RFP 202401 DADBHS Benefit Specialist Program Budget Worksheet.xlsx

This is a budget worksheet template prepared by Kenosha County Department of Human Services for the Benefit Specialist Program RFP 202401 administered by the Division of Aging, Disability, and Behavioral Health Services (DADBHS). The program provides information and assistance to Kenosha County residents aged 60 and over or adults 18 and over with disabilities and their families regarding Medicare, Social Security, Medicaid, other health insurance, housing, and related matters. Benefit Specialists operate under off-site consultation by contract attorneys and offer consumers the opportunity to make voluntary contributions toward service costs in accordance with Bureau on Aging & Disability policy. The budget worksheet template is designed to capture staffing allocations, salary information, and overall program expenses.

The budget template comprises five worksheets structured to collect comprehensive financial information: Worksheet 1 captures FTE and salary allocation by position including degree level and direct staff versus administrative/clerical/supervision allocations; Worksheet 2 details benefit allocation including FICA, health insurance premiums, unemployment compensation, retirement, and other benefits; Worksheet 3 provides a total expense summary incorporating personnel costs, contracted services, equipment purchases, and line-item expenses such as data processing, training, travel, insurance, rent, supplies, and utilities, with provisions for administration allocation capped at 10 percent and expected profit at 5 percent for for-profit agencies; Worksheet 4 requires detailed explanations of contracted services and equipment purchases over $500 with useful life exceeding one year; and Worksheet 5 documents other revenue sources. The template is designated as version 141104 and accommodates unit-rate budgeting calculations based on direct staff FTE converted to billable units.