Routine Reports

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 ReportPlease see the SCA Corporate site for the most recent forms.
Negative ReportPlease 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[ XLS ]

[top] College of Heralds Submission Receipt

CoH Submission Receipt – Single Client Form[ XLS ]
CoH Submission Receipt – Roster Form[ XLS ]

[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 31stDecember Monthly
End of Year Financial Report (reporting period January 1-December 31 of previous year)
February 28thJanuary Monthly
March 31stFebruary Monthly
April 30thMarch Monthly
1st Quarter Financial Report (Reporting period January 1-March 31 of current year)
May 31stApril Monthly
June 30thMay Monthly
July 31stJune Monthly
2nd Quarter Financial Report (Reporting period January 1-June 30 of current year)
August 31stJuly Monthly
September 30thAugust Monthly
October 31stSeptember Monthly
3rd Quarter Financial Report (Reporting period January 1-September 30 of current year)
November 30thOctober Monthly
Annual Operating Budget for upcoming year
December 31stNovember Monthly

[top] Regional Exchequer Reporting Schedule

15th of the MonthMonthly Region Status Report
February 15th4th Quarter, End of Year report for previous year
April 30th1st Quarter Reports
August 31st2nd Quarter Reports
November 30th3rd 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 / ItemWho Gets ItWho signs it
Monthly ReportsRegional Officer, Local Seneschal, B&B (if applicable), filesSeneschal, Exchequer
Quarterly/End of YearRegional Officer, Local Seneschal, B&B (if applicable), filesSeneschal, Exchequer
Yearly BudgetRegional Officer, Kingdom Exchequer, Local Seneschal, B&B (if applicable), filesSeneschal, Exchequer
Event ReportsRegional Officer, Kingdom NMS Deputy, Local Seneschal, B&B (if applicable), filesSeneschal, Exchequer, Event Steward
NMS ChecksKingdom NMS Deputyn/a
Profit Split ChecksKingdom NMS Deputyn/a
Financial PolicyRegional Officer, Kingdom Exchequer, Local Seneschal, B&B (if applicable), files