Welcome to our Haas School Fund

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• Welcome to our Haas School Fund
• New Comer Orientation Clinic-1
• Note when reviewing this PPT please read the
  footer on each page as well.

Last Updated April 20, 2009
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Required Clinics for School Coordinators

• New Comer Orientation Clinic -1
• Refresher for Returning Coordinators Clinic - 2
• Haas Challenge Matching Grant Fundraising
  Strategies Clinic - 3
• Adopt a School Clinic - 4
• Successful Year end Report Clinic 5
• Coordinators must complete 4 out of 5 clinics
  to receive full points on year-end report Thanks

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Proper Pronunciation

• Has not Haws
• or
• Rhymes with Jazz with Haas.

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Agenda

• Staff
• Vision
• Mission
• Core beliefs
• Goals
• School structure, process, assumptions
• HEAP
• How to use our Website
• Internet Address
• Login
• Contact Information
• Navigation
• Entering Disbursements

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Staff

• Bonnie Hilory Executive Director Key
  responsibility areas Public website, HEAP - Haas
  Educator Ambassador Program, presentations to
  service clubs, etc., fundraising.
• Terry Burns
• Development Manager
• Key responsibility areas Fundraising, Grants,
  Volunteers
• Jason MillerDatabase Coordinator- Part-time
  (weekends typically) Key responsibility areas
  acknowledgement letters for donors data entry.
• Judy SimpsonBoard Liaison - part-time position
  Key responsibility areas agendas and minutes
  for board, board communication.
• Manny UsonAccountant key contact for matching
  grants (F) Key responsibility areas Matching
  grants, accounting bookkeeping.

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Mission

• The Saul and Dayee G. Haas Foundation is
  committed to improving the quality of life among
  needy secondary students in communities
  throughout the State of Washington, by supporting
  schools to encourage students to stay in school,
  return to school or get involved within their
  learning community.

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We fulfill our mission by

• Distributing grants to public and private
  secondary schools
• Providing funds for immediate action
• Promoting philanthropy
• Providing responsible and effective financial
  management
• Telling the Haas Foundation Story

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Goals Strategic plan

• http//www.haasfoundation.org/strategicplan.asp
• Increase our capacity to serve more students
• Broaden our financial base
• Address the special needs of ethnically diverse
  student populations
• Increase awareness of the Foundation
• Continue to target secondary school students in
  need

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School Structure
Optional District Coordinator
Principal
Haas school Team
Alternate Coordinator
Haas School Coordinator

• e.g. of School Coordinators but not limited to
• School counselor
• Fiscal secretary
• Asst. Principal

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Process

• School principal applies for HAAS fund
• Principal authorizes
• Schools coordinators
• Alternate coordinators
• District coordinator
• Principal verifies method of money management
• ASB if less than 1200 students in District
• or
• Private purpose trust account

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Assumptions

• School will disburse funds to secondary students
  in need immediately.
• (no extra applications or
  forms are required)
• With each disbursement, the Haas school team
  enters each student record details at the time of
  disbursement, not later.
• All grantees agree to submit online year-end
  report May 1st to June 30.
• Grants are for the school and not school
  districts
• No funding is ever provided directly to a child
  or parent.
• Haas Funds are not for family members.

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DIAGRAM OF HAAS FUNDING
See Haas Fund Acceptable Use Guidelines on Back
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(No Transcript)
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Haas Educator Ambassador ProgramHEAP

• 18-member group (2 per ESD)
• Acts as an advisory committee to the foundation
• Helps raise awareness of the foundation in their
  respective ESD areas
• Helps the foundation to raise more fund
• Still need 1 more HEAP member from ESDs 101,
  112 and 2 members from ESD 114, 113.

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HEAP Commitment is as follows

• Willingness to meet twice a year in Seattle (May
  and October)
• Let us know the details by notifying us at
  bhilory_at_haasfoundation.org
• Be involved in raising funding to help fund
  schools
• HEAP members meet with the Haas Foundation Board
  of Directors twice a year May Fall (Nov 6th
  this year)

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Current HEAP Members

• Christine Anderson-Bryan, LaVerne Rettkowski,
• ESD123, Prosser ESD 101,Reardan
• Sharon Harris, Wendy Ross,
• ESD 105,Yakima ESD 105,East Valley Yakima area
• Richard Jones, Heath Tayon,
• ESD 112,Battle Ground ESD 189,Mt. Vernon
• Rod Luce, Steve Wiley,
• ESD 171,Quincy ESD 189,Bellingham
• Kathy Olafson, Michael Tolley
• ESD 123,Kennewick ESD121,Seattle
• Cheri Pepka, Mike Hansen,
• ESD 121,Renton ESD121, Covington
• Scott Raab Vacancies One each for ESD 101,112

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• To Become a HEAP member, contact the Hass
  Foundation and let us know you want to be involved

Vacancies One each for ESD 101,112 Two each
for ESD 114, 113
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Starting the process

• Technical and Procedural requirements
• Computer
• Internet connection
• Login Id and Password provided by Haas Foundation
• Open an Internet Explorer on your computer
• We do not recommend other web browsers such as
  Safari or Mozilla, as the site is most compatible
  with Internet Explorer
• Type in www.haasfoundation.org

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Knowing Haas website
www.haasfoundation.org
Click on Log in Link
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Logging in schools extranet
Contact us if you dont know your schools
personal login ID and password
Login/School ID
Password
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Logging in schools extranet
Welcome Screen
Step1 Enter email-id
Step 2 Click Check box
Step 3 Click Submit
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Logging in schools extranet
Update all information
Click Submit
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Update your Information

• Give us the latest contact information
• New coordinator, make sure your name is on our
  website
• When planning to transition enter the name of
  the
• new person
• If unknown, enter your principals name
• Contact information is used to
• Keep in touch with you
• Send you newsletters
• Inform you of fundraising opportunities, etc.
• We require three people with unique e-mails as
  this helps reduce schools becoming inactive.

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Colored left sections

• Schools extranet (password protected) website is
  divided into sections
• Bulletin Board provides general information
  about foundation
• Green section Your key summary and information
  pages
• Light Green Section E- greeting card a free
  service, provided by Haas Foundation and
  available to all coordinators.
• White section
• Year-end Requirements Your action links
• Year-end scorecard checklist Your personal
  scorecard manager
• Lavender section Additional helpful information
  called our Knowledge bank. Information is also
  sent through frequent e-mails and is also
  available on the Bulletin Board.
• Red section sign out
• Yellow/red text boxes Specific how to
  instructions

Yellow/Red text boxes
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First page colored sections visible on log in
Bulletin Board
Green section
White section
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First page colored sections on scrolling down
Bulletin Board
Lavender section
Red section
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Online Balance page
Yellow/red text boxes Specific how to
instructions
Opens this page on right window
Click summary and correction page
Year-end Requirements Your action links
Year-end scorecard checklist
Additional helpful information. (i.e. acceptable
purposes)
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Update your school information
Click Update contact Information Link
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Disbursements
Click Enter disbursement Link
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Enter Name
Name
Amount
Purpose
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Enter Grade
Note Click on disbursement to return to the form
for entering disbursements
Grade
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Ethnicity
Ethnicity
List of Acceptable Purposes
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Navigating via left links
On Click Acceptable purposes
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Acceptable purposes
On Click a pdf file opens
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Hit Submit
Submit
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View Disbursement
Click Summary review to view entered disbursements
Last record entered
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Disbursement above 300

• You must get prior approval from the foundation
  office
• Enter the disbursement on the website as though
  you have already helped the student
• Answer the question on the Stop page
• Wait for an e-mail approval from the foundation
• After you have received approval, go ahead and
  help the student
• No need to re-enter your disbursement. If the
  amount changes, just highlight and correct that
  part on the summary review page.
• You may call the foundation office first if you
  have unique circumstances or other questions

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Disbursement for amount gt 300
Amount greater than 300
Submit
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Get the approval
STOP
Check a radio button for the approval
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• Thank you so much for your leadership and
  support

If you could see the smiles on the faces when
I tell a student that YES we have the funds to
help you, then you would know how much Saul Haas
funds means to each and every one of these
students. I am sure that is true from every
school that is involves just wanted to say thank
you for all you do. Peninsula High School