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Excess and Appeals: Requests Tool and Scoring Tool May 30, 2012.

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Presentation on theme: "Excess and Appeals: Requests Tool and Scoring Tool May 30, 2012."— Presentation transcript:

1 Excess and Appeals: Requests Tool and Scoring Tool May 30, 2012

2 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 2

3 CFES & APPEALS REQUEST TOOL 3 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

4 W ELCOME S CREEN 1.Enable All Content  Press the Options button in the message bar  Select Enable for All Options 2.Select : “Make Requests” 4

5 H OME P AGE : S UBMITTING A R EQUEST Use these buttons to create new Excess or Appeals requests Click: “New Excess” 5

6 E XCESS R EQUEST T OOL Enter your Excess Request Here 6

7 Select Network & School Enter the Position Type of the Excess by Ped & Non-Ped Titles  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. 7 E XCESS R EQUEST T OOL Once satisfied with request, press SAVE EXCESS

8 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 capitas can be reviewed in a separate “Scoring Tool” 8 E XCESS R EQUEST T OOL

9 S UBMITTING AN A PPEAL R EQUEST Click: New Appeals 9

10 10 S UBMITTING AN A PPEAL R EQUEST Submit Appeals Requests via this form

11 11 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. Submit one request per item of anticipated funding. Once finalized, SAVE S UBMITTING AN A PPEAL R EQUEST

12 Displays: All exportable 1.Network Summary 2.School Summary 3.School Excess Request Details 4.School Appeal Request Details 12 H OME P AGE : S UMMARIES 1 4 3 2

13 13 S UMMARY OF R EQUESTS BY N ETWORK All Submitted requests appear here in the Network Summary. Click on a Network to see Request Details Network Summary can be exported to Excel for review.

14 14 View school details of submitted excess and appeals requests, in addition to cluster “reviewed” status. School Summary can be exported to Excel. Click on a School to see Excess and Appeal Request Details S UMMARY OF R EQUESTS BY S CHOOL Network 401 selected and displaying

15 15 Edit an existing request by pressing the “Edit” button; updating request and pressing save. E DIT E XISTING R EQUESTS Submitted Excess Requests Submitted Appeals Requests Network 401 & School K691 selected and displaying

16 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 to each school Imports Submitted Excess and Appeals Requests and Approvals from Request Tool Updates per-capitas for submitted requests Evaluates the new requested per-capitas relative 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 16 Date of Galaxy Download

17 Excess Request Scoring Tool 1.Enable All Content  Press the “Options” button in the message bar  Select “Enable” for All Options 2.Select: “View Scoring” Button 17

18 Reviewing the Scoring Tool Evaluate one school at a time, … OR … 18

19 Reviewing the Scoring Tool … OR … Evaluate by school, by network, by cluster, or groups of schools 19

20 Reviewing the Scoring Tool: Updating for Current Requests 20 Time & Date of Data for Excess & Appeal Requests. Close and Re- Open the Scoring Tool to Obtain the Latest Excess and Appeals Request data

21 Reviewing the Scoring Tool: A Single School Enter school DBN here Financial Threshold After Pending Excess: School passes with register loss >3.5% and 2+ of 4 criteria.** 21 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.* *As of Galaxy Date **After Pending Excess Request as of Request Data date & time

22 Selecting Groups of Schools for Review Use dropdown boxes to select particular schools, clusters, or networks for review. 22

23 Excess Request Scoring Tool: Basics One row per school Evaluate each school against the suggested threshold Green: Good, More eligible for Excessing Pass Financial Threshold only if pass Register Loss Threshold too 23

24 Use the buttons to expand any section in order to view details 24 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 Excess Request Scoring Tool: Details

25 Excess Request Scoring Tool: Sections Financial Threshold: Using Galaxy Scheduled Data* 25 Press the button to expand each section * Note: Date of Galaxy data in upper left-hand corner

26 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

27 27 Press the buttons to expand & collapse sections R EVIEW S UBMITTED R EQUESTS AGAINST CRITERIA THRESHOLDS 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

28 28 A DDITIONAL S ECTIONS : FTE I NFO Expand to view FTE Info

29 29 A DDITIONAL S ECTIONS : S CHOOL I NFO Note in this section: New & Turnaround School flags; Average Teacher Salary Expand to view School Info

30 30 A DDITIONAL S ECTIONS : E XCESS I NFO RequestsApprovedPending* Note in this section: CFES scheduled amounts from Galaxy Expand to view Excess Request Info * Pending = Amount requested that is neither approved nor denied


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