campus clubs & faculty associations presidents handbook

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TABLE OF CONTENTS WELCOME FROM THE TEAM ……………………………………………………………………………….…………………………………………2 ABOUT THE STUDENTS’ UNION …………………………………….………………………………………………………………….…………….3 CONTACT INFORMATION ………………………………………………………………….……………………………………..….…………………4 BOOKING SPACE ON CAMPUS & SELLING FOOD ON CAMPUS ………………….…………………………………………………….5 RISK MANAGEMENT ………………………………………………………………………………….…………………………………………………..7 ACTIVITY FORM ………………………………………………………………………………………….………………………………………………….8 MARKETING INFORMATION ………………………………………………………………………….………………………….……………………9 CONTRACTS, SPONSORSHIP & DONATIONS …………………………………………………..………………………………..……………10 CLUBS AND ASSOCIATIONS RESOURCE CENTRE…………………………………………………………….………………………………11 FINANCES ……………………………………………………….………………………………………………………………………….…………...1213 EXPENSE FORM ………………………………………………………………………………………………………………………………………..…..14 VISA AUTHORIZATION FORM ……………………………………………………………………………………………………………………….15 DEPOSIT FORM ………………………………………………………………………………………………………………………………………….…16 FLOAT REQUEST FORM ………………....………………………………………………………………………………………………………….…17 KEEPING TRACK OF FINANCES …………………………………….………………………………………………………………………………..18 BUDGETING………………………………………….…………………………………………………………………………………………………….…19 LEAVE YOUR MARK ……………………………………………………………………………………………………………………………………...20 RESOURCES – SLC ………………………………………………………………………………………………………………………………………...21 RESOURCES – CAREER CENTRE ……………………………………………………………………………………………………………………..22 RESOURCES – LCCSL ……………………………………………………………………………………………………………………………………..23 SPECIAL EVENT FUNDING ……………………………………………………………………………………………………………………………..24 POSTERS …………………………………………………………………………………………………………………………………………………….…25 TICKETING POLICY ………………………………………………………………………………………………………………………………………..26 FREQUENTLY ASKED QUESTIONS ………………………………………………………………………………………….……………………...27 CLUBS AND ASSOCIATIONS POLICY ………………………………………………………………………………………………………..28 42

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Handbook for Wilfrid Laurier Students' Union Campus Clubs and Faculty Associations Presidents.

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Page 1: Campus Clubs & Faculty Associations Presidents Handbook

TABLE OF CONTENTS WELCOME  FROM  THE  TEAM  ……………………………………………………………………………….…………………………………………2  

ABOUT  THE  STUDENTS’  UNION  …………………………………….………………………………………………………………….…………….3  

CONTACT  INFORMATION  ………………………………………………………………….……………………………………..….…………………4  

BOOKING  SPACE  ON  CAMPUS  &  SELLING  FOOD  ON  CAMPUS  ………………….…………………………………………………….5  

RISK  MANAGEMENT  ………………………………………………………………………………….…………………………………………………..7  

ACTIVITY  FORM  ………………………………………………………………………………………….………………………………………………….8  

MARKETING  INFORMATION  ………………………………………………………………………….………………………….……………………9  

CONTRACTS,  SPONSORSHIP  &  DONATIONS  …………………………………………………..………………………………..……………10  

CLUBS  AND  ASSOCIATIONS  RESOURCE  CENTRE…………………………………………………………….………………………………11  

FINANCES  ……………………………………………………….………………………………………………………………………….…………...12-­‐13  

EXPENSE  FORM  ………………………………………………………………………………………………………………………………………..…..14  

VISA  AUTHORIZATION  FORM  ……………………………………………………………………………………………………………………….15  

DEPOSIT  FORM  ………………………………………………………………………………………………………………………………………….…16  

FLOAT  REQUEST  FORM  ………………....………………………………………………………………………………………………………….…17  

KEEPING  TRACK  OF  FINANCES  …………………………………….………………………………………………………………………………..18  

BUDGETING………………………………………….…………………………………………………………………………………………………….…19  

LEAVE  YOUR  MARK  ……………………………………………………………………………………………………………………………………...20  

RESOURCES  –  SLC  ………………………………………………………………………………………………………………………………………...21  

RESOURCES  –  CAREER  CENTRE  ……………………………………………………………………………………………………………………..22  

RESOURCES  –  LCCSL  ……………………………………………………………………………………………………………………………………..23  

SPECIAL  EVENT  FUNDING  ……………………………………………………………………………………………………………………………..24  

POSTERS  …………………………………………………………………………………………………………………………………………………….…25  

TICKETING  POLICY  ………………………………………………………………………………………………………………………………………..26  

FREQUENTLY  ASKED  QUESTIONS  ………………………………………………………………………………………….……………………...27  

CLUBS  AND  ASSOCIATIONS  POLICY  ………………………………………………………………………………………………………..28  -­‐  42  

 

Page 2: Campus Clubs & Faculty Associations Presidents Handbook

 

 

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WELCOME!

Rob  Horvath:  Branding  and  Promotions  Coordinator  Hey  guys!  I  am  extremely  excited  to  work  with  every  single  one  of  you  and  can't  wait  to  see  all  the  great  things  we  can  accomplish  together.  I  am  also  super  pumped  to  be  working  with  the  most  amazing  coordinator  team  anyone  could  wish  for.  During  the  year  if  you  need  anything  (marketing  strategy  /  promo  ideas,  etc.)  please  come  talk  to  me!  Let's  have  an  amazing  year  and  make  this  the  best  yet  for  C&A!  

Maggie  Schaefer:  Vice  President  of  Clubs  and  Associations  

Hello  and  welcome  to  the  2012-­‐2013  Clubs  and  Associations  department!  I  could  not  be  more  excited  for  this  year  to  get  started  and  to  see  all  of  the  amazing  things  you  and  all  the  members  of  each  club  or  association  are  going  to  accomplish.    As  the  Vice  President  of  the  Clubs  and  Associations  department  I  am  here  to  support  you  all  year  and  help  you  accomplish  all  of  the  awesome  goals  you  have  set  out  for  the  year.    I  am  a  full  time  Student  Executive  and  my  desk  is  located  in  the  Students’  Union  offices.    Please  feel  more  than  welcome  come  to  me  with  any  questions  or  concerns  you  have  throughout  the  year!  

Brigitte  Guglietti:  Special  Events  Coordinator  

My  name  is  Brigitte  Guglietti  and  I  am  a  third  year  sociology  student!  I  am  the  Special  Events  Coordinator  2012-­‐2013  and  am  most  looking  forward  to  working  with  all  of  you  and  seeing  

what  awesome  events  and  activities  your  clubs  plan  for  the  upcoming  year!  

   Kevin  Mullally:  Liaison  Coordinator  

Hey  everyone,  My  name  is  Kevin  Mullally  and  I  am  a  third  year  Honours  Psychology  student  and  one  of  this  years  Liasion  Coordinators.  I’m  beyond  stoked  to  meet  everyone  and  to  work  with  all  of  you.  The  Clubs  and  Associations  team  this  year  is  unreal  and  has  a  lot  of  different  strengths  so  remember  that  you  can  always  give  me  a  shout  and  ill  do  my  best  to  help  you  out  with  anything.  Much  Love:  Kevin  

Erin  Neal:  Liaison  Coordinator  

Hello  Presidents!  My  name  is  Erin  Neal  and  I  am  one  of  your  Liaison  Coordinators!  I  am  SUPER  pumped  to  being  working  with  all  of  you  and  trying  to  make  your  clubs  as  successful  as  possible.  My  job  is  to  act  as  a  liaison  between  YOUR  Club  and  YOUR  Student's  Union.  I  am  here  to  help!  Please  feel  free  to  contact  me  at  anytime  with  any  questions  or  concerns  regarding  anything!  I  look  forward  to  getting  to  know  all  of  you!  :D  

Jeff  Lei:  Liaison  Coordinator  

Hello  Presidents!  As  a  liaison,  I  am  here  to  help  your  club  become  bigger  and  better  by  providing  you  with  answers  to  all  your  questions.  Aside  from  being  on  Clubs  &  Associations  I  enjoy  playing  intramural  basketball,  watching  Suits  and  staying  involved.    I  am  super  stoked  and  nervous  to  meet  you  all  this  coming  year,  but  I  am  sure  it  will  be  a  great  year!    If  you  have  any  concerns  or  questions  please  ask  me  or  if  you  see  me  on  campus  say  hi,  hello,  hey,  yo,  whatever  it  may  be!  

Tori  Mathieson:  Liaison  Coordinator  

I  chose  Laurier  three  years  ago  because  of  its  emphasis  on  participation  and  extra  curricular  activities  and  student  involvement.  Since  I  came  here,  I  have  been  involved  in  a  variety  of  clubs  and  activities  on  campus,  and  I  understand  the  value  of  participation.    I  look  forward  to  helping  to  facilitate  these  

clubs  and  meeting  the  variety  of  students  involved  in  these  clubs!  

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DATES FOR THE 2012-2013 YEAR

 

FALL  2012  

Fall  Club  Registration  Deadline:  September  21st  

Fall  Returning  Presidents  Meeting:  September  16th  

• For  clubs  approved  before  the  September  21st  deadline  

Fall  New  Presidents  Meeting:  September  30th    

Fall  Clubs  Week:  October  9th,  10th,  11th    

Marketing  Workshop:  November  2nd    

Food  Drive:  November  5th-­‐23rd  

Fall  Club  Appreciation:  November  23rd    

 

WINTER  2013  

Winter  Club  Registration  Deadline:  January  18th  

Winter  Returning  Presidents  Meeting:  January  13th  

• For  clubs  approved  before  the  January  18th  deadline  

Winter  New  Presidents  Meeting:  January  27th    

Winter  Clubs  Week:  January  29th,  30th,  31st    

Year  End  Banquet:  March  23rd  

 

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ABOUT THE STUDENTS’ UNION

WHAT  IS  IT?  

As  an  undergraduate  student  at  Laurier,  your  student  fees  help  to  fund  your  Students'  Union.  All  undergraduate  students  are  automatically  members  of  the  Students'  Union  and  are  encouraged  to  engage  in  the  services,  representation  and  programming  that  we  provide.  

OUR  MISSION  

To  enhance  the  holistic  student  experience  at  Wilfrid  Laurier  University  by  providing  innovative  resources  and  effective  representation  within  a  safe  and  empowering  campus  community.  

OUR  VISION  

To  be  the  leader  in  support  and  advocacy  for  all  students.  

OUR  VALUES  

• Diversity  • Community  • Safety  • Sustainability  • Representation  • Access  

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CONTACT INFORMATION

FULL  TIME  STAFF  TEAM:    Vice  President  of  Clubs  &  Associations  Maggie  Schaefer  [email protected]  (519)-­‐884-­‐0710  ext.  4466  2nd  Floor  FNCC  Wilfrid  Laurier  University  Students’  Union    Director,  Student  Experience  Catherine  Mulvihill  [email protected]    (519)-­‐884-­‐0710  ext.  2605  2nd  Floor  FNCC    Wilfrid  Laurier  University  Students’  Union    Clubs  &  Associations  Administrator    Pat  Miller  [email protected]  (519)-­‐884-­‐0710  ext.  2137  2nd  Floor  FNCC  Wilfrid  Laurier  University  Students’  Union      

COORDINATOR  TEAM:      Branding  &  Promotions  Coordinator  Rob  Horvath  [email protected]    Special  Events  Coordinator  Brigitte  Guglietti  [email protected]    Liaison  Coordinator  Erin  Neal  [email protected]    Liaison  Coordinator  Jeff  Lei  [email protected]    Liaison  Coordinator  Tori  Mathieson  [email protected]    Liaison  Coordinator  Kevin  Mullally  [email protected]      

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BOOKING SPACE ON CAMPUS & SELLING FOOD ON CAMPUS

CLASSROOMS  

To  book  a  regular  classroom,  please  use  the  online  booking  form  through  the  Examinations,  Scheduling  &  

Bookings  office.    Please  review  the  booking  rules  prior  to  submitting  a  booking  request.  

Due  to  the  high  volume  of  requests  received  on  a  daily  basis,  please  submit  your  request  at  least  2  business  days  in  advance  or  5  business  days  during  busier  periods  (e.g.  beginning  of  each  term).    

LARGER  ON  CAMPUS  VENUES  

For  larger  events,  clubs  or  associations  can  book  out  non-­‐classroom  space  including:  Wilf’s,  the  Turret,  Theatre  Auditorium,  Maureen  Forrester  Recital  Hall,  Paul  Martin  Centre  or  Senate  and  Board  Chambers.  These  bookings  need  to  be  done  through  Pat  Miller,  Clubs  and  Associations  Administrator.  

Paul  Martin  Centre  or  Senate  and  Board  Chambers  are  only  to  be  booked  for  one-­‐time  special  events  and  

cannot  be  used  for  regular  bookings  throughout  the  year.  There  is  no  guarantee  the  rooms  will  be  available,  and  the  Office  of  the  President  reserves  the  right  to  bump  your  booking  if  required.  There  is  no  charge  for  booking  either  room;  however,  fees  may  be  incurred  for  other  expenses  related  to  your  booking,  such  as  

Media  &  Technology,  Food  Services,  and  Physical  Resources  set-­‐up  or  tear-­‐down.  

Due  to  staffing  and  other  expenses,  charges  will  apply  for  the  Turret,  Wilf’s,  and  the  Theatre  Auditorium.  

CONCOURSE  BOOKINGS  

All  bookings  for  the  concourse  are  handled  directly  through  The  One  Card  Office  (located  in  the  lower  

concourse).  

ATHLETIC  BOOKINGS  

Clubs  or  associations  interested  in  booking  space  in  the  Athletic  Complex,  the  Stadium,  or  Alumni  Field  should  check  the  Facility  Schedules  page  on  the  Athletics  and  Recreation  website.  Depending  on  the  activity  and  facility  required,  charges  may  be  incurred  for  usage.      

SELLING  FOOD  ON  CAMPUS  

With  the  exception  of  BBQ’s  adhering  to  the  WLU  Food  Services  BBQ  policy,  clubs  cannot  sell  any  food  required  to  be  kept  hot  or  cold  as  per  the  University  policy.  For  example,  the  sale  of  pizza  slices  is  not  permitted.  Baked  goods  that  can  be  kept  at  a  room  temperature  is  an  example  of  an  acceptable  item  for  sale.  

It  is  encouraged  to  have  a  list  of  ingredients  or  common  allergens  for  goods  on  sale.  

***INFORMATION  ABOUT  MEDIA  AND  PROJECTORS  IS  AVAILABLE  ON  CLUBS.YOURSTUDENTSUNION.CA***  

Page 7: Campus Clubs & Faculty Associations Presidents Handbook

 

 

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RISK MANAGEMENT

OFF  CAMPUS  EVENTS  

If  your  club  or  association  is  planning  to  hold  an  off  campus  event  you  must  notify  the  Clubs  &  Associations  department  three  weeks  prior  to  the  event  by  completing  the  off  campus  event  form  on  the  Students’  Union  website  (www.wlusu.com).    We  will  work  with  you  to  ensure  the  off  campus  event  is  safe  and  all  the  proper  steps  have  been  taken.    If  an  off  campus  event  is  held  without  approval,  the  club  will  face  disciplinary  action  in  accordance  with  the  Clubs  and  Associations  Policy.    

INTERNATIONAL  TRAVEL  

If  your  club  or  association  is  planning  to  travel  internationally,  you  must  notify  the  Clubs  &  Associations  department  at  least  90  days  prior  to  the  intended  leave  date.    This  is  critical  as  there  are  required  forms  for  risk  management  and  insurance  purposes  that  need  to  be  completed  prior  to  trip  departure.    You  can  do  this  by  submitting  the  off  campus  event  form  online  at  the  Students’  Union  website  (www.wlusu.com).    Failure  to  report  international  travel  will  result  in  disciplinary  action  and  possible  club  suspension.    

OFF  CAMPUS  EVENTS/INTERNATIONAL  TRAVEL  THAT  IS  REPORTED  ON  THE  ACTIVITY  FORM  MUST  ALSO  BE  REPORTED  TO  THE  OFF  CAMPUS  EVENT  FORM  

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ACTIVITY FORM

As  clubs  and  associations    fall  within  the  Students’  Union  and  are  covered  by  the  Union’s  insurance  policy,  it  is  critical  that  the  organization  is  aware  of  all  club  activities  and  events.    The  activity  form  is  to  be  filled  out  on  a  term-­‐by-­‐term  basis  (for  active  terms).    This  is  a  mandatory  form  that  must  be  filled  out  by  the  set  date  each  term.    Failure  to  complete  the  document  and  submit  it  on  time  may  result  in  the  freezing  of  a  club  or  associations  account.  

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Page 9: Campus Clubs & Faculty Associations Presidents Handbook

 

 

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MARKETING INFORMATION

MARKETING GUIDE This online guide will be updated throughout the year with marketing resources for club members. Visit the ʻMarketingʼ link at clubs.yourstudentsunion.ca for basics, best practices, templates and tips on graphic design, social media, story telling, sponsorship, how to use campus resources, and more.

MARKETING WORKSHOPS Small group workshops on marketing topics will be offered throughout the year. Any interested club members are invited to attend. To view available sessions and dates, or to suggest a session topic, visit the ʻMarketingʼ link at clubs.yourstudentsunion.ca

MARKETING DROP – IN SESSIONS Club members looking for additional resources may sign up for a one (1) hour session with one of our marketing staff. These sessions can be used to ask questions, brainstorm ideas, revise existing marketing materials, or design poster or ad templates. A limited number of sessions are available on both campuses each week, on a first come, first serve basis. To view availability and sign up for a session, visit the ʻMarketingʼ link at clubs.yourstudentsunion.ca

TECH SHARE PROGRAM All club members have access to laptops, projectors, iPads, cameras and more from the U-Desk, through our Tech Share Program. Items are available free of charge for up to 48 hours. For more information, visit the U-Desk or the ʻServicesʼ link on yourstudentsunion.ca  

Page 10: Campus Clubs & Faculty Associations Presidents Handbook

 

 

10  

10  

CONTRACTS, SPONSORSHIP & DONATIONS

CONTRACTS  

All  contracts  must  be  signed  by  a  Full-­‐Time  staff  member  of  the  Students’  Union.    If  you  are  entertaining  into  an  agreement  with  another  company,  you  must  notify  the  Clubs  &  Associations  department  so  we  can  sign  the  contact  on  your  behalf.  

This  is  for  liability  and  risk  management  purposes.    We  do  not  want  clubs  to  be  targeted  in  lawsuits  or  legal  disputes  should  anything  go  wrong.      

As  a  club  or  association  student  leader,  you  cannot  sign  any  contracts.  

 

SPONSORSHIP  &  DONATIONS  

If  a  club  or  association  is  receiving  sponsorship  or  donations  from  an  outside  organization,  you  must  notify  the  Clubs  &  Associations  department.      

For  risk  management  purposes  we  have  a  sponsorship  and  donations  contract  that  will  be  signed  by  the  club  president,  a  representative  from  the  organization,  and  VP:  Clubs  &  Associations.    This  is  to  ensure  clarity  and  understanding  between  the  club  and  the  organization  providing  the  sponsorship  or  donation  regarding  the  money’s  intended  purpose  and  over  what  time  period.    This  form  can  be  found  on  clubs.yourstudentsunion.ca.  

Page 11: Campus Clubs & Faculty Associations Presidents Handbook

 

 

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11  

RESOURCE CENTRE

The  Clubs  &  Associations  Resource  Centre  is  located  on  the  3rd  floor  of  the  FNCC  building  (next  to  the  Turret).    This  space  is  designed  and  facilitated  for  club  use.    From  computers  and  printing,  two  large  flat  screen  televisions,  storage  space,  boardroom  style  table,  soft  seating,  coordinator  office  hours  and  bookable  meeting  space,  there  are  many  things  the  resource  centre  offers  that  are  beneficial  to  each  club  or  association.  

 

HOW  DOES  IT  BENEFIT  YOU?  

• Bookable  meeting  space  after  hours  and  on  weekends    o Can  also  use  the  space  during  coordinator  office  hour  times  

• Coordinator  office  hours  during  the  fall  and  winter  terms    • Storage  space  for  club  belongings  (e.g.  poster  boards,  small  items)  on  a  

first  come  first  serve  basis,  and  with  the  approval  of  the  VP:  Clubs  and  Associations  

• Space  for  you  to  come  and  work  on  projects  during  the  day    o Computer  use  available  o Printer  use  available  (for  club  operational  use  only)  

• Comfortable  meeting  area  in  addition  to  boardroom  table  

 

HOW  DO  YOU  BOOK  IT  OUT?  

Email  the  VP:  Clubs  &  Associations  to  book  out  the  resource  centre  

Maggie  Schaefer:  [email protected]  

 

Page 12: Campus Clubs & Faculty Associations Presidents Handbook

 

 

12  

12  

FINANCES All  registered  clubs  and  associations  are  eligible  to  receive  funding  to  operate  the  club.    In  order  to  receive  

funds,  each  club  must  complete  a  budget  proposal  by  the  designated  date.    Budget  money  is  a  privilege  and  not  a  right.  

Budgets  will  be  monitored  throughout  the  year  to  ensure  each  club  is  using  their  allocated  budget  money.  If  the  Clubs  &  Associations  department  notices  little-­‐to-­‐no  funds  have  been  spent  in  the  fall  term,  the  amount  

allocated  to  that  club  may  be  reconsidered  for  the  following  term  if  an  appropriate  plan  of  spending  cannot  be  provided  to  the  VP:  Clubs  and  Associations.  

The  Students’  Union  oversees  club  finances  using  two  accounts.    The  first  account  is  budget  money  (5000  account)  and  is  strictly  budget  money  allocated  by  the  Students’  Union  or  Faculty  Association.  Unspent  

budget  money  does  NOT  rollover  at  the  end  of  the  year  and  deposits  cannot  be  made  into  the  budget  account.    The  second  account  is  club  generated  money  (6000  account)  and  is  for  all  of  the  money  a  club  

brings  in  (example:  ticket  sales,  sponsorship  or  clothing  sales).  Expenses  not  covered  by  budget,  such  as  donations  to  charity  or  clothing  purchases,  can  be  paid  using  this  account.    Unspent  club  generated  money  will  rollover  but  must  be  spent  during  the  following  year  unless  specifically  noted  (e.g.  sponsorship  from  an  

organization  to  be  spread  out  over  3  years  for  club  operations).    

All  clubs  are  required  to  submit  any  collected  funds  directly  to  the  Students’  Union  finance  office  as  soon  as  possible.    This  is  for  risk  management  and  safety  purposes.    Keeping  club  funds  and  not  depositing  the  money  is  grounds  for  club  probation  and  possibly  de-­‐ratification.  

There  are  four  methods  to  cover  club  expenses:  

1. Reimbursement:  an  individual  club  member  spends  their  own  money  for  a  club  expense  is  

reimbursed  personally  (itemized  receipts  are  required  to  verify  the  expense),  using  the  expense  form  2. Invoice:  submitting  the  invoice  to  the  Students’  Union  directly  for  payment  by  cheque,  expense  form  3. Internal  transfer:  submit  the  invoice  from  a  campus  department  or  service  (e.g.  Wilf’s  catering,  

Physical  Resources,  etc)  to  be  paid  by  the  Students’  Union  via  internal  transfer,  expense  form  4. Visa  expense:  for  large  expenses  (e.g.  train  tickets)  or  payments  that  require  a  credit  card,  the  Visa  

Authorization  ensures  payment  directly  by  the  Students’  Union  so  individual  club  members  are  not  

required  to  use  their  own  credit  card,  using  the  visa  authorization  form    Expense  forms  must  be  completed  on  the  computer;  if  they  are  not  completed  on  the  computer  they  will  not  

be  processed.    Deposit  Forms  and  Float  Requests  can  be  completed  by  hand.  Expenses  are  due  Tuesday  by  10:00am  and  cheques  (or  petty  cash  letters)  will  be  ready  for  pickup  at  the  U-­‐Desk  by  Friday  morning  of  the  same  week.    

 Faculty  Association  clubs  will  work  in  the  timeline  set  out  by  the  respective  faculty  so  there  is  time  for  the  faculty  advisor  and  president  to  sign  the  forms  before  they  are  submitted  to  the  Students’  Union  on  Tuesday  

morning.    If  there  are  problems  with  the  expense  form,  you  will  be  contacted  and  asked  to  pick  up  the  expense  to  fix  the  error.    If  this  occurs  you  may  have  to  wait  another  week  for  the  cheque  to  be  ready.  

Page 13: Campus Clubs & Faculty Associations Presidents Handbook

 

 

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FINANCES, CONTINUED

BUDGETING  

Creating  a  budget  is  necessary  in  order  to  receive  funding.    When  creating  a  budget  for  the  year,  it  is  important  to  think  about  the  year  ahead  and  make  a  plan  for  the  events  and  activities  the  club  will  be  holding  and/or  participating  in.    The  amount  requested  is  not  guaranteed  to  be  approved.  

FLOAT  REQUESTS  

If  you  require  a  float,  you  need  to  fill  out  the  float  request  form  with  Pat  Miller,  the  Clubs  and  Associations  Administrator.    At  least  one  day’s  notice  is  necessary  in  order  to  receive  a  float.    The  float  MUST  be  returned  the  following  day.    Floats  are  generally  $75.    These  forms  are  available  online  and  outside  Pat  Miller’s  office  and  do  not  need  to  be  completed  online.  

DEPOSITS  

Collected  money  must  be  deposited  with  the  Students’  Union  as  soon  as  possible.    It  is  to  be  deposited  with  Pat  Miller,  the  Clubs  and  Associations  Administrator.    If  Pat  is  not  available,  there  is  a  drop  shoot  next  to  her  office  door  and  you  can  return  to  count  it  the  next  day  with  Pat.    After  hours,  there  is  a  drop  shoot  outside  of  the  back  door  of  the  Students’  Union  offices  that  can  be  accessed  with  a  signed  out  key.      

Deposits  must  be  accompanied  with  a  deposit  form,  which  is  available  online  and  outside  Pat  Miller’s  office  and  can  be  completed  by  hand.  

FINANCE  FORMS  

The  next  pages  display  how  to  properly  complete  all  the  finance  forms  in  the  department.    It  is  important  to  note  that  these  completed  forms  do  not  display  the  necessary  attached  information  to  each  form.    For  reimbursements  you  must  include  proper  itemized  proof  of  purchase,  while  for  invoices  you  must  include  the  invoice  itself.  

Page 14: Campus Clubs & Faculty Associations Presidents Handbook

 

 

14  

14  

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Page 15: Campus Clubs & Faculty Associations Presidents Handbook

 

 

15  

15  

VISA AUTHORIZATION FORM

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Page 16: Campus Clubs & Faculty Associations Presidents Handbook

 

 

16  

16  

DEPOSIT FORM

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Page 17: Campus Clubs & Faculty Associations Presidents Handbook

 

 

17  

17  

FLOAT REQUEST FORM

Page 18: Campus Clubs & Faculty Associations Presidents Handbook

 

 

18  

18  

KEEPING TRACK OF FINANCES

It  is  important  for  each  club  president  to  keep  track  of  club  finances.    Even  if  the  treasurer  is  keeping  track,  it  is  important  for  the  president  to  be  aware  of  what  is  going  on.    If  you  are  always  aware  of  what  financial  

activity  is  occurring  then  you  are  ensuring  you  are  keeping  within  your  allocated  budget  and  generated  club  funds.      

As  a  club  you  will  not  be  given  extra  budget  or  generated  money  if  you  spend  more  than  you  have  so  it  is  critical  that  as  the  president  of  the  club  you  are  aware  of  where  the  club  stands  financially  at  all  times.    If  the  

Students’  Union  receives  an  expense  form  and  the  club  does  not  have  money,  the  form  will  not  be  processed.  

Below  is  a  sample  of  how  you  could  keep  track  of  your  finances.    Do  what  works  best  for  your  club,  considering  the  amount  of  financial  activity  you  have.  

5000  ACCOUNT  (Budget  Account)    

Approved  budget  amount:  _______  

DATE   COST  (with  and  without  HST)   Description   Who  (who  paid  for  the  expense)  

                                                         

6000  ACCOUNT  (Generated  Club  Funds)  

2011-­‐2012  club  rollover  amount:  ________  

DATE   COST  (with  and  without  HST)   Description     Who  (who  paid  for  the  expense)  

                                                       

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BUDGETING

After  you  have  completed  your  budget  with  the  expected  revenues  and  expenses  for  the  year  the  VP:  Clubs  

and  Associations  will  approve  your  budget  and  insert  the  rollover  amount  from  the  2011-­‐2012  year  (if  any).  

The  white  column  represents  the  amounts  that  you  have  completed  as  expected  revenues  and  expenses  for  the  year.  

The  first  grey  column  (approved  budget  5000)  represents  what  the  VP:  Clubs  and  Associations  has  approved  for  the  budget.    On  the  below  sample  budget  you  can  see  that  this  club  has  been  approved  for  $450  with  the  

breakdown  of  how  that  budget  money  can  be  spent  below  in  the  expenses  section.      

The  middle  grey  column  (actual  budget  5000)  represents  how  budget  money  is  being  spent.    As  you  spend  funds  over  the  year,  from  the  budget  funds,  the  expenses  section  of  this  column  will  be  updated  to  reflect  that  spending.  

The  final  grey  column  (actual  club  generated  6000)  represents  any  and  all  funds  the  club  has  generated  

themselves.    As  the  year  progresses  this  will  be  updated  to  reflect  any  money  that  is  deposited  and  any  money  spent  from  the  club  generated  funds.    This  also  represents  any  rollover  from  the  2011-­‐2012  year.      

Date Submitted:Reviewed By:

Date Approved:Last Updated:

Budget Approved Budget (5000)

Actual Budget (5000)

Actual Club Generated

(6000)

REVENUE $450.00 $450.00

$95.00$200.00$100.00

$600.00$100.00

$1,000.00 $450.00 $450.00 $95.00

EXPENSES$200.00

$50.00 $50.00$150.00$150.00 $150.00

$50.00 $50.00

$750.00 $150.00$50.00$50.00 $50.00

$1,450.00 $450.00 $0.00 $0.00

-$450.00 $0.00 $450.00 $95.00

Complete Club/President Information & Budget line (Column G); Shaded areas to be completed by C&A DepartmentDescriptions are guidelines and can be edited to allow for more detailed information or cost breakdown*Approved Operating Budget and Club Generated Roll-Over to be completed by C&A Department**Clubs & Associations operate using a zero-based budget; revenues should equal expenses

Total Revenue

Total Expenses

REVENUE LESS EXPENSES**

Media, Technology, WebsiteClothing - $25 x 30 peopleOther Expenses - coffee house ticket printingOther Expenses - decorations

Donations to CharitySupplies, Printing, Postage, ShippingRentals, Equiment, Facilities, Physical Resources - coffee houseFood, CateringMeetings, Training, Conferences, Speaker GiftsTravel, Accommodations

M. Schaefer20-May-12

Approved Operating Budget*Club Generated Roll-Over 2011-2012*Coffe House Ticket Sales $2.00 x 100 peopleDonations, Fundraising - popcorn sales at coffee houseSponsorshipOther Revenue - clothing sales $20 x 30 peopleOther Revenue - bake sale (donation)

Club Name:President Name:President Email:

President Phone:

Clubs & Associations Budget 2012-2013Student Union ClubJoe [email protected]

15-May-12

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LEAVE YOUR MARK

Planning  is  the  first  step  to  success.    Early  planning  will  ensure  events  run  smoothly  and  clubs  are  portrayed  with  a  desired  outcome  to  its  members  and  the  community.    The  following  steps  will  provide  an  outline  of  how  to  go  about  planning  for  the  year:  

1. Establish  goals  you  want  your  club  to  accomplish  • SMART:  specific,  measurable,  attainable,  realistic  and  timely  • What  is  the  purpose  of  your  club?    

o Always  keep  in  mind  what  you  wrote  in  the  constitution  • What  would  you  like  to  see  happen  in  the  new  year?  

2. Assign  clear  and  decisive  roles  to  the  members  of  the  club  • It  is  vital  that  each  member  fully  understands  their  responsibility  and  authority  within  

the  club  • Prevention  of  conflict  and  confusion  • Creation  of  more  effective  club  executive  team  

3. Plan,  plan,  plan!  • Reflect  on  club  goals  and  define  ways  to  achieve  them  • Think  of  the  whole  year  from  the  start  –  layout  what  you  want  to  do  with  this  year  • Are  the  ideas  feasible?  How  will  you  accomplish  them?  When  will  they  happen?  Do  

you  need  to  get  sponsorship?  Apply  for  special  events  funding?    • Consider  joining  up  with  other  clubs  to  plan  events  

o You  can  combine  resources  in  terms  of  finances,  club  member  support  and  creative  thinking  

• The  more  effective  the  planning  stages  are,  the  more  successful  the  club  will  be    4. Budget  your  funds  

• Prepare  quotes  of  the  club  expenditures  during  the  budgeting  process  • Consider  other  ways  of  raising  funds  if  you  have  limited  financial  resources  available    • Ask  for  help!    

5. Keep  track    • Keeping  track  of  all  club  finances  is  critical  to  the  success  of  a  club  • In  keeping  track  of  finances,  you  will  be  able  to  successfully  run  all  club  events  

throughout  the  year  and  not  be  limited  by  overspending  in  certain  periods  6. Transition  

• Transition  is  very  important  so  that  when  you  are  no  longer  the  president  of  the  club  the  new  president  has  been  set  up  for  success  

• With  all  of  the  hard  work,  time  and  effort  you  have  put  into  this  club,  it  is  important  that  you  help  facilitate  the  incoming  team  to  do  the  same  

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RESOURCES – SLC

The Student Leadership Centre supports all aspects of student leader development, student involvement, and student leadership experiences on campus. The SLC is guided by the

philosophy that leadership is about action, not position, and that all students have the capacity to make meaningful contributions during their University careers and beyond!

Drew Piticco Manager, SLC [email protected] x. 4404

The SLC offers free, student driven and student facilitated workshops to the Laurier community. Workshops cover a wide-range of topics under the themes of Personal Leadership; Team Leadership; and Community Leadership; and Capstone Projects. One of the more popular workshops is our TEAM BUILDING ADVENTURES - an experiential workshop that uses low elements and initiative equipment.

Laurier’s Co-Curricular Record (CCR) is an institutionally recognized chronicle of student engagement and student leadership involvement. Students reflect meaningfully while keeping track of all their involvements on campus using this document. Over 1500 unique activities can be recognized!

@LaurierSLC

Student Leadership Centre at Wilfrid Laurier University

www.mylaurier.ca/LEADERSHIP

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RESOURCES – CAREER CENTRE

!

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RESOURCES – LCCSL

 !!!!"#!$%$&%'#!()!*!+*,'-%'!./,0%1/!23,&4!5(,!$*5!&%!3((6-17!)('!$%*1-17),3!*10!%89-/-17!:*5#!/(!9(1/'-&,/%!5(,'!#6-33#!*10!;*##-(1#!/<'(,7<!9($$,1-/5!=(3,1/%%'!;'(>%9/#?!@<%'%!-#!*!:('30!()!(;;('/,1-/-%#!(,/!/<%'%!*10!:%!*'%!<%'%!/(!<%3;!5(,!$*6-17!/<%!'-7</!9(11%9/-(1#?!!!!"#$%&'$"()$%*(+$%"'',%-$#.-/$%"00('.-1$")2&'.3&-."'45$

A%!*'%!'%9',-/-17!BCD!#/,0%1/!*$&*##*0('#!:<(!:-33!*9/!*#!*!3-*-#(1!&%/:%%1!9($$,1-/5!('7*1-E*/-(1!*10!-1/%'%#/%0!=(3,1/%%'#!*/!+*,'-%'?!!@<%5!9*1!<%3;!5(,!:('6!(,/!/<%!3(7-#/-9#!()!5(,'!=(3,1/%%'!;'(>%9/4!)-10!/<%!'-7</!9($$,1-/5!;*'/1%'!*10!7%1%'*/%!-0%*#!(1!<(:!5(,'!93,&!9*1!;'($(/%!9-=-9!%17*7%$%1/!*10!#/,0%1/!;%'#(1*3!0%=%3(;$%1/?!!6/&-$/,*7$8",4$-/,$9,'-),$"::,)5$

F(,!$*5!*3'%*05!<*=%!*!;'(>%9/!-1!$-10!*10!>,#/!1%%0!#($%!<%3;!-1!)-10-17!/<%!'-7</!9($$,1-/5!;*'/1%'?!"/!(/<%'!/-$%#4!9($$,1-/5!('7*1-E*/-(1#!$*5!*;;'(*9<!(,'!9%1/'%!*10!:%!:(,30!9(11%9/!/<%$!:-/<!5(,'!93,&?!!!A%!*'%!*&3%!/(!<%3;!#,;;('/!5(,'!93,&#!$%1/('-17!1%%0#!*10!-1/%'%#/#!-1!=(3,1/%%'-17!/<'(,7<!9(1#,3/*/-(1!*10!9(11%9/-(1!:-/<!=(3,1/*'5!#,;;('/#4!'%#(,'9%#!*10!9(1/*9/#!-1!/<%!&'(*0%'!9($$,1-/5!!

.%10!,#!*1!%$*-34!7-=%!,#!*!9*33!('!0'(;!-1!*/!/<%!2%1/'%?!%8;3('%!<(:!5(,'!93,&!9*1!;3*5!*1!*9/-=%!

'(3%!-1!&,-30-17!*!#/'(17!9($$,1-/5!(1!9*$;,#!*10!*'(,10!+*,'-%'?!!!F(,!9*1!'%*9<!,#!&5!%$*-3!*/!!""#!$%!&'"(4!&5!;<(1%!*/!)*+',,-'./*.0123'0-.4+!('!=-#-/!(,'!:%&#-/%!*/!!%%%'%!&'"(5"#!?!A%!*'%!3(9*/%0!-1!/<%!2*'%%'!.%'=-9%#!&,-30-17!(1!GHB!I-17!./'%%/!J('/<?!

!!!!

Laurier Centre for Community Service-L earning (L C CSL)

192 King Street N. Waterloo Career Services Building

[email protected] www.wlu.ca/csl 519.884.0710 ext. 3799!

6778"(9:&#0;<!&=311>?=@0A=@(@?=@0B<&>0C!&D0(=E0A=@(@?=@0F0

!

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SPECIAL EVENT FUNDING

Purpose: To ensure the needs of clubs are represented throughout the Students’ Union. The fund is to ensure that clubs with the passion and drive to provide an event or activity to Laurier students are able to do so with minimal monetary limitations.

* Note: This document is subject to change without notice*

Procedural Overview (For Applicant Use)

Guidelines: The Clubs and Associations Special Event Funding is available to all approved clubs at Laurier. It is created to allow any club to program events for the Laurier community without limitations. The program will function as either a grant resource or a repayable loan. Clubs applying for Special Event Fund must present a clear and concise plan for the event, including revenues designated for repayment. Repayment can range from event sponsorship, fundraising and ticket sales to a cover charge. Individuals applying for the special event funding are expected to abide by all Special Event Funding policies and procedures. Any revenue strategies must be communicated to the Clubs and Associations department.

Note: not all requests will be granted.

Note: Volunteers on the Clubs & Associations Coordinator team, students at large, and other WLUSU committee volunteers are not eligible to submit proposals for this fund, it accessible to approved clubs only.

Note: Grants will not be given to charitable events (Loans can be applied in these cases)

Note: Priority will be given to events that are open and accessible to all Laurier students

Application Process: The application process consists of two components: an online application form (submitted to the VP: Clubs & Associations) and a very brief presentation including a general discussion of the event with the VP: Clubs & Associations and representatives from the C&A Coordinator Team.

Presentation: The purpose of the presentation is to offer a better understanding of the proposed event, where the applicant clearly outlines the financial costs associated and has an opportunity to ask and answer any additional questions related to the event.

Presentation Particulars:

• Approximately 5-10 minutes followed by a 5 minute question and answer/discussion period afterwards.

• Casual attire is permitted. • The presentation must include:

1. Basic Details of the Event (who, where, what, when, why, how?) 2. Overview of the financials of the event 3. Justification for event and its impact on Laurier students 4. Identification of Risks at the event for any person in attendance. (This would be considered the applicants Risk Management Assessment.) 5. State how you will be contributing to the Laurier Community through your event.

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POSTERS

Posters  must  be  approved  through  the  Clubs  and  Associations  department.      

Following  Clubs  and  Associations  approval,  the  posters  can  be  stamped  at  the  Dean  of  Students  Office  and/or  Faculty  (for  buildings  requiring  faculty  approval).    There  is  a  limit  of  25  posters.  Please  refer  to  the  WLU  

Campus  Poster  Policy  for  acceptable  use.    

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TICKETING POLICY The U Desk will not only sell tickets to your events for a small administrative fee, but they also provide the ticket stock for you, as well as the ability for students to purchase tickets online in our e-commerce site (http:// tickets.yourstudentsunion.ca). Our system is designed to print tickets as they are sold, to prevent large stocks of tickets being wasted. You must complete the form at http://udesk.yourstudentsunion.ca at least 48 hours prior to when you would like your tickets to go on sale. Tickets will only be sold through the U Desk Ticket System mentioned above. No tickets will be sold that do not go through this system. The U Desk will not accept physical ʻticket stockʼ and sell those tickets for your club or group. The U Desk will display information on a large screen TV located directly beside the U Desk, for all events that tickets are being sold to. Images must be provided to [email protected] in .jpeg format (1080x1920 pixels, Portrait orientation). These posters must be approved by the Clubs and Associations department and the Dean of Students prior to posting.

Ticket/Merchandise Sales Information regarding the anticipated ticket sales, including ticket and event information, should be provided as far in advance as possible prior to the requested start date of ticket sales to ensure that the cash register can be programmed for the sale of your event tickets, that our staff is properly informed of event details, and to ensure adequate advertising for successful sales. The online form mentioned above will require the following information:

• Number of tickets being sold and any conditions that must be met (ie public vs student tickets, early bird tickets, 19+ etc.)

• Requested start and end date of your ticket sales • Event location (including address and directions if applicable) • Description of the event • Method of remittance of sales revenue (Account # or Cheque)

NOTE: the Studentsʼ Union can only remit payment at the end of each fiscal period, every 28 days. For specific remittance dates in relation to your event, contact [email protected] The Studentsʼ Union will provide the event organizer a block of physical tickets upon request for their own sale, or to sell tickets at the door of the event. These tickets will be provided at a cost of .10 cents per ticket. All tickets sold will have a 10% discount at Wilfʼs Restaurant & Bar located on the back of the ticket stub, therefore we encourage event organizers to not collect tickets, but check tickets or mark tickets. Administrative Fee: We do incur costs by our Charge Card provider. We also pay a license to the provider of the ticket system, as well as purchase the ticket stock on an as needed basis. Finally, we are required to subsidize our labour costs with a vision of our service remaining revenue neutral. We do charge administrative fees as a percentage of ticket revenue. • Studentsʼ Union / Graduate Students Association Committees, Clubs or Faculty Associations - 3%* • University Departments - 5%* • External Organizations - 10% NOTE: any events for Studentsʼ Union, Graduate Students Association, or University affiliated groups with sales of less than $250 will not be charged any commission  

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FREQUENTLY ASKED QUESTIONS

1. Where  can  I  find  the  expense  form?  

• Expense  forms  can  be  found  on  the  Students’  Union  website  under  the  CLUBS  tab  2. Where  can  I  hold  my  meetings?  

• As  a  registered  club  or  association  you  can  book  spaces  in  the  university  (e.g.  classrooms).    You  

can  also  book  out  the  Clubs  and  Associations  Resource  Centre  by  emailing  the  VP:  Clubs  and  Associations    

3. Can  I  get  updated  budgets?  

• You  can  email  Pat  Miller,  the  Clubs  and  Association  Administrator  ([email protected]),  to  get  an  updated  budget.    As  you  should  also  be  tracking  finances,  you  will  be  able  to  compare  and  update  your  finances  accordingly.    

4. How  do  I  complete  the  expense  form?  • The  president’s  handbook  has  a  sample  completed  expense  form  along  with  other  sample  

completed  financial  documents.    Use  this  as  a  guide,  keeping  in  mind  you  must  always  attach  

itemized  proof  of  purchase  when  submitting  expenses.    You  can  also  always  ask  a  Coordinator  to  assist  you  complete  the  forms  during  Resource  Centre  office  hours.  

5. I  am  holding  an  off  campus  event,  what  do  I  need  to  do?  

• Any  time  you  are  holding  an  off  campus  event,  you  must  complete  the  off  campus  form  on  the  Students’  Union  website.    This  must  be  done  at  least  three  weeks  prior  to  the  event.    

International  travel  needs  to  be  reported  90  days  in  advance.    This  is  in  addition  to  the  event/travel  being  recorded  on  the  club  or  association  activity  form.  

6. I  am  having  trouble  with  one  of  my  executive  members,  what  can  I  do?  

• The  Clubs  and  Associations  department  is  available  to  help  if  Human  Resource  problems  arise  within  the  club.    Feel  free  to  come  to  the  VP:  Clubs  and  Associations  or  your  Liaison  representative  and  we  can  help  provide  a  solution  and  resources.  

7. Who  is  my  liaison  coordinator?  • Each  club  or  association  has  a  liaison  coordinator  who  is  there  to  help  throughout  the  year  with  

whatever  they  might  need.    If  you  do  not  know  who  your  coordinator  is,  please  contact  the  VP:  

Clubs  and  Associations.      8. Why  do  I  have  to  fill  out  all  these  forms  and  attend  the  presidents  meeting?  

• Active  club  or  association  status  is  a  privilege  and,  as  the  president,  there  are  certain  

requirements  to  ensure  the  success  of  a  club  or  association  for  the  year.    It  is  important  that  the  Clubs  and  Association  department  is  aware  of  all  club  activity  (including  all  finances)  as  active  clubs  and  associations  fall  under  Students’  Union  insurance.    We  want  each  president  to  have  the  

correct  information  and  know  what  needs  to  be  done  so  each  club  or  association  can  be  successful  and  safe.    

9. Why  can’t  our  club  hold  an  off  campus  bar  night?  

• Well,  you  can,  if  the  entire  venue  is  rented  out  and  ONLY  Laurier  students  and  their  guest’s  students  are  allowed  in.    This  is  for  safety  purposes  in  terms  of  risk  management.    If  found  out  

that  an  off  campus  bar  night  is  held  by  a  club  without  the  whole  venue  booked  out  and/or  the  department  is  not  informed,  the  club  or  association  risks  de-­‐ratification.    

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CLUBS & ASSOCIATIONS POLICY

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