Budget Hearing and Adoption

The Budget Hearing and Adoption Workbook contains a series of Excel spreadsheets that may be used to format your District's Budget Adoption and the required budget publishing. There is also a link to the budget requirements and timeline.

The 60 (Agency) & 70 (Trust Funds) series funds are "fiduciary" funds. Presentation of these funds has been removed from the adoption and notice formats to agree with GASB 34 requirements. This change also brings the school district adoption format more into conformity with statute 65.90 requirements used for other Wisconsin governments which specify that information be presented for governmental and proprietary funds, but does not require it for fiduciary funds. Note that this change pertains only to "65.90" requirements. Information about the 60 and 70 fund series will continue to be provided to the DPI on the Budget and Annual reports.

Blank Budget Hearing and Adoption Workbook Excel document

Budget Hearing and Adoption Requirements

Budget Hearing and Adoption Timelines

New Pre-Populated Budget Hearing and Adoption Workbook for 2009-10

The following Budget Hearing and Adoption Workbook has been pre-populated with the 2007-08 Audited Annual Report data on file at DPI as of May 4, 2009. Data is considered final.

Use the pulldown menu on the “Budget Adoption Format” tab to pre-populate both the “Budget Adoption Format” and “Initial Data” tabs with 2007-08 data for the selected district. Then, enter 2008-09 and 2009-10 data into BOTH the "Budget Adoption Format" and “Initial Data” tabs.

Please contact a school finance consultant should you have any questions.

Pre-Populated Budget Hearing and Adoption Workbook for 2009-10

Spending Authority Between July 1st and Final Adoption of a Budget

Per State Statute 120.13(33) During the period between July 1st and the final adoption of a budget by the school board after the budget hearing under s.65.90, spend money as needed to meet the immediate expenses of operating and maintaining the public instruction in the school district.

Additional longitudinal data at:

District Budget Development and Planning http://dpi.wi.gov/sfs/buddev.html

For questions about this information, contact dpifin@dpi.wi.gov (608) 267-9114

Last updated on 5/4/2009 1:15:34 PM