New Superintendent Orientation Materials

2020/21 New Superintendent Orientations via Zoom

To help “new” superintendents gain a better understanding of school finance, New Superintendent Orientations have been developed to cover the following information:

• School District Funds
• Budget Document and Schedules
• LC-2 Form and Special Grant Funds
• Administrator Data Submission Responsibilities – Helpdesk
• Annual Financial Report
• Federal Programs/Grants Management System
• State Aid

Although these orientations are for first and second year superintendents, all superintendents are welcome to attend in order to become more comfortable with the basics of school finance. Business managers and bookkeepers are welcome to participate as well.

The two sessions are listed below. Both days will contain the same format, so one day of attendance should be sufficient.

Normally, our New Superintendent Orientations are held at two sites in Nebraska but with health concerns due to COVID-19, this Orientation will be held via Zoom. Our Zoom meeting will start at 8:30 a.m. to cover the topics listed below.   We will conclude by 3:00 p.m.

Orientation Agenda

Morning Session Topics:

• Budgeted Funds
• School District Budget
• LC-2 and Special Grant Fund List
• State Aid Basics
• Annual Financial Report and Users’ Manual
• Federal Programs & Grants Management System (GMS) Basics
• NCSA Presentation

Afternoon Session Agenda:

Both afternoon sessions (1-3 p.m.) will be offered in two ways:

• Via Zoom budget assistance
• In-person budget assistance at NCSA (masks are required in the NCSA building)

Please contact Micki Iverson if interested in attending in-person assistance.

Participants should bring the documents listed below to the Orientation.  These documents will be referred to throughout the day.

• New Superintendent Orientation Materials (available by July 20th)
• 2020/21 Budget Text
• Accounting Structure & Users’ Manual – Program Budgeting, Accounting and Reporting System for Nebraska School Districts
• 2020/21 Tax Equity and Educational Opportunities Support Act (TEEOSA) Document
• 2020/21 School District Budget Form-download/print from the APA website
• 2018/19 AFR Summary Report (available in the Annual Financial Report in the NDE Portal) and/or 2018/19 District Audit (in your school files)

Registrations for the orientations should be received by July 17th.  To register, contact Micki Iverson by email (micki.iverson@nebraska.gov) or by telephone at (402) 471-1894.  When registering, include the following information:

• date you will attend
• names of those attending
• your school district name
• your email address
• if you plan to go to in-person assistance

Once you register, you will receive a confirmation email with a link to the Zoom meeting and information on the documents you will need during the Orientation.