Resources

Hello! Welcome to the section resources page. This page was created for your one stop shop for SWE goodies you need during your year as section president. The first half of the page is dedicated to Report Templates while the second half is dedicated to free online resources. Hope you enjoy and feel free the leave a comment.

Report Templates

Through the year, section presidents need to turn in:
1. 5 quarterly reports (9/25/2014, 1/25/2015, 4/25/2015)
2. Annual Report (06/30/2015)
3. Financial Report (06/30/2015)
4. EIN (Tax ID Number) (ASAP after receiving)
5. Bylaws (Return ASAP after member vote)

1. Quarterly Reports
Collegiate Section Report Template
Quarterly reports summarize your section’s progress towards its goals, activities, and accomplishments. The deadline set by the current RCR(s), thus changes year to year. For Fiscal Year (FY) 15, they are due 9/25/2014, 1/25/2015, 4/1/2015, and 6/30/2015.

2. Annual Report
How to Submit Annual Reports Online (President Only)
Written Instructions for Annual & Financial Reports
Annual reports let SWE know how is your next set of officers for the next year. Without this file, we do not have the current contact information of your board. Keep in mind, the president of that term (in this case 2011-2012) is the only person that has access to submit online. NOTE: Make sure you fill in ALL the blanks or else you will be getting calls for next year’s president asking you why this was not filled out.

There are different ways to turn in the Annual Report at the end of your term. The easiest way is to submit online as opposed to filling out the word document below. The “How to” file above are screen shots of where you need to click in order to submit these documents.

Collegiate Annual Report

The instructions now are to scan and e-mail copies of the signed reports to the address on the application. The report forms should be on the SWE website now.  Please encourage members to use the FY13 form and not a previous version.

3. Financial Report
How to Submit Financial Report Online (Treasurer Only)
Written Instructions for Annual & Financial Reports
Similar to the annual report, it is required for FY12 that you fill out the excel document. Keep in mind only the treasurer has access to these files online.

Financial Report and EZ Financial Report
It is required that you use this form and mail/fax/email the report to hq@swe.org and cc the current RCR(s). The EZ financial report is for sections that are under $10,000. All other sections use the top link.

4. EIN (Tax ID Number)
E-postcard Instructions
EIN Request Form
Tax Exemption Request Form
EIN How-To Guide

5. Bylaws

Section Bylaw Approval Process
Collegiate Section Bylaws Template

Free Online Resources

Host a CLCC event – free leadership training for SWE sections

Pick out your modules and contact the CLCC leader in your region: sweclcc.wordpress.com

Get an SWE Forwarding Email
a. Get Professional Email (firstname.lastname@swe.org)
b. Forwards to any email of your choice
c. It’s Free!
Get a SWE Email now!
Reference Page: Official Instructions

Use the Official Powerpoint Template!
a. Save you hours trying to decide a template.
b. It’s professional looking~
c. It’s Free!
Powerpoint Template

Use the SWE Logo!
a. Make sure you use the official SWE colors when you use green and yellow
“Green”: 0Red, 155Green, 89Blue
“Yellow”: 217Red, 204Green, 97Blue
Logo Toolkit (includes 3 different logos)
Reference Page: Official Guidelines

The instructions now are to scan and e-mail copies of the signed reports to the address on the applicationThe report forms should be on the SWE website now.  Please encourage members to use the FY13 form and not a previous version.

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