Fiscal Documents

Fiscal Management Documents

Accountable Plan Template
Audit—Audit Committee Guidebook
Audit—Audit Committee Matrix—PowerPoint Presentation
Audit—Audit Committee Matrix—Slides and teaching notes
Audit—Audit Referral Programupdated January 4, 2018
Audit—Local Council Guide to the 2017 Auditupdated March 26, 2018
Audit—Local Council Audit Toolkit 2017 – updated April 3, 2018
Audit—Local Council Guide to the 2016 Audit

Audit—Local Council Audit Toolkit 2016
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 Member Care)
FASB Accounting Changes and the BSA – new for 2018
Fiduciary Responsibilities of the Council Executive BoardRevised March 2014
Fiscal Management Procedures for Stewardship
Fiscal Policies and Procedures for BSA UnitsRevised March 2015.
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
Local Council Guide to the 2017 IRS Form 990Revised April 2018 
New York Conflict of Interest PolicyUpdated March 2014
New York Conflict of Interest PolicyMarch 2014
Records Retention PolicyUpdated 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