1. All Workplan Objectives are entered for all required program requirements.  The Workplan Discrepancies on the Summary Page disappear as you associated objectives to program requirements.  You do not have to link objectives to non-required program requirements (e.g, 1.3, 2.7, 3.6, 4.3, 6.4, 7.4, 8.3, 9.6).  It is best if the the objectives are approved so you know the associations to the program requirements won't change.  If the associations are changed after line items are associated to these objectives, affected line items will re-calculate and adjust the FSCA table Sum of Line Items totals for the changed associations.  Note: Each row in the FSCA table represents a program requirement.

2. All Budget Line Items are entered and associated at 100% to objectives.  This means that you will no longer see in the Budget Discrepancies on the Summary Page "allocation(s) are not fully linked to the Workplan." 

3. Line item Funding Exclusions have been applied to appropriate line items based on Allowable Expenses with 317 and VFC FA Operation Funds worksheet located in the Basics chapter of the IPOM.

Suggest steps for filling out FSCA table:

1. If you have requested vaccine line items, fill out 317 FA Vaccine rows C2.3, 2.4, 5.2, 5.5, 6.1, 7.3, 7.4.   Click on the red flag to see the minimum amount that must be entered there.  If the 317 FA Vaccine total for the column adds up to be greater than the 317 FA Vaccine Planning Ceiling, go back to the vaccine line item and reduce the amount requested for Vaccine line items to match the Planning Ceiling.

Enter the VFC Ordering amount for row C2.3. 

3. Enter the total amount for the Pan Flu row so that it matches the Sum of Line Item total for that row.  If after entering this amount, if it is greater than the Pan Flu Planning Ceiling, this means you requested too much Pan Flu dollars from line items.  You can see which items are using Pan Flu by clicking on the information icon to the left of Pan Flu on the first column of the FSCA table.  You may go back to the budget and reduce line items for Pan Flu or exclude Pan Flu from the line item. If instead you have any Pan Flu dollars left (e.g., have not used the entire Planning Ceiling amount for Pan Flu), you may use the remainder on rows C7.1, C7.2, C7.3. 

4. Enter the amounts for IIS SS, EPHP.  If after entering this amount, if it is greater than the Planning Ceiling, this means you requested too much of those dollars from line items. Line items associated to the program requirement must be reduced or Funding Exclusions added.   You can see which items are tied to the row by clicking on the information icon to the left of the program requirement on the first column of the FSCA table. 

5. Enter the amount for 317 OPS for the Program Requirements that only use 317 OPS.  These are: C3.1-3.6, C4.3, C5.1. C5.3, C5.4,C 5.6, C8.3, all of chapter 9, 10 and 11.

6. Enter the amount for the remaining rows that are not balanced.  These are rows where there is an amount in the Unallocated column.  The remaining rows have multiple funding sources and this is where you will need to spread out the dollars to balance the row and not go over the Funding Source Planning Ceiling (bottom row).

7. Enter the EOQ amount if applicable.

The funding source totals per funding source at the bottom can be less than the funding source planning ceiling but not over.  EOQ funding source will be whatever amount is requested.  If the Total Sum of Line Items is greater than the Total Planning Ceiling, it may only go over by the EOQ amount, since the EOQ is on top of the Planning Ceiling for the other funding sources.  If it goes over more than the EOQ amount, you have requested too much in the budget.

Overall, when adjusting line items (increasing/decreasing amount, shifting objective splits) all funding sources and program requirements tied to the line item are affected.  You may observe this change by selecting the arrow to the left of the objective associated to the line item.  This shows how the dollars for the line item are related to program requirements and funding sources (for example see page 47 of the Application User Guide).