Tuesday, November 9, 2010

Fiscal and Policy Issues

What experiences have you had regarding fiscal issues in your position? What do you wish you had known before the experience?

20 comments:

  1. I started on July 1 of this year as the director for the county. I started ordering and paying for things before I really know a whole lot about fiscal and policy. I wish I knew what all the budget codes meant and where I could spend the money. I was blessed by having great people to contact like my RC, mentor, admin. assistant, and former CTE directors around the state that I know.

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  2. I have worked with CTE purchasing at a school site, but have not been part of the system-wide CTE purchasing decisions. I wish all CTE teachers understood more clearly how funds can or cannot be spent on to enhance their instruction (ie. technology). I feel as if CTE teachers need to be more informed, so they know better where their boundaries are before they request to purchase certain things.

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  3. I have been acting as director for our county so I am coding and signing the purchase orders. I wish I had more of a definition as to what constitutes things like "furniture". It seems like some of the codes become "catchalls" when it would probably be more beneficial to be specific as possible. I find it hard to correctly budget the federal dollars without having to ask for an amendment. I do not know how common it is to ask for amendments. I also want to know when you actually know the final allotment. I am looking forward to this session the most because if there is one thing in education that can get you fired it is dealing with money. I want to make sure I am doing everything to the best of my ability.

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  4. I have worked closely with my director in ordering supplies/equipment for our teachers. However, I still do not understand what all the budget codes mean and why certain things cannot be ordered with CTE money. I'm looking forward to learning more and seeing the Policy Guide. Hopefully I will have a better understanding and can help our CTE teachers understand better.

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  20. In my current position as IMC/CDC/SPC I have worked closely with the CTE teachers in my county...assisting with purchase orders and prior approvals. I have also worked closely with the bookkeepers in ensuring that the purchase orders and reimbursement requests are correctly completed and processed. I am glad that I have had this experience...as a perspective CTE Director I think it gives me a unique perspective on how the POs and Approvals work at the school level...so I can then take this knowledge and make the purchasing process seamless through the county level.

    With that being said...I have not yet had experience with coding the Purchase Orders to ensure money is spent under the proper budget code. I am aware that the procedures are outlined in the Fiscal and Policy Guide. http://www.ncpublicschools.org/docs/cte/publications/administrative/fiscalpolicy.pdf

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