Current through Register Vol. 48, No. 52, December 27, 2024
Each candidate for the chief school business official's
endorsement shall be required to meet the standards set forth in this Section
in addition to those set forth in Section
29.100
of this Part.
a) Educational
Foundations of Schools - The competent chief school business official is
knowledgeable about the educational foundations of schools.
1) Knowledge Indicators - The competent chief
school business official:
A) is knowledgeable
about the historic foundations of education as they relate to the development
of public, tax-supported schools.
B) understands the development and funding of
private schools.
C) comprehends
legislative Acts guaranteeing the right of an education to all
people.
2) Performance
Indicator - The competent chief school business official analyzes and supports
the school's responsibility for the academic, cultural, physical, emotional,
and social development of the student.
b) Organization and Administration - The
competent chief school business official understands and demonstrates various
organizational leadership models.
1)
Knowledge Indicator - The competent chief school business official understands
various organizational leadership models.
2) Performance Indicators - The competent
chief school business official:
A) utilizes
methods of assigning personnel and resources to accomplish specific goals and
objectives.
B) uses scheduling
techniques to coordinate tasks to maximize personnel and resource
use.
C) exhibits skills in
identifying problems, securing relevant information, and recognizing possible
causes of conflict.
D) exhibits
skills in questioning techniques, fact finding, categorizing information, and
retention of relevant data.
E)
collects, analyzes, and evaluates various types of information to generate
alternate solutions, proper decisions, possible consequences, and contingency
plans.
c)
Public Policy and Intergovernmental Relations - The competent chief school
business official understands and applies theories of public policy and
intergovernmental relations.
1) Knowledge
Indicators - The competent chief school business official:
A) understands how to interpret and apply the
policies and roles of local boards of education, state boards of education,
state legislatures, and the federal government.
B) comprehends the role of special interest
groups (within a school district) and their ability to influence those who
approve district policy.
2) Performance Indicator - The competent
chief school business official analyzes and synthesizes the political and
legislative processes of the following entities: local school boards, municipal
governments, state legislatures, and other governmental
jurisdictions.
d) Legal
Aspects - The competent chief school business official understands and applies
the legal aspects of educational leadership.
1) Knowledge Indicators - The competent chief
school business official:
A) understands the
State and federal constitutional rights that apply to individuals within the
public education system.
B)
understands appropriate statutory and constitutional authority regarding the
general administration of public schools.
2) Performance Indicator - The competent
chief school business official 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).
e) Principles of School Finance - The
competent chief school business official understands and demonstrates the
principles of school finance.
1) Knowledge
Indicator - The competent chief school business official comprehends the
principles of school finance.
2)
Performance Indicators - The competent chief school business official:
A) identifies and analyzes the major sources
of revenue for public schools at the local, State, and federal
levels.
B) applies various
techniques for estimating and identifying the expenditures for a public school
district in terms of cost centers and programs within each district.
C) identifies and examines the significant
sources of State and local revenue and projects the impact on the school
district of increases or decreases in these sources.
D) recognizes significant social,
demographic, and economic changes.
f) Budgeting and Financial Planning - The
competent chief school business official understands and applies the various
approaches to public school budgeting.
1)
Knowledge Indicator - The competent chief school business official understands
the principles of public school budgeting.
2) Performance Indicators - The competent
chief school business official:
A) prepares a
budget calendar to meet the time constraints of budget preparation.
B) analyzes the various approaches to
enrollment and personnel projections.
C) forecasts anticipated revenue by
source.
D) forecasts anticipated
expenditures by program.
E)
identifies various methods for budget analysis and management.
F) applies statistical process control
techniques for budgetary analysis.
G) applies the legal requirements for budget
adoption.
H) prepares a school
institution budget based on hypothetical data.
I) prepares revenue projections and estimates
of expenditures using appropriate and varied techniques.
J) identifies and interprets internal and
external influences on the budget.
g) Accounting, Auditing, and Financial
Reporting - The competent chief school business official understands and
demonstrates the principles of accounting, auditing, and financial reporting.
1) Knowledge Indicators - The competent chief
school business official:
A) understands how
to present fairly and with full disclosure the financial position and results
of financial operations of the funds and account groups of the school district
in compliance with generally accepted accounting principles.
B) understands the use and role of an
internal auditor.
2)
Performance Indicators - The competent chief school business official:
A) prepares appropriate interim and annual
financial statements and reports of financial position and operating
results.
B) prepares revenues and
expenditures by fund (using the appropriate State chart of accounts, electronic
data processing, etc.).
C)
facilitates management's control of all financial operations and funds using
appropriate technology.
D)
establishes and verifies compliance with finance-related legal and contractual
provisions.
E) develops and
maintains all fixed assets in a General Fixed Asset Account Group.
F) communicates how the budget and available
resources of the school district support the institution's program.
G) analyzes both monthly and annual financial
statements and reports.
H) develops
specifications for the employment of an independent auditor.
I) 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.
h)
Cash Management, Investments, and Debt Management - The competent chief school
business official understands and implements cash management, investment, and
debt management procedures.
1) Knowledge
Indicators - The competent chief school business official:
A) understands how to develop specifications
for the selection of banking services and the concept of compensating
balances.
B) comprehends procedures
and legal constraints for cash collection and disbursements.
C) understands the risks and calculates the
yields on various investment options available to a school district.
2) Performance Indicators - The
competent chief school business official:
A)
applies various methods of cash forecasting.
B) uses the appropriate types of short-term
financing instruments available to school districts.
C) analyzes the legal constraints and methods
of issuing long-term general obligation bonds, including the bond rating
process and the role of rating services.
D) prepares a cash flow analysis for a
hypothetical school district.
E)
implements the concept of appropriate fund balance management.
i) Personnel and
Benefits Administration - The competent chief school business official
understands and implements human resource management procedures for
non-instructional personnel.
1) Knowledge
Indicator - The competent chief school business official understands factors
involved in formulating policies and procedures related to the management of
non-instructional personnel.
2)
Performance Indicators - The competent chief school business official:
A) demonstrates appropriate skills related to
the recruitment, selection, orientation, evaluation, and assignment of
non-instructional personnel, including the creation of job
descriptions.
B) analyzes and
demonstrates procedures for bidding, selecting, evaluating, and managing fringe
benefit programs.
C) applies the
legal procedures for the recruitment, selection, orientation, assignment, and
termination of non-instructional personnel.
D) leads subordinates in understanding the
expectations for the implementation of all board policies, as well as State and
federal laws related to personnel.
E) analyzes the legal requirements and tax
consequences of fringe benefit programs, using federal and State
codes.
j)
Staff Development - The competent chief school business official understands
and implements staff development procedures for non-instructional personnel.
1) Knowledge Indicators - The competent chief
school business official:
A) identifies staff
development priorities.
B)
identifies models for the program and completes cost analysis of staff
development programs.
C) identifies
appropriate procedures for the management of staff development
programs.
2) Performance
Indicators - The competent chief school business official:
A) incorporates the major components of adult
learning into the creation of an effective, sequential process for staff
development.
B) applies the
appropriate skills for the administration of a comprehensive staff development
program for non-instructional staff.
k) Labor Relations/Collective Bargaining -
The competent chief school business official understands and addresses labor
relations/collective bargaining issues.
1)
Knowledge Indicator - The competent chief school business official comprehends
labor relations/collective bargaining issues.
2) Performance Indicators - The competent
chief school business official:
A) analyzes
board of education policies and State statutes regarding collective
negotiations.
B) applies
appropriate procedures for the development of the board of education's
negotiation team and strategies for conducting negotiation sessions.
C) applies appropriate procedures for
improving the relationships between management and district
employees.
D) develops salary
schedules and fringe benefit packages.
E) analyzes models for assessing the costs of
salary and fringe benefit proposals.
l) Planning and Construction - The competent
chief school business official understands and implements appropriate facility
planning and construction procedures.
1)
Knowledge Indicators - The competent chief school business official:
A) identifies the steps and procedures
necessary to develop a strategic plan for facilities.
B) understands funding sources and issues
related to school construction, including bond ratings, the rating process, and
bond election processes.
2) Performance Indicators - The competent
chief school business official:
A) develops
appropriate procedures for selecting and using the professional services of
architects, engineers, risk managers, construction managers, general
contractors, and other professionals and understands their roles and
responsibilities.
B) applies
protocols and procedures involved in developing and using educational
specifications.
C) applies
protocols and procedures for selecting school sites.
D) 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.
E) evaluates the
research, current practices, and issues regarding the impact of energy, safety,
and environmental factors.
F)
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.
G) plans for
facilities-related needs: prepares population projections; develops educational
specifications; analyzes amortization of bond issues; evaluates buildings;
etc.
m)
Maintenance and Operations - The competent chief school business official
understands and implements appropriate maintenance and operations procedures.
1) Knowledge Indicators - The competent chief
school business official:
A) understands
protocol and procedures required to keep schools clean and safe through routine
custodial services and preventive and remedial maintenance.
B) understands protocol and procedures
required to manage energy consumption efficiently and effectively and secure
energy grants.
2)
Performance Indicators - The competent chief school business official:
A) computes custodial allocations, determines
energy budgets for school centers, and develops manpower plans for maintenance
divisions of simulated or actual school districts.
B) creates and uses simulations of
maintenance and operation functions that permit decisions related to resource
allocation.
n) Purchasing - The competent chief school
business official understands and implements appropriate purchasing procedures.
1) Knowledge Indicator - The competent chief
school business official understands appropriate purchasing
procedures.
2) Performance
Indicators - The competent chief school business official:
A) applies generally accepted accounting
principles and procedures in the bidding and purchasing processes.
B) incorporates legal and ethical
considerations in the bidding and purchasing processes.
C) utilizes computerized management systems
for tracking requisitions, purchase orders, deliveries, invoices, payments, and
the status of the budget.
o) Supply and Fixed Asset Management - The
competent chief school business official understands and implements appropriate
supply and fixed asset management procedures.
1) Knowledge Indicator - The competent chief
school business official comprehends appropriate supply and fixed asset
management procedures.
2)
Performance Indicators - The competent chief school business official:
A) manages and controls
inventories.
B) plans and
implements a program for the maintenance and repair of equipment.
C) provides, produces, and uses the financial
analysis of life cycle costs and quality control methods.
D) applies the proper procedures relating to
the legal evaluation and disposal of surplus property.
E) utilizes amortization techniques
pertaining to the purchase of new and/or replacement capital
equipment.
p)
Real Estate Management - The competent chief school business official
understands and implements appropriate real estate management procedures.
1) Knowledge Indicator - The competent chief
school business official understands appropriate real estate management
procedures.
2) Performance
Indicators - The competent chief school business official:
A) applies legal procedures in acquiring and
disposing of land, buildings, and equipment.
B) collaborates with other governmental
agencies regarding zoning issues, long-range land use planning, and the impact
of commercial and residential development on schools.
C) applies proper real estate management
policies, procedures, and practices.
D) utilizes a computer program or service to
manage the fixed assets of a simulated or actual educational
institution.
q) Strategic Planning - The competent chief
school business official understands and implements strategic planning
procedures.
1) Knowledge Indicator - The
competent chief school business official understands strategic planning
procedures.
2) Performance
Indicators - The competent chief school business official:
A) facilitates administrative and employee
teams in the identification of short- and long-term goals in all aspects of
school district activities.
B)
develops a strategic plan that will move the district toward achievement of its
mission and goals.
r) Program Evaluation - The competent chief
school business official understands and implements appropriate program
evaluation procedures for non-instructional programs.
1) Knowledge Indicators - The competent chief
school business official:
A) understands the
components and skills needed to evaluate programs and business
services.
B) identifies various
economic and cost factors inherent in program evaluation.
2) Performance Indicators - The competent
chief school business official:
A) develops a
procedure for the systematic evaluation of non-instructional
programs.
B) analyzes and develops
alternative methods of measuring program outcomes.
s) Communications - The competent
chief school business official understands and demonstrates communications
procedures.
1) Knowledge Indicator - The
competent chief school business official comprehends effective communication
strategies and techniques related to mass and interactive communications (oral,
aural, written, and nonverbal).
2)
Performance Indicators - The competent chief school business official:
A) articulates ideas clearly, concisely, and
effectively.
B) develops a plan for
a positive school-community relations program for the business
office.
C) develops procedures for
the management of public information programs and departments that relate to
business services.
t) Management Information Systems - The
competent chief school business official understands and utilizes management
information systems.
1) Knowledge Indicator -
The competent chief school business official understands the functions of
management information systems.
2)
Performance Indicators - The competent chief school business official:
A) applies current technology in regard to
the storage, analysis, and communication of data.
B) evaluates the benefits of producing
information in relation to costs.
C) develops a records management system,
using appropriate technology, that complies with all legal
requirements.
D) develops a
long-range technology plan for a school district.
E) evaluates computer hardware and software
for use in the school business office.
u) Risk Management - The competent chief
school business official understands and implements risk management procedures.
1) Knowledge Indicators - The competent chief
school business official:
A) comprehends the
common types of insurance protection needed.
B) understands federal and State statutes
regarding liability limits and bond requirements.
2) Performance Indicators - The competent
chief school business official:
A) develops
policies and procedures regarding safety programs for both students and
employees.
B) identifies models for
evaluating the risk management program of a school district.
C) provides education on risk management
issues to school district personnel.
v) Transportation - The competent chief
school business official understands and implements transportation procedures.
1) Knowledge Indicators - The competent chief
school business official understands the appropriate transportation procedures
needed to ensure the safe transport of children.
2) Performance Indicators - The competent
chief school business official:
A) analyzes
the various methods of providing transportation for students and identifies the
most efficient method for a given district.
B) develops transportation routes and
schedules and programs for the selection and training of staff.
C) applies appropriate management principles
in the maintenance and operation of a district's transportation program to
ensure the safe transportation of students.
w) Food Service - The competent chief school
business official understands and implements food service procedures.
1) Knowledge Indicators - The competent chief
school business official:
A) understands a
system for high-quality food production, operation, and service.
B) comprehends the financial aspects of
school food service (federal, State, and local).
2) Performance Indicators - The competent
chief school business official:
A) applies
State and federal guidelines regarding free and/or reduced-price meal subsidies
and qualifications for participation.
B) interacts with representatives of
nutritional and regulatory agencies in planning, conducting, and reporting on
food service programs.
x) Health and Safety - The competent chief
school business official understands and implements health and safety
procedures.
1) Knowledge Indicators - The
competent chief school business official:
A)
comprehends the components of a health and safety program and establishes
policies and administrative procedures for students, employees, and the
community that comply with federal and State regulations.
B) understands State and federal laws
regarding asbestos abatement, radon gas, lead contaminants, and other
potentially hazardous substances.
2) Performance Indicators - The competent
chief school business official:
A)
facilitates training for employees that will enable them to be more cognizant
of dangerous environmental factors.
B) develops and implements a process for
assessing potential safety hazards in school buildings and on school
grounds.
C) prepares a school
district disaster preparedness and recovery plan.
D) develops and implements district policies
regarding students and staff infected with contagious diseases.