CSU Budget Template Tool April 29, 2014 CSU Budget Template Tool Curtis Fuller Florida Charter Support Unit

Charter School Services Corporation Charter Support Unit Providing assistance to schools through their first renewal with the district: Support Hotline Consultations School Reviews Webinars Model Documents Document Reviews CSU Clearinghouse Charter Renewal Toolkit State Budget Template Charter Schools Office of the Department of Public Education thanks to the US Charter Schools Program Grant Charter School Services Corporation

Today’s Plan Review New Features for Experienced Users How to get the tool, learn more and ask questions Opening the tool, and basics of its use How to use the tool to develop a comprehensive budget Tips for those considering a new application

New Features in version 1.15 Updated Revenue Estimator (2013-14 Fourth Calculation) Enrollment Numbers (Classes or Students) ESE Transportation Error Fixes New Summary Sheet #6 Faster Hide/Show Lines Migration Tool Added

Downloading Template All CSU documents reside on the flcsu.org website The direct link to the template is: http://www.flcsu.org/budgettemplate/ Please notice the “Tips for Schools” and “FAQ” files 1.15 versus 1.15e Past versions also available

Opening Template IMPORTANT: This file contains VBA Code / Macros which are required to make them work. You may need to change your settings in Excel to allow them to work. File Extensions: .xlsm versus .xlsx If you accidentally open or save the file without macros, you will need to migrate to a new document.

Basics Recommend: Go through and read everything first Dream big first run through Fix to balance the budget after you have everything set Walk through the tool

Tips for new applicants Be conservative Enrollment is usually over estimated Leave a reserve Computers for testing? Everything in your narrative should be represented in your budget.

Questions / Suggestions

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Charter Support Unit Upcoming Webinars CSU Website: http://flcsu.org Webinar Evaluation: http://bit.ly/flcsu CSU Phone Number: (727) 286-3185 Email: cfuller@flcsu.org Upcoming Webinars May 8 - Transportation 101 May 22 - Working Effectively with an EMO/CMO June 19 - Title 1 July 24 - Opening School Checklist