Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form

Transcription

1 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form This form is used by social fraternities and sororities that have a Program and/or House Fund at the Bowling Green State University Foundation. While any chapter member who has appropriate OrgSync access can submit the form, the chapter president MUST approve the request before staff will process the transaction. Such approval is done electronically - the president will get an from OrgSync and he/she must select APPROVE and then SUBMIT. The person submitting the form must ensure that the correct address for the chapter president is typed into the form. Please direct any questions about this process to Chris Bullins (chrishb@bgsu.edu) or Jaye Baum-Gangwer (jbaum-g@bgsu.edu) in the Office of Campus Activities. Type of Fund Select the type of fund for this transaction to be paid from: [Required] [ ] Program Fund (used for Parlor Fees, conferences, and/or other educational/operational purposes) [ ] House Fund (used for bookcases, tables, trophy cases, area rugs, TVs, projectors, podiums and/or pre-determined types of furniture) Program Fund - Chapter Chapter Name [Required] Please select your chapter's fund from the list. Only chapters with a Program Fund can be selected. Expenses must be for Parlor Fees, conferences, and/or other educational/operational purposes. - must select a value. [ ] Alpha Chi Omega, Beta Phi chapter [ ] Alpha Kappa Alpha, Iota Iota chapter [ ] Alpha Omicron Pi, Alpha Psi chapter [ ] Alpha Phi Alpha, Epsilon Theta chapter [ ] Alpha Sigma Phi, To Better The Man Fund [ ] Alpha Tau Omega, Epsilon Kappa chapter [ ] Chi Omega, Kappa Delta chapter [ ] Delta Chi [ ] Delta Gamma, Beta Mu chapter [ ] Delta Lambda Phi, Beta Omicron chapter [ ] Delta Sigma Theta, Epsilon Omicron chapter [ ] Delta Tau Delta, Delta Tau chapter [ ] Delta Xi Phi, Xi chapter [ ] Delta Zeta, Gamma Tau chapter [ ] Gamma Phi Beta, Beta Gamma chapter [ ] Kappa Delta, Beta Mu chapter [ ] Kappa Kappa Gamma, Zeta Kappa chapter [ ] Kappa Sigma, Epsilon Eta chapter [ ] Lambda Chi Alpha, Phi Mu Zeta chapter [ ] Omega Phi Alpha, Alpha chapter [ ] Phi Beta Sigma, Epsilon Phi chapter [ ] Phi Delta Theta, Ohio Kappa chapter [ ] Phi Gamma Delta (FIJI), Beta Gamma chapter [ ] Phi Kappa Psi, Ohio Zeta chapter [ ] Phi Mu Alpha Sinfonia, Iota Omicron chapter [ ] Pi Beta Phi, Ohio Theta chapter [ ] Pi Kappa Alpha, Delta Beta chapter [ ] Pi Kappa Phi, Delta Sigma chapter [ ] Sigma Alpha Epsilon, Ohio Kappa chapter [ ] Sigma Chi [ ] Sigma Gamma Rho, Zeta Alpha chapter [ ] Sigma Kappa, Theta Upsilon chapter [ ] Sigma Lambda Beta, Nu Beta chapter [ ] Sigma Lambda Gamma, Omicron chapter [ ] Sigma Nu, Epsilon Chi chapter [ ] Sigma Phi Epsilon, Ohio Kappa chapter [ ] Tau Kappa Epsilon, Zeta Lambda chapter [ ] Zeta Phi Beta, Psi Epsilon chapter What are you paying/being reimbursed for [Required] [ ] Annual Parlor Fee to the Office of Residence Life [ ] Travel/Conference Expenses [ ] Chapter Operational/Educational Expenses [ ] Other Page 1 of 5 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form

2 If you selected "Other" please describe what you are paying for Purchase description [Required] Use this space to describe the purchase you want to make/be reimbursed for and explain how it will benefit your chapter. Please enter the total amount for the purchase/reimbursement that you want made from the Program Fund. [Required] If the amount you entered above to be paid from the Program Fund does not match the total of the itemized invoice/receipt that you are attaching, please comment here as to how the difference will be paid. Method of Payment Explanation You have two options for how payments from the Program Fund are made: 1. Campus Activities can make the purchase/payment for you; or 2. A chapter member OR the chapter's off-campus bank account can make the purchase/payment and then be reimbursed. Method of Payment [Required] Select the process by which you want the payment to occur: [ ] Campus Activities should make the purchase/payment [ ] Reimburse a member or the chapter's off-campus account because payment was already made Reimbursement Information Provide complete information for the chapter/individual to be reimbursed for the item(s) already purchased. Make sure to include the full chapter/individual's name and mailing address (street, city, state and zip code). Documentation [Required] All invoices or receipts must be ITEMIZED. If attaching a receipt, it must clearly show the name of the person/chapter who paid for the item(s). Purchases/reimbursements must be approved by the Chapter President and the Associate Dean of Student or designee. House Fund - Chapter Chapter Name [Required] Please select your chapter's fund from the list. Only chapters with a House Fund can be selected. Expenses must be for for bookcases, tables, trophy cases, area rugs, TVs, projectors, podiums and/or pre-determined types of furniture). - must select a value. Page 2 of 5 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form

3 [ ] Alpha Chi Omega, Beta Phi chapter [ ] Alpha Omicron Pi, Alpha Psi chapter [ ] Alpha Phi, Beta Omicron chapter [ ] Alpha Sigma Phi, Gamma Zeta chapter [ ] Alpha Tau Omega, Epsilon Kappa chapter [ ] Alpha Xi Delta, Beta Mu chapter [ ] Chi Omega, Kappa Delta chapter [ ] Delta Chi [ ] Delta Gamma, Beta Mu chapter [ ] Delta Sigma Theta, Epsilon Omicron chapter [ ] Delta Tau Delta, Delta Tau chapter [ ] Delta Zeta, Gamma Tau chapter [ ] Gamma Phi Beta, Beta Gamma chapter [ ] Kappa Delta, Beta Mu chapter [ ] Kappa Kappa Gamma, Zeta Kappa chapter [ ] Kappa Sigma, Epsilon Eta chapter [ ] Lambda Chi Alpha, Phi Mu Zeta chapter [ ] Omega Phi Alpha, Alpha chapter [ ] Phi Beta Sigma, Epsilon Phi chapter [ ] Phi Delta Theta, Ohio Kappa chapter [ ] Phi Gamma Delta (FIJI), Beta Gamma chapter [ ] Phi Kappa Psi, Ohio Zeta chapter [ ] Phi Mu Alpha Sinfonia [ ] Pi Beta Phi, Ohio Theta chapter [ ] Pi Kappa Alpha, Delta Beta chapter [ ] Pi Kappa Phi, Delta Sigma chapter [ ] Sigma Alpha Epsilon, Ohio Kappa chapter [ ] Sigma Chi [ ] Sigma Kappa, Theta Upsilon chapter [ ] Sigma Nu, Epsilon Chi chapter [ ] Sigma Phi Epsilon, Ohio Kappa chapter [ ] Tau Kappa Epsilon, Zeta Lambda chapter [ ] Zeta Phi Beta, Psi Epsilon chapter Acceptable Furniture, Fixtures, and Equipment - unless prior approval is granted by the Director of Residence Life, or designee, ONLY the following items are acceptable purchases to be reimbursed for: Upholstered furniture (couches, loveseats, chairs) that meet Class I requirements of the U.S. Department of Commerce Commercial Standard , California Flammability Bulletin 117, or Class A-ASTM-E84) Case goods furniture (bookcases, tables, trophy cases, etc.) Area Rug Television Projector Podium NOTE: If you need assistance with making the purchase, please contract the Director of Residence Life. Otherwise, all transactions from House Funds will be to reimburse a chapter member or the chapter's off-campus bank account for a purchase. Please enter the total amount for the reimbursement that you want made from the House Fund. [Required] If the amount you entered above to be reimbursed from the House Fund does not match the total of the itemized receipt(s) that you are attaching, please comment here as to how the difference will be paid. Reimbursement Information Provide complete information for the chapter/individual to be reimbursed for the item(s) already purchased. Make sure to include the full chapter/individual's name and mailing address (street, city, state and zip code). Purchase #1 [Required] Page 3 of 5 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form

4 [ ] Upholstered furniture (couches, loveseats, chairs) that meet Class I requirements of the U.S. Department of Commerce Commercial Standard , California Flammability Bulletin 117, or Class A-ASTM-E84) Purchase #1 Description [Required] Purchase #1 documentation [Required] Purchase #2 [ ] Upholstered furniture (couches, loveseats, chairs) that meet Class I requirements of the U.S. Department of Commerce Commercial Standard , California Flammability Bulletin 117, or Class A-ASTM-E84 Purchase #2 description Purchase #2 documentation Purchase #3 [ ] Upholstered furniture (couches, loveseats, chairs) that meet Class I requirements of the U.S. Department of Commerce Commercial Standard , California Flammability Bulletin 117, or Class A-ASTM-E84 Purchase #3 Purchase #3 documentation Page 4 of 5 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form

5 Reviews President's [Required] The chapter president must approve this request before the payment request will be processed for payment. Inform him/her to look for an from OrgSync. - name@myschool.edu Page 5 of 5 Social Fraternity/Sorority Foundation Account(s) - Request for Payment/Reimbursement Form