Fillable pdf that each student group member needs to submit to their designated Budget Officer(s) for approval when requesting to make a purchase using student group funds. This form includes purpose/memo, amounts, and appropriate documentation.
This form covers the full scope of OSA-connected funding sources (OMR, ZOR/DP, Student Competitions, etc) so OSA can explore many possible funding sources to best support students. This form will be reviewed on a monthly basis by the appropriate committee connected to the most relevant funding source(s) for each request.
Schedule a time to coordinate making a purchase using an OSA departmental credit card. Select an appointment by Zoom or in-person to complete the purchase. Must attach the approved Student Group Purchase Request form or approved Student Funding Request form when scheduling.
If choosing to use a personal credit card or cash, you will need to save the appropriate information and documentation - including proof of purchase and itemized receipt - to upload into this form for financial processing. Purchases that violate university spending policies will not be reimbursed.
If a vendor provides an invoice for payment, you will need to complete this form. The approved Student Group Purchase Request form or Student Funding Request form must be attached when submitting this form for payment. Standard Payment Terms are Net 45 (approved transactions disbursed within 45 days of invoice date). Net 45 is the default, unless otherwise negotiated and agreed to by the Procurement Department.
If a venue or service provider requires a contract, you will need to complete this form. Students are not allowed to sign anything on behalf of Yale. OSA will share this form with the YLS Business Office and Yale Procurement Office for review. Review process can take up to 2-3 weeks.
If creating a new logo, students must submit this form for review by OSA, Yale Licensing, and the Office of Public Affairs (OPA). Please reference the Yale Trademark Licensing webpage with guidelines for use of Yale name and logo designs for student organizations. Review process can take up to 2-3 weeks.
Merchandise or swag purchases can only be paid for out of discretionary funds and spending is limited to a maximum of $100/person per fiscal year. Submit proposed merchandise or swag designs through this form for review by OSA, Yale Licensing, and the Office of Public Affairs (OPA). Review process can take up to 2-3 weeks.
Submit a draft of the fundraising letter and list of proposed firms through this form for review by OSA and AED. Review process can take up to 2-3 weeks.
Complete this form to document anticipated fundraising dollars so OSA and AED can monitor these funds coming in. This form will provide the format for OSA to follow up and send confirmation when funding is received by OSA and AED.
