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

2. 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

3. 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

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

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

6. 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.

7. 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

8. 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.

9. Questions / Suggestions

10. http://bit.ly/flcsu Help Us To Improve
Please take a moment to provide feedback at:

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