Business Information Services & Finance
School Finance

This service provides Superintendents, Business Managers, Finance Directors and Transportation Directors with expert assistance, professional development opportunities and trainings in:

-Transportation Reporting
-Business Manager’s Roundtable
-SOF Template Workshop
-Public Funds Investment Act – Investment Officer Training 

  • 2022-23 LPE-DPE Side-by-Side Template (r2).

    The 2022-23 LPE-DPE Side-by-Side Template (r2) is posted. This is an "enhancement" of Omar's template. This only maps through Cycle 3. We will release another template for Cycle 4, which will hopefully include preliminary values from the Comptroller's Office.

    For Ascender districts, you may enter your ADA/FTE's from Ascender SAT0920 combined tracks report into the cells of the "Enter Cycle ..." sheets. This will enter the data into the Summative Attendance Sheet.
    For Skyward districts, you will need to enter data in the Summative Attendance sheet since it will not merge.

    Always import the latest Summary of Finance report from TEA's web page, and enter your "most accurate" projection of M&O tax collections.

    Be sure to re-enter your previous and current six weeks attendance data since numbers often change with corrections.
    Remember!!  This template is an "as is projection" of your state and local revenue based on you current data.

  • NOTICE: Web Posting Requirements for Budgets

     

    Notice of Public Meeting to discuss Budget and Proposed Tax Rate: Form 50-280.
     (Link to Form)

    Web Posting Requirement (HB1): "Proposed" Expenditure Budget on district's web page as required by HB1. A school district must post the budget summary on the school's Internet Web site when it post the "Notice of Public Hearing" on the budget in the newspaper. 

    Link to 2023-24 "Proposed" Budget Reporting Template
    (Updated 05-22-2023)

     

    Web Posting Requirement: Adopted Budget. House Bill 3 from the 81st Session of the Texas Legislature requires school districts, on final approval of the budget by the board of trustees, to post a copy of the Adopted Budget on the district’s Web site. This requirement is in addition to posting the "proposed" budget. The Web site must prominently display the electronic link to the adopted budget. The adopted budget must be maintained on the Web site for three years after adoption.  

    Link to 2023-2024 Web Posting of Adopted Budget
    (Updated 05-22-2023)

     

    Note:  HB 3 requires posting only General Fund Budget. Since adoption of Federal Funds is a local decision, they are not required posting. If you choose to add Federal Funds to the template, this would be acceptable, but not required.

  • There is no longer a requirement for school districts to post their utility usage on the webpage, however if you wish to do so, use the following template:

    2023-24 Utility Usage & Cost template

  • Special Education Block Grant Template
    This template calculates funding for each Special Education Instructional Setting utilizing the districts
    adjusted allotment and data from Superintendent's Report.
    (Link to Special Education Block Grant Template)

  • Federal Funds Maintenance of Effort (MOE) Templates

    MOE Templates may be used to to help a district determine compliance with Federal Maintenance of Effort requirements. The template compares "current" year spending (not budgeted amount) with "base year" expenditure to determine compliance
    (Link to 2015-16 MOE Template)
     
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