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 Engage.
• 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 PROPOSAL VIA ENGAGE

1. Log in to Engage and go to your organization's page in 'Manage' Mode.
2. To request a new budget: Click on the left-side 'hamburger' button Select 'Finance.' 
3. Click the blue 'Create a New Request' button
4. Select 'Term Budget' as the type of budget you are submitting.
5. Select the type of budget you are requesting (for a Term Budget, select Term Budget option).
6. Enter the content of your budget request.
7. Enter Request Title/Description: This should be the name of the event or request, with a brief description of your event. Be specific.
8. Once done, hit 'Next' Select a budget category from the dropdown provided:
9. There are three options (Funding Proposal, Conference and Travel, and Publications). Click the blue 'Next' Button.
10. Complete all questions in the form. Once finished click 'Next.' Use the budget page to itemize your expensese. Enter the amount you're requesting for each line item.
11. Click to +ITEM to add additional line items
12. Click to add a new budget item. This will be useful if you have multiple parts of an event.
13. Upload any additional documents that pertain to your event. For example, you can include a quote from a caterer, description of a performer, etc.
14. Below these fields is a running total that updates as you enter new amounts.
15. When your request is finalized and you are ready to send, click "Submit" at the bottom of the page.