Event Planning Timeline

Have the event budget planned. Verify the vendors with your advisors. Know the purchase limitations.

Ensure funding is secured. Plan your purchasing method (PO or PCard).

If using PCard, schedule a time to pick up card and use. Verify funding has been transferred to your organization's account. Submit the Event Vendor Request form.

Ensure all purchases are in order or have been placed. Keep all documents related to purchases made prior to event.

Keep any original documents from deliveries or purchases.

Fill out Receipt Submission Form. Scan a copy for your organization's records. Make sure PCards are returned.

Ensure ledger reflects purchases that were made. Ensure any excess funding that needs to be returned is transferred.