Mountain View School District - Handbook and Forms

Handbook and Forms

The Fiscal Services Handbook has been updated. We highly recommend you look through the handbook as it contains clear procedures for the various fiscal activities you perform regularly. Additionally, the forms mentioned in the handbook contain direct links to the actual form, many of which have been revised to a fillable PDF format.

Our goal is to update the handbook regularly. If you find an error or have any ideas on sections we should add, please email Leticia Alfaro at lalfaro@mtviewschools.net.

We hope you find the new handbook useful in your daily work.

Handbook - Fiscal Services Manual (Rev. 12/2024)

Appendix 1 - A2A Welcome Packet (Application Basic Training)

Appendix 2 - Absence Verification Form

Appendix 3 - ASB Check Requisition Reimbursement Form

Appendix 4 - ASB Fundraiser Application

Appendix 5 - ASB Purchase Requisition Form

Appendix 6 - ASB Receipts to Cash Reconciliation Form

Appendix 7 - ASB Revenue Potential Form

Appendix 8 - Class Wallet User Allocation Form

Appendix 9 - Conference/Substitute Request Form (sample)

Appendix 10 - Conference Reimbursement Form (2025)

Appendix 10 - Conference Reimbursement Form (2026)

Appendix 11 - Conference Reimbursement Form (sample)

Appendix 12 - Disposal of Fixed Assets Form (sample)

Appendix 13 - Federal Selected Items of Cost

Appendix 14 - Food Services Field Trip Lunch Request Form (sample)

Appendix 15 - Gift Card Request Form

Appendix 16 - Independent Contractor Service Agreement (sample)

Appendix 17 - Inventory Control Form (sample)

Appendix 18 - Inventory Control Sheet (examples)

Appendix 19 - Inventory Transfer Form (sample)

Appendix 20 - Mileage Reimbursement Claim Form (2025)

Appendix 20 - Mileage Reimbursement Claim Form (2025): No Odometer Calculation

Appendix 20 - Mileage Reimbursement Claim Form (2026)

Appendix 20 - Mileage Reimbursement Claim Form (2026): No Odometer Calculation

Appendix 21 - Out of Pocket Reimbursement Form

Appendix 22 - Petty Cash Reconciliation Form

Appendix 23 - Public Contract Code Section 20111

Appendix 24 - Receipts to Cash Reconciliation Form

Appendix 25 - Request to Establish Petty Cash Form

Appendix 26 - Semi-Annual Certification Form (sample)

Appendix 27 - Smarte Finance Online Warehouse Requisitions Manual

Appendix 28 - Smarte Finance Online Purchase Requisitions Manual

Appendix 29 - Smarte HR Online Requisition Manual

Appendix 30 - Smartetools User Approval Form

Appendix 31 - Transportation/Field Trip Request Form (sample)

Appendix 32 - W-9 Form