Budget Notes

Budget MeetingJanuary 28, 2015

All Forms on Website

Budget Calendar February 13, 2015 (Fri.) Noon – Budget packages due to

Business Office Accountants  February 24, 2015 (Tues.) Noon – All Capital Outlay requests

due to Business Administrator (Electronic and Hard Copy)  March 10, 2015 (Tues.) 4:00 p.m. – Capital Outlay Committee

Meeting to Develop Recommendation to Directors.  March 16, 2015 (Mon.) Noon – Deadline to submit student

fees changes (submit to Phyllis Elgiar)  April 14, 2015 (Tues.) – Board of Education to approve Capital

Outlay – Requestors must be present.

April 14, 2015 (Tues.) – Student Fee Request changes presented to Board of Education for Approval – Requestors must be present.

  

School Supplies/Custodial Schools do not need to do a school

supply (i.e. 0100,0110,0115, etc.) or custodial budget.

Glenna will complete the school supply budget.

Maintenance will set up the custodial supply budget.

Schools will be able to complete Budget transfers or request Host Accounts in July

Schools Must Complete: Carry Over budget (97XX) School Budgets (98XX) UHS – Must complete budget for each

Extra-Curricular Activity/Club. UHS does not have to use district form

for Extra-Curricular/Club.

Benefit Percentage Estimates Posted on Website Percentage is 33.85% Family Plan = $16,615/$19,440

Budget Form Save File First – Do Not Open! File Name must be Program #/Program

Name (i.e. 7801 Title 1, etc.) It should look like the following when

printed

No Presentations!!! However, The Board of Education will be

receiving a copy of the Electronic File. Please spell correctly and use proper

punctuation.

Fund 23 will be changed to Fund 10 (Adult Ed and Preschool)

PY Reports Financial – Info can be obtained from

Alio Inquiry screens.

Inquiry Screen

Inquiry Data

FY 14 is also Available

FY 14 Data

Payroll Info - Confidential Will be provided to each program by

your accountant. PLEASE SHRED WHEN FINSIHED

COMPILING YOUR BUDGET!!!

Do Not Copy and Paste!!! Please Please Please

Total Budget Tab

Revenue Rules Carry Over vs. New Revenue Source will not populate if Revenue

Code is not correct If source does not populate, please use

correct code or call accountant for assistance

Revenue Tab

Salary Rules Input Employee Name Select or Input “Salary FTE %” – Should

use one of the values available. “Yes” or “No” for Medical Insurance “Yes” or “No” for Retirement. Once an employee qualifies for

retirement, all wages are subject to retirement.

Salary Rules YOS = Years of Service – Copy from Payroll

sheet that has been distributed. This total is years of service in Uintah School District.

Enter number of “Contract Days” – Typically same as salary schedule but there are a few exceptions (i.e. Counselors)

Enter “Salary Schedule” – Use the step as specified on the payroll sheet that has been distributed.

Admin Stipend – Calculate at FY 15 +3%

Salary Rules Description will Auto Fill Base Salary will Auto Fill If Base Salary amount is “0”. Fill in appropriate

amount. A school year is typically 36 weeks. Use FY 2015 Part-Time Schedule Amounts Be aware if contract days and salary schedule days

are different and make adjustments accordingly. Salary amount DOES NOT include Teacher Salary

Increase ($4,200 or $2,500)

Salary Rules Enter Medical Code – W= Waiver S, C, F, or HS, HC, HF. Input account code string. All Salary objects begin with a “1”

Salary Tab

Salary tab – Days Discrepancy

Salary Tab

Benefits Tab – No Entry

Non-Salary Objects

Summary of Changes Changes to Line Items Changes to FTE’s Requests for Positions

Just include in Word Document

Budgets are Due 2/13/2015 Electronically