Submitting a Proposal

Submitting a Proposal via OrgSync

Log in to OrgSync into your organization’s portal. To request a new budget:

  • Click on “more” and then “Treasury” on the top bar
  • Select the “Manage Budget” box
  • Enter the budget period
  • Select “New Budget” on the right

Enter the content of your budget request. 

  1. Enter Budget name: This should be the name of the event or request. Be specific. 
  2. Select Budget Period. The Budget period will be the current term, unless you are completing a term budget.
  3. Select a budget category from the dropdown provided: There are three options (Funding Proposal, Conference and Travel, and Publications). A “Fill Out” button will appear. Complete all questions in the attached form. 
  4. Enter a name for this portion of the budget. It can be the same as the Budget Name above. 
  5. Select a line item from the dropdown provided
  6. Enter a description of what the money will be used for. This is required. 
  7. Enter the amount you're requesting for this line item.
  8. Click to add additional line items under this budget category.
  9. Click to add a new budget item. This will be useful if you have multiple parts of an event. 
  10. Upload any additional documents that pertain to your event. For example, you can include a quote from a caterer, description of a performer, etc.

Below these fields is a running total that updates as you enter new amounts. When your request is finalized and you are ready to send, click “Submit” at the bottom of the page.