fyi may 8, 2015 jeff ammerman, director of technical assistance,...

FYIMay 8, 2015

Jeff Ammerman, Director of Technical Assistance, jammerman@pasbo.org

Ed Poprik, Director of Physical Plant, State College Area SD, egp11@scasd.org

• 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!

• 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 12 at 9:00 a.m.

• Who Are You?—Let’s Find Out3

Today’s Agenda

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

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

3. From the Experts: Ed Poprik

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

Uncovered!4

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 MonthlyReport 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

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

District Last NameFirst Name Regional Chapter Email Phone

Exeter Township SD Pitts Kenneth

Berks School Facilities Managers kapitts@exeter.k12.pa.us 610-779-0700

Mechanicsburg Area SD Vandrew Alan

Capital Area School Business Officials avandrew@mbgsd.org 717-691-4511

Owen J. Roberts SD Krumrine Jaclin

Delaware Valley School Business Officials jkrumrine@ojrsd.com (610) 469-5113

Radnor Township SD Blackburn Burchard

Delaware Valley School Transportation Managers burt.blackburn@rtsd.org 610-293-1947

Redbank Valley SD Loughner JackKeystone Shortway School Business Officials

jloughner@redbankvalley.net 814-275-2426

Cocalico SD Lutz DavidLancaster-Lebanon School Transportation Managers david_lutz@cocalico.org 717-336-1573

Northwestern Lehigh SD Frisbie Leslie

Lehigh Valley School Business Officials frisbiel@nwlehighsd.org 610-298-8661

Mahanoy Area SD Hurst JohnMid-East School Business Officials jhurst@mabears.net

570-773-3443 x4001

State College Area SD Brown Randy

Mid-State School Business Officials rlb21@scasd.org 814-231-1021

Penn-Trafford SD Lago BrettMid-West School Business Officials lagob@penntrafford.org 724-744-2121

Abington Heights SD Pesota Joanne

Northeast School Food Service Directors pesotaj@ahsd.org

Mercer Area SD Stabile MichaelNorthwest School Business Officials

mstabile@mercer.k12.pa.us 724-662-4120

Wattsburg Area SD Schultz EricNorthwest School Facilities Managers eric.schultz@wattsburg.org 814-824-4114

BLaST IU #17 Brenchley JohnSusquehanna Valley School Business Officials jbrenchley@iu17.org 570-673-6001

Big Beaver Falls Area SD Ceccarelli Gary

West Central School Business Officials ceccarellig@tigerweb.org 724-843-3420

Today’s Expert, Ed Poprik, PRSBO

• Director of Physical Plant, State College Area School District

• PASBO Vice President Elect• Chair of PASBO Facilities

Committee• 24 Years in School Facilities• BS from Penn State University

Top ten reasons it is great to be a Facilities Manager

• 10) -You always get the parking space closest to the door . . . because your always the first one in to work!

• 9) -You get to answer questions like: “So do you have the summer off?”

• 8) -You get to wear a hardhat.• 7) -You get to use cool acronyms like ACBM, ATC,

IPM, and BAS• 6) -You have the ultimate power . . . because you

control the heat.• 5) -You get called when there is a mouse in the

trap.

• 4) -You get to carry the Grand Master Key.• 3) -You can take your kid back to her

locker at 9:00 PM when she forgets her homework . . . because you have the Grand Master Key!

• 2) -After your spouse complains about the way you clean, you can say indigently, "I am responsible for keeping thousands of square feet of schools clean . . . don't tell me about cleaning.”

Top ten reasons it is great to be a Facilities Manager

1) -You get called for all the hazmat cleanups.

Award of Excellence in School Facilities

• http://www.pasbo.org/awards– Aspiration– Self Assessment– Guide

7 core competencies

• 1) Facilities Maintenance and Management• 2) Capital Improvement and Construction• 3) Grounds Management• 4) Housekeeping• 5) Staff Management• 6) Environmental and Safety Issues• 7) Benchmarking and Data Management

Facilities Maintenance and Management

• Electronic Work Order System• Preventative Maintenance

Capital Improvement and Construction

• Capital Planning• Construction Management

Grounds Management

• Agronomic Program– Mowing– Fertility– Soil Management– Pest Management

• Playgrounds• Other outdoor assets

– Parking Lots– School Lawns– Artificial Turf

What does your community see?

Housekeeping

• Proper staffing levels• Standards and Training• Cleaning products• Equipment

Staff Management

• Job Descriptions• Evaluations• Policies and Discipline

Environmental and Safety Issues

• IPM• AHERA• Right to Know• IAQ• Radon• Water• Lead Paint• Mercury• Underground storage tanks• Refrigerants• PCB’s

Safety Issues

• Safety Committee• Accident Investigation• Safety Inspections• All Hazards School Plan• Facility related School Security issues

Benchmarking and Data Management

• PASBO Benchmarking Survey– http://www.pasbo.org/store_home.asp

• EnergyStar.gov• Data and Inventory management

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!