Assistant Princ.

All right, so if we were to have an assistant

principal come into Maxfield an elementary first, sit them down

and kind of discuss their background, what type of school

district where they coming from.

Um I would want to know what their knowledge of

the budgeting would be, how much of a play that

they expected, how much of a role they expected to

have in the budgeting process and um just kind of

their their experience following this, I would then go on

to explain that because Maxfield is a small elementary campus,

um they may be expecting to be playing a bigger

role in it, then they really will get to um

and then go on to explain that since our campus

is so small and her district is so small, our

role in the budgeting process is often a lot smaller

than most who come from bigger school districts.

I would explain that a lot of their role is

going to be played in um leading curriculum and um

disciplined and make sure that they had an understanding that

while they do get to play a small part of

the budgeting process, they, that will not be the majority

of their time spent at maxfield.

So then I would go ahead and show them this

breakdown of a budget code.

We have been blessed with a quick reference guide um

to school district finance codes that has been provided to

us through our region.

So region 14 has provided this for us.

Um so it's just a general breakdown of what these

codes mean.

I would go on to explain that this first section

is going to identify, where is this funding coming from?

Is it coming from a federal?

Is it coming from the district?

Um So I would go on to explain that most

of our funding and any time that anything is used

in a monetary amount is requested.

Um This code is or was always going to say

1 99 because that is the general fund that we

use. Um This next section is called the function code.

The function code is just a breakdown of where is

this money coming from or what is this focused in

on? Um What is the purpose of this transaction?

Is it going to be for instruction?

Is it going to be um in structured in school

leadership isn't support services for her students.

Is it Administration support services.

Um Is it for non student based support services?

Um Is it for community?

Is it for facilities?

Is it for debt services?

So then this next section, the object code is just

a breakdown for what what is this going to do?

What is the nature and the object of the account,

the transaction or the source?

Um So these will kind of break down about what

kind of transaction this is.

Um So is it going to be um something that

is going to go towards furniture?

Is it for our buildings and improvements?

Is it um accounts as this um to help cover

our teachers salaries?

Um Is this a liability?

Is it?

And so on.

So this is just a breakdown and explaining of what

the nature of this purchases and then our next section

is local.

So is that going to be something that goes for

Social Security?

Is an insurance?

Is it um Food services that has been provided for

our students?

Is athletic activities, extracurriculars.

Um And then just miscellaneous things that have that are

needed for our campuses.

Um This is also going to include our breakfast programs.

Um So these are just the code of what is

this doing for our campus?

And then that's next section is going to be her

organization codes.

Uh Is this for teachers and professionals?

Is it going to be um for rent tools?

Um Is it for um is this going to cover

our GT program etcetera?

Um And then the next thing is just going to

be the fiscal year.

So is this, so for example this one would be

21 then the program and tim codes is going to

be um is this for the elementary, the middle school

and high school?

And each of these will have their own code and

then it continues on.

So then the last thing that I would really really

want to make sure that my assistant principal knows would

be to know the expectations of the process um and

make sure that they understand that our teachers do a

big portion of this and this is a lot smaller

over process because we are so small, so the teachers

are expected to turn in our purchases request forms uh

on that form, it is just um them identifying where

the vendor is.

Um and this vendor has to come from a briton

approved list of vendors that are district has agreed upon.

Then they have to include an itemized list with prices

um and then the amount for each item.

Um and then they also have to have that, they

have to make sure that there's three quote.

So say a teacher were to turn in a purchase

order for a set of alphabet letters for their classroom.

They would need to include three different quotes for that

specific item.

So say they found it on amazon which is an

approved vendor for our school.

They would have to have three different quotes.

So this one is just the alphabet letters and this

one is the alphabet letters in the trade.

And then this one comes with an organization container and

include all the three different prices.

And then they would also have to include a description

for why this is needed for their classrooms or why

they are requesting these materials.

And then the principal then goes in to make sure

that all of the teachers part of it has been

filled out.

They have also um, approved it to ensure that has

included all of the needed information.

Then they also have to go in and match a

campus goal from our campus improvement plan that matches what

is being requested.

So if this focuses on student improvement and that's a

goal from our campus improvement plan, um, then they would

match that to that specific goal and then they also

go in and insert the budget codes.

So then I would explain to the assistant principal that

it's important to know those goes, but it's also good

to have something to look back on if they get

stuck and then our superintendent just goes through and does

the checks and balances process.

Did my teacher do what they were supposed to do?

Did my principal do what they were supposed to do

was a goal from the campus improvement plan, identified.

Um were the budget codes that were placed the correct,

is there enough funding in that um specific account to

be used?

And then they just go about approving or denying a

purchase order.

And oftentimes if our amounts that is being requested is

a big amount, they will go about addressing that with

the school board

Assistant Princ. - Budget

Chapters

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