Financial Policies - Revision history

Anonymous Moose: /* Cancellations and Refunds */

2018-08-07T20:29:33Z

‎Cancellations and Refunds

Anonymous Moose: /* Cancellations and Refunds */

2018-07-23T01:18:18Z

‎Cancellations and Refunds

Anonymous Moose at 00:08, 9 April 2018

2018-04-09T00:08:07Z

Anonymous Moose: /* Cash Advance Policy */

2018-03-29T01:56:22Z

‎Cash Advance Policy

Haydee at 00:08, 17 March 2017

2017-03-17T00:08:13Z

Haydee at 13:56, 19 March 2016

2016-03-19T13:56:10Z

Haydee at 13:54, 19 March 2016

2016-03-19T13:54:36Z

Anonymous Moose: /* Yearly Budgets for the Program and Year-Round Support Circles */

2015-11-07T02:24:48Z

‎Yearly Budgets for the Program and Year-Round Support Circles

Anonymous Moose: /* Other Financial Policies */

2015-04-26T21:41:06Z

‎Other Financial Policies

Anonymous Moose: /* Other Financial Policies */

2015-04-14T17:00:08Z

‎Other Financial Policies

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 ==Cancellations and Refunds==
 * For Weekend programs: If notified by email at registrar@shehaquafamily.org up to 5 days before the registered program starts, we will issue a refund minus a 5% cancellation fee. After that, if notified up to the day before the registered program starts, we will issue a refund minus a 10% cancellation fee. Those not showing up will not receive a refund.
-* For all Family Camp programs in summer:  If notified by email at registrar@shehaquafamily.org by June 30, we will issue a refund minus 5% for credit card processing fees. For cancellations after July 1 up to the day before program starts the cancellation fee is 35%. Those not showing up without letting us know will not receive a refund.
+* For all Family Camp programs in summer:  If notified by email at registrar@shehaquafamily.org by June 30, we will issue a refund minus 5% for credit card processing fees. For cancellations after July 1 up to the day before program starts the cancellation fee is 35%. Those not showing up without letting us know one day before camp starts will not receive a refund.
 == Other Financial Policies ==

@@ Line 28: / Line 28: @@
 ==Cancellations and Refunds==
 * For Weekend programs: If notified by email at registrar@shehaquafamily.org up to 5 days before the registered program starts, we will issue a refund minus a 5% cancellation fee. After that, if notified up to the day before the registered program starts, we will issue a refund minus a 10% cancellation fee. Those not showing up will not receive a refund.
-* For all Family Camp programs in summer:  If notified by email at registrar@shehaquafamily.org by June 30, we will issue a refund minus 5% for credit card processing fees. For cancellations after July 1 up to the day before program starts the cancellation fee is 35%. Those not showing up will not receive a refund.
+* For all Family Camp programs in summer:  If notified by email at registrar@shehaquafamily.org by June 30, we will issue a refund minus 5% for credit card processing fees. For cancellations after July 1 up to the day before program starts the cancellation fee is 35%. Those not showing up without letting us know will not receive a refund.
 == Other Financial Policies ==

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 == Cash Advance Policy ==
 Organizers of Shehaqua programs can request a cash advance from the bookkeeper to pay for program expenses. They will need to fill in a form available online and submit it to the bookkeeper. Anyone failing to return the receipts and/or leftover cash from a cash advance to the bookkeeper within 30 days after the event is over will be banned from getting future cash advances.
 == Other Financial Policies ==

@@ Line 25: / Line 25: @@
 == Cash Advance Policy ==
 Organizers of Shehaqua programs can request a cash advance from the bookkeeper to pay for program expenses. They will need to fill in a form available online and submit it to the bookkeeper. Anyone failing to return the receipts and/or leftover cash from a cash advance to the bookkeeper within 30 days after the event is over will be banned from getting future cash advances.
 == Other Financial Policies ==

@@ Line 7: / Line 7: @@
 == Food Budget ==
-$3.75 per person per meal
+$3.80 per person per meal
-* Includes napkins, disposable dishes and cutlery, and paper towels for the kitchen
+* Includes napkins, disposable dishes and cutlery, and paper towels for the kitchen. Paper plates and bowls are preferred versus styrofoam.
 * Applicable to all programs

@@ Line 5: / Line 5: @@
 * Itemized budget amounts should be spent on the items they were budgeted for. But, if needed, circles can move money around from one itemized category to another without approval for amounts up to $100. (For example, $100 originally budgeted for marketing flyers can be spent on creating a marketing video that cost $100 more than originally budgeted for.) The circle’s overall budget amount approved by the Council still applies.
 * If any unforeseen expenses that were not budgeted for come up during the year (for a new project, for example), a special budget request can be submitted to the Financial Circle. This request must be submitted at least 2 months in advance of the time the money is needed. The Financial Circle can approve unforeseen expenses up to $100 without first informing the Council, and can instead report it to the Council at the next scheduled meeting. Requests for unforeseen project expenses higher than $100 need to be approved by the Council first.
 == Budget Overdraft ==

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 == Yearly Budgets for the Program and Year-Round Support Circles ==
 * Each circle puts together an itemized budget request for their estimated yearly expenses by February 1 and sends it to the Financial Circle. It’s okay to add $50–100 for unforeseen expenses that can't be itemized.
-* The Financial Circle evaluates the budget and suggests changes to the circle if necessary. The Financial Circle sends the adjusted budget to the Council by March 1, together with recommendations based on the expenses of the previous year and the overall financial situation.
+* The Financial Circle evaluates and comments on the budget and provides their comments to the circle if necessary. If desired, the circle can adjust their budget and send it to the Financial Circle. The Financial Circle sends the commented budget to the Council by March 1, together with recommendations based on the expenses of the previous year and the overall financial situation.
 * The Council discusses yearly budgets during the March meeting. If a budget is not approved by the Council, the Council will inform both the circle concerned and the Financial Circle soon after the meeting.
 * Itemized budget amounts should be spent on the items they were budgeted for. But, if needed, circles can move money around from one itemized category to another without approval for amounts up to $100. (For example, $100 originally budgeted for marketing flyers can be spent on creating a marketing video that cost $100 more than originally budgeted for.) The circle’s overall budget amount approved by the Council still applies.
 * If any unforeseen expenses that were not budgeted for come up during the year (for a new project, for example), a special budget request can be submitted to the Financial Circle. This request must be submitted at least 2 months in advance of the time the money is needed. The Financial Circle can approve unforeseen expenses up to $100 without first informing the Council, and can instead report it to the Council at the next scheduled meeting. Requests for unforeseen project expenses higher than $100 need to be approved by the Council first.
 == Budget Overdraft ==
 The Financial Circle can authorize and reimburse the overdraft of a specific budget-item up to 10% (but $50 maximum) without consulting the Council. If the overdraft amount is greater than 10% or $50, the Council needs to approve. If a circle or person is overdrafting the budget more than once, the Council needs to be informed.

← Older revision		Revision as of 21:41, 26 April 2015
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	* [[Program_Policies\|Special Education Tracks]]		* [[Program_Policies\|Special Education Tracks]]
	* [[Program_Policies\|Program Director’s Authority to Extend Early Bird Fees]]		* [[Program_Policies\|Program Director’s Authority to Extend Early Bird Fees]]
		+	* [[Program_Policies\|Program Director’s budget]]

← Older revision		Revision as of 17:00, 14 April 2015
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	* [[Program_Policies\|Meals and Lodging for Guests/Unregistered Visitors]]		* [[Program_Policies\|Meals and Lodging for Guests/Unregistered Visitors]]
	* [[Program_Policies\|Special Education Tracks]]		* [[Program_Policies\|Special Education Tracks]]
		+	* [[Program_Policies\|Program Director’s Authority to Extend Early Bird Fees]]