FISCAL MANAGEMENT TRAININGS
NOTE: The President & Treasurer of each RSO MUST complete all required Fiscal Management Trainings before funding will be allocated to their organization. Below is the information regarding Phase 3 (Fiscal Trainings) of Re-Registration.
Fiscal Management 1.5 Training (90 minutes)
Fiscal Management 1.5 is the only in-person training required for re-registration (in the Fall) and which must be attended by both the RSO President and Treasurer each academic year. The President and Treasurer may attend separate training sessions.
Fiscal Management 3.0 Training
Fiscal Management 3.0 is the online training required for Tier 3 RSOs, which plan to apply for travel funding from the Student Funding Board. Each academic year that a Tier 3 RSO plans to apply for SFB travel funding, both the President and Treasurer must take this training and score at least 80% (or 8 questions correct out of 10) on the Blackboard quiz to ensure their understanding of the university’s travel policy and procedure. We highly recommend that any RSO member who plans on traveling — regardless of whether SFB funding or self-generated revenue (SGR) is being used to pay for it — read through this presentation, so he/she is aware of the travel policy and procedure, which if not followed can prevent him/her from being reimbursed for his/her travel expenses.
- If a Tier 3 RSO does not plan to request SFB travel funding during the entire academic year, then both the President AND Treasurer must fill out and submit to firstname.lastname@example.org the Fiscal Management 3.0 Opt Out Form. NO PAPER COPIES should be submitted.
RSO FISCAL HANDBOOK
The RSO Fiscal Handbook is the best source of information for all policies and procedures that your RSO will need to be aware of and adhere to when depositing and/or spending money into/from your RSO account. The handbook follows the same format as the Fiscal Management 1.5 training presentation, but provides more detail than what can be covered during the 90-minute session.
Here are links to some webpages you may need:
Contract / Agreement If you need to pay an individual and/or company, which is providing a service on campus, you will need to access the Dynamics system to complete the Student Services Entertainment and Event Agreement (aka contract).
Shoestring Menu Please e-mail email@example.com for a copy of this form.
Approved Caterers List If you want to bring food to campus from an off-campus vendor, you must choose one of the vendors on the university’s Approved Caterers List.
Events Services If you need to request sound equipment and/or technical support for your university event, then you will need to contact Event Services.
GMU Travel Request System If you need to receive authorization to travel or to be reimbursed for travel expenses, you will need to create forms using the GMU Travel Request System (TRS).
Enterprise Car Rental If you will be traveling via automobile more than 280 miles per day, then you’ll need to rent a vehicle from Enterprise.
GMU Trademark If you are ordering items (e.g., t-shirts, pens, stickers, etc.) with the George Mason University (GMU) name or logo, then you will need to refer to the university’s trademarking policy and restrictions.
For questions regarding the SFB application process, submission deadlines, and decisions about whether your funding application was approved, please contact Amber Duffey (Assistant Director for RSOs) at <firstname.lastname@example.org> or Jamison Hicks (Graduate Assistant) at <email@example.com>.
For questions about spending and/or your RSO account balance, please e-mail <firstname.lastname@example.org>.