Budget Case Application Worksheets Answers by UBn4Y84W

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									                                      Ruckelshaus Nurse Staffing Steering Committee

                                                   SAMPLE WORKSHEET
                 Required Direct Nursing Care Staff Per Day Worksheet
                                                FY          2010 - 2011
RESPONSIBILITY CENTER:                                       Medical Oncology

REQUIRED INFORMATION

Bed Capacity:                24              Total Patient Days:        7,377     % Occupancy:               84.2%

ADC                          20.21           Targeted DNCH:             7.9       Length of Shift:             8     Hrs

Required Hours/24 hrs:                    159.67             Required # staff/24 hours:         20.0



DAILY STAFFING PATTERN

Variable Staff Per Shift

SHIFT DISTRIBUTION by %                            36%             36%            28%
    Mix by %
 7-3 3-11 11-7     Position                     7-3 shift      3-11 shift       11-7 shift           Total

63% 63% 75%          RN                            4.5             4.5             4.2               13.2

                     LPN                           0.0             0.0             0.0                0.0

37% 37% 25%          NA-C                          2.7             2.7             1.4                6.7

                                                   0.0             0.0             0.0                0.0

     Total Variable Staff Per Shift                7.2             7.2             5.6               20.0


Fixed Staff Per Shifts
                            Days Per
        Position             Week               7-3 shift      3-11 shift       11-7 Shft            Total

  Manager                         5                  1                                                1.0

  CNS                             5                  1                                                1.0

  HUC                             7                  1              1                                 2.0

                                                                                                      0.0

  Total Fixed Staff Per Shift                      3.0             1.0             0.0                4.0




6/20/2010
Prepared by Barbara Hyland-Hill
                                    Ruckelshaus Nurse Staffing Steering Committee

                                                        SAMPLE WORKSHEET
                              Required Direct Nursing Care FTEs Worksheet

                                                       FY         2010 - 2011

 RESPONSIBILITY CENTER:                                     Medical Oncology

 REQUIRED INFORMATION

      Bed Capacity:           24            Total Patient Days:          7,377           % Occupancy:        84.2%

      ADC:             20.2                 Targeted DNCH:               7.9             Length of Shift:    8     Hrs

      Required Hours               58,278                      Required FTEs:        28.0


 DAILY STAFFING PATTERN

             Variable Staff FTE's

      SHIFT DISTRIBUTION by %                           36%               36%            28%
         Mix by %                                                                                   Total Variable
       7-3 3-11 11-7    Position                        7-3               3-11           11-7           FTEs

       63% 63% 75% RN                                   6.4                6.4           5.9                18.6

                        LPN                             0.0                0.0           0.0                0.0

       37% 37% 25% NA-C                                 3.7                3.7           2.0                9.4

                                                        0.0                0.0           0.0                0.0

            Total Variable Staff FTEs                   10.1              10.1           7.8                28.0

             Fixed Staff FTE's

                                                        7-3               3-11           11-7
                                   Days Per                                                           Total Fixed
                Position            Week           #        FTE      #         FTE   #      FTE          FTEs

             Manager                   5           1        1.0                0.0          0.0             1.0

             CNS                       5           1        1.0                0.0          0.0             1.0

             HUC                       7           1        1.4      1         1.4          0.0             2.8

                                                            0.0                0.0          0.0             0.0

             Total Fixed Staff FTEs                         3.4                1.4          0.0             4.8




6/20/2010
Prepared by Barbara Hyland-Hill
                                       Ruckelshaus Nurse Staffing Steering Committee

                                           SAMPLE WORKSHEET
                Calculating Indirect Care Hours/FTEs Worksheet
                                 FY         2010 - 2011

RESPONSIBILITY CENTER:                           Medical Oncology

Generic Formula:              Indirect Hours by Staff Category = # staff x # hrs x # times


RN Indirect Care Hours/FTEs                                                           RN
    Number of RN Staff                          29                                    Non-Clinical          0.92
                                                                                      Orientation           0.17
    Non-Clinical Hours/FTEs                                                           Total Indirect FTEs   1.10
                                      # Staff            # times Total Hrs
                                                     # hrs
        Staff Meetings                  29             1    12      348
        Inservice Education             25             2    24     1200
        CPR                              8             4     1       32
        ACLS - Initial                   5            16     1       80
        ACLS - Renewal                   5             8     1       40
        Annual Skills Day               23             6     1      138
        Unit QA/Standards                7             1    12       84
                                                                      0
                                                                      0
                                      RN Total Non-Clinical Hours  1,922
                                           RN Non-Clinical FTEs      0.92

    Orientation Hours:        # of vacant positions X Ave # days oriented X length of shift

        # of anticipated vacancies                   3       Orientation Hrs           360
        Ave # of days oriented                      15       Orientation FTEs         0.17
        Length of shift                              8


LPN Indirect Care Hours/FTEs                                                          LPN
    Number of LPN Staff                         0                                     Non-Clinical           -
                                                                                      Orientation            -
    Non-Clinical Hours/FTEs                                                           Total Indirect FTEs    -
                                      # Staff            # times Total Hrs
                                                     # hrs
        Staff Meetings                                               0
        Inservice Education                                          0
        CPR                                                          0
        Annual Skills Day                                            0
                                                                     0
                                                                     0
                                     LPN Total Non-Clinical Hours     -
                                          LPN Non-Clinical FTEs       -
    Orientation Hours:        # of vacant positions X Ave # days oriented X length of shift

        # of anticipated vacancies                           Orientation Hrs             0
        Ave # of days oriented                               Orientation FTEs         0.00
        Length of shift


   6/20/2010
   Prepared by Barbara Hyland-Hill
                                       Ruckelshaus Nurse Staffing Steering Committee



NA-C Indirect Care Hours/FTEs                                                         NA-C
   Number of NA-C Staff                         12                                    Non-Clinical          0.11
                                                                                      Orientation           0.08
   Non-Clinical Hours/FTEs                                                            Total Indirect FTEs   0.19
                                      # Staff         # times Total Hrs
                                                     # hrs
        Staff Meetings                   9             1 12     108
        Inservice Education             12             1  6      72
        CPR                              3             4  1      12
        Annual Skills Day               12             3  1      36
                                                                  0
                                                                  0
                                 NA-C Total Non-Clinical Hours     228
                                      NA-C Non-Clinical FTEs      0.11

   Orientation Hours:         # of vacant positions X Ave # days oriented X length of shift

        # of anticipated vacancies                   2       Orientation Hrs           160
        Ave # of days oriented                      10       Orientation FTEs         0.08
        Length of shift                              8


HUC Indirect Care Hours/FTEs                                                          HUC
   Number of HUC Staff                          4                                     Non-Clinical          0.02
                                                                                      Orientation           0.04
   Non-Clinical Hours/FTEs                                                            Total Indirect FTEs   0.06
                                      # Staff            # times Total Hrs
                                                     # hrs
        Staff Meetings                   3             1    12      36
        Inservice Education                                          0
        CPR                             1         4          1       4
                                                                     0
                                                                     0
                                     HUC Total Non-Clinical Hours      40
                                          HUC Non-Clinical FTEs      0.02

   Orientation Hours:         # of vacant positions X Ave # days oriented X length of shift

        # of anticipated vacancies                   1       Orientation Hrs            80
        Ave # of days oriented                      10       Orientation FTEs         0.04
        Length of shift                              8




   6/20/2010
   Prepared by Barbara Hyland-Hill
                                   Ruckelshaus Nurse Staffing Steering Committee



                Indirect Care Hours/FTEs
Number of Staff                                                                    Non-Clinical          -
                                                                                   Orientation           -
Non-Clinical Hours/FTEs                                                            Total Indirect FTEs   -
                                  # Staff   # hrs    # times Total Hrs
     Staff Meetings                                              0
     Inservice Education                                         0
     CPR                                                         0
     Annual Skills Day                                           0
                                                                 0
                                                                 0
                                     Total Non-Clinical Hours     -
                                           Non-Clinical FTEs      -

Orientation Hours:         # of vacant positions X Ave # days oriented X length of shift

     # of anticipated vacancies                          Orientation Hrs              0
     Ave # of days oriented                              Orientation FTEs          0.00
     Length of shift


                Indirect Care Hours/FTEs
Number of Staff                                                                    Non-Clinical          -
                                                                                   Orientation           -
Non-Clinical Hours/FTEs                                                            Total Indirect FTEs   -
                                  # Staff   # hrs    # times Total Hrs
     Staff Meetings                                              0
     Inservice Education                                         0
     CPR                                                         0
     Annual Skills Day                                           0
                                                                 0
                                                                 0
                                     Total Non-Clinical Hours     -
                                           Non-Clinical FTEs      -

Orientation Hours:         # of vacant positions X Ave # days oriented X length of shift

     # of anticipated vacancies                          Orientation Hrs              0
     Ave # of days oriented                              Orientation FTEs          0.00
     Length of shift




6/20/2010
Prepared by Barbara Hyland-Hill
                                           Ruckelshaus Nursing Staffing Steering Committee

                                                                  SAMPLE WORKSHEET
                                                 Non-Productive FTEs Worksheet

                                                         FY          2010 - 2011

                    RESPONSIBILITY CENTER:                               Medical Oncology

       A.     Pre-determined Non-Productive % Standard:                             16%

       B.     Calculation of Non-Productive %:

                    REQUIRED INFORMATION

                    Average Non Productive Time per FTE

                                     Days        Hours

                    Vacation          15          120

                    Holiday            9          72

                    Sick Leave         7          56

                    Education          2          16

                    Misc.              2          16

                    Total             35          280




                    Calculation of Non Productive Percent (NP%)


                                       1800                               =           2080        –            280

                    Productive Direct Nursing Care Hours (PDNCH) = Total Days per Year - Total Non Productive Hours

                                   15.6%                      =               280            ÷          1800

                    Non- Productive DNCH (NPDNCH) = Total Non Productive Hours / Productive DNCH

                    Non-Productive % Standard:                     16%


                    Calculation of Non Productive FTEs by Position

                        Position        FTE              NP %                 NP FTE         Total FTE

                    Manager                1.0                                                   1.0

                    CNS                    1.0                                                   1.0

                    RN                  18.6              16%                   2.9              21.5

                    LPN                                   16%                   0.0              0.0

                    NA-C                   9.4            16%                   1.5              10.9

                    HUC                    2.8            16%                   0.4              3.2

                                                          16%                   0.0              0.0

                                                          16%                   0.0              0.0

                          Total         32.8                                    4.8              37.6

6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshaus Nursing Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshaus Nurse Staffing Steering Committee




                                                  SAMPLE WORKSHEET
                                  Total Required FTEs Worksheet

                                     FY                 2010 - 2011

      RESPONSIBILITY CENTER:                                   Medical Oncology


      Targeted Patient Days:           7,377


      Targeted DNCH:                       7.90                  Total Required FTEs:                39.0
                                                                 Total Paid Hrs/Pt Day:         10.98
      DNC Required Hours:             58,278
      DNC Required FTEs:                   28.0



                                              Productive FTEs                                Total
                                                                                  Non-
                                                                     Total                  Required
                                                    Indirect                   Productive
                                  DNC FTEs                        Productive                FTEs by
                                                     FTEs                         FTEs
                                                                     FTEs                   Category

      Manager                        1.0                              1.0                     1.0

      CNS                            1.0                              1.0                     1.0

      RN                            18.6              1.1            19.7           2.9       22.6

      LPN                                                             0.0                     0.0

      NA-C                           9.4              0.2             9.6           1.5       11.1

      HUC                            2.8              0.1             2.9           0.4       3.3

                                                                      0.0                     0.0

                                                                      0.0                     0.0

      Total FTEs                    32.8              1.4            34.2          4.8        39.0




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshaus Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshaus Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                   Ruckelshaus Nurse Staffing Steering Committee




                        Calculating Full and Part Time Positions Worksheet

       Required Information

            FTE for 7 day coverage (by shift; by staff category)              13.1           RNs Day Shift


            Number of staff required per weekend day:                            9.3


            Percent of weekends worked by staff:                              50%            (Every other weekend)


            Percent time (average) worked by Part-time                        50%


            Percent of Full-Time positions desired                            40%            Projected         37%



       Calcuating # Full and Part Time Positions

            Positions        =      Number staff required on weekends        =         9.3    =     18.6
                                        Percent of weekends worked                     50%


       Full and Part Time Equation


        X    +    Y     =         Positions              Solve for X and Y where:       X = Full Time
   -    X    +   PY     =         FTE                                                   Y = Part Time
                                                                                        P = Conversion of Part Time
                                                                                        Percent (%) to decimal
                  X     +   1.0    Y     =        18.6
             -    X     +   0.5    Y     =        13.1
                            0.5    Y               5.5
                                   Y     =        11.0

            Calculated # of Postions                                        Adjusted # of Positions
                                                                                             FTE
            # Part Time Positions        Y    =          11.0                                 %    # Pos     FTE
            # Full Time Positions        X    =           7.6               Part-time at     0.5        11   5.5
            Total # Positions                            18.6               Part-time at                1    0.6
                                                                            Full time        1.0        7     7
                                                                            Total                   19       13.1


6/20/2010
Prepared by Barbara Hyland-Hill
                                   Ruckelshaus Nurse Staffing Steering Committee




                        Calculating Full and Part Time Positions Worksheet

       Required Information

            FTE for 7 day coverage (by shift; by staff category)              16.5          RNs Day Shift


            Number of staff required per weekend day:                         11.7


            Percent of weekends worked by staff:                              50%           (Every other weekend)


            Percent time (average) worked by Part-time                        60%


            Percent of Full-Time positions desired                            50%           Projected          60%



       Calcuating # Full and Part Time Positions

            Positions        =      Number staff required on weekends        =       11.7     =     19.5
                                        Percent of weekends worked                   60%


       Full and Part Time Equation


        X    +    Y     =         Positions              Solve for X and Y where:       X = Full Time
   -    X    +   PY     =         FTE                                                   Y = Part Time
                                                                                        P = Conversion of Part Time
                                                                                        Percent (%) to decimal
                  X     +   1.0    Y     =        19.5
             -    X     +   0.6    Y     =        16.5
                            0.4    Y               3.0
                                   Y     =         7.5

            Calculated # of Postions                                        Adjusted # of Positions
                                                                                             FTE
            # Part Time Positions        Y    =           7.5                                 %    # Pos     FTE
            # Full Time Positions        X    =          12.0               Part-time at     0.6        7    4.2
            Total # Positions                            19.5               Part-time at                1    0.3
                                                                            Full time        1.0        12    12
                                                                            Total                   20       16.5


6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




                                   Flexible Budget Variance Analysis
                                          Salaries and Wages Expense


    RESPONSIBILITY CENTER:                                                     Month/Year:



    REQUIRED INFORMATION

                                        Actual         Budget     Variance     Variance %

               Patient Days                 625            605           20          103%

               Salaries             $    222,156   $    191,952   $   30,204         116%

               Total NH/pd                 13.38          12.44         0.94         108%

               Total Hours                 9,360          8,540         820          110%

               Ave Hrly Rate        $      23.73   $      22.48   $     1.26         106%




              Volume Variance                      $      5,592

              Rate Variance                        $     10,518

              Use Variance                         $     13,205

              Total Salaries Variance              $     29,316



    VARIANCE FORMULAS:
    Volume Variance is the expense related to the difference between the Actual and Budget Pt Days

              = (Actual Pt Days - Budget Pt Days) X Budget Total NH/pd X Budget Ave Hrly Rate


    Rate Variance is the expense related to the difference between the Actual and Budgeted Ave Hrly Rate

              = (Actual Ave Hrly Rate - Budget Ave Hrly Rate) X Actual Pt Days X Actual NH/pd


    Use Variance is the expense related to the difference between Actual and Budget Nursing Hours/pd

              = (Actual NH/pd - Budget NH/pd) X Actual Pt Days X Budget Ave Hrly Rate




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




                                   Flexible Budget Variance Analysis
                                          Salaries and Wages Expense


    RESPONSIBILITY CENTER:                                                          Month/Year:



    REQUIRED INFORMATION

                                        Actual         Budget          Variance     Variance %

               Patient Days                 645            700               (55)          92%

               Salaries             $    108,368   $    126,637    $     (18,269)          86%

               Total NH/pd                 10.94          10.54             0.40          104%

               Total Hours                 7,059          7,377             (318)          96%

               Ave Hrly Rate        $      15.35   $      17.17    $       (1.82)          89%



              Volume Variance                      $     (9,953)

              Rate Variance                        $    (12,842)

              Use Variance                         $      4,430

              Total Salaries Variance              $    (18,366)



    VARIANCE FORMULAS:
    Volume Variance is the expense related to the difference between the Actual and Budget Pt Days

              = (Actual Pt Days - Budget Pt Days) X Budget Total NH/pd X Budget Ave Hrly Rate


    Rate Variance is the expense related to the difference between the Actual and Budgeted Ave Hrly Rate

              = (Actual Ave Hrly Rate - Budget Ave Hrly Rate) X Actual Pt Days X Actual NH/pd


    Use Variance is the expense related to the difference between Actual and Budget Nursing Hours/pd

              = (Actual NH/pd - Budget NH/pd) X Actual Pt Days X Budget Ave Hrly Rate




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill
                                  Ruckelshause Nurse Staffing Steering Committee




6/20/2010
Prepared by Barbara Hyland-Hill

								
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