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TRANSCRIPT
Budget 2020 – 2021
Department Budget Entry
User Manual
Updated: January 2020
1
Table of Contents
1. Introduction. Pages 3-4
2. Budget Process and Approval Levels. Page 5-6
3. Preliminary Computer Set Up. Page 7
4. Accessing the MUNIS Budget Module & Department Data. Pages 8-11
5. Setting up the Template Headers. Page 12-13
6. Review baseline Department Staff. Page 14
7. Entering Departmental Budget Requests:
a. Non Staff and OT/Ancillary Requests. Pages 15-22
8. Attachments:
- Attachment #1 – Master List of Cost Centers & Budget Liaisons.
- Attachment #2 - Examples of Budget Request Input FOR NON STAFF
& OT/ANCILLARY.
- Attachment #3 - How to Access Historical Munis budget data and
actual expenditures.
2
Introduction
This is our 5th year using Munis to construct the District’s budget. While the look of the Munis
upgrade is different the data entry requirements are very similar to the prior 5 years.
Therefore, we are expecting very accurate, detailed and very thorough budget entry from the
Departments within a shorter time frame this year.
Please note again this year we require all NEW Spending Requests (not offset by cost
reductions) be submitted on the NEW Spending Request Form to your budget liaison.
At the department level, we will use Munis to budget for all spending, both staff and non-staff
with the exception of costs allocated through the School Based Budget process:
- Non Staff Lines:
o All non-staff items are entered on a zero based budget basis in Munis.
See Attachment #2 for examples of budget input for NON Staff and
OT/Ancillary lines.
- Staff related lines:
o The Level 2 budget includes all general fund positions (including
vacancies) as of 12/31/19 (including the 47 unbudgeted staff added by
the Superintendent). Please review the baseline staffing for your
department and work closely with your budget liaison to make any
necessary corrections for the 2020-2021 budget year.
Budget Liaisons - Each Department has been assigned a budget liaison. Please contact them
with any questions regarding setting up your computer with the Munis budget module,
training, data input or submitting your final budget. See Attachment #1 for a list of
Departments, Cabinet Member, Budget Managers, Budget Entry Staff and Budget Liaisons.
Training – Group training will be scheduled for late January. Once dates are set please go to
the PGS system to register. Detailed information to follow. Additional training can be arranged
with the budget department if necessary. Please contact your budget liaison with any
questions.
General Fund Projects (CSP, LEP, MAG, CFE, EXMPT…) – General Fund Projects will be
budgeted separately by the assigned Budget Manager and Budget department liaison. See
attachment #1.
New Spending Requests – All NEW spending requests (not offset by cost reductions) should be
submitted on a NEW Spending Request Form to your Budget Liaison.
New Account Creation - If your department requires setting up a new account please contact
your budget liaison.
3
Access to Historical Data- The Munis budget module provides access to current and prior
year’s actual and budget data. See attachment #3 for instructions on how to access this
information. Contact your budget liaison if you require detailed information on last year’s
budget entry.
Due Dates for MUNIS Input – all Department budget requests must be input into Munis and
Approved by a Cabinet member by February 24, 2020.
4
The Budget Process and Approval Levels
There are 5 Approval Levels within the budget process. Department budget entry will begin at
Level 2.
Level 1 – FOR BUDGET DEPARTMENT USE ONLY. This is the baseline 2020-2021 budget
projection. It includes ; flat revenues, all current approved positions as of 12/31/19
(including the 47 unbudgeted positions added this year) with longevity, step & contract
increases, CY REVISED Budget numbers for all Non-Staff & OT/Ancillary lines, projected
employee benefits, projected Charter school payments and scheduled debt service.
Level 2 – Department entry of budget requests and Cabinet Review. All Level 1 non staff
lines are zeroed out in Level 2. Departments review base staffing, enter requests for all
non-staff lines and submit NEW SPENDING REQUESTS forms to your budget liaison.
Level 3 – Cabinet review of Level 2 budget and revisions from Superintendent’s budget
retreats.
Level 4 – Level 4 includes all final deficit closing measures.
The Level 4 budget is the Superintendent’s recommendation to the Board.
Level 5 – Board Review and Approval. Allocations and SBB reconciliations are made after
Board Approval and before Approved Budget is Posted to Munis Accounting System.
This is the original budget posted to Munis.
The workflow for Level 2 input is below:
- Departments review the baseline Staffing detail provided in Munis. Contact your
Budget Liaison with any corrections, position changes or deletions.
- Departments enter detailed budget requests for all NON-STAFF and OT/ANCILLARY
lines (object codes 199, 167, 113, 158, 188, 488, 135, Staff Development codes 102
and 103 and Curriculum Development codes 104 and 105). Please follow the
instructions in the User Manual and concisely document your budget lines in detail.
Contact your Budget Liaison prior to entering any substantial new spending requests.
- Cabinet reviews Level 2 department input and sends an email to the assigned liaison
that Level 2 input is complete. Send the email to the budget liaison assigned to the
department with the following subject information: “Dept. Code” “Level 2 Budget
Entry Complete”. For example – 802 Level 2 Budget Entry Complete.
- The due date for submitting Level 2 budgets is February 24, 2020.
5
- Budget Liaison reviews budget information to ensure all input is complete.
o If no changes are required budget requests are moved to Level 3.
o If changes are required Budget Liaison notifies department Budget Manager,
Budget Manager makes corrections and sends another email to the Budget
Department that budget is complete and ready for LEVEL 3.
- The final Level 2 budget will remain a static reference point. All changes to Level 2
budget requests will be made by the Superintendent/Cabinet/CFO in Level 3 & 4 and
the Board in Level 5.
6
Preliminary Computer Set Up
Locating and Making the Munis BUDGET Module a Favorite:
1. Your main Munis screen should be similar to below:
a. Under TYLER MENU:
i. Click MUNIS
ii. Click on FINANCIALS.
iii. Click on BUDGET PROCESSING.
iv. RIGHT Click on NEXT YEAR BUDGET ENTRY.
1. Click on ADD TO MY FAVORITES.
v. RIGHT Click on NEXT YEAR BUDGET REPORTS.
a. Click on ADD TO MY FAVORITES.
7
Accessing the Munis Budget Module
1. Once you have made NEXT YEAR BUDGET ENTRY a favorite:
a. Under FAVORITES
i. Click on NEXT YEARS BUDGET ENTRY.
8
2. The 2021 Budget Template will appear in BLUE at the first prompt. Click ACCEPT.
3. By clicking ACCEPT the Account Find Criteria becomes live and is ready for data entry.
This is where you locate your specific department.
4. In order to access your specific department please follow the instructions below.
9
5. At the FUND Prompt type in A.
6. At the SITE Prompt type in your 3 digit Department Code. A complete list of
department codes is provided in Attachment #1.
7. In the example ABOVE we are looking for the Legal Department so we type in 611.
8. The next step is to EXCLUDE all general fund project lines within your department. As
noted in the Introduction all general fund projects will be budgeted separately by the
Budget Manager and assigned Budget Liaison.
9. At the PROJECT Prompt ALL DEPARTMENTS must type in <A.
10. Click ACCEPT.
10
11. All the Fund Lines for this department will appear.
12. The next thing you need to do before entering your 2020 budget requests is set up the
budget template headers.
11
Setting Up the Budget Template Headers
To ensure the headers are saved after each data entry session the Budget Entry Staff must
work on the same computer throughout the budget process.
- Right Click on top header bar.
- A selection of header options appears.
- Make the following selections - Org, Object, Project, Description, 2021 LEVEL 2
Amount, 2021 Level 1 Amount, 2019 Revised, 2019 Original, 2019 Actual.
- Arrange the columns in the order shown above by Clicking and Dragging.
- The template headers will be saved and appear in this order each time you login to
the Budget Entry screens on the computer at which they were created.
12
Repeat THE SAME Procedures to set up the Budget Detail Headers at bottom of the screen.
- Right click on the bottom header bar:
- A selection of header options appears.
- Choose the headers/information you want to appear in the Budget Detail Section.
- You are now ready to review the Departments baseline staff and enter your 2021
non staff budget requests.
13
Review Baseline Department Staff
The first thing each Department must do is to review the baseline department staffing
contained in Munis and report any errors, omissions or requested changes to their budget
liaison. All NEW/additional department staff requests over the baseline amounts must be
submitted to the budget liaison on a NEW SPENDING REQUEST form.
To review the baseline department staff:
1. Click on the staff account line you want to review.
2. Review the Budget Detail at the bottom of the screen.
3. If the names and FTE’s (Level 2 QTY) are correct proceed to the next staff account
line.
4. Report any errors or omissions to your budget liaison.
The screen shot below provides an example:
When you have completed your review of the baseline staffing you can start entering your
budget requests for all Non Staff account lines.
14
Entering Departmental Budget Requests
Data Entry for NON STAFF and OT/Ancillary Lines – It is important to adhere to the
data entry instructions below for the few remaining required fields/prompts. Please keep in
mind and assume that all data entered will be viewed by the public.
To access the screen below follow the steps outlined on page 7 – 9.
You are now ready to enter your Departments 2021 budget requests.
15
All budget request data must be entered through the DETAIL INFO screen.
1. To begin entering data highlight a NON STAFF or OT/ANCILLARY related fund line and
click on the DETAIL INFO button at the top of the tool bar.
16
2. The DETAIL INFO screen below appears. This is where all required budget request
information will be entered.
17
3. There are 2 buttons at the top of the screen that you will use to enter or modify
budget information.
b. The green “plus” is used to ADD a new data record.
c. The update button is used to MODIFY an existing data record.
If you mistakenly entered a Data Record and need to DELETE this record please call your
Budget Liaison.
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ADD a New Data Record into a FUND LINE:
Detailed Itemization of Budget Requests - Many Fund Lines are comprised of several items.
Each item is a Data Record. For example, a Fund Line for contracts (Object Code 440) may
consist of several contracts. Each contract must be entered separately.
- Click the ADD button.
- The screen below appears. All Non Staff lines are considered Operating/Capital. CLICK
OK at this prompt.
19
The screen below appears. Now you are ready to begin entering your detail budget
request.
- TAB through the screen until you get to the Quantity Prompt.
- Quantity - in our example we are requesting funds for Contracts. Enter 1.
- Unit Cost – enter the annual cost of this contract.
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- DESCRIPTION BOX – two pieces of information are required to be entered in this box.
1. The Vendor or Employee Group who will receive the payment.
2. A concise description of the service requested. Who, what, where and why.
- JUSTIFICATION BOX – this is for Budget Department Use ONLY.
- Attachment #2 provides further instructions and examples of MUNIS input for
OT/ANCILLARY and NON STAFF fund lines.
- After completing the data entry for each item (DATA RECORD) CLICK Accept.
- If there are additional Data Records for this Fund Line CLICK the ADD button and
repeat the process above.
21
- If you CLICK BACK the screen below appears showing the $40,000 you just entered in the
Contract Expense line and the DETAIL at the bottom of the screen.
22
12/9/2019DEPT CODE CC DEPARTMENT NAME CABINET DEPARTMENT MANAGER BUDGET ENTRY STAFF BUDGET LIAISON
312 8S EMERSON Weimer, James Stokes, Debbie TBD Bowen, John
355 8R EMERSON ANNEX Weimer, James Schuta, Katie Davis, Lin Bowen, john
600 1A BOARD OF EDUCATION OFFICE Brown, Darren Brown, Darren Keane, Lisa Collins, Frederick
601 1B SUPERINTENDENT'S OFFICE Brown, Darren Brown, Darren Lowe, Nichelle Collins, Frederick
602 1G INTERGOV AFF, PLAN & COM Kersztes, Will Kersztes, Will Whalen, Kim Washington, Deborah
611 1Q LEGAL COUNSEL & LABOR RELATIONS Kuzma, Nathaniel Kuzma, Nathaniel Kotsis, Ellen Collins, Frederick
615 1H HUMAN RESOURCES Warren, Jamie Warren, Jamie Fields, Tabitha Collins, Frederick
617 1T PUBLIC INFORMATION & SERVICES Cala, Elena Cala, Elena Lowe, Nichelle Neyerlin, Rachel
618 1M OFFICE OF EMPLOYEE BENEFITS Warren, Jamie Warren, Jamie Floriano, Dana Collins, Frederick
619 3X CENTRAL MAILING Brown, Darren Brown, Darren Keane/DeMario Collins, Frederick
650 1R INFORMATION TECHNOLOGY Edwards, Sarah Stockmeyer, Eric Colston, Talisha Washington, Deborah
650 5Y INSTRUCTIONAL COMPUTER PROGRAM Edwards, Sarah Stockmeyer, Eric Colston, Talisha Washington, Deborah
700 1F CHIEF ACADEMIC OFFICER Botticelli, Anne Botticelli, Anne Brown, Tracy Washington, Deborah
703 4B OFFICE OF SCHOOL PERFORMANCE Wright, Casandra Dixon, Marianne Repman, Lori Salvamoser, Charles
704 2J GRANTS Pritchard, Geoffrey Robertson, Keith Burgess-Lutomski, Kristine Salvamoser, Charles
706 4E CURRICULUM DEVELOPMENT Botticelli, Anne Baudo, Kelly TBD Salvamoser, Charles
708 4R OFFICE OF SHARED ACCOUNTABILITY Morris, Genelle Morris, Genelle Julie Duk Washington, Deborah
709 4S SECURITY (INSTRUCTIONAL) Weimer, James Wagstaff, Fred Jackson, Nichelle Barnes, James
711 5C ELEMENTARY EDUCATION Botticelli, Anne Sipes, Jessica Dileo, Michele Salvamoser, Charles
713 5E ENGLISH LANGUAGE ARTS Botticelli, Anne Romain, Julie Shirley, Crystal Wood, Maria
714 5F MATHEMATICS Botticelli, Anne Wagstaff, JaDawn Pompey, Cassandra Wood, Maria
715 5G SOCIAL STUDIES Botticelli, Anne Brandy, W. Charles Pompey, Cassandra Wood, Maria
716 5H SCIENCE Botticelli, Anne Merrick, Tatiana Pompey, Cassandra Wood, Maria
717 5J PHYSICAL EDUCATION Botticelli, Anne Norton, Andrea Norton, Andrea Wood, Maria
718 5K READING Botticelli, Anne Byrne,Jane Dileo, Michele Wood, Maria
720 5N ART Botticelli, Anne Agosto, Michele King, Audrey Wood, Maria
721 5P VOCAL MUSIC Botticelli, Anne Schwanz, James King, Audrey Wood, Maria
721 5R INSTRUMENTAL MUSIC Botticelli, Anne Schwanz, James King, Audrey Wood, Maria
724 5S TECHNOLOGY Wiemer, Jim Harris, Robert Hopkins, Carmen Wood, Maria
724 5T HOME & CAREERS Wiemer, Jim Harris, Robert Garcia-Fernandez, Raquel Wood, Maria
724 5Z OCCUPATIONAL/VOCATIONAL ED Wiemer, Jim Harris, RobertHopkins, Carmen/Garcia-Fernandez,
RaquelWood, Maria
725 5X FOREIGN LANGUAGE Botticelli, Anne Mendola, Pietro King, Audrey Wood, Maria
730 4K HOME SCHOOLING Williams, Tonja Sanders, Aundrea Sanders, Aundrea Bowen, John
731 7M HEALTH SERVICES Pritchard, Geoffrey Pritchard, Geoffrey Pritchard, Geoffrey Salvamoser, Charles
733 7H LIBRARY SERVICES Botticelli, Anne Cambria, Michael Shirley, Crystal Collins, Frederick
734 7I STUDENT SUPPORT SERVICES Williams, Tonja Williams, Tonja Whalen, Kim Bowen, John
735 6E SPECIAL EDUCATION Botticelli, Anne Hoelscher, Kim Lee, Laverne Wood, Maria
735 6E SPECIAL EDUCATION - OBJECT 479 Pritchard, Geoffrey Pritchard, Geoffrey Collins, Frederick Wood, Maria
736 6X COMMITTEE ON SPECIAL EDUCATION Botticelli, Anne Hoelscher, Kim Waldraff, Kelley Wood, Maria
737 6Y 504/ADA Botticelli, Anne Hoelscher, Kim Lee, Laverne Wood, Maria
737 6Y 504/ADA - OBJECT 440 Pritchard, Geoffrey Pritchard, Geoffrey Pritchard, Geoffrey Wood, Maria
738 7A GUIDANCE SERVICES Williams, Tonja Younger, Martha Clifton, Michelle Bowen, John
743 7J STUDENT SERVICES Williams, Tonja Frisch, Heath Frisch, Heath Bowen, John
744 7K ATTENDANCE SERVICES Williams, Tonja Younger, Martha Clifton, Michelle Bowen, John
745 7L STUDENT PLACEMENT/CENTRAL PROCESSING Williams, Tonja Daniels, Kelli Daniels, Kelli Bowen, John
746 7P PSYCHOLOGICAL SERVICES Botticelli, Anne Hoelscher, Kim Waldraff, Kelley Washington, Deborah
747 7R SOCIAL WORK Botticelli, Anne Hoelscher, Kim Waldraff, Kelley Washington, Deborah
749 4J HOME INSTRUCTION Williams, Tonja Milioto, Carmen Milioto, Carmen Bowen, John
758 7Y YOUTH SERVICES Williams, Tonja Williams, Tonja TBD Bowen, John
ATTACHMENT #1 - MASTER LIST OF DEPARTMENTS
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12/9/2019DEPT CODE CC DEPARTMENT NAME CABINET DEPARTMENT MANAGER BUDGET ENTRY STAFF BUDGET LIAISON
ATTACHMENT #1 - MASTER LIST OF DEPARTMENTS
760/762 6G SPEECH-LANGUAGE AND HEARING IMPAIRED Botticelli, Anne Hoelscher, Kim Lee, Laverne Wood, Maria
763 DEPT OF SOCIAL EMOTIONAL & WELLNESS Williams, Tonja Nguyen, Truc-Mai TBD Bowen, John
766 4U CULTURALLY & LINGUISTICALLY RESPONSIVE Morrell, Phyllis Morrell, Phyllis Morrell, Phyllis Washington, Deborah
767 7T ATHLETIC PROG INTERSCHOLASTIC Soler, Anibal Soler, Anibal Soler, Anibal Washington, Deborah
770 1D OFFICE OF STRATEGIC ALLIGNMENT Soler, Anibal Soler, Anibal Brown, Tracy Washington, Deborah
777 6D EXTENDED LEARNING TIME Botticelli, Anne Sims, Tara Turpin, Teresa Salvamoser, Charles
800 2A FINANCE-ASSOCIATE SUPT OFFICE Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Salvamoser, Charles
802 2B BUDGET OFFICE Pritchard, Geoffrey Barnes, James Barnes, James Barnes, James
803 2C ACCOUNTING DEPARTMENT Pritchard, Geoffrey Carbone, Juliette Visiko, Adriane Salvamoser, Charles
804 2D PAYROLL DEPARTMENT Pritchard, Geoffrey Carbone, Juliette Barrile, Christine/ Berzon, Hiliary Salvamoser, Charles
805 2F ACCOUNTS PAYABLE/AUDIT DEPARTMENT Pritchard, Geoffrey Carbone, Juliette Visiko, Adriane Salvamoser, Charles
806 2E SPECIAL PROJECT CLAIMS DEPT Pritchard, Geoffrey Robertson, Keith Robertson, Keith Collins, Frederick
807 2G PURCHASE DEPARTMENT Pritchard, Geoffrey Fanton, Richard Fanton, Richard Salvamoser, Charles
900 3A PLANT CHIEF OF OPERATIONS OFFICE Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
902 3B PLANT SRVCS/FACILITIES PLAN Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
903 3W SRVCE CNTR-INVNTRY/DSTRCT FLE Giusiana, Joseph Diamico, Albert Kennedy, Cheryl Neyerlin, Rachel
904 3D CUSTODIAN ENGINEERS Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
905 3E BUILDING OPERATION Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
906 3F BUILDING SAFETY AND HEALTH Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
907 3G GROUNDS SERVICES Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
908 3H EQUIPMENT REPAIR SERVICES Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
909 3J BUILDING MAINTENANCE & REPAIRS Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
910 9A TRANSPORTATION SUPV'S OFFICE Weimer, James Diamico, Albert Kennedy, Cheryl Neyerlin, Rachel
913 9D TRANSPORTATION - PRIVATE CARRIER - SPECIAL ED Weimer, James Diamico, Albert Kennedy, Cheryl Neyerlin, Rachel
914 9E TRANSPORTATION - PRIVATE CARRIER Weimer, James Diamico, Albert Kennedy, Cheryl Neyerlin, Rachel
915 9F TRANSPORTATION - PUBLIC CARRIER Weimer, James Diamico, Albert Kennedy, Cheryl Neyerlin, Rachel
3C SECURITY (PLANT PORTION) Giusiana, Joseph Giusiana, Joseph Biondi, Judith/Veronica Kait Barnes, James
4C CHARTER SCHOOLS Pritchard, Geoffrey Pritchard, Geoffrey Bowen, John Bowen, John
4D REGULAR INSTRUCTION Pritchard, Geoffrey Washington, Deborah Fanelli, Ceara Washington, Deborah
4T INSTRUCTIONAL SUPERVISION Pritchard, Geoffrey Washington, Deborah Fanelli, Ceara Washington, Deborah
7C SUMMER SCHOOL (GENERAL FUND) Botticelli, Anne Sims, Tara Turpin, Teresa Collins, Frederick
7C SUMMER SCHOOL (GRANTS) Botticelli, Anne Sims, Tara Turpin, Teresa Collins, Frederick
7Q HOMELESS Williams, Tonja Younger, Martha Clifton, Michelle Bowen, John
7S EXTRA CURRICULAR ACTIVITIES Wright, Casandra Dixon, Marianne Repman, Lori Washington, Deborah
765 7X PARENT INVOLVEMENT Williams, Tonja Reynolds, Ramona Clemons, Colette Bowen, John
651 8P FOOD SERVICE - C904 Weimer, James O'Brien Wood, Bridget Leslie, Scott Bowen, John
651 8T SUMMER FOOD SERVICE - C008 Weimer, James O'Brien Wood, Bridget Leslie, Scott Bowen, John
9G CIVIL SERVICE RETIREMENT Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9H INSTRUCTIONAL RETIREMENT Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9J SOCIAL SECURITY Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9K WORKERS' COMPENSATION Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9L LIFE INSURANCE Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9M UNEMPLOYMENT INSURANCE Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9N MEDICAL INSURANCE Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9P SUPPLEMENTAL BENEFITS Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9Q JUDGMENTS AND CLAIMS Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9R OTHER BENEFITS Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9S DEBT SERVICE Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9T INTERFUND TRANSFERS Pritchard, Geoffrey Pritchard, Geoffrey Proctor, David Washington, Deborah
9U DISTRICT DUES Brown, Darren Brown, Darren Proctor, David Washington, Deborah24
12/9/2019DEPT CODE CC DEPARTMENT NAME CABINET DEPARTMENT MANAGER BUDGET ENTRY STAFF BUDGET LIAISON
ATTACHMENT #1 - MASTER LIST OF DEPARTMENTS
9V RESERVE CONTINGENCY Pritchard, Geoffrey Barnes, James Barnes, James Barnes, James
9X TRANSFER TO CAPITAL FUNDS Pritchard, Geoffrey Pritchard, Geoffrey Pritchard, Geoffrey Washington, DeborahPROJECT
CODEPROJECT NAME
BEST BUFFALO EDUCATIONAL SUPPORT TEAM Pritchard, Geoffrey Washington, Deborah Salvamoser, Charles Salvamoser, Charles
BTF BUFFALO TEACHER FEDERATION Pritchard, Geoffrey Washington, Deborah Salvamoser, Charles Salvamoser, Charles
CFE CONTRACT FOR EXCELLENCE Pritchard, Geoffrey Washington, Deborah Collins, Frederick Collins, Frederick
5V CREDIT RECOVERY (Part of CFE) Botticelli, Anne Botticelli, Anne Brown, Tracy Collins, Frederick
CSP COMMUNITY SCHOOLS PROJECT Soler, Anibal Washington, Deborah Brown, Tracy Washington, Deborah
EA CONTINUING ED (7D) Soler, Anibal Vellake, Amanda Kowalski, Jan Bowen, John
ERSS EDUCATIONALLY RELATED SUPPORT SERVICES AID (ERSSA) Botticelli, Anne Hoelscher, Kim Lee, Laverne Washington, Deborah
IY INCARERATED YOUTH PROGRAM (8E) Soler, Anibal Vellake, Amanda Kowalski, Jan Bowen, John
LEP LIMITED ENGLISH PROFICiENCY Botticelli, Anne Nashir, Nadia Ferris, Patrick Bowen, John
MAG MAGNET - DISCRETIONARY FUNDS Pritchard, Geoffrey Washington, Deborah Salvamoser, Charles Salvamoser, Charles
TAB TRANSPORTATION AIDES OF BUFFALO NEA Pritchard, Geoffrey Washington, Deborah Salvamoser, Charles Salvamoser, Charles
25
QUANTITY UNIT COST
BUDGET REQUEST OBJECT CODES
For OT/Ancillary put
# of hours requested.
For contracts usually
put in a 1. For office
supplies put in dept.
FTE's.
For OT use the average
OT rate for people
involved. For contracts
the estimated total
costs.
OT/ANCILLARY
199, 167, 113, 158, 188,
488, 135
Special Projects OT request 199 250 20
Custodian Contract OT 488 300 20
STAFF DEVELOPMENT OR
CURRICLUM
102, 103, 104, 105, 135,
158
New Teacher Orientation 103 400 18.59
Curriculum Committee Member 105 100 26.01
SUPPLIES & MATERIALS
Mainly 500-589, 200-
213
Purchase Laptops 202 15 700
Software Liscences 515 100 150
Service Center Equipment 200 2 10,000
OFFICE SUPPLIES
Department Office Supplies 501 15 100
CONTRACT/PURCHASED SERVICES
MOST OF 409 - 497
INCL. 442, 444, 446
Translation Services 440 1 50,000
Field Trip 444 1 2,000
Consultant 440 1 30,000
TRAVEL - PLO 475
Science Conference 475 1 3,000
NOTES:
1. In ther Description Box please provide both pieces of information described above.
2. Detailed Itemization of Budget Request - Many FUND LINES will be comprised of several items (DATA RECORDS). Each item (DATA RECORD) within a FUND LINE must be entered seperatley.
- OT/ANCILLARY FUND LINES - A data record must be input for each OT/ANCILLARY project.
- PURCHASED SERVICES/CONTRACT LINES - Each Contract must be entered seperately.
3. Office Supplies - $100 per general fund FTE. Any amounts required above that allocation should be entered as a separate Data Record.
ATTACHMENT # 2 - EXAMPLES OF BUDGET REQUEST INPUT FOR NON STAFF & OT/ANCILLARY
DESCRIPTION BOX
1. For OT/ANCILLARY put in the type of OT related to the Object Code. For A/P items put in the Vendor
Name or TBD. 2.For
OT/ANCILLARY projects include a cost calculation if necessary and describe why the OT is required. For A/P
items describe what the item is for why this request is needed.
1. PCTEA OT. 2. 250 hrs * 20/hr. To meet State closing deadlines based upon current staffing.
1. CUSTODIAL OT. 2. 30 people @ 10 hours *20/hr. After School programs.
1. PROF DEVELOP 2. 50 teachers * 8 hours *21.28/hr.New Teacher Orientation.
1. CURR COMM MEMBER 2. 5 members * 20 hours * 29.76/hr. Social Studies Curriculum Development.
1. HEWLETT PACKARD 2. MAC tablets for new Adminstrators.
1. SOPRIS. 2. Liscenses for Math Tutoring. New program to improve test scores.
1. DVX MECHANICAL 2. Car Lifts. To replace broken car lifts.
1. SERVICE CENTER. 2. General office supplies
1. INTERNAT INSTITUTE 2. 500 hours * 100/hr. Translation services.
1. FIRST STUDENT 2. 10 buses * 200/bus. Field trip to City Hall.
1. TBD. 2. Finance dept.share of consult contract. Revenue maximization efforts.
1. HOTEL, MILEAGE & MEALS. 2.3 Attendees at September Annual Science Conference in Albany. Registration
500, Meals 500, Hotel 2,000. State Mandated.
26
ATTACHMENT #3 - ACCESS HISTORICAL MUNIS DATA
You can access MUNIS historical data for both budgeted and actual expenditures
on any Fund Line by highlighting the fund line and clicking the GL ACCOUNT
INQUIRY button.
After Clicking the GL Account Inquiry button the standard Munis Account Inquiry
screen appears allowing you to select detailed information on current and prior
year expenditures. Please contact your Budget Liaison with any questions on
accessing and using the Account Inquiry information.
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