Monthly Reporting Forms
Use the LOCKED Quarterly Report form for all Monthly Reports. Include the reporting Month and Year in the Branch Name line.
| Quarterly Report | Please see the SCA Corporate site for the most recent forms. |
| Negative Report | Please see the SCA Corporate site for the most recent forms. |
Use the LOCKED Quarterly Report form for all Monthly Reports. Include the reporting Month and Year in the Branch Name line.
[top] Expense Approval Forms
Expense reports must be accompanied by receipts that account for all reimbursed funds.
| Check Request | [Download .xlsx file here] |
| Check Request (old link) | [ XLS ] (old link) |
[top] College of Heralds Submission Receipt
[top] Branch Treasurer Reporting Schedule
| Consult the current Kingdom Financial Policy for late reporting policy. The items required at each benchmark are listed below. | |
| January 31st | December Monthly End of Year Financial Report (reporting period January 1-December 31 of previous year) |
| February 28th | January Monthly |
| March 31st | February Monthly |
| April 30th | March Monthly 1st Quarter Financial Report (Reporting period January 1-March 31 of current year) |
| May 31st | April Monthly |
| June 30th | May Monthly |
| July 31st | June Monthly 2nd Quarter Financial Report (Reporting period January 1-June 30 of current year) |
| August 31st | July Monthly |
| September 30th | August Monthly |
| October 31st | September Monthly 3rd Quarter Financial Report (Reporting period January 1-September 30 of current year) |
| November 30th | October Monthly Annual Operating Budget for upcoming year |
| December 31st | November Monthly |
[top] Regional Exchequer Reporting Schedule
| 15th of the Month | Monthly Region Status Report |
| February 15th | 4th Quarter, End of Year report for previous year |
| April 30th | 1st Quarter Reports |
| August 31st | 2nd Quarter Reports |
| November 30th | 3rd Quarter Reports |
[top] What’s Included in a Monthly Report?
- Year-to-Date (Cumulative) Monthly Report, using the SCA Quarterly Report Form – add the reporting month in the branch name field
- Check Register (often referred to as the “ledger”) reflecting all months reported in the Monthly Report
- Bank Statement for the current Reporting Month
[top] Who gets what?
| Report / Item | Who Gets It | Who signs it |
|---|---|---|
| Monthly Reports | Regional Officer, Local Seneschal, B&B (if applicable), files | Seneschal, Exchequer |
| Quarterly/End of Year | Regional Officer, Local Seneschal, B&B (if applicable), files | Seneschal, Exchequer |
| Yearly Budget | Regional Officer, Kingdom Exchequer, Local Seneschal, B&B (if applicable), files | Seneschal, Exchequer |
| Event Reports | Regional Officer, Kingdom NMS Deputy, Local Seneschal, B&B (if applicable), files | Seneschal, Exchequer, Event Steward |
| NMS Checks | Kingdom NMS Deputy | n/a |
| Profit Split Checks | Kingdom NMS Deputy | n/a |
| Financial Policy | Regional Officer, Kingdom Exchequer, Local Seneschal, B&B (if applicable), files |