New Officer’s Orientation Lisa Prandy Director of Membership 202-331-3521 firstname.lastname@example.org Main Contact: Tim Manicom Membership Manager 202-331-3519 email@example.com firstname.lastname@example.org
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 Membership Rosters –Outreach activities, announcements, etc. –Status of Membership, active, lapsed, etc Website Hosting –ASEE can host the site under asee.org domain. –All site maintenance must be conducted by the group.
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. (email@example.com) –Listserv information can be found at www.asee.org/public (lower right hand side)
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. Diwa Amerkhal
Your Resources Operating Account BASS Account Local Account
Financial Policy: Frequently Asked Questions & Answers Who is the main contact at the Headquarters regarding BASS and Operating Accounts? Andrew Miller A.Miller@asee.org (202) 331-3540
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) Must Support ASEE Mission & Vision No Personnel Expenses Operating Account cannot be used for travel to ASEE Annual Conference
Making Payments (required documents) Disbursement Request Form Supporting Documentation IRS form W-9 for Awards
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 & 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