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Uploaded byJim Hirsch
Financial Services Presentation 073010
The document summarizes information from an office managers' inservice meeting about financial procedures and expectations. It provides tips for audits, explains the differences between sunshine funds and campus activity funds, and reminds office managers about procedures like depositing checks in a timely manner and using correct account codes. It also announces future training sessions and updates on coordinated nutrition reviews and the PASAR after-school program registration process.
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Financial Services Presentation 073010
- 1. OFFICE MANAGERS’ INSERVICEJULY 2010 FINANCIAL FOCUS FOLLOW THE TRAIL …
- 2. 2009-2010 CampusBudget Results 34% 30% 12% 12% 4% $500 to $1,999 $2,000 to $4,999 $5,000 to $9,999 $10,000 to $14,999 $15,000 to $22,000 7% -$200 to $499
- 3. WHAT TO EXPECT DURING AN AUDIT Notification Meeting Audit conducted from one day to a week Audit results reviewed with principal & OM Report sent to: Principal Area Assistant Superintendent Deputy Superintendent
- 4. AUDIT TIPS Fund-RaisersPetty Cash (Cash Box) Cash Controls Deposits General
- 5. Staff meals not to exceed $25/person Gift card purchases - document specifics - No gift cards for staff Student Awards / Incentives Flowers Expenditure Guideline Update
- 6. SUNSHINE FUNDS vsCAMPUS ACTIVITY Deposit options for Sunshine Funds Administrator Handbook explanation of: Sunshine Funds Campus Activity Funds
- 7. WHAT’S NEW FOR2011 Petty Cash – Cash Box Deposit log Safe guidelines Elementary campus – Ricoh copiers
- 8. REMINDERS ECR Year change Corrections Clean template Review & submit Description Multiple deposits Indicate in e-mail which tabs to look at Depositing Checks Timely Student ID # Student Org # Refunds
- 9. Payment Transferform Furniture purchases Bus for Convocation Copy Center- PCN changes Food Meal Account Textbooks REMINDERS
- 10. PO NOTICE Approvalqueue Communication Problem: contact Veronica C. ext. 28203
- 11. VENDOR UPDATES OfficeDepot & School Specialty Neither vendor has uploaded their new catalogs into CIMS Contact Veronica to add items
- 12. FUTURE TRAINING MoneyMatters Date: Sept. 9, 2010 Time: Elem 8:30-10:00 Secondary 1:30-3:00 Location: Admin. Rm 309 The Easy Way or the Correct Way… Choosing the Right Path Date: Oct. 1, 2010 Time: Elem 8:30-10:00 Secondary 1:30-3:00 Location: Admin. Rm 311
- 13. COORDINATED REVIEW EFFORT(CRE) Purpose – Ensure compliance with National School Lunch, School Breakfast & Summer School Programs Audit – Scheduled to occur this school year - Schools may not allow access to FMNV at any time or anywhere on school premises until after the end of the last scheduled class
- 14. COORDINATED REVIEW EFFORT(CRE) Exceptions (School Events) - Students may be given FMNV, candy items or other restricted food during school day for up to 3 different events each school year to be determined by campus. Exempted Events – Must be approved in writing by school official. For more information , visit: www.squaremeals.org
- 15. PASAR UPDATE PASARRegistration is NOW online All information is on PISD Parent Portal Registration and finance questions please contact PASAR finance office: 469-752-8915 or [email_address]