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Whitman Elementary - Tulsa Public Schools

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Core Goal: Financial Sustainability<br />

with respect to alignment with district priorities, obligation of district resources, and<br />

sustainability.<br />

2. Incorporate state and federal grant programs into the district budget and planning processes.<br />

Strategic Objective D<br />

Support the efforts of Partners in Education, PTA, foundations, individual donors, business<br />

groups, and other community groups and agencies to augment existing District resources.<br />

Progress and Accomplishments<br />

‣ Developed Board Policy and procedures for organizations wishing to be sanctioned by the District,<br />

such as booster clubs, PTA’s, etc.<br />

‣ Developed process for handling major donor contributions to provide budget tracking,<br />

reimbursement claims, and accountability with respect to the donor’s wishes.<br />

Measures of Success – results data not available<br />

Timely access to grant budget<br />

Value of unspent grant funds lost<br />

% grant reports submitted on time<br />

Preliminary Results<br />

Key Issues<br />

1. Clear communication of expectations with donor groups will continue to be important.<br />

2. The new financial system will provide easier tracking of timely grant spending.<br />

5

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