Module_3_Quiz___CalLink_Finance_ASUC_GA_Agent_Training_FY24_-_Session_1
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101
Subject
Industrial Engineering
Date
Feb 20, 2024
Type
Pages
9
Uploaded by SargentElectron10280
9/30/23, 2:10 AM
Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
https://bcourses.berkeley.edu/courses/1525358/quizzes/2428791
1/9
Module 3 Quiz Due
No due date
Points
13
Questions
13
Time Limit
None
Allowed Attempts
Unlimited
Instructions
Attempt History
Attempt
Time
Score
KEPT
Attempt 5
5 minutes
10.67 out of 13
LATEST
Attempt 5
5 minutes
10.67 out of 13
Attempt 4
1 minute
10.19 out of 13
Attempt 3
2 minutes
10.33 out of 13
Attempt 2
2 minutes
9.86 out of 13
Attempt 1
5 minutes
7.58 out of 13
Correct answers are hidden.
Score for this attempt: 10.67
out of 13
Submitted Sep 30 at 2:10am
This attempt took 5 minutes.
Objectives:
1. Describe the relationship between CalLink and CalLink Finance
2. Classify the Purchase Request Categories, when they should be used, and the documentation required
for each
3. Identify the Purchase Types.
4. Categorize the types accounts and how they can be used.
Take the Quiz Again
1 / 1 pts
Question 1
Which of the following is true about CalLink Finance?
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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Only roster members with Financial Requestor, ASUC/GA Agent, Signatory, or
President/Lead Organizer designations can access the Finance features for
an organization.
Organizations can accept electronic donations via credit card through the
ASUC web-portal at asuc.org/donate.
Finance related questions related to CalLink Finance should be directed to
asucfinance@berkeley.edu
ASUC-sponsored organizations may only use CalLink/ASUC Finance for
banking; they are not allowed to hold funds in third-party bank accounts.
0.67 / 1 pts
Question 2
Partial
Partial
Which of the following CalLink Purchase Request categories may NOT
be used by student organizations? Select all that apply.
Credit Card Reimbursement Payment to Vendor Contracted Service Purchase Order Stipend Award Donation
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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Transfer Between Accounts Deposit Correct, Deposits are never made via CalLink Purchase Request; only
via mail (checks), drop box (checks and cash), credit card (ASUC
donations portal), and EFT/Wire transfer (Large payments via Nonprofit
tax ID request form)
Internal Transfer Students should use the "Transfer Between ASUC Accounts" if they are
co-sponsoring an event or paying for another group's services from the
group's Misc account. X-Adjustment 1 / 1 pts
Question 3
Put the following credit card purchase request steps in their correct
order. Organization fills out the
Callink request for the use
of the credit card
1
Purchase request approved,
approval message will note
either first date card can be
picked up, or email address
to schedule Zoom meeting
for online purchases
2
Organization checks out the
credit card from SU Finance
3
At the time of credit card
return, organization returns
4
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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the credit card and any
documents related to credit
card purchases
(organization must keep and
submit any and all receipts,
physical or picture; all
receipts must show proof of
payment, method of
payment, and/or "shipped"
status), emailing all
electronic/photo receipts to
ltam.168@berkeley.edu with
the CalLink purchase
request number in the
subject line
1 / 1 pts
Question 4
Which of the following statements about reimbursement requests is
FALSE?
Payments made to individuals via Venmo, Zelle, CashApp, PayPal, and other
Peer-to-Peer mobile payment services can
be reimbursed by the ASUC/GA
All reimbursement requests must include a receipt for each expense that (at a
minimum) is legible, includes the vendor's name, the purchase date, and
displays proof of payment (i.e., payment by credit card with last 4 digits
showing/a zero remaining balance if payment is in cash)
For any and all food and grocery reimbursements, an itemized, legible
receipt that shows proof/method of payment and proves no alcohol or other
prohibited item is being reimbursed (which should be subtracted from the
reimbursement total) is required. The ASUC/GA cannot reimburse
food/grocery expenses without such a receipt without exception.
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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0 / 1 pts
Question 5
Incorrect
Incorrect
The CalLink finance "Payment to Vendor" category may be used for
which of the following expense types? Select all that apply.
Invoices from a vendor for goods/providing a professional service Awards To pay an individual/entity (including students, individuals, businesses, etc.)
who renders a personal service (e.g., speaker, design work, DJ)
Stipends Donations to a 501(c)3 organization Transfer funds in CalLink between two or more organizations 1 / 1 pts
Question 6
Please select the statements about contracts implicating RSOs that are
TRUE. Choose all that apply.
Contracts vary greatly in complexity and should be reviewed with an OASIS
advisor to determine the feasibility of the requirements before signing.
Any contract that earmarks, encumbers, transacts, or otherwise implicates
ASUC-allocated funds must be submitted to the ASUC for review and
approval via contracts@asuc.org
(mailto:contracts@asuc.org) before
signing.
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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Some contracts include financial and legal liabilities that are ultimately the
sole responsibility of the RSO signing the contract, and might directly
implicate officers/signatories of that RSO.
ASUC-sponsored RSOs may always request that the ASUC review a contract
it wants to sign and may request that it be reviewed by ASUC's legal counsel,
if necessary.
1 / 1 pts
Question 7
True or False: An individual who pays a vendor or an individual
rendering a contracted service out of their own pocket can be
reimbursed.
True False A vendor providing services will receive a 1099 for income tax purposes
and paying out of pocket prevents that from occurring. 1 / 1 pts
Question 8
True or False: Once a request for a Purchase Order (PO) has been
approved, payment will be sent to the vendor and no further action is
needed.
True False
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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While no new CalLink Purchase Request is needed, the vendor still
needs to submit an invoice to ASUC SU Finance in order to receive
payment. 0 / 1 pts
Question 9
Incorrect
Incorrect
Which of the following documents are required to be completed when
submitting a PR for a contracted service? Select all that apply.
A completed substitute W-9 or W-8BEN through DocuSign by the payee Documentation to prove the individual is qualified to provide the service A completed Payment Voucher (hand signed by the payee) attached as
supporting documentation to the purchase request
A signed copy of the 1099-Misc, 1099-NEC, or 1042-S A completed and signed direct deposit form through DocuSign 1 / 1 pts
Question 10
True or false: ASUC Financial Services issues a 1099-MISC or a 1099-
NEC form to any payee who receives more than $600.00 income in a
calendar year from the ASUC/GA. True False
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
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1 / 1 pts
Question 11
Match the following CalLink Finance Purchase Types to their correct
descriptions.
Contracted
Services/Performer
To pay an individual or gr
Copies/Printing
To pay for fliers, banners,
Food
To pay for groceries, resta
Stipend
To pay a group member f
Supplies
To pay for the purchase o
Travel
To pay for gas, toll, passe
Other
To pay for items that do n
1 / 1 pts
Question 12
True or False: The CalLink summary account (ex: SUMMARY-200404-
CalLink Test Organization) can be selected as the payment account
when creating a purchase request.
True False
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Module 3 Quiz : CalLink Finance ASUC/GA Agent Training FY24 - Session 1
https://bcourses.berkeley.edu/courses/1525358/quizzes/2428791
9/9
The Summary account is only used to see the total accumulated funds
in the RSO's accounts and choosing this account will significantly delay
processing and/or payment of the request. If payment is being split
across more than one account, make additional CalLink purchase
requests to cover the amounts being paid from that account. 1 / 1 pts
Question 13
Payments to international vendors may be made by check. True False Quiz Score: 10.67
out of 13
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