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									Club’s Budget Manager’s
Meeting


Corey Edwards, Chair
Ann Duginske, Controller

IMPORTANT: Sign up so we know
who you are and who you are
representing
What is Student Allocation’s
Committee?
   The Student Allocations Committee (SAC) is a
    standing committee of the University of Wisconsin
    Oshkosh (working with, but independent of OSA)
    and distribute Student Segregated University Fees
    (SUF) to requesting student organizations and
    department clubs. This committee, with a student
    majority, currently spends approximately one million
    dollars of the Student Segregated Fee that students
    pay in their tuition, and are used to provide the
    students at the University of Wisconsin Oshkosh
    with useful services, activities, and other programs
    that benefit the students.
   SAC functions on the rules and policies laid out
    within the committee’s Policies and Procedures
    Manual (PPM)
    Source of Allocation Funds
   Every enrolled student pays the
    Segregated Fee each semester as part
    of tuition. This amount is the same for
    any and all full time students is used to
    support student activities, services, and
    programs on campus.
        Current Seg Fee for Spring 2010: $436.00
   Examples of where this money goes:
    Reeve Union, Titan Stadium, and
    Radford Health Center, Student
    Recreation and Wellness Center.
What is a Club? What is an
Organization?

   University Clubs are groups on
    campus that have a limited impact
    due to a core focus of academic
    disciplines.
       Ex: English Club, Accounting Club etc.
   University Organizations are groups
    available to all students that join
    around common characteristics,
    goals, initiatives, or philosophies.
       Ex: Circle K, College Democrats etc.
Funding Requirements for Clubs

   Each group must be annually
    recognized by OSA. Groups who fail
    to receive OSA recognition in the
    fall will have their accounts frozen
    until recognized.
   Groups must be open to all
    students. Clubs may not exclude or
    restrict membership or participation
    in any way.
What is a Budget?

   A plan for expenses of future
    events, projects, or other expenses.
   To formulate your budget you will
    need to plan out your future
    expenses one year in advance.
How is a budget created?

   Your budget should be created
    using inputs from the exec. board,
    general membership, department
    and your advisor.
Steps to creating a budget.

   Look at annual events.
   Historical costs.
   3% increase (advised), however
    with justification or lack there of
    any amount of funding may be
    decided by the committee.
Non-Fundable Events

Non-fundable Events:
 Travel
 Conferences
 Off-campus events
 Banquets
 Philanthropic Events
 Recruitment/Employment
 Related Events
Funding Restrictions for Clubs
o   Maximums Per Event:
    Advertising: $40 per event
    Honoraria: $200 (varies according to
    distance)
    Equipment Rental: $30 per event
    Reception/Food: $40 per event
Capital Purchases

   All capital purchases (etc.
    computers or other larger
    purchases) should be treated as one
    time only expenses and be made
    through a separate request.
Non-Student Funding

   With the exception of advisors or
    contributing members, no funding is
    allowed to be used toward non
    students.
       Section 7.09 of PPM of SAC
Putting it together….

   Your budget must have: a mission
    statement, narrative summary,
    schedule of events, and your
    budget spreadsheet.
Mission Statement

   This describes the purpose and
    objective of your group.
   We use this to ensure that the
    requests being made are inline with
    your group’s mission.
Narrative Summary

   This is a break down of the different
    line item requests.
   It should be done in paragraph
    format and explain how the total
    amount of each line was
    determined.
Schedule of Events
   Put together a list of planned events so that
    the committee can get a feel for your
    groups plans.
   This is very important for clubs, we fund
    clubs based primarily off of events, and
    thus all expenses should relate to a specific
    event. This schedule should include dollar
    amounts for each event, which then should
    correspond to your narrative summary and
    budget spreadsheet.
Spreadsheet

   Spreadsheets are available in
    Student Allocation’s Committee’s
    Titan Files Account, each club has
    one, unless your club does not have
    any past spending.
       Titan Files Tutorial
   Also available upon request from
    Committee
       Will be sent out to Clubs through email
Submitting Your Budget
Submit Packet to Allocation’s Office:
Each “packet” must contain the:
 Budget Cover Page

 Club Questions

 Requested Events


Each individual packet must be: 15 copies
 Collated

 Stapled together

 Three-hole punched
Submitting Your Budget Online

   Titan Files:
       You will be invited to a Titan Files
        account once your provide your
        updated information today.
       Upload your budget to folder marked
        “Club Budget Submissions”

       https://titanfiles.uwosh.edu
Budget Hearings

   Time Slots will be posted on the
    outside of Allocation’s Door next
    week.
       Pick a time from 3-6pm on April 6th,
        April 7th, and April 8th that you can
        present your request in Reeve Union to
        the Committee
Presentation

   A run through of the narrative
    summary, schedule of events.
   Question and answer.
Revised Budgets

   After being notified of approved
    funding, you must submit a revised
    budget.
   Any line item changes other than
    travel, capital, or employee.
Additional One-Time Requests

   If your club would like to make an
    additional one-time request for
    funding for a specific event, please
    follow rules and guidelines in
    request form on our Web site and
    Orgsync.
       Email committee at SAC@uwosh.edu
WISDM

o   WISDM is the UW-System
    equivalent of online-banking for
    your club’s account. You can use it
    to check your account balance and
    any expenses for the year.
o   To get WISDM authorization you
    must download, print, and fill out
    the WISDM authorization form from
    Web Site and submit it to Financial
    Services in Dempsey.
Financial Services

   Located in Dempsey, 2nd Floor, in
    Administrative Services.
       Handles all financial work of university
   Financial Forms
       How do you spend your money?
       Available on Orgsync
Annual Report

   Easiest way to compile the annual
    report is to start keeping records of
    purchases now.
       Get extra receipts of EVERY
        transaction.
   Templates will be provided.
Time Line

   April 2nd, Friday: Budget Request
    Due
   April 6th, 7th,8th: Budget Hearings in
    Reeve from 3-6pm
   April 13th: Budget Hearings End
   April 26th-April 30th: Notification of
    Revised Approved Budgets
   August 15: Final draft of Annual
    Report due
Questions.

								
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