DEPARTMENT OF HEALTH AND HUMAN SERVICES

ADMINISTRATION FOR CHILDREN AND FAMILIES

HELP GUIDE

FUNCTIONAL MODEL

COST/BENEFIT ANALYSIS ILLUSTRATED

FOR CHILD SUPPORT ENFORCEMENT SYSTEMS

MAY 2000

Revised MARCH 2001

[Change sheet]{.smallcaps}

  ------------ ----------------------------------------------------------
  Date         Change

               

  March 9,     The Functional Benefit Model application has been
  2001         redesigned from the original five data bases or files,
               which were titled *[NewMainMenu.xls]{.underline},
               [Costs.xls]{.underline}, [Benefits.xls]{.underline},
               [Summary.xls]{.underline}, and
               [CBSummary.xls]{.underline},* into a single file titled
               *[Functional Model V2.xls]{.underline}*

               The opportunity to save input data after selecting
               'Return' from *[NewMainMenu.xls]{.underline},
               [Costs.xls]{.underline}, [Benefits.xls]{.underline},
               [Summary.xls]{.underline}, and
               [CBSummary.xls]{.underline}*, menus' has been eliminated.
               The only opportunity to save will be on 'Exit' from
               *[Functional Model V2.xls]{.underline}*
  ------------ ----------------------------------------------------------

[Table Of Contents]{.smallcaps}

Benefit Analysis - Functional Model
[4](#benefit-analysis---functional-model)

Introduction [4](#introduction)

Model Description [4](#model-description)

Functional Benefit Model Spreadsheets
[5](#functional-benefit-model-spreadsheets)

Functional Benefit Model Tutorial
[5](#functional-benefit-model-tutorial)

Input Cost Data [5](#functional-benefit-model-tutorial)

Input Benefits Data [13](#input-benefits-data)

Review Benefits Summary Data [20](#review-benefits-summary-data)

Review Costs Benefits Summary Data
[25](#review-costs-benefits-summary-data)

Exit Costs Benefits Application [33](#exit-costs-benefits-application)

References [35](#references)

[Table Of Figures]{.smallcaps}

Figure 1-1. Main Menu [5](#main-menu)

Figure 1-2. Cost Menu [6](#cost-menu)

Figure 1-3. Input Cost Data Option [7](#input-cost-data-option)

Figure 1-4. Input Non Recurring Cost Data
[8](#input-non-recurring-cost-data)

Figure 1-5. Input Recurring Cost Data [9](#input-recurring-cost-data)

Figure 1-6. Print Cost Data Option [10](#print-cost-data-option)

Figure 1-7. Print Cost Data [11](#print-cost-data)

Figure 1-8. Return to Cost Menu [12](#return-to-cost-menu)

Figure 1-9. Return to Main Menu [13](#return-to-main-menu)

Figure 1-10. Benefits Menu [14](#benefits-menu)

Figure 1-11. Input Benefits Data Option
[15](#input-benefits-data-option)

Figure 1-12. Input Benefits Data [16](#input-benefits-data-1)

Figure 1-13. Print Benefits Data Option
[17](#print-benefits-data-option)

Figure 1-14. Print Benefits Data [18](#print-benefits-data)

Figure 1-15. Select Benefits Data Option
[19](#select-benefits-data-option)

Figure 1-16. Return to Main Menu [20](#return-to-main-menu-1)

Figure 1-17. Benefits Summary Menu [21](#benefits-summary-menu)

Figure 1-18. Print Benefits Summary Data Option
[22](#print-benefits-summary-data-option)

Figure 1-19. Print Benefits Summary Data
[23](#print-benefits-summary-data)

Figure 1-20. Return to Benefits Summary Menu
[24](#return-to-benefits-summary-menu)

Figure 1-21. Return to Main Menu [25](#return-to-main-menu-2)

Figure 1-22. Costs Benefits Summary Menu
[26](#costs-benefits-summary-menu)

Figure 1-23. Print Costs Benefits Summary Data Option
[27](#print-costs-benefits-summary-data-option)

Figure 1-24. Print Costs Benefits Summary Data
[28](#print-costs-benefits-summary-data)

Figure 1-25. Return to Costs Benefits Summary Menu
[29](#return-to-costs-benefits-summary-menu)

Figure 1-26. Print Alternative 3 Chart Data Option
[30](#print-alternative-3-chart-data-option)

Figure 1-27. Print Alternative 3 Chart Data
[31](#print-alternative-3-chart-data)

Figure 1-28. Return to Costs Benefits Summary Menu
[32](#return-to-costs-benefits-summary-menu-1)

Figure 1-29. Return to Main Menu [33](#return-to-main-menu-3)

Figure 1-30. Save Main Menu Option [34](#save-data-inputchanges-option)

## Benefit Analysis - Functional Model {#benefit-analysis---functional-model .unnumbered}

### Introduction {#introduction .unnumbered}

The Functional Model shows the relationship between discrete system
enhancements or components and the corresponding revenue increase. This
model estimates the increase in revenue and cost-savings from increased
automation, for each major PRWORA function that will be added to the new
system. This benefit model supports the benefits used in the Annual and
System Life Benefits Baseline in Chapter 2 of Companion Guide 3.

The weakness of this model is that it is sometimes difficult to
determine which enhancement is responsible for a specific amount of
revenue increase. In addition, for some enforcement techniques, there is
also the potential for counting a benefit more than once.

### Model Description {#model-description .unnumbered}

The following Table 1 provides a system map of the menus and sub-menus
of the Functional Benefit Model. The actual menus and spreadsheets are
depicted in the Functional Benefit Model Tutorial.

+---------------------+----------------+-----+-------------+---------+
| **MAIN MENU         | **SUB MENU**   | **S |             | **DATA  |
| OPTION**            |                | PRE |             | ENTRY** |
|                     |                | ADS |             |         |
|                     |                | HEE |             |         |
|                     |                | T** |             |         |
+---------------------+----------------+-----+-------------+---------+
| Costs-Profile       | Input Cost     | C   |             | Yes     |
|                     |                | ost |             |         |
|                     | Data Menu      | s-S |             |         |
|                     |                | tat |             |         |
|                     |                | us- |             |         |
|                     |                | Quo |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | Yes     |
|                     |                | ost |             |         |
|                     |                | s-A |             |         |
|                     |                | lt1 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | Yes     |
|                     |                | ost |             |         |
|                     |                | s-A |             |         |
|                     |                | lt2 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | Yes     |
|                     |                | ost |             |         |
|                     |                | s-A |             |         |
|                     |                | lt3 |             |         |
+---------------------+----------------+-----+-------------+---------+
| Benefits-Profile    | Input Benefits | Sta | Benefit 1   | Yes     |
|                     | Data Menu      | tus |             |         |
|                     |                | Quo |             |         |
|                     |                |     |             |         |
|                     |                | A   |             |         |
|                     |                | lt1 |             |         |
|                     |                |     |             |         |
|                     |                | A   |             |         |
|                     |                | lt2 |             |         |
|                     |                |     |             |         |
|                     |                | A   |             |         |
|                     |                | lt3 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 2   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 3   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 4   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 5   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 6   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 7   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 8   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 9   | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 10  | Yes     |
+---------------------+----------------+-----+-------------+---------+
|                     |                |     | Benefit 11  | Yes     |
+---------------------+----------------+-----+-------------+---------+
| Benefits-Summary    | Benefits       | B   |             | No      |
|                     | Summary Menu   | ene |             |         |
|                     |                | fit |             |         |
|                     |                | s-S |             |         |
|                     |                | tat |             |         |
|                     |                | us- |             |         |
|                     |                | Quo |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | B   |             | No      |
|                     |                | ene |             |         |
|                     |                | fit |             |         |
|                     |                | s-A |             |         |
|                     |                | lt1 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | B   |             | No      |
|                     |                | ene |             |         |
|                     |                | fit |             |         |
|                     |                | s-A |             |         |
|                     |                | lt2 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | B   |             | No      |
|                     |                | ene |             |         |
|                     |                | fit |             |         |
|                     |                | s-A |             |         |
|                     |                | lt3 |             |         |
+---------------------+----------------+-----+-------------+---------+
| Cos                 | Comparison     | CB  |             | No      |
| ts-Benefits-Summary | Menu           | A-S |             |         |
|                     |                | umm |             |         |
|                     |                | ary |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | Cha |             | No      |
|                     |                | rt- |             |         |
|                     |                | Sta |             |         |
|                     |                | tus |             |         |
|                     |                | Quo |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | No      |
|                     |                | har |             |         |
|                     |                | t-A |             |         |
|                     |                | lt1 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | No      |
|                     |                | har |             |         |
|                     |                | t-A |             |         |
|                     |                | lt2 |             |         |
+---------------------+----------------+-----+-------------+---------+
|                     |                | C   |             | No      |
|                     |                | har |             |         |
|                     |                | t-A |             |         |
|                     |                | lt3 |             |         |
+---------------------+----------------+-----+-------------+---------+

Table 1 - Functional Model Cost/Benefit Analysis Spreadsheets

## Functional Benefit Model Spreadsheets {#functional-benefit-model-spreadsheets .unnumbered}

The Microsoft Excel 97 application accompanying this guide contains
integrated spreadsheets designed for entering and summarizing Child
Support Enforcement Cost/Benefit Analysis data. The Functional Benefit
Model application has been redesigned from the original five data bases
or files, which were titled *[NewMainMenu.xls]{.underline},
[Costs.xls]{.underline}, [Benefits.xls]{.underline},
[Summary.xls]{.underline}, and [CBSummary.xls]{.underline},* into a
single file titled *[Functional Model V2.xls]{.underline}.*

### Functional Benefit Model Tutorial {#functional-benefit-model-tutorial .unnumbered}

### Input Cost Data {#input-cost-data .unnumbered}

**Step 1** - Open the *[Functional Model V2.xls]{.underline}* program to
start the application. Figure 1-1 will appear as the initial screen.
From Figure 1-1 the Analyst can:

-   Select 'Costs Profile and Go To' to access the Input Cost Data Menu,
    or

```{=html}
<!-- -->
```
-   Select 'Benefits Profile and Go To' to access the Input Benefits
    Data Menu, or

```{=html}
<!-- -->
```
-   Select 'Benefits Summary and Go To' to view the Benefits Summary
    Menu, or

```{=html}
<!-- -->
```
-   Select 'Costs Benefits Summary and Go To' to view a CBA Summary
    Menu, or

```{=html}
<!-- -->
```
-   Select 'Exit', to close the application (Go to Step 30).

For purposes of this example, select 'Costs Profile and Go To', and
continue to **Step 2**.

> ![](media/image1.png){width="5.575in" height="4.1875in"}

######### Main Menu 

**Step 2** - When 'Costs Profile and Go To' has been selected Figure 1-2
will appear as the screen. From Figure 1-2 the Analyst can:

-   Select 'Costs Status Quo and Go To' to access the input cost data
    screen where recurring and non-recurring annual costs for the Status
    Quo can be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 1 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 1 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 2 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 2 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 3 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 3 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Cost Data Menu' menu and return to
    the 'Main Menu'.

*Note: Since the process is the same regardless of the selection, 'Costs
Status Quo', 'Costs Alt 1', 'Costs Alt 2', or 'Costs Alt 3', steps 3
through 7 are only presented once*.

For purposes of this example, select 'Costs Status Quo and Go To', and
continue to **Step 3**.

> ![](media/image2.png){width="5.508333333333334in" height="4.13125in"}

######### Cost Menu 

**Step 3** - When 'Costs Status Quo and Go To' has been selected Figure
1-3 will appear as the screen. From Figure 1-3 the Analyst can:

-   Select 'No' to activate the Print Costs Data Option screen (Go to
    Step 6), or

```{=html}
<!-- -->
```
-   Select 'Yes' to Input/Change Non-Recurring Cost Data.

Select 'Yes', to go to the OCSE CBA Non-Recurring Cost Data screen.
Continue to **Step 4**.

> ![](media/image3.png){width="5.491666666666666in" height="4.11875in"}

######### Input Cost Data Option 

**Step 4** - When 'Yes' has been selected Figure 1-4 will appear as the
screen. From Figure 1-4 the Analyst can:

-   Input or Change Non-Recurring Costs Data, if any

*Note: To move between cells use Tab, Enter, Arrows or highlight using
the Mouse.*

-   Select 'X (Close Window)' to activate the OCSE CBA Recurring Cost
    Data screen.

Select 'X (Close Window)', to go to the OCSE CBA Recurring Cost Data
screen. Continue to **Step 5**.

> ![](media/image4.png){width="5.508333333333334in" height="4.13125in"}

######### Input Non Recurring Cost Data 

**Step 5** - When 'X (Close Window)' has been selected Figure 1-5 will
appear as the screen. From Figure 1-5 the Analyst can:

-   Input/Change Recurring Costs Data, if any

> *Note: To move between cells use Tab, Enter, Arrows or highlight using
> the Mouse.*

-   Select 'X (Close Window)' to activate the Print Costs Data Option
    screen.

Select 'X (Close Window)', to go to the Print Costs Data Option screen.
Continue to **Step 6**.

> ![](media/image5.png){width="5.491666666666666in" height="4.11875in"}

######### Input Recurring Cost Data 

**Step 6** - When 'X (Close Window)' from Step 5 or 'No' from Step 3 has
been selected Figure 1-6 will appear as the screen. From Figure 1-6 the
Analyst can:

-   Select 'Yes', to Print Preview Cost data, or

```{=html}
<!-- -->
```
-   Select 'No', to by-pass Step 7 and go to Step 8.

For purposes of this example, select 'Yes', and go to **Step 7**.

> ![](media/image6.png){width="5.508333333333334in" height="4.13125in"}

######### Print Cost Data Option 

**Step 7** - When 'Yes' has been selected Figure 1-7 will appear as the
screen. From Figure 1-7 the Analyst can:

-   Select 'Next', 'Previous', 'Zoom', 'Setup', 'Margins', 'Page Break
    Preview' or

*Note 1: Selecting 'Page Break Preview' is not recommended, because it
will change the spreadsheet views. If this should happen, the print view
screen will automatically close and return to the Main Menu. To recover
repeat Steps 2 through 7, answer 'No' at Step 3, and select 'Normal
View'.*

-   Select 'Print', to Print Cost data, or

*Note: After various print messages, the program returns to the Cost
Menu data screen.*

-   Select 'Close', to return to the Cost Menu data screen.

For purposes of this example, select 'Print or Close', and go to **Step
8**.

> ![](media/image7.png){width="5.491666666666666in" height="4.11875in"}

######### Print Cost Data 

**Step 8** - When 'No' from Step 6 or 'Print or Close' from Step 7 has
been selected Figure 1-8 will appear as the screen. From Figure 1-8 the
Analyst can:

-   Select 'Costs Status Quo and Go To' to access the input cost data
    screen where recurring and non-recurring annual costs for the Status
    Quo can be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 1 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 1 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 2 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 2 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Costs Alt 3 and Go To' to access the input cost data screen
    where recurring and non-recurring annual costs for Alternative 3 can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Costs Profile' application return to
    the 'Main Menu'.

For purposes of this example, select 'Return', and continue to **Step
9**.

> ![](media/image2.png){width="5.491666666666666in" height="4.11875in"}

######### Return to Cost Menu 

### Input Benefits Data {#input-benefits-data .unnumbered}

**Step 9** -- When 'Return' has been selected Figure 1-9 will appear as
the screen. From Figure 1-9 the Analyst can:

-   Select 'Costs Profile and Go To' to access the Input Cost Data Menu
    where recurring and non-recurring Annual costs for the Status Quo
    and up to three alternatives can be entered, or

```{=html}
<!-- -->
```
-   Select 'Benefits Profile and Go To' to access the Input Benefits
    Data Menu where up to 11 benefits for the Status Quo and up to three
    alternatives can be entered by quarter, or

```{=html}
<!-- -->
```
-   Select 'Benefits Summary and Go To' to view the Summary of the
    Benefits Menu for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Costs Benefits Summary and Go To' to see a system life cycle
    cost and benefit profile and graphical representations of cumulative
    costs and benefits and the breakeven point for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Exit', to close the application (Go to Step 30).

For purposes of this example, select 'Benefits Profile and Go To', and
continue to **Step 10**.

> ![](media/image8.png){width="5.508333333333334in" height="4.13125in"}

######### Return to Main Menu 

**Step 10** - When 'Benefits Profile and Go To' has been selected Figure
1-10 will appear as the screen. From Figure 1-10 the Analyst can:

-   Select 'Status Quo, a Benefit number and Go To' to access the Input
    Benefits data screen where the Status Quo quarterly savings can be
    entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 1, a Benefit number and Go To' access the Input
    Benefits data screen where the Alternative 1 quarterly Benefits can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 2 a Benefit number and Go To' to access the
    Input Benefits data screen where the Alternative 2 quarterly
    Benefits can be entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 3 a Benefit number and Go To' access the Input
    Benefits data screen where the Alternative 3 quarterly Benefits can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Benefits Profile' application and
    return to the 'Main Menu'.

*Note: Since the process is the same regardless of the selection,
'Status Quo', 'Alternative 1', 'Alternative 2', or 'Alternative 3', to
include Benefit 1 through Benefit 11 for each, Step 11 through Step 14
are only presented once.*

For purposes of this example, select 'Status Quo, Benefit 1 and Go To',
and continue to **Step 11**.

> ![](media/image9.png){width="5.491666666666666in" height="4.11875in"}

######### Benefits Menu 

**Step 11** - When 'Status Quo, Benefit 1 and Go To' has been selected
Figure 1-11 will appear as the screen. From Figure 1-11 the Analyst can:

-   Select 'No' to activate the Print Benefits Option screen (Go to Step
    13), or

```{=html}
<!-- -->
```
-   Select 'Yes' to Input/Change Status Quo, Benefit 1 Data.

Select 'Yes', to go to the Input Status Quo, Benefit 1 Data screen.
Continue to **Step 12**.

> ![](media/image10.png){width="5.491666666666666in" height="4.11875in"}

######### Input Benefits Data Option 

**Step12** - When 'Yes' has been selected Figure 1-12 will appear as the
screen. From Figure 1-12 the Analyst can:

-   Input or Change Status Quo, Benefit 1 Data, or

*Note: To move between cells use Tab, Enter, Arrows or highlight a cell
using the Mouse. The Status Quo screen is the only opportunity to input
the Benefit Number and Description. The Benefit numbers and descriptions
for Alternative 1, Alternative 2, and Alternative 3 are taken from the
Status Quo screen.*

-   Select 'X (Close Window)' to activate the Print Benefits Data screen
    option.

Select 'X (Close Window)', to go to the Print Benefits Data screen.
Continue to **Step 13**.

> ![](media/image11.png){width="5.508333333333334in" height="4.13125in"}

######### Input Benefits Data 

**Step 13** - When 'X (Close Window)' from Step 12 or 'No' from Step 11
has been selected Figure 1-13 will appear as the screen. From Figure
1-13 the Analyst can:

-   Select 'Yes', to Print Preview Benefits data, or

*Note: When printing benefits, all the Alternatives are printed for the
selected Benefit.*

-   Select 'No', to by-pass Step 14 and go to Step 15.

For purposes of this example, select 'Yes', and go to **Step 14**.

> ![](media/image12.png){width="5.491666666666666in" height="4.11875in"}

######### Print Benefits Data Option 

**Step 14** - When 'Yes' has been selected Figure 1-14 will appear as
the screen. From Figure 1-14 the Analyst can:

-   Select 'Next', 'Previous', 'Zoom', 'Setup', 'Margins', 'Page Break
    Preview' or

*Note 1: Selecting 'Page Break Preview' is not recommended, because it
will change the spreadsheet views. If this should happen, the print view
screen will automatically close and return to the Main Menu. To recover
repeat Steps 10 through 14, answer 'No' at Step 11, and select 'Normal
View'.*

-   Select 'Print', to Print Benefits data, or

*Note: The Benefits Report includes all alternatives, plus a summary.
After various print messages, the program returns to the Benefits Menu
data screen.*

-   Select 'Close', to return to the Benefits Menu data screen.

For purposes of this example, select 'Print or Close', and go to **Step
15**.

> ![](media/image13.png){width="5.508333333333334in" height="4.13125in"}

######### Print Benefits Data 

**Step 15** - When 'No' from Step 13 or 'Print or Close' from Step 14
has been selected Figure 1-15 will appear as the screen. From Figure
1-15 the Analyst can:

-   Select 'Status Quo, a Benefit number and Go To' to access the Input
    Benefits data screen where the Status Quo quarterly savings can be
    entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 1, a Benefit number and Go To' access the Input
    Benefits data screen where the Alternative 1 quarterly Benefits can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 2 a Benefit number and Go To' to access the
    Input Benefits data screen where the Alternative 2 quarterly
    Benefits can be entered, or

```{=html}
<!-- -->
```
-   Select 'Alternative 3 a Benefit number and Go To' access the Input
    Benefits data screen where the Alternative 3 quarterly Benefits can
    be entered, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Benefits Profile' application and
    return to the 'Main Menu'.

For purposes of this example, select 'Return', and continue to **Step
16**.

> ![](media/image14.png){width="5.491666666666666in" height="4.11875in"}

######### Select Benefits Data Option 

### Review Benefits Summary Data {#review-benefits-summary-data .unnumbered}

**Step 16** -- When 'Return' has been selected Figure 1-16 will appear
as the initial screen. From Figure 1-16 the Analyst can:

-   Select 'Costs Profile and Go To' to access the Input Cost Data Menu
    where recurring and non-recurring Annual costs for the Status Quo
    and up to three alternatives can be entered, or

```{=html}
<!-- -->
```
-   Select 'Benefits Profile and Go To' to access the Input Benefits
    Data Menu where up to 11 benefits for the Status Quo and up to three
    alternatives can be entered by quarter, or

```{=html}
<!-- -->
```
-   Select 'Benefits Summary and Go To' to view the Summary of the
    Benefits Menu for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Costs Benefits Summary and Go To' to see a system life cycle
    cost and benefit profile and graphical representations of cumulative
    costs and benefits and the breakeven point for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Exit', to close the application (Go to Step 30).

For purposes of this example, select 'Benefits Summary and Go To', and
continue to **Step 17**.

> ![](media/image15.png){width="5.491666666666666in" height="4.11875in"}

######### Return to Main Menu 

**Step 17** - When 'Benefits Summary and Go To' has been selected Figure
1-17 will appear as the screen. From Figure 1-17 the Analyst can:

-   Select 'Summary Status Quo and Go To' to access the Status Quo
    Summary data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 1 and Go To' to access the Alternative 1 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 2 and Go To' to access the Alternative 2 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 3 and Go To' to access the Alternative 3 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Benefits Summary' application and
    return to the 'Main Menu'.

*Note: Since the process is the same regardless of the selection,
'Summary Status Quo', 'Summary Alt 1', 'Summary Alt 2', or 'Summary Alt
3', Step 18 through Step 19 are only presented once.*

For purposes of this example, select 'Summary Status Quo and Go To', and
continue to **Step 18**.

> ![](media/image16.png){width="5.491666666666666in" height="4.11875in"}

######### Benefits Summary Menu 

**Step 18** - When 'Summary Status Quo' has been selected Figure 1-18
will appear as the screen. From Figure 1-18 the Analyst can:

-   Select 'Yes', to Print Status Quo Benefits Summary data, or

*Note: When printing benefits, all 8 years plus a summary is printed for
the selected alternative.*

-   Select 'No', to by-pass Step 19 and go to Step 20.

For purposes of this example, select 'Yes', and go to **Step 19**.

> ![](media/image17.png){width="5.508333333333334in" height="4.11875in"}

######### Print Benefits Summary Data Option 

**Step 19** - When 'Yes' has been selected Figure 1-19 will appear as
the screen. From Figure 1-19 the Analyst can:

-   Select 'Next', 'Previous', 'Zoom', 'Setup', 'Margins', 'Page Break
    Preview' or

*Note 1: Selecting 'Page Break Preview' is not recommended, because it
will change the spreadsheet views. If this should happen, the print view
screen will automatically close and return to the Main Menu. To recover
repeat Steps 17 through 19, and select 'Normal View'.*

-   Select 'Print', to Print Benefits Summary data, or

*Note: The Benefits Summary Report includes all 8 years for the selected
alternative. Use 'Next' and 'Previous' to view different pages of the
report. After various print messages, the program returns to the
Benefits Summary Menu screen.*

-   Select 'Close', to return to the Benefits Summary Menu screen.

For purposes of this example, select 'Print or Close', and go to **Step
20**.

> ![](media/image18.png){width="5.508333333333334in" height="4.13125in"}

######### Print Benefits Summary Data 

**Step 20** - When 'No' from Step 18 or 'Print or Close' from Step 19
has been selected Figure 1-20 will appear as the screen. From Figure
1-20 the Analyst can:

-   Select 'Summary Status Quo and Go To' to access the Status Quo
    Summary data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 1 and Go To' to access the Alternative 1 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 2 and Go To' to access the Alternative 2 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Summary Alt 3 and Go To' to access the Alternative 3 Summary
    data screen, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Benefits Summary' application and
    return to the 'Main Menu'.

For purposes of this example, select 'Return', and continue to **Step
21**.

> ![](media/image19.png)

######### Return to Benefits Summary Menu 

### Review Costs Benefits Summary Data {#review-costs-benefits-summary-data .unnumbered}

**Step 21** - When 'Return' has been selected Figure 1-21 will appear as
the screen. From Figure 1-21 the Analyst can:

-   Select 'Costs Profile and Go To' to access the Input Cost Data Menu
    where recurring and non-recurring Annual costs for the Status Quo
    and up to three alternatives can be entered, or

```{=html}
<!-- -->
```
-   Select 'Benefits Profile and Go To' to access the Input Benefits
    Data Menu where up to 11 benefits for the Status Quo and up to three
    alternatives can be entered by quarter, or

```{=html}
<!-- -->
```
-   Select 'Benefits Summary and Go To' to view the Summary of the
    Benefits Menu for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Costs Benefits Summary and Go To' to see a system life cycle
    cost and benefit profile and graphical representations of cumulative
    costs and benefits and the breakeven point for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Exit', to close the application (Go to Step 30).

For purposes of this example, select 'Cost Benefits Summary and Go To'.
Go to **Step 22**.

> ![](media/image20.png){width="5.508333333333334in" height="4.13125in"}

######### Return to Main Menu 

**Step 22** - When 'Cost Benefits Summary and Go To' has been selected
Figure 1-22 will appear as the screen. From Figure 1-22 the Analyst can:

-   Select 'CBA Summary and Go To' to view the Cost Benefits Summary
    screen. This screen displays annual Costs and Benefits by
    alternative and a Comparison of Alternatives, or

```{=html}
<!-- -->
```
-   Select 'Chart Status Quo and Go To' to view the Status Quo breakeven
    chart, or

-   Select 'Chart Alt 1 and Go To' to view the Alternative 1 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 2 and Go To' to view the Alternative 2 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 3 and Go To' to view the Alternative 3 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Return', to close 'Cost Benefits Summary' and return to the
    'Main Menu'.

For purposes of this example, select 'CBA Summary and Go To', and
continue to **Step 23**.

> ![](media/image21.png){width="5.491666666666666in" height="4.11875in"}

######### Costs Benefits Summary Menu 

**Step 23** - When 'CBA Summary' has been selected Figure 1-23 will
appear as the screen. From Figure 1-23 the Analyst can:

-   Select 'Yes', to Print Cost Benefits Summary data, or

*Note: When printing Cost Benefits Summary data, all alternatives are
printed.*

-   Select 'No', to by-pass Step 24 and go to Step 25.

For purposes of this example, select 'Yes', and go to **Step 24**.

> ![](media/image22.png){width="5.508333333333334in" height="4.13125in"}

######### Print Costs Benefits Summary Data Option 

**Step 24** - When 'Yes' has been selected Figure 1-24 will appear as
the screen. From Figure 1-24 the Analyst can:

-   Select 'Next', 'Previous', 'Zoom', 'Setup', 'Margins', 'Page Break
    Preview' or

*Note 1: Selecting 'Page Break Preview' is not recommended, because it
will change the spreadsheet views. If this should happen, the print view
screen will automatically close and return to the Main Menu. To recover
repeat Steps 22 through 24, and select 'Normal View'.*

-   Select 'Print', to Print Benefits Summary data, or

*Note: The Costs Benefits Summary Report includes all alternatives. Use
'Next' and 'Previous' to view different pages of the report. After
various print messages, the program returns to the Costs Benefits
Summary Menu screen.*

-   Select 'Close', to return to the Costs Benefits Summary Menu screen.

For purposes of this example, select 'Print or Close', and go to **Step
25**.

> ![](media/image23.png){width="3.0083333333333333in"
> height="2.24375in"}

![](media/image24.png)
![](media/image25.png){width="2.9916666666666667in" height="2.24375in"}

######### Print Costs Benefits Summary Data 

**Step 25** - When 'No' from Step 23 or 'Print or Close' from Step 24
has been selected Figure 1-25 will appear as the screen. From Figure
1-25 the Analyst can:

-   Select 'CBA Summary and Go To' to view the Cost Benefits Summary
    screen. This screen displays annual Costs and Benefits by
    alternative and a Comparison of Alternatives, or

```{=html}
<!-- -->
```
-   Select 'Chart Status Quo and Go To' to view the Status Quo breakeven
    chart, or

-   Select 'Chart Alt 1 and Go To' to view the Alternative 1 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 2 and Go To' to view the Alternative 2 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 3 and Go To' to view the Alternative 3 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the ''Cost Benefits Summary\'' application
    return to the 'Main Menu'.

*Note: Since the process is the same regardless of the selection, 'Chart
Status Quo', 'Chart Alt 1', 'Chart Alt 2', or 'Chart Alt 3', steps 26
through 27 are only presented once.*

For purposes of this example, select 'Chart Alt 3', and continue to
**Step 26**.

> ![](media/image26.png){width="5.508333333333334in" height="4.13125in"}

######### Return to Costs Benefits Summary Menu 

**Step 26** - When 'Chart Alt 3' has been selected Figure 1-26 will
appear as the screen. From Figure 1-26 the Analyst can:

-   Select 'Yes', to Print Costs Benefits Chart data, or

```{=html}
<!-- -->
```
-   Select 'No', to by-pass Step 27 and go to Step 28.

For purposes of this example, select 'Yes', and go to **Step 27**.

> ![](media/image27.png){width="5.491666666666666in" height="4.11875in"}

######### Print Alternative 3 Chart Data Option 

**Step 27** - When 'Yes' has been selected Figure 1-27 will appear as
the screen. From Figure 1-27 the Analyst can:

-   Select 'Next', 'Previous', 'Zoom', 'Setup', 'Margins', 'Page Break
    Preview' or

*Note 1: Selecting 'Page Break Preview' is not recommended, because it
will change the spreadsheet views. If this should happen, the print view
screen will automatically close and return to the Main Menu. To recover
repeat Steps 25 through 27, and select 'Normal View'.*

-   Select 'Print', to Print Costs Benefits Chart data, or

*Note: After various print messages, the program returns to the Costs
Benefits Summary Menu screen.*

-   Select 'Close', to return to the Costs Benefits Summary Menu screen.

For purposes of this example, select 'Print or Close', and go to **Step
28**.

> ![](media/image28.png){width="5.508333333333334in" height="4.13125in"}

######### Print Alternative 3 Chart Data 

**Step 28** - When 'No' from Step 26 or 'Print or Close' from Step 27
has been selected Figure 1-28 will appear as the screen. From Figure
1-28 the Analyst can:

-   Select 'CBA Summary and Go To' to view the Cost Benefits Summary
    screen. This screen displays annual Costs and Benefits by
    alternative and a Comparison of Alternatives, or

```{=html}
<!-- -->
```
-   Select 'Chart Status Quo and Go To' to view the Status Quo breakeven
    chart, or

-   Select 'Chart Alt 1 and Go To' to view the Alternative 1 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 2 and Go To' to view the Alternative 2 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Chart Alt 3 and Go To' to view the Alternative 3 breakeven
    chart, or

```{=html}
<!-- -->
```
-   Select 'Return', to close the 'Cost Benefits Summary\' application
    return to the 'Main Menu'.

For purposes of this example, select 'Return', and continue to **Step
29**.

> ![](media/image29.png){width="5.491666666666666in" height="4.11875in"}

######### Return to Costs Benefits Summary Menu 

### Exit Costs Benefits Application {#exit-costs-benefits-application .unnumbered}

**Step 29** - When 'Return' has been selected Figure 1-29 will appear as
the initial screen. From Figure 1-29 the Analyst can:

-   Select 'Costs Profile and Go To' to access the Input Cost Data Menu
    where recurring and non-recurring Annual costs for the Status Quo
    and up to three alternatives can be entered, or

```{=html}
<!-- -->
```
-   Select 'Benefits Profile and Go To' to access the Input Benefits
    Data Menu where up to 11 benefits for the Status Quo and up to three
    alternatives can be entered by quarter, or

```{=html}
<!-- -->
```
-   Select 'Benefits Summary and Go To' to view the Summary of the
    Benefits Menu for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Costs Benefits Summary and Go To' to see a system life cycle
    cost and benefit profile and graphical representations of cumulative
    costs and benefits and the breakeven point for each alternative, or

```{=html}
<!-- -->
```
-   Select 'Exit', to close the application.

For purposes of this example, select 'Exit'. Go to **Step 30**.

> ![](media/image1.png){width="5.508333333333334in" height="4.13125in"}

######### Return to Main Menu 

**Step 30** - When 'Exit' has been selected Figure 1-30 will appear as
the screen. From Figure 1-30 the Analyst can:

-   Select 'Yes', to save data input/changes and close the Cost Benefit
    application, or

> *Note: This is the only opportunity the Analyst will have to save
> Functional Model data, however it is not required.*

-   Select 'No', to close the Cost Benefits application without saving,
    or

```{=html}
<!-- -->
```
-   Select 'X (Close Window) or Cancel', to keep the application open
    without saving.

> **Caution: Unless you are familiar with Visual Basic selecting
> 'Cancel' is not recommended, because the application is vulnerable to
> corruption. If this should happen, close the application by clicking
> the 'X' or 'Close' and answer 'No' when asked to save.**

For purposes of this example, select 'Yes or No' to save data, The
Functional Model Application will close and exit the Excel spreadsheet.

> ![](media/image30.png){width="5.491666666666666in" height="4.11875in"}

######### Save Data Input/Changes Option 

## References {#references .unnumbered}

Guidelines and Discount Rates for Benefit-Cost Analysis of Federal
Programs

Circular No. A-94

Office of Management and Budget

October 29, 1992

Feasibility, Alternatives, and Cost/Benefit Analysis Guide

Office of Information Systems Management

July 1993

Companion Guide: Cost/Benefit Analysis Illustrated

Administration for Children and Families

U.S. Department of Health and Human Services

August 1994

Code of Federal Regulations 45 - Public Welfare

Office of the Federal Register

National Archives and Records Administration

October 1998

-   CFR 45 Part 95.605 (2)(iv) - Cost/Benefit Analysis for IAPD

-   CFR 45 Part 205.37 (a)(5) - ACF responsibility for Cost/Benefit
    Analysis

-   CFR 45 Part 307.15(b)(11)-(14) - Approval of APD Cost/Benefit
    Analysis