Transcript Department of Education Budget Requests for Supplemental

New Principals Academy
Budget and Fiscal Responsibilities
Department of Education
Budget Office and OBS School Support Section
February 2, 2007
1
Principals’ Four Major Financial Roles and
Responsibilities
1. Planning
2. Know Your Total Budget: What are my school’s
revenue sources?
3. Daily Operations – Ensuring cash control
4. Monitor Funds Available and Expenditures
2
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountability
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
3
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountability
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
4
School Planning Process
Analyze Student Data
Develop 3-Year School
Strategic Plan (formerly SID)
Further Analyze Student Data
Prepare Annual Academic and Financial Plan
(formerly SID Action Plan)
5
Planning Questions
• Based on student data, where are the strengths
and weaknesses?
• What strategies will we implement to improve
student achievement?
• Long-term goals? Annual goals?
• How can I collaborate and get input from the
school community?
• How can I use my financial resources to achieve
academic goals for our students?
• What is the trend in my student enrollment
count, and how can I address it?
• Will I need to save and carry over money to next
year for a specific cost item?
6
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountability
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
7
Know Your School’s Total Budget
• Appropriated
• Non-Appropriated
• Other sources
Note: Average Financial Plan Totals:
High schools
-- $ 10 million
Middle schools -- $ 5 million
Elem schools
-- $ 3 million
8
Appropriated Funds
• General funds
• Weighted Student Formula (WSF) funds
• Categorical funds
(Designated for specific purposes, i.e.
Special Education, Athletics, Hawaiian
Studies, etc.)
• Federal funds
• Title I and other grants
• Special funds
• Trust funds
9
Special Funds
• Summer school
• Lost textbook fees
• Use of school facilities fees
10
Trust Funds
• Athletic gate receipts
• Foundations / Donations
11
Non-Appropriated Funds
• Local School Funds
(School clubs, activities,
field trips, etc.)
12
Other Independent Revenue Sources
• Booster clubs
• Parent organizations
(PTSA / PTO)
• Alumni organizations
13
Budget Questions
• How can I use my financial resources to achieve
the academic goals?
• Have I made sure to use all of my resources,
including the “cash” special funds (lost textbook
fees, use of facilities), federal, local school funds?
• Did I spend my last year’s carryover funds?
• Do we have a vacant position in the financial plan?
Should we “sell” that position for one year?
• Do I have additional funding based on enrollment
or other increases? Should we “buy” a position
for one year?
• What grants should/can I target to apply for to
supplement the school’s budget?
• What school community resources can I also draw
upon for help? (business, boosters, alumni,
parents, other organizations)
14
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountability
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
15
Daily Operations – Ensuring Cash Control
• Do we have proper controls in place so that
cash and financial documents are
safeguarded?
• Does the bank account “balance” for the
local school fund?
• Are purchase order worksheets approved
before the purchase is made?
• Are my financial records kept in order?
16
Be Aware of
Increased Scrutiny: Audits
The Board of Education is intensifying its
monitoring of Department programs:
• The Board has established a new Audit
Committee, chaired by Donna Ikeda.
• The Board has also hired a new Board Auditor,
who will be auditing Department programs.
• The Board passed Policy No. 1200-1.17,
requiring program and fiscal evaluations of all
programs every 5 years.
17
Other Audits
• CPA firm is contracted by the State Auditor for
annual audit of DOE Federal, state and local
school funds.
• Department of Accounting and General Services
(DAGS) Audit Division audits local school funds
and cash at the schools statewide on a 3-to-5
year cycle for all schools.
• Title I is audited by Federal auditors periodically.
• School Breakfast and Lunch Programs are
audited by the U.S. Dept. of Agriculture / Office of
Inspector General also periodically.
18
Audit Notification
• Your school should be duly notified in advance of
an audit.
• If you are contacted by an auditor and were not
notified of such an audit, please contact our DOE
Internal Auditor, Ms. Denise Yoshida, at 586-3325.
19
Whom To Call for Audit Guidance?
• CPA audit and DAGS audit:
Denise Yoshida, DOE Internal Auditor
586-3325
• Title I:
Sharon Nakagawa, Special Programs
394-1387
• School Breakfast/Lunch:
Glenna Owens, School Food Services
733-8400
20
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountabilty
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
21
Monitor Funds Available and Expenditures
• Together with my staff, we need to check the
financial reports to see:
• How much money do I have?
• Should we plan to carry over some money?
• Did I spend my last year’s carryover funds?
• Should we buy or sell positions?
• How much do I have left?
• Am I using all of my money before the school
year ends?
22
Carryover (Concepts)
• Schools by state law are able to carryover
unspent state funds from one year to the next.
(Section 37-41, Hawaii Revised Statutes)
• Schools can also carryover unspent federal
funds, since federal grant periods are generally
27 months long, and Title I has a 15% limit.
• Make sure staff monitors your school spending,
to be sure you use all of your available funds.
• Plan ahead of time if you need to save money this
year to make bigger purchases next year, and
have staff make the appropriate system inputs.
23
Contracts
(State Procurement Law -- Concepts)
DOE Procurement Office has been conducting training
for schools/complex areas last year 2006.
Concepts : fair and open competition
• Small purchases
• “Bid” process
• Other exceptions
24
Pause for Reflection:
Questions so far?
25
Weighted Student Formula
Overview
26
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate funds
to schools based on student
educational needs.
27
Underlying Assumptions for Equity:
1. Schools with similar students should
get a similar amount of funds.
2. Schools with students who have a
harder time becoming proficient
should get more funds to support
their efforts.
28
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers
• Schools with higher % of ESL students
have lower % of proficient readers
• Schools with higher % of transient
students have lower % of proficient
readers
• Also true in national data
29
Poverty is a strong predictive
indicator for poor student performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
30
Poverty is a strong predictive
indicator for poor student performance
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
31
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
32
Other factors of inequity:
• Very small schools cost
more per student
• K-2 class ratios
• Isolated schools (Hana,
Molokai, Lanai, Kohala,
Kau)
• Multi-track schools
cost more in some
operational areas
33
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment per student
under
enrollment
Varies by School Level
.025
$107.21
$400
34
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
• Elementary
$63,300
• Middle
$84,350
• High School
$126,580
• Combination
$147,680
• $20M – Base Foundation - SY2007-08
• Not included in Executive Budget
• Executive Budget includes $20 M
in WSF for Equipment
Replacement
35
WSF $ Adjustments for Enrollment
• Financial plans are based on projected
enrollment for the year.
• August Official Enrollment Count:
WSF funds are increased or decreased based on
enrollment changes since projection.
• September Enrollment Count:
More WSF funds are given at 75% if enrollment
increases; no decreases if enrollment declines.
• January Enrollment Count:
More WSF funds are given at 50% if enrollment
increases; no decreases if enrollment declines.
36
WSF Implementation Manual
is also on the DOE Website:
• From DOE Home page, go to Reinventing
Education => Empowerment => WSF
• http://reach.k12.hi.us/empowerment/wsf/
37
Questions?
38
General Information
That Can Be Shared
With Your
School Community Council
39
What is the current DOE Budget?
40
Budget Process : Big Picture
State Budget Process :
Operating Budget:
($9 billion annually)
Governor, Legislature
Capital Improvement Program (CIP)
($1 B to $2 B annually)
Department of Education (DOE) Budget
DOE Operating Budget :
$2 billion annually
Schools
Support
Services
DOE CIP Budget :
$50 M to $200 M annually
(School / building construction;
complete school renovations;
Major repairs & maintenance)
41
Budget Process : School Level
• School budget process must be:
 Open
 Democratic
 Collaborative
(HSTA contract, Memorandum of Understanding)
• Principal prepares school academic/financial plan.
• School community council reviews the plan.
• Complex Area Superintendent approves the plan.
(Act 221, amending Act 51, Session Laws of Hawaii 2004;
Section 302A-1124, Hawaii Revised Statutes)
42
School Financial Plan Process Diagram
School Budget Process:
Complex Area Superintendent
• Open
• Democratic
• Collaborative
Principal,
Vice Principals
School Community Council
Department Heads, Grade Level Chairs
Faculty, Staff
Parents
Students
Community
43
Financial Plan: Next Steps
 After the CAS approves your Financial Plan,
make sure your PROs verify and establish all
those positions you defined in the Financial Plan,
particularly teacher positions, in order to
participate in the first posting period by end of
February.
 Special Education and Article VI teacher
allocations have been made by the State Special
Education Office. Determine if WSF position
decisions in the Financial Plan should change due
to the impact of the new information on Article VI
allocations. If so, amend the Financial Plan, share
with School Community Council, and resubmit
Plan to CAS.
44
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
Copyright © 2007 Hawaii State Department of Education
45
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
Copyright © 2007 Hawaii State Department of Education
46
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
$0.02
47
DOE Centralized Services
•
•
•
•
•
•
•
•
•
•
•
•
•
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services
qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
Autism, school based behavioral health, etc.
Special education provision and recordkeeping
Copyright © 2007 Hawaii State Department of Education
48
Statewide Responsibilities
•
•
•
•
•
•
•
•
•
•
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
Copyright © 2007 Hawaii State Department of Education
49
Why has the DOE Budget
increased to $2 billion?
50
The DOE Budget has increased
primarily due to the following:
The pass-through of fringe benefits
and debt service;
Services to special needs students; and
Transfer of specific programs.
51
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
Copyright © 2007 Hawaii State Department of Education
52
Special Education also expanded in compliance with the
Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
Copyright © 2007 Hawaii State Department of Education
53
Most recently, other programs like Facilities Development
and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
Copyright © 2007 Hawaii State Department of Education
54
Fringe Benefits, Debt Service and Special Education Account
for $1 Billion of the Increase in DOE Budget Over the Past
30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
55
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
Copyright © 2007 Hawaii State Department of Education
56
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
57
Questions?
58
Next Section:
More Explanation of
Responsibility No. 4: Monitoring
59
Planning:
3-Year Strategic
Plan
Input from school
personnel
Collaboration with
school community
Annual Academic
and Financial Plan
Planned Carryover
Monitor Funds Available
and Expenditures:
Allocations
Carryover
Buying & Selling
positions
Monitoring cash
balances
Expend funds on a
timely basis
School
Financial Overview
Principals’
Financial Roles
and
Responsibilitie
s
Resources:
Budget Office
School Support Section
Administrative Services
Assistants (ASAs)
Personnel Regional
Officers (PROs)
Accounting Section
Systems Accountabilty
User Support Techs (UST)
DOE Internal Auditor
Know the Total Budget:
What are my school’s
resources?
General funds: WSF
and categorical.
 Other funds: federal,
special, trust.
Non-appropriated:
local school funds
Other sources:
booster, PTSA/PTO,
alumni donations.
Daily Operations Ensuring Cash Control:
Cash is safeguarded
Local school
accounts are
reconciled
Purchase orders
approved
Record keeping
maintained
60
Overview of Monitoring
Funds Available and Expenditures
• How to access budget information
• Manage carryover
• How to “buy” or “sell” positions
temporarily for one year,
after the Financial Plan is done
61
How to Access Budget Information
• In your Lotus Notes workspace, click on
DOE Memos and Notices, open the Budget
Execution Procedures Memo
(dated 05/31/06 – copy in your handout)
• Click on document links to add budget
database icons to your Lotus Notes
workspace:
 DOE Budget Allocation Details FY 2007
 Budget Execution
Guidelines and Procedures
 Budget Branch References
62
DOE Budget Allocation Details
FY 2007
• Click on this icon if you want to find out about a
specific categorical or Federal fund program ID
allocation (not WSF), what the guidelines are
for spending, how the monies were allocated to
schools.
(You can search by Program ID number or Title)
Example: NCLB State Grants Prog ID 18053
Note: Weighted Student Formula (WSF) is not detailed in
this database because the use of WSF is defined by
your school’s Financial Plan.
63
Budget Execution
Guidelines and Procedures
• Click on this icon if you want to find out more
about instructions, procedures and forms on
all budget implementation topics. (see
handout for table of contents)
Examples: Carryover;
buying and selling positions;
expenditure guidelines.
64
Budget Branch References
• Click on this icon if you want to see
Frequently Asked Questions (FAQs);
Flowcharts; and Forms.
Examples: LSB-1 Buy/Sell Form;
Federal funds process; etc.
65
Managing Carryover
66
General Fund Carryover
• State law (HRS Section 37-41.5) caps general
fund carryover at 5% of the total DOE general
fund budget.
• Plan and monitor spending in the current year to
minimize carryover.
• Planned carryover should be for specific
purposes; otherwise, spending should be within
the current fiscal year to benefit current year
students.
• Last year’s carryover must be encumbered by
early January (this year was January 4, 2007).
• Recent statewide carryover totals reflect
cautiousness due to WSF implementation.
67
Department of Education
State General Fund Carryover
$40,000,000
$35,000,000
$30,000,000
FY
Amount
FY 97
$
21,184,777
FY 98
$
8,058,511
FY 99
$
26,831,400
FY 00
$
33,483,196
FY 01
$
24,752,105
FY 02
$
31,636,573
FY 03
$
18,954,597
FY 04
$
13,431,879
FY 05
$
30,649,220
FY 06
$
33,328,099
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$FY 97
FY 98
FY 99
FY 00
FY 01
FY 02
FY 03
FY 04
FY 05
FY 06
Fiscal Year
68
Buying and Selling Positions
After the Financial Plan is Approved
69
Buying and Selling Positions (LSB-1)
• Applies to WSF funds only.
• Is allowed due to circumstances that occur
after the Financial Plan is approved.
• Is a decision that is effective for the current
year only, after which any adjustments to
positions should be made in the Financial Plan
for the next school year.
• According to collective bargaining agreements,
the LSB-1 Form must be posted on the School
Bulletin Board for 30 days.
70
Checklist For
Buying a Position
 Identify a position to be bought.
 Determine cost based on budget schedule.
 Verify if the financial plan has enough funds to
pay for the position.
 Consult with Personnel Regional Officer (PRO).
 Complete LSB-1 Form and submit to
CAS/Budget/OHR.
 If approved, post on School Bulletin Board for 30
days.
71
Checklist For
Selling a Position
 Identify a position to be sold, as needed.
 Verify with your PRO that the position is in your
Financial Plan.
 Verify with your PRO that the position is vacant.
 Complete LSB-1 Form and submit to
CAS/Budget/OHR.
 If approved, post on School Bulletin Board for 30
days.
72
Buy/Sell Value Reduces Over Time
 Buy/Sell LSB-1 Forms will be processed
between May and February of each year.
 Cost is highest at the beginning of the
year, and is adjusted lower as time passes
from May to February. (See cost schedule
in handout)
73
Other Requirements of Buy/Sell Process
• Requests submitted must have original CAS
signature. Faxed requests, or those with photocopied
CAS signature, or without CAS signature, will not be
processed.
• Positions cannot be sold unless they are vacant.
Please verify with your PRO.
• Bought positions cannot be filled until a position
number has been established and assigned. Please
work with your PRO on this.
74
Help !
•
•
•
•
•
•
Budget Office
586-3350
OBS School Support Section 733-4735
Admin Service Assistants (ASAs) [district]
Personnel Regional Officers (PROs) [dist]
OBS Accounting Section
586-3450
Planning/Evaluation Section (HSA &
Trend Reports)
586-3283
• User Support Technicians (USTs)
692-7263
• DOE Internal Auditor
586-3325
75
Questions?
76