Fiscal

Welcome to the Fiscal Course! 

Through this course, participants will become familiar with fiscal topics related to their role as a SASA.  These fiscal roles and tasks include:  

• • • Primary Administrative Support

    • Apprises Principal of funding lapse dates/balances regularly

    • Office Management

    • Ensures deposits, purchase orders, and payments are made on a timely basis

    • Oversees the ordering of office supplies, forms, and equipment

    • Recordkeeping and Reports

    • Assists administration in the preparation of the school budget by providing data and other information

      • • • • • Maintains controls of appropriated and non-appropriated funds, avoiding deficit spending and lapsing funds

              • Ensures reports are prepared on a timely basis and meet deadlines (budget, payroll, personnel, and facilities)

              •  Responsible for ensuring that school inventory is accurate and current

In smaller schools, the SASA may be responsible for all fiscal processes; in larger schools, there may be an account clerk or an office assistant whose jobs include fiscal processes.

To take this course, it is recommended participants have completed all activities in Role of the SASA and Purchasing and Contracts.  

IMPORTANT:  Due to the change from legacy FMS to Aukahi FMS (AFMS) in July 2021 and the modernization of other fiscal systems please note the following:

• Some of the original modules or portions of the modules related to the old system are obsolete. These modules now link to new/current guidance, and/or indicate outdated portions.

• The remaining policy-based modules or portions of the module are still relevant, but may refer to the old system's terminology. A crosswalk/glossary of FMS to AFMS  terminology changes is available here.

• Most "FMS" forms have been changed to "AFMS" forms. All new/current AFMS guidance, forms, charts, and other resources are available on the new AFMS website at afms.k12.hi.us.

• The quiz in PDE3 and folder labels may no longer align.

Over the next few weeks (April – May 2022), makeshift updates will be performed on several outdated courses as a first step, with the development of more cohesive placeholder guidance as the second step, and a re-visioned next generation of SASA Resources as the third step.