School District Schedule 3
Budget Records

 

 

Adopted Annual Budget (SD 3-1)

The tentative budget is prepared by the superintendent and filed with the school board prior to June 1. "Prior to June 22 of each year, each local school board shall adopt a budget and make appropriations for the next fiscal year" (Utah Code 53A-19-102 (1995). According to Utah Code 53A-19-101(1995), "the budget and its supporting documents are required to include: the revenues and expenditures of the current fiscal year, estimate of revenues for the succeeding fiscal based upon the lowest tax levy that will raise the required revenue, using the current year's taxable value as the basis for this calculation; and a detailed estimate of the essential expenditures for the purposes for the succeeding fiscal year." The school board is required to file a copy of the adopted budget with the state auditor and the State Board of Education.

Retention

Retain for 10 years and then destroy.

(Approved 12/1996)

 

***Budget Apportionment Records (SD 3-2) UPDATED

Please refer to the state schedule for Budget Records (SG 7-67).

 

***Budget Background Records (SD 3-3) UPDATED

Please refer to the state schedule for Budget Records (SG 7-67).

 

***Budget Information Files (SD 3-4) UPDATED

Please refer to the state schedule for Budget Records (SG 7-67).

 

***Budget Working Files (SD 3-5) UPDATED

Please refer to the state schedule for Budget Records (SG 7-67).

 

Monthly Budget Reports (SD 3-6)

This monthly budget report is prepared by the business administrator for the school board in accordance with Utah Code 53A-19-108 (1995). The report includes amounts of all budget appropriations, disbursements from the appropriation, and percentage of disbursement, and reporting date. The report usually becomes part of the School Board Minutes.

Retention

Retain for 1 year after publication of annual report and destroy, if not apart of School Board Minutes.

(Approved 12/1996)

 

Tax Rate Summary Sheets (SD 3-7)

These report forms are submitted to the county auditor reporting on desired tax levies for property taxes. They include proposed tax rate worksheet, tax rate summary, a certified tax rate worksheet, and a budget affidavit.

Retention

Retain for 2 years and then destroy.

(Approved 12/1996)

 

***Uniform School Budget Report (F-16) (SD 3-8) UPDATED

Please refer to the state schedule for Budget Records (SG 7-67).

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Page Last Updated April 10, 2017 .