Excess and Appeals: Requests Tool and Scoring Tool. May 30, 2012. OVERVIEW. With stable budgets excessing this year should be very limited. – Chancellor’s webcast. Planning a School’s Budget Complete all Galaxy Updates Frequently Modify and approve budgets timely
May 30, 2012
Use these buttons to create new Excess or Appeals requests
Click: “New Excess”
Enter your Excess Request Here
Once satisfied with request, press SAVE EXCESS
Click: New Appeals
Submit Appeals Requests via this form
Submit one request per item of anticipated funding.
Once finalized, SAVE
All Submitted requests appear here in the Network Summary.
Click on a Networkto see Request Details
Network Summary can be exported to Excel for review.
Network 401 selected and displaying
View school details of submitted excess and appeals requests, in addition to cluster “reviewed” status.
Click on a School to see Excess and Appeal Request Details
School Summary can be exported to Excel.
Network 401 & School K691 selected and displaying
Edit an existing request by pressing the “Edit” button; updating request and pressing save.
Submitted Excess Requests
Submitted Appeals Requests
Date of Galaxy Download
Evaluate one school at a time, … OR …
… OR … Evaluate by school, by network, by cluster, or groups of schools
Time & Date of Data for Excess & Appeal Requests.
Close and Re-Open the Scoring Tool to Obtain the Latest Excess and Appeals Request data
Enter school DBN here
Register Loss Threshold: School passes with a register loss of >3.5%.
Financial Threshold: School passes with register loss >3.5% and 2+ of 4 criteria.*
Financial Threshold After Pending Excess: School passes with register loss >3.5% and 2+ of 4 criteria.**
*As of Galaxy Date
**After Pending Excess Request as of Request Data date & time
Use the buttons to expand any section in order to view details
Press the button to expand each section
Financial Threshold: Using Galaxy Scheduled Data*
* Note: Date of Galaxy data in upper left-hand corner
Evaluates each school’s Scheduled Galaxy Data against Four per-capita thresholds (Per Diem, OTPS, Cumulative, & Shortfall),
based on the school’s Size-Level Group
Pay most attention to the cumulative per capita and final score
Press the button to view criteria per-capita thresholds
Press the buttonsto expand & collapse sections
Adjusts each school’s Scheduled Galaxy Data by Pending Excess Requests, according to intended use
Expand to view FTE Info
Expand to view School Info
Expand to view Excess Request Info
Note in this section:CFES scheduled amounts from Galaxy