{"ref":"MO-HH-BUS-01","title":"Institutional Planning: Overall Plan, Operating Budget, and Capital Expenditure Plan","category":"Business","summary":"Sets out how the Agency, under the direction of the governing body, prepares an overall plan and a budget that includes an annual operating budget and a capital expenditure plan for at least three years, through a committee of the governing body, administrative staff and medical staff (if any), reviewed and updated at least once a year, with the financial oversight and records that support it.","inShort":["Each year the Agency prepares an overall plan and a budget, approved by the governing body.","The budget lists all expected income and expenses for the year.","A capital plan looks at least three years ahead.","The plan and budget are reviewed and updated at least once a year.","Managers help by telling the Administrator about staffing, training and equipment needs."],"primaryCitation":"42 CFR §484.105(h) (adopted by 19 CSR 30-26.010(1)(A))","citations":["19 CSR 30-26.010(1)(A)","RSMo §197.420"],"federalCitations":["42 CFR §484.105(a)","42 CFR §484.105(h)"],"surveyorAsks":["Show me your overall plan and this year's operating budget. Who prepared them and when were they approved?","Does your capital expenditure plan cover at least three years?"],"forms":[],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (42 CFR §484.105(h) (adopted by 19 CSR 30-26.010(1)(A)))","5. Planning Committee","6. Contents of the Overall Plan","7. Annual Operating Budget","8. Capital Expenditure Plan","9. Review and Approval","10. Financial Oversight During the Year","11. Responsibilities","12. Records and Compliance Monitoring","13. Staff Training","14. References","15. Related Policies and Forms","16. Approval","17. Revision History"],"version":"1.0","sample":false,"pack":"mo-hha","state":"Missouri","service":"Home health","guides":[{"path":"/guides/home-health-agency-policies/","h1":"What policies and procedures are required for home health agencies?"},{"path":"/guides/home-health-conditions-of-participation/","h1":"Home health Conditions of Participation: which policies each one needs"}],"agency":{"name":"Sample Agency","legalName":"Sample Agency, LLC","logo":null}}