1. A guide to understanding Treasury Board

2. What is Treasury Board?
Treasury Board is one of the branches of CUA Student Government Association (SGA).
Treasury Board is made up of:
Head Treasurer, this year is Maddy Quidzinski
8 voting board members
Secretary
Treasury Board and OCA’s relationship
Megan Reilly, OCA Assistant Director and Advisor to Treasury Board

3. What does Treasury Board do?
Allocate Student Activity Fee
Money from the undergraduate student activity fee is provided by students paying their individual student activity at the beginning the year.
Voting
As a whole, Treasury Board votes to either allocate in full, partially fund, table the request, or not at all for each event.

4. How does Treasury Board work?
The full board meets on a weekly basis, this year on Mondays at 8pm in Pryz 331.
Typical Meeting:
A club or organization presents to the board.
Make sure to have hard copies (10) of your budget request, including quotes from vendors if possible.
Have presentation accessible (Google Drive, attachment, or thumbdrive are all acceptable)
The Board has a detailed discussion
The Board votes on the allocation
The club or organization is made aware of the board’s decision via within 24 hours.

5. See SORC.cua.edu for a detailed finance guide
How to Access TB Funds
Once your event/budget has been funded, you will see these funds go into your account on the Nest within 3 business days
To spend money from your account, submit a Purchase Request on the Nest with details of the order
What to include:
Vendor Name and Address
Total amount to spend
Invoices or Website links for online orders
Contracts for any performers/speakers to be paid
See SORC.cua.edu for a detailed finance guide

6. Treasury Board Liaisons
The eight (8) voting members of Treasury Board will serve as liaisons to various clubs and organizations.
Each liaison will introduce themselves to their clubs/orgs at the beginning of the year by either or in person, providing them with information.
Although liaisons are no longer required to have office hours, they are more than willing to meet by appointment with their clubs or organizations to help them with presentations or forming requests.

7. Funding Requests Funding Requests:
A club or organization can submit an unlimited amount of funding requests to the NEST anytime throughout the year.
What can you request?
Money for food for a meeting
Funding for an event
Honoraria and travel costs for a speaker/performer
Travel funds for an trip, retreat, or conference
Operating supplies for a club/organization
What to include:
Itemized list of all projected expenses
List of all sources of revenue, including fundraised money
Purpose and description of activity
Contribution to the CUA community

8. Operating Budgets Operating Budgets
An operating budget for a club or organization can be submitted throughout the year, but preferably at the beginning of the semester.
What to include:
Itemized list of regular expenses that are not associated with a specific purpose (e.g. office supplies, advertising for regular meeting, etc)
Any additional explanations

9. Treasury Board Bylaws
Treasury Board follows a set of bylaws that we expect all clubs and organizations to follow. Also included in the bylaws are the eligibilities for clubs and organizations as well as what you can and can not request for.
Important Bylaw:
Article 5, Section 1. An organization must fill out a funding request form on the NEST five (5) days prior to the next scheduled Treasury Board meeting.

10. How to put in a request Steps to submit a funding request:
Log into the Nest
Go to your organization's Finance tab
At the top right corner there will be a button that says “Create a Funding Request”
Follow the link and fill out the Funding request form carefully.

11. Computer View

12. Computer View
Please make sure to read this very carefully when filling out the finding request!

13. How to book a presentation slot
Steps to booking a presentation time:
Go to and select the “Treasury Appointment” tab.
Choose the “Allocation Presentation” option.
Select a day and time that is most convenient for your whole group.
Follow the rest of the steps and conform your appointment.

14. Computer View

15. Good vs Bad Good Presentations: Bad Presentations: Unorganized
Detailed
Budgets
Preparedness
Presentations and handouts
Knowledgeable
Bylaws
Answering questions
Articulate
Well spoken, comprehensible
Clear and Concise
To the point, all together
Bad Presentations:
Unorganized
All over the place, presenters are not on the same page
Inconsistent
Math or information does not add up
Bad Time Management
Being late/running over
Inadequate
Overall just bad, not put together

16. Final Notes
Thank you for taking the time to read and go over this presentation! Treasury Board is excited to be working with many great organizations and clubs this year so we want to make the process as smooth as possible. If you have any more questions, please contact Treasurer Quidzinski at or Megan Reilly at for questions concerning OCA. We look forward to a great year!
Treasury Board :
Treasurer Quidzinski, Joe Cihak, Cai Li Pleshe, Dustin Vanella, Paul Bergholzer, Luke Cummings, Susan Reiter and Cullen Murphy.