1. The Basics of Budgeting
Leigh Zeitz
Coordinating Technology in an
Educational Setting

2. Budgeting Topics
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Pre-budget Planning
Preparing a Budget
Managing a Budget

3. Budgeting is . . .
Planning for the allocation of resources
Not just Money!
People, equipment, materials, facilities

4. Planning Process
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Traditional Technology Funding
How much money do we have?
 What needs do we have?
 What curriculum do we teach?
 What is our teaching philosophy?
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5. Planning Process
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More Productive
What is our teaching philosophy?
 What curriculum do we teach?
 What needs do we have?
 How much money do we have?
 Where can we get more $$?
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6. Budgeting is important
because . . .
Provides planned direction
Plans include necessary resources
Necessary to receive funding
Requires prioritizing planned programs

7. Pre-Budget Planning
Know the district’s budgeting process
Who reviews the budget
How they evaluate the budget
In what order do they review the budget
Districts Financial Condition
Do they have the $$?
Do your projects fit the condition?
Does your budget show awareness?

8. Pre-Budgeting Planning Align
with the Strategic Plan?
How does the community view the
district’s spending habits?
What district guidelines apply?
Deadlines
Sign-offs
Quotas on spending categories

9. Pre-Budget Planning
Address District Priorities
What is HOT in the district?
Build budgetary alliances
Be part of a “team”
Poorly planned and aligned budgets are a
waste of time

10. Pre-Budget Planning
Identify technology priorities
Technology accessible to students/faculty
Automating the attendance system
Automating the library circulation system
Don’t get sidetracked by Gadgets
Use the Tech Plan to guide your
budgeting
Review last year’s Tech Plan report to
identify needs

11. Pre-Budget Planning
Use Last Year’s expenditures to guide
your budget
Be realistic about your plans
Prepare to justify your recommendations
Reasons for your decisions
Connect with Technology Plan
Connect with Strategic Plan
Don’t downplay other’s plans

12. Pre-Budget Planning
Know your facts!
Do your research!
Include services
Prepare for scrutiny!
Include small things as well

13. Preparing the Budget
Be Clear
Be Organized
Be Detailed
Use the District’s Preparation forms
and methods
Anticipate Change!

14. Preparing the Budget
Begin by organizing your information
Create a spreadsheet
Expenditure Categories
Descriptions
Quantities
Costs
Project classifications
Priorities

15. Monitoring the Budget
Watch your expenses all year long
Be systematic
Expenditure categories are sacred
Must be justified
Transferred
Accounted for
Monitor your expenses as they occur
If possible

16. Be Organized!
Can’t monitor without a system
Have a system
Use your system
Get help if necessary.

17. Sources for Tech Money
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E-Rate
Tech Line Item
Building Level Tech
Budget
Reallocation of EOY
monies
Bonds and Levies
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State Emergency
Funding
Corporate
Donations
Partnerships
-University/Corporat
e
Adult Ed Funding
Tech Consortiums
Fund Raisers

18. E-Rate
Discount system based upon
schools’ poverty levels and school
settings
Begun in 1997

19. E-Rate

20. E-Rate Services
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Basic phone
Leased data circuits
Data Lines (T1, 56K, ISDN)
Email
Telecommunication wiring
Routers, switches, hubs, servers, wireless
Basic maintenance

21. Enhancing Education Through
Technology (E2T2 or EETT)
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Improve achievement through tech.
Cross the digital divide
Tech Literacy by 8th grade
Effective Teacher Training and Curr. Dev.
Linked to NCLB
50% Formula / 50% Competitive

22. The Money is Where You
Find It . . . Any Questions?
?