Instructions for Completing the Halfway House RFP Budget Proposal
Budget:
Your proposal must be electronically submitted (in Excel format) to our office by close of
business, December 18, 2015;
Send your proposal via email to [email protected].
Form RFP_HWH 100- Full Program Budget (Second and Third Excel Tab)
The program budget should include your best estimate of overall costs needed to run the
program (not just the costs that will be reimbursed under this plan proposal).
1.
Provide a Year One/Start Up budget (total of Columns B and C):
a. Column B (Start-up): Separately identify one-time expenditures (i.e. hiring fees,
initial training, equipment purchase etc). These expenditures are not to be
included in column C.
b. Column C (Other): Include only the remaining year one expense and revenue that
represent ongoing program costs/revenues.
c. Total Yearly Expense (line F): Include the total year one expense (column B and
column C) and year two expense (column D).
d. Other Revenue (line G): Include the total estimated Other Revenue needed to
support the program from form RFP_HWH200- Other Revenue Report.
HealthChoices funding (reinvestment) will not be included in this revenue line.
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2.
Provide an estimated Year Two /Full Capacity budget (Column D): This budget
should reflect the total program costs and revenue assuming program is up to full
capacity to support all program costs ongoing. HealthChoices funding
(reinvestment) will not be included in this revenue line.
3.
Include the total projected number of clients broken out by funding stream.
NOTE: If the service is covered under HealthChoices and a client is
HealthChoices eligible, and the provider is contracted with Magellan for that
service, then HealthChoices (Magellan) is expected to pay for the service.
However, the cost associated with not having a full caseload/census can be
reimbursed through Reinvestment funds. Once the program is up to full capacity,
Reinvestment is not to be used to support the program. This Year Two/Full
Capacity budget is to represent what the program will look like when up to full
capacity. This year two budget represents the ongoing sustainability plan of the
program while taking into consideration billable units and rate required/requested.
Form RFP_HWH 200- Other Revenue Report (Fourth Excel Tab)
1. Please complete two columns: Year One/Start Up and Year Two /Full Capacity.
2. Include estimated Other Revenue from all funding streams: MA FFS, MA
HealthChoices (Magellan), SCA, Grants/Donations, and other.
Form RFP_HWH 400-Budget Narrative (Fifth Excel Tab) (Include one form for each
budget year (Year One/Start Up, Year Two /Full Capacity)
1. Provide a narrative supporting the major budgeted areas for Personnel, Operating,
Equipment & Fixed Assets, Administrative Overhead and Revenue.
2. Sustainability must be described: How is the plan going to be supported after
reinvestment funds have been expended? Include your best guess as to when your
agency will have a contract with Magellan and will start receiving HealthChoices
revenue; consider that date as a factor in your revenue projection for year one.
3. For the Year One/Start Up budget, include a narrative explaining one time startup costs (i.e., trainings required by the model).
4. Describe qualifications as needed of the staff listed on RFP-HWH 600-Roster of
Personnel.
5. If a facility or land will be purchased or renovation will be performed, summarize
what is being purchased or renovated.
Form RFP_HWH 600-Roster of Personnel (Sixth Excel Tab) (Include one form for each
budget year (Year One/Start Up, Year Two /Full Capacity)
1. Please provide Name, Title, number of hrs/week and Annual Salary allocated to
this program for each employee supporting the program.
2. Qualifications should be listed on RFP_HWH400-Budget Narrative (for example,
Master level Therapist for treatment)
Form RFP_HWH 800-Fee for service rate request “per diem”.
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