Annual IRA Budget Workshop and Information Session Monday February 1, 2016

Presentation Out PRESENTATION OUTLINE IRA Budget Request Form Annual Budget Process Annual Budget Timeline IRA Fee Revenue Domestic Travel Policy International Travel Policy CSU Background Check Policy Questions

IRA BUDGET REQUEST FORM A. Total income B. Total expenses C. Requested Amount

IRA BUDGET REQUEST FORM Line Item Explanations

IRA BUDGET REQUEST FORM Budget Questionnaire

Annual Budget Process Each IRA group prepares an annual budget request The budget request is submitted to ASI Financial Service by the due date: March 11, 2016 ASI Financial Services compiles the annual budget request submissions and prepares budget spreadsheets for the Committee The annual budget requests are reviewed and discussed by the IRA Advisory Committee The annual budget allocations are recommended by the Committee to the campus CFO and president for final approval

Annual Budget Requests Annual Budget Timeline Budget Information Annual Budget Requests 2016-17 Annual Budget Requests Due by March 11, 2016 Before 5:00 pm to ASI Financial Services Budget Forms All budget requests must be typed and fully completed Required attachments should be provided Email to Ivonne Cabezas (imcabezas@cpp.edu) Allocations/Relines Budget notifications on approved allocations will be sent out in July-August 2016 Relines are due before any funding can be spent

Forms can be accessed via ASI Websites: IRA Fee Revenue Total IRA fee revenue = Enrollment headcount X fee per student IRA fee per student does not change from year to year Projected enrollment Possible addition of new IRA groups Anticipated increases in funding request for existing groups Forms can be accessed via ASI Websites: http://www.cpp.edu/~cppira/ http://asi.cpp.edu/services/financial-services/

Domestic Travel Policy ( E.O. 1041) All students traveling or participating in CSU affiliated programs are required to complete : Release of Liability Waiver Travel Authorization Form 3 weeks prior to domestic travel Driver’s information (Travel forms can be obtained at the ASI website http://asi.cpp.edu/services/financial-services/)

International Travel Policy

International Travel Policy International Travel Policy ( E.O. 1041) All students traveling or participating in CSU affiliated programs are required to complete : Release of Liability Waiver Travel Authorization Form 3 months prior to international travel Driver’s information (Travel forms can be obtained at the ASI website http://asi.cpp.edu/services/financial-services/)

CSU BACKGROUND CHECK POLICY IRA groups are required to be in compliance with the CSU Background Check Policy that requires background checks for those members, volunteers and independent contractors who are involved in handling cash, checks and credit cards, work with minors or have access to sensitive information.

ASI Director of Financial Services Lead Financial Services Coordinator Contacts Contacts Extension 2474 lmrotunni@cpp.edu Lisa Rotunni IRA Co-Chair Extension 3627 asipresident@cpp.edu ASI President Elect Extension 2844 cllee@cpp.edu Carol Lee ASI Director of Financial Services Extension 6859 imcabezas@cpp.edu Ivonne Cabezas Lead Financial Services Coordinator

Questions?