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Forms

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Workshops &
Contracted Services
Created
Last Modified
Description
Breakeven Worksheet 09/20/2007 02/15/2008 To be used to calculate workshops In-House & Outside of the ESC-2
Breakeven Analysis
Worksheet Instructions - Outside ESC-2     		09/20/2007 09/20/2007 Instructions for Breakeven Worksheet (Outside ESC-2)
Breakeven Analysis
Worksheet Instructions - In House ESC-2  		09/20/2007 09/20/2007 Instructions for Breakeven Worksheet (In-House ESC-2)
Accounts Payable Forms
Created
Last Modified
Description
Request for Professional Growth Form Located in the Administrative Procedures on the ESC-2 Human Resources website.
Consultant Evaluation Form     Located in the FileMaker Pro Registration Database.
Consultant Payment Form Located in the FileMaker Pro Registration Database.
Consultant Service Contract Form     Located in the FileMaker Pro Registration Database.
Hotel Tax Exempt Form 01/16/2007 05/18/2018 To be used for exemption from hotel State taxes.
TX Sales & Use Tax Exempt Form  06/05/2004 05/18/2018 To be used to send to vendors showing ESC-2's "tax exempt" status.
Independent Contractor Contract Form  09/20/2006 02/21/2013 To be used when ESC-2 is contracting with an outside vendor for services to be rendered.
In-Region Mileage Form 09/20/2006 01/06/2016 To be used when charging mileage to a single budget code.
In-Region Mileage Multiple Funding Form    10/03/2006 01/06/2016 To be used when charging mileage to multiple budgets.
Out-of-Region Travel Voucher   04/27/2006 01/06/2016 To be used when traveling out of ESC-2's region and includes air fare, mileage, parking, meals, lodging, etc.
Reclassification Request Form  09/20/2006 05/30/2007 To be used for reclassification of funds (both expenditure and revenue) from one budget code to another.
Stipend Pay Form  12/04/2007 06/28/2011 To be used to request a stipend for additional pay.
W-9 Form ESC-2  09/01/2007 01/23/2020 IRS form that includes ESC-2 information and EIN number.
W-9 Form Blank  2007 2007 This link is a direct link to the IRS website for form W9. The ESC Region 2 is not responsible if the site is working or not. To be used for vendors to fill out and return to ESC-2.
Accounts Receivable
Forms
Created
Last Modified
Description
ESC Internal Deposit Form  09/20/2006 07/10/2010 To be used when submitting a check to the business office.
Refund Request Form  09/20/2006 07/10/2014 To be used for customer refunds.
Internal Invoice Cancellation/
Change Request Form  		12/03/2008 07/10/2014 To be used for cancelling or making changes with an invoice.
Fixed Asset Forms
Created
Last Modified
Description
Auction Item  09/20/2006 03/16/2007 To be used when you have an item in your component that is still in working condition and needs auctioned off at the ESC-2 surplus sale.
Delete Item  03/16/2006 01/12/2007 To be used when you have an item in your component that is not in working condition and you are disposing of.
Original Purchase Item  03/16/2006 02/15/2018 To be used when you receive your merchandise. Please submit the completed form to the Business Office with a copy of your purchase order.
Transfer Item  03/16/2006 09/20/2006 To be used when an item in your component is changing status, (i.e., changing ownership within your component, being sent to another component, etc.).
Inventory Report Form  03/16/2006 06/20/2007 To be used when an item is found and is not in the Asset Management system (iTCCS).
Payroll Forms
Created
Last Modified
Description
Authorization Agreement
for Automatic Deposit  		09/01/2006 09/01/2006 To be used when any additions, changes or deletions need to be made to your direct deposit.
Credit Union Payroll Deduction Form  09/01/2006 09/01/2006 To be used when an employee would like a payroll deduction deposited to the Coastal Community & Teachers Credit Union.
Payroll Change Request Form  09/20/2006 07/10/2014 To be used by directors for payroll budget changes.
Professional P/T Timesheet &
Consultant Payment Form  		09/01/2006 06/24/2010 To be used for a payment of professional part-time employees.
W-4 Form  2011 2011 IRS Form
Annuity Enrollment / Change Form  07/13/2010 04/18/2011 To be use to enroll or make changes to your Annuity.
Business Office Info
Asset Management / Fixed Assets Procedures Information purposes only
Employee vs Independent Contractor IRS Rulings Information purposes only.
TxEIS Requisiton Training Video #1 Information purposes only.
Cash Collection Procedures Administrative Procedures Manual
ESC 2's Workshop Refund Policy  Information purposes only
 
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