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—Audit Referral ProgramNEW
Audit—Local Council Guide to the 2016 Auditnew on January 3, 2017
Audit—Local Council Audit Toolkit 2016
Audit—Local Council Guide to the 2015 Auditupdated May 2016 for audit submittal date
Audit—Local Council Audit Toolkit 2015updated February 2016 for audit submittal date
Audit—2012 Sample Notes to Financial Statements—Miscrosoft Word Format
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 )
Fiduciary Responsibilities of the Council Executive BoardRevised March 2014
Fiscal Management Procedures for Stewardship
Fiscal Policies and Procedures for BSA UnitsRevised March 2015.
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 Accounting Manual - new
Local Council Guide to the 2012 IRS Form 990Revised May 2013
New York Conflict of Interest PolicyUpdated March 2014
New York Conflict of Interest PolicyMarch 2014
Records Retention Policy- Updated January 2016
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