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THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

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Page 1: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE STUDENTS UNION COMMITTEE TRAINING

2015-2016TREASURER

Page 2: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

LEARNING OBJECTIVES• Who can support you?

• Rewards for your contribution

• Online Resources

• Your Role: Being the Perfect Treasurer

• Fresher’s Fair

• The Students’ Union at UWE Finance

• Duty of Care, Equality, Diversity & Inclusivity

• Democracy

• Off the Wall

• New Building

Page 3: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

WHO CAN SUPPORT ME?VP Socs & CommsGem Heywood• Tel: 0117 32 87568• Email: [email protected]

VP Sport & HealthAdam Brittain• Tel: 0117 32 82915• Email: [email protected]

Page 4: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

Kirsty Tomlinson [Opportunities Manager]• Tel: 0117 32 83288• Email: [email protected]

Colin Stevens [Sports Coordinator]• Tel: 0117 32 82719 • Email: [email protected]

Liam Emery [Societies Coordinator]• Tel: 0117 32 83291 • Email: [email protected]

WHO CAN SUPPORT ME?

Page 5: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

WHO CAN SUPPORT ME?Helena Golunska [Academic Societies Coordinator]• Tel: 0117 32 83288 • Email: [email protected]

Kelly Howard [Sports Participation Coordinator]• Tel: 0117 32 82577• Email: [email protected]

Amy Leyland [Sports & Events Coordinator]• Tel: 0117 32 82577 • Email: [email protected]

Page 6: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

WHO CAN SUPPORT ME?

Position Vacant

[Finance Admin Assistant]• Tel: tbc• Email: tbc

Page 7: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SOCITIES EXECUTIVE

Page 8: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SPORTS EXECUTIVE

Page 9: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

YOUR ROLE – TREASURER

Administer the societies finances.

Responsible for the production of the societies annual budget request.

Responsible for ensuring participants

have purchased membership.

Be the signatory on all claim forms.

Ensure that an income & expenditure account

for the previous academic year is

presented to the AGM

Be accountable to the VP Societies &

Communications.

Organise affiliation to national governing

bodies.

Organise fundraising or sponsorship for

your group.

Adhere to the The Students’ Union at UWE finance policy

Page 10: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

YOUR ROLE - HEAR

Higher Education Academic Record (s.6)

• Hold office for 2 semesters• Attend committee training & 1 development meeting• OR Complete all requisite additional training & 1

development meeting• Ensure Club / Society is represented at all Committees• Submit a handover document

Page 11: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

QUALIFICATIONS• If you believe there is training

that your committee or your members would benefit from or that would make it easier to run your club or society, we would like to hear.

• We may be able to offer financial

subsidies to make the training happen

Page 12: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

EDGE SCHEME• As part of the Edge Scheme, members of Sports Clubs are

able to repay additional subsidies for training by volunteering their time back to their club or the wider community.

• The Edge Scheme is managed by the Centre for Sport

http://www1.uwe.ac.uk/aboutus/departmentsandservices/professionalservices/centreforsport/edgevolunteering.aspx

Page 13: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

This is where you will find your committee admin access: http://www.thestudentsunion.co.uk/

COMMITTEE ADMIN ACCESS

Page 14: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

GOOGLE DRIVE• Your Club or Society should already have a Gmail

email address.(This should have been done in March, ready for this year)

• It is this email address ([email protected]) that the SU Google Drive folders are shared with.

• Use Google Drive to:– Upload files– Store information for Handover– Review your submitted documents (constitution,

inventory, risk assessment, etc)

Page 16: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SAFETY AND DUTY OF CARE• What is duty of care?

– Avoid causing injury to our members by negligent acts or omissions

– Behave as a reasonable person would, but taking in to account your specific skills, knowledge & experience

– Take equal opportunities into account at all times

Page 17: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SAFETY AND DUTY OF CARE• Group Exercise:

– List / brainstorm at least5 examples of The Students' Union At UWE’s duty of care to you

– List / brainstorm atleast 5 examples of how you have / how you will provide a duty of care to your members

Page 18: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

EQUALITY AND DIVERSITY

• Think of an example of something that:– Makes you different from other people– An embarrassing secret– A story you wouldn’t want other people to know

Page 19: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

EQUALITY AND DIVERSITY

• Can you name the 9 forms of discrimination?

• Race• Age• Sexuality• Pregnancy• Religion

• Sex• Disability• Marriage/ Civil Partnership• Transgender

Page 20: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE BANTER BARGAIN• We want to make sure everyone has a great time at UWE,

whoever they are.• So that’s why we’re committed to keeping bullying or offensive

language out of our sports teams, societies, networks, union and our university.

• We promise to keep our activities inclusive and fun places to be in or around, and to make sure that UWE is the best place to play sport, engage with groups of student’s, study and socialise.

• Stand with us in booting offensive language out of The Students' Union At UWE: If you see it – challenge it and report it to your student officers.

• Banter should never be bullying, and remember only the individual the banter is directed at can decide it’s level of offensiveness.

• Together we’ll make sure that our university is a safe space for everyone.

Banter Bargai

n in Place

Page 21: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE BANTER BARGAIN

• It’s in your constitution

• By signing a constitution you agree to uphold the Banter Bargain

Banter Bargai

n in Place

Page 22: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

• This may come as a shock, but:– Not all students drink alcohol!

• For this reason, you needto make sure you:– Don’t apply any peer pressure to

drink alcohol– Organise socials that will appeal

to those who don’t drink alcohol– Do not permit drinking in vehicles– Adhere to initiations & alcohol

policy

ALOCOHOL, YOU SAY?!

Page 23: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FINANCE,WHERE DO YOU START?• Find out how much money you have!

– How can you see what’s in your account?• Email: [email protected]

to request a Summary Report• Alternatively, collect in person

from the SU • Get advice from our new Finance Assistant

• Get a firm handover– Find out if you should be expecting

any invoices | claims

Page 24: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

Month, Year, Previous Year

This is the balance (+ve / -ve)

These lines detail the different ways income and expenditure are categorised and coded

FINANCE,WHERE DO YOU START?

Page 25: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

GENERATING INCOME• There are a number of different ways that money is

generated by Sports Clubs & Societies– Membership Fees– Sports & Society Budget Allocations– Sports & Society Top Up Funds– Fundraising– Donations (NO VAT!)– Sponsorships– Raise & Give (RAG)

Page 26: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

BUDGET ALLOCATION• Funds are allocated to make up any deficit indicated by

your Budget Request• Not automatically granted• Funds must be justified• Funds must be spent during

the academic year theyare requested

Page 27: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE BUDGET REQUEST• Let’s have a look at an example…• In short, this is how it works:

Amount you think you will

raise as income

Amount you think you will

need to spend

‘+’ve = no extra funding

‘-’ve = extra funding considered if justified

=-

The amount you are granted will be decided by the Sport or Society Executive (elected Officers)…not Staff!

Page 28: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE BUDGET REQUEST• It is your responsibility to

ensure this is completed• What should be included?

– Regular activity– Planned membership fee

income– Anything you want to subsidise– Events– Trips– Training– Sports Specific Costs

DEADLINE:???

Page 29: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

TOP-UP FUNDS• What’s involved?

– Similar to the budget request– Less complicated– Three opportunities to apply– Provides additional funding– Separate to the main Budget

Requests– Societies form here– Sports form emailed out DEADLINE:

Emailed to all Committee Members

Page 30: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

DONATIONS

• A donation is a gift or contributionwhere nothing is asked for in return

• Donations are VAT exempt(means you get the lot!)

do·na·tion [doh-ney-shuhn] noun1. an act or instance of presenting something as a gift, grant, or contribution. 2. a gift, as to a fund; contribution.

Page 31: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SPONSORSHIP• If you have received money from an individual or

organisation where something is expected in return, then you have received sponsorship

• This includes:– Logos on clothing– Using a venue for socials– Promotion via your web

pages or social media

Page 32: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

DON’T GO-IT-ALONE• If you are looking to gain sponsorship or donations, then

the SU is here to help• We are able to draw up contracts• We can check contracts before

you have been given to sign• Never agree to terms that

require ‘X’ numberof members to attend

• See Kirsty Tomlinson

Page 33: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THERE ARE SOME RULES…• No external bank accounts• No ‘petty cash’

• Ultra Vires…sorry, what??We are a charity, so this applies!

Page 34: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

VATSports:

Account Balance £ 0

Ticket Purchased £10Income to Account £10Account Balance £10

Invoice Amount £10Account Debited £10Account Balance £10

VAT Reclaimed £ 0Account Balance £ 0

In the event a society is running a break even trip (not making any significant profit), it will be treated as a Sports trip. Only applies to trips.

Societies:

Account Balance £ 0

Ticket Purchased £10Income to Account £ 8Account Balance £10

Invoice Amount £10Account Debited £10Account Balance -£ 2

VAT Reclaimed £ 2Account Balance £ 0

Page 35: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

IF YOU DON’T ASK…• The best budgets are the biggest budgets

– The more you include in your budget, the more you are likely to be allocated

• Why won’t anyone take our money?

There are literally thousands of £’s up for grabs every year …but they are very rarely applied for.

Don’t miss your opportunity!

Page 36: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

IF YOU DON’T ASK…• There are loads of routes to gaining more funding for

what you do

• Ever heard of the RBS ESSA Grant?– Watch the video

• More funding from UWE:– Better Together Fund Apply here

Page 37: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SPENDING YOUR MONEY

So you have some money and want to spend it…here’s how:• Get your committee to agree on it• Get your relevant VP to authorise it• Then:

1. Place an order via the SU

2. Purchase the goods yourself

Page 38: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

ORDER VIA THE SU• We can place an order on your behalf• We can arrange payment by:

– BACS (minimum 1 week’s notice)– Cheque (minimum 1 week’s notice)– Credit Card

• Use SU as delivery address

Page 39: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

PURCHASE GOODS YOURSELF

• You order & pay out of your own pocket• Bring us the VAT receipt or invoice• Claim the money back from your Club or Society account• Only for orders less than £200• Can take up to 10 days for

reimbursement

Page 40: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

CASH?... NOT LIKELY!• The Students’ Union does not sign

cash out to students fromClub / Society accounts

• Don’t expect to be able to pay in this way

• Find ways to pre-pay• Don’t leave it too late!

CASH

Page 41: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

PAYMENT VOUCHERS• Claiming money back from your

account– Rule #1 – Make sure it’s authorised

• Purchases (email Helena)• Fuel Claims (make sure driver is registered)

– Rule #2 – Plan ahead• Include as much as possible in your budget

• Let’s have a look at how to complete a claim form correctly

Page 42: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

PAYMENT VOUCHERS• How you get your money

– Transferred to your account– Processed Thursday at 10.30am– Payment reaches your bank

account on or before the following Monday

Page 43: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

IS IT VIABLE?

• Financial viability is important– Can you afford it?– Risks:

• Deposits for trips• Buying products before

they are sold• Loss-leading trips / events

• It is your responsibility to ensure your activity is financially viable

Page 44: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

COMMUNICATION METHODS• How will you communicate with

your members?

• Have you been a member of a Society before?

• How did that committee communicate with you?

• Was is effective?

Page 45: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

GROUP EXERCISE• Now we have some ideas, let’s see how they compare.

Discuss the pros and cons of the following:– Social Media (Facebook / Twitter / etc)– Visual (Photographs / Videos)– Publicity (Papers / Radio)– Phone / Text– Websites– Emails

• Be ready to feedback your discussions to the class at the end of the exercise

Page 46: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

PROMOTING ACTIVITIES• Don’t rely on one method of communication• Revisit promotion of events that are being

planned a long way off• Push the committee for more information

…on everything!• Ensure your members know as much as

possible and make 2015/16 as big a year as possible for your activity

Page 47: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FRESHERS’ FAIR“But that’s not until September!!”• It’s never too early to start planning for Freshers’• The fair is your best opportunity to showcase your activity to the biggest audience• Don’t forget to budget!• The sky really is the limit…• The earlier you start planning, the more successful your next year will be

Page 49: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FRESHERS’ FAIRGroup Exercise (5 mins)

Draw the perfect Freshers’ Fair stall• What should it look like?• Who should be there?• What will Freshers be

attracted by?• How will they remember

your activity?• How will you remember them?

Page 50: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

INTRODUCTORY MATERIAL• New members need information• Returning members need updates• What will you provide?• How will you provide it?• Who will create it?• When by?• Need help with designs?

Page 51: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FUNDINGS TRIP AND EVENTS

• Now you know what you want to do and how you plan to get there, you need to work out the cost:– Entry fees?– Vehicle Hire / Transport?– Fuel?– Accommodation?

• It all adds up!

Page 52: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FUNDING TRIPS AND EVENTS

• So you’ve worked out how much it will cost; now you need to know where the money will come from:– Will there be subsidies?– How much will members

need to pay?– How will members pay?– Is it realistic & fair?– Has your Treasurer

approved it?

Page 53: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FIRST AID COURSES• Want to get yourself a first aid

qualification?

• The Students' Union At UWE can help

• We offer first aid courses forjust £8 per person (normally £35)

• Want to find out more:

– http://www.thestudentsunion.co.uk/opportunities/howto/first-aid-courses/

Page 54: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

MiDAS COURSES• Want to be able to drive the

Minibus and People Carrier?

• You’ll need to do a MiDAS course(Minibus Driver Awareness Scheme)

• We run these courses in-houseand the total cost is £20

• Want to find out more:

– http://www.thestudentsunion.co.uk/opportunities/howto/midas/

Page 55: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

MEETINGS• Any experience of running a meeting?• Group Exercise:

– What roles are required?– What documents are

expected?• Before?• After?

– How should people behave?– Anything to avoid?

Page 56: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

• Want to get active? Try a new sport or activity? Off The Wall offers you the chance to engage in sport, leisure and recreational activities in a fun, social and relaxed atmosphere

• No prior experience or knowledge is necessary, and no gym or sports club membership required

• You can take part in all 20 activities (or as many as you choose to) for just £10 for the whole academic year

Page 57: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

• ‘Off The Wall’ utilises many of the activities we already offer at The Students' Union At UWE

• If you think your Club or Society could bring something to ‘Off The Wall’, we want to know

• In return for volunteering your time for ‘Off The Wall’ your Club or Society will receive extra money to spend

• Find out more here: http://www.thestudentsunion.co.uk/opportunities/offthewall/

Page 58: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE NEW BUILDINGNew SU Building

Old SUBuilding

ECC

Walls Court Farmhouse

Bus Stops

Centre forSport

Page 59: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THE NEW BUILDING

CGI of Bar Area CGI of Reception CGI of Cafe

Page 60: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

LOWER GROUNDSU Bar 24 Hour Access

StorageSprung Floor Activity Studio

Page 61: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

GROUND FLOOR

Cafe

Meeting Room 1

Advice, Jobshop, Lettings

Shop

Reception

Page 62: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

FIRST FLOOR

SU Engagement Zone(we can go over there for chat with you)

Opportunities Team(come and see us)

Page 63: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

23rd May 2016

SOCIETIES BALL

Page 64: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SPORTS BALL

Page 65: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

TIMELINE

Available to download at: http://www.uwesu.org/howto/timeline/

Page 66: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

SUMMARY • Who can support you?

• Rewards for your contribution

• Online Resources

• Your Role: Being the Perfect Treasurer

• Fresher’s Fair

• The Students’ Union at UWE Finance

• Duty of Care, Equality, Diversity & Inclusivity

• Democracy

• Off the Wall

• New Building

Page 67: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

BUT MOST IMPORTANTLY

ANY QUESTIONS?

Page 68: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

THAAAAAT’S PICTURWANG!

• Second person goes behind screen– 10 seconds to draw what they see (no thinking time for this one!)– They take the original and leave their new drawing

• Third person repeats and so on…

• When last person has drawn their interpretation, we compare the final result with what it actually was to find out if it is….PICTUREWANG!

• First person reads the clue– 10 seconds to think of how they could draw it– 10 seconds to draw it– At the end of the 20 seconds, leaves drawing

behind screen and re-joins group

Page 69: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

COMMUNICATION EXCERSISE

Runner #1

Runner #2

ViewerDescribes layout of building blocks to

Runner #1

BuilderBuilds a replica of the blocks as seen by the

Viewer

Listens to the description from the Viewer and then relays this information to Runner #2

Listens to the description from Runner #1 and then relays this information to the Builder

ClearPrecise

AttentiveListen

Remember

ClearPrecise

AttentiveListen

Remember

ClearPrecise

AttentiveListen

Follow Instr.

Runner #1 cannot see what the Viewer sees

Runner #2 can’t see what is built Timer

Page 70: THE STUDENTS UNION COMMITTEE TRAINING 2015-2016 TREASURER

WHAT DID WE LEARN?

Runner #1

Runner #2

Viewer

Builder