New Officer’s Orientation

Lisa Prandy

Director of Membership202-331-3521

l.prandy@asee.org

Main Contact:

Tim ManicomMembership Manager

202-331-3519 t.manicom@asee.org

Getting Started…

• Complete and return the Annual Report by July 15, 2014.– List of Group Officers & Positions they hold– Confirm all officers are ASEE members– Accurate information provides access to

listserv• Announcements• Soliciting Reviewers, etc.

• Include information on section meetings, etc. so that it can be updated on the web site.

Services ASEE provides to Sections/Divisions

• Membership Rosters

– Outreach activities, announcements, etc.

– Status of Membership, active, lapsed, etc

• Website Hosting

– ASEE can host the site under asee.org domain.

– All site maintenance must be conducted by the group.

Services ASEE provides to Sections/Divisions

• Mailing Labels

– Outreach Activities

• Listserv Access

– All Chairs and Program Chairs are granted listserv access

– Chairs may also grant access to other officers by sending

the request to membership. (membership@asee.org)

– Listserv information can be found at www.asee.org/public

(lower right hand side)

Listserv Access

What’s next . . .

• Review group’s bylaws

– Archived on the Section and Zone area of

ASEE web site.

• Contact predecessor

• Review Section/Zone or Division

Operating Manual

Awardshttp://www.asee.org/member-resources/awards

• Encourage the nomination of your constituents

• List of available awards online• Awards policies and procedures manual• Links to past winners• Online nomination forms• ASEE contact Ms. Diwa Amerkhal

Your Resources

• Operating Account

• BASS Account

• Local Account

Financial Policy:Frequently Asked Questions & Answers

• Who is the main contact at the Headquarters regarding BASS and Operating Accounts?

Andrew Miller

A.Miller@asee.org

(202) 331-3540

Making Deposits

• Send checks to my attention

American Society for Engineering Education

Attn: Andrew Miller

1818 N St. NW Suite 600

Washington, DC 20036

Making Payments (Rules to Remember)

• Must Support ASEE Mission & Vision

• No Personnel Expenses

• Operating Account cannot be used for travel to ASEE Annual Conference

Making Payments(required documents)

• Disbursement Request Form

• Supporting Documentation

• IRS form W-9 for Awards

Financial Policy:Frequently Asked Questions & Answers

• Does the balance in the BASS & Operating Accounts get carried over the next fiscal year?– YES, for the BASS Accounts– NO, for the Operating Accounts

• What is the normal turn-around time for a disbursement?– Within 10 - 15 days of receipt at the Headquarters

• Can we go negative on our BASS & Operating Accounts? – NO for both – can’t be overdrawn

Financial Policy:Frequently Asked Questions & Answers

• Who are the signers for the disbursement requests?– Signers on the “Signature Form”

• Treasurer is primary signer• Chair is secondary signer

• What if I need a report in the middle of a quarter?– You can request an up-to-date report to be

faxed or e-mailed to you

Thank you!