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If a person was limited to a single book on the subject, this volume would be the one to have. Government Finance Officers Association. The Operating Budget: a Guide for Smaller Governments This is a guidebook which takes local officials through the various steps involved in the budgeting process: policy planning, preparation, adoption, implementation and monitoring. Government Finance Officers Association. Purchasing Handbook for Local Government The handbook is designed to provide the municipal official and administrators with a "guide" to a function which is essential, but often underappreciated, governmental activity. Pennsylvania Local Government Service Center. Revenue Collection Administration: A Guide for Smaller Governments Fills a gap in the financial management literature for small local governments by discussing revenue collection practices and procedures. Its recommendations are designed to improve the efficiency and effectiveness of a small municipality's collection function. Government Finance Officers Association. Taxation Manual A good source of information on Pennsylvania local governments' tax structures and powers to impose various types of taxes. Pennsylvania Local Government Service Center. A Treasury Management Handbook for Small Cities and Other Governmental Units This guidebook details seven steps necessary to achieve the goals of maximum cash availability and yield while ensuring safety of principal. Government Finance Officers Association. Manager's Guide to Purchasing an Information System This is not a book about computers. It is a comprehensive guide to the selection process from a managerial perspective. The book is based on the premise that most of the basic decisions regarding information system acquisition are not technical decisions. They are strategic decisions and should be made by upper management. International City/County Manager=s Association. XVII-8
PERSONNEL MANAGEMENT Developing Work Procedures: A Guide for Local Governments Provides detailed instructions on how to develop an easy-to-use work procedures manual. Establishes guidelines for job skills and training, performance evaluations, job standards, planning and budgeting, and employee selection. International City/County Management Association. Disciplining Difficult Employees: Progressive Approaches Discusses the role of discipline in the workplace and presents alternatives available to a supervisor trying to correct substandard performance or behavior. International City/County Management Association. Effective Supervisory Practices: Better Results through Teamwork This popular book teaches supervisory management with special attention to motivating employees, managing change, and developing leadership skills. New chapters cover communication skills and the local government budget. Includes 58 illustrations prepared especially for this book. International City/County Management Association. Employee Recruitment Selection and Affirmative Action Policies in Local Governments Employee recruitment practices are an integral part of a personnel system. Lists recruitment methods, testing, and screening methods, characteristics that warrant special consideration of applicants, and affirmative action policies that are being used by local governments. International City/County Management Association. Hiring Municipal Employees; Employee Performance Evaluation; Employee Discipline; Job Description; Personnel Management Program; Employee Grievances; Pay and Employee Benefits A series of handbooks which briefly deal with these personnel management functions. Discussed are the Awhys@ and Ahows.@ Pennsylvania Local Government Service Center. Pay and Benefits: New Ideas for Local Government Practical, up-to-date articles on compensation-merit bonuses, pay for performance, skill-based pay, comparable worth, and job evaluation; innovative approaches to benefits, flexible benefits, employee assistance and wellness programs, retirement planning, child care, and elder care, and cost containment techniques for health care and worker's compensation. International City/County Management Association. XVII-9
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THE MUNICIPAL SECRETARY DESKTOP REF
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SOUTHWESTERN PENNSYLVANIA COMMISSIO
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THE MUNICIPAL SECRETARY’S DESKTOP
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SECTION: PAGE IX. MUNICIPAL PURCHAS
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SECTION: PAGE XV. RECORDS MANAGEMEN
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ACKNOWLEDGMENTS The Local Governmen
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PREFACE THE MUNICIPAL SECRETARY’S
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INTRODUCTION THE MUNICIPAL SECRETAR
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SECTION I RESPONSIBILITIES OF THE G
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SECTION I POLICIES TO EXPEDITE AND
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A. RESPONSIBILITIES OF THE MUNICIPA
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B. MUNICIPAL INVESTMENT POLICIES AN
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C. MUNICIPAL INTERNAL CONTROL POLIC
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D. MUNICIPAL BUDGETING Developing a
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E. CAPITAL IMPROVEMENT PROGRAMMING
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F. MUNICIPAL RISK MANAGEMENT A muni
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G. MUNICIPAL TRAINING PROGRAM If mu
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H. MUNICIPAL PURCHASING Effective a
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I. PERSONNEL RECORDS AND PERSONNEL
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J. MUNICIPAL RECORDS MANAGEMENT The
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K. MEETING AGENDA The adoption and
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MUNICIPAL HIRING POLICY For local g
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General Qualification - In order to
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___________________________ TOWNSHI
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service or product that a Preferred
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SECTION II SECRETARY'S CALENDAR REF
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SECTION II REPORTING CALENDAR Forew
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ANNUAL SECRETARY’S CALENDAR DATE
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SECTION III NETWORKING REFERENCES P
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SECTION III NETWORKING Foreword Suc
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PROFESSIONAL AFFILIATIONS This port
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PENNSYLVANIA LOCAL GOVERNMENT SECRE
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THE GOVERNMENT FINANCE OFFICERS ASS
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GOVERNMENTAL AGENCIES DIRECTORY Alt
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STATE AGENCIES AND OFFICES ATTORNEY
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STATE AGENCIES AND OFFICES (continu
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STATE AGENCIES AND OFFICES (continu
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PUBLIC EMPLOYEE RETIREMENT COMMISSI
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III-19 Revised May 2006
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District Office Contact Information
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III-30
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III-32
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Pennsylvania Regional Planning Comm
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OTHER REGIONAL ASSISTANCE (not publ
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DEPARTMENT OF PLANNING Advises coun
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III-40
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III-42
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IV-2
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IV-4
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IV-6
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THE PENNSYLVANIA MUNICIPAL TRAINING
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INTERNATIONAL CITY/COUNTY MANAGEMEN
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LOCAL GOVERNMENT ACADEMY The Local
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PENN STATE UNIVERSITY=S PENNSYLVANI
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CERTIFIED GOVERNMENTAL SECRETARY Th
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CERTIFIED BOROUGH OFFICIAL The Penn
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V-2
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V-4
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V-6
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V-8
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V-10
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V-12
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V-14
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V-16
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V-18
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V-20 Revised May 2006
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V-24
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04 SUPERVISOR 04 SUPERVISOR _______
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DCED-CLGS-19-5 Report of Elected an
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V-30
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V-32
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V-34
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V-36 Revised July 2003
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V-42
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V-46
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V-48
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V-50
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V-52
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V-54
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V-56
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V-58 Revised July 2003 Revised July
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V-62
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V-64
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V-66
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V-68
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V-70
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V-74
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V-76
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V-78
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V-82
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VI-2
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VI-4
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VI-14
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VI-14
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VI-14
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VI-14
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VI-14
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SECTION VII NON-COMPETITIVE - ENTIT
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VII-5
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VII-7
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VII-9
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VII-11
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NOTES DEPARTMENT OF COMMUNITY AND E
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SECTION VIII MUNICIPAL BUDGET REFER
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SECTION VIII MUNICIPAL BUDGET Forew
Page 239 and 240:
THE DO’S AND DON’TS OF MUNICIPA
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DO insist the real estate tax colle
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MUNICIPAL BUDGET CALENDAR OPERATING
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A BUDGET CALENDAR FOR THE SECRETARY
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Estimation of Revenues Factors to C
Page 249 and 250:
CHECKLIST EXPENDITURE DATA REQUIRED
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VIII-17
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VIII-19
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VIII-21
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VIII-23
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Borough and Township Real Estate Ta
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NOTES THE ELEMENTS OF A FEE/SERVICE
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NOTES A FEE CHECKLIST QUESTIONS AND
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ANNUAL BUDGET MESSAGE The annual bu
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REVENUE The primary revenue source
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CHART OF ACCOUNTS In most municipal
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SECTION IX MUNICIPAL PURCHASING POL
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SECTION IX MUNICIPAL PURCHASING POL
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NOTES THE PURCHASING SEQUENCE I. Ad
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VII. Purchases over $10,000: User d
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IX-9
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NOTES GENERAL BID SPECIFICATIONS 1.
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Finally, in the event of cancellati
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IX-15
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Written/Telephonic Price Quotations
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IX-19
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OFFICIAL BID NOTICE TOWNSHIP Sealed
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IX-23
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NOTES WRITING A BID ADVERTISEMENT T
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NOTES CONTRACT PURCHASING STEPS Whe
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NOTES INTERGOVERNMENTAL PURCHASING
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This program, The Local Piggyback P
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TOTAL PRICE AND F.O.B. CONTRACTS. P
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IX-35
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LIQUID FUELS TAX FUNDS REV A Accept
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PennDOT's Agility Program PennDOT h
Page 311 and 312:
IX-41 Revised May 2006
Page 313 and 314:
SECTION X MUNICIPAL PERSONNEL MANAG
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SECTION X PERSONNEL MANAGEMENT Fore
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PERSONNEL RECORDS GENERAL Employees
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FAIR LABOR STANDARDS ACT The Fair L
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RECORDS RETENTION REQUIREMENTS Comp
Page 323 and 324:
X-11
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X-13 Revised July 2003
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Employee: Department: RECORD OF EMP
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X-17
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X-19
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X-21
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X-23
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X-25
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Nondiscrimination Equal Opportunity
Page 341 and 342:
Sexual Harassment Basic Policy The
Page 343 and 344:
Sample 1 Nepotism To minimize possi
Page 345 and 346:
Accidents must be reported without
Page 347 and 348:
Grievances Small Municipality Proce
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Benefits Note: Most insurance-type
Page 351 and 352:
Personnel Policy Compendium Drug-Fr
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X-47 Revised May 2006
Page 361 and 362:
NEW HIRE PROCEDURE ALL EMPLOYEES: _
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SECTION XI MUNICIPAL INVESTMENT POL
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SECTION XI MUNICIPAL INVESTMENT POL
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THE MUNICIPAL INVESTMENT POLICY AND
Page 369 and 370:
NOTES INVESTMENT INSTRUMENTS PERMIT
Page 371 and 372:
A CASH FLOW ANALYSIS FOR INVESTMENT
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A Sample of a Municipal Cash Flow A
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PUBLIC INVESTMENT POOLS Pennsylvani
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TREASURER=S INVESTMENT POOLS There
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X-17
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X-19
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SECTION XII MUNICIPAL FINANCIAL MAN
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SECTION XII MUNICIPAL FINANCIAL MAN
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NOTES INTERNAL CONTROLS BASIC PRINC
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Sound Procedures for Authorizing, R
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2.3 Monitor compliance with interna
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10. The bank statement balance, les
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NOTES CREATING PETTY CASH/CHANGE FU
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FORM A XII-15 Revised May 2006
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NOTES FINANCIAL AND AUDIT REPORT Th
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NOTES DEPRECIATION A municipality w
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EXHIBIT A STRAIGHT LINE DEPRECIATIO
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When a jurisdiction disposes (sells
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Step One - Inventory Records This p
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XII-27
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XII-29
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NOTES FINANCIAL STATEMENTS The tota
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XII-33
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XII-35
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XII-37
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XII-39
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XII-41
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XII-43
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SECTION XIII MANAGING MUNICIPAL MEE
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SECTION XIII MEETING MANAGEMENT For
Page 431 and 432:
MEETING AGENDA* The adoption and us
Page 433 and 434:
A MODEL AGENDA* A common order of b
Page 435 and 436:
BASIC MEETING PROCEDURE 1. A member
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MEETING DO=S AND DON=TS DO create a
Page 439 and 440:
SAMPLE MINUTES Supervisors= Meeting
Page 441 and 442:
XIII-15
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Takes place the first Monday in Jan
Page 445 and 446:
THE SUNSHINE ACT The following sect
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DATE: April 12, 2005 NAME- PLEASE P
Page 449 and 450:
DISCLOSURE OF CONFLICT OF INTEREST
Page 451 and 452:
SECTION XIV MUNICIPAL RISK MANAGEME
Page 453 and 454:
SECTION XIV MUNICIPAL RISK MANAGEME
Page 455 and 456:
A Risk Management Policy for Small
Page 457 and 458:
NOTES MUNICIPAL INSURANCE * A. GENE
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MUNICIPAL INSURANCE - Pennsylvania
Page 461 and 462:
C. WORKERS= COMPENSATION Intended t
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H. PROPERTY INSURANCE 1. Protects a
Page 465 and 466:
2. Deductibles a. Review annually b
Page 467 and 468:
7. Self-insurance a. True self-insu
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INSURANCE REGISTER* Type of Coverag
Page 471 and 472:
XIV-21
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NOTES RISK MANAGEMENT* A SAFETY CHE
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NOTES STEPS TO BEGIN A BASIC RISK M
Page 477 and 478:
XIV-27
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Dear Township Resident: Recently we
Page 481 and 482:
XIV-31 Revised May 2006
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XIV-33 Revised May 2006
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SECTION XV MUNICIPAL RECORDS MANAGE
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SECTION XV MUNICIPAL RECORDS MANAGE
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XV-5
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Records Inventory Form Inventoried
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NOTES CONTROLLING AND MANAGING RECO
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(3) Improving quality. Almost any i
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i ii iii iv v vi vii Elimination of
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XV-15
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CHECKLIST FILES CONTROL Problem Too
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CHECKLIST COPY CONTROL ____________
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XV-21
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XV-23
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XV-25
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XV-27
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XV-29
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XV-31
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XV-33
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XV-35
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XV-37
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XV-39
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XV-41
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XV-43
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XV-45
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XV-47
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CHAPTER S I X GENERAL FINANCIAL AND
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XV-51
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XV-53
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XV-55
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XV-57
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XV-59
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XV-61
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XV-63
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XV-65
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XV-67
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XV-69
Page 555 and 556:
XV-71
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RESOLUTION NO. 21-2002 OPEN RECORDS
Page 559 and 560:
RECORD REQUEST DATE _______________
Page 561 and 562: MUNICIPAL RECORDS SCHEDULE RETENTIO
Page 563 and 564: APPENDIX B Example of Resolution In
Page 565 and 566: Revised May 2006 XV-81 Revised May
Page 567 and 568: Page 1 of 3 ELECTRONIC RECORDS POLI
Page 569 and 570: Page 3 of 3 b. E-mail messages shal
Page 571 and 572: RECORDS MANAGEMENT GRANTS The Penns
Page 573 and 574: SECTION XVI PENNSYLVANIA LOCAL GOVE
Page 575 and 576: SECTION XVI PENNSYLVANIA LOCAL GOVE
Page 577 and 578: PENNSYLVANIA LOCAL GOVERNMENT 1 A B
Page 579 and 580: Home Rule The Pennsylvania 1874 Con
Page 581 and 582: The borough council, the township c
Page 583 and 584: The duties of the offices of solici
Page 585 and 586: Policy and legislative powers shoul
Page 587 and 588: Municipal Authorities Municipal aut
Page 589 and 590: As voluntary associations, members
Page 591 and 592: XVI-19
Page 599 and 600: NOTES Responsibilities of a Municip
Page 601 and 602: 8. To attend all meetings of (board
Page 603 and 604: K. To make recommendations to the c
Page 605 and 606: SECTION XVII MUNICIPAL REFERENCE LI
Page 607 and 608: SECTION XVII MUNICIPAL REFERENCE LI
Page 609 and 610: Alternative Service Delivery Approa
Page 611: Cash Management for Small Governmen
Page 615 and 616: A Guide for Local Government: Prote
Page 617 and 618: Also to be published in September,
Page 619 and 620: PUBLISHING ORGANIZATIONS American A
Page 621 and 622: PENNSYLVANIA CENTER FOR LOCAL GOVER
Page 623 and 624: APPENDIX A STANDARDS FOR EFFECTIVE
Page 625 and 626: STANDARDS FOR EFFECTIVE LOCAL GOVER
Page 627 and 628: GENERAL MUNICIPAL GOVERNANCE, LEADE
Page 629 and 630: GENERAL MUNICIPAL GOVERNANCE, LEADE
Page 631 and 632: FACTOR: PROVIDING FOR COMPETENT MUN
Page 633 and 634: privately, or interfere with operat
Page 635 and 636: 8. The governing body or charter de
Page 637 and 638: 7. For issues or problems expected
Page 639 and 640: 6. The local governing body, manage
Page 641 and 642: MUNICIPAL FINANCIAL MANAGEMENT STAN
Page 643 and 644: FINANCIAL MANAGEMENT STANDARDS FOR
Page 645 and 646: Commentary The proposed capital spe
Page 647 and 648: FACTOR: REVENUE COLLECTION Standard
Page 649 and 650: FACTOR: MUNICIPAL CASH MANAGEMENT A
Page 651 and 652: Commentary At a minimum, these cont
Page 653 and 654: MUNICIPAL PERSONNEL MANAGEMENT STAN
Page 655 and 656: PERSONNEL MANAGEMENT STANDARDS FOR
Page 657 and 658: FACTOR: EMPLOYEE PRODUCTIVITY, EVAL
Page 659 and 660: 2. The municipality has written pro
Page 661 and 662: DEFINITIONS The following is a comp
Page 663 and 664:
the local government officials or a
Page 665 and 666:
credit ratings-Concerned with the c
Page 667 and 668:
errors and omissions-Type of insura
Page 669 and 670:
improvements-Those physical changes
Page 671 and 672:
mandamus-(writ of) An order compell
Page 673 and 674:
performance audit-An independent, t
Page 675 and 676:
esolution-A decision, opinion, poli
Page 677 and 678:
tax increment financing-A means to
Page 679 and 680:
LEGISLATIVE ACTS This information w
Page 681 and 682:
Pennsylvania Municipalities Plannin
Page 683 and 684:
ABBREVIATIONS The following are abb
Page 685 and 686:
INDEX - KEY WORDS Accident form, IV
Page 687 and 688:
Secretary, duties of, XVI 30; XVII
Page 689 and 690:
FUNCTIONAL INDEX BUDGET PROCESS Bud
Page 691 and 692:
GOVERNMENT OFFICES (continued) Dept
Page 693 and 694:
PURCHASING PROCESS (continued) Pigg
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