EDLD+5342+SU3003+Cohort+5+Wiki+Group+5++Week+2+Assignment,+Part+2

Lorissa Bailey, Brenda Avance, Marie Adams Jody K otys Below was copied from http://learn-n-lead.wikispaces.com/-/EDLD%205342%20Week%202%20Assignment%20Part%202/Wiki%20Group/?responseToken=04a33b7bd795497093733c6d2756a30c on 4-18-12 10:45 PM BA EDLD 5342 SU3003 Cohort 5 Wiki Group 5 Week 2 Assignment, Part 2 - State Budget Development Insights and Reflections Lorissa Adams Jody Kotys Brenda Avance Marie Adams
 * EDLD 5342 SU3003 Cohort 5 Wiki Group 5 Week 2 **

From Jody: After sorting our findings, this is what the consensus came out to be. I posted it to the discussion board.

EDLD 5342 Week 2, Group 5 Assignment Post Top Five List of Events and Dates in the Development of the District Budget

Budget priorities/initiatives identified by Executive Team Collect and Analyze student projections
 * 1) ** ** November - Create Budget Development Plan **

// Student schedules and campus budgets for personnel must be driven by student requests and campus programs. //


 * 2) ** ** February 14-25 – **
 * Distribute budget preparation documents to campuses and central offices
 * Conduct budget workshops for central budget managers
 * Conduct budget workshops for campus administrators by Learning Community

// These documents generated by gathering this information are necessary to evaluate goals, set responsibilities and to set up the framework for the budget driven by goals and objectives. //


 * 3) ** ** May 12 – Board of Trustee Business Briefing **
 * Preliminary 2011 - 2012 Budget Review
 * Review Revenue Projections

// Along with the preliminary estimate of taxable values received from Central Appraisal District, the Board of Trustees sees the preliminary budget and reviews how it aligns with revenue projections. This gives the superintendent the opportunity to gain support and understanding of the new budget by clarifying any questions and presenting information that correlates with district goals. //


 * 4) ** ** June 23 - Board of Trustees Meeting **
 * Tax Rate Public Hearing
 * Adopt 2010-2011 Budget

// The community has the opportunity to weigh in on the tax rate and see how it corresponds to the new budget. //


 * 5) ** ** Aug 25- Board of Trustees Meeting **
 * Adopt a Tax Rate

// Since the entire budget is predicated on the tax rate adopted by the board, this final step assures that the budget will be covered for the upcoming school year. //

(not in a particular order)
== **1.S**chool starts on the 4th Monday in August but t**he date for the new budget to be released is the 1st of September if it is not on a weekend, this causes an issue when the new year start but the new funds are not available yet.** {Two critical dates for budget preparation/adoption have been mandated by TEA. These dates (as noted in the previous section, Legal Requirements for Budgets) are: (1) August 20th -the district budget must be prepared by this date (June 19th for districts that have a July 1st fiscal year start date), and (2) August 31 -the district budget must be adopted by the school board by this date(June 30th for districts that have a July1st fiscal year start date)} ==

==  **2.** ** November - Create Budget Development Plan * ** Budget priorities/initiatives identified by Executive Team Collect and Analyze student projections *  // Student schedules and campus budgets for personnel must be driven by student requests and campus programs. //==

== **3. Between February14-25 -** Distribute budget preparation documents to campuses and central offices and conduct budget workshops for both campus administrators and central office administrators. ==

==These are all important because they directly impact budget implementation and fund management. We are all in agreement that all of the Calendar for Budget Development are equally important and it is very hard to pick just five. ==

EDLD 5342 Week 2, Group Assignment Top Five List of Events and Dates in the Development of the District Budget == **Marie's Top Five and Reasons are in blue Jody's Top Five are in purple Brenda's Top Five are in pink Lorissa's Top five are in black **  == ** 1) ** ** November - Create Budget Development Plan ** Budget priorities/initiatives identified by Executive Team Collect and Analyze student projections

// Student schedules and campus budgets for personnel must be driven by student requests and campus programs. // == **1.S** **chool starts on the 4th Monday in August but t** **he date for the new budget to be released is the 1st of September if it is not on a weekend, this causes an issue when the new year start but the new funds are not available yet.** {Two critical dates for budget preparation/adoption have been mandated by TEA. These dates (as noted in the previous section, Legal Requirements for Budgets) are: (1) August 20th -the district budget must be prepared by this date (June 19th for districts that have a July 1st fiscal year start date), and (2) August 31 -the district budget must be adopted by the school board by this date(June 30th for districts that have a July1st fiscal year start date)} ==

1.November - Create Budget Development Plan
2) ** February 14-25 – **
 * Distribute budget preparation documents to campuses and central offices
 * Conduct budget workshops for central budget managers
 * Conduct budget workshops for campus administrators by Learning Community

// These documents generated by gathering this information are necessary to evaluate goals, set responsibilities and to set up the framework for the budget driven by goals and objectives. // ==== ==== ==** 2.Late **** May 25 General Operating Budgets Due - submitted for approval in TEAMS; Campus Improvement Plans including prelimiary allocations of Title and Comp Ed funds Due - completed in FTF; All Federal Fund Budgets Due - completed in FTF (i.e. Special Ed, Child Nutrition, etc.) **== ====2. . Between February14-25 - Distribute budget preparation documents to campuses and central offices and conduct budget workshops for both campus administrators and central office administrators ====

3) ** March 21 - April 1 - **** Review and analyze budget input ** (Budget Services/ Executive Team, and Executive Directors)

// Evaluation of input from campuses and central office departments need to be analyzed to align programs, performance goals and funds needed to drive them. // ==== 3. May 12 - Board of Trustees Business Briefing Preliminary Budget Review and Revenue Projections ====
 * 3. **** August Regular Board Meeting - Final Budget Approval **
 * 4) ** ** May 12 - Board of Trustees Business Briefing **
 * Preliminary 2011 - 2012 Budget Review
 * Review Revenue Projections

// Along with the preliminary estimate of taxable values received from Central Appraisal District, the Board of Trustees sees the preliminary budget and reviews how it aligns with revenue projections. This gives the superintendent the opportunity to gain support and understanding of the new budget by clarifying any questions and presenting information that correlates with district goals. // ==== 4. June 23- Board of Trustees Meeting Tax Rate Public Hearing and Adopt New Budget ====


 * 4. ** February/March- Needs Analysis/Campus Improvement Plan Development/Capital Needs

** 5) ** ** June 23 - Board of Trustees Meeting **
 * Tax Rate Public Hearing
 * Adopt 2010-2011 Budget

// The community has the opportunity to weigh in on the tax rate and see how it corresponds to the new budget. // ==== 5. August 25 - Board of Trustees Meeting Adopt Tax Rate ====