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 Hard Copy OR

Electronic Version How?

Work with students to figure out SOMETHING they can use

Abridged record books

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

Inside Cover

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

Goals Page

Highlight text that is there BEFORE adding goals Encourage students to fill out goals for ALL

applicable areas

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.

Improvement Program

Have parent signature If students have a home improvement

project, they should NOT include improvement activities on this page.

Have instructor signature

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.

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.

Key in this total Auto transfer

Auto transfer

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.

Liabilities and values must be keyed in

Lines 6-9 calculate automatically

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

Be sure to estimate sales, do not let students include animals to be on closing inventory.

Make sure students estimate values of

assets at the end of the year (12/31).

Be Sure toKey in Total

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!!!!!!

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

Breeding Record Animal Projects Planning for births Ancestry Tracking Breeding Efficiency

Cash Flow

Break down income and expense into categories for analysis

Skills Record

Encourage students to fill this out as they go as appropriate to their project

Skills are required on proficiency applications

Journal

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.

Hours of labor toward

a project

List item purchased

or sold

Item transferred

to SAE

All 3 of these should say YES if both pages completed correctlyAll 3 of these should say YES if both pages completed correctly

All 3 of these should say YES if both pages completed correctly

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

All Automatically Transfer

Automatic Transfer Key In this Date

All Automatically Transfer & Calculate

All expenses automatically transfer & calculate

Auto Transfer

Key in numbers on 1st line, units on second

Common Oversights

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

Abridged Record Books

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

Livestock

Crops

Ag Business

SAE Record Books

QUESTIONS??