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Memberships

Overview

The university exercises strict control over memberships in professional organizations. Institutional membership reflects upon the university, and proper stewardship of the university's image and reputation dictates with which organizations the university should identify. Authority for approving memberships on behalf of the university is a responsibility assigned by the Board of Trustees to the President of Purdue University. The president in turn has delegated this authority to other key individuals, including regional campus chancellors.

General Guidelines

Personal / Individual memberships in any organization may not be purchased with university funds.

Memberships in social or civic organizations may not be purchased with university funds.  Membership requests for such organizations should be made to the Indiana-Purdue Foundation.

Examples of social and civic organizations include:

  • Chambers of Commerce
  • National Civic League
  • American Bar Association
  • American Civil Liberties Union
  • League of American Voters
  • NAACP
  • Urban League
  • National Organization of Women
  • American Red Cross
  • United Way
These are just a few of the many civic and social organizations in existence.

Institutional memberships in professional organizations may be purchased with university funds. Request for membership costing no more than $250 need only department head and dean / administrative officer approval. Requests for new memberships costing more than $250 dollars must also be approved by the Chancellor.  Memberships costing more than $2500 or more per year must also be forwarded to the University President for approval.

Approvals

All memberships must receive approval before they are purchased.  Departments desiring to purchase a membership must submit a memo to the Chancellor, in the format shown below:

The memo below is a sample, not a form. The actual memo should be prepared on department letterhead and should follow the format outlined below.
TO:     Chancellor

FROM:   (department)
RE:     Request for Membership


Name of Requesting Department: (your department's name)

Name of Organization: (name of the organization you want to join)

Organization Mission: (provide a general description of 
the organization and its mission.)

Benefit of Membership to the University: (describe how membership
in the organization benefits your department)

Institutional Representative: (the name of the individual in your
department who will serve as the representative for the univer-
sity)

Account Number to Charge (the account number the membership will
be charged to. Sponsored programs {funds 500-699} must meet OMB
Circular A-21 restrictions on memberships.)

REQUESTED:

________________________________________        ______________
Head of Department, Office, or Program               Date

APPROVAL RECOMMENDED/APPROVED:

________________________________________        ______________
Dean, Director or Administrative Officer             Date
for the Department
(Deans, Directors and Administrative Officers may approve
memberships up to $250)
APPROVAL RECOMMENDED:
________________________________________ ______________ Manager of Accounting Services Date (Manager of Accounting Services reviews all requests for
compliance with university policy on memberships on behalf of the Vice Chancellor for Financial Affairs)
APPROVED: ________________________________________ ______________ IPFW Chancellor Date (The Chancellor may approve memberships costing between
$250 and $2500)
________________________________________ ______________ Purdue University President Date (Memberships costing in excess of $2,500 must have the
approval of the University President)

Obtain your departmental and school/division/administrative unit approvals. Then attach the the memorandum, the original membership application, and any supporting documentation that describes the organization and its benefits (e.g. membership brochure) to an Invoice Voucher and forward the entire package to Accounting Services.

Accounting Services will review the materials for compliance with university policy. If your membership requires the approval of the Chancellor and/or the university president, Accounting Services will handle getting those approvals.

General Ledger account 533620 is used for memberships. The original approval will be permanently retained by Accounting Services to facilitate membership renewals. A copy will be sent to the department for its records.

Personal /Individual Memberships

A personal membership is defined as a membership that is in intended for the benefit of a single individual rather than for the institution (e.g. a department, division, office or program. The university does not purchase memberships for the benefit of individuals.

If an organization does not offer institutional memberships, then the University will not purchase it except under the following cirucmstances:

  1. Membership is required for the purchase of a journal;
  2. Membership allows a periodical or journal to be purchased at a discounted rate, and the expected savings from the discount exceeds the cost of membership.
  3. Membership included in a conference registration fee allows for a reduced rate to attend the conference and the savings over the the non-member registration fee rate is greater than the cost of individual membership in the organization .

Restrictions for Sponsored Program Funds (500-699)

Generally, the purchase of memberships on sponsored program funds (500-699), is prohibited by OMB Circular A-21, Exceptions may only be granted under the following circumstances:

  • membership is required in order to obtain a desired journal or periodical; or
  • membership allows a periodical or journal to be purchased at a discounted rate and the expected savings from the discount exceeds the cost of the membership;

Additionally, both of the following circumstances must apply:

  • the journal or periodical is not readily obtainable from another source, such as another department, departmental library, or a colleague; and
  • the journal is required to meet the academic mission of the department.

 


Sources:

Purdue University Business Procedures Manual

Purdue University President's Memorandum "Re: University Memberships", July 20, 1992

Purdue University Office of the Comptroller Memorandum "Personal Memberships", January 28, 1994

Purdue University Accounting, Costing & ECCO Memorandum, March 6, 2008


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Disclaimer

The information contained on this site is based on official Purdue University policy as promulgated through the Purdue University Business Procedures Manual (BPM). TheBPM is available only in HTML format at http://www.purdue.edu/bpm/BPM/. The IPFW Accounting Services Web Site comprises the essential content of the Business Procedures Manual, with certain adaptation for situations unique to the Fort Wayne Campus. While every effort has been made to be consistent and accurate, erroneous information may appear. The presence of erroneous information on this web site in no way changes official University policy nor relieves University employees of their responsibility to act in accordance with University Policy.

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