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Welcome to FYI
• 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
• Next one is December 12 at 9 am
• All sessions recorded and available
at www.pasbo.org/FYI
2
Today’s Agenda
1.
What's Due
Calendar of State and Federal Reports
2.
From the Experts
3.
PASBO Tools You Can Use
Resources to Help You
4.
Your Questions Answered
An Open Forum for Your Questions About Topics Covered and
Uncovered!
3
Before We Begin
Polling Questions
4
Sources of Filing and Reporting Info
• PIMS Data Collection Calendar
 http://www.portal.state.pa.us/portal/server.pt/community/pimspennsylvania_information_management_system/8959
• Comptroller Forms
 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
5
Sources of Filing and Reporting Info
• PIMS Data Collection Calendar
 http://www.portal.state.pa.us/portal/server.pt/community/pimspennsylvania_information_management_system/8959
• Comptroller Forms
 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
6
1-Dec
New Hire
Report
Monthly
Report of New Hires
1-Dec
NSL Report on
PEARS
Monthly
Reimbursement for Lunches Served each
Month
Food
Service
CN PEARS
Annual
Certified copy of new LTEA tax enactments,
repeals, changes, or new tax collector
Finance
DCED
Monthly
Report of Wages & Retirement Contributions
Finance
PSERS/NPAS
Reconciliation of cash on hand
Finance
SD with EIT in prior year/residents paying
Sterling Act tax certify prior year's tax credits
claimed
Finance
Expenditures for Edu. Of Juveniles
incarcerated in adult facilities (revised budget SY2007,8)
Finance
Comptroller
1-Dec
10-Dec
CLGS-501
Upload NPAS
Reports and
Send On-line
10-Dec
2030
Quarterly
Sterling Act Tax
Credit Data
15-Dec
Filing
Annual
15-Dec
374
23-Dec
Annual
Dept. of Labor &
Industry
Quarterly
PSERS Q3 Employer Payment
Finance
30-Dec
PDE-352
Annual
ACCESS Funds Request Form (intermediate
units)
Finance
31-Dec
PDE-2057
Annual
Annual Financial Report Auditor Certification
Finance
7
PDE
DSD&A
PSERS
PDE
31-Dec
Dept. of Labor &
Industry - 3020
Quarterly
Multiple Worksite Report
31-Dec
Earned Income Tax
Quarterly
Report of Local Wage Tax Withholdings
31-Dec
IRS- 941
Quarterly
FICA & Federal Income Tax
Finance
IRS
Report of State Tax Withholdings
Finance
Dept. of Revenue
31-Dec
PA Dept. of Revenue Quarterly
Dept. of Labor &
Industry
Finance Local EIT Collector
31-Dec
PDE-339 (Act 29)
Quarterly
Social Security & Medicare Contributions
Finance
PDE
31-Dec
PSERS - Employer
Quarterly
Deposit of Employer Retirement Due
Finance
PSER
31-Dec
All State and Federal
Grant reporting
Quarterly
Submit all grant reporting for State and
Federal programs.
31-Dec
Dept. of Labor &
Industry UC-2
Quarterly
Report of Unemployment Comp. Wages
Finance
Dept. of Labor &
Industry
Variable
PDE-2071
SemiAnnual
Request for reimbursement for
construction
Finance
Comptroller
8
Today’s Expert
• Michael Hurley, PRSBO, Administrator of
Management Services, Carlisle Area SD
• Past President and Life Member
• Past Chair and current member of the
PASBO Transportation Committee
• Past Chair and current member of the
PASBO Safety Committee
9
PASBO FYI
PUPIL TRANSPORTATION
Friday, November 7, 2014
Michael L Hurley PRSBO
Director of Student Transportation
Carlisle Area School District
PDE WEB PORTAL
• Forms and Documents
• Document Search
The PDE Document Search will perform a search for PDE
Documents only. It will not provide results for web pages.
To search web pages please use the search located on the
left side navigation.
Documents include, but are not limited to: Microsoft
Word, PowerPoint and Excel Files, Adobe PDF Files.
Enter Search Here: TRANSPORTATION SUBSIDY
Search Documents Provided
• Results from your search for: transportation subsidy
•
•
Displaying 1 - 20 of 120 Sorting by: Relevance Click on the column
header to change the sort order.
1 Transportation Subsidy Estimation Worksheet Instructions.pdf
... October 2008 Instructions for Worksheet to Estimate Pupil
Transportation Subsidies Use these instructions for assistance in
completing the worksheet to estimate pupil transportation subsidies ...
Transportation Subsidies Use these instructions for assistance in
completing the worksheet to estimate pupil transportation subsidies.
The Excel file can be found ...
2 Pupil Transportation Subsidy Payment Schedule.pdf
... Microsoft Word - Pupil Transportation Subsidy Payment Schedule.docx
3 Transportation Subsidy Estimation Worksheet.xls
... Worksheet to Estimate Pupil Transportation Subsidies - Data Entry
Sheet School District Name Fiscal Year Data School Year of Data
PDE WEB PORTAL
Programs
Programs O-R
Pupil Transportation
Pupil Transportation Subsidies
Due Dates for Pupil Transportation Reports
Notifications for Pupil Transportation Information
Payment Schedule for Pupil Transportation Subsidies
Worksheet to Estimate Pupil Transportation Subsidies
Pupil Transportation Subsidies
Various subsidy-related web pages and
documents are available to 1) assist
LEAs in providing accurate and timely
reports to PDE and 2) estimate pupil
transportation subsidies.
Calendars
Due Dates for Reports
Notification Schedule
Subsidy Payment Schedule
Cost Index
Cost Index History (PDF) 1/21/14
Worksheets
Worksheet to Estimate Transportation
Subsidies
Vehicle Formula Allowance Worksheet (Excel)
For additional information,
please contact:
John Burkett | Budget
Analyst
Pennsylvania Department
of Education - Bureau of
Budget and Fiscal
Management
333 Market Street |
Harrisburg, PA 17126-0333
Phone: 717.787.5423 x5
ra-eTran@pa.gov |
www.education.state.pa.us
20
21
22
There’s a doc for that…
at the Electronic Resource Center
www.pasboerc.org
Delivering Best Practices and Good Ideas
Add PASBO to your social networks
Follow PASBO
Like PASBO
25
@jayhimes
26
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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 forum.
Next FYI is December 12 at 9 am.
Visit pasbo.org/FYI