Transcript Krannert Club Leadership Training
K
RANNERT
L
EADERSHIP
C
LUB
T
RAINING
Presented by the Krannert Graduate Student Association (KGSA)
A GENDA Guidelines, Rules, and Regulations of:
Student Activities and Organizations (SAO)
Business Office for Student Organizations (BOSO)
KrannertLife
Krannert Graduate Student Association (KGSA)
P URDUE S TUDENT O RGANIZATIONS A CTIVITIES AND (SAO)
Provides students with tools, training, and resources to successfully manage student organizations Drafted SAO Handbook as a resource to help student leaders organize their clubs and plan events Handbook should be read by all club leadership: 17th_Version-2.pdf
https://www.purdue.edu/b involved/wp-content/uploads/2013/10/SAO-Handbook-with-Hyperlinks-Oct Expects clubs to follow rules and regulations of SAO Located in Schleman Hall
E XPECTATIONS FOR ALL O RGANIZATIONS
Every Recognized Purdue Student Organization will: 1. Be student led and managed by student officers 2. Have an advisor who is a full time faculty/staff 3. Adhere to the policies and procedures of Purdue University 4. Provide opportunities for student members to: Experience leadership and general student self-development Strive for excellence and professionalism in program Develop skills of collaboration, creative thinking, and problem solving by utilizing teamwork, honest communication, and support More in Handbook
C ONSTITUTION
Should provide current and potential members with information about: Organization mission and purpose How to and who can become a member How organization is run (i.e. elections, meetings, duties) KGSA Constitution may be found on BoilerLink in “Documents” Expected to change with time and revisions must be submitted to SAO for review and approval More information in SAO Handbook Template is provided on SAO website
B OILER L INK
Logging in: http://boilerlink.purdue.edu/ Use Purdue account information KGSA President or Treasurers (VP Internal and External Finance) have permission to add you as an “Events Creator” Four main tabs Your Name Profile information, settings, log out My Involvement Your memberships, event submissions, and co-curricular transcript My Shortcuts Shortcut to KGSA page Messages Messages about event approval and questions form SAO/BOSO
O RGANIZATION R ECOGNITION ( R E FOR -R EGISTRATION KGSA ONLY ) /M AINTAINING
Every organization must complete annual fall re-registration process on BoilerLink Notifies SAO staff on who is serving as President, Treasurer, and Advisor Every organization must complete a registration within three weeks of new officer elections This process should be completed by the incoming President as a part of transitioning with the outgoing President More detailed information can be found in SAO Handbook about these processes
P LANNING S TUDENT O RGANIZATION E VENTS
Guidelines for planning activities. You should identify: What you want to do and what outcome you want What arrangement may be necessary University Procedures to be observed Financial arrangements necessary How to publicize the event If goals were met
A CTIVITY F ORMS
Must be submitted for almost all student organization events (especially those that use club funds) When in doubt, submit an activity form Must be filed at least two weeks in advance of the event File Activity Form on BoilerLink – go to Events and click “Create Event” Will no longer need to filed for the following: Regular meetings, supplies, dues, activations, or free speakers Callouts that have catered or pre-packaged foods Events without costs or contracts; Skip-A-Meal Fundraisers Examples of Events that need Activity Forms: City Treks, Culture Fest, Tailgates, Speakers (if food is provided)
I NFORMATION N EEDED FOR A CTIVITY F ORM
Name (Include club name as part of the title) Location (More information on next slide) Description (Outlines how event will fit within SAO expectations for clubs) Start/End Time Type (Choose “Organization Only” unless you want it to be open to all Purdue students) Local/Leaving Tippecanoe County Student Organization Student Org Name ( Use KGSA) Student Leader/Email/Phone number Approximate number of attendees
R ESERVING A L OCATION
Most spaces (11 Rawls rooms) can be reserved through Space Management: https://www.smas.purdue.edu/ Other Rawls areas and rooms: Contact Peggy Blessing Elliott Hall, Loeb Playhouse, Fowler Hall, or Slayter Center & Hill: http://www.housing.purdue.edu/HTML/HallOfMusic/Venues/Reservations.html
Krannert Auditorium and Drawing Room: Call 765-494-4434 More locations in SAO Handbook
E VENT P OLICIES AND P ROCEDURES R ISK M ANAGEMENT
Alcoholic Beverages at Events Under no condition may organizational funds be used to buy, sell, or provide alcoholic beverages on or off campus Conferences Need to be discusses, planned, and organized far in advance and in conjunction with Conferences Division at Purdue University Event Timing ending by 3am Sunday – Thursday: ending by midnight; Friday & Saturday: Speakers If there is a contract to pay the speaker, contract should be uploaded with the Activity Form for review by BOSO
A DVERTISING E VENTS
At Krannert KrannertLife Populates KGSA Newsletter sent to all Krannert Graduate Students Krannert Facebook groups Fliers in locker rooms and by Rawls room entrances Contact Peggy Blessing for approval Rawls classroom chalkboards Social Hour Announcement Contact KGSA VP Communication Outside Krannert Ideas in SAO Handbook
T RAVELING AS A S TUDENT O RGANIZATION
Submit Activity Form and Student Organization University Vehicle Request (>14 days before event) • Go to: Purdue University-BoilerLink - KGSA • Click “Login” on top right corner • In the KGSA group, click “Events” on left side of screen (if you do not have access, contact President or VP Finance) • Click “Create Event” at top of screen • Fill out form and then click “Next” • Select “Travel Event” and click “Next” (this takes you to the Student Organization University Vehicle Request forms) • Fill out form and check all applicable boxes • Complete the remaining pages of the Activity Form • Submit your Activity Form (includes Student Organization University Vehicle Request) • Make sure to read “What Happens Next?” page to understand how your event will be approved
T RAVELING AS A S TUDENT O RGANIZATION
Driver Authorization – Requirement of 2 Drivers Per Vehicle (>5 days before event) • Fill out the RMOS1 form at the following link: RM01S Form • Use “Krannert Graduate Student Association” as the Organization Name • Print off your driving record at your state’s BMV website (optional, but will speed processing) • For IN, go to Indiana myBMV Login and print (do not buy) and create an account, click view, • For CA residents, you may receive a phone call requesting your Social Security information • Drop forms and driving record off at BOSO (Schleman Hall, 475 Stadium Mall Drive, Room 213) • BOSO will fill in the Organization Number, sign the form, and fax to Risk Management
T RAVELING AS A S TUDENT O RGANIZATION
Van Training (>5 days before event) Driver/Van Training Authorization and Rates • Follow link and type in Purdue username and password: Purdue Certifications • Click “Risk Management” • Click “Purdue Passenger Van Training (PPVT)” • Watch video • Click “Next” • Complete Questions 1-15 • To check authorization, follow link and type in Purdue username and password: Driver Authorization List • Vehicle rates can be found here: Transportation Rates
B USINESS (BOSO) O FFICE FOR S TUDENT O RGANIZATIONS
Located in Schleman Hall, Office hours: 8am – 5pm, Monday – Friday Office phone: 765-494-6724 Provide financial services to student organizations Establish financial controls and best practices Transaction audits Reconciliation of funds Contractual review (fiscal and risk oriented) Compliance with University Regulations & Policies Process transactions Each club treasurer should read the entire BOSO Manual: http://www.purdue.edu/business/boso/pdf/manual.pdf
President and other club leadership should also be familiar with material
G ENERAL O PERATING P ROCEDURES
Petty cash funds and funds collected may not be used for cash payments of expenses Student organization funds cannot be used for the purchase of tobacco products, alcoholic beverages, or related expenses Receipts and Reimbursement Certification (only for purchases over $75) are to be collected by KGSA VP Finance within their designated timeframe
D EPOSIT OF F UNDS
If your club is collecting dues, the treasurer should keep a Record of Dues Collected to report to the KGSA VP Internal Finance Record of Dues should include members name, amount of dues paid, and date of payment All checks received as donations ($100 or more) from an individual or business should be provided to the BOSO office, prior to depositing Gift-in-Kind donations need to be acknowledged - more information in BOSO Manual
G IFTS , A WARDS , AND P RIZES
“Use of University facilities in any manner that results in financial gain, either directly or indirectly, to individuals or non-University organizations or groups is prohibited.” Student organizations funds may not be transferred as gifts, charitable contributions, or donations to groups managed outside of Purdue Cash, cash equivalent, or gift certificates cannot be given as gifts Student organizations can make charitable contributions to 501-c-3 non-profit agencies up to $100 Can give more than $100 if funds are raised through events under the University Charity Policy Awards/Prizes can be given in tangible and monetary forms – more information in BOSO Manual
K RANNERT L IFE
KrannertLife is the official Krannert Graduate Student website Common calendar and main informational site for all clubs, students, and offices Eliminates numerous mass emails to students Weekly digest version sent to all students via emailed newsletter Access to make posts can be given by KGSA VP Technology Add events on calendar by going to Events>Add New KGSA expects clubs do this for each event to eliminate overlapping of events and to keep record of the number/type of events each club coordinates Add announcements by going to Announcement>Add Announcement Make sure to include a picture Add “Featured” as tag to make it appear on top of KrannerLife page
KGSA E XPECTATIONS
Be active, get creative, keep track of your successes, and ask questions Attend Krannert Weekend Club Fair (Mod 4) and Krannert Launch Club Fair Adhere to rules of SAO and BOSO If one person in one club hurts our good standing, it affects 20+ clubs Use KrannertLife KPDC wants to be a resource for you to achieve your professional development objectives – schedule an appointment with a staff member to discuss ideas or get advice
C LUB D UES AND R EGISTRATION
More information to come!
E LECTIONS
Elections may vary for each club, but each club election process should be visible and fair to every club member Club Elections are to be held in Mod 3 and prior to Mod 4, after the KGSA President and Vice President Elections First-Year Representatives may be selected following the KGSA First-Year Rep Election Results Announcement (Mod 1) December Graduates (excluding SHRM) If your club President is a student graduating in December If your club board has a student graduating in December Duties must be filled by current board members or first-year representatives An interim President will be selected from the current board by the current board The board elections will continue “as-is” in Module 3 If the board is primarily students graduating in December, work with KGSA VP Professional & Organizational Development to find a solution