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Thanks for Joining Us!

Welcome to the Fourth Installment of FYI

• Our Intent and Purpose– Strategic Plan Outreach and Mentorship Effort

for New and Newer PASBO Members in all aspects of School Business Management

– Use PASBO Experts to Help New Entrants– Continuing Series

• June 13 at 9:00 a.m.

• Who Are You?—Let’s Find Out2

Today’s Agenda

1. What's Due– Calendar of State and Federal Reports

2. From the Experts

3. PASBO Tools You Can Use– Resources to Help You

4. Your Questions Answered– An Open Forum for Your Questions About Topics Covered and

Uncovered!

3

Before We Start• The due dates on the calendar

are intended as a guide not as absolute deadline dates.

• The calendar is a work in progress and will be modified throughout the year.

• This is not an “official” calendar although it has been reviewed by PDE.

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Sources of Filing and Reporting Info

• PIMS Data Collection Calendar http://www.portal.state.pa.us/portal/server.pt/community/pims-

pennsylvania_information_management_system/8959

• Comptroller Forms http://www.portal.state.pa.us/portal/server.pt/community/forms

_and_procedures/13472

• Food Service Calendar http://www.portal.state.pa.us/portal/server.pt/community/natio

nal_school_lunch/7487/activity_calendar/964588

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1-May PDE-2054 AnnualGeneral fund annual budget (intermediate units) Finance PDE

1-May New Hire Report Monthly Report of New Hires HRDept. of Labor & Industry

1-MayNSL Report on PEARS Monthly

Reimbursement for Lunches Served each Month

Food Service CN PEARS

1-MayFinancial Interest Statements Annual

Board Members, Tax Collectors, Administrators

Board Secretary

PA Ethics Commission

10-May

Upload NPAS Reports and Send On-line Monthly

Report of Wages & Retirement Contributions Finance PSERS/NPAS

31-May

Certification of Use of PDE-2028 Annual

Certification of Use of PDE-2028 must be signed/submitted even if preliminary budget adopted Finance PDE

31-May CLGS-501 Annual

Certified copy of new LTEA tax enactments, repeals, changes, or new tax collector Finance DCED

Reporting Compliance Review

1-Jun New Hire Report Monthly Report of New Hires HRDept. of Labor & Industry

1-JunNSL Report on PEARS Monthly

Reimbursement for Lunches Served each Month

Food Service CN PEARS

7-Jun

Resolution declining slot money Annual

Copy of resolution declining slot money Finance PDE

10-Jun

Upload NPAS Reports and Send On-line Monthly

Report of Wages & Retirement Contributions Finance PSERS/NPAS

10-Jun 2030 Quarterly Reconciliation of cash on hand Finance Comptroller

10-Jun

Annual Budget Annual

Make PDE-2028 available for public inspection

20-Jun Annual Budget Annual

Deadline to publish intent to adopt final budget notice Finance

21-Jun Quarterly PSERS Q1 Employer Payment PSERS

30-Jun 018h AnnualHealth Inspection Report--Nutrition Program Sponsors

Food Service PEARS

30-Jun PDE-2028 AnnualGeneral fund annual budget and Homestead Resolution Adoption Finance PDE

30-JunEOY CATS Reporting Annual Prepare and submit CATS reports PDE

30-JunDept. of Labor & Industry UC-2 Quarterly

Report of Unemployment Comp. Wages Finance

Dept. of Labor & Industry

30-JunEarned Income Tax Quarterly

Report of Local Wage Tax Withholdings Finance

Local EIT Collector

30-Jun IRS- 941 Quarterly FICA & Federal Income Tax Finance IRS

30-JunPA Department of Revenue Quarterly Report of State Tax Withholdings Finance

30-Jun PDE-339 (Act 29) QuarterlySocial Security & Medicare Contributions Finance

30-Jun PSERS - Employer Quarterly Deposit of Employer Retirement Due Finance PSERS

30-JunAll Federal Grant reporting Quarterly

Submit all grant reporting for Federal programs. FAI

Reporting Compliance Review

Today’s Expert, Jon Boyer

• Business Administrator/Board Secretary York County School of Technology (4 years)

• Previously Business Manager York City School District (3 years)

• Overall 12 Years in School Business• BS Accounting, Monmouth University• Regional Chapter President

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Chapter 339 of PA School Code

Outlines • Standards• Curriculum• Guidance• Personnel• Facilities• Evaluations

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School Names

Generally, old names were Vo-TechNew names vary:Career and Technology Center (CTC), Technology Centers, Technical Schools, Institutes, Area Vocational Technical School (AVTS), etc.

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Types of CTE Schools

Full Time – • Students attend CTE school all day• Some schools are full time with technical classes

only• Some schools are full time with technical and

academic classes (called comprehensive)Part Time –• Students attend home district part of day, CTE

school part of day – Typically only Technical classes at CTE school

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All students in PA have a right to attend, unless

restricted by school enrollment.

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Joint Operating Committee (JOC)

• Equivalent to School Board• One representative from each member

school district• Responsible for day to day operations

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Monthly Public Board Meetings

• Hire/Fire• Approve Contracts• Expulsions, etc.

JOC can only recommend budget for approval of member districts. Member districts must approve budget.

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CTE Authority Boards

• CTE schools are not legally permitted to be owned by the school itself because it is owned by multiple school districts

• Buildings are owned by the school’s Authority.

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Authority is Own Legal Entity

• Annual Audit, Legal Filings, etc.• Authority board can be same or different

than JOC• Construction bonds are approved by

member districts, not Authority

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Leadership

• Superintendent of Record – Superintendent of CTE member district that is ultimately responsible for school

• CTE Administrative Director – Person at school responsible for day-to-day operations

• Professional Advisory Committee – Advisory Board comprised of the Superintendent of each member school district. Role is to make recommendations about the schools’ operations.

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Articles of Agreement

Document entered into and approved by member districts outlining school’s operation

JOC PoliciesSimilar to school district board policies

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CTC vs. Traditional School District Business Manager Perspective

• No Tax Base• Adult Education• Politics of one board member representing each

district• Understanding needs of member districts

• Stay involved, especially with issues only relevant to traditional districts. The more you know, the better you can provide necessary information to them.

A “must attend” for all people new to a position in school business.

School Operations AcademyJuly 24-25, 2014Penn State Conference CenterState College, PA

Tracks in Business, Facilities, Food Service and Transportation will help you to: - learn proven techniques from experienced practitioners - gain ideas to create efficiencies and reduce costs- exchange challenges and solutions with your peers- build a network of contacts across the state

Build a Solid Foundation with PASBO Renewable and Green Energy Sources

May 14, Webcast

For a complete course listing, visit http://www.pasbo.org/workshops

Identifying Fraud in School PurchasingMay 21, Webcast

Salary Schedule Basics: Review Analysis and Preparation

May 13, Harrisburg/May 15 Mars (F2F)

Treasure Trove of Act 1 Resources

• http://www.pasbo.org/act1info

There’s a doc for that…

Delivering Best Practices and Good Ideas

www.pasboerc.org

at the Electronic Resource Center

The Budget Blog• Invitation only site related to the State Budget• If you have not yet signed up, please send an

email to jammerman@pasbo.org• Sign-up is easy

Need A Mentor?

• Send an email with contact info plus your current job description and a resume/bio.• jammerman@pasbo.org

Time for Questions!

Send text questions using the “Chat” function at the left side of your screen.

Type message in box and click “Enter” to send.

CPE and CEU Credits are not available for this forum.

Thank you for your participation!