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Thanks for Joining Us!. Listen to audio over your computer speakers. If you are not able to listen via the Internet, you can dial-in by phone using the numbers shown on your screen. If you disconnect, simply repeat instructions to reconnect to the program. - PowerPoint PPT PresentationTRANSCRIPT
• Listen to audio over your computer speakers. If you are not able to listen via the Internet, you can dial-in by phone using the numbers shown on your screen.
• If you disconnect, simply repeat instructions to reconnect to the program.• If listening to audio by phone, you can adjust the volume by pressing *4.• To submit a question, type in the chat window and click “Enter” to send. • CPE and CEU Credits are NOT available for this forum.
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!
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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 [email protected]• Sign-up is easy
Need A Mentor?
• Send an email with contact info plus your current job description and a resume/bio.• [email protected]
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!