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- Get keys to cabinet containing cash box
- Get added as financial signatory in ASA database
- Email "funds@mit.edu" in order to gain access to SAPweb (this might take a few days) (this may be unnecessary due to Atlas being all new and shinyis essentially unnecessary now that we use Atlas)
- Attend financial signatory training
- Read the financial guidelines on the SAO website
Accounts
Main Account
2720524. This is where all our money is deposited and where we can spend money on frivolous things like food for rush events and things of that nature. To deposit money, go to the ASA on the fifth floor of the Student Center and get a deposit slip. Fill it out as per the directions on the sheet. Then put the money in the envelope and bring it with the form to the Bank of America on the first floor to deposit. Finally, return the yellow part of the deposit slip and receipt, both of which the bank teller will give you, to the ASA.
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There are typically two trips to Friendly Toast each semester paid for in part by the ensemble: one after the small show (CPW, REX) and another after opening night of the term show. Limit everyone to a $15 $10 budget. People are quite good about this and it keeps the bill at a reasonable $300. If someone wants to spend more than $15$10, have them pay the difference to the ensemble (cash box).
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First, you need to fill out an Employment Agreement form (found on the SAO website) and submit it to SAO. You then need to contact MIT's HR offices. Contacts for this in the past have included Alicja Estabrooks and Graham Haskin. You can find out from SAO who you should contact. They'll need a copy of the employment agreement as well as authorization from SAO. They'll then schedule a meeting for your director with an MIT HR representative; they'll have to fill out an I-9 and W-4 and bring them to the meeting.Even after contacting the HR offices, keep an eye out to make sure the meeting happens and your director gets paid- not paying people is sadYou can then bring your director to the I-9 office to fill out their form, and they should be all set after that.
Also, try to make it clear to your director that this process often gets delayed, and they shouldn't depend on the stipend to not get kicked out of their apartment or whatever.
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There isn't really a secret to these. Look at previous Finboard applications and copy as much as you can. These are accessible here by clicking on the link for old Finboard applications and inputting the Ensemble's FInboard Finboard account number. Despite what they say, they don't actually care if you submit an itemization for items more than $200, at least when these items are things like props or costumes that are hard to predict in advance. Appeal if anything bizarre happens and you don't get money for something you normally do. Make sure to read Finboard's rules for what money you can and can't have- don't bother asking for things they explicitly deny, like off campus retreats, or more than $100 in publicity money. Definitely look at food rules to make sure you're using them properly- you can classify food as event food or operations food, and there are limits to each, so use them wisely.
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Capital Purchases
Plotter paper and ink
Changing the door code? (costs $120 as of fall 2018)
In general, be nice to finboard. They're pretty awesome people for wanting to spend their free time allocating money, so send them lots of thank yous every time you have to send them a complaint or whatever.
Lighting rentals from E33
We pay E33 for lighting rentals differently than almost anyone else — there are no RFPs involved, nor is there any paperwork for us other than the initial invoice from E33. Once we give E33 our approval of the rental invoice, they initiate a Journal Voucher, which transfers the money directly out of whichever account we specify to them, with no further action required on our part. E33 usually processes JVs in batches near the end of each finboard cycle, so don't be alarmed if you don't see the transfer occur right away. If you have any questions about this, there are generally many members of E33 in the Ensemble, and they may be able to help.