This section contains answers to many of the most frequent issues that come up in the Business Office. Use this section to try and figure out what to do if you are stuck or confused. Hopefully you will find answers to many of the questions you have.
The Budget Proposal form was created to better prepare organizations to start anticipating what they will spend and earn on a certain program/event they are planning. This gives them time to make out each individual Expenditure Request and submit them to the Business Director beforehand so that they will have the time to properly authorize expenditures.
The Associated Students has guidelines you need to follow when spending money on food. There are a number of different categories and the rules differ for each.
If you are providing food for a speaker or performer, you must list that in the contract you sign with them.
If you have any questions about these guidelines, please consult the Hospitality Policy
The Associated Students has a credit card available, and this card can sometimes be used to make your purchases. There are restrictions on what the Finance Office can buy with this card. For this reason you are advised to make purchases with a purchase order whenever possible. If you need something from a company that will not take a purchase order you can go to the Finance Office and ask the staff about the possibility of making the purchase with the card. Online purchases don't always work because the forms you fill out online don't always correspond with the University's credit card information. You should talk with the Finance Office about the details and possibility of your purchase.
The short answer is no, you need to use the University's standard system. If you make a purchase without the Business Director's approval, he or she does not have to approve a reimbursement. In other words, you have no guarantee that you will get your money back.
There are times when the University's system won't allow for conveniently purchasing what you need. In these cases, it is possible to reimburse a student for a purchase if approved in advance. Remember your purchase must fall within guidelines for what you can buy as an AS organization.
This process does not take less time then getting a purchase order. Whenever possible avoid requesting approval for a reimbursement.
Remember, this only applies to purchases over $25 that cannot be made with a petty cash voucher.
Yes, the Associated Students will send mail for your organization. In order to send a large mailing you must first fill out an Expenditure Request for Campus Mail. Once your Expenditure Request has been approved by the Business Director, go to the Finance Office for assistance. You can also send packages through the mail, Federal Express, or UPS from the Finance Office.
You can send packages through the mail, Federal Express, or UPS from the Finance Office. You must fill out and Expenditure request for payment only if Federal Express and then take your shipment to the Finance Office to arrange pickup.
To reserve space anywhere on campus, indoors or out, go to the Viking Union reservationist. The Reservation request forms are available at the counter just inside the Viking Union Administration offices (VU 547).
If your organization is given money by someone from a different department you may complete a Transfer Request to have money sent from their budget into yours. This request will help you get the necessary information so the Finance Office can complete the transfer. The department may be able to submit this request as well if given your account information.
You must make all deposits at the Viking Union Finance Office. Checks should be made out to WWU. If someone wants to make a donation to your organization, you can ask the Finance Office to process the deposit through the Western Foundation. This way the donation may be tax-deductible.
Yes, the Associated Students provides for two different ways of applying for funding. Most organizations apply to the Activities Council. The request forms are available from the e-forms section of the Club Website. See the VP for Activities for information about Activities Council. Clubs recognized by the Ethnic Student Center are eligible to request funds from the ESC Steering Committee. See Michael Vendiola or the VP for Diversity for information about the Steering Committee.
If you need to make a few copies, you can get a copy code for the Viking Union copy machine outside of the Business Office. Copies you make on this machine will be charged to your organization's account. For large copy jobs, you can fill out an Expenditure Request for an open order and then have copies done at the Copy Center on campus.
You can also fill out and Expenditure Request for an Open Order for the University Bookstore. Once approved, you will be able to buy supplies there with a Bookstore Order form available for pickup in the Finance Office. This form must be completed and approved by the Finance Office each time a purchase is made.
You may transfer money from your organization's account to another to co-sponsor events by using a Transfer Request form. AS Programs should not use transfers as a way to empty their budget at the end of the year. Co-sponsorship between organizations in the AS is encouraged to increase available resources.
The AS Budget runs on a Fiscal Year from July 1st through June 30th. At the end of the year, all AS allocated money goes back to the general fund and reserve funds. Money clubs have raised will carry forward from year to year, as long as that club continues to re-register with the AS. At the end of the year, the Business Director will accept requests for carrying forward money from one year to the next. See the Carry-Over policy if you have questions.
Your budget must have money in it before you can make a purchase. If you would like to purchase a bunch of something (t-shirts perhaps) and sell them at the cost you paid you will need to either collect the money beforehand or go to the Activities Council or ESC Steering Committee and get an underwrite for that purchase. If your budget has money that isn't allocated to anything else, you may use that to cover the initial cost as well.
You must let the Business Director know on your Expenditure Request if you would like to buy something and re-sell it for a profit. The Viking Union Finance Office will need to process this type of purchase differently due to state sales tax laws. Ask the Business Director if you have questions.
University Dining Services has an exclusive agreement with the Viking Union. This means you must use University Catering for food on campus totaling over $100. If you need to provide food from somewhere else at an event, you must fill out the Catering Exemption Request Form and turn it into the Director of University Dining Services to have it approved. If approved, forward the form to the Business Director.
The Finance Office has a Ticket Policy for ticket sales. Please review this if you plan to sell tickets to your event. There are specific requirements about what the tickets must say so make sure to check it out before you have tickets printed or advertise your sales. The Finance Office can answer questions about how to sell tickets.
The Associated Students has a policy that explains the process of giving out free tickets to events. People receiving free tickets must fall into one of three categories:
A list of all people receiving free tickets must be turned into the Finance Office at least one day before the event takes place. The Budget Authority can decide if people on the complimentary ticket list will be allowed a guest. No more then 10% of all the tickets distributed may be complimentary tickets. See the Business Director if you have questions about this process.
How does my organization hold a benefit fundraiser for an off campus organization?
If your AS organization wants to hold a benefit event you must get it approved before the activity by the Director of Student Activities. A Benefit Request form lists questions you need to answer about your event. This request must be submitted to the Business Director before the event can be advertised. Remember, the University will not allow the AS to spend any student money on outside fundraisers so you must rely on donating only the profits from your event.
If you have to ask, it is usually a problem. Please contact the Business Director if you are unsure if a purchase is within state and university regulations.