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 2019-20
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

Top of Page

Time Sheets

Flow Chart

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

Top of Page

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

Top of Page

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 (Excel Download)
   • Mileage Log 2018 (Excel Download)

Top of Page

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

Top of Page

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

Top of Page

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

Top of Page

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

Top of Page

Maintenance, Operations and Facilities

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

Top of Page

Technology

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

Top of Page

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

Top of Page

Translation and Interpretation

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

Top of Page

Budget Oversight

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

Top of Page

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

Top of Page

---

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!