Fall Treasurer Workshop

Guide to Club/Organization Treasurers!

My Role as SGA Treasurer

To monitor the funding of all 130+ Clubs/Organizations

Allocate funding for each Academic Year in the Spring

Act as a liaison between organizations and Community Development

Process all financial paperwork

Oversee all financial transaction conducted by Student Government

Arrange and suggest Co-sponsorship requests

Co-Chair of the Finance Committee

YOUR Role as Treasurer

Process all financial paperwork (IDT’s, Check-Req’s, etc)

Always keep your budget current

In charge of your club/organizations fundraising efforts

Keep Track of Your Budget!

EVERYTHING must go on your Budget Spreadsheet Purchases

GDS Orders

Fundraising Deposits

Credit Card Purchases

etc

How Do You Request/Access Money?

Program Proposals! Submit ALL the time – for programs, for money, for finance committee, for meetings, etc

Submit via 25 Live – if you need the training please let me know

Timeline for Program Proposal Submission

To Ensure funding… One Week Prior – A simple meeting

Three Weeks Prior – An Event (no Dj’s, no Contracts)

One Month Prior – Large Event (On/Off Campus, DJ, Performers, etc.)

Contracts, Lodging, & Transportation 101

Contracts Must be drawn up/signed at least two

weeks prior to the event with Rachel Siconolfi in Room 221- University Center W9 Form needs to be signed as well

Full Time faculty member must be the contact person for the contract

Once completed, It is important to HAND it to Rachel in Room 221

Lodging and Transportation Have to receive transportation/lodging

quote before submitting Program Proposal

Waiver forms/Chaperone forms need to be signed before payment

The final step: Reserve through Rachel Siconolfi Room 221 in the University Center

*NEW*- GDS Food Ordering Process

If your club/organization plans to order through GDS this year: See Rachel to set up a GDS account for

your organization

Also, GDS Menus will be in her office for your convenience to look at

Ways to Spend/Receive Money

Want to Spend Money? From your account – Only money that

is present in your account will be spent Via IDT for on campus services – found

on blogs.shu.edu/sga

Community Development Credit Card – Order online services/transportation/lodging through the Credit Card *see Rachel*

Check Req – Spend money out of pocket, be reimbursed Form found on blogs.shu.edu/sga

Want More Money? Finance Committee – Each Semester

Finance Committee has an average of $33,000 to give in aid to clubs/organizations

FUNDRAISE – The best thing you could do for your organization! & the money accumulates from year to year! *Remember*- All fundraised money is to

be given to the University Center Ticket Office. Once your receive a receipt, bring it to Room 221 to record on your account

Forms – Check Requisitions

Reimbursement form

When submitting this form, please attach the receipt with your items that you purchased DO NOT include personal items on this receipt – your request will not be granted

If you do not want it sent to the address the University has on file, indicate pick up in the “Special Instructions” area

Only purchases over $250.00 need approval from Community Development If equal value or under, please have a statement signed by President and Treasurer confirming

their knowledge of this purchase

If student, must be the address on file with the University

Must include the following:

• What expenditure was

• Name of Club

Forms - IDT

IDT forms are used for the following: Purchase on campus services (Print Shop,

Campus ID Office, Etc)

Co-sponsorship via monetary aid

Name of Organization that money is coming from

Name of Organization that money is going to

DateDescription/list of what is being ordered, event name

Total all items

*NEW*- Finance Committee Forms

Before You Want To Meet with Finance Committee…

Submit a program proposal requesting Finance Committee assistance

Once your program has been approved/received an approval email, Submit a FC form via survey monkey Blogs.shu.edu/sga - forms

What To Bring To The Meeting NEW – Finance Committee Breakdown

Sheet – To be brought to the meeting 8 copies

Blogs.shu.edu/sga - forms

*NEW* Co-sponsorship Request Form

New Process for submission Blogs.shu.edu/sga, forms section, Co-sponsorship Request –ONLINE FORM!

Co-Sponsorship budget is open to: Non SGA Recognized Organizations

Departments

Greek Life

Who I Work With…

Rachel Siconolfi, Room 221 (top floor in U-Center)

rachel.siconolfi@shu.edu

Colleen Dallavalle – Room 117A (1st Floor U Center (next to the Living Room))

colleen.dallavalle@shu.edu Maggie Bach – Room 227 (top floor in U-Center)

Maggie.bach@shu.edu

Treasury Team

Ashley Jefferson SGA Treasurer

Jessica PageAssistant Treasurer

Timothy HoffmanFinance Chair

My Contact Information

Sgatreasurer@shu.edu

Office Hours – Wednesdays 11-12:15, 5-6pm

Reminder – INVOLVEMENT FAIR!

Involvement Fair is Thursday September 5 from 11am -3pm

Open to all Student Group and Departments

Sign Up Now to have a table or risk being on the wait list! https://www.surveymonkey.com/s/2013InvolvementFair

Any Questions?