Financial Paperwork – Clubs

Forms & Policies

Organization Listing | Event Planning | Forms & Policies | Funding | Resources Club Sports

A healthy financial structure is an important factor in student organization success and sustainability.  Solid fiscal management creates a framework that allows organizations to work proactively to accomplish their goals and serve their communities with financially sustainable events and programs. In order to ensure proper budget management, a number of policies are in place. Please use the information below while planning your event:

Additional information can also be found in the Student Organization Manual.

Quick Reference Sheet


Frequently Used Forms:

PurposeFormDirectionsAdditional Required Attachments
Purchase Card (P-Card): When you want to use the Purchase Card (P-Card) for an in store, telephone or online purchase. VoucherPCard Voucher InstructionsOriginal Receipt
Artwork (If Applicable)
Reimbursement Voucher: When you want to reimburse a student/staff member who made a purchase on behalf of the organization with their own money. VoucherReimburesment Voucher InstructionsOriginal Receipt
Chartwells Voucher: When you want to purchase food using Chartwells (on-campus vendor). VoucherChartwells Voucher InstructionsMinutes
Chartwells' Invoice
Travel: When you are planning an off campus event or trip that has a cost. Travel AuthorizationTravel Authorization InstructionsMinutes
W-9 for Vendor (If Applicable)
Roster for Trip
Purchase Requisition: When you need to obtain a Purchase Order (PO). Purchase RequisitionPurchase Req InstructionsMinutes
W-9 for Vendor (If Applicable)
Artwork (If Applicable)







Club Sports: