1. FYI May 8, 2015 Jeff Ammerman, Director of Technical Assistance, jammerman@pasbo.orgjammerman@pasbo.org Ed Poprik, Director of Physical Plant, State College Area SD, egp11@scasd.orgegp11@scasd.org

2. 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.

3. 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

4. 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

5. 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

6. 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 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 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 http://www.portal.state.pa.us/portal/server.pt/community/natio nal_school_lunch/7487/activity_calendar/964588 6

7. 1-MayPDE-2054Annual General fund annual budget (intermediate units)FinancePDE 1-MayNew Hire ReportMonthlyReport of New HiresHR Dept. of Labor & Industry 1-May NSL Report on PEARSMonthly Reimbursement for Lunches Served each Month Food ServiceCN PEARS 1-May Financial Interest StatementsAnnual Board Members, Tax Collectors, Administrators Board Secretary PA Ethics Commission 10- May Upload NPAS Reports and Send On-lineMonthly Report of Wages & Retirement ContributionsFinancePSERS/NPAS 31- May Certification of Use of PDE-2028Annual Certification of Use of PDE-2028 must be signed/submitted even if preliminary budget adoptedFinancePDE 31- MayCLGS-501Annual Certified copy of new LTEA tax enactments, repeals, changes, or new tax collectorFinanceDCED Reporting Compliance Review

8. 1-JunNew Hire ReportMonthlyReport of New HiresHR Dept. of Labor & Industry 1-Jun NSL Report on PEARSMonthly Reimbursement for Lunches Served each Month Food ServiceCN PEARS 7-Jun Resolution declining slot moneyAnnual Copy of resolution declining slot moneyFinancePDE 10- Jun Upload NPAS Reports and Send On-lineMonthly Report of Wages & Retirement ContributionsFinancePSERS/NPAS 10- Jun2030QuarterlyReconciliation of cash on handFinanceComptroller 10- JunAnnual BudgetAnnual Make PDE-2028 available for public inspection 20- JunAnnual BudgetAnnual Deadline to publish intent to adopt final budget noticeFinance 21- Jun QuarterlyPSERS Q1 Employer Payment PSERS

9. 30-Jun018hAnnual Health Inspection Report--Nutrition Program Sponsors Food ServicePEARS 30-JunPDE-2028Annual General fund annual budget and Homestead Resolution AdoptionFinancePDE 30-Jun EOY CATS ReportingAnnualPrepare and submit CATS reports PDE 30-Jun Dept. of Labor & Industry UC-2Quarterly Report of Unemployment Comp. WagesFinance Dept. of Labor & Industry 30-Jun Earned Income TaxQuarterly Report of Local Wage Tax WithholdingsFinance Local EIT Collector 30-JunIRS- 941QuarterlyFICA & Federal Income TaxFinanceIRS 30-Jun PA Department of RevenueQuarterlyReport of State Tax WithholdingsFinance 30-JunPDE-339 (Act 29)Quarterly Social Security & Medicare ContributionsFinance 30-JunPSERS - EmployerQuarterlyDeposit of Employer Retirement DueFinancePSERS 30-Jun All Federal Grant reportingQuarterly Submit all grant reporting for Federal programs. FAI Reporting Compliance Review

11. Treasure Trove of Act 1 Resources http://www.pasbo.org/act1info

12. There’s a doc for that… Delivering Best Practices and Good Ideas www.pasboerc.org at the E lectronic R esource C enter

13. 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.orgjammerman@pasbo.org Sign-up is easy

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

16. DistrictLast Name First NameRegional ChapterEmailPhone Exeter Township SDPittsKenneth Berks School Facilities Managerskapitts@exeter.k12.pa.us610-779-0700 Mechanicsburg Area SDVandrewAlan Capital Area School Business Officialsavandrew@mbgsd.org717-691-4511 Owen J. Roberts SDKrumrineJaclin Delaware Valley School Business Officialsjkrumrine@ojrsd.com(610) 469-5113 Radnor Township SDBlackburnBurchard Delaware Valley School Transportation Managersburt.blackburn@rtsd.org610-293-1947 Redbank Valley SDLoughnerJack Keystone Shortway School Business Officials jloughner@redbankvalley.n et814-275-2426 Cocalico SDLutzDavid Lancaster-Lebanon School Transportation Managersdavid_lutz@cocalico.org717-336-1573 Northwestern Lehigh SDFrisbieLeslie Lehigh Valley School Business Officialsfrisbiel@nwlehighsd.org610-298-8661 Mahanoy Area SDHurstJohn Mid-East School Business Officialsjhurst@mabears.net 570-773-3443 x4001 State College Area SDBrownRandy Mid-State School Business Officialsrlb21@scasd.org814-231-1021 Penn-Trafford SDLagoBrett Mid-West School Business Officialslagob@penntrafford.org724-744-2121 Abington Heights SDPesotaJoanne Northeast School Food Service Directorspesotaj@ahsd.org Mercer Area SDStabileMichael Northwest School Business Officials mstabile@mercer.k12.pa.u s724-662-4120 Wattsburg Area SDSchultzEric Northwest School Facilities Managerseric.schultz@wattsburg.org814-824-4114 BLaST IU #17BrenchleyJohn Susquehanna Valley School Business Officialsjbrenchley@iu17.org570-673-6001 Big Beaver Falls Area SDCeccarelliGary West Central School Business Officialsceccarellig@tigerweb.org724-843-3420

17. 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

18. 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.

19. 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

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

21. Award of Excellence in School Facilities http://www.pasbo.org/awards – Aspiration – Self Assessment – Guide

22. 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

23. Facilities Maintenance and Management Electronic Work Order System Preventative Maintenance

25. Capital Improvement and Construction Capital Planning Construction Management

27. Grounds Management Agronomic Program – Mowing – Fertility – Soil Management – Pest Management Playgrounds Other outdoor assets – Parking Lots – School Lawns – Artificial Turf

28. What does your community see?

29. Housekeeping Proper staffing levels Standards and Training Cleaning products Equipment

30. Staff Management Job Descriptions Evaluations Policies and Discipline

31. Environmental and Safety Issues IPM AHERA Right to Know IAQ Radon Water Lead Paint Mercury Underground storage tanks Refrigerants PCB’s

32. Safety Issues Safety Committee Accident Investigation Safety Inspections All Hazards School Plan Facility related School Security issues

34. Benchmarking and Data Management PASBO Benchmarking Survey – http://www.pasbo.org/store_home.asp EnergyStar.gov Data and Inventory management

36. 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.

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