Training for Administrators & Staff

December 2: A Primary Tool of Leadership....Being "Street Smart" with Budgets, Training Video (35:04)

Archive - Training for Administrators & Staff

30- Purchasing #1:

• • Purchasing - Segregation of Duties

  • Purchasing Policy & Procedures Apply to All District & School Purchases

  • District Purchasing Flowchart - Overview of Purchasing Process

  • Teamwork & Advanced Planning

7- Purchasing #2:

• • Planning to Buy (Procurement Specifications)

  • Vendor/Contractor Selection - Responsive & Responsible

  • Vendor/Contractor Selection - Local & State

  • Purchasing Limits & Requirements

  • Utah Sales Tax

14- Purchasing #3

• • Purchasing Documentation Requirements

• Accounts Payable - Payment Requests and Authorizations

  • Artificially Dividing Purchases - Prohibited by Law

  • Authority to Sign Contracts

  • Purchasing Credit Cards

  • Change Orders

21- No Training, Harvest Vacation

28- Purchasing #4

• • Sole Source Purchases

  • Employee Travel Reimbursements

  • Teacher Materials & Supplies Cards

  • W-9 & IRS Reporting

  • Purchasing Training, Forms, & Resources

• Using the State Contract Website

NOVEMBER:

4- School Activity Accounting & Procedures

• • Resources & Checklist for Coaches

  • School Fees

  • Program Balanced Budget Requirements

  • Other

11- School Activity Accounting & Procedures

18- School Activity Accounting & Procedures

25- Facilities & Custodial Procedures

• • Building Use Agreement Packets & Information

  • School Substitute Custodian Allocations

  • Ordering Custodial Supplies

• Custodial Protocols, Cleaning Checklists, & Resources

  • Thanksgiving & Christmas Building Shutdown Procedures

DECEMBER:

2- Transportation Policies & Procedures

• • Bus Rules

  • Disclosure for Parents - Transportation To & From School

  • Bus: Student Disciplinary Action Procedures

  • Review of bus routes and maps

  • Disclosure for Activity Trips - Staff & Bus Driver Roles & Responsibilities

  • Guidelines for Activities & Field Trips

  • Student Release to Parents - Activities & Field Trips

9- Transportation Policies & Procedures (continued)

• • Activity Trips - Bus Scheduling Procedures - 30-Day Advanced Scheduling Rule

  • District Activity Trip Scheduling System - Bus Request Site

  • Is Using a Suburban Appropriate for Your Small Group Travel? Decision Tree

  • Use of Staff Private Vehicles to Transport Students - Prohibited

  • 150+ Mile Travel Request Form

16- Transportation Policies & Procedures (continued)

• • 2013-14 Bus Driver Staffing Plan

  • Rental of School Buses

  • District Vehicle Accident Procedures

  • District Vehicle - Driver Checklist

  • Employees - Requirements to Drive District Vehicles

JANUARY:

6-

• • School Food Services - Cash Receipts & Deposits

  • District Wellness Policy

  • Vending Machine Policy

13- Financial Records Retention

20- No Training, MLK Day

27- Budget Policies, Timeline, & Procedures

FEBRUARY:

3- Budget Policies, Timeline, & Procedures

10- Budget: Making personnel cost calculations and projections - the math

17- No Training, President's Day

24- Budget Reports--A Management Tool

MARCH:

3- School Trustlands Laws, Policies, & Procedures

10- School Trustlands Laws, Policies, & Procedures (continued)

17- Preparing for the Year-End Closeout

24- A Review of School Fees and Fee Waiver Laws

31- Federal Program Compliance Requirements OMB A-87 and OMB A-133

APRIL:

7- District-Wide Capital Asset Inventory Procedures

14- Legislative Review: Review the expected fallout from the legislature

21- No Training, Spring Vacation

28- Legislative Review: Review the expected fallout from the legislature

MAY:

5- Year-End Close Review & Checklist

12-

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