New Officer’s Orientation

2. New Officer’s Orientation Lisa Prandy Director of Membership202-331-3521 l.prandy@asee.org Main Contact: Tim ManicomMembership Manager202-331-3519 t.manicom@asee.org

3. 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.

4. 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.

5. 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)

6. Listserv Access

7. 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

8. 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. DiwaAmerkhal

9. Your Resources • Operating Account • BASS Account • Local Account

10. 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

11. Making Deposits • Send checks to my attention American Society for Engineering Education Attn: Andrew Miller 1818 N St. NW Suite 600 Washington, DC 20036

12. Making Payments (Rules to Remember) • Must Support ASEE Mission & Vision • No Personnel Expenses • Operating Account cannot be used for travel to ASEE Annual Conference

13. Making Payments(required documents) • Disbursement Request Form • Supporting Documentation • IRS form W-9 for Awards

16. 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

17. 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

18. Thank you!