Business and Financial Services Manual

• Section 1 - General Information
  • Contact List

• Section 2 - Purchasing
  • Sole Source Affidavit
  • Conflict of Interest Form - Individuals & Vendors 
  • Conflict of Interest - Board Members 
  • EDGAR Quote Form 

• Section 3 - Budget 
  • Skyward Budget Transfers
  • Budget Transfer Form
  • Professional Organizations Membership Chart
  • Step by Step Instruction:  Skyward Budget Entry

Section 4 - Accounting

Section 5 - Cash Receipts

• Section 6 - Employee/Student Travel
  • In-District Mileage Log
  • Local Mileage Log
  • Motor Vehicle Rental Tax Exemption Certificate
  • Texas Hotel Occupancy Tax Exemption Certificate

Section 7 - Risk Management

• Section 8 - Change Funds and Event Start-Up Cash
  • Event Start-Up Cash Acknowledgment Template

• Section 9 - Grant Management - Local, State, and Federal
  • Grant Package

• Section 10 - Sales Tax
  • Sales Tax Decision Tree
  • Taxable, Non-Taxable Sales and Items Not Considered a Sale

Section 11 - Payroll

Section 12 - Fixed Assets

• Section 13 - Monetary Donations, In-Kind Gifts, and Gift Cards
  • Intent to Accept Form
  • IRS 1771 Publication on Charitable Contributions
  • IRS 1098-C form - Contributions of Motor Vehicles, Boats, and Airplanes

• Section 14 - Contracts
  • Contract Review and Approval Form Less than $50,000
  • Contract Review and Approval Form Greater than $50,000
  • Contracted Services Agreement
    • Addendums A, B, and C 

Section 15 - Skyward Training

Section 16 - Fundraising for Campus and Student Activity Funds