This Web site will provide you with information, training and tools for Extension Fee Based Programs.

 

quick resources

County Extension Agents | Specialists
Resources | Questions

 

County Extension Agents

• All Scenario Resources for County Extension Agents
• Events: Through Local Committees
• Events: Through District Workshop Account
• Events: Through Conference Services

 

 

Specialists

Through Local Committee

AG-229: Event Budget Planning Worksheet AG-241: Event Report with Deposit Form AG-242: Event Report with Request for Invoice Monthly Event Report Summary Template Monthly Online Course Report Template

Through Extension District Office or Extension Unit

AG-229: Event Budget Planning Worksheet AG-240: Event Report AG-207: Deposit Form Monthly Event Report Summary Template Monthly Online Course Report Template

Through Conference Services

AG-229: Event Budget Planning Worksheet Conference Services Web site

 

Resources

• Fee Based Programming Principles (September 2014)
• Agency Guidelines (March 2011)
• Best Practices: Financial Resource Management
  • Attachments
    • A-1: Event Budget Planning Worksheet
    • A-2: Indirect Cost Distribution Guideline
    • A-3: Bookstore Author Request Form
    • A-4: Royalty Income Distribution Agreement
    • A-5: Request for Consulting and Outside Professional Employment for Faculty and Extension Agents
    • A-6: Resources for Group or Committee Budget
      • A-6: Example 1 Group or Committee Budget
      • A-6a: Group or Committee Budget Fillable Form
      • A-6b: Example 2 Group or Committee Budget
      • A-6c: Group or Committee Budget Fillable Format
      • A-6d: Example Balance Sheet
      • A-6e: Balance Sheet Fillable Form
    • A-7: External Support Group Fund Review
    • A-8: Annual Review of Support Group Fund
    • A-9: 4-H Name and Emblem
    • A-10: How to Secure a Bond
    • A-11: Transmittal Form
    • A-12: Check Request
    • A-13: Affidavit of Expenditure Form (Sample)
    • A-14: Required Dissolution Clause, Local Club or Group By-Laws
    • A-15: Application for Employer Identification Number
    • A-16: Sample Form SS-4
    • A-17: Texas State Sales and Use Tax Exemptions for Extension External Groups
    • A-18: Application for Exemption – Educational Organization
    • A-19: Texas Sales and Use Tax Exemption Certificate
    • A-20: Texas Hotel Occupancy Tax Exemption Certificate
  • Best Practices for Financial Management for Supervisors (Powerpoint)
  • Financial Resource Management: Recommended Best Practices – Training for Volunteers and Support Groups (Powerpoint)
• Guidelines for Writing Receipts
• Matrix for County Agents
• Extension Conference Services
• Program Development Resources
• Texas 4-H and Youth Development: 4-H Participation Fee
• 4-H Resource: “Planting the Seed for the Future of 4-H”
• FAQs: Fee Based Programs
• Request a Receipt Book: Contact Cash Management

 

 

Forms

• AG-207: Deposit Form
• AG-229: Event Budget Planning Worksheet
• AG-230: Event Report
• AG-231: Event Report with Deposit Form
• AG-231S: Specific Program Report with Deposit Form (County Programs)
• AG-232: Event Report with Request for Invoice
• AG-232S: Specific Program Report with Request for Invoice (County Programs)
• AG-233: Multiple Event Report with Deposit Form
• AG-240: Event Report
• AG-241: Event Report with Deposit Form
• AG-242: Event Report with Request for Invoice
• Agents: Monthly Event Report Summary Template
• Specialists: Monthly Event Report Summary Template
• Monthly Online Course Report Template

 

 

Questions

• To Submit Requests-please contact Banking and Receivables.