How To Get An Asbo Mba

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1 Meritorious Budget Award And Pathway to the MBA Budget Year The MBA captures the essence of making your budget document a user-friendly, readable document that clearly communicates to your taxpayers and community members. Cindy Reilmann, CPA, Director of Finance, Francis Howell School District, Saint Charles, Missouri asbointl.org/mba Proudly sponsored by

2 Budget Presentation EXCELLENCE The Meritorious Budget Award (MBA) and Pathway to the MBA are designed to develop your budgeting skills, helping you create a clear, reader-friendly budget and encouraging cross-departmental collaboration as you prepare the budget document. Meritorious Budget Award For 20 years, the MBA has recognized school districts for excellence in budget presentation, setting a high standard for transparent budget development. Previous and first-time applicants are welcome to apply by completing all four MBA Criteria Checklist sections. Pathway to the MBA The Pathway to the MBA is an introductory program that allows school districts to ease into full MBA compliance while still recognizing the same quality of budget presentation standards. First- and second-time Pathway applicants are welcome to apply by completing just two of the four MBA Criteria Checklist sections. WHY SHOULD I APPLY? Participating in the MBA or Pathway to the MBA hands you the tools you need to develop an award-winning budget and helps you: Earn Credibility Earning a budget award verifies your adherence to nationally recognized standards. Gain Confidence Passing the professional reviewers assessment strengthens investor confidence and builds trust among your colleagues, school board, and community. Demonstrate Commitment A nationally recognized budget award demonstrates your district s commitment to sound fiscal management practices. Learn Best Practices The professional review team s valuable feedback about your budget helps you improve your budget each time you apply. First time applying? Don t worry. If this is your first time applying and your application does not meet the requirements, we ll waive your application fee for the following year!

3 MBA Application page 1 (U.S. and Canadian applicants) The MBA is for applicants who have previously applied for the MBA and for first-time applicants who would like to complete all four sections of the MBA Criteria Checklist. First-time applicants and second-time Pathway applicants who would like to complete only two sections of the checklist, please use the Pathway to the MBA application. REQUIRED MBA APPLICATION DOCUMENTS Please follow these instructions to successfully submit your MBA application. An incomplete application will delay processing. Your MBA application packet must include: Completed MBA application. Cover letter specifying any MBA criteria that do not apply to your school district. MBA Criteria Checklist (mandatory for all applicants). Reviewer comments from the previous year and your school district s responses (if applicable). Budget document or a link to your budget document. Application materials are also available online. asbointl.org/applymba SCHOOL DISTRICT INFORMATION Full Name of School District (provide name as you would like it to appear on the award plaque and certificate): Mailing Address (the award plaque and year plate will be sent to this address): Street or PO Box: City: State/Province: ZIP/Postal Code: SUBMITTING OFFICIAL (All award correspondence is ed to this person) Mr. Ms. Mrs. Ph.D. Ed.D. CPA SFO RSBA RSBO RSBS Other: Name: Title: ASBO International Member Number: Phone: Expiration Date: ASBO Member s Name (if different from submitting official): GENERAL INFORMATION Has this school district previously applied to the MBA program? Yes No What is the size of the school district's budget (total revenue, all funds)? What is the end of the fiscal year (date) for this budget submission? Month: Year: How many students are enrolled in the school district? What category most accurately describes the school district? Public, K 12 Private, K 12 Charter Technical Community College Other: Please complete both sides of application. >>

4 MBA Application page 2 AWARD ANNOUNCEMENT (optional) Please provide the contact information for the additional person you would like to be notified of the school district s accomplishment (in addition to the submitting official s name already provided): Mr. Ms. Mrs. Ph.D. Ed.D. CPA Other: Name: Title: Organization: Voya Financial, the MBA program sponsor, or your ASBO affiliate may also contact you to offer congratulations. FEES Please remit this amount: ASBO Membership Fee ($219) $ (if applicable) MBA Fee $ MBA Application Fees All payments must be in U.S. dollars Total Revenue, All Funds ASBO Member Non-Member Less than $50 million $660 $1,000 Method of payment Check $200 million - $1 billion More than $1 billion $1,110 $1,160 $1,425 $1,475 Credit Card: Visa MasterCard American Express Discover Name on Card: Signature: Card No.: Exp. Date: SUBMITTING YOUR MBA APPLICATION PACKET DEADLINE Total $ BY (preferred) Include one copy of each of the required application documents attached as a PDF. Include payment information. ( submissions must be paid by credit card.) to MBA@asbointl.org. Within 90 days of your budget s legal approval. Extension requests may be ed to MBA@asbointl.org. Questions? us at MBA@asbointl.org or call x7067. $50 - $200 million $1,060 $1,375 BY MAIL Submit three copies of complete application packets in one of the following formats: PDF (1 PDF document containing each of the application documents saved on 3 CDs or flash drives) Hard copy Include payment information. (Mailed submissions may be paid by check or credit card.) Mail to ASBO International Meritorious Budget Award North Shore Drive Reston, VA Proudly sponsored by

5 Pathway to the MBA Application page 1 (U.S. and Canadian applicants) REQUIRED PATHWAY TO THE MBA APPLICATION DOCUMENTS Please follow these instructions to successfully submit your Pathway to the MBA application. An incomplete application will delay processing. Your Pathway to the MBA application packet must include: Completed Pathway to the MBA application. Cover letter specifying any Pathway to the MBA criteria that do not apply to your school district. Two sections of the MBA Criteria Checklist Application materials are also available online. asbointl.org/applypathway The Pathway to the MBA is for first- and second-time applicants who would like to complete two sections of the MBA Criteria Checklist. If you have previously applied to the MBA or would like to complete all four sections of the checklist, please use the MBA application. Introductory Section (mandatory) Choose one of the following sections not used in the previous year: Organizational Financial Informational Reviewer comments from the previous year and your school district s responses (if applicable). Budget document or a link to your budget document. SCHOOL DISTRICT INFORMATION Full Name of School District (provide name as you would like it to appear on the certificate): Mailing Address (the crystal award will be sent to this address): Street or PO Box: City: State/Province: ZIP/Postal Code: SUBMITTING OFFICIAL (All award correspondence is ed to this person) Mr. Ms. Mrs. Ph.D. Ed.D. CPA SFO RSBA RSBO RSBS Other: Name: Title: ASBO International Member Number: Phone: Expiration Date: ASBO Member s Name (if different from submitting official): GENERAL INFORMATION Has this school district previously applied to the MBA program? Yes No (If Yes, please fill out the MBA application instead.) Has the school district previously applied to the Pathway to the MBA? Yes No What is the size of the school district's budget (total revenue, all funds)? What is the end of the fiscal year (date) for this budget submission? Month: Year: How many students are enrolled in the school district? What category most accurately describes the school district? Public, K 12 Private, K 12 Charter Technical Community College Other: Please complete both sides of application. >>

6 Pathway to the MBA Application page 2 AWARD ANNOUNCEMENT (optional) Please provide the contact information for the additional person you would like to be notified of the school district s accomplishment (in addition to the submitting official s name already provided): Mr. Ms. Mrs. Ph.D. Ed.D. CPA Other: Name: Title: Organization: Voya Financial, the Pathway to the MBA program sponsor, or your ASBO affiliate may also contact you to offer congratulations. FEES Please remit this amount: ASBO Membership Fee ($219) $ (if applicable) Pathway to the MBA Fee $ Method of payment Check Total $ Pathway to the MBA Application Fees All payments must be in U.S. dollars Total Revenue, All Funds ASBO Member Non-Member Less than $50 million $300 $550 $50 - $200 million $400 $650 $200 million - $1 billion $450 $700 More than $1 billion $500 $750 Credit Card: Visa MasterCard American Express Discover Name on Card: Signature: Card No.: Exp. Date: SUBMITTING YOUR PATHWAY TO THE MBA APPLICATION PACKET BY (preferred) Include one copy of each of the required application documents attached as a PDF. Include payment information. ( submissions must be paid by credit card.) to MBA@asbointl.org. BY MAIL Submit three copies of complete application packets in one of the following formats: PDF (1 PDF document containing each of the application documents saved on 3 CDs or flash drives) Hard copy Include payment information. (Mailed submissions may be paid by check or credit card.) DEADLINE Mail to ASBO International Pathway to the MBA North Shore Drive Reston, VA Within 90 days of your budget s legal approval. Extension requests may be ed to MBA@asbointl.org. Questions? us at MBA@asbointl.org or call x7067. Proudly sponsored by

7 Earning Recognition As a recipient of the MBA or Pathway to the MBA, your district receives Professional recognition. Comprehensive comments about your budget. A letter of accomplishment. A prestigious perpetual plaque (MBA only). An elegant crystal award (Pathway to the MBA only). APPLICATION PACKET MATERIALS Meritorious Budget Award MBA application Cover letter, noting any criteria that do not apply to the school district School district s responses to last year s comments, if applicable 4 completed sections of the MBA Criteria Checklist Introductory, Organizational, Financial, and Informational (mandatory) Pathway to the MBA Pathway to the MBA application Cover letter, noting any criteria that do not apply to the school district School district s responses to last year s comments, if applicable 2 completed sections of the MBA Criteria Checklist Introductory (mandatory) Organizational, Financial, or Informational (choose 1*) (*Second-time Pathway applicants must submit a different section from the previous year) MBA CRITERIA CHECKLIST Serving as a foundation for developing a reader-friendly budget, the MBA Criteria Checklist helps you create a budget that presents clear guidelines, encourages short- and long-range goals, and supports the effective use of educational resources. Find the MBA Criteria Checklist online at asbointl.org/mbachecklist. DEADLINE Application packet materials are due within 90 days of your budget s legal approval. To submit an extension request, please MBA@asbointl.org. asbointl.org/mba

8 Which Award Program Is Right for You MBA or Pathway to the MBA? Have you applied to the MBA before? Yes No Have you applied to Pathway to the MBA? Never Twice Once MBA Criteria Checklist Sections to Complete Introductory Organizational Financial Informational How many MBA Criteria Checklist sections is your district prepared to meet? 4 2 MBA Criteria Checklist Sections to Complete Introductory Apply for MBA One of the following sections not previously completed: Organizational Financial Informational Apply for Pathway to the MBA Apply for MBA and Pathway to the MBA online asbointl.org/applymba asbointl.org/applypathway