Student Fundraising Handbook Approved 09.30.2019
EXHIBIT D - Steps to Request a Fundraiser
Activity Fund Fundraisers
The fundraiser request processed by staff is as follows:
1. In the menu, choose >Fundraisers >New Fundraiser Request to begin a new fundraiser request or
>Fundraisers >Search to retrieve one that the requestor previously saved.
2. Save to finish later if do not have all the required information ready.
3. Click "Submit for Approval" and an email will be sent to the principal for his/her review (it will be
approved, denied, or requestor may be contacted with a request to modify or add additional
information). Once submitted, requestor will be unable to edit the request. (If requestor needs to
make edits, ask for the status to be changed back to “not submitted.”)
4. Once approved by the principal, the assistant superintendent shall be notified for his/her review
and approval. (If food is sold, served or distributed on campus, it shall go to Child Nutrition first.)
5. Once all approvals are given, the requestor will be notified by email and may proceed with the
fundraiser.
6. Following the fundraiser, school activity fund fundraisers will go through a post-fundraiser
financial recap. After the fundraiser has been conducted and all bills are paid, the bookkeeper or
secretary will log in and notify the requestor that the financial recap shall be prepared. (This is
not required of parent organization fundraisers.)
7. The requestor shall provide financial information to show the revenue, expenses and profit, and
attach pertinent information. The school bookkeeper shall review this and when agreement
exists between sponsor and bookkeeper, the report shall be forwarded to the principal for final
acceptance.
8. The school bookkeeper or principal's secretary will receive an email notification any time a
request is submitted to the principal; is approved by the assistant superintendent; or denied by
anyone.
Parent organization fundraisers
The fundraiser request processed by parent organization is as follows:
1. In the menu, choose Fundraisers/New Fundraiser Request to begin a new fundraiser request or
Fundraisers/Search to retrieve one that requestor previously saved.
2. Save to finish later if you do not have all the required information ready.
3. Click "Submit for Approval" and an email will be sent to the principal for his/her review (it will be
approved, denied, or requestor may be contacted with a request to modify or add additional
information). Once submitted, requestor will be unable to edit the request. (If requestor needs to
make edits, ask for the status to be changed back to “not submitted.”)
4. Once approved by the principal, the assistant superintendent shall be notified for his/her review
and approval. (If food is sold, served or distributed on campus, it shall go to Child Nutrition first.)
5. Once all approvals are given, requestor will be notified by email and may proceed with the
fundraiser.
See below table for instructions on accessing and using the Fort Bend ISD Fundraiser
Request/Approval/Recap System.
Access the fundraiser request system from the Fort Bend ISD website. www.fortbendisd.com
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