[Pentamation] Organization chart changes for 2018-2019?

Susan Escure sescure at msd.k12.or.us
Sat Jan 20 12:16:31 PST 2018


I was awake at 3:00 am this morning thinking more about the ESSA
requirement to code costs to a building location versus a cost center (ie.
the department responsible for the budget).  Currently, it is really easy
for me to print a administrator's budget because I can filter on cost
center.  If cost center is the location code - then I will have some
limitations.

Example:

An elementary school (cost center 119)  has a discretionary supply budget
and we use the following budget code:
100-1111-119-00000  410

The District Curriculum department (cost center 300) also has a
discretionary supply budget that could include costs that need to allocated
to each elementary school "location".
100-1111-300-00000 410.

If I need to allocate the curriculum costs to a building location I have
the following options:

1. I could restrict Function 2210 (improvement of instruction) to only the
Curriculum department and not allow them to use functions used at the
building level.  However, I would not be able to restrict use of these
account codes to the building users based on the cost center in the user
setup.

2. I could use the area code to denote "cost center" (because we have 5
digits for area when we just need 3 digits for ODE, we can use the last two
digits to define out cost centers), but that would be a nightmare change to
the chart of accounts.

3. I do nothing and do journal entries at year end to allocate certain cost
centers to building locations.  I strategically push to budget more at the
building level when appropriate.

4.  We ask PowerSchool to add a "location code".

I apologize for the light bulb being slow to light, but I think we do need
to reconsider whether we need a location code in addition to a cost
center.  I hate to have such a long string of accounts.

Suzan, I am curious what other states are doing?  Do other states use both
a cost center and a location code?

Other schools, do you perceive similar problems?

Thanks.


*Susan Escure*
Finance Director
McMinnville School District
800 NE Lafayette Ave
McMinnville, OR 97128
503.565.4005


On Wed, Jan 3, 2018 at 6:24 PM, Suzan Andrews <suzan.andrews at powerschool.com
> wrote:

> Thank you for responding to this message.  I appreciate the confirmation
> that our Oregon customers will not need to update their account structures
> for ESSA.
>
>
>
> We look forward to additional information in the future about reporting
> requirements.
>
>
>
> Suzan
>
>
>
> *From:* WILTFONG Michael - ODE [mailto:michael.wiltfong at state.or.us]
> *Sent:* Wednesday, January 3, 2018 7:41 PM
> *To:* Susan Escure <sescure at msd.k12.or.us>
> *Cc:* JOHNSON Mari - ODE <mari.johnson at state.or.us>;
> pentamation at list.r9esd.k12.or.us; prufo at blachly.k12.or.us; Suzan Andrews <
> suzan.andrews at powerschool.com>; Michele Wahlstrom <
> wahlstromm at nwasco.k12.or.us>
> *Subject:* RE: [Pentamation] Organization chart changes for 2018-2019?
>
>
>
> Hi Susan,
>
>
>
> At this time, I am of the opinion the only changes to our Program Budget
> and Accounting Manual, in light of new ESSA reporting requirements, will be
> our recommendations for the use of function and object codes at the
> district or school level - no new codes. It is anticipated this guidance
> will be in an exhibit that we will add to the current 2016 PBAM. We are
> currently working through this process and hope to have guidance ready by
> March.
>
>
>
> The good news: Oregon already does a pretty good job of reporting at the
> school level, as our systems already support this level of detail. The bad
> news: Some districts are better than others at reporting expenditures at
> the school level, which will take some time to change that culture.
>
>
>
> More news: We can create a report right now using school-level expenditure
> data, but it wouldn’t be very meaningful in telling a good story and would
> likely create more questions than answers. What we’re also working on at
> this time is how to display the data so that we are comparing similar
> schools and demographics, and what to include and not include in the
> financial data. This is a similar challenge at the national level.
>
>
>
> With that, I hope this is helpful and more details to come as we work
> through the reporting requirements.
>
>
>
> Mike
>
>
>
>
>
> [image: cid:image006.jpg at 01D27573.A02D0700]
>
> *Oregon achieves . . . together!*
>
> Michael Wiltfong
>
> School Finance and School Facilities, Director
>
> Office of Finance and Administration
>
> 255 Capitol Street NE
> <https://maps.google.com/?q=255+Capitol+Street+NE%C2%A0+Salem,+Oregon+97310&entry=gmail&source=g>
> Salem, Oregon 97310
> <https://maps.google.com/?q=255+Capitol+Street+NE%C2%A0+Salem,+Oregon+97310&entry=gmail&source=g>
>
> Phone (503) 947-5914
>
> michael.wiltfong at ode.state.or.us | www.oregon.gov/ode
>
> .
>
>
>
>
>
>
>
> *From:* Susan Escure [mailto:sescure at msd.k12.or.us <sescure at msd.k12.or.us>]
>
> *Sent:* Tuesday, December 26, 2017 10:09 AM
> *To:* Michael.Wiltfong at state.or.us
> *Cc:* Michele Wahlstrom <wahlstromm at nwasco.k12.or.us>;
> suzan.andrews at powerschool.com; pentamation at list.r9esd.k12.or.us;
> prufo at blachly.k12.or.us
> *Subject:* Re: [Pentamation] Organization chart changes for 2018-2019?
>
>
>
>
>
> Michael, the Oregon group of PowerSchool eFinance users are wanting to
> know if we need to change our organizational account structure to comply
> with the new ESSA regulations.
>
>
>
> I believe the cost center code allows us to segregate costs by building
> and that is what ESSA is requiring for our annual state report cards.
>  Therefore, we do not need to change our organizational account structure,
> correct?
>
>
>
> Will there be more discussion of what should be reported by building
> versus by district code?
>
>
>
> Thank you.
>
>
> *Susan Escure*
>
> Finance Director
>
> McMinnville School District
> <https://maps.google.com/?q=McMinnville+School+District%0D+%0D+%0D+800+NE+Lafayette+Ave%0D+%0D+%0D+McMinnville,+OR+97128&entry=gmail&source=g>
>
> 800 NE Lafayette Ave
> <https://maps.google.com/?q=McMinnville+School+District%0D+%0D+%0D+800+NE+Lafayette+Ave%0D+%0D+%0D+McMinnville,+OR+97128&entry=gmail&source=g>
>
> McMinnville, OR 97128
> <https://maps.google.com/?q=McMinnville+School+District%0D+%0D+%0D+800+NE+Lafayette+Ave%0D+%0D+%0D+McMinnville,+OR+97128&entry=gmail&source=g>
>
> 503.565.4005 <(503)%20565-4005>
>
>
>
>
>
> On Tue, Dec 26, 2017 at 9:48 AM, Pat Rufo <prufo at blachly.k12.or.us> wrote:
>
> I was confused about that as well.
>
> ---
> Pat Rufo
> Business Manager
>
> Blachly School Dist. #90
> <https://maps.google.com/?q=90+%0D+20264+Blachly+Grange+Road+%0D+Blachly,+OR+97412&entry=gmail&source=g>
> 20264 Blachly Grange Road
> Blachly, OR 97412
>
> 541-925-3262 Ext. 104
> 541-925-3062 Fax
>
>
>
> On 2017-12-26 07:47, Michele Wahlstrom wrote:
>
> Good morning, all.
>
> I have received a couple of emails from Power School regarding
> updating the chart of accounts in eFinancePlus to reflect necessary
> changes to comply with ESSA.  The initial email stated that Oregon was
> one of the states that would need to update their chart of accounts.
>
> However, I can find nothing in the ODE world that would reflect
> necessitating changes at this point in time.  Am I missing something?
> As I know you are all aware, this would be a huge project that would
> need to be completed prior to budgeting, which means we need to be
> moving forward now.
>
> Any thoughts?
>
> Thanks and happy holidays!
> Michele
>
> --
>
> _MICHELE WAHLSTROM_
> North Wasco County School District 21
> Payroll & Benefits Specialist
> wahlstromm at nwasco.k12.or.us
> 541-506-3420, Ext. 1008
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