Procedure Steps

1. The Chapter Member(s) wishing to make an expenditure request (hereafter referred to as the “Requestor”) fills out and submits the Milwaukee DSA Expenditure Request Form at least one (1) week in advance of any deadlines associated with the request.
2. The Chapter Finance Team and/or Chapter Treasurer (hereafter referred to as the “Reviewer”) reviews the request within one (1) week. The Reviewer then determines if the request meets the following:
   • Criteria:
     • If the request meets both these criteria, the next steps of this procedure are then performed. If the request fails to meet any of the above criteria, the Reviewer denies the request and informs the Requestor of the reason(s) for denial, after which this Procedure is complete and no further steps are necessary. 
     • It is qualified for consideration according to the Governing Documents of Milwaukee DSA
   • If the request meets both these criteria, the next steps of this procedure are then performed. If the request fails to meet any of the above criteria, the Reviewer denies the request and informs the Requestor of the reason(s) for denial, after which this Procedure is complete and no further steps are necessary. 
3. The Reviewer determines what body of the Chapter is required to approve or deny the request (hereafter referred to as the “Grantor”), and refers the request to the appropriate party.
4. The Reviewer contacts the Requestor to inform them of the date, time and location at which the Grantor will consider the request, and asks if the Requestor or another person is available at that date and time to explain and motivate the request to the Grantor.
5. The Grantor approves or denies the request at the next available opportunity, and informs the Requestor of their decision.