Thomas Liberto

LCFFLocal Control

Funding Formula

FPMAFinancial Planning,

Monitoring & Accountability

Your assigned FPMA Resource Teacher can assist you with…

• Meet with principals upon request to assist with revision(s) of Single Plan for Student Achievement (SPSA).

• Collaborate with principals to problem-solve and/or align budget with SPSA.

• Meet with SSCs, as requested to explain purpose, components, and legal requirements of SPSA.

• Provide support to schools during SSC elections.• Attend SSC meetings to clarify role and responsibilities,

configuration, meeting management, and parliamentary procedures.

• Develop and present upon request, site-specific SSC trainings.

• Meet and debrief with principal, SSC chair, and team regarding SSC training related issues or concerns.

• Meet with principals, as requested to assist with development of site plan via the SBB tool.

• Collaborate with principals to problem-solve and/or align budget within the SBB tool.

• Provide training for categorical budget transfer and justification procedures.

• Consult with principal in order to revise budget transfer request and justifications.

Your assigned FPMA Resource Teacher can assist you with…

Your assigned Site Analyst can assist you with…

• Provide training on “how to run and review financial reports”, “how to use the site-based budgeting (SBB) tool” (resource teacher) and budget development.

• Assist in resolving budget errors on: requisitions, purchase orders, travel authorization or expense reports, etc.

• Process budget/expense transfers (must include appropriate documents).

Your assigned Site Analyst can assist you with…

• Assist in selecting appropriate PAR type, FTE and distribution %.

• Setup and/or Review budget strings and Human Capital Management (HCM) GL combo codes (time entry conversion chart).

• Visit your site (analyst and/or resource teacher can schedule an appointment upon request).

Things you can do at the site…

• Keep a current contact list available (Human Resource, Budget, Payroll/Timekeeping, etc.).

• Practice running and review your Budget Transaction Detail and Budget Overview reports.

• Have staff attend PeopleSoft Financial (travel/expenses) and Human Capital Management (Payroll) district trainings. If staff has not attended training in several years, send to refresh skills.

Things you can do at the site…

• Have timekeeper or designated staff process timecard(s) daily, no later than weekly.

• Transportation and 96000 checks go directly to your Analyst.

• Keep in mind of the Year-End Processing Deadlines in March and April. Plan ahead for your purchasing decisions. Do not wait until the last date to submit your orders.

Resolving Issues…

When requesting your site analyst or resource teacher to resolve an issue, please provide details…

• Requisition #

• Copy of budget string and description

• SBB, SPSA or SSC related

Resolving Issues…

• Allow sufficient time for your site analyst or resource teacher to research the issue(s).

• Every site analyst and resource teacher is assigned to assist schools by clusters and central office programs within the district.

• The resource teacher or site analyst will respond in a timely manner.

Budget Overview Report

Query that lists valid open budget strings used for eProcurement requisitions, travel authorizations, etc.

Tells how much …

• Was originally allocated into a given budget for the fiscal year.

• Has already been expensed (spent).

• Is currently encumbered to purchase orders (about to be spent).

• Is currently pre-encumbered to eProcurement requisitions (about to generate purchase orders).

Budget Overview Report

• You can adjust criteria and filter the query: Displays results for any budgets.

• You can run a report for: One single budget Multiple budgets Any/all budgets at your site

Budget Overview Report

1. From sandi.net, sign into Employee Portal.

Budget Overview Report

2. Hover over Resources, and on right side under “Technology & Support” click Applications.

Budget Overview Report

3. Click PeopleSoft-Financial on list of apps, and sign in with your User (Employee) ID.

Budget Overview Report

4. Access the report by clicking:A. Main MenuB. Commitment ControlC. Review Budget ActivitiesD. Budgets Overview

Budget Overview Report

5. Click Add a New Value. Type a title for your report. Then, click Add.

Budget Overview Report

6. Type a brief description of the report.

Budget Overview Report

7. Type EXPENSE in the Ledger Group field.

Budget Overview Report

8. Enter the current fiscal year in the Budget Period fields.

Budget Overview Report

9. Enter your site’s budget codes, as desired.

Budget Overview Report

10. Save the report for future use.

Budget Overview Report

11. Click Search to run the report.

Budget Overview Report

12. Results will display. Note the Available Budget amount.

Budget Overview Report

13. Scroll down and click links to view more details.

Budget Overview Report

14. Scroll to the right for more information.

Questions & Answers

Thanks for coming.See you next year!