fyi may 8, 2015 jeff ammerman, director of technical assistance,...
TRANSCRIPT
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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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 [email protected]• Sign-up is easy
Need A Mentor?
• Send an email with contact info plus your current job description and a resume/bio.
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
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!
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Type message in box and click “Enter” to send.
CPE and CEU Credits are not available for this forum.
Thank you for your participation!