Margaretta Local School District

Human Resources

CONTACT INFORMATION

Mrs. Diane Keegan, Treasurer

[email protected]

Mrs. Ali Downing, Administrative Assistant

[email protected]

Mrs. Micki Hula, Payroll & HR

[email protected]

Mrs. Melissa Vassallo, Accounts Payable/Purchasing

[email protected]

ALL Accounts Payable requests must be sent to:

[email protected]

(419) 684-5322

305 S. Washington St.

Castalia, OH 44824

PURCHASE REQUESTS

Purchase Request Process

MISCELLANEOUS FORMS

New Hire Forms - Classified

New Hire Forms - Certified

New Hire Insurance Forms

COBRA Guide

FMLA Information

Background Check Form

Complaints of Sexual Harassment MLSD Form

Student Accident Report Form

Employee Indicent/Accident Report

Statement of Witness to Accident

Supervisor's Investigation Report

EXPENSE FORMS

2024 Mileage Reimbursement (Excel)

Latest $0.67 Mileage Reimbursement- Effective 1/1/2024

2024 Expense Voucher (Excel)

Latest $0.67 Mileage Reimbursement- Effective 1/1/2024

2023 Mileage Reimbursement (Excel)

$0.655 Mileage Reimbursement- Effective 1/1/2023-12/31/2023

2023 Expense Voucher (Excel)

$0.655 Mileage Reimbursement- Effective 1/1/2023-12/31/2023

CONTRACTS

OAPSE Full Contract 7/1/2021-6/30/2024

MTA Full Contract 9/1/2023-8/31/2024

PAYROLL

Direct Deposit Authorization Form

*NEW* Supplemental Contract Completion Form

Ohio Withholding Exemption IT4 Form

Federal Tax W-4 Form

Open Service Timesheet

Teacher Substitution Payroll Form

Tutoring Time Sheet

Professional Leave Request

Employee Kiosk

Employee Kiosk Link

Kiosk Time Off Conversion - updated

EMPLOYMENT APPLICATIONS

Professional Certified Application

Classified Application

School Bus Driver

Coaching/Supplemental

Summer Help

HEALTH INSURANCE

HESE New Hire/Enrollment Change Form

Spousal COB Questionnaire

Dependent Coverage of Adult Children - FAQs

HEALTH INSURANCE LINK

HESE Insurance Link

LIFE INSURANCE

Employer Paid Life Insurance Beneficiary Fillable Form with Policy Number

Beneficiary Claims Tips

VSP Vision Insurance

VSP Vision Insurance Enrollment Form

FUNDRAISING

Fundraising Project Potential

Student Activity Fund - Statement of Purpose

LOCAL PROFESSIONAL DEVELOPMENT COMMITTEE (LPDC)

Professional Development Reimbursement Application

(white)

Activity Log

(yellow)

Activity Verfication Form - Group 3 & 4 Activities

(white)

Collaborative/Committee Work/Independent Activity/Project Proposal

(salmon)

Coursework/Workshop Proposal

(blue)

Final Requirement Checklist

(pink)

Individual Professional Development Plan

(green)

LPDC Guidelines (revised 2016)

OAPSE FORMS

Classified Grievance Form

RECORDS

Margaretta Records Retention Schedule

RC-1 Instructions for Application for One-Time Disposal

RC-2 Instructions for Schedule of Records Retention and Disposition

RC-3 Certificate of Records Disposal Instructions

Records Inventory Form

RC-1/RC-2 Approval Process Flow Chart

RC-3 Disposal Process Flow Chart

SECTION 125 PLAN

https://americanfidelity.com/support/videos/

Joel Shireman
Executive Account Manager
Ohio Branch Office
513-701-3171 / 877-518-2337 x2754 Office
844-565-2235 Fax

Joe Braun

Account Manager

[email protected]

877-518-2337 513-701-3171

American Fidelity Assurance Company
7132 Office Park Drive
West Chester, OH 45069

American Fidelity Assurance Company

DEFERRED COMPENSATION PLAN

Regina "Reggi" Tomek, CRPC, Financial Advisor

Voya Financial

6450 Rockside Woods Blvd - South, Suite 100

Independence, OH 44131

Office: 216-447-3789

Toll Free: 800-552-2181 Ext. 4023789

Cell: 216-401-6773

Fax: 216-447-9486

Email: [email protected]

Do you have one of these providers?

Margaretta Schools Provider List

Please use our administrator Plan With Ease to help mange your accounts:

Plan Sponsor Information and Assistance

Participant Welcome Guide

Mileage Only Expense Report Form at $0.67 mileage rate effective 1-1-2024