Policies & Procedures
Policies Governing Student Organizations
- Campus Activities and Programs
- Travel Policy (pdf, 124 kb)
- Travel Registration Form
- Student Travel Liability and Medical Release Form
- International Travel Policy and Forms
Financial Policies & Procedures
The Student Activities Office works in unison the Student Government Association (SGA) in order to provide financial guidance to student clubs and organizations. To that end, the following are the Financial Policies and Procedures for WPI Student Clubs and Organizations.
How to Process Financial Paperwork
If you know which forms you need in order to process your organization’s financial paperwork you can download them from the Information for Student Organizations page of the Accounting Web site.
Once the treasurer has reached the Accounting Web site, they should:
- Complete the correct form
- Print it
- Obtain the appropriate signatures
- Submit all corresponding paperwork (See below to find out what forms should accompany each request) to the Student Activities Office (SAO).
If you’re a new treasurer or you have any questions, please come by the Student Activities Office for assistance.
In addition, please review the Treasurer’s Workshop on Financial Forms to learn how to process the financial paperwork for student clubs and organizations.
The following is a list of all the areas covered in the above Treasurer’s Workshop. You can also read below to find out how to process each request.
In order to pay an invoice for services provided or items purchased, a Check Request must be completed. If you are paying an individual for services provided by individuals who are not employees or students at WPI, the Check Request must include the individual's Social Security or Tax ID Number and a complete mailing address. This form is available on the Information for Student Organizations page of the Accounting Web site. The original invoice must be attached with a paperclip to the completed paperwork and submitted to SAO.
Expense Reimbursement Forms
The Expense Reimbursement Form is used to reimburse individuals for authorized out of pocket expenses associated with an organizations activities. These forms are available on the Information for Student Organizations page of the Accounting Web site. Attach the original receipts with a paperclip to the Expense Reimbursement Form and submit to SAO.
The Inter-Departmental Transfer Form (IDT) is used internally at WPI to transfer money between on-campus accounts for services rendered or supplies purchased from other departments or organizations. This form is available on the Information for Student Organizations page of the Accounting Web site. The form should be completed by the organization being owed the funds.
Complete all appropriate sections of the IDT, and forward the IDT to the organization/department being billed. If your organization is being billed, make sure that the bill is accurate, complete your account number, sign the IDT and submit the completed form to SAO.
What does one do with the Completed Paperwork?
Once you have completed a Check Request or Expense Reimbursement Form, you need to obtain the appropriate signatures, including an officer's signature. All completed financial paperwork may be submitted to the Student Activities Office. All SAO financial paperwork is processed every Friday.
How long does it take to process paperwork?
Checks are run twice weekly and are mailed out on Wednesday and Friday afternoons. Unless specifically requested by you or the vendor, checks are issued 30 days from the invoice date. If unusual circumstances arise and a check is needed immediately, special processing must be requested through the SAO staff.
Additional Financial Issues
A Purchase Order (P.O.) is used to obtaining services or goods prior to paying for them. The P.O. constitutes a contract between the student organization and the vendor; it does not pay for the goods/services, it only guarantees that the student organization will pay when given an invoice. Your organizations treasurer should process the invoice for payment using a check request.
Student organizations may obtain a P.O. in the Student Activities Office. Completed forms are then given to a member of the SAO staff. The SAO staff will check the organization's account for adequate funds, and then sign-off on the form for your use. SAO will retain a copy of the P.O. for record purposes.
Organization Budget Account Numbers
Each recognized student organization may have a WPI account for their use. These accounts may be used to pay internal charges, such as Plant Services bills, Chartwells or Lens and Lights charges. Your WPI account may also be used to pay any bills from external vendors. A typical student account looks like this:
FUND - 83500
Organization - 72810
For the Account Number, always use 7649 for any expenditures. If you are depositing funds from dues, fundraising, or gifts use Account Code 5910. Whenever an account is designated on a Check Request, Expense Reimbursement Form, Purchase Order or other financial documents, the treasurer must sign the document. The signature of the responsible person authorizes the Business Office to charge the account. Paperwork lacking the required signature will be returned to your organization's box in SAO.
Organization Budget Reports
The organization treasurer may request a printout of their budget from the Student Activities Office. This report outlines an organization's expenditures and deposits. Organization treasurers should use the report to check the accuracy of their personal records. Discrepancies should be addressed with the Student Activities Office and/or the Accounting Office.
File Copies of Your Organization's Bills
A copy of all student organizations' financial paperwork is kept on file in SAO. This allows the SAO staff to be aware of the status of all charges accrued to any organizations account. SAO encourages organizations to maintain their own files, as well, for future reference.