Overall Plan, Annual Operating Budget, and Capital Expenditure Plan
Requires an overall plan, an annual operating budget, and a capital expenditure plan prepared under the governing body’s direction and reviewed every year, checks every planned capital expenditure and new service against the Certificate of Need law first, and keeps the admissions and financial data District agencies require.
About this policy
- Policy number
- DC-HH-BUS-01
- Version
- 1.0
- Main rule
- 42 CFR §484.105(h)
- Library
- Washington, DC home health · 58 policies
- Category
- Business
- Sections
- 17
In short
- The governing body approves a budget every year and a plan for large purchases for at least three years.
- Before the Agency starts a new service or makes a large purchase, the Director checks whether a Certificate of Need is needed.
- Accurate records of admissions and visits help keep our license and planning correct. Document every visit on time.
- If you have an idea that could save money or improve care, tell your supervisor.
What's inside
17 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (22-B DCMR §3999.1 and 42 CFR §484.105(h))
- 5. Preparing the Plan and Budget
- 6. The Annual Operating Budget
- 7. The Capital Expenditure Plan
- 8. Annual Review
- 9. Business Data the Agency Keeps
- 10. Responsibilities
- 11. Records and Compliance Monitoring
- 12. Staff Training
- 13. References
- 14. Related Policies and Forms
- 15. Approval
- 16. Revision History
An inspector may ask
- Show me this year’s operating budget and who approved it.
- Show me your capital expenditure plan. Does it cover at least three years?
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