Local Unit Director Resources

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


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

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 -- 12/2012
18. Kansas Open Records Act -- 03/2012
19. Parliamentary Procedure for Non-Parliamentarians
20. Serving as a Member of a Program Development Committee -- 05/2013 NEW
21. Working with Elected Officials: A Guide for Agents and Board Members -- 05/2013 NEW
 

Budget
1.   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

2.   Salary Proposal Spreadsheet  12/2010
3.   Certificate of Proper Functioning (KSU 1-1) 
4.   Certificate of Filing County Extension Budget (KSU8-2wv)  02/2009 
5.   Certificate of Appropriation (KSU8-3wv)  2005
6.   Direct Deposit of Salary Authorization  (KSU1-18)  12/2010
7.   Electronic Funds Transfer Authorization (KSU1-14)  01/30/2007
8.   GAAP Waiver Procedures and forms (GAAP1-1, GAAP1-2)  02/2009
9.   Responsibilities for Extension Council/District Administration of Extramural
      Funds Form  12/10/2003

10. Notice of Intent to Participate in the State of Kansas Health Care Program for
      Non-State Groups (KSU1-11b)  01/12/2007
11. Payment of Health Care Premiums State of Kansas Health Care Program,
      Non-State Groups (KSU1-11)  07/26/2011
12. Bank Draft Approval, State of Kansas Employee Health Care Program Non-
      State Groups (KSU1-12)  04/23/2004
13. Cell Phone/Data Enabled Portable Communication Device Options -- 03/2012
14. Approval of Extension Council and Extension District Expenses -- 12/2011
15. Local Extension Unit Credit (Procurement) Card Policy -- 8/2012
16. Audit Requirements for Extension Councils/Districts  01/2007
17. Principles of Managing Non-Appropriated Funds -- 03/2014
18. 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)
19. Vehicle Daily Log (KSU8-36)  02/2009


Civil Rights
1.  Compliance Review Guide 2010-2013
2.  Annual Mini-Review
3.  Filing System Guide
4.  Files
 

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)  04/2013
13. Employment Agreement  (EXOP3-11)  Updated 10/2012
14. Employment Eligibility Verification (I-9) Updated 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) 04/26/2013 NEW
23. Exit Interview Office Professional and Program Assistant  (EXOP3-18) 03/28/2013 NEW
24. Family Medical Leave Act Overview 2013 (FMLA1-1)
25. Employee Due Process  01/2010
 

Risk Management
1.   Risk Management  2008


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


10/2012