Local Unit Director Resources


Local Unit Director Workshops - Spring 2014 - Agent Sharing
          Strategies to help the local unit think and function as a team
          Using the Board Leadership Assessment to elevate the effectiveness of the board
          Strategies to lead the board to increased effectiveness

 

Local Unit Director Workshops - Spring 2013
        
Cost Saving Ideas
         Revenue Generating Ideas
 

Notebook Cover

Table of Contents

Responsibilities of Director
1.   Administrative Check Sheet for Proper Functioning of Local Extension Unit -- 03/2012
2.   Local Unit Extension Director Policy and Position Description -- 02/2012
3.   Administrative Responsibilities for County and District Directors
      and Office Professionals -- 3/2014
4.   County/District Extension Program Planning and Organization Chart -- 2014
5.   Extension Program and Professional Development Planning Cycle -- 05/2012
6.   Handbook for County Extension Councils and District Governing Bodies -- 09/2010
 

Board Leadership Modules
1.   Board Leadership Modules Checklist -- 01/2014
2.   New Board Member Orientation Module -- 10/2014
3.   Board Organizational Meeting Module -- 11/2010
4.   Agent Performance Review Module -- 08/2008
5.   Area of Program Focus Module -- 11/2006
6.   Forming an Extension District Module -- 07/2013
7.   Marketing Module -- 08/2006
8.   Program Development Module -- 11/2008
9.   Program Development Committee Orientation Module  -- 01/2014
10. Recruiting Board and PDC Members Module -- 06/2013
11. Reaching New Audiences Module -- 01/2014
12. Risk Management Module -- 10/2006
13. Volunteer Information Profile Module -- 08/2006
14. Youth Development Module -- 05/2008
15. Building Strong, Effective 4-H Youth Development Programs Module -- 02/2009
16. New Agent Professional Development Module -- 11/2009

Board Meeting   
1.   Excellence in Board Leadership Board Assessment (KSU8-40) -- 01/2014
2.   Notebook for Board Members -- 11/2010
3.   Suggested Calendar for Routine Board Meeting Agenda Items -- 02/2012
4.   Sample Extension Board Meeting Agenda -- 08/2012
5.   Agenda and Administrative Report for Board Meeting (example) -- 11/2012
6.   Template for Extension Board Meeting Minutes -- 08/2012
7.   Extension Council Executive Board Members (KSU8-4b) -- 04/2009
8.   Extension Council Member Record (KSU8-15) -- 2009
9.   Oath of Office for County/District (KSU8-20), (KSU9-20) -- 02/2009
10. Public Notice Extension Council Election (KSU8-24a) -- 2003
11. Public Notice of Annual Meeting (KSU8-23) -- 1998
12. Memorandum of Understanding (Summary) -- 12/2011
13. Responsibilities and Duties of the Extension Board -- 12/2011
14. Duties of the Chair and Vice Chair -- 12/2011
15. Duties of the Secretary -- 12/2011
16. Duties of the Treasurer -- 12/2011
17. Kansas Open Meeting Act -- 6/2014
18. Kansas Open Records Act -- 12/2014
19. Parliamentary Procedure for Non-Parliamentarians  -- 12/2011
20. Serving as a Member of a Program Development Committee -- 05/2013
21. Working with Elected Officials: A Guide for Agents and Board Members -- 05/2013
 

Budget
1.   Use of Cooperative Extension Funds
2.   Budget Development and Management Spreadsheets
  (see tabs along bottom of 
              main Excel sheet for a-g below) -- 2012
      a. Financial Check Sheet (KSU8-19)
      b. Reserves and Pledges for Development of the Budget
      c. Budget Worksheet
      d. Budget for County Extension Council (KSU 8-1a)
      e. Budget for County Extension Council (KSU8-1)
      f.  End of Year Estimate Worksheet
      g. Equipment Replacement Plan

3.   Salary Proposal Spreadsheet -- 12/2010
4.   Certificate of Proper Functioning (KSU 1-1) 
5.   Certificate of Filing County Extension Budget (KSU 8-2 pdf) -- 02/2009 
6.   Certificate of Appropriation (KSU 8-3 pdf) -- 2005
7.   Direct Deposit of Salary Authorization  (KSU1-18) -- 12/2010
8.   Electronic Funds Transfer Authorization (KSU1-14) -- 01/30/2007
9.   GAAP Waiver Procedures and forms (GAAP1-1, GAAP1-2) -- 02/2009
10. Responsibilities for Extension Local Unit Administration of Extramural
      Funds Form -- 11/2014
11. Notice of Intent to Participate in the State of Kansas Health Care Program for
      Non-State Groups (KSU1-11b) -- 01/12/2007
12. Payment of Health Care Premiums State of Kansas Health Care Program,
      Non-State Groups (KSU1-11) -- 07/26/2011
13. Bank Draft Approval, State of Kansas Employee Health Care Program Non-
      State Groups (KSU1-12) -- 04/23/2004
14. Cell Phone/Data Enabled Portable Communication Device Options -- 03/2012
15. Approval of Extension Council and Extension District Expenses -- 12/2011
16. Local Extension Unit Credit (Procurement) Card Policy -- 8/2012
17. Audit Requirements for Extension Councils/Districts -- 01/2007
18. Principles of Managing Non-Appropriated Funds -- 03/2014
19. Financial Review Committee Responsibilities for 4-H Club/Group and
       Other Extension Affiliated Accounts  (KSU 4-1-4) -- 03/2012
            4-H Club/Extension Group Financial Review Checklist (KSU 4-2)
            4-H Club/Extension Affiliated Group Annual Financial Report (KSU 4-3)
            4-H Club Treasurer Job Description (KSU 4-4)
20. Vehicle Daily Log (KSU8-36) -- 02/2009
21. Travel Payment Voucher (KSU 8-17) -- 2014
22. Uniform Facsimile Signature of Public Officials Act     Form


Civil Rights
1.  Compliance Review Guide 2010-2013  -- 03/2012
2.  Annual Mini-Review -- 11/2012
3.  Filing System Guide -- 06/2013
4.  Files -- not dated
 

Forms
   See forms listing

Insurance
1.   Checklist of Insurance for County Extension Councils and District Governing 
      Bodies -- 06/2007


New Employees
1.   Orientation Checklist for Office Professionals and Program Assistants (EXOP 3-12) -- 03/2012
2.   K-State Research and Extension New Agent Professional Development 
      Overview -- 10/2013


Office Policies
1.   Sample Office Policies -- 04/23/2010

Personnel
1.   Office Professionals - Steps in Hiring (EXOP3-4OP) -- 07/2005
2.   Program Assistant - Steps in Hiring (EXOP3-4PA) -- 02/2005
3.   The Extension Program Assistant: Policy, Roles and Responsibilities 
      (EXOP3-3) -- 02/2005
4.   Approval to Hire an Extension Program Assistant (EXOP3-5) -- 02/2005
5.   Office Professional Position Description (EXOP3-6OP) -- 08/2007
6.   4-H Program Assistant Job Description -- 11/19/2009
7.   Office Professional - Application for Employment (KSU8-29OP) -- 02/2005
8.   Program Assistant - Application for Employment (KSU8-29PA) -- 02/2005
9.   Applicant Information Profile for Office Professionals and Program Assistants
      (EXOP3-7) -- not dated
10. Screening of Applicants Prior to Interview (EXOP3-9) -- 02/2005
11. A Guide to Interviewing (EXOP3-10) -- 02/2005
12. Orientation Checklist for Office Professionals and Program Assistants (EXOP3-12) -- 09/2014
13. Employment Agreement  (EXOP3-11) -- 10/2012
14. Employment Eligibility Verification (I-9) -- 03/08/2013
15. Employee’s Withholding Allowance Certificate (W-4) -- 2012
16. Kansas Employee’s Withholding Allowance Certificate (K-4) -- 09/2007
17. Implementing the Fair Labor Standards Act in Local Extension Units -- 12/02/2010
18. Overtime Compensation Agreement (EXOP3-2) -- 02/2005
19. Record of Hours Worked and On Leave (KSU8-25) -- 02/2009
20. Employee Performance Review (EXOP3-13) -- 12/2008
21. Disciplinary Action Procedures for Local Extension Office Professionals and Program
      Assistants (EXOP3-14) -- 02/2009
22. Employee Separation Checklist for Local Unit  (EXOP3-17) -- 09/2014
23. Exit Interview Office Professional and Program Assistant  (EXOP3-18) -- 03/28/2013
24. Family Medical Leave Act Overview 2013 (FMLA1-1) -- 07/04
25. Employee Due Process -- 01/2010
 

Risk Management
1.   Risk Management -- 2008


Tax Issues
1. Tax Issues for Local Extension Offices -- 07/01/2012


10/2012