Board Agenda Item Checklist

Board Agenda Item Checklist

• Bullets are informational

       _____ Blanks are tasks to be completed

Initial Steps

_____ Complete a BAI Template-General or BAI Template-Grant

• Use BAI Format as guide

Review

_____ Complete BAI Routing Sheet

_____ Route to reviewers

• Must be reviewed prior to submission by administrators:
  • School-based activities reviewed by principal
  • Department activities reviewed by budget administrator or department supervisor
  • Contracts reviewed by purchasing manager

Notify Board Secretary

_____ Email a copy of all supporting documentation to the board secretary

• Use Template-supporting documentation as a guide
• Placeholder in agenda
• Know to watch for final paperwork

Submit

At least 11 days before the board meeting

_____ Submit final reviewed paperwork to the board secretary

See Board Agenda Item procedures for full details and steps.