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 2013 AuditRevised December 2013
Audit—2013 Tool Kit for BSA AuditRevised March 2014
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
Council Office Procedures
Council Stewardship Policies
Executive Board Self-AssessmentRevised March 2014 (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 Council Executive BoardRevised March 2014
Fiscal Management Procedures for Stewardship
Fiscal Policies and Procedures for BSA UnitsRevised August 2013
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 990Revised May 2013
Significant Changes to IRS Form 990 2013Updated February 2014
Planned Budgeting #80-236
Presentation: Fringe Benefits: Employer-Provided Vehicles and Group-Term Life Insurance - Uploaded April 2014
Position Descriptions
Record Camp Card Transactions—PeopleSoft
Record Product Sales in General Ledger
Sample General Ledger ReportsUpdated March 2014
Stewardship Responsibilities of Local Councils
Time Study Forms
Unit Budget Plan—Updated September 2010