Michigan School Business Officials

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The documents found on this page have been provided from a number of sources. MSBO is providing them as a service to its members. If you have a school business document that you feel would be useful to other districts and do not see it listed, please let us know. Any Word or Excel document can easily be customized for your district. You must have the free Acrobat Reader software installed on your computer in order to open PDF documents.

Activity Funds


Board Financial Reports


Business Office Operating Procedures

  • Sample I (posted with permission from Hale Area Schools)
  • Sample II (posted with permission from Ionia County ISD)

Petty Cash


Financial Reports and Information

Electronic Transactions

Fund Balance

Policies and Procedures

Spreadsheets for Budgeting and Auditing

Student-Related Policies

The following sections are under revision. If you would like any of these documents, contact Pat Korloch at pkorloch@msbo.org or 517.327.5924.

  • Application to Drive Student Vehicle on School Property
  • Cell Phone Policy
  • Student Discipline
  • Student Hazing
  • Student Policies
  • Student Records
  • Student Rights with Emancipation Affidavit
  • Student Wellness Policy I
  • Student Wellness Policy II
  • Student Worksite Agreement


  • Advertising Guidelines
  • Agreement for Collection of Summer School Property Taxes
  • Aide Hours Expenditure
  • At-Risk Estimate Calculator
  • Athletic Pay-to-Participate Fee Schedule I
  • Athletic Pay-to-Participate Fee Schedule III (with Fee Waiver Form)
  • Athletic Pay-to-Participate Fee Schedule IV
  • Benefit Cost Chargeback Language
  • Campaign Do's and Don't's
  • Cell Phone Agreement I
  • Cell Phone Agreement II
  • Cell Phone Agreement III
  • Committee Meeting Minutes
  • Confidentiality Agreement
  • Consent for Student to Participate in Survey, Analysis or Evaluation
  • Cost Report for Cooperative Education
  • Cost Report for Special Education
  • Cost Report for Vocational Education
  • CEPI Current Forms with Due Dates
  • Donation Receipt I (Form)
  • Donation Receipt II (Letter)
  • Donation Receipt III (Letter)
  • Donation Receipt IV (Letter)
  • Dual High School Enrollment Worksheet I
  • Dual High School Enrollment Worksheet II
  • Dual High School Enrollment Worksheet III
  • Ethics
  • Evaluation of Board Effectiveness
  • Event Reconciliation
  • Gifts to and from Staff
  • Lawful Expenditures
  • Millage Proposal at a Glance I
  • Millage Proposal at a Glance II
  • Millage Proposal Press Release, Election Info, At a Glance, & Superintendent Letter
  • Non-Sufficient Fund Letter
  • Notice of Special Board Meeting
  • Purchase Card Activity Log
  • Relations with Constituent Districts
  • Request for Check I
  • Request for Check II (Miscellaneous Expense/Student Fund)
  • Request for Check III (Athletic Officials)
  • Request for Check for Conference/Workshop
  • Request for Relase from Instruction Form
  • Request to Attend Conference I
  • Request to Attend Conference II (with Reimbursement Form)
  • Request to Use Copyrighted Material
  • Retirement System Rates
  • Salary Schedule - Administrator
  • Scheduled Days of Instruction I
  • Scheduled Days of Instruction II
  • School Closing Criteria
  • Special Education Classroom Hours Worksheet for DS4061
  • Staff Dress
  • Student Supervision and Welfare
  • Tax Deferred Purchase Worksheet
  • Tax Receipt Letter I
  • Tax Receipt Letter II
  • Title I, Part A, Comparability Report
  • Waiver & Release/Hold Harmless/Permission to Use Photo


Copyright 2013

Michigan School Business Officials
1001 Centennial Way - Suite 200, Lansing MI 48917
msbo@msbo.org (517) 327-5920