New Principal Orientation
Budget Services
July 21, 2014
Allocation Sheets
Final Allocation Sheets will be distributed in
November:
• Based on the October FTE counts.
• Use Allocation figures from the previous year when budgeting
for school spending prior to Allocation Sheet distribution.
• The Principal is responsible for refunding any amounts that
are overspent.
Allocation Sheet
FY2015
Allocation Highlights:
• Per pupil allocation amount:
o Elementary
$32/FTE
o Middle
$40/FTE
o High
$48/FTE
• Unused funds are not carried over to the following year.
• Each school receives a base amount of School Focused Staff
Development funds to begin the school year.
• The local school billing account can be used to purchase items
using the county purchase order system.
Navigating the Portal
County funds can be viewed on the
Financial Portal at
http://finance.cobbk12.org/
• Save this page as a favorite on your computer.
Financial Services Online
Your personalized Financial Portal page:
Financial Analysis
Personalized Query Page:
Financial Analysis Query Page
Charge Code Information
(a 6 block code by which any budget
expenditure can be identified):
• Fund - Identifies a sum of money as a specific
resource, which is used for specific, authorized
purposes.
• Agency – Identifies the individual responsible
for a group of accounts.
• Organization – Identifies the purpose of
the transaction and describes the activity for which a
service or material is acquired.
• Activity – Identifies specific activities and
procedures designed to accomplish a predetermined
objective.
• Object – Identifies the nature and goal of an
account or transaction describing the specific service
or commodity obtained.
• Reporting Category – Indicates the
location/site where the purchased item or service will
be located.
Financial Analysis Query Page
Appropriation Unit
• Accounts are grouped into Appropriation Units
(e.g. Instructional Funds).
• Administrators may cross spend funds contained in the
various accounts within the Appropriation Unit.
• As long as the entire Appropriation Unit is within budget
limits, the system will accept additional expenditures to nonbudgeted “zero-budget” or over-budget accounts.
Budget Information
Allocation Manuals
• FSU
• Financial Services Online – Documentation & Procedures
General Financial Procedures Manual
• Financial Services Online – Documentation & Procedures
Contact Information
Budget Staff for Local Schools
• Pamela Houston – Budget Coordinator/Elementary Schools
pamela.houston@cobbk12.org 770-426-3470
• Gina Wheeler – Budget Coordinator/Middle & High Schools
gina.wheeler@cobbk12.org
770-426-3312
• Kerry O’Malley – Budget Analyst/Special Schools & Grants
kerry.omalley@cobbk12.org
770-426-3319
• Becky Beck – Budget Manager
becky.beck@cobbk12.org
770-590-4552