PowerSchool+-+TSF+Setup+&+Track

PowerSchool - TSF Setup & Track Implemented using Green Bay Diocese PowerSchool database. Created: 11/20/2011, ldf Revised: n/a

Third Source Funding, or TSF, began at the Catholic Schools as a way for the school to meet its goals financially, but more importantly, to encourage families to get involved with their children’s education. By parents contributing their time to the school’s activities and events, schools are able to create a closer and interactive school community while offsetting expenses that helps keep tuition affordable.
 * What is Third Source Funding (TSF)**

A family earns TSF hours for volunteering time in ways that either (1) generate fundraising dollars for the school, or (2) offset what otherwise would be school expenses if volunteers were not available to provide the service.


 * How is TSF tracked for your school?**
 * This example is based on TSF volunteer hours being tracked by family (not by student).
 * TSF volunteer hours are assigned/tracked to the youngest child of the family.


 * How to Begin - Setup Fee(s):**
 * Logon to PowerSchool
 * Locate **Setup** category located of the left of the screen, select **School**
 * Select **Fee Types** in the **General** category
 * Select **New**
 * Specify:
 * Fee Type: Short Description (consider for column heading)
 * Fee Category: Student
 * Fee Type Description: Additional information
 * SUBMIT


 * How to Begin - Assign Fee to Student/Family:**
 * Select a student to whom the fee will be assigned
 * Select **Fee Transactions** from **Administrative** options located on the left of the screen.
 * Located below the student name, select the dropdown arrow next to Create New Fee. Locate the fee to be assigned to student/family.
 * Specify:
 * Department - n/a
 * Transaction Date - Start of school year (i.e. 09/01/2011)
 * Description - Add information to assist with tracking and reporting.
 * i.e. 2011-2012 TSF Hours (1 child family)
 * Amount of Fee - ## (This is the number of TSF (volunteer) hours to which the family is to complete)
 * i.e. 15
 * SUBMIT


 * How to Track TSF Hours (Hours Volunteered) to youngest child of family:**
 * Select the youngest child of family to which TSF hours are to be reported.
 * Select Fee Transactions from Administrative options located on the left of the screen.
 * Locate the FEE for the current school year TSF hours (i.e. 2011-2012 TSF Hours). Select **Payment** on the desired line item (Note: When the commitment has been met, the payment option is not displayed).
 * Specify:
 * Transaction Date: Date when worked
 * Transaction Type: Credit
 * Description: Provide information of volunteer effort performed
 * Amount: Number of TSF hours worked
 * Payment Method: Other (no money is being exchanged)
 * Payment Reference Number: If numeric value is assigned to TSF submitted paperwork, specify here.
 * SUBMIT

>>
 * EMAIL Notification of Fee Balance(s):**
 * PowerSchool can send email notifications to school families, if they elect to receive.
 * Logon to PowerSchool
 * Select **School** from **Setup** options located on the left of the screen.
 * Select **Balance Alert** from **General** category.
 * Specify **Balance Alert** value for **Lunch.**(When accessing a student in PowerLunch, the balance alert will be displayed).
 * i.e. value of 10, will trigger an email to be sent to a parent of a lunch balance below $10.
 * Specify **Balance Alert** value for **Fees**.
 * i.e. value of 30, will trigger an email when fee balance exceeds $30.
 * Specify Message text sent via email to parent.
 * i.e. Thank you for your support of //xyz// School. You are receiving this alert as your child's lunch account is below $10 or there is a balance due for school fees. Please access your PowerSchool account to view the details regarding your child's meal purchases or school fees. Please submit payment to the school office, checks are to be made payable to GRACE. School fees are tracked by the //xyz// school office. Lunch monies are processed by //xyz// Food Service Director. Thank You PLEASE do NOT respond to this email. This is an automated email sent by Green Bay Diocese PowerSchool.