Schools Fund Equity Grant Funds Request - Berkeley Public Schools Fund

Project Lead*

First Last

Email address*

Grant Category*

Specify whether this is a "Leading for Equity" or a "Learning for Equity" grant.

Leading for Equity Grant
Learning for Equity Grant

Project Title*

Grant title as it was listed on your grant application

This field is hidden when viewing the form

School

Indicate the school that the grant was designated for

Grant number*

Enter the full grant number as specified in the email you received about your grant award (e.g. 1-751)

School Year for this grant*

Please enter the academic year that this grant was awarded for.

Amount of this payment*

Specify the amount of this payment. DO NOT INCLUDE $-SIGN OR COMMA.

Purpose of payment*

Briefly - describe what this payment is for. Examples: "reimbursement for supplies", "payment to outside organization for presentation", "registration fees for training", etc. If you are asking for funds before you make purchases, please note that.

Is payment to a person or an organization?*

Specify whether payment will be to a person or to an organization.

Payment Type*

PayPal or ACH Direct Deposit are our strongly preferred methods as they avoid issues with checks lost in the mail or uncashed. We can issue a check if the recipient cannot receive PayPal or ACH payments - checks can be mailed to the recipient or picked up in in Berkeley at the district office.

PayPal to recipient (fastest)
ACH Direct Deposit (allow about 7 days)
Check (allow about 7 days plus USPS time)

NOTE FOR ACH PAYEES - WILL BE COLLECTING BANK INFO VIA EMAIL

If we have not previously paid the Payee via ACH Direct Deposit, we will be emailing them a secure form to collect their bank account information. Once we receive bank information, the payment will be initiated and can take up to 7 days to be deposited in their bank account.

Payee Information

Payee Name:*

First Last

Payment to be made to organization:*

Organization name

Address of payee:*

Street Address City State / Province / Region ZIP / Postal Code

PayPal Account @name, Email or Mobile Phone*

PLEASE MAKE SURE THIS INFORMATION IS ACCURATE! Payee must have or set up a PayPal account. We can send PayPal payment to either a PayPal @name, email address or mobile phone number.

Email address of payee*

We need to have payee contact information in case we have any questions for them.

Phone number of payee*

We need to have payee contact information in case we have any questions for them.

Where should we send the payment?*

We can mail the check directly to the payee, or mail it to you at your BUSD location so you can give it to payee (please specify your mailing location in the Additional Payment Instructions below), or it can be picked up in Berkeley at the district office (you will be notified when it is ready).

Mail check to payee via US mail
Mail check to requestor (you) via US mail
Payee to pick up the check at District Office
Requestor (you) to pick up the check at District Office

Tax Information May Be Required

If the payee is an individual or organization that is being paid for their services, then we require their tax ID number (unless we already have that on file). Please let your payee know that we will be requesting IRS W-9 information before we can send payment. We have a new secure way for them to upload the information to us, so this form no longer requests uploading W-9 information.

Receipts or other payment documentation*

Depending on the type of payment, different documentation is required. When payment is for reimbursement, copies of receipts should be uploaded here or emailed to the Schools Fund at schoolsfund@berkeley.net. For payment to an individual for services, or to a company for products or services - upload or email a copy of any invoice or other payment documentation.

Reimbursement - send copies of receipts to Schools Fund
Payment to individual for services - upload copy of invoice or email with payment instructions
Payment to an organization - upload copy of invoice or email with payment instructions

Copy of receipt(s) and/or invoices*

If you have a paper receipt or invoice, please scan or photograph and attach a copy here (filetypes accepted are jpg, gif, png, pdf). If you have a receipt in email, you can just forward the email to schoolsfund@berkeley.net.

Drop files here or

Max. file size: 50 MB.

Additional Payment Instructions

If you have other special instructions, provide details here.

Comments

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