Presentation is loading. Please wait.

Presentation is loading. Please wait.

Student activity business Symposium Donna ISD

Published byOpal Melton Modified over 6 years ago

Similar presentations

Presentation on theme: "Student activity business Symposium Donna ISD"— Presentation transcript:

1 Student activity business Symposium Donna ISD 2014-2015
By: Angela Pena Accountant

2 STUDENT ACTIVITY FUND PURPOSE:
KEY POINTS STUDENT ACTIVITY FUND PURPOSE: Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives To properly account for monies raised by students. Student Activity Funds (SAF) are funds accumulated from the collection of student fees and school-approved money raising activities. Activity funds are used to promote the general welfare of the school and the educational development and morale of all students. All funds collected by District personnel from students are to be administered through the SAF accounts. Funds received for a specific function shall be distributed only for that function. Disbursements Inter-Fund Transfers

3 KEY POINTS FUNDRAISERS: Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Complete updated district fundraising activity form and attain proper approval Newly Updated Items: Add vendor information If they are a current DISD vendor, indicate the vendor # If they are a new vendor, ensure that they are added to the system prior to submitting fundraiser approval Accurately estimate net profit and sign and date (Attachment A) Attain approval from the accounting department for fundraisers exceeding $1,000 Raffles are not allowed Only 3 fundraisers per school year Disbursements Inter-Fund Transfers

4 CLUB MONIES: Monies collected should be deposited daily
KEY POINTS CLUB MONIES: Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Monies collected should be deposited daily Tamper proof bags (separate accordingly: cash, checks & deposit slips, coins) Dual verification required Detailed description as to the source/purpose of the monies Proper account coding Ex: Accelerated Reader monies: library account Disbursements Inter-Fund Transfers

5 REQUISITIONS: DOCUMENTS
KEY POINTS REQUISITIONS: DOCUMENTS Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Ensure proper account coding Sufficient funds available Complete and accurate supporting documents Travel Approval Forms Quotes Check Request Student Rosters Campus Improvement Plan Proper planning (2-3 weeks in advance) prior to travel/event date Disbursements Inter-Fund Transfers

6 REQUISITIONS: MEALS Student Meals Teacher Meals KEY POINTS
Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Student Meals $7.00 or less No supplementing allowed Teacher Meals Staff is to go on a reimbursement basis $46 per day Provide receipts to accounts payable Disbursements Inter-Fund Transfers

7 REQUISITIONS: INCENTIVES
KEY POINTS REQUISITIONS: INCENTIVES Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Students $25 or less per UIL guidelines If incentives exceed the $25 maximum, approval from the Chief Academic Officer is required. Gift cards may not be given to businesses that sell alcohol or tobacco Disbursements Inter-Fund Transfers Staff Basket $25 or less Shirt $18 or less Miscellaneous $12 or less One of each of the above per person

8 DISBERSMENTS: KEY POINTS Activity Fund purpose Fundraisers
Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Purchase orders are required prior to purchasing/ordering any items. Check runs are on Wednesdays only. Checks will be distributed on Thursdays. Please allow adequate time when planning activities to account for processing time. (minimum of 2 weeks in advance) Disbursements Inter-Fund Transfers

9 INTER-FUND TRANSFERS:
KEY POINTS INTER-FUND TRANSFERS: Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Ensure: proper account coding Sufficient funds available transfers are done in a timely manner in order to reflect your most up to date fund balances in TEAMS. Disbursements Inter-Fund Transfers

10 KEY POINTS Activity Fund purpose Fundraisers Proper approval Club Monies Daily deposits Requisitions Supporting documents Student/Staff Meals Incentives Thank you for your time. This presentation and the updated Student Activity Manual for can be found online at Disbursements Inter-Fund Transfers

Download ppt "Student activity business Symposium Donna ISD"

Similar presentations

Sales Project Reports (Student Activity Reports) Activity Purpose Statement and Budget Sales Project Report for Distribution Purchase Request Form CPS.

Sales Project Reports (Student Activity Reports) Activity Purpose Statement and Budget Sales Project Report for Distribution Purchase Request Form CPS.
Account Sponsor Training

Account Sponsor Training
Student Organizations. General Information  All student organizations are issued a unique fund code by the Business Office. The fund code is required.

Student Organizations. General Information  All student organizations are issued a unique fund code by the Business Office. The fund code is required.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept. 2012 1.

CLUB SPONSOR PROCEDURE MANUAL Revised Sept
SCHOOL ACTIVITY FUNDS Fundraisers. Fundraisers  Prior to engaging in fundraising, the sponsor should file a Fundraiser Approval Form (FAF) (Form #6)

SCHOOL ACTIVITY FUNDS Fundraisers. Fundraisers  Prior to engaging in fundraising, the sponsor should file a Fundraiser Approval Form (FAF) (Form #6)
Other Items for Consideration. Cash Change Funds The library board may permit any of its officers or employees having a duty to collect cash revenues.

Other Items for Consideration. Cash Change Funds The library board may permit any of its officers or employees having a duty to collect cash revenues.
Activity Fund Account Sponsor Training. Student Activity Funds Student activity funds belong to the students. These funds are generated through fundraising.

Activity Fund Account Sponsor Training. Student Activity Funds Student activity funds belong to the students. These funds are generated through fundraising.
Fall 2011 1. What are Student Activities? ARS defines student activities as student clubs, organizations, school plays or other student entertainment.

Fall What are Student Activities? ARS defines student activities as student clubs, organizations, school plays or other student entertainment.
SCHOOL ACTIVITY FUNDS Stacey Ashy, School Accounting Auditor & Internal Control Officer Stephanie LaBorde, School Funds Accountant Claudia Wallace, School.

SCHOOL ACTIVITY FUNDS Stacey Ashy, School Accounting Auditor & Internal Control Officer Stephanie LaBorde, School Funds Accountant Claudia Wallace, School.
Student Activity Training FY15-16 Prepared by: HCISD Accounting Department.

Student Activity Training FY15-16 Prepared by: HCISD Accounting Department.
THIS IS With Your Host… 100 200 300 400 500 Receipts Fundraisers Disbursements Allowed or Disallowed Wildcard Boosters Redbook Jeopardy 100.

THIS IS With Your Host… Receipts Fundraisers Disbursements Allowed or Disallowed Wildcard Boosters Redbook Jeopardy 100.
Requisition Training March 26, 2009 RAYMONDVILLE ISD.

Requisition Training March 26, 2009 RAYMONDVILLE ISD.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept. 2014 1.

CLUB SPONSOR PROCEDURE MANUAL Revised Sept
Best Council, BSA Council Training Syllabus 1 Financial Management For Council Events & Activities.

Best Council, BSA Council Training Syllabus 1 Financial Management For Council Events & Activities.
CAMPUS AND STUDENT ACTIVITY FUNDS Presented by: Internal Audit Department Elizabeth G. Henry, Auditor Angelica R. Salinas, Staff Auditor Roxanna R. Pedraza,

CAMPUS AND STUDENT ACTIVITY FUNDS Presented by: Internal Audit Department Elizabeth G. Henry, Auditor Angelica R. Salinas, Staff Auditor Roxanna R. Pedraza,
Administrators Academy What you need to know... Accounts Payable & Student Activity Presented by: Stephanie De Los Santos, Accounting Coordinator August.

Administrators Academy What you need to know... Accounts Payable & Student Activity Presented by: Stephanie De Los Santos, Accounting Coordinator August.
STUDENT CLUB SPONSOR TRAINING Presented by: Nancy Saldana, Rosa Rodriguez and Margarita Vargas FINANCE Department September 10, 2014.

STUDENT CLUB SPONSOR TRAINING Presented by: Nancy Saldana, Rosa Rodriguez and Margarita Vargas FINANCE Department September 10, 2014.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept. 2015 1.

CLUB SPONSOR PROCEDURE MANUAL Revised Sept
Student Activity Funds Procedures and Findings MGFOA October 22, 2015 Melanson Heath Certified Public Accountants John J. Sullivan, CFE.

Student Activity Funds Procedures and Findings MGFOA October 22, 2015 Melanson Heath Certified Public Accountants John J. Sullivan, CFE.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept. 2013 1.

CLUB SPONSOR PROCEDURE MANUAL Revised Sept

Similar presentations

Ads by Google