Business

Alejandro Sanchez
Chief Financial Officer
409-925-9029

Marsha Banda

Skyward Administration Specialist

409-925-9018

Bryan Holliday
Purchasing Specialist
409-925-9026

Kelly Logan

PEIMS Coordinator

409-925-9017

Taylor Lunsford
Benefits and Risk Management Coordinator
409-925-9024

Julie Mitchell
Accounts Payable/Administrative Assistant
409-925-9039

Sarah Pfluger
Tax Assessor & Sr. Accountant
409-925-9041

Marisol Reyes

Payroll and Benefits Clerk

409-925-9022

Savannah Rios

Business Clerk

409-925-9023

Nicole Styron

Accounting and Tax Clerk

409-925-9043

For the 2022-2023 fiscal year, Santa Fe Independent School District received the ASBO Award for Excellence in Budget Presentation, known as the Meritorious Budget Award. ASBO International's MBA program provides school districts with tools and resources to develop a high-quality, easy-to-understand budget to share the district's goals and objectives internally and with the community. To view Santa Fe Independent School District's budget document, select the link Santa Fe Independent School District's ASBO Meritorious Budget Presentation.

Accounts Payable and Travel

Julie Mitchell

Accounts Payable Specialist
and Administrative Assistant Finance

409-925-9039

Vendors please send invoices by either of the following methods:

E-Mail: accounts.payable@sfisd.org

Mail: Santa Fe ISD
Attention: Accounts Payable Department

P.O.Box 370
Santa Fe, TX 77510

Accounts Payable Documents

Vendor Direct Deposit Set Up Form

Travel Information

Travel Checklist

Hotel Tax Exempt

Request to Increase Maximum Lodging Rate

Awards

Booster Clubs

Booster Club Annual Meeting

COMING SOON

(Online Meeting)

If you would like to be added to the online meeting invitation, please email sarah.pfluger@sfisd.org.

Booster Club Manual 22-23

Booster Club Registration Form

Booster Club Financial Certification

Booster Club Fundraiser Financial Recap

Booster Club Fundraising Approval Form

Booster Club Organization Request

Booster Club Sample of Constitution ByLaws

Booster Clubs Fundraiser Request

High School Booster Club Request Forms

Financial Transparency

FIRST Rating

Traditional Finance Star (Budget and Audit)

The following summary data is from the Governmental Fund Statements in Santa Fe ISD Annual Financial and Compliance Report are labeled for by year end. Governmental Funds include General fund, Debt Service, Nonmajor Governmental Funds.

Section A: Overview provided by our Financial Advisors

An overview provided by our Financial Advisor. It includes information on our ratings, state funding system, graphical historical student enrollment, full-time equivalent personnel, full-time equivalent personnel per student, historical tax rates, historical total property taxes for maintenance and operations and voter-approved bonds, summary of property tax cost per school day; composition of total assessed valuation; historical taxable assessed valuation and taxable value per student enrollment; general fund and debt service fund – revenue by source, total revenues (all governmental funds) by source; total revenues (all governmental funds) per student; total expenditures (all governmental funds) by source; total expenditures (all governmental funds) per student; unrestricted general operating fund balance as a percentage of general operating expenditures; unlimited tax debt service by series-existing bonds approved by voters; unlimited tax debt service by principal and interest – existing bonds approved by voters; savings from districts recent bond refunding programs to lower interest costs; summary of unlimited tax debt outstanding by series; summary of maintenance tax debt outstanding ; tax-supported debt obligations at fiscal year-end and as a percentage of taxable assessed valuation; inflation-adjusted tax-supported debt per capita; inflation-adjusted tax-supported debt cost per capita – principal and interest in each of the last 5 years and contact information.

Overview provided by our Financial Advisors 2023

Overview provided by our Financial Advisors 2022

Overview provided by our Financial Advisors 2021

Overview provided by our Financial Advisors 2020

Overview provided by our Financial Advisors 2019

Overview provided by our Financial Advisors 2018

Overview provided by our Financial Advisors 2017

Section B: Expenditures as total and per capita/per student

Graphs includes total expenditures (all governmental funds) by source and total expenditures (all governmental funds) per student.

2021-2022 Expenditures as total and per capita/per student

2020-2021 Expenditures as total and per capita/per student

2019-2020 Expenditures as total and per capita/per studen t

2018-2019 Expenditures as total and per capita/per student

2017-2018 Expenditures as total and per capita/per student

2016-2017 Expenditures as total and per capita/per student

Section C: Total and per capita revenue for all funds

Graphs include total revenues (all governmental funds) by source and total revenues (all governmental funds) per student.

2021-2022 Total per capita revenue for all funds
2020-2021 Total and per capita revenue for all funds
2019-2020 Total and per capita revenue for all funds
2018-2019 Total and per capita revenue for all funds
2017-2018 Total and per capita revenue for all funds
2016-2017 Total and per capita revenue for all funds

Section D: Governmental Activities Comparative Schedule of Changes in Net Position

Governmental Activities Comparative Schedule of Changes in Net Position include two years of comparative information and the per student ratio. The revenues and expenditures are included for all governmental activity.

Section E: Non-major Governmental Activities Comparative Schedule of Changes in Net Position

Includes comparative schedule of changes in net position for the fiscal year. It also includes a per student ratio calculation.

Section F: Total full-time equivalent positions for all personnel

This graph illustrates the full-time equivalent personnel totals and per student ratios for the last five years.

2021-2022 Total full-time equivalent positions for all personnel
2020-2021 Total full-time equivalent positions for all personnel
2019-2020 Total full-time equivalent positions for all personnel
2018-2019 Total full-time equivalent positions for all personnel
2017-2018 Total full-time equivalent positions for all personnel
2016-2017 Total full-time equivalent positions for all personnel

Section G: Total and per capita revenue from property taxes

This information includes the general fund and debt service tax rates, taxable property values, total collections and per student local property values per student.

**Total and per capita revenue from sales tax (not applicable**

2021-2022 Total and per capita revenue from property taxes
2020-2021 Total and per capita revenue from property taxes
2019-2020 Total and per capita revenue from property taxes
2018-2019 Total and per capita revenue from property taxes
2017-2018 Total and per capita revenue from property taxes
2016-2017 Total and per capita revenue from property taxes

Section H: Revenues and expenditures per capita/ per student for the last 5 years

This information includes graphs for the last five years of total revenues and expenditures (all governmental funds) by source and per student ratio.

Graph of revenues and expenditures per capita/ per student for the last 5 years

Section J: Property tax per $100 valuation for at least five years

This information includes the last five years of tax rate information, taxable property values, total collections and per student ratio.

See data in section G above

Section K: Annual Financial Reports for past fiscal years

Includes accounts and divisions of monies held; all revenues and expenditures within a local government's budget and combined accounts.

Section N : Contact, Board Member Contact and Open Records Request Information

Contact Information:

Alejandro Sanchez, CFO o alejandro.sanchez@sfisd.org

409-925-9029

Physical Address: 4133 Warpath Ave Santa Fe, Tx 77510

Mailing Address: PO Box 370 Santa Fe, Tx 77510

Board Member Contact Information:

J.R. “Rusty” Norman – rusty.norman@sfisd.org

Eric E. Davenport – eric.davenport@sfisd.org

Clay Hertenberger – clay.hertenberger@sfisd.org

Patrick Kelly – patrick.kelly@sfisd.org

James Grassmuck – james.grassmuck@sfisd.org

Matt Crable – matt.crable@sfisd.org

Angie Lambert – angie.lambert@sfisd.org

Open Records Request

Debt Obligations

Total outstanding debt obligations

Section B Tax-supported debt obligations expressed as total and per capita amounts

Section C Total revenue-supported debt obligations

Section D Total lease-purchase or lease-revenue obligations

Section E Historical bond election information that includes data of election, purpose, amount

Section F Graphs showing five years of outstanding tax-supported debt

Section G Prior year debt service adopted budget

2017-2018 Debt Service Budget

2016-2017

2015-2016

2014-2015

2013-2014

2012-2013

Section H 2018-2019 Debt Obligation information from our Financial Advisors

Section I 2016-2017 Debt Obligation information from our Financial Advisors

Section J 2015-2016 Debt Obligation information from our Financial Advisors

Downloaded Data

Time trend for total outstanding tax-supported and revenue-supported debt going back at least five years.

Issue-by-issue listing including principal amount of each outstanding debt obligation.

State and Federal Grants Manual

Texas Commission on Public School Finance

Independent Contractor Questionnaire

Process for Independent Contractor

September 2021

Step 1: Complete the protected excel worksheet (enable content). The determination status will either be (IC or EE) independent contractor or an employee.

Step 2: If the worker is an employee, HR needs new hire information completed and it is assumed the worker will be an auxiliary temporary employee who works less than 20 hours a week otherwise the budget manager/organization paying for the services will need to pay TRS and other benefits to the employee. The new hire submission must include the Independent Contractor excel worker status (IC or EE) verification sheet.

Step 3: If the worker is an employee, written pay vouchers need to be submitted to payroll. LUMP SUM amounts will not be accepted on auxiliary temporary employees. The amount of hours worked and rate per hour must be listed on the pay voucher.

Step 4 Independent Contractor: If the contractor has never worked for the district, complete the entire packet for new independent contractor. The protected excel worker status (IC or EE) verification sheet must be attached to the independent contractor form.

Step 5 Independent Contractor: If the contractor is returning, submit the "one" page "returning" contractor form. The protected excel worker status (IC or EE) verification sheet must be attached to the independent contractor form.

SFISD Independent Contrator versus Employee

Independent Contractor Agreement (New to the District)

Independent Contractor Annual Update (Returning to the District)

Insufficient Check Collection

Santa Fe ISD has contracted with a check recovery service to collect any insufficient fund checks made out to any district activity, including food services. The recovery service will charge a minimum $30 fee for all checks returned by the bank for insufficient funds. The service will begin by writing letters or telephoning the check writer. Insufficient checks may be paid to the check recovery company by credit card, debit card, money order or by electronic check over the phone.

Contact:

CheckRedi

1(877)524-7334

Payroll

Marisol Reyes

Payroll and Benefits Clerk

409-925-9022

payroll@sfisd.org

Payroll Announcements

Tax Deferral Executive Order Message

September 3, 2020

An executive order was signed by President Trump on August 8, 2020 calling for a deferral of certain payroll tax obligations. These pertain only to the OASDI (Old-age, survivor, and disability insurance), commonly referred to as Social Security. Here at Santa Fe ISD, we do not collect Social Security Tax; therefore, there is no change in the policies and procedures of payroll. You will not see a reduction in income taxes withheld since the Presidential Memorandum does not cover these. Please click on the link to view a copy of the details of this executive order. If you have any questions please feel free to email us at payroll@sfisd.org.

If the IRS issues additional guidance that clarifies the deferral of taxes, we will keep you abreast of the changes and the impact on your compensation and employment taxes.

Click here to read the Tax Deferral Executive Order

End of Year Accounting Processes

We are performing our end of year accounting processes, which include payroll processing. You may see your paycheck stub in Skyward for future payrolls; these are accounting processes and not an early payment process. The funds will be deposited in your financial institution on the designated payroll dates, we appreciate your understanding, and if you have, any questions feel free to contact us.

LINKS AND FORMS:

2024-2025 Payroll Calendar

2023-2024 Payroll Calendar

2022-2023 Payroll Calendar

Tax Deferral Executive Order 2020

2021 W-4 Form

Extra Duty Pay Voucher

Direct Deposit Authorization Agreement

Exit Benefits and Payroll Form

W2 Information

Santa Fe ISD Business Department is now paperless. Effective January 1, 2017 hard copies of W2's will no longer be mailed. W2's are available online via Employee Access.

Once you log in to Employee Access, select:

Employee Information, then
Payroll, then
W2 Information.
Select the year you would like to print,
click "View W2". You will be prompted to enter your social security number. Paper copies will be issued upon written request.

Purchasing

Bryan Holliday

Purchasing Specialist

4133 Warpath

Santa Fe, TX 77510

409-925-9026

Display event - Investment Training Workshop • Lubbock

Purchasing Guidelines

Vendor Application Packet

Commodity Codes

MASTER CO-OP LIST (vendor may not be in Skyward)

The SFISD School Board Policy for Purchasing is listed as:

Awarded Vendors for RFP# 19-005 Promotional Items, Screen Printing, Embroidery, and Related Services are listed below, to become an approved vendor follow the link below in Current Bids & Proposals. Proposals accepted on a continual basis until 2:00pm, June 30, 2025.

Koza, Inc.	Booster Spiritwear, LLC.	Santa Fe Soap Factory
Awards of Distinction, Inc.	T-Shirt Trends	Ichi-Ban Trophy & Engraving
Pepwear, LLC	Texas Embellishment Experts Corp.	Forge Promotions, LLC (Wizard Pin)
BSN Sports LLC	D. Zine Graphics LLC	Custom Sportswear, Inc.
Fort Worth Running Company	Minuteman Press-Bay Area	Positive Promotions
Gandy Ink	University Cheer Air Force, Inc.	Hart to Heart Designs
TNT Signs and Graphics	KNK Interests LLC	Xpressmyself.com LLC
Helton Enterprises Inc. (Custom T's)	Beaed, LP	Spirit Monkey, LLC
Patriot T's

Awarded Vendors for RFP# 19-001 General Retail Merchandise, Fast Food, Restaurant & Catering Services are listed below, to become an approved vendor follow the link below in Current Bids & Proposals. Proposals accepted on a continual basis until 2:00pm, June 30, 2025.

Case Ole	Glaciers Sno-Cones	Taco Cabana
Chick-Fil-A	JAson's Deli	T-Bone Toms Meat Market/Steakhouse Restaurant, Inc
Doreck's Meat Market	Whataburger Restaurants	Tookeis Seafood (T-Bone Toms)
EAI Education	Snowie Express LLC (Food Truck)	Tookies Burgers (T-Bone Toms)
Gio's Flying Pizza	The Sheperd Mix Food Bar (Food Truck)	Gypsy Joynt Inc.
Kelley's Country Cookin'	Offbeat Eatz LLC (Food Truck)	The Tremont House Hotel
Myleigh's Morsels	Texas Roadhouse Friendswood	Big Phil's Smokehouse & Catering
Olive Garden	La Brisa	Chief Nutrition
Shipley Do-nuts	Chick Fil-A Alvin	Corey's Kitchen & Elite Catering LLC
Sonic Drive-In	Kat's Barbecue	Roux House Productions
Good Grub Grill	Donut Hole	Kona Ice of Galveston Bay Area

For general miscellaneous school supplies, furniture and technology equipment, SFISD takes advantage of purchasing from vendors on the various state approved Interlocal Cooperatives (Coops) such as:

TCPN, National IPA, OMNIA (Region 4)	Allied States Cooperative (Region 19)	TIPS (Region 8)
PACE Purchasing Cooperative (Region 20)	BuyBoard (TASB)	State of Texas Cooperative-TxSmartBuy
Purchasing Solutions Alliance	HCDE (Harris County Dept. of Education) Choice Partners	HGAC (Houston Galveston Area Council)
DIR (Department of Information Services)	CTPA (Central Texas Purchasing Alliance)	NCPA (National Cooperative Purchasing Alliance)
EandI	EPIC6 (Educational Purchasing Interlocal Cooperative)

Purchasing Procedures Manual

Current Bids and Proposals

Archived Bids and Proposals