| January |
All |
Submit photograph to Newsletter Editor, Web Master |
| January |
All |
Review Operations Manual, calendar, and other documents to maintain familiarity with duties. |
| January |
Finance |
Review and Amend Region budget including ExCom endorsement |
| January |
Treasurer |
Request total annual Institute Allocation from the Operations Ctr. |
| January |
Treasurer |
Prepare materials for IEEE Audit |
| January |
Treasurer |
Encourage Sections to complete their year-end Financial Reports by bonus date |
| January |
Treasurer |
Discuss Annual Geo. Unit Fin. Rpt. with Delegate/Director signature (CHECK) |
| February |
All |
Standing committee staffing complete |
| February |
All |
Submit newsletter articles for spring (SoutheastCon) edition |
| March/April |
All |
Submit expense reimbursement request through Concur in accordance with Region travel policy |
| March/April |
All |
Plan meetings (if any) in conjunction with Region Committee as approved by Region Director |
| March/April |
All |
Facilitate the Financial Audit of the Region 3 Financial Records. |
| March/April |
Treasurer |
Process Concur-based expenses reports per Region travel policy |
| September |
All |
Submit articles to Newsletter Editor |
| October |
Finance |
Develop budget proposal for next year |
| October |
Finance |
Present draft budget to ExCom |
| November |
Finance |
Submit budget to ExCom for approval |
| November |
Treasurer |
Preliminary budget (next calendar year) to Finance Committee. |
| December |
All |
Submit articles to Newsletter Editor (third edition is typically optional) |
| December |
ExCom |
Approve recommended budget for next year |
| December |
All |
All chairs/officers: records transferred to incoming chairs/officers |
| December |
All |
All committee/officer records submitted to Secretary for archiving |
| December |
Treasurer |
Outgoing Treasuer: Prepare Annual Report for outgoing Del/Director’s signature |
| December |
Treasurer |
Transfer financial records to incoming Treasurer |