Administration & Finance

The Hub » Administration & Finance

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Jump to Administration | Contracts & Consultants | Finance & Accounting | Lobbying | Office & Building Management | Organizational Financial Info | WRA Calendar | Let Rick know if you would like something added to this section or if a link doesn’t work.

Administration

• Document Retention Policy
• Admin Team Strategic Plan

Contracts & Consultants

Remember, Rick needs to approve any contract drafts before being sent off to a contractor for their signature.

• Please upload your contract, and answer the questions, through Rick’s Asana contracts portal.
• Contract Template
• Consultant ACH/Direct Deposit Payment Form
  • If a consultant wants to be paid via ACH/direct deposit, the consultant should complete this form and submit it to with their invoice. You should then send the completed form to Ella enroll the vendor in the direct deposit payment system.

Finance & Accounting

• Divvy Credit Card How-To Instructions
  • Get the iPhone Divvy App
  • Get the Android Divvy App
• Expense & Account Codes
• Expenditure Policy
• Check Request Form
• Reimbursement ACH/Direct Deposit Payment Form
  • If you want to your reimbursement payment delivered via ACH/direct deposit, you should complete this form and submit it to Ella.
• Gift Acceptance Policy (cash, checks, securities, non-standard gifts, etc.)
• Mileage Reimbursement Rate:
  • 65.5¢ per mile for travel taken in 2023
    

Lobbying

• Lobbying & Registering as a Lobbyist in Colorado
• Am I Lobbying Flow Chart

Office & Building Management

• Boulder Alarm Instructions

Organizational Financial Information

• FY2020 Organizational Budget (public version)
• Most Recent Audited Financials
• Most Recent Form 990
• IRS 501(c)(3) Determination Letter
• Certificate of Good Standing – Email Ella or Rick to get a copy with today’s date.
• Colorado Sales Tax Exemption Certificate
• Boulder Sales Tax Exempt Certificate
• New Mexico Sales Tax Exemptions
  • Sales tax exemptions in NM are granted vendor by vendor. Currently we have exemptions for Albertson’s, Blue Corn Cafe, Hotel Santa Fe, Jake’s Dining, Kina d/b/a AlphaGraphics, Office Club, OfficeMax, Signs Today, and Trader Joe’s.
  • Email Rick if you would like WRA to apply for a NM exemption certificate for a vendor not listed above.