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Home > Data Center > Reporting Forms > School Finance > Annual Budget Reporting

 

ANNUAL BUDGET REPORTING

FOR FISCAL YEAR JULY 1, 2017 - JUNE 30, 2018

Reporting Requirements:

  1. Upload the following files to MEDMS Financial by August 25, 2017:

    1. Budget Revenue
    2. Budget Expenditure
  2. Before submitting, check that all files:
    1. Contain data for all funds
    2. Contain revenue and expenditure transactions for all funds
    3. Are created for the full year budget under Quarter 1
  3. After submitting:
    1. Sign into Maine Education Financial System and check file status:
      • If there are errors, resolve and resubmit
      • If the file is in approved status, complete the file submission by electronic certification
        • note: Only file submissions in migrated status are considered received by MDOE.
    1. Transmit, via email or snail mail, budget warrant, budget meeting minutes, and referendum (if required) vote declaration to MDOE
    2. SADs, RSUs, and CSDs also need to transmit a completed EFM-46 spreadsheet

Additional Requirements for RSUs, SADs, and CSDs - EF-M-46 Form

* EF-M-46 Form is now an electronic form filled out in NEO Financials.

Additional Requirements for CTE Regions - EF-M-46V Form

* EF-M-46V Form is now an electronic form filled out in NEO Financials.


The following documents and spreadsheets have been created to assist school administrative units in their local budget process:

Additional Resources:

MEDMS Financial User Guide:

Updated 04/05/2017 SC