1. Basics for New Finance Officers Part I
Jan Johnston, Pendleton County Schools
Jennifer Pierce, Bellevue Independent Schools

2. Resources for Finance Officers
KDE’s Website
Difficult to Navigate, but if you always start with this path, you can find a lot
KDE’s homepage
Click on District/School Support (on left)
Click on Overview
MUNIS Support and Guides
Listing of all other Finance Related Topics

4. Financial Management Calendar
KDE’s website | District/School Support | District Financial Reporting | Financial Management Calendar….
Shows what is due each day of each month in the calendar year
Not only lists items for finance, but DPP (PA-2s, PA-3s) and HR related topics like New Hire Report
Not always notified when it is updated – check for new version periodically

6. Important Due Dates for Superintendents
Contains similar monthly calendar
Several overlap with finance due dates
perintendentCalendar%20Final.pdf

8. Financial Management Manual
KDE’s website | District/School Support | District Financial Reporting | Financial Management Calendar….Manual
Definitions of various revenue sources
Property Taxes (Compensating, 4%, Subsection, Tier I, Tier II)
Permissive Taxes (Utility tax, Occupational tax, Excise Tax)
State Sources (SEEK, Grants)
Federal Sources (IDEA, Title I, Title II, Perkins, Preschool)
Budgeting and Financial Accounting
Description of Items surrounding budgeting cycle (SBDM Allocations, Draft Budget, Tentative Budget, Working Budget, AFR)
SBDM Council Financial Management
SBDM Manual, Principal Selection Training

9. Financial Management Manual
Restricted Funds/Balances
FSPK – Building Fund & Capital Outlay, SFCC, SEEK Capital Outlay, Construction, Technology, Sick Leave Escrows
Debt Management
Bond Sales, Bonding Potential
Attendance
Pupil Attendance Program Documents
Procurement
Bid Law, Model Procurement, Other Purchase Policies/Process, Insurance
Miscellaneous
Bond of Depository/Treasurer, EFT, Employee Contracts, Salary Schedules, Utility Tax Procedures

10. “MAKE SURE YOU ARE IN THE GROUP”
All State Munis Finance Contacts
KDE MUNIS Support Team or
May also talk to your district WAAPOC
Sends out s and webcasts on all topics – not just information about KHRIS
Team can only answer questions/offer assistance with KY specific items
KDE Munis Support Blog – takes you to SharePoint site
ACA, Budgets, KHRIS, General Ledger, KRS/KTRS, MUNIS System Admin, Payroll, Webcasts
my.sharepoint.com/personal/kdemunis_education_ky_gov/Blog/_layouts/15/start.aspx#/List s/Categories/Category.aspx?CategoryId=12
Find a regional finance meeting to attend

11. Financial Management Newsletter
KDE’s website | District/School Support | District Financial Reporting | Financial Management Calendar….Manual….Newsletters
Notification of publication is iffy….suggest to look each quarter for new newsletter
Contains Finance and DPP-related items (anything that would impact the district finances)
Contains timely information for current/up-coming quarter

12. KDE Partner Resources
KYMUG Listserv -
Complete name and address
Click KYMUG button to subscribe
Coops (KEDC – Ramona Gardner)
Regional Finance Meetings (networking!!!)
MUNIS Support
Help (Phone and On-line Support and now After Hours Escalation procedure)
Tyler Community
Tyler University

13. KDE Partner Resources
KASBO (Leadership Institute, Spring/Fall Conferences, Targeted trainings)
School Finance Management Institute (Gatton)
Communications from the Commissioner
KDE’s website | Commissioner of Education | Overview
Advisory Groups
Blog
Messages (Fast Fives & Superintendent s)
Presentations
Webcasts
State Employee Travel – Under “Rates” Section

14. Questions??