CSP Grant Budgets

1. CSP Grant Budgets 101- It’s the Magic Number

2. DOE Grant Specialists Charlene Burke (850) 245-0897 charlene.burke@fldoe.org Bay Duval Escambia Hillsborough Lake Leon Orange Osceola Polk Santa Rosa Volusia Laura Pond (850) 245-5138 laura.pond@fldoe.org Broward Glades Lee Manatee Pinellas Sarasota St. Lucie Helen Giraitis Interim (850) 245-9639 helen.giraitis@fldoe.org Miami-Dade

3. Allowable Expenditures Project funds must be used for activities that directly supportthe accomplishment of the project purpose, priorities, and expected outcomes. All expenditures must be consistent with applicable state and federal laws, regulations, and guidance. Handout A

4. GeneralReporting Tips • To expedite the transition between phases and • avoid time consuming errors: • Make sure you are using the appropriate forms (Charter School Use Only) • E-mail or fax DOE Forms to your Grant Specialist • for review prior to submitting them to the Sponsor. • Make sure to give yourself plenty of time well BEFOREyour project end date. http://www.floridaschoolchoice.org/information/charter_schools/charter_general_Info_and_forms.asp

5. Timely Paperwork & Documentation Handout B

6. Forms Checklist Correct Forms? Start of project phase – DOE 150, DOE 101 Project amendment – DOE 150, DOE 151 Charter School Forms? DOE 150 has “Charter School Use Only,” and two required signatures. Allowable Expenses? Check against Allowable/Unallowable table.

7. Charter School Web Site www.floridaschoolchoice.org/Information/Charter_Schools/

8. Budget Narrative Items purchased must be included in the Budget Narrative Form

9. Budget Narrative • When completing the DOE 101/151 for budget • narratives, be specific in Column (3) by including: • Category • Use (grades, room, etc.) • Description • Quantity • Price Per Unit

10. Budget Narrative • Additional tips for completing the budget narrative. • What grades will be using the item? • What room will the furniture or equipment be used in? • What staff members will be attending the training? How many? • What is the name of the software? • What is the average cost per item? How many items do you wish to purchase?

11. Budget Narrative • Additional tips for completing the budget. • Check your math: • Verify the quantity of items purchased in a line • is correctly multiplied by the average cost • per item and the total equals the Amount in • column (5). • Make sure the total of all amounts equals the • Total Approved Amount for the budget period.

12. Refer to the Red Book (Financial and Program Cost Accounting and Reporting for Florida Schools) http://www.fldoe.org/fefp/redtoc.asp Object Codes: Sections 4-3 to 4-10 Function Codes: 4-10 to 4-15 Item Categories

13. Inventory Management • Item Categories • Capital Outlays to purchase items expected to last more than one year that have 600- series object codes • Includes classroom/library furniture, computer hardware and software, classroom equipment, library books, all audio-visual purchases, etc.) • Materials and Supplies • Includes all materials and supplies that support classroom and direct instruction.

14. Item Categories Budget Narrative Form: Mixed Coding - NO!!!

15. Item Categories Budget Narrative Form: Clear Descriptions, Proper Function/Object Codes-- YES!!!

16. The school is the grant recipient.

17. Build your own budget

18. Budget Game Instructions • Build a budget for the Implementation 2 phase of the CSP Grant. • Choose the proper form to build your budget on. You will be applying for the Implementation 2 phase of the grant. (Use the Forms Chart for assistance). • In the envelope your team has been given, sort out the allowable and unallowable expenses. Hint: Use Handout A for assistance. • Tape the allowable expenses to the budget. • Check your math and make sure your budget adds up to $75,000. Multiple incorrect and Several Correct Answers.