General OPD Knowledge
Understanding the online tools
SPOT
Show Me the Money
Closing Up Project
100
The OPD Wiki Page. (http://wiki.uscm.org/display/sp/summer+project+operations)
What is the best place to answer all of my questions?
100
The location to find your project's chartfield or add it in.
What is the Operations Tab on the Online Summer Project Tool?
100
If you categorize your expenses in this tab, it will keep your budget up to date.
What is the PeopleSoft Transactions Tab in SPOT?
100
No, they can't give to themselves although they can make a personal payment (to be submitted as Misc Income).
Will a student's check for themselves count as a donation?
100
The cost of their domestic plane flight, required shots and any expenses related to MPD.
What can a student reimburse if they raise excess support?
200
Peoplesoft Financials
What is the name of Cru's financial processing system?
200
Where you would go to download all OneCard expenses from your project's chartfield.
What is PeopleSoft Financials?
200
This will help you track your cash expenditures efficiently and effectively.
What is the Advance Ledger Tab in SPOT?
200
By asking for a transfer from their staff account.
What is the best way for a staff member to give to a student going on a project?
200
Before it can be sent to Headquarters, you must sign it and mail it (along with all original receipts) to your regional Finance Pro.
What to do when you clear your Operating Advance?
300
General project information, arrival details, housing details, encouragement on MPD and forms to return to project leadership.
What is everything you can communicate in an acceptance packet?
300
Twitter, Facebook and GroupMe.
What are three great resources to communicate with your students on project?
300
You use this to verify that student donations in the project tool match your project records.
What is the MPD Summary Tab in SPOT?
300
Receipts for a single expense of over $75, all lodging, airline travel, per diem and medical services.
When you would need a receipt to accompany your operating advance (although you should keep all your receipts)?
300
They have raised enough support, it was submitted as Miscellaneous Income, a completed Student-Volunteer Check Request Form and a document on Cru Letterhead with student's name, address, chartifle and refund amount.
What are the requirement to refund a student's initial deposit?
400
Motivates students to start raising support and can account for room necessary with hotel/venu.
What is the importance of requiring a deposit?
400
Where this information can be found: Student name, campus they are from, acceptance date to project, the student's balance, and the student's designation number.
What is the Summer Project Tool?
400
The "Prep SPOT for Student OPD" button.
What do you need to click on SPOT to prepare for the student OPD?
400
You have a maximum of this amount of time to clear your cash advance without tax penalty.
What is 90 days from the advance being approved?
400
Using a staff account transfer that is established with your regional Finance Pro for scheduled timing and amount of transfers for each staff member.
What is the best way to charge staff their project fees?
500
The contract, the contract routing slip (CRS), and a W-9 from the vendor.
What are the three required documents to send to your Fin Pro to process a contract?
500
They are helpful in creating synergy for the project and a place to share photos. Also, best if they are private.
What are Facebook groups?
500
This tab is critical for clearing all cash expenses for the project and pulls its information from the Advance Ledger Tab in SPOT.
What is the Operating Advance Tab in SPOT?
500
Your Fin Pro and Kent Herr.
Who should be signers on your Project's local checking account (besides the OPD and the Project Director)?
500
Pay outstanding bills, reimburse all students (as appropriate), send all contributions/student payements to Orlando, clear the operating advance and have all receipts needed, summarized project expenses, and remember that this is helping the Great Commission!
What are things to remember when closing out my Summer Project?
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