McKenzie Wiese PHPSG Treasurer

 You receive the same amount of funds as the campus students in regards to the dollar amount per student per semester.  This year for you will receive $7 per student per semester.  Therefore, if you have 50 students in your class in the fall you will receive $350 and in the spring you will receive another $350.  In addition, during late April or May, you will be contacted by the PHPSG treasurer notifying you that additional funds have been transferred into your account. This amount will vary every year but should be around $1,500.  What is this money for?  Campus students are able to attend extra events we hold such as Fall Picnic/Kickball Tournament, Spring Banquet, and the Basketball event. Even though all of you are always welcome to come to any of these events, we understand it is usually not feasible for you to make it.  Therefore, to compensate for the campus events, we give each of your classes a sum of money to do whatever you would prefer throughout the week that you are all together in Omaha during the summer.  In this example, the total funds received would be $2,200 for the whole year  $350+$350+$1,500 = $2,200

 Funds must only be used for students  Cannot be used for faculty or community members  Funds must not be used for:  Assets (anything lasting over 1 year)  T-shirts  UPDATE: Up to 10% of your annual rebate may now be used on t-shirts, as long as it was written into the initial budget  Alcohol  If you don’t use it you lose it.  Any unused funds must be returned to PHPSG  Graduating classes  Organization dissolves

 Lucky you! Because you are only on campus once a year, you only have to do an annual report instead of the end of semester reports  The format will be the same so follow the end of semester report PowerPoint to fill out the annual report. All you need to change is say “Distance Pharmacy Class of 20xx Fall and Spring Combined for ”  Your due date for the report is different than campus students’ due date  You will need to turn your report in immediately after you are on campus for the summer  Going off of the example on the previous slide… let’s say you are Treasurer for the Distance Rx Class of 20xx and you come to campus the week of July 13 th -17 th, you will spend all of your funds for the whole year ($2,200) by July 17 th and you will need to turn in your annual report by the time you leave town on July 17 th.  You may bring your annual report to Laurie or Shawn in the OASA office.

 Purpose  To document appropriate and sufficient spending of Creighton Student Union (CSU) funds disbursed by your Pharmacy and Health Professions Student Government (PHPSG).  Only documentation of spending CSU funds from PHPSG disbursement is required.  If you are only given $100 but your class spends $250 you only have to show spending of $100  Itemized transaction history  Make sure sufficient funds have been spent  Example: If your class/org was disbursed $350 for the semester, you must spend at least $350 dollars.  Template on PHPSG CUinvolved page or here End of Semester Report TemplateEnd of Semester Report Template  Corresponding original receipts  The receipt(s) will be taped on 8 ½ x 11 white computer paper and numbered to match up with the transaction history.  May not be reimbursed if you do not have justification of expenses  Check to PHPSG if not all funds were spent

 Future disbursement to a class/org is contingent on compliance with CSU spending policies and PHPSG report standards.

 Excel document (transactions)  All original receipts  Blank paper  Tape  Pen  ~20 minutes  Maybe a check written to PHPSG  After you have completed your week on campus for the summer  Will vary for each class

1. Report Sheet with transactions 2. All original receipts 3. PHPSG refund check (if applicable)

 Make sure sufficient funds have been spent  Example: If your class/organization was given $354 for the semester, you must spend at least $354 dollars  You do not need to provide evidence of expenditures beyond what was dispersed  Working off of the example from above, if your class/organization spent $ this semester, you only need to show proof of $354 of those expenses

Fill out the Report Sheet Find in CUinvolved PHPSG Documents Treasurer - EndofSemester_Report_Template.xlsx Please note I have set up the sheet with a running total so you just need to enter your transactions This is what you are going to print for part 1 of your expense report = The Report Sheet You can print directly from Excel PRINT 2 Copies Write a check to PHPSG if you did not spend all allocated funds and attach to the report.

Distance Pharmacy Class of 20xx Annual Report If you are in the red (spent more than you received) you do not need to return any funds to PHPSG. If you have a positive amount (didn't spend all of the funds), write a check to PHPSG and attach with this report.

All original receipts need to be taped to a piece of blank computer paper If other transactions are on the same receipt, please circle the amount that is being reported as an expense, please do not highlight Use only one side of the blank sheet of paper This is part 2 of your expense report Please make a copy of this page as well

 Use a paper clip to combine pages, please do not staple  You do not need to number your pages, just number each receipt to correspond with your excel transaction spreadsheet  Be sure you put your organization name on your report sheet  When you are all finished you should have two fall/spring reports that are identical (one original, one copy) – please turn in both  Turn in a check with the report if you have not spent all funds allocated for the semester.

 Turn it in to Shawn Cook or Laurie Massa in the OASA office  With Attention - PHPSG Treasurer: McKenzie Wiese  Or mail to OASA office at: Creighton University – Attn. Shawn Cook OASA Office Criss III Room California Plaza Omaha, NE 68178

 THIS IS APPLICABLE FOR PHARMACY, OT, AND PT GRADUATING CLASSES  Due to not being on campus your whole last year, you only need to complete an annual report instead of a Fall and Spring end of semester report.  In addition to the $7 per student per semester disbursement, you will also receive a $10 per student stipend during the Spring semester.  This stipend is to be spent just like any other CSU dollar (on students only, non-assets, non-alcoholic drinks, etc.)  Graduating classes will have to have their funds completely spent by the time graduation festivities are complete in May.  They will need to turn in their annual report by the Monday after graduation.  They will also need to close the class account.  You need two people on the account to do this.  Go to Creighton Federal Credit Union on the second floor of the Skutt Student Union  Ask to close your account  Transfer all non-spent CSU funds back into PHPSG’s account  Transfer all other non-CSU funds (fundraisers, dues, etc.) into any other class or organization’s account  Notify Shawn Cook and current PHPSG treasurer that the class has closed their account.

 Please see the other treasurer documents or click on the links:  Go to CUinvolved website  Find the PHPSG organization’s website  Click on Documents  Scroll to find these items:  Treasurer - Creating a Budget  Link: Creating a Budget Link: Creating a Budget  Treasurer - Online Banking – Setting up a Creighton Federal Credit Union Account  Link: Online Banking Link: Online Banking  Grant Process Link: zjWlNM/viewform?usp=send_form zjWlNM/viewform?usp=send_form  Due October 17 th, 2014