End of the Year Reimbursement Claims:  District Treasurer is asking that all reimbursement claims for the 2007-08 Rotary Year be submitted to him no later than July 15^th so that end-of-the-year financial reports can be prepared in a timely manner. Send those to Dave by e-mail at dmantooth@sjcoe.net or by mail to P.O. Box 425, Escalon, CA  95320. 

District 5220 Handbook of Financial Procedures

Get the handbook

The intent of this handbook is to assist the following:

• individuals who have been chosen to chair the District’s major events (e.g., District Conference, District Assembly, Foundation Dinner, RYLA/Camp Royal, etc.)

• to be heads of committees in carrying out their responsibilities dealing with the collection and disbursement of funds

• club treasurers in the handling of semi-annual dues invoices and other district payments.

This handbook is meant to be an ongoing document with additions and corrections made based on comments, questions, or suggestions of those utilizing it in carrying out Rotary duties. It will be reviewed on an annual basis by the District Budget and Finance Committee. At any time that you have questions, always feel free to contact District Treasurer Dave Mantooth.

Get a District 5220 Expense Voucher

• Word Format

• PDF Format

When using the Word version, toggle the Insert Key on your keyboard one time. This will allow you to overtype the spaces on the form without revising the form shape or size. When finished, toggle the Insert Key again to return to default mode (Insert on - Overtype off.)

If you can open the Word document, this would be the preferred choice as you can fill it in electronically, save it, and then attach it to an email to the Treasurer to speed processing and payment.