School Budget Planning Tool
Contents
1. Delete ld New Funding inni Fun must equal to 100 in order to Qu se P d ulose __ e au um a gt 7 NS e y gt 89 098 en an 95 ns Your funding percentages must add up to 10096 Multi fund a Budget Item cont Budget Item Edit Screen Item Description Purchase Yes v Priority New Existing Existing Type Description 1 Position Instrl Coach Elem 6 hours 1 00 F TE Direct Shared Resource Performance Metric Comments Note You must click Save to save your changes to the item description Funding Sources Budgeted in 93 787 Note To add or edit a funding Program source or percentage please Name Amount 9c click on the Program Name Program 25 link in the row you would like Improvement 23 447 gt Delete to c 0A56 source and or percentage i and then click Save v 65 651 ds Delete a Pie ave CC Unrestricted 13027 v 2 0 0 qum pe X eeading nysLanual e 00 in order to close hou SS sa mens 2 95 fetal 89 098 o l PIPIT TET a Select the Funding Source Identify the funding percentage and then click Save Click Close to continue 18 Filters Calculate The filter defaults to Hide Minimum Staffing Requirements To show all of your re2. E EDUY School Budget Planning User Manual Updated as of 3 21 2013 Purpose Benefits dentify and prioritize school investments Align school investments with Performance Metrics and school goals Create budget scenarios to plan for potential funding changes Prepare reports to facilitate discussions with School Site Council and other school stakeholders Document school goals and budget priorities Go to the Budget Planning Tool at the URL http bpt lausd net Enter your Single Sign On Username and Password email Login to School Budget Planmiig Tool Username c w 9 a Enter your Single Sign Op4 mail username and password to Log In e g msmith lausd k32 ea us mary smith plausd net Do not add doma lausd k12 ca us lausd net oo en D HD an an em Session times out after 30 minutes Password Click Login to Login Note Your Single Sign On username and password 15 the same as your email username and password Having login or account creation problems Please call the ITD Helpdesk at 213 241 5200 for assistance In the upper right hand corner you will see a number of links Click User Manual to access a step by step instruction manual with screen shots Clicking will bring you to the Budget Planning page Click
3. gt Minimum Staffing Requirements ELEMENTARY TEACHER 6 hours 1 299 860 PRINCIPAL ELEMENTARY 8 hours 134 945 PLANT MANAGER I 8 hours 65 842 ITIN NURSE 0 18 646 ITIN PSYCH SCHOOL C 4 504 MAIN OPER SUPPLIES 3841 Total 1 567 258 22 Reports cont On the Reports page click the link for the report you would like to generate The Full Data Report will include all of your budget data as identified on the Budget Planning page 1 1 Budget Panning f Repos 1 l 5 mm and Code N Mu Metric Report N Budget Item Type Report EN Total Budget Report L e Funding Program Report d n P s Ta omo au au cm uum uno 23 Reports cont This is the Login for the Internet Explorer browser If prompted enter your user name and password Single Sign Connect to bes13 lausd net On in the format 1 Click OK to generate displayed here re report Note You will need to enter lausd first lastname in the User name field User name Password SS Remember my password 7 Sms p s Ee SR m est Toan qu an cup an amp emp cu e MP EI I m 24 Reports cont If prompted enter your user name and password Single Sign Authentication Required On in the format displayed here The server http bes13 lausd net BO requires a username and password Cl
4. Help to access the help guide Home Help User Manuai FAQ Click Logout to exit the Budget Planning Tool application Click FAQ to see a list of frequently asked questions and answers Logout Budget Planning Page Los Angeles Unified School District Help User Manual FAQ Logout School Budget Planning Tool Login User DENISE PETRULIS School and Location Code 135TH ST EL 1587701 v School Year 2013 2014 Budget Planning Reports Minimum Staffing Requirements Total Budget Description FTEs Total Cost Program Name Funds Budgeted Remaining Exceeds Indirect Limits ELEMENTARY TEACHER 6 hours 30 00 2 890 347 Unrestricted 3 467 549 3 467 549 0 PRINCIPAL ELEMENTARY 8 hours 1 00 142 396 Title I 361 312 361 312 0 DAY TO DAY SUBS 0 00 84 900 Title LEP 6 272 6 272 0 PLANT MANAGER I 8 hours 1 00 65 842 EIA LEP 258 224 258 224 0 ITIN NURSE 0 00 18 646 Program Improvement 40 146 40 146 0 MAIN OPER SUPPLIES 0 00 4 863 Title I Parent Involvement 5 792 5 792 0 ITIN PSYCH SCHOOL C 0 00 4 504 Total 3 211 894 Total 4 139 295 4 139 295 0 Recommended Edit Funds View Direct Indirect Fullfilled Total Cost Description OFFICE TECHNICIAN 8 hours 105 486 SCH ADMINISTRATIVE ASSIST 8 hours 1 00 1 00 67 853 TEMP PERSONNEL ACC
5. 0 0 0 resources for your school Indirect School 5 0 0 0 y Total 100 0 0 0 A message will be displayed in the Total Budget section when the EIA LEP 78536 funds budgeted for indirect Direct 95 245 313 100 257 497 school costs exceed the Indirect School 5 12 911 0 727 funds available for indirect school costs Total 100 258 224 100 258 224 10 Review Budget Lines Your budgeted items will be pre populated in the School Budget Planning Tool All items including the Minimum Staffing Requirements Recommended resources and any additional budget items will be included You will be able to edit budget items in this section Edit capabilities include adding Performance Metrics comments or priorities to any item For details on the content of each field please refer to the Help Text available from the Help link at the top of the Budget Planning Tool Rows Priority Perse Wew Existing Budget Line item Performance Metric Budgeted Remaining Funding Source s Comments 11 Edit Existing Budget Items The lower section shows Click Edit to access the edit screen your existing budget Items where you can make changes to your budgeted item and assign and any new budget Items Performance Metrics or comments you add You can also choose to exclude the budget item from this year s budget by changing the Purchase option from Yes to No 1 Position l
6. Edit Funds Clicking the Edit Funds link below the Total Budget section will bring you to this page where you may edit the funding amounts any of the programs Click the Edit link to edit the funds au apan apa am LIIIII Total Budget Edit Funds gt a T an anan am T aw a a GS School and Location Code erst ST EL 1587701 Carryover 10002 Unrestricted 13027 Donations Other Funds 13938 QEIA 14310 QEIA Waiver 14312 Program Improvement 70456 40 14 40 146 T Enter the dollar value you expect for you EIA EDY Hold Harmless 74V62 0 school then Click Title I Parent Involvement 7E046 5 792 edem Title 1 75046 361 312 ji work Title III LEP 75176 6 272 View Direct and Indirect Restrictions The Funds columns show the available funds for direct and indirect spending Clicking on the View Direct Indirect link below the Total Budget section will bring you to this page where you may view details of your direct and indirect budget selections Direct a ind Indi rect Limits oT p e lt gt um N C rel s er hoo Ss TITLE 1 7 046 Direct 90 325 181 91 328 752 Indirect School 10 36 131 9 32 560 Total 100 361 312 100 361 312 The Budgeted columns show you how much you have selected to budget for EIA EDY 7V462 direct and indirect Direct 95
7. T BLDG amp GROUNDS WORKER 4 hours You may also edit the Yes Existing 0 50 FTE Direct Priority by typing your new priority the text m NC IMEEM field on the Budget Direct bulis cuts LPosition clic ing Save Yes Existing OFFICE TECHNICIAN 8 hours budget items will then aes be re sorted Mme i OFFICE TECHNICIAN 8 hours automatically by oF Yes Existing Priority 12 Edit Existing Budget Items cont You may change the Purchase option Yes to include No to exclude an item from your budget and the Priority level You may identify whether the item is a Shared Resource assign a Performance Metric or add Comments When you check the Shared Resource lsmDeseripoT 77 7 E you can identify your Lurchase Yes NewlExsing Existing MEISTE STU Budget Item Edit Screen mi GD GED an an en am c gt a Type D ti 1 Position SCH ADMINISTRATIVE ASSIST 8 hours 1 00 F TE Direct j j i ype Description EE SN 8 n which will adjust the Budgeted me n amn am p ien Percentage amount for SOM school T accordingly Performance Metric wn ments i Save 8 ___ Click Save to save your e changes to the item description Be sure to click the Save button in the u
8. m Total 3 230 689 Total 4 172 623 3 997 192 175 431 Edit Funds View Direct Indirect Recommended Decbn OFFICE TECHNICIAN 8 hours day 5 days week 2 00 2 00 108 908 DAY TO DAY SUBS 0 hours day 0 days week 0 00 0 00 94 200 BLDG amp GROUNDS WORKER 8 hours day 5 Li das 1 00 1 00 58 908 C XE NN TEMP PERSONNEL ACCT 0 00 0 00 17 512 GENERAL SUPPLIES 0 00 0 00 13 532 ee IMA 0 00 0 00 11 824 _ C Add New Budget Line une Hide Mffimum Requirements lv Total oc line item click the gt Add New Budget Line button 14 Add New Budget Items cont Select the Type and Description of the item you wish to include If there is an average cost available for an item the Budgeted Cost will be automatically populated Otherwise enter the Cost of the new item if the Cost defaults to 0 You can also enter the Priority of the item Budget Item Edit Screen ee ee au You may identify whether the item is a Shared Resource assign a Performance Metric or add Comments When you check the Shared Resource check box you can identify your school s share of the resource which will adjust the Budgeted amount for your school accordingly Purchase Yes Priority IypelDe
9. 07 Unrestricted 13027 100 4 504 3 Non Salary 20 Edit MSR Yes Existing MAIN OPER SUPPLIES 3 841 494 666 Unrestricted 13027 100 3 841 1 BLDG amp GROUNDS WORKER 4 hours 21 Save E Yes Existing 0 50 FTE Direct 36 004 458 662 Unrestricted 13027 100 36 004 ec Edit 1 1 Position T 22 Save Yes Existing 67 853 390 809 Unrestricted 13027 100 67 853 ec EN 1 OFFICE TECHNICIAN 8 hours 23 Save Yes Existing Indrect 52 743 338 066 Unrestricted 13027 100 52 743 ec Edit 1 2 Other 24 Sae c Yes Existing re 11 748 326 318 Unrestricted 13027 100 11 748 ec Edit 1 2 Other Salary 25 Save Rec lt Existing M TUN 5 584 320 734 Unrestricted 13027 100 5 584 ec Edit 1 20 26 T EE Yes Existing a ae 623 320 111 Unrestricted 13027 100 623 Edit f 3 Non Salary 27 Save ECT Yes Existing 6 035 314 076 Unrestricted 13027 100 6 035 Edit 1 dcn 28 Save Re Yes Existing Direct 5 232 308 844 Unrestricted 13027 100 5 232 1Position 29 Edit Save Yes Existing TEACHER ASST DEGREE TRA 6 hours 12 951 295 893 EIA LEP 75536 100 12 951 Direct 21 Reports To get to the Reports page click the Los Angeles Unified School District Reports tab at the top of the page School Budget Planning Tool BL BL School Location Code 74TH ST EL 1664401 _ Budget Pon Reports
10. T 0 00 0 00 17 578 Pr ee GENERAL SUPPLIES 0 00 0 00 12 529 IMA 0 00 0 00 11 872 DIFF LONGEVITY CLAS 0 00 0 00 2 938 Add New Budget Line Total 255 655 Hide Minimum Staffing Requirements v Purchase New Existing Budget Line Item Funding Source s Edit 1 1 Position 1 Save D remm Yes Existing 36 004 891 397 Unrestricted 13027 100 536 004 Edit 1 1 Position 2 Save D rmm Yes Existing 67 853 823 544 Unrestricted 13027 100 67 853 Edit 1 1 Position 3 Save GEM Yes Existing 52 743 770 801 Unrestricted 13027 100 552743 ELEMENTARY TEACHER 6 hours 30 00 2 890 347 PRINCIPAL ELEMENTARY 8 hours 1 00 142 396 DAY TO DAY SUBS 0 00 84 900 PLANT MANAGER I 8 hours 1 00 65 842 ITIN NURSE 0 00 18 646 MAIN OPER SUPPLIES 0 00 4863 ITIN PSYCH SCHOOL C 0 00 4504 Y Total 3 211 894 The Minimum Staffing Requirements section shows the minimum resources needed to operate your school based on norm staffing ratios The Minimum Staffing Requirements represents resources you cannot supplant This section shows the 2013 14 resources for your school All resources in this section are resources paid for with Unrestricted funds 13027 funds The FTE calculation displayed in this section is based on the Type Description of the budget item it will not take into account the portion of the resource that may be Shared with another location or school You cann
11. ick Log In to Note You will need to Sen ncc ee generate the report i i dmt Name _ lausd first lastname in the User name field 2assword 22 qu a e a Te an an an emam am am am am euo eno emm ano T a ton ew 25 Reports cont Click Open to open report click Save to save a copy of your report File Download Qo you want to open or save this file y E FullbataRepart xls Microsoft Office Excel 97 2003 Worksheet 31 8 Fra ha bes 13 lausd net eu m anm e a za While files from the Internet can be useful some files can potentially harm Q your computer Ifyou do nottrustthe source do not open or sawe this file 26 Reports cont The Budget Performance Metric Report shows your school s budget data organized by the Performance Metric you have assigned to each budget item This report will only include items with Yes identified in the Purchase field The Budget Item Type Report shows your school s budget data organized by line item type such as 1 Position 2 Other Salary and 3 Non Salary This report will only include items with Yes identified in the Purchase field The Total Budget Report shows the information from the Total Budget section of the School Budget Planning The Fund
12. ing Program Report shows your school s budget data organized by funding program This report will only include items with Yes identified in the Purchase field Things to Note he tool is pre populated with your school s budget data f you have access to School Front End you will have access to the Budget Planning Tool f you do not have access please send an email to Saman Bravo Karimi lausd net Include your name employee ID number and school location code s so that you can be added as a user Additional Information Budgeting for Student Achievement BSA Website http bsa lausd net Comments Feedback Visit the BSA website and send us your comments e http bsa lausd net feedback form
13. ot make changes to this section Review Recommended Resources Description lied OFFICE TECHNICIAN 8 hours 2 00 2 00 105 486 SCH ADMINISTRATIVE ASSIST 8 hours 1 00 1 00 67 853 BLDG amp GROUNDS WORKER 4 hours 0 50 0 50 36 004 TEMP PERSONNEL ACCT 0 00 0 00 17 578 GENERAL SUPPLIES 0 00 0 00 12 529 IMA 0 00 0 00 11 872 DIFF LONGEVITY CLAS 0 00 0 00 2 938 Total 255 655 The Recommended section displays items that are recommended for your school You do have some flexibility over whether you want to include these items in your budget If a Recommended resource is not fulfilled i e the number of FTE funded with unrestricted funds is less than the recommended number of FTE the row will indicate that you are fulfilling only part of the recommendation via the FTEs and Fulfilled columns You may not supplant the Unfulfilled resource by purchasing it with categorical funds Resources identified as Recommended will have a default priority of 1 and will also be labeled as You may change the numeric value for priority and these resources will be sorted accordingly You will not be able to change the Rec value The FTE calculation displayed in this section is based on the Type Description of the budget item it will not take into account the portion of the resource that may be Shared with another location or school Review Total Budget The Exceeds Indirect Limi
14. pper section to save Budgeted in 67 853 Note To add or edit a funding source or percentage please yourc han ges click on the Program Name Program Amount link in the row you would like to T n change edit the funding source nrestricte UTR SUEY 67 853 Delete and or percentage and then 13027 click Save Add New Funding Source 100 Total 67 853 ear Row 2 Click Close to continue 13 Add New Budget Items qv Los Angeles Unified School District Sa Help User Manual FAQ Logout 2 School Budget Planning Tool Login User saman bravo karimi School and Location Code 135TH ST EL 1587701 Y School Year 2013 2014 v Budget Planning Minimum Staffing Requirements Total Budget Despon RS mpm ENNN EI IJ T ELEMENTARY TEACHER 6 hours day 5 days week 30 00 2 924 165 Unrestricted 3 541 202 3 541 202 gt PRINCIPAL ELEMENTARY 8 hours day 5 days week 1 00 144 395 Program Improvement 36 963 41 758 SCH ADMINISTRATIVE ASSIST 8 hours day 5 days week 1 00 69 611 Title I Parent Involvement 5 920 5 920 PLANT MANAGER I 8 hours day 5 days week 1 00 67 594 Title I 332 667 279 867 52 800 i ITIN NURSE 0 hours day 0 days week 0 00 19 825 Title III LEP 5 277 5 277 ITIN PSYCH SCHOOL C 0 hours day 0 days week 0 00 5 099 EIA LEP 216 554 134 365 82 189 EIA SCE 34 040 34 040
15. scription uu am cum em uum ap aD DD EU ewe Resource U Performance Metric y _ Comments A Save Tean an an an an cup amam cum cuum cuu P 7P Funding Sources Budgeted in 0 No Funding Allocations Found a a a C Add New Funding Source Fundingynust equal to 100 in order to close gt w After you ve selected and saved the Type Description in the upper section click Add New Funding Source to identify your funding 2 Note You mustetitk Save to sav changes to the item descri mu C _ oum sure to click the Save button the WE upper section to save your changes Note To add or edit a funding source or percentage please click on the Program Name link in the row you would like to change edit the funding source and or percentage and then click Save 15 Add New Budget Items cont Budget Item Edit Screen Item Description Purchase Yes v Priority New Existing Type Description 1 Position BLDG amp GROUNDS WORKER 8 hours 1 00 FTE Direct Shared Resource Performance Metric Comments School Budget Line Item 00053459 has been updated Funding Sources Note Yo
16. sources including the Minimum Staffing Requirements select the All filter Calculate Scenarios You may want to create budget scenarios to plan for different potential funding totals Total Budget budgeted Unrestricted 3 467 549 3 467 549 Title I 361 312 361 312 Title III LEP 6 272 6 272 EIA LEP 258 224 258 224 Program Improvement 40 146 40 146 Title I Parent Involvement 5 792 5 792 Adjust the scenario percentage using the or down arrows 4 139 295 4 139 295 Pree Scenario 2 m 76 9 5 2 3 518 401 Click the Calculate button to calculate the percentage of the Status Quo Total Allocation 20 Calculate Scenarios cont Budget items that would included the status quo scenario shaded in green blue and pink After calculating the scenarios budget Budget items that would be included in scenario 2 are shaded in green and blue Budget items that would be included in scenario 1 are shaded in green items will be sorted by priority and shaded according to scenario Purchase New Existing Budget Line Item Performance Metric Priority Budgeted Remaining Funding Source s Budget items shaded in white will not be 2Other Salary scenario 18 Edit M 18 646 503 011 Unrestricted 13027 100 18 646 2 Other Salary 19 Edit MSR Yes Existing PSYCH SCHOOL 4 504 498 5
17. ts column will indicate whether the items you have budgeted exceed the indirect spending limits for Title I EIA LEP and EIA SCE The Program The Funds column lists the 2013 14 allocation for each Name column lists funding program your funding programs for the The Budgeted column shows the sum of the budgeted selected location dollar amounts for each program as identified on the Budget code Planning page The Remaining column shows the amount of money left in Click on the link in this column 1 8 each funding program after the budgeted amount has been or the M Direct Indirect link 1 subtracted from the amounts in the Funds column below this section to see more details oT S 4 w Program Name ES fie Budgeted Remaining Exceeds Indirect Limits e en aum a e emn Unrestricted 3 467 5 0 Title I 361 312 361 312 0 Title III LEP 6 272 6 272 0 ELA LEP 258 224 258 224 0 ES Program Improvement 40 146 40 146 0 Title I Parent Involvement 5 792 5 792 0 2 22 7 4 139 295 4 139 295 0 gt gt C Edit Funds Vi b a You may modify the Funds by clicking on the Edit Funds link below the Total Budget section This will take you to a new screen see next page where you may edit the funding amounts for any of the programs based on what you expect to receive for the upcoming school year 9
18. u must click Save to save your changes to the item description Note To add or edit a funding Budgeted in 57 180 source or percentage please click on the Program Name link in the row you would like to change edit the funding No Funding Allocations Found source and or percentage and then click Save C Select 2 30 C Cancel order to close lt 77 pan 0 0 2 Select the Funding Source Identify the funding percentage and then click Save Click Close to continue 16 Multi fund a Budget Item Item Description Purchase Type Description Shared Resource Performance Metric Comments Funding Sources Budgeted in C Total Click on Add New Funding Source to add another funding source Yes 1 Position Instr Coach Budget Item Edit Screen EE Priority NewlExisting Elem 6 hou Existing 1 00 F TE Direct Note You must click Save to save your Amount changes to the item description Note To add or edit a funding source or percentage please click on the Program Name Program Improvement 70A56 23 447 link in the row you would like to change edit the funding source and or percentage and then Delete Title gem 65 651 click Save
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