1 / 18

Chief Business Official

Chief Business Official. Bill McGuire Clovis Unified School District. Resume. Accounting/Economics Degree Del Norte County Unified (started as walk on coach) Chief Accountant Calaveras County Office of Education Director of Business Services Assistant Superintendent

Jimmy
Download Presentation

Chief Business Official

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Chief Business Official Bill McGuire Clovis Unified School District

  2. Resume • Accounting/Economics Degree • Del Norte County Unified (started as walk on coach) Chief Accountant • Calaveras County Office of Education Director of Business Services Assistant Superintendent • Merced City Schools (hired to cut the budget drastically) Assistant Superintendent of Administrative Services • Clovis Unified School District Associate Superintendent of Business Services Associate Superintendent of Administrative Services • Mr. McGuire has spent 25 years in the public school system.

  3. Clovis Unified School District • 37,458 Students (Projected October 2007) • 34,460 P-2 ADA (06-07 excluding Charter) • $5,551.00 /ADA (2006-07) • Growing District 165% increase since 1980 2% growth each year (600 students per year) Built 1 new school/year over the last 20 years

  4. Demographics • Demographics American Indian 1.1% Asian 13.4% Pacific Islander .2% Filipino 1.3% Hispanic 22.1% African American 3.3% White 53.9% Multiple/No Response 4.6%

  5. Budget Development Policy #1 Policy: “We must have a balanced budget” 7% Reserve is required by Clovis Unified

  6. Budget 2007-08 • General Fund Revenue $296,129,507 • General Fund Expenditures $294,706,105

  7. Budget Development • Budget Process (December – August) • Preliminary Budget to Governing Board (February) • Memo to Department Heads (March) • Budget Worksheets due to Business Services Department by a specified date (April) • Proposed Budget to Governing Board (June)

  8. Budget Assumptions/Forms • Presented in the Preliminary Budget Factors Worksheet • Presentation to: Governing Board Budget Standards Committee

  9. Budget Standards Committee • 27 Members Board Members Certificated Employees Classified Employees Citizens

  10. Budget Reductions • All reductions are based on formulas • If the Budget Standards Committee approves, the reduction recommendations are taken to the Governing Board • An Informal presentation is given to the Governing Board to approve or disapprove the recommendations. • Over a three Year History there has been 15 Million in reductions

  11. Centralized or Decentralized? • Blend is a combination of both centralized and decentralized form of budget development. • Majority is decentralized • Decentralized due to Allocated Personnel Units (APU) system School sites are allocated a specific number of APU’s by site • Campus Monitor = .365 APU • Teacher = 1.0 APU • Administrator = 1.365 APU

  12. Budget Development /Monitoring Staff • Bill McGuire – Associate Superintendent • Michael Johnston – Assistant Superintendent • Ellen Bolding – Finance • Two (2) Financial Analysts

  13. Budget Development /Monitoring Technology • Bi-Tech Software (10 years) • SACS Software • Bi-Tech can be exported to SACS

  14. Budget Balances • Departments Cannot carry over balances to next fiscal year (restricted and unrestricted) • School Sites (42 school sites) Can carry-over balances to next fiscal year

  15. Budget Variances

  16. Budget Process Communication • Meet and Confer • Time spent with Faculty Senate (Teacher Representatives) • Share all information with the Governing Board • January presentation (recap) to the Governing Board • Constant communication with all parties during the Budget Adoption Process • Workshop with Governing Board 45 days after the adoption of the budget

  17. Top Recommendations • District should be aware, at all times of it’s “Financial Position • Integrate District’s Strategic Plan with the budget • There should never be a Surprise Certification Change made by the County Office • Prudent internal controls instituted by the District • Make sure the budget process addresses the District’s needs • Have a strong Board Policy • Have enough detailed/written assumptions

  18. Top Recommendations • Have adequate budget monitoring • Prepare appropriate revisions • Obtain Board approval for revisions • Clearly delegate budget authority • Adequately train program/site staff • Make sure budgeted transactions are in compliance with laws and regulations • Make sure appropriate approvals are obtained • Have multi-year budget projections

More Related