Alphabetical Listing of Forms, Guides and Manuals

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Contents

Accounting and Tax - IRS and Tax Related Forms
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
Miscellaneous - Forms and Documents
Policies - Administrative and Board Approved Policies
Public Access Forms - Forms for the General Public
Reservations and Requests - Vehicle and Conference
Safety - Safety Committee and Workers Comp
Salary Schedules - Managers, Certificated and Classified
Templates - Microsoft Office and Others

Accounting and Tax (Top)

1099 Information Reporting Memo - Word Document (Rev. 9/22/2008)
AB1200 Interactive Form for Public Disclosure 8-2004 - Excel Spreadsheet
Budget Transfer Form - Excel Spreadsheet (Rev 02/02/2008)
Cal-Card Missing Reciept Form - PDF (Rev 04/14/2011)
Cal-Card - Procedures - PDF (Rev 08/11/2010)
Expenditure Transfer Form - Excel Spreadsheet (Rev 02/02/2008)
Fiscal Disclosure - Word Document
InterDepartmental Invoice - PDF Document (9/28/2006)

Invoicing - Procedures - PDF (Rev 04/18/2011)

Purchase Order - Procedures - PDF (Rev 08/11/2010)
Receiving and Shipping - Procedures - PDF (Rev 08/11/2010)

Bargaining Unit Contracts (Top)

CSEA Contract 2009 - 2012 - PDF Document (Rev 10/23/2009)

Contract - CSEA Tentative Agreement - Articles 4, 5, 7, & 10 - PDF Document (Rev 11/10/2011)
Tentative Agreements – Series 4510 Merit System Definitions - PDF Document (Rev 12/09/2009)
Tentative Agreement - Layoff Language - PDF Document (Rev 02/09/2011)
Tenative Agreement - Paraeducator - PDF Document (Rev 04/09/2011)
MOU - Health Benefits 2011 - 2012 - PDF Document (Rev 09/09/2011)

CTA Contract 2009 - 2012 and CTA Appendices - PDF Document (Rev 04/06/2010)

CTA MOU 2009-2012 TA - PDF Document (Rev 03/18/2011)
CTA TA Article IV - Health and Welfare - PDF Document (Rev 10/24/2011)
MOU - Health Insurance Rates 2011-2012 - PDF Document (Rev 10/24/2011)

Business Services (Top)

Asset Capitalization Policy - Form 3265 - PDF Document (Rev 3/17/2009)
Authorization to Cancel Payroll Warrant - PDF Document (Rev 3/17/2009)
Debt Management Policy - Form 3266 - PDF Document (Rev 3/17/2009)
Affidavit for Employee to Obtain Duplicate Lost or Damaged Warrant - Word Document (Rev 3/17/2009)
Investment Policy - Form 3240 - PDF Document (Rev 3/17/2009)
Retro for Deferred with Docked Time - Excel Spreadsheet (Rev 3/17/2009)
STRS Late Start % Contract Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Late Start % Contract Retro Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Late Start Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Late Start Retro Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Pay off 10D Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Pay off 11D Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Pay off ESUM10 Automated - Excel Spreadsheet (Rev 3/17/2009)
STRS Pay off ESUM11 Automated - Excel Spreadsheet (Rev 3/17/2009)
Vol-ded Warrant Change - Excel Spreadsheet (Rev 3/17/2009)

Claims (Top)

Claim Form - Conference - Excel Spreadsheet (Rev 10/27/2011)

Claim Form - Conference - Procedures - PDF Document (04/14/2011)

Claim Form - Mileage

Mileage Expense Calculator - Excel Spreadsheet (Rev 06/23/2010) To Save: Right-click link and select "Save Target As..."
Mileage Expense - January 2012 (IRS Rate of .555/Mile) - Excel Spreadsheet (Rev 01/03/2012)
Mileage Expense - July 2011 (New IRS Rate of .555/Mile) - Excel Spreadsheet (Rev 06/23/2010)
Claim Form - Mileage Reimbursement - Procedures - PDF Document (01/03/2012)

Claim Form - Miscellaneous Items - Excel Spreadsheet (Rev 09/21/2007)

Claim Form - Miscellaneous Items - Procedures - PDF Document (04/18/2011)

Contracts (Top)

Contract Consultant - Word Document (Rev 11/13/09) “Note: This form contains language in Articles X - XVII that was added at the request of our auditors. Please only use this form as posted. ”
Contract Consultant - Procedures - PDF Document (Rev 05/21/2008)
Contract Consultant - W9 Form (English) - PDF Document
Contract Consultant - W9 Form (Spanish) - PDF Document
Contract Consultant - Memo on 1099 Reporting - Word Document (Rev. 9/22/2008)
Contract Consultant - Department of Justice Exemption from Fingerprinting - PDF Document (Rev 10/11/2007)
Contract Consultant - Affidavit of DOJ Clearance - Word Document (Rev 04/01/2002)
Contract Consultant - Form 590 to Determine Residency - PDF Document (Rev 11/24/2009)
Contract Consultant - Form 587 for California Non-Residents - PDF Document (Rev 11/24/2009)
MOA - School District or Cuesta Employees - Word Document (Rev 04/23/2008)
MOA - Procedures - PDF Document (Rev 05/21/2008) 

Employee Forms (Top)

Acceptable Use Policy - PDF Document
Automatic Payroll Deposit Authorization - PDF Document (Rev 10/08/2008)
Beneficiary Form, Life Insurance - PDF Document (Rev 09/02/2010)
Beneficiary Form, PERS- PDF Document (Rev 09/02/2010)
Beneficiary Form, STRS- PDF Document (Rev 09/02/2010)
Beneficiary Form, Warrant Designation- PDF Document (Rev 09/02/2010)
CalSTRS Retiree Cost Calculator - Excel Spreadsheet
Employee Handbook - PDF Document (Rev 10/28/2011)
Employee's Withholding - Federal W4 - PDF Document (Rev 01/06/2011)
Employee's Withholding - State - PDF Document (Rev 10/08/2008)
Golden Handshake (Retirement Incentive Programs)
Insurance Info for Use of Personal Automobile - PDF Document (Rev 12/12/2008) Must be filled out annually.
Lunch Break Waiver - PDF Document (Rev 12/14/2011)
Single-funded Activity Log - Word Document (Rev 2/26/2007)
Multi-funded Activity Log - Excel Spreadsheet (Rev 5/13/2010)
Name, Address and Phone Change - PDF Document (Rev 06/19/2009)
Notice of Resignation - Word Document (Rev 02/25/2008)
Professional Growth for Certificated and Classified Employees - Opens to New Page

Certificated Notice of Intent Announcement
Certificated Notice of Intent Form
Classified Professional Growth Contract Language
Classified Professional Growth Plan
Classified Professional Growth Plan Letter to Employees
Classified Professional Growth Plan Pre-Approval Form
Classified Professional Growth Plan Verification of Conference/Workshop Completion Form
Classified Professional Growth Plan Annual Summary of Completed Activites
Classified Professional Growth Plan Cover

Transaction Request Form - PDF Document (Rev 03/16/2009)
Transaction Request Form Instructions - PDF Document (Rev 03/16/2009)

Technology Support Request Guide - PDF (Rev 04/26/2011)
Vehicle Accident Report - Word Document (Rev 04/09/2009)
Warrant Designation, Beneficiary Form - PDF Document (Rev 09/02/2010)
Work Location Transfer Form - Word Document

Evaluation (Top)

Due Dates

Classified Evaluation Timeline - PDF Documernt (Rev 1/27/2006)
Management Evaluation Timeline - Word Document (Rev 3/27/2006)

Certificated Evaluation Forms - Word Document (Rev 10/19/2009)
Certificated Observation Form - Word Document (Rev 11/18/2008)
Classified Staff Evaluation Form - Word Document (Rev 2/26/2007)
Classified Staff Evaluation Forms - PDF Documernt(Rev 2/26/2007)
Classified Improvement Plan - PDF Documernt (Rev 9/16/2005)
Classified Improvement Plan - Word Document (Rev 9/29/2005)
Classified Evaluation Rubric - Word Document (Rev 9/16/2005)
Management Evaluation Form - Word Document (Rev 5/1/2012)
Management Improvement Plan - Word Document (Rev 5/1/2006)
Management Evaluation Rubric - Word Document (Rev 5/1/2012)

Managers (Top)

Management Handbook - PDF Document (08/16/2010)
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

Merit System Rules (Top)

Merit System Rules - PDF Document (Rev 09/08/2010)

Miscellaneous (Top)

Policies

Acceptable Internet Use Policy (AR#2139)
Child Abuse Reporting Policy (AR#5141.4)
Complaints Policy (AR#4312)
Drug and Alcohol Free Environment Policy (SP#4020)
Non-Discrimination Policy (SP#4030)
Reasonable Accommodation Policies and Request/Response Form (AR#4031 & SP#4031)
Sexual Harrassment Policy and Fact Sheet (AR#'s 4119.11, 4219.11, 4319.11 and DFEH handout)
Tobacco Free Schools AR and Superintendent's Policy (AR#3513.3)

Public Access Forms (Top)

Uniform Complaint Procedure - PDF Document (Rev 07/10/2010) English - Spanish
Certificate of Insurance - PDF Document (Rev 11/02/2011)
Gifts to SLOCOE - PDF Document (Rev 05/21/2009) Form 1510A
Student Insurance – Letters to Parents for Enrollment Packets (English and Spanish) - PDF Document (Rev 08/16/2010)
Student Insurance – Procedures and Forms for Program Staff - PDF Document (Rev 08/16/2010)

Reservations and Requests (Top)

Camp SLO Vehicle Registration Form - Avoid delay, fill out this form and present it to the guard at Camp SLO - Opens to New Web Page
Conference Request Non-Management - PDF Document (Rev 09/15/2009)
Rental Car - Enterprise Rent-A-Car SLOCOE Account (for SLOCOE business use only)- Opens to New Web Page

Rental Car - Procedures - PDF Document (Rev 04/18/2011)

Room Setup Form - Word Document (Rev 1/9/2007)

Safety (Top)

Caught in the Act Flyer - PDF Document (Rev 02/07/2012)
Health & Fitness Challenge - PDF Document (Rev 02/07/2012)
Injury & Illness Prevention Program - PDF Document (Rev 8/14/2010)
Injury and Illness Prevention Brochure - PDF Document (Rev 02/07/2012)
Request to Fund (or Correct) a Safety Hazard  Item - PDF Document (Rev 02/07/2012)
Safety Report - PDF Document (Rev 11/21/2011)
Workers Comp Information- PDF Document (Rev 12/19/2011)

Salary Schedules (Top)

Salary Schedules - Certificated - Opens to New Web Page
Salary Schedule and Steps - Classified - PDF Document (Rev 05/09/2012)
Salary Schedule - Confidential Administrative Assistant - PDF Document (Rev 06/22/2009)
Salary Schedules - Management - Opens to New Web Page