Instructions for Attachment #1: Keystone STARS Excel Budget Workbook

Transcription

1 Instructions for Attachment #1: Keystone STARS Excel Budget Workbook Tab 1 Instructions for Attachment #1: Keystone STARS Excel Budget Workbook Please read below Tab 2 Keystone STARS Budget Request for Center, Group, and Family This tab should be used to complete your yearly budget. Please fill out all of the identifying information at the top of this sheet as it will populate on the subsequent tabs. Please only fill out cells that are white, all of the other cells are locked. All categories and subcategories will total across and down automatically. Tab 3 Keystone STARS Final Expense Report and Revision Determination Sheet This form is to be used for tracking purposes and to determine if a budget revision is required. Please only fill out cells that are white (including "Date Prepared" and "Prepared By"), all of the other cells are locked. Sign and date. All totals from Tab 2 will automatically populate the "Approved budget from Tab 2" column. If any line item deviates +/10% at the end of the year then a budget revision is required. This form will indicate if a budget revision is required. The form must be filled out for the entire year before the determination will be accurate. Tab 4 Keystone STARS Budget Revision Template for Center, Group, and Family Please only fill out cells that are white (including "Date Prepared" and "Prepared By"), all of the other cells are locked. Sign and date. Tab 5 Staff Benefits: Staff Bonuses and Salary Template This tab must be filled out before proceeding to Tab 6. Please only fill out cells that are white, all of the other cells are locked. For column B, D, and E please select an option from the drop down menu. If you click on one of these cells an arrow will appear in the right hand side of the selected cell. Tab 6 Education and Retention Award (ERA) Template This tab can only be filled out after completing Tab 6. Please only fill out cells that are white, all of the other cells are locked. Columns A, B, C, and D will automatically populate from Tab 5. If on Tab 5 an employee was marked "No" or "Blank" under ERA Eligible, then their record on Tab 6 will be marked "NA" for Columns B, C and D

2 Keystone STARS Budget Request for Center, Group, and Family Designation Expiration: County: Date Prepared: Prepared By: Phone: BUDGET CATEGORIES Infants/Toddlers Preschool School Age Mixed/Multiple Age Groups Total Grant Budget Equipment & Supplies/Materials CR Furnishings Learning Materials Minor Renovations GM Equipment DHS Cert, Business Practices, Technology. Equipment & Supplies/Materials Professional Development NonCredit Bearing Credit Bearing Other Total Professional Development Accreditation Costs Staff Benefits Other Expenses TOTALS

3 Keystone STARS Final Expense Report and Revision Determination Sheet Designation Expiration: County: Date Prepared: Prepared By: Phone: BUDGET CATEGORIES Approved Budget from Tab 2 Expenditures Infants/Toddlers Expenditures Preschool Expenditures School Age Expenditures Mixed/Multiple Age Groups Total Grant Expenditures Unspent Funds Percentage Expended Equipment & Supplies/Materials 0% Professional Development 0% Accreditation Costs 0% Staff Benefits 0% Other Expenses 0% TOTALS 0% Final Revision Required? (When completed, if at least one of the columns indicates "Budget Revision Required", then a revision MUST be submitted) I attest that all grant purchases were made in accordance with the STARS Merit Award General Requirements contained in the STARS Merit and Education & Award Request (FA03). If I did not follow the General Requirements, I understand that I must return the grant funds. I also agree to keep receipts for purchases made through this grant for a period of seven years after the date this Grant Agreement is executed. I understand that it is my responsibility to maintain receipts and records for financial auditing purposes. Authorized Signature: Date: Payment Schedule (For Regional Key Use Only) Date of Payment Amount Total Received

4 Keystone STARS Budget Revision Template for Center, Group, and Family Designation Expiration: County: Date Prepared: Prepared By: Phone: BUDGET CATEGORIES Infants/Toddlers Preschool School Age Mixed/Multiple Age Groups Revised Grant Budget Equipment & Supplies/Materials CR Furnishings Learning Materials Minor Renovations GM Equipment DHS Cert, Business Practices, Technology. Total Equipment & Supplies/Materials Professional Development NonCredit Bearing Credit Bearing Other Total Professional Development Accreditation Costs Staff Benefits Other Expenses TOTALS Revision Justification I attest that all grant purchases were made in accordance with the STARS Merit Award General Requirements contained in the STARS Merit and Education & Award Request (FA 03). If I did not follow the General Requirements, I understand that I must return the grant funds. I also agree to keep receipts for purchases made through this grant for a period of seven years after the date this Grant Agreement is executed. I understand that it is my responsibility to maintain receipts and records for financial auditing purposes. Authorized Signature: Date:

5 Staff Benefits: Staff Bonuses and Salary Template Employee Name Employee 1 Employee 2 Employee 3 Employee 4 Employee 5 Employee 6 Employee 7 Employee 8 Employee 9 Employee 10 Employee 11 Employee 12 Employee 13 Employee 14 Employee 15 Employee 16 Employee 17 Employee 18 Employee 19 Employee 20 Employee 21 Employee 22 Employee 23 Employee 24 Employee 25 Employee 26 Employee 27 Employee 28 Employee 29 Employee 30 Employee 31 Employee 32 Employee 33 Employee 34 Employee 35 Employee 36 Employee 37 Employee 38 Employee 39 Employee 40 Employee 41 Employee 42 Employee 43 Employee 44 Employee 45 Employee 46 Employee 47 Employee 48 Employee 49 Employee 50 Position Title (Select from dropdown) You must complete this form before proceeding to the "Education and Retention Award" tab Date of Hire Care Level (Select from dropdown) ERA Eligible (Select from dropdown) Current Annual Salary Bonus Requested Additional Salary Requested Award Amount Requested

6 Employee Name Position Title Date of Hire Care Level Employee 1 NA NA NA Employee 2 NA NA NA Employee 3 NA NA NA Employee 4 NA NA NA Employee 5 NA NA NA Employee 6 NA NA NA Employee 7 NA NA NA Employee 8 NA NA NA Employee 9 NA NA NA Employee 10 NA NA NA Employee 11 NA NA NA Employee 12 NA NA NA Employee 13 NA NA NA Employee 14 NA NA NA Employee 15 NA NA NA Employee 16 NA NA NA Employee 17 NA NA NA Employee 18 NA NA NA Employee 19 NA NA NA Employee 20 NA NA NA Employee 21 NA NA NA Employee 22 NA NA NA Employee 23 NA NA NA Employee 24 NA NA NA Employee 25 NA NA NA Employee 26 NA NA NA Employee 27 NA NA NA Employee 28 NA NA NA Employee 29 NA NA NA Employee 30 NA NA NA Employee 31 NA NA NA Employee 32 NA NA NA Employee 33 NA NA NA Employee 34 NA NA NA Employee 35 NA NA NA Employee 36 NA NA NA Employee 37 NA NA NA Employee 38 NA NA NA Employee 39 NA NA NA Employee 40 NA NA NA Employee 41 NA NA NA Employee 42 NA NA NA Employee 43 NA NA NA Employee 44 NA NA NA Employee 45 NA NA NA Employee 46 NA NA NA Employee 47 NA NA NA Employee 48 NA NA NA Employee 49 NA NA NA Employee 50 NA NA NA Education and Retention Award (ERA) Template You must complete the form on the "Staff Bonuses and Salary" tab before completeing this form tab Earnings (Child Care Annual Salary & Bonuses) # Hours Worked Per Week Career Lattice Level Current Level of Education & Major Attained (as it appears on diploma) Does this staff work with school aged children? Yes/No and, if yes, list number of hour per week Does this staff work in a classroom that receives funding through Head Start, PreK Counts or Early Intervention? (please specify) Total Amount Requested Award Amount Requested