Rate Approval, Cash Box, and U-Store

Rate Approval, Cash Box, and U-Store

Below is a review of the Rate Approval Procedure, Cash Box Procedure and U-Store procedure.  Please review these procedures when you are planning on conducting a fundraiser, planning a ticketing event, or organizing the sale of any good or service within your organization. 

Rate Approvals:

• VIDEO Training on Rate Approvals: Rate Approval November 1st.mp4
• If event or fundraiser is charging a fee or selling merchandise, a Rate Approval is needed.
  • Timeline: recommend 4 weeks before event
    • More time may be needed if requesting UStore
  • Indicate all details on Event Form
    • Student Life Office will forward information to Business Manager
      • Business Manager will contact RSO and/or Advisor for any additional information
      • Rate Approval will be routed via Docusign for signatures
        • Advisor will sign
        • The Business Manager will sign
        • Director of Managerial Accounting gives final approval
        • Once Rate Approval is completed and approved, copy will be forwarded to all parties via DocuSign

UStore:

• Video Training on U-Stores: U-Store November 1st 2024.mp4
• Used for online electronic payment for events or sales
• RSO’s who use the UStore, will be charged 3% credit card on total revenue from the UStore.
• When an RSO wants to request a UStore be opened for their event or fundraiser, a UStore Event Detail form will be sent from the Office of Student Life. This form must be completed by the RSO and sent to the Business Manager, Donna Gonzalez at gonza361@pnw.edu. She will include the form with the necessary forms to open a UStore.
• Once the uStore is created by Ronit Bhardwaj, he will contact individuals of the RSO and Advisor to review the link to ensure all information entered in the UStore is accurate. Please review as soon as possible to ensure you store is opened on time.
• Timeline for creating the UStores and reviewing it: 3 weeks before desired date/event.
• UStore reports can be obtained from the Business Manager upon request.

Cash Box:

• Video Training on Cashbox: Cash Box.mp4
• Indicate need for Cash Box on Event Form
  • Student Life Office will forward information to Business Manager
  • Business Manager will contact RSO or Advisor for:
    • Rate Approval, if needed (see above section)
    • Gather information for:
      • Arrangement of Pickup & Return of Cash Box at Bursar’s Office
        • Cash Box will include Student Organization Deposit Form to be completed by RSO

uStore_Event_Detail_Form
Rate_Approval_Cash_Box_UStore
Rate_Approval_Questionaire

Please let us know if you have any questions!

Email studentlife@pnw.edu

Visit some of the Links below!

The Student Life Linktree

Schedule a Student Life Appointment

Click here for Important RSO Information!