Fiscal Management
Many SUs have had fiscal monitoring visits and some have had considerable work to do in meeting the requirements of a corrective action plan. Additionally, there have been questions on School Boards' fiduciary responsibilities. This page has been set up to share information such as training materials and samples of policies, procedures, contracts, or forms which may be used as exemplars. If you have something to share, please send an e-mail to webmaster@vasbo.net.
Contracts:
Miscellaneous:
Financial Management Questionnaire - click here
Required by 16 VSA 242a & 32 VSA 163(11)
Must be completed annually by Dec 31st & endorsed by SU Board within 2 months
Supervision & Evaluation
Tri-State Performance Appraisals Manual
Support Staff Evaluation sample
CSSU Samples: Master Worksheet, Goals Plan, Goals & Final Eval, Summative Eval
Category Sheets: Adaptability, Attendance, Communications, Cooperation, Cost Consciousness, Customer Service, Dependability, Initiative, Innovation, Job Knowledge, Judgement, Leadership, Managing People, Oral Communication, Planning & Organizing, Problem Solving, Quality, Quantity, Safety, Written Communication
Other Information
Uniform Chart of Accounts
AOE UCOA Brief - April 13, 2018
Employee vs. Independent Contractor
Worker Classification Analysis Procedure
Request to Establish Provider as Indep. Contractor
Contracted Service Agreements: Sample 1 & 2 and Employee
P-Card Contact:
Holly Wallace, Sponsored Programs Coordinator, Illinois Association of School Business Officials, 108 Carroll Ave., DeKalb, IL 60115,
(815) 753-9083
Business Office Procedures:
June 9, 2017 Presentation
Training Materials & Briefings:
RHR Smith - Financial & Personnel Operations Training - 11/5/19
AOE - Federal Fiscal Monitoring, Personnel Documentation & Consolidated Accts - Jan 11, 2019
AOE - 2014 Grants Management Training
AOE Policy Presentation to VASBO - Oct 10, 2014
VSBA "Meeting the School Board's Fiduciary Responsibility" Webinar - Dec 8, 2014
Health Insurance & Related Benefits:
HRA Implementation Recommendation Document
Act 46 Merger Resources:
AOE Post-Merger-Vote Certification & Organizational Meeting Tips