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Dean’s Funding
Workshop
Spring 2017 Edition
for Fulton Student Organizations
agenda
Optional funding
sources
Dean’s Funding
Eligibility
Proposals
Requirements
who are we?
Engineering Dean’s Office
Fulton Student Engagement
Academic and Student Affairs
know how to manage
Dean’s Funding
identify different
funding sources
learn how to apply for
Dean’s Funding
today’s goals
Be prepared to write
a proposal and final
report
Consider this…
Org’s financial status?
You need to know where you came from in order to know
where you’re going…
Where’d you get your money?
USG?
SFAB?
Dean’s Funding?
Corporate donations?
Individual donations?
Got money in the bank?
Can you access it?
Change of officer form
Does the advisor get statements?
Fantastic fundraisers?
Total failures?
Any advice for fellow orgs?
Questions for the crowd?
Dean’s Funding
miscellaneous
Poly-SFAB:
Student Fee
Allocation Board Pitchfunder Campaigns
funding types
Tempe-USG:
Undergraduate
Student Government
Donations
Campus Funding options
 Tempe-USG: 4 appropriation cycles/year with different funding options
 Poly-SFAB: can vary, check the site
 Pitchfunder campaigns: designed to empower the ASU community to
raise the funds they need for the projects, events, and organizations
they’re passionate about.
 Org initiatives: dues, national organization support, book sales, FSO
eat nights, garage sales, car washes, etc.
Donations
Where does it go?
What does it require?
Ways to Receive Donations
Online: Some organizations have their own
ASU Foundation account and online giving
page.
Online: Orgs who do not have or need an ASU
Foundation account can receive donations via
Make a Gift.
Via Check: Mail it to ASU with a donation letter
FSO receiving donations
Donation Letter ExampleDonations can be from
an individual or
corporation
All donations require a
donation letter or email
stating name, company,
amount and what the
funds can be used for
 Donations are charged a
5% fee from ASU
Foundation (not the 8.5%
ASC)
Dear ASU,
I am donating one million dollars to
Fulton Student Engagement to use
for programs that serve Fulton
Student Organizations.
Sincerely,
George Jetson
Digital Index Operator
Spacely’s Space Sprockets
George.jetson@sprockets.com
Giving Page: How to submit a donation
1. Submit the donation through the ASU
Foundation: Make a Gift.
2. AND Submit a donation email or letter to Cortney
Loui with the company, contact information
(address, phone, email), donation amount and
what the funds can be used for. Submit to
Cortney.loui@asu.edu or in ECF 130-Tempe.
3. The ASU Foundation will follow up with the
donor for the tax deductible information.
Donation as a check?
If the donor wants to submit a donation as a
check, it must be addressed “ASU-Foundation”
If this is not included, the donation cannot be deposited.
The check and donation letter should be mailed to
ASU Foundation
Attention: Cash Receipting
P.O. Box 2260
Tempe, AZ 85280-2260
Funds will be transferred to the NA9 gift account.
The process can take approximately a month.
Dean’s funding: the
Fulton Dean’s Office
loves FSOs
amount: varies
each year
BUT is steadily
increasing
purpose: supporting
orgs, events, activities
and supplies for the
Fulton community
Encourage
interaction with
faculty / staff /
professional org
Bring prestige and
recognition to the
Ira. A. Fulton
Schools of
Engineering
Enhance the
engineering/technic
al education of
students
{
Interaction
Recognition
Academic
IRA - the
Dean’s
Funding
standard
Dean’s Funding Eligibility: the IRA Standard
travel to
compete/present
K-12 outreach supplies
faculty/industry
networking event
competition
supplies
company
tour
transportation
we fund this!
org T-shirts
travel to conference
just for fun
food for gen’l
body meetings
laptops, other
expensive
electronics
promotional items
we don’t fund this!
pop quiz the “is this
eligible?” game
If my future were determined just by my performance on a standardized
test, I wouldn't be here. I guarantee you that. - Michelle Obama
o-rings to build a
rocket to go to
competition?
yes! IRA all the way!
honorarium for an
industry speaker?
yes! interaction and
academic
candy for
passport to asu?
no. not
Fulton-focused
attending a
regional conference?
no. you gotta do more than sit
with Dean’s Funding
camera for pictures?
You CAN request a Fulton
photographer for your event!
no. it can grow legs and walk
away…
K-12 outreach kits?
yes! IRA domination!
2 Dean’s Funding
application periods:
fall and spring
to be eligible…
Spring 2017:
application due
online by noon
January 20
I love deadlines. I like the whooshing sound they make as they fly by.
Douglas Adams
funding is
competitive: $2K
max/org
Provide the basics:
e-board contact info
membership list
need to be 60% Fulton students
and primarily undergraduates
faculty advisor approval
Membership list
Fulton will provide a survey for your org to
send out to all members to complete
Officers will receive the respondent’s info
for their org
DF Proposals have:
org description
semester goals
overall budget request
fundraising plans
expense breakdown
description / impact / evaluation
Use the template provided. It’s designed for your success!
Overall budget request
Here’s your template. Now just fill it in!
Dean’s Funding Overall Budget Request
Expense Item # Expense Item Name Expense
1
2
3
4
Total Expenses
Overall budget request
example
You plug in the major category estimated expenses…
Dean’s Funding Overall Budget Request
Expense Item # Expense Item Name Expense
1 Dinner with the Professors $360
2 K-12 Outreach Activity $175
3 Industry Info Session & Mixer $1000
4
Total Expenses $1535
Budget expense #1
The itemized template…
Expense #1 (Expense Title)
Line Item # Line Item Name Expense
1
2
3
4
Total Expense
Budget expense #1
example
Update it with your needs, such as food, outreach supplies,
relevant décor, competition supplies, travel, etc.
Expense #1 Dinner with the Professors
Line Item # Line Item Name Expense
1 Chips, buns, burgers, brownies $300
2 Soda, water $60
3
4
Total Expense $360
Budget expense #2
example
Include the name of the project and the total for the expenses.
Expense #2 K-12 Outreach Activity
Line Item # Line Item Name Expense
1 Piezo Popper Kit $10
2
Magnets used for superconductor, paramagnetic graphite demo,
and water dipole $35
3 Paramagnetic graphite $30
4
Gallium to show corrosion in aluminum and can be used in
thermal demos $100
Total Expense $175
Budget expense #3
example
Think about all those little details that matter. Do you need to
rent the room? Pay the speaker? Plan for tax expenses?
Expense #3 Industry Info Session & Mixer
Line Item # Line Item Name Expense
1 University Club room rental $150
2 Appetizers $550
3 Speaker honorarium $300
4
Total Expense $1000
projects: do this!
describe how it meets IRA’s standard
be specific
describe what is already planned
list confirmed and tentative dates
Make it clear why your request matters and that you’re ready
to put your Dean’s Funding to work!
projects: don’t do this!
request $$ for projects that we don’t fund
request $$ for projects outside of the semester
(prepping for the event is acceptable, ex:
competition prep)
assume we know what you’re talking about
Make it clear why your request matters and that you’re ready
to put your Dean’s Funding to work!
Our organization plans to host a large faculty-student mixer on
October 10, 2016. Students will not only have the opportunity
to interact with faculty members, but will also be able to
enhance their engineering education. By conversing with
faculty, they will be exposed to various research areas the
professors work in and could learn of research positions in the
faculty’s lab. Additionally, they will have more experience in
approaching and talking to professionals, which is critical in the
student’s career.
Project/Activity Description: Dinner with the Professors
This outreach activity is meant to trigger the curiosity of
younger audiences and educate them through
meaningful and fun visual experiments. Magnets and
graphite are used to better explain superconductivity,
and Gallium is used to demonstrate corrosion. We plan
to present these activities to five local middle schools,
including (list schools)….
Project/Activity Description: K-12 Outreach Activity
In collaboration with our local chapter, we will be
hosting Mr. Smith, a lead engineer in Aircraft
Configuration Design for the Boeing Company. In
addition, local professionals will be in attendance. After
networking and dinner, Mr. Smith will give a
presentation on current challenges facing the airline
industry. There will be an opportunity to ask questions
about the presentation and the speaker’s experience in
industry.
Project/Activity Description: Industry Speaker
impact of funding
1. why does it matter?
2. how many people will it affect?
3. is there a lasting impact?
evaluation methods
how will you know if your event is successful?
what are your attendance goals?
list your planned # of K-12 visits and students
track and provide quantifiable data for final report
Think about how you will determine if your project was successful.
You’ll communicate that information in your final report!
Dean’s funding timeline:
1. President/Treasurer submits FSO proposal by
noon, 1/20
2. Committee reviews applications, contacts FSOs
with questions about applications as needed
3. Student Engagement contacts president with
funding decision
4. President submits agreement by the deadline
5. Funds transferred to your org account
6. FSO President and Treasurer complete President-
Treasurer training in order to utilize the funds
7. Student Engagement communicates deadlines
throughout semester
Dean’s Funding Checklist
Didn’t meet the requirements? Your group will be ineligible or
penalized for Dean’s Funding in the following semester.
Funded orgs work with Cortney Loui to manage funds
Send a representative to the monthly Fulton Student
Council meetings
Volunteer for 10 Dean’s Funding points
Submit funding requests by noon on 4/25. Unspent funds
will be removed from the account at the end of the
semester.
Submit your Dean’s Funding Final Report by noon on 5/8
need to change the
project funded?
talk to Cortney Loui
We want to make sure you’re meeting the IRA standard, and meeting
your FSO’s goals, too!
volunteer for
events here
eligible events are
sponsored by
Engineering Dean’s Office
Student Engagement
Fulton Student Council
it’s a weighted
points system
the organization
minimum = 10% of
active membership
Points based on:
• time spent volunteering
• # of members
• Nature of the event
Submit the online Dean’s
Funding Volunteering
Points Submission form
The events that do not require a volunteering form are listed on the
online form. Enjoy!
final report: flipped
version of the
proposal…
what happened?
Tell us what you did with your Dean’s Funding – the successes and
failures, the impact made, and how you met your goals.
final report…
assess how FSO met their goals
list DF events FSO volunteered for
budget breakdown- what was spent?
Give us the inside loop on what worked and what didn’t work.
What are you proud of? Is there room for improvement?
project/activity assessment
detailed expense report for each project
project(s) description(s) and lessons learned
describe the impact – who benefited?
#s, such as attendance, competition
results, survey results, fundraisers, etc.
Didn’t do any activity? Replaced it with a different activity?
Talk about both here.
What does your FSO need to do
maintain Dean’s Funding eligibility??
1. Spend the money by the deadline
2. Volunteer for 10 Dean’s Funding points
3. Represent at the Fulton Student Council
meetings
4. Submit the FSO final report by the
deadline
5. Work with USE for guidance
Review time!
USE’s
role
train you on policies &
procedures
assist with managing
Fulton accounts
offer officer development
events
student org advising
finances recruitment
event-planning retention
and more!
other opportunities
Fulton Undergraduate Research Initiative (FURI) conduct research with a
Fulton faculty mentor.
Grand Challenge Scholars Program endorsed by ASU and the National
Academy of Engineering. Includes:
– Research - Service learning
– Interdisciplinary coursework - Entrepreneurship
– Global experience/courses
Engineering Projects in Community Service (EPICS) social entrepreneurship
program where teams design, build, and deploy ideas to solve engineering-
based problems for charities, schools and other not-for-profits
Study Abroad connect with various study abroad opportunities
Startup Center get connected with signature entrepreneurship and innovation
courses, workshops, expert mentoring, new venture competitions, and other
curricular and extra-curricular events.
Get connected. Make a difference. Talk with us to learn more!
Kae Sawyer
Associate Director
Student Engagement
Kae.sawyer@asu.edu
Cortney Loui
Coordinator
Student Engagement
cortney.loui@asu.edu
480-965-3765
Terri Beck
Coordinator
Student Engagement
terri.beck@asu.edu
480-727-6761
You can connect with us in person in Tempe-ECF 130, via
email, fso@asu.edu, or even on the FSO Facebook page!

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Dean's Funding Workshop Spring 2017

  • 1. Dean’s Funding Workshop Spring 2017 Edition for Fulton Student Organizations
  • 3. who are we? Engineering Dean’s Office Fulton Student Engagement Academic and Student Affairs
  • 4. know how to manage Dean’s Funding identify different funding sources learn how to apply for Dean’s Funding today’s goals Be prepared to write a proposal and final report
  • 5. Consider this… Org’s financial status? You need to know where you came from in order to know where you’re going… Where’d you get your money? USG? SFAB? Dean’s Funding? Corporate donations? Individual donations? Got money in the bank? Can you access it? Change of officer form Does the advisor get statements? Fantastic fundraisers? Total failures? Any advice for fellow orgs? Questions for the crowd?
  • 6. Dean’s Funding miscellaneous Poly-SFAB: Student Fee Allocation Board Pitchfunder Campaigns funding types Tempe-USG: Undergraduate Student Government Donations
  • 7. Campus Funding options  Tempe-USG: 4 appropriation cycles/year with different funding options  Poly-SFAB: can vary, check the site  Pitchfunder campaigns: designed to empower the ASU community to raise the funds they need for the projects, events, and organizations they’re passionate about.  Org initiatives: dues, national organization support, book sales, FSO eat nights, garage sales, car washes, etc.
  • 8. Donations Where does it go? What does it require?
  • 9. Ways to Receive Donations Online: Some organizations have their own ASU Foundation account and online giving page. Online: Orgs who do not have or need an ASU Foundation account can receive donations via Make a Gift. Via Check: Mail it to ASU with a donation letter
  • 10. FSO receiving donations Donation Letter ExampleDonations can be from an individual or corporation All donations require a donation letter or email stating name, company, amount and what the funds can be used for  Donations are charged a 5% fee from ASU Foundation (not the 8.5% ASC) Dear ASU, I am donating one million dollars to Fulton Student Engagement to use for programs that serve Fulton Student Organizations. Sincerely, George Jetson Digital Index Operator Spacely’s Space Sprockets George.jetson@sprockets.com
  • 11. Giving Page: How to submit a donation 1. Submit the donation through the ASU Foundation: Make a Gift. 2. AND Submit a donation email or letter to Cortney Loui with the company, contact information (address, phone, email), donation amount and what the funds can be used for. Submit to Cortney.loui@asu.edu or in ECF 130-Tempe. 3. The ASU Foundation will follow up with the donor for the tax deductible information.
  • 12. Donation as a check? If the donor wants to submit a donation as a check, it must be addressed “ASU-Foundation” If this is not included, the donation cannot be deposited. The check and donation letter should be mailed to ASU Foundation Attention: Cash Receipting P.O. Box 2260 Tempe, AZ 85280-2260 Funds will be transferred to the NA9 gift account. The process can take approximately a month.
  • 13. Dean’s funding: the Fulton Dean’s Office loves FSOs
  • 14. amount: varies each year BUT is steadily increasing
  • 15. purpose: supporting orgs, events, activities and supplies for the Fulton community
  • 16. Encourage interaction with faculty / staff / professional org Bring prestige and recognition to the Ira. A. Fulton Schools of Engineering Enhance the engineering/technic al education of students { Interaction Recognition Academic IRA - the Dean’s Funding standard Dean’s Funding Eligibility: the IRA Standard
  • 17. travel to compete/present K-12 outreach supplies faculty/industry networking event competition supplies company tour transportation we fund this!
  • 18. org T-shirts travel to conference just for fun food for gen’l body meetings laptops, other expensive electronics promotional items we don’t fund this!
  • 19. pop quiz the “is this eligible?” game If my future were determined just by my performance on a standardized test, I wouldn't be here. I guarantee you that. - Michelle Obama
  • 20. o-rings to build a rocket to go to competition? yes! IRA all the way!
  • 21. honorarium for an industry speaker? yes! interaction and academic
  • 22. candy for passport to asu? no. not Fulton-focused
  • 23. attending a regional conference? no. you gotta do more than sit with Dean’s Funding
  • 24. camera for pictures? You CAN request a Fulton photographer for your event! no. it can grow legs and walk away…
  • 25. K-12 outreach kits? yes! IRA domination!
  • 26. 2 Dean’s Funding application periods: fall and spring
  • 28. Spring 2017: application due online by noon January 20 I love deadlines. I like the whooshing sound they make as they fly by. Douglas Adams
  • 30. Provide the basics: e-board contact info membership list need to be 60% Fulton students and primarily undergraduates faculty advisor approval
  • 31. Membership list Fulton will provide a survey for your org to send out to all members to complete Officers will receive the respondent’s info for their org
  • 32. DF Proposals have: org description semester goals overall budget request fundraising plans expense breakdown description / impact / evaluation Use the template provided. It’s designed for your success!
  • 33. Overall budget request Here’s your template. Now just fill it in! Dean’s Funding Overall Budget Request Expense Item # Expense Item Name Expense 1 2 3 4 Total Expenses
  • 34. Overall budget request example You plug in the major category estimated expenses… Dean’s Funding Overall Budget Request Expense Item # Expense Item Name Expense 1 Dinner with the Professors $360 2 K-12 Outreach Activity $175 3 Industry Info Session & Mixer $1000 4 Total Expenses $1535
  • 35. Budget expense #1 The itemized template… Expense #1 (Expense Title) Line Item # Line Item Name Expense 1 2 3 4 Total Expense
  • 36. Budget expense #1 example Update it with your needs, such as food, outreach supplies, relevant décor, competition supplies, travel, etc. Expense #1 Dinner with the Professors Line Item # Line Item Name Expense 1 Chips, buns, burgers, brownies $300 2 Soda, water $60 3 4 Total Expense $360
  • 37. Budget expense #2 example Include the name of the project and the total for the expenses. Expense #2 K-12 Outreach Activity Line Item # Line Item Name Expense 1 Piezo Popper Kit $10 2 Magnets used for superconductor, paramagnetic graphite demo, and water dipole $35 3 Paramagnetic graphite $30 4 Gallium to show corrosion in aluminum and can be used in thermal demos $100 Total Expense $175
  • 38. Budget expense #3 example Think about all those little details that matter. Do you need to rent the room? Pay the speaker? Plan for tax expenses? Expense #3 Industry Info Session & Mixer Line Item # Line Item Name Expense 1 University Club room rental $150 2 Appetizers $550 3 Speaker honorarium $300 4 Total Expense $1000
  • 39. projects: do this! describe how it meets IRA’s standard be specific describe what is already planned list confirmed and tentative dates Make it clear why your request matters and that you’re ready to put your Dean’s Funding to work!
  • 40. projects: don’t do this! request $$ for projects that we don’t fund request $$ for projects outside of the semester (prepping for the event is acceptable, ex: competition prep) assume we know what you’re talking about Make it clear why your request matters and that you’re ready to put your Dean’s Funding to work!
  • 41. Our organization plans to host a large faculty-student mixer on October 10, 2016. Students will not only have the opportunity to interact with faculty members, but will also be able to enhance their engineering education. By conversing with faculty, they will be exposed to various research areas the professors work in and could learn of research positions in the faculty’s lab. Additionally, they will have more experience in approaching and talking to professionals, which is critical in the student’s career. Project/Activity Description: Dinner with the Professors
  • 42. This outreach activity is meant to trigger the curiosity of younger audiences and educate them through meaningful and fun visual experiments. Magnets and graphite are used to better explain superconductivity, and Gallium is used to demonstrate corrosion. We plan to present these activities to five local middle schools, including (list schools)…. Project/Activity Description: K-12 Outreach Activity
  • 43. In collaboration with our local chapter, we will be hosting Mr. Smith, a lead engineer in Aircraft Configuration Design for the Boeing Company. In addition, local professionals will be in attendance. After networking and dinner, Mr. Smith will give a presentation on current challenges facing the airline industry. There will be an opportunity to ask questions about the presentation and the speaker’s experience in industry. Project/Activity Description: Industry Speaker
  • 44. impact of funding 1. why does it matter? 2. how many people will it affect? 3. is there a lasting impact?
  • 45. evaluation methods how will you know if your event is successful? what are your attendance goals? list your planned # of K-12 visits and students track and provide quantifiable data for final report Think about how you will determine if your project was successful. You’ll communicate that information in your final report!
  • 46. Dean’s funding timeline: 1. President/Treasurer submits FSO proposal by noon, 1/20 2. Committee reviews applications, contacts FSOs with questions about applications as needed 3. Student Engagement contacts president with funding decision 4. President submits agreement by the deadline 5. Funds transferred to your org account 6. FSO President and Treasurer complete President- Treasurer training in order to utilize the funds 7. Student Engagement communicates deadlines throughout semester
  • 47. Dean’s Funding Checklist Didn’t meet the requirements? Your group will be ineligible or penalized for Dean’s Funding in the following semester. Funded orgs work with Cortney Loui to manage funds Send a representative to the monthly Fulton Student Council meetings Volunteer for 10 Dean’s Funding points Submit funding requests by noon on 4/25. Unspent funds will be removed from the account at the end of the semester. Submit your Dean’s Funding Final Report by noon on 5/8
  • 48. need to change the project funded? talk to Cortney Loui We want to make sure you’re meeting the IRA standard, and meeting your FSO’s goals, too!
  • 50. eligible events are sponsored by Engineering Dean’s Office Student Engagement Fulton Student Council
  • 52. the organization minimum = 10% of active membership
  • 53. Points based on: • time spent volunteering • # of members • Nature of the event
  • 54. Submit the online Dean’s Funding Volunteering Points Submission form The events that do not require a volunteering form are listed on the online form. Enjoy!
  • 55. final report: flipped version of the proposal… what happened? Tell us what you did with your Dean’s Funding – the successes and failures, the impact made, and how you met your goals.
  • 56. final report… assess how FSO met their goals list DF events FSO volunteered for budget breakdown- what was spent? Give us the inside loop on what worked and what didn’t work. What are you proud of? Is there room for improvement?
  • 57. project/activity assessment detailed expense report for each project project(s) description(s) and lessons learned describe the impact – who benefited? #s, such as attendance, competition results, survey results, fundraisers, etc. Didn’t do any activity? Replaced it with a different activity? Talk about both here.
  • 58. What does your FSO need to do maintain Dean’s Funding eligibility?? 1. Spend the money by the deadline 2. Volunteer for 10 Dean’s Funding points 3. Represent at the Fulton Student Council meetings 4. Submit the FSO final report by the deadline 5. Work with USE for guidance Review time!
  • 59. USE’s role train you on policies & procedures assist with managing Fulton accounts offer officer development events student org advising finances recruitment event-planning retention and more!
  • 60. other opportunities Fulton Undergraduate Research Initiative (FURI) conduct research with a Fulton faculty mentor. Grand Challenge Scholars Program endorsed by ASU and the National Academy of Engineering. Includes: – Research - Service learning – Interdisciplinary coursework - Entrepreneurship – Global experience/courses Engineering Projects in Community Service (EPICS) social entrepreneurship program where teams design, build, and deploy ideas to solve engineering- based problems for charities, schools and other not-for-profits Study Abroad connect with various study abroad opportunities Startup Center get connected with signature entrepreneurship and innovation courses, workshops, expert mentoring, new venture competitions, and other curricular and extra-curricular events. Get connected. Make a difference. Talk with us to learn more!
  • 61. Kae Sawyer Associate Director Student Engagement Kae.sawyer@asu.edu Cortney Loui Coordinator Student Engagement cortney.loui@asu.edu 480-965-3765 Terri Beck Coordinator Student Engagement terri.beck@asu.edu 480-727-6761 You can connect with us in person in Tempe-ECF 130, via email, fso@asu.edu, or even on the FSO Facebook page!