General OPS Policies & Practices
This person serves as our direct point of contact with Inquiring Systems for finance.
Who is Jenna Svobodova?
The form we use to send payment forms for completion.
What is DocuSign?
The tool we share to track dates of conferences and convenings, SAAFON-hosted events, holidays and individual time-off.
What is TeamUp?
The place on Sharepoint to find a blank timesheet or reimbursement form.
Documents Hub
Name the app all staff should use to secure store, share and manage passwords.
LastPass
This team should review and approve all contractor/vendor contracts before the project begins.
Who is the Operations Team
Name the 3 current reservation functions we use on TravelPerk.
Booking a flight, reserving a rental car, booking a hotel
This person reviews Honorarium requests and submits documents to ISI for processing
Kayla
The ISI staff person to contact with questions regarding pay, vacation/sick time or health benefits.
Cheryl Roycroft
Name all three documents required to process payment to a vendor once the contract has been approved
What is an invoice, W9 and Payment Authorization/ ACH form?
FILL-IN THE BLANK: All planning of SAAFON-hosted events should begin with a ___________.
What is a pre-approved budget?
The staff person who processes Sponsorship requests
Alsie
Who should staff contact first to review their Professional Development Request Form for approval?
Who is their direct supervisor?
Three important components that every contract should include.
What are terms of payment, deliverables, timeline?
The amount determined by the IRS/GOV that each staff member can spend on meals and lodging per day when traveling for work.
What is per diem rates?
How long does it for most banks to process payments once all documents have been submitted?
3-5 business days