Term Budgets

About Term Budgets

• Term budgets are typically due the second Friday of each term at noon, unless there is a holiday. No late proposals can be accepted. 
• Term budgets are only for events that have already occurred. If you are planning a new event, please complete the regular funding proposal form through OrgSync.
• You will receive an email to your organization’s account within three to five days that notifies you of the decision.
• Please note: COSO does not accept term budgets during summer term. If you need funding, please submit the regular funding proposal and come to a weekly meeting. 

Submitting a Term Budget

• Log in to OrgSync into your organization’s portal
• To submit a term budget, hover over “More” and click “Treasury” on the top bar of your portal
• Choose the appropriate term budget period and click “New Budget” in the top right of the screen
• Enter the content of your budget request

Filling Out the Budget Form

1. Enter Budget name (This should read: {Organization Name} Term Budget
2. Select Budget Period. (Select the Term Budget for the correct term from the drop-down menu)
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 with the appropriate form. Complete the form. 
4. Enter a name for this portion of the budget- For example, this might be: “Dinner Discussion 1”
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 for additional funding requests. For example, you can add “Dinner Discussion 2” here.
10. Budget Name (1) and Name (3) should be the title of the event. It needs to be written twice.

Below these fields is a running total that updates as you enter new amounts. To upload any applicable documentation, use the “Upload” button found below the totals. When your request is finalized and you are ready to send, click “Submit” at the bottom of the page.