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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

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Presentation Transcript
overview
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
      • Schedule CFES and recouped funds immediately upon Cluster approval
  • Excess and Appeals Request Tool
    • Tool will be updated for Galaxy data 2x per week
  • Excess Scoring Tool: To Measure
    • School’s performance on various hardship factors
    • Scheduled per capitas against system-wide thresholds
    • Scheduled per capitas including requested CFES and appeals funds against system-wide thresholds
cfes appeals request tool
CFES & APPEALS REQUEST TOOL
  • Used by Networks to enter, edit, and review approvals of CFES and Appeals funding
  • Used by Clusters to approve CFES requests
  • You can follow along with the demo tools by following this path:
    • R:\All Central Offices\CFN Contact Database\Excesses and Appeals FY13
    • Files:
      • request_tool_cluster_01_a.accde
      • request_tool_cluster_02_a.accde
      • request_tool_cluster_04_a.accde
      • request_tool_cluster_05_a.accde
      • request_tool_cluster_06_a.accde
slide4

Welcome Screen

  • Enable All Content
    • Press the Options button in the message bar
    • Select Enable for All Options
  • Select :“Make Requests”
slide5

Home Page : Submitting a Request

Use these buttons to create new Excess or Appeals requests

Click: “New Excess”

slide6

Excess Request Tool

Enter your Excess Request Here

slide7

Excess Request Tool

  • Select Network & School
  • Enter the Position Type of the Excess by Ped & Non-PedTitles
    • Click blue links for lists of excessible titles
  • Enter all Titles and Reasons for total requested Excessing.
  • Enter the intended scheduling uses of requested CFES Funding.
    • Should be scheduled to address the areas of greatest financial need
    • Intended Uses must sum to the total value of Excesses requested.

Once satisfied with request, press SAVE EXCESS

slide8

Excess Request Tool

  • Once an excess request has been saved:
  • A permanent record is stored
  • The request can be edited
  • It is now available for cluster review and approval
  • The impact on Galaxy scheduled per capitascan be reviewed in a separate “Scoring Tool”
slide10

Submitting an Appeal Request

Submit Appeals Requests via this form

slide11

Submitting an Appeal Request

Submit one request per item of anticipated funding.

  • Select School and Network
  • Enter the intended use, and the reason for the appeal need.
  • If appropriate, enter the number of positions funded by the appeal.
  • Enter the dollar value.
  • Enter any critical additional information.

Once finalized, SAVE

slide12

Home Page : Summaries

  • Displays:
    • All exportable
  • Network Summary
  • School Summary
  • School Excess Request Details
  • School Appeal Request Details

1

2

3

4

slide13

Summary of Requests by Network

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.

slide14

Summary of Requests by School

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.

slide15

Edit Existing Requests

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

slide16

Excess Scoring Tool

  • Imports Scheduled Galaxy Data (snapshots taken twice per week)
  • Evaluates each school based on “hardship criteria”
  • Compares Scheduled Values against Excess Eligibility Criteria and gives a score toeach school
  • Imports Submitted Excess and Appeals Requests and Approvals from Request Tool
      • Updates per-capitasfor submitted requests
      • Evaluates the new requested per-capitasrelative to system-wide thresholds
    • You can follow along with demo tools by following this path:
      • R:\All Central Offices\CFN Contact Database\Excesses and Appeals FY13
    • File by Galaxy Download Date:
      • Excess_Scoring_Tool_2012-05-21-a.xlsb

Date of Galaxy Download

slide17

Excess Request Scoring Tool

  • Enable All Content
    • Press the “Options” button in the message bar
    • Select “Enable” for All Options
  • Select:“View Scoring” Button
slide18

Reviewing the Scoring Tool

Evaluate one school at a time, … OR …

slide19

Reviewing the Scoring Tool

… OR … Evaluate by school, by network, by cluster, or groups of schools

slide20

Reviewing the Scoring Tool: Updating for Current Requests

Time & Date of Data for Excess & Appeal Requests.

Close and Re-Open the Scoring Tool to Obtain the Latest Excess and Appeals Request data

slide21

Reviewing the Scoring Tool: A Single School

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

slide22

Selecting Groups of Schools for Review

  • Use dropdown boxes to select particular
  • schools,
  • clusters, or
  • networks for review.
slide23

Excess Request Scoring Tool: Basics

  • One row per school
  • Evaluate each school against the suggestedthreshold
  • Green: Good, More eligible for ExcessingPass Financial Threshold only if pass Register Loss Threshold too
slide24

Excess Request Scoring Tool: Details

Use the buttons to expand any section in order to view details

  • Register Loss Threshold: Does school have greater than 3.5% register loss?
  • Financial Threshold: Does school pass threshold for Scheduled Galaxy data?
  • Financial Threshold After Excess Pending: Does school pass threshold for Scheduled Galaxy data plus pending Excess Requests?
  • FTE Info: View School’s FTEs
  • School Info: View ATS, student need, budget info, Progress Reports, etc.
  • Excess Info: View Excess Requests
  • Excess Adjust: Calculations to adjust Galaxy data for Requests
slide25

Excess Request Scoring Tool: Sections

Press the button to expand each section

Financial Threshold: Using Galaxy Scheduled Data*

* Note: Date of Galaxy data in upper left-hand corner

slide26

Scoring Tool: Galaxy Scheduled Data

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

26

slide27

Review Submitted Requestsagainst criteria thresholds

Press the buttonsto expand & collapse sections

Adjusts each school’s Scheduled Galaxy Data by Pending Excess Requests, according to intended use

  • Expand the “Excess Info” section to view details on Pending Excess Requests
  • Expand the “Excess Adjust” section to view the calculation for adding Requests to Scheduled Galaxy data

27

slide28

Additional Sections: FTE Info

Expand to view FTE Info

slide29

Additional Sections: School Info

  • Note in this section:
  • New & Turnaround School flags;
  • Average Teacher Salary

Expand to view School Info

slide30

Additional Sections: Excess Info

Expand to view Excess Request Info

Requests

Approved

Pending*

Note in this section:CFES scheduled amounts from Galaxy

  • * Pending = Amount requested that is neither approved nor denied