Budget Managers Meeting

1. Budget Managers Meeting Presented by the Student Allocations Committee

2. What is SAC? • The Student Allocations Committee is a standing committee of the University of Wisconsin Oshkosh whose purpose is to provide the maximum benefit possible to the UW Oshkosh campus community through the fair, equitable, and viewpoint neutral distribution of allocable segregated fees to student recognized student organizations. • The SAC shall make funding decisions in a viewpoint neutral manner, without regard to religion, gender identity/expression, disability, political affiliation, age, sexual orientation, veteran status, or race. • Operate on zero-base budget model. This means that each group must justify their entire budget each year.

3. Budget Managers Meeting *Happening right now

4. Who can receive funding? • Sports Clubs are NOT funded by SAC • Sports Club Budget Meeting is on October 16 at 9pm in the SRWC Conference Room (questions please e-mail Tony Dirth) • Funding is open to all student organizations who are officially recognized by the Oshkosh Student Association (OSA). • Student organizations whose membership is open to allUW Oshkosh students. • Student organizations who justify and turn in a budget in line with the current policies and procedures manual (PPM) as well as the criteria and timelines presented today.

5. Important Dates: • Budget Managers Meeting- Currently attending • Budgets due: Friday, November 1st at 5:00pm • Registered Student Organization training(RSOT) - Monday, October 7th • Club and Org Budget hearings - November/December • Informed of Budgets from Student Allocations - March/April

6. How to Prepare your organization’s budget!

7. Mission Statement Narrative Spreadsheet Structure:

8. Should state the purpose and mission of your organization; Should be between ½ to a 1 full page; Include at the beginning of the narrative. The Mission Statement:

9. For every line item that the organization requests funding for, please justify what the organization will be using funds for. This should include: • How much money each item will cost; • How many people are expected to attend; • Official quotes; • And any other important information for the event/item. The Narrative: Download at: https://uwosh.edu/sac/forms/

10. The Narrative:

11. The Appendix to the Narrative:

12. Download the Budget Spreadsheet at: https://uwosh.edu/sac/forms/ • Only fill in Colum B. • Do not delete rows you are not requesting funding, simply put “0”. Budget Spreadsheet:

13. Example: Budget Worksheet(Excel)

14. Questions?

15. Important Forms • Meal with Requisition • Approved Off-Campus Food Vendors • Direct Payment Request Form • Travel E-Reimbursement • Line item expense codes • WISDM Authorization Form Find these forms at http:/adminsevices.uwosh.edu/finances-services/forms/

16. Unexpected Expense Form: (New OTR Form) Due every Friday by 3:00PM

17. We have a new PPM! (Policy and Procedures Manual)Please See: https://uwosh.edu/sac/forms/

18. Important! Budget Deadline- Friday,November 1st Budgets must be sent to sacbudget@uwosh.edu by 5:00PM ***No late budgets will be accepted*** Budget Hearings- you will be sent a message on Presence to sign up for a time-slot.

19. Contacts: Tyler Klaver: klavet08@uwosh.edu Luiz Spim Chairman Email: sac@uwosh.edu Office Hours: Monday: 1-5 pm Friday: 8-11 am 1-4 pm Drew Krepline Controller Email: sacbudget@uwosh.edu Office Hours: Monday: 8 am – 12pm Tuesday: 9:30am – 11:30am, 5-6pm Thursday: 9:30am – 11:30am, 5-6pm

20. Questions? Thank you!