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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.

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Presentation on theme: "New Officer’s Orientation Lisa Prandy Director of Membership 202-331-3521 Main Contact: Tim Manicom Membership Manager 202-331-3519."— Presentation transcript:

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2 New Officer’s Orientation Lisa Prandy Director of Membership Main Contact: Tim Manicom Membership Manager

3 Getting Started… Complete and return the Annual Report by July 15, –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.

4 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.

5 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)

6 Listserv Access

7 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

8 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

9 Your Resources Operating Account BASS Account Local Account

10 Financial Policy: Frequently Asked Questions & Answers Who is the main contact at the Headquarters regarding BASS and Operating Accounts? Andrew Miller (202)

11 Making Deposits Send checks to my attention American Society for Engineering Education Attn: Andrew Miller 1818 N St. NW Suite 600 Washington, DC 20036

12 Making Payments (Rules to Remember) Must Support ASEE Mission & Vision No Personnel Expenses Operating Account cannot be used for travel to ASEE Annual Conference

13 Making Payments (required documents) Disbursement Request Form Supporting Documentation IRS form W-9 for Awards

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16 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 days of receipt at the Headquarters Can we go negative on our BASS & Operating Accounts? – NO for both – can’t be overdrawn

17 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 ed to you

18 Thank you!


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