To complete this Self-Paced module you must be in Full Screen mode. Press F5 now . When in Full Screen mode, press the C

1. To complete this Self-Paced module you must be in Full Screen mode. Press F5 now. When in Full Screen mode, press the Continue Next Page button to continue. ISC Self-Paced Training Program Building a Budget: for School-Based Staff A Self-Paced Module Next Page >

2. Leadership, Empowerment and Accountability are at the forefront of our organization today. This Self-Paced Curriculum was developed and designed to empower you to control and manage your learning pace.  It challenges you to take the lead in identifying the functional areas that you need to learn more about and it challenges you to take accountability for your learning progress.  ISC Self-Paced Training Program Welcome to the ISC Self-Paced Training CurriculumFor the Empowered Learner • If you at any point in time need to review, repeat or move rapidly through any section, you are in control. You determine when you fully understand and have gained the knowledge put forth in each module. • Use the navigation buttons at the bottom of the screen to maneuver through the document. They will give you the options available on each page. Next Page > < Previous Page Go to Table of Contents End Session

3. Meeting withthe ISC Gifts Grants ComprehensiveEducationalPlan (CEP) Building a Budget: for School-Based Staff Reimbursables OrganizationalChart SAMs InitialAllocation Tax LevyAllocations RegisterProjections Next Page > < Previous Page Go to Table of Contents End Session

4. Building a Budget: for School Based Staff The Budget Workplan Click on the Topic below to view the related section The Bricks(Planning) Background(Recent Changes) Register Projections Organizational Chart ComprehensiveEducational Plan (CEP) The Mortar(Funding Sources) Tax Levy Reimbursable Gifts & Grants Construction(ISC) Helpful Links Meeting with the ISC Glossary End Session

5. Building a Budget: for School Based Staff Planning - Background Goal To equip and empower school-based personnel with basic, yet, in depth understanding of how New York City public schools are funded, and provide tools to access and effectively navigate the budgeting systems. Next Page > Go to Table of Contents End Session

6. Building a Budget: for School Based Staff Planning - Background Recent changes to educational budget in NYC 1996 NY State Governance Law-ask that the schools should be able to do their own budget 1999 Galaxy Training for Community School Districts 2000 5 Community School Districts piloted Galaxy 2000 (phase 1) 2001 9 additional Community School Districts use galaxy (phase 2). My Galaxy full T.O. web application 2002 9 additional Community School Districts use Galaxy (phase 3). Galaxy integrates with RMS to streamline hiring 2003 Galaxy is used for HS, ROCs, and Citywide Sp Ed Allocations given directly to schools for the first time 2004 97% of new teachers paid without delay for the first time 2005 Purchase Order details available in Galaxy 2006 DOE: All locations and employees in Galaxy. 2006 Open Market Transfer Program begins; all transactions sourced through Galaxy 2008 NYCAPS and Galaxy fully integrate for all administrative employees 2008 Self-Paced Basic Budget Training Program for School-Based staff Next Page > < Previous Page Go to Table of Contents End Session

7. Register Projections Initial school allocations are based on register projections. Based on the audited October 31st registers for the current year and the school’s enrollment, Office of Student Enrollment Planning and Operations (OSEPO) posts figures for the upcoming fiscal year. Once posted, Principals assess projected figures and can either accept or request a review, where they may provide alternate data. http://www.nycboe.net/AdminOrg/Finance/budget/dbor/dbor_intranet/REGPROJ_INTRANET/Reg_Proj_Default.html Building a Budget: for School Based Staff Planning – Register Projections Next Page > < Previous Page Go to Table of Contents End Session

8. Building a Budget: for School Based Staff Planning – Register Projections SAMPLE Next Page > < Previous Page Go to Table of Contents End Session

9. Organization Chart Instructional programs can be outlined in the organization sheet. All staff members and coordinators are listed with assignments and programs. Helpful for schools to have a tentative organization when consulting with the ISC team at the initial budget meeting. Building a Budget: for School Based Staff Planning – Organization Chart Next Page > < Previous Page Go to Table of Contents End Session

10. Comprehensive Educational Plan (CEP) Allows the School Leadership Team (SLT) an opportunity to assess the effectiveness of the current instructional programs. The sub-committee of the SLT determines proposed modifications and/or alternatives, develop goals and objectives. SLT creates action plans that will translate into observable, effective strategies to improve student achievement. The final plan supports the school’s vision and will assist in shaping the budget. CEP Building a Budget: for School Based Staff Planning – Comprehensive Educational Plan (CEP) Next Page > < Previous Page Go to Table of Contents End Session

11. Building a Budget: for School Based Staff Building a Budget Quiz - Planning A school’s initial allocation is based on: Select the most appropriate answer by clicking on it. Current Register The Comprehensive Education Plan Register Projection

12. Correct Click Here Go to Next Question

13. Initial school allocations are based on register projections. Based on the audited October 31st registers for the current year and the school’s enrollment, Office of Student Enrollment Planning and Operations (OSEPO) posts figures for the upcoming fiscal year. Once posted, Principals assess projected figures and can either accept or request a review, where they may provide alternate data. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question Register Projections

14. Building a Budget: for School Based Staff Building a Budget Quiz - Planning What is the purpose of the CEP when building a budget? Select the most appropriate answer by clicking on it. Assess & evaluate all programs School’s vision for scheduling funds Strategic plan for student improvement All of the above

15. Correct Click Here Go to Next Question

16. Comprehensive Educational Plan Allows the School Leadership Team (SLT) an opportunity to assess the effectiveness of the current instructional programs. The sub-committee of the SLT determines proposed modifications and/or alternatives, develop goals and objectives. SLT creates action plans that will translate into observable, effective strategies to improve student achievement. The final plan supports the school’s vision and will assist in shaping the budget. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question

17. OK, at this point you’ve got the bricks to build your budget. ComprehensiveEducationalPlan (CEP) OrganizationalChart InitialAllocation RegisterProjections

18. What would you like to do next? Go back to the Workplan(Table ofContents) Click Here Get the funding(Funding Sources Section) Click Here Stop for now, I’ll come back later Click Here

19. Building a Budget: for School Based Staff Funding Sources (The Mortar) Next Page > Go to Table of Contents End Session

20. Building a Budget: for School Based Staff Funding Sources • DOE receives funds from various sources: • Federal, State, City and Private. • These fund sources are placed into funding categories. The pie chart shows a graphic representation of the proportions of the three funding sources and varies from school to school. Next Page > < Previous Page Go to Table of Contents End Session

21. Tax Levy Monies provided by New York City to support educational programs are called Tax Levy funds. The majority of the monies come from property values and other taxable sources within New York City and New York State. Tax Levy funds account for a majority of a school’s budget. Building a Budget: for School Based Staff Funding Sources Next Page > < Previous Page Go to Table of Contents End Session

22. Tax Levy Tax Levy Funds are the most flexible of all fund sources. These monies can be used to cover all needs of a school building. However, they must be used to cover necessary mandated services first. Examples of these services are: Principal Secretaries Classroom Teachers Cluster Teachers Per Diem Days Basic Supplies Building a Budget: for School Based Staff Funding Sources Next Page > < Previous Page Go to Table of Contents End Session

23. Building a Budget: for School Based Staff Funding Sources Tax Levy Allocations The School Allocation Memoranda (SAM) will provide additional information on how Tax Levy funds are allocated and how the funds can be used. • SAM #1 provides detailed information on the initial funds given to schools. Next Page > < Previous Page Go to Table of Contents End Session

24. Tax Levy SAM # 1 Building a Budget: for School Based Staff Funding Sources SAMPLE Next Page > < Previous Page Go to Table of Contents End Session

25. Tax Levy SAM #1 (con’t) SAMPLE Next Page > < Previous Page Go to Table of Contents End Session

26. Building a Budget: for School Based Staff Funding Sources Tax Levy SAM Most of the additional funds that are allocated to schools can be found in the School Allocation Memorandums (SAM): http://schools.nyc.gov/offices/d_chanc_oper/budget/dbor/allocationmemo/fy08_09/AM_Default.html Note: The SAM give detailed instructions on why funds are given and how they should be used. Next Page > < Previous Page Go to Table of Contents End Session

27. Building a Budget: for School Based Staff Tax Levy SAM Funding Sources School Allocation Memorandums FY 2008 - 2009 SAM # TITLE DATE 01 Fair Student Funding (FSF) 05-22-08 02 Children First Supplemental Allocation 05-22-08 03 Fair Student Funding Legacy Teacher Supplement 05-22-88 04 FY'09 Budget Reduction 05-22-08 05 FY'08 Surplus Roll 05-22-08 06 FY'09 Contract For Excellence 07 Citywide Special Education MIS VI, VII, VIII 05-22-08 08 Early Grade Class Size Reduction (EGCSR) 09 Summer Instructional Program 05-22-08 10 Title I School Allocations 05-22-08 11 Parent Coordinator Allocation 05-22-08 12 New York State Textbook Law (NYSTL), Library, Computer Software and Hardware Funds 05-22-08 13 Success Grant 05-22-08 14 Special Education IEP Teacher Allocation 05-22-08 15 IEP Paraprofessional 16 Mandated Related Services 17 Adaptive Physical Education (APE) Allocation 05-22-08 18 Autism Spectrum Disorder 05-22-08 19 School Allocations, Amendments, and Adjustments, Part I 20 TL SLIP 21 YABC Programs 05-22-08 **This is a short list of some of the SAMs that may be found on the DOE website. Next Page > < Previous Page Go to Table of Contents End Session

28. Building a Budget: for School Based Staff Funding Sources Most Common Tax Levy (TL) Allocations: Next Page > < Previous Page Go to Table of Contents End Session

29. Building a Budget: for School Based Staff Funding Sources Most Common Tax Levy (TL) Allocations (Cont): Next Page > < Previous Page Go to Table of Contents End Session

30. Building a Budget: for School Based Staff Building a Budget Quiz – Tax Levy Tax Levy Funds come from which sources? Select the most appropriate answer by clicking on it. NYC Property Tax Federal Grants Other taxable sources in NYC Property Tax and other taxable sources in NYC

31. Correct Click Here Go to Next Question

32. Tax Levy Monies provided by New York City to support educational programs are called Tax Levy funds. The majority of the monies come from property values and other taxable sources within New York City and New York State. Tax Levy funds account for a majority of a school’s budget. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question

33. Building a Budget: for School Based Staff Building a Budget Quiz – Tax Levy Which of the following cannot be paid for with tax levy money? Select the most appropriate answer by clicking on it. Textbooks Per Session New Handicap Ramp Professional Development

34. Correct Click Here Go to Next Question

35. Tax Levy Tax Levy Funds are the most flexible of all fund sources. These monies can be used to cover all needs of a school building. However, they must be used to cover necessary mandated services first. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question Examples of these services are: • Principal • Secretaries • Classroom Teachers • Cluster Teachers • Per Diem Days • Basic Supplies

36. OK, at this point you’ve got the Tax Levy piece of your budget. ComprehensiveEducationalPlan (CEP) OrganizationalChart InitialAllocation SAMs RegisterProjections Tax LevyAllocations

37. What would you like to do next? Go back to the Workplan(Table ofContents) Click Here Get the Reimbursables(Funding Sources Section) Click Here Stop for now, I’ll come back later Click Here

38. Reimbursable Funding Reimbursable funding represents the portion of the school allocation derived from specific state, federal and private fund sources. Reimbursable funding must be used to provide additional instructional services that are over and above the basic instructional services. Funding is determined by eligible student population. Poverty Rate English Language Learners (ELL) Special Education At-Risk Students Attendance Rate Note: Funds are directed to the school from the city. Upon review of usage, the state reimburses the city for the expenses. Building a Budget: for School Based Staff Funding Sources Next Page > Go to Table of Contents End Session

39. Reimbursable Funding (Cont) Supplement not supplant! Reimbursable funding is used to implement academic intervention services (AIS), as described in the CEP. Misuse of reimbursable funds will lead to disallowances. See below website for School Allocation Memorandum. http://schools.nyc.gov/offices/d_chanc_oper/budget/dbor/allocationmemo/fy08_09/AM_Default.html Building a Budget: for School Based Staff Funding Sources Next Page > < Previous Page Go to Table of Contents End Session

40. Building a Budget: for School Based Staff Funding Sources Most Common Reimbursable Funding Allocations Next Page > < Previous Page Go to Table of Contents End Session

41. Building a Budget: for School Based Staff Building a Budget Quiz – Reimbursable Funds School Reimbursable Funding is for: Select the most appropriate answer by clicking on it. Additional instructional services Basic supplies Implementation of academic intervention services Implementation of academic intervention services and additional instructional services

42. Correct Click Here Go to Next Question

43. Reimbursable Funding Reimbursable funding represents the portion of the school allocation derived from specific state, federal and private fund sources. Reimbursable funding must be used to provide additional instructional services that are over and above the basic instructional services. Reimbursable funding is used to implement academic intervention services (AIS), as described in the CEP. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question

44. Building a Budget: for School Based Staff Building a Budget Quiz – Reimbursable Funds Reimbursable funds cannot pay for: Select the most appropriate answer by clicking on it. Internal Services After-School Programs Parent Involvement Internal Services and After-School Programs

45. Correct Click Here Go to Next Question

46. Reimbursable Funding Supplement not supplant! Reimbursable funding is used to implement academic intervention services (AIS), as described in the CEP. Misuse of reimbursable funds will lead to disallowances. See below website for School Allocation Memorandum. Nice try But apparently you misseda point in the reading. Click Here Go to Next Question

47. OK, at this point you’ve got the Tax Levy and Reimbursable pieces of your budget. ComprehensiveEducationalPlan (CEP) OrganizationalChart Reimbursables InitialAllocation SAMs RegisterProjections Tax LevyAllocations

48. What would you like to do next? Go back to the Workplan(Table ofContents) Click Here Get Giftsand Grants(Funding Sources Section) Click Here Stop for now, I’ll come back later Click Here

49. GIFT – A donation rendered via check, goods, or services from a private institution, corporation or not for profit institution (i.e. PTA donation, local bank donation, etc) GRANT – An award based on approval of a written proposal that is transmitted by the sponsoring Agency to the Senior Grants Officer at the ISC. (i.e. 21 Century Community Learning Center, Teaching American History, Learning Technology, etc) Building a Budget: for School Based Staff Gifts and Grants Next Page > Go to Table of Contents End Session

50. For Monetary Gifts up to $9,999 School receives letter and check from donor specifying the nature of the gift and guidelines for the use of these funds. These funds must be recorded through the “School Based Gifts and Grants Reporting System” which is located on the DOE Intranet. If funds will only be used for OTPS funds can be deposited in the school’s general fund. If funds will be used for personnel (per diem, per session, trainee) then the original check should be sent to the Senior Grants Officer (SGO). All documentation including the “School Based Gifts and Grants Reporting System” must be kept at the school. http://nycboe.net/schools/giftsgrants Building a Budget: for School Based Staff Gifts and Grants Next Page > < Previous Page Go to Table of Contents End Session