*NAME OF YOUR ORGANIZATION*
Commerce-Related Student Organization
Annual Report
2013-2014
All Provisional and Commerce-Related Student Organizations are required to submit an annual
report to the Director of Student Services, due Friday, May 9, 2014. 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 org’s
goals and purposes, as you want it to appear in McIntire literature & website
3. Names & contacts for executive officers
4. Highlights of accomplishments for the year – projects, programs, services
5. Corporate & Alumni Connections
6. List of projects, programs, services for upcoming year
7. Goals for the Upcoming Year
8. Budget from past year & budget projection for the 2012-2013 academic year,
including supplemental funding request to McIntire
9. Roster of members (incl. school of enrollment)
Name and Title of Submitting Officer: _________________________________________
Summer Contact Information (phone, email, mailing address):
2. Mission/Purpose of Organization:
Renewed CIO or Special Status for 2013-14? Yes No
3. Elected Officers for Upcoming Academic Year:
Name
Position
UVa Email
(all exec officers will be added to the Student Org website and eligible for access to the Student
Orgs Suite in 142 Robertson Hall – must obtain access through the Helpdesk)
Please designate two members other than the President who will be eligible to vote on behalf
of your organization in President’s Council Meetings:
Name
Position
UVa Email
4. Previous Year’s Highlights (Briefly summarize the activities of your organization during the year)
Activity/Event
Date
e.g. Video conference with UBS (Andrew Lee, alumnus) 11/14
How many Presidents’ Council meetings did your
organization attend this year?
1
Attendees
51 students
2
3
4
5
6
7
8
5. Corporate & Alumni Connections:
a. List corporate sponsors or alumni connections your org was able to secure this year:
e.g. PwC sponsored 2 org meetings and a networking reception for $1000
b. List corporate & alumni connections your group would like to make for next year, and
how we might help you to be successful in this area. Enclose org 1-sheet if needed.
6. Proposed Projects and Activities for 2012-13:
Activity/Event
Date
e.g. Case competition
11/13
Approx. cost
$4000
Funding Source(s)
Seeking Consulting firm to
sponsor, StudCo approp.
7. Goals for the Upcoming Year (State the general goals of your organization for the upcoming year):
8. Supplemental Funding Request for 2013-2014: $____________
(attach budgets for previous & upcoming academic years if requesting funding)
9. Attach Roster of members, including Schools of enrollment (COMM, SEAS, CLAS, with PreComm listed where appropriate)
Guidelines for Supplemental Funding Requests
The McIntire School of Commerce 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 du es, 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.
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 of
Commerce is intended to be their complete allocation from the School for a full year (beginning
in August and going through the following July). Additional funding will only be approved when
a considerable change in the status of the organization can be demonstrated.
Some of the guidelines used in determining funding are:
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No organization receiving supplemental funding may carry a large surplus (over $400.00) 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 only fund travel expenses for 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 only be issued to University CIO's or organizations attempting CIO
status.
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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.
The 2013-2014 Supplemental Funding Request (SFR) will be evaluated based upon attached
information and 2012-2013 performance as indicated in the annual report. Funding should be
requested for the entire year and, if approved, will be conditional. Organizations will be
required to submit a mid-year report. Distribution of spring funding will be determined based
upon fall performance and the mid-year report.
Annual reports are due to the Student Services Office by 5pm on Friday May 9, 2014.
Send to:
Ed Warwick
McIntire School of Commerce
PO Box 400173
Charlottesville, VA 22904
esw4f@comm.virginia.edu
Please include name and summer address of the submitting officer for questions. Notification
and checks will be available in late August. Please notify the Student Services Office (Robertson
311) if you will need funds before this date. Direct any questions to the SSO at 434.924.3865.