Reference
Glossary
Use the guide links at the top of the page to return to a task.
People and roles
Section titled “People and roles”Navigator
Section titled “Navigator”A person supporting a CSIL employer: explaining the workbook, and keeping Current and Proposed apart.
CSIL employer
Section titled “CSIL employer”The person whose funding and care team the workbook is about. One workbook per employer.
Care Team Budget Planner
Section titled “Care Team Budget Planner”The name of the workbook this guide explains.
Hours and funding
Section titled “Hours and funding”Funded hours
Section titled “Funded hours”Support hours available for the month. Monthly funding uses this number. They are entered on Funding.
Planned care hours
Section titled “Planned care hours”Care hours entered on active team rows, turned into a month. This is the hours reading. It does not replace funded hours in the funding math.
Paid units
Section titled “Paid units”How many hours, days, or shifts are paid on a row. Paid units times the rate is the wage. Care hours are a different column.
Pay unit
Section titled “Pay unit”Hour, Day, or Shift. The unit does not turn one day into 24 care hours.
Monthly funding
Section titled “Monthly funding”Funding rate times funded hours. The full entitlement. The client contribution is not added on top.
Client contribution
Section titled “Client contribution”The employer’s share inside the entitlement. The health-authority share is monthly funding minus this amount.
The three readings
Section titled “The three readings”Planned care hours compared with funded hours. Over funded hours is a warning. It does not reject the plan, and it does not decide the budget. 200 funded hours and 220 planned care hours can both be true.
Operating balance
Section titled “Operating balance”Monthly funding minus employment cost minus operating expenses. The dashboard calls this Operating balance / month. Negative means the plan does not fit the funding. Desired reserve growth is not in this test.
Reserve-growth goal
Section titled “Reserve-growth goal”Operating balance minus desired monthly reserve growth. The budget can fit while this goal is missed.
Total cost
Section titled “Total cost”Employment cost plus operating expenses for the month. Desired reserve growth is not included.
Reserve
Section titled “Reserve”Operating reserve
Section titled “Operating reserve”The accumulated balance. It is not the monthly operating balance, and it is not a monthly expense.
Projected 12-month reserve
Section titled “Projected 12-month reserve”Opening balance plus 12 times the expected monthly change. It is not capped. The sentence beside it is a status, not a fourth test.
Reserve target
Section titled “Reserve target”An optional dollar amount, or a number of months of funding. The default is one month. A dollar target does not move when funding changes. It is set on Funding and shared by both plans.
Authorized surplus
Section titled “Authorized surplus”One month of funding. Not a month of wages plus operating expenses. The projection may sit above it. The status sentence says so.
Workbook
Section titled “Workbook”Current Plan
Section titled “Current Plan”The baseline. Blank Proposed cells inherit it.
Proposed Plan
Section titled “Proposed Plan”The one set of changes across Funding, Care Team, and Expenses. It does not silently replace Current.
Blank and zero
Section titled “Blank and zero”A blank Proposed cell inherits Current. Zero means zero. Clear an entry to inherit again. Inactive is a deliberate exclusion, not a blank.
Funding
Section titled “Funding”The sheet for the funding rate, funded hours, and the shared reserve settings.
Care Team
Section titled “Care Team”The sheet for worker and shift rows. Scheduled, Casual, and Inactive are the statuses. Casual may keep a rate with zero recurring units.
Expenses
Section titled “Expenses”The sheet for recurring costs that are not wages. A blank Proposed amount inherits Current. Zero removes that cost. The policy note sits on the same row.
Client Review
Section titled “Client Review”The read-only sheet. It shows Current, Proposed, and the change, including annualized recurring base pay by worker. It does not replace the editing sheets.
Parameters
Section titled “Parameters”Maintained rates and allowances: value, effective date, status, and source. Not the same as a number the employer types.
Employment cost
Section titled “Employment cost”Wages plus vacation, sick, and statutory planning allowances plus employer CPP, CPP2, EI, and WorkSafeBC, as a monthly amount.