1. New Principal Orientation Budget Services July 21, 2014

2. Allocation Sheets Final Allocation Sheets will be distributed in November: Based on the October FTE counts. Use Allocation figures from the previous year when budgeting for school spending prior to Allocation Sheet distribution. The Principal is responsible for refunding any amounts that are overspent.

3. Allocation Sheet

4. FY2015 Allocation Highlights: Per pupil allocation amount: o Elementary$32/FTE o Middle$40/FTE o High$48/FTE Unused funds are not carried over to the following year. Each school receives a base amount of School Focused Staff Development funds to begin the school year. The local school billing account can be used to purchase items using the county purchase order system.

5. Navigating the Portal County funds can be viewed on the Financial Portal at http://finance.cobbk12.org/ Save this page as a favorite on your computer.

6. Financial Services Online Your personalized Financial Portal page:

7. Financial Analysis Personalized Query Page:

8. Financial Analysis Query Page Charge Code Information (a 6 block code by which any budget expenditure can be identified): Fund - Identifies a sum of money as a specific resource, which is used for specific, authorized purposes. Agency – Identifies the individual responsible for a group of accounts. Organization – Identifies the purpose of the transaction and describes the activity for which a service or material is acquired. Activity – Identifies specific activities and procedures designed to accomplish a predetermined objective. Object – Identifies the nature and goal of an account or transaction describing the specific service or commodity obtained. Reporting Category – Indicates the location/site where the purchased item or service will be located.

9. Financial Analysis Query Page Appropriation Unit Accounts are grouped into Appropriation Units (e.g. Instructional Funds). Administrators may cross spend funds contained in the various accounts within the Appropriation Unit. As long as the entire Appropriation Unit is within budget limits, the system will accept additional expenditures to non- budgeted “zero-budget” or over-budget accounts.

10. Budget Information Allocation Manuals FSU Financial Services Online – Documentation & Procedures General Financial Procedures Manual Financial Services Online – Documentation & Procedures

11. Contact Information Budget Staff for Local Schools Pamela Houston – Budget Coordinator/Elementary Schools pamela.houston@cobbk12.orgpamela.houston@cobbk12.org770-426-3470 Gina Wheeler – Budget Coordinator/Middle & High Schools gina.wheeler@cobbk12.orggina.wheeler@cobbk12.org770-426-3312 Kerry O’Malley – Budget Analyst/Special Schools & Grants kerry.omalley@cobbk12.orgkerry.omalley@cobbk12.org770-426-3319 Becky Beck – Budget Manager becky.beck@cobbk12.orgbecky.beck@cobbk12.org770-590-4552