Spreadsheet: 023ce056-7d2c-4144-836c-311d9da8fade
Sheet: Instructions

School Year (SY) 2014-15 Paid Lunch Equity (PLE) Tool Instructions
Note: Users may want to print the instructions and use them to guide users through the PLE Tool.
The PLE Tool (Tool) was created to help School Food Authorities (SFAs) calculate their paid lunch
price increase requirement and non-Federal source contributions to meet the requirements in Section
205 of the Healthy, Hunger-Free Kids Act of 2010.   If the pricing requirements calculated by the
Tool are not met or are exceeded, the Tool will also calculate any amounts carried over into
the next year. Note, the weighted average prices calculated in the Tool are the weighted average
of all paid lunch prices charged in the SFA.
For more information on amounts carried over please refer to SP 39-2011
This version of the PLE tool is only applicable to SY 2014-2015.  A new version of the tool will be issued for SY 2015-2016 |  |  |  |  |  |  |  | This version of the PLE tool is only applicable to SY 2013-2014.  A new version of the tool will be issued for SY 2014-2015
The SY 2014-15 PLE Tool consists of 5 tabs:
Hyperlinks are also placed throughout the tool to navigate to the different tabs
Tab 1: | Unrounded Requirement Finder
[NAME]: | SY 2014-15 Price Calculator
Tab 3: | SY 2014-15 Non-Federal Calculator
[NAME]: | SY 2014-15 Split Calculator
Tab 5: | SY 2014-15 REPORT
* The last two tabs (SY 13-14 and SY 10-11 Price Calculators) are for reference only
 | Cells shaded this color designate data entry cells. The SFA must enter the applicable data in these cells for the tool to calculate the requirements
SFAs need the following data to calculate the Weighted Average Price for SY 2014-15:
1.) SY 2010-11 Weighted Average Price
2.) All paid lunch prices for October 2013
3.) Number of paid lunches served associated with each paid lunch price in October 2013
SFAs who have opted to contribute non-Federal sources for SY 2014-15 need:
1.) SY 2010-11 Weighted Average Price
2.) SY 2013-14 Weighted Average Price (if different from SY 2010-11 Weighted Average Price)
2.) Total number of paid lunches served in SY 2012-13
3.) The total dollar amount of SY 2013-14 non-Federal contribution
SY 2014-15 WEIGHTED AVERAGE PAID LUNCH PRICE CALCULATION
These instructions are for SFAs increasing their weighted average prices to meet the SY 2014-15 paid lunch price requirement |  |  |  |  |  |  |  | These instructions are for SFAs increasing their weighted average prices to meet the SY 2013-14 paid lunch price requirement
Step 1
Tab 1: | Unrounded Requirement Finder
1. Enter SY 2013-14 Weighted Average Price in the orange box.  If the SY 2013-14 weighted average price is not known then use the unrounded requirement finder.
This figure sets the pricing requirements throughout the Tool and helps determine any amounts carried forward. This figure was calculated through the SY 2013-14 PLE Tool.
After calculating the SY 2013-14 weighted average price requirement for paid lunches, click on the link labeled "Click here to go to SY 2014-15 Price Calculator" |  |  |  |  |  |  |  | After calculating the SY 2013-14 weighted average price requirement for paid lunches, click on the link labeled "Click here to go to SY 2014-15 Price Calculator"
Step 2
[NAME]: | SY 2014-15 Price Calculator
The box at the top of this tab displays the SY2013-14 Weighted Average Price Requirement
To calculate the SY 2013-14 Weighted Average Price the SFA must:
1.   Enter the paid lunch count for October 2013 associated with each paid meal price in the Monthly # of Paid Lunches column.
2.    Enter each paid lunch price in the SFA (including all schools – elementary, middle, high, etc) for October 2013 in the Paid Lunch Price column.
Using the SY2013-14 weighted average price, the tool calculates any amounts necessary to meet the SY2014-15 weighted average price requirements and any amounts carried forward to SY2015-16. |  |  |  |  |  |  |  | Using the SY2013-14 weighted average price, the tool calculates any amounts necessary to meet the SY2014-15 weighted average price requirements and any amounts carried forward to SY2015-16.
Tab 5: | SY2014-2015 REPORT
 | This report is generated for use in the SY2015-16 PLE tool and displays the SY2014-2015 requirements and any amount carried forward determined on the SY2014-2015 Price Calculator
Select the SY 2014-2015 method used to ensure sufficient funds are provided for PAID lunches
<OPTIONAL> Step 3
Pricing Estimation Calculator
Once an SFA has calculated the SY 2014-15 average paid lunch price requirement, they can
use the PLE tool to determine how they want to distribute the price increase within the SFA to
reach the new average paid lunch price.  To do this an SFA must:
1.   Enter the paid lunch count for October associated with each paid meal price in the Monthly # of Paid Lunches column. |  |  |  |  |  |  |  | 1.   Enter the paid lunch count for October 2012 associated with each paid meal price in the Monthly # of Paid Lunches column.
2.    Change individual paid lunch prices until the average paid lunch price reaches the new average paid lunch price requirement.  This amount will appear in the Weighted Average Price box.
Many price combinations can be used to reach the new weighted average paid lunch price.
SFAs have the flexibility to raise individual prices as long as the weighted average price equals the new SY2014-2015 required level.
Go to SY 2013-14 Price Calculator
SY 2014-15 NON-FEDERAL SOURCE CONTRIBUTION CALCULATION
Step 1
Tab 1: | Unrounded Requirement Finder
1. Enter SY 2013-14 Weighted Average Price in the orange box.  If the SY 2013-14 weighted average price is not known then use the unrounded requirement finder
This figure sets the pricing requirements throughout the Tool and helps determine any amounts carried forward. This figure was calculated through the SY 2014-15 PLE Tool.
After calculating the SY 2013-14 weighted average price requirement for paid lunches, go to SY 2014-15 Non-Federal Source Calculator tab
 | The box at the top of this tab displays the SY2013-14 Weighted Average Price Requirement
SY 2014-15 Non-Federal Source Contribution Requirement
1). Enter the current weighted average paid lunch price. This price may be the same as the SY 2013-2014 weighted average price determined on the Unrounded Requirement Finder tab if the SFA did not raise the weighted average price in SY 2014-2015. To determine the most current average weighted price go to the SY2013-2014 Price Calculator tab. |  |  |  |  |  |  |  | 1). Enter the current weighted average paid lunch price. This price may be the same as the SY 2011-2012 weighted average price determined on the Unrounded Requirement Finder tab if the SFA did not raise the weighted average price in SY 2012-2013. To determine the most current average weighted price go to the Unrounded Requirement Finder tab.
2.) Enter the estimated annual paid lunch count for SY 2013-2014 in the orange box:
Number of annual lunches for SY 2012-2013
The Tool will calculate the annual non-Federal source contribution for SY 2014-15 with and will apply the 10 cent cap if applicable
2.) Enter the total Amount of Non-Federal Source Funds Contributed in the orange box.
Based on the actual amount contributed for SY 2013-14, the tool calculates the following:
 | ∙ [NAME] Non-Federal Source Contribution for SY 2014-15
 | ∙ [NAME] Non-Federal Source Contribution carried forward to SY 2015-16
 | ∙ [NAME] carried forward to SY 2015-16
Tab 5: | SY2014-2015 REPORT
 | This report is generated for use in the SY2015-16 PLE tool and displays the SY2014-2015 requirements and any amount carried forward determined on the SY2014-2015 Price Calculator
Select the SY 2014-2015 method used to ensure sufficient funds are provided for PAID lunches
SY 2014-15 Split Calculator
This tab is for those SFAs wishing to split their requirement by both raising prices and contributing a
non-Federal source
Step 1
Tab 1: | Unrounded Requirement Finder
1. Enter SY 2013-14 Weighted Average Price in the orange box.  If the SY 2013-14 weighted average price is not known then use the unrounded requirement finder.
After calculating the SY 2013-14 weighted average price requirement for paid lunches, click on the link labeled "Click here to go to SY 2014-15 Split Calculator"
Step 2
[NAME]: | SY 2014-15 Split Calculator
The box at the top of this tab displays the SY2014-15 Weighted Average Price Requirement
To calculate the SY 2013-14 Weighted Average Price the SFA must:
1.   Enter the paid lunch count for October 2013 associated with each paid meal price in the Monthly # of Paid Lunches column.
2.    Enter each paid lunch price in the SFA (including all schools – elementary, middle, high, etc) for October 2013 in the Paid Lunch Price column.
Using the SY2013-14 weighted average price, the tool calculates any amounts necessary to meet the SY2014-15 weighted average price requirements and any amounts carried forward to SY2015-16.
Step 3
1. Enter the amount they plan to charge for paid lunches in SY 2014-15 in the "New Price" box
Step 4
To calculate the remaining amount of non-Federal sources contributions needed, the SFA must:
1.) Enter the estimated paid lunch count for the entire 2013-2014 School Year in the
orange box: Number of annual lunches for SY 2012-2013
2.) Enter the total amount of non-Federal source funds contributed in the orange box:
Amount of Non-Federal Source Funds Contributed.
Based on the actual amount contributed for SY 2013-14, the tool calculates the following:
 | ∙ [NAME] Non-Federal Source Contribution for SY 2014-15
 | ∙ [NAME] Non-Federal Source Contribution carried forward to SY 2015-16
 | ∙ [NAME] carried forward to SY 2015-16
SFAs may use tabs 6 and 7 if they need to make calculations from previous years.