Integrated Search

1983-11-01

This report addresses the potential of using commercially available microcomputer software for transit financial planning activities. Discussions with transit operators identified the need for inexpensive, easy to use software for ridership and fare ...

Goal clarity and financial planning activities as determinants of retirement savings contributions.

PubMed

Stawski, Robert S; Hershey, Douglas A; Jacobs-Lawson, Joy M

2007-01-01

Retirement counselors, financial service professionals, and retirement intervention specialists routinely emphasize the importance of developing clear goals for the future; however, few empirical studies have focused on the benefits of retirement goal setting. In the present study, the extent to which goal clarity and financial planning activities predict retirement savings practices was examined among 100 working adults. Path analysis techniques were used to test two competing models, both of which were designed to predict savings contributions. Findings provide support for the model in which retirement goal clarity is a significant predictor of planning practices, and planning, in turn, predicts savings tendencies. Two demographic variables-income and age-were also revealed to be important elements of the model, with income accounting for roughly half of the explained variance in savings contributions. The results of this study have implications for the development of age-based models of planning, as well as implications for retirement counselors and financial planners who advise workers on long-term saving strategies.

Inventory count strategies.

PubMed

Springer, W H

1996-02-01

An important principle of accounting is that asset inventory needs to be correctly valued to ensure that the financial statements of the institution are accurate. Errors is recording the value of ending inventory in one fiscal year result in errors to published financial statements for that year as well as the subsequent fiscal year. Therefore, it is important that accurate physical counts be periodically taken. It is equally important that any system being used to generate inventory valuation, reordering or management reports be based on consistently accurate on-hand balances. At the foundation of conducting an accurate physical count of an inventory is a comprehensive understanding of the process coupled with a written plan. This article presents a guideline of the physical count processes involved in a traditional double-count approach.

Evaluating the enhancement and improvement of China's technology and financial services platform innovation strategy.

PubMed

Wu, Ching-Sung; Hu, Kuang-Hua; Chen, Fu-Hsiang

2016-01-01

The development of high-tech industry has been prosperous around the world in past decades, while technology and finance have already become the most significant issues in the information era. While high-tech firms are a major force behind a country's economic development, it requires a lot of money for the development process, as well as the financing difficulties for its potential problems, thus, how to evaluate and establish appropriate technology and financial services platforms innovation strategy has become one of the most critical and difficult issues. Moreover, how the chosen intertwined financial environment can be optimized in order that high-tech firms financing problems can be decided has seldom been addressed. Thus, this research aims to establish a technology and financial services platform innovation strategy improvement model, as based on the hybrid MADM model, which addresses the main causal factors and amended priorities in order to strengthen ongoing planning. A DEMATEL technique, as based on Analytic Network Process, as well as modified VIKOR, will be proposed for selecting and re-configuring the aspired technology and financial services platform. An empirical study, as based on China's technology and financial services platform innovation strategy, will be provided for verifying the effectiveness of this proposed methodology. Based on expert interviews, technology and financial services platforms innovation strategy improvement should be made in the following order: credit guarantee platform ( C )_credit rating platform ( B )_investment and finance platform ( A ).

Disaster recovery plan for HANDI 2000 business management system

DOE Office of Scientific and Technical Information (OSTI.GOV)

Adams, D.E.

The BMS production implementation will be complete by October 1, 1998 and the server environment will be comprised of two types of platforms. The PassPort Supply and the PeopleSoft Financials will reside on LNIX servers and the PeopleSoft Human Resources and Payroll will reside on Microsoft NT servers. Because of the wide scope and the requirements of the COTS products to run in various environments backup and recovery responsibilities are divided between two groups in Technical Operations. The Central Computer Systems Management group provides support for the LTNIX/NT Backup Data Center, and the Network Infrastructure Systems group provides support formore » the NT Application Server Backup outside the Data Center. The disaster recovery process is dependent on a good backup and recovery process. Information and integrated system data for determining the disaster recovery process is identified from the Fluor Daniel Hanford (FDH) Risk Assessment Plan, Contingency Plan, and Backup and Recovery Plan, and Backup Form for HANDI 2000 BMS.« less

Estimating and controlling workplace risk: an approach for occupational hygiene and safety professionals.

PubMed

Toffel, Michael W; Birkner, Lawrence R

2002-07-01

The protection of people and physical assets is the objective of health and safety professionals and is accomplished through the paradigm of anticipation, recognition, evaluation, and control of risks in the occupational environment. Risk assessment concepts are not only used by health and safety professionals, but also by business and financial planners. Since meeting health and safety objectives requires financial resources provided by business and governmental managers, the hypothesis addressed here is that health and safety risk decisions should be made with probabilistic processes used in financial decision-making and which are familiar and recognizable to business and government planners and managers. This article develops the processes and demonstrates the use of incident probabilities, historic outcome information, and incremental impact analysis to estimate risk of multiple alternatives in the chemical process industry. It also analyzes how the ethical aspects of decision-making can be addressed in formulating health and safety risk management plans. It is concluded that certain, easily understood, and applied probabilistic risk assessment methods used by business and government to assess financial and outcome risk have applicability to improving workplace health and safety in three ways: 1) by linking the business and health and safety risk assessment processes to securing resources, 2) by providing an additional set of tools for health and safety risk assessment, and 3) by requiring the risk assessor to consider multiple risk management alternatives.

Progress in improving provincial plans for nutrition through targeted technical assistance and local advocacy in Vietnam

PubMed Central

Harris, Jody; Nguyen, Phuong H.; To, Quyen; Frongillo, Edward A.; Menon, Purnima

2016-01-01

Vietnam has been decentralizing nutrition planning to provinces, which could help with local relevance and accountability. Assessment in 2009 found a continuing top-down approach, limited human capacity, and difficulty in integrating multiple sectors. Alive and Thrive (A&T) provided targeted assistance and capacity-building for 15 provincial plans for nutrition (PPNs). We aimed to (i) assess PPN content and quality improvements 2009–2014, and (ii) explain processes through which change occurred. Data consisted of interview-based assessments of provincial planning processes, annual PPN assessments, and tracking of A&T involvement. At endline, some provinces produced higher quality plans. Local planning skills improved, but capacity remained insufficient. Awareness of and support for nutrition improved, but some policy and legal environments were contradictory. Objectives were clearer, but use of data for planning remained inconsistent. Provinces became more proactive and creative, but remained constrained by slow approval processes and insufficient funding. Targeted assistance and local advocacy can improve decentralized planning, with success dependent on policy and programming contexts and ability to overcome constraints around capacity, investment, data use and remnants of centralized planning. We recommend strong engagement with planners at the national level to understand how to unblock major constraints; solutions must take into consideration the particular political, financial and administrative context. PMID:27198978

The Internet and managed care: a new wave of innovation.

PubMed

Goldsmith, J

2000-01-01

Managed care firms have been under siege in the political system and the marketplace for the past few years. The rise of the Internet has brought into being powerful new electronic tools for automating administrative and financial processes in health insurance. These tools may enable new firms or employers to create custom-designed networks connecting their workers and providers, bypassing health plans altogether. Alternatively, health plans may use these tools to create a new consumer-focused business model. While some disintermediation of managed care plans may occur, the barriers to adoption of Internet tools by established plans are quite low. Network computing may provide important leverage for health plans not only to retain their franchises but also to improve their profitability and customer service.

Seven Factors You'd Better Not Forget when Changing Attendance Boundaries.

ERIC Educational Resources Information Center

Hyland, Timothy F.

1989-01-01

Redrawing school attendance boundaries is one of the most sensitive tasks a school board faces. Factors to consider include the following: (1) life span of the change; (2) effective date; (3) racial balance; (4) resource equity; and (5) program, public, and financial impact. Outlines a process for developing redistricting plans. (MLF)

Laboratory Directed Research and Development Program Assessment for FY 2015

DOE Office of Scientific and Technical Information (OSTI.GOV)

Hatton, Diane; Barkigia, K.; Giacalone, P.

2016-03-01

This report provides an overview of the BNL LDRD program and a summary of the management processes, project peer review, a financial overview, and the relation of the portfolio of LDRD projects to BNL's mission, initiatives, and strategic plan. Also included are a summary of success indicators and a self-assessment.

The Role of the Manufacturer in Air Transportation Planning

NASA Technical Reports Server (NTRS)

Mackenzie, J.

1972-01-01

The role of the aircraft manufacturer in the airline industry is considered. The process is illustrated by using a fictitious airline as an example--that is, a case study approach with Mid-Coast Airways serving as the example. Both in slide form and with supporting papers, a brief history of the airline, a description of its route structure and a forecast based on econometric analysis are presented. Once the forecast rationale is explained, information outlines the requirements for additional aircraft and the application of new aircraft across the system using alternative fleet plan options. The fleet plan is translated into financial summaries which indicate the relative merit of alternative aircraft types or operating plans.

Comparing military and civilian critical thinking and information processes in operational risk management: what are the lessons?

PubMed

VanVactor, Jerry D; Gill, Tony

2010-03-01

Business continuity has expanded into a discipline that spans most functional areas of large enterprises. Both the military and financial sectors have consistently demonstrated an aptitude to expand the boundaries of continuity planning and crisis mitigation. A comparison of both enterprises is provided to see how their respective methodologies compare. Interestingly, the similarities far outweigh the differences. The paper provides commentary related to comparative insight from risk practitioners' perspectives from within the US Army, one of the largest military organisations in the world, and the Bank of Montreal, one of Canada's leading financial institutions.

Financial Planning for Study in the United States. A Guide for Students from Other Countries. Revised Edition.

ERIC Educational Resources Information Center

College Entrance Examination Board, New York, NY.

A guide for foreign students who need information on the cost of higher education in the United States is presented. Responsibilities of foreign students in meeting these costs are addressed, along with types of financial help that may be available to them from colleges and other sources, applying for financial aid, and planning the financial…

Why some family planning program fail.

PubMed

1976-04-01

40 experts representing Nepal, Malaysia, Thailand, Singapore, Korea, and the Philippines participated in a 3-day workshop in Manila in March 1976 for the purpose of discussing and proposing ways of dealing with the financial problems confronting the population programs of the individual countries. The Inter-Governmental Coordinating Committee for Southeast Asia Family/Population Planning sponsored the workshop. The recommendations made at the meeting were: 1) standardization of financing reporting procedures by the region's country programs on family planning; 2) closer coordination between donor agencies and policy-making bodies of country programs in the disbursement of funds; 3) frequent exchanges of experiences, ideas, technicaL knowledge, and other matters pertaining to the financial management of such programs; and 4) inclusion of applicable financial management topics in the training of clinical staffs and those involved in follow-up operations. Additionally, a proposal was made that national population organizations or committees develop research and evaluation units. Workshop discussion sessions focused on financial planning and management, accounting and disbursement of funds, use and control of foreign aid, cost of effectiveness and benefit analysis, and financial reporting.

The negative effect of financial constraints on planning prevention activities: some evidence from the Italian experience.

PubMed

Rosso, Annalisa; De Vito, Corrado; Marzuillo, Carolina; Massimi, Azzurra; D'Andrea, Elvira; Villari, Paolo

2015-12-01

This study was aimed to assess the association between regional financial deficits and Recovery Plans and the quality of the 702 projects developed by the Italian Regions within the National Prevention Plan 2010-13. Multivariate analyses showed significant associations between Recovery Plans and low quality of projects, possibly due to weak regional public health capacities. Regions with Recovery Plans are likely to focus mainly on short-term issues with a high impact on health care costs, leaving few resources available for prevention. A different approach to financial deficit focused on long-term strategies, including those for health promotion and disease prevention, is needed. © The Author 2015. Published by Oxford University Press on behalf of the European Public Health Association. All rights reserved.

Where There's a Will: The Link Between Estate Planning and Disparities in Advance Care Planning by White and Black Older Adults.

PubMed

Koss, Catheryn S; Baker, Tamara A

2018-03-01

Data from the Health and Retirement Study ( n = 6,946) were used to test whether differences in estate planning accounted for disparities in advance care planning between White and Black older adults. White participants were more likely to have advance directives after controlling for demographic, health, and financial variables. When estate planning was also controlled, the odds of having an advance directive were equal for White and Black participants. In contrast, Whites remained more likely to discuss end-of-life preferences after controlling for demographic, health, financial, and estate planning variables. White participants were almost four times as likely to have wills or trusts. Wealth, income, and home ownership were predictive of estate planning. Financial disparities contributed to lower rates of estate planning which in turn explained in large part why Black older adults were less likely to have advance directives but did not account for race disparities in advance care discussion.

Office of the Chief Financial Officer Annual Report 2007

DOE Office of Scientific and Technical Information (OSTI.GOV)

Fernandez, Jeffrey

2007-12-18

2007 was a year of progress and challenges for the Office of the Chief Financial Officer (OCFO). I believe that with the addition of a new Controller, the OCFO senior management team is stronger than ever. With the new Controller on board, the senior management team spent two intensive days updating our strategic plan for the next five years ending in 2012, while making sure that we continue to execute on our existing strategic initiatives. In 2007 the Budget Office, teaming with Human Resources, worked diligently with our colleagues on campus to reengineer the Multi-Location Appointment (MLA) process, making itmore » easier for our Principal Investigators (PIs) to work simultaneously between the Laboratory and UC campuses. The hiring of a point-of-contact in Human Resources to administer the program will also make the process flow smoother. In order to increase our financial flexibility, the OCFO worked with the Department of Energy (DOE) to win approval to reduce the burden rates on research and development (R&D) subcontracts and Intra-University Transfers (IUT). The Budget Office also performed a 'return on investment' (ROI) analysis to secure UCRP funding for a much needed vocational rehabilitation counselor. This new counselor now works with employees who are on medical leave to ensure that they can return to work in a more timely fashion, or if not able to return, usher them through the various options available to them. Under the direction of the new Controller, PriceWaterhouse Coopers (PWC) performed their annual audit of the Laboratory's financial data and reported positive results. In partnership with the Financial Policy and Training Office, the Controller's Office also helped to launch self-assessments of some of our financial processes, including timekeeping and resource adjustments. These self assessments were conducted to promote efficiencies and mitigate risk. In some cases they provided assurance that our practices are sound, and in others highlighted opportunities to improve. A third, and most important assessment on funds control was also conducted that proved very useful in making sure that our financial processes are sound and of the highest ethical standards. In June of 2007 the Procurement Department was awarded the DOE's FY2006 Secretarial Small Business Award for the advancement of small business contracts at Lawrence Berkeley National Laboratory (LBNL). The award was presented in Washington, D.C. Procurement also distinguished itself by passing the tri-ennial Procurement Evaluation and Re-engineering Team (PERT) Review of its systems and processes. We continue to reduce costs through the Supply Chain Initiative saving the Laboratory {approx}$6M to date and have placed over 11,000 orders with over seven vendors using the eBuy system. Our wall-to-wall inventory, which was completed in March of 2007, reported a result of 99+% for item count and 99.51% by value. This was a remarkable achievement that required the hard work of every Division and the Property Department working together. Training continues to be a major initiative for the OCFO and in 2007 we rolled out financial training programs specifically tailored to meet the needs of the scientific divisions. FY2008 presents several opportunities to enhance and improve our service to the scientific community. With the awarding of the HELIOS and JBEI programs, we will be developing new financial paradigms to provide senior management flexibility in decision making. Last year we heard the Laboratory community loud and clear when they expressed their frustration with our current travel system. As we head into the new fiscal year, a cross-functional travel team has identified a new model for how we provide travel services. We will be implementing the Oracle PeopleSoft Travel Reimbursement system by July of 2008. The new system will be more user-friendly and provide better information to the divisions and travel operations. We will also continue to review the travel disbursements operation for further improvement. Also in FY2008, several key information systems implementation projects are under way which will strengthen the Laboratory's financial and business processes. These include Supply Chain Management, and the Budget and Planning System. Future planned systems development includes an electronic sponsored research administration system. Continuing to improve the procurement process at the Laboratory is another major priority for the OCFO. To that end, we will be working to re-engineer the 'procure-to-pay' process. The goal will be to correct process flow to maximize efficiency and effectiveness, while implementing sound business practices and incorporating strong internal controls. Along the same lines, we will also be working with the divisions to implement the Property Management Improvement Program that was identified in FY2007.« less

Utilization of legal and financial services of partners in dementia care study.

PubMed

Shrestha, Srijana; Judge, Katherine S; Wilson, Nancy L; Moye, Jennifer A; Snow, A Lynn; Kunik, Mark E

2011-03-01

Financial and legal services are unique needs of persons with dementia and their caregivers. This study examines their need for legal and financial assistance and the kinds of legal and financial services provided within Partners in Dementia Care, a telephone-based, care coordination and support service intervention delivered through a partnership between Veterans Affairs (VA) medical centers and local Alzheimer's Association chapters. Based on comprehensive assessment, and needs prioritization, care coordinators collaboratively planned action steps (specific behavioral tasks) with each caregiver/person with dementia to address the dyad's identified unmet needs. Results show that 51 (54.8%) of 93 dyads reported a need for legal and financial services. Action steps related to legal and financial need included education or assistance with legal services (27.27%), nonhealth-related financial benefits (32.32%), health-related financial benefits (21.21%), financial management/planning (9.09%), and financial support (10.1%). Comparable numbers of action steps were directed to VA (41.4%) and non-VA (58.6%) services.

Job Analysis of the Professional Requirements of the Certified Financial Planner.

ERIC Educational Resources Information Center

Skurnik, Larry

A study examined the job functions of certified financial planners, the areas of knowledge needed by new financial planners, the links between these knowledge areas and the job functions of financial planners, and the validity of the examinations currently used by the College of Financial Planning to certify financial planners. A multimethod…

Practice transitions--past, present, and future.

PubMed

Prokes, Ronald I

2014-01-01

Until the 1960s, the value of a practice upon the retirement of the dentist was considered to be nil. In the next several decades, the value of a practice as a going business concern was recognized and formulas based on productivity were used to establish the sales price of "walkaway" practice transitions. Increasingly creative means, such as pre-sale, deferred pre-sale, shareholder process, incremental practice sale, and practice mergers have been created to make practice transitions more flexible, thereby maximizing the financial value of transitions. Dentists at the beginning of their careers will have an increasing range of opportunities in the future, with various combinations of financial security, freedom from manage- ment concerns, control over the practice, and accumulation of equity. Those in the 45- to 55-year age range should be planning in detail for their transition. Those older than 55 should begin exercising their plans since the future will involve much longer transitions.

Ten things to get right for marine conservation planning in the Coral Triangle.

PubMed

Weeks, Rebecca; Pressey, Robert L; Wilson, Joanne R; Knight, Maurice; Horigue, Vera; Abesamis, Rene A; Acosta, Renerio; Jompa, Jamaluddin

2014-01-01

Systematic conservation planning increasingly underpins the conservation and management of marine and coastal ecosystems worldwide. Amongst other benefits, conservation planning provides transparency in decision-making, efficiency in the use of limited resources, the ability to minimise conflict between diverse objectives, and to guide strategic expansion of local actions to maximise their cumulative impact. The Coral Triangle has long been recognised as a global marine conservation priority, and has been the subject of huge investment in conservation during the last five years through the Coral Triangle Initiative on Coral Reefs, Fisheries and Food Security. Yet conservation planning has had relatively little influence in this region. To explore why this is the case, we identify and discuss 10 challenges that must be resolved if conservation planning is to effectively inform management actions in the Coral Triangle. These are: making conservation planning accessible; integrating with other planning processes; building local capacity for conservation planning; institutionalising conservation planning within governments; integrating plans across governance levels; planning across governance boundaries; planning for multiple tools and objectives; understanding limitations of data; developing better measures of progress and effectiveness; and making a long term commitment. Most important is a conceptual shift from conservation planning undertaken as a project, to planning undertaken as a process, with dedicated financial and human resources committed to long-term engagement.

An empty toolbox? Changes in health plans' approaches for managing costs and care.

PubMed

Mays, Glen P; Hurley, Robert E; Grossman, Joy M

2003-02-01

To examine how health plans have changed their approaches for managing costs and utilization in the wake of the recent backlash against managed care. Semistructured interviews with health plan executives, employers, providers, and other health care decision makers in 12 metropolitan areas that were randomly selected to be nationally representative of communities with more than 200,000 residents. Longitudinal data were collected as part of the Community Tracking Study during three rounds of site visits in 1996-1997, 1998-1999, and 2000-2001. Interviews probed about changes in the design and operation of health insurance products--including provider contracting and network development, benefit packages, and utilization management processes--and about the rationale and perceived impact of these changes. Data from more than 850 interviews were coded, extracted, and analyzed using computerized text analysis software. Health plans have begun to scale back or abandon their use of selected managed care tools in most communities, with selective contracting and risk contracting practices fading most rapidly and completely. In turn, plans increasingly have sought cost savings by shifting costs to consumers. Some plans have begun to experiment with new provider networks, payment systems, and referral practices designed to lower costs and improve service delivery. These changes promise to lighten administrative and financial burdens for physicians and hospitals, but they also threaten to increase consumers' financial burdens.

The impact of financial incentives on the implementation of asthma or diabetes self-management: A systematic review

PubMed Central

Shields, Michael D.; Heaney, Liam G.; Kendall, Marilyn; Pearce, Christina J.; Hui, Chi Yan; Pinnock, Hilary

2017-01-01

Introduction Financial incentives are utilised in healthcare systems in a number of countries to improve quality of care delivered to patients by rewarding practices or practitioners for achieving set targets. Objectives To systematically review the evidence investigating the impact of financial incentives for implementation of supported self-management on quality of care including: organisational process outcomes, individual behavioural outcomes, and health outcomes for individuals with asthma or diabetes; both conditions with an extensive evidence base for self-management. Methods We followed Cochrane methodology, using a PICOS search strategy to search eight databases in November 2015 (updated May 2017) including a broad range of implementation methodologies. Studies were weighted by robustness of methodology, number of participants and the quality score. We used narrative synthesis due to heterogeneity of studies. Results We identified 2,541 articles; 12 met our inclusion criteria. The articles were from the US (n = 7), UK (n = 4) and Canada (n = 1). Measured outcomes were HbA1c tests undertaken and/or the level achieved (n = 10), written action plans for asthma (n = 1) and hospital/emergency department visits (n = 1). Three of the studies were part of a larger incentive scheme including many conditions; one focused on asthma; eight focussed on diabetes. In asthma, the proportion receiving ‘perfect care’ (including providing a written action plan) increased from 4% to 88% in one study, and there were fewer hospitalisations/emergency department visits in another study. Across the diabetes studies, quality-of-care/GP performance scores improved in three, were unchanged in six and deteriorated in one. Conclusions Results for the impact of financial incentives for the implementation of self-management were mixed. The evidence in diabetes suggests no consistent impact on diabetic control. There was evidence from a single study of improved process and health outcomes in asthma. Further research is needed to confirm these findings and understand the process by which financial incentives may impact (or not) on care. Trial registration Protocol registration number: CRD42016027411 PMID:29107955

"It's horrendous--but really, what can you do?" Preliminary findings on financial impact of relocation for specialist treatment.

PubMed

McGrath, P

2000-01-01

There has been little analysis of the process of relocation for specialist treatment for patients with haematological malignancies. Existing work does not cover the financial impact on families of such an experience. This paper describes seminal work in this area by presenting findings from research based on interviews with patients and families affected by relocation. The two-fold intent informing this discussion is to provide data to initiate research in the area, whilst fostering a consideration of epistemological issues at the interface of qualitative and quantitative research. The results show that there are very significant financial problems. In planning psychosocial support for such families, serious consideration must be given to both their short and long-term economic plight.

Strategic workforce planning for a multihospital, integrated delivery system.

PubMed

Datz, David; Hallberg, Colleen; Harris, Kathy; Harrison, Lisa; Samples, Patience

2012-01-01

Banner Health has long recognized the need to anticipate, beyond the immediate operational realities or even the annual budgeting projection exercises, the necessary workforce needs of the future. Thus, in 2011, Banner implemented a workforce planning model that included structures, processes, and tools for predicting workforce needs, with particular focus on identified critical systemwide practice areas. The model represents the incorporation of labor management tools and processes with more strategic, broad-view, long-term assessment and planning mechanisms. The sequential tying of the workforce planning lifecycle with the organization's strategy and financial planning process supports alignment of goals, objectives, and resource allocation. Collaboration among strategy, finance, human resources, and operations has provided us with the ability to identify critical position groups based on 3-year strategic priorities. By engaging leaders from across the organization, focusing on activities at facility, regional, and system levels, and building in mechanisms for accountability, we are now engaged in continuous evaluations of our delivery models, the competencies and preparations necessary for the staff to effectively function within those delivery models, and developing and implementing action plans designed to ensure adequate numbers of the staff whose competencies will be suited to the work expected of them.

The clinician's guide to composing effective business plans.

PubMed

Ettinger, Alan B; Blondell, Catherine

2011-01-01

In today's challenging healthcare environment, clinicians need to understand the fundamentals of financial analysis, which are the underpinnings of their clinical programs, especially when seeking administrative support for new initiatives. The business plan for new clinical program initiatives is composed of diverse elements such as the mission statement, market and competitive analyses, operations plan, and financial analysis. Armed with a basic knowledge of financial analysis of clinical programs, as well as forward-looking analysis of an initiative's added value, the healthcare provider can work much more effectively with administration in developing or creating new healthcare program initiatives.

Defense Commissary Resale Stock Fund Financial Statements For FY 1992

DTIC Science & Technology

1993-06-30

present DeCA’s accounting procedures during FY 1992. We understand DeCA is aggressively working to improve its financial management system. However...the year ended September 30, 1992, we considered the related internal control structure. The purpose of the planning work was to determine the...auditing procedures we would apply for the purposes of expressing our opinion on the Financial Statements. Planning work included obtaining an

Perceived affordability of health insurance and medical financial burdens five years in to Massachusetts health reform.

PubMed

Zallman, Leah; Nardin, Rachel; Sayah, Assaad; McCormick, Danny

2015-10-29

Under the Massachusetts health reform, low income residents (those with incomes below 150 % of the Federal Poverty Level [FPL]) were eligible for Medicaid and health insurance exchange-based plans with minimal cost-sharing and no premiums. Those with slightly higher incomes (150 %-300 % FPL) were eligible for exchange-based plans that required cost-sharing and premium payments. We conducted face to face surveys in four languages with a convenience sample of 976 patients seeking care at three hospital emergency departments five years after Massachusetts reform. We compared perceived affordability of insurance, financial burden, and satisfaction among low cost sharing plan recipients (recipients of Medicaid and insurance exchange-based plans with minimal cost-sharing and no premiums), high cost sharing plan recipients (recipients of exchange-based plans that required cost-sharing and premium payments) and the commercially insured. We found that despite having higher incomes, higher cost-sharing plan recipients were less satisfied with their insurance plans and perceived more difficulty affording their insurance than those with low cost-sharing plans. Higher cost-sharing plan recipients also reported more difficulty affording medical and non-medical health care as well as insurance premiums than those with commercial insurance. In contrast, patients with low cost-sharing public plans reported higher plan satisfaction and less financial concern than the commercially insured. Policy makers with responsibility for the benefit design of public insurance available under health care reforms in the U.S. should calibrate cost-sharing to income level so as to minimize difficulty affording care and financial burdens.

25 CFR 1000.17 - What documents must a Tribe/Consortium submit to OSG to apply for admission to the applicant pool?

Code of Federal Regulations, 2010 CFR

2010-04-01

... following: (a) Successful completion of a planning phase and a planning report. The requirements for both of these are described in § 1000.19 and § 1000.20. A Consortium's planning activities satisfy this... financial stability and financial management capability for the previous 3 fiscal years. This will be done...

Long Term Planning for EFA and the MDGs: Modes and Mechanisms. Create Pathways to Access. Research Monograph No. 7

ERIC Educational Resources Information Center

Lewin, Keith M.

2007-01-01

This discussion paper provides an overview and analytic guide to long term planning of education systems in the context of Education for All and the Millennium Development Goals. Long term gains in educational access depend on anticipating future financial and non-financial constraints on growth and on successful implementation of plans which…

Long-Range Plan for Gateway Technical Institute. 1982-1987: Serving Kenosha, Racine, and Walworth Counties.

ERIC Educational Resources Information Center

Stoehr, Keith W.; Covelli, Nicholas J.

This report presents Gateway Technical Institute's long-range plan for 1982-1987. After prefatory material discussing financial and non-financial factors that may impinge on the plan, Chapter I outlines the socioeconomic situation in the three-county area of Wisconsin served by the college and introduces some of the critical issues that the…

25 CFR 1001.2 - Applicant eligibility.

Code of Federal Regulations, 2010 CFR

2010-04-01

... governing body. (c) Demonstrate financial stability and financial management capability by furnishing... participating in the consortium do not have to meet this requirement. (d) Successfully complete the planning phase for self-governance. A final planning report must be submitted which demonstrates that the tribe...

75 FR 13735 - Office of Innovation and Improvement; Overview Information; Charter Schools Program (CSP): State...

Federal Register 2010, 2011, 2012, 2013, 2014

2010-03-23

... financial assistance for the planning, program design, and initial implementation of charter schools, and to... process for the denial of an application for a charter school. Priority 4--High Degree of Autonomy (10 points). The State ensures that each charter school has a high degree of autonomy over the charter school...

Urban Options Solar Greenhouse Demonstration Project. Final report

DOE Office of Scientific and Technical Information (OSTI.GOV)

Cipparone, L.

1980-10-15

The following are included: the design process, construction, thermal performance, horticulture, educational activities, and future plans. Included in appendices are: greenhouse blueprints, insulating curtain details, workshop schedules, sample data forms, summary of performance calculations on the Urban Options Solar Greenhouse, data on vegetable production, publications, news articles on th Solar Greenhouse Project, and the financial statement. (MHR)

Dredging: An Annotated Bibliography on Operations, Equipment, and Processes. Revision.

DTIC Science & Technology

1982-03-01

establishing producing centers, enterprises, financial planning, and technical specifications for plant and equipment. Drilling and laboratory results are...summarised, and resource, market, technological and environmental bases described. Prospect drilling of calcareous sandstone (kurkar and calcarenite...Automation; Pumps and impellers; Cavitation; Cost and econ- omy of dredging; Drilling and blasting; Spoil disposal; Deep sea dredg- ing; River dredging

Streamlining the Acquisition Process: A DCAA Field-Grade Perspective

DTIC Science & Technology

2014-03-01

Initial Capabilities Document IFRS International Financial Reporting Standards IPT Integrated Product Team IRR Independent Reference Review...the responsibilities, programmed focus, strategic plan and recent events impacting the organization. B. DEFENSE CONTRACT AUDIT AGENCY 1. DCAA...material misstatements, whether caused by error or fraud. The type of audit requested by the contracting officer will directly impact both the

Performance Plan: Progress Report, 1st Quarter, Fiscal Year 2000.

ERIC Educational Resources Information Center

Department of Education, Washington, DC. Student Financial Assistance.

This report by the Department of Education examines the progress made by the Student Financial Assistance (SFA) program in reaching its objectives. The report notes that for objective 1, customer satisfaction, more than 4 million direct loan records have been processed and over 1 million updates applied since winter 1999; that 84 percent of school…

Playground Facilities and Equipment. ACSA School Management Digest, Series 1, Number 7. ERIC/CEM Research Analysis Series, Number 34.

ERIC Educational Resources Information Center

Coursen, David

Modern educators and playground designers are increasingly recognizing that play is a part, perhaps the decisive part, of the entire learning process. Theories of playground equipment design, planning the playground, financial considerations, and equipment suggestions are featured in this review. Examples of playgrounds include innovative…

7 CFR 764.457 - Vendor requirements.

Code of Federal Regulations, 2011 CFR

2011-01-01

... general goal setting, risk management, and planning. (2) Financial management courses, covering all aspects of farm accounting and focusing on integrating accounting elements into a financial management...) Maintain and use a financial management information system to make financial decisions; (3) Understand and...

Getting it all together. Systems should link their strategic and financial planning.

PubMed

Barron, E; Westermann, D A

1995-04-01

Foreseeing dramatic changes in healthcare delivery, the leaders of the Franciscan Health System (FHS) decided in the early 1990s to more closely link their strategic and financial planning. Though this cooperation was tentative at first, by 1993 both our planners and our chief financial officers shared certain assumptions about the future--above all, that the coming delivery model was managed care provided by integrated delivery systems (IDSs). Having agreed on our assumptions, we translated them into a vision statement, from which we derived four strategic goals: Advance the healing mission of our sponsors; Create a culture of continuous improvement in leadership, quality, innovation, cost-effectiveness, and measurable customer value; Create an environment that values and empowers those with whom we work; Develop, through partnering, an IDS that provides affordable care to our communities; Our goals established, we charted what we call a "crosswalk" between the strategic and financial aspects of our budgeting. We found that we had to think in a new way about capital. For example, we began investing as heavily in "soft" items like research, partnerships, and new services as in the traditional "bricks and mortar." This process is new for us, and developing it has not always been comfortable. But we believe it has helped us to more wisely allocate FHS's resources and thus give our system greater stability.

Comments on the California Community Colleges' Plan for Allocating Board Financial Assistance to Community College Students: A Report to the Fiscal and Educational Policy Committees of the Legislature.

ERIC Educational Resources Information Center

California State Postsecondary Education Commission, Sacramento.

In January 1984, the California State Legislature adopted Assembly Bill (AB) 1XX, which included provisions for a mandatory student fee and an appropriation for financial aid to offset that fee. This report by the California Postsecondary Education Commission (CPEC) describes the provisions of AB 1XX and the community college financial aid plan,…

[Occupational health protection in business economics--business plan for health intervention].

PubMed

Rydlewska-Liszkowska, Izabela

2011-01-01

One of the company's actions for strengthening human capital is the protection of health and safety of its employees. Its implementation needs financial resources, therefore, employers expect tangible effectiveness in terms of health and economics. Business plan as an element of company planning can be a helpful tool for new health interventions management. The aim of this work was to elaborate a business plan framework for occupational health interventions at the company level, combining occupational health practices with company management and economics. The business plan of occupational health interventions was based on the literature review, the author's own research projects and meta-analysis of research reports on economic relations between occupational health status and company productivity. The study resulted in the development of the business plan for occupational health interventions at the company level. It consists of summary and several sections that address such issues as the key elements of the intervention discussed against a background of the company economics and management, occupational health and safety status of the staff, employees' health care organization, organizational plan of providing the employees with health protection, marketing plan, including specificity of health interventions in the company marketing plan and financial plan, reflecting the economic effects of health care interventions on the overall financial management of the company. Business plan defines occupational health and safety interventions as a part of the company activities as a whole. Planning health care interventions without relating them to the statutory goals of the company may have the adverse impact on the financial balance and profitability of the company. Therefore, business plan by providing the opportunity of comparing different options of occupational health interventions to be implemented by employers is a key element of the management of employees' health.

Financial risk management of pharmacy benefits.

PubMed

Saikami, D

1997-10-01

Financial risk management of pharmacy benefits in integrated health systems is explained. A managed care organization should assume financial risk for pharmacy benefits only if it can manage the risk. Horizontally integrated organizations often do not have much control over the management of drug utilization and costs. Vertically integrated organizations have the greatest ability to manage pharmacy financial risk; virtual integration may also be compatible. Contracts can be established in which the provider is incentivized or placed at partial or full risk. The main concerns that health plans have with respect to pharmacy capitation are formulary management and the question of who should receive rebates from manufacturers. The components needed to managed pharmacy financial risk depend on the type of contract negotiated. Health-system pharmacists are uniquely positioned to take advantage of opportunities opening up through pharmacy risk contracting. Functions most organizations must provide when assuming pharmacy financial risk can be divided into internal and external categories. Internally performed functions include formulary management, clinical pharmacy services and utilization management, and utilization reports for physicians. Functions that can be outsourced include claims processing and administration, provider- and customer support services, and rebates. Organizations that integrate the pharmacy benefit across the health care continuum will be more effective in controlling costs and improving outcomes than organizations that handle this benefit as separate from others. Patient care should not focus on payment mechanisms and unit costs but on developing superior processes and systems that improve health care.

Creating a Better Future through Teamwork: Using Advisers to Develop a Plan for the Future of Your Child with Special Needs

ERIC Educational Resources Information Center

Finn, Brian

2006-01-01

For most families, financial planning involves paying the monthly bills while putting money aside for the children's college funds and the parents' retirement. However, for parents of children with special needs, planning often takes on a very different meaning. Ensuring that children will have the resources to meet their financial, educational,…

Creating a business backbone. A first person recount of the planning process involved in laying the foundation of a successful rehabilitation clinic.

PubMed

Babb, Robert W

2007-01-01

Opening your own outpatient therapy center will likely seem an insurmountable task at times. Broken down into the stages of mission establishment, planning and goal setting, establishing financial viability, choosing equipment, promoting your product, and, finally, hiring staff, this task will become less onerous. Remember, it is your practice. True to your vision, and just like high school, be prepared for an emotional roller-coaster ride. Done correctly, this experience will be just as thrilling and ultimately much more gratifying.

Progress in improving provincial plans for nutrition through targeted technical assistance and local advocacy in Vietnam.

PubMed

Harris, Jody; Nguyen, Phuong H; To, Quyen; Frongillo, Edward A; Menon, Purnima

2016-12-01

Vietnam has been decentralizing nutrition planning to provinces, which could help with local relevance and accountability. Assessment in 2009 found a continuing top-down approach, limited human capacity, and difficulty in integrating multiple sectors. Alive and Thrive (A&T) provided targeted assistance and capacity-building for 15 provincial plans for nutrition (PPNs). We aimed to (i) assess PPN content and quality improvements 2009-2014, and (ii) explain processes through which change occurred. Data consisted of interview-based assessments of provincial planning processes, annual PPN assessments, and tracking of A&T involvement. At endline, some provinces produced higher quality plans. Local planning skills improved, but capacity remained insufficient. Awareness of and support for nutrition improved, but some policy and legal environments were contradictory. Objectives were clearer, but use of data for planning remained inconsistent. Provinces became more proactive and creative, but remained constrained by slow approval processes and insufficient funding. Targeted assistance and local advocacy can improve decentralized planning, with success dependent on policy and programming contexts and ability to overcome constraints around capacity, investment, data use and remnants of centralized planning. We recommend strong engagement with planners at the national level to understand how to unblock major constraints; solutions must take into consideration the particular political, financial and administrative context. © The Author 2016. Published by Oxford University Press in association with The London School of Hygiene and Tropical Medicine.

Biobanking sustainability--experiences of the Australian Breast Cancer Tissue Bank (ABCTB).

PubMed

Carpenter, Jane E; Clarke, Christine L

2014-12-01

Sustainability of biorepositories is a key issue globally. This article is a description of the different strategies and mechanisms used by the Australian Breast Cancer Tissue Bank (ABCTB) in developing and operating the resource since its inception in 2005. ABCTB operates according to a hub and spoke model, with a central management hub that is responsible for overall management of the resource including financial, ethical, and legal processes, researcher applications for material, clinical follow-up, information/database activities, and security. A centralized processing laboratory also operates from the hub site where DNA and RNA extractions are performed, digital imaging of stained tumor sections occurs, and specimens are assembled for dispatch for research projects. ABCTB collection sites where donors are identified, consent obtained, and specimens collected and processed for initial storage are located across Australia. Each of the activities of the resource requires financial support and different sources of revenue, some of which are allocated to a specific function of the ABCTB. Different models are in use at different collection centers where local variations may exist and local financial support may sometimes be obtained. There is also significant in-kind support by clinics and diagnostic and research facilities that house the various activities of the resource. However, long-term financial commitment to ensure the survival of the resource is not in place, and forward planning of operations remains challenging under these circumstances.

77 FR 19345 - Proposed Exemptions From Certain Prohibited Transaction Restrictions

Federal Register 2010, 2011, 2012, 2013, 2014

2012-03-30

...This document contains notices of pendency before the Department of Labor (the Department) of proposed exemptions from certain of the prohibited transaction restrictions of the Employee Retirement Income Security Act of 1974 (ERISA or the Act) and/or the Internal Revenue Code of 1986 (the Code). This notice includes the following proposed exemptions: D-11582, South Plains Financial, Inc. Employee Stock Ownership Plan (the Plan or the Applicant); and D-11668, TIB Financial Corp. Employee Stock Ownership Plan with 401(k) Provisions (the Plan).

DOD Financial Management: Challenges in Attaining Audit Readiness and Improving Business Processes and Systems

DTIC Science & Technology

2012-04-18

enterprise architecture and transition plan, and improved investment control processes. This statement is primarily based on GAO’s prior work...business system investments , they had not yet performed the key step of validating assessment results. GAO has made prior recommendations to address...be prepared no later than March 1, 1997. See 31 U.S.C. § 3515. 2An agency’s general fund accounts are those accounts in the U.S. Treasury holding

Navy Enterprise Resource Planning System Does Not Comply With the Standard Financial Information Structure and U.S. Government Standard General Ledger

DTIC Science & Technology

2012-02-13

Operations DCMO Deputy Chief Management Officer DDRS Defense Departmental Reporting System DFAS Defense Finance and Accounting Service ERP Enterprise...for your review and comment. The Navy approved deployment of the Navy Enterprise Resource Planning ( ERP ) System without ensuring it complied with the...Comments from the Deputy Assistant Secretary of the Navy (Financial Management and Comptroller, Office of Financial Operations) and the Navy ERP Program

Erecting a Sturdy Financial Structure.

ERIC Educational Resources Information Center

West, Jeffrey J.

1998-01-01

Explanation of the technological setting in which college and university financial systems have developed is provided for financial officers, to aid in devising a plan for the chart of accounts and erecting an efficient, logical, flexible financial structure. Topics include software/hardware advances, understanding the demand for financial…

14 CFR 152.303 - Financial management system.

Code of Federal Regulations, 2011 CFR

2011-01-01

... 14 Aeronautics and Space 3 2011-01-01 2011-01-01 false Financial management system. 152.303... (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.303 Financial management system. Each sponsor or planning agency shall establish and maintain a financial management system that...

14 CFR 152.303 - Financial management system.

Code of Federal Regulations, 2010 CFR

2010-01-01

... 14 Aeronautics and Space 3 2010-01-01 2010-01-01 false Financial management system. 152.303... (CONTINUED) AIRPORTS AIRPORT AID PROGRAM Accounting and Reporting Requirements § 152.303 Financial management system. Each sponsor or planning agency shall establish and maintain a financial management system that...

Evaluation of participatory planning: Lessons from Hungarian Natura 2000 management planning processes.

PubMed

Kovács, Eszter; Kelemen, Eszter; Kiss, Gabriella; Kalóczkai, Ágnes; Fabók, Veronika; Mihók, Barbara; Megyesi, Boldizsár; Pataki, György; Bodorkós, Barbara; Balázs, Bálint; Bela, Györgyi; Margóczi, Katalin; Roboz, Ágnes; Molnár, Dániel

2017-12-15

Stakeholder participation in nature conservation policies and especially in the management of protected areas has gained importance in the last decades. These changes are underlined by democratic principles and the perceived contribution of stakeholder involvement to the effectiveness of conservation management. Evaluating participatory processes is essential to learn about the past and thus increase the quality of future processes. The evaluation can be useful for the organisations responsible for planning and management, stakeholders and policy makers as well. The present paper shows the results of a systematic evaluation of 25 participatory processes related to the development of management plans for Natura 2000 sites in Hungary between 2007 and 2015. A conceptual framework was developed to evaluate the process and outcome of participatory management planning processes. Criteria were based on the scientific literature on public participation and tailored to conservation-related management planning and stakeholder involvement. Evaluated processes were grouped in three cases based on their time range and financial sources. Overall, the analysed processes scored at a medium level, showing better performance in the process criteria than in the outcome criteria. The best case scored significantly higher in four criteria compared to the other cases: representativeness, resource availability for facilitation, new, creative ideas and impact on the plan. The main factors behind the success were (1) embeddedness of the planning process in a larger project, where the plan was a tool for conservation, (2) carrying out only one process at a time, (3) previous experience of facilitators and planners with participatory planning and (4) the opportunity and capacity to propose a payment scheme as an incentive. But even this case received low scores in some criteria: conflict resolution, early involvement and well defined goals. Based on the results we suggest that more data is needed to evaluate the implementation of the plans and, in many cases, the impact of the process on the plan. Performance can be improved with the assistance of policy makers by further developing guidelines, harmonising payment schemes with the conservation measures of the plans and providing training on conflict resolution. The evaluation framework proved to be suitable for the assessment of a large set of conservation related management planning processes, but it also had some limitations, e.g. concerning the incorporation of stakeholders' views in the evaluation. Copyright © 2017 Elsevier Ltd. All rights reserved.

Peer-supported economic empowerment: A financial wellness intervention framework for people with psychiatric disabilities.

PubMed

Jiménez-Solomon, Oscar G; Méndez-Bustos, Pablo; Swarbrick, Margaret; Díaz, Samantha; Silva, Sissy; Kelley, Maura; Duke, Steve; Lewis-Fernández, Roberto

2016-09-01

People with psychiatric disabilities experience substantial economic exclusion, which hinders their ability to achieve recovery and wellness. The purpose of this article is to describe a framework for a peer-supported economic empowerment intervention grounded in empirical literature and designed to enhance financial wellness. The authors followed a 3-step process, including (a) an environmental scan of scientific literature, (b) a critical review of relevant conceptual frameworks, and (c) the design of an intervention logic framework based on (a) and (b), the programmatic experience of the authors, and input from peer providers. We identified 6 peer provider functions to support individuals with psychiatric disabilities to overcome economic inclusion barriers, achieve financial wellness goals, and lessen the psychosocial impact of poverty and dependency. These include (a) engaging individuals in culturally meaningful conversations about life dreams and financial goals, (b) inspiring individuals to reframe self-defeating narratives by sharing personal stories, (c) facilitating a financial wellness action plan, (d) coaching to develop essential financial skills, (e) supporting navigation and utilization of financial and asset-building services, and (f) fostering mutual emotional and social support to achieve financial wellness goals. Financial wellness requires capabilities that depend on gaining access to financial and asset-building supports, and not merely developing financial skills. The proposed framework outlines new roles and competencies for peer providers to help individuals build essential financial capabilities, and address social determinants of mental health and disability. Research is currently underway to pilot-test and refine peer-supported economic empowerment strategies. (PsycINFO Database Record (c) 2016 APA, all rights reserved).

34 CFR 645.11 - What services do all Upward Bound projects provide?

Code of Federal Regulations, 2014 CFR

2014-07-01

... college admission applications; (4)(i) Information on the full range of Federal student financial aid... financial and economic literacy of students or the students' parents, including financial planning for...

34 CFR 645.11 - What services do all Upward Bound projects provide?

Code of Federal Regulations, 2012 CFR

2012-07-01

... college admission applications; (4)(i) Information on the full range of Federal student financial aid... financial and economic literacy of students or the students' parents, including financial planning for...

34 CFR 645.11 - What services do all Upward Bound projects provide?

Code of Federal Regulations, 2013 CFR

2013-07-01

... college admission applications; (4)(i) Information on the full range of Federal student financial aid... financial and economic literacy of students or the students' parents, including financial planning for...

25 CFR 47.10 - How is the local educational financial plan developed?

Code of Federal Regulations, 2014 CFR

2014-04-01

....10 Section 47.10 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.10 How is the local educational financial... plan: (1) Within 15 days after receiving the tentative allotment, the school supervisor must consult...

25 CFR 47.10 - How is the local educational financial plan developed?

Code of Federal Regulations, 2011 CFR

2011-04-01

....10 Section 47.10 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.10 How is the local educational financial... plan: (1) Within 15 days after receiving the tentative allotment, the school supervisor must consult...

25 CFR 47.10 - How is the local educational financial plan developed?

Code of Federal Regulations, 2012 CFR

2012-04-01

....10 Section 47.10 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.10 How is the local educational financial... plan: (1) Within 15 days after receiving the tentative allotment, the school supervisor must consult...

25 CFR 47.10 - How is the local educational financial plan developed?

Code of Federal Regulations, 2013 CFR

2013-04-01

....10 Section 47.10 Indians BUREAU OF INDIAN AFFAIRS, DEPARTMENT OF THE INTERIOR EDUCATION UNIFORM DIRECT FUNDING AND SUPPORT FOR BUREAU-OPERATED SCHOOLS § 47.10 How is the local educational financial... plan: (1) Within 15 days after receiving the tentative allotment, the school supervisor must consult...

44 CFR Appendix B to Part 62 - National Flood Insurance Program

Code of Federal Regulations, 2012 CFR

2012-10-01

... obtain a copy of “The Write Your Own Program Financial Control Plan Requirements and Procedures” by... Plan to Maintain Financial Control for Business Written Under the Write Your Own Program. (a) In general. Under the Write Your Own (WYO) Program, we (the Federal Insurance Administration (FIA), Federal...

Planning for Success: Developing an Economic Planning Cell for the Operational Level Commander

DTIC Science & Technology

2011-05-04

Laura Landes, “ Follow the Money : The Army Finance Corps and Iraqi Financial Independence,” Military Review (March – April 2008): 85 ii Joint...accessed 23 March, 2011). Landes, Laura. “ Follow the Money : The Army Finance Corps and Iraqi Financial Independence,” Military Review (March

Knowing When to Retire: The First Step towards Financial Planning in Malaysia

ERIC Educational Resources Information Center

Kock, Tan Hoe; Yoong, Folk Jee

2011-01-01

This article draws upon expected retirement age cohorts as a main determinant to financial planning preparation in Malaysia. The return rate was 55% from 600 questionnaires distributed. Five hypotheses were analyzed using hierarchical and stepwise regression analysis. The results revealed that expected retirement age cohort variables made…

Financial Planning: Strategies and Lessons Learned

ERIC Educational Resources Information Center

Brinkman, Paul T.; Morgan, Anthony W.

2010-01-01

Financial planning is an increasingly critical function within higher education institutions. Its pivotal and multifaceted role is described in detail in this article. Based on many years of experience in higher education, the authors offer practical suggestions on how best to locate the function organizationally and perform it effectively. They…

Ten things to get right for marine conservation planning in the Coral Triangle

PubMed Central

Weeks, Rebecca; Pressey, Robert L.; Wilson, Joanne R.; Knight, Maurice; Horigue, Vera; Abesamis, Rene A.; Acosta, Renerio; Jompa, Jamaluddin

2015-01-01

Systematic conservation planning increasingly underpins the conservation and management of marine and coastal ecosystems worldwide. Amongst other benefits, conservation planning provides transparency in decision-making, efficiency in the use of limited resources, the ability to minimise conflict between diverse objectives, and to guide strategic expansion of local actions to maximise their cumulative impact. The Coral Triangle has long been recognised as a global marine conservation priority, and has been the subject of huge investment in conservation during the last five years through the Coral Triangle Initiative on Coral Reefs, Fisheries and Food Security. Yet conservation planning has had relatively little influence in this region. To explore why this is the case, we identify and discuss 10 challenges that must be resolved if conservation planning is to effectively inform management actions in the Coral Triangle. These are: making conservation planning accessible; integrating with other planning processes; building local capacity for conservation planning; institutionalising conservation planning within governments; integrating plans across governance levels; planning across governance boundaries; planning for multiple tools and objectives; understanding limitations of data; developing better measures of progress and effectiveness; and making a long term commitment. Most important is a conceptual shift from conservation planning undertaken as a project, to planning undertaken as a process, with dedicated financial and human resources committed to long-term engagement. PMID:25110579

Financial Management: A Growing Concern for Child Nutrition Program Administrators.

ERIC Educational Resources Information Center

Cater, Jerry B.; Mann, Nadine; Conklin, Martha

1999-01-01

A study of revenue-generation and cost-control measures currently employed at four school districts operating financially successful child-nutrition programs disclosed the importance of student participation to each program's financial integrity. Financial reports, productivity monitoring, and procurement plans to curb food costs were also…

77 FR 37699 - Notice of Proposed Information Collection: Comment Request OSHC Financial Reporting Form

Federal Register 2010, 2011, 2012, 2013, 2014

2012-06-22

... Information Collection: Comment Request OSHC Financial Reporting Form AGENCY: Office of Sustainable Housing... Challenge Planning Grant Program, require the financial reporting by grantees. This tracking of grantee... also lists the following information: Title of Proposal: OSHC Financial Reporting Form. OMB Control...

Financial Advice: Who Pays

ERIC Educational Resources Information Center

Finke, Michael S.; Huston, Sandra J.; Winchester, Danielle D.

2011-01-01

Using a cost-benefit framework for financial planning services and proprietary data collected in the summer of 2008, the client characteristics that are associated with the likelihood of paying for professional financial advice, as well as the type of financial services purchased, are identified. Results indicate that respondents who pay for…

Financial Management: Financial Reporting of Deferred Maintenance Information on Air Force Weapons Systems for FY 2002

DTIC Science & Technology

2002-11-27

Financial Management November 27, 2002 Office of the Inspector General of the Department of Defense Financial Reporting of Deferred Maintenance...Report Type N/A Dates Covered (from... to) - Title and Subtitle Financial Management: Financial Reporting of Deferred Maintenance Information on Air...Department of the Air Force 26 Background This is one in a series of planned reports that discusses the financial reporting of deferred

Financial Management: Naval Air Systems Command Financial Reporting of Non-Ammunition Operating Material and Supplies for FY 2002

DTIC Science & Technology

2002-11-08

Financial Management November 8, 2002 Office of the Inspector General of the Department of Defense Naval Air Systems Command Financial Reporting of...from... to) - Title and Subtitle Financial Management: Naval Air Systems Command Financial Reporting of Non-Ammunition Operating Material and...This report is the first in a series of planned reports and discusses the financial reporting of non-ammunition operating materials and supplies

Dimensions of Army Commissioned and Noncommissioned Officer Leadership

DTIC Science & Technology

1990-02-01

Financial Strategy Planning" and "Public and Customer Relations" ( Tornow & Pinto, 1976); "Manufacturing Process Supervision" and "Union Management...organization and (b) training. Examples of the former are: Coordination of Other Organizational Units and Personnel ( Tornow & Pinto, 1976); Liaison...c) Autonomy of Action and Complexity and Stress ( Tornow & Pinto, 1976). (d) Spokesperson and Negotiator (Mintzberg, 1973). (e) Arbitrator and

Technical and organisational aspects in enterprise resource planning systems implementation: lessons from a Spanish public hospital

NASA Astrophysics Data System (ADS)

Escobar-Rodriguez, Tomas; Escobar-Pérez, Bernabe; Monge-Lozano, Pedro

2014-09-01

Public resources should always be managed efficiently, more so in times of crisis. Due to the specific characteristics of the healthcare sector, there is a need for special attention, especially in regards to hospitals. Administrators need useful tools to be able to efficiently manage available resources, such as enterprise resource planning (ERP) systems. Therefore, an analysis of the effects of their implementation and use in hospitals is valuable. This study has two purposes. One is to analyse the role ERP systems play in aiding the integration of hospital data, with focus on user satisfaction as well as possible resistance to change. The other purpose is to analyse the effects of implanting and using ERP systems in the hospital environment and identifying how certain variables influence the process, especially the existence of different organisational cultures. Results indicate that clinical information has become notably more integrated, despite the lack of flow in the economic-financial area. The heterogeneous nature of the different groups, clinical (Medical, Nursing) and non-clinical (Economic-Financial, Accounting), had a negative influence on the implementation process, and limited the integration of information as well as the system's performance.

Women's financial planning for retirement: the impact of disruptive life events.

PubMed

Orel, Nancy A; Ford, Ruth A; Brock, Charlene

2004-01-01

Providing care for an aged parent has immediate financial, emotional, psychological, and physical consequences for the primary caregiver. This pilot study of 138 middle aged and older females analyzes the long term financial consequences of providing care to aged relatives for female caregivers. The impact of this disruptive life event (e.g., caring for an aged relative) on retirement planning among middle aged and older adult women was analyzed using quantitative data collected from women residing in the Midwest region of the United States.

Renewable energy and conservation measures for non-residential buildings

NASA Astrophysics Data System (ADS)

Grossman, Andrew James

The energy demand in most countries is growing at an alarming rate and identifying economically feasible building retrofit solutions to decrease the need for fossil fuels so as to mitigate their environmental and societal impacts has become imperative. Two approaches are available for identifying feasible retrofit solutions: 1) the implementation of energy conservation measures; and 2) the production of energy from renewable sources. This thesis focuses on the development of retrofit software planning tools for the implementation of solar photovoltaic systems, and lighting system retrofits for mid-Michigan institutional buildings. The solar planning tool exploits the existing blueprint of a building's rooftop, and via image processing, the layouts of the solar photovoltaic arrays are developed based on the building's geographical location and typical weather patterns. The resulting energy generation of a PV system is estimated and is utilized to determine levelized energy costs. The lighting system retrofit analysis starts by a current utilization assessment of a building to determine the amount of energy used by the lighting system. Several LED lighting options are evaluated on the basis of color correlation temperature, color rendering index, energy consumption, and financial feasibility, to determine a retrofit solution. Solar photovoltaic installations in mid-Michigan are not yet financially feasible, but with the anticipated growth and dynamic complexity of the solar photovoltaic market, this solar planning tool is able to assist building proprietors make executive decisions regarding their energy usage. Additionally, a lighting system retrofit is shown to have significant financial and health benefits.

Decentralisation and health services delivery in Tanzania: Analysis of decision space in planning, allocation, and use of financial resources.

PubMed

Kigume, Ramadhani; Maluka, Stephen; Kamuzora, Peter

2018-04-01

While decentralisation of health systems has been on the policy agenda in low-income and middle-income countries since the 1970s, many studies have focused on understanding who has more decision-making powers but less attention is paid to understand what those powers encompass. Using the decision space approach, this study aimed to understand the amount of decision-making space transferred from the central government to institutions at the periphery in the decentralised health system in Tanzania. The findings of this study indicated that the decentralisation process in Tanzania has provided authorities with a range of decision-making space. In the areas of priority setting and planning, district health authorities had moderate decision space. However, in the financial resource allocation and expenditure of funds from the central government, the districts had narrow decision-making space. The districts, nevertheless, had wider decision-making space in mobilising and using locally generated financial resources. However, the ability of the districts to allocate and use locally generated resources was constrained by bureaucratic procedures of the central government. The study concludes that decentralisation by devolution which is being promoted in the policy documents in Tanzania is yet to be realised at the district and local levels. The study recommends that the central government should provide more space to the decentralised district health systems to incorporate locally defined priorities in the district health plans. Copyright © 2018 John Wiley & Sons, Ltd.

[Some psychological problems in family planning work].

PubMed

Chen, J

1983-11-29

Psychology has significance in family planning work, because it may promote the scientific nature of family planning work and thus increase its effectiveness. Since people have some common aspects in their psychological process, family planning workers should master some common rules of the people's psychological process in order to understand psychological trends and possible behavior. Through this method, family planning workers may find how to adjust to problems they may encounter in their daily work, such as the worries about a single child being too lonely, spoiled, and hard to handle for the parents, the traditional belief that more children represent good fortune, and more male children may provide security for one's old age. Traditionally, the Chinese people believed that only male children can carry on the family line and that more children will provide a larger labor force, which is beneficial to a family's financial situation. In family planning work, all such incorrect ways of thinking should be corrected and revised. Studies of children's psychology should also be developed so that children may develop a healthy mentality. All these are crucial to the success of family planning work and the promotion of population quality.

12 CFR 362.16 - Purpose and scope.

Code of Federal Regulations, 2010 CFR

2010-01-01

... financial planning advice, or safekeeping services. ... ACTIVITIES OF INSURED STATE BANKS AND INSURED SAVINGS ASSOCIATIONS Financial Subsidiaries of Insured State... financial subsidiary under section 46(a) of the Federal Deposit Insurance Act. This subpart also implements...

Operational considerations for implementing regional sediment management plans in the northern Gulf of Mexico

USGS Publications Warehouse

Underwood, Steven G.; Khalil, Syed M.; Byrnes, Mark R.; Steyer, Gregory D.; Raynie, Richard C

2015-01-01

Development of a comprehensive and stakeholder-driven Regional Sediment Management plan can provide the basis for long-term sustainable resource use and protection. This paper highlights three operational components that can positively influence sediment management at a regional scale, including (1) integration of an operational sediment budget, (2) development of a monitoring and adaptive management plan, and (3) development of a regional sediment availability and allocation program. These components seek to incorporate science and adaptive management through implementation of an organized and well-documented decision making process. They represent a coordinated framework that could serve as a guide for unifying financial investments in regional sediment management plans. Collectively, they establish an integrated process for addressing uncertainties about future system change in light of shrinking federal and state budgets, competing demands for sediment resources within riverine and marine waters, and policy considerations related to sediment/water use (e.g., navigation and commerce versus environmental management).

Financial Responsibilities of Governing Boards of Colleges and Universities. Second Edition.

ERIC Educational Resources Information Center

Association of Governing Boards of Universities and Colleges, 1985

1985-01-01

Financial planning and management responsibilities of college governing boards are examined. External factors and the institution's condition and direction of movement are addressed, along with policies concerning financial resources (e.g., tuition, financial aid, investments, and educational and auxiliary sales and services). Also considered are:…

45 CFR 95.612 - Disallowance of Federal Financial Participation (FFP).

Code of Federal Regulations, 2010 CFR

2010-10-01

... 45 Public Welfare 1 2010-10-01 2010-10-01 false Disallowance of Federal Financial Participation... Financial Participation (FFP) Specific Conditions for Ffp § 95.612 Disallowance of Federal Financial... approved advance planning document to the detriment of the proper and efficient operation of the affected...

75 FR 34736 - Draft FY 2011-2015 EPA Strategic Plan

Federal Register 2010, 2011, 2012, 2013, 2014

2010-06-18

... Accountability, Office of the Chief Financial Officer [email protected] . Instructions: EPA's policy is that... Chief Financial Officer, Office of the Chief Financial Officer. [FR Doc. 2010-14649 Filed 6-17-10; 8:45... Financial Officer, U.S. Environmental Protection Agency, 1200 Pennsylvania Ave, NW., Washington, DC 20460...

Financial Conditions: An In-Depth Look at Fiscal Troubles on Campus.

ERIC Educational Resources Information Center

Scoby, Jerry L.

1993-01-01

A survey of 300 college and university business officers investigated the extent of the institutions' financial difficulties. Results reveal administrators' perceptions of the reasons for and solutions to financial problems, factors in institutional stability or strength, plans to maintain or strengthen the institution's financial condition,…

Family Financial Management: A Giant Step toward Successful Entrepreneurship.

ERIC Educational Resources Information Center

Graham, K. Edwin

1979-01-01

The same principles are involved in the successful management of business and household, and helping students to learn personal or home financial management is a step toward business management. The author outlines strategies in family financial planning, organizing, and directing, with applications to business, for a family financial management…

42 CFR 50.209 - Use of Federal financial assistance.

Code of Federal Regulations, 2010 CFR

2010-10-01

... 42 Public Health 1 2010-10-01 2010-10-01 false Use of Federal financial assistance. 50.209 Section... OF GENERAL APPLICABILITY Sterilization of Persons in Federally Assisted Family Planning Projects § 50.209 Use of Federal financial assistance. (a) Federal financial assistance adminstered by the Public...

Chicago-St. Louis high speed rail plan

DOE Office of Scientific and Technical Information (OSTI.GOV)

Stead, M.E.

1994-12-31

The Illinois Department of Transportation (IDOT), in cooperation with Amtrak, undertook the Chicago-St. Louis High Speed Rail Financial and Implementation Plan study in order to develop a realistic and achievable blueprint for implementation of high speed rail in the Chicago-St. Louis corridor. This report presents a summary of the Price Waterhouse Project Team`s analysis and the Financial and Implementation Plan for implementing high speed rail service in the Chicago-St. Louis corridor.

Prevalence and predictors of advance directives in Australia.

PubMed

White, B; Tilse, C; Wilson, J; Rosenman, L; Strub, T; Feeney, R; Silvester, W

2014-10-01

Advance care planning is regarded as integral to better patient outcomes, yet little is known about the prevalence of advance directives (AD) in Australia. To determine the prevalence of AD in the Australian population. A national telephone survey about estate and advance planning. Sample was stratified by age (18-45 and >45 years) and quota sampling occurred based on population size in each state and territory. Fourteen per cent of the Australian population has an AD. There is state variation with people from South Australia and Queensland more likely to have an AD than people from other states. Will making and particularly completion of a financial enduring power of attorney are associated with higher rates of AD completion. Standard demographic variables were of limited use in predicting whether a person would have an AD. Despite efforts to improve uptake of advance care planning (including AD), barriers remain. One likely trigger for completing an AD and advance care planning is undertaking a wider future planning process (e.g. making a will or financial enduring power of attorney). This presents opportunities to increase advance care planning, but steps are needed to ensure that planning, which occurs outside the health system, is sufficiently informed and supported by health information so that it is useful in the clinical setting. Variations by state could also suggest that redesign of regulatory frameworks (such as a user-friendly and well-publicised form backed by statute) may help improve uptake of AD. © 2014 The Authors; Internal Medicine Journal © 2014 Royal Australasian College of Physicians.

Guidelines for implementing automation in a hospital laboratory setting--part II.

PubMed

Rodriques, Sarina

2007-03-28

Laboratories entering into a discussion regarding automation of their facility have a number of key issues that need to be considered right away. What is the financial impact going to be? How do we know which processes we should automate and which ones we shouldn't? Which vendor is going to best align with the goals of our organization? Developing a thorough and robust plan at the start of the automation process is vital to the overall success of the project. It requires dedicated staff members who are willing to do the research, crunch the numbers, and present the data effectively. In Part II of this manuscript, issues such as cost analyses, business plans, and purchasing decisions are each covered thoroughly.

42 CFR 417.568 - Adequate financial records, statistical data, and cost finding.

Code of Federal Regulations, 2012 CFR

2012-10-01

... ORGANIZATIONS, COMPETITIVE MEDICAL PLANS, AND HEALTH CARE PREPAYMENT PLANS Medicare Payment: Cost Basis § 417... health care industry. (b) Provision of data. (1) The HMO or CMP must provide adequate cost and... 42 Public Health 3 2012-10-01 2012-10-01 false Adequate financial records, statistical data, and...

42 CFR 417.568 - Adequate financial records, statistical data, and cost finding.

Code of Federal Regulations, 2010 CFR

2010-10-01

..., COMPETITIVE MEDICAL PLANS, AND HEALTH CARE PREPAYMENT PLANS Medicare Payment: Cost Basis § 417.568 Adequate... definitions and accounting, statistics, and reporting practices that are widely accepted in the health care... 42 Public Health 3 2010-10-01 2010-10-01 false Adequate financial records, statistical data, and...

42 CFR 417.568 - Adequate financial records, statistical data, and cost finding.

Code of Federal Regulations, 2011 CFR

2011-10-01

..., COMPETITIVE MEDICAL PLANS, AND HEALTH CARE PREPAYMENT PLANS Medicare Payment: Cost Basis § 417.568 Adequate... definitions and accounting, statistics, and reporting practices that are widely accepted in the health care... 42 Public Health 3 2011-10-01 2011-10-01 false Adequate financial records, statistical data, and...

Accounting and Financial Planning--Top Priorities for School Business Administrators.

ERIC Educational Resources Information Center

Walters, Donald L.

Success for the business administrator depends largely on ability to identify priorities and to direct time, energy, and know-how accordingly. This study attempted to find out the priorities of the tasks of accounting and financial planning for school business administrators and the precise nature of the school business administrator's…

Integration of Professional Certification Examinations with the Financial Planning Curriculum: Increasing Efficiency, Motivation, and Professional Success

ERIC Educational Resources Information Center

Goetz, Joseph W.; Zhu, Dandan; Hampton, Vickie L.; Chatterjee, Swarn; Salter, John

2011-01-01

This article provides a theoretical-based rationale and plan of action for educational programs to encourage and create opportunities for the integration of course study with professional exam preparation, while highlighting the complementary benefits for students, academic programs, and the financial services profession. Serving primarily as a…

Service-Learning in the Financial Planning Curriculum: Expanding Access to the Community

ERIC Educational Resources Information Center

Annis, Paul M.; Palmer, Lance; Goetz, Joseph

2010-01-01

Service-learning projects are a cornerstone of student experiential learning. Such programs have proven to be mutually beneficial to communities and students within a variety of family and consumer sciences courses. However, there is a paucity of literature addressing service-learning efforts within the field of financial planning. There is an…

How do urology residents manage personal finances?

PubMed

Teichman, J M; Bernheim, B D; Espinosa, E A; Cecconi, P P; Meyer, J; Pearle, M S; Preminger, G M; Leveillee, R J

2001-05-01

To examine personal financial management among residents to answer three research questions: do residents make reasonable financial choices; why do some residents not save; and what steps can be taken to improve residents' personal financial decisions. Portions of the Federal Reserve Board's Survey of Consumer Finances were modified and piloted to elicit demographic, expense, saving, and income data. The final questionnaire was completed by 151 urology residents at 20 programs. Comparing residents with the general population in the same age and income categories, the median debt/household income ratio was 2.38 versus 0.64. Residents had greater educational debt, greater noneducational debt, and lower savings. Resident participation in retirement accounts was 100% at institutions with employer-matching 401k or 403b plans, 63% at institutions with nonmatching 401k or 403b plans, and 48% at institutions without retirement plans for residents (P = 0.002). Fifty-nine percent of residents budgeted expenses, 27% had cash balances below $1000, 51% had paid interest charges on credit cards within the previous year, and 12% maintained unpaid credit card balances greater than $10,000. The median resident income was $38,400. A significant minority of residents appear not to make reasonable financial choices. Some residents save little because of a failure to budget, indebtedness, high projected income growth, or insufficient attention to personal financial management. Residents save more when they are eligible for tax-deferred retirement plans, particularly when their institution matches their contributions. Many residents would benefit from instruction concerning prudent financial management.

Dental Education: Trends and Assumptions for the 21st Century

PubMed Central

Sinkford, Jeanne C.

1987-01-01

Dental educational institutions, as components of university systems, must develop strategic plans for program development, resource allocation, evaluation, and continued financial support. This dynamic process will be accomplished in a competitive academic arena where program excellence and program relevance are key issues in the game of survival. This article focuses on issues and trends that form the basis for planning assumptions and initiatives into the next decade and into the 21st century. This is our challenge, this is our mission if we are to be catalysts for change in the future. PMID:3560255

Managing a palliative oncology program: the role of a business plan.

PubMed

Walsh, D; Gombeski, W R; Goldstein, P; Hayes, D; Armour, M

1994-02-01

Today's health-care environment demands that palliative-care programs operate in a businesslike manner. This report summarizes the business plan and the process followed to develop the Palliative Care Program at the Cleveland Clinic Foundation (CCF). The benefits generated from this effort and the lessons learned that may be helpful to other program managers are described. By disciplining itself to focus on financial, marketing, and operational issues, the Palliative Care Program is in a better position to advance its clinical services within the organization and in its market area, and can thereby serve its patients more effectively.

Long-term care: a substantive factor in financial planning.

PubMed

Willis, D A

2000-01-01

More than 50 percent of women will enter a nursing home at some point in their lives. About one-third of men living to age 65 will also need nursing home care. Planning for long-term care is even more important since Medicare covers very little of the cost of such care. The Indiana Partnership Plan is one program designed to help fund the long-term care costs while allowing individuals protect other financial assets.

People matter: tomorrow's workforce for tomorrow's world

PubMed Central

2014-01-01

The focus of any health service, now and into the future, should be people delivering safe, quality care to people; care that covers not just diagnosis and treatment, but the whole experience that patients and their carers have of the service. Workforce development, the process by which the current and future workforce is planned and trained, must be related to current and future patterns of service delivery and take account of financial reality. It cannot exist in isolation. Despite employing 1.3 million people, upon whom up to 70% of its budget is spent, the NHS has been curiously relaxed about the workforce development of both its staff in training and of those trained staff who, with the impact of demographic change and the increasing speed of technological progress, will need to adapt to new ways of working and learn new skills. Given that the NHS has been repeatedly criticised by the Health Select Committee for its failure to link workforce planning and development with service and financial planning, and that inadequate staffing has been a feature of a number of recent organizational failures, how is this to be achieved? Some NHS organisations have been shown to be poor employers with a culture of bullying and fear and the use of suspensions and financial settlements bound to gagging clauses to remove whistleblowers. Gender and ethnic discrimination is an issue not yet fully resolved. Furthermore with the demographic changes around the increasing needs of an elderly population, the introduction of new technology and the increasing interdependency of health and social care, there is a need for a clear vision as to how the future NHS will be structured and developed. Fewer large specialist centres are likely, combined with local, community oriented integrated services with appropriate specialist support. Decisions need to be taken about this in time to give workforce development processes time to plan the best skill mix combinations and to develop clinicians and managers who can orchestrate NHS activities on a whole system basis rather than in the exclusively specialised silos we see today. PMID:25949715

People matter: tomorrow's workforce for tomorrow's world.

PubMed

Easmon, Charles

2014-01-01

The focus of any health service, now and into the future, should be people delivering safe, quality care to people; care that covers not just diagnosis and treatment, but the whole experience that patients and their carers have of the service. Workforce development, the process by which the current and future workforce is planned and trained, must be related to current and future patterns of service delivery and take account of financial reality. It cannot exist in isolation. Despite employing 1.3 million people, upon whom up to 70% of its budget is spent, the NHS has been curiously relaxed about the workforce development of both its staff in training and of those trained staff who, with the impact of demographic change and the increasing speed of technological progress, will need to adapt to new ways of working and learn new skills. Given that the NHS has been repeatedly criticised by the Health Select Committee for its failure to link workforce planning and development with service and financial planning, and that inadequate staffing has been a feature of a number of recent organizational failures, how is this to be achieved? Some NHS organisations have been shown to be poor employers with a culture of bullying and fear and the use of suspensions and financial settlements bound to gagging clauses to remove whistleblowers. Gender and ethnic discrimination is an issue not yet fully resolved. Furthermore with the demographic changes around the increasing needs of an elderly population, the introduction of new technology and the increasing interdependency of health and social care, there is a need for a clear vision as to how the future NHS will be structured and developed. Fewer large specialist centres are likely, combined with local, community oriented integrated services with appropriate specialist support. Decisions need to be taken about this in time to give workforce development processes time to plan the best skill mix combinations and to develop clinicians and managers who can orchestrate NHS activities on a whole system basis rather than in the exclusively specialised silos we see today.

Notification: EPA’s Compliance with Statement of Federal Financial Accounting Standards No. 47 and Treasury Financial Manual, Part 2, Chapter 4700

EPA Pesticide Factsheets

Project #OA&E-FY18-0249, June 6, 2018. The OIG plans to begin preliminary research on the EPA’s compliance with the Statement of Federal Financial Accounting Standards No. 47: Reporting Entity; and Treasury Financial Manual, Part 2, Chapter 4700

A Small District's Quest for Survival.

ERIC Educational Resources Information Center

Salinas, Claudio

In Texas, a financially troubled school district must submit a plan of action to the Texas Education Agency (TEA) for improving its financial situation without harming the quality of education delivered. If things get worse, TEA assigns a financial monitor to advise the district on overcoming its financial problems and to determine if further…

AGRI Grain Power ethanol-for-fuel project feasibility-study report. Volume II. Project marketing/economic/financial/ and organization

DOE Office of Scientific and Technical Information (OSTI.GOV)

Not Available

1981-04-01

The AGRI GRAIN POWER (AGP) project, hereafter referred to as the Project, was formed to evaluate the commercial viability and assess the desireability of implementing a large grain based grass-roots anhydrous ethanol fuel project to be sited near Des Moines, Iowa. This report presents the results of a Project feasibility evaluation. The Project concept is based on involving a very strong managerial, financial and technical joint venture that is extremely expert in all facets of planning and implementing a large ethanol project; on locating the ethanol project at a highly desireable site; on utilizing a proven ethanol process; and onmore » developing a Project that is well suited to market requirements, resource availability and competitive factors. The results of marketing, economic, and financial studies are reported in this volume.« less

Choice Inconsistencies Among the Elderly: Evidence from Plan Choice in the Medicare Part D Program

PubMed Central

Abaluck, Jason; Gruber, Jonathan

2010-01-01

We evaluate the choices of elders across their insurance options under the Medicare Part D Prescription Drug plan, using a unique data set of prescription drug claims matched to information on the characteristics of choice sets. We document that elders place much more weight on plan premiums than on expected out of pocket costs; value plan financial characteristics beyond any impacts on their own financial expenses or risk; and place almost no value on variance reducing aspects of plans. Partial equilibrium welfare analysis implies that welfare would have been 27% higher if patients had all chosen rationally. PMID:21857716

Providers must plan for accrual of medical malpractice claims.

PubMed

Zatorski, R

1988-11-01

Because of the change in accounting regulations that requires accrual for certain medical malpractice claims, healthcare providers could soon be experiencing significant effects on their financial results. AICPA Statement Position 87-1, "Accounting for Asserted and Unasserted Medical Malpractice Claims of Health Care Providers and Related Issues," states that if healthcare providers have not transferred all risk for medical malpractice claims arising out of occurrences prior to the financial statement date to a third party, some accrual will be required. Providers need to prepare themselves for the financial problems that could arise from these reporting guidelines. Estimating the potential accrual amounts with advanced planning and extensive data gathering and analysis could lower a healthcare provider's financial risk.

Australian baby boomers face retirement during the global financial crisis.

PubMed

Kendig, Hal; Wells, Yvonne; O'Loughlin, Kate; Heese, Karla

2013-01-01

This paper examines the impact in Australia of the global financial crisis on the baby boom cohort approaching later life. Data from national focus groups of people aged 50 to 64 years (N = 73), conducted in late 2008, found widespread but variable concern and uncertainty concerning work and retirement plans and experiences. A national survey (N = 1,009) of those aged 50 to 64 years in mid-2009 reported lower levels of financial satisfaction compared with other life domains; many planned to postpone retirement. Findings are interpreted in the context of policies and markets that differed significantly from those in the United States, notwithstanding the global nature of the financial crisis.

Fuels planning: science synthesis and integration: social issues fact sheet 19: Impacts of wildland fire on communities

Treesearch

Rocky Mountain Research Station USDA Forest Service

2007-01-01

Large fires can result in a series of disasters for individuals and communities in the wildland-urban interface. They create significant disruptions to ongoing social processes, result in large financial losses, and lead to expensive restoration activities. By being aware of the impacts of wildland fire on local residents, fire managers can bring added value to them...

Introduction to Defense Acquisition Management

DTIC Science & Technology

1989-03-01

the system after Most new systems follow the same formatted and its usefullness in the weapon inventory predictable life cycle, and fit the model...natives for system concept development Statement (MNS) setting forth requirements need- -An acquisition strategy is developed to guide ed to meet the...6 BUSINESS, FINANCIAL AND TECHNICAL ASPECTS OF SYSTEMS ACQUISITION Management of the systems acquisition process The acquisition planning phase of the

Nottingham Health Science Biobank: a sustainable bioresource.

PubMed

Matharoo-Ball, Balwir; Thomson, Brian J

2014-10-01

Nottingham Health Science Biobank (NHSB) was established in 2011 by a 3-year "pump priming" grant from the United Kingdom National Institute of Health Research. Before biobanking operations began, NHSB commissioned a financial report on the full costs of biobanking and worked with key stakeholders and external consultants to develop a business plan with the aim of achieving financial and operational sustainability. The plan included: scanning published information, telephone interviews with commercial companies, Freedom of Information Requests, dialogue with prospective customers, and a market analysis of global trends in the use of human tissue samples in research. Our financial report provided a comprehensive and structured costing template for biobanking and confirmed the absolute requirement to ensure cost-efficient processes, careful staff utilization, and maximization of sample turnover. Together with our external consultants, we developed a business model responsive to global interest in healthcare founded on i) identification of key therapeutic areas that mapped to the strengths of the NHSB; ii) a systematic approach to identifying companies operating in these therapy areas; iii) engagement with noncommercial stakeholders to agree strategically aligned sample collection with the aim of ensuring the value of our tissue resource. By adopting this systematic approach to business modelling, the NHSB has achieved sustainability after less than 3 years of operation.

Teaching retirement financial literacy in an undergraduate gerontology classroom: broadening the concept of the tripod or three-legged stool of retirement income utilizing active learning.

PubMed

Baker, Hallie E; Brown, Pamela Pitman

2015-01-01

The three-legged stool concept is widely used in gerontological and geriatric education as an explanation on how one should fiscally approach his or her retirement. Financial managers, planners, retirees, business owners, even the Social Security Administration uses this metaphor of fiscal soundness in retirement planning. Gerontologists are moving away from the "tripod of retirement income" and "three-legged stool" term, as more often market work is needed for financial security. This activity focuses on the tripod or three-legged stool concepts of retirement planning using active learning, allowing the students to work collaboratively in a group, reflect upon the activity, and most importantly have fun. The game also allows for an expansion of the tripod concepts into the four pillars of economic security, broaching the use of personal assets and the possible need for longer employment. Game scenarios also emphasize macro- and microlevel forces, such as race, gender, health status, education, or marital status, which can influence timing of retirement or the level of retirement income available. The authors include instructions on how to set up the learning experience including worksheets, as well as reflection questions posed throughout the process.

Changing Face of Family Planning Funding in Kenya: A Cross-Sectional Survey of Two Urban Counties.

PubMed

Keyonzo, Nelson; Korir, Julius; Abilla, Faith; Sirera, Morine; Nyakwara, Peter; Bazant, Eva; Waka, Charles; Koskei, Nancy; Kabue, Mark

2017-12-01

As international development partners reduce funding for family planning (FP) programs, the need to estimate the financial resources devoted to FP is becoming increasingly important both at all levels. This cross-sectional assessment examined the FP financing sources, agents, and expenditures in two counties of Kenya for fiscal years 2010/2011 and 2011/2012 to guide local decision-making on financial allocations. Data were collected through a participatory process. This involved stakeholder interviews, review of financial records and service statistics, and a survey of facilities offering FP services. Financing sources and agents were identified, and source amounts calculated. Types of FP provider organizations and the amounts spent by expenditure categories were identified. Overall, five financing sources and seven agents for FP were identified. Total two-year expenditures were KSh 307.8 M (US$ 3.62 M). The government's share of funding rose from 12% to 21% over the two years (p=0.029). In 2010/2011, the largest expense categories were administration, commodities, and labor; however, spending on commodities increased by 47% (p=0.042). This study provides local managers with FP financing and expenditure information for use in budget allocation decision-making. These analyses can be done routinely and replicated in other local counties or countries in a context of devolution.

The financial management of research centers and institutes at U.S. medical schools: findings from six institutions.

PubMed

Mallon, William T

2006-06-01

To explore three questions surrounding the financial management of research centers and institutes at U.S. medical schools: How do medical schools allocate institutional funds to centers and institutes? How and by whom are those decisions made? What are the implications of these decision-making models on the future of the academic biomedical research enterprise? Using a qualitative research design, the author and associates interviewed over 150 faculty members and administrators at six medical schools and their parent universities in 2004. Interview data were transcribed, coded, and analyzed using a grounded theory approach. This methodology generated rich descriptions and explanations of the six medical schools, which can produce extrapolations to, but not necessarily generalizable findings to, other institutions and settings. An examination of four dimensions of financial decision-making-funding timing, process, structure, and culture-produces two essential models of how medical schools approach the financial management of research centers. In the first, a "charity" model, center directors make hat-in-hand appeals directly to the dean, the result of which may depend on individual negotiation skills and personal relationships. In the second, a "planned-giving" model, the process for obtaining and renewing funds is institutionalized, agreed upon, and monitored. The ways in which deans, administrators, department chairs, and center directors attend to, decide upon, and carry out financial decisions can influence how people throughout the medical school think about interdisciplinary and collaborative activities marshalled though centers and institutes.

45 CFR 2550.80 - What are the duties of the State entities?

Code of Federal Regulations, 2010 CFR

2010-10-01

...) The plan is subject to approval by the chief executive officer of the State. (9) The plan must be... national service program that receives financial assistance under section 121 of the NCSA or title II of... Federal financial assistance programs under the Community Services Block Grant Act (42 U.S.C. 9901 et seq...

78 FR 55284 - Privacy Act of 1974, as Amended; Notice of a New System of Records

Federal Register 2010, 2011, 2012, 2013, 2014

2013-09-10

... of records to the Office of Management and Budget and to Congress. III. Public Disclosure Before... Agency Accounting and Other Financial Management Reports and Plans; 5 U.S.C. 4111, Acceptance of..., Executive agency accounting and other financial management reports and plans; 31 U.S.C. 3711, Collection and...

International PhD Students in Australian Universities: Financial Support, Course Experience and Career Plans

ERIC Educational Resources Information Center

Harman, G.

2003-01-01

Using data from a social survey of PhD students in two major Australian universities supplemented by student interviews, this article reports on the financial support, course experience and career plans of international PhD students. While most international PhD students hold scholarships which include stipends, a minority of students experience…

76 FR 30182 - Notice of Submission of Proposed Information Collection to OMB Section 5(h) Homeownership Program...

Federal Register 2010, 2011, 2012, 2013, 2014

2011-05-24

... Its Proposed Use: Public Housing Agencies (PHAs) maintain sales and financial records of their plan... comments on the subject proposal. Public Housing Agencies (PHAs) maintain sales and financial records of their plan. Residents may apply to PHAs to purchase units. DATES: Comments Due Date: June 23, 2011...

College Savings Plans, Financial Aid, and Tax Strategy

ERIC Educational Resources Information Center

Whiteside, Richard; Mentz, George S.

2004-01-01

A college degree is one of the most expensive purchases an American family can make. While today's costs are higher than ever before, parents have many more options whose sheer number and complexity have given rise to a whole new field-financial planning for college. This article, which is based on materials created for the enrollment management…

28 CFR 545.11 - Procedures.

Code of Federal Regulations, 2010 CFR

2010-07-01

... Judicial Administration BUREAU OF PRISONS, DEPARTMENT OF JUSTICE INSTITUTIONAL MANAGEMENT WORK AND COMPENSATION Inmate Financial Responsibility Program § 545.11 Procedures. When an inmate has a financial obligation, unit staff shall help that inmate develop a financial plan and shall monitor the inmate's...

7 CFR 764.457 - Vendor requirements.

Code of Federal Regulations, 2010 CFR

2010-01-01

...) Maintain and use a financial management information system to make financial decisions; (3) Understand and... budget; and (6) Use production records and other production information to identify problems, evaluate... general goal setting, risk management, and planning. (2) Financial management courses, covering all...

Leveraging strategic planning for improved financial performance.

PubMed

Zuckerman, A

2000-12-01

Healthcare providers increasingly are relying on strategic planning to guide the allocation of capital and other resources. Strategic planning helps identify and prioritize opportunities for financial improvement, particularly revenue-generating initiatives, which offer the greatest opportunity for significant long-term benefits. New revenue usually can be generated in one of five ways: increase market share, expand service area, fill gaps in the continuum of services, develop niche services where needed in the service area, and repackage existing services to address specific market segments. Once a strategic plan is implemented, it should be reviewed periodically and modified as necessary.

Applying Strategic Management in the Office of the Assistant Secretary of the Army for Financial Management and Comptroller (ASA(FM&C))

DTIC Science & Technology

2000-05-31

direction for the Office of the ASA (FM&C), consolidate all of the office’s subordinate organization strategic plans, and better define the roles and...responsibilities within the office of the ASA(FM&C). Mrs. McCoy directed Ms. Barbara Bonessa, Chief of the Financial Management Redesign Office, to...lead the strategic planning effort. Ms. Bonessa built a strategic planning team primarily with strategic management expertise from outside of the office of

DOE Office of Scientific and Technical Information (OSTI.GOV)

Benioff, R.; Ness, E.; Hirst, J.

Under its Support for National Action Plans (SNAP) initiative, the U.S. Country Studies Program is providing financial and technical assistance to 18 countries for the development of climate change action plans. Although most of the countries have not yet completed their plans, the important lessons learned thus far are valuable and should be shared with other countries and international institutions that have an interest in the process of action plan development. This interim report describes the experience of 11 countries that are the furthest along in their planning activity and who have offered to share their results to date withmore » the larger community of interested nations. These action plans delineate specific mitigation and adaptation measures that the countries will implement and integrate into their ongoing development programs. This report focuses on the measures the countries have selected and the methods they used to prepare their action plans. This executive summary presents key lessons and common themes using a structure similar to that used in the individual country chapters.« less

Financial Literacy. Snapshots. Volume 6, Issue 6, Article 1

ERIC Educational Resources Information Center

Thomson, Sue

2015-01-01

Young people face financial issues at an earlier age than their parents. Decisions about higher education, the need to be able to manage online payment facilities or even mobile phone plans require a level of financial literacy. PISA 2012 offered an opportunity to collect information about the financial literacy of Australian 15-year-old students,…

Equivalence: A Crucial Financial Concept for Extension, Consumer, and Investor Education

ERIC Educational Resources Information Center

Straka, Thomas J.

2010-01-01

Equivalence is a fundamental concept that is the basis of personal financial planning. Any Extension consumer financial education program would need the concept to explain financial products that involve a series of payments over some length of time (pensions, fixed annuities, and mortgages). A table of annuity factors is presented that can be…

The Spanish General Radioactive Waste Management Plan

DOE Office of Scientific and Technical Information (OSTI.GOV)

Espejo, J.M.; Abreu, A.

This paper mainly describes the strategies, the necessary actions and the technical solutions to be developed by ENRESA in the short, medium and long term, aimed at ensuring the adequate management of radioactive waste, the dismantling and decommissioning of nuclear and radioactive facilities and other activities, including economic and financial measures required to carry them out. Starting with the Spanish administrative organization in this field, which identifies the different agents involved and their roles, and after referring to the waste generation, the activities to be performed in the areas of LILW, SF and HLW management, decommissioning of installations and othersmore » are summarized. Finally, the future management costs are estimated and the financing system currently in force is explained. The so-called Sixth General Radioactive Waste Plan (6. GRWP), approved by the Spanish Government, is the 'master document' of reference where all the above mentioned issues are contemplated. In summary: The 6. GRWP includes the strategies and actions to be performed by Enresa in the coming years. The document, revised by the Government and subject to a process of public information, underlines the fact that Spain possesses an excellent infrastructure for the safe and efficient management of radioactive waste, from the administrative, technical and economic-financial points of view. From the administrative point of view there is an organisation, supported by ample legislative developments, that contemplates and governs the main responsibilities of the parties involved in the process (Government, CSN, ENRESA and waste producers). As regards the technical aspect, the experience accumulated to date by Enresa is particularly significant, as are the technologies now available in the field of management and for dismantling processes. As regards the economic-financial basis, a system is in place that guarantees the financing of radioactive waste management costs. This system is based on the generation of funds up front, during the operating lifetime of the facilities, through the application of fees established by Statutory provisions. Finally, a mandatory mechanism of annual revision for both technical issues and economic and financial aspects, allows to have updated all the courses of action. (authors)« less

Physician trainees' decision making and information processing: choice size and Medicare Part D.

PubMed

Barnes, Andrew J; Hanoch, Yaniv; Martynenko, Melissa; Wood, Stacey; Rice, Thomas; Federman, Alex D

2013-01-01

Many patients expect their doctor to help them choose a Medicare prescription drug plan. Whether the size of the choice set affects clinicians' decision processes and strategy selection, and the quality of their choice, as it does their older patients, is an important question with serious financial consequences. Seventy medical students and internal medicine residents completed a within-subject design using Mouselab, a computer program that allows the information-acquisition process to be examined. We examined highly numerate physician trainees' decision processes, strategy, and their ability to pick the cheapest drug plan-as price was deemed the most important factor in Medicare beneficiaries' plan choice-from either 3 or 9 drug plans. Before adjustment, participants were significantly more likely to identify the lowest cost plan when facing three versus nine choices (67.3% vs. 32.8%, p<0.01) and paid significantly less in excess premiums ($60.00 vs. $128.51, p<0.01). Compared to the three-plan condition, in the nine-plan condition participants spent significantly less time acquiring information on each attribute (p<0.05) and were more likely to employ decision strategies focusing on comparing alternate plans across a single attribute (search pattern, p<0.05). After adjusting for decision process and strategy, numeracy, and amount of medical training, the odds were 10.75 times higher that trainees would choose the lowest cost Medicare Part D drug plan when facing 3 versus 9 drug plans (p<0.05). Although employing more efficient search strategies in the complex choice environment, physician trainees experienced similar difficulty in choosing the lowest cost prescription drug plans as older patients do. Our results add further evidence that simplifications to the Medicare Part D decision environment are needed and suggest physicians' role in their patients' Part D choices may be most productive when assisting seniors with forecasting their expected medication needs and then referring them to the Medicare website or helpline.

Financial Reporting: Framework for Analyzing Federal Agency Financial Statements

DTIC Science & Technology

1991-03-01

the only source that would be used to pay current liabilities. 6;Loyd C. Heath, Financial Reporting and the Evaluation of Solvency (New York: AICPA...when assessing department programs and deter- mining public policy. With improved financial reporting as an objective, we plan to continue working...Golembiewski, Robert T. and Jack Rabin, ed. Public Budgeting and Finance. New York- Marcel Dekker, Inc., 1983. Heath, Loyd C., Financial Reporting and the

Using Ratio Analysis to Evaluate Financial Performance.

ERIC Educational Resources Information Center

Minter, John; And Others

1982-01-01

The ways in which ratio analysis can help in long-range planning, budgeting, and asset management to strengthen financial performance and help avoid financial difficulties are explained. Types of ratios considered include balance sheet ratios, net operating ratios, and contribution and demand ratios. (MSE)

Financial Management during Crisis (For Parents)

MedlinePlus

... can find themselves on the brink of financial free-fall when medical expenses pile up. Even so, maintaining your family's financial health is not impossible. With organization and careful planning, you can learn to manage your money during a medical crisis. Costs of Health Care ...

Health plan approach to operationalizing a specialty drug management program.

PubMed

Tegenu, Mesfin

2008-05-01

Expenditures related to specialty drugs consume a significant percentage of available health care resources. Explain the process of transitioning the management of specialty drugs from medical services to pharmacy services in 2 managed care plans and provide insight into the issues encountered and solutions implemented based on 6 years of experience using traditional and innovative pharmacy utilization management tools to insure appropriate specialty drug use and reimbursement. The level of involvement in a specialty management program varies from managing only products dispensed by the retail, mail, and specialty pharmacy vendor to encompassing a broad list of specialty drugs distributed through a variety of channels. Efficient administrative, operational, and clinical processes are critical to the success of the program. Additionally, an accurate and timely claims processing procedure is also essential for success as is the ability to mine data and effectively report on the use of specialty products. A clinically sound, cost-effective, and patient-friendly program requires input from health plan members, pharmacy service leaders, and physician providers, and must overcome challenges associated with disrupting current relationships and removing competing incentives. A well-constructed and properly funded specialty drug management program results in clinical and financial benefits for the plan.

Systemwide board assessment.

PubMed

Hafertepe, E C

1987-01-01

The Sisters of Charity Health Care System (SCHCS), Inc., Cincinnati, undertook a systemwide board evaluation project to support and enhance effective aspects of governance and to deal with obstacles that often arise due to differing beliefs and role confusion. A task force of chief executive officers developed the questionnaire, which was then administered to members of individual facilities' boards and the system's board. The documented highlighted value issues important to SCHCS's ministry and business activities: overall board responsibilities, financial responsibilities, strategic planning, the board's role, committee structures, the board's operating process, board education, and overall board effectiveness. The responses from each member were returned to the local boards, who analyzed them and developed an action plan. A summary of each facility's responses and action plans were forwarded to the system's corporate office. The CEO committee critiqued the process and reported on significant issues and action plans. In general, survey results revealed a strong influence of mission and philosophy in decision making, support for current processes, and effective interaction among board members. The system's corporate office will use the responses to respond to a dynamic environment and strengthen their role in the delivery of Catholic health care services.

'She's usually quicker than the calculator': financial management and decision-making in couples living with dementia.

PubMed

Boyle, Geraldine

2013-09-01

This article explores how married couples managed their finances and made financial decisions when one spouse had dementia, drawing comparisons with the approaches used prior to the illness. More specifically, the article examines the role of social factors in influencing the involvement of people with dementia in financial management and decision-making, particularly whether a gender dynamic adopted earlier in a marriage similarly influenced a gendered approach following dementia. The research formed part of a larger study of everyday decision-making by couples living with dementia which explored the role of non-cognitive factors in influencing whether people with dementia were involved in decision-making processes. Twenty-one married couples living at home took part; the recently-diagnosed were excluded. Qualitative methods -including participant observation and interviews - were used to examine the couples' fiscal management and decision-making-processes, the perceptions of people with dementia and their spouses about their current financial abilities and whether any support provided by spouse-carers influenced their partners' financial capacity. The fieldwork was undertaken in the North of England between June 2010 and May 2011. Thematic analysis of the data showed that social factors influenced the perceived capacity of people with dementia and the financial practices adopted by the couples. In particular, gender influenced whether people with dementia were involved in financial decisions. The research demonstrated that non-cognitive factors need to be taken into account when assessing and facilitating the capacity of people with dementia. In addition, as people with dementia were somewhat marginalised in decisions about designating financial authority (Lasting Power of Attorney), spouse-carers may need guidance on how to undertake advance care planning and how to support their relatives with dementia in major decision-making, particularly when there are communication difficulties. © 2013 John Wiley & Sons Ltd.

No food for thought: moderating effects of delay discounting and future time perspective on the relation between income and food insecurity.

PubMed

Epstein, Leonard H; Jankowiak, Noelle; Lin, Henry; Paluch, Rocco; Koffarnus, Mikhail N; Bickel, Warren K

2014-09-01

Low income is related to food insecurity, and research has suggested that a scarcity of resources associated with low income can shift attention to the present, thereby discounting the future. We tested whether attending to the present and discounting the future may moderate the influence of income on food insecurity. Delay discounting and measures of future time perspective (Zimbardo Time Perspective Inventory, Consideration of Future Consequences Scale, time period of financial planning, and subjective probability of living to age 75 y) were studied as moderators of the relation between income and food insecurity in a diverse sample of 975 adults, 31.8% of whom experienced some degree of food insecurity. Income, financial planning, subjective probability of living to age 75 y, and delay discounting predicted food insecurity as well as individuals who were high in food insecurity. Three-way interactions showed that delay discounting interacted with financial planning and income to predict food insecurity (P = 0.003). At lower levels of income, food insecurity was lowest for subjects who had good financial planning skills and did not discount the future, whereas having good financial skills and discounting the future had minimal influence on food insecurity. The same 3-way interaction was observed when high food insecurity was predicted (P = 0.008). Because of the role of scarce resources on narrowing attention and reducing prospective thinking, research should address whether modifying future orientation may reduce food insecurity even in the face of diminishing financial resources. © 2014 American Society for Nutrition.

Recommended Financial Plan for the Construction of a Permanent Campus for San Joaquin Delta College.

ERIC Educational Resources Information Center

Bortolazzo, Julio L.

The financial plan for the San Joaquin Delta College (California) permanent campus is presented in a table showing the gross square footage, the unit cost (including such fixed equipment as workbenches, laboratory tables, etc.), and the estimated total cost for each department. The unit costs per square foot vary from $18.00 for warehousing to…

The Switch to Private Pension Plans for Teachers, 1982-2002: A Case of Freedom of Choice or Financial Scandal?

ERIC Educational Resources Information Center

Griggs, Clive

2009-01-01

In the early 1980s the Conservative Administration introduced legislation to promote private personal pension plans for public sector workers. An army of commission-driven sales staff from the financial services industry sought to persuade teachers and others to abandon their inflation-proof pension schemes for those offered by private companies.…

The Mark of a Leader: Longevity, Strategic Planning and Vision Bring Academic and Financial Success to Xavier

ERIC Educational Resources Information Center

Cooper, Kenneth J.

2011-01-01

This article profiles Dr. Norman Francis and describes how his longevity, strategic planning and vision as president of Xavier University bring academic and financial success. Higher education leaders say his 43 years at the Catholic HBCU in New Orleans is an increasingly rare example of the benefits possible from a lengthy presidency. It takes…

Developing a planning model to estimate future cash flows.

PubMed

Barenbaum, L; Monahan, T F

1988-03-01

Financial managers are discovering that net income and other traditional measures of cash flow may not provide them with the flexibility needed for comprehensive internal planning and control. By using a discretionary cash flow model, financial managers have a forecasting tool that can help them measure anticipated cash flows, and make better decisions concerning financing alternatives, capital expansion, and performance appraisal.

A Study of Interest and Perception of the Financial Planning Profession Among Finance Undergraduate Students

ERIC Educational Resources Information Center

Chen, Leon; Severns, Roger

2016-01-01

We conducted an annual survey of undergraduate students taking finance courses over the past 5 years (2009-2014). Our results showed that although more than 70% of students considered the financial planning profession to some extent, the percentage of students who had seriously considered it declined over time, despite the increasing number of new…

A Community College Responds to a State Budget Crisis: An Evaluation of the Financial Plan of Prince George's Community College.

ERIC Educational Resources Information Center

Clagett, Craig A.

In 1992, in response to legislative mandate, Prince George's Community College (PGCC) (Maryland) conducted an evaluation of the effectiveness of the its financial plan. Specifically, the evaluation focused on cost containment measures used to maintain low tuition and moderate future increases in student charges; cost per student of each academic…

Assessing the Financial Condition of Provider-Sponsored Health Plans.

PubMed

McCue, Michael J

2015-06-01

The aim of this study was to assess the performance of health plans sponsored by provider organizations, with respect to plans generating strong positive cash flow relative to plans generating weaker cash flow. A secondary aim was to assess their capital adequacy. The study identified 24 provider-sponsored health plans (PSHPs) with an average positive cash flow margin from 2011 through 2013 at or above the top 75th percentile, defined as "strong cash flow PSHPs:" This group was compared with 72 PSHPs below the 75th percentile, defined as "weak cash flow PSHPs:" Atlantic Information Services Directory of Health Plans was used to identify the PSHPs. Financial ratios were computed from 2013 National Association of Insurance Commissioners Financial Filings. The study conducted a t test mean comparison between strong and weak cash flow PSHPs across an array of financial performance and capital adequacy measures. In 2013, the strong cash flow PSHPs averaged a cash-flow margin ratio of 6.6%. Weak cash flow PSHPs averaged a cash-flow margin of -0.4%. The net worth capital position of both groups was more than 4.5 times authorized capital. The operational analysis shows that strong cash-flow margin PSHPs are managing their medical costs to achieve this position. Although their medical loss ratio increased by almost 300 basis points from 2011 to 2013, it was still statistically significantly lower than the weaker cash flow PSHP group (P<.001). In terms of capital adequacy, both strong and weak cash-flow margin PSHP groups possessed sufficient capital to ensure the viability of these plans.

Yavapai College Integrated Master Plan.

ERIC Educational Resources Information Center

Yavapai Coll., Prescott, AZ.

This integrated master plan for Yavapai College (Arizona) includes the following six key components: (1) district services overview; (2) educational services plan; (3) human resources plan; (4) information technology services; (5) facilities plan; and (6) financial plan. The master plan was developed as a result of discussions and meetings with…

Measuring financial performance: an overview of financial statements.

PubMed

Dalsted, N L

1995-07-01

Financial management has emerged as a critical component in the long-term viability of today's ranches and farms. Proper and timely financial reporting and analysis of financial statements are valuable tools that agricultural producers can use to monitor, coordinate, and plan their operational production and marketing schemes and strategies. A side note to preparation of financial statements. With the concerns over lender liability issues associated with statements either assisted with or prepared by a lending officer, agricultural producers will be responsible for preparing their own statements. The lending institutions may prepare their own statements in their assessment of the financial condition of a business and or individual, but, ultimately, the responsibility of financial statements is the borrower's. Some of the material presented in this article provides important input for use in such analytical programs as the National Cattlemen's Association, Integrated Resource Committees, and Standard Performance Analysis (SPA). SPA techniques and associated software have been or currently are under development for cow-calf, stocker, seedstock, and sheep enterprises. Critical to the analysis is having complete and correct financial statements. These analytical programs build on the financial statements. These analytical programs build on the financial statements as recommended by the FFSTF. Proper financial reporting is critical not only to a SPA assessment but also to the overall financial management of today's farms and ranches. Recognizing the importance of financial management in production agriculture is not enough, taking a proactive stance in one's financial plan is paramount to success. Failure to do so will only enhance the exit rates of producers from production agriculture.

78 FR 71704 - Request for Comments on Draft SBA Strategic Plan for FY 2014-2018

Federal Register 2010, 2011, 2012, 2013, 2014

2013-11-29

... AGENCY: Office of Associate Administrator for Performance Management & Chief Financial Officer, Small.... Carver, Associate Administrator for Performance Management & Chief Financial Officer. [FR Doc. 2013-28623...-7274. Mail: U.S. Small Business Administration, Office of Performance Management & Chief Financial...

28 CFR 58.12 - Definitions.

Code of Federal Regulations, 2014 CFR

2014-07-01

... “audited financial statements” means financial reports audited by independent certified public accountants... Certified Public Accountants; (10) The term “certificate” means the certificate identified in 11 U.S.C. 521... all methods by which the client can develop a plan to respond to the financial problems without...

28 CFR 58.12 - Definitions.

Code of Federal Regulations, 2013 CFR

2013-07-01

... “audited financial statements” means financial reports audited by independent certified public accountants... Certified Public Accountants; (10) The term “certificate” means the certificate identified in 11 U.S.C. 521... all methods by which the client can develop a plan to respond to the financial problems without...

34 CFR 646.4 - What activities and services does a project provide?

Code of Federal Regulations, 2013 CFR

2013-07-01

... postsecondary course selection. (3)(i) Information on both the full range of Federal student financial aid... the financial and economic literacy of students, including financial planning for postsecondary... counselors. (2) Information, activities, and instruction designed to acquaint students participating in the...

34 CFR 646.4 - What activities and services does a project provide?

Code of Federal Regulations, 2014 CFR

2014-07-01

... postsecondary course selection. (3)(i) Information on both the full range of Federal student financial aid... the financial and economic literacy of students, including financial planning for postsecondary... counselors. (2) Information, activities, and instruction designed to acquaint students participating in the...

34 CFR 646.4 - What activities and services does a project provide?

Code of Federal Regulations, 2012 CFR

2012-07-01

... postsecondary course selection. (3)(i) Information on both the full range of Federal student financial aid... the financial and economic literacy of students, including financial planning for postsecondary... counselors. (2) Information, activities, and instruction designed to acquaint students participating in the...

75 FR 66717 - Submission for OMB Review; Comment Request

Federal Register 2010, 2011, 2012, 2013, 2014

2010-10-29

... respondents will describe the type of project, project scope, financial plan and other factors. Without this... Financial Assistance Instruments. OMB Control Number: 0596-0217. Summary of Collection: In order to carry... issues Federal Financial Assistance awards, (i.e., grants and cooperative agreements). Agency specific...

The managed care contract: the blueprint for monitoring agreements.

PubMed

Hummel, J R; Cooper, S J

2001-06-01

Healthcare providers generally undertake monitoring programs of managed care arrangements as a way of analyzing financial performance, uncovering lapses in contractually mandated performance that might expose the organization to financial loss, and gathering information that can be helpful in renegotiating the contract or negotiating new arrangements. To secure access to the information needed to achieve these goals, the provider should ensure that the contract spells out the information required, the health plan's obligations to supply this information, and the consequences of the plan's failure to meet those obligations. Such consequences may include financial penalties for the plan and special termination rights for the provider. Without a contractually explicit assurance that the needed information will be available, a provider may find itself with no way to achieve its contract-monitoring goals.

A Model for a Level II Emergency Room

DTIC Science & Technology

1989-05-02

the financial resources which will be consumed, and the Z inm chanQes in the way work will be accomplished. Health care facilities, in general...pursued with the anticipation of action results rather than an academic exercise. The planning process in a health care facility must work within the...Malcolm Grow USAF Medical Center of sufficient size and efficient functional configuration to provide a comprehensive and cost effective range health

Demystifying patient price estimates. The advantages of transparency.

PubMed

Kane, Cheri S; Harvey, Gayla

2015-05-01

With the increase of high-deductible health plans, more consumers want to know the cost of their health care before they purchase services. A healthcare organization should formulate transparent price policies that: Fit with its intentions, processes, and goals. Ensure consumers are thoroughly educated about their financial responsibilities. Include the use of consumer pricing tools that help patients feel like empowered consumers. Reflect an enterprisewide culture of transparency.

Enhancing Preparedness Adoption and Compliance in the Federal Law Enforcement Community Through Financial Incentives

DTIC Science & Technology

2010-12-01

Compliance Assistance Support Tool NRP National Response Plan NRF National Response Framework OHS Office of Homeland Security SAA State...documents begin the process of addressing state, territorial, tribal, and local NIMS implementation. All HSGP award recipients and their SAAs (State...preparedness requirements and recommendations. According to David L. Weimer and Adian R. Vining (1999, p. 341), the valuation of policy outcomes is

Army Financial Improvement Plans Generally Managed Effectively, but Better Contract Management Needed

DTIC Science & Technology

2014-04-08

assertions are free of material misstatement . There are two types of substantive testing: substantive analytical procedures and tests of details...identified internal control weaknesses continue to exist and are significant enough to result in material misstatements or a conclusion that account...records properly. As a result, CEHNC personnel processed $21.5 million in contractor payments, citing an incorrect obligation, and was at increased risk

Financial modeling/case-mix analysis.

PubMed

Heck, S; Esmond, T

1983-06-01

The authors describe a case mix system developed by users which goes beyond DRG requirements to respond to management's clinical/financial data needs for marketing, planning, budgeting and financial analysis as well as reimbursement. Lessons learned in development of the system and the clinical/financial base will be helpful to those currently contemplating the implementation of such a system or evaluating available software.

The Role of the Business Officer.

ERIC Educational Resources Information Center

Weitman, Brenda C.

The primary responsibilities of chief financial or business officers at community colleges include attending to business and financial affairs, dealing with the physical plan and real estate, handling legal affairs and auxiliary enterprises, providing leadership for policy matters, and acting as a financial advisor. Due to the significant…

Teaching Financial Literacy across the Generations

ERIC Educational Resources Information Center

Jokela, Becky Hagen; Hendrickson, Lori; Haynes, Barbara

2013-01-01

This article describes a tool developed by educators of the University of Minnesota Extension and University of Wisconsin Cooperative Extension to assist professionals as they plan financial education for participants. In today's changing economy, financial education is essential throughout one's life cycle. By understanding learner…

24 CFR 574.450 - Financial records.

Code of Federal Regulations, 2010 CFR

2010-04-01

... 24 Housing and Urban Development 3 2010-04-01 2010-04-01 false Financial records. 574.450 Section...) OFFICE OF ASSISTANT SECRETARY FOR COMMUNITY PLANNING AND DEVELOPMENT, DEPARTMENT OF HOUSING AND URBAN... Grantees and Project Sponsors § 574.450 Financial records. The grantee shall agree, and shall ensure that...

78 FR 12372 - UBS AG, et al.; Notice of Application and Temporary Order

Federal Register 2010, 2011, 2012, 2013, 2014

2013-02-22

... financial planning and wealth management consulting, asset-based and advisory services and transaction-based... Limited (``ESC GP''); UBS Financial Services Inc. (``UBSFS''); UBS Alternative and Quantitative... Switzerland, is a Swiss-based global financial services firm. UBS AG and its subsidiaries provide global...

75 FR 79837 - Semiannual Agenda and Fiscal Year 2011 Regulatory Plan

Federal Register 2010, 2011, 2012, 2013, 2014

2010-12-20

.... financial system from the abuses of terrorist financing, money laundering, and other financial crime. The... furthering money laundering, terrorist financing, and other illicit transactions through the financial system... services posing lower risks of money laundering and terrorist financing from certain requirements. FinCEN...

How can the rehabilitation planning process at the workplace be improved? A qualitative study from employers' perspective.

PubMed

Larsson, Agneta; Gard, Gunvor

2003-09-01

Employers in Sweden are by law responsible for planning and controlling the working environment situation in their companies and for ensuring that any need for rehabilitation is noted as soon as possible and that action is taken. This includes developing a plan for rehabilitation. The aim of this study is to describe employers' experiences of the work rehabilitation planning process at the workplace, and how it can be improved with a focus on quality and cost-effectiveness. Qualitative interviews were performed with 10 employers of employee/s that had participated in vocational rehabilitation at a rehabilitation center in the North of Sweden. The results showed that employers were interested in detecting work rehabilitation needs and in taking action early. Rehabilitation at the workplace could be improved by development of routines, improved work relations and work technique, and environment in-service training at the workplace. Prevention was perceived as a prerequisite for a good result of rehabilitation. Attention to social and geographic conditions is needed. Organizational and financial limitations exist.

The Technical Work Plan Tracking Tool

NASA Technical Reports Server (NTRS)

Chullen, Cinda; Leighton, Adele; Weller, Richard A.; Woodfill, Jared; Parkman, William E.; Ellis, Glenn L.; Wilson, Marilyn M.

2003-01-01

The Technical Work Plan Tracking Tool is a web-based application that enables interactive communication and approval of contract requirements that pertain to the administration of the Science, Engineering, Analysis, and Test (SEAT) contract at Johnson Space Center. The implementation of the application has (1) shortened the Technical Work Plan approval process, (2) facilitated writing and documenting requirements in a performance-based environment with associated surveillance plans, (3) simplified the contractor s estimate of the cost for the required work, and (4) allowed for the contractor to document how they plan to accomplish the work. The application is accessible to over 300 designated NASA and contractor employees via two Web sites. For each employee, the application regulates access according to the employee s authority to enter, view, and/or print out diverse information, including reports, work plans, purchase orders, and financial data. Advanced features of this application include on-line approval capability, automatic e-mail notifications requesting review by subsequent approvers, and security inside and outside the firewall.

The crucial role of the private sector.

PubMed

Barberis, M; Paxman, J M

1986-12-01

Private support for the development of family planning programs continues to grow and now includes industries that provide family planning services, commercial outlets that distribute contraceptives, community groups that help to build demand, private medical practitioners who include contraception as a part of health care, organizations that provide technical and financial assistance to developing country programs, pharmaceutical firms, and foundations that underwrite contraceptive research. Although the mix of private and public programs differs from country to country, these 2 family planning programs complement each other and often work in close partnership. The private sector has the advantages of being able to pioneer innovative programs the public sector is unwilling or unable to pursue, to bring foreign financial and technical assistance to developing countries without political implications, and to achieve financially self-sustaining family planning efforts that are linked to other development efforts. In many countries, the private sector has been instrumental in developing a national family planning program and in eliminating barriers to family planning in countries with restrictive laws and policies. The private sector has been especially important in pioneering grassroots programs that improve the status of women through education, health care, training, and economic opportunity.

The North Carolina State Health Plan for Teachers and State Employees: Strategies in Creating Financial Stability While Improving Member Health.

PubMed

Jones, Dee; Horner, Beth

2018-01-01

The North Carolina State Health Plan provides health care coverage to more than 700,000 members, including teachers, state employees, retirees, current and former lawmakers, state university and community college personnel, and their dependents. The State Health Plan is a division of the North Carolina Department of State Treasurer, self-insured, and exempt from the Employee Retirement Income Security Act as a government-sponsored plan. With health care costs rising at rates greater than funding, the Plan must take measures to stem cost growth while ensuring access to quality health care. The Plan anticipates focusing on strategic initiatives that drive results and cost savings while improving member health to protect the Plan's financial future. ©2018 by the North Carolina Institute of Medicine and The Duke Endowment. All rights reserved.

JPRS Report, East Europe.

DTIC Science & Technology

1987-12-18

and the specialized institutions would make the contra-plans. Thus, the Ministry of Finance would work out the financial contra-plan, the Ministry...The financial system then is in bad condition, and the institutional incompetence additionally complicates the electronics enterprises’ situation...life. He has in him something of Prince Mishkin and he seems to follow in the footsteps of Alyosha Karamazov. Terrified by the scourge of drugs, he

The Interplay between Women's Life Course Work Patterns and Financial Planning for Later Life

ERIC Educational Resources Information Center

Berger, Ellie D.; Denton, Margaret A.

2004-01-01

In order to gain a comprehensive understanding of the interplay between women's life course work patterns and their financial planning for later life, we examined data from semi-structured interviews with retired women (n = 28) aged 59 to 92. The majority of women disrupted their careers at some point in time, for an average of 14 years, primarily…

Financial Analysis. Unit 18. Level 2. Instructor Guide. PACE: Program for Acquiring Competence in Entrepreneurship. Third Edition. Research & Development Series No. 302-18.

ERIC Educational Resources Information Center

Ohio State Univ., Columbus. Center on Education and Training for Employment.

This instructor guide for a unit on financial analysis in the PACE (Program for Acquiring Competence in Entrepreneurship) curriculum includes the full text of the student module and lesson plans, instructional suggestions, and other teacher resources. The competencies that are incorporated into this module are at Level 2 of learning--planning for…

SCOS 2: ESA's new generation of mission control system

NASA Technical Reports Server (NTRS)

Jones, M.; Head, N. C.; Keyte, K.; Howard, P.; Lynenskjold, S.

1994-01-01

New mission-control infrastructure is currently being developed by ESOC, which will constitute the second generation of the Spacecraft Control Operations system (SCOS 2). The financial, functional and strategic requirements lying behind the new development are explained. The SCOS 2 approach is described. The technological implications of these approaches is described: in particular it is explained how this leads to the use of object oriented techniques to provide the required 'building block' approach. The paper summarizes the way in which the financial, functional and strategic requirements have been met through this combination of solutions. Finally, the paper outlines the development process to date, noting how risk reduction was achieved in the approach to new technologies and summarizes the current status future plans.

23 CFR 710.303 - Planning.

Code of Federal Regulations, 2010 CFR

2010-04-01

... 23 Highways 1 2010-04-01 2010-04-01 false Planning. 710.303 Section 710.303 Highways FEDERAL... ESTATE Project Development § 710.303 Planning. State and local governments conduct metropolitan and statewide planning to develop coordinated, financially constrained system plans to meet transportation needs...

Development of a nurse case management service: a proposed business plan for rural hospitals.

PubMed

Adams, Marsha Howell; Crow, Carolyn S

2005-01-01

The nurse case management service (NCMS) for rural hospitals is an entrepreneurial endeavor designed to provide rural patients with quality, cost-effective healthcare. This article describes the development of an NCMS. A detailed marketing and financial plan, a review of industry trends, and the legal structure and risks associated with the development of the venture are presented. The financial plan projects a minimum savings of 223,200 dollars for rural institutions annually. To improve quality and reduce cost for rural hospitals, the authors recommend implementation of an NCMS.

Multigeneration data migration from legacy systems

NASA Astrophysics Data System (ADS)

Ratib, Osman M.; Liu, Brent J.; Kho, Hwa T.; Tao, Wenchao; Wang, Cun; McCoy, J. Michael

2003-05-01

The migration of image data from different generations of legacy archive systems represents a technical challenge and in incremental cost in transitions to newer generations of PACS. UCLA medical center has elected to completely replace the existing PACS infrastructure encompassing several generations of legacy systems by a new commercial system providing enterprise-wide image management and communication. One of the most challenging parts of the project was the migration of large volumes of legacy images into the new system. Planning of the migration required the development of specialized software and hardware, and included different phases of data mediation from existing databases to the new PACS database prior to the migration of the image data. The project plan included a detailed analysis of resources and cost of data migration to optimize the process and minimize the delay of a hybrid operation where the legacy systems need to remain operational. Our analysis and project planning showed that the data migration represents the most critical path in the process of PACS renewal. Careful planning and optimization of the project timeline and resources allocated is critical to minimize the financial impact and the time delays that such migrations can impose on the implementation plan.

Business Services and Technology. Advanced Finance Instructional Guide.

ERIC Educational Resources Information Center

Eastern Michigan Univ., Ypsilanti.

This guide contains 15 lesson plans on financial topics for high school students. The lessons cover the following: (1) securities in the U.S. economy; (2) careers in finance; (3) commercial banking interest rates; (4) understanding financial statements; (5) newspaper stock tables; (6) financial institution operations; (7) foundation…

Using Financial Information in Continuing Education. Accepted Methods and New Approaches.

ERIC Educational Resources Information Center

Matkin, Gary W.

This book, which is intended as a resource/reference guide for experienced financial managers and course planners, examines accepted methods and new approaches for using financial information in continuing education. The introduction reviews theory and practice, traditional and new methods, planning and organizational management, and technology.…

DOD Financial Management: Significant Efforts Still Needed for Remediating Audit Readiness Deficiencies

DTIC Science & Technology

2017-02-01

19As defined in generally accepted government auditing standards, information technology controls...Financial Improvement and Audit Readiness (FIAR) Plan Status Report, while DOD continues to make progress in addressing information technology ...DOD FINANCIAL MANAGEMENT Significant Efforts Still Needed for Remediating Audit Readiness Deficiencies Report to

Teen Financial Knowledge, Self-Efficacy, and Behavior: A Gendered View

ERIC Educational Resources Information Center

Danes, Sharon M.; Haberman, Heather R.

2007-01-01

A social constructionist perspective was taken in the current investigation of 5,329 male and female high school students. Gender differences were investigated in financial knowledge, self-efficacy, and behavior after studying a financial planning curriculum. Females gained more knowledge on credit, auto insurance, and investments, although males…

18 CFR 740.7 - Administration of financial assistance.

Code of Federal Regulations, 2012 CFR

2012-04-01

... 18 Conservation of Power and Water Resources 2 2012-04-01 2012-04-01 false Administration of financial assistance. 740.7 Section 740.7 Conservation of Power and Water Resources WATER RESOURCES COUNCIL STATE WATER MANAGEMENT PLANNING PROGRAM § 740.7 Administration of financial assistance. (a) Grants under...

18 CFR 740.7 - Administration of financial assistance.

Code of Federal Regulations, 2013 CFR

2013-04-01

... 18 Conservation of Power and Water Resources 2 2013-04-01 2012-04-01 true Administration of financial assistance. 740.7 Section 740.7 Conservation of Power and Water Resources WATER RESOURCES COUNCIL STATE WATER MANAGEMENT PLANNING PROGRAM § 740.7 Administration of financial assistance. (a) Grants under...

18 CFR 740.7 - Administration of financial assistance.

Code of Federal Regulations, 2014 CFR

2014-04-01

... 18 Conservation of Power and Water Resources 2 2014-04-01 2014-04-01 false Administration of financial assistance. 740.7 Section 740.7 Conservation of Power and Water Resources WATER RESOURCES COUNCIL STATE WATER MANAGEMENT PLANNING PROGRAM § 740.7 Administration of financial assistance. (a) Grants under...

18 CFR 740.7 - Administration of financial assistance.

Code of Federal Regulations, 2010 CFR

2010-04-01

... 18 Conservation of Power and Water Resources 2 2010-04-01 2010-04-01 false Administration of financial assistance. 740.7 Section 740.7 Conservation of Power and Water Resources WATER RESOURCES COUNCIL STATE WATER MANAGEMENT PLANNING PROGRAM § 740.7 Administration of financial assistance. (a) Grants under...

18 CFR 740.7 - Administration of financial assistance.

Code of Federal Regulations, 2011 CFR

2011-04-01

... 18 Conservation of Power and Water Resources 2 2011-04-01 2011-04-01 false Administration of financial assistance. 740.7 Section 740.7 Conservation of Power and Water Resources WATER RESOURCES COUNCIL STATE WATER MANAGEMENT PLANNING PROGRAM § 740.7 Administration of financial assistance. (a) Grants under...

49 CFR 110.70 - Financial administration.

Code of Federal Regulations, 2010 CFR

2010-10-01

... 49 Transportation 2 2010-10-01 2010-10-01 false Financial administration. 110.70 Section 110.70... PUBLIC SECTOR TRAINING AND PLANNING GRANTS § 110.70 Financial administration. (a) A State must expend and account for grant funds in accordance with State laws and procedures for expending and accounting for its...

Launching a medicare advantage plan: smart planning saves headaches.

PubMed

Abrams, Robert J; Mullaney, Teri L

2007-11-01

If you're considering setting up a Medicare Advantage plan, the following are important considerations: Financial analysis. Payment rates. Medical costs. Marketing and operational costs. Technology infrastructure. Staffing.

No food for thought: moderating effects of delay discounting and future time perspective on the relation between income and food insecurity1234

PubMed Central

Epstein, Leonard H; Jankowiak, Noelle; Lin, Henry; Paluch, Rocco; Koffarnus, Mikhail N; Bickel, Warren K

2014-01-01

Background: Low income is related to food insecurity, and research has suggested that a scarcity of resources associated with low income can shift attention to the present, thereby discounting the future. Objective: We tested whether attending to the present and discounting the future may moderate the influence of income on food insecurity. Design: Delay discounting and measures of future time perspective (Zimbardo Time Perspective Inventory, Consideration of Future Consequences Scale, time period of financial planning, and subjective probability of living to age 75 y) were studied as moderators of the relation between income and food insecurity in a diverse sample of 975 adults, 31.8% of whom experienced some degree of food insecurity. Results: Income, financial planning, subjective probability of living to age 75 y, and delay discounting predicted food insecurity as well as individuals who were high in food insecurity. Three-way interactions showed that delay discounting interacted with financial planning and income to predict food insecurity (P = 0.003). At lower levels of income, food insecurity was lowest for subjects who had good financial planning skills and did not discount the future, whereas having good financial skills and discounting the future had minimal influence on food insecurity. The same 3-way interaction was observed when high food insecurity was predicted (P = 0.008). Conclusion: Because of the role of scarce resources on narrowing attention and reducing prospective thinking, research should address whether modifying future orientation may reduce food insecurity even in the face of diminishing financial resources. This trial was registered at clinicaltrials.gov as NCT02099812. PMID:25008855

10 CFR 5.230 - Transition plans.

Code of Federal Regulations, 2014 CFR

2014-01-01

... 10 Energy 1 2014-01-01 2014-01-01 false Transition plans. 5.230 Section 5.230 Energy NUCLEAR... FEDERAL FINANCIAL ASSISTANCE Coverage § 5.230 Transition plans. (a) Submission of plans. An institution to... either a single transition plan applicable to all such units, or a separate transition plan applicable to...

10 CFR 5.230 - Transition plans.

Code of Federal Regulations, 2012 CFR

2012-01-01

... 10 Energy 1 2012-01-01 2012-01-01 false Transition plans. 5.230 Section 5.230 Energy NUCLEAR... FEDERAL FINANCIAL ASSISTANCE Coverage § 5.230 Transition plans. (a) Submission of plans. An institution to... either a single transition plan applicable to all such units, or a separate transition plan applicable to...

10 CFR 5.230 - Transition plans.

Code of Federal Regulations, 2011 CFR

2011-01-01

... 10 Energy 1 2011-01-01 2011-01-01 false Transition plans. 5.230 Section 5.230 Energy NUCLEAR... FEDERAL FINANCIAL ASSISTANCE Coverage § 5.230 Transition plans. (a) Submission of plans. An institution to... either a single transition plan applicable to all such units, or a separate transition plan applicable to...

10 CFR 5.230 - Transition plans.

Code of Federal Regulations, 2013 CFR

2013-01-01

... 10 Energy 1 2013-01-01 2013-01-01 false Transition plans. 5.230 Section 5.230 Energy NUCLEAR... FEDERAL FINANCIAL ASSISTANCE Coverage § 5.230 Transition plans. (a) Submission of plans. An institution to... either a single transition plan applicable to all such units, or a separate transition plan applicable to...

29 CFR 36.230 - Transition plans.

Code of Federal Regulations, 2010 CFR

2010-07-01

... 29 Labor 1 2010-07-01 2010-07-01 true Transition plans. 36.230 Section 36.230 Labor Office of the... FEDERAL FINANCIAL ASSISTANCE Coverage § 36.230 Transition plans. (a) Submission of plans. An institution... submit either a single transition plan applicable to all such units, or a separate transition plan...

10 CFR 5.230 - Transition plans.

Code of Federal Regulations, 2010 CFR

2010-01-01

... 10 Energy 1 2010-01-01 2010-01-01 false Transition plans. 5.230 Section 5.230 Energy NUCLEAR... FEDERAL FINANCIAL ASSISTANCE Coverage § 5.230 Transition plans. (a) Submission of plans. An institution to... either a single transition plan applicable to all such units, or a separate transition plan applicable to...

45 CFR 1386.31 - State Plan submittal and approval.

Code of Federal Regulations, 2010 CFR

2010-10-01

... State Plan to significant comments and suggestions. A summary of the Council's response to State Plan.... (c) Failure to submit an approvable State plan or amendment prior to the Federal fiscal years for... eligible for Federal financial participation. (d) The Commissioner must approve any State plan or plan...

45 CFR 1386.31 - State Plan submittal and approval.

Code of Federal Regulations, 2013 CFR

2013-10-01

... State Plan to significant comments and suggestions. A summary of the Council's response to State Plan.... (c) Failure to submit an approvable State plan or amendment prior to the Federal fiscal years for... eligible for Federal financial participation. (d) The Commissioner must approve any State plan or plan...

45 CFR 1386.31 - State Plan submittal and approval.

Code of Federal Regulations, 2014 CFR

2014-10-01

... State Plan to significant comments and suggestions. A summary of the Council's response to State Plan.... (c) Failure to submit an approvable State plan or amendment prior to the Federal fiscal years for... eligible for Federal financial participation. (d) The Commissioner must approve any State plan or plan...

45 CFR 1386.31 - State Plan submittal and approval.

Code of Federal Regulations, 2011 CFR

2011-10-01

... State Plan to significant comments and suggestions. A summary of the Council's response to State Plan.... (c) Failure to submit an approvable State plan or amendment prior to the Federal fiscal years for... eligible for Federal financial participation. (d) The Commissioner must approve any State plan or plan...

45 CFR 1386.31 - State Plan submittal and approval.

Code of Federal Regulations, 2012 CFR

2012-10-01

... State Plan to significant comments and suggestions. A summary of the Council's response to State Plan.... (c) Failure to submit an approvable State plan or amendment prior to the Federal fiscal years for... eligible for Federal financial participation. (d) The Commissioner must approve any State plan or plan...

Market-based demand forecasting promotes informed strategic financial planning.

PubMed

Beech, A J

2001-11-01

Market-based demand forecasting is a method of estimating future demand for a healthcare organization's services by using a broad range of data that describe the nature of demand within the organization's service area. Such data include the primary and secondary service areas, the service-area populations by various demographic groupings, discharge utilization rates, market size, and market share by service line and organizationwide. Based on observable market dynamics, strategic planners can make a variety of explicit assumptions about future trends regarding these data to develop scenarios describing potential future demand. Financial planners then can evaluate each scenario to determine its potential effect on selected financial and operational measures, such as operating margin, days cash on hand, and debt-service coverage, and develop a strategic financial plan that covers a range of contingencies.

Cost-related Nonadherence to Medication Treatment Plans: Native Hawaiian and Pacific Islander National Health Interview Survey, 2014.

PubMed

McElfish, Pearl A; Long, Christopher R; Payakachat, Nalin; Felix, Holly; Bursac, Zoran; Rowland, Brett; Hudson, Jonell S; Narcisse, Marie-Rachelle

2018-04-01

Adherence to medication treatment plans is important for chronic disease (CD) management. Cost-related nonadherence (CRN) puts patients at risk for complications. Native Hawaiians and Pacific Islanders (NHPI) suffer from high rates of CD and socioeconomic disparities that could increase CRN behaviors. Examine factors related to CRN to medication treatment plans within an understudied population. Using 2014 NHPI-National Health Interview Survey data, we examined CRN among a nationally representative sample of NHPI adults. Bonferroni-adjusted Wald test and multivariable logistic regression were performed to examine associations among financial burden-related factors, CD status, and CRN. Across CD status, NHPI engaged in CRN behaviors had, on an average, increased levels of perceived financial stress, financial insecurity with health care, and food insecurity compared with adults in the total NHPI population. Regression analysis indicated perceived financial stress [adjusted odds ratio (AOR)=1.16; 95% confidence intervals (CI), 1.10-1.22], financial insecurity with health care (AOR=1.96; 95% CI, 1.32-2.90), and food insecurity (AOR=1.30; 95% CI, 1.06-1.61) all increase the odds of CRN among those with CD. We also found significant associations between perceived financial stress (AOR=1.15; 95% CI, 1.09-1.20), financial insecurity with health care (AOR=1.59; 95% CI, 1.19-2.12), and food insecurity (AOR=1.31; 95% CI, 1.04-1.65) and request for lower cost medication. This study demonstrated health-related and non-health-related financial burdens can influence CRN behaviors. It is important for health care providers to collect and use data about the social determinants of health to better inform their conversations about medication adherence and prevent CRN.

An assessment of residents’ and fellows’ personal finance literacy: an unmet medical education need

PubMed Central

White, Andrew J.; Hiller, Katherine M.; Amini, Richard; Jeffe, Donna B.

2017-01-01

Objectives This study aimed to assess residents’ and fellows’ knowledge of finance principles that may affect their personal financial health. Methods A cross-sectional, anonymous, web-based survey was administered to a convenience sample of residents and fellows at two academic medical centers.  Respondents answered 20 questions on personal finance and 28 questions about their own financial planning, attitudes, and debt. Questions regarding satisfaction with one’s financial condition and investment-risk tolerance used a 10-point Likert scale (1=lowest, 10=highest).  Of 2,010 trainees, 422 (21%) responded (median age 30 years; interquartile range, 28-33).   Results The mean quiz score was 52.0% (SD = 19.1). Of 299 (71%) respondents with student loan debt, 144 (48%) owed over $200,000.  Many respondents had other debt, including 86 (21%) with credit card debt. Of 262 respondents with retirement savings, 142 (52%) had saved less than $25,000. Respondents’ mean satisfaction with their current personal financial condition was 4.8 (SD = 2.5) and investment-risk tolerance was 5.3 (SD = 2.3). Indebted trainees reported lower satisfaction than trainees without debt (4.4 vs. 6.2, F (1,419) = 41.57, p < .001).   Knowledge was moderately correlated with investment-risk tolerance (r=0.41, p < .001), and weakly correlated with satisfaction with financial status (r=0.23, p < .001). Conclusions Residents and fellows had low financial literacy and investment-risk tolerance, high debt, and deficits in their financial preparedness.  Adding personal financial education to the medical education curriculum would benefit trainees.  Providing education in areas such as budgeting, estate planning, investment strategies, and retirement planning early in training can offer significant long-term benefits. PMID:28557777

An assessment of residents' and fellows' personal finance literacy: an unmet medical education need.

PubMed

Ahmad, Fahd A; White, Andrew J; Hiller, Katherine M; Amini, Richard; Jeffe, Donna B

2017-05-29

This study aimed to assess residents' and fellows' knowledge of finance principles that may affect their personal financial health. A cross-sectional, anonymous, web-based survey was administered to a convenience sample of residents and fellows at two academic medical centers.  Respondents answered 20 questions on personal finance and 28 questions about their own financial planning, attitudes, and debt. Questions regarding satisfaction with one's financial condition and investment-risk tolerance used a 10-point Likert scale (1=lowest, 10=highest).  Of 2,010 trainees, 422 (21%) responded (median age 30 years; interquartile range, 28-33). The mean quiz score was 52.0% (SD = 19.1). Of 299 (71%) respondents with student loan debt, 144 (48%) owed over $200,000.  Many respondents had other debt, including 86 (21%) with credit card debt. Of 262 respondents with retirement savings, 142 (52%) had saved less than $25,000. Respondents' mean satisfaction with their current personal financial condition was 4.8 (SD = 2.5) and investment-risk tolerance was 5.3 (SD = 2.3). Indebted trainees reported lower satisfaction than trainees without debt (4.4 vs. 6.2, F (1,419) = 41.57, p < .001).   Knowledge was moderately correlated with investment-risk tolerance (r=0.41, p < .001), and weakly correlated with satisfaction with financial status (r=0.23, p < .001). Residents and fellows had low financial literacy and investment-risk tolerance, high debt, and deficits in their financial preparedness.  Adding personal financial education to the medical education curriculum would benefit trainees.  Providing education in areas such as budgeting, estate planning, investment strategies, and retirement planning early in training can offer significant long-term benefits.

Trends in capacity utilization for therapeutic monoclonal antibody production.

PubMed

Langer, Eric S

2009-01-01

The administration of high doses of therapeutic antibodies requires large-scale, efficient, cost effective manufacturing processes. An understanding of how the industry is using its available production capacity is important for production planning, and facility expansion analysis. Inaccurate production planning for therapeutic antibodies can have serious financial ramifications. In the recent 5(th) Annual Report and Survey of Biopharmaceutical Manufacturing Capacity and Production, 434 qualified respondents from 39 countries were asked to indicate, among other manufacturing issues, their current trends and future predictions with respect to the production capacity utilization of monoclonal antibodies in mammalian cell culture systems. While overall production of monoclonals has expanded dramatically since 2003, the average capacity utilization for mammalian cell culture systems, has decreased each year since 2003. Biomanufacturers aggressively attempt to avoid unanticipated high production demands that can create a capacity crunch. We summarize trends associated with capacity utilization and capacity constraints which indicate that biopharmaceutical manufacturers are doing a better job planning for capacity. The results have been a smoothing of capacity use shifts and an improved ability to forecast capacity and outsourcing needs. Despite these data, today, the instability and financial constraints caused by the current global economic crisis are likely to create unforeseen shifts in our capacity utilization and capacity expansion trends. These shifts will need to be measured in subsequent studies.

7 CFR 1948.80 - Planning grant selection criteria.

Code of Federal Regulations, 2011 CFR

2011-01-01

... financial resources available for such planning; (d) The planning priorities and recommended funding level... effects of coal and/or uranium development activities; and (g) The nature of comments and recommendation...

Find a Urologist

MedlinePlus

... Fund Annual Fund Alliances & Partner Organizations Cause-Related Marketing Planned Giving Charitable Gift Planning is a powerful ... CareBlog Make a Difference Planned Giving Cause-Related Marketing Research Quick Links Urologic Conditions Financials & Annual Report ...

Resource Conservation and Recovery Act (RCRA) Part B permit application for tank storage units at the Oak Ridge Y-12 Plant

DOE Office of Scientific and Technical Information (OSTI.GOV)

Not Available

1994-05-01

In compliance with the Resource Conservation and Recovery Act (RCRA), this report discusses information relating to permit applications for three tank storage units at Y-12. The storage units are: Building 9811-1 RCRA Tank Storage Unit (OD-7); Waste Oil/Solvent Storage Unit (OD-9); and Liquid Organic Solvent Storage Unit (OD-10). Numerous sections discuss the following: Facility description; waste characteristics; process information; groundwater monitoring; procedures to prevent hazards; contingency plan; personnel training; closure plan, post closure plan, and financial requirements; record keeping; other federal laws; organic air emissions; solid waste management units; and certification. Sixteen appendices contain such items as maps, waste analysesmore » and forms, inspection logs, equipment identification, etc.« less

78 FR 22880 - Sunshine Act; Notice of Meeting

Federal Register 2010, 2011, 2012, 2013, 2014

2013-04-17

.... Legislative Report 4. Quarterly Vendor Financials 5. Annual Financial Audit--Clifton Larson Allen (CLA) 6. Office of Enterprise Planning Report 7. Default Investment Fund Option 8. Communications Update 9...

The evolution of Japanese employer-sponsored retirement plans.

PubMed

Rajnes, David

2007-01-01

This article examines the development of Japanese voluntary employer-sponsored retirement plans with an emphasis on recent trends. Until 2001, companies in Japan offered retirement benefits as lump-sum severance payments and/or benefits from one of two types of defined benefit (DB) pension plans. One type of DB plan was based on the occupational pension model used in the United States before the adoption of the Employee Retirement Income Security Act of 1974 (ERISA), but lacked the funding, vesting, and other protective features contained in ERISA. The other type of DB plan allowed companies to opt out of the earnings-related portion of social security, commonly referred to as "contracting out." Landmark laws passed in 2001 introduced a new generation of occupational retirement plans to employers and employees. One law increased funding requirements and enhanced employee protections for employer-sponsored DB plans, while a second law introduced defined contribution (DC) plans for several reasons, chiefly to increase retirement savings and help boost Japanese financial markets. These laws complemented earlier changes in the tax code and financial accounting standards already affecting employer-sponsored retirement plans. As a result, new retirement plan designs will replace most prereform era company retirement plans by 2012. In 2001, the experience of 401(k) plans in the United States, where 42 million participants had accumulated more than $1.8 trillion in assets over 20 years, attracted considerable attention among Japanese lawmakers finalizing provisions of the DC pension law. Even with government support and encouragement from the financial services industry, Japanese companies have not adopted these new DC plans in large numbers. As a result, occupational retirement plans in Japan have remained predominantly DB-a surprising development in light of the shift in a number of countries from DB to DC plans observed in recent decades. However, recent proposals to make DC plans more attractive to employers in Japan are likely to be implemented in the near future. This article summarizes the Japanese retirement system, with an emphasis on private-sector employees, and the complementary role played by voluntary employer-sponsored retirement plans; describes the financial pressures that faced retirement plan sponsors in the late twentieth century and the factors motivating the reform of Japanese voluntary retirement plans; examines the 2001 legislative changes that have transformed company retirement plans; and concludes with a review of trends and recent developments in employer-sponsored retirement plans since the implementation of the 2001 pension laws.

Exceptional Financial Support for Introduction of Inactivated Polio Vaccine in Middle-Income Countries.

PubMed

Blankenhorn, Anne-Line; Cernuschi, Tania; Zaffran, Michel J

2017-07-01

In May 2012, the World Health Assembly declared the completion of poliovirus eradication a programmatic emergency for global public health and called for a comprehensive polio endgame strategy. The Polio Eradication and Endgame Strategic Plan 2013-2018 was developed in response to this call and demands that all countries using Oral Polio Vaccine (OPV) only introduce at least 1 dose of Inactivated Polio Vaccine (IPV) into routine immunization schedules by the end of 2015. In November 2013, the Board of Gavi (the Vaccine Alliance) approved the provision of support for IPV introduction in the 72 Gavi-eligible countries. Following analytical work and stakeholder consultations, the IPV Immunization Systems Management Group (IMG) presented a proposal to provide exceptional financial support for IPV introduction to additional OPV-only using countries not eligible for Gavi support and that would otherwise not be able to mobilize the necessary financial resources within the Polio Eradication and Endgame Strategic Plan timelines. In June 2014, the Polio Oversight Board (POB) agreed to make available a maximum envelope of US $45 million toward supporting countries not eligible for Gavi funding. This article describes the design of the funding mechanism that was developed, its implementation and the lessons learned through this process. © The Author 2017. Published by Oxford University Press for the Infectious Diseases Society of America.

Finance issue brief: direct access: year end report-2002.

PubMed

Morgan, Rachel; MacEachern, Lillian

2002-12-31

Consumer demand for a less restrictive referral system has urged legislators, as well as the managed care industry and those in the medical field, to seek the best solution to the problem. The point of service (POS) plan was an early attempt by managed care plans to provide more freedom for enrollees. But POS plans are not always available or cost effective. Several of the larger managed care organizations, in an effort to improve enrollee and provider satisfaction, have eliminated or streamlined their referral processes. The American Medical Association has recommended that primary care and other medical specialty organizations collaborate in developing guidelines for specialty referrals, urging health plans to allow direct access in network without financial penalty as long as the access conforms with the established guidelines. In the meantime, legislators have responded to constituents by enacting measures that mandate direct access for specific types of care or standing referrals for ongoing treatment.

Finance issue brief: direct access: year end report-2003.

PubMed

MacEachern, Lillian

2003-12-31

Consumer demand for a less restrictive referral system has urged legislators, as well as the managed care industry and those in the medical field, to seek the best solution to the problem. The point of service (POS) plan was an early attempt by managed care plans to provide more freedom for enrollees. But POS plans are not always available or cost effective. Several of the larger managed care organizations, in an effort to improve enrollee and provider satisfaction, have eliminated or streamlined their referral processes. The American Medical Association has recommended that primary care and other medical specialty organizations collaborate in developing guidelines for specialty referrals, urging health plans to allow direct access in network without financial penalty as long as the access conforms with the established guidelines. In the meantime, legislators have responded to constituents by enacting measures that mandate direct access for specific types of care or standing referrals for ongoing treatment.

Tailoring Agility: Promiscuous Pair Story Authoring and Value Calculation

NASA Astrophysics Data System (ADS)

Tendon, Steve

This chapter describes how a multi-national software organization created a business plan involving business units from eight countries that followed an agile way, after two previously failed attempts with traditional approaches. The case is told by the consultant who initiated implementation of agility into requirements gathering, estimation and planning processes in an international setting. The agile approach was inspired by XP, but then tailored to meet the peculiar requirements. Two innovations were critical. The first innovation was promiscuous pair story authoring, where user stories were written by two people (similarly to pair programming), and the pairing changed very often (as frequently as every 15-20 minutes) to achieve promiscuity and cater for diverse point of views. The second innovation was an economic value evaluation (and not the cost) which was attributed to stories. Continuous recalculation of the financial value of the stories allowed to assess the projects financial return. In this case implementation of agility in the international context allowed the involved team members to reach consensus and unanimity of decisions, vision and purpose.

Area Handbook Series. India: A Country Study.

DTIC Science & Technology

1985-01-01

and be- came effective for the period FY 1980-84. Development expendi- tures in the sixth plan were to be nearly Rs1. 7 trillion (in FY 1979 294 II...to participate more effectively in the financial needs of the development process, and to cease to be subject to monopolization by the vested interests...collection developed . Several forms can be distinguished according to their effect on the relations between farmers, land- owners, and government. The

National Aeronautics and Space Administration: 1998 Accountability Report

NASA Technical Reports Server (NTRS)

1999-01-01

This Accountability Report summarizes NASA's program accomplishments and its stewardship over budget and financial resources. The report is the culmination of NASA's management process, which begins with mission definition and program planning, continues with formulation and justification of NASA's budgets for the President and Congress, and ends with NASA scientific and engineering program accomplishments. This report covers NASA's activities from October 1, 1997, through September 30, 1998, with discussion of some subsequent events.

DOD Financial Management: Improvements Needed in the Navys Audit Readiness Efforts for Fund Balance with Treasury

DTIC Science & Technology

2016-08-01

prioritization of key information technology limits management’s ability to focus audit readiness efforts on the systems with the highest risk...corrective actions for the higher-risk systems first. For an audit readiness plan for key information technology systems, the Navy provided a schedule...prioritization of key information technology systems used in the FBWT process limits management’s ability to focus audit readiness efforts on the most

JPRS Report, Science & Technology, USSR: Science & Technology Policy

DTIC Science & Technology

1990-09-18

Ye. Ponarina; POISK, 22-28 Jun 90] .. ■ ■ 7 People’s Deputies Propose Scientific- Industrial Union [SOVETSKAYA ROSSIYA, 18 May 90] 10...achievements of science and tech- nology in industry and other spheres of life, and for material and technical and financial support for the planned work, and...low: even in machine building it does not exceed 40 percent. Due to the slow penetration in industry of new techno- logical processes and systems

Are nurses prepared for retirement?

PubMed

Blakeley, Judith; Ribeiro, Violeta

2008-09-01

This study explored various factors and income sources that registered nurses believe are important in retirement planning. In many countries worldwide, many registered nurses are approaching retirement age. This raises concerns related to the level of preparedness of retiring nurses. A mail-out questionnaire was sent to 200 randomly selected nurses aged 45 and older. SPSS descriptors were used to outline the data. Multiple t-tests were conducted to test for significant differences between selected responses by staff nurses and a group of nurse managers, educators and researchers. Of 124 respondents, 71% planned to retire by age 60. Only 24% had done a large amount of planning. The top four planning strategies identified were related to keeping healthy and active, both physically and mentally; a major financial planning strategy ranked fifth. Work pensions, a government pension and a personal savings plan were ranked as the top three retirement income sources. No significant differences were found between the staff nurse and manager groups on any of the items. IMPLICATIONS FOR NURSING MANAGERS/CONCLUSIONS: The results of this study suggest that managers' preparation for retirement is no different from that of staff nurses. All nurses may need to focus more on financial preparation, and begin the process early in their careers if they are to have a comfortable and healthy retirement. Nurse managers are in a position to advocate with senior management for early and comprehensive pre-retirement education for all nurses and to promote educational sessions among their staff. Managers may find the content of this paper helpful as they work with nurses to help them better prepare for retirement. This exploratory study adds to the limited amount of research available on the topic.

Austin Community College Comprehensive Master Plan, 2000-2001.

ERIC Educational Resources Information Center

Austin Community Coll., TX.

This document describes Austin Community College's (Texas) educational academic plans, facilities plans, and financial implementation plans for 2000-2001. Plan goals and priorities include: (1) enhancing scheduling efficiency while responding to unmet student demand and community needs, and increasing enrollments by 3-5%; (2) opening two…

Adopting hybrid pension plans: financial and communication issues.

PubMed

Clark, R L; Haley, J J; Schieber, S J

2001-01-01

This article provides a systematic framework for the evaluation of the movement toward hybrid pension plans by examining the reasons given by firms for converting their existing pension plans to hybrid plans, illustrating the impact of plan changes on expected pension benefits, and identifying winners and losers.

7 CFR 1948.80 - Planning grant selection criteria.

Code of Federal Regulations, 2010 CFR

2010-01-01

... financial resources available for such planning; (d) The planning priorities and recommended funding level... 7 Agriculture 13 2010-01-01 2009-01-01 true Planning grant selection criteria. 1948.80 Section... Development Assistance Program § 1948.80 Planning grant selection criteria. The following criteria will be...

45 CFR 63.16 - Scope of subpart.

Code of Federal Regulations, 2010 CFR

2010-10-01

... OFFICE OF THE ASSISTANT SECRETARY FOR PLANNING AND EVALUATION Financial Provisions § 63.16 Scope of subpart. This subpart sets forth supplemental financial provisions which apply to all grants awarded by...

NACS Store Planning Manual.

ERIC Educational Resources Information Center

College Store Journal, 1979

1979-01-01

Topics discussed by the NACS Store Planning/Renovation Committees in this updated version of the college store renovation manual include: short- and long-range planning, financial considerations, professional planning assistance, the store's image and business character, location considerations, building requirements, space requirements, fixtures,…

Financial statistics of major US investor-owned electric utilities 1992

DOE Office of Scientific and Technical Information (OSTI.GOV)

Not Available

The Financial Statistics of Major US Investor-Owned Electric Utilities publication presents summary and detailed financial accounting data on the investor-owned electric utilities. The objective of the publication is to provide Federal and State governments, industry, and the general public with current and historical data that can be used for policymaking and decisionmaking purposes related to investor-owned electric utility issues. The Financial Statistics of Major US Investor-Owned Electric Utilities publication provides information about the financial results of operations of investor-owned electric utilities for use by government, industry, electric utilities, financial organizations and educational institutions in energy planning. In the private sector,more » the readers of this publication are researchers and analysts associated with the financial markets, the policymaking and decisionmaking members of electric utility companies, and economic development organizations. Other organizations that may be interested in the data presented in this publication include manufacturers of electric power equipment and marketing organizations. In the public sector, the readers of this publication include analysts, researchers, statisticians, and other professionals engaged in regulatory, policy, and program areas. These individuals are generally associated with the Congress, other legislative bodies, State public utility commissions, universities, and national strategic planning organizations.« less

Leveraging the cost of HIPPA..

PubMed

Hoppszallern, Suzanna; Arges, George

2002-01-01

HIPAA's administrative simplification rule was introduced to reduce the costs of handling provider-payer transactions by standardizing them. The transaction rules are predicted to save billions of dollars. To get the biggest payoff, providers will need to overhaul their business processes as part of electronic transaction processing. By eliminating redundant and inefficient administrative processes, staff time can be focused on processes that improve financial performance and customer satisfaction. If your organization needs to have an extension beyond the original compliance date, you must file a plan before Oct. 16 to show how you'll come into compliance by Oct. 16, 2003. Check the roadmap and timetable for HIPAA compliance and see where your organization is and where it needs to be.

Estate Planning for Parents of LD Children.

ERIC Educational Resources Information Center

Rothschild, Edmund W.

1986-01-01

An attorney offers advice to parents regarding estate planning for their learning disabled children. Problems are discussed regarding issues for the minor and planning for the grown child incapable of managing financial affairs. (CL)

Planning for retirement from medicine: a mixed-methods study.

PubMed

Pannor Silver, Michelle; Easty, Laura K

2017-01-01

Evidence suggests there are important personal and social consequences associated with inadequate retirement planning for physicians. We evaluated whether academic physicians felt satisfied with their retirement planning, and identified obstacles to retirement planning and a set of factors to facilitate retirement planning. We applied a sequential mixed-methods research design to explore and examine factors that facilitate academic physician retirement planning using data collected from multiple sources (including 7 focus groups, an internet-based survey and 23 in-depth interviews). We examined survey results regarding retirement planning satisfaction and preferences for complete versus gradual retirement. We used thematic analysis to examine verbatim transcripts and notes from the focus groups and interviews. Survey data (response rate 51%) indicated that 10% of respondents were very satisfied with their retirement planning and 89.5% would prefer to retire gradually rather than stop work completely. Key barriers to retirement planning that emerged included poor personal financial management, rigid institutional structures and professional norms. Facilitators included financial planning resources for physicians at multiple career stages, opportunities and resources for later-career transitions and later-career mentorship support for intergenerational collaboration, and recognition of retirees. Key findings highlight perceived barriers to retirement planning at various career stages in addition to factors that can enhance physicians' retirement planning, including creating gradual and flexible retirement options, supporting ongoing discussions about financial planning and later career transitions, and fostering a culture that continues to honour and involve retirees. Medical institutions could foster innovative models for later-career transitions from medicine in ways that address physicians' needs at various career stages, support gradual transitions from practice and recognize the value of experienced, capable later-career physicians and retirees.

Planning for retirement from medicine: a mixed-methods study

PubMed Central

Pannor Silver, Michelle; Easty, Laura K.

2017-01-01

Background: Evidence suggests there are important personal and social consequences associated with inadequate retirement planning for physicians. We evaluated whether academic physicians felt satisfied with their retirement planning, and identified obstacles to retirement planning and a set of factors to facilitate retirement planning. Methods: We applied a sequential mixed-methods research design to explore and examine factors that facilitate academic physician retirement planning using data collected from multiple sources (including 7 focus groups, an internet-based survey and 23 in-depth interviews). We examined survey results regarding retirement planning satisfaction and preferences for complete versus gradual retirement. We used thematic analysis to examine verbatim transcripts and notes from the focus groups and interviews. Results: Survey data (response rate 51%) indicated that 10% of respondents were very satisfied with their retirement planning and 89.5% would prefer to retire gradually rather than stop work completely. Key barriers to retirement planning that emerged included poor personal financial management, rigid institutional structures and professional norms. Facilitators included financial planning resources for physicians at multiple career stages, opportunities and resources for later-career transitions and later-career mentorship support for intergenerational collaboration, and recognition of retirees. Interpretation: Key findings highlight perceived barriers to retirement planning at various career stages in addition to factors that can enhance physicians' retirement planning, including creating gradual and flexible retirement options, supporting ongoing discussions about financial planning and later career transitions, and fostering a culture that continues to honour and involve retirees. Medical institutions could foster innovative models for later-career transitions from medicine in ways that address physicians' needs at various career stages, support gradual transitions from practice and recognize the value of experienced, capable later-career physicians and retirees. PMID:28401128

Balancing Risks and Resources: Financial Strategies for Colleges and Universities.

ERIC Educational Resources Information Center

Dickmeyer, Nathan

1982-01-01

Financial strategies, plans to increase return--and risk--up to the point (but not beyond) where the protection of core activities may begin to break down, are addressed. The stages for developing a financial strategy are: (1) formulate and examine academic program, research, and marketing strategies; (2) define core activities necessary to…

ITEA Financial Report--Fiscal 2003

ERIC Educational Resources Information Center

Technology Teacher, 2004

2004-01-01

The figures in this report reflect the financial year, which ended on June 30, 2003. The balance shown is the result of specifically planned activities on behalf of the Board of Directors and the headquarters staff to balance the budget. The Board monitors the financial condition of the association and foundation on an ongoing basis through its…

Boosting Financial Literacy in America: A Role for State Colleges and Universities. Perspectives

ERIC Educational Resources Information Center

Harnisch, Thomas L.

2010-01-01

Given the overarching ramifications that financial literacy plays in the modern economy, this paper contends that a renewed emphasis on financial literacy is central to individual, family and communal economic security. New responsibilities and opportunities given to consumers, such as retirement planning, have increased the need for more…

Government-Sponsored Bursaries: Examining Financial Support for Residents to Study at Home

ERIC Educational Resources Information Center

James-MacEachern, Melissa

2017-01-01

This study examines the George Coles bursary program--a financial aid plan designed to "keep residents at home" so they can attend university, by providing a bursary in their first year of university following high school graduation. The study offers insight into higher education students' financial circumstances, thereby suggesting…

Financial planning on a comprehensive scale.

PubMed

Mishra, Simita

2013-04-01

Hospitals and health systems that wish to explore the shift to comprehensive care management should: Assess the investments in infrastructure necessary to support comprehensive care management, Gauge the financial implications and set quality and financial goals, Monitor performance using metrics such as patient satisfaction, avoidable admissions, out-of-group referrals, and average length of stay.

A Practical Guide to Strategic Enrollment Management Planning

ERIC Educational Resources Information Center

Wilkinson, R. B.; Taylor, James S.; Peterson, Ange; Machado-Taylor, Maria de Lourdes

2007-01-01

Over the past decade, strategic enrollment management (SEM) has become a major force in the organization and practice of higher education. With limited financial resources for financial aid, institutions must balance the need to attract and admit a freshman class that fits well with the institution and also provide the necessary financial support…

A Primer on Strategic Financial Assessments.

ERIC Educational Resources Information Center

Richman, Naomi; Fitzgerald, Susan

2003-01-01

Describes how to perform a strategic financial assessment to enable the board to understand the fundamental internal and external challenges and opportunities confronting the institution when decision making and strategic capital planning. (EV)

24 CFR 886.105 - Content of application; Disclosure.

Code of Federal Regulations, 2011 CFR

2011-04-01

...) For projects having a history of financial default, financial difficulties or deferred maintenance, a plan and a schedule for remedying such defaulted or deferred obligations; (e) Total number of units by...

24 CFR 886.105 - Content of application; Disclosure.

Code of Federal Regulations, 2014 CFR

2014-04-01

...) For projects having a history of financial default, financial difficulties or deferred maintenance, a plan and a schedule for remedying such defaulted or deferred obligations; (e) Total number of units by...

24 CFR 886.105 - Content of application; Disclosure.

Code of Federal Regulations, 2013 CFR

2013-04-01

...) For projects having a history of financial default, financial difficulties or deferred maintenance, a plan and a schedule for remedying such defaulted or deferred obligations; (e) Total number of units by...

24 CFR 886.105 - Content of application; Disclosure.

Code of Federal Regulations, 2012 CFR

2012-04-01

...) For projects having a history of financial default, financial difficulties or deferred maintenance, a plan and a schedule for remedying such defaulted or deferred obligations; (e) Total number of units by...

28 CFR 70.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-07-01

... 28 Judicial Administration 2 2010-07-01 2010-07-01 false Revision of budget and program plans. 70... Revision of budget and program plans. (a) The budget plan is the financial expression of the project or... from budget and program plans, and request prior approvals for budget and program plan revisions, in...

45 CFR 2543.25 - Revision of budget and program plans.

Code of Federal Regulations, 2010 CFR

2010-10-01

... 45 Public Welfare 4 2010-10-01 2010-10-01 false Revision of budget and program plans. 2543.25... Revision of budget and program plans. (a) The budget plan is the financial expression of the project or... deviations from budget and program plans, and request prior approvals for budget and program plan revisions...

Combining the benefits of decision science and financial analysis in public health management: a county-specific budgeting and planning model.

PubMed

Fos, Peter J; Miller, Danny L; Amy, Brian W; Zuniga, Miguel A

2004-01-01

State public health agencies are charged with providing and overseeing the management of basic public health services on a population-wide basis. These activities have a re-emphasized focus as a result of the events of September 11, 2001, the subsequent anthrax events, and the continuing importance placed on bioterrorism preparedness, West Nile virus, and emerging infectious diseases (eg, monkeypox, SARS). This has added to the tension that exists in budgeting and planning, given the diverse constituencies that are served in each state. State health agencies must be prepared to allocate finite resources in a more formal manner to be able to provide basic public health services on a routine basis, as well as during outbreaks. This article describes the use of an analytical approach to assist financial analysis that is used for budgeting and planning in a state health agency. The combined benefits of decision science and financial analysis are needed to adequately and appropriately plan and budget to meet the diverse needs of the populations within a state. Health and financial indicators are incorporated into a decision model, based on multicriteria decision theory, that has been employed to acquire information about counties and public health programs areas within a county, that reflect the impact of planning and budgeting efforts. This information can be used to allocate resources, to distribute funds for health care services, and to guide public health finance policy formulation and implementation.

In place of fear: aligning health care planning with system objectives to achieve financial sustainability.

PubMed

Birch, Stephen; Murphy, Gail Tomblin; MacKenzie, Adrian; Cumming, Jackie

2015-04-01

The financial sustainability of publicly funded health care systems is a challenge to policymakers in many countries as health care absorbs an ever increasing share of both national wealth and government spending. New technology, aging populations and increasing public expectations of the health care system are often cited as reasons why health care systems need ever increasing funding as well as reasons why universal and comprehensive public systems are unsustainable. However, increases in health care spending are not usually linked to corresponding increases in need for care within populations. Attempts to promote financial sustainability of systems such as limiting the range of services is covered or the groups of population covered may compromise their political sustainability as some groups are left to seek private cover for some or all services. In this paper, an alternative view of financial sustainability is presented which identifies the failure of planning and management of health care to reflect needs for care in populations and to integrate planning and management functions for health care expenditure, health care services and the health care workforce. We present a Health Care Sustainability Framework based on disaggregating the health care expenditure into separate planning components. Unlike other approaches to planning health care expenditure, this framework explicitly incorporates population health needs as a determinant of health care requirements, and provides a diagnostic tool for understanding the sources of expenditure increase. © The Author(s) 2014 Reprints and permissions: sagepub.co.uk/journalsPermissions.nav.