2007-08 WSF Implementation Manual - reach

Weighted Student Formula/School Financial Plan Implementation Manual
J. SUBMITTING THE FINANCIAL PLAN
1. Electronic submittal by principal to CAS
Beginning with the SY 2007-08 plans, the principal will submit the Financial
Plan electronically to the CAS, not to the Budget Branch. The submittal must
be done from a computer which is on the DOE’s intranet.
If a principal has created more than one version of the Financial Plan
precautions should be taken to ensure the correct version is submitted for
CAS approval. A separate folder should be used for the “draft” versions of
the plan, to distinguish them from the “final” version.
2. Hard copy submittal by principal to CAS
One paper copy of the entire plan should also be submitted to the CAS.
Individual CASs may require additional paper copies. The sections of the
AFP to be submitted in paper copy to the CAS are:
Required Documents (for public view):
1. Cover Sheet (title of school, school year, principal, contact number)
2. SCC Assurances (with SCC signature, dissent)
3. Overview includes:
a. School Vision and Mission
b. Comprehensive Needs Assessment
c. Summary Paragraph of strategic actions and activities
d. Pending activities with additional funds
4. Trend Report
5. School Strategic Plan (Strategic actions should include GLO
references)`
6. Narrative Summary of the Academic and Financial Plan
7. Academic Plan
8. Financial Plan Summary Worksheet
In addition for Complex Area Superintendent review:
Appendices
a. Financial Plan Worksheets
These documents are not posted on the web.
3. Electronic submittal by CAS to Budget Branch
After the CAS has reviewed and approved the financial plan, the CAS will
submit the plan electronically to the Budget Branch. The submittal must be
done from a computer which is on the DOE’s intranet.
Note: This is the official Financial Plan, that will be used to create the WSF
expenditure plans and allocations for each school within the Budget System,
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