Thursday, August 25, 2011

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?

27 comments:

  1. I have had experience purchasing and receiving equipment, etc. I have not had experience with all the budget codes that correlate to everything we do. Currently, I'm asking questions about budget codes and will probably have lots of questions when we meet in September...stay tuned!

    ReplyDelete
  2. In the past, I have had experience in purchasing and receiving equipment in the role as a teacher, CTE school representative and CTE Coordinator. During my internship in school administration, I developed a budget as an assignment and also worked with the lead secretary learning more about budget codes. There is much more to learn about the process and use of all the budget codes. Coming soon! More details and more questions! See you in September.

    ReplyDelete
  3. I have had experience with purchasing equipment as a teacher for my program and for other teachers in my department. I hope to learn much more at the intern meeting on the 22 and 23!

    ReplyDelete
  4. This comment has been removed by the author.

    ReplyDelete
  5. As a teacher and as a CDC, my experience reguarding fiscal issues has primarily been limited to making budget requests and ordering supplies and equipment. I have also had some experience planning the budget for local events. However, I have had questions about what could and could not be purchased with CTE funds and with CTP grant funds, so I am looking forward to learning more about it.

    ReplyDelete
  6. as a teacher and then a CDC my experiences have been the same as yours, i would like to learn more about what you can spend CTE funds on.

    ReplyDelete
  7. William Etheridge
    Edgecombe Co. Public Schools
    As a former middle school principal, I am already very familiar with my district's budgeting processes; however, I have much to learn about CTE fiscal policy. Fortunately, I inherited a very experienced administrative assistant and IMC from the former CTE director.

    ReplyDelete
  8. My experience with finance has been trial by fire. When I became CTE director in March, I had to begin to close one year and project for another. My RC and my Finance Director have helped me tremendously....and of course the trusty Fiscal and Policy Guide and I have become fast friends!!

    ReplyDelete
  9. As a pricipal, I spent more time worrying about what to buy, POs, and test scores. I depended on my financial secretary for the internal codes after we determined which fund was most appropriate for the purchase. Still learning exactly what can be taken out of which fund and have also "inherited" an tremendous assistant and IMC. Couldn't do the job successfully without them.

    ReplyDelete
  10. As a CDC/SPC/counselor my experiences have been limited to purchasing and receiving items. I do have a very basic knowledge of several school budget codes and what expenditures can be used with them from working with my mother who is a book-keeper for the county.

    ReplyDelete
  11. Like several of you, I have had experience in purchasing equipment and supplies for my classroom, but I have worked very little with CTE budget codes. In a previous role (not CTE) I managed remediation funding and learned that various purchases belonged under specific budget codes. For that position I planned strategies, recruited staff, purchased materials, managed logistics and maintained documentation for the remediation activities. I have had a little experience with program planning as related to staff licensure. I look forward to learning more about the budgeting process and preparation for a compliance visit. Joanna Barnes

    ReplyDelete
  12. I am not ashamed to say that I have a lot to learn in this area. I've had limited hands-on experiences with budgets as a middle school principal. I am eager to learn everything that I can about administering the CTE budgets. Linda Bulluck

    ReplyDelete
  13. I have completed purchase requests for equipment pertaining to CTE programs and software license renewals. I received a copy of the budget today. Having an accounting background, the format was familiar.

    ReplyDelete
  14. I have previous experience as a "Vocational" Director over 10 years ago, so, I have developed and managed budgets. I also had a very good Finance Department that worked closely with me on the budgeting process. I am interested in seeing what changes have been made in the current budgeting process from what I did years ago. Gayenell Gull, Wake County

    ReplyDelete
  15. This comment has been removed by the author.

    ReplyDelete
  16. Robert Frost:
    At a previous school, I was charged with outfitting and maintaining both CTE and academic computer labs. One isse that was difficult to keep up with was when the machines were getting older and replaced with others. The AMTR report is not fun at all.

    ReplyDelete
  17. This is an area that I have very little experience and hope to learn the basics and more ... Margaret Chase

    ReplyDelete
  18. Having only recently been in my current position I have very limited detailed knowledge of fiscal issues. Most of my tenure has been spent as a classroom teacher. As such I have only had to understand the process from a high level. Even while serving as Department Chair for my High School, my knowledge did not go beyond a cursory knowledge. Before teaching, having been a Project Manager and Department Manager in the computer industry, I was constantly exposed to budgetary issues however private industry has a much different structure than state government guidelines. Two issues seem to be prominent in this area.

    1: What can I use the monies for (i.e. supplies, hardware, MOE)
    2: Verification that the expenditure is appropriate or valid (i.e. specific hardware requests, what can be done with the asset given the fund it was purchase from).

    Learning how to find the correct verified answer is always the struggle.

    Phil Vice

    ReplyDelete
  19. Coming fresh out of the classroom, I have no experience in budgetary issues. The closest thing I have had to deal with such things was, was I going to make a profit from my greenhouse or fruit sales in my ag program.
    Carson Phipps
    Cumberland County

    ReplyDelete
  20. I have a variety of budgetary and financial responsibilities in my previous positions in central services. I am still not entirely confident in my knowledge of all of the nuances with regard to CTE fiscal policies - particularly with regard to the Federal guidelines. I look forward to learning more.

    ReplyDelete
  21. I am only a month on the job as CTE Director. I have been in the county for 25 years, have had my licensure for 13 years but did not realize the wealth of information I would need to know as soon as I got on the job. I have worked with limited budget but nothing in this capacity; however, I was a business minor and love to crunch numbers to get the best bang for my buck. I guess that is the Home Economics now Family and Consumer Science in me. I have been a classroom teacher, a 4-H agent, and a CDC. I am eager and ready to learn!

    ReplyDelete
  22. My experience has been to plan the School-To-Career budget. I have reviewed the budget codes with David Wehbie, Wake County's CTE Director and we looked at what was allowable from each. I know it is going to be increasingly important for me to understand allowable expenses as we look to using PRC 017 budgets to support School-To-Career. I plan to be included more in the budgeting process moving forward. Having the training on fiscal and policy compliance will be very advantagous. Joy Frankoff

    ReplyDelete
  23. I am very fortunate that I had years of experience selling hardware & software to various school systems throughout North Carolina…..many, many, moons ago. Thankfully, budget codes, capital expenditures and P&L’s have remained “almost” the same with a few changes along the way. My migration to the classroom afforded me the ability to use the foundations I had in my prior career in business with the many challenges I experienced in the educational secondary environment as a Business Education Teacher, Department chair, School Leadership Chairperson and CDC/SPC Coordinator. My transition to the central office as the School-To-Career Coordinator & Academy Director allowed me to utilize my knowledge in many areas. I was fascinated and amazed as I watched and learned how our Directors ordered new equipment for several new high schools and middle schools, upgraded existing programs in both hardware and software areas(ex. MSITA lab upgrades!), to supervising expenditures from the major three revenue “pots”. I watched once again as our directors created the overall budget for the “two” major budget allocations and stretched that dollar as far as they could. One responsibility I really enjoyed completing and helping with this past month was learning how to complete teacher allotments & budgets for our CTE department-per pupil and course. The learning for me has been endless, continual and fascinating. Finally… after all these years, I see the BIG picture and see where scaffolding of one’s skill set can truly provide valuable opportunities and open doors from prior knowledge and experiences.

    Most importantly, I have witnessed firsthand the value of having a great working relationship with your building support personnel. Our administrative personnel were right there for us when we needed to empty the coffers quickly or we had questions about budget restrictions, expenditures, mysterious appearances and disappearances. The real beauty of the TEAM was seeing how we could all come to the table and juggle that last dime and divide it for the greater good and for as many entities as possible. My only wish is that I had had the tools or knew how to help our directors spend less time completing this mammoth and very intense time related task and…… to have been able to pull or create a resource tool that would or could save them hours and hours of their time.
    Cheryl Cox

    ReplyDelete
  24. Approximately 7 1/2 years ago I was the CTE administrator for the same high school that I am now serving as principal. As with most positions we learn as we go so the opportunity to have a training session on this subject alone is exciting. I am familiar with budget codes and that there are restrictions of how some of the state and federal funds can and cannot be used. I also remember that the Strategic Plan should help with driving expenditures. However, I still have a lot to learn and am looking forward to starting new and setting up my system to assure that I have the proper documentation to meet auditing requirements.

    ReplyDelete
  25. My knowledge in this area is very limited. I am looking forward to learning this information.

    ReplyDelete
  26. The testing budget I currently oversee is a small local budget. It’s only used to purchase supplies and equipment for the central office testing department. It would have been helpful to have some ideas of how to determine the distribution of the supply budget for our teachers/schools.

    ReplyDelete
  27. This comment has been removed by the author.

    ReplyDelete