CPAs Helping Schools Grant Program Established in 1991, the CPAs Helping Schools program encourages CPAs to become actively involved with the education of Texas youth. Dedicated to improving the quality and scope of education Pre-Kindergarten through grade 12, this initiative offers Houston CPA Society members an opportunity to get actively involved in support of their local schools. Financial contribution for educational programs will be considered for any school located within the 13-county membership area of the Houston CPA Society. These Texas counties include Austin, Brazoria, Colorado, Fayette, Fort Bend, Galveston, Harris, Montgomery, Polk, San Jacinto, Trinity, Walker, and Waller. Funding is available to public, private and parochial campuses, with grades Pre-K through 12 eligible. In their review of requests, the committee will look at a number of factors such as, but not limited to, school socio-economic level, mentor program, ethnic diversity, and local community business support in consideration of fund allocation. The committee also looks at the notation of licensed CPA in a volunteer capacity at the school (may be a parent or community volunteer, employee, or other affiliation where the CPA can provide knowledge about the school). Schools should complete the application and submit to the Houston CPA Society as described. The application and requested information should explain the need for the funds and exactly how the school plans to use the funds, if provided. Funding requests should be for the educational benefit of the students. This may include, but is not limited to, books, educational materials and equipment, supplies, and school uniforms. Other previously funded programs include Smart Boards and accessories, math manipulatives, established reading courses, music instruments, transportation or snacks for special activities, after-school activities, science labs, and much more. The committee will look to see how many students are touched by this program and how many, if any, of the purchased materials can be reused by future classes. A funding limit of $5,000 per school year is currently allowed per campus location. Schools receiving funding awards must submit follow-up correspondence, including applicable receipts of items purchased, within 30 days of spending the funds for the designated program and permit committee volunteers to visit the school to view the ongoing progress. Thank you letters and photos of the project's ongoing progress are appreciated for newsletter publication. Photos should include the name and title/school position of any photo subject. Photos of students will not be used in publication unless school acknowledges they have required documents on file. Student photos may be included in CPAs Helping Schools display, at the discretion of the Houston CPA Society, for sponsored membership or continuing education events. For consideration in the next review, please complete the following four-page application and submit electronically, retaining all formatting. 2012-2013 Schedule of application deadlines October 8, 2012 January 11, 2013 April 5, 2013 CPAs Helping Schools will review requests on the above dates, with approved funds distributed in the following month. Electronic submission of application & documentation is preferred to cspencer@houstoncpa.org Houston CPA Society, CPAs Helping Schools Attn: Carol Spencer 777 Post Oak Blvd., Suite 500, Houston, TX 77056-3212 Email: cspencer@houstoncpa.org Fax: 713.622.0522 Please call (713) 622.7733 ext. 320 if you have any questions.
HOUSTON CPA SOCIETY A Chapter of the Texas Society of Certified Public Accountants CPAs Helping Schools 2012-2013 Application for Grades Pre-K 12 Financial Assistance Grant Application Date: Amount: $ Project Title: School Name/ District: Campus Address: School Web site: Applicant Name/ School Position: Applicant email: City, Zip: School Phone: Applicant Phone: Best time to call: Applicant mailing address (if request is not from a school employee) Estimated Expenditure Date of funds/ Deadline to receive funds Minimum amount required to fulfill your basic objective if only a portion of the funds are granted What is lowest amount needed at this time to initiate the program if the application can be reviewed at our next scheduled meeting? If this amount is funded, follow-up from school is required for additional review (review is not automatic) Number of students enrolled on campus in current school year. Number of students eligible for Free/Reduced Meal program (number receiving scholarship if a private or parochial school) % Number of students involved in this requested program % Will your purchases be available for students in future years? If yes, what amount of the grant request is for re-usable materials? Other financial support for this requested project. Is this request for a new program at the campus? Is this request for continuing program at the campus? If yes, how many years has the program been in place? How did you learn of this financial opportunity? Is your school Title I? May one of our committee members visit your school prior to the application review? Names of any known CPA volunteers on campus This application is: First Time (this program) Revision of prior application Resubmission for deferred /balance of initial request
SCHOOL NAME: PROGRAM TITLE: Please provide a short and concise summary covering the Who, What, When, Why, and How of your proposal. Imagine this is the only information you can provide to the committee in a 2-3 minute speech to garner their approval. Describe your project and why your students have an immediate need for this program: Describe your plan of action to move forward with the program, and any justification needed for this approach:
List or describe the educational goals of the project (what do you plan to accomplish): List or describe the methods/strategies the school will use to achieve the project goals: List your project timeline: List any anticipated barriers to achieving your projected goals plus the strategy to negotiate these challenges: List the qualifications of your school, or organization, and staff to implement the program successfully: Describe how your program is similar to other successful programs: List or describe your future plans for the program:
Budget: present a detailed listing of the estimated cost of the project (using similar chart as below, or Excel worksheet data. Item Quantity Unit Cost Total Notes