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Aly Moore, UOC Chair 2012-1013 [email protected]

Aly Moore, UOC Chair 2012-1013 [email protected]

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Page 1: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Aly Moore, UOC Chair [email protected]

Page 2: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

2012-2013 Liaison Officers

• Aly Moore BR ‘14• Adin Lykken CC ‘14• Bobby Dresser PC ‘14• Joel Sircus TC ‘14• Tiffany Fan DC ‘14• John Aroutiounian JE ‘15• Joy Shan CC ‘15• Mohammad Salhut SY ‘14

• Aarti Daryanani PC ’15• Bianca Kim ES ‘15• Lynnli Wang TD ‘15• Yuchen Liu CC ‘15• Andrew Stein TD ‘16• Brian Lei CC ‘16• Tony Yin DC ‘16

Page 3: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Wait… what happened to the UOFC?

Page 4: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Wait… what happened to the UOFC?

Page 5: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Wait… what happened to the UOFC?

Basically, we EVOLVED.

Page 6: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

New UOC

Approve Groups

Special EventsPolicy

Capital Equipmen

t

Page 7: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Ok, so what do we do?

The UOC is a board of students who serve:• To act as liaisons between student

organizations and the Yale administration• To fund student organization activities• To provide capital equipment• To listen to organization policy concerns

Page 8: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

What’s new this year?

• Expansion of capital equipment system• Working on room reservation (we want your

opinions!)• Registering Groups• Increased transparency

Page 9: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

What’s new this year?

• Expansion of capital equipment system• Working on room reservation (we want your

opinions!)• Registering Groups• Increased transparency

Page 10: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

What’s new this year?

• Dinner Meetings• Roundtable Discussions• Office Hours• Workshops

– How to apply for funding– How to plan a special event– How to rent capital equipment– How to create a group

Page 11: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Let’s Talk MONEY

Main Funding:-Sept 28-Oct 12-Oct 26-Nov 9-Nov 23-Nov 30

Special Events:-Sept 21-Oct 5-Oct 19-Nov 2-Nov 23-Nov 30

Funding Deadlines:Fall 2012 Deadlines

Page 12: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Timeline

• Friday at noon- funding deadline• Friday-Monday - liaisons contact

organizations with questions, suggestions• Monday Night- allocation meeting• Next Friday after 11am-check pickups in

Yale College Business Office (55 Whitney, 6th floor)

Page 13: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Guidelines

Events funded by the Committee are expected to:– Be open to the entire Yale community– Take place on campus– Take place during the SAME semester as the funding

application is reviewed– Benefit/ Impact the Yale community as a whole and

undergraduates in particular– Serve as an educational or cultural supplement to the

normal university curriculum– Have costs kept to a minimum– Have funding from sources besides the UOFC– Show need for funding

Page 14: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

How do I apply?1. Register your organization with the Yale College

Dean’s Office at www.yalecollege.yale.edu/content/student-organizations

2. Apply online for funding at www.yale.edu/uofc3. Submit receipts with Receipt Submission form

provided by Business Office

Questions? Contact [email protected] or contact your liaison

Page 15: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Guidelines• $600 per semester

– $300 per semester for new organizations

• Food/Beverage: $100 max • Groups don't have to claim the full amount in a single

round. • UOC does not fund the purchase of alcohol, firearms,

tobacco, and other illegal products.• Groups can have fall funding moved to spring funding,

but must contact the UOC in order to do so. You can also have your spring funding moved to the fall if you have a major fall event.

Page 16: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Guidelines

• Guests– Transportation: train rate within Boston/DC range,

airline rate otherwise – Housing: may stay at hotel, but funded at the current

residential college guest suite rate – Meals: may eat at restaurant, but funded at the

current university dining hall rate

• Capital equipment, uniforms, clothing props– May fund, but must prove they will remain within

organization (need letter from Yale administrator)

Page 17: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Guidelines

• T-shirts!– We fund the printing on the shirt (advertisement) but not the shirt

itself (giveaway)

Page 18: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Funding Guidelines

• Cannot fund– Student Transportation– Prizes– Public giveaways– Website hosting/ development– Honoraria– Capital equipment rental if offered by UOC– Dues– Coaches

Page 19: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Special Events Funding

• Rolling grants– For anything ranging from performances to speaker

series to parties to educational delights– We encourage creativity!– Campus-wide impact– 5 deadlines, 5 review meetings– There are no specific grant limits, but the board looks

favorably on events that have instituted cost-cutting measures.

– Cannot charge – Must advertise the UOC!

Page 20: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Capital Equipment Program

• FREE rental of commonly used equipment (speakers, projectors, cameras, etc.)

• Reserve equipment on online website.– At least 72 hours (3 days) in advance– Must be registered organization– CANNOT bring off campus

Page 21: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Capital Equipment Program

• Goals:– Acquire more carts– Expand room– Simpler renting– Lower late fee– Additions to clarify website

Page 22: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

UOC Financial Guidelinesprovided by the

Yale College Business Office

2012-2013

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Page 23: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Responsibilities of the Organization

• Please pick up and deposit checks within ONE WEEK of award issuance. – If for any reason you are unable to pick up the check

promptly notify Betty Jane at [email protected]

• A receipt submission form and receipt protocol will be attached to your check.

• Collect and retain receipts for ALL expenses related to UOC funds.

Page 24: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Undergraduate Organization Award Checks

Undergraduate Organization Award Checks

• Awards allocated by UOC at Monday night meetings

• List of Award recipients forwarded to the YCBO on Tuesday

• Checks to the organizations prepared and issued by Betty Jane Schiller at the Yale College Business Office and counter signed by Aly Moore, UOC Chair

• Checks are available for pick up by organization officers at the YCBO starting the following Friday from 10:00 a.m. – Noon and 1:00 – 4:00 p.m. and only during UOC office hours after that time.

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Page 25: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Acceptable Receipts

• A receipt should be legible and include the following information:

• Name of Vendor / Payee• Date of purchase or service rendered• Amount paid • Clear description of what was purchased or the service

performed

• Number each receipt and list each receipt on the UOC receipt submission form

• It is your responsibility to attach the numbered receipts to a completed signed receipt submission form for return to Betty Jane at the YCBO

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Page 26: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Unacceptable Receipts

• An order form, e-order, or invoice for payment due is not a payment verification

• Ask vendors to provide a clear legible receipt that verifies payment

• Publications: A price quote is NOT a payment verification. Ask printers to provide proof of payment on your print balance

Page 27: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Missing Receipts

• It’s your responsibilities to collect and turn in ALL receipts.

• If a receipt $75 or more can’t be found, contact Betty Jane Schiller for a Missing Receipt form.

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Page 28: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Refunds to UOC

Any unused award funds must be refunded with a check payable to “UOC”

Attach the check with your completed receipt submission form and all relevant receipts

Page 29: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

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Warning

• Failure to substantiate expenses or return unused funds may result in the following:

– No future awards to the organization until the prior award is closed out

– The Organization’s registration may be suspended

– Officers of the organization may not become officers in other organizations

Page 30: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

UOC Office Hours Yale College Business Office

55 Whitney Ave. 6th floor, Suite 630

Every Wednesday during the semester 1:00 – 4:00 p.m.

Friday 9:00 a.m.- Noon and 1:00-4:00 p.m.

UOC Award checks will be available for pickup the Friday following each UOC meeting and during UOC business hours after that.

Page 31: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

Summary

• Pick up and deposit award checks quickly

• Collect ALL relevant UOC receipts

• ALL receipts must be returned in one package

• For each award attach ALL receipts to one completed & signed Receipt Submission Form, with a check payable to ‘UOC” for unused funds, if applicable

• Contact Betty Jane with any questions concerning receipts or UOC checks

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Page 32: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

UOC Contact InformationBetty Jane Schiller

Yale College Business Office

55 Whitney Avenue, 6th floor – 436-9703

[email protected]

Daniel O. Smith

Director, Yale College Finance

Yale College Business Office

55 Whitney Avenue, 6th floor

[email protected]

Aly Moore, BR 2014

Chair, Undergraduate Organizations Committee

[email protected]

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Page 33: Aly Moore, UOC Chair 2012-1013 aly.moore@yale.edu

UOC Contact Information

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Hey I haven’t met all of you. This might be crazy. But here’s my number. So call me maybe (only if you really need to) ?

805-231-5363