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GREEN SHEET 101

GREEN SHEET 101. Navigating your relationship with the Business Office. “Always make a copy of your green sheet and all documentation before turning it in for signatures!”. Request for Reimbursement for Items already purchased.

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GREEN SHEET 101

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  1. GREEN SHEET 101 Navigating your relationship with the Business Office. “Always make a copy of your green sheet and all documentation before turning it in for signatures!”

  2. Request for Reimbursement for Items already purchased. • The vendor name should be the name of the person the check should be made out to with the address and phone number. • You will be contacted when the check is ready. • Write in the note line if you need to have the check mailed or have other info.

  3. Request for a payment by check to a third party • Ex: Conference Registration • The vendor name should be the name of the agency to be paid. Include contact info whenever possible. • Write delivery method in the note section: mail to…, student will hand carry, etc • If you want a check, don’t forget to pick it up!

  4. Request payment by Credit Card • Ex: Hotel registrations • The vendor should be the hotel name and contact person if applicable. • Amounts may be estimated (do some research on line) • Write in notes if the registration needs to be made, has been made, is waiting for CC number or PO number, etc.

  5. Purchase from College Bookstore • Ex: Bookstore items to raffle • The vendor name should be the college. • Actual costs can be obtained from the cashier.

  6. Purchase of items on account locally • TBCC has accounts set up at certain businesses. • The vendor name is the store’s name • Describe the items to be purchase and cost or estimated cost. • Once the form is signed, a representative of the college will instruct you on how to sign for the purchase.

  7. Order Supplies • The college purchases office supplies in quantity (often below retail) • If the chapter needs supplies of this type, research the price of the items and fill out the green sheet for the preferred vendor. • Be sure to include the vendors item numbers and details like color.

  8. Final suggestions • Fill out the green sheet as completely as possible • Start the process early so you have time to acquire the items by the date needed • Keep your advisor in the loop to avoid complications. • Always make a copy of the green sheet and all documentation before turning it in for signatures.

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