Co-Op Budget Tracker

The SEM Co-Op Budgets document is in place to track the co-op budgets that each client allocates to various manufacturers. Our Juniper team utilizes this list as they go through and build the co-op reports each month. It is also a way to double check that the budget breakdowns are represented correctly on the clients invoice each month.   

SEM reps do NOT have access to edit this document, either our department's dedicated co-op person or our Juniper team will keep this updated. For this reason it is important to follow these steps: 

1. When a new client starts co-oping send an email to Accounting with the budget and budget breakdown that includes the budget allocation for each co-op.
   1. CC Chris Taylor 
   2. CC SEM Department
2. Make sure the correct budget breakdown is always correctly represented on the client's SEM: Budget Changes Trello card.
   1. If a client makes a change to their overall budget or just their budget breakdown, move the card to the "Budget Changes column".
   2. Update the description with the new budget and budget breakdown. 
   3. @Angel on the card to ensure that Accounting knows to update the itemized budget breakdown on the client's invoice.