Fiscal Year 2016 Budget Workbook Preparation & Submission Process. Presentation will start at 10:00 A.M.
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1 Fiscal Year 2016 Budget Workbook Preparation & Submission Process Presentation will start at 10:00 A.M.
2 ?????? Questions during Webinar?????? If you have any questions during the webinar, you can enter your questions into the Questions pane for the organizer or panelists to answer. Type your question into the Questions pane and click Send. The organizer will answer the question or direct it to a resource that will contact you after the webinar.
3 Budget Workbook Training Agenda All Participants (45 min) 10:00 10:45 Introductions Timeline Review of Resources to Assist in the Budget Process Review Deployment of Budget Workbook & Data Sheets and Demonstrate Access Right Networks Submission & Process Review FY16 New Worksheets & Changes to Budget Workbook QuickBooks Exports into Workbook Church Participants (30 min) 10:45 11:15 Changes & New Additions to Church Schedules Review of Existing Tabs School Participants (45 min) 11:15 12:00 Changes & New Additions to School Schedules Review of Existing Tabs
4 Introductions Who is on the call today Lauren Jennings Parish Operations Design & Training Specialist Jeff Molenda Parish Ops Project Manager Jim Earner OCS Financial Consultant Parishes Based on registration data
5 FY16 Parish Budget Timeline 11/5,6, &12 Vicariate Planning Meetings 1/9 Release of Budget Workbooks 1/14, 1/20, 2/5 Webinars 2/15 & 2/27 Due Date for Aid Parishes All Other Parishes 2/23 to 3/31 Aid Parish Meetings (Quigley or Vicariate Offices)
6 FY16 Budget FAQ & Contact List
7 Review of Resources Available to Prepare FY16 Budget Additional materials/procedures available for review or download on the Parish Operations webpage at under Procedures, Forms and Materials-FY16 Budget Process: - FY16 Budget Checklist - FY16 Budget Updates - General Budget Assumptions - Recording Demo for QB Exports & Submission - Procedure for Entering Budget into QB - Budget FAQ & Contact List - Vicariate Planning Meeting Presentations
8 Key Budget Submission Facts Budgets are due to the AOC for aid parishes by February 15, 2015 and all other parishes by February 27, VAC will review submission online. An evaluation will be provided to all parishes and schools. Grant/Aid schools will have face to face budget review meetings in February & March and will need to finish their draft budget by February 15th. Communication has been sent via to Pastor, principal and business manager on January 8th. FY16 Budget to be on modified accrual basis.
9 Deployment of Budget Workbooks & Data Sheets Data Sheets have been deployed to AOC Communications folder Access via Shortcuts to Reports & Data as well as through the I drive. Includes 2016 Budget Data Sheet, 2016 Property & Casualty Details, 2016 Property Values and Parish Energy Budget Sheet Budget Workbooks can be accessed on the I drive/ FY2016/FY2016 Budget Approved & Submitted Folder Please contact VAC if you are missing any of these items in the folders specified above in Right Networks
10 AOC RN/Cathonet Drive Hierarchy NEW! I:/AOC Communications/ FY16 7XXXX - FY16 Budget Data Sheet 7XXXX - FY16 Property Casualty Detail 7XXXX - FY16 Property Values 7XXXX - FY16 Energy Budget Sheet 7XXXX - FY15 Budget Data Sheet 7XXXX - FY15 Property Casualty Detail 7XXXX - FY15 Property Values 7XXXX - FY14 Budget Data Sheets I:/FY 2016/FY 2016 Budget - Approved & Submitted 7XXXX - Parish Name - FY 2016 Budget.xls 7XXXX - Approval Info.txt I:/FY 2015/FY 2015 Interim Report - Approved & Submitted 7XXXX - Parish Name Interim Report I:/FY 2015/FY 2015 Budget - Approved & Submitted Final 7XXXX - Parish Name - FY 2016 Budget.xls 7XXXX - Approval Info.txt I:/FY 2015/2015 Annual Report - Approved & Submitted (To be deployed in the Summer of 2015) I:/FY 2014/FY 2014 Budget - Approved & Submitted Final 7XXXX - Parish Name - FY 2014 Budget.xls 7XXXX - Approval Info.txt I:/FY 2014/2014 Annual Report - Approved & Submitted 7XXXX - FY 14 Annual Report - Date Stamp.xls 7XXXX - FY14 Annual Report - Page 10 - Unpaid Bills 7XXXX - FY14 Annual Report - Page 11 - Two Year Balance Sheet 7XXXX - FY14 Annual Report - Page XXXX - Approval Info.txt I:/FY 2014/FY 2013 Interim Report - Approved & Submitted 7XXXX - Parish Name Interim Report I:/FY 2013/2013 Annual Report - Approved & Submitted 7XXXX - FY 13 Annual Report - Date Stamp.xls 7XXXX - FY13 Annual Report - Page 10 - Unpaid Bills 7XXXX - FY13 Annual Report - Page 11 - Two Year Balance Sheet 7XXXX - FY13 Annual Report - Page XXXX - Approval Info.txt I:/FY 2012 Annual Report - Approved & Submitted/ 7XXXX - FY12 Annual Report - Date Stamp.xls 7XXXX - FY12 Annual Report - Page 10 - Unpaid Bills 7XXXX - FY12 Annual Report - Page 11 - Two Year Balance Sheet 7XXXX - FY12 Annual Report - Page XXXX - Approval Info.txt I:/Parish Name - 7XXXX - QB File.QBW
11 Number Overall Church School ARCHDIOCESE OF CHICAGO FY16 BUDGET WORKBOOK WORKSHEETS Worksheet # Worksheet Name Applicable Entity 1 N/A Header Page ALL 2 N/A Action Planning Worksheet ALL 3 N/A Consol Parish P/L By Month ALL 4 N/A Church P&L By Class Church 5 N/A School P&L By Class School 6 C-1 5 Year Comparison Church 7 C-2 Current Year Forecast Church 8 CR-3 Tuition & Fees - Rel. Education Church 9 CR-4 Fund Raising Church 10 CE-1 Payroll Expense Church Church 11 S-1 5 Year Summary School 12 SR-2 Current Year School Forecast School 13 SR-3 Fundraising & Outside Funding School 14 SR-4 Enrollment School 15 SR-5 Elementary Tuition School 16 SR-6 PK-8 Tuition Spreadsheet School 17 SR-7 Pre-School Tuition School 18 SR-8 Extended Care Tuition School 19 SR-9 Summer Programs School 20 SR-10 Fee Schedule School 21 SE-1 Payroll Expense School School 22 N/A Budget Evaluation ALL
12 Overall Changes from FY 2015 Header Page Updates Grey cells have been locked down Action Planning Worksheet QB exports for church & school are by class code C-1 includes October count information S-1 includes auto populated enrollment detail and target enrollment requirement. SR-4 includes student/teacher ratio SE-1 includes grade level to be entered. SE-1 Bonus/stipend added to hourly section. SE-1 displays an ERROR if not using 22 or 26 pay periods and also if total salary line does not equal total by class code and pay period. Evaluation tab embedded in workbook
13 Budget Workbook/Document Updates Although the workbooks were deployed on 1/9, a number of edits were identified after the deployment. A full list of the updates are available on the Parish Operations website. In Summary: Essential Corrections: Default TYPE was updated on CE-1 Salary Allow zeroing out of Health Insurance for AP, EXP and those that decline it Fringe for AP, EXP and ROP has been updated to reflect comp guidelines QB Export Procedures tabs are completely unprotected Enhancements: Provide a recommended FY 16 pay period break-out for QB Entry Link salary information in QB summary to C-1 & S-1 Unlock titles for Other Fees schedule Formatting updates on CE-1 & SE-1 QB Export Procedures are now consistent with workbook instructions so the REVISED QB Export Procedures have been removed from the website.
14 Budget Workbook Status All workbooks maintained in the hosted environment were updated via a macro on Sunday, 1/25/2015, which did not impact data that may have already been entered by the parish. Macro was made available to others who brought their workbook local. An error has been identified and has not been updated. It relates to the TOTAL % salary change formula on SE-1. It does not impact the dollar amounts included in the budget. The % change for the salary and hourly section is calculating correctly. An additional error has been recently located on SR-9 (Summer School Program). Enter all summer school weeks in August & June. Weeks entered in July are being doubled up based on the old formula.
15 Demonstration Agenda Demonstration of New Tabs (ALL) - Header Page - Required Action Planning Worksheet - QB exports by class code - Evaluation Tab Demonstration of Church Tabs - C-1 5 Year Comparison tab - CE-1 Payroll Expense Demonstration of School Tabs - S-1 5 Year comparison - SR-4 Enrollment - SR-5 Elementary Tuition - SE-1 Payroll Expense
16 We will now enter the virtual world for the demonstration of the new submission process. Our presentation is now directed to the virtual desktop that is located at:
17 Insert Budget On Slide Here
18 FY16 Budget Workbook Preparation & Submission Webinar Thanks for joining us today!
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