RSO Executive Board Orientation

Mapping out the 2014-2015 academic year

Presented By:Joshua Metayer – RSO Coordinator for Programming

Big picture…• Need to introduce policies/procedure to RSO leaders• Important to share information and maintain transparency• Critical to include Advisors in RSO management• Need to emphasize SAGA as a RESOURCE…not an obstacle

RSO Orientation Agenda• SAGA & Important Policies• RSO Responsibilities and Expectations• Registration• Funding• Advisor Expectations & Responsibilities• OrgSync• Wrap-up & Questions

SAGA Staff Contacts For RSO’s• Brian Houze – RSO Coordinator for Development Primary contact

for RSO event programming needs, USGA Allocations Committee Advisor

• Joshua Metayer – RSO Coordinator for Programming• Primary contact for RSO organizational development, C.A.N. Advisor,• New Student Organization Registration

• Kristin Ramey - Graduate Assistant for Student Organizations• Primary contact for Activity Request submissions and ongoing event

programming needs• Brandon Matulka – Budget Coordinator• Katie Lesperance – Sorority & Fraternity Life Coordinator• Astrid Beltran– Sorority & Fraternity Life Coordinator• Leslie Watland – Assistant Director, ((dop)) & Special Events• Angela King Taylor – Director

Student Activities & Greek Affairs

• Mission• SAGA aims to offer opportunities for students to connect, learn,

and engage beyond the classroom. Through shared experiences students gain a greater sense of self and community to foster positive social change.

• Purpose of Recognized Student Organizations(RSOs)• Support academic, spiritual, and social development • Provides a niche for student involvement• Enhances the Loyola Experience

Within the SAGA Umbrella• Recognized Student Organizations• 200+ Student Organizations• All Recognized Student Organizations REQUIRED to have an

Advisor• Offers support to both RSOs & SSOs• Registered Student Organizations (RSOs)

• Primary supporting department: SAGA• Sponsored Student Organizations (SSOs)

• Primary supporting department: an identifiable campus department/office/school within the university

Within The SAGA Umbrella• Sorority & Fraternity Life (SFL)• 16 recognized Sororities and Fraternities on campus• Interfraternity Conference (IFC)• Panhellenic Conference (PC)• Multi-Cultural Greek Council (MGC)

Within The SAGA Umbrella• Department of Programming• Student run program board of the university

• SAGA Special Events• Welcome Week• Student Org Fair• Finals Breakfast• Senior Week

Campus Partners• Student Diversity and Multi-Cultural Affairs • Luc.edu/diversity

• Campus Ministry • Luc.edu/campusministry

• Student Leadership Development• Luc.edu/leadership

• Office of Student Conduct & Conflict Resolution• Luc.edu/osccr

• Campus Reservations• Luc.edu/campus_reservations

• Campus Recreation Center• luc.edu/campusrec

Campus Student Partners• Unified Student Government Association• The Green Initiative Fund (T.G.I.F.)

• Department of Programming• Co-Sponsorship for events

• Damen Student Center Help-Desk• Assistance with event logistics

Campus Activities Network• The Campus Activities Network (CAN): an executive body composed

of six executive board members that are charged with advocating, educating, and connecting Registered Student Organizations (RSO) throughout the Loyola Community.

• Your primary resource for:• OrgSync Questions• Budget Request Assistance• New Student Org. Registration Assistance• General Student Org. Concerns

Contact Campus Activities Network at:CAN@luc.edu

Campus Activities NetworkCAN Assembly Fall 2014 Dates

• Thursday, September 18th • Rambler Room - 5:00pm

• Thursday, October 16th

• Rambler Room – 5:00pm

• Thursday, November 13th

• Damen MPR – 5:00pm

Activity Request Form• Registered Student Organizations are required to submit an

Activity Request Form for any and all events that are open to the university community.

• Due at least two (2) weeks prior to the event date• A.R.F. Events include but are not limited to:

• Fundraisers• Social events• Guest Speakers

• A.R.F. Events DO NOT Include:• General Body Meetings• E-Board Meetings

• Will receive correspondence from SAGA within one (1) week of submission

• Directions on how to submit an A.R.F. can be found on SAGA website under “resources”

RSO Leadership Transformational Series

Student Organization Newsletter• Weekly newsletter for student organizations• Sections of the newsletter will include:• CAN Favorites of the Month• Important dates and reminders• Leadership Corner• Signature events from student organization community• Inspiration for the week• And More!

Advisor Appreciation Luncheon

Scheduled for October 2nd, 2014 – 12:00pm – 1: 15pm DSC MPR South

• Purposed to help foster a stronger relationship between our student organization leadership and our Advisor support network

• Advisors and Presidents are invited!• Visit OrgSync and SAGA website for more details

RSO Registration Requirements• There are three annual, mandatory requirements that must be

completed by Registered Student Organizations to remain in good standing:

• 1) Annual OrgSync Registration Renewal

• 2) RSO E-Board Orientation

• 3) C.A.N. General Assembly

RSO Registration Requirements• Annual OrgSync Registration Renewal• Three (3) step process (must be an admin on Orgsync Portal)• Step 1) Update people section in Organization’s OrgSync Portal

• Update peoples section of portal to reflect new executive leadership.• Click People > Click on the student member > Click Manage > Choose

‘Administrator option and update their position title underneath their name.

• Update members who are no longer executive leadership members and remove their ‘Administrator’ status

• Step 2) Review of your organization’s Constitution• Be sure to upload your updated constitution to the files section of your

OrgSync portal when submitting annual registration renewal• Constitutional update information and sample constitution found on SAGA

website under the tab ‘resources’ • Step 3) Update organization’s public profile

• Click ‘Settings’ > Click ‘update and renew profile’ > Update all relevant information > Click ‘next’ > Repeat until you can click ‘finish’

RSO Registration Requirements• Annual OrgSync Registration Renewal deadline is July 31st

• All student organizations who do not meet this deadline are subject to:• A loss of start-up funding• A hold placed on allocated funding• Ineligibility to participate in Student Org Fair

RSO Registration Requirements• RSO E-Board Orientation• Required for ALL Registered Student Organizations to attend

(once per academic year) NO EXCEPTIONS!• President and Treasurer are required to attend.

• RSO E-Board Orientation Dates/Times/Location• September 4th - 10:00am – Damen MPR South• September 4th - 4:00pm – Damen MPR North• September 5th - 10:00am – Damen MPR South

• September 5th - 3:00pm – McCormick Lounge

• No RSVP required• Two (2) e-board student organization members must attend to

receive credit for attendance.

RSO Registration Requirements• Campus Activities Network (C.A.N.) General Assembly

meeting

• RSOs are REQUIRED to send at least one representative to the monthly Campus Activities Network (CAN) Assembly Meetings• Failure to attend a CAN General Assembly meeting will result in

the following penalties:• 1st missed assembly meeting: Loss of Start-Up Funding for the

current semester• 2nd missed assembly meeting: A hold placed on allocated funding• 3rd missed assembly meeting: Ineligibility to participate in Student

Org Fair

• After 3rd missed meeting, the student organization must meet with the RSO coordinator for Programming to regain privileges

Privileges of Registered Student Organizations• The right to actively promote the goals, purpose, identity, programs,

and activities of the organization. • Eligibility to be funded through the Student Activity Fund and the

Unity in Diversity Fund, once funding prerequisites have been fulfilled.

• Use of university’s name related to organization’s activities.• Use of Orgsync for membership management • Solicitation of membership on campus under the organization’s

name.

Privileges of Registered Student Organizations• Use of campus bulletin boards and other designated posting areas.• Access to the staff, resources, and services of the Office of Student

Activities & Greek Affairs (SAGA)• Eligibility to participate in the Fall and Spring Organization Fairs• Use of university spaces and facilities• Must use 25live for all Campus Reservation needs• Campus Reservations Website: luc.edu/campus_reservations

RSO Responsibilities• MUST adhere to all applicable institutional regulations.

• The university reserves the right to determine the appropriate time, place, content, and manner for conducting activities, and posting and distribution of materials on any of its campuses.

• Must refrain from hosting events/programs during all breaks, holidays, or finals.

• Your organization can be held responsible for any members behavior anytime you are gathered officially/unofficially.

Email Communication• Student Email is private information.

• When sending information through email, please place all emails through the ‘BCC’ line

• Organizations may only send OrgSync messages to members in their own portal

Damen Student Center• The use of “The Den”• Multi-functional space for ALL students and the university community• Reservations done through 25live• Available for reservation from 6:00pm – 12:00am (NO EXCEPTIONS)• All programs and events must be open to the general Loyola community • Events include:

• Open Mic & Spoken Word• Information Sessions (recruitment efforts (no private information)• Small concerts and comedy shows• Small performances (not rehearsals)• General body meetings

• NO furniture may be removed!

• Sandwich Boards in Damen• Allowed OUTSIDE of DSC ONLY!

RSO SAF Funding

Student Activity Fund• The Student Activity Fund (SAF) is comprised of a

portion of the student development fees paid each fall and spring semester by full-time undergraduate students.

• The SAF has been established to promote activities planned by student organizations that enhance the quality of student life for the general student population at Loyola’s campuses.

RSO SAF Funding

Funding Periods• Semester Budget Request (SBR)• Can apply for funding to be used the following semester.• No request limit.

• SPOT budget request• Can apply for funding to be used during current semester.• Limit to 2 event sponsorship requests per organization.• $10,000 max per SPOT cycle

*All requests are approved by the USGA allocations committee

RSO SAF Funding

Budget Request Due Dates• Fall• SPOT due dates – End of September, End of October• SBR Due date - End of November

• Spring• SPOT due dates – End of January, End of February.• SBR Due date – End of March.

• For the most updated SBR deadline dates, please visit the SAGA website

RSO SAF Funding

Important RSO Funding Dates• 9/12 – Spot 1 budget requests due• 9/21 – Spot 1 hearings• 10/8 – Spot 1 budget appeals due• 10/17 – Spot 2 budget requests due• 10/25 – Spot 2 hearings• 11/4 – Spot 2 budget appeals due• 11/7 – SBR budget requests due• 11/15 & 11/16 – SBR Budget Hearings• 11/25 – SBR budget appeals due

RSO SAF Funding

Fundable RequestsAll SAF requests must meet the following minimum

eligibility criteria:• The event or program must be planned primarily for Loyola

University Chicago undergraduate students and be open to the general University community.

• The request is appropriate based on the mission and goals of the organization.

• The SBR or SPOT request is submitted to the Allocations Committee by applicable deadlines, using the appropriate official forms and proper procedures.

RSO SAF FundingFundable Requests

All SAF requests must meet the following minimum eligibility criteria:

• The event must fall between the first day of class and the last day of class during the semester. No funding is available for events over breaks, holidays, or finals.

RSO SAF FundingCommon Non-Fundable Requests

• Internal organization costs• Expenses related to conference attendance (e.g.

travel costs, registration, etc.);• Food at regularly scheduled meetings, receptions, or

dinners exclusive to that organization;• Personal clothing unless it is considered integral to the

production of an event (i.e. costumes, but not club t-shirts)• Reusable equipment: athletic gear, reusable

decorations/supplies, etc.

RSO SAF FundingCommon Non-Fundable Requests

• Costs associated with prohibited events or activities• Political activities or activities sponsored by an

outside political entity;• Any costs related to or in support of raffles,

illegal gambling, or other illegal activity;

A full list of fundable/non-fundable requests can be found in the RSO Handbook

RSO SAF Funding POP Quiz!• Pizza for an e-board meeting?• Decorations for a fashion show?• Catering for a philanthropy event?• Flights to a national conference?• The fee for a guest speaker?• Club t-shirts?

Requesting RSO SAF Funding• The Budget Request Process • A two (2) step process

• Budget Requests: process by which a student organization will submit an application to receive funding.

• Spending Requests: process by which a student organization will request to spend a previously approved allocated amount of funding.

• Both processes are done EXCLUSIVELY through OrgSync.com• For complete step-by-step instructions on how to complete

the Budget Request and spending request process, please visit the SAGA website under “resources”!

Requesting RSO SAF Funding

The Payment Procedures• Three (3)payment types• Credit Card Request• Vendor Check Request• Student Reimbursement

Requesting RSO SAF FundingCredit Card Requests

• Credit card purchase requests are to be submitted via OrgSync.• A) You place the order• B) SAGA will call/go online to pay!

• Credit card purchase request forms must be submitted at least three (3) business days prior to purchase.

• Things to consider:• *Shipping – include time/cost into purchase date• *Tipping: Be sure to not exceed your allocated budget!

*Indicate tipping amount on receipt • *Tax exempt form may be required by the vendor

Requesting RSO SAF FundingVendor Check Requests

• Used for any third party vendor that is providing a service for campus. (ex: DJs and guest speakers)

• Check Requests are due 4 weeks in advance of the event date at the absolute latest! Be proactive and submit BEFORE the 4 week deadline or it will be DENIED!

• Contract amount should include service fee and travel accommodations (if necessary)

Requesting RSO SAF FundingStudent Reimbursement

• Reimbursement forms must be submitted within four weeks following the event on OrgSync

• Reimbursement is only for allocated funds• Itemized receipts are required for all reimbursements!• Sales tax will not be reimbursed!• *Contact SAGA prior to purchases to have tax exempt letter

sent to vendors on your organization’s behalf

• Gift Cards can only be purchased through Student Reimbursement!

Requesting RSO SAF FundingUsing Start-Up Funding & Revenue

• Start-Up Funding: an automatic allocation for successful registration by July 31st and attendance at RSO E-Board Orientation at the beginning of the fall semester (will be allocated for both fall and spring semester).• Revenue: monies that are raised or donated to a

student organization and deposited into their SAGA internal RSO account.

Requesting RSO SAF FundingUsing Start-Up Funding & Revenue

• Start-Up Funding • $100 per semester, use it or lose it!• NEVER rolls over• Use for early semester needs such as

• Printing • Org Fair materials • First recruitment meeting (i.e. food)

• Automatically added to organization budget upon successful student organization registration

• Revenue• Rolls over from semester to semester, and year to year• Revenue is secured in your internal account with SAGA…outside bank

accounts are PROHIBITTED

• For complete step-by-step instructions on how to complete the Start-Up Funding and Revenue spending request process, please visit the SAGA website!

Receipts• All receipts after any transaction are to be submitted to SAGA

no later than three (3) business days after the purchase/event. • Remember to reflect tipping!

• Failure to submit your receipt on time can result in your payment privileges being revoked for the remainder of the semester!• Tipping: Be sure to not exceed your allocated budget!

*Indicate tipping amount on receipt

Contracts• Contracts are due 4 weeks in advance of the event date at the

absolute latest! Be proactive and submit BEFORE the 4 week deadline or it will be DENIED!

• A complete contract includes THREE (3) components:1) Vendor contract + LUC Contract Rider

OR LUC Event/Performance Agreement2) Contract must include a completed W-9 form (if contract is paid)3) A Certificate of Insurance

• To submit a contract, please upload it with your Check Payment Request

• Contracts will only be accepted through OrgSync.com• Updated version of LUC performance agreement/rider on

SAGA Website• SAGA Contract contact person: Leslie Watland • Email: lwatland@luc.edu

RSO Spending POP Quiz• What RSO event planning element is due AT LEAST 4 weeks

before the event date?• What RSO spending requirement is due WITHIN three (3)

business days after the purchase date?• What payment request method is due AT LEAST three (3)

business days prior to the purchase date?• True or False: EVERY contract must include a W-9.• True or False: Gift Cards can only be purchased through

reimbursement.

What is the Allocations Committee Looking For???• Documentation: Show the committee HOW

you arrived at the requested amount (quotes or screenshots with detailed purchasing items)• Advertising plan• Organized Line Items• How the request pertains to the mission of

your organization• Please visit luc.edu/saga to reference the

documentations example packet!

Additional Options for Funding• UID Funding: established to support and cultivate educational

events, programs, activities and educational opportunities that specifically address social justice and human diversity• Managed by the Office of Student Diversity & Multi-Cultural

Affairs (SDMA)• Primary Contact: Ms. Gaby Ortiz | EMAIL• For specific information regarding the application process, visit

luc.edu/diversity

• The Green Initiative Fund: established to fund student initiated environmental sustainability projects at Loyola.• Managed by your USGA• To apply, visit luc.edu/tgif

Additional Options for Funding• Fundraising• May conduct fundraising activities that are approved by SAGA

and must reflect the organizations purpose• May not use SAF funds to fundraise for internal RSO use• Collection of dues are permitted, but must be deposited into

RSO university account• Prohibited fundraisers include but are not limited to:

• Campaign solicitation or fundraising events• Raffles• Events promoting and/or providing alcohol• Eating contests• Date auctions

Additional Options for Funding• Fundraising• Must complete an Activity Request Form and have form

approved prior to fundraising event• The following fundraising options are allowed:

• Bake Sales (in accordance with Food Policy)• Collection of dues or membership fees

• Cash Box Request Form• Required for all fundraising activity. Form found on OrgSync and

must be submitted at least 2 business days prior to fundraising activity

• First come-first serve!• Two (2) day limitation for cash boxes

• For a complete list of approved fundraising activities and policies, please refer to the Student Organization Handbook

RSO Policy Requirements• RSO Food Policy• DO NOT PREPARE ANY FOOD AT HOME (includes residence halls) - home

prepared foods are strictly prohibited.• Food must be purchased or donated from a vendor listed on the

Preferred Vendor List located on OrgSync• Only prepackaged, store bought or donated items may be sold.• Gloves must be worn when selling or serving food.• No seafood of any kind.

• For a complete description of the RSO Food Policy, please refer to the Student Organization Handbook

• If you would like to work with a food vendor that is not currently on the preferred vendor list, please email request to add vendor to activities@luc.edu.

Working with your Advisor

How to work with your advisor 101• Meet with your advisor to:• Review constitutional edits/executive leadership updates• Outline goals for academic year• Set expectations for attendance at meetings/events• Collaborate on ideas/insights for future programs/events

• All Student Organizations are required to have a full time Loyola faculty/staff advisor

• Be sure your advisor contact information is accurate on OrgSync

Orgsync• OrgSync Training Dates• Tuesday, September 9, 2014 – 2:00pm – Damen MPR North• Tuesday, September 16th, 2014 – 2:00pm – Damen MPR North• Friday, September 19, 2014 – 11:00am – Damen 216

• For general assistance with OrgSync questions, please reach out to C.A.N. at can@luc.edu for a one-on-one OrgSync training session!

Closing “Power” Points• Activity Request Forms are due at least 2 weeks prior to the

Event date• Receipts must be submitted within three (3) business days

after a credit card purchase• Contracts are due NO LATER THAN four (4) weeks prior to the

event date• Annual Student Organization Registration Renewal deadline

is July 31st, 2015• RSOs – Be sure to attend ALL C.A.N. General Body Assembly's • Attend the Student Org Leadership Development Series

Workshops!• For funding, OrgSync, and general questions, please email

C.A.N. at can@luc.edu

Thank you!

Follow SAGA on IG and Twitter! @LoyolaSAGASee you at the next C.A.N. General Assembly on

September 18th!