orientation for co-manager and consultants
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Orientation for Co-Manager and Consultants. Center for Student Business prepared by: Donna Vanasse. SR Training. learn guidelines & policy for spending money (and holding events) You will be financially responsible for your business - PowerPoint PPT PresentationTRANSCRIPT
Orientation for Co-Manager and Consultants
Center for Student Businessprepared by: Donna Vanasse
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
SR Training
learn guidelines & policy for spending money (and holding events)
You will be financially responsible for your business
Co-Managers put trust & confidence in you to manage their funds
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Signature Responsibility is required:
EXPENSE
To submit co-managers’
hours for payroll
EXPENSE
To openPurchase ordersTo buy goods for
Resale.To use a PROCARD
EXPENSE
To invest inCapital equipment
Purchases forYour business
To schedule Campus Center meeting roomsOr the Dukes Room in the Student Union.
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
SR Training is for:
Student Business Co-Managers – Bookkeepers, Payroll Managers, Procard Holders, Consultants and to Schedule Meeting Rooms
All Co-Managers may attend For Student Businesses, SR Training is mostly financial
and presented by the CSB. For Registered Student Organizations,
Signature Responsibility workshops are given by CSD and emphasize event planning
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Who Are The Student Businesses?
FY09 Payroll $255,000
SGA Funds $26,000 for undergraduate
consultants
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Role of the CSB
· Educate
· Train
· Supervise
· Mentor
Director2 Grad AssistantsOffice Manager8 Undergraduate Consultants
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Provide Business Services and Advising for Event Planning to all:
RSOs – Registered Student Organization
Fraternities & Sororities Student Businesses
Cultural Centers & Success Programs
Center for Student Development 416 Student Union
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Student Affairs Trust Fund Fiscal Year 2009
$1.9 million allotted to RSO’s in a Budget Process managed by the SGA each spring
State & university policy define how money is managed
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Two types of Accounts
Fee Account - 51082 Annual Budget is requested, approved
by SGA, & allotted to an RSO. Funds may be allocated for office supplies & equipment, copies, paying performers or speakers.
Must be used to benefit all students: can not be used to pay for food for events or to buy gifts for members
Revenue Account - 51119 Money earned through fund-raising,
membership dues, revenue from events, donations, etc.All financial accounts are managed by CSD
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Accounts
Each Student Business has a Revenue account
Student Businesses are self-sustainingEnough revenues are generated
by each Student Business to cover student payroll and all expenses
Revenues > Expenses
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Who’s Who
DirectorCenter for Student
Business
2 Graduate Students Business Development
CoordinatorProgram Coordinator
Administrative CoordinatorCenter for Student
Business
TEAM
Associate Vice Chancellor for Student Affairs and Campus Life
Vice Chancellor for Student Affairs and Campus Life
8 Student Businesses employing 130 - 140
Undergraduate Students
8 Undergraduate Business Consultants
One Student to maintain CSB computer network
8 Undergraduate Bookkeepers and 8
Undergraduate Payroll Managers, Procard Holders
The goal of the Center for Student Business is to support the mission of the student-run businesses.
Their mission is threefold:
1. To provide co-curricular training and education in cooperative management,
life skills and specific business skills in a supportive and diverse setting.
2. To offer products and services to the UMASScommunity and paid employment
to undergraduate students.3. To serve the university community
CSB provides oversight and guidance to The Student Businesses.
Each business must generate sufficient Income to make the investments necessary
For the long-term survival of the business
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
SGA Constitution & By-Laws – A Student Business:
Is established and operated by undergraduate students
Shall provide goods/services to the entire University community
Shall provide educational and employment opportunities to the undergraduate student of the university
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
TITLE VII – A Student Business Will… Be open for
operations on a continuous basis during Fall and Spring academic sessions
Act in accordance with the Equal Opportunity policies of the University of Massachusetts
Supply a copy of the operations & policy manual to the SGA
Have access to the CSB computers, office equipment and professional advice
SGA Constitution & By-Laws
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
HANDBOOK
Each business has a handbook with policies and guidelines
Contains information on hiring, training, operations and management
Yearly Update due as part of the annual reactivation on Campus Pulse
Save a copy in your Business file in PubDir in the CSB computer Policies may only be changed by vote
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Financial Account Information
Financial Records are maintatined using the same fiscal year as the university
Fiscal Year – July 1st to June 30th
Each business uses Quickbooks software as a financial management tool Other ledgers (excel) required in the CSB are
payroll, inventory, register discrepancy file, sales tracking, vendor ledgers, & procard files
Tix – Vending & Event Logs CD&C – Billing Files for customer jobs Bike Coop – Purchasing Log
Back-up documentation is filed in the CSB – Purchase orders, invoices, credits, deposit slips, credit card
receipts, etc.
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Financial Accounts are identified by three series of numbers
Purchase Orders, Internal Recharges, Payroll, Deposit Slips, Telcom Requests, outgoing mail,
Work orders, etc.
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Account CodesIdentifies Categories of Revenues &
Expenses
The state maintains a very long list of account codes to identify categories of all revenues and expenses
Refer to the list of account codes when opening PO’s, IR’s, or making Deposits
University Account Statements (UAS) –show all monthly income and expenses arranged by account code
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Revenue Codes for Deposits
People’s Market
Bike Coop
CD&C
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Expense Codes for Purchases
I am paying for an ad in the Collegian.
735100Opening a purchase order to pay for fresh fruit & vegetables
739301I want to order paper goods from Mansfield Paper
739400
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Purchase Orders - PO
Purchase orders are how the university does business
a “PO” is a credit agreement between your business and a vendor
When the university issues a Purchase Order, it is making a guarantee to the vendor of your ability to pay the bill
Submit a PO Request Form to CSD
Every purchase made by a student group, university department, or state agency must
have a paper trail.
(Our records will be audited)
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Purchase Orders
Your Bookkeeper will maintain a vendor ledger to track the amount of money available in each purchase order
Purchasers & Consultants will need to know how much $ has been spent and how much $ is still available in your budget
Bookkeepers track each invoice applied to a PO
Purchase Orders are valid for one fiscal year
Ideally, the PO has enough $ to cover a semester – Increases may be necessary
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Open a PO Before Purchasing
• University Policy requires that you have a Purchase Order prior to placing an order.
Example: Sweets ‘N More needs to have their stove serviced.
• They call the Vendor to get an estimated cost.• The Bookkeeper opens a Purchase Order with that
vendor.• Sweets makes an appointment for the service.• They receive an invoice from the service tech.• The invoice is given to the bookkeeper to be applied
to the PO• Payment is made by the university
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Paying Invoices The purchase order encumbers funds
from your account Your bookkeeper submits the invoice for
processing It is logged & processed by CSD and
Accounts Payable Treasurer’s Office mails a check to the
vendor The PO is disencumbered Invoice payments show up on the
monthly University Account Statement
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Purchase Order
Written communication
Between Co-Managers
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
CSD Account Specialists
Kamran
January
Ophelia
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Vendor Statements
Bookkeepers & Consultants review statements that come in the mail
They must follow up with the vendor if an invoice is on the statement but you have not received it.
Some vendors will freeze your purchasing if invoice payments take too long
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Budget
Consultants prepare a budget for the year based on previous financial information
Steering Committees, Purchasers, Maintenance Committees, Bookkeepers, Payroll Managers, etc. need a copy of the budget to plan spending
All Capital purchases must be included in the budget
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Cash Flow Loan
Many Student Businesses have very small contingency funds
Purchasing Guidelines require that we encumber funds prior to making Purchases
And…Revenues from YCMP and UCARD are received one month after they are earned
So…Cash Flow loans are calculated and put into the accounts before opening each semester
Loans are paid back each semester or at the end of the fiscal year
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Tax Exempt
As part of a state agency, your business is tax exempt for purchasing
Any purchase your business makes using a Purchase Order or a Procard will be tax exempt
But Speaking of tax…People’s Market, CD&C, Earthfoods Café and Bike Coop do
collect 6.25% sales taxFrom customers on non-food sales and are required
To submit quarterly sales tax to the Massachusetts Department of Revenue
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Using Contracted Vendors can save $$$
For certain purchases, we are required to use vendors who have entered into CONTRACTS with the university/state
Some of the vendors with CONTRACTS are: WB Mason – Office Supplies IKON Office Solutions & OCE – Copy Machines See UMASS contracts for – T-Shirt Printing,
commercial foodservice equipment, Food Vendor
http://www.umass.edu/procurement/commcont.html
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Capital Equipment
Please discuss in detail any plans for making large purchases with the CSB
All CAPITAL EQUIPMENT purchases will require a budget and presenting a proposal to the CSB
Research use of Contracted Vendors We will help you coordinate special
services from the university like: plumbing, electrical, carpentry, etc.
The Purchase Order should be requested before November 1st or April 1st to allow for delivery and set-up while students are on campus
Requires a Receiving Report
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Sole Source – Exceptions to Purchasing Policy – Use of Contracted Vendors
When a student business spends more than $5,000 per year with a vendor, a SOLE SOURCE form is required to be on file in CSD – Bookkeeper’s Task
Sole Source forms require you to verify that you have done research regarding the prices you will pay - Purchaser’s Task
On the form, your purchaser or bookkeeper will verify why you are using a particular vendor (especially if the product is covered by a University Contract)
Socially Conscious VendorFair Trade Coffee & Tea
Support local vendorsSpecialty Items &Organic products
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Procard
A procard can be issued to one co-manager from each business (It cannot be used by anyone else.)
New cardholders are required to attend a 2 hour UNIVERSITY PROCARD TRAINING and 15 minute CSB training
use contracted vendors, etc. WB Mason – Office Supplies (~50% discount) Each Student Business has a policy for using
the procard effectively See Donna for Record Keeping policy for
procard holders – about 1 hour/month
• Plan ahead when the Procard holder will be leaving the business…
• Designate one person to go to training and apply for a new procard
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Cash Deposits
University policy for cash-handling requires daily deposits and accurate record keeping
Teller’s Hours 9am – 3:30pm (closed 12:30 -1:30pm)
All Cash-Out Committee members must attend the Cash Out Training Standardized procedures for registers How to process YCMP or UCard swipes How to fill out deposit slips
Use your CASH BAGS for making daily deposits.
Student Union businesses can make deposits after 3:30 by calling Facilities Services or Security.
Snack Bars: Call for an escort from Public Safety for after hours deposits
545-2121
• See Rosemary• Cashout Committee Members
have to be trained!!!• We have to fit the state model for
revenues• Deposit Forms, Data entry in CSB• How to reprogram the register when
prices are changed• How to swipe YCMP at the register
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Making Deposits
Deposits are made at the Cashier’s Window on the lower level of the Campus Center.
List checks individually on the deposit form – see next slides for details(although most businesses do not accept personal checks)
Daily deposits are reconciled by your consultant with monthly account statements
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Depositing Checks
Write in: Your speed type/account code
Double check the date, signature, amount
Complete the department notes portion of the deposit form: payer name on check and amount
Jane Doe $500.00
Do not write on or stamp the back of a
check
Enter the amount being deposited into each account code, checks are considered cash
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Note: Register Discrepancy Over/Short Report
If the daily cash deposit has a deviation of $20.00 or more, you are required to fill out a written statement giving information about why you think the deposit was not correct.
Forms are in CSB or on our Website Give completed forms to Program
Coordinator 24 - 48 hours of the discrepancy
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Cash Bank
The cash bank is a loan that you take out at the beginning of the semester so you will have cash for your registers.
You must pay back this LOAN as soon as you have earned enough cash.
Please document this in your cash-out files in the CSB.
Student taking out the loan must have valid SR
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Other Sources of Revenue RSO – Internal Recharge (IR)
Any account managed by CSD• RSO must submit an IR for processing• Consultant or Biller will review daily IR
reports
Campus Department Recharge Authorization for
Departmental Billing• Blue forms – obtain signature to authorize
billing
Emphasis: Obtain Signatures
Prior to providingservice
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Quickbooks
All revenues & expenses are entered into one GENERAL LEDGER in Quickbooks
Co-Managers are required to enter data once a week
Look for this icon on the start menu:
QuickBooks Pro Edition 2004.lnk
Follow Instructions for opening Quickbooks at each workstation
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Open the Chart of Accounts
Click on “General Ledger”Click on “General Ledger”Revenues
Expenses
Sorted by Account Codes
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Quickbooks
Refer to the Financial Manual in the CSB for details about using Quickbooks
Every Revenue & Expense is entered by Co-Managers
Weekly Invoices, cashout, procard purchases,
catering jobs, IR’s received or written, vending revenue – other?
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Monthly Financial Statements Your Consultant
reconciles Quickbooks with monthly
University Account Statements
Enters overhead expenses
Meets with bookkeeper & cashout (other Co-Managers) to clarify discrepancies
Presents Financial Reports at All Staff
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Other Expenses
Full Costing 7.5% of all Expenses (FY10)
CSB Tax – 1% of revenue each semester
BOB Dues - $75.00 per semester Monthly cost of phones, internet
connections, UCard Reader rental 6.25% State Sales Tax on non food sales:
Peoples Market, CD&C, Bike Coop Shipping or delivery charges (Bike Coop) Processing Fees for UCard, Credit Card
(CD&C)
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Do not spend CASH
Use a purchase order or Procard for all business purchases
Reimbursement for purchases without prior approval are not allowed under University Policies
If you have an emergency purchase to make, see Donna
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Can We Open a Bank Account?
University policy states that you may not open an outside bank account
All cash (except for the cash bank for your registers) should be deposited to your University account on a daily basis.
Tips are deposited on a weekly basis *roll change – buy coin wrappers
At the end of each semester, you will deposit your cash bank and return your cash bag to CSD
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Due Dates for Information Co-managers will come in to the CSB
every week for data entry There is a monthly fine when data is
not entered on a timely basis Financial data comes from many
sources- inventory, invoices, payroll, procard, cash-out , billing & vending files
Each Co-Manager needs to be responsible and be held accountable
Due Date:7th of each month
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
DUE DATE – Inventory Data Entry
Inventory is taken at the beginning and end of each semester as well as the last day of each month of business. The data must be entered in the CSB computer files by your co-manager by the 7th of each month.
Due Date:7th of each month
Consultants calculate the costof beginning & ending inventory
each month
COGS is important when creating a financial statement
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Due Date - Cash Out – Register Discrepancy Report
Cash out means the daily revenue figures for you business. Your Cash-
out co-manager is responsible to come to the CSB office every week
and enter this data into Quickbooks, the Register
Discrepancy/ Sales Tracking file on the Public Directory.
Daily revenues are broken down into the following categories: Cash, Ucard, YCMP, and Credit Card.
Due Date:7th of each month
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
CD&C Billing
CD&C must complete billing files on a monthly basis to collect money from departments on campus who can not use an IR
Written authorization for billing must be on file each year with CD&C (blue forms)
Monthly Updates to RSO Billing Files RSO Billing and Departmental Billing files
must be completed monthlyDue Date:
7th of each month
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Tickets Unlimited
Tix is State Mandated to collect and handle money for all RSO events in the Student Union and Campus Center Complex
All RSO events that require ticket sales will file a contract with Tix at least 2 weeks before the event
Tix manages the sale of tickets in advance and at the door for the event.
Tix makes the deposit into the sponsoring RSO’s account.
Monthly reporting to the CSB is required.
Due Date:7th of each month
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Tickets Unlimited – Vending Tix manages the vending tables on the
Campus Center Concourse RSO’s may reserve a table at no
cost for information & fundraising (BOB)
Tables may be reserved by calling Tix 545-0412 or 545-0198
See their website for policies/procedures
Vendors pay a fee Monthly Vendor Reports must be
submitted to the CSB
Due Date:7th of each month
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Fines
Each business will be fined if data is not entered into the CSB computers by the following deadlines:
CASH-OUT - Register Discrepancy, Quickbooks, Sales Tracking
Inventory – By Business, By Vendor CD&C - RSO & Departmental
Billing – 7th of the Month Tix – Monthly Event Log & Vending
Log
$50.00 FINE
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Cooperative Management
It takes effort from many Co-Managers to enter financial data into the CSB network
Ask for help from another co-manager if you find that you are going to miss a week of data entry
Missing a deadline? Talk to Rosemary
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Fine for Late Reporting of Financial Data
If we actually do have to collect the fine (and we have in the past), this will go into the BOB account to be used toward the Annual Student Business Dinner
All STUDENT EVENTS are Registered with CSDSee Rosemary to complete paperwork for BOB or Stu Biz events
– date auction, Annual Student Business Dinner, etc.Use an Event Checklist
Plan Ahead, Prepare a Budget Room Rental for Fundraisers, Other Costs
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Who’s BOB?
The Board of Student Business
• created to unify the Student Businesses• meets weekly on Wednesdays
• Two members from each business, CSB consultants
The mission of BOB is to serve as a support network between the Student Businesses, and to serve as a
Liaison between the CSB, the SGA and the university administration
Campus OutreachDiscuss inter-business concerns
Provide an open forum for discussionFundraising
Organize annual dinner*Maintain Student Union Display Window
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Student Payroll
Due in SAITS TIME every Friday at Noon
Payroll Manager approves payroll by 3pm
Maximum 8 hours/day, 20 hours/week all jobs combined
Consider Direct DepositIdeally the Payroll Manager will be part of the Hiring Committee.
Reminder: New Co-Managers are required to come to the CSB to show Acceptable forms of ID within 72 hours. Until this is done they are not
authorized to work and cannot be paid.
Consider hiring students with Work Study
Your business pays 30% Work study pays 70%
Potential reduction in payroll expense: $1260 per student with An award of $1800
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
ServSafe – Food Businesses 1 Co-Manager at
food business must be certified
2 at Earthfoods All students working
in a food business must read and sign the Food Employee Reporting Agreement
Standards for safe food handling -
Receiving
Prepping
Cooking
Serving
Storing
Reheating
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Catering
Attend the Catering Workshop Before the Event
• Use a Catering Contract• Complete Food Waiver
After the Event• Issue Invoice
• Enter Revenue in Quickbooks• Receive an IR or Recharge Authorization
Get Paid – Who’s responsibility?
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Communications Manager
Communication/Information To and from co-managers, CSB,
university, community, vendors Retrieve & forward email messages Respond to Voice Mail on your
business phone Check the mailbox in the CSB Report out at All Staff – Add the
Communications Manager to your agenda
Campus Pulse
http://umassamherst.collegiatelink.net
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Resource Center314 Student Union Pick up paychecks every other Friday
after NOON Bring you ID – if not picked up checks
are mailed home Request Long Distance Phone Codes Pick up Packages for your Business Request on-campus Labels or Lists Reset Passwords for your Student
Business email or Website Please notify the CSB
When you change to your passwords – We will maintain a list as a courtesy to you
To send mail from your business:108123
Campus Mail
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Long Distance Telephone Code Campus phones are set up for local dialing only Any Co-Manager who needs to make long
distance calls (for Student Business purposes only) may request a Telcom Code
Your business will be billed for all calls made using your code (you must reimburse your business if you make a personal call by mistake)
How? Forms are available in the Resource Room Student Telcom codes are canceled every
summerEach Business may need a long distance code for
Sending Faxes – apply ASAPReceive Faxes in the CSB – (413) 577-3353
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Telephones
Phones are University Equipment – E911
All phone service requests are made through the Resource Room – TUG REP –
Phone Equipment Repair or replacement
To Change Password for voicemail Fees are recharged to your account
Request new keys for offices in Student Union – ($25.00 - $35.00 per key)
Keys are issued to an individual – using SS#, Students need to turn in key when they leave the university –
Complete a Key Request in CSD to transfer keys to new Co-Managers (Tix)
If you request to have your locks re-cored, make sure the new lock is on the same Master Key ($75.00 plus the cost of new keys)
Notify the CSB to order a new key for your office Center for Student Business, UMass
Amherst, D. Vanasse Sept 2009
Key Requests – Resource Room
If you are locked out • CSB has a key to each business
In the Student Union• (Resource Room has a Master Key)
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Key Storage
Businesses in the Student Union use a lock to store the key to their business –
Share the combination with your Co-Managers
Notify the CSB of the new combination if you replace your lock - Courtesy
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Worker’s Compensation
Student Employees are covered by Worker’s Comp
If a Co-Manager is injured while working: Come to the CSB and file an Incident
Report Before seeking medical treatment (or
within 24 hours following emergency medical treatment) the employee or his/her medical provider must call the state insurer’s Utilization Review agent for approval of treatment: 1-800-266-7991
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
CSB Website
www.umass.edu/rso/csb
Useful information & forms
Frequently Asked Questions
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Honest Business Practices Student Businesses are
committed to open, honest and fair business practices
Among Co-Managers, With Customers, Suppliers, & University Community
When reporting Payroll Hours UCard, YCMP, Credit Card
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Winter or Summer Activity Businesses planning to be open during non-
academic sessions are required to apply for approval
Your steering committee must decide on specific goals and create a budget
Set up a meeting between your steering committee, your consultant and the Director to discuss your plans
This is a separate pay period which requires new Payroll forms
At least one student in each business working during the non-academic session must have Signature Responsibility
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Scheduling Rooms for Meetings
Only a person with Signature Responsibility can schedule a meeting room in the Campus Center for 10 or more people
Call the scheduling office at 577-1234 or go to their website at: http://www.aux.umass.edu/events/ Click on Request a Meeting Room On-Line Room rental fees are waived for RSO meetings
*Steering meetings need to be held in the Student Union or Campus Center to allow the director to attend
Notify Scheduling if you are not going to use a
room you had reserved.You may not allow other
On campus or off campusGroups to use your space
or meetingroom
Sign up for CSB Conference Roomfor small committee meetings
• Seats 8 - 10
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Workshops
Workshops are offered throughout each semester. Ask Rosemary for a workshop for your business.
If you cannot attend due to a scheduling conflict, we will gladly present any workshop if you gather a group of 4 or 5 students.
Committees will benefit from TRAINING
See Donna for additional trainingBookkeeper
Procard HolderPayroll Manager
Orientation for new Co-Managers
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Student Union is Managed by Facilities Services Hang posters on bulletin boards
(may not tape them to walls/windows, etc.)
Space allocation is handled by Campus Center Scheduling
Must request permission from Facilities Services to paint or affix anything to the walls or if you want to paint
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
CSB Expectations
Complete OPENING/CLOSING PACKET each semester
Update the contact list of co-managers with email addresses
READ YOUR HANDBOOK
Attendance at:your weekly All Staff
meetings Attend CSB
trainings,Your business’ EVALsAnnual Student
Business Dinner
Center for Student Business, UMass Amherst, D. Vanasse Sept 2009
Overview
How long is Signature Responsibility valid? One Year from the date of training
http://umassamherst.collegiatelink.net
Signature Responsibility Manual and other helpful stuff on CSD website
Renewal Options:Attend SR Training or
Review this presentation on a CSB Computer to update your Training Date