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Spring 2014 Treasurer’s Meeting

Spring 2014 Treasurer’s Meeting. Financial Forms. Form 1023. Form SS-4. Requesting Funds. Plan the event and record all monetary needs Budget Venue Date Marketing plan Set a time to meet with a Division mentor. Reminders. Time Deadlines <$2,000 – 4 weeks $2,000-$7,000 – 8 weeks

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Spring 2014 Treasurer’s Meeting

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  1. Spring 2014 Treasurer’s Meeting

  2. Financial Forms Form 1023 Form SS-4

  3. Requesting Funds • Plan the event and record all monetary needs • Budget • Venue • Date • Marketing plan • Set a time to meet with a Division mentor

  4. Reminders • Time Deadlines • <$2,000 – 4 weeks • $2,000-$7,000 – 8 weeks • >$7,000 – 4 months • Completed proposals must be turned in a full week before the Finance Division Meeting presentation • Thursday 5p.m. • No rushing

  5. Reminders • A2. S1.“All forms, documents, and other papers issued by the Finance Division to any RSO will be considered a legally binding contract.” • Debts must be repaid

  6. Reminders • Evaluations • A7. S1. “The Allocation Evaluation consists of two parts: the allocation evaluation form, which must be completed within four calendar weeks after the conclusion of the event; and the verbal presentation of the allocation evaluation before the Division, which must be completed within two meetings of the Division, from the conclusion of the event. Additionally, the allocation evaluation form must be completed, signed, and submitted to the Fund Administrator at least one week prior to the meeting at which the RSO seeks to present.”

  7. Reminders • A7. S2. “Completed travel and event request documents will be collected by the RSO’s Finance Division mentor upon final approval. The date that documentation is received and the date that the RSO will be presenting for allocation/evaluation will be noted on the space provided. A copy of the completed paperwork will be given to the requesting RSO at time of the final approval by the mentor.”

  8. Finance Division Flow Charts • Event Flow Chart • Travel Flow Chart

  9. Changes to the RAA • The Rules of Appropriate and Allocations in the Governing Document to Finance Division • Policies stated here must be followed by the Division and all groups requesting funds

  10. Article 5 Section 1 • “An RSO who does not have a general assembly representation through membership in Student Government will be restricted to requesting 35 percent per line itemfor travel allocations.”

  11. Effective Dates • Grandfather Time • A week from next Tuesday – February 4 • Need to have a representative February 4 • 6pm Business 211 • In three meetings you are eligible for membership. February 25 • Inducted March 4 • Policy Effective for next Division Meeting • March 20

  12. Article 5 Section 2 • “The advisor of the sponsoring RSO, or his/her designee who is also an FSU staff person, must physically be present at the venue for the entirety of the event, set-up through tear down. Advisors are not required to be present for travel. “

  13. Contact Information • http://ferris.orgsync.com/org/fsustudentgovernment/finance_division • Google > Ferris State Finance Division • Noah Moss mossn@ferris.edu

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