Appendix J (TR) Form #1 (TR) Revised: 7/1/17

Jefferson County Educational Service Center Consortium Local Professional Development Committee Individual Professional Development Plan Basic Information Treasurers/Business Managers

		
	
Please complete the following: (Please Type)

Name 	               Date	

District	

Home Address 	

Phone Numbers - Home:	               Office:	

E-Mail	

Current Assignment

District 	                      Position 	               #of Years	

Previous Assignment (Most Recent Only)

District	                      Position 	               #of Years	

Total # of Years Experience 	

			

		
	License 1	License 2	License 3

Educator State Identification Number

Effective Date New License Begins

			

	
	Please Note:	This completed and signed 4-page IPDP (Form #1 & Form #2) must be submitted to your District Superintendent’s Office at the same time you submit your Renewal Packet.

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Appendix J Form #2 (TR) Revised: 7/1/17

Individual Professional Development Plan

Name	

[ Treasurers/Business Managers ]

Date	

To complete your Individual Professional Development Plan (IPDP), select at least three [3] of the five competencies listed below as your Professional Development Goals.

Under each goal, select at least two [2] Professional Development Activities that appropriately describe professional development activities you plan to participate in over the next five years.

COMPETENCY 1: FINANCIAL MANAGEMENT

Goal: To administer district fiscal affairs to enable the district to provide the best possible educational services with the financial resources available.

Activities:	I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

1. bonds and notes
2. budgets and appropriations 3. investments
4. risk management 5. school finance.

COMPETENCY 2: FUND ACCOUNTING

Goal: To direct and manage all financial accounting programs and systems.

Activities:	I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 1. accounting
 2. cash management
 3. extracurricular finance  4. government accounting  5. internal control
 6. records management
 7. office management procedures
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Appendix J Form #2 (TR) Revised: 7/1/17

 COMPETENCY 3: FINANCIAL REPORTING

Goal: To prepare, maintain, retrieve, analyze, and disseminate federal, state, and local reports relating to fiscal operations of the district.

Activities:	I will participate in college or university coursework, CEU experiences, and/or Equivalent Other Activities (EOA) options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 1. computer applications
 2. electronic data processing
 3. forecasting and fiscal analysis  4. GAAP
 5. general purpose financial statements and cash reporting  6. statistics.

 COMPETENCY 4: PURCHASING AND BUSINESS FUNCTIONS

Goal: To direct, manage, and monitor all purchasing programs and supervise support services.

Activities:	I will participate in college or university coursework, CEU experiences, and/or EOA options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 1. bidding and purchasing procedures.
 2. collective bargaining and labor relations.  3. food services.
 4. fringe benefits (type, enrollment, claims).  5. payroll (processing, distribution, reports).  6. personnel contracts and salary schedules.
 7. purchasing, supply management, and inventory.  8. transportation.

 COMPETENCY 5: LEGAL/LEGISLATIVE ISSUES

Goal: To administer fiscal affairs of the district in accordance with statutory responsibilities, legislative mandates, and board policy.
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Appendix J Form #2 (TR) Revised: 7/1/17

Activities:	I will participate in college or university coursework, CEU experiences, and/or EOA options that provide opportunities to increase my knowledge and skills so I may become more proficient in the following areas of concentration:

 1. bonding (short- and long-term)  2. fiscal certificates
 3. FMLA, ADA, FLSA, Workers’ Compensation  4. legal notices
 5. real estate
 6. school law and Ohio compliance functions  7. tax analysis

■	I certify that the informational items and responses provided in this IPDP are true and accurate to the best of my knowledge.

_______________________________ Signature

_______________________ Date

To be completed by LPDC only

	Approved as submitted on: 	

	Not approved: resubmit with revision(s) noted below by: _________________________ Date

LPDC Subcommittee Member

LPDC Subcommittee Member

LPDC Subcommittee Member

LPDC Subcommittee Member

LPDC Subcommittee Member

LPDC Subcommittee Member

Necessary revisions or comments:

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