It is recommended that each school district superintendent keep the following items in a folder for each budget year:      [This list shows major headings and contents of each area]

Elementary Budget:

            Approved District Elementary Budget--OPI form

Elementary TFS:

            Approved District Elementary Trustees’ Financial Summary Report--OPI  form

Elementary Misc. Info:

            Preliminary Budget Data Sheet – OPI

County Treasurers Statement to the County Superintendent of Schools

            (District Data Elementary Information)

Disposition of Fund Balances Report to County Superintendent Elementary

            (Reserved and Unreserved Fund Balances)

Fall and Spring Enrollment Reports--OPI Document

Document to verify results of the General Fund Proposition Election

            (20-9-502, MCA)

Election Results Authorized under law for levying purposes (if any):

            SB184 election results

            Elementary Building Reserve Authorization Report  (20-9-502,MCA)

            Bond Election results

            Other:              Hutterite School(s) Annual School Operation Agreement

High School Budget:

            Approved District High School Budget--OPI form

High School TFS:

            Approved District High School Trustee’s Financial Summary Report--OPI form

High School Misc. Info:

             Preliminary Budget Data Sheet--OPI

County Treasurers Statement to the County Superintendent of Schools

            (District Data Elementary Information)

Disposition of Fund Balances Report to County Superintendent Elementary

            (Reserved and Unreserved Fund Balances)

            Fall and Spring Enrollment Reports--OPI Document

Document to verify results of the General Fund Proposition Election

            (20-9-502, MCA)

Election Results Authorized under law for levying purposes (if any):

            SB184 election results

            High School Building Reserve Authorization Report  (20-9-502,MCA)

            Bond Election results

Salaries:

            District Salary Report to County Superintendent of Schools  (due with budget per 20-9-                           132, MCA)

Transportation:

            District Transportation Annual "On-Schedule" Amounts

            County Transportation Committee Approval of Routes  (20-9-132,MCA)

            Bus Depreciation Annual Schedule Report -- See budget report for list, and update bus                             depreciation annually

Individual Transportation Contracts (TR-4 forms) -- or, attach list here and file forms                                elsewhere

Bus Route Forms (TR-1 forms) -- or, attach list here and file forms elsewhere

            Bus Route Maps

            Transportation Service Agreements (for cross-district routes)

            Out-of-District Attendance Agreements affecting route

            Bus Driver Certificate for the route

            School Bus Inspection forms (1st and 2nd semester)

OPI Payment Advices (1st and 2nd semesters)

General Information:

            Organization of Bd of School Trustees Report to County Superintendent (MCA 20-3-                              321) -- Chairman, trustees' names, phone, addresses and terms

            Official School Calendar

Official Notice of Final Budget meetings

Notices of elections, if any

Out-of-District Attendance Agreement forms

Contacts/Payments to other School Districts

            Additionally, County Supt might file:

                        County School Enrollment Report -- prepared by Co Supt from Fall Report

Levy Information:

            County Taxable Valuation Report (Department of Revenue)

            Additionally, County Supt might file: 

                        Official Levy Sheet  (FP-9 or similar form prepared by County Superintendent)