Unit Funds

Unit Funds Advisor
Bldg. 1743, Victory Ave.
Fort Bliss, TX 79916
(915) 568-7506

October 2005 changes to the FRG policies.

The Directorate of Morale, Welfare, and Recreation, through the Marketing and Services Division, (specifically ITR) maintains all unit fund accounts. It is the responsibility of the Unit Commander to follow the provisions of the SOP and AR 215-1 on Unit Funds.

WHAT IS A UNIT FUND?

A unit fund is money that a unit makes and is held in trust for unit morale, welfare, and recreation activities of benefit to all members of the unit. Ø Units may vote to open functions to family members and guests.

HOW DO YOU ESTABLISH A UNIT FUND ACCOUNT?

  • DA Form 1687 (Signature Card) must be filled out with information of authorized unit fund representatives and must be updated every year.
  • Need copies of Assumption of Command Orders.
  • Delegated Unit Fund representatives must attend Unit Fund briefing.

HOW DO YOU MAINTAIN A UNIT FUND ACCOUNT?

  • Set up Unit Fund Council (a recorder and a representative to coordinate unit fund requirements with unit fund advisor). Active duty military and full time DoD civilian employees.
  • Minutes of council meetings turned in to the Unit Funds Advisor.
  • The Unit Fund representatives are responsible for maintaining a file to include copies of all unit fund turn-ins from fundraising events, as well as a copy of receipts for expenditures.

FUNDRAISING - CAR WASHES

Requests for other types of fund-raisers, and functions on the installation must be submitted to Financial Management Division, Bldg. 11, Pershing Rd. or can be faxed to 568-1921 for processing. The process takes 4-6 weeks, so all requests must be received in sufficient time prior to the date of the fund-raiser.

  • Submit request in writing to the Advisor by the 2nd Thurs. of each month.
  • Include in request: Unit address/bldg/date requested, with alternate/POC with 2 phone numbers (must be a representative listed on the DA 1687).
  • Once request is approved, the unit will be notified in writing. The approval letter is required to be in your possession during the Car Wash.
  • Bring all money earned to the Unit Funds Advisor so it may be deposited to your Unit Fund account. An After Action Report must be turned in at this time.

FUNDRAISING - RECYCLING

  • Mandatory on Fort Bliss.
  • Unit must turn in receivables for credit to the Unit account (credit is automatically transferred to account, account number is required at Recycling Center for credit).

PURCHASE PROCEDURES AND POLICIES

  • Under $500 (petty cash) - 5-day notice, for disbursements such as commissary purchases, does not include labor services or rental of facilities.
  • Over $500 - Check or Purchase Order (DA 4065R)will be issued.
  • Purchase Requests, regardless of amount, take 10 days to process. (Purchases made with Unit Funds are tax exempt).
  • Original receipts for all transactions must be turned into the Unit Funds Advisor within 3 working days of the event.

UNIT FUNDS MAY NOT BE USED FOR:

  • Non-recreational items, maintenance of non-recreational items, or service of non-recreational items.
  • Items which can be purchased with appropriated money.
  • Printed greeting cards of personal or organizational nature; printing of place-mats and napkins for functions is authorized provided they do not contain personal messages.
  • Maintenance of property for which the unit funds are not accountable or responsible.
  • The purpose of honoring outgoing/incoming commanders’, senior NCO, etc. Items generally available from stock.
  • Services which are not for the benefit of all in the unit.

UNIT FUNDS MAY BE USED FOR:

  • Events that are open to all members of the unit.
  • For morale, welfare, and recreation of soldiers and families.
  • Trophies or awards for competitive events.
  • Recreational articles, services and activities.
  • Purchase of alcoholic beverages as authorized and licensed by AR 215-1 for events.