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Region 2 Crisis Application Process California teachers Association
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Step 1 – Complete the Application Process Chapter submits crisis assistance application to the Assistant Regional Manager, including: · Completed application form, which has been approved and signed by the chapter president and CTA Regional UniServ Staff. · Projected crisis budget and timeline, which has been approved and signed by chapter president and CTA Regional UniServ Staff. · All applications and budget projections must be reviewed, signed and submitted to CAP by the CTA Assistant Regional Manager prior to CAP consideration for action. · CAP acts on the application, authorizes disbursement of funds per authorized crisis budget, and informs the chapter.
Step 2 – Keep Good Records Chapters must maintain accurate records of crisis expenditures and submit expense verification (bills, invoices, etc.) to the Assistant Regional Manager when requesting reimbursement of its authorized funds.
· Assign someone in the chapter the responsibility for maintaining all original receipts and invoices. · Establish a receipt/invoice envelope using the Crisis Receipt Envelope Label provided. · Become familiar with the CAP Record-Keeping Tips & Suggestions · If a chapter determines that crisis expenditures will exceed authorized funding, a supplemental request must be filed for CAP approval prior to expenditures being made.
Step 3 – Request Reimbursement Upon completion of the crisis, chapters should:
· Complete CAP Reimbursement Tally Sheet(s) following the written instructions. · Attached original receipts to corresponding tally sheet(s). · Submit reimbursement request to:
Assistant Regional Manager CTA Region 2 Headquarters 4100 Truxel Road Sacramento, CA 95834
All expenditures will be reviewed and submitted to CAP by the CTA Assistant Regional Manager prior to CAP consideration for reimbursement.
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