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  • 1. University of California, Davis, Health System OFFICE OF CONTINUING MEDICAL EDUCATION Neurology UpdateDate: May 21, 2011 Location: Embassy Suites, SacramentoCourse Chair(s): Bjorn Oskarasson Attendance - 60 Actual:INCOME PROJECTED ACTUAL DESCRIPTIONREGISTRATION 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 0.007 credits @ $33.50 0.00 0.00 (attendance report attached) SUBTOTAL REGISTRATION INCOME 18,572.00 0.00COMMERCIAL SUPPORT (Educational Grants) 1 @ $5,000 5,000.00 0.00 0.00 0.00 0.00 0.00 ( see attached) 0.00 0.00EXHIBIIT FEE 3 @ $1,500 4,500.00 0.00 ( see attached) 0.00 0.00 SUBTOTAL PHARMACEUTICAL INCOME 18,250.00 0.00OTHER 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 $0.00DIRECT EXPENSES EXPENSES PROJECTED ACTUAL DESCRIPTIONMARKETING Email Lists: MMS (4649 @ $.28) 1,301.72 0.00 First Push Email List: PTM (NPs, PAs) (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 0.00Other: 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 DESCRIPTIONPRINTING/PROGRAM MATERIALS Syllabus 60 @ $10 600.00 0.00 Program Packet Materials 0.00 0.00Other: 1. 0.00 0.00 2. 0.00 0.00 TOTAL PRINTING/SUPPLIES $600.00 $0.00FACILITYRoom Block: 40 rooms (20% slippage, 32 rooms min) Room Pick-Up: xxx roomsF&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 0.00Tips: Banquet Staff (1%-2.5% of F&B) 0.00 0.00 Bell Staff (equipment loading/unloading) 0.00 0.00Other: 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 0.00Sleeping Rooms: Speakers 0.00 0.00 CME Staff 0.00 0.00 SLEEPING ROOM SUBTOTAL 0.00 0.00Hotel Business Center: 1. Copies 0.00 0.00 2. 0.00 0.00Special 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 $0.00SPEAKER 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 DESCRIPTIONMISCELLANEOUS 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 0.00Special Activity (not on facility invoice) 0.00 0.00 Site Fees 0.00 0.00 Catering 0.00 0.00 Transportation 0.00 0.00Other 0.00 0.00 Prizes for Workshops 0.00 0.00 TOTAL MISCELLANEOUS EXPENSE $750.00 $0.00SUBTOTAL DIRECT EXPENSES $11,878.49 $0.00INDIRECT EXPENSES CHARGED TO BUDGETFixed 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 0.00Variable 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 0.00Refund Service Charge: $25 per person for 1 day course or $50 per person for 2-5 daycourse 75.00 0.00 Sub-Total Variable Indirects 1,950.00 0.00TOTAL INDIRECTS CHARGED TO BUDGET $4,825.16 $0.00TOTAL EXPENSES 16,703.65 0.00TOTAL INCOME 35,915.60 0.00PROGRAM PROFIT/(LOSS) $19,211.95 $0.00 neuro11-110831105229-phpapp01.xls
  • 4. INDIRECT EXPENSES ABSORBED BY CME DEPT (educational grant budget categories)Activity Development FeesCME Activity Management Fee 3,300.00 0.00 $3,300 first day plus $1,100 each addl dayDevelopment of Marketing Materials 2,000.00 0.00Development of Mail Lists and Marketing Strategies 2,000.00 0.00Development of Online Calendar and Registration System 1,000.00 0.00Participant Identification/Recruitment/Confirmation/Followup 1,000.00 0.00Development of Syllabus and Handout Materials 2,000.00 0.00Activity Production Fees, ServicesProduction of Marketing Materials/Mail Services 500.00 0.00Production of Slides/Presentations 1,000.00 0.00Production of Syllabus and Handouts 500.00 0.00Audiovisual Technical Planning and Services 500.00 0.00On-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 FeesPlanning Committee 5,000.00 0.00Documentation for Planning, Objectives, Needs Assessment 1,000.00 0.00Development of Strategy/Agenda 1,000.00 0.00Faculty Recruitment 1,000.00 0.00Development of Presentations 2,000.00 0.00Activity Production Fees, ServicesContent Review and Validation 2,000.00 0.00Faculty 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 ANALYSESFIXED 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 $0.00VARIABLE 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 ACTUALSee BREAK EVEN spreadsheetBREAKEVEN = 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) PROJECTEDATTENDANCE ACTUAL FINAL PENDING Preregistered 0 At Door 0 FINAL Less Cancellations 0 Less No Shows 0 ACTUAL ATTENDANCE 0 neuro11-110831105229-phpapp01.xls
  • 6. ALLOABLE AMTS. Attendees 200 Breakfast $26 Speakers 6 Lunch $38 Exhibitors 0 Dinner $64 Staff 2 Break $17Total number of attendees: 208 MINIMUM F&B CONTRACTED: $20,150 CONTRACTED AT NON-INCLUSIVE W/ 20% REDUCTION amt OVER COST ATTENDEES SUB- 22% SUB- 4.166 % cost pp UCD UCDDATE FUNCTION EACH or # of items TOTAL GRATUITY TOTAL TAX TOTAL inclusive MAX PP allowable 8/10/2010 Continental Breakfast $23.00 200 $4,600.00 $1,012.00 $5,612.00 $233.80 $5,845.80 $29.23 $26.00 $3.23 Modified addition, Yogurt $9.50 200 $1,900.00 $418.00 $2,318.00 $96.57 $2,414.57 $12.07 $17.00 $(4.93) Coffee Refresh/ per gallon $82.00 11 $902.00 $198.44 $1,100.44 $45.84 $1,146.28 $5.73 $17.00 $(11.27) 8/11/2010 Continental Breakfast $23.00 200 $4,600.00 $1,012.00 $5,612.00 $233.80 $5,845.80 $29.23 $26.00 $3.23 Modified addition, Frittatas $9.25 200 $1,850.00 $407.00 $2,257.00 $94.03 $2,351.03 $11.76 $17.00 $(5.24) Coffee Refresh/ per gallon $82.00 10 $820.00 $180.40 $1,000.40 $41.68 $1,042.08 $5.21 $17.00 $(11.79) 8/12/2010 Continental Breakfast $23.00 200 $4,600.00 $1,012.00 $5,612.00 $233.80 $5,845.80 $29.23 $26.00 $3.23 Modified addition, Frittatas $9.25 200 $1,850.00 $407.00 $2,257.00 $94.03 $2,351.03 $11.76 $17.00 $(5.24) Coffee Refresh/ per gallon $82.00 9 $738.00 $162.36 $900.36 $37.51 $937.87 $4.69 $17.00 $(12.31) 8/13/2010 Continental Breakfast $23.00 200 $4,600.00 $1,012.00 $5,612.00 $233.80 $5,845.80 $29.23 $26.00 $3.23 Modified addition, Yogurt $9.25 200 $1,850.00 $407.00 $2,257.00 $94.03 $2,351.03 $11.76 $17.00 $(5.24) Coffee Refresh/ per gallon $82.00 7 $574.00 $126.28 $700.28 $29.17 $729.45 $3.65 $17.00 $(13.35) TOTAL F&B COSTS: $36,706.52 DESPOSIT DUE: $23,416.05
  • 7. Date: May 21, 2011 Location: Embassy Suites, Sacramento UC Emp Residence PROJECTED ACTUAL FEES # HOTEL (resort, park, SPEAKER Yes/No City/State HON TRAVEL MEALS NITES bag) $ HOTEL TOTAL HON TRAVEL MEALS1 Steven Brass, M.D., M.P.H. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.002 Charles DeCarli, M.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.003 Fredric Gorin, M.D., Ph.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.004 Bjorn Erik Oskarsson, M.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.005 Michael A. Rogawski, M.D., Ph.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.006 Piero Verro, M.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.007 Vicki L. Wheelock, M.D. 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL SPEAKER COSTS $0.00 $0.00 $0.00 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 FEES # HOTEL (resort, park, OCME STAFF HON TRAVEL MEALS NITES bag) $ HOTEL TOTAL HON TRAVEL MEALS1 Yes 0.00 0.00 0.00 0 $0.00 0.00 0.00 0.00 0.00 0.002 Yes 0.00 0.00 0.00 0 $0.00 0.00 0.00 0.00 0.00 0.003 Yes 0.00 0.00 0.00 0 $0.00 0.00 0.00 0.00 0.00 0.004 Yes 0.00 0.00 0.00 0 $0.00 0.00 0.00 0.00 0.00 0.00 TOTAL STAFF COSTS $0.00 $0.00 $0.00 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 GRAND TOTAL $0.00 $0.00 $0.00 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Speaker Costs
  • 8. ACTUAL STAFF OVERTIME ALLOCATION CME STAFF HOURS O/T PAY (inc fringe)Larry JacinthNatoshia Benvenuti0TOTAL $0.00 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Speaker Costs
  • 9. UAL HOTEL TOTAL 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 $0.00 HOTEL TOTAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 $0.00 $0.00 $0.00 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Speaker Costs
  • 10. file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Speaker Costs
  • 11. COMMERCIAL SUPPORT and EXHIBIT SUMMARYNeurology Update Date: May 21, 2011 Amt Pending LOA or DATE AMOUNT Exhibit Exhib Fee Com Sup Exhib CHECK # REC RECDNOTES COMPANY NAME OF REP EMAIL ADDRESS (Y/N) Conf RECEIVED COMMERCIAL SUPPORT Avanir Scott Siegert ssiegert@avanir.com 3000 3/18/11 54152 $3,000.00 EXHIBIT FEES 02/28/11 Athena Diagnostics Ona Saras ona.saras@athenadiagnostics.com 1500 04/07/11 Allergan Amanda Jason jason_amanda@allergan.com 1500 4/7/11 74711 $1,500.00 03/30/11 Biogen grantsoffice@biogenidec.com 1500 4/15/11 514816 $1,500.00 04/14/11 Genetch Katharina Kepus kkepus@gene.com 1500 4/14/11 6013523 $1,500.00 05/17/11 Registry of Physician Specialists Faviola Ribeiro fabiola@mdregistry.org 1500 5/18/11 CC $1,500.00 02/28/11 Teva Jonica Eberbach jonica.eberbach@tevaneuro.com 1500 5/16/11 100013412 $1,500.00 04/15/11 boehringer-ingelheim Michele Pettengill 1000 michele.pettengill@boehringer-ingelheim.com 03/18/11 Ipsen Paulette Jacobson Paulette.jacobson@ipsen.com 750 05/11/11 Medtronic Webb Stallings webb.r.stallings@medtronic.com 1500 04/07/11 Pfiser Mark Murphy jennifer.pagador@kingpharm.com 1500 APPROVED PENDING 02/28/11 GSK Jimmie Dougan jimmie.dougan@gsk.com 02/28/11 Novartis Nancy Montanana nancy.montanana@novartis.com DENIED Abbott - 5-3 Biogen 3-25 Eisai 3-25 Lilly - grant 3-29 sanofi-aventis 5/10 back out exhibit Todd Owre todd.owre@sanofi-aventis.com UCB - 4-1 16750 Received $10,500.00 TOAL EXPECTED $16,750.00 08/31/2011 Page 6 of 7 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xlsCommercial Supprt
  • 12. Hotel Invoice BreakdownNeurology UpdateDate: May 21, 2011 Location: Embassy Suites, Sacramento PROJECTED date date date date TOTALS $/personFACILITYRoom Block: 0 rooms ( 20% slippage, rooms min)Room Pick-Up: rooms Meeting Room Rental 0.00 0.00 Audio Visual Equipment 0.00 0.00 Breakfast: 0.00 0.00 Lunch: 0.00 0.00 Dinner: 0.00 0.00 Breaks: 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 0.00Tips: Banquet Staff 0.00 0.00 Bell Staff (equipment loading/unloading) 0.00 0.00Other: Exhibit Tables ( @ $ ea) 0.00 0.00 Staff Meals 0.00 0.00 Speaker Amenities (VIP) 0.00 0.00 0.00 0.00BANQUET SUBTOTAL 0.00 0.00Sleeping Rooms: Speakers 0.00 0.00 CME Staff 0.00 0.00SLEEPING ROOM SUBTOTAL 0.00 0.00Hotel Business Center: 1. 0.00 0.00 2. 0.00 0.00Special Activity: (if paid on facility invoice) 1. 0.00 0.00 2. 0.00 0.00FACILITY SUBTOTAL 0.00 0.00 Less: Deposits 0.00 0.00 Less: Comped Rooms (1 per 50) 0.00 0.00 Plus: Attrition 0.00 0.00TOTAL FACILITY EXPENSES $0.00 $0.00
  • 13. COMPARISON REPORT: Neurology Update FISCAL YEAR 2006/2007 2007/2008 2008/2009 2009/2010 DATES OF PROGRAM LOCATION ENROLLMENT:MD ENROLLMENTSOTHER ENROLLMENTSTOTAL ENROLLMENTSCME HOURSMD FEE (highest fee before rate increase)SPECIAL EVENTS INCOMEVARIABLE COST/PERSON INCOME:REGISTRATION $0.00 $0.00 $0.00 $0.00COMMERCIAL SUPPORT $0.00 $0.00 $0.00 $0.00EXHIBIT FEESOTHERLESS (REFUNDS/SERVICE FEES) $0.00 $0.00 $0.00 $0.00TOTAL INCOME $0.00 $0.00 $0.00 $0.00 EXPENSES:AUDIO-VISUAL $0.00 $0.00 $0.00 $0.00FACILITY: (DAYS OF THE PROGRAM) $0.00 $0.00 $0.00 $0.00ROOM BLOCK TOTAL 0 0 0 0ROOMS PICKED UP 0 0 0 0ATTRITION $0.00 $0.00 $0.00 $0.00SPECIAL EVENTS EXPENSE $0.00 $0.00 $0.00 $0.00MARKETING EXPENSE $0.00 $0.00 $0.00 $0.00# BROCHURES PRINTED/DATE, WKS OUT $0.00 $0.00 $0.00 $0.00MARKETING COST PER PIECE $0.00 $0.00 $0.00 $0.00COURSE MATERIALS $0.00 $0.00 $0.00 $0.00SPEAKER EXPENSE $0.00 $0.00 $0.00 $0.00MISCELLANEOUS $0.00 $0.00 $0.00 $0.00TOTAL DIRECT EXPENSES $0.00 $0.00 $0.00 $0.00INDIRECT EXPENSES CHARGED TO BDGT $0.00 $0.00 $0.00 $0.00TOTAL EXPENSES $0.00 $0.00 $0.00 $0.00TOTAL INCOME $0.00 $0.00 $0.00 $0.00NET GAIN/LOSS $0.00 $0.00 $0.00 $0.00Cost absorbed by OCME $0.00 $0.00 $0.00 $0.00Profit/Loss to Department $0.00 $0.00 $0.00 $0.00Profit/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 largest screen that will fit in room R n, ta iser ur m e bl w ct dium ics fo ith Le o r 6 pa th , p an ne r wi ble d l se l ta 3 Ri al speakers must be able to see the screen from podium and panel sm ic m LCD 4X4 TABLE WITH STAND MIXER ON IT NEXT TO LIGHT SWITCHES - 1 CHAIRwater, pens, paper and candy on each tableRegistration: 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 areaExhibits - in pre-function area around perimeter. 15 six foot tables, skirtedF&B in center
  • 15. Neurology UpdateDate: May 21, 2011Location: Embassy Suites, Sacramento General Total A/V Type Price Session Lunch Quanity TotalData LCD Projector We provideScreen 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 UpdateDate: May 21, 2011Location: Embassy Suites, SacramentoMeeting Planner: Kimber Chavez , phone 916-734-1394, fax 916-734-0776UC Davis Health System Continuing Medical EducationPO #UCD 0XX-XXXXXX for master bill (room and tax only) add parking and/or resort fee if it appliesRoom 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 rateRoom Rates: Single/double $219 + 10% tax @ $0.00 = $240.90 Comps 1:50Submitted 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 RateSPEAKERS 0Vicki L. Wheelock, M.D. 0Steven Brass, M.D., M.P.H. 0Charles DeCarli, M.D. 0Fredric Gorin, M.D., Ph.D. 0Michael A. Rogawski, M.D., Ph.D. 0Piero 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 UpdateDate: 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 dateCourse chair planning mtg: prev yr Faculty letter/forms senteval, needs assess doc, OCME 400 04/16/10 100 02/10/11ACCME 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 hotelCourse title/date to CME cal 361 05/25/10 (inc fakes) 70 03/12/11 Standard 3.10, 3.12 Start discussions for next yearsPO set up/deposit paid 359 05/27/10 venue/program 65 03/17/11CME application received (parts I, Faculty comp agr, disclosure, biosII, 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, AVProjected budget 335 06/20/10 Element 3.1-.2; Standard 3.1, 3.3, 3.13 needs to hotel 45 04/06/11Agreement letter, proj budget, Syllabus info/outstanding formsACCME standards to chair 344 06/11/10 Element 3 email sent 40 04/11/11Highlights 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, .4Faculty credentials/ contact infofrom chair 229 10/04/10 Prepare signs 17 05/04/11 Syl prep: info, accred (to reg forProgram draft from chair 229 10/04/10 certs), disclos, ackn, eval 16 05/05/11 Element 2.3-.4, 3.3; Standard 6Accreditations: Prepare aps/pay by 228 PPTs to course syl folder (allow 5cc or request check 10/05/10 days to prep for printer) 13 05/08/11Draft in Word blank bro: Confirm Comp agree/speaker budget tomission stmt, disclosure, accred, 225 10/08/10 travel asst. 14 05/07/11target aud, learner objec Element 1.1-.2, 2.31st display fee request letters sent/ Independent review of syl content/enter online grant aps 200 11/02/10 reviewer disclosure 10 05/11/11Marketing plan: mail lists, Syl to printer (5 days to print + 4brochure quantity 190 11/12/10 bus days to ship} #______ 10 05/11/11Brochure draft proofed by VH, PS, 11/17/10 Meet w/registrar for specialGW and CR 185 instructions (tickets, badges) 9 05/12/11Bro 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 equipmentSign off blueline #_______ 150 12/22/10 and syllabus 5 05/16/11Broch mailed, 1st push (6 mo out) {4 mo out for 140 11/27/10 Final F&B guarantee #______ 4 05/17/11local)Broch mailed, 2nd push (4 mos Local programs: load van, out the Don’t forget cash, thank you cards, businessout) {local 2.5 mo) 112 01/29/11 door!! 1 05/20/11 cards, post program eval1) UCD vehicle reservation Program set up day:2) UCD parking Starts on: Ends on:3) Airfare/car rental 4) 120 01/21/11Travel Insurance 08/31/2011 file:///home/pptfactory/temp/20110831155232/neuro11-110831105229-phpapp01.xls Pre Program Monitoring
  • 18. COURSE TITLEDate: May 21, 2011 Location: Embassy Suites, Sacramento 09/14/08Final room pick up Financial agreement:AttritionFinal reg #Grant income Signed/countersigned LOAs on fileCash 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 budgetRevised 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 3.13budget to travel asst grants. UC Davis speakers honorarium paidEvals to John w/ final numbers 5 09/19/08 Element 2.4 47 10/31/08 Element 3.2 if applicableFinal PPT CD and final SYL CD in 5 09/19/08 Next years facility confirmed 56 11/09/08historical fileOutside 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 UCs) chairCheck on outstanding travel 15 09/29/08 Element 3.2 Final budget complete 70 11/23/08 Element 3.2Check on outstanding Budget comparison report 15 09/29/08 Element 3.2, Standard 3.13 70 11/23/08 Element 3.2grants/display fees completedSubmit all post program grant 28 10/10/08 Element 3.2, Standard 3.13 Final budget to chair 84 12/07/08 Element 3.2reports and budgetsEval report rcvd, copies to course Transfer funds, copy of DaFIS doc 30 10/14/08 Element 2.4 88 12/11/08 Element 3.2chair & OCME mgr to fileRegistration 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

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