Standard
Operating Procedures
Annual
Budgetary Process
15 Jan 2009
1. POLICY
(OPR: Treasurer).
1.1 The UCCPAAA
Treasurer will develop an
annual budget in a rational and timely manner (OPR: Treasurer).
1.2 The Treasurer
will also ensure that adequate
resources are provided for future projects and programs consistent with
the financial
security and viability of the UCCPAAA
(OPR: Treasurer).
2. PROCEDURES (OPR: multiple).
2.1 Beginning in
September of the current
Fiscal Year (FY), the Treasurer will forward a copy of the previous
year’s
revenues and
expenses to the
respective Board and Committee
chairpersons for
their review (OPR: Treasurer).
2.2 Each
committee chairperson will forward
their next year’s forecasted revenues/expenses to the appropriate
Executive
Committee
Board (ECB) reviewer for coordination no
later than November
1 of the
current FY (OPR: committee chairpersons).
2.3 ECB review
meetings with concerned committee
chairpersons will be conducted prior to December 15 to both select and
prioritize
next year’s programs and projects to
resolve funding
adequacy (OPR:
ECB).
2.4 The final
ECB-approved budget will be
submitted to the general membership at the January regular meeting.
(OPR: ECB).
2.5 The Treasurer
will include any budget
deviations as part of his/her customary financial reports at the
monthly
UCCPAAA member
meetings (OPR: Treasurer).
