Spending Authority

• 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 @Resourcer and @Organisational Support in How To Spend Wisely & Keep The Tax Man Happy to make sure we follow tax legislation, and things are fair across the organisation.

• Who controls the organisation's money? By default, @Direction Steward controls all the organisation's money. In addition, @Resourcer 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 @Resourcer 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 Spending Approval channel in ProofHub. 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 How To Spend Wisely & Keep The Tax Man Happy.