Subject: Exit Memo
From: "Klein, Justin" <[email-masked]>
To: "Kaplan, Jordan" <[email-masked]>
Cc: "Parrish, Daniel" <[email-masked]>, "Hoffman, Alex" <[email-masked]>
Date: Tue, 7 Apr 2015 11:49:54 -0700

Attached please find important documents for the Finance Chief of Staff, detailed below:

2015 Event Tracker: Each event should be added to the Event Tracker.
2016 Convention packages Draft: This is the draft for our possible 2016 convention packages. This document will need to be updated.
BSD Template: When sending blast emails to new constituent groups, the contact information must be added to this template and then uploaded into the BSD Contact Upload Portal (see exit memo for more details)
Per Diem Template: The per diem template is used for trip reimbursements. All Per Diem forms can be uploaded in QuickBase. To set up team members with Quick Base accounts, email the Help Desk. For questions regarding per diem, email Molly Sullivan
Sketches Template: When requesting POTUS, VPOTUS or FLOTUS sketches, send this template along to the Finance Team as a reminder. When they return sketches, combine them into one document and send to Jordan Kaplan for review.
Log In Information: Log in codes for BSD, NGP and Quickbase.
Exit Memo: The exit memo details the main functions of the CoS role and how to perform those main functions. Dan Parrish has been briefed on the process detailed and should be able to answer any questions that may arise.

Justin Klein
Finance Chief of Staff
Democratic National Committee
(202) 479-5126
[email-masked]<mailto:[email-masked]>