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.

IMPORTANT: List of Remaining Fiscal Management Trainings Below

The link to sign up for Spring 2016, Fiscal 1.5 Trainings is below. Note, you must sign in on the sheet and if you’re more than 15 minutes late we will NOT allow you to attend.  

Click Here to Sign up for a Fiscal 1.5 Training! 

Training Requirements

  • Tier 1 & 2 RSOs – Required to attend (in person) the Fiscal Management 1.5 Training
  • Tier 3 RSOs – Required to attend (in person) Fiscal Management 1.5 Training 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 Training 1.5 Materials 
  • Fiscal Management Training 3.0 Materials

Organization Travel

If you are a Tier 3 organization and WILL BE traveling and applying for funding you must review the Travel Procedures Presentation then Complete the RSO Travel Procedures Test

*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


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.

RSO Fiscal Handbook 2015-2016


Tier 3 RSOs can find information about the requirements for travel in the Travel Procedures Presentation and the RSO Travel Procedures Handbook.


RSO Travel Handbook

RSO Travel Procedures Test – Fillable Form



Here are links to some pages you may need:

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.

Shoestring Menu: Catering Shoestring Menu 2015 through Sodexo, our on-campus caterer, is a more economical choice for catering.

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 Production: Use this to arrange for sound equipment and technical support for your university events.

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 – fillable – 2014 (type in information, then print and sign)

RSO Payment Request Form – 2014 (print out form, complete by hand, then sign)

Purchase Order Request Form – fillable – 2014 (type in information, then print and sign)

Purchase Order Request Form – 2014 (print out form, complete by hand, then sign)

Food & Beverages Authorization Form 2014

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

Contract -Entertainment

Risk Assessment Form

Fiscal Management 3.0 Opt Out Form




For Student Funding Board questions regarding the application process, submission deadlines , and decisions about whether your funding application was approved, contact Sara Heming, Associate Director of Student Involvement, at or Amber Duffey, Program Coordinator for RSOs, at  Phone 703-993-2909.

For questions about reimbursements and payments or the status of your RSO account, contact Barbara Campbell, Business Manager for Student Involvement, at or 703-993-2894.