2009-2010 WSF Implementation Manual FY2009-10 - Hawaii ...

Weighted Student Formula / School Financial Plan Implementation Manual – FY2009-2010
J. SUBMITTING THE FINANCIAL PLAN
1. Electronic submittal by Principal to CAS
The Principal submits their 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 network.
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
CASes have the discretion to determine if the Financial Plan is to be submitted to
them in hard copy. Please check with the CAS if instructions have not been
provided.
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 network.
Note: This is the final official Financial Plan, that will be used to create the WSF
allocations and expenditure plans for each school within the Budget System, and
which the PROs will use to check the WSF positions required at each school.
Any amendments to the plan made after CAS approval will not be automatically
reflected either in the Budget System or in the personnel listings. See Section K
for further information.
When the CAS electronically approves the Financial Plan, a pdf file of the
Financial Plan Summary Worksheet will automatically be generated and emailed
to the Principal, CAS, PRO, CABM, and ASA. The Principal should save this file
to the Principal’s computer, and verify that it matches the Summary Worksheet
from the version of the plan the Principal is following. It is also recommended
that an electronic version of the approved Financial Plan be saved to a flash
drive or CD for backup purposes.
4. Hard copy submittal by CAS to state office
No hard copies are required to be submitted to state office.
5. Posting on web
The School Documents Online site will post the Summary Worksheet
automatically.
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