TASBO’s Fiscal Manual includes general operating procedures that set the foundation for fiscal management. The Fiscal Manual template is a concise (approximately 30 pages) document that is designed to address general fiscal guidelines using an A-Z list of fiscal topics. Ideally, sub-manuals for federal grants, budgeting, purchasing, activity funds, etc. will be hyperlinked to the Fiscal Manual. This workshop will address the importance of developing and maintaining a written fiscal manual as well as tips to facilitate the customization of the template by each school/charter district. In addition to the overview, attendees will receive shared documents (Fiscal Manual template in Word, forms and procedures) and will be encouraged to participate in a TASBO Online Community as they work independently to complete their own customized Fiscal Manual.

This Fiscal Manual template is NOT the State and Federal Grants (EDGAR) Manual. TASBO’s State and Federal Grants (EDGAR) Manual is a comprehensive manual (approximately 90 pages) that specifically focuses on state and federal grant management that includes EDGAR topics such as: Pre and Post-award requirements such as Property Standards, Procurement Standards, and Financial Management.

Developing a Fiscal Manual Workshop
Original Presentation: April 2023
Presenters: Rebecca Estrada, RTSBA
CEU/CPE: 3/3.5

About This Recorded Training: Presentation materials will be located in your online learning profile (which will be established after you register). No prerequisites are required to register.