Fiscal Management


PLEASE NOTE: The President & Treasurer of every RSO MUST complete all required Fiscal Management Training before funding will be allocated to their organizations. The President and Treasurer may attend separate training sessions. The trainings are between 90 minutes, each attendee should plan for a 90 minute session

The link to sign up for Fall 2017, Fiscal 1.5 Trainings is now open!!! Click here to sign up and see the dates / times for trainings! 

Training Requirements

  • Tier 1 & 2 RSOs – Required to attend (in person) the Fiscal Management 1.5 Training (90 minutes)
  • Tier 3 RSOs – Required to attend (in person) Fiscal Management 1.5 Training (90 minutes) and complete Fiscal Management 3.0 Training online*

*As of the Spring 2015 semester, Fiscal Management 3.0 training has been moved solely online. RSOs are expected to view the Travel Procedures Presentation and, following the presentation, complete the RSO Travel Procedures Test.  In order for the FM 3.0 requirement to be met, the RSO Travel Procedures Test MUST BE RECEIVED or the Fiscal Management 3.0 Opt Out Form MUST BE RECEIVED. See below for the following: Travel Procedures Presentation, FM 3.0 Opt Out Form, and RSO Travel Procedures Test.

Training Materials

  • Fiscal Management 1.5 Training
  • Fiscal Management 3.0 Training Video and Quiz (must have at least an 80% or 8/10)

Organization Travel

If you are a Tier 3 organization and WILL BE traveling and applying for funding you must review the Travel video and complete the corresponding quizRemember both your President and Treasurer need to complete the quiz with at least an 80% score (8/10) by Sunday, September 25th at 11:59pm (EST).

*If you are a Tier 3 organization and DO NOT plan to travel, you can opt-out of Fiscal Management 3.0 training using this form: Fiscal Management 3.0 Opt Out Form

  • You MUST turn this into SFB via email- NO PAPER COPIES WILL BE ACCEPTED


The RSO Fiscal Handbook contains information about your RSO account, and includes instructions for the financial functions you may need to use to accomplish your organization’s goals.  You can save the Handbook to your computer, print out a hard copy, or simply refer here to link to it.


Tier 3 RSOs can find information about the requirements for travel in the Travel Procedures Presentation and the RSO Travel Procedures Handbook. Fiscal 3.0 (Travel training) is being update for the Fall of 2016. The new format will be a video and corresponding Blackboard quiz. 

The previous 3.0 quizzes are no longer accepted as documentation of completing Fiscal 3.0. 



Here are links to some pages you may need:

Contract / Agreement, Dynamic FormsThis is for all contracts and agreements for vendors who are being paid by the University. For help on how to fill this out correctly, click here.

Sodexo, the on-campus caterer: This is where you can place a catering order with the on-campus caterer, Special Occasions Catering, also known as Sodexo. For help on how to fill this out, watch RSO 101.

Shoestring Menu: Please e-mail <> for a copy of this form.

Approved Caterers List: If you want to bring food to campus from an outside vendor, you must use an approved caterer from this list.

Events Services: Use this to arrange for sound equipment and technical support for your university events. For help on how to fill this out, watch RSO 201.

GMU Travel Request System: If you wish to be reimbursed for travel expenses, you will need to create forms using the GMU Travel Request System.

Enterprise: Enterprise site If you will use surface transportation to travel, you may need to used a vehicle leased from Enterprise.

GMU Logo Information: Trademark Information If you are purchasing t-shirts for your RSO, you should read this information about use of GMU logos.



RSO Payment Request Form (print out form, complete by hand, then sign)

Purchase Order Request Form (print out form, complete by hand, then sign)

Food & Beverages Authorization Form

W-9 VA  (NOTE:  Effective January 2016, the university no longer accepts the Federal W-9 form and instead requires this VA W-9 form for payments to outside vendors and honorarium payments.)

Independent Contractor Form

Event Evaluation

Contract -Lecturer


Risk Assessment Form

Fiscal Management 3.0 Opt Out Form

No Pay Agreement Form: This is for non-Mason affiliated person attending an event (panelist, speaker etc) who is not getting paid. This form needs to be filled out by each person and sent to Amber Duffey (



For Student Funding Board questions regarding the application process, submission deadlines , and decisions about whether your funding application was approved, contact Amber Duffey, Assistant Director for RSOs, at or Jamison Hicks, Graduate Assistant ( Phone 703-993-2909.

For questions about reimbursements and payments or the status of your RSO account, contact Margo Thoresen, Business Manager for Student Involvement, at