Organization Annual Report
All provisional and Commerce-related student organizations are required to submit an annual report to the Director of Student Services, due Friday, May 11, 2012. Failure to submit a complete report will result in the organization’s loss of recognition and funding by the McIntire School.
The report should include:
1. Cover letter from the president of the organization
2. Mission statement of the organization – one or two sentences describing the organization’s goals and purposes, as you want it to appear in McIntire literature and Web site
3. Names and contacts for executive officers
4. Highlights of accomplishments for the year – projects, programs, services
5. Corporate and alumni connections
6. List of projects, programs, services for upcoming year
7. Goals for the upcoming year
8. Budget from the past year and budget projection for the upcoming academic year, including supplemental funding request from McIntire, where appropriate
9. Roster of members (including school of enrollment)
Download the Annual Report template.
Download the Supplemental Funding Request Budget spreadsheet.
McIntire Supplemental Funding
The McIntire School provides supplemental funding for Commerce-related student organizations. These funds are designed to supplement (and not take the place of) other sources of revenue such as dues, fundraising, and Student Council appropriations. All McIntire organizations must apply for CIO status and, if qualified, should apply for Student Council funding as a condition of being considered for McIntire supplemental funding. The timetable of this process should allow the newly elected officers to participate in proposing the budget for the upcoming year while still having the benefit of the experience and foresight of the organization's outgoing officers. Organizations are encouraged to involve their officers and members in goal setting for the next academic year before proposing a budget so that the goals and funding will support each other.
The level of funding approved for a student organization through the McIntire School is intended to be its complete allocation from the School for a full year (beginning in August and going through the following June). Additional funding will be approved only when a considerable change in the status of the organization can be demonstrated.
Some of the guidelines used in determining funding are the following:
- No organization receiving supplemental funding may carry a large surplus (over $400) in their operating budgets through the summer months without a reasonable explanation.
- The School will not, as a general rule, fund travel for student organizations. In those few instances where travel is funded, the School can fund travel expenses for only a small number of members. If it is necessary to take a large group to conferences/meetings, students should share in the expenses or attempt fund raising for travel monies. Please note that Student Council does consider funding requests for travel.
- Organizations receiving supplemental funding must abide by the alcohol policy of the University and the McIntire School. Failure to do so can result in termination of funding.
- School allocations will be issued only to University CIOs or organizations attempting CIO status.
- The organization's members must be 30% Commerce students AND 60% Comm/pre-Comm students.
- No Commerce-related organization applying for supplemental funding may solicit donations from external/corporate sources without first consulting with the McIntire Student Services Office and/or the McIntire External Affairs Office.
- Any organization receiving McIntire supplemental funding must participate and attend all meetings of the McIntire President’s Council. Failure to do so may result in termination of or diminished funding.
Questions about the supplemental funding process in the McIntire School should be directed to Chris Wilcox Elliott, Director of Student Services, Robertson Hall, Room 311 (434-924-3865).
Download the Annual Report template.
Download the Supplemental Funding Request Budget spreadsheet.