Budgeting 101

Page 1

SGA PRESENTS

BUDGETING 101

A STEP-BY-STEP GUIDE THE FOLLOWING INFORMATION IS ONLY RELEVANT TO ORGANIZATIONS CHARTERED UNDER COLLEGE COUNCIL

THE BIG PICTURE CLUB A BUDGET

CLUB B BUDGET

CLUB C BUDGET

FA15 Events

FA15 Events

FA15 Events

SP16 Events

SP16 Events

SP16 Events

FA15 BUDGETS ARE UNAFFECTED

Funds for events dated for Spring 2016 on current budgets are reclaimed by College Council and deposited into a shared fund

Funds are then allocated for Spring 2016 Budgets from the shared fund based on actual spend from Spring 2015

CLUB A

CLUB B

CLUB C

SP16 Events

SP16 Events

SP16 Events

AMOUNT BASED ON SPRING 2015 ACTUAL SPEND

SP16 New Budget

SP16 New Budget

SP16 New Budget

CLUB A

CLUB B

CLUB C


SGA PRESENTS

BUDGETING 101

A STEP-BY-STEP GUIDE

YOU WILL BE EMAILED YOUR SPRING 2015 ACTUAL SPEND TOTAL

BASE YOUR SP16 BUDGET REQUEST ON EVENTS THAT YOU HOSTED IN SPRING 2015

APPLY FOR YOUR SP16 BUDGET VIA ORGSYNC

YOU WILL RECEIVE UP TO YOUR SP15 ACTUAL SPEND TOTAL FOR YOUR SP16 BUDGET, SUBJECT TO CC GUIDELINES

NEW EVENTS AND FUNDING FOR NEW CLUBS CAN BE APPLIED FOR THROUGH THE SUPPLEMENTAL FUNDING PROCESS


SGA PRESENTS

BUDGETING 101

A STEP-BY-STEP GUIDE

BUDGETING ON ORGSYNC STEP 1 ENTER YOUR ORGANIZATION'S PORTAL AND ACCESS THE TREASURY

1

STEP 2 CLICK "MANAGE BUDGETS"

2

3

STEP 3 CLICK "NEW BUDGET"


STEP 4 TYPE YOUR CLUB NAME FOR "BUDGET NAME"

4

STEP 5 SELECT A CATEGORY AND NAME YOUR EVENT; BUDGET ITEM IS AN EVENT

5 7

8 9

STEP 6 COMPLETE THE POP UP FORM STEP 7 SELECT A LINE ITEM CATEGORY AND DETAIL EXPENSES BY LINE ITEM

10

STEP 8 PROVIDE DESCRIPTION OF LINE ITEM AND INCLUDE # OF UNITS IN PARENTHESES

6

STEP 9 TOTAL COST PER LINE ITEM (UNIT PRICE x # UNITS) STEP 10 INCLUDE A BRIEF DESCRIPTION OF EVENT


STEP 11 UPLOAD DOCUMENTATION TO CONFIRM LINE ITEM PRICES

11

12

STEP 12 BUDGETS WILL BE REVIEWED AND YOU WILL BE NOTIFIED IF THEY ARE APPROVED

PLEASE NOTE: BUDGET ITEMS ARE EVENTS. ADD ALL OF YOUR SP16 EVENTS TO ONE BUDGET REQUEST. DO NOT SUBMIT A REQUEST FOR EACH EVENT!


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