Engage legal counsel to review and amend, as necessary, the articles of organization, by-laws, and/or other governing N/A documents of the Brooke School Foundation to reflect the charter consolidation FINANCE Engage independent auditor to advise on any necessary Upon actions to consolidate financial accounting, including the N/A COO April 2016 Approval general ledger and chart of accounts. Review fiscal policies and procedures manual, and revise to Upon reflect charter consolidation and any other necessary N/A COO April 2016 Approval changes Notify primary banking institution, review bank accounts and Upon N/A COO March 2016 make any necessary changes Approval Assess purchasing system and procedures, identify September improvements and protocols for engaging vendors at each N/A COO April 2016 2015 campus and network-wide Review all current and future potential contracts and September agreements with external vendors to identify possible N/A COO April 2016 2015 economies of scale to be achieved Direct HR & Finance Mgr. to notify vendors and contractors Upon N/A COO June 2016 regarding the consolidation, as needed Approval Consult with insurance broker to identify any necessary Upon revisions that may be required to existing and future N/A COO June 2016 Approval insurance policies Notify lenders and related financial institutions/organizations of the charter consolidation; consult with legal counsel Upon N/A COO June 2016 regarding any necessary changes to financing instruments, Approval loans, or operating agreements Consult with DESE to make any necessary changes, or Assoc. Upon prepare for future alignment, of federal pass-through grants N/A Dir. Fin. May 2016 Approval (including, I, Title IIA, Grant 240 SPED) & Ops. RESOURCES Assoc. Consult with payroll provider and make necessary Upon N/A Dir. Fin. March 2016 adjustments to reflect charter consolidation Approval & Ops. Consult with Massachusetts Teachers’ Retirement System Assoc. Upon (MTRS) to identify and implement any necessary steps to N/A Dir. Fin. 2016 Approval reflect charter consolidation & Ops. Update the Handbook and other Human Resource Upon documents to reflect language consistent with the charter N/A COO March 2016 Approval consolidation Coordinate with HR consultant to notify benefits providers of Upon the charter consolidation, and make any necessary N/A COO March 2016 Approval modifications to agreements or processes STUDENT ENROLLMENT AND RECRUITMENT
Engage legal counsel to review and amend, as necessary, the articles of organization, by-laws, and/or other governing documents of the Brooke School Foundation to reflect the charter consolidation N/A FINANCE Engage independent auditor to advise on any necessary actions to consolidate financial accounting, including the general ledger and chart of accounts. N/A COO Upon Approval April 2016 Review fiscal policies and procedures manual, and revise to reflect charter consolidation and any other necessary changes N/A COO Upon Approval April 2016 Notify primary banking institution, review bank accounts and make any necessary changes N/A COO Upon Approval March 2016 Assess purchasing system and procedures, identify improvements and protocols for engaging vendors at each campus and network-wide N/A COO September 2015 April 2016 Review all current and future potential contracts and agreements with external vendors to identify possible economies of scale to be achieved N/A COO September 2015 April 2016 Direct HR & Finance Mgr. to notify vendors and contractors regarding the consolidation, as needed N/A COO Upon Approval June 2016 Consult with insurance broker to identify any necessary revisions that may be required to existing and future insurance policies N/A COO Upon Approval June 2016 Notify lenders and related financial institutions/organizations of the charter consolidation; consult with legal counsel regarding any necessary changes to financing instruments, loans, or operating agreements N/A COO Upon Approval June 2016 Consult with DESE to make any necessary changes, or prepare for future alignment, of federal pass-through grants (including, I, Title IIA, Grant 240 SPED) N/A Assoc. Dir. Fin. & Ops. Upon Approval May 2016 RESOURCES Consult with payroll provider and make necessary adjustments to reflect charter consolidation N/A Assoc. Dir. Fin. & Ops. Upon Approval March 2016 Consult with Massachusetts Teachers’ Retirement System (MTRS) to identify and implement any necessary steps to reflect charter consolidation N/A Assoc. Dir. Fin. & Ops. Upon Approval 2016 Update the Handbook and other Human Resource documents to reflect language consistent with the charter consolidation N/A COO Upon Approval March 2016 Coordinate with HR consultant to notify benefits providers of the charter consolidation, and make any necessary modifications to agreements or processes N/A COO Upon Approval March 2016 STUDENT ENROLLMENT AND RECRUITMENT
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