Barangay Council for the Protection of Children (BCPC) Orientation.pptx
Neuro11
1. University of California, Davis, Health System
OFFICE OF CONTINUING MEDICAL EDUCATION
Neurology Update
Date: May 21, 2011 Location: Embassy Suites, Sacramento
Course Chair(s): Bjorn Oskarasson Attendance - 60 Actual:
INCOME
PROJECTED ACTUAL DESCRIPTION
REGISTRATION INCOME 235
0.00
40 @ 235 9,400.00 0.00
20 @ 188 3,760.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
7 credits @ $33.50 0.00 0.00 (attendance report attached)
SUBTOTAL REGISTRATION INCOME 18,572.00 0.00
COMMERCIAL SUPPORT (Educational Grants)
1 @ $5,000 5,000.00 0.00
0.00 0.00
0.00 0.00 ( see attached)
0.00 0.00
EXHIBIIT FEE
3 @ $1,500 4,500.00 0.00 ( see attached)
0.00 0.00
SUBTOTAL PHARMACEUTICAL INCOME 18,250.00 0.00
OTHER INCOME
0.00 0.00
UCD mandate- 4% of income (906.40) 0.00
Less Refunds/Overpayments 0.00 0.00
TOTAL INCOME: $35,915.60 $0.00
DIRECT EXPENSES
EXPENSES PROJECTED ACTUAL DESCRIPTION
MARKETING
Email Lists: MMS (4649 @ $.28) 1,301.72 0.00 First Push
Email List: PTM (NP's, PA's) (3977 @ $.32) 1,284.77 0.00 First Push
Brochure (3,000 @ $.43) 1,302.00 0.00 Second Push, if necessary
Processing: UCD Bulk Mail (3,000 @ $.06) 180.00 0.00 Second Push, if necessary
Postage: USPS (3,000 @ $.14) 420.00 0.00 Second Push, if necessary
Press Release/Course Announcements 0.00 0.00
Grant Request Letter: Print, Mail 0.00 0.00
Other: 0.00 0.00
1. 0.00 0.00
2. 0.00 0.00
TOTAL MARKETING EXPENSES $4,488.49 $0.00 ACTUAL COST:
neuro11-110831105229-phpapp01.xls
2. EXPENSES PROJECTED ACTUAL DESCRIPTION
PRINTING/PROGRAM MATERIALS
Syllabus 60 @ $10 600.00 0.00
Program Packet Materials 0.00 0.00
Other:
1. 0.00 0.00
2. 0.00 0.00
TOTAL PRINTING/SUPPLIES $600.00 $0.00
FACILITY
Room Block: 40 rooms (20% slippage, 32 rooms min) Room Pick-Up: xxx rooms
F&B Minimum per contract: $ $1,600 + 10% discount + service + tax
Meeting Room Rental 0.00 0.00
Audio Visual Equipment 1,000.00 0.00
Breakfast: 60 @ $26 X 1 day 1,560.00 0.00
Breaks: 60 @ $10 X 2 1,200.00 0.00
Lunch: 60 X $38 2,280.00 0.00
Dinner: 0.00 0.00
Reception: 0.00 0.00
Workshops/Breakout Refreshments: 0.00 0.00
Faculty Lunch/Dinner (if paid on facility invoice) 0.00 0.00
Tips:
Banquet Staff (1%-2.5% of F&B) 0.00 0.00
Bell Staff (equipment loading/unloading) 0.00 0.00
Other:
Exhibit Tables (no charge) 0.00 0.00
Staff Meals 0.00 0.00
Speaker Amenities (VIP) 0.00 0.00
Other 0.00 0.00
BANQUET SUBTOTAL 6,040.00 0.00
Sleeping Rooms:
Speakers 0.00 0.00
CME Staff 0.00 0.00
SLEEPING ROOM SUBTOTAL 0.00 0.00
Hotel Business Center:
1. Copies 0.00 0.00
2. 0.00 0.00
Special Activity: (if paid on facility invoice)
1. 0.00 0.00
2. 0.00 0.00
FACILITY SUBTOTAL 0.00 0.00
Less: Comped Rooms (1 per 50) 0.00 0.00
Plus: Attrition 0.00 0.00
TOTAL FACILITY EXPENSES $6,040.00 $0.00
SPEAKER EXPENSES
Honoraria 0.00 0.00
Travel 0.00 0.00
Meals 0.00 0.00
Hotel (included under FACILITY EXPENSES)
Fringe Benefits (UC only-11% of honoraria) 0.00 0.00
TOTAL SPEAKER EXPENSES $0.00 $0.00
neuro11-110831105229-phpapp01.xls
3. EXPENSES PROJECTED ACTUAL DESCRIPTION
MISCELLANEOUS
Accreditation Costs (External Fees) AAFP 100.00 0.00
Vehicle Rental 100.00 0.00
Staff Travel/Meals 50.00 0.00
Evaluation Summary Reports 500.00 0.00
Fed Ex charges - evaluations 0.00 0.00
Fed Ex charges - other 0.00 0.00
Special Activity (not on facility invoice) 0.00 0.00
Site Fees 0.00 0.00
Catering 0.00 0.00
Transportation 0.00 0.00
Other 0.00 0.00
Prizes for Workshops 0.00 0.00
TOTAL MISCELLANEOUS EXPENSE $750.00 $0.00
SUBTOTAL DIRECT EXPENSES $11,878.49 $0.00
INDIRECT EXPENSES CHARGED TO BUDGET
Fixed Indirect Expenses
CME Accreditation Fee (internal) 1,750.00 0.00
Mail List Maintenance (4292 @ $.06 x 2) 260.16 0.00
E-mail blasts: $250/blast 500.00 0.00
Internal Duplicating Costs (1,ooo@ $.04/copy) 40.00 0.00
Internal Audio Visual Costs ($125 per day ) 125.00 0.00
Internal Audio Response Costs ($200 per day) 200.00 0.00
Staff Overtime (if applicable) 0.00 0.00
Sub-Total Fixed Indirect 2,875.16 0.00
Variable Indirect Expenses
Portfolios, Nametags, Certificates
66 @ $25 (includes faculty) 1,650.00 0.00
Cashier Processing Fees 60 @ $3.75/pp 225.00 0.00
Jointly Sponsored Activity Fee: 10% of Grant Income 0.00 0.00
ACPE Accreditation Fee
@ $25 0.00 0.00
Refund Service Charge:
$25 per person for 1 day course or
$50 per person for 2-5 day
course 75.00 0.00
Sub-Total Variable Indirects 1,950.00 0.00
TOTAL INDIRECTS CHARGED TO BUDGET $4,825.16 $0.00
TOTAL EXPENSES 16,703.65 0.00
TOTAL INCOME 35,915.60 0.00
PROGRAM PROFIT/(LOSS) $19,211.95 $0.00
neuro11-110831105229-phpapp01.xls
4. INDIRECT EXPENSES ABSORBED BY CME DEPT (educational grant budget categories)
Activity Development Fees
CME Activity Management Fee 3,300.00 0.00 $3,300 first day plus $1,100 each add'l day
Development of Marketing Materials 2,000.00 0.00
Development of Mail Lists and Marketing Strategies 2,000.00 0.00
Development of Online Calendar and Registration System 1,000.00 0.00
Participant Identification/Recruitment/Confirmation/Followup 1,000.00 0.00
Development of Syllabus and Handout Materials 2,000.00 0.00
Activity Production Fees, Services
Production of Marketing Materials/Mail Services 500.00 0.00
Production of Slides/Presentations 1,000.00 0.00
Production of Syllabus and Handouts 500.00 0.00
Audiovisual Technical Planning and Services 500.00 0.00
On-Site Staffing (Overtime) 0.00 0.00
TOTAL ABSORBED BY OCME $13,800.00 $0.00
NOTE
OCME absorbed $ of indirect expenses.
INDIRECT EXPENSES ABSORBED BY SPONSORING DEPT (educational grant budget categories)
Activity Development Fees
Planning Committee 5,000.00 0.00
Documentation for Planning, Objectives, Needs Assessment 1,000.00 0.00
Development of Strategy/Agenda 1,000.00 0.00
Faculty Recruitment 1,000.00 0.00
Development of Presentations 2,000.00 0.00
Activity Production Fees, Services
Content Review and Validation 2,000.00 0.00
Faculty Management/ACCME Accreditation Requirements 2,000.00 0.00
TOTAL ABSORBED BY SPONSORING DEPT $14,000.00 $0.00
NOTE
Sponsoring dept absorbed $ of indirect expenses.
BREAK EVEN ANALYSES
FIXED COSTS PROJECTED ACTUAL
A-V 1,000.00 0.00
Facility Meeting Room Rental 0.00 0.00
Facility Reception 0.00 0.00
Facility Other 0.00 0.00
Speaker 0.00 0.00
Other Indirect Expenses 4,825.16 0.00
Marketing 4,488.49 0.00
Miscellaneous 750.00 0.00
TOTAL FIXED COSTS $11,063.65 $0.00
VARIABLE COSTS PROJECTED ACTUAL
Breakfast(s) 26.00 0.00
Break(s) 20.00 0.00
Lunch(s) 38.00 0.00
Dinner(s) (not Faculty) 0.00 0.00
Reception 0.00 0.00
Portfolios, Nametags, Certificates (Inc. Faculty) 25.00 0.00
Program Packet (printing other than syllabus) 0.00 0.00
Syllabus 10.00 0.00
TOTAL VARIABLE COSTS $119.00 $0.00
neuro11-110831105229-phpapp01.xls
5. BREAK EVEN PROJECTED ACTUAL
See BREAK EVEN spreadsheet
BREAKEVEN = FIXED COSTS - PHARMO X (REG FEE M- VAR PP)
HIGHEST REG FEE - VAR COSTPP 116.00
INCOME
BREAK EVEN ANALYSIS WITH PROJECTED EXPENSES AND INCOMEINCLUDING
PARTICIPANTS
NEEDED TO PHARMCO TO
PHARMCO SUPPORT BREAK EVEN BREAK EVEN
0.00 95 11,063.65
10,000.00 9 1,063.65
20,000.00 -77 (8,936.35)
25,000.00 -120 (13,936.35)
30,000.00 -163 (18,936.35)
35,000.00 -206 (23,936.35)
PROJECTED
ATTENDANCE ACTUAL FINAL PENDING
Preregistered 0
At Door 0 FINAL
Less Cancellations 0
Less No Shows 0
ACTUAL ATTENDANCE 0
neuro11-110831105229-phpapp01.xls
13. COMPARISON REPORT:
Neurology Update
FISCAL YEAR 2006/2007 2007/2008 2008/2009 2009/2010
DATES OF PROGRAM
LOCATION
ENROLLMENT:
MD ENROLLMENTS
OTHER ENROLLMENTS
TOTAL ENROLLMENTS
CME HOURS
MD FEE (highest fee before rate increase)
SPECIAL EVENTS INCOME
VARIABLE COST/PERSON
INCOME:
REGISTRATION $0.00 $0.00 $0.00 $0.00
COMMERCIAL SUPPORT $0.00 $0.00 $0.00 $0.00
EXHIBIT FEES
OTHER
LESS (REFUNDS/SERVICE FEES) $0.00 $0.00 $0.00 $0.00
TOTAL INCOME $0.00 $0.00 $0.00 $0.00
EXPENSES:
AUDIO-VISUAL $0.00 $0.00 $0.00 $0.00
FACILITY: (DAYS OF THE PROGRAM) $0.00 $0.00 $0.00 $0.00
ROOM BLOCK TOTAL 0 0 0 0
ROOMS PICKED UP 0 0 0 0
ATTRITION $0.00 $0.00 $0.00 $0.00
SPECIAL EVENTS EXPENSE $0.00 $0.00 $0.00 $0.00
MARKETING EXPENSE $0.00 $0.00 $0.00 $0.00
# BROCHURES PRINTED/DATE, WKS OUT $0.00 $0.00 $0.00 $0.00
MARKETING COST PER PIECE $0.00 $0.00 $0.00 $0.00
COURSE MATERIALS $0.00 $0.00 $0.00 $0.00
SPEAKER EXPENSE $0.00 $0.00 $0.00 $0.00
MISCELLANEOUS $0.00 $0.00 $0.00 $0.00
TOTAL DIRECT EXPENSES $0.00 $0.00 $0.00 $0.00
INDIRECT EXPENSES CHARGED TO BDGT $0.00 $0.00 $0.00 $0.00
TOTAL EXPENSES $0.00 $0.00 $0.00 $0.00
TOTAL INCOME $0.00 $0.00 $0.00 $0.00
NET GAIN/LOSS $0.00 $0.00 $0.00 $0.00
Cost absorbed by OCME $0.00 $0.00 $0.00 $0.00
Profit/Loss to Department $0.00 $0.00 $0.00 $0.00
Profit/Loss to CME $0.00 $0.00 $0.00 $0.00
08/31/2011 Page 7 of 7 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xlsComparison Report
14. Neurology Update
0
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Ri al speakers must be able to see the screen from podium and panel
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LCD 4X4 TABLE WITH
STAND MIXER ON IT
NEXT TO LIGHT
SWITCHES - 1
CHAIR
water, pens, paper and candy on each table
Registration: 2 six foot tables in front, skirted and draped. 2 skinny six foot tables in back, skirted and draped.
waste basket, water and phone on back table.
one eight foot table skirted and draped for CME display board in registration area
Exhibits - in pre-function area around perimeter. 15 six foot tables, skirted
F&B in center
15. Neurology Update
Date: May 21, 2011
Location: Embassy Suites, Sacramento
General Total
A/V Type Price Session Lunch Quanity Total
Data LCD Projector We provide
Screen 12'' $- 1 2 $-
Podium mic $- 1 1 $-
Wireless Mic $- 1 1 $-
3 table mics on panl $- 1 1 $-
Totals $-
18% Srvc Chg $-
Sub Total $-
4.17% Sales Tax $-
Total $-
16. Neurology Update
Date: May 21, 2011
Location: Embassy Suites, Sacramento
Meeting Planner: Kimber Chavez , phone 916-734-1394, fax 916-734-0776
UC Davis Health System Continuing Medical Education
PO #UCD 0XX-XXXXXX for master bill (room and tax only) add parking and/or resort fee if it applies
Room Block: xx room nights (10% slippage = )
x deluxe upgrades at, x deluxe upgrades at 25% off gp rate
3 Speaker Upgrades to Fireplace suites at gp rate
Room Rates: Single/double $219 + 10% tax @ $0.00 = $240.90 Comps 1:50
Submitted on:
Name + guest name Arrival Depart NIGHTS
PAID ON
NIGHTS K= King
AND/OR Q= 2 queen
# of people
in room
S=Smoking Late Check VIP, CHANGES CHANGES
Date/ Time Date/ Time NS= Non- Out Amenity TO TO
MASTER, UPGRADES S=Suite Smoking Needed for
RM,TX IPO
Upgrade 1:30pm on
ST= Staff 9/16
Rate
SPEAKERS 0
Vicki L. Wheelock, M.D. 0
Steven Brass, M.D., M.P.H. 0
Charles DeCarli, M.D. 0
Fredric Gorin, M.D., Ph.D. 0
Michael A. Rogawski, M.D., Ph.D. 0
Piero Verro, M.D. 0
#REF! #REF!
OCME STAFF #REF!
#REF! #REF!
#REF! #REF!
DEPARTMENT STAFF #REF!
UCD 1 #REF!
UCD 2 #REF!
UCD 3 #REF!
UCD 4 0
0 0
0 0
17. Neurology Update
Date: May 21, 2011 Location: Embassy Suites, Sacramento
05/21/11
Sponsorship Room rate
Expected attendance Cut off date
Accreditations Release rooms by
Target audience Display fee
Registration fee Audience response?
Special events planned Syllabus due date
Course chair planning mtg: prev yr
Faculty letter/forms sent
eval, needs assess doc, OCME 400 04/16/10 100 02/10/11
ACCME policies Element 2.1-.2, 3.1; Standard 1.1, 2.1, 3.2 Bio/forms due_______
Hotel contract signed 363 05/23/10 2nd display fee letter w/broch 90 02/20/11
Faculty/staff rooming list to hotel
Course title/date to CME cal 361 05/25/10 (inc fakes)
70 03/12/11 Standard 3.10, 3.12
Start discussions for next year's
PO set up/deposit paid 359 05/27/10 venue/program
65 03/17/11
CME application received (parts I, Faculty comp agr, disclosure, bios
II, III)
345 06/10/10 received
60 03/22/11
Element 3.3; Standard 2.1-.3, 3.7-.10, 6
Food & beverage, room set up, AV
Projected budget 335 06/20/10 Element 3.1-.2; Standard 3.1, 3.3, 3.13 needs to hotel
45 04/06/11
Agreement letter, proj budget, Syllabus info/outstanding forms
ACCME standards to chair
344 06/11/10 Element 3 email sent
40 04/11/11
Highlights from chair for postcard, Vendor conf/info emailed Element 3.3, Standard 3.1-.6, .12, 4.1, .
web, etc
260 09/03/10 Signed LOAs for all grants
28 04/23/11 2, .4
Faculty credentials/ contact info
from chair
229 10/04/10 Prepare signs 17 05/04/11
Syl prep: info, accred (to reg for
Program draft from chair 229 10/04/10 certs), disclos, ackn, eval
16 05/05/11 Element 2.3-.4, 3.3; Standard 6
Accreditations: Prepare aps/pay by 228 PPTs to course syl folder (allow 5
cc or request check 10/05/10 days to prep for printer)
13 05/08/11
Draft in Word blank bro: Confirm
Comp agree/speaker budget to
mission stmt, disclosure, accred, 225 10/08/10 travel asst.
14 05/07/11
target aud, learner objec Element 1.1-.2, 2.3
1st display fee request letters sent/ Independent review of syl content/
enter online grant aps
200 11/02/10 reviewer disclosure
10 05/11/11
Marketing plan: mail lists, Syl to printer (5 days to print + 4
brochure quantity
190 11/12/10 bus days to ship} #______
10 05/11/11
Brochure draft proofed by VH, PS, 11/17/10 Meet w/registrar for special
GW and CR
185
instructions (tickets, badges)
9 05/12/11
Bro to printer 11/22/10
Info mtg w/prog assts re set up,
1st draft:
2nd draft: READ OUT LOUD
180 equip, schedule. E-mail to mgr re 9 05/12/11
OCME staff guests.
3rd draft:
Away programs: ship equipment
Sign off blueline #_______ 150 12/22/10 and syllabus
5 05/16/11
Broch mailed, 1st push
(6 mo out) {4 mo out for 140 11/27/10 Final F&B guarantee #______ 4 05/17/11
local)
Broch mailed, 2nd push (4 mos Local programs: load van, out the Don’t forget cash, thank you cards, business
out) {local 2.5 mo)
112 01/29/11 door!!
1 05/20/11 cards, post program eval
1) UCD vehicle reservation Program set up day:
2) UCD parking Starts on: Ends on:
3) Airfare/car rental 4)
120 01/21/11
Travel Insurance
08/31/2011 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Pre Program Monitoring
18. COURSE TITLE
Date: May 21, 2011 Location: Embassy Suites, Sacramento
09/14/08
Final room pick up Financial agreement:
Attrition
Final reg #
Grant income
Signed/countersigned LOAs on file
Cash box to registrar 1 09/15/08 42 10/26/08 Element 3.3, Standard 3.4-3.6
for all grants
Syl acknowl filed and grant budget
Revised comp forms/speaker
2 09/16/08 Standard 3.7-3.10 page updated. F/u on pending 45 10/29/08 Element 3.3, Standard 3.13
budget to travel asst
grants.
UC Davis speakers honorarium paid
Evals to John w/ final numbers 5 09/19/08 Element 2.4 47 10/31/08 Element 3.2
if applicable
Final PPT CD and final SYL CD in
5 09/19/08 Next year's facility confirmed 56 11/09/08
historical file
Outside speakers honoraria paid Post program review with course
7 09/21/08 Element 3.2 63 11/16/08 Element 2.2, 2.4
(including other UC's) chair
Check on outstanding travel 15 09/29/08 Element 3.2 Final budget complete 70 11/23/08 Element 3.2
Check on outstanding Budget comparison report
15 09/29/08 Element 3.2, Standard 3.13 70 11/23/08 Element 3.2
grants/display fees completed
Submit all post program grant
28 10/10/08 Element 3.2, Standard 3.13 Final budget to chair 84 12/07/08 Element 3.2
reports and budgets
Eval report rcvd, copies to course Transfer funds, copy of DaFIS doc
30 10/14/08 Element 2.4 88 12/11/08 Element 3.2
chair & OCME mgr to file
Registration income reconciled Binder review, purge. Purge course
30 10/14/08 Element 3.2 95 12/18/08 Element 3.3
(registrar) directory in computer.
Hotel bill rcvd, budget breakdown
File binder in historical cabinet - only
& invoice to accountant for 35 10/19/08 Element 3.2 120 01/12/09
after all items are completed.
payment
08/31/2011 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Post Program Monitoring