List the name of each person who has issued a check to CARL or the persons
for whom checks have been issued by institution or persons. If an institution
or person pays for several persons, indicate each person's name. If cash
is submitted, substitute your own personal check for the cash.
Itemize separate amounts, as well as total amount of the check, e.g., Libby
Librarian paid $20 ($10 - luncheon, $10 - ACRL only membership dues). Include
date money/checks were received. Indicate total amount enclosed in the envelope
sent to the Treasurer, i.e.,
Provide complete information about program expenses on the Program
Financial Summary form.
Submit all forms promptly to the Secretary/Treasurer, within two weeks after
the program if possible. Indicate any time requirements as well as names and
addresses for payment of bills to individuals or institutions. If an event is
postponed or canceled, send a brief statement of revenues and expenses.
Indicate the various revenue and disbursement categories, such as specific membership
dues, printing, mailing labels, luncheon/dinner meeting, programs, postage,
office expenses, donations, travel, etc. This will make the budget useful as
a planning and operating tool.
When an event /meeting/meal/program is co-sponsored with one or more organizations,
indicate to the Secretary/Treasurer the extent of CARL sponsorship, to which
organizations the check/registrations are payable, and level or percentage of
revenue and/or profit CARL will be allocated which has been agreed upon in advance.
All arrangements for program co-sponsorship must have the prior approval of
the appropriate regional Vice President.
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