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Last Updated: July 19, 2019

Student Organization Activity Fund Training 2019-2020 PART ONE: General Guidelines & Submitting a Budget. Last Updated: July 19, 2019. General Guidelines. Who is eligible?

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Last Updated: July 19, 2019

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  1. Student Organization Activity Fund Training 2019-2020 PART ONE: General Guidelines & Submitting a Budget Last Updated: July 19, 2019

  2. General Guidelines

  3. Who is eligible? • University of Southern Indiana recognized and/or registered student organizations, who are in “good standing” as deemed by Student Development Programs. • A student representative (the student organization’s treasurer and/or the primary person spending the funds) MUST COMPLETE Student Organization Activity Fund training. Training is not completed until student is notified by Student Development Programs that the training was completed. Who is NOT eligible? • Honorary organizations that are not USI recognized and/or registered student organizations. • USI student organizations who receive annual university funds from the student activity fee, including but not limited to, Student Government Association, Student Housing Association, Activities Programming Board, the Shield, the SPIN radio, Graduate Student Network and USI club sports. Who is eligible? Who is NOT eligible?

  4. Student Organizations would be eligible for up to $1,000 per organization per adjusted academic/fiscal year • 2019-2020 – Funding is available: August 1, 2019 - May 15, 2020 • Spending must be completed by May 15, 2020 • Funding requested must follow all university policies and federal, state, & local laws • Student Organizations MUST HAVE an on campus agency fund to receive the funds General Guidelines

  5. Physical Plant Setup costs • Sodexo Catering • IT Charges for Events • Public Safety & Security Charges • Speakers/DJs/Contracted Performers • Office Supplies from BuyUSI (up to $300) • Copy Services Requests (On Campus Only) • Film Licensing • Promotional Items (up to $500) • Funding for apparel can be up to $200 of your $500 promotional items budget line • Advertising in the Shield What CAN you spend it on?

  6. Transit, Lodging, Registration Fees, and any other travel-related expenses • Purchase of alcohol or tobacco products and/or events where alcohol is served • No Excessive spending on Membership ONLY events • Ceremonial Items, Gifts, & Awards • Internal & External fundraising, scholarships, or direct donations to outside organizations • Events that are not held at the University • Events that sell food or tickets • Anything that does not align with the mission and values of USI What You CANNOT spend the Funding on?

  7. Submitting a Budget

  8. A Budget can only be submitted by student who has completed training • Only 1 budget is submitted per academic year • A student organization cannot begin to spend money until the budget is marked approved • Try to get estimates of costs • If you decide to spend your money differently later, you DO NOT need to submit another budget. Just explain the changes in the Payment Request. Budget Guidelines

  9. Submitting a Budget Screen Shots Log into MyUSI and Click the EagleSync Icon

  10. Submitting a Budget Screen Shots Find the organization you are submitting the budget for through the “My Memberships” tab

  11. Submitting a Budget Screen Shots Under the “More” tab, Click on Treasury

  12. Submitting a Budget Screen Shots Click on “Manage Budgets”

  13. Submitting a Budget Screen Shots Make sure the correct term is selected and then Click “New Budget”

  14. Submitting a Budget Screen Shots Budget title & Item title are the name of your organization Select the only option in Category

  15. Submitting a Budget Screen Shots Once you complete the steps on the previous slide, this box will show up and ask you to fill out a form. Click on the “Fill out attached form” box and this will appear. YOU MUST FILL THIS OUT.

  16. Select the appropriate line item for each selection Submitting a Budget Screen Shots Add a Description Add dollar amount (actual or estimated) To Delete a line item, click the “X” on the right. You can only request a maximum of $1,000

  17. Submitting a Budget Screen Shots Click “Submit” when you’re ready to submit the budget for approval

  18. How to know your budget is APPROVED

  19. Checking on Budget Approval Click on the Blue Hyperlink for more details You will see this when your budget is approved.

  20. Checking on Budget Approval Notice your requested and approved amounts Click on the Blue Hyperlink for more details

  21. Checking on Budget Approval To get use of the funds, click “Request Payment”. Check out Training Part Two for more information on requesting payment.

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