FYI May 8 2015 Jeff Ammerman Director of

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FYI May 8, 2015 Jeff Ammerman, Director of Technical Assistance, jammerman@pasbo. org Ed Poprik,

FYI May 8, 2015 Jeff Ammerman, Director of Technical Assistance, jammerman@pasbo. org Ed Poprik, Director of Physical Plant, State College Area SD, egp 11@scasd. org

Thanks for Joining Us! • Listen to audio over your computer speakers. If you

Thanks for Joining Us! • 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.

 • Our Intent and Purpose – Strategic Plan Outreach and Mentorship Effort for

• 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 Out 3

Today’s Agenda 1. 2. 3. 4. 4 What's Due – Calendar of State and

Today’s Agenda 1. 2. 3. 4. 4 What's Due – Calendar of State and Federal Reports PASBO Tools You Can Use – Resources to Help You From the Experts: Ed Poprik Your Questions Answered – An Open Forum for Your Questions About Topics Covered and Uncovered!

Before We Start • The due dates on the calendar are intended as a

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

Sources of Filing and Reporting Info • PIMS Data Collection Calendar q http: //www.

Sources of Filing and Reporting Info • PIMS Data Collection Calendar q http: //www. portal. state. pa. us/portal/server. pt/community/pimspennsylvania_information_management_system/8959 • Comptroller Forms q http: //www. portal. state. pa. us/portal/server. pt/community/form s_and_procedures/13472 • Food Service Calendar q http: //www. portal. state. pa. us/portal/server. pt/community/natio nal_school_lunch/7487/activity_calendar/964588 6

Reporting Compliance Review 1 -May PDE-2054 General fund annual budget Annual (intermediate units) Finance

Reporting Compliance Review 1 -May PDE-2054 General fund annual budget Annual (intermediate units) Finance PDE 1 -May New Hire Report Monthly Report of New Hires HR Dept. of Labor & Industry NSL Report on 1 -May PEARS Food Service CN PEARS Reimbursement for Lunches Served Monthly each Month Financial Interest Board Members, Tax Collectors, 1 -May Statements Annual Administrators Board PA Ethics Secretary Commission Upload NPAS 10 - Reports and Send Report of Wages & Retirement May On-line Monthly Contributions Finance PSERS/NPAS 31 - Certification of May Use of PDE-2028 Certification of Use of PDE-2028 must be signed/submitted even if preliminary Annual budget adopted Finance PDE 31 May CLGS-501 Certified copy of new LTEA tax enactments, repeals, changes, or new Annual tax collector Finance DCED

1 -Jun New Hire Report Monthly Report of New Hires HR Dept. of Labor

1 -Jun New Hire Report Monthly Report of New Hires HR Dept. of Labor & Industry NSL Report on 1 -Jun PEARS Reimbursement for Lunches Served Food Monthly each Month Service Resolution declining slot 7 -Jun money Copy of resolution declining slot Annual money Finance PDE Upload NPAS Reports and 10 -Jun Send On-line Report of Wages & Retirement Monthly Contributions Finance PSERS/NPAS 10 -Jun 2030 Quarterly Reconciliation of cash on hand Finance Comptroller CN PEARS Make PDE-2028 available for public 10 -Jun Annual Budget Annual inspection 20 -Jun Annual Budget 21 -Jun Deadline to publish intent to adopt Annual final budget notice Finance Quarterly PSERS Q 1 Employer Payment PSERS

Reporting Compliance Review 30 -Jun 018 h Annual 30 -Jun PDE-2028 Annual Health Inspection

Reporting Compliance Review 30 -Jun 018 h Annual 30 -Jun PDE-2028 Annual Health Inspection Report--Nutrition Food Program Sponsors Service General fund annual budget and Homestead Resolution Adoption Finance EOY CATS 30 -Jun Reporting Annual Prepare and submit CATS reports PEARS PDE Finance Dept. of Labor & Industry Dept. of Labor & 30 -Jun Industry UC-2 Report of Unemployment Comp. Quarterly Wages Earned Income 30 -Jun Tax Report of Local Wage Tax Quarterly Withholdings Finance Local EIT Collector 30 -Jun IRS- 941 Quarterly FICA & Federal Income Tax Finance IRS Finance PA Department of 30 -Jun Revenue Quarterly Report of State Tax Withholdings Social Security & Medicare 30 -Jun PDE-339 (Act 29) Quarterly Contributions 30 -Jun PSERS - Employer Quarterly Deposit of Employer Retirement Due Finance PSERS All Federal Grant 30 -Jun reporting Submit all grant reporting for Federal Quarterly programs. FAI

Treasure Trove of Act 1 Resources • http: //www. pasbo. org/act 1 info

Treasure Trove of Act 1 Resources • http: //www. pasbo. org/act 1 info

There’s a doc for that… at the Electronic Resource Center www. pasboerc. org Delivering

There’s a doc for that… at the Electronic Resource Center www. pasboerc. org Delivering Best Practices and Good Ideas

The Budget Blog • Invitation only site related to the State Budget • If

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

Need A Mentor? • Send an email with contact info plus your current job description and a resume/bio. • jammerman@pasbo. org

District Last Name Exeter Township SD Pitts Mechanicsburg Area SD Vandrew Owen J. Roberts

District Last Name Exeter Township SD Pitts Mechanicsburg Area SD Vandrew Owen J. Roberts SDKrumrine Radnor Township SD Blackburn Redbank Valley SD Loughner Cocalico SD Northwestern Lehigh SD Lutz Frisbie Mahanoy Area SD Hurst State College Area SD Brown Penn-Trafford SD Lago Abington Heights SD Pesota Mercer Area SD Stabile Wattsburg Area SD Schultz BLa. ST IU #17 Big Beaver Falls Area SD Brenchley Ceccarelli First Name Regional Chapter Email Phone Berks School Facilities Kenneth Managers kapitts@exeter. k 12. pa. us 610 -779 -0700 Capital Area School Alan Business Officials avandrew@mbgsd. org 717 -691 -4511 Delaware Valley School Jaclin Business Officials jkrumrine@ojrsd. com (610) 469 -5113 Delaware Valley School Burchard Transportation Managers burt. blackburn@rtsd. org 610 -293 -1947 Keystone Shortway School jloughner@redbankvalley. n Jack Business Officials et 814 -275 -2426 Lancaster-Lebanon School David Transportation Managers david_lutz@cocalico. org 717 -336 -1573 Lehigh Valley School Leslie Business Officials frisbiel@nwlehighsd. org 610 -298 -8661 Mid-East School Business 570 -773 -3443 John Officials jhurst@mabears. net x 4001 Mid-State School Business Randy Officials rlb 21@scasd. org 814 -231 -1021 Mid-West School Business Brett Officials lagob@penntrafford. org 724 -744 -2121 Northeast School Food Joanne Service Directors pesotaj@ahsd. org Northwest School Business mstabile@mercer. k 12. pa. u Michael Officials s 724 -662 -4120 Northwest School Facilities Eric Managers eric. schultz@wattsburg. org 814 -824 -4114 Susquehanna Valley School John Business Officials jbrenchley@iu 17. org 570 -673 -6001 West Central School Gary Business Officials ceccarellig@tigerweb. org 724 -843 -3420

Today’s Expert, Ed Poprik, PRSBO • Director of Physical Plant, State College Area School

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

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.

Top ten reasons it is great to be a Facilities Manager • 4) -You

Top ten reasons it is great to be a Facilities Manager • 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. ”

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

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

Award of Excellence in School Facilities • http: //www. pasbo. org/awards – Aspiration –

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

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

Facilities Maintenance and Management • Electronic Work Order System • Preventative Maintenance

Capital Improvement and Construction • Capital Planning • Construction Management

Capital Improvement and Construction • Capital Planning • Construction Management

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

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?

What does your community see?

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

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

Staff Management • Job Descriptions • Evaluations • Policies and Discipline

Staff Management • Job Descriptions • Evaluations • Policies and Discipline

Environmental and Safety Issues • • • IPM AHERA Right to Know IAQ Radon

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

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

Benchmarking and Data Management • PASBO Benchmarking Survey – http: //www. pasbo. org/store_home. asp • Energy. Star. gov • Data and Inventory management

Time for Questions! Send text questions using the “Chat” function at the left side

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.

Thank you for your participation! CPE and CEU Credits are not available for this

Thank you for your participation! CPE and CEU Credits are not available for this forum.