Forms, Manuals and Policies

Quick Links

• Contact Lists – Whom to Contact for What, Alphabetical Listings
• Organization Leadership Leadership Org Chart – Appendix A in Managers’ Binders

Contents

• Bargaining Unit Contracts – Certificated and Classified Contracts
• Business Services – Forms to be Submitted to Business Services
• Claims – Mileage and Other Reimbursements
• Contracts – Consultant
• Employee – AUP, Handbook, Payroll Authorization, Withholding
• Evaluation – Staff Evaluation Forms
• Managers – Management Forms, Handbook and Guides
• Merit System – Merit System Rules
• Policies – Administrative and Board Approved Policies
• Reservations and Requests – Vehicle and Conference
• Safety – Safety Committee and Workers Comp
• Salary Schedules – Managers, Certificated and Classified

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Business Services

• 1099 Information Reporting Memo
• AB1200 Interactive Form for Public Disclosure
• Affidavit for Employee to Obtain Duplicate Lost or Damaged Warrant
• Asset Capitalization Policy – Form 3265
• Authorization to Cancel Payroll Warrant
• Budget Transfer Form
• Cal-Card Missing Receipt Form
• Cal-Card – Business Procedures
• Debt Management Policy – Form 3266
• Expenditure Transfer Form
• Fiscal Disclosure
• InterDepartmental Invoice
• Investment Policy – Form 3240
• Invoicing – Business Procedures
• Letterhead and Business Cards – Business Procedures
• Office Depot Ordering- Business Procedures
• Purchase Order – Business Procedures
• Requisition Form
• Retro for Deferred with Docked Time
• SLOCOE Wear – Business Procedures
• Tax Exempt Waiver
• Vol-ded Warrant Change
• W-9 Form – English
• W-9 Form – Spanish

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Claims

• Workshop, Training or Conference:
  • Workshop Training Conference Pre-Authorization Claim Form
  • Travel Pre-Authorization & Reimbursement Worksheet – Business Procedures
  • IRS Meal Allowance Information
  • Conference Debrief Form
• Mileage:
  • You MUST save these files to your computer prior to editing. DO NOT open and edit in Google Chrome or any other browser.
    To save, right-click the link and then select Save link as… After saving make sure to open the file with the appropriate application.
  • The following forms are for mileage claims starting 101/01/2024:
    • Mileage Expense 2024 (67.0/mile). Note: This form only works in Acrobat Reader.
    • Mileage Expense Calculator 2024 (67.0/mile) . Note: This Excel file only works in Excel.
  • Business Procedures – Mileage Reimbursement
  • Insurance Info for Use of Personal Automobile – Must be filled out annually.
• Payment Request
  • Claim Form
  • Claim Form – Payment Request – Business Procedures

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Contracts

• Classification Criteria for Employee Versus Independent Contractor
• Consultant Agreement
• Consultant Agreement – How To Write Exhibit A
• Consultant Agreement – Business Procedures
• Contract Consultant – W9 Form (English)
• Contract Consultant – W9 Form (Spanish)
• Contract Consultant – Memo on 1099 Reporting
• Contract Consultant – Department of Justice Exemption from Fingerprinting
• Contract Consultant – Affidavit of DOJ Clearance
• Contract Consultant – Form 590 to Determine Residency
• Contract Consultant – Form 587 for California Non-Residents
• Cover Sheet for Agreements
• MOA School District or Cuesta Employee
• MOA – Business Procedures

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Employee Forms

• Beneficiary Form, Life Insurance
• Beneficiary Form, Warrant Designation
• CalPERS Active Member Retirement Benefits
• CalPERS Beneficiary Form
• CalSTRS Beneficiary Form
• CalSTRS Members Near Retirement
• CalSTRS Understand Your Benefits
• Employee Change Form
• Employee Handbook
• Employee Use of Technology Policy
• Employee’s Withholding – Federal W4
• Employee’s Withholding – State
• Insurance Info for Use of Personal Automobile Must be filled out annually.
• Lunch Break Waiver
• Single-funded Activity Log
• Multi-Funded Activity Log: Set Schedule
• Multi-Funded Activity Log: Varying Schedule
• Notice of Resignation
• Notice of Retirement
• Name, Address and Phone Change – Employee Self-Service Online Form – Instructions
• Professional Growth for Certificated and Classified Employees
• Tax Sheltered Annuities – Envoy Plan Services 403(b) & 457(b)
• Vehicle Accident Report

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Evaluation

• Evaluation Timelines – All Staff
• Forms:
  • Certificated Evaluation Form 
  • Certificated Self Evaluation Form
  • Certificated Evaluation Rubric
  • Certificated Observation Form
  • Certificated School Nurse Evaluation Form
  • Classified Staff Evaluation Form
  • Classified Improvement Plan
  • Classified Evaluation Rubric
  • Management Evaluation Form
  • Management Improvement Plan
  • Management Evaluation Rubric

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Managers

• Management Handbook
• Management Handbook Appendices:
  • Appendix A in Managers’ Handbook – Management Evaluation Form
  • Appendix A in Managers’ Handbook – Management Evaluation Rubric
  • Appendix A in Managers’ Handbook – Management Improvement Plan
  • Appendix A in Managers’ Handbook – Management Timeline
  • Appendix B in Managers’ Handbook – Injury and Illness Prevention Program
  • Appendix C in Managers’ Handbook – Worker’s Compensation Information
• Action Plan
• Management Checklist – New Employee Orientation
• Notification of Hire – This form is not part of the HR Employee Process
• HR Employee Processes  – Combined Personnel Requisition, Employee Change and Personnel Change Online Form
• Recruitment Guide w/ Attachments
• Reference Check
• Student Release Agreement
• Substitute Performance Questionnaire

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Policies

• All Board Policies and Administrative Regulations
• Annual Notification Forms and Policies
• Compliance Policies
• Conflict of Interest Code

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Reservations and Requests

• Camp SLO (Grizzly) Vehicle Registration Form – Avoid delay, fill out this form and present it to the guard at Camp SLO
• Use of Facilities (Internal and External)
• Vehicle Requests for Travel
  • Vehicle Requests
  • Field Trip Transportation Request Form

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Safety

• Health Management & Safety Committee
• Student Accident Coverage Summary for Administrators
• Student Accident Insurance Claim Form
• Student Accident Reporting Confidential School Incident Investigation Report
• Student Accident Reporting Procedures for SLOCOE Staff
• Suspected Child Abuse Report

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