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Home My WebLink AboutNon-Profit Timeline.pdfNONPROFITTIMELINE September MUNIS ConsultwithTylerTechnologiesonbestapproachtonew entityandhistoricaldata. Setupnewentitydatabase October IRS/TAXINGAUTHORITIES 501(c)3approval EmployerIDnumber Statetaxexemptnumber MUNIS Copy/establishchartofaccounts Determineifplanningtousepurchasingmodule Determinecheckformatsforpayablesandpayroll PAYROLL Munisset-upforpayrollprocesses Trainingandsettinguptaxesandnewcodes BENEFITS FinalratesandproposalsgiventoGroup DecidewhichGroupHealthPlan RECRUITMENT Startrecruitmentprocessfortoplevelmanagement (10day posting) Startinterviewingstafffortoplevelmanagementposition OMHSAS/ODP/OCDELNOTIFICATION RequesttoStatedepartmentsfortransferofMAnumbers November BANKING Openbankaccount(s) Ordercheckstock - PayablesandPayroll MUNIS Setupvendorfiles LASERFICHE Setupseparatedatabase A/Pvouchers A/Pchecks Personnelfiles PAYROLL Purchaseadditionalneededequipment BENEFITS AllchangestoinsuranceCarriers Finishuppaperwork HoldOpenenrollmentSessions for2weeks 401K Instillationofanewretirementplan RECRUITMENT Startrecruitmentprocessforremainingstaff (10day posting) SCSC SubmitfurloughlettertoDPWforreview/approval RISK Noticetoemployeesofchangeofcoverageandservices OMHSAS/ODP/OCDELNOTIFICATION LetterandinfosenttoState, pertheirrequest NewMAnumbersfromthestate December MUNIS Setupemployee/payrollfiles Establishbudgetsfortheprograms (JanuarythroughJune) Trainoncuttingpayablechecks Trainoncuttingpayrollchecks / directdeposit PAYROLL ProcessSeverancePackage BENEFITS InputinformationintoMunis FMLA SendoutRecertificationnoticestoemployees RECRUITMENT Startinterviewingstaffforthenewentity SCSC Givenoticetoemployees (giveasmuchnoticeaspossible, only10daysrequired) OMHSAS/ODP/OCDELNOTIFICATION ODPneedstotransferourAEfromtheCountytothenon-profit minimumoftwomonthsafterthe501c3issetupANDan officialdate (thatcannotbechanged) isset 2013 MUNIS Trainonissuing1099s TrainonissuingW-2s