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Comprehensive Guide to the 2014-15 Paid Lunch Equity Tool Process

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22 diapositives · 373 Views · Oct 13, 2014

This document provides a step-by-step guide for utilizing the 2014-15 Paid Lunch Equity Tool (PLE Tool) to establish appropriate lunch pricing. It details the necessary data inputs, including weighted average prices from prior school years, and guides users through each step of the tool, including price adjustments and non-Federal contributions. Users are advised on how to navigate associated Excel tabs and utilize calculators effectively to fulfill compliance with USDA regulations for school meal pricing. This is an informational presentation for educational purposes only.

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Comprehensive Guide to the 2014-15 Paid Lunch Equity Tool Process
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  1. 2014-15 Paid Lunch Equity Tool ADE – July 2014

  2. Before getting started … Step 1 Step 2 Gather required data detailed on next slide • Print hard copy of BOTH sets of instructions • This presentation is for informational purposes only and does not take the place of 7 CFR 210.14 or 210.15

  3. Example - data required to complete the tool 1 2 3 4

  4. Getting Started • Open the 2014-15 PLE Tool MS Excel file • Start on second tab titled “Unrounded Requirement Finder” • Go to second large box titled “Complete if you do NOT know your SY2013-2014 Unrounded Price Requirement” • Follow the link “if you do not know your SY2010-2011 Weighted Average Price CLICK HERE” • The link will take you to the last tab titled “SY 10-11 Price Calculator

  5. Step A • (A) Enter 2010 lunch counts and pricing from OCTOBER of 2010 to determine your SY2010-11 weighted average price • This data should have been previously collected A

  6. Step A completed • Note your SY2010-11 weighted average price • Follow the link at the bottom of the page titled “Click to go back to Unrounded Requirement Finder”

  7. Step B • (B) In the second large box go to the orange cell titled SY 2010-11 Weighted Average Price and enter the SY2010-11 weighted average price you just calculated B

  8. Step C • (C) Go to first box above and enter “Price 2” from the yellow box into the orange box above • Note this price is automatically calculated for you C

  9. next step • Follow the link at the bottom of the page titled “Click here to go to the SY2014-15 Price Calculator”

  10. Step D – 2014-15 Price Adjustment Calculator • (D) Enter data from OCTOBER 2013 • This data should have been previously collected • Note the SY 2013-14 weighted average price • Note that you can also use the SY 13-14 Price Calculator tab D

  11. Step D – pricing review • Review data to determine price increase in the blue, grey and green boxes • Choose which price increase you may want to implement… your new 2014-15 price • Move to box titled “Step 3 (Optional) – Pricing Estimation Calculator”

  12. Step D – pricing review • Manually input different pricing to equal the price requirement chosen above • It should be noted that if you do not increase pricing when recommended by the PLE Tool, then the recommended increase will automatically be added to next year’s pricing tool for the 2015-16 school year

  13. SY 2014-15 Pricing Completed • At this point, you may want to finalize what price increase you will implement $.05, .10, etc.? • Use the following tools to help determine other non-Federal contributions that may be used based on current pricing or a combination split of raising prices and using non-Federal funds

  14. Step E – Non-Federal Calculator (Optional) • Go to the tab titled “SY14-15 Non-Federal Calculator” • (E) In the box titled “Current Weighted Average Paid Price” enter the 2013-14 weighted average price from the previous tab (SY14-15 Price Calculator) ….or from the second to last tab….it’s the same price E

  15. Step F – Non-Federal Calculator • (F) In the orange cell in the box below enter the “annual number of paid lunches for SY 2012-2013” • This data should have been previously collected F

  16. Step G – Non-Federal Calculator • (G) In the next box below enter in the orange cell enter the “amount of non-Federal source funds contributed for SY 2011-12, SY2012-13, and SY 2013-14 • Please note the tool will calculate any remaining balance needed in SY 2014-15 • Go to tab titled “SY14-15 Split Calculator” G

  17. Step H – Split Calculator • (H) Enter into the “SY2013-14 Weighted Average Price Calculator” the number of lunches and pricing from OCTOBER 2013 in the orange cells • This data should have been previously collected H

  18. Step I – Split Calculator • (I) In the “New Price” box below enter the new price you will charge in SY 2014-15 • Note – This should be the price previously determined on the SY14-15 Price Calculator” tab (step D). If you choose to use the “required price for SY2014-15 with 10 cents cap” then any remaining increase will carry over into the 2015-16 school year I

  19. Step J & K – Split Calculator • (J) In the box below in the orange cell “Enter annual number of paid lunches for SY 2012-2013” • This data should have been previously collected • (K) In the box below in the orange cell “Enter amount of Non-Federal Source Funds Contributed” J K

  20. Step J & K – Split Calculator • Note that the amount of non-Federal funds is based on the “New Price” for SY2014-15 entered in the orange box above • If you chargethe new required price then the tool will most likely show that no non-Federal funds will be required • Also note that any non-Federal funds NOT contributed in SY2014-15 will be carried over into the new 2015-16 school year

  21. SY2014-15 Report tab • The last remaining tab titled “SY2014-2015 Report” is optional but provides you with an update based on the data entered into the other tabs in the tool • The data on this tab can serve as a starting point for the following year

  22. congratulations …now you know your correct pricing