Fiscal Roll
Name at least three positions that fiscally support the Principal.
CPS
Secretary
Budget Technician
Accounting Supervisor
Chief Fiscal Officer
Who is the first person to approve an XREQ on the Workflow?
Principals/Directors/Head of Department
Where can you access Amazon Business?
Classlink
In my phone
In my Laptop
In my Desktop
Where can BEST software be accessed?
In classlink
On the web directly
In my phone
In my Laptop
In my Desktop
What is the Fund where your Budget is recorded and kept?
Fund 01.0
General Fund
What are the Fiscal Tools to support the Principal in creating the Single Plan for Student Achievement ( SPSA)?
Principal's Budget
Allowable Expenditures (Cheat Sheet)
LCAP Chart of Accounts
Where does the XREQ go once you take the task from your site LAN_XXX0000?
To my personal Worklist/My Name
Who is the first Amazon approver?
Principal/Director
What is this BQK12EL4 used for in BEST?
To create a query for my Site's live Budget.
What format will the Site's Budget be downloaded from BEST?
Excel
Name three types of funding allocated at a school site.
Restricted
Unrestricted
Grants
Donations
Attendance Incentives
Can a Principal do an XREQ?
No, only CPS and Secretaries.
How do you check if your Amazon order matches what you wanted your CPS/Secretary to buy?
By reviewing before approving
What fiscal year should be entered in BEST to pull your site's live budget for 2025-26?
2026
What is the ADA count day in October?
The ADA count day is the first Wednesday in October.
What is Title I Allocation based on?
Free and Reduced Students
What is the name of the accounting software we use?
BEST
Who can buy in Smart & Final?
All personnel assigned by the Principal, and the names should be listed in the XREQ.
What is the District/Agency number to be entered in BEST?
64667
Which is the most restricted funding in the Site's Budgets?
Title I
What is the limit for Principals' or Directors' reimbursement?
$250 one time
$2,500 yearly
What must you do when you try to approve an XREQ and the action is not allowed?
Return the Task and notify my CPS/Secretary.
Name at least two items that cannot be purchased using public funds.
Alcohol
Cigarrets
Gifts
Name three Best Practices you learned today.
Track and Monitor Spending Regularly
Align Spending with the School Plan (SPSA)
weekly meetings with CPS
Pull the Budget Query every week
Designate a quiet time for your CPS to create XREQs and Budget Transfers
Spend within your budget
Apply for Donations for your School
Ask questions and use your resources.
Which funding will the site lose if it is not spent by June 30?
LCFF/Base
LCFF/Supplemental
What is the Site's minimum expenditure requirement from Title I in Professional Development?
10% of the Total Title I Site Allocation
eg, Title I Allocation 180,548.00
Professional Development 18,054.00
What takes place after the XREQ is in the final step and is being approved?
A Purchase Order (PO) is created.
Which metric determines the Site's LCFF S/C and LCFF Base Allocations?
Site Enrollment.
Where can a Principal/Director find the live budget information?
Directly in BEST by doing a budget query "BQK12EL4".
What must a School Site have before paying for food at a parent involvement meeting?
Previously, there had been a Site Council Title I meeting with approved minutes.