|
Date |
Professional Standards |
Source(s)
and
Documentation |
Health &
Safety Issues |
Project Leader |
Standard
Implemented |
|
Fully |
Partially |
Not |
 |
 |
|
|
FM.P1 |
The budget development process includes input from staff, administrators,
board and community. |
|
|
|
|
|
|
|
|
|
FM.P2 |
Policies and regulations exist on budget development and monitoring |
|
|
|
|
|
|
|
|
|
FM.P3 |
An adopted budget calendar exists that meets legal and management requirements. |
|
|
|
|
|
|
|
|
|
FM.P4 |
Revenue and expenditures are forecast and verified monthly. |
|
|
|
|
|
|
|
|
|
FM.P5 |
The budget includes meaningful/ crucial information and is presented in
a manner that the board, staff and community easily understands. |
|
|
|
|
|
|
|
|
|
FM.P6 |
Clearly identify one-time source and use of funds. |
|
|
|
|
|
|
|
|
|
FM.P7 |
The district uses an on-line position control system which tracks personnel
allocations and expenditures. |
|
|
|
|
|
|
|
|
|
FM.P8 |
An accurate record of daily attendance is maintained at the site and reconciled
monthly. |
|
|
|
|
|
|
|
|
|
FM.P9 |
Budget revisions occur per established procedures and are approved by the
board. |
|
|
|
|
|
|
|
|
|
FM.P10 |
Timely and accurate information regarding all financial activity of income
and expenditures (unrestricted and restricted) programs is evident. |
|
|
|
|
|
|
|
|
|
FM.P11 |
A reliable computer program which provides reliable multi-year financial
projections is used. |
|
|
|
|
|
|
|
|
|
FM.P12 |
Detailed and summarized current fiscal year financial projections by the
month exist for income and expenditures. |
|
|
|
|
|
|
|
|
|
FM.P13 |
The use of reasonable ADA and COLA estimates are used when planning and
budgeting. |
|
|
|
|
|
|
|
|
|
FM.P14 |
The district annually provides a multi-year revenue and expenditure projection
for all funds of the district. |
|
|
|
|
|
|
|
|
|
FM.P15 |
Policies and regulations exist on Independent Study, Home Study, inter/intradistrict
agreement and districts of choice concerning fiscal impact. |
|
|
|
|
|
|
|
|
|
FM.P16 |
There is a process in place for the planning and implementation of a positive
certification on the annual district budget. |
|
|
|
|
|
|
|
|
|
FM.P17 |
There is a process in place for the fiscal input and planning of the district
technology plan. |
|
|
|
|
|
|
|
|
|
FM.P18 |
Develop and use a professional development plan, i.e., training business
staff. |
|
|
|
|
|
|
|
|
|
FM.P19 |
Perform a monthly cash reconciliation with the county treasurer. |
|
|
|
|
|
|
|
|
|
FM.P20 |
When a fund has a deficit, how the deficit is being funded and the plan
to balance the fund has been identified. |
|
|
|
|
|
|
|
|
|
FM.P21 |
Adhere to criteria and standards as adopted by the State Board for budgets
and interim reports. |
|
|
|
|
|
|
|