Business Team Timeline

Summer Quarter

 * Read playbook
 * Start looking for new sponsors
 * Setup a list with sponsors ranked in terms of priority
 * Begin process of strategizing on how to cold call new potential sponsors
 * Contact previous years sponsors and ask if they want to sponsor again
 * Sponsor visits if requested
 * Ready recruitment

Fall Quarter

 * Get new leadership on US bank account and myFinancial desktop. Order debit cards
 * Register as RSO with SAO
 * Write grants
 * COE grant
 * NASA space grant (?)
 * Get sponsors!
 * We and many other teams at UW and WSU are eating out of the same trough, so to speak.
 * Write URC proposal and intent to compete
 * Engineer it at Pacific Science Center (maybe?)
 * Sponsor visits
 * Collect dues money from team members

Winter Quarter

 * COE Grant
 * Social Event
 * Start planning Utah Trip, book Utah rooms over spring break
 * Write SAR paper and script for SAR video
 * Resume Workshops

Spring Quarter

 * Sign up for engineering discovery days
 * Book Rental cars and Idaho hotels
 * Send year end gifts and update to sponsors.
 * Sponsor visits

To get new members on to US bank account you need to bring the following along with a member already on the account with the new member to the US bank branch in the HUB. Same processes to remove people, except when removing that person doesn’t need to be there.
 * Government issued ID (everyone)
 * Most recent meeting minutes
 * Typed document that includes:
 * Full name of organization
 * Approximate Date Established
 * Purpose statement
 * List of officers, First name, last name, title
 * Who is being added/removed
 * Who is the existing member doing the signing.

Treasury:
there are X main duties for the treasurer.

Year round:

 * Create/maintain a purchase order (PO) template for other subsystem leads to follow for submitting POs.
 * Make any approved purchases within reason.
 * If a purchase would put the team in debt, you have the right to deny the execution of said purchase.
 * You may use either the US Bank or ME account for purchases at your discretion. However:
 * Purchases made using the ME account must be done so through PurchasePath.
 * Purchases made using the US Bank account should be considered “urgent”, or if the ME account is low on funds. It is easier for US Bank transactions to be processed, and there is more flexibility regarding shipping and the like.
 * Create/maintain a budget report documenting the team’s fiscal state and financial transactions.
 * Develop budget analyses projecting the team’s current budget, the intended/ideal budget, and noting any relevant expenses/details that have come up.
 * Use the current year’s PDR/CDR data as it becomes available when developing these analyses.
 * Use historical data, but only as a starting point. The team will grow and that data will become inaccurate.

Fall Quarter:
Money collected from dues are deposited into the team’s US Bank account.
 * Collect membership dues
 * There are currently 4 payment methods:
 * Cash: the important thing is that you have the correct amount. Ideally, keep in an envelope (plain or manila, preferably manila).
 * Card: money collect via debit/credit card is currently done so through Square. There is a Square reader that plugs into the headphone jack of your mobile device; this lets your phone read card information. As such, you need the Square mobile app with the team’s account logged into it. Then, you transfer any collected money through Square; Square may or may not do this automatically. Note that Square takes about a 2.5% cut from each transaction. Despite this, we do not charge extra to those who pay by card.
 * Check: Checks should be made out to “Husky Robotics Team”.
 * Venmo: The team’s Venmo handle is “@huskyrobotics”.

Constitutionally speaking, this is not a requirement for the treasurer. However, it is a duty typically delegated to the treasurer because the treasurer can then have the roster filled out while simultaneously collecting dues. If the team has an application for new members, that information can be used to help facilitate this task. The roster should have the following information:
 * Create/maintain the team roster
 * First and last name
 * E-mail
 * Intended subsystem
 * Gender (have the option to not respond)
 * Race/ethnicity (have the option to not respond)
 * Are they 18+?
 * Major (and is it intended or declared)
 * Class standing
 * Student ID
 * Phone number
 * Did they sign off the photo release?
 * Did they pay dues?
 * A column for any relevant notes (for example, their dues payment method).

From this information, the following will be developed (nothing for you to do here):
 * A team e-mail list
 * A list of people to give access to Slack
 * A list of people to give card access to the MEB