BUSD Operations Handbook

Table of Contents

• Human Resources/Position Control Human Resources
• Time Sheets
• Purchasing
• Accounts Payable
• Contracts/Consultants
• Field Trip
• Transportation Services
• Nutrition Services
• Maintenance, Operations and Facilities
• Technology
• Professional Development
• Translation and Interpretation
• Budget Oversight
• Records Retention

Human Resources/Position Control Human Resources

1. HR Organizational Chart with Contact Information
2. HR Service Menu 2017-18
3. Hiring
   1. Classified (Flow Chart)
      • Regular Positions
      • Non-Classified Service (tutors, non-certificated coaches, noon directors, student workers, day-to-day)
   2. Certificated (Contact Evelyn Tamondong-Bradley and Sheila Rose)
4. Absences, Leaves and Separations
   1. Absence Certificate – Order from Print Shop
   2. Leave Request
   3. Substitute Management System
   4. Special Circumstances Waiver
   5. Separation Form
5. Evaluations
   1. Certificated
      • BFT Timeline
      • BFT Evaluations Checklist
      • BFT Evaluations Cover Sheet
      • BFT Evaluation Forms
        • Form A: Certificated Professional Development Plan
        • Form B: Certificated Performance Evaluation
        • Form C: Certificated Performance Evaluation Improvement Plan
        • Counselors
      • Alternative Evaluation
        • Templates
        • Frequently Asked Questions
        • Sign-Up Procedures
        • Options
      • UBA Evaluation Form
   2. Classified
      • BCCE Performance Review
      • OSS Performance Review
      • BCCE and OSS Classified Evaluation Timeline (Email from Delia Ruiz)
      • Classified Management Evaluation
      • Occupational Therapist Evaluation
      • Sample List of Evaluations Due
6. Personnel Requisitions
   1. Personnel Requisition Form
   2. Personnel Requisition Form Training
   3. Best Practices

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Time Sheets

Flow Chart

1. Classified Hourly
2. Certificated Hourly
3. Substitute Teacher’s Time Report
4. Independent Study Teacher’s Time Sheet

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Purchasing

1. Requisions
   Flow Chart
   Creating a Requisition in QCC
   • Purchasing Goods
   • Contracts/Consultants
   • Travel and Conference
2. New Vendors
   • New Vendor Application Form
   • Form W-9

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Accounts Payable

1. Accounts Payable Flow Chart
2. Good Receiving Practices – Invoices
3. Reimbursement Requisitions Flow Chart
4. Reimbursements for Purchases, Mileage, and Conference Expenses
   • Checklist
   • Travel Reimbursement Claim Form 18-19 & 19-20 (Excel Download)
   • Mileage Log 2018 (Excel Download)

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Contracts/Consultants

Flow Chart

1. Completing Requisitions for Contracts
2. MOU and ICA Guide
3. Memorandum of Understanding (MOU) Form – See Purchasing page
4. Independent Contractor Agreement Form – (MS Word / PDF)
5. Amendment Approval Form – See Purchasing page

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Field Trip

Flow Chart

1. Procedures
2. Request for Approval of Field Trip
3. Overnight
   • Instructions
   • Checklist
   • Procedures
4. Special Trip Request and Driver Report
5. Request for Certificate of Insurance & Endorsements
6. Permission Slips and Waivers
   1. Student Waiver (Español)
   2. Volunteer Waiver (Español)
   3. Students in Private Vehicle Waiver
   4. Notification to Adults Driving Private Vehicles

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Transportation Services

1. Transportation Guide 2019
2. Transportation Safety Plan 2019-20
3. Transportation Guide for Special Needs Students
4. Riding the Bus: Frequently Asked Questions
5. Field Trip Information 2019-20

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Nutrition Services

1. Contact List 2017-18
2. Universal Breakfast Procedures
3. Universal Breakfast Program Information
4. Bag Lunch Checklist
5. Request Form for Field Trip Lunches

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Maintenance, Operations and Facilities

1. Facility Entry Form
2. Move Request Form
3. Facilities Use Application & Permit

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Technology

1. Helpdesk
2. Webpost Guidelines
3. How To Post to the Front Page Slider (WordPress Editors Only)

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Professional Development

1. Travel and Conference Requisitions Flow Chart
2. TIP Professional Development Checklist
3. Travel Approval Form (Reference Only – Printed Copy in Purchasing Dept)
4. Travel Approval Form Instructions
5. Travel Reimbursement Claim Form

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Translation and Interpretation

1. Document Translation Services Protocol
2. Document Translation Request Form
3. Spoken Interpretation Services Protocol
4. Spoken Interpretation Request Form

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Budget Oversight

1. Authorized Signatures to Assist Budget Managers
2. Donations Form
3. Letter of Acknowledgement – (MS Word / PDF)

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Records Retention

1. CASBO Record Retention Policy
2. Data Retention Form
   NOTE: Print this form on Avery shipping labels 5912. The form has to be approved by a member of the records retention committee before the boxes are moved to storage.
3. Data Retention Form Example

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When things start to happen,
don’t worry. Don’t stew.
Just reach for the handbook.
You’ll know what to do.

OH!
THE PROCEDURES YOU’LL KNOW!

You won’t have a worry, because you have the guide
You’ll know what to do with the OH! by your side.
You’ll reach for the handbook when you are in doubt
You’ll say “OH! just a minute,” and figure it out!