New Officer’s Orientation
Lisa PrandyDirector of Membership
Main Contact: Tim Manicom
Membership Manager202-331-3519
Getting Started…• Complete and return the Annual Report by
July 15, 2014.– List of Group Officers & Positions they hold– Confirm all officers are ASEE members– Accurate information provides access to
listserv• Announcements• Soliciting Reviewers, etc.
• Include information on section meetings, etc. so that it can be updated on the web site.
Services ASEE provides to Sections/Divisions
• Membership Rosters
– Outreach activities, announcements, etc.
– Status of Membership, active, lapsed, etc
• Website Hosting
– ASEE can host the site under asee.org domain.
– All site maintenance must be conducted by the group.
Services ASEE provides to Sections/Divisions
• Mailing Labels
– Outreach Activities
• Listserv Access
– All Chairs and Program Chairs are granted listserv access
– Chairs may also grant access to other officers by sending
the request to membership. ([email protected])
– Listserv information can be found at www.asee.org/public
(lower right hand side)
Listserv Access
What’s next . . .
• Review group’s bylaws
– Archived on the Section and Zone area of
ASEE web site.
• Contact predecessor
• Review Section/Zone or Division
Operating Manual
Awardshttp://www.asee.org/member-resources/awards
• Encourage the nomination of your constituents
• List of available awards online• Awards policies and procedures manual• Links to past winners• Online nomination forms• ASEE contact Ms. Diwa Amerkhal
Your Resources
• Operating Account
• BASS Account
• Local Account
Financial Policy:Frequently Asked Questions & Answers
• Who is the main contact at the Headquarters regarding BASS and Operating Accounts?
Andrew [email protected]
(202) 331-3540
Making Deposits
• Send checks to my attention
American Society for Engineering EducationAttn: Andrew Miller1818 N St. NW Suite 600Washington, DC 20036
Making Payments (Rules to Remember)
• Must Support ASEE Mission & Vision
• No Personnel Expenses
• Operating Account cannot be used for travel to ASEE Annual Conference
Making Payments(required documents)
• Disbursement Request Form
• Supporting Documentation
• IRS form W-9 for Awards
Financial Policy:Frequently Asked Questions & Answers
• Does the balance in the BASS & Operating Accounts get carried over the next fiscal year?– YES, for the BASS Accounts– NO, for the Operating Accounts
• What is the normal turn-around time for a disbursement?– Within 10 - 15 days of receipt at the Headquarters
• Can we go negative on our BASS & Operating Accounts? – NO for both – can’t be overdrawn
Financial Policy:Frequently Asked Questions & Answers
• Who are the signers for the disbursement requests?– Signers on the “Signature Form”
• Treasurer is primary signer• Chair is secondary signer
• What if I need a report in the middle of a quarter?– You can request an up-to-date report to be
faxed or e-mailed to you
Thank you!