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?4 99 <br />INITIAL DATA REQUEST LIST <br />Lee County School System <br />Financial Review <br />Where possible, electronic formats are preferred <br />Financial <br />Item # <br />1 <br />Review <br />General Items <br />Central Office Telephone /E -mail Directory. <br />Notes <br />2 <br />School Board Policy and Administrative Procedures <br />Manuals. <br />3 <br />Benefits Rate for personnel (percentage figure). <br />4 <br />Detailed district organizational charts for current year and <br />past two years for all major central office functional areas. <br />5 <br />Excel file that includes listing of all non - teaching staff, <br />including position title, salary, full- or part-time, contract <br />length (10 months, 12 months, etc.) and work location. <br />6 <br />Job descriptions for all employees. <br />7 <br />Salaries for all employees. <br />8 <br />List of the district's legal expenses for the past three years. <br />9 <br />District Strategic Plan. <br />10 <br />11 <br />Total student enrollment for each of the last three years by <br />school. <br />Finance Items <br />Detailed budget information by functional area for the last <br />three years. <br />12 <br />Annual budget presented to the school board for last two <br />years. <br />13 <br />Annual expenditure reports for the last two years. <br />14 <br />Guidelines for development of the annual budget. <br />15 <br />Audited Annual Final Report for last two years. <br />16 <br />Management letters for the last two years. <br />17 <br />Monthly or quarterly financial reports presented to school <br />board. <br />18 <br />End of month bank statement, reconciliation, and <br />investments for each account for the months of October, <br />January, and June for last year. <br />19 <br />Lee County School System's accounting manual. <br />20 <br />Internal audit plan and procedures. <br />Evergreen Solutions, LLC <br />Page i of 4 <br />