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

2. 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

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

4. IRA BUDGET REQUEST FORM
Line Item Explanations

5. IRA BUDGET REQUEST FORM
Budget Questionnaire

6. 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

7. Annual Budget Requests
Annual Budget Timeline
Budget Information
Annual Budget Requests
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
to Ivonne Cabezas
Allocations/Relines
Budget notifications on approved allocations will be sent out in July-August 2016
Relines are due before any funding can be spent

8. 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:

9. 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

10. International Travel Policy

11. 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

12. 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.

13. ASI Director of Financial Services Lead Financial Services Coordinator
Contacts
Contacts
Extension 2474
Lisa Rotunni
IRA Co-Chair
Extension 3627
ASI President Elect
Extension 2844
Carol Lee
ASI Director of Financial Services
Extension 6859
Ivonne Cabezas
Lead Financial Services Coordinator

14. Questions?