Director of Budget: John Collopy

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Supervisor Budget: Tara Rowland
Coordinator Budget : Therese Brennan
Coordinator Budget : Susan Porter Central Office Budget Information
Data Management Research Technician: Darlene Marks
Data Management Research Technician: Kim Deel
Clerk III: Katrina Mattingly
Clerk III: Missy Manzano
Clerk III: Amy Schultz
MUNIS Budget Training Manual
MUNIS Next Year Budget Entry Manual
School Budget Forms
  Site Based Allocations
Special Schools Next Year Budget Info
Working Budget Reports

To email a team member of the Budget Office, click on their name above.

The Financial Planning and Management Department has the responsibility of insuring that the resources of the district are aligned to meet the needs of all children, as those needs are identified by the administration and instruction divisions of Jefferson County Public Schools. Our goal is to strive for the best utilization of available funds towards an optimal academic achievement level for each student.  The philosophy of our department is that the resources must follow the needs of the students. 

 The specific responsibilities of the department are as follows:


School Budget Allocations

2021-2022
General Fund Site Based Budget Information

 

Please be sure to complete the Textbook Allocation Worksheet and

return it with your Site Based Budget Information.

2021-2022
General Fund Textbook Allocation

 

2020-2021
General Fund Site Based Budget Information

 

2021-2022
Federal and State Allocations

(link to District Planning Website)

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SPECIAL SCHOOLS BUDGET INFORMATION

 

2021-2022

Please be sure to complete the Textbook Allocation Worksheet and

return it with your Site Based Budget Information.

2021-2022
General Fund Special Schools Textbook Allocation

 

2020-2021

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School

Budget

Forms

Principal Help Session Training PowerPoint

20-21 Section 4 & 5 Change Request

10th Day Adjustment Form

MUNIS Budget Training Manual

MUNIS Next Year Budget Entry Manual


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Carryover Reports

Only a school's flexible codes carry over - 900XF, 900XS, 103X. The total balance in the flexible codes is manually placed in the
following year's budget after the year end close process is complete. The Carryover Report shows the balance in each code. You should use this report
to budget more precisely in the new year. Keep in mind that payroll will be paid even if there is not sufficient budget in the particular code. These are the
accounts which are most frequently overspent. You should monitor your sub, part time salary and overtime codes during the year to avoid overages.

Any deficit in the flex code balance will be recovered.

Open the file below, and be sure to File/Print and click 'current page only' to print your school.

2019-2020 FLEX CARRYOVER REPORT

2019-2020 TEXTBOOK CARRYOVER REPORT

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The report is in PDF format. You must have Adobe Acrobat Reader to open the file.
You may download Acrobat Reader free.

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Department Head/Team Leader
and Cultural Contact Allocations

Department Head/Team Leader allocations are based on the number of teachers at a school location on October 1.
Each school is allocated $125 per teacher plus $250 for a Cultural Contact. Allocations will be calculated after October 1
and placed in the schools' budgets at a later date. The payments should be made to the Department Heads/Team Leaders
and Cultural Contacts in May.

2020-2021 DEPARTMENT HEAD ALLOCATIONS

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21-22 FRINGE CALCULATOR

20-21 FRINGE CALCULATOR

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ACCOUNT CODE INFORMATION

Maintenance Needs Add-on

Expenditure Code Quick Reference List (Revised)

KEY CODE QUICK REFERENCE LIST

EXTRA SERVICE MUNIS CODES FOR SCHOOLS
Elementary - Middle - High - Special - State Agency

To email a team member of the Financial Planning and

Management Office, click on their name above.

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Financial Planning and Management
Jefferson County Public Schools
3332 Newburg Road
Louisville, KY 40218
502-485-3438