Presentation on theme: "Budget Notes Budget Meeting January 28, 2015. All Forms on Website."— Presentation transcript:
Budget Notes Budget Meeting January 28, 2015
All Forms on Website
Budget Calendar February 13, 2015 (Fri.) Noon – Budget packages due to Business Office Accountants February 24, 2015 (Tues.) Noon – All Capital Outlay requests due to Business Administrator (Electronic and Hard Copy) March 10, 2015 (Tues.) 4:00 p.m. – Capital Outlay Committee Meeting to Develop Recommendation to Directors. March 16, 2015 (Mon.) Noon – Deadline to submit student fees changes (submit to Phyllis Elgiar) April 14, 2015 (Tues.) – Board of Education to approve Capital Outlay – Requestors must be present. April 14, 2015 (Tues.) – Student Fee Request changes presented to Board of Education for Approval – Requestors must be present.
School Supplies/Custodial Schools do not need to do a school supply (i.e. 0100,0110,0115, etc.) or custodial budget. Glenna will complete the school supply budget. Maintenance will set up the custodial supply budget. Schools will be able to complete Budget transfers or request Host Accounts in July
Schools Must Complete: Carry Over budget (97XX) School Budgets (98XX) UHS – Must complete budget for each Extra-Curricular Activity/Club. UHS does not have to use district form for Extra-Curricular/Club.
Benefit Percentage Estimates Posted on Website Percentage is 33.85% Family Plan = $16,615/$19,440
Budget Form Save File First – Do Not Open! File Name must be Program #/Program Name (i.e Title 1, etc.) It should look like the following when printed
No Presentations!!! However, The Board of Education will be receiving a copy of the Electronic File. Please spell correctly and use proper punctuation. Fund 23 will be changed to Fund 10 (Adult Ed and Preschool)
PY Reports Financial – Info can be obtained from Alio Inquiry screens.
FY 14 is also Available
FY 14 Data
Payroll Info - Confidential Will be provided to each program by your accountant. PLEASE SHRED WHEN FINSIHED COMPILING YOUR BUDGET!!!
Do Not Copy and Paste!!! Please Please Please
Total Budget Tab
Revenue Rules Carry Over vs. New Revenue Source will not populate if Revenue Code is not correct If source does not populate, please use correct code or call accountant for assistance
Salary Rules Input Employee Name Select or Input “Salary FTE %” – Should use one of the values available. “Yes” or “No” for Medical Insurance “Yes” or “No” for Retirement. Once an employee qualifies for retirement, all wages are subject to retirement.
Salary Rules YOS = Years of Service – Copy from Payroll sheet that has been distributed. This total is years of service in Uintah School District. Enter number of “Contract Days” – Typically same as salary schedule but there are a few exceptions (i.e. Counselors) Enter “Salary Schedule” – Use the step as specified on the payroll sheet that has been distributed. Admin Stipend – Calculate at FY 15 +3%
Salary Rules Description will Auto Fill Base Salary will Auto Fill If Base Salary amount is “0”. Fill in appropriate amount. A school year is typically 36 weeks. Use FY 2015 Part-Time Schedule Amounts Be aware if contract days and salary schedule days are different and make adjustments accordingly. Salary amount DOES NOT include Teacher Salary Increase ($4,200 or $2,500)
Salary Rules Enter Medical Code – W= Waiver S, C, F, or HS, HC, HF. Input account code string. All Salary objects begin with a “1”
Salary tab – Days Discrepancy
Benefits Tab – No Entry
Summary of Changes Changes to Line Items Changes to FTE’s Requests for Positions Just include in Word Document