Budget and Finance Off-Campus Funding Request Form
Semester:
To:  Budget and Finance Committee Chair
From (Organization/Individual):
Event Name:
Event Date (s):
Total Amount Requested:
  • Eligibility:  In order to request funds from Budget and Finance, you must be a current Undergraduate Student at the University of Massachusetts Boston or a program/organization on campus.  Registered student organizations under the Student Events and Organizations Committee may not request funds from Budget and Finance, unless for travel related expenses.
  • Submission Process:  While you may turn in this form completed on your own, it is advised that you set up a meeting with a member of the Budget and Finance Committee before-hand.  You may contact the Chair at BF@UMBgov.com.  It is also required that you apply for funding at least 6 weeks before the funding is needed, to allow for proper deliberation and the administrative process.  Requests approved within 2 weeks of an event cannot be guaranteed funding.  Once you have completed your proposal, please submit it digitally to the Budget and Finance Chair.  In order for a request to be considered at the next Budget and Finance meeting, it must be submitted by 5:00PM on the Thursday prior.  NO RETROACTIVE FUNDING.
  • Funding Guidelines:  The maximum funding an off-campus event can recieve is $325 per student.  Housing cannot be funded past 65%.  Travel cannot be funded past 65%.  No food or drink can be covered.  No advisor costs can be covered.  Individuals or groups that recieve funding from Budget and Finance for an off-campus event are required to do an on-campus presentation relating to their event or trip, once returing.  Failure to comply with this will result in the individual or organization being unable to request any future funding from Budget and Finance.  All off-campus proposals must be submitted in a timely manner, at least 6 weeks prior to the date of the event.

*** Remember to be as accurate and precise as possible.  Please make sure all number figures are exact and accounted for.  In addition to the forms provided, it is encouraged you attach a more detailed description of your event, its purpose, and the items you need funds for.  NOT MEETING ALL OF THE PREREQUISITES LISTED ABOVE WILL RESULT IN AN AUTOMATIC DENIAL OF REQUEST FOR FUNDS!

CONTINGENCY APPLICATION PROCESS -

Wondering how the process works?  Here is an example timeline of the funding request, start to finish.

>  8 Weeks Prior - Contact Budget and Finance Chair.  A Meeting will be set up, usually within 10 days, between requaestor and committee member, to discuss proposal.

>  6 Weeks Prior - Trip proposals MUST be submitted so that there is at least 6 weeks time between the event date and its initial review by Budget and Finance.  Communicate with the Chair to ensure this deadline is met.

>  4-5 Weeks Prior - Request is seen by Budget and Finance Committee.  If it is approved, moves on to the Senate the following week.

>  3-4 Weeks Prior - If approved by the Senate, arragement for funding will be scheduled between requestor, Budget and Finance Chair, and Director of Student Activities.
REQUIRED INFORMATION
Name / Organization:
Phone:
Email:
I have read and understand the aforementioned guidelines and criteria for Budget and Finance requests.  I certify that the information provided in this proposal is correct.
Signature - Requestor:
UMS ID Number:
Date:
Please provide a detailed description
of this event. Make sure to include the
impact of this event for the University
of Massachusetts Boston campus and
community. Bring any additionally
related materials to Budget and Finance
Committee Meeting. (Please make @ least
7 copies for committee members. Thank
you.)
Event Title:
Event Date (s):
Total Funding Requested:
Funds From Other Sources:
Independent fundraising is mandatory,
in conjunction with every Budget Request.
What fundraising efforts, if any, have
you made, or plan to make?
Any USG funder event is open for participation
to the entire UMB undergraduate community.
What have you done to promote this event
to that community?
Describe the selection process for
attendees. (Example - Application
process, Lottery, etc.)
Upon returing from this event, you are
required to make a relevant presentation
on campus. How do you plan to do this?
How will this presentation impact the
UMB community?
Can your event occur without Budget
and Finance funding?
Was there an application process for
attendees?
Is this opportunity open to all UMB undergraduates
interested?
Please check all alternate funding
sources you have approached
Student Clubs
University Office
Academic Department
Private Donor
Grants
Attendee Fees
Student Contributions

Line Item Requests For Funding:

(Please assign each item requested a priority number.  Your highest priority should be given the lowest number.)
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Piority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
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Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:
Item Description:
Cost Per Item ($):
Quantity:
Total ($):
Priority:

Please List All Attendees:  Be sure to include UMS ID#s!  These MUST be verified before funding is allocated.

(If more than 10 students are attending, please bring additional names and UMS ID#s, printed on a seperate piece of paper, to the Budget and Finance Committee meeting.)
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#:
Name:
UMS ID#: