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Category: Other Administrators

Published on

Date:  
May 2, 2018

To: 
Elementary, Middle, and High School Principals and Administrative Assistants

From: 
John Larsen, Business Administrator
Dan Ellis, Director of Accounting, Budgets, and Audits
Jason Mott, Accountant/Internal Auditor

Subject: 
Check Phishing Scam

It has recently come to our attention that there may be an information phishing scam occurring within the District. The scam consists of schools receiving a donation check with no information regarding who donated the funds. Schools are then encouraged to set up an account to view the donors and set up an ACH service for future donations.

These checks are from YourCause, LLC and claim to be for a Wells Fargo Community Support Campaign. If you have received any of these checks:

  1. Please do not cash them as they will return unpayable
  2. Do not create an account or sign up for ACH with this group
  3. Please send these checks into Accounting

As a reminder, never give any of your personal information, bank information, or passwords to anyone. No one from the District should ask for your password to log into any of the District systems. School bank information should never be given out to set up ACH payment or receipt transactions.

If you have questions or need assistance, please call Dan Ellis at (801) 567-8389.

Thank you.

Published on

Insurance open enrollment will begin June 1 and continue through July 31. Enrollment information is available online on the insurance web page. Posters were sent to each location, please post in prominent locations for your employees. Copies are attached for you regarding dates and times of meetings.

Published on

Utah Retirement Systems will be available for one-on-one retirement planning sessions at the West Jordan Middle School, Main Conference Room on Wednesday, May 2, 2018.  See the instructions below to register for an appointment.  Counseling sessions are available at other locations that are also listed on the URS website.

  1. Go to www.urs.org.
  2. Log into your myurs account by clicking on LOGIN in the upper right corner of the screen.
  3. Click on the Education Tab.
  4. Click on “Individual Retirement Planning Sessions”.
  5. Find the session that works best for you.  Select the session to reserve your appointment.
  6. Please be sure to bring your estimated annual salary, any retirement plan balances outside of URS, and your Social Security statement (get yours at www.ssa.gov).

Published on

Principals: Please forward the attached flyer to teachers who may be interested in this opportunity.

Brigham Young University School Leadership Program
Aspiring Principals Academy
Learn the Principles of being a Principal

Apply by June 15, 2018 at: education.byu.edu/edlf/aspiring_principals.html

Published on

Debrief Meeting After an Emergency/Incident/Drill

After an emergency, incident, or drill, school safety committees/Incident Command Teams are encouraged to hold a debrief meeting. This provides an opportunity to reflect on what went well, what didn't go well, and to develop plans for improvement. A Google Form has been created to aid schools in documenting debrief meetings.

The Report of Debrief Meeting Emergency/Incident/Drill form can be found on the Google Drive.

  • Once on the Drive, select Shared with Me,

ASB - Website Docs and Forms

Safety/Security

Reports/Forms/Documents

Here is a link:

https://docs.google.com/forms/d/e/1FAIpQLSeOZst4gAN-NudTCkJMfnE7N9wvMyZqKi0zDSJEWBbAsvKqZg/viewform

Published on

DATE: 
March 20, 2018

TO:  
All Principals
All Budget Directors

FROM:   
John Larsen, Business Administrator
June LeMaster, Ph.D., Administrator, Human Resources
Daniel Ellis, Director of Accounting, Budgets & Audits
Cheryl Matson, Director of Insurance Services
Michael Heaps, Director of Information Systems
Sarah Palmer, Director of Payroll
Kurt Prusse, Director of Purchasing

SUBJECT:  
Year-end Processing Deadlines

Please observe the following critical deadlines regarding the financial year-end processes for the 2017-18 year. Please review these dates as they could have a major effect on your location’s ability to operate.

INVENTORY REQUISITIONS:

May 21, 2018 – Traditional Schools
Last day to enter and approve FY 2017-18 Inventory Requisitions (posted in current year), guaranteed delivery June 1, 2018. 

May 25, 2018 – All Locations
First day to enter next year startup orders. Use FY 2018-19 to post in next year. Use FY 2017-18 to post in current year. Any Inventory Requisitions entered on or after May 25, 2018 to be delivered after July 1, 2018, should be entered as a FY 2018-19 Requisition.

June 1, 2018 – Traditional Schools
Last day for delivery of FY 2017-18 Inventory orders.

June 8, 2018 – All Locations
Last day to enter, and for Principals to approve, any FY 2017-18 Inventory Requisitions (posted in current year). Inventory Requisitions to be delivered by June 25, 2018.

June 25, 2018 – All Locations
Last delivery for all non-food FY 2017-18 Inventory orders.

July 3, 2018 – All Locations
Continue entering FY 2018-19 Inventory Requisitions. Warehouses resume delivery schedules.

 

PURCHASE REQUISITIONS: All Locations

April 13, 2018
All FY 2017-18 Purchase Requisitions using the Special Ed budget must be received by the Special Ed department.

May 1, 2018
All Purchase Requisitions estimated to be $50,000 or more must be routed to Purchasing. 

May 18, 2018
Begin entering FY 2018-19 Purchase Requisitions. Select FY 2018-19 to post in next year. Use FY 2017-18 to post in current year. Please enter the respective year in the description field as seen below. FY 2017-18 Purchase Requisitions can be entered through June 8, 2018. All FY 2018-19 Purchase Requisitions will not be sent to vendors until after July 3, 2018.

SEE MEMO BELOW FOR EXAMPLE OF CHOOSING BETWEEN FY2017-18 AND FY2018

June 6, 2018 – All Locations:
Last day for P-Card purchases for FY 2017-18. 

June 8, 2018 - All Schools:
Last day to enter, and for Principals to approve, any FY 2017-18 Purchase Requisitions (posted in current year). 

June 21, 2018
Last day for Administrator of Schools level approvals for FY 2017-18 Purchase Requisitions. Not guaranteed after this date.

July 3, 2018 - All locations:
Continue entering FY 2018-19 Purchase Requisitions.

 

ACCOUNTS PAYABLE:

Immediately
As always, Accounting needs “verification” of receipt of goods or services immediately after delivery.  What constitutes a “verification” is: 1) a PO#, 2) a signature, 3) a date, and 4) an indication whether Accounting should keep the PO open (the PO has only partially been filled) or close the PO (all items received in full). The “verification” can be done on a packing slip, a copy of the PO, or a copy of the invoice.

Summer Product Received at Traditional Elementary Schools Purchased items being delivered by vendors and received at schools over the summer break must remain in a designated holding area. When staff returns they can account for the items properly, verify and submit the proper paperwork in a timely manner to the Accounting Department. This will help eliminate confusion between the schools and vendors on the whereabouts of items delivered.

May 18, 2018 - All Locations:
P-Card Reconciliations due in Accounting.

June 6, 2018 - All Locations:
Last day for P-Card expenditures for FY 2017-18.

June 7, 2018 - All Locations:
All items (mileage reimbursements, NPOs, check requests, Journal Entries and “verifications”) to be paid with FY 2017-18 budgets should be approved and received in Accounting by this date. Those received after this date, may be paid with FY 2018-19 budgets.

June 8, 2018 - Traditional Schools:
P-Card Reconciliations due in Accounting.

June 19, 2018 - Year-round schools and Departments:
P-Card Reconciliations due in Accounting.

June 27, 2018 - Elementary Schools:
Last day to submit Cash Receipts.

July 5, 2018 - All Locations:
FY 2017-18 Mileage Reimbursements Requests due, but if received after June 7, 2018, may be paid with FY 2018-19 budgets.

 

PAYROLL:

June 1, 2018 - Traditional Schools:
All True Time submissions due. Nutrition Managers approvals due by the end of the day.

June 4, 2018 - All Locations:
May Payroll due.

June 6, 2018 - All Locations:
True Time submissions due.

June 8, 2018 - All Locations:
True Time 1st approvals due.

June 11, 2018 - All Locations:
True Time final approvals due.

June 28, 2018 - All Locations:
Last day to enter FY 2017-18 Time Off. 

June 29, 2018 - All Locations:
Any FY 2017-18 time off to be approved.

July 3, 2018 - All Locations: June Payroll due. Begin entering FY 2018-19 time off.

Year-round Schools:
True Time submissions due. Nutrition Managers approvals due by the end of the day.

July 5, 2018 - All Locations:
True Time Submissions due.

July 9, 2018 - All Locations:
True Time 1st approvals due.

July 11, 2018 - All Locations:
True Time final approvals due.

 

INSURANCE: All Locations:

May 23, 2018
Annual Question and Answer Sessions.
3:30 and 5:00 pm, ASB.

May 24, 2018
Annual Question and Answer Sessions.
5:00 pm, District Office. 

June 13, 2018
Annual Health Fair
3:30-5:30 pm, ASB.

Flyers and posters will be sent to all locations.

Any questions regarding deadlines, please contact either
Kurt Prusse, Purchasing Director, 801-567-8701 or
Michael Heaps, Information Systems Director, 801-567-8737

Published on

DATE:    
March 21, 2018

TO:
All Principals and Directors

FROM: 
June LeMaster, Ph.D., Administrator, Human Resources
Brad Sorensen, Administrator of Schools

SUBJECT: 
Employee Attendance at Relative's Graduation Exercises

This year, high school graduation exercises are on Thursday, May 31st, with the exception of Valley High on Wednesday, May 30th.

Principals and Directors are encouraged to direct parents or grandparents who may wish to attend these graduations, but who are scheduled to work in their own locations to District Policy DP335 NEG and DP335B NEG.  This policy specifically states: "Personal leave shall not be taken during the first five days and last five days that students are in school except...to attend to personal or business matters which require the employee's attendance and scheduling is beyond the employee's control."

Since graduation scheduling is beyond the employees’ control, it is desirable that immediate supervisors will cooperate and provide employees who may fall into this category, an opportunity to attend graduation ceremonies of family members.

Licensed employees are responsible for requesting a substitute through the AESOP system, if applicable.  In the blue “Notes to Administrator” box, the employee should add graduation along with his/her relationship to the graduate.

Any questions should be directed to the appropriate Administrator of Schools.

Cc:  Administrators of Schools

 

JL/am

Published on

DATE: 
March 19, 2018

TO:   
Applicable School Principals and Administrative Assistants (Financial and Membership)
All Administrators of Schools and Administrative Assistants
Travis Hamblin, Planning and Student Services
Michael Heaps, Support Services Manager

FROM:  
John Larsen, Business Administrator
Daniel Ellis, Director of Accounting, Budgets and Audits
Jason Mott, Accountant/Internal Auditor

SUBJECT:
External Audit Visits

Please see attached memo.

 

 

Published on

IMPORTANT PAYROLL DEADLINE REVISION

Due to schools being closed the first week of April for Spring Recess, and not returning until April 9th, April’s payroll will be due on March 30th.

True Time employees’ submittal deadline will also be on March 30th (or their last day worked for that week before leaving for Spring Recess).

The Payroll Department will resume work on April 4th and will be available if you have any questions.

Thank you for your efforts in assisting Payroll.