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SAE Record Books

SAE Record Books. Presented by Allison Touchstone Kuna High School Ag Department. SAE Record Books. Who? All students required to maintain an SAE Program Why? Basic Record Keeping Skills Part of the course of study for all ag classes. SAE Record Books. What Idaho SAE Record Book

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SAE Record Books

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  1. SAE Record Books Presented by Allison Touchstone Kuna High School Ag Department

  2. SAE Record Books • Who? • All students required to maintain an SAE Program • Why? • Basic Record Keeping Skills • Part of the course of study for all ag classes

  3. SAE Record Books • What • Idaho SAE Record Book • Hard Copy OR Electronic Version • How? • Work with students to figure out SOMETHING they can use • Abridged record books

  4. Inside Cover • Student Name – Be sure to include this – it transfers to other pages • Years degrees received – It says YEARS for a reason, do not put x’s

  5. Inside Cover • SAE Programs in this book – Type these in!! They transfer to a variety of locations throughout the book

  6. Goals Page • Highlight text that is there BEFORE adding goals • Encourage students to fill out goals for ALL applicable areas

  7. Activities Page • Encourage students to fill this out completely as they go through your classes • REMEMBER the state degree application calls for a MINIMUM of 5 activities above the chapter level AND a chapter office or chairman of a major POA committee. If they keep track as they go, it will be easier to fill out award applications • ONLY INCLUDE activities from that calendar year!! With the exception of freshmen, they can include activities from the fall of the school year.

  8. Improvement Program • Have parent signature • If students have a home improvement project, they should NOT include improvement activities on this page. • Have instructor signature

  9. Inventories • Titles transfer automatically • Beginning Date should always be January 1. • Closing Date should always be December 31. • CURRENT ASSETS –will be used up or sold within the calendar year. • Feed, Market Animals, Seed, Crops for resale • NON-CURRENT ASSETS - will be on hand and used for more than the current year. • Breeding animals, equipment, etc. • Separate inventories for each project • DO NOT INCLUDE PERSONAL ASSETS NOT RELATED TO THE PROJECT AT HAND.

  10. Balance Sheet - Assets • Combination of all projects • Inventory totals transfer automatically • Beginning Date is always January 1 • Closing Date is always December 31 • DO NOT INCLUDE PERSONAL ASSETS NOT RELATED TO THE PROJECT AT HAND.

  11. Key in this total Auto transfer Auto transfer

  12. Balance Sheet - Liabilities • New book has the balance sheet on one page • Key in liabilities as appropriate • DO NOT INCLUDE PERSONAL LIABILITIES NOT RELATED TO THE PROJECT AT HAND.

  13. Liabilities and values must be keyed in Lines 6-9 calculate automatically

  14. Generic Budget • Can be used for any type of project • Open ended • Appropriate for specialty projects as well • MAKE SURE STUDENTS TRANSFER BEGINNING INVENTORY TO BUDGET PAGE • Make sure students estimate closing inventory • Be sure income and expenses are reasonable. • Students may forget to include a cost for feed if they work for their parents to pay for feed • Be sure that hours they work for parents are shown as a cash value for income here and in journal

  15. Be sure to estimate sales, do not let students include animals to be on closing inventory. Livestock or Crops Income Make sure students estimate values of assets at the end of the year (12/31).

  16. Be Sure to Key in Total Livestock Expense

  17. Agreements • Agreements MUST be filled out for ALL projects. If a student has more than one of a project type, split the space. • Placement/Work Experience – for all employment projects • Self-Employment – for all ownership or entrepreneurship projects • Research – for agriscience projects • Fill this out completely – who is responsible for what. • SIGNATURES!!!!!!

  18. Weight and Loss Record • For all animal projects. • Weight tracking for market animals • Calculate average daily gain and days on feed automatically. • Record any animal or crops losses

  19. Breeding Record • Animal Projects • Planning for births • Ancestry Tracking • Breeding Efficiency

  20. Cash Flow • Break down income and expense into categories for analysis

  21. Skills Record • Encourage students to fill this out as they go as appropriate to their project • Skills are required on proficiency applications

  22. Record of Daily Transactions Record hours worked for parents as a cash income in the journal. Record expenses that are traded for work as cash transactions in journal. List ALL HOURS a student works in the journal, paid or not. These are needed for award applications. BE SURE to transfer information from the left side to the appropriate project column on the right side. Journal

  23. List item purchased or sold Hours of labor toward a project Item transferred to SAE All 3 of these should say YES if both pages completed correctly All 3 of these should say YES if both pages completed correctly All 3 of these should say YES if both pages completed correctly

  24. Summary Page • Totals used for tracking efficiency • Totals used on a variety of applications • Student’s overall income and expense • Be sure to have students key in efficiency factors

  25. Automatic Transfer Key In this Date All Automatically Transfer All Automatically Transfer & Calculate

  26. All expenses automatically transfer & calculate Key in numbers on 1st line, units on second Auto Transfer

  27. Losses and births NOT recorded Ending inventory of one year DOES NOT match the Beginning inventory of the following year. Personal assets mixed in with SAE program assets SAE Program Titles not listed on cover Dates not listed on inventories Agreements not completed and signed. Animals not tracked for state degree applications Common Oversights

  28. All students are supposed to have an SAE The whole record book can be intimidating Abbreviated versions include only what is needed for that project type Primarily used for students NOT applying for degrees and awards Helpful for freshmen and/or new students Abridged Record Books

  29. Abridged Record Books • Livestock • Crops • Ag Business

  30. SAE Record BooksQUESTIONS??

  31. State Degree Applications

  32. Signature Page • Be sure to fill in all the required blanks • Names • Dates • Years • These help complete checklist at the end of the application

  33. AST enrollment ALL SIGNATURES MUST MARK YES OR NO ON STAR APPLICANT BOX This indicates which pages students fill out Mark which star area Signature Page

  34. Page 2 – Project List • ALL APPLICANTS complete this page • Total credits and total debits for each project are taken from the summary page of that year’s record book • Total profit/loss calculates automatically

  35. Page 2 – Unpaid Labor • THIS DOES NOT include labor worked for SAE projects. See list on application for appropriate hours to include Total of this page MUST meet or exceed 1000

  36. Page 3 – Livestock Project ScopeSTAR APPLICANTS ONLY • Points from lists at the end of the application • Livestock or crops scope MUST be completed to be considered for star farmer award • The RED letters at the top of the page change depending on mark on star applicant question on signature page Begin + New + Births = Closing + Sale + Loss

  37. Page 3 – Livestock Project ScopeSTAR APPLICANTS ONLY From Breeding Record (page 26) From journal entries (pages 29 on) These from inventory (pages 7 & 8)

  38. Page 3 - Continued Hand Calculate Page 25 From journal entries (pages 29 on) These from inventory (pages 7 & 8) From point lists

  39. Page 4 – Crops ScopeSTAR APPLICANTS ONLY Hand Calculate See Point Sheets

  40. Automatically calculate Automatically calculate Page 4 – Self Labor HoursSTAR APPLICANTS ONLY Include all hours worked for all projects. One point PER HOUR.

  41. Automatically calculate Automatically calculate Page 4 – Miscellaneous ScopeSTAR APPLICANTS ONLY Any other project scope included in this section

  42. Page 5 - Investment • All applicants complete this page, Star Applicant or Not • Get all information on this page from balance sheets (page 9 & 10) in record books, first and last record books • Show overall project investment • Page total MUST meet or exceed 1000

  43. Page 5 - Investment This data must all be hand entered. Totals calculate automatically.

  44. This data must all be hand entered. This data must all be hand entered. This data must all be hand entered. Totals calculate automatically. Totals calculate automatically. Totals calculate automatically. Totals calculate automatically. Page 5 - Investment

  45. Page 5 - Investment Transfers from Page 3 of application Total MUST meet or exceed 1000

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