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Milwaukee County Department of Health & Human Services (DHHS) 2010 Request for Proposal Technical Assistance Presented by: Dennis Buesing – DHHS Contract Administrator Wes Albinger – DHHS Contract Services Coordinator Sumanish Kalia – CPA Consultant to DHHS
2010 Request for Proposal
Overview of Changes from 2009 in Application Submission Requirements
All submission requirements apply to all programs and contract divisions, unless otherwise indicated.
The changes described in this presentation represent an overview of the most significant changes from the prior year and are NOT inclusive of ALL changes; applicants are responsible for carefully reading the Guidelines and submitting all required information
Revisions to date include:
Dennis Buesing, DHHS Contract Administrator
All Budget forms have been placed under Item #27 page 4-37.
Use of Linked forms has been made mandatory & requires submission of hard copy with submission package and email copy to: [email protected]
Detailed instructions to fill up respective forms are included on “Instructions” tab of linked budget forms.
Form 1Program Volume Data and Unit Rate Calculation
Programs funded by site must include a separate Form1 for each site. Form 1 must be completed for each program regardless of the contract reimbursement method.
Form 2 & Form 2AAgency Employee Hours and Salaries
Use Form 2A only if agency has 14 or fewer employees otherwise use multiple copies of Form 2 with Form 2A being the final page. The totals for salaries will carry over to Form 3S automatically. Employee’s health and retirement benefits will be carried over to Form 2A from Form 3S automatically.
Form 2B Employee Demographic Summary
This form is linked to Form 2 & 2A and will fill up automatically.
Form 2CEmployee Hours Related Information Disclosure (item 14 page 4-23).
For each employee of your agency who works for more than one related organization, the total number of weekly hours scheduled for each affiliated corporate or business enterprise must be accounted for by program/activity.
“Related Organization” is defined as an organization with a board, management, and/or ownership which is (are) shared with the Proposer organization. (Includes multiple LLCs under same ownership.
Form 3 & Form 3SAnticipated Program Expenses
Programs funded by site must include separate forms for each site. Total Non DHHS contract revenue will automatically carry forward to the corresponding line on Form 3 from Form 4. Please Fill Form 3S first. Each Control Account subtotal will automatically carry forward to corresponding Control Account on Form 3.
Form 4 & Form 4SAnticipated Program Revenue
Programs funded by site must include separate forms for each site. Total DHHS Contract request will automatically equal the corresponding total DHHS request on Form 3. Please Fill Form 4S first. Control Account subtotals will automatically carry forward to corresponding Control Accounts on Form 4.
Form 4S was revised last year to include new sub-accounts for certain revenues.
Form 5 Total Agency Anticipated Expenses Form 5A Total Agency Anticipated Revenue
Report Total Agency expenses on Col. B, C and D. Each individual Form 3 will automatically carry forward to a separate Col. E of Form 5. Report Total Agency revenue on Col. B, C and D of Form 5A. Each individual Form 4 will automatically carry forward to a separate Col. E of Form 5A.
Col F Agency-Wide Indirect & Administrative Costs must be manually completed by agency. Control Account totals will automatically carry to Form 6.
Control Account 9200 in Form 5 will automatically fill and carry forward from Form 6. Please refer to instructions on first tab in linked forms, for Form 6.
Form 6 and 6D through 6H Indirect Cost Allocation Plan
To be submitted only if Agency provides more than one service to Milwaukee County, or one or more services to Milwaukee County and for other purchasers, or when allocating to other functions like fund raising, etc. or allocating costs between itself and affiliates.
Instruction tab in Linked Form provides the order of preparing the cost allocation plan in detail.
Linked Budget Forms:
All budget forms Form 1-Form 6 are available as linked forms with formulas at:
Agency can use these linked forms to report up to 6 programs or sites without redoing Form 2, 5 and 6. Other forms are also linked so numbers automatically fill up wherever they are calculated based on another form.
If agency has more than 6 DHHS programs for a division. make a copy of filled up Linked form and redo Forms 1,2,3S and 4S for additional programs. Forms 5, 5A and 6, will adjust themselves. Use a separate linked budget forms for each DHHS Division.
For Program Information:
Behavioral Health Division:
Walter Laux (414) 257-7436
Rochelle Landingham (414) 257-7337
Bruce Kamradt (414) 257-7639
Delinquency and Court Services Division:
Michelle Naples (414) 257-5725
Disability Services Division:
Mark Stein (414) 289-5916
Marietta Luster (414) 289-6758
Management Service Division:
Judy Roemer-Muniz (414) 289-6645
James Mathy (414) 257-7689
For Technical Assistance:
Dennis Buesing, CPA (414) 289-5853
Sumanish K Kalia, CPA (Budget)(414) 289-6757
James Sponholz(Website) (414) 289-5778
Wes Albinger (DSD) (414) 289-5871
Dave Emerson (DCSD) (414) 257-7284
Judy Roemer-Muniz (MSD) (414) 289-6692
Rochelle Landingham(BHD)(414) 257-7337
LINKED FORM WITH SAMPLE DATA