2007-08 WSF Implementation Manual - reach

Weighted Student Formula/School Financial Plan Implementation Manual
How to Use the Financial Plan Template
Overview. The Financial Plan Template is an Excel file with multiple
worksheets, which is pre-loaded with historical financial data. Data can only be
input or changed on the input sheets. The Template has multiple Summary
sheets, which are automatically updated by changes to the input sheets.
Purpose. The purpose of the file is to provide principals with a tool to create the
school’s Financial Plan, and to communicate the plan with the School Community
Council and others.
How to Get the File. The file will be created for each school after the FY2007-
08 projected Weighted Student Formula budget has been calculated,
approximately mid-October 2006. When all schools’ files have been created,
they will be available for download at http://165.248.6.166/data/wsf/index.asp,
Principals will be notified of the file availability via an email from the CAS, or
principals can check the site periodically in mid-October.
Type of Computer and Version of Excel. The Financial Plan Template was
programmed for Windows PCs with Excel XP, 2002, or 2003. If you have
Macintosh computer, or an older version of Excel you will not be able to open the
Financial Plan Template.
Floating Toolbar. Click a button on the floating toolbar to:
• Print All Sheets: Print the entire Financial Plan Template (all pages will be
sequentially numbered)
• Insert Certificated Row: Insert a new yellow row in the Certificated section
• Insert SSP Row: Insert a new yellow row in the SSP section
• Insert Classified Row: Insert a new yellow row in the Classified section
• Insert A1 Row: Insert a new yellow row in the A1 (Casual/Hourly) section
• Insert B Row: Insert a new yellow row in the B (Current Expenses)
section
• Insert C Row: Insert a new yellow row in the C (Equipment) section
• Insert M Row: Insert a new yellow row in the M (Motor Vehicles) section
• Clear Data: Clear all data from yellow cells, to “start from scratch”
• Go to (various worksheets)
• Submit to CAS: When the principal clicks this button, a User Name and
Password will be required to prevent accidental submittal
• Submit to Budget Branch: This button is only to be used by CASs; a User
Name and Password will be required to verify the worksheet has been
approved by the CAS
The floating toolbar may be moved by dragging the blue bar at the top. It may
be closed by clicking on the “X” in the upper right corner. To restore the
floating toolbar after closing it, click on another worksheet, or click on View –
Toolbars – Financial Plan.
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