As part of their commitment in the 2022 School Resource Management Strategy to research good practice and share findings with the sector, the Department for Education (DfE) commissioned CooperGibson Research (CGR) and St. Mary's University, to conduct qualitative research exploring school and trust business practices. The research aimed to better…

Today's school business officials are more aware than ever of the importance of making every dollar count. As they scour their budgets for possible savings, they may be tempted to reduce investment in school infrastructure, perhaps by deferring maintenance, renovations, and replacement of outdated facilities. However, school business officials…

To help school business administrators keep track of districts' funds and make the right investment decisions, this directory contains descriptions of the financial services provided by over 25 firms. A table provides detailed information on the areas of the country the firms serve and their areas of expertise. (MLF)

This chapter of "Principles of School Business Management" introduces the concept of cash management, or the process of managing an institution's moneys to ensure maximum cash availability and maximum yield on investments. Four activities are involved: (1) conversion of accounts receivable to cash receipts; (2) conversion of accounts payable to…

At certain times of the year, school districts have a significant amount of money available. That money, properly invested, can represent a valuable source of additional funds. Describes bank options and factors to be considered in an investment policy. (MLF)

This bulletin focuses on four aspects of budget development and management in local school districts. Chapter 1 describes the general budget development process, highlighting variations some Oregon districts have found useful. The chapter outlines the responsibilities of educational agencies and district staff members at various levels and reviews…

A primer on financial management for college and university program officers and faculty who have moved from fields other than business into positions of administrative responsibility is presented, stressing that effective financial management of an institution is not only the responsibility of professional financial staff but also of those who…

This book updates the classic text "Public School Fund Accounting Principles and Procedures" (Tidwell 1960). The book is designed to be used primarily as a textbook at the graduate level with students training to be school administrators, school business administrators, or principals. A list of topics covered include an overview of school…

This fourth edition of a guide for independent school business managers has been produced in looseleaf format so that changes may be made promptly as decisions of regulatory bodies require modifications in current practice. Fourteen chapters are organized under three broad topic headings. Chapters in part 1, Accounting and Financial Reporting,…

Reviews the societal and organizational changes affecting school business administration, describes major activities encompassed in the practice of school business administration, and reviews current literature specifically related to such activities as electronic data processing, fiscal planning and budgeting, purchasing and property management,…

To augment the Pennsylvania Association of School Business Officials in the establishment of the highest standards and practices in school business administration, this manual provides an evaluation instrument of school business functions. Each of the 18 self-evaluation chapters is structured to be used independently and may be utilized in any…