How to Create & Submit Creating a Budget Request for an SG Funded Organization • • • The Budget Request system is located within the SG online system for requesting expenditure of funds known as DOCUTRAQ. Log into the Docutraq system. It may be accessed from www.docutraq.sg.ufl.edu While completing requested budget refer to the Budget Checklist to ensure request is in compliance with current finance codes http://www.sg.ufl.edu/Documents/Finance/Pdf/BUDGET%20CHECKLIST.pdf 5 Steps to Complete a Budget Request 1. 2. 3. 4. 5. 6. Confirm Organization Projects, Programs, and Services Travels and Services Attendance and Goals Review Finished Step 1: Confirm Organization • The dashboard for your organization will display “Your Budget.” A drop down menu will appear when that link is activated. • Select “Create a Budget Request” to start the process. Refer to screen shot on next slide. • Confirm you are logged into the organization you want to create the request for. CAUTION: Please read the ATTENTION block at top of screen shot on the next slide. DO NOT: Click the “Submit” button found in step 5 until you have made all the changes you want in the request. When ready to submit final budget request select “Next.” Step 1: Confirm Organization Cont’d. Step 2: Projects, Programs, and Services • Select “+ New Project” to add an event or project to the request. • If you are attempting to edit an existing request (BEFORE the submission deadline) and you have not submitted the request in Step 5, you may use the “Loading an Existing Project” to go back and edit an existing project. Step 2: Projects, Programs and Services Part I. • Part I: Project Summary. See screen shot next slide.  Title: brief, descriptive name for activity or program being requested  Priority: move scale from low to medium to high. If no priorities are given in the budget, committee will assume all projects are of equal value  Purpose of Activity: brief explanation of event  Benefits: all expenditure of funds are to benefit the entire student body Explain how this project benefits the entire student body.  Locale of Project: place where event is anticipated to be held Step 2: Projects, Programs and Services Part I.  Expected Attendance: This is a mandatory field. Based on available information, how many people do you expect to attend the event?  Previous Attendance: If this event was held last year, how many people attended? If it is a new event enter N/A. Step 2: Projects, Programs and Services Part II (see screen shot slide #10) • • • • • Programs (2): under this line put any costs associated with the event that does not fall under any other line. Typically:  Venue costs: Refer to last slide in this presentation called “ Appendix A “ for Reitz Union pricing.  Performance fees (DJ’s max pay $200)  Decorations (max $200 per event)  Note: No A&S Fees may be used on an event hosted at a private residence. Advertising (6): i.e. Facebook ads, tarp & paint, flyers etc.  Events requesting food have to show how the event is advertised.  Maximum amount for Facebook ads are $25 per request per event.  Tarp & tape is a maximum of $20 per event. Awards (16): Recipient must be determined by a competition. Maximum amount allowed is $30 per award per person. Copies (57): Funding can only be used in SG Copy Center. Cost is $0.10 for color copies and $0.06 for black and white copies. Food (66): Any item for human consumption. Step 2: Projects, Programs and Services Part II ( Slide # 10) Step 2: Projects, Programs and Services Part II Cont’d. • To add another project select “+ NEW PROJECT” or you may edit a project you have already entered by selecting “ Load an Existing Project.” • Selecting “Next” will take you to Travel and Services. Travels and Services Part I  Complete all information requested for each trip that your group expects to take next year.  Requested funding may not include any food costs.  Maximum of $350 per person is allowed.  Maximum of 49% of budget maybe Travel.  Hotel costs should be $60 per night for in-state and $75 per night for out-of-state. Travel and Services Part II (Refer to Slide #14) • Transportation:  Airline ticket costs must be based on internet search for tickets purchased at least 2 weeks before departure.  Mileage is strictly an estimate of miles multiplied by 34 cents per mile. Travelers will be paid for gas and tolls based on receipts. This is just an estimating tool.  Estimate for taxis/shuttles if applicable. • Other: Any miscellaneous expenses that are foreseeable. • Accommodations: Cost of hotel/lodging. • Registration: Cost of registration fee for conferences. Travel and Services Part II (Slide #14) Attendance and Goals Part I • Mandatory: Student Body Law 2003-113 requires that this section of the request be completed. • General Meetings: Record the last 10 general body meetings you held noting number of students that attended. • Project & Events: List projects produced last year and note number of students that attended. Attendance & Goals Part II • Provide the Budget Committee with the purpose and goals of your organization. • The third box gives you with the opportunity to provide the Budget Committee with any additional information. REVIEW STEP • This step allows you to see all the Projects and Travel you’ve entered. It also shows percentages of the budget for each line item. • Remember:  Travel cannot exceed 49% of budget  Awards may not exceed 5% of budget or $100 which ever amount is greater.  Food  may not exceed 15% of budget or $600 which ever amount is greater.  Maximum of $3 per UF student anticipated to attend event. REVIEW STEP Cont’d. NOTE: Once you click on “SUBMIT” at this step you CANNOT change your request. Once submitted a request maybe reviewed by selecting “Review Budget Requests” link found under the Dashboard drop down menu in “Your Budget.”  Reviewing Budget Requests will show if your request is within guidelines as set for the Fiscal Year being requested. Appendix A Reitz Union Pricing Appendix B SG Contacts Position Name Phone E-mail Business Manager Stanley Beckerdite 273-4402 [email protected] Budget & Appropriations Chair Senior Fiscal Assistant [email protected] Michele Williams Mailing Address : Student Government Finance 337 J. Wayne Reitz Union P.O. Box 118514 Gainesville, Florida 32611 273-4406 [email protected]