1. Examining the chart of accounts and documenting deviations from the state-mandated dimensions, values, etc.

2. Identifying or removing unused vendors

3. Identifying leave codes, their accrual rates, and maximum amounts

4. Obtaining calendars and salary schedules for the go-live school year

5. Obtaining district tax ID numbers and ACH information

6. Reviewing deduction/benefit codes for old or unused ones, obtaining new year’s rates (if applicable)