Site-Based Budgeting. Site Administrator Budget Development Training. Training Goals. Learn the steps to develop, balance and submit budget through the Site-Based Budget (SBB) application Understand how to navigate the system Understand how to balance budgets Understand how to create reports.
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Site Administrator Budget Development Training
Learn the steps to develop, balance and submit budget through the Site-Based Budget (SBB) application
Understand how to navigate the system
Understand how to balance budgets
Understand how to create reports
Run Internet Explorer 8 (IE 8), Chrome or Firefox 3.5 or above
Go to http://sbb.sandi.net
Type your Username and Password into the appropriate fields, then press Enter or click Sign in button
Please remember to
adjust your computer
resolution to 1280 by 1024
Main Page contains Guidelines and list of Pages. List of pages depends on user role.
Main Page contains sites status change log
Budget filters contains Phase, Site and Fund selection
To change default selection click on the link. This will open Change Site Options window
To change to a different site, click on current selection, in text box type site id or name andselect site with mouse click from dropdown list. Press “Update” button
To open your Budget Plan click on Start WIZARD link on the main page
Each Step contains Information page and Action page
Information Page – Click on top navigation bar Step tab
OR click on action tab on the bottom right of the page
Action Page (Subpage) – Click on “Show Subpage” pop up balloon on the top navigation bar
OR click on action tab on
the bottom right of the page
To get to home page
click on “the main page” link
Step 1: Site information
Step 2: Includes Enrollment Projection and Allocations by Resource
Step 3: School Site Plan includes Executive Summary and Attachments
Step 4: School Goals, Actions and Costs includes SPSA detail description as per SDUSD defined template for this year
Step 5: FTE Requirements – details on current staffing
Step 6: FTE Expenditures – summary of projected staffing
Step 7: Indicate source of funding for projected staffing
Step 8: Budget for non-salary expenditures against available funding
Step 9: Summary
Step 10: Sign & Submit for Approval
Instructional Leadership Team
School Site Council Membership
Provides Enrollment history and trend
Allocations per resource and total amount for this site
To view allocation details click on allocation amount link
Allocations details for FTE allocation contains allocated, budgeted data as well
FTE Requirements grouped in
1000 Certificated Salaries and
2000 Classified Salaries
To review employees
by job classification
Select the “FTE Detail” icon .
“Edit Position FTE for…” will open
To review employee details and credentials click on employee name. Edit Employee window will open
To review few employees at same time
check the box on the left of employee name and click “Compare”
To edit FTE click on
the “FTE Detail” icon .
In the ‘Edit Position FTE’ screen
click on numerical link on the FTE
Selection/FTE column. Change FTE for Employee.
Indicate reason for FTE change by clicking on link and click ‘Save and Continue’
Reason selection choice depends on FTE
To Edit/review budget string for employee, click on the ‘Edit Employee' icon on the far left of Employee Name.
Edit Employee window is same as Edit Employee window on step 7.
To add NewPosn click on
the “FTE Detail” icon .
In the ‘Edit Position FTE’ screen
in Add NewPosn area
Select funding string, click Validate. Input FTE and click Add.
To delete New Posn in the ‘Edit Position FTE’ screen on the left side of NewPosn click icon
To add New JobCode click on the icon
In the ‘Add New Position’ screen
select Job Family, position, select funding string, click Validate. Input FTE and click Add.
To access CPU conversion tool click on the icon
Rule for Those that you can sell:
Should be funded by the "Resource“
Are in the SELL_JOBCODES list, and
Are Vacancies, and/or are
Positions where Projected FTE < Last Year's FTE
District Contribution > Filled/Projected
To sell, type in column ‘Amount you are selling’ FTE . To accept action click ‘Y’.
Click ‘X’ to Cancel
Rule for Those that can be bought:
All positions where part or all of it is un-allocated, (Step 7 Total<Step 6 Projected)and
Are in the BUY_JOBCODES list, and
Are not in the SELL list
To buy, type in column ‘FTE and Amount you are buying’ FTE . To accept action click ‘Y’. Click ‘X’ to Cancel
To accept more than one entry at same time use ‘Save All’ button
Summary Screen for all Certificated and Classified Employees
FTE distribution by Resources
To review employee funding distribution click on the employee name
Edit Employee page provides detail information for funding source and codes, position and employee ID
To edit employee funding distribution click on the employee name
In ‘Edit employee’ window modify funding string, click ‘Validate’ and/or modify FTE. Click button ‘Save’
Note: Projected (on Step 6) and distributed (on Step 7) FTE must be equal. Look for “Checked” sign before saving.
If you are distributing more than projected warning message will appear. Reduce distributed FTE in this window or increase projected FTE on step 5.
To add new funding distribution string click on the employee name
In ‘Edit employee’ window in add section select funding string, click ‘Validate’, and input FTE. Click button ‘Add’.
Expenditures distribution by Resources
To review the non-salary expenditure details click on the expenditure link
Edit Account by Resource page provides detail information for funding source and codes
To edit the non-salary expenditure details click on the expenditure link
In ‘Edit Account by Resource’ window modify funding string, click ‘Validate’ and/or modify amount. Click button ‘Save’
To add new funding string click on the expenditure link
In ‘Edit Account by Resource’ window in add section select funding string, click ‘Validate’, and input amount. Click button ‘Add’
Projected Budget that includes SPSA and general expenditures. This page is summary of Steps 1-8
This page displays a Summary of tentative budget allocations
To place Signature click on [Click here to sign] link
Signed budget will look as follows
Budget status link will open modify budget status window
Budget approval means changing budget status to next status in the workflow
Principal submits budget by changing status to HR In Review
Re-opened status returns budget for principal revision
Steps 2, 5 – 10 have quick link to reports connected to page content
Click on the report link and select desired report
Pop up message will appear
In Excel pop up message select yes
Report will open
Main Page has quick link to Fiscal, HR and Summary reports
Click on the report link
Click on the Go to Reports Page link on the Main Page
Contains Executive Summary and Attachments
Revise Executive Summary
Content of the page depends on the SPSA District’s Template
‘Review the Budget for FTE’
under ‘Add a new FTE expenditure’
‘Review the Budget for Non-Salary
under ‘Add a new non-salary
Account code segments include Matched FTE’s, Un-Matched FTE’s, Matched Hourly items, Un-Matched Hourly Items, and Modify Jobcode/Site
To edit Matched FTE’s, Un-Matched FTE’s, Matched Hourly items, Un-Matched Hourly Items
Select an employee
To Modify Jobcode/Site enter filter and click ‘Search’ button. To select all employees use default filters.
In result list select employees you wish to move to new site/ assign to new job code
In ‘Update selected to’ section select site/job code and click ‘Update’ button.