Animal Think Tank Handbook
  • Welcome!
  • Who We Are
    • Mission & Core Values
    • Theory of Change & Power
    • Governance & Structure
  • Operational Policies & Processes (set by Direction Circle)
    • Asynchronous Governance
    • Consulting
    • Living Grants
    • Membership, Bringing People In & Letting People Go
    • Project Approval
    • Public-Facing Communications
    • Role Assignment Restrictions
    • Role Purpose Format
    • Spending Authority
  • People Policies & Processes (set by People Ops)
    • Alcohol and Other Drugs
    • Conflict Transformation System
      • Conflict Transformation System Intro & Overview
      • Informal Conflict Transformation Procedure
      • Capability & Performance Management Procedure
      • Disciplinary Procedure
      • Discrimination & Harassment Procedure
      • Grievance Procedure
      • Membership Review Procedure
      • Custom Conflict Procedure
    • Contributor Rights & Expectations
    • Leave
    • Member Agreement
    • Nonviolence
    • Redundancy Procedure
    • Respect Towards Fellow Animals
    • Sharing Rooms
    • Social Media
    • We're All Crew
    • Working With Children & Vulnerable People
  • Guides for Life At ATT
    • Feedback & Conflict
      • Conflict Transformation Resources
      • Our Approach to Communication & Feedback
      • Additional Resources on Communication and Feedback
    • Holacracy
      • Holacracy Constitution Summary
      • Holacracy Meeting Resources
        • Meeting Cards
        • Reflection Prompts for Governance Meetings
        • Template for Ad Hoc Tactical Meetings
      • How To Use The Governance Process Outside Meetings
      • Tension Processing Guide
    • Leadership Development Resources
    • Meetings
      • How to run effective meetings
      • When you should attend meetings
    • Money
      • How To Spend Money
      • How To Pay A Contractor
    • Our Approach to Power
    • Personal Organisation
    • Running A Circle
      • Role Induction Template
    • Tech & Digital Tools
      • Setup Guide: Google Calendar
      • Setup Guide: Email
      • Setup Guide: Office Scanner
      • Usage Guide: ProofHub
  • New Members: Start Here!
    • Stepping Into Your Role
    • What You Can Do In Your Role
  • Join Us
  • Suggest Improvements To The Handbook
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  1. Operational Policies & Processes (set by Direction Circle)

Spending Authority

PreviousRole Purpose FormatNextPeople Policies & Processes (set by People Ops)

Last updated 5 months ago

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  • This policy details the hard and fast rules that govern who is authorised to spend what ATT money. It adds to clause 4.1.3 of the Holacracy Constitution.

  • NOTE: When spending ATT money, you must also follow the spending guidelines provided by and in to make sure we follow tax legislation, and things are fair across the organisation.

  • Who controls the organisation's money? By default, controls all the organisation's money. In addition, may authorise roles to spend amounts up to what's allocated in the annual budget.

  • What am I authorised to spend? If you are an Associate or Core Member, you have authority to spend:

    • Work expenses budget

      • up to £300 per month in service of your portfolio of roles. Such items might include: tickets and travel costs to attend an event; buying equipment to better work from home

      • up to £100 per month on items not in service of your roles, but which serve the organisation's mission and people. Such items might include: buying supplies and food for communal use by ATT members; buying supplies for the office;

      • Any amount that has been pre-agreed with role when setting the annual budget.

    • Training budget

      • up to £1,000 per year on professional development that enables you to better energise your roles at ATT. Such items may include: role-related books, courses, conferences and associated travel expenses; leadership development courses like public speaking; coaching or retreats that help you better energise your role

      • Note: You may not use the training budget for needs that are primarily motivated for personal use, such as general therapy, sports, books, courses or wellbeing. This breaks tax law. Such expenses are intended to be covered by Living Grants.

  • How can I spend more money than I'm already authorised?

    • As per clause 4.1.3 of the Holacracy Constitution, to spend money beyond what you're authorised to spend, you must get authorisation from a role that controls the relevant money. This can be done either via a direct communication like email or text, or via the . In relation to clause 4.1.3, the 'reasonable time' to allow consideration and responses to a spending request is 15 working days (i.e. 3 weeks excluding holidays).

    • In the case of a spending request of £2,000 or more; a proactive approval is required from a relevant role, and the spend is not permitted to go ahead even after the 'reasonable time' has passed.

  • As stated earlier in this policy, when spending money, members must follow the guidelines in .

@Resourcer
@Organisational Support
How To Spend Wisely & Keep The Tax Man Happy
@Direction Steward
@Resourcer
@Resourcer
Spending Approval channel in ProofHub
How To Spend Wisely & Keep The Tax Man Happy