United Independent School District

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United Independent School District

• 2009-10 Budget Training
• February 3, 2009

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District Budget Mission Statement

• It is the mission of United Independent School
  District to allocate resources in such a way that
  a well rounded education is provided to all
  students of the District in an instructionally
  effective and cost efficient manner.

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Budget Building Factors

• District Mission/Goals
• Budget Calendar
• Construction Projects
• Student Enrollment
• School Boundaries
• The Economy
• Stimulus Package

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District Mission/Goals

• Presented to Board by Supt.-August
• Adopted By Board
• Incorporated into District/Campus Improvement
  Plans
• Campus/Dept. budgets built to support plans

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Budget 2009-10 Calendar

• Oct.-Jan. Enrollment projections
• Feb.-April Staffing meetings/Board
  workshops/Campus trainings (Feb. 24-27)
• at Link House or Brantley Hall
• May 15, 2009-Budgets due to Finance
• June-Aug.-Budget Workshops
• August-Public Hearing/Adoption of budget

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Construction Projects

• Open New United High School-opening Aug. 2009
• Staffing needs
• Non-personnel needs
• Equipment
• Software
• Supplies
• Utilities

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Student Enrollment

• Projected enrollment for 2009-10 40,893
• Growth of 811 students
• Drives personnel and funds for campuses
• Growth has slowed down in all parts of the
  district
• Very careful not to over project student
  count-effect on funding

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School Boundaries

• Recommending boundary change between Salinas and
  Ruiz elementary schools for school year 2009-10

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The Economy-National

• Federal bailouts of major banks, auto industry
• Massive layoffs throughout every industry
• Fear of a deflation-prices go down, consumers
  stop buying, more layoffs and record bankruptcies

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The Economy-State

• Comptroller revenue estimate down
• Sales tax down throughout the state
• Lay offs
• Legislative session (ends June 1)
• Rider 89 provides 1.9 Billion in school finance
  reform
• No additional funds for facilities funding
• Technology allotment at risk of not being funded
• TEEG and DATE grants continue to be funded

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The Economy-Local

• National chain stores closing
• Local lay offs
• Slow down in construction
• Housing market at a stand still
• Affecting student growth
• Taxpayer affected by overlapping taxing entities
  debt and operations-keep same tax rate or even
  lower the rate
• Mineral values decreasing at a double digit rate

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Major Factors in Preparing Budget for 2009-10

• District Campus Staffing Needs
• Opening new United High School school
• Sustaining Instructional Programs
• Appropriations to Campuses
• Legislative session
• GOOD NEWS No account coding changes from TEA

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Stimulus Package

• National level-House of Representatives passed
  its version of American Recovery and Reinvestment
  Act of 2009 on Wednesday, January 28th
• Allocates billions of dollars to IDEA, Title I
  and school facilities programs
• Over the next two years, UISD could receive over
  28 M

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Campus Staffing Meetings

• Elementary Schools-Feb. 10th
• Middle Schools-Feb. 18th
• High Schools-Feb. 27th
• Using current staffing guidelines
• Review of supplemental positions

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Sustaining Instructional Programs

• Reading Intervention Teachers-each Elementary
• Science Intervention Teachers-each High School
• Academic Coordinators-Middle Schools

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Appropriations to the Campuses

• Allocated funds based on a per Average Daily
  Attendance (ADA) projection
• Allocations also based on special population
  enrollment
• Federal Program budgets-separate
• Supplement local funds, not supplant

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Building a Campus Budget

• Build along with Federal funds
• Review prior year expenses
• Meet with campus staff/site base committee
  members
• Tie to campus improvement plans
• State Compensatory funds
• Do not budget personnel positions-Local funds
• -Staffing meetings/guidelines
• Guidelines
• Appropriate Uses/Prohibited Expenditures
• Federal guidelines

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Building a Campus Budget (Contd)

• Justification forms
• Capital Outlay-Major equipment purchases
• Contracted Services-Consultants/Trainers
• Out of District Travel
• Incentives for Staff and student Planning
• Program Description Use of Funds Form
• All Federal funds
• State Compensatory funds

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Submission of Campus Budget

• Budget Process Checklist
• Web based forms
• Justification form(s)
• Campus Improvement Plans
• Budget Submission Certification
• Signatures required
• Principal
• Site Base Committee Chairperson
• Executive Director/Associate Supt for C I
• Due date May 15, 2009

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Division of Finance

• Laida Benavides-Asst. Supt.
• Sam Flores-Director of Accounting
• Rosa Cabello-Accounting Manager
• Belinda Salazar-Budgeting Manager
• Terry Veliz-Budget Coordinator
• Robert Chapa-Dir. of Risk Management
• Norma Farabough-Tax Assessor/Records Management
• Elia Juarez-Ex. Director of Federal Programs
• Dr. Edie Landeck-Director of Grants Administration