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This assignment replicates an authentic process that school leaders conduct each year. Reviewing the prior and current budget against the school’s CIP/SIP and the data gathered from the needs assessment are required for the principal to plan and develop the upcoming budget. This process could also reveal accomplishments in goals and help set new improvement goals for the future.

Allocate at least 5 hours in the field to support this field experience.

This assignment requires the review of a full site budget, not just one area. (A sample budget is provided if you are unable to access your school’s budget.).

Part 1: Collaborate

Engage in a collaborative discussion with your principal or another school principal about planning a site budget and request to review the school's current and previous year's budget, as well as their CIP/SIP. After reviewing the two budgets and the CIP/SIP, ask the principal to describe how the current budget was developed, including:

  • Development timeframe
  • Stakeholders involved in the process
  • How needs were identified
  • Process of defense and modification
  • District technology requirements and their effects on the budget process

Review the differences between the current budget and the previous budget, asking the principal to provide insight on any differences. Discuss to what degree the principal thinks the budget realistically supports the CIP/SIP.

Part 2: Budgetary Needs Assessment Survey

Administer the online needs assessment survey that you created in Topic 3 to six or more faculty and staff identified by you and the principal mentor.

Use any remaining field experience hours to observe and assist the principal mentor.

Part 3: Schoolwide Budgetary Needs Assessment Summary and Reflection

In 750-1,000 words, summarize your schoolwide budgetary needs assessment, addressing:

  • Background information: An overview of the school (e.g., student demographics, community profile, major programs)
  • Current budget expenditures
  • Current budget revenue
  • Key findings from comparing last year’s budget, this year’s budget, and the current CIP/SIP
  • Key findings from analyzing the results of the assessment surveys
  • 2-3 preliminary suggestions you might make, based on the needs assessment data you presented

Reflect on how conducting a formalized needs assessment is an important step in promoting continuous and sustainable school improvement. Incorporate PSEL standards into your reflection. Describe how you will apply what you have learned to your future professional practice.

While APA style format is not required for the body of this assignment, solid academic writing is expected, and PSEL standards should be referenced using APA documentation guidelines, which can be found in the APA Style Guide, located in the Student Success Center.

This assignment uses a rubric. Review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

Operating Summary

2016 BUDGET REQUEST FOR OPERATING FUNDS
ALL SCHOOLS & DEPARTMENTS Revised Date: 2/16/15
Please review Sample Chart of Accounts
DESCRIPTION OF EXPENSES BY FUNCTION $ REQUESTED
FUNCTION: 1000 INSTRUCTION $45,500
FUNCTION: 2100 PUPIL SERVICES $1,500
FUNCTION: 2210 IMPROV INSTRUCTIONAL SERVICES $180,270
FUNCTION: 2220 MEDIA SERVICES $12,000
FUNCTION: 2300 GENERAL ADMINSTRATION $206,250
FUNCTION: 2400 SCHOOL ADMINSTRATION $5,000
FUNCTION: 2500 BUSINESS SERVICES $46,300
FUNCTION: 2600 MAINTENANCE & OPERATION $2,402,617
FUNCTION: 2700 TRANSPORTATION $1,042,380
FUNCTION: 2800 CENTRAL SUPPORT $22,500
FUNCTION: 2900 OTHER SUPPORT $111,000
TOTAL OPERATING EXPENSES $4,075,317
CURRENT YEAR REQUEST: $4,075,317
PRIOR YEAR REQUEST: $5,285,186
DIFFERENCE OF: -$1,209,869
-22.89%

School Summary

2016 BUDGET REQUEST FOR OPERATING FUNDS
ALL SCHOOLS
DESCRIPTION OF EXPENSES BY FUNCTION $ REQUESTED
FUNCTION: 1000 INSTRUCTION ERROR:#REF!
FUNCTION: 2100 PUPIL SERVICES ERROR:#REF!
FUNCTION: 2220 MEDIA SERVICES ERROR:#REF!
FUNCTION: 2400 SCHOOL ADMINSTRATION ERROR:#REF!
TOTAL SCHOOL OPERATING EXPENSES ERROR:#REF!
CURRENT YEAR REQUEST: ERROR:#REF!
# OF STUDENTS SERVED * 6,960
OPERATING FUNDS EARNED FROM STATE (INSTRUCTIONAL/SCHOOL ADMIN/MEDIA) $911,026
LESS LOCAL 5 MILLS (14.59% proportionate) ($132,919)
LESS AMENDED FORMULA ADJUSTMENT (9.4% proportionate) ($85,636)
BALANCE OF FUNDS AVAILABLE FOR OPERATING $692,471
OPERATING FUNDS EARNED FROM STATE – PER STUDENT BASIS ** $99.49
* FOR BUDGET PURPOSES FTE & STUDENT ARE SYNONYMOUS
** IMPORTANT NOTE: THIS DOES NOT TAKE INTO ACCOUNT ANY PROGRAM WEIGHTS
FY 2016 OPERATING BUDGET:

Level Grove

SAMPLE BUDGET FOR SCHOOL OPERATING FUNDS
SCHOOL NAME: Sample School
School Enrollment 650 students
School Allocation:
Title I funding–federal $35,000.00
State $17,000.00
Media $12,000.00
Total School Allocation $64,000.00
sample categories sample descriptions (you can change these descriptions)
FUNCTION: 1000 Instruction $ Allocated DESCRIPTION/JUSTIFICATION
610 Supplies -K $3,000 Classroom materials and supplies
610 Supplies – Gr 1-3 $3,000 Classroom materials and supplies
610 Supplies – Gr 4-5 $3,000 Classroom materials and supplies
610 Supplies – Art/Music/PE/Lab $3,000 Classroom materials and supplies
610 Supplies – SpEd $3,000 Classroom materials and supplies
610 Supplies – Gifted $2,000 Guidance materials, manipulatives, supplies
610 Supplies – Counselor $1,000 Classroom materials and supplies
611 Technology Supplies $12,000 ex: toner, headphones
612 Computer Software $15,500 ex: Accelerated Reader/STAR EL, Math & Reading
642 Books $17,000 Books for student use
Total Instruction $ Requested $45,500
FUNCTION: 2100 Pupil Services $ REQUESTED DESCRIPTION/JUSTIFICATION
610 Supplies $1,500 health services/clinic needs for student well-being; per FTE basis
Total Pupil Services $ Requested $1,500
FUNCTION: 2220 Media $ REQUESTED DESCRIPTION/JUSTIFICATION
611 Technology Supplies $1,000 toner
610 Supplies $1,000 book binding
612 Computer Software $4,000 Media/Fixed Asset/Textbook Data Management Program
642 Books & Periodicals $6,000 Books, magazines, newpapers, E-books
Total Media $ Requested $12,000
FUNCTION: 2400 School Admin $ REQUESTED DESCRIPTION/JUSTIFICATION
530 Communication $1,250 postage & postage meter supplies
580 Travel – Employees $750 Courier; roundtrip to C/O; 190 days; .55 cents; mail pick-up/drop-off; post office; bank
580 Travel – Employees $750 principal travel to/from principal meetings; other required travel
610 Supplies $500 office
611 Technology Supplies $1,250 toner
810 Dues and Fees $500
Total School Admin $ Requested $5,000
FY 2016 OPERATING BUDGET: $64,000