|
BUDGET (continued)
Local
Branch Revenues
Event 1
and 2 - Revenues should be estimated for all events. Professional development
and social events should be budgeted to make a profit in order to assist
in the financing of other programs (Issues Forums, AGM, the President's
Visit, Outreach Activities, College programs, Teacher Recognition and
Mentoring Programs that may have to be subsidized). In setting prices,
both the local expenses and head office expenses for promotion and gifts
should be taken into account.
Other -
This item is for revenue generated from other than events. Bank interest
is an example.
Local
Branch Expenses
Executive
Committee - Facilities, food and beverage expense for the executive
and appreciation plaques may also be budgeted here. However, recognize
that APEGGA also presents Voluntary Service Awards for 6 years of service.
Network
- Expenses in running the branch network of responsible members may
be budgeted under this item.
Travel
& Accommodation - Local expense only should be budgeted here. In
the case of branches with significant travel distances between population
centres, executive members only may be reimbursed for travel at the
APEGGA-approved kilometrage rate. These costs should be minimized through
car-pooling where possible.
Stationery
& Printing - Local stationery purchases and arrangements for printing
with local suppliers are budgeted here. Head office printing of promotional
material will show up under photocopying in the total branch budget.
Postage,
telephone (probably long-distance only), photocopying and courier -
Local expenses only. Head office expense show up under the total branch
budget.
Event 1
and 2 - See revenue above.
Outreach
(K-12) - This budget item identifies meals, travel (at the APEGGA-approved
kilometrage rate) and other program expenses associated with elementary
and secondary school activities. This would include the purchase of
trophies or awards (if purchased locally), their updating, support for
science fairs and math competitions.
College
(1st year transfer) - This budget item identifies meals, travel and
other program expenses associated with the 1st year transfer programs
in local colleges. These students must be enrolled in a University transfer
program that qualifies them to enter directly into the second year of
an undergraduate engineering program at the U of A or U of C. Activities
include financing awards for appropriate competitions, organizing mixers
where students meet members and learn more about the professions, and
making presentations to them about APEGGA, professionalism and ethics.
Scholarships shall not be awarded to prevent conflict with the APEGGA
Education Foundation.
Mentoring
- All costs for recruiting, training, matching, recognizing and recording
mentors appear here.
Other -
This item is for charges not covered above.
APEGGA
Advances - APEGGA will advance money to the branches to ensure
that they have sufficient funds on hand to operate. The branch will plug
in the amounts and the timing to meet the short term objectives above.
The branch should only budget for a maximum of 2 advances per year.
Event
1 and 2 Description - A few words to describe the event should
be entered at the bottom of the spreadsheet.
Section
II - Expenses Paid by Head Office and Allocated to the Branch
Head office
will estimate the expenses based on branch input. A simple yes or no for
attending Council, Summit and the AGM will suffice. Marking the number
of promotional pieces and the number and description of the gifts will
also generate an estimate of the expense.
Recovery
of Expenses
The expense
claim should be used and submitted either to the branch for a local expense
or to head office for travel to Council, Summits or AGM. The Expense Claim
Form is in Appendix D.
back
to page one of Budget
|
