Spreadsheet: 01b911cc-3d5e-4fa6-9c01-cf73d5153913
Sheet: Sheet1

CACFP AUTOMATED MASTER LIST INSTRUCTIONS
Setting up the Original Master List :
Step 1. Name this original blank Master [NAME] spreadsheet with a name you will remember and SAVE ("File" "Save As").
Step 2. Print these instructions to follow as you proceed through this process.
Step 3. Click on the "First Month" tab at the bottom of the screen and begin Step 4.
Step 4. Enter the Date and License Capacity. DO NOT ENTER ANY OTHER INFORMATION IN THIS AREA.  IT WILL ALL BE AUTOMATICALLY CALCULATED.
Step 5. Enter the following information when setting up the center original Master [NAME] for the first month:
Child's last name à      Child's first name à     IEF renewal date (m/d/yy)  à      Benefit Category: child's Free, Reduced Price or Paid status - enter an X in the appropriate column à      Title XX (Subsidized care payment by DWS if appropriate)  à     Civil Rights information if using this form to report data à    Ethnicity, limited to: H=Hispanic or N=non-Hispanic  à   Race (choose one):  A=Asian, B=Black, W=White,  I=American Indian/Alaskan Native, P=Pacific Islander
Step 6. Right click on the First Month tab.  Click on Rename. Type in the current month name and year.
Step 7. Save your work by clicking on the save icon ( < ) on the tool bar.
Step 8. As new children enter during the month, repeat Step 5, adding them at the bottom of the list.
Step 9. Sort the list as described below, "Sorting the List."
Step 10. Save your work by clicking on the save icon ( < ) on the tool bar.
Monthly Master List Updating and Maintainence:
Step 1: At the end of each month, for each child that attended, enter an X in the Attended column.  For-profit or Title XX Center Eligibility: to claim each month, a minimum of 25% of license capacity or total enrolled/attending children must be either free/reduced price or paid for with Title XX  funds from the Department of Workforce Services (DWS). (If qualifying by Title XX, attach Horizon Reciepts or documentation from DWS indicating payment for each child, and enter an X on the Title XX column for each child). The total numbers attending during the month, total attending free/reduced price and total Title XX enrollees will be automatically calculated. The percentage of children free/reduced price and children paid for using Title XX funds will be automatically calculated for both license capacity and attendance to determine center eligibility.
Step 2: Determine whether new/updated CACFP required information or income eligibility (IEF) information is needed by sorting the list as described below, Sorting the List.
Step 3: Right click in the tab for the month.  Click on Move or [NAME].  Click the Create a copy box. Click on (move to end). Click OK.  Right click on the newly-copied tab (it will have a (2) following the name). Click Rename. Type in the name of the new month. Save your work by clicking on the save icon ( < ) on the tool bar.
Sorting the List
To Sort the Children Alphabetically by Last Name:
[NAME] the complete area that you want to sort by highlighting the cells from row 8 and columns A-J to the end of the rows where children's names are entered.
B. On the Tool Bar, select the following in this order:
àData
(A window will appear)
àSelect :Sort
(A Sort window will open with several options)
àSelect: Sort by:  Column A (CHILD'S LAST NAME)
àSelect: Ascending (this will sort from A-Z))
à At Then by, click the drop-down arrow and select (none)
àSelect: OK (this will do the sort)
C. Then Save and print
ll. To Sort the Children by Benefit Category then Alphabetically by Last Name:
A.Select the complete area that you want to sort by highlighting the cells from row  8 and columns A-J to the end of the rows where children's names are entered.
B. On the Tool Bar select the following in this order:
àData
(A window will appear)
àSelect :Sort
( A Sort window will open with several options)
àSelect: Sort by: Column F (Free Benefit Category)
àSelect: Ascending (this will sort from A-Z))
àSelect: Then by: Column G  (Reduced Price Category)
àSelect: Ascending (this will sort from A-Z))
àSelect: OK (this will do the sort)
C. Then Save and print
III. To sort by any other category, follow the same basic pattern.
Note:  There are 196 rows (through row 203) to enter child information.  If you need more rows, please contact USOE for instructions.  When a child leaves, the row with her/his information may be deleted without harm to the spreadsheet.  However, rows cannot be inserted without special instruction.  Add new children to the end of the list and sort them alphabetically later.