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New Officer’s Orientation. Lisa Prandy Director of Membership 202-331-3521 Main Contact: Tim Manicom Membership Manager 202-331-3519 Getting Started…. Complete and return the Annual Report by July 15, 2014.

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new officer s orientation

New Officer’s Orientation

Lisa Prandy

Director of Membership202-331-3521

Main Contact:

Tim ManicomMembership Manager202-331-3519

getting started
Getting Started…
  • Complete and return the Annual Report by July 15, 2014.
    • List of Group Officers & Positions they hold
    • Confirm all officers are ASEE members
    • Accurate information provides access to listserv
      • Announcements
      • Soliciting Reviewers, etc.
  • Include information on section meetings, etc. so that it can be updated on the web site.
services asee provides to sections divisions
Services ASEE provides to Sections/Divisions
  • Membership Rosters
    • Outreach activities, announcements, etc.
    • Status of Membership, active, lapsed, etc
  • Website Hosting
    • ASEE can host the site under domain.
    • All site maintenance must be conducted by the group.
services asee provides to sections divisions1
Services ASEE provides to Sections/Divisions
  • Mailing Labels
    • Outreach Activities
  • Listserv Access
    • All Chairs and Program Chairs are granted listserv access
    • Chairs may also grant access to other officers by sending the request to membership. (
    • Listserv information can be found at (lower right hand side)
what s next
What’s next . . .
  • Review group’s bylaws
    • Archived on the Section and Zone area of ASEE web site.
  • Contact predecessor
  • Review Section/Zone or Division Operating Manual
awards http www asee org member resources awards
  • Encourage the nomination of your constituents
  • List of available awards online
  • Awards policies and procedures manual
  • Links to past winners
  • Online nomination forms
  • ASEE contact Ms. DiwaAmerkhal
your resources
Your Resources
  • Operating Account
  • BASS Account
  • Local Account
financial policy frequently asked questions answers
Financial Policy:Frequently Asked Questions & Answers
  • Who is the main contact at the Headquarters regarding BASS and Operating Accounts?

Andrew Miller

(202) 331-3540

making deposits
Making Deposits
  • Send checks to my attention

American Society for Engineering Education

Attn: Andrew Miller

1818 N St. NW Suite 600

Washington, DC 20036

making payments rules to remember
Making Payments (Rules to Remember)
  • Must Support ASEE Mission & Vision
  • No Personnel Expenses
  • Operating Account cannot be used for travel to ASEE Annual Conference
making payments required documents
Making Payments(required documents)
  • Disbursement Request Form
  • Supporting Documentation
  • IRS form W-9 for Awards
financial policy frequently asked questions answers1
Financial Policy:Frequently Asked Questions & Answers
  • Does the balance in the BASS & Operating Accounts get carried over the next fiscal year?
    • YES, for the BASS Accounts
    • NO, for the Operating Accounts
  • What is the normal turn-around time for a disbursement?
    • Within 10 - 15 days of receipt at the Headquarters
  • Can we go negative on our BASS & Operating Accounts?
    • NO for both – can’t be overdrawn
financial policy frequently asked questions answers2
Financial Policy:Frequently Asked Questions & Answers
  • Who are the signers for the disbursement requests?
    • Signers on the “Signature Form”
      • Treasurer is primary signer
      • Chair is secondary signer
  • What if I need a report in the middle of a quarter?
    • You can request an up-to-date report to be faxed or e-mailed to you