2. ‣Find vendors with best prices ‣Fill out Purchase Requisition http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940641 ‣Submit Requisition to Old Main 206 ‣Contact Person: Rob Waksdahl, Old Main 206

3. ‣If Bringing Entertainer or Speaker, fill out Contract Paperwork o For Assistance, contact Allison Gerland, YU 155 o Allison Gerland must sign-you cannot sign any agreements, contracts, memos of understanding http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940915 ‣For Honorariums, use Payment to Individual http://www.uwsa.edu/fadmin/payforms.htm

4.  Food: SUFAC funding may be used for meals or refreshments if org has obtained approval as part of SUFAC budget prior to event.*fundraised money is exception. ◦ Use pre-approved vendors. In YU, less than $100. http://www.uwsuper.edu/business/policies/food-refreshments.cfm http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940898  For Aviands: Fill out Catering Request form http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940906 http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940906  Purchase requisition/field order must be done for the food items through approved vendors  Printing: Superior Print, Screen Graphics (local companies)  Office Supplies: Staples/Corporate Express  For any other Items, Consult Rob Waksdahl in Old Main 206

5.  Plan Ahead: Set up an Appointment http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940660 http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940660  Driver’s Authorization http://www.uwsuper.edu/parking/forms/loader.cfm?csModule=security/getfile&PageID=1232927 http://www.uwsuper.edu/parking/forms/loader.cfm?csModule=security/getfile&PageID=1232927  Travel Advance http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940658 http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940658  Travel Expense Report: filled out after trip http://www.uwsuper.edu/business/forms/index.cfm http://www.uwsuper.edu/business/forms/index.cfm  Contact person: Suzie Bednar-Munsell, Old Main 206  Remember to: collect emergency information, fill out trip responsibility, release and authorization form, and if needed, recognition of agency statement (if advisor not traveling with group)

6.  Set up Cost Center Account http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=939843 http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=939843  Fundraisers http://www.uwsuper.edu/budget/forms/index.cfm ◦ Bake Sale – use non-food items or pre-packaged/bakery items; not “hot” food or from deli ◦ Raffles Review Cash Handling Policy http://www.uwsuper.edu/business/policies/cashhandling.cfm  Department Deposit Form: Don’t forget to deposit money after the event http://www.uwsuper.edu/business/forms/index.cfm http://www.uwsuper.edu/business/forms/index.cfm  Contact Person: Jeff Kahler, Old Main 206

7.  Ticket Sales: ◦ Review Cash Handling Policy http://www.uwsuper.edu/business/policies/cashhandling.cfm ◦ Obtain Cash Box and Receipt Book from Cashier’s Office ◦ Starting Cash: Contact Suzie Bednar-Munsell http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940645 http://www.uwsuper.edu/business/forms/loader.cfm?csModule=security/getfile&PageID=940645  Movie Rental: Contact Allison Gerland, YU 155 ◦ Order from Swank with “discount” or get written permission from producer for public showing  More Financial Policy forms can be found at: http://www.uwsuper.edu/business/forms/index.cfm http://www.uwsuper.edu/business/forms/index.cfm

8.  Don’t Wait Until Last Minute.  Give Adequate time for Business Office to process your request.  Remember: The Sooner the Better!