WELCOME TO THE S.A. BUDGET TRAINING WORKSHOP. . BE SURE TO SIGN IN. Getting Started. Introductions: Jarvis Purnell, S.A. Treasurer Suzanne Sedlacek, S.A. Accountant Kurt Sanders Jr, G.A. Accountant At this budget workshop meeting you will receive information ensuring that your
BE SURE TO SIGN IN
Jarvis Purnell, S.A. Treasurer
Suzanne Sedlacek, S.A. Accountant
Kurt Sanders Jr, G.A. Accountant
At this budget workshop meeting you will
receive information ensuring that your
I Introduction- Jarvis, Suzanne, Kurt
A Budget Process-Suzanne, Jarvis, Kurt
B Rules-Jarvis P.
1 SA Funding-Jarvis P.
2 Fundraising- Jarvis P.
D Preparing your Budget-Suzanne S.
E Budget Preparation Policies-Suzanne S.
A Rules-Suzanne S./Kurt
B Spending Forms-Suzanne S./Kurt
A General rules and policies.-Suzanne, Jarvis, Kurt.
Budgets are due on the 2nd Monday of October between the hours of 8:00am and 3:30pm in Campus Life Building 180, the Student Association Office. (5% penalty taken off the actual allocation for each day late)
Turn your budget request in to one of the following:
S.A. General Funding Policy
After the finance committee has adjourned for the year, an e-mail request for supplemental funding should be sent to the SA Treasurer, copying the SA Accountant. The SA Treasurer will respond to the organization and let them know that the request will be held to next fall when the SA Senate reconvenes.Supplemental Funding
S.A. Treasurer ___________________________
Why is a mission statement important?
Okay, I have a mission, but why do I need a vision?
First your organization must ask itself some basic questions:
A vision answers the following questions:
Knowing where you’ve been is as important as where you’re going.
*NOTE: ALL EQUIPMENT IS THE PROPERTY OF THE UNIVERSITY
All forms are available online at www.sa.niu.edu
Submit To S.A. Treasurer
Organization’s Name: ____________________________________________
Please Spell Out All Acronyms
Number Of Active Members: ____________
Number Of Active Members 1 Year ago: _________ 2 Years ago:__________
Is your membership open to all NIU students: Yes ____ No ____
Do you receive funding other then your S.A. budget: Yes ____ No ____
If yes, then estimate outside funding below:
Membership dues: __________
Departmental Funds: __________
Fund Raising __________
Total Outside Funding __________
When and where does your organization meet? ________________________.
Treasurer _______________________ Phone:_______________________
President _______________________ Phone: _______________________
Faculty Advisor __________________ Phone: _______________________
Department ___________________ Office Location________________
We, the undersigned representatives of
Organization’s Name (Spell Out All Acronyms)
Which is requesting funds from the Northern Illinois University Student Association for fiscal year 2005-06, do hereby signify that we have read and understand the Student Association’s Bylaws for the funding of student organizations. We hereby agree to comply with them at all times, and to be held completely responsible for any deviations from the Bylaws or this agreement.
Faculty Advisor’s Signature
State of Illinois
County of DeKalb
Subscribed and sworn (or affirmed) before me on this ______________day of _____________________, _____________ By _______________________
My commission expires ____________
This Form Must Be Completed and Submitted
Return to the Student Association, Campus Life Building, Room 180.
NOTE (The president and faculty advisor need to fill this form out separately)
they go with the intent to represent the University along with the student body. Funds for travel may be allocated when members of the organization submit the proper paperwork in a timely fashion. Organizations that request to attend a conference when preparing their budget must include the following items and guidelines, prior to requesting reimbursements for the conference:
To be reimbursed for travel expenses:
from the conference. Available at http://www.finfacil.niu.edu/accounting/accountingoffice.htm
For our procurement purposes, equipment is defined as a durable commodity that lasts 2 years or more and cost over $100.
All equipment must be purchased using a Purchase Order Requisition (budget line 880), processed by the NIU Accounting Department and the NIU Procurement Services Department. For example in the past, several organizations have purchased banners that cost over $100 and are expected to last longer than 2 years. Such banners should be purchased using the PO Requisition form.
Please note that university policy does not allow for
the purchase of cards, flowers, and candy for the
occasions of marriage, birth, death, illness, etc.
from university funds. Purchases of flowers will be
allowed in the event of death or hospitalization of
certain key members of the community, or other
universities (presidents, vice-presidents, deans or key
administrative positions) having close contact with our
university. Exceptions to this policy must be approved
through the appropriate vice president.
Stage #3 cont.
Tues. and Thurs. 1pm-4pm
Monday – Friday 8-4:30
Kurt Sanders Jr.
Graduate Assistant for Accounting