Fiscal Documents

Fiscal Management Documents

Accountable Plan TemplateNEW
Audit—Audit Committee Guidebook
Audit—Audit Committee Matrix—PowerPoint Presentation
Audit—Audit Committee Matrix—Slides and teaching notes
Audit—BDO Seidman Audit Engagement
Audit—Local Council Guide to the 2012 Audit
Audit—2012 Tool Kit for BSA Audit
Audit—2012 Sample Notes to Financial Statements—Miscrosoft Word Format
Audit—To Request an SSAE16 report from Mercury Pay, complete and send this NDA
Auditors Questionnaire December 2011 Defined Benefit Plan
CAP Year-End Inventory Checker—November 2012
Council Office Procedures
Council Stewardship Policies
Executive Board Self-Assessment—this does not qualify for JTE. To find the Board Assessment for JTE, contact Stan Willey
General Ledger User's Guide
Fiduciary Responsibilities of the Executive Board
Fiscal Management Procedures for Stewardship
Fiscal Policies and Procedures for BSA Units
Form2012 Laser 1099 
Interpreting Financial Statements
IRR Calculator—this Excel worksheet will help you calculate your council's Intravest Rate of Return
Life Insurance Imputed Calculation
Local Council Guide to the 2012 IRS Form 990NEW 3-14-13
Planned Budgeting #80-236
Position Descriptions
Record Camp Card Transactions—PeopleSoft
Record Camp Card Transactions—ScoutNET
Record Product Sales in General Ledger
Stewardship Responsibilities of Local Councils
Time Study Forms
Unit Budget Plan—Updated September 2010 

Year-End Procedures (ScoutNET) Listed Below—Updated October 2012