3. 00083,0009/12/622/7/895630# of Records10Total
Salary971,000Average Salary97,100Max Age64Min
Age46Average Service15.6
&F
&A &D
&T
Filter AdvanceValuation
Date1/1/19SalaryAge>80000<40Employee
Database>80000>50IDNameSalaryPY SalaryDate of BirthDate
of
HireAgeService50001Klendshoj,Roxanne110,000101,0003/5/70
3/2/90482950002Woolley,Jeanne
M99,00091,0003/2/549/3/1632250003Bartho,Jerome
Fion98,00090,0005/9/561/3/04621550004Benson,Scott
G97,00089,0009/9/5510/9/1163750005Aho,Diane96,00088,0006
/8/703/5/1048950006Larson,DeeAnn
Smith65,00087,0003/2/611/3/97572250007Nelson,Susann100,00
092,00012/12/548/23/89642950008Asche,Tracy
A93,00085,00011/2/5812/9/1760150009Carlson,Robert
Lee22,00084,0008/27/548/29/98642050010Donovan,Richard91,
00083,0009/12/622/7/895630
&F
&A &D
&T
Age DistAge DistributionAgeHistogramCountless than 400at
least 40 but less than 50♣♣2at least 50 but less than 60♣♣2at
least 60 but less than 63♣♣♣3at least 63 but less than 65♣♣♣3at
least 650Valuation Date1/1/17Employee
DatabaseIDNameSalaryPY SalaryDate of BirthDate of
HireAgeService50001Klendshoj,Roxanne110,000101,0003/5/70
3/2/904627B50002Woolley,Jeanne
M99,00091,0003/2/529/3/14642E50003Bartho,Jerome
Fion98,00090,0005/9/541/3/026215D50004Benson,Scott
G97,00089,0009/9/5310/9/09637E50005Aho,Diane96,00088,000
6. the same year,
then the rate of
4.00% is used to
determine the annuity value
20194.00%2020202120222023202420252026202720282029203
020312032Current Year infoContract YearRate20194.00%
&F
&A &D
&T
Interest Rate
Rate1 2014 2015 2016 2017 2018 2019
6.5000000000000002E-2 7.2499999999999995E-2
6.5000000000000002E-2 0.04 4.4999999999999998E-2
0.04 Year
Rate
StatementBenefit StatementNameDiane AhoDate of
Birth6/8/72Date of Hire3/5/12Date of Participation7/1/13Date
of Normal Retirement7/1/37Salary96,000Age last
birthday46Service since the participation date5.5000Annual
Benefit10,560.00Early Retirement factor0.43Early Retirement
Benefit4,540.80Annuity purchase value84,839Retirement
Goal960,000Achieved Goal Percentage8.84%The Statement is
prepared on May 10, 2019Identification Number --- input
item50005
&F
&A &D
&T
Calculation for Statement50005Date of Birth6/8/72date of
7. participation7/1/13Aho,DianeDate of Hire3/5/12Date of Normal
Retirement7/1/37find","4annuiversary3/4/13Salary96000#9Valu
ation Date1/1/19Age last birthday46065th Bday7/1/37Service
since the participation
date5.5ERROR:#VALUE!5th7/1/18Annual
Benefit10560DianeEarly Retirement factor0.4319DianeEarly
Retirement Benefit4540.8AhoAnnuity purchase
value84838.8937393481
1
2
3
4
5
6
A
B
C
D
Current Age
Annual Benefit
Interest Rate
Life Annuity
Dynesha Lewis
Walden University
PUBH: 6129
03/10/2019
Yellow Fever In South America (Paraguay)
Purpose and Audience
8. Yellow Fever outbreak in Brazil is a serious health concern
Paraguay is among the risk nations of transmission As such, it
is crucial to look at this issue to devise proper preventive
approaches
The primary purpose of this presentation is to evaluate the
preventive measures and policies of Yellow Fever in Paraguay
The audience comprises the Ministry of Health, Internal
Security, and Immigration Department of Paraguay officials
Geographical Location and Map of Paraguay
Paraguay is nation is South America
Located between Bolivia, Brazil, and Argentina
Its capital city is Asuncion
Health Profile of Paraguay
Total Population (2019)
6,811, 000
Life Expectancy at birth m/f (2016)
72/76
Gross National Income Per Capita ($)
7,640
Dying probability under the age of five (per a thousand births in
2017)
21
Dying probability between 15-60 years m/f (per a thousand
population in 2016)
165/125
Main causes of death
Coronary heart disease, Diabetes Mellitus, Stroke, Kidney
Disease, Influenza & Pneumonia
Total expenditure on health as a percentage of GDP (2015)
9.8
9. Total health expenditure per capita in dollars (2015)
Description of the Health Issue
No human cases of Yellow Fever have been reported in
Paraguay
However, the country is at high risk of transmission Brazil is
currently experiencing a seasonal period for Yellow Fever until
May and
13 human cases have been confirmed since December 2018 to
January 2019
Being a neighbor to Brazil, Paraguay is at significant risk
Travelers from Brazil can bring the disease into Paraguay
Description of the Health Issue Cont’
The impact of the outbreak can be massive
Can result in human deaths
Adversely impact economic progress
Increase the DALY of the nation
Therefore, it is crucial to develop an effective preparedness and
response strategy
The Yellow Fever vaccine requirements for travelers by the
state is a great approach
But, more surveillance, awareness, and vaccination are needed
to curb this health issue
SDG related Index for Paraguay
Paraguay scored 59.3% in the 2018 SDG Index ranking
The nation has made considerable milestones in implementing
SDGs over the past decade
However, the score is lower than the neighbors Brazil (64.4)
and Argentina (66.8)
Paraguay needs to speed up the implementation to improve the
10. lives of Paraguayans
Conclusion
Yellow Fever is a dangerous disease
The current outbreak in Brazil poses a significant transmission
threat to Paraguay
All health, immigration, and security officials should come
together to establish an appropriate preparedness and response
strategy to this menace
Yellow Fever vaccines requirements for travelers, awareness,
and early vaccination can assist address this concern
References
Barnett, E. D., Wilder-Smith, A., & Wilson, M. E. (2008).
Yellow fever vaccines and international travelers. Expert review
of vaccines, 7(5), 579-587.
Jentes, E. S., Poumerol, G., Gershman, M. D., Hill, D. R.,
Lemarchand, J., Lewis, R. F., ... & Monath, T. P. (2011). The
revised global yellow fever risk map and recommendations for
vaccination, 2010: consensus of the Informal WHO Working
Group on Geographic Risk for Yellow Fever. The Lancet
infectious diseases, 11(8), 622-632.
WHO (2019). Yellow fever – Brazil. Retrieved from
https://www.who.int/csr/don/11-february-2019-yellow-fever-
brazil/en/
Map retrieved from
https://www.google.com/search?q=paraguay+map&tbm=isch&so
urce=iu&ictx=1&fir=agtkH90wy_kZ3M%253A%252CdcQGrbJv
dWW1YM%252C_&vet=1&usg=AI4_-
kSDkQD_rZYeIe6zIGFmw457IixBRA&sa=X&sqi=2&ved=2ahU
KEwiJy5SamffgAhVlx1kKHWEEC2sQ9QEwCXoECAUQFg#im
grc=agtkH90wy_kZ3M:
11. Click to edit Master title style
3/10/19
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
Click to edit Master title style
Click to edit Master subtitle style
3/10/19
12. Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
Click to edit Master title style
3/10/19
Click to edit Master title style
Click to edit Master text styles
3/10/19
Click to edit Master title style
Click to edit Master text styles
Second level
Third level
Fourth level
13. Fifth level
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
3/10/19
Click to edit Master title style
Click to edit Master text styles
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
Click to edit Master text styles
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
3/10/19
14. Click to edit Master title style
3/10/19
3/10/19
Click to edit Master text styles
Click to edit Master title style
Click to edit Master text styles
Second level
Third level
Fourth level
15. Fifth level
3/10/19
Click to edit Master title style
Click to edit Master text styles
Click icon to add picture
3/10/19
Click to edit Master title style
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
3/10/19
16. Click to edit Master title style
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
3/10/19
Yellow Fever in Paraguay
Dynesha Lewis
Amany Refaat
PUBH 6129
04/14/2019
1
17. The Vulnerable Population in Paraguay
Non-vaccinated Paraguayans are more vulnerable than
vaccinated Paraguayans.
Geographical factors influence vulnerability. Individuals living
in mosquito-infested regions are more vulnerable as the disease
is spread through mosquito bites.
Age makes individuals more vulnerable. Children below the age
of 7 and older individuals over 65 years of age are twice likely
to die from Yellow fever (Vasconcelos, 2018).
2
Continued….
Genetics also influence vulnerability. Caucasians are 7-times
likely to die from Yellow Fever due to certain aspects of their
immune system (Vasconcelos, 2018).
Life style also predisposes an individual. Travelling to regions
such as Sub-Saharan Africa and Central America predisposes a
person to the disease (Yellow fever in Paraguay, 2018). These
regions predisposes a person to contracting Yellow Fever.
Health Communication Strategies
The Paraguayan Ministry of Health has each year coordinated
vaccinations against Yellow Fever. This is usually done at the
local level (Yellow fever in Paraguay, 2018).
The public is sensitized about the need for vaccination by the
ministry.
The ministry has also been overseeing that individuals getting
into the country are vaccinated against Yellow Fever two weeks
before entering it (Yellow fever in Paraguay, 2018).
Continued….
18. The Paraguayan Red Cross (PRC) has also been responding and
sensitizing the public about Yellow Fever.
It has also provided individuals in high risk areas which safety
nets against mosquitoes (Yellow fever in Paraguay, 2018).
It has established regional offices where any cases and
developments are reported and acted on.
Evidence of Effectiveness
The first case broke out in 2008 and there were 28 reported
cases in the same year.
By 2014, the country was declared formally free of the endemic
disease.
The progress was attributed to the public sensitization by the
Paraguayan Ministry of Health and Paraguayan Red Cross.
Continued…
For the long-term, more parties need to be involved. The
Paraguayan ministry of health and the Red Cross need to
employ modern communication strategies.
Owing to the fact that the country has a population of slightly
more than 5million people, mobile communication and creation
of an online resource center can be more helpful.
The public will have an access to resourceful information to act
on.
References
Vasconcelos, P. (2018). Yellow fever. International Journal of
Infectious Diseases 73(1), 79-91.
Yellow fever in Paraguay. (2018, June 21). Retrieved from
World Health Organization:
https://www.who.int/ith/updates/2008_02_24/en/
19. Valuation Date 1/1/2019
ID Name Salary PY Salary Date of Birth Date of Hire
50001 Klendshoj,Roxanne 110,000 101,000
3/5/1972 3/2/1992
50002 Woolley,Jeanne M 99,000 91,000
3/2/1954 9/3/2016
50003 Bartho,Jerome Fion 98,000 90,000
5/9/1956 1/3/2004
50004 Benson,Scott G 97,000 89,000
9/9/1955 10/9/2011
50005 Aho,Diane 96,000 88,000 6/8/1972
3/5/2012
50006 Larson,DeeAnn Smith 95,000 87,000
3/2/1963 1/3/1999
50007 Nelson,Susann 100,000 92,000
12/12/1954 8/23/1989
50008 Asche,Tracy A 93,000 85,000
11/2/1958 12/9/2017
50009 Carlson,Robert Lee 92,000 84,000
8/27/1956 8/29/2000
50010 Donovan,Richard 91,000 83,000
9/12/1962 2/7/1989
Employee Database
Final - 201.xlsx
Record 1 of 6
4/29/2019
6:13 PM
24. Year Rate
2012 4.00%
2013 7.50%
2014 6.50%
2015 7.25%
2016 6.50%
2017 4.00%
2018 4.50%
2019 4.00%
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
Contract Year Rate
2019 4.00%
Interest Rate
For example, if a
plan is
terminated in
2019 and the
annuity contract
25. is purchased in
the same year,
then the rate of
4.00% is used to
determine the
annuity value.
The rate in a
year is used to
calculate
annuity value for
the contracts
made in that
year.
Current Year Info
0.00%
2.00%
4.00%
6.00%
8.00%
2014 2015 2016 2017 2018 2019
R
at
e
26. Year
Interest Rate
Final - 201.xlsx
Rate 5 of 6
4/29/2019
6:13 PM
Point Value
Name Diane Aho 12
Date of Birth 6/8/1972 1
Date of Hire 3/5/2012 1
Date of Participation 7/1/2013 5
Date of Normal Retirement 7/1/2037 5
Salary 96,000 1
Age last birthday 46 2
Service since the participation date 5.5000
5
Annual Benefit 10,560.00 3
Early Retirement factor 0.43 5
Early Retirement Benefit 4,540.80 1
Annuity purchase value 84,839 1
Retirement Goal 960,000 1
Achieved Goal Percentage 8.84% 1
6
50
27. Identification Number --- input item 50005
Benefit Statement
The statement is prepared on May 10, 2019
Final - 201.xlsx
Statement 6 of 6
4/29/2019
6:13 PM
Please name your workbook as
“YourLastName FirstName Final.xlsx”
It is very important to follow this naming convention when you
name your workbook, and also to follow the naming rules
whenever applicable in the test described below. I will deduct a
point for each incidence that you do not follow these guidelines.
But I might deduct a lot more points if you do not follow these
naming guidelines on a major part. Deduction for lateness is 2
points per hour (or partial hour) after the due time.
The final is 100 points in total. The percentage shown for each
part is the percentage of the total final points for that part.
For each part or subpart, if it does not work, you might not get
any partial credit for it, even though you have done some work.
Description: The plan is scheduled to be terminated as of the
valuation date and the plan is to purchase immediate annuity
contracts for all participants. Please see the handouts for details
and for clarification about each part or each step.
28. Part I - The Test Workbook (5% in total with 1% for each 2
points below): Set up the workbook. Special requirements are:
· Name the workbook as indicated above
· Create the following sheets: Record; Qx; Rate; Annuity; Age
Dist; Statement. The workbook should also include three more
sheets (“Sort DB”, “Filter DB”, “Filter Advance”) created from
Part II.
· Hide unnecessary information for intermediate calculations
properly
· When printing each sheet, the bottom of the page should show
a) The workbook name and sheet name
b) The date and time
· However, if you have a link to other workbooks, you will get 0
point for Part I.
Part II - Employee Database (10% in total with 1% for each 2
points below): Create 10 records and format them properly.
Some requirements are:
· Create 10 records on the sheet "Record". The records should
be the same as in the sample.
· Other than the additional fields for Age and Service and the
fields (and information on valuation date) in the sample, you
can not have anything else on this sheet. You can create
something else (on other sheets if needed), and hide it before
your turn in the test. You could have another sheet for
intermediate calculations if needed.
· Format the sheets and records as in the example.
· Name should have the input format “LastName,FirstName”.
Please keep in mind that there is no space between the last name
and first name.
· There could be a middle name or a middle name initial. It is
also possible some records do not have middle name at all.
· You need to add two more fields to the handout: Age and
Service.
· Calculate the age at last birthday as of the valuation date (4
points)
29. · Calculate service and round it to the nearest integer. Service is
the elapse time from hire date to valuation date. You can
estimate it by dividing the number of days by 365.25 for
simplification. (2 points)
· Sort the database (one sort) by Age last birthday (descending)
then by Name (ascending). Keep the sorted one on a separate
sheet, called “Sort DB”. (3 points)
· Make a copy of the records on a separate sheet, called “Filter
DB”. (the total is 15 points with the breakdown below.)
· Set up a filter on the database and have a section for summary
information for each potential filter. (6 points)
· Summary information includes the number of records, total
salary, average salary, maximum age, minimum age, average
service. (7 points)
· Make a copy of the records on a separate sheet, called “Filter
Advance”. Show only records with Age>50 or Age<40, and
Current Year Salary > 80,000 using “Advanced Filter”
approach. Do not hide anything on the sheet. (7 points)
· Do not hide the criteria. If you do, I will deduct additional 2
points for it.
· Set the print range properly so that it is printed on one page
nicely.
Part III - Age by Service with Salary Information (20% in
total): There should be two sheets in Part I. The first sheet is
meant to be the employee database, called Record. The second
sheet is for the distribution, called Pivot Table.
You can re-create the records on the Record sheet as shown in
the sample.
Use Pivot Table to generate the Age by Service distribution
with total two-year salary, based on the Employees Database.
Other requirements include:
· Generate a distribution of Age by Service with count and the
30. sum of total salary and total PY salary.
· Format the table nicely. The format of the table should match
that as shown in the example as close as possible, but the
numbers might be different.
· The fields Age and Service are considered as part of the
database. Other than that, the database cannot be modified. For
example, you cannot insert any other additional fields.
Part IV – Immediate Annuity Calculation (20% in total with 1%
for each 2 points below): Calculate the annuity value on sheet
Annuity. Special requirements and instructions are as follows:
· For Sheet Annuity, format (or merge cells if necessary) all
cells as in handout.
· Age should be linked to the one on sheet Statement.
· Annual Benefit should be equal to Early Retirement Benefit on
sheet Statement.
· Interest Rate should come from sheet Rate, using one of the
lookup functions (Index, Match, Vlookup, etc.)
· Contract Year should come from “Contract Year” on sheet
Rate.
· Some concepts needed for the calculation of Qx, px, tpx and
Discount value are:
i. i is the interest rate used to discount the cash flows
ii. v is the interest discount factor
iii. qx = mortality rate at age x
iv. px = Surviving probability at age x
v. tpx = Surviving probability starting age x for t years
vi. Discounted Value: It is the discounted value of tpx.
· Calculation: Some basic formula are:
i. v = 1/(1 + i)
ii. px = 1 – qx
iii. tpx =1 for the first year and tpx = prior year px * prior year
tpx
iv. Discounted Value = tpx * v to the proper power t, where t is
0 for the first year, 1 for the second year, 2 for the third year,
etc.
31. v. Annuity factor is the sum of all the discounted values.
vi. Annuity value is the product of annuity factor times the
annual payment.
· Make sure all columns should always run from current age
through age 120.
· Remember that the age column is worth 10 points. (Hint: It
should have some IF functions in order to work properly)
· Freeze the panes properly.
· You can set the printing to be on 3 pages in a portrait layout,
and the heading rows should be on all three pages.
· You can not have any hard coded numbers after the column
headings for the table.
· The highlighted cells are input cells.
· See handout for the point value distribution.
Part V – Curve for Historical Interest rates Graph (20% in total
with 1% for each 2 points below): The graph shows the progress
of the historical interest rates. Some requirements are:
· The sheet should have a table of the interest rates (see the
sample). The years may run more than 20 years, but the rates
might not fill up the whole column in that table since we do not
know all of those rates.
· The sheet should have the current year summary information
as in the sample. Year is an input item while the rate should
match the corresponding one in the table.
· y-axis: Rate, which should be linked to the column heading for
rates. (1 point)
· x-axis: Year, which should be linked to the column heading
for years. (1 point)
· The title is “Interest Rate”, which should be linked to the box
with that text. (2 point)
· The curve shows the interest rate for the last six years. The
curve should be dynamic in the sense that when you add one
year rate, the graph should update automatically. (25 points)
You earn any of the points for this part if the requirements
below are not followed:
32. · You have to use Offset functions to define Named Ranges
· You have to use your name as part of those named ranges.
· You have to use those named ranges as chart series in your
chart.
· The chart should be located on sheet Rate.
· The overall appearance and everything else will be awarded
the remaining. (6 points in total )
· Highlighted cells (green) are the input information and are
hard coded.
· When applicable, you have to have your last name as part of
the range name if you ever define a range name. The deduction
for not doing that is at least 10 points.
Part VI - Benefit Statement (25% in total with 1% for each 2
points below): Create the statement as indicated in the example.
Requirements are:
· Create the statement on Sheet "Statement" that is to be
distributed to each plan participant.
· ID (highlighted cell) is an input cell (hard coded). You should
use this information to locate and/or calculate other information
on the sheets.
· Name should be "FirstName LastName". For the first record,
for example, it is "Roxanne Klendshoj" (10 points)
· Date of Participation: 1/1 or 7/1 on or following the first
anniversary of employment. (4 points)
· Date of Normal Retirement: The first day of the month on or
following the later of 65th birthday or the 5th anniversary of
participation (5 points)
· Age last birthday: It is the age on his last birthday as of the
valuation date (2 points)
· Service since the participation date (Service): It is the
completed years and months since the date of participation as of
the valuation date. (5 points)
· Annual benefit: It is also called as Accrued Benefit or accrued
benefit at normal retirement date. It is equal to 2% * Salary *
Service (2 points)
33. · Early retirement factor: ERF is 100% reduced by 3% for each
whole year (or a partial year) that the age at valuation date
precedes his normal retirement age (or that the valuation date
precedes the normal retirement date). But it should never be less
than 0. (5 points)
· Early retirement benefit = Accrued benefit * ERF (1 point)
· Annuity purchase value: It is the annuity value calculated on
sheet Annuity. (1 point)
· Retirement Goal = 10 times salary (1 point)
· Achieved Goal Percentage = Annuity purchase value divided
by the goal (1 point)
· The preparation date is the 8th working day in May in the
contract year. By the way, there are no Federal holidays in May
other than the memorial holiday. The year should come from
“Contract Year” on sheet Rate. (6 points)
· You can not hard code any numbers. Everything must be
linked to the database and annuity calculation.
