Line Item Transfer Policy Number and Last Update
(01.09.23/00-0000)

Policy

Parents and all members of the planning committee must be involved in developing every annual delegate budget, which is then approved by the policy committee, the grantee officer, and policy council. Once this budget is approved and incorporated into the federal funding application, changes to it cannot be made without the approval of all the parties involved.

Procedures

Use a line-item transfer form for prior approval of changes of more than $2,500 or 10% of the donating line. (This is per transfer or cumulative total from a donating line per year). The policy committee must approve and sign before the request is submitted to the grantee office; approval on any level is not assured.

Procedures are not modified in June or any other period of the fiscal year.