VanGorp,+Finance

__**Year #2 with VanGorp**__

State Code (Student Fees): []

What fees may be charged by a district? [])  By statute, there are 7 fees that may be charged by a district. They are:
 * 1) Textbook fees (Iowa Code section 301.1). Textbook is defined as "books and loose-leaf or bound manuals... which convey information to the student... including but not limited to computer software, applications, using computer-assisted instruction, interactive videodisks, and other computer courseware and magnetic media."
 * 2) Eye protective devices (Iowa Code section 280.10);
 * 3) Ear protective devices (Iowa Code section 280.11);
 * 4) Driver education courses (Iowa Code section 282.6);
 * 5) Summer school courses (Iowa Code section 282.6);
 * 6) Transportation provided to resident students who are not entitled to free transportation (Iowa Code section 285.1). Transportation is free to elementary students who live more than 2 miles and to high school students who live more than 3 miles from their designated attendance centers.
 * 7) School supplies (Iowa Code section 301.1). These are items used individually by students as opposed to items used in common by all students. E.g., art supplies for art class and chemicals for science class are supplies for which a district may NOT charge a fee because they are used in common by all students.

__** Assignment #1**__

[] Department of Management School Budget and Finance

[] DE Calendar (Deadlines)

[] School Camparisons ect... (DE Website)

[] Critical Dates from IA-SB

[] Additional information about the Academy

 Syllabus

 IASBO Schedule

__**Year #1 with Scharff**__ from Dr. Craig Hansel (Ankeny CFO) from Dr. Craig Hansel (Ankeny CFO) sheet to use for the page summary of each session This is a copy of the e-mail sent by Jim letting us know the layout for the conference. The excel files from the CD Jim gave us at the conference. The first 1/2 of the Power Points from the CD Jim gave us at the conference The second 1/2 of the Power Points from the CD Jim gave us at the conference The PDF's from the CD Jim gave us at the conference The rest of the CD Jim gave us at the conference

Reminder:

The schedule of topics to cover in our summer classes include: Day one – June 28 What to come: 1 – intro refresh memory re: authority 2 – review Acad summary reports 3 - SAFE form 4 – Funding concepts 5 – Financial indicators 6 – Avail information resources 7 - Begin project re: prelim $$ status of district

Special Ed Balances: Trends: Single District Comparison 2010: Single District Comparison 2011:

Day two – July 6 What to come: 1 – Present findings on #7 2 – Special Ed $ basics 3 – Coding structure 4 – business practices 5 – Co-op process to plan for “First 100 day” project 6 – 624 assessment

In the event you have an insomnia issue or additional time to do something constructive you could scan the following items on the files you downloaded from the flash drive in May.

1 – early years 2 – funding concepts 3 – financial indicators 4 – sp ed budget 4 – sp ed timeline 5 – chart of accounts 16 – dist business practices

Reminder of assignments from the syllabus: A – Cost Analysis project – **//__ COMPLETE FOR SUMMER CLASS – JUNE 28 __//** This is file 16 – Situation Assessment form File 16 – Situation Assessment Form Example is to give you an idea as to how it should appear when completed. Use of systematic process (Situation Assessment Form) Current situation / need clearly identified Alternatives clearly identified Quantified data used in comparisons Objective presentation of positives / negatives associated with each option Sufficient rationale provided to support final recommendation

The purpose of this exercise is to provide you with one sample of approaching a situation where there may be several options. Your supt. and bd. of ed. will be much more receptive to your recommendation when they have confidence that reasonable alternatives have been considered. Circumstances where this may be applied include, but are not limited to, instructional materials adoption, paper towels vs. hand dryers in the restrooms, employees mowing lawns or hiring a contracted service, using district buses or charter buses for away games, etc.

B – Historical fiscal data – ** assigned first class and due second class, July 6 ** Fund balances all provided Data provided in both numerical and graphic format where appropriate Written description, definition, explanation provided for each category Projections provided with supporting rationale

The way to look at this project is if you applied to a school district for the supt. position and were called to come for an interview, what you could quickly determine about the district finances to be knowledgeable at the interview. What questions would the financial data generate?

C – Fiscal timeline upon employment – ** Due July 29 ** Data to access Data format (printout, graph, spreadsheet, etc.) Resource(s) for data Financial information I must know, and when I should know it

The purpose of this final exercise is to prepare a timeline, think first 100 days you enter a district as the supt., of what topics and data you should be addressing.

As you think about these fiscal topics keep in mind the final product / project for this class. That is to prepare a timeline / worksheet / process that you can use to assess the financial status as you enter a district as the superintendent. While it is not expected that you will be highly versed in all these areas the intention is that it will provide you with a basic roadmap or plan to begin to understand the totality of the operation and understand the needs therein. The principals get the “satisfiers” and you get all these “dissatisfiers.”

I look forward to seeing at 8:30 Tuesday, June 28 and Wednesday, July 6 in Rm 112 at the Hunziker Center.