SLC- Finance and Operations Presentation

Page 1


Cyllid, Gweithrediadau a

Arian Finance, Operations & Fundraising

Chodi

Charli Goodhew

Gweinyddwr Cyllid a Gweithrediadau  Finance & Operations Administrator

Josie Ball

Cydlynydd Gwirfoddoli a Chymunedol

Volunteering & Community Coordinator

Heddiw byddwn yn trafod Today we’ll cover…

- About Us

- Your Accounts

- Purchases

- Payments

- Fundraising

- Vehicle Hire

- Amdanom ni

- Eich Cyfrifon

- Pryniadau

- Taliadau

- Codi Arian

- Llogi Cerdbydau

- Printio

- Printing

Amdanom Ni About Us

- 4th floor of Pontio

- Finance related to club, society, volunteering, student voice and SU campaign activity

- Vehicle Hire

- Signposting and student queries

- 4ydd llawr Pontio

- Cyllid sy'n gysylltiedig â gweithgarwch clybiau, cymdeithasau, gwirfoddoli, llais myfyrwyr ac ymgyrchu'r UM

- Llogi Cerdbydau

- Cyfeirio ac ymholiadau myfyrwyr

× Fees or student finance, please contact: feepayment@bangor.ac.uk

× IT services, including printing issues, please contact: helpdesk@bangor.ac.uk

× Ffioedd neu gyllid myfyrwyr, cysylltwch â: feepayment@bangor.ac.uk

× Gwasanaethau TG, gan gynnwys materion printio, cysylltwch â: helpdesk@bangor.ac.uk

Eich Cyfrifon Your Accounts

Cyfrif Grantiau Grant Account

- Allocated each academic/financial year by the SU

- Core activity only

- Unspent grants recouped by SU at the end of year

- Cut off for spending of funds communicated later in the year

- Strictly no alcohol purchases

- Dosberthir bob blwyddyn academaidd/ariannol gan yr UM

- Gweithgarwch craidd yn unig

- Bydd unrhyw grantiau na wariwyd yn cael eu hadennill gan yr UM

- Terfyn ar wario arian a gyfathrebir amdanynt yn hwyrach ymlaen yn y flwyddyn

- Ni chaniateir unrhyw bryniadau alcohol

Eich Cyfrifon Your Accounts

Cyfrif Codi Arian Fundraising Account

- Balance carries forward each year

- Additional spends

- No cut off for use

- Raised by you

Your activities will cease to function should you have no money in your accounts!

- Balans yn cael ei gario ymlaen bob blwyddyn

- Gwariant ychwanegol

- Dim terfyn defnyddio

- Fe'i codir gennych chi

Ni fydd eich

gweithgareddau'n parhau i ddigwydd os na fydd gennych chi arian yn eich cyfrifon!

Eich Cyfrifon Your Accounts

Cyfrif Codi Arian Chwaraeon ac Elusennau RAG RAG Sports & Charities Fundraising Account

- Visible to all student groups

- For accounting of funds raised for charity

- Used to award:

o Fundraising Award (Societies & Volunteering)

o Charity Team of The Year award (AU clubs)

- Leaderboards coming soon to the Undeb website!

- Yn weledol i bob grŵp myfyrwyr

- Ar gyfer cadw cyfrifon o'r arian a godwyd ar gyfer elusennau

- Defnyddir i wobrwyo:

o Gwobr Godi Arian (Cymdeithasau a Gwirfoddoli)

o Gwobr Tîm Elusen y Flwyddyn (Clybiau UA)

- Byrddau arweinwyr yn dod i wefan Undeb yn fuan!

Eich Cyfrifon Your Accounts

Gweinyddu Cyfrif Account Admin

- View your online accounts here: https://common.bangor.ac.uk/unde b/accounts

- Queries to: finance@undebbangor.com

- https://www.undebbangor.com/fina ncial-resources

- https://www.undebbangor.com/123 -go-how-to-videos

- Gweler eich cyfrifon ar-lein yma: https://common.bangor.ac.uk/undeb/ac counts

- Ymholiadau at: finance@undebbangor.com

- https://www.undebbangor.com/financia l-resources

- https://www.undebbangor.com/123-gohow-to-videos

Pryniadau Purchases

Ffurflen Gais i Brynu Purchase Request

Form

- Purchase Request Form can be found here: https://www.undebbangor.com/ financial-resources/purchasingrequest-form

- Two SU approval signatures needed (handled by SU Finance)

- Group will be contacted for out of stock items/issues with purchase

- Aim to complete purchase within 5-7 working days

- Gweler y Ffurflen Gais i Brynu yma: https://www.undebbangor.com/ financialresources/purchasing-r equest-form

- Mae angen dau lofnod derbyn UM (Cyllid yr UM yn delio â hyn)

- Byddwn yn cysylltu â'r grwpiau os na fydd eitemau ar gael/problemau gyda phryniadau

- Anelir i gwblhau'r pryniad o fewn 5-7 diwrnod gwaith

Pryniadau Purchases

Anfonebau Prynu/Darparwr Purchase/Supplier Invoices

- Email invoices to finance@undebbangor.com

- Specify the account the funds should come from (grant, fundraising or other if advised by SU)

- Provide supplier contact email if not included on invoice

- Two SU approval signatures needed (handled by SU Finance)

- E-bostiwch anfonebau at finance@undebbangor.com

- Nodwch o ba gyfrif y dylai'r arian ddod (grant, codi arian neu arall os cynghorwyd gan yr UM)

- Darparwch e-bost y darparwr os nad yw wedi'i gynnwys yn yr anfoneb

- Bydd angen dau lofnod derbyn UM (Cyllid yr UM yn delio â hyn)

Taliadau Payments

Ffurflen Gais Ariannol Financial Claim Form

- Financial Claim Form

https://www.undebbangor.com/fi nancial-resources/financial-claim -form

- Use to be reimbursed for costs incurred on behalf of the club

- Treasurer signature required (check your student emails!)

- Two SU approval signatures needed (handled by SU Finance)

- Aim to complete payment within 5-7 working days

- A further 2 working days from payment for funds to clear

- Ffurflen Gais Ariannol

https://www/undebbangor.com /financialresources/financial-cl aim-form

- Defnyddir i ad-dalu am gostau a gafwyd ar ran y clwb

- Gofynnir am lofnod y trysorydd (gwiriwch eich ebyst myfyrwyr!)

- Bydd angen dau lofnod derbyn UM (Cyllid yr UM yn delio â hyn)

- Anelir i gwblhau'r pryniad o fewn 5-7 diwrnod gwaith

- Dau ddiwrnod gwaith pellach ar ôl y taliad er mwyn i'r arian glirio

Taliadau Payments

Ffurflen Gais Ariannol Financial Claim Form

Describe the expense (e.g. Summer BBQ Food)

Disgrifiwch y gost (e.e. Bwyd Barbeciw Haf)

Grant or Fundraising account name and number

Enw a rhif cyfrif grant neu godi arian

Ensure receipt is uploaded. For fuel/mileage claims attach AA route planner screenshot which can be found at https://www.theaa.com/route-planner/route

Sicrhewch bod y dderbynneb yn cael ei huwchlwytho. Ar gyfer hawlio am danwydd/milltiroedd atodwch sgrinlun o gynlluniwr taith yr AA, a ellir cael hyd iddo ar https://www/theaa.com/routeplanner/route

Payee’s full name (as per account), 6 digit sort code and 8 digit bank account number. For international accounts use BIC and IBAN

Enw llawn y taledig (fel y cyfrif), côd didoli 6 digid a rhif cyfrif banc 8 digid.

Defnyddiwch BIC ac IBAN gyda chyfrifon rhyngwladol

Codi Arian Fundraising

Darllenwyr Cardiau Card Readers

- Fundraising Request Form: https://www.undebbangor.com/fun draisingrequest

- One request per card reader, per event

- Collect card reader from Student Centre, once confirmation email is received

- Carry out fundraising

- Funds paid into the SU bank account by our banking provider

- Funds allocated to your fundraising account (for group use) or to the RAG Sports & Societies Charities Account (for charity)

- 7 – 10 working days to show in the accounts

- Ffurflen Gais i Godi Arian: https://www.undebbangor.com/fun draisingrequest

- Un cais fesul darllenydd cardiau, fesul digwyddiad

- Casglwch ddarllenydd o'r Ganolfan Myfyrwyr, unwaith i chi dderbyn ebost cadarnhau

- Cyflawnwch y codi arian

- Telir yr arian i gyfrif banc yr UM gan ein darparwr bancio

- Rhoddir yr arian yn eich cyfrif codi arian (i'r grŵp ei ddefnyddio) neu yng Nghyfrif Elusennau Clybiau a Chwaraeon RAG (ar gyfer elusennau)

- 7-10 diwrnod gwaith i ymddangos yn y cyfrifon

Codi Arian Fundraising

Arian Parod â Delir Cash Paid-In

- Use if no alternative to pay into accounts

- You will be given a green pay-in form at the Student Centre desk

- Count funds and complete form, indicating if funds are for group use or raised for charity

- If funds are from a sponsor, to pay an invoice raised by the SU on your behalf, please give the invoice number

- Cash is banked periodically and will show in your accounts shortly after

- Funds allocated to your fundraising account (for group use) or to the RAG Sports & Societies Charities Account (for

- Defnyddiwch os nad oes modd arall i dalu i mewn i gyfrifon

- Rhoddir ffurflen dalu i mewn i chi gan ddesg y Ganolfan Myfyrwyr

- Cyfrwch yr arian a chwblhewch y ffurflen, yn nodi a yw'r arian ar gyfer defnydd y grŵp neu wedi'i gasglu ar gyfer elusen

- Os yw'r arian gan noddwr, i dalu anfoneb a godwyd gan yr UM ar eich rhan, nodwch rif yr anfoneb

- Mae arian parod yn cael ei fancio'n gyfnodol ac fe fydd yn ymddangos yn eich cyfrifon yn fuan wedyn

- Rhoddir yr arian yn eich cyfrif codi arian (i'r grŵp ei ddefnyddio) neu yng Nghyfrif Elusennau Clybiau a Chwaraeon RAG (ar

Codi Arian Fundraising

Taliadau Ar-lein/BACS Online/BACS Payments

- Pay funds to:

o Account Name: Bangor

University Students’ Union

o Account No: 07019017

o Sort Code: 51-61-28

- Complete a Paying-In Form:

https://www.undebbangor.com/fi nancial-resources/paying-in-form

- Payments will be allocated to the accounts within 7 – 10 working days

- Talu'r arian i:

o Enw Cyfrif: Bangor University Students’ Union

o Rhif Cyfrif: 07019017

o Côd Didoli: 51-61-28

- Llenwi Ffurflen Talu i Fewn: https://www.undebbangor.com/fi nancialresources/paying-in-form

- Bydd taliadau yn cael eu dosbarthu i'r cyfrifon o fewn

7-10 diwrnod gwaith

Codi Arian Fundraising

- Sponsorship Invoice Request Form: https://www.undebbangor.co m/financial-resources/sponsor ship-invoice-request

- Invoice will be raised by SU Finance and sent to the sponsor, the person requesting will be copied in for reference

- Funds will show in your fundraising account when the invoice has been paid

Please ensure that Opportunities have been contacted regarding sponsorship. No invoices are Cais Anfoneb Noddwr Sponsorship Invoice Requests

- Ffurflen Gais Anfoneb Noddwr: https://www.undebbangor.com/fina ncial-resources/sponsorship-invoice -request

- Bydd yr anfoneb yn cael ei chodi gan Gyllid yr UM a'i hanfon at y noddwr, bydd y sawl sy'n gwneud cais yn cael eu copïo i mewn er gwybodaeth

- Bydd yr arian yn ymddangos yn eich cyfrif codi arian pan fydd yr anfoneb wedi'i thalu

Sicrhewch eich bod wedi cysylltu â'r Tîm Cyfleoedd ynglŷn â'ch nawdd. Ni ddylai unrhyw anfonebau gael eu hanfon gan eich grŵp yn uniongyrchol!

Codi Arian Fundraising

Codi Arian Ar-lein Online Fundraising

- Payments to be sent to the Charities account using the Cash Paid-In, Card Readers or Online/BACS Payments process

- Please give the link to your GoFundMe or JustGiving page where you would usually indicate which charity the funds are for

- Funds will be paid out to your page as ‘Undeb Bangor RAG’

- 7 – 10 working days to appear in the accounts

- Taliadau i’w hanfon i’r cyfrif Elusennau gan ddefnyddio’r broses Dalu Arian Parod i Mewn, Darllenwyr Cerdyn neu Daliadau Ar-lein/BACS

- Nodwch y ddolen i’ch tudalen GoFundMe neu JustGiving lle byddech fel arfer yn nodi ar gyfer pa elusen y mae’r arian

- Bydd arian yn cael ei dalu ar eich tudalen  ‘Undeb Bangor RAG’

- Bydd taliadau yn cael eu dosbarthu i'r cyfrifon o fewn 7-10 diwrnod gwaith

Codi Arian Fundraising

Gwobrau Awards

- Charity Team of The Year award (AU clubs)

- Fundraising Award (Societies & Volunteering)

- Awarded at the Societies & Volunteering Dinner and AU Awards Dinner

Only the RAG dedicated accounts, and the RAG Sports & Societies Charities Account, are used in consideration for these awards. It’s really important that your charity fundraising goes through these accounts to keep you in the running!

- Gwobr Tîm Elusen y Flwyddyn (Clybiau UA)

- Gwobr Codi Arian (Cymdeithasau a Gwirfoddoli)

- Gwobrwyir yn y Noson Wobrwyo Cymdeithasau a Gwirfoddoli a Noson Wobrwyo'r UA

Cyfrifon pwrpasol y RAG yn unig, a Chyfrif Elusennau

Chwaraeon a Chymdeithasau

RAG, sy'n cael eu defnyddio i ystyried y gwobrau hyn. Mae'n bwysig iawn bod yr arian a godir ar gyfer eich elusen yn

mynd drwy'r cyfrifon hyn i roi siawns i chi!

Llogi Cerbydau Vehicle Hire

Cerbydau Vehicles

- The SU have 2x MPVs and 1x van to hire out to clubs and societies. We no longer have a minibus fleet. If you wish to hire a minibus then we will make arrangements with an external provider, providing they have a minibus available. We will need a minimum of 48 hours notice if you require a minibus.

- Mae Undeb hefo 2x MPV a 1 xVan, i llogi allan i clwbiau a cymdeithasau, tydi Undeb ddim hefo bws mini dim mwy, os byddwch angen llogi bws mini bydd angen neud trefniad gyda cwmni allanol, os gyn y cwmni bws mini argael, bydd angen 48 hour rhybydd i hyn

Llogi Cerbydau Vehicle Hire

Cymhwysedd Gyrrwr Driver Eligibility

- To drive one of the SU MPV's you must be over 18, have completed the SU Driver Competence Assessment, and hold a clean DVLA Driver's Licence

- To drive the SU Van you must be over 21, have completed the SU Driver Competence Assessment, and held a clean DVLA Driving Licence for a minimum of 2 years

- To drive an External Minibus Hire you must be over 21, have completed the SU Driver Competence Assessment, and held a clean DVLA Driving Licence for a minimum of 2 years

- I yrru un o’r MPVs UM mae’n

rhaid i chi fod dros 18, wedi

cwblhau’r Asesiad

Cymhwysedd Gyrrwr UM, ac yn meddu ar Drwydded Yrru

DVLA lân.

- I yrru’r Fan UM mae’n rhaid i chi fod dros 21, wedi

cwblhau’r Asesiad

Cymhwysedd Gyrrwr UM, ac wedi dal Trwydded Yrru lân

DVLA am o leiaf 2 flynedd.

- I yrru Llogi Bws Mini Allanol

rhaid i chi fod dros 21, wedi

cwblhau Asesiad

Cymhwysedd Gyrrwr UM, ac

wedi meddu ar Drwydded

Yrru DVLA lân am o leiaf 2 flynedd.

Llogi Cerbydau Vehicle Hire

Asesiad Cymhwysedd Gyrrwr Driver Competence Assessment

- To arrange an SU Driver Competence Assessment, please contact: undeb@undebbangor.com

- I trefnu am Asesiad Cymhwysedd Gyrrwr, plis cysylltu gyda: undeb@undebbangor.com

Llogi Cerbydau Vehicle Hire

Telerau Defnydd Conditions of Use

- Please take all rubbish with you when you return the vehicle

- Report any soiling that may need to be professionally cleaned: undeb@undebbangor.com

- Ensure you report any faults or accidents to the SU immediately

- Your group may be held responsible for payment of parking (and other vehicle related) fines incurred during your use of a vehicle

- Ewch a'ch holl ysbwriel gyda chi pan fyddwch yn dychwelyd y cerbyd

- Adroddwch am unrhyw faeddu a all fod angen cael ei lanhau'n broffesiynol: undeb@undebbangor.com

- Sicrhewch eich bod yn adrodd am unrhyw ddiffygion neu ddamweiniau i'r UM ar unwaith.

- Mae’n bosibl y bydd eich grŵp yn gyfrifol am dalu dirwyon parcio (a dirwyon eraill sy’n ymwneud â cherbydau) a gafwyd yn ystod eich defnydd o gerbyd

Llogi Cerbydau Vehicle Hire

Cais Llogi Cerbyd Vehicle Hire Request

- Vehicle Hire Request Form: https://www.undebbangor.c om/vehicles/vehicle-hire-re quest

- Once booking has been processed, email confirmation and instructions will be sent

- Ffurflen Gais Llogi Cerbyd:  https://www.undebbangor.com/ vehicles/vehicle-hire-request

- Unwaith i'r cais gael ei brosesu, bydd cadarnhad a chyfarwyddiadau yn cael eu hanfon dros e-bost

Llogi Cerbydau Vehicle Hire

Taliadau Charges

- Mileage charged on vehicle use

- Fuel card provided for fill ups

- Grant or F/R account, please specify

- Charges billed monthly

- Costau milltiroedd wrth ddefnyddio cerbyd

- Cerdyn tanwydd yn cael ei ddarparu ar gyfer llenwi

- Grant neu gyfrif F/R, nodwch fanylion

- Taliadau'n cael eu codi'n fisol

- Minibuses:

o Up to 200 miles - £0.60 per mile

o 201 miles and over - £0.40 per mile

- Vans and MPVs:

o Up to 200 miles - £0.40 per mile

o 201 miles and over - £0.20 per mile

- Bysys mini:

o Hyd at 200 milltir - £0.60 y milltir

o 201 milltir neu fwy - £0.40 y milltir

-   Faniau ac MPVs:

o Hyd at 200 milltir - £0.40 y milltir

o 201 milltir neu fwy - £0.20 y milltir

Printio Printing

Taliadau Charges

- Charged per page

- Charges billed at the end of academic year

- From grant account

- A4

o Mono - £0.05 per page

o Colour - £0.15 per page

- A3

o Mono - £0.08 per page

o Colour - £0.24 per page

• Telir fesul tudalen

- Ceir bil ar ddiwedd y flwyddyn academaidd

- Gyfrif grant

- A4

o Mono - £0.05 y dudalen

o Lliw- £0.15 y dudalen

- A3

o Mono - £0.08 y dudalen

o Lliw- £0.24 y dudalen

Diolch! Thanks!

- If you have any questions or difficulty accessing or understanding this information, then please contact: finance@undebbangor.com

- Appointments at the Student Centre Monday and Friday, 9am – 5pm

- Os oes gennych chi unrhyw gwestiynau neu'n cael anawsterau wrth gael mynediad at neu ddeall y wybodaeth hon, cysylltwch â:  finance@undebbangor.com

• Apwyntiadau yn y Ganolfan Myfyrwyr ddydd Llun a dydd Gwener, 9yb – 5yh

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