1. Policies 101
What YOU Need to Know

2. Overview Center for Student Involvement Finances
SAF Budget Requests
Graduate Student Organizations
Fundraising
Contracting & Insurance
Minors on Campus
Incident Reporting & Title IX
Student Organization Conduct
Travel
Food
Scheduling
Marketing & Promotion
Ticketing

3. Center for Student Involvement
Program Managers
CSI Staff Member
Knowledgeable in University Policy
Assist with event planning process
The Crew
Experienced Student Leaders
Programming Lab
240 Curry Student Center
434 Curry Student Center
Phone: (617)
northeastern.edu/CSI

4. (E- Board and General Members)
Student Organization
(E- Board and General Members)
CSI Program Manager
Faculty/ Staff Advisor

5. finances Forms Student Activities Business Office (SABO)
Oversee student organization budgets
northeastern.edu/sabo
Forms
Many SABO forms require advisor approval
Physical signature on form
stating approval
Reimbursements
Direct Pays
**Before signing off on financial paperwork remember to check the organization budget to ensure that they have the proper funds**
1. Cash Account
2. Budget Account
Fundraising,
Dues,
Donations,
Etc.
University Funds
SGA (SAF)
GSG 2

6. Saf Budget Requests – undergraduate Organizations
What is the SAF?
Student Activity Fee – mandatory fee for all undergraduate students
Who manages it?
The SGA Finance Board
How do student organizations utilize it?
Submitting budget requests to the finance board
What can it be used for?
Events, conferences, equipment, and publications

7. SAF Budget Requests – undergraduate Organizations
Submitted via OrgSync portal
Budget Pools
Small: > $5,000
Medium: $5,000-$15,000
Large: < $15,000
Major Events
Supplementary Budget Requests
Capital Equipment
Conferences
Competitions
Organization Fees
Publications
Deadlines for requests are based upon the budget pool, for the most up to date deadlines please visit the Finance Board website.
DID YOU KNOW?

8. SAF Budget Requests – undergraduate Organizations
Guidelines & Restrictions
SAF Manual
$45 per attendee
Food: $12 per attendee
Giveaways: $5 per item
SAF logo on all promotional materials
Ticket prices set by the Finance Board
NUPD details for funded events are covered by the SAF
WHAT’S IN A BUDGET REQUEST?
Event Information
Itemized budget & costs
2 comparable quotes for each item
Program Manager approval
Please note that advisor approval is no longer required for SAF Budget Requests, however please encourage your groups to keep you informed!

9. Presentation & Decision
THE SAF PROCESS
Student Submits Request
Program Manager Approval
Presentation & Decision
Spending Reports

10. Graduate Student Organizations
Graduate Student Government
OrgSync application
Program Manager approval
Advisor Approval
Spending Report
INCLUDE ON ALL PROMOTIONAL MATERIAL:

11. Fundraising Fundraising/Cash Collection/ Solicitation Form
OrgSync & CSI website
Submit 3-4 weeks in advance (At least 4 for Solicitation Requests)
Cash Collection
NUPD Details
NUPD detail may be needed in certain areas around campus
Non-SAF events – Student Organization must cover the cost of the detail
SABO cash box
Must be a tangible good at time of sale

12. Gambling/ Gaming/ Raffles Online Cash Collection
Fundraising
Restaurant Fundraisers Selling of prepackaged goods Penny Wars Catalyst
Gambling/ Gaming/ Raffles
Bake Sales
Online Cash Collection
Catalog Sales

13. Contracting & Insurance
When are they necessary?
Performers: musicians, speakers, etc.
Service Providers: catering, lighting, etc.
Off-campus Facilities: venues, hotels, etc.
Why we contract?
Protect students
Protect university
Guarantee payment to vendor
Guarantee service from vendor
Insurance
Required for contracting process
CSI works with Risk Services to determine requirements in line with University standards
Student organizations should consult with their Program Manager

14. The Contracting Process
Organization plans event, books space, & receives funding
Student submits pre- contract (CSI website)
Program Manager does initial review of materials
Office of the General Counsel Review
Sent to Campus Signatory
**Students and advisors cannot sign contracts**
Contract sent to vendor
Direct Pay form submitted by student
**With advisor approval**

15. Minors on Campus
Required for events involving minors who are not NU students
Office of Risk Services Forms
Registration Form
Policy & Code of Conduct
Self Disclosure Form
Online Training & Certification
Release Forms
DID YOU KNOW?
CORI background checks
are only required when there is one on one
unsupervised interactions with a minor

16. Incident Reporting & Title IX
Office of Institutional Diversity and Inclusion
Bias Related Incident Report Form
Bias Incident Response Protocol
Office of Gender Equity and Compliance
Northeastern University Title IX Policy
Applies to all members of the Northeastern community
Mark Jannoni
Assistant Vice President of Title IX Initiatives
Office for Gender Equity and Compliance
West Village A North Unit 106
500 Parker Street
Boston, MA 02115

17. Student Organization Conduct
For student organizations alleged to have violated a policy
Types of Hearings
Information Only Meetings
Written warnings
Administrative Hearings
Could result in official sanctions
Student Conduct Board
Could result in suspension or significant revocation of privileges

18. Travel Travel Authorization Form & Release Waiver How to Book
My Travel Plans (MyNEU)
Chaperones
Team Leader
Faculty/Staff Member
How to Book
Car: Driver Authorization Form
Bus: Work with SABO & preferred vendors
Air: Itinerary from Expedia sent to SABO
Hotel: Itemized quote sent to SABO
University Vans: Van Request Form
Must be a certified driver (Transportation Department)

19. Food BBQs Potlucks Refreshments Catering Take-out BBQ Request Form
Robinson Quad, Centennial Common, Library Quad, West Village Quad, & Speare Quad
Chartwell’s Grills
Fire extinguisher
Catering
Rebecca’s: preferred caterer
Non-Northeastern caterers require contract & insurance
Potlucks
Only permitted for events closed to organization members
Food Safety Form
Refreshments
Non-perishable items
Take-out
Under 100 attendees

20. Scheduling Call for Programs NUSSO CSI Scheduling MAJOR EVENT SPACES:
Request in March for upcoming year
Spaces allocated to make best use of the spaces available
NUSSO
Through MyNEU
CSI Scheduling
MAJOR EVENT SPACES:
Blackman Auditorium
Afterhours
Fenway Center
Curry Ballroom
McLeod Suites
*Information and associated fees can be found in the Venue Information Packets here.

21. Marketing & Communication
Posters
Must Include:
Event location
Date & Time
Sponsoring organization
Contact information
Must include English translation if other languages are used
Please see the Student Organization Resource Guide for more info on posting locations
Campus Calendar
Plasma Boards
Chalking
CSI provided chalk
Branding
Approved by Marketing and Communications via Program Manager
Campus Crossroad Tables
All contracts associated with the event my be fully executed before marketing can begin.
DID YOU KNOW?

22. Ticketing Ticketing Request Form Fees SAF Funded Events $3 per ticket
Bulk Printing: $0.15 per ticket
Box Office Staffing Fee - $38 per staff member
SAF Funded Events
Prices and types set by Finance Board
Comp tickets – 1.5% of total tickets available

23. Additional Info and Resources
Student Organization Resource Guide
CSI policies for event planning
CSI & campus resources for student groups
Information on reserving space
Fundraising information, and more!
Advisor Resource Guide
Tips & tricks for advisors
Further detail regarding your role as an advisor
Financial information, and so much more!
Find these guides, forms and files, and more on the CSI website!

24. THANK YOU! Kylie Bowen K.Bowen@northeastern.edu nucsi@northeastern.edu