Recommendation 6: Budgeting

Recommendation Managers

Mark Winters, Finance Officer

Joe Desormeaux,Assistant Superintendent, Facilities & Construction

Mid-point Update

(00:02:54)

Strategic Directive

Linked to Fiscal Accountability

The Auditors Recommended:

“Develop and implement a multi-year plan that fully aligns district and building level resources to curricular goals and strategic priorities and that includes systematic cost-benefit analyses to assure that expenditures are producing desired results.” (p. 364)

What This Means To The Community:

Auditors recommend having student needs and curricular goals drive budgetary decisions for WCPSS, rather than having budgetary constraints define the academic program.

Individual Action Steps

G.6.1 Direct the Superintendent to work with government authorities to make changes to local taxing authority.
G.6.2 Until 6.1, direct the Superintendent to work with the County Commission to revisit and revise MGT recommendation 7-25.
G.6.3 Until 6.1, direct the Superintendent to work with the County Commission to generate the revenue necessary ... maintain buildings ...Capital outlay.
G.6.5 Direct the Superintendent to amend the Superintendent's Plan for Student Success to communicate the correlation between the budget and system's goals and a connection to data-driven priorities.

G.6.8 Direct the Superintendent to develop multi-year plan to accomplish the above G6.1 - G6.7.

A.6.1 Work with government authorities to reassign local school taxing authority to the Board of Education.

A.6.2 Until G.6.1, work in harmony with the County Commission to revisit and revise MGT recommendation 7-25.
A.6.3. Until G.6.1, work in harmony with the County Commission to formulate a plan to generate the revenue to maintain buildings and meet Capital outlay needs.

G.6.4 Direct the Superintendent to prepare a new policy and job descriptions for overall direction for budgeting using criteria noted.

G.6.7 Require a presentation to communicate how the proposed budget addresses priorities/goals and responds to student and program evaluation data.

A.6.4 Draft and propose the policy (G.6.4) and revise related job descriptions. (p. 365)

A.6.5 Amend the annual “Superintendent’s Plan for Student Success” to communicate the correlation between the budget and the system’s goals. (p. 365)

G.6.6 Direct the Superintendent to revise the budget timeline.

A.6.6 Revise the Budget Development Process and Timeline to ensure focus on goals, results, and key strategies. (Follow the 14 outlined steps.) (p. 365)

A.6.7 Design the budget management process to allow for an acceptable variation (3-5%) to permit stability to achieve the desired results. (p. 367)
A.6.8 Provide training and consultation to affected staff during the transition to a curriculum-driven budgeting process and format. Both finances and program effectiveness are monitored simultaneously. Principals, teachers, staff, and parents must be key stakeholders in the budget building process. (p. 367)

Legend

Light blue text indicates completed items.
Item numbers that begin with "A" are action steps assigned to staff by the CMA.
Item numbers that begin with "G" are action steps assigned to the Board of Education by the CMA, that the Board has reassigned to staff.
Items bounded by a thin box are being treated by staff as a single action step.