1 – Educational Foundations of Schools

1D - Analyzes and supports the school's responsibility for the academic, cultural, physical, emotional, and social development of the student.

2 - Organization & Administration

2B - Utilizes methods of assigning personnel and resources to accomplish specific goals and objectives.

2C - Uses scheduling techniques to coordinate tasks to maximize personnel and resource use.

2D - Exhibits skills in identifying problems, securing relevant information and recognizing possible causes of conflict.

2E - Exhibits skills in questioning techniques, fact finding, categorizing information, and retention of relevant data.

2F - Collects, analyzes, and evaluates various types of information to generate alternate solutions, proper decisions, possible consequences and contingency plans.

3 – Public Policy and Intergovernmental Relations

3C. - Analyzes and synthesizes the political and legislative processes of the following entities:  local school boards, municipal governments, state legislatures, and other local governmental jurisdictions.

4 – Legal Aspects

4C - Analyzes and implements significant statutory and case law relative to a number of management fields, including financial resource, human resource, facility and property, information, and ancillary services (including subcontracting).

5 – Principles of School Finance

5B - Identifies and analyzes the major sources of revenue for public schools at the local, state, and federal levels.

5C - Applies various techniques for estimating and identifying the expenditures for a public school district in terms of cost centers and programs within each district.

5D - Identifies and examines the significant sources of state and local revenue and projects the impact on the school district of increases or decreases of these sources.

5E - Recognizes significant social, demographic and economic changes.

6 – Budgeting and Financial Planning

6B - Prepares a budget calendar to meet the time constraints of budget preparation.

6C - Analyzes the various approaches to enrollment and personnel projections.

6D - Forecasts anticipated revenue by source.

6E - Forecasts anticipated expenditures by program.

6F - Identifies various methods for budget analysis and management

6G - Applies statistical process control techniques for budgetary analysis.

6H - Applies the legal requirements for budget adoption.

6I - Prepares a school institution budget based on hypothetical data.

6J - Prepares revenue projections and estimates of expenditures using appropriate and varied techniques.

6K - Identifies and interprets internal and external influences on the budget.

7 – Accounting, Auditing, and  Financial Reporting

7E - Prepares appropriate interim and annual financial statements and reports of financial position and operating results.

7F - Prepares revenues and expenditures by fund (using appropriate state chart of accounts, electronic data processing, etc.).

7G - Facilitates management control of all financial operations and funds using appropriate technology.

7H - Establishes and verifies compliance with finance-related legal and contractual provisions.

7I - Develops and maintains all fixed assets in a General Fixed Asset Account Group.

7H - Communicates the linkage between how the budget and available resources of the school district support the institution program.

7J - Analyzes both monthly and annual financial statements and reports.

7K - Develops specifications for the employment of an independent auditor.

7L - Applies the appropriate bases of accounting (modified accrual basis of accounting, accrual basis of accounting, or cash basis of accounting) in measuring financial position and operating results.

8 – Cash Management, Investments, and Debt Management

8D - Applies various methods of cash forecasting.

8E - Uses the appropriate types of short-term financing instruments available to school districts.

8F - Analyzes the legal constraints and methods of issuing long-term general obligation bonds including the bond rating process and the role of rating services.

8G - Prepares a cash flow analysis for a hypothetical school district.

8H - Implements the concept of appropriate fund balance management.

9 – Personnel and Benefits Administration

9B - Demonstrates appropriate skills related to the recruitment, selection, orientation, evaluation, and assignment of non-instructional personnel, including the creation of job descriptions.

9C - Analyzes and demonstrates procedures for bidding, selecting, evaluating, and managing fringe benefit programs.

9D - Applies the legal procedures for the recruitment, selection, orientation, assignment, and termination of non-instructional personnel.

9E - Leads subordinates in understanding the expectations for the implementation of all board policies, as well as state and federal laws related to personnel.

9F - Analyzes the legal requirements and tax consequences of fringe benefit programs, using federal and state codes.

10 – Staff Development

10D - Incorporates the major components of adult learning into the creation of an effective, sequential process for staff development.

10E - Applies the appropriate skills for the administration of a comprehensive staff development program for non-instructional staff.

11 – Labor Relations/Collective Bargaining

11B - Analyzes board of education policies and state statutes regarding collective negotiations.

11C - Applies appropriate procedures for the development of the board of education's negotiation team and strategies for conducting negotiation sessions.

11D - Applies appropriate procedures for improving the relationships between management and district employees.

11E - Develops salary schedules and fringe benefit packages.

11F - Analyzes models for assessing the costs of salary and fringe benefit proposals.

12 – Planning and Construction

12C - Develops appropriate procedures for selecting and using professional services of architects, engineers, risk managers, construction managers, general contractors and other professionals and understands their roles and responsibilities.

12D - Applies protocols and procedures involved in developing and using educational specifications.

12E - Applies protocols and procedures for selecting school sites.

12F - Analyzes the legal and administrative  responsibilities of advertising, awarding, and managing construction contracts and knows how to respond to contractor bankruptcy, product failure, and poor workmanship.

12G - Evaluates the research, current practices, and issues regarding the impact of energy, safety, and environmental factors.

12H - Analyzes the legal context within which school facilities are planned, constructed, and operated and the various federal and state agencies and their roles in the process.

12I.      Plans for facilities-related needs:  prepares population projections; develops educational specifications; analyzes amortization of bond issues; evaluates buildings; etc.

13 – Maintenance and Operations

13C - Computes custodial allocations, determines energy budgets for school centers, and develops manpower plans for maintenance divisions of simulated or actual school districts.

13D - Creates and uses simulations of maintenance and operation functions that enable decisions related to resource allocation.

14 – Purchasing

14 - Applies generally accepted accounting principles and procedures in the bidding and purchasing processes.

14C.    Incorporates legal and ethical considerations in the bidding and purchasing processes.

14D - Utilizes computerized management systems for tracking requisitions, purchase orders, deliveries, invoices, payments, and the status of the budget.

15 – Supply and Fixed Asset Management

15B - Manages and controls inventories.

15C - Plans and implements a program for the maintenance and repair of equipment.

15D - Provides, produces, and uses the financial analysis of life cycle costs and quality control methods.

15E - Applies the proper procedures relating to the legal evaluation and disposal of surplus property.

15F - Utilizes amortization techniques pertaining to the purchase of new and/or replacement capital equipment.

16 – Real Estate Management

16B - Applies legal procedures in acquiring and disposing of land, buildings, and equipment.

16C - Collaborates with other governmental agencies regarding zoning issues, long-range land use planning, and the impact of commercial and residential development on schools.

16D - Applies proper real estate management policies, procedures, and practices.

16E - Utilizes a computer program or service to manage fixed assets of a simulated or actual educational institution.

17 – Strategic Planning

17B - Facilitates administrative and employee teams in the identification of short and long-term goals in all aspects of school district activities.

17C - Develops a strategic plan that will move the district toward achievement of its mission and goals.

18 – Program Evaluation

18C - Develops a procedure for the systematic evaluation of non-instructional programs.

18D - Analyzes and develops alternative methods of measuring program outcomes.

19 – Communications

19B - Articulates ideas clearly, concisely, and effectively.

19C - Develops a plan for a positive school-community relations program for the business office.

19D - Develops procedures for the management of public information programs and departments that relate to business services.

20 – Management Information

20B - Applies current technology in regard to the storage, analysis and communication of data.

20C - Evaluates the benefits of producing information in relation to costs.

20D - Develops a records management system, using appropriate technology, that complies with all legal requirements.

20E - Develops a long-range technology plan for a school district.

20F.     Evaluates computer hardware and software for use in the school business office.

21-Risk Management

21C - Develops policies and procedures regarding safety programs for both students and employees.

21D - Identifies models to evaluate the risk management program of a school district.

21E - Provides education on risk management issues to school district personnel.

22 – Transportation

22B - Analyzes the various methods of providing transportation for students and identifies the most efficient method for a given district.

22C - Develops transportation routes and schedules, and programs for the selection and training of staff.

22D - Applies appropriate management principles in the maintenance and operation of a district transportation program to ensure the safe transportation of students.

23 – Food Service

23C - Applies state and federal guidelines regarding free and/or reduced-price meal subsidies and qualifications for participation.

23D - Interacts with representatives of nutritional and regulatory agencies in planning, conduct, and reporting on food service programs.

24 – Health & Safety

24C - Facilitates training for employees that will enable them to be more cognizant of dangerous environmental factors.

24D - Develops and implements a process for assessing potential safety hazards in school buildings and on school grounds.

24E  - Prepares a school district disaster preparedness and recovery plan.

24F - Develops and implements district policies regarding students and staff infected with contagious diseases.