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FYIMay 8, 2015
Jeff Ammerman, Director of Technical Assistance, [email protected]
Ed Poprik, Director of Physical Plant, State College Area SD, [email protected]
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• 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!
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• 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
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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
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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.
5
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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
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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
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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
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Treasure Trove of Act 1 Resources
• http://www.pasbo.org/act1info
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There’s a doc for that…
Delivering Best Practices and Good Ideas
www.pasboerc.org
at the Electronic Resource Center
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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
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Need A Mentor?
• Send an email with contact info plus your current job description and a resume/bio.
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District Last NameFirst Name Regional Chapter Email Phone
Exeter Township SD Pitts Kenneth
Berks School Facilities Managers [email protected] 610-779-0700
Mechanicsburg Area SD Vandrew Alan
Capital Area School Business Officials [email protected] 717-691-4511
Owen J. Roberts SD Krumrine Jaclin
Delaware Valley School Business Officials [email protected] (610) 469-5113
Radnor Township SD Blackburn Burchard
Delaware Valley School Transportation Managers [email protected] 610-293-1947
Redbank Valley SD Loughner JackKeystone Shortway School Business Officials
[email protected] 814-275-2426
Cocalico SD Lutz DavidLancaster-Lebanon School Transportation Managers [email protected] 717-336-1573
Northwestern Lehigh SD Frisbie Leslie
Lehigh Valley School Business Officials [email protected] 610-298-8661
Mahanoy Area SD Hurst JohnMid-East School Business Officials [email protected]
570-773-3443 x4001
State College Area SD Brown Randy
Mid-State School Business Officials [email protected] 814-231-1021
Penn-Trafford SD Lago BrettMid-West School Business Officials [email protected] 724-744-2121
Abington Heights SD Pesota Joanne
Northeast School Food Service Directors [email protected]
Mercer Area SD Stabile MichaelNorthwest School Business Officials
[email protected] 724-662-4120
Wattsburg Area SD Schultz EricNorthwest School Facilities Managers [email protected] 814-824-4114
BLaST IU #17 Brenchley JohnSusquehanna Valley School Business Officials [email protected] 570-673-6001
Big Beaver Falls Area SD Ceccarelli Gary
West Central School Business Officials [email protected] 724-843-3420
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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
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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.
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• 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
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1) -You get called for all the hazmat cleanups.
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Award of Excellence in School Facilities
• http://www.pasbo.org/awards– Aspiration– Self Assessment– Guide
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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
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Facilities Maintenance and Management
• Electronic Work Order System• Preventative Maintenance
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Capital Improvement and Construction
• Capital Planning• Construction Management
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Grounds Management
• Agronomic Program– Mowing– Fertility– Soil Management– Pest Management
• Playgrounds• Other outdoor assets
– Parking Lots– School Lawns– Artificial Turf
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What does your community see?
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Housekeeping
• Proper staffing levels• Standards and Training• Cleaning products• Equipment
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Staff Management
• Job Descriptions• Evaluations• Policies and Discipline
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Environmental and Safety Issues
• IPM• AHERA• Right to Know• IAQ• Radon• Water• Lead Paint• Mercury• Underground storage tanks• Refrigerants• PCB’s
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Safety Issues
• Safety Committee• Accident Investigation• Safety Inspections• All Hazards School Plan• Facility related School Security issues
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Benchmarking and Data Management
• PASBO Benchmarking Survey– http://www.pasbo.org/store_home.asp
• EnergyStar.gov• Data and Inventory management
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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.
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CPE and CEU Credits are not available for this forum.
Thank you for your participation!