Business Services Resources

Accounts Payable

• Forms:
  • In Lieu of Mileage
• Procedures
  • Qmlativ Accounts Payable Processing
  • Refunds In Intouch

Accounts Receivable

• Forms:
  • Ticket Sale Reconciliation
  • Petty Cash Reconciliation
• Procedures:
  • Deposit Instructions
  • INtouch End of Period

Archiving

• Forms:
  • Archive Manifest
  • Box Label
  • Box Log
  • Destruction Authorization
• Procedures:
  • Archive Procedure
  • Archive Quick Reference
  • State Agencies Records
  • Retention Schedules

ASB

Forms:

• ASB Constitution and By Laws
• Charitable Fundraising Activity Form
• Fundraising Activity Projection Form
• Fundraiser Checklist
• Establishing a Club
• Request for Purchase
• Advisor Agreement - Club
• GF Fundraiser Approval Form

Procedures:

• New: Establishing a Club
• ASB Club Creation and Approval
• ASB Transfer
• HB 1660 ASB Fee Waiver SOP
• Budget Forecast Instructions

Asset Tagging

• Forms:
  • New Asset Form
  • Missing Asset Form
• Procedures:
  • Capital/Small & Attractive Asset Inventory

Budget

• Forms:
  • Contingency Funds
• Procedures:
  • Journal Entry
  • Budget Transfer

Boosters-PTA

• Forms:
  • Booster Annual Financial Report
  • Booster Budget Worksheet
  • Booster Fundraising Request Form 
  • Booster Agreement
  • Booster Club Application 
  • Booster Group Fundraising Budget Form
• Procedures:
  • Guidelines for Booster Clubs & Parent Organizations
  • District and Booster Partnerships

Facility Use

Forms:

• Facility Use Application
• Sample Insurance Cert
• Theater, Stadium and Pool Rental

Procedures:

• Facility Use Rates
• Facility Use Guidelines
• Stadium Rules
• Metal Detecting on School Property
• Before and After Childcare Community Use Cleaning Guidelines

Field Trips

Forms:

• Field Trip Planning Form
• Student Field Trip Permission Form
• Student Field Trip Permission Form - SPANISH
• Driver Verification Form
• Driver Verification Form - SPANISH
• Transportation Release
• Transportation Release - SPANISH

Procedures:

• District Field Trip Checklist

Grants & Donations

Forms:

• Donation Agreement

Procedures:

• Grant SOP

Payroll

Forms:

• Charitable Giving Form
• NEW! W-4 Form Instructions

Resources and Procedures:

• NEW! Viewing your W-2
• NEW! W-4 Form in Employee Access
• NEW! Sick Leave Buy Back Request Form
• Employee Access in Qmlativ
• Payroll Directory
• Coaches Payroll Info
• Employee Info
• Direct Deposit
• Check History
• Retirement Handbook 
• Regular Time Sheet Cutoff 
• Sub Time Sheet Cutoff 
• Tax Withholding Estimator

PCards

Forms:

• Affidavit of Lost Receipt
• P-Card Activity Log
• P-Card Application
• P-Card Agreement

Procedures:

• PCard Guidebook - Qmaltiv
• Credit Card Reconciliation
• How to increase your PCard Credit Limit

Public Records

Forms

• Request for Public Record
• Public Records Request Index

Purchasing

Forms:

• Change Order Form
• Professional Services Contract Form 5050
• 5050 Amendment
• Business Agreement

Procedures:

• E-commerce
• Request a Vendor

Risk Management

Forms:

• Private Car Trip
• Incident Report
• Employee Incident Report
• Claim for Damages
• WSRMP Accident Report
• Tort Claim Form

Procedures:

• Hurt on the Job Card
• Reporting Workplace Injuries
• Reporting Incidents/Accidents
• Use of Therapy Animals In Schools
• Guidelines for Animals in the Classroom
• Inflatable Guidelines
• Guidelines for Reporting Incidents or Workplace Injuries

Travel

Forms:

• Mileage Matrix
• Mileage Reimbursement
• Travel Form
• Travel with Student Form
• Meals Checklist
• Board Request

Procedures:

• Travel Expense - Reimbursement
• Expense Reimbursements
• Mileage in Toolbox Tipsheet
• Overnight Travel Tips