Activity Funds
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General Information
- Responsibility for Activity Funds
- Auditing of Activity Fund Records
- Fixed Assets Purchased with Student Activity Funds
- Special Activity Accounts
- Staff Meals (Campus Activity Funds)
- Staff Appreciation Meals
- Staff and Student Incentive Awards
- UIL Awards
- Scholastic Book Fair Procedures
- Classes of Activity Funds Operations
- Allowable/Prohibited Uses of Funds
- Student Activity Funds vs. Outside Organizations
- Cash Management
- Deposit of Funds
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Payment From Funds
- Purchasing Policies
- Purchase Order Procedures - 461 Campus Activity
- Check Request Procedures – Campus Activity Funds (461)
- Check Request Procedures – Student Activity Funds (865)
- Employee Travel
- Student Travel
- Payments to Employees for Services
- Payments for Contracted Services
- Scholarships
- Reimbursements
- Refunds
- District Charge Cards
- Procedures for District Charge Card Purchases
- Check Processing
- Voiding Checks
- Transfer Between Accounts
- Police Officer and Game Worker Pay
- Contract and Service Agreements
- Conflict of Interest
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Fundraisers
- Acceptable Fundraising Activities
- Prohibited Fundraising Activities
- Sponsor Fundraising Instructions
- Cash Receipts
- Disbursements
- Crowd Funding/ Online Fundraising/ Pay Pal
- Change for Fundraisers
- General Admission Events
- Basketball Games
- Meets Held at the Campus
- Food Fundraisers
- Service Projects/ Charity Fundraisers
- Fundraising Parameters
- Reporting Loss/ Theft
- Sales Tax
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Responsibility of Sponsors
- Required Sponsor Forms/E-Course
- Cash Receipts
- Disbursements
- Fundraising Approval Form
- Fundraising Financial Report
- Monitoring Account Balances
- End of Year Responsibilities
- The Do’s and Don’ts of Being a Sponsor
- Being an Effective Sponsor
- Follow these suggested steps for organizing and record keeping for your club
- Student Activity Club Guidelines
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Bookkeeper Responsibilities
- Required Forms/E-Course
- Monthly Report of Account Transactions
- Negative Balances
- Dormant Accounts
- Fundraising Approval Form (SAF-112) - Eduphoria
- Fundraising Calendar
- Fundraising Financial Report (SAF-114) - Eduphoria
- Safeguarding Supplies
- Activity Fund Bookkeeper Checklist (SAF-119)
- Yearly Procedures: Beginning of the School Year
- Yearly Procedures: End of Year Sponsor Checkout
- Training New Student Activity Club Sponsors
- Records
- Previous Years
- My School Bucks (MSB)
- Hometown Ticketing (HTT)
- Training and Activity Fund Resources
- Manuals
- Forms
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- All staff and student incentive awards must meet local, state, and federal guidelines, including the IRS Guidelines.
- Incentive – Refers to a “reward” for performing an activity, achieving a milestone, or some other form of recognition.
- Campus Activity Fund (Fund 461) may be used to purchase “allowable” staff and student incentives.
- Student Activity Fund (Fund 865) can be used to purchase any reasonable student incentive. Although these funds belong to the respective student group, all purchases shall be approved by the student group treasurer, sponsor and campus principal, as appropriate. When considering incentives, make certain that every student has the opportunity and an equal chance to earn the reward.
- Student incentives shall not violate any UIL rules or any state guidelines.
- When considering staff incentives, make certain that every staff member has an opportunity to receive the reward.
- Meals for staff appreciation must be a recognized event by the District. Such meals should be provided on school premises. Abuse of appreciation meals will not be tolerated. Meals provided to staff during meetings and professional development events are not considered an incentive or award.
- Daily refreshments such as coffee for staff should be provided by the staff.
- NOTE - District Employees: No cash, clothing (shirts, shoes, hats, socks, etc.) loans, payment of personal living expenses (Utility bills, groceries, medical bills, etc.) can be purchased for District employees. IRS law requires that the cost of these items be included on an employee’s W-2, therefore, these items are not allowed.
STAFF INCENTIVES:
Campus Activity
Student Activity
Incentive Types
Description
Allowable
Allowable
Items defined as minimal in value – bulk items
Flash drives, ribbons, certificates, cups, other bulk items
Limit to $15.00 per item
Allowed
Not Allowed
Gift Cards
Cards with a pre-set dollar limit to be spent at the recipient’s discretion
Not Allowed
Not Allowed
Gifts or items that appear to be gifts
Birthday or other holiday gifts, flowers, candy, etc.
Not Allowed
Not Allowed
Food considered to be a meal as recognition such as Teacher Appreciation, morale boosting
Jason’s Deli, Pizza, catered meals, any food brought in for staff that is considered a meal – Refer to the district’s Travel Policy
Allowed
Not Allowed
Longevity or service award
Service pins, certificates, ribbons, other non-cash award –
Limit to $25.00 per item
Allowed
Not Allowed
Retirement Awards
Plaque, service pin, or other non-cash award Limited to $50.00 per person
Allowed
Not Allowed
Other Incentives
Small trophies, plaques, desk accessories, other non-bulk items
Limit to $25.00 per item
Allowed
Not Allowed
STUDENT INCENTIVES:
Campus Activity
Student Activity
Incentive Types
Description
Allowable
Allowable
Items defined as minimal in value – bulk items
Flash drives, ribbons, certificates, cups, other bulk items
Limit to $15.00 per item
Allowed
Allowed
Gift Cards
Cards with a pre-set dollar limit to be spent at the recipient’s discretion
Not Allowed
Not Allowed
Gifts or items that appear to be gifts
Birthday or other holiday gifts, flowers, candy, etc.
Not Allowed
Not Allowed
Food considered as a snack
Cookies, pretzels, nachos, chips, ice cream, water, sports drinks or snacks from the Child Nutrition Dept.
Allowed
Allowed
Food considered to be a meal as recognition such a student morale, Senior events, banquets
Jason’s Deli, Pizza, catered meals, any food that is considered a meal
Refer to the district’s Travel Policy
Allowed
Allowed
Electronics
Game consoles, laptop computers, printers, digital cameras, DVD players, IPod, IPad, phones or calculators
Not Allowed
Not Allowed
Other Incentives
Small trophies, plaques, desk accessories, other non-bulk items
Limit to $25.00 per item
Allowed
Allowed