SGB Financial Protocols

1
SGB Financial Protocols

• Or, a Journey to SGB Financial Enlightenment in
  12 Slides

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lide One, in Which Our Hero Learns About the
SGB Executive Board

• E-Board members can sign vouchers up to 100
• Act as a resource about funding opportunities
• Review/allocate/hear appeals regarding budgets
• Authorize overdraft if needed
• Access groups organizational and financial
  records
• Act as groups advocates and intermediaries

3
lide Two, in Which Our Hero Takes on Group
Responsibilities

• Turn in/pick up all forms, tables, cash bags from
  SACBO Annex in 407 Lerner
• Bring tax exemption forms to vendors
• University cannot reimburse tax
• Pickup monthly reports which will be left in the
  mailboxes
• If there is a questionable transaction, follow up
  with Marc Haynes
• If groups need reports more often, these can be
  requested from Shatema.

4
lide Three, in Which the Power of Vouchers is
Realized

• Reps can sign up to 100
• However, the VAST majority of vouchers are signed
  by advisors
• The emphasis is on whether the group has the
  money in its account the decision as to how to
  spend the money lies with the group
• In cases where theres a contract involved or
  liability, the advisor plays a greater role
• No SGB money may be spent on alcohol

5
lide Four, the Journey to a Distant Land and
the Reimbursement of Expenses Incurred While on a
Quest

• Theres no guarantee that the money will be
  reimbursed unless approved by advisor in advance
• A voucher should accompany every TB for
  bookkeeping
• That voucher needs either the groups President
  or Treasurers signature as an endorsement

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lide Five, the Battle With the Dragon
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lide Six, in Which Our Hero is Rightly
Compensated for a Speaking Engagement Through a
Check Request

• Used to pay honoraria (payment to speakers,
  includes speaker fee and all travel costs)
• The payee must file a W9
• A voucher should also accompany all check
  requests, same as any approved voucher

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lide Seven, in Which Our Hero Graciously
Supports Another Groups Event

• Done through vouchers
• Like all vouchers, must insure that the group has
  the money in their account
• Must be approved by an advisor if over 100 or a
  Rep if under 100
• Tied to an event or activity
• Often time sensitive can be taken back if the
  event does not occur
• Like other matters, groups decide whats within
  or not within their groups agenda

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lide Eight, in Which Co-Sponsorship is
Reciprocated

• Must have confirmation in writing
• Up to group thats giving money to initiate
• Groups should always follow up with the
  co-sponsors

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lide Nine, in Which Our Hero and the Dragon
Exemplify the Spirit of the SGB and Engage in a
Free Exchange of Ideas and Open Dialogue
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lide Ten, in Which Our Hero Properly Manages
Her/His Treasure

• We now have cash bags available
• Students should deposit cash directly into SGB
  account, not into students personal account
  first
• Students shouldnt use cash theyve raised to pay
  vendors, instead use money from group account

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lide Eleven, the Oracles Promise Coming
Attractions

• Petty cash
• P-cards for a pilot group to begin with
• A safe/Drop box
• More info about budget allocations the SGBs
  and groups
• DARTS access for SGB E-Board
• Cash/Travel Advances
• A MEGAPHONE!!!

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lide Twelve, the Achievement of Enlightenment