october 25, 2012
DESCRIPTION
New Superintendent Academy. October 25, 2012. Aligning Resources and Mission. Budget Development. Strategic Plan. Budget Implementation. Changing Organizational Needs. Progress Evaluation. Five Year Strategic Plan. One Year Implementation. Annual Staffing Allocation. - PowerPoint PPT PresentationTRANSCRIPT
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October 25, 2012New Superintendent
Academy
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Aligning Resources
and Mission
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Budget Development
Budget Implementation
Progress Evaluation
ChangingOrganizational
Needs
Strategic Plan
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Five Year Strategic Plan
One Year Implementation
Annual Staffing Allocation
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State School Fund
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http://www.ode.state.or.us/search/results/?id=168
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SSF State School Fund
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Projecting Enrollment
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Enrollment Projection Considerations
Cohort Survival
New Housing Development Statewide Birth Data Available Here:
Economic Climate State Birth Data
Historical Trends
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Monthly Look Fors
• Budget report to all stakeholders administrators, supervisors, school board
• Bank reconciliation• State School Fund
Projections• Supplemental Budget• General Fund Balance • Enrollment and
weightings • Investment Reports
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Quarterly Look Fors
•SSF Projections
•Enrollment & Weightings
•State Economic Forecasts
•Cost centers overspending?
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Annual Look Fors
• Budget Adoption - June 30
• New administrators trained on managing budget
• CAFR – Due 12/31
• Management Letter
• Action plan for responding to deficiencies
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Angie Peterman, Executive Director, [email protected] 503.931.7010
Michael Wiltfong, Director of School Finance, [email protected] 503.947.5914
Claire Hertz, Chief Financial Officer, Beaverton [email protected] 503.591.4262