Transcript CLASS SESSION 6 - University of South Florida

LIS 6455
Organization and Administration of
the School Media Center
Class Session 6
Managing SLMC Budget
 A budget
is a request and a prediction!
– Preparing a budget is requesting $ for operations
and programs
– Preparing a budget is making a $ prediction of:
» Sources and amount of $ coming in
» Purposes and amount of $ going out
 Managing
a budget is:
– tracking incoming $
– tracking outgoing $
– staying within the request/prediction
Resources for Managing Budget
 In
the texts, pay attention to:
– SLM M Chapter 9
» One of the weaker chapters in the text
States are different
 Districts within states can be different
 Florida districts are very similar because of uniform state
reporting requirements

– EL Chapter 4, Standard IV
» pp. 35-36, qualitative view--not much help for dayto-day management, but emphasizes importance of
linking budgeting process with strategic planning
Resources for Managing Budget
 Be
guided by the district
 District-level media services
 School-level budget clerk/bookkeeper
 Other media specialists
 District policies, procedures, forms, and inservice training
– Check your district’s purchasing guides and
web resources
Preparing for Budget

Critical to get strategic planning in order,
especially:
–
–
–

Needs—based on standards and current status
(including environmental scan)
Goals—based on needs
Objectives—outcomes for the coming year
Determine budgeting request level based on needs,
goals, objectives, and the realities of the $ climate
–
–
–
Maintenance ($ needed to maintain the same level of
programs and services as last year)
Incremental ($ needed to make step-by-step
improvements in programs and services)
Expansion ($ needed for major improvements in
programs and services)
Preparing for Budget
 Prepare
budget request based on:
– Qualitative standards
» “I need renovation $ to create a climate in the media center
that is more conducive to learning.”
– Quantitative standards
» “I need $ to bring the collection up to the SACS standard of 10
volumes per student.”
– Comparative standards
» “I need $ to provide the same level of computer access to
information sources offered in Maple Hills High School.
 Support
all budget requests with goals and
objectives that illustrate how the requested funds
will be spent.
Managing SLMC Budgets
 Types
of budgets used in most school
settings:
– Line item
– Object code or object of expenditure
 Other
types of budgets seldom seen in
public school libraries:
–
–
–
–
Lump sum
Performance
“0” based
Etc.
Managing SLMC Budgets

Hillsborough County Library Media Specialist web site
provides good examples of information on:
–
–
–
–
–
Sources of funding in Florida
Budget forms
Item codes
Reporting
Etc.
Here is the link
http://lms.mysdhc.org/home page
Scroll to the bottom of the page and click on “Library
Technical Services” for information on budget and
purchasing.